Quick Start - Process Scheduler

Tailoring, Automation & Integration
Product Training

Learn how to quickly configure and install Orchid Process Scheduler for Sage 300. We step through some typical examples to help you get started and build your own schedules.

00:00 Intro & Overview of demo scenarios
01:02 Installation & Activation
02:32 Configuring PS Options, Companies, Emails
05:21 Setup Schedules: Day End & Post across 3 companies
09:01 Run/Test schedule from PS Schedule Screen
10:31 Configure Windows Task Scheduler
12:47 Opening Fiscal Periods across multiple companies
15:04 Run/Test schedule from PS Schedule Screen
15:55 Schedule Data Integrity Checks & clear logs
17:45 Run/Test schedule from PS Schedule Screen
20:11 Where to find More Info