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Sage 300 ERP: Installation and Setup Guide for Beginners

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A complete guide to installing and setting up Sage 300 ERP from scratch for new Sage ERP consultants and administrators


1 - Introduction
  • 1 - Welcome
  • 2 - 2-Enterprise-Resource-Planning.pdf
  • 2 - 2-What-Is-Sage-300-ERP.pdf
  • 2 - What is Sage 300 ERP
  • 3 - 3-Sage-300-ERP-2014-Compatibility-Guide.pdf
  • 3 - Before we begin

  • 2 - Environment Preparation
  • 1 - Environment Preparation Quiz.html
  • 4 - Installing the Web Server IIS
  • 5 - Creating Shared Folders
  • 6 - Disabling the Windows Firewall
  • 7 - Turning off the User Access Control settings
  • 8 - Turning off Data Execution Prevention DEP for other applicatictions
  • 9 - Defining user account as Local Administrator

  • 3 - Software Installation
  • 2 - Software Installation Quiz.html
  • 10 - Installing Microsoft SQL Server 2012 Express
  • 11 - Installing Sage 300 ERP 2014

  • 4 - Database Creation and Setup
  • 3 - Database Creation and Setup Quiz.html
  • 12 - Creating databases in Microsoft SQL Server 2012
  • 13 - Setting up databases in Sage 300 ERP Database Setup

  • 5 - Company Setup and Configuration
  • 4 - Company Setup and Configuration Quiz.html
  • 14 - Activating Administrative AS and Common Services CS
  • 15 - Get comfortable with Sage 300 ERP

  • 6 - General Ledger GL Setup
  • 5 - General Ledger Setup Quiz.html
  • 16 - Setting up GL Options
  • 17 - Setting up GL Segment Codes
  • 18 - Setting up GL Account Structures
  • 19 - Creating GL Accounts
  • 19 - GL-Accounts.xls

  • 7 - Tax Services TX Setup
  • 6 - Tax Services Setup Quiz.html
  • 20 - Setting up Tax Authorities
  • 21 - Setting up Tax Classes
  • 22 - Setting up Tax Rates
  • 23 - Setting up Tax Groups

  • 8 - Bank Services BK Setup
  • 7 - Bank Services Setup Quiz.html
  • 24 - Setting up BK Options
  • 25 - Creating BK Bank Accounts

  • 9 - Accounts Payable AP Setup
  • 8 - Accounts Payable Setup Quiz.html
  • 26 - Setting up AP Options
  • 27 - Setting up AP Accounts Sets
  • 28 - Setting up AP Terms
  • 29 - Creating AP Vendor Groups

  • 10 - Accounts Receivable AR Setup
  • 9 - Accounts Receivable Setup Quiz.html
  • 30 - Setting up AR Options
  • 31 - Setting up AR Account Sets
  • 32 - Setting up AR Billing Cycles
  • 33 - Setting up AR Interest Profiles
  • 34 - Setting up AR Terms
  • 35 - Creating AR Customer Groups

  • 11 - Inventory Control IC Setup
  • 10 - Inventory Control Setup Quiz.html
  • 36 - Setting up IC Options
  • 37 - Setting up IC Item Structures
  • 38 - Setting up IC Segment Codes
  • 39 - Setting up IC Locations
  • 40 - Setting up IC Categories
  • 41 - Setting up IC Account Sets
  • 42 - Setting up IC Price List Codes
  • 43 - Setting up IC Units of Measure

  • 12 - Order Entry OE Setup
  • 11 - Order Entry Setup Quiz.html
  • 44 - Setting up OE Options
  • 45 - Setting up OE Templates
  • 46 - Setting up OE Miscellaneous Charges
  • 47 - Setting up OE GL Integration

  • 13 - Purchase Orders PO Setup
  • 12 - Purchase Orders Setup Quiz.html
  • 48 - Setting up PO Options
  • 49 - Setting up PO Templates
  • 50 - Setting up PO Additional Costs
  • 51 - Setting up PO GL Integration

  • 14 - Administrative Services Setup
  • 13 - Administrative Services Setup Quiz.html
  • 52 - Setting up Application and Advanced Security
  • 53 - Managing User Accounts
  • 54 - Creating Security Groups
  • 55 - Assigning User Authorizations

  • 15 - Sage 300 ERP Administration
  • 14 - Sage 300 ERP Administration Quiz.html
  • 56 - Maintaining CS Company Profile
  • 57 - Maintaining CS Fiscal Calendar
  • 58 - Maintaining CS Currencies
  • 59 - Checking AS Data Integrity
  • 60 - Backing up Data AS DBDump
  • 61 - Restoring Data Part 1 AS DBLoad
  • 62 - Restoring Data Part 2 AS DBLoad

  • 16 - Course wrapup
  • 63 - Backup.rar
  • 63 - Course Summary
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    تاریخ انتشار: 22 دی 1401
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