Introduction and configuration

Eugene Kuchynski — Fri, 15 May 2020 06:44:53 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 5/15/2020 6:44:53 AM

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-connector/984/

Features

This plug-in is an invoicing and quotation system right inside SDL Trados Studio. It allows you to quickly create and print quotes and invoices without leaving Studio. The plug-in is free to use for 15 invoices/quotes and after that a licence is required.

Built-in features:

Create and print invoices and quotes right inside Studio, without the need to install the main Business Manager application.
Time tracker inside Studio supporting the addition of time-based work to invoices.
Dashboard with charts.
Invoice and quote template designer and an import/export feature as *.repx
Use eInvoicing for Italy and Poland (more countries can be added on request).
Import an analysis from various CAT tools (Trados Studio, memoQ, Deja Vu X3 and Lionbridge Translation Workspace… more tools can be added on request).
Base quotes/invoicing on Trados Studio projects or create your own custom Business Manager projects.
Average volume calculation to help with speedy estimates for all kinds of jobs.
Fully localized in line with the Trados Studio user interface (Chinese, English, French, German, Italian, Japanese, Korean, Russian and Spanish).
Integrated to Trados Studio ‘Tell me’ which is useful when looking for help, documentation, log files or just navigating quickly to your invoices or quotes.
Possibility to create reference data on fly, at the moment when it's needed;

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

In the navigation tree select the Business Manager Lite view to switch to the main plug-in window..
By default, you will see a list of invoices. On this view, select the following buttons on the toolbar to configure the plug-in:

Options (here you specify your main data and contact information, select the invoice template you wish to use by default, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-start and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours, Characters). You can rename the default (predefined) units, but please follow this rule: to make the app work correctly, it is obligatory to have three units in this list marked as Predefined: one with ‘Words’ unit type, one with ‘Characters’ unit type, and one with ‘Hours’ unit type, as on the following screenshot:

Take a note of the Factor column. You can find a description of this column below, in the description of the Service types table.
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings there is no need to make changes in this list as well. Take a note of the Synonyms column. In this column, you can specify codes, which allow Trados Business Manager Lite to determine matching fuzzy types when importing analysis reports. For example, for 'No match' fuzzy type the following codes could be used in analysis reports generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because Trados Business Manager Lite will help you to do this during analysis import. See this article for details.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows you to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply them to different customers by default.

Important. When TBM determines fuzzy weight from fuzzy scheme, the following situation may happen: you selected fuzzy scheme, but fuzzy type in the project task is not specified (empty), which usually corresponds to 'No match' fuzzy type. In such cases, fuzzy weight is determined from the first fuzzy type presenting in fuzzy scheme. Thus, please always make 'No match' fuzzy type to be first in fuzzy schemes (by setting lowest Sort order to that fuzzy type).
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Take a note of the Factor SDL Trados Business Manager calculates the ‘average volume’ of each project, summarizing different services with different units into a single volume value. For this, unit’s and service’s Factor is applied which represents the multiplier used to convert quantity into some generic base unit (Words would be the normal unit). By default, units and services have the following factors:
- Units
  - Words – 1
  - Hours – 500
- - Flat rate – 1
  - Characters – 0.20
- Services
  - Translation – 1
  - Proofreading – 0.33
  - DTP – 1
  - Editing – 0.33
    
    When SDL Trados Business Manager calculates the average volume it multiplies quantity per service’s factor and then per unit’s factor. For example, if we have 2 hours of proofreading, then this volume will be converted into word using the following formula: 2 * 500 * 0.33 = 330 (average amount of translated words).
Reference data > Languages. Languages which could be used in language pairs. Take a note of the Synonyms column. In this column, you can specify codes which allow Business Manager Lite to determine the matching languages when importing analysis reports. For example, for German language the following codes could be used in an analysis report generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because Business Manager Lite will help you to do this during analysis import. See this article for details.
Reference data > Customers - create your customers. You can specify the main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. You can also create individual price-lists for each customer. If you create at least one price for a customer the system will use that in preference to the Default prices table during invoice/quote creation for that customer.
When you create any customer in Business Manager Lite, it will automatically create similar customer in the Studio database, so this customer becomes available for selection when you create a new project in Studio. And vice versa, if you have list of customers in Studio, they will be automatically transferred to Business Manager Lite database during projects synchronization.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have an individual price-list).

To create an entry in any of listed tables, click New button on the bottom toolbar, fill-in required fields and select Save and close.

It is not mandatory to fill reference data lists in advance, as Business Manager Lite allows to create these entries on fly, where they are needed. For example, if during project creation you need a unit or language pair which are missing in the reference data table, you can create these entries during project creation. To do this, expand drop-down list for reference data selection (for example, language pair) and click Add new:

Entity creation dialog appears:

Or another example for customer creation:

From these windows, you also can create reference data entries. For example, if source language is missing in the language pair creation dialog, you can create new language - additional popup window for language creation will be displayed.

Tags: SDL Trados Business Manager Lite

Introduction and configuration

Eugene Kuchynski — Wed, 13 May 2020 08:27:08 GMT

Revision 9 posted to Wiki by Eugene Kuchynski on 5/13/2020 8:27:08 AM

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-connector/984/

Features

Built-in features:

Create and print invoices and quotes right inside Studio, without the need to install the main Business Manager application.
Time tracker inside Studio supporting the addition of time-based work to invoices.
Dashboard with charts.
Invoice and quote template designer and an import/export feature as *.repx
Use eInvoicing for Italy and Poland (more countries can be added on request).
Import an analysis from various CAT tools (Trados Studio, memoQ, Deja Vu X3 and Lionbridge Translation Workspace… more tools can be added on request).
Base quotes/invoicing on Trados Studio projects or create your own custom Business Manager projects.
Average volume calculation to help with speedy estimates for all kinds of jobs.
Fully localized in line with the Trados Studio user interface (Chinese, English, French, German, Italian, Japanese, Korean, Russian and Spanish).
Integrated to Trados Studio ‘Tell me’ which is useful when looking for help, documentation, log files or just navigating quickly to your invoices or quotes.
Possibility to create reference data on fly, at the moment when it's needed;

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

Options (here you specify your main data and contact information, select the invoice template you wish to use by default, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-start and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours, Characters). You can rename the default (predefined) units, but please follow this rule: to make the app work correctly, it is obligatory to have three units in this list marked as Predefined: one with ‘Words’ unit type, one with ‘Characters’ unit type, and one with ‘Hours’ unit type, as on the following screenshot:

Take a note of the Factor column. You can find a description of this column below, in the description of the Service types table.
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings there is no need to make changes in this list as well. Take a note of the Synonyms column. In this column, you can specify codes, which allow Trados Business Manager Lite to determine matching fuzzy types when importing analysis reports. For example, for 'No match' fuzzy type the following codes could be used in analysis reports generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because Trados Business Manager Lite will help you to do this during analysis import. See this article for details.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows you to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply them to different customers by default.
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Take a note of the Factor SDL Trados Business Manager calculates the ‘average volume’ of each project, summarizing different services with different units into a single volume value. For this, unit’s and service’s Factor is applied which represents the multiplier used to convert quantity into some generic base unit (Words would be the normal unit). By default, units and services have the following factors:
- Units
  - Words – 1
  - Hours – 500
- - Flat rate – 1
  - Characters – 0.20
- Services
  - Translation – 1
  - Proofreading – 0.33
  - DTP – 1
  - Editing – 0.33
    
    When SDL Trados Business Manager calculates the average volume it multiplies quantity per service’s factor and then per unit’s factor. For example, if we have 2 hours of proofreading, then this volume will be converted into word using the following formula: 2 * 500 * 0.33 = 330 (average amount of translated words).
Reference data > Languages. Languages which could be used in language pairs. Take a note of the Synonyms column. In this column, you can specify codes which allow Business Manager Lite to determine the matching languages when importing analysis reports. For example, for German language the following codes could be used in an analysis report generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because Business Manager Lite will help you to do this during analysis import. See this article for details.
Reference data > Customers - create your customers. You can specify the main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. You can also create individual price-lists for each customer. If you create at least one price for a customer the system will use that in preference to the Default prices table during invoice/quote creation for that customer.
When you create any customer in Business Manager Lite, it will automatically create similar customer in the Studio database, so this customer becomes available for selection when you create a new project in Studio. And vice versa, if you have list of customers in Studio, they will be automatically transferred to Business Manager Lite database during projects synchronization.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have an individual price-list).

To create an entry in any of listed tables, click New button on the bottom toolbar, fill-in required fields and select Save and close.

Entity creation dialog appears:

Or another example for customer creation:

Tags: SDL Trados Business Manager Lite

Introduction and configuration

Eugene Kuchynski — Mon, 09 Dec 2019 06:46:43 GMT

Revision 8 posted to Wiki by Eugene Kuchynski on 12/9/2019 6:46:43 AM

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-connector/984/

Features

Built-in features:

Create and print invoices and quotes right inside Studio, without the need to install the main Business Manager application.
Time tracker inside Studio supporting the addition of time-based work to invoices.
Dashboard with charts.
Invoice and quote template designer and an import/export feature as *.repx
Use eInvoicing for Italy and Poland (more countries can be added on request).
Import an analysis from various CAT tools (Trados Studio, memoQ, Deja Vu X3 and Lionbridge Translation Workspace… more tools can be added on request).
Base quotes/invoicing on Trados Studio projects or create your own custom Business Manager projects.
Average volume calculation to help with speedy estimates for all kinds of jobs.
Fully localized in line with the Trados Studio user interface (Chinese, English, French, German, Italian, Japanese, Korean, Russian and Spanish).
Integrated to Trados Studio ‘Tell me’ which is useful when looking for help, documentation, log files or just navigating quickly to your invoices or quotes.

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

Options (here you specify your main data and contact information, select the invoice template you wish to use by default, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-start and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours, Characters). You can rename the default (predefined) units, but please follow this rule: to make the app work correctly, it is obligatory to have three units in this list marked as Predefined: one with ‘Words’ unit type, one with ‘Characters’ unit type, and one with ‘Hours’ unit type, as on the following screenshot:

Take a note of the Factor column. You can find a description of this column below, in the description of the Service types table.
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings there is no need to make changes in this list as well. Take a note of the Synonyms column. In this column, you can specify codes, which allow Trados Business Manager Lite to determine matching fuzzy types when importing analysis reports. For example, for 'No match' fuzzy type the following codes could be used in analysis reports generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because Trados Business Manager Lite will help you to do this during analysis import. See this article for details.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows you to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply them to different customers by default.
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Take a note of the Factor SDL Trados Business Manager calculates the ‘average volume’ of each project, summarizing different services with different units into a single volume value. For this, unit’s and service’s Factor is applied which represents the multiplier used to convert quantity into some generic base unit (Words would be the normal unit). By default, units and services have the following factors:
- Units
  - Words – 1
  - Hours – 500
- - Flat rate – 1
  - Characters – 0.20
- Services
  - Translation – 1
  - Proofreading – 0.33
  - DTP – 1
  - Editing – 0.33
    
    When SDL Trados Business Manager calculates the average volume it multiplies quantity per service’s factor and then per unit’s factor. For example, if we have 2 hours of proofreading, then this volume will be converted into word using the following formula: 2 * 500 * 0.33 = 330 (average amount of translated words).
Reference data > Languages. Languages which could be used in language pairs. Take a note of the Synonyms column. In this column, you can specify codes which allow Business Manager Lite to determine the matching languages when importing analysis reports. For example, for German language the following codes could be used in an analysis report generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because Business Manager Lite will help you to do this during analysis import. See this article for details.
Reference data > Customers - create your customers. You can specify the main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. You can also create individual price-lists for each customer. If you create at least one price for a customer the system will use that in preference to the Default prices table during invoice/quote creation for that customer.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have an individual price-list).

To create an entry in any of listed tables, select New button on the bottom toolbar, fill-in required fields and select Save and close.

Tags: SDL Trados Business Manager Lite

Introduction and configuration

Eugene Kuchynski — Tue, 10 Sep 2019 08:54:16 GMT

Revision 7 posted to Wiki by Eugene Kuchynski on 9/10/2019 8:54:16 AM

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-lite/985/

Features

Built-in features:

Create and print invoices and quotes right inside Studio, without the need to install the main Business Manager application.
Time tracker inside Studio supporting the addition of time-based work to invoices.
Dashboard with charts.
Invoice and quote template designer and an import/export feature as *.repx
Use eInvoicing for Italy and Poland (more countries can be added on request).
Import an analysis from various CAT tools (Trados Studio, memoQ, Deja Vu X3 and Lionbridge Translation Workspace… more tools can be added on request).
Base quotes/invoicing on Trados Studio projects or create your own custom Business Manager projects.
Average volume calculation to help with speedy estimates for all kinds of jobs.
Fully localized in line with the Trados Studio user interface (Chinese, English, French, German, Italian, Japanese, Korean, Russian and Spanish).
Integrated to Trados Studio ‘Tell me’ which is useful when looking for help, documentation, log files or just navigating quickly to your invoices or quotes.

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

Options (here you specify your main data and contact information, select the invoice template you wish to use by default, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-start and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours, Characters). You can rename the default (predefined) units, but please follow this rule: to make the app work correctly, it is obligatory to have three units in this list marked as Predefined: one with ‘Words’ unit type, one with ‘Characters’ unit type, and one with ‘Hours’ unit type, as on the following screenshot:

Take a note of the Factor column. You can find a description of this column below, in the description of the Service types table.
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings there is no need to make changes in this list as well. Take a note of the Synonyms column. In this column, you can specify codes, which allow BaccS Lite to determine matching fuzzy types when importing analysis reports. For example, for 'No match' fuzzy type the following codes could be used in analysis reports generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because BaccS Lite will help you to do this during analysis import. See this article for details.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows you to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply them to different customers by default.
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Take a note of the Factor SDL Trados Business Manager calculates the ‘average volume’ of each project, summarizing different services with different units into a single volume value. For this, unit’s and service’s Factor is applied which represents the multiplier used to convert quantity into some generic base unit (Words would be the normal unit). By default, units and services have the following factors:
- Units
  - Words – 1
  - Hours – 500
- - Flat rate – 1
  - Characters – 0.20
- Services
  - Translation – 1
  - Proofreading – 0.33
  - DTP – 1
  - Editing – 0.33
    
    When SDL Trados Business Manager calculates the average volume it multiplies quantity per service’s factor and then per unit’s factor. For example, if we have 2 hours of proofreading, then this volume will be converted into word using the following formula: 2 * 500 * 0.33 = 330 (average amount of translated words).
Reference data > Languages. Languages which could be used in language pairs. Take a note of the Synonyms column. In this column, you can specify codes which allow BaccS Lite to determine the matching languages when importing analysis reports. For example, for German language the following codes could be used in an analysis report generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because BaccS Lite will help you to do this during analysis import. See this article for details.
Reference data > Customers - create your customers. You can specify the main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. You can also create individual price-lists for each customer. If you create at least one price for a customer the system will use that in preference to the Default prices table during invoice/quote creation for that customer.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have an individual price-list).

To create an entry in any of listed tables, select New button on the bottom toolbar, fill-in required fields and select Save and close.

Tags: BaccS Lite, SDL Trados Business Manager Lite

Introduction and configuration

Eugene Kuchynski — Tue, 10 Sep 2019 08:52:32 GMT

Revision 6 posted to Wiki by Eugene Kuchynski on 9/10/2019 8:52:32 AM

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-lite/985/

Features

Built-in features:

Create and print invoices and quotes right inside Studio, without the need to install the main Business Manager application.
Time tracker inside Studio supporting the addition of time-based work to invoices.
Dashboard with charts.
Invoice and quote template designer and an import/export feature as *.repx
Use eInvoicing for Italy and Poland (more countries can be added on request).
Import an analysis from various CAT tools (Trados Studio, memoQ, Deja Vu X3 and Lionbridge Translation Workspace… more tools can be added on request).
Base quotes/invoicing on Trados Studio projects or create your own custom Business Manager projects.
Average volume calculation to help with speedy estimates for all kinds of jobs.
Fully localized in line with the Trados Studio user interface (Chinese, English, French, German, Italian, Japanese, Korean, Russian and Spanish).
Integrated to Trados Studio ‘Tell me’ which is useful when looking for help, documentation, log files or just navigating quickly to your invoices or quotes.

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

Options (here you specify your main data and contact information, select the invoice template you wish to use by default, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-start and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours, Characters). You can rename the default (predefined) units, but please follow this rule: to make the app work correctly, it is obligatory to have three units in this list marked as Predefined: one with ‘Words’ unit type, one with ‘Characters’ unit type, and one with ‘Hours’ unit type, as on the following screenshot:

Take a note of the Factor column. You can find a description of this column below, in the description of the Service types table.
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings there is no need to make changes in this list as well. Take a note of the Synonyms column. In this column, you can specify codes, which allow BaccS Lite to determine matching fuzzy types when importing analysis reports. For example, for 'No match' fuzzy type the following codes could be used in analysis reports generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because BaccS Lite will help you to do this during analysis import. See this article for details.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows you to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply them to different customers by default.
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Take a note of the Factor SDL Trados Business Manager calculates the ‘average volume’ of each project, summarizing different services with different units into a single volume value. For this, unit’s and service’s Factor is applied which represents the multiplier used to convert quantity into some generic base unit (Words would be the normal unit). By default, units and services have the following factors:
- Units
  - Words – 1
  - Hours – 500
- - Flat rate – 1
  - Characters – 0.20
- Services
  - Translation – 1
  - Proofreading – 0.33
  - DTP – 1
  - Editing – 0.33
    
    When SDL Trados Business Manager calculates the average volume it multiplies quantity per service’s factor and then per unit’s factor. For example, if we have 2 hours of proofreading, then this volume will be converted into word using the following formula: 2 * 500 * 0.33 = 330 (average amount of translated words).
Reference data > Languages. Languages which could be used in language pairs. Take a note of the Synonyms column. In this column, you can specify codes which allow BaccS Lite to determine the matching languages when importing analysis reports. For example, for German language the following codes could be used in an analysis report generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because BaccS Lite will help you to do this during analysis import. See this article for details.
Reference data > Customers - create your customers. You can specify the main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. You can also create individual price-lists for each customer. If you create at least one price for a customer the system will use that in preference to the Default prices table during invoice/quote creation for that customer.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have an individual price-list).

To create an entry in any of listed tables, select New button on the bottom toolbar, fill-in required fields and select Save and close.

Tags: BaccS Lite, SDL Trados Business Manager Lite

Introduction and configuration

Eugene Kuchynski — Tue, 10 Sep 2019 08:43:24 GMT

Revision 5 posted to Wiki by Eugene Kuchynski on 9/10/2019 8:43:24 AM

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-lite/985/

Features

Built-in features:

Create and print invoices and quotes right inside Studio, without the need to install the main Business Manager application.
Time tracker inside Studio supporting the addition of time-based work to invoices.
Dashboard with charts.
Invoice and quote template designer and an import/export feature as *.repx
Use eInvoicing for Italy and Poland (more countries can be added on request).
Import an analysis from various CAT tools (Trados Studio, memoQ, Deja Vu X3 and Lionbridge Translation Workspace… more tools can be added on request).
Base quotes/invoicing on Trados Studio projects or create your own custom Business Manager projects.
Average volume calculation to help with speedy estimates for all kinds of jobs.
Fully localized in line with the Trados Studio user interface (Chinese, English, French, German, Italian, Japanese, Korean, Russian and Spanish).
Integrated to Trados Studio ‘Tell me’ which is useful when looking for help, documentation, log files or just navigating quickly to your invoices or quotes.

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

Options (here you specify your main data and contact information, select the invoice template you wish to use by default, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-start and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours, Characters). You can rename the default (predefined) units, but please follow this rule: to make the app work correctly, it is obligatory to have three units in this list marked as Predefined: one with ‘Words’ unit type, one with ‘Characters’ unit type, and one with ‘Hours’ unit type, as on the following screenshot:

Take a note of the Factor column. You can find a description of this column below, in the description of the Service types table.
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings there is no need to make changes in this list as well. Take a note of the Synonyms column. In this column, you can specify codes, which allow BaccS Lite to determine matching fuzzy types when importing analysis reports. For example, for 'No match' fuzzy type the following codes could be used in analysis reports generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because BaccS Lite will help you to do this during analysis import. See this article for details.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows you to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply them to different customers by default.
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Take a note of the Factor SDL Trados Business Manager calculates the ‘average volume’ of each project, summarizing different services with different units into a single volume value. For this, unit’s and service’s Factor is applied which represents the multiplier used to convert quantity into some generic base unit (Words would be the normal unit). By default, units and services have the following factors:
- Units
  - Words – 1
  - Hours – 500
- - Flat rate – 1
  - Characters – 0.20
- Services
  - Translation – 1
  - Proofreading – 0.33
  - DTP – 1
  - Editing – 0.33
    
    When SDL Trados Business Manager calculates the average volume it multiplies quantity per service’s factor and then per unit’s factor. For example, if we have 2 hours of proofreading, then this volume will be converted into word using the following formula: 2 * 500 * 0.33 = 330 (average amount of translated words).
Reference data > Languages. Languages which could be used in language pairs. Take a note of the Synonyms column. In this column, you can specify codes which allow BaccS Lite to determine the matching languages when importing analysis reports. For example, for German language the following codes could be used in an analysis report generated by different CAT tools:

It's not obligatory to fill these codes in the beginning, because BaccS Lite will help you to do this during analysis import. See this article for details.
Reference data > Customers - create your customers. You can specify the main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. You can also create individual price-lists for each customer. If you create at least one price for a customer the system will use that in preference to the Default prices table during invoice/quote creation for that customer.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have an individual price-list).

To create an entry in any of listed tables, select New button on the bottom toolbar, fill-in required fields and select Save and close.

Tags: BaccS Lite, SDL Trados Business Manager Lite

Introduction and configuration

Paul — Wed, 28 Aug 2019 16:47:22 GMT

Revision 4 posted to Wiki by Paul on 8/28/2019 4:47:22 PM

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-lite/985/

Features

This plugin is free to use, and its functionality is divided into 2 parts:

It provides a built-in accounting functionality in SDL Trados Studio;

List of features:

Create and print invoices and quotes right inside Studio, without the need to install the SDL Trados Business Manager main application.
Time tracker inside Studio with the possibility to add time to invoices.
Dashboard with charts.
Invoice and quote template designer.
Localized into the same languages as Studio
Create custom Projects that don't need to be associated to a Studio Project
Import an analysis from another CAT tool
Electronic invoicing supported for Italy and Poland

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

In the navigation tree select the SDL Trados Business Manager Lite view to switch to the main plug-in window.
By default, you will see a list of invoices. In this view, select the following buttons on the toolbar to configure the plug-in:

Options (here you specify your main data and contact information, select invoice template, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-SDL Trados plugin main menustart and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours).
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings, there is no need to make changes in this list as well.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply to different customers by default.
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have individual price-list).
Reference data > Customers - create your customers. You can specify main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. Also, you can create individual price-list for each customer. If you create at least one price for a customer, the system would not use prices from Default prices table during invoice/quote creation for that customer.

To create an entry in any of listed tables, select New button on the bottom toolbar, fill-in required fields and select Save and close.

Tags: BaccS Lite, SDL Trados Business Manager Lite

Introduction and configuration

Paul — Wed, 28 Aug 2019 16:42:41 GMT

Revision 3 posted to Wiki by Paul on 8/28/2019 4:42:41 PM

Installation

To use the integration features with SDL Trados Studio, you have to install the SDL Trados Business Manager plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-lite/985/

Features

This plugin is free to use, and its functionality is divided into 2 parts:

It provides a built-in accounting functionality in SDL Trados Studio;

List of features:

Create and print invoices and quotes right inside Studio, without the need to install the SDL Trados Business Manager main application.
Time tracker inside Studio with the possibility to add time to invoices.
Dashboard with charts.
Invoice and quote template designer.
Localized into the same languages as Studio
Create custom Projects that don't need to be associated to a Studio Project
Import an analysis from another CAT tool
Electronic invoicing supported for Italy and Poland

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

Options (here you specify your main data and contact information, select invoice template, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-SDL Trados plugin main menustart and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours).
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings, there is no need to make changes in this list as well.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply to different customers by default.
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have individual price-list).
Reference data > Customers - create your customers. You can specify main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. Also, you can create individual price-list for each customer. If you create at least one price for a customer, the system would not use prices from Default prices table during invoice/quote creation for that customer.

To create an entry in any of listed tables, select New button on the bottom toolbar, fill-in required fields and select Save and close.

Tags: BaccS Lite

Introduction and configuration

Eugene Kuchynski — Wed, 17 Jul 2019 11:06:27 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 7/17/2019 11:06:27 AM

Installation

To use integration features with SDL Trados Studio, you have to install SDL BaccS plug-in, which is available here:

https://appstore.sdl.com/language/app/sdl-baccs-lite/985/

Features

This plugin is free to use, and its functionality is divided into 2 parts:

It provides built-in accounting functionality in SDL Trados Studio;

List of features:

Studio built-in features:
- Create and print invoices and quotes right inside Studio, without need to install BaccS main application. This functionality is available for free for all users.
- Time tracker inside Studio with possibility to add time to invoices.
- Dashboard with charts.
- Invoice and quote template designer.
Integration features between Studio and standalone BaccS application:
- Communicate between Studio and standalone BaccS application to automatically create translation jobs, quotes and invoices. This functionality requires to install full version of BaccS.

Main window

After installing the plug-in, you will notice the following changes on the SDL Trados Studio toolbar.

In addition, a new item will be added to the Studio navigation menu:

This view provides access to all plug-in views, including Projects, Invoices, Quotes, Options and Reference data tables, which are described below.

Setting-up

If you are going to use functionality which does not require to install main SDL BaccS application, then you have to setup plug-in first. In the navigation tree.

Select BaccS TMS view to switch to the main plug-in window.
By default, you will see list of invoices. On this view, select the following buttons on the toolbar to configure the plug-in:

Options (here you specify your main data and contact information, select invoice template, numeration rules, default values (currency, service type, etc.), set your company logo, specify time tracker settings (auto-SDL Trados plugin main menustart and auto-pause, etc.);
Reference data > Taxes - create taxes which you usually include in your invoices.
Reference data > Units - create units you use to count your work. By default, a number of units will be created (Words, Hours).
Reference data > Currencies - create currencies you use to create invoices/quotes. By default, a number of units will be created (USD, EUR);
Reference data > Fuzzy types - create fuzzy bands you use in Studio. By default, standard fuzzy bands are created, and if you don't change Studio settings, there is no need to make changes in this list as well.
Reference data > Fuzzy schemes - here you can create different fuzzy schemes. Each fuzzy scheme allows to specify different fuzzy weights (for example, one customer applies 10% factor for Repetitions, while another may use 0 or 5%). For these purposes, you may create different fuzzy schemes and apply to different customers by default.
Reference data > Service types - create necessary service types. By default, Translation, Proofreading, Editing and DTP are created.
Reference data > Default price - here you can create default (general) prices applied to all customers (when a customer does not have individual price-list).
Reference data > Customers - create your customers. You can specify main data, contact information, default currency, default invoice template, default fuzzy scheme for each customer. Also, you can create individual price-list for each customer. If you create at least one price for a customer, the system would not use prices from Default prices table during invoice/quote creation for that customer.

To create an entry in any of listed tables, select New button on the bottom toolbar, fill-in required fields and select Save and close.

Tags: BaccS Lite

Introduction and configuration

Eugene Kuchynski — Wed, 17 Jul 2019 10:46:38 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/17/2019 10:46:38 AM

See nested articles for detailed information

Tags: BaccS Lite