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
Profile
SystemSYSPRO 8
FocusFinance, Manufacturing, Ops
ReportingSSRS, SQL, Embedded BI
LocationLake Forest, IL (Chicago Metro)
DeliveryRemote & On-Site
IndustriesMfg · Distribution · Food & Bev
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.

01

Discovery Call

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

02

Scope & Plan

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

03

Engagement

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

04

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.

[email protected] 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.