Video Library

Robert Lavery gives a brief overview of Orchid's Inter-Entity Transactions add-on module for Sage 300. 

Manage allocations and transfers between related entities. Keep loan accounts in balance, with offsetting due to & from entries automatically generated based on rules you define.

Anne shows in detail how Orchid's Optional Tables and Info-Explorer (with Writeback) can be used in partnership to easily create and maintain detailed budgets and forecasts within Sage 300.

00:00 Introduction to Orchid
02:15 Info-Explorer & Optional Tables – Overview
07:04 Scenario 1 (GL level budgeting)
28:13 Scenario 2 (Customer + Item level budgeting)
41:49 Wrap-up and Q&A session

Steve discusses how to use your time more efficiently using Management by Exception (MBE) principles.

He then demonstrates how a range of Orchid's Sage 300 add-on modules (e.g. Notes, Extender, Info-Explorer, Process Scheduler and Optional Tables) can assist with the implementation of an MBE regime.
(Nov-2017)

Anne gives a detailed demonstration of Orchid's EFT Processing add-on module for Sage 300 (AP/AR), including some less commonly used features and best practice tips.

00:00 Introduction to Orchid’s Modules
01:45 EFT Processing Overview
04:11 Demo – Create EFT File/Remittance Advice
06:59 Feature Options - Creating an EFT file
09:00 Feature Options - Printing EFT Remittance Advices
11:09 EFT Setup - EFT Vendors
15:31 EFT Setup - EFT Banks
17:47 EFT Setup – Bank Formats (Formats.ini)
19:46 Custom Bank Formats (Userformats.ini)
22:32 Direct Debits for EFT Processing / Create Receipt Batch
25:58 Update AR Invoice Due Dates
27:10 Summary
32:30 Q&A

Anne provides a general overview of Orchid's Extender module, before demonstrating a few recently released sample scripts.

Within OE Order Entry: Dynamically display Customer/Item sales history; Auto-Create, File and Email an Invoice; Automatically email a new AR Invoice to a customer. Within AR Invoice Entry: Auto-populate AR Invoice details from AR Item Optional Fields.
(28-Sep-2017)

Anne gives a detailed demonstration of Orchid's Notes and Document Management Link add-on modules for Sage 300. The demo includes examples of 'Extended Notes' (Notes+Extender scripts).
 

00:00 Intro and About Orchid
03:03 Notes benefits & overview
09:53 DML benefits & overview
13:35 DML & Notes in action
20:45 Configuration (AP Invoice Entry)
33:35 DML with SharePoint configuration
35:34 Notes demo (OE with Extended Notes)
40:09 Notes and DML together
42:30 Configuration (screen-specific)
50:06 InfoSet (Optional Tables) structured Notes
51:04 More Extended Notes examples
54:20 Email SmartLink demo
56:48 Closing remarks

Nancy Lavery demonstrates the key features of Orchid's Notes add-on module for Sage 300.

To illustrate, she shows how to display notes related to Customers and Items on the Order Entry screen.
(Jul-2017)

Nancy Lavery demonstrates the key features of Orchid's Document Management Link add-on module for Sage 300. 
Add, view and access relevant documents from within Sage 300, linked to specific fields.

00:00 Introduction & Overview
01:29 Product Demo (for AP Invoice Entry)
05:35 Adding documents to DML
07:47 Configuring DML
10:33 Final comments and wrap-up

Robert Lavery gives a brief overview of Orchid's EFT Processing add-on module for Sage 300 (AP/AR).

00:00 Introduction & About Orchid
01:06 Key Features & Benefits of EFT Processing
06:47 Closing remarks & more info

Robert Lavery gives a brief overview of Orchid's Notes add-on module for Sage 300. 
Attach context-sensitive notes to Sage 300 fields and/or screens.

00:00 Introduction & About Orchid
01:21 Key Feature & Benefits of Notes
03:08 Email SmartLink feature (requires Orchid User licence)
03:56 Compatibility & wrap-up

Robert Lavery gives a brief overview of Orchid's Document Management Link add-on module for Sage 300. 

Add, view and access relevant documents from within Sage 300, linked to specific fields.

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

Extend Sage 300 business logic in countless ways. Log changes, raise alerts, create custom screens and tables, integrate with other applications, run bespoke scripts.