Sage X3

Capabilities Guide

©2021 THE SAGE GROUP PLC OR ITS LICENSORS. SAGE, SAGE LOGOS,SAGE PRODUCT AND
Table of Contents
Introduction ........................................................................................................................................ 3

Overview .............................................................................................................................................4

Financial Management ...................................................................................................................... 5

Supply Chain Management .............................................................................................................. 18

Manufacturing .................................................................................................................................. 41

Project Management ....................................................................................................................... 46

Reporting and Business Analytics ................................................................................................ 48

User Workspace.................................................................................................................................50

Administration and Support ........................................................................................................... 55

Cloud Connectivity .......................................................................................................................... 58

SAGE X3 VERSION 12 CAPABILITIES GUIDE 2

NOVEMBER 2022
Introduction
Sage X3 allows you to take control of your entire
business, from supply chain to sales through to
aftermarke while providing you with a faster,
more intuitive and tailored business
management solution so you can drive greater
efficiecy, increase your felxibility and have the
insight that will help you to thrive and stay
competitive in the face of growing complexity.
With integrated management for all your
business processes and comprehensive industry-
specific capapbilites Sage X3 will help you
transform how you manage your people,
processes and operations allowing you to
embrace change at speed.
Available in the cloud or on premisises and
trusted by over 7000 customers in 80 countires
Sage X3 is designed and built on a flexible data
model, with open APIs to provide you with the
flexibility to meet your individiual needs.
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
Faster
With Sage X3 you will experience faster process
cycle times, whether it is moving inventory more
quicly, rapidly responding to yourcustomers , or
making decisions more quickly because you
have instant insight into performance and costs.
With is ready-to-use infrastructure you can
deploy across your business unitis faster, and
quickly deliver new capabilities and features to
your users.
Simpler
With intuitive data visulization and easy to use
process flows you can be confident that Sage X3
will simplify the management of your operations
- whether they are all in one location or across
multiple sites and countries. With Sage X3 in the
cloud you can be assured of on-demand access
to all functionality, and simpler sofwtware
management with less dependency on expensive
IT resources.
Flexible
Sage X3 is founded on a flexible and extensible
data model with multi-company, multi-
legislation and multi-language and will scale
with your business. APIs, web services and
upgradeable customization will allow you to
extend and tailor the solution to meet your
unique business needs today and tomorrow.
3
Overview
Sage X3 transforms how you mange people, processes and operations, allowing you to embrace
change at speed. With Sage X3 you will experience an integrated management for all your business
processes with a solution that is rich with industry-se
Discover how Sage X3 production, financial, and supply chain management capabilities deliver you
with the visibility and insights you need to stay compliant, adapt to changing customer demands, go
to market quickly, and manage your bottom line. in each of the following chapters you will show how
Sage X3 will help you to gain complete business capability.

SAGE X3 VERSION 12 CAPABILITIES GUIDE 4

NOVEMBER 2022
Financial Management
1.1 Budgets and Accounting structures within a company, due to
business, organizational, or geographic
needs.
1.1.1 Functional domains
• Multi-currency: Ability to manage
• General ledger
transaction currency. The amounts in this
• Account payable / Account receivable / transaction currency are translated into a
Cash ‘ledger’ currency.

• Cash management • Multi-ledger: Ability to define several

ledgers for one company. Ledgers can be
• Cost accounting shared or dedicated.

• Expenditures • Multi-legislation: Ability to manage

several companies located in different
• Budget and Commitments countries. In this case, local rules are
applied depending on the context. These
• Financial reporting rules can be defined using user-designed
settings or may include dedicated
• Fixed Asset management processes.

1.1.2 Financial data model • Close periods or journals once for

General context
• Sage X3 is multi-language, multi-
company, multi- site, multi-currency,
multi ledger, and multi-legislation by
design.
• Multi-language: Ability to speak the
language of users and partners. It
includes the user interface and
descriptions.
• Multi-company: Ability to manage
several companies in the same database.
It enables an organization to share the
same repository while dedicating some
data to one or several site/companies.
multiple companies/ledgers
• Activate balance controls when closing
one or a group of periods
Models and ledgers
• Each company is linked to an accounting
model that defines the ledgers used (up
to 10).
• A ledger is characterized by one currency,
one calendar, one chart of accounts and
analytical dimensions
• Up to 9 analytical dimensions may be
defined for a ledger, up to 20 analytical
dimensions for a model

• Multi-site: Ability to manage several • The charts of accounts and dimensions

SAGE X3 VERSION 12 CAPABILITIES GUIDE 5

NOVEMBER 2022
 can be shared or specific to several
entities
Companies and sites
• Multi-site, multi-company
• Group of sites and companies may be
defined for an aggregate crossed view (by
activity, function, geographical
location), in inquiries or reports
• Each company is associated with one
accounting model and one legislation
• Automation of inter-site transactions
• Automated inter-company transactions
in purchases and sales modules
• Open all periods for all ledgers for
selected companies in a single action
Currencies
• Unlimited number of currencies and
exchange rates, manually entered or
imported
• Unlimited number of rate types – daily,
monthly, average, budget…
• Currencies may be linked to accounts and
business partners
• Transactions entered in foreign currency,
converted into the ledger currency
• Automatic rounding
• Automatic exchange variances when
matching
• Asset / liability conversion at end of
period/year; actual or simulated
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
Calendars
• A calendar per ledger; Up to 24 periods
per calendar
• Year-initial period for carry forward and
year-end period for closing adjustments
• Monthly and annual closing process, with
automatic recognition of upstream
transactions, accruals, and functional
controls
Journals
• Unlimited number of journals
• Pre-defined types (sales, purchases,
inventory, miscellaneous operations,
carry-forward, closing), shared or specific
to a ledger
• Validity date-controlled
• Close journals independent of period
closure
• Site, company, group of sites allowed
• Frequent accounts, dis-allowed accounts
Accounts
• Length of account fixed or variable,
numeric or alphanumeric, configurable
• Validity date-controlled
• Restriction by site, company, group site
• Financial and quantity elements
recorded
• User definable management rules (class,
matchable, centralized, collective,
dimension(s), tax management, default
6
 sense, normal sense of balance,
transactions for debit/credit,
intercompany partner etc.)
• Propagation rules between ledgers
• Up to 9 dimensions (e.g. department, cost
center, product line, etc.)
• Multi-level structures (pyramids), up to
99 levels, unlimited number of pyramids
Business partner
• Unique business partner identification,
additional information based on roles
(customer, supplier, carrier, factor, sales
rep.)
• Rules (payment terms, tax management)
distributed per company and per role
• Miscellaneous business partner, such as
bank or bank accounts
• Unlimited number of addresses
(Ordering, delivery, billing, payment,
etc.)
• Unlimited number of bank identification
numbers per address
• Linked business partner such as customer
ship-to, bill-to, and pay- by as well as
supplier buy-from, invoice-from, and
pay-to, factor, group and risk
• Risk management (commercial,
financial), user definable controls on
values outstanding
Dimensions
• Validity -controlled
• Site, company, group of sites allowed
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
• Restricted combinations of accounts and
dimensions, restricted combinations of
dimensions and dimensions
• Financial and quantity
• Multi-level structures (pyramids), up to
99 levels, unlimited number of pyramids
• Pre-defined distribution keys
• A post entry, distribution process that
distributes charges and products
according to user definable and iterative
rules.
• Quantity or financial (Example:
Distribution of rent in proportion to area
(m2) occupied by cost centers)
• Calculated by quantity or costs (Example:
Distribution of marketing charges in
proportion of sales of product lines)
• Intercompany partner and flow
• Debit or credit default flow, according to
the account
• Inter-company partner management
• Pre-consolidated balance sheet and
ledger justifyinginter-company
transactions and aggregating the
accounts according to the rules for the
consolidation chart of accounts
• Intercompany mapping at site level
1.1.3 General Ledge Accounting
General characteristics
• Status (temporary, definitive)
• Simulated active or inactive
7
• Model templates automatic functions:

• User definable transactions, defined o Automatic generation of

by/for the users, automating default matching variance below a user
values and controls definable threshold

• Manual journal entries, batch entries o Automatic generation of

exchange variance for currency
• User-defined templates automating transactions
recurring journal entries
o Archiving of matching to
Automatically reversing journals restore the situation of
matchable accounts to date
• Automatic inter-site transactions and
balancing of accounts on linked accounts o Currency rates on-demand

• Automatic inter-company transactions • Multiple fiscal year reporting

and balancing of accounts on linked
accounts (Please check availability in
your region)
• Recurring journal entries (fixed, variable),
with automatic balance calculation
• Automatic journal entries reversing at a
user defined date
Closing
• Automation of accruals: Invoices to be
received, invoices to be issued, etc.
• User definable controls of closing
reports: Completeness of records,
checking balances, etc.

• Automatic rounding rules in currency • Fiscal year-end closingper site or per

conversions company

• Currency conversions selectable among • Automatic generation of adjustment

fixed rate, lower-value, and higher value journal entries account to account
(optional)
• Run currency conversion calculations
using a pivot currency (Triangulation • Automatic generation of the result and
between currencies) the carry-forward

Electronic signature of journal entries • Generation of automatic journal entries

(Detection of any changes in critical
information after validation, whatever
they have been made)
• Manual or automatic matching (by
reference, description, ledger amount,
currency amount, by passing balance).
from model templates with amounts
calculated by user definable formulas
(e.g. quoted part’s account balance
multiplied by a coefficient)
Declarations (Please check availability in
your region)

Matching is accompanied by the following • Tax management

SAGE X3 VERSION 12 CAPABILITIES GUIDE 8

NOVEMBER 2022
o On debit, on payment o Track deleted payments

o Tax prorate management o VAT return adjustment posting

o Suspension of tax o VAT formula management

o Services o VAT duplicating forms

o VAT return report o VAT framework controls

o VAT box codes 1.1.4 Accounts payable / receivable

o VAT return posting Invoicing
o EU VAT • Invoice types (invoice, credit note, debit
note, proforma)
o VAT on pre-payment, on unpaid
items • Unique numbering (supplier invoices)
o Para-fiscal taxes • Legal information management
o Report for goods tax • Automatic calculation of open items
declaration per country/region based on the payment terms
o (EU Intrastats) • Automatic tax calculation (VAT,
parafiscal)
o Report for Country code of
Origin and Customer VAT fields
• Withholding taxes calculation
(EU Intrastats)
• Allocation of charges to dimensions
o Report for services tax
declaration (EU Intrastats) • Automatic inter-site transaction
management
o Tax reporting management
• Automatic inter-company transaction
o Tax declaration process
management
activation per legislation
• Recurring invoice management with
o Entry type grouping
alerts, workflows and traceability
o Calculate and extract multiple
• Electronic signature of AR invoices
VAT returns
• Create, post and pay prepayment
o Declaration at site level
invoices
o Deliver generic VAT return
Open items management
process
• Automate the calculation of open items

SAGE X3 VERSION 12 CAPABILITIES GUIDE 9

NOVEMBER 2022
 for invoices, from the shipment date and • Global reminder, global per level, global
the payment term per delay, detailed per invoice

• Payment schedule management • Letter, e-mail, telephone, fax, link to the

(unlimited number of open items for one customer service management to create
invoice) tasks automatically

• Definable transactions for changing open • Up to 9 levels of reminder, with definable

items, according to user rights (Payment text for each level
mode, due date, pay approval, dispute,
etc.) • Calculation of charges for delayed
payments, calculation of interest notes
• Consolidation or expand open items
• Credit policy management and credit
• Approval for payment, with definable level messaging
workflows
• Bad Debt and AR write-offs
Credit management
o Define the type of bad debts to
• Payable/receivable, factor, group and be managed (impairment,
risk business partner management, which doubtful receivables, and
may or may not be the same write-offs) and the automatic
journals and analytical
• User definable rules for calculating dimensions applied for journal
business and financial risk entries.

• User definable rules for calculating due o Search for existing bad debts
amounts, workflow validation and filter by type, entity,
company and date.
• Charges/discount management
Payment process
• Aged balance through inquiries with full
upstream / downstream traceability, or • Definition of banks and cash, unlimited
through reports number

• Collection of due amounts by reminder • Bank or cash entries

campaign management
• Automated payment processing,
• User defined reminder campaign including international context:
management rules, by representative,
risk, group business partner, statistical o User definable processes,
family, etc. defining steps and controls

• Mark business partners as remindable / o Automation of specific

non remindable and set minimum operations such as
threshold, by currency prepayments made/ received,
compensation, payment

SAGE X3 VERSION 12 CAPABILITIES GUIDE 10

NOVEMBER 2022
 variances, bank charges
o Automatic user definable
posting and matching
o Transfer/debit automation by
automatic proposals submitted
for validation
• Quick entry by picking open items
• Automation of inter-site, inter-business
partner, inter-collective transactions
• Payment in foreign currency, Payment in
a currency other than the billing or bank
currency. Automating cross-currency
journal entries
• Payment balance declaration to prepare
periodic statistical declarations on non-
resident payments and
receivables/liabilities
• Automatic discount/charge and exchange
variance management
• Prepayments with tax management and
reports
• Prepayments on order, with full/partial
matching against the invoice
• Automation of unpaid postings:
• bank charges management, charges
• re-invoicing, transfer to doubtful
• collective, tax adjustments
• Taking into account the local specific
legal and fiscal rules for the country:
Letter-check, draft, direct debit,
domiciliation, transfer to be made,
deposit
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
• User definable function to describe bank
formats, delivering a library of ready to
use formats
• Compliance with SEPA SCT and SDD for
the Euro SEPA payment transactions
• Mandate management for direct debits
(SDD), including managing mandates and
integrating mandates into sales and
accounts receivable process
• Define XML bank files for direct debit or
credit transfer when required by banks
• Integration with Sage Pay to manage
online, face-to-face, and phone payments
(Available in the UKI only)
• Create multiple bank files from one
remittance group depending on selected
splitting criteria
Bank reconciliation
• Reconciliation (Bank G/L entries mark)
• Bank statement reconciliation
• Bank statement entered or imported.
Structure of the bank statement file is
user definable with a dedicated function.
It is also easy to include new formats.
• Automatic bank statement reconciliation
(Statement vs ledger)
• Tools for manual reconciliation: sorting
and searching by amount, type,
description, date, reference (N° check,
etc.)
• Enter manual payment adjustments. to
account for bank fees related to
processing check payments.
• Select reconciliation date when
11
 launching Bank reconciliation reports Employee expenses

Advanced Bank Statement • Personal information entries

• Import bank statement files. Structure of • Decentralized expenses entries – access

the bank statement file is user definable rights and confidentiality
with a dedicated function.
• User definable cost types (Travel, hotel,
• Run a process to automatically match taxi, etc.)
each bank operation in the statement to
open items or payments according to • User definable caps on reimbursement,
user-defined search criteria user defined

• Review the result of the automatic • thresholds for reimbursement (e.g. km,
matching and process additional manual etc.)
matches/entries if necessary
• Tax management
• Generate payments after completion of
the matching • Reports

• Post these payments using the standard • User definable workflow for validation
payment functions (Payment
• Automatic user definable posting
entry/Remittance generation)
• Control reporting
• Bridge with bank statement
reconciliation Cash forecast and bank positions
• Transfer reconciliation marks to bank • Translation of sales and purchase
journals documents in future cash issue/entry
• Secure and control users who have the • One-off and recurring additional events
ability to manage bank account details (payroll, taxes, etc.) with rules
for payments, or at the BP level. management
Factoring • Analysis of the future cash position by
aggregating issues or entries with the
• Receipt generation and printing
current bank positions
• Receipt posting
Extension to expert modules
• Magnetic file generation
• Transfer to treasury cash flow forecasts,
• Payment notification with user definable information

• Outsource payment collections from • Short term open items: payments

customers processed

• Medium term open items: Image of

SAGE X3 VERSION 12 CAPABILITIES GUIDE 12

NOVEMBER 2022
 unbalanced open items actual, reassessment by coefficients,
etc.)
• Transfer of cash balance to accounting
• For charges:
1.1.5 Budgets
o Budget control from
Analytical budgets commitments, simultaneously
on up to 10 budgets
• Define unlimited number of budgets
based on: o User definable workflow
validation of commitments,
o Level: company or site with signature approval cycle
depending on whether the
o Currency budget is exceeded or not

o Calendar, which can be o Management of key responses

different from the G/L calendar and actions, if no appropriate
(period, start and end). response, if the required
response time is exceeded,
o Chart of budget accounts, escalation, etc.
which may be dedicated, or
shared or derived (grouping) • Standard inquiries comparing the
from G/L or analytical ledger budget, commitments and actuals, with a
configurable level of detail, audit trail
o Up to 9 crossed dimensions justifying accumulation by detail,
that may be dedicated, or financial data extraction including
shared or derived (grouping) budget records, implementation of
from G/L or analytical ledger business intelligence standard universes
• For a budget, unlimited number of Operational budgets
versions, with a status (development,
active, closed) • Setting budget structures and roles
(managers, recipients, hierarchical
• Budgets transactions by direct entry or structure of control, reporting and
by updated records for tracking the approval)
changes
• Split budget by projects, envelopes,
• User definable transactions exercises, budget lines. Annual or multi-
year envelops. Multi-year budgets are
• Automatic distribution of an annual
particularly usable for investment
budget per period, with seasonally
budgets.
adjusted distribution rules
• Configurable workflow for approving
• Automatic procedure for creating a
various budget levels
budget version from another version, or a
budget by another. Definition of budget • Reserves management, outcome amounts
formulas (deferral of the initial budget,

SAGE X3 VERSION 12 CAPABILITIES GUIDE 13

NOVEMBER 2022
• Expense control from commitments,
electronic approval
• Revisions, transfers between budgets
• Procedure for closing with user definable
carry-forwards
• Off-budget lines management
IAS/IFRS
Depreciation context and plans
• Depreciation context based on
Accounting data model to manage a
Fixed assets data model in a currency,
according to a financial year and interim
period schedule

Expenses commitments • Accounting and fiscal depreciation

context linked to the Company
• User definable function – input or import accounting data model:

• Linked to the purchase transactions, o Chart of accounts to determine

optional generation of pre-commitments economic depreciation
(from purchase requests), generation of
commitments (from purchase orders) o fiscal plan to determine
accelerated depreciation or
• On request/order date or receipt forecast claw back
date
o fiscal plan to determine
• With/without non-deductible tax deferrable depreciation and
manage deferred depreciation
• Pre-commitments balance while
ordering, commitment balance while • IAS/IFRS depreciation context linked to
receiving or invoicing the IAS/IFRS accounting repository
(consolidated accounts)
• Commitment control, with user definable
signature workflow, which may be • Ability to manage up to 15 depreciation
different depending on whether the plans per fixed asset
budget is exceeded or not
• IFRS interest posting
• Carry-forward of commitments from one
year to another Depreciation methods

• User definable reporting comparing • Large list of depreciation methods

budget, pre-commitment, commitment (Straight line, Declining, Residual,
and actual Gradual, Production Unit, Constant,
Accelerated, etc.)
1.2 Fixed assets • Depreciation method management by
non-financial unit,
1.2.1 Fixed asset management
framework • determined by the rate of fixed asset
usage
Fixed asset management in accordance with
• Option to configure other depreciation

SAGE X3 VERSION 12 CAPABILITIES GUIDE 14

NOVEMBER 2022
 methods
• Depreciation basis and method specific
to each plan
Association of values
• Consistency of depreciation methods via
an identification system depending on
the value:
o of the Fixed asset accounting
code
o or the Fixed asset family
• Create a linked expense to a fixed asset
that is not already linked:
o Select standalone assets based
on custom criteria
o Add new expenses to the asset
Extended fixed asset record
• Dual valuation and dual account posting,
according to the Company accounting
repository and according to the Group
accounting repository
• Identification of Type of holding:
“Owned”, “Leased”, “Rented”,
“Franchised”, “Projected”
• Business sector to manage VAT deduction
rules
• Visibility of the various depreciation
plans on a configurable timescale: option
of automatic depreciation plan
calculation
• Traceability of physical and analytical
movements
• Traceability of renewals for “Franchised”
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
assets
• Link to related physical element(s) for
barcode registration and control stock
count purposes
• Link to contract for “Leased” and
“Rented” assets
• Link to production plan for assets
depreciated by
• Non-financial unit
• Management of data relating to vehicles
in order to produce a preparatory
statement for declaration
1.2.2 Fixed asset life cycle
• Traceability of Capitalized expenditure
• Taken from records of purchase invoices
and third-party supplier invoices
• Creation of Fixed assets from Capitalized
expenditure
• Splitting of Capitalized expenditure
• Grouping of Capitalized expenditure
• Fixed asset breakdown management
• Discounting of depreciable costs and
depreciation bases, due to additional
credit notes or invoices or due to
adjustments of VAT deductions
• Commissioning of fixed assets
• Allocation of Fixed assets: geographical
and analytical
• Creation and updating of depreciation
plans
15
 o Change of method: duration,
mode, prospective or
retroactive, in accordance with
plan standards
o Impairment management, for
recording a loss in addition to
the loss recorded through
depreciation
o Revaluation management,
according to market value or by
application of a coefficient
• Splitting of fixed assets, for reallocation
or partial issue
• Intra-group transfers: spinoff, merger and
demerger operations. Option of
simulation before execution.
• Asset issue (sale, disposal, loss), with
calculation of capital gain or loss
o These actions can be carried
out individually in a fixed asset
record, or applied in batch
mode to a selection of assets
o Ability to run closing process
in simulation mode
• Run a simulation on actual or provisional
asset disposals and track:
o Complementary tax
depreciation amounts
(provision and reversal) when
selecting the Accounts
depreciation plan.
o Tax reinstatement
depreciation amounts
(provision and reversal) when
selecting the Finance
depreciation plan.
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
1.2.3 Interim statements and closing
• Interim statements according to the
period breakdown of the Accounting
repository, for provisional or final
posting of the depreciation and
movements for the period
• Traceability and reporting of fixed asset
and depreciation transactions by account
and by heading
• Journal of detailed account entries
• Closure of fiscal year after application of
annual VAT deduction adjustments for
partial taxpayers and registrants
• Option of processing the first interim
statements for the following fiscal year
before closure of the current fiscal year
• Ready-to-use reports to obtain your fixed
asset position and movements; BI
universe with reports
1.2.4 Fixed asset stock count
• Records of registered physical elements
• Physical element bearing the barcode
registration, linked to the fixed asset: n physical
elements per fixed asset
• Allocation and movement management at
Physical element level, with a validation phase
to pass the movement on to the fixed asset:
Change of location; Asset issue
• Manage control stock counts, to check the
validity of fixed asset accounts
• Collection of registrations with a Pocket
PC (Windows mobile) fitted with a
barcode reader and Sage Inventory Tools
software to manage stock counts
• Automatic comparison of stock count file
16
 and Physical elements records in order to
identify and correct variances or suggest
updates
1.2.5 Fixed asset financing
• For leased or rented equipment:
management of the lease or rental
contract:
o Identification and
characteristics of the contract;
payment schedule
o Generation of account entries
for the company accounts and
consolidated accounts:
reprocessing of the fee if the
asset is depreciated in the
IAS/IFRS accounting data
model
o End of contract management:
equipment returned to lessor
or purchase option exercised
by acquisition of the
equipment
o Production of financial
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
commitment reports
• Management of equipment subsidies:
o Calculation of subsidies
allocated to investment
projects, posting to fixed
assets, calculation and posting
of the reintegration.
1.2.6 Franchised asset management
• For equipment made available to the
company by a franchisor, generally a
local authority:
• Management of franchise contracts and
riders: extension of the franchise with
effect on fixed assets
• Calculation and posting of provisions for
renewal
• Financial depreciation
• Renewal of franchised assets and
traceability of renewals
• Customer invoice creation on sale of
fixed asset
17
Supply Chain Management
2.1 Purchasing o Commercial risk analysis by
site, company or folder
2.1.1 Purchasing data model o Financial risk analysis by site,
company or folder
Supplier
o Multi-collective account
• Supplier breakdown: ordered, invoicing,
inquiry
paid and group
o Recent transactions inquiry
• Multi-address and multiple bank details
o Commercial history inquiry
• Management of contacts by address
o Supplier prices inquiry
• Management of discounts/bank charges
• Supplier reminder by undelivered orders
• Multi-type and multi-due date payment
on outstanding products
modes, with management of alternative
payment modes Product categories
• Commercial and financial monitoring • Grouping of products with similar
management rules
• Minimum order value
• Rapid creation of a product inheriting
• Multi-line orders the default management rules and values
for the category
• Supplier quality monitoring
• Association of management rules
• Supplier ranking
relating to inputs and issues
• Supplier work-in-progress control:
• Association of configurable allocation
o Real-time work-in-progress rules
status
• Association of configurable valuation
o Configurable work-in-progress rules
control (hold/release, etc.)
Products
• Inquiries with audit trail ranging from
general to detailed: • In stock or not, management of serial

SAGE X3 VERSION 12 CAPABILITIES GUIDE 18

NOVEMBER 2022
 numbers, lot numbers and sub-lot • Stock label management by packaging
numbers
Prices & Discounts
• Default supplier per product and per
product/site • Configurable price structure by supplier

• Version number (Major and minor version) • Configurable multi-criteria prices

• Commercial products, service provision • Price management by currency,

or sub-contract provision coefficient, quantity or

• VAT and parafiscal tax management • configurable formula

• Product reference, product description, • Inter-company prices

units, minimum purchase quantities
customizable by supplier • Prices applicable by date slots
(promotions)
• Identification of direct order suppliers by
product • Prices applicable by line and/or by
document
o Inquiries with audit trail
ranging from general to • Discounts and costs by line and by order,
detailed as a value, as a percentage, as a
cumulative total, cascaded
o Price catalogue inquiry
• Simulation of price application
o Stock inquiry by site
• Archive of prices and discounts applied
o Product cost inquiry
• Supplier catalogue import
o Competing product inquiry and
association • Advanced purchasing cost management
can include supply chain costs in total
o Product installed base inquiry purchase costs

Units 2.1.2 Inter-company/inter-site

• Stock units transactions
• Packing units with fixed or variable • Automated management of commercial
conversion factors transactions between sites belonging to
the same company or between sites
• Commercial units (sales, purchases) belonging to different companies:

• Configurable unit conversion rules for • Inter-company pricing

taking from another unit: unpacking,
incomplete unit management, unit • Retail sale orders generated
splitting automatically from purchase orders

SAGE X3 VERSION 12 CAPABILITIES GUIDE 19

NOVEMBER 2022
• Contract orders generated automatically
from purchase orders
• Sub-contract orders
• Inter-company invoicing with generation
of purchase invoice control on customer
site
• Management of logistical transactions
between sites belonging to the same
company or between sites belonging to
different companies:
• Inter-site deliveries
• Inter-site receipts with inheritance of the
stock characteristics of the
corresponding deliveries
• Customer or inter-site returns with
inheritance of the stock characteristics
of the corresponding supplier returns
• Immediate inter-site stock movements
for sites geographically close to each
other
• Setup movement rules and processes to
declare subcontracting flows
o Order/Receipt/Invoice
o Order/Invoice/Receipt
o Direct invoice
• Automatic or manual numbering
• Unlimited links between documents
• User definable printable text in
document header, footer and lines
• Custom order code identification by line
2.1.4 Advanced Purchasing Costs
Management
• APC (Advanced Purchasing Costs) enables
users to foresee the purchase costs for
international imports using international
standards (incoterm) or inland purchases
• Estimate the purchase cost of a good,
along with the logistic operations
included in the supply chain
• 2 methods of managing APC:
o Landed cost coefficient

2.1.3 Commercial documents o Cost Structure

• User-configurable entry transactions • Reconciliation between the Cost and the

(quick entry) Additional Invoice

• Configurable purchasing cycle: • On supplier order: purchase cost by line

or total, detail by cost nature
o RFQ (Request for
Quotation)/Purchase • Every step in the transportation of goods
request/Order can be defined by a cost with different
cost calculation
o Purchase request/RFQ/Order
• The cost structure is the list of costs for a
o RFQ/Order transport, including all of the steps.

o Order/Invoice • Cost-structure affected by product,

SAGE X3 VERSION 12 CAPABILITIES GUIDE 20

NOVEMBER 2022
 product-supplier, or product-supplier- • Disengagement from the previous stage
site by site at every stage of the transaction

• Management of product costs on the • Automatic generation of entries and

shipment direct posting of realized amounts on
budget line (invoices receivable, credit
2.1.5 Request for Quotation/Call for notes receivable, invoices, additional
invoices and credit notes)
tenders
• Audit trail from Purchase request, Order,
• Request management (multi-product and
Receipt and Invoice to corresponding
multi-supplier)
accounting document
• Request printout by supplier
2.1.7 Purchase requests
• Taking purchase requests into account
• Purchase request entry and printout
• Tender comparison
• Querying and justification of prices
• Responses and reminders applied

• Price line generation • General or commercial purchase requests

2.1.6 Expenditure authorization • Reorder suggestions taken into account

• Real-time budget monitoring • Requests for Quotation taken into

management account

• Budget control (with warning or freezing) • Manual or automatic purchase request

by value or quantity, with override limit balance
by user
• Order generation depending on
• Configurable signature processes for authorization
purchase requests, orders and contract
• Associated order inquiry
orders with additional process in the
event of budget overrun
2.1.8 Supplier orders
• Main and deputy signatory management,
switching • Entry and printout of supplier purchase
orders or contract orders with delivery
• Workflow engine incorporated into the schedule
process
• General or commercial purchase orders
• Automatic generation of pre-
commitment (purchase request) and • Rider management
commitment (order) entries
• Pre-payment management

SAGE X3 VERSION 12 CAPABILITIES GUIDE 21

NOVEMBER 2022
• Validation and signature process document.

• Reorder suggestions 2.1.10 Logistics

o Purchase requests and sub- • Optimize freight cost and quantity
contract orders taken into optimization according to container
account capacity
o Request for quotations taken • Plan shipments based on product in a
into account container and track the movement of that
container from supplier to delivery
• Automatic generation of direct orders
location
from customer orders with traceability
(direct order or order on receipt) • Supplier shipment coordination to
reduce transportation costs
• Manual or automatic purchase order
balance o Identify other products and
suggestions for the supplier
• Back order management
o View trends to order based on
• Querying and justification of prices
history in product usage
applied
o Container capacity freight
• Order progress (traceability, receipt,
costs estimating
invoices, etc.)
o Container selection to identify
• Inquiries with audit trail:
weight and volume capacity
o Receipt and invoice inquiry
o Compare selected lines with
o Consumed purchase request available capacity
inquiry
o Manually enter weight &
volume fields when needed
2.1.9 Purchase workflow
• User Step Tracking (to specify
• Purchase requests, orders, and open customized tracking by setting a list of
orders to sign steps)
• Signed requests, orders, and open orders
2.1.11 Decision aid tools
• Historical purchase open orders, and
Buyer’s workbench
purchase documents signed
• Consumption of suggestions and
• History of documents on which there is an
purchase requests
approval or rejection
• Direct orders
• Cancellation of the signature action for a

SAGE X3 VERSION 12 CAPABILITIES GUIDE 22

NOVEMBER 2022
• Supplier choice • Adjustment of additional invoice (carrier
invoice)
• Option to modify the usual direct order
supplier 2.1.13 Stock
• Standard, inter-company or inter-site • Traceability
order generation
• Actual or projected stock inquiry with
Overall schedule first availability date
• Multi-site analysis by product family or • Detailed stock inquiry
product
• Inquiry by storage site or consolidated
• Critical orders highlighted inquiry
• Order grouping • Stock movement history inquiry
• Generation of orders, delivery requests or • Stock in transfer and transit inquiry
purchase requests (inter-site or inter-company)
Workbench
2.1.14 MRP calculation
• Single-site, single-product analysis
• Point/periodic/inter-site reordering
• Order grouping
• MRP calculation
• Generation of orders, delivery requests or
purchase requests • Purchase recommendations for specific
Project and tasks
2.1.12 Stock valuation • Calculation according to safety stock
• Cost monitoring: global, detailed and at a
specific date 2.1.15 Receipts

• Standard cost, Revised standard cost,
Average unit cost, Average lot cost, FIFO,
LIFO, last purchase price and simulated
cost, standard price and simulated price
• Distribution coefficient
• Valuation of sub-contracted work-in-
progress
• Adjustment of supplier invoice (value,
quantity, exchange rate)
Direct receipt or receipt by order line
picking
• Receipt of inter-site shipments or inter-
company shipments
• Receipt of sub-contracted services
• Detailed receipt or quick receipt on the
dock with management of storage plans
to supplement stock information
• Sub-contract stock issues

SAGE X3 VERSION 12 CAPABILITIES GUIDE 23

NOVEMBER 2022
• Location, supplier or internal batch and 2.1.18 Supplier invoices
serial number management
• Configurable invoice types
• Receipt position (invoices, returns)
• Recording and checking
• Stock label printing
• User authorization based on payment
• Suspended movement and stock-out level authorization
processing
• Invoice/Receiving slip/Order
2.1.16 Quality assurance reconciliation

• Batch and sub-batch number • Credit note/Return/Invoice

management reconciliation

• Serial number management • Additional invoices and credit notes

• Use-by date management • Breakdown of invoice footer elements by

• Stock status management: accepted,
rejected, inspected
• Re-inspection date management
• Stock sub-status management
• Quality control record creation
• Quality control procedures with analysis
request
line
• Value adjustment of stock movements
according to invoice variances
• Additional invoice of shipment (to create
invoices for carriers, forwarders, other
service partners directly for a shipment)
• Define estimated date for service
contract invoices

• Expiry date management

2.1.19 Integration to accounts

• Upstream and downstream traceability • Invoices receivable

management
• Credit notes receivable
2.1.17 Returns • Supplier invoices

• • Creation of returns by selecting • Pre-commitments and commitments with

receipt lines or direct entry budget control

• • Reincorporation of returned • Pre-payment management

quantities on order
• Stock movement posting
• • Generation of corresponding credit
note • Posting of sub-contracted work-in-
progress

SAGE X3 VERSION 12 CAPABILITIES GUIDE 24

NOVEMBER 2022
• Analytical dimension type management • Sub-contract lead time by supplier

• Tax • Suggestion and generation of sub-

contract orders following net
• VAT on debits and receipts requirements calculation

• EU Intra-community VAT • Material reorder and deliveries

• Parafiscal tax by value and as a • Allocations/De-allocations

percentage
• Sub-contract order consumption
• Formulae applicable to parafiscal taxes monitoring
(threshold, quantity, etc.)
• Projected sub-contract cost calculation
2.1.20 EU Exchange of goods and inquiry
declaration (EGD) • Sub-contract cost price calculation and
inquiry
• Customs nomenclature incorporation and
product record association interface
2.2 Inventory Management
• Registered Export (REX) identifier
2.2.1 Stock data model
• Recording of data necessary for exchange
of goods declaration (rules, natures, Product categories
delivery conditions, etc.)
• Grouping of products with similar
• Extraction function for transactions management rules
subject to declaration, with option to
modify extracted information • Rapid creation of a product inheriting
the default management rules and values
• Report for checking information subject for the category
to declaration
• Association of management rules
• Management of specific local features of relating to inputs and issues
the EGD report (Portugal, UK, Italy, etc.)
• Association of configurable allocation
2.1.21 Sub-contract rules
management • Association of configurable valuation
rules
• Sub-contracted service or production
(components or materials supplied and Product base
not supplied)
• Technical information
• Sub-contract bill of materials
• Management information
• Sub-contract order

SAGE X3 VERSION 12 CAPABILITIES GUIDE 25

NOVEMBER 2022
• Commercial information License Plate Number (LPN)

Multi-unit • LPN identification

• Stock units • Products assignments to LPN in stock

• Packing units with fixed or variable
conversion factors
• Commercial units (sales, purchases)
• Configurable unit conversion rules for
taking from another unit: unpacking,
incomplete unit management, unit
splitting
• Stock label management by packaging
Multi-site and multi-company
• Inter-site and inter-company transfer
order management
entries
• LPN availability on every stock
transactions
• Split/Merge operations
• Stock issue of products in/on LPN
• Available for standard Sage X3 Mobile
Automation transactions (distribution)
• Manufacturing flow support
• Improved performance when creating a
license plate number on the fly on stock
receipt flows

• Inter-site reorder 2.2.2 Quality Assurance

• Picking location and sub-contract • Batch and sub-batch number
location reorder management

• Use-by date management

Multi-warehouse
• Serial number management
• Stock access control:
• Stock status management: accepted,
• By user group and by transaction type rejected, inspected
• Grouping of locations in warehouses • Re-inspection date management
Multi-location • Stock sub-status management
• Location structure definition • Quality control record creation
• Fixed or random storage • Quality control
• Location allocation policy • Sampling management (ISO 2859)
• Location release policy Expiry date management
• Third-party stock management • Upstream and downstream traceability

SAGE X3 VERSION 12 CAPABILITIES GUIDE 26

NOVEMBER 2022
 management • Stock in transit

2.2.3 Stock movements 2.2.5 Stock inquiries

• Receipt, quick receipt on dock, storage • Summary stock schedule by period
plan
• Detailed stock schedule
• Use Licence Plate Number (LPN) to move
multiple associated stock items • Inquiries with audit trail ranging from
general to detailed:
• Internal movements, grouping,
ungrouping o Stock by site

• Shipment preparation o Stock by batch

• Delivery (Order, picking list) o Stock by serial number

• Load preparation (post-load preparation, o Stock by location

manual load preparation)
• Current stock
• Customer and supplier returns
• Available stock
• Stock counts
• Projected stock
• Allocation plan to work-in-progress
• Stock past use-by date or inactive
• Grouping/Ungrouping
• Stock movements
2.2.4 Cumulative stock totals • Allocation details
• Physical stock • Expired stock
• Allocated stock • Traceability inquiry upstream,
downstream, by batch or by part
• Reserved stock
• Stock by version number (Major version)
• Controlled stock

Available stock 2.2.6 Stock count management

• Ordered stock • Stock count session management,
incorporating stock count lists
• Projected available stock
• Comprehensive perpetual stock counts by
• Missing stock location, by product

• Transferred stock • Configurable stock count transactions

SAGE X3 VERSION 12 CAPABILITIES GUIDE 27

NOVEMBER 2022
• Reorder management 2.2.9 Integration to accounts
• Calculation: • Posting of stock movements with
aggregation criteria
o economic order quantities
• Multi-dimension analytical incorporation
o reorder points

o safety stock 2.2.10 Additional on-premises

capabilities
o maximum stock
The following additional capabilities and web-
• MRP calculation based functions are available to customers
opting for a private cloud deployment, either
• Periodic reorder
on-premises or partner-hosted.
• Reorder when reorder point reached Sage X3 Mobile Automation with handheld
devices (Distribution)
• Preparation area reorder
Secure shop floor execution and automation
• Sage X3 Mobile Automation with of processes including:
handhelds (distribution)
• Purchase receipts
2.2.7 Stock valuation
• View purchase order to receive
• Standard price
• View purchase order
• Revised standard price
• Putaway
• Simulated price
• Stock changes
• FIFO price
• Location reordering
• LIFO price
• Stock by location
• Weighted average price
• Stock by product site
• Last price
• Pick ticket
2.2.8 Analysis tools
• Miscellaneous receipt
• Consumption analysis
• Miscellaneous issue
• Histories
• Intersite transfer
• Stock Valuation reports
• Subcontracting transfer
• Stock turnover, etc.

SAGE X3 VERSION 12 CAPABILITIES GUIDE 28

NOVEMBER 2022
• Stock count including counts for hold/release on multiple
products managed by global serial criteria
number
• Factoring
• Stock change by LPN
• Commercial and financial monitoring
• Group LPN
• Minimum order value
• View stock by LPN
• Customer credit control:
• Product descriptions
o Real-time customer credit
• LPN linking and unlinking situation

• LPN splitting o Configurable credit control

(Company, Folder, hold, etc.)
• Label printing
• Customer inquiry with audit trail ranging
• Messages display with a sound from general to detailed:

• Stock count in blind mode o Commercial risk analysis by

site, company or folder
2.3 Sales Management
o Financial risk by site, company
2.3.1 Customers or folder

o Aged trial balance inquiry

• Customer breakdown: ordered, delivered,
invoiced, group, payer, risk and factor o Account inquiry
• Multi-address, multiple delivery points, o Recent transactions inquiry
multiple bank details
o Commercial history inquiry
• Management of contacts by address
o Customer prices inquiry
• Management of discounts/bank charges
o Customer installed base
• Multi-type and multi-due date payment inquiry
modes, with management of alternative
payment modes
2.3.2 Sales representatives
• Reminder management:
• Allocation of sales representative’s
o Multi-level reminders commission by multi-criteria
configuration
o On minimum threshold
• Multiple sales representatives per order
o Individual or mass customer with automatic allocation

SAGE X3 VERSION 12 CAPABILITIES GUIDE 29

NOVEMBER 2022
• Management of targets by sales rules
representative
• Association of configurable valuation
• Allocation of sales representatives by rules
market sector
2.3.6 Products
• Planning or recording of commercial
actions (appointments, calls, tasks, etc.) • In stock or not, management of serial
numbers, lot numbers and sub-lot
• Printing of commission allocation notes numbers

• Version number (major and minor version)

2.3.3 Prospects • Commercial products, service provision

and after-sales
• Prospect management and follow-up
• Commercial bill of materials or kit type
• Sales contact follow-up products with option and variant

• Allocation to a market sector • Alternative and/or replacement product

• Conversion to customer • Associated packaging (load preparation)

2.3.4 Carriers • VAT and parafiscal tax management

• Carrier management • Commercial information (base price,

theoretical price, floor price, minimum
• Pricing by weight and volume, by time margin, etc.) with entry control
slot and by region
• Loan, direct order authorization
• Invoicing by threshold
• Audit trail inquiries ranging from general
• Simulation tools to detailed:

2.3.5 Product categories Price catalogue inquiry

• Grouping of products with similar o Stock inquiry by site

management rules
o Product cost inquiry
• Rapid creation of a product inheriting
o Competing product inquiry and
the default management rules and values
association
for the category
o Product installed base inquiry
• Association of management rules
relating to inputs and issues
2.3.7 Units
• Association of configurable allocation

SAGE X3 VERSION 12 CAPABILITIES GUIDE 30

NOVEMBER 2022
• Stock units • Price import

• Packing units with fixed or variable • Price rules can be set based on the
conversion factors country and state of delivery

• Commercial units (sales, purchases) • Tax code management within sales

documentation
• Configurable unit conversion rules for
taking from another unit: unpacking, • Discount policy management for
incomplete unit management, unit multiple tax levels on the same sale
splitting documentation

• Stock label management by packaging

2.3.8 Prices & Discounts 2.3.9 Inter-company/Inter-site

• Configurable multi-criteria prices • Automated management of commercial
transactions between sites belonging to
• Price management by currency, the same company or between sites
coefficient, quantity belonging to different companies:

• or configurable formula o Inter-company pricing and

price recalculation
• Management of free products
o Retail sale orders generated
• Inter-company prices automatically from purchase
orders
• Set sale price as a coefficient of
purchase price o Sale orders generated
automatically from contract
• Prices applicable by date band - purchase orders
promotions
o Inter-company invoicing with
• Prices applicable by line and/or by generation of purchase invoice
document control on customer site
• Discounts and costs by line and by order, • Management of logistical transactions
as a value, as a percentage, as a between sites belonging to the same
cumulative total, cascaded company or between sites belonging to
different companies:
• Simulation of price application
o Inter-site deliveries
• Archive of prices and discounts applied
o Inter-site receipts with
• Price catalogue
inheritance of the stock
• Price revisions characteristics of the
corresponding deliveries

SAGE X3 VERSION 12 CAPABILITIES GUIDE 31

NOVEMBER 2022
 o Customer or inter-site returns
with inheritance of the stock
characteristics of the
corresponding supplier returns
o Immediate inter-site stock
movements for sites
geographically close to each
other
• Incorporated into quotes and orders
2.3.12 Quotes
• Entry/printout of quotes for customers or
prospects
o Delivery address, shipping site,
delivery time on quote line

• Management of inter-company credit o Real-time margin calculation

levels and price controls
o Validation and signature
2.3.10 Commercial documents process

• User-configurable entry transactions o User control of minimum

(quick entry) margin and/or floor price

• Configurable sales cycle: o and/or minimum value and/or

quantity
o Quote/Order/Invoice
o Querying and justification of
o Order/Invoice prices applied

o Quote/Order/Delivery/Invoice o Validity date monitoring

o Order/Delivery/Invoice o Open quotes report

o Delivery/Invoice o Pro forma invoice calculation

and printout
o Counter invoice
o Define rules and processes for
• Automatic or manual numbering sales quotes

• Unlimited links between documents o Document counter for each

type of sales quote
• Management of printable text in
document header, footer and lines 2.3.13 Orders
• Identification by custom order code • Configurable order type:

2.3.11 Commercial configurator o Retail orders

• Choice of products, options and variants o Loan orders

• Creation of multi-level technical data o Contract orders (delivery

and rules schedule, ahead/delay

SAGE X3 VERSION 12 CAPABILITIES GUIDE 32

NOVEMBER 2022
 management) • Define rules and processes for sales
orders
• Order entry/printout for customers and
prospects with automatic prospect to • Document counter for each type of sales
customer conversion orders

o Rider management • Manual hold on sales order

o Order progress • Sales order flow management when credit

limits are reached.
o Querying and justification of
prices applied

o Total or partial quote 2.3.14 Sales workflow

conversion
• Sales quotes, order, and open order to
o Delivery address, shipping site, sign
delivery time, carrier, etc. on
order line • Signed quotes, orders, and open orders
• Delivery routing available, including • Historical sales quotes, orders, and open
mapping orders signed
o Real-time margin calculation • Viewing the history of documents with an
approval or rejection
• Validation and signature process
• Cancellation of the signature action for a
o Back order management
document
o User control of minimum
margin and/or floor price 2.3.15 Allocation
and/or minimum value and/or
quantity • Customer reservation with validity end
dates
o Order book
• Posting of reservations on orders
o Pro forma invoice calculation
and printout • Manual or automatic stock allocation
with configurable criteria
o Direct purchase order (direct or
receipt) or work order • Manual or automatic de-allocation
generation by line
• General or detailed allocation
• Pre-payment management with option of
• Stock-out management
order suspension
• Allocation inquiry
• Generate a sales order from a quote

SAGE X3 VERSION 12 CAPABILITIES GUIDE 33

NOVEMBER 2022
• Controls during stock issue on available • Detailed stock inquiry
stock at the effect date to manage strict
chronological stock flow when issuing • Inquiry by storage site or consolidated
stock. inquiry

2.3.16 Logistics • Stock in transfer and transit inquiry

(inter-site or inter-company)
• Shipment preparation management
• Document tracking to the Shipment and
• Automatic picking list generation or Transport
manual creation
• Management on inbound shipments
• List of products to be delivered
• Management of none invoiceable
• Run code management deliveries

• Full or part delivery of orders or order 2.3.17 Loans

lines
• Loan note entry and printout
• Direct delivery of materials to a sub-
contractor • Open loan monitoring

• Load preparation management, for • Traceability by serial number and batch

recording purposes or post-load number
preparation
• Return management
• Load preparation list, load preparation
labels • Unreturned goods invoicing

• Picking list, delivery note, etc. printout 2.3.18 Invoicing

• Management of carriers and associated • Configurable invoice type
costs
• Invoice printing with number of copies
• Customer return management with or configurable by customer
without quality control
• Automatic or manual creation
• Sage X3 Mobile Automation with
handhelds (distribution) • Invoicing by customer, order, delivery
note, delivery point or period
• Stock
• Printout of invoice statements by
• Upstream/downstream traceability customer or period
(Batch, Serial no.)
• Automatic or manual invoicing of service
• Actual or projected stock inquiry with requests (intervention, parts)
first availability date

SAGE X3 VERSION 12 CAPABILITIES GUIDE 34

NOVEMBER 2022
• Automatic or manual invoicing of exchange of goods declaration (rules,
maintenance contracts (revision by index natures, delivery conditions, etc.)
in particular)
• Extraction function for transactions
• Automatic invoicing of inter-company subject to declaration, with option to
stock movements modify extracted information

• Scheduled invoices management • Report for checking information subject

to declaration
• Electronic signature of invoices
(Detection of any changes in critical • Management of specific local features of
information after validation, whatever the EGD (Portugal, UK, Italy, etc.)
they have been made)
• Attach Economic Operations Registration
2.3.19 Incorporation into an Identification (EORI) number to the
relevant import and export documents.
accounts You can now attach your EORI number to
companies, sites and BPs.
• Customer invoices

• Invoices for issue 2.3.22 Sales statistics: examples

• Pre-payment management • Sales Order turnover by product (by
customer, family, sales representative,
• Stock movement posting geographical area, etc.)

• Analytical dimension type management • Sales Order turnover for the day

2.3.20 Tax • Invoiced turnover by product (by

customer, family, sales representative,
• VAT on debits and receipts geographical area, etc.)

• EU Intra-community VAT 2.4 Customer Service

• Parafiscal tax by value and as a 2.4.1 Marketing
percentage
Competing products
• Formulae applicable to parafiscal taxes
(threshold, quantity, etc.) • Competitor product number management

2.3.21 EU Exchange of goods • Comparison of strengths and weaknesses

declaration by product

• Customs nomenclature incorporation and Call script

product record association interface
• Production and modification of
• Recording of data necessary for the questionnaires

SAGE X3 VERSION 12 CAPABILITIES GUIDE 35

NOVEMBER 2022
• Information collection during phone • Call script definition and retrieval
campaigns
• Feedback inquiry
• Assisted approval of third-party
databases and participants • Access to detailed information to
monitor the entire audit trail
Marketing campaigns
Trade show wizard
• Marketing campaign and scheduled
budget monitoring • Exhibition characteristics entry

• Detailed campaign inquiry and multi- • Feedback inquiry

level monitoring of current marketing
operations enabling complete • Access to detailed information to
monitoring of the entire audit trail monitor the entire audit trail

• Microsoft Word mail merge available for Press campaign wizard

quick and easily mass mailing of
• Press campaign characteristics entry
marketing campaigns; mail merge uses
templates you have stored, allowing for • Feedback inquiry
visuals to be included
• Access to detailed information to
Direct mail wizard monitor the entire audit trail
• Recipient selection
2.4.2 Commercial action
• Handling of panels generated from
advanced targeting Prospects/customers

• Sample display • Main and temporary sales representative

management
• Message design or emailing retrieval
• Automatic handling of checks linked to
• Sending method selection conversion of prospect to customer

• Sent history creation For customers:

• Feedback summary in table format • Token credit and points debit

management
• Access to detailed information to
monitor the entire audit trail • Customer installed base inquiry

Phone campaign wizard • Sold-to-party association

• Panel definition or retrieval • Planning or recording of commercial

actions (custom orders, tasks,
• Call breakdown by cross-referenced appointments, calls, service requests,
criteria warranty requests, service contracts)

SAGE X3 VERSION 12 CAPABILITIES GUIDE 36

NOVEMBER 2022
• Global pre- and after-sales history • Association with a custom order
inquiry for creation of an audit trail
• Option of fuzzy date management
• Customer installed base inquiry
• Multi-participant schedule conflict
Participants control

• Independent participant management • Direct de-scheduling of conflicting

• Management of relationships with third
parties, companies, sites, users and
accounts
• Market sector management
• Customer/prospect/contact portfolio
segmentation
• Manual or automatic multi-criteria
allocation of main and temporary sales
representatives
participants
• Resource reservation management
• Meeting address search
• Commercial action planning: custom
orders, tasks, calls, service requests
Tasks
• Management of commercial actions other
than calls or appointments

Calls • Association with a custom order

• Incoming call recording or scheduling of • Requester delay alert management

calls to be made
• • Commercial action planning: custom
• Association with a custom order orders, appointments, calls, service
requests
• Option of fuzzy date management
Synchronization with MS Outlook
• Automatic call forwarding
• Contact synchronization between Outlook
• Call attempt management and Sage X3

• Call number search • Commercial action synchronization

between Outlook and Sage X3 (tasks,
• Price search calls and appointments)

• Call script running • Workbench of records to be synchronized

• Commercial action planning: custom • Mass processing and update tracking

orders, tasks, appointments, service option
requests
• One-click email from customer service
Appointments functions

• Appointment scheduling • Access to solution functions from

SAGE X3 VERSION 12 CAPABILITIES GUIDE 37

NOVEMBER 2022
 Microsoft Outlook client (rich content • Model contract specification (loan,
and hyperlinks in emails) warranty, service)

Custom orders • Token credit and points debit

management
• Competitor management
• After-sales bill of materials management
• Sales cycle monitoring from start to
finish, • Product type: miscellaneous, spare part,
labor, travel expenses, service contract
• with process automation
• Automated stock issues on consumption
• Associated custom order management of spare parts managed in stock

• Handling of checks linked to quote Customer installed bases

creation
• Automatic generation and updates from
• Commercial action planning: tasks, deliveries, returns, etc.
appointments, calls, service requests
• Loan units installed base management
• Quote history by custom order
Physical location management
2.4.3 Customer Support
• Splitting by geographical location of
‘Sold to’ parties installed base

• Management of several ‘sold to’ parties • Breakdown of results by customer type:

per customer direct customer, wholesaler or retailer

• Configuration of information held • Associated service contract history

against sold-to-parties (applicable cover and warranties)

Service providers • Installation history

• Service provider partner skills Service contracts

management
• Optional approval from a model contract
• Area of activity management
• Management of different service contract
• • Management of financial conditions types
of collaboration
• Definition of area of application of cover,
Products management of charging threshold by
installed base, component, skill (option
• Automatic generation of customer of adding restrictive financial rules)
installed base on validation of sales
movements • Definition of cover, management of
charging threshold by installed base,

SAGE X3 VERSION 12 CAPABILITIES GUIDE 38

NOVEMBER 2022
 component labor • Automatic request coverage control

• Definition of area of application taking • Automatic time-stamping

into account cost constraints
• Points consumption in accordance with
• Automatic generation from sales flat rate and additional debit rules
movements
• Consumption options:
• Automatic creation from accumulation of
purchasing credit o Parts (stock management)

• Automatic management of revaluations, o Hours of labor

renewals, etc.
o Travel expenses
• Invoicing schedule calculation
• Automatic invoicing
• Management of quality constraints by
severity level • Solution identification and definition

• Automatic invoicing • Operations planning and recording

• Invoice, due date and payment history • Planning of actions to be performed and
recording of completed actions
• Revaluation and renewal history
• Request status history
Warranty requests
• Modification history
• Warranty coupon management
• Escalation history
Service requests
• Operations
• Option to allocate a sold-to-party per
user • Automatic search for skilled, available
employees
• Automatic allocation to skills family
• Automatic search for skilled service
• Identification of installed base and providers in the area of competency
associated after-sales bill of materials
• Schedule conflict control
• Option of allocation to:
• Resource reservation
o dispatches
• Operation address management
o employee
• Spare parts consumption and stock issue
o queue monitoring

o commercial department • Knowledge base search for solutions

SAGE X3 VERSION 12 CAPABILITIES GUIDE 39

NOVEMBER 2022
• Report entry • Option to save reports

Knowledge base • Third-party and participant search

• Search by: multiple key words, original • Commercial action planning: custom
request, solution, skills family, employee, orders, tasks, appointments, calls, service
creation date, content requests

• Decision aid tools Diary – after-sales workbench

Marketing schedule • Open and pending service requests

• Multi-level view of active campaigns and • Pending and delayed operations

operations enabling complete
monitoring of all activities • Dispatching content

• Marketing campaign and scheduled • Employee and queue load statistics

budget monitoring
• Temporary employee management
Diary – pre-sales workbench
• Search:
• Graphical display of commercial
activities (tasks, calls, appointments) o for solutions

• Daily weekly or monthly views (days o for service requests

worked or working days)
• Operation planning or recording
• Commercial employee time management
• Plan actions to be performed and record
• Outstanding activities: appointments, completed actions
calls, tasks, custom orders, marketing
• Service request tracking
campaigns
• Third-party or participant identification
• Late activities alerts
• Inquiries:
• Review prospect/customer and
participant histories for each type of o Service requests
activity
o Queues
• Accelerated contact search on calling
and call forwarding function o Employees
• Call script running o Skills

• Audit trail, access to details of each o Escalations

activity

SAGE X3 VERSION 12 CAPABILITIES GUIDE 40

NOVEMBER 2022
Manufacturing
3.1 Data Model bill of materials

• Store - circuit & drawing references can

3.1.1 Manufacturing management be recorded against production BOM
component records
• Association of categories and product
families, etc. • Manage production of prototypes by Work
Order:
• Different management methods (on
order, from stock) o Record notes when testing a
design revision
• Allocation of reorder policies,
seasonality o Separate production BOM for
each revision of a design
• Data used for management control
product
• Multi-production unit
o Record a work order to create a
• Association of attachments prototype of the new design
product
3.1.2 Product design/New Product o Track production of a
Introduction prototype product

• Bill of materials design process Once approved, the designed product can
be released and produced in multiple
• Revision management alternatives

• Planned cost calculation for the design 3.1.3 Bill of materials management
bill of materials
• Multi-bill of materials (Commercial,
• Management of new materials Production, Sub-contracting, etc.)
• Pilot management • Current bills of material
• Publication of: • Formula % bills of material
o New materials to production • Mass maintenance
o New bill of materials to the
• Manage changes on a product and bill of
products and manufacturing
materials

SAGE X3 VERSION 12 CAPABILITIES GUIDE 41

NOVEMBER 2022
• Control the use of a product for a version
number in different flows (Sales,
Purchases, Manufacturing,
Subcontracting, Stock issues)
• Version management (Major and minor
version)
• Track changes to versioned bills of
material
3.1.4 Technical data management
• Calendar and timetable management
• Product and technical data configuration
via configurator, also accessible in quote
and sales order management
• Use of data generated by configurator
• Version management (Major and minor
version) in the routing
• Mass replacement and deletion in
versioning
• Critical changes (add, update, remove) in
versioning

• Work center group management 3.2 Production launch

• Work center management: • Multi-product work order launch

o Machine, labor, sub-contract • Multi-level work order launch

center
• Work order feasibility test (trial kit)
o Multi-work center
• Material and load updates
o Calendar exception
management • Manage potency and adjust quantity
required
• Routing sheet management:
• Scheduling function
o Multi-routing sheet
• Order smoothing
o Current operations
• WO updating
o Parent routing sheets
• Production folder
o Standard operations library
• Production monitoring (WO by WO or
o Change of units mass)

o Operation sub-contracting • Management without WO

o Inter-operation scheduling • Import WO without production routing

principles
3.3 Overall schedule
o Plan association
• Multi-site analysis by product family or
o Mass maintenance of technical
product
data

SAGE X3 VERSION 12 CAPABILITIES GUIDE 42

NOVEMBER 2022
• Critical orders highlighted • Orders to be rescheduled

3.1.1 Workbench • WO progress

• Single-site, single-product analysis • Monitoring by WO

• Order grouping • Sub-contracted operations

• Planners’ and Buyers’ decisions and 3.4 Automatic processes

analysis
• Mass allocation/de-allocation
• Production indicators
• Series WO re-planning
• Use of resources
• Mass scheduling/un-scheduling
• Delay analysis
• Automatic launch
• Lead-time analysis
• WO suspension/re-activation
• Operations output
• Direct work order
• Material output
• WO and/or mass operation shifts
• Production output
3.5 Reorders
• Sandbox environment
• Reorder when reorder point reached
• Real-time costing updates
• MRP reorder (on order, from stock):
• Automated creation of new inventory
items o Configurable reorder policies
(MRP, technical batch, cover
3.1.2 Inquiries and seasonal safety stock)

• Stock-in-progress by product o Requirement origin

traceability (pegging)
• Load stock-in-progress
• Inter-site reorders based on conclusion of
• Current projected stock contracts between two partner sites

• Material stock-outs 3.6 Management control

• Material consumption
• Valuation and overheads section
• Industrial cost price analysis definition

• Allocation details • Projected cost calculation (standard cost,

revised standard cost, simulated cost,

SAGE X3 VERSION 12 CAPABILITIES GUIDE 43

NOVEMBER 2022
 budget cost) • Management of priority and deadline
monitoring
• Production cost price calculation
(projected/actual) • Report on the root causes analysis

• Stock-in-progress valuation 3.8 Change Control Management

• Variance analysis by product
• Work-in-progress accounting interface
(stock movements and time spent)
• Multi-dimension analytical interface
3.7 Non-Conformance
Management
• Manage all changes made to a product or
system
• Enter a change, review the potential
impact and send to approval
• Full traceability and security that
changes are done only by authorized
users

• Direct Non-conformance for a product or 3.9 Configure to order

without product
• Custom order management and
• Non-conformance triggered from a monitoring of production (customized or
document: special product)

o Customer Return • Custom order creation from quote

o Purchase receipt • Custom order broken down by batch or

o Production Tracking
• Automatically preloaded with the
document link
• Link Non-conformance on document
header or line
• Link production tracking line with
License Plate Number for manufactured
product not managed by lot.
• Root causes analysis
• Status management (New, in progress,
Plan, Implement, Complete, Closed)
• Action plan Preventive or Corrective
actions
task (design, sub-contracting,
production, costs, etc.)
• Custom order line budget definition
(entered or calculated)
• Sub-custom order management
• Posting of purchases and time spent per
custom order
• Custom order progress monitoring
• Projected, committed and actual budget
monitoring and control
• Macro load schedule per custom order
• Custom order balance sheet
Additional on-premises capabilities

SAGE X3 VERSION 12 CAPABILITIES GUIDE 44

NOVEMBER 2022
The following capabilities are available to • Master production schedule (multi-site,
customers opting for a private cloud use of macro bills of materials (Planning
deployment, either on-premises or partner- BOMs), macro routing sheets, operational
hosted. plans, budget, simulation)

3.10 Weighing scale • MRP calculation:

• Weigh scale definition in technical data o Multi-site

o Weighing box and box grouping o Suggestion analysis

o Scales authorized for different o Re-planning messages

weighing stations
• Material weight management during
production process
• Workbench for selection of work orders
for weighing
• Management of different types of raw
material (Excipients and Materials QSP
and Rectification materials)
• Prevent ‘not managed’ products being
considered on the worktable
3.12 Shop Floor Tracking
• Collection of labor time
• Direct labor (setup and run)
• Indirect labor (breaks and indirect time)

• ISH (Instructions, stock and handling) • Actual and elapsed time

technical data sheet
• Multi-tasking (synchronized or
• Weighing and weighing reconciliation unsynchronized)

• Container management • Automatic breaks

• Weighing status • Time and attendance (Clock in/out)

• Interface with weigh scales • Indirect Time Entry (Clock in/out)

3.11 Planning • Break Time Entry (Clock in/out)

• Trial kitting • Team Entry

o Calculate production capacity • Shop Floor Tracking Workbench

for a specific date
o Trial kitting action added to
ordered quantity field in sales
Orders function
• Projected consumption management
3.13 Sage X3 Mobile Automation
with handhelds ( for
Manufacturing and Distribution)
• Material consumption

SAGE X3 VERSION 12 CAPABILITIES GUIDE 45

NOVEMBER 2022
• Production declaration • Production label printing
(Manufacturing)
• Production time monitoring
• Material consumption management
• Shop floor tracking (Manufacturing)

• Stock management rules 3.14 Application extensions

• Production declaration (Manufacturing)
• PLM Connector (Product Life Cycle
• Time tracking (Manufacturing) Management)

Project Management
4.1. Project planning & management
• Integrated into all X3 processes, Project • Cost type management
link with quote, purchasing, sales, work
order and MRP • Project billing

• Project Work and Product Breakdown 4.3 Financial follow up

Structure (PBS and WBS) Multi-level
description of the tasks, preparing the
operational and manufacturing process
• Task dependencies / Task operation
dependencies
• Project billing center
• Project Cost Breakdown Structure (CBS)
Multi-level description of budgets,
allowing the project cost follow-up

• Task progress estimation • Multi-project consolidation

• Advanced project duplication function • Financial follow-up function to monitor

the budget and expenses of projects
• Analytical dimensions initialized for
Project management on manufacturing • Financial snapshot and comparison
documents
• Stock allocations on project tasks
• Define an estimated progress on budgets
• Expenses link with project
• Import a project
• Saleable
4.2 Project tracking
• Sold product
• Project Snapshot
• Schedule invoice
• Global Project overview task and budget

SAGE X3 VERSION 12 CAPABILITIES GUIDE 46

NOVEMBER 2022
• Create non invoiceable deliveries from • View and modify the Currency rate for a
project tasks specific timesheet quantity.

• Milestone billing • Analytical dimensions Time entry detail

screen.
• Credit memos
• Filter employee time records by
• Time billing Operating site.

• Multi-projects billing center • Load and capacity – graphical view of

employees workloads
• Financial overview with sales deliveries
(to manually allocated products on 4.5 Revenue recognition
projects)
• Revenue recognition rule attached to the
• Project billing with credit memos
project:
4.4 Time management o Free percentage of completion
(entered)
• Employee assignments (to assign
employees to an operation) o Cost-based percentage of
completion (Calculated)
• Time entries to enter the time spent on a
project at the operation, task and budget • Traceability and justification of the
level and separate grouped time entry calculation:
lines into separate, individual lines
o Actuals are extracted from the
• Duplicate the time spent from one week G/L, Free definition of actuals
to another when creating time entry based on the chart of accounts
records
o Forecasts are extracted from
• Time entry control the last financial snapshot.

• Weekly timesheet tracking • Periodic Revenue recognition process:

• Activity tracking templates o Calculation of a proposal

• Record time for non-project activities o Ability to adjust the result by

such as administrative time, annual leave authorized users
and sick leave
o Validation and automatic
• Time category initialization posting

• Currency rate and remaining load update • Calculate actuals through dimensions
in Time summary table in Weekly
timesheet function.

SAGE X3 VERSION 12 CAPABILITIES GUIDE 47

NOVEMBER 2022
Reporting and Business
Analytics
5.1 Decision aid tools
Sage X3 provides comprehensive features that
enables users to analyze data in a self-service
manner and to take the right decisions. Realtime
analytics, alerts, and notifications empower
each role in your organization to respond quickly
to changing business conditions.
5.1.1 Reporting and Analytics
• User-defined dashboards based on
trigger events
• Configurable inquiries on any data table,
with automatic or manual joins, sorting
and selection
• Inquiries to search and filter predefined
data collections using a variety of
prebuilt parameters
• Requesters define a data view by
selecting from the available fields
• in one or more database tables
• Audit trail from cumulative total to detail
• Library of over 400 reports supplied as
standard, including legal reports
• Automatic printout triggering and
generation of Word, Excel, text,
• HTML, or PDF files
For companies that want to go further, Sage X3 is
able to connect with any Business Intelligence
technology. Visit the Sage X3 Complementary
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
Solutions (https://www.sage.com/en-gb/sage-
business-cloud/X3/complementary-solutions/)
catalog to learn about:
• Sage Data & Analytics provides users with
a hub for managing all data from
multiple sources, and built-in data
models for reporting
• Sage Intelligence to help business users
reduce time spent on analysis and
reporting
• Advanced BI powered by Business Objects
is designed for customers with very large
data volumes or specialized reporting
needs
5.1.2 Financial Reporting
Please check availability in your region.
Overview
• Ability to design, distribute, and
consume reports through a common
Microsoft Excel interface, with the sweet
spot being on financial reporting
• Report on data from most external
systems (ODBC-compliant databases)
Versions available for on-premise and
online customers
Scope
• Strong financial reporting options
48
• 100% Excel experience • Fast processing and quick dynamic
updates to data
• Multi-data sources (all ODBC compliant
databases) • Account roll-ups

• Real-time financial data after running • Multi-currency support

reports
• Supports powerful dimensional filtering
Main functions
• Queries and formulas
• Strong financial reports (Layouts include
Income Statement, Balance Sheet, Cash • Usability
Flow, Trial Balance)
• Intuitive on premise and cloud user
• Two options for creating, customizing interface
and designing your financial reports
• Self-service analysis
• Financial reporting consolidations
• Self-service design of new financial
• Secondary functions reports

• Dashboards, and Operational reports • Distribution and Scheduling

• Library of additional financial and • Variety on helpful resources to get you

operational reports available through started
Sage Intelligence Report Utility
• Ready to use reports
Analytical functionality
• Analytical Income Statement layouts
• Quick visibility into formulas and tree
structure • Analytical Trial Balance

• Create dashboards of your KPIs with Excel • Financial Balance Sheet

charts and graphs
• Financial Income Statement layouts
• Drill-down to GL account balances and
• Financial Trail Balance
GL transactions

SAGE X3 VERSION 12 CAPABILITIES GUIDE 49

NOVEMBER 2022
User Workspace
6.1 Homepages
• Users access though landing pages
• Landing pages are designed to give the
user an overview of the data and access to
visual process maps.
• Access to functions and data available is
based on security rules in place for the
role and user.
• Role-based landing pages can be
personalized to suit the unique needs of
the individual user by the user or by the
administrator
• Add and remove data to suit user needs
• Change data within the page for quick
access to most relevant data
• Navigation with always-on breadcrumb
trail and keyboard shortcuts.
• Bookmarks in menu or as a collapsible
bar
• Navigation through site map with a left
panel to navigate per module, collapsible
sections, and search feature
• The function breadcrumb and a search
for function, available from any page
• Inclusion of internal dynamic data in
portal
o Query results in table or graph
format
o Statistics results in table or
graph format
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
o Calendars
o Table of Contents favourites
management
• Inclusion of external dynamic data in
portal
o External URLs
o Notes
o Documents (PowerPoint, Word,
PDF, etc.)
6.2 Online help center
• Up-to-date documentation without user
installation or maintenance required. No
sign in required to access the Sage X3
online help center. Available at
http://online-help.sageerpx3.com/erp/12/
• Interactive in HTML, customizable
• Functional documentation (by function
and in field)
• Technical documentation (Data model,
dictionary, entry points, detailed
description of standard configurations
supplied)
• Access to tutorials, videos and how to
guides
6.3 Decision aid tools
6.3.1 Decision aid tools
50
• Statistics based on trigger events
defined as a batch or in real time:
o Multi-level analysis by up to 8
criteria
o Configurable interval (day,
week, fortnight, month, etc.)
o Comparison of values and
quantities over several periods,
rankings and classifications
o Graphical presentation and
publication via portal
o Complete audit trail from
cumulative total to detail
• Standard integration of advanced
Business Intelligence solutions
• Transfer to Excel simply by clicking on
any query screen
• Advanced marketing targeting:
o Physical counts, extractions,
merge data from the database
o Direct mail generation or
export of results to Excel
• Link explorer:
o Manual or automatic hyperlink
creation with configurable
semantics between
information
o Links can be defined by user
group, viewed as a tree
structure for navigation by
clicking. For example, a link
can be established between
product and customer, with the
semantic “customer
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
particularly satisfied with
product”
6.3.2 Inquiries
• Configurable inquiries:
o In presentation (list and order
of columns)
o In data selection (memos
defined by users and/or jointly)
o Audit trail can be followed at
all levels
• Integrated requester used to create
inquiry screens on any table in the
database, with automatic or manual
joins, sorting and selection, zoom, etc.
6.3.3 Printouts
• Based on SAP Crystal Reports™:
o Library of over 400 reports
supplied as standard,
incorporating specific legal
reports for the legislations
supported
o Automatic printout triggering,
with configuration depending
on context, real-time or
deferred, with screen display
(Web and client-server), on file,
on printer
o Generation of word, Excel, text,
HTML, PDF files
6.3.4 Search
• Allows users to easily find data or
functions by searching a keyword for the
data that is included on the pages or
51
 select only a subset of the data • The plugin accesses Sage X3 as a client
searchable. (Excludes content of while applying access and user rights.
attached documents)
• Meta data is available to define the data
• Based on Elastic Search™ to read and to set up filters.

6.3.5 Online document storage • Document storage allows users to save

• Document saving (Microsoft Office,
Adobe PDF, and more)
• Document sharing with defined teams or
tagged for later access
6.4 Mobility Framework
• Optimize mobile presentation
• Customize web app with WYSIWYG mode
their Word, Excel, and PowerPoint
documents to Sage X3
Integration examples
• Word: insert data into documents, create
documents from your data, and mail
merge using templates
• Excel: export data and create direct links
between your data and workbook; data
can selectively be refreshed

• Personalize the layout • PowerPoint: data integration, including

import data and charts directly into
• Application manager: installation and PowerPoint; the integration allows you to
setup applications refresh the data with the click of a button

• Offline mode: allows users to create the 6.4.2 Interactive graphical processes
expenses notes in “draft mode”. By
returning to Online mode users will be • HTML 5 compliant web interface for use
able to synchronize drafts with Sage X3 with multiple browsers

• Application update: At any time, users • Web browser functions, like back button
can reinstall applications. This action or F5 to refresh the page, remain in place
guarantees that application is always up for intuitive user experience
to date with the latest updates.
• Use
6.4.1 Microsoft® Office integration
o Processes organized by role
This feature is only available for Windows Client with which user groups are
environment with local Office installation. associated, enabling graphical,
interactive, customized
• Integration with Word, Excel, and transaction representation. For
PowerPoint, Outlook example, a common portal can
be created for buyers, different
• Plug-ins included to create a tab within portals for each sales
your programs for simplified integration. representative, a portal for
financial controllers, etc.

SAGE X3 VERSION 12 CAPABILITIES GUIDE 52

NOVEMBER 2022
 o Table of Contents-based ccmail
structure
o Execution of actions
o Integrated into the landing
pages • Configuration

o Tab definition by authorized o Function triggering the

user, by drag & drop from transaction, and the operations
existing process list involved (creation,
modification, deletion,
• Process editor printing, validation,
predefined action).
o Customizable fund
management o Additional conditions
(modified fields, selection
o Ready-to-use graphical from record content, launch
element libraries parameters for printouts or
tasks, etc.)
o Visual configuration (text font,
color, frames, etc.) o Recipient list depending on
the context (internal users,
o Link to functions, URLs or third parties identified by code
published documents, for and function within the
example company procedure company)
documentation
o Message text and any
o Configurable Process Table of attachments
Contents
o Reply conditions (contextual
o Easily add pages to Favorites link to a function and data
bar with one click for easy linked to the original context,
navigation to often used insertion of links to trigger
screens actions by clicking in the
message, etc.)
o Easily map addresses with
Google Maps to simplify o Storage of information linked
navigation to customer sites or to the context in a log table
for routing of multiple sites
6.6 Customizing the interface
6.5 Workflow engine
• Generators are used to define the
• Configurable triggering, on any following by simple configuration:
management event:
o Inquiry screens
• Message sending by any MAPI-
compatible messaging system (Outlook™, o Movement entry screens
Lotus Notes™, etc.), SMTP/POP3 and (presence of fields, number

SAGE X3 VERSION 12 CAPABILITIES GUIDE 53

NOVEMBER 2022
 o Of tabs, default rules)
o Use of customized business
vocabulary
o User styles (for highlighting by
color, font, background color,
screen fields depending on
context)
o Other interface elements
(properties of each record, left-
hand browse list, etc.)
o Interactive graphical processes
• Vocabulary customizing function
• Personalize mode allows users to
configure a page in responsive design to:
o Organize blocks and sections in
staked or in column mode
o Hide elements on mobile
and/or desktop type devices, or
make elements a collapsible
block
o Based on this information, the
layout adapts automatically to
the size o f the screen and the
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
size of labels (that depends on
the language)
o The action panels are also
adapted to the device (on the
right of a desktop page, at the
bottom of a mobile page)
• Landing pages can be personalized by:
o Adding and maintaining
widgets
• Personalize icon displays a tool bar for
users to modify the page design from the
following options:
• Select an element, make it visible or
invisible on desktop and/or mobile.
• Organize sections and blocks in
columns or staked mode, add line
breaks in the field organization
• Preview changes and see how they will
look with the page’s left and right
panels
• Ability to save several personalized
layouts for a single page, that can be
shared or assigned to a single user
54
Administration and
Support
7.1 General Configuration o Multi-address

• Folder concept o Multi-contact

o Used to define data structures o Multiple bank details

and management rules
o Multi-collective
common to a set of companies

o With folder types (operating, 7.3 GDPR tooling

test, development) and
inheritance rules that can be • Helps a company to meet GDPR
defined between folders compliance with a visual process that:

• Management rule definition o Provides access to the Data

Administrator homepage
o By folder, company, site, user
o Provides access to the
o With rule inheritance functions relate to GDPR
compliance
7.2 Structure o Provides the identity of the
• Sage X3 is: Data Protection Officer from
the Contacts tab in the
o Multi-company and multi-site company settings

o Multi-lingual o Generates a list of companies

in and outside of European
o Multi-currency Union and identifies the
associated Data Protection
o Multi-ledger Officer

o Multi-legislation o Generates a list of the data

types related to personal
• It manages the following types of information
business partners:
o Exports all fields associated
o Multi-type (customer, supplier, with an individual
carrier, representative, sold-to-
party, service provider, etc.) o Provides tools enabling a

SAGE X3 VERSION 12 CAPABILITIES GUIDE 55

NOVEMBER 2022
 search on personal data company, group of sites, site

o Provides access to personal o By group of logical data

data records (Users, Business (access codes to accounts,
partners etc) budgets, third parties,
technical data, etc.)
o Provides templates for the
export of personal data records o By configurable user role (for
example customer, supplier,
o Extracts all phones numbers sales representative, payer,
and emails when required to etc.); external third parties can
address a situation where data be given access just to the
has been breached information relating to them.

7.4 User and security • Traceability and security

management o Single login allows users to
connect to multiple folders
• Administrators can access a landing page
across legislations or folders
that allows management of multiple
for easy user management
functions from a single page. This
includes assigning users to roles, groups, o Ability to manage a second
and collaborative teams level of signature to sign
modifications on critical fields
• User definition
o Compliant with corporate
o Administrator and sub-
security tools: LDAP, oauth2
administrator definition by
(Google account, Microsoft
function
live), SAML2 and Sage Id
o User and messaging address (Single password)
hierarchies for workflow
o Option ‘Remember me’ (4
o Set of definable settings by weeks) brings the same comfort
user to users than a strict SSO

o Access control o Management of numbers of

simultaneous connections by
o On functions, transactions, account and user group
fields
o User monitoring and
o View, modify and execute configurable trace of
access operations performed by user

o Information restricted o Time-stamped trace of

depending on user modifications

o By group of companies, o Definition of user and

SAGE X3 VERSION 12 CAPABILITIES GUIDE 56

NOVEMBER 2022
 messaging address hierarchies o Task launch deadline

o Database-level traceability o Automatic interruption of tasks

(triggers) with configurable that take too long
storage of values before and
after modification o Completed operations tracing

• Security configuration o Task chaining

o Platform components are o Task launch and control by

connected through certificates depositing of files

o Configurable http security 7.6 Operational management

policy with whitelist
definition, allowed domain list, • Save functions
allowed encryption algorithms
• Alert configuration (log files)
o Configuration of http security
header options • Monitor

o Whitelist of external URLs o Batch tasks in progress

which run in iframes
o Connected users
o Manage external URLs called in
service mode • Purging and archiving

o Definition of information
7.5 Deferred tasks retention time before
archiving and before purging
• Deferred query server for automated
in number of days or years
launching of functions, in particular:
o On-line viewing of archived
o Data integration/extraction
data with the same reporting
o Deferred printouts tools as for current data

o Operation such as account • Launch product updates with one click,

closure, matching, mrp patch from a .zip file
calculation, reordering, etc.
7.7 Accounting engine
• Subscription definition on a monthly,
weekly or daily frequency basis, with • Any management document (invoices,
operating calendar management stock movements, payments, WIP, etc.)
can generate entries in a configurable
• Deferred task launch and satisfactory manner. These entries can be exported to
completion control external software or be integrated
directly into accounting. Option of
o Monitoring screen multiple posting (for example into

SAGE X3 VERSION 12 CAPABILITIES GUIDE 57

NOVEMBER 2022
 company accounts and IAS accounts). o Fixed length

7.8 Connectivity between • XML

applications • Code conversion tables

7.8.1 Electronic Document • With over 100 standard templates

Interchange (EDI) provided:

o Basic records (third parties,

• Perform secured data exchanges for sales
customers, suppliers, products,
and purchase events
bills of materials, etc.)
• Handle universal EDI formats according
o Movements (orders, invoices,
to EDI partners, companies or business
delivery notes, stock
partners rules
movements, budgets, entries,
• Generation of XML files including commitments, accounting data
attachments and signatures for consolidation, stock
reports, stock movements,
prices, etc.)
7.8.2 Import/export templates
• Definition of sequenced imports/exports:
• Import and export data in different
formats: o Interfaces with remote
databases (multi-site
o Variable length with separators
architecture, systems
(spreadsheets, for example),
integration)

Cloud Connectivity
8.1. Cloud Capabilities
API definition in accordance with web services
standards (WSDL/SOAP), invocation of external
web services and external publication of web
services.
• Performance optimized storage
• Amazon Elastic Block Store (Amazon EBS)
allows dynamic compute capability, high
performance, secure (encrypted), highly
available and low latency storage for
application and backups
• Secure access to the environment
through the use of SSL/TLS certificates
• Disaster recovery offered through AWS,
enabling rapid recovery of your IT

SAGE X3 VERSION 12 CAPABILITIES GUIDE 58

NOVEMBER 2022
 infrastructure and data.
• Automates upgrades and updates of
hardware and infrastructure
• AWS RDS offering elastic, highly scalable
database management in the cloud
• AWS Auto Scaling that offers on-demand
environment scalability to manage
demand spikes
• • Web Services testing to analyze
bottlenecks and volume
• Secure node.js platform for SOAP web
services to improve cloud compliance,
deploy web services easier and keep
compatibility with previous web services
and subprograms
• Use APIs in interactive mode, to manage
HTTP call to an external web server, Batch
task creation, send rich mails and
manage asynchronous calls
• Optimize exchanges based on data
volume through load balancing sessions
8.1.1 Customization
• Complete the business logic possible
through the integrated object 4GL with
new Sage X3 objects
• Complete the Dictionary with new tables,
screens, objects, data types, with marking
of objects or object elements with
dedicated activity codes to ensure
durability
• Update and upgrade management with
protection and retention of specific
features developed
• Entry point access to new objects
SAGE X3 VERSION 12 CAPABILITIES GUIDE
NOVEMBER 2022
• Use of standard component libraries
• Check customizations made within folder
and validate compliance with the update
best practices tool
• All types of customization possible
through the integrated object 4GL or via
web services to Sage X3 objects or
methods (in any language on the market)
• Dictionary customization (tables,
screens, objects, data types) with marking
of objects or object elements with
dedicated activity codes to ensure
durability
• Entry point access to all standard objects
• Eclipse development environment
8.2 Integration
8.2.1 Data Integration API
REST based API enables Developers to automate
existing Sage X3 File Import / Export
infrastructure, by facilitating the secure
transport of data files.
Providing a simple means of storing and sharing
files to control the sequential exchange of data
at defined intervals, the API is ideal for
managing small batch import jobs and larger
scale data ingestion operations.
• Importing Data to Sage X3
o API uploads data files to a
secure endpoint
o Files are validated, virus
checked and automatically
downloaded to the X3 import
folder
• Exporting Data from Sage X3
59
 o Data is exported to files in the o Control Accounts
Sage X3 export folder
o User capacity variation
o Sync process uploads exported
files to a secure endpoint o Timetable schema

o APIs list, download and delete o Project user

exported files from the
endpoint o Work Order

• Customization audit tool o Product

o Product site
8.2.2 GraphQL API
o Available currencies
Provides developers with a simple to use, secure
and highly functional service to build real-time o Project task
responsive application integrations. GraphQL
APIs can be used on a sub-set of Sage X3 entities o Task category
currently focused to inventory and distribution
functions. o Task category operation
Available operations include: o Time category
• Queries (Read) o Transaction for Production
Tracking
o Companies
o Employee ID (Manufacturing)
o Sites
o Work Order Operations line
o Customers
o Work Order materials line
o Addresses
o Business Partner (read)
o Contacts
o Customer (read)
o Sales Reps
o Rate type added to currency
o Products – Categories and rates
Sales
o General balance (read)
o Stock
o Journal entry lines
o Sales Invoices
o Work center
o Sales Orders
o Work center group
o Timesheet Entries (Project
Management) o Project budget

SAGE X3 VERSION 12 CAPABILITIES GUIDE 60

NOVEMBER 2022
 o Project

o Assignment

o Project Operation

o Supplier (read)

o Finite scheduler

• Mutations

o Sales Order (Create)

o Currency rates

o Materials consumption in a
work order tracking

o Completed quantity for work

order tracking

o Time Entry Line

o Work order opertation

o Operations

o Journal entry

SAGE X3 VERSION 12 CAPABILITIES GUIDE 61

NOVEMBER 2022
 sage.com

©2022 THE SAGE GROUP PLC OR ITS LICENSORS. SAGE, SAGE LOGOS,SAGE PRODUCT AND
SERVICE NAMES MENTIONED HEREIN ARE THE TRADEMARKS OF THE SAGE GROUP PLC OR ITS
LICENSORS. ALL OTHER TRADEMARKS ARE THE PROPERTY OF THEIR RESPECTIVE OWNERS.