Help Workflow or Batch task for daily Report of all Purchase Orders Created for the day

SOLVED

Does anyone have example of how to create workflow or batch task to automatically generate a report for all Purchase Orders created for the day. Then send it by email or store to file location as PDF.

  • FormerMember
    0 FormerMember
    Hi JSeyler, We can create a batch task that will print the PO created for the day and send it to supplier...Please contact us for more info.."[email protected]"..
  • 0
    We use https://www.logicitysuite.com/ to schedule and distribute these kinds of reports using Crystal Reports (normally sent in Excel format, but it can also do PDF). It works with Windows Scheduler.
  • 0
    verified answer

    Hi J,

    workflows can be hard to setup so I have included screenshots to help

    First setup the workflow in Setup / Workflow / Workflow Rules

    Use the following settings and then press the validation button

    enter the recipients email address with surrounding double quotes, eg, "[email protected]"

    The text can be customized to suit your needs but this is the tricky bit.  If you need specific help just post back here.  Press the validation button once completed. 

    Now go to Setup / Workflow / Manual Workflow and enter the code ZPORDERS and uncheck simulation and press OK, you should get an email with the days POs that were created.

    Next we need to setup the recurring task.  Go to Usage / Batch Server / Recurring Task Management and create a new task with the following settings.  Note the time is 23:55 meaning 11:55pm every day, Monday thru Friday.

    Press the parameters button and enter the parameters as below, ensure simulation is unchecked

    Hope that helps

  • 0 in reply to RegularGuy

    Would you have an example of sending default Crystal Report?

  • 0 in reply to JSeyler
    verified answer

    Hi J, its pretty easy to produce the report on demand. I know you're looking for an automated solution and one definitely exists.

    However, If you look at the report BONCDE2 (which is the default report for POs) you can see the Order Date in row 5. Simply enter the date and press the print button. There is a way to automate prints and have them emailed but the implementation of this particular functionality escapes me at the moment.

    Hope that helps