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 Customization & Integration solution page.

Other Automation Options

Click the link above to watch the video of Anne’s webinar on Business Process Automation, in which she discusses and demonstrates how a broad range of Orchid products can contribute to increased efficiency and productivity.  These demonstrations include:

  • Process Scheduler: Run Day End & post generated system batches; Data Integrity checks; Report Runner Crystal Reports; Extender scripts.
  • Extender & Notes: Configure an event to trigger the execution of a custom script (e.g. generate and email an Invoice).
  • Document Management Link: Automatically rename documents (e.g. A/P Invoices) and file them so that they are easily accessible from multiple Sage 300 screens. Use together with Inter Entity Trade to make a document accessible from different companies.

Anne also discusses some of the automation provided by EFT Processing, Inter Entity Transactions and Inter Entity Trade. For an introduction to these products, see our Streamlining Financial Processes solution page.