SAGE ERP X3 - NexusAG · NEXUSAG (Pty) Ltd Field Agent Procedures Manual Page | 3 BLU dot IT...

SAGE ERP X3

Field Agent Procedures Manual

Provided to:

NEXUSAG (Pty) Ltd

Prepared by:

Henry Wolmarans

NEXUSAG (Pty) Ltd Field Agent Procedures Manual Page | 2 __________________________________________________________________________________

BLU dot IT Systems

Index

Logging into X3 3

Shortcuts 3

Field Agent Workbench 4

Searching for prices 5

Price change history andeffective from dates 6

Filtering on Price list 7

Stock by site 9

Stock by product 11

Placing a Purchase orders 12

Printing Purchase Orders 15

Adding Stock for Re-warehousing 16

Removing re-warehousing stock 18

Creating Forecasts 20

Forecast by product inquiry 22

Exporting to excel 24


BLU dot IT Systems

Signing in to X3

1) Double click the Nexus X3 icon to go to the X3 web site

2) Enter your User Code and Password

3) Select the green check mark to enter the site

Menu Shortcuts

F4 – Show Right-click menu for selected field

F5 – Refresh / Clear filters

F6 – Screen name and Table name

F9 – Tunnel into selection for selected field

F12 – Quick Select


BLU dot IT Systems

Field Agent Workbench


BLU dot IT Systems

Searching for prices

1) Select Purchasing -> Price list -> Global pricelist Enquiry option to see products and prices.

2) The following screen will appear showing price lists and pricing information.

3) Select and right-click theprice list name field. (Or press F12)

4) Select the Select option

5) A List of all price list linked to your site will presented


BLU dot IT Systems

6) Double click on the required price and the select the button to view all items.

Price change history andeffective from dates.

1) Select a product, then right click on the line. Choose Future Global price history.


BLU dot IT Systems

Filtering the price list screen

1) Select the option to filter by in the criteris window by clicking in the applicable field.

2) Press the (F12) key, or right click and choose the Select option

3) A window with all available options will appear for the applicable field.

4) To search for a specific item. Right click in the heading of applicable field and type the item

name and press enter. (* is wildcard character)


BLU dot IT Systems

5) All items falling in the required range will be presented

6) To view all items again, Right click in the heading again and clear the search field.

7) Item selected in the Product you wish to filter on.

8) Select the button to filter the grid to selected criteria.

(Note. To view all items again, clear the criteria Fields and select SEARCH)


BLU dot IT Systems

Stock by site (One Item searched on multiple sites)

1) Select Stock – Inquiries – Stock by site report

2) Enter or select (F12) the product required into the product field

3) Select the SEARCH button.

4) To view availablitiy of the item on other sites, remove the site code in the Site field and

select SEARCH button again.

*Note that true available stock = Stock internal – Total allocated – On sales orders


BLU dot IT Systems

5) To View detailed information of the product in a specific site. Right click on the site and

select the Detailed stock option.

6) All different lots and locations will be displayed for the specific site.


BLU dot IT Systems

Stock by product (All Items on one specific site)

1) Select Stock – Inquiries – Stock by product

2) Enter or select (F12) the required Site to view stock on

3) Select Search

4) To remove the null/zero values, select the button

5) Check the “Ignore null stocks” box

6) Check the button

*Note that true available stock = Stock internal – Total allocated – On sales orders


BLU dot IT Systems

Placing a Purchase order

1) Select Purchasing -> Orders -> Orders

2) Select the AGT option

3) Select the New button.

4) Enter your site number into the Order Site block and NEXAG in the Supplier block.

5) Enter or select (F12) price list.

6) Enter internal reference if required (Internal Pastel Number)

7) Ensure that the Shipment site = AAA03 (If it is another site, it will not be seen on logistic

dashboard)


BLU dot IT Systems

8) Choose the LINES tab

9) Click once in the PRODUCT field , then right click,choose the SELECT (F12) option to show all

products.

10) Select the product required. PRESS TAB.

11) In the “Price list name” block you can select the price list you want to order from by right

clicking in the field, and choosing select to bring up available price lists. PRESS TAB.

12) Enter the quantity you want to order in the ORDERED field

13) Enter the “Exp rec date” and ensure the price is correct.


BLU dot IT Systems

14) To add additional text to the line on the report, right click and select the Line Text option

to bring up the text box for lines.

15) To order an additional product, enter the information into the next line.

16) Once the order lines are filled you can select the green check mark to place the order.

17) A document number will be created as soon as the order is placed.

18) A log file will be created to show your transaction has been placed at head office, stating you

Purchase order number and the Head office Sales order number.

19) Select the button to exit the screen.


BLU dot IT Systems

Printing Purchase Orders

1) On the Purchasing screen select the order to be printed from the left list, then select:

2) File -> Printing -> Record

3) Select the BONCDE2 Fixed footer purch order notes

4) Select the Print button to print the purchase order

5) Purchase order will print to screen:


BLU dot IT Systems

Adding stock for re-warehousing

1) Go to stock -> Receipt/Issue transactions -> Miscellaneous receipts


3) Enter your site code, or select by right-clicking on in the site block and choosing select

4) Enter your site code where the rewarehousing stock will be.

a. If stock will be stored on own site

b. If stock will be stored at Nexus Warehouse Paarl (Rewarehousing HO)

5) Enter or select you allocation date


BLU dot IT Systems

6) Click in the PRODUCT field once , then right click,choose the SELECT option to show all

products.

7) Select the product to go into rewarehousing from the list

8) Enter the quantity

9) Change the status to QR to flag as rewarehousing

10) Select and right-click the Location field to show list of available locations for the site

11) Select the location for Re-warehousing

12) Enter a the price of the stock

(*This is not the price stock will be re-warehoused at. Normal redistribution rules will apply)

13) Select the when all stock has been added to complete the transaction.


BLU dot IT Systems

Removing stock from re-warehousing

1) Go to stock -> Receipt/Issue transactions -> Miscellaneous issues


3) Enter your site code, or select by right-clicking in the site block and choosing select

4) Enter your site code where the rewarehousing stock will be.

a. If stock will be removed on own site

b. If stock will be removed from Nexus Warehouse Paarl (Rewarehousing HO)

5) Enter or select you allocation date


BLU dot IT Systems

6) Double click in the PRODUCT field , then right click,choose the SELECT option to show all

products.

7) Select the product be removed from re-warehousing

8) Enter the quantity

9) Right click on the Lot field and choose select to show list of available lots

10) Select the Lot to be issued

11) Select the when all stock has been added to complete the transaction.

12) A document number will be generated as soon as the transaction is created.


BLU dot IT Systems

Creating Forecasts

To enter forecasts navigate to the following menu:

Sales -> Orders -> Forecast workbench

1) Enter site for which forecast is done

2) Select the start date

3) Select the number of periods – This will auto load the End date

4) Enter/Select any required selection criteria. If no criteria is entered all products will

be loaded. (Loading all products may take several minutes)

5) Select the button to load items.


BLU dot IT Systems

All red periods are locked and the forecasts cannot be changed anymore.

All green periods are open and the forecasts can still be changed.

*PYR - Prior year *CYR – Current year *FC – Forecast

6) To enter the forecast QTY or view more forecast information on a specific item, right

click in the required items line, then select Forecast details option.

7) Add forecast by inserting value into green CYR FC field.

8) Select the button to save the forecast.


BLU dot IT Systems

Forecast by product inquiry (View Forecasts on a single site)

Sales -> Inquiries -> Forecast by product

1) Enter the From Company and To Company

2) Enter the From site and To site

3) Enter the start date

4) Enter the NO. of periods

5) Select any criteria required


BLU dot IT Systems

6) Select the button to load items.

7) The default view will be for CYR FC (Current year forecast). To view REV FC (Revised

Forecast) change the forecast type field to REV FC.

8) By default all items without a forecast within the selected periods will not be displayed. To

view all items without a forecast uncheck the field and select

search again.


BLU dot IT Systems

Exporting screens to Excel

All grids in the X3 System have the ability to export to excel.

1) Right click on the line number on the grid

2) Select the excel export option.

3) Select Yes on the pop-up security window

4) Select the button to complete the export.


BLU dot IT Systems

Alternative excel export function (Comma delimited structure)

Select File -> Export -> Data to Excel

Date post:	28-Jul-2018
Category:	Documents
Upload:	vanthien
View:	214 times
Download:	0 times

SAGE ERP X3 - NexusAG · NEXUSAG (Pty) Ltd Field Agent Procedures Manual Page | 3 BLU dot IT...

Documents