Video Library

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

Configure Extender to manage and track approval processes using the Extender Workflow functionality included with the Configurator edition of Orchid Extender for Sage 300.

00:00 Introduction
00:35 Configure Workflow Notification – Mark as Read
05:05 Configure Workflow Users
08:04 Configure Workflow Icons on OE Screen
13:37 Configure Extender Log Icon on AR Customer Screen
15:07 Bank Entry Approval Workflow
17:52 Configure Workflow Icons on Bank Entry Screen

Configure Extender to trigger logging, or email alerts and notifications, when specified events (e.g. changes to AR Credit Limits, EFT Banks and EFT Vendors) occur in Sage 300.

00:00 Introduction
00:38 Download / Install / Activate Extender
02:17 Check Licence
02:40 Configure Email
03:07 Configure Login Logging
03:48 Configure Logging User Details changes
07:24 Configure Logging Credit Limit changes
09:42 Configure Logging EFT Bank record changes
12:24 Configure Email Alert – EFT Vendor changes
14:27 Configure Conditional Workflow Notification

In this recording of our March 2021 Webinar, we show how easy it is to configure Sage 300 without writing a single line of code using the Configurator edition of Orchid Extender.

00:00 Getting Started with Extender Configurator
05:05 Download/Install/Activate/Licence/Email Configuration
08:02 Logging of User Logins
08:44 Logging of User Details changes
11:30 Logging of Credit Limit changes
14:10 Logging of EFT Bank record changes
16:51 Email Alerts for EFT Vendor changes
18:53 Workflow Conditional Notifications
24:34 Workflow Alerts and Approvals
26:17 Workflow Notification – Mark as Read
30:46 Configure Workflow Users
33:47 Configure Workflow Icons on OE Screen
39:18 Configure Extender Log Icon on AR Customer Screen
41:17 Bank Entry Approval Workflow
43:35 Configure Workflow Icons on Bank Entry Screen
48:16 Extender and Notes
51:30 Q&A

In this recording of our February 2021 Webinar we use a range of scenarios to demonstrate how Process Scheduler works, and how easy it is to get started.
(Feb-2021)

In this recording of our January 2021 Webinar, we demonstrate how Orchid modules can be used to automate business processes around customer management, leading to improved productivity, service delivery, and transparency.
(Jan-2021)