{"id":312,"date":"2012-04-19T08:25:49","date_gmt":"2012-04-19T08:25:49","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=312"},"modified":"2018-09-11T06:13:13","modified_gmt":"2018-09-11T06:13:13","slug":"financial-data-extraction-in-sage-erp-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2012\/04\/19\/financial-data-extraction-in-sage-erp-x3\/","title":{"rendered":"Financial Data Extraction in Sage ERP X3"},"content":{"rendered":"<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP X3<\/a> provides a powerful, financial-oriented data extraction facility for all inquiry and reporting needs. Used in conjunction with information, users can easily design and generate all company-specific operating statements, balance sheets, and other financial reports and inquiries. Sage ERP X3 provides a number of report-building tools, such as row and column content and formatting flexibility, as well as content restriction facilities such as reporting and company group codes.<\/p>\n<p>Financial Data Extraction (FDE) in Sage X3 ERP works in 3 stages:<\/p>\n<ul>\n<li>FDE Setup Creation<\/li>\n<li>Calculation<\/li>\n<li>Inquiry<\/li>\n<\/ul>\n<ol>\n<li><strong>FDE Set-up:<\/strong><br \/>\n<strong>Function Path:\u00a0\u00a0<\/strong><strong>Parameters &gt; Financials &gt; Accounting forms &gt; Financial data extraction<\/strong><\/p>\n<p style=\"text-align: justify;\">This function is used to carry out financial data extractions relating to the following elements: general, dimensional and budgetary accounting. The attributes of the financial data extraction are defined within this function: specified here are the report format as well as the formulas that will make it possible to extract the amounts and quantities.<br \/>\nThe financial data extractions shipped as standard can be modified by the user. The below screen shot helps you in configuring the FDE in X3.<a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2012\/04\/Image1-FDE.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-314\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2012\/04\/Image1-FDE.jpg\" alt=\"\" width=\"663\" height=\"349\" \/><\/a><\/p>\n<\/li>\n<\/ol>\n<ol start=\"2\">\n<li><strong>FDE Calculation:<\/strong><br \/>\n<strong>Function Path:\u00a0\u00a0<\/strong><strong>Financials &gt;\u00a0Reporting &gt; Financial Data Extraction <\/strong><strong>&gt;\u00a0Calculation<\/strong><\/p>\n<p style=\"text-align: justify;\">Through this functionality, we are able to calculate or update the calculation of a group of tables (in mass or by unit). The calculation procedure needs to be done before any FDE inquiry. The parameters are entered through a single screen based on selected Report Group.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2012\/04\/Image1-FDE-Calc.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-315\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2012\/04\/Image1-FDE-Calc.jpg\" alt=\"\" width=\"688\" height=\"357\" \/><\/a><\/p>\n<\/li>\n<li><strong>FDE Inquiry:<\/strong><br \/>\n<strong>Function Path:\u00a0\u00a0<\/strong><strong>Financials &gt;\u00a0Reporting &gt; Financial Data Extraction <\/strong><strong>&gt;\u00a0Inquiry<\/strong><\/p>\n<p style=\"text-align: justify;\">This option makes it possible to consult the financial data extractions. Before carrying out the very first inquiry, it is necessary to have launched at least once the Calculation option of the financial data extraction that enables grouped initial extraction generation and assigns a version number to each extraction. It is also possible to launch a calculation for a financial data extraction provided directly from this option.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2012\/04\/Image1-FDE1.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-313\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2012\/04\/Image1-FDE1.jpg\" alt=\"\" width=\"628\" height=\"350\" \/><\/a><br \/>\nThis Blog gives a brief overview of the FDE feature available in X3. We will elaborate on each of the above points in our upcoming blogs on Sage ERP X3.<\/p>\n<\/li>\n<\/ol>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated applications such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a> and have developed add-ons such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight <\/a>\u00a0and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage ERP X3 provides a powerful, financial-oriented data extraction facility for all inquiry and reporting needs. Used in conjunction with information, users can easily design and generate all company-specific operating statements, balance sheets, and other financial reports and inquiries. Sage ERP X3 provides a number of report-building tools, such as row and column content and\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2012\/04\/19\/financial-data-extraction-in-sage-erp-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[245,819,1073,2079],"class_list":["post-312","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-calculation","tag-financial-data-extraction","tag-inquiry","tag-setup"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/312","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=312"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/312\/revisions"}],"predecessor-version":[{"id":15616,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/312\/revisions\/15616"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=312"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=312"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}