1. Introduction To Sage X3

Question 1

Introduction and Overview
What Is Sage X3

Answer 1

It is:
an Enterprise Management Solution.

it Connects all the Business Processes.

Data is shared and used by everyone in the organization who has access to Sage X3.

Question 2

Fast, Intuitive and Flexible

Answer 2

Sage X3 is a Software that provides businesses with Fast, Intuitive and Flexible Solutions.
Some benefits may be specific to your business or industrial.

Question 3

Powerful, Integrated, Solution

Answer 3

Globally Sage X3 is a Powerful, Integrated, Enterptise Management Software Solution.
It’s designed to support all your business processes, locally and internationally.
You can customize and adjust Sage X3 based on your Company’s rules and preferences.

Question 4

Control Your Business

Answer 4

Sage Business Cloud X3 helps you to take Control of your entire business from supply chain to sales.
- Supplier
- Buyer
- Product Designer
- Materials Planner
- Planned Manager
- Production Schedular
- Purchaser
- Stock Manager
- Sales Executive
- Accounting Manager

Question 5

Technology and Availability

Answer 5

Sage X3 uses the latest technologies.
You can connect to your business anytime and from anywhere.
Sage X3 versions are available on the Cloud and you can access the Solution from any browser and any Mobile device.

Question 6

Why Sage X3

Answer 6

The Sage X3 provides all the Capabilities of an Enterprise Management Solution.
It uses the most current technologies available.
Sage X3 supports all your business requirements and let’s you customize the Solution to meet your needs.
Sage X3 is accessible from the Cloud anytime, anywhere from all browsers and on all mobile devices.

Question 7

Enterprise Management Solution

Answer 7

Sage X3 is an Enterprise Management Solution, which means it integrates all your business processes and processing into one system.
All business processes such as:
Sales and Purchasing,
Manufacturing,
Inventory,
Accounting,
Fixed Assets, and
Customer Relationship Management,
run more efficiently when you use an Enterprise Management Solution because all the business functions and operations are managed and streamlined across a single integrated system.
Other major functions to take note of in the system are:
Change Management,
CRM,
AR/AP Accounting, and
Operating budgets.

Question 8

Shared Database

Answer 8

Sage X3 uses one single software system and Database.
All the Data required by every process is stored in this one Database.
And all user who need the Data has access.
Click each of the 3 Database records to get more information about the shared database:
Data 1:
Data flows smoothly and fluidly because all the processes are connected through the database.
For example, in a Sales Process, the Quote, Stock Allocation, Shipment, and Receipt of payment processes all use connected data.

Data 2:
All the users involved in a function have access to the same Data.
Generally, Data access depends on your role or responsibilities.
Key users for the sales process are the sales team, sales administration, stock managers and Accountants.

Data 3:
The Data you access is live!
So, when you make a change, it is implemented based on the timing of the function, which could be immediate or delayed.
Because the Database is Shared by all users, when you make a change, every user sees the change.

Question 9

End-to-end Integration

Answer 9

Sage X3 is an Enterprise Solution that connects all your business processes and uses one Database to contain all your information.
But how does it connect all these processes?
Your Sage Solution is built with functional Modules.
Let’s look at a model of how these Functional Modules relate to each other.
1) Common Database that provides basic data that feeds the Modules.
2) Business Modules such as:
Sales,
Purchasing,
Manufacturing/Costing,
Stock, and
CRM - aka Customer Relationship Management.
3) Finance & Accounting Modules such as:
GL - General Ledger Accounts
AP - Accounts Payables
FA - Finance and Accounting
AR - Accounts Receivables

Because all of the data and functionality are connected, processes and information flows smoothly.

Question 10

Sales Process Elements

Answer 10

Let’s see how people processing end data work together in Sage X3 Enterprise Solution.
As an example, we look at people, tasks and information related to a Sales process.
Database Shared by everyone with access to Sage X3.
Some of the data that we need to complete Sales and related tasks is:
- Price Lists,
- Prospective Customer Names,
- Customers, and
- Product Information.

Sales Process:
- Sales Team,
- Sales Administrators,
- Stock Managers, and
- Accounts Receivable Accountants.

All of these people need to complete tasks and use data related to our sample Sales process.

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Question 11

Sales Process teams responsibilities:

Answer 11

1) Sales Team:
In order to complete their tasks, they need to access the following Sales Process Elements from the database:
Prospects, Customers and Pricelists.

Functions:
- Manage Prospects,
- Reference Customers,
- Manage Pricelists,

• Set up Quotes/ Proposals
• Set up Contracts.

2) Sales Administration:
To support functions, they need to access the following sales elements:
Pricelists, Prospects, Customers and Products.

Functions:
- Manage Customer Database,
- Manage Product Database.

• Enter and track Sales Orders.
• Issue Pro-forma Invoices.
• Issue Sales Invoices, and
• Delete requests.

3) Stock Managers:
Need to access the following Sales process elements:

Products. Functions:
- Prepare orders.
- Track loans, and
- Track Customer returns.

• Process Shipments
• Stock Allocations,
• Returns Processing, and
• Packaging.

4) Accounts Receivable Accountants:
Must access the following Sales Process elements:
Customers to manage the Invoices and Payments.

Functions:
- Post Invoices into Accounting,
- Record Credit Notes/ Memos, and
- Record Customer Payments.

• Customer Reminders,
• Open Items,
• Payments, and
• Journals.

Question 12

Sample Process Flow

Answer 12

Let’s take a look at the Sale Process Flow:

1) Sales Person access the Database to find a Prospective Customer.
They use the Pricelist also in the Database, to create a Quote or Manage the Quote.
The Prospect becomes a Customer when they accept the Quote.

2) The Sales Administrator checks the Database for the Stock and turns the Quote into a Sales Order stored in the Database.

3) The Stock Manager checks the Database for the Order Details and create a Shipment.

4) The AR Accountant uses the information in the Database to Invoice the Customer and record the Payment.

Question 13

Topic 1 Completed

Answer 13

Click Next to move to the next chapter.