Video Library

Configure Extender to manage and track approval processes using the Extender Workflow functionality included with the Configurator edition of Orchid Extender for Sage 300.

00:00 Introduction
00:35 Configure Workflow Notification – Mark as Read
05:05 Configure Workflow Users
08:04 Configure Workflow Icons on OE Screen
13:37 Configure Extender Log Icon on AR Customer Screen
15:07 Bank Entry Approval Workflow
17:52 Configure Workflow Icons on Bank Entry Screen

Configure Extender to trigger logging, or email alerts and notifications, when specified events (e.g. changes to AR Credit Limits, EFT Banks and EFT Vendors) occur in Sage 300.

00:00 Introduction
00:38 Download / Install / Activate Extender
02:17 Check Licence
02:40 Configure Email
03:07 Configure Login Logging
03:48 Configure Logging User Details changes
07:24 Configure Logging Credit Limit changes
09:42 Configure Logging EFT Bank record changes
12:24 Configure Email Alert – EFT Vendor changes
14:27 Configure Conditional Workflow Notification

In this recording of our March 2021 Webinar, we show how easy it is to configure Sage 300 without writing a single line of code using the Configurator edition of Orchid Extender.

00:00 Getting Started with Extender Configurator
05:05 Download/Install/Activate/Licence/Email Configuration
08:02 Logging of User Logins
08:44 Logging of User Details changes
11:30 Logging of Credit Limit changes
14:10 Logging of EFT Bank record changes
16:51 Email Alerts for EFT Vendor changes
18:53 Workflow Conditional Notifications
24:34 Workflow Alerts and Approvals
26:17 Workflow Notification – Mark as Read
30:46 Configure Workflow Users
33:47 Configure Workflow Icons on OE Screen
39:18 Configure Extender Log Icon on AR Customer Screen
41:17 Bank Entry Approval Workflow
43:35 Configure Workflow Icons on Bank Entry Screen
48:16 Extender and Notes
51:30 Q&A

In this recording of our February 2021 Webinar we use a range of scenarios to demonstrate how Process Scheduler works, and how easy it is to get started.

00:00 Introduction to Process Scheduler (PS)
03:28 Overview of demo scenarios
04:18 Installation & Activation
05:32 Check the PS License file
05:48 Configuring PS Options, Companies, Emails
08:40 Setup Schedules: Day End & Post across 3 companies
12:16 Run/Test schedule from PS Schedule Screen
13:46 Configure Windows Task Scheduler
16:03 Opening Fiscal Periods across multiple companies
18:19 Run/Test schedule from PS Schedule Screen
19:10 Schedule Data Integrity Checks & clear logs
21:00 Run/Test schedule from PS Schedule Screen
24:19 Using PS with Info-Explorer & Report Runner
37:07 Using PS to run with Extender Scripts
52:00 Process Scheduler Editions (Levels 1,2 and 3)
54:00 Q&A

In this recording of our January 2021 Webinar, we demonstrate how Orchid modules can be used to automate business processes around customer management, leading to improved productivity, service delivery, and transparency.

00:00 Introduction
03:56 Scenario 1 Preview (Order Processing)
05:25 Credit Limit approval using Remote Action Service
07:40 Order Entry - low margin approval workflow
08:57 Drag and drop emails into DML
09:21 Create, file and email Order Confirmation PDF
09:47 Order approval using Workflow Anywhere app
11:21 Using Notes, DML and Email SmartLink
12:25 Scenario 1 Review
13:32 Scenario 2 Preview (Returns Processing)
15:06 Start returns process using RMA, Notes, DML
17:52 RMA Approval featuring Extender Workflow
18:25 RMA Analysis using Info-Explorer cube
22:57 Scenario 2 Review
24:40 Scenario 3 Preview (Refund Processing)
27:12 Setup & Approve EFT Processing details
29:30 Create, Approve and process EFT Refund Batch
31:42 Scenario 3 Review & Wrap-up
38:20 Process Scheduler setup
41:30 Extender Workflow for RMA discussion

In this recording of our December 2020 webinar we introduce and demonstrate our new Workflow Anywhere App for Sage 300.
(Dec-2020)

We show how it's possible to set up Orchid Notes for Sage 300 in under 30 minutes.

00:00 Introduction
03:40 Download, Install & Activate Information Manager
06:22 IM Options for Notes
07:58 Configure Notes for Customers
14:15 Configure Customer Notes against OE Order screen
20:22 Configure Notes on GL Batch Listing & Journal Entry
24:04 Pinning your Notes to the original source screen
25:03 Configuring Procedural Notes (for Screens)
29:13 Summary

This recording of our October 2020 Webinar covers some less well-known features of Orchid's EFT Processing module for Sage 300.

00:00 Introduction & Overview
02:47 EFT v2021 upgrade tips
05:02 EFT Format tips
11:54 EFT Security (2 level approval, logging, encryption etc.)
28:20 EFT File creation tips
31:50 EFT File path setup
33:20 EFT Advice setup and security options
34:48 Reversing, correcting & reprocessing a payment
37:56 EFT Clearing Bank Accounts
43:24 EFT Email Configuration tips
56:12 Tips for using EFT with A/R
59:23 EFT Payroll - sending T4s, Relevé 1s, Payslips
1:03:03 Q&A (Payroll)
1:10:38 Q&A (General) & Wrap-up

We show how it's possible to set up Orchid Document Management Link in under 30 minutes, using Sage 300 A/P as an example.

00:00 DML Overview
04:50 Activate Information Manager
06:40 DML User Configuration
07:13 Configure DML for AP Invoice Entry
16:23 Configure DML for AP Vendor Activity
20:39 Configure DML for AP Vendor
22:45 Summary

After an introduction (using Extender across your business) we demonstrate a PO Approval scenario using Extender Workflow and Remote Action, plus a PO Requisition Approval workflow, with automatic conversion from Requisition to PO. Nathalie also gives a short tour of our recently updated website.

00:00 Introduction & Benefits
02:39 Scenario 1 (PO Approval)
18:27 Review of Scenario 1
22:24 Scenario 2 (PO Requisition)
40:27 Review of Scenario 2
44:53 Remote Action Service review
47:37 The new Orchid Systems website
56:43 Q&A Session
1:03:46 More Info & closing remarks

Our Extender Developer (for Consultants) webinar included a description of 3 new sample modules.
(Jul-2020)

This recording of our June 2020 Webinar demonstrates our new Remote Action Service being used to approve and progress a workflow without logging in to Sage 300. The video explains how the service works in conjunction with Extender Workflow & Process Scheduler.
(Jun-2020)