Complete Sage X3 ERP Functional Course for Beginners to Pro

Create and configure an account class in Sage X3 ERP to categorize GL accounts into assets, liabilities, equity, revenue, and expenses, and define carry forward, default signs, and analytical signs.

Create and configure a chart of accounts in Sage X3 by defining a chart code, description, and formatting, and enable tracking, control accounts, and default reporting options.

Create a dimension type with a code, description, and format, then add department values under that type, using options like automatic creation and carry forward to control dimensions.

Learn to create a ledger in Sage X3 for ABC cycles, entering code and description, selecting chart of accounts and dimensions, and enabling budget, commitment, and multi-ledger with currency support.

Create the account core model by configuring the organizational structure, defining the code ABC, and setting ledgers, currency AED to USD with daily rate and auto ledger for JV entries.

Create ABC Cycles LLC in Sage X3 by designing the organizational structure, setting a unique company code, and defining the first fiscal year, currency, and sites.

Learn to create and configure sites (branches) in Sage X3, defining legal company, country, taxes, accounting codes, addresses, and site types (financial, sales, purchase, stock) across multiple sites.

Create accounting codes for local and export customers so sales automatically hit revenue G/L accounts 4000 and 4001, and set up an accounting code entry transaction labeled ABC.

Create and open fiscal years in GL accounting module, and prepare for year end closing. The system auto-creates current and next years, with January 2022 as the first fiscal year.

Create and open physical periods in Sage X3 ERP by using the G/L accounting periods function to open monthly periods for fiscal years 2022 and 2023, then save.

Learn how to set up tax in Sage X3 with tax levels, BP tax rules, tax rates, and tax determination, including creating UAE VAT 5% sales and purchase G/L accounts.

Learn to create a Sage X3 supplier by defining a supplier category with default terms, tax rules, codes, and statistical groups, then create local and import suppliers with unique sequence numbers.

Create local and export customer categories in Sage X3, define the sequence number, country, language, currency, and credit terms, then create a customer with addresses, tax rules, and payment terms.

Create a product category with stock, lot, and quality control; define unit of measure and accounting code with average cost; then create products and assign product site in a warehouse.

Create and configure purchase G/L accounts in Sage X3, including inventory, provisional (received not invoiced), and accounts payable control accounts, and assign them to suppliers and products in accounting codes.

Create and map sales G/L accounts—cost of goods sold, accounts receivable, and revenue—for accurate sales transactions, then assign these accounts to customers and products via accounting code mappings.

Create petty cash and Dubai National Bank G/L accounts, then define journal codes ZCASH and ZBANK as treasury accounts linked to the chart of accounts in Sage X3 ERP.

Master end-to-end purchase transactions by creating purchase requests, converting to purchase orders, receiving stock, posting journal entries, and processing supplier invoices and payments in Sage X3.

Create and configure two G/L accounts for profit and loss—retained earnings and gain or loss on foreign exchange—and assign them in the chart of accounts and accounting codes.

Master end-to-end sales transactions in Sage X3 ERP by creating sales quotations, converting to orders and deliveries, generating invoices, posting G/L entries, processing payments, and reconciling customer balances.

Verify the trial balance after completing sales and purchase transactions, review inventory, receivables, payables, cash, revenue, and COGS, and reconcile general ledger entries for year-end accuracy.

Celebrate completing the complete Sage X3 ERP functional course for beginners to pro, and commit to continuing learning to master Sage X3 and use the system efficiently.