SYSPRO 8 · Full Module Suite

End-to-end SYSPRO 8 implementation & operations

Helping manufacturers and distributors get more from SYSPRO 8, from MRP setup and security design to live finance coverage and custom SQL reporting.

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8+Years in ERP environments

15+SYSPRO modules, hands-on

FullSuite coverage

The inside of a working manufacturing plant, with benches, materials and staff down a long aisle

Who I Am

Finance-fluent IT that speaks both languages

I'm Uriel Rojas, a technology professional who has worked embedded within finance and operations teams, not just supporting the systems, but operating them. When accounting and operations staff turned over, I stepped in to keep the books and workflows moving in SYSPRO 8.

That dual perspective, deep technical background with real accounting and manufacturing module experience, means I can engage quickly, troubleshoot root causes across the stack, and work alongside your finance and ops teams without a long ramp-up. Industries supported include manufacturing, industrial distribution, food & beverage, and professional services, anywhere SYSPRO 8 is the system of record.

Module Coverage

Full SYSPRO 8 module expertise

Pick a category, then expand any module to see what I can do with it. Every module listed reflects direct, hands-on experience.

GL General LedgerThe financial backbone, chart of accounts, budgeting, multi-currency, and period-end close.

Core Functions

Chart of accounts setup and maintenance
Journal entry processing and reversals
Budget setup and variance tracking
Period-end and year-end close procedures
Multi-currency revaluation and translation
GL segment reporting by cost center / department

Integration & Reporting

Automatic journal creation from AP, AR, and sub-ledgers
Manual GL Integration when auto-post is disabled
Sub-ledger to GL reconciliation and balancing
Correcting entry generation for imbalances
Trial balance, income statement, and balance sheet
Drill-down from GL transaction to source document

Experience note: Managed GL integration configuration between AP/AR and the general ledger, including resolving posting imbalances and supporting period-end close procedures during staff transitions.

AP Accounts PayableFull-cycle payables, invoice processing, payment runs, GRN matching, and supplier management.

Invoice & Payment Processing

Supplier invoice entry and coding to GL accounts
Goods Received Note (GRN) matching and variance resolution
Payment cycle setup and concurrent payment runs
EFT, manual check, and automatic check processing
Settlement discount calculation and application
Void check processing and payment reversals
Bulk email of remittances to suppliers

Controls & Reporting

Supplier statement reconciliation
AP aging analysis and cash flow forecasting
Invoice approval workflows and hold management
Duplicate invoice detection
Payment cycle audit reports
GL integration, automatic journal creation
1099 supplier flagging and reporting

Experience note: Took over live AP operations during employee transitions, processing invoices, running payment cycles, reconciling supplier statements, and ensuring period-close deadlines were met without disruption.

AR Accounts ReceivableCustomer invoicing, cash receipts, aging, and credit management.

Invoicing & Collections

Customer invoice generation from sales/dispatch
Manual invoice and credit note processing
Cash receipt posting and application
Unapplied cash and credit management
Customer statement generation and distribution
Dunning letters and overdue account management

Credit & Reporting

Credit limit setup and real-time credit checking on orders
AR aging report, current / 30 / 60 / 90+ day buckets
Customer payment history and DSO analysis
Write-off processing and bad debt management
GL integration, automatic posting of receipts
Multi-currency AR and exchange gain/loss posting

Experience note: Managed AR posting and aging review during transitions, including cash receipt application, customer credit holds, and period-end AR reporting for finance leadership.

CB Cash BookBank account management, reconciliation, and cash position visibility.

Core Functions

Multiple bank account setup and management
Manual receipts and payments entry
EFT and electronic payment integration
Petty cash management
Intra-company cash transfers

Reconciliation & Reporting

Bank statement import and automated matching
Manual reconciliation of unmatched items
Outstanding check and deposit reporting
Cash position dashboard by bank account
GL integration for all cash transactions

Experience note: Supported bank reconciliation processes and cash book posting as part of broader finance coverage responsibilities.

SO Order EntryEnd-to-end sales order management from entry through invoicing.

Order Creation & Management

Standard, blanket, and standing order creation
Express Order Entry for fast data capture
Customer PO to sales order conversion
Inter-branch and inter-company transfer orders
Back-order management and partial fulfillment
Order notes, line comments, and internal memos
Multi-warehouse order sourcing

Pricing & Fulfillment

Customer-specific pricing and discount structures
Live ATP (available-to-promise) date checking
Order status tracking and hold management
Freight and miscellaneous charge handling
Tax and VAT calculation
Sales order to invoice without dispatch note option

Experience note: Managed order entry workflows including express entry, backorder processing, and resolution of pricing discrepancies, including coverage during peak periods and staff transitions.

DN Dispatch NotesPick, pack, and ship, managing the fulfillment step between order and invoice.

Dispatch Processing

Dispatch note generation from sales orders
Full and partial dispatch (under-dispatch) handling
Line completion marking for no-further-dispatch scenarios
Dispatch note status management (ready → printed → invoice)
Manual status override from dispatch printed to ready-to-invoice
Consolidated invoice generation from multiple dispatch notes

Configuration & Controls

Dispatch note pricing vs. sales order pricing selection
Document print and reprint management
Packing slip and shipping label generation
Carrier and tracking number assignment
Dispatch note review and maintenance workflows
Dispatch note consolidation by customer or ship-to

Experience note: Configured and operated dispatch workflows end-to-end, including setup of dispatch note behavior, troubleshooting status flow issues, and training warehouse staff on pick and ship procedures.

QU QuotationsQuote-to-order conversion with pricing, validity periods, and win/loss tracking.

Quote Management

Quote creation from customer inquiry or opportunity
Alternate item and pricing options on a single quote
Validity period and expiry management
Quote versioning and revision tracking
One-click conversion of approved quotes to sales orders

Reporting & Analysis

Quote pipeline and win/loss reporting
Salesperson performance by quote volume and value
Lost quote reason code tracking
Gross margin visibility at quote stage
Follow-up activity and expiry alerts

Experience note: Supported quotation module configuration and provided end-user training on quote creation, pricing setup, and conversion workflow.

RMA RMA / ReturnsManaging customer returns, credit processing, and disposition of returned goods.

Return Processing

RMA authorization creation and customer notification
Return reason code setup and tracking
Partial and full return handling
Credit note generation against original invoice
Replacement order creation from RMA

Inventory & GL Impact

Goods receipt of returned items to inspection or stock location
Disposition: restock, scrap, or return to supplier
Inventory value adjustment on receipt
GL impact of credit notes and restocking
RMA aging and open return reporting

Experience note: Assisted in RMA configuration and supported the credit and inventory adjustment workflows associated with customer returns.

PO Purchase OrdersProcurement lifecycle from requisition through receipt and invoice matching.

PO Creation & Management

Manual and MRP-generated purchase order creation
Supplier price list and lead time management
PO approval workflow and authority limits
Blanket and standing purchase orders
Change order and revision management
Drop-ship purchase order processing

Receipt & Matching

GRN processing, full and partial receipts
Three-way matching: PO / GRN / Supplier invoice
Price variance identification and handling
Landed cost and freight allocation
Open PO and delivery performance reports
Supplier on-time delivery analysis

Experience note: Managed purchase order processing and GRN workflows, including three-way match troubleshooting and price variance resolution with the AP team.

INV Inventory ManagementStock control, valuation, location management, and replenishment.

Stock Control

Multi-warehouse and multi-bin location management
Lot and serial number tracking
Inventory transfers between warehouses and bins
Reorder point and reorder quantity setup
Min/max replenishment planning
Physical count and cycle count management

Valuation & Reporting

FIFO, LIFO, average cost, and standard cost methods
Inventory valuation reports and adjustments
Slow-moving and dead-stock analysis
Stockout and shortage alerts
ABC analysis and inventory classification
Item master configuration and unit-of-measure setup

Experience note: Set up and maintained inventory locations, costing methods, and replenishment parameters; supported cycle count processes and inventory adjustment approvals.

GRN Goods ReceivingReceiving purchased goods into stock and triggering AP accruals.

Receipt Processing

GRN creation against open purchase orders
Partial receipt and over-receipt handling
Inspection hold and quality release workflow
Lot and serial number assignment on receipt
Immediate inventory update on posting

Accruals & Matching

Automatic AP accrual on goods receipt
GRN-to-invoice matching in Accounts Payable
GRN accrual clearing and variance reporting
Landed cost distribution across receipt lines
GRN audit trail and receiving history

Experience note: Processed GRNs and supported invoice-to-GRN matching in Accounts Payable, including resolution of accrual discrepancies with the finance team.

BOM Bill of MaterialsDefining product structures, components, quantities, routings, and revision control.

BOM Structure

Single and multi-level BOM creation and maintenance
Component item setup with quantities and scrap factors
Phantom (non-stocked) sub-assembly handling
Alternate component and substitute item configuration
BOM revision control and effective dating
Engineering change order (ECO) management

Routing & Costing

Operation and work center routing setup
Labor and machine time standard setting
Standard cost rollup from BOM structure
BOM explosion and where-used reports
Indented BOM reporting for multi-level structures
BOM comparison across revisions

Experience note: Built and maintained BOMs including multi-level structures, phantom sub-assemblies, and routing assignments. Performed standard cost rollups following engineering changes.

MRP Material Requirements PlanningDemand-driven supply planning, netting requirements, generating purchase and work orders.

MRP Setup & Execution

MRP parameter configuration, planning horizon, time fences
Demand source setup: sales orders, forecasts, dependent demand
Supply source netting: on-hand, POs, WIPs, transfers
Regenerative and net-change MRP run execution
MRP exception message review and action
Planned order review and conversion to PO or WIP

Planning & Analysis

Item planning parameter setup (reorder, safety stock, lead times)
Make vs. buy designation per item
Pegging, tracing supply to demand and vice versa
Shortage and excess material reporting
Purchase recommendation reports for buyers
MRP simulation and what-if scenario analysis

Experience note: Set up MRP from the ground up, configured planning parameters, defined item replenishment strategies, ran MRP and reviewed exception messages with the planning and purchasing teams to drive supply decisions.

WIP Work in ProgressJob-based manufacturing, creating work orders, tracking material and labor, and closing jobs.

Job Management

Work order creation, manual and from MRP
Job BOM and routing explosion
Material issue and return transactions
Labor capture, direct and indirect time posting
Operation-level progress tracking
Job status management, released, on-hold, complete

Costing & Reporting

Standard vs. actual cost variance analysis
Material, labor, and overhead variance reporting
WIP valuation and aging
Job cost-to-complete forecasting
Scrap and rework tracking and reporting
GL postings for material issues, labor, and completions

Experience note: Supported WIP job creation, material issue processing, and variance review. Assisted finance with WIP valuation reporting at period-end.

PS Production SchedulingSequencing and loading work orders onto work centers, managing capacity and delivery commitments.

Scheduling Functions

Work center capacity definition, shifts, calendars, efficiency
Forward and backward scheduling of work orders
Job sequencing and priority assignment
Finite and infinite capacity scheduling modes
Schedule board, visual job dispatch by work center
Rush and expedited job handling

Capacity & Reporting

Capacity Requirements Planning (CRP) reports
Work center load analysis, overload identification
Planned vs. actual completion tracking
On-time delivery performance by work order
Bottleneck analysis and constraint identification
Integration with MRP for supply plan alignment

Experience note: Worked with the production planning team on work order scheduling, capacity load analysis, and scheduling parameter setup to align floor throughput with customer delivery commitments.

PC Project CostingBudget management, cost accumulation, and billing for project-based work.

Project Setup & Tracking

Project and sub-project (phase/task) structure setup
Budget setup by cost category, labor, material, subcontract
Cost accumulation from WIP, AP, and timesheets
Budget vs. actual cost tracking in real time
Percentage-complete and earned value tracking
Project change order management

Billing & Reporting

Milestone, time-and-material, and fixed-fee billing
Customer invoice generation from project billing
Unbilled revenue and WIP reporting
Project profitability analysis
Cross-project resource utilization reporting
GL posting for project costs and revenue recognition

Experience note: Configured project costing module for tracking implementation and service projects, including budget setup, cost accumulation mapping, and project billing milestone configuration.

SEC Security & Role-Based PermissionsOperator setup, role definitions, field-level access control, structured for audit readiness and IPO compliance.

Operator & Role Setup

Operator (user) account creation and management
Role definition, segregating duties by function
Role assignment: Finance, AP, AR, Purchasing, Warehouse, etc.
Menu and program-level access restriction by role
Field-level security, hide or read-only sensitive fields
Activity and transaction approval authority limits
Password policy enforcement and session controls

Audit Readiness & IPO Preparation

Segregation of duties (SoD) review and remediation
Access control matrix documentation for auditors
Audit trail configuration, who changed what and when
SOX-aligned controls: no user can both approve and post
Periodic access review and certification workflow
User activity log reporting for compliance evidence
Role design aligned to IPO and public-company requirements

Experience note: Designed and implemented role-based security structures in SYSPRO to support segregation of duties requirements, including preparation for audit and IPO readiness reviews. Built access control matrices and worked with finance and compliance teams to document and certify user permissions.

ADM Company AdministrationSystem-wide configuration, company setup, multi-currency, fiscal calendar, and system parameters.

System Configuration

Company information and operating parameters
Fiscal year and accounting period calendar setup
Multi-company and inter-company configuration
Multi-currency setup, exchange rates and revaluation
Tax and VAT code configuration
Document numbering and auto-increment setup

Integration & Controls

Module integration settings, GL, AP, AR, Inventory
Setup Options, system-wide behavior configuration
Workflow and approval routing setup
Email and document distribution configuration
Data archiving and purge schedule management
SYSPRO version upgrade planning and testing

Experience note: Managed company-level system configuration including Setup Options, fiscal calendar, inter-module integration settings, and supported version upgrade validation testing.

SRS SYSPRO Reporting ServicesDesigning, modifying, and automating standard and custom reports across all modules.

Report Design & Modification

Standard SYSPRO report modification and customization
New report design using SYSPRO Reporting Services
Drill-down hyperlinks and user-defined parameters
On-the-fly filtering, sorting, and grouping
Multi-module reports, combining GL, AP, AR, inventory data
Report layout and branding customization

Distribution & Automation

Scheduled report runs, daily, weekly, monthly
Automated PDF generation and email distribution
Batch printing and document archiving
Export to Excel, CSV, Word, and PDF
Period-end reporting packages for finance leadership
Report access control by operator role

Experience note: Built and maintained a library of financial and operations reports using SYSPRO Reporting Services, including AP aging, AR statements, inventory valuation, and management dashboards distributed automatically at period-end.

SQL SQL & Custom Query ReportingDirect database access and SSRS integration for reports beyond the standard module output.

SQL Development

SYSPRO SQL Server database schema knowledge
Custom SELECT queries across SYSPRO tables
Joins across AP, AR, GL, Inventory, and SO tables
Stored procedures for recurring report logic
Views for simplified reporting access
Query performance tuning and index awareness

SSRS & Integration

SSRS report design against the SYSPRO SQL database
Parameterized reports with date, entity, and GL filters
Subscription-based automated report delivery
Excel Power Query connections to SYSPRO data
Data extraction for external analysis and audits
Reconciliation queries for GL vs. sub-ledger validation

Experience note: Built custom SQL queries and SSRS reports directly against the SYSPRO database, covering financials, inventory, and operations data that required more flexibility than the standard reporting suite provided. Used SQL extensively to support audit data requests and management reporting.

BI Embedded Analytics & Business IntelligenceDashboards and visual analytics built on SYSPRO data, no third-party BI tool required.

Dashboard Design

SYSPRO Embedded Analytics dashboard creation
Pre-built template customization for finance and ops
Charts, heatmaps, KPI tiles, and trend lines
Dynamic filtering and drill-down exploration
Cross-module dashboards, sales + inventory + finance
Dashboard sharing by operator role

KPIs & Distribution

Finance KPIs: DSO, DPO, cash conversion cycle
Operations KPIs: fill rate, on-time delivery, turns
Manufacturing KPIs: OEE, scrap rate, schedule attainment
Row, column, and object-level security on dashboards
Scheduled snapshot distribution to stakeholders
Export to Excel and PDF from dashboard views

Experience note: Designed and deployed dashboards for finance and operations leadership, including AR aging, sales performance, and inventory health views, using SYSPRO Embedded Analytics and supplementing with SQL-backed Excel models where needed.

Working Together

How an engagement works

Whether it's a short-term training project or longer implementation support, here's what to expect from start to finish.

Discovery Call

A straightforward conversation about your situation, which modules are involved, what the gap looks like, and whether I'm the right fit.

Scope & Plan

I'll outline what the engagement covers, the timeline, what I need from your team, and what a successful outcome looks like.

Engagement

Hands-on work, configuration, training, reporting, process coverage, or implementation support, depending on what you need.

Handoff & Support

Clear documentation, knowledge transfer to your team, and follow-up availability so the work sticks after I'm gone.

Background

Where the experience comes from

Years embedded within finance and operations, not just supporting the system from IT, but running it when teams needed it most.

Finance-Embedded IT

IT reporting into Finance, full module exposure

Worked in a technology role structured directly under Finance, giving daily exposure to both the configuration layer and the live transaction layer of SYSPRO 8 across financial, operations, and manufacturing modules.

Accounting Operations

AP / AR / GL coverage during staff transitions

When accounting staff turned over, stepped in to run live payables, receivables, and period-close workflows in SYSPRO 8, ensuring no disruption to close cycles or supplier and customer relationships.

Manufacturing Ops

MRP setup, BOM maintenance & WIP management

Configured MRP from the ground up, maintained BOMs through engineering changes, and supported WIP job costing and variance reporting for the operations and finance teams.

Compliance & Security

Role design & IPO audit readiness

Designed and implemented SYSPRO role-based security structures aligned to segregation-of-duties requirements, producing access control documentation to support audit and IPO readiness reviews.

Reporting & SQL

Custom SQL, SSRS & analytics dashboards

Built reporting packages using SYSPRO Reporting Services, SQL Server queries, SSRS, and Embedded Analytics, covering financial, inventory, and operations data for leadership and auditors.

Why It's Different

Most ERP consultants know the system from a setup or helpdesk perspective. I've actually run the processes, entered orders, processed payables, closed the period, set up MRP, and designed the security roles your auditors will review. Faster time-to-value, less hand-holding from your internal team.

Module proficiency at a glance

Financial

General LedgerAccounts PayableAccounts ReceivableCash Book

Sales & Procurement

Order EntryDispatch NotesQuotationsPurchase OrdersGRN

Manufacturing

Bill of MaterialsMRPWork in ProgressScheduling

Administration

Security & RolesIPO ReadinessCompany Setup

Reporting

SYSPRO Reporting ServicesSQL / SSRSEmbedded AnalyticsPower Query

Get in Touch

Let's discuss your SYSPRO project

Whether you need process coverage, user training, MRP setup, security design, or custom reporting, reach out and let's see if there's a fit.

Contact details

Available for remote and on-site engagements in the Chicago metro area.

urojas@lakeforestdigital.com Lake Forest, IL (Chicago Metro) Book a discovery call

Typical engagements:

MRP setup and tuning, security & role design, AP/AR process coverage, custom SQL reporting, end-user training, and SYSPRO implementation support.