I need to automatically put customer’s on hold. I need some logic that automatically checks these customers and puts them on hold based on our criteria. I need to do this during off hours as well.
How would I go about this? I know in E9, all I’d have to do is create a .p file and schedule the sucker, but I haven’t been able to find an E10 equivalent to this. Any ideas? Epicor couldn’t have taken this ability away completely ya?
This would be a great use of DMT PowerShell!
I just did a session on this at Insights 2017 and I’ve posted the basics process, slides and samples scripts on my blog: check it out:
Basically you would construct a BAQ that would select the customers that need to be on hold with a calc field of ‘true’ for your customer hold field.
Take a look and let me know If you need further explanation or clarification or help piecing this together, let me know.