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.
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