ERP Export Automator
Automates the end-to-end workflow for extracting reports from ERP systems: calculates date parameters, launches and navigates the application, sets export criteria, triggers the export, waits for the output file, and moves it to a dated archive folder.
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Provided as-is, without warranty of any kind. Review and test each pattern in a non-production environment before deploying it to live automations. See our Terms.
Problem this solves
Daily/weekly report exports from ERP systems are done manually; users forget or export wrong date ranges.
Usage Notes
- 1.Run patterns 1-7 sequentially. Patterns 1-2 are setup, 3 is cleanup, 4-5 are ERP interaction, 6-7 are file handling.
- 2.Folder.Create requires TWO parameters: FolderPath (parent) and FolderName (new folder).
- 3.IF NOT does not exist in PAD — use IF/ELSE instead.
- 4.ON ERROR on WAIT actions go at the same indentation level as the WAIT.
- 5.Keystroke customization required — map out the exact key sequence manually first.
- 6.Screen validation is critical — never skip OCR validation between navigation steps.
- 7.Always clear the download folder before triggering a new export.
Dependencies
- Terminal/Mainframe Emulator Driver
- Window Focus Manager