Installing Inter-Entity

Installation Steps

Inter-Entity 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 Inter-Entity, 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 IYXXA subfolder, where IY is the 2-letter code for the Orchid module and XX depends on the Sage 300 version you are running:

Example: IY68A for Inter-Entity version 2021, IY69A for Version 2022, IY72A for Version 2025.

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 Inter-Entity. In this case, repeat the above steps for each workstation.

Note: Inter-Entity supports the latest security changes in Sage 300 version 2023 PU3 and above.

Activate Inter-Entity

Activate Inter-Entity 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 Inter-Entity, you need a valid serial number and license file.

If you don't have a valid license for Inter-Entity, you only see the License screen.

Refer to Inter-Entity License Screen for details on entering Activation Code.

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 Inter-Entity 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 Inter-Entity

  6. Enter serial number and activation code in the Inter-Entity License screen. (as above)

Tip: Refer to details in Upgrading Inter-Entity Tips

Minimum Requirements

You need to use the same version for the core Sage 300 modules and Inter-Entity. For example, Inter-Entity version 2025 requires Sage 300 System Manager version 2025.

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

Inter-Entity and Web Screens

Once Inter-Entity is configured, you can use the Sage 300Web Screens to enter transactions that trigger the Inter-Entity automation. This includes Inter-Entity Transactions, including Cash Management and Inter-Entity Trade for A/P-A/R and O/E-P/O transactions.

However, there are currently no web screens available for Inter-Entity. You need to use the Sage 300 desktop for Inter-Entity setup and inquiry screens.

EULA

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