Migrate from Triumph to Dolibarr ERP

Triumph Debtors records map to Dolibarr llx_societe rows with the client field set to 1 (or 3 if also a supplier). The Triumph customer code becomes the Dolibarr code_client value, which must respect the active customer code module (Mod_PHPMyAdmin, Elephant, Monkey) chosen during Dolibarr setup. We pre-create payment terms (llx_c_payment_term) and payment modes before customer load so that fk_cond_reglement and fk_mode_reglement lookups resolve at insert time. Customer credit limits map to outstanding_limit on llx_societe.

Triumph Creditors records merge into Dolibarr llx_societe with fournisseur=1. Where a third party exists in both Triumph Debtors and Creditors (the same entity is both customer and supplier), we collapse to a single Dolibarr llx_societe row with client and fournisseur both set per the role mask (1 = customer, 2 = supplier, 3 = both). The Triumph supplier code becomes code_fournisseur. ABN/Tax IDs map to siret/tva_intra fields. We require explicit customer sign-off on every merged record before commit.

Triumph GL account codes map to Dolibarr llx_accountingaccount rows under the active accounting plan (fk_pcg_version). Account type (Asset, Liability, Equity, Income, Expense) maps to the pcg_type and pcg_subtype values from the localized chart of accounts. We require Dolibarr's Double-Entry Accounting module (modAccounting) enabled before load and the country-specific accounting plan imported so that account number ranges align with destination tax authority expectations rather than Triumph's Australian-defaulted structure.

Triumph open AR invoices map to Dolibarr llx_facture rows with type=0 (standard invoice) and status fnstatut=1 (validated, unpaid). The Triumph invoice number becomes the Dolibarr ref field, with the customer-facing facnumber generated by the active llx_facture mask only for new documents. Line items load into llx_facturedet with fk_facture pointing at the parent. We preserve original Triumph invoice date in datef and original due date in date_lim_reglement so that aging reports in Dolibarr match the Triumph aging baseline at cutover.

Triumph open AP invoices map to Dolibarr llx_facture_fourn (supplier invoices). The ref_supplier field carries the original supplier-issued invoice number, and ref carries the Dolibarr-assigned internal reference. Line items load into llx_facture_fourn_det. We require the Dolibarr Suppliers module (modFournisseur) and Supplier Invoices module (modSupplierInvoice) both enabled before load so that the menu entries and validation triggers exist.

Triumph customer receipts split into two Dolibarr tables: llx_paiement carries the payment header (amount, date, payment mode), and llx_paiement_facture links the payment to one or more invoices with allocation amounts. Where a Triumph receipt was applied across multiple invoices, we preserve the original allocation in the link table rather than collapsing to one invoice. Bank deposit grouping maps to llx_bordereau_cheque if the customer is using cheque deposit slips.

Triumph supplier payments (including Electronic Funds Payment runs) split into llx_paiementfourn (payment header) and llx_paiementfourn_facturefourn (allocation to specific supplier invoices). EFT batch IDs from Triumph migrate as a custom ExtraField on llx_paiementfourn (efp_batch_id) because Dolibarr does not have a native EFT batch concept. Payment mode codes are pre-mapped against llx_c_paiement so that BPAY, EFT, and Cheque references resolve at insert time.

Triumph Inventory items map to Dolibarr llx_product with fk_product_type=0 (product). Product ref takes the Triumph item code; the customer code module (or sequential numbering) controls new product numbering only. Stock levels migrate into llx_product_stock keyed by warehouse (fk_entrepot), which must be pre-created since Triumph's single-location inventory becomes a single Dolibarr warehouse by default. We require modProduct and modStock both enabled before load and a default warehouse created in Setup > Inventory.

Triumph service items (non-stock revenue items) map to Dolibarr llx_product rows with fk_product_type=1 (service). The tobatch and tosell/tobuy flags govern whether the service appears in customer quote lines, supplier order lines, or both. Service items do not require warehouse assignment or stock movement records, but they do still need accounting account links (accountancy_code_sell, accountancy_code_buy) when the accounting module is active.

Triumph customer quotes migrate to Dolibarr llx_propal records with fk_statut representing the quote lifecycle (0=draft, 1=validated, 2=signed, 3=not signed, 4=billed). Line items load into llx_propaldet. We preserve the original Triumph quote number in the ref field and the original quote date in datep. The Proposals module (modPropale) must be enabled and a propal numbering mask configured before load.

Triumph sales orders map to Dolibarr llx_commande. Order lines load into llx_commandedet, and the parent proposal link (fk_source_proposal) is set when the Triumph order originated from a quote and the quote also migrated. Order status maps from Triumph order state to Dolibarr fnstatut (0=draft, 1=validated, 2=shipped in process, 3=delivered, -1=cancelled). The Orders module (modCommande) is required.

Triumph purchase orders map to Dolibarr llx_commande_fournisseur. Lines load into llx_commande_fournisseurdet. We preserve the Triumph PO number in ref_supplier where it represents the supplier-side reference and use ref for Dolibarr's internal numbering. PO approval workflow status maps to Dolibarr fk_statut values 0 through 7 covering draft, approved, ordered, received-partial, received-all, cancelled, and refused states.

Triumph inventory transactions (issues, receipts, adjustments) map to Dolibarr llx_stock_mouvement with type values 0 (input from order), 1 (output to order), 2 (manual correction), and 3 (manual transfer). The fk_origin and origintype fields link movements back to the originating document (commande_fournisseur, commande, facture). For historical movements where the originating Triumph document was not migrated, we leave origin null and tag the movement type as 2 (correction) with a label noting the source legacy reference.

Triumph Bank Reconciliation accounts map to Dolibarr llx_bank_account rows. BSB and account number split into bank_code, code_guichet, number, and cle_rib fields per Dolibarr's banking schema. The accounting GL link (account_number) ties each bank account to its corresponding accounting account in llx_accountingaccount. Reconciliation status from Triumph migrates as a transaction-level flag on llx_bank (num_releve).

Triumph bank transactions map to Dolibarr llx_bank rows. Each bank entry carries amount, date (dateo for operation date, datev for value date), label, and reconciliation reference (num_releve). Where a Triumph bank transaction was reconciled to a customer receipt or supplier payment, the corresponding row in llx_bank_url links the bank entry to the related paiement or paiementfourn record.

Triumph operator records map to Dolibarr llx_user rows. We resolve the user by email match and require the customer's Dolibarr admin to confirm permission groups (modulepart, rights) before activation. Password values do not migrate; users receive a Dolibarr password reset link at cutover. Triumph operator codes preserve in an ExtraField (legacy_operator_code) for audit traceability against historical Triumph reports.

Triumph GST codes map to Dolibarr llx_c_tva rows scoped to the Australian country code. We pre-load the Australian VAT/GST rate set (10% GST, GST-free, Input-Taxed) before transactional migration so that invoice line tva_tx values resolve against valid llx_c_tva rows. For migrations where the destination Dolibarr is configured for a non-Australian country, we map Triumph GST codes to the destination country's equivalent VAT or sales tax codes per customer direction.