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How to email a GI result in Excel format like the way rpx report can do?

  • 18 May 2021
  • 4 replies
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Hello, 

       I have a requirement to send a report to vendor in excel format using Email.
I know this can be done by report designer and “report template”. But, right now, this report is simply wrote in GI. So I am asking is there a way to directly prepare this excel report and send by email.

      I also know a way to prepare the excel report in automation by using export scenario, however, in this way, It seems I can just upload this prepared file using SFTP or FTP, while our vendor insisted receiving the report by email. 
     So can anybody help me?

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Best answer by Gabriel Michaud 18 May 2021, 17:12

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Gabriel Michaud
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Hi @ray20,

There’s no way to do that from Acumatica with a Generic Inquiry. The following options are available:

  • Convert the GI to a report (it’s easier than before, with the Actions->Export as Report option available in newer versions of Acumatica)
  • Do it with a customization
  • Use a solution like Velixo, with the =GI() function and the Distribution List functionality you are able to send a Generic Inquiry by e-mail
Gabriel Michaud Founder @ Velixo, Excel-based reporting for Acumatica
TimRodman
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One additional idea on this. You could connect Excel to Acumatica using OData and schedule the Excel file to automatically refresh and distribute via email using Power Update (click here).

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gprice27
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I added a solution for this to this conversation using scheduled export scenario and a business event.

 

Grahame Price
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@gprice27  Thank you for your sharing. I could help me to solve some cases.

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