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.

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

How to Change the Expiration Date Reference in the Lot Mass Change Function

When entering an expiration date in the Lot Mass Change function or Characteristics change function, the year might default to 19xx. For example, you might set the date to 3/1/30 but the date then defaults to 3/1/1930 when you meant 2030. This causes your lot to be expired and unusable!

To resolve this, navigate to Administration> Administration> Global Settings

Click “Edit” on the right hand panel

Change the upper bound of two digit year expansion interval field to your desired year

Click “Save” on the right hand panel.

Now when 3/1/30 is entered, the date will display as 3/1/2030