Epicor Automation

Kinetic ERP
1

Hello,

I need help automating a report process in Epicor. The current steps involve manually refreshing the Lead Time General (INVAL, TWC) module, copying the data, and pasting it into a specific Excel template. Afterward, the file is saved with a dynamic name format.

Here are the steps:

  1. Open the Lead Time General (INVAL, TWC) module.
  2. Hit the Refresh button.
  3. Right-click anywhere in the table and select the Copy All option.
  4. Paste the data into the Lead Time tab in the provided Excel template.
  5. Save the file into the same folder each day

Is there a way to automate this process, so the data is extracted, copied to the template, and saved without manual intervention? Ideally, Iā€™d like to either press a single button or have it run automatically at a specific time each day.

If anyone has experience setting up something similar or knows of a solution, your input would be much appreciated!

2

@Anahmadtwc Welcome. Assuming the lead time general is a dashboard you are clicking refresh on the underlying baq can be made updatable and set to run on a schedule.

Now that you have the data putting data into an excel format could be a bit of work, unless you can live with csv.

Another option would be putting the data into a ud table for referencing or an executive cube. See the links below for details. This can be done post processing on getlist.

https://www.epiusers.help/t/helper-function-library-to-get-data-from-baqs-excel-files/110864

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