Video Library

In this recording of our July 2021 Webinar, we integrate Adobe Sign, Microsoft Teams, and other cloud services into Sage 300 using Orchid Extender.

00:00 Introduction
01:35 Demo - Adobe Sign and AP Invoice batches
09:46 Demo - Adobe Sign and Quote to Order demo
16:33 How it works - Remote Action Service and Adobe Sign
19:18 Automations in Order Entry - Demo Introduction
20:26 - Validation of Sales Margin
21:52 - Microsoft Teams for order notification
22:10 - Microsoft SharePoint with Document Management Link
23:10 - Auto-create, file and email PDF Invoice
26:21 How it works - Workflow Anywhere, and Review
29:00 Q&A (Required modules, Demo of MS Teams workflow)

A short demo of this Extender App: Adds EFT buttons to selected screens (AP Vendors, AP Payment Batch List, AR Customers, AR Receipt Batch List, AR Refund Batch List), allowing you to directly open the associated EFT Processing screen.

0:00 Introduction
0:15 Importing the App
0:59 Demonstration
2:07 More about the Extender Marketplace

In this recording of our June 2021 Webinar, we introduce the Extender Marketplace, and demonstrate a selection of the listed Extender Apps.

00:00 Overview
01:15 Extender Marketplace Intro
05:09 Marketplace demo
07:35 Orchid App demo - Drill to EFT Screens
09:52 RLA App intro
10:09 App demo - GL Batch Approval workflow
16:30 App demo - Post Bank Entry approval workflow
23:29 Poplar App Intro
24:56 Customization Manager intro
28:12 Installing Customization Manager
30:05 App demo - Copy PO Description to AP
33:52 App demo - Screen Permissions
39:05 App demo - Bank Entry Optional Fields
41:55 App demo - Add Eco Fees to O/E Orders
44:50 App demo - I/C Transfer Security
48:45 Using the Marketplace
50:29 Webinar Q & A

In this recording of our May 2021 Webinar, we announce and demonstrate the first Sage 300 Web Screens for Orchid's EFT Processing module.

00:00 Webinar Introduction
02:09 Pre-recorded Video Introduction
02:54 Screens included in 1st release
03:28 Pre-requisites for EFT Web Screens
05:04 How to Download, Install and Activate
09:49 Demonstration
18:59 Where to find help and more information
19:44 Video wrap-up, return to Webinar
20:35 Licencing requirements, the role of Extender
23:30 Q&A Commences
25:48 Emailing Remittance Advices using Web Screens
32:20 Q&A Continues and wrap-up

We announce and demonstrate the first Sage 300 Web Screens for Orchid's EFT Processing module as we prepare to launch in early June 2021.

00:00 Introduction
00:45 Screens included in 1st release
01:20 Pre-requisites for EFT Web Screens
02:55 How to Download, Install and Activate
07:40 Demonstration
16:50 Where to find help and more information

In this recording of our April 2021 Webinar, we show how to get started with Info-Explorer, Orchid's powerful yet affordable Business Intelligence tool.

00:00 Webinar Introduction & Overview
02:18 Quick Start Video commences - Introduction
03:18 Download and Install Info-Explorer
04:26 Download AP Open Payables Sample Cube
05:53 Working with Info-Explorer
06:14 Connect to your Company Database
06:39 Refresh a Cube
07:03 Slice and Dice / create a View
10:55 Filter and Sort
12:21 Add Formulas and Formatting
16:06 Add Charts and Dashboards
17:26 Drill-Down / Drill-Through
23:45 Info-Explorer Editions
25:34 Return to Webinar – Q&A starts
28:05 More about Info-Explorer Editions
29:06 Using with Process Scheduler
30:22 Using with Optional Tables for Budgeting
30:54 Using with Data Views
31:55 Where to find more info and resources
32:13 Webinar Q&A continues
33:05 Security options – protecting your cube
39:20 Using multiple Sage 300 databases
42:35 Closing remarks

Learn how to get up and running in next to no time with Info-Explorer, Orchid's powerful yet affordable Business Intelligence (BI) tool.

00:00 Introduction & Overview
01:00 Download and Install Info-Explorer
02:08 Download AP Open Payables Sample Cube
03:35 Working with Info-Explorer
03:56 Connect to your Company Database
04:21 Refresh a Cube
04:45 Slice and Dice / create a View
08:37 Filter and Sort
10:03 Add Formulas and Formatting
13:48 Add Charts and Dashboards
15:08 Drill-Down / Drill-Through
21:27 Info-Explorer Editions

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.

00:00 Introduction & Overview
02:21 Configuration Overview
03:35 Extender Configuration
05:10 Process Scheduler Config. – across 2 companies
07:18 Run/Test Schedule from Schedule Screen
08:45 Schedule using Windows Task Scheduler
10:04 Wrap-up and Summary

Learn how to automate reporting for Sage 300 using Orchid's Process Scheduler, Report Runner, and Info-Explorer modules.

00:00 Introduction
00:31 Automated Reporting Overview
03:12 Report Runner Setup & Configuration
05:11 Process Scheduler Setup & Schedule
07:09 Run/Test the schedule
08:19 Schedule using Windows Task Scheduler
09:16 Summary

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.

00:00 Introduction & Overview
01:02 Download, install and activate Process Scheduler
02:18 Check the PS License file
02:32 Setup Options, Companies, Email Messages
05:21 Setup Schedules: Day End & Post across 3 companies
09:01 Run/Test a Schedule from PS Schedule Screen
10:31 Run a Schedule using Windows Task Scheduler
12:47 Setup: Open periods/Module across 3 companies
15:04 Run/Test Open Periods/Module Schedule
15:55 Setup: Data Integrity Check across 3 companies
17:45 Run/Test DIC from PS Schedule Screen
20:11 Where to find More Info

Configure Extender to automatically create Orchid Notes when a specified event (e.g. a Credit Limit change) occurs in Sage 300. Configure Orchid Information Manager to determine when those Notes will be displayed on Sage 300 screens.

00:00 Introduction
00:38 Extender-Created Notes
01:24 Message Template for Notes content
02:47 Notes setup: Colour / Note Type / Roles / User Roles
04:07 Extender Event: Create IM Note
04:53 Attach Event to View
05:26 Demo: Change Credit Limit
06:20 Configure Notes for OE / RMA / PJC Screens
10:22 Demo: Credit Limit Note on OE/RMA/PJC