A Comparison of Cloud based ERP Systems

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  • Apologies to the writer, but beware of relying on the contents of this report. Perhaps the writer is a partially-informed student? While Microsoft Dynamics GP is among the world's most feature-rich, on-premise ERP systems, it does not meet my definition of a cloud-based solution.
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  • Hi All, If you are looking for Technical Blogs or want to read about vTiger, Odoo, OpenERP, Microsoft Apps, Google Apps, CRM, ERPs, Mobile Apps and New things in IT industry than read and subscribe on http://www.knowledgement.ie OR go to http://www.cloudyogi.com/ for CRM purchase consultation.
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  • Nakul this is a great work. One more player in the market www.erpincloud.com while updating your research document you can also include ERPINCLOUD in your research
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A Comparison of Cloud based ERP Systems

  1. 1. Nakul Patel 0 This document provides a comparison of the various cloud-based service offerings for ERP software based on the data collected from various internet sources. Soft-wares, in this report, are compared on the basis of general features such as pricing, support, etc. as well as on the basis of more specific features such as the supported modules and additional capabilities. In all, this assignment compares 7 of the industry perceived best cloud based ERP systems (viz., Plex Online, NetSuite, Epicor, Infor, SAP Business ByDesign, Microsoft Dynamics and Oracle) are described in detail towards the latter part of document. Software Package Comparison for Cloud-based ERP Systems Prepared by: Nakul Patel
  2. 2. 1 CLOUD-BASED ERP SOFTWARE ANSWERING THE BIG WHY CLOUD ERP Cloud ERP is an approach to enterprise resource planning (ERP) that makes use of cloud computing platforms and services to provide a business with more flexible business process transformation. Enterprise resource planning is an industry term for the broad set of activities that helps a business manage the important parts of its business such as purchasing and inventory management. ERP applications can also include modules for the finance and human capital management aspects of a business. An ERP system integrates internal and external management information across the entire company, assimilating accounting, manufacturing processes, sales, and customer relationship management. ERP systems facilitate the flow of information between all business functions inside and outside the organization. In the cloud model, the software vendor houses and manages the software and buyers pay a subscription price for the software - typically on a monthly or annual basis. This removes the need for businesses to host and maintain the software and data on their own servers. This model is not to be confused with “web-enabled” software, which means that the software is still installed on-site but the data is accessible online. In both cases, system data can be accessed through an Internet connection, enabling employees to remotely access their business data through any device with online capabilities. To some industry experts, the promise of cloud computing is that it will provide an opportunity for business to completely transform how it uses and pays for information technology. For example, cloud-sourcing legacy ERP applications might eliminate the need for a business to purchase the necessary server and storage hardware and maintain it on site which, in turn, has the potential reduce operational expenditures (OPEX). Other industry experts, however, point out that the problems associated with ERP software deployments – such as integration problems between ERP modules and a company’s legacy systems – would simply transfer to the cloud. THE CLOUD ERP SCENARIO The wheels of a cloud based ERP system have started turning and it is expected that by the year 2015 global expenditure on cloud based ERP systems will have increased by 21% according to research carried out by Forrester!
  3. 3. 2 According to a Gartner Forecast from late 2011, the SaaS-delivered ERP market will grow at a 14.7% compound annual growth rate until 2015. Manufacturing software vendors are moving their attention to the cloud and the market is divided between 4 major SaaS ERP players: NetSuite Manufacturing, Epicor Express for Manufacturing, Infor Industrial Manufacturing, and SAP Business ByDesign. The hope is that ERP software developed specifically for cloud computing environments will include new feature sets that were simply not possible using old technology. Until then, cloud ERP is seen as being good for startup organizations and new business divisions within an existing company. ADVANTAGES OF CLOUD-ERP The most common benefits of the cloud-based ERP systems are as follows – 1. Minimized initial investment. On-site ERP solutions require purchasing, housing and maintaining servers, then deploying, configuring, and maintaining the ERP software. The Cloud ERP solution does not require a substantial initial investment. The process of implementing, maintaining, and keeping the solution up to date is the responsibility of the solution provider. 2. Minimized technical staff implication. By eliminating the costs and complexities of installing and integrating additional hardware to support the ERP, enterprises that use cloud-based solutions don’t have to hire additional technical staff to support the application on an ongoing basis. 3. Increase ROI of the ERP application investment. Cloud ERP solutions can easily be implemented and integrated faster into the enterprise’s day-to-day activity. 4. Increased scalability. Cloud ERP systems are easily scalable to meet new business requirements. This benefit is particularly useful for enterprises with specific seasonal activities that need to quickly develop or integrate new functions to meet their business requirements. 5. Subscription benefits. First and foremost, since all SaaS services are offered on a subscription basis, there are no unexpected costs. Customers know exactly how much the system will cost them this month, next month and every other month which is a very appealing prospect especially for smaller businesses whose funds tend to be considerably smaller. Even if the prices for the SaaS system do increase, they don’t tend to increase by a great deal. FIGURE 1: BENEFITS OF CLOUD BASED ERP 6. Faster implementation. Management and setup of an SaaS system are all the responsibility of the vendor so there no real setup or installation process. Most parts of the system will come preconfigured and ready to be setup integrate into your business. This results in a much faster and simpler setup process which ultimately lead to a faster ROI since initial costs are lower.
  4. 4. 3 7. Lower initial costs. Since an SaaS system requires very little in the way peripherals and such technology normally found in the average non cloud based ERP solution, the costs of running an SaaS system are much lower as well. The only maintenance cost to the customer would be the wage packet given to the employees using the software. What’s more, most ERP vendors allow for additional users to easily be added into the SaaS system without the need for any additional technology to be implemented so the system can expand easily if you ever need it to. 8. Fewer Responsibilities. Running an in house system means brings with it the added responsibility of dealing with any problems that may occur such as on-site hardware implications, software problems and network issues which makes troubleshooting an error somewhat difficult. However, with an SaaS system all of this is the vendor’s responsibility so the customer does not need to worry about any problems that may occur. 9. Focus on what you are best at. Possibly the major benefit of implementing any SaaS system is the freedom that the customer benefits from since many of the responsibilities of running and maintaining the system are given to the vendor so the customer can focus on doing what they do best – selling the products and services they offer.
  5. 5. 4 A TYPICAL ERP SOFTWARE LOOKING CLOSELY AT ERP MODULES Enterprise resource planning (ERP) systems integrate internal and external management information across an entire organization— embracing finance/accounting, manufacturing, sales and service, customer relationship management, etc. ERP software integrates all facets of an operation, including development, manufacturing, sales and marketing. The purpose of ERP is to facilitate the flow of information between all business functions inside the boundaries of the organization and manage the connections to outside stakeholders. ERP software consists of many enterprise software modules that are individually purchased, based on what best meets the specific needs and technical capabilities of the organization. Each ERP module is focused on one area of business processes, such as product development or marketing. Some of the more common ERP modules include those for product planning, material purchasing, inventory control, distribution, accounting, marketing, finance and HR. ERP SOFTWARE MODULES Different ERP modules cover common functional areas. Organizations implement the modules in ERP that are both economically and technically feasible and profitable. We will describe some of the common modules below. COMMON ERP MODULES  Finance & Accounting  Supply Chain  Manufacturing  Materials Mgmt.  Sales  Project Mgmt.  CRM  HRM
  6. 6. 5 FIGURE 2: ERP MODULES Finance Module All kind of organizations small scale, large scale organizations benefit from the implementation of ERP financial module. The financial module is the core of many ERP software systems. It can gather financial data from various functional departments, and generates valuable financial reports such general ledger, trail balance, asbalance sheet and quarterly financial statements. Production Module In the process of evolution of manufacturing requirements planning (MRP) II into ERP, while vendors have developed more robust software for production planning, consulting firms have accumulated vast knowledge of implementing production planning module. Production planning optimizes the utilization of manufacturing capacity, parts, components and material resources using historical production data and sales forecasting. HR Module Human Resources is another widely implemented ERP module. HR module streamlines the management of human resources and human capitals. HR modules routinely maintain a complete employee database including contact information, salary details, attendance, performance evaluation and promotion of all employees. Advanced HR module is integrated with knowledge management systems to optimally utilize the expertise of all employees. Purchasing Module Purchase module streamline procurement of required raw materials. It automates the processes of identifying potential suppliers, negotiating price, awarding purchase order to the supplier, and billing processes. Purchase module is tightly integrated with the inventory control and production planning modules. Purchasing module is often integrated with supply chain management software.
  7. 7. 6 Inventory Module Inventory module facilitates processes of maintaining the appropriate level of stock in a warehouse. The activities of inventory control involves in identifying inventory requirements, setting targets, providing replenishment techniques and options, monitoring item usages, reconciling the inventory balances, and reporting inventory status. Integration of inventory control module with sales, purchase, finance modules allows ERP systems to generate vigilant executive level reports. Sales and Marketing Module Sales module implements functions of order placement, order scheduling, shipping and invoicing. Sales module is closely integrated with organizations' ecommerce websites. Many ERP vendors offer online store front as part of the sales module. ERP marketing module along with CRP supports lead generation, direct mailing campaign and other marketing works. Scheduling of the promotion is possible using this. CRM Module Customers are the most integral part of the business. It is necessary for a company to manage interactions with current and future customers. It aims at providing a 360 degree view of customer data. It helps you to know your customer better and includes many features such as activities, history, related contacts, addresses of your customers and their relations with your competitors. The flexible database structures enables you whatever information you would like to keep on your customer and maintains such information for your future reference. CRM module can also offer an effective customer complaint management tool including repairs processing and document management.
  8. 8. 7 CLOUD-BASED ERP OFFERINGS KNOWING THE OPTIONS The software-as-a-service (SaaS) concept is being clarified, and lessons are being learned by manufacturing companies around the globe. New vendors are offering various cloud-only ERP solutions for manufacturing, while many traditional vendors have developed cloud or SaaS versions of their existing applications, or new cloud systems that parallel the older on-premise ones. Even more significantly, manufacturers are giving cloud deployment serious consideration as part of their IT strategy for the future. CLOUD-ERP VENDORS Some of the most common Cloud-ERP vendors are listed below – Plex Systems Plex Systems was the first software vendor to bring a cloud-based ERP system to manufacturing software. The company got its start in the automotive industry but recently expanded into food & beverage and other segments. Plex Online is well suited for a variety of manufacturing segments, including automotive, electronics, industrial machinery and plastics, and can support several manufacturing modes, including discrete, mixed mode, process and make-to-order. It is a comprehensive web-based solution that ties the whole enterprise together, including financials, to give businesses a clear, complete snapshot of their company. It comes with multi-language and multi-currency capabilities, and can handle multiple locations, and is eminently scalable, so it grows as the business grows. NetSuite NetSuite is a complete cloud-based ERP solution that integrates with inventory, warehouse management, accounting, and customer relationship management. Ideal for businesses managing production orders and inventory restocking. In addition, the system supports inventory for multiple different locations, assembly management CLOUD BASED ERP – ARE THESE OPTIONS ENOUGH? Cloud ERP adoption is sometimes a controversial process, more complex than it originally appeared. Some ERP vendors have had to discontinue their cloud offerings. Cloud ERP offerings are not yet mature enough or sufficiently diversified to fully fit the entire manufacturing industry.
  9. 9. 8 requirements, bill of materials, work order management, diverse methods of measurement, bar coding procedures, and other necessary business processes in the manufacturing industry. It can also integrate shipping processes with mainstream carriers, such as FedEx. Epicor With extensive functionality for inventory, accounting, pre-production materials, and manufacturing execution, Epicor delivers a fully integrated web-based software system. Ideal for manufacturers with $1 million+ in revenue. Epicor provides its offering in three flavors –  Epicor ERP  Epicor Express  Epicor iVP ORACLE Using the Oracle Technology Foundation, JD Edwards' ERP software is scalable and versatile to meet the needs of a wide variety of vertical markets. Supports multiple languages and currencies. Available as on-premise and web-based. It offers applications for accounts payable, accounts receivable, advanced cost accounting, expense management, financial management and compliance, fixed asset accounting, and a general ledger. The system can support multiple languages and currencies. Infor Infor provides an extended ERP system for the Microsoft® platform that allows companies to manufacture, sell, and service with speed and accuracy. It is a flexible, fully integrated, and easy to use ERP suite that is widely deployed across many different types of industries from aerospace to biomedical, capital equipment, precision tools and more. Infor has two editions of offerings in –  Infor Syteline  Infor Visual ERP SAP SAP newest Saas ERP software, Business ByDesign is a fully comprehensive integrated business management package that is delivered On Demand through a “cloud” or Software as a Service (SaaS) model. Business ByDesign is the only ERP software product that embeds SAP’s best practice business process expertise and IP. This new software solution is designed to provide manufacuturing and distribution SMEs (small and medium businesses) with the benefits of a large scale business application without the need for a large IT department and/or an upfront licensing fee. With Business ByDesign, SMEs now have access to the same SAP business process expertise that has helped many of the world’s leading companies maintain their leading edge.
  10. 10. 9 Microsoft Originally designed as a financial accounting system, Microsoft Dynamics GP was extended to serve as a complete ERP suite. Also includes applications for managing HR, manufacturing planning, supply chain, IT, and more. Microsoft Dynamics GP has applications for financial management, human resources management, manufacturing planning, supply chain management, field service, business intelligence, collaboration, compliance, and IT management. The Advanced Management edition contains additional features not found within the Business Essentials edition. There are also a la carte modules which can be purchased separately, along with hundreds of third-party applications from Independent Software Vendors (ISVs) which can be added to the system to fit additional needs. QAD QAD Enterprise Applications is a complete suite of software designed to support all of the key processes of global manufacturers. The software is in use at over 5,500 sites worldwide. QAD Enterprise Applications enables measurement and control of all key business processes, and utilizes industry specific best practices to support companies, whether in a single plant or across an entire global organization. IQMS IQMS, an innovator in Enterprise Resource Planning (ERP) software and creator of a truly single-source software solution, provides manufacturers with all the functionality to efficiently manage and improve business processes. The company's flagship product, EnterpriseIQ, intuitively combines real-time manufacturing, accounting, and supply chain management into one database. IQMS provides business and plant management software that allows manufacturers to run more effectively and more profitably. Sage Sage ERP X3 is designed for nearly size of company in need of an ERP solutions. Sage ERP X3 is particularly strong in manufacturing and distribution with inventory control, supply chain management and accounting functionality. Sage ERP offers functionality for accounting, inventory control, material resource planning, shop floor control, human resources, and supply chain management. The system is relatively unique for the manufacturing and distribution software markets in its ability to offer the choice of multiple databases, operating systems, and deployments (on-premise or web-based). IFS IFS has a solid, growing presence in the North American business software market. IFS North America serves medium-size to large companies in a variety of key industries, including aerospace and defense, industrial manufacturing, automotive, high-tech, construction, and process industries such as food and beverage.
  11. 11. 10 TGI TGI's Enterprise 21 ERP delivers fully-integrated sales order management, procurement, inventory management, warehouse management, financial management, advanced planning, customer relationship management (CRM), business intelligence, and manufacturing management software functionality in a single ERP system. Enterprise 21’s underlying system architecture is flexible and configurable by design, enabling organizations to implement the system to meet their unique business process requirements. Offering a broad scope of software functionality, Enterprise 21 ERP is highly scalable ERP solution that allows your business to grow without the addition of additional modules, bolt-ons, or third-party software packages. ProcessPro ProcessPro Premier® is a fully-integrated ERP system incorporating “industry best practice” processes from beginning sales order entry through manufacturing, inventory, and accounting. ProcessPro Premier® is the only product of its kind that is based exclusively on the Microsoft Visual Studio® suite and SQL server database. It offers the added advantage of Microsoft’s extensive research, development, and testing in every package. Unlike other products that rely on proprietary languages and databases, ProcessPro Premier® delivers a fully tested standard that is accepted around the world – ensuring reliability, consistency, and a solid product future. Vai VAI provides flexible, fully integrated business software solutions that give companies of all sizes a true market advantage. With VAI's Enterprise Resource Planning (ERP) application, S2K Enterprise Management Software, you'll obtain reliable data that will streamline your business processes to make it more competitive, responsive, and profitable. Our ERP application features industry-specific modules for manufacturing, wholesale distribution, warehouse management, food, retail and e-business. VAI also provides a software-as-a-service (SaaS) option – featuring multi-tiered support in mindSHIFT Technologies, Inc.’s 24x7x365 data center – for the S2K Distribution, S2K Manufacturing, S2K Warehouse Management, S2K Food, S2K Retail, and S2K Service and Repair enterprise resource planning (ERP) software solutions.
  12. 12. 11 COMPARATIVE ANALYSIS OF CLOUD-BASED ERP OFFERINGS (SAAS) UNDERSTANDING THE OPTIONS WHY SELECT Once we have identified the options available to us in terms of ERP offerings, next step is to select the right option. Whereas with the correct ERP system (and there are an overwhelming amount to choose from), a seamless flow of information is created between all business functions inside the boundaries of the organization, along with connections to outside stakeholders, selecting an inappropriate ERP package can result in a plethora of problems. The ill effects of wrong selection An ERP system that is not a right fit tends to weigh down the entire organization. There is the tendency on the part of people to generate alternative manual approaches and work around ERP system inefficiencies. This can compromise security and audit requirements and have a debilitating effect on employee morale. The financial consequence of selecting a wrong ERP is significant. There are examples of manufacturers spending substantial amounts of time and money on ERP implementations only to realize that a different ERP system would have been a better fit. The benefits of a right selection On the brighter side, there are benefits of getting it right. We have already discussed most of the benefits of an ERP system. BASELINE LIST FOR CHOOSING THE RIGHT ERP SOLUTION  Industry Fit  Core Strengths  Industry Norms  Vendor Sustainability  Usability 1.
  13. 13. 12 When implemented effectively, ERP can improve alignment of processes with organizational strategy, reduce costs and improve productivity. An Aberdeen group study estimated that best-in-class ERP implementations reduced inventory by as much as 22% and operating costs by as much as 20%. FIGURE 3: AFTER EFFECTS OF BAD ERP FIGURE 4: BENEFITS OF ERP IMPLEMENTATION Thus, it is very important to know the various aspects of the ERP offering you are going to choose. We present the comparative analysis of different ERP systems in this chapter. The comparison is done on the basis of primarily 4 criterion described below – 1. General – Under this we present the comparison on the basis of various aspects such as pricing, subscription options, supported users, latest version available, supported platforms, etc. 2. Modules – We compare the modules offered in different cloud based ERP packages and also compare the functionalities provided by each of the module. 3. Additional Capabilities – We also have a look at what additional modules & services are supported by the ERP system in addition to the standard modules described previously in Chapter 2.
  14. 14. 13 4. Service Support – We also compare the additional services provided by the vendor along with the software offering, such as, support, implementation/deployment, training and any additional proprietary services. COMPARISON OF CLOUD BASED ERP (SAAS) OFFERINGS General Data Product Name Version Price Range Financing Options User Range Multi -Site Multi National Architecture Database Platform Server OS SAAS Plex Systems Always Current $5K + per month- Subscription 20-1000+ Yes Yes SaaS Multitenant SOA MS SQL Server, Progress, IBM DB2, Oracle, ODBC Compliant, Pervasive, Sybase, Cloud-Based (Saas), Universal Compatibility, Quickbooks Linux, Windows, Unix, Novell Netware, Solaris, AIX, HP- UX, Compatib le With All Yes NetSuite Always Current $10K- 100K Subscription 10+unlimit ed Yes Yes SAAS, Multitenant MS SQL Server, Progress, IBM DB2, Other, Oracle, Proprietary`, Cloud-Based (Saas), Universal Compatibility, Quickbooks Mac OS, Windows, Unix, Novell Netware Yes Epicor ERP 9.05 $4K -500K Lease, Owner Financing, Lease to own 1-1000+ Yes Yes SOA MS SQL Server, Progress, Cloud-Based (Saas) Linux, Windows, Unix Yes EnterpriseIQ 7.7 $20K- 200,000K Lease, Financing 5-Unlimited Yes yes SOA, .NET Oracle, Cloud-Based (Saas) Linux, Windows, Unix Yes Sage ERP X3 6.5 $2,600 / User- 20-1000+ Yes Yes MS SQL Server, Oracle, Cloud-Based (Saas) Linux, Windows, Unix No Infor VISUAL 6.5.4 $12K- 100K Lease, Owner Financing, Lease to own 5-500 Yes Yes SOA MS SQL Server, Progress, IBM DB2, Other, Oracle, Proprietary`, Cloud-Based (Saas) Linux, Windows, Unix Yes IFS Applications 8.0 8 300K-2M Lease, Owner Financing 40-5000 Yes Yes SOA Oracle, Cloud-Based (Saas) Linux, Windows, Solaris, AIX, HP- UX Yes Enterprise 21 ERP 8.1 $30K- $750K Lease, Interest Free Financing 5-1000+ Yes English / Spanish SOA MS SQL Server, Progress, IBM DB2, Oracle, ODBC Compliant, Cloud-Based (Saas) Mac OS, Linux, Windows, Unix Yes SAP Business ByDesign Cloud and Mobile Based $150/user/ mo- Lease, Owner Financing, Financing 10 to Unlimited Yes US, UK, France, Germany, Model-driven "Cloud" Cloud-Based (Saas), Quickbooks Windows Yes
  15. 15. 14 (Always Current) India,& China ProcessPro® Premier 10.2 $100K- 750K Lease 5-1000 Yes Yes .NET, ClientServer MS SQL Server, Cloud-Based (Saas) Windows Yes Epicor Express 9 $400- $5K/Mo. Subscription Jan-50 Yes Yes MS SQL Server, Progress, Cloud-Based (Saas), Quickbooks Windows Yes Infor Syteline 8.01.00 $25K- 100K Lease, Owner Financing, Lease to own 5-350 Yes Yes SOA MS SQL Server, Progress, IBM DB2, Other, Oracle, Proprietary`, Cloud-Based (Saas) Linux, Windows, Unix Yes Oracle E- Business Suite Release 12 $12K- $350K Lease, Financing 25-1000+ Yes yes SOA MS SQL Server, Progress, IBM DB2, Other, Oracle, Proprietary`, Cloud-Based (Saas) Mac OS, Linux, Windows, Unix, Novell Netware, Solaris, AIX, HP- UX, i Operating System Yes Microsoft Dynamics AX AX (2012) $20K- 750K Lease, Owner Financing, Financing 5-1000 Yes Yes SOA, .NET MS SQL Server, Oracle, Cloud-Based (Saas) Windows Yes S2K 5.0.2 80K-150K Lease, Financing 15+ Yes Yes (UK, CA, Caribbean ) SOA Power, Cloud- Based (Saas) i Operating System Yes Microsoft Dynamics GP 2010 $10K- 100K Lease, Owner Financing, Financing 25-500 Yes yes SOA, .NET MS SQL Server, IBM DB2, Other, Oracle, Proprietary`, Cloud-Based (Saas) Mac OS, Linux, Windows, Unix, Novell Netware Yes Epicor iVP 5.3 $3,000 per user- Lease, Owner Financing 10+ Yes Yes SOA IBM DB2, Other, ODBC Compliant, Power, Cloud- Based (Saas) i Operating System Yes QAD Enterprise Applications 2012.1 $250/User - Subscription 10-20,000 Yes Yes SOA, DA Progress, Oracle, Cloud-Based (Saas) Windows Yes TABLE 1: GENERAL DATA Modules Supported MATERIALS MANAGEMENT MODULE Product Name Modules Plex Systems Inventory Summary Inventory Tracking Bill of Materials Bar Coding Job Tracking System Material Requirements Planning NetSuite Multi-location Inventory for Distributor Advanced Shipping Bin Management Order Promising Real-Time Sustem Return Materials Authorization Epicor ERP Advanced Material Mgmt. Bar Coding Handheld Material Handler Interface Material Movement Prioritize Orders Sales Order Allocation
  16. 16. 15 EnterpriseIQ Inventory Control Vendor Managed Inventory Wireless Warehouse Management System Sage ERP X3 Inventory Control Infor VISUAL Enterprise Resource Planning Product Lifecycle Mgmt Quality Management IFS Applications 8.0 Inventory Forecasting Inventory Planning Enterprise 21 ERP Inventory Management Procurement Warehouse Management System SAP Business ByDesign ProcessPro® Premier MRP IC AWS Physical Inventory Epicor Express Material Management Infor Syteline Material Management Summary Plant Maintenance Oracle E- Business Suite Inventory Management Warehouse Management Microsoft Dynamics AX Inventory Controls Manufacturing Material Planning Warehouse Management S2K Master Production Schedule (MPS) Material Requirement Planning Microsoft Dynamics GP Inventory Management Materials Requirement Planning Epicor iVP Bar Code Labeling / Serialization Purchasing QAD Enterprise Applications TABLE 2: MATERIALS MANAGEMENT MODULES SALES ORDER MANAGEMENT MODULE Product Name Modules Plex Systems Commission Tracking Competitor Intelligence Database Customer Orders E D I Order Entry & Tracking Quote Tracking Sales Order NetSuite Automated Order Processing Automated Payments One Click Purchase Orders Order Management Procure- to-Pay Purchasing Real Time Order Status Self- Service Vendor Center Shipping Integration Streamline d Receiving Epicor ERP Order Management Sales Mgmt. Overview Demand Management Electronic Data Interchange Estimate / Quote Mgmt. Storefront EnterpriseI Q Packing Slip & Shipping Management Quoting and Estimating Sales Orders Sage ERP X3 Purchasing Management RF Warehousing Sales Monitoring
  17. 17. 16 Infor VISUAL Sales Management IFS Application s 8.0 Coordinate Projects Sales Sales Quotes Enterprise 21 ERP Sales & Order Management SAP Business ByDesign ProcessPro ® Premier Order Entry Epicor Express Estimating & Quoting Order Management Infor Syteline Advanced Forcasting Estimating / Quoting Request for Quote Oracle E- Business Suite Oracle Partner Management Quoting Sales Management Sales Proposal Microsoft Dynamics AX Sales & Marketing Sales Management S2K Order Processing Work Order Processing Microsoft Dynamics GP Sales Configuration Sales Forecasting Epicor iVP Customer Returns and Credit Management Estimating and Quoting Invoicing Lead Tracking Order Processing Sales Forecastin g and Analysis Warranty Management QAD Enterprise Application s TABLE 3: SALES ORDER MANAGEMENT MODULES FINANCIAL MANAGEMENT MODULE Product Name Modules Plex Systems Accountin g Overview Accounts Receivabl e / Accounts Payable Costing Expense Project Tracking Inventory Valuation Multi- Company Financial Consolidatio n NetSuite General Ledger, Payables & Receivabl es Financial Summary Advanc ed Billing Amortizatio n Schedules Multi- currency Transactio ns Project Accounting Revenue Recognition Epicor ERP General Ledger Accounts Payable Account s Receivab le Multi- Currancy / Company Financial Mgmt Overview Tax Connect Cash / Asset Mgmt Global Engines Enterprise IQ Financial Overview General Ledger Finanaci al Accounts Payable Accounts Receivabl e Electronic Data
  18. 18. 17 Reportin g Interchange (EDI) Sage ERP X3 Business Intelligenc e Data Collection Financi al Overview Infor VISUAL Financial Managem ent IFS Applicatio ns 8.0 Accounts Payable & Receivabl e Budget Managem ent Cash Flow Consolidate Accounts Financial Summary Fixed Assets General Ledger Enterprise 21 ERP Financial s Overview Financial Reports SAP Business ByDesign Accounts Payable Accounts Receivabl e Cash Flow Financial Management Financial Statement s Foreign Currency ProcessPr o® Premier Accounts Payable (AP) Accounts Receivabl e (AR) General Ledger (GL) Project Accounting Epicor Express Accounts Payable Accounts Receivabl e General Ledger Multi- Currency Payroll Infor Syteline Financial Managem ent Oracle E- Business Suite General Ledger Accounts Payable Asset Tracking Microsoft Dynamics AX AR / AP Dynamic AX Financial Features and Summary Fixed Assets General Ledger Internatio nal Project Accounting S2K Accounts Payable Accounts Receivabl e Financi al Highlight s General Ledger Microsoft Dynamics GP Business Intelligenc e Financial Managem ent Multicur rency Online Reports Epicor iVP Accounts Payable Accounts Receivabl e Capital Assets General Ledger QAD Enterprise Applicatio ns Accounts Payable Accounts Receivabl e Banking / Cash Mgmt. Budgeting Finanaci al Overview Financial Analysis Governan ce, Risk & Compliance Manage ment Reportin g Multi- GAAP TABLE 4: FINANCIAL MANAGEMENT MODULES
  19. 19. 18 PRODUCTION MANAGEMENT MODULE TABLE 5: PRODUCTION MANAGEMENT MODULES SUPPLY CHAIN MANAGEMENT MODULE Product Name Modules Plex Systems Online Order & Tracking Online Tool Release Problem Control Supplier Quality Supply Chain Overview NetSuite Supply Chain Overview Epicor ERP Supply Chain Mgmt Overview Inventory Mgmt Purchase Mgmt Shipping & Receiving Sourcing Supplier Relationshi p Mgmt. Warehouse Mgmt Enterpri seIQ Capable to Promise Deman d Planning Materials Ordering Outsourc e Central Sage ERP X3 Infor VISUAL Enterpri se Asset Mgmt Supply Chain Mgmt Product Name PlexSystems Barcode Labeling Capacity Planning Complex Assembly Labor & Time Tracking Multi-Plants Plant Floor Mobile Access PLC Machine Integration Preventative Maintenance Production Scheduling Overview Shop Floor Control Statistical Process Controls NetSuite Advanced Multi- location Inventory Aseembly Management Work Order Management Epicor ERP Production Mgmt Overview Advanced Production Advanced Quality Mgmt Job Management Lean Manufacturing Manufacturing Execution Systm. Planning & Scheduling EnterpriseIQ Bill of Manufacture (BOM) Engineering Change Order Manufacturing & Production Reporting Material & Capacity Requirements Planning Production Overview Quality Management Real Time Monitoring Sage ERP X3 Discrete Manufacturing Process Manufacturing Infor VISUAL IFS Applications 8.0 Batch Process Constraint-Based Scheduling Costing Make to Order Make to Project Multisite Planning Shop Order Enterprise 21 ERP Manufacturing SAP Business ByDesign Production Planning & Scheduling Project Management ProcessPro® Premier Advanced Scheduler Formulation Manufacturing ( BOM) QualityControl ( QC) R & D Security Regulations Standard Reports Epicor Express Bill of Materials Document Management Engineering Change and Revision Control Job Management Lean Production Quality Assurance Routing Scheduling Shop Floor Control Infor Syteline Engineering Planning & Scheduling Production Management Project Control Shop Floor Data Workflow Oracle E-Business Suite Production Scheduling Project Costing Shop Floor Management Microsoft Dynamics AX Bill of Materials Product Builder Production Key Features S2K Capacity Requirements Planning Shop Floor Control Microsoft Dynamics GP Bill of Materials Manufacturing Order Process Quality Assurance Epicor iVP Bill of Materials Maintenance Production Control QualityControl Serial and Lot Tracker Shop Floor Reporting Work Order Scheduler / Repetitive Scheduler QAD Enterprise Applications Lean Manufacturing Manufacturing Execution Manufacturing Overview Manufacturing Planning Manufacturing Scheduling Product Data Management Product Data Management Quality Management Modules
  20. 20. 19 IFS Applicati ons 8.0 Supply Chain Enterpri se 21 ERP Material Requirem ents Planning (MRP) Distributi on Require ments Planning (DRP) SAP Busines s ByDesig n Supplier Relations hip Mgmt Supply Chain Mgmt Process Pro® Premier Dock Scheduli ng Electron ic Data Interchan ge (EDI) Master Production Scheduler Purchase Orders (PO) Epicor Express Purchas ing Shippin g & Receivin g Supplier Mgmt Infor Syteline Shipping / Receivin g Oracle E- Busines s Suite Supply Chain Executio n Supply Chain Planning Microsof t Dynamic s AX Supply Chain Key Features S2K Inventory Mgmt Microsof t Dynamic s GP Epicor iVP EASY EBusines s Suite EDI / Release Accounti ng QAD Enterpri se Applicati ons Consign ment Deman d Mgmt Purchasi ng Release Mgmt Supply Chain Overview Supply Chain Planning Supply Chain Portal Transport ation Mgmt Warehousi ng TABLE 6: SCM MODULES
  21. 21. 20 CUSTOMER RELATIONSHIP MANAGEMENT MODULE TABLE 7: CRM MODULES Product Name Plex Systems Configurator Pricing Cost & Quote Estimating Customer Master List Customer Relations Summary Field Service Opportunity Tracking Quick Quoter Quote Tracking NetSuite Incentive Management Job and Project Tracking Partner Relationship Sales Order Management Self Service Customer Portal Website Epicor ERP Customer Relations Overview Campaign Connect Case Management Informatin Worker Lead / Opportunity Mgmt Mobile Connect Service Management EnterpriseIQ Customer Relationship Management (CRM) Sage ERP X3 CRM Infor VISUAL Customer Relations Mgmt IFS Applications 8.0 CRM Features Customer Services Information Shring Mobility Features Enterprise 21 ERP Customer Relationship Management SAP Business ByDesign Customer Relationship Management ProcessPro® Premier CRM Epicor Express Contact Management Lead & Opportunity Management Marketing Management Infor Syteline Customer Relations Management Field Service Management Oracle E-Business Suite Microsoft Dynamics AX Marketing Automation Sales Force Automation S2K Customer Relationship Management Marketing Automation Remote Sales Force Automation Microsoft Dynamics GP Customer Relationship Mgmt Epicor iVP Customer Relationship Management QAD Enterprise Applications Configurator Customer Relationship Management Customer Self Service Demand Management Pricing Sales Analysis Sales Orders Sales Quotes & Orders Trade Management Modules
  22. 22. 21 Additional Capabilities TABLE 8: ADDITIONAL CAPABILITIES Product Name Plex Systems Business Intelligence Computer Aided Design Document Control System E-Commerce Electronic Data Interchange Groupware Communication Human Resources Overview SmartPlex Mobile Access NetSuite Real Time Dashboards Security Epicor ERP Compliance Overview Enterprise Performance Mgmt Global Business Mgmt Human Capital Mgmt Overview Product Data Mgmt Service Mgmt. Overview EnterpriseIQ Payroll Processing Work Force Management Sage ERP X3 Multi-Channel Retail and Direct Marketing Wholesale Distribution Infor VISUAL Human Capital Mgmt IFS Applications 8.0 Business Analytics Human Resources Enterprise 21 ERP Business Intelligence e-Commerce Enterprise 21 Workbench Designer SAP Business ByDesign Business Analytics and Collaboration Compliance Management Executive Management Human Resource Management ProcessPro® Premier Business Intelligence Comprehensive Lot Traceability FDA Compliance MSDS Multicurrency Nutritional Labeling System Manager Epicor Express Business Intelligence Infor Syteline Human Resources Internationaliza tion Intuitive User Interface Multi-Site, Multi-Plant Quality Control (Supplier) Report & Analysis Sytline Data Collection Oracle E- Business Suite Human Resources Analytics iSupport Microsoft Dynamics AX Alert System Business Intelligence Compliance Management Human Resource Service Managment S2K (EDI) Electronic Data Interchange Distribution Management e Business Applications S2K Mobile Microsoft Dynamics GP Epicor iVP Easy e- Business Epicor Analytics Inventory Control System Utilities Time and Attendance QAD Enterprise Applications Analytics Enterprise Asset Management Interoperability Solutions Modules
  23. 23. 22 Service Support TABLE 9: SERVICES SUPPORT We will explore the individual modules of some of above mentioned ERP packages in coming chapters. We will describe Plex Online, NetSuite, SAP Business ByDesign, Epicor, Microsoft Dynamics and ORACLE in detail. For more information about the rest, references at the end of assignment can be referred. Product Name Plex Systems Security Training Strategies NetSuite Customer Care NetSuite Central Site Consultation Epicor ERP Business Process Outsourcing Hosting Services Learning & Educational Services Managed Services Professional Services Support EnterpriseIQ IQMS EnterpriseIQ Training Programs IQMS Professional Services and Consulting IQMS Technical Support Software Updates and Maintenance Program Sage ERP X3 Infor VISUAL IFS Applications 8.0 Implementation Support Training Enterprise 21 ERP Direct Developer Support SAP Business ByDesign Built in Services and Support ProcessPro® Premier ClientAdvantage ProductAdvanta ge™   Professional Services Epicor Express Implementation Infor Syteline Oracle E- Business Suite Support Resources Microsoft Dynamics AX Support Options S2K Microsoft Dynamics GP Support Options Epicor iVP Implementation and Training Services System Utilities QAD Enterprise Applications QAD Service and Support Modules
  24. 24. 23 PLEX ONLINE PIONEERING CLOUD BASED ERP SOLUTION Plex Online (often referred to as Plex Online Software or Plex Online Cloud ERP) is a software as a service (SaaS) or cloud application ERP that attempts to manage and monitor the manufacturing process and support the functions of production, inventory, shipping, supply-chain management, quality, accounting, sales, and human resource departments, in addition to the traditional ERP roles of finance/accounting, procurement, human capital management, etc. With Plex Online, Plex System accomplished notoriety as the first provider of a complete SaaS ERP solution for manufacturing companies. Plex Online is targeted towards manufacturing industries with rigorous traceability, quality and food safety requirements, including automotive, aerospace, food & beverage, and life sciences or medical manufacturing. Manufacturers needing a solid, reliable cloud-based ERP system that encourages business growth and innovation should look to Plex Online, an industry leader and 2011 CODiE Award-winner for Best Operations Management Solution. Plex Online is ideal for companies using lean manufacturing principles that are committed to high quality products, extensive inventory control (including WIP) and cradle-to-grave traceability. Plex Online is well suited for a variety of manufacturing segments, including automotive, electronics, industrial machinery and plastics, and can support several manufacturing modes, including discrete, mixed mode, process and make-to-order. It is a comprehensive web-based solution that ties the whole enterprise together, including financials, to give businesses a clear, complete snapshot of their company. It comes with multi-language and multi-currency capabilities, and can handle multiple locations, and is eminently scalable, so it grows as the business grows. This state-of-the-art ERP system is web-based, with inclusive scalable pricing that supports an unlimited number of users, including both customers and suppliers. Also, because it is hosted by Plex in a secure environment, you don't have to worry about having a large IT staff or on- premise upgrades. Every time a user logs in, they are working on the PLEX ADVANTAGE Plex Systems was the first software vendor to bring a cloud-based ERP system to manufacturing software. The company got its start in the automotive industry but recently expanded into food & beverage and other segments. Several IT software bloggers have written about Plex’s ability to provide a wide scope of critical features for manufacturers in a SaaS model, where larger ERP vendors have not succeeded.
  25. 25. 24 most updated version of the software. It's completely customizable, with the ability to implement features on-demand, as you need them. For companies looking for traceability, precise inventory management, regulation compliance and the ability to secure key industry certifications, Plex Online is a robust, innovative, cloud-based solution. The system must be accessed using a web browser, making its functions available from anywhere with an Internet connection. The software is designed to provide managers and engineers with real-time visibility to production data. While Plex Systems calls the SaaS solution "ERP", the software goes beyond the traditional boundaries of ERP to include the following integrated functions:  Enterprise resource planning (ERP): Plex Online supports traditional ERP accounting functions, including costing, accounts payables, accounts receivables, general ledger and financial statement generation; human resources and payroll; internal activities related to launching new products, conducting R&D projects and handling major engineering part revisions; and others.  Manufacturing execution system (MES) or manufacturing operations management (MOM): Plex Online supports MES/MOM functions such as production (pull) scheduling and Kanban scheduling; materials management; production control and process instructions; tool, production, scrap, and labor tracking; traceability and part genealogy; and CAD integration. The software includes native support for bar code labeling, wireless handheld devices, PLCs, weigh scales, packaging machines, and other common manufacturing and shipping equipment.  Quality management systems (QMS): Plex Online can gather quality data such as reports on Failure Mode and Effects Analysis (FMEA) and Statistical Process Control (SPC) data from electronic gauges. It helps maintain compliance with quality standards including ISO 9000 and ISO 14000, QS- 9000, TS-16949, AS-9100, etc.  Customer relationship management (CRM): Plex Online supports sales and customer relationship activities common in manufacturing industries, including quote tracking and order entry; release accounting and shipment tracking; revenue reporting; and others.  Supply chain management software (SCMS): Plex Online supports supply chain management functions such as electronic Kanban, online releases, EDI, electronic invoices and shipment notifications, online supplier quality management, cross-company inventory traceability, cross- company quality and production data, and others. EDI is integrated with customer orders, inventory, bar code labeling, packaging, and shipping. PLEX ONLINE – MODULES We will now describe the modules supported by Plex Online. (For list of complete features & support, refer the previous chapter). Materials Management Plex Online supports following modules under Materials Management –
  26. 26. 25 INVENTORY SUMMARY Plex Online provides a powerful and highly-detailed Inventory Tracking System ideal for tracking containers, pieces and/or assemblies as they move through the manufacturing process on the shop floor. The Plex Online Inventory Tracking system is designed to meet the detailed and rigorous needs of the Production and Quality Departments as well as the Accounting Department. Plex evolved in the manufacturing industry and has always been a manufacturing execution system. Inventory Tracking is one of our primary focus areas and often noted as a major differentiator between us and our competitors. Benefits of Plex Online's Inventory Tracking System:  Simple, easy-to-use design for use by shop floor personnel  Real Time  Online  Tracks individual containers, pieces and/or assemblies  Full traceability and part genealogy  Built-in Bar Code Labeling & Reading  Built-in support for mobile/wireless handheld units  Built-in integration with weigh scales, packaging machines, and other equipment INVENTORY TRACKING This Inventory module provides the ability to track individual containers or individual parts on the shop floor. It is designed for manufacturing facilities, especially part manufacturers, tool shops and other situations where detailed, real-time tracking is required. Each container or part is bar coded with a unique serial number used for tracking and traceability. Each inventory record includes Serial No, Part Number, Location, Status and other pertinent data. Inventory records can be seached and summarized for as required to provide real-time inventory reports. The inventory module is the foundation for many other modules, including Production Tracking, Heat/Lot Traceability, Tool Life Tracking, and Scheduling. BILL OF MATERIALS This module defines the components that make up a part. Plex Online supports infinite levels of BOM. It provides indented BOM, exploded BOM, drilldown BOM, and a variety of other methods for visualizing and editing BOMs. Plex Online handles BOMs with just a few components, or many thousands. BAR CODING Bar Code Labeling is a major strength area and product differentiator for Plex. Plex Online has built-in support for printing, reading, and utilizing bar code labels throughout the manufacturing and business process. Plex featues bar coding is an inherent part of our software design, rather than an afterthought or add-on package. Plex Online provides a huge, constantly updated library of pre-formatted bar code label formats from Honda, GM, Ford, DCX, American Axle, and all the other OEMs and Tier 1 companies. Plex Online
  27. 27. 26 supports AIAG, ODETTE, and a variety of other label standards. Plex Online can also be configured to support any other label format you require, whether it's an obscure customer requirement or an internal label. Plex Online specializes in implementing bar coding systems that track containers and/or individual parts on the factory floor using hand-held Pocket PCs. Containers or parts are scanned as they move around the shop floor, providing a highly accurate, real-time inventory system Additional Bar Coding Capabilities  Receiving Raw Materials and Components  Container tracking (used when there are many parts in a container)  Part tracking (used for larger, more complex/valuable assemblies)  Badges (for quick login, time and attendance, and labor tracking)  Machine/Asset Tracking  Locations  MRO Supply Crib Items  Gage Calibration  Tooling  Shipping Labels JOB TRACKING SYSTEM This module is used to track Jobs and Work Orders within the manufacturing facility. It depends on the situation, but usually a Job represents an instruction to the shop floor to produce a certain Quantity of a certain Part Number by a certain Due Date. The Job Tracking system is the foundation for production scheduling, and can be used for simple scheduling on its own. Highly integrated with Inventory, Customer Orders, and several other modules. Nomenclature and specific requirements vary across facilities, and can be fully accommodated: Jobs, Work Orders, Shop Orders, Shop Travelers, Releases, etc. MATERIAL REQUIREMENTS PLANNING (MRP) This module is used to analyze Customer Orders, Raw Material Inventory Levels, Minimum Restock Levels and Lead Times in order to recommend and create releases with suppliers. Similar to traditional Material Requirements Planning (MRP). For ordering raw material and component parts. Sales Order Management Following modules are supported under sales order management – COMMISSION TRACKING The Commission Tracking system provides a framework for setting up a Commission structure for sales people. The system automatically looks up, calculates and records commission when part shipments are made. Reports show the amount of commissions owed based on payment status of the associated customer invoice.
  28. 28. 27 Commissions owed can be selected and used to generate accounts payable records, from which pay checks can then be cut via standard accounting module functionality. COMPETITOR INTELLIGENCE DATABASE This is a database of competitor intelligence, including a list of competitors, markets, personnel, capacity, strengths/weaknesses, and other marketing facts. CUSTOMER ORDERS & RELEASES Easy to use Customer Order functions are used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order ELECTRONIC DATA INTERCHANGE Plex Online’s electronic data interchange (EDI) system is easy to use, highly automated, and reliable. Customers and suppliers seamlessly transmit and receive electronic documents, following industry standards. Advance shipment notices (ASNs) are created and transmitted automatically when shipments are made. Plex Online incorporates all AIAG standards, plus requirements of Honda, GM, Ford, Chrysler, Toyota, and other OEMs. Release Accounting A comprehensive Release Accounting solution fulfills all the requirements for dealing with automotive and other release-driven industries. Release Accounting provides a fully-integrated system that includes: EDI Log, General Shipping Log and Barcoding Library. ORDER ENTRY & TRACKING Plex’s cloud based automated order tracking software features are used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order. Also available is Spot Buy Order Entry for quick entry of spot buy customer orders. This screen will create Order, Order Line, Price, Approved Ship to, and Release records. QUOTE TRACKING Manufacturers improve the ordering process with an easy-to-use mechanism for creating, printing, and tracking RFQ’s and Quotes with Plex Online. It also disables some other “automatic” emails used by non- workflow customers. CUSTOMER ORDERS The Customer Order module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order.
  29. 29. 28 Financial Management Modules supported under financial management are – ACCOUNTING OVERVIEW Plex Online includes a complete Accounting System. One of the most powerful features of the Accounting System is its seamless integration with other parts of Plex Online. Supplier Receipts create AP records. Customer shipments create AR records. Your accounting staff can focus their effort on analysis and follow-up rather than data entry. Accounts Payable Data entry or system creation of supplier invoices in real-time. Active maintenance of outstanding payables and historical management. Payment processing including foreign currency translation. Accounts Receivable Data entry or system creation of Customer invoices including consolidated billing in real-time. Active maintenance of outstanding receivables and historical management. Deposit processing and ability to handle over/under payments. Bank Reconciliation Balancing of all accounting records against bank statement in real-time. Budgeting A module for setting up monthly and annual budgets for revenue and expense GL Accounts, and various reports for analyzing performance and variance to the budget. Credit Checking A module for summarizing the credit status of a customer. Collections In depth maintenance of Customer accounts. Detailed history of invoices, payments, communications, statements and letters. Cross Company Integration A set of features that allow one Plex Customer to seamlessly integrate with a different Plex Customer. This has been configured for container traceability and automatic release creation. Employee Expense Tracking A module for entry and management of employee expenses and reimbursement, such as travel and educational expenses. Expense Project Tracking This module is used by the Accounting and Purchasing departments to track expenses for a special project, such as a press rebuild, a building expansion, or a new R/D initiative. The Project is an auxiliary method for tracking and budgeting expenses, above and beyond the normal Chart of Accounts. Fully integrated with Accounting and Purchasing. Financial Statements
  30. 30. 29 Standard reports including; Balance Sheet, Income Statement, Cash Flow, Aging Schedules, Cash Disbursements/Requirements and more all in real-time. General Ledger Data entry or system creation of journal entries, including reversing entries in real-time. Hours Tracking A module for a professional services organization to track internal labor hours/costs. Inventory Valuation - Standard Cost Using the Part Cost Structure as its base, this module provides Inventory Valuation at Standard. The Valuation can be viewed as a detailed and/or summarized report, at the current moment in time or at any point in the past. This is ideal for those situations where the accounting department needs to know the inventory value at particular moments in time (at the beginning and end of the month, for example) in order to do its month end closing. This module also allows you to value inventory based on different Cost Models and to easily compare the results between the two. Key Measurables A flexible system for setting up, tracking and communicating company performance against a set of management-defined Key Measurables. Ideal for strategic management. Multi-company Financial Consolidation Financial reports, such as Income Statement and Balance Sheet, which combine results for two or more companies. Features include multiple levels of consolidation, intercompany eliminations, currency conversion, and multiple report formats. Outside Collections Calling This app downloads a list of customers indicated as open for outside collections with at least one invoice 45-89 days late. An outside collections firm with access to Plex will download this list for calling. Receiving The Receiving module is a simple-to-use interface for receiving goods into the company, which in turn creates a Receiving History Record, updates the Purchase Order, updates inventory, and creates an un-vouchered Accounts Payable entry (where applicable). Highly integrated with Supplier Module, Inventory, and Accounts Payable. Requisitions Module used by customers for approving items before adding them to Purchase Orders. Strategic Planning This modules provides a structure for developing, documenting, and sharing a detailed Strategic Plan for the company. Workflow A flexible, user-configurable module for designing and implementing Workflows. Workflow formalizes the flow of information/documents through a series of steps to fulfill a specific business process. ACCOUNTS PAYABLE Data entry or system creation of supplier invoices in real-time. Active maintenance of outstanding payables and historical management. Payment processing including foreign currency translation.
  31. 31. 30 ACCOUNTS RECEIVABLE Data entry or system creation of Customer invoices including consolidated billing in real-time. Active maintenance of outstanding receivables and historical management. Deposit processing and ability to handle over/under payments. COSTING Plex Online tracks and records all physical events (receiving, production, inventory status changes, scrap, subcontract, shipping, etc.) on the shop floor, making it ideal for tracking cost.  Actual Costing  Advanced Standard Costing  Cost Setup  Inventory Valuation - Standard Cost  Job Costing  Part Cost Structure EXPENSE PROJECT TRACKING This module is used by the Accounting and Purchasing departments to track expenses for a special project, such as a press rebuild, a building expansion, or a new R/D initiative. The Project is an auxiliary method for tracking and budgeting expenses, above and beyond the normal Chart of Accounts. Fully integrated with Accounting and Purchasing INVENTORY VALUATION - STANDARD COST Using the Part Cost Structure as its base, this module provides Inventory Valuation at Standard. The Valuation can be viewed as a detailed and/or summarized report, at the current moment in time or at any point in the past. This is ideal for those situations where the accounting department needs to know the inventory value at particular moments in time (at the beginning and end of the month, for example) in order to do its month end closing. This module also allows you to value inventory based on different Cost Models and to easily compare the results between the two. MULTI-COMPANY FINANCIAL CONSOLIDATION Organizations that operate in a multi-company structure requiring consolidation of operations and financial positions often need additional time to create and publish need financial reports. Beyond the need to perform a month-end or year-end closing process for each individual business entity, the corporate accounting team needs to perform the same processes at the consolidating level of the organization. In Plex Online, the process of creating a consolidating structure for an organization is simple. An authorized user selects a name for a consolidation group, than assigns the individual entities/subsidiaries to the group. Within Plex, each entity is effectively its own operating company. Larger organizations that consolidate many entities/subsidiaries can design and build complex structures very quickly. Sub-groups can be created to house and report their own subsidiaries, and can be rolled up to a higher consolidation level. There is no limit to the depth of consolidation levels. Plex Online functionality automatically consolidates entities which have different base currencies. Currencies are translated based on period end spot rate (balance sheet current asset and current liability accounts), period average rate (profit & loss accounts) or using historical rates (long term assets, long term liabilities, and equity accounts). Financial statements at the consolidated level can be designed to report foreign currency gain/loss.
  32. 32. 31 Consolidated statements within Plex Online are reported at a category level. The user has the option to view the consolidated numbers by themselves or to view the consolidated numbers along with each subsidiary published numbers and the eliminations. For data validity, when an accounting period is closed at the consolidated level, none of the reporting entities are allowed to enter or generate transactions for that period. When a consolidated fiscal year is closed, the fiscal year for all reporting entities is also closed. Production Management BARCODE LABELING Track containers or individual parts on the factory floor using hand-held pocket PCs. Scan containers or parts as they move around the shop floor for highly accurate, real-time inventory data. The system provides a constantly updated library of pre-formatted barcode label formats supporting industry and OEM standards for most manufacturing industries. Plex Online supports other label formats. CAPACITY PLANNING This module provides reports for analyzing the current and future load on production workcenters.  Rough-cut capacity planning for long term planning  Job Scheduling for job shops and mixed-mode plants  Support for Make-to-Stock and Make-to-Order  High volume and low volume COMPLEX ASSEMBLY Plex Online Cloud ERP offers enhanced functionality to support complex manufacturing in continuous process environments. Improve productivity and increase visibility into the shop floor through the use of programmable logic controllers (PLCs), assembly line support, line processing and online work steps by assembly stations. Generate unique routings and Bills of Material (BOM) based on option configurations. A comprehensive work instruction library dynamically builds work instructions with images and a control plan. Work instructions dynamically link to engineering changes, ensuring the information is always current. LABOR & TIME TRACKING Track both direct labor and indirect labor activity, including the employee, activity, machine, part, operation, project, date, time and hours. This module is fully integrated with the Timeclock screens, the control panel, tool manufacturing system, maintenance system and other modules. MULTI-PLANTS Today’s manufacturer demands a sophisticated network to track inventory, production, and scheduling across multiple locations in different time zones and on different continents
  33. 33. 32 A single tenant may contain several buildings within a facility or several facilities in different locations. Typically, buildings within a facility are in close physical proximity to each other and part of the same financial entity. The separate buildings can house different functions within the manufacturing process, including warehouse capacity, back-office functions, or redundant manufacturing stations. Multi-plant manufacturers within a tenant can effectively leverage Plex Online to easily manage many details of resource planning:  Individuals can be assigned by building, limiting operator access to only required and appropriate information.  Inventory transactions such as viewing, adjustments, and shipping can be restricted by building for better control.  Inventory locations can be specified by building and locations within buildings, if desirable.  Inter-plant shipments and receipts can be supported and tracked with barcoding and mobile readers.  Operators can track in-transit shipments between buildings in real time.  Inventory minimums and maximums for purchased parts and supply items can be established on a building-by-building basis. PLANT FLOOR MOBILE ACCESS Plant Floor Mobile Access applications allow you to use wireless handheld scanning devices exactly where and when you perform:  Critical inventory control and management functions including cycle count  Shipping  Receiving  Supplies (MRO) management  Tool tracking PLC MACHINE INTEGRATION Most manufacturers have Programmable Logic Controllers (PLCs) on their machines and equipment to control and monitor production, but few have learned to take advantage of the raw data the PLC collects. The Plex Online PLC/machine integration module seamlessly links Plex Online information and your production machines to take full advantage of its PLC-equipped machines and better manage production. PREVENTATIVE MAINTENANCE Plex Online’s comprehensive preventative maintenance module includes user-definable attributes, checklists, maintenance request and approval functionality, preventive maintenance, spare parts management, MRO, and more. Automatically schedule preventative maintenance by hours, days, or number of production hits or pieces produced. Plex Online allows the manufacturer to define specific machine parameters and to graph and review data over time for predictive maintenance. SHOP FLOOR CONTROL Plex Online provides an extremely strong Shop Floor Control System (also known as Manufacturing Execution System (MES)). Plex grew up in the manufacturing industry and has always been, first and foremost, a manufacturing execution system. This is one of our primary focus areas and often noted as a major differentiator between us and our competitors.
  34. 34. 33 Plex Online’s full MES solution includes job/production management, process instructions, production scheduling, ultra-detailed real-time inventory control, tool tracking, production tracking, traceability and part genealogy, labor tracking, PLC machine integration, and much more. Plex Online includes the following base requirements for an Manufacturing Execution System:  Simple, easy-to-use design for use by shop floor personnel  Real Time  Online  Built-in Bar Code Labeling  Built-in support for mobile/wireless handheld units  Built-in integration with machine PLCs  Built-in integration with weigh scales, packaging machines, and other equipment STATISTICAL PROCESS CONTROLS Plex Online’s Statistical Process Control (SPC) module collects inspection data and conducts in-process SPCs. It also handles capability studies, dock audits, part layouts, final inspection sheets, PPAP inspections, and special user-defined checks. Perform all statistical calculations and print a variety of reports, such as histograms, averages and ranges, run charts and more. Fully integrated SPC links the Plex Online part specification, control plan and gage control modules PRODUCTION SCHEDULING OVERVIEW Plex Online provides a variety of production scheduling modules and methodologies, from the simplest to the most complex. We apply these methods in combination as warranted by the manufacturing process, the operational constraints, and the manufacturer's scheduling vision. Material Requirements Planning (MRP) This module is used to analyze Customer Orders, Raw Material Inventory Levels, Minimum Restock Levels and Lead Times in order to recommend and create releases with suppliers. Similar to traditional Material Requirements Planning (MRP). For ordering raw material and component parts. Production Requirements Planning (PRP) Evaluates Customer Releases, current Inventory levels, and Min Inventory points, in order to recommend production. Ideal for high-volume, repetitive manufacturers. Visual Sequence Board - Production Scheduling A visual schedule board that displays the Production Runs scheduled into each Workcenter. Each Production Run includes Part No, Operation, Quantity, Raw Matl Availability, Tooling Availability, Due Date and Note. The Schedule Board represents the short term queue of production runs that are scheduled into the machine. A visual tool for human-assisted, drag & drop scheduling. Advanced Production Scheduling (APS) A comprehensive, ultra-detailed, and fully automatic Finite Scheduling system. Includes visual representations of jobs and workcenter loading. Finite Scheduling The most detailed and sophisticated form of computer-automated scheduling and optimization.
  35. 35. 34 Electronic Pull Scheduler This module is used to analyze inventory levels, Minimum Restock Levels, Daily Pulls, and Lead Times in order to recommend and create production jobs and maintain required stock levels. Often used as an electronic pull system. A simple, but powerful min-based approach to lean scheduling. Electronic Kanban Scheduling The Kanban system can be used to augment or replace conventional scheduling. Based on the Toyota Production System, this methodology is especially useful for optimizing the production flow of a small number of high-volume, repetitive parts. A highly visual but virtual method for lean Kanban scheduling. Card-based Kanban Scheduling The Kanban system can be used to augment or replace conventional scheduling. Based on the Toyota Production System, this methodology is especially useful for optimizing the production flow of a small number of high-volume, repetitive parts. Uses Plex-printed, bar coded Scanban™ cards. Supply Chain Management ONLINE ORDER ENTRY & TRACKING The Order Tracking module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order. ONLINE TOOL RELEASES This module provides Web-based communication of releases to Tool Suppliers. Suppliers view the online releases screen to see the releases that have been issued to them. They then commit or reject those release dates/quantities. When they are ready to ship the tools, they use Plex to print out a bar coded shipper ahead of time, which is then delivered and received with the tools. This module facilitates a high-level of real-time communication with your tooling suppliers. This is a very fast and simple way to replace the need for paper releases, EDI, and constant phone calls to the supplier. It also streamlines your receiving process. Because the incoming shipper is bar coded and pre-received, the receiving process is very fast and accurate. PROBLEM CONTROL Plex Online enables the manufacturer to record, track, resolve and check statuses of problems across its supply chain. The system includes forms for problem solving, corrective actions, supplier reporting and resolutions, customer concerns and more. It enables the company to assign to its suppliers one or more actions for containment, correction, and problem prevention, and suppliers can respond to the issues in real time. Plex Online includes an online cost recovery system to issue online chargebacks to suppliers when problems are identified.
  36. 36. 35 SUPPLIER QUALITY MANAGEMENT This module provides the ability to manage supplier quality, including Supplier Status, Certification Level, Problem History, Quality Performance and more. Often used with E-Communication, to allow suppliers to review and interact with their performance over time. Integrated with Supplier Module, Problem Control, Purchasing and Shipping/Receiving. SUPPLY CHAIN OVERVIEW Because Plex Online is an Internet-based application, it provides a powerful suite of tools for Supply Chain Management in all of its many forms. Plex Online connects the manufacturer with its customer and suppliers through an online database of information, providing paperless, real-time communication between trading partners. Our Supply Chain Management includes electronic kanban, online releases, EDI, electronic invoices and shipment notifications, online supplier quality management, cross- company inventory traceability, cross-company quality and production data, and much more. Customer Module This module establishes a master list of Customers, including various Ship To and Bill To addresses, and maintains all customer-related data. A basic requirement for most systems. Supplier List This module establishes a master list of suppliers, and maintains all supplier-related data. A basic requirement for most systems. Online Order Entry & Tracking The Order Tracking module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order. Online Order Inquiry This module allows customers to login to the system and view the real-time status of orders. Inventory Tracking This Inventory module provides the ability to track individual containers or individual parts on the shop floor. It is designed for manufacturing facilities, especially part manufacturers, tool shops and other situations where detailed, real-time tracking is required. Each container or part is bar coded with a unique serial number used for tracking and traceability. Each inventory record includes Serial No, Part Number, Location, Status and other pertinent data. Inventory records can be seached and summarized for as required to provide real-time inventory reports. The inventory module is the foundation for many other modules, including Production Tracking, Heat/Lot Traceability, Tool Life Tracking, and Scheduling. Subcontract Shipping/Receiving This module is used to ship inventory out to processors, track its processing, then receive it back in to the building. Highly integrated with Inventory and Supplier Modules.
  37. 37. 36 Building List This module establishes a master list of buildings, and maintains all supplier-related building data. A basic requirement for most systems. Traceability & Cross Company Integration A set of features that allow one Plex Customer to seemlessly integrate with a diffent Plex Customer. This has been configured for container tracability and automatic release creation. Online Releases to Suppliers This modules provides the ability to publish purchase orders and releases to suppliers via the Internet. Suppliers login, commit to the delivery date, print bar codes, and handle other order fulfillment tasks. This system provides highly-flexible, real-time, paperless, bi-directional communication between the company and its suppliers. Highly integrated with Purchasing and Supplier Modules. We support outbound 830's, outbound 850's, outbound 860's, inbound 856's. The inbound 856's load receipts in the system to receive inventory against. The outbound 830's are releases provided to the suppliers. The outbound 850's are purchase orders to the suppliers and 860's are purchase order changes. Online Tool Releases This module provides Web-based communication of releases to Tool Suppliers. Suppliers view the online releases screen to see the releases that have been issued to them. They then commit or reject those release dates/quantities. When they are ready to ship the tools, they use Plex to print out a bar coded shipper ahead of time, which is then delivered and received with the tools. This module facilitates a high-level of real-time communication with your tooling suppliers. This is a very fast and simple way to replace the need for paper releases, EDI, and constant phone calls to the supplier. It also streamlines your receiving process. Because the incoming shipper is bar coded and pre-received, the receiving process is very fast and accurate. Supplier Quality Management This module provides the ability to manage supplier quality, including Supplier Status, Certification Level, Problem History, Quality Performance and more. Often used with E-Communication, to allow suppliers to review and interact with their performance over time. Integrated with Supplier Module, Problem Control, Purchasing and Shipping/Receiving. Online Supplier PPAP A system for issuing and managing online requests for PPAP from suppliers. (PPAP = Production Part Approval Process) A PPAP is a Production Part Approval Process, which was established by the AIAG and is a QS/TS requirement. The system prints the final Part Submission Warrant (PSW) form. Online Supplier Scorecard The Plex Online Supplier Scorecard module is a flexible system for tracking supplier performance against a set of key measurables, such as Quality, Delivery, Cost, and Technology. Online Problem Control Also known as Problem Reporting and Resolution (PR/R), Corrective Action, Customer Concern Log, and a variety of other names. This module is used to record, track, follow-up on, resolve and report
  38. 38. 37 upon problems and concerns within the company. It includes forms for the 8-Disciplines of Problem Solving, Corrective Action, Supplier PR/R, Customer Concern, and more. This module provides the ability to assign one or more actions for Containment, Correction, and Prevention of problems. Problem Control is a requirement of ISO/QS-9000. This system is often used in E-Communication, to assign problems to suppliers, who then use the system online to respond to those problems. Charge Back System / Online Cost Recovery This module, which is usually used in conjunction with the Problem Control System, is used to issue and track charge backs to suppliers when problems occur. Online Document Control System The Document Control module provides the ability to store, edit, track and view documents on line. Includes full electronic approval and revision tracking system ideal for ISO/TS 16949. Supports many file types, including Word, Excel, PowerPoint, AutoCAD, PDF, HTML, and more. This module is usually used to control the Quality Manual, Procedures and Work Instructions. It is also used for the Employee Handbook, Supplier Handbook, and Technical Documentation. EDI System EDI stands for Electronic Data Interchange. The EDI module provides a base system for setting up, sending and receiving EDI documents following industry standard formats and protocols. The EDI system supports AIAG, X.12, EDIFACT, and all other EDI protocols. Plex personnel provide EDI expertise to help you setup and test with your various trading partners. Customer Relationship Management PART CONFIGURATOR PRICING SYSTEM The Pricing System, a sub-module of the Part Configurator, provides a mechanism for setting up and using highly-sophisticated, customized pricing structures for Order Entry and Estimating. COST & QUOTE ESTIMATING Expanding on the Quote Tracking system, the Estimating features provide the ability to build up a detailed cost estimate for producing a quoted part. Also included are price markup and commission calculations. CUSTOMER MASTER LIST Easily establish a master list of customers, including various Ship To and Bill To addresses, and maintains all customer-related data. This list serves as the basis for full CRM features. Customer Relations Summary Plex Online provides a full suite of tools for managing the sales process, from powerful Quote Tracking and Order Entry modules, to Release Accounting and Shipment Tracking, to Revenue Reporting and CRM. By drawing upon is various modules, Plex provides Customer Relationship Management systems used by corporations to establish strategies, manage day-to-day communication, and organize the sales/service effort. The Plex Sales and CRM system can take many forms, depending on the specific requirements.
  39. 39. 38 Customer Module This module establishes a master list of Customers, including various Ship To and Bill To addresses, and maintains all customer-related data. A basic requirement for most systems. Tracking The Opportunity Tracking Module is an essential tool for a Sales Department to manage and track their sales opportunities. Each Opportunity is identified with a Customer, Description, Salesperson, $ Amount, Expected Close, and so on. This is the primary module a sales department uses to organize its day to day leads. Contract Tracking This module provides a central place to store and track contracts with outside third parties, such as equipment providers, software maintenance, and so on. Automatic notification and reports when contracts expire and/or require renewal. Communication Log A historical log of communication with contacts, customers and suppliers. Quote Tracking This module provides a mechanism for creating, printing, and tracking RFQ's and Quotes. It also disables some other "automatic" emails used by non-workflow customers. Estimating Expanding on the Quote Traking system, the Estimating Module provides the ability to build up a detailed cost estimate for producing a quoted part. Also includes price markup and commission calculations. Weight Calculator Calculates mass and weight of various shapes and material types. Especially useful for generating quotes. Quick Quoter A quick and easy way to determine a new price based on the type, weight and price of all the existing prices in the database. Instead of using cost to drive the price, it uses the current market as represented in the current parts/prices. Part Configurator Pricing System The Pricing System, a sub-module of the Part Configurator, provides a mechanism for setting up and using highly-sophisticated, customized pricing structures for Order Entry and Estimating.
  40. 40. 39 Order Entry & Tracking The Order Tracking module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order. Customer Orders & Releases The Customer Order module is used to enter, track, and fulfill customer orders. Key data is stored for each order, such as Customer, Due Date, Part Numbers and Quantities. Also provides links to Job Tracking and Inventory in order to monitor the detailed status of an order. Spot Buy Order Entry This is a screen for quick entry of spot buy customer orders. This screen will create Order, Order Line, Price, Approved Ship to, and Release records. Standard Price Module Provides the ability to setup standard, cross-customer pricing based on quantity break levels and other parameters. Revenue Reporting Provides various reports for analyzing and tracking revenue. Customer Sales Forecast Allows forecast data to be stored by period, and comparisons made between snapshot versions of the forecast. Maintains Initial Sales and Manufacturing versions of the forecast and displays data by sales dollars or manufacturing quantity respetively. Customer Satisfaction Overview This module provides an overview of Customer Satisfaction. Each Customer is dipslayed with a color- coded Customer Satisfaction Level, Status Note, Account Manager Name, and so on. Online Order Inquiry This module allows customers to login to the system and view the real-time status of orders. Customer Assignment Assign employees to customer responsibility. Field Service
  41. 41. 40 This module is used to track Field Service calls to customer locations. Service records inlcude Service Date, Technician, Machine Serial No, Problem/Complaint Description, Resolution and all other pertinent Data. Also tracks Spare Parts used and warranty status. Commissions Tracking The Commission Tracking system provides a framework for setting up a Commission structure for sales people. The system automatically looks up, calculates and records commision when part shipments are made. Reports show the amount of commissions owed based on payment status of the associated customer invoice. Commissions owed can be selected and used to generate accounts payable records, from which pay checks can then be cut via standard accounting module functionality. Competitor Database This is a database of competitor intelligence, including a list of competitors, markets, personnel, capacity, strengths/weaknesses, and other marketing facts. Mail List Manager A system designed to manage a promotional literature for a Direct Mail campaign. Sales Literature Request The Sales Literature Request Module is used to Manage Customer Requests for Samples, Literature, etc. Special Price Request A module, integrated into the CRM system, for tracking customer requests for special pricing. Sales Force Coordination This module provides the ability to track and coordinate the activities of a sales force. FIELD SERVICE Easily track Field Service calls to customer locations. Service records include Service Date, Technician, Machine Serial No, Problem/Complaint Description, Resolution and all other pertinent Data. The feature also tracks Spare Parts used and warranty status. OPPORTUNITY TRACKING The Opportunity Tracking Module is an essential tool for a Sales Department to manage and track their sales opportunities. Each Opportunity is identified with a Customer, Description, Salesperson, $ Amount, Expected Close, and so on. This is the primary module a sales department uses to organize its day to day leads.
  42. 42. 41 QUICK QUOTER Plex’s quick quoter software is a quick and easy way to determine a new price based on the type, weight and price of all the existing prices in the database. Instead of using cost to drive the price, it uses the current market as represented in the current parts/prices. To streamline the quote process, an integrated Weight Calculator calculates mass and weight of various shapes and material types. Especially useful for generating quotes. QUOTE TRACKING Manufacturers improve the ordering process with an easy-to-use mechanism for creating, printing, and tracking RFQ’s and Quotes with Plex Online. It also disables some other “automatic” emails used by non- workflow customers. Human Resources Overview Plex Online provides a complete Human Resources system. The foundation of the Plex HR system is the Employee List, which stores all the pertinent information about each employee. The fully-integrated Time and Attendance module feeds information to the cost tracking system, and supports the downloading of hours data to payroll services. Here are some of the modules provided within the HR subsystem: EMPLOYEE LIST This module provides a master Employee List, including all employee data, such as Name, Address, Phone, Department, Insurance Type, Gender, Marital Status, Tax Status, and all other HR data. MANUFACTURING MASTERS This module is used to tie together and manage a long manufacturing process that involves a complex interconnection of parts, routings, BOM and Multi-outs. For example, this will schedule the component parts of an assembly. POSITIONS & JOB DESCRIPTIONS A module for maintaining a master list of employee Positions (titles), along with their Job Descriptions, Cost Rate, and other peritnent data. VISUAL EMPLOYEE LIST The visual employee module gives you a view of an employee's photograph with a listing of their department, position and assignment. With a link for the employee to include a personal message to the company. DISCIPLINE TRACKING SYSTEM A flexible module for setting up and managing employee discipline tracking systems (aka Point Systems). EMPLOYEE RECORDS Employee Records is a sub-module to the employee list, you store records such as reviews, disciplinary actions, key events for your employees. INJURY TRACKING The injury-tracking module will keep a history on all injuries for active and inactive employees fulfilling your needs for OSHA, workers comp. and internal time loss tracking.
  43. 43. 42 HEALTH/SAFETY INCIDENT TRACKING The Health/Safety Incident Tracking is used to track special events related to health, safety, and the environment. The module is ideal for tracking Hazardous Material Spills and results from Safety Walkthroughs. This is a sister module to the Injury Tracking system. TRAINING TRACKING Training Tracking is used by those companies who are/goal ISO or QS certified to track employee training. SKILL MATRIX A module for setting up and maintaining a Skill Matrix. Employees are displayed down the left side of the Matrix, and Skills are displayed across the top. User-definable colors, text and/or images are displayed in each cell to indicate the skill level attained. Each Position is defined with a list of required skills. GRIEVANCE LOG The Grievance Module is used to track union grievances (or other grievance issues). Each Grievance record has a Description, Date, Article Violated, Resolution, Status, Grievance Type, Employee Involved, Shop Steward and so on. Excellent module for tracking and documenting the grievance process. EMPLOYEE EXPENSE TRACKING A module for entry and management of employee expenses and reimbursement, such as travel and educational expenses. DISCLOSURE LOG (HIPPA) A log of information disclosures. This module is configurable to different purposes, but is often used by the HR Department to track Medical Record Disclosures for HIPPA compliance. This module can also be used for tracking disclosures related to confidentiality agreements, legal proceedings, and so on. EMPLOYEE SUGGESTION SYSTEM This module allows Employees to enter in Suggestions (Quality, Safety, Cost Savings, etc), and for management to respond and maintain a status of those suggestions. EMPLOYEE REVIEW PRIORITY LIST A list of employees, along with various HR/review data, sorted by Months Since Last Review, Hire Date, and a variety of other options for helping to prioritize and schedule Employee Reviews. BADGE PRINTING Prints users' ID badges, with optional barcode for quick log-in ability. EMPLOYEE REIMBURSEMENTS Third-party (Supplier) reimbursements by employees. WORK CALENDAR Visual calendar of scheduled and historical work shifts. TIME & ATTENDANCE LABOR TRACKING This module is used to track the time and attendance of employees, and at the same time track labor activity against specific parts, jobs, and operations. This is especially useful in job shop environments, where accurate and real-time job costing is critical. Also useful for Activity Based Costing (ABC) in larger
  44. 44. 43 production facilities. This module also tracks Lateness, Vacation, Funeral Time and other special attendance issues. Plex can configure this module with custom business rules in order to calculate Regular, Overtime and Double Pay (including approvals by supervisors) which can then be exported and sent to your payroll service (such as ADP, Paychecks, etc). TIMECLOCK PAYROLL INTERFACE Functionality that processes the raw labor tracking data into a format suitable for weekly download to a payroll package or service. TEAM/GROUP SETUP A module for setting up a team or group, and defining its champion and members. EMPLOYEE PRIORITY LISTS A simple-to-use tool for managing and communicating high level Priority Lists for employees. This approach emphasizes ease-of-use and the flexibility of quick changes. For more advanced/detailed task management, use the Activity Manager. Additional Services BUSINESS INTELLIGENCE TOOLS A suite of dynamic business intelligence tools in Plex Online provides the speed and flexibility manufacturing enterprises need. Gather, compare, share and analyze data from the shop floor to the top floor. Take advantage of these system-integrated tools – no extra programming required. DOCUMENT CONTROL SYSTEM As part of Plex's cloud ERP software, the document control system module has the ability to store, edit, distribute, and manage documents online. Plex Online document control system for managing documents includes many features ideal for ISO, TS, QS, and other standards.  Document Imaging  Multiple Methods for Adding Files to the Control System  Online Supplier Management System Integration  Universal Attachment System (UAS) Integration  Workflow Module Integration  Electronic Approval System  Full Electronic Distribution  Revision Tracking System  User-Defined Champions and Groups  User-Defined Hierarchical Directory Structure COMPUTER AIDED DESIGN CAD formats are managed and controlled through the Plex Online Drawing Management System / Document Control System. Plex Online integrates with CAD software in a variety of ways.  Document Control System  CAD Integration  Universal Attachment System
  45. 45. 44 E-COMMERCE As a full-featured and comprehensive Internet-based application that interconnects manufacturers with their suppliers and their customers, the Plex Online system fulfills the vision of an E-Commerce ERP solution in all its many forms, ranging from online orders and shipping, to inventory tracking and online supplier management. ELECTRIC DATA INTERCHANGE (EDI) Plex Online provides a sophisticated EDI system that is easy to use, highly automatic, and extremely reliable. Unlike our competitors who tack on third party EDI packages, we designed our EDI system to be an inherent part of our information system. Plex Online provides seamless and automatic transmission and receipt of electronic documents with customers and suppliers, following EDI standards set by Honda, Toyota, GM, Ford, DaimlerChrysler, and other Tier 1 and OEMs. Customer Releases are retrieved and processed automatically. Advanced Shipment Notices (ASN) are created and transmitted automatically when shipments are made. This is EDI the way it was meant to be. Plex Online's EDI supports the increasing demands of the industry. EDI is highly integrated with Customer Orders, Inventory, Bar Code Labeling, Packaging, and Shipping. GROUPWARE COMMUNICATION The Plex Online information system provides a shared, online database that all employees can draw from to make decisions and perform their job functions.  Activity/Task Manager  Broadcast E-Mail  Bulletin Board  Calendar  Checklist System  Contact Management  Forum  In/Out Board  Issue Management  Key Measurables  Team/Group Setup  Visitor Log  Workflow SMARTPLEX MOBILE ACCESS Intended for executive and managerial users, SmartPlex incorporates a PIN-enabled login screen allowing fast, easy yet secure login from mobile devices such as smartphones and tablets.
  46. 46. 45 SERVICES SUPPORT Security The Plex Online Data Vault has been hardened against security attacks both physical and virtual. From our ironclad firewalls and automated security sniffers to our concrete walls and biometric control systems, the Plex Online system has been designed from the ground up to provide the highest level of security. We maintain a dedicated staff of security experts to protect your data. All our policies, procedures and equipment have been designed around rigorous Type II SAS-70 certification. Plex Online stores and protects data for the U.S. military's Defense Logistics Agency (DLA) as well as an array of Tier 1 and Tier 2 Aerospace and Defense contractors. Our systems are used to track highly- sensitive information on everything from F15 fighter jets and Apache attack helicopters, to the B2 Stealth Bomber and the Space Shuttle. Training Strategies Plex takes a “just-in-time” approach to training. Training takes place when a person is ready to start engaging daily with the system; for the core team that is day one of the Conference Room Pilot phase and for others in the organization that is during phases two and three. You might also describe Plex Online training as “a little at a time.” Hundreds of implementations have taught the Plex team that the best approach to training is to do short training sessions and then have employees return to their work. This allows them time to try-out what they have learned and to develop ideas for process modifications and system optimization. Training starts in a meeting format then continues with employees at their workstations by teleconference and on-line. As employees begin to work with the system entering data they become increasingly familiar with the various features of the software. Online training sessions by teleconference allow for flexibility in scheduling and the ability to immediately access other Plex experts. This type of training also is effective because the software itself is online – everyone can instantly see the result of transactions made from anywhere in the world. Lastly, it encourages the customer team to take ownership of the system and not become dependent on the Plex project manager. Plex’ approach to training is less onerous and formal than has been typical for new system implementations traditionally. With more than 350 modules, no one person can hold detailedmknowledge of every aspect of the Plex system, however many team members can develop an extensive understanding of how to operate specific modules. Many employees of a manufacturing enterprise can perform their entire jobs using only two or three screens of their module within the Plex System. Plex approaches training with this principle in mind. Employees learn some overall system principles and then get right to work learning how to operate the system, as they work with the implementation team to validate their function’s business processes. Training in the majority of modules requires an hour or less.

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