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BREATHE LONGER LIFE INTO YOUR ENTERPRISE SYSTEMS [email protected]

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Page 1: Baan tools

BREATHE LONGER LIFE INTO YOUR ENTERPRISE SYSTEMS

[email protected]

Page 2: Baan tools

Enterprise Software Agility (ESA) is an Enterprise Solutions company driven by 40 plus years of experience. With its strong Presence in Europe, Middle East, Asia Pacific and UK the Company is primarily concerned with prolonging the installed life of Enterprise Systems through tuning, reimplemetation and smooth cost effective upgrades. The addition of extended solutions further maintains ROI and continually reduces TCO.http://www.esapl.net

*For the purposes of this presentation Please note Baan and ERP are registered trade names of Infor

Page 3: Baan tools

B2Win is the ultimate utility to get your Baan output directly into Excel, Word, Acrobat, HTML, XML or Notepad.

B2Win (Baan* and LN* to Windows)

Page 5: Baan tools

Installing B2Win

It is easy to deploy B2Win. It is installed on the Baan Server, and there is no need to install it on every single PC in the organization – Yet every user working with Baan can use it.

Page 6: Baan tools

Using B2Win

Print a report from Baan and Choose device B2Win

Page 7: Baan tools

In few moments, the following screen appears:

Launch: Launches the application with the file in the chosen format

Archive: Archives the file in the chosen format in a pre-defined directory

Send: Opens B2Email Plus with the report in the chosen format attached to the e-mail message and ready to be sent

Upon pressing on one of the B2XX icons, the following actions can be performed:

Page 8: Baan tools

Six File Formats, four Conversion Modes, Logo, Background, Font and Orientation

  Table – B2Win will clean all titles – Automatically or based on the configuration designed earlier for this report, and the result will be in a table format.

For every output format you choose, (Excel, Word, Notepad, PDF, HTML and XML) you have the possibility to receive the result in one of four modes:

  As-Is – The report will be taken as-is into the chosen format. No fonts or configuration will be taken into account.

Page 9: Baan tools

In addition to these four modes, the company logo and the report background can be added to the generated document, the report Orientation and fonts can be changed. If you wish to use a logo that belongs to a different company than the current one, changing the company number will allow this.

Using the “Save Defaults” Option will save these values for future running of the same report.

  Graphics – The report will be exported to the chosen format with the fonts defined in Baan.

  User-Defined – The report will be exported while a pre-defined macro will run directly after it.

Six File Formats, four Conversion Modes, Logo, Background, Font and Orientation

Page 10: Baan tools

Automatic Conversion

B2Win can automatically convert most reports into Excel and other tabular modes without any human intervention. B2Win uses a smart conversion tool that performs the following:- Delete Titles that appear in every page- Delete headers that appear in every page and use them only once- Recognize leading zeros- Recognize the minus sign on the right side in Finance Reports- Convert to the client’s date format, decimal symbol and thousand separator

Page 11: Baan tools

If you have sub-headers, an irregular header, or a different delimiter than the standard “|” in Baan reports, you need additional formatting in order to allow better report conversion to Excel.

The following are examples for non-standard reports:

Non-standard Reports

Page 12: Baan tools

Configuring your report – An example

The following is an example of the extra information needed in order to allow better conversion in the “table mode” (specially into Excel).

Floating header

Sub totals can be done

by Excel

A missing delimiter

Page 13: Baan tools

The Solution – Configure your report with the B2Win wizard:

Add Floating Value

Assign Main Header Add Floating Header

Press “Next”

Page 14: Baan tools

Assign Data Type

Rename Column Title

Page 15: Baan tools

Choose Column to Split

Mark location and split

Page 16: Baan tools

Additional Report Formatting

Conditional Formatting

Page 17: Baan tools

The result in Excel after converting the report using B2Win

Report needs to configured only once. Next time this report is run by any user, same settings will be used for optimal conversion of report to tabular format.

The configuration is saved per language.

Page 18: Baan tools

The following are some examples of B2Win capabilities

B2Excel

Page 19: Baan tools

B2Word

As-Is mode + backgroundTable mode

Page 20: Baan tools

B2PDF

As-Is mode + header and

footer

Graphics mode + Background

Page 21: Baan tools

B2HTML

Table mode

Page 22: Baan tools

B2XML

Table mode As-Is mode

Page 23: Baan tools

B2Win and B2Email Plus can work together to save you time. With one click, you can have the nice XLS report in your inbox, even faxed or printed.B2Win will activate B2Email Plus when the “Send” option is checked

Page 24: Baan tools

Auto-Mode is a way to convert reports directly into your favorite application/format, without going through the intermediate B2Win or B2Email Plus interface.

The following example will send the Excel file directly to the user

Page 25: Baan tools

ESA DELIVERS WORLD WIDE Enterprise Implementation and Migration ServicesEnterprise Tools, Reporting and Business Intelligence On Site & On DemandEnterprise Workflow, CRM, Quotation Order Configuration On Site & On Demand

http://www.esapl.netBlog http://www.esapl.blogspot.comGive your Enterprise Software Agility

[email protected]