Orchid Optional Tables

Liberate your information from limitations Custom data stored within Sage 300 Includes Spreadsheet Add-In with Writeback

What is Optional Tables?

Optional Tables frees you from the limitations of your standard Sage 300 (Accpac) data. Use it when you need to record extra information, such as budgets and forecasts.

It lets you create new fields (facts) in any module of Sage 300 (including third party modules developed in the SDK), and link them through to multiple Sage 300 master files (dimensions). You are creating custom data structures within your Sage 300 database, stored as Optional Tables.

You then have the power to use this information in many ways: Manage KPIs, budgets, forecasts, actual results and non-financial data at any level; Report at the level you define, with the combination of dimensions and facts you specify, using financial, non-financial and your own custom data.

Included with Optional Tables is the Orchid Spreadsheet Add-in for Microsoft Excel®. You can read standard Sage 300 data and Optional Tables data, manipulate it in Excel, and write data back into your custom Optional Tables in Sage 300. As a budgeting tool, you can develop budget models within Excel, distribute spreadsheets for the collection of budget data, and centrally update Sage 300 with your budgets at the click of a button – while keeping a full history of budget revisions and changes with descriptive notes. Users do not need access to or training in Sage 300, they can complete their budgets in Excel.

How It Works

Sage 300 with Optional Tables

Data can be entered directly into Sage 300 with Optional Tables data entry screens. One screen is designed for time sensitive information such as budgets and forecasts, another screen is optimized for static master file input. Or create your own screen. Data entry can also be via the Spreadsheet Add-In. Hint: Consider using Orchid Info-Explorer to slice and dice this additional data for user friendly, intuitive analysis and budgeting. If Notes have been configured for a screen but none currently exist, a blank Note icon will be displayed on the screen’s menu bar, and can be clicked to initiate entry of a new Note. Alternatively, a pop-up window can automatically prompt for entry of a new Note.

Spreadsheet Add-in

Using Microsoft Excel and a wizard, you set up the formulae for reference data for the report specification – the data required from Sage 300. After populating your worksheet with this data users can format, manipulate and update it as required, treating it as a normal standalone worksheet. With write-back to Sage 300, you are also able to directly update Sage 300 Optional Tables. This removes the need for manual data entry or imports, saving time and increasing accuracy. Hint: Consider using Orchid Info-Explorer with writeback as an alternative solution for budget preparation, using cubes and write-back to the database, instead of spreadsheets.

Benefits of Optional Tables includes:

Additional Resources

Watch Now: Budgeting & Forecasting Demo Webinar

duration: 43:53 minutes | Demonstration of how Orchid's Optional Tables and Info-Explorer (with Writeback) Sage 300 add-on modules can be used in partnership to easily create and maintain detailed budgets and forecasts.

Questions? Speak With One of Our Consultants

Contact us for more information