System Customization

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DBA provides the fundamental core processes that are universal to all manufacturing companies. Around the edges of these core processes, however, is where the system can be customized to fit your industry or your own special requirements. System customization is done in DBA without requiring any custom programming. This not only saves you money, but ensures that your system is always compatible with future product updates, which we release on a continuous basis.

To begin with, all core modules include default settings that enable you o establish your operational preferences. Here for example, is the BOM Defaults screen where you can activate a variety of options within your bill of materials (BOM) and routings. Here we are looking at inventory defaults, such as number of decimal places on costs and prices. Here we are looking at job defaults, and here we see default options pertaining to job labor. All of these default screens are covered in our setup video training courses.

When it comes to financial accounting, here in the Accounting Configuration screen you can select the DBA financial modules option, which activates the Accounts Receivable, Accounts Payable, and Banking modules. If you wish to use DBA with an outside accounting system, you can select the Financial Transfer option. This deactivates the AR, AP, and Banking menus and activates the Transfer menu. Using these options on the transfer menu, you can transfer AR invoices, PO Invoices, and period end account totals to your outside accounting system.

Password security enables you to tailor the system menus to the needs of each user. Each user only sees the menu options that pertain to the functions he or she performs.

Up to six user-defined fields can be added to each of the following master tables - items, customers, suppliers, purchase orders, and jobs and sales orders. User defined fields can be text fields, date fields, or a set of allowable values.

All system forms can be customized for special requirements. You can add fields, hide fields, change fonts and font sizes, add barcodes, add your logo, and move fields around. Customized forms can be used on a system wide basis or can be assigned for use at the individual customer or supplier level. Forms customization is covered by our Forms Customization video training course.

You can create custom item labels for product packaging or warehouse identification purposes. There is no limit to the number of formats you can create. You select the format of choice at time of printing. Item labels can be generated directly from job receipt transactions and can include job information as well as lot and serial numbers. Labels generated from custom jobs can also include linked sales order information. Item labels can also be generated directly from PO receipt transactions and can include PO information and lot and serial numbers. Stock item labels can be printed whenever needed and can include additional information entered at time of label printing.

Spreadsheet style grids are used throughout the system to present opening lists, lookups, and on screen inquiries. In most of these screens you can click any column heading to resort the list by that column in ascending or descending order. You can drag column headings to reposition columns. The Output button enables you to dump out the contents of your grid into an Excel spreadsheet, html file, text file, or you can output to the printer.

Data Views provide you with a powerful custom reporting tool that does not require programming skills to use. Each data view has a selection screen that enables you to filter you data set. You are then presented with the layout selection screen. Each data view has a default layout, as well as additional custom layouts. You can create your own custom layouts and add them to the list.

Here we are looking at a data view layout. You can customize the fields that are included in the layout and you can rearrange the column order. You can drag column headings into the upper panel to create sub groupings within your data. You can right click on the end of any column to create a sum value, an average value, or a count of the number of records.

After you've customized your layout, you can give it a name, which adds it to the layout list so that it can be retrieved for future use. With Data Views you can create an extensive library of custom reporting layouts. Using the output button, you can export the data view into an excel spreadsheet, a text file, or you can output it to the printer.

The GL Spreadsheet Generator is a special data view that enables you to compare general ledger data across multiple accounting periods or ranges of periods. You can compare current periods with past year periods and you can compare budget values with actual performance.

So with module default settings, flexible accounting options, user level menu option visibility, user-defined fields, custom forms, custom item labels, grid output options, and custom data views, DBA can be customized to fit your industry or special requirements without requiring custom programming or programming expertise.