Sage 300 ERP: Installation and Setup Guide for Beginners

Install the Internet Information Services (IIS) components required for running the Sage 300 ERP Portal. This video lecture walks you through the process of installing the Web Server (IIS).

This video lecture walks you through the process of creating shared folders and setting the appropriate permissions for file sharing.

Learn how to disable the Windows Firewall to prevent accidental denial of access to the Windows Registry and System folders by Windows when installing Sage 300 ERP.

Turn down the User Access Control (UAC) settings to stop notifications about system modifications when setting up software on the Windows machine.

Optionally turn off Data Execution Prevention (DEP) for other programs and services except for Windows programs and services.

Set your user account as an Administrator in order to have full access to the Windows machine when installing and setting up Sage 300 ERP.

Learn the best practices while installing Microsoft SQL Server to use as the database backend for Sage 300 ERP version 2014.

Install Sage 300 ERP version 2014 on the prepared Windows 7 environment.

Create databases in the SQL Management Studio and apply the recommended settings/parameters.

Use the Sage 300 ERP Database Setup utility to create database connections for your Sage 300 ERP sample company, called Computer Accessories Limited.

Open your new sample company for the first time and activate the system settings and company applications/modules. Create your fiscal tables by specifying the required Oldest Fiscal Year Start Date and the Current Fiscal Year values.

This lecture gives you the familiarization tour before we start the setup tasks for all modules activated for your company. Learn how to create a Desktop shortcut, login to your company, use online help etc.

Configure the parameter options for the General Ledger. Here, you'll learn how to define the behavior of the General Ledger module with respect to the rest of the ERP within your sample company.

Setup the Segment Codes for use when creating the chart of accounts in the General Ledger. These segments will be appended to the main account to form a complete account number. Separators my be used to distinguish the different segments used in an account.

Setup the Account Structures that would define the make-up of account numbers. Account Structures will specify how many segments an account number should have and in what order.

Learn how to create accounts in the General Ledger one account at a time using the Accounts screen and all accounts at once using the Import function that reads an Excel template with the account profiles.

Setup a Tax Authority or a Revenue Service for purposes of tax tracking in the sample company. Indicate the account number(s) for the tax payable and/or tax recoverable accounts.

Setup the Tax Classes to indicate the type of tax charge for the purchases and sales transactions.

Setup Tax Rates to indicate the tax percentages chargeable on the purchases and sales transactions.

Setup a Tax Group to group together related tax authorities that should be used in tax calculation on purchases and sales transactions.

Configure the parameter options for the Bank Services. Here, you'll learn how to define the behavior of the Bank Services module with respect to the rest of the ERP within your sample company.

Learn how to create Banks for use when processing receipts and payments in the Sage 300 ERP.

Configure the parameter options for the Accounts Payable. Here, you'll learn how to define the behavior of the Accounts Payable module with respect to the rest of the ERP within your sample company.

Setup Accounts Sets that should group account numbers to be used as contra-accounts when processing Accounts Payable transactions.

Setup Payment Terms that your vendors have extended to you. Payment Terms will determine the due dates of payable documents and the amounts to be paid.

Create Vendor Groups to classify or categorize your vendors for easy processing and reporting.

Configure the parameter options for the Accounts Receivable. Here, you'll learn how to define the behavior of the Accounts Receivable module with respect to the rest of the ERP within your sample company.

Setup Accounts Sets that should group account numbers to be used as contra-accounts when processing Accounts Receivable transactions.

Setup Billing Cycles to indicate how often customer bills are generated and include remit-to information that prints on customer invoices and/or statements.

Setup Interest Profiles to calculate interest on overdue accounts that will be billed separately as Interest Invoices.

Setup Payment Terms that you have extended to your customers. Payment Terms will determine the due dates of payable documents and the amounts to be paid.

Create Customer Groups to classify or categorize your customers for easy processing and reporting.