Monday February 23, 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
Afternoon
Session 2
2:45-4:30
Data Maintenance - Adjustments,
Customer and Vendor Part Numbers, Location Transfers,
Active Status
Inventory Import - Importing new
items, Modifying information on existing items
Default settings - Setup, Processing,
ECO, Bin & Warehouse Control
Tuesday
February 24, 2009
Work Orders, Costing, & Shop Floor Planning &
Control
Morning
Session 1
8:00-10:00
Routings
- Work Centers, Work Instructions, Labor
Standards, Labor & Overhead Rates
Bills of Material - Multiple Levels, Phantom
Assemblies, link to routing sequences
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
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
February 25, 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
February 26, 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 2.1
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
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