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F1

Sage 100 Navigation 101

Typical: Everyone   ·   Prereqs: None

45 min

F2

Inquiry, Lookup, Reports & Printing Basics

Typical: Everyone   ·   Prereqs: F1

30 min

SO1

SO Concepts & Workflow

Typical: Anyone in sales, customer service, or shipping   ·   Prereqs: F1, F2

30 min

SO2

Sales Order Entry

Typical: Anyone entering orders (CSR, inside sales, production support)   ·   Prereqs: SO1

45 min

SO3

Order Maintenance & Changes

Typical: Anyone entering or modifying orders   ·   Prereqs: SO2

30 min

SO4

Shipping & Packing Slips

Typical: Shipping team, production support (as backup)   ·   Prereqs: SO1

45 min

SO5

SO Inquiry & Order Lookup

Typical: Anyone who needs to look up order information   ·   Prereqs: F2

30 min

SO6

SO Reports

Typical: Sales, customer service, sales operations, management   ·   Prereqs: F2

30 min

PO1

PO Concepts & Workflow

Typical: Anyone in purchasing or accounting   ·   Prereqs: F1, F2

30 min

PO2/PO3

PO Entry & Receipt of Goods

Typical: Purchasing / production support   ·   Prereqs: PO1

60 min

PO4

Receipt of Invoice

Typical: Purchasing, accounting (AP side)   ·   Prereqs: PO2/PO3

20 min

PO5

PO Inquiry & Reports

Typical: Purchasing, accounting, operations management   ·   Prereqs: F2

30 min

IM1

IM Concepts & Item Structure

Typical: Anyone working with items, inventory, or production   ·   Prereqs: F1

30 min

IM2

Item Inquiry & Lookups

Typical: CSR, inside sales, shipping, production, SQF   ·   Prereqs: IM1, F2

30 min

IM3

Lot Tracking & Traceability

Typical: SQF practitioner, production support, quality   ·   Prereqs: IM1, IM2

45 min

IM4

Physical Counts (overview)

Typical: Production support, accounting   ·   Prereqs: IM1

Likely a future training — not day-one critical.

30 min

IM5

IM Reports

Typical: Production support, SQF, accounting, controller, operations management   ·   Prereqs: F2

30 min

AR1

AR Concepts & Customer Setup

Typical: Accounting, controller, parent co finance, anyone needing AR visibility   ·   Prereqs: F1

30 min

AR2

Customer Maintenance

Typical: Accounting, production support (for customer setup)   ·   Prereqs: AR1

30 min

AR3

Invoice Entry (Manual AR Invoices)

Typical: Accounting, controller   ·   Prereqs: AR1

30 min

AR4

Cash Receipts

Typical: Accounting, controller   ·   Prereqs: AR1

30 min

AR5

Statements

Typical: Accounting   ·   Prereqs: F2, AR1

30 min

AR6

AR Aging & Collections

Typical: Accounting, controller, parent co finance, CSR (inquiry-level)   ·   Prereqs: AR1

30 min

AR7

AR Period-End

Typical: Accounting, controller, parent co finance   ·   Prereqs: AR1–AR6

30 min

AP1

AP Concepts & Vendor Setup

Typical: Accounting, controller, parent co finance, production support (inquiry)   ·   Prereqs: F1

30 min

AP2

Vendor Maintenance

Typical: Accounting   ·   Prereqs: AP1

30 min

AP3

AP Invoice Entry

Typical: Accounting, controller   ·   Prereqs: AP1

30 min

AP4

Check Printing & Payment Selection

Typical: Accounting, controller   ·   Prereqs: AP3

30 min

AP5

AP Aging & Inquiry

Typical: Accounting, controller, parent co finance   ·   Prereqs: AP1

30 min

AP6

1099 Processing

Typical: Accounting, controller   ·   Prereqs: AP1–AP5

Year-end only — can defer past go-live.

30 min

GL1

GL Concepts & Chart of Accounts

Typical: Accounting, controller, parent co finance   ·   Prereqs: F1

30 min

GL2

Account Inquiry & Drill-Down

Typical: Accounting, controller, parent co finance, operations management   ·   Prereqs: GL1

30 min

GL3

Journal Entries

Typical: Accounting, controller   ·   Prereqs: GL1

30 min

GL4

Financial Reports

Typical: Accounting, controller, parent co finance, management   ·   Prereqs: GL1, F2

30 min

GL5

Period-End & Year-End

Typical: Accounting, controller, parent co finance   ·   Prereqs: GL1–GL4

30 min

BM1

BOM Concepts

Typical: Production support, SQF, accounting (overview)   ·   Prereqs: F1, IM1

30 min

BM2

BOM Inquiry & Reports

Typical: Production support, SQF   ·   Prereqs: BM1

30 min

R1

CSR End-to-End Workflow

Typical: CSR, inside sales, production support (CSR backup)   ·   Prereqs: SO1–SO3, SO5, AR6, IM2

45 min

R2

Production Support Workflow

Typical: Production support   ·   Prereqs: All SO, PO, IM, BM segments

60 min

R3

Shipping Workflow

Typical: Shipping team   ·   Prereqs: SO4, SO5

45 min

R4

Controller / Month-End Walkthrough

Typical: Controller, accounting, parent co finance   ·   Prereqs: All AR, AP, GL segments

Best done as a working session during the first actual month-end post-go-live.

60 min

R5

Sales Reporting Preview

Typical: Sales leadership, sales operations   ·   Prereqs: F2, SO5

Honest framing: little to analyze on day one — plan a deeper follow-up 60–90 days post-go-live.

30 min

R6

Parent Co Oversight & Reporting

Typical: Parent co finance / oversight roles   ·   Prereqs: F1–F2, GL1, GL2, GL4, AR6, AP5

60 min

R7

Cutover Prep

Typical: Everyone going live (recommended)   ·   Prereqs: None

45 min