Sage 200 Evolution Training Manual: LU2 Maintenance Techn

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Product Version: 10.1 Manual Version: 2021.01 (November 2020) Acknowledgements Sage wishes to acknowledge the following people in the production of this manual: Content Developer and Editor: Gerhard van der Berg / Boitumelo Sono Layout, Design and Graphics: Boitumelo Sono Quality Assurer(s): Gerhard van der Berg Help us improve our training material Your feedback is important to us. Please contact the Training Development team via email: The content of the query must contain the following: 1. Sage product name, i.e. Sage 200 Evolution 2. Sage training manual name 3. Sage training manual version 4. Lesson number 5. Page number 6. Brief description of enquiry or issue 7. Your name and contact details 8. Your business partner, ATC or trainer reference (if applicable) The information above allows Sage to respond accurately and timeously to the enquiry submitted. Introduction Welcome to the Sage 200 Evolution Learning Unit 2 – Maintenance Technician course. In this course you will learn how to use the technical and advanced maintenance features in Sage 200 Evolution. There are no unit standards linked to this course. Table of contents Course pre-requisites: 1. Bookkeeping NQF Level 3 qualification or Standard 8/Grade 10 Bookkeeping. 2. Computer Literacy at NQF Level 3 or Standard 8/Grade 10 Computer Literacy. 3. Mathematical Literacy or Standard 8/Grade 10 Mathematics. 4. Sage 200 Evolution Learning Unit 1: Practitioner. Lesson 1: Maintain Sage 200 Evolution A. Perform and check Microsoft SQL and network configurations ................................................... 2 B. Database and other maintenance functions ................................................................................. 20 C. Using the Utilities menu ............................................................................................................... 30 D. Upgrading a Sage 200 Evolution database ................................................................................. 33 Lesson 2: Reports A. Customising reports ..................................................................................................................... 40 B. Export and import report layouts ................................................................................................... 54 C. Job manager ................................................................................................................................ 57 Lesson 3: System Audit Manager A. Overview ....................................................................................................................................... 66 B. Using System Audit manager........................................................................................................ 67 Lesson 4: Partner to Evolution conversion tool A. Prepare Sage 200 Evolution for the conversion .......................................................................... 72 B. Converting the data ...................................................................................................................... 73 Lesson 5: Alert Manager A. The Alert Management add-on module ........................................................................................ 86 B. Alert Management defaults .......................................................................................................... 87 C. Alert Management workflow ......................................................................................................... 88 D. Alert Management templates ....................................................................................................... 89 E. Additional customer information ................................................................................................... 92 F. Alert Management enquiries ........................................................................................................ 93 G. Alert Management enquiries ........................................................................................................ 94 Lesson 6: Freedom Service A. Install and set up Freedom Service .............................................................................................. 98 B. Troubleshooting Freedom Service ............................................................................................... 113 Lesson 7: Data Distribution Services A. How to use DDS ........................................................................................................................... 119 Lesson 8: Import/export tool A. Using the export tool .................................................................................................................... 132 B. Using the import tool .................................................................................................................... 139 Working with this manual You may come across some of the following icons to make your learning experience more interesting and visual: Icon Description Explanation Important information Item where caution and attention are required or additional insight and information is provided. Activity Your opportunity to practice a concept. Activity solution Indicates the beginning of the solution to an activity. End of activity Indicates the end of an activity. Notes An area to write additional notes. Formative assessment Review questions at the end of a lesson to check your understanding and ability to implement concepts. End of formative assessment Indicates the end of a formative assessment. Case study Scenario based activity for you to complete. End of case study Indicates the end of a case study. Summary Overview of the most important items covered in a section or lesson. Tip This is extra information that can assist you with the software but is not an important note.