Sage 300 Erp: Installation And Setup Guide For Beginners

A complete guide to installing and setting up Sage 300 ERP from scratch for new Sage ERP consultants and administrators

What you'll learn
You will be able to prepare a Windows computer for Sage 300 ERP installation and configuration
You will be able to install and configure Microsoft SQL Server 2012 R2 Express
You will be able to install and configure Sage 300 ERP 2014 Premium
You will be able to create databases in Microsoft SQL Server Management Studio
You will be able to create database mappings in Sage 300 ERP Database Setup
You will be able to setup and configure the 8 Sage 300 ERP standard modules
You will be able to execute common and administrative tasks in Sage 300 ERP
Requirements
You should have a newly installed Windows 7 machine (virtual or physical)
You should have a reliable internet connection in order to download the required software before installations begin
You do not need to have prior experience with Sage 300 ERP or Microsoft SQL Server 2012 Express, although having it would be an advantage
Description
Sage 300 ERP: Installation and setup guide for beginners course is an exciting practical course on installing, setting up and configuring the Sage 300 ERP. The course is taught by a qualified trainer and expert in Sage 300 ERP implementations who boasts over 10 years in the IT industry in general and 8 years experience in Sage 300 ERP project implementations. The key areas covered by the course are as follows: Windows 7 environment preparation Software download and installation Database creation and setup Company setup and configuration System administration This course is ideal for anyone who wants to learn about Sage 300 ERP installation and setup, but more specifically the following audience: Newbies to Sage 300 ERP (Consultants and Administrators alike) Computer Science graduates Business Studies/Accounting graduates Semi-experienced consultants and administrators of Sage 300 ERP Seasoned ERP consultants intending to learn a new ERP Returning Sage ERP Consultants intending to get a refresher course ERP enthusiasts who would like to learn a new ERP This course is very practical hence the need for a computer to use to follow along and perform the tasks and activities provided inside. The required software is available as a free download whose URL is provided inside, so the requirements of the course are within everyone's reach. The course is made up of mainly video lectures incorporating slides with course topics and objectives but mostly screencasts walking you step-by-step through the activities and tasks required to achieve the set out objectives. By the end of this course, you’ll not only have the skills, but the confidence to setup your own company, or seek employment as an administrator in a firm using Sage 300 ERP or work as a junior consultant in a Sage Business Partner, or work as an independent consultant implementing Sage 300 ERP projects for your own clients.

Overview

Section 1: Introduction

Lecture 1 Welcome

Lecture 2 What is Sage 300 ERP?

Lecture 3 Before we begin

Section 2: Environment Preparation

Lecture 4 Installing the Web Server (IIS)

Lecture 5 Creating Shared Folders

Lecture 6 Disabling the Windows Firewall

Lecture 7 Turning off the User Access Control settings

Lecture 8 Turning off Data Execution Prevention (DEP) for other applicatictions

Lecture 9 Defining user account as Local Administrator

Section 3: Software Installation

Lecture 10 Installing Microsoft SQL Server 2012 Express

Lecture 11 Installing Sage 300 ERP 2014

Section 4: Database Creation and Setup

Lecture 12 Creating databases in Microsoft SQL Server 2012

Lecture 13 Setting up databases in Sage 300 ERP Database Setup

Section 5: Company Setup and Configuration

Lecture 14 Activating Administrative (A/S) and Common Services (C/S)

Lecture 15 Get comfortable with Sage 300 ERP

Section 6: General Ledger (G/L) Setup

Lecture 16 Setting up G/L Options

Lecture 17 Setting up G/L Segment Codes

Lecture 18 Setting up G/L Account Structures

Lecture 19 Creating G/L Accounts

Section 7: Tax Services (T/X) Setup

Lecture 20 Setting up Tax Authorities

Lecture 21 Setting up Tax Classes

Lecture 22 Setting up Tax Rates

Lecture 23 Setting up Tax Groups

Section 8: Bank Services (B/K) Setup

Lecture 24 Setting up B/K Options

Lecture 25 Creating B/K Bank Accounts

Section 9: Accounts Payable (A/P) Setup

Lecture 26 Setting up A/P Options

Lecture 27 Setting up A/P Accounts Sets

Lecture 28 Setting up A/P Terms

Lecture 29 Creating A/P Vendor Groups

Section 10: Accounts Receivable (A/R) Setup

Lecture 30 Setting up A/R Options

Lecture 31 Setting up A/R Account Sets

Lecture 32 Setting up A/R Billing Cycles

Lecture 33 Setting up A/R Interest Profiles

Lecture 34 Setting up A/R Terms

Lecture 35 Creating A/R Customer Groups

Section 11: Inventory Control (I/C) Setup

Lecture 36 Setting up I/C Options

Lecture 37 Setting up I/C Item Structures

Lecture 38 Setting up I/C Segment Codes

Lecture 39 Setting up I/C Locations

Lecture 40 Setting up I/C Categories

Lecture 41 Setting up I/C Account Sets

Lecture 42 Setting up I/C Price List Codes

Lecture 43 Setting up I/C Units of Measure

Section 12: Order Entry (O/E) Setup

Lecture 44 Setting up O/E Options

Lecture 45 Setting up O/E Templates

Lecture 46 Setting up O/E Miscellaneous Charges

Lecture 47 Setting up O/E G/L Integration

Section 13: Purchase Orders (P/O) Setup

Lecture 48 Setting up P/O Options

Lecture 49 Setting up P/O Templates

Lecture 50 Setting up P/O Additional Costs

Lecture 51 Setting up P/O G/L Integration

Section 14: Administrative Services Setup

Lecture 52 Setting up Application and Advanced Security

Lecture 53 Managing User Accounts

Lecture 54 Creating Security Groups

Lecture 55 Assigning User Authorizations

Section 15: Sage 300 ERP Administration

Lecture 56 Maintaining (C/S) Company Profile

Lecture 57 Maintaining (C/S) Fiscal Calendar

Lecture 58 Maintaining (C/S) Currencies

Lecture 59 Checking (A/S) Data Integrity

Lecture 60 Backing up Data (A/S DBDump)

Lecture 61 Restoring Data Part 1 (A/S DBLoad)

Lecture 62 Restoring Data Part 2 (A/S DBLoad)

Section 16: Course wrap-up

Lecture 63 Course Summary

This course is meant for newbies to Sage 300 ERP implementation, without prior experience with the product,Semi-experienced consultants or administrators that are looking forward to learn efficient ways of implementing Sage 300 ERP projects ,ERP consultants that are looking forward to adding Sage 300 ERP to their portfolio of Enterprise Resource Planning (ERP),ERP enthusiasts that want to know how Sage 300 ERP is setup and configured,College graduates who intend to follow an ERP consultancy career,This course is probably not for you if you're already a seasoned Sage 300 ERP consultant