SAGE 300 ERP SYSTEM MANAGER Training Course Outline. Sage 300 ERP System Manager

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1 Sage 300 ERP System Manager

2 Course Outline The Sage 300 ERP System Manager course has been designed for those users that needs to create a new company and to create the defaulted set up includes, creating banks, creating tax authorities, to set up multi currencies, and to correctly set up all the options of all the defaulted sub modules. Furthermore creating closing accounts for financial packs, navigating through the interfaces, and to integrate all sub modules to interface properly. We will also troubleshoot through all the if s, explaining the correct operation for specific set ups. You will be able to set up all common services as well administrative services user interfaces. Course duration: This course is scheduled for one day from 9:00 till 16:00. Course pre-requisites: Students should possess basic knowledge in bookkeeping or accounting theory, basic bookkeeping or accounting theory, and basic knowledge of Windows. Documentation: The following documentation is included with the course Sage 300 ERP user guide User competency assessment Certificate of attendance After attending you will be able to: To set up the companies with your own specifications Set up your Accpac database with own specifications Set up your options with specific needs in mind Who should attend? Controllers and Accountants that want to Know how to set up and run System Manager with ease and efficiency.

3 The facilitator Werner Muller Werner Muller has been active in Accpac for twelve years and in this time has obtained a lot of practical and theoretical experience - with 30 years of accounting experience. He comes from a corporate and training environment where he was a junior lecturer for statistics and applied maths. He completed his articles at Theron van der Poel and attended the University of Pretoria where he studied B-Com Auditing. He is dedicated to training since it is his passion to deliver effective meaningful skills and to uplift all the students coming through our AccTech Systems training centre. Topics covered Introduction Starting SAGE ERP o Signing On o System Manager services o Starting the application o Opening SAGE ERP in the Sage Desktop o Changing companies o Changing passwords Learning the Basics o Changing icon display o Working with records o Using the calculator o Entering dates using the drop-down calendar o Getting help o Using the menu commands o File menu o Object menu o View menu o Macro menu o Help menu Using the finder o The finder o Viewing data in the finder o Restricting the choice of records in the finder o Changing colour in the finder o Setting up criteria for selecting records o Clearing criteria by restoring defaults o Setting properties Customizing your Desktop o Creating a new folder o Adding a report to a folder o Deleting a folder o Changing properties

4 o Changing preferences o Restoring defaults Using a mouse or keyboard o Using function keys o Using menu commands and buttons o Moving around in data entry forms o Working with columns of data Security o Users o Security Groups o User Authorizations o Customizations Checking data integrity and making backups o Checking data integrity o Backing up data Restart Maintenance Editing the Company profile o Updating the company profile Using the Fiscal Calendar o Setting up the fiscal calendar o Maintaining the fiscal calendar Bank Services Tax Services Setting up optional fields o Setting up optional fields in common services Printing o Selecting your print destination o Selecting your printer and print options o Standard reports and business forms o Administrative services reports o Common services reports o Bank and tax reports Importing and exporting data o Data records o Using sample data o Importing data into SAGE ERP o Exporting data from SAGE ERP o Viewing exported files Scheduling recurring transactions o Creating schedules o Reminder lists Error messages

5 Venue details We have training facilities in Centurion and Rivonia. Please mention which will be your preferred venue for the training. The location will be confirmed once the booking has been received. Centurion 1001 Clifton Avenue Lyttelton Manor Centurion Rivonia 3 Fifth Avenue Rivonia Johannesburg For bookings or more information For bookings or more information please feel free to contact us at or training@acctech.biz For the latest event schedule visit our training page on