Evo–ERP and DBA Classic
Web Based Training Sessions
How it Works – We use WebEx for the training sessions. Once you register, you will get an email with a link and access password for the session(s) you have registered for and an access phone number for audio. You do not need to have DBA or Evo-ERP loaded; you will be watching a shared view of the instructor's computer. See a Sample Session. (Note: if you have never used Webex, the sample session will automatically download the Webex Player which you can also manually download and install from the Webex website.)
You can log in from your office computer or set up a computer in a conference room for multiple participants. You can access the audio either by calling the phone number provided or using VOIP and the speakers and microphone on the computer. If this is your first session and you want to test it, email us and we can set up a test session to verify all the settings ahead of time. Registered attendees will also have access to the recorded sessions for future playback as refreshers, to clarify a topic, or to share with other employees.
Convenient Short Sessions – Each session will be scheduled for 2 hours or less and will be recorded. No travel expense and no need to be out of the office for days at a time. Recorded sessions will be split into topic specific chapters for ease of retrieval and convenient playback.
DBA Classic (all versions) and Evo~ERP – Training classes will focus on the core 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. Special sessions will also be offered covering new features such as Bar Code Data Collection, Evo Grids and User Defined fields and functions.
Experienced Instruction – IS Tech Support training sessions are taught by Lynn Pantic, who has over 13 years experience teaching and supporting DBA Classic Manufacturing and Evo–ERP
What it Costs - Price per module is $300 if registered individually, $275 each to register for 5 or more, or $250 each to register for the complete suite. Registration includes a link to attend the original session (if it has not yet occurred) plus a web link to view the recorded session for 1 year from date of the class or date of registration, whichever is later. Registration is per company, not per employee so once registered, different employees can attend and view different sessions as applicable to their job responsibilities.
Click Here to Register - Sign up early; space in the live session is limited.
Session Schedule
Module 1 - Inventory – Setting it up, Managing it, and Tracking Costs
Session 1 March 1— 9:00–10:30 AM PST
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, planning and costs.
Default settings – Setup, Processing, ECO
Session 2 March 3 — 12:00–1:30 PM PST
Inventory Inquiry – Stock Status, Drill
downs, order status
Costing Methods – Average, LIFO, FIFO & Standard.
Book Value versus actual on hand inventory.
Inventory Reports – Reorder Report, Inventory Value,
Exceptions Report, Month End Costing Reports
Session 3 March 5 — 8:00–9:30 AM PST
Physical Inventory – Freezing, Counting
and Updating inventory. Bar Code Scanners and importing counts
Warehouse & Bin Control – Multiple Bins per item;
Quantity per bin by Warehouse; Selective Bin Control
Data Maintenance – Adjustments, Customer and Vendor Part
Numbers, Location Transfers, Active Status
Inventory Import – Importing new items, Modifying information
on existing items
Module 2 - Routings, BOMs and Estimating
Session 1 March 8 — 9:30–10:30 AM PST
Routings – Work Centers, Work Instructions, Labor Standards, Labor & Overhead Rates
Session 2 March 10 — 12:30 –1:30 PM PST
Bills of Material – Multiple Levels, Phantom Assemblies, link to routing sequences
Session 3 March 12 — 8:00–9:00 AM PST
Estimating – Create Estimate, Quote, Convert to WO and SO. Costing parameters.
Module 3 - Work Orders & Job Cost Reporting
Session 1 March 15 — 9:00–11:00 AM PDT
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
Session 2 March 17— 12:00–1:30 PM PDT
Finished Production – Costing methods, Scrap
reporting, Backflushing Materials
Data Maintenance – Work Order Archive, Default Settings
Session 3 March 19 - 8:00 - 9:00 AM PDT
Job Cost Reports – Detail and Summary Reports
Module 4 - Planning
Session 1 March 22— 9:30–10:30 AM PDT
MRP – Forecast, MRP Parameters
Reports & Orders – Order Action Report, Generate
WO and PO
Session 2 March 24 -12:30 - 1:30 PM PDT
Finite Scheduling – Critical Ratio, Parent/Child
Work Centers
Infinite Scheduling – Queue Times, Reports
Lead Time Scheduling – Forward & Backward Scheduling,
Generate Lead Times
Module 5 - RMA and Service/Repair
Session 1 March 26 — 8:00–9:30 AM PDT
RMA – Tracking and processing returns, Dispositions
Service & Repair – Time & Material Invoicing
and tracking
Module 6 - Sales and Commissions
Session 1 March 29 - 9:00 - 10:30 AM PDT
Sales Order Entry – Orders and Quotes. Convert
Quote to Order. Order Entry
Shipment Processing – Release Order, print Packing Slip
& Labels, Print & Post Invoice. Timing issues and the effect on COGS
Sales Reports – Open Order, Shipment Planning
Session 2 March 31— 12:30 –1:30 PM PDT
Sales Commissions – Commission processing,
reports, assignment of Reps to accounts and orders
Commissions – Transfer commissions
Sales Analysis – Profitability reporting by Customer,
Product, Sales Rep, etc.
Data Maintenance – Pricing matrices, Default Settings
Module 7 - Purchasing
Session 1 April 2— 8:00–9:30 AM PDT
Purchase Order Entry – Purchase and Service
Orders. Buy for stock or Work Order. Conversion Factors
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
Module 8 - Accounts Payable & Receivable
Session 1 April 5 — 9:30–10:30 AM PDT
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
Session 2 April 7- 12:30 - 1:30 PM PDT
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
Module 9 - Accounting & Payroll
Session 1 April 9 — 9:30–10:30 AM PDT
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
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
Session 2 April 12- 12:30 - 1:30 PM PDT
Payroll – Evo/DBA Payroll
Module 10 - Administrative Topics
Session 1 April 14 - 9:00 - 10:30 AM PDT
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
Session 2 April 16 — 12:00 - 1:30 PM PDT
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 & Windows 7
Evo email Setup – SMTP Server, signature, default folder
Module 11 - Data Collection & Bar Code
Session 1April 19 - 9:00 - 10:30`AM PDT
Data Collection– Bar Code Scanners, Hand
Held units, Label printing
HH Programs– Material Issue, PO Receiving, Shipping
Paperless Shop Floor– Linked Documents, Test Requirements
Module 12 - Features & Options
Session 1 April 21 - 12:30 - 1:30 PM PDT
Features & Options – Setup and Entry. Convert to
Quote, SO, WO and PO