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Crystal Reports & Ridder Automation

Client: Dumaco
Crystal Reports & Ridder Automation

Reporting at Dumaco used to mean opening Crystal Reports by hand, picking the right template, entering the order and job order number, hunting down the matching material certificates on a shared drive, merging everything into one PDF, and then uploading the result to the right place in Ridder. This library bundles that whole flow into a single call any internal tool can make — turning half an hour of admin per order into an automatic step.

Flow from order and job order number through the Crystal template and Ridder database to an exported report, then certificate lookup, merge, and upload back into Ridder

The operator supplies an order number and a format. Everything after that is automatic.

Crystal Reports, Driven from Code

Any existing report template can be run from code: the library opens it, connects it to the ERP database with the right credentials, applies the order and job order filter every report expects, and writes the result to disk as PDF, Excel or RTF. Where a workflow needs a person in the loop, a small dialog offers the relevant report variants and output formats instead of leaving the operator to navigate Crystal itself.

Reports with Auto-Merged Certificates

Production needs more than the material summary — they need the actual certificates attached. The library runs the summary report, then looks up every material batch on the job in the ERP database and traces it to the certificate document filed against it. The summary and all certificates are merged into one deliverable, or copied side by side if a single file is not wanted, ready to ship with the order.

Posting Back to the ERP

Once a document exists on disk it still has to end up in the right place. The library covers the cases Dumaco actually uses: filing a general report against the job order, attaching a drawing to a specific work activity under the right document code, and posting one document to both at once. Each route opens its own connection, files the document, and shuts the connection down afterwards so stale sessions never accumulate.

Outlook Draft Generation

Some workflows finish by emailing the report — to a customer, to a supplier, to QA. The library opens an Outlook draft with the recipients, subject, body and attachments already filled in, leaving the operator to read it over and click Send. Outlook stays in the loop for tracking and signatures rather than being bypassed by a hidden background send.

Designed as a Library

This is not a standalone tool but a shared component the rest of the Dumaco automation suite builds on — the drawing exporter, the bending automation and various smaller tools all call into it whenever they need to produce a report or file a document. Keeping the database queries, the credentials and the connection handling in one place means a schema change or a new report variant is a single update for every tool that depends on it.

Key Features

  • Existing report templates run from code, filtered to the right order
  • Export to PDF, Excel or RTF from the same call
  • Material certificates located in the ERP and merged into the report
  • Finished documents filed against job orders and work activities automatically
  • Connections opened and closed per job, so nothing is left hanging
  • Outlook drafts prepared with recipients and attachments in place
  • Optional dialog when the operator needs to choose a variant or format
  • Shared component reused across the rest of the Dumaco automation suite

Technologies Used

Crystal Reports for .NET
C#
.NET Framework
SQL Server
Ridder iSeries SDK
Outlook interop
PDF merging
Windows Forms