This is the first lesson in the series Learning Sage X3 - a Consultants Perspective. In this series, I am going to guide you through my training on Sage X3. This is high-level overview coming from my perspective of learning Sage X3. To start off I will go over and outline key terms/vocabulary that is useful when using Sage X3. This series will be based on Sage X3’s product update 11. For older versions of X3 refer to Joe Noll's blog series 14 Days of Sage X3.
Common Sage X3 Acronyms
- BP – Business Partner(s)
- A/P- Accounts Payable
- A/R- Accounts Receivable
- CRM- Customer Relationship Management
- BOM- Bill of Materials
- G/L: General Ledger
- RFQ: Request for Quote
- RMA: Return Merchandise Authorization
- MRP: Material Requirements Planning
- WIP: Work in Progress
- UBD: Use by Date (Inventory)
- PU: Product Update
Key Sage X3 Terms and Definitions
- Company – represents the business or firm. A company can have multiple sites.
- Site – represents the sub-entity within the company. This can be a location, warehouse, or another facility. Example: X Company has a Finance Headquarters (Site A). The Finance site has a Stock Site (A1), Manufacturing Site (A2), Purchase Site (A3), and a Sales Site (A4).
- Legislation – allows you to change settings and records to specific legislations. Allows for unique regional processing – USA term codes specifically used for USA transactions, etc.
- Chart of Accounts – a set of numerical codes used to identify all of the ledger accounts in the financial module of the system.
- Parameters – settings influencing how Sage X3 functions and how it is structured. Can be used for activating and deactivating functionality in the software.
- Activity Codes – helps track customizations and activities in the system such as tables, views, fields, options, etc.
- Statistical Groups – Used to organize, sort, and group products, customers, and suppliers. The maximum number of five statistical groups. Activity Codes are used to increase or decrease the number of statistical groups. For example, please reference the screenshot below. This is the statistical groups for a keyboard. Notice how it is categorized:
- Fixed Assets – asset management system covers assets like property, plant, office equipment, and more. X3 calculates depreciation, offers tracking, planning, reporting, and more.
- Entry Transaction – controls aspects if the entry process and manage the available fields before entry of screens. Found for all modules under Setup. Can customize elements, hide or display fields, and automatically print crystal reports.
- Print – used as a tool for report requests from the client. Please refer below to what the Print function looks like in Sage X3 PU 11. The print option will be located on the right side of your screen.
- Batch Server – Used in X3 for system performance to accept requests and transaction processing.
- Database – Sage X3 supports Microsoft SQL Server as well as Oracle. Also, can be used for reporting and business intelligence.
This high-level overview should provide a foundation we continue to outline the basics of Sage X3 and additional functionalities in subsequent blogs.
Stay Tuned for Day 2
This is the first post in Learning Sage X3. The next post (Day 2) will cover General Navigation and User Interface within Sage X3, the next blog in this series will post on September 26th, 2017
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