I’m needing to schedule a canned Epicor report to run nightly but I ALSO need to automatically export it to Excel as a specific file name so I can use the data in another report. Is it possible to do this from within Epicor9??
Not without writing custom code.
If you can get the same information from the canned Epicor report in a BAQ, you can try using the Business Activity Query Export Process to schedule to be exported.
Mike, if you can create a Query using the same tables as the report you can use the BAQ Export process to run this on a schedule and automatically output the file as xls or as an xml
Thanks everyone, I’m gonna try that!
I’m on E10 - so the following may not apply…
A “hack” would be to schedule the print job twice. Once to make it print, and the second with Export as Excel, and have it emailed to yourself.
It won’t create a unique filename for the attachment, but you could just go into your Mail client and “Save As …” the attachment, manually giving it a unique filename. I have a couple reports that run at 12:01 AM every night that go directly to my inbox (outlook uses a rule to file them in a specific folder). I only save the attachments to the server when someone needs that info.
I’ve not tried it, but it might be possible to automate the mail client (Outlook) to extract the attachment and save it with a dynamic name.
Here’s a VBA script that will save all attachments to a unique name.
Public Sub SaveAttachmentsToDisk(MItem As Outlook.MailItem) Dim oAttachment As Outlook.Attachment Dim sSaveFolder As String Dim fName As String Dim attachCount As Integer attachCount = 1 sSaveFolder = "C:\Users\ckrusen\Documents\Shipping Notice\" For Each oAttachment In MItem.Attachments fName = "Ship Notice " & Format(MItem.SentOn, "yyyy-mm-dd") & "_" & Format(attachCount, "000") & ".pdf" 'oAttachment.SaveAsFile sSaveFolder & oAttachment.DisplayName oAttachment.SaveAsFile sSaveFolder & fName attachCount = attachCount + 1 Next End Sub
Note that it’s only good for 999 attachments (1000 if you change it to start at 0)
The script should be called as a “run script” action in an Email rule that detects the appropriate email message.
Here is a screen shot of the rule (it’s Outlook 2007 - Please don’t judge )
And credit to https://www.extendoffice.com/documents/outlook/3747-outlook-auto-download-save-attachments-to-folder.html where I found the VBA code (I added the sequential numbering though) How to create the VBA module is in that link.
Calvin, this is awesome, thanks so much!
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