Complementary Solutions

Prophix

Prophix delivers budgeting and CPM tools for effective cash flow planning with easy stakeholder involvement. Project your balance sheet using previous actuals, income variations, other model data, and automated plug calculations. Build intuitive financial and operational models to support evolving enterprise strategy Automate budgeting to reduce error risk and improve collaboration via workflow Forecast across multiple entities, business units, departments, and regions from a single source of truth Consolidate multiple data sources for truly integrated financial planning Reduce time spent on data collection and focus on valuable data analysis

Rebate Management

Rebate Management for Sage X3 automates rebate agreements and calculations, providing control and visibility into sales transactions. Built by Net at Work, this solution enables you to set up rebate agreements, calculate and report rebates, and generate claims that book the financial impact for a holistic view of the process. Whether its called rebate management or customer pricing support (CUPS), this add-on streamlines and simplifies contract management without relying on slow and mistake prone spreadsheets. Built to complement Sage X3 native rebate management functionality, Net at Work’s Rebate Management & Tracking software solution provides the ability to set up rebate agreements and calculate and report rebates on sales transactions. In addition, it enables you to generate claims that book the financial impact, giving you control and a holistic view of the process. CORE FEATURES Track rebates given for items sold Track multiple eligible contracts per product Select the most lucrative contract based on eligibility Calculate the impact of rebates on sales profit (and cost) Calculate rebates using guaranteed profit percentage, amount flat rate per unit, or actual rebate per unit depending on your business needs Automatically create claims to the supplier based on a number of parameters Re-calculate rebates when rebates are modified or backdated Automated tracking of purchases and sales against agreements Automated accruals recording Automatic invoicing/supplier debits Extensive and granular reports A reliable and extensive audit trail Ability to track history/revision of contracts with your suppliers BENEFITS Manage contract eligibility by product group or specific products including date ranges Manage pricing/rebate contract agreements between customers AND vendors, based on sale or purchase of goods and services Assess impact of rebates on profitability Real-time view of rebates applied per transaction Simplified and more efficient processes due to automation Minimal disputes and easier identification of the causes of disputes through accurate audit trails, allowing for faster resolution Improved cash flow due to timely accurate rebate claims Improved margin due to more accurate rebate and pricing calculations Automating processes frees up finance and commercial teams to increase productivity in other areas Better supplier collaboration leading to improved profitability and growth

Restricted Inventory

Restricted Inventory provides compliance management by tagging products that require regulatory documentation before sale. Built by Net at Work for manufacturers and distributors using Sage X3, this solution prohibits selling specific raw materials or finished goods to specific clients unless they provide appropriate regulatory documentation. This restriction can also manage purchase orders or block receipt of tagged products. The restricted class may be used to tag products present on regulatory or governmental lists. In these situations, only certified customers at approved locations may order and receive the restricted product, while others may not. In addition, some facilities may be allowed to store while others are allowed to sell the products but not ever take possession. Further, these items may have maximum quantities that can be stored at any time. The Restricted Inventory module provides customers with the functionality at the Ship-To level to control products by location. Sales restrictions are removed when customers provide appropriate documentation to demonstrate regulatory compliance. Prohibiting the sale of restricted products without appropriate regulatory documentation Managing purchase orders or blocking receipt of a restricted product Distinguishing between branches that are approved to order/receive restricted product and those that are not Ensuring maximum stock quantities at each branch site are not exceeded Attaching certification and tracking expirations to provide proactive notice of certification lapses

Safety Data Sheets Management

Safety Data Sheets (SDS) Document Management, a Net at Work proprietary solution, allows Sage X3 users to store, manage, and archive SDS documents inside of Sage X3, while using a third-party software to publish SDS documents. The solution allows you to determine the frequency and method of distribution, the recipients of the SDS documents, and the version being distributed. Use the Ship-To and the Contacts information at the customer level to determine frequency and method that will be used when shipping a product to this location. At the product level, select the document, SDS type, and choose to activate or inactivate them. Setup distribution frequency and method by Customer, Ship-To and Contact. Define all SDS documents by product and manage the different versions for each When email is set up as the distribution method, the email with the SDS Document will be triggered at the printing of the delivery. Allow users to review the SDS Documents at the moment the delivery is being processed. Keep history of the different SDS Documents that have been sent to a customer. Be able to track by product or by customer.

Sage AR Automation

Sage AR Automation is an award-winning, cloud-based solution that helps Sage X3 users dramatically improve accounts receivable operations. While traditional tools like Outlook and Excel leave your team bogged down with manual processes, poor visibility, and inconsistent follow-ups, Sage AR Automation replaces those inefficiencies with smart automation and real-time insights. Enabling you to get paid faster, improve cash flow, and increase team productivity. Automate Communications: Engage customers on their preferred channels with timely, automated invoice reminders. Customer Self-Service: Offer convenient online payments and built-in escalation management. Cash Application: Process more payments, reduce unapplied cash, and free up credit lines to keep orders and sales moving. Forecasting & Reporting: Deliver actionable insights into cash flow and DSO with custom reports and automated distribution. Activity Management: Prioritize your team’s work with next-best-action recommendations and clear goal tracking.

Sage Data and Analytics

Sage Data & Analytics, built by ZAP, empowers your business with the information you need to confidently make decisions that improve performance. Guide your corporate strategy, direction, and investment decisions with data, facts, and truth—without hesitation. Achieve a 360-degree view of your business and uncover new insight thanks to automated integration of data from business applications such as ERP, CRM and HRM Make confident decisions quickly based on accurate information delivered by a solution that removes inefficient and/or inaccurate manual data processes Achieve data compliance while keeping IT effort and costs down with user-friendly data governance, security and system administration tools built-in Track performance with pre-built industry analytics, KPIs and calculations accessed via role-based dashboards that deliver immediate insight in to your data Gradually migrate to Sage X3 from one or multiple legacy systems, without losing insight into historical data Report on data from multiple internal and/or external sources within the system and interface, and make better informed decisions Quickly analyze data in personalized dashboards within the Sage X3 user interface Capitalize on the BI applications already in use for data representation and analysis or select a new BI software application

Sage Enterprise Intelligence in Place Quick Start

Sage Enterprise Intelligence in Place provides business intelligence that reduces analysis time and enables faster, better-informed decisions. Tight, secure integration with Sage X3 ensures reliability of critical business information, providing coherent insight on real-time enterprise data to support clear decision-making and foster continuous improvement. Installation and configuration of SEI on the Sage X3 web server. In-place upgrade installation and cube validation. Connection to one live production and one pilot/test Sage X3 folder. SEI Excel plug-in installation on one workstation. Two seats at one-day training session plus half-day administrator training. Up to 10 hours remote consulting for company-specific reports.

Sage Enterprise Intelligence in the Cloud Quick Start

Sage Enterprise Intelligence in the Cloud delivers business intelligence that reduces analysis time for faster, better-informed decisions. Tight, secure integration with Sage X3 ensures reliability of critical business information, providing coherent insight on real-time enterprise data to support clear decision-making. Installation and configuration of SEI in your private cloud. New templates with Universal Data Model and migration of pre-existing cubes and reports. Connection to one live production and one pilot/test Sage X3 folder. Two seats for remote training sessions with Net at Work. Up to eight hours remote consulting for company-specific reports. One SEI upgrade per year plus critical patches.

Sage Geode

Sage Geode is a warehouse management system (WMS) that provides the tools to process, streamline and optimize the management of the warehouse, enhancing the quality and reliability of logistics flows, providing transaction traceability, maximizing warehouse floor space and improving productivity. As a module of Sage X3 ERP, the warehouse management system can be deployed across multiple sites.