Installing EFT Processing

Installation Steps

EFT Processing is installed by executing the EXE program downloaded for installation. InstallShield will execute and guide you through the installation steps, including whether to install documentation.

Before you Start

  • Download the program installer for the version of Sage 300 you are running (only available in the Partner area of the Orchid website).

  • Before installing EFT Processing, ensure that all users have logged out of Sage 300.

Installing the files

  • Log on to the server where Sage 300 is installed as a user with full administrator rights.

  • Run the previously downloaded InstallShield for the module.

  • If prompted to re-boot, then do so.

Tip:

Programs are installed in the Sage 300 program folder, in the ELXXA subfolder, where EL is the 2-letter code for the Orchid module and XX depends on the Sage 300 version you are running:

Example: EL68A for EFT Processing version 2021, EL69A for Version 2022, EL71A for Version 2024.

Note: REGACC is run automatically as part of the installation process. If some files are locked during the installation, the re-boot is required to unlock all files and complete the installation.

Important! If you install Sage 300 on each workstation, as well as the server, then you must do the same with EFT Processing. In this case, repeat the above steps for each workstation.

Installing Web Screens

You do not need to select an option to install the web screens for EFT Processing.

For details, refer to Install EFT Web Screens

Web Screens for EFT Processing are only available if you are running Sage 300 version 2024 and above.

Activate EFT Processing

Activate EFT Processing in Sage 300 Administrative Services > Data Activation.

For details on activating modules, refer to the Sage 300 System Manager online Help (choose the Help menu on the Sage 300 desktop) or review the chapter, Setting Up Security, in the System Manager Administrator Guide

License Details

To start using EFT Processing, you need a valid serial number and license file.

If you don't have a valid license for EFT Processing, you only see the License screen.

Refer to EFT Processing License Screen for details.

Enter License Details

The installation doesn't require a serial number anymore. You enter the serial number and activation code in the License screen.

Note: This applies to Sage 300 versions 2019 and above. You need a serial number to install an older version.

After you install the software, you need to activate EFT Processing in one company using Sage 300 Administrative Services > Data Activation.

There are two options to enter the license details:

To generate a 30-day trial license file, enter the serial number provided for your module and Save the details.

If you have purchased the module, enter the serial number and activation code provided by your Sage 300 business partner.

Note: The license applies to all the Sage 300 databases for the same installation. You only need to enter the license details in one company.

Tip: If installing with a 30 day grace period, additional re-installations will not extend the grace period.

Upgrading from a prior version.

  1. Download the new version install program from the Orchid website (Business Partner access only)

  2. Obtain the serial number and activation code for the new version

  3. Backup your existing database and programs as per Sage Upgrade guidelines

  4. Execute the EXE program downloaded (as above for a new install).

  5. In Sage 300 / Administrative Services / Data Activation, Activate EFT Processing

  6. Enter serial number and activation code in the EFT Processing License screen. (as above)

Minimum Requirements

You need to use the same version for the core Sage 300 modules and EFT Processing. For example, EFT Processing version 2024 requires Sage 300 System Manager version 2024.

Additional specific Sage 300 modules may be required to enable all functionality. Refer to Orchid Systems's website for details ( https://www.orchid.systems).

 

For Orchid End-User License & Service Agreement, refer to Orchid EULA