Sage ERP X3 Sage Enterprise Intelligence Templates (v7.0.0)

Transcription

1 Sage ERP X3 Sage Enterprise Intelligence Templates (v7.0.0) Product Management team Version 1.2 Date: 09/02/2015 This Document is intended for use as an overview of the templates that are included as within the solution and is not intended to represent a comprehensive list of all features in the Sage Enterprise Intelligence product. The information is subject to change at any time without notice. Draft Version 1.0 Sage Internal only - Do not share Page 1 of 5

2 Table of content 1.0 Generalities Template description Customer relationship management Logistics Purchasing Common data Finance Manufacturing Sales 5 Draft Version 1.0 Sage Internal only - Do not share Page 2 of 5

3 1.0 Generalities This document describes the content of Sage Enterprise Intelligence v7.0.0 in term of standard templates. Users can benefit from these templates: either as ready to use ones or as a basis for creating new ones. Note that Sage Enterprise Intelligence platform is independent from the version of Sage ERP X3. However, these templates are available for Sage ERP X3 version 6 and later only. With Sage ERP X3 version 5, Sage Enterprise intelligence provides another templates that must be considered as examples, not maintained. All the standard templates described below run on the live database. For sales, additional templates are available using the standard and ready-to-used Sales cube. Running them supposes to have the Olap manager Server license. These additional templates are not included in this document. Standard templates run on the Sage ERP X3 database. Users can connect any additional database, as soon these databases are compliant with the technical prerequisites. Draft Version 1.0 Sage Internal only - Do not share Page 3 of 5

4 2.0 Template description 2.1 Customer relationship management CRM Task Tasks P _doc.pdf CRM Phone Call Call P _doc.pdf CRM Appointment Appointment P _doc.pdf 2.2 Logistics Delivery Performance Product delivery performance, Delivery performance P _doc.pdf Inventory Management Call P _doc.pdf 2.3 Purchasing Purchasing Orders Orders by period, Orders by supplier, Orders by P _doc.pdf product, Orders versus returns Purchasing Invoices Purchase invoices, Purchase invoice by product, P _doc.pdf Purchase invoice by supplier Purchasing Returns Returns by supplier, return by reason P _doc.pdf 2.4 Common data Addresses Process Address by entity, Address delivery details P _doc.pdf Business Partners Process Business partner locations, Customer categories, P _doc.pdf Suppliers categories Products Process Items by category, Item by line P _doc.pdf Sage Enterprise Intelligence Template description Version 1.1, December 1 st, 2014 Page 4 of 5

5 2.5 Finance GL Transaction Details with GL transaction detail with year-end simulation P _doc.pdf Year-end Simulation GL Transaction Details with GL transaction details with year-end simulation and P _doc.pdf Year-end Simulation & Pyramid pyramid GL Transaction Details Expenses by department, GL trial balance, posting P _doc.pdf detail by customer, posting by department, Posting detail by product line, Posting detail by analytical 2, Revenue by product line, Revenue by distribution channel, Revenue vs expenses by month, Revenue vs expenses by product GL Transaction Details with GL transaction details P _doc.pdf Pyramid Customer with Overdue AR Customer financial status, Customer aging balance (by P _doc.pdf Process invoice date) Budget Entry Budget entry P _doc.pdf Budget Analysis Budget view, Revenue versus budget, Expenses versus budget, Expense budget view P _doc.pdf 2.6 Manufacturing Planning [MPS-MRP] MRP suggestion list, MPS suggestion list P _doc.pdf Work Order List Work order list P _doc.pdf Work Order Detail Work order Tracking (Route) P _doc.pdf Production Report Production worksheet P _doc.pdf Manufacturing Variances WIP cost variances P _doc.pdf 2.7 Sales 3.0 Sales Invoice Analysis Sales Orders Process Sales Deliveries Sales Returns Sales Customer Average Payment Days Invoices by customer, Invoices by product, Invoices by Salesrep Orders follow-up, Orders by customer, Orders by product, Order delivery Return, Financials per month, Open orders by customers Deliveries follow-up, Deliveries by customer, Deliveries by product Customer Average Payment days, Customer Average Payment days Amount P _doc.pdf P _doc.pdf P _doc.pdf P _doc.pdf P _doc.pdf Sage Enterprise Intelligence Template description Version 1.1, December 1 st, 2014 Page 5 of 5