Enterprise Management

Release Guide

Version 11.0.2
Cloud

Enterprise Management Product Management

March 2017
Table of Contents

1. RELEASE OVERVIEW .................................................................................................. 3

2. FAST START CONFIGURATION.................................................................................. 4

1.1. 20 days from scoping to go live .......................................................................................................... 4
2.1. Solution.................................................................................................................................................. 4
2.2. Value ...................................................................................................................................................... 5
2.3. Complementary solutions compatible ............................................................................................... 5
2.4. Customer target .................................................................................................................................... 5
2.5. Customer scope of operation .............................................................................................................. 5
2.6. Not included in the scope .................................................................................................................... 5

3. LOCAL COMPLIANCE .................................................................................................. 6

3.1. Australia ................................................................................................................................................ 6
3.2. Germany / Austria ................................................................................................................................. 6

4. FINANCE IMPROVEMENTS ......................................................................................... 7

4.1. Fast entry Booking ............................................................................................................................... 7
4.2. New balance inquiry ............................................................................................................................. 7

5. DISTRIBUTION IMPROVEMENTS................................................................................ 8
5.1. Scheduled invoices .............................................................................................................................. 8

6. MANUFACTURING IMPROVEMENTS ......................................................................... 9

6.1. Versioning Management ...................................................................................................................... 9
6.2. Shop floor tracking ............................................................................................................................... 9

7. PROJECT MANAGEMENT - PJM............................................................................... 12

7.1. Project Management........................................................................................................................... 12

8. USER INTERFACE AND TOOLS................................................................................ 18

8.1. CSV export .......................................................................................................................................... 18
8.2. Color blindness theme ....................................................................................................................... 20
8.3. Platform compatibility ........................................................................................................................ 20

9. SAGE CONNECTED APPLICATIONS ........................................................................ 21

1. Financial Reporting - Phase 2 ............................................................................................................... 21

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 1. Release Overview

This new release of Enterprise Management:

Introduces new project management functionality for services industries and delivers packaged
solution for distribution companies, integrating CRM and e-commerce capabilities.
Delivers preconfigured environment (Fast Start) for simpler core finance and distribution
modules deployment in the cloud in France and South Africa.
Improves Web user experience (UI) and offers new mobile interface for Windows and iOS
Introduces simpler and better financial reporting capabilities (Sage Intelligence integration)

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2. Fast Start configuration
(option available in France and South Africa)

1.1. 20 days from scoping to go live

The Fast Start configuration offers a set of functionality preconfigured to support core business
processes in distribution or services businesses with minimal need for adjustments. It helps reduce
the time and cost of the deployment of the solution down to a minimum of 20 days in the Cloud,
whilst enabling customers to supplement the initial setup with additional Enterprise Management
modules, specialty applications from certified partners, or custom application developments
gradually after go-live.

“Fast start” is an option delivered with Enterprise Management, implemented by applying a set up
kit (FR for France or ZA for South Africa).

2.1. Solution
Simplified setup of Enterprise Management:
 defaulting to pre-defined parameters and process flows for accounting, purchasing,
inventory and sales.

Functional Scope targeted* Cloud On Prem

Finance (No Fixed asset)  
Sales  
Purchasing  
Stock  
Common data  

Optimized deployment:
 Leveraging standard implementation templates and project tools
 Data migration tool (import templates)
 Cloud or on-premises deployment
Scoping to go-live in just 20 days for Cloud and 21 days on premise:
 Reducing the cost of implementation services
 Faster payback
Phased deployment:
 Ability to expand X3 functionality and setup after the go-live, with no extra restriction. All
features outside of the “Fast Start” scope will be implemented according to the existing
process.

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2.2. Value
Delivering faster, simpler and flexible business management, at a fraction of the cost and
complexity of typical enterprise ERP systems
2.3. Complementary solutions compatible
All ISV solutions compatible with version 11
2.4. Customer target
Fast start focus: extend appeal to SMB and fuel migrations
Distribution market
New customers
Customers want to migrate to an ERP
2.5. Customer scope of operation
Single company and single financial site (no inter-company flows)
Domestic sales and operations (single legislation, France or South Africa for the moment, no
international procurement or sales processes)
1 target market and positioning
1 solution
1 service
No specification
No development
Use of standard report only
15 users maximum (no developer user)
2.6. Not included in the scope
Manufacturing
CRM
After sales
Fixed Asset management
Costing

Please refer to the dedicated documents for the details, limits and conditions.

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3. Local compliance

3.1. Australia
3.1.1. Withholding tax reports
New standard reports dedicated to withholding tax management are delivered: Remittance advice
report (sent to supplier) and withholding tax report (sent to fiscal authorities).

3.2. Germany / Austria

3.2.1. EU Vat Id check
For Germany and Austria, fiscal authorities demand due diligence when issuing tax exempt EU
sales invoices in order to avoid tax fraud. Users must only create tax exempt invoices if the BP
provides them with a valid EU VAT Id.

This includes:

check the identity of the business partner by validating his EU tax ID.
Make the proof that this check has been processed, by recording the action.
Validation of the EU VAT ID of a BP can be done manually (by call center or online form) but for
automation, a web service is provided by the fiscal authorities.

This feature provides this online check to the X3 users for convenience and also for market
reasons.

3.2.2. Substance regulation

German or Austrian companies need to adhere to the laws regarding environmental protection and
recycling. If a company selling goods to consumers will bring into circulation any kind of wrapping
material (i.e. plastic wrapper, paper boxes, beverage bottles etc.) it is obliged to have a waste
management in place.

A company typically will not organize this by itself but delegate this to a recycling organization
("Grüner Punkt" in DE, "ARA" in AT). For billing purposes, the company must provide the
organization with a periodic summary report listing the type and amount of the substances brought
into circulation.

This reporting, first step for Austria, shall be created from within Enterprise Management based on
the deliveries done.

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4. Finance Improvements

4.1. Fast entry Booking

Some ‘small’ improvements in the Financial functions in order to ease the use of the solution and
accelerate the data entry. V11.0.1 already delivered a list of improvements. V11.0.2 completes the
list with the features below.

Topic
Control of consistency
between account & tax code
Missing bank account in
payment proposals
Bank account change in the
payment proposal
Automatic selection on
account field
Description
Tax codes are now controlled depending on the account in
order to better ensure consistency.
Ability to alert in the preview of the payment proposal if the
bank account is missing and allow the user to enter it at the
business partner level
Ability to select a Bank account in the list of payment
proposal
Ability to auto select when entering an account. Added to the
data types GAC (Accounts)

4.2. New balance inquiry

A new balance inquiry type is delivered, enabling users to display the amounts by pyramid, sorted
by the corresponding levels. It gives the possibility to the accountant to have an overview of the
general ledger amounts in a cascade mode from a high level to a detail level and vice-versa. This
feature was previously delivered for the Portuguese legislation in add-on mode.

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5. Distribution improvements

5.1. Scheduled invoices

Ability to define invoice generation schedule for sales order lines containing services, this feature
supports the Project Management function.

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6. Manufacturing improvements

6.1. Versioning Management

With update-9 we have delivered a new functionality called Version management for managing
version in the product and BOM. On the version 11 we have incorporated routings.

The versioning in a Routing is similar to the management of versions for the BOMs. The user can
manage the major and minor version number in order to ensure the traceability of changes.

6.2. Shop floor tracking

This feature provide the detail required to manage environments where the collection of actual
labor time is essential.

The aims to facilitate real-time collection of actual labor transactions of both direct and indirect time.

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Features:

Shop Floor Tracking (SFT) workbench allowing shop employee to efficiently enter:

Direct labor (setup and run)

Indirect labor (breaks and indirect time)
Actual and elapsed time
Multi-tasking (synchronized or unsynchronized)
Automatic breaks

Cross-reference capabilities are provided so that the data can easily be collected for export to an
external payroll system.

There are several functions designed to be the primary collection points for production activity.
They function like a stop watch. Activity for an employee is started and stopped according to actual
elapsed times for production activity.

The Shop Floor Tracking functions are as follows:

Time and Attendance (Clock in/out)

Indirect Time Entry (Clock in/out)
Break Time Entry (Clock in/out)
Team Entry
Shop Floor Tracking Workbench

A new workbench is available to collect production activity:

Providing an employee view of all outstanding activities to be performed

Limits key strokes and mouse clicks with connected functions
Supports multiple time zones
Allows for employee activity maintenance allowing shop floor managers a view of all activities,
enabling them to make corrections and manually add missing entries due to employee error

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 Uses a posting process to create the work order tracking that can be run interactively or
scheduled as a recurring batch job

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7. Project Management - PJM

7.1. Project Management

The Project Management Module called PJM provides planning and tracking tools to meet the
unique needs of project based organizations in the Manufacturing and Services businesses

The Project Management features supports all stages of a project - from initiation, quoting and
planning, to project completion

This new module benefits customers by identifying

 Increased on-time project completion
 Improved profitability and customer satisfaction
 Optimized use of valuable personnel and equipment
 Increased visibility and control over project costs
 Decreased project management costs and inefficiencies
 Improved accuracy of service-based estimates and quotes

The Project Management module are entirely integrated into the ERP processes. Project is link with
quote, sales, purchasing, work order and MRP

The main features are:

 Work and Budget breakdown structure
 Project copy
 Financial overview
 Time entry
 Saleable product
 Sold product

The project is managed according to its typology: CRM oriented or resources planning oriented or
mixed.

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 The heart of the project management is the work and budget breakdown structure allowing to
control costs, delays and resources

The multi-level task breakdown structure allows the definition of the macro-tasks and operational
tasks levels. According to the tasks category, the tasks can be defined as labor task, material task
or mixed (labor and material)

Labor task is the support for the planning and time management
Material task is the support for the material management (Product requirement)

Operation detail

Work center assignment

Employee assignment

The labor task is used to describe the detailed operations to be executed from a start date and an
end date.

The operation is a support for the workload management and for the time entry. It is possible to
assign employees to an operation. For an employee, the planning can be defined in detail with a
date, time and planned quantity according to the start and end dates.

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The employee assignment is not mandatory and it is possible to enter the time spent on a project
for:

The operation level

The task level
The budget level

The material task allows the components follow-up. According to the manufacturing process, it is
possible to link finished or semi-finished products to the task.

Launching the task will generate a new dedicated MRP requirement (MTF) that will be integrated to
the standard MRP calculation.

Components on projects are followed up according to the product management methods:

Special products purchased on demands

Special products manufactured on demands
Stock components

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The budget lines are used to describe the forecasting of expenditures for the project. Each line is
defined according to a cost type.

Each line is defined according to a cost type.

Regarding labor expenses, the budget line has to be defined with a quantity, a time unit and an
amount. If a labor rate is defined for the cost type, the amount is automatically calculated. It is
possible to manage an activation date for each rate of a labor cost type.
For material expenses, only the amount is entered.

When accessing to the detailed view of a budget line, a financial follow-up of the line is calculated
in real-time to provide the committed and carried-out quantities and amounts. At this step, if
needed, it is possible to set the re-estimated remaining quantity and amount to be committed. This
will have a direct effect on the provisional cost price calculation of the project.

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The financial follow-up function is used to monitor the budget and expenses of projects, based on
the multi-level budget definition, and consolidated at each levels. The same function also features a
monitoring of the budget and expenses by cost type, for every level of the budget structure. It
provides an analytical view of the financial follow-up.

The budget structure is a technical view, specific to every project

The cost type view is an analytical view, common to every project

By default, the costs are monitored, in quantities (time units) and amounts, through:

The budget
The committed values
The carried-out values
The remaining to commit
The remaining to carry-out
The provisional cost price
The budget margin

The provisional total and budget margins can be populated at every level of the budget structure.
They are also represented in the analytical view.

At every level, it is also possible to display the detail of each expense. It makes it easy to control
the calculation and, if needed, access any function by tunnels.

The expenses information comes at the earliest stage of the process using working orders,
purchase orders and invoices, planned times, time entries…

The follow-up currency and time unit can be modified by the user. Another project follow-up view
provides a comparison between sales revenue, budgets and expenses, with the budget margin and
the real margins calculation. If an employee is assigned to an operation, he has to enter the date
and the time spent on the operation.

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Project copy

In order to facilitate the creation of a new project, an advanced project duplication function allows a
quick creation of new projects, based on projects defined as templates or on existing projects. The
interface makes it possible to select which entity will be generated, budget by budget, task by task,
or for the complete structure.

Saleable product and sold product

This feature allows the creation of sales documents from the project management
User can define the saleable product list that can also be created automatically based on tasks or
budgets. The saleable product list can be managed at every levels (Project header, Cost structure,
Task panning).

This feature allows to establish the link

between the sales documents and the
project at possibly different levels
(Project, Task or Budget), according to
the expected revenue follow-up.

The list of saleable product can be used to generate the sales documents by using the “Sold
product management” function: Quotes, Orders and Invoices

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8. User Interface and Tools

8.1. CSV export

It is now possible to manage CSV exports from grids (it is an additional choice available from any
grid where Excel export was available).

On classic pages:

An additional link appears on the grid, for example, see the links available from a sales order lines:

Clicking on the link opens the same popup than for Excel export, with the sale type of behavior:

After export, clicking on the document will allow to download a CSV file.

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On Syracuse pages:

The export CSV is an option when clicking on the Excel link:

An additional choice appears in the Excel export popup window that opens.

This feature is notably useful for Mac users. It can be used as an export to Excel, as the Excel
plugin does not exist in Excel for Mac.

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8.2. Color blindness theme

A new theme called accessibility has been added to use a color pallet that is suitable for color-blind
people.

It can be selected as usual from the top bar. You can see here an example of the rendering of this
accessibility theme on a sales order entry page:

8.3. Platform compatibility

Windows SQL Server 2016 has been validated as a database usable with Enterprise Management.

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9. Sage Connected Applications

1. Financial Reporting - Phase 2

Improvements of the Sage Financial Reporting designer in order to better respond to the growing
demands of users who want to access and analyze their financial reports on demand, anywhere,
anytime and using an easy to use report designer:

New out of the box reports delivered in Sage Intelligence

Data load performance improvements
Additional options such as Debit and credit columns, export/Import reports, show/hide rows
based on account with debit or credit balance.

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