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
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
Product Screenshots
Minimum
Requirements
- Process Scheduler 2021 requires Sage 300 2021 System Manager.
- Users can upgrade from one level to the next
International Contacts
Please contact us directly if your business is in the UK, Europe or other regions not listed here.
North/South/Central America and the Caribbean
Robert Lavery
Phone: (416) 453-7876
Email: Robert.lavery@sympatico.ca
Address:
Robert Lavery & Associates
14 Woodway Trail
Toronto, Ontario CANADA M8Y 2B8
Asia Region
A-Plus Software Limited (ID#82011633)
Phone: + 852-2366 8392
Email: info@a-plussoft.com
Website: www.a-plussoft.com/en/orchid.php
Address:
5/F Goldsland Building
22 Minden Avenue, Tsim Sha Tsui,
Kowloon Hong Kong
Australia and New Zealand Region
Sage Software Australia - Business Management Solutions (ERP & CRM)
Phone: 137 243 (13 SAGE)
Website: https://www.sage.com/au
Level 11, Zenith Tower B,
821 Pacific Hwy,
Chatswood NSW 2067
Africa Region
Sage South Africa (Pty) Ltd
Phone: +27 11 304 3000Website: https://www.sage.com/za
6th Floor, Gateway West
22 Magwa Crescent
Waterfall 5-lr, Midrand, 2066
Middle East Region
Sage Middle East
Phone: +971 43900180
Website: https://www.sage.com/en-ae/support/contact-us
Office No. 118 Building No.11
Dubai Internet City (DIC)
Dubai, PO Box 500198
United Arab Emirates (UAE)
