Beruflich Dokumente
Kultur Dokumente
User Guide
CONTENTS
Installation
Troubleshooting the installation
Registering Orchid Modules
Getting Orchid Module Activation Codes
Licensing Issues with Orchid Modules
SharePoint Configuration 38
Adding Security 74
Optional fields 74
You can capture any number of budgets and forecasts for virtually any combination of Sage 300 ERP master
file data. For example you may wish to store and report on budget and actual sales data by Salesperson,
Location, Item Category and Customer or Sales and margin by Item Number and Location Any
combination of Sage 300 ERP master files can be used. Or create your own tables for information that
does not relate to existing Sage 300 ERP data.
Similarly non financial data can also be captured for analysis and reporting purposes. and any combination
of Sage 300 ERP views files can be used or you can create your own unrelated Information Sets. You may
want to record which Salesperson is responsible for each customer/location/Item Category combination. You
may need to hold images of inventory items or contract documents against customers or hold address details
for consumers. The sky is the limit!
Best of all, this information is all held within your Sage 300 ERP database, utilizing standard Sage 300 ERP
views and everything you have come to expect from Sage 300 ERP. Data integrity checking, choice of
backend databases, VBA automation, a web based interface, security, DBDump and DBLoad capabilities
and more! This critical information can now be held securely within Sage 300 ERP, where it belongs.
In addition, a Microsoft Excel Add-in allows you to read and manipulate the Information Set data and write
the data back into Information Manager from within Microsoft Excel.
Optional Fields : ability to add extra data attached to any combination of Sage 300 ERP views
Cube viewer : ability to view Sage 300 ERP data and/or Information Manager data using a cube viewer
Notes : ability to display context sensitive notes on the Sage 300 ERP screens
Reports : ability to create report menus, save parameters and report runs and setup schedules for
Process Scheduler
User Interface
Views Reports
Database
Views contain most of the business logic of Sage 300 ERP applications. Views are DLLs (Dynamic-link
libraries) that read, write and process data, and make the results available to user interface programs, import
or export programs, macros, and Information Manager. Views are positioned between the user interface and
the database. They isolate the user interface from database access and contain all database procedures and
updates.
Views can usually be equated to master and transaction files with the business logic built in. Accordingly you
will usually find a view is responsible for each master and transaction file and can be equated to objects or
things within Sage 300 ERP. For example, customers, salespeople, items, item categories, GL Accounts,
Purchase orders and vendors.
Budgets and Information sets can be constructed from one or a combination of views or optional fields.
Minimum Requirements
Information Manager requires System Manager Version 6.0 and Transactional Analysis and Optional Fields
Creator. It can be used in conjunction with any 6.0 Sage 300 ERP core modules or third party product
developed in the Sage 300 ERP Software Development Kit running on System Manager 6.0.
Installation
You can install each module by following the steps listed below:
2) Go to the directory titled: Copy of NFR Programs and then 6.0 as appropriate
Registered company is displayed. If a prior installation exists, the product serial number will be shown.
If a valid installation already exists, the install process will not prompt for product registration and
activation details.
Use the Processing tab to enter the machine names of the machines which will be used to use the
Information Manager viewer.
Use the Hotkey tab to define which Information Sets are linked to which Sage 300 ERP fields (for example
customer number), and to define the way the alert is to be shown to the user.
3. Cube Query:
a. Used to define queries for Cubes if required from this infoset
4. Database View:
a. Used to define database views if required from this infoset
5. Database Connection:
a. Used for both cubes and database views, to establish the database connection to read data or
create views
Configure the tray icon to run every time you start Accapc. I normally do this by creating a folder called
startup and putting it in it. Alternatively you could just double click on tray icon to manually start it or
put it in your Windows\Program files\Startup
Right click on the tray icon (gold key) in your task bar
Click on options
Fill in your
Sage 300 ERP user id, password, default company
option- if the tray is to close when Sage 300 ERP closes
option - if the tray is to switch company when the user logs onto another company, or if it is to
remain connected to the default company
hotkey Fxx to force the available notes on a screen to open.
When the tray icon is open, by clicking on another Sage 300 ERP screen which is openFill in your
Sage 300 ERP user id, password, default company
option- if the tray is to close when Sage 300 ERP closes
option - if the tray is to switch company when the user logs onto another company, or if it is to
remain connected to the default company
hotkey Fxx to force the available notes on a screen to open.
Note : if you run this procedure more than once, the notes will be duplicated (or triplicate). The users, User
Roles, Note Types will not be duplicated or triplicate.
You will see the progress bar showing you the progress.
If any errors occur, warning messages will be displayed for example in the Zippy Notes database there is a
user called Administrator which is not defined in the current Sage 300 ERP database. You will be given the
options of continuing the import or cancelling if any errors occur.
These error messages can be ignored but in this example the user/role relationship will not be created and
needs to be created manually later.
Creating Roles
You can create as many roles as you like
You assign security (Add, View, Edit and Delete) to the various note types by role
Launch the Sage 300 ERP Screen and click in the field which you need to be the trigger for the note type.
Then, with the screen open, right hand mouse button on the tray icon and click options. Then lay the two
screens side by side. Notice when you click on different fields in the AR Customer Activity screen, the Roto
If you want to restrict the note to a single screen, fill in the RotoID. If left blank, the note will be shown on
all screens containing the Field Label
Type (or copy and paste from Infokey Hotkey Setup) the required field name
Select Note as the Infoset or Note option
Select the appropriate note type
Open with is only applicable to Infoset notes see below)
Select the Notification Method :
None if you want to use alerts
Change Tray Icon to make the tray icon go red
Blink tray icon to make the tray icon go red and flash
To test, go back to the Customer Activity screen and enter a customer number :
If notes exist they will be displayed
To enter notes, click F11 and create a note for the required customer
If you have configured the note type to have multiple records, you will see a multi-line screen, one row per
note.
If you have not configured the note to have multiple records, you will see the single note entry screen only
as shown below
You can also cut & paste pictures / e-mail notifications / documents to the note. If you store many pictures
this will make your database size large
For example, if you want notes against customers to show whether or not they are allowed
backorders, create the following infoset
Then, go to the screen where you want the note to show (for example Order Entry)
Open order entry and while it is open, open the Infoset Hotkey setup icon (right click and options)
As you click around in the OE screen, you will see the infoset hotkey shows which RotoId you are in
and the field name. So we want to link to Customer No.
2. Now create an infoset code called Location and enter some notes against Location 1, and go back to
IM\Options\Hotkey to set up your location one.
3. Now go to OE Entry
My tray icon starts flashing because I have notes against location and my template has defaulted location 1
and I said make it flash
When I enter 1200 for customer, I get an Alert which I have to close
If I press F11 I see I have notes on location and customer, and both have an asterix showing that location
has notes and 1 has notes; customer has notes and 1200 has notes. I can then open the appropriate one
and change what I want
Notes can be attached to any master file. Unfortunately they cannot show in the grid for Items you can
attach them on the F9 zoom though.
Follow the steps to install and configure the Tray Icon (See Information Manager : Notes).
Clicking F9 on any one of the Notes Hotkey rows will show the required fields for the type
SharePoint Configuration
Type : Sharepoint
Rotoid : RotoID is the unique id for each screen. If you do not fill in the RotoID, then any Accpac form which
has the Field label specified will trigger notes to be active
Field Label {value} : Enter the field label from the Accpac screen which is to trigger the display of the
document list.
SharePoint Field Label : Enter the associated SharePoint Field label if you want DML to update this
field when adding documents to SharePoint from an Accpac screen.
Sharepoint Field Value : enter the letters that you want to update the SharePoint field with. This can
either be fixed : eg invoice or can be a {value} or {value2} to pick up values from the Accpac screen.
Second Field Label {value2} : Enter the field label from the Accpac screen which is to trigger the display of
the document list if required
2nd SharePoint Field Label : Enter the associated SharePoint Field label if you want DML to update
this field when adding documents to SharePoint from an Accpac screen.
2nd Sharepoint Field Value : enter the letters that you want to update the SharePoint field with. This
can either be fixed : eg invoice or can be a {value} or {value2} to pick up values from the Accpac
screen.
Folder: Enter the SharePoint folder where the documents are saved.
Filter: Enter a filter if you do not want to see all documents in the SharePoint folder. For example
Vendor={value} would filter the SharePoint documents where the SharePoint field called Vendor equals the
vendor on the active Accpac screen.
Open Sharepoint when adding document : Select Yes or No if you want to open the SharePoint client on the
workstation when adding new files to SharePoint from an Accpac screen. If you want to add additional
documentation to the document (for example Title or description), select Yes.
SharePoint Field Associated Roto : If you want DML to save the associated ROTOID (screen ID) which was
active when the document was saved into SharePoint, then specify the SharePoint field name here.
Notification Method : Select the notification method via the tray icon if required.
Show Alert : Select Show Alert to see the document list in the alert box.
Rotoid : RotoID is the unique id for each screen. If you do not fill in the RotoID, then any Accpac form which
has the Field label specified will trigger notes to be active
Field Label {value} : Enter the field label from the Accpac screen which is to trigger the display of the
document list.
Second Field Label {value2} : Enter the field label from the Accpac screen which is to trigger the display of
the document list.
Folder: Enter the Network folder where the documents are saved. Note : if this folder does not exist, it will be
created automatically
Rename File To: If you want DML to automatically rename the file.
Notification Method : Select the notification method via the tray icon if required.
Show Alert : Select Show Alert to see the document list in the alert box.
If you are using the Orchid Sample Data (ORCLTD), then some sample
1. Ensure you enable Multiple Transactions in IM Options. This is to ensure you can enter multiple sets
of data (by date) for each customer and item combination as shown below.
2. Enter the machine name(s) which will be accessing the cubes you create. Information Manager comes
bundled with 1 cube viewer. The additional cube viewers can be purchased. Your licence indicates the
maximum number of cube viewers per site. Dealer Demo serial numbers include 10 viewers (plus the
included viewer giving a total of 11)
1. Create the following Information Code BUDGET for the customer item combination
2. Create the following three optional fields in Common Services, Optional Fields
BudQty
BudCost
4. To test, you should be able to enter the following in Information Entry where you enter one record at a
time
5. Or, use the Information Entry Grid to enter multiple periods at a time more suited to Budget Entry
7. Open the following spreadsheet ..program files\Sage Sage 300 ERP\EB60A\Budget Example.xls
From this spreadsheet, you can read / write data to the Information Code BUDGET
To use the wizard to assist in pasting a formula, you click EB\Formula Wizard
To get a list of codes from Sage 300 ERP, you use EB\Pick Codes
Source/Destination (G6)
The result will either be read from Sage 300 ERP and put in G6 if reading, or read from G6 and written to the
database
Info date in U$4, Fiscal Year $G$3 and Fiscal Period G$4
The final three parameters are the info date, fiscal year and fiscal period. If they are not being used in a
information set, then these three parameters should read 0 and 0 and 0 as follows. IE they are mandatory
entries. Info Date, Fiscal Year and Fiscal Period must be strings.
=eb(G6,$G$1,"CI",$A6,$D6,0,0,0)
=eb(G6,BUDVALUE,"BUDGET",1200,A11030,20101010,2010,01)
Description Formula
Source/Destination ($B6)
The result will either be read from Sage 300 ERP and put in B6
=eb($B6,"ARCUSTOMER",1200)
The description wizard will assist you in pasting in this formula into the excel spreadsheet :
You can use the cell navigation buttons to move the active cell and do another selection
The Pick wizard will enable you to select all codes from a view type for example all customer codes :
When you click past, then all customer codes from 1100 to ZZMEM would be pasted into the currently active
cell = shown by the box on the spreadsheet (E20)
Note : these are the database (MS-SQL/Pervasive) USER ID, PASSWORD, DATABASE ID and SERVER
NAME (not the Sage 300 ERP user id etc)
OR Open InfoExplorer from the All Programs\Info Explorer menu, and click create cube once
InfoExplorer opens
Select From Sage 300 ERP if you have already stored your query in an Information Manager
Infoset
Select From Database if you are going to create a new query
d. Connect to the appropriate database or company as appropriate and create/select the query
required
For more information on InfoExplorer, please refer to the InfoExplorer 2011 installation and
configuration guide.
v. Click on the Database Connection tab and enter your database connection details
vi. Click on the Database View tab, click to create a new view, create the View code as
EBCUS and click the go button. :
vii. The query generated will flatten the AR Customer optional fields and the fields against
the AR Customer table into one flat view which can be used for Crystal report.
viii. To create the view click create view. To drop the view click drop view. The
database connection parameters must be established (v above) prior to clicking
create/drop view.
View Type
Create the following View Type
Infoset Code
Create the following InfosetCode :
Infoset Details tab
Infoset : OEORDD
Description : Order Detail Optional Fields
Enter (or find) OEORDD under VIEWTYPE
Click Refresh and the grid to the right hand side should populate
Connection tab
Go to the Connection tab and establish your MS-SQL or Pervaisve connection details :
Note : this is the database user id and password not the Sage 300 ERP userid and password you are
entering
Now click create view. After creating the view go to MS SQL Management Studio (or Pervasive
Control Centre) and you should have the following view :
Etc
Which, when you are in Crystal, the optional fields should appear as if they were on the OE Order
Detail table as follows :
And then select the required fields, for example, line number, item, location and backorder optional field
:
Report Runner allows you to run customised reports with Parameters from within SAGE 300 ERP. Report
Runner presents users with a standardized selection screen. It then uses SAGE 300 ERP to run the reports.
Reports can be standard SAGE 300 ERP provided reports or your own Customised Crystal reports.
Report Runner also provides the ability to save common selections for regularly run reports.
To add a new section Right mouse click "Reports" and Add a Section then enter a Section name
To add additional reports Right mouse click the Section Name and Add a Report
Browse to Select a File then Add (this may take a few moments)
To Edit the report highlight the report name and double click or right mouse click and select Edit
The Edit screen allows you to change how the report's parameters will be presented in Report Runner.
This information is also used by SAGE 300 ERP to run the report.
The list displays all the report parameters that are in the Crystal report. You can change the
presentation information by editing each parameter at a time.
Options available:
- Edit a Parameter
- Delete a Parameter
click Select/Print
Save the report - The complete run with selected reports and printing options will be saved
and displayed on the Reports Listing under the "Saved Reports" section heading.
Report Maintenance
To ADD, CHANGE, DELETE or RENAME a report, highlight a report or section heading and press the right
mouse button. You can then select an operation from the popup menu that is presented.
When adding or editing a report, the screen presented is very similar to the current SAGE 300 ERP G/L
Financial Reporter "Print Financial Statements" screen. All the selections and options are the same. Specify a
report and all its selections and press the SAVE button.
Select the reports that you want printed from the list of saved reports. Press SELECT/PRINT and the Printing
Options screen will be presented. Select the desired printing options Change the selections as needed and
press the PRINT button to start the printing.
If you ticked the "Save this Run?" option on the PRINT screen, the complete run with selected reports and
printing options will be saved and displayed on the Reports Listing under the "SAVED RUNS" section heading.
Adding Security
If your Sage 300 ERP system requires user passwords and security profiles, you need to assign user security to
each module you want to activate.
For information on activating security and setting up security groups, refer to the System Manager online Help
Printing Reports
Refer to the Online help for each module for detailed descriptions on the reports included with each module.
Optional fields
Information Manager requires the Transactional Analysis and Optional Field Creator Module.
As the security requirements vary from site to site a security expert must be engaged to check the above
settings to ensure your security policies are not being breached and that your site is not put at risk.