business partner course catalogue

Business Partner Course Catalogue

Our Partner Community

Your step-by-step guide:Learnfromtheexpertsand becomeoneyourself.

Certified Consultant

LU1: Practitioner

LU2: Maintenance Technician

LU3: Product Consultant

LU4: Pre-sales Methodology

LU5: Implementation

LU6.1: Branch Accounting

Learning empowers and prepares all Sage partner types

ISVs

Accountants

Alliances

(Strategic & Corporate)

Resellers

(VAR & Cloud)

System

Implementers(Integrators)

Sage

PartnersOur Partner

Community

At Sage, we recognize the critical role that our

partners play in our own success. That’swhy we

offer world-class Partner Enablement & Learning

offerings that help us grow and thrive together. In

this short guide, you can review several of the

courses and Learning Paths available for people

in all roles who work with Sage 200 Evolution.

LU6.2: Retail Point of Sale

LU6.3: Municipal Billing

Specialist Training

LU1: Practitioner

course&

LU1: Practitioner Assessment

LU3: Product

Consultant course&

LU3: Product Consultant Assessment

LU4: Pre-sales

Methodology course&

LU4: Pre-sales Methodology Theory + Practical Assessments

LU2: Maintenance

Technician course&

LU2: Maintenance Technician Assessment

Sage 200 Evolution Certified Consultant

To become a Sage 200 Evolution Certified Consultant, you need to complete the following certification journey on Sage University:

Anytime

Learning

LU5: Implementation

Methodology course&

LU5: Implementation Methodology Theory + Practical Assessments


Your step-by-step guide:


LU1: Practitioner




LU5: Implementation




Specialist Training

LU6.1: Branch Accounting course&

LU6.1: Branch Accounting Assessment

Sage 200 Evolution Specialist Training

To become a Sage 200 Evolution Specialised Consultant, you need to complete the following specialised training on Sage University. You

must be a certified consultant before attempting the specialised courses:

Anytime

Learning

LU6.2: Retail Point of Sale course&

LU6.2: Retail Point of Sale Assessment

Anytime

Learning

LU6.3: Municipal Billing course&

LU6.3: Municipal Billing Assessment

Anytime

Learning




LU1: Practitioner




LU5: Implementation




Specialist Training

Learning Unit 1: Practitioner

Getting Started Default SettingsCreate

MasterfilesProcessing

Control account

Recon UtilityTax Segmented GL

Segmented

Inventory

Install and

Register

System

Requirements

Navigation

Creating Agents

Common

module setup

General Ledger

Defaults

Customer

Defaults

Supplier

Defaults

Inventory

Defaults

Supplier

transactions

Customer

transactions

Inventory

transactions

General Ledger

transactions

Set up

Using the utility

Tax defaults

Create tax types

Tax groups

Set up Process

The Tax Report

Segmented GL

rules

Setup

segmented

structure

Default settings

Processing in a

segmented

environment

Overview

Set up

segmented

elements

Segmented

Inventory Items

Warehouse

Defaults

General Ledger

Accounts

Customer

Masterfiles

Supplier

Masterfiles

Inventory

Masterfiles

Warehouse

Masterfiles

3 - 5 Days

E-Learning / self-study

Sage 200 Evolution LU1: Practitioner

Assessment




LU1: Practitioner




LU5: Implementation




Specialist Training

This comprehensive training course is a step-by-

step course on how to set up your environment,

process transactions and generate reports using

the Sage 200 Evolution core modules.

Learning Unit 2: Maintenance Technician

2 Day course

Self Study

Sage 200 Evolution LU2: Maintenance

Technician Assessment

Maintain Sage

200 EvolutionReports

System Audit

ManagerConversion Tool Alert Manager

Freedom

Service

Data

Distribution

Service

Import and

export tool

Perform and

check Microsoft

SQL and

network

configurations

Customising

Reports

Export and

import report

layouts

Prepare Sage

200 for

conversion

Converting the

data

Set up defaults

Alert Manager

Workflow

Install and set

up

Troubleshooting

How to use

DDS

Using the export

tool

Using the import

tool

Job Manager

Overview

Using System

Audit Manger

Database and

other

maintenance

functions

Using the

Utilities menu

Upgrade a

Sage 200

Evolution DB

Alert Manager

Templates

Additional

customer info

Alert Manager

Enquiries




LU1: Practitioner




LU5: Implementation




Specialist Training

This course will teach you how to set up, configure and maintain the

Sage 200 Evolution software environment.

Learning Unit 3: Product Consultant

5 Day course

Self Study

Sage 200 Evolution LU3: Product Consultant

Assessment

Learning Unit 3:

Advanced Procurement

Learning Unit 3:

Annuity Billing

Learning Unit 3:

Bill of Materials /

Manufacturing

Learning Unit 3:

Contact Management

Learning Unit 3:

Debtors Manager

Learning Unit 3:

Delivery Management

Learning Unit 3:

Fixed Assets

Learning Unit 3:

Inventory Issue

Learning Unit 3:

Linked Accounts

Learning Unit 3:

Lot Tracking

Learning Unit 3:

Multi Currency

Learning Unit 3:

Multi Warehousing

Learning Unit 3:

Point of Sale

Learning Unit 3:

Pricing Matrix

Learning Unit 3:

Procurement

Learning Unit 3:

Sales Force

Automation

Learning Unit 3:

Serial Number Tracking

Learning Unit 3:

Service Manager

Learning Unit 3:

Voucher ManagerLearning Unit 3:

Bank Manager

Set up Default Settings Processing

Reports Enquiries

Modules Overview:




LU1: Practitioner




LU5: Implementation




Specialist Training

This comprehensive training course will give you an opportunity to

familiarise yourself with the different Sage 200 Evolution add-on

modules

Learning Unit 4: Pre-sales Methodology

½ Day course

Self Study

Sage 200 Evolution LU4: Pre-sales Methodology

Assessments (Theory + Practical)

Introduction and Job

descriptionPre-sales Role Analytical questions Sales Fundamentals

The sales cycle




LU1: Practitioner




LU5: Implementation




Specialist Training

This course is designed for technical professionals at Sage 200 Evolution Alliance Partners with the aim to certify you as a Sales Consultant which is a

job role, specific to the Software Industry where it supports the sales, support and implementation consultants. This is also believed to be a unique and

scarce job profile.

This course will introduce you to the recommended Sage 200 Evolution Pre-Sales Job Specification coupled with the documentation, role players and

outcome of pre-sales activities in order to provide valuable custom demonstrations, drafting proof of concepts and to assist in providing the correct

solution to the customer.

Learning Unit 5: Implementation Methodology

Introduction and

OverviewProject Preparation Scoping and Analysis Design and Build Final Preparation

Go-live and Support

Data integrity and

troubleshooting

guidelines




LU1: Practitioner




LU5: Implementation




Specialist Training

This comprehensive training course covers the recommended implementation methodology for a Sage 200 Evolution environment.

This course will introduce you to the recommended Sage 200 Evolution Implementation Methodology coupled with the relevant documentation and role

players required during each phase of the implementation process. Troubleshooting techniques will be shared. Case Studies will be discussed and

debriefed.

This course is aimed at junior* and senior** consultants who want to learn more about implementation elements pertaining to a Sage 200 Evolution

environment which enables consultants to identify with the role that they will assume during the implementation process.

2 Day course

Self Study

Sage 200 Evolution LU5: Implementation

Methodology Assessments (Theory + Practical)

Learning Unit 6.1: Branch Accounting

The concept of Branch

Accounting

Plan your Branch

Accounting

infrastructure

Create and configure

the head office

database

Create the branch

databases

Upgrading the

databases




LU1: Practitioner




LU5: Implementation




Specialist Training

This comprehensive training course will give you an opportunity to familiarise yourself with the Sage 200 Evolution Branch Accounting module. This

course will teach you how to plan and set up your branch accounting environment. The rules and regulations regarding this add-on module are

discussed.

You will be taught how to create your head office and branch databases together with any preparatory procedures. This course further details how

your data is synchronised using the Data Synchronisation Monitor.

A suggested software upgrade process is outlined. Practical scenarios and troubleshooting are done as well.

2 Day course

Self Study

Sage 200 Evolution LU6.1: Branch Accounting

Assessment

Pre-requisite:

To achieve the Branch Accounting Specialist

role, you must complete Learning Units 1 to 5.

Learning Unit 6.2: Retail Point of Sale

Overview of the Retail

add-on module

Set up and

configuration

Create and maintain

retail masterfiles

Administrative

transactionsProcess till transactions




LU1: Practitioner




LU5: Implementation




Specialist Training

This comprehensive training course will give you an opportunity to familiarise yourself with the Sage 200 Evolution Retail Point of Sale module. This

course will teach you how to set up, configure and administer the Sage 200 Evolution Retail Point of Sale add-on module.

You will learn about the front and back-end processing abilities of the Retail Point of Sale add-on module.

This course shows you how to process a start of day, end of day, floats and cash-ups. You will also learn how to use the till application in a cashier

environment.

Pre-requisite:

To achieve the Retail Point of Sale Specialist

role, you must complete Learning Units 1 to 5.

2 Day course

Self Study

Sage 200 Evolution LU6.2: Retail Point of Sale

Assessment

Learning Unit 6.3: Municipal Billing

Introduction and

system requirementsNavigation

Set up and

Maintenance

Processing municipal

billing transactionsReports and enquiries




LU1: Practitioner




LU5: Implementation




Specialist Training

This comprehensive training course will give you an opportunity to familiarise yourself with the Sage 200 Evolution Municipal Billing module. You will

be taught how to process and manage billing processes in a municipal environment.

Different municipal structures will be discussed, emphasising the fact that this Sage 200 Evolution add-on module is flexible and easy to use.

Detailed billing and receipting transactions as well as reporting functions will also be discussed.

A brief overview on how these transactions are filtered through to Sage 200 Evolution will be explained.

Pre-requisite:

To achieve the Municipal Billing Specialist role,

you must complete Learning Units 1 to 5.

2 Day course

Self Study

Sage 200 Evolution LU6.3: Municipal Billing

Assessment

business partner course catalogue

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