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What is new in Orchid’s v2014 modules

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Presentation on theme: "What is new in Orchid’s v2014 modules"— Presentation transcript:

1 What is new in Orchid’s v2014 modules

2 Orchid’s Modules View Extender InfoExplorer TimeSheetKeeper
EFT Processing Inter Entity Transactions Inter Entity Trade Notes Document Management Link Report Runner Optional Tables Process Scheduler Bin Tracking Return Material Authorizations

3 IE Trade – V2014 PU 3 Bi-Directional IET Trade
Enter the PO in Company 1 which will auto create the SO in Company 2 Then either Receive the PO in Company 1 which will Ship the SO in Company 2 OR Ship the SO in Company 2 which will create the Receipt for the PO in Company 1 Ditto for Sales invoicing and Purchases invoicing.

4 EFT Processing V2014 Ability to define an EFT clearing account, so withdrawals show on the bank statement in total; Define an EFT specific address on the EFT Vendor and EFT Customer, send s via SSL; Delete inactive EFT Vendors and Customers; Delete EFT Vendors and EFT Customers when the AP Vendor and AR Customer is deleted. Check for Duplicate EFT Vendor Bank Accounts PU 3 – Audit FSN

5 Notes and DML PU1 (February 2015) V2014
No longer need a workstation setup/startup No longer need Sage 300 ERP user/pw No longer need to configure mandatory fields With and without the * V2014 Document Management Link and Notes: ability to define some users as DML users, and others as Notes users; support for SharePoint 2013.

6 Process Scheduler V2014 New action to e-mail an Info-Explorer cube;
new action to close latest open fiscal period and open the next fiscal period; new action to check available disk space; additional integrity check options; ability to send s via SSL;

7 Report Runner V2014 define templates for ing Crystal reports and Financial reports; send s via SSL. 

8 RMA Processing V2014 Ability to link templates for tailored processing to Customers, Ability to RA Instructions to customers

9 Bin Tracking V2014 Ability to define optional fields on Bins, Bin Transfer Header and Bin Transfer Details.

10 InfoExplorer V2014 For budgets, forecasts and what-if scenario analysis: Create data entry Worksets Multiple spreading methods to enter or derive data Security around Workset creation and ERP updating Write back into backend ERP for GL Budget updating; IM Infoset updating; Item forecast updating For easy identification, show Fact labels as blue vs Dimension labels as grey Designed for easier use, Info-Explorer 2014 has re-organised ribbons and other features to assist users.

11 Please refer to our website www.orchidsystems.biz
for product downloads; training guides; brochures; object models etc Rob Lavery


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