Crystal Report to Excel

[Ernst]

See Prior post on something similar. "Re: Crystal Statements in CSV/Excel format. " We got a scheduled report doing Excel Statements, very nicely using hints provided. But didnt us the API.. Thanks StuartB.

Now a new customer is saying they would love to be able to email the customer who requests it, the invoice in excel, direct from the sales order.

Having got the scheduled report to excel, this should be easy. But alas .. No.

See attached 2 plugins for 7.02.01. We have tried changing the sales order email plugin, to change format to excel. If the Word excel is entered in the Subject of the Email. But the sales order email function is ignoring our format excel, and always just sending in PDF.
Also as suggested in prior post, tried to adjust the "Email Report Button" plugin. But this wont accept Excel either.. Or perhaps i'm doing it wrong?

Any help appreciated.. Thx.

Plugin Sales Order Custom Email.xml

(29.26 KiB) Downloaded 917 times

Plugin Email Report.xml

(30.83 KiB) Downloaded 1037 times

[Mike.Sheen]

Hi Ernst,

Ok, so you've uncovered a bug - DEV-8543 - the Email method of the sales order business logic ignores the ExportFormatType provided.

I've modified your plugin to workaround this - please find attached.

Plugin Sales Order Custom Email - Fixed.xml

(34.98 KiB) Downloaded 726 times

I also found the second plugin (Email Report) just had two issues - it wasn't compiling because the Excel export options didn't have a parameter CreateBookmarksFromGroupTree - so just had to comment that out. Then, I also had to change the extension from ".xlsx" to ".xls" before Excel would open it. I also attach a modified version of that plugin in working order.

Plugin Email Report To Excel - Fixed.xml

(31.88 KiB) Downloaded 1222 times

[Ernst]

Great.. Thanks for Prompt reply, Will test these out, and put them into Live.

Cheers..

[Ernst]

Have tested those _fixed plugin from Mike. All work great. Good for anybody wanting Excel format invoices from sales order.

[DannyC]

Came at a perfect time - just when I had a request to be able to email invoices as Excel!

[Ernst]

its useful alright.. Enjoy.