2017 Regional Session Materials

Please click on the links below to download workshop session materials for each track. Please note that printed lab handouts will be provided to you by TUG at the Regional Workshop. Any lecture handouts or PowerPoints will not be printed.

Track 1: Sage 300 CRE - Financials

  • 1-1 Managing Your Year-End Financials - Handout
  • 1-2 Importing to AP, JC, GL & CM - Handout
  • 1-3 & 1-4 Advanced Accounts Payable Lab - Handout
    • 1-3 & 1-4 Advanced Accounts Payable Lab - PowerPoint
  • 1-5 Desktop Version 16 Lab - Handout
  • 1-6 & 1-7 Reconciliation Lab - Handout
    • 1-6 & 1-7 Reconciliation Lab - PowerPoint
  • 1-8 Month-End, Quarter-End, Year-End Procedures Lab - Handout
    • 1-8 Month-End, Quarter-End, Year-End Procedures Lab - PowerPoint

Track 2: Sage 300 CRE - Project Management

  • 2-1 & 2-2 Job Financials Lab - Handout
    • 2-1 & 2-2 Job Financials Lab - PowerPoint
  • 2-3 & 2-4 Project Life Cycle - Handout
    • 2-3 & & 2-4 Project Life Cycle - PowerPoint
  • 2-5 Managing PJ Doc's - Transmittals, Submittals & RFI's - Handout
  • 2-6, 2-7 & 2-8 Advanced PJ Change Management Lecture & Lab - Handout

Track 3: Sage 300 CRE - Job Cost, Customer Contracts & Billing

  • 3-1 & 3-2 Advanced Job Cost Lab - Handout
    • 3-1 & 3-2 Advanced Job Cost Lab - Activities
  • 3-3 Cost-Based Billing Setup (Rate & Markup Tables): CN, BL Lab - Handout
  • 3-4 & 3-5 Cost-Based Billing Workflow: CN, BL Lab - Handout
  • 3-6 Contract-Based Billing: CN, BL - Handout
  • 3-7 AP & AR Error Correction - PowerPoint
  • 3-8 Office Connector Overview/Roundtable

Track 4: Sage 100 Contractor - Accounting

  • 4-1 Sage 100 Contractor: Advanced Payroll
  • 4-2 Sage 100 Contractor: System Reconciliations
  • 4-3 Sage 100 Contractor: Database Administration
  • 4-4 Sage 100 Contractor: Query & Alerts Lab
  • 4-5 Sage 100 Contractor: V20 Feature and Enhancements
  • 4-6 Sage 100 Contractor: Change Order Management
  • 4-7 Sage 100 Contractor: Accounts Receivable: Beyond the Basics
  • 4-8 Sage 100 Contractor: Form Design Lab

Track 5: Sage Estimating (Sage 300 CRE) ALl Taught with the Core Plus (SQL) Version

  • 5-1, 5-2, & 5-3 Estimating (SQL Version) Fundamentals Workshop Lecture & Lab - Handout
  • 5-4 Electronic Takeoff "eTakeoff and Bridge" (SQL Version) Lecture (2D) - Handout
  • 5-5, 5-6, & 5-7 Estimating (SQL Version) Database Management (Database Structure, Items, Formulas, and Assemblies) Lecture & Lab - Handout
  • 5-8 Sage Estimating Road Map (SQL Version) - Handout

Track 6: Crystal Reports

  • 6-1, 6-2, 6-3 & 6-4 Beginning Crystal Reports Lab - Handout
    • 6-1, 6-2, 6-3 & 6-4 Beginning Crystal Reports Lab - Activities
  • 6-5 & 6-6 SQL-izing Crystal Reports Lab - Handout
  • 6-7 & 6-8 Financial Statements Using Crystal Reports Lab
 

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