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SAGE 200 TRAINING

Our Sage 200 training services allows a Sage expert to train on any topics of the software.

​You can use their expertise as you wish in a customised & bespoke manner allowing you to choose what training you receive. With a team of Sage 200 accredited experts, we are experienced in providing training to all skill abilities. Our team deliver the training in a non-technical language, and in helping you make the most out of your software.

 

Why MSA?

 

MSA have worked with financial and commercial software every day so we have many years of experience and have a focused staff that deliver high quality, effective tailored made training. We’ve broke down our courses into ease, familiar language.

Our trainers, tutors and designers continually review and revise course content so it’s up to date with the latest developments.

The results are simple; better performance, better productivity. It really makes the difference between working adequately and working effectively.

FINANCIALS
Nominal Ledger

  • Nominal Ledger Setup

  • Enquiries

  • Transactions

  • Period End Routines

Sales Ledger

  • Account Details

  • Enquiries

  • Transactions

  • Period End Routines

  • Reports

Purchase Ledger

  • Account Details

  • Enquiries

  • Transactions

  • Adjust Transactions

  • Period End Routines

  • Reports

Cash Book

  • Account Details

  • Standing Orders

  • Direct Debits

  • Enquiries

  • Transactions

  • Period End Routines

  • Reports

COMMERCIALS
Sales Order Processing

  • Set Up & Settings

  • Maintenance

  • Processing Sales Orders

  • Repeat Order Templates

  • Allocating Stock

  • Dispatching Goods

  • Quotations & Invoicing

  • Reports

  • Advanced Maintenance

Stock Control

  • Set Up & Settings

  • Maintenance

  • Creating New Stock Items

  • Stock Item Locations

  • Stock Item Suppliers

  • Opening Balances

  • Importing Opening Balances

  • Stock Item Balances

  • Stock Item Details & History

  • Monthly Trading Figures

  • Reports

Purchase Order Processing

  • Set Up & Settings

  • Maintenance

  • Processing Purchase Orders

  • Automatically Generating Orders

  • Authorising Orders

  • Goods Received

  • Amending Goods Received

  • Processing Purchase Invoices

  • Disputed Invoices

  • Reports

  • Advanced Maintenance

Price Book

  • Account Details

  • Enquiries

  • Transactions

  • Period End Routines

  • Reports

WORKSPACES AND BUSINESS INTELLIGENCE
Workspaces

  • What is a workspace and why use them?

  • Using workspaces

  • Performing common tasks

  • The ‘Default’ Workspaces

  • Creating new workspaces

Business Intelligence

  • Getting started with BI

  • Using workspaces

  • Performing common tasks

  • The ‘Default’ Workspaces

  • Creating new workspaces

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  • Setting Up

  • Processing Data

  • System Manager Lists

  • System Utilities

  • Registers

  • Plan/Set Up a BOM

  • Control/Cost a BOM

  • Stock Details

  • Trial Kitting

  • Maximum Build Quantity

  • BOM Component Details

  • BOM Reports

  • Processing Estimates

MANUFACTURING
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  • Creating a Sales Order

  • Managing Estimates

  • Releasing All Stages

  • Run Mail Merge

  • Creating Demands

  • Master Production Schedule

  • Material Requirements

  • Make to Stock Item/Reports

  • Entering Repeating Items

  • Sales Forecasts

  • Reading Demands

  • MPS & Sales Orders

  • Time Phased Demand

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  • Preparing MPS Reports

  • Settings & Running MRP

  • Managing Recommendations

  • Stock Projection

  • Tags/Exceptions/Demand

  • Using Graphical Planner

  • Managing Works Orders

  • Batch Works Order

  • Printing Labels

  • Amending Picking Lists

  • Updating Non-stock Deliveries

  • Managing Stock

  • Scrapping & Substitution

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  • Posting Times and Costs

  • Postings for Non-stock/Other

  • Expenses

  • Converting Works Order into a BOM

  • Works Orders Reports

  • Completed Works Order

  • (One-off Works Orders Only)

  • Deleting Works Orders

  • Using Operation Times

  • Monitoring Activity

PROJECT ACCOUNTING
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  • Planning and Preparation

  • Project coding method & Project Structure

  • Define project levels & grouping levels

  • Project item types and groups

  • Working with Project Templates

  • Overhead Absorption & Budgeting

  • Committed Costs & Billing Projects

  • Integration with Sage 200

  • Reports Setup

  • Creating Project Records & Structures

  • Purchase Invoices and Credits

  • Nominal Payments and Receipts

  • Project Cost and Revenue Adjustments

  • Project Accruals

  • Project Opening Balances

  • Processing timesheets

  • Processing expense claims

  • Setting Up Billing

  • Processing Bills

  • Printed & Draft Bills

  • Managing Billing Transactions

  • Project Statu

  • Profitability Analysis Enquiry

  • Profitability Breakdown Enquiry

  • Profitability Transactions Enquiry

  • Cost Analysis Enquiry

  • Revenue Analysis Enquiry

  • Cost Transactions Enquiry

  • Revenue Transactions Enquiry

  • Billing Analysis Enquiry

  • Billing Summary Enquiry

  • Nominal Transactions Enquiry

  • Project Enquiry Criteria

REPORT DESIGNER
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  • Introduction to Sage 200 Report Designer

  • Sage 200 Reporting Layer

  • Insert calculations

  • Present information

  • Format reports

  • Add sorts & groups

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  • Add filters

  • Creating report expressions

  • Grouping and totalling data on reports

  • Applying sorts, filters and subtotals

  • Apply conditional formatting

  • Amend existing layouts

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  • Using the report wizard

  • Adding date & transaction number ranges

  • Applying conditional formatting to reports

  • Creating data sources

  • Creating joins using the Joins Editor

  • Creating New Criteria

  • Creating Sub Reports

  • Creating Drill down reports

  • Converting reports from old reports

SAGE 200

© 2017 MSA Systems Ltd. AJP

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