NexTec Advanced Solutions for Sage X3

Open AR Hold

• Adds aging days to credit check algorithm
• Global and customer specific aging parameter
• Security based manual override capability

Automated Clearing House (ACH) Payments

• Predefined NACHA format
• Multi-bank support
• Bank specific file format
• File regeneration capability
• Email workflow template
• Payment note
• Balanced bank file format
• Enhanced security for “at rest” data
• Bank information import
• SEC code by supplier
• Parameterized addenda separator
• Option to generate file by SEC code

Electronic Funds Transfer (EFT) Payments

• Multi-bank support
• Bank specific file format
• File regeneration capability
• Email workflow template
• Payment note
• Enhanced security for “at rest” data
• Bank information import
• Alternate file template using payment accounting date instead of current date

Commission Processing

• Pay on invoice or payment receipt
• Create batches for managing and processing
• Approval option for separation of duties
• Manage both internal and external representatives
• View summary or detail for each sales representative
• Support primary and secondary sales representatives
• Adjustments with reason code
• Generate mass invoice for payment processing
• Process track-only representatives during posting

Separation of Duties – SOX

• Alternate to complex security setup
• Parameter activated
• Prevents document posting by author or last to modify
• Available in Invoices, payments and batch posting functions

ACH and EFT Pre-Authorized Debits

• Expedite days to pay
• Integrated workflow with Pre-authorization debit notice
• Configurable file definition
• Process supports flexible wait period

Flexible Program Definition

• Active / inactive flag
• Programs start and end date
• Use fiscal or calendar periods
• Exclusive or multi-program
• SPIFF and bonus support

Tier Management

• Volume or frequency
• Thresholds by units, gross price, net price, weight and margin
• Tier cumulation by sales rep or team

Commission Calculation

• Basis by unit, net price, gross price, weight, and gross margin
• Rate definition by program tiers, product, customer or user-defined criteria
• Rate options for primary and secondary
• Individual or shared rate
• Percentage or amount
• Commission maximum option
• Option for accruals with GL / dimension controls
• Track (external payment) or pay

Program Qualification Criteria

• Sales team
• Individual rep
• Product
• Commission group
• Customer
• Custom criteria

Organization and Group Support

• Sales teams
• Customer groups

Role-based Security

• Sales Reps
• Managers
• Sales Admin

Dispute Management

• Closed loop adjudication
• Disputes created for incorrect or missing commissions
• Manager case review
• Adjustment and recalculation
• Process driven workflow notifications
• Secured access (role, user) to disputes
• Traceability for audit reviews

Commission Payment Workbench

• View historical or in progress batches
• Summary by Sales rep and currency
• Sales rep / invoice drill-down
• Adjustments with reasons
• Approval (mandatory or optional)
• Supplier invoice creation (payment)
• Mark track only as processed (external payment)

Inquiries and Statements

• Secured access to performance data
• Sales rep inquiry providing historical and in progress activity
• Manager inquiry for team view with drill-down capability
• Summary commission statement
• Detail commission statement

Business Partner Notes

• Non-Technical setup function
• Enter notes in real-time
• Classify and organize notes
• Use in up to 30 different functions
• Note attachments

Product Attributes

• Define up to 30K product attributes
• Definable groups for attribute organization
• Profiles for management of group and attributes
• Available at three levels
• Configuration controls of display sequence
• Import templates to facilitate data initialization

Lot Attributes

• Attribute display in multiple inquiries
• Access in manual allocation and stock issue functions
• Vertical inheritance
• Horizontal inheritance
• Integrated with advanced quality stock audits

GS1 Pallet and Product Labels

• Predefined application IDs
• Predefined data sources
• Label profiles / mapping to minimize customization
• Option for site graphics
• Pallet labels with SSCC during delivery

Industry Driven Product Extensions

Business Form Accelerator Pack

Form Personalization

• One stop shop to streamline common data (ex: Products, Customers, etc.)
• No technical skills required
• Protected against patches and upgrades
• Utilize predefined templates for efficiency

TI-HI Support

• Defined pallet configuration on product
• Attach pallet configuration diagram to product
• Palletization instruction document for production

Demand History

• Demand import
• Outlier and history adjustments
• History substitution
• Numerical and graphical view
• Capture and consideration of lost sales

Forecast Management and Calculation

• Market intelligence support
• Adjustments with tracking reasons
• Trend and seasonality support
• Individual or group calculation
• Batch calculation option
• Numerical and graphical views
• Monthly to planning period conversion

Pallet Driven Purchasing and Logistics

• Container based capacity control
• Display and calculation of pallet quantity in planning workbenches and execution tools
• Inclusion in Products by Supplier
• Activated by entry transaction

Bulk Receipt and Grading

• Receive “bulk” and convert to one or more graded products
• “One-step” transaction for efficiency
• Integrated with advanced quality features
• Maintains lot tracking and traceability
• Grading lists to simplify activity and reduce errors

Document Management Tracking

• Supplier
• Supplier, Product
• Supplier, Product, Manufacturer

Document Request Management

• Signature process tracking
• Integrated with Quality Audits

Purchase and Receipt Management

• Optional capture of manufacturer in purchase order
• Warn / block capability
• Document status popup

Capture and Manage COA Prior to Arrival

• Capture and record results prior to receipt
• Detects potential issues in advance
• Automatic validation of test results
• Streamlines receiving process for compliant lots

Work Order Batch Size Management

• Break down WO into manageable batches
• Automatic or manual batching
• Available in planning and execution
• Create material list (shop paper) with batch breakout
• Report material consumption by batch
• Report production quantity by batch

Lock Component Scaling

• Recalculate production and material requirement quantities based on “key component”
• Available during work order creation or as standalone function

Production Staging and Issue

• Pick for work order or batch
• Available for lot or non-lot products
• Pick to staging pallet(s)
• Label printing
• Material picking and detail allocation
• Material issue by pick group

Product Constraint Management

• Create customized list of constraints
• Enter manually or roll up from BOM
• Available for planning and sequencing
• Roll up via sequenced batch job

Production Sequencing

• Sequence work orders to minimize setup and changeover
• Sequencing criteria
• Sequencing groups (selection and sorting)
• Change work center, start date, planned/firm status, and sequence for one or many work orders
• Work order and stock drill downs
• Graphical capacity display
• Load recalculation
• Sequenced dispatch list

Work in Progress Audits

• Generated within work order
• Defaults from product-site
• Manual or frequency audit type
• Recurrence time interval with override
  • Manual
  • Calculation base of time interval or units
• Create as-needed (noise reduction) or in advance
• Incomplete audits are cancelled (cleanup with audit trail) when the operation closed

Audit Groups

• One or more audits allowing efficient release
• Support manual or frequency audits
• Activation control

Group Activation / Control

• Manual audit creation
• In process audits
• Alternate to individual audit
• Unselect default audits for exception management

Standard Notes and Images

• Reusable notes with both text and images
• Assign to BOM, Routing or standard operation
• Editable on work order
• Print on job ticket and material issue list

Flexible Program Definition & Criteria

• Program start date
• Use fiscal or calendar or periods
• Exclusive or multi-program option

Tier Management

• Volume or frequency
• Thresholds by units, gross price, net price and weight
• Cumulative or progressive
• BP tracking flexibility (group, sold-to, bill-to)

Benefit Management

• Calculation basis
• Percentage or amount
• Beneficiary flexibility (sold-to, bill-to, group, rebate group)
• Off invoice, accrued, or non-accrued
• GL account / dimensions controls
• Flat rate
• Track only
• Minimum period payments

Powerful Filtering / Period Qualification Criteria

• Customer
• Product
• Advanced selection

Inquiries and Analysis

• Program analysis
• Program inquiry
• Period inquiry
• Transaction inquiry
• Order line rebate eligibility inquiry

Flexible Program Definition & Criteria

• Effectively control
• Use fiscal or calendar or periods

Benefit Basis

• Unit, net, gross and base price

Benefit Management

• Percent or amount
• Period minimum
• Defined by program or product
• Accrued or non-accrued
• GL account / dimension controls
• Pay-to

Powerful Filtering Criteria

• Product
• Advanced selection

Program and Transaction Inquiries

• Program inquiry
• Transaction inquiry

Payment Workbench (AR/AP/Other)

• Adjustment with reason
• By program or by payment period
• Generates payment or on account credit
• Automatic adjustments per royalty period min / max requirements
• Optional consolidation for multi-program payments
• Approve and process track-only programs

Statements

• Rebate statement
• Royalty statement

Weight Based Pricing

• Price or discount line or document weight
• Define weight-based tiers
• Dynamically adjust based on order edits

Customer Document Management

• Stock site, product and export country
• One-time, per order, yearly or monthly delivery frequency
• Assign documents as a group
• Block sales orders and deliveries
• Workbench and inquiry

Order and Delivery Management

• Control by customer
• Manage allocations and shortages
• Automatic close of order lines and orders with reason
• Option for tracking lost sales

Loading Dock Management

• Set up docks, and schedule delivery and receipt activity
• Associate orders with dock schedules, and then generate picking documents
• Use the delivery schedule to generate deliveries
• Check a truck in and out of a dock
• View the status of the docks
• Jump to a dock schedule from a calendar

Customer Specific COA

• Tests included independent of primary COA
• Sequence control
• Customer specific specification text
• Actual or generic result text

Allocation Based on COA Response Criteria

Automatic Allocation

• During sales order create / maintain
• Automatic allocation (batch or manual)
• Delivery creation (unallocated lines)

Manual Allocation

• Warns if non-compliant and allows override during order maintenance
• Logic is also in standalone

Shortages

• Applied automatically

Stock Audit Results

• View lots for a SKU, and with one-click, access the test results
• Evaluate which lots meet the customer specific criteria
• Review the audit results, as well as the individual test responses based on the customer’s criteria

Simplified Interface

• Single function to allocate, package and delivery
• Designed for use with barcode scanner (tethered or Bluetooth)
• Confirmation and error sounds to expedite processing
• Mouse-less operation allows user to complete shipment using only scanner
• Save and resume at any time
• Unpack to correct errors

Efficiency and Error Reduction

• Scanning product reduces occurrences of shipping incorrect product
• Scan product and lot number using single GS-128 or GS1 DataMatrix barcodes
• Capture GTIN by product and packaging unit
• Support for multiple packing units
• Scan UPC and lot individually

Automatic Packing

• Automatic packing of product that does not require scanning (ex: marketing material)

Order Based Pick Support

• Pick unallocated or global allocated lines
• Order based picking report
• Picks results in detail allocation (lot/location)
• Pack delivery contents
• Generate delivery

Delivery Based Packing

• Break delivery content into boxes (pack)
• Print label(s)
• Confirm

GMP Audit Support

• Manual
• Event driven
• Periodic

User Security and Authorization

• Authorization groups
• Roles
• Quality users
• Question level authorization

Flexible Checklist and Question Configuration

• Generic and specific questions and controls
• Retest and secondary test capability
• Estimated test cost

Purpose Built Workbenches

• Assignments
• Response
• Approvals

Inquiries and Reports

• Audit inquiry
• Audit log
• Completed audits
• Response worksheet
• Checklist where-used

Stock-Based Audits

• Configurable by product, product-site and stock management rules
• Driven by stock activity (production, receiving, etc.)
• Streamlined response entry
• Automated stock disposition based on test results
• Recontrol
• Status based movement control

Test Grouping

• Group by receipt, product-lot, lot
• Append to completed audits
• Efficiency via reduced data entry

E-Signatures and Auditing

• Control and auditing for 21 CFR part 11 FDA compliance
• Choose from predefined elements
• Two-click activation
• Bills of material – Production, subcontracting and commercial
• Master data – Products, customer, and supplier

Flexible Generation

• Forward and backward search capability
• Generate mandatory, voluntary or mock recalls
• Single company or enterprise option
• Multiple methods for selecting recall stock

Recall Plan Documentation

• Reason
• Risk
• Customer / company actions
• Contact information
• Date / time traceability

Stock Analysis and Control

• Impact analysis with drill-down
  • Lot
  • Issues
  • Work in progress
  • Deliveries
• Freeze / Block
• Recall specific inquiries

Communication

• Option to generate CRM calls
• Product recall report (internal)
• Customer recall letter (external)

Configuration Driven COA

• Attributes
• Method text
• Grouping
• Print control
• Sequence control
• Specification text
• Actual or generic result text
• Document text maintenance
• Signature / Image management

Preview Option – WYSIWYG

Test Result Inheritance

• Based on a specific component
• Print document using test results from either delivered lot or from bulk batch lot

Printing

• Stock
• Order
• Delivery
• History

Retain and Test Samples

• Auto-setup logic
• Multi-source (stock, work in progress and sample)
• Label printing for easy identification
• Retention period calculation and management
• Inventory quarantine via status and location

Sample Workbench

• Label print/reprint
• Change sample type
• Manage retention period
• Issue/consume sample stock
• Mass issue or expired stock
• Generate stock audit

Define and Plan

• Define types and required data
• Define reasons and solutions
• Log against work center group, work center, or independent equipment
• Create in advanced (planned)

Capture and Review

• Capture key elements such as operator, technician, external service provider, and duration
• Calculate estimated cost
• Inquiry available for reviewing events
• Integrated with advanced quality for auto-generation and completion
• Ability to generate and track by shift

Searchable Help Library

Setup and Function Help

Functional Summary

Release Notes

Process Flows

Purchasing

• Price by weight or by unit
• Receive by pallet with average case weight
• Receive by pallet with actual weight
• Receive by case
• Import for case weight automation
• Pallet labels
• GS1 case labels
• Transactions via desktop or ADC

Forecast by weight or case

• View and adjust demand history
• View and adjust forecast

Stock Management

• Track by pallet or case
• Split, merge or adjust pallets
• Automatic calculation (optional) of case count and total weight
• Case break logic
• Automatic adjustments
• ADC Advanced cycle count
• Inquiries in weight and/or packing unit

Production

• Stage and issue products on pallet
• Automatic calculation (optional) of case count and total weight
• Mono and multi-product pallet support
• Material issue by pallet/case
• Report by pallet with average case weight
• Report by pallet capturing actual weight
• Report by case
• Production return by pallet/case
• Order based picking report

Fulfillment

• Price by weight or packing unit
• Leverage automated process for non-catch weight products
• Picking with integrated pallet split and merge capabilities
• Case break for selling actual weight pieces
• Automatic adjustment of non-tangible quantities
• Shipment and invoice recalculation based on actual weight
• Transactions via desktop or ADC
• Actual weight detail reports for shipments and invoices
• Over and under picking tolerance parameters

GS1 Processing

• ADC receipt via GS1 label
• Pallet build / case quantity and weight calculator
• Pallet import
• ADC SO picking via GS1
• Case label template
• Stock label template
• Pallet label template