COURSE

OUTLINE

Sage X3 Distribution
Sage X3 Training Curriculum
Classroom Training

Sage X3 Fundamental Course: Inventory

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

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

Course pre-requisites
Introduction & Overview
Common Tools Fundamentals

Who should attend?

Consultants on Sage X3

Topics Covered
1. General Presentation
Flows and their impact on the stock
ERP scope
2. Technical Bases
Stock line definition
Stock journal
3. Parameter setting
Statistical groups
Stock Status
Units
UOM conversion
Stock management rules
4. Common Data
Product category
Product
Product-Site
Production BOM alternative (BOM Codes)
Production BOM
Location type
5.Receipt Flows
Transactions
Dock receipt
Labelling
Miscellaneous receipts
Issues
6. Issue Flow
Negative stock
Automatic Determination
Miscellaneous Issue
Modification
7. Mixed Flow
Inter-site transfer
Assembly
Disassembly
8. Inventory functions
Stock change
Stock count
9. Periodic processing
Cost adjustment
Value change
Purge
Stock History Periodic validation
Lot modifications
ABC class calculation
Stock valuation report
10. Inventory Inquiries
11. Utilities
Sage X3 Fundamentals Course: Distribution (Part 1 Purchasing)
The main objective is to be acquainted with purchase concept managed in Sage X3 and to generate different flows
from the purchase request creation to the invoice.

You will realize the purchases high integration level in Sage X3 with the interaction with sales, stock, manufacturing
and accounting modules.

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

Course pre-requisites
Introduction & Overview
Fundamentals Common Tools
Inventory Fundamentals

Who should attend?

Consultants & Project Managers on Sage X3

Topics Covered
Main purchase flow
Sites and companies for purchases
Purchase request
Entry transaction
Pre-requisites
Purchase request creation
Possible actions after a purchase request
Request for quotes
Requests for quotes
Responses
Reminders
Price list generation
Planning and ordering
Enterprise planning
Planning workbench
Grouping
Purchase Orders
Product features for purchases
Supplier features for purchases
Supplier order process
Back-to-Back orders
Inter-Site and Inter-Company orders
Buyer planning
Definition
Entry transaction
Working with the buyer planning
Receipts
 Entry transaction
Receipt origin
Returns
Entry transaction
Purchase returns
Purchase invoices and credits
Invoice process
Utilities
Utilities
Inquiries

Sage X3 Fundamentals Course: Distribution (Part 2 Sales)

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

Topics Covered
Main sales flow
Sites and companies for sales
Quote Management
Process for managing a prospect
Process for creating a quote
Process for managing a sales price
Order Management
Strategic Product attributes for sales
Strategic Customer attributes for the order
Order creation process
Delivery management
Allocation
Delivery creation process
Invoicing management
Invoice creation process
Reverse Logistic
Reversing processes
Return management
Credit memos management
Credit Control
Inquiries
Utilities
Inquiries

Sage X3 Advanced Course: Inventory (Part 1)

To allow trainees to have a deep understanding of how to parameterize and use serial numbers, quality control, tools
and replenishment of inventory flow, management of inventory and valuation allowances and intelligent management
of sites with examples of complete flows.
Course duration
This course is scheduled for four (4) days from 9:00 till 16:00.

Course pre-requisites
Introduction & Overview
Fundamentals Common Tools
Fundamentals Inventory

Who should attend?

Functional & technical consultants

Topics Covered
INV201: ALLOCATION RULES
1. General presentation
Presentation of process flow
Definition of the allocation principle
2. Allocation
Global (Warehouse)
Detail (Lot/Location)
3. Impact level of the allocation
Sales Production
4. Setting up allocation rules
Allocation rules
Product category
Managing shortages
5. Allocating in the flows
Sales Order
Allocation functions
Delivery
Work Order
INV202: STOCK COUNTS
1. General presentation
Requirements
Process
2. Parameterization
Count Entry Transaction
Inventory
3. Common Data
Product-Site
4. Inventory Counts
Physical count calculation
Stock to count
Inventory sessions
Counts
Stock being counted
5. Counts (Resumed information)
INV203: SERIAL NUMBER MANAGEMENT
1. General presentation
Requirements
Activity codes and parameters
2. Common data
Product Category, Product, Product-Site
3. Stock Issue
General
Quality Control
4. Functions
Purge serial numbers (Periodic processing)
Purge Traceability (Periodic processing)
Resynchronization & stock control (Utilities)
5. Inquiries
Serial numbers
Stock details
Locations

Sage X3 Advanced Course: Inventory (Part 2)

Topics Covered
INV206: VALUATION METHOD AND PRICE
ADJUSTMENT
1. General presentation
Purpose
Value
Calculation
Cost breakdown
2. Movements
Stock valuation principle
Unit price / Rounding
Second Valuation Method
3. Entries valuations
Value
Entry Valuation Exception
4. Inventory
Value change function
Stock valuation report
5. Issues
Issues valuation
Margin Calculation
6. Specific flow
Inter-site flow
Inter-site subcontracting flow Correction flow
7. Adjustments
Receipt price
Adjustment
Over-absorption
 Price Issue Adjustment
8. Other features
Cost Variance
Cost Adjustment
INV208: LOT MANAGEMENT, QUALITY
CONTROL & SAMPLING
1. Statuses management
Principle
Stock management rules
Statuses and location
2. Lot and sub-lot
Principle
Lot management
Settings
Lot number
Lot modification
3. Recontrol and expiration
Dates
Settings
Recontrol and status change
Expiration and MRP
4. Traceability
5. Potency management
6. Quality control
Quality data and settings
Mandatory Q status
Quality request
7. Quality sheet
8. Sampling
9. Inquiries
Quality Control Responses
Technical Sheet History
INV209: REORDERING, REPLENISHMENT
AND STORAGE PLAN
1. Dynamic Locations Replenishment
Replenishment Process
Creating Location types, locations
Assignment of a product to a location
Replenishment Calculation & Using Reorder plan
2. Storage Plan
Storage Plan (Put-Away Plan) Process
General Parameter & Entry transaction
Location type: Dock
Using Storage Plan
3. Reordering
Basic Manual Reordering
Statistic Reordering
Sage X3 Advanced Course: Distribution (Part 1)
Attend this training to get the capacity to configure and deploy advanced elements of Purchasing and Sales modules
of Sage X3.

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

Course pre-requisites
Introduction & Overview
Fundamentals Common Tools
Fundamentals Inventory
Fundamentals Distribution

Who should attend?

Functional & technical consultants

Topics Covered
DIS201: PRICE LIST MANAGEMENT
1. Setup (Purchasing and sales)
2. Initial setup of prices
Price structures
Pricing setup
Other setup menus (price reasons, activation)
3. Daily use of price lists
Entering a new Price
Modifying an existing price record
Searching for a price
Application in order entry
4. Processing of Sales prices
Generating a catalogue
Updating prices
Defining the parameters to be modified
Processing
DIS202: PURCHASING SIGNATURES
1. Definition of workflow assignment rules in the signature circuit
2. General setup
Presentation of process flow
Presentation of assignment rules
3. Setup of signature rules
Entry of rules into the header
Assigning users
Creating delegated users
Setup of workflow monitor
4. Standard workflow rules
Signing purchase requests
Signing purchase request lines
 Signing purchase orders
Signing open orders
Signing open orders in
DIS203: CONTRACTS
1. Contracts Purchasing Orders
Parameter values
Contracts entry transactions
Contracts
Shipment requests
Receipts
2. Contracts Sales Orders
Parameter values
Contracts entry transactions
Contracts
Shipment requests
Shipments
DIS204: SOURCING: RFQs & RESPONSES
1. Sending the purchase requirement
General presentation
Creating the request for quote
Example of business cases
Entry screen in X3
2. Purchase requirement responses
Supplier reminders
Registering the supplier response
Updating the price catalogue
3. Reference to the Response in order
Order processing

Sage X3 Advanced Course: Distribution (Part 2)

Topics Covered
DIS205: SHIPMENT PREPARATIONS & PACKAGING
1. Concept
2. Parameterization
Parameter values
Packaging entry transactions Shipment preparation plans entry transactions
Preparations entry transactions Picking codes setup
3. Common data
Preparation codes
Packages
Product-categories: shipment rules
Products
Products-sites
Customers
4. Business flow
Generate preparation lists
Preparation plan
 Preparations
Picking ticket inquiry
Packing: declared or after packing?
Packaging: declared packing / after packing
Parcel content
Picking ticket delivery
Print packing labels
5. Conclusion
DIS206: SALES REPRESENTATIVE &
COMMISSIONS
1. General Presentation
Presentation of flow
Presentation of sales reps
Creating an external sales rep
Searching and viewing sales reps
2. Setup of commission rules
Setup of commission bases and fixed rates
3. Assigning a sales rep to a BP
Assigning principal sales reps
Assigning secondary sales reps
Parameters and activity codes
4. Calculating commissions
Adding a commission factor
Modifying and displaying commissions on the sales documents
5. Overview diagram
DIS207: KITS OPTIONS & VARIANTS
1. General Presentation
Process
-Activity codes (common data)
Parameters (Common data)
2. Common data
Products
Sales BOM alternative (BOM codes)
Sales kit
3. Using kits
Sales documents
Product type flexible vx Fixed kit
4. Other feature
Pricing
Restrictions
Technical notes
DIS208: CARRIER MANAGEMENT
1. General presentation
Carriers concept
2. Carriers file
General tab
Carriers file
Simulation
3. Carriers management flow
Set up

Sage X3 Advanced Course: Distribution (Part 3)

Topics Covered
DIS209: INVOICING ELEMENTS
1. Concept
2. Parameterization
Parameters
Common data
3. Case studies
Purchasing invoicing elements
Sales invoicing elements
4. Conclusion
DIS210: LOAN ORDERS
1. Essential data
Setting up an order type
Adaptation of common data
Location Adaptation of basic data-
Product record and Customer record
2. Loan flows
Loan orders
Loan deliveries
Loan return
Invoicing a loan
3. Appendix Summary of prerequisites
DIS211 INTER-SITE / INTER-COMPANY TRANSACTIONS
1. Overview
Flow Inter-site/Inter-company
Implementation stages
2. Settings
Sites
Groups of sites/companies:
Inter-site/inter-company parameterization
BP site
Inter-company Prices
3. Flow
Purchase order
Back to back possibility
Sales order (mirror order)
Open Order
Shipment/Receipt
Returns
Invoicing
Workbench and inquiry order types
Subcontract without work order
DIS212 SALES AND PURCHASING PREPAYMENTS
1. Definition of workflow assignment rules in the signature circuit
2. General setup
Presentation of process flow
Presentation of assignment rules
3. Setup of signature rules
Entry of rules into the header
Assigning users
Setup of workflow monitor
4. Standard workflow rules
Signing purchase requests
Signing purchase request lines
Signing purchase orders
Signing open orders
5. Overview diagram

Venue Details
We have training facilities in Centurion.

Centurion
1001 Clifton Avenue
Lyttelton Manor
Centurion

For bookings or more information

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

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