baan introduction

8/17/2019 Baan Introduction

1/48

Welcome to Basic overview training of

BaaN


2/48

Introduction to Baan ERPIntroduction to Baan ERP

• Understanding ERP

• Baan ERP

• Packages & Modules

• Training Coman! & Roles

• "&T #eveloed Modules

• Navigation in Baan• Password C$ange & %ile Transfer

• uestions & 'nswers


3/48

Understanding ERPUnderstanding ERP

• W$at is ERP(

• W$! ERP(

• Pro)ect *+,M'

• -verview of Basic Processes

• *ummar!


4/48

EvolutionEvolution

1950-851950-85 1985-911985-91 1991-951991-95 1995…1995…

I n

t e g r a t i o n

I n

t e g r a t i o n

EDPEDPElectronic DataElectronic Data

ProcessingProcessing

MRPMRP

Material ReqmtMaterial ReqmtPlanningPlanning

MRPMRP IIIIMfg ReqmtMfg Reqmt

PlanningPlanning

ERPERPEnterprise ResourceEnterprise Resource

PlanningPlanning

•Emphasis “Doing Things Right”Emphasis “Doing Things Right”

•Domestic CompetitionDomestic Competition•Focus on Inventory MgmtFocus on Inventory Mgmt•Batch processing with n!"ineBatch processing with n!"ine #ueries on Minicomputers#ueries on Minicomputers

•Emphasis “Doing Things”Emphasis “Doing Things”

•$o Competition$o Competition•%istorica""y evo"ve& systems%istorica""y evo"ve& systems•Batch processing on Main'rameBatch processing on Main'rame

Emphasis “Emphasis “Doing The Right ThingDoing The Right Thing””("o)a"("o)a" competitioncompetition

Focus*Focus* E''ectivenessE''ectiveness o' Entireo' Entire EnterpriseEnterprise

n!"inen!"ine transactionstransactions with C"ient!+erver,with C"ient!+erver,-.$, Intranet, Internet-.$, Intranet, Internet

•Emphasis “Doing Things Right”•+hi't towar&s Buyer/s Mar0et

•Focus on Pro&uction•Batch processing with n!"ine #ueries on PCs, 1.$


5/48

MarketingMarketingManufacturingManufacturing

MaterialsMaterials

DistributionDistribution

inanceinance

EngineeringEngineering !ales!ales

"uman Resources"uman Resources

PlanningPlanning

an#an#

E$ecutionE$ecution

What are ERP systems?What are ERP systems?


6/48

ERP - FeaturesERP - Features

• +ntegration of *!stem Pockets

• Em$asis on Ela.orate Planning

• #ecision *uort

• *ingle oint #ata Entr!/ at *ource

• +nformation *$aring

• Continuous Ugrade• +ndustr! Temlates

• Best Practices


7/48

ERP - What It’s NotERP - What It’s Not

• ERP facilitates decision making.ut does not decide.ut does not decide

.ut does not d!namicall!.ut does not d!namicall!

otimi0e resourcesotimi0e resources

T$e structure of .usinessT$e structure of .usiness

rocesses targets C!cle1timerocesses targets C!cle1time

reductionreduction

• ERP rovides comre$ensive information to otimi0e

• ERP automates and integrates transactions


8/48

1egacy systems are typica""y )ui"t1egacy systems are typica""y )ui"taroun& a 'i2e& )usiness scenario3aroun& a 'i2e& )usiness scenario3

-hy “reinvent the whee"”4-hy “reinvent the whee"”4

+ystem &eve"opment is not our+ystem &eve"opment is not our

)usiness)usiness

Incorporation o' )est )usinessIncorporation o' )est )usinesspractices an& process orientationpractices an& process orientation

Why ERP?Why ERP?


9/48

ERP is not a computer system rather…

It is a peop"e system made possible by computer

The major challenge will be …The transition from Informal to a Formal system

There is an impact on other dimensions of Business… vi! Business processes" #tructure of the

organiation

CautionCaution


10/48

Installation is different from Imp"ementation

Data accuracy and peration Discip"ine isParamount for …

Reliability of $ Returns from an ERP Implementation

CautionCaution


11/48

BeneitsBeneits

• Provide an integrated/ enterrise1wide s!stem

• Provide real1time access to transactions across functions

• *tronger Planning2 Reduced %ire1fig$ting

• +mroved Resource Utili0ation Reduce Waiting Time

• #ecisions .ased on #ata rat$er t$an %eel

• Reduce non1value added activities 3e4g4/ reconciliation/

dulicate data entr!5

• Better Cost 6isi.ilit!


12/48

BaaN IV - ProductBaaN IV - Product

OverviewOverview


13/48

!ynamic Enter"rise #odeling!ynamic Enter"rise #odeling

Manufacturing

#istri.ution

%inance

Pro)ect

*ervice

Transortation

%nter ne

t

&rg'are

D

esktop

(ools

)ser s

!uppl*

+,a

in

Enironment

&rgani.ation


14/48

BaaN in $%& 'a(iraBaaN in $%& 'a(ira

• T$e work for imlementation started in %e. 7889

• +mlemented in -ct:881 ,o "ive

• %ollowing are ackages imlemented

• tc 1Common

• td 1#istri.ution• ti 1Manufacturing

• tf 1%inance

• tt 1Tools


15/48

• Modules in BaaN Common• Com

• Modules in #istri.ution•

Pur / sls etc4• Modules in Manufacturing• Pcs/ sfc/ .om/itm etc4

• Modules in %inance• 'c / gld/ acr/cmg etc4



16/48

• *ome +n $ouse develoed modules• ;R+*2Timecard2training• Pa!roll

• "eave *!stem

• M*• *'*

• Mileage Claim

• 'nd Man! more



17/48

Baan IV Navigation


18/48

Baan Com"anyBaan Com"any

• ' wa! of storing #ata in Baan• "ive Coman!


19/48

Navigation )*+ectivesNavigation )*+ectives

• #emonstrate $ow to navigate t$roug$ t$e

Baan Package


20/48

,tartu" ,creen,tartu" ,creen

Click ;ere


21/48

Pacage E."andedPacage E."anded

Click ;ere


22/48

#odule E."anded#odule E."anded

Click ;ere


23/48

Business )*+ect E."andedBusiness )*+ect E."anded

-n screen data viewing

Printed Reorts

#ata Entr!

Click ;ere


24/48

,essions availa*le or data entry,essions availa*le or data entry

Click ;ere


25/48

!ata Entry ,creen!ata Entry ,creen

*ession num.er

t dm =77=m===


26/48

,tructure o ,ession num*er,tructure o ,ession num*er

t dm =77=m===

ackage module *ession num.er


27/48

Navigation Buttons /std0 ,creen1Navigation Buttons /std0 ,creen1

Move .etween forms*ave

*ave and eDit

+nsertUndo Co! #elete


28/48

Navigation Buttons /std0 ,creen1Navigation Buttons /std0 ,creen1

*earc$

%irst

"ast

Previous NeDt

TeDt

;el on field


29/48

Navigation Buttons 2rou"Navigation Buttons 2rou"

,rou 'dd ,rou

%irst ,rou

NeDt ,rou

Previous grou

"ast ,rou


30/48

Printing in BaaNPrinting in BaaN

Printing facilit! will .e availa.le in all t$e reorts

develoed in BaaN4 ' t!ical reort in BaaNoens as s$own .elow4

%nsert t,e range of

alues on ',ic,

*ou 'ant to filter

#etails in result / in

t,is case range of

emplo*ees

+lick continue

to generate

t,e report


31/48

W$en !ou ress continue after filling in t$e range /

following screen aears for otions

Printing acility in BaaNPrinting acility in BaaN

oom on t,e

'in#o' to get t,e

option belo'

!elect t,is option to

create a te$t file of

t,e report ',ic,

'ill be sae# in t,e

serer in *our ,ome#irector*

)se t,is option to

print t,e report on

*our 'in#o's

printer in portraitformat

)se t,is option to

print t,e report on

*our 'in#o's

printer in lan#scapeformat

)se t,is option to

Displa* t,e report

on screen


32/48

+n case !ou select t$e otion

'*C+%F for creating a soft co! oft$e reort generated / t$e same file

will .e generated in !our $ome

director! in BaaN server4 T$e neDtscreen s$ows t$e wa! to get t$e

file to !our PC for storing 2 editing

urose4

C il PC


33/48

Co"y ile to PCCo"y ile to PC

Please enter t$e file name to .e coied to

PC or to server4T$is filename is t$e samename w$ic$ !ou gave at t$e time of

creating reort in BaaN T$e file will .e

coied in !our c@Gm!documemnt folder

Click on Co! to PCF.utton to co! t$e file

to PC

+n case !ou want to co! a file from PC to

!our $ome director! in server / ut !our

file in c@Gm!document folder in PC and

enter t$e file name $ere

Click on Co! fromPCF .utton to co! t$e

file from PC to server


34/48

'el" in BaaN'el" in BaaN

BaaN rovides eDtensive $el for all t$e

fields and sessions availa.le for users to

work effectivel!4 T$is $el will .e availa.lefor almost all standard BaaN sessions4


35/48

Using hel" in BaaN- Field level hel"Using hel" in BaaN- Field level hel"

2 ,elp screen like

t,is one 'ill

appear containing,elp for t,e fiel#

"elp button for fiel#

leel ,elp +lick t,is

button an# *our cursor

'ill c,ange to a 3+lick t,is on an* fiel#

an# *ou 'ill get t,e

screen popup for ,elp


36/48

Using hel" in BaaN- ,ession level hel"

;el menu

+lick on t,is option to get t,e

popup screen for ,elp (,is

'ill s,o' *ou t,e purpose of

t,is session an# all t,e

possible options for #ata entr*

+lick on t,is option to get t,e

popup screen for ,elp (,is

'ill s,o' *ou t,e purpose of

t,is session an# all t,e

possible options for #ata entr*

3 i


37/48

3ccess control in BaaN3ccess control in BaaN

• 'ccess means rig$ts given to a user to use BaaN sessions

and data4• %ollowing are imortant access control ossi.le in BaaN4

• 'ccess t$roug$ #EM .rowser w$ere a erson can run onl!t$ose sessions w$ic$ are attac$ed to t$e #EM4

• Package / module and *ession level access w$ere an!restriction in t$e a.ove will not .e accessi.le to t$e user

• #ata.ase level access w$erein an! data.ase restriction will notallow user to eit$er read/ write or insert t$at data t$roug$ t$esessions4

• "&T ;a0ira $as imlemented all t$e a.ove t!e of restrictions4

Pass4ord ControlPass4ord Control


38/48


!elect an# Double

click ,ere to open

t,e DEM

CP d C l


39/48


!elect an# Double

click ,ere to open

t,e session


40/48

Pass4ord change or BaaNPass4ord change or BaaN

+lick on continue to

open t,e black'in#o' as s,o'n

belo'

&n t,e prompt in t,is 'in#o' / first t*pe *our

ol# pass'or# an# press 4enter !*stem 'ill

ask for ne' pass'or# Please enter require#

ne' pass'or# an# t,en confirm it

U i 5 i i B NUsing 5ueries in BaaN


41/48

Using 5ueries in BaaNUsing 5ueries in BaaN

+n BaaN / to searc$ reHuired data inan! disla! or Maintain sessions / one

of t$e oular and eas! met$od is to

use Hueries4 %ollowing slides will s$ow

!ou $ow to do simle Hueries in BaaN

U i 5 i i B NU i 5 i i B N


42/48


(,e attac,e# session gies t,e list

of items !uppose 'e 'ant to searc,

or item ',ic, ,as #escription

4P62(E in it (,is is ,o' 'e #o it



43/48


+lick on tools %n t,e

menu click on 7uer* 2

'in#o's s,o'n belo'

'ill open

+lick on tools %n t,e

menu click on 7uer* 2

'in#o's s,o'n belo'

'ill open



44/48


+lick on t,e #rop

#o'n menu&ptions 'ill appear

as s,o'n

!elect one of t,eoptions/ in t,is

case 4like



45/48


(*pe t,e 'or# *ou 'ant to select

in t,e form P62(E an# sa*

continue (,is is t,e s*nta$ for

selecting t,e ro's containing

'or# 4P62(E from t,e aailable

list (,is option is ali# for

selection of t*pe strings onl*6ike t,is *ou can carr* on one or

more fiel#s at a time

' t 2 t h d t i i i B N' t 2 t h d t i i i B N


46/48

'o4 to 2et hands on training in BaaN'o4 to 2et hands on training in BaaN

%or New Ioiners and users w$o wants to

get trained in BaaN / Test coman! is

created in BaaN to $el t$em get trained

and do free $ands on training4

Please click t$e .elow mentioned link for

visiting t$e site and get more details on

;ow to do so4

$tt@2278A47947AA4792sigma2testroles4$tm

Please also go t$roug$ t$e movie on $ow to

configure BaaN client in t$e same we.site

Carry 'ome #essageCarry 'ome #essage


47/48

Carry 'ome #essageCarry 'ome #essage

• BaaN is a .usiness rocess rat$er t$an a

software4

• #ata !ou enter will .e used .! t$e eole

down t$e line in t$e rocess4 Utmost disciline

to .e used w$ile entering data in BaaN4

• Jou can use BaaN reorts for data anal!sis

urose4

• Use session and field level $el4

http://192.168.122.187/sigma/testroles.htmhttp://192.168.122.187/sigma/testroles.htmhttp://192.168.122.187/sigma/testroles.htmhttp://192.168.122.187/sigma/testroles.htmhttp://192.168.122.187/sigma/testroles.htm


48/48

&han 6ou&han 6ou

baan introduction

Documents