Upgrading Inter-Entity Tips

This applies to Inter-Entity Transactions and Inter-Entity Trade.

Install and Activate

After installing the new version of Sage 300 System Manager and relevant modules (for the version you are upgrading to):

Step 1: Run the Inter-Entity installation program for the same version as the System Manager version.

Step 2: Refer to Installing Orchid Module

Step 3: Follow the prompts to confirm the file location of the Sage 300 programs and shared data directory (these should be defaulted from the earlier Sage 300 System Manager installation).

Example: If you upgrade from Sage 300 version 2024 to version 2025, you need to install Inter-Entity version 2025. This will create the OR72A folder in your Sage program directory, where OR is the Orchid module 2-letter code. For EFT Processing, it will be EL72A Folder.

Step 4: Activate the new version in Sage 300 Administrative Services > Data Activation.

Step 5: Enter the Serial Number and Activation Code in the Inter-Entity License Screen. Leave the Activation code blank to generate a 30-day trial code.

Step 6: Refer to Orchid Module License Screen for details on each module.

Update User Details

After installing and activating the new version of Inter-Entity, you need to re-save the Sage 300 details: