Sage MAS 90 and 200 Refreshers™ are training classes specifically designed for existing users of Sage MAS 90 and 200. We focus on real life issues facing Sage MAS 90 and 200 users on a daily, monthly, and annual basis.
Each Refresher™ is designed to pack as much information as possible within a half-day with our objective being to "fill in the gaps" of your Sage MAS 90 and 200 knowledge within as efficient a time frame as possible. We intentionally keep our classes small (no more than four students to a class) in order to meet this objective.
General Ledger
GL1 - General Ledger I - Setup and Daily Processing
In this half day course, we review all general ledger setup options, including setup screens, account break maintenance, and division setup. In addition, we review all main and budget menu functions, including account maintenance, general journal entry, recurring journal entry, transaction journal entry, and budget maintenance.
GL2 - General Ledger II - Reporting, Exchange, and Period End Processing
In this half day course, we review standard general ledger reporting (all reports on the GL Reports Menu), general ledger exchange functions for importing and exporting of data, and period end processing for the General Ledger Module. This includes the use of allocation maintenance for monthly allocation generation. This course does not include General Ledger Custom Reporting (see GL3).
GL3 - General Ledger III - Custom Reporting
In this half day course, we present general ledger custom report generation, maintenance, and printing functions. All functions from the General Ledger Custom menu will be reviewed.
Accounts Payable
AP1 - Accounts Payable I - Setup and Daily Processing
In this half day course, we review all accounts payable setup options, including setup screens and related maintenance functions - division, bank code, terms code, sales tax account, vendor/customer link, etc. In addition, we review all main menu functions, including vendor maintenance, invoice entry, repetitive invoice entry, manual check entry, and all updating. Finally, we cover the check printing process from invoice payment selection through the printing of checks and check register updating. This course does not include Check Form modification (see AP2).
AP2 - Accounts Payable II - Forms, Reporting, and Period End Processing
In this half day course, we review creation and customization of standard accounts payable forms, including checks and vendor mailing labels. In addition, we review all standard accounts payable reporting (all reports on the AP Reports Menu) and period end processing for the Accounts Payable Module.
Accounts Receivable
AR1 - Accounts Receivable I - Setup and Daily Processing
In this half day course, we review all accounts receivable setup options, including setup screens and related maintenance functions - division, bank code, terms code, sales tax account, salesperson code, etc. In addition, we review all main menu functions, including customer maintenance, invoice entry, cash receipts entry, and sales journal updating. This course does not include Invoice Form modification (see AR2).
AR2 - Accounts Receivable II - Forms, Reporting, and Period End Processing
In this half day course, we review creation and customization of standard accounts receivable forms, including invoices and customer mailing labels. In addition, we review all standard accounts receivable reporting (all reports on the AR Reports Menu) and period end processing for the Accounts Receivable Module.
Sales Order Processing
SO1 - Sales Order I - Setup and Daily Processing
In this half day course, we review all sales order setup options, including setup screens and related maintenance functions - miscellaneous charge code, shipping rate, and customer last purchase history. In addition, we review all main menu functions, including sales order entry, invoice data entry, various form printing, and all related updating. This course does not include Sales Order, Picking Sheet, Invoice, or Label Form modification (See SO2).
SO2 - Sales Order II - Forms, Reporting, and Period End Processing
In this half day course, we review creation and customization of standard sales order forms, including sales orders, picking sheets, shipping labels, invoices, and cod labels. In addition, we review all standard sales order reporting (all reports on the SO Reports Menu) and period end processing for the Sales Order Module.
Purchase Order Processing
PO1 - Purchase Order I - Setup and Daily Processing
In this half day course, we review all purchase order setup options, including setup screens and related maintenance functions - miscellaneous charge code, ship to address, and vendor price level. In addition, we review all main menu functions, including purchase order entry, receipt of goods entry, receipt of invoice entry, various form printing, and all related updating. Finally, we also cover the return of goods process and all related functions on the Material Requirements/Return Menu. This course does not include Purchase Order Form modification (see PO2).
PO2 - Purchase Order II - Forms, Reporting, and Period End Processing
In this half day course, we review creation and customization of standard purchase order forms, including purchase orders and return orders. In addition, we review all standard purchase order reporting (all reports on the PO Reports Menu) and period end processing for the Purchase Order Module.
Inventory Management
IM1 - Inventory I - Setup and Daily Processing
In this half day course, we review all inventory setup options, including setup screens and related maintenance functions - price codes, unit of measure, product line, warehouse, etc. In addition, we review all main menu functions, including item maintenance, transaction entry, automatic cost/price changes, sales promotion maintenance, and all related updating. Finally, we also cover the use of Kits in Kit Maintenance. This course does not include functions related to Physical Count Entry (see IM2).
IM2 - Inventory II - Forms, Reporting, Physical Counts, and Period End Processing
In this half day course, we review creation and customization of standard inventory forms, including item label printing. In addition, we review all standard inventory reporting (all reports on the IM Reports Menu) and period end processing for the Inventory Module. This also includes coverage of physical count procedures and all functions on the Physical Count Menu.
Payroll
PR1 - Payroll I - Setup and Daily Processing
In this half day course, we review all payroll setup options, including setup screens and related maintenance functions - bank code, earnings code, deduction code, department, tax table, labor code, workers compensation, and labor code. In addition, we review all main menu functions, including employee maintenance, payroll data entry, payroll tax calculation, related registers, check printing, and all related updating. This course does not include Payroll Form modification (see PR2).
PR2 - Payroll II - Forms, Reporting, and Period End Processing
In this half day course, we review creation and customization of standard payroll forms, including checks and employee mailing labels. In addition, we review all standard purchase order reporting (all reports on the PR Reports Menu) and period end processing for the Payroll Module. This also includes a brief review of direct deposit functions (requires third party add-on).
Report Master
RM1 - Report Master I - Basic Report Creation and Printing
In this half day course, we review creation of basic reports using the Report Master Module. This includes all aspects of report master maintenance, including configuration, selection of data items, selection of sort criteria, creation of selection criteria, development of custom headers, etc. In addition, we review report master printing, data dictionary concepts and listings, report master export, and report master import. This course does not include advanced report master concepts such as file linking, run time fields, or conditional expressions.
RM2 - Report Master II - Advanced Report Creation and Printing
In this half day course, we build on concepts covered in RM1 and review the creation of advanced reports and the use of advanced concepts in the Report Master Module. Advanced concepts include file linking, run time fields, conditional expressions, printing to files in various formats, etc. The RM1 course or related practical experience is a requirement for this course
Bill of Materials
BM1 - Bill of Materials I - Setup, Daily Processing and Reporting
In this half day course, we review all bill of materials setup options, including setup screens and related maintenance functions - miscellaneous charge code maintenance, etc. In addition, we review all main menu functions, including bill of materials maintenance, production entry, disassembly entry, and all related inquiries, registers, and updating. Finally, we also review all standard bill of materials reporting (all reports on the BM Reports Menu).
Special Classes
PE1 - Period End Processing - Period and Year End Processing for GL, AP, AR, IM, SO, and PO
In this half day course, we review period end processing procedures in the Sage MAS 90 Core and Distribution Modules - General Ledger Accounts Payable, Accounts Receivable, Inventory, Sales Order, and Purchase Order. We review why it’s important to close modules in a timely fashion, what “closing” the modules actually does, and each step in the process along the way. We also review various month end reports, 1099 printing, the difference between month end closing and year end closing, purging data in various modules, and the setup options in each module that impact the closing process.
CR1 - Crystal Reports I - Using Crystal Reports to Create and Modify Forms
In this half day course, we review the use of Crystal Reports to customize basic forms in various Sage MAS 90 and 200 modules. We provide detailed instruction in the customization of accounts receivable invoices and statements, accounts payable checks, sales orders, invoices, picking sheets, purchase orders, and mailing labels. This is a great introductory course for users new to Crystal Reports, and of course a nice refresher for experienced Crystal users who want more details about Sage MAS 90 and 200 forms. We review form design considerations, headers, footer, report detail, different report views, and related Sage MAS 90 and 200 data file issues.
CR2 - Crystal Reports II - Using Crystal Reports for Basic Report Creation and Printing
In this half day course, we review the use of Crystal Reports to create and customize basic reports in various Sage MAS 90 and 200 modules. We provide detailed instruction in the creation of custom reports from all Sage MAS 90 and 200 modules and in the customization of existing reports contained on the "Custom" Menu in each module. This is a great introductory course for users new to Crystal Reports, and of course a nice refresher for experienced Crystal users who want more details about Sage MAS 90 and 200 forms. We review report design considerations, headers, footers, report detail, different report views, and related Sage MAS 90 and 200 data file issues.
Custom Refreshers
Many times our clients require training special, customized aspects of Sage MAS 90 and 200. We are pleased to present Custom Refreshers for just this purpose. In the past, we have created special classes for clients in the areas of 1099 Processing, W2 Processing, Purchase Order/Inventory Integration, Period End Processing for All Modules, Sage MAS 90 and 200 Technical Concepts, etc. Please feel free to contact our Sage MAS 90 and 200 Refresher™ Training coordinator with any requests for Custom Refreshers.