Video Library

Anne conducts detailed training on how to set up and use Orchid's Inter-Entity Trade add-on for Sage 300 to facilitate OE-PO Trades.

00:00 Introduction & Overview
04:03 Install & Activate Inter-Entity
06:35 Example 1: PO-OE mirrored txn using A/C to A/C Mapping
07:27 Setup for PO-OE transaction example
11:36 Creating the PO transaction
21:19 Example 2: OE-PO txn using Ship Via to A/C Mappings
22:42 Setup for OE-PO transaction example
24:52 Creating the SO transaction
28:18 Using the Audit Inquiry
30:48 Inter-Entity Trade errors
32:10 Summary

Anne conducts detailed training on how to set up and use Inter-Entity Trade to conduct an AP/AR Trade

00:00 Overview
04:40 Install & Activate Inter-Entity
08:13 AP Invoice auto-creates AR Invoice
21:46 AR Receipt auto-creates AP Payment
26:14 AR Inv. auto-creates AP Inv. & GL Elimination Journal
30:37 Summary

Anne conducts detailed training on how to set up and use the Cash Management features of Inter-Entity Transactions.

00:00 Introduction & Overview
05:09 Install & Activate Inter-Entity (IET)
06:41 CM Bank Transfers between companies
12:01 CM 1-Step Processing (AR Receipt deposit in target company)
18:20 CM 2-Step Processing (AP Invoice transfer to target company)
23:55 CM 2-Step Processing (Create AR Receipts and AR Invoice transfer to target company)
27:18 AP/AR Mapping for CM 2-Step processing
28:05 Consolidated AR/AP Trial Balance across multiple companies
29:24 Review & Closing Remarks

Anne conducts detailed training on how to set up and use the GL Triggers features of Inter-Entity Transactions.

00:00 Introduction & Overview
04:43 Install & Activate Inter-Entity (IET)
06:20 Configure GL Triggers
07:54 AP Reallocations
12:48 IET Trigger Errors & Re-Processing
13:53 AR Reallocations
20:34 GL Reallocations
24:24 Review & Closing Remarks

See how you can drag & drop files, including emails and attachments, into Document Management Link. Also email a document directly from DML.
(Sep-2018)

Nathalie conducts advanced training on how to get the most out of Orchid's Info-Explorer BI tool, including tips and tricks on some lesser known features. 
(Sep-2018)
00:00 Introduction
01:15 Security Best Practices
02:30 Performance Consideration and refresh
11:03 Advanced SQL Query Tips (using parameter, Group by, filter and parameters)
19:00 Dimension and facts - Using UNION ALL to include data across databases and transaction types
33:45 Drill-down and drill-through tips
38:52 Dynamic reporting, Date functions, Cube formulas, for % column, Rank, Top 5
47:50 Dashboard

See how you can create an Order Confirmation PDF, file it away and email it to the Customer's nominated email address, all in one click from Sage 300  - using Orchid's Extender and Document Management Link modules.
(Sep-2018)

Nathalie provides detailed training on how to configure and use Orchid's Process Scheduler add-on module for Sage 300. Schedule recurring integrity checks, backups, day ends, reports and other critical processes to run unattended.

00:00​ Introduction & Overview
03:46​ Install & Activate Process Scheduler
06:48​ Using VPF to setup Process Scheduler
12:28​ Setup Data Integrity Schedules for all modules
18:41​ Setup Data Integrity Schedules one module at a time
22:17​ Setup Windows Task Scheduler to run a Schedule
25:46​ Windows Task Scheduler Error Codes
26:08​ Creating a Log File using Windows Task Scheduler
27:27​ Some Process Scheduler Tips
30:20​ Examples of Level 1, 2 and 3 tasks
40:48​ Using Process Scheduler and other Orchid Modules
41:08​ Using Process Scheduler to refresh Info-Explorer Cubes
42:23​ Using Process Scheduler to run Report Runner Reports
43:49​ Using Process Scheduler to run GL FR Reports
45:39​ Using Process Scheduler to run Extender Scripts
47:43​ Closing Summary

See how you can create a Purchase Order PDF, file it away, and email it to the Vendor's nominated email address - all in one click from Sage 300 - using Orchid's Extender and Document Management Link modules.
(Aug-2018)

Anne shows how to install and configure Orchid's Report Runner add-on module for Sage 300. The easy way to organize, launch, distribute and re-run Crystal Reports and GL Financial Reports from Sage 300.

00:00 Overview
02:47 Activating Information Manager
04:52 Setting Up Report Runner
08:58 Configure Crystal Reports
14:22 Running Crystal Reports
22:51 Using Process Scheduler to schedule Crystal Reports
26:08 Configure Financial Reports
26:45 Running Financial Reports
29:09 Using Process Scheduler to schedule Financial Reports
30:45 Summary
31:29 Q & A

Watch Sales and Purchasing Teams collaborate using Sage 300, various Orchid Add-on modules, and cloud-based platforms such as Twitter, Microsoft Teams, LinkedIn and Twillio (for SMS). Includes a walkthrough of the Extender scripts used in the demonstration.

00:00 Introduction
01:10 Scenario Overview
03:19 Order Entry (Notes, Extender, DML)
07:55 Notifications (Microsoft Teams, SMS, Email)
10:13 Auto-created POs, create & email PO PDF
11:50 Next Steps Overview
13:35 Analysis with Info-Explorer
16:20 Emailing from DML
18:35 Twitter Notification (Extender+Notes)
20:47 Scenario Review
23:38 Extender Scripts used
30:00 Wrap-up and About Orchid

Orchid products featured include Extender, Notes, Document Management Link, Email SmartLink, and Info-Explorer.

Anne shows how to configure and use Orchid's EFT Processing add-on module for Sage 300 (US & Canadian Payroll).

00:00 Overview
04:41 Install & Activate EFT Processing
06.09 EFT Processing setup using VPF
06:37 EFT Security Groups
08:26 EFT Options Setup
16:03 EFT Banks Setup
19:14 EFT Employee Setup
24:19 Email Message Template Setup
27:05 Creating an EFT Payroll file
31:21 Emailing Employee Remittance Advice
32:35 View/Clear Payroll Audit Logs
32:54 View/Clear EFT Audit Log
34:48 EFT Bank Formats - Formats.ini file
43:44 Custom Bank Formats - Userformats.ini file
47:55 Additional Payroll Functionality
48:25 Emailing Sage300s Payslip, Relevé 1s and T4s