Events

Oct
17
Wed
2018
PDI DM2 University “Sage Intelligence Intro/Intermediate Report Design Class” Web-based Training Class Now Available! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
Oct 17 @ 8:30 am – 2:30 pm
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Sage Intelligence Intro/Intermediate Report Design

PDI DM2 is now offering a “Sage Intelligence Report Design – Intro/Intermediate” web-based training classes. Join Denise Austin, PDI DM2 Professional Services Consultant and Sage Certified Trainer, to learn how to get the most out of this standard feature that is available in all PDI DM2 ERP systems (version 4.4 and later).  Sage Intelligence is powerful business intelligence and reporting tool that gives you the power to quickly and easily obtain the information required for improved operations and reporting across your entire business. Using the familiar look of Microsoft Excel®, effectively analyze your system data. Effortlessly create real-time, automated, and pre-formatted reports with up-to-date, accurate, and meaningful information. Intelligence Reporting allows you to spend more time focusing on analysis and interpretation and less time pulling the data together.

Sage Intelligence Report Design – Intro/Intermediate

This 6 hour class is only $495.00 (an $1,050.00 value). The hands-on, web-based class will be held from 8:30am to 2:30pm PT on Wednesday, October 17, 2018. This “Beginner/Intermediate” class will help you learn how to:

  • Create a new report, including how to define columns & parameters, how to filter, sort & total information on a report
  • Understand the basic features of the Connector Module
  • Define new data containers to use with reports
  • Use report tool add-ins to add pivot tables and drill downs on a report
  • Distribute and maintain reports
  • Understand security as it relates to creating reports
  • Use Report Manager Add-ins to publish a report, email a workbook, or send an alert about a report

Who should attend?

  • Owners, Executives, CFOs and Controllers responsible for data analysis and key decision making
  • Business Line Managers responsible for monitoring and impacting key performance indicators
  • Administrative Personnel responsible for creating, generating and analyzing reports

Click here to register for this class. Registration closes October 10, 2018, so register today!

This class is reserved for PDI DM2 customers only.

Oct
24
Wed
2018
PDI DM2 University “Sage Intelligence Report Writing – Advanced Non Financial” Web-based Training Class Now Available! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
Oct 24 @ 8:30 am – 2:30 pm

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PDI DM2 is now offering a  “Sage Intelligence Report Writing – Advanced Non Financial” web-based training class. Join Denise Austin, PDI DM2 Professional Services Consultant and Sage Certified Trainer, to learn how to get the most out of this standard feature that is available in all PDI DM2 ERP systems (version 4.4 and later).  Sage Intelligence is powerful business intelligence and reporting tool that gives you the power to quickly and easily obtain the information required for improved operations and reporting across your entire business. Using the familiar look of Microsoft Excel®, effectively analyze your system data. Effortlessly create real-time, automated, and pre-formatted reports with up-to-date, accurate, and meaningful information. Intelligence Reporting allows you to spend more time focusing on analysis and interpretation and less time pulling the data together.

This 6 hour class is only $495.00 (an $1,050.00 value). The hands-on, web-based class will be held from 8:30am to 2:30pm PT on Wednesday, October 24, 2018.  As a prerequisite, “Advanced” class attendees need to have either completed the Sage Intelligence Report Design for Beginners class or have hands-on experience with creating containers for Standard Reports.  This “Advanced” class will help you learn how to:

  • Build reports to consolidate databases and companies
  • Use multiple tables in a container
  • Create new connections
  • Build dashboard reports
  • Work with macros & advanced options
  • Schedule reports with the Windows scheduler

Who should attend?

  • Owners, Executives, CFOs and Controllers responsible for data analysis and key decision making
  • Business Line Managers responsible for monitoring and impacting key performance indicators
  • Administrative Personnel responsible for creating, generating and analyzing reports

Click here to register for this class. Registration closes October 17, 2018, so register today!

This class is reserved for PDI DM2 customers only.

Nov
6
Tue
2018
DM2 is proud to be a SIGMA Silver Sponsor again this year – Join us in celebrating SIGMA at it’s 60th Anniversary Annual Conference
Nov 6 – Nov 9 all-day
Nov
14
Wed
2018
New PDI DM2 University 2-day “Visual Integrator” Web-based Training Classes Now Available! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
Nov 14 @ 3:30 pm – Nov 15 @ 9:30 pm

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PDI DM2 is now offering a new “Visual Integrator” web-based training class. Join Denise Austin, PDI DM2 Professional Services Consultant and Sage Certified Trainer, to learn how to use this standard feature found in all PDI DM2 ERP systems (version 4.4 and later) to automate and streamline importing data from (or exporting to) other business applications. Visual Integrator can import from (or export to) any ODBC-compliant source, without the need for an intermediary data file such as ASCII delimited or Microsoft® Excel®. If you regularly perform imports from another business application, such as your lubricant pricing updates or time and attendance system, you’ll find you can use Visual Integrator to make the integration virtually seamless.

This two day class (6 hour per day) class is only $695.00 (a $2,100.00 value). This class will be held from 8:30am to 2:30pm PT on Wednesday, November 14, 2018, and Thursday, November 15, 2018. This class will teach you how to:

  • Use the features & capabilities of Visual Integrator
  • Create import and export jobs
  • Create import jobs using the following:
    • Importing from different file types
    • Defining selection criteria in an Import Job
    • Creating Calculations to modify or evaluate data to import

Who should attend? Anyone responsible for importing data from (or exporting to) other business applications into your PDI DM2 ERP system should attend to learn how Visual Integration can save you time by automating the process.

Registration closes November 7, 2018, so click here to register today!

This class is reserved for PDI DM2 customers only.

Nov
28
Wed
2018
PDI DM2 University “Sage Paperless” Class Now Available! @ This is a hands-on, web-based class. The instructor will provide you with connection details after you've registered.
Nov 28 @ 9:00 am – 11:00 am

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PDI DM2 is now offering a Sage Paperless web-based training class. Join Denise Austin, PDI DM2 Professional Services Consultant and Sage Certified Trainer, to learn how to get the most out of this standard feature that is available in all PDI DM2 ERP systems (version 4.3 and later).  Sage Paperless Office is powerful document management tool that will help you manage all of your Sage 100 system generated  documents as well as many of the documents generated by your PDI DM2 modules. 

This 2 hour class is only $200.00 (a $350.00 value). The class will be held from 9:00am to 11:00pm PT on Wednesday, November 28, 2017. Whether you are new to Sage Paperless or are already using it, this class will help you master the following aspects of Sage Paperless:

Maintenance Tasks

Form Maintenance

Journal and Register Maintenance

Period End Report Maintenance

Report Maintenance

 

Delivery Options

Customer Paperless Office Delivery Options

Vendor Paperless Office Delivery Options

Employee Paperless Office Delivery Options

 

Creating PDF Documents

Printing Forms

Printing Journals and Registers

Period End Reports

Reports

 

Viewer Tasks

Employee Self Service

Purging PDF Documents

 

Click here to register for PDI DM2 University’s Sage Paperless class. Registration closes November 21, 2018, so register today! 

To learn more about Sage Paperless Office, click here to watch our “Sage Paperless” webinar recording.

This class is reserved for PDI DM2 customers only.