Optional Tables - Training

Product Training
Budgeting, Reporting & BI

Anne conducts training on how to set up and use I/M Optional Tables. Add Optional Fields to any Sage 300 View.

00:00 Overview
03:50 Install & Activate Information Manager
06:08 GL Account Budgets
20:09 GL Account & Transactional Optional Field Budgets
23:41 Customer & Item Budgets
27:17 IC Location Opt Fields & display in structured Notes
33:57 Using View Types and EFT Bank Optional Fields
39:24 Summary