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Sage X3 Certified Technical Consultant

The Sage X3 Certified Technical Consultant validates the candidate has the knowledge and skills to analyze the customers' needs and work competently in installing and system administration of Sage X3. Through a series of hands-on interactive learning courses, the consultant demonstrates the skills learned in installing and defining settings including managing folders/connections, configuring the application, monitoring key settings, defining endpoint user and global access, authoring functions, managing tables and data, defining reporting information, defining general parameters, entry transactions, and additional common data elements, defining workflows, import and export data, and personalizing landing pages. Candidates who have earned this credential have demonstrated their skills through completion of an exam. This credential may require periodic assessment of skills and knowledge and renews on an annual basis.

Skills / Knowledge

  • Architecture and requirements
  • Installation planning
  • Installation and configuration
  • Patch installations and modifications
  • Objects and patch creation
  • Cumulative patching
  • Patch finder
  • Test updates
  • Automated Test Platform
  • Server directories
  • Folders and Connections
  • Global Settings
  • Web and Classic Client Sessions
  • Open Sessions and Processes
  • Storage areas
  • Regional preferences
  • Endpoint user access
  • Security profiles
  • Groups, roles, and global users
  • Authoring functions
  • Navigation
  • Home pages
  • Storage and document control
  • General parameters
  • Working with and Defining Activity Codes
  • Tables and data
  • Business Statistics
  • Batch server
  • Report codes
  • Workflows and Notifications
  • Local menus
  • Entry transactions
  • Sequence numbers
  • Records
  • Formulas
  • Microsoft Office integration
  • Attachment Management
  • Importing and exporting data
  • Printing
  • User-defined queries/requesters
  • Process flows
  • Menu items
  • Landing pages, inquiries and objects
  • Customizing screens
  • Sage X3
  • Consultant
  • Technical Consultant
  • Utilities