Video Library

Anne shows how to configure and use Orchid's EFT Processing add-on module for Sage 300 (AP/AR) to more efficiently process your payments, recurring receipts and refunds.

00:00 Overview
04:04 Install & Activate EFT Processing
05:32 EFT Security Groups
06:28 EFT Options Setup
20:26 EFT Banks Setup
23:20 Setting up an EFT Clearing Bank account
26:03 EFT Vendor Setup
30:33 EFT Customer Setup
31:45 Email Messages Setup
33:01 Receipt Selection Codes Setup
36:01 Creating EFT Files
39:05 Example using an EFT Clearing Bank account
42:26 Emailing Remittance Advices
43:29 Transfers Created / Transfer Details Report
44:01 EFT Audit Log
45:27 Updating Invoice Due Dates
47:18 Creating an AR Receipt Batch
49:43 EFT Receipt Batch Audit Log
50:23 EFT Update Invoice Due Date Audit Log
51:27 EFT Bank Formats
01:02:24 EFT Default Advices
01:04:40 Wrap-up

Anne shows how Extender OCX Scripts can be used to customize Sage 300 screens (hide fields, add buttons, fields and tabs).

00:00 Extender Intro
04:07 OCX Scripts introduction
10:08 Sample script to hide fields
12:02 Documentation on OCX Scripts
13:30 Scripts to modify Finders (on OE Header and grid)
19:55 Add a button to add a Misc Charge line automatically
23:55 Add Fields & Tabs to Header (Optional Fields, Date control)

The demonstration uses Sample Scripts released with Extender PU4.

Watch Steve run through how to tailor Sage 300 to your exact requirements.

Features Orchid's Extender, Notes, Document Management Link, Optional Tables and Report Runner modules for Sage 300.
(6-Jun-2018)

Anne shows how to configure and use Orchid's Document Management Link (DML) add-on module for Sage 300. Add, view and access relevant documents from within Sage 300, linked to specific screens and/or fields. (Includes a demonstration of Email SmartLink.)

00:00 Introduction & Overview
03:47 Activate Information Manager
04:05 Licensing for DML
05:40 Notes configuration using VPF
06:25 Configure the Tray Icon
08:29 Configure Masterfile documents (Vendors)
19:33 Configure MF + Txn Documents (Vendor & Invoice)
30:08 Configure for Customer Contracts
40:04 Configure for OE Order Documents
43:50 Configure Email SmartLink
46:12 Configure for all users, or override for individual users

Anne shows how to configure and use Orchid's Notes add-on module for Sage 300. Attach context-sensitive notes to Sage 300 fields and/or screens.

00:00​ Information Manager Notes Overview
04:46​ Activate Information Manager
05:15​ Information Manager Licensing for Notes
05:55​ Information Manager Notes configuration using VPF
06:40​ Configure Notes for Items
22:08​ Configure Notes for Vendors
27:15​ Configure Notes for Master Files (Vendors & Items)
33:23​ Configure Transaction Notes (GL Journals & OE Shipments)
39:40​ Configure Screen Notes (GL Journal Entry & Customer Entry)
42:55​ User Specific Notes Configuration
46:19​ Q&A

Anne gives a detailed demonstration of Orchid's Info-Explorer Sage 300 add-on module. Business Intelligence at an affordable price, with integrated budgeting & forecasting.

00:00 Orchid Overview
05:16 Info-Explorer Overview
10:38 Creating a cube – the basics
17:30 Calculated fields
20:15 Creating a new view, and pre-filters
22:30 Graphs and Dashboards
24:36 Using Sample Cubes – slice & dice, formulas
27:47 Sorting, filtering, styles, formatting
31:20 Cubes across multiple databases
33:45 Budgeting and write back to GL Budgets
40:44 Drill Down and Drill Through
43:47 Summary
44:30 Info-Explorer Lite (free, try before you buy)

Robert Lavery gives a brief overview of Orchid's Info-Explorer module.
Business Intelligence at an affordable price, with integrated budgeting & forecasting.

00:00 Introduction & About Orchid
01:02 Key Feature & Benefits of Info-Explorer
03:41 Budgeting & Forecasting benefits
04:16 Info-Explorer Lite (free edition)
04:56 Compatibility & wrap-up
 

Nathalie gives a detailed demonstration of these three Orchid add-on modules for Sage 300.

• Report Runner - Run multiple reports, distribute by email, save parameters for re-running, set up role-specific report menus
• Process Scheduler - Schedule recurring integrity checks, backups, day ends, reports, and other critical processes to run unattended
• Data Views - Turn Sage 300 Optional Fields into columns for simpler report writing and faster execution

00:00 Introduction to Orchid
03:15 Overview of Process Scheduler
06:02 Overview of Report Runner
09:03 Data Views Overview & Demo
13:33 Report Runner (Crystal Reports) Demo
24:47 Using Process Scheduler for Crystal Reports
28:56 Report Runner (Financial Reports) Demo
35:16 Using Process Scheduler for Financial Reports
39:28 Process Scheduler Demo (detailed)
55:30 Process Scheduler troubleshooting
57:22 Webinar Q&A session & wrap-up

Anne gives a detailed demonstration of Orchid's Bin Tracking add-on module for Sage 300.
Track items against multiple bins within a Sage 300 Inventory Control location.

00:00 Introduction & About Orchid
06:38 Bin Tracking overview
13:02 BT Demo (PO Receipt)
17:53 BT Demo (OE Shipment)
25:00 Configuring BT
32:38 Optional Fields for BT
33:47 Bin Setup
38:35 Take-On Stock into BT
40:58 BT Inquiries & Analytical Reports
43:07 Stocktake process
48:41 Q&A session and wrap-up

Robert Lavery gives a brief overview of Orchid's Report Runner add-on module for Sage 300.

Run multiple reports, distribute by email, save parameters for re-running, set up role-specific report menus.
(Mar-2018)

Robert Lavery gives a brief overview of 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.
(Mar-2018)

What Orchid's Sage Business Partners have to say about working with Orchid Systems.
(Jun-2014)