Transcript Slide 1
What is new in Orchid’s v2014 modules 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 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. EFT Processing V2014 – Ability to define an EFT clearing account, so withdrawals show on the bank statement in total; – Define an EFT specific e-mail address on the EFT Vendor and EFT Customer, – send e-mails 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 Notes and DML • PU1 (February 2015) – 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. 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 e-mails via SSL; Report Runner V2014 • define e-mail templates for e-mailing Crystal reports and Financial reports; • send e-mails via SSL. RMA Processing V2014 – Ability to link templates for tailored processing to Customers, – Ability to e-mail RA Instructions to customers Bin Tracking V2014 – Ability to define optional fields on Bins, Bin Transfer Header and Bin Transfer Details. 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 reorganised ribbons and other features to assist users. Please refer to our website www.orchidsystems.biz for product downloads; training guides; brochures; object models etc Rob Lavery