Time consuming, but it should work:
print preview the quote, cancel print, or print it, whichever you prefer.
before opening another quote, launch the quote report in the Crystal Report
Designer (must be installed on the workstation).
Print preview from crystal, and click the little arrow envelope button,
which should prompt you for an export destination.
Choose excel, and you should be good to go, assuming the quote report isn't
one of those that gets all garbled when you export to excel....
Automating this process would require custom programming. I'd bypass
crystal entirely and use a CSV/excel export of the quote table, then an
excel macro that opens the export, and dumps the appropriate fields into an
excel template.
I had to use a similar method for a particular customer who requested BOM's
in Excel format. I believe they do so so they can write a program to import
the data into their database rather than have someone key it in manually.
Given 38 quotes, it sounds like this is a pretty big customer, so you may
want to use a manual method manual format, and look into getting the process
eventually automated, by writing the program yourself, or consulting with
Epicor or a Third party vendor (reference the BOOKMARKS section of the yahoo
group for a list of vendors).
An alternate method that I just thought of is opening the text file in
excel, hit the macro record button, format the workbook, and stop recording.
Save the macro for future use. Chances are, for the macro to work with
every quote, you'd need to do some coding yourself to account for various
numbers of quote lines, etc...
Thaddeus
-----Original Message-----
From: Lee Ingalls [mailto:eli3@...]
Sent: Wednesday, January 16, 2002 10:57 AM
To: Vantage user forum
Subject: [Vantage] Crystal Quote to Excel
Good Afternoon Colleagues,
[Progress 9.1A Vantage 5.00.338]
I have a group of quotes (38) due shortly... The customer is insisting they
be in an editable/excel format.
Has anyone experimented with/succeeded in outputting Crystal quotes to excel
or some comparable technique?
I've already tried chaning to the Progress style quote and print
previewing... then open the text file the preview creates in excel... I
guess thats a fall-back operation, but I prefer not have to edit/beautify so
extensively using the before mentioned technique.
Thanks in advance!
Lee
E. Lee Ingalls III
Commercial Tool & Die, Inc.
(p) 616.785.8100
(f) 616.785.8210
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
print preview the quote, cancel print, or print it, whichever you prefer.
before opening another quote, launch the quote report in the Crystal Report
Designer (must be installed on the workstation).
Print preview from crystal, and click the little arrow envelope button,
which should prompt you for an export destination.
Choose excel, and you should be good to go, assuming the quote report isn't
one of those that gets all garbled when you export to excel....
Automating this process would require custom programming. I'd bypass
crystal entirely and use a CSV/excel export of the quote table, then an
excel macro that opens the export, and dumps the appropriate fields into an
excel template.
I had to use a similar method for a particular customer who requested BOM's
in Excel format. I believe they do so so they can write a program to import
the data into their database rather than have someone key it in manually.
Given 38 quotes, it sounds like this is a pretty big customer, so you may
want to use a manual method manual format, and look into getting the process
eventually automated, by writing the program yourself, or consulting with
Epicor or a Third party vendor (reference the BOOKMARKS section of the yahoo
group for a list of vendors).
An alternate method that I just thought of is opening the text file in
excel, hit the macro record button, format the workbook, and stop recording.
Save the macro for future use. Chances are, for the macro to work with
every quote, you'd need to do some coding yourself to account for various
numbers of quote lines, etc...
Thaddeus
-----Original Message-----
From: Lee Ingalls [mailto:eli3@...]
Sent: Wednesday, January 16, 2002 10:57 AM
To: Vantage user forum
Subject: [Vantage] Crystal Quote to Excel
Good Afternoon Colleagues,
[Progress 9.1A Vantage 5.00.338]
I have a group of quotes (38) due shortly... The customer is insisting they
be in an editable/excel format.
Has anyone experimented with/succeeded in outputting Crystal quotes to excel
or some comparable technique?
I've already tried chaning to the Progress style quote and print
previewing... then open the text file the preview creates in excel... I
guess thats a fall-back operation, but I prefer not have to edit/beautify so
extensively using the before mentioned technique.
Thanks in advance!
Lee
E. Lee Ingalls III
Commercial Tool & Die, Inc.
(p) 616.785.8100
(f) 616.785.8210
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/