Hey Jill -
I see you have a case open with Support and I will get that updated with this information.
Epicor Cloud printing is handled by Client Side printers serviced by an active connection of either the Browser Client or the Smart Client. The standard configuration also requires the User that submits the Print Job to be the User logged in on the Epicor Client.
While this works well for manually generated print jobs, there are issues with Scheduled jobs or Auto-print jobs as there is no guarantee that the user on the Scheduled or Auto-print request is actively logged in with an Epicor Client when the report is ready for printing. On-Prem customers typically setup those type of print jobs to be printed to Server managed printers thus avoiding the need for an active client connection.
Epicor Cloud customers now have a similar option (available with the last Update to 2021.2) where you can install the Edge Agent as a Network Print Service and you can define Server style printers to be serviced by the Edge Agent.
Steps to enable:
- Submit a case for Cloud Operations to enable Edge Agent Network printing.
- Once that has been setup, Download the latest Edge Agent and install it as a Network Print Service on a local Server or “always on” workstation that has internet connectivity. Part of that setup will be to link the Edge Agent with your instance of Epicor in the Cloud.
- Go to Printer Maintenance in Epicor, select your Edge Agent (you can have multiple Edge Agent Network installations - useful if you have multiple physical sites), and you will get a list of Printers that the Edge Agent can access. Select one of the printers.
- Printer Maintenance: Rinse, Repeat for as many Edge Agent printers as you want to use from Epicor.
Once you have the printers defined, you can now select them for Manual, Scheduled, or Auto-print reports.