Welcome to ISTechSupport.com :: Friday, February 23rd, 2018

Evo–ERP and DBA Classic

Web Based Training Library and New Sessions

How it Works – We use WebEx for the training sessions. Once you register, you will get an email with an access password for all of the recorded sessions in the training library. 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 will have access to all the previously recorded sessions and will be invited to participate in new sessions to introduce new programs and features or demonstrate a different approach to a prior session in the library. We currently have a library of 60+ separate recordings covering all aspects of the DBA Classic and Evo-ERP software and will continue to add to the library as programs are updated and features added.

Request a Special Session – Subscribers to the library will be able to request new sessions on topics they would like to be addressed that are specific to their industry or procedures or perhaps to cover a previously presented topic in more depth or to answer questions not previously addressed. You can request a session on a topic using the standard DBA/Evo test company or you can request a private session using your own test company and your data. All sessions will be recorded and made available to other subscribers unless a session is presented using proprietary company data rather than the standard DBA/Evo test company.

Convenient Short Sessions – Each live 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 are split into topic specific chapters for ease of retrieval and convenient playback.

DBA Classic (all versions) and Evo~ERP – Training classes 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 are available 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 - Full access to the complete Training Library including all modules is based on your DBA/Evo user count license. For 1-9 users, the cost is $250 per user. If your total user count is 10 or more, the cost is $2500. Payments can be split into a monthly subscription for 1 year. Once the original subscription is paid, the subscription is permanent and renews automatically at no charge. If you would like a subscription to only certain modules rather than the complete library, email us for a quote.

Click Here to Subscribe

Session Listing

Module 1 - Inventory – Setting it up, Managing it, and Tracking Costs

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
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
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

Routings – Work Centers, Work Instructions, Labor Standards, Labor & Overhead Rates
Bills of Material – Multiple Levels, Phantom Assemblies, link to routing sequences
Estimating – Create Estimate, Quote, Convert to WO and SO. Costing parameters.

Module 3 - Work Orders & Job Cost Reporting

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
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

MRP – Forecast, MRP Parameters
Reports & Orders – Order Action Report, Generate WO and PO
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

RMA – Tracking and processing returns, Dispositions
Service & Repair – Time & Material Invoicing and tracking

Module 6 - Sales and Commissions

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
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

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

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
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

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
Payroll – Evo/DBA Payroll

Module 10 - Administrative Topics

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
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 Cod

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

Features & Options – Setup and Entry. Convert to Quote, SO, WO and PO