Sage 300 General Ledger
Course Objective
- Help users develop an understanding of the G/L module in Sage 300. Following this course, users should be able to begin to use the G/L module in Sage
Course Content
- Company Setup
- Set Options & Defaults
- Optional Fields
- Posting Options & Reports
- User Preferences
- Chart of Accounts
- Types of Accounts
- Set up the Chart – Understanding Account Code Segments
- Enter new Accounts
- Source Codes & Segment Codes
- Import Accounts from an Excel spreadsheet
- Entering transactions
- Integration from other modules
- Reports
Deliverables
- Following this course, users will be trained & understand how to:
- Enter day-to-day transactions
- Search for data and perform On-Screen and Drill-Down analysis
- Generate & print meaningful Ledger reports, including:
- Chart of Accounts
- Trial Balance
- Transaction Listing (the General Ledger)
Session Details
- Course to be held on-site or at our offices
- Duration: 3-4 Hours
- Fee: $395/User, $895/Group
- Group can consist of up to 5 Users from one Organization
Other
- Prerequisite: Understanding of basic bookkeeping
- Instructor: Samuel Kopstick
- Each participant will receive a Certificate upon completion of the course
Sage 300 Purchase Orders – Intro (Part I)
Course Objective
- Help the user develop an understanding of the various options of the P/O module in Sage 300, and various options for setting up this module
- This course, along with the Part II course, will help the user begin to use the software, and enable the user to start to use the software
Course Content
- Setup
- Setup Users & Permissions
- Processing Options & Defaults
- Using Inventory &/or Non-Inventory Items, or G/L Expense Codes
- Integrating to A/P Vendors & Non-Vendors
- Understanding & setting Requisitions, Approvals, Templates, Account Sets, Units of Measure
- Reports
Deliverable
- Following this course, users will be trained & understand how to:
- Setup the P/O module for their organization
- Setup the Integration from P/O to the other Sage modules
- Generate & print meaningful setup reports, including:
- P/O Setup Reports
- P/O Forms
Session Details
- Course to be held on-site or at our offices
- Duration: 3-4 Hours
- Fee: $395/User, $895/Group
- Group can consist of up to 5 Users from one Organization
Other
- Prerequisite: Basic understanding of Business
- Instructor: Samuel Kopstick
- Each participant will receive a Certificate upon completion of the course
Sage 300 Purchase Orders – Part II
Course Objective
- Review the various Setup options of the P/O module in Sage 300
- This course, along with the Part I course, will help users begin to use the P/O module
Course Content
- Day-To-Day Transactions
- Requisitions
- Entering Purchase Orders & emailing to your Suppliers
- Receiving Items
- Returns
- Posting to A/P & G/L
- History
- Lookup & Search P/O History by Vendor or by Item #
- Lookup Pending Receipts by Vendor or by Item #
- Reports
Deliverable
- Following this course, users will be trained & understand how to:
- Setup the P/O module for their organization
- Setup the Integration from P/O to the other Sage modules
- Generate & print meaningful setup reports, including:
- P/O Action report
Session Details
- Course to be held on-site or at our offices
- Duration: 3-4 Hours
- Fee: $395/User, $895/Group
- Group can consist of up to 5 Users from one Organization
Other
- Prerequisite: Basic understanding of Business
- Instructor: Samuel Kopstick
- Each participant will receive a Certificate upon completion of the course