Sage 300 Training

Sage 300 Training

Sage Training Courses

We are accredited to train Sage 300, Sage X3, Sage Evolution, Microsoft End User, MS Project, Enterprise Project Management, Excel on Steroids and MS Dynamics AX End User. We offer free online pre-training assessments in order to test the users’ capabilities in terms of basic, intermediate and advanced knowledge on the software mentioned earlier. Since this assessment is by module it is important to indicate which modules you need specific users to be assessed in.

Introduction to AccountingRead more...

Intoduction to Sage 300 Read more...

Sage 300 General Ledger Read more...

Sage 300 Accounts Payable Read more...

Sage 300 Accounts Receivable Read more...

Peresoft Cashbook Read more...

Sage 300 Purchase Orders Read more...

Sage 300 Order Entry Read more...

Sage 300 Inventory Control Read more...

Sage 300 Internal Requisitions Read more...

Sage 300 Project & Job Costing Read more...

Sage 300 System Administration Read more...

Sage 300 Refresher on Accounts
Receivable & Order EntryRead more...

Sage 300 Refresher on Accounts
Payable & Purchase Orders Read more...

Sage 300 Refresher on General
Ledger & Peresoft Cashbook Read more...

Sage 300 Refresher on Inventory
Control Read more...

Sage 300 Crystal Reports:
Introduction Version 11 Read more...

Sage 300 Financial Report Writer Read more...



Live Instructors

Courses are delivered by experienced trainers, whom you can ask questions to directly. Classes also have a maximum of 10 delegates.

Accredited Training Provider

AccTech Systems is an accredited training provider with MICT Seta and Certiport Microsoft Office Specialist (MOS) certification

Relevant & Focussed

Courses focuses on the skills you need, with relevant exercises and plenty of time to review.

Intoduction to Accounting

2 days from 9:00 till 16:00

Description on this course

During the Introduction to Accounting course the user will learn the basics of accounting and how to apply that to his or her ERP system, as well as the flow of source transactions to the General Ledger, and what effect those transactions will have on your financial reports.

Intended Audience

All Sage 300 ERP users that have no accounting background, or need to update their skills

Prerequisites

• Computer/Windows literate
• Basic MS Office understanding

TOPICS COVERED

• What is accounting?
• Understanding the differences between debits and credits
• Understanding grouping of accounts
• Understanding T accounts
• A=E+L (What it means, and what affect it has on your business
• What formats of that formula can be used
• How the formula can be used to explain the effect that clearing accounts have on the equity of a business
• Accounts and control accounts
• Assets, liabilities, equity, revenue, cost of goods, administrative expenses
• Why accounts need to balance
• Linking accounts to groups for easier reporting
• Clearing accounts
• Control accounts
• Trial balance
• Income statement
• Balance sheet
• Cash flows
• Variance reporting
• Consolidations of companies
• Intercompany transactions
• Consolidations of transactions
• Multi-currency transactions
• Exchange gains and losses
• Unrealized gain/losses
• Realized gains losses
• Journals
• Reversal of journals
• Provisions
• Accruals
• Creditors, debtors
• Balances sheet balancing, trial balance balancing
• Financial packs and reporting
• The interaction of above with Sage 300 ERP products
• Troubleshooting

Introduction To Sage 300

3 days from 9:00 till 16:00

Description on this course

The Introduction to Sage 300 course has been designed for new users – people who have never worked on Sage 300 (formally known as Sager ERP Sage 300) core modules before, and needs to understand the overall workings and mythology of Sage 300 as an ERP system, and also for students that needs to know the basics of accounting and how this incorporates into Sage 300.

Intended Audience

• New/basic Sage 300 users
• Job seekers
• Skill development students

Prerequisites

• Computer/Windows literate
• Basic MS Office understanding

TOPICS COVERED

• Introduction to basic accounting principals
• Introduction to SQL Server
• Navigation through SQL server 2005,2008 r2
• Database creation in SQL 2005,2008
• Backups in SQL
• Restore of databases in SQL
• Creation of open data base connections in administrative services
• Test the connections
• Create databases for companies in Sage 300 (formally known as Sage ERP Sage 300) database set up
• Activate sub modules
• Accounting principles relating to Sage 300 processes
• Setup options in Sage 300 core modules
• The effect of user rights on the work ability of Sage 300
• To understand periods in Sage 300
• Adjustment and closing periods
• Setting up of multi-currency companies
• Planning before creating
• Options for General Ledger, Accounts Receivable, Accounts Payable, Inventory Control, Purchase Orders, Order Entry, Peresoft Cashbook
• The connection between Crystal, Financial report writer, Insight reporting, business Intelligence and Sage 300
• Reasons for Purchase Orders and Order Entry
• Month and year end procedures
complete the process
• Changing the user interface
• Crystal Reports
• Financial Reports
• Work station set up
• Data on server
• Program files available locally
• How to create
• Deleting batches Receivable
• Understanding Sage 300 tables
• Understanding Universal Network Conventions (UNC)
• Understanding map drives, why UNC’s are better?
• Troubleshooting
• All import and export functions
• Navigate through Peresoft products
• What is a batch formatted system?
• Clearing accounts
sheet
• Control Accounts

Sage 300 General Ledger

1 day from 9:00 till 16:00

Description on this course

During this course the user will be shown how to maximize the efficiency and accuracy of financial data. Sage 300 General Ledger provides a view of the robust feature set, designed to handle the most demanding budgeting and processing needs. The user will be shown how General Ledger fully integrates with all the Sage 300 modules and is the key to maximizing the efficiency and accuracy of your financial data. If you need to understand multi-currency accounts, auto allocation and roll ups, this course is for you.

Intended Audience

• Bookkeepers
• Accountants
• Auditors
• Internal Auditors
• Everybody else that will need to make sense out of any financial reports, or that needs to do budgets, variance reports or maintain any general ledger accounts, the setup of it, as well as maintenance of those accounts.

Prerequisites

Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows.

TOPICS COVERED

- Introduction to General Ledger

- Before using General Ledger

- Maintaining accounts

- Transaction processing

- Periodic processing

- Reports

- Error messages

- Importing and exporting

- General Ledger Security

- Reports

Sage 300 Accounts Payable

1 day from 9:00 till 16:00

Description on this course

During this Sage 300 Accounts Payable course you will be provided with the tools to streamline your entire cash flow process and help you save money.

Intended Audience

• Directors of Accounts Payable
• Directors of Accounting
• Accounts Payable Managers
• Accounts Payable Supervisors
• Accounts Payable Controllers
• Accounts Payable Officers
• Accounts Payable Clerks
• Accountants
• Administration Managers
• Financial Managers

Prerequisites

Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows.

TOPICS COVERED

- Introduction to Accounts Payable

- Before using Accounts Payable

- Maintaining accounts

- Transaction processing

- Periodic processing

- Reports

- Error messages

- Importing and exporting

- General Ledger Security

- Reports

Sage 300 Accounts Receivable

1 day from 9:00 till 16:00

Description on this course

The Sage 300 Accounts Receivable course we will provide you with the ability to manage your customers and fine tune customer relations by keeping track of important sales information and outstanding balances.

Intended Audience

• Any delegates who have interaction with Debtors
• Debtors receipts
• Rebate processing
• Group stores or database management
• Debtor management and reporting
• Debtor admin clerks
• Debtor managers
• Risk managers

Prerequisites

Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows.

TOPICS COVERED

- Introduction to Accounts Receivable

- Before using Accounts Receivable

- Maintaining Customer Records

- Processing invoices, credit notes and debit notes

- Processing receipts, refunds and adjustments

- Periodic processing

Peresoft Cashbook

1 day from 9:00 till 16:00

Description on this course

During this course we take the user through the set-up options of cashbook, bank accounts, source and distribution codes, tax groups and key reports. Included are the capturing of all type of transactions and reconciliation to the Bank Statement.

Intended Audience

• Cashbook clerks
• Bookkeepers
• Accountants
• Financial officers
• Auditors
• Internal auditors
• Sage 300 users with rights
• Anybody that works with banks or reconciliations to do with cash receipts and cash payments

Prerequisites

Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows.

TOPICS COVERED

- Cashbook set-up options

- Bank accounts

- Source codes

- Distribution codes

- Tax groups

- Key reports required

Sage 300 Purchase Orders

1 day from 9:00 till 16:00

Description on this course

During this course we explain the concepts of creating, posting, and reviewing requisitions, purchase orders, receipts, invoices, returns, credit notes, and debit notes. In addition, we outline how you can use Sage 300 Purchase Orders to report purchasing data and carry out the periodic tasks and procedures that are part of your normal routine.

Intended Audience

• Any user creating purchase orders
• Stock controllers
• Cost accountants
• Warehouse managers
• Floor managers
• Any stock controllers

Prerequisites

Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows.

TOPICS COVERED

- What you need to know before using Purchase Orders

- Maintaining setup information

- Periodic processing

- Reports

- Purchase orders security

- Technical information

Sage 300 Order Entry

1 day from 9:00 till 16:00

Description on this course

Sage 300 Order Entry allows you to enter orders and sales returns and print invoices, credit notes, order confirmations, picking slips and shipping labels.

Intended Audience

• Bookkeepers
• Accountants
• Auditors
• Internal Auditors
• Everybody else that will need to make sense out of any financial reports, or that needs to do budgets, variance reports or maintain any general ledger accounts, the setup of it, as well as maintenance of those accounts.

Prerequisites

Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows.

TOPICS COVERED

- What you need to know before using Order Entry

- Maintaining setup information

- Processing orders, shipments, and invoices

- Processing credit notes and debit notes

- Periodic processing

- Reports

- Error messages

- Importing and exporting

- Order entry security

- Technical information

Sage 300 Inventory Control

2 days from 9:00 till 16:00

Description on this course

If you have knowledge of previous versions of Sage 300 and would like to get up-to-date on all the latest features as well as best practice use of Sage 300 Inventory Control then this is the course for you. All our courses are highly interactive and are designed to enable attendees to immediately apply the skills imparted in the workplace.

Intended Audience

• Stock controllers
• Operational managers
• Sage 300 users
• Floor managers
• Bookkeepers
• Financial officers
• Cost accountants
• Any person involved In stock

Prerequisites

Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows.

TOPICS COVERED

- What you need to know before using Inventory Control

- Maintaining setup information

- Maintaining item and price list information

- Processing inventory control transactions

- Day end and periodic processing

- Reports

- Errors, warnings and confirmations

- Importing and exporting

- Inventory control security

- Technical information

Sage 300 Internal Requisitions

Half-day from 9:00 till 12:30

Description on this course

Sage 300 Internal Requisitions enables a business to issue consumable stock from a central warehouse to internal cost centres, while costing the relevant expenses to cost centres set up for these cost centres, down to the tenth level. The Sage 300 Internal Requisition module links directly to Sage 300 Inventory Control and Sage 300 General Ledger.

Intended Audience

• Bookkeepers
• Accountants
• Auditors
• Internal Auditors
• Store managers
• Floor managers
• Operational staff
• Stock controllers

Prerequisites

Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows.

TOPICS COVERED

• Understanding the Internal Requisitions application
• Features of Internal Requisitions
• Installation
• Security
• Modules within Internal Requisitions
• Setup Modules
• Options
• Segment codes
• Structure codes
• Cost Centre maintenance
• Graphic view of Internal Requisitions transactions
• Requisition Inquiries
• Requisition shipment
• Shipment returns
• Reports
• Transaction listing
• Picking slips
• Internal Invoices
• Shippable back orders
• Order Action

Sage 300 Project & Job Costing

1 day from 9:00 till 16:00

Description on this course

This one day training session will provide an overview of how Sage 300 Project and Job Costing works and outlines how Sage 300 Project and Job Costing integrates with other Sage 300 programs. You will learn how to setup and maintain contracts, process transactions, perform periodic tasks such as billing and revenue recognition. In addition you will learn how to integrate Sage 300 Project and Job Costing with other Sage 300 programs and use analytical reports to determine the profitability of your projects.

Intended Audience

• Bookkeepers
• Accountants
• Auditors
• Internal Auditors
• Everybody else that will need to make sense out of Project and Job costing, and that needs to do budgets at project levels, variance reports on Projects or maintain any project and the setup of it.

Prerequisites

Students need to understand the basics in accounting as well as accounting groups, needs to understand how to navigate in Microsoft windows, also it will be to their benefit to have some understanding of projects, and job costing mythology. Understanding inventory control processes as well as procurement and sales related processes would be optimal.

TOPICS COVERED

• Overview of Project and Job costing
• Setting up options
• Add all settings
• Creating segments
• Set up transactions and integration
• Creating default cost types
• Set up contract structures
• Set up segment codes
• Create account sets
• Set up projects
• Set up categories
• Create employees
• Create equipment
• Set up your miscellaneous expenses
• Create your overhead expenses
• Set up your sub-contractors
• Set your general ledger integration
• Maintaining budgets
• Transact in contract maintenance
• Enter opening balances
• Check transactional history
• Enter costs
• Transact in material usage
• Create material returns
• Transact material allocation
• Create time cards
• Create charges
• Revise your estimates
• Do all your adjustments to transactions
• Post transactions
• Transact in budget maintenance
• Create A/R billings
• Revenue recognition
• Re-open closed projects
• Update payroll
• Clear history
• Reporting project and job costing data
• Integration with Microsoft Project
• Maintaining records and setup information
• Managing contracts
• Analytical Reports
• Error messages
• Importing and exporting
• Project and job costing security
• Technical information
• Billing and revenue calculations
• Using Microsoft Project with Project and Job Costing
• Contact

Sage 300 System Administration

2 days from 9:00 till 16:00

Description on this course

This course is for anyone needing to administer the Sage 300 application in a production or development environment.

Intended Audience

• Database administrators
• System administrators
• Financial Managers
• Super users
• Sage 300 administrators
• Chief financial officers
• Financial users
• Accountants
• Administration Managers
• Financial Managers
• Purchasing Managers
• Payroll Managers
• Procurement Managers
• Supply Chain Managers

Prerequisites

Previous experience with relational database management and SQL is helpful, but this class is self-contained and has no formal prerequisites.

TOPICS COVERED

• Introduction and system admin basics
• The administration console
• Configuration
• Security
• Files and the file system
• Backups
• Adding and deleting users
• Processes
• Log files and syslog
• System startup and shutdown
• Networking
• NFS
• Monitoring and performance tuning
• Command utilities and other tools
• Tools to assist your migration
• Problem Resolution
• Error Handling

Sage 300 Refresher on Accounts Receivable & Order Entry

1 day from 9:00 till 16:00

Description on this course

If you have knowledge of previous versions of Sage 300 and would like to get up-to-date on all the latest features as well as best practice use of Sage 300 Accounts Receivable and Sage 300 Order Entry then this is the course for you. All our courses are highly interactive and are designed to enable attendees to immediately apply the skills imparted in the workplace.

Intended Audience

• Excising Sage 300 users

Prerequisites

Basic Sage 300 Accounts Receivable and Sage 300 Order Entry working experience.

TOPICS COVERED

Accounts Receivable allows users to manage and track customer transactions quickly and easily.
• Transaction flow in Sage 300
• Module setup - users will learn how to setup the module for their specific needs
• Define customers and customer groups
• Record customer transactions
• Standard Accounts Receivable Reports

Order Entry allows users to enter and track customer orders and process invoices and sales returns.
• Enter orders with ease and accuracy and convert orders into invoices.
• Enter estimates, standing orders, returns and debit notes & tracking salesperson commissions.

Sage 300 Refresher on Accounts Payable & Purchase Orders

1 day from 9:00 till 16:00

Description on this course

If you have knowledge of previous versions of Sage 300 and would like to get up-to-date on all the latest features as well as best practice use of Sage 300 Accounts Payable and Sage 300 Purchase Orders then this is the course for you. All our courses are highly interactive and are designed to enable attendees to immediately apply the skills imparted in the workplace.

Intended Audience

• Excising Sage 300 users Payroll Managers

Prerequisites

Basic Sage 300 Accounts Payable and Sage 300 Purchase Orders working experience.

TOPICS COVERED

Sage 300 Accounts Payable allows users to track cash outflows to vendors and manage cash requirements to meet payment obligations.
• Module setup - Users will learn how to setup the module for their specific needs
• Define vendors and vendor groups
• Record invoice and payment transactions
• Bank reconciliations and tax reporting
• Standard Sage 300 Accounts Payable reports

Sage 300 Purchase Orders allows users to enter and automate the purchasing process for inventory and non-stock items.
• Enter purchase orders with ease and accuracy and convert orders into receipts and invoices for payment.
• Enter requisitions, standing and blanket orders, receipts, returns and debit notes, and automatically generating purchase orders will also be addressed.

Sage 300 Refresher on General Ledger & Peresoft Cashbook

1 day from 9:00 till 16:00

Description on this course

If you have knowledge of previous versions of Sage 300 and would like to get up-to-date on all the latest features as well as best practice use of Sage 300 General Ledger and Peresoft Cashbook then this is the course for you. All our courses are highly interactive and are designed to enable attendees to immediately apply the skills imparted in the workplace.

Intended Audience

• Excising Sage 300 users

Prerequisites

Basic Sage 300 General Ledger and Peresoft Cashbook working experience.

TOPICS COVERED

The General Ledger is the heart and soul of an accounting system. Sage 300 offers tremendous flexibility in defining and working with the chart of accounts, and in preparing financial statements.
• Transaction flow in Sage 300
• Set up the module to meet the specific needs of their organization.
• Establish a multi-segmented chart of accounts.
• Enter journal entry transactions.
• Users will also learn how to use the powerful inquiry functionality.
• Establish budgets.
• Perform year-end closing.

Peresoft Cashbook
• Typical cashbook cycle and transaction flow
• Bank setup
• Cashbook transactions & entries
• The batch list window, archiving, retrieving, import, export and post batches
• Bank transfers
• Printing cheques and advices, receipt and deposit slips
• The bank reconciliation function
• Reversing transactions
• Inquiry facilities
• Clearing reconciled entries and Cashbook history file
• Print/consolidate general ledger transactions
• Tailoring the cashbook
• Integrity checks and backup method

Sage 300 Refresher on Inventory Control

1 day from 9:00 till 16:00

Description on this course

If you have knowledge of previous versions of Sage 300 and would like to get up-to-date on all the latest features as well as best practice use of Sage 300 Inventory Control then this is the course for you. All our courses are highly interactive and are designed to enable attendees to immediately apply the skills imparted in the workplace.

Intended Audience

• Excising Sage 300 users

Prerequisites

Basic Sage 300 Inventory Control working experience.

TOPICS COVERED

Sage 300 Inventory Control is a comprehensive multi-location inventory management system that provides effective management of stock levels and inventory transactions. It forms the core of Sage 300 Operations Management Suite of products, and allows users to enter transactions quickly and easily for the movement and tracking of inventory items.
• Inventory item definition concepts.
• Inventory location concepts.
• Teach users how to enter transactions directly in Sage 300 Inventory Control.

Sage 300 Crystal Reports: Introduction Version 11

2 days from 9:00 till 16:00

Description on this course

Crystal Reports enables custom reports to be developed which are ideally suited to the business needs of your company. With Crystal you can access corporate knowledge and leverage business insight to make better-informed decisions. During this introductory session the user will learn how to create and modify reports, sort, select, group and summarize records and write basic queries.

Intended Audience

• Excising Sage 300 users

Prerequisites

A working knowledge of windows conventions. Basic knowledge of database concepts such as tables, fields and records. Working knowledge of MS Office.

TOPICS COVERED

- Report design

- Record selection

- Sorting, grouping and summarising

- Grouping options

- Presentation: Quality reports

- Linking

- Formula Basics

- Conditional Reporting

- Section formatting

- Charting

- Report distribution

Sage 300 Financial Report Writer

1 day from 9:00 till 16:00

Description on this course

This course covers the reporting capabilities of the Financial Reporter and explains how to produce financial statements from the data stored in the general ledger. The Financial Reporter is a powerful reporting tool that uses Microsoft Excel to manipulate, format, graph, and print general ledger data. The Financial Reporter adds Sage 300- specific functions and commands to Excel which allows it to read General Ledger data. Once the data is in a worksheet, the Financial Reporter uses Excel’s Formatting and printing capabilities to produce the statement.

Intended Audience

Excising Sage 300 users.

Prerequisites

Working knowledge of Sage 300 General Ledger. Basic knowledge of Excel.

TOPICS COVERED

Financial Reporter Features
• Report data
• Data selection criteria
• Consolidating accounts
Financial Reporter menu commands
Financial reporter functions
How to produce financial statements
Editing and creating financial reports
Using formulas to retrieve GL data
Using Financial Reporter to insert formulas
Writing report specifications
Layout of a report specification
Controlling overall financial statement formats
Specifying GL Information in columns
Specifying accounts and totals in statement lines
Specifying selection criteria
Consolidating account ranges
Handling rounding on reports