The System Manager module allows users to create and maintain Sage 300 databases, define security settings for user access and establish company-wide settings for currency and fiscal periods. Functionality is divided into two broad areas; Administrative Services, which defines security settings and allows users to copy or backup datasets, and Common Services, which defines fiscal calendar options and currency settings for the company. This course is designed to provide users with a comprehensive understanding of the ADMIN user functionality within Sage 300 in order to create and maintain secure Sage 300 databases.
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Requirements
You should have access to a laptop that can run Sage 300
You should have installed Sage 300
You should have installed Sample Data that comes with Sage 300
Outcomes
Navigating and customizing the Classic desktop This session will show you how to use, navigate and customize the classic desktop of Sage 300 to suit your needs.
Resources and common tools used in all Sage 300 applications. In this session, you will learn how to use the various resources and customization tools to build your comfort level in moving through the Sage 300 applications. This lesson shows how to change the way you view the Sage 300 desktop, set print options, and work with and customize the finder, data entry or inquiry screens to suit your needs.
Managing Your Visual Process Flow In this session you will learn how to use the standard process flow template, customize the existing process flow or create your own process flows.
Learning to use Administrative Services. You will learn how to use Administrative Services, you can activate data, check data integrity, identify restart records for incomplete processing, and maintain user information (for example, add user records, create security groups, set up user authorizations, customize user interfaces, and create customization directories).
Common Services This session will teach you about Sage 300. These services manage company, fiscal calendar, currency, optional data, banking, scheduling recurring transactions, bank transfers, and sales tax for all your integrated Sage 300 programs.
Tax Services In this session you will learn how tax services manages all taxes incurred by your company's sale or purchase of goods and services. You will be able to create and maintain tax tables, calculate taxes, and retains tax audit information.
Bank Services In this session we will discuss Bank Services, set up of Bank Services and Bank Services transactions - bank entries, reverse transactions and reconciliation.
Database Maintenance This lesson deals with System Manger routines and utilities use to perform maintenance checks on your Sage 300 system. Used correctly, along with your normal company backup procedures, the tools provided with assistance in keeping your database accurate
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