REVIEW QUESTIONS – LESSON 1

1. Define the two types of databases you must create before using Sage 300 ERP.
SYSTEM DATABASE = stores information on users, passwords, security systems
COMPANY DATABASE= contain information that used by accounting applications

2. Where do you set up the databases?

3. Where will you find SAMINC and SAMSYS? What are they?
SAMINC, SAMSYS are data files, can use “Data Loader Utility”

4. What is the default administrator’s password?

Admin

5. Where do you determine in which folder your data files will be located?

6. After setting up the company information, can you change the functional currency selected?
No, have to close sage and open again

7. How many fiscal periods can you set up for your company?

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12

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8. Name the two services that are part of the System Manager. List and describe each of the features
found in these services.

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Administrative Services: rs e
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Common Services
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9. What is the purpose of setting up schedules?

Setup recurring events –mthly, wkly, yrly

10. How do you access Help while using Sage 300 ERP?
F1
11. What is the purpose of changing the Icon view?
DISPLAY IN DIFFERENT FORAMTS – LIST , DETAIL, LARGE, SMALL ICONS
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 12. After you have created your company, where do you maintain the information entered in the
Common Services Activation form?
Company profile

13. In the fiscal period, a period can be locked or unlocked. What is the difference between these two
options?
Fiscal period locked= cannot post transactions
Fiscal period unlocked= can post transactions

14. Is the Sage 300 ERP 2014 a multicurrency program?

15. What is the purpose of an optional field?

Define extra datafields

16. Describe the format of a valid Sage 300 ERP password.

4 to 64 characters

17. Describe the steps required to set up a user named John with the options of checking the data

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integrity, changing the print destination, and maintaining the company information.

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18. When will a user’s reminder list appear automatically when they start Sage 300 ERP?

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Automatically appear
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19. List the steps required to customize a user’s interface.

20. What is the purpose of the database dump feature?

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Save file
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20. If you are using the files that were created during the database dump feature as a backup, what
files or folders created during the process must be copied onto your backup medium?
OMNDAT AND OMNSYS
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22. What is the purpose of the database load feature?

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LOAD FILE TO DATABSE

REVIEW QUESTIONS - LESSON 2

1. Describe the following fields found on the General Ledger Activation window:
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 a) Oldest Fiscal Year Start Date
current fiscal year will be set to the year before the oldest fiscal year starting date,
b) Current Fiscal Year
current fiscal year

2. Many options are available during the General Ledger Setup. Describe the following options:
G/L options: 1) provisional posting: temp post a batch

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3. Explain segments that are used in account numbers. How many segments can be used in an

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account number? What is the largest possible size of a segment?
10 segments, largest size=15

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Where do you enter valid segment codes? Do the segment codes have to be created before they can
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be used in an account number?
G/L SETUP-> Segment Codes
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5. What is the purpose of identifying account structures? How do you know how many account
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structures to enter? List a valid account structure and its segments.

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Define structure of the Account Number:

ACC Account
DIV Account – division
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6. Where are source codes used?

Used to enter batches

7. List the four print destinations that are available. How do you change the print destination?
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File ->print : FILE, PREVIEW, EMAIL, PRINT

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8. What is the purpose of creating Optional Fields in the General Ledger module?
Store additional information with transaction details
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9. Account groups can be user defined. Explain how this function is beneficial to companies?

REVIEW QUESTIONS – LESSON 3

1. What is the default for the following fields when you enter a new account:
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 Structure code: ACC
Normal balance: CR
A/C type: I/S
A/C Group: revenue

2. What is the maximum number of characters allowed in an account?

45

3. How many segments can be included in an account number?

10

4. What is a control account?

Sub-ledger post account to control a/c

5. Describe the following fields in an account:

Normal balance= CR, DR
Status= active, inactive
Post to A/C = Detail (look at transaction individually)

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Consolidated (combine transaction)

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A/C type: I/S, B/S, R/E

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A/C group: PUR, revenue, beg INV, End INV…

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6.
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Name two fields for an account that cannot be modified once the account has been created.
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A/C#, structure code

7. List three restrictions for deleting accounts.

Before delete account, must have status of inactive, beg balance=0, no transactions posted
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8. What is the purpose of an allocation account? What information is entered on the allocation tab of
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the account form? What percentage of the account must be allocated?

***Allocation Account = hold account that their balance can be allocated to other account ***
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9. Where do you set a default closing account?

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10. Describe three ways of printing your Chart of Accounts.

G/L Accounts-> Print
G/L Reports->Chart of Account ->print

REVIEW QUESTIONS – LESSON 4

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 1. List the steps required to enter current year opening balances.

2. What are journal entries created in?

In Batches
3. What are the two entry modes available for entering General Ledger transactions? What is the
difference between them?
Normal = stop @ each field
Quick = cursor stop at each line

4. How is a new batch created?

G/L Transactions -> Journal Entry->
5. How do you rearrange the transaction detail columns of information in a batch?
Click coloumn

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6. If you forgot a line in the middle of a batch, how do you add it in its proper place?
Use “INSERT”

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7. How do you delete a line in a journal entry? How do you delete an entire entry?

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delete
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8. What should you do before posting?
Backup , datadump
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9. List and describe the different batch types.

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10. List and describe the different batch statuses.

Open: not yet posted
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Ready to post: ready for posting

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Posted: has been posted

Prov Posted: provisionally posted
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11. What is the purpose of the posting journal?

List all entries that had been posted to G/L
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12. ***What is the purpose of the Create New Year function?

Close income and expenses accounts
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13. What is the purpose of the data integrity check feature? How often should a data
integrity check be performed?
Ensure data is not damaged, ERROR-FREE
REVIEW QUESTIONS – LESSON 6

1. How do you access the Sage 300 ERP’s built-in calculator?

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 G/L Transactions -> Batch List -> use “+” to bring up calculator

2. How do you delete a batch?

On Batch list ->Delete

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3. Explain the purpose of the Zoom In/Out window when entering batch detail lines. How do you

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access it?

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4.
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List the steps involved in processing a batch.
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Print -> Post -> Print
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5. Explain the difference between posting a batch within the Batch List window and using the Post
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Batches icon.
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Batch List can only post one batch at a time

Post Batch , can post multiple batch/es
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6. Explain what happens to errors found in a batch during posting.

Placed in next batch for correction
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7. Which report can you print to view the posting errors?

Print posting journal
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8. How do you correct posting errors?

Open batch list and make changes

9. List the two ways that a recurring entries batch can be processed.
G/L periodic -> create recurring entries

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 Scheduling-> schedules (recurring list)

10. What is the purpose of exporting a batch?

Save the file

11. When you import a batch, what determines the batch in which the transactions are placed?
When opening the batch and put the files in the current batch
12. Can you modify a batch after it has been imported?
Can make corrections

13. Explain provisional posting. Post batches temp, see how they affect G/L, F/S

14. Can a batch be modified after it has been provisionally posted? When is the provisionally posted

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batch deleted?

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Yes, provisionally post status will be removed from all provisionally posted batches

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15. What is the purpose of creating an allocation batch?
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Use to CR amt from allocation a/c
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16. After creating a recurring entries batch, it can be processed from two places. Where can it be
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processed from?
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G/L periodic processing -> Create Recurring Entries Batch OR Scheduling->Schedules

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17. Explain how you can reverse a posted transaction.

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Use “Reverse” button @ Posted Batches ( G/L Transaction -> Post Batches)

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