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ProcessPro Premier

A full ERP system designed by ProcessPro Software for manufacturing companies.
Questions about ProcessPro Premier? Call (800) 827-1151 and talk to a software expert now.

ProcessPro. The Process Manufacturing Experts.

At ProcessPro, we believe in one basic rule: get more from your information and you will get more from your business. It’s that simple. Intelligent Enterprise Resource Planning (ERP) software, designed specifically for batch process manufacturers like you, can help deliver an incredibly elegant solution that not only helps you keep up with your business information, but also allows you to get ahead of it – becoming more efficient and profitable in the process.

Speaking your language. Understanding your needs.

There are other providers of ERP software solutions, but none that design, develop and sell solely to your industry. What you gain with ProcessPro is the experience and insight of process manufacturing experts who understand the unique needs of your industry, from lot tracking to formulation management to regulalatory compliance.

We specialize in:

  • Food and Beverage
  • Nutraceutical
  • Pharmaceutical
  • Cosmetics and Personal Care
  • Specialty Chemical

The Power of ONE

Developed by us. Sold by us. Installed by us. Supported by us. It’s a powerful formula and one that has helped us – and our clients - succeed. Gain peace of mind in knowing that you have a single source to deal with at every phase – no resellers that lack support or third-party “bolt-on” modules. And rather than off-shore or third-party technical support, you can expect live, dedicated assistance from our team at our corporate headquarters. When you work with us, you make ONE call to someone who speaks your language and understands your needs. At every step of the equation, we’re here to ensure your success.

Pillars of Profitability

The ProcessPro ERP software suite tackles your five mission-critical business functions (Manufacturing, Quality, Inventory, Financials, Sales), while linking all of your information through integrated “business intelligence” functionality. Gain total visibility – in real-time – to all your information so you can run more efficiently and grow more profitable.

Business Intelligence: One system linking it all

You can truly leverage the power of ERP when all systems are united and talking to each other. ProcessPro’s cohesive core delivers totally integrated functionality for process manufacturing, seamlessly integrated to other leading industry data and information solutions.

We deliver a single real-time solution with interactive dashboards that can provide everything from broad, graphical snapshots of productivity to granular details of project financials. Easily run reports, drill down to transaction details and share information with our certified software partners.

A high quality ERP solution won’t be implemented overnight, but it can start today. Contact ProcessPro – the process manufacturing experts – and learn how we can help you make your business run more efficiently and profitably.

Accounts Payable

The Accounts Payable module creates checks; tracks credits, discounts, partial payments, and recurring obligations; and generates warning notices to help prevent losses, allowing the user to effectively manage business expenses. It includes numerous vendor and payable inquiries, and an extensive library of expense analysis reports.

Features of Accounts Payable

  • Selects and calculates early payment discounts.
  • Displays total accounts payable and approved-to-pay amounts.
  • Allows partial payments on open invoices.
  • Permits user-defined periods for aging payables.
  • Alerts the user if vendor credit limits are exceeded.
  • Allows application of open debit memos to selected invoices.
  • Records and tracks credit card purchases to both the credit card company and the vendor.
  • Check voiding capability streamlines processing for lost checks.
  • Allows easy prioritization of invoice payments with as many as 14 priority levels.
  • Vendors may be placed on payment hold, purchase hold, or both.
  • Allows an unlimited number of checking accounts.
  • Creates invoices manually or matches them with received purchase orders.
  • Creates pre-payments without creating an invoice.
  • Allows non-check payments of invoices, such as wire transfers.
  • Real-time Business Status Report provides immediate status for current balance, cash balance, net cash forecast, approved to pay, and period-to-date payable; payments and discounts/adjustments.
  • Vendor URL and e-mail address support.
  • Multiple remit-to addresses. • Supports Value-Added Tax (VAT). • Locates vendor records by full or partial vendor numbers, names, and telephone numbers on pick lists. • Expanded bank reconciliation options include ability to import open financial exchange (OFX) files from banking institutions and color-enhanced screens for easier reconciliation. • Flexible approve-to-pay feature allows easy selection of desired invoices based on user-defined criteria (vendor, discount date, invoice date, etc.). • Separate 1099 closing: Continue to enter AP payments after year-end close. • Print 1099s to laser printers (option to include 1099s above a minimum dollar amount). • Produce 1099s for a previous year at any time (capability to file 1099s electronically). • Close unbilled purchase orders. • As-of Aging Reports provide the ability to specify a prior date and produce the report as of that date. • Vendor records have an Active/Inactive status indicator. • New expanded capabilities have been added to the Vendor Payment Terms Maintenance screen. Standard Reports Each report may be customized from a matrix of user-selected options: displayed, printed, exported to a spreadsheet, faxed, sent by e-mail, or saved on disk. Available reports include: • Accounts Payable Aging (Past Due and Forecast) • Accounts Payable Discount Report (Pending and Lost) • Accounts Payable Journal • Approved to Pay • Bank Reconciliation • Business Status Report • Cash Requirements • Check Register • Checks (in user-defined top stub format)

  • Allows the user to specify a prior date to produce Aging reports, with the As of Aging feature.

Standard Reports

Each report can be customized from a matrix of user-selected options, and can be displayed, printed, exported to a spreadsheet, faxed, emailed or saved on disk. Some of the reports included are:

  • Accounts Payable Aging (Past Due & Forecast)
  • Accounts Payable Journal
  • Approved to Pay
  • Check Register
  • Checks (in user-defined Top Stub Format)
  • Invoice Register
  • Master Distribution Journal

Accounts Receivable

The Accounts Receivable module is a complete billing and accounts receivable system with extensive sales analysis reports. It instantly displays and prints 24-month customer sales and 36-month item sales histories and graphs, and updates customer and inventory records in real-time, providing you with the most current information at all times.

Features of Accounts Receivable

  • Supports virtually unlimited ship-to addresses per customer with smart defaults and convenient pop-up pick lists.
  • Tracks complete invoice history for accurate audit trail.
  • Sales tax can be tracked and reported for multiple tax jurisdictions.
  • Partial shipments or shipments from selected invoices can be combined into a single invoice.
  • User-defined transaction category codes allow the user to post transactions to sets of accounts based on both the customer and the item sold for easy reporting of the cost and revenue distribution.
  • Customer statements can either be open item or balance forward — set at customer level.
  • Displays and prints 24-month customer sales complete with graphs in Microsoft Excel.
  • Automatic commission (or reversal of commission) is generated when saving invoices or credit memos.
  • Track commissions by line item.
  • New customer or inventory items may be added on the fly during invoicing.
  • Accepts and tracks non-accounts receivable receipts (for example, interest paid by bank, tax refund, etc.).
  • Real-time Business Status Report provides immediate status for current balance, inventory value, period-to-date gross margin, billings, receipts, discounts, and cost of goods sold.
  • Companies requiring inventory item-level taxation for Value-Added Tax (VAT) may define as many as 26 different pre-designated tax rates.
  • Multiple tax codes can be assigned to a single line item for specialized tax requirements.
  • Prints, faxes, or sends invoices by e-mail in batches or individually.
  • Supports data entry in multiple windows at the same time, which allows simultaneous processing of invoices and cash receipts.
  • Warns the user when a customer’s balance exceeds available credit.
  • Computes and posts finance charges for specified customers.
  • Provides for user-defined aging of receivables, including the ability to recreate aging reports from prior dates.
  • Locates customer records by full or partial phone numbers on pick lists.
  • Allows viewing of customer or inventory records during transaction entry.
  • Generates tax-only credit memos.
  • Creates deposits by customers, grouping receipts for easier bank reconciliation.
  • Expanded capabilities have been added to the Customer Payment Terms Maintenance screen.
  • National Accounts functionality easily manages national account and branch account relationships with customers.
  • Cost, price, and margin percentage displays by individual line item or total invoice during Invoice Entry.

Standard Reports

Each report may be customized from a matrix of user-selected options: displayed, printed, exported to a spreadsheet, faxed, sent by e-mail, or saved on disk. Available reports include:

  • AR Journal Report
  • Business Status Report
  • Cash Receipts
  • Credit Applications
  • Invoice Register
  • National Accounts Ledger
  • National Accounts Listing
  • Open Receivables
  • Past Due Items
  • Recommended Reorders
  • Recurring Billings
  • Sales Analysis Report
  • Sales Price List
  • Sales Tax by Territory
  • Customer Statements

Advanced Scheduler

The Advanced Scheduler application makes production scheduling simple, easy to understand, and is exceptionally user-friendly. With batch ticket color coding, and drag and drop features, scheduling is easy to set up, view, and change. Users have access to view or edit the batch ticket details directly from the scheduling screen. The Missing Components report can be generated after the schedule is created to confirm the batch tickets that can proceed to production.

  • Batch tickets with shortages are highlighted when the schedule is loaded.
  • Scheduler tracks the original customer-required date for optimum time performance.
  • Multiple users are allowed to generate schedules at the same time.
  • Schedule can be viewed in a variety of different options: time increments, multiple days, or multiple work centers.
  • Batch tickets can be locked in the schedule to prevent movement within the schedule.
  • Work center reports provide a schedule to the line operators.
  • Batch tickets can be scheduled outside of the normal work day; and non-work days can be made available when overtime is necessary.
  • Equipment down time can be scheduled.
  • Schedule over 24 hours.
  • Move groups of batch tickets at one time to a different day or workcenter.

Automated Warehouse Solution (AWS)

Automate inventory transactions, utilizing bar code technology, with Premier’s warehouse management solution, AWS. Increase efficiency and improve data accuracy for transactions such as purchase order receipts, inventory transfers and physical inventory, batch ticket material issues and returns, finished good receipts, and sales order shipments. AWS operates on a radio frequency (RF) backbone, providing real-time inventory transactions.

Features of AWS

  • Integrates with multiple bar coding devices that function with the latest Windows technology.
  • Prints labels for items that do not have labels in order to scan all inventory. Labels include: item number, lot number description, receipt, and expiration date.
  • Warehouse managers can perform item inquiries for critical item information.
  • Pick sales orders by order without printing the sales order pick ticket.
  • Post materials, labor and finished good quantities to the batch ticket.
  • Allows the user to issue, receive, and transfer inventory items without manual entry.
  • Increase inventory accuracy by tracking all movements with bar codes.
  • Provides paperless physical inventory and cycle count functionality.
  • Reduces dual data entry and manual entry errors of all inventory transactions.
  • Track, move, and ship inventory by pallet.

Dock Scheduling

  • Multiple-user module.
  • Logistics screen allows users to schedule inbound purchase orders and outbound sales orders.

Logistics Scheduling

  • Shipment notes provide communication between the scheduler and the warehouse.
  • Bill of lading notes may be entered while scheduling the shipment and will print on the BOL.
  • Multiple orders can be grouped together on the shipment.
  • Users define the templates for the daily schedules.
  • Holiday and reserved time slots will alert the user if/when shipments are being scheduled.

Dock Operations

  • Records the details of the shipment including driver name, seal numbers, and trailer numbers.
  • Print bills of lading and load lists once an order has been picked and is ready to leave.
  • Record notes for special billable services so billing will be able to view these notes.
  • Track inbound and outbound pallet quantities for pallet exchange programs.
  • Record truck arrival, shipment start, and finish times.
  • Multiple shipping and receiving areas may be set up to more easily schedule shipments and receipts.

Business Analytics

Using an intuitive interface, the ProcessPro® Business Analytics application provides users the ability to retrieve, analyze and share critical business information. Making data more useful, the Business Analytics application truly empowers decision makers to make timely and smarter business decisions.

  • Data Dashboard tools allow users to view reports in real-time via the intranet or internet.
  • Reports can be published in static or real-time format.
  • Choose from several hundred report formats or create your own.
  • Filter information easily with click or drag and drop ease-of use.
  • Data Analyzer tool allows users to view and analyze data by converting technical information into easy-to-use menus and wizards.
  • Data Mapper is a flexible data mapping solution that connects the data to virtually any relational database.

FDA Compliance

Premier provides security audit trails and electronic signature options to help organizations become compliant with 21 CFR Part 11 Electronic Records and Electronic Signatures Final Rule.

Security

  • Maintain security requirements at login with a required combined code for user ID and password.
  • Privileges allow the system administrator flexibility to assign access levels to multiple user groups or individuals.
  • Privilege maintenance allows the administrator to control user access by function, time of day, and date range.
  • Encrypts user IDs and passwords for added security.
  • Users can view records without having the authority to edit.
  • Each user has a unique password and user ID.
  • All previous and current user information is tracked and cannot be reassigned.
  • Generates user aging reports to automatically create password expiration reminders.

Electronic Signature

  • The user’s name appears on the screen to reduce inadvertent entries.
  • Provides an option for required user ID and password login at subsequent sessions of processing, including security checks to authenticate user ID, password, and privilege for desired use.
  • All executed electronic signatures are linked to their respective record.
  • Record second signature on QC test results entered and batch ticket postings.

Audit Trail

  • Bill of Material Product Tracking Log provides a robust audit trail for formula creation, modification, deletion, and activation status.
  • Features a complete batch ticket audit logging report of all material transactions with associated user ID, date, and time stamp.
  • The audit trail is secure from modification or deletion, and has archiving ability for record keeping.
  • Secure, computer-generated, time-stamped audit trails record the date and time of operator entry, including creation, modification, or deletion of records.
  • Tracks system user group, authentication details, and workstation information.

Validation Services

ProcessPro’s Technology Implementation Plan (TIP) for the FDA market was created specifically for manufacturers that require software validation. This implementation plan, coupled with the validation Deliverable Package, provides the plans and deliverables necessary to help clients meet validation requirements.

Standard Reports

Each report may be customized from a matrix of user-selected options, may be displayed, printed, exported to a spreadsheet, faxed, e-mailed, or saved on disk. Available reports include:

  • Users Report
  • Password Report
  • Privileges Report
  • Installation Report
  • E-Signature Report

Formulation Module

Premier’s formulation system allows the chemist to create new formulas, see physical property calculations as the formula is being built, record manufacturing instructions, set up QC tests, and see costs for labor, material, and overhead all from within one program.

Features of Formulation

  • Multiple level BOMs can be set up to include packaging, formula, and intermediates.
  • A formula can be set up once and scaled to any batch or package.
  • Actual QC test results, yield, and shrink can be recorded for each level when the product is manufactured.
  • With one formulation display, the user can: build a formula using ingredient percentages or actual quantities; access physical property calculations; and enter manufacturing instructions, QC test results, and machine route steps.
  • Costs are calculated for material, labor, and overhead.
  • Units of measurement include: pounds, kilograms, liters, or gallons.
  • Up to 15 user-defined physical property fields can be named for each raw material.
  • Each raw material is broken down into its chemical constituents.
  • Hazardous constituents are rolled up by weight to print on the MSDS Hazardous Ingredient section.
  • Each formula calculation can be directed to the appropriate MSDS section.
  • With a click of the BOM Calculation button, the user can see up to 99 user-defined calculations for each raw material, and 99 user-defined calculations for the whole formula.
  • Solid pounds and solid gallons can be calculated for each raw material. Percent weight solids and percent volume solids can be calculated for the formula as well.

General Ledger

The General Ledger module gives users advanced general ledger and financial reporting capabilities designed to meet the needs of today’s businesses. Entries can be posted to current, previous, and future periods, and allows periods to be locked from posting. Flexible report formats provide comprehensive financial, comparative, and audit trail options.

Features of General Ledger

  • Flexible account structure allows you to define an account number for as many as 24 alphanumeric characters.
  • Easily define as many as six account segments, allowing information tracking for multiple cost centers, departments, locations, product lines, etc.
  • Flexible sub-typing of GL Accounts and reporting allows users to group accounts for reporting.
  • Open-period posting allows entries to be posted to any period in a three-year window in detail or summary.
  • Provides virtually unlimited budgeting.
  • Custom groups of accounts for budgeting and reporting purposes.
  • Includes GL consolidation to combine, edit, and report information from multiple companies and various periods.
  • Account inquiries give easy access to information including drill down and auditing of sub-ledger detail as well as ability to drill down to source documents.
  • Budget data can be exported and imported to and from popular spreadsheets.
  • GL accounts can be imported as an entire account segment or just Account Major from a variety of file formats.
  • Supports four types of journal entries: standard, recurring, automatic distribution, and allocation.
  • Journal entries can be imported from a variety of file formats.
  • Reversing Journal Entries Wizard generates reversing journal entries to any period.
  • Tailor report formats without creating custom reports with user-defined headers and footers, subtotaling, and column definition.
  • 13-period Income Statement available for reporting actual budget information.
  • Release all subledgers from GL at one time.

Standard Reports

Over 60 financial, comparative, and audit trail report formats may be customized from a matrix of user-selected options: displayed, printed, exported to a spreadsheet, faxed, sent by e-mail, or saved on disk. Available reports include:

  • Account Reconciliation
  • Balance Sheets
  • Chart of Accounts
  • File Listings of Recurring Entries, Account Groups, Types
  • General Ledger
  • Income Statements
  • Performance Ratio Report
  • Statement of Cash Flows
  • Trial Balances
  • Unposted Transaction Edit Lists

Inventory Control (IC)

Inventory Control automatically tracks inventory balances, serial numbers, lots, and product line information. Plus, it prints extensive reports to analyze and control inventory. Features can be selected individually for each item. All balances are updated in real-time for up-to-the-minute, on-screen access.

Features of Inventory Control

  • Supports Weighted Average and Standard Cost inventory valuation methods.
  • Tracks unlimited inventory locations and two types of storage divisions within each location.
  • Tracks lot numbers for ingredients and finished goods.
  • The finished goods lot tracking recalls all customers who purchased a finished good lot.
  • Ingredient lot tracking recalls all finished goods lot numbers that used an ingredient lot.
  • Tracks serial numbers and lot items when stored, ordered, and shipped.
  • Serial numbers for totes can be located at the customer sites as well as in inventory.
  • Inventory for incoming ingredients or for out-going finished goods is automatically quarantined until it passes QC testing. The user decides which items require inspection.
  • Define units of measure according to how inventory items are stocked, purchased, and sold.
  • Create multiple price schedules for items based on markup, discount, or fixed price methods, with options for dollar amounts of percentages and up to six quantity breaks per price schedule.
  • Transfer items to an in-transit location to maintain tighter inventory controls.
  • Inventory items can be set up in price groups.
  • Negotiated prices for particular customers are supported with price schedules assigned to specific customer and item combinations.
  • ABC analysis allows the user to categorize inventory items according to their overall performance.
  • Performs dollar or percentage mass cost and price changes on any group of inventory items.
  • Allows multiple suppliers for the same inventory item.
  • Automatically updates inventory balances with information from Order Entry, Purchase Orders, and Accounts Receivable.
  • The average, standard, and last receipt cost for each item is stored at each location.
  • The Physical Inventory feature allows a company to proceed with physical inventory counts without delaying accounting operations.
  • Automate inventory transactions with the warehouse management solution, which utilizes bar coding technology.
  • Tracks and reports on user-defined stores and bins. Tracks costs at inventory locations.
  • Tracks and reports on user-defined inventory product lines.
  • Item Forecasting Wizard can project the demand for an item individually and by group, and estimate a new order point and order quantity.
  • Supports different settings at item level such as item type (asset, expense, inventory), taxable item, item class, miscellaneous code, commodity code, and more, which assists in inventory categorizing and reporting.
  • Cycle counts ensure accurate inventory quantities by periodically checking designated high-cost and high-turnover items without interrupting receipt or shipment entry activities.
  • Links to General Ledger by storing a unique set of default accounts for each item at each location.
  • Supports data entry in multiple windows at the same time allowing simultaneous processing of receipts and transfers.
  • ABC analysis allows categorization of inventory items according to their overall performance or value.
  • Performs dollar or percentage mass cost and price changes to one or more groups of inventory items.
  • Rule tables validate data entry for inventory item class, stock location, unit of measure, etc.
  • Real-time Business Status Report provides immediate status of current balance, inventory value, period-to-date gross margin, billings, receipts, discounts, and cost of goods sold when used with Accounts Payable, Purchase Orders, Order Entry, and Accounts Receivable.
  • Notes file provides information on each inventory item.
  • Displays online sales history information for existing inventory items.
  • Inventory master templates can be created so new items are set up with the same settings as existing items.
  • Serial Number Audit Trail provides an audit trail for multiple receipts of the same item/serial number.
  • As-of/on-hand inventory reporting provides the ability to specify a prior date and produce the report as of that date.

Standard Reports

  • Each report may be customized from a matrix of user-selected options and may be displayed, printed, exported to a spreadsheet, faxed, e-mailed or saved on disk. Available reports include:
  • Business Status Report
  • Inventory Analysis Report
  • Inventory File Report
  • Inventory Journal Report
  • Inventory On Hand
  • Inventory Suppliers
  • Inventory Transfers Report
  • Inventory Worksheets
  • Recommended Reorders
  • Consolidated Inventory Report
  • Inventory Register Report
  • Summary Reports

Manufacturing (BOM)

Process Manufacturing is the heart of the production program. It includes: formula bills of material (BOMs), packaged BOMs, batch entry BOMs, batch sheet processing, packaged batch ticket processing, private label sales, custom orders, bills of lading, and much more!

Features of Process Manufacturing

Formula Management Records

  • Formulas with ingredient percentages or actual quantities
  • Intermediate mixtures
  • Manufacturing instructions with embedded mixture formulas
  • Ingredients in the filling sequence
  • Multiple packaging combinations
  • Quality control specifications
  • Machine steps and labor

Security Regulations

  • The electronic signature feature provides security by requiring a user ID and password during batch ticket posting.
  • Product revision tracking allows the user to control product revisions and log any changes that occur within the BOM or the quality control system. All changes to the product are automatically tracked and can be printed in the Product Tracking Log report.

Printed Batch Ticket/QC Instruction for Formula Batches

Premier prints the batch ticket with a list of ingredients needed in the order of mixing. This includes easy to follow mixing instructions, which print within the ingredient list.

Standard Reports

Each report may be customized from a matrix of user-selected options, and may be displayed, printed, exported to a spreadsheet, faxed, e-mailed, or saved on disk. Available reports include:

  • Costed BOM
  • Plan Variance and Order Analysis
  • Batch Ticket Audit Log
  • Open Batch Tickets Report
  • Lot Tracking Report
  • Net Trial Requirements
  • Batch Ticket Transactions

Material Safety Data Sheets (MSDS)

MSDS automatically creates the Material Safety Data Sheets for hazardous chemicals. The sheet is printed with the Bill of Lading and C of A when product is shipped.

Features of MSDS

  • Automatically provides MSDS for shipped customer orders.
  • The copy feature allows users to copy from one MSDS to another.
  • MSDS forms conform to 16-part form specifications.
  • Keeps track of customers who have not received an MSDS form for a user defined period of time, and automatically prints an MSDS for each customer.
  • MSDS forms are tailored to the specific chemical ingredients used.
  • Changes to an MSDS result in an auto-generated MSDS with the customer’s next order.
  • Track environmental reporting items, such as storage and location.
  • Link Word, Excel, or PDF files to print in place of, or in addition to, the MSDS.
  • Calculate hazardous materials and gather SARA reporting requirements easily.
  • Create MSDS templates and update hazardous material properties automatically.

MRP

MRP allows for more efficient and effective use of resources.

Features of MRP

  • Items can be grouped together by buyer or planner to allow segregation of responsibility.
  • Order points and safety stock levels are maintained to ensure inventory availability.
  • Expiring inventory is removed from available inventory.
  • Recommended start dates take QC lead time and production lead times into consideration.
  • MRP is used to suggest formula batch tickets, packaged goods batch tickets, and purchase orders.
  • Premier provides a group of displays to indicate what is required in manufacturing or purchasing, as well as indicates recommended start dates and completion dates.
  • Incorporate forecasts into MRP runs to compare to actuals.
  • MRP can look as far into the future as desired; the user provides the planning date.
  • MRP looks at the actual sales and/or master production schedule (MPS) and compares them to the on-hand inventory to calculate net shortages.
  • Recommended purchase orders can be automatically generated from MRP projections.
  • An MRP Demand Supply report is generated in Excel to allow what-if scenarios and more flexible data manipulation.
  • MRP groups the need for all packaged goods under the formula used in the package. Multiple package sizes may be combined on one formula batch ticket.
  • MRP allows the planner to drill down from the suggested requirements for an item to view a list of sales orders or batch tickets on demand.
  • MRP suggests dates to produce or purchase items using the orders and batch tickets in the system.
  • Planning wizard allows creation of multiple batch tickets at one time.
  • User-friendly displays integrate features together, allowing the planner to move easily between production planning, machine scheduling, and batch ticket creation.

Scheduling Feature

  • MRP suggestions are utilized to accurately schedule work centers.
  • Automatically schedules work centers according to manufacturing needs.
  • Efficiently manages production and labor needs for selected work centers.
  • Work center schedules can be viewed in 7-day increments.
  • Easily view work center scheduling conflicts.
  • Instantly rearrange columns to view data by preference.
  • Scheduling includes unallocated, closed, and held batch tickets.

Multicurrency

The Multicurrency module provides a comprehensive means for maintaining various global currencies and exchange rates in a company’s accounting system. Transactions throughout the system are translated from currencies and exchange rates the user defines. Multicurrency tracks foreign currency trading partners and handles all the transactions and reporting. Multicurrency requires General Ledger and Accounts Payable to be installed.

Features of Multicurrency

  • Master Currency List of world’s major currencies may be expanded by user-defined custom currencies.
  • User-defined exchange rates.
  • Override default currency and exchange rate definitions at the transaction level.
  • Support for exchange rate fluctuations during the life of a transaction.
  • Freeze exchange rate support at the transaction level.
  • Reports may be ordered by user-defined currency rate sort criteria.
  • System provides user-definable exchange rate update warning periods and warns the user if the system is using an old exchange rate (warning may be overridden by users with appropriate privileges).
  • Allows different buy and sell rates.
  • Allows individual currencies to be specified at the customer and vendor level.
  • Currency maintenance and transactions are controlled by the ystem’s powerful privilege-based security system.
  • Exchange rates for receipts can now be changed at purchase order receipt and at invoicing.
  • Different currencies can be used for accounts receivable receipts and accounts payable payments, allowing payments in currencies other than the invoice currency.
  • Allows a company to utilize both multicurrency and multi-VAT support.
  • Allows different currencies on sales order and purchase order transactions.

Multicurrency in General Ledger

  • Each journal batch can have its own currency and exchange rate.
  • Account balances are maintained in the company’s base currency.
  • Exchange rates on unposted batches can be edited and frozen.

Multicurrency in Accounts Payable

  • Assign a default currency for each vendor and change defaults at any time.
  • Assign currencies to individual checking accounts and print checks in that currency.
  • Define specific currencies for recurring payables.

Multicurrency in Accounts Receivable

  • Assign a default currency for each customer and change defaults at any time.
  • Define specific currencies for recurring billings.

Multicurrency in Inventory Control

  • Assign a default currency for any inventory item with a fixed price.

Order Entry

The Order Entry module generates, schedules, and maintains sales orders and sales order backlogs. Invoices are created automatically if linked to Accounts Receivable. Order Entry prints pick lists, UPS C.O.D. tags, and a wide variety of sales order analysis reports.

Features of Order Entry

  • Generates and maintains recurring sales orders, bid orders, and estimates.
  • Supports sales order returns.
  • Quick re-order function.
  • Creates orders from multiple inventory locations.
  • Allows the user to issue and track items from lots received in manufacturing and Purchase Orders.
  • Import/Export Sales Forecasts for manufacturing planning.
  • Commission tiers allow for tracking against sales quotas based upon predefined sales goals.
  • Commission calculations can be based upon salesperson or product line and calculated on orders shipped or paid, as well as on flat sales amounts or margins adjusted for returned items.
  • Allows the user to enter drop-ship line items, create purchase orders for drop shipments, and track the status of all drop-ship orders.
  • Supports blanket orders with individual sales orders released against the master order.
  • Issues a warning during credit entry when a customer’s balance exceeds available credit.
  • Warns the user when the inventory balance is insufficient to ship from inventory.
  • Prints sales orders, C.O.D. tags, picking lists, and extensive backlog reports.
  • Generates and maintains recurring sales orders and bids.
  • Supports Order Entry returns.
  • Unshipped or partially shipped line items can be edited.
  • Supports ordering and inventory tracking of individual serialized items, lotted items, stores, and bins during sales order entry or shipment.
  • Orders can be shipped from the Print, Preview, Ship, Continue dialog box while entering new orders.
  • Sell items in different units of measure than what is stocked or purchased.
  • Automatically allocates inventory as a sales order is entered.
  • Sales order printout options can include detailed information such as lot number, serial number, location, and line item notes.
  • Supports blanket orders that have quantity-limited contract pricing.
  • Displays or prints 24-month customer and 36-month item sales histories, complete with graphs.
  • Supports tax tables and tax rates for tax calculation based on state, county, and city.
  • Supports multiple customer ship-to addresses with information such as tax rates, sales person, district, etc.
  • Customer notes can be viewed at order entry.
  • Real-time Business Status Report provides immediate status for open orders, period-to-date orders, uninvoiced shipments, and completed shipments.
  • Provides online lookup of customer or inventory codes and information. Add new customers or inventory items during sales order entry.
  • With appropriate privileges, users may override line-item prices.
  • Supports data entry in multiple modules at the same time, which allows processing of an order entry and maintenance information simultaneously.

Manufacturing Integration

  • Provides a cross-reference table for customer part number and descriptions available through inquiries, reports, and shipping paperwork.
  • Provides search capabilities by customer number or inventory part number.
  • Alternate case sizes or units of measure may be selected during order entry.
  • A robust pricing system provides group column pricing, special customer/item pricing, and sale prices within a date range that may be reviewed during order entry.
  • Generates custom orders automatically from the sales order.
  • The 2-step billing feature separates the standard shipping routine into two processes to allow price reviews before billing.

Standard Reports

Each report may be customized from a matrix of user-selected options, and may be displayed, printed, exported to a spreadsheet, faxed, e-mailed, or saved on disk. Available reports include:

  • Business Status Report
  • Open Orders
  • Operations Summary
  • Orders by Salesperson
  • Orders by Picking List
  • Orders Status Report
  • Picking Tickets
  • Recurring Orders
  • Sales Orders
  • Sales Price List
  • Shipments
  • Transactions
  • Customer Price List
  • Commissions Due Report

Payroll

Payroll calculates and maintains payroll and labor distribution for hourly, salaried, commissioned, and per-unit employees - all in an easy-to-use graphical Windows environment. Payroll includes direct deposit capabilities; tax calculations for all 50 states, the District of Columbia, and Puerto Rico; and the first year’s SBT Payroll Tax Subscription Service.

Features of Payroll

  • Integrates with Manufacturing to provide detailed labor tracking by Work Order.
  • Distributes salary amounts and hours to different jobs, departments, GL accounts or pay types (e.g., sick or holiday pay).
  • Allows grouping of taxes into tax territories to manage situations where employees work in more than one state during a pay period.
  • Allows for addition of user-defined taxes, tax formulas, tables, and tokens, which can be merged with SBT’s tax updates.
  • Allows unlimited deductions assigned to an employee and/or posting.
  • Allows unlimited number of taxes to be withheld from an employee’s pay.
  • Allows employers to match employee deductions, such as 401(k) plans, based on a percentage.
  • Includes WebPay for Payroll to activate direct deposit capabilities.
  • Supports up to four bank accounts per employee for direct deposits.

Standard Reports:

  • Deduction Listing
  • EEO Report
  • Employee Deduction Status
  • Employee Status
  • Labor Statistics
  • Magnetic Media Reports
  • Payroll Journal Report
  • Payroll Liability Report
  • Payroll Register
  • W-2’s (Printed and Magnetic Media)
  • 940 Report
  • 941 Exception Report
  • 941 Report

Project Accounting

Project Accounting provides an estimate, budget, and costing tool for job cost management. This module allows for up to four levels of cost tracking with project, phase, category, and cost-type definitions. The job account mask supports the optional use of phases and/or categories as well as user defined cost types.

Features of Project Accounting

  • Four-level system allows unlimited jobs, phases, and categories, with an expense type for each category.
  • Flexible job mask to optionally use phases and/or categories.
  • Supports user-defined cost types.
  • Allows jobs, phases, and categories to be copied from other jobs.
  • Supports use of templates for defining new jobs.
  • Customize screen labels for key terminology.
  • Enter job distribution from Accounts Receivable, Order Entry, Purchase Orders, and Inventory Control.
  • Add new phases, categories, and cost types on the fly.
  • Allows work-in-process timesheet transactions to be entered and edited for employees and/or subcontractors with real-time updates on job status reports.
  • Automatic update of budget and actual costs when changes are made.
  • Unlimited history for maintaining original estimates as well as current budgets and actual costs.
  • Detailed audit trails for each individual cost posted.
  • Transaction journal shows all job transactions with options for selecting source module.

Standard Reports

Each report may be customized from a matrix of user-selected options, and may be displayed, printed, exported to a spreadsheet, faxed, e-mailed, or saved on disk. Available reports include:

  • Job Estimate
  • Job Status
  • GL Reconciliation
  • Timesheets
  • Transaction Journal
  • Job List
  • Phase List
  • Category List
  • Resource List

Purchase Orders (PO)

Linked to MRP, Purchase Orders features real-time tracking, automatic updating of vendors and inventory account balances, and extensive reporting capabilities. Advanced laser form technology produces high-quality laser printed purchase orders for vendors.

Features of Purchase Orders

  • Supports blanket orders with individual purchase orders released against the master order.
  • Generates recurring purchase orders, drop-ship orders, special bid orders, and estimates.
  • Tracks groups of items by the lot numbers assigned when items are received.
  • Supports inventory tracking of individual items according to serial number.
  • Allows the user to receive partial drop shipment purchase orders.
  • Transactions immediately update vendor and inventory balances.
  • Allows multiple suppliers for each inventory item with tiered pricing.
  • Unit of measure conversion enables the user to purchase items in different units of measure than those in which the items are stocked or sold.
  • Provides estimated “Landed” cost on purchased items with average cost.
  • Supports multiple remit-to addresses per vendor.
  • Creates purchase orders and handles receiving.
  • Works with Accounts Payable to track liabilities and invoice receipts.
  • Records unlimited notes and memos with any line item.
  • Assigns landed costs to purchases for analysis of freight and other fees.
  • Displays or prints 24-month vendor purchase histories and vendor balances complete with graphs in Microsoft Excel.
  • Real-time Business Status Report provides immediate status for open purchase orders, unbilled purchase orders, and period-to-date orders and receipts.
  • Warns the user when a vendor’s balance exceeds available credit.
  • Supports recurring purchase orders.
  • Use standard comment text or create purchase order comments that are printed on the purchase order.
  • Allows cancellation of open quantities after a receipt is entered.
  • New vendors and inventory items can be added during purchase order entry.
  • Creates a Return Order when necessary and applies it to the original purchase order.
  • Cost tiers for vendors can be set up by item based on volume quantities or vendor specials.

Recommended Purchase Orders

  • Creates recommended orders directly from MRP calculations.
  • Scans inventory and automatically generates purchase orders for purchased items.
  • Allows the user to easily convert recommended orders into actual purchase orders.

Standard Reports

Each report may be customized from a matrix of user-selected options and may be displayed, printed, exported to a spreadsheet, faxed, e-mailed, or saved on disk. Available reports include:

  • Business Status Report
  • Open Orders Report
  • Purchase Order Receipts
  • Purchase Order
  • Recommended Reorder
  • Recurring Purchase Orders
  • Vendor File Report
  • Blanket Orders
  • Landed Cost Receipts

Quality Control

QC is a necessity for most process manufacturers, due to cGMP and other quality regulations. QC is easy to use and has the flexibility needed for in-process and customer-specific testing.

Features of QC

  • QC provides tailored instructions for each formula and packaged product.
  • A friendly entry display can be used to record the QC results as products are made or at a later date.
  • The individual who enters the QC results is warned when/if the results are out of range.
  • A Certificate of Analysis (C of A) automatically prints with the packing slip.
  • QC history reports are used to track test result trends and problem areas.

QC Test Features

  • During setup, the authorized users are able to define test ranges and target values.
  • QC tests are available for both manufactured and purchased products. Purchased products can be held in a quarantine status until tested.
  • Transfer expired inventory directly to a quarantine status, effectively isolating non-quality material.
  • QC has the ability to record and execute an unlimited number of test instructions.
  • Test ID and Sample ID numbers create a seamless audit trail of test data.
  • Assign default QC status at the item level.
  • Purchase orders can print QC test requirements for purchased items that require testing.
  • QC results for a lot are automatically printed on the customer’s C of A when the product is shipped.
  • Sample ID’s can be assigned to materials. Each sample ID can be individually tested and automatically labeled.
  • The electronic signature feature provides security by requiring a user ID and password during QC test result entry.
  • Information on the C of A is customizable.

R & D

The biggest advantage of the R&D application is its ability to allow for product development within the system without interfering with current production. R&D will provide Pilot Batch Tracking and will also generate quotes.

  • Items are automatically updated in R&D as the item master information is created or maintained.
  • Cost update routine allows R&D to maintain accurate inventory costs based on current inventory costs from live production.
  • New formulas can easily be copied from R&D to live production.
  • Revision history is tracked for formulas to provide evidence of formula origination.
  • Tracks quotes, volume, and pricing provided to customers by formula.
  • User can control whether items and formulas are updated in R&D from Live Production.
  • Identify items that are customer supplied and/or active ingredients in a formula.

Report Writer

Unlock the data in your accounting system. Use our award-winning product to create custom queries and reports with your system data. It is fast and easy and doesn’t require programming.

Features of Report Writer

  • Creates reports for all skill levels from system data.
  • Practical user, familiar with ProcessPro, but not FoxPro
  • Power user, comfortable with FoxPro but not a programmer
  • Programmer
  • Create three types of reports:
  • Detail reports that display a line for each selected record
  • Summary reports that summarize and calculate information for groups of selected records
  • Cross-tab reports that show other relationships between two data items in a spreadsheet-like format (e.g. a sales report that shows total sales for representatives by month)
  • Send results to printer, screen, or file. File types include:
  • Spreadsheet (Microsoft Excel)
  • Mail merge (Microsoft Word)
  • ASCII (fixed length or delimited)
  • Includes utilities to customize the report template, modify report layouts and custom data sets, etc.
  • Integrates security and access privileges with System Manager.

System Manager

System Manager is the control center. With System Manager, the user can configure system and workstation settings, user security, and more. Its data dictionary provides utilities for viewing and maintaining database files, and lets the user modify and create custom databases and indices.

Features of System Manager

  • Password maintenance lets the user control user access by function, time of day, and date range.
  • Option to encrypt user passwords and names for added security.
  • Records and reports user audit trails detailing time-specific information about user actions.
  • Data views give instant custom-defined views of data from any file in the data dictionary using the DataDriller.
  • Custom menus allow the user to access as many as ten different user-defined custom options.
  • Users can view various records (inventory, customers, vendors, and General Ledger accounts) without being able to edit them.
  • Rule tables provide data entry validation to ensure data input accuracy.
  • Enables the user to change key values such as customer, inventory, item, or vendor numbers throughout the system.
  • Includes laser printing technology to produce high-quality, low-cost business forms on plain paper.
  • Data dictionary stores information about application and custom database files, their fields and indices, data types, and program processes.
  • System Recovery utilities can update and verify database file structures and indices, clear user flags and file locks, delete unused temporary files, and clear the Error Log.
  • Error Log provides System Administrator with powerful tools and information to track down system faults.
  • Fiscal calendars allows the user to define as many as 13 periods and control postings from all applications.
  • Transaction rollback ensures data integrity and provides the ability to recover from interrupted transactions.
  • Database containers ensure security and seamless access for better integration of third-party products.
  • Expanded Company ID field allows up to ten alphanumeric characters for unlimited number of companies.
  • Data Dictionary allows the user to expand key fields to user-defined lengths. Screens and Reports have been designed to accommodate lengthened fields.
  • Users Information Settings tab consolidates all user functions and settings in one easy-to-access treeview menu.
  • User privileges, settings, reports, and data views can be easily selected and copied from one user to another and across companies.
  • Data Center icon in toolbar for one-click access allows users to view fields, browse tables, and maintain dictionary attributes.
  • Date & Time and Spell Check option buttons have been added to all Notes fields.
  • Calendar view button has been added to all date fields.
  • Desktop pictures, colors, and graphics can be added to each company.
  • Screens can be resized to allow expanded grids to view more data.
  • Import Data Wizard imports customers, vendors, items, and GL accounts in selected file formats to more easily convert data from other accounting applications.
  • User-defined custom reports can be assigned to specific users or companies and selected from option grid when printing.

Standard Reports

Each report may be customized from a matrix of user-selected options: displayed, printed, exported to a spreadsheet, faxed, sent by e-mail, or saved on disk. Available reports include:

  • User Activity Report
  • Disk Usage Report
  • Key Change Audit Log
  • Key Change List
  • Setup Information Report

Reviews of ProcessPro Premier

Tim says...

The ProcessPro ERP software suite tackles your mission-critical business functions while linking all of your information through integrated “business intelligence” functionality. Gain total visibility to all your information so you can run more efficiently and grow more profitable. ProcessPro Premier helps Batch Production Process Manufacturing Companies organize and track your manufacturing process, planning and execution, inventory management, quality assurance, FDA compliance, financials, sales, and more.

The good: ProcessPro Premier is a robust ERP system with full manufacturing, inventory and financial integration, and offers a complete system from beginning sales order entry through the manufacturing and accounting process. Premier incorporates the critical needs of batch processing which includes lot control and management of complex formulas and recipes. The fully integrated quality control eliminates the need to re-enter data and provides immediate and accurate visibility of sales, manufacturing, and inventory for your business. Premier is built on the strength of Microsoft Windows, SQL Server and .NET architecture, which provides the additional advantage of Microsoft’s extensive research, development, and testing in every package. Unlike products that rely on proprietary languages and databases, Premier delivers a fully tested standard.

The bad: It’s not for everyone. ProcessPro is very focused on mid market, well regulated (FDA, cGMP, AIB, SQF, ISO) markets and process manufacturers in those markets (Food/Bev, Pharma/Nutra, Cosmetic, Supplements, Specialty Chem) so I guess my criticism is that it is not for everybody!