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Sage X3 2026 Release 1 continues the platform’s evolution with significant enhancements across APIs, automation, finance, distribution, manufacturing, e-invoicing and platform management. While many of the updates focus on technical improvements behind the scenes, the overall objective remains the same: helping organisations work more efficiently, integrate more easily and prepare for future digital processes.
For UK organisations, this release delivers practical improvements that strengthen operational efficiency while providing developers, finance teams and warehouse users with more powerful tools to automate everyday processes. From expanded GraphQL APIs and Mobile Automation enhancements to continued investment in e-invoicing and platform infrastructure, Sage X3 continues to build a more connected and scalable ERP platform.
Release 1 introduces several new GraphQL capabilities that further expand Sage X3’s integration framework.
Purchase Price Lists are now available through query operations, while Request for Quotes (RFQs) support both queries and mutations, allowing organisations to retrieve, create and update RFQ data through modern APIs. Purchase Shipment mutations also introduce shipment creation and tracking through GraphQL, helping businesses automate inbound logistics more effectively.
Supplier BP Invoices can now be created, modified and deleted using GraphQL, providing greater flexibility when integrating Sage X3 with external purchasing or finance applications.
These additions continue Sage’s move towards API-first integration, reducing reliance on custom development while making it easier to connect Sage X3 with wider business systems.
Manufacturing receives one of the largest API investments within this release.
Sage has completed the Manufacturing API framework by introducing the remaining nodes and properties required to support full create, read, update and delete operations. Bills of Material have been refactored for greater consistency, material tracking APIs have been improved and obsolete scheduling components removed.
These enhancements also prepare the platform for future Mobile Automation, Shop Floor Control and Web Scheduling capabilities, providing manufacturers with a stronger foundation for connected production environments.
The release also extends GraphQL coverage across other core business areas.
New mutation support has been introduced for Fixed Asset buildings and locations, while Project Management now supports Project, Budget and Time Entry mutations. Sales Invoice mutations, Purchase Orders and Purchase Returns are also available through GraphQL, giving organisations significantly broader integration options across finance and operations.
In addition, GraphQL queries have been enhanced with additional properties required by Sage Copilot, while performance improvements across Sales, Purchasing and Project Management help deliver faster responses for connected applications.
Sage X3 Automated Test Platform 5.0 introduces several enhancements designed to simplify automated testing and improve quality assurance.
Test suites can now parse and validate CSV and TXT files, compare generated outputs against expected results and automatically identify differences. Expected files, templates and actual outputs can all be attached to Allure Reports, making troubleshooting significantly easier during automated testing.
For organisations developing bespoke Sage X3 solutions, this provides greater confidence that integrations and custom developments continue to perform as expected.
Version 5.0 also delivers a number of framework enhancements that improve productivity for developers and testing teams.
GraphQL step definitions now support Monaco Editor, variables and stored values, while new automation steps have been added for SQL Designer. Date calculations have been expanded to simplify testing of time-sensitive scenarios, and the platform has been upgraded to Node.js 24 and WebdriverIO 9 to improve performance, browser communication and overall reliability.
Together, these enhancements strengthen Sage X3’s automated testing capabilities while helping partners accelerate development and deployment cycles.
Release 1 delivers several practical improvements for organisations using Sage X3 Mobile Automation.
A new ADC01 function profile groups together the standard functions required by warehouse users, simplifying user administration and deployment.
Purchase Orders can now be received simply by entering a shipment container number, while detailed stock allocations can be displayed directly within pick ticket transactions, giving warehouse operators greater visibility during order fulfilment.
Shipment tracking has also been enhanced through import support, allowing organisations to load shipment tracking information using the standard SHIP import template.
Several Mobile Automation transactions have been refactored to support easier customisation using Sage X3 Builder, including Stock Change by Identifier.
Support has also been introduced for ZPL printers within Mobile Automation, allowing businesses to integrate warehouse label printing more effectively into operational workflows.
Additional improvements around subcontracting receipts now allow manual lot selection when required, giving organisations greater control over inventory traceability and stock movements.
These updates continue Sage’s investment in warehouse efficiency, helping organisations reduce manual processes while improving operational accuracy.
E-invoicing continues to receive significant investment as organisations prepare for increasing digital tax and compliance requirements.
Users can now review supplier invoices before documents are created within Sage X3, providing an additional validation step before processing.
Invoice resend capabilities have also been introduced, allowing failed documents to be corrected and retransmitted directly from the outbound dashboard. Errors are clearly identified, enabling finance teams to resolve issues quickly without restarting the entire submission process.
This release also introduces a wide range of improvements supporting electronic invoicing across multiple legislations.
Enhancements include improved GLN management, support for electronic addresses, payment terms, invoice references, line-level discounts, outbound invoice selection, exemption codes and attachment handling.
Businesses can now onboard directly to either the Sage Approved Platform or Test Platform, while payment status synchronisation enables customer payment updates to be shared automatically across connected platforms.
Together, these changes continue Sage X3’s progression towards fully digital invoice processing while helping organisations prepare for evolving international compliance requirements.
Food & Beverage isn’t “just manufacturing.” It’s manufacturing with expiry dates, lot and batch accountability, tight margins, strict audits, and constant product and recipe change—all while customers and retailers expect perfect service levels.
That’s why ERP selection in this industry is fundamentally different.
Industry research highlights how Food & Beverage planning introduces unique demands—managing expiry dates, tracking lot and serial numbers, handling catchweight processes, and meeting strict compliance requirements like HACCP. These complexities don’t behave like generic discrete manufacturing or basic distribution workflows.
In that context, one signal stands out in 2025: independent research consistently places Sage X3 at the top of the shortlist for Food & Beverage organizations that need deep process manufacturing capability, traceability, and operational control—without the heavy overhead of enterprise ERP platforms built to do “everything.”
ERP marketing is full of vendor claims. What matters more is independent analysis designed to help buyers compare real operational fit.
Recent Food & Beverage ERP rankings place Sage X3 at the top, supported by ongoing market monitoring that draws on surveys, interviews, user forums, and industry panels—explicitly positioned as independent of vendor influence.
The takeaway: in 2025, Sage X3 isn’t just “an option.” It’s the ERP buyers repeatedly return to when Food & Beverage requirements are non-negotiable.
Many ERP projects fail in Food & Beverage for a simple reason: teams are forced to bolt industry-specific needs onto systems that weren’t designed for them. The result is spreadsheets, workarounds, and customizations that introduce operational risk.
Sage X3 takes a different approach. It’s positioned from the start as purpose-built for the sector, with core capabilities aligned to daily F&B operations—recipe management, quality control, regulatory compliance, and lot tracking.
Sage often describes this as “farm to fork” visibility, connecting supply chain, production, and finance to reduce waste and protect freshness through better control.
In Food & Beverage, recipes aren’t static documents—they’re living operational assets. Ingredient substitutions happen. Suppliers change. Regulations evolve. Version control matters.
Sage X3 supports formula management, versioning, and ingredient substitutions so manufacturers can adapt quickly without introducing chaos on the shop floor or risk in compliance.
In Food & Beverage, compliance isn’t periodic—it’s continuous. And when something goes wrong, response time is critical.
Sage X3 emphasizes embedded traceability and compliance, supporting operational realities like recall management, allergen reporting, expiration tracking, and labeling.
From a Mysoft perspective, this is where Sage X3 becomes a competitive advantage. When traceability lives inside the ERP—not across disconnected systems—businesses reduce risk, improve audit readiness, and respond faster under pressure.
Food & Beverage operations rarely operate under stable conditions. Demand shifts, shelf-life constraints, and production bottlenecks are the norm.
Sage X3’s production planning capabilities are designed around real manufacturing constraints—helping teams make scheduling decisions that balance demand, inventory, and capacity while reducing waste and lead times.
In an industry where profitability is often decided by small variances, better planning directly supports margin control.
In thin-margin industries, hindsight is expensive. By the time month-end reports surface an issue, the cost has already been absorbed.
Sage X3 complements core ERP functionality with analytics and reporting tools that provide shared, real-time visibility across operations and finance. The goal isn’t more dashboards—it’s faster alignment and earlier course correction.
ERP decisions ultimately come down to outcomes. Independent economic analysis of Sage X3 deployments points to strong ROI and rapid payback when the solution is implemented effectively.
That nuance matters. Results depend on scope, execution, and organizational maturity—but the signal is clear: when Sage X3 is deployed well, the business case is compelling.
There’s no universal “best ERP,” but Sage X3 is especially well suited for upper mid-market and mid-enterprise Food & Beverage organizations—typically those looking to replace heavier, less flexible systems that struggle with operational fit.
It may not be ideal for very small businesses or extremely large global enterprises, but it’s strong exactly where it’s designed to win.
Even the best ERP can fall short if it’s implemented as a generic IT project instead of an operational transformation.
Mysoft’s Food & Beverage focus reinforces that ERP selection in this industry is different—placing traceability, batch control, shelf-life, and compliance at the center. Combined with workflow acceleration and industry-specific enhancements, implementation becomes part of the ERP advantage, not an afterthought.
The message to Food & Beverage buyers in 2026 is simple:
Choose a platform built for F&B operating realities
Validate that choice with credible independent analysis
Execute with a partner who understands how Food & Beverage operations actually run
Sage X3 is checking those boxes—and the market is taking notice.
Sage X3 2025 R2 continues the steady modernisation of the platform with updates across APIs, automation, compliance, finance, distribution, manufacturing and the underlying infrastructure. The release is full of technical improvements, but the theme remains consistent: smoother integrations, stronger automation, cleaner compliance, and more flexibility for teams who build, test and operate Sage X3 every day.
Below is a clear, easy-reading walkthrough of what’s new.
The manufacturing API suite is now complete, with finalised endpoints for work orders and BOMs and new supporting nodes. This allows external planning systems, MES tools, or integration platforms to keep operations data aligned without relying on file imports or custom SQL.
Additional properties were added to multiple finance nodes, including accounts, ledgers, accounting codes, open items, periods, entry types, bank accounts, journal transactions, reminder groups and more. These improvements give external reporting tools richer and more consistent access to finance structures.
A new x3FixedAssetsData package introduces nodes for buildings, building addresses, asset locations, physical assets, and fixed assets. This provides a structured basis for synchronising asset information with maintenance systems or asset management tools.
A new COM_ITF_CUD mutation allows create, update or delete operations on product-site records. As with other mutations, the operation must be validated before use.
ATP 4.1.0 can now automate interactions with Sage Copilot Chat and Insights. This beta functionality allows test suites to simulate user prompts and confirm expected responses when building or testing Copilot-driven workflows.
Classic SOAP web services can now be tested through ATP with new navigation and verification steps. This helps organisations still relying on SOAP to validate responses in a consistent way.
ATP is now compatible with Java 21. Jenkins support for Java 17 ends in March 2026, so pipelines should start aligning with the new runtime.
ATP 4.1.0 includes several usability improvements:
Support for stored values when executing GraphQL queries and mutations
Improved file upload controls
New interactions for selecting dates through the calendar component
Enhancements to alerts, confirmations, landing pages and password fields
Consistency improvements to UI control steps
Swiss QR bills now use the S-format structure, which separates street and building number fields. This aligns with the November 2025 requirement.
Portugal receives updates across tax classification codes, VAT exemption date rules, rounding behaviour, ATCUD validation, and triplicate printing for transport documents. Print templates now include a specific field for defining return copy quantities.
French VAT box configurations were updated for boxes A1, A2, E1, 017 and B1 to align with new reporting rules.
SEPA formats camt.053.001.08, camt.054.001.08, pain.001.001.09 and pain.008.001.08 are now supported for 2025.
Belgian companies can now produce UBL e-invoices for Peppol using Sage’s technology partner TENOR. BELVCS and BCE numbers are included in UBL snapshots, and a new parameter manages e-invoicing methods.
New invoice types for BP invoices, Canary Islands SII changes, and an updated Model 216 are included.
Users are now notified if the VIES service is unavailable when validating EU VAT IDs.
XML structures were updated to meet 2025 compliance rules.
Auto invoices can now be communicated via the fiscal authority web service, with the returned ATCUD captured in Sage X3.
Mobile users can now confirm picked stock at location, lot, or serial level when pick tickets are in detailed allocation.
Purchase orders can be received simply by entering the purchase shipment number.
E-invoicing properties were added to business partners, customers and suppliers to support legislation-dependent sending rules.
Transactions such as miscellaneous issue, inter-site transfer and stock change by LPN were refactored for smoother customisation through Sage X3 Builder.
Composite codes can now be defined and scanned on pick tickets in global allocation, allowing multiple pieces of information to be encoded into one scan.
When invoicing receipts from multiple POs, only the lines matching the invoice supplier are selectable.
AP Automation now supports duplicate detection and tighter supplier matching by synchronising supplier data with the Sage AI directory. When a supplier is recognised, its directory information is prioritised during invoice extraction.
Inbound UBL processing was updated, including authorisation changes and revised synchronisation tasks.
Reporting for analytical balances and journal entry data now uses GraphQL APIs rather than direct database access.
Supplier e-invoices can be refused, statuses synchronised with Sage Network, and dashboards accessed directly from purchase and BP invoice screens.
Company, customer and supplier synchronisation processes were refined, including French routing data handling, incremental updates and enhanced logging.
New messages and clearer behaviour were added when bank currency differs from payment currency.
Physical asset imports now use the standard IMPPHYSYR script, ensuring proper validation and defaulting of origin data.
A new STOCLOPER parameter allows organisations to block stock period or fiscal year closures when issue price adjustments have not been posted, or to leave the process non-blocking. The CLOPER report reflects the same checks.
The new Web Scheduling version is available and introduces a single GraphQL-based connector, replacing the deprecated Web Services interface.
Material consumption on work order operations was refactored to support easier customisation through Sage X3 Builder.
API deployments now include asynchronous logging for clearer step-by-step visibility.
Oracle Database 19c is supported on Windows Server 2025 (from patch 19.27).
MongoDB 8 becomes the minimum supported version, with upgrades automated except for clusters/replicas.
Timestamp columns are excluded from triggers, improving update and migration performance.
Legacy Syracuse mobile clients (tablet/mobile URLs) are now fully deprecated.
Active users must have unique email addresses.
New MAXERR parameter controls how many errors can be logged per process.
Recurring tasks behave more predictably—deactivating a subtask no longer disables the entire group.
Signed JSON files can be imported to update Sage Network URLs securely.
computeValue and getValue events support richer expressions and package functions.
Nullable parameters are now allowed for Node script operations.
REST parameters support CLOBs, removing the former 250-character limitation.
A new Visual Studio Code extension simplifies Sage X3 Services development, including project import and generation.
Node bindings now enforce authorisations for reference fields and lookups.
Query tools (ALH, ALQ, ALT) now support activity codes and module-based security. Standard queries are protected by Sage factory ownership.
Data types can be personalised without being overwritten during standard patching.
Snapshot handling was corrected, with optimised event execution and an increased class collection limit (20 → 100).
A global validation of classes and representations is required after installing the release.
Runtime and print server prerequisites were updated (Oracle Instant Client, PowerShell, VC++ Redistributables, SQL utilities).
ZPL label printing performance has been improved through optimised condition handling.
ALOG and APLCOM tables are now retained in the Historical folder for complete logging continuity.
The Test Update function provides clearer conflict reporting before applying a patch.
Maximum fields per screen increased from 300 to 500.
Sage X3 Warehousing supports dedicated ADC badges and correctly updates user preferences after mutations.
Sage Copilot Chat and Insights can be activated or deactivated directly in Administration.
Sage X3 2025 R2 brings meaningful improvements across integrations, automation, compliance, warehousing, finance and the platform itself. The result is a smoother, more consistent and more modern system for users, partners and developers alike.
The future of ERP just got a lot smarter. At Sage Future 2025, Sage confirmed that Sage Copilot is officially on its way to Sage X3 — bringing AI-powered assistance, conversational queries, and real-time insights to the platform many of our customers rely on every day.
It’s not fully rolled out yet, but make no mistake: this is the beginning of a significant shift in how teams interact with their ERP systems. And at Mysoft, we’re here to help you stay ahead of the curve.
Think of Copilot as an intelligent digital assistant that works inside your ERP. Instead of digging through menus or building reports, you can just ask it questions — like “Which orders are running late?” or “What’s changed in our stock levels this week?”
Right now, the initial focus is on sales and distribution, but Copilot will keep evolving to support finance, supply chain, and manufacturing roles too.
Here’s what we’re most excited about:
– Talk to your data – Use plain English to find the answers you need, fast.
– Stay ahead of issues – Get alerted when something looks off, like delayed shipments or dips in order volume.
– Clear, real-time visibility – No more piecing together spreadsheets — just ask, and Copilot tells you what’s going on.
– Less admin, more impact – Invoice handling and data entry can be automated, freeing up time for bigger thinking.
If you’re in distribution, food & beverage, or manufacturing, this has real-world value:
– Spot supplier delays before they affect production
– Take quick action when key accounts go quiet
– Help your teams spend less time on manual tasks
It’s about being faster, more informed, and more in control — something every growing business needs.
Sage has officially announced global availability, but the rollout is phased. Early users are getting access first, with more features opening up as they go. If you’re wondering when you’ll see it in your system, the answer is: soon — but not just yet.
This is where Mysoft comes in. We’re:
– Reviewing current X3 environments to check Copilot readiness
– Assisting customers in identifying the areas where Copilot could add real value
– Keeping everyone updated as new functionality becomes available
If you’re curious about what this means for your business or just want to be in the loop, we’re here to help.
Copilot isn’t just another update — it’s a shift in how teams will use Sage X3 every day. It’s about making your ERP more human, intuitive, and responsive.
And as always, we’ll be right there with you as these tools land.
Want to be Copilot-ready? Get in touch with us to find out what to expect and how to prepare.
The Sage X3 2025 R1 release is packed with updates across APIs, testing, compliance, finance, manufacturing, platform, and development. On paper, it’s a long technical list. In reality, these changes aim to reduce manual work, strengthen compliance, modernise integrations, and make life easier for everyone from finance teams to factory operators and developers.
Below is a clear, user-focused walkthrough of what’s new – and why it matters.
Sage X3 now delivers a GraphQL mutation for products via the COM_ITM_CUD operation. This allows you to create, update, or delete products programmatically.
You can:
Create or update a product with one linked supplier
Create or update a product with one linked customer
While there are limits on multiple customer or supplier links, this still brings a big step forward for integration scenarios. For example, if you maintain a product catalogue in an external system or e-commerce platform, you can now synchronise core product data with Sage X3 in a controlled, modern way rather than relying on file imports or manual maintenance.
You’ll need to validate the COM_ITM_CUD operation before using it, which is a good safeguard to ensure changes are properly configured and tested.
Sage X3 Automated Test Platform 4.0.0 is now compliant with Node.js 22.11 – and importantly, Node is bundled with the platform.
That means:
You no longer need to install Node.js separately on local machines or Jenkins servers
A compatible Node version ships with the ATP library itself
In practice, this simplifies setup considerably. IT and DevOps teams can avoid version conflicts and save time on environment preparation, especially when maintaining multiple pipelines or test environments.
The Automated Test Platform now supports PDF validation, including:
Parsing PDFs
Verifying expected text in PDF content
Comparing expected vs actual values
Attaching parsed PDFs, original files, and controlled values to Allure reports
For organisations that rely heavily on printed or PDF documents—such as invoices, statements, and regulatory reports—this is a big win. You can automatically confirm that critical values (like totals, VAT, references, or legal text) appear correctly, catching layout or content issues before customers or auditors do.
Nexus is no longer required for ATP deployments:
The client installer now ships with the ATP library and the required Node.js version. You don’t need separate Node or Nexus setups on local machines.
The Jenkins installer can install and update ATP directly in pipelines, again with Node bundled in. You can even run different ATP versions for different Sage X3 or Sage X3 Warehousing environments.
This makes upgrade and maintenance cycles much easier. Teams can standardise test environments without wrestling with external repositories or mismatched versions.
4.0.0 also brings a number of quality-of-life enhancements:
Allure attachments now treat XML files as proper XML types
Generic dates used by ATP are attached to reports
Skipped tests no longer distort success rates
New step definitions give you more control when testing the UI and data, for example:
Choosing the operator type when filtering a table column
Controlling local and non-local date formats in tables
Parsing XML stored in CLOBs
Using stored values in drop-down lists
Testing table row action visibility and whether images are defined in table cells
Setting time values
These enhancements help QA and technical teams build richer, more reliable test suites that reflect real business use cases rather than just simple screen checks.
The rules for annual tax on company cars in France have been updated for 2024, and Sage X3 now includes new reports FAS2857-2024 and FAS2857-2024 Annual tax return.
The system now:
Uses updated CO₂ and pollutant emission tax rates
Applies different calculation rules depending on first use date, lease start date or purchase date
Applies specific categories for electric vehicles and more polluting vehicles
For French organisations with large vehicle fleets, this reduces the risk of miscalculations and ensures that year-end tax declarations are based on the latest legal guidance.
For Germany, outbound e-invoices now support ZUGFeRD using Sage Network’s transformation service.
In real terms, this makes it easier to:
Generate compliant e-invoices
Send them by email directly to customers
Stay aligned with German e-invoicing standards without building complex custom integrations
Spain continues to evolve its VAT and reporting landscape. Sage X3 has been updated with the latest government changes for forms 190, 193, 296, 349, 303, and 390, plus updates for SII and Batuz communications.
This allows Spanish entities to submit accurate data without manual intervention or last-minute report adjustments, which is particularly important during busy filing periods.
To support Spain’s anti-fraud law, Sage X3 has enhanced both VeriFactu and non-VeriFactu processes:
Updated messages and bundles
A new parameter to manage VeriFactu at site level
Communication for non-VeriFactu cases (currently in test context)
A Tax agency enquiry function to retrieve status directly
QR information added to Facturae XML files
Batch tasks to manage large volumes of records
For Spanish companies, this means more automation and traceability when interacting with tax authorities, reducing manual follow-ups and uncertainty around invoice statuses.
Inflation rates for asset revaluation in Portugal have been updated for 2024, ensuring asset valuations are compliant with the latest legislation. This is especially important for organisations with significant fixed assets, where even small rate changes can have a material impact on the balance sheet.
You can now configure your own composite code structure using the Composite code settings function and scan those codes in Mobile Automation Purchase receipt and Stock change pages.
This is ideal for warehouses using labels that encode multiple pieces of information (e.g. product, batch, quantity), as staff can scan once instead of entering several fields manually.
Key distribution transactions—such as Purchase receipt, Intersite transfer, Stock change, Miscellaneous receipt, and Miscellaneous issue—have been refactored to be easier to customise via Sage X3 Builder.
This makes it more practical to tailor mobile processes to your exact operational needs, without creating fragile or hard-to-maintain developments.
You can now:
Perform stock changes by LPN even when stock lines are in analysis request (with safeguards if quality control has started)
Mark a pick ticket as deliverable using a dedicated API
Search for products by UPC in View stock by product-site
Scan serial numbers to filter and select stock lines in intersite transfers
These enhancements help warehouse and logistics teams move stock more accurately and efficiently, especially in environments with high scanning usage and complex serial or batch management.
For Portuguese EFAT, you can define a minimum date range of one month, ending on the last registration day of that month. This provides more precise control over the reporting period and reduces confusion when reconciling tax submissions.
Supplier data can now be synchronised with the AP Automation service to improve vendor matching. This helps AP teams avoid duplicate vendor records and misassigned invoices, particularly when using AI-based invoice capture.
A number of e-invoicing features that technically arrived in 2024 R2 are now fully documented and continue to evolve in 2025 R1:
Activation via activity code (EINV) and licence
Dedicated data synchronisation between Sage X3 and Sage Network
Mapping of intercompany invoices to avoid duplication
Bulk submission of UBL + PDF invoices to Sage Network and Sage Connect
Status tracking for invoices sent through Sage Network
Utilities to adjust key e-invoicing and AP automation settings
This framework lays the groundwork for compliant, automated e-invoicing flows across multiple countries, reducing email-based and manual exchange of invoices with customers and suppliers.
You can now use an AI-powered assistant to process inbound invoices:
Upload PDFs, images or XML files (or send them via email)
Let the Sage AI service extract the data
Review and confirm
Create a purchase invoice in X3
This significantly cuts down manual data entry in accounts payable, reduces typing errors, and frees staff to focus on exceptions and approvals instead of rekeying information.
Data Clean and Control now:
Shows all addresses for a business partner
Lets you validate and update them against the French SIRENE database
Allows you to control how many records appear in control lists via an activity code
Resets validation status when records are updated
Lets you deallocate records from users
This helps keep master data clean and legally correct, especially where addresses and registration details are critical for invoicing and compliance.
A new Analytical balance variances function lets you compare closing balances for one year against opening balances for the next. If differences exist, you can import adjustments or correct balances manually.
This is a practical tool for finance teams who need clear audit trails and accurate carry-forward balances across fiscal years.
Germany’s Umsatzsteuer-Voranmeldung and Dauerfristverlängerung forms are now compliant for 2025, with an updated ELSTER client. That keeps German entities aligned with mandatory electronic VAT submission requirements.
You can now define how lots are sorted in FEFO (First Expired, First Out) scenarios in the Weighing function. This ensures that operators are prompted with the right lots in the right order, reducing waste and strengthening shelf-life compliance.
The weighing process has been enhanced to handle:
Containers already partially weighed, with an option to skip scale reset
Cumulative, mixed and multi-product weighing for complex packaging scenarios
For industries like chemicals, food, or pharmaceuticals, this better reflects real production conditions and reduces rework on the shop floor.
Additional refinements include:
Requiring a non-zero weight to validate cumulative weighing
Better handling of lots when components are allocated over several lots
Displaying toxicity codes and pictograms during weighing for up to six warnings
These changes support both accuracy and operator safety.
You can now manage Sage Network service URLs centrally, update them via an official JSON file, and ensure that services continue working even if endpoints change. This gives IT teams a cleaner way to keep integrations up to date without code changes.
DTS can now be used to onboard companies and transform invoice documents into the correct digital format. This supports e-invoicing projects where different formats need to be harmonised into a single standard.
Key platform changes include:
TLS support between Syracuse and Sage X3 Services
A more informative internal load balancer UI
Advanced orchestration for grouped tasks (run in sequence, in parallel, or with conditions)
Native 4GL JSON handling and a Boolean type
Improved batch server query management
Print job load balancing across destinations
Support for indexed and materialised views for better performance on complex queries
Stronger trace, log, and MongoDB security defaults
7-Zip, runtime, and OS prerequisite updates
Support for Windows Server 2025 (with caveats), Red Hat and Oracle Linux 9
Syracuse moving to Node.js 22 and installers migrating to IzPack 5
Together, these keep Sage X3 aligned with modern infrastructure standards, improving performance, resilience, and security.
A structured onboarding process now automates connecting companies to Sage Network for AP Automation, with a clear Connected status when onboarding is complete.
Sage X3 Builder now supports:
A Node script operation type to run TypeScript logic on Sage X3 Services
A full Sage X3 Services installation and update pack based on IzPack
A deployment agent to deploy APIs and UI pages through Syracuse without using the developer studio directly
This lowers the barrier for partners and technical teams to deploy extensions and keep environments aligned.
Mutations can now use a Class method for create, update and delete operations, offering more structured development patterns.
Standard local menus are generated as enums in API packages, making them easier and safer to use in partner developments.
A Visual Studio Code extension now supports Sage X3 Services development projects, simplifying installation and version management for developer environments.
Sage X3 2025 R1 is a very technical release on the surface, but the underlying theme is clear: less manual effort, stronger compliance, smoother integrations, and more robust infrastructure. Whether you’re in finance, operations, IT, or development, there are tangible improvements here that should make day-to-day work easier and more reliable.
Wholesalers and distributors face increasing demands for speed, real-time stock visibility, and cost efficiency. AI optimises supply chains by automating tasks and offering predictive insights, enabling companies to become agile, data-driven enterprises. This blog explores AI’s impact on sourcing, logistics, and fulfilment, and why embracing it is essential.
Demand Forecasting & MRP: AI analyses sales, customer feedback, and economic data to generate precise forecasts, aligning with MRP for efficient procurement.
Supplier Evaluation: AI assigns performance scores to suppliers, helping businesses prioritise top-performing vendors.
Warehouse & Inventory Management: Machine learning optimises stock placement and triggers clearance sales for perishable or slow-moving items.
Freight & Logistics Optimisation: AI determines the best freight routes and carriers, factoring in traffic and costs.
Quote-to-Cash & B2B eCommerce: AI enhances upselling, automates credit checks, and accelerates sales cycles with personalised recommendations.
Data Quality & Governance: Clean, structured data is essential for AI accuracy. ERP systems like Sage X3 centralise transactional data for better AI integration.
Change Management: Employees need training and engagement to adapt to AI-driven processes.
Scalable Cloud Infrastructure: Cloud-based ERPs ensure seamless AI integration and real-time data processing.
Ethical AI Use: Transparent, secure AI systems help prevent bias and privacy issues.
Companies leveraging AI in supply chains see:
Lower Inventory Costs: Accurate demand forecasts prevent overstocking and shortages.
Improved Vendor Relations: AI-driven performance monitoring fosters stronger partnerships.
Faster Response Times: Real-time analytics mitigate supply chain disruptions.
Higher Customer Satisfaction: Reliable deliveries and responsive service boost retention and sales.
AI is transforming wholesale and distribution, improving efficiency from demand forecasting to freight optimisation. However, success depends on strong data governance, cultural adaptability, and cloud-based integration. With these elements in place, AI becomes a catalyst for scalable growth.
Stay tuned for deeper insights into AI’s role in inventory management, MRP workflows, and B2B eCommerce to future-proof your business.
In our last blog, we discussed the importance of responsible AI implementation. But as AI becomes more embedded in finance workflows, the challenge shifts from adoption to accountability. So, how can organisations build trust in AI systems while maintaining transparency for finance teams, regulators, and wider stakeholders?
At Mysoft, we believe building that trust starts with strong governance, continuous improvement, and the right platform foundation. Here, we explore practical strategies — and how Sage Intacct supports them.
Balance Risk and Innovation
By unifying your financial data in a secure, cloud-based environment, Sage Intacct reduces the risk of fragmented inputs — improving the reliability of any AI system built on top.
With built-in audit trails, permission-based access, and strong data controls, Sage Intacct supports compliance with frameworks like GDPR, IFRS, and industry-specific rules.
Sage Intacct’s open APIs let you plug in AI tools and data analytics platforms seamlessly. You can display AI-driven insights alongside KPIs via real-time dashboards, helping teams validate outputs and act with confidence.
Its modular design means you can scale at your own pace — from automating workflows to integrating advanced analytics. Ongoing support and training resources also keep your team ahead of the curve.
Building trust and transparency in an AI-driven financial future isn’t just about technology—it’s about people, processes, and principles. From fostering a culture of openness and continuous learning to implementing robust governance frameworks, responsible AI adoption calls for thoughtful planning and execution. With platforms like Sage Intacct providing a secure and scalable foundation, finance leaders can confidently unlock AI’s transformative power while maintaining the highest standards of integrity.
This concludes our three-part blog series on AI in Accounting and Finance. By adopting AI responsibly, governing it ethically, and embracing transparency, your organisation can thrive in this new era—delivering enhanced value to customers, shareholders, and society alike.
In our last blog, we explored how AI is transforming finance — from streamlining operations to unlocking real-time decision-making. But as AI becomes more embedded in financial processes, the conversation naturally shifts from what it can do to how it should be used.
At Mysoft, we believe adopting AI responsibly is just as important as adopting it at all. This post dives into what responsible AI means for finance teams — and how platforms like Sage Intacct support that balance between innovation and governance.
AI legislation is evolving quickly. The EU’s proposed AI Act will categorise AI tools by risk, while the UK’s ICO continues to publish guidance on algorithmic transparency and data protection. For finance teams already navigating tight regulations, a clear AI governance framework helps avoid fines, reduce risk, and maintain trust.
AI runs on data — often lots of it. That amplifies the importance of privacy and cybersecurity. Regulations like GDPR demand transparent data handling, especially in automated decision-making. And because large datasets can be tempting targets, keeping them secure is essential for maintaining stakeholder confidence.
AI doesn’t just process data — it reflects it. If training data includes bias, outcomes can be unfair or discriminatory. Whether it’s credit checks, vendor selection, or forecasting, biased AI systems can erode public trust. Responsible use isn’t just a compliance issue — it’s a brand issue.
Start by defining what success with AI looks like. Is it improving forecasting? Reducing manual effort? Enhancing reporting? Then assign ownership — ideally at the CFO or Finance Director level — to ensure alignment with strategy and compliance.
Audit the data used in AI models regularly. Tools like Sage Intacct already help ensure data is centralised and consistent. But biases can still creep in. Build processes that flag and fix anomalies before they impact decision-making.
Automation shouldn’t mean abdication. Keep experienced professionals involved in decisions like credit approvals or risk assessments. New “glass box” AI tools can explain how predictions are made — a big step forward for transparency.
AI isn’t a “set it and forget it” tool. Models degrade as conditions change. That’s why ongoing monitoring and recalibration are vital. Some organisations are even setting up internal AI governance boards to oversee this process.
We see Sage Intacct as more than a finance platform — it’s a smart foundation for trustworthy, scalable AI adoption.
With Sage Intacct’s unified data model, you eliminate silos and improve data consistency. That makes any AI model more reliable — because the input data is cleaner.
Every user action and transaction is logged automatically. These detailed audit trails are invaluable when demonstrating GDPR compliance or reviewing AI-driven decisions.
Sensitive data stays secure thanks to Sage Intacct’s fine-grained access controls — a key part of responsible data use.
Its open APIs let you plug in external AI tools or analytics platforms easily — from expense automation to predictive cash flow modelling. And its real-time dashboards help finance teams monitor those insights and act with confidence.
As your AI capabilities evolve, Sage Intacct scales with you — no need for complex infrastructure changes. Its modular design also means you can adopt new features at your own pace.
Yes, ethical and governance frameworks introduce new steps — but they don’t stifle innovation. In fact, they strengthen it. With the right guardrails in place, AI becomes more trustworthy, accurate, and impactful.
The organisations that thrive in the AI era won’t be the ones who moved fastest — they’ll be the ones who moved smartest.
In our next post, we’ll explore how to build trust and transparency around AI insights — so finance teams, regulators, and stakeholders are all aligned as this tech becomes core to operations.
Inventory management is critical for wholesalers and distributors, where balancing supply and demand directly impacts profitability and customer satisfaction. AI offers powerful tools to optimise stock levels, reduce carrying costs, and adapt quickly to market changes. This blog explores how AI-driven demand forecasting and real-time stock accuracy can transform inventory processes, reduce waste, and enhance operational efficiency.
Traditional inventory systems often rely on manual processes and static reports that fall short in today’s dynamic environment. AI brings the following advantages:
Demand Forecasting: By incorporating historical data, promotional calendars, and external events like weather changes, AI predicts demand with remarkable precision. Advanced models also factor in seasonality and promotions to minimise stock-outs and overstock.
Real-Time Stock Visibility: IoT sensors, RFID tags, and AI-powered cameras track stock location and status, reducing manual errors and ensuring up-to-date inventory insights.
Dynamic Allocation: AI optimises stock distribution across warehouses, shifting inventory based on regional demand and lead times to ensure consistent availability.
Expiry and Obsolescence Management: AI flags items nearing expiry or obsolescence, enabling timely discounts or prioritised shipping to minimise waste.
To fully leverage AI, businesses need:
Integrated Systems: Platforms like Sage X3 centralise stock, sales, and purchasing data, ensuring seamless AI integration.
Data Quality: Clean, standardised data underpins accurate predictions and insights.
Team Training: Employees must be trained to interpret AI-driven insights and combine them with human judgment.
Scalable Infrastructure: Cloud-based solutions provide the flexibility to scale AI capabilities as business needs evolve.
Sage X3 acts as a backbone for AI initiatives with features like real-time visibility, scalable architecture, and open APIs for integrating forecasting tools. By combining AI with Sage X3, businesses can transform inventory management into a strategic advantage.
AI has revolutionised how wholesalers and distributors approach inventory—from precise demand forecasting to smarter allocation and waste reduction. The key to success lies in robust data governance, team adaptability, and seamless technology integration. Stay tuned for our next post, where we’ll explore AI’s role in MRP and production planning.
We are excited to announce the release of Sage X3 2024 R2, a significant update that enhances connectivity, customisation, compliance, and security. This version introduces new features designed to streamline operations and improve user experience.
Enhanced Connectivity with Sage Network
The 2024 R2 release integrates Sage X3 with the Sage Network, providing access to a suite of features and services, including e-invoicing, accounts payable/accounts receivable automation, and artificial intelligence capabilities. This connectivity facilitates seamless business processes and improved efficiency.
Introduction of Sage Shop Floor Control
A notable addition is the Sage Shop Floor Control, a cloud-based application tailored for mid-sized manufacturers. This app simplifies shop floor operations, offering an intuitive interface and real-time data access to enhance productivity and operational oversight.
Platform Modernisation and Security Enhancements
Sage X3 2024 R2 includes platform-level improvements that bolster security and performance. Upgrades such as enhanced secure SQL Server connections and support for Microsoft SQL Server for Linux expand database platform support, ensuring a robust and secure environment for your business operations.
Developer Productivity Boost with Sage X3 Builder
This release introduces significant improvements to the Automated Test Platform (ATP) with version 3.3.0, offering enhanced control over XML file content and tools to test e-invoice/e-credit-note conformance. Additionally, compatibility with Node.js 18 provides better performance and access to the latest features, streamlining the developer experience.
User Experience Enhancements
The update brings several user experience improvements, including interface refreshes for better readability, TreeView display enhancements with width auto-adjustment, and grid enhancements allowing for resizing. These changes aim to make navigation more intuitive and efficient.
Mobile Automation and Preventive Maintenance Improvements
Enhancements in mobile automation include extended customisation options, flexible search capabilities, and easier selection of stock lines. Preventive maintenance features now offer flexible viewing options, streamlined navigation, and setup options to define the number of entries and days, providing a more tailored user experience.
At Mysoft, we are committed to helping you leverage these new features to optimise your operations. Our team of experts is ready to assist with deployment and provide guidance tailored to your business needs. Contact us today to learn more about how Sage X3 2024 R2 can benefit your organisation.
In today’s digital-first world, businesses generate vast amounts of data about operations, customers, and financial performance. However, having data is only half the battle; transforming it into actionable insights is where the real value lies. Visual, data-driven storytelling is emerging as a crucial tool for finance teams looking to make better decisions and communicate effectively with stakeholders.
While traditional financial reports provide valuable historical data, they often fall short of offering real-time insights or highlighting key trends. When data is buried in spreadsheets and siloed across departments, it’s difficult to access and lacks context. This not only slows down decision-making but also increases the risk of missed opportunities.
A study by Foundry revealed that 69% of organisations are already exploring or using visual dashboards to consolidate and present information. Gartner predicts that by 2025, data stories will become the most widespread method for consuming analytics. The future of financial reporting lies in interactive and visually engaging formats.
Visual dashboards are more than just a collection of charts and graphs. They provide context, tell a story, and empower users to dive deeper into their data. For finance teams, this means being able to:
Discover connections and trends that might not be evident in spreadsheets.
Access real-time data to predict future performance rather than just reflecting on the past.
Make faster, more informed decisions that drive organisational growth.
One success story is Quicksilver Express Courier, a last-mile delivery service that struggled with profitability visibility at the vehicle level. The company could drill down into profit and loss by truck by adopting Sage Intacct. This newfound insight uncovered areas of overpayment and inefficiency, resulting in savings of £100,000 a year on workers’ compensation insurance and profitability improvements of up to 25% in certain locations.
Finance isn’t just about numbers; it’s about communicating what those numbers mean. Dashboards make it easier for finance leaders to share insights compellingly, using narratives and visuals that engage stakeholders. Instead of a static report, a well-designed dashboard can:
Highlight why certain metrics matter.
Provide a clear picture of what’s working and what’s not.
Inspire confidence in proposed changes or strategies.
Customisable dashboards allow teams to experiment and adapt in real time. Whether it’s testing new processes or exploring growth opportunities, having access to up-to-date information ensures decisions are grounded in reality. As Scott Freedman, Director of Marketing at Sage Intacct, says, “Real-time insights enable you to look backwards or forward, predicting future results with confidence.”
Embracing visual financial reporting isn’t just a technological upgrade; it’s a strategic investment in organisational growth. By making data accessible, meaningful, and actionable, finance teams can become true enablers of business success.
Discover how Sage Intacct can transform your financial reporting with tailored dashboards and real-time insights.
The Sage X3 2024 R2 release brings a fresh wave of improvements across APIs, testing, compliance, distribution, finance, manufacturing, platform performance, and development. While the release notes are extensive, the real value comes from understanding how these enhancements reduce daily friction, support compliance, and make operations more scalable. Below is an easy-to-digest breakdown of the most impactful updates — and why they matter for teams using Sage X3 every day.
Sage X3 now offers expanded GraphQL APIs to enable customers or e-commerce platforms to create and update sales orders directly. This matters for businesses wanting smoother self-service ordering. Instead of manually reentering orders received through online storefronts or customer portals, the API ensures data flows instantly and accurately into the ERP, reducing errors and freeing customer service teams to handle more strategic requests.
New GraphQL endpoints for warehousing offer modern, scalable ways to integrate logistics processes. Organisations with automated picking systems, external WMS integrations, or custom mobile apps can now synchronise stock movements more reliably. This helps warehouses reduce bottlenecks and eliminate delays caused by outdated or custom-built integrations that rely on older technologies such as SOAP.
With Jenkins now requiring Java 17, the Automated Test Platform 3.3.0 provides full compatibility with both Java 11 and 17. While teams can continue operating on Java 11, transitioning to Java 17 ensures smoother upgrades, better performance, and long-term stability. This helps IT teams avoid unexpected interruptions when updating CI/CD pipelines.
The test platform now supports controlling XML content and validating e-invoice and e-credit note conformance. With increasing international requirements around electronic invoicing, businesses can automate compliance checks to catch issues long before files reach tax authorities. This drastically reduces manual validation work for finance teams and limits the risk of rejected filings.
Platform updates include compatibility with Node.js 18, new step definitions for XML control, expanded quick-filter interactions, improved progress visibility during test execution, and better Allure reporting. These improvements streamline automated testing for development teams, making it easier to diagnose issues quickly and maintain stable test suites as business processes evolve.
For suppliers paid in 2024, Sage X3 now generates UTF-8 encoded DAS2 files to meet new French requirements. Ensuring correct encoding prevents rejected filings and helps finance teams submit compliant declarations without needing external tools or manual file corrections.
French decree 2022-1299 introduces new invoice formatting requirements, including operation types, structured identifiers, and optional tax notices. Sage X3 now embeds these legally required details directly into invoice printouts. This removes the need for custom reports or manual annotations, reducing errors and keeping companies compliant by default.
Spain’s latest changes to forms 303, 347, 349, 193, and 296 are now reflected in X3. The SII tool has also been improved to support managing sites and sending/receiving invoices in the Canary Islands — a region with unique tax rules. These enhancements spare finance teams from manual data adjustments and help ensure smooth reporting across Spanish jurisdictions.
Sage X3 now supports SAF-T extraction for auto-invoices for multiple suppliers. This is particularly helpful for companies with large supplier networks, as each supplier’s data is cleanly separated into its own file, reducing reconciliation time.
Early-access features for Verifactu and non-Verifactu processes include integrity checks, event generation, QR code creation, and hash code generation. While still not intended for production, these features show the direction Sage X3 is heading as Spain finalises strict anti-fraud regulations. Staying ahead of these changes ensures that businesses will be ready once enforcement becomes mandatory.
The system now supports declaration code 107 for specialised VAT reporting. This is key for industries operating in forestry or manufacturing sectors where misclassification can lead to compliance penalties.
ISO 20022 will soon prohibit unstructured addresses. Sage X3’s adoption of structured addresses ensures businesses won’t face bank file rejections starting in 2026. This reduces the risk of payment delays and failed transfers for financial operations across Europe.
The stock site now displays consistently across all mobile pages, making it easier for warehouse users to confirm they’re working in the correct location — especially useful when teams handle multiple sites.
Default receiving locations can now be automatically populated for purchase, miscellaneous, and intersite receipts. This reduces input errors and accelerates receiving workflows, particularly when dealing with repetitive stock movements.
Stock valuation records can now be initialised in batch via the updated function FUNCREPIT. For companies managing large stock portfolios, this speeds up financial period-end processes and simplifies reconciliation.
Users can now:
Search suppliers by name during purchase receipts
Search stock count lines by UPC
Issue stock in units different from the stock line
Filter by License Plate Number during allocations
These enhancements improve mobile usability and accuracy, particularly in fast-paced warehouses where scanning and quick identification are critical.
When reversing journal entries, VAT dates now automatically align with either the reversal date or document date based on configuration. This prevents discrepancies in VAT declarations—helping finance teams maintain accurate tax reporting without manual corrections.
You can now delete in-progress VAT returns if no actual extraction is linked. This allows finance teams to clean up test data or restart processes without leaving behind incomplete or conflicting records.
Portuguese and Spanish legislations can both use the Bank File (Portugal) field in single-legislation folders, providing more flexibility for multinational organisations.
A new cloud-native Shop Floor Control app allows operators to start, stop, pause, and review work order operations. This real-time tracking reduces paperwork, improves time accuracy, and supports better production reporting.
The GraphQL API now covers components, purchase orders, and BOMs. Combined with a simplified installation process, businesses get easier integration and faster deployment of scheduling capabilities.
Lot selection screens, full-touch mode support, and clearer messages help operators avoid misreads and errors while weighing materials. New parameters also ensure better control for scales using modern protocols.
Production, purchasing, and quality control lead times now display directly in MRP/MPS inquiries, giving planners a clearer picture of realistic replenishment timelines.
Administrators can now register their organisations to unlock Sage Network services such as Data Clean & Control, e-invoicing, AI services, and online licensing. Centralising these features helps companies streamline onboarding and prepare for future enhancements.
New 4GL capabilities allow developers to compress files directly on the server. This helps simplify custom processes involving file transfers, backups, or report packaging.
Major updates include:
Secure SQL connections for print servers
Microsoft SQL Server for Linux support
Authentication via Sage accounts
JavaWeb Server, Apache, OpenSSL, and Tomcat updates
MongoDB upgrade to version 7
Syracuse security enhancements
64-bit print server framework
These changes improve system stability, performance, and security across the application.
User interface improvements — automatic tree width adjustments, vertical sizing for grids, enhanced log reading, and reduced locking issues — make everyday navigation smoother and reduce downtime caused by session locks or slow log inspection.
Developers can now manage CLOBS and BLOBS in GraphQL mutations, opening doors for richer custom integrations involving large data or documents.
Core pages and TypeScript code are now available directly in the Developer Studio, enabling cleaner and more maintainable extensions to mobile workflows.
New parameters allow administrators to control how many GraphQL operations run in parallel. This helps optimise performance during heavy workloads or complex customisation processes.
Sage X3 2024 R2 delivers a broad range of functional, regulatory, and technical improvements that directly address real-world needs — from automating compliance and strengthening APIs to enhancing warehouse productivity and improving platform security. These updates help organisations operate more efficiently, stay compliant, and prepare for the future of digital operations and connected services.
Selecting the right Sage X3 support partner is a critical decision that can significantly impact the efficiency and effectiveness of your business operations. In this final part of our blog series, we will delve into the common evaluation criteria and decision-making factors to consider when choosing a Sage X3 support partner. Understanding these factors will help ensure that your business partners with a provider who not only meets your current needs but also supports your long-term growth and success.
When evaluating potential support partners, it’s essential to consider their experience and expertise with Sage X3. Look for partners with a proven track record of successful implementations and support for businesses similar to yours. Case studies, testimonials, and references can provide valuable insights into their capabilities.
Expertise in development is a crucial factor. Assess the partner’s background in creating custom solutions and developing plugins or applications that enhance Sage X3. Mysoft, for example, has an extensive background in development, having designed over 10 plugins and owning its own IP, X3CloudDocs. Such development expertise can be a significant asset, ensuring that the support partner can tailor solutions to meet your specific needs.
Evaluate the SLAs offered by potential partners. Clear and measurable response and resolution times are crucial for minimizing downtime and ensuring that issues are addressed promptly. SLAs should be aligned with your business’s operational requirements and expectations.
Consider the support partner’s availability and support hours. Ensure that they offer support during your business hours and have provisions for emergency support outside of regular hours. This is especially important for businesses operating across multiple time zones.
Your business may have unique requirements that demand tailored solutions. Assess whether the support partner is capable of customizing their services to fit your specific needs. Flexibility in adapting to your business processes and requirements is a key factor in ensuring a successful partnership.
Evaluate the partner’s ability to integrate Sage X3 with other systems and applications your business uses. Seamless integration is essential for maintaining efficient workflows and ensuring that your systems work harmoniously together.
Effective communication is vital for a successful partnership. Assess the potential partner’s communication practices and their approach to transparency. Regular reporting on support activities, issue resolution, and system performance can help you stay informed and make data-driven decisions.
A good support partner should work collaboratively with your internal team. Evaluate their approach to collaboration and their willingness to work closely with your team to understand your business processes and provide proactive support.
Assess the partner’s onboarding process and the training they provide to your team. A smooth onboarding process and comprehensive training can ensure that your team is well-equipped to utilize Sage X3 effectively and make the most of the support services.
Consider the level of ongoing support provided by the partner. Regular updates, proactive maintenance, and continuous improvement initiatives are signs of a partner who is committed to your long-term success.
Choosing the right Sage X3 support partner involves careful evaluation of multiple factors. By considering technical expertise, SLAs, customisation capabilities, communication practices, and customer support, you can make an informed decision that aligns with your business goals. A strong support partner can not only resolve issues promptly but also contribute to the overall growth and success of your business.
At Mysoft we focus on helping your company to achieve the highest level of efficiency and agility possible. Our extensive and diverse experience in understanding ERP allows your business to unlock its full potential using Sage X3. Our expert team combines advanced Sage X3 knowledge with a wealth of real-world business, financial and IT experience.
Mysoft is UK’s first Sage X3 partner, with over 400 years of experience on the platform collectively. Working with Mysoft means you are working with the most experienced team of Sage X3 professionals. All our support agents are highly experienced with Sage ERP, and undergo regular training.
Mysoft only implements and supports Sage X3 and its eco-system, and with our large team and deep experience on the platform, we are confident that we are one of the leading X3 partners globally. We live and breathe Sage X3.
Mysoft leverages our long-standing and close partnership with Sage to ensure a speedy and satisfactory outcome for our support customers.
Mysoft will respond immediately to Category 1 tickets, and at within only 5 hours on Category 4 tickets.
Whether you prefer to phone, email or log in to your ticket on our support portal, we are here to assist you.
Only ~2% of tickets raised with Mysoft go to Sage; so almost all tickets will be resolved quickly by Mysoft – allowing your business to continue uninterrupted.
It is important not to shy away from the fact that there will be challenges if a business wishes to change their support partner. But you must remember that there are also solutions. A plethora of unique solutions are available to each business’s needs and requirements.
In this blog we will discuss the challenges that a business may encounter on this journey. We will offer some suggestions of ways you can prepare if you choose to explore this option.
Support of another party’s Intellectual Property (IP) can be challenging. With many variables including the quality of documentation and development, or transparency of source there can also be legal or other restrictions on the supportability of IP in an X3 installation.
IP is typically owned by the developing party, not the client – unless otherwise stated within the customer contract. Therefore, any modifications or integrations to the customer’s X3 system may be considered the IP of the existing partner. The customer will need to check contracts and understand the implications of moving to another partner.
Mysoft has, in the past, been required to undertake support or re-development of existing IP. As standard practice, where it is possible, technically and legally, Mysoft will offer to support the existing IP.
Multi-year contracts are common in the software industry, although not the standard. It is necessary to ensure that, before attempting to switch partners, there is no long-term tie-in. If there is an existing long-term commitment, ensure there are grounds to terminate this before the contract term.
Onerous exit terms can exist in contracts which preclude a support migration. These are rare but will require investigation into the contract.
The sunk cost fallacy is a common cognitive bias where there is the perception that money previously spent will be ‘lost’ if a change is undertaken and therefore the better course of action is to continue spending. If the current contract is not delivering value, then the money is already spent and lost (even if still in contract). Switching sooner may be better.
In Part 3 of this series, we will explore common evaluation criteria and decision-making factors when selecting Sage X3 support partners.
At Mysoft we focus on helping your company to achieve the highest level of efficiency and agility possible. Our extensive and diverse experience in understanding ERP allows your business to unlock its full potential using Sage X3. Our expert team combines advanced Sage X3 knowledge with a wealth of real-world business, financial and IT experience.
Mysoft is UK’s first Sage X3 partner, with over 400 years of experience on the platform collectively. Working with Mysoft means you are working with the most experienced team of Sage X3 professionals. All our support agents are highly experienced with Sage ERP, and undergo regular training.
Mysoft only implements and supports Sage X3 and its eco-system, and with our large team and deep experience on the platform, we are confident that we are one of the leading X3 partners globally. We live and breathe Sage X3.
Mysoft leverages our long-standing and close partnership with Sage to ensure a speedy and satisfactory outcome for our support customers.
Mysoft will respond immediately to Category 1 tickets, and at within only 5 hours on Category 4 tickets.
Whether you prefer to phone, email or log in to your ticket on our support portal, we are here to assist you.
Only ~2% of tickets raised with Mysoft go to Sage; so almost all tickets will be resolved quickly by Mysoft – allowing your business to continue uninterrupted.
Finance and ERP are business-critical systems, therefore the support for these must be treated with comparable priority.
The nature of ERP is is complex and it addresses the processes of the entire operation; from finance, to customer experience, to procurement.
Therefore, a distinct set of skills, both internal and external, is required to ensure the smooth operation and consistent delivery of support to the business.
Support of these systems is not the place to cut corners on a contract. System support should be a primary driver in selecting a business partner for an ERP project as you will be looking to work with the partner for many years after the implementation.
Unfortunately, these business relationships don’t always succeed, or stand the test of time, for various reasons. Throughout the project or thereafter, businesses change – both the partner and customer – and these changes can necessitate a move from one implementation and support partner to another.
Typically, this is a shortfall on the part of the partner. Being unable to support the customer with either the products in use or the market-specific environment that the customer is operating in e.g. Pharmaceuticals, Food and Beverage, Financial Services, etc.
A change in the customer’s team (rapidly growing business, leavers, etc.) means that internal knowledge is lost and the previously adequate support arrangement is no longer sufficient.
Not all support partners have the longevity with a product, the mono-focus, or the development experience to be able to modify and customise the solution to the extent that the customer may wish. Expert consultants and developers are the backbone of any reputable professional services partner.
However, each partner has a priority on the types of projects that they can deliver. Not all partners can deliver complex integrations, bespoke development, or detailed configurations of the Sage X3 solution. So, be mindful to research this if this is something your business requires or may require in the future.
Some businesses choose to use their own development resource to customise their Sage X3 solution. At Mysoft, we are able to offer full support to customers who prefer to programme their solutions in-house. This accommodating factor sets Mysoft apart from other UK support partners.
A common reason for migrating partners is when a customer does not feel as though they are being treated with adequate priority. Or that the service level from their incumbent supplier has dropped below an acceptable level.
As with all business relationships, a good level of compatibility within the teams is important to ensure that the right outcomes are reached and all parties are content with the relationship. Some customers will want to work with larger corporates, some will want to work with smaller, more niche providers who specialise in a particular set of verticals.
At Mysoft we focus on helping your company to achieve the highest level of efficiency and agility possible. Our extensive and diverse experience in understanding ERP allows your business to unlock its full potential using Sage X3. Our expert team combines advanced Sage X3 knowledge with a wealth of real-world business, financial and IT experience.
Mysoft is UK’s first Sage X3 partner, with over 400 years of experience on the platform collectively. Working with Mysoft means you are working with the most experienced team of Sage X3 professionals. All our support agents are highly experienced with Sage ERP, and undergo regular training.
Mysoft only implements and supports Sage X3 and its eco-system, and with our large team and deep experience on the platform, we are confident that we are one of the leading X3 partners globally. We live and breathe Sage X3.
Mysoft leverages our long-standing and close partnership with Sage to ensure a speedy and satisfactory outcome for our support customers.
Mysoft will respond immediately to Category 1 tickets, and at within only 5 hours on Category 4 tickets.
Whether you prefer to phone, email or log in to your ticket on our support portal, we are here to assist you.
Only ~2% of tickets raised with Mysoft go to Sage; so almost all tickets will be resolved quickly by Mysoft – allowing your business to continue uninterrupted.
In today’s ever-changing business landscape, Enterprise Resource Planning (ERP) systems are the linchpin that keeps organisations of all sizes running smoothly and with efficiency. As businesses grow and change over time, so do their ERP requirements, often necessitating a migration or upgrade from a lower-tier solution to a mid-market ERP. This transition requires meticulous planning, a dedicated project team, and a clear vision of success. In this guide, we explore what makes a successful ERP upgrade project, breaking it down into key components and integrating real-world experience.
When talking about “upgrades” we can encompass a range of scenarios; for the purpose of this guide we mean:
A migration from a lower capability solution (or amalgamation of independent software applications) to a more sophisticated and capable solution.
This typically involves changing software, but can occasionally be a process of updating one’s existing solution to a more current version, gaining access to new features, functionality and security capabilities.
A well-crafted project plan serves as the navigational chart for your ERP upgrade journey. It outlines the critical stages involved and ensures a structured approach from initiation to post-go-live support.
Initiation: Setting the Course
Design: Blueprint for Success
Build: Constructing the Solution
Testing and Validation: Ensuring Seamlessness
Deployment: Transitioning Smoothly
Post-Go-Live Hypercare: Ensuring Stability
A robust project team is the backbone of a successful ERP upgrade project. It’s a blend of customer-side and supplier-side roles, each with a specific focus and responsibility.
Customer Side
Supplier Side
Somewhat ironically, this is the phase of the project where the least needs to be said; the delivery of the project should occur to plan and conform to the governance and timelines set out. The success of delivery will be assured by setting out a scope, effectively making decisions, professionally managing change, undertaking thorough testing, and engaging in a transparent and mutual manner. We cover this all in a specific article.
Core elements of the delivery are as follows:
A great ERP upgrade project extends beyond the go-live date, ensuring continuous success and alignment with evolving business needs.
Ongoing Improvements/Changes:
Internal Centre of Excellence (CoE):
Post-Go-Live Support Frameworks:
Relationships & Engagement:
The ‘Long View’:
In conclusion, a successful ERP upgrade project involves meticulous planning, a dedicated project team, and a commitment to long-term success. With the right strategy, collaboration between the customer and supplier sides, and careful management of timelines and resources, organisations can smoothly transition from lower-tier solutions to mid-market ERPs, ensuring they remain agile and competitive in today’s ever-evolving business landscape.
If you’re interested in discussing how Mysoft can help your organisation make a seamless transition to a new ERP system like Sage X3, feel free to get in touch with our team. We’re here to support you on your journey towards a brighter, more efficient future for your business.
In this blog, we’ll explore the benefits of incorporating the Sage X3 Automated Test Platform into your system.
As Sage X3 continues to deliver new functional and technical enhancements in V12 via biannual patch releases, keeping up to date with the latest patches is now more important than ever in ensuring your system remains secure, supported, and able to fully utilise the latest Sage X3 functionality.
Undertaking system patching requires comprehensive regression testing in order to ensure system continuity and stability. For a lot of businesses, at best this is often a time-consuming, costly and outright arduous manual process which drags key people and resources away from other value-added tasks. At worst, manual testing can often lead to inconsistent results and a reluctance to embrace further change, leading to outdated systems and increased cybersecurity risks.
The Sage X3 Automated Test Platform (ATP) offers a simple, scalable solution to minimise manual testing and bring the following benefits to your business:
The introduction of the Sage X3 Automated Test Platform into a Sage X3 environment can bring numerous benefits to your business; such as: increasing the speed and consistency of testing, visibility of reporting, maintenance of compliance and cost-savings.
Sage X3 Automated Test Platform (ATP) achieves this through a combination of the following features:
Automated Test Platform (ATP) allows you to automate processes specific to your business whether that be within one function, such as creating a new product, or a complete end-to-end process such as order to cash.
It does this by allowing a complete replication of the user’s data entry – incorporating things such as selecting entry transactions, searching for values, using the left list selection, drilling through into different fields and navigating past various pop-ups and warning boxes.
Out of the box, the Automated Test Platform (ATP) features over 100 pre-built scenarios, from simple steps such as logging in, to advanced end-to-end end processes such as procure to pay. The platform features ready-made templates that can be quickly fine-tuned to suit your specific business processes.
The Automated Test Platform (ATP) also features a plugin to Sage X3 for creating your test scripts, allowing users to conduct their processes directly within a function in Sage X3. With just a few clicks, their actions can then be exported to form the basis of a new testing template which can be easily modified for further test scenarios.
Automated Test Platform (ATP) test scripts are written in Visual Studio, which will be an environment well-known to most developers. These scripts however are written in a natural, user-friendly language called Gherkin.
Unlike your stereotypical snippet of code, Gherkin is written in plain text sentences which describe what the line of code is doing, making it easy for non-programmers to be able to understand, modify and build scenarios themselves, ultimately allowing test scripts to reflect Standard Operating Procedures (SOPs)’s and be written by those most familiar with the business process.
The Automated Test Platform (ATP) is installed along with Jenkins, an industry-leading automation server, on which you can build testing ‘pipelines’.
Specify which scripts are to run, when and in what order, allowing simultaneous and repeatable testing without diverting resources away from the business.
The scripts also contain parameters, both system and user-created, which can easily be set either within Visual Studio or Jenkins. The use of parameters makes re-running and maintaining your scripts simple.
If you wish to test the same script across different sites, you can simply set the site as a variable, change that one parameter and you can instantly switch all of your test cases to run on that site.
The parameters can also be used for things such as users, so tests can be replicated under different function permissions, and to store the value of newly created information – such as a sales order number created on a previous test, to avoid the need for constant tweaking of scripts.
Through Allure, the Automated Test Platform (ATP) provides holistic reporting of your testing pipeline, every step of the way.
High-level reports of test timings and script failures can be set up and each script can be drilled into to provide detailed information on the test/failure or each testing step, accompanied with screenshots.
Test failures can be categorised to ensure standardization across the testing process, and previous information on previous tests can easily be stored and recalled, which is essential for high-compliance industries.
Using testing automation, as we have seen above, can provide a wide range of application and business benefits. For businesses looking to stay up to date, and those operating in high-compliance industries (such as food and beverage, pharmaceuticals & chemicals), adopting Automated Test Platform (ATP) is likely to provide extensive benefits and rapid ROI.
The latest Sage X3 release brings a wide range of improvements across testing, compliance, distribution, extensibility, finance, manufacturing, and platform performance. But beyond the long list of features, the real value lies in how these updates simplify everyday tasks, reduce risk, strengthen compliance, and help teams work more efficiently. Below is a practical, user-focused breakdown of what’s new and why it matters.
The Sage X3 Automated Test Platform 3.2.0 continues to evolve with a strong focus on reliability and developer efficiency.
Enhanced password protection now conceals sensitive credentials in the Allure report and Jenkins pipelines. In real life, this reduces the risk of accidentally exposing administrator passwords while still giving development or QA teams the traceability they need during test runs. For organisations with complex automation pipelines, this small improvement significantly supports security audits and IT compliance.
Another quality-of-life update allows Nexus credentials to be updated directly through the client installer wizard when Sage modifies them. Instead of manually updating configuration files or troubleshooting authentication failures, administrators can adjust everything through a guided form — reducing setup time and installation errors.
As Sage X3 leans deeper into GraphQL, the Automated Test Platform now supports executing and validating GraphQL queries and mutations. This means teams can verify integrations and customisations early, before code reaches production.
It also stores GraphQL responses directly in Allure reports, helping developers quickly pinpoint issues when debugging or validating custom API behaviour. For businesses rolling out new mobile or web extensions, this tighter test integration means smoother deployments and fewer unexpected failures after go-live.
The test platform is now compatible with Node.js 18 and updated to WebdriverIO v8, ensuring modern performance and long-term support. Step definitions were refactored to remain HTML-agnostic — so if Sage updates the user interface later, automated tests are far less likely to break. For teams maintaining large test suites across multiple environments, this saves countless hours previously spent adjusting selectors.
Small but important browser configuration updates also ensure tests launch correctly in debug mode and run in the right language, preventing avoidable test inconsistencies.
Sage X3 continues its strong investment in global tax compliance, with updates across Austria, Germany, France, Spain, and Switzerland.
Several countries introduced 2024 VAT form changes, and Sage X3 now fully supports these updated formats. For example, the Austrian AT-TR2024 report now matches the latest government layout. In real business scenarios, this prevents rejected filings or manual rework when submitting periodic returns.
Germany’s ELSTER integration has also been updated with the latest DLL version, ensuring preparatory VAT reports remain compliant. Although electronic submissions are handled externally, ensuring the data is correct from the start reduces back-and-forth conversations between finance teams and auditors.
France introduced structured address requirements, and Sage X3 has adapted by adding new fields and controls. This matters because finance teams no longer need to manually adjust files before submission. When managing large service supplier lists, having a reliable automated extraction avoids submission errors — especially valuable during high-pressure year-end cycles.
Sage X3 now supports new Spanish tax boxes, income breakdown requirements, and improved autoinvoice management. This is especially helpful for businesses working with TicketBAI, where small errors can lead to rejected invoices or compliance penalties. The inability to delete proforma invoices set for autoinvoicing reduces accidental data loss and aligns better with local regulations.
Switzerland updated VAT rates as of January 2024, and Sage X3 now supports these changes with updated report formats. Users can still reprint older VAT returns, which is helpful during audits or internal reviews.
This release brings several updates to Mobile Automation and general distribution flows.
Receiving processes are clearer with a simplified packing slip field, and navigation paths in purchase order viewing have been renamed for better usability. Users can search using EAN product codes, which is particularly useful in warehouses where scanning is the dominant workflow.
Support for ZPL printers means teams can print stock and product labels on the fly. In a busy warehouse, avoiding the need to switch systems or manually format labels saves significant time and reduces mistakes.
Payment gateway URLs have been updated to ensure smoother connectivity. Although minor, preventing unexpected failures during online payment processing can prevent delays in order fulfilment and cash-flow reconciliation.
Industries such as chemicals or food often deal with materials where potency can exceed 100%. Restoring the ability to create items with these values brings Sage X3 back in line with real-world production scenarios.
One of the most transformative additions is the new Extensibility framework, which brings a modern, customizable, GraphQL-powered development environment.
GraphQL is now fully native and customizable within Sage X3. This allows partners and customers to:
Extend existing entities
Add fields, models, and views
Create new mutations and operations
For example, a distributor needing a custom shipping approval workflow can now add fields, extend the API, and deploy the enhancement cleanly — without impacting the core.
A new TypeScript-based development framework allows teams to build or extend mobile pages. This means companies can tailor Mobile Automation to match unique processes without relying on ageing SOAP web services.
In real terms, a warehouse might add a custom “Quality Check” page that prompts for batch details before final putaway — a customisation not possible with the standard app alone.
The VSCode-based developer pack provides tools, samples, and packaging capabilities to deploy add-ons. Having a standardised method reduces project complexity and ensures consistency when moving custom features across test, staging, and production environments.
The e-invoicing framework is evolving rapidly, especially for EU markets moving toward mandatory digital invoicing.
Improved mapping, locking controls, and duplicate detection make inbound e-invoice workflows far more stable. When finance teams process large volumes of purchase invoices, avoiding duplicates or missing period-end checks reduces risk and speeds up reconciliation.
Outbound UBL file generation supports Peppol standards, ensuring smoother communication with tax authorities. A new French Business Process Type aligns AR invoices with government expectations.
Several synchronisation templates are now available to align customer, supplier, and company data with the Sage Network. Clean, standardised data reduces connection issues and ensures smoother onboarding once the feature is fully active.
You can now validate French business partners against the official SIRENE database. This is extremely useful, as incorrect SIRET numbers or outdated company names can cause legal issues or rejections during e-invoicing exchanges.
Full SICS protocol control provides hands-free weight capture, reducing operator error and speeding up weighing operations on the shop floor.
This release includes numerous technical enhancements that directly impact user experience:
Faster screen rendering — up to 85% improvement on large windows
Home and navigation pages are loading more quickly
Improved file copy/move performance for faster data handling
Enterprise Linux 7 support has been removed for security and compliance
Sage also added hostname allowlisting, making email-based workflows (password resets, notifications) more secure.
Automatic management of prerequisites through the APF further simplifies installations by ensuring dependencies are handled without manual intervention.
The latest Sage X3 release is not just a set of technical updates — it meaningfully improves daily operations for finance teams, warehouse staff, developers, and system administrators. From reducing manual tax filing adjustments to enabling rich GraphQL-powered custom applications, this release delivers stronger compliance, better performance, and more flexibility to adapt Sage X3 to real-world business needs.
One of the biggest mistakes businesses often make in integrating an ERP system is choosing their ERP Partner. We have often rescued businesses that have undergone a long research phase choosing the ERP system but did not go through the same fine-toothed comb when it came to the ERP Partner (system integrator) and had their project fail originally before coming to us. An ERP system is as good as its implementation. This doesn’t mean that every ERP system is the same and can provide what your business needs, however, it also doesn’t mean that if you are unhappy with your ERP system, it is purely because of system limitations. In our experience, the implementation is as important as the product itself.
Clients also need to bear in mind that when choosing, they are not hiring a system integrator to do a one-off implementation/installation for them, but are choosing a partner for the lifetime of their ERP system (The average lifetime of an ERP system is between 7 to 10 years, and it will need support, upgrades and expansions during this time). With this in mind, there are a range of questions a business should ask when choosing a partner.
The experience of the system integrator with Sage X3 is crucial when implementing an ERP system. A Sage X3 experienced system integrator has in-depth knowledge of the software. This expertise is invaluable during the scoping and implementation process, ensuring the system is configured to meet your business’s specific needs and nuances.
Experience enables a system integrator to navigate the intricacies of Sage X3 efficiently. They are familiar with best practices and effective solutions, leading to a smoother and more rapid implementation process. Sage X3 is a versatile ERP system with customisation capabilities. An experienced integrator understands how to tailor the software to align with your requirements.
We are the first and most experienced Sage X3 partner in the UK and we take pride in our role as pioneers in delivering tailored ERP solutions designed to elevate the operational excellence of Sage X3 users.
With a legacy that spans years, our team boasts unparalleled experience in implementing and optimising Sage X3 for businesses in a variety of industries. We understand the intricacies of the business landscape and have honed our expertise to align seamlessly with diverse organisational needs. Above this, we have several referenceable clients that have managed to take their business to the next level using Mysoft and Sage X3.
This means that Mysoft clients are more likely to achieve project success when implementing Sage X3 due to our experience and depth of knowledge.
Experience with similar organisations means the system integrator understands the specific needs, challenges, and workflows of your industry. This industry knowledge allows for a more targeted and effective implementation of Sage X3 tailored to your business requirements. Different industries often have specific compliance standards and regulations. An experienced integrator familiar with your industry is more likely to be well-versed in these requirements, ensuring that your ERP system is configured to meet all necessary regulations.
Organisations within the same industry often share common best practices. An integrator with a background in your sector can provide insights into industry-standard processes and procedures, aiding your organisation in adopting best practices and optimising its operations. Similar organisations may encounter common challenges. An integrator familiar with your industry is better equipped to anticipate and address potential issues, leading to more efficient problem-solving during the implementation and beyond.
Being familiar with the terminology, workflows, and nuances of your industry, the integrator can navigate the project with a quicker learning curve, allowing for a more rapid and efficient implementation of Sage X3. Having worked with similar organisations often comes with a portfolio of successful implementations. Reviewing these success stories can provide your organisation with confidence in the integrator’s ability to deliver tangible results aligned with your industry’s standards and expectations.
Mysoft has worked extensively with several businesses in a number of verticals that have different requirements from their ERP system. This has given us in-depth knowledge of vertical-specific requirements that allow us to understand clients’ wants and needs when it comes to ERP implementation. Moreover, to ensure we satisfy our client’s needs, we approach ERP implementation differently.
One size does not fit all. We specialise in tailoring Sage X3 to match the unique requirements of your business. Whether it’s project management, resource allocation, financials, or any other requirement, our solutions are crafted to enhance efficiency and drive sustainable growth.
Sage X3 goes beyond traditional ERP, and so do we. Our holistic approach ensures that every facet of your business operations is considered, providing you with a comprehensive solution that acts as the backbone of your organisation.
At Mysoft, we believe in offering expert service throughout every department. This means that when working with us, you will get a dedicated account manager and a specialist project manager to oversee the work on your project. This means that the work will be offloaded from the development or consultant team, to allow them to focus on other aspects of your projects, but also provide you with best-in-class management services.
A robust partner portfolio reflects the integrator’s ability to collaborate with diverse specialists, each contributing unique expertise to different facets of the implementation process. This diversity ensures that the integrator can address a wide range of business needs, from industry-specific customisations to intricate technical requirements. Additionally, a well-curated partner portfolio is indicative of a strategic approach, where the integrator aligns with industry leaders and specialised providers, enhancing the depth and breadth of solutions offered. Clients benefit from this collaborative network by gaining access to a comprehensive set of skills, technologies, and resources, ultimately resulting in a more tailored, efficient, and successful ERP implementation. The integrator’s partner portfolio is a testament to their commitment to providing clients with a holistic and cutting-edge solution, leveraging the collective strengths of a collaborative ecosystem.
Mysoft implements Sage X3 and supports Sage X3 alone. This means we are subject matter experts. We live and breathe Sage X3! We have a large team of consultants and developers whose sole focus is on Sage X3. This has given Mysoft a competitive edge in implementing and supporting Sage X3.
Mysoft has implemented countless bespoke additions to Sage X3 for its clients and has authored numerous Sage X3 plugins, including the highly regarded X3CloudDocs. We have a dedicated R&D team who work just to design new features to enhance Sage X3 for our clients. Alongside our capability in offering bespoke additions to our clients’ Sage X3 plugins, we are experts in Sage X3 Localisation and Legislations.
However, we do not stop there. To enhance our capabilities further, we have partnered with best-of-breed supplies to offer even more functionality to our clients.
In recognising the nature of ERP implementations, Mysoft has forged strategic partnerships with a network of specialists and best-of-breed suppliers. Understanding that no single partner can deliver the entirety, each collaborator brings unique expertise, collectively allowing us to address every facet of your business needs. This collective efficiency allows us to deliver best-in-class solutions without reinventing the wheel. Our collaborative ecosystem of partners ensures that you not only benefit from a wealth of knowledge but also gain access to diverse skill sets. Our network is finely tuned to deliver excellence at every step of your ERP journey.
Support services are a linchpin in the sustained success of any ERP system, providing critical functions that ensure continuous and effective operations. Firstly, they play a pivotal role in issue resolution, offering timely assistance and troubleshooting to minimise disruptions. Businesses are aware and appreciate that in the lifespan of any product, challenges are inevitable, and having a dedicated support service in place ensures that they can swiftly overcome obstacles and maintain seamless operations.
Beyond issue resolution, support services facilitate the evolution and optimisation of ERP systems. They manage software updates and upgrades, ensuring that organisations remain informed about the latest enhancements, features, and security patches. Additionally, these services assist in user training and guidance, helping both new and existing users stay proficient in utilising the ERP system effectively. Moreover, support services contribute to the customisation and configuration of the ERP system, adapting it to changing business requirements. This adaptability ensures that the ERP system aligns seamlessly with evolving workflows and continues to meet the specific needs of the organisation.
Furthermore, support services play a critical role in security, compliance, and performance monitoring. They actively monitor the ERP system’s performance, identifying potential bottlenecks and areas for improvement. This proactive approach contributes to the ongoing optimisation of system performance, enabling it to meet the organisation’s growing demands. Support services also play a crucial role in maintaining the security of the ERP system, implementing necessary measures, conducting audits, and ensuring compliance with industry standards. This comprehensive approach to system management establishes a strong foundation for a secure, compliant, and high-performing ERP environment.
At mysoft, support sits at the core of our activities. We understand and appreciate that a robust and efficient ERP system requires meticulous care and expert attention. Our Support Services are not just a response to issues; they are a proactive strategy aimed at fortifying your Sage X3 environment, ensuring it thrives in the face of challenges and evolves with your business needs. Mysoft employs over 20 expert Sage X3 consultants who have in-depth knowledge of the platform and can offer best-in-class support to our clients.
Supporting the growth plan of Sage X3 users is essential for fostering scalability, adaptability, and efficiency within organisations. As businesses expand, the need for a scalable ERP system becomes paramount, capable of accommodating increased data volumes, user numbers, and evolving processes. By providing a supportive framework, organisations can optimise resource utilisation, ensuring that Sage X3 efficiently handles higher transaction volumes and meets the growing demand for real-time analytics. This adaptability is crucial for navigating industry changes, embracing extended functionalities, and seamlessly integrating new modules to align with evolving business requirements. Additionally, ongoing user training and support contribute to higher user adoption rates, enabling organisations to harness the full potential of Sage X3 during critical phases of expansion.
Furthermore, a well-supported growth plan for Sage X3 users involves the continuous monitoring of system performance and health. This proactive approach identifies potential bottlenecks, allowing for optimisations that ensure the ERP system operates optimally even as the organisation scales. Ultimately, by investing in the long-term cost efficiency of the ERP system and providing a foundation for sustained success, supporting growth plans contributes to the organisation’s ability to thrive in a dynamic business environment.
At Mysoft, our commitment goes beyond the initial implementation; we are dedicated to empowering your ongoing growth plans. Recognising that the average lifespan of an ERP system spans 7 to 10 years, we prioritise a long-term partnership approach. Our services encompass regular upgrades, expansions, and continuous assistance tailored to your evolving business needs. Whether you’re scaling up operations, diversifying services, or exploring new markets, Mysoft stands by you, ensuring that your Sage X3 ERP system not only meets the challenges of today but evolves seamlessly to empower your ambitious growth plans in the years to come. With Mysoft as your trusted ally, embark on a journey where operational excellence aligns with your organisational aspirations, fostering sustained success and prosperity.
Embark on a journey towards operational excellence with the confidence that comes from partnering with Mysoft. Together, let’s shape a future where your business thrives on efficiency, collaboration, and unparalleled success.
In the dynamic landscape of modern business, keeping your core business systems such as enterprise resource planning (ERP) up to date is crucial for staying competitive and efficient. However, embarking on an ERP upgrade project is no small undertaking. To ensure the success of such an endeavour, several critical factors must be taken into account. In this article, we’ll dive into these essential components that can make or break an ERP upgrade.
What makes an ERP upgrade project a success? Scope definition, effective decision making, good governance, excellent testing, and a transparent relationship.
One of the foundational pillars of any ERP upgrade project is the clear definition of its objectives and scope. Without a well-defined end state in mind, the project lacks direction, making it difficult to make informed decisions and set priorities. Questions like, “Will adding or removing this function or feature align with our desired end state?” become impossible to answer. Moreover, without an initially defined scope, there’s a risk that the project might gradually expand beyond its original parameters. This creeping expansion can jeopardise the project’s deliverables and timelines. Therefore, before diving into an ERP upgrade, it’s imperative to establish a crystal-clear understanding of what the project aims to achieve and the boundaries within which it will operate.
Ultimately, the success of an ERP upgrade hinges on the decisions made regarding business processes and data. To improve business efficiency, compliance, auditability, and cost reduction, critical choices must be made. It’s vital that those participating in scoping, workshops, and decision-making processes are not only empowered to take on this responsibility but also fully comprehend the gravity of their decisions. Informed and confident decision-makers are the driving force behind a successful ERP upgrade project.
Effective governance is essential on both sides of the project team, comprising the supplier and the customer. Without sufficient governance, success remains elusive. Each business must designate an executive stakeholder, creating a strong control framework. This framework serves to de-risk the project and provides a mechanism for escalating contentious issues. Moreover, operational project management teams must be in place on both sides. It’s unreasonable to expect the supplier to unilaterally enforce activities on the customer’s side, and a truly impartial stance is hard to maintain. Therefore, a balanced approach with an equal number of project managers from both sides is necessary. This doesn’t imply an adversarial relationship but rather ensures clear and consistent communication and commitments throughout the project.
The responsibility for testing and validating the system lies squarely with the client. Addressing challenges in a pre-live environment is significantly simpler than dealing with issues in a production setting. This is especially true for a “validated system” as required by certain compliance guidelines. The customer must actively engage in testing and report any idiosyncrasies during the project and testing phases. This proactive approach is key to ensuring a smooth transition to a secure and functional system.
In any ERP upgrade project, fostering transparency and a sense of mutuality among project teams is crucial. Treat the collaboration as a genuine business partnership where both the client and supplier work towards common goals. Open and honest communication, shared objectives, and a spirit of cooperation can significantly contribute to the project’s overall success – working together to a common goal, rather than taking an adversarial stance.
In conclusion, embarking on an ERP upgrade project is a complex undertaking that demands careful consideration of various critical success factors. Clear objectives and well-defined scope, informed decision-making, robust governance, thorough testing, and a commitment to transparency and mutuality are all essential elements that can make your ERP upgrade project a resounding success. By addressing these factors with diligence and dedication, your organisation can navigate the challenges of ERP upgrades and reap the benefits of enhanced efficiency and competitiveness in today’s fast-paced business environment.
If you’re interested in discussing how Mysoft can help your organisation make a seamless transition to a new ERP system like Sage X3, feel free to get in touch with our team. We’re here to support you on your journey towards a brighter, more efficient future for your business.
Mysoft is delighted to announce its strategic expansion into North America.
In line with our ongoing plan to expand and support our growing customer base of both Sage X3 and X3CloudDocs sites, Mysoft has extended our Sage Partnership outside of the UK.
Our Managing Director, Mr. Chris Schafer commented: “We are thrilled to be both a UK and North American Sage Partner. This will allow us to provide an even better service to our global customers and deepen our relationship with Sage”
Mysoft is the first Sage X3 UK partner, with over 450 years of collective experience. We have the largest Sage X3 dedicated team with over 50 members of staff. We live and breathe Sage X3.
Mysoft recognises that every business is unique and distinct, we tailor solutions to meet the specific needs of our clients. Our Brand is synonymous with excellence, from initial scoping and implementation to ongoing development and support. Our team serves as a trustworthy companion on your ERP journey, ensuring a safe and reliable experience.
As your strategic partner, we are committed to elevating your company’s efficiency and agility to the highest levels possible. Drawing upon our extensive and diverse experience in ERP, we unlock the full potential of your business, helping you navigate and excel in today’s competitive landscape.
Since launching our North American arm, we are also thrilled to unveil that we have reached the exciting milestone of onboarding our first Canadian-headquartered Sage X3 customer. This marks the start of officially expanding our global reach into the North American territory.
Sage 1000, is now reaching its end-of-life (EOL), with no support signaling a crucial juncture for businesses relying on this platform. In this article, we explore the risks associated with continuing to use Sage 1000 after it has gone EOL, the myriad benefits of transitioning to a product with active support from the author, and the compelling reasons why Sage X3 stands out as the superior choice for those businesses who use Sage 1000. We’ll also delve into the cost and time considerations of upgrading your ERP system VS carrying on using the Sage 1000, and comparing the long term investment and financial impact of each decision in the long term for businesses.
Risks and limitations of Using Sage 1000 (EOL in 2024):
Using any EOL hardware and software comes with its own set of risks for businesses as the manufacturer or author starts phasing out, limiting or cutting new upgrades, patches and support for the product or service. These risks, are more highlighted and amplified in the world of ERP due to their nature and integration with businesses core operations. Below, we have highlighted a number of the risks businesses will be facing after Sage 1000 has gone EOL.
Sage 1000's EOL means it will no longer receive security updates, exposing businesses to heightened cyber threats. As technology advances, relying on an outdated ERP system becomes a risky proposition for data security. Storing data in a legacy software will leave it vulnerable to hackers and viruses.
Operating with an ERP system that has reached the end of its lifecycle poses potential compliance risks. Regulations evolve, and using outdated software may lead to non-compliance issues that could impact the entire business ecosystem.
As one can imagine, with the EOL announcement in 2022, a natural decline in expert knowledge development has accrued. Experts and professionals in the field naturally have naturally shifted to other current platforms such as Sage X3 making it even more difficult for businesses to carry on using the Sage 1000 system.
It is important to note that in 2024, Sage will cease all support for Sage 1000. Whilst some Sage 1000 partners will still offer support for the system, businesses should be conscience that the product will be unsupported from the vendor to end-user businesses and partner alike, rending the product “unsupported”. This will impact partners’ support ability. In short, By the end of 2024, Sage will not offer any input on general, business critical or cosmetic issues on Sage 1000 ERP. Some of these support limitation have already been implemented, however Sage still offers business critical support which will be one of the last services to stop on the platform.
In this article we will discuss the operational costs and upgrade costs to a business in detail in a separate section, however, it is important to consider the high operational cost of a legacy ERP system in mind. Many businesses fail to realise the HIDDEN COST of a legacy ERP through lost/stolen data, support/maintenance/update with third parties, potential legal liabilities, lost revenue due to downtimes and/or operational inefficacies and lack of competitive advantage due to system limitations.
The operational limitations of Sage 1000 are becoming more pronounced as businesses evolve, and with no support, or new development from Sage, this ERP system will start lacking compatibility with modern technologies and difficulty integrating with new applications hinder efficiency and growth. This includes limitation on environment and platform which can and will affect businesses ability to upgrade other parts of their system that is not related to Sage 1000 due to their ERP not working with new environments. In a way, operating Sage 1000, or any legacy system will hold the organisation hostage in using legacy and outdated platform and operating systems and therefore exposing the business to viruses, malwares and cyber-attacks.
Sage X3 boasts an array of enhanced features and functionalities, addressing the diverse needs of modern businesses. From streamlined workflows to advanced project management tools, Sage X3 is designed to optimise various business processes.
Unlike Sage 1000, Sage X3 is highly scalable, adapting effortlessly to the evolving needs of growing businesses. Its flexible architecture ensures that the system can accommodate changes in operations without causing disruptions.
Sage X3 provides robust reporting and analytics tools, empowering businesses with data-driven decision-making capabilities. Access to real-time insights allows for better strategic planning and resource allocation.
A key advantage of upgrading to Sage X3 is its interoperability, extending its functionality further than what Sage 1000 could ever do, and still give you the ability to give you a single management point or “single version of the truth”.
Sage X3 is highly configurable and can be uniquely tailored and adapted to your organisation. The system also benefits from a wide variety of add-ons and plugins available from Sage Marketplace, making it much easier and efficient to enhance.
With Sage X3 businesses have access to real-time data wherever they may be on any mobile device. (this includes smart phones, tablets etc), giving you more control and a better view of your operation.
Sage X3 not only meets current needs but also elevates overall productivity and operational efficiency.
Sage X3 leverages the latest technologies, ensuring businesses stay at the forefront of innovation. Upgrading to Sage X3 not only meets current needs but also future-proofs operations against upcoming technological advancements.
The user-friendly interface of Sage X3 reduces training time for employees, leading to increased productivity. Intuitive navigation enhances user experience, making day-to-day operations more efficient.
For businesses with international operations, Sage X3's support for multiple languages and currencies is a game-changer. It provides the global capabilities needed to navigate the complexities of the international business landscape.
One of the key considerations for any business in making a decision is the cost factor. Whilst we appreciate that upgrading the ERP system is not “cheap”, the cost of not upgrading the system and continuing with a legacy, unsupported system will be higher.
While the upfront investment in upgrading to Sage X3 might seem substantial, it's crucial to consider the long-term costs associated with using an outdated system. The costs to a business from lack of efficiency, downtime, and lack of capabilities will often outweigh the initial costs of a new ERP system.
When operating in a competitive sector, not having certain abilities as a business can make or break a deal for your business. Using an up-to-date and comprehensive ERP system can pay for itself by giving you this competitive edge. When looking at the upgrade cost, a business should think whether they can afford losing deals because of an outdated, function lacking ERP system?
Often an overlooked aspect of business, running a legacy system will cost business valuable time, often stopping staff from performing revenue generating and productive tasks to attend to manual, repetitive tasks that can be avoided or automated using a current up-to-date system.
A challenge to many businesses is staff turnover and the subsequent loss of knowledge and costly process of hiring and onboarding new members only to go through the same process again. A great way to retain talent is by offering set of tools to your team to offload and automate manual, repetitive work, and thus creating a better work environment. Furthermore, such tools allow your team to add value to your organisation.
Sage X3's comprehensive support reduces ongoing maintenance costs compared to the potentially escalating support expenses of Sage 1000. The cost savings over time make Sage X3 a financially sound choice.
Sage X3's flexibility and advanced features may eliminate the need for extensive customizations that were previously required in Sage 1000. With a more robust and modern system, businesses may find that they can achieve their desired functionalities out of the box, leading to a reduction in customization costs associated with maintaining or adapting the older, less flexible system.
As Sage 1000 faces its end-of-life, businesses are at a crossroads — continue with a system fraught with risks or embark on a transformative journey with Sage X3. The advantages of Sage X3, from enhanced features to global capabilities, position it as the right choice for businesses seeking a modern, secure, and efficient ERP solution. The upfront investment in upgrading is not just a necessity; it’s a strategic move that pays dividends in terms of security, compliance, growth, efficiency and long-term financial savings, which will pay for the upfront investment and more. The time to upgrade is not just a choice; it’s a pivotal step towards a more secure, efficient, and financially sound future. At Mysoft we feel that for many Sage 1000 users this opportunity is a blessing in disguise, and allow them to truly immerse themselves into a modern and integrated business process.
In the ever-evolving landscape of business, staying competitive and efficient is of paramount importance. For organisations in the manufacturing, wholesale, and distribution, a robust Enterprise Resource Planning (ERP) system is the linchpin of their success.
If your company, like Mysoft, is a leading Sage partner in the UK, you’re no stranger to the transformative power of Sage X3. In this article, we’ll explore the crucial reasons behind migrating to a new ERP system, the risks of clinging to legacy software, and the abundant advantages of embracing new functionality.
Legacy software can become increasingly expensive to maintain and operate, especially if it requires custom solutions. Modern ERP systems come with regular updates and support, reducing long-term costs. The operational cost is not limited to solution building but the time spent maintaining the system on a day to day basis and the cost of the business running inefficiently are also major factors and challenges.
In today’s world migrating to a new Accounting, Distribution or Manufacturing system is not just a wise choice; it’s often a necessity in today’s competitive business environment.
At Mysoft, as a leading Sage partner, we’re well-equipped to guide organisations in manufacturing, wholesale, and distribution towards the future of business management. By mitigating the risks of legacy software and embracing the advantages of new functionality, our clients can unlock their full potential and achieve sustained success.
If you’re interested in discussing how Mysoft can help your organisation make a seamless transition to a new ERP system like Sage X3, feel free to get in touch with our team. We’re here to support you on your journey towards a brighter, more efficient future for your business.
We’re familiar with the idea of “Re-use, Reduce, Recycle”; we’re all becoming more careful about how we deal with packaging and recycling; sometimes we choose where we shop or who we bank with based on that company’s attitudes to global matters. Hardly a day goes by without some news story that shames organisations that pollute waterways or send waste to landfill, about countries that are facing uncertain futures as a result of environmental decisions taken decades ago, or about those who look to put pressure on governments and organisations to rectify the situation. Whichever way you look at it, in our personal lives we’re more aware of the world around us and our own ability to move mountains and shape opinions.
It’s much the same when looking at it from a business perspective.
Negative implications of different companies environmental actions have already been exposed which has meant many are getting their houses in order, setting sustainability targets and restructuring their operations.
Within Mysoft, we’re talking about the Sage X3 community and how companies can use ERP systems like X3 to control, monitor and optimise the inputs and outputs of their operations on a daily basis. Thus achieving an efficient sustainable process.
In industries such as food & beverages, pharmaceuticals and other process manufacturing operations, monitoring product expiry is key. With Sage X3 you can set expiry rules and warnings by product, stock that is approaching expiry can be highlighted using workflows and reporting, so that it can be reclassified if it’s slow moving. Being able to identify batches of stock close to expiry, and planning for how to deal with that eventuality over and above mere disposal and writing it off, is just one way Sage X3 can help to keep costs down and warehouses adequately stocked while meeting sustainability objectives.
The decision of how to classify packaging often varies from company to company: should it be treated as a cost of production or cost of sale or simply as an overhead? Monitoring volumes and weights of packaging can be crucial in ensuring that a company keeps its costs down and its waste to a minimum., How many times have you ordered something that has arrived in grossly oversized packaging? If you’re selling samples of wallpaper, it makes sense to ensure that you’re using the right sized envelopes., This is where Sage X3 comes in, recommended packaging for a product can be defined, so that the right type of packaging is used for products of different sizes. This can, in turn, prevent companies being overtaxed for plastic bags and ensuring the exact amount is used and invoiced for.
In many manufacturing environments, there will always be an element of scrappage, which is generally anticipated as a by-product of production. You can define expected percentages of scrap as part of a Bill of Materials, or cater for these when making purchasing decisions, so why can’t this scrap material be put to good use? One of Mysoft’s customers, a manufacturer of personal protective equipment, recycles the left over plastic from their production of hard hats. When volumes of waste material can be anticipated, companies can plan what to do with that material.
Reporting on waste is critical, in certain countries it’s a legal requirement to provide a European Waste Code declaration. The data for this appears in the ERP, both from a forecast and actuals perspective, therefore making it possible to automate this and circulate the result. This allows relevant stakeholders to be kept informed about how their company is performing against its targets.
For a business involved in distribution or manufacturing, maintaining optimum stock levels is a critical element in keeping costs down. Optimising the supply chain can have multiple environmental benefits around minimising wastage (as discussed above) and facilitating stock availability through efficient order management (optimal order quantities) thus reducing multiple shipments. To that end, solutions that offer multi-site inventory forecasting models, or that minimise transportation costs by enabling consolidation of purchasing to reduce shipping and haulage costs (and their associated emissions), must be seriously considered.
Sage X3 has the ability to rank suppliers based on criteria such as performance against lead times, product quality and delivered quantities – this information can be used to inform purchasing decisions. One metric that could be added to these along with many others is a supplier’s ESG (environmental, social and corporate governance) rating, which is increasingly being used by investors and can also be used by companies as another decision factor.
The easiest way for companies to improve their sustainability, almost overnight, is to reduce the flows of paper circulating between departments. Digital copies of paperwork are now becoming the sustainable norm, therefore, functionality that allows for documents to be stored digitally direct from emails, is becoming a necessity. One Mysoft customer is taking the sustainable step of discarding mountains of paperwork (mostly historical) in favour of a solution which enables sales documentation to be stored electronically, including email correspondence which would previously have been printed out and stored in a physical archive!
Our insights from X3CloudDocs tells us that over 90% of suppliers invoices are being sent to customers electronically, so why print these out when electronic approvals are available at your fingertips? This is just one of many examples of how paper waste can be minimised and switched out for the digital way, improving efficiency as well as increasing sustainable actions!
As the world embraces a greater focus on creating a more sustainable future, businesses must also play their part in driving sustainability. The use of an ERP system like Sage X3 offers significant opportunities for companies to control, monitor, and optimise their environmental impact in various areas. By leveraging X3’s functionalities, businesses can efficiently manage product expiry and repurposing, monitor and reduce packaging waste, track and utilise scrap materials, automate waste reporting, optimise purchasing and stock management, and even minimise paper usage through digital documentation and streamlined processes.
Get in touch now if you’d like to chat about your businesses next steps!
Chasing monies due is no longer the sole responsibility of the credit control team, this is now deemed to be part of the customer journey. Visibility of a status of an account is vital for all departments to understand how they can influence their customers to pay them faster. If you can provide alternative payment options and most importantly make it easier for your customers to pay you, this will help in your DSO coming down.
Quadient AR by YayPay is a cloud-based Accounts Receivable solution that allows you to do the following:
Interested to hear more? Please click here to get in touch with the team for a demonstration.
As ESG (Environment, Social, & Governance) matters continue to become more central to organisations it makes increasing sense to review a business holistically for ways to facilitate and encourage best practices and conformance to standards. A possible area of this is within the realm of ERP. While traditionally ERP has been able to deliver focused improvements in operational efficiency and optimisation, many of the corollary benefits of this activity (which would contribute to ESG goals) may have been overlooked.
Simple business processes, such as electronically signed Purchase Order processing, can contribute to governance and audibility; while waste management processes traditionally focused on cost reduction, can be turned to evaluate the external impacts of production on a local environment (both socially and environmentally).
Businesses are now starting to specifically leverage Enterprise Resource Planning (ERP) systems such as Sage X3, as key line-of-business systems of record, for their potential to contribute to environmental sustainability goals. Below we will explore some of the examples of benefits that a business can derive from an ERP system in terms of environmental sustainability:
With an increased focus on decarbonisation of the supply chain, businesses can employ ERP systems to help track and monitor energy consumption, identify areas for improvement, and implement more energy-efficient practices. This can reduce a company’s carbon footprint and minimise energy costs, just one of the many ways using an ERP system can help increase sustainability with your business. Specific examples may include the optimisation of production runs (warm-up time for machines, the energy input for clean downs/line changes, etc.) and the consolidation of business activity across sites to ensure that both economic and energy-optimised activity takes place. This may even extend to the reduction of the number of production sites, to consolidate activity, or the outsourcing of elements of the production process (e.g. blast-freezing in frozen food production) to reap the maximum efficiency outcome.
As part of production and stock handling ERP systems can facilitate businesses in tracking and managing their waste production and disposal. This is becoming increasingly prominent a topic, with local legislation appearing internationally such as the Plastic Packaging Tax in the UK. By measuring and controlling the amount of waste generated businesses are able to make informed decisions about supplier selection and waste reduction, as the adage suggests: “you can only manage what you measure”. There are clear business and environmental benefits to undertaking a waste reduction programme, it not only helps to conserve natural resources but also helps to minimise disposal costs.
An integrated business system, such as an ERP, can provide businesses with a comprehensive view of their wider supply chain; enabling them to identify and address sustainability issues throughout the entire process. Global sourcing and operations can be optimised for not only lead times but also carbon impact; using a sophisticated business management solution will allow you to “score” your suppliers and rank them for automation purposes (such as in MRP supplier selection). Through a very simple configuration of supplier records, a score can be produced based on ESG metrics – we can call this “green procurement”.
In summary, an ERP system can provide businesses with an overarching view of activity and encourage numerous benefits in terms of environmental sustainability, including energy efficiency, waste reduction, supply chain management and green procurement. By adopting a suitable ERP system and business best-practice organisations can take a step towards a more sustainable future while improving operational efficiency and driving cost reduction.
TrueCommerce is the most complete way to connect your business across the supply chain, integrating everything from EDI to digital storefronts and inventory management, revolutionising supply chain visibility and collaboration by helping organisations make the most of their electronic trading initiatives.
TrueCommerce’s digital transformation toolset is designed to help businesses increase revenues and streamline internal processes.
Instantly facilitate online orders from all your customers and maximise sales with the TrueCommerce scalable B2B eCommerce solution.
The B2B eCommerce solution can be set up without the need for hours of development and an army of internal developers. Clients simply select the relevant features and TrueCommerce configure the solution as required. This means project lead times are short and costs are low.
Interested in Seeing our B2B eCommerce Solution in Action?
RH Amar increased sales, cut costs and improved efficiency with the TrueCommerce B2B eCommerce solution integrated with Sage X3.
Tap into TrueCommerce’s Global Trading Partner Network comprising of over 180,000 connections around the world to easily onboard new EDI customers/suppliers.
Interested in Seeing Our EDI Solution in Action?
Jimmy’s Iced Coffee saves 4 hours per day with their EDI solution integrated with Sage. Read more about how they’re reinvesting resources into more strategic areas of the business whilst maintaining compliance with key customers through TrueCommerce’s integrated EDI solution.
Businesses can use an add-on to their existing EDI system to instantly provide buyers with visibility into lead times and the ability to arrange product alternatives as well as conducting post-sale self-service, such as reporting shortages and requesting returns.
Your EDI customers can easily resolve inventory disputes and arrange alternatives through an interactive email link.
Speak to your Mysoft Account Manager or contact us to discuss these services in more detail.
So you’ve got Sage X3, but are not sure you’re making the most of it? Here’s a simple checklist we have put together to ensure your business capabilities are working with maximum efficiency across every department.
A system “health check” is a great way to assess both your ERP system and your business, this will help you evaluate the gaps and ensure you are getting the most out of Sage X3. ERPs are really just the digitisation and systematisation of real-world business processes, so when looking at the “health” of an ERP it needs to be reviewed in context of the business as a whole. A common challenge with systems is that they are implemented and then left largely unchanged for long periods of time, while the world changes around them. When this happens it means processes and ways of working become out of date, or new functionality isn’t adopted. Undertaking a system health check will allow your business to evaluate what still works, what needs updating, and what needs a total change.
a) Consider each functional element of the current solution – what’s working well, or, conversely, what needs attention in order to optimise the benefits being delivered?
b) How well is the system performing? Has the system and its environment been correctly configured and sufficiently updated to address your critical business, legal and regulatory requirements.
c) Do users need additional training in order to achieve the anticipated benefits of the solution?
d) Has the system been adequately documented? Do users know what to do and where to look if they need help.
e) Are appropriate internal and external support arrangements in place? Not just for the business in its current state, but with the future desired state in mind.
f) What additional development work or configuration might be required to enable the business to improve and grow? You might need to circle back to this point once you’ve been through the rest of the checklist, below…
Once a health check has been performed and the areas for change have been identified, then it’s time to get into the details – analysing what’s going on and how can it be improved is another way of ensuring you are getting the most out of Sage X3.
A logical way to approach this is by breaking this down into the different business areas. Looking at the activity within each department is great to see what does and doesn’t work well and then speaking to other businesses, or a business consultant, about what best practice looks like for businesses of your type. Be careful, though, as this can risk the process becoming a bit siloed, so make sure that this is viewed in context of the whole business. End-to-End business process scenarios (“day in the life”) are an excellent way to adopt a holistic vision of a business process.
Then it’s all about efficiency – can the current process be simplified or further systematised in order to obtain the same results (while adopting best practices where possible) or can certain tasks be automated in order to expedite them or generally save time when dealing with large volume activities?
Automation can have the knock-on effect of making your staff more productive as they then get involved in more valuable activities. Barcode scanning, rather than manual entry, can speed up the process of booking in stock and then picking and delivering orders. Batch processing your invoicing can help your credit control team spend more time chasing payments, or developing their customer relationships in general. Finally, using business intelligence tools to produce reporting packs can help to slash days off the time it takes to produce those packs at month end. Indeed, maybe people around the business simply need to be better informed about significant business activity, such as a major new order, customers hitting their credit limits, and so on, using workflow emails.
It might be that in some cases, as identified above, it’s not a matter of fixing an existing process but instead putting a new one in place. As with all things ERP, we want to start with “standard” – assessing the core, standard, functionality of the system is always the first place to start. This is usually the most cost-efficient and lowest-risk approach and makes sense to be the starting point. Take time to explore areas of the system that you’re not currently using – you might want to engage with a consultant, or be able to share their own experiences in that area, or who should be able to help you to determine if certain functionality might be available for internal evaluation.
Some easy examples for system improvement that are really common in Sage X3 sites tend to be around digitisation and automation – we’ve broken the list down below by business area to ensure each department utilises Sage X3 to full capacity and gets the most out of it:
a) Finance – bank integration, reconciliation, group consolidation, intercompany recharges
b) Supply chain – order to invoice processing and despatch, automating the procurement process, barcode scanning in the warehouse
c) Manufacturing – new product implementation, implementing MRP, production scheduling, shop floor data capture
d) General – introducing workflows and notifications, audit trail reporting, and landing pages to enhance user navigation and experience.
If you then come to the conclusion that you have key requirements not fulfilled by standard system behaviour, then there are a couple of avenues we can explore, such as incorporating other software to fulfil your needs or developing modifications around the existing system.
Sage X3 has been designed to be flexible and suited to the requirements of most product-centric businesses, with a vast array of configurable parameters and other settings. However, every business is different, and so there may be functionality that doesn’t quite fit the bill as far as you’re concerned. X3 has therefore also been designed with integrations in mind, and a growing community of independent software vendors, or ISVs, are now endorsed by Sage as providing value-add solutions that can integrate seamlessly with your X3 solution.
Here’s a list of just some of the ISV solutions that Mysoft has previously worked with (although please note that others are available):
A number of our customers have engaged with us to develop integrations with third-party solutions in areas such as CRM, warehouse management, financial databases, PLM and manufacturing solutions and others. Talk to us about what other customers have done and we’ll see if we can help.
Mysoft is also the author of X3CloudDocs, a cloud-based solution for your AP automation, document management and workflow needs. Alternatively, a number of other complementary solutions to Sage X3 are available on Sage’s Marketplace.
If you still need help with some specific functionality, then you can rely on Mysoft’s experienced team of consultants, backed by our unrivalled team of X3 developers, to provide you with efficient, cost-effective solutions to cater for your needs.
We have also developed a range of plugins for Sage X3 covering areas such as exchange rate management, credit card integrations, credit control diary notes, interfaces with carrier solutions and much more.
Increasingly, Mysoft’s customers are considering “cloud” as their hosting option of choice. With Sage offering Amazon Web Services and Azure hosting, and external providers also available, then, depending on your budget and level of solution complexity, Mysoft can help you to make the right choice.
Always stay up to date with a patching service from Mysoft. We can help you to ensure that you’re always on the latest recommended version of Sage X3, plus any ISV solutions that you choose to employ. Contact your Mysoft Account Manager for details.
Speed up the time it takes to test new patches with Sage’s Automated Test Platform (ATP). With ATP you design tests that can be easily repeated from one patch to the next, saving you man hours in set up and testing. You can also add further tests to take account of your own bespoke developments and ISV products.
With each new patch of X3, Sage also provides updated technical specifications, keeping up to date with essential third party software designed to keep your data, systems and environments safe. Our team of technical experts can review your environment against the Sage recommended standards and let you know where you might be falling behind.
If you’d like to know more or explore any of these options, check out our quote calculator or get in touch with us.
With the benefits of a standardised delivery model in mind, Mysoft has adopted a two-stream delivery approach to ERP projects: Kickstart & Toolkit. Both of these follow a standardised process at their core, with Toolkit building on this standardised framework to deliver more sophisticated, and bespoke, solutions.
Kickstart is a framework methodology: A method of delivering ERP using an existing project template as a framework to provide structure and control to a project, but allowing for a degree of variation, based on business needs.
This is an “off the shelf” solution, pre-configured with industry best practice settings and ready to get going quickly. This approach works fantastically for businesses which may not have established formal business processes, are looking for a more efficient and streamlined approach to business, or simply a return to a more refined business management solution.
ToolKit is a more traditional methodology to implementing ERP, building on tried and tested processes and standards to navigate a more “bespoke” form of implementation. Taking the starting point of Kickstart and reviewing each key business process, amending the process or reproducing it in Sage X3, and adding layers of automation and auditability.
This takes the “off the shelf” solution as a starting point and allows you to dive into the details in every area, allowing for more extensive configuration and a solution which more closely matches what your business looks like today.
Toolkit projects are typically longer-running than a simple, totally standard, Kickstart project; this is due to the more detailed scoping, the likelihood for modifications and non-standard processes (and therefore increased testing) and the generally broader scope of the delivery.
The core activities are similar to Kickstart; however, there is an increased volume of scoping and workshops early on, in addition to the parallel track of development and integrations likely to be underway. An increase in data migration and User Acceptance Testing (UAT) is also to be anticipated with a deliverable which is further away from the standard.
Initiate: This is the project launch phase characterised by establishing governance & alignment for the project, commencing technical pre-work (installations, etc.) and the formation of a unified project team from both businesses. A high level project plan and stakeholder map is one of the key deliverables from this phase. Key user training also typically takes place here.
Design: As the name would suggest, this is a key block of activity for the project in terms of definition of the target system and allowing all parties to fully understand key business requirements and process flows. If it is needed, bespoke development is likely to surface here as core processes are reviewed and challenged. Change control from this point on requires a clearly stately objective for the system and set of mutually understood project deliverables.
Build: Herein the core configuration us underway. Typically this phase is less of a draw on the customer, and therefore often data migration can commence on the customer side while configuration is underway. Workstream leads and subject matter experts (SMEs) will continue to be actively involved in reviewing and validating system set up as it is deployed. Extended training will commence here, alongside customer documentation of workflows and SOPs. Test plans will be established in preparation for validation.
Validate: This is the phase in which the team begin to appreciate the fruits of their labours, migrating test data into the system and running end to end testing (including that of any bespoke modifications. This phase allows for an entrenchment of training and the execution of real-world scenarios in the new environment.
Deploy: This is the final “core” phase of the project; go-live. With suitable training, clean data, pre-go-live activities and hypercare after the event, this should be a smooth transition from one system to another. Mysoft dedicate consultant and support resources around all project go-lives in order to ensure the confidence and success of the project team.
Adopt: The project doesn’t really stop after go-live however; first month-end, first quarter-end, and first year-end activities all go more smoothly with some assistance and collaboration with the partner; as a result Mysoft offer services around these as part of our standard delivery. Hereafter we are into the realms of continuous process improvement and the “forever project” of improving business efficiency, with phase two projects and beyond.
One can adopt, as a rough rule of thumb, a reasonable metric to estimate project timelines, using some of the following guidelines for both Kickstart and Toolkit:
a) What is concurrent activity vs. what is sequential?
Project management, which typically accounts for between 15% and 25% of a System Integrator’s time spent on an ERP project, is a concurrent activity. It continues throughout the project and takes place alongside other services.
Applications Consultancy (scoping, workshops, design, build, etc.) is typically delivered in a sequential fashion; with the component activities forming a ‘natural flow’ within a single subject (e.g. Finance, distribution, manufacturing, etc.) taking place from end to end. This may run in an interspersed fashion with the other subjects, in order to ensure a holistic vision is appreciated of the operation, however typically each sub-phase will be completed before commencing the next (i.e. build is complete before testing can commence). Therefore it is prudent to plan this as a sequential volume of days. Applications consultancy makes up the bulk of any ERP project.
Development typically takes place parallel to the project, running in its own stream; but will be contingent upon core system build for implementation to be completed. Therefore must be viewed as a “complexity factor”. There is no metric for this, as is is based on a case-by-case requirement.
Training typically takes place in waves throughout a project, and while other activities can theoretically take place at the same time it is traditional that training takes place at phases of the project which are lighter on other service provider activity (early days and pre-UAT) – therefore this is best planned sequentially. Training volumes range from project to project, but let’s estimate ~10% of a project is training.
b) How many service days can your business absorb in a month?
Most businesses are trying to actually continue to run a business around an ERP project, not just engage in a systems deployment; and in many cases, the project team is not purely dedicated to the deployment of the project, but rather taking the project on alongside their core role. As such, most businesses cannot absorb 20+ days of consultancy and training in any given month. One may expect a load of around 10-12 days per month may be reasonable for a business to accommodate.
c) What state is your data in? Who will migrate it? How much are you migrating?
Working on the basis that some data will need to be migrated over there will inevitably be a data cleansing exercise, which is always best performed by the business rather than the partner.
If you have adequate resource to clean and format the data for migration in parallel to the build phase of the project then there is no reason for this to extend or delay the project. However, high-quality data is required not only for go-live but also for UAT, therefore it is imperative that this is undertaken from as early a stage as possible in the project. If large volumes are being migrated, inevitably longer activity times will be associated with this and therefore this has the risk of elongating the project.
Therefore if a project is, say 220 days of core services + 80 days of development (+PM). We can apply the following logic:
Concurrent: 40 days project management
Parallel: 80 days development, 15 days development PM.
Sequential: 180 days Consultancy and Training, Business performs UAT, Business performs data migration.
If the above estimates are correct, and using 12 days of PS absorption per month, then we would project a 15 month run of professional services.
Once we take into account User Acceptance Testing (UAT) and any contingency then an 18 month project for this volume of days would be a reasonable, and logical, supposition. However, working collaboratively and to a timeline, with adequate resourcing on both sides and a realistic change control process can accelerate this by up to 50% in some circumstances.
In conclusion, customers will naturally select the appropriate implementation method for them (with the guidance of their delivery partner); understanding whether the software meets their requirements “as standard” or requires modification is the starting point for this. Mysoft help our customers to identify whether modifications are required, or whether adopting best practice is sufficient, through a detailed and thorough discovery process; in this process a business analyst will review the business systems and process “as is”, and also the desired state, in order to determine the right approach – guided by timelines, budgets and internal resources.
Check out our Toolkit Calculator and get your free quote.
As an central integration toolkit, Magma enables your business to manage a diverse range of line-of-business integrations including EDI, 3PL, WMS, Ecommerce, from a single toolset.. Using the same core system, Magma can handle the many messages required between X3 and these other business systems, providing consistency and confidence in the automation of data interchange.
The Magma platform has been providing business benefits to Sage customers since 2002. Based on the challenges of a single customer using Sage Line 500, the brains behind Magma used their experience of EDI and XML technologies to produce a solution that met the needs of that customer. This has since grown and evolved over time to incorporate a wider ecosystem of solutions and integration types, and the product has developed in line with technological advancements across the market.
While the technology behind Magma has evolved – as have many of the apps and processes used to drive our customers forward – the principle is the same today as it was in the beginning: to improve efficiency and increase productivity across the business space through systems integration. No matter what systems they use, no matter what product they are selling, Magma ensures our customers’ efficiency at every step of the business process.
Magma supports a range of data formats, ranging from traditional flat-file interfaces and spreadsheets to webservice API and EDI technology. configured to support. Designed to be lightweight, Magma fits into your existing architecture seamlessly so that when configured and running, there is little interaction needed – you can be confident that the processes are running in the background and your business can operate efficiently. Magma can run multiple simultaneous “threads” of integration with each one configured to execute at timed intervals or in response to an external action or trigger; supporting an omni-channel operation.
ZAP were founded in 2001 and have offices across the globe in the USA, Europe, Australia and South Africa, and multiple sales partners across over 80 countries.
So how can ZAP Data Hub change the way you manage and analyse your data?
With pre-built data model solutions to give you access to accurate and trusted reports in the fastest possible time, there’s no need for you to start from scratch and waste time by building the data connection, data model etc. on Sage X3.
The solution connects to your Sage X3 system to ensure that you have an insight into your business as a whole via pre-built dashboards and reports.
ZAP process can be broken down into 4 elements:
The smart data connectors automatically connect to Sage X3 and pull your data into our pre-built solution.
The automation creates a pre-built data model consisting of your core modules like Finance, Sales, Inventory, Purchasing and Manufacturing. The endpoint of this automation is a ready-made cube for you to use to build reports/dashboards.
With over 150+ reports and dashboards you can use what has been pre-built for you and accelerate your reporting journey or build your own custom reports that suit your business.
This feature enables you to decide who gets to see what information within the organization. This can be done at both department level and individual user level.
Through this you decide how often your data needs to be updated at both the complete warehouse and individual pipeline level.
Whether it is building reports and dashboards from Sage X3 or unifying your Sage X3 data with other sources in the business-like CRM, Payroll, HR etc., the solution is completely customizable and scalable to give you one version of your data truth.
Contact us today to see how we can make your data management and BI journey easier with ZAP.
Using broad brush strokes we can take a view of the estimated cost of a project by selecting modules of the software to cover functionality, selecting user numbers and the business geography that will be included along with the hosting options. As mentioned, this is a broad estimate but is useful for indicative figures.
It is important to consider whether the software will be required to manage the following areas: Finance, CRM, Sales, Purchasing, Inventory, Manufacturing, Quality, and eCommerce.
Each of these will add the additional cost of licence and configuration of the solution with varying degrees of influence. Controlling a wish list and implementing functionality in a phased manner is a way of controlling project costs.
A single-entity organisation is very different in its requirements to a multiple entity because of its additional ledgers, sites, processes, and reporting consolidations. These all add up to the complexity of a solution. Whether there will be operations in a single currency or multiple currencies will affect the inter-ledger activity and the overhead of reconciliation within the system.
Operating in the UK is a known quantity, with flexible account structures, simple tax rules and detailed reporting functions which most businesses are familiar with. When operating in multiple legislations a multitude of tax rules, reporting standards, fixed asset treatments, charts of accounts and other variables can come into play. Each additional legislative area can add intricacy to the project and overhead to the implementation.
Quite simply, some software is based on named users and some on concurrent licences. Named users are non-transferable licences which are assigned to an individual and concurrent licences are transferable licences operating in a ‘pool’ for use as required. This makes comparing 2 systems’ costs somewhat challenging as their licencing structures may vary and without a clear concurrency metric, it is difficult to ascertain which is providing better value. However, despite this, generally, a vendor can provide a licence cost of the software based on the number of users.
There are many choices available for ERP hosting and these each affect the solution available. Likewise, they each have associated cost implications, with on-premises being the most capital intensive and a traditional ownership model, while both the hosted and cloud options are revenue costs in the form of a subscription, typically annual.
The above information will provide an ERP implementation partner with enough data to provide a ballpark figure, but this will be highly speculative and will include a good bit of guess work. In order to provide more accurate proposals a partner will need to undertake significant investigations, usually referred to as a ‘deep dive’ or ‘discovery’ phase. These will involve investigations into the following:
Without the above information it is not reasonably possible to propose a solution, nor is it reasonably possible to qualify or disqualify the suitability of the solution for the prospective customer. The discovery phase of the purchasing cycle is vital to ensure that the project is scoped adequately, information is captured and all parties are aware of what is being proposed as included and excluded. A proposal for an ERP solution should be accompanied by a detailed document of specifications to which all parties agree.
To summarise, trying to estimate the costs for Sage X3 can be a bit of an art; however with an open, transparent line of communication between buyer and vendor, it is possible to reach “ballpark” figures relatively easily, and really hone down in terms of precision once more of the nuance is established.