Remote Action Service

Progress an Extender Workflow without needing to be logged in to Sage 300

Easy to use, works from any internet-connected device
No software for Workflow Users to install, all they need is email and a browser
Secure, with no open firewall ports to Sage 300
Builds on the powerful Extender Workflow capabilities

Remote Action Service Features

Remote Action Service builds on Extender Workflow

Works in conjunction with the Workflow capability provided by Orchid Extender
Builds on Orchid Extender's ability to execute Python scripts
Remote Actions can apply to Sage 300 Masterfiles, Transactions & Batches (for Sage 300 core modules, or 3rd party modules developed in the Sage 300 SDK)
Workflows, emails and web forms are all highly configurable
Remote Action service is a Poplar Development Solution built on the Django Web Framework and hosted on AWS for security and peace of mind

Triggering a Remote Action

One or more Remote Actions can be included when configuring a Workflow Template, using Orchid Extender
When the Remote Action is triggered, a configurable webform is created on the cloud-based Remote Action Service platform.
When the action is assigned to an individual (or group member) they are notified by email

Processing a Remote Action

The email each assigned Workflow User receives includes a one-time link, unique to that named user and workflow instance/action
By clicking on the link they are taken to a secure page where they can complete the action (e.g. Approve or Reject, enter a comment, enter a value)

Completing the Action

Extender retrieves completed Remote Action forms from the website and feeds the results back into Sage 300 to progress the Workflow
The retrieval step can be automated by using Process Scheduler to regularly poll the Remote Action website for newly completed forms

Step by Step

An Extender Workflow instance starts, then:

(1A) - An email is sent to the nominated approver(s)
(1B) - The email includes a one-time link to an online form specific to this action & user
(2) - The email recipient clicks on the link and fills in the form to remotely complete the action
(3) - Extender retrieves the details of the completed Remote Action form

Extender then feeds the result back into Sage 300 to progress the Workflow

Remote Action Service relies on these Orchid products

Extender

Remote Action Service works in conjunction with the Workflow capability provided by Orchid Extender
Configure workflows with Extender Configurator, taking advantage of our range of pre-defined Workflow Actions
Use Extender Developer to develop your own Custom Actions with Python

Learn more →

Process Scheduler

Synchronization between Sage 300 and Remote Access Service works best when automated using Process Scheduler
Configure Process Scheduler to regularly poll the Remote Action website for newly completed forms

Learn more →

Extender Workflow Users

To access Extender Workflow functionality, including via Remote Action Service, a user needs to have been allocated a named Extender Workflow User licence
Workflow User licences are assigned to individual Sage 300 users from within Extender, up to the number of licences purchased and current

Learn more →

Case Study featuring Remote Action Service

Orca Oz Enterprises uses Extender Workflow, including Remote Action Service, to enforce their 2-Step AP Approval business rule.

Orca's new A/P Approval solution has saved time and effort, ensured compliance, supported their new remote working regime, and resulted in faster payment to the vendor. Everyone's a winner!

Minimum

Requirements

Each Remote Action user requires a named Workflow User licence. A subscription to the Remote Action service is also required.
Remote Action users do not need to be logged in to Sage 300, but the Remote Action service works in conjunction with the Workflow capability provided by Orchid Extender (all editions), which in turn requires Sage 300 to be installed.
Automatic polling to retrieve Remote Action results requires Orchid Process Scheduler (Level 1 or higher).

How to buy

Talk to your local Sage partner Send message

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

Remote Action Service Brochure

Remote Action Service - Launch Webinar

This recording of our June 2020 Webinar demonstrates our new Remote Action Service being used to approve and progress a workflow without logging in to Sage 300. The video explains how the service works in conjunction with Extender Workflow & Process Scheduler.
(Jun-2020)

Remote Approval using Extender Workflow - Webinar

We demonstrate a number or approval scenarios featuring Orchid's Extender Workflow and Remote Access tools.
(May-2020)

0:00 Introduction
2:29 Credit Limit Approval, including remote action
15:00 Approve AP Invoice batches example
32:10 Approve GL Journals example
41:35 Detailed setup presentation and conclusion