Ticket Triage for Plex ERP: How Small BA Teams Decide What Gets Fixed First

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It is 7:40 am on a Monday morning and your inbox already has four Plex problems in it. A supervisor at one plant cannot print labels. An accountant at another company cannot close last month's books. Somebody - you are not sure who - reports that "Plex is slow." And a text message from a plant manager says a workcenter stopped recording production two hours ago. Four tickets. One of you. Which one do you touch first? If your answer is "whichever one I saw first" or "whoever is loudest," you do not have a support process - you have a reaction process. The fix is an old idea borrowed from emergency medicine: triage . This article covers what ticket triage is, why it pays for itself in a Plex ERP environment, the five-step pass I recommend for every incoming ticket, and the specific challenges that hit small Plex business analysts who support more than one company, in more than one location, at the same time. Listen to the podcast version of this post:...

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.




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