Sage X3 Offerings...Sage X3 upgrades • NexTec group has substantial extended offerings for...
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Sage X3 Offerings Better manage your CAPA, Recall and Supplier Documentation Presented by: Anthony Shibata NexTec Solution Architect
Transcript of Sage X3 Offerings...Sage X3 upgrades • NexTec group has substantial extended offerings for...
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Sage X3 Offerings Better manage your CAPA, Recall and Supplier Documentation
Presented by:Anthony ShibataNexTec Solution Architect
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• About NexTec• Food and Beverage
Requirements• FSMA• Relation to ERP
• Supplier Documents• CAPA / Product Recall• Q&A
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Agenda
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An award-winning consulting firm for business technology ERP, CRM, BI, Cloud and On-premise solutions to small and mid-sized businesses
• Leading Sage X3 partner in North America• 95+ clients• 40 full-time Sage X3 consultants• Specialize in upgrades and optimization
Industries:• Food and beverage• Manufacturing• Distribution• Pharmaceuticals/nutraceuticals• Chemicals• Medical devices• Agriculture / Cannabis• Professional services• Oilfield services
About NexTec
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Product Recall Management Certificate of Analysis (CofA)
CAPA (Corrective and Preventative Action)
RFID Inventory Tracking
POS Integration
Catch Weights
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789
EDI tool kit Grower Accounting4 10AFS TradePro integration to Trade Promotion Management Commission Workbench5 11
NexTec Vertical IPExtending our service to the food, chemical and Life Science industries
Starship integration6 Sage X3 Utilities12
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Food Safety Modernization Act - FSMAPrevention
Inspections, Compliance,
and Response
Import Safety
Enhanced Partnerships
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FSMA - ComplianceMandated inspection frequency
• More inspections• Mandatory recall • Expanded records access• Expanded administrative detention• Enhanced product tracing• Can require mandatory certification for
high-risk foods
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NexTec Supplier DocumentsAttach and Review Documents
• Link from business partner
• Maintain compliance template for required documents
• Downstream workflow or quality events
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NexTec Supplier DocumentsAttach and Review Documents
• Addition of Manufacturer entity in Sage X3
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NexTec Supplier DocumentsAttach and Review Documents
• Track documents with keys Supplier, Manufacturer, Product
• Track Duration, Required dates for expiration
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NexTec Supplier DocumentsAttach and Review Documents
• Query for expiring documents to drive workflow or other programmatic events
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NexTec CAPA / Recall
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NexTec CAPA / Recall• Starts with core X3 CRM functions
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NexTec CAPA / RecallTrack issues
• Track incoming and outgoing communications with customers
• Manage through CRM functions
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NexTec CAPA / Recall• Create follow up task for internal staff• Track completion and other metrics
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NexTec CAPA / RecallCreate cases / projects
• Escalate to project • Track related activities
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NexTec CAPA / RecallCreate cases / projects
• Create lists of activities and assignments
• Follow up on related tasks
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• Create recall and classify as Type and Class
• Measure downstream affected transactions
• Link to root cause
Product Recall Function
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• Store verbose notes on cause, risk, actions and strategy related to recall
Product Recall Function
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• Summary detail of all related production
• Includes quantity produced and shipped
Product Recall Function
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• Details for shipments of related product
• Customer, order and shipment information
Product Recall Function
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• Current inventory for produced / affected inventory
• Lot / Location level with current status
Product Recall Function
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• Manage downstream activity for recall• Freeze / QC on hand inventory from
recall function• Create calls for staff to communicate
with customers• Merge and send letters to customer for
formal notification
Product Recall Function
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SummarySage X3 upgrades
• NexTec group has substantial extended offerings for extension of Sage X3 in the food and beverage industry
• Core functions of X3 are expanded and improved• Allows for tighter control of Sage X3 in a more regulated
environment
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Questions?
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Thank you.Anthony [email protected]
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Sage X3 Offerings AgendaSlide Number 3NexTec Vertical IPFood Safety Modernization Act - FSMAFSMA - ComplianceNexTec Supplier DocumentsNexTec Supplier DocumentsNexTec Supplier DocumentsNexTec Supplier DocumentsNexTec CAPA / RecallNexTec CAPA / RecallNexTec CAPA / RecallNexTec CAPA / RecallNexTec CAPA / RecallNexTec CAPA / RecallProduct Recall FunctionProduct Recall FunctionProduct Recall FunctionProduct Recall FunctionProduct Recall FunctionProduct Recall FunctionSummaryQuestions?Thank you.Slide Number 26
