Solution Recipes
Pre-built starter packages to jumpstart your automation journey. Browse, install, and configure in minutes.
FeaturedChart Of Account - Account Name Maintenance
coa-account-name-sync
FeaturedInvoice to Record Quick Navigation
Seamlessly link AR/AP invoices directly to customer and supplier records.
Lot Hold Notice
Place a quality hold and print the full downstream container trace
Training — Foundation Seed
Everything the three-hour DataMagik course needs, pre-built
Excel: Part Master
The Plex part master as a refreshable Excel and Power BI table
Excel: Bill of Materials
Single-level BOMs as a refreshable Excel and Power BI table
Excel: Part Routings
How each part is made, as a refreshable Excel and Power BI table
Excel: Part Costs
Costed parts by cost model, as a refreshable Excel and Power BI table
Excel: Open Jobs
The production schedule as a refreshable Excel and Power BI table
Excel: Production by Workcenter
Twelve months of good production rolled up to workcenter and part
Excel: Inventory On Hand
Active serialized inventory, one row per container
Excel: Scrap by Workcenter & Reason
Two years of scrap rolled up to workcenter and reason
Excel: Customer Master
The Plex customer master as a refreshable Excel and Power BI table
Excel: Customer Addresses
Ship-to, bill-to, remit-to and sold-to addresses in one refreshable table
Excel: Customer Part Numbers
The customer-to-internal part cross reference, refreshable
Excel: Sales Orders
Customer purchase orders, one row per order line
Excel: Open Order Backlog
What is still owed to customers, with the shortfall already worked out
Excel: Shipment History
Twelve months of shipped lines with on-time performance built in
Excel: Customer Returns
Two years of customer returns, open and closed
Excel: AR Invoices
Accounts receivable invoices as a refreshable Excel and Power BI table
Excel: AP Invoices
Accounts payable invoices as a refreshable Excel and Power BI table
Excel: GL Account Activity
One row per GL account with twelve months of AR, AP and journal activity
Excel: Supplier Master
The Plex supplier master with quality and delivery ratings
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