Cloud Enterprise PDF

Sage X3
Solution Capabilities
Solution
Capabilities
Guide
Product Update 9.0

Document Revision 1.0
January 2016
0 Table of contents
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1 Financial management This document is for information purposes only and
is intended solely to assist you in planning for the
1 Financial management 2 Fixed assets implementation and upgrade of the product features
described. It is not a commitment to deliver any material,
2 Fixed assets 3 Sales management code, or functionality, and should not be relied upon in
3 Sales management
4 Customer service making purchasing decisions. The development, release,
and timing of any features or functionality described in this
5 Purchasing document remains at the sole discretion of Sage (UK) Ltd.
4 Customer service
6 Inventory management
5 Purchasing
7 Manufacturing management
8 Warehouse management
7 Manufacturing 9 Project and job costing
management
10 HR management
11 Reporting and business analytics
9 Project and job costing
12 User workspace
10 HR management 13 Mobile web apps
11 Reporting and 14 Administration, support
business analytics
12
and connectivity
User workspace
13
Mobile web apps
14
Administration
and support
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1 Financial
Management
1 Financial Management
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Menu 1.1 Functional domains 1.2.2 Models and ledgers

• General ledger • Each company is linked to an accounting model that defines
1 Financial management
• Account payable / Account receivable / Cash the ledgers used (up to 10).
2 Fixed assets • Cash management • A ledger is characterized by one currency, one calendar,
• Cost accounting one chart of accounts and analytical dimensions
3 Sales management • Expenditures • Up to 9 analytical dimensions may be defined for a ledger,
• Budget and Commitments up to 20 analytical dimensions for a model
4 Customer service • Financial reporting • The charts of accounts and dimensions can be shared or
• Fixed Asset management specific to several entities
5 Purchasing
1.2 Financial Data model 1.2.3 Companies & sites
1.2.1 General context • Multi-site, multi-company
7 Manufacturing • Sage X3 is multi-language, multi-company, multi-site, • Group of sites and companies may be defined for an aggregate
management multi-currency, multi ledger, and multi-legislation by design. crossed view (by activity, function, geographical location), in
• Multi-language: Ability to speak the language of users and inquiries or reports
partners. It includes the user interface and descriptions. • Each company is associated with one accounting model
• Multi-company: Ability to manage several companies in the same and one legislation
database. It enables an organization to share the same repository • Automation of inter-site transactions
10 HR management while dedicating some data to one or several site/companies. • Automated inter-company transactions in purchases
• Multi-site: Ability to manage several structures within a company, and sales modules
11 Reporting and due to business, organizational, or geographic needs.
business analytics • Multi-currency: Ability to manage transaction currency. The 1.2.4 Currencies
amounts in this transaction currency are translated into a ‘ledger’ • Unlimited number of currencies and exchange rates,
12 User workspace
currency. manually entered or imported
13 Mobile web apps • Multi-ledger: Ability to define several ledgers for one company. • Unlimited number of rate types – daily, monthly, average, budget…
Ledgers can be shared or dedicated. • Currencies may be linked to accounts and business partners
14 Administration, support • Multi-legislation: Ability to manage several companies located in • Transactions entered in foreign currency, converted into the
and connectivity different countries. In this case, local rules are applied depending ledger currency
on the context. These rules can be defined using user-designed • Automatic rounding
settings or may include dedicated processes. • Automatic exchange variances when matching
• Asset / liability conversion at end of period/year;
actual or simulated
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Menu 1.2.5 Calendars 1.2.8 Business partner

• A calendar per ledger; Up to 24 periods per calendar • Unique business partner identification, additional information
• Year-initial period for carry forward and year-end period based on roles (customer, supplier, carrier, factor, sales rep.)
2 Fixed assets for closing adjustments • Rules (payment terms, tax management) distributed per
• Monthly and annual closing process, with automatic company and per role
3 Sales management recognition of upstream transactions, accruals, and • Miscellaneous business partner, such as bank or bank
functional controls accounts
4 Customer service • Unlimited number of addresses (Ordering, delivery, billing,
1.2.6 Journals payment, etc.)
5 Purchasing
• Unlimited number of journals • Unlimited number of bank identification numbers per address
6 Inventory management • Pre-defined types (sales, purchases, inventory, miscellaneous • Linked business partner such as customer ship-to, bill-to, and
operations, carry-forward, closing), shared or specific to a ledger pay-by as well as supplier buy-from, invoice-from, and pay-to,
7 Manufacturing • Validity date-controlled factor, group and risk
management • Close journals independent of period closure • Risk management (commercial, financial), user definable
• Site, company, group of sites allowed controls on values outstanding
• Frequent accounts, dis-allowed accounts
1.2.9 Dimensions
1.2.7 Accounts • Validity date-controlled
10 HR management • Length of account fixed or variable, numeric or alphanumeric, • Site, company, group of sites allowed
configurable • Restricted combinations of accounts and dimensions,
11 Reporting and • Validity date-controlled restricted combinations of dimensions and dimensions
business analytics • Restriction by site, company, group site • Financial and quantity
• Financial and quantity elements recorded • Multi-level structures (pyramids), up to 99 levels, unlimited
12 User workspace
• User definable management rules (class, matchable, centralized, number of pyramids
13 Mobile web apps collective, dimension(s), tax management, default sense, normal
sense of balance, transactions for debit/credit, intercompany 1.2.10 Transactions and partners
14 Administration, support partner etc.) • Debit or credit default transactions, according to the account
and connectivity • Propagation rules between ledgers • Inter-company partner management
• Up to 9 dimensions (e.g. department, cost center, • Pre-consolidated balance sheet and ledger justifying
product line, etc.) inter-company transactions and aggregating the accounts
• Multi-level structures (pyramids), up to 99 levels, unlimited according to the rules for the consolidation chart of accounts
number of pyramids
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Menu 1.3 G/L Accounting 1.3.2 Closing

1.3.1 General characteristics • Automation of accruals: Invoices to be received,
• Status (temporary, definitive) invoices to be issued, etc.
2 Fixed assets • Simulated active or inactive • User definable controls of closing reports:
• Model templates Completeness of records, checking balances, etc.
3 Sales management • User definable transactions, defined by/for the users, automating • Fiscal year-end closing
default values and controls —— per site or per company
4 Customer service • Manual journal entries, batch entries —— Automatic generation of adjustment journal entries
• User-defined templates automating recurring journal entries account to account (optional)
5 Purchasing
• Automatically reversing journals —— Automatic generation of the result and the carry-forward
6 Inventory management • Automatic inter-site transactions and balancing of accounts —— Generation of automatic journal entries from model
on linked accounts templates with amounts calculated by user definable
7 Manufacturing • Automatic inter-company transactions and balancing formulas (e.g. quoted part’s account balance multiplied
management of accounts on linked accounts by a coefficient)
• Recurring journal entries (fixed, variable), with automatic
8 Warehouse management 1.3.3 Declarations
balance calculation
• Automatic journal entries reversing at a user defined date • Tax management
• Automatic rounding rules in currency conversions —— On debit, on payment
10 HR management • Currency conversions selectable among fixed rate, —— Tax prorate management
lower-value, and higher value —— Suspension of tax
11 Reporting and • Manual or automatic matching (by reference, description, —— Services
business analytics ledger amount, currency amount, by passing balance). —— EU VAT
—— VAT on pre-payment, on unpaid items
12 User workspace
Matching is accompanied by the following automatic —— Para-fiscal taxes
functions: —— Report for goods tax declaration (EU Intrastats)
13 Mobile web apps
• Automatic generation of matching variance below —— Report for services tax declaration (EU Intrastats)
14 Administration, support a user definable threshold —— Tax reporting management
and connectivity —— Automatic generation of exchange variance —— Tax declaration process activation per legislation
for currency transactions
—— Archiving of matching to restore the situation
of matchable accounts to date
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Menu 1.4 Accounts payable / receivable 1.4.3 Credit management

1.4.1 Invoicing • Payable/receivable, factor, group and risk business partner
• Invoice types (invoice, credit note, debit note, proforma) management, which may or may not be the same
2 Fixed assets • Unique numbering (supplier invoices) • User definable rules for calculating business and financial risk
• Legal information management • User definable rules for calculating due amounts, workflow
3 Sales management • Automatic calculation of open items based validation
on the payment terms • Charges/discount management
4 Customer service • Automatic tax calculation (VAT, parafiscal) • Aged balance through inquiries with full
• Withholding taxes calculation upstream / downstream traceability, or through reports
5 Purchasing
• Allocation of charges to dimensions • Collection of due amounts by reminder campaign
6 Inventory management • Automatic inter-site transaction management management
• Automatic inter-company transaction management • User defined reminder campaign management rules,
7 Manufacturing • Recurring invoice management with alerts, by representative, risk, group business partner, statistical
management workflows and traceability family, etc.
• Mark business partners as remindable / non remindable
8 Warehouse management 1.4.2 Open items management and set minimum threshold, by currency
• Automate the calculation of open items for invoices, • Global reminder, global per level, global per delay, detailed
from the shipment date and the payment term per invoice
10 HR management • Payment schedule management (unlimited number of open items • Letter, e-mail, telephone, fax, link to the customer service
for one invoice) management to create tasks automatically
11 Reporting and • Definable transactions for changing open items, according to • Up to 9 levels of reminder, with definable text for each level
business analytics user rights (Payment mode, due date, pay approval, dispute, etc.) • Calculation of charges for delayed payments
• Consolidation or expand open items • Credit policy management and credit level messaging
12 User workspace
• Approval for payment, with definable workflows
13 Mobile web apps
14 Administration, support
and connectivity
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Menu 1.4.4 Payment process • Taking into account the local specific legal and fiscal rules
• Definition of banks and cash, unlimited number for the country: Letter-check, draft, direct debit, domiciliation,
• Bank or cash entries transfer to be made, deposit
2 Fixed assets • Automated payment processing, including international • User definable function to describe bank formats, delivering
context: a library of formats ready for use
3 Sales management —— User definable processes, defining steps and controls • Compliance with SEPA SCT and SDD for the Euro SEPA
—— Automation of specific operations such as prepayments made/ payment transactions
4 Customer service received, compensation, payment variances, bank charges • Mandate management for direct debits (SDD), including
—— Automatic user definable posting and matching managing mandates and integrating mandates into sales
5 Purchasing
—— Transfer/debit automation by automatic proposals and accounts receivable process
6 Inventory management submitted for validation • Define XML bank files for direct debit or credit transfer
• Quick entry by picking open items when required by banks
7 Manufacturing • Automation of inter-site, inter-business partner, • Integration with Sage Pay to manage online, face-to-face,
management inter-collective transactions and phone payments (Available in the UKI only)
• Payment in foreign currency, Payment in
a currency other than the billing or bank
currency. Automating cross-currency
journal entries
10 HR management • Payment balance declaration to prepare
periodic statistical declarations on
11 Reporting and non-resident payments and receivables/
business analytics liabilities
• Automatic discount/charge and
12 User workspace
exchange variance management
13 Mobile web apps • Prepayments with tax management
and reports
14 Administration, support • Prepayments on order, with full/partial
and connectivity matching against the invoice
• Automation of unpaid postings:
bank charges management, charges
re-invoicing, transfer to doubtful
collective, tax adjustments
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Menu 1.4.5 Bank reconciliation 1.4.8 Cash forecast and bank positions
• Reconciliation (Bank G/L entries mark) • Translation of sales and purchase documents in future cash
• Bank statement reconciliation issue/entry
2 Fixed assets • Bank statement entered or imported. Structure of the bank • One-off and recurring additional events (payroll, taxes, etc.)
statement file is user definable with a dedicated function. It is with rules management
3 Sales management also easy to include new formats. • Analysis of the future cash position by aggregating issues
• Automatic bank statement reconciliation (Statement vs ledger) or entries with the current bank positions
4 Customer service • Tools for manual reconciliation: sorting and searching by amount,
type, description, date, reference (N° check, etc.) 1.4.9 Extension to expert modules
5 Purchasing
• Transfer to treasury cash flow forecasts, with user
1.4.6 Factoring definable information
• Receipt generation and printing • Short term open items: payments processed
7 Manufacturing • Receipt posting • Medium term open items: Image of unbalanced open items
management • Magnetic file generation • Transfer of cash balance to accounting
• Payment notification
8 Warehouse management 1.5 Analytics
• Outsource payment collections from customers
• Pre-defined distribution keys
1.4.7 Employee expenses • A post entry, distribution process that distributes charges
10 HR management • Personal information entries and products according to user definable and iterative rules.
• Decentralized expenses entries – access rights —— Quantity or financial (Example: Distribution of rent in
11 Reporting and and confidentiality proportion to area (m2) occupied by cost centers)
business analytics • User definable cost types (Travel, hotel, taxi, etc.) —— Calculated by quantity or costs (Example: Distribution of
• User definable caps on reimbursement, user defined marketing charges in proportion of sales of product lines)
12 User workspace
thresholds for reimbursement (e.g. km, etc.)
13 Mobile web apps • Tax management
• Reports
14 Administration, support • User definable workflow for validation
and connectivity • Automatic user definable posting
• Control reporting
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Menu 1.6 Budgets accumulation by detail, financial data extraction including

1.6.1 Analytical budgets budget records, implementation of business intelligence
• Definition of budgets, unlimited number, based on: standard universes
2 Fixed assets —— Level: company or site
—— Currency 1.6.2 Operational budgets
3 Sales management —— Calendar, which can be different from the G/L calendar • Setting budget structures and roles (managers, recipients,
(period, start and end). hierarchical structure of control, reporting and approval)
4 Customer service —— Chart of budget accounts, which may be dedicated, or shared • Split budget by projects, envelopes, exercises, budget lines.
or derived (grouping) from G/L or analytical ledger Annual or multi-year envelops. Multi-year budgets are
5 Purchasing
—— Up to 3 crossed dimensions that may be dedicated, or shared particularly usable for investment budgets.
6 Inventory management or derived (grouping) from G/L or analytical ledger • Configurable workflow for approving various budget levels
• For a budget, unlimited number of versions, with a status • Reserves management, outcome amounts
7 Manufacturing (development, active, closed) • Expense control from commitments, electronic approval
management • Budgets transactions by direct entry or by updated records • Revisions, transfers between budgets
for tracking the changes • Procedure for closing with user definable carry-forwards
• User definable transactions • Off-budget lines management
• Automatic distribution of an annual budget per period,
with seasonally adjusted distribution rules 1.6.3 Expenses commitments
10 HR management • Automatic procedure for creating a budget version from • User definable function – input or import
another version, or a budget by another. Definition of budget • Linked to the purchase transactions, optional generation
11 Reporting and formulas (deferral of the initial budget, actual, reassessment of pre-commitments (from purchase requests), generation
business analytics by coefficients, etc.) of commitments (from purchase orders)
• For charges: • On request/order date or receipt forecast date
12 User workspace
—— Budget control from commitments, simultaneously • With/without non-deductible tax
13 Mobile web apps on up to 10 budgets • Pre-commitments balance while ordering, commitment
—— User definable workflow validation of commitments, with balance while receiving or invoicing
14 Administration, support signature approval cycle depending on whether the budget • Commitment control, with user definable signature workflow,
and connectivity is exceeded or not which may be different depending on whether the budget is
—— Management of key responses and actions, if no appropriate exceeded or not
response, if the required response time is exceeded, escalation, • Carry-forward of commitments from one year to another
etc. • User definable reporting comparing budget, pre-commitment,
• Standard inquiries comparing the budget, commitments and commitment and actual
actuals, with a configurable level of detail, audit trail justifying
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2 Fixed assets
2 Fixed assets
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Menu 2.1 Fixed asset management framework 2.1.3 Association of values

Fixed asset management in accordance with IAS/IFRS • Consistency of depreciation methods via an identification system
depending on the value:
2.1.1 Depreciation context and plans —— of the Fixed asset accounting code
2 Fixed assets
• epreciation context based on Accounting data model,
D —— or the Fixed asset family
3 Sales management to manage a Fixed assets data model in a currency, according
to a financial year and interim period schedule 2.1.4 Extended fixed asset record
4 Customer service • Accounting and fiscal depreciation context linked to the • Dual valuation and dual account posting, according to the
Company accounting data model: Company accounting repository and according to the Group
5 Purchasing
—— Chart of accounts to determine economic depreciation accounting repository
6 Inventory management —— Fiscal plan to determine accelerated depreciation or • Identification of Type of holding: “Owned”, “Leased”,
clawback “Rented”, “Franchised”, “Projected”
7 Manufacturing —— Minimum fiscal plan to determine deferrable depreciation • Business sector to manage VAT deduction rules
management and manage deferred depreciation • Visibility of the various depreciation plans on a configurable
• IAS/IFRS depreciation context linked to the IAS/IFRS timescale: option of automatic depreciation plan calculation
accounting repository (consolidated accounts) • Traceability of physical and analytical movements
• Ability to manage up to 15 depreciation plans per fixed asset • Traceability of renewals for “Franchised” assets
• Link to related physical element(s) for barcode registration
10 HR management
2.1.2 Depreciation methods and control stock count purposes
• Management of a large list of depreciation methods (Straight line, • Link to contract for “Leased” and “Rented” assets
11 Reporting and Declining, Residual, Gradual, Production Unit, Constant, Acceler- • Link to production plan for assets depreciated by
business analytics ated, etc) 1 Non-financial unit
• Depreciation method management by non-financial unit, • Management of data relating to vehicles in order
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determined by the rate of fixed asset usage to produce a preparatory statement for declaration
• Option to configure other depreciation methods
13 Mobile web apps
• Depreciation basis and method specific to each plan
and connectivity
1
See the documentation for the full list of depreciation methods per country
2 Fixed assets
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Menu 2.2 Fixed asset life cycle 2.3 Interim statements and closing
• Traceability of Capitalized expenditure • Interim statements according to the period breakdown
• Taken from records of purchase invoices and third-party of the Accounting repository, for provisional or final posting
2 Fixed assets supplier invoices of the depreciation and movements for the period
• Creation of Fixed assets from Capitalized expenditure • Traceability and reporting of fixed asset and depreciation
3 Sales management • Splitting of Capitalized expenditure transactions by account and by heading
• Grouping of Capitalized expenditure • Journal of detailed account entries
4 Customer service • Fixed asset breakdown management • Closure of fiscal year after application of annual VAT deduction
• Discounting of depreciable costs and depreciation bases, due to adjustments for partial taxpayers and registrants
5 Purchasing
additional credit notes or invoices or due to adjustments of VAT • Option of processing the first interim statements for the
6 Inventory management deductions following fiscal year before closure of the current fiscal year
• Commissioning of fixed assets • Ready-to-use reports to obtain your fixed asset position and
7 Manufacturing • Allocation of Fixed assets: geographical and analytical movements; BI universe with reports
management • Creation and updating of depreciation plans
—— Change of method: duration, mode, prospective or 2.4 Fixed asset stock count
retroactive, in accordance with plan standards • Records of registered physical elements
—— Impairment management, for recording a loss in addition • Physical element bearing the barcode registration, linked
to the loss recorded through depreciation to the fixed asset: n physical elements per fixed asset
10 HR management —— Revaluation management, according to market value or • Allocation and movement management at Physical element level,
by application of a coefficient with a validation phase to pass the movement on to the fixed
11 Reporting and • Splitting of fixed assets, for reallocation or partial issue asset: Change of location; Asset issue
business analytics • Intra-group transfers: spinoff, merger and demerger • Manage control stock counts, to check the validity of fixed
operations. Option of simulation before execution. asset accounts
12 User workspace
• Asset issue (sale, disposal, loss), with calculation of capital —— Collection of registrations with a Pocket PC (Windows
13 Mobile web apps gain or loss mobile) fitted with a barcode reader and Sage Inventory
—— These actions can be carried out individually in a Fixed Tools software to manage stock counts
14 Administration, support asset record, or applied in batch mode to a selection of assets —— Automatic comparison of stock count file and Physical
and connectivity —— Ability to run closing process in simulation mode elements records in order to identify and correct variances
or suggest updates
2 Fixed assets
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Menu 2.5 Fixed asset financing 2.6 Franchised asset management

• For leased or rented equipment: management of the lease or • For equipment made available to the company by a
rental contract: franchisor, generally a local authority:
2 Fixed assets —— Identification and characteristics of the contract; payment —— Management of franchise contracts and riders: extension
schedule of the franchise with effect on fixed assets
3 Sales management —— Generation of account entries for the company accounts and —— Calculation and posting of provisions for renewal
consolidated accounts: reprocessing of the fee if the asset is —— Financial depreciation
4 Customer service depreciated in the IAS/IFRS accounting data model —— Renewal of franchised assets and traceability of renewals
—— End of contract management: equipment returned to lessor —— Customer invoice creation on sale of fixed asset
5 Purchasing
or purchase option exercised by acquisition of the equipment
6 Inventory management —— Production of financial commitment reports
• Management of equipment subsidies:
7 Manufacturing —— Calculation of subsidies allocated to
management investment projects, posting
to fixed assets, calculation and
posting of the reintegration
10 HR management
11 Reporting and
business analytics
12 User workspace
13 Mobile web apps
and connectivity
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3 Sales Management
3 Sales Management
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Menu 3.1 Data Model 3.1.2 Sales representatives

3.1.1 Customers • Allocation of sales representatives‘ commission
• Customer breakdown: ordered, delivered, invoiced, group, by multi-criteria configuration
2 Fixed assets payer, risk and factor • Multiple sales representatives per order with
• Multi-address, multiple delivery points, multiple bank details automatic allocation
3 Sales management • Management of contacts by address • Management of targets by sales representative
• Management of discounts/bank charges • Allocation of sales representatives by market sector
4 Customer service • Multi-type and multi-due date payment modes, with management • Planning or recording of commercial actions
of alternative payment modes (appointments, calls, tasks, etc.)
5 Purchasing
• Reminder management: • Printing of commission allocation notes
6 Inventory management —— Multi-level reminders
—— On minimum threshold 3.1.3 Prospects
7 Manufacturing —— Individual or mass customer hold/release on multiple criteria • Prospect management and follow-up
management • Factoring • Sales contact follow-up
• Commercial and financial monitoring • Allocation to a market sector
• Minimum order value • Conversion to customer
• Customer credit control:
—— Real-time customer credit situation 3.1.4 Carriers
10 HR management —— Configurable credit control (Company, Folder, hold, etc.) • Carrier management
• Customer inquiry with audit trail ranging from general to detailed: • Pricing by weight and volume, by time slot and by region
11 Reporting and —— Commercial risk analysis by site, company or folder • Invoicing by threshold
business analytics —— Financial risk analysis by site, company or folder • Simulation tools
—— Aged trial balance inquiry
12 User workspace 3.1.5 Product categories
—— Multi-collective account inquiry
—— Recent transactions inquiry • Grouping of products with similar management rules
13 Mobile web apps
—— Commercial history inquiry • Rapid creation of a product inheriting the default management
14 Administration, support —— Customer prices inquiry rules and values for the category
and connectivity —— Customer installed base inquiry • Association of management rules relating to inputs and issues
• Association of configurable allocation rules
• Association of configurable valuation rules
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Menu 3.1.6 Products 3.1.8 Prices & Discounts

• In stock or not, management of serial numbers, lot numbers and • Configurable multi-criteria prices
sub-lot numbers • Price management by currency, coefficient, quantity
2 Fixed assets • Commercial products, service provision and after-sales or configurable formula
• Commercial bill of materials or kit type products with option • Management of free products
3 Sales management and variant • Inter-company prices
• Alternative and/or replacement product • Set sale price as a coefficient of purchase price
4 Customer service • Associated packaging (load preparation) • Prices applicable by date band - promotions
• VAT and parafiscal tax management • Prices applicable by line and/or by document
5 Purchasing
• Commercial information (base price, theoretical price, floor price, • Discounts and costs by line and by order, as a value,
6 Inventory management minimum margin, etc.) with entry control as a percentage, as a cumulative total, cascaded
• Loan, direct order authorization • Simulation of price application
7 Manufacturing • Audit trail inquiries ranging from general to detailed: • Archive of prices and discounts applied
management —— Price catalogue inquiry • Price catalogue
—— Stock inquiry by site • Price revisions
—— Product cost inquiry • Price import
—— Competing product inquiry and association • Price rules can be set based on the country
—— Product installed base inquiry and state of delivery
10 HR management • Tax code management within sales documentation
3.1.7 Units • Discount policy management for multiple tax levels
11 Reporting and • Stock units on the same sale documentation
business analytics • Packing units with fixed or variable conversion factors
• Commercial units (sales, purchases)
12 User workspace
• Configurable unit conversion rules for taking from another unit:
13 Mobile web apps unpacking, incomplete unit management, unit splitting
• Stock label management by packaging
and connectivity
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Menu 3.2 Inter-company/Inter-site 3.3 Commercial documents

• Automated management of commercial transactions between • User-configurable entry transactions (quick entry)
sites belonging to the same company or between sites • Configurable sales cycle:
2 Fixed assets belonging to different companies: —— Quote/Order/Invoice
—— Inter-company pricing and price recalculation —— Order/Invoice
3 Sales management —— Retail sale orders generated automatically from —— Quote/Order/Delivery/Invoice
purchase orders —— Order/Delivery/Invoice
4 Customer service —— Sale orders generated automatically from contract —— Delivery/Invoice
purchase orders —— Counter invoice
5 Purchasing
—— Inter-company invoicing with generation of purchase • Automatic or manual numbering
6 Inventory management invoice control on customer site • Unlimited links between documents
• Management of logistical transactions between sites • Management of printable text in document header,
7 Manufacturing belonging to the same company or between sites belonging footer and lines
management to different companies: • Identification by custom order code
—— Inter-site deliveries
8 Warehouse management 3.4 Commercial configurator
—— Inter-site receipts with inheritance of the stock
characteristics of the corresponding deliveries • Choice of products, options and variants
—— Customer or inter-site returns with inheritance of the stock • Creation of multi-level technical data and rules
10 HR management characteristics of the corresponding supplier returns • Incorporated into quotes and orders
—— Immediate inter-site stock movements for sites
11 Reporting and geographically close to each other 3.5 Quotes
business analytics • Management of inter-company credit levels and price controls • Entry/printout of quotes for customers or prospects
—— Delivery address, shipping site, delivery time on quote line
12 User workspace
—— Real-time margin calculation
—— Validation and signature process
13 Mobile web apps
—— User control of minimum margin and/or floor price
14 Administration, support and/or minimum value and/or quantity
and connectivity —— Querying and justification of prices applied
—— Validity date monitoring
—— Open quotes report
—— Pro forma invoice calculation and printout
—— Define rules and processes for sales quotes
—— Document counter for each type of sales quote
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Menu 3.6 Orders 3.7 Sales workflow

• Configurable order type: • Sales quotes, order, and open order to sign
—— Retail orders • Signed quotes, orders, and open orders
2 Fixed assets —— Loan orders • Historical sales quotes, orders, and open orders signed
—— Contract orders (delivery schedule, ahead/delay • Viewing the history of documents with an approval or rejection
3 Sales management management) • Cancellation of the signature action for a document
• Order entry/printout for customers and prospects with
4 Customer service automatic prospect to customer conversion 3.8 Allocation
—— Rider management • Customer reservation with validity end dates
5 Purchasing
—— Order progress • Posting of reservations on orders
6 Inventory management —— Querying and justification of prices applied • Manual or automatic stock allocation with configurable criteria
—— Total or partial quote conversion • Manual or automatic de-allocation
7 Manufacturing —— Delivery address, shipping site, delivery time, carrier, etc. • General or detailed allocation
management on order line • Stock-out management
• Delivery routing available, including mapping • Allocation inquiry
—— Real-time margin calculation
• Validation and signature process
—— Back order management
10 HR management —— User control of minimum margin and/or floor price and/or

minimum value and/or quantity
11 Reporting and —— Order book
business analytics —— Pro forma invoice calculation and printout
—— Direct purchase order (direct or receipt) or work order
12 User workspace
generation by line
13 Mobile web apps • Pre-payment management with option of order suspension
• Generate a sales order from a quote
14 Administration, support • Define rules and processes for sales orders
and connectivity • Document counter for each type of sales orders
• Manual hold on sales order
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Menu 3.9 Logistics 3.11 Invoicing

• Shipment preparation management • Configurable invoice type
• Automatic picking list generation or manual creation • Invoice printing with number of copies configurable
2 Fixed assets • List of products to be delivered by customer
• Run code management • Automatic or manual creation
3 Sales management • Full or part delivery of orders or order lines • Invoicing by customer, order, delivery note,
• Direct delivery of materials to a sub-contractor delivery point or period
4 Customer service • Load preparation management, for recording purposes • Printout of invoice statements by customer or period
or post-load preparation • Automatic or manual invoicing of service requests
5 Purchasing
• Load preparation list, load preparation labels (intervention, parts)
6 Inventory management • Picking list, delivery note, etc. printout • Automatic or manual invoicing of maintenance contracts
• Management of carriers and associated costs (revision by index in particular)
7 Manufacturing • Customer return management with or without quality control • Automatic invoicing of inter-company stock movements
management • Automated data collection (ADC) with handhelds
• Stock 3.12 Incorporation into accounts
• Upstream/downstream traceability (Batch, Serial no.) • Customer invoices
• Actual or projected stock inquiry with first availability date • Invoices for issue
• Detailed stock inquiry • Pre-payment management
10 HR management • Inquiry by storage site or consolidated inquiry • Stock movement posting

• Stock in transfer and transit inquiry (inter-site or inter-company) • Analytical dimension type management
11 Reporting and
business analytics 3.10 Loans 3.13 Tax
• Loan note entry and printout • VAT on debits and receipts
12 User workspace
• Open loan monitoring • EU Intra-community VAT
13 Mobile web apps • Traceability by serial number and batch number • Parafiscal tax by value and as a percentage
• Return management • Formulae applicable to parafiscal taxes (threshold, quantity, etc.)
14 Administration, support • Unreturned goods invoicing
and connectivity
3 Sales Management
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Menu 3.14 EU Exchange of goods declaration 3.15 Sales statistics: examples

• Customs nomenclature incorporation and product record • Sales Order turnover by product (by customer, family,
association interface sales representative, geographical area, etc.)
2 Fixed assets • Recording of data necessary for the exchange of goods • Sales Order turnover for the day
declaration (rules, natures, delivery conditions, etc.) • Invoiced turnover by product (by customer, family,
3 Sales management • Extraction function for transactions subject to declaration, sales representative, geographical area, etc.)
with option to modify extracted information
4 Customer service • Report for checking information subject to declaration
• Management of specific local features of the EGD
5 Purchasing
(Portugal, UK, Italy, etc.)
7 Manufacturing
management
10 HR management
11 Reporting and
business analytics
12 User workspace
13 Mobile web apps
and connectivity
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4 Customer service
4 Customer service
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Menu 4.1 Marketing 4.1.5 Phone campaign wizard

4.1.1 Competing products • Panel definition or retrieval
• Competitor product number management • Call breakdown by cross-referenced criteria
2 Fixed assets • Comparison of strengths and weaknesses by product • Call script definition and retrieval
• Feedback inquiry
3 Sales management 4.1.2 Call script • Access to detailed information to monitor the entire audit trail
• Production and modification of questionnaires
4 Customer service • Information collection during phone campaigns 4.1.6 Trade show wizard
• Assisted approval of third-party databases and participants • Exhibition characteristics entry
5 Purchasing
• Feedback inquiry
4.1.3 Marketing campaigns • Access to detailed information to monitor the entire audit trail
• Marketing campaign and scheduled budget monitoring
7 Manufacturing • Detailed campaign inquiry and multi-level monitoring of 4.1.7 Press campaign wizard
management current marketing operations enabling complete monitoring • Press campaign characteristics entry
of the entire audit trail • Feedback inquiry
• Microsoft Word mail merge available for quick and easily mass • Access to detailed information to monitor the entire audit trail
mailing of marketing campaigns; mail merge uses templates
you have stored, allowing for visuals to be included 4.2 Commercial action
10 HR management
4.2.1 Prospects/customers
4.1.4 Direct mail wizard • Main and temporary sales representative management
11 Reporting and • Recipient selection • Automatic handling of checks linked to conversion
business analytics • Handling of panels generated from advanced targeting of prospect to customer
• Sample display • For customers:
12 User workspace
• Message design or emailing retrieval —— Token credit and points debit management
13 Mobile web apps • Sending method selection —— Customer installed base inquiry
• Sent history creation —— Sold-to-party association
14 Administration, support • Feedback summary in table format • Planning or recording of commercial actions (custom
and connectivity • Access to detailed information to monitor the entire audit trail orders, tasks, appointments, calls, service requests,
warranty requests, service contracts)
• Global pre- and after-sales history inquiry for creation
of an audit trail
• Customer installed base inquiry
4 Customer service
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Menu 4.2.2 Participants 4.2.5 Tasks

• Independent participant management • Management of commercial actions other than calls
• Management of relationships with third parties, companies, sites, or appointments
2 Fixed assets users and accounts • Association with a custom order
• Market sector management • Requester delay alert management
3 Sales management • Customer/prospect/contact portfolio segmentation • Commercial action planning: custom orders, appointments,
• Manual or automatic multi-criteria allocation of main calls, service requests
4 Customer service and temporary sales representatives
4.2.6 Synchronization with MS Outlook
5 Purchasing 4.2.3 Calls • Contact synchronisation between Outlook and Sage X3
6 Inventory management • Incoming call recording or scheduling of calls to be made • Commercial action synchronization between Outlook
• Association with a custom order and Sage X3 (tasks, calls and appointments)
7 Manufacturing • Option of fuzzy date management • Workbench of records to be synchronized
management • Automatic call forwarding • Mass processing and update tracking option
• Call attempt management • One-click email from customer service functions
• Call number search • Access to solution functions from Microsoft Outlook client
• Price search (rich content and hyperlinks in emails)
• Call script running
10 HR management • Commercial action planning: custom orders, tasks, 4.2.7 Custom orders
appointments, service requests • Competitor management
11 Reporting and • Sales cycle monitoring from start to finish,
business analytics 4.2.4 Appointments with process automation
• Appointment scheduling • Associated custom order management
12 User workspace
• Association with a custom order • Handling of checks linked to quote creation
13 Mobile web apps • Option of fuzzy date management • Commercial action planning: tasks, appointments, calls,
• Multi-participant schedule conflict control service requests
14 Administration, support • Direct de-scheduling of conflicting participants • Quote history by custom order
and connectivity • Resource reservation management
• Meeting address search
• Commercial action planning: custom orders, tasks,
calls, service requests
4 Customer service
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Menu 4.3 Customer Support 4.3.5 Service contracts

4.3.1 ‘Sold to’ parties • Optional approval from a model contract
• Management of several ‘sold to’ parties per customer • Management of different service contract types
2 Fixed assets • Configuration of information held against sold-to-parties • Definition of area of application of cover, management of
charging threshold by installed base, component, skill
3 Sales management 4.3.2 Service providers (option of adding restrictive financial rules)
• Service provider partner skills management • Definition of cover, management of charging threshold
4 Customer service • Area of activity management by installed base, component labor
• Management of financial conditions of collaboration • Definition of area of application taking into account cost
5 Purchasing
constraints
4.3.3 Products • Automatic generation from sales movements
• Automatic generation of customer installed base on validation • Automatic creation from accumulation of purchasing credit
7 Manufacturing of sales movements • Automatic management of revaluations, renewals, etc.
management • Model contract specification (loan, warranty, service) • Invoicing schedule calculation
• Token credit and points debit management • Management of quality constraints by severity level
• After-sales bill of materials management • Automatic invoicing
• Product type: miscellaneous, spare part, labor, travel • Invoice, due date and payment history
expenses, service contract • Revaluation and renewal history
10 HR management • Automated stock issues on consumption of spare parts
managed in stock 4.3.6 Warranty requests
11 Reporting and • Warranty coupon management
business analytics 4.3.4 Customer installed bases
• Automatic generation and updates from deliveries,
12 User workspace
returns, etc.
13 Mobile web apps • Loan units installed base management
• Physical location management
14 Administration, support • Splitting by geographical location of installed base
and connectivity • Breakdown of results by customer type: direct customer,
wholesaler or retailer
• Associated service contract history
(applicable cover and warranties)
• Installation history
4 Customer service
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Menu 4.3.7 Service requests • Spare parts consumption and stock issue monitoring
• Option to allocate a sold-to-party per user • Knowledge base search for solutions
• Automatic allocation to skills family • Report entry
2 Fixed assets • Identification of installed base and associated after-sales

bill of materials 4.3.8 Knowledge base
3 Sales management • Option of allocation to: Search by: multiple key words, original request, solution, skills
—— dispatches family, employee, creation date, content
4 Customer service —— employee
—— queue 4.4 Decision aid tools
5 Purchasing 4.4.1 Marketing schedule:
—— commercial department
6 Inventory management • Automatic request coverage control • Multi-level view of active campaigns and operations enabling
• Automatic time-stamping complete monitoring of all activities
7 Manufacturing • Points consumption in accordance with flat rate and • Marketing campaign and scheduled budget monitoring
management additional debit rules
• Consumption options: 4.4.2 Diary - pre-sales workbench:
—— parts (stock management) • Graphical display of commercial activities (tasks, calls,
—— hours of labor appointments)
—— travel expenses • Daily, weekly or monthly views (days worked or working days)
10 HR management • Automatic invoicing • Commercial employee time management
• Solution identification and definition • Outstanding activities: appointments, calls, tasks, custom orders,
11 Reporting and • Operations planning and recording marketing campaigns
business analytics • Planning of actions to be performed and recording • Late activities alerts
of completed actions • Review prospect/customer and participant histories for each
12 User workspace
• Request status history type of activity
13 Mobile web apps • Modification history • Accelerated contact search on calling and call forwarding
• Escalation history function
14 Administration, support • Operations • Call script running
and connectivity • Automatic search for skilled, available employees • Audit trail, access to details of each activity
• Automatic search for skilled service providers in the area • Option to save reports
of competency • Third-party and participant search
• Schedule conflict control • Commercial action planning: custom orders, tasks,
• Resource reservation appointments, calls, service requests
• Operation address management
4 Customer service
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Menu 4.4.3 Diary - after-sales workbench

• Open and pending service requests • Operation planning or recording
• Pending and delayed operations • Plan actions to be performed and record completed actions
2 Fixed assets • Dispatching content • Service request tracking
• Employee and queue load statistics • Third-party or participant identification
3 Sales management • Temporary employee management • Inquiries:
• Search: —— service requests
4 Customer service —— for solutions —— queues
—— for service requests —— employees
5 Purchasing
—— by description —— skills
6 Inventory management —— escalations
7 Manufacturing
management
10 HR management
11 Reporting and
business analytics
12 User workspace
13 Mobile web apps
and connectivity
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5 Purchasing
5 Purchasing
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Menu 5.1 Purchasing data model 5.1.3 Products

5.1.1 Supplier • In stock or not, management of serial numbers,
• Supplier breakdown: ordered, invoicing, paid and group lot numbers and sub-lot numbers
2 Fixed assets • Multi-address and multiple bank details • Commercial products, service provision
• Management of contacts by address or sub-contract provision
3 Sales management • Management of discounts/bank charges • VAT and parafiscal tax management
• Multi-type and multi-due date payment modes, • Product reference, product description, units, minimum
4 Customer service with management of alternative payment modes purchase quantities customizable by supplier
• Commercial and financial monitoring • Identification of direct order suppliers by product
5 Purchasing
• Minimum order value • Inquiries with audit trail ranging from general to detailed
6 Inventory management • Multi-line orders —— Price catalogue inquiry
• Supplier quality monitoring —— Stock inquiry by site
7 Manufacturing • Supplier ranking —— Product cost inquiry
management • Supplier work-in-progress control: —— Competing product inquiry and association
—— Real-time work-in-progress status —— Product installed base inquiry
—— Configurable work-in-progress control (hold/release, etc.)
• Inquiries with audit trail ranging from general to detailed: 5.1.4 Units
—— Commercial risk analysis by site, company or folder • Stock units
10 HR management —— Financial risk analysis by site, company or folder • Packing units with fixed or variable conversion factors
—— Multi-collective account inquiry • Commercial units (sales, purchases)
11 Reporting and —— Recent transactions inquiry • Configurable unit conversion rules for taking from another unit:
business analytics —— Commercial history inquiry unpacking, incomplete unit management, unit splitting
—— Supplier prices inquiry • Stock label management by packaging
12 User workspace
• Supplier reminder by undelivered orders on outstanding products
13 Mobile web apps
5.1.2 Product categories
14 Administration, support • Grouping of products with similar management rules
and connectivity • Rapid creation of a product inheriting the default management
rules and values for the category
• Association of management rules relating to inputs and issues
• Association of configurable valuation rules
5 Purchasing
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Menu 5.1.5 Prices & Discounts • Customer or inter-site returns with inheritance of the stock
• Configurable price structure by supplier characteristics of the corresponding supplier returns
• Configurable multi-criteria prices • Immediate inter-site stock movements for sites geographically
2 Fixed assets • Price management by currency, coefficient, quantity or close to each other
configurable formula • Setup movement rules and processes to declare subcontracting
3 Sales management • Inter-company prices flows
• Prices applicable by date slots (promotions)
4 Customer service • Prices applicable by line and/or by document 5.3 Commercial documents
• Discounts and costs by line and by order, as a value, as a • User-configurable entry transactions (quick entry)
5 Purchasing
percentage, as a cumulative total, cascaded • Configurable purchasing cycle:
6 Inventory management • Simulation of price application —— RFQ (Request for Quotation)/Purchase request/Order
• Archive of prices and discounts applied —— Purchase request/RFQ/Order
7 Manufacturing • Supplier catalogue import —— RFQ/Order
management • Advanced purchasing cost management can include supply —— Order/Invoice
chain costs in total purchase costs —— Order/Receipt/Invoice
—— Order/Invoice/Receipt
5.2 Inter-company/inter-site transactions —— Direct invoice
Automated management of commercial transactions between • Automatic or manual numbering
10 HR management sites belonging to the same company or between sites belonging • Unlimited links between documents
to different companies: • User definable printable text in document header, footer and lines
11 Reporting and • Inter-company pricing • Custom order code identification by line
business analytics • Retail sale orders generated automatically from purchase orders
• Contract orders generated automatically from purchase orders
12 User workspace
• Sub-contract orders
13 Mobile web apps • Inter-company invoicing with generation of purchase invoice
control on customer site
14 Administration, support • Management of logistical transactions between sites
and connectivity belonging to the same company or between sites belonging
to different companies:
• Inter-site deliveries
• Inter-site receipts with inheritance of the stock characteristics
of the corresponding deliveries
5 Purchasing
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Menu 5.4 Advanced Purchasing Costs Management 5.6 Expenditure authorization

• APC (Advanced Purchasing Costs) enables users to • Real-time budget monitoring management
foresee the purchase costs for international imports using • Budget control (with warning or freezing) by value or quantity,
2 Fixed assets international standards (incoterm) or inland purchases with override limit by user
• Estimate the purchase cost of a good, along with the logistic • Configurable signature processes for purchase requests,
3 Sales management operations included in the supply chain orders and contract orders with additional process in the event
• 2 methods of managing APC: Landed cost coefficient, of budget overrun
4 Customer service Cost Structure • Main and deputy signatory management, switching
• Reconciliation between the Cost and the Additional Invoice • Workflow engine incorporated into the process
5 Purchasing
• On supplier order: purchase cost by line or total, detail by cost • Automatic generation of pre-commitment (purchase request)
6 Inventory management nature and commitment (order) entries
• Every step in the transportation of goods can be defined • Disengagement from the previous stage at every stage of the
7 Manufacturing by a cost with different cost calculation transaction
management • The cost structure is the list of costs for a transport, • Automatic generation of entries and direct posting of realized
including all of the steps. amounts on budget line (invoices receivable, credit notes
• Cost-structure affected by product, product-supplier, receivable, invoices, additional invoices and credit notes)
or product-supplier-site by site • Audit trail from Purchase request, Order, Receipt and Invoice
to corresponding accounting document
10 HR management
5.5 Request for Quotation/Call for tenders
• Request management (multi-product and multi-supplier) 5.7 Purchase requests
11 Reporting and • Request printout by supplier • Purchase request entry and printout
business analytics • Taking purchase requests into account • Querying and justification of prices applied
• Tender comparison • General or commercial purchase requests
12 User workspace
• Responses and reminders • Reorder suggestions taken into account
13 Mobile web apps • Price line generation • Requests for Quotation taken into account
• Manual or automatic purchase request balance
14 Administration, support • Order generation depending on authorization
and connectivity • Associated order inquiry
5 Purchasing
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Menu 5.8 Supplier orders 5.10 Logistics

• Entry and printout of supplier purchase orders or contract orders • Optimize freight cost and quantity optimization according to
with delivery schedule container capacity
2 Fixed assets • General or commercial purchase orders • Plan shipments based on product in a container and track the
• Rider management movement of that container from supplier to delivery location
3 Sales management • Pre-payment management • Supplier shipment coordination to reduce transportation costs
• Validation and signature process —— Identify other products and suggestions for the supplier
4 Customer service • Reorder suggestions —— View trends to order based on history in product usage
—— Purchase requests and sub-contract orders taken into account —— Container capacity freight costs estimating
5 Purchasing
—— Request for Quotations taken into account —— Container selection to identify weight and volume capacity
6 Inventory management • Automatic generation of direct orders from customer orders with —— Compare selected lines with available capacity
traceability (direct order or order on receipt) —— Manually enter weight & volume fields when needed
7 Manufacturing • Manual or automatic purchase order balance
management • Back order management 5.11 Decision aid tools
• Querying and justification of prices applied 5.11.1 Buyer’s workbench
• Order progress (traceability, receipt, invoices, etc.) • Consumption of suggestions and purchase requests
• Inquiries with audit trail: • Direct orders
—— Receipt and invoice inquiry • Supplier choice
10 HR management —— Consumed purchase request inquiry • Option to modify the usual direct order supplier
• Standard, inter-company or inter-site order generation
11 Reporting and 5.9 Purchase workflow
business analytics • Purchase requests, orders, and open orders to sign 5.11.2 Overall schedule
• Signed requests, orders, and open orders • Multi-site analysis by product family or product
12 User workspace
• Historical purchase open orders, and purchase documents • Critical orders highlighted
13 Mobile web apps signed • Order grouping
• History of documents on which there is an approval or rejection • Generation of orders, delivery requests or purchase requests
14 Administration, support • Cancellation of the signature action for a document.
and connectivity 5.11.3 Workbench
• Single-site, single-product analysis
• Order grouping
• Generation of orders, delivery requests or purchase requests
5 Purchasing
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Menu 5.12 Stock valuation 5.15 Receipts

• Cost monitoring • Direct receipt or receipt by order line picking
• Standard cost, Revised standard cost, Average unit cost, • Receipt of inter-site shipments or inter-company shipments
2 Fixed assets Average lot cost, FIFO, LIFO, last purchase price and • Receipt of sub-contracted services
simulated cost, standard price and simulated price • Detailed receipt or quick receipt on the dock with management
3 Sales management • Distribution coefficient of storage plans to supplement stock information
• Valuation of sub-contracted work-in-progress • Sub-contract stock issues
4 Customer service • Adjustment of supplier invoice (value, quantity, exchange rate) • Location, supplier or internal batch and
• Adjustment of additional invoice (carrier invoice) serial number management
5 Purchasing
• Receipt position (invoices, returns)
5.13 Stock • Stock label printing
• Traceability • Suspended movement and stock-out processing
7 Manufacturing • Actual or projected stock inquiry with first availability date
management • Detailed stock inquiry 5.16 Quality assurance
• Inquiry by storage site or consolidated inquiry • Batch and sub-batch number management
• Stock movement history inquiry • Serial number management
• Stock in transfer and transit inquiry • Use-by date management
(inter-site or inter-company) • Stock status management: accepted, rejected, inspected
10 HR management • Re-inspection date management
5.14 MRP calculation • Stock sub-status management
11 Reporting and • Point/periodic/inter-site reordering • Quality control record creation
business analytics • MRP calculation • Quality control procedures with analysis request
• Calculation according to safety stock • Expiry date management
12 User workspace
• Upstream and downstream traceability management
13 Mobile web apps
5.17 Returns
14 Administration, support • Creation of returns by selecting receipt lines or direct entry
and connectivity • Reincorporation of returned quantities on order
• Generation of corresponding credit note
5 Purchasing
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Menu 5.18 Supplier invoices 5.21 EU Exchange of goods declaration (EGD)

• Configurable invoice types • Customs nomenclature incorporation and product record
• Recording and checking association interface
2 Fixed assets • User authorization based on payment level authorization • Recording of data necessary for exchange of goods
• Invoice/Receiving slip/Order reconciliation declaration (rules, natures, delivery conditions, etc.)
3 Sales management • Credit note/Return/Invoice reconciliation • Extraction function for transactions subject to declaration,
• Additional invoices and credit notes with option to modify extracted information
4 Customer service • Breakdown of invoice footer elements by line • Report for checking information subject to declaration
• Value adjustment of stock movements according to invoice • Management of specific local features of the EGD report
5 Purchasing
variances (Portugal, UK, Italy, etc.)
5.19 Integration to accounts 5.22 Sub-contract management
7 Manufacturing • Invoices receivable • Sub-contracted service or production
management • Credit notes receivable (components or materials supplied and not supplied)
• Supplier invoices • Sub-contract bill of materials
• Pre-commitments and commitments with budget control • Sub-contract order
• Pre-payment management • Sub-contract lead time by supplier
• Stock movement posting • Suggestion and generation of sub-contract orders following
10 HR management • Posting of sub-contracted work-in-progress net requirements calculation
• Analytical dimension type management • Material reorder and deliveries
11 Reporting and • Allocations/De-allocations
business analytics 5.20 Tax • Sub-contract order consumption monitoring
• VAT on debits and receipts • Projected sub-contract cost calculation and inquiry
12 User workspace
• EU Intra-community VAT • Sub-contract cost price calculation and inquiry
• Parafiscal tax by value and as a percentage
13 Mobile web apps
• Formulae applicable to parafiscal taxes
14 Administration, support (threshold, quantity, etc.)
and connectivity
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6 Inventory Management
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Menu 6.1 Stock data model 6.1.6 Multi-location

6.1.1 Product categories • Location structure definition
• Grouping of products with similar management rules • Fixed or random storage
2 Fixed assets • Rapid creation of a product inheriting the default management • Location allocation policy
rules and values for the category • Location release policy
3 Sales management • Association of management rules relating to inputs and issues • Third-party stock management
4 Customer service • Association of configurable valuation rules 6.2 Quality Assurance
• Batch and sub-batch number management
5 Purchasing 6.1.2 Product base • Use-by date management
6 Inventory management • Technical information • Serial number management
• Management information • Stock status management: accepted, rejected, inspected
7 Manufacturing • Commercial information • Re-inspection date management
management • Stock sub-status management
6.1.3 Multi-unit • Quality control record creation
• Stock units • Quality control
• Packing units with fixed or variable conversion factors • Sampling management (ISO 2859)
• Commercial units (sales, purchases) • Expiry date management
10 HR management • Configurable unit conversion rules for taking from another unit: • Upstream and downstream traceability management
unpacking, incomplete unit management, unit splitting
11 Reporting and • Stock label management by packaging 6.3 Stock movements
business analytics • Receipt, quick receipt on dock, storage plan
6.1.4 Multi-site and multi-company • Internal movements, grouping, ungrouping
12 User workspace
• Inter-site and inter-company transfer order management • Shipment preparation
13 Mobile web apps • Inter-site reorder • Delivery (Order, picking list)
• Picking location and sub-contract location reorder • Load preparation (post-load preparation,
14 Administration, support manual load preparation)
and connectivity 6.1.5 Multi-warehouse • Customer and supplier returns
• Stock access control: • Stock counts
• By user group • Allocation plan to work-in-progress
• By transaction type • Grouping/Ungrouping
• Grouping of locations in warehouses
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Menu 6.4 Cumulative stock totals 6.6 Stock count management

• Physical stock • Stock count session management, incorporating stock
• Allocated stock count lists
2 Fixed assets • Reserved stock • Comprehensive perpetual stock counts by location, by product
• Controlled stock • Configurable stock count transactions
3 Sales management • Available stock • Reorder management
• Ordered stock • Calculation:
4 Customer service • Projected available stock —— economic order quantities
• Missing stock —— reorder points
5 Purchasing
• Transferred stock —— safety stock
6 Inventory management • Stock in transit —— maximum stock

• MRP calculation
7 Manufacturing 6.5 Stock inquiries • Periodic reorder
management • Summary stock schedule by period • Reorder when reorder point reached
• Detailed stock schedule • Preparation area reorder
• Inquiries with audit trail ranging from general to detailed: • Automated data collection (ADC) with handhelds
—— Stock by site
—— Stock by batch 6.7 Stock valuation
10 HR management —— Stock by serial number • Standard price
—— Stock by location • Revised standard price
11 Reporting and • Current stock • Simulated price
business analytics • Available stock • FIFO price
• Projected stock • LIFO price
12 User workspace
• Stock past use-by date or inactive • Weighted average price
13 Mobile web apps • Stock movements • Last price
• Allocation details
14 Administration, support • Expired stock
and connectivity • Traceability inquiry upstream, downstream,
by batch or by part
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Menu 6.8 Analysis tools

• Consumption analysis
• Histories
2 Fixed assets • Stock Valuation reports
• Stock turnover, etc.
3 Sales management
6.9 Integration to accounts
4 Customer service • Posting of stock movements with aggregation criteria
• Multi-dimension analytical incorporation
5 Purchasing
6.10 Additional on-premises capabilities
The following additional capabilities are available to custom-
7 Manufacturing ers opting for a private cloud deployment, either on-premises
management or partner-hosted.
8 Warehouse management 6.10.1 Automated data collection (ADC)

with handhelds
• Receipts
10 HR management • Miscellaneous entries
• Miscellaneous issues
11 Reporting and • Shipment preparation
business analytics • Stock changes (location and status)
• Inter-site transfers
12 User workspace
• Transfers to sub-contractors
13 Mobile web apps • Stock counts
• Storage on list
14 Administration, support • Location reorders
and connectivity
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7 Manufacturing
Management
7 Manufacturing Management
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Menu 7.1 Data model 7.1.3 Technical data management

7.1.1 Manufacturing management • Calendar and timetable management
• Association of categories and product families, etc. • Work center group management
2 Fixed assets • Different management methods (on order, from stock) • Work center management:
• Allocation of reorder policies, seasonality —— machine, labor, sub-contract center
3 Sales management • Data used for management control —— multi-work center
• Multi-production unit —— calendar exception management
4 Customer service • Association of attachments • Routing sheet management:
—— multi-routing sheet
5 Purchasing 7.1.2 Bill of materials management —— current operations
6 Inventory management • Multi-bill of materials (Commercial, Production, —— parent routing sheets

Sub-contracting, etc.) —— standard operations library
7 Manufacturing • Current bills of material —— change of units
management • Mass maintenance —— operation sub-contracting
• Manage changes on a product and bill of materials —— inter-operation scheduling principles
—— Control the use of a product for a version number in different —— plan association
flows (Sales, Purchases, Manufacturing, Subcontracting, Stock —— mass maintenance of technical data
issues) • Product and technical data configuration via configurator,
10 HR management also accessible in quote and sales order management
• Use of data generated by configurator
11 Reporting and
business analytics
12 User workspace
13 Mobile web apps
and connectivity
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Menu 7.2 Production launch 7.3.4 Inquiries

• Multi-product work order launch • Stock-in-progress by product
• Multi-level work order launch • Load stock-in-progress
2 Fixed assets • Feasibility test (trial kit) • Current projected stock
• Material and load updates • Material stock-outs
3 Sales management • Scheduling function • Material consumption
• Order smoothing • Industrial cost price analysis
4 Customer service • WO updating • Allocation details
• Production folder • Orders to be rescheduled
5 Purchasing
• Production monitoring (WO by WO or mass) • WO progress
6 Inventory management • Management without WO • Monitoring by WO
• Sub-contracted operations
7 Manufacturing 7.3 Decision aid tools
management 7.3.1 Overall schedule 7.4 Automatic processes
• Multi-site analysis by product family or product • Mass allocation/de-allocation
• Critical orders highlighted • Series WO re-planning
• Mass scheduling/un-scheduling
7.3.2 Workbench • Automatic launch
10 HR management • Single-site, single-product analysis • WO suspension/re-activation
• Order grouping • Direct work order
11 Reporting and • Planners’ and Buyers’ decisions and analysis • WO and/or mass operation shifts
business analytics
7.3.3 Production indicators 7.5 Reorders
12 User workspace
• Use of resources • Reorder when reorder point reached
13 Mobile web apps • Delay analysis • MRP reorder (on order, from stock):
• Lead-time analysis —— Configurable reorder policies (MRP, technical batch,
14 Administration, support • Operations output cover and seasonal safety stock)
and connectivity • Material output —— Requirement origin traceability (pegging)
• Production output • Inter-site reorders based on conclusion of contracts
between two partner sites
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Menu 7.6 Management control 7.8 Configure to order

• Valuation and overheads section definition • Custom order management and monitoring of production
• Projected cost calculation (standard cost, revised standard cost, (customized or special product)
2 Fixed assets simulated cost, budget cost) • Custom order creation from quote
• Production cost price calculation (projected/actual) • Custom order broken down by batch or task
3 Sales management • Stock-in-progress valuation (design, sub-contracting, production, costs, etc.)
• Variance analysis by product • Custom order line budget definition (entered or calculated)
4 Customer service • Work-in-progress accounting interface • Sub-custom order management
(stock movements and time spent) • Posting of purchases and time spent per custom order
5 Purchasing
• Multi-dimension analytical interface • Custom order progress monitoring
6 Inventory management • Projected, committed and actual budget monitoring and control
7.6.1 Change Control Management • Macro load schedule per custom order
7 Manufacturing • Manage all changes made to a product or system • Custom order balance sheet
management —— Enter a change, review the potential impact and send
to approval 7.9 Additional on-premises capabilities
—— Full traceability and security that changes are done only The following additional capabilities are available
by authorized users to customers opting for a private cloud deployment,
either on-premises or partner-hosted.
10 HR management
7.7 Planning
• Projected consumption management, 7.9.1 Weigh scale
11 Reporting and • Master production schedule (multi-site, use of macro bills of • Weigh scale definition in technical data
business analytics materials (Planning BOMs), macro routing sheets, operational —— weighing box and box grouping
plans, budget, simulation) —— scales authorized for different weighing stations
12 User workspace
• MRP calculation: • Material weight management during production process
—— Multi-site • Workbench for selection of work orders for weighing
13 Mobile web apps
—— Suggestion analysis • Management of different types of raw material
14 Administration, support —— Re-planning messages (Excipients and Materials QSP and Rectification materials)
and connectivity • ISH (Instructions, stock and handling) technical data sheet
• Weighing and weighing reconciliation
• Weighing status
• Interface with weigh scales
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Menu 7.9.2 Scheduling 7.9.4 Automated data collection (ADC) with handhelds
• Multiple options for highlighting delays, overloads, etc. • Material consumption
• Simulations on load • Production declaration
2 Fixed assets • Finite capacity scheduling calculation • Production time monitoring
• Graphical load analysis
3 Sales management 7.9.5 Application extensions
7.9.3 Manufacturing Project management • PLM Connector (Product Life Cycle Management)
4 Customer service • Integrated into all Sage X3 processes, • APS Connector (Advanced Planning & Scheduling)
• A project may be split up according to the different areas of • MES Connector (Manufacturing Execution System)
5 Purchasing
the project (e.g. a batch, phase, or a project task). Each task line • PM Connector (Plan Maintenance)
6 Inventory management constitutes one or more budget types • Reach Connector (European norm: Registration, Evaluation,
• Projects can also be broken down into sub-projects Authorization and Restriction of Chemicals)
7 Manufacturing • Before-sales and after-sales processes integrated through
management the workflow engine
• Tracking of project progress
• The running and actual budgets can be monitored in the
different budget sections
• The task line can be monitored in the form of a macro load
10 HR management • Financial for the management controller and operational for
the project manager
11 Reporting and • Snapshot function that freezes a status at a given time for
business analytics the purpose of analyzing its development
• Status of a project for all flows with the tasks remaining
12 User workspace
according to the various dimensions.
13 Mobile web apps • Visual alerts to identify problems
and connectivity
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8 Warehouse
management
This feature is not available in all regions at the same time.

Please consult with a local representative for details about your situation.
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Menu The following additional capabilities are available to 8.1.4 Communication

customers opting for a private cloud deployment, either
• Bar code use
1 Financial management on-premises or partner-hosted.
• Standard documents and labels
2 Fixed assets • Standard interfaces with other applications and with Sage X3
8.1 Data model • Communication with industrial equipment
3 Sales management 8.1.1 Multi-site and multi-consignor • Automated data collection (ADC) with handhelds
• Stock ownership management by consignor
4 Customer service • Multi-consignor shipment, location and receipt 8.2 Input
• Multi-site stock consolidation • Management of a portfolio of expected inputs,
5 Purchasing
• Multi-site shipment management receipt management
6 Inventory management • Management of suspensions and disputes
8.1.2 Product data • Automatic or manual addressing
7 Manufacturing • Product, container, consumables, hazardous materials type • Addressing near picking
management product management • Automatic compacting on receipt
• Stock unit, multi-container, multi-stacking pattern • Straight-through receipt and addressing
• Batch no., support no., serial no. management • Dynamic location management
• Turnover, allocation, prohibition and stock count • 5-dimensional address structure management
category management • Receipt by supplier EAN, SSCC and support no.
10 HR management • Container equivalents, incomplete unit percentage • Multi-product and multi-batch location management
• EAN code on product packaging and supplier EAN • Dock and carrier appointment management
11 Reporting and • Turnover category calculation • Projected load management
business analytics • Single-level kit • Supplier sampling management
• Stock traceability display • Receipt quality control management
12 User workspace
• Location positioning management
8.1.3 Location data • Cross-docking receipt management
13 Mobile web apps
• Warehouse type, multi-warehouse • Automated data collection (ADC) with handhelds
14 Administration, support • Multiple storage type: bulkhead, bulk, picking, bin, etc.
and connectivity • Location control
• Overflow and transfer warehouse management
• Single picking per container and single-batch picking
• Multiple picking per product and pivot picking
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Menu 8.3 Issues

• Management of a portfolio of delivery orders • Minimum FIFO management
• Delivery order partial preparation management • Projected load management
2 Fixed assets • Back order management • Required cross-docking management
• Commercial priority management, Emergency and stock-out • Pre-load preparation management
3 Sales management management • Issue movement re-addressing
• Date management (retention, sell-by date, use-by date, etc.) • Kitting management
4 Customer service • FIFO management by configurable dates • Automatic task creation and launch
• Creation and simulation of tasks • Carrier parcel no. calculation
5 Purchasing
• Manual load preparation • Reorder level definition for each picking location
6 Inventory management • Preparation order management • Pre-palletisation management
• Picking reorder management • Delivery order scheduling
7 Manufacturing • Preparation progress supervision • Cumulative transaction preparation (2 phases),
management • Statistics for the portfolio to be processed with or without pre-load preparation option
• Order Preparation • Cross-docking management (as a priority or on stock-out)
• Optimized movement of people and equipment • Independent production of composite goods (assembly order)
• Delivery order sequencing • Multi-picking management with or without traceability
• Batch no., rules, single batch issue management • Automated data collection (ADC) with handhelds
10 HR management
11 Reporting and
business analytics
12 User workspace
13 Mobile web apps
and connectivity
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Menu 8.4 Shipping 8.6 Pre-invoicing of logistical services (Geoplo)

• Shipping run management • Invoicing folder by consignor
• Shipment forwarding • Definition of headings, prices, services
2 Fixed assets • Cancellation of shipments and reintegration of stock • Logistical service pre-invoicing management
• Dock and carrier appointment management • Simulation, execution and sending of information
3 Sales management • Projected shipping load management
• Transport pre-invoicing 8.7 Directive assignments (Geomips)
4 Customer service • Handling unit management • Management of resources and their activities and schedules
• Transport cost simulation • Management of IT and handling equipment
5 Purchasing
• Automatic calculation of transport information • Definition of assignments and associated equipment
6 Inventory management from delivery order by resource
• On dock depositing of parcels and handling units • Definition of physical assignment areas
7 Manufacturing • Palletisation assistance • Withdrawal location
management • Traceability up to delivery • Allocation of assignments to human resources according
• Parcel and HU transfer on shipping dock to their equipment, authorization and location
• Proof of delivery (POD) report • Assignment statistics by resource and equipment
• Transport EDI
• Automated data collection (ADC) with handhelds 8.8 Picking or slotting enhancement (Mapping)
10 HR management • Dynamic picking location optimization
8.5 Stock • Seasonality calculation by product type
11 Reporting and • Transfer management with simultaneous collection • Issue projections
business analytics and consignment or in 2 phases • Calculation of an ideal category by product according
• Multi-criteria mass stock transfer to issue movements
12 User workspace
• Compacting in stock and reorganization • Calculation of physical rearrangements of the picking area
13 Mobile web apps • Stock count management by product, address or campaign according to logistical gripping and volume category
• Re-addressing of reorder balance • New picking allocations, reallocation with or without stock
14 Administration, support • Automatic stock adjustments transfer
and connectivity • Stock quality control management
• Preventative stock count procedure
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Menu The following additional capabilities are available 9.2 Recurrent contract
to customers opting for a private cloud deployment,
• Periodical invoice and/or service request
1 Financial management either on-premises or partner-hosted.
• Contract structure definition
2 Fixed assets • Maintenance contract
9.1 Project Management • Installed base missions
3 Sales management • Project management structure • Regular invoicing period
• Project template & projects link • Revision type definition
4 Customer service • Dependency of level • Generation frequency
• Definition of operations generated • Forbidden periods
5 Purchasing
• Internal & external view • Invoicing simulation
6 Inventory management • Detailed tasks/products defined on the lines
• Invoicing rules (Situation/Fixed Date/Steps…) 9.3 Service request
7 Manufacturing • Invoicing generation (invoice per project, per customer, • Operation of services
management entities…) • Generated by the situations
• Purchase, distribution, manufacturing, services lines links • Assigned or not to a resource
to the different processes • Assigned or not to a project
• Turnover and costs defined at the line level & aggregate • Approval process definition
to other levels • Time sheet transaction
10 HR management • Project review through situation • Expenses sheet transaction
• Saved situation • User Portal
11 Reporting and • Automated situation • Approval definition
business analytics • Generation of operations due to the situation (service request, • Definition of processes depending on operations entered
purchase, working order, invoices …) • Default value definition
12 User workspace
• Automated invoicing • Default operation definition
13 Mobile web apps • Manual adjustment of remaining time • Resource definition (default value, site, team, hourly rate…)
• User datasheet definition
14 Administration, support • Mass entry report activity
and connectivity • Situation update
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10 HR management

10 HR management
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Menu
The following additional capabilities are available 10.3 Total payroll and budget forecasting
to customers opting for a private cloud deployment, • Budget planning, portfolios defi nition, segmentation
either on-premises or partner-hosted. through companies, subsidiaries, branches, etc.
2 Fixed assets • Scenario defi nition, comparison, revision and reforecast
10.1 Personnel administration • Definition of detailed assumptions and global assumptions
3 Sales management Functional structure adapted to multiple entities • Variance analysis, operational indicators and KPI analysis,
and decentralised organisations: drill down from figures to detailed commitments
4 Customer service • Full detailed employee record with complete history • Time and activity management
• Pre-onboarding fi le and data review • Forecasting and tracking of work hours and costs
5 Purchasing
• Contract and legal documents generation • Attendance monitoring: leave, illness, accidents, etc.
6 Inventory management • Management of concurrent contracts, multiple occupations • Management of work hours, shifts and cycles, hours,
• (part time, seasonal activity, entertainment contract) bonuses, absenteeism totals and leave entitlement
7 Manufacturing • Health check-up, work permit and regulatory authorisations • calculation and valuation
management tracking, monitoring and relevant alerts • Predictive calendars or attendance history reports generation
8 Warehouse management 10.2 Payroll 10.4 Skills and competencies management

• Payroll preparation, payroll, statutory declarations • Skills and competencies tracking and mapping among
and annual reports employees
10 HR management • Accounting, payment management • Strengths and improvements analysis by company, subsidiary,
• Back-pay, regularisations branch
11 Reporting and • Adherence with training, expenses tracking, time • Jobs, roles and missions defi nition with skills requirements
business analytics and activity management and compensation package
• Performance management: skills assessment,
12 User workspace
training programs and skills transfers planning
13 Mobile web apps
and connectivity
10 HR management
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Menu 10.5 Training management 10.9 Analytics, reporting, dashboards

10.5.1 Training budgets • Built-in decision making tools with ability to query from any level:
• Budget wizard to define training plans and budget company, subsidiary, branch and any module
2 Fixed assets • Training needs, requests and auto detection • User dashboards and intelligence with standard KPIs covering
• Gross training costs calculation, budget control workforce, contracts, attendance, leave, compensations, etc.
3 Sales management • Library of predefined reports that centralise data and delivers on
10.5.2 Training programs demand
4 Customer service • Training path, organisation and tracking of training actions • Extensive library of business-oriented statistical reports
• Training catalogue accessible within self-service portal
5 Purchasing 10.10 Self-service portal for employees & management
10.6 Appraisals and interviews • Allows employees to interact with their data: employee record,
• Appraisal of goals and achievements leave, balances, schedules, expense claims, training requests,
7 Manufacturing • Performance assessment tools individual training programs, interviews, etc.
management • Skills review and training requests collection • Real-time access to key monitoring functions: leave, contact
• Provides a framework trough the self-service portal details, skills, etc.
for an interactive dialogue • Accelerates dialogue between back offi ce and subsidiaries
• Managers benefit from a global view of team and workforce
10.7 Profit sharing • Simple tracking of requests
10 HR management • Involve and reward employees in the company successes • Ease of exchange processes from payroll preparation
and performance to performance reviews
11 Reporting and • Calculate the distribution of incentives and profit-sharing
business analytics between employees
• Publish automated letters to rewarded employees
12 User workspace
10.8 Expenses management
13 Mobile web apps
• Expenses life cycle management
14 Administration, support • Online forms and refund procedure
and connectivity • Promote, check and control travel expenses policy
• Full process of approval workflow, payment and accounting
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11 Reporting and
business analytics
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Menu 11.1 Decision aid tools • Analytical functionality

Sage X3 provides a large set of features enabling users to analyze —— Slice & dice
data in a self-service manner and to take the right decisions. See —— Drill-down/drill-up through transactional data
2 Fixed assets “Administration and support” chapter for more detail. —— Filtering and grouping
—— Sorting and ranking
3 Sales management For companies that want to go further, Sage X3 is able to connect —— Queries and formulas
with any Business Intelligence technology. Two solutions are —— Geospatial analysis
4 Customer service available as options with Sage X3 and presented below. —— Exceptions and alerts
• Usability
5 Purchasing 11.2 Sage Enterprise intelligence (SEI) 5 —— Intuitive Web user interface
6 Inventory management 1 General presentation —— User self-service analysis

• Full Business Intelligence framework, integrating reporting, —— User self-service design of new report and graphics
7 Manufacturing dashboarding and budgeting features —— Dynamic data visualization (charts, gauges, maps)
management • Powerful Excel add-in enabling the use of Excel as a client —— Search engine
• Available on workstation and mobile devise —— Automatic distribution of reports and analysis
• Sage X3 Integration —— HTML, Excel, PDF export

2 Main features 3 Integration within Sage X3
10 HR management • Scope • Ready-to use example of data cube dedicated to sales
—— Multi-data source • Ready-to-use examples of processes and templates
11 Reporting and —— Real-time data / Online analysis • Audit trail from templates to Sage X3
business analytics —— OLAP processing
—— Excel integration (Full synchronization)
12 User workspace
—— Operates on mobile devices
• Main functions
13 Mobile web apps
—— Reporting, Dashboarding and KPIs
14 Administration, support —— Financial reporting and consolidation
and connectivity —— Budgeting
5
This feature is not available in all regions at the same time. Please consult with a local representative for details about your situation.
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Menu 4 Standard statistics examples 11.3 Additional on-premises capabilities

• Sales The following additional capabilities are available
—— Sales analysis & Sales invoices to customers opting for a private cloud deployment,
2 Fixed assets —— Orders, Deliveries & Returns either on-premises or partner-hosted.
—— Customer average payment days
3 Sales management • Customer service 11.3.1 Advanced BI powered by BusinessObjects
—— Tasks 1 General presentation
4 Customer service —— Phone calls • This solution uses on a built-in data warehouse fully
—— Appointments designed within Sage X3.
5 Purchasing
• Logistics
6 Inventory management —— Delivery performance 2 Main features
—— Inventory management • Scope
7 Manufacturing • Purchasing —— Data source (limited to Sage X3 database)
management —— Order lines • Main functions
—— Purchase invoice lines —— Reporting, Dashboarding and KPIs
—— Purchase return lines • Analytical functionality
• Common data —— Drill-down/drill-up through transactional data
—— Addresses —— Filtering and grouping
10 HR management —— Business partners —— Sorting and ranking

—— Products —— Queries and formulas
11 Reporting and • Financials —— Geospatial analysis
business analytics —— GL transaction detail —— Exceptions and alerts
—— GL transaction detail & pyramids • Usability
12 User workspace
—— Customer aging balance —— Intuitive Web user interface
—— Customer with overdue AR —— User self-service analysis
13 Mobile web apps
—— Budget entry —— User self-service design of new report and graphics
14 Administration, support • Manufacturing —— Dynamic data visualization (charts, gauges, maps)
and connectivity —— Planning (MPS, MRP) —— Automatic distribution of reports and analysis
—— Work order list —— HTML, Excel, PDF export
—— Work order detail (Routes)
—— Production report
—— Production variances
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Menu
3 Integration within Sage X3 —— Average quantity of receipts and issues
• Ready-to use data warehouse, preset universes organized —— Quality control history
by functional domains (Sales, purchase, inventory, production, —— % scrap
2 Fixed assets financials), designed using Sage X3 dictionaries (Dimensions, • Production

measures, prompts, data synchronization rules – Full or —— Analysis of delayed WOs
3 Sales management incremental mode) —— Work center analysis
• Set of reports by functional domains: Sales, purchase, —— Production analysis
4 Customer service inventory and productions —— Materials analysis
• Functional user rights inherited from Sage X3 —— Analysis of production cost prices
5 Purchasing
• Audit trail from templates to Sage X3
4 Standard statistics examples
7 Manufacturing • Sales management
management —— Orphaned product families
—— Sales by sales representative
—— Sales by product
—— Sales by customer
—— Credit note analysis
10 HR management —— Sales by custom order code

Purchase management
11 Reporting and —— Purchases by supplier
business analytics —— Purchases by product
—— Purchases by custom order
12 User workspace
• Stock management
—— Top N by period of active products
13 Mobile web apps
—— Top N of products with the greatest
14 Administration, support variation in volume or number of
and connectivity movements
—— List of products with no movement
in a given period
—— Product turnover
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12 User workspace
12 User workspace
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Menu 12.1 Home pages 12.2 Decision aid tools

• Users access to Sage X3 though landing pages 12.2.1 Decision aid tools
• Landing pages are designed to give the user an overview • Statistics based on trigger events defined
2 Fixed assets of the data and access to visual process maps. as a batch or in real time:
• Access to functions and data available is based on security rules —— multi-level analysis by up to 8 criteria
3 Sales management in place for the role and user. —— configurable interval (day, week, fortnight, month, etc.)
• Role-based landing pages can be personalized to suit the unique —— comparison of values and quantities over several periods,
4 Customer service needs of the individual user by the user or by the administrator rankings and classifications
—— Add and remove data to suit user needs —— graphical presentation and publication via portal
5 Purchasing
—— Change data within the page for quick access to most —— complete audit trail from cumulative total to detail
6 Inventory management relevant data • Standard integration of advanced Business Intelligence

• Navigation with always-on breadcrumb trail solutions
7 Manufacturing and keyboard shortcuts. • Transfer to Excel simply by clicking on any query screen
management • Inclusion of internal dynamic data in portal • Advanced marketing targeting:
—— Query results in table or graph format —— physical counts, extractions, merge data from the database
—— Statistics results in table or graph format —— direct mail generation or export of results to Excel
—— Calendars • Link explorer:
—— Menu favorites management —— manual or automatic hyperlink creation with configurable
10 HR management • Inclusion of external dynamic data in portal semantics between information

—— External URLs —— links can be defined by user group, viewed as a tree
11 Reporting and —— Notes structure for navigation by clicking. For example, a link
business analytics —— Documents (PowerPoint, Word, PDF, etc.) can be established between product and customer, with the
semantic “customer particularly satisfied with product”
12 User workspace 12.1.1 On-line help center
• Interactive in HTML, customizable 12.2.2 Inquiries
13 Mobile web apps
• Functional documentation (by function and in field) • Configurable inquiries:
14 Administration, support • Technical documentation (Data model, dictionary, entry points, —— in presentation (list and order of columns)
and connectivity detailed description of standard configurations supplied) —— in data selection (memos defined by users and/or jointly)
• Access to tutorials and videos —— audit trail can be followed at all levels
• Documentation published to a semi-public server • Integrated requester:
• Up-to-date documentation without user installation —— used to create inquiry screens on any table in the database,
or maintenance required with automatic or manual joins, sorting and selection, zoom,
• No sign in etc.
12 User workspace
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Menu 12.2.3 Printouts 12.3 Mobility Framework

• Based on Crystal Reports™: • Optimize Mobile presentation
—— a library of over 400 reports supplied as standard, • Customize the web app with WYSIWYG mode
2 Fixed assets incorporating specific legal reports for the legislations • Personalize the layout
supported • Application manager: installation and setup applications
3 Sales management —— automatic printout triggering, with configuration depending • Offline mode: allows users to create the expenses notes in
on context, real-time or deferred, with screen display “draft mode”. By returning to Online mode users will be able
4 Customer service (Web and client-server), on file, on printer to synchronize drafts with Sage X3
—— generation of Word, Excel, text, HTML, PDF files • Application update: At any time, users can reinstall applications.
5 Purchasing
This action guarantees that application is always up to date with
12.2.4 Search the latest updates.
• Based on Elastic Search™
7 Manufacturing —— Search feature allows users to easily find data or functions by 12.3.1 Microsoft® Office integration 2
management searching a keyword for the data that is included on the pages • Sage X3 integrates with Word, Excel, and PowerPoint
or select only a subset of the data searchable. Search excludes —— Plug-ins included to create a Sage X3 tab within your
content of attached documents programs for simplified integration.
• The plugin accesses Sage X3 as a client while applying
12.2.5 Online document storage access and user rights.
10 HR management • Document saving (Microsoft Office, Adobe PDF, and more) —— Meta data is available to define the data to read and
• Document sharing with defined teams or tagged for later access to set up filters.
11 Reporting and —— Document storage allows users to save their Word, Excel,
business analytics and PowerPoint documents to Sage X3.
• Integration examples
12 User workspace
—— Word: insert data into documents, create documents
13 Mobile web apps from Sage X3, and mail merge using templates
—— Excel: export data and create direct links between your
14 Administration, support data and workbook; data can selectively be refreshed
and connectivity —— PowerPoint: data integration, including import data and charts
directly into PowerPoint; the integration allows you to refresh
the data with the click of a button
2
This feature is only available for Windows Client environment with local Office installation.
12 User workspace
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Menu 12.3.2 Interactive graphical processes 12.4 Workflow engine

• Web interface is HTML 5 compliant for use with multiple • Configurable triggering, on any management event:
browsers —— message sending by any MAPI-compatible messaging
2 Fixed assets • Web browser functions, like back button or F5 to refresh the page, system (Outlook™, Lotus Notes™, etc.), SMTP/POP3
remain in place for intuitive user experience and ccMail
3 Sales management • Use —— execution of actions
—— Processes organized by role with which user groups are • Configuration by definition:
4 Customer service associated, enabling graphical, interactive, customized —— of the function triggering the transaction, and the
transaction representation. For example, a common portal operations involved (creation, modification, deletion,
5 Purchasing
can be created for buyers, different portals for each sales printing, validation, predefined action).
6 Inventory management representative, a portal for financial controllers, etc. —— of additional conditions (modified fields, selection from
—— Menu-based structure record content, launch parameters for printouts or tasks, etc.)
7 Manufacturing —— Integrated into the landing pages —— of the recipient list depending on the context (internal users,
management —— Tab definition by authorized user, by drag & drop from third parties identified by code and function within the
existing process list company)
• Process editor —— of message text and any attachments
—— Customizable fund management —— of reply conditions (contextual link to a function and data
—— Delivery of ready-to-use graphical element libraries linked to the original context, insertion of links to trigger
10 HR management —— Visual configuration (text font, color, frames, etc.) actions by clicking in the message, etc.)
—— Link to Sage X3 functions, URLs or published documents, —— of storage of information linked to the context in a log table
11 Reporting and for example company procedure documentation
business analytics —— Process menu configuration
—— Easily add pages to the favorites bar with one click for easy
12 User workspace
navigation to often used screens
—— All addresses included are easily mapped with Google Maps to
13 Mobile web apps
simplify navigation to customer sites or for routing of multiple
14 Administration, support sites
and connectivity
12 User workspace
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Menu 12.5 Customizing the interface —— Structure: This mode involves moving blocks and sections and
• Generators are used to define the following by simple all the elements contained within the blocks and sections. This
configuration: mode is useful for moving sections and blocks from one place
2 Fixed assets —— inquiry screens to another.
—— movement entry screens (presence of fields, number —— Preview: See your changes and how they will look with
3 Sales management of tabs, default rules) the page’s left and right panels
—— use of customized business vocabulary —— Content: A panel on the left where the structure is
4 Customer service —— user styles (for highlighting by color, font, background presented in a tree chart that can be folded and unfolded.
color, screen fields depending on context) —— Insert: a new block or a new section can be inserted
5 Purchasing
—— other interface elements (properties of each record,
6 Inventory management left-hand browse list, etc.)

—— Interactive graphical processes
7 Manufacturing • Vocabulary customizing function
management • Personalize mode allows users to configure
a page and landing pages to:
—— Change the order of information on the screen
—— Organize hierarchically groups of information into
stacked elements, tabs, or columns
10 HR management —— Hide elements or make elements a
collapsible block
11 Reporting and —— Change the widgets used for the input
business analytics of information
—— Change location of labels associated
12 User workspace
with data elements
—— Personalize pages with drag-and-drop
13 Mobile web apps
simplicity
14 Administration, support • Personalize icon displays a tool bar for users to modify
and connectivity the page design from the following options:
—— Display: Select an element, modify the appearance,
modify the position, modify the number of columns,
and move the element with drag and drop.
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13 Mobile web apps

13 Mobile web apps
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Menu Sage X3 is designed to be accessed by web browser, including 13.1.3 Sales Price Inquiry
smartphones, tablets, and desktop computers alike. For increased
• Sales price for a product, on a site, for a dedicated customer and
1 Financial management usability on devices with smaller screen sizes, like smartphones,
the requested quantity
special web applications have been created for increased usability.
2 Fixed assets • Displays the price details: the gross price, discounts, and charges
are used to calculate the net price by unit
The Mobile Web Applications are designed for use on smartphones
3 Sales management
like iPhone and Android devices.
13.2 Purchase
4 Customer service 13.2.1 Purchase – My Actions
13.1 Sales • Allows approving or reject requests, orders and open orders
5 Purchasing 13.1.1 Sales - My Customers • Each document type based on its status: signed or to sign
6 Inventory management • Displays a list of key customer information such as:
—— Customer notes 13.2.2 Purchase Price Inquiry
7 Manufacturing —— Contacts and addresses • Purchase prices for a product, on a site, for a dedicated
management —— Credit limit supplier, and the requested quantity
—— Orders with advance payments not received on time • Display the price details: gross price, discounts, and charges are
—— Orders exceeding the credit limit of the customer used to calculate the net price by unit
—— Blocked orders
—— Active quotes and quotes to remind 13.3 Available Stock
10 HR management • Order book, pending and late orders • Available stock for a product, on a site, for a dedicated date
• Deliveries to validate and to bill • Available stock consolidated in days, weeks or month
11 Reporting and • Return with or without credit memo expected • Available Stock by date: available for sales, including future needs
business analytics • Invoices validated and non-validated and resources
• Allocated payment and unallocated payments
12 User workspace 13.4 My Expenses
• Allows to block or unblock each document
13 Mobile web apps • Allows to block or unblock a customer • Entry of expense notes, attachment of electronic documents
• View approved and unapproved status of the expenses
14 Administration, support 13.1.2 Sales - My Actions
and connectivity • Allows approving or reject quotes, orders, and open orders 13.5 Fixed Assets
• Each document type based on its status: Signed or to sign • Access, track and manage physical assets
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and connectivity
14 Administration, support and connectivity
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Menu 14.1 General configuration 14.3 User and security management

• Folder concept • Administrators can access a landing page that allows manage-
—— used to define data structures and management rules ment of multiple functions from a single page. This includes
2 Fixed assets common to a set of companies assigning users to roles, groups, and collaborative teams
—— with folder types (operating, test, development) and • User definition
3 Sales management inheritance rules that can be defined between folders —— Administrator and sub-administrator definition by function
• Management rule definition —— User and messaging address hierarchies for workflow
4 Customer service —— by folder, company, site, user —— Set of definable settings by user
—— with rule inheritance • Access control
5 Purchasing
—— on functions, transactions, fields
14.2 Structure —— view, modify and execute access
• The software package is natively: • Information restricted depending on user
7 Manufacturing —— multi-company and multi-site —— by group of companies, company, group of sites, site
management —— multi-lingual —— by group of logical data (access codes to accounts,
—— multi-currency budgets, third parties, technical data, etc.)
—— multi-ledger —— by configurable user role (for example customer, supplier, sales
—— multi-legislation representative, payer, etc.); external third parties can be given
• It manages the following types of third party: access just to the information relating to them.
10 HR management —— multi-type (customer, supplier, carrier, representative, • Traceability and security
sold-to-party, service provider, etc.) —— Single login allows users to connect to multiple folders across
11 Reporting and —— multi-address legislations or folders for easy user management
business analytics —— multi-contact —— Compliant with corporate security tools like LDAP, OAuth2 and
—— multiple bank details Sage Id (Single password).
12 User workspace
—— multi-collective —— Option ‘Remember me’ (4 weeks) brings the same comfort to
13 Mobile web apps users than a strict SSO management of number of

simultaneous connections by account and user group
14 Administration, support —— user monitoring and configurable trace of operations
and connectivity performed by user
—— time-stamped trace of modifications
—— definition of user and messaging address hierarchies
—— Database-level traceability (triggers) with configurable
storage of values before and after modification
Sage X3
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Menu 14.4 Deferred tasks 14.6 Accounting engine

• Deferred query server for automated launching of functions, Any management document (invoices, stock movements,
in particular: payments, WIP, etc.) can generate entries in a configurable manner.
2 Fixed assets —— data integration/extraction These entries can be exported to external software or be integrated
—— deferred printouts directly into accounting. Option of multiple posting (for example
3 Sales management —— operation such as account closure, matching, into company accounts and IAS accounts).
MRP calculation, reordering, etc.
4 Customer service • Subscription definition on a monthly, weekly or daily 14.7 Connectivity between applications
frequency basis, with operating calendar management 14.7.1 Electronic Document Interchange (EDI)
5 Purchasing
• Deferred task launch and satisfactory completion control • Perform secured data exchanges for sales and purchase events
6 Inventory management —— monitoring screen • Handle universal EDI formats according to EDI partners,
—— task launch deadline companies or business partners rules
7 Manufacturing —— automatic interruption of tasks that take too long
management —— completed operations tracing 14.7.2 Import/export templates
—— task chaining • Used to import and export data in different formats:
—— task launch and control by depositing of files —— variable length with separators (spreadsheets, for example),
—— fixed length
14.5 Operational management • XML
10 HR management • Save functions • Code conversion tables
• Alert configuration (log files) • With over 100 standard templates provided:
11 Reporting and • Monitor —— basic records (third parties, customers, suppliers, products,
business analytics —— of batch tasks in progress bills of materials, etc.)
—— of connected users —— movements (orders, invoices, delivery notes, stock
12 User workspace
• Purging and archiving movements, budgets, entries, commitments, accounting data
—— Definition of information retention time before archiving for consolidation, stock reports, stock movements, prices, etc.)
13 Mobile web apps
and before purging in number of days or years • Definition of sequenced imports/exports:
14 Administration, support —— On-line viewing of archived data with the same reporting tools —— interfaces with remote databases (multi-site architecture,
and connectivity as for current data systems integration)
• Launch product updates with one click, patch from a .zip file
Sage X3
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Menu 14.7.3 Additional on-premises capabilities 14.8.1 Additional on-premises capabilities

The following additional capabilities are available The following additional capabilities are available to customers
to customers opting for a private cloud deployment, opting for a deployment of the solution on premises:
2 Fixed assets either on-premises or partner-hosted.
• All types of customization possible through the integrated
3 Sales management API definition in accordance with web services standards object 4GL or via web services to Sage X3 objects or
(WSDL/SOAP), invocation of external web services and methods (in any language on the market)
4 Customer service external publication of web services. • Dictionary customization (tables, screens, objects, data types)
with marking of objects or object elements with dedicated activi-
5 Purchasing
• Web Services testing to analyze bottlenecks and volume ty codes to ensure durability
6 Inventory management • Secure node.js platform for SOAP web services to improve cloud • Entry point access to all standard objects
compliance, deploy web services easier and keep compatibility • Eclipse development environment
7 Manufacturing with previous web services and subprograms
management • Use APIs in interactive mode, to manage HTTP call to an external
web server, Batch task creation, Send rich mails and manage
asynchronous calls
• Optimize exchanges based on data volume through load
balancing sessions
10 HR management
14.8 Customization
11 Reporting and • Complete the business logic possible through the integrated
business analytics object 4GL with new Sage X3 objects
• Complete the Dictionary with new tables, screens, objects, data
12 User workspace
types, with marking of objects or object elements with dedicated
13 Mobile web apps activity codes to ensure durability
• Update and upgrade management with protection and retention
14 Administration, support of specific features developed
and connectivity • Entry point access to new objects
• Use of standard component libraries
• Check customizations made within folder and validate
compliance with the update best practices tool
sagex3.com

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Sage X3

Product Update 9.0

Menu 1.1 Functional domains 1.2.2 Models and ledgers

Menu 1.2.5 Calendars 1.2.8 Business partner

Menu 1.3 G/L Accounting 1.3.2 Closing

Menu 1.4 Accounts payable / receivable 1.4.3 Credit management

Menu 1.6 Budgets accumulation by detail, financial data extraction including

Menu 2.1 Fixed asset management framework 2.1.3 Association of values

Menu 2.5 Fixed asset financing 2.6 Franchised asset management

9 Project and job costing

13 Mobile web apps

Menu 3.1 Data Model 3.1.2 Sales representatives

Menu 3.1.6 Products 3.1.8 Prices & Discounts

Menu 3.2 Inter-company/Inter-site 3.3 Commercial documents

Menu 3.6 Orders 3.7 Sales workflow

10 HR management —— User control of minimum margin and/or floor price and/or

Menu 3.9 Logistics 3.11 Invoicing

10 HR management • Inquiry by storage site or consolidated inquiry • Stock movement posting

Menu 3.14 EU Exchange of goods declaration 3.15 Sales statistics: examples

9 Project and job costing

13 Mobile web apps

Menu 4.1 Marketing 4.1.5 Phone campaign wizard

Menu 4.2.2 Participants 4.2.5 Tasks

Menu 4.3 Customer Support 4.3.5 Service contracts

2 Fixed assets • Identification of installed base and associated after-sales

Menu 4.4.3 Diary - after-sales workbench

6 Inventory management —— escalations

9 Project and job costing

13 Mobile web apps

Menu 5.1 Purchasing data model 5.1.3 Products

Menu 5.4 Advanced Purchasing Costs Management 5.6 Expenditure authorization

Menu 5.8 Supplier orders 5.10 Logistics

Menu 5.12 Stock valuation 5.15 Receipts

Menu 5.18 Supplier invoices 5.21 EU Exchange of goods declaration (EGD)

Menu 6.1 Stock data model 6.1.6 Multi-location

Menu 6.4 Cumulative stock totals 6.6 Stock count management

6 Inventory management • Stock in transit —— maximum stock

Menu 6.8 Analysis tools

8 Warehouse management 6.10.1 Automated data collection (ADC)

Menu 7.1 Data model 7.1.3 Technical data management

6 Inventory management • Multi-bill of materials (Commercial, Production, —— parent routing sheets

13 Mobile web apps

Menu 7.2 Production launch 7.3.4 Inquiries

Menu 7.6 Management control 7.8 Configure to order

This feature is not available in all regions at the same time.

Menu The following additional capabilities are available to 8.1.4 Communication

Menu 8.3 Issues

13 Mobile web apps

Menu 8.4 Shipping 8.6 Pre-invoicing of logistical services (Geoplo)

9 Project and job costing

This feature is not available in all regions at the same time.

This feature is not available in all regions at the same time.

8 Warehouse management 10.2 Payroll 10.4 Skills and competencies management

Menu 10.5 Training management 10.9 Analytics, reporting, dashboards

Menu 11.1 Decision aid tools • Analytical functionality

6 Inventory management 1 General presentation —— User self-service analysis

9 Project and job costing

Menu 4 Standard statistics examples 11.3 Additional on-premises capabilities

10 HR management —— Business partners —— Sorting and ranking

2 Fixed assets financials), designed using Sage X3 dictionaries (Dimensions, • Production

10 HR management —— Sales by custom order code

Menu 12.1 Home pages 12.2 Decision aid tools

6 Inventory management relevant data • Standard integration of advanced Business Intelligence