Process Scheduler

Schedule your critical business processes to run automatically and unattended

"Orchid Process Scheduler works like a charm! Awesome product. The client loves it."

BRIAN MCINTYRE, DSD-CRM SOFTWARE, WINNIPEG, CANADA

No need for operations staff to manually kick off & monitor recurring processes

Easy to learn & use: create and run complex schedules with no programming
Peace of mind with integrity checking and error notification
Avoid performance degradation, resource conflicts and staff down time by executing critical processes outside business hours

System Integrity: Have confidence that your data is being checked on a regular basis
Data Security: automate backups through Sage 300's DBDump utility
Automatically run day end, post batches, and run custom processes overnight

Process Scheduler Features

Flexible Setup

Set up multiple Schedules as recurring jobs
Define logic to specify what happens next on success and failure of a task
Define email templates to be used when sending status emails from Schedules
All schedules are tracked, and a history of the scheduled actions (success or failure) can be reported on at any time
Allows you to take advantage of the flexible scheduling capability of Windows Task Scheduler
Optionally send email alerts (Always, or Only if Errors)

Data Integrity Process Automation

Typical automations include:

Schedule Sage 300 to check your data integrity unattended
Send alerts when new errors are detected
Specify which companies and which modules must be checked
Keep a history of results of past integrity checks and optionally clear old logs
Keep up-to-date test and reporting databases by loading your data into different databases overnight

System Process Automation

Typical automations include:

Run day end, and optionally post batches
Post AR, AP, GL, IC and PJC batches
Automatically dump your data for backup
Copy/load your data for testing and reporting
Schedule custom processes and programs
Schedule GL Consolidation Export and Import
Reconcile GL Consolidation Import and Export
Automate notification, per company, of changes to active Sage 300 Modules and Product Update details
Close last fiscal period and open next fiscal period, open new fiscal year
Check disk space on a nominated drive, and send an email if below a threshhold

Testimonials

Our client is very happy with Orchid Process Scheduler and has utilized it to run Day End and Database Dump on a daily basis...

JENNY GARBUZOVA, CA PLUS, EDMONTON, AB, CANADA

Orchid Process Scheduler works like a charm! Awesome product. The client loves it.

BRIAN MCINTYRE, DSD-CRM SOFTWARE, WINNIPEG, CANADA

Process Scheduler has worked really well for us. It gives us a great deal of confidence in the integrity and security of our data.

CRAIG HAMMOND, CANCO CRANES, NORTH VANCOUVER, BC, CANADA

Process Scheduler is available in 3 Levels

Select the level required for your requirements and upgrade later to the next level if your requirements change.

Level 1

Actions Available for:

Data Integrity
Crystal Report
Info-Explorer Cubes
Extender Scripts
Active Module Notifications

Check integrity of a single module
Check integrity of all modules in a company
Dump database
Sage 300 Service Pack Audit (document active modules & service packs)
Clear Data Integrity Log
Refresh Info-Explorer Cube
Run Report Runner for Crystal Reports
Check disk space
Send email
Run Extender Script

Level 2
Day End & Posting

All Level 1 Actions, plus:

Day End:

Run Day End (I/C and P/O)

AR, AP and GL Posting options:

Post All batches,
Post All batches in a module
Post All Ready to Post batches
Post All Ready to Post batches in a module
Post System batches (all or in a single module)

IC posting options:

Post IC Receipts, IC Shipments, IC Adjustments, IC Internal Usage, IC Transfers, IC Assemblies,
Post All IC Documents

PJC posting options:

Post PJC Timecards, Equipment Usage, Charges, Costs, Revenue Estimates, Material Usage, Material Returns, Material Allocation
Post All PJC documents

Level 3
Advanced Actions

All Level 1 & 2 Actions, plus:

Load Database
Copy Database
Run Program (Wait)
Run Program (Don't Wait)
GL Consolidation Export
GL Consolidation Import
Run Report Runner Financial Report Group
Open period, close period
Open year
Open next period
Close Earliest Open Period

Discontinued action:

Run AVB (Discontinued) - Support for AVBs has been discontinued due to security changes in recent versions of Windows. The option to run AVBs has been left in for those sites running older versions of Windows.

Automate exception management and reporting in Sage 300 by combining Process Scheduler with these Orchid modules

Report Runner + Process Scheduler

Schedule the recurring execution & distribution of

Crystal Reports (Level 1)
Sage 300 GL Financial Reports (Level 3)

Learn more →

Info-Explorer + Process Scheduler

Schedule the recurring refresh & distribution of:

Info-Explorer cubes (Level 1)

Learn more →

Extender + Process Scheduler

Configure Process Scheduler Level 1 to run Extender Scripts for time-based alerts and notifications:

Collection Management: customer overdue alerts, start a workflow to put overdue customers on hold automatically
Logistics Management: alerts of low stock level or overdue stock receipts, start a stock requisition approval workflow
Business Process Automation
Integrations: import sales orders, import purchase requisitions, export daily sales, PO receipts

Learn more →