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TrioBase / ERP Presentation

Trio base overview

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Page 1: Trio base overview

TrioBase / ERP Presentation

Page 2: Trio base overview

www . Logistal . net

Why it is different

TrioBase® is the new generation of business development languages, The

scalability and flexibility of TrioBase® allow companies to build application/s in very

short time.

TrioERP® comprehensive ERP application built on the top of TrioBase technology

and it serves small to enterprise industries.

What do you want to do…Not How

The challenge nowadays is not on the Application/ERP

size, End-User is more intelligent than before and his

requirements are enhancing daily.

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Development Toolkit

Email & SMS

Notifications

Policies & Rules

DMS

Multi

Languages

Notes

User SecurityReport

Designer

KPI

Designer

Business Modules

Sales Financial

Form

Designer

Features

TrioBase Engine

Procurements

HR &

Payroll

CRM

Manufacturing

ServicesProjects

Fleet

Material

Architect

Score Cards

Workflow

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Benefits

1. Fully integrated with Microsoft Applications

2. Dimensional Data View (Grid, Pivot, Chart)

3. Exportable Reports.

4. Report and Dashboard Designer.

5. Multi - legal entities and sites.

6. SMS & Email batches and notifications

7. Outstanding reporting & analytical tools & generate all statistics

8. Fully customizable, configurable to your needs & identity

9. Historical information for all processes

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User Friendly

System provides a streamlined

graphical user interface (GUI) to help

both users and system administrators

access the application efficiently.

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Reports with Dashboard

• The system allows you to generate reports that are specific to your needs, besides, the

resulting data can be exported to popular file types (including, Image, MS. Excel and Adobe

PDF).

• Results can be introduced using charts, shapes and bars with easy and beautiful

implementation.

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Workflow

Process flow and communications can be managed from Centralized area. User

doesn’t have to jump between screens to know what he should do today or what

happened to his requests

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Alerts && Notifications

Batch Engine will send Email and SMS to user/s automatically based on conditional

query and periodically within a predefined time schedule.

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Multi-Languages

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Multi Currency

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Analytical Data list

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Multiple data view

Multiple data view can be saved and

recalled by all users

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On fly report & Exportable Data

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Pivot Data view

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Smart Search

- Fins panel

- Filter column

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Multiple Notes

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Multiple Attachments

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Security

Handling security matrix is just a one minute task. Administrators not only can

manage screens accessibility, fields with record level security can be easily

configured as well.

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Record Level Security

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On fly Customizations

With development authorizations, User can Add/Edit/Delete fields such as (Text-

box, Number, Date-Time, Image, …. etc.). Field properties can be simply managed.

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ERP Modules

TrioERP is an ERP

built by highly skilled

business and technical

team members using

the best practice and

international standard

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Finance

Ledger

Banks

Fixed Assets

Accounts Payable

Accounts Receivable

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Ledger

Chart Of Accounts: Provided COA will be used with new code structure, but we will keep the last four digits for

the transactional accounts.

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Dimensions

Dimensions are a multiple cost center levels that can be used in any transaction to get a dimensional view

for financial statements and to analyze revenue & cost.

Three dimensions type will be defined:

1. Dim1: For locations i.e. (Riyadh, Dammam, Jeddah…etc).

2. Dim2: For departments like (IT, HR, Finance….etc).

3. Dim3: For projects to allocate project expense to specific project.

4. Dim4: For user define.

5. Dim5: For user define.

6. Cost Centre: Tree structure

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Journals

Journals: In this screen you can create all journals entries by select the account type.

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Journal Batches

Journals Batches: You can Fitch all created journals entries in order to post these journals directly in one click.

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Accruals

Accruals: You measures the performance and position of a company by recognizing economic events

regardless of when cash transactions occur.

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Banks

Banks: You can create all banks details in the Bank List as shown:

Banks Reconciliation: Will be used to reconcile bank transactions as shown:

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Budget

Budget will be defined for each account and it can be allocated by dimension. Budget definition will control

the transactions based on the system parameter.

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Finical Reports

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Fixed Assets

Fixed Assets List: You can define all assets in your company with all related data.

You can also configure assets either prerequisite, and disposals as depreciations, sale, or scrap

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Reports

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Materials Control

Products: All product information will be defined and linked with specific group to handle the GL integration.

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Structure

Unit of Measurement (UOM): Each product contain main UOM with conversion factors.

Storage dimension: Any product should be stored and located in specific Site and Store.

Other storage dimension is optional and it can be mandatory by enforcing the system to check it in all product

transaction types for each product.

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Ledger Integration

Posting Profile: In this part, product transaction that will be posted to the GL will be managed by defining the

GL account for each transaction type.

All Products will be treated in a ‘Perpetual’ method and delivery journal will be reflected in the GL hence to be

settled in the invoices.

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Costing

Inventory Closing: In this screen, Inventory period can be closed to settle inventory transactions like sales

cost and others. Once the period is closed, no one can post inventory transaction like PO or SO to the

closed period.

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Inventory Journal

This screen will be used to handle any inventory transaction not related to the sales or purchase process.

Opening Balance, Scrap and Adjustment.

Each journal will has specific GL Account that will be fetched automatically.

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MR

Material requisition MR: Any employee can submit a material request and it will goes through predefined

approval as shown in screen.

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MR Release

MR Release: Authorized person will release MR and these inventory transaction types can be automatically

generated for each line:

Purchase order

Request for quotation

Store transfer

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Store transfer

Products can be transferred from site/store to another using this screen

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Counting

Product Counting: At anytime, counting journal can be performed to check the actual quantity VS system

quantity.

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Reports

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Procurements

RFQ PO Confirmation Delivery Invoice

The procurement cycle follows specific steps for identifying a requirement or need of the

company through the final step of the award of the product or contract.

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Vendors

Vendor: All vendors information will be defined along with multiple contacts.

Payment Types: Cash and Credit method of payment will be defined along with detailed credit

days 30,60…etc

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Ledger Integration

Posting Profile: This is to configure the ledger reflection for each vendor, vendor group or for all vendors.

One ledger account in COA will be defined and linked for all vendors.

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RFQ

Purchase RFQ: Request for quotation process will start from this screen in order to be sent to multiple vendors, get their reply and compare it.Automatic PO will be generated from the replied RFQ

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PO

Purchase Order (PO): PO can be created automatically from RFQ and Material requisition or it can be created manually hence send it to specific vendor

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Delivery

Purchase Delivery: Each PO can be delivered partially and automatic GL voucher can be created according to Product configuration as follow:

Debit: InventoryCredit: PO-Delivery

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Invoice

Purchase Invoice: Vendor invoice can be generated for multiple deliveries.

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Direct Invoice

Direct Purchase Invoice: All Procurement cycle could be performed from one screen.Product quantity and ledger will be affected automatically based on the posting profileconfigurations.

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Return

Purchase Return: Purchased Delivery or Invoiced products can be returned using this screen

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Reports

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Sales

Sales Quotation

Sales Order

ConfirmationSales

DeliverySales

Invoice

Sales cycle follows specific steps from posting sales quotation to customers to the final step

of the receiving customer’s payment .

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Customers

All Customer information will be defined along with contacts list, payment methods, and

multiple contacts

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SQ

Sales Quotation (SQ):

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SO

Sales Orders (SO):

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Delivery

Sales Delivery :

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Invoice

Sales Invoice:

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Direct Invoice

Direct Sales Invoice:

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Return

Sales Return:

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Reports

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HR & Payroll

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Balanced Score Card

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CRM

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Project Management

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Manufacturing

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Fleet Management

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Services