Extender Developer
For Sage 300
Take customization of Sage 300 to the next level using Python scripts.
Features:
Alerts and Notifications
Notify users when changes to nominated Sage 300 data occur.
Logging
Log what Sage 300 data changed, when it changed, who changed it.
Workflows
Configure workflows built around a set of pre-defined actions.
Integration
Trigger the execution of applications, e.g. to support integration with external systems.
Customize screens, tables, workflows and business logic
- All the features of Extender Configurator are included with the Extender Developer edition
- Automate business processes, enhance systems integration, develop custom screens, or provide tailored validation and alerting
- Develop custom tables that form part of the Sage 300 database, tailoring the core system to meet your exact needs
- Reduce risk by having all customizations, including Python scripts, held within your Sage 300 database
- Customize with confidence, knowing that Python is widely regarded as the world’s favorite programming language
- Leverage existing open source libraries (e.g. integration with cloud based systems)
Add the power of Python to the Alerts & Workflow capabilities of Extender Configurator
Configurator Features Included
All Extender Configurator features are also included with the Developer Edition, including:
- Alerts: Notification via email or Orchid Notes when nominated data changes occur
- Logging: Log those data changes to create an audit trail within the Sage 300 database
- Workflow: Configure workflows using a range of pre-defined Workflow Actions
- Integration: Call an external application when a nominated event occurs
Business Logic (Sage 300 Views)
- By using SDK view calls, your custom scripts form part of the Sage 300 business logic
- Include additional validations
- Introduce conditional alerting
- Automate business processes
Examples:
- Improve data accuracy and reliability by using scripts to validate and/or provide default data for required fields
- Automatically create A/P Invoices for salesperson commission, based on custom business rules
- Validate changes to field data according to defined limits and users, e.g. who can change a credit limit, and to how much
- Auto-assemble Bills of Materials on the fly as orders are created
Screen Customizations
- Modify existing screens in ways not possible at the View level (e.g. tailor tabs, fields, buttons and finders).
- Create new screens without the need for complicated programming.
- Introduce conditional alerting
- Automate business processes
Examples:
- Add buttons for custom functionality
- E.g., on the PO Order screen to auto-print/email a document to the vendor, or on the OE Invoice screen to create an Invoice PDF and email it to the customer
- Expose & edit Optional Fields in the grid AP Invoice Entry and GL Journal Entry
- Hide existing fields for specific users
Custom Tables
- Create custom Sage 300 Views and associated tables, without coding
- These form part of the Sage 300 database and database dictionary, so they can be accessed, dumped and loaded just like any other View
- Maintain the Sage 300 database dictionary without being an expert Sage 300 SDK developer
- Use the Custom Table Editor to create, update and delete the data in your Custom View – or write a script for a tailored screen
Examples:
- Store additional information in Sage 300 (e.g., AR Item Optional Field default values, IC Item additional fields, KPIs for your sales people)
- Store information in Sage 300 to support customizations, e.g. configuration parameters for workflow departmental hierarchy
Advanced Workflow
- Develop custom Workflow Actions using Python, complementing our pre-defined actions
- Incorporate Custom View/Table data into Workflow Actions
Examples:
- Custom actions to support business processes: e.g. automate an assembly or disassembly on approval
- Custom actions for validation: e.g. custom credit limit checks by sales area when creating an OE Order, check for a “returned receipt” as part of credit limit checking
- Using Workflow Status in custom business processes (e.g. Create EFT File)
Advanced Integration
- Synchronize between systems more efficiently, in real time. E.g. Only update data that has changed
- Integration with cloud-based collaboration tools (e.g. Slack, MS Teams, Twitter, Twilio)
- Create files to update external applications when events occur
Examples:
- Call a custom process when the Vendor’s address & contact details (but not other fields) are changed
- Send shipment details to the warehouse when an order is placed
- Synchronize the on-premises Sage 300 Vendors, Customers, GL Codes and Currency Rates to a cloud-based invoicing system