Accounts Payable*
Subjects covered in the Accounts Payable Class - include set-up, vendor maintenance, invoice data entry, invoice payment selection, check printing, and reporting options. Set-up topics include, division maintenance, terms code maintenance, bank code maintenance, and general information related to maintaining invoice and payment history. Highlighted in the daily processing functions are vendor maintenance, vendor inquiry, recording new invoices, the check printing cycle, manual check processing, and the proper way to do a check reversal. This class covers how dates are used in Sage MAS 90 • Sage MAS 200 software and basic navigation options.
Accounts Receivable*
The Accounts Receivable (A/R) class addresses startup and setup processes, daily processing functions, invoice processing, reporting options, and period end processing. The startup and setup sections of the class provides hands-on training in maintaining divisions, bank codes, terms codes, sales tax codes, salespersons and sales codes. Daily processing functions will cover customer maintenance and inquiry, invoice history inquiry, entering invoices, invoice adjustments and cash receipts. Additional processes include finance charge calculation and commission calculation and reporting.
Inventory
The Inventory Management (I/M) class covers I/M startup procedures, daily processing functions, physical count processing, reporting highlights, and period end processing. The options established during setup control pricing options, price code maintenance, unit of measure conversions, product line maintenance, warehouse setup, buyer/planner codes, item valuation changes, and item delete/renumber/merge processes. Daily processing activities discussed in the class include inventory maintenance, reordering methodologies, item pricing setup, inventory transaction processing and item quantity and cost adjustments. The class also addresses the I/M integration with other Sage MAS 90 • Sage MAS 200 software applications. such as Purchase Order, Sales Order and the manufacturing modules.
Crystal Reports - Basic
Crystal Reports is a powerful yet easy to use program for creating custom reports, lists and labels using data from within the Sage MAS 90 • Sage MAS 200 software data dictionaries. The Crystal Reports Basic class will provide the training needed to navigate through the program, preset report options and pull data from the Sage MAS 90 • Sage MAS 200 software database. Crystal Reports training will also cover making calculations and comparison of data values, setting up sub and grand total calculations, testing for logical relationships between values, converting data from one type to another, and to perform numerous other useful reporting activities.
Crystal Reports - Intermediate
This class is offered on demand only and special arrangements need to be made with Bennett/Porter. This class will expand upon the concepts learned in the Crystal Reports Basic class. Intermediate tools discussed in the class include options for grouping report data, advanced formulas, formatting and conditionally formatting report sections. This class will also discuss advanced parameter masking and applications, file linking options, setting up sub-reports and working with variables. Upon completion of this class, you should be ready to create a full range of reports and access any Sage MAS 90 • Sage MAS 200 software data you desire. The next step will be to use your new skills, continually practicing and applying them to a variety of reporting needs.
GL* & Bank Reconciliation*
The General Ledger (G/L) class covers G/L setup procedures, daily processing functions, budget maintenance and setup, reporting, period end processing, year end processing, and data exchange. The options established during setup control G/L account number format, fiscal year maintenance, chart of accounts, account break and type maintenance, department and source journal maintenance, as well as account delete/renumber/merge functions. Daily processing functions include journal entries, transaction journal entries, recurring journal entries, inquiries, drill-down/drill-across functions and reporting. The class also discusses the Bank Reconciliation module and integration with other Sage MAS 90 • Sage MAS 200 software applications.
F9
This class is offered on demand only and special arrangements need to be made with Bennett/Porter. This course is designed to provide attendees with an understanding of all of the functionality of the F9 program. Processes discussed in the class include GL and NGL Functions, BSPEC Functions, DESC and SDESC Functions, ACCTDATA and CODATA Functions, GLTRAN Functions. Additional tools include chart and list, zero suppress, analyze accounts, budget write-back and the Report Wizard. Excel commands that enhance F9 performance will also be discussed. These include check totals, charts and graphs, view manager, report manager, drop-down lists and simple macros.
Sales Order
This class is offered on demand only and special arrangements need to be made with Bennett/Porter. Sales Order (S/O) processing classes review startup procedures, daily processing functions, reporting options, and period end processing. Startup processes discussed in the class include customer maintenance, division maintenance, salesperson maintenance, and miscellaneous charge maintenance. Highlighted in the daily processing functions are sales order entry processing, picking sheet and sales order printing, recording pre-payments, shipping data entry, and invoice processing. Additional topics include master and repeating orders, debit and credit memos, and order tracking. The class will also cover the special S/O features of Sage MAS 90 • Sage MAS 200 software and how it integrates with other Sage MAS 90 • Sage MAS 200 software applications, such as Accounts Receivable and Inventory Management.
Payroll
The Payroll (P/R) class addresses startup and setup processes, payroll processing, reporting options, and quarter and year end closing. Startup processes discussed in the class include set up options, defining earnings and deductions, maintaining payroll tax tables, building a list of employees, entering pay information and calculating payroll taxes. Highlighted in the daily processing functions are printing checks and check registers, recording direct deposits, printing quarterly reports and processing year-end and printing W-2 forms.
Purchase Order
This class is offered on demand only and special arrangements need to be made with Bennett/Porter. The Purchase Order (P/O) class addresses startup and setup processes, daily processing functions, material return and requisition processing, reporting options, and period end processing. The startup and setup section of the class provides hands-on training in ship to maintenance, miscellaneous charge code maintenance, and vendor price level maintenance. Daily processing functions will cover purchase order entry, automatic purchase order generation, receipt of goods, and receipt of vendor invoices. Additional topics include reconciling the Purchases Clearing Report, using reorder information and setting up pricing schedules. The class will also cover the special P/O features of Sage MAS 90 • Sage MAS 200 software and how it integrates with the Sage MAS 90 • Sage MAS 200 software Accounts Payable and Inventory applications.
Year End Processing
This class is offered in January and December only. Each 2 1/2 hour class is broken into three sessions: Core Accounting, Payroll and Distribution. All sessions will cover Special Considerations for each Module, Closing Checklists, Helpful Hints, Purging and Cleanup Options. In Core topics covered will be which reports you should be printing and why need to do some clean up. In Distribution topics covered will be preparing now for an accurate year-end cutoff, physical count & time-sensitive reporting. At the Payroll class will cover saving your payroll data so you can process your 2003 Payroll data before printing your W-2s and find out which Payroll Reports to print.
FRx Desktop (Financial Report Extender)
FRx generates financial reports pulling Actual & Budget from MAS90/200/500. This course will instruct you to use rows which provide Titles, General Ledger accounts or segments, totals and calculations; columns which provide actual budget variance, %, Last year, divisions in columns, companies in columns, 12-month spreads of revenue, COGS, and expenses in columns & trees which provide roll-ups for any segments in any order. Budgets can be pulled from Excel and you can learn to export any report with transaction detail to Excel or other formats for distribution. We will review all of the features of the FRx Designer
Paperless Office
This course is divided into discussion of concepts and activities and is intended to provide you with detailed information on the setup options and how to use Paperless Office. You will learn how to efficiently e-mail and fax documents to customers, vendors and employees, reduce paper and storage costs, and save time locating documents. This course can assist you streamline your current document management process into a paperless workflow.
Year End Class (Core)
Core (G/L, A/P & A/R)
Year End Class (Distribution)
Distribution (I/M, S/O, P/O)
Year End Class (Payroll)
Payroll