Sage 300 ERP: Installation and Setup Guide for Beginners
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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
4.6 (5 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
118 students enrolled
Last updated 1/2015
English
Current price: $10 Original price: $30 Discount: 67% off
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Includes:
  • 4.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I 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
View Curriculum
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.

Who 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
Students Who Viewed This Course Also Viewed
Curriculum For This Course
Expand All 63 Lectures Collapse All 63 Lectures 04:20:12
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Introduction
3 Lectures 19:27

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.

Preview 05:36

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.

Preview 08:39

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.

Before we begin
05:12
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Environment Preparation
6 Lectures 14:07

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).

Installing the Web Server (IIS)
01:52

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

Creating Shared Folders
03:41

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.

Disabling the Windows Firewall
02:32

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

Turning off the User Access Control settings
02:45

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

Turning off Data Execution Prevention (DEP) for other applicatictions
01:41

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.

Defining user account as Local Administrator
01:36

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

Environment Preparation Quiz
2 questions
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Software Installation
2 Lectures 13:33

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

Installing Microsoft SQL Server 2012 Express
07:16

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

Installing Sage 300 ERP 2014
06:17

How much have you understood about installing software?

Software Installation Quiz
3 questions
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Database Creation and Setup
2 Lectures 08:45

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

Creating databases in Microsoft SQL Server 2012
04:53

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

Setting up databases in Sage 300 ERP Database Setup
03:52

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

Database Creation and Setup Quiz
1 question
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Company Setup and Configuration
2 Lectures 17:03

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.

Activating Administrative (A/S) and Common Services (C/S)
07:07

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.

Get comfortable with Sage 300 ERP
09:56

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

Company Setup and Configuration Quiz
2 questions
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General Ledger (G/L) Setup
4 Lectures 22:07

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.

Setting up G/L Options
09:31

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.

Setting up G/L Segment Codes
03:01

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.

Setting up G/L Account Structures
02:35

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.

Creating G/L Accounts
07:00

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

General Ledger Setup Quiz
1 question
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Tax Services (T/X) Setup
4 Lectures 10:41

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.

Setting up Tax Authorities
03:45

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

Setting up Tax Classes
02:31

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

Setting up Tax Rates
02:12

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

Setting up Tax Groups
02:13

How much have you understood about setting up Tax Services?

Tax Services Setup Quiz
2 questions
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Bank Services (B/K) Setup
2 Lectures 10:47

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.

Setting up B/K Options
03:02

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

Creating B/K Bank Accounts
07:45

How much have you understood about setting up Bank Services?

Bank Services Setup Quiz
2 questions
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Accounts Payable (A/P) Setup
4 Lectures 12:55

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.

Setting up A/P Options
05:19

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

Setting up A/P Accounts Sets
02:32

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.

Setting up A/P Terms
02:10

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

Creating A/P Vendor Groups
02:54

How much have you understood about setting up Accounts Payables?

Accounts Payable Setup Quiz
2 questions
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Accounts Receivable (A/R) Setup
6 Lectures 20:19

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.

Setting up A/R Options
07:04

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

Setting up A/R Account Sets
02:47

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

Setting up A/R Billing Cycles
02:14

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

Setting up A/R Interest Profiles
02:35

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.

Setting up A/R Terms
02:04

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

Creating A/R Customer Groups
03:35

How much have you understood about setting up Accounts Receivable?

Accounts Receivable Setup Quiz
1 question
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About the Instructor
GotCertified Training
4.6 Average rating
5 Reviews
118 Students
1 Course
"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 that skills are better transferred from one individual to another through experiential learning where the learner is shown how to do a task, then allowed to reflect on what they've just been shown, and given a chance to experiment on their own before being assessed for comprehension.

GotCertified Training boasts trainers of diverse expertise ranging from arts to business (and everything in between). The trainers have vast experience in their different areas of expertise with senior trainers having over 15 years under their belts. Some of our trainers are teachers by profession training students in schools and colleges, while others are journalists working for various media houses, and yet some are developers and programmers of computer applications with the rest being consultants in business and information technology.

We have highly qualified and serious trainers who will not compromise on getting you skilled in your area of interest.