Introduction to Sage 300 Training Logo

Introduction to Sage 300 Training

Live Online & Classroom Enterprise Training

Provides foundational knowledge of the Sage 300 ERP system for financial and operational management. Focuses on accounting, inventory control, and reporting tools for business automation and efficiency.

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What is Introduction to Sage 300 Training about?

The Introduction to Sage 300 course provides a comprehensive foundation for understanding and using Sage 300 ERP effectively. Participants will explore the system interface, navigation, and key functional modules including General Ledger, Accounts Payable, Accounts Receivable, and Inventory Control. This course emphasizes real-world applications of financial and operational processes, enabling professionals to improve business efficiency and data accuracy. Ideal for those new to Sage 300 or ERP systems, it serves as a stepping stone to advanced configuration and administration topics. 

What are the objectives of Introduction to Sage 300 Training ?

  • Understand the core architecture and modules of Sage 300 ERP. 
  • Navigate and configure Sage 300’s user interface and settings. 
  • Perform basic financial operations such as posting transactions and generating reports. 
  • Manage Accounts Payable, Accounts Receivable, and General Ledger processes. 
  • Gain insights into integrating Sage 300 with other business applications. 

Who is Introduction to Sage 300 Training for?

  • Accounting and Finance Professionals. 
  • ERP Administrators and System Users. 
  • Business Analysts and Consultants. 
  • Small and Medium Enterprise (SME) Managers. 
  • Anyone interested in learning ERP systems or Sage solutions.

What are the prerequisites for Introduction to Sage 300 Training?

Prerequisites:  

  • Basic understanding of accounting and financial principles. 
  • Familiarity with business process workflows. 
  • General computer literacy and Microsoft Windows navigation skills. 
  • Exposure to ERP systems (helpful but not mandatory). 
  • Interest in financial and operational system automation. 

Learning Path: 

  • Introduction to ERP and Sage 300 Overview 
  • Navigating the Sage 300 Interface 
  • Core Financial Modules (GL, AP, AR) 
  • Inventory and Order Management Basics 
  • Reporting, Analysis, and Integration 

Related Courses: 

  • Sage 300 Financial Management 
  • Sage 300 Advanced Operations 
  • Sage 300 Administration and Configuration 
  • Sage Intelligence Reporting

Available Training Modes

Live Online Training

1 Days

Course Outline Expand All

Expand All

  • What is Sage 300 ERP
  • Installing the Web Server (IIS)
  • Creating Shared Folders
  • Disabling the Windows Firewall
  • Turning off the User Access Control settings
  • Turning off Data Execution Prevention (DEP) for other applicatictions
  • Defining user account as Local Administrator
  • Installing Microsoft SQL Server 2012 Express
  • Installing Sage 300 ERP 2014
  • Creating databases in Microsoft SQL Server 2012
  • Setting up databases in Sage 300 ERP Database Setup
  • Activating Administrative (A/S) and Common Services (C/S)
  • Get comfortable with Sage 300 ERP
  • Setting up G/L Options
  • Setting up G/L Segment Codes
  • Setting up G/L Account Structures
  • Creating G/L Accounts
  • Setting up Tax Authorities
  • Setting up Tax Classes
  • Setting up Tax Rates
  • Setting up Tax Groups
  • Setting up B/K Options
  • Creating B/K Bank Accounts
  • Setting up A/P Options
  • Setting up A/P Accounts Sets
  • Setting up A/P Terms
  • Creating A/P Vendor Groups
  • Setting up A/R Options
  • Setting up A/R Account Sets
  • Setting up A/R Billing Cycles
  • Setting up A/R Interest Profiles
  • Setting up A/R Terms
  • Creating A/R Customer Groups
  • Setting up I/C Options
  • Setting up I/C Item Structures
  • Setting up I/C Segment Codes
  • Setting up I/C Locations
  • Setting up I/C Categories
  • Setting up I/C Account Sets
  • Setting up I/C Price List Codes
  • Setting up I/C Units of Measure
  • Setting up O/E Options
  • Setting up O/E Templates
  • Setting up O/E Miscellaneous Charges
  • Setting up O/E G/L Integration
  • Setting up P/O Options
  • Setting up P/O Templates
  • Setting up P/O Additional Costs
  • Setting up P/O G/L Integration
  • Setting up Application and Advanced Security
  • Managing User Accounts
  • Creating Security Groups
  • Assigning User Authorizations
  • Maintaining (C/S) Company Profile
  • Maintaining (C/S) Fiscal Calendar
  • Maintaining (C/S) Currencies
  • Checking (A/S) Data Integrity
  • Backing up Data (A/S DBDump)
  • Restoring Data (A/S DBLoad)

Who is the instructor for this training?

The trainer for this Introduction to Sage 300 Training has extensive experience in this domain, including years of experience training & mentoring professionals.

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