Unleashing the Power of the Plex DCS: From Digital File Storage to Compliance Engine

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  For many manufacturers, the Document Control System (DCS) in Plex is hiding in plain sight. Every day, shop floor operators and managers click the familiar paperclip icon to attach drawings, work instructions, inspection forms, certificates, and other important files. Yet many organizations use only a fraction of what Plex DCS can do. When treated as a simple storage location, the DCS becomes little more than a digital file cabinet. But in a high-stakes manufacturing environment, document control should do much more than store files. It should ensure that the right people have access to the right revision, that approvals happen on time, and that obsolete documents do not remain in circulation. That is where Plex DCS becomes a powerful compliance and quality-management engine. Three capabilities in particular can significantly improve document-control matu...

How Plex ERP workflows streamline your operations.


A business workflow is a series of tasks that need to be completed in a specific sequence to achieve a particular goal . Workflows are useful for ensuring that important processes are done the right way every time. 

Workflows can help you see places in your operation that can be automated, eliminate redundant processes and activities, reduce operational expenses, quickly respond to issues or problems, and automate processes.

For example, you may want to define a process workflow for onboarding new employees to ensure that all new employees get the information, policies, and resources they need to do their jobs.

There are two different workflow types that you can implement in Plex:

Standalone Workflow

A workflow that is initiated by the Request Management System and is used to automate an unique business process.

Integrated Workflow

Integrated workflows are available for the following modules and applications as of 10/2023

  • 2-Tier Orders
  • 3-Tier Customer Orders​
  • Accounting Jobs​
  • AP Invoices​
  • Applicant Tracking​
  • AR Invoices​
  • Checksheets​
  • Control Plans​
  • Cost Recovery​
  • Customer​
  • Customer Returns (RMA)​
  • Deviations​
  • Die Maintenance​
  • Employee Expenses
  • Employee Requisition​
  • Employee Review System​
  • Employee Suggestions​
  • Engineering Change Requests​
  • Equipment List​
  • Expense Projects​
  • GL Journal​
  • Improvement Projects​
  • Incidents​
  • Injury Tracking​
  • Internal and Supplier Audits
  • Maintenance Work Requests​
  • MSDS​
  • Multi-Entity GL Journal​
  • Part List​
  • Problem Control​
  • Program Management Iterations​
  • Purchase Orders
  • Quote Tracking
  • Rejection Tracking
  • Requisitions​
  • Supplier​
  • Supplier PPAP
  • Supplier Returns


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