Video Library

Our January 2023 Webinar presented detailed training on Orchid’s EFT Process for Sage Intacct (Vendor Payments) add-on.

00:00 Introduction & Overview
02:03 Install & Configure
11:52 Create EFT File
19:13 Reprocessing files
24:35 Tip – EFT File Formats
35:33 Tip – Import Vendor details
44:10 Q&A Session
56:40 Closing remarks

Our December 2022 Webinar provided tips for running an effective demo of Orchid’s Sage 300 add-ons, featuring examples that make use of our v2023 Sample Data.

00:00 Intro & Demo for Success tips
05:08 Downloading & using Orchid Sample Data
09:26 Demo Notes & Document Management Link
19:00 Demo Process Scheduler & Report Runner
27:34 Demo Extender Configurator
32:12 Demo Extender Workflow
40:39 Demo Inter-Entity Transactions
45:50 Demo Inter-Entity Trade
51:16 Demo EFT Processing

Special guest Robert Lavery (Orchid's distributor in the Americas) joins our November 2022 Webinar to explore how businesses can adapt to the new world of hybrid working, and the role Orchid's Sage 300 Add-ons can play.

00:00 Introduction
01:13 Rejuvenate 2022 recap
02:56 Robert Lavery intro
03:31 Hybrid Work Models
16:19 RLA Case Study
26:41 Orchid Modules for Hybrid Working
27:13 Notes & DML
31:53 Extender & Workflow
38:53 Process Scheduler & Report Runner
42:29 EFT Processing
44:40 Q&A Session
54:00 Closing Remarks

Our October 2022 Webinar introduced EFT Processing for Sage Intacct, the latest addition to Orchid's portfolio of Sage Add-ons.

00:00 Introduction
04:10 Demonstration
15:59 Feature overview
17:06 Resource overview
20:09 Installation & activation
20:58 How to Buy
22:00 Q&A Session
22:52 Closing Remarks

Our September 2022 Webinar walks through significant product developments we’ve deployed over the last year or so.

00:00 Introduction & Overview
00:45 Preview: EFT Processing for Sage Intacct
11:00 Partner Portal, Installation changes, Online Help
13:45 Microsoft Graph emailing
15:30 Web Screens (EFT Processing)
18:50 Module-by-Module change summary:
18:55 EFT Processing (other changes)
24:54 Process Scheduler
25:44 Inter-Entity
28:16 RMA
30:27 Bin Tracking
30:51 Information Manager
35:36 Info-Explorer
36:30 Extender
44:32 Closing Remarks

This is the first module of our Extender Developer training series. We provide a foundation for developing your own Extender Scripts to customize Sage 300.

00:00 Introduction
01:57 Extender Architecture Overview
08:28 Getting Started
12:11 Resource Overview
18:30 Using the Modules Screen
21:15 Creating Custom Tables
31:02 Extender Scripts (Getting Started)
39:45 Using Sample Scripts
49:02 Screen Scripts
56:28 Review & Closing Remarks

Anne explains the Notes record structure, and steps through the 3 different options for importing data into Orchid Notes for Sage 300.

00:00 Introduction & Overview
02:27 Notes record structures
04:19 Example (I/C Item Notes)
07:34 Import Options
08:04 Import from CSV
08:52 Excel Import template
09:22 Import using a .Notes file

Best practices for importing data into Sage 300 using Extender Scripts.

00:00 Introduction & Overview
02:28 Extender Modules & Custom Tables
06:00 Running Import Scripts
08:39 Using Python Libraries
10:38 Using Extender Classes to create records
11:53 Using CS Query
12:54 Logging from an Extender script
13:25 Example: Import GL Transactions
15:38 Review & Resources

We demonstrate our Extender App for converting from Modulo eImagePac to Orchid’s Document Management Link (DML) for Sage 300.

00:00 Introduction & Overview
02:52 Install, Active & Configure
08:23 Reviewing & testing your setup
10:20 Running the conversion
16:45 Closing Remarks

Tips for importing EFT Vendor, Customer, and Employee details int Orchid EFT Processing for Sage 300.

00:00 Introduction & Overview
02:30 Import Demo
07:42 Closing Remarks

Our July 2022 webinar looks at importing data into Orchid EFT Processing, Notes, and Document Management Link (DML). Includes Modulo eImagePac to DML conversions, and tips for importing using Extender scripts.

00:00 Introduction
01:11 Modulo eImagePac to DML
18:00 Orchid Notes Imports
19:52 EFT Processing Imports
27:46 Extender importing tips
43:34 More Info & Resources
44:50 Q&A Session
48:30 Closing Remarks

Our June 2022 webinar focuses on those Sage 300 add-ons that have been most responsible for Orchid's consistent growth over many years. It discusses and demonstrates how partners can use them to help their customers succeed in a changing world.

00:00 Introduction
05:54 Collaboration
10:39 Demo - Notes & Document Management Link (DML)
20:20 Streamlining Financial Processes
23:07 Demo – EFT Processing
31:14 Tailoring, Automation & Integration
36:47 Demo – Extender
48:45 Demo – Extender Workflow
54:59 Getting started with Orchid Modules
59:19 Closing Remarks