Procession Neon Available for Sage X3


Procession- Neon

The most recent Procession update, ProcessionNeon (version 10), is now available for Sage X3. Procession is designed for process manufacturers with specially designed modules in pre-sales/formulation and regulatory control with functionality enhancements in the existing X3 modules of quality control, manufacturing, and distribution.

Procession is committed to being THE solution for process manufacturing. Procession-Fluorine added features in the supplements and nutraceutical industries and with Procession-Neon we have added over 35+ new features across the entire process manufacturing industry with a focus on the food and beverage industry.

Clients can contact Procession Software for information on how to download Procession-Fluorine or to schedule installation by one of our certified consultants.

New features provided with this version include:

Formula Estimating and Quoting

Target Industries: Contract Manufacturing, Custom Manufacturing

  • Production Batch Sizes
  • Assign Routing to a formula in order to calculate Labor, Machine and Overhead costs for the formula during the estimating process. 
  • Assign and capture additional costs, such as Art, Lab, Registration, QC, Marketing, Packaging and Shipping, etc. to the formula.
  • Calculate tiered pricing on the formula.
  • Generate an Estimate or Quote from the Formula.   Print quotes and estimates as either Price Lists or as line items
  • Track the distribution of Estimates or Quotes by customer on the formula.

Product Certificates

Target Industries:  Food & Beverage, Nutraceutical, Pharmaceutical, Chemical

  • Track certificates at the formula level or product level (ex. Gluten-Free, Halal, Kosher, Green Seal, Made in The USA, 3rd Party Certified, etc.) and specify the validity dates for the certificate.   Specify how often these certificates will be distributed to customers as well as the date that the certificate was last distributed.
  • Specify which certificates are required to be distributed to the clients and whether the formula currently meets the requirements in order to be certified.
  • Automatically distribute certificates to clients based upon user-specified frequency.
  • Log when certificates have been distributed to each customer.
  • Ability to send certificates that are either: a) based upon a Certificate Letter templates or b) PDF attachments.

Formula Regulatory Control by Country

Target Industries:  Food & Beverage, Nutraceutical, Pharmaceutical

  • Rules are used to specify if any regulations would prevent the sale of the formula within the specified target countries.   These rules validate against each country’s regulations assigned to each component of the formula.

Formula Allergen Roll-up

Target Industries:  Food & Beverage, Nutraceutical, Pharmaceutical

  • Roll-up allergens on a formula during R&D.
  • Perform advanced roll-ups, such as the Gluten-Free requirement of less than 20 ppm. 
  • Publish Allergen Roll-up to the standard X3 Allergen field on the Product
  • Allergen Certificates


Target Industries:  Chemical, Pharmaceutical

  • Text Phrases are now Rules-Based
  • SDS distribution schedules can be defined and SDS can be automatically distributed based upon these schedules.
  • Now supports up to 9 locale/country templates.
  • SDS with a status of Obsolete or Not Approved can no longer be printed.
  • Calculations have been added to determine the theoretical Boiling Point, LEL and UEL and Inhalation Acute Toxicity.
  • “Worst Actor” method is now used for the theoretical Flash Point and Auto Ignition Point.

Quality Control Enhancements

Target Industries:  All

  • Periodic Testing now provides the ability to define a frequency for which a particular test must be performed.  
    • Support for up to 5 levels of QC testing in both Quality Control Results and in the Quick Entry feature.
    • A Synchronization utility has been added to allow changes to a question to be published out to all Product Technical Sheets.

Presales Requests Enhancements

Target Industries:  All Process Manufacturing, especially Food & Beverage, Nutraceutical, Pharmaceutical

Enhancements include:

  • Certification Requirements for the project (ex. Gluten-Free, Halal, Kosher, etc.).
  • Generate Sample Orders for one or more formulas.  Track feedback by formula and customer.
  • User-Defined Presale Questions and Templates.
  • User-Defined Task Templates for Lab and Sales Tasks
  • Lab Requirements   (ex. Send Microbial Results to Customer, Send CoA, SDS required, etc.)

Master Product Link

Target Industries:  Chemical Distribution

  • Define a master product link for a product.  The master product is the source for regulatory documents such as SDS.


  • When publishing a formula to create a new product or BOM, the default status is now “In Development”.

Procession is compatible with Sage X3 Versions 9,11 and 12.

Procession Fluorine Available for Sage Enterprise Management

Procession 9 - Fluorine


The latest version of Procession, ProcessionFluorine is now available for Sage Enterprise Management (formerly known as Sage X3).

Procession is a core component for Sage Enterprise Management and is Sage certified solution.  Procession is designed for process manufacturers and chemical manufacturers, providing modules such as R&D Pre-sales/Formulation and Regulatory Control. Procession also enhances standard  Sage Enterprise by adding functionality to the Quality Control, Manufacturing, and Distribution modules.

For the companies that manufacture supplements, botanicals, vitamins or nutraceuticals,  Procession  now offers Procession Nutraceutical, which allows formulation based upon nutritional targets.   Procession Nutraceutical also allows Nutrient Supplement panels to be generated for the formula.

Procession-Fluorine continues our commitment to offer best-in-class functionality through-out Sage Enterprise Management.  Many new features are provided in Procession-Fluorine as well as a compilation of patches from previous versions.

Clients can contact Procession Software for information on how to download Procession-Fluorine or to schedule installation by one of our certified consultants.

New features provided with this version include:

  • New Feature Highlights
  • Regulatory Control
  • SDS Hazard Classifications –  Automatically determine hazard classifications for a formula and generate an SDS based upon these hazard classifications.
  • SDS GHS Label  – Print GHS Labels from the SDS screen in the SDS language.
  • Locales –  Control which Regulatory authorities to use as the basis for hazard classifications.   Ability to have different hazard classifications by Locale.
  • Templates―New SDS template option.
  • New LOLI Integration options―Volume-based LOLI subscription options are now available.
  • Quality Control
    • Quality Control Quick Entry―Enter QC results prior to product receipts with the option to post the results to an Analysis Request.
    • QC Methods―Define the QC Methods that available for each QC Question
    • Statistical Analysis―New report shows Standard Deviation, Mean and Failure percentages as well as Trend Analysis.
    • Import QC results
    • Formulas on Formulas― Add an intermediate formula to another formula.  Eliminates the need to publish the intermediate formula to a product or BOM first.
    • By-Products and Variants―Add by-products and variants to the formula.
    • Version Control―Manage version history with the integration of Procession R&D and Sage EM Version control.
    • Lockdown Formulas after publishing
    • BOL Instructions―Select a shipping storage instruction to show on the BOL.
    • Canadian BOL―Bi-lingual (French and English) BOL.
    • Rework―Add rework to a work order and automatically resize the work order.
    • Work Order Pictures―Select pictures to show on the work order report.
    • Component GHS Pictograms shown on work order report.
    Nutraceutical Add-on
    • Set nutrient targets and select ingredients based upon the targets.
    Print Nutrient Supplement Panel

Procession Fluorine is available for the following version and patch levels of Sage Enterprise Management:

  • Product Update 9 Patch 6 and above
  • Version 11 Patch 10 and above
  • Version 12 Patch 15 and above

Procession-Oxygen is now available for Sage X3 Version 11 and Product Update 9

We are pleased to announce the latest version of Procession, ProcessionOxygen is now available.  Clients can contact Procession Software for information on how to download Procession-Oxygen or to schedule installation by one of our certified consultants.

Procession is a premier Sage X3 certified solution, designed for process manufacturers, providing modules such as R&D Pre-sales/Formulation and Regulatory Control. Procession also provides enhancements to Sage X3 with our Quality Control and Manufacturing/Distribution modules.

Procession-Oxygen continues our commitment to offer best-in-class functionality through-out Sage X3.  Many new features are provided in Procession-Oxygen as well as a compilation of patches from previous versions.

New features provided with this version include:

  • SDS Phrase Library
  • Regulation Reporting
  • Visual Process Maps – Standard
  • French Language Support
  • Pre-sale Requests and Sample tracking
  • Intermediate Explosion Functionality for Formulas
  • Formula Update Utility
  • Formula Search Query
  • New QC Analysis Report
  • Customer Specification Validation at Delivery
  • BOL Improvements

Procession Oxygen is available for the following version and patch levels of Sage X3:

  • Product Update 9 Patch 5
  • Sage X3 Version 11 Patch 3

Procession-Nitrogen is now available

Procession-Nitrogen is the latest version of Procession and is now available for to download or for installation by one of our certified consultants.  Nitrogen shows our continued commitment to our clients with over 17 new features  in addition to a few important fixes.

New features include:

  • CAS Maintenance
  • Mass CAS Update Utility
  • Formula Property Equations
  • EU Safety Data Sheet (SDS) Format Support
  • Additional Multi-lingual SDS features
  • Formula Mass Component Replace Utility
  • Country of Origin
  • Ability to Publish Formulas to Create Product or Technical Sheets
  • Work Order Component Re-sequencing
  • Ability to print Certificate of Anaysis or SDS at Delivery based upon the formula
  • Toxicology and Eco-toxicology tables
  • New SDS phrases and text fields

Procession Nitrogen is available for the following versions of Sage X3:

  • Version 6  Patch 34
  • Version 7  Patch 11
  • Product Update 8  Patch 4
  • Product Update 9  Patch 2

Email us today for more information or to schedule your upgrade

Procession Carbon Launch

Procession Carbon has launched for Sage X3 version 6 and 7 on 11/16/15. The update for X3 PU 8 will release on 11/23/15.

Below is a partial list of the new features. Contact us to learn more about the new features in Procession Carbon and to schedule your update.

New features include:

Customer QC Specifications

Enter production, sales and customer specifications. When shipping to customers, print the Certificate of Analysis with the appropriate specification ranges.

Multiple CAS #’s

Functionality has been added to support raw materials that are blends of multiple CAS#’s. When you create an SDS for a formula that contains Multiple CAS#’s, this information flows through to the SDS.

Batch Ticket QC Section

The technical sheet for the formula has been added to the Batch Ticket report.

Product Technical Sheet

A product technical sheet report has been added .

Product Technical Sheet Notes

The Product Technical sheet notes will not show on the QC Results screen. Also, a new field has been added called CofA Notes. Notes entered in this field will print on the CofA.

BOL Enhancements

The BOL has been enhanced to print the customer product descriptions for non-hazardous products. Also, the package codes now print the short UOM descriptions instead of the UOM code. This allows you to create more descriptive package codes or to use the UN package code format.

Certificate of Analysis Changes

When printing or emailing the CofA at delivery, you no longer have to select the sample ID, when there are multiple samples for the lot. Instead, Procession will now print the results for the last sample for the lot.

Other changes include:

Use customer product description and product name when available
If specs are not found for the product, use the specs for the formula.


Also included in this update are a number of fixes since Procession Boron was launched in May 2015.

For a complete listing of all changes, please contact us or your reseller.

Best Practices for Successful Chemical Companies

Chemical Manufacturing

Sage Summit 2015 is just days away and if you are attending, please come and see us. The GLS and Provenio crew will be all over Summit this year. Come by booth 425 to learn more about our processing manufacturing solution called Procession. Or you can come by the Sage area, to Kiosk #1 where you can see Procession in action.

Lastly, this is our first year hosting a session with Sage.  This session will be Thursday and we are pleased to be joined by one of our long time clients, Myra Hager from ABC Compounding.  In this session Myra will share her insights as a VP of a successful chemical company and I will share insights that I have learned from working different chemical companies over the years.

We look forward to seeing old friends and meeting new people in the Sage family!