Evo–ERP and DBA Classic
Training Session October 12–15, 2009
Birch Meadow Banquet Center (Hartford, CT)
Experienced Instruction – IS Tech Support training sessions are taught by Lynn Pantic, who has over 12 years experience teaching and supporting DBA Classic Manufacturing and Evo–ERP.
Meet other users – Attending a group session like this will allow you to hear how other users have implemented the system and learn from their real life experience.
DBA Classic (all versions) and Evo~ERP – Training classes will focus on the basic business logic of the programs which is essentially the same whether you use DBA Classic, DBA Classic with IS Tech updates installed, or Evo~ERP.
Click Here to Register Remember when registering that while each day has a focus, the program is integrated so all modules have an impact on accounting and costing.
TRAINING CLASS AGENDA
Monday October 12, 2009
Inventory – Setting it up, Managing it, and Tracking Costs
Morning Session 1 — 8:00–10:00
Registration & Introductions
Inventory Overview – The backbone of the system
Item Classes and Warehouse Locations – Direction of GL Postings, Segregated Warehouse Locations, Use of Warehouse Locations for Consignment and Quality Control
Inventory Setup – Part Numbers, Categories, Types, and other parameters and how they affect order processing.
Lot & Serial Control – How it affects Receiving, Shipping, Manufacturing
Morning Session 2 — 10:15–12:00
Image Links – How to associate JPG, PDF and other files with Inventory Items for on screen view and printing with other documents
Inventory User Defined Fields – Setting up and using them
Costing Methods – Average, LIFO, FIFO & Standard. Book Value versus actual on hand inventory.
Warehouse & Bin Control – Multiple Bins per item; Quantity per bin by Warehouse; Selective Bin Control
Lunch Break 12:00–1:00 (Lunch Provided)
Afternoon Session 1 — 1:00–2:30
Physical Inventory – Freezing, Counting
and Updating inventory. Bar Code Scanners and importing counts
Inventory Inquiry – Stock Status, Drill downs, order
status
Inventory Reports – Reorder Report, Inventory Value,
Exceptions Report, Month End Costing Reports
Data Maintenance – Adjustments, Customer and Vendor Part
Numbers, Location Transfers, Active Status
Inventory Import – Importing new items, Modifying information
on existing items
Afternoon Session 2 — 2:45–4:30
Routings – Work Centers, Work Instructions,
Labor Standards, Labor & Overhead Rates
Bills of Material – Multiple Levels, Phantom Assemblies,
link to routing sequences
Default settings – Setup, Processing, ECO, Bin &
Warehouse Control
Tuesday October 13, 2009
Work Orders, Costing, & Shop Floor Planning & Control
Morning Session 1 — 8:00–10:00
Work Orders – Creating Work Orders, converting
from Sales Orders, Estimates, Multi–Date Work Orders, Shop paperwork
Material Issues – Single issue, Kits, List, Backflushing, Shortage Report
Labor Reporting – Labor part number, Time Card entry, Data Collection & Bar Code
Morning Session 2 — 10:15–12:00
Finished Production – Costing methods, Scrap
reporting, Backflushing Materials
Data Maintenance – Work Order Archive, Default Settings
Hand Held Scanners – Import & bar code options
Job Cost Reports – Detail and Summary Reports
Lunch Break 12:00–1:00 (Lunch Provided)
Afternoon Session 1 — 1:00–2:30
Estimating – Create Estimate, Quote, Convert to WO and SO. Costing parameters.
MRP – Forecast, MRP Parameters, Generate WO and PO
Scheduling – Finite, Infinite and Lead Time Scheduling options
Afternoon Session 2 — 2:45–4:30
RMA – Tracking and processing returns
Service & Repair – Time & Material Invoicing and tracking
Features & Options – Setup and Entry. Convert to Quote, SO, WO and PO
Wednesday October 14, 2009
Sales & AR, Purchasing & AP
Morning Session 1 — 8:00–10:00
Sales Order Entry – Orders and Quotes. Convert
Quote to Order.
Shipment Processing – Release Order, print Packing Slip
& Labels, Print & Post Invoice. Timing issues and the effect on COGS
Sales Reports – Open Order, Shipment Planning, Profit Analysis
Sales Commissions – Commission processing, reports, assignment
of Reps to accounts and orders
Data Maintenance – Pricing matrices, Default Settings
Morning Session 2 — 10:15–12:00
Commissions – Transfer commissions
Sales Analysis – Profitability reporting by Customer, Product, Sales Rep, etc.
Accounts Receivable – Customer and Sales Rep Setup, Defaults
Customer Payments – Payments, Deposits, application to orders or invoices, refunds, credit card processing
Reports – Aging, Statements, payment history
Contact Manager – Link to Customers; History records
Lunch Break 12:00–1:00 (Lunch Provided)
Afternoon Session 1 — 1:00–2:30
Purchase Order Entry – Purchase and Service Orders. Buy for stock or Work Order
PO Receiving – Receive to stock and QC. Make From processing. QC Buyoff and Rejections
Purchasing Reports – Open PO, Receivers, Received/Not Invoiced, Items in QC, On Time Delivery
Data Maintenance – Vendor Pricing, PO Archive, Default Settings
Afternoon Session 2 — 2:45–4:30
Accounts Payable – Vendor Setup, Default GL Accounts, Vendor Class
Enter Vendor Invoices – AP Vouchers, PO Invoices, Recurring Invoices, Templates
Process Payments – Pro–Forma Check Register, Print Checks, Manual Checks, Cash Disbursements, Credit Card processing
AP Reports – Aging, Payment History, Labels, Purchase History
Thursday October 15, 2009
Accounting, System Manager & Advanced Topics
Morning Session 1 — 8:00–10:00
GL Integration Overview – Selective posting, ties to other modules
Daily GL Processing – Batch Editing and posting
Month End Activity – Bank Reconciliation; Commission Processing; Invoicing; Journal Entries
Morning Session 2 — 10:15–12:00
GL & Subledger Reports – Month & Year End; Audit trail
Year End – Period Closing Dates; prior year entries
Financial Statements – Standard & Custom
Data Maintenance – Create GL Accounts, Default Settings
Payroll – Evo/DBA Payroll, CheckMark, EasyPay(Canada)
Lunch Break 12:00–1:00 (Lunch Provided)
Afternoon Session 1 — 1:00–2:30
Grids & Drill–Downs – Editing Grids, Establishing Links, Quick Grid Lookup
RTM Editing – Modify forms & reports, Add data fields
Security – Users & Passwords; Menu setup; Audit Trail
Afternoon Session 2 — 2:45–4:30
Backups and Safeguards – External Backups, Directory structure, Internal Evo–ERP Backup
Data Cleanup – Archiving, Purging and Consolidating data
Workstation Setup – Adding a workstation, tricks with Vista
Evo email Setup – SMTP Server, signature, default folder
Evo2Web & DBA2Web – Addon web browser access to data