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September

2010

V6.1

Training Course
Course CB101: Introduction to Sage ERP X3

Course Map
Sage ERP X3 Fundamentals

Sage ERP X3 Advanced

CB
CB
101
CB 101
101
Introduction
Introduction
Introduction

You
Are
Here

(1
(0,5
(1 day)
day)
day)
(0,5
day)

CB 102
Functional
Functional
Overview
(2,5
(2,5 days)
days)

FIN
FIN 201
201
Finance
(4
(4 days)
days)

CB 203
Common
Common Tools
Tools
(3 days)

OPE
OPE 201
201
Distribution
(3
(3 days)
days)

OPE 202
Inventory
Inventory
(2 days)

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OPE
OPE 203
203
Manufacturing
Manufacturing
(3 days)

Introduction to Sage ERP X3 v6.1

Sage ERP X3 Expert

Distribution
Contracts (Purchasing and Sales)
Loan Orders
Packaging & Shipment Preparation
Purchasing Signature Management
Sales and Purchasing Prepayments
Sales Reps and Commissioning
Sourcing: RFQs, Responses
Carrier Management
Inter-Site and Intercompany Transactions
Invoice Elements (Purchasing & Sales)
Kits, Options & Variants
Price List Management (Advanced)

Distribution and Inventory

Manufacturing
Advanced Global Manufacturing

Finance

Finance
Bank Communication & Reconciliation
Budget Control/ Analytical Budget
Financial Data Extraction
Statements & Reminders
Automatic Journals & Dimension Defaults
Service Fee Appointment
Advanced Payment Transactions
Month and Year End Processes

Fixed Assets (Additional Features)

Inventory
Allocation Rules (Advanced)
Stock Counts
Serial Number Management
Dynamic Location Mgt & Replenishment
Internal Movements & Put away Plan
Valuation Methods and Price Adjustments
and cost calculations
MRP, MPS and Statistical Reordering
Quality Control & Sampling

Analytical Allocations

Purchasing Subcontracts
Pre-Allocations (Pegging Function)
Radio Terminals
Manufacturing
Production Costing and WIP Posting
Manufacturing Subcontracts
Configurator
Weighing
Optimisation ILOG

Fixed Assets

Multi-Legislation Set Up
Operating Budgets
Retention
Accruals (KIK)
Stock Interface
Pre-Consolidation

Factoring

Course
Map
CRM

Marketing Activity

CRM Activity and Customer Support

Introduction

Objectives
At the end of this training session you will have acquired
reasonable knowledge of the position and use of an ERP
system in the enterprise and how the key actors typically use
the system.
You will know what the main characteristics of the SAFE X3
platform are, and how you can use them to leverage the
system.
You will be capable of connecting to Sage ERP X3, of
navigating through the software using all possible devices at
hand.
You will be able to create, modify and view basic data in the
software.

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Introduction to Sage ERP X3 v6.1

Enterprise Resource Planning


What is ERP?
An Example of Enterprise Key Users: Sales
An Example of ERP Process: The Sales Process
A More Integrated Process: A Manufacturing Company

The SAFE X3 Platform


A Common Platform for a Wide Functional Coverage
The SAFE X3 Platform Supports Several Products
Scalability and Flexibility
The Development Platform
Connecting with the Outside World

Connecting to X3
The Windows Client
Connecting through the Web

Application Architecture
Environments and Folders
Languages and Users
Companies and Sites
Functions and Modules

X3 Interface and Navigation


The Portal
Graphical Processes
The Object Model
User Preferences

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Introduction to Sage ERP X3 v6.1

Contents

Enterprise Resource Planning


(ERP)

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Introduction to Sage ERP X3 v6.1

Enterprise Resource Planning

What is an ERP System?

ERP

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Introduction to Sage ERP X3 v6.1

Enterprise Resource Planning

From MRP to MRP2 then to ERP

ERP

Inventory
Management
Setting targets
Reporting balances

1960s

Material
Requirements
Planning

Manufacturing
Resource
Planning

Enterprise
Resource
Planning

Raw material
requirements

Raw material
requirements
Operations Planning and
scheduling
Resources

Distribution
Inventory
Finance
Marketing

1970s
MRP

1980s
MRPII

Which product?

Enough capacity?

When?

Which lead time?

How many?

Which priority?
Which price?

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Introduction to Sage ERP X3 v6.1

1990s
ERP

Enterprise Resource Planning

From Software to Solutions to Services

Software
Provides access to
common functions
via a desktop
client
Provides more or
less flexibility

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Business
Solution
Addresses
enterprise
requirements
(Customized)

Introduction to Sage ERP X3 v6.1

Services
Provides a pool of
services people,
businesses or
other applications
choose from

Enterprise Resource Planning

The Future: Towards User-Centric,


Service-Orientated Solutions

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Introduction to Sage ERP X3 v6.1

Enterprise Resource Planning

An Example of Enterprise
Key Users: Sales
Sales Force

Sales Administrators

Manage prospects
Reference customers
Manage price lists
Set up quotes / proposals
Set up contracts

Price Lists

Prospects
Contracts

Manage customer database


Manage products database
Enter and track sales orders
Issue pro-forma invoices
Issue sales invoices

SOs

Customers

Invoices

Quotes
Products

Del. Requests

Stock Allocations

Stock Managers

Prepare orders
Process shipments

Track loans
Track customer returns

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Reminders

Shipments

Open Items

Returns

Payments

Packaging
Journals

Introduction to Sage ERP X3 v6.1

Accounts Receivable
Accountants

Post invoices into accounting


Record credit notes / memos
Record customer payments
Customer reminders

Enterprise Resource Planning

An Example of ERP Process:


The Sales Process
Customer
Prospect

Price Lists

Quote

Open Items
Packaging

Sales Order

Journals

Shipment

Stock Allocations

Salesperson

Sales Admin

Invoice

Customer
Return

Stock Manager

Credit Note

Stock Manager

Sales Admin

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Introduction to Sage ERP X3 v6.1

Payment

Accountant

The SAFE X3 Platform


Sage
Application
Framework for the
Enterprise

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Introduction to Sage ERP X3 v6.1

The SAFE X3 Platform

SAFE X3 Application
Architecture

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Introduction to Sage ERP X3 v6.1

SAFE X3 SERVER

PRODUCTS SAFE X3 CLIENT

A Strategic Development
Platform
for Several Applications

The SAFE X3 Platform


Sage Application Framework
for the Enterprise

SAFE X3 Windows Client

Web Browser

NetVibes

Office Integration

User Portal

Visual Processes

SAGE ERP X3

Sage GEODE
Warehouse
Management
System

Sage FRP
Fixed Assets

Sage Human
Resources
Management

AddOns

Application Server

Other Components

Administration Tools

Web Application Server

Workflow Engine

Metadata

Report Server

Imports/Exports

IDE / Development 4GL

Batch Server

Requester

Statistics / Common Tools

Business Intelligence

Security and Access Rights

LDAP / Authentication

Java Bridge Server

Runtime
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Introduction to Sage ERP X3 v6.1

The SAFE X3 Platform

Scalability and Flexibility

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Introduction to Sage ERP X3 v6.1

The SAFE X3 Platform

Interoperability: X3 Open to the Outside


World

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Introduction to Sage ERP X3 v6.1

Connecting to Sage ERP X3

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Introduction to Sage ERP X3 v6.1

Connecting to Sage ERP X3

The Windows Client


SAFE X3 Client

X3 Users

IP Port
Folder
Server

Language

IP Port

Sage ERP X3 Application Server

X3

(Reference Folder)

Database

TEST

Test Folder

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PILOT

Pilot Folder

Introduction to Sage ERP X3 v6.1

LIVE

Live Folder

Connecting to Sage ERP X3

Connecting Through the


Web
Browser

X3 Users

SAFE X3 Web Server

URL

User

Language

IP Port

Sage ERP X3 Application Server

Database

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Introduction to Sage ERP X3 v6.1

Application Architecture

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Introduction to Sage ERP X3 v6.1

Application Architecture

Solutions and Folders


Sage ERP X3 Solution

X3

Database

(Reference Folder)

IP Port

Inheritance

Runtime

Creation

TEST

PILOT

Test Folder

LIVE

Pilot Folder

Live Folder

Copy Tools

Rules
Parameters
Dictionaries
Developments
Data

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Access rights, signatures, accounting


Company/Site structures, workflow, general parameters
Tables, Screens, Windows, Objects
Programs (Processes), specific screens and tables
Customers, Products, Sales Orders, Invoices, Journals

Introduction to Sage ERP X3 v6.1

Application Architecture

Companies and Sites


Sage ERP X3 Solution

X3

(Reference Folder)

TEST

Test Folder

PILOT

Pilot Folder

LIVE FOLDER
LIVE
Live Folder

Company 1

Financial Site

Warehouse

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Introduction to Sage ERP X3 v6.1

Factory

Company 2

Financial Site

Financial Site

Warehouse

Factory

Functions and Modules

Supervisor
Common Data

Inventory
Purchasing

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Sales

Manufacturin
g

General
Accounting
AP/AR

Introduction to Sage ERP X3 v6.1

Fixed Assets

Specif
cs

Developme
nts

X3 Interface & Navigation

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Introduction to Sage ERP X3 v6.1

Users in X3
Users are defined in X3 with a 5 characters code
Various data is provided
A log-in code
A menu profile
Access rights
Values of parameters set per user
Contact details
Print output destinations
Managers

Users can exist who do not connect to X3


For example, recipients of workflow e-mails, managers, etc.

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Functional Overview Sage ERP X3 v6.2

Connecting to X3
Start X3
Run Safe X3 Client v1

Select a folder
Application : v6 DEMOPRM (30060)

Select a language
Language : English American

Enter the user code


User : ADMIN
No password

Confirm
Click on button

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Functional Overview Sage ERP X3 v6.2

Navigation in X3
First X3 screen
Menu
Favorites
Add Content

Selecting an X3 Function
Function Screens
Left Lists/Quick Select
Buttons
Status Bar
Icons

The Tool bar and Top Menus and Their Capabilities


Accessing data within an X3 Function Screen
Drill Down
Grid Screens
Right Click
Form Mode
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Functional Overview Sage ERP X3 v6.2

Next step : Overview

We have now seen what is an ERP.


You can now log in and navigate in ERP X3.
We are now going to the next step : OVERVIEW COURSE.

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Introduction to Sage ERP X3 v6.1