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.
EachRefresher™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.
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.
Class Schedule
Date
Time
Section
10/2/07
9am-1pm
AR1 - Accounts Receivable I
- Setup and Daily Processing
10/3/07
9am-1pm
AP1 - Accounts Payable I
- Setup and Daily Processing
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