Business Partner Course Catalogue
Transcript of 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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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:
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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
Our Partner Community
Your step-by-step guide:
Certified Consultant
LU1: Practitioner
LU2: Maintenance Technician
LU3: Product Consultant
LU4: Pre-sales Methodology
LU5: Implementation
LU6.1: Branch Accounting
LU6.2: Retail Point of Sale
LU6.3: Municipal Billing
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