Oakpointe Consulting LLC.
Oakpointe Consulting
Providing ERP advice and solutions to Small Business
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    Video Training Course

    This course is designed with those who cannot devote 2-3 days of their time to our personalized on-site training.  The course will
    consist
    of 11 individual workshops encompassing all aspects of the software.

    We’ll take you from basic system functionality through devising an implementation strategy, importing or converting your data, to the
    details of  BOMs, Sales Orders, Jobs and all related accounting functions.  The recordings are done in the Windows AVI & WMV file
    formats and, once downloaded, can be easily viewed with the Windows Media Player and most other mainstream video players. The
    entire university package is priced at $160, which is a great value for over nine (9) hours of recorded material. Once you purchase the
    set, you will receive a link and special password to the website, where you can download the available classes at your convenience.
    All of the sessions are recorded in the new Version 3.0 format, and it’s a great way to learn the software on your schedule, and at your
    pace. To view the class roster and listen to a sample recording, please visit our website.
View Sample Video
 


If you have already purchased the videos, you may
proceed to the Video Training download area.  If
you have purchased the videos, but do not have
your username and password, please email us.
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Workshop Topics
Details
    System Overview and Implementation

  • Modules and Key System Functions
  • Available Customizations
  • Master Configurations
  • Main Setup Options
  • System  Defaults
  • Setting Up Forms
  • Implementation Strategy and Timeline
  • Integration with Accounting
    Data Import

  • Configuration
  • Job, Sales and Item Type/Category Setups
  • Manual Data Entry
  • Data Import Options
  • Data Prep and Formatting
    DBA Classic to Next Gen Conversion

  • Provides Step-by-Step instruction for DBA Classic users
  • DBA Classic Database Preparation and Cleanup
  • Downloading and Installing the Utility
  • Troubleshooting any errors or data exceptions
    Bills of Material

  • Methods
  • Configuration
  • Routings
  • Descriptors and Kitsets
  • Std. Cost Entry and Rollups
    Item Pricing & 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
    Item Characteristics

  • Introduces and Explains Item Characteristics
  • Applying Characteristics to Items
  • Using Characteristics for Serial  and Lot Control
  • Bin Locations
  • Tracking Cost and Units on hand by Characteristic
    Sales Order Entry and Invoicing

  • SO Setup & Types
  • SO Entry
  • Shipment Methods and Invoicing
  • Commissions
  • Job Types & Screen Configuration
  • Make Jobs Overview
  • Service Jobs Overview
  • Material and Labor Issue
  • Closing and Costing Jobs
  • Linking Jobs to SOs
    Jobs and Manufacturing Overview

  • Covers the Entire Manufacturing Process from start to finish
  • Job Creation
  • BOMs and Routings
  • Job Types & Screen Configuration
  • Make Jobs Overview
  • Service Jobs Overview
  • Material and Labor Issue
  • Closing and Costing Jobs
  • Linking Jobs to SOs
    Purchasing, Job Planning & MRP

  • Buy-for-Job Planning
  • PO Entry , Receipt & Invoicing
  • PO’s Received Not Invoiced
  • Using “X-Refs”
  • MRP Logic & Settings
  • MRP Generation
  • Automatic PO & Job Creation
    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
 
  
 
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