Sage X3: Solution Capabilities Guide

CONTENT GUIDE
Sage X3
Solution Capabilities Guide
Product Version 12
Document Revision 1.1 August 2019
Contents
3. Financial Management 47. User Workspace
14. Supply Chain Management 52. Mobile Web Apps
36. Manufacturing 55. Administration and Support
42. Project management 59. Cloud Connectivity
44. Reporting and business analytics
This document is for information purposes only and is intended solely to

assist you in planning for the implementation and upgrade of the product
features described. It is not a commitment to deliver any material, code, or
functionally, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described
in this document remains at the sole discretion of Sage. .
Financial
Management
Sage X3 Version 12 Capabilities Guide Version 12.0 Revision 1.1 August 2019 3
Financial Management
1.1 Budgets and Accounting currency are translated into a ‘ledger’ currency.
1.1.1 Functional domains • Multi-ledger: Ability to define several ledgers for one company. Ledgers can be shared or
• General ledger dedicated.
• Account payable / Account receivable / Cash • Multi-legislation: Ability to manage several companies located in different countries. In this
• Cash management case, local rules are applied depending on the context. These rules can be defined using
• Cost accounting user-designed settings or may include dedicated processes.
• Expenditures Models and ledgers
• Budget and Commitments • Each company is linked to an accounting model that defines the ledgers used (up to 10).
• Financial reporting • A ledger is characterized by one currency, one calendar, one chart of accounts and analytical
• Fixed Asset management dimensions
1.1.2 Financial data model • Up to 9 analytical dimensions may be defined for a ledger, up to 20 analytical dimensions for
General context a model
• Sage X3 is multi-language, multi-company, multi- site, multi-currency, multi ledger, and • The charts of accounts and dimensions can be shared or
multi-legislation by design. • specific to several entities
• Multi-language: Ability to speak the language of users and partners. It includes the user Companies and sites
interface and descriptions. . • Multi-site, multi-company
• Multi-company: Ability to manage several companies in the same database. It enables • Group of sites and companies may be defined for an aggregate crossed view (by activity,
an organization to share the same repository while dedicating some data to one or function, geographical location), in inquiries or reports
several site/companies. • Each company is associated with one accounting model and one legislation
• Multi-site: Ability to manage several structures

. within a company, due to business, • Automation of inter-site transactions
organizational, or geographic needs. • Automated inter-company transactions in purchases and sales modules
• Multi-currency: Ability to manage transaction currency. The amounts in this transaction • Currencies
Currencies Accounts
• Unlimited number of currencies and exchange rates, manually entered or imported • Length of account fixed or variable, numeric or alphanumeric, configurable
• Unlimited number of rate types – daily, monthly, average, budget… • Validity date-controlled
• Currencies may be linked to accounts and business partners • Restriction by site, company, group site
• Transactions entered in foreign currency, converted into the ledger currency • Financial and quantity elements recorded
• Automatic rounding • User definable management rules (class, matchable, centralized, collective, dimension(s),
• Automatic exchange variances when matching tax management, default sense, normal sense of balance, transactions for debit/credit,
• Asset / liability conversion at end of period/year; actual or simulated intercompany partner etc.)
Calendars • Propagation rules between ledgers
• A calendar per ledger; Up to 24 periods per calendar • Up to 9 dimensions (e.g. department, cost center, product line, etc.)
• Year-initial period for carry forward and year-end period for closing adjustments • Multi-level structures (pyramids), up to 99 levels, unlimited number of pyramids
• Monthly and annual closing process, with automatic recognition of upstream Business partner
transactions, accruals, and functional controls • Unique business partner identification, additional information based on roles (customer,
Journals supplier, carrier, factor, sales rep.)
• Unlimited number of journals • Rules (payment terms, tax management) distributed per company and per role
• Pre-defined types (sales, purchases,
. inventory, miscellaneous operations, carry-forward, • Miscellaneous business partner, such as bank or bank accounts
closing), shared or specific to a ledger • Unlimited number of addresses (Ordering, delivery, billing, payment, etc.)
• Validity date-controlled • Unlimited number of bank identification numbers per address
• Close journals independent of period closure • Linked business partner such as customer ship-to, bill-to, and pay- by as well as supplier
• Site, company, group of sites allowed. buy-from, invoice-from, and pay-to, factor, group and risk
• Frequent accounts, dis-allowed accounts • Risk management (commercial, financial), user definable
• controls on values outstanding
Dimensions • Status (temporary, definitive)

• Validity -controlled • Simulated active or inactive
• Site, company, group of sites allowed • Model templates
• Restricted combinations of accounts and dimensions, restricted combinations of • User definable transactions, defined by/for the users, automating default values and controls
dimensions and dimensions • Manual journal entries, batch entries
• Financial and quantity • User-defined templates automating recurring journal entries
• Multi-level structures (pyramids), up to 99 levels, unlimited number of pyramids • Automatically reversing journals
• Pre-defined distribution keys • Automatic inter-site transactions and balancing of accounts on linked accounts
• A post entry, distribution process that distributes charges and products according to • Automatic inter-company transactions and balancing of accounts on linked accounts
user definable and iterative rules. (Please check availability in your region)
• Quantity or financial (Example: Distribution of rent in proportion to area (m2) occupied • Recurring journal entries (fixed, variable), with automatic balance calculation
by cost centers) • Automatic journal entries reversing at a user defined date
• Calculated by quantity or costs (Example: Distribution of marketing charges in • Automatic rounding rules in currency conversions
proportion of sales of product lines) • Currency conversions selectable among fixed rate, lower-value, and higher value
Intercompany partner and flow • Electronic signature of journal entries (Detection of any changes in critical information after
• Debit or credit default flow,. according to the account validation, whatever they have been made)
• Inter-company partner management • Manual or automatic matching (by reference, description, ledger amount, currency amount,
• Pre-consolidated balance sheet and ledger justifying by passing balance).
• inter-company transactions and aggregating the accounts according to the rules for the Matching is accompanied by the following automatic functions:
consolidation chart of accounts . ◦ Automatic generation of matching variance below a user definable threshold
1.1.3 G/L Accounting ◦ Automatic generation of exchange variance for currency transactions
• General characteristics ◦ Archiving of matching to restore the situation of matchable accounts to date
Closing ◦ Tax reporting management

• Automation of accruals: Invoices to be received, invoices to be issued, etc. ◦ Tax declaration process activation per legislation
• User definable controls of closing reports: Completeness of records, checking balances, 1.1.4 Accounts payable / receivable
etc. Invoicing
• Fiscal year-end closing • Invoice types (invoice, credit note, debit note, proforma)
• per site or per company • Unique numbering (supplier invoices)
• Automatic generation of adjustment journal entries account to account (optional) • Legal information management
• Automatic generation of the result and the carry-forward • Automatic calculation of open items based on the payment terms
• Generation of automatic journal entries from model templates with amounts calculated • Automatic tax calculation (VAT, parafiscal)
by user definable formulas (e.g. quoted part’s account balance multiplied by a • Withholding taxes calculation
coefficient) • Allocation of charges to dimensions
Declarations (Please check availability in your region) • Automatic inter-site transaction management
• Tax management • Automatic inter-company transaction management
◦ On debit, on payment • Recurring invoice management with alerts, workflows and traceability
◦ Tax prorate management • Electronic signature of AR invoices (Detection of any changes in critical information after
◦ Suspension of tax . validation, whatever they have been made)
◦ Services Open items management
◦ EU VAT • Automate the calculation of open items for invoices, from the shipment date and the
◦ VAT on pre-payment, on unpaid items payment term
◦ Para-fiscal taxes . • Payment schedule management (unlimited number of open items for one invoice)
◦ Report for goods tax declaration per country/region (EU Intrastats) • Definable transactions for changing open items, according to user rights (Payment mode,
◦ Report for services tax declaration (EU Intrastats) due date, pay approval, dispute, etc.)
• Consolidation or expand open items Payment process

• Approval for payment, with definable workflows • Definition of banks and cash, unlimited number
Credit management • Bank or cash entries
• Payable/receivable, factor, group and risk business partner management, which may or • Automated payment processing, including international context:
may not be the same ◦ User definable processes, defining steps and controls
• User definable rules for calculating business and financial risk ◦ Automation of specific operations such as prepayments made/ received,
• User definable rules for calculating due amounts, workflow validation compensation, payment variances, bank charges
• Charges/discount management ◦ Automatic user definable posting and matching
• Aged balance through inquiries with full upstream / downstream traceability, or ◦ Transfer/debit automation by automatic proposals submitted for validation
through reports • Quick entry by picking open items
• Collection of due amounts by reminder campaign management • Automation of inter-site, inter-business partner, inter-collective transactions
• User defined reminder campaign management rules, by representative, risk, group • Payment in foreign currency, Payment in a currency other than the billing or bank currency.
business partner, statistical family, etc. Automating cross-currency journal entries
• Mark business partners as remindable / non remindable and set minimum threshold, by • Payment balance declaration to prepare periodic statistical declarations on non-resident
currency payments and receivables/liabilities
• Global reminder, global per. level, global per delay, detailed per invoice • Automatic discount/charge and exchange variance management
• Letter, e-mail, telephone, fax, link to the customer service management to create tasks • Prepayments with tax management and reports
automatically • Prepayments on order, with full/partial matching against the invoice
• Up to 9 levels of reminder, with definable text for each level • Automation of unpaid postings:
• Calculation of charges for delayed payments,
. calculation of interest notes • bank charges management, charges
• Credit policy management and credit level messaging • re-invoicing, transfer to doubtful
• collective, tax adjustments
• Taking into account the local specific legal and fiscal rules for the country: Letter-check, items or payments according to user-defined search criteria
draft, direct debit, domiciliation, transfer to be made, deposit • Review the result of the automatic matching and process additional manual matches/
• User definable function to describe bank formats, delivering a library of formats ready entries if necessary
for use • Generate payments after completion of the matching
• Compliance with SEPA SCT and SDD for the Euro SEPA payment transactions • Post these payments using the standard payment functions (Payment entry/Remittance
• Mandate management for direct debits (SDD), including managing mandates and generation)
integrating mandates into sales and accounts receivable process Factoring
• Define XML bank files for direct debit or credit transfer when required by banks • Receipt generation and printing
• Integration with Sage Pay to manage online, face-to-face, and phone payments • Receipt posting
(Available in the UKI only) • Magnetic file generation
Bank reconciliation • Payment notification
• Reconciliation (Bank G/L entries mark) • Outsource payment collections from customers
• Bank statement reconciliation Employee expenses
• Bank statement entered or imported. Structure of the bank statement file is user • Personal information entries
definable with a dedicated function. It is also easy to include new formats. • Decentralized expenses entries – access rights and confidentiality
• Automatic bank statement .reconciliation (Statement vs ledger) • User definable cost types (Travel, hotel, taxi, etc.)
• Tools for manual reconciliation: sorting and searching by amount, type, description, • User definable caps on reimbursement, user defined
date, reference (N° check, etc.) • thresholds for reimbursement (e.g. km, etc.)
Advanced Bank Statement • Tax management
• Import bank statement files. Structure
. of the bank statement file is user definable with • Reports
a dedicated function. • User definable workflow for validation
• Run a process to automatically match each bank operation in the statement to open • Automatic user definable posting
• Control reporting • Budgets transactions by direct entry or by updated records for tracking the changes
• Cash forecast and bank positions • User definable transactions
• Translation of sales and purchase documents in future cash issue/entry • Automatic distribution of an annual budget per period, with seasonally adjusted distribution
• One-off and recurring additional events (payroll, taxes, etc.) with rules management rules
• Analysis of the future cash position by aggregating issues or entries with the current • Automatic procedure for creating a budget version from another version, or a budget by
bank positions another. Definition of budget formulas (deferral of the initial budget, actual, reassessment by
Extension to expert modules coefficients, etc.)
• Transfer to treasury cash flow forecasts, with user definable information • For charges:
• Short term open items: payments processed ◦ Budget control from commitments, simultaneously on up to 10 budgets
• Medium term open items: Image of unbalanced open items ◦ User definable workflow validation of commitments, with signature approval cycle
• Transfer of cash balance to accounting depending on whether the budget is exceeded or not
1.1.6 Budgets ◦ Management of key responses and actions, if no appropriate response, if the required
Analytical budgets response time is exceeded, escalation, etc.
• Definition of budgets, unlimited number, based on: • Standard inquiries comparing the budget, commitments and actuals, with a configurable
◦ Level: company or site level of detail, audit trail justifying accumulation by detail, financial data extraction including
◦ Currency . budget records, implementation of business intelligence standard universes
◦ Calendar, which can be different from the G/L calendar (period, start and end). Operational budgets
◦ Chart of budget accounts, which may be dedicated, or shared or derived • Setting budget structures and roles (managers, recipients, hierarchical structure of control,
(grouping) from G/L or analytical ledger reporting and approval)
◦ Up to 9 crossed dimensions that
. may be dedicated, or shared or derived • Split budget by projects, envelopes, exercises, budget lines. Annual or multi-year envelops.
(grouping) from G/L or analytical ledger Multi-year budgets are particularly usable for investment budgets.
• For a budget, unlimited number of versions, with a status (development, active, closed) • Configurable workflow for approving various budget levels
• Reserves management, outcome amounts • Depreciation context based on Accounting data model to manage a Fixed assets data
• Expense control from commitments, electronic approval model in a currency, according to a financial year and interim period schedule
• Revisions, transfers between budgets • Accounting and fiscal depreciation context linked to the Company accounting data model:
• Procedure for closing with user definable carry-forwards ◦ Chart of accounts to determine economic depreciation
• Off-budget lines management ◦ fiscal plan to determine accelerated depreciation or claw back
Expenses commitments ◦ fiscal plan to determine deferrable depreciation and manage deferred depreciation
• User definable function – input or import • IAS/IFRS depreciation context linked to the IAS/IFRS accounting repository (consolidated
• Linked to the purchase transactions, optional generation of pre-commitments (from accounts)
purchase requests), generation of commitments (from purchase orders) • Ability to manage up to 15 depreciation plans per fixed asset
• On request/order date or receipt forecast date Depreciation methods
• With/without non-deductible tax • Large list of depreciation methods (Straight line, Declining, Residual, Gradual, Production
• Pre-commitments balance while ordering, commitment balance while receiving or Unit, Constant, Accelerated, etc.)
invoicing • Depreciation method management by non-financial unit,
• Commitment control, with user definable signature workflow, which may be different • determined by the rate of fixed asset usage
depending on whether the budget is exceeded or not • Option to configure other depreciation methods
• Carry-forward of commitments
. from one year to another • Depreciation basis and method specific to each plan
• User definable reporting comparing budget, pre-commitment, commitment and actual Association of values
• Consistency of depreciation methods via an identification system depending on the value:
1.2 Fixed Assets ◦ of the Fixed asset accounting code
1.2.1 Fixed asset management framework
. ◦ or the Fixed asset family
Fixed asset management in accordance with IAS/IFRS Extended fixed asset record
Depreciation context and plans • Dual valuation and dual account posting, according to the Company accounting repository
and according to the Group accounting repository or invoices or due to adjustments of VAT deductions
• Identification of Type of holding: “Owned”, “Leased”, “Rented”, “Franchised”, “Projected” • Commissioning of fixed assets
• Business sector to manage VAT deduction rules • Allocation of Fixed assets: geographical and analytical
• Visibility of the various depreciation plans on a configurable timescale: option of • Creation and updating of depreciation plans
automatic depreciation plan calculation ◦ Change of method: duration, mode, prospective or retroactive, in accordance with
• Traceability of physical and analytical movements plan standards
• Traceability of renewals for “Franchised” assets ◦ Impairment management, for recording a loss in addition to the loss recorded through
• Link to related physical element(s) for barcode registration and control stock count depreciation
purposes ◦ Revaluation management, according to market value or by application of a coefficient
• Link to contract for “Leased” and “Rented” assets • Splitting of fixed assets, for reallocation or partial issue
• Link to production plan for assets depreciated by • Intra-group transfers: spinoff, merger and demerger operations. Option of simulation before
• Non-financial unit execution.
• Management of data relating to vehicles in order to produce a preparatory statement • Asset issue (sale, disposal, loss), with calculation of capital gain or loss
for declaration ◦ These actions can be carried out individually in a fixed asset record, or applied in
1.2.2 Fixed asset life cycle batch mode to a selection of assets
• Traceability of Capitalized expenditure
. ◦ Ability to run closing process in simulation mode
• Taken from records of purchase invoices and third-party supplier invoices 1.2.3 Interim statements and closing
• Creation of Fixed assets from Capitalized expenditure • Interim statements according to the period breakdown of the Accounting repository, for
• Splitting of Capitalized expenditure provisional or final posting of the depreciation and movements for the period
• Grouping of Capitalized expenditure . • Traceability and reporting of fixed asset and depreciation transactions by account and by
• Fixed asset breakdown management heading
• Discounting of depreciable costs and depreciation bases, due to additional credit notes • Journal of detailed account entries
• Closure of fiscal year after application of annual VAT deduction adjustments for partial accounting data model
taxpayers and registrants ◦ End of contract management: equipment returned to lessor or purchase option
• Option of processing the first interim statements for the following fiscal year before exercised by acquisition of the equipment
closure of the current fiscal year ◦ Production of financial commitment reports
• Ready-to-use reports to obtain your fixed asset position and movements; BI universe • Management of equipment subsidies:
with reports ◦ Calculation of subsidies allocated to investment projects, posting to fixed assets,
1.2.4 Fixed asset stock count calculation and posting of the reintegration.
• Records of registered physical elements 1.2.6 Franchised asset management
• Physical element bearing the barcode registration, linked to the fixed asset: n physical • For equipment made available to the company by a franchisor, generally a local authority:
elements per fixed asset • Management of franchise contracts and riders: extension of the franchise with effect on
• Allocation and movement management at Physical element level, with a validation fixed assets
phase to pass the movement on to the fixed asset: Change of location; Asset issue • Calculation and posting of provisions for renewal
• Manage control stock counts, to check the validity of fixed asset accounts • Financial depreciation
◦ Collection of registrations with a Pocket PC (Windows mobile) fitted with a • Renewal of franchised assets and traceability of renewals
barcode reader and Sage Inventory Tools software to manage stock counts • Customer invoice creation on sale of fixed asset
◦ Automatic comparison
. of stock count file and Physical elements records in order
to identify and correct variances or suggest updates
1.2.5 Fixed asset financing
• For leased or rented equipment: management of the lease or rental contract:
◦ Identification and characteristics
. of the contract; payment schedule
◦ Generation of account entries for the company accounts and consolidated
accounts: reprocessing of the fee if the asset is depreciated in the IAS/IFRS
Supply Chain
Management
Supply Chain Management
2.1 Purchasing ◦ Commercial history inquiry
2.1.1. Purchasing data model ◦ Supplier prices inquiry
• Supplier • Supplier reminder by undelivered orders on outstanding products
• Supplier breakdown: ordered, invoicing, paid and group Product categories
• Multi-address and multiple bank details • Grouping of products with similar management rules
• Management of contacts by address • Rapid creation of a product inheriting the default management rules and values for the
• Management of discounts/bank charges category
• Multi-type and multi-due date payment modes, with management of alternative • Association of management rules relating to inputs and issues
payment modes • Association of configurable allocation rules
• Commercial and financial monitoring • Association of configurable valuation rules
• Minimum order value Products
• Multi-line orders • In stock or not, management of serial numbers, lot numbers and sub-lot numbers
• Supplier quality monitoring • Default supplier per product and per product/site
• Supplier ranking • Version number (Major and minor version)
• Supplier work-in-progress control: • Commercial products, service provision or sub-contract provision
• Real-time work-in-progress. status • VAT and parafiscal tax management
• Configurable work-in-progress control (hold/release, etc.) • Product reference, product description, units, minimum purchase quantities customizable
• Inquiries with audit trail ranging from general to detailed: by supplier
◦ Commercial risk analysis by site, company or folder • Identification of direct order suppliers by product
◦ Financial risk analysis by site, company

. or folder • Inquiries with audit trail ranging from general to detailed
◦ Multi-collective account inquiry ◦ Price catalogue inquiry
◦ Recent transactions inquiry ◦ Stock inquiry by site
◦◦ Product cost inquiry • Supplier catalogue import

◦◦ Competing product inquiry and association • Advanced purchasing cost management can include supply chain costs in total purchase
◦◦ Product installed base inquiry costs
Units 2.1.2 Inter-company/inter-site transactions
• Stock units Automated management of commercial transactions between sites belonging to the same
• Packing units with fixed or variable conversion factors company or between sites belonging to different companies:
• Commercial units (sales, purchases) • Inter-company pricing
• Configurable unit conversion rules for taking from another unit: unpacking, incomplete • Retail sale orders generated automatically from purchase orders
unit management, unit splitting • Contract orders generated automatically from purchase orders
• Stock label management by packaging • Sub-contract orders
Prices & Discounts • Inter-company invoicing with generation of purchase invoice control on customer site
• Configurable price structure by supplier • Management of logistical transactions between sites belonging to the same company or
• Configurable multi-criteria prices between sites belonging to different companies:
• Price management by currency, coefficient, quantity or • Inter-site deliveries
• configurable formula • Inter-site receipts with inheritance of the stock characteristics of the corresponding
• Inter-company prices . deliveries
• Prices applicable by date slots (promotions) • Customer or inter-site returns with inheritance of the stock characteristics of the
• Prices applicable by line and/or by document corresponding supplier returns
• Discounts and costs by line and by order, as a value, as a percentage, as a cumulative • Immediate inter-site stock movements for sites geographically close to each other
total, cascaded . • Setup movement rules and processes to declare subcontracting flows
• Simulation of price application 2.1.3 Commercial documents
• Archive of prices and discounts applied • User-configurable entry transactions (quick entry)
• Configurable purchasing cycle: • Every step in the transportation of goods can be defined by a cost with different cost
◦◦ RFQ (Request for Quotation)/Purchase request/Order calculation
◦◦ Purchase request/RFQ/Order • The cost structure is the list of costs for transport, including all of the steps.
◦◦ RFQ/Order • Cost-structure affected by product, product-supplier, or product-supplier-site by site
◦◦ Order/Invoice • Management of product costs on the shipment
◦◦ Order/Receipt/Invoice 2.1.5 Request for Quotation/Call for tenders
◦◦ Order/Invoice/Receipt • Request management (multi-product and multi-supplier)
◦◦ Direct invoice • Request printout by supplier
• Automatic or manual numbering • Taking purchase requests into account
• Unlimited links between documents • Tender comparison
• User definable printable text in document header, footer and lines • Responses and reminders
• Custom order code identification by line • Price line generation
2.1.4 Advanced Purchasing Costs Management 2.1.6 Expenditure authorization
• APC (Advanced Purchasing Costs) enables users to foresee the purchase costs for • Real-time budget monitoring management
international imports using international standards (incoterm) or inland purchases • Budget control (with warning or freezing) by value or quantity, with override limit by user
• Estimate the purchase cost. of a good, along with the logistic operations included in the • Configurable signature processes for purchase requests, orders and contract orders with
supply chain additional process in the event of budget overrun
• 2 methods of managing APC: • Main and deputy signatory management, switching
◦◦ Landed cost coefficient • Workflow engine incorporated into the process
◦◦ Cost Structure . • Automatic generation of pre-commitment (purchase request) and commitment (order)
• Reconciliation between the Cost and the Additional Invoice entries
• On supplier order: purchase cost by line or total, detail by cost nature • Disengagement from the previous stage at every stage of the transaction
• Automatic generation of entries and direct posting of realized amounts on budget line ◦ Request for quotations taken into account
(invoices receivable, credit notes receivable, invoices, additional invoices and credit • Automatic generation of direct orders from customer orders with traceability (direct order or
notes) order on receipt)
• Audit trail from Purchase request, Order, Receipt and Invoice to corresponding • Manual or automatic purchase order balance
accounting document • Back order management
2.1.7 Purchase requests • Querying and justification of prices applied
• Purchase request entry and printout • Order progress (traceability, receipt, invoices, etc.)
• Querying and justification of prices applied • Inquiries with audit trail:
• General or commercial purchase requests ◦ Receipt and invoice inquiry
• Reorder suggestions taken into account ◦ Consumed purchase request inquiry
• Requests for Quotation taken into account 2.1.9 Purchase workflow
• Manual or automatic purchase request balance • Purchase requests, orders, and open orders to sign
• Order generation depending on authorization • Signed requests, orders, and open orders
• Associated order inquiry • Historical purchase open orders, and purchase documents signed
2.1.8 Supplier orders • History of documents on which there is an approval or rejection
• Entry and printout of supplier
. purchase orders or contract orders with delivery schedule • Cancellation of the signature action for a document.
• General or commercial purchase orders 2.1.10 Logistics
• Rider management • Optimize freight cost and quantity optimization according to container capacity
• Pre-payment management • Plan shipments based on product in a container and track the movement of that container
• Validation and signature process . from supplier to delivery location
• Reorder suggestions • Supplier shipment coordination to reduce transportation costs
◦ Purchase requests and sub-contract orders taken into account ◦ Identify other products and suggestions for the supplier
◦ View trends to order based on history in product usage 2.1.12 Stock valuation
◦ Container capacity freight costs estimating • Cost monitoring: global, detailed and at a specific date
◦ Container selection to identify weight and volume capacity • Standard cost, Revised standard cost, Average unit cost, Average lot cost, FIFO, LIFO, last
◦ Compare selected lines with available capacity purchase price and simulated cost, standard price and simulated price
◦ Manually enter weight & volume fields when needed • Distribution coefficient
• User Step Tracking (to specify customized tracking by setting a list of steps) • Valuation of sub-contracted work-in-progress
2.1.11 Decision aid tools • Adjustment of supplier invoice (value, quantity, exchange rate)
Buyer’s workbench • Adjustment of additional invoice (carrier invoice)
• Consumption of suggestions and purchase requests 2.1.13 Stock
• Direct orders • Traceability
• Supplier choice • Actual or projected stock inquiry with first availability date
• Option to modify the usual direct order supplier • Detailed stock inquiry
• Standard, inter-company or inter-site order generation • Inquiry by storage site or consolidated inquiry
Overall schedule • Stock movement history inquiry
• Multi-site analysis by product family or product • Stock in transfer and transit inquiry (inter-site or inter-company)
• Critical orders highlighted . 2.1.14 MRP calculation
• Order grouping • Point/periodic/inter-site reordering
• Generation of orders, delivery requests or purchase requests • MRP calculation
Workbench • Purchase recommendations for specific Project and tasks
• Single-site, single-product analysis . • Calculation according to safety stock
• Order grouping 2.1.15 Receipts
• Generation of orders, delivery requests or purchase requests • Direct receipt or receipt by order line picking
• Receipt of inter-site shipments or inter-company shipments • Reincorporation of returned quantities on order

• Receipt of sub-contracted services • Generation of corresponding credit note
• Detailed receipt or quick receipt on the dock with management of storage plans to 2.1.18 Supplier invoices
supplement stock information • Configurable invoice types
• Sub-contract stock issues • Recording and checking
• Location, supplier or internal batch and serial number management • User authorization based on payment level authorization
• Receipt position (invoices, returns) • Invoice/Receiving slip/Order reconciliation
• Stock label printing • Credit note/Return/Invoice reconciliation
• Suspended movement and stock-out processing • Additional invoices and credit notes
2.1.16 Quality assurance • Breakdown of invoice footer elements by line
• Batch and sub-batch number management • Value adjustment of stock movements according to invoice variances
• Serial number management • Additional invoice of shipment (to create invoices for carriers, forwarders, other service
• Use-by date management partners directly for a shipment)
• Stock status management: accepted, rejected, inspected 2.1.19 Integration to accounts
• Re-inspection date management • Invoices receivable
• Stock sub-status management
. • Credit notes receivable
• Quality control record creation • Supplier invoices
• Quality control procedures with analysis request • Pre-commitments and commitments with budget control
• Expiry date management • Pre-payment management
• Upstream and downstream traceability
. management • Stock movement posting
2.1.17 Returns • Posting of sub-contracted work-in-progress
• Creation of returns by selecting receipt lines or direct entry • Analytical dimension type management
• Tax • Material reorder and deliveries

• VAT on debits and receipts • Allocations/De-allocations
• EU Intra-community VAT • Sub-contract order consumption monitoring
• Parafiscal tax by value and as a percentage • Projected sub-contract cost calculation and inquiry
• Formulae applicable to parafiscal taxes (threshold, quantity, etc.) • Sub-contract cost price calculation and inquiry
2.1.20 EU Exchange of goods declaration (EGD) 2.2 Inventory Management
• Customs nomenclature incorporation and product record association interface 2.2.1 Stock data model
• Registered Export (REX) identifier Product categories
• Recording of data necessary for exchange of goods declaration (rules, natures, delivery • Grouping of products with similar management rules
conditions, etc.) • Rapid creation of a product inheriting the default management rules and values for the
• Extraction function for transactions subject to declaration, with option to modify category
extracted information • Association of management rules relating to inputs and issues
• Report for checking information subject to declaration • Association of configurable allocation rules
• Management of specific local features of the EGD report (Portugal, UK, Italy, etc.) • Association of configurable valuation rules
2.1.21 Sub-contract management Product base
• Sub-contracted service or production
. (components or materials supplied and not • Technical information
supplied) • Management information
• Sub-contract bill of materials • Commercial information
• Sub-contract order Multi-unit
• Sub-contract lead time by supplier . • Stock units
• Suggestion and generation of sub-contract orders following net requirements • Packing units with fixed or variable conversion factors
calculation • Commercial units (sales, purchases)
• Configurable unit conversion rules for taking from another unit: unpacking, incomplete • Stock issue of products in/on LPN
unit management, unit splitting • Available for standard ADC transactions
• Stock label management by packaging 2.2.2 Quality Assurance
Multi-site and multi-company • Batch and sub-batch number management
• Inter-site and inter-company transfer order management • Use-by date management
• Inter-site reorder • Serial number management
• Picking location and sub-contract location reorder • Stock status management: accepted, rejected, inspected
Multi-warehouse • Re-inspection date management
• Stock access control: • Stock sub-status management
• By user group and by transaction type • Quality control record creation
• Grouping of locations in warehouses • Quality control
Multi-location • Sampling management (ISO 2859)
• Location structure definition • Expiry date management
• Fixed or random storage • Upstream and downstream traceability management
• Location allocation policy 2.2.3 Stock movements
• Location release policy . • Receipt, quick receipt on dock, storage plan
• Third-party stock management • Use Licence Plate Number (LPN) to move multiple associated stock items
Licence Plate Number (LPN) • Internal movements, grouping, ungrouping
• LPN identification • Shipment preparation
• Products assignments to LPN in stock
. entries • Delivery (Order, picking list)
• LPN availability on every stock transactions • Load preparation (post-load preparation, manual load preparation)
• Split/Merge operations • Customer and supplier returns
• Stock counts • Current stock

• Allocation plan to work-in-progress • Available stock
• Grouping/Ungrouping • Projected stock
2.2.4 Cumulative stock totals • Stock past use-by date or inactive
• Physical stock • Stock movements
• Allocated stock • Allocation details
• Reserved stock • Expired stock
• Controlled stock • Traceability inquiry upstream, downstream, by batch or by part
• Available stock • Stock by version number (Major version)
• Ordered stock 2.2.6 Stock count management
• Projected available stock • Stock count session management, incorporating stock count lists
• Missing stock • Comprehensive perpetual stock counts by location, by product
• Transferred stock • Configurable stock count transactions
• Stock in transit • Reorder management
2.2.5 Stock inquiries • Calculation:
• Summary stock schedule by
. period ◦ economic order quantities
• Detailed stock schedule ◦ reorder points
• Inquiries with audit trail ranging from general to detailed: ◦ safety stock
◦ Stock by site ◦ maximum stock
◦ Stock by batch . • MRP calculation
◦ Stock by serial number • Periodic reorder
◦ Stock by location • Reorder when reorder point reached
• Preparation area reorder Automated data collection (ADC) with handhelds

• Automated data collection (ADC) with handhelds • Receipts
2.2.7 Stock valuation • Miscellaneous entries
• Standard price • Miscellaneous issues
• Revised standard price • Shipment preparation
• Simulated price • Stock changes (location and status)
• FIFO price • Inter-site transfers
• LIFO price • Transfers to sub-contractors
• Weighted average price • Stock counts
• Last price • Storage on list
2.2.8 Analysis tools • Location reorders
• Consumption analysis 2.3 Sales Management
• Histories 2.3.1 Data Model
• Stock Valuation reports Customers
• Stock turnover, etc. • Customer breakdown: ordered, delivered, invoiced, group, payer, risk and factor
2.2.9 Integration to accounts
. • Multi-address, multiple delivery points, multiple bank details
• Posting of stock movements with aggregation criteria • Management of contacts by address
• Multi-dimension analytical incorporation • Management of discounts/bank charges
2.2.10 Additional on-premises capabilities • Multi-type and multi-due date payment modes, with management of alternative payment
• The following additional capabilities are
. available to customers opting for a private modes
cloud deployment, either on-premises or partner-hosted. • Reminder management:
◦ Multi-level reminders
◦ On minimum threshold • Planning or recording of commercial actions (appointments, calls, tasks, etc.)
◦ Individual or mass customer hold/release on multiple criteria • Printing of commission allocation notes
• Factoring Prospects
• Commercial and financial monitoring • Prospect management and follow-up
• Minimum order value • Sales contact follow-up
• Customer credit control: • Allocation to a market sector
◦ Real-time customer credit situation • Conversion to customer
◦ Configurable credit control (Company, Folder, hold, etc.) Carriers
• Customer inquiry with audit trail ranging from general to detailed: • Carrier management
◦ Commercial risk analysis by site, company or folder • Pricing by weight and volume, by time slot and by region
◦ Financial risk by site, company or folder • Invoicing by threshold
◦ Aged trial balance inquiry • Simulation tools
◦ Account inquiry Product categories
◦ Recent transactions inquiry • Grouping of products with similar management rules
◦ Commercial history inquiry • Rapid creation of a product inheriting the default management rules and values for the
◦ Customer prices inquiry
. category
◦ Customer installed base inquiry • Association of management rules relating to inputs and issues
Sales representatives • Association of configurable allocation rules
• Allocation of sales representative’s commission by multi-criteria configuration • Association of configurable valuation rules
• Multiple sales representatives per order
. with automatic allocation Products
• Management of targets by sales representative • In stock or not, management of serial numbers, lot numbers and sub-lot numbers
• Allocation of sales representatives by market sector • Version number (major and minor version)
• Commercial products, service provision and after-sales • Configurable multi-criteria prices

• Commercial bill of materials or kit type products with option and variant • Price management by currency, coefficient, quantity
• Alternative and/or replacement product • or configurable formula
• Associated packaging (load preparation) • Management of free products
• VAT and parafiscal tax management • Inter-company prices
• Commercial information (base price, theoretical price, floor price, minimum margin, etc.) • Set sale price as a coefficient of purchase price
with entry control • Prices applicable by date band - promotions
• Loan, direct order authorization • Prices applicable by line and/or by document
• Audit trail inquiries ranging from general to detailed: • Discounts and costs by line and by order, as a value, as a percentage, as a cumulative total,
◦ Price catalogue inquiry cascaded
◦ Stock inquiry by site • Simulation of price application
◦ Product cost inquiry • Archive of prices and discounts applied
◦ Competing product inquiry and association • Price catalogue
◦ Product installed base inquiry • Price revisions
Units • Price import
• Stock units . • Price rules can be set based on the country and state of delivery
• Packing units with fixed or variable conversion factors • Tax code management within sales documentation
• Commercial units (sales, purchases) • Discount policy management for multiple tax levels on the same sale documentation
• Configurable unit conversion rules for taking from another unit: unpacking, incomplete 2.3.2 Inter-company/Inter-site
unit management, unit splitting . • Automated management of commercial transactions between sites belonging to the same
• Stock label management by packaging company or between sites belonging to different companies:
Prices & Discounts ◦ Inter-company pricing and price recalculation
◦ Retail sale orders generated automatically from purchase orders ◦ Counter invoice
◦ Sale orders generated automatically from contract purchase orders • Automatic or manual numbering
◦ Inter-company invoicing with generation of purchase invoice control on customer • Unlimited links between documents
site • Management of printable text in document header, footer and lines
• Management of logistical transactions between sites belonging to the same company • Identification by custom order code
or between sites belonging to different companies: 2.3.4 Commercial configurator
◦ Inter-site deliveries • Choice of products, options and variants
◦ Inter-site receipts with inheritance of the stock characteristics of the • Creation of multi-level technical data and rules
corresponding deliveries • Incorporated into quotes and orders
◦ Customer or inter-site returns with inheritance of the stock characteristics of the 2.3.5 Quotes
corresponding supplier returns • Entry/printout of quotes for customers or prospects
◦ Immediate inter-site stock movements for sites geographically close to each ◦ Delivery address, shipping site, delivery time on quote line
other ◦ Real-time margin calculation
• Management of inter-company credit levels and price controls ◦ Validation and signature process
2.3.3 Commercial documents ◦ User control of minimum margin and/or floor price
• User-configurable entry transactions
. (quick entry) ◦ and/or minimum value and/or quantity
• Configurable sales cycle: ◦ Querying and justification of prices applied
◦ Quote/Order/Invoice ◦ Validity date monitoring
◦ Order/Invoice ◦ Open quotes report
◦ Quote/Order/Delivery/Invoice . ◦ Pro forma invoice calculation and printout
◦ Order/Delivery/Invoice ◦ Define rules and processes for sales quotes
◦ Delivery/Invoice ◦ Document counter for each type of sales quote
2.3.6 Orders • Generate a sales order from a quote

• Configurable order type: • Define rules and processes for sales orders
◦ Retail orders • Document counter for each type of sales orders
◦ Loan orders • Manual hold on sales order
◦ Contract orders (delivery schedule, ahead/delay management) 2.3.7 Sales workflow
• Order entry/printout for customers and prospects with automatic prospect to customer • Sales quotes, order, and open order to sign
conversion • Signed quotes, orders, and open orders
◦ Rider management • Historical sales quotes, orders, and open orders signed
◦ Order progress • Viewing the history of documents with an approval or rejection
◦ Querying and justification of prices applied • Cancellation of the signature action for a document
◦ Total or partial quote conversion 2.3.8 Allocation
◦ Delivery address, shipping site, delivery time, carrier, etc. on order line • Customer reservation with validity end dates
• Delivery routing available, including mapping • Posting of reservations on orders
◦ Real-time margin calculation • Manual or automatic stock allocation with configurable criteria
• Validation and signature process • Manual or automatic de-allocation
◦ .
Back order management • General or detailed allocation
◦ User control of minimum margin and/or floor price and/or minimum value and/or • Stock-out management
quantity • Allocation inquiry
◦ Order book 2.3.9 Logistics
◦ Pro forma invoice calculation and
. printout • Shipment preparation management
◦ Direct purchase order (direct or receipt) or work order generation by line • Automatic picking list generation or manual creation
• Pre-payment management with option of order suspension • List of products to be delivered
• Run code management • Return management

• Full or part delivery of orders or order lines • Unreturned goods invoicing
• Direct delivery of materials to a sub-contractor 2.3.11 Invoicing
• Load preparation management, for recording purposes or post-load preparation • Configurable invoice type
• Load preparation list, load preparation labels • Invoice printing with number of copies configurable by customer
• Picking list, delivery note, etc. printout • Automatic or manual creation
• Management of carriers and associated costs • Invoicing by customer, order, delivery note, delivery point or period
• Customer return management with or without quality control • Printout of invoice statements by customer or period
• Automated data collection (ADC) with handhelds • Automatic or manual invoicing of service requests (intervention, parts)
• Stock • Automatic or manual invoicing of maintenance contracts (revision by index in particular)
• Upstream/downstream traceability (Batch, Serial no.) • Automatic invoicing of inter-company stock movements
• Actual or projected stock inquiry with first availability date • Scheduled invoices management
• Detailed stock inquiry • Electronic signature of invoices (Detection of any changes in critical information after
• Inquiry by storage site or consolidated inquiry validation, whatever they have been made)
• Stock in transfer and transit inquiry (inter-site or inter-company) 2.3.12 Incorporation into accounts
• Document tracking to the Shipment
. and Transport • Customer invoices
• Management on inbound shipments • Invoices for issue
• Management of none invoiceable deliveries • Pre-payment management
2.3.10 Loans • Stock movement posting
• Loan note entry and printout . • Analytical dimension type management
• Open loan monitoring 2.3.13 Tax
• Traceability by serial number and batch number • VAT on debits and receipts
• EU Intra-community VAT Call script

• Parafiscal tax by value and as a percentage • Production and modification of questionnaires
• Formulae applicable to parafiscal taxes (threshold, quantity, etc.) • Information collection during phone campaigns
2.3.14 EU Exchange of goods declaration • Assisted approval of third-party databases and participants
• Customs nomenclature incorporation and product record association interface Marketing campaigns
• Recording of data necessary for the exchange of goods declaration (rules, natures, • Marketing campaign and scheduled budget monitoring
delivery conditions, etc.) • Detailed campaign inquiry and multi-level monitoring of current marketing operations
• Extraction function for transactions subject to declaration, with option to modify enabling complete monitoring of the entire audit trail
extracted information • Microsoft Word mail merge available for quick and easily mass mailing of marketing
• Report for checking information subject to declaration campaigns; mail merge uses templates you have stored, allowing for visuals to be included
• Management of specific local features of the EGD (Portugal, UK, Italy, etc.) Direct mail wizard
2.3.15 Sales statistics: examples • Recipient selection
• Sales Order turnover by product (by customer, family, sales representative, geographical • Handling of panels generated from advanced targeting
area, etc.) • Sample display
• Sales Order turnover for the day • Message design or emailing retrieval
• Invoiced turnover by product
. (by customer, family, sales representative, geographical • Sending method selection
area, etc.) • Sent history creation
2.4 Customer Service • Feedback summary in table format
2.4.1 Marketing • Access to detailed information to monitor the entire audit trail
Competing products . Phone campaign wizard
• Competitor product number management • Panel definition or retrieval
• Comparison of strengths and weaknesses by product • Call breakdown by cross-referenced criteria
• Call script definition and retrieval • Customer installed base inquiry

• Feedback inquiry Participants
• Access to detailed information to monitor the entire audit trail • Independent participant management
Trade show wizard • Management of relationships with third parties, companies, sites, users and accounts
• Exhibition characteristics entry • Market sector management
• Feedback inquiry • Customer/prospect/contact portfolio segmentation
• Access to detailed information to monitor the entire audit trail • Manual or automatic multi-criteria allocation of main and temporary sales representatives
Press campaign wizard Calls
• Press campaign characteristics entry • Incoming call recording or scheduling of calls to be made
• Feedback inquiry • Association with a custom order
• Access to detailed information to monitor the entire audit trail • Option of fuzzy date management
2.4.2 Commercial action • Automatic call forwarding
Prospects/customers • Call attempt management
• Main and temporary sales representative management • Call number search
• Automatic handling of checks linked to conversion of prospect to customer • Price search
• For customers: . • Call script running
• Token credit and points debit management • Commercial action planning: custom orders, tasks, appointments, service requests
• Customer installed base inquiry Appointments
• Sold-to-party association • Appointment scheduling
• Planning or recording of commercial.actions (custom orders, tasks, appointments, calls, • Association with a custom order
service requests, warranty requests, service contracts) • Option of fuzzy date management
• Global pre- and after-sales history inquiry for creation of an audit trail • Multi-participant schedule conflict control
• Direct de-scheduling of conflicting participants • Associated custom order management

• Resource reservation management • Handling of checks linked to quote creation
• Meeting address search • Commercial action planning: tasks, appointments, calls, service requests
• Commercial action planning: custom orders, tasks, calls, service requests • Quote history by custom order
Tasks 2.4.3 Customer Support
• Management of commercial actions other than calls or appointments ‘Sold to’ parties
• Association with a custom order • Management of several ‘sold to’ parties per customer
• Requester delay alert management • Configuration of information held against sold-to-parties
• Commercial action planning: custom orders, appointments, calls, service requests Service providers
Synchronization with MS Outlook • Service provider partner skills management
• Contact synchronization between Outlook and Sage X3 • Area of activity management
• Commercial action synchronization between Outlook and Sage X3 (tasks, calls and • Management of financial conditions of collaboration
appointments) Products
• Workbench of records to be synchronized • Automatic generation of customer installed base on validation of sales movements
• Mass processing and update tracking option • Model contract specification (loan, warranty, service)
• One-click email from customer
. service functions • Token credit and points debit management
• Access to solution functions from Microsoft Outlook client (rich content and hyperlinks • After-sales bill of materials management
in emails) • Product type: miscellaneous, spare part, labor, travel expenses, service contract
Custom orders • Automated stock issues on consumption of spare parts managed in stock
• Competitor management . Customer installed bases
• Sales cycle monitoring from start to finish, • Automatic generation and updates from deliveries, returns, etc.
• with process automation • Loan units installed base management
• Physical location management • Warranty coupon management

• Splitting by geographical location of installed base Service requests
• Breakdown of results by customer type: direct customer, wholesaler or retailer • Option to allocate a sold-to-party per user
• Associated service contract history (applicable cover and warranties) • Automatic allocation to skills family
• Installation history • Identification of installed base and associated after-sales bill of materials
Service contracts • Option of allocation to:
• Optional approval from a model contract ◦ dispatches
• Management of different service contract types ◦ employee
• Definition of area of application of cover, management of charging threshold by installed ◦ queue
base, component, skill (option of adding restrictive financial rules) ◦ commercial department
• Definition of cover, management of charging threshold by installed base, component • Automatic request coverage control
labor • Automatic time-stamping
• Definition of area of application taking into account cost constraints • Points consumption in accordance with flat rate and additional debit rules
• Automatic generation from sales movements • Consumption options:
• Automatic creation from accumulation of purchasing credit ◦ parts (stock management)
• Automatic management of. revaluations, renewals, etc. ◦ hours of labor
• Invoicing schedule calculation ◦ travel expenses
• Management of quality constraints by severity level • Automatic invoicing
• Automatic invoicing • Solution identification and definition
• Invoice, due date and payment history
. • Operations planning and recording
• Revaluation and renewal history • Planning of actions to be performed and recording of completed actions
Warranty requests • Request status history
• Modification history • Commercial employee time management

• Escalation history • Outstanding activities: appointments, calls, tasks, custom orders, marketing campaigns
• Operations • Late activities alerts
• Automatic search for skilled, available employees • Review prospect/customer and participant histories for each type of activity
• Automatic search for skilled service providers in the area of competency • Accelerated contact search on calling and call forwarding function
• Schedule conflict control • Call script running
• Resource reservation • Audit trail, access to details of each activity
• Operation address management • Option to save reports
• Spare parts consumption and stock issue monitoring • Third-party and participant search
• Knowledge base search for solutions • Commercial action planning: custom orders, tasks, appointments, calls, service requests
• Report entry Diary – after-sales workbench
Knowledge base • Open and pending service requests
• Search by: multiple key words, original request, solution, skills family, employee, creation • Pending and delayed operations
date, content • Dispatching content
• Decision aid tools • Employee and queue load statistics
Marketing schedule . • Temporary employee management
• Multi-level view of active campaigns and operations enabling complete monitoring of all • Search:
activities ◦ for solutions
• Marketing campaign and scheduled budget monitoring ◦ for service requests
Diary – pre-sales workbench . ◦ by description
• Graphical display of commercial activities (tasks, calls, appointments) • Operation planning or recording
• Daily, weekly or monthly views (days worked or working days) • Plan actions to be performed and record completed actions
• Service request tracking

• Third-party or participant identification
• Inquiries:
◦◦ service requests
◦◦ queues
◦◦ employees
◦◦ skills
◦◦ escalations
Manufacturing
Manufacturing
3.1 Data Model ◦ machine, labor, sub-contract center
3.1.1 Manufacturing management ◦ multi-work center
• Association of categories and product families, etc. ◦ calendar exception management
• Different management methods (on order, from stock) • Routing sheet management:
• Allocation of reorder policies, seasonality ◦ multi-routing sheet
• Data used for management control ◦ current operations
• Multi-production unit ◦ parent routing sheets
• Association of attachments ◦ standard operations library
3.1.2 Bill of materials management ◦ change of units
• Multi-bill of materials (Commercial, Production, Sub-contracting, etc.) ◦ operation sub-contracting
• Current bills of material ◦ inter-operation scheduling principles
• Formula % bills of material ◦ plan association
• Mass maintenance ◦ mass maintenance of technical data
• Manage changes on a product and bill of materials • Product and technical data configuration via configurator, also accessible in quote and sales
• Control the use of a product for a version number in different flows (Sales, Purchases, order management
.
Manufacturing, Subcontracting, Stock issues) • Use of data generated by configurator
• Version management (Major and minor version) • Version management (Major and minor version) in the routing
• Track changes to versioned bills of material • Mass replacement and deletion in versioning
3.1.3 Technical data management • Critical changes (add, update, remove) in versioning
• Calendar and timetable management. 3.2 Production launch

• Work center group management • Multi-product work order launch
• Work center management: • Multi-level work order launch
Manufacturing
• Work order feasibility test (trial kit) • Material output

• Material and load updates • Production output
• Manage potency and adjust quantity required 3.3.3 Inquiries
• Scheduling function • Stock-in-progress by product
• Order smoothing • Load stock-in-progress
• WO updating • Current projected stock
• Production folder • Material stock-outs
• Production monitoring (WO by WO or mass) • Material consumption
• Management without WO • Industrial cost price analysis
3.3 Decision aid tools • Allocation details
3.3.1 Overall schedule • Orders to be rescheduled
• Multi-site analysis by product family or product • WO progress
• Critical orders highlighted • Monitoring by WO
3.3.2 Workbench • Sub-contracted operations
• Single-site, single-product analysis 3.4 Automatic processes
• Order grouping . • Mass allocation/de-allocation
• Planners’ and Buyers’ decisions and analysis • Series WO re-planning
• Production indicators • Mass scheduling/un-scheduling
• Use of resources • Automatic launch
• Delay analysis . • WO suspension/re-activation
• Lead-time analysis • Direct work order
• Operations output • WO and/or mass operation shifts
Manufacturing
3.5 Reorders • Link Non-conformance on document header or line
• Reorder when reorder point reached • Root causes analysis
• MRP reorder (on order, from stock): • Status management (New, in progress, Plan, Implement, Complete, Closed)
• Configurable reorder policies (MRP, technical batch, cover and seasonal safety stock) • Action plan Preventive or Corrective actions
• Requirement origin traceability (pegging) • Management of priority and deadline monitoring
• Inter-site reorders based on conclusion of contracts between two partner sites • Report on the root causes analysis
3.6 Management control 3.8 Change Control Management

• Valuation and overheads section definition • Manage all changes made to a product or system
• Projected cost calculation (standard cost, revised standard cost, simulated cost, budget • Enter a change, review the potential impact and send to approval
cost) • Full traceability and security that changes are done only by authorized users
• Production cost price calculation (projected/actual) 3.9 Configure to order

• Stock-in-progress valuation • Custom order management and monitoring of production (customized or special product)
• Variance analysis by product • Custom order creation from quote
• Work-in-progress accounting interface (stock movements and time spent) • Custom order broken down by batch or task (design, sub-contracting, production, costs,
• Multi-dimension analytical interface etc.)
3.7 Non-Conformance . Management • Custom order line budget definition (entered or calculated)
• Direct Non-conformance for a product or without product • Sub-custom order management
• Non-conformance triggered from a document: • Posting of purchases and time spent per custom order
◦ Customer Return • Custom order progress monitoring
◦ Purchase receipt . • Projected, committed and actual budget monitoring and control
◦ Production Tracking • Macro load schedule per custom order
• Automatically preloaded with the document link • Custom order balance sheet
Manufacturing
Additional on-premises capabilities ◦◦ Suggestion analysis

• The following capabilities are available to customers opting for a private cloud ◦◦ Re-planning messages
deployment, either on-premises or partner-hosted. 3.12 Production Scheduler
3.10 Weighing scale • Interactive planning capabilities
• Weigh scale definition in technical data • Constraint-based finite-capacity scheduling
◦◦ weighing box and box grouping • Multi-criteria scheduling and Graphical load analysis
◦◦ scales authorized for different weighing stations • Take raw material availability into account
• Material weight management during production process • Grouping of production order operations
• Workbench for selection of work orders for weighing • Linking between work orders
• Management of different types of raw material (Excipients and Materials QSP and • Load balancing optimization with a list of useable work or machine centers
Rectification materials) • Configurable visual markers
• ISH (Instructions, stock and handling) technical data sheet • Views including
• Weighing and weighing reconciliation ◦◦ Resource, Production Order & Custom Gantt charts
• Container management ◦◦ Load chart & Resource Sequence list
• Weighing status • Key performance indicators and analysis of advances/delays
• Interface with weigh scales. 3.13 Shop Floor Tracking
3.11 Planning • Collection of labor time
• Projected consumption management, • Direct labor (setup and run)
• Master production schedule (multi-site, use of macro bills of materials (Planning BOMs), • Indirect labor (breaks and indirect time)
macro routing sheets, operational plans,
. budget, simulation) • Actual and elapsed time
• MRP calculation: • Multi-tasking (synchronized or unsynchronized)
◦◦ Multi-site • Automatic breaks
Manufacturing
• Time and attendance (Clock in/out)

• Indirect Time Entry (Clock in/out)
• Break Time Entry (Clock in/out)
• Team Entry
• Shop Floor Tracking Workbench
3.14 Automated data collection (ADC) with handhelds
• Material consumption
• Production declaration
• Production time monitoring
• Shop floor tracking
3.15 Application extensions
• PLM Connector (Product Life Cycle Management)
• APS Connector (Advanced Planning & Scheduling)
• MES Connector (Manufacturing Execution System)
• PM Connector (Plan Maintenance)
.
Project
Management
Project Management
4.1 Project planning 4.4 Time management

• Integrate into all X3 processes, Project link with quote, purchasing, sales, work order and • Employee assignments (to assign employees to an operation)
MRP • Time entries to enter the time spent on a project at the operation, task and budget level
• Project Work and Product Breakdown Structure (PBS and WBS) Multi-level description • Time entry control
of the tasks, preparing the operational and manufacturing process 4.5 Revenue recognition
• Task dependencies / Task operation dependencies • Revenue recognition rule attached to the project:
• Task progress estimation ◦ Free percentage of completion (entered)
• Advanced project duplication function ◦ Cost-based percentage of completion (Calculated)
4.2 Project tracking • Traceability and justification of the calculation:
• Project Snapshot ◦ Actuals are extracted from the G/L, Free definition of actuals based on the chart of
• Global Project overview task and budget accounts
4.3 Financial follow up ◦ Forecasts are extracted from the last financial snapshot.
• Project Cost Breakdown Structure (CBS) Multi-level description of budgets, allowing the ◦ Periodic Revenue recognition process:
project cost follow-up ◦ Calculation of a proposal,
• Multi-project consolidation ◦ Ability to adjust the result by authorized users.
• Financial follow-up function. to monitor the budget and expenses of projects ◦ Validation and automatic posting
• Financial snapshot and comparison
• Stock allocations on project tasks
• Expenses link with project
• Saleable .
• Sold product
• Schedule invoice
Reporting and
business analytics
Reporting and business analytics
5.1 Decision aid tools • Advanced BI powered by Business Objects is designed for customers with very large data
Sage X3 provides a large set of features enabling users to analyze data in a self-service volumes or specialized reporting needs
manner and to take the right decisions. Realtime analytics, alerts, and notifications empower 5.1.2 Financial Reporting
each role in your organization to respond quickly to changing business conditions. Please check availability in your region.
5.1.1 Reporting and Analytics Overview
• User-defined dashboards based on trigger events • Ability to design, distribute, and consume reports through a common Microsoft Excel
• Configurable inquiries on any data table, with automatic or manual joins, sorting and interface, with the sweet spot being on financial reporting
selection • Report on data from most external systems (ODBC-compliant databases)
• Inquiries to search and filter predefined data collections using a variety of prebuilt • Versions available for on-premise and online customers
parameters Scope
• Requesters define a data view by selecting from the available fields • Strong financial reporting options
• in one or more database tables • 100% Excel experience
• Audit trail from cumulative total to detail • Multi-data sources (all ODBC compliant databases)
• Library of over 400 reports supplied as standard, including legal reports • Real-time financial data after running reports
• Automatic printout triggering and generation of Word, Excel, text, Main functions
• HTML, or PDF files . • Strong financial reports (Layouts include Income Statement, Balance Sheet, Cash Flow, Trial
For companies that want to go further, Sage X3 is able to connect with any Business Balance)
Intelligence technology. Visit the Sage X3 Complementary Solutions (https://www.sage.com/ • Two options for creating, customising and designing your financial reports
en-gb/sage-business-cloud/X3/complementary-solutions/) catalog to learn about: • Financial reporting consolidations
• Sage Data & Analytics provides users. with a hub for managing all data from multiple • Secondary functions
sources, and built-in data models for reporting • Dashboards, and Operational reports
• Sage Intelligence to help business users reduce time spent on analysis and reporting • Library of additional financial & operational reports available through Sage Intelligence
Report Utility
Reporting and business analytics
Analytical functionality
• Quick visibility into formulas and tree structure
• Create dashboards of your KPIs with Excel charts and graphs
• Drill-down to GL account balances and GL transactions
• Fast processing and quick dynamic updates to data
• Account roll-ups
• Multi-currency support
• Supports powerful dimensional filtering
• Queries and formulas
• Usability
• Intuitive on premise and cloud user interface
• Self-service analysis
• Self-service design of new financial reports
• Distribution and Scheduling
• Variety on helpful resources to get you started
• Ready to use reports .
• Analytical Income Statement layouts
• Analytical Trial Balance
• Financial Balance Sheet
• Financial Income Statement layouts .
• Financial Trail Balance
User
Workspace
User Workspace
6.1 Homepages ◦◦ Notes
• Users access though landing pages ◦◦ Documents (PowerPoint, Word, PDF, etc.)
• Landing pages are designed to give the user an overview of the data and access to 6.1.1 On-line help center
visual process maps. • Interactive in HTML, customizable
• Access to functions and data available is based on security rules in place for the role • Functional documentation (by function and in field)
and user. • Technical documentation (Data model, dictionary, entry points, detailed description of
• Role-based landing pages can be personalized to suit the unique needs of the individual standard configurations supplied)
user by the user or by the administrator • Access to tutorials and videos
• Add and remove data to suit user needs • Documentation published to a semi-public server
• Change data within the page for quick access to most relevant data • Up-to-date documentation without user installation or maintenance required
• Navigation with always-on breadcrumb trail and keyboard shortcuts. • No sign in
• Bookmarks in menu or as a collapsible bar 6.2 Decision aid tools

• Navigation through site map with a left panel to navigate per module, collapsible 6.2.1 Decision aid tools
sections, and search feature • Statistics based on trigger events defined as a batch or in real time:
• The function breadcrumb and a search for function, available from any page ◦◦ multi-level analysis by up to 8 criteria
• . data in portal
Inclusion of internal dynamic ◦◦ configurable interval (day, week, fortnight, month, etc.)
◦◦ Query results in table or graph format ◦◦ comparison of values and quantities over several periods, rankings and classifications
◦◦ Statistics results in table or graph format ◦◦ graphical presentation and publication via portal
◦◦ Calendars ◦◦ complete audit trail from cumulative total to detail
◦◦ Table of Contents favourites management

. • Standard integration of advanced Business Intelligence solutions
◦◦ Inclusion of external dynamic data in portal • Transfer to Excel simply by clicking on any query screen
◦◦ External URLs • Advanced marketing targeting:
User Workspace
◦ physical counts, extractions, merge data from the database 6.2.4 Search
◦ direct mail generation or export of results to Excel • Allows users to easily find data or functions by searching a keyword for the data that is
• Link explorer: included on the pages or select only a subset of the data searchable. (Excludes content of
◦ manual or automatic hyperlink creation with configurable semantics between attached documents)
information • Based on Elastic Search™
◦ links can be defined by user group, viewed as a tree structure for navigation by 6.2.5 Online document storage
clicking. For example, a link can be established between product and customer, • Document saving (Microsoft Office, Adobe PDF, and more)
with the semantic “customer particularly satisfied with product” • Document sharing with defined teams or tagged for later access
6.2.2 Inquiries 6.3 Mobility Framework
• Configurable inquiries: • Optimize mobile presentation
◦ in presentation (list and order of columns) • Customize web app with WYSIWYG mode
◦ in data selection (memos defined by users and/or jointly) • Personalize the layout
◦ audit trail can be followed at all levels • Application manager: installation and setup applications
• Integrated requester used to create inquiry screens on any table in the database, with • Offline mode: allows users to create the expenses notes in “draft mode”. By returning to
automatic or manual joins, sorting and selection, zoom, etc. Online mode users will be able to synchronize drafts with Sage X3
6.2.3 Printouts . • Application update: At any time, users can reinstall applications. This action guarantees that
• Based on Crystal Reports™: application is always up to date with the latest updates.
◦ Library of over 400 reports supplied as standard, incorporating specific legal 6.3.1 Microsoft® Office integration
reports for the legislations supported • This feature is only available for Windows Client environment with local Office installation.
◦ automatic printout triggering, with
. configuration depending on context, real-time • Integration with Word, Excel, and PowerPoint
or deferred, with screen display (Web and client-server), on file, on printer • Plug-ins included to create a tab within your programs for simplified integration.
◦ generation of Word, Excel, text, HTML, PDF files • The plugin accesses Sage X3 as a client while applying access and user rights.
User Workspace
• Meta data is available to define the data to read and to set up filters. • Process editor
• Document storage allows users to save their Word, Excel, and PowerPoint documents to ◦ Customizable fund management
Sage X3 ◦ Ready-to-use graphical element libraries
• Integration examples ◦ Visual configuration (text font, color, frames, etc.)
• Word: insert data into documents, create documents from your data, and mail merge ◦ Link to functions, URLs or published documents, for example company procedure
using templates documentation
• Excel: export data and create direct links between your data and workbook; data can ◦ Configurable Process Table of Contents
selectively be refreshed ◦ Easily add pages to Favorites bar with one click for easy navigation to often used
• PowerPoint: data integration, including import data and charts directly into PowerPoint; screens
the integration allows you to refresh the data with the click of a button ◦ Easily map addresses with Google Maps to simplify navigation to customer sites or for
6.3.2 Interactive graphical processes routing of multiple sites
• HTML 5 compliant web interface for use with multiple browsers 6.4 Workflow engine
• Web browser functions, like back button or F5 to refresh the page, remain in place for • Configurable triggering, on any management event:
intuitive user experience ◦ message sending by any MAPI-compatible messaging system (Outlook™, Lotus
• Use Notes™, etc.), SMTP/POP3 and ccMail
◦ Processes organized .by role with which user groups are associated, enabling ◦ execution of actions
graphical, interactive, customized transaction representation. For example, ◦ Configuration
a common portal can be created for buyers, different portals for each sales ◦ of the function triggering the transaction, and the operations involved (creation,
representative, a portal for financial controllers, etc. modification, deletion, printing, validation, predefined action).
◦ Table of Contents-based structure
. ◦ of additional conditions (modified fields, selection from record content, launch
◦ Integrated into the landing pages parameters for printouts or tasks, etc.)
◦ Tab definition by authorized user, by drag & drop from existing process list ◦ of the recipient list depending on the context (internal users, third parties identified by
User Workspace
code and function within the company) at the bottom of a mobile page)
◦◦ of message text and any attachments • Landing pages can be personalized by:
◦◦ of reply conditions (contextual link to a function and data linked to the original ◦◦ Adding widgets
context, insertion of links to trigger actions by clicking in the message, etc.) ◦◦ Organizing them by drag and drop
◦◦ of storage of information linked to the context in a log table • Personalize icon displays a tool bar for users to modify the page design from the following
6.5 Customizing the interface options:
• Generators are used to define the following by simple configuration: ◦◦ Select an element, make it visible or invisible on desktop and/or mobile.
◦◦ inquiry screens ◦◦ Organize sections and blocks in columns or staked mode, add line breaks in the field
◦◦ movement entry screens (presence of fields, number of tabs, default rules) organization
◦◦ use of customized business vocabulary ◦◦ Preview changes and see how they will look with the page’s left and right panels
◦◦ user styles (for highlighting by color, font, background color, screen fields • Ability to save several personalized layouts for a single page, that can be shared or assigned
depending on context) to a single user
◦◦ other interface elements (properties of each record, left-hand browse list, etc.)
◦◦ Interactive graphical processes
◦◦ Vocabulary customizing function
◦◦ Personalize mode allows
. users to configure a page in responsive design to:
◦◦ Organize blocks and sections in staked or in column mode
◦◦ Hide elements on mobile and/or desktop type devices, or make elements a
collapsible block
◦◦ Based on this information, the .layout adapts automatically to the size o f the
screen and the size of labels (that depends on the language)
◦◦ The action panels are also adapted to the device (on the right of a desktop page,
Mobile
Web Apps
Mobile Web Apps
Sage X3 is designed to be accessed by web browser, including smartphones, tablets, and • Allocated payment and unallocated payments
desktop computers alike. Responsive design makes it possible to design online pages • Allows to block or unblock each document
suitable for mobile, tablet and desktop pages. • Allows to block or unblock a customer
For increased usability on devices with smaller screen sizes, like smartphones, special web 7.1.2 Sales - My Actions
applications have been created for increased usability. • Allows approving or reject quotes, orders, and open orders
The Mobile Web Applications are designed for use on smartphones like iPhone and Android • Each document type based on its status: Signed or to sign
devices. 7.1.3 Sales Price Inquiry
• Sales price for a product, on a site, for a dedicated customer and the requested quantity
7.1 Sales • Displays the price details: the gross price, discounts, and charges are used to calculate the
7.1.1 Sales – My Customers net price by unit
• Displays a list of key customer information such as: 7.2 Purchase
◦ Customer notes 7.2.1 Purchase – My Actions
◦ Contacts and addresses • Allows approving or reject requests, orders and open orders
◦ Credit limit • Each document type based on its status: signed or to sign
◦ Orders with advance payments not received on time Purchase Price Inquiry
◦ Orders exceeding the. credit limit of the customer • Purchase prices for a product, on a site, for a dedicated supplier, and the requested quantity
◦ Blocked orders • Display the price details: gross price, discounts, and charges are used to calculate the net
◦ Active quotes and quotes to remind price by unit
• Order book, pending and late orders Available Stock
• Deliveries to validate and to bill . • Available stock for a product, on a site, for a dedicated date
• Return with or without credit memo expected • Available stock consolidated in days, weeks or month
• Invoices validated and non-validated • Available Stock by date: available for sales, including future needs and resources
Mobile Web Apps
7.4 My Expenses
• Entry of expense notes, attachment of electronic documents
• View approved and unapproved status of the expenses
7.5 Fixed Assets
• Access, track and manage physical assets
• Supplier reminder by undelivered orders on outstanding products
Administration
and Support
Administration and Support
8.1 General Configuration ◦ multi-collective
• Folder concept 8.3 GDPR tooling

◦ used to define data structures and management rules common to a set of • Helps a company to meet GDPR compliance with a visual process that:
companies ◦ Provides access to the Data Administrator homepage
◦ with folder types (operating, test, development) and inheritance rules that can be ◦ Provides access to the functions relate to GDPR compliance
defined between folders ◦ Provides the identity of the Data Protection Officer from the Contacts tab in the
• Management rule definition company settings
◦ by folder, company, site, user ◦ Generates a list of companies in and outside of European Union and identifies the
◦ with rule inheritance associated Data Protection Officer
8.2 Structure ◦ Generates a list of the data types related to personal information
• Sage X3 is: ◦ Exports all fields associated with an individual
◦ multi-company and multi-site ◦ Provides tools enabling a search on personal data
◦ multi-lingual ◦ Provides access to personal data records (Users, Business partners etc)
◦ multi-currency ◦ Provides templates for the export of personal data records
◦ multi-ledger ◦ Extracts all phones numbers and emails when required to address a situation where
◦ multi-legislation . data has been breached
• It manages the following types of business partners: 8.4 User and security management
◦ multi-type (customer, supplier, carrier, representative, sold-to-party, service • Administrators can access a landing page that allows management of multiple functions
provider, etc.) from a single page. This includes assigning users to roles, groups, and collaborative teams
◦ multi-address . • User definition
◦ multi-contact ◦ Administrator and sub-administrator definition by function
◦ multiple bank details ◦ User and messaging address hierarchies for workflow
◦◦ Set of definable settings by user ◦◦ user monitoring and configurable trace of operations performed by user
• Access control ◦◦ time-stamped trace of modifications
◦◦ on functions, transactions, fields ◦◦ definition of user and messaging address hierarchies
◦◦ view, modify and execute access ◦◦ Database-level traceability (triggers) with configurable storage of values before and
• Information restricted depending on user after modification
◦◦ by group of companies, company, group of sites, site • Security configuration
◦◦ by group of logical data (access codes to accounts, budgets, third parties, ◦◦ Platform components are connected through certificates
technical data, etc.) ◦◦ Configurable http security policy with white list definition, allowed domain list, allowed
◦◦ by configurable user role (for example customer, supplier, sales representative, encryption algorithms
payer, etc.); external third parties can be given access just to the information ◦◦ Configuration of http security header options
relating to them. 8.5 Deferred tasks
• Traceability and security • Deferred query server for automated launching of functions, in particular:
◦◦ Single login allows users to connect to multiple folders across legislations or ◦◦ data integration/extraction
folders for easy user management ◦◦ deferred printouts
◦◦ Ability to manage a second level of signature to sign modifications on critical ◦◦ operation such as account closure, matching, MRP calculation, reordering, etc.
fields . • Subscription definition on a monthly, weekly or daily frequency basis, with operating
◦◦ Compliant with corporate security tools: LDAP, OAuth2 (google account, calendar management
Microsoft live), SAML2 and Sage Id (Single password) • Deferred task launch and satisfactory completion control
◦◦ Option ‘Remember me’ (4 weeks) brings the same comfort to users than a strict ◦◦ monitoring screen
SSO . ◦◦ task launch deadline
◦◦ Management of numbers of simultaneous connections by account and user ◦◦ automatic interruption of tasks that take too long
group ◦◦ completed operations tracing
◦ task chaining partners rules

◦ task launch and control by depositing of files • Generation of XML files including attachments and signatures
8.6 Operational management 8.8.2 Import/export templates
• Save functions • Import and export data in different formats:
• Alert configuration (log files) ◦ variable length with separators (spreadsheets, for example),
• Monitor ◦ fixed length
◦ batch tasks in progress • XML
◦ connected users • Code conversion tables
• Purging and archiving • With over 100 standard templates provided:
◦ Definition of information retention time before archiving and before purging in ◦ basic records (third parties, customers, suppliers, products, bills of materials, etc.)
number of days or years ◦ movements (orders, invoices, delivery notes, stock movements, budgets, entries,
◦ On-line viewing of archived data with the same reporting tools as for current data commitments, accounting data for consolidation, stock reports, stock movements,
• Launch product updates with one click, patch from a .zip file prices, etc.)
8.7 Accounting engine • Definition of sequenced imports/exports:
• Any management document (invoices, stock movements, payments, WIP, etc.) can • interfaces with remote databases (multi-site architecture, systems integration)
generate entries in a configurable
. manner. These entries can be exported to external
software or be integrated directly into accounting. Option of multiple posting (for
example into company accounts and IAS accounts).
8.8 Connectivity between applications
8.8.1 Electronic Document Interchange
. (EDI)
• Perform secured data exchanges for sales and purchase events
• Handle universal EDI formats according to EDI partners, companies or business
Cloud
Connectivity
Cloud Connectivity
9.1 Cloud Capabilities • Optimize exchanges based on data volume through load balancing sessions
The following capabilities are available in the Sage single-tenant cloud platform. 9.1.1 Customization
• Complete the business logic possible through the integrated object 4GL with new Sage X3
API definition in accordance with web services standards (WSDL/SOAP), invocation of objects
external web services and external publication of web services. • Complete the Dictionary with new tables, screens, objects, data types, with marking of
• Performance optimized storage objects or object elements with dedicated activity codes to ensure durability
• Amazon Elastic Block Store (Amazon EBS) allows dynamic compute capability, high • Update and upgrade management with protection and retention of specific features
performance, secure (encrypted), highly available and low latency storage for application developed
and backups • Entry point access to new objects
• Secure access to the environment through the use of SSL/TLS certificates • Use of standard component libraries
• Disaster recovery offered through AWS, enabling rapid recovery of your IT infrastructure • Check customizations made within folder and validate compliance with the update best
and data. practices tool
• Automates upgrades and updates of hardware and infrastructure • All types of customization possible through the integrated object 4GL or via web services to
• AWS RDS offering elastic, highly scalable database management in the cloud Sage X3 objects or methods (in any language on the market)
• AWS Auto Scaling that offers on-demand environment scalability to manage demand • Dictionary customization (tables, screens, objects, data types) with marking of objects or
spikes . object elements with dedicated activity codes to ensure durability
• Web Services testing to analyze bottlenecks and volume • Entry point access to all standard objects
• Secure node.js platform for SOAP web services to improve cloud compliance, • Eclipse development environment
deploy web services easier and keep compatibility with previous web services and 9.2 Integration
subprograms . The following APIs (Application Programming Interfaces) are available in Beta, for both Sage
• Use APIs in interactive mode, to manage HTTP call to an external web server, Batch task single-tenant and multi-tenant cloud platforms.
creation, send rich mails and manage asynchronous calls 9.2.1 Data Integration API
Cloud Connectivity
REST based API enables Developers to automate existing X3 File Import / Export ◦ Contacts
infrastructure, by facilitating the secure transport of data files. ◦ Sales Reps
◦ Products – Categories and Sales
Providing a simple means of storing and sharing files to control the sequential exchange of ◦ Stock
data at defined intervals, the API is ideal for managing small batch import jobs and larger ◦ Sales Invoices
scale data ingestion operations. ◦ Sales Orders
• Importing Data to X3 ◦ Timesheet Entries (Project Management)
◦ API uploads data files to a secure endpoint ◦ Control Accounts
◦ Files are validated, virus checked and automatically downloaded to the X3 import • Mutations
folder ◦ Sales Order (Create)
• Exporting Data from X3
◦ Data is exported to files in the X3 export folder
◦ Sync process uploads exported files to a secure endpoint
◦ APIs list, download and delete exported files from the endpoint
9.2.2 GraphQL API
Provides Developers with a simple
. to use, secure and highly functional service to build real-
time responsive application integrations. Available operations include:
• Queries (Read)
◦ Companies
◦ Sites .
◦ Customers
◦ Addresses
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Platz 10
6039 Root D4
T +41 58 944 19 19
E-Mail: info@sageschweiz.ch
www.sage.com
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CONTENT GUIDE

14. Supply Chain Management 52. Mobile Web Apps

36. Manufacturing 55. Administration and Support

42. Project management 59. Cloud Connectivity

44. Reporting and business analytics

This document is for information purposes only and is intended solely to

• General ledger dedicated.

• Cost accounting user-designed settings or may include dedicated processes.

• Expenditures Models and ledgers

• Fixed Asset management dimensions

General context a model

multi-legislation by design. • specific to several entities

interface and descriptions. . • Multi-site, multi-company

• Multi-site: Ability to manage several structures

Dimensions • Status (temporary, definitive)

Closing ◦ Tax reporting management

• Consolidation or expand open items Payment process

2.1 Purchasing ◦ Commercial history inquiry

2.1.1. Purchasing data model ◦ Supplier prices inquiry

• Supplier • Supplier reminder by undelivered orders on outstanding products

• Supplier breakdown: ordered, invoicing, paid and group Product categories

• Management of discounts/bank charges category

payment modes • Association of configurable allocation rules

• Commercial and financial monitoring • Association of configurable valuation rules

• Minimum order value Products

• Supplier ranking • Version number (Major and minor version)

• Supplier work-in-progress control: • Commercial products, service provision or sub-contract provision

• Real-time work-in-progress. status • VAT and parafiscal tax management

• Inquiries with audit trail ranging from general to detailed: by supplier

◦ Financial risk analysis by site, company

◦ Multi-collective account inquiry ◦ Price catalogue inquiry

◦ Recent transactions inquiry ◦ Stock inquiry by site

◦◦ Product cost inquiry • Supplier catalogue import

• Receipt of inter-site shipments or inter-company shipments • Reincorporation of returned quantities on order

• Tax • Material reorder and deliveries

• Stock counts • Current stock

• Preparation area reorder Automated data collection (ADC) with handhelds

• Commercial products, service provision and after-sales • Configurable multi-criteria prices

2.3.6 Orders • Generate a sales order from a quote

• Run code management • Return management

• EU Intra-community VAT Call script

• Call script definition and retrieval • Customer installed base inquiry

• Direct de-scheduling of conflicting participants • Associated custom order management

• Physical location management • Warranty coupon management

• Modification history • Commercial employee time management

• Service request tracking

3.1 Data Model ◦ machine, labor, sub-contract center

3.1.1 Manufacturing management ◦ multi-work center

• Association of categories and product families, etc. ◦ calendar exception management

• Allocation of reorder policies, seasonality ◦ multi-routing sheet

• Data used for management control ◦ current operations

• Multi-production unit ◦ parent routing sheets

• Association of attachments ◦ standard operations library

3.1.2 Bill of materials management ◦ change of units

• Multi-bill of materials (Commercial, Production, Sub-contracting, etc.) ◦ operation sub-contracting

• Current bills of material ◦ inter-operation scheduling principles

• Formula % bills of material ◦ plan association

• Mass maintenance ◦ mass maintenance of technical data

• Calendar and timetable management. 3.2 Production launch

• Work center management: • Multi-level work order launch

• Work order feasibility test (trial kit) • Material output

3.5 Reorders • Link Non-conformance on document header or line

• Reorder when reorder point reached • Root causes analysis