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Table Of Contents

1. File
1-1. Change Password
1-2. User Email Settings
1-3. Data Import
Phase 1 – Export Data into Excel
Phase 2 – Edit Spreadsheet
Phase 3 – Import Data
Data Import – Customers
(File – Data Import – Customers)
Data Import – Customer Contacts
(File – Data Import – Customer Contacts)
Data Import – Delivery Addresses
(File – Data Import – Delivery Addresses)
Data Import – Suppliers
(File – Data Import – Suppliers)
Data Import – Supplier Contacts
(File – Data Import – Supplier Contacts)
Data Import – Stock Items
(File – Data Import – Stock Items)
Data Import – Item Sources
(File – Data Import – Item Sources)
Data Import – Base Prices
(File – Data Import – Base Prices)
Data Import – Qty Price Breaks
(File – Data Import – Qty Price Breaks)
Data Import – BOM Routings
(Data Import – BOM Routings)
Data Import – BOM Components
(File – Data Import – BOM Components)
1-4. Data Export
1-5. Data Dictionary
1-6. Initial Stock Qty Import
1-7. AR Beginning Balances
1-8. AP Beginning Balances
2. Admin
2-1. User Setup
2-2. Current Online Users
2-3. Database Optimizer
2-3. Upgrade License
2-4. Upgrade License
2-5. Run Command File
2-6. Main Setup
Main Tab
Options Tab
Quote Letter Tab
Email Tab
2-7. Accounting Configuration
2-8. System Defaults
3. Utilities
3-1. Spreadsheet Generators
3-2. Database Queries
3-3. Forms Edit
Labels
4-1D. Lot/Serial Control
4-1E. Locations
4-1F. Location Groups
4-1G. Location Repair
4-1H. Warranty Codes
4-2. Stock Items
List Tab
Detail Tab
Locations Tab
Sources Tab
Lot/Serial Tab
Additional Tab
4-3. Descriptors
4-4. Sales Kits
4-5. Stock Adjustments
4-6. Stock Transfer
4-7. Stock Counts
4-8. Change Inventory Cost
(Inventory – Change Inventory Cost)
4-9. Reconcile Book Values
4-10. Inventory Data Views
4-11. Inventory Reports
4-11A. Inventory Value
4-11B. Inventory Transactions
4-11C. Trxns – Item/Characteristic
4-11D. Trxns – Characteristic/Item
4-11E. Trxns – Serial Number
4-11F. Stock Item Labels
5. BOM (Bills of Material)
5-1. BOM Setup
5-1A. BOM Defaults
5-1B. Machines
5-1C. Sequence Templates
5-1D. Task Templates
5-2. Work Centers
5-3. Bills of Material
Revisions Tab
Routing Tab
Components Tab
Outputs Tab
Indented View Tab
Tree View Tab
5-4. Estimated Purchase Costs
5-5. Cost Rollup
5-6. Where Used Inquiry
5-7. BOM Reports
5-7A. Multi-Level BOM
5-7B. Costed BOM
6. Sales
Overview
6-1. Sales Setup
6-1A. Sales Defaults
6-1B. Customers – List Tab
6-1C. Customer Types
6-1D. Customer Terms
6-1E. Contact Types
6-1F. Sales Regions
6-1G. Lead Sources
6-1H. SO Types
6-1I. Ship Methods
6-1J. Sales Rep Types
6-1K. Sales Reps
6-1L. Commission Codes
6-2. Pricing & Discounts
6-2A. Base Prices
6-2B. Price Levels
6-2C. Discounts
6-2D. Discount Codes
6-2E. Contract Prices
6-3. Customers
Detail Tab – Main Side-Tab
Detail Tab – Delivery & Billing Side-Tab
Additional Tab – Main Side-Tab
Additional Tab – Documents Side-Tab
6-4. Credit Manager
6-5. Sales Orders
Workflow
Header Tab
Details Tab
Shipping Tab
Invoicing Tab
6-6. Order Picking
6-7. Quotes
Estimating Tools
Screen Details
6-8. Sales Order Inquiry
6-9. Sales Data Views
6-10. Sales Reports
6-10A. Sales Order Summary
6-10B. Sales Order Detail
6-10C. Open Items Listing
6-10D. Available to Ship
6-10E. Base Prices & Costs
6-10F. Invoice Listing
6-10G. Sales by Customer
6-10H. Sales by Customer Type
6-10I. Sales by Commission Code
6-10J. Sales Ranked by Customer
6-10K. Profit Margin by Customer
6-10L. Sales by Item
6-10M. Sales by Item Category
6-10N. Sales Ranked by Item
6-10O. Profit Margin by Item
6-10P. Warranty Sheet
6-10Q. Warranty Listing
6A. RMA Processing
How does an RMA work?
Recommended Workflow
6A-1. RMA Setup
RMA SO Type
RMA Form Creation
Alternate Item ID’s
6A-2. RMA Processing
RMA Creation
Returning an undamaged item to stock
Returning a used item to stock
Sending a replacement item
Scrapping a returned item
Issuing a credit memo
Converting the RMA to a sales order
Zero value invoicing
Sending a customer refund
6A-3. Repairing a Product
6A-4. Remanufacturing a Product
6A-5. Disassembling a Product
7. MRP
7-1. MRP Setup
7-1A. MRP Defaults
7-1B. Shop Calendar
7-2. MRP Settings
Usage History Inquiry
Production History Inquiry
Delivery History Inquiry
7-3. MRP
Step 1 – Generate Jobs for CTO Items
Step 2 – Generate Jobs for Net Demand
Step 3 – Generate Planned POs
Scheduling & Converting Planned Jobs
Scheduling Planned Jobs
Converting Planned Jobs into Actual Jobs
7-4. Work Center Scheduling
7-5. Job Scheduling
7-6. PO Scheduling
7-7. Delivery Date Estimator
7-8. MRP Reports
7-8A. Master Job Schedule
7-8B. Job Outputs Schedule
7-8C. Work Center Schedule
7-8D. Machine Schedule
7-8E. Subcontract WC Schedule
8. Jobs
8-1. Jobs Setup
8-1A. Job Defaults
8-1B. Job Labor Defaults
8-1C. Worker Types
8-1D. Job Types
8-2. Workers
8-3. Job Control Panel
Release Jobs Screen
Process Jobs Screen
Close Jobs Screen
8-4. Jobs
Job Workflow
8-5. Job Travelers
8-6. Subcontract Services
8-7. Job Issues
8-8. Job Tracking & Labor
8-9. Job Receipts
8-10. Job Inquiry
8-11. Job Data Views
8-12. Job Reports
8-12A. Job Profit
8-12B. Job Cost
8-12C. Job Transactions
8-12D. WIP Value
8A. Using Custom Items
9. Purch (Purchasing)
9-1. Purchasing Setup
9-1A. Purchasing Defaults
9-3. Manufacturers
9-4. Purchase Orders
PO Workflow
9-5. PO Receipts
9-6. PO Invoices
9-7. Purchase Prices – Items
(Purch – Purchase Prices – Items)
9-8. Purchase Prices – Descriptors
(Purch – Purchase Prices – Descriptors)
9-9. Purchasing Reports
9-9A. PO Print / Reprint
9-9B. PO Listing
9-9C. PO Receipts
9-9D. Received Not Invoiced
9-9E. Purchases by Item / Descriptor
9-9F. Purchases by Supplier
10. Notes (Notes & Documents)
10-1. Activity Notes
Activity Notes Setup
Entering a new activity note
Accessing and creating notes from other screens
Activity Notes Action Report
My Action List
10-2. Documents Directory
Document Group Setup
Documents Directory Entry
Documents Directory Screen
11. AR (Accounts Receivable)
11-1. Accounts Receivable Setup
11-1A. AR Payment Types
11-2. Customer Payments
11-3. Customer Deposits
11-4. Customer Statements
Segment: Customer Statement
11-5. AR Data Views
11-6. AR Reports
11-6A. Payment Report
11-6B. Customer Transactions
11-6C. Customer Detail Aging
11-6D. Customer Summary Aging
11-6E. Customer Past Due Aging
12. AP (Accounts Payable)
12-1. Accounts Payable Setup
12-1A. AP Payment Types
12-2. Supplier Invoices
12-3. Recurring Invoices
12-4. Payment Processing
12-5. Payments Register
12-6. Misc Credit Card Charges
(AP – Misc Credit Card Charges)
12-7. Credit Card Payment
12-8. AP Data Views
12-9. AP Reports
12-9A. Payments Due
12-9B. Supplier Detail Aging
12-9C. Supplier Summary Aging
12-9D. Supplier Past Due Aging
12-9E. 1099 Tax Form
13. GL (General Ledger)
13-1. General Ledger Setup
13-1A. Accounting Periods
13-1B. Account Classes & Groups
13-1C. Chart of Accounts
13-1D. Account Assignments
13-1E. Budget Names
13-1F. Currency Table
13-1G. COA Conversion
13-1H. Clear Account Balances
13-2. Journal Entry
13-3. Payroll Import
13-4. Financial Cutoff Date
Period End Procedures
Fiscal Year End
13B. Posting Specifications
13C. Payroll Accounting
Payroll Setup
Payroll Transfer to DBA
14. Bank (Banking)
14-1. Banking Setup
14-1A. Banking Accounts
14-2. Bank Deposits
14-3. Bank Account Transfer
(Bank – Bank Account Transfer)
14-4. Merchant Account Transfer
14-5. Account Reconciliation
14-6. Account Balances Inquiry
15. Tax (Taxation)
15-1. Tax Defaults
15-2. Tax Authorities
15-3. Tax Codes
15-4. Tax Groups
15-5. Tax Group Matrix
15-6. Taxation Data Views
15-7. Tax Reports
15-7A. Tax Code Activity
15-7B. Tax Summary
16. Transfer (Financial Transfer)
16-1. Financial Transfer Defaults
16-2. AR Invoice Transfer
Advance Setup
Data Transfer
16-3. PO Invoice Transfer
Product Updates
17-4. Web Links
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DBA OperatingGuide

DBA OperatingGuide

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Published by Izzy Leibovich

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Published by: Izzy Leibovich on Apr 05, 2011
Copyright:Attribution Non-commercial

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11/15/2012

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