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
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  • Lectures 63
  • Contents Video: 4.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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About This Course

Published 1/2015 English

Course 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.

What are the 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

What am I going to get from this course?

  • 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

What is the target audience?

  • 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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
05:36

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, Alex Banaga, who boasts of over 8 years experience in Sage 300 ERP project implementations and over 10 years in the IT industry.

The key areas covered by the course are as follows:

  • Environment preparation
  • Software 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

You only need a newly installed Windows 7 machine (physical or virtual), an internet connection for software downloads and the enthusiasm to learn and participate in the tasks.

08:39

Sage 300 ERP is a Windows based range of ERP software, available with a variety of database backends. This software can run under a Windows environment and has an option of being hosted by Sage. This ERP caters to small and medium sized business in different industry sectors.

05:12

Your Windows 7 machine need to have a minimum of 4 GB RAM and a hard disk size of about 30 GB to install and setup Sage 300 ERP. These may vary depending on various factors, but for optimum performance, the minimum values will be adequate. Refer to the included Sage 300 ERP 2014 Compatibility Guide under Resources.

Download the required Sage 300 ERP Student Edition 2014 DVD from the provided URL.

Section 2: Environment Preparation
01:52

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).

03:41

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

02:32

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.

02:45

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

01:41

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

01:36

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.

2 questions

How much have you understood about preparing the environment before installing the software?

Section 3: Software Installation
07:16

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

06:17

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

3 questions

How much have you understood about installing software?

Section 4: Database Creation and Setup
04:53

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

03:52

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

1 question

How much have you understood about creating and setting up databases?

Section 5: Company Setup and Configuration
07:07

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.

09:56

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.

2 questions

How much have you understood about setting up and configuring a new company?

Section 6: General Ledger (G/L) Setup
09:31

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.

03:01

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.

02:35

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.

07:00

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.

1 question

How much have you understood about setting up the General Ledger?

Section 7: Tax Services (T/X) Setup
03:45

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.

02:31

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

02:12

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

02:13

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

2 questions

How much have you understood about setting up Tax Services?

Section 8: Bank Services (B/K) Setup
03:02

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.

07:45

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

2 questions

How much have you understood about setting up Bank Services?

Section 9: Accounts Payable (A/P) Setup
05:19

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.

02:32

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

02:10

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.

02:54

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

2 questions

How much have you understood about setting up Accounts Payables?

Section 10: Accounts Receivable (A/R) Setup
07:04

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.

02:47

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

02:14

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

02:35

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

02:04

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.

03:35

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

1 question

How much have you understood about setting up Accounts Receivable?

Section 11: Inventory Control (I/C) Setup
06:35

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

02:12

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

03:00

Setup the Segment Codes for use when creating the items in the Inventory Control. These segments will be selected when creating complete item numbers. Separators my be used to distinguish the different segments used in an item number.

04:02

Setup Item Locations or warehouses that can either be physical or logical in nature. Stock takes will be performed to determine the stock holding per each location where stock items are allowed.

06:46

Setup Categories to classify stock items that share similar characteristics and specify the Sales, Cost of Sales and Returns/Damages accounts for posting stock transactions.

03:03

Setup Accounts Sets that should group account numbers to be used as contra-accounts when processing Order Entry, Inventory Control and Purchase Orders transactions.

03:16

Setup Price List Codes to use in setting up selling prices for items in Inventory Control. Define the applicable currency, decimals and discounts for each price list code.

02:24

Setup Units of Measure to use when creating stock items in Inventory Control. You would be able to use the predefined units of measure if the Use Defined UOM checkbox is selected under the I/C Options window.

2 questions

How much have you understood about setting up Inventory Control?

Section 12: Order Entry (O/E) Setup
04:05

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

03:24

Setup Templates to aid fast and efficient transaction processing in the Order Entry. Define default information in the template that may or may not be changed when transactions are created from them.

02:01

Setup Miscellaneous Charges that may be related to sales of stock items but are not themselves defined as items in Inventory Control.

01:38

Setup G/L Integration options to define how the Order Entry communicates with the General Ledger in terms of transferring journals of Order Entry transactions.

2 questions

How much have you understood about setting up Order Entry?

Section 13: Purchase Orders (P/O) Setup
03:51

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

02:08

Setup Templates to aid fast and efficient transaction processing in the Purchase Orders. Define default information in the template that may or may not be changed when transactions are created from them.

02:27

Setup Additional Costs that may be related to purchases of stock items but are not themselves defined as items in Inventory Control.

02:39

Setup G/L Integration options to define how the Purchase Orders communicates with the General Ledger in terms of transferring journals of Purchase Orders transactions.

1 question

How much have you understood about setting up Purchase Orders?

Section 14: Administrative Services Setup
05:38

Learn how to enable application security and activate advanced security for the Sage 300 ERP. Define the advanced security parameters and test system behavior with advanced security applied.

03:38

Learn how to manage User Accounts in Sage 300 ERP; such as creating, editing and deleting user accounts. Create a user account and set different parameters for it.

04:31

Create Security Groups and define the permissions/access rights to different applications by the members of each group.

03:25

Marry users to security groups for the different applications they need to access. A user can only belong to a single group per each application.

2 questions

How much have you understood about setting up Administrative Services?

Section 15: Sage 300 ERP Administration
02:17

Learn how to maintain the Company Profile to keep the company details up-to-date. Appreciate the meaning of the various parameter options on the Company Profile window and how they affect the general behavior of that particular company.

02:59

Learn how to maintain the Fiscal Calendar and perform such tasks as creating a new fiscal year, locking and unlocking periods for processing in different applications etc.

06:24

Learn how to maintain Currencies by performing tasks such as creating new currencies, and understanding and capturing exchange rates between currencies to enable automatic currency conversions in the ERP.

03:54

Learn how to Check Data Integrity in the Sage 300 ERP company and fix any errors that may be reported.

04:31

Learn how to Backup Data of your company and save the backup sets on different backup media. Backup to a directory on your Local Disk before copying to a safe location for safe keeping.

08:16

Learn how to create a company on a new machine (server or standalone) in SQL Management Studio and then Sage 300 ERP Database Setup. Assign different colors to your companies to visually assist logins and transaction processing in the correct companies.

06:17

Learn how to Restore Data into an existing company in Sage 300 ERP. Restore backup sets for the Sample Companies stored on the downloaded DVD.

2 questions

How much have you understood about setting up Administrative Services?

Section 16: Course wrap-up
05:07

Here's the summary of what we've covered in this course:

  • We've learnt how to prepare the Windows 7 machine to promote a smooth installation of all software.
  • We've also learned how to download and install the SQL Server 2012 Express as well as the Sage 300 ERP software.
  • We've learnt how to create and setup databases in SQL Management Studio and Sage 300 ERP Database Setup
  • We've also setup and configured a company called Computer Accessories Limited. Each module or application was visited and configured individually.
  • We've also learnt how to perform Administrative tasks such as creating user accounts and performing data backups.

The company we've created and configured is now ready for transaction processing and it shall be used in the upcoming course entitled; Sage 300 ERP: Take-on and transaction processing guide for beginners.

Thank you for taking this course.

P/S: Please checkout the backup (in DBDump format) of Computer Accessories Limited in the Resources section.

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Instructor Biography

GotCertified Training, "hands on training"

GotCertified Training is a training institution committed to providing practical, hands on training on technology, entertainment, business and office productivity courses. We believe skills are effectively transferred from one individual to another via experiential learning where the learner is shown how to do a task, then they reflect on what they have seen, then they experiment on their own and eventually they are assessed for comprehension.

GotCertified Training boasts trainers of diverse expertise ranging from arts and leisure to sports (and everything in between) and experience from a couple of months to over 10 years. Some of our trainers are teachers by profession working in colleges, others are journalists working for various media houses, others are developers and programmers of computer applications while the remainder are consultants in business and information technology.

We have capable trainers who will not compromise on getting you skilled in your area of interest.

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