What’s new in 2025 R2

The release of Sage X3 2025 R2 represents a major step forward in Sage’s long term ERP strategy for midsize and large organizations. This release introduces meaningful advancements in AI, automation, customization, and connected services while also continuing efforts to modernize the platform’s foundation.

Rather than focusing on isolated features, Sage X3 2025 R2 reflects a broader vision to deliver a secure, extensible, and insight driven ERP that supports faster decision making, safer customization, and improved operational performance across sales, finance, manufacturing, and supply chain.

This blog provides a clear and accurate overview of what is new in Sage X3 2025 R2 and why it matters for organizations planning their ERP roadmap.

Highlights of 2025 R2 Release

Sage Copilot for X3 Brings Actionable Sales Intelligence

Officially launched with this release, Sage Copilot for X3 is designed to support Sales Operations through embedded Conversational AI and Sales Intelligence Agent offering contextual insights directly within the Sage X3 user experience.

Users can interact with Sage X3 using natural language to ask questions related to sales activity, customer orders, and fulfillment events. This conversational capability is paired with the Sales Intelligence Agent, which continuously analyzes data and proactively surfaces insights relevant to sales managers and sales representatives.

With this release, the Sales Intelligence Agent focuses specifically on sales and order management scenarios, including overdue sales orders, delayed shipments from the previous week, unvalidated shipments, non-invoiced deliveries and sales trends such as customers with declining order value.

Sage Copilot for X3 is currently available in English, French and Spanish, with insights being delivered in context. Enabling sales teams to anticipate risks, manage fulfillment issues, and identify at risk customers without relying on external tools or manual reporting.

AI Powered Automation for Finance and Reporting

Sage AP Automation in Sage X3

2025 R2 expands upon existing AI-powered automation within finance through enhanced accounts payable automation. Using machine learning, invoice data is captured and digitized, matched to vendors and purchase documents, and assigned general ledger codes and dimensions based on learned patterns.

This capability allows accounts payable invoices and purchasing transactions to remain in a single source of truth within Sage X3, reducing manual processing, improving accuracy, and accelerating invoice posting.

Sage Business Reporting Embedded with Sage X3

Another major addition in 2025 R2 is Sage Business Reporting, which enables users to export Sage X3 data directly into custom Excel-based reports. With embedded AI support, users can receive explanations and insights alongside real-time ERP data, helping finance teams analyze results and make informed decisions faster.

This approach reimagines reporting by keeping users in familiar tools while maintaining a live connection to Sage X3.

Improved Supply Chain Visibility with Sage Supply Chain Intelligence

2025 R2 introduces deeper supply chain visibility through Sage Supply Chain Intelligence, a connected solution designed to close the gap between purchase order creation and delivery.

Integrated with Sage X3, this solution enables real-time supplier collaboration, milestone execution, and improved tracking of purchase orders across their lifecycle. Organizations can create purchase orders in Sage X3 or within the supply chain solution, collaborate with vendors, manage workflow-driven changes, and track supplier performance over time.

Sage Supply Chain Intelligence is currently available in the United States for early adopters, with additional integration capabilities planned.

Sage X3 Builder Expands Safe Customization and Development

Sage X3 Builder continues to play a central role in Sage’s development-first ERP strategy. In 2025 R2, Sage X3 Builder offers extended customization capabilities and enhanced developer experience while maintaining safe upgrade paths.

Built around a native GraphQL API framework and a modern Visual Studio Code development environment, Sage X3 Builder supports customization of APIs, mobile applications, and the development of new web and mobile apps without requiring deep Sage X3 specific knowledge.

Enhancements delivered in this release include expanded GraphQL APIs for finance, fixed assets, work orders, bills of material, and product sites, improvements to automated testing through the Sage X3 Automated Test Platform, official delivery of the Developer Studio plugin for Visual Studio Code, deployment automation improvements, and performance optimizations related to functional authorizations.

Sage X3 Builder is part of the core Sage X3 platform and includes access for automated testing users.

User Experience Platform and Security Enhancements

Sage X3 2025 R2 also includes a broad set of updates focused on usability, modernization, compliance, and security.

User Experience Improvements

User experience enhancements include performance optimizations that reduce unnecessary updates, improved field level help that reliably links to relevant documentation, persistent scroll positioning after refresh actions, and printing performance improvements. These updates are designed to reduce friction and improve productivity during daily use.

Platform Modernization and Security

Platform updates include expanded REST request limits, increased field limits on screens, enhanced standard query protection, and upgrades to supported infrastructure components such as MongoDB. Legacy mobile clients are being deprecated as part of Sage’s ongoing modernization and security strategy.

Safe Customization Framework Enhancements

The Safe Customization Framework continues to evolve with better visibility into conflicting elements during updates, enhanced testing feedback, and expanded personalization options aligned with configuration over customization best practices.

Mobile Automation Enhancements

Manufacturers and distributors benefit from new Mobile Automation capabilities that enable users to capture data by scanning a single composite code across multiple mobile transactions, including purchase receipts, stock changes, and pick tickets.

Additional enhancements include stock confirmation on pick tickets, new options for purchase receipts by shipment, expanded customization support for transactions such as miscellaneous issues, inter-site transfers, stock changes by license plate number, and material consumption.

Mobile Automation also becomes available for X3 Warehousing in this release, supporting standard warehouse transactions such as receipt and putaway.

The Next Era of Sage X3

This release reinforces Sage’s vision and commitment to making Sage X3 the leading SaaS ERP platform for midsize and large enterprises that require deep functional coverage along with advanced tailoring and customization capabilities.

By bringing together Sage Copilot, intelligent automation, modern development tools, and connected Sage solutions, the X3 platform has taken a significant step forward. These advancements place a strong emphasis on improving efficiency while giving organizations the tools they need to shorten production cycles, accelerate revenue generating processes, and adapt at scale to evolving business and compliance requirements.

Taken together, Sage X3 2025 R2 represents a pivotal moment in the platform’s evolution. There has never been a better time to be a Sage X3 user, and the future of the platform has never looked stronger.