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Evo-ERP and DBA Classic >> Accounting >> What information is necessary for a quote?
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Message started by injectionmold111 on 08/11/06 at 09:52:05

Title: What information is necessary for a quote?
Post by injectionmold111 on 08/11/06 at 09:52:05

Hello,

I am an engineer consulting for a small injection molding operation.

Currently, all sales orders and manufacturing info is processed through DBA classic. The proprietor claims that the customer accounts are set up such that DBA could handle the accounting as well, however the information does not seem to be posting to the general ledger accounts. The accounting work is currently being duplicated; the office enters the monetary data into One Write Plus. One Write Plus is then used to generate all financial reports.

Here are the specific questions:
1) What information would be necessary for a third party consultant to provide a hard quote for working in-house to turn the accounting processes over to DBA classic?

2) Are there any specific DBA files, or file information, that we could provide an interested consultant to clarify the amount of work that would be required for the changeover?

We would rather not receive an open-ended quote listing a per diem in-house consulting fee. If possible, we would like something more specific, i.e. estimated hours or days to get the job done.

Thanks,
Matt
Denbro Plastics

Title: Re: What information is necessary for a quote?
Post by Karen Mason on 08/12/06 at 07:19:14

We were originally on Peachtree accounting. We made our change-over in-house. First we got the manufacturing modules up and running. I felt the manufacturing part was the most difficult and time consuming. If you already have the manufacturing part done ie: part numbers, cost accumulation, etc., that's most of the battle.

Our next step was to get the subsidiary ledgers operating-Accounts payable, accounts receivable...just one at a time. If you are small, that shouldn't be too bad. Entering vendors, beginning balances, running 1-2 months on both systems, then cutting over.

If you haven't already done it, you need to setup the GL account numbers. Use the same ones you already use, if possible.

Once the sub-ledgers are humming along, do the G/L. You have to post the info for it to show up in G/L. Go to GL-O to post.

To do some learning and trying, you can copy the current company - call it Test or something. Then tryout whatever module you pick to start on. Let's say it's AR since you already have sales up and running. The invoices would need created and POSTED in the SO module. Do one invoice and post to the GL via GL-O, do the proper accounts get debited and credited? If not, then start adjusting the account numbers for the Item Class in SM-C.

I know that most people tend to wear many hats in a small company. However, you would get a world of know-how and knowledge on the system if you do it yourself. That way when problems arise, there is a deeper understanding how the system works.

Give me a call if you want to discuss this further.

Title: Re: What information is necessary for a quote?
Post by injectionmold111 on 08/14/06 at 10:08:42

Ms. Mason

Your suggestions are very helpful. We may look into a changeover similar to yours; attempt to get the individual parts working in DBA accounting while running in parallel with OWPW/Peachtree accounting.

Regards,
Matt
Denbro Plastics