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Price

CA$499

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This Sage 300 System Manager course will train you to create and maintain Sage 300 databases, create security settings for user access and establish company-wide settings for currency and fiscal periods. Since functionality is divided into two broad areas; Administrative Services, which defines security settings and allows users to copy or backup datasets, and Common Services, which defines fiscal calendar options and currency settings for the company, this course will focus on both. By the end of this course you will have a comprehensive understanding of the ADMIN user functionality within Sage 300 in order to create and maintain secure Sage 300 databases.

This course is based on a combination of theory and practical hand-on training.

Theory + Practical Application Scenarios + Hands-On Training = Outstanding Results

We offer a comprehensive curriculum of results-oriented training that empower you to apply tools and techniques learned in these sessions, to meet the challenges you face every day. This course combines a solid theoretical foundation with numerous practical examples and, extensive hands-on training exercises that have been designed to put the theory into practice.

Lesson 1: System Manager – Classic Desktop

In this lesson you will learn how to navigate around in the Sage 300 Classic Desktop. You will also learn how to customize the desktop so you can change it to suit your needs.

Open a Company – SAMLTD
Sage 300 – Classic Desktop
- Basic Navigation
- Menu Commands
- Toolbar
Customizing the Classic Desktop

This session will focus on how to change the view of the desktop by customizing the icons and using shortcuts

Changing the way the icons are displayed
Changing properties for objects (those that came with Sage 300)
Restoring original properties to Sage 300 objects
Adding a New Object
Object Properties
Copying Object Properties
Deleting Object Icons
Adding a Folder
- Start-up folder
Deleting Folders
Company Colours

Lesson 2: Sage 300 Interface

This session introduces the user and the administrative staff to various resources and customization tools available to increase their comfort level when they maneuver within the Sage 300 applications, for example, the General Ledger and Accounts Payable. Users will learn how to set print options, and work with and customize the Finder and data entry or inquiry screens to suit their needs.

Using Sage 300 Interface Features
- Drill Down
- Zoom
- Screen Sizing
- Changing Table Columns
- Calculator
Using the Finder
- Setting Finder Criteria
- Setting Print Options
Using the Help Options
System Information
Shortcut Keys

Lesson 3: Visual Process Flows

This session introduces the attendee to visual process flow, an interactive workflow diagram that shows the steps required to complete a complex task or process. You will be able to click each step to access the screen or feature that allows you to perform the required step or process.

About Visual Process Flows
Using Visual Process Flows
Creating Custom Visual Process Flows
Linking Visual Process Flows to Screens
Assigning Visual Process Flows to Users

Lesson 4: Sage 300 Portal

This session will provide you with an overview of the Web Portal. The portal runs in web browser and can be accessed via a URL. The primary goal of this Portal is to allow you to navigate the Sage 300 application as quickly and intuitively as possible.

Lesson 5: Administrative Services

System Manager Security

During this session attendees will learn on how to setup and customize various security settings for users who will be accessing Sage 300 ERP. This not only includes establishing users and defining what functions they can access, but how you can customize user specific screens and reports.

Setting Up Security
- Setting Up Users
- Setting Up Security Groups
- Setting Up User Authorizations
Customization Directories
UI Profile Maintenance
Screen Customization
Assigning UI Profiles

Lesson 6: Common Services

This lesson is intended to train the administrative staff on the common tools that are available with the System Manager.

The Company Profile
- Address Tab
- Options Tab
The Fiscal Calendar
Setting Up Schedules
Reminder Lists
Setting Up Multicurrency
Entering Currency Codes
Entering Currency

Lesson 7: Bank and Tax Services

In this session we will discuss Tax Services, set up of taxes and tax reports.

Using Tax Services
Adding Tax Authorities
Adding Tax Classes
Adding Tax Groups
Printing and Clearing Tax Information

Lesson 8: Bank Services

In this session we will discuss Bank Services, set up of Bank Services and Bank Services transactions.

Bank Entries
Reverse Transactions
Reconciliation

Lesson 9: Database Maintenance

This lesson deals with System Manger routines and utilities use to perform maintenance checks on your Sage 300 system. Used correctly, along with your normal company backup procedures, the tools provided with assist in keeping your database accurate.