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How to setup default receiving supply locations for supply items in Plex ERP

Setting up default receiving locations for supply items in the Plex ERP system is essential for streamlining inventory management, enhancing tool crib operations, and improving cycle counting accuracy. This article outlines the steps to configure these settings and highlights the benefits of having default receiving locations. Benefits of Default Receiving Locations - Improved Efficiency: By establishing default receiving locations, users can quickly and accurately receive items without needin...

Add an electronic signature to Plex Purchase Orders

To add a signature in Plex and ensure seamless functionality, follow these steps: Step 1: Configure the Setting - Enable the setting PO Internal Contact Signature. - Optionally, you can utilize the Issued By List setting, although it is not mandatory. Step 2: Prepare the Signature File - Create your electronic signature. - Save the signature in a .jpeg format on your device. Step 3: Upload the Signature in Plex - The authorized purchasing person must log in to Plex using their own credenti...

How to Set Up Purchase Order Types in Plex

Purpose Setting up purchase order (PO) types in Plex allows you to control how line items are defined, selected, received, invoiced, and integrated into other areas of your operations. By creating and customizing PO types, you can align purchasing workflows with your unique business needs. Steps to Create Purchase Order Types - Access the Purchase Order Type Screen- Open Plex and navigate to the Purchase Order Type screen. - On the Action Bar, click Add to begin configuring a new PO type. - Na...

Managing Purchase Order Field Restrictions with Plex / Purchase Order Status Fields Lock

Overview Plex enables customers to restrict updates to specific purchase order (PO) fields based on the status of the PO. The Purchase Order Status Field Locksscreen allows users to lock several fields in the PO header and PO lines, as well as the Quantity field within PO line releases. Why Use Purchase Order Field Locks? Every organization implements internal controls differently. You may have a multi-step process for creating and approving POs before they are finalized and sent to the supplie...

How to update the currency on supplier purchase orders

Problem Description The currency code entered in the Plex purchase order header is incorrect, and I cannot edit it. Solution Summary To enable editing of the currency picker after an incorrect currency code has been entered in the purchase order, you'll need to access the Purchase Order Type settings. Ensure that the currency picker flags are configured correctly. The "Supplier Default Only" flag restricts the currency field on the PO header to only allow the currency associated with the suppli...

Viewing and Managing the Production Statuses Screen in the Plex ERP system

The Production Statuses screen serves as an essential tool for effectively monitoring and managing production metrics at the workcenter level. It enables users to not only view but also modify the status of one or multiple workcenters, offering a detailed overview of production activities. This screen functions in two distinct modes: View Mode and Change Mode. Overview of the Production Statuses Screen Modes of Operation 1. View Mode - Default Display: View Mode is the standard setting when...

Managing Production Activities with the Shop Assignment Screen

The Shop Assignment screen serves as an essential tool for managing production activities on the shop floor. It provides a real-time overview of work assignments, replacing traditional whiteboards commonly used for this purpose. This article outlines the key features and functionalities of the Shop Assignment screen. Overview of the Shop Assignment Screen The Shop Assignment screen displays: - Workcenters: A list of all functioning workcenters on the shop floor. - Current Operations: Informat...

Configuring the Document Control System (DCS) in Plex

The Document Control System (DCS) in Plex is designed to facilitate efficient document management and approval processes. To fully leverage its capabilities, it is essential to configure several key components. This article outlines the recommended configurations for optimizing your DCS setup. Recommended Configurations 1. Lists of Users for Document Approvers and Champions Establish lists of users who will serve as document approvers and champions. This ensures that the right individuals are...

Creating Document References in the Plex Document Control System (DCS)

Creating Document References in the Plex Document Control System (DCS) The Plex Document Control System (DCS) allows users to efficiently manage documents by creating references to a single master document. This feature is particularly useful for work instructions and work centers that require access to the same document without duplicating it. Below, we outline how to create a reference link for a document and explain the benefits of using this method. Benefits of Creating Document References...

Adding Documents to the Plex Document Control System (DCS)

Adding Documents to the Plex Document Control System (DCS) The Plex Document Control System (DCS) provides several methods for adding documents to ensure efficient document management. Below are the primary ways to add documents, along with brief descriptions of each method. 1. Upload File To upload a single document: - Access the DCS screen and navigate to the desired folder. - Click on "Add" and select "Upload File." - You can either drag and drop the file into the designated area or brows...

Plex Document Control System (DCS) / How to create and manage Document Templates

Managing Document Templates in the Plex Document Control System (DCS) The Document Control System (DCS) allows users to generate new documents using existing documents or folders as templates. To maximize the efficiency of this feature, consider establishing a root-level folder in DCS dedicated to template storage, ensuring quick access. Alternatively, templates can be stored alongside their completed versions for straightforward reference. Beyond just document creation, you can also replicat...

Supplier Portal user - Enabling access for suppliers to add supplier certification

Problem Description: Despite having the appropriate security actions and permissions assigned to the supplier role, the supplier user is unable to add certifications through the supplier portal in UX. Solution Summary: To address this issue, enable the "Use_New_Supplier_Quality_Form" setting (Setting Group = Supplier). This setting provides access to an enhanced Supplier Quality Management form in UX, significantly improving the user interface on the action bar for increased usability. With th...

Managing Plex notification/popup Messages

The Message Manager enables you to broadcast important pop-up messages to all users or target specific groups. You can display these messages across any application or link them to particular actions within an application. Users have the option to acknowledge the message, allowing you to track their responses. Additionally, while reading the message, users can send a copy to their email for future reference. The Message Manager is an invaluable tool for sharing announcements, notices, updates,...

Plex Bulletin Board

The Bulletin Board can be used for company wide messages and are viewable only through this screen or via the Dedicated Timeclock Bulletin Board Features: - Separate System: It is independent from bulletins found in the Control Panel. - Usage: Designed for company-wide messages; viewable via the Bulletin Board screen or Dedicated Timeclock. - Setup: Requires the 'Listing Type' setup table to be filled out with multiple "Listing Types" to enable bulletins viewing dropdowns. - Show Archived Chec...

How to setup Customer Replication in Plex ERP

Steps to setup Customer Replication: To enable this feature, you must do the following steps. In the central PCN: - Turn on the Permission "Customer Cross PCN Copy" in Classic. In UX, this is an Action that needs to be granted to relevant Security Roles. - Add the VP page "Customer Type Cross PCN Equivalents" in Classic. In UX, screen is called Enterprise Customer Type Equivalents - Map the customer types of the other PCN's to the central PCN. **Only do 2 & 3 above if PCN's have different Cu...

How the sales / credit account is determined on an AR Invoice

The sales/credit account on an invoice can be determined from various location in PLEX, based on the AR Invoice type (Manual, Shipment...), as well as based on your current setup affecting those areas from where the sales/credit account will be picked by the system upon generating an invoice Steps for Priority Order: - Account Revenue Matrix: Use only if this functionality is configured. - Price Breakdown: Check the link within the "Price" section of the order line in the customer purchase ord...

How to setup supplier replication in Plex ERP

To enable this feature, the following steps must be completed: - In parent PCN (The Parent is the location that will maintain the Master Supplier list): - Classic only - Activate the permission "xPCN Replication Relationships Access" - Plex must configure: In all PCNs in the customer group: - Edit the setting "Master Supplier Selective Replication Control PCN" with the parent PCN number (This setting must be the same in every PCN in the group, including PCNs that don't wish to use replicati...

How do I setup shipping auto email in Plex UX?

To generate and send auto email notifications at ship time in UX the following items must be configured. 1. Enable the setting “Auto Email Shipper Use”. 2. Enable the setting “Auto Email Shipper Use v2”. 3. Add and configure the “Customer Shipper Auto Email” notification within the “Email Notification Manager” screen. Be sure to enter a valid email address in the “From Address” field. It’s also recommended that you populate the “Subject Text” and “Email Message” fields. 4. (To email truck sh...

What password policies are available in Plex IAM?

In accordance with NIST 800-171 guidelines, NIST recommends doing away with password expiration, and only require users to reset passwords when the organization suspects the password has been compromised; when password expiration is more frequent, users often make easily guessed patterns or store passwords insecurely (such as on a sticky note). Plex has followed the NIST guidelines outlined above - In Plex IdP. Passwords do not have an expiration policy and must meet a minimum length (10 chara...

Plex ERP Lockout Policy

An incorrect password can be entered up to six times before the system implements a lockout. Once triggered, the account will remain locked for 30 minutes, or until a Plex administrator manually intervenes to unlock it. If there is another failed login attempt after the lockout is cleared, it will trigger another 30-minute lockout. Failed login attempts to have no expiration and are cleared only upon a successful login. Please note the following details: - These changes affect only the Plex I...

How do I configure an email notification when a Purchase Order is received?

Notification Functionality for PO Receipt Plex ERP includes a notification feature that alerts users when a purchase order (PO) is received in the system. This functionality is particularly beneficial for minimizing issues in the receiving area by: - Improving Communication: Notifications ensure that relevant stakeholders are immediately informed of incoming POs, reducing delays in processing. - Enhancing Accuracy: Real-time alerts help verify that received goods match the PO, preventing discr...

Plex Account Payable (AP) Invoice Process

Steps in the AP Invoice Process - Create Invoices Automatically - Invoices are automatically generated following the confirmation of the receipt process. - Use the Finalize Receipt screen for direct materials and the General Receiving screen for indirect materials and services. - The system specifies the invoice date automatically (usually the current date). - Create Invoices Manually - This is an option when an invoice is not generated automatically. - Details such as invoice number, amount...

Why a Plex shipper cannot be unshipped?

The requirements to un-ship a Plex shipper are: - The shipper must be in a Shipped status. - The setting "Truck" must be turned off (if you are using Truck shipping, the Un-Ship option moves from the Shipper to the Truck - un-shipping the Truck should un-ship the Shipper). - Review the value of the setting 'Prevent Unship By Period' - if this setting is enabled and the Shipper/Truck was shipped in a different fiscal period, you will not be able to un-ship. - There must not be any consignment in...

Unable to update the status of an AR Invoice

The Accounts Receivable Invoices screen allows for mass status updates. You can update a single invoice this way. Steps to Resolution 1) Filter by a certain Status 2) Check the invoices you want to change, then click 'Status' 3) Select the new status for the invoices

Plex SMTP / Email server response codes

A server response code is included in the log entry for each message. Code Description Type 1 No error; success. Plex 0 No Errors,Sucess SMTP Server 211 System status message. SMTP server 214 Help message formatted for human reader follows. SMTP server 220 SMTP service ready. SMTP server 221 The connection to the server has closed. SMTP server 250 The mail server has successfully delivered the message. SMTP server 251 Recipient is not local to the server, but the server will accept and forwar...

Configuring Plex for label printing

The component host includes a label printing component which sends print request directly to a ZPL printer. In order to print ZPL labels the Plex Component Host can be download from the following links: UX - [Plex Component Host Installation](https://docs.plex.com/qms/en-us/integration/component-host/component-host.htm) Other Settings require for printing ZPL labels: Values in the plPrintPipe Version setting in the Label setting group determine label printing behavior and to which printer a ...

How to lookup inventory movements done by a user in the plex ERP system

The following Plex reports can be used to quickly identify inventory transactions done by a user with their related container and inventory operation (Move container, Update container, etc.) 1.Inventory Activity 2.WIP/FG Inventory Transactions (Report may not include Inventory Moves)

Plex DCS - Distribution Logs

When you distribute hard copies of a document which you want to keep track of, you can create an entry in the document's distribution log. If someone makes a revision to a document that is tracked in the distribution log, the system sends an email notification to anyone specified by name on the Distribution Detail screen. - Access the Document Control System screen. - Navigate to the document for which you want to add an entry to the distribution log. - In the grid, select the record. - On the...

How to take advantage of the docs.plex.com search page to find Plex ERP support articles and Plex documentation

Plex ERP introduced a new federated search results page at docs.plex.com. This page will generate results from the same index utilized by the customer community. The search results page will be accessible via https://docs.plex.com/s. The advantages of this new feature include: - The capability to filter search results. - Documentation results presented next to those from the Community, Developer Portal, and Education Portal. - Enhanced metadata within the search results. - Advanced indexes...

Creating Guide Workinstructions using Process Steps in Plex

Process steps are instructions that guide production operators through the required steps to complete a part operation in the Plex ERP system. These instructions can include both images and inline text to aid understanding of complex workflows. You can optionally attach a document to a process step as well. Process steps can verify if an operator has completed tasks and show the expected time for each step, in addition to providing step-by-step instructions. This can help you to track if an op...

Plex URLs

IAM Plex Classic https://www.plexonline.com/signon/ Plex Classic [https://www.plexonline.com](https://www.plexonline.com/) IAM Plex Classic Test https://test.plexonline.com/signon/ Plex Classic Test https://test.plexonline.com/ IAM Plex UX https://cloud.plex.com/sso/ Plex UX https://cloud.plex.com/ IAM Plex Mobile https://mobile.plexonline.com/signon/ Plex Mobile https://mobile.plexonline.com/ IAM Plex Mobile Test https://testmobile.plexonline.com/signon/ Plex Mobile Test https://testmo...

How to set Plex setting "Customer Specific URL Use"

Step 1. Go to the Module Manager. Step 2. Search for 'UX Framework' module. Step 3. In the result grid, search for setting "Customer Specific URL Use". Step 4. Enable the check box for this setting, to generate COLO PCN specific URL. Disable the check box to generate Non-COLO PCN specific URL.

How to preview ZPL labels using a ZPL online printer emulator

You can use the Labelary label online viewer program to preview labels created ZPL labels generated by Plex. This is useful when you don't have a ZPL printer or need an easy way to preview or convert the printed labels to PDF. http://labelary.com/viewer.html Setup: - Create a local by selecting the option of "Add Manually" on Windows Printers & Scanners and click next. - Choose the option of "Use an existing port" and select File: (Print to FIle) To easily set up a Windows local printer an...

How does Plex know which printer to send label to?

The "plPrintPipe Version" setting determines the behavior for direct printing labels to a printer from the web browser. Version 1: [default] Sends label data directly to the default printer. Version 2: This version prompts the user for the printer to send the data to every time. Version 3: This version keeps a flat file on the client pc and remembers the printer to print to based on the label. Version 4: This version uses the printers from the Physical Printers screen to determine which printer...

How to configure a chain of label formats or subsequent labels in Plex UX ?

You can set up Plex to print more than one label format. In order for this setup to work, the chained labels must share the same label type. Here are the required steps: - Navigate to the Plex label library. - Select the label that you want to configure. - Click "Edit Format". - Add the Subsequent Label Format that you want to print under your configuration. - Click OK to save the record.

Where to setup the Plex shipping destination address label ?

Here are the steps for creating your own shipping destination label. - Create your label using the Plex Label Designer. Make sure the label is set up as a Destination label type. - Copy the label format key. - Update the setting: "Override Address Label URL" with your label format. See example bellow: ../Modules/IntegratedTechnologies/BarCoding/LabelDesigner/Printers/LabelDesignerPrintPage.aspx&Label_Format_Key=[Your Label Format Key Goes Here] Once setup, the label can be printed using the ...

Plex ERP - Common HTTP Response Status Codes

Common HTTP Response Status Codes Here are a list of some of the common HTTP response code users may encounter while using Plex ERP [Client error responses](https://developer.mozilla.org/en-US/docs/Web/HTTP/Status#client_error_responses) [400 Bad Request](https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/400) The server could not understand the request due to invalid syntax. [401 Unauthorized](https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/401) Although the HTTP standard s...

How to open PDF documents from the Plex control panel in a new Windows

One possible workaround is to setup the document to be available as a network link instead of the document being uploaded into Plex

How to self-reset your Plex ERP password when your account is setup with an email

You can use the "Forgot password?" link to self-reset your password in Plex if your Plex account has been setup with a valid email address under your Plex profile If you forget your password, do the following: 1. Log in to IAM with your account at https://accounts.plex.com. 2. Type your Username, and Company Code. 3. Click the Forget password? link. 4. On the Reset Password dialog, type your Username and Company Code. 5. Click Submit. A message with information about the password reset ...

Configuring Plex ODBC with Plex IAM

To use ODBC with Identity Access Management (IAM) you must configure ODBC to use a Personal Access Code. You can follow these instructions bellow once you installed the required Plex ODBC software which can be obtained from Plex Installing ODBC driver on Windows (plex.com) (https://docs.plex.com/pmc/en-us/integration/odbc/windows-installation.htm) Obtain a Personal Access Code - Log in to accounts.plex.com. (https://accounts.plex.com/) - Click Access Codes. - On the Create A Persona...

How to prevent inactive users from being logged into the Plex Control Panel?

How to prevent inactive users from being logged into the Plex Control Panel? The control panel does not look at the user manager records but instead at the Employee record to determine if a user can access a workcenter. Steps To Resolution The issue is occurring because the user profile was made inactive when the user was still logged into multiple workcenters. When inactivating a user account it's Plex's best practice to do the following: 1. Before making the user inactive in the Emplo...

Plex Workflow setup navigation

Plex Workflow Navigation (https://share.themerlanos.com/o0uONG9l?collection_id=VrfoXNR) Source: https://docs.plex.com/pmc/en-us/configuration-and-master-data/workflow/workflow-navigation.htm

Workflow Automation

Using workflow automation can help improve your business in many ways. The following lessons will cover the basic of workflow automations and how workflows can help you business to be more efficient. The module includes also basic information on how workflow automation applies to other systems like Plex ERP. https://enrollment.coassemble.com/ (https://enrollment.coassemble.com/enter/ImUzIBh)

Plex Custom Fields - Frequently asked questions

Frequently Asked Questions - Custom Fields on Standard UIs (Plex Community Post dated November 23,2023 ) Why did Plex develop custom fields? What are some examples use cases? Every business is unique. That's why we introduced custom fields as part of our Plex Extend initiative. It's all about giving you the power to tailor your Plex experience to match your specific needs and capture the data most important to you, whether you're in a specialized industry, have unique internal processes, or s...

Supplier Scorecards

The Supplier Scorecard module allows you to track supplier performance against a set of key measurements for quality, delivery, cost, and responsiveness. Reports allow you to view supplier performance and compare suppliers to each other. Suppliers can view and print their own scorecards via the supplier portal.

Plex supplier portal

The Plex supplier portal that allows supplier access to specific supplier enabled screens In Plex, Supplier portals are used to collaborate with suppliers across the lifecycle of the relationship between the supplier and the Plex subscriber. Companies may want suppliers to respond to RFQs, to review releases, to perform quality-related tasks, etc. In Plex UX, there is a specific Supplier Portal menu. It contains all the screens that have been deemed ready for supplier access. This is in contra...