Anyone have any pointers on how to get the Expired Quote global Alert to work correctly? I’ve seen different comments on this but wondered if there is a way to get it to work without having to create a BPM. @alintz I saw your comment from 2019 and was curious how you setup the Process schedule. I couldn’t find where to launch it and add it to a schedule. Thanks!
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Sorry I can’t be too much help anymore. I no longer have any access to Epicor (and I have retired). If I recall correctly, you launch Expire Quotes from somewhere on the main menu, but instead of accepting the defaults to run it immediately, you enter a previously defined schedule that can be set to run it daily or weekly or whatever you want.