| Infor ERP LN Office Integration |  |
| This topic briefly describes the features of the Infor ERP LN Office Integration pack that is delivered with ERP LN 6.1. Overview This integration pack ( " Infor ERP LN Office Integration ") enables you to integrate ERP LN 6.1 with: MS Word: you can select records in a ERP session and send them, via the Send To command in the session's File menu, to a ERP specific MS Word template. Based on this template, one or more Word documents are generated automatically. MS Excel: in a similar way, you can send a set of records to a ERP specific MS Excel template to create an Excel workbook. Changes made in Excel can be saved (uploaded) to ERP LN 6.1. The data transfer between the ERP server and the client PCs is via Infor ERP LN Business Adapter. To use the integration pack, two roles can be distinguished: Template designer A template designer develops and publishes the ERP specific templates for MS Word and MS Excel. A template designer is an experienced ERP user that is familiar with the ERP functionality. End user An end user uses the ERP specific templates to generate MS Word documents and MS Excel workbooks that contain ERP specific data. Published templates are stored per company number. You can export published templates to another company in your ERP environment, or to another ERP environment. Note For details on the MS Office integration pack, refer to the User's and Installation Guide for Infor ERP LN Office Integration 2.1 (U8308E US). Prerequisites You can only use the MS Office integration pack if: MS Office parameters are defined on the ERP server. The Infor ERP LN Business Adapter server is configured. The Infor ERP LN Business Adapter is installed on your PC. The Infor ERP LN Office Integration client software is installed on your PC. You can choose different types of client installations, for example Word/end user and Word/template designer. For details on the installation and configuration, refer to chapter 4 "Installation procedure" in the User's and Installation Guide for Infor ERP LN Office Integration 2.1 (U8308E US). Sessions The following sessions are available in the Office Integrations menu on the ERP server: Office Parameters (ntint0500m000) MS Word ERP Templates (ntwrd0510m000) MS Excel ERP Templates (ntexl0110s000) Export Published MS Word/Excel ERP Templates (ntint0200m000) Import Published MS Word/Excel ERP Templates (ntint0201m000) Related topics User's and Installation Guide for Infor ERP LN Office Integration 2.1 (U8308E US) |