DBA Manufacturing Training

Oakpointe Consulting LLC

Austin, TX
This class covers the DBA Next Generation software package from front to back.  The course material is oriented to take a logical
approach to the program, moving from initial data entry or import to inventory and BOM creation, setting up of costs and pricing,
quoting and order entry, manufacturing and MRP processes, and finally accounting for it all via  the General Ledger functions.  
Instruction will include features in the latest version of DBA Next Generation.  
Ample attention is also given to installation, networking, and database concerns.

Class sizes are kept small, creating an intimate environment where participants can work closely with the instructors, asking
questions and crafting solutions to actual scenarios or problems that they may be having in their own businesses.  Joint
instructors for the class are Matt Conroy and Robert Miller.  The cost of the two day class is $300 per person.  Hotel and Travel
expenses are not included.  The class runs from 8:30 AM to 5:30 PM, with an hour break for lunch

If you have questions or need additional information, please email us at admin@oakpointeconsulting.com.
Basic System Functionality

Grids
Screen Customizations
Additional Fields
Documents Setup
Email Functions
Forms Modification
Activity Notes

Implementation Strategy


Implement Manufacturing FIRST
Cutover to the full General Ledger/AP/Banking(timing)
Attend Training Classes
Master Configuration
Main Setup Options
System  Defaults
Opening List Configuration  
Job, Sales and Item Type/Category Setups
Manual Data Entry  
Data Import Options
Data Conversion from DBA Classic


BOM Creation

Methods
Configuration
Routings
Descriptors and Kitsets



Jobs & Manufacturing Strategy

Job Types & Screen Configuration
Project Jobs Overview
Make Jobs Overview


Item Pricing and Costing

Base Price Entry
Sales Price Matrix
Discount Codes
Price Codes
Contract Pricing
Overall Costing Methods – STD vs. ACT
Cost Rollups
Updating Item Costs and Prices
Supplier Pricing  
Purchasing and Job Planning

Buy for Job Planning
PO Entry , Receipt & Invoicing
PO’s Received Not Invoiced
Using “X-Refs”



MRP

MRP Logic
MRP settings
MRP Generation
Automatic PO & Job Creation

Sales Entry and Invoicing

SO Setup & Types
SO Entry
Various methods for shipment
Invoicing  
Commissions



Accounts Receivable

Misc. Income Entries
Recording Customer Payments



Accounts Payable

Expense Types
Payment Types
Bank Account Setup
AP (Non PO) Invoice Entry
AP Payments/Check Writing
Supplier Types and Entry




Accounting & General Ledger

GL Structure and COA
Accounting Periods
Mapping and Account Assignments
GL Batch Posting and Logic
General Journal Entries
Bank Account Reconciliation
GL Analysis and Reporting
Year End Procedures
DBA Manufacturing - Next Generation Training Overview