Sage X3 Customization
The Sage X3 template offers a suite of customization options so you can adapt analytics and reporting to your company’s specific structure, business rules, and operational needs. These tools allow you to refine data models, configure financial logic, and ensure your Nectari environment delivers accurate, actionable insights tailored for your organization.
In this section:
| Feature | Description |
|---|---|
| Account Grouping | Customize and manage how accounts are grouped for KPIs, reports, and financial statements. |
| Budgets for Cubes | Define, edit, and track financial budgets within OLAP cubes for planning and variance analysis. |
| Finished Products Global Variables | Set up variables for accurate cost of goods sold and inventory calculations. |
| Finance Open Balance | Calculate and reconcile opening balances for finance cubes and fiscal years. |
| Dimension Mapping | Map system and analytical dimensions for more flexible reporting and analysis. |
| Reporting Currency | Configure a single reporting currency for group-level and multi-entity consolidation. |
| Global Currency Rates | Maintain and update exchange rates for consistent currency conversion and consolidation. |
| Internal Dictionary | Import and update Sage X3 table and field descriptions for clear metadata in reports and models. |