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Showing posts from March, 2025

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:...

Automating Trust: Elevate Fraud Prevention with Positive Pay and Plex ERP

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Implementing Positive Pay with ERP systems like Plex ERP can significantly enhance financial security and streamline processes. Here are some insights into the implementation: Benefits of Positive Pay Integration with Plex ERP Fraud Prevention : Positive Pay ensures that only authorized checks are processed, reducing the risk of fraudulent transactions. Automation : By integrating Positive Pay with Plex ERP, businesses can automate the generation of check-issue files, saving time and reducing manual errors. Compliance and Reporting : The system provides a clear audit trail, aiding in compliance with financial regulations and simplifying reporting. Steps for Implementation in Plex ERP Setup with Your Bank : Arrange for Positive Pay or controlled disbursement services with your bank. Ensure you understand the file format requirements (e.g., CSV or TXT). Configure Plex ERP : Use the Payment Register screen in Plex ERP to generate Positive Pay files. This involves: Accessing the Payment Re...

Why Real-Time Notifications in Plex ERP Revolutionize the Receiving Area

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  In the high-pressure environment of manufacturing and business operations, effective management of the receiving area is critical. Companies often grapple with misplaced or untracked purchases—especially for items without unique serials—leading to delays, operational inefficiencies, and frustrated employees. Plex ERP addresses these challenges head-on with its robust notification functionality for purchase orders (POs). This feature ensures that stakeholders are notified in real-time when a PO is received, minimizing common issues in the receiving area and improving overall efficiency. The Struggle of Missing Purchases in the Receiving Area For companies that manage high volumes of materials, it’s not uncommon for items to go missing during the receiving process. Here are some scenarios where businesses face challenges due to insufficient tracking: Unlabeled Non-Serialized Items : A large electronics manufacturer faced repeated issues when receiving items without unique serials. ...

Identity Management Day 2025: Strengthening Security Through Smarter Identity Practices

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  Identity Management Day 2025, on April 8th, highlights the importance of identity management in protecting organizations from cyber threats. Established in 2021 by the Identity Defined Security Alliance (IDSA) in partnership with the National Cybersecurity Alliance, this day aims to raise awareness about the importance of managing and securing digital identities effectively. Why Identity Management Matters In today's interconnected world, digital identities are the keys to accessing sensitive data, systems, and applications. Poorly managed identities can lead to unauthorized access, data breaches, and significant financial and reputational damage. Identity management is not just an IT responsibility; it's a cornerstone of an organization's overall security posture. Effective identity management involves: Authentication and Authorization : Ensuring that only verified users have access to specific resources. Privileged Access Management (PAM) : Limiting access to critical s...