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 - Lab Activities
  • 1-1 Managing Your Year-End Financials - PowerPoint
    
• 1-2 Importing to AP, JC, GL & CM - Handout
  • 1-2 Importing to AP, JC, GL & CM - PowerPoint
• 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
  • 1-5 Desktop Version 16 Lab - PowerPoint
• 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 and 2-2 Job Financials Lab - Handout
  • 2-1 and 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
  • 2-5 Managing PJ Doc's - Transmittals, Submittals, & RFI's - PowerPoint
• 2-6, 2-7 & 2-8 PJ Change Management Lab - Handout
  • 2-6, 2-7 & 2-8 PJ Change Management Lab - PowerPoint

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

Track 4: Sage 100 Contractor - Accounting

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

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
  
• 5-5, 5-6, & 5-7 Estimating (SQL Version) Database Management (Database Structure, Items, Formulas, and Assemblies) Lecture & Lab - Handout
  • Part 1
  • Part 2
• 5-5, 5-6, & 5-7 Estimating (SQL Version) Database Management (Database Structure, Items, Formulas, and Assemblies) Lecture & Lab - PowerPoint
  • Part 1
  • Part 2

Track 6: Crystal Reports

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