Sage X3 functionality that can help your business perform at its best

Sage X3 is a fully featured ERP solution, built for Manufacturing, Distribution, Pharmaceutical and Services businesses. The Sage X3 functionality guide gives a great overview of many of the features that this ERP system offers. However, it is many pages long, so we have put together this quick overview.

In this overview, our Sage X3 experts have picked some of the best erp features and functions that make Sage X3 the ERP solution that can help you to make your business perform at its best.

Sage X3 features

Financial management

Sage X3 has fully integrated financial functions which enable you to manage and control all aspects of your business including:

  • Multi ‘everything’
    • Multi-company
      • Run as many companies as required in the system.
      • Fully automated Intercompany transacting.
    • Multi-currency
      • Trade in multiple currencies.
      • Each company has its own accounting currency.
      • Optional module available to download exchange rates automatically – never enter another exchange rate into your system!
    • Multi-ledger
      • For businesses with multiple companies, multiple general ledgers can be run in different currencies which enable real time financial consolidation.
    • Multi-site
      • Split your business by sites, which may be geographic or virtual; to enable control of inventory, orders and financial transactions.
    • Multi-legislation
      • Implement specific fiscal legislation packs for various countries around the world, supporting the local tax and fiscal requirements of your global businesses.
  • General ledger analysis
    • Sage X3 enables a deep level of financial analysis via several features:

      • GL Expense Codes
      • Analytical Dimensions
      • Reporting Pyramids
    • This provides a detailed level of reporting, for example, by Department, Customer, Product, Region, Salesperson, Product Range, or any other identifiable analysis code.
    • Analysis is carried out in the General Ledger, which means that the analysis reports will always match the General Ledger.
    • A highly configurable set of logic enables the Journals that are posted to the General ledger to be designed to meet the specific requirements of the finance team.
  • Cashflow forecasting
    • Analyse multiple types of data to generate a Cashflow Forecast, considering:

      • Debtors and Creditors
      • Purchase requests, orders and receipts
      • Sales quotes, orders and deliveries
      • Additional cash impacting adjustments, e.g. recurring commitments, payroll, vat payments, impacts from planned projects etc.

Supply chain management

Manage your entire supply chain process seamlessly in Sage X3:

  • Inter-Site and Inter-Company ordering
    • Sage X3 enables you to place a supply order on another part of your organisation.
    • Dynamically manage the demand and supply transactions in both organisations.
    • Automatically link the shipment and receipt flow.
    • Handle any inter-company billing.
  • Re-Order point-based re-ordering/statistical reordering
    • Identify stock replenishment requirements based on current demand and minimum stock holding setting.
    • Generate suggestions for replenishment from both suppliers and other warehouses or companies within your organisation.
    • Using Sages X3’s Enterprise Planning functionality, suggested requirements can be grouped by supplier so that requirements can be consolidated onto a single order.
  • Sage X3’s purchase request functionality
    • Enabling non-purchasing departments the ability to request supplies, without committing to a specific supplier or price.
    • The requirements can be reviewed by the buying department or budget holder and suppliers and prices identified before committing to an order.
    • Approval policies on spend can be incorporated automatically into the buying process to ensure costs are managed within budget before they are committed. (In conjunction with Signature Management functionality).


One of the best ERP features for a manufacturing company is that Sage X3 includes a full suite of manufacturing functionality at its core, enabling the control of all modes of manufacturing (discrete, process and make-to-order).

    • Flexible control
      • Sage X3’s flexible configuration allows it to work with most manufacturing environments, whether they are industry specific or company specific.
    • Costings and financials
      • All costings and financials are in real-time. When you run a workorder, Sage X3 will cost out how much the end-product will be.
      • With the real-time functionality, you can check at any point of the production where the actual costs are against standard or estimated costs.
    • Analysis
      • Sage X3 builds a database of data, including costing, material usage and time usage; always giving the right information to allow shop-floor efficiency.

Project management

The Sage X3 functionality allow you to provide project management to customer expectations, whilst managing time and materials.

    • Project planning
      • Integrate into all Sage X3 processes, Project link with quote, purchasing, sales, work order and MRP.
    • Financial follow-up function
      • Monitor the budget and expenses of projects.
    • Time entries
      • Enter the time spent on a project at the operation, task and budget level.

Reporting and business analytics

Make faster strategic decisions by having real-time analysis at your disposal.

  • Automatic printout
    • Trigger and generate files in Word, Excel, text, HTML or PDF.
  • Configurable inquiries
    • In presentation and selection, with the ability to drill into the detail and for these to be displayed on a user’s home page.
  • Full integration with Excel
    • Transfer to Excel from any query screen.

Development and integration

Sage X3 makes the life of IT administrators much easier with its openness, development tools and webservices.

  • High configurability: “Tweak” without need for development
    • Create database tables and new screens (or add new fields onto existing ones) without the need for development.
  • Objects
    • Sage X3 has the facility to expose objects (e.g. Sales Orders, Works Orders, Production Tracking etc.) as Soap Based Web Services.
  • Development tools
    • All of the tools for development you need for Sage X3 are already in the system or can be downloaded. You don’t need an expensive development studio to develop in Sage X3.

Download the Sage X3 capabilities guide to learn more about the ERP best features of Sage X3 and industry-specific capabilities.

If you would like to discuss your project with us, please contact our team or book a tailored Sage X3 demo


How does Sage X3 integrate with Excel to enhance reporting and business analytics for strategic decision-making?2024-06-06T11:01:12+00:00

Sage X3 enhances reporting and business analytics by providing full integration with Excel. Users can transfer data from any query screen directly into Excel, allowing for further analysis and manipulation. Additionally, Sage X3 supports automatic printouts in various formats (Word, Excel, text, HTML, PDF) and configurable inquiries with the ability to drill into details. These features enable real-time analysis and reporting, facilitating faster and more informed strategic decision-making.

In what ways can Sage X3’s project management features help businesses manage project budgets and time entries effectively?2024-06-06T11:00:42+00:00

Sage X3’s project management features help businesses manage project budgets and time entries effectively by integrating project management into purchasing, sales and manufacturing. The financial follow-up function allows monitoring of project budgets and expenses, while time entries can be logged at the operation, task, and budget levels. This comprehensive project management capability ensures accurate tracking and management of project resources and costs.

What manufacturing modes does Sage X3 support, and how does it enhance production cost tracking?2024-06-06T11:00:06+00:00

Sage X3 supports all manufacturing modes, including discrete, process, and make-to-order manufacturing. It enhances production cost tracking by providing real-time costings and financials. Users can track actual production costs against standard or estimated costs at any point in the production process. Additionally, Sage X3 builds a comprehensive database of data, including cost, material usage, and time usage, which helps improve shop-floor efficiency.

How does Sage X3 streamline supply chain management through inter-site and inter-company ordering?2024-06-06T10:59:33+00:00

Sage X3 streamlines supply chain management by enabling inter-site and inter-company ordering, allowing users to place supply orders within different parts of their organisation. The system dynamically manages demand and supply transactions, automatically links shipment and receipt flows, and handles any inter-company billing. This ensures seamless coordination and efficiency across various sites and companies.

What are the key financial management features of Sage X3 that support multi-company and multi-currency operations?2024-06-06T10:58:23+00:00

Sage X3 supports multi-company operations by allowing users to run multiple companies within the system with fully automated intercompany transactions. For multi-currency operations, Sage X3 enables trading in various currencies, with each company having its accounting currency. Additionally, there is an optional module available to automatically download exchange rates, eliminating the need to manually enter them into the system.

2024-06-06T11:03:36+00:00September 25, 2020|Blog|
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