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Sage 300 ERP Implementation and Configuration Essentials

Sage 300 ERP Implementation and Configuration Essentials

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Sage 300 ERP Implementation and Configuration Essentials Course Curriculum



Course Overview

This comprehensive course is designed to equip participants with the knowledge and skills required to implement and configure Sage 300 ERP effectively. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Outline

Module 1: Introduction to Sage 300 ERP

  • Overview of Sage 300 ERP
  • History and Evolution of Sage 300 ERP
  • Key Features and Benefits
  • System Requirements and Architecture

Module 2: Planning and Preparation

  • Pre-Implementation Planning
  • Defining Project Scope and Objectives
  • Identifying and Assessing Business Requirements
  • Creating a Project Plan and Timeline

Module 3: System Setup and Configuration

  • Configuring System Settings
  • Setting up Company Information and Fiscal Year
  • Configuring Currency and Exchange Rates
  • Defining User Roles and Security

Module 4: General Ledger Configuration

  • Configuring General Ledger Settings
  • Setting up Account Structures and Chart of Accounts
  • Defining Financial Calendars and Periods
  • Configuring Journal Entries and Transaction Types

Module 5: Accounts Payable Configuration

  • Configuring Accounts Payable Settings
  • Setting up Vendors and Vendor Groups
  • Defining Payment Terms and Methods
  • Configuring Invoice and Payment Processing

Module 6: Accounts Receivable Configuration

  • Configuring Accounts Receivable Settings
  • Setting up Customers and Customer Groups
  • Defining Payment Terms and Methods
  • Configuring Invoice and Payment Processing

Module 7: Inventory Configuration

  • Configuring Inventory Settings
  • Setting up Inventory Items and Item Groups
  • Defining Inventory Valuation Methods
  • Configuring Inventory Transactions and Reporting

Module 8: Order Entry and Sales Order Processing

  • Configuring Order Entry Settings
  • Setting up Sales Orders and Quotes
  • Defining Order Entry Templates and Pricing
  • Configuring Order Fulfillment and Shipping

Module 9: Purchasing and Purchase Order Processing

  • Configuring Purchasing Settings
  • Setting up Purchase Orders and Requisitions
  • Defining Purchase Order Templates and Approval Processes
  • Configuring Receipting and Inventory Updating

Module 10: Implementation and Testing

  • Implementation Planning and Execution
  • Testing and Quality Assurance
  • Identifying and Resolving Implementation Issues
  • Go-Live Preparation and Support

Module 11: Post-Implementation Support and Maintenance

  • Providing Ongoing Support and Maintenance
  • Troubleshooting Common Issues
  • Performing System Updates and Upgrades
  • Optimizing System Performance


Course Features

  • Interactive and Engaging: Learn through a combination of video lessons, interactive simulations, and hands-on projects.
  • Comprehensive and Up-to-date: Stay current with the latest Sage 300 ERP features and best practices.
  • Personalized Learning: Learn at your own pace and on your own schedule.
  • Expert Instructors: Learn from experienced professionals with extensive Sage 300 ERP knowledge.
  • Certification: Receive a certificate upon completion, issued by The Art of Service.
  • Flexible Learning: Access course materials on your desktop, tablet, or mobile device.
  • User-friendly and Mobile-accessible: Navigate the course with ease on any device.
  • Community-driven: Connect with other learners and get support through discussion forums.
  • Actionable Insights: Apply learned concepts to real-world scenarios and projects.
  • Hands-on Projects: Reinforce learning through practical, hands-on exercises.
  • Bite-sized Lessons: Learn in manageable chunks, with lessons ranging from 10-30 minutes.
  • Lifetime Access: Access course materials for as long as you need.
  • Gamification: Stay motivated with interactive challenges and rewards.
  • Progress Tracking: Monitor your progress and stay on track.


What to Expect Upon Completion

Upon completing the Sage 300 ERP Implementation and Configuration Essentials course, participants will receive a certificate issued by The Art of Service, demonstrating their expertise and knowledge in implementing and configuring Sage 300 ERP.

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