Transcript Baan Mail Merge 7.1

b2Win 8.0
Ultimate software utility for converting Baan/Infor ERP LN
reports directly into Microsoft Excel, Microsoft Word, PDF,
XML, HTML and Notepad. B2Win formats the reports for
the user to perform additional calculations or editing.
The Problem
Converting reports to MS Office
Everyday your company creates multiple reports
from Baan/Infor ERP LN, which needs to be
converted to MS word or Excel
The Problem
Converting reports automatically
• The first challenge is to convert the Baan/Infor
ERP LN standard and none-standard report to
Excel or Word, and have the data formatted
automatically
• The second challenge is to automatically and
reliably convert the reports to Word & Excel or
PDF, and distribute via email or archive them
automatically
Who needs this ?
Working with reports
• Accountants: Need the Baan report
Excel format for additional formulas
and different sorting
• Material planners: Analyze certain
fields from the item data
Who needs this ?
Working with reports
• Sales representatives: Need to download
the price list and sales orders into their
laptops before a business trip
• Buyers: Analyze pricing of suppliers
or edit a purchase order before
sending it
The Solution
Purchase Orders
E-mail
Financial
Transactions
Sales Orders
Convert
Items Data
Archive
b2Win allows companies to automatically convert Baan
reports output to Excel, Word, PDF, HTML, XML or Notepad.
This powerful engine can handle most report types from
Baan/Infor ERP LN, distribute and archive them.
The Solution
b2Win
Upon pressing on one of
the B2XX icons on the top
the following 3 actions
can be performed
Using b2Win
3 Actions
Launch
Opens the
report in the
format you
have chosen
Archive
Creates a file
in the chosen
format in a
predefined
directory
Send
Creates a file
in the chosen
format and
sends it to the
B2Email Plus
application (if
installed),
ready to be
sent by email
Using B2Win
6 File Formats
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
Using b2Win
4 Conversion Modes
1. Table
• B2Win will remove all duplicate headers and titles, and arrange
columns automatically or based on the B2Win Customization
designed earlier for this report; the result will be in a table format
2. As - is
• The report will be taken with no changes into the chosen format.
No fonts or customization will be taken into account
3. Graphics
• The report will be converted to the chosen format including fonts
defined in Baan
4. User-Defined
• The report will be converted to the chosen format while a predefined macro will run directly after it (Excel, Word)
Using b2Win
Other features
• Logo and background can be defined per
company for the generated document
• Report orientation and fonts can be changed for
the converted report
• The “Save Defaults” option, saves the definitions
for the future use per specific report
Using b2Win
Converting Standard reports
b2Win can automatically convert most reports into Excel and
other tabular modes without any human intervention.
Using b2Win
Conversion into table mode
Delete tiles that appear in every page
Delete headers in every page and use them once
Recognize the leading zeros
Recognize the minus sign in the right side in finance reports
Converts to client date format, decimal symbol and thousand separator
Using b2Win
Converting Non-standard reports
If your report is not the standard looking Baan/ERP LN report with a header, a delimiter
and detail lines, you can use the user friendly B2Win Report Customizer for better
report conversion into Excel. The following are examples for non-standard reports that
can be taken to Excel
Using B2Win
Converting to Excel
Floating
header
Missing
delimiter
Subtotals
can be
done in
Excel
Report needs to be
customized only once by the
B2Win Report Customizer.
Next time this report is run,
same settings will be used for
optimal conversion of report
to tabular format.
Using b2Win
Converting to Word
Using B2Win
Converting to PDF
Using B2Win
Converting to HTML
Using b2Win
Converting to XML
Using b2Win
Auto mode
Auto-Mode is a way to convert reports directly into your favorite application/format,
without going through the intermediate B2Win or B2Email Plus interface.
To receive our Free Demo version
contact us at:
[email protected]