B2Win 8.0 Ultimate software utility for converting Baan/Infor ERP LN reports directly into Microsoft...
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Transcript of B2Win 8.0 Ultimate software utility for converting Baan/Infor ERP LN reports directly into Microsoft...
b2Win 8.0b2Win 8.0Ultimate 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 ProblemThe ProblemConverting 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 ProblemThe ProblemConverting 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: 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 ? Who needs this ? Working with reports
• Sales representatives: 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 SolutionThe Solution
Purchase Orders
Financial Transactions
Sales Orders
Items Data
b2Win 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.
E-mailE-mail
ConverConvertt
ArchivArchivee
The SolutionThe Solutionb2Win
Upon pressing on one of Upon pressing on one of the B2XX icons on the top the B2XX icons on the top the following 3 actions the following 3 actions can be performedcan be performed
Using b2WinUsing b2Win 3 Actions
Launch Archive
Creates a file Creates a file in the chosen in the chosen format and format and sends it to the sends it to the B2Email Plus B2Email Plus application (if application (if installed), installed), ready to be ready to be sent by emailsent by email
Send
Creates a file Creates a file in the chosen in the chosen format in a format in a predefined predefined directorydirectory
Opens the Opens the report in the report in the format you format you have chosenhave chosen
Using B2Win 6 File Formats
For every For every output format output format you choose, you choose, ((ExcelExcel, , WordWord, , NotepadNotepad, , PDFPDF, , HTMLHTML and and XMLXML) you have ) you have the possibility the possibility to receive the to receive the result in one of result in one of four modesfour modes
Using b2WinUsing b2Win 4 Conversion Modes
Using b2WinUsing 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 b2WinUsing b2WinConverting Standard reports
b2Win can automatically convert most reports into Excel and b2Win can automatically convert most reports into Excel and other tabular modes without any human interventionother tabular modes without any human intervention.
Using b2WinConversion into table mode
Delete tiles that appear in every pageDelete tiles that appear in every pageDelete headers in every page and use them onceDelete headers in every page and use them onceRecognize the leading zerosRecognize the leading zerosRecognize the minus sign in the right side in finance reportsRecognize the minus sign in the right side in finance reportsConverts to client date format, decimal symbol and thousand separatorConverts to client date format, decimal symbol and thousand separator
Using b2WinUsing b2WinConverting Non-standard reports
If your report is not the standard looking Baan/ERP LN report with a header, a delimiter 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 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 report conversion into Excel. The following are examples for non-standard reports that can be taken to Excel can be taken to Excel
Using B2WinConverting to Excel
Report needs to be Report needs to be customized only once by the customized only once by the B2Win Report Customizer. B2Win Report Customizer. Next time this report is run, Next time this report is run, same settings will be used for same settings will be used for optimal conversion of report optimal conversion of report to tabular format.to tabular format.
FloatinFloating g
headerheader
SubtotaSubtotals can ls can
be done be done in Excelin Excel
Missing Missing delimitdelimit
erer
Using b2WinUsing b2WinConverting to Word
Using B2WinConverting to PDF
Using B2WinConverting to HTML
Using b2WinUsing b2WinConverting to XML
Using b2WinUsing b2WinAuto mode
Auto-ModeAuto-Mode is a way to convert reports directly into your favorite application/format, without going through the intermediate B2Win or B2Email Plus interface.