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From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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Page 1: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click!

B2Win 6.6

Page 2: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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

B2Win (Baan to Windows)

Page 3: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

B2Win - CustomersSince June, 2000, B2Win has been installed at hundreds of servers in more than 57 countries. It is used daily by users to automate transfer of Baan and Infor ERP Ln reports into front-office applications.

Page 4: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 5: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

Using B2Win

Print a report from Baan and Choose device B2Win

Page 6: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 7: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 8: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 9: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 10: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 11: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 12: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

The Solution – Configure your report with the B2Win wizard:

Add Floating Value

Assign Main Header Add Floating Header

Press “Next”

Page 13: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

Assign Data Type

Rename Column Title

Page 14: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

Choose Column to Split

Mark location and split

Page 15: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

Additional Report Formatting

Conditional Formatting

Page 16: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 17: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

The following are some examples of B2Win capabilities

B2Excel

Page 18: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

B2Word

As-Is mode + backgroundTable mode

Page 19: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

B2PDF

As-Is mode + header and

footer

Graphics mode + Background

Page 20: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

B2HTML

Table mode

Page 21: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

B2XML

Table mode As-Is mode

Page 22: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 23: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

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 24: From Baan and ERP Ln to Excel, Word, PDF, HTML, XML & Notepad in one click! B2Win 6.6

Contact Information

Get a fully operational demo version now from www.nazdaq-it.com

[email protected]

NAZDAQ is a provider of add-ons for Baan and Infor ERP Ln Customers. Other products from NAZDAQ are B2Email, Baan Mail-Merge, Baan Hot Link, B-Notified, Baan Color Changer and Baan Query Tool