Sage X3 Predefined Views
Sales
| Data Model | View |
|---|---|
| Invoice Analysis |
Invoice by Customer Invoice by Product Sales Analysis Comparison Invoice by Sales Rep |
| Invoice Analysis without Valuation |
Invoice by Customer Invoice by Product Sales Analysis Comparison Invoice by Sales Rep |
| Deliveries |
Deliveries by Customer Deliveries by Product Deliveries Follow-up Stock Delivery by Day Stock Delivery Weekly Load Stock Preparation by Day Stock Preparation Weekly Load Remains to be delivered / Customer Late & Expected |
| Orders |
Company Dynamic Label Most Expensive Categories Most Expensive Products Orders by Customer Orders by Status Order - Delivery - Return Orders Follow-up by Company Orders vs Deliveries Open Order by customer Monthly order amount by invoice status (running total line) Order Amounts by Invoice Status (worksheet) Open Orders Delayed Average Amount Order / Customer |
| Returns |
Returns by Customer Returns by Product Returns by Reason |
| Customer Average Payment Days |
Customer Average Payment Days Amounts Average Payment Days |
|
Invoice Analysis with Kit Margin Calculation
|
Invoice by Customer Invoice by Product Sales Analysis Comparison Invoice by Sales Rep |
Common Data
| Data Model | View |
|---|---|
| Addresses |
Addresses by Entity Addresses Delivery Details |
| Business Partners |
Business Partner Locations Customer Categories Supplier Categories |
| Products |
Items by Category Items by Line |
| Global Currency Rates (Consolidation) | Global Currency Rates |
Finance
| Data Model | View |
|---|---|
| GL Transaction Details with Year-end Simulation |
GL Transaction Details Sim. GL Transaction Details Sim. DB GL Transaction by Account (Global Currency) |
| GL Transaction Details with Year-end Simulation & Pyramid | GL Transaction Details with Sim. & Pyramid |
| GL Transaction Details (X3 v7 and up) |
GL Trial Balance GL Transaction Details Posting detail by customer Posting by Department Posting by Product Lines Posting by site |
| GL Transaction Details with Account Pyramid | GL Transaction Details with Pyramid |
| AP/AR Current Aging |
AP Current Aging Transaction Currency AP Current Aging Ledger Currency AP Current Aging Global Currency AR Current Aging Transaction Currency AR Current Aging Ledger Currency AR Current Aging Global Currency |
| AP/AR Historical Aging |
AP Historical Aging Transaction Currency AP Historical Aging Ledger Currency AP Historical Aging Global Currency AR Historical Aging Transaction Currency AR Historical Aging Ledger Currency AR Historical Aging Global Currency |
| Budget Entry |
Budget View Budget Entry Expense Budget View |
| Budget Analysis (v11+) | Budget Analysis |
| Budget Analysis (v7-v10) | Budget Analysis |
| Chart of Accounts | Chart of Accounts |
| Finance with balances |
Liquidity Ratio Liquidity Ratio with Operating Income Monthly Income over time AP/AR |
| Fixed Asset | |
| FAS-Depreciation provisions (Fiscal Year) |
Depreciation Plan (Fiscal Year) Company Depreciation Plan (Fiscal Year) - Analytical Monitoring |
| FAS - Depreciation Provisions Monitoring (Periods) |
Depreciation Plans (Periods) by Company Depreciation Plans (Periods) - Analytical Monitoring |
| FAS-Expenses Monitoring |
Real Estate Expenses by Company Real Estate Expenses - Analytical Monitoring Real Estate Expenses by Company (Chart) Real Estate Expenses - Analytical Monitoring (Chart) |
| Old | |
| Customer Aging Balance (v7+) |
Current Receivables by Age Overdue Receivables by Age Top 10 Overdue AR Top 10 Current AR Customer Aging Balance (by Invoice Date) Amount vs Credit limit by Stat Group Top 5 Payment Methods |
| Customer with Overdue AR |
Customers with Overdue AR List of Invoices by Age Due Amount by Site |
| Account Payable |
Current Aging Top 10 Current AP by Supplier Overdue vs Current Amount by Month Total Amount by Supplier Overdue Aging Top 10 Overdue AP by Supplier |
CRM
| Data Model | View |
|---|---|
| Task |
Task Task by Customer Chart Task Quantity by Customer |
| Phone Call |
Phone Call Phone Call Duration Chart Calls Quantity by SalesRep Talk Time by SalesRep |
| Appointment | Appointment |
| X3 v7-10 | |
| Task |
Task Task by Customer Chart Task Quantity by Customer |
| Phone Call |
Phone Call Phone Call Duration Chart Calls Quantity by SalesRep Talk Time by SalesRep |
| Appointment | Appointment |
Purchasing
| Data Model | View |
|---|---|
| Purchase Orders |
Orders by Supplier Orders by Product Orders vs Returns Orders by Product Chart Supplier Service Rate Supplier Service Rate Chart Stock Reception by Day Stock Reception - Weekly Load Delayed Purchase Orders |
| Purchase Returns |
Returns by Supplier Returns by Reason Returns by Product Chart Returned Amount by Reason Chart Returned Quantity by Reason Chart Returned Qty and Amount by Reason Chart Returned Qty and Amount by Supplier Returned Qty and Amount by Product Code |
| Purchase Invoices |
Purchase Amount by Month Purchase Invoices by Product Purchase Invoices by Supplier Purchase Invoices Price Evaluation by Supplier Price Evaluation by Product States Quantity by Product Category |
| Average Payment Days to Suppliers |
Average Payment Days (Amount) Average Payment Days Average Payment Days by Month Average Payment Days |
Logistics
| Data Model | View |
|---|---|
| Inventory Management |
Out of stock In Inventory In Inventory Details Inventory by Site Quantities by Site Reason Pie View |
| Delivery Performance |
Product Delivery Performance Product Delivery Performance by Month / Year Delivery Performance Order Fulfillment Service Rate Customer Delivery Service Rate Customer Delivery Chart |
| Inventory vs Sales vs Purchases (X3v11 and up) |
Negative Net Stock Qty Data Validation Data Validation - Inventory vs Safety Stock Sales vs. Inventory vs. PO Quantities Sales vs. Inventory vs. PO ($ Valuation) |
Manufacturing
| Data Model | View |
|---|---|
| Work Order List | Work Order List |
| Work Order Detail (With Costs) |
Work Order Detail (With Cost Details) Work Order Detail (Cost Type Breakdown) |
| Work Order Detail |
Tracking Delay Days Tracking On-time Orders Rate KPI Average Delay Days based on WO Manufacturing Order Status (worksheet and graph) Out of stock / Shortage Stock Allocation Status |
| Production Report |
Production Worksheet Chart Production Worksheet Quantity by Product Top 10 - Quantity by Product Production by Site |
| Manufacturing Variances | WIPCOST Variances |
| Planning (MPS-MRP) |
MRP Suggestion List MPS Suggestion List |
Project Management (X3v11+)
| Data Model | View |
|---|---|
| Project Profit & Loss |
Profit & Loss Document Currency Profit & Loss Project Currency Profit & Loss Global Currency |
| Project Actual Sales | Actual Sales |
| Project Cost |
Cost Structure Financial Overview - Expense View Financial Overview - Revenue View Expense - Snapshot Compare Revenue - Snapshot Compare |
| Financial Summary |
Outstanding business expenses & income |
| Project Purchase Expenses |
Purchases by Cost Type Actual Purchases |
|
Project Time Expenses |
Time Related Expenses Commit vs Actual Employee - Time Spent and Average Labor Rate |
| Project Manufacturing Material Expenses | Manufacturing Detailed Expenses |
| Project Employee Expenses | Employee Expenses by Cost Group |
| Project Task Planning - Task Level | Task Planning - Task Level |
| Project Task Planning - Operation Level | Task Planning - Operation Level |
| Project Task Planning - Product Level | Project Task Planning - Product Level |
OLAP Cube
| Data Model | View |
|---|---|
| Budget for Financial Cube | Budget Configuration |
| GL Financial (Cube) |
Gross Margin Monthly Progression Net Income Monthly Progression GL Detail Trial Balance Balance Sheet Layout for Report Income Statement Layout for Report Liquidity View Expenses Pie Chart Cost of Goods Sold |
|
Sales (Cube) Forecast
Map
Top 5 +
Sales
Customer |
Sales Forecast by Month Forecast vs Actual (Month to Month) Sales Map USA United States Bill to Customers Top 5 Products by Returns Top 5 Products by Sales Top 5 Payment Methods Top 5 Product Categories by Sales Top 5 Customers by Quantity Sales Top 5 Countries by Sales Top 5 Sales Rep Top 10 Sales Rep Top 10 Customers by Margin Top 5 Products by Returns Top 5 Customers by Sales Quantity Top 10 Customers by YTD Sales Growth % Bottom 10 Customers by YTD Sales Growth % Monthly Sales progression line Monthly Sales This Year vs Last Year Monthly Sales vs Costs Product Sales by Sales Rep Sales This Year vs Last Year Sales YTD vs LYTD by Customer Sales / Orders / Deliveries / Returns Sales Quantity by Month Spark Line Quarterly Sales Transport Method Products with Negative Margin Deliveries by Country Monthly Actual vs Forecast by Customer Monthly Actual vs Forecast Customer Category Customers with Returns Open Orders by Customer Sales by Customer and Product |
| Manufacturing (Cube) |
Manufacturing Costs Cube by Year and Period Manufacturing Costs Cube per day |
| Work Orders List (Cube) |
1 - Work Orders 2 - Products 3 - Materials 4 - Operations Quantity by Company Number of Op, account, mat |
| Stock Journal (Cube) |
Stock Journal Inventory to Sales Ratio |
| Cube stock to date |
Inventory Monitoring by Item Stock Monitoring by Class ABC |
| Purchasing (Cube) |
Purchase Order Quantity by Month Purchase Order Amount by Month Purchase Orders Amount and Quantity by Month Quality (Ordered vs Returned) Gauge Top 10 Products by Order Amount Order Amount by Month Top 10 Suppliers by Ordered Amount Items by Suppliers and Years Simple View Returned Qty and Amount by Supplier Returned Qty and Amount by Product Code |
| Commitments (Cube) (X3 v7 and up) | Commitments Follow-up |
| Operational Budget | |
| Projects (Cube) | Project Tracking |
| Envelope-Exercise (Cube) |
Envelope Monitoring Follow-up Budget Exercises |
| Budget Line (Cube) | Budget Line Monitoring |
| Revision Request (Cube) | Follow-up Requests for Revision |
| Expenses | |
| Expenses |
Expenses - Account Follow-up Expenses - Analytical follow-up |
| Fixed Assets | |
| Accounting Goods | Accounting Goods |
|
Amortization |
Depreciation - Fiscal Year Depreciation - Period Depreciation - Period - 1st Quarter Depreciation - Period - 01 to 12 |
Preventive Maintenance
| Data Model | View |
|---|---|
| Preventive Maintenance |
Equipment History Resource Utilization Top 5 Resource by Utilization Equipment Downtime & Uptime hours Top 5 Equipment by Downtime hours Equipment Cost Top Recurring requests Job Ticket Response time Top 10 Equipments by Response time Replaced Component Top 5 Replaced Component Expected Repair Time vs Actual Top 5 Performing Resources Top 5 Equipment by Number of Job Tickets Top 5 Equipment Groups by Number of Job Tickets Workforce Cost Expected vs. Actual KPI Equipment |
View Example
