Evo–ERP and DBA Classic
Web Based Tutorials
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 15 years experience teaching and supporting DBA Classic Manufacturing and Evo–ERP
What it Costs - Pricing for the full library is based on your company DBA/Evo-ERP total user count. Cost is $250 per user up to a maximum of $2500 and is a permanent subscription to the library so once registered, you will be able to participate in future sessions and request additional sessions on topics you would like addressed in more detail. Registration includes a link to attend the original session (if it has not yet occurred) plus a web link to view the recorded session. Registration is per company, not per employee so once registered, different employees can attend and view different sessions as applicable to their job responsibilities. Individual modules can also be purchased - contact us for pricing
Scheduled Sessions
All times are Pacific Standard Time and session completion times are approximate. Schedule subject to change. All sessions will be posted online and made available to Training Library Subscribers.
Module 1 - Inventory – Setting it up, Managing it, and Tracking Costs
Session 1 - January 27, 2014 10:00 - 11:30 AM
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 - January 29, 2014 - 9:00 - 10:30 AM
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
Inventory Triggers – Setting up and using Triggers and
Alerts
Session 3 - January 31, 2014 - 12:00 - 1:00 PM
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- February 3, 2014 - 10:00 - 11:00 AM
Routings – Work Centers, Work Instructions,
Labor Standards, Labor & Overhead Rates
Bills of Material – Multiple Levels, Phantom Assemblies,
link to routing sequences
Session 1- February 5, 2014 - 9:00 - 10:00 AM
Estimating – Create Estimate, Quote, Convert to WO and SO. Costing parameters. Separate Inventory dayabase and multiple BOMs and Routings per item
Module 3 - Work Orders & Job Cost Reporting
Session 1 - February 7, 2014 - 12:00 - 1:30 PM
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 - February 10 - 10:00 - 11:30 AM
Finished Production – Costing methods, Scrap
reporting, Backflushing Materials
Data Maintenance – Work Order Archive, Default Settings
Job Cost Reports – Detail and Summary Reports
Module 4 - Planning
Session 1 - February 12 - 9:00 - 10:00 AM
Inventory Control – Reorrder Reports, BOM
Availability Tree
MRP – Forecast, MRP Parameters
Reports & Orders – Order Action Report, Generate
WO and PO
Session 2 - February 14 - 12:00 - 1:00 PM
Finite Scheduling – Critical Ratio, Parent/Child
Work Centers
Infinite Scheduling – Queue Times, Reports
Lead Time Scheduling – Forward & Backward Scheduling,
Generate Lead Times
Visual Scheduling – Drag & Drop. Work Order and Work
Center Scheduling
Module 5 - RMA and Service/Repair
Session 1 February 18, 2014 10:00 - 11:00 AM
RMA – Tracking and processing returns, Dispositions
Service & Repair – Time & Material Invoicing
and tracking
Module 6 - Sales and Commissions
Session 1 - February 19, 2014 9:00 - 10:30 AM
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, Charts and graphs
Session 2 - February 21, 2014 12:00 - 1:00 PM
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 - February 24, 2014 10:00 - 11:00 AM
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 - February 26, 2014 9:00 - 10:00 AM
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 - February 28, 2014 12:00 - 1:00 PM
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; Notes, Reminders
Module 9 - Accounting & Payroll
Session 1 - March 3, 2014 10:00 - 11:30
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, Business Status
Year End – Period Closing Dates; prior year entries
Financial Statements – Standard & Custom
Data Maintenance – Create GL Accounts, Default Settings
Session 2 - March 5, 2014 9:00 - 10:00
Payroll – Evo/DBA Payroll
Module 10 - Administrative Topics
Session 1 - March 7 12:00 - 1:30 PM
Grids & Drill–Downs – Editing
Grids, Establishing Links, Quick Grid Lookup
RTM Editing – Modify forms & reports, Add data fields
Session 2 - March 10, 2014 10:00 - 11:30 AM
Security – Users & Passwords; Menu setup;
Audit Trail
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
Program Updates – Check for Patches, System updates
Module 11 - Data Collection & Bar Code
Session 1 - March 12, 2014 9:00 - 10:00 AM
Data Collection– Bar Code Scanners, Hand
Held units, Label printing
HH Programs– Material Issue, PO Receiving, Shipping
Paperless Shop Floor– Linked Documents, Test Requirements
2D Bar Codes– Sales Documents, Labels
Module 12 - Features & Options
Session 1- March 14, 2104 12:00 - 1:00 pm
Features & Options – Setup and Entry.
Convert to Quote, SO, WO and PO