Engaging and structured training with Cloud access to Sage X3 for real-world practice

What you'll learn

Create users and manage access to control who can view or edit sensitive data like prices, terms, or accounting entries.

Use role-based controls to reserve key actions (invoice approval, fiscal close) for authorized personnel.

Configure Sage X3 rules: set discount limits, block unauthorized items, and more.

Adjust screens by role: simple views for staff, detailed layouts for approvers.

Customize menus/dashboards per profile with KPIs, shortcuts, and workflow alerts.

Requirements

Understanding ERP concepts: flows, master data, transactions.

Knowledge of business processes: sales, purchasing, inventory, accounting.

Description

Course ObjectivesIn this course, you will learn how to efficiently manage access rights, roles, and system settings in Sage X3 to protect sensitive data, secure critical processes, and deliver a tailored user experience.Detailed Curriculum1. User and Access ManagementCreate new users.Assign and control access based on roles.Protect sensitive data such as sales prices, commercial terms, or accounting allocations.2. Role-Based Functionality ControlDefine who can approve invoices or close fiscal periods.Secure critical actions to ensure compliance with company policies.3. Business Rule ConfigurationSet discount limits.Block unauthorized items.Enforce your company's management rules directly within Sage X3.4. Screen and Menu CustomizationAdapt transaction views by user role (simplified for agents, detailed for approvers).Build personalized dashboards with key indicators and shortcuts.Set up alerts and notifications via workflows.Teaching ApproachDynamic and engaging methodology: short, clear definitions supported by practical tips and best practices.Real business context: hands-on case studies inspired by real-world scenarios.Practical online environment: access to a Sage X3 sandbox for 4 weeks to practice exercises and develop autonomy.Expected OutcomesBy the end of this course, you will be able to:Securely manage user access and permissions.Configure Sage X3 to enforce business rules.Customize interfaces for each role to maximize efficiency.Immediately apply your new skills in a professional setting.

Overview

Section 1: Introduction

Lecture 1 What will you learn?

Section 2: Getting Started

Lecture 2 Introduction

Lecture 3 Master data

Lecture 4 Purchasing flow

Lecture 5 Sales flow

Section 3: Access Management

Lecture 6 Functional users

Lecture 7 Authorization & Function profile

Lecture 8 Access codes & screen fields

Lecture 9 Access codes & functional transactions

Lecture 10 Access codes & miscellaneous tables

Lecture 11 Access codes & user record

Lecture 12 Entry transaction

Lecture 13 Access restrictions

Lecture 14 Syracuse user

Lecture 15 User session control

Section 4: Profile and Menu Customization

Lecture 16 Introduction

Lecture 17 Navigation pages

Lecture 18 Home pages

Lecture 19 Portal customization: Queries

Lecture 20 Conclusion

Section 5: Parameter Values

Lecture 21 Distribution module

Lecture 22 manufacturing module

Lecture 23 Accounting module

Any IT specialist who wants to integrate the Sage X3 ecosystem,Member of the IT department or technical support, in charge of Sage X3,Sage X3 Key User