Evo–ERP and DBA Classic
Training Session
Experienced Instruction – IS Tech Support training sessions are taught by Lynn Pantic, who has over 19 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.
TRAINING CLASS AGENDA
Day 1
Planning and Production
Registration & Introductions
Inventory Types – How different item types are processed;
when to use certain types
Reorder Reports and Shortages – Detail and Summary Reports,
BOM Availability
MRP – Forecast, MRP Parameters, Reports, Generate WO
and PO
Other Work Order and Purchase Order Creation Methods –
Convert from Sales Order to Work Order, Generate PO from Reorder Report, Convert
WO or SO to PO
Work Order Processing – Material Issue methods, Labor
Tracking, Outside Processing, Finished Production
Scheduling – Finite, Infinite, Lead Time, Manual and
Visual
Data Collection– Shifts, Shop Calendar, Bar Code Time
Clock
Bar Code Labels– Inventory, PO Receiving, Work Order
Hand Held Scanners – Material Issue, PO Receipt, Scan
& Ship, PI Tags
Warehouse Control – Multiple Bins, Multiple Warehouses,
Segregated Warehouses
Day 2
Follow the Money
Inventory Costing Methods – Average, Standard,
FIFO and LIFO
Inventory Types – How Costing is affected
Transaction Timing – The impact on costs
Book Value – What it is and how it can differ from innventory
balance
Unit of Measure Conversion– Affect on Costs
Finished Good and Subassembly Cost – How is it calculated
Physical Inventory Process – Type 1 versus Type 2, Cycle
Counting
Item Class and Warehouse Location – GL Account Posting
Control
Inventory to GL Reconciliations– Inventory Value, WIP,
PO/RNI
Job Cost Reports – Labor, Materals, Processing, Variance
Non-Calendar Fiscal Periods – Setting them up; changing
fiscal year
Posting Date Control– Open Period Start and End dates
Month End Procedures – Reconciling AR, AP and Cash
Year End Procedures – Retained and Current Earnings
Accounting Utilities– Recalculate Chart of Accounts,
Recalculate Retained Earnings
Day 3
Unravel the Mysteries
Update and Patch Installation – Update versus Patch - when
to install Workstation Setup – Local Network, Special considerations for Terminal Server or Citrix
User Menus and Security – Setting up permissions, Encrypted passwords
Data Maintenance – Archiving, Data Cleanup
Create or Delete Company – Setting up a test company
Backups – What and when to back up
RTM Editing – Adding Data fields and bar code; QR (2D) Bar Code
Grids and Drill Downs – Using and editing
Notes and Links – Enabling Notes and Links; Print Control
User Preferences – Save Personal and Systemwide settings; Hot Buttons
JDBC – Setup, Java security concerns
Import and Export – SQL Query Wizard, Standard and Generic Import.