trio base overview
DESCRIPTION
Business FrameworkTRANSCRIPT
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TrioBase / ERP Presentation
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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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Multiple data view
Multiple data view can be saved and
recalled by all users
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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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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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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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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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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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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