Video Library

We demonstrate a range of ways that Orchid Extender can be used to introduce validations and automation into the Sage 300 O/E Order Entry process.

00:00 Intro & Overview
01:22 Low Sales Margin validation and warning
02:45 Post new order notifications in Microsoft Teams
03:07 Reviewing with DML & SharePoint
04:09 Create & email Invoice PDF, file for DML
06:58 Review

We demonstrate 2 options for enforcing approval of changes to Customer or Vendor EFT Bank Account details. (2-Step Approvals in EFT Processing, or using Extender Workflow.)

00:00 Overview
01:20 2-Step Bank Detail Approvals in EFT
06:58 Extender Notifications + EFT Approvals
11:02 Extender Notifications & Approvals

In this recording of our August 2021 webinar, we show how you can manage multiple entities with ease using Sage 300 together with our featured Orchid modules, Inter-Entity Transactions and Document Management Link.

00:00 Introduction
02:11 Document Management Link (DML) demo with A/P
12:13 Introduction to Inter-Entity Transactions (IET)
18:37 IET/DML - Allocating expenses across entities
30:20 IET Demo - Creating Loan Account entries automatically
42:15 How Inter-Entity works with Sage 300 Web Screens
45:50 Review & Wrap-Up
49:00 Q&A Session

Anne demonstrates how Workflow Anywhere can be used for various Sage 300 roles, and summarizes requirements for using the App.

0:00 Introduction
1:04 Scenario A – Customer focused role
2:50 Scenario B – A/P focused role
5:30 Workflow Anywhere requirements
6:25 Wrap up

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