Training / Class Descriptions / Sage PFW

This page contains descriptions of our existing classes. Classes are listed alphabetically by course name. Prices do not include course materials.

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Accounts Payable (register)

Product Line: Sage PFW and Sage PFW w/Process Manufacturing
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $345 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level: Basic
Instructional Method: Group Live

Prerequisite:
Knowledge of basic accounting concepts is preferred.

Advance Preparation:
No advanced preparation is required for this class.


Class Description:

This class is an introduction to the PFW Accounts Payable application. The class includes hands on exercises. Knowledge of basic accounting concepts is preferred. The class does not cover installing or administering databases or networks.

The class covers:

  • Establishing The Accounts Payable System
  • Monitoring AP Activity
  • Cash Management Application
  • Peroidic Reconciling
  • Setting up Vendor Records
  • Processing Vouchers
  • Processing Payments/Adjustments

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Accounts Receivable (register)

Product Line: Sage PFW and Sage PFW w/Process Manufacturing
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $345 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
Knowledge of basic accounting concepts is preferred.

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This class is an introduction to the PFW Accounts Receivable application. The class includes hands on exercises. Knowledge of basic accounting concepts is preferred. The class does not cover installing or administering databases or networks.

The class covers:

  • Establishing The Accounts Receivable System
  • Processing Invoices
  • Monitoring AR Activity
  • Processing Cash Receipts
  • Generating Customer Statements
  • Processing Credit Memos, Adjustments, Commissions, WriteOffs

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BatchMasterPFW Core Applications (register)

Product Line: Sage PFW w/Process Manufacturing
Intended Audience: Customers and Partners
Price: $2100 USD (Customer) / $1795 USD (Partner)
Class Length: 5 Days
Recommended CPE Credits: 30.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
None

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This course is designed for those who will be implementing, supporting, and consulting on the Sage PFW w/Process Manufacturing product line. This class teaches all SagePFW applications in an interactive lab environment. You will perform day-to-day manufacturing activities using the SagePFW software. The course covers a broad range of topics, with an emphasis on setup and usage, understanding the database, and system capabilities. This course is for individuals who are involved in the analysis, recommendation, installation, implementation and use of the core applications. Previous experience of Sage PFW and Sage PFW w/Process Manufacturing, process manufacturing systems, and Microsoft Windows is helpful.

In this class, students will learn about the following modules:

Inventory Pro
A brief overview of the module and a concise instruction on the application and concepts of:

  • Lot Tracking
  • Item Classes
  • Costing
  • Application Setup
  • Units of Measure
  • QC Tests
  • Physical Inventory
  • Reporting

Purchasing Pro
A brief overview of the module and a concise instruction on the application and concepts of:

  • Purchasing History
  • Production Demands
  • Quantity Price Breaks
  • Inventory Levels
  • Item and Vendor Lead-time
  • Reporting

Formulas
A brief overview of the module and a concise instruction on the application and concepts of:

  • Quality Control Tests and Target Values
  • Manufacturing Instructions
  • Intermediate Expansion
  • Revision History
  • Material Substitution
  • Reporting

Production
A brief overview of the module and a concise instruction on the application and concepts of:

  • Fixed and Variable Labor and Fixed and Variable Overhead Costs
  • Batch Sizing
  • Quality Control Tests
  • Lot Tracking
  • Batch Tickets
  • Scheduling Batch Tickets
  • Closing Batch Tickets
  • Reporting

Costing
A brief overview of the module and a concise instruction on the application and concepts of:

  • Fixed and Variable Costs
  • Direct Costs
  • Reporting
  • Overhead Costs
  • Batch Tickets
  • Product Cost Analysis

Order Entry Pro
A brief overview of the module and a concise instruction on the application and concepts of:

  • Price Tables
  • Bills of Lading
  • Pick Slips
  • Instant Access to Customer and Production History
  • Contracts
  • Packing Slips
  • Alternati Units of Measure
  • Reporting

MSDS
A brief overview of the module and a concise instruction on the application and concepts of:

  • Material Safety Data Sheet
  • Scheduling
  • Reporting
  • Boilerplates
  • Compliance With Federal Requirements

MRP
A brief overview of the module and a concise instruction on the application and concepts of:

  • Material Requirements Master Production Schedule
  • "Make to Stock" and "Make to Order"
  • Forecasting
  • Reporting

Laboratory
A brief overview of the module and a concise instruction on the application and concepts of:

  • Reformulation of Products
  • Density
  • Bulking Factor
  • "What-if" Experimentation
  • Physical Properties Analysis
  • Specific Gravity
  • Material Cost
  • Reporting

Labeling
A brief overview of the module and a concise instruction on the application and concepts of:

  • Label Design
  • Default Lables
  • Special Keys
  • Use in the Business World

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Sage PFW Formula Applications (register)

Product Line: Sage PFW w/Process Manufacturing
Intended Audience: Customers and Partners
Price: $1185 USD (Customer) / $1035 USD (Partner)
Class Length: 3 Days
Recommended CPE Credits: 18.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
Knowledge of Sage PFW User Interface preferred

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This course is designed specifically for those who need to know, use and understand the formulation-related modules of SagePFW. Production Managers, Inventory Managers, QC Managers, R&D and Compliance Managers will benefit from this course focusing on formulation. This course specifically covers System Manager, Inventory Pro, Formulas, Costing, Production, Laboratory and MSDS. Formula development, formula history, production management and MSDS are a few topics that are covered in this course. Whether you manage one of these areas or a part of a team involving formulas, you will find this course to be geared for you. Previous experience with the Sage PFW User Interface preferred.

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Core Applications (register)

Product Line: Sage PFW
Intended Audience: Customers and Partners
Price: $1975 USD (Customer) / $1725 USD (Partner)
Class Length: 5 Days
Recommended CPE Credits: 30.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
Previous experience with Sage PFW, accounting systems, and Microsoft Windows is helpful

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This class teaches the core Sage PFW applications in an interactive lab environment. You will perform day-to-day accounting activities using Platinum for Windows software. The course covers a broad range of topics, with an emphasis on setup and reconciliation procedures, understanding the database, networking issues, and system capabilities. This course is for individuals who are involved in the analysis, support and use of the core applications:

  • System Manager
  • Inventory
  • Accounts Receivable
  • Sales Order
  • Accounts Payable
  • Purchase Order
  • Bank Book

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Introduction to Sage PFW (register)

Product Line: Sage PFW and Sage PFW w/Process Manufacturing
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $395 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
A solid knowledge of Microsoft Windows

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This course is designed for those who will be implementing and supporting the Sage PFW product. In this class, students will learn about the new three-tier, client-server architecture of the Platinum for Windows product, and installation and setup procedures.

Topics covered:

  • Three-tier, Client-server Architecture
  • Installation Process
  • Process Application Servers
  • Queue Manager
  • Crystal Reports
  • Setup of Windows Clients
  • Using Setup Wizards
  • Creating Templates
  • System Requirements
  • Using the Explorer

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Inventory (register)

Product Line: Sage PFW
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $395 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
None

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This class is an introduction to the Sage PFW Inventory application. The class includes hands-on exercises.

The class covers:

  • Inventory Overview
  • Establishing an Inventory Company
  • Defining Inventory Items
  • Establishing Pricing and Beginning Balances
  • Processing and Posting Transactions
  • Physical Inventory Processing
  • Cost Adjustments and Analytical Data Calculation
  • Report Processing

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Premier Financial Applications (register)

Product Line: Sage PFW
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $395 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
The Introduction to Sage PFW class and the Sage PFW Standard Edition class

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This class is a continuation of the Sage PFW General Ledger-Standard Edition course. It covers the added general ledger functionality that is only available with the Premier edition of the ledger. (This includes the Premier Transactions, Premier Consolidations, and Premier Inter-Company applications.) You must attend the Standard Ledger class first. You will be given the opportunity to work with the various Premier applications and to experience first-hand the principles of this comprehensive general ledger system. This course is for individuals who are involved in the anaylsis, support, and use of accounting software.

Topics covered:

  • Additional Ledger Functionality
  • Premier Transactions
  • Premier Consolidations
  • Premier Inter-company

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Project Costing (register)

Product Line: Sage PFW
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $395 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
Introduction to Sage PFW

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This class This class is designed to provide instruction on the Project Costing application. Participants will walk through the various menu options learning setup procedures; process flows within Project Costing and techniques for interfacing with Accounts Payable, Purchase Order, and Inventory.

Topics covered:

  • Setup Ideas
  • Budgeting
  • Report Creation
  • Daily Processing
  • Profit Calculation
  • Period End Processing

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Sales Order and Purchase Order (register)

Product Line: Sage PFW
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $395 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
None

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This class is an introduction to the Sage PFW Sales Order and Purchase Order applications. The class includes hands on exercises. Knowledge of basic accounting concepts is preferred. The class does not cover installing or administering databases or networks.

This class covers:

  • Establishing the Sales Order and Purchase Order System
  • Entering Orders
  • Receiving and Shipping Orders
  • Reporting
  • Interfacing With Other PFW Applicaitons

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Standard Ledger (register)

Product Line: Sage PFW
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $395 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
Introduction to Sage PFW Class

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This class covers the principles of the General Ledger - Standard Edition is an interactive lab environment. It is designed for individuals who are involved in the analysis, maintenance, and support of financial software. Participants will walk through the various menu options learning implementation procedures; process flows within the ledger and techniques for interfacing with the sub systems (AR, AP, etc). This class may cover the Multi-Currency Module or FRx, based upon the needs of the students.

  • Maintenance Issues
  • Support Information
  • Chart Generation
  • Multiple Currencies
  • Batch Transaction Processing
  • Daily Processing
  • Period Close Processing
  • Year End Close Processing
  • Spreadsheet Import

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