Intermediate Sage Line 50 Training

Prepayments & Accruals

• What are prepayments and accruals?
• Setting up prepayments
• Setting up accruals
• Processing prepayments and accruals
• Deleting prepayments and accruals 

Fixed Assets & Depreciation

• What are fixed assets?
• Depreciation methods
• Entering a new fixed asset
• Entering an existing asset
• Depreciating assets
• Asset valuation
• Asset reports
• Writing off an asset 

Delivery Addresses

• Delivery addresses
• Adding delivery addresses
• Setting the invoice & order defaults for delivery addresses
• Editing a customer delivery address 

Entering Purchase Orders

• Purchase order processing
• The Purchase Order Processing window
• Entering a purchase order for product items
• Entering a non-product purchase order
• Entering long descriptions 

Purchase Order Skeletons

• What is a purchase order skeleton?
• Using a non-recurring purchase order skeleton 

Processing Purchase Orders

• Printing purchase orders
• Putting purchase orders on order 
• Deliveries
• Deliver - complete deliveries
• GRN - Goods Received Notes
• Amending deliveries
• Changes made to the accounts data
• Creating purchase invoices from purchase orders
• Purchase order reports
• Deleting orders 

Product Records & Purchase Orders

• Product records 

BOMs & Product Transfers

• What are BOMs? 
• Case studies
• Checking availability of components
• Stock transfers
• Product reports 

Product Pricing Options

• Pricing options
• Setting a special customer price
• Creating customer price lists
• Changing a cost price
• Moving a customer from one price list to another
• Deleting price lists
• Price list reports 

Entering Sales Orders

• Sales order processing
• The Sales Order Processing window
• Sales order - product items
• Multiple line sales orders, discounts, goods not in stock
• Non-product sales orders 

Recurring Sales Order Skeletons

• Sales order skeletons
• Editing a sales order skeleton
• Processing a recurring sales order skeleton
• Editing the frequency of a recurring sales order
• Deleting a sales order skeleton 

Processing Sales Orders

• About sales order processing
• Printing sales orders
• Allocating stock
• Using the ShortFall Generator
• Sales order reports
• Recording despatches
• Changing a sales order
• Manual processing
• Partly allocated orders
• Cancel, hold and unallocate
• Deleting orders 

More about Sales Invoices

• Checking sales invoices
• Printing invoices
• Updating ledgers 

Credit Control

• Credit control basics 

Using the Search Option

• The Customers window
• Using the Search option

Statements & Account Letters

• Sending statements
• Accounts letters
• Disputed invoices

Customer Refunds

• Entering the overpayment
• Checking the customer activity
• Processing the customer refund 

Late Payment Legislation

• What is the late payment legislation?
• Setting up your system for late payment charges
• Adding an invoice
• Charging customers for late payment 

Writing Off Bad Debts

• Writing Off Bad Debts 

The Sage Task Manager

• Opening the Sage Task Manager
• Entering tasks
• Closing the Sage Task Manager 

Paying Bills using the Sage Task Manager

• Entering bills into the Sage Task Manager
• Paying bills using the Sage Task Manager

Cash Flow Forecasting

• Showing the Cash Flow window 

NOTE: Content may vary slightly between versions (eg V10, V11, etc) or applications (Accountant, Accountant Plus, Financial Controller).