Video Library

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

Our May 2022 webinar showed how to get up and running with Orchid's Return Material Authorizations (RMA) add-on for Sage 300, and how to make the most of it through integration with other Orchid modules.

00:00 Introduction & RMA Overview
01:45 RMA Quick Start Video starts
02:26 Installation & Activation
04:00 Configuration Options
11:15 Demo: Create RMA & email return instructions
15:05 Quick Start Review
15:39 Spotlight on RMA Templates & Policies
28:51 Integrating RMA with other Orchid Modules
40:28 Returns analysis with Info-Explorer
51:54 Review and Closing Remarks

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