inixion: virtual customer day strategic roadmap

© 2021 The Sage Group plc or its licensors. All rights reserved.

Important notice: This presentation represents Sage's most current view of its product direction. However, any one of the release milestones and features are

subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage.

inixion:

Virtual Customer Day

Strategic Roadmap

3rd March 2021

Robert Sinfield

1



subject to change at any time without notice. None of the information should be interpreted as a commitment on the part of Sage. 2

Delivering on customer and market needs

to drive customer success

Sage X3 Strategic Roadmap







Sage X3 Strategic Initiatives

3

Energize and enable the Sage X3 ecosystem to drive customers to Version 12 to protect the base and create

customer value

Delivering comprehensive cloud experiences for

customers and partners

Focus investment on targeted industry specific

capabilities in manufacturing and

distribution

Drive customers to Version 12

Delivering comprehensive cloud experiences

Targeted Industry Investment







Strategic investment in targeted

industry specific capabilities

Deliver new and enhanced

functionality to support ever-

changing market needs

Develop and enable a powerful

ecosystem providing customers

with industry-specific capabilities

Maintain and enhance the Sage X3

technology stack to deliver a robust

platform supporting a tailored

experience through personalization

and customization

Focus on rapid deployment

strategies making it easier for

companies to consume new

capabilities when they want to

Targeted improvements designed to

allow customers to extract

maximum value from their

investment

Invest in cloud technologies and

capabilities to deliver flexible cloud

offerings and choice of deployment

Deliver new cloud native

capabilities and services that

further enhance Sage X3

Roll-out the Sage Partner Cloud

and Cloud-Hosted program to our

key partners

Sage X3 Strategic Initiatives

4










Sage X3 Strategic Initiatives Roadmap Focus

5

Sage X3 Automated testing platform

Automated Data Collection for Distribution

Sage X3 GraphQL APIs framework for Sage X3 for all deployment types

Sage X3 GraphQL APIs – Sales and Purchase Process Mutations

New Product Introduction (NPI) for Manufacturing

Controlled Sourcing and Distribution for Chem and F&B

Shop-floor Execution and MES for Manufacturing

Project Management and Billing

Recurring billing and Contracts for Projects

Fast Starts for multiple regions and industries

Finance and Compliance frameworks Sage Compliance Cloud Integration

Legislation Compliance Data Integration API platform for the Multi-tenant Cloud

Maintenance and Quick wins Public cloud enhancements










Sage X3 2020 R3

Optimised scheduling and planning

Making Manufacturing easier

Managing cash efficiently

Managing multiple companies

• Actual time reporting reflects total setup time plus run times

• Enhanced first date of material availability calculations

• Final release Production Scheduler updates

• Advanced bank statements -improvements

• New import formats released

• Map suspense accounts at site level for intercompany transactions

• Company level mappings will be defaulted if site mappings not present

Release highlights

Simplifying Tax and VAT

Helping project-based businesses

Technical Compliance

• Generic VAT return process

• Drill down from VAT box to details

• VAT entities at site level

• Revenue Recognition posting and accrual management

• Flash replacement phase 1

• Patch finder 2.0

• Cumulative Patching enhancements

• MongoDB 4.0 support

• SQL Server 2019 support

• SQL Server 2014 support is deprecated

6







Sage X3 2020 R4

Optimised scheduling and planning

Supporting New Product Introduction (NPI)

Managing cash efficiently

Regulatory and business reporting

• Sandbox environment, create products and materials

• Real-time costing, updates as BOM changes are made

• Product to product matrix

• Optimise set-ups between similar products

• Payment remittance grouping

• Default bank account at invoice level

• EC sales list framework

• Revenue recognition -Performance

Release highlights

Simplifying Tax and VAT

Controlling credit and collections


Technical Compliance

• Bad-debt management

• AR Write-offs

• Tax framework rollout

• Withholding tax management

• Project billing center

• Billing plan selection

• Scheduled invoices

• Milestone billing setup

• Complete Flash replacement

• Patch tester 2.0

• Cumulative Patching enhancements

7







Sage X3 2021 R1

Distribution ManagementSupporting New Product

Introduction (NPI)Managing cash

efficientlyRegulatory and business

reporting

• Sandbox environment, create products and materials

• Real-time costing updates

• Automated creation of new inventory items

• NEW ADC for Distribution –

Receipts / Inquiries (EAP)

• Backdated transaction

management

• csv outbound Bank files

• Outbound bank file splitting

• Payment approval +

• Bank reconciliation manual

adjustments

• Revenue recognition +

• Brexit Updates

Release highlights

Simplifying Warehousing Operations

Industrialized testing and user acceptance


Platform Enhancements

• Sage X3 Automated Test Platform (ATP)

• Samples: 71 tests scripts

• Samples: 307 test cases

• Serial number on stock

operation traceability & RF

functions

• Dashboard and KPIs with SEI

• Progress billing for projects

• Weekly time sheet

• Core GraphQL API Engine for Sage X3 ADCs only

• Data Integration API

• Application cluster configuration

8




Continued invest in new Sage X3 materials and content

Over 150 new courses developed in the last 12 months

Sage University Highlights

9







Platform and performance innovation

Delivering incremental value and improved performance

Customization and tailoring

Performance and security

Ensuring technical compliance

Cumulative

patching

Automated Test

platform

Customization

analyzer

Parameter

patches

Proactive

security threat

analysis

Security

fixes

Advanced

archiving

Database updates

and performance

enhancements

Node.js Elastic search MongoDB

Infrastructure

performance

assessment

tool

Powerful Integration platforms GraphQL APIs enablement

HA support

(application

cluster)

Patch

performance

Linux 8

Delta patching

2019 R5 2020 R1 2020 R2 2020 R3 2020 R4 2021 R1

Time to Deploy

Incremental Value

SQL Server

Runtime and

platform

optimization

Standard

Cluster

indexes

Data Integration API







Release Information and Optimisation

11

Continuous Patch Engine optimization

95 min

2019

R52020

R1

2020

R2

2020

R3

62 min 42 min

2020

R4

40 min

97 min!

2021

R1

38 min

2019

R52020

R1

2020

R2

2020

R3

2020

R4

95 min

98 min102 min101 min

97 min!

2021

R1




Sage X3 Functional

Roadmap Overview

12







18-month roadmap, Technology

2021 2022

2021 R1 2021 R2 2021 R3 2021 R4 2022 R1 2022 R2

Cloud Multi-tenant sandbox

Sage Provisioning

portal for French Sage

service cloud

Sage Provisioning

Portal for Partners

Template distribution

for the cloud

IntegrationData Integration tracking API

(Cloud only)Data Hub integration phase 1

GraphQL API

framework

(Cloud – On-Premise)

GraphIQL (navigator)

GraphQL APIs

extension

Data Hub integration

phase 2

Upgrade

tooling

Automated Test Platform

(ATP)

Early adopters

Patching enhancement

Automated Test Platform launch

Patching enhancementSet-up patches Delta patching phase 1

Delta patching phase

2

Delta patching phase

3

Support tooling

& Performance

Application cluster

Performance measure tool

Predefined cluster index step

1

Database drivers

enhancement

Runtime optimization

Installation performance

assessment

Cluster index step 2

Supervisor

performance

Troubleshooting tools

(2)

Cluster index step 3


(2)

Advanced Data

Archiving


(2)


(2)

Advanced archiving

Technical

complianceLinux Red Hat

Node.jsOffice plugin

Node.js

MongoDBWindows? (1)

SQL Server?Elastic Search

(1) waiting for future on-premise platform / database announcement (usually every 2 – 3 years for Microsoft)

(2) Based on feedback from support team







18-month roadmap, Applicative

2021 2022

2021 R1 2021 R2 2021 R3 2021 R4 2022 R1 2022 R2

ComplianceIreland – Legislation Pack

Sales invoice framework

(France)

Canada - Legislation

Pack

Spanish addon in the

Core

Down payments

(Advance invoice, Sales)

Down payments

(Advance invoice,

Purchase)

[FR] Inbound/Outbound

electronic invoices

FinancePayment approval

process

CSV outbound bonk file

VAT Framework

enhancements

Sage Cloud Compliance

integration (Canada)

Replacement of external

Polish component

VAT Framework

enhancements

Sage Bank Feeds

integration

DistributionADC Receipts & Inquiries

(early adopter)ADC Standard scope

ADC Extended scope

Controlled sourcing

Read APIs for Inventory

Controlled Distribution

Read APIs for Sales

Recall management

Read APIs for PurchaseRFQ Efficiency

ManufacturingNew Product Introduction

(NPI): Product design and

Costing

NPI: BOM publication

Trial kitting

Web Scheduling (WS):

product setup matrix

NPI: prototype and

approval

WS: connector extension

NPI: revision

management

WS: connector

enhancements

ADC for manufacturing

movements

ADC for shop floor

tracking

In-process quality control

Project

Management

Progress billing for

projects

Weekly time sheet

Performance

enhancements for cost

structure and task

planning

Time billing Recurring billing Billing in amount







Understanding the Sage X3 Roadmap

Feature overview slide showing

what the feature is

Overview of the vision for the

capability and what the end

state will be

A detailed roadmap slide

showing:

• what is available

• what is on the roadmap

• When will the product be

available as an MVP




Energize and enable the Sage X3 ecosystem








• Supports a continued acceleration of compliance changes driven by the need for increased controls

• Maintains and supports everchanging global, regional, and local accounting and reporting standards

• Allows users to easily adjust settings and configurations to comply with new regulations

• Harnesses technology to automate capture and delivery of information such as QR Codes, real time APIs,

electronic report submission

Finance and Compliance frameworks

Domain: Finance and distribution

Tax and VAT management

Banking and cash management

Electronic invoicingRegulatory and business

reporting

• Intelligent cash management

• Automated bank reconciliation

• Credit and collections

• Powerful tax determination engine

• Multi-company/entity

• Tax/VAT reporting

• B2B invoicing

• B2G invoicing

• State managed commerce

• International trade reporting

• Cross-border trade declarations

• Revenue recognition

Focused delivery of powerful frameworks that provide a highly configurable interface that:

17







Tax Framework SummaryDomain: Finance

Multi-legislation

User-definable:

• Structures (Tax boxes and return)

• Extraction rules

• Entities (Multi-company/sites)

• Adjustment management

Extraction, validation, submission,

posting, matching

Drill down from box to transactions

Offline, batch and simulation mode

Scalable and extensible intelligent Tax / VAT reporting framework to support continuous changes

across the globe







Allow customers to post and match Tax returns

Introduce complementary reporting, based on Tax returns.

Manage the Tax return in an another currency than the ledger currency

Enhanced Tax Management - VisionDomain: Finance

Site | Company | Multi-legislation | Multi-currency | Traceability & drill down | Digitalization

Electronic Tax Return Management

Tax return

Advanced controls

Tax entity management

Tax Return

management

Electronic submission using API or files

Defines organization and operational structure

Defines Tax return and manages VAT return

adjustments, posting and submission

For complex Tax returns, it may be important to control strongly the consistency of

the Tax return before submission.

Sa

ge

Co

mp

lian

ce

Clo

ud

In

teg

ratio

n

Tax Box

management

Defines the Tax boxes and the rules to calculate them form the G/L transactions, depending on the context Posting and matching

Dates, texts, formulas

Additional reporting across Tax returns (RTD)

Corrective returns

Dis

trib

utio

n

Fin

an

ce







Allow customers to post and match Tax returns

Introduce complementary reporting, based on Tax returns.

Manage the Tax return in an another currency than the ledger currency

Enhanced Tax ManagementDomain: Finance

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2

Dis

trib

utio

n

Fin

an

ce


Electronic Tax Return Management

Tax return

Advanced controls

Tax entity management

Tax Return

management

Electronic submission using API or files

Defines organization and operational structure

Defines Tax return and manages VAT return

adjustments, posting and submission

For complex Tax returns, it may be important to control strongly the consistency of

the Tax return before submission.

Sa

ge

Co

mp

lian

ce

Clo

ud

In

teg

ratio

n

Tax Box

management

Defines the Tax boxes and the rules to calculate them form the G/L transactions, depending on the context Posting and matching

Dates, texts, formulas

Additional reporting across

Tax returns (RTD)

Corrective returns

Indicates MVP capabilities







Bank Feeds - SummaryDomain: Finance

Inbound bank file processing

User-definable inbound bank file formats

Import process

Reconciliation with open items, payments

Automatic posting & matching

Bridge with classic bank reconciliation

processes

Delivering automation to expedite managing cash and bank transaction processing to drive

efficiencies and reduce errors







Bank file format designer

Automatic bank reconciliations

Automated transaction posting & matching

Bank Feeds - VisionDomain: Finance


Bank reconciliation / General

ledger

Inbound bank file format designer

Automatic matching / open

items & payments

Tooling enabling users to define structure and content of inbound bank

files. Fix, csv, HTML format.

Directory of templates for the most common formats, MT940,

Camt053/054, Lockbox, BAI...

Automatic matching with open items and payments

For bank files that don’t provide detailed information, bank

reconciliation automation from G/L

Sa

ge

Pa

ym

en

ts C

lou

d In

teg

ratio

n

Bank statement collection and

import

Sage Bank Feeds integration

Cashbook

Fin

an

ce

Import function

Variances and manual adjustments

Posting and matching







Bank file format designer

Automatic bank reconciliations

Automated transaction posting & matching

Bank FeedsDomain: Finance

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2


Bank reconciliation / General

ledger

Inbound bank file format designer

Automatic matching / open

items & payments

Tooling enabling users to define structure and content of inbound bank

files. Fix, csv, HTML format.

Directory of templates for the most common formats, MT940,

Camt053/054, Lockbox, BAI...

Automatic matching with open items and payments

For bank files that don’t provide detailed information, bank

reconciliation automation from G/L

Sa

ge

Pa

ym

en

ts C

lou

d In

teg

ratio

n

Bank statement collection and

import

Sage Bank Feeds integration

Cashbook

Fin

an

ce

Import function

Variances and manual adjustments

Posting and matching








Simplify Sage X3 upgrades and configurations and minimize the need for manual testing. Scalable

and extensible to support ever changing real-world scenarios

Sage X3 Automated Test Platform

Intelligent automated testing platform

Maximise efficiency and effectiveness

of testing and QA processes

Confidence that all customisations and

modifications have gone through full,

end to end regression testing

Quickly upgrade with confidence and

complete accuracy







Help our customers to be up to date with the latest release to always:

- Make timely changes to allow business evolution

- Staying ahead of market disruption with current system constraints

- Take advantage of frequent technology advances

Automated Test Platform - VisionDomain: Technology

Automated testing | Regression testing | Higher quality

Simplify test scripts design

Usability enhancements

Scheduling and reportsTest automation

Automate the design of test script by recording actions in the screen

To facilitate the update within V12

Automated Execution of the Test Detailed

Reporting on Results through Allure

Enhancing Platform usability -

Step Definitions

SAFE X3

Platform

All Sage X3

domains








- Make timely changes to allow business evolution

- Staying ahead of market disruption with current system constraints

- Take advantage of frequent technology advances

Automated Test PlatformDomain: Technology

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2

Automated testing | Regression testing | Higher quality

Simplify test scripts design

Usability enhancements

Scheduling and reportsTest automation

Automate the design of test script by recording actions in the screen

To facilitate the

update within V12

Automated Execution of the Test.

Detailed Reporting on Results through Allure

Enhancing

Platform usability -

Step Definitions

SAFE X3

Platform

All Sage X3

domains









- Be up-to-date with the latest technology for performance and security reasons

- Comply with the latest regulations and legal requirements

Manage the smoothest transition possible for customization and bespoke development

Release Management – Vision Domain: Technology

Simple patching system | Optimized application | Conflict prevention | Hot-fix capabilities

Simplify bespoke upgrades

Manage parameter changes

Streamline

upgradeUpgrade

Secure upgrades

Ease the data structure change

Delta patching

Cumulative patches

(continuous upgrade)

Patching process enhancement

Customization analyzer

Patching utilities enhancement

Set-up patches

SAFE X3

Platform

Additional

administration

services







Delivery of a single patch archive to go to the latest release

Optimisation of time to patch so the system downtime is reduced

Identify potential conflicts with bespoke or specific code to streamline updates

Simplify delivery of fixes when required

Release ManagementDomain: Technology

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2


Simplify bespoke upgrades

Manage parameter changes

Streamline

upgradeUpgrade

Secure upgrades

Ease the data structure change

Delta patching step 1Cumulative

patches (continuous

upgrade)

Patching process enhancement

Customization analyzer

Patching utilities enhancement

Set-up patchesDelta patching

step 2

Delta patching step 3

SAFE X3

Platform

Additional

administration

services








Help our growing customers to scale up

- Manage complex architecture to scale seamlessly

- Optimize the database access and organization to cope with increasing volumes

Simplify support / troubleshooting to make it more efficient

Performance and troubleshooting – Vision Domain: Technology


Ease troubleshooting and make support more reactive

Database performance Platform enhancement

Improved session

management

Database / engine

optimization

Default clustered

indexesApplication cluster

(HA on x3 server)Supervisor

performanceHigh Availability

print server

Default clustered

indexes

Default clustered

indexes

Troubleshooting

tools

Troubleshooting

tools

Advanced

archiving

Log

improvement

Database

support

System

architecture /

platform engine







Help our growing customers to scale up

- Manage complex architecture to scale seamlessly

- Optimize the database access and organization to cope with increasing volumes

Simplify support / troubleshooting to make it more efficient

Performance and troubleshootingDomain: Technology


Ease troubleshooting and make support more reactive

Database performance Platform enhancement

Improved session

management

Database / engine

optimization

Default clustered

indexesApplication cluster

(HA on x3 server)Supervisor

performance

High Availability

print server

Default clustered

indexes

Default clustered indexes

Troubleshooting

tools

Troubleshooting

tools

Advanced

archiving

Log

improvement

Database

support

System

architecture /

platform engine

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2





Focusing on Manufacturing and

Distribution








Redevelopment of the Sage X3 Data Collection

modules

20 distribution scenarios

5 Manufacturing scenarios

12 Shop Floor Tracking scenarios

Adaptive experience

Workflow and management by exception

Adoption of native device capabilities

e.g. geolocation

Native App wrapper technology

Automated Data collection & shop-floor executionDomain: Distribution and Manufacturing







New hand-held capabilities to support modern distribution environments

Enhanced warehouse capabilities including License Plate Management and directed

processes (put-away, picking)

Easier and simpler integration using modern web APIs

Automated Data Collection - VisionDomain: Distribution

Multi-site | Multi-unit | Multi-location | Batch management | Serial number management

Directed processes

InquiriesMovement and

adjustmentsReceipt Transfers Pick and pack

Manage locations proposal during receipt and work assignment for

picker/zone

Receipt of inbound stock

through a purchase order or

miscellaneous receipt

Basic and advanced inventory

movements or adjustments

Manage inter-site inventory

movements and transfers to sub-

contractors

Manage picking and packing operations

Easily access real-time

warehouse information

Manufacturing

and

Purchasing

Sales







Delivery of new hand-held capabilities to support modern distribution environments

Enhanced warehouse capabilities including License Plate Management and directed

processes (put-away, picking)


Automated Data CollectionDomain: Distribution

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2


Directed processes

TransfersInquiriesReceiptMovement and

adjustmentsPick and pack

Manage locations proposal during receipt and workassignment for

picker/zone

Receipt of inbound stock

through a purchase order or

miscellaneous receipt


warehouse information

Basic and advanced inventory

movements or adjustments

Manage picking and packing operations



contractors

Manufacturing

and

Purchasing

Distribution








New shop-floor execution capabilities


Manufacturing Execution enablement

Shop-floor Execution - VisionDomain: Manufacturing


PrintMiscellaneousSetup and

runtime recording

Shop-floor Tracking

TransfersClocking &

Breaks

Print documentation and labels from the warehouse

Track material activities on the

shop-floor

Record operation run times



contractors

Time management for resources on the

shop-floor


manufacturing information

Purchasing Manufacturing







New shop-floor execution capabilities


Manufacturing Execution enablement

Shop-floor ExecutionDomain: Manufacturing

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2


MiscellaneousClocking &

BreaksPrintTransfers

Shop-floor Tracking

Setup and runtime

recording


manufacturing information



contractors

Print documentation and labels from the warehouse

Track material activities on the

shop-floor

Record operation run times

Time management for resources on the shop-

floor

Purchasing Manufactuing








Automated billing processes & Project ManagementDomain: Distribution and Project Management

Project deliveries

Scheduled invoicing

Project milestones

Project progress (%)

Time billing

Recurring billing

Distribution

Inventory orders

Non-inventory orders

Project Management is not just about managing the financial aspects of the project. Manage multi-

phase projects from plan to execution to complex billing models.







Provide customers with the flexibility to invoice both products and services

Supporting business decision making through a new billing center

Provide insight into projects so the business has visibility

Automated billing process - VisionDomain: Distribution and Project Management

Multi-phase projects | Complex distribution scenarios | New product introduction

Revenue Recognition

Billing and Invoicing

Project milestones

Billing in amount


Time billing

Support multiple revenue

recognition models

Support for Billing in amount

Billing of project activities based on user-defined

milestones

Billing of project activities based on progression

%

Support for time billing linked to

projects

Rules-basedBilling Center with pending /

invoiced projectelements

Ma

nu

factu

rin

g

Dis

trib

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Fin

an

cia

ls

Recurring billing

Support for recurring billing

linked to contracts

Scheduled invoicing

Billing of project activities based on a predefined

schedulePro

ject M

an

ag

em

en

t







Provide customers with the flexibility to invoice both products and services

Supporting business decision making through a new billing center

Provide insight into projects so the business has visibility

Automated billing processDomain: Distribution and Project Management

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2


Revenue Recognition

Billing and Invoicing

Project milestones

Billing in amount


Time billing

Support multiple revenue

recognition models

Support for Billing in amount

Billing of project activities based on user-defined

milestones

Billing of project activities based on progression

%

Support for time billing linked to

projects

Rules-basedBilling Center with pending /

invoiced projectelements

Ma

nu

factu

rin

g

Dis

trib

utio

n

Fin

an

cia

ls

Recurring billing

Support for recurring billing

linked to contracts

Scheduled invoicing

Billing of project activities based on a predefined

schedulePro

ject M

an

ag

em

en

t








Develop new products with flexibility

and accuracy, including detailed real-

time costing

Manage revision and test your

prototypes to validate your design

Define clear approval processes to

track decisions

Track product development costs

Monitor the profitability of products from

cradle to grave

New Product Introduction (NPI)Domain: Manufacturing and Project Management

Reduce the risk when developing and launching new products introducing new products with features

& capabilities that streamline the capture of estimates, provide what-if scenarios, & real-time analysis.







>25% of total revenue and profits in industries comes from the launch of new products

The introduction of new products for consumers and OEMs requires detailed information, time and

dedicated resources from an organisation

New Product Introduction (NPI) - VisionDomain: Manufacturing and Project Management

Multi-unit | Revision management | Quality management | Release management

ReleaseApprovalCostDevelop Revise Pre-production

Release to production

Sandbox environment,

create products and materials

Real-time costing,

updates as BOM changes

are made

Changes automatically create new revisions

Manage prototypes

through evaluation and testing process

Manage multiple

submissions and approval

cycle

Project

management

Financials,

manufacturing,

distribution







>25% of total revenue and profits in industries comes from the launch of new

products

The introduction of new products for consumers and OEMs requires detailed

information, time and dedicated resources from an organisation

New Product Introduction (NPI)Domain: Manufacturing and Project Management

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2

Multi-unit | Revision management | Quality management | Release management

Release ApprovalCostDevelop RevisePre-production

Release to production

Sandbox environment,

create products and materials

Real-time costing,

updates as BOM changes

are made

Changes automatically create new revisions

Manage prototypes

through evaluation and testing process

Manage multiple

submissions and approval

cycle

Project

management

Financials,

manufacturing,

distribution








Efficiently manage production plans

Optimise production plan by managing

product campaigns for similar product families

Reduce setup times and improve efficiency

with product setup matrix to optimally

sequence operations on products with like

attributes

Capable to Promise (CTP) – accurately

calculate delivery dates for new demands

Available to Promise (ATP)

Planning, scheduling and capacity managementDomain: Distribution and manufacturing

Manage capacity and throughput and enhance customer experiences







Synchronize your entire production chain, from customer orders and work orders to

purchase orders

Meet delivery dates while using manufacturing resources as efficiently and

effectively as possible

Scheduling and Planning - VisionDomain: Manufacturing

Campaigns | Multi-level schedules | ATP | CTP

Advanced scheduling

Set-up matrixMulti-simulation

analysisAutomatic scheduling

Production Gantt

Standard overview reports

Addition of inventory, BOM, purchase orders

and WO materials in the scheduling

data

Automatic creation of a

feasible production plan

Creation of scenarios and

supports what-if analysis

Display of all the scheduled orders

loaded in the production plan

Reports supporting the analysis of the

current scheduling simulation

Optimize set-ups between like products

Inventory

and

Purchasing

Manufacturing







Synchronize your entire production chain, from customer orders and work orders to

purchase orders

Meet delivery dates while using manufacturing resources as efficiently and

effectively as possible

Scheduling and PlanningDomain: Manufacturing

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2

Campaigns | Multi-level schedules | ATP | CTP

Advanced scheduling

Set-up matrixMulti-simulation

analysisAutomatic scheduling

Production Gantt

Standard overview reports

Inventory and purchase ordersAutomatic

creation of a feasible

production plan

Creation of scenarios and

supports what-if analysis

Display of all the scheduled orders

loaded in the production plan

Reports supporting the analysis of the

current scheduling simulation

Optimize set-ups between like products

Inventory

and

Purchasing

Manufacturing

BOM and WO materials in the scheduling data








Manage what products can be purchased

Manage what products can be shipped

Control sourcing and distribution based

on multiple variables:

• Country

• Business Partner

• Product / Product family

• Weights or volumes or quantities

Controlled Sourcing and Distribution - VisionDomain: Manufacturing & Distribution

Reduce non-conformance risks by ensuring that changes or introductions to regulatory compliance

can be quickly adopted and easily managed with an easily configurable framework







In controlled industries like Chemicals and Life Sciences, sourcing and distribution of

specific substances is controlled

Manage multiple scenarios based on country, customer/supplier, weight/volume/quantity

Controlled Sourcing and Distribution - VisionDomain: Manufacturing & Distribution


Pick and PackControlled Distribution

Item Master Data

Management

License Controls

Receiving and Put away

Manage pick and pack

process of controlled items - Documentation

Product Characteristics

and industry specific

parameters

Define and manage

licenses used to control quantity,

weight or volume

Manage receipt and put-away of controlled items

- QC

Rules-basedcontrols to manage

distribution of products

Ma

nu

factu

rin

g

Dis

trib

utio

n

Fin

an

cia

ls

Country of Origin

Definition of controlled

coutries for sourcing or distribution

Controlled Sourcing

Executecontrolled

sourcing duringprocurement







In controlled industries like Chemicals and Life Sciences, sourcing and distribution of

specific substances is controlled

Manage multiple scenarios based on country, customer/supplier, weight/volume/quantity

Controlled Sourcing and DistributionDomain: Manufacturing & Distribution

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2



Pick and PackControlled Distribution

Item Master Data

Management

License Controls

Receiving and Put away

Manage pick and pack

process of controlled items - Documentation

Product Characteristics

and industry specific

parameters

Define and manage

licenses used to control quantity,

weight or volume

Manage receipt and put-away of controlled items

- QC

Rules-basedcontrols to manage

distribution of products

Ma

nu

factu

rin

g

Dis

trib

utio

n

Fin

an

cia

ls

Country of Origin

Definition of controlled

coutries for sourcing or distribution

Controlled Sourcing

Executecontrolled

sourcing duringprocurement




Delivering Cloud Experiences

Technology Evolution







Integration, APIs & Ecosystem - VisionDomain: Cloud, Distribution, Manufacturing and Finance

Developerecosystem

ISVsecosystem

A simple and secure means of storing and

sharing files to control the sequential

(asynchronous) exchange of data

A simple to use, secure and highly functional

service with which to build real-time

(synchronous) responsive application integrations

Cloud

Integrations

Master Data

Management

Real-time

commerce

Batch

operations

GraphQLAPI Framework

Data Integration API

API tracking

Service

Read

APIs300 std

templates

Additional APIs

Sales

Additional APIs

Purchase

Custom

templates







A simple to use, secure and highly functional API service

Build real-time (synchronous) responsive application integrations

Support for all deployment types

Integration APIs and EcosystemDomain: Cloud, Distribution, Manufacturing and Finance

2021 R2

2021 R3

2021 R4

2022 R1

Current

2022 R2

Multiple Deployment methodologies | Read and Mutation APIs | Secure | Real-time web APIs

Custom API Development

GraphQL Wave 3 & 4

GraphQL Wave 1

Data IntegrationDeveloper experience

GraphQL Wave 2

Allowing customers and

the eco-system to create, manage

and deploy advanced

customisations

API tracking progress GraphQL

Framework and ADC APIs

Sales &Manufacturing

APIsADC APIs

API sandbox for test

Read Only

APIs

GraphIQL

editor

Data

Integration API

GraphQL API

Developer

experience

developer.sage.com

Enablement of

custom

templates

Purchase & Manufacturing

APIs





Release Radar

52

Our 36 month vision for Sage X3







Sage X3 three year

release horizon

Process and

discrete

manufacturing

Multi-site

wholesale

distribution

Comprehensive

multicompany

financials

Project and

contract

management

Enterprise asset

management

Tax

management

Cash

management

Export/import

reporting

Field service

and maintenance

Advanced license

plate management

Resource

management

Resource planning

and utilisation

Automated data

collection

(ADC)

Advanced pricing

management

Shop floor

data collection

Advanced quality

management

New product

introduction

Web

scheduling

Advanced

revenue

recognition

Advanced

billing

e-Invoicing

framework

GraphQL API

framework

Data Management

Platform (DMP)

Update

management

Automated test

platform

Update

management

Delta patching

Cumulative

patching

Controlled

distribution

Controlled

sourcing

Banking

automation

Intelligent cash

management

Lease

contracts

Service

contracts

APIs

APIs

APIs

APIs

APIs

APIsAPIs

APIs

APIs

Formulation

management

Manufacturing

campaigns

ATP/CTP

Year 1 - 2021

Year 2 - 2022

Year 3 - 2023

Aspirational release plan over a 3 year horizon

Thank you

inixion: virtual customer day strategic roadmap

Documents