The Titan Manual

This document contains, or links to, all Titan documentation. The first section is a review of the many features and functions of Titan. Even if you have been on Titan for years, there may be new features, or features you didn’t need before, but could use now. The second section lists each of the Titan modules, and the programs in them, in the order they appear on menus. Program headings include a brief description of its purpose. A number of Titan documentation articles are linked to the headings. The third section links to Titan demonstration/training videos. The final section is a series of Frequently Asked Questions and brief answers from Titan support.

Titan Features

                General Features

                Reporting & Forms

                Sales Entry

                Pricing

                Purchasing & Inventory Management

                General Ledger

                Accounts Receivable

                Accounts Payable

                Contact Management (CRM)

                Payroll

                Fixed Assets

                More…

Modules/Menus/Programs

                Administration

                General Ledger

                Accounts Payable

                Accounts Receivable

                Payroll

                Order Entry

                Inventory/Purchasing

                Report Writer

                Fixed Assets

                Manufacturing

                Job Costing

                Contact Management

All Documents

Video

FAQs

 

Titan Features

General Features

 

Reporting & Forms

 

Sales Entry

 

Pricing

 

Purchasing & Inventory Management

 

General Ledger

 

Accounts Receivable

 

Accounts Payable

 

Contact Management (CRM)

 

Payroll

 

Fixed Assets

More…

 

Modules/Menus/Programs

 

Administration

Contains file and system maintenance programs.

            File

                        Edit Customers

Used to create and maintain customer account records though authorized users can do this from order entry as well.

                        Edit Vendors

Used to create and maintain vendor (goods or services) account records.

                        Edit Sales Staff

Create sales staff (separate from users) and their commission plans, and create commission reports.

                        Edit Fiscal Periods

Create fiscal periods for each fiscal year.

                        Edit Chart Of Accounts

Create and maintain the general ledger accounts and their beginning balances.

                        Edit Items

Crate and maintain inventory and service item records for sale and  purchase. Authorized users can also do this from within order entry and purchasing.

                        Edit Jobs

Used to create and maintain jobs for the job costing system.

                        Edit Job Phases

Creates defined job phases for the job costing system.

                        Edit Job Cost Types

Creates types for the job costing system.

                        Edit Customer Terms

Create and edit customer payment terms to apply to customers and sales orders.

                        Edit Vendor Terms

Create and edit terms for payments to vendors to apply to vendors and purchase orders.

                        Edit PO Special Orders

 

            Edit

                        Edit Price List

Create and edit price lists that can set exception prices for specific items for specific customers.

                        Edit Pricing Categories

Create price categories to be assigned items so that they can be grouped for special customer pricing.

                        Assign Customer Price Lists

Allows you to assign multiple price lists to customers.

                        Edit Assortment Discounts

Allows you to establish discounts for groups of items that are not in the same sales category and apply quantity discounts.

                        Edit Item Classes

Create and edit item classes which can be assigned to items and used to set defaults and in report filtering.

                        Edit Kits

Create and edit kits, which are groups of items sold as one.

                        Edit Sales Tax Table

Create and edit sales tax authorities and jurisdictions to be assigned customers and sales orders.

                        Edit Checking Accounts

Create and edit the accounts that are used in payables for check writing.

                        Edit Shipping Methods

Create and edit the methods that can be assigned to customers and sales orders to designate shipping.

                        Edit Tiered Freight

Create and edit customer freight charge plans based on the value of the shipment.

                        Edit Credit Card Types

Create and edit credit card types (MC, VISA, etc.) for the credit card customer payment system.

                        Edit Payment Methods

Create various customer payment methods (cash, check, CC, etc.) to be used in sales order entry and AR.

                        Edit Currencies

Create and edit multiple currencies and their exchange rates when foreign currencies are used.

                        Edit Routes

Create and edit delivery routes for local shipments to be assigned customers.

                        Edit GL Entities

This program is only activated if your account structure contains an “E”. Create and edit accounting entity prefixes to be used in the GL chart of accounts. This program can also be accessed from the General Ledger module.

                        Edit GL Cost Centers

This program is only activated if your account structure contains an “C”. Create and edit accounting cost center suffixes to be used in the GL chart of accounts. This program can also be accessed from the General Ledger module.

                        Edit Order Sources

Create unique order sources with color codes to be assigned orders in order entry.

                        Edit Order Types

Create unique order types with color codes which can be set as defaults for customers and assigned to orders.

                        Edit Makes/Models

Make/Model tracking allows users to tag sales orders with specific information such as the make, model, etc. of a vehicle that parts are being sold for. Field labels can be changed so that this information might apply to other equipment such as heavy motors. The Track Make/Model/Year option must be selected in System Defaults.

                        Edit Zip Codes

Maintain a zip code table for cities that will automatically determine the city based on a zip code entry.

                        Pricing Matrix

Create and edit expanded matrix pricing by pricing categories and customer groupings.

                        Edit Drivers/Delivery Schedules

Maintain the delivery date, day, and time schedule for individual drivers (users.)

                        Edit Catalog              

Create and maintain item catalogs to be assigned items here or in item maintenance.

            System

Numerous general system settings and tools typically reserved for use by system administration.

                        Set System Defaults

Used to maintain numerous system-wide fields, settings, and switches. Should only be accessed by your system administrator or BCR support.

                        Setup Users

Used to maintain the access, authorization, and options settings for individual system users. Should only be accessed by your system administrator or BCR support.

                        User Activity

Can be used to list the current users logged onto Titan and log them off if need be

                        Reindex/Pack Databases

This tool can be used to reindex and pack select or all Titan tables, which may improve system performance.

                        SQL Tools

An SQL command interface tool. Some knowledge of the SQL syntax is required and access is usually tightly limited. Core Titan data can be viewed and changed using this tool which may be a security or data integrity concern.

                        Import (Excel)

This tool can be used to import data to Titan tables from MS Excel spreadsheets. MS Excel is required on the workstation it is run on.

                        Import (Generic)

Can be used to import data to Titan tables from other ADT and DBF database tables. Typically only used by BCR support representatives.

                        Forms Designer

Accesses the Report Writer.

                        E-Commerce/Tracking

Programs related to the tracking of data changes. Contact BCR support for assistance.

                        Post Inventory Residual Values

 

                        Close or Archive/Purge Documents

Used to reduce the number of order, invoice, purchase order, etc. documents accessed from primary edit tabs in order entry and purchasing to improve system response times.

                        Matrix Inventory

This program will build a number of new items from a single item using a matrix of qualities, such as size and/or color, etc. A single item would create twelve new items from three sizes and four colors.

                        Change/Merge Customer ID

Allows a user to take change the ID of an existing customer to another ID or merge its account history with another customer, such as when one customer buys another.

                        Change/Merge Vendor ID

Allows a user to take change the ID of an existing vendor to another ID or merge its account history with another vendor, such as when one vendor buys another.

                        Change/Merge Item Number

Allows a user to take change the ID of an existing item to another ID or merge its  history with another item, such as when one item is now carried in place of another. Can be performed on a single item or batches of items.

                        Change/Merge G/L Account #

Allows a user to take change GL account to another account ID or merge it with another account, such as when two accounts are consolidated.

                        Change Tax Authority

Allows a user to take change one tax authority to another or merge to an existing one, and change all of the customers and transactions assigned the old authority accordingly.

                        Change Salesperson

Allows a user to take change one salesperson setup to another or merge to an existing one, and change all of the customers and transactions assigned the old salesperson accordingly.

                        Inventory Price Changes

This program can be used to make relative changes the cost or price levels of  ranges of items in either the item master or price lists.

                        Inventory Quick Price Edit

Provides a spreadsheet style grid for the manually keyed updating of the cost or price levels of a selected range of items.

                        Inventory Cost Update

Allows the user to update the cost of selected items based on the factor in the vendor file times the base price when the vendor provides a list and discount to determine your cost.

                        Setup Account Structure

Establishes the format for the GL account numbers, such as xx-xxxx as opposed to xxxxxx. Also sets up cost center or sub-account formats. Should only be used in consultation with your accountant and BCR support.

                        Validate Data

Changes the details and settings in a variety of Titan tables. Should only be used in consultation with BCR support.

                        Vendor Catalogs

A variety of utilities for importing data from specific sources and generic data updates. Contact BCR support for help in selecting and using the appropriate utility.

                        Link Images to Items

 

            Reports

 

                        Print Customer List

A simple listing of basic customer account information for a range of, or all, customers, including name, contact, address, tax code, etc.

                        Address Labels

A basic name and address mailing label program for customers, vendors, or employees.

                        Print Vendor List

A simple listing of basic vendor account information for all vendors including name, contact, address, phone and federal tax number.

                        Chart Of Accounts Listing

A basic listing of the chart with descriptions, type, class, and budget category.

                        Item Master List

A basic listing of a range, or all, items by item ID, description, class, or vendor, and includes the item on hand, cost, and other basic information.

                        Create File For Barcode Labels

Select items and enter the number of labels desired to create a list for the BARCODE table, which can then be used in Report Writer label reports with barcode fonts.

                        Bill of Material Explosion

Creates a report of BOM items and their components. BOM items can be selected by range. The default report can be used or a custom report created with Report Writer selected.

                        Item Listing with Images

 

                        Management Information

An business performance dashboard giving major financial indicators in specified comparative time frames. Access is usually reserved for senior company management. 

                        Customer Price List

 

            Imports

 

                        Setup

 

General Ledger

 

            Entry

 

                        Enter/Edit Batch

Create general ledger entries or edit unposted GL batches from other sources within Titan. Batches can be printed and posted directly from this screen if desired.

                        Batch Journal Print

GL batches must be “printed” (at least viewed on screen) before they can be posted. They can be printed directly from the Enter/Edit Batch screen or from this program.

                        Post Batch(es)

GL batches can be posted after printing from either the Enter/Edit Batch program individually, or as selected from this program.

                        Reverse Posted Batch

This program will produce a reversing entry (debits and credits) for a posted GL batch. It will then appear on the Enter/Edit Batch screen to be printed and posted.

                        Unpost a GL Batch

This program will unpost a GL batch and return it to the Enter/Edit Batch screen.

                        Check Register

The check register is a report, similar to a manual check register, but with a number of filters. It can be exported to a spreadsheet if desired. It is not necessary for check reconciliation.

                        Check Reconciliation

This program is an interactive tool that allows you to flag checks or any bank account activity as reconciled to a bank statement. Flags can be reversed and miscellaneous entries for bank charges can be created directly from this program.

            Reports

 

                        Financial Report Preparation

This program should be run before running any financial reports as it determines which financial periods should be used. If it is not rerun, all subsequent runs of the reports below may not be accurate or updated. 

                        General Ledger

 

                        Trial Balance

 

                        Income Statement

 

                        Income Statement Comparative

 

                        Income Statement Comparative w/Variance                    

 

                        Percentage Income Statement

 

                        Balance Sheet

 

                        Balance Sheet Comparative w/Variance

 

                        Account Detail Report

 

                        Sub-Ledger Report

 

                        Budget Category Report

 

                        Budget Variance Report

 

                        GL by Ranges

 

            General

 

                        Show Account Activity

This inquiry can be used to view any range of GL entries based on a variety of filters.

                        Update Current GL Period

The GL period determines the period that is assigned GL batches created in this module, though it can be edited in the individual batch. It is independent of other modules. It can also be updated from within the Administration>System Defaults program.

                        Edit Cost Center Descriptions

This program is only activated if your account structure contains a “C”. Create and edit accounting cost center suffixes to be used in the GL chart of accounts. This program can also be accessed from the Administration module.

                        Edit Entity Descriptions

This program is only activated if your account structure contains an “E”. Create and edit accounting entity prefixes to be used in the GL chart of accounts. This program can also be accessed from the Administration module.

                        Initialize Budget File

Deletes the existing budget and builds a blank budget table from the current chart of accounts.

                        Edit Budget

An entry/edit program that allows you to maintain budget figures.

          Year-End

 

                        Create Year End Closing Batch

 

                        Undo Year End Close

 

                        Archive Previous Year’s Data

 

Accounts Payable

 

            Invoices

 

                        Enter/Edit Invoice Batches

Create and edit vendor payable invoices. Individual batches can be printed and posted directly from this screen.

                        Print Invoice Batch Journal

Payables must be printed before posting. Multiple batches can be printed from this program.

                        Post Invoice Batches

Use this program to post multiple batches at once.

          Checks/Memos

 

                        Check Preparation

This program is used to schedule payables for payment.

                        Print Cash Requirements Report

This report must be printed or viewed before check scheduled to print can be printed.

                        Print Checks

Prints checks that have been scheduled to print in the check preparation program.

                        Edit Check Numbers

You can use this program to change the number the system has assigned to a check. This is usually only done when a pre-numbered check is printed and it is not the next check number the system anticipated.

                        Reprint Checks

This program will reprint one or an entire check run if needed, such as when checks were physically damaged during printing or the initial printing was a test run.

                        Enter Manual Checks

Use this program if you pay a vendor invoice with a manual check instead of a system printed check.

                        Void Checks

This program allows you to void one or more checks that have been printed but not posted. It will return the payable to the scheduled checks status.

                        Print Check Journal

A check journal must be printed or viewed before checks can be posted.

                        Post Checks

Post checks to change payables to paid and post to the general ledger.

                        Email Advice to Vendors

Sends a payment advice email to selected vendors. Contact BCR support for assistance with this function.

                        Void Posted Checks

Voids the check printed, returns the payable to payables, and removes the GL postings.

                        Instant Check

Use this program to print a check, or note a manual check, for bills that is not a payable in Titan, such as a bill for window cleaning or a donation.

                        Enter Debit /Credit Memos

Debit (decrease), or credit (increase) the amount owed a vendor. Memos can be applied to specific invoices or unapplied to the account. 

                        Print Debit/Credit Memo Journal

The memo journal must be printed or viewed before memos can be posted.

                        Post Debit/Credit Memos

Post memos to update the vendor’s payable account and the general ledger.

                        Unapplied Credit Notes Report

Lists vendor credits that have not been applied to unpaid vendor invoices.

                        Apply Unapplied Credit Notes

Allows you to apply credits to specific vendor invoices.

                        Print Check Register

Unlike the register in the general ledger module which is formatted specifically for on screen or spreadsheet, this  register is formatted for printing, if that is preferred.

            Reports

 

                        Display Invoices

A vendor specific inquiry screen displaying aging, payables and payments.

                        Invoice Due Report

 

                        Invoice Detail Report

 

                        Invoice Distribution Report

 

                        Aging Report

Updates the vendor aging and produces an aging report.

                        AP Charts

 

            General

 

                        Print 1099’s

 

                        Update Current AP Period

The AP period determines the period that is assigned AP batches created in this module, though it can be edited in the individual batch. It is independent of other modules. It can also be updated from within the Administration>System Defaults program.

                        AP Clearing Reconciliation

This inquiry provides details of the reconciliation of purchase receipts to vendor invoices, by receipt, vendor, purchase order, or location.

 

Accounts Receivable

 

            Invoices

 

                        Enter/Edit Invoice Batch…

This program allows a user to create a customer account invoice outside of the order entry system. It is typically only used in special circumstances.

                        Print Invoice Batch Journal

The invoice batch journal must be printed or viewed before invoice batches can be posted. This only applies to the Enter/Edit Invoice Batch program, not to invoices created through the order entry system.

                        Post Invoice Batches

Posts the invoice batches created using Enter/Edit Invoice Batch to the customer accounts receivable and the general ledger.

                        Generate Late Charge Batch

Late payment service charges to customers, if used, must be created using this program, typically monthly. Late charges are based on the system and customer setup and will be posted to the individual customer account and the general ledger.

            Payments/Adjustments

 

                        Enter/Edit Payment Batches

This program is used to enter payments from customers to their accounts.

                        Print Payment Batch Journal

The AR payment batch journal must be viewed or printed before the batch(es) can be posted.

                        Post Payments

Posts the AR payment batch(es) to the customer accounts and the general ledger. 

                        Enter Credit/Debit Memos

Debit (increase), or credit (decrease) the amount owed by a customer. Memos can be applied to specific invoices or unapplied to the account. 

                        Print Debit/Credit Journal

The memo journal must be printed or viewed before memos can be posted.

                        Post Credit/Debit Memos

Post memos to update the customer’s receivable account and the general ledger.

                        Unapplied Payment Report

Lists customer payments that are credited to customer accounts but not applied to specific customer invoices.

                        Unapplied Credit Notes Report

Lists credit notes for customer accounts but not applied to specific customer invoices.

                        Apply Credit Notes/Payments

Allows the user to apply notes and payments to specific customer invoices.

                        Create Sales Tax Credit from Invoice                      

Allows the user to credit sales tax that should not have been charged, without crediting the entire invoice and re-invoicing with a non-tax authority.

            Reports

 

                        Display Account Detail

A customer specific inquiry that displays all invoices, payments, and aging of the account.

                        Account Detail Report

 

                        Account Balance Report

 

                        Cash Receipts Report

 

                        Aging Report

Prepares the aging of customer due amounts and produces an aging report.

                        AR Charts

A limited selection of customer performance graphs.

                        Print Statements

Prints (hardcopy, fax, emails) customer statements according to system and customer setup. Should only be run after the Aging Report updates the aging.

            General

 

                        Month End Processing

Sets the AR and Order Entry period. This determines the period that is assigned AR batches created in this module, though it can be edited in the individual batch. It controls both modules so that invoices posted from Order Entry will have the correct corresponding period in batches posted by End of Day processing. It can also be updated from within the Administration>System Defaults program.

                        Clear Discounts                     

This program will delete any payment terms discounts available up to the entered date that have not been taken in AR payment entry so that they will no longer be available. Otherwise discounts can be taken even though the discount date has passed.

Payroll

 

            Time

 

                        Edit Time Clock Data

This program will let you edit the time clock data for each employee before it is transferred to the timesheets. 

                        Copy Times Data to Time Sheets

Transfers the data entered in the time clock to the time sheets so that a paycheck can be generated.

                        Enter Time Sheets

Use this program to enter the hours worked by an employee.

                        Time Sheet Journal

A recap of the time sheet transactions entered. 

                        Payroll Journal

Details the information that will appear on the paychecks to be created.

                        Print Payroll Checks

Print the payroll checks for the current group of time sheets.

                        Reprint Payroll Check(s)

Allows you to reprint one or more payroll checks before they have been posted.

                        Check Register Journal

A list of all payroll checks printed.

                        Post Payroll

Will post the current payroll batch to the General Ledger

                        Reprint Posted Payroll Checks

Allows you to reprint a check that has already been posted.

                        Void Posted Payroll Checks

Allows you to void a check that has already been posted.

            Reports

 

                        Employee Listing

 

                        Liability Report

 

                        Form 941 Worksheet

 

                        SUTA Worksheet

 

                        Earnings Report

 

                        Employee Badges

 

                        Time Sheet Audit Report

 

                        Test ACH Deposit File

 

            Tables

 

                        Edit Tax Tables

Used to set up and maintain as many federal, state and local tax tables as needed.

                        Edit SUTA Table

 

                        Edit Pay Types

Used to set up and maintain as many employee pay types (e.g., regular, overtime, vacation, sick) as needed.

                        Edit Master Adjustment File

Used to set up and maintain employee contributions (such as personal use of a company car) for and deductions.  

                        Edit Workman’s Comp Table

 

                        Edit Shift Table

 

                        Edit Accrual Types

 

            General

 

                        Edit Employee Information

Used to set up and maintain employee payroll information (e.g., pay rates, adjustments, tax brackets, etc.)

                        Edit Payroll Data

 

                        Add Imputed Income

 

            Year-End

 

                        Year-End Closing

 

                        W-2/W-3

 

                        Leave Time Rollover

 

Order Entry

 

            Sales

 

                        Edit Invoices/Orders/Quotes

This program is the core of the order entry system and is used to create from scratch or copy quotes, sales orders, and credit memos. It lists all sales transaction types for editing or viewing. It opens automatically when the Order Entry module is opened.

                        Print Picking Tickets

Allows a user to print, or reprint, new or subsequent revisions of picking tickets. Pick tickets may also be printed individually directly from order entry (Edit Invoices/…)

                        Print Packing Slips

This program is turned on from System Defaults. It allows the printing of “packing slip” forms AFTER the creation of the invoice record.

                        Batch Invoice Orders

Creates one or more invoice records from sales orders that have allocated goods. Invoice records may be created individually from order entry (auto-invoice) if system defaults and user setup permits.

                        Hold/Release Invoices

This program is turned on from System Defaults. It provides an opportunity for the user to review invoice records before they are finalized. This program is typically used by companies that auto-invoice directly from order entry.

                        Print/Process Range

May be used in conjunction with either batch invoicing or auto-invoicing to print invoices, if needed, and finalize them (reducing the inventory.)

                        End of Day Posting (Invoices)

This is the final step in invoice processing. Finalized invoices are posted to AR. This step is usually performed immediately after invoices are finalized by Print/Process Range or Hold/Release Invoices. Though typically performed at the end of the day, it can be performed at any time of day or month, and multiple times daily, as needed.

                        Open Recent

Lists the orders the user has most recently worked with and takes the user directly to it in order entry.

            General

 

                        Show Customer Activity

An inquiry that lists details all of a specific customer’s transactions related to one or more items.

                        Edit Customer Notes

Used to edit the original customer note system. The Contact Management module is now the preferred customer note system.

                        Cash Drawer Setup

Used to maintain the drawer control codes for POS registers.

                        Enter PO Special Orders

A wish list for users to notify purchasing of items they would like purchased. Does not create a purchase order. Can also be accessed from the Inventory/Purchasing module.

                        Contact Management

Opens the Titan Contact Management (CRM) module. If order entry is open and a customer selected it will start with that customer selected in contact management as well.

            Reports

 

                        Invoice Journal

 

                        Sales Activity Summary

 

                        Customer Sales Activity

 

                        Invoice Detail Report

 

                        Invoice Summary Report

 

                        YTD/MTD Sales

 

                        Sales By Class Report

 

                        Cash Receipts Report

 

                        Sales Tax Report (Detail)

 

                        Sales Tax Report (Summary)

 

                        Sales Tax By Jurisdiction (Detail)

 

                        Sales Tax By Jurisdiction (Summary)

 

                        OE Charts

 

                        Work Orders

 

                        Commission Report

 

            Import/Export

 

                        Import Documents

 

                        Export Data

 

            Delivery Tracking

 

                        Delivery Manifest

 

                        Delivery Manifest InBound

 

                        Delivery Manifest Viewer

 

                        Invoice Pick/Pack

 

Inventory/Purchasing

 

            Inventory

 

                        Enter/Edit Purchase Orders

This is the core program used to create, edit, post, and view purchase orders, though purchase orders can be created by other means.

                        Physical Inventory Count

Used to create and update inventory count batches.

                        Enter/Edit Receipts

This is the core program for the entry and editing of the receipts of purchase orders.

                        Enter/Edit Adjustments

Used to create and edit inventory adjustment (due to damage, errors, etc.) batches.

                        Enter/Edit Transfers

Used to create and edit transfers of stock between warehouses. Can be used as a single or two step operation.

                        Build Assemblies

Used to create stock for bill of material (BOM) items, though they can also be built directly from order entry if allowed.

                        Auto-Generate Purchase Orders

This program will automatically create unposted POs in the Enter/Edit Purchase Order program for the vendors selected based on inventory needs, as determined by min/max levels and backorders.

                        Intra-Warehouse Transfers

Used to move inventory quantities inside of a single warehouse from one bin location to another. Only used in conjunction with warehouses that utilize bin location tracking.

                        Enter/Edit Buyer’s List

This is a purchasing worksheet program that allows buyers to review the status of items purchased from one or more vendors. Items are listed in batches if they are below their stocking level (min) or have backorders. Unposted purchase orders can be created or updated according to the editing by the user.

                        Special Orders

A wish list for users to notify purchasing of items they would like purchased. Does not create a purchase order. This program can also be accessed from the Order Entry module.

                        Vendor Return

Can be used to create and post a return of goods to a vendor, which will immediately reduce on hand/available and allow a vendor invoice (credit) to be reconciled. And alternate method would be to create and post a PO with negative quantities, though it must be “received” before it can be reconciled.

                        Print Purchase Orders

Used to print one or more POs if they have not been printed directly from Enter/Edit Purchase Orders.

                        Print Physical Inventory Count List

Prints count sheets to be used to manually record the count during a physical inventory.

                        Print Receipts Log

This will print a receipts form for any unposted receipt.

                        Print Adjustments Log

This will print a listing of items in unposted inventory adjustments.

                        Post Purchase Orders

Posts one or more purchase orders. Individual POs can also be posted from Enter/Edit Purchase Orders.

                        Post Receipts

Posts one or more inventory receipts. Individual Receipts can also be posted from Enter/Edit Receipts.

                        Post Adjustments

Posts one or more inventory adjustments. Individual adjustments can also be posted from Enter/Edit Adjustments.

                        Post Transfers

Posts one or more warehouse inventory transfers. Individual transfers can also be posted from Enter/Edit Transfers.

                        Close Purchase Orders

A closed PO can no longer be received against. Use this program to close POs that you do not expect any further receipts for, canceling any un-received quantities. You can also close un-received POs or individual lines on POs from within Enter/Edit Receipts.

                        UnPost Purchase Orders

Once a purchase order is posted it cannot be modified. To add, delete, or modify items on the PO you must use this program to first unpost the PO. After modification it must be posted again.

            Reports

 

                        Display Item Activity

An inquiry screen that shows the current inventory status and all of the transactions (invoices, receipts, etc.) related to a specific item.

                        Open Purchase Order Report

 

                        Item Activity Report

 

                        Item History Report

 

                        Inventory Valuation Report

 

                        Inventory Requirements Report

 

                        Vendor & Item Needs Report

 

                        Customer Movement Report

 

                        Where Used Report

 

                        Inventory Labels

 

                        Allocation Report

 

                        Stock Requirements Report

 

                        Stock Performance Report              

 

            General

 

                        Purge MTD Inventory Count

The Inventory History Report is only accurate if certain fields in the ITEM table are refreshed monthly. Running this program is not necessary if the Inventory History Report is not used or MTD prefaced fields are not used in custom reports. Monthly performance is available in other reports that do not require these fields.

                        Purge YTD Inventory Count

The Inventory History Report is only accurate if certain fields in the ITEM table are refreshed yearly. Running this program is not necessary if the Inventory History Report is not used or YTD prefaced fields are not used in custom reports. Year to date performance is available in other reports that do not require these fields.

                        Update Current IP Period

The IP period determines the period that is assigned IP batches created in this module, though it can be edited in the individual batch. It is independent of other modules. It can also be updated from within the Administration>System Defaults program.

                        Archive Item Transaction History               

Archive past years of transactions (posted receipts, adjustments, transfers, etc.) from item history. After a number of years transaction history that is no longer pertinent may be slowing the response of some programs. Archiving may improve their performance. 

            Scheduling

 

                        Build Forecast

 

                        Forecast

 

                        Material Requirements Report

 

                        Production Schedule                       

 

Report Writer

 

            File

 

                        New

 

                        Open Report

 

                        Save

 

                        Save As

 

                        Export…

Report writer reports can be exported to a variety of file formats and to the Contact Management groups.

                        Report Setup

Determines the setup parameters such as landscape/portrait and page size.

                        Printer Setup

 

                        Print Report

 

                        Preview Report

Previewing a report will apply the Layout to the report to be viewed. The report must be previewed even though there is no layout if multiple pages are to be viewed.

                        Create PDF                

 

            Edit

 

                        Cut

 

                        Copy

 

                        Paste

 

                        Clear

 

                        Select All

 

                        Edit Report Settings

 

                        Edit Query Fields

 

                        Edit Page Format

 

                        Add Table

 

                        Remove Table

 

                        Unlink Tables

 

                        Insert Field

 

                        Delete Field               

 

            View

 

                        Define Search

This tab is used to create the basics of the report data selection, filtering, etc.

                        Layout Page

This tab is used to create a more elaborate report or form layout than a simple spreadsheet grid.

                        View SQL

Displays the raw SQL syntax generated based on the defined search.

                        Preview Report

A report must be previewed before it can be fully viewed, even if it has no layout.

                        Preview Records

 

                        First Page

 

                        Next Page

 

                        Previous Page

 

                        Last Page

 

                        Zoom + 25%

 

                        Zoom – 25%              

 

Fixed Assets

 

            Monthly

 

                        Calculate Depreciation

Calculates the added depreciation on fixed asset records based on depreciation tables. Typically run monthly.

                        Depreciation Journal

Must be viewed or printed before depreciation can be posted to the general ledger.

                        Post Depreciation

Posts calculated depreciation to the general ledger.

            Reports

 

                        Additions Report

 

                        Retirement Report

 

                        Fixed Asset Listing

 

                        Report By Tax District

 

            General

 

                        Enter/Edit Fixed Assets

Create and maintain individual fixed asset records.

                        Enter/Edit Asset Categories

Create and maintain categories and their depreciation table to be assigned assets.

                        Edit Depreciation Tables

Define depreciation tables to be assigned to asset categories.

Manufacturing

 

 

 

Job Costing

 

            Maintenance

 

                        Enter Job Costing Transactions

 

                        Enter Job Resources

 

                        Job Budget Preparation

 

            Reports

 

                        Listing by Job Number

 

                        Listing by Cost Center

 

                        Job Status Report

 

                        Job Cost Report

 

                        Progress Billing

 

                        Job Resource Documentation

 

                        Job Budget Report

 

                        Project Update

 

Contact Management

 

The Titan Contact Management module facilitates a number of CRM (customer relations management) functions including the maintenance of customer notes, the attachment of documents, the assignment of tasks to users, and the maintenance of email blast groups.

All Documents

 

Administration

AP Invoice Entry

AR Payment Entry

Auto Create POs

Basic Processes and Postings

Charge Order Warehouse Shipments

Check Printing

Check Reconciliation

Contact Management

Contract Billing

Customer Gifts

Database Tables

Drop Shipment Orders

Field Edit Masks

General Ledger

Import Excel

Inventory Adjustments

Inventory Requirements Calculations

Inventory Transfers

Inventory Valuation

Item Catalogs

Kits and BOMs

Month and Year End Closing

Multiple Quote Copy

Notes and User Defined Fields

Notify

OE Detail F keys

OE Partial Document Copy

Order and Invoice numbering schemes

Order and Invoicing Flow Options

Order Entry Payment Processing

Physical Inventory

Price Tools

Pricing Matrix

Pricing System Overview

Quantity Discount and Unit of Measure Pricing

Rebate System

Repair Order Processing

Report Writer

Reprint Pick Tickets

Reserved Inventory

Sales Staff & Commissions

Self Serve Cash Sales

Serial Lot Pick Tracking

Setting Item ABC and MIN MAX

Setting Item Price Levels

SQL Tools

Stock Purchasing

Titan Hardware Software Setup

Unit of Measure

User Help Editor

Vendor Class Discount

 

 

Video

 

Navigation

Order Entry

Purchasing

Accounts Receivable

Accounts Payable

FAQs

 

How do I find out who last accessed/edited this record?

What fields are required when creating a new customer/vendor/item?

I have multiple vendors for the same product.  How can I set this up?

How do I change an item number to a new number?

How do I combine two customers into one?

I need to modify item pricing.  How can I do this for many items at once?

Where can I go to look at customer/vendor/item history?

My vendor’s invoice includes freight/additional cost.  How do I handle this?

How can I see my total sales/cost for a given period of time?

How can I create new periods for the upcoming fiscal year?

How do I set an item/customer/vendor to be inactive/discontinued?

How do I set an item to be non-stock?

How do I process this credit for a customer/vendor?

I need to find out who my top 10/100/1000 customers by purchases were this year. How do I see that?

How do I post a deposit?

How do I find out what paid this invoice?

How do I get this old invoice that’s been paid already off of their statements?

How do I find out what was in this batch?

How do I find out who created this item?

How do I get these old receipts off of the list of receipts to choose from?

 

How do I find out who last accessed/edited this record?

               

                The most recent customer record update user is displayed on the Edit Customer>Edit>Misc tab. The most recent Item record update (edit) user is displayed on the Edit Item>Edit tab. Users with access to the SQL Tools or Report Writer can list the user that created a record and the date and time of creation, and the user, date, and time of the most recent edit. The Titan database does have the ability to log all changes to specified files but this must be setup by BCR support and is recommended only for limited special needs or circumstances due to the added performance overhead. 

 

What fields are required when creating a new customer/vendor/item?

 

                New customer and vendor records require just an ID and company name. New item records only require an ID. A number of fields may be filled automatically by record defaults setup in System Defaults. Your company may require specific information in other fields.

 

I have multiple vendors for the same product.  How can I set this up?

 

                You will need to make sure the Multiple Vendors Per Item option is checked on the System Defaults>IP>Item Master tab. In Edit Item select the Vendors tab for the item and add vendor in the grid at the top of the screen. Use the Vendor dropdown on the Edit tab to select the primary vendor.

 

How do I change an item number to a new number?

 

                On the Administration>System menu go to the Change/Merge Item # sub-menu. You can change one item or create a batch of items to change. This process will change the item number throughout Titan, so all transactions referencing that item will now reference the new number. There is an option to copy the old number to the Auxiliary Item so that you can still locate the item by that number if you wish.

 

How do I combine two customers into one?

 

                On the Administration>System menu go to the Change/Merge Customer ID. This will change the ID of the customer being merged in all transactions to the ID of the “new” customer merged to. The new customer can be a completely new ID or an existing customer. If the customer is new then all settings for the existing customer will be copied and the old customer deleted. If it is an existing customer then only transaction references are copied.

 

I need to modify item pricing.  How can I do this for many items at once?

 

                Titan has a variety of tools to help change the pricing and/or costing of multiple items. If you have new prices or costs on an Excel spreadsheet then the Import (Excel) program might be used. Depending on the specific nature of the change, the Inventory Price Changes, Inventory Quick Price Edit, or Inventory Cost Update could be the best tool to do this. If you are using Price Categories or Matrix Pricing then those tools may make the changes needed to customer pricing.

 

Where can I go to look at customer/vendor/item history?

 

 

 

My vendor’s invoice includes freight/additional cost.  How do I handle this?

 

 

How can I see my total sales/cost for a given period of time?

 

                There are a number of sources for this information in Titan. The Management Information program (Administration>Reports) can give you performance information for a variety of metrics including sales and cost of goods over any time period and in comparison to another period. You can run and Income Statement (General Ledger>Reports) at any time for any date range. There are a number of reports on the Order Entry>Reports that will produce performance information in a variety of forms. And you can create a custom performance using the Report Writer.

 

How can I create new periods for the upcoming fiscal year?

 

                On the Administration>File menu go to Edit Fiscal Periods. Enter the year in the box on the left and hit return. This will automatically create the periods for that year.

 

How do I set an item/customer/vendor to be inactive/discontinued?

 

                Items can be flagged as discontinued on the Edit Item>Edit>Status/Other tab by setting the Item Status to Discontinued, which will meant that the item cannot be purchased, but remaining stock can be sold. Setting the Item Status to Inactive will prevent it from being either purchased or sold. Customers can be made inactive by un-checking the Active option on the Edit Customer>Edit tab. This will prevent new orders being entered for the customer. 

 

How do I set an item to be non-stock?

 

                To make an item non-stock uncheck the Stocked Item? option on the Edit Item>Ordering tab. This will display addition Non-Stock Type options: Nontangible/Service,  Tangible, and Absolute Misc.

 

How do I process a credit/debit for a customer/vendor?

 

                If the credit, or debit, does not involve the addition or reduction of inventory items, and is purely financial, then you can use the Payments/Adjustments>Enter Credit/Debit Memos program in the Accounts Receivable module to adjust a customer’s account, or the Check/Memos>Enter Debit/Credit Memos program in the Accounts Payable module to adjust a vendor account. If a credit to a customer is due to returned goods then you will want to use either a sales order/invoice with negative quantities, or a Credit Memo with positive quantities. Either can be created from the Order Entry module. If goods are being returned to a vendor then you can create a purchase order with negative quantities in the Inventory/Purchasing module.                   

 

I need to find out who my top 10/100/1000 customers by purchases were this year. How do I see that?

 

                In the upper right corner of the Report Writer is a Select Top field. Create a report from the CUSTHIST file that selects records with the YEAR equal to this year and links to the CUST table so that you can include other information such as COMPANY and SALESMAN. Sort the report by the TOTAMT field from 9 to 1 (high to low) and enter the number of customers you wish listed in the Select Top field.

 

How do I post a deposit?

 

 

How do I find out what paid this invoice?

 

 

How do I get this old invoice that’s been paid already off of their statements?

 

 

How do I find out what was in a GL batch?

 

                In Show Account Activity on the GL>General menu, enter the batch number as the Starting and Ending Batch Number in the fields provided then click the Update Display button. Be sure to enter some filter before hitting Display Update or ALL GL entries will be displayed and this could take a long time for your system to process.

 

How do I find out who created this item?

 

                Users with access to the SQL Tools or Report Writer can list the user (ADDUSR) that created records and the date (ADDDATE) and time (ADDTIME) of creation in the ITEM table.

 

How do I get these old receipts off of the list of receipts to choose from?