Migrate your Plex Smart Manufacturing Platform data

Production Orders are the core transaction record in Plex, linking a manufacturing order to an item, quantity, bill of materials, and routing. We extract the full order lifecycle including status transitions, labor hours, and material consumption as line items. Plex enforces strict sequencing between orders.

Items are the central master record with sub-types for manufactured, purchased, and phantom items. Each item carries a Bill of Materials and routing definition. We map item hierarchies and alternate BOMs to the destination's equivalent product structure, flagging any phantom or co-product configurations.

Plex tracks inventory at site, warehouse, and bin level. We extract location assignments and current on-hand quantities per location, preserving multi-plant setups when the destination supports equivalent site structures.

Work Orders in Plex derive from Production Orders and carry their own scheduling, labor, and material allocations. We map Work Order status, assigned employees, and linked non-conformance records. Open Work Orders require special sequencing handling to avoid date-range conflicts in the destination.

Quality records are tightly linked to the production transaction that triggered them (lot, work order, item). We extract non-conformance dispositions, corrective actions, and associated inspection data. Mapping depends on whether the destination has a QMS module or uses a generic ticketing approach.

Plex consolidates supplier and customer data under Accounts with a type field distinguishing them. Contact details, payment terms, and approved supplier status are included. We separate them by type during import and map any custom account classification fields to the destination's equivalent.

Purchase Orders link to Accounts and Items, carrying expected dates, quantities, and pricing. We extract open and history PO records, preserving line-level detail. Closed POs are migrated as historical records unless the customer requests otherwise.

BOMs in Plex are versioned and tied to Items. Multi-level BOMs with component yields and scrap factors require careful sequencing. We flatten or preserve the hierarchy per the destination's capabilities and flag phantom assemblies that may need special handling.

Lot traceability is a core Plex strength; each lot carries parent-child genealogy across production and inventory transactions. We extract the full traceability tree. Destinations that lack genealogy tracking require us to flatten the lineage into transactional notes.

Plex supports Custom Fields on most objects. We extract field names, data types, and values. Mapping requires a discovery pass to enumerate all custom field objects before migration, as they vary by customer configuration.

Documents attached to Items, Work Orders, or Quality records are stored in Plex's document management system. We export file references and binary content where API access permits. File attachment migration is scoped separately due to size variability.

Plex ERP includes core financials (GL, AP, AR). Transactional history, journal entries, and account balances require mapping to the destination's chart of accounts structure. Historical AP/AR open items are migrated as records; full GL history depends on the destination's fiscal year support.