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In the year 1998, I started working on Baan IV b2. One of my first end-to-end implementation was a small industrial value manufacturing company called Virgo Engineers Ltd, being fresh out of IIT Bombay, I was full of enthusiasm. Baan became one of the best thing I had learned ever. VirgoBaan Implementation lasted for more than 15 months, during the same, we also worked on few other implementations like Dana Spicer, Thermax Chemicals and so on.

In 2008 again, after a decade I happen to head a Baan implementation project as head of IT (CIO for http://www.mcc.es in India,spanish multinational), after working on most of ERP and BI solution I left that there are some situations where Baan is best.

Baan is one of those companies, where product strength surpassed the strength of company, Baan company went through troubled times for several years and hence was sold multiple times, but anybody who has worked or consulted on Baan can vouch for its strength.

Idea of Baansupport.com came out of following thoughts

  • To help companies who are end-users of Baan
  • To help Baan implementation companies to come to a common place and share there ideas
  • To ensure that Baan implementations( which are in thousands) across the globe keep on reaping benefits of this beautiful ERP system
Here are some of the important facts about Baan
  • In 1998 Baan was globally number 2 ERP company
  • At the peak Baan had 13000 enterprise ERP customers
  • The largest ERP customers of all times, Boeing is still on Baan for more than 15 years
  • Most of the Baan customers do not shift because of product,but out of commercial complusions
  • Baan Partner-ecosystem is getting better and better by everyday.

To get lot of how-to’s and quick guides you can also logon to http://forum.baansupport.com and http://blog.baansupport.com

Do write to us on info@baansupport.com for any of your problems/issues/concerns or consulting help requirements.
Also Baan implementation partners do write to us for advertisements.

 

 

Baan Quick Guides

Baan Quick Guides are one of the best points to start discovering Baan functionality. Use this area of Baansupport.com to explore Baan Quick Guides. Following links could be invaluable help to anybody working in Baan Tools, Baan Administration, I have found them invaluable for years.

 

 

 

Baan Implementation involves following steps

  • Formation of Key User Committee and Steering Committee at the start of Implementation
  • User Training
  • Conference Room Pilot I
  • Customization Requirements
  • Conference Room Pilot II
  • Customization Requirements

Baan-ERP-5.0b-SP3-Release-Notes-Part-8

Baan Project conversion

Due to table changes for the Baan Project package for SP2 you must run a

conversion session. You must run this conversion for each company in Baan.

You are advised to execute this conversion even if you do not use Baan Project

now. Running the conversion now allows conversion to future BaanERP

releases. If you already used this conversion when installing SP2, you can skip

the the actions in this section.

Take the following steps to run the conversion:

1 Start the Create Run time Data Dictionary (ttadv5210m000) session.

Complete the fields as shown below.

2 Click Create Run Time. When the conversion is ready, click OK to

continue.

3 If you have other package combinations which you wish to use with SP3, you

must run the Create Runtime Data Dictionary (ttadv5210m000) session for

each package combination.

4 Change company to the company number for which you want to use Baan

Project. To do so choose Change Company from the Options menu.

Do not choose company number 0.

5 Start the Intitialize Rate . . . (tppdmconv_cy2) session.

6 Choose Continue. When the initialization is ready, the following message

appears.

7 If you click OK the dialog box appears once more. You must click the Close

button in the upper-right corner to close the dialog box.

8 Repeat the steps from step 3 through step 7 , using the tppdmconv_cy2

session for each company for which Baan Project data must be converted. Do

not perform these steps for company 0, because this company contains setup

data.

SLI Conversion

Due to table changes for the SLI module in the Finance package in SP3, you

must run a conversion session. You must run this conversion session for each

company you use in Baan. Even if you do not use Baan Finance you are advised

to run the conversion. Running the conversion now allows conversions to future

BaanERP releases.

Follow these steps to run the conversion.

1 Start the Create Run time Data Dictionary (ttadv5210m000) session.

Complete the fields as shown below.

Once you have just run this session for the Baan Project conversion for the

correct package combinations, you can continue with step 4 of this procedure.

Select the following check boxes:

– Domains

– Tables

– Check before create runt.

– Reconfigure Tables

Enter the Package combination, for example b50sp3.

2 Click Create Run time. When the conversion is ready click OK to continue.

3 Choose Change Company from the Options menu.Change company to the

company number for which you want to use the SLI module.

Do not choose company number 0.

4 Start the Correction Program for Sales Invoicing (cisli9000m000) session.

The following window appears.

5 Click Process. This process initialize the new table fields

– cisli100.dtxd (Date for Sales Invoice Tax)

– cisli205.txdt (Tax Date)

The cisli100.dtxd parameter field is set to invoice date.

The cisli205.txdt field is the date that is used to determine the tax period in

during the posting process. This field receives the same value as the field

cisli205.idat (Invoice Date). After the conversion the package SLI will run as

before, but now you can define the sales invoice tax date as one of the following

dates:

n Invoice date

n Order date

n Delivery date

After choosing one of these options, the field cisli205.txdt will be filled with the

correct date and tax will be calculated according to this setting.

Help

The Windows Help files are linked to a Help group. This help group is associated

with a package combination. You must install new Help files when the package

combination changes, even if there is no new Help information.

n From the BaanERP Tools menu, choose Software InstallationÐ

Installation. Open the Download Help Files (ttadv8245m000) session. This

session has two options:

Download Help Files

This command installs the Windows Help files on your client. Select the

packages for which you want to see Help and choose Download Help

Files from the Specific menu.

Edit HTML Help Transfer Script

When you install HTML help on an HTTP server, you must edit the

HTML Help transfer script. This script is used for transferring the HTML

Help files from the application server to the HTTP server. To execute this

script, you need access to the HTTP server.

Installing Detailed Service Requirement

Planning (DSRP)

Before you can use the Installing Detailed SRP (tssoc2266m000) session to

install both Baan Automation Server and Detailed SRP, you must first unzip

these files in their own directories:

n $BSE/c_plus/ts/ba/BAServer.zip

n $BSE/c_plus/ts/srp/SRP.zip

Baan-ERP-5.0b-SP3-Release-Notes-Part-7

Create package VRC

Please note that the following procedure to create a package VRC, does not cover

all possible details and issues. Screens in the instructions may look different due

to your current setup. For example, you may or may not have installed a previous

service pack.

If you have already created a VRC for a previous service pack, creating a new

package VRC is not mandatory. If you have not created a package VRC for the

service pack you must follow the steps described below. On a UNIX server, you

must execute these steps as user bsp.

Follow these steps to create a package VRC for a service pack.

1 Use the browser to navigate to the Baan Tools.

2 Start the Package Combinations (ttaad1520m000) session.

3 Insert a package combination. You are free to choose a name, for example

b50bU, description: BaanERP_B50b Service Packs and Table Definition Path

: ${BSE}dict.

The Windows Help files are linked to a Help group. This Help group is

associated with a package combination. You must install new Help files when

the package combination changes, even if there is no new Help information.

See the installation manual on how to install new Help files.

4 When asked if you want to create the ${BSE}dict/ddb50bU directory, click

Yes and exit by clicking Close. (the directory name is an example).

5 Use the Package VRCs (ttadv1511m000) session to check the VRC structure.

6 Start the Package by Package Combination (ttaad1121m000) session. From

the Group menu, choose Duplicate.

7 Select the first record to be copied, then select the last record to be copied.

8 Enter the name of the new package combination.

9 Change the values of the columns Version, Control, and Release for each

package as shown in the Package by Package Combination dialog box.

Choose Save from the File menu to save the changes.

10 From the Specific menu, choose Rebuild DD (Data Dictionary).

11 Start the Change Package Combination by Company (ttaad1101m000)

session.

12 Complete the fields as displayed above and select all companies, for example,

from 000 to 820.

13 Click Change.

14 Start the Change Package Combinations for Users (ttaad2200m000) session.

15 Click Change.

16 Click Close. The package VRC has now been set up correctly.

17 Run the Create Tables (ttaad4230m000) session and supply the following

information (be sure that you are in the right package combination, for

example b50bU)

Company: From 000 to 900 (for example)

Package : From to zz

Table : From to zzz999

After a while the message xxx Tables Created appears. Click OK.

Baan-ERP-5.0b-SP3-Release-Notes-Part-6

To install the service pack on NT

Follow these steps to complete an NT service pack update:

1 For NT insert the service pack CD-ROM. The installation program starts

automatically. The following dialog box appears:

2 Click Next. The following dialog box appears:

3 If you accept the terms, click Yes. The Select environment dialog box

appears.

5 Select the components you wish to update. You must select the application

components. Selecting the porting set components is optional but highly

recommended. Click Next.

6 The Update Type dialog box appears:

7 Select Full Update (recommended). Click Next. The Update configurations

dialog box appears:

8 Select BaanERP B50b. Click Next. The Setup Information dialog box

appears.

9 Click Next to continue or select Back to review your settings.

10 Now the setup process starts copying files. If a read-only file is detected, you

are requested to overwrite it by clicking Yes or otherwise to click No.

11 The following dialog box appears.

12 Now BaanERP is ready for the Baan user logon. Type the password and

select Connect to start BaanERP. The following message appears:

Patch your software

13 Run the Patch Objects After Error Solving (ttiex3226m000) session and

supply the following information:

Package: tt

Objects : from:

to : zzzzz

After the patch process is ready, the message Patch your Software will not appear

again when you start the BaanERP software.

Baan-ERP-5.0b-SP3-Release-Notes-Part-5

5 To install the Service Pack

The installation manuals are available as PDF files on the documentation CDROM

that is part of the service pack for BaanERP.

The UNIX-based installation guides are:

U7071B US INFORMIX Installation Guide for BaanERP on UNIX

U7074B US ORACLE Installation Guide for BaanERP on UNIX

U7079B US DB2/6000 Installation Guide for BaanERP on UNIX

U7081B US SYBASE Installation Guide for BaanERP on UNIX

For Microsoft BackOffice, the installation guides are:

U7077B US Microsoft SQL Server Installation Guide for BaanERP on

Windows NT

U7075B US ORACLE Installation Guide for BaanERP on Windows NT

U7072B US INFORMIX Installation Guide for BaanERP on Windows NT

Open the Welcome.htm file (in the root directory of the documentation CDROM)

by using your Web browser to view a complete list of the BaanERP

documentation.

For a UNIX update read the instructions in this sequence of sections:

n Unix update

n Create Package VRC (optional)

n Baan Project Conversion

n SLI conversion

n Installing Detailed SRP

For an NT update read the instructions in this sequence of sections:

n NT update

n Create Package VRC

n Baan Project Conversion

n SLI conversion

n Installing Detailed SRP

5 To install the Service Pack

To install the Service Pack

Release Notes Service Pack 3

5-2

UNIX update

For all UNIX service pack updates, you must carry out the following steps.

Before you start to update, please note the following:

n BaanERP5.0b cannot be updated with this service pack at run time. You must

log on as Root and use the rc.stop command in /bse/etc to stop the BaanERP

environment for the service pack update.

n You can use the normal installation guides that are listed earlier to install the

service pack. Because some components are already available on your

system, the installation process will skip certain steps that are described in the

installation manual for the initial installation. You can follow the steps

described in the section “Installing the software” later in this chapter. For

your convenience steps 1 through to step 7 are described.

Take the following steps to install the Baan software.

1 Log on as user root (do not use the su command) and set the TERM variable

to vt100 or any other valid value.

2 Change directories to the directory in which the Baan files were read by the

mas.read6.2 script and enter the following command:

# sh install6.2

The selection phase of the installation script (that is, before the last question

Are you ready for installation? is asked) can be stopped at any time by

pressing an interrupt, for instance, CTRL+C. The script can be restarted as

often as desired. From the script, a subshell can be activated by pressing

EXCLAMATION POINT. To end this subshell, type exit at the UNIX prompt.

You then will return to the script at the point where you left.

Never use the tee command to create a log file. The installation script will

start the bshell and if the tee command has been used, a bshell window will

not appear on the screen. During the installation, the log.install6.2 log file is

generated in the directory where the installation was started.

3 After a temporary bse environment is created, you are asked to supply the

path to the already installed BSE (Baan Software Environment) directory. Be

sure to enter the complete path.

4 The default value $BSE/tmp is suggested for the BSE_TMP environment

variable. Accept the default by pressing ENTER. Press ENTER to continue.

5 The process may ask if you want to write the values of the $BSE-related

variables to the systemwide profile /etc/profile. You should not write them to

the systemwide profile, so press ENTER to accept the default answer NO.

NOTE

CAUTION

To install the Service Pack

Release Notes Service Pack 3

5-3

6 The process may ask if you want to write the $BSE variables to the profiles

of the users. If you do not wish to write the variables to the .profile files of

the individual users, press ENTER to accept the default answer NO. Press

ENTER to continue.

7 The process may ask to enter the hostnames of the systems for which a

license is required. The installation procedure displays the name of the local

system as default. Supply the hostname(s) and press ENTER. Then press

ENTER to continue.

The following message appears:

THIS IS AN UPDATE

Do you want to reinstall old components too?

8 Type Yes and press ENTER. A warning appears that all processes that use

shared memory must be removed. If you have not done so, stop these

processes.

9 Type Yes and press ENTER. The following message appears:

Are you ready for installation?

10 Type Yes and press ENTER. An error message Check Fixes may be displayed

indicating that the preinstallation tool preinst encountered errors. If so, you

must check the displayed log.preinst file. Press ENTER to continue.

11 Now the installation process is started. Skip the steps in the installation

manual up to the step where you must install either BI or BW. Continue

following the steps from that point onward.

In case you have installed this service pack before, the installation process

may skip steps that were already performed during the first service pack

installation.

12 After you install the service pack, you must create a package VRC named, for

example, b50bU. To do so, see the section “Create Package VRC” in this

chapter.

13 Due to table changes for the Baan Project package you must run a conversion

session. To do so, see the “Baan Project conversion” section in this chapter. If

you have already run this conversion when you installed SP2, you can skip

this action.

14 Due to table changes for the Baan SLI module you must run a conversion

session. To do so, see the “SLI conversion” section in this chapter.

Even if you do not use Baan Project, or the SLI module, you must run this

conversion to avoid future conversion problems.

NOTE

NOTE

To install the Service Pack

Release Notes Service Pack 3

5-4

NT update

This section describes the installation of the BaanERP5.0b Service Pack 3 for

NT.

To prepare for installation

Follow these steps to prepare for the service pack installation on NT.

1 Before you start the service pack update, you must stop all Baan bshells on

your server. If you have multiple Baan environments on your server, you

must also stop the bshells for the Baan environments which you will not be

updating. You can use the task manger to check if all Baan bshells were

stopped.

2 Do not install the service pack from a mounted CD-ROM drive. The use of a

mounted CD-ROM drive causes NT related authorization problems when you

install the service pack. Always use the CD-ROM drive of the NT server

itself.

3 Before you perform a Service Pack 3 update on an NT system on which

Service pack 1 was not yet installed for a Dutch-language version, you must

remove the files install.info, restart.1288, and installed.dmp in the directory

$BSElibinstall from the BAAN environment. If these files do not exist, no

action needs to be taken. For other languages, removing these files is not

required.

Baan-ERP-5.0b-SP3-Release-Notes-Part-4

4 Solved calls, known defects, and

Limitations

A large number of calls were solved in service pack 3. On the Documentation

CD-ROM for this service pack you can find a Microsoft Word file that contains a

description of all solved calls. This file is named Solved_calls3.doc.

Service pack 3 is an incremental service pack. It also contains the solved calls of

service pack 1 and service pack 2. On the Documentation CD-ROM you can find

a Microsoft Word files that contains a description of all solved calls in service

pack 1. (Solved_calls.doc) and service pack 2 (Solved_calls2.doc).

Tinoway integration

The Tinoway integration of BaanService Remote (version 2.00.000.4

SP1through SP4) does not work with BaanERP5.0b SP2. Tinoway has developed

a new version BaanService Remote 2.1.3 that solved the defect. This solution is

validated for service pack 3 and service pack 2 for BaanERP5.0b.

Defect and solution outbound advice

The Service Pack 3 for BaanERP5.0b contains a defect that is discussed below.

Description of the defect

Assume the following:

n You have a production order.

n In the Bill of Material for the end-item, a material exists with backflushing

switched on.

You issue this material (for example, 50 pieces) for your production order in the

Material to Issue for Production Order (ticst0101m000) session. The Direct

Process Outbound check box is selected. Your warehouse does not hold

sufficient inventory of this material (for example, 30 pieces).

In such a case, the outbound order line in the Outbound Order Lines

(whinh2520m000) session must be split into two lines:

n 30 pieces, status shipped

n 20 pieces, status open

4 Solved calls, known defects, and

limitations

Solved calls, known defects, and limitations

Release Notes Service Pack 3

4-2

However, BaanERP creates three lines:

n 30 pieces, status shipped

n 20 pieces, status open

n 20 pieces, status open.

The creation of the last line is not correct; it should not have been created.

This defect can cause the following problem. If a customer generates and

releases the outbound advice and ships the goods in a batch process (while new

material is arrived in the warehouse), both lines will get the status shipped. In the

Material to Issue for Production Order (ticst0101m000) session, the To issue by

warehousing field will have the value –20, whereas no inbound line is available

with a value of + 20. Because this field should have the value 0, you cannot

close the production order.

Solution of the defect

This problem will be solved in Service Pack 4 for BaanERP5.0b. The Scopus

defect number for this problem is 7784; the solution number that belongs to this

defect is 18835.

An FTP-path is availabe:

If your Current VRC is:

B50_b:

ftp://www.support.baan.com/updates/B50b/18835std.dmp

To keep the dump compatible, more solutions than necessary to solve this

particular defect are available in the dump.

See the Scopus system for additional information.

Solution Defect

18722 75581

18815 75616

18754 76198

18753 76194

Baan-ERP-5.0b-SP3-Release-Notes-Part-3

3 Functional enhancements SP1

Service pack 3 is an incremental service pack. It contains the functional

enhancements of the service packs 1 and 2. The service pack 1 enhancements

are described in this chapter.

Linking order types to transaction types’

In SLI you could not immediately link an order type to a transaction type. This is

still not possible, but with the new functionality you can store billing request

settings that can be reused next time. You can achieve reuse by linking billing

request to billing request sets. You can run the compose/print/post session by

billing request or by billing request set. When you choose the billing request set,

the system copies all billing requests attached to that set to new billing requests

and changes only the cut-off date. This process enables you to establish the link

between, for example, order types and transaction types.

Currency Selection for COGS (Cost of goods

sold)

The distribution package delivers the amount in local home currency. The central

invoicing package however expected the amount to be in reference currency. In

the end the COGS was posted with the reference currency as transaction currency

but with an amount that corresponds with the amount in local home currency.

With the new service pack this problem is solved. The COGS is posted in

reference currency.

Bank format CLIEOP03

The CLIEOP payment method is a Dutch payment method. This payment

method allows companies to send their payment transactions in CLIEOP files to

Dutch banks. These files are in plain ASCII format with a fixed record layout.

The files are processed at the banks to which they are sent. Because of the

introduction of the euro, a new record layout is developed for these CLIEOP

files. This new format is called CLIEOP03 and allows companies to pay in euros

as well as in Dutch guilders.

3 Functional enhancements SP1

Functional enhancements SP1

Release Notes Service Pack 3

3-2

Warning regarding the Currency Rates

(tcmcs0108m000) session

A new parameter, Express in base currency, is introduced in this session. This

parameter can be set each time a currency rate is entered, and it allows the user to

express a currency rate in the base currency as well as in the other currency.

The parameter is introduced because the euro legislation states that the currency

rate between the euro and each participating EMU currency must be expressed in

the participating EMU currency., for example, 1 euro = 2.16 Dutch guilders.

If a new currency rate is entered with an opposite value of the Express in base

currency parameter compared to already existing currency rates, data

inconsistency can occur. This is the case when the effective date of the new

currency rate lies between the effective date of the already existing currency rates

and the currency rate date of already existing documents that make use of the

already existing currency rates.