Business Partner Training Curriculum Sage Evolution Premium Administrator Course (Learning Unit 4)

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1 Business Partner Training Curriculum Sage Evolution Premium Course (Learning Unit 4) This comprehensive training course covers the activities that an administrator will perform in a Sage Evolution Premium environment. [ Entrance Requirements ] Learners need to meet the following prerequisites before attending the Sage Evolution Premium administrator course: 1. Sage Evolution Premium Practitioner Course (EPCP - Learning Unit 1) 2. Sage Evolution Premium Product Consultant Course (EPCP Learning Unit 2) Learners need to meet the following prerequisites before attending the extended Sage Evolution Premium elective administrator courses, which ever applies to your certification requirements: 1. Sage Evolution Premium Practitioner Course (EPCP - Learning Unit 1) 2. Sage Evolution Premium Product Consultant Course (EPCP Learning Unit 2) 3. Sage Evolution Premium Elective Courses (EPCE Learning Unit 3): 3.1. Branch Accounting Concept Training (EPCE Learning Unit 3.1)(if applicable) 3.2. Retail Point of Sale Concept Training (EPCE Learning Unit 3.2)(if applicable) 3.3. Municipal Billing Concept Training (EPCE Learning Unit 3.3)(if applicable) If you are not yet competent in the required prerequisites, you must first complete the relevant courses before enrolling for this course. It is essential that the course prerequisites are met so as to avoid being asked to leave and the course fees being forfeited. [ Target Learners ] If you want to learn how to set up and administer the Sage Evolution Premium environment as a System or Super User, this course is for you. [ Training ] This is a three day (18 hour) course. [ Delivery Methods ] The delivery methods include: Facilitated workshop.

2 [ Assessments ] The assessment forms part of the course and has to be written within 6 months from the commencement date of your classroom training or self-study course. To make it easier for you, all the Sage Evolution assessments are now ONLINE. This means that you can write the assessment in your own time and in the comfort of your own home (as long as you have a computer with internet access). Once you have completed a Sage Evolution training course, we would therefore encourage you to take the Sage Evolution competency assessment. Assessments are offered only in English and in an online environment. How to register for your ONLINE assessment? 1. Visit the or website. 2. Select the Login to Sage Sage Zones tab. 3. Select the Training Zone option. 4. If you have already created an online profile, log in with your user name and password. 5. If you do not have an online profile, click on the here link or the Create Personal Profile link to create your online profile. 6. Using the Serial Number that you received with your course material, select the Register Serial Number option. Enter the Serial Number and select the Register button. 7. Select the Write My Assessment option. 8. On the next screen, select your registered assessment. 9. Select the Start Assessment button. 10. Select the assessment link that displays in the new screen. 11. Read the assessment instructions and select the Let s begin button. [ Course Outline ] This course will teach you how to set up, configure and administer the Sage Evolution Premium software environment according to your role within the company. The Evolution Premium Certified Professional course will cover the core and add-on modules administration activities, provided that the correct entrance requirements are met. Thereafter you can elect to continue with one of the elective module administration certification (Evolution Premium Certified Expert ), whichever applies to you and, provided that the correct elective concept certification was obtained prior to attending this course. Super User System Financial Branch Accounting Retail POS Municipal Billing Branch Accounting Retail POS Municipal Billing Administratr

3 The following table outlines the key performance areas of the different administrators: Super User: Must be able to perform any, and all, transactional processes; Be familiar with all business processes; Act as first line of support for transactional and business process support purposes; Create users and assign to user groups managed by financial administrator; Backup strategy management; Security administration. System Financial Monitor and manage the following: Software set up on user machines; Connectivity set up and control; Disaster recovery management; Troubleshooting system problems in terms of the Evolution software; Security administration; Database backup schedules; Manage and communicating maintenance schedules; Performing system upgrades; Assist with identifying training needs; Perform client and server software installations. Monitor and manage the following: Creating and managing master files (AR, AP, GL, Stock); Creating and managing transaction types; Creating and managing inventory groups, sales reps, projects etc.; Opening and closing periods; Capturing of daily FOREX rates; Managing module defaults; Managing group permissions; Assist with identifying training needs. Elective Branch Accounting Retail Point of Sale Municipal Billing Check that sync is active on the different servers; Sync errors, where not able to resolve, to be escalated to the Sage Support team. Trial balance is in balance; Trial balance at branch is equal to trial balance at head office; Sub-ledger balances between head office & branch; Sub-ledger balances to control account. Ensure network and FTP stability. Install the Retail POS add-on module; Install the till application on each cashier station / point of sale; Set up a Fiscal printer environment; Customising layouts for receipt and document printers; Back office maintenance and administration. This course will be conducted as one training intervention and all of the roles will be covered. Install the add-on module; Set up the different master files for a municipal environment.

4 The following outlines the content that will are covered: Install and Register Sage Evolution Prepare your company for Sage Evolution. Understand the different elements of networking. Identify the system requirements. Install Sage Evolution. Create and register a common database. Maintain Sage Evolution Log into Sage Evolution. Administer important operational and maintenance functions. Use the Utilities menu. Navigate within Sage Evolution. Create user defined fields. Use the help functions. Use the help functions. Sage Evolution Core Default Settings Explain the importance of default settings. Set the general ledger defaults. Set the accounts receivable defaults. Set the accounts payable defaults. Set the inventory defaults. Set the order entry defaults. Set the alert management defaults. Reports Identify the different reports. Generate reports. Customise reports. Import reports. Sage Evolution Add-on Default Settings Explain the importance of default settings. Identify the add-on modules which require the setting up of defaults. Set up the Annuity Billing add-on module defaults. Set up the Bill of Materials add-on module defaults. Set up the Credit Control add-on module defaults. Set up the Contact Management add-on module defaults. Set up the Fixed Assets add-on module defaults. Set up the Job Costing add-on module defaults. Create Foreign Currencies and Exchange Rates. Set up the Warehouse add-on module defaults. Set up the Point of Sale add-on module defaults. Set up the Procurement add-on module defaults. Set up the Delivery Management add-on module defaults. Set up the Global Tax add-on module defaults.

5 Set up the Voucher Management add-on module defaults. Set up the Advanced Procurement add-on module defaults. Set up the Service Manager add-on module defaults. Set up the Mobile Sales add-on module. Partner to Evolution Conversion Convert from Sage Partner to Sage Evolution (Old Conversion). Convert from Sage Partner to Sage Evolution (New Conversion). System Audit Manager Have an overview of the System Audit Manager. Know how the System Audit Manager works. Upgrading your databases Upgrade a standard Sage Evolution database. Outlook Add-in Integrate the Outlook Add-in. ELECTIVE MODULES: Configure branch accounting databases Create your head office database. Create your branches in the common module. Administer the System Wizard process. Export your configuration files for your branches. Create and prepare the necessary folders. Process the initial import. Run the Sync Monitor at the Branches. Check the Local Folders. Upload and Download Data. Run Head Office and Branch Synchronisations. Know about the changes to the Evolution Database Structure. Handle Troubleshooting. Upgrade your databases in a Branch Accounting Environment. Process loan accounts and inter branch transfers. Online vs offline processing. Sage Evolution Retail Management Set up your Retail POS environment. Set up a Fiscal Printer. Set up the Retail POS default settings. Set up till access or security settings. Create user defined fields for retail documents. Customise till document and/or slip layouts. Municipal Billing Maintenance Install the Municipal Billing add-on module. Register the Municipal Billing add-on module. Log into the Municipal Billing database.

6 Navigate within the Municipal Billing add-on module. Set up the Municipal Billing add-on module defaults and user permissions. [ Booking process for South Africa, Lesotho and Swaziland ] To book online please ensure that you have your ID number, Sage serial number and customer/pin number ready. If you are not currently a Sage user, all you need is your ID number. Step 1 Visit and select the Book Training button on the homepage. Select "Search for Training Event". You will be prompted to select an event type or course. Select the event you want to attend from the drop down menu. Step 2 Select the area in which you would like to attend training, and then select the Search button. A list of possible dates and venues will display. Step 3 Select the area and date combination that is most convenient for you to attend training. A brief overview of the course with confirmation of price, availability and the venue will then be shown prior to you actually booking. You may now elect to book or to go back and select another event or a different venue. Step 4 If you are happy with your event, area and date, go to the Book for event box at the bottom of the page. Enter your ID number, Sage serial number and customer/pin number. Step 5 You are now required to enter your personal details, including your reasons for attending the course and any food requirements you may have. On completion of this section you must submit your provisional booking. A pro-forma invoice will be generated, giving you a unique TRA booking number. Step 6 You have 2 days in which to make payment for this course and to send the proof of payment to Sage. Fax numbers for our branches are as follows: Johannesburg ; Cape Town ; Durban When sending through your proof of payment, please quote your unique TRA booking number. Step 7 Once payment has been confirmed, you will receive your course confirmation and a map to the selected training event. Should you wish to confirm your booking later, please return to select the Book Training option and then select the Confirm Booking/Event button. By entering either your ID number OR unique TRA Number you will be able to verify the details of your booked event, the status of your payment, view your invoice and reprint your map. International Training: To book for your Sage Sage training, itraining@sagesage.com.