
- Overview of Sage X3 ERP system
- Importance and role of the Manufacturing module
Configure the chart of accounts and dimension types in Sage X3 manufacturing, then set chart codes, formatting, tax, and define cost centers, product lines, sales channels, and departments.
Create a manufacturing company and site in Sage X3, using the Artisan Bakery SCM account code model, then configure the main site and link it to the company.
- Installation and configuration
- Defining manufacturing parameters
- Establishing work centers and resources
Create gl accounts for raw materials inventory, work in process, finished goods, packaging materials, and semi-finished goods, plus depreciation, control accounts, and cogs using the AB1 Artesian chart.
Configure product categories in Sage X3 manufacturing to centralize properties, stock and load management, expiry tracking, QC, FIFO, valuation, and ABC classification for finished, semi-finished, and raw materials.
Define a finished goods category 'fgm' with a sequence code and formula, configure stock, load, expiry, negative stock, and set base unit 'ea' and bag packing for manufacturing.
Define the issue and allocation rules in product categories, explain FIFO stock reservation, and outline MPS versus MRP planning for finished, semi-finished, raw materials, packaging, and miscellaneous items.
Change the unit of measure for finished goods from each to pack, and standardize semi-finished and raw materials to kg to ensure consistent costing and inventory in Sage X3.
Create a finished good: white sliced bread 750 g pack under FGM with 7-day expiry and packing of 20; define SFG white duff batch with 24-hour limit and CNSFG code.
Configure raw materials and packing materials in Sage X3 manufacturing, setting categories RAW and PKG, using sequence numbers RAW 00001 and PKG 00002, enabling stock, quality management, accounting codes.
set up a product site and stock site in sage x3, configure non-changeable qc, and create location types and locations for finished goods, quarantine, and disposed items.
Map product sites in Sage X3 to assign default receipt and storage locations for finished goods, semi-finished, and raw materials, including quarantine, floor silo, and packaging storage.
- Creating and managing BOMs
- Version control and revisions
Create a sub-layer category and a sub-layer in sage x3 by defining category code, descriptions, and a sequence format, then map accounts payable and accrual accounts, e.g., sup-00001.
Create the su category and a general customer for artisan bakeries by mapping accounts receivable and cost of goods sold under sales, and setting tax rules and cash terms.
Learn how to open the financial year and periods in Sage X3 for artisan bakeries by configuring legal and analytical ledgers, and enabling monthly periods up to December 2025.
- Initiating and managing work orders
- Tracking work order progress
Set up work centers by creating work center groups, which aggregate costs and support capacity planning, linking routing to the shop floor and tracking work in progress in Sage X3.
Configure WIP accounting with the WIP automatic journal and WIP accounting interface, set labor rate to work center rate, and apply standard cost with calculator for finished and semi-finished goods.
Illustrates the WIP accounting flow in Sage X3 for a semi-finished batch, from raw material issue to finished goods, with GL account mappings and variance accounts.
Define and manage routing in Sage X3 to map sequential manufacturing steps for semi-finished and finished goods, enabling accurate capacity planning, cost allocation, and audit trails.
- Implementing quality checks
- Integrating quality control processes
Execute production by finalizing the master production schedule, running MRP, performing standard cost calculations, procuring materials, and closing work orders to transfer costs from semi-finished to finished goods.
Run the mps process in manufacturing planning, select the reference date and stock site, and review the remaining quantities and demand forecast driven suggestions. Convert suggestions into planned work orders.
Set standard cost for raw materials and update finished and semi-finished goods to standard cost, enabling accurate provisional cost calculations in Sage X3 Manufacturing.
- Understanding MRP concepts
- Utilizing Sage X3 MRP features
Disable automatic load number generation and enter the supplier's load number during receipt to ensure traceability, quality control, and recall readiness in stock management.
Create purchase receipts against a purchase order to receive stock from a supplier, with line items populated, qc status, raw material quarantine location, and load numbers for load managed items.
Learn to run the stock accounting interface, diagnose general ledger account mapping in STKRE, and fix accruals and inventory accounts for raw materials and packaging materials after purchase receipt.
Create and release a work order for semi-finished goods, run MPS and MRP to validate firm orders, and examine the provisional cost breakdown including raw materials and labor.
Learn how to perform production tracking for semi-finished goods in Sage X3, including material tracking, WIP posting, and VIP journal entries from shop floor to financials.
Calculate provisional cost for finished goods and execute production tracking and work-in-progress posting in Sage X3, including material tracking, quality control, allocation, and journal vouchers.
Track labor and machine costs in production, post labor and machine web entries, and close the work order to finalize work in progress and finished goods costing totaling 1501.80.
Explore post production reports and dashboards, and learn how the system calculates production variance using production tracking, wip cost inquiries, and work order status in Sage X3 manufacturing.
Celebrate completing the Sage X3 manufacturing course by applying financial setup, master data, production planning, demand forecasting, master production schedule, material requirement planning, and WIP cost accounting.
Unlock Your Production Potential with Expert Sage X3 Manufacturing Implementation!
Are you ready to transform your manufacturing operations from chaotic to controlled, and drive true profitability with Sage X3? This in-depth, hands-on course is meticulously designed for both Sage X3 Consultants seeking to enhance their implementation skills and End Users/Business Owners aiming to optimize their company's production, inventory, and financial processes.
Why this course is essential: In today's complex manufacturing landscape, accurate costing, efficient production planning, and seamless financial integration are not just advantages—they are necessities. This course cuts through the theory, providing you with a step-by-step, practical guide to configuring and executing a complete manufacturing cycle within Sage X3.
What You Will Master:
Module 1: Introduction & Organizational Setup
Foundation First: Understand the core of Sage X3 Manufacturing.
Financial Backbone: Set up Chart of Accounts, Dimension Types, Ledgers, and the Account Core Model for precise financial tracking.
Establish Your Enterprise: Create your Manufacturing Company and Site within Sage X3.
Module 2: Configuring Common Data Settings & Creating Master Data
Data Mastery: Dive deep into common data, from creating essential G/L Accounts to defining Product Categories and their unique manufacturing capabilities.
Product Ecosystem: Learn to create Finished Goods (FGM), Semi-Finished Goods (SFG), Raw Materials, and Packing Materials with detailed configurations.
Inventory Control: Define Issue Rules, Allocation Rules, MRP/MPS settings, manage Units of Measure (UOM), establish Product-Sites, Location Types, Locations, and map them efficiently.
Production Blueprint: Set up accurate Bills of Materials (BOMs).
Commercial Foundations: Create Supplier and Customer Categories and Master records.
Financial Readiness: Open your Fiscal Year and Period, preparing for active transactions.
Module 3: Setup Production for Bread Manufacturing Company
Operational Engineering: Master the setup of Work Center Groups and individual Work Centers, defining their roles and capacities.
WIP Accounting Power: Gain in-depth knowledge of WIP Accounting Setup (Parts 1 & 2), ensuring precise cost accrual.
Process Definition: Configure robust Routings in Sage X3, detailing every step of your production process.
Strategic Planning: Learn to create Demand Forecasts and set up the Master Production Schedule (MPS) to drive your production planning.
Module 4: Execute Production
Plan to Action: Run the MPS Process and analyze results to finalize your production plan.
Costing Confidence: Establish Standard Costs for all manufacturing items.
Material Orchestration: Execute Material Requirements Planning (MRP) to ensure materials are available precisely when needed.
Procurement & Quality: Master recording Supplier LOT Numbers during Purchase Receipts, handle accounting errors, manage Purchase Returns, and perform Quality Checks.
End-to-End Manufacturing: Create and execute Work Orders for both Semi-Finished Goods (SFG) and Finished Goods (FG).
Real-time Costing: Track material, labor, and machine usage for SFG and FG, meticulously posting to WIP, and finally, close Work Orders to settle WIP and record variances.
Insightful Analysis: Leverage Sage X3's reporting tools for comprehensive manufacturing analysis.
Who Should Enroll:
Sage X3 Consultants looking to deepen their manufacturing module expertise.
Manufacturing Managers and Production Planners aiming to optimize their Sage X3 usage.
Cost Accountants and Financial Professionals needing to understand manufacturing cost flow.
Business Owners and Decision-Makers implementing or managing Sage X3 for their production operations.
By the end of this course, you won't just know Sage X3; you'll know how to make Sage X3 work for your manufacturing business, driving efficiency, control, and profitability.
Enroll now and transform your Sage X3 manufacturing capabilities!