[Erika Steffins]

Hi Alex,

Using the custom crystal event, you can only save or email as a .PDF or a .XLS. If it has to be .CSV, you’ll need to build the report in SQL and use one of the events that Mike and Nadim mention.

You can email the report by putting the SQL directly in the event that Mike mentioned if you have or can set up an email that receives files for FTP to a file location, or you can use the SQL to create a custom view in the crystal schema and save it to a file location using the event that Nadim mentioned.

As a side note, if you’re not as familiar with SQL as you are with crystal reports, you can view the SQL behind the report you created in the crystal reports editor by going to the Database menu -> Show SQL Query. You have to do some cleanup on this by removing all the double quotes, but it is a good start at least to get you the data if you don’t want to start from scratch.

Hope this helps!

[Erika Steffins]

Hi John,

The WO statuses have a checkbox on them in the setup that’s called “Release WO”. If you check the box on those two statuses, they will release the parts to purchase management when the status is applied to the work order. You’d want to keep the “Released WOs” filter on in the purchase management module to filter out the rest of the orders.

The only issue with this is that if you switch the statuses back to a different status afterwards, the box stays checked on the work order header. So if you’re adding parts after the work order has been changed out of those statuses but not wanting them to be released to purchasing yet, you’d have to go in and uncheck the released box on the work order header. One way to accomplish this automatically would be to do something similar to what Mike is talking about and create a custom stored procedure to run in event manager that looks at all of the open work orders and unchecks the released box for any work order not in one of those two statuses.