Automatically Put Customers On Hold

Good morning group!

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?

thank you

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.

Rick,
Thanks for this link to your blog. You’ve posted some very useful information there.
MUCH APPRECIATED!
Ben