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Showing posts with the label Inventory

Mastering Process Automation: The Ultimate Guide to Plex Workflows

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In modern manufacturing, speed, traceability, and operational control dictate success. Without clear digital routing, vital processes get stuck in endless email chains, paper sign-offs get misplaced on the shop floor, and unapproved capital expenditures slip through the cracks. Enter Plex Workflows —the operational engine inside the Plex Manufacturing Cloud (Rockwell Automation). Designed specifically for process-heavy, quality-focused environments, Plex Workflows digitize approval paths, enforce compliance rules, and automate cross-departmental task handoffs. Whether you are looking to streamline your procurement cycle or automate internal request tracking, this guide breaks down everything you need to know about Plex Workflows, their core architectures, key best practices, and a real-world Purchase Order workflow layout. What is a Plex Workflow? At its core, a Plex Workflow is a defined sequence of steps, permissions, notifications, and status changes that govern how data or request...
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How Plex ERP Enhances Inventory Visibility during Order Entry

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  In today's fast-paced business environment, efficiently managing inventory is crucial for customer satisfaction and operational success. Plex ERP provides robust solutions that streamline the inventory check process during order entry, ensuring that businesses can quickly assess their available inventory. This article delves into how the Plex ERP can assist in checking inventory during the order entry process. Recalculating Available Inventory When entering sales orders, it's essential to understand the status of your inventory. Plex ERP allows users to recalculate available inventory directly on the Order Line Rapid Entry screen. Here’s how to do it: Access the Sales Orders Screen : Start from the main dashboard and navigate to the sales orders section. Adjust Filters and Click Search : Refine your search criteria to locate the desired sales order. Select a Sales Order : Click on the order you wish to review. Open Order Line Rapid Entry : On the Action Bar, select the ...
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