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The CitySoft technical team often talk about Sage X3 folders. So, what is a Sage X3 folder?

A folder is a repository that contains management rules, parameters, and data for one or more business entities. It consists of a directory tree set on the application server containing programmatic objects (programs, screen definitions, reports, etc.) and tables stored in a dedicated schema within the associated Oracle or SQL Server database.

When installing Sage X3 two folders are typically created:

  • An X3 reference (or parent) folder: The reference folder that contains all the standard software programs, screens, reports, etc.
  • SEED: A demonstration folder that can also serve as a model folder from which new folders can be created by parameters (and possibly partial data) duplication.

A large number of ERP systems are based on creation of an Oracle or SQL Server database per Company. Of course, this quickly becomes unwieldy as a Group or Enterprise adds multiple entities. Matters such as inter-company transactions, eliminations & consolidations become problematic or require additional software to overcome growing business complexity. In many instances Group financial reports can only be conjured up using reporting tools and without a consolidated entity. 

With Sage X3, a folder contains all of the enterprises entities and sites. Sage X3 was designed to manage the sophisticated flow of transactional data between sites and companies in a Group as well as production of Group financial reports.

Importantly, one Sage X3 folder can contain multiple legal entities and sites with their own unique fiscal calendar and home currency.

 

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