Course Objectives:

To train users with the necessary skills to master the use of a Modern Integrated Computerized Accounting System.

Specifically, to use new and existing technology to become valuable to an organization. This involves learning new skills using Windows based software such as Sage 300c, Microsoft Office, e-commerce order management, warehouse and logistics management, bar coding, manufacturing, payroll and integrated printing solutions. In today digital landscape, a user must have skills to utilize these technologies in getting the day-to-day work performed. As well, the user must be skilled to work with an integrated platform on their daily, monthly and yearly processing routines.

All these products are mainstream and very popular in North America. The skills acquired would prove very valuable to Scott Pump Service and other employers.

Methodology

Training will be provided through classroom “type” sessions to participants as it relates to their job functions. Training will be intermixed with theory and practice for each user. Training will take place in intervals lasting 8 hours per day, 2 days per week over a period of 12 weeks. This will ensure users to have better retention of material and time to study and practice the concepts on their own time. Concepts will be covered in great detail to ensure the user understands all facets of the integrated program. Real life examples and cases will be provided to enforce the concepts.

There will formal electronic hand-outs which the user can refer to at any time after the training has been completed

Course Instructors

Primary Instructor: Roger Katarey

Roger is an expert in the computerized accounting systems with over 38 years experience in the industry Roger has taught similar courses for over 10 years at Grant MacEwan University and was for several years the lead Sage 300 instructor at the College. Roger holds a Degree in Commerce from the University of Alberta. A bio is attached.

Title: Maximizing the Efficiency of Operations Modules

Instructor(s): Roger Katarey

Total Cost: see below

Participant Capacity: Up to 8

Duration: 3 months

Training Hours: 160 hours total.

Module 1 System Manager

16 hours – $4,800

Module 2 General Ledger

16 hours – $4,800

Module 3 Accounts Receivable

16 hours – $4,800

Module 4 Accounts Payable

16 hours – $4,800

Module 5 Order Entry

24 hours – $7,200

Module 6 Inventory Control

24 hours – $7,200

Module 7 Payroll

24 hours – $7,200

Module 8 Purchase Orders

24 hours – $7,200

 

Total Hours: 160

Module 1 System Manager

  • Starting SAGE 300
  • Signing On to SAGE 300 on the Desktop
  • Signing On to SAGE 300 from a Web Browser
  • Closing the Company Database from your Browser
  • System Manager Services
  • Starting an Application
  • Changing Companies
  • Changing Companies on the Desktop
  • Changing Companies in a Web Browser
  • Changing Passwords
  • Learning the Basics
  • Changing Icon Display
  • Working with Records
  • Moving Around in Data Entry Forms
  • Displaying Data
  • Using the Calculator
  • Calculator Chart
  • Entering Dates Using the Drop-Down Calendar
  • Getting Help
  • Using SAGE 300 Menu Commands
  • File Menu
  • Object Menu
  • View Menu
  • Macro Menu
  • Help Menu
  • Using the Finder
  • The Finder
  • Viewing Data in the Finder
  • Restricting the Choice of Records in the Finder
  • Changing Color in the Finder
  • Setting Up Criteria for Selecting Records
  • Clearing Criteria by Restoring Defaults
  • Setting Properties
  • Customizing Your Desktop
  • Creating a New Folder
  • Adding a Macro to a Folder
  • Adding a Report to a Folder
  • Adding a Non-SAGE 300 Program to a Folder
  • Copying Items to another Folder
  • Deleting a Folder
  • Changing Properties
  • Changing Preferences
  • Restoring Defaults
  • Editing the Company Profile
  • Updating the Company Profile
  • Tips
  • How to Use
  • Using the Fiscal Calendar
  • Setting Up the Fiscal Calendar
  • Maintaining the Fiscal Calendar
  • Tips
  • How to Use
  • Printing
  • Selecting Your Print Destination
  • Selecting Schedule as Your Print Destination
  • Selecting Messenger Fax as your Print Destination
  • Selecting Your Printer and Print Options
  • Selecting a Printer and Print Options for a Specific Report
  • Selecting a Printer and Print Options at the Time of Printing
  • Standard Reports and Business Forms
  • Administrative Services Reports
  • Assign UI Profiles
  • Customization Directories
  • Restart Maintenance
  • Security Groups
  • UI Profile Maintenance Report
  • User Authorizations Report
  • Users Report
  • Common Services Reports
  • What You Need to Know Before Using General Ledger
  • Sources of General Ledger Batches
  • General Ledger Transaction Processing Chart
  • Creating General Ledger Journal Entry Batches
  • Journal Entries and Details
  • Using the Journal Entry Form
  • Information Posted with Each Batch
  • If the Batch Contains Errors
  • Creating Other General Ledger Batches
  • Allocation Batches
  • Revaluation Batches
  • Export Batches for Reuse
  • Batches from SAGE 300 Advantage Series and SAGE 300 plus Sub ledgers
  • Imported Batches
  • Recurring Entries
  • Posting Batches
  • Posted Transactions
  • Provisional Posting
  • Posting Journal
  • Posting Batches to a Previous Year
  • Reviewing Batches
  • Displaying Batches
  • Printing Batches
  • Period End and Year End
  • Create New Year
  • Period End Maintenance
  • Consolidate Posted Transactions
  • Transaction Flow in Integrated SAGE 300 Applications
  • Maintaining Accounts
  • Account Maintenance
  • Before Using
  • How to Use
  • After Using
  • Changing and Deleting Account Information
  • Deleting Accounts
  • Chart of Accounts
  • Budget Maintenance
  • Before Using
  • How to Use
  • Deleting Budget Sets
  • Account History Inquiry
  • How to Use
  • Transaction History
  • Before Using
  • How to Use
  • Fiscal Set Comparison
  • Before Using
  • How to Use
  • Source Currency Inquiry
  • Before Using
  • How to Use
  • Transaction Processing
  • Journal Entry
  • Before Using
  • Using the Journal Entry Form
  • After Using
  • The G/L Batch List Form
  • Before Using
  • How to Use
  • After Using
  • Import and Export Batches
  • Before Using
  • How to Use
  • After Using Import
  • Retrieve Batches
  • Before Using
  • How to Use
  • After Using
  • Batch Listing (Report)
  • Post Batches
  • Before Using
  • How to Use
  • After Using
  • Report Posted Transactions
  • Periodic Processing
  • Periodic Processing Overview
  • Viewing Periodic Processing Icons
  • Create New Year
  • Before Using
  • How to Use
  • After Using
  • Period End Maintenance
  • Before Using
  • How to Use
  • Consolidate Posted Transactions
  • Before Using
  • How to Use
  • After Using
  • Create Allocation Batch
  • Before Using
  • How to Use
  • After Using
  • Create Revaluation Batch
  • Before Using
  • How to Use
  • After Using
  • Creating a Recurring Entry Batch
  • Before Using
  • How to Use
  • After Using
  • Clear History
  • Before Using
  • How to Use
  • Reports
  • Printing Reports and Financial Statements
  • Audit Reports and Listings
  • Viewing G/L Reports
  • Report Icons and Forms
  • Chart of Accounts
  • Trial Balance
  • Transactions Listing
  • Source Journals
  • Batch Status
  • Batch Listing
  • Posting Journals
  • Account Structures
  • Segment Codes
  • Source Codes
  • Source Journal Profiles
  • Revaluation Codes
  • Options
  • Recurring Entries Report
  • Optional Fields Report
  • Transaction Details Optional Fields
  • Financial Reports
  • Saving Report Values by Printing to a File
  • What You Need to Know Before Using Accounts Receivable
  • Overview of Accounts Receivable Processing
  • Processing Accounts Receivable Batches
  • Creating Accounts Receivable Batches
  • Importing Batches
  • Exporting Batches
  • Posting Batches
  • Printing Audit Trail Reports of Batches
  • Journal Entries Generated from Posted Transactions
  • Processing Invoices, Credit Notes, and Debit Notes
  • Entering Invoices, Credit Notes, and Debit Notes — A Flowchart
  • Entering Invoice Information
  • Adding Document Details
  • Calculating Sales Tax
  • Calculating Discounts
  • Assigning Multiple Payments to Invoices
  • Entering Optional Fields on Invoices
  • Entering Sales Splits on Invoices
  • Entering Prepayments with Invoices
  • Charging Interest
  • Invoicing Recurring Charges
  • Printing Invoices, Credit Notes, and Debit Notes
  • Processing Receipts
  • Preparing Deposits
  • Applying Transactions to Customer Accounts
  • Processing Prepayments
  • Processing Unapplied Cash Transactions
  • Processing Miscellaneous Receipts
  • Entering Optional Fields on Receipts
  • Processing Adjustments
  • Creating Batches of Write-Off Transactions
  • Entering Adjustments Individually
  • Entering Optional Fields on Adjustments
  • Entering Original Documents
  • Reconciling Bank Statements
  • Correcting Errors in Check Amounts
  • Processing Returned Checks
  • Reporting Accounts Receivable Data
  • Printing Reports
  • Setup Reports
  • Customer Reports
  • Transaction Reports
  • Periodic Processing
  • Year-End Processing
  • Using Accounts Receivable with SAGE 300 General Ledger
  • Maintaining Customer Records and Setup Information
  • Icons for Maintaining Customer Records and Setup Information
  • Customer Maintenance
  • Setup Maintenance
  • Customer and Setup Reports
  • Adding, Editing, and Deleting Customer Groups
  • Adding Customer Groups
  • Editing Customer Groups
  • Deleting Customer Groups
  • After Changing Customer Groups
  • Adding, Editing, and Deleting National Accounts
  • Adding National Accounts
  • Editing National Account Records
  • Deleting National Accounts
  • After Changing National Account Records
  • Adding, Editing, and Deleting Customer Records
  • Adding Customer Records
  • Editing Customer Records
  • Deleting Customer Records
  • After Changing Customer Records
  • Adding, Editing, and Deleting Ship-To Locations
  • Adding Ship-To Locations
  • Editing Ship-To Locations
  • Deleting Ship-To Locations
  • After Changing Ship-To Locations
  • Adding, Editing, and Deleting Recurring-Charge Records
  • Adding a Recurring-Charge Record
  • Editing a Recurring-Charge Record
  • Deleting a Recurring-Charge Record
  • After Changing Recurring-Charge Records
  • Displaying and Printing Customer Information
  • Displaying Customer Information
  • Printing Reports of Customer Information
  • Changing Accounts Receivable Options
  • Changing Company Options
  • Changing Processing Options
  • Changing Transactions Options
  • Changing Numbering Options
  • Changing Statement Options
  • G/L Integration Options
  • After Changing Options
  • Adding, Editing, and Deleting Account Sets
  • Adding an Account Set
  • Editing an Account Set
  • Deleting Account Sets
  • After Changing Account Set Records
  • Adding, Editing, and Deleting Distribution Codes
  • Adding a Distribution Code
  • Editing a Distribution Code
  • Deleting Distribution Codes
  • After Changing Distribution Code Records
  • Adding, Editing, and Deleting Dunning Messages
  • Adding Dunning Messages
  • Editing Dunning Messages
  • Deleting Sets of Dunning Messages
  • After Changing Dunning Messages
  • Adding, Editing, and Deleting Interest Profiles
  • Adding an Interest Profile
  • Editing an Interest Profile
  • Deleting Interest Profiles
  • After Changing Interest Profiles
  • Adding, Editing, and Deleting Receipt Types
  • Adding a Receipt Type
  • Editing a Receipt Type
  • Deleting Receipt Types
  • After Changing Receipt Types
  • Adding, Editing, and Deleting Item Records
  • Adding an Item
  • Editing an Item Record
  • Deleting Items
  • After Changing Item Records
  • Adding, Editing, and Deleting Salesperson Records
  • Adding a Salesperson Record
  • Editing a Salesperson Record
  • Deleting Salesperson Records
  • After Changing Salesperson Records
  • Adding, Editing, and Deleting Terms Codes
  • Adding a Terms Code
  • Editing a Terms Record
  • Deleting Terms Codes
  • After Changing Terms Code Records
  • Adding, Editing, and Deleting E-mail/Fax Messages
  • Adding an E-Mail or Fax Message
  • Editing an E-mail or Fax Message
  • Deleting an E-Mail or Fax Message
  • After Changing E-Mail or Fax Messages
  • Adding, Editing, and Deleting Optional Fields
  • Adding Optional Fields
  • Editing Optional Fields
  • Deleting Optional Fields
  • After Changing Optional Fields
  • Printing Setup Reports
  • Importing and Exporting Customer and Setup Records
  • Processing Invoices, Credit Notes, and Debit Notes
  • Icons for Processing Invoice Batches
  • Creating, Editing, and Posting Invoice Batches
  • Reporting Invoice Batches
  • Using the Invoice Entry Form
  • Before You Start
  • Creating or Selecting the Invoice Batch
  • Adding and Editing Invoices, Credit Notes, and Debit Notes
  • Entering Tax Information and Calculating Tax
  • Assigning Multiple Payment Schedules to Invoices
  • Entering Optional Field Information
  • Allocating Document Totals to Salespersons
  • Editing Exchange Rate Information
  • Adding Prepayments to Invoices
  • Listing Invoice Batches
  • Printing Invoices, Credit Notes, and Debit Notes
  • Posting Invoice Batches
  • Printing Invoice Posting Journals
  • Printing the Invoice Posting Errors Report
  • Checking Batch Status
  • Importing and Exporting Invoice Batches
  • Importing Invoice Batches
  • Exporting Invoice Batches
  • Processing Receipts and Adjustments
  • Icons for Processing Receipt and Adjustment Batches
  • Creating, Editing, and Posting Receipt and Adjustment Batches
  • Reporting Receipt and Adjustment Batches
  • Using the Receipt Entry Forms
  • Working with Receipt Batches
  • Entering and Editing Receipts
  • Applying Receipts and Credit Notes
  • Receipt Inquiry
  • Printing Deposit Slips
  • Using the Adjustment Entry Form
  • Creating or Selecting an Adjustment Batch
  • Adding and Editing Adjustments
  • Listing Receipt and Adjustment Batches
  • Posting Receipt and Adjustment Batches
  • Printing Posting Journals
  • Checking Batch Status
  • Importing and Exporting Receipt and Adjustment Batches
  • Importing Batches
  • Exporting Batches
  • Periodic Processing
  • Icons Used in Periodic Processing
  • Performing Periodic Processing
  • Printing Periodic Reports
  • Clearing History
  • Clearing Statistics
  • Creating General Ledger Batches
  • Creating Interest Batches
  • Creating Recurring Charge Batches
  • Updating Recurring Charges Automatically
  • Creating Write-Off Batches
  • Deleting Inactive Records
  • Revaluing Customer Transactions
  • Year-End Processing
  • Reports
  • Using Personal Report Settings
  • Account Sets
  • Aged Trial Balance
  • Bank Deposit Slips
  • Batch Listing
  • Batch Status
  • Billing Cycles
  • Customer Activity Statistics
  • Customer Group List
  • Customer List
  • Customer Period Statistics
  • Customer Ship-To Locations
  • Customer Transactions
  • Distribution Codes
  • Dunning Messages
  • G/L Transactions
  • Interest Profiles
  • Invoices
  • Item List
  • Item Sales History
  • Letters and Labels
  • National Account List
  • Optional Fields
  • Options
  • Overdue Receivables
  • Posting Errors
  • Posting Journal
  • Receipt Types
  • Recurring Charges
  • Revaluation Posting Journal
  • Salespersons
  • Statements
  • Canceling Statements during a Statement Run
  • Reprinting Statements
  • Terms Codes
  • What You Need to Know Before Using Accounts Payable
  • Overview of Accounts Payable Processing
  • Processing Accounts Payable Batches
  • Creating, Editing, and Tracking Accounts Payable Batches
  • Posting Batches
  • Printing Audit Trail Reports of Batches
  • Journal Entries Generated from Posting Transactions
  • Processing Invoices, Credit Notes, and Debit Notes
  • Changing Document Header Information
  • General Steps for Entering and Distributing Invoice and Tax Amounts
  • Entering Tax Information and Calculating Taxes
  • Entering Distribution Information
  • Calculating Discounts and Entering Payment Schedules
  • Entering Rate Information on Invoices, Credit Notes, and Debit Notes
  • Entering Optional Fields on Invoices
  • Processing Adjustments
  • Entering Adjustments with Payments
  • Entering Adjustments Individually
  • Information Entered with Adjustments
  • Types of Adjustments
  • Entering Optional Fields on Adjustments
  • Processing Payments
  • Using the Payment Entry Form
  • Types of Payment Entries
  • Restrictions on Batch Entries
  • Information Entered with Payments
  • A Typical Payment Entry Process
  • Entering Payments — A Flowchart
  • Payment Application Entry Modes
  • Partially Paying Invoices
  • Editing Payment Entries
  • Processing Prepayments
  • Assigning Optional Fields in Payment Entry
  • Entering Transactions for Vendors that Are On Hold or Inactive
  • Using Payment Controls
  • Choosing the Check Language
  • Batch Listing and Check Register Audit Reports
  • Using the Create Payment Batch Form
  • Overview of the Batch Creation Process
  • Selecting Invoices for Payment
  • Controlling Payments
  • Pre-Check Register
  • Assigning Optional Fields to a Generated Payment Batch
  • Printing Checks from Accounts Payable
  • Using the Print Checks Button in the Payment Entry Form
  • Using the Print/Post Button on the Payment Batch List
  • Canceling the Printing and Posting Process
  • Reprinting Checks
  • Printing Checks and Advices Separately
  • Printing Advices Only
  • Check Stock and Check and Advice Layout
  • Posting Payments
  • Importing Payment Batches
  • One-Time Vendors
  • Entering Original Documents
  • Adjusting Original Documents
  • Reconciling Bank Statements
  • Correcting Errors in Check Amounts
  • Processing Returned Checks
  • Reporting Accounts Payable Data
  • Printing Reports
  • Setup Reports
  • Vendor Reports
  • Transaction Reports
  • Checks and Advices, 1099/CPRS Forms, Letters and Labels
  • Periodic Processing
  • Year-End Processing
  • Using Accounts Payable with Other SAGE 300 Applications
  • Integrating with SAGE 300 General Ledger
  • Integrating with SAGE 300 Purchase Orders
  • Maintaining Vendor Records and Setup Information
  • Icons for Maintaining Vendor Records and Setup Information
  • Vendor Maintenance
  • Setup Maintenance
  • Vendor and Setup Reports
  • Adding, Editing, and Deleting Vendor Groups
  • Adding Vendor Groups
  • Editing Vendor Groups
  • Deleting Vendor Groups
  • After Changing Vendor Groups
  • Adding, Editing, and Deleting Vendor Records
  • Adding Vendor Records
  • Editing Vendor Records
  • Deleting Vendor Records
  • After Changing Vendor Records
  • Adding, Editing, and Deleting Remit-To Locations
  • Adding Remit-To Locations
  • Editing Remit-To Locations
  • Deleting Remit-To Locations
  • After Changing Remit-To Locations
  • Displaying and Printing Vendor Information
  • Displaying Vendor Activity
  • Displaying Remit-To Locations
  • Printing Vendor Information Reports
  • Changing Accounts Payable Options
  • Changing Company Options
  • Changing Processing Options
  • Changing Transactions Options
  • Changing Numbering Options
  • Changing G/L Integration Options
  • After Changing Options
  • Adding, Editing, and Deleting Account Sets
  • Adding an Account Set
  • Editing an Account Set
  • Deleting Account Sets
  • After Changing Account Set Records
  • Adding, Editing, and Deleting 1099/CPRS Codes
  • Adding a 1099/CPRS Code
  • Editing a 1099/CPRS Code
  • Deleting a 1099/CPRS Code
  • After Changing 1099/CPRS Codes
  • Adding, Editing, and Deleting Distribution Codes
  • Adding a Distribution Code
  • Editing a Distribution Code
  • Deleting Distribution Codes
  • After Changing Distribution Code Records
  • Adding, Editing, and Deleting Distribution Sets
  • Adding a Distribution Set
  • Editing a Distribution Set
  • Deleting Distribution Sets
  • After Changing Distribution Sets
  • Adding, Editing, and Deleting Terms Codes
  • Adding a Terms Code
  • Editing a Terms Code
  • Deleting Terms Codes
  • After Changing Terms Codes
  • Adding, Editing, and Deleting Payment Selection Codes
  • Adding a Payment Selection Code
  • Editing a Payment Selection Code
  • Deleting Payment Selection Codes
  • Adding, Editing, and Deleting Optional Fields
  • Adding Optional Fields
  • Editing Optional Fields
  • Deleting Optional Fields
  • After Changing Optional Fields
  • Printing Setup Record Reports
  • Importing and Exporting Record Information
  • Processing Invoices, Credit Notes, and Debit Notes
  • Icons for Processing Invoices, Credit Notes, and Debit Notes
  • Using the Invoice Entry Form
  • Creating a New Invoice Batch
  • Editing an Existing Invoice, Credit Note, Debit Note, or Interest Charge
  • Adding Invoices, Credit Notes, Debit Notes, and Interest Charges
  • Entering Tax Information and Calculating Tax on Invoices
  • Changing Invoice Distributions and Tax Distributions
  • Assigning Multiple Payment Schedules to Invoices
  • Entering Optional Field Information
  • Editing Exchange Rate Information on Invoices
  • Entering Prepayments with Invoices
  • Listing Invoice Batches
  • Posting Invoice Batches
  • Printing the Invoice Posting Journal
  • Printing the Invoice Posting Errors Report
  • Checking Batch Status
  • Importing and Exporting Batches
  • Processing Payments and Adjustments
  • Icons Used to Process Payment and Adjustment Batches
  • Creating, Editing, and Posting Payment and Adjustment Batches
  • Using the Payment Entry Form
  • Creating a New Payment Batch
  • Editing an Existing Payment
  • Types of Payment Transactions
  • Adding Payment Transactions
  • Adding Prepayment Transactions
  • Adding Apply Document Transactions
  • Adding Miscellaneous Payment Transactions
  • Printing Single Checks from Payment Entry
  • Viewing Payment History from Payment Entry
  • Adjusting Documents in the Payment Entry Form
  • Editing Exchange Rate Information
  • Using the Control Payments Form
  • Using the Create Payment Batch Form
  • Printing Checks and Posting Payment Batches
  • Viewing Payment Information
  • Using the Vendor Activity Form to View Payments to a Vendor
  • Using Payment Inquiry to View Payment Information
  • Using the Adjustment Entry Form
  • Creating or Selecting an Adjustment Batch
  • Adding and Editing Adjustments
  • Listing Payment and Adjustment Batches
  • Posting Adjustment Batches
  • Printing Posting Journals
  • Checking Batch Status
  • Importing and Exporting Payment and Adjustment Batches
  • Importing Batches
  • Exporting Batches
  • Periodic Processing
  • Icons Used in Periodic Processing
  • Performing Periodic Processing
  • Printing Periodic Reports
  • Creating a Recurring Payable Batch
  • Clearing History and Statistics
  • Creating General Ledger Batches
  • Filing 1099 Forms Electronically
  • Deleting Inactive Records
  • Revaluing Vendor Transactions
  • Year-End Processing
  • Reports
  • Using Personal Report Settings
  • Account Sets
  • Aged Cash Requirements
  • Aged Payables
  • Batch Listing
  • Batch Status
  • Check Register
  • Checks
  • Distribution Codes
  • Distribution Sets
  • G/L Transactions
  • Letters and Labels
  • Optional Fields
  • Options
  • Overdue Payables
  • Payment Selection Codes
  • Posting Errors
  • Posting Journal
  • Pre-Check Register
  • Recurring Payables
  • Remit-To Locations
  • Revaluation Posting Journal
  • 1099/CPRS Codes
  • 1099/CPRS Amounts
  • Terms
  • Vendor Activity Statistics
  • Vendor Group List
  • Vendor List
  • Vendor Period Statistics
  • Vendor Transactions
  • What You Need to Know Before Using Order Entry
  • Overview of Order Entry Processing
  • Transaction Processing
  • Orders, Shipments, and Invoices
  • Processing Orders
  • Entering Order and Customer Information
  • Using Order Entry Templates
  • Processing Different Order Types
  • Changing Order Information
  • Entering Order Details
  • Calculating Sales Taxes and Editing Tax Information
  • Entering Optional Field Information
  • Entering Sales Split Information
  • Entering Exchange Rate Information
  • Entering Prepayments
  • Verifying Order Totals
  • Posting Orders
  • Printing Order Confirmations and Picking Slips
  • Deleting Orders
  • Creating New Orders from Existing Orders
  • Processing Shipments
  • Shipping Entire Orders
  • Creating Partial Shipments
  • Verifying Shipment Totals
  • Posting Shipments
  • Completing Orders
  • Processing Invoices
  • Entering Invoices
  • Verifying Invoice Totals
  • Editing Payment Terms
  • Posting Invoices
  • Printing Invoices
  • Printing Shipping Labels
  • Processing Credit Notes and Debit Notes
  • Entering an Invoice Number
  • Completing Credit Notes and Debit Notes
  • Verifying Credit Note Totals
  • Posting Credit Notes and Debit Notes
  • Printing Credit Notes and Debit Notes
  • Day End Processing
  • Tasks Performed by Day End Processing
  • What to Do Before Running Day End Processing
  • Batches Created in Accounts Receivable
  • Journal Entries Generated by Posted Transactions
  • Shipments
  • Invoices
  • Prepayments
  • Credit Notes and Debit Notes
  • Reporting Order Entry Data
  • Viewing Data
  • Printing Reports
  • Printing Forms
  • Clearing Historical Data
  • Using Order Entry with Other SAGE 300 Programs
  • Accounts Receivable
  • General Ledger Inventory Control
  • Maintaining Setup Information
  • Icons Used for Maintaining Setup Information
  • Setup Maintenance
  • Setup Reports
  • Changing Order Entry Options
  • Changing Company Options
  • Changing Processing Options
  • Changing Document Numbering
  • Changing Order Optional Fields
  • Changing Integration Options
  • After Changing Options
  • Adding, Editing, and Deleting Templates
  • Adding a Template
  • Editing a Template
  • Deleting a Template
  • After Changing Templates
  • Adding, Editing, and Deleting Miscellaneous Charges
  • Adding a Miscellaneous Charge Record
  • Editing a Miscellaneous Charge Record
  • Deleting a Miscellaneous Charge Record
  • After Changing Miscellaneous Charge Records
  • Adding, Editing, and Deleting Ship-Via Codes
  • Adding a Ship-Via Code
  • Editing a Ship-Via Code
  • Deleting a Ship-Via Code
  • After Changing Ship-Via Codes
  • Adding and Editing Salesperson Commission Rates
  • Adding Salesperson Commission Rates
  • Editing Salesperson Commission Rates
  • After Changing Salesperson Commission Rates
  • Adding and Editing E-mail Messages
  • Adding E-mail Messages
  • SAGE 300 Order Entry
  • Editing E-mail Messages
  • After Changing E-mail Messages
  • Importing and Exporting Setup Records
  • Processing Orders, Shipments, and Invoices
  • Icons Used to Process Orders, Shipments, and Invoices
  • Using the Order Entry Form
  • Adding and Editing Orders
  • Payment Terms
  • Editing Tax Information
  • Entering Optional Field Information
  • Editing Sales Allocations
  • Editing Exchange Rates
  • Entering Order Prepayments
  • Verifying Order Totals
  • Authorizing Credit
  • Copying Existing Orders to New Orders
  • Viewing Current Orders
  • Using the Shipment Entry Form
  • Adding and Editing Shipments
  • Verifying Shipment Totals
  • Using the Invoice Entry Form
  • Adding and Editing Invoices
  • Editing Payment Terms
  • Entering Invoice Prepayments
  • Verifying Invoice Totals
  • Printing Posting Journals
  • Printing Quotes
  • Printing a Single Quote Immediately after Posting
  • Printing a Range of Quotes after Posting
  • Printing Order Confirmations
  • Printing a Single Order Confirmation Immediately after Posting
  • Printing Confirmations for a Range of Orders
  • Printing Picking Slips
  • Printing Shipping Labels
  • Printing Invoices
  • Printing a Single Invoice Immediately after Posting
  • Printing a Range of Invoices after Posting
  • Importing and Exporting Order Information
  • Importing Orders
  • Exporting Orders
  • Using the Sales Statistics, Salesperson Inquiry, and Sales History Forms
  • Viewing Sales Statistics
  • Viewing Salesperson Statistics
  • Viewing Sales History
  • Adding, Editing, and Deleting Sales Statistics
  • Processing Credit Notes and Debit Notes
  • Icons Used to Process Credit Notes and Debit Notes
  • Using the Credit/Debit Note Entry Form
  • Entering Invoice and Customer Information
  • Editing Detail Information
  • Editing Tax Information
  • Editing Exchange Rates
  • Verifying Credit Note and Debit Note Totals
  • Printing Credit/Debit Note Posting Journals
  • Printing Credit Notes and Debit Notes
  • Importing Credit Note and Debit Note Information
  • Periodic Processing
  • Day End Processing
  • Creating General Ledger Batches
  • Printing Periodic Reports
  • Clearing History
  • Reports
  • Standard Report Features
  • Printing Reports
  • Customizing Reports
  • Aged Orders
  • Credit Notes and Debit Notes
  • E-mail Messages
  • G/L Transactions
  • Invoices
  • Miscellaneous Charges
  • Options
  • Order Action
  • Order Confirmation
  • Picking Slips
  • Posting Journals
  • Quotes
  • Sales History
  • Sales Statistics
  • Salesperson Commission
  • Salesperson Commission Rates
  • Ship-Via Codes
  • Shipping Labels
  • Templates
  • Transaction List
  • Overview of Inventory Control Processing
  • Transaction Processing
  • Processing Receipts
  • Entering Receipts, Receipt Returns, and Receipt Adjustments
  • Processing Shipments
  • Entering Shipments and Sales Returns
  • Processing Adjustments
  • Types of Adjustments
  • Entering Adjustments
  • Processing Transfers
  • Goods-in-Transit Locations
  • Entering Transfers
  • Processing Assemblies and Disassemblies
  • Entering Assemblies and Disassemblies
  • Reporting Inventory Control Data
  • Printing Reports
  • Setup Reports
  • Stock Control Reports
  • Price/Sales Analysis Reports
  • Physical Inventory Reports
  • Day End Processing
  • Journal Entries Generated by Day End Processing
  • G/L Source Codes Used by Inventory Control
  • Printing Audit Trail Reports
  • Periodic Processing
  • Day End Processing
  • Taking Physical Inventory Counts
  • Create G/L Batch
  • Clear History
  • Delete Inactive Records
  • Using Inventory Control with Other SAGE 300 Accounting Programs
  • General Ledger
  • Order Entry
  • Purchase Orders
  • Maintaining Setup Information
  • Icons for Maintaining Setup Information
  • Setup Maintenance
  • Setup Reports
  • Changing Inventory Control Options
  • Changing Company Options
  • Changing Processing Options
  • Changing Items Options
  • Changing Documents Options
  • Changing Integration Options
  • After Changing Options
  • Adding, Editing, and Deleting Item Structures
  • Adding Item Structures
  • Editing Item Structures
  • Deleting Item Structures
  • Selecting or Changing the Default Item Structure
  • After Changing Item Structure Records
  • User
  • Adding, Editing, and Deleting Segment Codes
  • Adding Segment Codes
  • Editing Segment Codes
  • Deleting Segment Codes
  • After Changing Segment Code Records
  • Adding, Editing, and Deleting Inventory Locations
  • Adding Locations
  • Editing Locations
  • Effects of Changes
  • Deleting Locations
  • After Changing Location Records
  • Adding, Editing, and Deleting Categories
  • Adding Categories
  • Editing Categories
  • Deleting Categories
  • After Changing Category Records
  • Adding, Editing, and Deleting Account Sets
  • Adding Account Sets
  • Editing Account Sets
  • Deleting Account Sets
  • After Changing Account Set Records
  • Adding, Editing, and Deleting Price List Codes
  • Adding Price Lists
  • Editing Price Lists
  • Deleting Price Lists
  • After Changing Price Lists
  • Printing Setup Reports
  • Importing and Exporting Setup Record Information
  • Maintaining Item and Price List Information
  • Icons for Maintaining Item and Price List Information
  • Item and Price List Maintenance
  • Item and Price List Reports
  • Adding, Editing, and Deleting Item Records
  • Adding Item Records
  • Editing Item Records
  • Deleting Item Records
  • After Changing Item Records
  • Linking Vendors to Items
  • Adding a Vendor to an Item
  • Deleting a Vendor from an Item
  • Editing Vendors
  • Maintaining Price Lists
  • Viewing Price List Information
  • Assigning Items to Price Lists
  • Editing Price Lists
  • Deleting Items from Price Lists
  • Copying Items to Other Price Lists
  • Setting up Contract Pricing
  • Updating Price Lists
  • After Changing Price Lists
  • Adding, Editing, and Deleting Location Details
  • Assigning Items to Locations
  • Editing Location Details
  • Removing Items from Locations
  • After Changing Location Details
  • Adding, Editing, and Deleting Manufacturers’ Items
  • Adding Manufacturers’ Items
  • Editing Manufacturers’ Items
  • Deleting Manufacturers’ Items
  • After Changing Manufacturers’ Items
  • Adding, Editing, and Deleting Reorder Quantities
  • Adding Reorder Quantities
  • Editing Reorder Quantities
  • Deleting Reorder Quantities
  • After Changing Reorder Quantities
  • Adding, Editing, and Deleting Bills of Material
  • Adding Bills of Material Records
  • Editing Bills of Material Records
  • Deleting Bills of Material Records
  • After Changing Bills of Material Records
  • Maintaining Item Statistics
  • Updating Sales Statistics
  • Deleting Sales Statistics
  • After Changing Sales Statistics
  • Updating Transaction Statistics
  • Deleting Transaction Statistics
  • After Changing Transaction Statistics
  • Printing Item and Price List Information
  • Importing and Exporting Item and Price List Information
  • Processing Inventory Control Transactions
  • Processing Receipts and Shipments
  • Entering and Posting Receipts, Receipt Returns, Receipt Adjustments,
  • Shipments and Sales Returns
  • Running Day End Processing
  • Reporting Receipts, Receipt Returns, Receipt Adjustments, Shipments,
  • And Sales Returns
  • Using the Receipts Form
  • Adding Receipts
  • Editing Receipts
  • Using the Shipments Form
  • Entering Shipments and Sales Returns
  • Processing Transfers, Adjustments, and Assemblies
  • Running Day End Processing and Printing Posting Journals
  • Using the Transfers Form
  • Using the Adjustments Form
  • Types of Adjustments
  • Using the Assemblies/Disassemblies Form
  • Posting Inventory Control Transactions
  • Printing Posting Journals
  • Importing Transactions
  • Retrieving Transaction History
  • Viewing Current Transactions
  • Day End and Periodic Processing
  • Day End Processing
  • Running Day End Processing
  • Periodic Processing
  • Processing Physical Inventory
  • Clearing History
  • Creating General Ledger Batches
  • Deleting Inactive Records
  • Reports
  • Standard Report Features
  • Printing Reports
  • Customizing Reports
  • Account Sets
  • Alternate Items
  • Bills of Material
  • Bin/Shelf Labels
  • Categories
  • Contract Pricing
  • G/L Transactions
  • Inventory Reconciliation
  • Inventory Worksheet
  • Item Labels
  • Item Status
  • Item Structures
  • Item Valuation
  • Location Details
  • Locations
  • Manufacturers’ Items
  • Markup Analysis
  • User
  • Options
  • Overstocked Items
  • Posting Journals
  • Price List Codes
  • Price Lists
  • Reorder Report
  • Reorder Quantities
  • Sales Statistics
  • Segment Codes
  • Selling Price and Margin Analysis
  • Serial Numbers
  • Slow Moving Items
  • Transaction History
  • Transaction Listing
  • Transaction Statistics
  • Vendor Details
  • What You Need to Know Before Using Payroll
  • Payroll Processing Flowchart
  • Processing Printed Paycheques
  • Entering Timecards
  • Calculating Payroll
  • Printing the Pre-Cheque Payroll Register
  • Printing Payroll Cheques
  • Posting Payroll Data and Creating G/L Transaction Batches
  • Correcting Posted Cheques
  • Processing Manual Cheques
  • Processing After the Fact Manual Cheques
  • Processing Printed Manual Cheques
  • Entering Multiple Manual Cheques
  • The Manual Cheque Cycle
  • Overriding Cost Center Segments on the Manual Cheque
  • Printing the Payroll Processing Exceptions Report
  • Printing the Pre-Cheque Payroll Register
  • Printing Manual Cheques
  • Posting Manual Cheques
  • Processing Employment Insurance (EI)
  • Setting up Payroll for Employment Insurance (EI)
  • Processing Multiple Cheques per Employee within a Pay Period
  • EI Notes
  • The Effects of Reversing a Cheque on EI Processing
  • Record of Employment (ROE) Report
  • Recording a Period with No Insurable Earnings
  • Insuring Special Groups of Workers
  • Periodic Payroll Processing
  • Creating G/L Batches
  • Deleting Inactive Payroll Records
  • Finding Duplicate SINs
  • Adjusting Payroll
  • Printing Payroll Transaction Reports
  • Generating Government Reports
  • Printing the Record of Employment
  • Printing Relevé 1s
  • Printing CRA Remittance Info
  • Printing the Ministère du Revenu du Quebec Information Report
  • Printing the T4
  • Where to Now?
  • Maintaining Earnings/Deductions
  • Earning/Deduction Maintenance
  • Before Using
  • How to Use the Earnings and Deductions Form
  • Maintaining Taxes
  • Income Tax Maintenance
  • Before Using
  • How to Use the Income Taxes Form
  • Maintaining Employees
  • Employee Maintenance
  • Before Using
  • How to Use the Employees Form
  • After Using
  • Employee Activity
  • How to Use
  • Assigning Earnings/Deductions to Employees
  • Before Using
  • How to Use
  • After Using
  • Updating Earnings/Deductions for All Employees
  • Before Using
  • How to Use
  • After Using
  • Updating Employees’ TD1 Claims
  • How to Use
  • After Using
  • Processing Payroll
  • Overview of Timecards
  • Employee Timecards
  • Before Using
  • How to Use
  • Detailed Payroll Timecards
  • Reusable Timecards
  • Before Using
  • Notes
  • How to Use
  • After Using
  • Calculating Payroll
  • Before Using
  • Notes
  • How to Use
  • After Using
  • Printing the Payroll Processing Exceptions Report
  • How to Use
  • Printing the Pre-Cheque Payroll Register
  • Correcting Payroll Data after Calculating Payroll
  • Correcting Employee Information
  • Adding and Correcting Timecards
  • Recalculating Payroll
  • Printing and Posting Payroll Cheques
  • Before Using
  • Notes
  • How to Use
  • After Using
  • Generating the EFT File
  • How to Use
  • After using
  • Entering Manual Cheques
  • Before Using
  • Notes
  • How to Use
  • After Using
  • Processing Manual Cheques
  • Before Using
  • Notes
  • How to Use
  • After Using
  • Printing the Payroll Processing Exceptions Report
  • Posting Manual Cheques
  • Before Using
  • Notes
  • How to Use
  • After Using
  • Reversing Cheques
  • How to Use
  • Adjusting Payroll
  • Notes
  • Printing Government Reports
  • Printing the Record of Employment
  • Printing CRA Remittance Information
  • Printing T4s
  • Filing T4s or Relevé 1s Electronically
  • Periodic Processing
  • Periodic Processing Overview
  • Creating General Ledger Batches
  • Before Using
  • How to Use
  • After Using
  • Deleting Inactive Records
  • Before Using
  • How to Use
  • Finding Duplicate Social Insurance Numbers
  • How to Use
  • After Using
  • Reports
  • Payroll Reports
  • The Setup Reports Folder
  • The Employee Reports Folder
  • The Payroll Transaction Reports Folder
  • The Government Reports Folder
  • Order and Selection
  • Printing the Report
  • Setup Reports
  • Class Codes
  • Earnings and Deductions
  • EFT Options
  • Optional Fields
  • Options
  • Overtime Schedules
  • Shift Differential Schedules
  • Tax Profiles
  • Workers’ Compensation Codes
  • Employee Reports
  • Employee Information
  • Employee Selection
  • Transaction History Audit
  • Transaction Reports
  • Accruals
  • Earnings and Hours
  • Earnings/Deductions Summary
  • EFT Direct Deposit
  • EFT Transactions
  • Employee Timecards
  • Hours Analysis
  • Manual Cheques
  • Payroll G/L Transactions
  • Payroll Processing Exceptions
  • Payroll Register
  • Pre-Cheque Payroll Register
  • Tax Calculation Analysis
  • Timecards
  • Workers’ Compensation
  • Government Reports
  • CRA Remittance Information
  • Record of Employment
  • T4 Slips
  • T4 Slips (Electronic Filing)
  • What You Need to Know Before Using Purchase Orders
  • Overview of Purchase Order Processing
  • Transaction Processing
  • Purchase Orders, Receipts, and Invoices
  • Processing Purchase Orders
  • Entering Order and Vendor Information
  • Using Purchase Order Templates
  • Processing Different Purchase Order Types
  • Changing Order Information
  • Entering Order Details
  • Calculating Taxes and Editing Tax Information
  • Entering Optional Field Information
  • Entering Additional Costs
  • Entering Exchange Rate Information
  • Verifying Totals
  • Posting Orders
  • Printing Purchase Orders
  • Deleting Orders
  • Creating New Orders from Existing Orders
  • Processing Receipts
  • Creating Partial Receipts
  • Verifying Receipt Totals
  • Posting Receipts
  • Completing Purchase Orders
  • Processing Vendor Invoices
  • Entering Invoices
  • Verifying Invoice Totals
  • Editing Payment Terms
  • Posting Invoices
  • Printing Invoices
  • Processing a Return
  • Entering an Invoice Number
  • Completing Returns
  • Day End Processing
  • Batches Created in Accounts Payable
  • Journal Entries Generated by Posted Transactions
  • Reporting Purchase Order Data
  • Viewing Data
  • Printing Reports
  • Printing Forms
  • Clearing Historical Data
  • Using Purchase Order with Other SAGE 300 Programs
  • Icons Used for Maintaining Setup Information
  • Setup Maintenance
  • Setup Reports
  • Changing Purchase Order Options
  • Changing Company Options
  • Changing Processing Options
  • Changing Document Numbering
  • Changing Order Optional Fields
  • Changing Integration Options
  • After Changing Options
  • Adding, Editing, and Deleting Templates
  • Adding a Template
  • Editing a Template
  • Deleting a Template
  • After Changing Templates
  • Adding, Editing, and Deleting Miscellaneous Charges
  • Adding a Miscellaneous Charge Record
  • Editing a Miscellaneous Charge Record
  • Deleting a Miscellaneous Charge Record
  • After Changing Miscellaneous Charge Records
  • Payment Terms

Talk to us about your training needs