How do I speed up going through the menus?

Although the Triumph menus are consistent and logical to follow, sometimes you just want a quick way of getting to the options you use all the time.

Well, the good news is that this can easily be done!

At the top of Triumph, on the button bar, is a Favourites button. Click on this to display a list of your favourite menu options, and a list of the options you have most recently visited…

Simply click on any of these, to take you directly to that option, e.g. Sales Order & Quote Entry (D-O-T-O).

To add your own permanent favourites, click the “Maintain Menu Favourites” option at the bottom of the list. This will bring up the following dialog, where you can add, remove and order your Favourites…

Note that to add a favourite option, it must be in the list of most recent options to start with.

Lastly, if you don’t see a Favourites button on your button bar, you may need to adjust your menu security. To get access to Favourites, you must also have access to the “Maintain Menu Favourites” option (S-M-F)…

How do I store additional information that needs to be kept and maintained?

It doesn’t matter what system you’re using there is always additional information that needs to be kept and maintained. It may be the industry you’re in or the way your company operates, but there is always something extra to record. With Triumph’s User Defined Column functionality, it will provide you with the ideal place to easily store all this extra information. User defined columns can be defined on master records such as Stock, Jobs, Quotes, Debtors, Creditors, and Fixed Assets. As well as the following transactions; Sales Orders, Purchase Orders, Purchase Requisitions and Point of Sale.

To create user defined columns for any of the above, go to menu option User Defined Column Set Up {S – U – U} and select the appropriate Module, e.g. Inventory. Note that this is a single user operation/option.

You can then select up to 10 x text columns, 10 x checkbox columns, 10 x number columns, 6 x date columns and 1 x notes column.

Select from the predefined columns on the left, then customise the appearance and behaviour of your selected column on the right. Change its label, status help, size, default value, if its required, caps-locked and more.

There are also some advanced options that can be set such as the display mask, validation table lookup, and eCommerce enabled. You can also set the label name for the tab where the user defined columns will be displayed, e.g. “Extra Details”.

Refer to Triumph’s Help for a detailed explanation on how to set advanced and other options.

When ready click Save to update the system with your user defined column definition. If you go to the corresponding maintenance option, e.g.  Stock Item Maintenance {I – F – A}, you will see your user defined columns on their own tab.

Additional things you should know about user defined columns:

  1. They can be added to lookups and used to filter/search for records.
  2. They can be printed on custom forms and reports.
  3. They can be imported like other import fields.
  4. Transaction based columns can inherit their value from their corresponding master file, e.g. debtor to sales order or creditor to purchase order.

 

It doesn’t matter what system you’re using there is always additional information that needs to be kept and maintained. It may be the industry you’re in or the way your company operates, but there is always something extra to record. With Triumph’s User Defined Column functionality, it will provide you with the ideal place to easily store all this extra information.

User defined columns can be defined on master records such as Stock, Jobs, Quotes, Debtors, Creditors, and Fixed Assets. As well as the following transactions; Sales Orders, Purchase Orders, Purchase Requisitions and Point of Sale

How do I export my reports and listings to Excel?

Have you wondered how to export your reports and listings out from Triumph into Microsoft Excel for further modifications?

To export a report or listing into Microsoft Excel, what you first need to do is to open up the report/listing and preview it. In this example we are previewing the Debtor Trail Balance (D-R-B).

  1. Click on the “Export Report” button in the top left corner of the preview.
  2. Select “Microsoft Excel 97-2000 (XLS)” to export to Excel and the destination as “Application” then click “OK”.
  3. Click “OK” again when prompted for formatting options.
  4. This will bring up Microsoft Excel with your report loaded.
  5. From here you can save your Excel file for later use.

This works for all Crystal reports and listings in Triumph.

Note that on the cloud version of Triumph you can only view your reports in Excel. The full version of Excel is not installed or licensed for the cloud. In this situation, you can save the Excel file directly to your local computer if you have permission, or save it on the cloud, then use Windows File Explorer to copy and paste it back to your local computer.

How to perform a debtor wide transaction search.

With  the  debtor wide transaction search in Triumph ERP Software, it is now much easier to find a transaction purely on an amount or reference, like what you might get from a bank statement.

The debtor wide transaction search appears in two places. In Debtor Receipt Entry D-T-R simply click the “Transaction” lookup button.

This will bring up the transaction search window, where you can enter an amount or text to search for.

If you enter an alphanumeric search text, any transaction whose Transaction Number, Reference Number, Order Number or Description, contain that text string will be displayed.

If you enter a numeric search text, in addition to the above, the Amount and Unapplied Amount will be checked to see if their values match.

If you enter a whole value, e.g. 65, any amount in the 65 dollar range, positive or negative, will be found, i.e. $65.00 – $65.99. If you enter +65 it will only find positive amounts, and if you enter -65 it will only find negative amounts. If you enter +65.85 it will only find positive amounts for exactly $65.85.

Once you’ve found your transaction, double click on it to bring back the debtor and amount, or click the OK button.

If you save the receipt and then apply it, the system automatically picks up the original invoice to be applied, making this job even easier.

Based around the same lookup, Debtor Transaction Enquiry D-T-W, is a powerful new option to find and enquire on debtor transactions.

The main difference here is that you have all the normal Transaction Enquiry buttons such as Reprint and Reverse etc. You can also export the results to Excel.

In addition to outstanding transactions, you can also find transactions based on a set date period or a date range.

Note: Depending on the selection criteria, it may take some time to return all the results.

How can I easily filter a description lookup in Triumph?

Allowing the user to start filtering a lookup is an easy way to whittle down the entries so you can find a particular result quickly.

In Triumph 6.2, we have improved on this by allowing the user to start filtering from the button bar.

In the below screen shot, in Debtor Invoice Entry, “AS” has been entered into the Debtor form.

By clicking on the “Filter” button, the Debtor Account Lookup will appear along with a filter for Debtor Name containing “AS” already applied. This greatly reduces the time spent having to manually create a filter in the lookup with the correct search terms.

This can also be done by pressing the Shift + F4 keys on the keyboard instead of clicking on the “Filter” button in the button bar.

How can I prevent users from changing the price and amount on a Sales Order line?

The ability to prevent users from changing the price and amount on a Sales Order line is a very handy feature to have.

To set this up just browse to Maintain User Groups S-M-G and select the user group that you want to set this up on. You should see 3 check boxes under “Sales Order Access”.

Unchecking “Edit Price” will prevent all users in that user group from editing the price and amount on Sales Order lines.

Unchecking “Edit Discount” will prevent all users in that user group from editing discounts on Sales Order lines.

Unchecking “Edit Tax” will prevent all users in that user group from editing the tax code and amount on Sales Order lines.

The user will see that the price and amount fields are now not editable.

Introducing ATO Taxable Payments Reporting!

Businesses in the building and construction industry are required to report annually to the ATO, any taxable payments that have been made to contractors for providing services. Contractors can include subcontractors, consultants and independent contractors. They can be operating as sole traders (individuals), companies, partnerships or trusts.

While Triumph has always provided a paper-based report of the information required by the ATO, the ATO require this information to be submitted on a specific lodgement form, or electronically. Triumph can now create an electronic lodgement file that can be uploaded to the ATO, which is a huge timesaving.

The Creditor Taxable Payments Report C-R-P-P, is now a report wizard…

After printing the audit report, you now have an option to generate an electronic upload file…

Inventory Scanning of Purchase Order Goods Receipts

Inventory Scanning is a new mobile technology module, and along with Paperless Picking, is based around an integrated hand-held scanning device. In addition to functions like Stock Taking, Stock Requisitions, and Stock Enquiries, this module now allows Purchase Order Goods Receipts to be scanned in…

Simply walk up to a pallet that has been delivered and start scanning. The scanner will immediately identify who the supplier is and what purchase order the goods are on. If there is more than one matching purchase order, the scanner will get you to choose which is the correct one.

Goods from other purchase orders can be scanned at the same time, as long as they are from the same supplier. If there are more goods than ordered, the scanner will warn you, and give you a choice to accept the over delivery.

Once an item has been scanned and identified, you can either do repeat scans or you can manually enter a quantity. The system will also scan an outer barcode to give you a box quantity…

Once completed a Goods Received notification can be printed or emailed, and Triumph will be completely updated. For receipting goods nothing could be simpler or more efficient.

Using the New Integrated Calculator

The calculator function in Triumph has now been integrated so that it will start with the current form’s numeric value and optionally return a result value to that form.

In the example below, we popup the calculator (Ctrl+U) from the reserved quantity form, which has a current value of 273…

If we then go + 351 and press Enter the result is 624…

If we press Enter again, or alternatively click OK or press F2, the result will be returned to our form…

This is an easy and time saving method when you need a calculated value to be entered.