Scheduling a BAQ report to print

Here is documentation for printing from Epicor on printing.


The catch is... to go directly to a printer, you need to have an active Vantage session open on the PC that scheduled it and that printer has to be available to that PC. We set up a virtual PC that remains logged on all the time, and schedule reports from there, usually going to APM to be e-mailed out.

We have several reports that run at night but select the 'generate only' icon, and keep them for a week (so they will still be available on Monday if ran on Friday) The next day the user can come in and select that report from the system monitor and print preview them and print them, review them, or export them to spreadsheets, whatever the user wants to do with them.


Summary: PRINT How do I schedule a report to Print or Print Preview?
Book: Support Solutions
Page: 9736MPS

PROBLEM: How do I schedule a report to Print or Print Preview?

XA803

RESOLUTON: A report is scheduled from the Vantage window that you print the report from. First, you must have the Schedule setup. Schedules are setup in the SystemTaskAgent, under System Management->Utilities->SystemAgent. Help from this area gives the specific details on creating a Schedule.

From the Print window, do the following:
1. Choose your Report Style.
2. Choose your Schedule. (This must be setup in the SystemTaskAgent.) 3. Check Recurring if you want the report to reoccur on this Schedule. Leave Recurring unchecked if you want the report to occur once.
4. Choose your Archive Period.
5. Click Print to print the report on your Schedule.
A. You will have to choose your printer at this time.
B. This printer must be a valid printer for this client PC.
C. You will have to remain logged into Vantage for the Schedule to print successfully.
D. If you are logged out when the Schedule is supposed to run, it may run the next time you login to Vantage. This will depend on if the Archive Period has passed and what type of Schedule is setup.
6. Click Print Preview to print preview the report on your Schedule.
A. You will have to remain logged into Vantage for the Schedule to print preview successfully.
B. If you are logged out when the Schedule is supposed to run, it may run the next time you login to Vantage. This will depend on if the Archive Period has passed and what type of Schedule is setup.
7. If you check the System Monitor, under the Scheduled Tasks tab, you should see this report listed, with its Next Run Time and Next Run Date.





[Non-text portions of this message have been removed]
I'm told you can schedule a BAQ report (Crystal) with task agents without the use of BPMs.

If this is the case how are you able to define a network printer for the report to print to?
You don't.

The report output stays in the Report queue of system manager (for whatever age cycle you have defined). Users can then click on it to preview it (and hard copy print from preview).

Maybe someone out there has figured out how to hard copy print to an IP printer (specified from within the report itself).

An alternative is to do BAQ data exports on a recurring schedule & then windows task schedule excel files to open and execute Auto_Open named vbscripts (which can include printing to a specific printer). I've got about a dozen of these running nightly.

Rob



--- On Fri, 4/24/09, roomurray <rupert@...> wrote:

From: roomurray <rupert@...>
Subject: [Vantage] Scheduling a BAQ report to print
To: vantage@yahoogroups.com
Date: Friday, April 24, 2009, 9:27 AM








I'm told you can schedule a BAQ report (Crystal) with task agents without the use of BPMs.

If this is the case how are you able to define a network printer for the report to print to?