INTRODUCTION TO SAGE ERP SYSTEM MANAGER Training Course Outline. Introduction to Sage ERP System Manager. Version 5.6 to 6.1

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1 Introduction to Sage ERP System Manager Version 5.6 to 6.1

2 Course Outline The Introduction to Sage ERP System Manager course has been designed for new users people who have never worked on Sage ERP (formally known as Sager ERP Accpac) core modules before, and needs to understand the overall workings and mythology of Sage ERP as an ERP system, and also for students that needs to know the basics of accounting and how this incorporates into Sage ERP. Course duration: This course is scheduled for three (3) days from 9:00 till 16:00. Course pre-requisites: Computer/Windows literate Basic MS Office understanding Documentation: The following documentation is included with the course Sage ERP System Manager user guide User competency exam Certificate of attendance/successfully completed (Certificate will state Successfully Completed if exam is passed. Pass rate: 70%) Who should attend? New/basic Sage ERP users Job seekers Skill development students

3 The facilitator Werner Muller Werner Muller has been active in Accpac for twelve years and in this time has obtained a lot of practical and theoretical experience - with 30 years of accounting experience. He comes from a corporate and training environment where he was a junior lecturer for statistics and applied maths. He completed his articles at Theron van der Poel and attended the University of Pretoria where he studied B-Com Auditing. He is dedicated to training since it is his passion to deliver effective meaningful skills and to uplift all the students coming through our AccTech Systems training centre. Topics covered Introduction to basic accounting principals Introduction to SQL Server Navigation through SQL server 2005,2008 r2 Database creation in SQL 2005,2008 Backups in SQL Restore of databases IN SQL Creation of open data base connections in administrative services Test the connections Create databases for companies in Sage ERP (formally known as Sage ERP Accpac) database set up Activate sub modules Accounting principles relating to Sage ERP processes Setup options in Sage ERP core modules The effect of user rights on the work ability of Sage ERP To understand periods in Sage ERP Adjustment and closing periods Setting up of multi-currency companies Planning before creating Options for General Ledger, Accounts Receivable, Accounts Payable, Inventory Control, Purchase Orders, Order Entry, Peresoft Cashbook The connection between Crystal, Financial report writer, Insight reporting, business Intelligence and Accpac Why purchase orders and Order entry? What effect does it have if you only have Inventory control? What effect does that have on balance sheets, and what effect will it have on month ends and year ends. What is the accepted month and year end procedures? How to do a year end, and which reports is essential to complete the process?

4 What is a batch formatted system? What effect does clearing accounts have on the system? What effect does it have on the balance sheet? What are control accounts? What effect does that have on balance sheets, and what effect will it have on month ends and year ends. What is the accepted month and year end procedures? How to do a year end, and which reports is essential to complete the process? How to change the user interface? Where do all your default crystal reports lie, and what needs to happen to create your own custom reports? Where would you store your financial reporter custom reports? How can you write your own? Work station set up What is the benefit if program files, as well as data lies on server, and what are the disadvantages? What is the benefit if program files lie locally, and what are those disadvantages? How to plan your General Ledger account number creation Cost centres creation, segments and segment codes What effect to the system will deletion of batches has how to reverse return to drawer cheques, and how accounts receivable will be affected? Understanding Accpac tables Understanding Universal Network Conventions (UNC) Understanding map drives, why UNC s are better? Troubleshooting All import and export functions Navigate through Peresoft products

5 Venue details We have training facilities in Centurion and Rivonia. Please mention which will be your preferred venue for the training. The location will be confirmed once the booking has been received. Centurion 1001 Clifton Avenue Lyttelton Manor Centurion Rivonia 3 Fifth Avenue Rivonia Johannesburg For bookings or more information For bookings or more information please feel free to contact us at or [email protected] For the latest event schedule visit our training page on