Financial Bootcamp

Attend this virtual, instructor-led core product learning course where you will learn about the core financials in Sage X3 through intensive hands-on and interactive training.

• Define the account plan, chart of accounts, dimensions, taxes, and appropriate values
• Enter transactions directly in Financials including journal entries, reversing entries, and allocations
• Define analytical budget information
• Enter and manage BPs, customers, and suppliers
• Set up and define AR/AP parameter settings and enter invoices and payments
• View financial inquiries and print customer statements and remittances
• Perform bank reconciliation tasks such as manual bank reconciliation, reconciling bank entries and printing a reconciliation report
• Define and use automatic journals and set up default dimensions
• Set up and use financial data extraction codes for generating inquiries and reports

System Administration Bootcamp

Attend this virtual, instructor-led core product learning course where you will kick-start your learning journey as a Sage X3 System Administration Consultant, Sage X3 Implementation Consultant, Support Expert, or Presales Engineer through intensive hands-on and interactive training.

• Understand the architecture models of Sage X3
• Understand how to manage connection setups and servers/solutions
• Understand the registry entries and client server directories
• Understand security in Sage X3 and setting up users
• Understand how to set up user authentication, certificates, and global settings
• Understand how to view and edit general parameters and how to work with activity codes
• Understand and create workflow notifications and user-define queries/requesters
• Understand how to define menu items and personalize landing pages

Sage Enterprise Intelligence for Sage X3 – Getting Started with the Basics

Attend this online instructor-led virtual course to learn about the Sage Enterprise Intelligence (SEI) reporting and analysis tool.

This course provides a high level overview and will help you quickly get started using the basic functions before moving on to more advanced features in SEI. Learn how to use built-in views and how to create and tailor views for your needs.

Accounts Payable Fundamentals

This course will provide a comprehensive overview of the key functions and features in Sage X3 related to the Accounts Payable role. You will learn how to define related A/P parameters, work with business partner and supplier records, and enter purchase and miscellaneous invoices.

This session will also provide instruction on managing supplier payments and processing check runs, working through bank reconciliations, and processing routine monthly tasks like employee expenses. In this session you will learn all of the critical features and functions necessary to perform Accounts Payable tasks in X3.