Sage X3 Partner Learning Catalog 2020v1

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Partner Learning Catalog

as of May 21, 2020


Learn from the experts and
EMPOWERING LEARNING
become one yourself. BUILDING SKILLS

SAGE U

CERTIFICATIONS

PARTNER CURRICULUM

Learning empowers and prepares all Sage


MX3 BOOTCAMP

LEARNING PATHS

partner types COURSES

o Getting Started

RESELLERS o Core Curriculum


At Sage, we recognize the critical role that our ALLIANCES (VAR & Cloud)
(Strategic & Corporate) o Advanced Curriculum
partners play in our own success. That’s why we
offer world-class Partner Enablement & Learning o Expert Curriculum

offerings that help us grow and thrive together. In o Enterprise Intelligence


SAGE
this short guide, you can review several of the PARTNERS o Additional Courses

courses and Learning Paths available for people ISVs COURSE SCHEDULE
in all roles who work with Sage X3. SYSTEM
YOUR SAGE U PROFILE
IMPLEMENTERS
(Integrators)

ACCOUNTANTS
2 | Sage X3 Partner Learning Curriculum Visit Sage YOUR SAGE U to register for courses and certifications
Learn from the experts and
EMPOWERING LEARNING
become one yourself. BUILDING SKILLS

SAGE U

CERTIFICATIONS

PARTNER CURRICULUM

Build your skills on Sage X3:


MX3 BOOTCAMP

LEARNING PATHS

Partner Learning that helps you succeed COURSES

o Getting Started
Whether you are a new Sage X3 partner or an experienced consultant, Sage YOUR SAGE U is the right place for you. Find out
more about the training options available for your individual needs. There are so many ways to learn. o Core Curriculum

o Advanced Curriculum
Bootcamp Expert level Instructor-Led Private Training eLearning
instruction Virtual or Classroom o Expert Curriculum

A flexible consultant After you earn your Designed for users who Bespoke training can be Self-paced interactive o Enterprise Intelligence
enablement program to product certifications and want a step-by-step how- designed specifically to courses available
quickly prepare have over 12 months to. With this objective in meet your organization’s whenever you are. o Additional Learning
consultants for the field. practical field experience, mind, you get to practice requirements. This can be
continue your learning in using the software, while delivered onsite or online COURSE SCHEDULE
our Expert workshops. completing exercises.
These courses will deepen
YOUR SAGE U PROFILE
your knowledge and build
upon your experience.

3 | Sage X3 Partner Learning Curriculum Visit Sage YOUR SAGE U to register for courses and certifications
Sage University
Training when you need it
EMPOWERING LEARNING

Learning for each phase of your learning life cycle or business changes. BUILDING SKILLS

SAGE U
Tool for your learning journey:
New products • Curriculum: Extensive range of course content – Getting started to Expert CERTIFICATIONS
and updates • Resources: Global standardized curriculum
• Practical Experience: Flexible, hands-on training and lab environments PARTNER CURRICULUM
• Validation: Certification exams for all specializations
MX3 BOOTCAMP
New hires
Next level LEARNING PATHS
of skills
COURSES

o Getting Started

o Core Curriculum
Certifications Onboarding
o Advanced Curriculum

o Expert Curriculum

o Enterprise Intelligence

o Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

4 | Sage X3 Partner Learning Curriculum


Sage X3 Partner Certifications
EMPOWERING LEARNING
Benefits of certification
BUILDING SKILLS

SAGE U
Holding a Sage X3 certification provides many benefits. It enables consultants with
deep Sage X3 skills to validate their expertise, hone their skills and set themselves CERTIFICATIONS

apart from others. Sage X3 certification brings professional credibility, increased PARTNER CURRICULUM
earning power , greater job satisfaction, and the confidence you are on the leading
MX3 BOOTCAMP
edge as the solution evolves to support our customer’s success.
LEARNING PATHS

COURSES
Sage X3 certifications you can earn
o Getting Started

Sage X3 Certified Financials Consultant o Core Curriculum

Sage X3 Certified Distribution Consultant o Advanced Curriculum

Sage X3 Certified Manufacturing Consultant o Expert Curriculum

o Enterprise Intelligence
Sage X3 Certified Technical Consultant
o Additional Learning
Sage X3 Certified Developer
COURSE SCHEDULE
Sage X3 Certified Integration Professional
YOUR SAGE U PROFILE

Sage X3 Certified Project Manager

5 | Sage X3 Customer Learning Curriculum


Sage X3 Partner Learning Curriculum
EMPOWERING LEARNING

The Sage X3 Curriculum has four sections to help you navigate straight to the knowledge you need: Getting Started, Core, BUILDING SKILLS
Advanced, and Expert.
SAGE U

Getting Started Core CERTIFICATIONS

PARTNER CURRICULUM
Core programs are the target of attainment for most
Getting Started programs introduce learners to the basic
“regular” learners. MX3 BOOTCAMP
functions and operations of the application within their
role or competency. LEARNING PATHS
Learners who have completed Core curriculum should be
considered ready to fulfill the everyday duties or their
Learners should be considered competent enough able to COURSES
role or competency with minimum assistance or
begin to perform their role or competency.
supervision. o Getting Started

o Core Curriculum

Earn The Ultimate Sage 3 Learning Achievement o Advanced Curriculum

Advanced Expert o Expert Curriculum

o Enterprise Intelligence

Advanced programs take learners to the ultimate Designed to enable you to master your skills in your
o Additional Learning
level of learning, though it should be stressed that chosen specialist domain. These courses are aimed at
learning is the cornerstone of expertise. Only consultants who have significant Sage X3 knowledge COURSE SCHEDULE
experience can make a true expert. and expertise.
YOUR SAGE U PROFILE

6 | Sage X3 Partner Learning Curriculum View the recommended learning paths for your role
Mastering Sage X3 Bootcamp
Build knowledge, Build confidence, Build Relationships – Your Sage X3 journey begins here
EMPOWERING LEARNING

The Mastering Sage X3 Bootcamp is a flexible, intense consultant enablement learning program. BUILDING SKILLS

SAGE U
Are you a new Sage X3 consultant? This intense consultant enablement learning program provides core product knowledge and
implementation methodology required to be a proficient Implementation Consultant or Project Manager. CERTIFICATIONS

If you’ve already attended the core product training, Sage is offering additional learning to expand on your core product knowledge as well PARTNER CURRICULUM
as advanced and expert courses that will take your learning to the next level. View the detailed program guides and log on or create a
profile to view the additional recommended training for your role. MX3 BOOTCAMP

LEARNING PATHS

COURSES

o Getting Started

o Core Curriculum

o Advanced Curriculum

o Expert Curriculum

o Enterprise Intelligence

o Additional Learning

Special bundled price available for complete bootcamp registration. COURSE SCHEDULE
Register for the MX3 bootcamp bundle on Sage University to take advantage of this special pricing!
YOUR SAGE U PROFILE

Access Sageu.com/MX3Bootcamp
to view program guides and register
7 | Sage X3 Partner Learning Curriculum
Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Sales Consultant o Pre-Sales Consultant
Get Started Core Curriculum Advanced Learning Certification o Project Manager

o Financials Consultant
Introduction to Sage X3 for Partners Sales Boot Camp N/A N/A
2 .5 hours | eLearning 32 hours | VILT o Distribution Consultant

Getting Started with Sage X3 o Customer Service


1.5 hours | eLearning o Manufacturing Consultant

Getting Started - Common Data o Project Management

1 hour | eLearning (Job Costing) Consultant

Getting Started with the Cloud o Technical Consultant

1 hour | eLearning o Certified Developer

o Certified Integration

Pre-sales Consultant Developer

o Reporting: SEI
Get Started Core Curriculum Advanced Learning Certification
o Reporting: Other

Introduction to Sage X3 for Partners Understanding the Pre-Sales Process N/A N/A COURSES
2.5 hours| eLearning 2.5 hours| eLearning
COURSE SCHEDULE
Getting Started with Sage X3 Sales Boot Camp YOUR SAGE U PROFILE
1.5 hours| eLearning 32 hours | VILT

Getting Started - Common Data


1 hour | eLearning

Getting Started with the Cloud


1 hour | eLearning

8 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Project Manager o Pre-Sales Consultant
Get Started Core Curriculum Advanced Learning Certification o Project Manager

o Financials Consultant
Getting Started with Sage X3 Project Manager Fundamentals Introduction to Fast Start for Partners Sage X3 Certified Project Manager
o Distribution Consultant
1.5 hours| eLearning 2 hours | eLearning 2 hours | eLearning
o Customer Service
Getting Started - Common Data o Manufacturing Consultant
Project Manager Workshop and
1 hour | eLearning Certification
o Project Management (Job
36 hours | VILT
Getting Started with the Cloud
Costing) Consultant
1 hour | eLearning
o Technical Consultant

o Certified Developer

o Certified Integration

Developer

o Reporting: SEI

o Reporting: Other

COURSES

COURSE SCHEDULE

YOUR SAGE U PROFILE

9 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Financials Consultant o Pre-Sales Consultant
Get Started Core Curriculum Advanced Learning o Project Manager

o Financials Consultant
Introduction to Sage X3 for Partners MX3 Bootcamp Bundle Advanced Common Tools
2.5 hours| eLearning 32.5 hours| VILT o Distribution Consultant
MX3 Bootcamp: Core Technical
Getting Started with Sage X3 40 hours | VILT o Customer Service
Advanced Financials
1.5 hours| eLearning 36 hours | VILT o Manufacturing Consultant
MX3 Bootcamp: Core Financials
40 hours | VILT o Project Management (Job
Getting Started - Common Data
1 hour | eLearning MX3 Bootcamp: Core Distribution Costing) Consultant
40 hours | VILT
Getting Started with the Cloud o Technical Consultant
1 hour | eLearning MX3 Bootcamp: Configuring a Solution o Certified Developer
40 hours | VILT
o Certified Integration

Expert Curriculum Additional Learning Certification Developer

o Reporting: SEI
Expert Financials Automatic Journals Study Guide
32.5 hours| VILT 4 hours | VILT Document o Reporting: Other

Understanding and Creating Workflows Sample Exam COURSES


8 hours | VILT 1 hour
COURSE SCHEDULE
Financials Consultant Exam YOUR SAGE U PROFILE
Introduction to Requesters/Queries 3 hours
10 hours | VILT

Fixed Assets
5 hours | VILT

10 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant

Distribution Consultant o Pre-Sales Consultant

Get Started Core Curriculum Advanced Learning o Project Manager

o Financials Consultant
Introduction to Sage X3 for Partners MX3 Bootcamp Bundle Advanced Common Tools
2.5 hours| eLearning 32.5 hours| VILT o Distribution Consultant
MX3 Bootcamp: Core Technical
Getting Started with Sage X3 40 hours | VILT o Customer Service
Advanced Distribution
1.5 hours| eLearning 36 hours | VILT o Manufacturing Consultant
MX3 Bootcamp: Core Financials
40 hours | VILT o Project Management (Job
Getting Started - Common Data
1 hour | eLearning MX3 Bootcamp: Core Distribution Costing) Consultant
40 hours | VILT o Technical Consultant
Getting Started with the Cloud
1 hour | eLearning MX3 Bootcamp: Configuring a Solution o Certified Developer
40 hours | VILT
o Certified Integration

Additional Learning Developer


Expert Curriculum Certification
o Reporting: SEI
Expert Distribution Understanding and Creating Workflows Study Guide
32.5 hours| VILT 8 hours | VILT Document o Reporting: Other

Sample Exam COURSES


1 hour
COURSE SCHEDULE
Distribution Consultant Exam YOUR SAGE U PROFILE
3 hours

11 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Customer Service o Pre-Sales Consultant
Get Started Core Curriculum Advanced Learning Certification
o Project Manager

o Financials Consultant
Getting Started with Sage X3 Managing Leads and Prospects N/A N/A
1.5 hours| eLearning 5 hours | VILT o Distribution Consultant

o Customer Service
Getting Started - Common Data Managing After-Sales Services
1 hour | eLearning 5 hours | VILT o Manufacturing Consultant

o Project Management (Job


Getting Started with the Cloud
1 hour | eLearning Costing) Consultant

o Technical Consultant

o Certified Developer

o Certified Integration

Developer

o Reporting: SEI

o Reporting: Other

COURSES

COURSE SCHEDULE

YOUR SAGE U PROFILE

12 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Manufacturing Consultant o Pre-Sales Consultant
Get Started Core Curriculum Advanced Learning o Project Manager

o Financials Consultant
Introduction to Sage X3 for Partners MX3 Bootcamp Bundle Advanced Common Tools
2.5 hours| eLearning 32.5 hours| VILT o Distribution Consultant
MX3 Bootcamp: Core Technical
Getting Started with Sage X3 40 hours | VILT o Customer Service
Advanced Manufacturing
1.5 hours| eLearning 32.5 hours| VILT o Manufacturing Consultant
MX3 Bootcamp: Core Distribution
40 hours | VILT o Project Management (Job
Getting Started - Common Data
1 hour | eLearning MX3 Bootcamp: Core Manufacturing Costing) Consultant
40 hours | VILT
Getting Started with the Cloud o Technical Consultant
1 hour | eLearning o Certified Developer

Expert Curriculum Additional Learning Certification o Certified Integration

Developer
Expert Manufacturing Manufacturing Configurator Study Guide
o Reporting: SEI
32.5 hours| VILT 5 hours | VILT Document
o Reporting: Other
Sample Exam
Understanding and Creating Workflows COURSES
1 hour
8 hours | VILT
Manufacturing Consultant Exam COURSE SCHEDULE

Non-conformance Management 3 hours


YOUR SAGE U PROFILE
2 hours | eLearning

Introduction to Sage X3 Warehousing


30 min | eLearning

Using the Solution: Sage X3 Warehousing


2+ hours | eLearning

13 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Project Management (Job Costing) Consultant o Pre-Sales Consultant

Get Started Core Curriculum Advanced Learning Certification o Project Manager

o Financials Consultant
Getting Started with Sage X3 Using the Solution: Project N/A N/A
Management o Distribution Consultant
1.5 hours| eLearning
1.5 hours| eLearning o Customer Service
Getting Started - Common Data
o Manufacturing Consultant
1 hour | eLearning Project Management Fundamentals
18 hours | VILT o Project Management (Job
Getting Started with the Cloud
Costing) Consultant
1 hour | eLearning
o Technical Consultant

o Certified Developer

o Certified Integration

Developer

o Reporting: SEI

o Reporting: Other

COURSES

COURSE SCHEDULE

YOUR SAGE U PROFILE

14 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant

Technical Consultant o Pre-Sales Consultant

Get Started Core Curriculum Advanced Learning o Project Manager

o Financials Consultant
Introduction to Sage X3 for Partners MX3 Bootcamp Bundle Advanced Common Tools
2.5 hours| eLearning 32.5 hours| VILT o Distribution Consultant
MX3 Bootcamp: Core Technical
Getting Started with Sage X3 40 hours | VILT o Customer Service
Advanced Technical
1.5 hours| eLearning 36 hours | VILT o Manufacturing Consultant

o Project Management (Job


Getting Started - Common Data
1 hour | eLearning Costing) Consultant

Getting Started with the Cloud o Technical Consultant

1 hour | eLearning o Certified Developer

Expert Curriculum Additional Learning Certification o Certified Integration

Developer
Expert Architecture Understanding and Creating Workflows Study Guide
32.5 hours| VILT Document o Reporting: SEI
8 hours | VILT
Sample Exam o Reporting: Other
Introduction to Requesters/Queries 1 hour COURSES
10 hours | VILT
Technical Consultant Exam COURSE SCHEDULE
3 hours
Upgrading from v6 to v12 YOUR SAGE U PROFILE
15 hours | VILT

15 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Certified Developer o Pre-Sales Consultant
Get Started Core Curriculum Advanced Learning o Project Manager

o Financials Consultant
Getting Started with Sage X3 MX3 Bootcamp: Core Technical Advanced Common Tools
1.5 hours| eLearning 40 hours | VILT 32.5 hours| VILT o Distribution Consultant

Developer Basics o Customer Service


Getting Started - Common Data
25 hours | VILT
1 hour | eLearning o Manufacturing Consultant

o Project Management (Job


Getting Started with the Cloud
1 hour | eLearning Costing) Consultant

o Technical Consultant

o Certified Developer

o Certified Integration

Expert Curriculum Additional Learning Certification Developer

o Reporting: SEI
Expert Developer N/A Study Guide
32.5 hours| VILT Document o Reporting: Other

COURSES
Sample Exam
1 hour COURSE SCHEDULE

Certified Developer Exam YOUR SAGE U PROFILE


3 hours

16 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Certified Integration Developer o Pre-Sales Consultant
Get Started Core Curriculum Advanced Learning o Project Manager

o Financials Consultant
Getting Started with Sage X3 MX3 Bootcamp: Core Technical Advanced Common Tools
1.5 hours| eLearning 40 hours | VILT 32.5 hours| VILT o Distribution Consultant

Developer Basics Web Services o Customer Service


Getting Started - Common Data
25 hours | VILT 15 hours | VILT
1 hour | eLearning o Manufacturing Consultant

o Project Management (Job


Getting Started with the Cloud
1 hour | eLearning Costing) Consultant

o Technical Consultant

Expert Curriculum Additional Learning Certification o Certified Developer

o Certified Integration
Expert Developer N/A Study Guide
Developer
32.5 hours| VILT Document
o Reporting: SEI
Sample Exam
1 hour o Reporting: Other

COURSES
Certified Integration Professional Exam
4+ hours COURSE SCHEDULE

YOUR SAGE U PROFILE

17 | Sage X3 Partner Learning Curriculum


Sage X3 Learning Paths
The Sage Partner Program makes it easy to get the knowledge you need to increase your success. Follow these simple learning paths to gain new Sage X3
skills, grow your revenues, and provide winning Partner experiences. Click the course name for details. LEARNING PATHS
o Sales Consultant
Reporting and Analytics: Sage Enterprise Intelligence o Pre-Sales Consultant
Get Started Core Curriculum Advanced Learning Certification o Project Manager

o Financials Consultant
Getting Started with Sage X3 Getting Started with the Basics SEI Installing and Configuring N/A
1.5 hours| eLearning 5 hours | VILT 6 hours | VILT o Distribution Consultant

Using the SEI Add in for Excel Administration & Security o Customer Service
Getting Started - Common Data
5 hours | VILT 5 hours | VILT o Manufacturing Consultant
1 hour | eLearning
Report Designer o Project Management (Job
Getting Started with the Cloud 4 hours | VILT
1 hour | eLearning Costing) Consultant
Formatting, Filtering and Sorting o Technical Consultant
3.5 hours| VILT
o Certified Developer

o Certified Integration
Reporting and Analytics: Other Developer
Get Started Core Curriculum Advanced Learning Certification o Reporting: SEI

o Reporting: Other
Getting Started with Sage X3 Crystal Reports Basics N/A N/A
1.5 hours| eLearning 10 hours | VILT COURSES

COURSE SCHEDULE
Getting Started - Common Data
1 hour | eLearning YOUR SAGE U PROFILE

Getting Started with the Cloud


1 hour | eLearning

18 | Sage X3 Partner Learning Curriculum


Sage X3 Getting Started Courses
Once you have created a Sage University profile, you can register for the Getting Started eLearning courses that will provide you with a
LEARNING PATHS
valuable overview of Sage X3 and functional areas within the program. Click the course name to register.
COURSES
Introduction to Sage X3 for Partners Getting Started – Common Data • Getting Started
1 hour
2.5 hours • Core Curriculum

This introductory eLearning course is ideal for Sage partners who are new In this course you will learn the common data and records that are foundations to • Advanced Curriculum
to Sage X3. The goal of this course is to provide an overview of the Sage the entire Sage X3 program. Start with setting up a new company, understanding
X3 solution. how multi-legislation configuration and basic transaction process flow, then • Expert Curriculum
understand the financial setup and common records in your solution.
• SEI
The topics in this course include:
• Promoting the strengths of Sage X3 ​ The topics in this course include: • Additional Learning
• Evaluate the competitive advantages​ of Sage X3 • How to create a company and site and understanding key financial concepts
COURSE SCHEDULE
• Recognize the solution capabilities​ of Sage X3 • Understanding legislation concepts & managing mono and multi-legislations
• Examine the key differences, advantages and requirements for cloud • Understanding the impact of legislations on the organizational structure YOUR SAGE U PROFILE
vs. on-premise ​ • Understanding parameter values
• Explain the various Sage X3 deployment options and customization • Working with entry transactions
capabilities. ​ • How to define BPs, Partners, and Suppliers
• And, Explore the potential business outcomes to organizations using • How to Create Products
Sage X3. • Understanding the Sale Process

Getting Started with Sage X3 Getting Started with the Cloud


1.5 hours 1 hour

This learning package will introduce you to Sage X3 including how to access, This learning package will introduce you to the architecture and
an overview of the architecture, and file structure. You will also become overview/benefits of Sage X3 Cloud including the differences between
familiar with common navigational pages and features. using On-premise and Cloud.

The topics in this course include: The topics in this course include:
• Introduction and product overview • How to sign into the Cloud
• Understanding the Architecture, solutions, and folders • How to set up users
• How to log in and use common navigation features • Understand Customer Admin account privileges
• How to use on-line help • Set up printers
• How to navigate classic pages • Set up email workflows
• How to use list, views and edit pages • Work with Crystal reports
19 | Sage X3 Partner Learning Curriculum • Work with data security/backup
Sage X3: Core Curriculum
Welcome to the Core Sales & Pre-Sales Core Requirements LEARNING PATHS

COURSES
Sales Boot Camp • Getting Started

32 hours, English only • Core Curriculum

Objectives Who should attend? o Core Sales and Pres-

The Sage X3 Sales Bootcamp is highly interactive and designed to equip • Sales Managers Sales
attendees with the skills and knowledge to effectively position the Sage
• Field and Inside Salespeople o Core Project Manager
X3 solution with a customer. We do that by understanding the key
components of the Sage X3 proposition and applying that through • Pre-Sales Engineers Workshop
understanding the Buyers Mindset. The Buyers Mindset is a model of
o Core Technical
the stages a customer moves through in arriving at a decision to buy. It
helps explain why different people appear to be at different stages of Program Guide o Core Financials
readiness to commit to a purchase and why different strategies are View the Sage X3 Sales Brochure for more information on prerequisites o Core Distribution
necessary to facilitate movement with different customers. and what you will learn during this training.
o Core Manufacturing

o Configuring the Solution-

Implementation Workshop

Understanding the Pre-Sales Process o Developer Basics

2.5 hours • Advanced Curriculum

• Expert Curriculum
This interactive learning course will help you understand your role on the
team by guiding you through an introduction to the sales engagement • SEI
process. This includes working with discovery documents, personalizing the
• Additional Learning
demo, presentation tips and tricks, and last, how to wrap up after the
demonstration. COURSE SCHEDULE

YOUR SAGE U PROFILE

20 | Sage X3 Partner Learning Curriculum


Sage X3: Core Curriculum
Welcome to the Core Project Manager Workshop LEARNING PATHS

36 hours, English only COURSES

• Getting Started
Objectives Who should attend?
This interactive course provides delegates with a thorough • Core Curriculum
Are you responsible for developing and managing project plans for
understanding of the expectations of a Project Manager. Sage X3 customer implementations? This 5-day interactive workshop o Core Sales and Pres-
will guide project managers through the best practice and processes
Attendees will learn and practice the Sage Implementation Sales
for successful planning of key activities and resources, working with
Methodology across the full project lifecycle preparing them for their customers from kick-off to go-live, understanding the STREAM o Core Project Manager
role. methodology approach, and what to avoid that can be potential Workshop
hazards along the way. This course is offered as part of the Mastering
Delegates will gain a clear understanding of how to set client Sage X3 Bootcamp program. o Core Technical
expectations and become familiar with the tools and documentation
o Core Financials
used.
o Core Distribution
Program Guide
View the Sage MX3 Consultant Bootcamp Core Program Guide for more o Core Manufacturing
Certifications related to this course:
information on prerequisites and what you will learn during this training. o Configuring the Solution-
• Sage STREAM Project Manager
Implementation Workshop

o Developer Basics

• Advanced Curriculum

• Expert Curriculum

• SEI

• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

21 | Sage X3 Partner Learning Curriculum


Sage X3: Core Curriculum
Welcome to MX3 Bootcamp: Core Technical Course LEARNING PATHS

40 hours, English only COURSES

• Getting Started
Objectives Who should attend?
This interactive course will enable delegates to learn how to • Core Curriculum
Consultants who are responsible for pre-sales engineering and
successfully install Sage X3 including system hardware and server implementing and supporting the Sage X3 solution for customers. You will o Core Sales and Pres-
considerations. have multiple opportunities throughout the training to interact with the
instructor and gain valuable hands-on experience working with the Sales
program.
Delegates will learn the System Administrator functions, concepts, o Core Project Manager
tools and functions common to all Sage X3 modules.
Workshop
Program Guide o Core Technical
Once the course is completed you will be able to install Sage X3 and
View the Sage MX3 Consultant Bootcamp Core Program Guide for more
patch the application, configure basic security, create/edit navigation o Core Financials
information on prerequisites and what you will learn during this training.
and landing pages, create custom queries and process flows, and
configure the basic technical settings of the application. o Core Distribution

o Core Manufacturing
Attending multiple weeks?
o Configuring the Solution-
Special bundled pricing is available!
Certifications related to this course: Implementation Workshop
Sageu.com/MX3Bootcamp
• Sage X3 Certified Financial Consultant o Developer Basics

• Sage X3 Certified Distribution Consultant • Advanced Curriculum

• Sage X3 Certified Manufacturing Consultant • Expert Curriculum

• Sage X3 Certified Technical Consultant • SEI

• Sage X3 Certified Developer • Additional Learning

• Sage X3 Certified Integration Developer COURSE SCHEDULE

YOUR SAGE U PROFILE

22 | Sage X3 Partner Learning Curriculum


Sage X3: Core Curriculum
Welcome to MX3 Bootcamp: Core Financials Course LEARNING PATHS

40 hours, English only COURSES

• Getting Started
Objectives Who should attend?
In this interactive course delegates will learn how to get started with Consultants who are responsible for implementing and supporting the • Core Curriculum
the financial functionality of Sage X3 by setting up a new company Financials solution for Sage X3 for customers. You will have multiple o Core Sales and Pres-
based on a defined case study. opportunities throughout the training to interact with the instructor and
gain valuable hands-on experience working with the program. Sales
Delegates are required to complete 8 ½ hours of eLearning courses o Core Project Manager
that provide you with the necessary information to understand key
functions for Financials as well as the skills necessary to complete the
Program Guide Workshop

case study labs in the VILT training. The required pre-work is View the Sage MX3 Consultant Bootcamp Core Program Guide for more o Core Technical
automatically added to your transcript in Sage YOUR SAGE U upon information on prerequisites and what you will learn during this training.
o Core Financials
successful registration.
o Core Distribution
Throughout this training, you will learn the general ledger account o Core Manufacturing
structure and transactions, an overview of common accounts Attending multiple weeks?
o Configuring the Solution-
receivable and payable processes, and basics of financial reporting Special bundled pricing is available!
capabilities. Implementation Workshop
Sageu.com/MX3Bootcamp
o Developer Basics
Upon completion of the class, additional post-work eLearning will be
added to your transcript to complete the Core Financials course. By the • Advanced Curriculum
end of the course you will be able to set up an out of the box client
• Expert Curriculum
account system and undertake customization.
• SEI

Certifications related to this course: • Additional Learning

• Sage X3 Certified Financial Consultant COURSE SCHEDULE

YOUR SAGE U PROFILE

23 | Sage X3 Partner Learning Curriculum


Sage X3: Core Curriculum
Welcome to MX3 Bootcamp: Core Distribution Course LEARNING PATHS

40 hours , English only COURSES

• Getting Started
Objectives Who should attend?
In this interactive course you will learn common set up and transactions Consultants who are responsible for implementing and supporting the • Core Curriculum
of the stock management, purchasing, and sales processes in Sage X3. Distribution solution for Sage X3 for customers. You will have multiple o Core Sales and Pres-
opportunities throughout the training to interact with the instructor and gain
valuable hands-on experience working with the program. Sales
You will learn how to set up stock and manage inventory, customer
transactions for sales and supplier purchasing. This will include price set o Core Project Manager
up, ordering, delivery, invoicing, and any miscellaneous transactions Program Guide Workshop
associated with stock management. View the Sage MX3 Consultant Bootcamp Core Program Guide for more
o Core Technical
information on prerequisites and what you will learn during this training.
By the end of the week you will be able to run your warehouses,
o Core Financials
purchasing and sale of stock from suppliers and to customers.
o Core Distribution

Attending multiple weeks? o Core Manufacturing


Certifications related to this course: Special bundled pricing is available! o Configuring the Solution-

• Sage X3 Certified Distribution Consultant Sageu.com/MX3Bootcamp Implementation Workshop

• Sage X3 Certified Manufacturing Consultant o Developer Basics

• Advanced Curriculum

• Expert Curriculum

• SEI

• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

24 | Sage X3 Partner Learning Curriculum


Sage X3: Core Curriculum
Welcome to MX3 Bootcamp: Core Manufacturing Course LEARNING PATHS

39 hours, English only COURSES

• Getting Started
Objectives Who should attend?
This interactive course is designed for the consultant responsible for • Core Curriculum
Consultants who are responsible for implementing and supporting
implementing and configuring the Manufacturing solution for Sage X3. the Manufacturing solution for Sage X3 for customers. You will have o Core Sales and Pres-
multiple opportunities throughout the training to interact with the Sales
The course has three main areas of learning: Basics, Beyond the Basics, instructor and gain valuable hands-on experience working with the
and an Interactive Workshop. You will have multiple opportunities program. o Core Project Manager
throughout the training to interact with the instructor and gain
Workshop
valuable hands-on experience working with the program by completing
various activities and labs. o Core Technical
Program Guide
View the Sage MX3 Consultant Bootcamp Core Program Guide for o Core Financials
This course must be completed prior to attending the Advanced
more information on prerequisites and what you will learn during this o Core Distribution
Manufacturing course.
training.
o Core Manufacturing

o Configuring the Solution-


Certifications related to this course:
Implementation Workshop
• Sage X3 Certified Manufacturing Consultant Attending multiple weeks?
o Developer Basics
Special bundled pricing is available!
• Advanced Curriculum
Sageu.com/MX3Bootcamp
• Expert Curriculum

• SEI

• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

25 | Sage X3 Partner Learning Curriculum


Sage X3: Core Curriculum
Welcome to MX3 Bootcamp: Configuring the Solution – LEARNING PATHS

Implementation Workshop COURSES

• Getting Started
40 hours, English only • Core Curriculum

Objectives Who should attend? o Core Sales and Pres-

This interactive workshop will provide hands-on experience for Project Managers and Implementation consultants (Financials, Sales
implementing and configuring the Sage X3 system. Distribution, Manufacturing and Technical) responsible for managing
and implementing the Sage X3 solution for a customer. o Core Project Manager

Using actual customer implementation scenarios, you will work within Workshop
a project team to review and make decisions to best configure the
Program Guide o Core Technical
system and meet the needs of your client. There are assigned tasks and
View the Sage MX3 Consultant Bootcamp Core Program Guide for o Core Financials
discussion points with the instructor and other attendees, to share
more information on prerequisites and what you will learn during this
approaches and outcomes. o Core Distribution
training.
o Core Manufacturing
During the week delegates gain confidence and proficiency having
worked through real life examples with your peers and being provided o Configuring the Solution-
with best practice advice and support.
Implementation Workshop

The workshop serves to reinforce prior learning and to introduce the o Developer Basics
implementation process. By the end of the course delegates can • Advanced Curriculum
describe the basic stages of Sage X3 implementation.
• Expert Curriculum

• SEI
Certifications related to this course:
• Additional Learning
• Sage X3 Certified Financials Consultant
COURSE SCHEDULE
• Sage X3 Certified Distribution Consultant
YOUR SAGE U PROFILE

26 | Sage X3 Partner Learning Curriculum


Sage X3: Core Curriculum
Welcome to the Developer Basics Course LEARNING PATHS

Two 4-hour sessions COURSES

• Getting Started
Objectives Course Value
In this interactive course, you will learn how to use the development After completing the course, you will be able to: • Core Curriculum
tools in Sage X3 including how to create your own windows, screens, • Configure the Domain Management application o Core Sales and Pres-
objects, and functions, modify existing processes, and use the Eclipse
editor to write and debug code. • Understand the Sage X3 language including integers, strings, arrays, Sales
trace files, and boxes,
o Core Project Manager
Who should attend? • Design tables, screens, and windows
Workshop
Consultants who are responsible for installing and supporting Sage X3 • Use events and actions
o Core Technical
and developers creating customizations for the Sage X3 solution. • Debug and optimize Sage X3 code
o Core Financials
• Use import templates
Recommended Prerequisites o Core Distribution
• Develop advanced functions
To complete the Sage X3 course and associated Certification, you
o Core Manufacturing
should:
o Configuring the Solution-
• Review the Sage X3 – Getting Started with Sage X3 and Sage X3 –
Implementation Workshop
Getting Started: Using the Solution – Common Data eLearning
courses o Developer Basics
• Attend the Sage X3 – Common Tools course • Advanced Curriculum
• Attend the Sage X3 – System Administrator course
• Expert Curriculum

• SEI
Certifications related to this course:
• Additional Learning
• Sage X3 Certified Developer
COURSE SCHEDULE
• Sage X3 Certified Integration Developer
YOUR SAGE U PROFILE

27 | Sage X3 Partner Learning Curriculum


Sage X3: Advanced Curriculum
Welcome to the Advanced Common Tools Course LEARNING PATHS

COURSES
32.5 hours, English only
• Getting Started
Objectives Who should attend?
• Core Curriculum
This interactive course is focused on building upon the core concepts, Consultants who plan to install Sage X3, implement and support
tools and functions which are common to all Sage X3 modules. This is a customers, and Developers planning to develop an integration with • Advanced Curriculum
fundamental class expanding your foundation of knowledge prior to Sage X3.
o Advanced Common Tools
embarking upon specialist learning topics.
o Advanced Financials
During this class, you will strengthen your common tools experience Program Guide
o Advanced Distribution
and enhance your knowledge. You will be able to use and apply View the Sage MX3 Consultant Bootcamp Advanced Program Guide for
formulae in real life scenarios and manage the needs of your more information on prerequisites and what you will learn during this o Advanced Manufacturing
customers using queries and statistics. training.
o Advanced Technical

o Web Services
As you gain confidence in the tools and advanced settings available, the
landing pages you create will become more meaningful for your • Expert Curriculum
customers.
• SEI

• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

28 | Sage X3 Partner Learning Curriculum


Sage X3: Advanced Curriculum
Welcome to Advanced Financials LEARNING PATHS

COURSES
36 hours, English only
• Getting Started
Objectives Who should attend?
• Core Curriculum
This interactive workshop will provide hands-on experience for Consultants who plan to install Sage X3, implement and support
implementing and configuring the Sage X3 system. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
o Advanced Common Tools
Using actual customer implementation scenarios, you will review
specific Finance topics that you'll configure on most project o Advanced Financials
implementations. This workshop is very interactive with assigned tasks Program Guide
o Advanced Distribution
and discussion points with the instructor and other attendees, to share View the Sage MX3 Consultant Bootcamp Advanced Program Guide for
approaches and outcomes. more information on prerequisites and what you will learn during this o Advanced Manufacturing
. training. o Advanced Technical
Certifications related to this course: o Web Services
• Sage X3 Certified Financial Consultant • Expert Curriculum

• SEI

• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

29 | Sage X3 Partner Learning Curriculum


Sage X3: Advanced Curriculum
Welcome to Advanced Distribution LEARNING PATHS

COURSES
36 hours, English only
• Getting Started
Objectives Who should attend?
This interactive workshop will provide hands-on experience for • Core Curriculum
Consultants who plan to install Sage X3, implement and support
implementing and configuring the Sage X3 system. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
Using actual customer implementation scenarios, you will review o Advanced Common Tools
specific Distribution topics you'll configure in most implementations.
o Advanced Financials
Program Guide
o Advanced Distribution
View the Sage MX3 Consultant Bootcamp Advanced Program Guide for
more information on prerequisites and what you will learn during this o Advanced Manufacturing
Certifications related to this course:
training.
o Advanced Technical
• Sage X3 Certified Distribution Consultant
o Web Services

• Expert Curriculum

• SEI

• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

30 | Sage X3 Partner Learning Curriculum


Sage X3: Advanced Curriculum
Welcome to Advanced Manufacturing LEARNING PATHS

COURSES
32.5 hours, English only
• Getting Started
Objectives Who should attend?
This interactive workshop will provide hands-on experience for Consultants who plan to install Sage X3, implement and support • Core Curriculum
implementing and configuring the Sage X3 system. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
o Advanced Common Tools
You will master different Manufacturing functions, plan the production
and understand the real cost of your production. You will learn handy o Advanced Financials
tips and tricks through a variety of hands-on exercises. Program Guide
o Advanced Distribution
View the Sage MX3 Consultant Bootcamp Advanced Program Guide for
more information on prerequisites and what you will learn during this o Advanced Manufacturing
Certifications related to this course: training.
o Advanced Technical

• Sage X3 Certified Manufacturing Consultant o Web Services

• Expert Curriculum

• SEI

• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

31 | Sage X3 Partner Learning Curriculum


Sage X3: Advanced Curriculum
Welcome to Advanced Technical LEARNING PATHS

COURSES
36 hours, English only
• Getting Started
Objectives Who should attend?
• Core Curriculum
In this interactive workshop you will learn to use Sage X3 Development Consultants who plan to install Sage X3, implement and support
framework. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
o Advanced Common Tools
You will master the parameterization tools for the settings on the UI,
screen windows and objects. You will learn the difference between o Advanced Financials
classic, Syracuse and hybrid pages. Program Guide
o Advanced Distribution
View the Sage MX3 Consultant Bootcamp Advanced Program Guide for
You will be able to use different generic scripts to get time in your more information on prerequisites and what you will learn during this o Advanced Manufacturing
development, you will learn different tips and tricks, and discover some training.
o Advanced Technical
practical tips regarding import export engine.
o Web Services

Certifications related to this course: • Expert Curriculum

• Sage X3 Certified Technical Consultant • SEI

• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

32 | Sage X3 Partner Learning Curriculum


Sage X3: Advanced Curriculum
Welcome to the Web Services Course LEARNING PATHS

COURSES
15 hours, English only
• Getting Started
Objectives Course Value
• Core Curriculum
In this interactive course, you will learn the from beginning to end how After completing the course, you will be able to:
to set up and integrate web services between Sage X3 and your • Understand what web services are and how to link to them in a • Advanced Curriculum
application. You will learn what web services are and the best practices Sage X3 solution o Advanced Common Tools
and limitations of implementing web services.
• Understand web services architecture and how the web server o Advanced Financials
publishes web services and processes a request
Who should attend? o Advanced Distribution
• Set up web services in the SAFE X3 management console
Developer Professionals wanting to expand their Sage X3 developer o Advanced Manufacturing
capabilities by utilizing web services to create an integration between • Set up connection pools for managing waiting queues for web
service requests o Advanced Technical
Sage X3 and another application.
• Publish subprograms and objects such as sales orders and products o Web Services
Recommended Prerequisites in order to make them accessible to external applications through • Expert Curriculum
To complete the Sage X3 course and associated certification, you the Internet
should: • SEI
• Understand how to define a project team for developing the
• Review the Sage X3 – Getting Started: Introduction to Sage X3 and integration including estimating workloads, third party application • Additional Learning
Sage X3 – Getting Started: Using the Solution – Common Data development, unit testing, and final development
COURSE SCHEDULE
eLearning courses • Understand tips and best practices for testing and troubleshooting
the integration YOUR SAGE U PROFILE
• Attend the Sage X3 – Common Tools course
• Attend the Sage X3 – System Administrator course
• Attend the Sage X3 – Developer Basics course

Certifications related to this course:


• Sage X3 Certified Integration Developer

33 | Sage X3 Partner Learning Curriculum


Sage X3: Expert Curriculum
Welcome to Expert Financials LEARNING PATHS

COURSES
32.5 hours, English only
• Getting Started
Objectives Who should attend?
• Core Curriculum
This interactive workshop will provide hands-on experience for Consultants who plan to install Sage X3, implement and support
implementing and configuring the Sage X3 system. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
• Expert Curriculum
Using actual customer implementation scenarios, you will review
specific Finance topics that you will configure on multi-site project o Financials
implementations. This workshop is very interactive with assigned tasks Program Guide
o Distribution
and discussion points with the instructor and other attendees, to share View the Sage MX3 Consultant Bootcamp Expert Program Guide for
approaches and outcomes. more information on prerequisites and what you will learn during this o Manufacturing
training.
o Architecture

o Developer
Certifications related to this course:
• SEI
• Sage X3 Certified Financial Consultant
• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

34 | Sage X3 Partner Learning Curriculum


Sage X3: Expert Curriculum
Welcome to Expert Distribution LEARNING PATHS

COURSES
32.5 hours, English only
• Getting Started
Objectives Who should attend?
• Core Curriculum
This interactive workshop will provide hands-on experience for Consultants who plan to install Sage X3, implement and support
implementing and configuring the Sage X3 system. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
• Expert Curriculum
Using actual customer implementation scenarios, you will review
specific Distribution topics you'll configure in most implementations. o Financials
In this course you will learn how to manage and calculate the full cost Program Guide
o Distribution
of a product within various situations, learn tips and tricks regarding View the Sage MX3 Consultant Bootcamp Expert Program Guide for
price management and discover how implement after-sales support. more information on prerequisites and what you will learn during this o Manufacturing
training.
o Architecture

o Developer
Certifications related to this course:
• SEI
• Sage X3 Certified Distribution Consultant
• Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

35 | Sage X3 Partner Learning Curriculum


Sage X3: Expert Curriculum
Welcome to Expert Manufacturing LEARNING PATHS

COURSES
32.5 hours, English only
• Getting Started
Objectives Who should attend?
• Core Curriculum
This interactive workshop will provide hands-on experience for Consultants who plan to install Sage X3, implement and support
implementing and configuring the Sage X3 system. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
• Expert Curriculum
Using actual customer implementation scenarios, you will review
specific Manufacturing topics that you will configure in most o Financials
implementations. In this Expert course you will increase your Program Guide
o Distribution
understanding of PJM positioning and structure. Delegates will go View the Sage MX3 Consultant Bootcamp Expert Program Guide for
through the Project Job Management functions and gain first-hand more information on prerequisites and what you will learn during this o Manufacturing
experience of PJM implementation based on a real user case. training. o Architecture

o Developer

Certifications related to this course: • SEI

• Sage X3 Certified Manufacturing Consultant • Additional Learning

COURSE SCHEDULE

YOUR SAGE U PROFILE

36 | Sage X3 Partner Learning Curriculum


Sage X3: Expert Curriculum
Welcome to Expert Architecture LEARNING PATHS

COURSES
32.5 hours, English only
• Getting Started
Objectives Who should attend?
• Core Curriculum
This interactive workshop will provide hands-on experience for Consultants who plan to install Sage X3, implement and support
implementing and configuring the Sage X3 system. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
• Expert Curriculum
Using actual customer implementation scenarios, you will review
specific Architecture implementation scenarios that you will configure o Financials
in most implementations. Program Guide
o Distribution
View the Sage MX3 Consultant Bootcamp Expert Program Guide for
Attendees will work on several installation cases, single-tier, multi-tier, more information on prerequisites and what you will learn during this o Manufacturing
single-runtime, multi-runtime, single-Syracuse, multi-Syracuse and training. o Architecture
clustered MongoDB Delegates will be able to build scalable and reliable
o Developer
Sage X3 environments and at the end will have a better knowledge of
MongoD. • SEI

• Additional Learning
Certifications related to this course:
COURSE SCHEDULE
• Sage X3 Certified Technical Consultant
YOUR SAGE U PROFILE

37 | Sage X3 Partner Learning Curriculum


Sage X3: Expert Curriculum
Welcome to Expert Developer LEARNING PATHS

COURSES
32.5 hours, English only
• Getting Started
Objectives Who should attend?
In this interactive workshop you will learn to use Sage X3 Development Consultants who plan to install Sage X3, implement and support • Core Curriculum

framework. customers, and Developers planning to develop an integration with • Advanced Curriculum
Sage X3.
• Expert Curriculum
Delegates will develop scripts to handle all rules and events within the
different Sage X3 technology and gain the necessary experience to o Financials
implement hybrid pages This interactive workshop will provide hands- Program Guide
o Distribution
on experience for implementing Web services and learning 4GL best View the Sage MX3 Consultant Bootcamp Expert Program Guide for
practices. more information on prerequisites and what you will learn during this o Manufacturing
training.
o Architecture
You will find out more about how to invoke SOAP X3 Web Services
from a PHP portal, the Architecture of a Web Service and discover the o Developer

Web Service (REST). • SEI

• Additional Learning
Certifications related to this course: COURSE SCHEDULE
• Sage X3 Certified Developer YOUR SAGE U PROFILE
• Sage X3 Certified Integration Developer

38 | Sage X3 Partner Learning Curriculum


Sage Enterprise Intelligence Courses
Welcome to our library of Sage Enterprise Intelligence (SEI) for Sage X3 training courses. Attend these courses to build your skills with
LEARNING PATHS
webinars and training on specific Sage Enterprise Intelligence for Sage X3 features and functionality:
COURSES

SEI - Getting Started with the Basics SEI - Formatting, Filtering, and Sorting • Getting Started

5 hours 3.5 hours • Core Curriculum

Attend this webinar to learn about the Sage Enterprise Intelligence Attend this webinar to learn how to customize data views in Sage Enterprise • Advanced Curriculum
report and analysis tool. This course provides a high-level overview and Intelligence (SEI). You will learn how to format columns in a view and
• Expert Curriculum
advanced techniques for filtering, customizing fields, and creating rules based
will help you quickly get started using the basic functions and features.
on certain conditions for more efficient and tailored views of your data. • SEI

SEI - Using the SEI Add in for Excel • Additional Learning

SEI - Administration and Security COURSE SCHEDULE


5 hours
YOUR SAGE U PROFILE
5 hours
Attend this webinar to learn about the Sage Enterprise Intelligence
(SEI) Addin for Excel. This addin allows you to access real-time Attend this webinar to ensure business processes run smoothly and securely
information within Excel from your ERP database. on your Sage Enterprise Intelligence (SEI) system. This includes determining
what can be viewed, deleted, or modified by all users on the system. You
SEI - Report Designer will also learn how to set up the business processes used by other users of
the system and set up distribution reports.
4 hours

Attend this webinar to learn how to create and customize dynamic


operational and financial reports using the Report Designer in Sage
Enterprise Intelligence. This includes accessing existing reports and
creating new reports, importin SEI worksheets into reports, and
customizing reports to meet a company’s specific needs.

39 | Sage X3 Partner Learning Curriculum


Additional Financial Courses
Welcome to our library of Sage X3 learning opportunities. Attend these courses to build your skills with webinars and training on specific
LEARNING PATHS
Sage X3 features and functionality:
COURSES

Automatic Journals Fixed Assets • Getting Started

4 hours 5 hours • Core Curriculum

Attend this webinar to learn the structure of and how to configure and Attend this webinar to learn about Sage X3 Fixed Assets. You will be • Advanced Curriculum
use Auto Journals. You will learn best practices for customizing to your introduced to Fixed Assets including information on the setup requirements, • Expert Curriculum
needs, including using accounting codes. Also covered are the most used functions and features, and how to add and manage asset records and
auto journals you may want to consider implementing in Sage X3. • SEI
calculate depreciation.
• Additional Learning
Operating Budgets
Understanding and Creating Workflows o Financial Courses
5 hours
o Customer Svc Courses
8 hours
Attend this webinar about operating budgets in Sage X3 including o Operational Courses
how to create a budget structure, activate and approve the workflow, Attend this webinar to find out how you can use the workflow feature to
manage by product, envelope, year and lines, and finally view key improve efficiency and manage data within Sage X3. You will learn how to o Reporting Courses
inquiries and reports related to operating budgets. define parameters that impact workflow functionality, create simple
o Implementation Courses
workflows using Notifications, create advanced workflows using Workflow
Rules containing Signature events, actions, and advanced receipt selections, COURSE SCHEDULE
and use the Workflow monitor to view events triggered by a workflow. YOUR SAGE U PROFILE

40 | Sage X3 Partner Learning Curriculum


Additional Customer Service Courses
Welcome to our library of Sage X3 learning opportunities. Attend these courses to build your skills with webinars and training on specific
LEARNING PATHS
Sage X3 features and functionality:
COURSES

• Getting Started
Managing Leads and Prospects Managing After-Sales Services
• Core Curriculum
5 hours 5 hours
• Advanced Curriculum
This interactive learning course will teach you to create common This interactive learning course will teach you about the customer support
• Expert Curriculum
data required for managing Leads and Prospects, assign Leads flow as it relates to creating service contracts, warranty vouchers and
and Prospects to the various sales staff according to their sector, requests, call queues and skill groups. This course will also explain how to • SEI
initiate various After-sales flows relating to sales, create manage service requests from a customer including assigning service requests
• Additional Learning
projects, tasks, and calls associated with specific Leads and to specific individuals based on skills, how to record service responses, and
Prospects, and set the parameters linked to the behavior of sales define solutions. o Financial Courses
actions. o Customer Svc Courses

o Operational Courses

o Reporting Courses

o Implementation Courses

COURSE SCHEDULE

YOUR SAGE U PROFILE

41 | Sage X3 Partner Learning Curriculum


Additional Operational Courses
Welcome to our library of Sage X3 learning opportunities. Attend these courses to build your skills with webinars and training on specific
LEARNING PATHS
Sage X3 features and functionality:
COURSES

Using the Solution – Distribution Using the Solution: Sage X3 Manufacturing Configurator • Getting Started
Warehousing
5 hours 5 hours • Core Curriculum
2+ hours
In this interactive course you will learn common Attend this webinar to learn how to use the • Advanced Curriculum
set up and transactions of the stock management, In this interactive learning course, you will learn Configurator module in the manufacturing process. • Expert Curriculum
purchasing, and sales processes in Sage X3 about Sage X3 Warehousing (previously known as This includes usage and methodology, product lines,
including how to set up Partners, suppliers, and GEODE). This learning is made up of two courses options and variants, costing, running scripts, entry • SEI
products, an overview of processes performed in that cover general concepts, the creation and mode, running automatic configurator, and tools • Additional Learning
each area, and how they work together in moving review of basics parameters, and the creation of used in defining the configurator scenario details.
o Financial Courses
stock throughout your distribution solution. common data. You will also learn about the
standard management flows as well as shipment Using the Solution – Project o Customer Svc Courses
Introduction to Sage X3 management and stock management as it relates to Management o Operational Courses
Warehousing Sage X3 Warehousing.
1.5 hours o Reporting Courses

.5 hours Using the Solution – This interactive eLearning course provides you with o Implementation Courses

This interactive eLearning course provides you


Manufacturing an overview of the Project Management module, to COURSE SCHEDULE
understand key concepts, and obtain base
with a high-level overview of Sage X3 YOUR SAGE U PROFILE
5 hours knowledge prior to attending the Project
Warehousing. You will learn about the benefits,
Management Fundamentals course. Learn basics for
architecture, different management workflows, This interactive eLearning course includes multiple
creating projects, managing project tasks and
modules, and the KPIs and Dashboards available. videos teaching you common set up and
budgets, entering time against projects, impact to
transactions of the stock management, purchasing,
financials, and project management integrations.
and sales processes in Sage X3. This will include how
to set up Partners, suppliers, and products, an Non-conformance Management
overview of processes performed in each area, and
how they work together in moving stock throughout 2 hours
your distribution solution.
This interactive eLearning course provides you with
an overview of non-conformance setup
requirements focusing on the Activity Codes, User
and General Parameters, Misc. Tables, Actions and
User Rights, as well as details of the NC process.
42 | Sage X3 Partner Learning Curriculum .
Additional Reporting Courses
Welcome to our library of Sage X3 learning opportunities. Attend these courses to build your skills with webinars and training on specific
LEARNING PATHS
Sage X3 features and functionality:
COURSES
Introduction to Requesters/Queries Crystal Reports Basics • Getting Started
Two 5-hour Two 5-hour
sessions sessions • Core Curriculum

Attend this webinar to learn 3 methods of creating Attend this webinar to learn about custom • Advanced Curriculum
Requesters/Queries. You will learn to create report design using Crystal Reports for Sage
• Expert Curriculum
views, which can be used to increase the speed at X3. In this course, you will learn how to design
which data can be returned from a reports in Crystal Reports and how to add • SEI
requester/query. Additionally, learn about reports to folders and run within Sage X3. • Additional Learning
presentation of data from a requester/query
either on the Landing Page and exporting to a o Financial Courses

Spreadsheet, or Dashboard Views. o Customer Svc Courses

o Operational Courses

o Reporting Courses

o Implementation Courses

COURSE SCHEDULE

YOUR SAGE U PROFILE

43 | Sage X3 Partner Learning Curriculum


Additional Implementation Courses
Welcome to our library of Sage X3 learning opportunities. Attend these courses to build your skills with webinars and training on specific
LEARNING PATHS
Sage X3 features and functionality:
COURSES

Introduction to Fast Start for Partners Upgrading from v6 to v12 • Getting Started

2 hours 15 hours • Core Curriculum


In this learning experience, you will discover information about Sage X3 Attend this webinar to learn to upgrade your Sage X3 customers from v6 to • Advanced Curriculum
Fast Start; an implementation strategy for Sage X3. Information in this v12. This includes understanding the overall upgrade process, how to prepare
course will help you to explain and promote Fast Start to a prospective • Expert Curriculum
the data prior to upgrading, how to copy and upgrade the data to a new
customer, qualify a sales deal, and drive customers towards a successful installation of Sage X3 v12, and important troubleshooting tips learned by our • SEI
implementation. You will also learn about the Fast Start own Sage upgrade experts. You will learn best practice lessons from
• Additional Learning
implementation methodology and concepts, toolkit and setup kit for experienced consultants who have performed multiple upgrades and
Sage X3, and the roles both you as a partner and your customer have to complete an actual v6 to v12 upgrade through the hands-on interactive o Financial Courses
ensure a successful implementation. workshop. o Customer Svc Courses

Project Management Fundamentals o Operational Courses

18 hours o Reporting Courses

This eLearning course covers the project implementation fundamentals o Implementation Courses
and the STREAM implementation methodology used by Sage when COURSE SCHEDULE
implementing Sage products in businesses. The STREAM methodology is
presented and aims to unify the global process used by all Sage YOUR SAGE U PROFILE
Colleagues. You will learn about the stages of a project, project
governance and management, as well as who typical stakeholders are.
BEFORE your purchase or register for this individual course, verify if your
organization has already purchased this subscription. If so, register for
the Sage X3 - STREAM Toolkit Subscription learning package by clicking
here. If you are interested in subscribing, go to
www.sageu.com/STREAM to learn more and register.

*This course is only offered in English


44 | Sage X3 Partner Learning Curriculum
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About Sage
Sage is the market leader for integrated accounting, payroll, and payment systems, supporting the
ambition of the world’s entrepreneurs. Sage began as a small business in the U.K. 30 years ago, and
over 13,000 colleagues now support millions of entrepreneurs across 23 countries as they power the
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real difference through the
philanthropy of the Sage Foundation.
Sage—the market leader for integrated accounting, payroll, and payment systems, supporting the
ambition of the world’s entrepreneurs.
For more information, visit www.sage.com

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