IS Tech Support Help for Evo-ERP & DBA Classic

Contents | Index 

• System Overview
  • Evo-ERP & DBA Classic Help File
  • Evo-ERP and DBA Classic Help File
  • Installation
  • Using Terminal Server and Citrix
  • Setting up Printing
  • Workstation Setup Program - DBA Classic
  • Using Multiple Companies
  • ODBC Data Connection
  • SEQUENCE OF EVENTS
  • IMPORTANT TIMES
  • Archiving or Purging Old Data
  • MONTH END ACCOUNTING
  • File Names
    • FILE NAMES
    • GRAPHICAL PRINT LAYOUTS (*.RTM'S)
• Manufacturing
  • Work Orders
    • WORK ORDERS
    • WO-A  Enter Work Orders
    • WO-B  Release Work Orders
    • WO-C  Print Travelers
    • WO-D  Print Pick Lists
    • WO-E  Print Labor Cards/Labels
    • WO-F  Enter Labor
    • WO-G  Issue Materials
    • WO-H  Enter Misc/Extra Costs
    • WO-I  Enter Finished Production
    • WO-J  Close/Cancel Orders
    • WO-K-A  Enter Work Order Routings
    • WO-K-B  Enter Work Order Bills of Material
    • WO-K-C  Create Multi-Date Work Orders
    • WO-K-D  Create Multi-Assy Work Orders
    • WO-K-E  Swap Substitute Parts
    • WO-K-F  Edit Sequence Started/Finished Dates
    • WO-K-G Recalculate Projected Hours
    • WO-K-H Recalculate Work Order Costs
    • WO-K-I Print Linked Documents
    • WO-K-J Synchronize Work Order to Master BOM & Routing (Evo-ERP only)
    • WO-K-K Edit Posted DC Labor
    • WO-L-A  Print Work Order Status
    • WO-L-B  Print Work Order Schedule
    • WO-L-C  Print Work Center Backlog
    • WO-L-D  Print Projected Shipments
    • WO-L-E  Print/Post Labor to Payroll
    • WO-L-F  Print Work Order Shortages
    • WO-L-G  Print Work Center by Key Component
    • WO-L-H Print Projected vs Estimated  Hours
    • WO-L-I Print Allocations
    • WO-M  Batch Labor Entry
    • WO-N  Post Labor Batches
    • WO-O Post Material Transactions
    • WO-P Batch Finished Production
    • WO-Q Work Order Inquiry
    • WO-R Work Order Defaults
    • WO-S Print Work Order Labels
  • Job Costing
    • JOB COSTING
    • JC-A  Print Job Cost Report
    • JC-B  Print Profit Projection
    • JC-C  Print Labor Transactions
    • JC-D  Print Overhead Transactions
    • JC-E  Print Material Issues
    • JC-F  Print Outside Purchases
    • JC-G  Print Labor Efficiency
    • JC-H  Print Work Order History
    • JC-I  Print Production by Work Center
    • JC-J  Print Production by Machine
    • JC-K  Print Production by Tool
    • JC-L  Print Job Cost Summary
    • JC-M  Print WIP Summary
    • JC-N  Print WIP Percent Completion
    • JC-O  Print Standard Labor Hours
    • JC-P  Print Materials in WIP
    • JC-Q Print Work Order Receipts
    • JC-R Print Multi-Level Job Cost
  • Purchase Orders
    • PURCHASE ORDERS
    • PO-A  Enter Purchase Orders
    • PO-B  Print Purchase Orders
    • PO-C  Receive Purchase Orders
    • PO-D  View PO Receivers
    • PO-E  Enter/Print RFQ's
    • PO-F  Enter Verbal RFQ's
    • PO-G  Convert RFQ's
    • PO-H  Enter Vendor Prices
    • PO-I-A  Print Open Purchase Orders Listing
    • PO-I-B  Print Closed Purchase Orders Listing
    • PO-I-C  Print RFQ Status
    • PO-I-D  Print Vendor Prices
    • PO-I-E  Print Receiving Report
    • PO-I-F  Print Received not Invoiced
    • PO-I-H  Vendor Performance Report
    • PO-J-A  Print Receipt Travelers
    • PO-J-B  Print Inventory in QC
    • PO-J-C  Enter Inspection Buyoffs
    • PO-K  Close Purchase Orders
    • PO-L  Assign Vendors to Items
    • PO-M Purchase Order Inquiry
    • PO-N Reconcile PO Invoices
    • PO-P View Vendor Information
    • PO-Q Maintain PO Delivery Dates
    • PO-R Print Receiving Slip (Evo-ERP)
    • PO-T Digitally Sign Purchase Order
  • Material Requirements
    • Material Requirements
    • MR-A  Enter Forecast
    • MR-B  Print Forecast
    • MR-C  Reset Forecast
    • MR-D  Enter MRP Parameters
    • MR-E  Print MRP Parameters
    • MR-F  Generate Material Requirements
    • MR-G  Print Material Requirements
    • MR-H  Print Order Action Report
    • MR-I  Generate Work Orders
    • MR-J  Generate Purchase Orders
    • MR-K  Generate RFQ's
    • MR-L  Print Planned Orders Report
  • Scheduling
    • SCHEDULING
    • How Finite Scheduling Works
    • How Infinite Scheduling Works
    • How Lead Time Scheduling Works
    • How Manual Scheduling Works
    • SH-A  Edit WO Start/Finish/Due Dates
    • SH-B  Manually Schedule Work Orders
    • SH-C  Manually Schedule Work Centers
    • SH-D  Manually Schedule Machines
    • SH-E  Finite Scheduling
    • SH-F  Infinite Scheduling
    • SH-G  Print Work Order Schedule
    • SH-H  Print Work Order Status
    • SH-I  Print Work Center Schedule
    • SH-J  Print Machine Schedule
    • SH-K  View Work Center Load (DBA CLassic)
    • SCH-K View Work Center Load (Evo-ERP)
    • SH-L  Print Work Center Load
    • SH-M  Lead Time Estimator
    • SH-N  Generate Lead Times
    • SH-O  Finite Schedule Bucket Report
    • SH-P Lead Time Scheduling
    • SH-R Work Center Scheduler
  • Data Collection
    • DATA COLLECTION
    • DC-A  Enter Labor/Production
    • DC-B  Enter Production Only
    • DC-C  Enter Labor Only
    • DC-D  Print Labor Status
    • DC-E  Print Labor Tickets
    • DC-F  Print Employee Tickets
    • DC-G  Edit Labor Transactions
    • DC-H  Post Labor Transactions
    • DC-I  Work Order Inquiry
  • Estimating
    • Estimating (Evo-ERP)
    • ESTIMATING (DBA CLassic)
    • Estimating Files (Evo-ERP)
    • Estimating Cost Files & Defaults (DBA Classic)
    • ES-A Enter Estimates (Evo-ERP)
    • ES-A  Enter Estimates
    • ES-B Print Customer Quote (Evo-ERP)
    • ES-B  Print Estimates
    • ES-C Print Internal Estimate Sheet (Evo-ERP)
    • ES-C  Enter Quote Templates
    • ES-D Quick Estimate (Evo-ERP)
    • ES-D  Print Customer Quotes
    • ES-E  Convert Estimates
    • ES-E Convert Estimates (Evo-ERP)
    • ES-F  Copy Estimates
    • ES-G  Print Estimate Listing
    • ES-H  Enter Material Costs
    • ES-I  Print Material Costs
• Items
  • Inventory
    • INVENTORY
    • How to Use Standard Costs
    • How to Use Multiple Locations
    • How to Use Approved Vendors and Manufacturers
    • Inventory Links
    • IN-A  Inventory Inquiry
    • IN-B  Enter Inventory
    • IN-C  Enter Inventory Adjustments
    • IN-D  Print Reorder Report
    • IN-E  Print Inventory Transactions
    • IN-F  Print Inventory Value
    • IN-G  Print Inventory Labels
    • IN-H  Print Inventory Listing
    • reating an estimate is similar to
    • IN-J  Print Physical Check
    • IN-K  Adjust Physical Levels
    • IN-L-A  Enter Standard Costs
    • IN-L-B  Enter/Assign Locations
    • IN-L-C  Enter Customer Cross-Reference
    • IN-L-D  Print Customer Cross-Reference
    • IN-L-E  Update Material Standard Costs
    • IN-L-F  Enter Material Dimensions
    • IN-L-G  Print Material Dimensions
    • IN-L-H  Edit FIFO/LIFO Buckets
    • IN-L-I  Change Costing Method
    • IN-L-J  Transfer Inventory
    • IN-L-K Inventory Exception Report
    • IN-L-L BOM Report
    • IN-L-M Batch Location Transfer
    • IN-L-N Copy Item
    • IN-L-O Inventory Utility
    • IN-L-P Image Link Utility
    • IN-L-Q Enter Inspection/Test Procedure Codes
    • IN-L-R Intercompany Inventory Transfer
    • IN-L-S Rebuild Stock Status
    • IN-L-T Reset Cycle Code
    • IN-M Summary Reorder Report
    • IN-N-A Print Month End Inventory Costing
    • IN-N-B  Print Shipments Costing
    • IN-N-C  Print Closed Work Orders Costing
    • IN-N-D Print Inventory to GL Exceptions
    • IN-O User Defined Inventory Transactions
    • IN-P Print Inventory Usage
    • IN-Q Print Labels with Lot/Serial Info
  • Routings
    • ROUTINGS
    • RO-A  Enter Routings
    • RO-B  Print/Rollup Routings Costs
    • RO-C  Enter Work Centers
    • RO-D  Enter Machines
    • RO-E  Enter Tools
    • RO-F  Enter QC Codes
    • RO-G  Enter Scrap Codes
    • RO-H  Enter Departments
    • RO-I  Enter Operation Templates
    • RO-J-A  Print Routings
    • RO-J-B  Print Work Centers
    • RO-J-C  Print Machines
    • RO-J-D  Print Tools
    • RO-J-E  Print QC Codes
    • RO-J-F  Print Scrap Codes
    • RO-J-G  Print Departments
    • RO-J-H  Print Operation Templates
    • RO-K  Enter Specifications Templates
    • RO-L  Enter Sequence Print Control
    • RO-M Enter Testing Method
    • RO-N Enter Test Requirements
  • Bills of Material
    • BILLS OF MATERIAL
    • BM-A  Enter Bills of Material
    • BM-B  Print Bills of Material
    • BM-C  Print Where Used
    • BM-D  Print BOM Availability
    • BM-E  Global Replace
    • BM-F  Global Delete
    • BM-G  Print/Rollup Standard Costs
    • BM-H  Print BOM at Average Cost
    • BM-I  Print Summarized BOM
    • BM-J  Enter Approved Substitutes
    • BM-K  Enter Approved Vendors
    • BM-L  Enter Approved Manufacturers
    • BM-N (Java) BOM Availability Tree
  • Lot Control
    • Lot Control
    • How to Use Lot Control
    • LC-A  Edit Lot File
    • LC-B  Assign Lot Control
    • LC-C  Print Lot Availability
    • LC-D  Print Lot History
    • LC-E Lot Control On Hand Report
    • LC-F Lot Traceability Report
  • Serial Control
    • SERIAL CONTROL
    • How to Use Serial Control
    • SC-A  Edit Serial File
    • SC-B  Assign Serial Control
    • SC-C  Print Serial Availability
    • SC-D  Print Serial History
    • SC-E Archive Serial History
    • SC-F Serial Number exception Report
    • SC-G Enter Serial Generation Parameters
  • Features & Options
    • FEATURES & OPTIONS
    • Setting up Features & Options
    • Using Features & Options in Sales Orders
    • Using Features & Options in Sales Orders (Evo-ERP)
    • FEATURES & OPTIONS in Evo-ERP
    • FO-A  Enter Features and Options
    • FO-B  Print Features and Options
    • FO-C  Enter Option Prices
    • FO-D  Print Option Prices
    • FO-E  Print Option Where Used
    • FO-G Configure item (Evo-ERP)
  • Physical Inventory
    • PHYSICAL INVENTORY
    • PI-A  Capture Frozen Inventory
    • PI-B  Frozen Inventory Report
    • PI-C  Enter Tag Counts
    • PI-D  Print Missing Tags
    • PI-E  Edit Frozen Inventory Costs
    • PI-F  Physical Inventory Report
    • PI-G  Update Actual Inventory
    • PI-H  Purge Physical Inventory
  • Warehouse Control
    • WAREHOUSE CONTROL
    • WC-A Enter Warehouse Bin Locations
    • WC-B Assign Warehouse Control
    • WC-C Assign Bin Locations to Items
    • WC-E Print Bin Inventory Listing
    • WC-F Warehouse Control Exceptions Report
• Sales
  • Sales Orders
    • SALES ORDERS
    • Using a Sales Order System
    • SO-A  Enter Sales Orders
    • SO-B  Print Acknowledgements
    • SO-C  Print Packing Slips
    • SO-D  Print Shipping Labels
    • SO-E  Release Sales Orders
    • SO-F  Print Invoices
    • SO-G  Post Invoices
    • SO-H  Display Invoice History
    • SO-I  Customer Service Inquiry
    • SO-J  Enter Recurring Sales Orders
    • SO-K  Generate Recurring Sales Orders
    • SO-L  Enter/Print Note Templates
    • SO-M  Print Templates on Forms
    • SO-N  Convert Sales Orders to Work Orders
    • SO-O-A  Print Open Sales Order Listing
    • SO-O-B  Print Backorder Listing
    • SO-O-C  Reprint Invoice
    • SO-O-D  Print Commissions by Sales Order
    • SO-O-E  Print Shipping Schedule
    • SO-O-F  Print Available to Ship
    • SO-O-G  Print Sales Order/Work Order Schedule
    • SO-O-H  Print Invoice Listing
    • SO-O-I  Print Released Sales Orders
    • SO-O-J Print User-Defined Detail
    • SO-O-K Print User Defined Summary
    • SO-O-M Print Changes to sales Orders
    • SO-O-N Print OnTime Shipping Report
    • SO-P-A  Enter Sales Quotations
    • SO-P-B  Print Sales Quotations
    • SO-P-C  Convert Sales Quotations
    • SO-P-D Sales Quotation Detail Report
    • SO-P-E Sales Quotation Summary Report
    • SO-P-I Enter Freight & Tracking #
    • SO-P-J Post Shipped Items
    • SO-Q-A  Enter Base Prices
    • SO-Q-B  Print Base Prices
    • SO-Q-C  Global Price Change
    • SO-Q-D Enter Price Codes
    • SO-Q-E  Print Price Codes
    • SO-Q-F  Enter Discount Codes
    • SO-Q-G  Print Discount Codes
    • SO-Q-H  Enter Contract Prices
    • SO-Q-I  Print Contract Prices
    • SO-Q-J  Generate Base Prices
    • SO-R  Void Invoice
    • SO-S Mass Release Sales Orders
    • SO-T View Sales Orders
  • Service and Repair
    • SERVICE AND REPAIR
    • How to Use Service and Repair
    • SR-A Enter Service/Repair Order
    • SR-B Print Service/Repair Order
    • SR-C Convert S/R Order to Work Order
    • SR-D Print S/R Packing Slip
    • SR-E Release S/R Order
    • SR-F Print S/R Invoice
    • SR-G Post S/R Invoice
  • RMA
    • RMA
    • How to Use RMA
    • RM-A Enter RMA
    • RM-B Print RMA
    • RM-C Receive RMA
    • RM-D Disposition RMA
    • RM-E Enter RMA Return Codes
  • Sales Analysis
    • SALES ANALYSIS
    • SA-A  Print Daily Sales/Bookings
    • SA-B  Print Profit by Invoice
    • SA-C  Print Customer Detail
    • SA-D  Print Customer Summary
    • SA-E  Print Customer Class Detail
    • SA-F-A (Java) Profit by Invoice
    • SA-F-A (Java) Profit by Invoice
    • SA-F-B (Java) Customer Detail/Summary
    • SA-F-C (Java) Salesperson Summary
    • SA-F-D (Java) Item Sales Analysis
    • SA-G  Print Customer Class Summary
    • SA-H  Print Salesperson Detail
    • SA-I  Print Salesperson Summary
    • SA-J  Print Inventory Detail
    • SA-L  Print Product Class
    • SA-M  Print User-Defined Detail
    • SA-N  Print User-Defined Summary
    • SA-O Top Customer Report
    • SA-P Print Sales Report
  • Sales Commissions
    • SALES COMMISSIONS
    • EXTENDED COMMISSIONS
    • CS-A  Enter Salespersons
    • CS-B  View Salespersons Info
    • CS-C  Print Salespersons Info
    • CS-D  Transfer Sales Commissions
    • CS-E  Print Commission Detail
    • CS-F  Print Commission Summary
    • CS-G Enter Sales Rep Links
    • CS-H Import Sales Rep Links
    • CS-K  Enter Price Code Commissions
    • CS-L  Print Price Code Commissions
    • CS-M  Enter Contract Commissions
    • CS-N  Print Contract Commissions
    • CS-O  Print Commissions Earned Detail
    • CS-P  Print Commissions Due Summary
    • CS-Q Commission Year End Routine
  • Contact Manager
    • CONTACT MANAGER
    • Contact Manager Setup
    • CM-A7  Enter Contact Accounts (Evo-ERP)
    • CM-A Enter Accounts (DBA Classic)
    • CM-B-A  Print Account Info
    • CM-B-B  Print Accounts Listing
    • CM-B-C  Print Account Follow-up
    • CM-B-D  Print Mailing Labels
    • CM-B-E  Print Single Label
    • CM-B-F  Print Account History
    • CM-B-G  Print Calls by Account
    • CM-B-H  Print Calls by Rep
    • CM-B-I  Print Form Letters
    • CM-B-J  Print Telephone Listing
    • CM-C  Download Account Info
    • CM-D  Upload Account Info
    • CM-E  Enter Vendors
    • CM-F-A  Print Vendor Info
    • CM-F-B  Print Vendor Listing
    • CM-F-C  Print Vendor Follow-up
    • CM-F-D  Print Vendor History
    • CM-F-E  Print Single Label
    • CM-G  Enter Personal Contacts
    • CM-H-A  Print Personal Contacts
    • CM-H-B  Print Personal Contact Follow-up
    • CM-H-C  Print Personal Contact History
    • CM-H-D  Print Single Label
    • CM-J  Change Account Codes
    • CM-K  Add Customers to Account File
    • CM-L  Enter Form Letters
  • Accounts Receivable
    • ACCOUNTS RECEIVABLE
    • AR-A Enter Customers
    • AR-B Enter Vouchers
    • AR-C Record Payments
    • AR-D  Charge Interest on Invoices
    • AR-E  Print Statements
    • AR-F  Print Aging
    • AR-G  Print Customer Code and Name
    • AR-H  Print Customer General Info
    • AR-I  Print Customer Mail Labels
    • AR-K  Print Sales Tax Report
    • AR-L  Transfer Sales Taxes
    • AR-M  Enter Customer Refund
    • AR-N  Enter/Print Sales Order Deposits
    • AR-P  Generate Dun Letters
    • AR-Q View Customer Information
    • AR-R  Print AR Payment History
    • AR-S  Accounts Receivable Defaults
    • AR-T Credit Card Info
  • Contract Review
    • Contract Review
    • CR-A Assign Departments to Sales Order
    • CR-B View/Enter SO Approvals
• Queries & Reports
  • Queries
    • QUERIES AND REPORTS
    • QU-A Master Inquiry
    • QU-B Calendar Drill Down
    • QU-C Calendar Summary Report
    • QU-D Business Status
    • QU-E Quick Grid Lookup
  • Setup Queries & Reports
    • SU-B Maintain Drill Down Menus
    • SU-A Maintain Grid Lookups
    • SU-C Forms Editor
    • SU-D Grid Maintenance
• Hand Held Data Collection
  • Hand Held Data Collection
  • How to Use Paperless Shop Floor Tracking
  • HH-A Scan & Ship
  • HH-B Print Bar Code Labels
  • HH-C Issue Materials
  • HH-D Enter Finished Production
  • HH-E Enter PI Tag Counts
  • HH-F Enter Labor
  • HH-G Receive Purchase Order
  • HH-H Enter Shipping Information
  • HH-I Paperless Shop Floor Tracking
  • HH-J  Print Work Order Label
  • HH-K Transfer Inventory
  • HH-L Multi-user Paperless Shop Floor
• System Manager
  • Utilities
    • UTILITIES
    • UT-A  Run a DBA Program
    • UT-B  Run a Non-DBA Program
    • UT-C  Re-Index File
    • UT-D  Edit Data Location File
    • UT-E  Set System Configuration
    • UT-F  Assign Printer Fonts/Margins
    • UT-G  Enter Graphical Print Settings
    • UT-H  Print File Layouts
    • UT-I  Create/Delete Company
    • UT-J  Generate DDF Files
    • UT-K-A  Clear Data
    • UT-K-B  Global Field Replace
    • UT-K-D  Recalc GL Chart of Accounts
    • UT-K-E  Consolidate Inventory Locations
    • UT-K-F  Set Avg and Last Cost to Std Cost
    • UT-K-G  Recalc Inventory Book Value
    • UT-K-I  Fix Binary Zeroes
    • UT-L  Set Screen Color
  • System Maintenance
    • SYSTEM MAINTENANCE
    • SM-A Enter Customers
    • SM-B Enter Vendors
    • SM-C  Enter Item Classes
    • SM-D  Enter Terms Table
    • SM-E  Enter Tax Codes
    • SM-F  Enter Tax Groups
    • SM-G Enter Employees
    • SM-H Enter Shop Calendar
    • SM-I-A  Enter Lead Source Codes
    • SM-I-B  Enter Territory Codes
    • SM-I-C  Enter History Codes
    • SM-I-D  Enter Account Follow-up Codes
    • SM-I-E  Enter Vendor Follow-up Codes
    • SM-I-F  Enter Pers Contact Follow-up Cds
    • SM-I-G  Enter Class Codes
    • SM-I-H  Enter Key Date Codes
    • SM-I-I  Enter Reps and Passwords
    • SM-I-J  Purge Account History
    • SM-I-K  Purge Account Follow-ups
    • SM-I-L  Purge Vendor History
    • SM-I-M  Purge Vendor Follow-ups
    • SM-I-N  Purge Personal Contact History
    • SM-I-O  Purge Personal Contact Follow-ups
    • SM-J-A Work Order File Maintenance
    • SM-J-B Archive Work Orders
    • SM-J-C Reconcile Inventory On-Hand
    • SM-J-D  Consolidate Inventory Transactions
    • SM-J-E Purge Work Orders
    • SM-J-F  Purge Purchase Order History
    • SM-J-G  Purge QC Receipts
    • SM-J-H Purge Data Collection File
    • SM-J-I  Purge Estimates
    • SM-J-J Archive or Purge Closed Sales Orders
    • SM-J-K  Purge  or Archive Invoice History
    • SM-J-L Change Part Numbers
    • SM-J-M Change Customer Codes
    • SM-J-N  Change Vendor Codes
    • SM-J-O  Rebuild Customer/Vendor Credit Info
    • SM-J-P Purge/Archive Service/RMA Orders
    • SM-J-Q BOM Recursion Utility
    • SM-J-R Archive Purchase Orders
    • SM-K - IS Tech Toolbar Setup
    • SM-K Evo User Settings
    • Using Evo Notes
    • SM-N-A Enter Note Types
    • SM-N-B Enter System Notes
    • SM-N-C Synchronize Classic Notes to Evo
    • SM-N-D Synchronize Evo Notes to Classic
    • SM-O Enter Ship Via Codes
    • SM-P-A Enter Categories
    • SM-P-B Enter User Defined
    • SM-P-C Enter Scrap Codes
    • SM-P-D Enter QC COdes
    • SM-P-E Define Inventory User Defined Fields
    • SM-P-F Enter Jobs
    • SM-P-G Enter WO Priority Codes
    • SM-R Multi Language Maintenance
    • Using Evo Links
    • SM-S Enter Evo Links
    • SM-T Enter Java Settings
    • SM-U Customer Ship Via
  • System Defaults
    • SYSTEM DEFAULTS
    • SD-A Company Name and Address
    • DEF-A Company Defaults (Evo-ERP)
    • SD-B  Work Orders Defaults
    • DEF-B Work Order Defaults (Evo-ERP)
    • SD-C  Purchase Orders Defaults
    • DEF-C Purchase Order Defaults (Evo-ERP)
    • SD-D  Material Requirements Defaults
    • DEF-D Material Requirements Defaults (Evo-ERP)
    • SD-E Scheduling Defaults
    • DEF-E Scheduling Defaults (Evo-ERP)
    • SD-F  Data Collection Defaults
    • DEF-F Data Collection Defaults (Evo-ERP)
    • SD-G  Estimating Defaults
    • DEF-G Estimating Defaults (Evo-ERP)
    • SD-H  Inventory Defaults
    • DEF-H Inventory Defaults (Evo-ERP)
    • SD-I  Routings Defaults
    • DEF-I Routings Defaults (Evo-ERP)
    • SD-J  Bills of Material Defaults
    • DEF-J Bill of Material Defaults (Evo-ERP)
    • SD-K Lot and Serial Control Defaults
    • SD-L Features & Options Defaults
    • DEF-L Features & Options Defaults (Evo-ERP)
    • SD-M Sales Orders Defaults
    • DEF-M Sales Order Defaults (Evo-ERP)
    • SD-N  Sales Commissions Defaults
    • DEF-N Sales Commission Defaults (Evo-ERP)
    • SD-O  Contact Manager Defaults
    • DEF-O Contact Manager Defaults (Evo-ERP)
    • SD-P Customer Defaults
    • DEF-P Customer/AR Defaults (Evo-ERP)
    • SD-Q IS Tech Support Defaults
    • DEF-Q Master Defaults (Evo-ERP)
    • DEF-R Assign Next Numbers (Evo-ERP)
    • DEF-S Warehouse Control Defaults (Evo-ERP)
    • DEF-T Service Repair & RMA Defaults (Evo-ERP)
    • DEF-U Hand Held Defaults (Evo-ERP)
    • DEF-V International Defaults (Evo-ERP)
  • Accounting Interface
    • AI-A Accounting Configuration
    • AI-B  Reset General Ledger Close Date
    • AI-C Period End Accounting Worksheet
    • AI-D Print Sales and COGS by Class
  • International Module
    • INTERNATIONAL MODULE
    • Multiple Currency Startup
    • IM-A  International Configuration
    • IM-B  Enter Multiple Currencies
    • Multi-Currency Processing Chart
    • IM-C  Enter Currency Exchange Rates
    • IM-D  Enter Landed Cost Defaults
    • IM-E  Enter Landed Cost Duty Codes
    • IM-F  Enter Landed Cost Customs Fees
    • IM-G  Enter Tax-In Codes
    • INTERNATIONAL FEATURES - OTHER PROGRAMS
  • Password Security
    • PASSWORD SECURITY
    • PS-A  System Users/Passwords
    • PS-B  System Security Levels (DBA Classic Only)
    • PS-C  Company Logon Access (DBA Classic Only)
    • PS-D Activate/Deactivate Modules (DBA Classic Only)
    • PS-G Maintain Menu Access (Evo-ERP Only)
    • PS-H Configure Auto-Chain Programs
    • PS-I Enter Digital Signature
    • PS-J Enter Contract Review Signers
  • Data Exchange
    • DATA EXCHANGE
    • DE-A Export Data
    • DE-A SQL Query/Export (Java Version)
    • Importing Master Files
    • DE-B Import Inventory
    • DE-C Import Bills of Material
    • DE-D Import Routings
    • DE-E Import Customers
    • DE-F Import Vendors
    • DE-G Import Chart of Accounts
    • Importing Manufacturing Data
    • DE-H-A Import Labor
    • DE-H-B Import Material Issues
    • DE-H-C Import Work Order Receipts
    • DE-H-D Import Physical Inventory Counts
    • DE-I-A Print Inventory Errors
    • DE-I-B Print Bill of Material Errors
    • DE-I-C Print Routing Errors
    • DE-I-D Print Chart of Account Errors
    • DE-I-E Print Labor Errors
    • DE-J-A Edit Inventory
    • DE-J-B Edit Bills of Material
    • DE-J-C Edit Routings
    • DE-J-D Edit Customers
    • DE-J-E Edit Vendors
    • DE-J-F Edit Chart of Accounts
    • DE-J-G Edit Labor
    • DE-J-H Edit Material Issues
    • DE-J-I Edit Work Order Receipts
    • DE-K Global Field Change
    • DE-L Erase Files
    • DE-M Transfer Files to DBA
    • DE-N Transfer Labor to DBA
    • DE-S Import Image Links 
    • EDI
      • EDI
      • ED-A  Run CanDo EDI Program
      • ED-B  Import EDI Orders
      • ED-C  Edit EDI Orders
      • ED-D  Convert EDI Orders to Sales Orders
      • ED-E  Export Invoices
      • ED-F  Enter Customer EDI Info
      • ED-G  Master EDI Set-up
      • ED-H Error Report
  • TAS Utility Programs
    • TA-C Set Configuration
    • TA-G Maintain Menu Access Records
    • TA-H Maintain Menu - End User
    • TA-J Workstation Setup
    • TA-L Evo Backup Utility
    • TA-M Forms Editor
    • TA-N Program Scheduler
    • TA-Q Change Logo Image
• Accounting
  • General Ledger
    • GENERAL LEDGER
    • GL-A  View Chart of Accounts
    • GL-B  Enter/Post General Journal Trxns
    • GL-C  Print GL Transactions
    • GL-D  Print Journals
    • GL-E  Print Detailed Trial Balance
    • GL-F  Print Financial Statements
    • GL-G  Print GL Code and Description
    • GL-H  Print Chart of Accounts
    • GL-I  Print Check Register
    • GL-J  Reconcile Check Register
    • GL-K  Transfer Bank Account Funds
    • GL-N  Print Custom Statements
    • GL-O  Print/Post General Ledger Batches
    • GL-P  Edit General Ledger Batch Entries
    • GL-Q Enter Payroll Checks
    • GL-R Business Status
    • GL-R Business Status (Java Version)
    • GL-S View GL Journal Notes
  • Accounts Payable
    • ACCOUNTS PAYABLE
    • AP-A  Enter Vendors
    • AP-B  Enter Vouchers
    • AP-C  Enter Purchase Order Invoices
    • AP-D  Enter Scheduled Payment Dates
    • AP-E  Print Vouchers/Invoices Due by Date
    • AP-F  Pick Vouchers/Invoices to Pay
    • AP-G  Print Pro Forma Check Register
    • AP-H  Print Checks
    • AP-I  Print Aging
    • AP-J  Print Vendor Code and Name
    • AP-K  Print Vendor General Info
    • AP-M  Print Vendor Mail Labels
    • AP-N Enter Vouchers (Edit Address)
    • AP-O  Enter Recurring Vouchers & Templates
    • AP-P  Generate Recurring Vouchers
    • AP-Q  Void AP Check
    • AP-R  Print AP Payment History
    • AP-S  Print 1099 Forms
    • AP-T Check & Invoice Inquiry
    • AP-V Enter AP Deposit
  • Fixed Assets
    • FIXED ASSETS
    • FA-A Enter Fixed Assets
    • FA-B Post Depreciation
    • FA-C List Depreciation Transactions
    • FA-D List Assets
    • FA-E Import Assets
  • Accounting Maintenance
    • ACCOUNTING MAINTENANCE
    • AM-A Reset General Ledger Close Date
    • AM-B  Fiscal Year End Routine
    • AM-C  Enter General Ledger Accounts
    • AM-D  Enter General Ledger Departments
    • AM-E  Format Standard Financial Statements
    • AM-F  Format Custom Financial Statements
    • AM-G  Consolidate Financials
    • AM-H  Change GL Account Codes
    • AM-I  Consolidate General Ledger Detail
    • AM-J Archive/Purge AP History
    • AM-K Archive/Purge AR History
    • AM-N Maintain GL Fiscal Periods
    • AM-O Archive/Purge Vendor Data
    • AM-P Archive/Purge Customer Data
    • AM-Q Enter Budget Information
    • AM-R Out of Balance Report
  • Accounting Defaults
    • ACCOUNTING DEFAULTS
    • AD-A  General Ledger Defaults
    • ADEF-A General Ledger Defaults (Evo-ERP)
    • AD-B Checking Account Defaults
    • ADEF-B  Checking Accounts Defaults (Evo-ERP)
    • AD-C  Accounts Payable Defaults
    • ADEF-C Accounts Payable Defaults (Evo-ERP)
• Payroll
  • Payroll Link to CheckMark Payroll
    • PAYROLL LINK
    • PL-A  Run Payroll Software
    • PL-B  Import Employee Checks
    • PL-C  Import Employer Vouchers
    • PL-E  Payroll Software Link Setup
  • DBA Payroll
    • DBA PAYROLL
    • PR-A  Enter Employees
    • PR-B  Enter Pay Info
    • PR-C  Print Payroll Register
    • PR-D  Print Payroll Checks
    • PR-E  Print Employee Info
    • PR-F  Maintain Tax Tables
    • Payroll Tax Calculation by State
    • PR-G  Void Payroll Checks
    • PR-H  Transfer Liabilities to AP
    • PR-I  Print Pay History
    • PR-J  Enter Time Cards
    • PR-K  Print/Post Time Cards
    • PR-L-A  Print Quarterly Info
    • PR-L-B  Print QTD Earnings Register
    • PR-L-C  Print QTD Taxable Earnings
    • PR-L-D  Print Detail Earnings Ledger
    • PR-L-E  Print Detail Deductions Ledger
    • PR-L-F  Print Subject to Report
    • PR-L-G  Print 941 & Schedule B Reports
    • PR-L-H  Print 940 Forms
    • PR-L-I  Print W-2 Forms
    • PR-L-J  Print Calif DE6 Form
    • PR-L-K  Print Payroll Hours
    • PR-L-L  Print 941B Forms
    • PR-L-M  Print Employer Contributions
    • PR-L-N  Print Payroll Wages Detail
    • PR-L-P Print Employee Raises
    • PR-L-Q Print Employee Reviews
    • PR-M  Payroll Defaults
    • PR-N  Purge Payroll History
    • PR-O  Year End Routine
    • PR-P Enter Raise Dates
    • PR-Q Enter Review Dates
• Settings
  • SETTINGS
  • US-A Customize Settings
  • US-B Customize Menu
  • US-C Reset Screen Size/Location
  • US-D Reset Password
  • US-E Update PO Electronic Signature Info
  • US-F Enter Reminders
  • US-G Enter Triggers
  • US-H Update Contract Review Password
• Main Menu Support) Programs
  • Check for Updates
  • Send Files
  • Send Screen Print
• MAIN MENU (FILE) PROGRAMS
  • Check File Integrity (DBA Classic)
  • Maintain Database
  • License Administrator (DBA Classic Only)
  • Modify Forms (DBA Classic Only)
• Evo-ERP Tools
  • Users Tool (Evo-ERP Only)
  • Size Tool (Evo-ERP Only)
  • Google Calendar (Evo-ERP only)
• Off-Menu Programs
  • OFF-MENU PROGRAMS
  • DBAMS.EXE  Multiple Session Control (DBA Classic Only)
  • DDCHECK Data Dictionary Compare (DBA Only)
  • UPDFILE  Update Data File (DBA Classic Only)
  • FIXSTD  Correct Standard Cost Entries
  • ARHNOTE Attach SO Notes to Posted Invoices
  • CMIMPORT Import Contact Manager
• Glossary
  • GLOSSARY

Copyright 2004-2014© IS Tech Support Inc.