Solution

Capabilities
Guide
Version 12
February 2022
Contents

Financial Management 4

Supply Chain Management 20

Manufacturing 49

Project Management 56

Reporting and business analytics 58

User Workspace 61

Administration and Support 66

Cloud Connectivity 70

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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 describe. 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.

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Financial Management
1.1 Budgets and Accounting
1.1.1 Functional domains • Multi-company: Ability to manage several companies in the
same database. It enables an organization to share the
• General ledger same repository while dedicating some data to one or
several site/companies.
• Account payable / Account receivable / Cash
• Multi-site: Ability to manage several structures within a
• Cash management company, due to business, organizational, or geographic
needs.
• Cost accounting
• Multi-currency: Ability to manage transaction currency. The
• Expenditures amounts in this transaction currency are translated into a
‘ledger’ currency.
• Budget and Commitments
• Multi-ledger: Ability to define several ledgers for one
• Financial reporting company. Ledgers can be shared or dedicated.

• Fixed Asset management • Multi-legislation: Ability to manage several companies

located in different countries. In this case, local rules are
1.1.2 Financial data model applied depending on the context. These rules can be
defined using user-designed settings or may include
General context dedicated processes.
• Sage X3 is multi-language, multi-company, multi- site, multi-
currency, multi ledger, and multi-legislation by design. • Close periods or journals once for multiple
companies/ledgers
• Multi-language: Ability to speak the language of users and
partners. It includes the user interface and descriptions. • Activate balance controls when closing one or a group of
periods

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Models and ledgers • Open all periods for all ledgers for selected companies in a
single action
• Each company is linked to an accounting model that defines
the ledgers used (up to 10).
Currencies
• A ledger is characterized by one currency, one calendar, • Unlimited number of currencies and exchange rates,
one chart of accounts and analytical dimensions manually entered or imported

• Up to 9 analytical dimensions may be defined for a ledger, • Unlimited number of rate types – daily, monthly, average,
up to 20 analytical dimensions for a model budget…

• The charts of accounts and dimensions can be shared or • Currencies may be linked to accounts and business partners

• specific to several entities • Transactions entered in foreign currency, converted into the
ledger currency
Companies and sites
• Automatic rounding
• Multi-site, multi-company
• Automatic exchange variances when matching
• Group of sites and companies may be defined for an
aggregate crossed view (by activity, function, geographical
• Asset / liability conversion at end of period/year; actual or
location), in inquiries or reports
simulated
• Each company is associated with one accounting model and
Calendars
one legislation
• A calendar per ledger; Up to 24 periods per calendar
• Automation of inter-site transactions
• Year-initial period for carry forward and year-end period for
• Automated inter-company transactions in purchases and closing adjustments
sales modules

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 • Monthly and annual closing process, with automatic • User definable management rules (class, matchable,
recognition of upstream transactions, accruals, and centralized, collective, dimension(s), tax management,
functional controls default sense, normal sense of balance, transactions for
debit/credit, intercompany partner etc.)
Journals
• Propagation rules between ledgers
• Unlimited number of journals

• Up to 9 dimensions (e.g. department, cost center, product

• Pre-defined types (sales, purchases, inventory,
line, etc.)
miscellaneous operations, carry-forward, closing), shared or
specific to a ledger
• Multi-level structures (pyramids), up to 99 levels, unlimited
number of pyramids
• Validity date-controlled

Business partner
• Close journals independent of period closure
• Unique business partner identification, additional information
• Site, company, group of sites allowed based on roles (customer, supplier, carrier, factor, sales
rep.)
• Frequent accounts, dis-allowed accounts
• Rules (payment terms, tax management) distributed per
Accounts company and per role
• Length of account fixed or variable, numeric or
• Miscellaneous business partner, such as bank or bank
alphanumeric, configurable
accounts
• Validity date-controlled
• Unlimited number of addresses (Ordering, delivery, billing,
payment, etc.)
• Restriction by site, company, group site
• Unlimited number of bank identification numbers per
• Financial and quantity elements recorded
address

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 • Linked business partner such as customer ship-to, bill-to, • Calculated by quantity or costs (Example: Distribution of
and pay- by as well as supplier buy-from, invoice-from, and marketing charges in proportion of sales of product lines)
pay-to, factor, group and risk
Intercompany partner and flow
• Risk management (commercial, financial), user definable
• Debit or credit default flow, according to the account
• controls on values outstanding
• Inter-company partner management
Dimensions
• Pre-consolidated balance sheet and ledger justifying
• Validity -controlled
• inter-company transactions and aggregating the accounts
• Site, company, group of sites allowed according to the rules for the consolidation chart of accounts

• Restricted combinations of accounts and dimensions, • Intercompany mapping at site level

restricted combinations of dimensions and dimensions
1.1.3 General Ledge Accounting
• Financial and quantity
General characteristics
• Multi-level structures (pyramids), up to 99 levels, unlimited • Status (temporary, definitive)
number of pyramids
• Simulated active or inactive
• Pre-defined distribution keys
• Model templates
• A post entry, distribution process that distributes charges
and products according to user definable and iterative rules. • User definable transactions, defined by/for the users,
automating default values and controls
• Quantity or financial (Example: Distribution of rent in
proportion to area (m2) occupied by cost centers) • Manual journal entries, batch entries

• User-defined templates automating recurring journal entries

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• Automatically reversing journals Matching is accompanied by the following automatic
functions:
• Automatic inter-site transactions and balancing of accounts
on linked accounts − Automatic generation of matching variance below a user
definable threshold
• Automatic inter-company transactions and balancing of
− Automatic generation of exchange variance for currency
accounts on linked accounts (Please check availability in
transactions
your region)
− Archiving of matching to restore the situation of
• Recurring journal entries (fixed, variable), with automatic matchable accounts to date
balance calculation • Multiple fiscal year reporting

• Automatic journal entries reversing at a user defined date Closing

• Automatic rounding rules in currency conversions • Automation of accruals: Invoices to be received, invoices to
be issued, etc.
• Currency conversions selectable among fixed rate, lower-
value, and higher value • User definable controls of closing reports: Completeness of
records, checking balances, etc.
• Run currency conversion calculations using a pivot currency
(Triangulation between currencies) • Fiscal year-end closing

• Electronic signature of journal entries (Detection of any • per site or per company
changes in critical information after validation, whatever they
have been made) • Automatic generation of adjustment journal entries account
to account (optional)
• Manual or automatic matching (by reference, description,
ledger amount, currency amount, by passing balance). • Automatic generation of the result and the carry-forward

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 • Generation of automatic journal entries from model − Tax declaration process activation per legislation
templates with amounts calculated by user definable
− Entry type grouping
formulas (e.g. quoted part’s account balance multiplied by a
coefficient) − Calculate and extract multiple VAT returns
− Declaration at site level
Declarations (Please check availability in your region)
− Deliver generic VAT return process
• Tax management
− Track deleted payments
− On debit, on payment
− VAT return adjustment posting
− Tax prorate management
− Suspension of tax − VAT formula management

− Services − VAT duplicating forms

− VAT return report
1.1.4 Accounts payable / receivable
− VAT box codes
Invoicing
− VAT return posting
• Invoice types (invoice, credit note, debit note, proforma)
− EU VAT
− VAT on pre-payment, on unpaid items • Unique numbering (supplier invoices)
− Para-fiscal taxes
• Legal information management
− Report for goods tax declaration per country/region
(EU Intrastats) • Automatic calculation of open items based on the payment
− Report for Country code of Origin and Customer VAT terms
fields (EU Intrastats)
• Automatic tax calculation (VAT, parafiscal)
− Report for services tax declaration (EU Intrastats)
− Tax reporting management • Withholding taxes calculation

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 • Allocation of charges to dimensions • Payable/receivable, factor, group and risk business partner
management, which may or may not be the same
• Automatic inter-site transaction management
• User definable rules for calculating business and financial
• Automatic inter-company transaction management risk

• Recurring invoice management with alerts, workflows and • User definable rules for calculating due amounts, workflow
traceability validation

• Electronic signature of AR invoices • Charges/discount management

• Create, post and pay prepayment invoices • Aged balance through inquiries with full upstream /
downstream traceability, or through reports
Open items management
• Collection of due amounts by reminder campaign
• Automate the calculation of open items for invoices, from the
management
shipment date and the payment term
• User defined reminder campaign management rules, by
• Payment schedule management (unlimited number of open
representative, risk, group business partner, statistical
items for one invoice)
family, etc.
• Definable transactions for changing open items, according
• Mark business partners as remindable / non remindable and
to user rights (Payment mode, due date, pay approval,
set minimum threshold, by currency
dispute, etc.)
• Global reminder, global per level, global per delay, detailed
• Consolidation or expand open items
per invoice
• Approval for payment, with definable workflows
• Letter, e-mail, telephone, fax, link to the customer service
management to create tasks automatically
Credit management

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 • Up to 9 levels of reminder, with definable text for each level − Transfer/debit automation by automatic proposals
submitted for validation
• Calculation of charges for delayed payments, calculation of
• Quick entry by picking open items
interest notes
• Automation of inter-site, inter-business partner, inter-
• Credit policy management and credit level messaging
collective transactions

• Bad Debt and AR write-offs

• Payment in foreign currency, Payment in a currency other
than the billing or bank currency. Automating cross-
− Define the type of bad debts to be managed (impairment,
currency journal entries
doubtful receivables, and write-offs) and the automatic
journals and analytical dimensions applied for journal
• Payment balance declaration to prepare periodic statistical
entries.
declarations on non-resident payments and
− Search for existing bad debts and filter by type, entity, receivables/liabilities
company and date.
• Automatic discount/charge and exchange variance
Payment process
management
• Definition of banks and cash, unlimited number
• Prepayments with tax management and reports
• Bank or cash entries
• Prepayments on order, with full/partial matching against the
• Automated payment processing, including international invoice
context:
• Automation of unpaid postings:
− User definable processes, defining steps and controls
− Automation of specific operations such as prepayments • bank charges management, charges
made/ received, compensation, payment variances, bank
charges • re-invoicing, transfer to doubtful

− Automatic user definable posting and matching • collective, tax adjustments

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 • Taking into account the local specific legal and fiscal rules • Bank statement entered or imported. Structure of the bank
for the country: Letter-check, draft, direct debit, domiciliation, statement file is user definable with a dedicated function. It
transfer to be made, deposit is also easy to include new formats.

• User definable function to describe bank formats, delivering • Automatic bank statement reconciliation (Statement vs
a library of ready to use formats ledger)

• Compliance with SEPA SCT and SDD for the Euro SEPA • Tools for manual reconciliation: sorting and searching by
payment transactions amount, type, description, date, reference (N° check, etc.)

• Mandate management for direct debits (SDD), including • Enter manual payment adjustments. to account for bank
managing mandates and integrating mandates into sales fees related to processing check payments.
and accounts receivable process
• Select reconciliation date when launching Bank
• Define XML bank files for direct debit or credit transfer when reconciliation reports
required by banks
Advanced Bank Statement
• Integration with Sage Pay to manage online, face-to-face,
• Import bank statement files. Structure of the bank statement
and phone payments (Available in the UKI only)
file is user definable with a dedicated function.

• Create multiple bank files from one remittance group

• Run a process to automatically match each bank operation
depending on selected splitting criteria
in the statement to open items or payments according to
user-defined search criteria
Bank reconciliation
• Reconciliation (Bank G/L entries mark) • Review the result of the automatic matching and process
additional manual matches/entries if necessary
• Bank statement reconciliation
• Generate payments after completion of the matching

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 • Post these payments using the standard payment functions • User definable caps on reimbursement, user defined
(Payment entry/Remittance generation)
• thresholds for reimbursement (e.g. km, etc.)
• Bridge with bank statement reconciliation
• Tax management
• Transfer reconciliation marks to bank journals
• Reports
• Secure and control users who have the ability to manage
bank account details for payments, or at the BP level. • User definable workflow for validation

• Automatic user definable posting

Factoring
• Control reporting
• Receipt generation and printing
Cash forecast and bank positions
• Receipt posting
• Translation of sales and purchase documents in future cash
issue/entry
• Magnetic file generation
• One-off and recurring additional events (payroll, taxes, etc.)
• Payment notification
with rules management
• Outsource payment collections from customers
• Analysis of the future cash position by aggregating issues or
entries with the current bank positions
Employee expenses
• Personal information entries Extension to expert modules
• Transfer to treasury cash flow forecasts, with user definable
• Decentralized expenses entries – access rights and
information
confidentiality
• Short term open items: payments processed
• User definable cost types (Travel, hotel, taxi, etc.)

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 • Medium term open items: Image of unbalanced open items • Automatic distribution of an annual budget per period, with
seasonally adjusted distribution rules
• Transfer of cash balance to accounting
• Automatic procedure for creating a budget version from
1.1.5 Budgets another version, or a budget by another. Definition of budget
formulas (deferral of the initial budget, actual, reassessment
Analytical budgets
by coefficients, etc.)
• Define unlimited number of budgets based on:
• For charges:
− Level: company or site
− Currency − Budget control from commitments, simultaneously on up
to 10 budgets
− Calendar, which can be different from the G/L calendar
(period, start and end). − User definable workflow validation of commitments, with
signature approval cycle depending on whether the
− Chart of budget accounts, which may be dedicated, or budget is exceeded or not
shared or derived (grouping) from G/L or analytical
ledger − Management of key responses and actions, if no
appropriate response, if the required response time is
− Up to 9 crossed dimensions that may be dedicated, or exceeded, escalation, etc.
shared or derived (grouping) from G/L or analytical
ledger • Standard inquiries comparing the budget, commitments and
actuals, with a configurable level of detail, audit trail
• For a budget, unlimited number of versions, with a status justifying accumulation by detail, financial data extraction
(development, active, closed) including budget records, implementation of business
intelligence standard universes
• Budgets transactions by direct entry or by updated records
for tracking the changes Operational budgets

• User definable transactions • Setting budget structures and roles (managers, recipients,
hierarchical structure of control, reporting and approval)

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 • Split budget by projects, envelopes, exercises, budget lines. • Commitment control, with user definable signature workflow,
Annual or multi-year envelops. Multi-year budgets are which may be different depending on whether the budget is
particularly usable for investment budgets. exceeded or not

• Configurable workflow for approving various budget levels • Carry-forward of commitments from one year to another

• Reserves management, outcome amounts • User definable reporting comparing budget, pre-
commitment, commitment and actual
• Expense control from commitments, electronic approval
1.2 Fixed assets
• Revisions, transfers between budgets
1.2.1 Fixed asset management framework
• Procedure for closing with user definable carry-forwards Fixed asset management in accordance with IAS/IFRS

• Off-budget lines management Depreciation context and plans

• Depreciation context based on Accounting data model to
Expenses commitments manage a Fixed assets data model in a currency, according
• User definable function – input or import to a financial year and interim period schedule

• Linked to the purchase transactions, optional generation of • Accounting and fiscal depreciation context linked to the
pre-commitments (from purchase requests), generation of Company accounting data model:
commitments (from purchase orders)
− Chart of accounts to determine economic depreciation
• On request/order date or receipt forecast date − fiscal plan to determine accelerated depreciation or claw
back
• With/without non-deductible tax
− fiscal plan to determine deferrable depreciation and
• Pre-commitments balance while ordering, commitment manage deferred depreciation
balance while receiving or invoicing • IAS/IFRS depreciation context linked to the IAS/IFRS
accounting repository (consolidated accounts)

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 • Ability to manage up to 15 depreciation plans per fixed asset Extended fixed asset record
• Dual valuation and dual account posting, according to the
• IFRS interest posting
Company accounting repository and according to the Group
accounting repository
Depreciation methods
• Large list of depreciation methods (Straight line, Declining, • Identification of Type of holding: “Owned”, “Leased”,
Residual, Gradual, Production Unit, Constant, Accelerated, “Rented”, “Franchised”, “Projected”
etc.)
• Business sector to manage VAT deduction rules
• Depreciation method management by non-financial unit,
• Visibility of the various depreciation plans on a configurable
• determined by the rate of fixed asset usage timescale: option of automatic depreciation plan calculation

• Option to configure other depreciation methods • Traceability of physical and analytical movements

• Depreciation basis and method specific to each plan • Traceability of renewals for “Franchised” assets

Association of values • Link to related physical element(s) for barcode registration

and control stock count purposes
• Consistency of depreciation methods via an identification
system depending on the value:
• Link to contract for “Leased” and “Rented” assets
− of the Fixed asset accounting code
• Link to production plan for assets depreciated by
− or the Fixed asset family
• Create a linked expense to a fixed asset that is not already • Non-financial unit
linked:
• Management of data relating to vehicles in order to produce
− Select standalone assets based on custom criteria a preparatory statement for declaration

− Add new expenses to the asset

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1.2.2 Fixed asset life cycle − Revaluation management, according to market value or
by application of a coefficient
• Traceability of Capitalized expenditure
• Splitting of fixed assets, for reallocation or partial issue
• Taken from records of purchase invoices and third-party
supplier invoices • Intra-group transfers: spinoff, merger and demerger
operations. Option of simulation before execution.
• Creation of Fixed assets from Capitalized expenditure
• Asset issue (sale, disposal, loss), with calculation of capital
• Splitting of Capitalized expenditure gain or loss

• Grouping of Capitalized expenditure − These actions can be carried out individually in a fixed
asset record, or applied in batch mode to a selection of
• Fixed asset breakdown management assets
− Ability to run closing process in simulation mode
• Discounting of depreciable costs and depreciation bases,
due to additional credit notes or invoices or due to • Run a simulation on actual or provisional asset disposals
adjustments of VAT deductions and track:

• Commissioning of fixed assets − Complementary tax depreciation amounts (provision and

reversal) when selecting the Accounts depreciation plan.
• Allocation of Fixed assets: geographical and analytical − Tax reinstatement depreciation amounts (provision and
reversal) when selecting the Finance depreciation plan.
• Creation and updating of depreciation plans
1.2.3 Interim statements and closing
− Change of method: duration, mode, prospective or • Interim statements according to the period breakdown of the
retroactive, in accordance with plan standards Accounting repository, for provisional or final posting of the
− Impairment management, for recording a loss in addition depreciation and movements for the period
to the loss recorded through depreciation
• Traceability and reporting of fixed asset and depreciation
transactions by account and by heading

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 • Journal of detailed account entries − Automatic comparison of stock count file and Physical
elements records in order to identify and correct
• Closure of fiscal year after application of annual VAT variances or suggest updates
deduction adjustments for partial taxpayers and registrants
1.2.5 Fixed asset financing
• Option of processing the first interim statements for the • For leased or rented equipment: management of the lease
following fiscal year before closure of the current fiscal year or rental contract:

• Ready-to-use reports to obtain your fixed asset position and − Identification and characteristics of the contract; payment
movements; BI universe with reports schedule
− Generation of account entries for the company accounts
1.2.4 Fixed asset stock count and consolidated accounts: reprocessing of the fee if the
• Records of registered physical elements asset is depreciated in the IAS/IFRS accounting data
model
• Physical element bearing the barcode registration, linked to − End of contract management: equipment returned to
the fixed asset: n physical elements per fixed asset lessor or purchase option exercised by acquisition of the
equipment
• Allocation and movement management at Physical element
level, with a validation phase to pass the movement on to − Production of financial commitment reports
the fixed asset: Change of location; Asset issue • Management of equipment subsidies:

• Manage control stock counts, to check the validity of fixed − Calculation of subsidies allocated to investment projects,
asset accounts posting to fixed assets, calculation and posting of the
reintegration.
− Collection of registrations with a Pocket PC (Windows
1.2.6 Franchised asset management
mobile) fitted with a barcode reader and Sage Inventory
Tools software to manage stock counts • For equipment made available to the company by a
franchisor, generally a local authority:

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• Management of franchise contracts and riders: extension of
the franchise with effect on fixed assets

• Calculation and posting of provisions for renewal

• Financial depreciation

• Renewal of franchised assets and traceability of renewals

• Customer invoice creation on sale of fixed asset

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Supply Chain Management
2.1 Purchasing − Real-time work-in-progress status
2.1.1 Purchasing data model − Configurable work-in-progress control (hold/release, etc.)
Supplier • Inquiries with audit trail ranging from general to detailed:
• Supplier breakdown: ordered, invoicing, paid and group
− Commercial risk analysis by site, company or folder
• Multi-address and multiple bank details − Financial risk analysis by site, company or folder
− Multi-collective account inquiry
• Management of contacts by address
− Recent transactions inquiry
• Management of discounts/bank charges − Commercial history inquiry

• Multi-type and multi-due date payment modes, with − Supplier prices inquiry
management of alternative payment modes • Supplier reminder by undelivered orders on outstanding
products
• Commercial and financial monitoring
Product categories
• Minimum order value
• Grouping of products with similar management rules
• Multi-line orders
• Rapid creation of a product inheriting the default
management rules and values for the category
• Supplier quality monitoring
• Association of management rules relating to inputs and
• Supplier ranking
issues
• Supplier work-in-progress control:
• Association of configurable allocation rules

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 • Association of configurable valuation rules Units
• Stock units
Products
• In stock or not, management of serial numbers, lot numbers • Packing units with fixed or variable conversion factors
and sub-lot numbers
• Commercial units (sales, purchases)
• Default supplier per product and per product/site
• Configurable unit conversion rules for taking from another
• Version number (Major and minor version) unit: unpacking, incomplete unit management, unit splitting

• Commercial products, service provision or sub-contract • Stock label management by packaging

provision
Prices & Discounts
• VAT and parafiscal tax management
• Configurable price structure by supplier

• Product reference, product description, units, minimum

• Configurable multi-criteria prices
purchase quantities customizable by supplier
• Price management by currency, coefficient, quantity or
• Identification of direct order suppliers by product
• configurable formula
• Inquiries with audit trail ranging from general to detailed
• Inter-company prices
− Price catalogue inquiry
− Stock inquiry by site • Prices applicable by date slots (promotions)
− Product cost inquiry
• Prices applicable by line and/or by document
− Competing product inquiry and association
− Product installed base inquiry • Discounts and costs by line and by order, as a value, as a
percentage, as a cumulative total, cascaded

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 • Simulation of price application • Inter-site deliveries

• Archive of prices and discounts applied • Inter-site receipts with inheritance of the stock
characteristics of the corresponding deliveries
• Supplier catalogue import
• Customer or inter-site returns with inheritance of the stock
• Advanced purchasing cost management can include supply characteristics of the corresponding supplier returns
chain costs in total purchase costs
• Immediate inter-site stock movements for sites
2.1.2 Inter-company/inter-site transactions geographically close to each other
Automated management of commercial transactions between sites
• Setup movement rules and processes to declare
belonging to the same company or between sites belonging to
subcontracting flows
different companies:
2.1.3 Commercial documents
• Inter-company pricing
• User-configurable entry transactions (quick entry)
• Retail sale orders generated automatically from purchase
orders • Configurable purchasing cycle:

• Contract orders generated automatically from purchase − RFQ (Request for Quotation)/Purchase request/Order
orders
− Purchase request/RFQ/Order
• Sub-contract orders − RFQ/Order
− Order/Invoice
• Inter-company invoicing with generation of purchase invoice
control on customer site − Order/Receipt/Invoice
− Order/Invoice/Receipt
• Management of logistical transactions between sites
− Direct invoice
belonging to the same company or between sites belonging
to different companies: • Automatic or manual numbering

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 • Unlimited links between documents • Cost-structure affected by product, product-supplier, or
product-supplier-site by site
• User definable printable text in document header, footer and
lines • Management of product costs on the shipment

• Custom order code identification by line 2.1.5 Request for Quotation/Call for tenders
• Request management (multi-product and multi-supplier)
2.1.4 Advanced Purchasing Costs Management
• APC (Advanced Purchasing Costs) enables users to foresee • Request printout by supplier
the purchase costs for international imports using
international standards (incoterm) or inland purchases • Taking purchase requests into account

• Estimate the purchase cost of a good, along with the logistic • Tender comparison
operations included in the supply chain
• Responses and reminders
• 2 methods of managing APC:
• Price line generation
− Landed cost coefficient
2.1.6 Expenditure authorization
− Cost Structure
• Real-time budget monitoring management
• Reconciliation between the Cost and the Additional Invoice
• Budget control (with warning or freezing) by value or
• On supplier order: purchase cost by line or total, detail by
quantity, with override limit by user
cost nature
• Configurable signature processes for purchase requests,
• Every step in the transportation of goods can be defined by
orders and contract orders with additional process in the
a cost with different cost calculation
event of budget overrun
• The cost structure is the list of costs for a transport,
• Main and deputy signatory management, switching
including all of the steps.

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 • Workflow engine incorporated into the process • Associated order inquiry

• Automatic generation of pre-commitment (purchase request) 2.1.8 Supplier orders

and commitment (order) entries
• Entry and printout of supplier purchase orders or contract
orders with delivery schedule
• Disengagement from the previous stage at every stage of
the transaction
• General or commercial purchase orders
• Automatic generation of entries and direct posting of
• Rider management
realized amounts on budget line (invoices receivable, credit
notes receivable, invoices, additional invoices and credit
• Pre-payment management
notes)
• Validation and signature process
• Audit trail from Purchase request, Order, Receipt and
Invoice to corresponding accounting document
• Reorder suggestions

2.1.7 Purchase requests

− Purchase requests and sub-contract orders taken into
• Purchase request entry and printout account
− Request for quotations taken into account
• Querying and justification of prices applied
• Automatic generation of direct orders from customer orders
• General or commercial purchase requests with traceability (direct order or order on receipt)

• Reorder suggestions taken into account • Manual or automatic purchase order balance

• Requests for Quotation taken into account • Back order management

• Manual or automatic purchase request balance • Querying and justification of prices applied

• Order generation depending on authorization • Order progress (traceability, receipt, invoices, etc.)

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 • Inquiries with audit trail: − Identify other products and suggestions for the supplier
− View trends to order based on history in product usage
− Receipt and invoice inquiry
− Container capacity freight costs estimating
− Consumed purchase request inquiry
− Container selection to identify weight and volume
2.1.9 Purchase workflow
capacity
• Purchase requests, orders, and open orders to sign
− Compare selected lines with available capacity
• Signed requests, orders, and open orders − Manually enter weight & volume fields when needed
• User Step Tracking (to specify customized tracking by
• Historical purchase open orders, and purchase documents setting a list of steps)
signed
2.1.11 Decision aid tools
• History of documents on which there is an approval or
rejection Buyer’s workbench
• Consumption of suggestions and purchase requests
• Cancellation of the signature action for a document.
• Direct orders
2.1.10 Logistics
• Optimize freight cost and quantity optimization according to • Supplier choice
container capacity
• Option to modify the usual direct order supplier
• Plan shipments based on product in a container and track
the movement of that container from supplier to delivery • Standard, inter-company or inter-site order generation
location
Overall schedule
• Supplier shipment coordination to reduce transportation • Multi-site analysis by product family or product
costs
• Critical orders highlighted

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 • Order grouping 2.1.13 Stock
• Traceability
• Generation of orders, delivery requests or purchase
requests
• Actual or projected stock inquiry with first availability date

Workbench
• Detailed stock inquiry
• Single-site, single-product analysis
• Inquiry by storage site or consolidated inquiry
• Order grouping
• Stock movement history inquiry
• Generation of orders, delivery requests or purchase
requests • Stock in transfer and transit inquiry (inter-site or inter-
company)
2.1.12 Stock valuation
2.1.14 MRP calculation
• Cost monitoring: global, detailed and at a specific date
• Point/periodic/inter-site reordering
• Standard cost, Revised standard cost, Average unit cost,
Average lot cost, FIFO, LIFO, last purchase price and • MRP calculation
simulated cost, standard price and simulated price
• Purchase recommendations for specific Project and tasks
• Distribution coefficient
• Calculation according to safety stock
• Valuation of sub-contracted work-in-progress
2.1.15 Receipts
• Adjustment of supplier invoice (value, quantity, exchange
• Direct receipt or receipt by order line picking
rate)
• Receipt of inter-site shipments or inter-company shipments
• Adjustment of additional invoice (carrier invoice)
• Receipt of sub-contracted services

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 • Detailed receipt or quick receipt on the dock with • Quality control procedures with analysis request
management of storage plans to supplement stock
information • Expiry date management

• Sub-contract stock issues • Upstream and downstream traceability management

• Location, supplier or internal batch and serial number 2.1.17 Returns

management
• Creation of returns by selecting receipt lines or direct entry
• Receipt position (invoices, returns)
• Reincorporation of returned quantities on order
• Stock label printing
• Generation of corresponding credit note

• Suspended movement and stock-out processing

2.1.18 Supplier invoices
2.1.16 Quality assurance • Configurable invoice types
• Batch and sub-batch number management
• Recording and checking
• Serial number management
• User authorization based on payment level authorization
• Use-by date management
• Invoice/Receiving slip/Order reconciliation

• Stock status management: accepted, rejected, inspected

• Credit note/Return/Invoice reconciliation
• Re-inspection date management
• Additional invoices and credit notes
• Stock sub-status management
• Breakdown of invoice footer elements by line
• Quality control record creation

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 • Value adjustment of stock movements according to invoice • EU Intra-community VAT
variances
• Parafiscal tax by value and as a percentage
• Additional invoice of shipment (to create invoices for
carriers, forwarders, other service partners directly for a • Formulae applicable to parafiscal taxes (threshold, quantity,
shipment) etc.)

• Define estimated date for service contract invoices 2.1.20 EU Exchange of goods declaration (EGD)
• Customs nomenclature incorporation and product record
2.1.19 Integration to accounts
association interface
• Invoices receivable
• Registered Export (REX) identifier
• Credit notes receivable
• Recording of data necessary for exchange of goods
• Supplier invoices declaration (rules, natures, delivery conditions, etc.)

• Pre-commitments and commitments with budget control • Extraction function for transactions subject to declaration,
with option to modify extracted information
• Pre-payment management
• Report for checking information subject to declaration
• Stock movement posting
• Management of specific local features of the EGD report
• Posting of sub-contracted work-in-progress (Portugal, UK, Italy, etc.)

• Analytical dimension type management 2.1.21 Sub-contract management

• Sub-contracted service or production (components or
• Tax
materials supplied and not supplied)
• VAT on debits and receipts
• Sub-contract bill of materials

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 • Sub-contract order • Association of configurable valuation rules

• Sub-contract lead time by supplier Product base

• Technical information
• Suggestion and generation of sub-contract orders following
net requirements calculation
• Management information

• Material reorder and deliveries

• Commercial information
• Allocations/De-allocations
Multi-unit
• Sub-contract order consumption monitoring • Stock units

• Projected sub-contract cost calculation and inquiry • Packing units with fixed or variable conversion factors

• Sub-contract cost price calculation and inquiry • Commercial units (sales, purchases)

2.2 Inventory Management • Configurable unit conversion rules for taking from another
unit: unpacking, incomplete unit management, unit splitting
2.2.1 Stock data model
Product categories • Stock label management by packaging
• Grouping of products with similar management rules
Multi-site and multi-company
• Rapid creation of a product inheriting the default • Inter-site and inter-company transfer order management
management rules and values for the category
• Inter-site reorder
• Association of management rules relating to inputs and
issues • Picking location and sub-contract location reorder

• Association of configurable allocation rules

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February 2022
Multi-warehouse • Available for standard Sage X3 Mobile Automation
transactions (distribution)
• Stock access control:
• Manufacturing flow support
• By user group and by transaction type

• Improved performance when creating a license plate

• Grouping of locations in warehouses
number on the fly on stock receipt flows
Multi-location
2.2.2 Quality Assurance
• Location structure definition
• Batch and sub-batch number management
• Fixed or random storage
• Use-by date management
• Location allocation policy
• Serial number management
• Location release policy
• Stock status management: accepted, rejected, inspected
• Third-party stock management
• Re-inspection date management
License Plate Number (LPN)
• Stock sub-status management
• LPN identification
• Quality control record creation
• Products assignments to LPN in stock entries
• Quality control
• LPN availability on every stock transactions
• Sampling management (ISO 2859)
• Split/Merge operations
• Expiry date management
• Stock issue of products in/on LPN
• Upstream and downstream traceability management

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2.2.3 Stock movements • Controlled stock
• Receipt, quick receipt on dock, storage plan
• Available stock
• Use Licence Plate Number (LPN) to move multiple
• Ordered stock
associated stock items
• Projected available stock
• Internal movements, grouping, ungrouping
• Missing stock
• Shipment preparation

• Transferred stock
• Delivery (Order, picking list)
• Stock in transit
• Load preparation (post-load preparation, manual load
preparation)
2.2.5 Stock inquiries
• Customer and supplier returns • Summary stock schedule by period

• Stock counts • Detailed stock schedule

• Allocation plan to work-in-progress • Inquiries with audit trail ranging from general to detailed:

• Grouping/Ungrouping − Stock by site

− Stock by batch
2.2.4 Cumulative stock totals
− Stock by serial number
• Physical stock
− Stock by location
• Allocated stock • Current stock

• Reserved stock • Available stock

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 • Projected stock − reorder points
− safety stock
• Stock past use-by date or inactive
− maximum stock
• Stock movements • MRP calculation

• Allocation details • Periodic reorder

• Expired stock • Reorder when reorder point reached

• Traceability inquiry upstream, downstream, by batch or by • Preparation area reorder

part
• Sage X3 Mobile Automation with handhelds (distribution)
• Stock by version number (Major version)
2.2.7 Stock valuation
2.2.6 Stock count management
• Standard price
• Stock count session management, incorporating stock count
lists • Revised standard price

• Comprehensive perpetual stock counts by location, by • Simulated price

product
• FIFO price
• Configurable stock count transactions
• LIFO price
• Reorder management
• Weighted average price
• Calculation:
• Last price
− economic order quantities

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February 2022
2.2.8 Analysis tools • Putaway
• Consumption analysis
• Stock changes
• Histories
• Location reordering
• Stock Valuation reports
• Stock by location
• Stock turnover, etc.
• Stock by product site
2.2.9 Integration to accounts
• Pick ticket
• Posting of stock movements with aggregation criteria
• Miscellaneous receipt
• Multi-dimension analytical incorporation
• Miscellaneous issue
2.2.10 Additional on-premises capabilities
The following additional capabilities and web-based functions are • Intersite transfer
available to customers opting for a private cloud deployment, either
on-premises or partner-hosted. • Subcontracting transfer

Sage X3 Mobile Automation with handheld devices • Stock count including counts for products managed by
(Distribution) global serial number

Secure shop floor execution and automation of processes including: • Stock change by LPN

• Purchase receipts • Group LPN

• View purchase order to receive • View stock by LPN

• View purchase order • Product descriptions

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2.3 Sales Management − Real-time customer credit situation
2.3.1 Customers − Configurable credit control (Company, Folder, hold, etc.)
• Customer breakdown: ordered, delivered, invoiced, group, • Customer inquiry with audit trail ranging from general to
payer, risk and factor detailed:

• Multi-address, multiple delivery points, multiple bank details − Commercial risk analysis by site, company or folder
− Financial risk by site, company or folder
• Management of contacts by address
− Aged trial balance inquiry
• Management of discounts/bank charges − Account inquiry

• Multi-type and multi-due date payment modes, with − Recent transactions inquiry
management of alternative payment modes − Commercial history inquiry
− Customer prices inquiry
• Reminder management:
− Customer installed base inquiry
− Multi-level reminders
2.3.2 Sales representatives
− On minimum threshold
• Allocation of sales representative’s commission by multi-
− Individual or mass customer hold/release on multiple criteria configuration
criteria
• Multiple sales representatives per order with automatic
• Factoring
allocation
• Commercial and financial monitoring
• Management of targets by sales representative
• Minimum order value
• Allocation of sales representatives by market sector
• Customer credit control:

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 • Planning or recording of commercial actions (appointments, • Association of management rules relating to inputs and
calls, tasks, etc.) issues

• Printing of commission allocation notes • Association of configurable allocation rules

2.3.3 Prospects • Association of configurable valuation rules

• Prospect management and follow-up
2.3.6 Products
• Sales contact follow-up • In stock or not, management of serial numbers, lot numbers
and sub-lot numbers
• Allocation to a market sector
• Version number (major and minor version)
• Conversion to customer
• Commercial products, service provision and after-sales
2.3.4 Carriers
• Commercial bill of materials or kit type products with option
• Carrier management
and variant
• Pricing by weight and volume, by time slot and by region
• Alternative and/or replacement product
• Invoicing by threshold
• Associated packaging (load preparation)
• Simulation tools
• VAT and parafiscal tax management
2.3.5 Product categories
• Commercial information (base price, theoretical price, floor
• Grouping of products with similar management rules price, minimum margin, etc.) with entry control

• Rapid creation of a product inheriting the default • Loan, direct order authorization
management rules and values for the category
• Audit trail inquiries ranging from general to detailed:

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February 2022
 − Price catalogue inquiry • Set sale price as a coefficient of purchase price
− Stock inquiry by site
• Prices applicable by date band - promotions
− Product cost inquiry
− Competing product inquiry and association • Prices applicable by line and/or by document

− Product installed base inquiry • Discounts and costs by line and by order, as a value, as a
percentage, as a cumulative total, cascaded
2.3.7 Units
• Stock units • Simulation of price application

• Packing units with fixed or variable conversion factors • Archive of prices and discounts applied

• Commercial units (sales, purchases) • Price catalogue

• Configurable unit conversion rules for taking from another • Price revisions
unit: unpacking, incomplete unit management, unit splitting
• Price import
• Stock label management by packaging
• Price rules can be set based on the country and state of
2.3.8 Prices & Discounts delivery
• Configurable multi-criteria prices
• Tax code management within sales documentation
• Price management by currency, coefficient, quantity
• Discount policy management for multiple tax levels on the
same sale documentation
• or configurable formula

• Management of free products

• Inter-company prices

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2.3.9 Inter-company/Inter-site 2.3.10 Commercial documents
• Automated management of commercial transactions • User-configurable entry transactions (quick entry)
between sites belonging to the same company or between
sites belonging to different companies: • Configurable sales cycle:

− Inter-company pricing and price recalculation − Quote/Order/Invoice

− Retail sale orders generated automatically from purchase − Order/Invoice
orders
− Quote/Order/Delivery/Invoice
− Sale orders generated automatically from contract
− Order/Delivery/Invoice
purchase orders
− Delivery/Invoice
− Inter-company invoicing with generation of purchase
invoice control on customer site − Counter invoice
• Management of logistical transactions between sites • Automatic or manual numbering
belonging to the same company or between sites belonging
to different companies: • Unlimited links between documents

− Inter-site deliveries • Management of printable text in document header, footer

and lines
− Inter-site receipts with inheritance of the stock
characteristics of the corresponding deliveries
• Identification by custom order code
− Customer or inter-site returns with inheritance of the
stock characteristics of the corresponding supplier 2.3.11 Commercial configurator
returns
• Choice of products, options and variants
− Immediate inter-site stock movements for sites
geographically close to each other • Creation of multi-level technical data and rules
• Management of inter-company credit levels and price
• Incorporated into quotes and orders
controls

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2.3.12 Quotes • Order entry/printout for customers and prospects with
automatic prospect to customer conversion
• Entry/printout of quotes for customers or prospects
− Rider management
− Delivery address, shipping site, delivery time on quote
line − Order progress
− Real-time margin calculation − Querying and justification of prices applied
− Validation and signature process − Total or partial quote conversion
− User control of minimum margin and/or floor price − Delivery address, shipping site, delivery time, carrier, etc.
on order line
− and/or minimum value and/or quantity
• Delivery routing available, including mapping
− Querying and justification of prices applied
− Validity date monitoring − Real-time margin calculation
− Open quotes report • Validation and signature process
− Pro forma invoice calculation and printout
− Back order management
− Define rules and processes for sales quotes
− User control of minimum margin and/or floor price and/or
− Document counter for each type of sales quote minimum value and/or quantity
2.3.13 Orders − Order book
• Configurable order type: − Pro forma invoice calculation and printout

− Retail orders − Direct purchase order (direct or receipt) or work order

generation by line
− Loan orders
• Pre-payment management with option of order suspension
− Contract orders (delivery schedule, ahead/delay
management) • Generate a sales order from a quote

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 • Define rules and processes for sales orders • Manual or automatic de-allocation

• Document counter for each type of sales orders • General or detailed allocation

• Manual hold on sales order • Stock-out management

• Sales order flow management when credit limits are • Allocation inquiry
reached.
• Controls during stock issue on available stock at the effect
2.3.14 Sales workflow date to manage strict chronological stock flow when issuing
stock.
• Sales quotes, order, and open order to sign
2.3.16 Logistics
• Signed quotes, orders, and open orders
• Shipment preparation management
• Historical sales quotes, orders, and open orders signed
• Automatic picking list generation or manual creation
• Viewing the history of documents with an approval or
rejection • List of products to be delivered

• Cancellation of the signature action for a document • Run code management

2.3.15 Allocation • Full or part delivery of orders or order lines

• Customer reservation with validity end dates
• Direct delivery of materials to a sub-contractor
• Posting of reservations on orders
• Load preparation management, for recording purposes or
post-load preparation
• Manual or automatic stock allocation with configurable
criteria
• Load preparation list, load preparation labels

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February 2022
 • Picking list, delivery note, etc. printout • Open loan monitoring

• Management of carriers and associated costs • Traceability by serial number and batch number

• Customer return management with or without quality control • Return management

• Sage X3 Mobile Automation with handhelds (distribution) • Unreturned goods invoicing

• Stock 2.3.18 Invoicing

• Configurable invoice type
• Upstream/downstream traceability (Batch, Serial no.)
• Invoice printing with number of copies configurable by
• Actual or projected stock inquiry with first availability date
customer
• Detailed stock inquiry
• Automatic or manual creation
• Inquiry by storage site or consolidated inquiry
• Invoicing by customer, order, delivery note, delivery point or
period
• Stock in transfer and transit inquiry (inter-site or inter-
company)
• Printout of invoice statements by customer or period
• Document tracking to the Shipment and Transport
• Automatic or manual invoicing of service requests
(intervention, parts)
• Management on inbound shipments
• Automatic or manual invoicing of maintenance contracts
• Management of none invoiceable deliveries
(revision by index in particular)
2.3.17 Loans
• Automatic invoicing of inter-company stock movements
• Loan note entry and printout
• Scheduled invoices management

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 • Electronic signature of invoices (Detection of any changes in • Recording of data necessary for the exchange of goods
critical information after validation, whatever they have been declaration (rules, natures, delivery conditions, etc.)
made)
• Extraction function for transactions subject to declaration,
2.3.19 Incorporation into accounts with option to modify extracted information
• Customer invoices
• Report for checking information subject to declaration
• Invoices for issue
• Management of specific local features of the EGD (Portugal,
UK, Italy, etc.)
• Pre-payment management
• Attach Economic Operations Registration an Identification
• Stock movement posting
(EORI) number to the relevant import and export
documents. You can now attach your EORI number to
• Analytical dimension type management
companies, sites and BPs.
2.3.20 Tax
2.3.22 Sales statistics: examples
• VAT on debits and receipts
• Sales Order turnover by product (by customer, family, sales
representative, geographical area, etc.)
• EU Intra-community VAT
• Sales Order turnover for the day
• Parafiscal tax by value and as a percentage

• Invoiced turnover by product (by customer, family, sales

• Formulae applicable to parafiscal taxes (threshold, quantity,
representative, geographical area, etc.)
etc.)

2.3.21 EU Exchange of goods declaration

• Customs nomenclature incorporation and product record
association interface

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February 2022
2.4 Customer Service • Handling of panels generated from advanced targeting
2.4.1 Marketing
• Sample display
Competing products
• Competitor product number management • Message design or emailing retrieval

• Comparison of strengths and weaknesses by product • Sending method selection

Call script • Sent history creation

• Production and modification of questionnaires • Feedback summary in table format

• Information collection during phone campaigns • Access to detailed information to monitor the entire audit
trail
• Assisted approval of third-party databases and participants
Phone campaign wizard
Marketing campaigns
• Panel definition or retrieval
• Marketing campaign and scheduled budget monitoring
• Call breakdown by cross-referenced criteria
• Detailed campaign inquiry and multi-level monitoring of
current marketing operations enabling complete monitoring • Call script definition and retrieval
of the entire audit trail
• Feedback inquiry
• Microsoft Word mail merge available for quick and easily
mass mailing of marketing campaigns; mail merge uses • Access to detailed information to monitor the entire audit
templates you have stored, allowing for visuals to be trail
included
Trade show wizard
Direct mail wizard
• Exhibition characteristics entry
• Recipient selection

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February 2022
 • Feedback inquiry • Planning or recording of commercial actions (custom orders,
tasks, appointments, calls, service requests, warranty
• Access to detailed information to monitor the entire audit requests, service contracts)
trail
• Global pre- and after-sales history inquiry for creation of an
Press campaign wizard audit trail
• Press campaign characteristics entry
• Customer installed base inquiry
• Feedback inquiry
Participants
• Access to detailed information to monitor the entire audit • Independent participant management
trail
• Management of relationships with third parties, companies,
2.4.2 Commercial action sites, users and accounts
Prospects/customers
• Market sector management
• Main and temporary sales representative management
• Customer/prospect/contact portfolio segmentation
• Automatic handling of checks linked to conversion of
prospect to customer • Manual or automatic multi-criteria allocation of main and
temporary sales representatives
• For customers:
Calls
• Token credit and points debit management
• Incoming call recording or scheduling of calls to be made
• Customer installed base inquiry
• Association with a custom order
• Sold-to-party association
• Option of fuzzy date management

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February 2022
 • Automatic call forwarding Tasks
• Management of commercial actions other than calls or
• Call attempt management
appointments

• Call number search

• Association with a custom order
• Price search
• Requester delay alert management
• Call script running
• Commercial action planning: custom orders, appointments,
calls, service requests
• Commercial action planning: custom orders, tasks,
appointments, service requests
Synchronization with MS Outlook
Appointments • Contact synchronization between Outlook and Sage X3
• Appointment scheduling
• Commercial action synchronization between Outlook
and Sage X3 (tasks, calls and appointments)
• Association with a custom order
• Workbench of records to be synchronized
• Option of fuzzy date management
• Mass processing and update tracking option
• Multi-participant schedule conflict control
• One-click email from customer service functions
• Direct de-scheduling of conflicting participants
• Access to solution functions from Microsoft Outlook client
• Resource reservation management
(rich content and hyperlinks in emails)
• Meeting address search
Custom orders
• Commercial action planning: custom orders, tasks, calls, • Competitor management
service requests

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February 2022
 • Sales cycle monitoring from start to finish, Products
• Automatic generation of customer installed base on
• with process automation
validation of sales movements

• Associated custom order management

• Model contract specification (loan, warranty, service)
• Handling of checks linked to quote creation
• Token credit and points debit management
• Commercial action planning: tasks, appointments, calls,
• After-sales bill of materials management
service requests
• Product type: miscellaneous, spare part, labor, travel
• Quote history by custom order
expenses, service contract

2.4.3 Customer Support

• Automated stock issues on consumption of spare parts
‘Sold to’ parties managed in stock
• Management of several ‘sold to’ parties per customer
Customer installed bases
• Configuration of information held against sold-to-parties • Automatic generation and updates from deliveries, returns,
etc.
Service providers
• Loan units installed base management
• Service provider partner skills management

• Physical location management

• Area of activity management
• Splitting by geographical location of installed base
• Management of financial conditions of collaboration

• Breakdown of results by customer type: direct customer,

wholesaler or retailer

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 • Associated service contract history (applicable cover and • Automatic invoicing
warranties)
• Invoice, due date and payment history
• Installation history
• Revaluation and renewal history
Service contracts
Warranty requests
• Optional approval from a model contract
• Warranty coupon management
• Management of different service contract types
Service requests
• Definition of area of application of cover, management of
• Option to allocate a sold-to-party per user
charging threshold by installed base, component, skill
(option of adding restrictive financial rules)
• Automatic allocation to skills family

• Definition of cover, management of charging threshold by

• Identification of installed base and associated after-sales bill
installed base, component labor
of materials
• Definition of area of application taking into account cost
• Option of allocation to:
constraints
− dispatches
• Automatic generation from sales movements
− employee
• Automatic creation from accumulation of purchasing credit − queue

• Automatic management of revaluations, renewals, etc. − commercial department

• Automatic request coverage control
• Invoicing schedule calculation
• Automatic time-stamping
• Management of quality constraints by severity level

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February 2022
• Points consumption in accordance with flat rate and • Schedule conflict control
additional debit rules
• Resource reservation
• Consumption options:
• Operation address management
− Parts (stock management)
• Spare parts consumption and stock issue monitoring
− Hours of labor
− Travel expenses • Knowledge base search for solutions
• Automatic invoicing
• Report entry
• Solution identification and definition
Knowledge base
• Operations planning and recording • Search by: multiple key words, original request, solution,
skills family, employee, creation date, content
• Planning of actions to be performed and recording of
completed actions • Decision aid tools

• Request status history Marketing schedule

• Multi-level view of active campaigns and operations
• Modification history
enabling complete monitoring of all activities
• Escalation history
• Marketing campaign and scheduled budget monitoring
• Operations
Diary – pre-sales workbench
• Automatic search for skilled, available employees • Graphical display of commercial activities (tasks, calls,
appointments)
• Automatic search for skilled service providers in the area of
competency

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February 2022
 • Daily weekly or monthly views (days worked or working • Pending and delayed operations
days)
• Dispatching content
• Commercial employee time management
• Employee and queue load statistics
• Outstanding activities: appointments, calls, tasks, custom
orders, marketing campaigns • Temporary employee management

• Late activities alerts • Search:

• Review prospect/customer and participant histories for each − for solutions

type of activity
− for service requests
• Accelerated contact search on calling and call forwarding • Operation planning or recording
function
• Plan actions to be performed and record completed actions
• Call script running
• Service request tracking
• Audit trail, access to details of each activity
• Third-party or participant identification
• Option to save reports
• Inquiries:
• Third-party and participant search
− Service requests
• Commercial action planning: custom orders, tasks, − Queues
appointments, calls, service requests
− Employees
Diary – after-sales workbench − Skills
• Open and pending service requests − Escalations

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Manufacturing
3.1 Data Model − New materials to production
3.1.1 Manufacturing management − New bill of materials to the products and manufacturing
bill of materials
• Association of categories and product families, etc.
• Store - circuit & drawing references can be recorded against
• Different management methods (on order, from stock) production BOM component records

• Allocation of reorder policies, seasonality • Manage production of prototypes by Work Order:

• Data used for management control − Record notes when testing a design revision
− Separate production BOM for each revision of a design
• Multi-production unit
product
• Association of attachments − Record a work order to create a prototype of the new
design product
3.1.2 Product design/New Product Introduction − Track production of a prototype product
• Bill of materials design process Once approved, the designed product can be released and
produced in multiple alternatives
• Revision management
3.1.3 Bill of materials management
• Planned cost calculation for the design bill of materials
• Multi-bill of materials (Commercial, Production, Sub-
• Management of new materials contracting, etc.)

• Pilot management • Current bills of material

• Publication of: • Formula % bills of material

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 • Mass maintenance − Standard operations library
− Change of units
• Manage changes on a product and bill of materials
− Operation sub-contracting
• Control the use of a product for a version number in different − Inter-operation scheduling principles
flows (Sales, Purchases, Manufacturing, Subcontracting,
Stock issues) − Plan association
− Mass maintenance of technical data
• Version management (Major and minor version)
• Product and technical data configuration via configurator,
also accessible in quote and sales order management
• Track changes to versioned bills of material
• Use of data generated by configurator
3.1.4 Technical data management
• Calendar and timetable management • Version management (Major and minor version) in the
routing
• Work center group management
• Mass replacement and deletion in versioning
• Work center management:
• Critical changes (add, update, remove) in versioning
− Machine, labor, sub-contract center
− Multi-work center 3.2 Production launch

− Calendar exception management • Multi-product work order launch

• Routing sheet management: • Multi-level work order launch

− Multi-routing sheet • Work order feasibility test (trial kit)

− Current operations
• Material and load updates
− Parent routing sheets

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 • Manage potency and adjust quantity required • Use of resources

• Scheduling function • Delay analysis

• Order smoothing • Lead-time analysis

• WO updating • Operations output

• Production folder • Material output

• Production monitoring (WO by WO or mass) • Production output

• Management without WO • Sandbox environment

• Import WO without production routing • Real-time costing updates

3.3 Overall schedule • Automated creation of new inventory items

• Multi-site analysis by product family or product
3.1.2 Inquiries
• Critical orders highlighted • Stock-in-progress by product

3.1.1 Workbench • Load stock-in-progress

• Single-site, single-product analysis
• Current projected stock
• Order grouping
• Material stock-outs
• Planners’ and Buyers’ decisions and analysis
• Material consumption
• Production indicators
• Industrial cost price analysis

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 • Allocation details − Configurable reorder policies (MRP, technical batch,
cover and seasonal safety stock)
• Orders to be rescheduled
− Requirement origin traceability (pegging)
• WO progress • Inter-site reorders based on conclusion of contracts between
two partner sites
• Monitoring by WO
3.6 Management control
• Sub-contracted operations • Valuation and overheads section definition

3.4 Automatic processes • Projected cost calculation (standard cost, revised standard
• Mass allocation/de-allocation cost, simulated cost, budget cost)

• Series WO re-planning • Production cost price calculation (projected/actual)

• Mass scheduling/un-scheduling • Stock-in-progress valuation

• Automatic launch • Variance analysis by product

• WO suspension/re-activation • Work-in-progress accounting interface (stock movements

and time spent)
• Direct work order
• Multi-dimension analytical interface
• WO and/or mass operation shifts
3.7 Non-Conformance Management
3.5 Reorders • Direct Non-conformance for a product or without product
• Reorder when reorder point reached
• Non-conformance triggered from a document:
• MRP reorder (on order, from stock):

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 − Customer Return • Full traceability and security that changes are done only by
authorized users
− Purchase receipt
− Production Tracking 3.9 Configure to order
• Automatically preloaded with the document link • Custom order management and monitoring of production
(customized or special product)
• Link Non-conformance on document header or line
• Custom order creation from quote
• Link production tracking line with License Plate Number for
manufactured product not managed by lot. • Custom order broken down by batch or task (design, sub-
contracting, production, costs, etc.)
• Root causes analysis
• Custom order line budget definition (entered or calculated)
• Status management (New, in progress, Plan, Implement,
Complete, Closed) • Sub-custom order management

• Action plan Preventive or Corrective actions • Posting of purchases and time spent per custom order

• Management of priority and deadline monitoring • Custom order progress monitoring

• Report on the root causes analysis • Projected, committed and actual budget monitoring and
control
3.8 Change Control Management
• Manage all changes made to a product or system • Macro load schedule per custom order

• Enter a change, review the potential impact and send to • Custom order balance sheet
approval

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Additional on-premises capabilities − Calculate production capacity for a specific date
The following capabilities are available to customers opting for a − Trial kitting action added to ordered quantity field in sales
private cloud deployment, either on-premises or partner-hosted. Orders function
• Projected consumption management
3.10 Weighing scale
• Weigh scale definition in technical data • Master production schedule (multi-site, use of macro bills of
materials (Planning BOMs), macro routing sheets,
− Weighing box and box grouping operational plans, budget, simulation)
− Scales authorized for different weighing stations
• MRP calculation:
• Material weight management during production process
− Multi-site
• Workbench for selection of work orders for weighing
− Suggestion analysis
• Management of different types of raw material (Excipients − Re-planning messages
and Materials QSP and Rectification materials)
• Prevent ‘not managed’ products being considered on the
worktable
• ISH (Instructions, stock and handling) technical data sheet
3.12 Shop Floor Tracking
• Weighing and weighing reconciliation
• Collection of labor time
• Container management
• Direct labor (setup and run)
• Weighing status
• Indirect labor (breaks and indirect time)
• Interface with weigh scales
• Actual and elapsed time
3.11 Planning
• Multi-tasking (synchronized or unsynchronized)
• Trial kitting

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 • Automatic breaks • APS Connector (Advanced Planning & Scheduling)

• Time and attendance (Clock in/out) • MES Connector (Manufacturing Execution System)

• Indirect Time Entry (Clock in/out) • PM Connector (Plan Maintenance)

• Break Time Entry (Clock in/out)

• Team Entry

• Shop Floor Tracking Workbench

3.13 Sage X3 Mobile Automation with handhelds

(Distribution)
• Material consumption

• Production declaration

• Production time monitoring

• Shop floor tracking

• Stock management rules

• Production declaration (Manufacturing)

3.14 Application extensions

• PLM Connector (Product Life Cycle Management)

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Project Management
4.1 Project planning & management • Project billing
• Integrated into all X3 processes, Project link with quote,
4.3 Financial follow up
purchasing, sales, work order and MRP
• Project billing center
• Project Work and Product Breakdown Structure (PBS and
WBS) Multi-level description of the tasks, preparing the • Project Cost Breakdown Structure (CBS) Multi-level
operational and manufacturing process description of budgets, allowing the project cost follow-up

• Multi-project consolidation
• Task dependencies / Task operation dependencies
• Financial follow-up function to monitor the budget and
• Task progress estimation expenses of projects

• Advanced project duplication function • Financial snapshot and comparison

• Analytical dimensions initialized for Project management on • Stock allocations on project tasks
manufacturing documents
• Expenses link with project
• Define an estimated progress on budgets
• Saleable
4.2 Project tracking • Sold product
• Project Snapshot
• Schedule invoice
• Global Project overview task and budget
• Create non invoiceable deliveries from project tasks
• Cost type management • Milestone billing

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 • Credit memos • Currency rate and remaining load update in Time summary
table in Weekly timesheet function.
• Time billing
• View and modify the Currency rate for a specific timesheet
• Multi-projects billing center
quantity.
• Financial overview with sales deliveries (to manually
allocated products on projects) • Analytical dimensions Time entry detail screen.

4.4 Time management • Filter employee time records by Operating site.

• Employee assignments (to assign employees to an

• Load and capacity – graphical view of employees workloads
operation)
4.5 Revenue recognition
• Time entries to enter the time spent on a project at the
operation, task and budget level and separate grouped time • Revenue recognition rule attached to the project:
entry lines into separate, individual lines − Free percentage of completion (entered)
− Cost-based percentage of completion (Calculated)
• Duplicate the time spent from one week to another when
creating time entry records • Traceability and justification of the calculation:
− Actuals are extracted from the G/L, Free definition of
• Time entry control actuals based on the chart of accounts
− Forecasts are extracted from the last financial snapshot.
• Weekly timesheet tracking
• Periodic Revenue recognition process:
− Calculation of a proposal
• Activity tracking templates
− Ability to adjust the result by authorized users
• Record time for non-project activities such as administrative
− Validation and automatic posting
time, annual leave and sick leave
• Calculate actuals through dimensions
• Time category initialization

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Reporting and business analytics
5.1 Decision aid tools • Automatic printout triggering and generation of Word, Excel,
text,
Sage X3 provides comprehensive features that enables users to
analyze data in a self-service manner and to take the right
• HTML, or PDF files
decisions. Realtime analytics, alerts, and notifications empower
each role in your organization to respond quickly to changing
For companies that want to go further, Sage X3 is able to connect
business conditions.
with any Business Intelligence technology. Visit the Sage X3
Complementary Solutions (https://www.sage.com/en-gb/sage-
5.1.1 Reporting and Analytics
business-cloud/X3/complementary-solutions/) catalog to learn
• User-defined dashboards based on trigger events about:

• Configurable inquiries on any data table, with automatic or • Sage Data & Analytics provides users with a hub for
manual joins, sorting and selection managing all data from multiple sources, and built-in data
models for reporting
• Inquiries to search and filter predefined data collections
using a variety of prebuilt parameters • Sage Intelligence to help business users reduce time spent
on analysis and reporting
• Requesters define a data view by selecting from the
available fields • Advanced BI powered by Business Objects is designed for
customers with very large data volumes or specialized
• in one or more database tables reporting needs

• Audit trail from cumulative total to detail

• Library of over 400 reports supplied as standard, including

legal reports

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5.1.2 Financial Reporting • Financial reporting consolidations
Please check availability in your region.
• Secondary functions
Overview
• Dashboards, and Operational reports
• Ability to design, distribute, and consume reports through a
common Microsoft Excel interface, with the sweet spot being • Library of additional financial and operational reports
on financial reporting available through Sage Intelligence Report Utility

• Report on data from most external systems (ODBC- Analytical functionality

compliant databases)
• Quick visibility into formulas and tree structure
• Versions available for on-premise and online customers
• Create dashboards of your KPIs with Excel charts and
graphs
Scope
• Strong financial reporting options • Drill-down to GL account balances and GL transactions

• 100% Excel experience • Fast processing and quick dynamic updates to data

• Multi-data sources (all ODBC compliant databases) • Account roll-ups

• Real-time financial data after running reports • Multi-currency support

Main functions • Supports powerful dimensional filtering

• Strong financial reports (Layouts include Income Statement,
Balance Sheet, Cash Flow, Trial Balance) • Queries and formulas

• Two options for creating, customizing and designing your • Usability

financial reports
• Intuitive on premise and cloud user interface

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• Self-service analysis • Analytical Income Statement layouts

• Self-service design of new financial reports • Analytical Trial Balance

• Distribution and Scheduling • Financial Balance Sheet

• Variety on helpful resources to get you started • Financial Income Statement layouts

• Ready to use reports • Financial Trail Balance

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User Workspace
6.1 Homepages • The function breadcrumb and a search for function,
available from any page
• Users access though landing pages
• Inclusion of internal dynamic data in portal
• Landing pages are designed to give the user an overview of
the data and access to visual process maps.
− Query results in table or graph format
• Access to functions and data available is based on security − Statistics results in table or graph format
rules in place for the role and user.
− Calendars
• Role-based landing pages can be personalized to suit the − Table of Contents favourites management
unique needs of the individual user by the user or by the • Inclusion of external dynamic data in portal
administrator
− External URLs
• Add and remove data to suit user needs
− Notes
• Change data within the page for quick access to most − Documents (PowerPoint, Word, PDF, etc.)
relevant data
6.2 Online help center
• Navigation with always-on breadcrumb trail and keyboard • Up-to-date documentation without user installation or
shortcuts. maintenance required. No sign in required to access the
Sage X3 online help center. Available at http://online-
• Bookmarks in menu or as a collapsible bar help.sageerpx3.com/erp/12/

• Navigation through site map with a left panel to navigate per • Interactive in HTML, customizable
module, collapsible sections, and search feature
• Functional documentation (by function and in field)

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 • Technical documentation (Data model, dictionary, entry • Link explorer:
points, detailed description of standard configurations
supplied) − Manual or automatic hyperlink creation with configurable
semantics between information
• Access to tutorials, videos and how to guides
− Links can be defined by user group, viewed as a tree
structure for navigation by clicking. For example, a link
6.3 Decision aid tools
can be established between product and customer, with
6.3.1 Decision aid tools the semantic “customer particularly satisfied with product”
• Statistics based on trigger events defined as a batch or in 6.3.2 Inquiries
real time:
• Configurable inquiries:
− Multi-level analysis by up to 8 criteria
− In presentation (list and order of columns)
− Configurable interval (day, week, fortnight, month, etc.)
− In data selection (memos defined by users and/or jointly)
− Comparison of values and quantities over several
− Audit trail can be followed at all levels
periods, rankings and classifications
• Integrated requester used to create inquiry screens on any
− Graphical presentation and publication via portal
table in the database, with automatic or manual joins,
− Complete audit trail from cumulative total to detail sorting and selection, zoom, etc.
• Standard integration of advanced Business Intelligence
6.3.3 Printouts
solutions
• Based on SAP Crystal Reports™:
• Transfer to Excel simply by clicking on any query screen
− Library of over 400 reports supplied as standard,
• Advanced marketing targeting: incorporating specific legal reports for the legislations
supported
− Physical counts, extractions, merge data from the
− Automatic printout triggering, with configuration
database
depending on context, real-time or deferred, with screen
− Direct mail generation or export of results to Excel display (Web and client-server), on file, on printer

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 − Generation of word, Excel, text, HTML, PDF files • Application update: At any time, users can reinstall
applications. This action guarantees that application is
6.3.4 Search
always up to date with the latest updates.
• Allows users to easily find data or functions by searching a
keyword for the data that is included on the pages or select 6.4.1 Microsoft® Office integration
only a subset of the data searchable. (Excludes content of
This feature is only available for Windows Client environment with
attached documents)
local Office installation.
• Based on Elastic Search™
• Integration with Word, Excel, and PowerPoint, Outlook
6.3.5 Online document storage
• Plug-ins included to create a tab within your programs for
• Document saving (Microsoft Office, Adobe PDF, and more) simplified integration.

• Document sharing with defined teams or tagged for later • The plugin accesses Sage X3 as a client while applying
access access and user rights.

6.4 Mobility Framework • Meta data is available to define the data to read and to set
• Optimize mobile presentation up filters.

• Customize web app with WYSIWYG mode • Document storage allows users to save their Word, Excel,
and PowerPoint documents to Sage X3
• Personalize the layout
Integration examples
• Application manager: installation and setup applications • Word: insert data into documents, create documents from
your data, and mail merge using templates
• Offline mode: allows users to create the expenses notes in
“draft mode”. By returning to Online mode users will be able • Excel: export data and create direct links between your data
to synchronize drafts with Sage X3 and workbook; data can selectively be refreshed

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 • PowerPoint: data integration, including import data and − Visual configuration (text font, color, frames, etc.)
charts directly into PowerPoint; the integration allows you to
− Link to functions, URLs or published documents, for
refresh the data with the click of a button
example company procedure documentation
6.4.2 Interactive graphical processes − Configurable Process Table of Contents
• HTML 5 compliant web interface for use with multiple − Easily add pages to Favorites bar with one click for easy
browsers navigation to often used screens
− Easily map addresses with Google Maps to simplify
• Web browser functions, like back button or F5 to refresh the navigation to customer sites or for routing of multiple
page, remain in place for intuitive user experience sites

• Use 6.5 Workflow engine

• Configurable triggering, on any management event:
− Processes organized by role with which user groups are
associated, enabling graphical, interactive, customized − Message sending by any MAPI-compatible messaging
transaction representation. For example, a common system (Outlook™, Lotus Notes™, etc.), SMTP/POP3 and
portal can be created for buyers, different portals for ccmail
each sales representative, a portal for financial
− Execution of actions
controllers, etc.
• Configuration
− Table of Contents-based structure
− Integrated into the landing pages − Function triggering the transaction, and the operations
− Tab definition by authorized user, by drag & drop from involved (creation, modification, deletion, printing,
existing process list validation, predefined action).

• Process editor − Additional conditions (modified fields, selection from

record content, launch parameters for printouts or tasks,
− Customizable fund management etc.)

− Ready-to-use graphical element libraries

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 − Recipient list depending on the context (internal users, • Personalize mode allows users to configure a page in
third parties identified by code and function within the responsive design to:
company)
− Organize blocks and sections in staked or in column
− Message text and any attachments
mode
− Reply conditions (contextual link to a function and data
− Hide elements on mobile and/or desktop type devices, or
linked to the original context, insertion of links to trigger
make elements a collapsible block
actions by clicking in the message, etc.)
− Based on this information, the layout adapts
− Storage of information linked to the context in a log table
automatically to the size o f the screen and the size of
6.6 Customizing the interface labels (that depends on the language)
• Generators are used to define the following by simple − The action panels are also adapted to the device (on the
configuration: right of a desktop page, at the bottom of a mobile page)
• Landing pages can be personalized by:
− Inquiry screens
− Movement entry screens (presence of fields, number − Adding and maintaining widgets
− Of tabs, default rules) • Personalize icon displays a tool bar for users to modify the
− Use of customized business vocabulary page design from the following options:

− User styles (for highlighting by color, font, background − Select an element, make it visible or invisible on desktop
color, screen fields depending on context) and/or mobile.
− Other interface elements (properties of each record, left- − Organize sections and blocks in columns or staked
hand browse list, etc.) mode, add line breaks in the field organization
− Interactive graphical processes − Preview changes and see how they will look with the
• Vocabulary customizing function page’s left and right panels
− Ability to save several personalized layouts for a single
page, that can be shared or assigned to a single user

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Administration and Support
7.1 General Configuration • It manages the following types of business partners:
• Folder concept
− Multi-type (customer, supplier, carrier, representative,
sold-to-party, service provider, etc.)
− Used to define data structures and management rules
common to a set of companies − Multi-address
− With folder types (operating, test, development) and − Multi-contact
inheritance rules that can be defined between folders
− Multiple bank details
• Management rule definition
− Multi-collective
− By folder, company, site, user 7.3 GDPR tooling

− With rule inheritance • Helps a company to meet GDPR compliance with a visual
process that:
7.2 Structure
• Sage X3 is: − Provides access to the Data Administrator homepage
− Provides access to the functions relate to GDPR
− Multi-company and multi-site
compliance
− Multi-lingual
− Provides the identity of the Data Protection Officer from
− Multi-currency the Contacts tab in the company settings
− Multi-ledger − Generates a list of companies in and outside of
European Union and identifies the associated Data
− Multi-legislation
Protection Officer
− Generates a list of the data types related to personal
information

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 − Exports all fields associated with an individual − By group of logical data (access codes to accounts,
budgets, third parties, technical data, etc.)
− Provides tools enabling a search on personal data
− By configurable user role (for example customer,
− Provides access to personal data records (Users,
supplier, sales representative, payer, etc.); external third
Business partners etc)
parties can be given access just to the information
− Provides templates for the export of personal data relating to them.
records
• Traceability and security
− Extracts all phones numbers and emails when required
to address a situation where data has been breached − Single login allows users to connect to multiple folders
7.4 User and security management across legislations or folders for easy user management

• Administrators can access a landing page that allows − Ability to manage a second level of signature to sign
management of multiple functions from a single page. This modifications on critical fields
includes assigning users to roles, groups, and collaborative − Compliant with corporate security tools: LDAP, oauth2
teams (Google account, Microsoft live), SAML2 and Sage Id
(Single password)
• User definition
− Option ‘Remember me’ (4 weeks) brings the same
comfort to users than a strict SSO
− Administrator and sub-administrator definition by function
− Management of numbers of simultaneous connections by
− User and messaging address hierarchies for workflow
account and user group
− Set of definable settings by user
− User monitoring and configurable trace of operations
− Access control performed by user
− On functions, transactions, fields − Time-stamped trace of modifications
− View, modify and execute access − Definition of user and messaging address hierarchies
− Information restricted depending on user − Database-level traceability (triggers) with configurable
− By group of companies, company, group of sites, site storage of values before and after modification

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 • Security configuration − Task chaining
− Task launch and control by depositing of files
− Platform components are connected through certificates
7.6 Operational management
− Configurable http security policy with whitelist definition,
allowed domain list, allowed encryption algorithms • Save functions

− Configuration of http security header options

• Alert configuration (log files)
− Whitelist of external URLs which run in iframes
• Monitor
− Manage external URLs called in service mode
7.5 Deferred tasks − Batch tasks in progress
• Deferred query server for automated launching of functions, − Connected users
in particular:
• Purging and archiving
− Data integration/extraction
− Definition of information retention time before archiving
− Deferred printouts and before purging in number of days or years
− Operation such as account closure, matching, mrp − On-line viewing of archived data with the same reporting
calculation, reordering, etc. tools as for current data
• Subscription definition on a monthly, weekly or daily • Launch product updates with one click, patch from a .zip file
frequency basis, with operating calendar management
7.7 Accounting engine
• Deferred task launch and satisfactory completion control
• Any management document (invoices, stock movements,
payments, WIP, etc.) can generate entries in a configurable
− Monitoring screen
manner. These entries can be exported to external software
− Task launch deadline or be integrated directly into accounting. Option of multiple
− Automatic interruption of tasks that take too long posting (for example into company accounts and IAS
accounts).
− Completed operations tracing

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7.8 Connectivity between applications • With over 100 standard templates provided:
7.8.1 Electronic Document Interchange (EDI)
− Basic records (third parties, customers, suppliers,
• Perform secured data exchanges for sales and purchase products, bills of materials, etc.)
events
− Movements (orders, invoices, delivery notes, stock
movements, budgets, entries, commitments, accounting
• Handle universal EDI formats according to EDI partners,
data for consolidation, stock reports, stock movements,
companies or business partners rules
prices, etc.)
• Generation of XML files including attachments and • Definition of sequenced imports/exports:
signatures
− Interfaces with remote databases (multi-site architecture,
7.8.2 Import/export templates systems integration)
• Import and export data in different formats:

− Variable length with separators (spreadsheets, for

example),
− Fixed length
• XML

• Code conversion tables

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Cloud Connectivity
8.1Cloud Capabilities • Web Services testing to analyze bottlenecks and volume
API definition in accordance with web services standards
• Secure node.js platform for SOAP web services to improve
(WSDL/SOAP), invocation of external web services and external
cloud compliance, deploy web services easier and keep
publication of web services.
compatibility with previous web services and subprograms
• Performance optimized storage
• Use APIs in interactive mode, to manage HTTP call to an
external web server, Batch task creation, send rich mails
• Amazon Elastic Block Store (Amazon EBS) allows dynamic
and manage asynchronous calls
compute capability, high performance, secure (encrypted),
highly available and low latency storage for application and
• Optimize exchanges based on data volume through load
backups
balancing sessions
• Secure access to the environment through the use of
8.1.1 Customization
SSL/TLS certificates
• Complete the business logic possible through the integrated
• Disaster recovery offered through AWS, enabling rapid object 4GL with new Sage X3 objects
recovery of your IT infrastructure and data.
• Complete the Dictionary with new tables, screens, objects,
• Automates upgrades and updates of hardware and data types, with marking of objects or object elements with
infrastructure dedicated activity codes to ensure durability

• AWS RDS offering elastic, highly scalable database • Update and upgrade management with protection and
management in the cloud retention of specific features developed

• AWS Auto Scaling that offers on-demand environment • Entry point access to new objects
scalability to manage demand spikes

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 • Use of standard component libraries − API uploads data files to a secure endpoint
− Files are validated, virus checked and automatically
• Check customizations made within folder and validate
downloaded to the X3 import folder
compliance with the update best practices tool
• Exporting Data from Sage X3
• All types of customization possible through the integrated
object 4GL or via web services to Sage X3 objects or − Data is exported to files in the Sage X3 export folder
methods (in any language on the market) − Sync process uploads exported files to a secure endpoint

• Dictionary customization (tables, screens, objects, data − APIs list, download and delete exported files from the
types) with marking of objects or object elements with endpoint
dedicated activity codes to ensure durability • Customization audit tool

• Entry point access to all standard objects

8.2.2 GraphQL API
• Eclipse development environment
Provides developers with a simple to use, secure and highly
functional service to build real-time responsive application
8.2 Integration
integrations. GraphQL APIs can be used on a sub-set of Sage X3
8.2.1 Data Integration API entities currently focused to inventory and distribution functions.
REST based API enables Developers to automate existing Sage X3 Available operations include:
File Import / Export infrastructure, by facilitating the secure transport
of data files. • Queries (Read)

Providing a simple means of storing and sharing files to control the − Companies
sequential exchange of data at defined intervals, the API is ideal for
− Sites
managing small batch import jobs and larger scale data ingestion
operations. − Customers
− Addresses
• Importing Data to Sage X3
− Contacts

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− Sales Reps − Work Order materials line
− Products – Categories and Sales − Business Partner (read)
− Stock − Customer (read)
− Sales Invoices − Rate type added to currency rates
− Sales Orders − General balance (read)
− Timesheet Entries (Project Management) − Journal entry lines
− Control Accounts − Work center
− User capacity variation − Work center group
− Timetable schema − Project budget
− Project user − Project
− Work Order − Assignment
− Product − Project Operation
− Product site − Supplier (read)
− Available currencies
− Project task • Mutations
− Task category
− Sales Order (Create)
− Task category operation
− Currency rates
− Time category
− Materials consumption in a work order tracking
− Transaction for Production Tracking
− Completed quantity for work order tracking
− Employee ID (Manufacturing)
− Work Order Operations line

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