Sage X3 Procession

Faster data entry, since each question is a column and each sample is a row in the table.

• Multiple samples can be tested and results recorded at the same time.
• QC results can be reviewed and approved before they are posted.
• Quick Entry records can be copied in order to post to multiple QC Workbench records.
• Results can be entered at any point in the receipt or manufacturing process. This includes the ability to enter QC results before a product has been received.

Incoming requests may be for new formulas/recipes or sample requests for existing products. A Presale Request manages the following process:

• 5. Regulatory Document and Technical Requirements
• 6. Lab Projects
• 7. Formulation
• 8. Send Samples
• 9. Estimating and Quoting
• 10. Sales Order
• 4. Task Assignments
• 1. Request
• 2. Data Collection
• 3. Approvals

Use Cases:

• A prospect has requested a sample of one of our manufactured products. Before approving the request, the manager may search the presales requests to see if the customer has requested samples for this product before. If there is an opportunity, then a sample may either be pulled from the warehouse or created as a lab workbench sample.
• A prospect is looking to expand their product offerings. They provided guidelines for each product offering and asked our lab to provide sample formulations for each. If one of our formulations is deemed acceptable, then we will provide a quote. A different Presale Request will be created for each product.
• A salesperson receives feedback from a prospect that a competitor’s product has a feature that has a competitive advantage. The salesperson may submit a lab request for the same feature for the product they sell. There is not an immediate sales opportunity here, so this request is not tracked in CRM. The request is passed to the lab along with any supporting documentation. This presales request is then reviewed for business and technical considerations and approved.

The following types of Product Technical Sheets are the main types that can be created in Procession:

• Production Specifications –internal specifications for determining the quality of a product.
• Customer Specifications – specifications that are specific to a customer
• Delivery Address Specifications – specifications that are specific to a customer’s delivery address.
• In-Process Routing Operation Specifications –specifications that are specific to a routing operation step.
• Types – types of specifications, such as final, in-process, pre-ship, etc.

• A single product can have multiple Product Technical Sheets based upon different combinations of the Type, Product, Customer, Delivery Address, and Operation fields. A Procession Product Technical Sheet is created for a product, so no additional steps are required to assign the Product Technical Sheet to the product.

Advantages of boilerplate notes are:

• Allows for rapid global changes to instructions. If an instruction is changed on the Boilerplate Note, the instruction is automatically changed on all open sales orders or BOLs where the Boilerplate note is used.
• Reduces user error by eliminating the need for the re-entry of common instructions