Video Library

Our January 2022 webinar showed how Orchid modules can help streamline Sage 300 Accounts Payable processes, from PO Requisition entry through to AP Invoice payment.

00:00 Introduction
03:45 Part 1 - PO automation and approvals
14:43 Part 2 - Payment process, AP Automation & EFT
24:02 Part 3 - Analyse AP txns with Info-Explorer
47:23 Q&A

For our December 2021 webinar, Nathalie and Anne demonstrated recently added features and shared tips on how to make the best use of some features you may not be familiar with.

00:00 Introduction
02:41 EFT License screen and installation tips
07:47 Upgrade tips
09:40 EFT Web screens summary
13:35 New security group (Re-Create EFT File)
16:05 SFTP tips
19:58 EFT Clearing Bank
24:09 SMTP Email and App password
32:02 EFT and Extender
36:16 EFT and DML
42:31 Review of topics covered
44:03 Q&A Session
52:40 Closing remarks

In our November 2021 Webinar, Anne and special guest John Paterson show how Dingosoft FRS and Orchid Info-Explorer can be used, together or individually, for multi-entity, cross-database financial analysis and reporting with Sage 300.

00:00 Introduction (Steve)
02:55 Dingosoft FRS Overview (John)
04:19 FRS Reporting Demo
24:00 Info-Explorer Multi-Company Analysis Intro (Anne)
25:32 Analysis Demo 1 – FRS Cube
32:00 Analysis Demo 2 – O/E Sales History Cube
36:28 Analysis Demo 2 – A/P Transactions Cube
41:36 Info-Explorer Demo wrap-up
43:37 Webinar wrap-up (Steve)

Sage 300 budgeting at the Sub-ledger level (e.g. Customer & Item budgeting) using Info-Explorer and Optional Tables. This is the 3rd of 3 budgeting scenario spotlights.

00:00 Introduction
01:36 Scenario Overview (Customer & Item Budgeting)
02:40 Using Excel to create new Customer & Item Budgets
04:27 Using Optional Tables and its Excel Add-in
08:30 Updating the budget with Info-Explorer
11:40 Saving the budget with Info-Explorer Writeback
12:10 Scenario Review

Sage 300 budgeting at the GL & Transactional Optional Field (e.g. Project Budgeting) level using Info-Explorer and Optional Tables. This is the 2nd of 3 budgeting scenario spotlights.

00:00 Introduction
02:07 Scenario Overview (Project Budgeting)
02:53 Using Excel to create new Project Budgets
04:00 Using Optional Tables and its Excel Add-in
07:36 Updating the budget with Info-Explorer
13:40 Saving the budget with Info-Explorer Writeback
14:03 Scenario Review
 

Sage 300 budgeting at the GL level using Info-Explorer (with Budget Writeback) and Optional Tables (with Excel Add-in). This is the 1st of 3 budgeting scenario spotlights.

00:00 Introduction & Scenario 1 Overview
02:20 Creating a workbook with GL Financial Report Designer
04:15 Creating an Optional Tables InfoSet
05:18 Using the Optional Tables Excel Add-in
08:14 Updating the budget with Info-Explorer
15:34 Creating a new Budget Set with Info-Explorer
19:58 Saving the budget with Info-Explorer Writeback
21:05 Scenario 1 Review

In this recording of our October 2021 webinar, we demonstrate how Info-Explorer and Optional Tables can be used to create and maintain highly flexible budgets in Sage 300.

00:00 Introduction
02:20 Scenario 1 - GL Budget and Excel Add-in
24:52 Scenario 2 - Budget by Project (GL Optional Field)
39:54 Scenario 3 - Budget by Customer and Item
51:49 Summary plus Q&A

In this recording of our September 2021 webinar, we show how you can streamline trading between related entities using Sage 300 together with our featured Orchid modules, Inter-Entity Trade and Document Management Link.

00:00 Introduction
03:46 Demo - Using DML with multiple companies
13:11 Inter-Entity Trade overview
18:42 Demo - IE Trade (OE to PO)
30:40 Demo - Web Screens and IET Trade
34:55 Recap
37:06 Q&A session begins
40:22 IE Trade mappings (Ship-Via to A/C, A/C to A/C)
43:44 IE Trade (AP to AR)
45:15 Q&A ends, closing remarks

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