Transcript No Slide Title

Baan Hot Link
Ver 6.2
View and Manage corporate files from within
Baan and ERP Ln
The Problem:
You are using Baan or ERP Ln
as your ERP System
• You have other data in the
organization that is stored in
files: drawings, instructions,
contracts and a lot more
•These files are not linked to the
ERP system
•Linking between different data
stored in ERP system is also
important
The Solution
• Document Management Systems allow you to manage
different documents in your organization
• Baan Hot Link gives you the possibility to manage the
corporate documents in your organization from within
Baan or ERP Ln.
• Baan Hot Link allows sessions to integrate with related
documents.
•Baan Hot Link allows sessions to link with other related
sessions (without touching the source code)
With Baan Hot Link you can:
• Link a Baan session with any type of file
• Link a Baan session with a folder
• Link a Baan session with a web-based application
• Link a Baan session with a command line application
• E-mail all documents linked to a Baan/ERP Ln session
Possible Applications
- Link AutoCAD/Solid Works drawings to Maintain Item Data
- Link to your CRM System from within Maintain Customer Data
- Link Instructions written in Ms-Word in Maintain Production Order
- Add your own help files in HTML from within any Baan Session
- Access Data Sheets and technical Information on Manufacturer's Web site
- Send your subcontractor a package of all files needed for production
Using Baan Hot Link: an Example
Every Item is linked to files stored in different folders
Baan Hot Link’s Concept
• No need to manually create each link between your ERP
entity and its related documents
• With a good naming convention in place, the names of
these documents should be derived from the existing fields.
In this case, all Baan entities will be automatically linked to
their related documents
• When you wish to add a new document to your archive of
documents, pick it with Baan Hot Link and it will
automatically be copied to the archive with the correct
name
Using Baan Hot Link: an Example
From within Maintain Item Data
You can define up to 12 links for every session
Click here…The following sub-menu will appear
Choose “Costing Data” and link to the Excel Sheet
with the Item’s Cost Calculation
File from the Baan server
Choose “Drawing” and link to the Item’s Drawing
File from the Network
Choose “Item Folder” and link to the Folder
where all files for this item are stored
Folder on the Network
Choose “Circuit” and get the Product’s Printed
Circuit from the Manufacturer’s web site
Deep links with web sites
Wilds cards gives you a possibility to choose
not only specific file names.
Example for <Item Number>-*.pdf
In case a certain link is not found, you can
create the link from within Baan.
You have the possibility to interactively copy a
certain file to the archive folder
Create:
Create a link with a template document. You can use this option when you do not
have a link and wish to have a default linked document to begin with.
You have the possibility to interactively
duplicate/link any file to the archive folder
Duplicate:
After you have a file in place, and it is time to link it, use the Windows Browser to
pick the file and it will automatically be copied to the archive folder with the
designated name.
Link:
If you wish to make a
symbolic link to an existing
file already in the archive,
you can use the Windows
Browser to create this link.
This is used when you do
not want to create
duplicates and many Baan
entities may link to the
same physical file.
Detach/Replace documents from within Baan
If you have the right permissions you can detach or replace any one of the links.
Sending all linked documents via Email
If you wish to send all linked documents by email to a certain business partner (Subcontractor,
Supplier, Customer), use Baan Hot Link and B2Email Plus to create a package of all documents
ready to be sent by email.
B2Email will deliver all documents to
your business partner
Link Baan sessions with other Baan sessions
Many times while maintaining data in a certain session, you
need to check a related record in another session.
In order to do that - you currently go to the Menu Browser,
search for the session you need, active it and then search for
the record you wish. This may happen few times while
entering data to a Baan session.
Baan Hot Link allows you to link from a Baan session to
another Baan session in ONE click!!!
Link Baan sessions together Example.
Maintain Purchase Order Lines Links:
Link Baan sessions together Example.
Maintain Purchase Order Lines Links:
Changeable Images
You can add an image that relates to the record you are standing on.
An example for that is showing the image of an employee/item
Baan Hot Link 6.2 – Functional Features
• Flexible Mapping between Baan fields and file names
• Users can Create/Duplicate/Link/Detach/Replace or View
files based on permissions
• High Security - Every file touched will have an entry in the
system log
•Traceability - Deleted files are copied to the a special
Recycle Bin for recovery options
Baan Hot Link 6.2 – Technical Features
• Easy to install. Single installation at server. No hardware needed
• Easy to configure
• Can be activated from any Baan session
• Does not require Baan source code change
• Hot Link designed with Baan 3GL. No questions, forms or labels
• You be changed to use custom-made icons
Baan Hot Link – A testimony
Getting that "other" data from within Baan is not easy, if not impossible. This issue surfaced
many times in the years, and there seemed to be no clear solution, until we discovered Baan
Hot Link - Which was the right answer at the right time.
Baan Hot-link from NAZDAQ delivers a simple, but powerful, capability into the hands of a
Baan user to access data from outside Baan.
And from the IT perspective it is an excellent choice.
We installed and tested it in an afternoon.
It was immediately clear to me that Hot-link met 3 important criteria:
1.
2.
3.
It is affordable
It does exactly what it is suppose to (Not everything I try can say that.)
It is easy to understand, implement, and use
Baan Hot Link – A testimony (Cont.)
We also realized that the range of applications where the Hot-link can be applied is only
limited by our imagination.
We quickly found uses for Hot-link in customer order entry, which is where we were
looking for a solution, but discovered several more applications beyond the original one,
like Purchasing, Warehousing and Others.
Clearly this is a tool we expect to use for a long time.
Baan Hot Link is changing the way we use Baan at Conwed Plastics. We now have an
avenue of information access for users we were not able (at least easily) to open before.
Good stuff. I check the NAZDAQ website regularly to see what they are going to come up
with next.
John Carroll, Manager of Information Technologies,
Conwed Plastics, Minneapolis, USA
To get a free demo version contact us at:
[email protected]
NAZDAQ is a provider of Add-ons for Baan and Infor ERP Ln Customers. Other products from NAZDAQ
are B2Win, B2Email, Baan Mail-Merge, B-Notified, Baan Color Changer and Baan Query Tool