Triumph Factoring Integration Process

Setup Requirements

In order to integrate EKA with the Triumph interface, Triumph will need to set up the necessary files and credentials in order to transmit data to them. The following credentials will need to be provided to EKA in order to enable the integration:

Username

Password

Carriers Upload Username

EKA will also need to initiate and complete a carrier matching process with Triumph as part of the integration process. 

Transmit Load Details to Triumph

The transmission process is done in the Finance workflow by clicking on the  at the end of the load row. The process can be initiated from the Receivables section only.

The payable must be in a status of Scheduled, that is the Settlement must be approved, and the receivable must be in a status of Invoiced in order to be able to send to Triumph. If the load does not meet these status requirements, then the option to transmit to Triumph will not be available and the modal will only show previous requests.

When both requirements are met, the Factor Load modal will open to transmit the load details to Triumph. The following sections are displayed in this modal:

1. Accounts Receivable Information - Includes the shipper name, invoice number, invoiced date, and invoice amount.
2. Accounts Payable Information - Includes the carrier name, carrier invoice number, settlement date, and settlement amount.
3. Documents - Minimum required documents are Bill of Lading/POD, Carrier Invoice and Carrier Rate Confirmation.
4. Submit - will only be enabled when all requirements are met.

The job is sent over to Triumph with the supporting documents. 

Once the job has been submitted, it cannot be updated or submitted again. 

Note: Multi-leg loads are currently not supported with this integration. These loads would need to be processed through the Triumph dashboard directly.

Receivable Only Factoring

The option to only factor receivables is also available. The receivable must be in a status of Invoiced in order to be able to send to Triumph. If the load does not meet these status requirements, then the option to transmit to Triumph will not be available and the modal will only show previous requests.

When the invoice requirement is met, the Factor Load modal will open to transmit the load details to Triumph. The following sections are displayed in this modal:

1. Accounts Receivable Information - Includes the shipper name, invoice number, invoiced date, and invoice amount.
2. Documents - Minimum required documents are Bill of Lading/POD, Carrier Invoice and Carrier Rate Confirmation.
3. Submit - will only be enabled when all requirements are met. 

The job is sent over to Triumph with the supporting documents.