Triumph ERP Software Training Course Outline

Software Training with Triumph ERP

In collaboration with one of our extraordinary Western Australian dealers, Triumph users have access to a broad range of software training courses to help you get the most out of your Triumph ERP software. Learn out to make your software work for you and check out below for our extensive variety of software training, exclusive to CA Management Services and Triumph Business Systems.

“I know the software can do more for me, but I don’t have the time to spend figuring it out.”
Triumph Training Courses Overview

Triumph Intro and General Knowledge

An ideal training course for new and existing Triumph ERP users. This course does not require knowledge of any Triumph modules.

Purpose

This introductory course aims to provide participants with knowledge and skills required to use the basic functions of Triumph ERP including General Ledger, Debtors and Creditors modules.

Target Audience

Aimed at participants who would not have used this package previously, or who would like a ‘refresher’ overview of the modules with a few handy tips thrown in.

Prerequisites

Participants should be familiar with the basics of using a PC. Experience with alternative accounting package would be an advantage but not necessary.

Content

During this course, users will learn the basic functions of Triumph ERP, including the following:

Getting FamiliarUnderstanding the general operation of Triumph ERP
Master FilesSetting up Creditors, Debtors and Inventory
CreditorsPurchase Orders; Purchase Invoices; Creditor Payments
DebtorsSales Invoice; Cash Sales; Returns on Unpaid Invoices; Partial Returns
ReceivablesApplying payments; Applying payments to multiple invoices; Analysing Sales; Statements
General LedgerEntering cheque payments; Making deposits; Reconciling the bank account

As well as other modules which will be reviewed, including:  Sales Analysis and reporting, Sales orders, Purchase Orders, Job costing, Point of Sale, and eCommerce.

Triumph Advance Hidden Features Course Outline

This training course is designed to show existing users the features Triumph ERP has that the majority of users are unaware of. We are addressing the comment that many users make. “I know the system can do more for me but I don’t have the time to spend playing with it.”

Specific Issues can include:

StocktakingForeign Currencies
Automatic Pay Runs / EFTQuoting / Orders / Standing Orders
Purchase OrderingBill of Materials
Stock Ordering ReportsReports Overview
ODBC LinksCrystal Link
Synergy LinkStanding Journals / Accruals
Changing CodesFixing Errors
Sales AnalysisBank Reconciliation
GST Reporting General Ledger Reporting

Users will also learn about Multi Division and Multi Location, and Preventing Data Corruption- addressing validations, re-indexes, integrity checks and network settings.

Crystal Report Writing Course Outline

An ideal training course for current Triumph ERP users who want to extend the reporting capability of Triumph by making their own customised reports.

Purpose

This course is aimed at learning how to design presentation quality reports with Crystal Reports. Within a few minutes of beginning this class we will use the Triumph ERP database information to produce a basic list report. Then we will turn the basic database information into a more complex presentation-quality report. Crystal Reports has many extensive capabilities and has been designed to provide you with the most flexibility possible in designing reports. Our only limit to creating reports with Crystal Reports is your imagination!

Target Audience

Aimed at participants who would not have used this package previously but are familiar with Triumph.

Prerequisites

Participants should be familiar with the basics of using a PC. Experience with Triumph ERP package would be an advantage.

Content

Making your first report

Connecting to database

Linking tables; Inserting fields; Conditional formatting;Grouping; Subtotalling; Record selection; Requesting user input to select records conditionally.

Editing a typical Triumph form (ie Invoice, purchase order etc.)

A workbook is provided that is useful as a reference resource once you leave the course. 

NB: Triumph is only compatible with version Crystal Report Writer XI R1. The Crystal report writer that we use in this course is not supplied with a standard Triumph installation. It is available to purchase and comes with a ‘DataFlex Connectivity Kit’ that will allow you access to the Triumph data tables.  If your installation of Triumph is an SQL version, the Connectivity Kit is not required, but you will still require Crystal Report Writer XI.

Fixed Assets Course Outline

An ideal training course for new and existing Triumph ERP Fixed Assets users. Does not require prior knowledge of package.

Purpose

This introductory course aims to provide participants with the knowledge and skills required to use Triumph ERP Fixed Assets.  The presenter will take you through the software, reports and processes to help you manage and reconcile your fixed assets from month to month. 

Target Audience

Aimed at participants who are currently, or intend to use, Triumph ERP Fixed Assets in the work place. 

Prerequisites

Participants should be familiar with the basics of using a PC. Experience with alternative accounting package would be an advantage but not necessary.

Content

  • Fixed Asset module control settings – getting it right from the outset.
  • Adding a new fixed asset – Assigning a General Ledger posting table; reporting groups and asset locations; Insurance and Finance.
  • Fixed asset master account maintenance.
  • Transactions –  Additions; Transfers; Depreciation; Revaluations; Disposals.
  • Reports and Listings – Assets on file; Asset Valuation Schedule; Depreciation Schedule; Valuation Report; Period Transaction Register; Asset Transaction Report; Capital Gains on Asset Sales.
  • Special Processing – Change Asset codes; Change component codes; Check Asset Integrity; Delete Flagged Asset details; End of Period Processing; Depreciation Process.
  • Stock take of Assets.

Job Costing Course Outline

An ideal training course for new and existing Triumph ERP Job Costing users, which does not require prior knowledge of package.

Purpose

This course aims to provide participants with the knowledge and skills required to use the Triumph ERP Job Costing Module.

Target Audience

Aimed at participants who are currently using, or intend to use, the Triumph ERP Job Costing Module in the work place.

Prerequisites

Participants should be familiar with the basics of using a PC. Experience with alternative accounting package would be an advantage but not necessary.

Content

  • System Set Up – Control maintenance
  • Setting Up: Posting Tables; Default Cost Centres; Job Groups; Employee Activities; Employee Maintenance; Overheads
  • Adding a new job
  • Adding transactions: Timesheets; Creditors Invoices/Credit Notes; Stock Requisitions; Direct Purchase; Overheads
  • Reports
  • Invoicing
  • Adjusting and writing off WIP
  • Job Quoting
  • Time Clock
  • Attaching documents to Jobs

Creditors & Purchase Ordering Course Outline

An ideal training course for new and existing Triumph ERP users, which does not require prior knowledge of package.

Purpose

This course aims to provide participants with the knowledge and skills required to use the Triumph ERP Creditors Module.

Target Audience

Aimed at participants who are currently, or intend using, the Triumph Accounting Creditors Module in the work place.

Prerequisites

Participants should be familiar with the basics of using a PC. Experience with alternative accounting package would be an advantage but not necessary.

Content

  • Structure – how purchase ordering integrates with other modules
  • System Set Up – control maintenance
  • Adding a Purchase Order:
    • Line Types
    • Printing Orders
  • Stock Re-ordering – Reorder reports through to stock requisitions
  • Back to Back Ordering – From entering a sales order, through to requisitioning into a purchase ordering, then releasing the received goods back into the sales order for invoicing to the customer.
  • Invoice Entry
  • Reports

Managing Inventory Course Outline

Purpose

The Managing Inventory training course presents users with a variety of options to increase efficiency, accuracy and effectiveness in their inventory. Know the status of your inventory and use Triumph’s powerful reordering features to increase your efficiency.

Target Audience

Warehouse/stock controllers/storeman and decision-makers within your organization who wish to improve the company’s stock management.

Prerequisites

Hands-on experience with inventory and stock control. As a guide, you will get the most from this course if you have six months experience with using Triumph. ERP/bookkeeping knowledge is not a requirement for this course.

This course will cover the following objectives:

  • Practical, hands on advice on how to manage your stock better and re-order efficiently. Print informative reports that accurately tell you what’s happening and what to purchase.
  • How to create New Stock Items including the use of Triumph cataloguing features and bill of material features.
  • To use the reporting to assist with knowing what stock to order via Min/Max/Sales Stats.
  • Discussions on how the system can assist the organisation of the Warehouse and making picking/packing efficient and how to use barcodes with Triumph processing.
  • Explain the way the Sales Orders work and the entries that the system generates when processing transactions, including links to Triumph the Point of Sale module and Web ordering.
  • Explain the way the Purchase Requisitions and Purchase Orders work and the entries that the system generates when processing transactions. Optimise your use of the purchase requisitions and purchase order modules to take advantage of reorder facilities while processing sales.
  • Gain efficiency by quickly processing price updates and maintaining selling prices.
  • Review of Multi Location and Multi Division features for managing inventory.
  • Acquire an appreciation of why people need a system like Triumph when they outgrow systems like MYOB or QuickBooks or Xero.

Advanced Purchase Ordering / Creditors Course Outline

Purpose

The Advanced Purchasing course upgrades purchase ordering functionality for users with a variety of options to increase efficiency and internal control. It also demonstrates where significant time savings can be introduced into inventory management, job costing and sales back-ordering processes.

 Target Audience

Members of purchasing departments and decision-makers within your organization who wish to improve all areas of the organization’s purchasing processes.

Prerequisites

Experience in purchasing including centralizing of purchasing functions.  As a guide, you will get the most from this course if you have an understanding and some hands-on experience with using Triumph.  Accounting/bookkeeping knowledge is not a requirement for this course.

This course will cover the following objectives:

  • A review of the Purchasing Module in Triumph including main features and purpose, and its integration with other modules in the Triumph Suite of programs.
  • Introduction to more advanced purchasing options – Purchase Requisitions Module and the Advanced Purchasing Module.
  • Explain the way the Purchase Requisitions and Purchase Orders work and the entries that the system generates when processing transactions. Optimise your use of the purchase requisitions and purchase order modules to take advantage of reorder facilities while processing sales.
  • Explain the way that Purchase Requisitions can improve control and save time in managing Sales Order back-orders.
  • Introduce Advanced Purchase Ordering features including the concepts of Work Orders (used in Costing environment), Internal Requisitions and Unapproved Orders.
  • Demonstrate the use of Landed Costs, an upgrade on the existing Disbursements features in basic Purchasing Module, which allows addition of Landed Costs by individual stock item without operator intervention.
  • Examine additional features of Advanced Purchasing Module including the use of Incoterms, scanning of goods receipts, allocating multiple invoices against Purchase Orders and handling of exceptions to individual orders

Point of Sale Course Outline

This training course runs through how to record a ‘shop’ sale using Triumph’s Point of Sale module. It outlines the range of transactions available, and how to process and report. This course is hands-on with plenty of exercises to keep the new user engaged with the process.

Purpose

Aims to provide participants with the skills needed to make sales using Triumph’s Point of Sale module.

Audience

Aimed at a Triumph user that wants to process transactions through the Point of Sale module.

Prerequisites

Completed Triumph Introduction & General Knowledge course, or has prior experience with the program.

Contents of written notes:

  • Enter a POS sale – Lookup a Stock code; Filtering stock code lookup; Transaction – Customer pays ‘On Account’ (without picking or backorders)
  • Enter a POS sale and pay by method Account – Transaction – Receipt funds ‘on Account’ from the customer
  • Receipt money from the customer onto their Account
  • Reverse a receipt – POS End of Day Procedures; Cash/EFT Rule-off; Banking
  • Complete an end of day – Held Transactions; Transaction – Park a sale
  • ‘Park’ a sale- Counter Sale (On order – with customer’s deposit)
  • Pick slips, Quotes, Laybys, Deposits, Gift vouchers.
  • Reports and functions for ruling off and end of day balancing of transactions.
  • Integration with Other Triumph Modules
    • Sales order
    • Batch Invoice
    • Inventory and Pricing
    • Back-ordered Stock
    • Stock Transfers (Multi-Locational/Multi-Divisional)
    • Purchasing
    • Job Requisitions
    • Sales Analysis Reports
    • Special Pricing and Debtor Discount Structures

Sales Order Entry / Standing Order Course Outline

This training course runs through the ‘basics’ of the Sales Order module, then looks into the more advanced features and interfaces with other modules. It is suitable for beginners to the Sales Order module as well as those who have been using it for a while. The attendee will be given an insight on the possibilities of sales ordering.

Purpose

Aims to provide participants with the skills needed to make sales using Triumph’s Sales order module.

Audience

Aimed at a Triumph user that wants to improve their knowledge of the Sales order module.

Prerequisites

Completed Triumph Introduction & General Knowledge course, or has prior experience with the program.

Basics:

  • Introduction
  • Sales order cycle: Enter a sales order; print picking slips; confirm picked quantities; print delivery dockets; Create invoices
  • Sales order entry and quote entry – converting quotes; different line types

Advanced features and interface with other modules:

  • Paperless picking overview
  • Advanced order entry features
  • Order deposits
  • Direct Debit Payment
  • Backorder cycle
    • back-order release; back-to-back ordering with purchase requisitions
  • Standing orders
    • Sales order setup options
  • Multi-location/division transfers – stock requisitions
  • Debtor maintenance – working with delivery codes
  • Emailing orders and invoices
  • Interaction with other modules:
  • Inventory overview – discounts; warranties; bill of materials; pricing; catalogues
  • Point of sale overview – creating a sales order through point of sale
  • eCommerce overview – having your customers create their own orders through a web interface
  • GL overview – Tax codes and the BAS
  • Sales analysis overview – Viewing sales figures from different perspectives
  • General data entry tips for the latest version of Triumph

How can I easily look up a sales order from a parts enquiry?

Sales Order Entry

If you are looking up a sales order from a parts enquiry you can now double click on that order number and the order will open in Sales Order, previously you had to write the order number down. 

Click on Back Orders. Double Click an Order number you want. Click here to see how easy this is achieved. 

If you go into Stock Item Enquiry(I-F-E), search the item by the stock code, it will provides a quick, single point of reference, stock and customer pricing screen.

Sales Order

And if you double click the “Back-orders”, it will pop up all the sales orders related to the stock code.

sales order

Install the latest Triumph 6.2 Update in 10 simple steps

Here’s how you install the latest Triumph 6.2 update in 10 simple steps.

Firstly, you should check if you are on the latest release by logging into Triumph and going to;

Help -> Check for Update.

triumph

Important Note; if you do not see the ‘Check for Update’ option it indicates that your system is definitely not up-to-date.

If a later release is available, it will be stated.

triumph

Please note that only the latest version of Triumph receives all the latest features.

Before you begin:

  • Make sure that all users are logged out of Triumph and have closed the program down.
  • It is recommended that the Validate Triumph program has been run for all companies. This is to clear out any stale sessions in Triumph.
  • During the installation of the update it is recommended that the user is logged on to the server as administrator. This is to prevent any security and access rights issues. (Note that when running as administrator and installing on a LAN with a mapped drive, e.g. T:, this mapped drive must also be mapped for the administrator).

Step 1

and copy it into the ~\Triumph\wrkstn\’ folder.

triumph

Step 2

Run the ‘Triumph 6.2 Update.exe’ installer, located in the ‘~\Triumph\wrkstn\’ folder. Click “Next >”

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Step 3

Select “I agree to the terms of this license agreement” and click ‘Next >’.

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Step 4

Your Triumph installation folder should be filled in automatically if the installer is run from the ~\Triumph\wrkstn folder. Click ‘Next >’ if this information is correct.

triumph

Step 5

Click ‘Install >’ to start the installation. This will install all the updated programs, forms and reports.

triumph

Step 6

Click ‘Next >’ once the install process has completed.

triumph

Step 7

Please ‘Select ALL’ companies then click ‘Next >’. This process updates the company data.

triumph
triumph

Step 8

Click ‘Confirm to proceed with process’ and click ‘OK’ to start the company data update.

triumph

Step 9

Once the company data update is complete, click ‘Finish’.

triumph

If there were any errors during the update, highlighted in red at the end, you will need to remedy and run again. If the problem persists please contact your Triumph consultants.

Step 10

You can then click ‘Finish’ to complete the update, and optionally view the log file.

triumph

You have now installed the latest Triumph 6.2 update in 10 simple steps. Well done.

If you haven’t already done so, download the ‘Triumph 6.2 Changes Document.pdf’ from our website at: Download the latest ‘Triumph 6.2 Update.exe’ from our website at: triumph.com.au/support/triumph-updates, and find out about all the changes included in this update.

How to email contacts with a single click?

tips and tricks 1

Maintaining contacts is Triumph ERP provides a quick and easy way to communicate with customers and suppliers alike.  With a click your email client is automatically launched with the email address inserted and ready for you to type.


Contacts can be mailed via any of the following options:

  • Bank Account Maintenance (G-B-F-A)
  • Debtor Account Maintenance (D-F-A)
  • Creditor Account Maintenance (C-F-A)
  • Insurance Maintenance (F-F-I)
  • Finance Maintenance (F-F-F)
  • Job Maintenance (J-F-J)
  • Global Delivery Address Maintenance (C-P-F-D)

And via the Contacts button on the application’s toolbar.

  • Contact Maintenance (S-F-F-O)
email
email

How do I action a supplier charge back using automatic payments?

tips and tricks

Triumph ERP supports charge backs where by a supplier’s invoices can be journaled to a parent, or clearing supplier, without a payment being made immediately.  To set this up you require the following to be in place.


Creditor Control S-S-C

  • Parents/Children,
  • Charge Back Parent A/c, and
  • Automatic Payments checked.
Charge back

Creditor Account Maintenance C-F-A

  • Corporate Structure Tab set
    • An account as a parent with its child accounts reported combined and the charge back flag checked.
    • Link one or more child accounts back to the parent account
charge back,creditor

Charge backs are processed through the Creditor’s automatic payment options. These options allow you to define, edit and commit, or cancel, a charge back run.  The process is similar to any other payment run type such as cheque or EFT.  There are some differences and these include:

  • Accounts not ready for processing may be placed on hold.
  • Committing a charge back run processes the selected accounts by journaling between the child and parent accounts
  • Unlike other payment run e.g. EFT or cheque no journal against a bank account is posted.
  • If accounts are still on hold the charge back run is not removed once the commit finishes.
  • A charge back run remains until either all accounts on hold are released or dropped from the run.

Create a Payment List (C-S-A-I)

Use this option to create a charge back run.

charge back,creditor

Edit Payment List (C-S-A-E)

Changes to the individual accounts / transactions can be made inlcuding palce an account on hold.

charge back,creditor

Commit or Cancel Payment List (C-S-A-C)

Instead of nominating a bank account charge back require an invoice no.  This is then used to identify the journals between accounts.

charge back,creditor

Creditor Account Maintenance (C-F-A)

The images below show a comparison between the journal posted to the child and parent accounts respectively.

  • Child Account
charge back,creditor
  • Parent Account
charge back,creditor

How to check what version of Triumph I am running.

How to check what version you are running and how to get the latest maintenance & product enhancements

Regularly updating your software to the latest version is the best way to protect your investment and get the most out of the business software.

Triumph software updates contain product enhancements and occasionally contain bug fixes. These updates are installed over your Triumph current installation and do not require uninstalling or re-installing Triumph. Applying software updates is one of the most important things you can do in your business.

Firstly, you should check if you are on the latest release, Triumph 6.2. Please note that only the latest version of Triumph receives all of the latest features.

To check your Version of Triumph, simply click on Help -> About.

To check for the latest update; Help -> Check for Update. If a later release is available, it would be stated.

Triumph
Triumph

How to gain better control over emailing business forms in Triumph ERP

how to gain better control over emailing business forms

In Triumph 6 you now have much more control over emailing business forms like invoices, quotes and purchase orders.

Emailing in Triumph, unlike some other products is built in and free to use. Emails can be sent via Outlook, Microsoft Exchange or most other mail systems such as Gmail.

To turn on the editing of your emails, you would first need to navigate to Business Forms Set Up via System Maintenance -> Utilities in the main menu for emailing. Select the form and change Edit Emails to “Yes”. This will only work for single emails like a single debtor invoice and will not work for bulk emails like a statement run.

emailing

Before emailing a single business form the following window will pop-up, allowing you to:

  • Add multiple email addresses in the; To, Cc, and Bcc recipient list
  • Change the Subject line
  • Add multiple additional attachments
  • Edit and change the message body

In addition to this, Statements have a new page that will allow you to edit the message body and specify additional attachments. This is a great way of sending out additional marketing information such as new catalogues and price lists etc.

emailing

Is your Registration Key causing you frustration?

Is your registration key causing you frustration?

The registration procedure has a new option that automatically updates your registration via the Internet.

This option is now active for clients that have paid their latest Triumph maintenance and are on Triumph 6.0, 4-May-2016 or later.

If you find you are not on Triumph 6, see your Dealer today for an upgrade to the latest release, your upgrade to Triumph 6 is free and covered by your Triumph software maintenance. (Dealer installation fees apply).

To access this option, you would need to:

  1. Browse to Registration Procedure (S-S-S-R).
    registration
  2. Select Update Triumph’s Registration via the Internet
    Registration
  3. The program will fetch the latest registration certificate and update the system. This includes your maintenance expiry date and any new users, or modules you may have purchased. It will also check if your version of Triumph is the latest release.
    registration