About Orchid Modules. Orchid develops modules for Sage 300 ERP (Accpac) that:
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2 About Orchid Systems Developer of add-on solutions to enhance Sage 300 ERP (Accpac). Based in Sydney, Australia. Sage 300 ERP Solution Provider for over 16 Years. Working with the Sage 300 ERP SDK since Development Team includes 5 programmers with combined development experience of over 70 years. Represented in North America by Robert Lavery & Associates. Multi Award winning, including: o 2011 and 2012 Gold Development Partner of the Year o International Development Partner Rising Star o Australia Development Partner of the Year o Australia Solution Provider of the Year
3 Orchid s Technology All products developed 100% in the Sage 300 ERP SDK Standard Sage 300 ERP o Security and Customization capabilities o Data integrity checking o Client Server and Web deployment o Support for all Databases o DBDump and DBLoad o Macro support with VBA o Sage 300 ERP look and feel o Crystal Reports
4 About Orchid Modules Orchid develops modules for Sage 300 ERP (Accpac) that: Provide analytical tools for more effective decision making and information management. Simplify and automate what can be time consuming, complex and necessary-but-routine tasks. The result is improved efficiency and productivity combined with increased customer service and satisfaction.
5 A few Orchid Customer Quotes Orchid provide super quick turnaround. That s why I love working with them. Andy Pickup, the Accounting System Co Ltd, Surbiton, UK We have had great success with Orchid s products. Mark Hotz, Computrack Solutions, Mississauga, Canada Orchid are just a joy to work with. If everyone cared as much as 10% as you do, my world would be complete! Fernando Grossi, Allfour Technology Enterprises, St Albert, Canada Orchid Process Scheduler works like a charm. Awesome product. Client loves it. Brian McIntyre, DSD-CRM Software, Winnipeg, Canada
6 Orchid Modules, part 1 REPORTING/BUSINESS INTELLIGENCE FINANCIAL Info-Explorer EFT Processing Inter Entity Transactions Inter Entity Trade INVENTORY Bin Tracking Return Material Authorizations IFS SmartFreight Link
7 Orchid Modules, part 2 AUTOMATION & PRODUCTIVITY Information Manager: Process Scheduler Document Management Link Optional Tables/Supplementary Data with spreadsheet add-in Report Runner Data Views Notes
8 Info-Explorer Cube viewer, powerful analysis tool to explore your Sage 300 ERP (Accpac) data and other data. Provide insight to help you increase the performance of your business. Summarize, drill down into and slice and dice your Sage 300 ERP data in real time. Clear insight into business operations & help you make the right decision, every time. Intuitive, multi-dimensional, slice and dice and graphical reporting. Drill down in real time. Analysis on-line or off-line. Powerful Business Intelligence without the usual price tag! Focus on what is important to measure. Empower your people with the right information at the right time. Cater for your individual reporting needs.
9 EFT Processing EFT Processing transfers Sage 300 ERP (Accpac) receipts and payments through to the electronic funds transfer functionality of your banking software. Streamlines payment and collection processes, tightens control over bank transfers. Create EFT files in a variety of standard formats along with your own user definable formats. Operates on both receipts (AR) and payments (AP). BENEFITS Reduced bank transaction fees. No duplicated data entry, saving time and eliminating errors. Expensive check stationery not required. Manage AR Due Dates on Posted Documents to facilitate auto receipt processing. Improved security on vendor/customer bank account details. Improved security on issuing checks no checks lost in the post. Reduced postage costs when you remittance advices. Reduced processing time, instead of hours to print, fold & post checks create & import EFT batch and remittances ed in a matter of minutes.
10 Inter Entity Transactions (Inter-Company) Inter Entity Transactions facilitates doing business and transferring funds between entities. Entities can include branches, divisions, departments, funds, projects, trusts or multiple companies held within one or across Sage 300 ERP (Accpac) databases. Cash management: streamlines cash based inter company transactions. Automatically generates Due to and Due from transactions Complex routes when there are no direct inter entity account relationships between transacting entities. Keep each entity in balance Increase accuracy of your financial data, Streamline business processes and Provide tight control over transactions spanning multiple entities.
11 Inter Entity Trade Automates flow of transactions in Sage 300 ERP (Accpac) when partner companies, branches, divisions etc. buy and sell between each other. Creates reciprocal documents according to business rules you set up: when you initiate a transaction in one company, Inter Entity Trade makes the corresponding entries in the other company. No need to duplicate it for the other company. BENEFITS Enhance productivity and efficiency. Automate and streamline business processes. Improve visibility of operations across a group of companies. Large time savings from eliminating duplicating entries and checking them. Input transactions once and replicate across companies. Increased accuracy from automated processes. Simplify collaboration in complex organisations.
12 Bin Tracking Track inventory items stored in multiple bins within a warehouse or Sage 300 ERP Inventory Control location. Bins can include shelves, slots, containers, barrels, pallets or drawers. Streamlines picking and putting away. Save time - Users know where to store and find any inventory item Saves hunting or checking personal location lists, when Receiving and Packing. Integrates with ACCU-DART barcode scanning systems. Supports AutoSimply MO Issuances and Receipts. All bin information held within Sage 300 ERP database with no need to purchase a separate inventory system for this.
13 Return Material Authorizations & Repair Tracking Track sales returns and warranty repairs to maintain better control over inventory and improve customer service. RMA, developed by Orchid Systems, is now a core Sage 300 ERP module and continues to be developed by Orchid. BENEFITS Improved customer satisfaction. Rapid turnaround times. Increased accuracy of inventory. Ensure cost recovery and minimise losses by accurately tracking and billing repairs. Improved cash flow and stock turnover via efficient system with quality focus and fewer write-offs. Help reduce cost of returns and handling process. Uphold quality by early reporting and identification of product problems. Time saved - no need to re-key and check information, less chance of error.
14 IFS SmartFreight Link Australia, NZ, South Africa, UK Streamline Sage 300 ERP integration with IFS SmartFreight a true multi-carrier freight management system. Through the seamless integration with SmartFreight - the bi-directional transfer of data between Sage 300 ERP's Order Entry module and IFS SmartFreight, processing costs can be reduced, data accuracy increased and reconciliation and analysis of actual freight costs facilitated. IFS SmartFreight is a market leading freight despatch system in Australasia, South Africa, UK, 100% compliant with local freight carriers. Maintain your independence by installing SmartFreight with choice of which freight companies you wish to use to suit your needs. System belongs to you, not a transport company - ensures continuity of systems & processes regardless of how often you change transport companies. Use accepted generic stationery & Internet connectivity to provide accurate documentation & electronic data required by all freight carriers. No duplicated data entry, saving time & eliminating errors. Accurate recording of all freight costs charged by carriers in Sage 300 ERP.
15 Information Manager AUTOMATION & PRODUCTIVITY A suite of productivity tools which: Allows better decisions, and Improves and automates processes. Information Manager comprises core Business Intelligence (BI) functionality and productivity tools with an easy ROI. The components are available as separate modules or you can combine the ones you require for added power. Process Scheduler Document Management Link Optional Tables/Supplementary Data with spreadsheet add-in Report Runner Data Views Notes
16 Process Scheduler Schedule when your Sage 300 ERP (Accpac) data is checked and backed up and schedule automation of other processes. It maximizes system resource usage by allowing you to automatically perform these tasks overnight, whilst the system is not being used, and automating processes for when required. Automate : Data integrity processes run data integrity checks, send alerts for errors System processes - run day end, post batches optionally, load data for testing, reporting, GL consolidations, schedule custom processes & programs Reporting processes schedule Crystal Reports & GL FR Reports (with Orchid Report Runner) Checking the integrity of your Sage 300 ERP data and running processes on a regular basis has never been easier!
17 Document Management Link Link documents to Sage 300 ERP (Accpac) fields from either Microsoft SharePoint or accessible file server location. See supporting documents for your Sage 300 ERP data efficiently. Document Management Link puts the information where you can find it, when you need it. Use it to support all functions which require supporting documentation. An economical document management system without a high cost. HOW IT WORKS When viewing any masterfile or reference field in Sage 300 ERP, if documents are linked to the field contents, a screen opens to reveal them. From this screen you can View and Open one of more documents, and Add more. To add documents, users add them on the go, from within Sage 300 ERP, add them from SharePoint or to an accessible file server location. Link to Sage 300 ERP Data created automatically by saving document in right location. With SharePoint, trigger workflows for approval, multi user approval, feedback and custom workflows. Adding document initiates any SharePoint workflow set up.
18 Optional Tables/Supplementary Data with spreadsheet add-in Create new fields and Optional Tables in any module of Sage 300 ERP (incl. third party modules developed in the SDK) and link them through to multiple Sage 300 ERP master files. You are creating custom data structures within your Sage 300 ERP database stored in Optional Tables. Manage KPIs, budgets, forecasts, actual results and non-financial data at any level. Report at the level you define with the combination of dimensions and facts you specify, using financial, nonfinancial and your own custom data. Create your own data structures to store information which is normally held outside of Sage 300 ERP. Spreadsheet add-in: Dynamically link spreadsheets to your Optional Tables in Sage 300 ERP, with Read and Write Back capabilities. Great for budgeting and forecasting.
19 Report Runner Report Runner launches your reports and provides quick and easy access to vital reports. Quick deployment of recurring reports in secure and centralized repositories for Crystal and Financial Reports. Running recurring reports uses the familiar Sage 300 ERP selections: dates, periods, finders and checkboxes. Run multiple reports, Save parameters for running them again and Create specific report menus for different roles. Report Runner operates with Sage 300 ERP's GL Financial Reporter and Crystal Reports. Use with Orchid Process Scheduler to automate when your reports are run.
20 Data Views Turn your Sage 300 ERP (Accpac) Optional Fields into columns to simplify reporting. When Optional Fields become columns, there is no need for Crystal Sub-Reports or outer joins for each additional optional Field. Speeds up reporting on Optional Fields. Make reporting from Optional Fields a breeze. Simplify Crystal Reporting on Sage 300 ERP s Optional Fields. Store custom SQL Views within Sage 300 ERP knowing they will not be lost when using Sage 300 ERP s Dump and Load utilities. Works with your favourite Report writer, including Crystal Reports.
21 Notes Notes lets you attach an electronic note to Sage 300 ERP (Accpac) fields, to help users complete their daily tasks more effectively. You record your own information in a Note, giving you context and data sensitive pop-up notes from any Sage 300 ERP (Accpac) screen, excluding grids (lines). You can also include photos in the pop-ups. Guide Users with messages that say what you want, when they need it. Messages can be about specific data or fields, or customers or products. Notes messages can show every time a field/screen is used or tied to specific data, e.g. users, specific customers and products. No need to look up Operations Manuals, find a lost reminder or have wrong data: an easy online message can solve these issues.
22 Thank you Questions Comments Discussion.?
Inter Entity Transactions EFT Processing Inter Entity Trade
We develop innovative add-on modules that enhance productivity, improve collaboration, support better decision making, and extend the functionality of Sage 300. Orchid Systems has been part of the Sage
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