Looking for a way to have a report generated as a PDF and saved to a network share when a field value changes. I can see with a BPM where I could run a report when a field value changes. But can’t find a way to save the PDF to a network share or local file share. Could use the REST API if that’s a w…

Where is the file saved to though?

The Report Database. Here’s a trace of how Epicor retrieves it. [image] Downloading SO Acknowledgement pdf programatically ERP 10 A trace reveals this order: Poll with this command: <businessObject>Ice.Proxy.BO.ReportMonitorImpl</businessObject> <methodName>GetRowsK…

Chadd - Have a look at this posting for how to have the Reporting system write out to the File System. At the moment this is limited to writing out to the EpicorData directory but you can create a Share to your defined output location from within EpicorData. [image] Transfer Repor…

I’ll take a look at this. Thanks!

I’m trying to reduce the blast area of malware so I recommend against file shares at our company unless absolutely necessary. YMMV. I’m working on a PowerShell script that acts like the Report Monitor and places the document directly into SharePoint with meta data attached and optionally linking the…

Rich - I keep getting the error ‘Unauthorized server path.’ I have tried both the local and network share path for the EpicorData directory. What should the Report Options be for this to work?

As Rich mentioned in his post, you have to give write access to the App Server user for that share. [image] Transfer Reports to Folder ERP 10 The Path is relative to the AppServer handling the Report generation. Unless you are using the redirects on the System Agent, this…

The service account user has full access to the share.

And you’re using a fully-qualified name to the share and not a mapped drive letter?

Not the FQ name as it’s too long. File:\\erp-apps1\EpicorData\Reports\{ReportID}.pdf

Auto Generate/Save Report PDF

Epicor ERP 10

Mark_Wonsil (Mark Wonsil) November 18, 2019, 4:16pm 16

Wait, I went back to Rich’s post and he added this:

Topic		Replies	Views
Create PDF From SSRS Report And Get File Epicor ERP 10 e10 , epicor , ssrs , reports	19	5480	March 31, 2022
Trigger ARInvoice Generation from API - not totally getting it Epicor ERP 10 e10 , ssrs , rest-api	23	9415	March 30, 2022
API to pull in PDF of report Epicor ERP 10 e10 , customization , rest , reports	36	3613	August 5, 2025
REST API - Generate Report Epicor ERP 10 e10 , epicor	5	5822	June 1, 2022
Transfer Reports to Folder Epicor ERP 10	19	10836	May 25, 2021

Auto Generate/Save Report PDF

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