Tailoring, Automation & Integration

Codeless tailoring of Sage 300, bespoke customization using Python, automation of critical processes, and integration with external applications

Does your best-fit ERP solution fall far short of a perfect fit?

Unless you are running a cookie-cutter franchise, trying to fit your unique products, services, systems and processes into an ‘off the rack’ ERP system is unlikely to end well.

Fortunately for Sage 300 users, Orchid's add-ons allow you to adjust an arm or a leg without it costing you one of each.

These are our core products for this category, but others can also play a key role

Extender

Configure, customize and extend Sage 300

  • Customize Sage 300 business logic without complex code
  • Configure & trigger alerts, notifications, logging and workflows
  • Develop your own Views and Screens without the complexity of SDK
  • A platform for integration with external applications

Learn more →

Process Scheduler

Run critical recurring processes automatically

  • Create and run complex schedules with no programming
  • Peace of mind with error notification
  • Have confidence that your data is being checked & backed up on a regular basis
  • Automatically run day end, post batches, and run custom processes overnight
  • Regularly execute tasks for integration with external applications

Learn more →

Remote Action Service

Workflow Actions made simple

  • Builds on the powerful Extender Workflow capabilities
  • Progress a workflow action without being logged in to Sage 300
  • Easy to use, works from any internet-connected device

Learn more →

Workflow Anywhere

A made-for-mobile Workflow Console

  • Builds on Extender Workflow capabilities
  • Install from your mobile App Store
  • View and action your Workflow task list

Learn more →

These Orchid products also have a major focus on automation of routine tasks

Report Runner

Organise & Launch Reports

  • Launch Crystal Reports and Sage 300 GL Financial Reports
  • Save report parameters to allow quick re-running
  • Print, email and save reports easily

Learn more →

EFT Processing

Streamline Sage 300 Payments & Receipts

  • Processing payments & receipts using Sage 300 AP/AR modules by EFT
  • Pay employees by EFT when using Sage 300 US or Canadian Payroll
  • Improved efficiency leads to happier customers, vendors and employees

Learn more →

Inter-Entity Suite

Facilitates doing business between entities in Sage 300

  • Streamlines processing, eliminating duplicate data-entry
  • Mirrored entries are generated automatically
  • Accountancy staff report they are saving days of effort each month

Learn more →

Testimonials

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

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

BRIAN MCINTYRE, DSD-CRM SOFTWARE, WINNIPEG, CANADA

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

I am VERY, VERY happy with the results...Having now used Extender as an audit logger, UI control tool, and Custom Table tool it really is the bomb!

IAN COOK, KERR CONSULTING, THE WOODLANDS, TEXAS, USA

I just deployed an Extender script for a client and am loving how it works. Looks like Extender is going to be an integral part of every non-trivial implementation after this!

UBAIDULLAH NUBAR, AL-EBDAA EST. FOR DEVELOPMENT, SAUDI ARABIA

The well thought out design of Orchid’s DIMO Maint connector, together with detailed training and timely support from Orchid, allowed our integration projects to succeed.

PARAMAN SRIVATSALAN, BAASS BUSINESS SOLUTIONS, CANADA

Orchid Extender is fantastic!  We are now recommending it to all of our clients. The increased functionality that it adds to Sage 300 gives our clients the tools they need to work more efficiently and productively than ever.

DAN TAYLOR, ACUMEN BUSINESS SYSTEMS, FLORIDA, USA

Learn More

Tailoring Sage 300 - Webinar

Watch Steve run through how to tailor Sage 300 to your exact requirements.

Features Orchid's Extender, Notes, Document Management Link, Optional Tables and Report Runner modules for Sage 300.
(6-Jun-2018)
Business Process Automation - Webinar

Anne discusses how automating business processes can not only increase productivity, but also improve customer service.

She then demonstrates with some examples of how Orchid's Sage 300 add-on modules (e.g. Process Scheduler, Report Runner, Extender, Document Management Link) can assist with automation.
(13-Dec-2017)
2021 boots out 2020
How you can ‘Build Back Better’ in 2021
Tue, 19 Jan 2021
Set your business up for the new normal with Sage 300, Continuous Accounting, and Business Process Automation.
 
Extender as an Integration Tool

Nathalie discusses and demonstrates how Orchid Extender can be used to integrate external applications into a Sage 300 environment.
(Mar-2020)
Business Process Automation (Customer Management) - Webinar

In this recording of our January 2021 Webinar, we demonstrate how Orchid modules can be used to automate business processes around customer management, leading to improved productivity, service delivery, and transparency.
(Jan-2021)
Numbers Image
Benefits of Automation? Let me count the ways...
Tue, 25 Sep 2018
The benefits from automating data management tasks using Orchid products might be too many to count...but this list of eleven seems a good place to start.
 
Bespoke Tailoring
From off-the-rack to bespoke: Tailoring your ERP system
Thu, 10 May 2018
Off the rack business software may claim to be ‘one size fits all’, but it takes a good tailor to make it fit like a glove. The best tailors need the finest tools, and this is where Orchid’s Sage 300 add-on modules rise to the occasion.
 
Extended Notes
Extended Notes...revisited
Tue, 25 Aug 2020
With Notes + Extender, the whole really is greater than the sum of the parts. 3 years after coining the term Extended Notes we take another look at some of the many creative applications our business partners are finding for it.
 
OCX Scripts
Sage 300 Screen Customization – introducing Extender OCX Scripts
Fri, 29 Jun 2018
Orchid Extender, the “Swiss Army Knife” of Sage 300 add-ons, now lets you customize not just Views but also Screens (OCXs).
 
Dimo Maint Logo
Orchid Extender powers DIMO Maint's new Sage 300 Connector
Fri, 30 Mar 2018
DIMO Software partnered with Orchid Systems to connect their leading CMMS solution to Sage 300. The connector was built using Orchid's Extender module. 
 
Man facing chasm
Intercompany Accounting…the final frontier for automation?
Thu, 18 Oct 2018
Corporate structures are becoming ever more complex, and the volume and complexity of intercompany transactions are growing commensurately. Intercompany reconciliation is a growing challenge, and has been called “the last bastion of manual processes”, but help is at hand.