Features

Le ERP’s Document Manager is an easy-to-use system that has all the features you expect from an EDM module with a built-in PDF viewer. Our document management system provides storage, versioning, metadata, security, as well as indexing and retrieval capabilities. You can utilize any type of format file that can be stored on your network.

By default the system will display the attachment, date, object type (form or function that the document is associated with), object (such as a particular invoice or third party entity) as well as the tags used for keywords when conducting a document search.

You can assign a custodian and alternate that are responsible for the document as well as the physical location within your organization for easy access and traceability.

The calendar is an integral part of the xCRM Dashboard. It is designed to provide you with a detailed view on several TRM (Third Party Relationship Management) key events such as any lead follow-ups that are scheduled for today, maintenance site visits for the week for a specific region or coordination meetings for an upcoming project.

Calendar offers versatile display options such as viewing events by resource (i.e. employee, sales rep, department, etc.), by period (daily, work week, calendar week, monthly or timeline), and/or certain time scales (i.e. working hours, 15 minute or 60 minute intervals). In addition, user can group by date and resource with color coding for easy identification of key indicators (such as region or importance of event).

Scheduler is a useful TRM tool that automates certain tasks such as sending notifications, generating reports or messages to certain users by email or within the application.

Users can schedule tasks on a periodic basis (particular day/time, week, month) with a specific period (start/end dates) or at a certain occurrence (startup/shutdown) for each task. You can fine tune scheduler for a particular date/time with a repeat interval option as well as designate to which users you want to send the reminders to.

You can schedule a task on a daily, weekly or monthly basis for a particular period with an option to repeat the task for a particular interval (for example every 15 minutes for an urgent notification or 6 hours for a general reminder).

In addition, you can specify an email address that will receive the Scheduler’s daily report, service status and task report. You can directly see the Windows Event Viewer in the Scheduler Window which will display any information messages, warnings and errors with details on date/time, actual message and context from your operating system.

Excel inspired spreadsheet forms allows the user to utilize such popular options as filtering, sorting, apply conditional formatting, pivot tables and numerical overviews. This versatile approach allows you to customize the forms list that is automatically displayed each time you access a new function on the menu.

User can rearrange the data to meet their needs by adding new fields, re-ordering (ascending/descending), or re-sizing the column (best fit). You can utilize conditional formatting in the form of a filter editor to specify your own selection criteria for display as well as drag/drop a column to show/hide or use pivot table for grouping the rest of the fields. At the bottom of the list user can add basic mathematical summary features such as sum, average, minimum/maximum, count, etc.

Le ERP is database independent in the sense it does not rely on rigid data structures enforced by each database vendor but in contrast adapts a flexible seeding technique that is capable of migrating seamlessly to another database. This technique allows the generation of the entire entity table structure in a unified manner across all platforms while at the same time adhering to the database vendor’s requirements and/or constraints. For example, if our application is powered by Microsoft SQL Server, it will appear in the same format and retain the same attributes and features as if the application was running on an Oracle database server.

Currently our applications support most major vendors: Sybase Advantage and ASE, IBM DB2, Microsoft Access (Single & Multi-user), Microsoft SQL Server (including CE Compact Edition), Oracle, Pervasive PSQL. In addition, there is support for open-source databases: Firebird, MySQL, PostgreSQL as well as for embedded databases: Firebird, SQLite, VistaDB 3

Customizable forms gives the freedom to the end user to custom tailor the standard functions for the various packages and modules of LeERP to meet their personal preferences and needs. Customization includes options such as filtering, sorting, apply conditional formatting, pivot tables and numerical overviews. In addition, user can add or delete (hide) certain fields in order to pinpoint certain information. This rearranging of the information will be advantageous in getting the most out of their daily operation data. This versatile approach allows each user to customize the forms to meet their own needs and requirements which in turn will be automatically displayed each time they access the form on the menu.

User can rearrange the data by enabling new fields, hiding others, re-ordering (ascending/descending), or re-sizing the column (best fit). In addition, one can utilize conditional formatting in the form of a filter editor to specify their own selection criteria for display as well as drag/drop a column to show/hide or use pivot table for grouping the rest of the fields.

Intuitive report designer allows you to modify existing application reports in order to customize the information to meet your needs. In addition, you can easily create your own reports based on a set of criteria. This gives the user flexibility in customizing their reports without the need for third party intervention. Report Designer is built-in to LeERP giving a wide range of rich features to the end user.

The standard controls allows you to add pointers, check boxes, rich text, pictures, lines, tables, panels, bar codes, zip codes, charts, pivot codes, and page information. You have the option to group and sort your data by adding a new group, specifying sort order (ascending/descending), and showing header and footer as well as changing the field location.

An easy to use field explorer allows you to view the details of each field and its specifications. The field explorer can be toggled from the default report explorer view to a more traditional (logical) field list. You can access the property grid to change field attributes such as appearance (background color, border, border width), font, padding, style, behavior and much more.

User is able to export the layout to more than 15 formats (such as Adobe PDF, HTML, Image, Microsoft Excel, text file, csv, etc.). You can email the report, add page background (such as watermark). change the page color as well as use the advanced filter.

Report Designer has auto-correct features that warns the user when certain report elements overlap and will create errors allowing the user to make the appropriate changes before final report generation.

LeERP offers a forms based audit that is built-in to the application and is independent of the database used, giving you consistent secure results and the freedom not to be constrained by a database vendor’s audit rules and restrictions. This feature is integrated system wide – across all forms, reports, modules and packages.

A comprehensive audit report will display details on the audited object (previous and present values), form name, action type, date/time stamp of the modification, application user id, windows user account as well as the actual machine in which the object was accessed.

The audit takes you a step further and provides insight on how any user change is propagated throughout the form. For example, by selecting the display database field option, you will be able to see how a modification will effect internal fields such as calculations. For example, if a user changes a line item’s price on a sales invoice, the form audit will display other internal fields that are affected by this change such as total and net price, discount, and tax.

LeERP allows you to design and implement a detailed access control system for your end users based on role profiles. This will ensure that only individuals with the proper credentials will be able to access authorized data. In addition, you will be able to track application access by user and view the types of transactions completed by each individual.

• Data masking for sensitive information such as passwords
• Custom tailored application menus based on the end user’s privileges
• Access control can be specified by
  • package,
  • module,
  • form/report,
  • privilege
    • view/modify record
      • for all
      • or own,
  • menu
  • control button
  • and even field content criteria
• Smart editor allows user to specify access rights based on a particular criteria for each field (i.e. allows access to payroll salary field for support staff positions during the first fiscal quarter)

Role based security is complemented by group based access control that provides fine grained security across the platform. Group based access control works hand in hand with role based access control to ensure that the right information is delivered to the authorized person. Group membership remains during the duration of a user’s login. On the other hand, a role can be activated according to specific conditions.

For example, if your current role is “Medical Staff” you might be able to see some of the medical records for a given patient. However, if your group is also “Physician”, you will be able to see more additional (confidential) medical information beyond what a person with just a role of “Medical Staff” can see.

LeERP offers the user a customizable visual theme that can be applied across the entire application. When a user chooses a particular theme, they will be able to get a different visual appearance for the form, report, canvas, mouse pointer cursor, current and next record, navigation, highlight, font, and much more.

The different skins allows a personalized experience for each end user based on their preferences and taste. Skins offer versatile visual themes without changing the content. User can choose from Standard Skins such as Dark Style, 7 Classic, Office 2010 Blue, Office 2010 Silver, Office 2013. Bonus Skins offer more prominent skins such as Coffee, Caramel, Metropolis, Money Twins, and The Asphalt World. For the more adventurous, there are Theme Skins such as Pumpkin, Springtime, Summer or Valentine.