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2010
V6.1
Training Course
Course CB101: Introduction to Sage ERP X3
Course Map
Sage ERP X3 Fundamentals
CB
CB
101
CB 101
101
Introduction
Introduction
Introduction
You
Are
Here
(1
(0,5
(1 day)
day)
day)
(0,5
day)
CB 102
Functional
Functional
Overview
(2,5
(2,5 days)
days)
FIN
FIN 201
201
Finance
(4
(4 days)
days)
CB 203
Common
Common Tools
Tools
(3 days)
OPE
OPE 201
201
Distribution
(3
(3 days)
days)
OPE 202
Inventory
Inventory
(2 days)
3 / Sage 2010
OPE
OPE 203
203
Manufacturing
Manufacturing
(3 days)
Distribution
Contracts (Purchasing and Sales)
Loan Orders
Packaging & Shipment Preparation
Purchasing Signature Management
Sales and Purchasing Prepayments
Sales Reps and Commissioning
Sourcing: RFQs, Responses
Carrier Management
Inter-Site and Intercompany Transactions
Invoice Elements (Purchasing & Sales)
Kits, Options & Variants
Price List Management (Advanced)
Manufacturing
Advanced Global Manufacturing
Finance
Finance
Bank Communication & Reconciliation
Budget Control/ Analytical Budget
Financial Data Extraction
Statements & Reminders
Automatic Journals & Dimension Defaults
Service Fee Appointment
Advanced Payment Transactions
Month and Year End Processes
Inventory
Allocation Rules (Advanced)
Stock Counts
Serial Number Management
Dynamic Location Mgt & Replenishment
Internal Movements & Put away Plan
Valuation Methods and Price Adjustments
and cost calculations
MRP, MPS and Statistical Reordering
Quality Control & Sampling
Analytical Allocations
Purchasing Subcontracts
Pre-Allocations (Pegging Function)
Radio Terminals
Manufacturing
Production Costing and WIP Posting
Manufacturing Subcontracts
Configurator
Weighing
Optimisation ILOG
Fixed Assets
Multi-Legislation Set Up
Operating Budgets
Retention
Accruals (KIK)
Stock Interface
Pre-Consolidation
Factoring
Course
Map
CRM
Marketing Activity
Introduction
Objectives
At the end of this training session you will have acquired
reasonable knowledge of the position and use of an ERP
system in the enterprise and how the key actors typically use
the system.
You will know what the main characteristics of the SAFE X3
platform are, and how you can use them to leverage the
system.
You will be capable of connecting to Sage ERP X3, of
navigating through the software using all possible devices at
hand.
You will be able to create, modify and view basic data in the
software.
4 / Sage 2010
Connecting to X3
The Windows Client
Connecting through the Web
Application Architecture
Environments and Folders
Languages and Users
Companies and Sites
Functions and Modules
5 / Sage 2010
Contents
6 / Sage 2010
ERP
7 / Sage 2010
ERP
Inventory
Management
Setting targets
Reporting balances
1960s
Material
Requirements
Planning
Manufacturing
Resource
Planning
Enterprise
Resource
Planning
Raw material
requirements
Raw material
requirements
Operations Planning and
scheduling
Resources
Distribution
Inventory
Finance
Marketing
1970s
MRP
1980s
MRPII
Which product?
Enough capacity?
When?
How many?
Which priority?
Which price?
8 / Sage 2010
1990s
ERP
Software
Provides access to
common functions
via a desktop
client
Provides more or
less flexibility
9 / Sage 2010
Business
Solution
Addresses
enterprise
requirements
(Customized)
Services
Provides a pool of
services people,
businesses or
other applications
choose from
10 / Sage 2010
An Example of Enterprise
Key Users: Sales
Sales Force
Sales Administrators
Manage prospects
Reference customers
Manage price lists
Set up quotes / proposals
Set up contracts
Price Lists
Prospects
Contracts
SOs
Customers
Invoices
Quotes
Products
Del. Requests
Stock Allocations
Stock Managers
Prepare orders
Process shipments
Track loans
Track customer returns
11 / Sage 2010
Reminders
Shipments
Open Items
Returns
Payments
Packaging
Journals
Accounts Receivable
Accountants
Price Lists
Quote
Open Items
Packaging
Sales Order
Journals
Shipment
Stock Allocations
Salesperson
Sales Admin
Invoice
Customer
Return
Stock Manager
Credit Note
Stock Manager
Sales Admin
12 / Sage 2010
Payment
Accountant
13 / Sage 2010
SAFE X3 Application
Architecture
14 / Sage 2010
SAFE X3 SERVER
A Strategic Development
Platform
for Several Applications
Web Browser
NetVibes
Office Integration
User Portal
Visual Processes
SAGE ERP X3
Sage GEODE
Warehouse
Management
System
Sage FRP
Fixed Assets
Sage Human
Resources
Management
AddOns
Application Server
Other Components
Administration Tools
Workflow Engine
Metadata
Report Server
Imports/Exports
Batch Server
Requester
Business Intelligence
LDAP / Authentication
Runtime
15 / Sage 2010
16 / Sage 2010
17 / Sage 2010
18 / Sage 2010
X3 Users
IP Port
Folder
Server
Language
IP Port
X3
(Reference Folder)
Database
TEST
Test Folder
19 / Sage 2010
PILOT
Pilot Folder
LIVE
Live Folder
X3 Users
URL
User
Language
IP Port
Database
20 / Sage 2010
Application Architecture
21 / Sage 2010
Application Architecture
X3
Database
(Reference Folder)
IP Port
Inheritance
Runtime
Creation
TEST
PILOT
Test Folder
LIVE
Pilot Folder
Live Folder
Copy Tools
Rules
Parameters
Dictionaries
Developments
Data
22 / Sage 2010
Application Architecture
X3
(Reference Folder)
TEST
Test Folder
PILOT
Pilot Folder
LIVE FOLDER
LIVE
Live Folder
Company 1
Financial Site
Warehouse
23 / Sage 2010
Factory
Company 2
Financial Site
Financial Site
Warehouse
Factory
Supervisor
Common Data
Inventory
Purchasing
24 / Sage 2010
Sales
Manufacturin
g
General
Accounting
AP/AR
Fixed Assets
Specif
cs
Developme
nts
25 / Sage 2010
Users in X3
Users are defined in X3 with a 5 characters code
Various data is provided
A log-in code
A menu profile
Access rights
Values of parameters set per user
Contact details
Print output destinations
Managers
26 / Sage 2010
Connecting to X3
Start X3
Run Safe X3 Client v1
Select a folder
Application : v6 DEMOPRM (30060)
Select a language
Language : English American
Confirm
Click on button
27 / Sage 2010
Navigation in X3
First X3 screen
Menu
Favorites
Add Content
Selecting an X3 Function
Function Screens
Left Lists/Quick Select
Buttons
Status Bar
Icons
29 / Sage 2010