1. 1/12/2018 1
Kelly Hummel, Practice Director
Sean Fleming, Sr. Solutions Engineer
Presented by:
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2. Today’s Presenters
Sean Fleming | Net@Work
Senior Solutions Engineer Sage
Setup
Series

3. Webinar Details
• Presentation is roughly 30-60 minutes
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel

4. 180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. Goal of the Webinar Series
To understand the impact of
your setup options. As your
company grows, ask yourself,
do some of these options need
to be updated.
Sage
Setup
Series

6. Sage 300 Setup Series Dates
# Content Date
1 Administrative and Common Services 01/12/2018
2 General Ledger 01/26/2018
3 Accounts Payable 02/9/2018
4 Accounts Receivable 02/23/2018
5 Inventory Control 03/09/2018
6 Item Pricing 03/23/2018
7 Order Entry 04/20/2018
8 Purchase Order 5/04/2018
9 Credit Card Processing 5/18/2018
10 Optional Fields TBD
11 Visual Process Flows TBD
12 GL Statements TBD
Sage
Setup
Series

7. Today’s Topic
• Common Services
– Company Profile / Multicurrency
– Fiscal Periods
– Fiscal Calendar
– Email Settings
• Bank Options
• Tax Options
– Tax in Price
– Tax Services
• Administrative Services
– Security and UI Profile Setup
SF

8. Webinar Poll
• Answer the Polling Question to the Right
SF

9. Before Making Any Changes
Backing Up Sage 300What do I need to Back Up?
1. MS SQL Company Database
2. MS SQL System Database
3. Sage 300 Shared Data Folder
4. Any Customization Directories outside the Shared
Data Folder

10. Lets Take a
Live Look!
Sage 300 Setup Series
Sage
Setup
Series

11. 1/12/2018 11
Thank You For Attending!
Kelly Hummel | Net@Work
Sage 300 Practice Director
(P) 800-719-3307
(E) khummel@netatwork.com
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Sean Fleming | Net@Work
Sage 300 Solutions Engineer
(P) 800-719-3307
(E) sfleming@netatwork.com

12. Be Sure to Register for the
Next Webinar in the Series:
Sean Fleming
Email: sfleming@netatwork.com
Register: netatwork.com/events
Questions…
Sage
Setup
Series
• Intelligence Series
• Automation & Workflow Series
• Document Management Series
• Warehouse Management Series
• Net@Work’s Favorites Series