Sage X3 Financial Consultant

Study Guide

This study guide is intended to provide you with information to aid you in preparing to take
the Sage X3 Financial Consultant exam. Passing the exam is the only requirement to
achieve your Sage certifications.

The Sage X3 Financial Consultant Certification is designed for the Financial consultant;
however, not restricted to this group. Financial consultants are responsible for configuring
and understanding the Financials solution for General Ledger, Accounts Payable, and
Accounts Receivable processes.

1.1 Before taking exam

Before taking the exam, it is important you take time to prepare and study for the exam.
To aid you in the preparation and study process, it is recommended you complete the
following steps.

Recommended Steps

 Log into Sage University and locate the Sage X3 Financial Consultant learning path
 Follow the recommended optional training including viewing the Sage X3 Getting Started eLearning
course and attending the Sage X3 Common Tools and Sage X3 Financial Consultant courses.
 Review and study any training curriculum provided by attending the recommended training
(Special Note: You do not have access to the training curriculum without attending the recommended
courses)
 Use the Sage X3 solution to Practice! Practice! Practice!

 Register for and take the sample exam

 Register for the Sage X3 Financial Consultant exam (no more than 30 days before intended exam
date)
 On exam day, ensure you are in a quite area with no distractions and have a reliable internet
connection

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1.2 About the exam
The information below details the number of questions, time allotted, and passing score
for this exam.

Question Answer
How many questions will be asked in the exam?  90 questions

What are the format types of questions?  Multiple choice/single-answer

 Yes/No
 True/False
How much time do I get to complete the exam?  180 minutes (3 hours)
 Allows for an average of 2 minutes per question
What is a passing score?  80%

How many attempts do I get?  2 per exam

How is the exam delivered?  On-demand online through Sage University

What tools or documents can I use during the  Sage X3 solution

exam?  Training curriculum (only available by attending
the recommended training)
 Sage X3 eLearning training videos

1.2.1 Exam Content

The Sage X3 Financial Consultant exam measures your experience and capabilities of
implementing and configuring the financials aspects of Sage X3 to successfully implement
and support customers. This includes:

 Using the tools and functions common to all Sage X3 modules (e.g. data extraction,
formulas, general parameters, personalizing inquiries, and workflows)
 Basic understanding of financials including functions, features, and processing in
General Ledger, Accounts Payable, and Accounts Receivable
 Understanding of financial module functions such as automatic journals, customer
statements and reminders, and extracting financial data
The exam is made up of questions related to the areas listed below.

Exam Content

Chat of Accounts
Dimensions

Organizational and General Structure

Ledgers, Companies & Sites
General Ledger Entries
Analytical Budgets & Budget Entry
Business Partners
Setting up and Defining A/P-A/R Parameters
Intercompany Transactions
A/P & A/R Inquiries, Customer Statements & Reminders
Payments
Bank Reconciliation
Tax Setup

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 Automatic Journals
Month End, Period End & Closing Processes
Financial Data Extraction
Employee Expenses
Fixed Assets

Reporting & Configuration

Common Tools - General Parameters
Common Tools - Activity Codes
Common Tools - Local Menus and Miscellaneous Tables
Common Tools - Entry Transactions
Common Tools - Sequence Numbers
Common Tools - Selecting Records
Common Tools - Formulas
Common Tools - Attachment Management & Comments
Common Tools - Microsoft Office Integration
Common Tools - Importing and Exporting Data
Common Tools - Printing
Common Tools - Workflow Notifications
Common Tools - User-Defined Queries
Common Tools - Working with Process Flows
Common Tools - Defined Menu Items
Common Tools - Personalizing Landing Pages, Inquiries & Objects

Common Tools – Mobile app

1.2.2 Sample Exam & Questions

The sample exam gives you an opportunity to practice your knowledge before attempting
the Sage X3 Financial Consultant exam. You are asked a limited number of questions but
are given 2 opportunities to take the same exam.

Below are examples of questions which may be found in the final exam. For further
sample questions, please complete the sample exam as found on the Sage X3 Financial
Consultant Learning Path.

Sample Questions

1. Which function defines the format of the account created?

 Account Classes
 Accounts
 Charts of accounts
 Dimension Values
2. What happens if the due date calculated corresponds to an unavailable period defined for the
customer?
 The due date is set to the a date prior to the first unavailable period
 The due date is set to the next day allowed
 A warning message displays and you must manually select a due date
 You must select a new payment term

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 3. You cannot convert a simulated journal entry into an actual journal entry.
 True
 False

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