B2Win 7.2
description
Transcript of B2Win 7.2
B2Win 7.2
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.
Agenda1. NAZDAQ Company
2. The Problem
3. The solution - Using B2Win
5. Success Stories
About NAZDAQ – Since 1999
NAZDAQ is a provider of Add-ons for Baan and Infor ERP Ln. The NAZDAQ tools provide a great return on investment and enable E-mailing, faxing, archiving, printing documents like Purchase Orders and Invoices, and allow an easy way to convert reports to Excel, Word, PDF HTML and XML. Other solutions cover areas of document management, reporting and notification. The NAZDAQ tools are installed at hundreds of servers in more than 60 countries. They are used daily by users to automate transfer of Baan reports into front-office applications, as well as automating business processes.
www.nazdaq-it.com
The 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 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: 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 SolutionB2Win
Purchase Orders
Financial Transactions
Sales Orders
Items Data
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.
Convert
Archive
The SolutionUsing B2Win
Print report from Baan/Infor ERP LN and choose device B2Win
The SolutionB2Win
Upon pressing on one of the B2XX icons on the top the following 3 actions can be performed
Using B2Win 3 Actions
Launch Archive
Creates a file in the chosen format and sends it to the B2Email Plus application (if installed), ready to be sent by email
Send
Creates a file in the chosen format in a predefined directory
Opens the report in the format you have chosen
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 pre-defined
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 B2WinConverting Standard reportsB2Win can automatically convert most reports into Excel and other tabular modes without any human intervention.
Using B2WinConversion into table mode
Delete tiles that appear in every pageDelete headers in every page and use them onceRecognize the leading zerosRecognize the minus sign in the right side in finance reportsConverts to client date format, decimal symbol and thousand separator
Using B2WinConverting Non-standard reportsIf 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 B2WinConverting to 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.
Floating
header
Subtotals can
be done in Excel
Missing delimit
er
Using B2WinConverting to Word
Using B2WinConverting to PDF
Using B2WinConverting to HTML
Using B2WinConverting to XML
Using B2WinSending Emails
B2Win can be enabled to send e-mails and faxes – using B2Email Plus. With one click, you can have the nice XLS report in your inbox. Same way, you can automate faxing and printing.
Using B2WinAuto 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.
Success Stories
customer
Kistler in Switzerland - We are using B2Win since many years and are very happy with it. We could reduce the cost of Baan programming because the users can create their reports with Excel by themselves, based on their own needs. The cooperation with NAZDAQ has always been very successful in the past.
Amstrong in Canada - We had a reporting need to convert Baan reports, standard and customized, into a more usable format like Microsoft Excel. NAZDAQ's product B2Win was the right solution for us at the right cost. Each new version has had good improvements made. We are very pleased with the service level NAZDAQ has provided Armstrong.
Selected Customers
Selected Customers