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 |
| Orders |
Company Dynamic Label Most Expensive Categories Most Expensive Products Orders by Customer Orders by Status Order - Delivery - Return Open Orders Orders to ship Products in shortage Lines with negative margins Orders Follow-up by Company Orders vs Deliveries Open Order by customer |
| Returns |
Returns by Customer Returns by Product Returns by Reason |
| Customer Average Payment Days |
Customer Average Payment Days Amounts Average Payment Days |
Common Data
| Data Model | View |
|---|---|
| Addresses |
Addresses by Entity Addresses Delivery Details |
| Business Partners |
Business Partner Locations Business Partner Active Customer Active Supplier Active Customer Categories Supplier Categories |
| Products |
Items by Category Active products 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 NA10 and fiscal year 2 Filter Validation 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 Closed Orders Orders by Product Chart |
| 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 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 2 Inventory by Site Quantities by Site |
| Delivery Performance |
Product Delivery Performance Product Delivery Performance by Month / Year Delivery Performance Order Fulfillment |
| 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 | Tracking |
| 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 |
Expenses & Products - Ongoing projects |
| Project Financial Overview |
Cost Structure Financial Overview - Expense View Financial Overview - Revenue View Expense - Snapshot Compare Revenue - Snapshot Compare |
| 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 GL Detail Trial Balance Net Income Monthly Progression Balance Sheet Layout for Report Income Statement Layout for Report Liquidity View Expenses Pie Chart Cost of Goods Sold |
| Sales (Cube) |
Sales Map USA Sales Forecast by Month Customer Category Monthly Sales progression line Customers with Returns Monthly Sales This Year vs Last Year Open Orders by Customer Monthly Sales vs Costs Sales by Customer and Product Product Sales by Sales Rep United States Bill to Customers Sales This Year vs Last Year Sales / Orders / Deliveries / Returns Sales Quantity by Month Spark Line Quarterly Sales Transport Method Products with Negative Margin Deliveries by Country 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 Current Month and Year Top 5 Customers by Sales Quantity Current Year Filter |
| 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 Depreciation - Period - 02 Depreciation - Period - 03 Depreciation - Period - 04 Depreciation - Period - 05 Depreciation - Period - 06 Depreciation - Period - 07 Depreciation - Period - 08 Depreciation - Period - 09 Depreciation - Period - 10 Depreciation - Period - 11 Depreciation - Period - 12 |
View Example
