Process Scheduler

Schedule your critical business processes to run automatically and unattended

"Orchid Process Scheduler works like a charm! Awesome product. The client loves it."

BRIAN MCINTYRE, DSD-CRM SOFTWARE, WINNIPEG, CANADA

No need for operations staff to manually kick off & monitor recurring Sage 300 processes

  • Easy to learn & use, create and run complex schedules with no programming
  • Avoid performance degradation, resource conflicts, and staff down time by executing critical processes outside business hours
  • Status notifications and error alerts automatically emailed for peace of mind
  • Have confidence that your data is being checked on a regular basis
  • Automate database backups through Sage 300's DBDump utility
  • Detailed history logs let you report on the success or failure of scheduled actions at any time

Process Scheduler Features

Flexible Setup

  • Set up multiple schedules as recurring jobs
  • Allows you to take advantage of the flexible scheduling capability of Windows Task Scheduler
  • Specify what happens next upon success or failure of any scheduled task
  • Define email templates for use when sending status emails from schedules
  • All schedules are tracked, and a history of the scheduled actions (success or failure) can be reported on at any time
  • Optionally send email alerts (Always, or Only if Errors)

Data Integrity Process Automation

Typical automations include:

  • Schedule Sage 300 to check the integrity of your data unattended
  • Specify which companies and which modules must be checked
  • Send alerts when new errors are detected
  • Keep a history of previous integrity check results, and optionally clear old logs
  • Keep your testing and reporting databases up to date with overnight refreshes

System Process Automation

Typical automations include:

  • Run day ends, and optionally post batches
  • Post AR, AP, GL, IC and PJC batches
  • Automatically dump your data for backup
  • Copy/load your data for testing and reporting
  • Schedule custom processes and programs
  • Schedule & reconcile GL Consolidations Export and Import
  • Automate notification, per company, of changes to active Sage 300 Modules and Product Update details
  • Close last fiscal period and open next fiscal period, open new fiscal year
  • Check disk space on a nominated drive, and send an email if below a threshold

Testimonials

Our client is very happy with Orchid Process Scheduler and has utilized it to run Day End and Database Dump on a daily basis...

JENNY GARBUZOVA, CA PLUS, EDMONTON, AB, CANADA

Orchid Process Scheduler works like a charm! Awesome product. The client loves it.

BRIAN MCINTYRE, DSD-CRM SOFTWARE, WINNIPEG, CANADA

Process Scheduler has worked really well for us. It gives us a great deal of confidence in the integrity and security of our data.

CRAIG HAMMOND, CANCO CRANES, NORTH VANCOUVER, BC, CANADA

Process Scheduler is available in 3 Levels

Select the level required for your requirements and upgrade later to the next level if your requirements change.

Level 1

Level 1 Actions:

Data & System Integrity:

  • Check integrity of a single module
  • Check integrity of all modules in a company
  • Clear Data Integrity Log
  • Dump database
  • Check disk space
  • Sage 300 Service Pack Audit (document active modules & service packs)

Reporting:

  • Refresh Info-Explorer Cube
  • Run Report Runner for Crystal Reports

Other Actions:

  • Send email
  • Run Extender Script

Level 2
Day End & Posting

All Level 1 Actions, plus:

Day End:

  • Run Day End (IC and P/O)

AR, AP, and GL Posting Options:

  • Post all batches
  • Post all batches in a module
  • Post all Ready to Post batches
  • Post all Ready to Post batches in a module
  • Post System batches (all, or in a single module)

IC Posting Options:

  • Post IC Receipts, Shipments, Adjustments, Internal Usage, Transfers, Assemblies
  • Post all IC documents

PJC Posting Options:

  • Post PJC Timecards, Equipment Usage, Charges, Costs, Revenue Estimates, Material Usage, Material Returns, Material Allocation
  • Post all PJC documents

Level 3
Advanced Actions

All Level 1 & 2 Actions, plus:

Advanced Data & System Actions:

  • Load Database
  • Copy Database
  • Run Program (Wait)
  • Run Program (Don't Wait)
  • Open period, close period
  • Open year
  • Open next period
  • Close Earliest Open Period

Reporting & GL:

  • Run Report Runner for GL Financial Reports
  • GL Consolidations Export
  • GL Consolidations Import

Discontinued action:

  • Run AVB (Discontinued)

Support for AVBs has been discontinued due to security changes in recent versions of Windows. The option to run AVBs has been left in for those sites running older versions of Windows.

Automate exception management and reporting in Sage 300 by combining Process Scheduler with these Orchid modules

Report Runner + Process Scheduler

Schedule the recurring execution & distribution of reports configured in (Information Manager) Report Runner:

  • Crystal Reports (Level 1)
  • Sage 300 GL Financial Reports (Level 3)

Learn more →

Info-Explorer + Process Scheduler

Schedule the recurring refresh & distribution of:

  • Info-Explorer cubes (Level 1)

Learn more →

Extender + Process Scheduler

Configure Process Scheduler Level 1 to run Extender Scripts for time-based alerts and notifications, e.g.:

  • Collection Management: customer overdue alerts, start a workflow to put overdue customers on hold automatically
  • Logistics Management: alerts of low stock level or overdue stock receipts, start a stock requisition approval workflow
  • Integrations: import sales orders, import purchase requisitions, export daily sales, PO receipts
  • Business Process Automation

Learn more →

Product Screenshots

Minimum
Requirements

  • Features relate to the latest supported version.
  • Users can upgrade from one level to the next.
  • Process Scheduler requires Sage 300 System Manager.
  • Crystal Reports actions require Orchid Report Runner (Information Manager)
  • Info-Explorer actions require Orchid Info-Explorer
  • Extender actions require Orchid Extender

How to buy

Talk to your local Sage partner Send message

International Contacts

Please contact us directly if your business is in the UK, Europe or other regions not listed here. 

North/South/Central America and the Caribbean

Robert Lavery 

Phone: (416) 453-7876
Email: Robert.lavery@sympatico.ca

Address:
Robert Lavery & Associates
14 Woodway Trail
Toronto, Ontario CANADA M8Y 2B8

Asia Region

A-Plus Software Limited (ID#82011633)

Phone: + 852-2366 8392
Email: info@a-plussoft.com
Website: www.a-plussoft.com/en/orchid.php

Address:
5/F Goldsland Building
22 Minden Avenue, Tsim Sha Tsui,
Kowloon Hong Kong

Australia and New Zealand Region

Sage Software Australia - Business Management Solutions (ERP & CRM)

Phone: 137 243 (13 SAGE)
Website: https://www.sage.com/au

Level 11, Zenith Tower B,
821 Pacific Hwy,
Chatswood NSW 2067

Africa Region

Sage South Africa (Pty) Ltd

Phone: +27 11 304 3000
Website: https://www.sage.com/za


6th Floor, Gateway West
22 Magwa Crescent
Waterfall 5-lr, Midrand, 2066

Middle East Region

Sage Middle East

Phone: +971 43900180
Website: https://www.sage.com/en-ae/support/contact-us

Office No. 118 Building No.11
Dubai Internet City (DIC)
Dubai, PO Box 500198
United Arab Emirates (UAE)

Learn More

Process Scheduler - Overview

Robert Lavery gives a brief overview of Orchid's Process Scheduler add-on module for Sage 300.

Schedule recurring integrity checks, backups, day ends, reports and other critical processes to run unattended.
(Mar-2018)
Process Scheduler brochure thumb
Process Scheduler Brochure
Quick Start - Process Scheduler

Learn how to quickly configure and install Orchid Process Scheduler for Sage 300. We step through some typical examples to help you get started and build your own schedules.
Report Runner, Process Scheduler, & Data Views - Demo Webinar

Nathalie gives a detailed demonstration of these three Orchid add-on modules for Sage 300.
Process Scheduler - Training

Nathalie provides detailed training on how to configure and use Orchid's Process Scheduler add-on module for Sage 300. Schedule recurring integrity checks, backups, day ends, reports and other critical processes to run unattended.
Getting Started with Process Scheduler - Webinar

In this recording of our February 2021 Webinar we use a range of scenarios to demonstrate how Process Scheduler works, and how easy it is to get started.
Spotlight on Process Scheduler - Webinar

Our July 2023 webinar shined the spotlight on Process Scheduler for Sage 300. We demonstrated various scenarios showing Process Scheduler in action, provided setup tips, and answered common support questions.
Spotlight - Exception Management (Process Scheduler & Extender)

See how Orchid's Process Scheduler and Extender and can be used to implement Management by Exception principles, across multiple companies, in Sage 300. Extender scripts used to illustrate will be for Inter-Entity Transactions Audit Log Entries, and AR Aging.