416-785-8637 or 1-844-785-8637 samuel@skassociates.ca
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
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