Video Library

Anne conducts detailed training on how to configure and use Orchid's Bin Tracking add-on module for Sage 300.

00:00 Overview of Bin Tracking
02:23 Install & Activate Bin Tracking
03:25 IC Options - Prompt to delete during posting
03:54 Assign Visual Process Flows
04:23 BT Setup - Options
12:02 BT Setup - Optional Fields
12:43 BT Setup - Bin Setup
16:07 Take-on Opening Stock quantities per Bin
20:00 Process PO Receipt & associated Bin Transfer
23:04 Process OE Shipment & associated Bin Transfer
26:46 Summary of Bin Tracking transactions
27:20 Printing the Bin Picking Slip/Put-Away Slip
29:49 Bin Tracking Stocktake
37:06 BT Setup - Item per Bin options
40:12 Item/Bin Inquiries and Reports
45:55 Deactivate empty Bins
46:26 Summary
48:12 FAQs

Troubleshooting Inter-Entity Transactions for Sage 300 using Audit Logs and Periodic Processing.

00:00 Why use IET Audit Logs
01:47 Audit Enquiries
03:25 IY Audit Log
09:40 Optional Fields errors
11:11 GL Triggers Audit Log
13:49 Cash Management Audit log
16:54 Summary

Troubleshooting Inter-Entity Trade (AP/AR) for Sage 300 using Audit Logs and Periodic Processing.

00:00 Why use IET Trade Logs
02:42 AP/AR Trade Audit Log
09:41 AP Document Numbering Errors
12:20 Summary

Troubleshooting Inter-Entity Trade (OE/PO) for Sage 300 using Audit Logs and Periodic Processing.

00:00 Why use IET Trade Logs
02:26 XAPI Errors connecting to the database
05:49 OE/PO Audit Log Errors
10:46 OE/PO Trade Setup errors
18:50 Summary

Anne conducts detailed training on how to configure and use Orchid's Return Material Authorizations (RMA) add-on module for Sage 300.

00:00 Overview
04:03 Install & activate RMA
05:31 RMA Setup
13:00 RMA Setup to charge a variable Restocking Fee
26:02 RMA Setup to charge a fixed Restocking Fee
30:59 RMA Setup for Warranty Repairs
35:39 RMA Setup for Repairs
39:23 RMA Reports
43:14 RMA Periodic Processing
43:40 Summary of RMA templates
45:01 Summary

An advanced tutorial on setting up Optional Tables for Sage 300 for G/L Budget and Budget by Customer and Item. Includes detailed training on the Excel Add-in.

00:00 Overview
01:34 GL Account Budgets
05:42 Use Add-In to update GL Account Budgets
11:12 Use Add-in with GL Financial Reporter
14:58 Copy Infoset Budgets to GL Budget Set 1 to 5
17:07 Customer & Item Budgets
20:44 Use Add-In to update Customer & Item Budgets
24:15 Use InfoExplorer to update Customer/Item Budgets
26:25 Summary

Anne conducts training on how to set up and use I/M Optional Tables. Add Optional Fields to any Sage 300 View.

00:00 Overview
03:50 Install & Activate Information Manager
06:08 GL Account Budgets
20:09 GL Account & Transactional Optional Field Budgets
23:41 Customer & Item Budgets
27:17 IC Location Opt Fields & display in structured Notes
33:57 Using View Types and EFT Bank Optional Fields
39:24 Summary

Nathalie conducts training on setting up and using Data Views, from Orchid's Information Manager suite, to turn Sage 300 Optional Fields into columns for reporting.

00:00 Introduction and Overview
02:27 Install & Activate Information Manager
03:30 Setup Data Views for AR Customer
08:28 Data View Tips
10:01 Setup Data Views for AP Invoice
12:40 Using the SQL view in an Info-Explorer cube
13:38 Summary

Nathalie conducts training on how to set up and use Orchid's Extender module (Configurator Edition).

00:00 Overview
03:29 Activating Extender
07:07 Logging, e.g. changes to an AR Customer
14:04 Logging, e.g. changes in I/C Options
15:21 Logging, e.g. changes to EFT Bank details
17:28 Notification Email, e.g. Customer Credit Limit updated
22:22 Notification Email, e.g. EFT Vendor is updated
24:45 Use Configurator to Run a (.exe) program
28:41 Extender & Information Manager Notes
31:23 Extender Modules
33:47 Summary

Detailed training on how to set up and use Inter-Entity Transactions to automate the generation of balancing loan account entries in Sage 300. The example in this video is for the Multi-Database edition, with entities selected by Optional Field.

00:00 Introduction & Overview
06:37 Install & Activate Inter-Entity (IET)
07:55 Configure IET for Multi-Database & Optional Fields
09:39 Entity Optional Field Setup
10:40 Configure IET Options
16:51 Configure IET Routes
19:00 Define Entity Database mappings
21:18 Configure Entity Substitution Trigger Accounts
23:16 Allocate AP Invoice using Optional Fields for Entity
26:48 IET Errors & Re-Processing
28:29 Configure Linked Accounts / Account Balance Inquiry
29:13 Generate IET Entries
30:38 Review & Closing Remarks

Detailed training on how to set up and use Inter-Entity Transactions to automate the generation of balancing loan account entries in Sage 300. The example in this video is for the Multi-Database edition, with entities selected by GL Account.

00:00 Introduction & Overview
07:03 Install & Activate Inter-Entity (IET)
08:45 Configure IET for Multi Database processing
14:09 Consolidated vs Process in Detail option
16:26 Configure Source Types
17:16 IET Routes & Entity Database Mappings
21:55 Allocate AP Invoice across multiple entities
24:16 Using the IET Audit Inquiry
25:59 Inter-Entity Errors & Re-Processing
28:39 Configure Linked Accounts / Account Balance Inquiry
29:23 Generate IET Entries
30:45 Review & Closing Remarks

Detailed training on how to set up and use Inter-Entity Transactions to automate the generation of balancing loan account entries in Sage 300. The example in this video is for the Single Database edition.

00:00 Introduction & Overview
04:57 Install & Activate Inter-Entity
06:25 Configure for Single Database processing
11:47 Allocate AP Invoices to 2 entities
13:12 Inter-Entity processing errors
14:38 Generate Inter-Entity Entries
15:15 Configure Linked Accounts
16:16 Review & Closing Remarks