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2013 b2Email Plus 7.2 User Guide - ERP Ln NAZDAQ – Nazareth Data Quest

User Guide - ERP Ln · 2013. 4. 18. · User Guide - ERP Ln NAZDAQ – Nazareth Data Quest Page 6 of 15 Lock the file with a password o Zipped: Send the report and the External Attachments

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Page 1: User Guide - ERP Ln · 2013. 4. 18. · User Guide - ERP Ln NAZDAQ – Nazareth Data Quest Page 6 of 15 Lock the file with a password o Zipped: Send the report and the External Attachments

2013

b2Email Plus 7.2 User Guide - ERP Ln NAZDAQ – Nazareth Data Quest

Page 2: User Guide - ERP Ln · 2013. 4. 18. · User Guide - ERP Ln NAZDAQ – Nazareth Data Quest Page 6 of 15 Lock the file with a password o Zipped: Send the report and the External Attachments

b2Email Plus 7.2

User Guide - ERP Ln

NAZDAQ – Nazareth Data Quest

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Contents 1 Printing Report via b2Email ................................................................................................................. 3

2 Display Customer Address Book .......................................................................................................... 7

3 Display Supplier Address Book ............................................................................................................ 8

4 Sending E-mail ...................................................................................................................................... 9

5 Sending Fax ......................................................................................................................................... 10

6 Adding External Attachment .............................................................................................................. 11

7 Sending Print Screens ......................................................................................................................... 12

8 General Information ........................................................................................................................... 15

Important: Please read last page before you proceed with installation

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1 Printing Report via b2Email Run any Baan/ERP Ln report to device “B2E72”

Wait Few Seconds, and the following form will appear

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b2Email options

o Send: Send the e-mail o Mail Boss: Send e-mail copy to your boss (Boss’s e-mail is defined by the system

admin) o Mail Me: Send a copy to your mailbox o Attach: Browse your PC and add external attachments. To remove attachment clicks

on it then on delete o Print: Print your document on b2Email default printer (as defined by the system

admin). The print option in the pull down “file” menu provides you with list of printers to choose from.

o Priority: Tag the e-mail with priority mark“!” o Receipt: Have the receiver acknowledge receipt of the e-mail o Exit: Exit the e-mail window

To/CC/BCC

You can send the report to legal e-mail address or fax numbers.

Subject / Message

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You can write a subject, or if none were written, a user predefined subject will be automatically filled.

Company Number + Font

Each user has possibility to use more than one logo, all what you need to do is specify the company number and the system will attach the proper logo for this company, as defined by the system admin. You also have the option to change the font size of the report.

Report Format

Choose one of the following formats:

o A-PDF: ASCII- PDF (using default Font) o G-PDF: Graphical – PDF (Using Baan/ERP Ln fonts) o XLSX: Microsoft Excel 2007+ format o XLS: Microsoft Excel format o RTF: RTF Format (Rich Text Format) o CSV: CSV Format (Comma Separated Values) o TXT: Text Format o HTML: HTML Format o XML: XML Format o BPF: BW Print Format o Body: The report will be in the e-mails body o PrtScn: Print Screen of the session. See Page 10. (Available only in maintain sessions)

Paper Type & Orientation Choose your paper type (size) and paper orientation.

You can use any of the arrows to zoom to address books.

Sending Options o Logo: Attach Logo to PDF, RTF, and HTML documents o Signature: Sign PDF Documents o Cover Page: Add Cover Page to your Fax o Secure PDF: Allows you to send the PDF file with the following feature:

Copy & paste (text) disabled Cannot be edited by Acrobat Writer Cannot Print the file

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Lock the file with a password o Zipped: Send the report and the External Attachments zipped

Options: You can save your options as default by clicking on: Options>Save Defaults. All

options will be saved by company/User/Report. You can also clear the defaults.

PDF Settings – Under Options:

These options are specific to PDF formats. Here you can change the vertical font scale and then the font stretched vertically in the PDF (10 is the default/original value). You can also change the line spacing to increase or decrease the spaces between the lines. The default/original value is 1

* You can view a log of all e-mails sent by you using session tccom2dislog7 (Display E-mail Logs)

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2 Display Customer Address Book

By pressing the arrow at the right hand of window (To/CC/BCC), the system automatically zooms to your Default Contact Address Book.

You can filter the selection based on e-mail, fax, or both by selecting the “Specific” menu.

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3 Display Supplier Address Book

By pressing the arrow at the right hand of window (To/CC/BCC), the system automatically zooms to your Default Contact Address Book by B.P. (Business Partner).

You can filter the selection based on e-mail, fax, or both by selecting the “Specific” menu.

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4 Sending Email The following is an example of sending an e-mail:

Click “send” and the following message is created:

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5 Sending Fax The following is an example of sending a Fax:

A Combination of E-mailing and Faxing is also possible.

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6 Adding External Attachment The following is an example of adding an External Attachment:

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7 Sending Print Screens

By clicking on Specific -> b2Email Plus you can send “Print Screen” from any session, which has been defined by the system administrator. You can preview the screen shot (edit it if you like, and save it) and then send it to whoever you want.

Page 13: User Guide - ERP Ln · 2013. 4. 18. · User Guide - ERP Ln NAZDAQ – Nazareth Data Quest Page 6 of 15 Lock the file with a password o Zipped: Send the report and the External Attachments

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You can have the screen shots/content also in PDF, Text, XML, HTML and in the body of the e-mail.

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Page 15: User Guide - ERP Ln · 2013. 4. 18. · User Guide - ERP Ln NAZDAQ – Nazareth Data Quest Page 6 of 15 Lock the file with a password o Zipped: Send the report and the External Attachments

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8 General Information

Warning In case you are not familiar with Unix/NT commands or with ERP Ln tools, please contact your system administrator before you proceed with the installation. In case of any question, please contact us and we will arrange to have a technical support person assist you install b2Email.

Trade Marks b2Email is a trade Mark of NAZDAQ Ltd. All other referenced company and product names may be trademarks or registered trademarks of others. NAZDAQ For Support, Please Send Examples/ Pictures of Errors to [email protected] Phone +972-4-608-0023 Fax +972-4-647-0112 Our office Hours are Monday - Thursday 10:00 – 19:00 and Friday 10:00 – 17:00 (GMT +2) Check our WEB site for other Baan and ERP Ln Related Products

www.nazdaq-it.com R, Dec 2011