Agenda
Month 
Week 
Day October – November 2017
This “Beyond the Basics” class is designed to teach you how to develop more advanced reports using Crystal Reports’ Cross-Tab and Sub report features. Join Denise Austin, 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 DM2 Petroleum Insights systems. Learn how to develop more advanced formulas using variables and how to handle common formula issues. Advanced linking of tables and linking tips will be discussed. Additionally, this course will provide you with a basic understanding of how Sage 100 ERP graphical forms are modified using Crystal Reports along with tips for form optimization and troubleshooting.
This 2-day, 10 hour (5 hours each day) class is only $695.00 per person (a $1,750.00 value!) The hands-on, web-based class will be held from 8:30am to 2:30pm PDT on Wednesday, October 11, 2017 and Thursday, October 12, 2017. By the end of this “Beyond the Basics” class, you will be able to:
- How to create linked and unlinked sub reports
- Multiple table linking considerations, including linking UDFs
- How to create Cross-tab reports
- Advanced formula evaluation and creation, including useful tips and tricks
- Effective tips on customizing printed forms in Sage 100 ERP
Required Prerequisites: Proof of attendance in the “Introduction to Crystal Reports” class or have a working knowledge of basic Crystal Report functions and data file structures.
Currently, this class is only available at on-site Authorized Sage Training Centers for $790.00 per person; however, as a Sage Certified Trainer, DM2 Software is offering this class at a reduced rate in a web-based lab environment using the same agenda, materials and curriculum Sage has invested heavily in developing.
Registration closes October 4, 2017, so click here register today!
This class is reserved for DM2 customers only.
This “Beyond the Basics” class is designed to teach you how to develop more advanced reports using Crystal Reports’ Cross-Tab and Sub report features. Join Denise Austin, 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 DM2 Petroleum Insights systems. Learn how to develop more advanced formulas using variables and how to handle common formula issues. Advanced linking of tables and linking tips will be discussed. Additionally, this course will provide you with a basic understanding of how Sage 100 ERP graphical forms are modified using Crystal Reports along with tips for form optimization and troubleshooting.
This 2-day, 10 hour (5 hours each day) class is only $695.00 per person (a $1,750.00 value!) The hands-on, web-based class will be held from 8:30am to 2:30pm PDT on Wednesday, October 11, 2017 and Thursday, October 12, 2017. By the end of this “Beyond the Basics” class, you will be able to:
- How to create linked and unlinked sub reports
- Multiple table linking considerations, including linking UDFs
- How to create Cross-tab reports
- Advanced formula evaluation and creation, including useful tips and tricks
- Effective tips on customizing printed forms in Sage 100 ERP
Required Prerequisites: Proof of attendance in the “Introduction to Crystal Reports” class or have a working knowledge of basic Crystal Report functions and data file structures.
Currently, this class is only available at on-site Authorized Sage Training Centers for $790.00 per person; however, as a Sage Certified Trainer, DM2 Software is offering this class at a reduced rate in a web-based lab environment using the same agenda, materials and curriculum Sage has invested heavily in developing.
Registration closes October 4, 2017, so click here register today!
This class is reserved for DM2 customers only.
Stop by Booth 3762 at NACS in Chicago to find out why leading marketers use DM2’s Petroleum Insights ERP and CRM system to manage and grow their businesses. With over 50 applications for petroleum marketing, DM2 has applications to help you manage and grow your retail, wholesale fuel & lube, home heat, cardlock business. See you there!
All About the Expo - the 400,000 sq. ft. expo is where you will discover thousands of the latest products and services that c-stores sell and use every day. The expo is segmented into six categories: Fuel Equipment & Services, Food Equipment & Foodservice Programs, Candy/Snacks, Facility Development & Store Operations, Merchandise and Technology. Each area of the expo gives you a one-of-a-kind, hands-on experience that can’t be matched anywhere else.
DM2 is now offering a “Sage Intelligence Report Writing – Advanced Non Financial” web-based training class. Join Denise Austin, 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 DM2 Petroleum Insights 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 25, 2017. 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 18, 2017, so register today!
This class is reserved for DM2 customers only.
SIGMA’s Annual Conference is the largest gathering of SIGMA members throughout the year. CEO’s, presidents, and knowledge leaders in the fuel marketing sphere attend this unparalleled forum for in-depth education, networking and innovative business strategy reviews. SIGMA committees convene to discuss and streamline initiatives—while preserving time for marketers to network with fuel suppliers and their peers.
The 2017 SIGMA Annual Conference will take place November 8-10, 2017 at The Westin Michigan Avenue Chicago.
Closing your month-end books followed by the generating financial statements as soon as possible is one of the most common and time-consuming challenges you face. Depending on your company, the process can take you anywhere from four days to as long as five weeks. Help is here!
DM2’s new “Top 10 Ways to Close Your Books Faster” class, will provide you with the best practices used by industry leading DM2 customers who close their books in as little as one day! The new edition of this hands-on, web-based course will teach you the most successful and field-tested principles based on a culmination of our top best practices to issue financial statements sooner!
Offering a compelling case for ending the month-long closing process, this invaluable resource will show you how to get it done efficiently, with authoritative discussion of shifting the timing of closing activities out of the core closing period; instructions for reconciling the key control accounts, and more…
Join Professional Services Consultant, Kathy Porter, for this two day (4 hour per day) hands-on, web-based class for only $695.00 (a $1,4000 value). This class will be held from 9:00am to 1:pm PT on Wednesday, November 8, 2017, and Thursday, November 9, 2017. Attend this class to learn:
Key Concepts – Top 10 Ways to Close Your Books Faster
- Reconciling Key Control Accounts and Subsidiary Reports
- Understanding Daily Processing in Relation to Key Control Accounts
- End of Day Audit of Key Control Accounts
- Researching and Resolving Out of Balance Conditions
- Common Reasons and Ways to Prevent Credit and Rebills
- Applying Tax Reconciliation Best Practices
- Applying Gross Margin Best Practices
- Applying Inventory Best Practices
- Applying Recommended Daily Reconciliation Best Practices
- Reconciling Processes by Module
Who should attend? CFOs, Controllers and accounting staff responsible for data analysis and reconciliation should attend this course.
Click here to register for our new “Top 10 Ways to Close Your Books Faster” class. Registration closes Wednesday, November 1, 2017, so register today!
To learn more about Internal Controls, click here to watch our “Internal Controls” webinar series on the DM2 Software YouTube Channel.
This class is reserved for DM2 customers only.
Closing your month-end books followed by the generating financial statements as soon as possible is one of the most common and time-consuming challenges you face. Depending on your company, the process can take you anywhere from four days to as long as five weeks. Help is here!
DM2’s new “Top 10 Ways to Close Your Books Faster” class, will provide you with the best practices used by industry leading DM2 customers who close their books in as little as one day! The new edition of this hands-on, web-based course will teach you the most successful and field-tested principles based on a culmination of our top best practices to issue financial statements sooner!
Offering a compelling case for ending the month-long closing process, this invaluable resource will show you how to get it done efficiently, with authoritative discussion of shifting the timing of closing activities out of the core closing period; instructions for reconciling the key control accounts, and more…
Join Professional Services Consultant, Kathy Porter, for this two day (4 hour per day) hands-on, web-based class for only $695.00 (a $1,4000 value). This class will be held from 9:00am to 1:pm PT on Wednesday, November 8, 2017, and Thursday, November 9, 2017. Attend this class to learn:
Key Concepts – Top 10 Ways to Close Your Books Faster
- Reconciling Key Control Accounts and Subsidiary Reports
- Understanding Daily Processing in Relation to Key Control Accounts
- End of Day Audit of Key Control Accounts
- Researching and Resolving Out of Balance Conditions
- Common Reasons and Ways to Prevent Credit and Rebills
- Applying Tax Reconciliation Best Practices
- Applying Gross Margin Best Practices
- Applying Inventory Best Practices
- Applying Recommended Daily Reconciliation Best Practices
- Reconciling Processes by Module
Who should attend? CFOs, Controllers and accounting staff responsible for data analysis and reconciliation should attend this course.
Click here to register for our new “Top 10 Ways to Close Your Books Faster” class. Registration closes Wednesday, November 1, 2017, so register today!
To learn more about Internal Controls, click here to watch our “Internal Controls” webinar series on the DM2 Software YouTube Channel.
This class is reserved for DM2 customers only.
DM2 is now offering a new “Sage 100 Customizer” web-based training class. Join Denise Austin, 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 DM2 Petroleum Insights systems. Sage 100 Customizer (formerly known as Sage Custom Office) is a powerful tool that gives you the ability to change the appearance of your Petroleum Insights screens to match the way you work, helping increase your productivity by improving your data entry speed and accuracy. By “customizing” screens to ignore unused fields and change tab sequences, you can display only the fields you need in the exact order you need them. You can even change the default field labels to match your business’s vocabulary and add your own data fields to your masterfiles, all without any special programming skills or training.
This two day (6 hour per day) class is only $695.00 (a $2,100.00 value). The hands-on, web-based class will be held from 8:30am to 2:30pm PT on Wednesday, November 15, 2017 and Thursday, November 16, 2017. Attend this class to learn how to:
- Customize existing items on Sage 100 Panels
- Add user-defined fields (UDFs)
- Create and enter information in user-defined tables (UDTs)
- Add UDFs and UDTs to panels, screens, grids
- Include details in UDFs in the update process
- Copy customized Panels
- Create links to other programs, bitmaps, & scripts
Click here to register for this class. Registration closes Wednesday, November 8, 2017, so register today!
This class is reserved for DM2 customers only.
DM2 is now offering a new “Sage 100 Customizer” web-based training class. Join Denise Austin, 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 DM2 Petroleum Insights systems. Sage 100 Customizer (formerly known as Sage Custom Office) is a powerful tool that gives you the ability to change the appearance of your Petroleum Insights screens to match the way you work, helping increase your productivity by improving your data entry speed and accuracy. By “customizing” screens to ignore unused fields and change tab sequences, you can display only the fields you need in the exact order you need them. You can even change the default field labels to match your business’s vocabulary and add your own data fields to your masterfiles, all without any special programming skills or training.
This two day (6 hour per day) class is only $695.00 (a $2,100.00 value). The hands-on, web-based class will be held from 8:30am to 2:30pm PT on Wednesday, November 15, 2017 and Thursday, November 16, 2017. Attend this class to learn how to:
- Customize existing items on Sage 100 Panels
- Add user-defined fields (UDFs)
- Create and enter information in user-defined tables (UDTs)
- Add UDFs and UDTs to panels, screens, grids
- Include details in UDFs in the update process
- Copy customized Panels
- Create links to other programs, bitmaps, & scripts
Click here to register for this class. Registration closes Wednesday, November 8, 2017, so register today!
This class is reserved for DM2 customers only.
Maximize your Cardlock Margins
Attend DM2’s CardLock Pricing Connections Webinar
November 16, 2017 at 11:30am PT/2:30pm ET
Join Lisa Thiele, one of DM2’s in-house cardlock experts, for a sneak preview of some of the new pricing-related features you’ll find in our upcoming release of CardLink 2017. Also joining us will be special guest, Shane Dyer, President of Powerup Fleet. In addition to discussing some of the industry trends affecting cardlock marketers today, Shane will be giving you a preview of the how DM2 and Powerup Fleet are working together to help you maximize your cardlock margins by automatically optimizing and updating your pricing by region, customer type, volume and more…
Join us on November 16, 2017 at 11:30am PDT/2:30pm EDT for our Cardlock Pricing Webinar.
Click here to register today!