Orchid Optional Tables
For Sage 300
Create custom, multi-dimensional data structures within your Sage 300 database.
What is Optional Tables?
Orchid Optional Tables frees you from the limitations of your standard Sage 300. Create unlimited optional fields linked to any Sage 300 master file record or transaction. You then can view and manipulate data in Excel, then write it back to your Sage 300 database. This can be beneficial when you wish to record extra information like budgets, forecasts, managing KPI’s, and so much more.
Why use Optional Tables? And More
All of your custom data is stored within Sage 300, making it secure, easy to share, and readily available for inclusion in reports.
Use Orchid Info Explorer for more powerful, intuitive budgeting, and forecasting.
Key Features
Overview
- Create new fields in any Sage 300 module, including 3rd party modules developed in the SDK
- Link them to multiple master files to support multi-dimensional reporting and analysis (by Sales Rep, Location, or Category)
- Manage custom data at any level, for any purpose like KPI's or budgets etc.
- Each Optional Table can be defined with an unlimited number of fields and up to ten Sage 300 views
Data Entry
- One screen designed for time sensitive information
- Another screen is optimized for static master file input
- Import data directly into your Optional Tables
- Use Excel Add In to enter data into a spreadsheet, then update Sage 300
Excel Add In
- With the help of a built-in wizard, set up formulae to extract both Optional Tables data and other Sage 300 reference data into Excel
- Users can then format, modify and manipulate the data, just as they would with any standalone Excel worksheet
- Users with appropriate security rights are also able to directly update Sage 300 Optional Tables, using write formulae in Excel, saving time and increasing accuracy by removing the need for manual data entry or imports
Budgeting Tool
- Develop granular, multi-dimensional budget models using Excel
- Distribute and retrieve spreadsheets by email, or use your preferred file-sharing software, to collect budget data from multiple contributors
- Use the Excel Add-in update capability, and a GL macro, to update your Sage 300 budget sets at the click of a button
- Optional Tables lets you create as many budget sets as you like, so you can maintain a full history of budget revisions