What you'll learn
You will understand fundamental concepts ERP & Sage X3
You will be working with Sage X3 transactions, Navigating through menus, Functions.
You will understand the architecture of Sage X3
Overview of Common Data, Finance, Inventory, Sales & Purchase Modules
Going through the entire sales and purchase process, from creating master data, i.e products, customers to inquiry, quotation, sales order, invoice,payment
Understand the purchase cycle from creating purchase requisition, purchase order, invoice to booking supplier payment
You will do a sample implementation for a cycle distribution company - ABC Cycles LLC
Requirements
Desire to learn :-)
I will teach you basic functionality of Sage X3 in this course
It will be easy if you have prior knowledge on any of ERP system
Description
In the last two-decade Enterprise Resource Planning (ERP) has thrown a plethora of career opportunities for consultants. However, ERP is an evolving field starting with client-server technology and then progressing into 3-tier architecture with the advent of the internet and now to the cloud.So, if one is looking for a career in ERP, particularly Sage ERP X3, and is not sure where to start without investing huge money in training, this course would be the right one. It has the relevant flavor to make a good start and progress further in your endeavor.Understanding and applying the concepts taught in this course can help you accelerate your career as a Sage X3 Consultant. This course will also help you to use the system to its full capacity.Sage ERP X3 also known as enterprise management (EM) is the best ERP software package for small and medium organizations. Sage is a global market leader in ERP Software.The Key functional principles and concepts covered are as follows:1. Introduction to ERP2. Basics of Sage X33. Organizational structure and company setup-Company, Sites4. Finance core setup and configurations5. Common data - Products, product sites, Customers, Suppliers6. Inventory setup and multi-level ware-housing and location7. Purchasing business flows from requisition to pay8. Sales process flow from quotes to customer payment9. Implementation for a company called ABC Cycles LLC10. Quiz - To test your knowledge of Sage X3 different modulesMost importantly I have created a sample implementation for a company called ABC Cycles LLC. This will definitely help you to develop a strong understanding and practical knowledge about Sage X3.Disclaimer:Credits: I have used Sage Public Manuals, Slides, Community blogs, and other resources as references. Credits are due to the corresponding parties.Sage X3 is a Product of Sage Group.Explicitly mentioned or otherwise.I am not associated with Sage Group.Happy Learning!Cheers!
Overview
Section 1: Introduction to the System
Lecture 1 Introduction & Functional overview
Lecture 2 How to Create a Landing Page
Lecture 3 Sitemap & Search Index Management
Lecture 4 Sage Online Help Center
Lecture 5 Navigating through Windows
Lecture 6 Initial Company setup & Common Data
Lecture 7 Accounting Setup & Finance Module
Lecture 8 Inventory Setup & Management
Lecture 9 Requisition to Purchase flow
Lecture 10 Quote to Sales Processes
Section 2: Sample Implementation - ABC Cycles L.L.C
Lecture 11 Create Account Class
Lecture 12 Create Chart of Account (CoA)
Lecture 13 Create Dimension Type & Values
Lecture 14 Create Ledger
Lecture 15 Create Account Core Model
Lecture 16 Create Company
Lecture 17 Create Site
Lecture 18 Create Accounting Code
Lecture 19 Create Fiscal Year
Lecture 20 Create & Open Fiscal Period
Lecture 21 Setup Tax Accounts and Tax Rates
Lecture 22 Create Supplier
Lecture 23 Create Customer
Lecture 24 Create Product Category, Product & Product Site
Lecture 25 Create G/L Accounts for Purchase & Assign into Accounting Code
Lecture 26 Create G/L Accounts for Sales & Assign into Accounting Code
Lecture 27 Create Bank Account & Cash Account
Lecture 28 Create Purchase Transactions
Lecture 29 Create G/L Accounts for Profit & Loss
Lecture 30 Create Sales Transactions
Lecture 31 Verify Trial Balance Report
Lecture 32 Congratulations!
For everyone who want to learn an ERP System,For professionals who want to kick start a career as a Consultant, Business Analyst in Sage X3 ERP,For Sage X3 end users who want to learn more about the system which will helps them to do smart works on X3,This will be a starting point for professionals who want to pursue a career in ERP,For everyone who want to learn Sage X3


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