What’s New in SEI V9- Financials on the Web

Financials on the Web

SEI V9 comes with many improvements including the Universal Data Model(UDM). The UDM allows you to create comprehensive reports using data from various sources(sales, inventory, etc).

Free your financial data. Creating financials on the web allows executives and senior staff members to have a comprehensive look at the company’s financial position while allowing for the flexibility to see current and past data.

Financials on the web means you can view your data on the go! No more refreshing excel workbooks, understanding formulas or waiting on coworkers to update excel workbooks .

Executive staff members, not normally working in excel, could have easy, instant access to important information, used to make key business decisions, like a balance sheet & income statement.

User also have the ability to drill down to different dimensions and details or roll up multiple accounts on same line. Financials come print ready so no time is needed to make them pretty. Easily export to excel/pdf or use the SEI distribution service to have them emailed on a schedule to appropriate team members.

Utilize the new budget entry tools available with SEI V9 to allow users to enter budgets and submit them for review. Also include a side by side budget with ease.

Below is an example of what is possible.

Check back later this week for more details on what’s possible with the finance UDM.

If you’d like a demo of V9 or have questions, contact us at (412) 226-3086 or admin@rebdev.com.

What’s new in SEI V9: The Universal Data Model(UDM)

The Universal Data Model(UDM) elegantly allows a user to create consolidated reports that use multiple data sources. This means, you can create a comprehensive report with details from finance, sales, inventory, CRM, etc without having to run multiple reports and manually compile the data.

Having access to this data on the web empowers users to view their data when and as often as they want. Users also have the advantage of their data being live and up to date.

A great way in which to utilize this powerhouse feature would be to create an executive level report that highlights the KPI’s of the business. Viewing this data online allows it to be organized in an engaging and appealing format that users can easily navigate online or export and print.

Not all relevant values come from X3; some values may come from outside the system such as available credit from the bank or expected receivables. In SEI V9 you can create a template to enter these values manually and store it in a place where it can be later used to compare to other information that comes from X3.

Below is an example of what is possible. This report displays the four prior month’s values and divides the current month into weekly values.

This is an example of a customer report that takes key financial information, e.g. AP/AR, available cash and combines it with orders created, orders shipped and the backlog of orders then combines all of that with labor information, e.g. labor cost, efficiency, units produced.

SEI V9 includes many useful out of the box reports and dashboards. Follow this blog as we begin to explore more of them in detail.

If you’d like a demo of V9 or have questions, contact us (412) 226-3086 or admin@rebdev.com with details of your project request.

What’s new in SEI V9

In this article I’ll highlight some of the changes and updates to the reporting tool.

V9 of SEI comes with multiple updates and advantages. First, you’ll notice the color change. The interface is now a pleasant blue and white, which mimics the color scheme of Sage X3 v12. You’ll then notice some of the icons and labels have been updated as well.

In the command center you’ll notice the extra 3 lines button at the top now. This allows you to expand or collapse the side panel. Next you’ll notice that the icon have changed & shifted positions. Looking at V9, going down the panel, you now have the Data Models and Views, Dashboards, Reports, and Favorites.

SEI V9 Command Center
SEI V8 Command Center

Icons and name changes were also made to the report tools. Looking at V9, you’ll see the calculation option has changed to operations signs, Dimensions and Measures icon has changed to a ruler, and the Worksheet Properties option has changed to a gear.

SEI V9 Report Tools
SEI V8 Report Tools

Along with some cosmetic changes, new features and reports have been added as well. First, documentation has moved online making it easier to find what you need.

On the left you’ll find an easy to navigate index of topics and a search bar on the top right

Next, let’s look at what’s new with the reports (Views). You can now add images and HTML links into worksheets. They’re even exported when sharing a worksheet to excel.

A freeze group column property has been added allowing the groups column to stay in place while scrolling to the right.

Lastly, lets look at the report scheduler. If you’re not using this feature, you should! It allows reports to be sent out on a schedule for ease of visibility and use. Before version 9, a scheduled job had to be created for each report to send. However, now, you can define multiple reports to send per job, making the process more efficient and allowing the recipient to see all of their reports in one place. Simply add all of the reports in the ‘Web Views’ tab and then manage them in the ‘Consolidated report” tab.

For more features check out the SEI Knowledgebase (https://onlinehelp.sageenterpriseintelligence.com/Latest/en/Home.htm) or contact us at (412) 226-3086 or admin@rebdev.com.

How to Update Customer Email Addresses

In Sage X3 is possible to store customer contact information by ship to address. Sometimes customer contacts change or information needs updated.

Customer emails can be added/ updated by navigating to Common Data> BPs> Customers

Choose your customer from the left list and navigate to the Addresses tab

Choose from the list of address

Scroll to the bottom of the tab to the Email block. Here you can enter email addresses