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8/17/2019 Baan Introduction
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Welcome to Basic overview training of
BaaN
8/17/2019 Baan Introduction
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Introduction to Baan ERPIntroduction to Baan ERP
• Understanding ERP
• Baan ERP
• Packages & Modules
• Training Coman! & Roles
• "&T #eveloed Modules
• Navigation in Baan• Password C$ange & %ile Transfer
• uestions & 'nswers
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Understanding ERPUnderstanding ERP
• W$at is ERP(
• W$! ERP(
• Pro)ect *+,M'
• -verview of Basic Processes
• *ummar!
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EvolutionEvolution
1950-851950-85 1985-911985-91 1991-951991-95 1995…1995…
I n
t e g r a t i o n
I n
t e g r a t i o n
EDPEDPElectronic DataElectronic Data
ProcessingProcessing
MRPMRP
Material ReqmtMaterial ReqmtPlanningPlanning
MRPMRP IIIIMfg ReqmtMfg Reqmt
PlanningPlanning
ERPERPEnterprise ResourceEnterprise Resource
PlanningPlanning
•Emphasis “Doing Things Right”Emphasis “Doing Things Right”
•Domestic CompetitionDomestic Competition•Focus on Inventory MgmtFocus on Inventory Mgmt•Batch processing with n!"ineBatch processing with n!"ine #ueries on Minicomputers#ueries on Minicomputers
•Emphasis “Doing Things”Emphasis “Doing Things”
•$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-.$, Intranet, Internet
•Emphasis “Doing Things Right”•+hi't towar&s Buyer/s Mar0et
•Focus on Pro&uction•Batch processing with n!"ine #ueries on PCs, 1.$
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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?
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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
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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
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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?
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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
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Installation is different from Imp"ementation
Data accuracy and peration Discip"ine isParamount for …
Reliability of $ Returns from an ERP Implementation
CautionCaution
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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!
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BaaN IV - ProductBaaN IV - Product
OverviewOverview
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!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
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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
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• 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
BaaN in $%& 'a(iraBaaN in $%& 'a(ira
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• *ome +n $ouse develoed modules• ;R+*2Timecard2training• Pa!roll
• "eave *!stem
• M*• *'*
• Mileage Claim
• 'nd Man! more
BaaN in $%& 'a(iraBaaN in $%& 'a(ira
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Baan IV Navigation
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Baan Com"anyBaan Com"any
• ' wa! of storing #ata in Baan• "ive Coman!
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Navigation )*+ectivesNavigation )*+ectives
• #emonstrate $ow to navigate t$roug$ t$e
Baan Package
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,tartu" ,creen,tartu" ,creen
Click ;ere
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Pacage E."andedPacage E."anded
Click ;ere
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#odule E."anded#odule E."anded
Click ;ere
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Business )*+ect E."andedBusiness )*+ect E."anded
-n screen data viewing
Printed Reorts
#ata Entr!
Click ;ere
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,essions availa*le or data entry,essions availa*le or data entry
Click ;ere
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!ata Entry ,creen!ata Entry ,creen
*ession num.er
t dm =77=m===
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,tructure o ,ession num*er,tructure o ,ession num*er
t dm =77=m===
ackage module *ession num.er
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Navigation Buttons /std0 ,creen1Navigation Buttons /std0 ,creen1
Move .etween forms*ave
*ave and eDit
+nsertUndo Co! #elete
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Navigation Buttons /std0 ,creen1Navigation Buttons /std0 ,creen1
*earc$
%irst
"ast
Previous NeDt
TeDt
;el on field
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Navigation Buttons 2rou"Navigation Buttons 2rou"
,rou 'dd ,rou
%irst ,rou
NeDt ,rou
Previous grou
"ast ,rou
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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
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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$t file of
t,e report ',ic,
'ill be sae# in t,e
serer in *our ,ome#irector*
)se t,is option to
print t,e report on
*our 'in#o's
printer in portraitformat
)se t,is option to
print t,e report on
*our 'in#o's
printer in lan#scapeformat
)se t,is option to
Displa* t,e report
on screen
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+n case !ou select t$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$e
file to !our PC for storing 2 editing
urose4
C il PC
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Co"y ile to PCCo"y ile to PC
Please enter t$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
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'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 $el will .e availa.lefor almost all standard BaaN sessions4
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Using hel" in BaaN- Field level hel"Using hel" in BaaN- Field level hel"
2 ,elp screen like
t,is one 'ill
appear containing,elp for t,e fiel#
"elp button for fiel#
leel ,elp +lick t,is
button an# *our cursor
'ill c,ange to a 3+lick t,is on an* fiel#
an# *ou 'ill get t,e
screen popup for ,elp
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Using hel" in BaaN- ,ession level hel"
;el menu
+lick on t,is option to get t,e
popup screen for ,elp (,is
'ill s,o' *ou t,e purpose of
t,is session an# all t,e
possible options for #ata entr*
+lick on t,is option to get t,e
popup screen for ,elp (,is
'ill s,o' *ou t,e purpose of
t,is session an# all t,e
possible options for #ata entr*
3 i
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3ccess control in BaaN3ccess control in BaaN
• 'ccess means rig$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
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Pass4ord ControlPass4ord Control
!elect an# Double
click ,ere to open
t,e DEM
CP d C l
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Pass4ord ControlPass4ord Control
!elect an# Double
click ,ere to open
t,e session
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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
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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 $ow to do simle Hueries in BaaN
U i 5 i i B NU i 5 i i B N
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Using 5ueries in BaaNUsing 5ueries in BaaN
(,e attac,e# session gies t,e list
of items !uppose 'e 'ant to searc,
or item ',ic, ,as #escription
4P62(E in it (,is is ,o' 'e #o it
U i 5 i i B NU i 5 i i B N
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Using 5ueries in BaaNUsing 5ueries in BaaN
+lick on tools %n t,e
menu click on 7uer* 2
'in#o's s,o'n belo'
'ill open
+lick on tools %n t,e
menu click on 7uer* 2
'in#o's s,o'n belo'
'ill open
U i 5 i i B NU i 5 i i B N
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Using 5ueries in BaaNUsing 5ueries in BaaN
+lick on t,e #rop
#o'n menu&ptions 'ill appear
as s,o'n
!elect one of t,eoptions/ in t,is
case 4like
U i 5 i i B NU i 5 i i B N
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Using 5ueries in BaaNUsing 5ueries in BaaN
(*pe t,e 'or# *ou 'ant to select
in t,e form P62(E an# sa*
continue (,is is t,e s*nta$ 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
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'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
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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
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&han 6ou&han 6ou