Video Library

In our April 2022 Webinar, Anne, Nancy, and Nathalie show how to get the most out of Orchid Notes and Document Management Link (DML) for Sage 300 using some of their newer and lesser-known features.

00:00 Introduction
03:07 New features
06:38 Setup tips (VPF, French language)
14:52 ORGID and YYYY new features
17:47 DML and SharePoint App Password
20:35 SharePoint new features demo
26:07 Support - when to close the tray
27:11 Import notes
27:53 Note data model tip
28:29 Customer Number Change
29:05 DML Support questions
31:06 Notes and Pictures
34:58 DML and Optional Fields
37:48 P/O Purchase Order documents
46:33 DML and G/L Transaction example
48:45 Using DML with Finders
50:49 DML Tray Tips
53:18 Finding Roto ID Example
55:36 Q&A

In our March 2022 Webinar, we show how you can achieve a highly granular view of your finances, while keeping your Chart of Accounts simple, by applying Dimensional Accounting principles to Sage 300.

00:00 Introduction
05:02 The 8 Easy Steps to Dimensional Accounting
12:40 GL Accounts & Dimension Optional Fields
14:11 Extender Custom Table for extra information
15:33 Data Views to flatten Optional Fields
18:24 Extender scripts for dimension data validation
20:34 Info-Explorer for multi-dimensional analysis
24:17 Review and start Q&A session
25:44 Working with the GL Financial Reporter
29:30 Q&A Continues
31:18 Using Extender screen customizations
39:50 Q&A Continues
47:51 Optional Tables vs Extender Tables
52:09 Orchid Licensing, and closing remarks

Learn how to quickly get up and running with Bin Tracking. Track inventory items accurately across multiple bins within a Sage 300 IC location.

00:00 Install & Activate Bin Tracking
02:45 Bin Tracking Setup & Options
06:58 Creating your Bins
09:00 Taking on Opening Stock balances
09:30 BT take-on at time of IC take-on
12:03 BT take-on if IC already live
15:06 Closing remarks

Our Feb-2022 Webinar showed how to install, configure, and use Orchid's Bin Tracking module for Sage 300.

00:00 Introduction
03:50 Bin Tracking Quick Start
13:08 Take On stock balances
18:50 Using Bin Tracking
25:51 Stocktake with Bin Tracking
32:33 Using Info-Explorer for BT Stocktake
38:00 Using BT with Orchid RMA
41:11 Using BT with other modules
46:00 Q&A session
57:30 Wrap-up

Our Jan-2022 webinar showed how Orchid modules can help streamline Sage 300 Accounts Payable processes, from PO Requisition entry through to AP Invoice payment.

00:00 Introduction
03:45 Part 1 - PO automation and approvals
14:43 Part 2 - Payment process, AP Automation & EFT
24:02 Part 3 - Analyse AP txns with Info-Explorer
47:23 Q&A

For our Dec-2021 webinar, Nathalie and Anne demonstrated recently added features and shared tips on how to make the best use of some features you may not be familiar with.

00:00 Introduction
02:41 EFT License screen and installation tips
07:47 Upgrade tips
09:40 EFT Web screens summary
13:35 New security group (Re-Create EFT File)
16:05 SFTP tips
19:58 EFT Clearing Bank
24:09 SMTP Email and App password
32:02 EFT and Extender
36:16 EFT and DML
42:31 Review of topics covered
44:03 Q&A Session
52:40 Closing remarks

John and Anne show how Dingosoft FRS and Orchid Info-Explorer can be used, together or individually, for multi-entity, cross-database financial analysis and reporting with Sage 300.

00:00 Introduction (Steve)
02:55 Dingosoft FRS Overview (John)
04:19 FRS Reporting Demo
24:00 Info-Explorer Multi-Company Analysis Intro (Anne)
25:32 Analysis Demo 1 – FRS Cube
32:00 Analysis Demo 2 – O/E Sales History Cube
36:28 Analysis Demo 2 – A/P Transactions Cube
41:36 Info-Explorer Demo wrap-up
43:37 Webinar wrap-up (Steve)

Sage 300 budgeting at the Sub-ledger level (e.g. Customer & Item budgeting) using Info-Explorer and Optional Tables. This is the 3rd of 3 budgeting scenario spotlights.

00:00 Introduction
01:36 Scenario Overview (Customer & Item Budgeting)
02:40 Using Excel to create new Customer & Item Budgets
04:27 Using Optional Tables and its Excel Add-in
08:30 Updating the budget with Info-Explorer
11:40 Saving the budget with Info-Explorer Writeback
12:10 Scenario Review

Sage 300 budgeting at the GL & Transactional Optional Field (e.g. Project Budgeting) level using Info-Explorer and Optional Tables. This is the 2nd of 3 budgeting scenario spotlights.

00:00 Introduction
02:07 Scenario Overview (Project Budgeting)
02:53 Using Excel to create new Project Budgets
04:00 Using Optional Tables and its Excel Add-in
07:36 Updating the budget with Info-Explorer
13:40 Saving the budget with Info-Explorer Writeback
14:03 Scenario Review
 

Sage 300 budgeting at the GL level using Info-Explorer (with Budget Writeback) and Optional Tables (with Excel Add-in). This is the 1st of 3 budgeting scenario spotlights.

00:00 Introduction & Scenario 1 Overview
02:20 Creating a workbook with GL Financial Report Designer
04:15 Creating an Optional Tables InfoSet
05:18 Using the Optional Tables Excel Add-in
08:14 Updating the budget with Info-Explorer
15:34 Creating a new Budget Set with Info-Explorer
19:58 Saving the budget with Info-Explorer Writeback
21:05 Scenario 1 Review

In this recording of our October 2021 webinar, we demonstrate how Info-Explorer and Optional Tables can be used to create and maintain highly flexible budgets in Sage 300.

00:00 Introduction
02:20 Scenario 1 - GL Budget and Excel Add-in
24:52 Scenario 2 - Budget by Project (GL Optional Field)
39:54 Scenario 3 - Budget by Customer and Item
51:49 Summary plus Q&A

In this recording of our September 2021 webinar, we show how you can streamline trading between related entities using Sage 300 together with our featured Orchid modules, Inter-Entity Trade and Document Management Link.

00:00 Introduction
03:46 Demo - Using DML with multiple companies
13:11 Inter-Entity Trade overview
18:42 Demo - IE Trade (OE to PO)
30:40 Demo - Web Screens and IET Trade
34:55 Recap
37:06 Q&A session begins
40:22 IE Trade mappings (Ship-Via to A/C, A/C to A/C)
43:44 IE Trade (AP to AR)
45:15 Q&A ends, closing remarks