Sage X3 Advanced Solutions

NexTec Group’s Advanced Manufacturing, Advanced Financials and Advanced Quality solutions helps manufacturers streamline operational efficiency and manage growth. It is a unified platform that is configured by NexTec experts who deliver a complete business solution.

For customers requiring additional features to take their business to the next level, NexTec is proud to offer Advanced Manufacturing, Advanced Financials and Advanced Quality solutions. These feature sets work with Sage X3 to extend the functionality of our customers’ systems and transform their operations.

With Advanced Manufacturing, Sage X3 customers receive all the additional features and modules they need to optimize their operations. This includes the features found in Advanced Financials and Advanced Quality.

NexTec’s Advanced Financials solution provides customers with the finance-specific features they need without additional manufacturing or quality functionality they may not be ready for.

With our Advanced Quality solution, customers have access to the quality-exclusive features they require to ensure safety and compliance.

Functional Area

Finance

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Open AR Hold Adds aging days to credit check algorithm Global and customer specific aging parameter Security based manual override capability
Automated Clearing House (ACH) Payments Predefined NACHA format Multi-bank support Bank specific file format File regeneration capability Email workflow template Payment note Balanced bank file format Enhanced security for “at rest” data Bank information import
Electronic Funds Transfer (EFT) Payments Multi-bank support Bank specific file format File regeneration capability Email workflow template Payment note Enhanced security for “at rest” data Bank information import
Commission Processing Pay on invoice or payment receipt Create batches for managing and processing Approval option for separation of duties Manage both internal and external representatives View summary or detail for each sales representative Support primary and secondary sales representatives Adjustments with reason code Generate mass invoice for payment processing Process track-only representatives during posting

Functional Area

Productivity Boosters

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Business Partner Notes Non-Technical setup function Enter notes in real-time Classify and organize notes Use in up to 30 different functions Note attachments
Product Attributes Define up to 30K product attributes Definable groups for attribute organization Profiles for management of group and attributes Available at three levels Configuration controls of display sequence Import templates to facilitate data initialization
Lot Attributes Attribute display in multiple inquiries Access in manual allocation and stock issue functions Vertical inheritance Horizontal inheritance Integrated with advanced quality stock audits
GS1 Pallet and Product Labels Predefined application IDs Predefined data sources Label profiles / mapping to minimize customization Option for site graphics Pallet labels with SSCC during delivery
Industry Driven Product Extensions
Business Form Accelerator Pack
Form Personalization One stop shop to streamline common data (ex: Products, Customers, etc.) No technical skills required Protected again patches and upgrades Utilize predefined templates for efficiency
TI-HI Support Defined pallet configuration on product Attach pallet configuration diagram to product Palletization instruction document for production

Functional Area

Forecasting

Features

Advanced Manufacturing

Advanced
Financials

Advanced
Quality

Demand History

Demand import
Outlier and history adjustments
History substitution
Numerical and graphical view
Capture and consideration of lost sales

Forecast Management and Calculation

Market intelligence support
Adjustments with tracking reasons
Trend and seasonality support
Individual or group calculation
Batch calculation option
Numerical and graphical views
Monthly to planning period conversion

Functional Area

Purchasing

Features

Advanced Manufacturing

Advanced
Financials

Advanced
Quality

Pallet Driven Purchasing and Logistics

Container based capacity control
Display and calculation of pallet quantity in planning workbenches and execution tools
Inclusion in Products by Supplier
Activated by entry transaction

Bulk Receipt and Grading

Receive “bulk” and convert to one or more graded products
“One-step” transaction for efficiency
Integrated with advanced quality features
Maintains lot tracking and traceability
Grading lists to simplify activity and reduce errors

Supplier Documents

Features

Advanced Manufacturing

Advanced
Financials

Advanced
Quality

Document Management Tracking

Supplier
Supplier, Product
Supplier, Product, Manufacturer

Document Request Management

Signature process tracking
Integrated with Quality Audits

Purchase and Receipt Management

Optional capture of manufacturer in purchase order
Warn / block capability
Document status popup

Pre-Receipt COA

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Capture and Manage COA Prior to Arrival Capture and record results prior to receipt Detects potential issues in advance Automatic validation of test results Streamlines receiving process for compliant lots

Features

Advanced Manufacturing

Advanced
Financials

Advanced
Quality

Capture and Manage COA Prior to Arrival

Capture and record results prior to receipt
Detects potential issues in advance
Automatic validation of test results
Streamlines receiving process for compliant lots

Functional Area

Planning and Production

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Work Order Batch Size Management Break down WO into manageable batches Automatic or manual batching Available in planning and execution Create material list (shop paper) with batch breakout Report material consumption by batch Report production quantity by batch
Lock Component Scaling Recalculate production and material requirement quantities based on “key component” Available during work order creation or as standalone function
Production Staging and Issue Pick for work order or batch Available for lot or non-lot products Pick to staging pallet(s) Label printing Material picking and detail allocation Material issue by pick group
Product Constraint Management Create customized list of constraints Enter manually or roll up from BOM Available for planning and sequencing Roll up via sequenced batch job
Production Sequencing Sequence work orders to minimize setup and changeover Sequencing criteria Sequencing groups (selection and sorting) Change work center, start date, planned/firm status, and sequence for one or many work orders Work order and stock drill downs Graphical capacity display Load recalculation Sequenced dispatch list
Work in Progress Audits Generated within work order Defaults from product-site Manual or frequency audit type Recurrence time interval with override Manual Calculation base of time interval or units Create as-needed (noise reduction) or in advance Incomplete audits are cancelled (cleanup with audit trail) when the operation closed
Audit Groups One or more audits allowing efficient release Support manual or frequency audits Activation control
Standard Notes and Images Reusable notes with both text and images Assign to BOM, Routing or standard operation Editable on work order Print on job ticket and material issue list

Functional Area

Rebates and Royalties

Rebate Management

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Flexible Program Definition & Criteria Program start date Use fiscal or calendar or periods Exclusive or multi-program option
Tier Management Volume or frequency Thresholds by units, gross price, net price and weight Cumulative or progressive BP tracking flexibility (group, sold-to, bill-to)
Benefit Management Calculation basis Percentage or amount Beneficiary flexibility (sold-to, bill-to, group, rebate group) Off invoice, accrued, or non-accrued GL account / dimensions controls Flat rate Track only Minimum period payments
Powerful Filtering / Period Qualification Criteria Customer Product Advanced selection
Inquiries and Analysis Program analysis Program inquiry Period inquiry Transaction inquiry Order line rebate eligibility inquiry

Royalties

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Flexible Program Definition & Criteria Effectively control Use fiscal or calendar or periods
Benefit Basis Unit, net, gross and base price
Benefit Management Percent or amount Defined by program or product Accrued or non-accrued GL account / dimension controls Pay-to
Powerful Filtering Criteria Product Advanced selection
Program and Transaction Inquiries Program inquiry Transaction inquiry

Payments

Features

Advanced Manufacturing

Advanced
Financials

Advanced
Quality

Payment Workbench (AR/AP/Other)

Adjustment with reason
By program or by payment period
Generates payment or on account credit
Automatic adjustments per royalty period min / max requirements
Optional consolidation for multi-program payments
Approve and process track-only programs

Statements

Rebate statement
Royalty statement

Functional Area

Fulfillment

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Weight Based Pricing Price or discount line or document weight Define weight-based tiers Dynamically adjust based on order edits
Customer Document Management Stock site, product and export country One-time, per order, yearly or monthly delivery frequency Assign documents as a group Block sales orders and deliveries Workbench and inquiry
Order and Delivery Management Control by customer Manage allocations and shortages Automatic close of order lines and orders with reason Option for tracking lost sales
Loading Dock Management Set up docks, and schedule delivery and receipt activity Associate orders with dock schedules, and then generate picking documents Use the delivery schedule to generate deliveries Check a truck in and out of a dock View the status of the docks Jump to a dock schedule from a calendar

Customer-Specific Certificate of Analysis

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Customer Specific COA Tests included independent of primary COA Sequence control Customer specific specification text Actual or generic result text
Allocation Based on COA Response Criteria
Automatic Allocation During sales order create / maintain Automatic allocation (batch or manual) Delivery creation (unallocated lines)
Manual Allocation Warns if non-compliant and allows override during order maintenance Logic is also in standalone
Shortages Applied automatically
Stock Audit Results View lots for a SKU, and with one-click, access the test results Evaluate which lots meet the customer specific criteria Review the audit results, as well as the individual test responses based on the customer’s criteria

Scan and Pack

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Simplified Interface Single function to allocate, package and delivery Designed for use with barcode scanner (tethered or Bluetooth) Confirmation and error sounds to expedite processing Mouse-less operation allows user to complete shipment using only scanner Save and resume at any time Unpack to correct errors
Efficiency and Error Reduction Scanning product reduces occurrences of shipping incorrect product Scan product and lot number using single GS-128 or GS1 DataMatrix barcodes Capture GTIN by product and packaging unit Support for multiple packing units Scan UPC and lot individually
Automatic Packing Automatic packing of product that does not require scanning (ex: marketing material)
Order Based Pick Support Pick unallocated or global allocated lines Order based picking report Picks results in detail allocation (lot/location) Pack delivery contents Generate delivery
Delivery Based Packing Break delivery content into boxes (pack) Print label(s) Confirm

Functional Area

Quality

Audits, Checklists and Test Management

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
GMP Audit Support Manual Event driven Periodic
User Security and Authorization Authorization groups Roles Quality users Question level authorization
Flexible Checklist and Question Configuration Generic and specific questions and controls Retest and secondary test capability Estimated test cost
Group Activation / Control Manual audit creation In process audits Alternate to individual audit Unselect default audits for exception management
Purpose Built Workbenches Assignments Response Approvals
Inquiries and Reports Audit inquiry Audit log Completed audits Response worksheet Checklist where-used
Stock-Based Audits Configurable by product, product-site and stock management rules Driven by stock activity (production, receiving, etc.) Streamlined response entry Automated stock disposition based on test results Recontrol Status based movement control
Test Grouping Group by receipt, product-lot, lot Append to completed audits Efficiency via reduced data entry

Product Recall

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Flexible Generation Forward and backward search capability Generate mandatory, voluntary or mock recalls Single company or enterprise option Multiple methods for selecting recall stock
Recall Plan Documentation Reason Risk Customer / company actions Contact information Date / time traceability
Stock Analysis and Control Impact analysis with drill-down Lot Issues Work in progress Deliveries Freeze / Block Recall specific inquiries
Communication Option to generate CRM calls Product recall report (internal) Customer recall letter (external)

Certificate of Analysis

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Configuration Driven COA Attributes Method text Grouping Print control Sequence control Specification text Actual or generic result text Document text maintenance Signature / Image management
Preview Option – WYSIWYG
Test Result Inheritance Based on a specific component Print document using test results from either delivered lot or from bulk batch lot
Printing Stock Order Delivery History

Sample Management

Features

Advanced Manufacturing

Advanced
Financials

Advanced
Quality

Retain and Test Samples

Auto-setup logic
Multi-source (stock, work in progress and sample)
Label printing for easy identification
Retention period calculation and management
Inventory quarantine via status and location

Sample Workbench

Label print/reprint
Change sample type
Manage retention period
Issue/consume sample stock
Mass issue or expired stock
Generate stock audit

Downtime

Features

Advanced Manufacturing

Advanced
Financials

Advanced
Quality

Define and Plan

Define types and required data
Define reasons and solutions
Log against work center group, work center, or independent equipment
Create in advanced (planned)

Capture and Review

Capture key elements such as operator, technician, external service provider, and duration
Calculate estimated cost
Inquiry available for reviewing events
Integrated with advanced quality for auto-generation and completion
Ability to generate and track by shift

Functional Area

Help

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Searchable Help Library
Setup and Function Help
Functional Summary
Release Notes
Process Flows

Functional Area

Catch Weight (optional)

Features	Advanced Manufacturing	Advanced Financials	Advanced Quality
Purchasing Price by weight or by unit Receive by pallet with average case weight Receive by pallet with actual weight Receive by case Import for case weight automation Pallet labels GS1 case labels Transactions via desktop or ADC
Forecast by weight or case View and adjust demand history View and adjust forecast
Stock Management Track by pallet or case Split, merge or adjust pallets Automatic calculation (optional) of case count and total weight Case break logic Automatic adjustments ADC Advanced cycle count Inquiries in weight and/or packing unit
Production Stage and issue products on pallet Automatic calculation (optional) of case count and total weight Mono and multi-product pallet support Material issue by pallet/case Report by pallet with average case weight Report by pallet capturing actual weight Report by case Production return by pallet/case Order based picking report
Fulfillment Price by weight or packing unit Leverage automated process for non-catch weight products Picking with integrated pallet split and merge capabilities Case break for selling actual weight pieces Automatic adjustment of non-tangible quantities Shipment and invoice recalculation based on actual weight Transactions via desktop or ADC Actual weight detail reports for shipments and invoices
GS1 Processing ADC receipt via GS1 label Pallet build / case quantity and weight calculator Pallet import ADC SO picking via GS1 Case label template Stock label template Pallet label template