Sage X3 - User Guide - SE - Processes-US000

Process Catalog
Version 6.2
Edition 2010
1. A/P ACCOUNTING MANAGER 2

2. A/R ACCOUNTING MANAGER8
3. BUYER 22
4. CHIEF ACCOUNTANT 38
5. CONTROLLER 54
6. CUSTOMER SUPPORT 60
7. DATA ADMINISTRATOR 72
8. DESIGN METHODS MANAGER 84
9. MATERIAL BUYER 90
10. PLANNING MANAGER 94
11. SALES ADMINISTRATOR 103
12. SALES EXECUTIVE 135
13. STOCK CONTROLLER 147
14. STOCK MANAGER 160
15. WORKSHOP MANAGER 178
Processes Book p.2/183
1. A/P ACCOUNTING MANAGER

1.1. Manage suppliers (TRS01_001) 3
1.2. Miscellaneous invoices (TRS02_001) 4
1.3. Invoices on receipts/orders (TRS02_002) 5
1.4. Enter expenses (TRS03_001) 6
1.5. Prepare supplier payments (TRS04_001) 7
Process Catalog - Sage ERP X3 version 6.2 - Edition 2010 - Sage 2010 - All rights reserved Sage
Processes Book > 1. Error: Reference source not found p.3/183
1.1. Manage suppliers (TRS01_001)
Processes Book > 1. ERROR: REFERENCE SOURCE NOT FOUND p.4/183
1.2. Miscellaneous invoices (TRS02_001)
1.3. Invoices on receipts/orders (TRS02_002)
1.4. Enter expenses (TRS03_001)
1.5. Prepare supplier payments (TRS04_001)
2. A/R ACCOUNTING MANAGER

2.1. Miscellaneous invoices (TRS06_001) 9
2.2. Manage reminders (TRS07_001) 10
2.3. Received checks (TRS08_001) 11
2.4. Received drafts (TRS08_002) 12
2.5. Deductions (TRS08_003) 13
2.6. Miscellaneous customers (TRS08_004) 14
2.7. National transfers (TRS09_001) 15
2.8. International transfers (TRS09_002) 16
2.9. BE (TRS09_003) 17
2.10. Issued checks (TRS09_004) 18
2.11. Miscellaneous supplier payments (TRS09_005) 19
2.12. Bank reconciliation with statement import
(TRS10_001) 20
2.13. Bank reconciliation without statement import
(TRS10_002) 21
2.1. Miscellaneous invoices (TRS06_001)
2.2. Manage reminders (TRS07_001)
2.3. Received checks (TRS08_001)
2.4. Received drafts (TRS08_002)
2.5. Deductions (TRS08_003)
2.6. Miscellaneous customers (TRS08_004)
2.7. National transfers (TRS09_001)
2.8. International transfers (TRS09_002)
2.9. BE (TRS09_003)
2.10. Issued checks (TRS09_004)
2.11. Miscellaneous supplier payments (TRS09_005)
2.12. Bank reconciliation with statement import (TRS10_001)
2.13. Bank reconciliation without statement import (TRS10_002)
3. BUYER
3.1. Manage products (ACH01_001) 23
3.2. Manage suppliers (TCO08_001) 24
3.3. Issue a request for quotations (ACH02_001) 25
3.4. Track a request for quotations (ACH02_002) 26
3.5. Register by product (ACH03_001) 27
3.6. Register by purchase contract (ACH03_002) 28
3.7. Subcontract (ACH07_002) 29
3.8. Order from a supplier (ACH04_001)30
3.9. Order by product (ACH04_002) 31
3.10. Supplier delivery request (ACH04_003) 32
3.11. Track a signature (ACH05_001) 33
3.12. Track an order (ACH05_002) 34
3.13. Track a contract (ACH05_003) 35
3.14. Manage prepayments (ACH05_004) 36
3.15. Manage disputes (ACH05_005) 37
3.1. Manage products (ACH01_001)
3.2. Manage suppliers (TCO08_001)
3.3. Issue a request for quotations (ACH02_001)
3.4. Track a request for quotations (ACH02_002)
3.5. Register by product (ACH03_001)
3.6. Register by purchase contract (ACH03_002)
3.7. Subcontract (ACH07_002)
3.8. Order from a supplier (ACH04_001)
3.9. Order by product (ACH04_002)
3.10. Supplier delivery request (ACH04_003)
3.11. Track a signature (ACH05_001)
3.12. Track an order (ACH05_002)
3.13. Track a contract (ACH05_003)
3.14. Manage prepayments (ACH05_004)
3.15. Manage disputes (ACH05_005)
4. CHIEF ACCOUNTANT
4.1. Accounting data and structures (CPT06_001) 39
4.2. Current operations (CPT01_001) 40
4.3. Manage VAT (CPT02_001) 41
4.4. Calculate provisions (CPT03_001) 42
4.5. Cut-off entries (CPT03_002) 43
4.6. Validation operations (CPT03_003) 44
4.7. Additional operations (CPT03_004) 45
4.8. Manage expenses and assets (TRS05_001) 46
4.9. Perform period cut-offs (TRS05_002) 47
4.10. Perform fiscal year cut-offs (TRS05_003) 48
4.11. Manage your physical equipment (TRS05_004) 49
4.12. Manage your stock count operations (TRS05_005)
50
4.13. Open a fiscal year (CPT04_001) 51
4.14. Close a fiscal year (CPT04_002) 52
4.15. Manage 1099 processing (CPT05_001) 53
4.1. Accounting data and structures (CPT06_001)
4.2. Current operations (CPT01_001)
4.3. Manage VAT (CPT02_001)
4.4. Calculate provisions (CPT03_001)
4.5. Cut-off entries (CPT03_002)
4.6. Validation operations (CPT03_003)
4.7. Additional operations (CPT03_004)
4.8. Manage expenses and assets (TRS05_001)
4.9. Perform period cut-offs (TRS05_002)
4.10. Perform fiscal year cut-offs (TRS05_003)
4.11. Manage your physical equipment (TRS05_004)
4.12. Manage your stock count operations (TRS05_005)
4.13. Open a fiscal year (CPT04_001)
4.14. Close a fiscal year (CPT04_002)
4.15. Manage 1099 processing (CPT05_001)
5. CONTROLLER
5.2. Accounting operations (CPT07_001) 56
5.3. Cost database (CPT08_001) 57
5.4. Update procedures (CPT08_002) 58
5.5. Analyze stock / production (CPT09_001) 59
5.2. Accounting operations (CPT07_001)
5.3. Cost database (CPT08_001)
5.4. Update procedures (CPT08_002)
5.5. Analyze stock / production (CPT09_001)
6. CUSTOMER SUPPORT
6.1. Manage products (VEN01_001) 61
6.2. Manage leads (TCO11_001) 62
6.3. Manage customers (TCO06_001) 63
6.4. Invoice service requests (VEN07_007) 64
6.5. Invoice service contracts (VEN07_008) 65
6.6. Manage a service contract (VEN09_001) 66
6.7. Track customer installed base (VEN09_002) 67
6.8. Take call (VEN09_003) 68
6.9. Track complaint (VEN09_004) 69
6.10. Close a service request (VEN09_005) 70
6.11. Manage customer support (VEN09_006) 71
6.1. Manage products (VEN01_001)
6.2. Manage leads (TCO11_001)
6.3. Manage customers (TCO06_001)
6.4. Invoice service requests (VEN07_007)
6.5. Invoice service contracts (VEN07_008)
6.6. Manage a service contract (VEN09_001)
6.7. Track customer installed base (VEN09_002)
6.8. Take call (VEN09_003)
6.9. Track complaint (VEN09_004)
6.10. Close a service request (VEN09_005)
6.11. Manage customer support (VEN09_006)
7. DATA ADMINISTRATOR
7.1. Manage the products (TCO01_001) 73
7.2. Manage the BOMs (TCO02_001) 74
7.3. Manage technical data (TCO03_001) 75
7.4. Manage the costs (TCO04_001) 76
7.5. Manage stock data (TCO05_001) 77
7.7. Manage prospects (TCO07_001) 79
7.8. Manage suppliers (TCO08_001) 80
7.9. Manage sales representatives (TCO09_001) 81
7.10. Manage carriers (TCO10_001) 82
7.1. Manage the products (TCO01_001)
7.2. Manage the BOMs (TCO02_001)
7.3. Manage technical data (TCO03_001)
7.4. Manage the costs (TCO04_001)
7.5. Manage stock data (TCO05_001)
7.7. Manage prospects (TCO07_001)
7.8. Manage suppliers (TCO08_001)
7.9. Manage sales representatives (TCO09_001)
7.10. Manage carriers (TCO10_001)
8. DESIGN METHODS MANAGER

8.1. Manage the products (TCO01_001) 85
8.2. Manage the BOMs (TCO02_001) 86
8.3. Manage technical data (TCO03_001) 87
8.4. Manage the costs (TCO04_001) 88
8.5. Manage prototypes (GPA02_001) 89
8.1. Manage the products (TCO01_001)
8.2. Manage the BOMs (TCO02_001)
8.3. Manage technical data (TCO03_001)
8.4. Manage the costs (TCO04_001)
8.5. Manage prototypes (GPA02_001)
9. MATERIAL BUYER
9.1. Request a purchase (ACH06_001) 91
9.2. Reorder (ACH07_001) 92
9.3. Subcontract (ACH07_002) 93
1.1. Request a purchase (ACH06_001)
1.2. Reorder (ACH07_001)
1.3. Subcontract (ACH07_002)
10. PLANNING MANAGER

10.1. Process MRP (GPA03_001) 95
10.2. Direct order (GPA03_002) 96
10.3. Plan to order (GPA04_001) 97
10.4. Plan to product (GPA04_002) 98
10.5. Plan to project (GPA04_003) 99
10.6. Subcontract (GPA05_001) 100
10.7. Track subcontract orders (GPA05_002) 101
10.8. Analyse production (GPA06_001) 102
10.1. Process MRP (GPA03_001)
10.2. Direct order (GPA03_002)
10.3. Plan to order (GPA04_001)
10.4. Plan to product (GPA04_002)
10.5. Plan to project (GPA04_003)
10.6. Subcontract (GPA05_001)
10.7. Track subcontract orders (GPA05_002)
10.8. Analyse production (GPA06_001)
11. SALES ADMINISTRATOR

11.2. Manage BOMs (VEN01_002) 105
11.6. Manage sales representatives (TCO09_001) 109
11.7. Manage carriers (TCO10_001) 110
11.8. Quote (VEN04_001) 111
11.9. Order quote (VEN05_001) 112
11.10. Order (VEN05_002) 113
11.11. Manage prepayments (VEN05_003) 114
11.12. Track blocked orders (VEN06_001) 115
11.13. Track orders (VEN06_002) 116
11.14. Manage remainders (VEN06_003) 117
11.15. Manage disputes (VEN06_004) 118
11.16. Invoice deliveries (VEN07_001) 119
11.17. Invoice orders without delivery (VEN07_002) 120
11.18. Branch invoice (VEN07_003) 121
11.19. Financial invoice (VEN07_004) 122
11.20. Credit memo on return (VEN07_005) 123
11.21. Financial credit memo (VEN07_006) 124
11.22. Invoice service requests (VEN07_007) 125
11.23. Invoice service contracts (VEN07_008) 126
11.24. Post invoices and credit memos (VEN08_001) 127
11.25. Commission sales representatives (VEN08_002)
128
11.26. Customs document file (VEN08_003) 129
11.27. Manage a service contract (VEN09_001) 130
11.28. Track customer installed base (VEN09_002) 131
11.29. Take call (VEN09_003) 132
11.30. Track complaint (VEN09_004) 133
11.31. Close a service request (VEN09_005) 134
11.2. Manage BOMs (VEN01_002)
11.6. Manage sales representatives (TCO09_001)
11.7. Manage carriers (TCO10_001)
11.8. Quote (VEN04_001)
11.9. Order quote (VEN05_001)
11.10. Order (VEN05_002)
11.11. Manage prepayments (VEN05_003)
11.12. Track blocked orders (VEN06_001)
11.13. Track orders (VEN06_002)
11.14. Manage remainders (VEN06_003)
11.15. Manage disputes (VEN06_004)
11.16. Invoice deliveries (VEN07_001)
11.17. Invoice orders without delivery (VEN07_002)
11.18. Branch invoice (VEN07_003)
11.19. Financial invoice (VEN07_004)
11.20. Credit memo on return (VEN07_005)
11.21. Financial credit memo (VEN07_006)
11.22. Invoice service requests (VEN07_007)
11.23. Invoice service contracts (VEN07_008)
11.24. Post invoices and credit memos (VEN08_001)
11.25. Commission sales representatives (VEN08_002)
11.26. Customs document file (VEN08_003)
11.27. Manage a service contract (VEN09_001)
11.28. Track customer installed base (VEN09_002)
11.29. Take call (VEN09_003)
11.30. Track complaint (VEN09_004)
11.31. Close a service request (VEN09_005)
12. SALES EXECUTIVE

12.2. Manage BOMs (VEN01_002) 137
12.6. Appointments (VEN02_001) 141
12.7. Tasks (VEN02_002) 142
12.8. Calls (VEN02_003) 143
12.9. Tracking (VEN02_004) 144
12.10. Proposal (VEN02_005) 145
12.11. Register by product (VEN03_001) 146
12.2. Manage BOMs (VEN01_002)
12.6. Appointments (VEN02_001)
12.7. Tasks (VEN02_002)
12.8. Calls (VEN02_003)
12.9. Tracking (VEN02_004)
12.10. Proposal (VEN02_005)
12.11. Register by product (VEN03_001)
13. STOCK CONTROLLER

13.1. Receipt flows (STO02_001) 148
13.2. Corrective entries (STO02_002) 149
13.3. Customer returns (STO02_003) 150
13.4. Prepare orders (STO11_001) 151
13.5. Packing by package (STO11_002) 152
13.6. Packing by line (STO11_003) 153
13.7. Delivery flows (STO03_001) 154
13.8. Reject output (STO03_002) 155
13.9. Supplier returns (STO03_003) 156
13.10. Count stock (STO04_001) 157
13.11. Internal movements (STO05_001) 158
13.12. Analyse stock (STO06_001) 159
13.1. Receipt flows (STO02_001)
13.2. Corrective entries (STO02_002)
13.3. Customer returns (STO02_003)
13.4. Prepare orders (STO11_001)
13.5. Packing by package (STO11_002)
13.6. Packing by line (STO11_003)
13.7. Delivery flows (STO03_001)
13.8. Reject output (STO03_002)
13.9. Supplier returns (STO03_003)
13.10. Count stock (STO04_001)
13.11. Internal movements (STO05_001)
13.12. Analyse stock (STO06_001)
14. STOCK MANAGER

14.1. Manage stock data (TCO05_001) 161
14.2. Analyse stock (STO06_001) 162
14.3. Value stock (STO07_001) 163
14.4. Receipt flows (STO02_001) 164
14.5. Corrective entries (STO02_002) 165
14.6. Customer returns (STO02_003) 166
14.7. Prepare orders (STO11_001) 167
14.8. Packing by package (STO11_002) 168
14.9. Packing by line (STO11_003) 169
14.10. Delivery flows (STO03_001) 170
14.11. Reject output (STO03_002) 171
14.12. Supplier returns (STO03_003) 172
14.13. Count stock (STO04_001) 173
14.14. Create / validation stock counts (STO08_001) 174
14.15. Internal movements (STO05_001) 175
14.16. Modify movements (STO09_001) 176
14.17. Quality control (STO10_001) 177
14.1. Manage stock data (TCO05_001)
14.2. Analyse stock (STO06_001)
14.3. Value stock (STO07_001)
14.4. Receipt flows (STO02_001)
14.5. Corrective entries (STO02_002)
14.6. Customer returns (STO02_003)
14.7. Prepare orders (STO11_001)
14.8. Packing by package (STO11_002)
14.9. Packing by line (STO11_003)
14.10. Delivery flows (STO03_001)
14.11. Reject output (STO03_002)
14.12. Supplier returns (STO03_003)
14.13. Count stock (STO04_001)
14.14. Create / validation stock counts (STO08_001)
14.15. Internal movements (STO05_001)
14.16. Modify movements (STO09_001)
14.17. Quality control (STO10_001)
15. WORKSHOP MANAGER

15.1. Analyse production (GPA06_001) 179
15.2. Analyse components and loads (GPA06_002) 180
15.3. Implement WOs (GPA07_001) 181
15.4. Track WOs (GPA08_001) 182
15.5. Track without WOs (GPA08_002) 183
15.1. Analyse production (GPA06_001)
15.2. Analyse components and loads (GPA06_002)
15.3. Implement WOs (GPA07_001)
15.4. Track WOs (GPA08_001)
15.5. Track without WOs (GPA08_002)
Photos: Tristan Paviot

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Process Catalog

1. A/P ACCOUNTING MANAGER 2

1. A/P ACCOUNTING MANAGER

1.1. Manage suppliers (TRS01_001)

1.2. Miscellaneous invoices (TRS02_001)

1.3. Invoices on receipts/orders (TRS02_002)

1.4. Enter expenses (TRS03_001)

1.5. Prepare supplier payments (TRS04_001)

2. A/R ACCOUNTING MANAGER

2.1. Miscellaneous invoices (TRS06_001)

2.2. Manage reminders (TRS07_001)

2.3. Received checks (TRS08_001)

2.4. Received drafts (TRS08_002)

2.5. Deductions (TRS08_003)

2.6. Miscellaneous customers (TRS08_004)

2.7. National transfers (TRS09_001)

2.8. International transfers (TRS09_002)

2.10. Issued checks (TRS09_004)

2.11. Miscellaneous supplier payments (TRS09_005)

2.12. Bank reconciliation with statement import (TRS10_001)

2.13. Bank reconciliation without statement import (TRS10_002)

3.1. Manage products (ACH01_001)

3.2. Manage suppliers (TCO08_001)

3.3. Issue a request for quotations (ACH02_001)

3.4. Track a request for quotations (ACH02_002)

3.5. Register by product (ACH03_001)

3.6. Register by purchase contract (ACH03_002)

3.7. Subcontract (ACH07_002)

3.8. Order from a supplier (ACH04_001)

3.9. Order by product (ACH04_002)

3.10. Supplier delivery request (ACH04_003)

3.11. Track a signature (ACH05_001)

3.12. Track an order (ACH05_002)

3.13. Track a contract (ACH05_003)

3.14. Manage prepayments (ACH05_004)

3.15. Manage disputes (ACH05_005)

4.1. Accounting data and structures (CPT06_001)

4.2. Current operations (CPT01_001)

4.3. Manage VAT (CPT02_001)

4.4. Calculate provisions (CPT03_001)

4.5. Cut-off entries (CPT03_002)

4.6. Validation operations (CPT03_003)

4.7. Additional operations (CPT03_004)

4.8. Manage expenses and assets (TRS05_001)

4.9. Perform period cut-offs (TRS05_002)

4.10. Perform fiscal year cut-offs (TRS05_003)

4.11. Manage your physical equipment (TRS05_004)

4.12. Manage your stock count operations (TRS05_005)

4.13. Open a fiscal year (CPT04_001)

4.14. Close a fiscal year (CPT04_002)

4.15. Manage 1099 processing (CPT05_001)

5.1. Accounting data and structures (CPT06_001)

5.2. Accounting operations (CPT07_001)

5.3. Cost database (CPT08_001)

5.4. Update procedures (CPT08_002)

5.5. Analyze stock / production (CPT09_001)

6.1. Manage products (VEN01_001)

6.2. Manage leads (TCO11_001)

6.3. Manage customers (TCO06_001)

6.4. Invoice service requests (VEN07_007)

6.5. Invoice service contracts (VEN07_008)

6.6. Manage a service contract (VEN09_001)

6.7. Track customer installed base (VEN09_002)