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Showing posts from May, 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:...
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Streamlining Inventory Management: Setting Up Default Receiving Locations in Plex ERP for MRO / Supply Items

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In today’s fast-paced manufacturing environment, efficient inventory management is crucial for maintaining productivity and minimizing downtime. One effective way to enhance your inventory processes is by setting up default receiving locations for supply items in the Plex ERP system. In this blog post, we’ll explore how to configure these settings and the significant benefits they bring to your operations. Why Default Receiving Locations Matter Establishing default receiving locations is not just a matter of convenience; it can transform the way your organization handles inventory. Here are some key benefits: 1. Boosted Efficiency Imagine a scenario where your team spends less time entering data and more time focusing on their core tasks. By setting default receiving locations, you eliminate the need for manual location selection each time an item is received. This streamlined process saves time and reduces the likelihood of errors, allowing your team to operate more efficiently. 2. En...
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