Video Library

Anne gives a detailed walkthrough of an Automatic Workflow (A/P Payment Batch Approval), created using Orchid Extender for Sage 300.
(Aug-2019)

Learn about some of the more advanced Workflow capabilities that weren't covered in our Workflow 101 training video.

00:00 Introduction & Overview
04:45 Add a parameter (replace User with a parameter)
08:30 The Reassign action
10:42 ShowMessage and Evaluate {program} 
11:43 The SetField action
15:03 Approval Workflow Best Practice
20:36 Add GL Activate Account workflow
26:44 Activate Account step
31:45 The Approval step 
39:51 Review & closing remarks

Anne gives a detailed walkthrough of a Manual Workflow (A/R Customer On Hold), created using Orchid Extender for Sage 300.
(Jul-2019)

Learn how to configure a Workflow for Sage 300 using Orchid Extender (Configurator Edition)

00:00 Overview of Extender Workflow
03:44 Example: Start Workflow when GL a/c created
04:25 Creating the Workflow Template
12:17 Adding Actions to the Workflow
12:42 Extender Email Setup
13:12 Create Workflow Email message template
14:24 Create Workflow User Groups
15:04 Setup workflow colour for Console
15:31 Add Email, Message and Colour actions to template
20:05 Add Icons to Sage300 to view the workflow history
22:18 Add a Condition to your Workflow
25:08 Add Steps to Workflow
31:39 How to View Workflow Logs
35:04 Use Workflow to update Sage 300 fields
40:06 User input on Workflow Console
44:47 Review & Summary

Anne shows how to email Payslips (Pay Stubs) using EFT Processing (Payroll) for Sage 300 from Orchid Systems.
(Jun-2019)

Anne shows how to email T4 and Relevé 1 documents using EFT Processing (Payroll) for Sage 300 from Orchid Systems.
(Mar-2019)

We discuss and demonstrate various ways that Orchid modules can be used to streamline end-to-end AR processes, helping you improve cashflow by getting paid faster.

Features Orchid's Extender, Notes, Document Management Link, Process Scheduler, Report Runner, Info-Explorer and EFT Processing modules for Sage 300.
(Mar-2019)

Anne shows how to create new EFT formats, or update existing ones, for use with EFT Processing for Sage 300 from Orchid Systems.
(Mar-2019)

Anne shows how to email Remittance Advices when using EFT Processing for Sage 300 from Orchid Systems.
(Feb-2019)

Nathalie shows how to configure email templates, including HTML emails, for use with EFT Processing for Sage 300 from Orchid Systems.
(Feb-2019)

Add tabs & fields to screens. Add Optional Fields to a detail grid. Add a button to create, save and email a PDF. Create a screen and import records.

00:00 Introduction & Overview
03:53 Add Tabs & Fields (to OE Order Entry screen)
11:15 Add Optional Fields (in AP Invoice Detail Grid)
16:07 Add Print/Email button (on PO Order screen - Custom Tables)
33:04 Create new screen to import GL Jrnls (browse & pre-val)
45:26 Removing an Extender icon from the Sage300 desktop
46:03 Review & Wrap-up

Learn how to create, update and deploy Extender Scripts, Custom Tables and Modules. Validate a field (AR Customer State) using a hard-coded set of values, a Custom Table and a Finder.

00:00 Introduction & Overview
03:07 Activating Extender
06:02 Scripts (e.g. Validate AR Customer State)
20:15 Custom Tables (e.g. for validation)
28:34 Deep dive into the validation script
35:15 OCX (UI) Scripts (e.g. add finder to State custom table)
44:00 Module Creation & Deployment (e.g. State Validation)
48:25 Review and wrap-up