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Course Descriptions

 · Sage 100 Core Applications
 · Sage 100 Wholesale Distribution
 · Sage 100 Manufacturing
 · Sage 100 Job Cost
 · F9 Introduction & Advanced
 · Sage 100 Customization Tools
 · Sage 100 Additional Courses
 · Sage CRM Using SageCRM
 · Sage CRM Administering SageCRM




Sage 100 Core Applications

Introduction to Sage 100 and Library Master
Library Master introduces the student to the Sage 100 product, covers the Library Master module including setup and utilities, and reporting through the Report Master. A discussion of how to best use, navigate, and customize module screen presentations will be included.

Library Master
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
No Prerequisite

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General Ledger and Custom Financials
General Ledger includes account maintenance, all types of G/L transactions, budgeting, reporting and period end processing, and importing and exporting of information. An overview of the FRx report writer will also be discussed.

General Ledger
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
No Prerequisite

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Accounts Payable
Accounts Payable includes maintaining vendor’s data, entering invoices, processing checks (including voids), reporting and period end processing, and 1099 procedures. Forms maintenance will also be discussed.

Accounts Payable
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
No Prerequisite

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Accounts Receivable
Accounts Receivable includes maintaining customer master data, entering invoices, cash collections, account adjustments, and reporting and period end processing. Also, setup of invoice formats will be discussed.
Accounts Receivable

1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
No Prerequisite

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Payroll
Payroll includes the setup of employees, earnings and deductions, and payroll processing. Learn to track vacation and sick-leave, and review all payroll reporting including quarterly reports and period-end processing.

Payroll
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
No Prerequisite

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Learn the Complete Introductory Package!
This is an introduction to the Sage MAS 90, Sage MAS 200 for Windows core modules (Library Master; General Ledger; Accounts Payable; Accounts Receivable; and Payroll). Learn setups, integration, daily transactions, reporting and period end processing. Discover how easily you can unleash Sage MAS 90, Sage MAS 200’s power to retrieve information more quickly, save processing time and dramatically increase your productivity.

5 Day Class - Tuition $2250
4 Day Class (Minus Payroll) - Tuition $1800


Sage 100 Wholesale Distribution

Inventory Management
Learn to set up inventory items, item-pricing options, and sales kits. Perform inventory reconciliation with physical counts. You will also learn the benefits of the inventory reports to track stock and turnover and to utilize sales history.

Inventory
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
Prerequisite: Core Applications Required

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Sales Order Processing
Learn to enter a sales order, convert a sales order to an invoice, perform inquires, and track back orders. The Sales Order integration with the Inventory and Accounts Receivable modules will also be discussed.

Sales Order
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
Prerequisite: Core Applications Required

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Purchase Order Processing
Learn how to enter purchase orders, receive goods and invoices, return goods, the benefits of Purchase Order reports, and to track open Purchase Orders and expected deliveries. The integration with Accounts Payable and Inventory will also be discussed.

Purchase Order
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
Prerequisite: Core Applications Required

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RMA
The RMA module was designed to track and process returns by providing all the necessary data about the return. This course is divided into discussions of concepts, activities, review, and a lab. The Return Merchandise Authorization module provides a means to enter, track and resolve customer returns. It provides a link between Inventory Management and Sales Order. It handles activities for receiving returned items from the customer and shipping replacement items to the customer. In addition, it will handle activities for shipping returned items to the vendor and receiving replacement items from the vendor. RMA’s can then be analyzed to look for trends in returns for particular items or return reasons.

RMA
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
Prerequisite: Core Applications Required

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Learn the setup, integration, period-end process, and other aspects of Inventory Management, Purchase Order, and Sales Order applications.


Sage 100 Manufacturing

Inventory Management for Manufacturing
Maintain precise control and safeguard your inventory. Learn to set up inventory items, enter and update transactions, obtain timely and accurate information on inventory location, movement and valuation, and use special tools to count and update physical inventory.

Inventory
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
Prerequisite: Core Applications Required
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Bill of Materials
Learn to easily create and maintain detailed bills of components, and produce more accurate and informative reports. All aspects of the Bill of Materials application will be explained in detail – required setup, various types of bills, and options available for production and sales order entry.

Bill of Materials
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
Prerequisite: Core Applications Required

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Work Order Processing
Learn how to have complete control over your manufacturing with a full understanding of all manufacturing application capabilities and the ability to accurately track the entire process through routings, scheduling and more.

Work Order
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
Prerequisite: Core Applications Required

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Materials Requirement Planning
This is a ½ day lab that builds on the knowledge gained in the other manufacturing classes.

MRP
½ Day Class - Tuition $300
Delivery Method: GROUP-LIVE
Prerequisite: Core Applications Required

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Gain control of your manufacturing solution. The comprehensive classes will teach you how to set up and run the daily work and period-end aspects of the Inventory Management for Manufacturing, Bill of Materials, Work Order Processing, and Materials Requirement Planning.


Sage 100 Job Cost

Learn to create estimates and convert them to jobs, job maintenance, direct cost postings, job billing using contract pricing, and time and material methods. Job Cost and its integration with the Accounts Payable, Accounts Receivable, General Ledger, Inventory Management, Payroll and Purchase Order Processing applications will be a major focus. A general understanding of the Sage MAS 90 and Sage MAS 200 For Windows system is recommended.

2 Day Class - Tuition $1,000
Delivery Method: GROUP-LIVE
No Prerequisite

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F9 Introduction and Advanced

Introduction to F9
Upon completion of this course, participants will know how to: install and configure F9, utilize the online help documentation, create and copy GL and NGL functions, use BSPEC in order to enhance GL and NGL functions, use the DESC, SDESC and CODATA functions, build spreadsheets using the Lists facility, use Report Wizard to create a wide variety of reports automatically, use the Analyze and Drill functions to diagnose problems and to explore the source of various balances, use the GLTRAN function to create reports on periods other than fiscal periods, use Budget Write Back to create and maintain budgets and write them back to the accounting system, and create any financial report imaginable, including but not limited to: multi-period income statements, departmental income statements, cash flows, pro forma books, etc.

Introduction to F9
1 Day Class: Course Tuition - $600 for Sage 100 users, $750 for all others
Prerequisite: Basic Spreadsheet Skills
Delivery Method: GROUP-LIVE

Advanced F9
The participant must have taken the Introduction to F9 Fundamentals course, or be able to prove possession of the skills described above. Exposure to macros and/or Visual Basic would be beneficial.
Upon completion of this course, participants will know how to: create and use Financial Entities, use the WGL and WDESC functions to create and maintain budgets, forecasts and pro forma books, use Artificial Segmentation in order to support user defined accounts segmentation, utilize View Manager and Report Manager for production reporting, be able to customize the spreadsheet including the creation of new toolbar buttons, use Silent Running in macros and VB to create Executive Information Systems, customize the spreadsheet and automate often repeated actions, and get more out of your spreadsheet than you had thought possible.

Advanced F9
1 Day Class: Course Tuition - $600 for Sage 100 users, $750 for all others
Prerequisite: Introduction to F9
Delivery Method: GROUP-LIVE

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Sage MAS 100 Customization Tools

Custom Office
Learn the three main Custom Office features - entity attachments to Excel worksheets and Word documents, Visual Postmaster, and Customizer. A thorough understanding of the Sage 100 Library Master, General Ledger, Accounts Receivable, and Accounts Payable is recommended.

Custom Office
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
No Prerequisite

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Introduction to Financial Reporting Extender (FRx)
This hands-on class covers the installation and company setup of FRx, management reporting tree, catalog of reports, and transaction detail. Increase your financial reporting capabilities by interfacing with this enterprise-wide financial reporting product.

FRx
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
No Prerequisite

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Crystal Reports
This class covers the basics of creating and customizing reports using Crystal Reports® for Sage 100. Design presentation quality reports with ease using existing Sage 100 data. A working knowledge of the Sage 100 system is recommended, and proficiency with the Windows environment is strongly recommended, as well as a familiarity with the Sage 100 Data File Structure.

Crystal Reports
2 Day Class - Tuition $1,000
Delivery Method: GROUP-LIVE
No Prerequisite

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Productivity Tools includes Custom Office, FRx, and Crystal Reports, and presumes a working knowledge of the Sage 100 modules.


Sage 100 Additional Courses

Advanced Crystal
Learn how to use sub-reports and complex formulas to generate new reports or enhance existing ones. Learn how to link multiple tables together in a single report. Create sub-reports for customizing, learn complex tables using various types of joins, modify forms and utilize graphical features for better presentation of data.

Advanced Crystal
2 Day Class - Tuition $1,000
Delivery Method: GROUP-LIVE
Prerequisite: Crystal Reports and Data File Structures (recommended)

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Data File Structures
Sage 100 Data File Structure provides the basis to use Visual Integrator, Crystal Reports, and Visual Postmaster. Learn the directory structure of Sage 100, how to use the TRSG to read the file layouts, and how information is stored and updated to Sage 100 files.

Data File Structures
1 Day Class - Tuition $500
Delivery Method: GROUP-LIVE
No Prerequisite

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Visual Integrator
This two-day class enables the students to use the features of this new module to seamlessly connect Sage 100 and any open database with ODBC. Recommended for all Import Master module users as well as those who regularly construct custom reports using Crystal Reports. Learn how to create, import and export job. Convert data to Sage MAS 90 from accounting systems that supports the VI import data file formats. Hands-on activities allow students to create, import and export jobs using various file types.

Visual Integrator
2 Day Class - Tuition $1,000
Delivery Method: GROUP-LIVE
Prerequisite: Data File Structures

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Using SageCRM

This classroom course is designed for SageCRM customers who use SageCRM. The topics presented include (but are not limited to):

A general overview of SageCRM, including system requirements
Navigation around the system
Definition of entities within SageCRM
Performing Finds and Advanced searches
Maintaining a personal dashboard, including calendars and contacts lists
Creating new records and working with existing records
Converting Leads to Opportunities
Working with Quotes and Orders
Progressing Cases to Solutions
E-mail communications within SageCRM
Using the SageCRM Reporting tool

1 Day Class-course tuition- $500
Delivery Method: GROUP-LIVE
No Prerequisite
This classroom course is designed for sales persons, sales managers, and administrative staff who use SageCRM to manage their customer relationships.

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Administering SageCRM

This classroom course equips you to perform advanced administration roles within the SageCRM application from an administrator's point of view. You will learn how to:

Understand and apply your roles as a SageCRM Administrator
Create and maintain Security Profiles
Setup Teams and Templates
Manage User Settings
Work with the Data Uploads
Add Products to the system
Integrate Microsoft Outlook
Perform advanced customizations
Manage Quick Notifications
Create and Install custom Components to SageCRM
Maintain Marketing and Campaign Management
SageCRM Solo Installation

3 Day Class-course tuition-$1500
Delivery Method: GROUP-LIVE
No Prerequisite-experience using CRM a plus
This classroom course is designed for SageCRM customers who are responsible for SageCRM maintenance and administration.

You will learn how to administer roles, security profiles, teams, templates, user settings, data uploads, products, MS Outlook integration, advanced customization, component installation, and marketing.

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