Use these products standalone, together, or in combination with other Orchid add-ons to simplify and automate time consuming, complex and necessary-but-routine tasks. 

The continuous search for productivity gains may lead some down the path of cost cutting, and other to investigate radical business or IT transformation initiatives, but a better starting point could be right under your nose. Some modest tweaks to your existing Sage 300 system, supported by affordable add-on modules from Orchid Systems, can yield surprising dividends.

Process Scheduler

Process Scheduler lets you automate the execution of a multitude of regularly recurring processes, using the flexible scheduling capability of Windows Task Scheduler. It reduces your exposure to human error, while avoiding resource conflicts by allowing processes to run unattended afterhours, during system idle times.

Process Scheduler is available in three Editions, Level 1, 2, and 3:

  • Level 1: Schedule data integrity checks, database dumps, Service Pack audits, disk space checks, and Extender scripts. Run Report Runner for Crystal Reports. Refresh and distribute Info-Explorer cubes.
  • Level 2: All Level 1 actions, plus Day End and Posting
  • Level 3: All Level 1 & 2 actions, plus ‘advanced’ actions: Load & copy databases. Run programs and macros. GL Consolidations. Open and close years and periods. Run Report Runner Financial Report Groups.

Report Runner

Report Runner forms the heart of your reporting and decision making. It places all your reports, from various Sage 300 modules, into central repositories for Crystal Reports and Financial Reports.

This allows you to quickly and easily access and launch vital reports using uses the familiar Sage 300 controls: finders, dates, periods and checkboxes. You can run multiple reports, distribute them by email, save parameters for running them again, and create specific report menus for different roles. 

Report Runner controls report launching. By combining it with Process Scheduler, you can also control when reports are executed and distributed, according to automated schedules.

Extender-driven Automation

No discussion of Sage 300 and automation would be complete without mentioning Orchid Extender, and its ability to trigger highly customized event-driven processing. To find out more a good place to start is our Tailoring & Integration solution page, or read some of the examples below.

Watch our 'Business Process Automation' Video

Click the image above to watch the video of Anne’s webinar on Business Process Automation. She discusses and demonstrates how a broad range of other Orchid products can contribute to increased efficiency and productivity.

Some examples include scheduling the execution of Extender scripts to streamline Collections or Logistics Management, e.g.:

  • Check all open invoices and email details of those that are overdue to the nominated sales rep for follow-up.
  • Identify Sales or Purchase Orders that were meant to be shipped/received today but were not, and email details to the nominated contact.
  • Check stock on hand for all Item/Location combinations, and raise alerts where quantity is below the minimum threshold. 

Extender can also be used automate event-driven actions, including integration with external systems, e.g.:

  • When a new supplier has been created, or selected fields updated, trigger a script to synchronize supplier details on a web page.
  • When creating a Sales Order for a Bill of Materials item, automatically trigger an assembly task if there is insufficient assembled stock.
  • When a Sales Order is shipped, create an invoice PDF and email it to the customer. Similarly, automatically email consignment note number and estimated delivery date.

The video also touches on various other ways of improving efficiency using Orchid products:

  • Using Document Management Link to make relevant documents easily accessible where and when they are needed. 
  • This includes cross-company visibility - e.g. when using Inter Entity Trade a document can be created and stored in one company, and be visible to staff processing the mirrored transaction in another related company.
  • EFT Processing eliminates re-keying of payment batch data into your banking interface. Recurring receipts, such as monthly subscription payments, can also be automated.
  • Inter Entity Transactions can save hours or days each month by generating auto-balancing loan account entries, or mirrored bank account entries.
  • Return Material Authorizations can generate replacement orders, credit notes or vendor returns without the need to re-key data.