COURSE OUTLINE

Sage X3 Distribution

Sage X3 Training Curriculum

Classroom Training

Sage X3 Fundamental Course: Inventory

The main goal of this course is to be able to manage inventory characteristics and Inventory Flows. You will be able to manage products categories, products, product tables, statuses, units, locations and inventory transactions like receipts, issues, inter-site transfer, assembly and disassembly as well as some periodic processing. Course duration

This course is scheduled for three (3) days from 9:00 till 16:00.

Course pre-requisites

Introduction & Overview

Common Tools Fundamentals

Who should attend?

Consultants on Sage X3

Topics Covered

1. General Presentation Flows and their impact on the stock ERP scope

2. Technical Bases Stock line definition Stock journal

3. Parameter setting Statistical groups Stock Status Units UOM conversion Stock management rules

4. Common Data Product category Product

Product-Site Production BOM alternative (BOM Codes) Production BOM Location type

5.Receipt Flows Transactions Dock receipt Labelling Miscellaneous receipts Issues

6. Issue Flow Negative stock Automatic Determination Miscellaneous Issue Modification

7. Mixed Flow Inter-site transfer Assembly Disassembly

8. Inventory functions Stock change Stock count

9. Periodic processing Cost adjustment Value change Purge Stock History Periodic validation Lot modifications ABC class calculation Stock valuation report

10. Inventory Inquiries 11. Utilities

Sage X3 Fundamentals Course: Distribution (Part 1 – Purchasing)

The main objective is to be acquainted with purchase concept managed in Sage X3 and to generate different flows from the purchase request creation to the invoice. You will realize the purchases high integration level in Sage X3 with the interaction with sales, stock, manufacturing and accounting modules. Course duration

This course is scheduled for three (3) days from 9:00 till 16:00.

Course pre-requisites

Introduction & Overview

Fundamentals Common Tools

Inventory Fundamentals

Who should attend?

Consultants & Project Managers on Sage X3

Topics Covered

Main purchase flow Sites and companies for purchases

Purchase request Entry transaction Pre-requisites Purchase request creation Possible actions after a purchase request

Request for quotes Requests for quotes Responses Reminders Price list generation

Planning and ordering Enterprise planning Planning workbench Grouping

Purchase Orders Product features for purchases Supplier features for purchases Supplier order process Back-to-Back orders Inter-Site and Inter-Company orders

Buyer planning Definition Entry transaction Working with the buyer planning

Receipts

Entry transaction Receipt origin

Returns Entry transaction Purchase returns

Purchase invoices and credits Invoice process

Utilities Utilities Inquiries

Sage X3 Fundamentals Course: Distribution (Part 2 – Sales)

The first objective is to get to know the sales concepts managed in Sage X3 and to run various flows from creating a prospect to printing customer invoices you will note the high integration of sales in SAGE X3 as well as its interactions with the “purchasing”, “accounting”, and “stock” modules. Topics Covered

Main sales flow Sites and companies for sales Quote Management

Process for managing a prospect Process for creating a quote Process for managing a sales price

Order Management Strategic “Product” attributes for sales Strategic “Customer” attributes for the order Order creation process

Delivery management Allocation Delivery creation process

Invoicing management Invoice creation process

Reverse Logistic Reversing processes Return management Credit memos management

Credit Control Inquiries

Utilities Inquiries

Sage X3 Advanced Course: Inventory (Part 1)

To allow trainees to have a deep understanding of how to parameterize and use serial numbers, quality control, tools and replenishment of inventory flow, management of inventory and valuation allowances and intelligent management of sites with examples of complete flows.

Course duration

This course is scheduled for four (4) days from 9:00 till 16:00.

Course pre-requisites

Introduction & Overview

Fundamentals Common Tools

Fundamentals Inventory

Who should attend?

Functional & technical consultants

Topics Covered

INV201: ALLOCATION RULES 1. General presentation

Presentation of process flow Definition of the allocation principle

2. Allocation Global (Warehouse) Detail (Lot/Location)

3. Impact level of the allocation Sales Production

4. Setting up allocation rules Allocation rules Product category Managing shortages

5. Allocating in the flows Sales Order Allocation functions Delivery Work Order

INV202: STOCK COUNTS 1. General presentation

Requirements Process

2. Parameterization Count Entry Transaction Inventory

3. Common Data Product-Site

4. Inventory Counts Physical count calculation Stock to count Inventory sessions Counts Stock being counted

5. Counts (Resumed information)

INV203: SERIAL NUMBER MANAGEMENT 1. General presentation

Requirements Activity codes and parameters

2. Common data Product Category, Product, Product-Site

3. Stock Issue General Quality Control

4. Functions Purge serial numbers (Periodic processing) Purge Traceability (Periodic processing) Resynchronization & stock control (Utilities)

5. Inquiries Serial numbers Stock details Locations

Sage X3 Advanced Course: Inventory (Part 2)

Topics Covered

INV206: VALUATION METHOD AND PRICE ADJUSTMENT 1. General presentation

Purpose Value Calculation Cost breakdown

2. Movements Stock valuation principle Unit price / Rounding Second Valuation Method

3. Entries valuations Value Entry Valuation Exception

4. Inventory Value change function Stock valuation report

5. Issues Issues valuation Margin Calculation

6. Specific flow Inter-site flow Inter-site subcontracting flow Correction flow

7. Adjustments Receipt price Adjustment Over-absorption

Price Issue Adjustment 8. Other features

Cost Variance Cost Adjustment

INV208: LOT MANAGEMENT, QUALITY CONTROL & SAMPLING 1. Statuses management

Principle Stock management rules Statuses and location

2. Lot and sub-lot Principle Lot management Settings Lot number Lot modification

3. Recontrol and expiration Dates Settings Recontrol and status change Expiration and MRP

4. Traceability 5. Potency management 6. Quality control

Quality data and settings Mandatory Q status Quality request

7. Quality sheet 8. Sampling 9. Inquiries

Quality Control Responses Technical Sheet History

INV209: REORDERING, REPLENISHMENT AND STORAGE PLAN 1. Dynamic Locations Replenishment

Replenishment Process Creating Location types, locations Assignment of a product to a location Replenishment Calculation & Using Reorder plan

2. Storage Plan Storage Plan (Put-Away Plan) Process General Parameter & Entry transaction Location type: Dock Using Storage Plan

3. Reordering Basic Manual Reordering Statistic Reordering

Sage X3 Advanced Course: Distribution (Part 1)

Attend this training to get the capacity to configure and deploy advanced elements of Purchasing and Sales modules of Sage X3. Course duration

This course is scheduled for four (4) days from 9:00 till 16:00.

Course pre-requisites

Introduction & Overview

Fundamentals Common Tools

Fundamentals Inventory

Fundamentals Distribution

Who should attend?

Functional & technical consultants

Topics Covered

DIS201: PRICE LIST MANAGEMENT 1. Setup (Purchasing and sales) 2. Initial setup of prices

Price structures Pricing setup Other setup menus (price reasons, activation)

3. Daily use of price lists Entering a new Price Modifying an existing price record Searching for a price Application in order entry

4. Processing of Sales prices Generating a catalogue Updating prices Defining the parameters to be modified Processing

DIS202: PURCHASING SIGNATURES 1. Definition of workflow assignment rules in the signature circuit 2. General setup

Presentation of process flow Presentation of assignment rules

3. Setup of signature rules Entry of rules into the header Assigning users Creating delegated users Setup of workflow monitor

4. Standard workflow rules Signing purchase requests Signing purchase request lines

Signing purchase orders Signing open orders Signing open orders in

DIS203: CONTRACTS 1. Contracts Purchasing Orders

Parameter values Contracts entry transactions Contracts Shipment requests Receipts

2. Contracts Sales Orders Parameter values Contracts entry transactions Contracts Shipment requests Shipments

DIS204: SOURCING: RFQs & RESPONSES 1. Sending the purchase requirement

General presentation Creating the request for quote Example of business cases Entry screen in X3

2. Purchase requirement responses Supplier reminders Registering the supplier response Updating the price catalogue

3. Reference to the Response in order Order processing

Sage X3 Advanced Course: Distribution (Part 2)

Topics Covered

DIS205: SHIPMENT PREPARATIONS & PACKAGING 1. Concept 2. Parameterization

Parameter values Packaging entry transactions Shipment preparation plans entry transactions Preparations entry transactions Picking codes setup

3. Common data Preparation codes Packages Product-categories: shipment rules Products Products-sites Customers

4. Business flow Generate preparation lists Preparation plan

Preparations Picking ticket inquiry Packing: declared or after packing? Packaging: declared packing / after packing Parcel content Picking ticket delivery Print packing labels

5. Conclusion DIS206: SALES REPRESENTATIVE & COMMISSIONS 1. General Presentation

Presentation of flow Presentation of sales reps Creating an external sales rep Searching and viewing sales reps

2. Setup of commission rules Setup of commission bases and fixed rates

3. Assigning a sales rep to a BP Assigning principal sales reps Assigning secondary sales reps Parameters and activity codes

4. Calculating commissions Adding a commission factor Modifying and displaying commissions on the sales documents

5. Overview diagram DIS207: KITS OPTIONS & VARIANTS 1. General Presentation

Process -Activity codes (common data) Parameters (Common data)

2. Common data Products Sales BOM alternative (BOM codes) Sales kit

3. Using kits Sales documents Product type flexible vx Fixed kit

4. Other feature Pricing Restrictions Technical notes

DIS208: CARRIER MANAGEMENT 1. General presentation

Carriers concept 2. Carriers file

General tab Carriers file Simulation

3. Carriers management flow Set up

Sage X3 Advanced Course: Distribution (Part 3)

Topics Covered

DIS209: INVOICING ELEMENTS 1. Concept 2. Parameterization

Parameters Common data

3. Case studies Purchasing invoicing elements Sales invoicing elements

4. Conclusion DIS210: LOAN ORDERS 1. Essential data

Setting up an order type Adaptation of common data Location Adaptation of basic data- Product record and Customer record

2. Loan flows Loan orders Loan deliveries Loan return Invoicing a loan

3. Appendix Summary of prerequisites DIS211 – INTER-SITE / INTER-COMPANY TRANSACTIONS 1. Overview

Flow Inter-site/Inter-company Implementation stages

2. Settings Sites Groups of sites/companies: Inter-site/inter-company parameterization BP site Inter-company Prices

3. Flow Purchase order Back to back possibility Sales order (mirror order) Open Order Shipment/Receipt Returns Invoicing Workbench and inquiry order types Subcontract without work order

DIS212 – SALES AND PURCHASING PREPAYMENTS

1. Definition of workflow assignment rules in the signature circuit 2. General setup

Presentation of process flow Presentation of assignment rules

3. Setup of signature rules Entry of rules into the header Assigning users Setup of workflow monitor

4. Standard workflow rules Signing purchase requests Signing purchase request lines Signing purchase orders Signing open orders

5. Overview diagram Venue Details

We have training facilities in Centurion.

Centurion

1001 Clifton Avenue

Lyttelton Manor

Centurion

For bookings or more information

For bookings or more information please feel free to contact us at 0861 11 1680 or e-mail training@acctech.biz

For the latest event schedule visit our training page on www.acctech.biz