Why Plex DCS Matters in Manufacturing

Image
In manufacturing, document control is more than managing files. It helps ensure that employees are using the correct, approved, and relevant instructions at the point of work. Outdated work instructions, inspection procedures, drawings, or quality documents can lead to defects, rework, production delays, audit findings, and customer dissatisfaction. Plex Document Control System (DCS) can help reduce these risks by creating a controlled process for managing document revisions and reviews. Key Plex DCS capabilities Plex DCS supports document governance through features such as: Revision tracking: Maintains a history of document changes. Stored revisions: Retains previous versions for reference and audit purposes. Approval workflows: Requires designated approvers to review revisions before they become the current approved version. Regular reviews: Uses Review Frequency to prom...

Automate the schedule of AR invoices and statements using the Plex ERP Document Delivery module.



Manual invoicing and emailing of customer statements can be a time-consuming and resource-intensive process. According to a study by Skynova, most businesses handle up to 500 invoices each month and spend at least five days processing invoices . 

The same study also found that 57% of invoice data is entered manually and 49% of businesses require two to three people to approve an invoice. These manual processes can lead to delays in payment and inefficiencies in the accounting process.

Invoicing automation can help reduce the time and resources spent on manual invoicing. According to Skynova,Only about half of invoices (52%) are received electronically. The rest are paper invoices that need to be physically sorted, entered, and filed, adding additional steps to the invoice process.

The following module in Plex manufacturing allows automatically delivery AR invoices and customer statements via email which can lead to improvement and reduce of the waste of resources associated by manually emailing those documents to the customers.

Scheduling document deliveries: A feature that allows users to automatically send email with AR invoices and customer statements attached, based on predefined rules and schedules.

The configuration of the documents, rules and schedules are done using the following screens:

Delivery Schedule Rules (1): The rules that define the filtering criteria, email formatting, and attachment grouping for each type of document.

Delivery Contacts and Activation (2): The settings that specify the recipients of the scheduled delivery for each document type.

Email Notification Manager (3): The templates that compose the email layout, using tokens for customization/

Recurring Schedules (4): The schedules that define the frequency and timing of the deliveries for each document type.








Automating the delivery of invoices and statements can help reduce the time and resources spent on submitting those documents to the customer. Other benefits may include reducing delays created by lost invoices and improving payment cycles.




Popular posts from this blog

From Dormant to Dangerous: Understanding the security risk of dormant user accounts

Image
  In today's digital era, the security of cloud SaaS systems is paramount. An often-neglected aspect of cybersecurity is the management of dormant user accounts, which can unintentionally become gateways for cybercriminals, leading to significant data breaches. The process of regularly auditing and deactivating these inactive accounts is vital to safeguard the integrity and security of an enterprise. By ensuring that only active, necessary users have access to your resources, you minimize the risk of unauthorized access and strengthen your defense mechanisms. This guide delves into the necessity of tackling this issue head-on and outlines effective strategies for managing dormant accounts to secure your valuable data assets. Risks Associated with Dormant User Accounts Dormant user accounts are ticking time bombs in the realm of cybersecurity. These accounts, often forgotten or overlooked after an employee's departure or during system migrations, present a significant security r...
Read more

Cybersecurity Heroes: ERP Administrators Defending Against Threats

Image
  Understanding the Importance of Cybersecurity Cybersecurity is of paramount importance in any organization, and ERP systems are no exception. These systems store and process vast amounts of sensitive data, including financial records, customer information, and intellectual property. A breach in the ERP system can lead to severe consequences, such as financial loss, reputational damage, and legal implications. It is imperative for businesses to recognize the significance of cybersecurity in their ERP systems and allocate resources accordingly. The Role of ERP Administrators in Promoting Cybersecurity ERP administrators are responsible for managing and maintaining the ERP system. They play a pivotal role in promoting cybersecurity by implementing robust security protocols, monitoring for potential threats, and responding effectively to cyber-attacks. Key Responsibilities of ERP Administrators in Safeguarding Against Cyber Threats Implementing Security Protocols and Best Practices E...
Read more