Resources

Training Guides

Training material and other technical resources for Orchid's Sage 300 products. 
(Note: Login is required to access the full range of content)

Solutions
Info Explorer
Info-Explorer Training Guide
Budgeting, Reporting & BI

Get started with Info-Explorer, including using sample cubes. 

Refer to Process Scheduler training guide for key steps to refresh Info-Explorer Cubes automatically. 
Freight SmartLink
Freight SmartLink Training Guide
Operations & Inventory Management

Applies to all currently supported Sage 300 versions.
RMA
Return Material Authorizations Training Guide
Operations & Inventory Management

Applies to all currently supported Sage 300 versions.
Document Management Link
Document Management Link Training Guide
Collaboration

Document Management Link Training Guide (includes network folder and SharePoint configuration)

Applies to all currently supported Sage 300 versions.
Remote Action
Remote Action Training Guide
Tailoring, Automation & Integration

Remote Action Service User Guide. Refer to Extender Workflow Guide for details too. 
Notes Training Guide
Notes Training Guide
Collaboration

Part of Information Manager Suite.

Includes Orchid Infomation Manager Tray setup documentation.

Applies to all currently supported Sage 300 versions.
Bin Tracking Training Guide
Bin Tracking Training Guide
Operations & Inventory Management

Applies to all currently supported Sage 300 versions.

(Some functionality may not be available when using prior versions.)
Cash Management Inter-Entity
Cash Management Training Guide
Streamlining Financial Processes

Covers Cash Management features of Inter-Entity Transactions Multi. 

Applies to all currently supported Sage 300 versions.
Inter-Entity Trade Training
Inter-Entity Trade Training Guide
Streamlining Financial Processes

Includes tutorials to get you started with Inter-Entity Trade. 

Applies to all currently supported Sage 300 versions.
EFT Payroll
EFT Payroll Training Guide
Streamlining Financial Processes

EFT Payroll Training Guide.

Applies to all supported versions of Sage 300
EFT Processing Training Guide
EFT Training Guide
Streamlining Financial Processes

EFT AP/AR Training guide

Applies to all currently supported Sage 300 versions. 
Report Runner Training Guide
Report Runner Training Guide
Budgeting, Reporting & BI

Part of Information Manager Suite.

Includes tutorials to get you started.

Applies to all currently supported Sage 300 versions.
Optional Tables Training Guide
Optional Tables Training Guide
Budgeting, Reporting & BI

Part of Information Manager Suite.

Applies to all currently supported Sage 300 versions.
Inter-Entity Transactions Training
Inter-Entity Transactions Training Guide
Streamlining Financial Processes

Includes Cash Management.

Applies to all currently supported Sage 300 versions. Last updated for v2020 PU1 release. 
Extender Workflow
Extender Workflow Training Guide
Tailoring, Automation & Integration

Includes an overview of Workflow, general set up & use information, plus detailed Workflow Tutorials.

Applies to all currently supported Sage 300 versions.

(Some functionality described may not be available when using prior versions.)

 
Extender Training
Extender Training Guide
Tailoring, Automation & Integration

Includes tutorials to get you started.

Applies to all currently supported Sage 300 versions.

(Some functionality described may not be available when using prior versions.)
Process Scheduler Training
Process Scheduler Training Guide
Tailoring, Automation & Integration

Includes all 3 Process Scheduler levels. Applies to the latest version of Sage 300. 

 

 
Troubleshooting Inter-Entity
Inter-Entity Transactions & Trade Troubleshooting Guide
Streamlining Financial Processes

A summary of the most common error messages (including XAPI Errors) that you may find in Inter-Entity Transactions & Trade Audit Inquiry Logs. Includes tips to fix the errors before reprocessing the transactions.