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

Question

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.

RegularGuy · Accepted 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, "RegularGuy@mydomain.com"

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

RegularGuy · 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

Sage X3

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

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