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Sage X3 Distribution
Sage X3 Training Curriculum
Classroom Training
Course duration
This course is scheduled for three (3) days from 9:00 till 16:00.
Course pre-requisites
Introduction & Overview
Common Tools Fundamentals
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
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
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
Course pre-requisites
Introduction & Overview
Fundamentals Common Tools
Fundamentals Inventory
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
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
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
Venue Details
We have training facilities in Centurion.
Centurion
1001 Clifton Avenue
Lyttelton Manor
Centurion
For the latest event schedule visit our training page on www.acctech.biz