Mass Credit Information Update Runs on a Schedule with Unique Filter

skearney · March 2, 2020, 9:50pm

I want to run Mass Credit Information Update every evening on a specific filtered list of Customers at 1 am. I think I have figured out how to do everything except for how to create the filtered list it runs on. I have a query that right now I am running the BAQ, copying the results and manually pasting them into the Customer Filter section and setting the Schedule to run overnight and then submitting that. I would like to get this to where I don’t have to manually remember to do anything on a daily basis and that it will automatically run. Any help?

Aaron_Moreng · March 2, 2020, 9:52pm

Did you do a trace of where in the parameters of this process the filtered list goes?
And I assume this list is dynamic?

tanner · March 2, 2020, 9:54pm

I may be oversimplifying this, but can’t you just check the box for “Recurring” on the schedule?

Rick_Bird · March 2, 2020, 9:55pm

I thought when you scheduled a process like this, it usually retained all the Option and Filter settings.

Clarification Edit: when Recurring is enabled.

Rick_Bird · March 2, 2020, 9:56pm

Yes, that is what I was thinking … but I failed to mention the recurring checkbox

skearney · March 2, 2020, 9:56pm

I haven’t done a trace yet, I will try that. And yes this list is dynamic and will constantly be changing.

skearney · March 2, 2020, 9:56pm

That is fine but I need it to run the query itself. Right now I am manually copying and pasting in the customer’s I want to run the credit on. I don’t want to have to do that. I want it to run off the query.

skearney · March 2, 2020, 9:59pm

I do plan to make it recurring when I can figure out how to make it update the list itself based upon the query results.

skearney · March 2, 2020, 10:00pm

This is the trace when I put one customer on the list to filter by

<tracePacket>
  <businessObject>Erp.Proxy.Proc.CustomerCreditHoldImpl</businessObject>
  <methodName>SubmitToAgent</methodName>
  <appServerUri>net.tcp://ep10app02/Epicor10/</appServerUri>
  <returnType>System.Void</returnType>
  <localTime>3/2/2020 15:58:12:9088891 PM</localTime>
  <threadID>1</threadID>
  <executionTime total="258" roundTrip="116" channel="0" bpm="1" other="141" />
  <retries>0</retries>
  <parameters>
    <parameter name="ds" type="Erp.Proc.CustomerCreditHoldDataSet">
      <CustomerCreditHoldDataSet xmlns="http://www.epicor.com/Ice/300/Proc/CustomerCreditHold/CustomerCreditHold" />
    </parameter>
    <parameter name="agentID" type="System.String"><![CDATA[SystemAgent]]></parameter>
    <parameter name="agentSchedNum" type="System.Int64"><![CDATA[0]]></parameter>
    <parameter name="agentTaskNum" type="System.Int32"><![CDATA[0]]></parameter>
    <parameter name="maintProgram" type="System.String"><![CDATA[Erp.UIProc.CustCreditHoldProcess]]></parameter>
    <parameter name="CallContext" type="Ice.Bpm.Context.ContextDataSet">
      <ContextDataSet xmlns="http://www.epicor.com/Ice/300/Bpm/Context">
        <BpmData>
          <SysRowID>43ee40ad-fea5-4a3c-bea5-076fa5ac4e10</SysRowID>
        </BpmData>
      </ContextDataSet>
    </parameter>
  </parameters>
  <returnValues>
    <returnParameter name="ds" type="Erp.Tablesets.CustomerCreditHoldTableset">
      <CustomerCreditHoldDataSet xmlns="http://www.epicor.com/Ice/300/Proc/CustomerCreditHold/CustomerCreditHold">
        <CustomerCreditHoldParam>
          <CustGroupList></CustGroupList>
          <CustList>1138</CustList>
          <LogFile></LogFile>
          <TermsCodeList></TermsCodeList>
          <SysRowID>00000000-0000-0000-0000-000000000000</SysRowID>
          <AutoAction></AutoAction>
          <PrinterName></PrinterName>
          <AgentSchedNum>0</AgentSchedNum>
          <AgentID>SystemAgent</AgentID>
          <AgentTaskNum>0</AgentTaskNum>
          <RecurringTask>false</RecurringTask>
          <RptPageSettings></RptPageSettings>
          <RptPrinterSettings></RptPrinterSettings>
          <RptVersion></RptVersion>
          <ReportStyleNum>0</ReportStyleNum>
          <WorkstationID>LEANADMIN-VM-02 1</WorkstationID>
          <TaskNote></TaskNote>
          <ArchiveCode>0</ArchiveCode>
          <DateFormat>m/d/yyyy</DateFormat>
          <NumericFormat>,.</NumericFormat>
          <AgentCompareString></AgentCompareString>
          <ProcessID></ProcessID>
          <ProcessCompany></ProcessCompany>
          <ProcessSystemCode></ProcessSystemCode>
          <ProcessTaskNum>0</ProcessTaskNum>
          <DecimalsGeneral>0</DecimalsGeneral>
          <DecimalsCost>0</DecimalsCost>
          <DecimalsPrice>0</DecimalsPrice>
          <GlbDecimalsGeneral>0</GlbDecimalsGeneral>
          <GlbDecimalsCost>0</GlbDecimalsCost>
          <GlbDecimalsPrice>0</GlbDecimalsPrice>
          <FaxSubject></FaxSubject>
          <FaxTo></FaxTo>
          <FaxNumber></FaxNumber>
          <EMailTo></EMailTo>
          <EMailCC></EMailCC>
          <EMailBCC></EMailBCC>
          <EMailBody></EMailBody>
          <AttachmentType></AttachmentType>
          <ReportCurrencyCode></ReportCurrencyCode>
          <ReportCultureCode></ReportCultureCode>
          <SSRSRenderFormat></SSRSRenderFormat>
          <UIXml></UIXml>
          <PrintReportParameters>false</PrintReportParameters>
          <SSRSEnableRouting>false</SSRSEnableRouting>
          <RowMod>A</RowMod>
        </CustomerCreditHoldParam>
      </CustomerCreditHoldDataSet>
    </returnParameter>
  </returnValues>
  <paramDataSetChanges>
    <paramDataSet name="ds" useDataSetNbr="0">
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="CustGroupList"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="CustList"><![CDATA[1138]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="LogFile"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="TermsCodeList"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="SysRowID"><![CDATA[00000000-0000-0000-0000-000000000000]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="AutoAction"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="PrinterName"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="AgentSchedNum"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="AgentID"><![CDATA[SystemAgent]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="AgentTaskNum"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="RecurringTask"><![CDATA[False]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="RptPageSettings"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="RptPrinterSettings"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="RptVersion"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="ReportStyleNum"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="WorkstationID"><![CDATA[LEANADMIN-VM-02 1]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="TaskNote"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="ArchiveCode"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="DateFormat"><![CDATA[m/d/yyyy]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="NumericFormat"><![CDATA[,.]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="AgentCompareString"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="ProcessID"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="ProcessCompany"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="ProcessSystemCode"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="ProcessTaskNum"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="DecimalsGeneral"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="DecimalsCost"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="DecimalsPrice"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="GlbDecimalsGeneral"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="GlbDecimalsCost"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="GlbDecimalsPrice"><![CDATA[0]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="FaxSubject"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="FaxTo"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="FaxNumber"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="EMailTo"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="EMailCC"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="EMailBCC"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="EMailBody"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="AttachmentType"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="ReportCurrencyCode"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="ReportCultureCode"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="SSRSRenderFormat"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="UIXml"><![CDATA[]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="PrintReportParameters"><![CDATA[False]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="SSRSEnableRouting"><![CDATA[False]]></changedValue>
      <changedValue tableName="CustomerCreditHoldParam" rowState="Added" rowNum="0" colName="RowMod"><![CDATA[A]]></changedValue>
    </paramDataSet>
  </paramDataSetChanges>
  <serverTrace>
    <Op Utc="2020-03-02T21:58:13.3429278Z" act="Erp:Proc:CustomerCreditHold/CustomerCreditHoldSvcContract/SubmitToAgent" dur="68.8701" cli="10.13.12.162:56646" usr="skearney" machine="EP10APP02" pid="21244" tid="264" xmlns="" />
  </serverTrace>
</tracePacket>

<tracePacket>
  <businessObject>Ice.Proxy.BO.ReportMonitorImpl</businessObject>
  <methodName>GetRowsKeepIdleTime</methodName>
  <appServerUri>net.tcp://ep10app02/Epicor10/</appServerUri>
  <returnType>Ice.Tablesets.ReportMonitorTableset</returnType>
  <localTime>3/2/2020 15:58:17:9051747 PM</localTime>
  <threadID>11</threadID>
  <executionTime total="29" roundTrip="16" channel="6" bpm="0" other="7" />
  <retries>0</retries>
  <parameters>
    <parameter name="whereClauseSysRptLst" type="System.String"><![CDATA[((PrintDriver='TEXT' AND (AutoAction='PRINT' OR AutoAction='PREVIEW')) OR (PrintDriver='CRYSTAL' AND (AutoAction='PRINT' OR AutoAction='AUTOPRT' OR AutoAction='PREVIEW' OR AutoAction='AUTOPRV')) OR (PrintDriver='EPIFIN' AND (AutoAction='PRINT' OR AutoAction='PREVIEW')) OR (PrintDriver='BARTENDER' AND (AutoAction='AUTOPRT' OR AutoAction='AUTOPRV')) OR (PrintDriver='EDI' AND AutoAction<>'') OR (PrintDriver='SSRS' AND (AutoAction='PREVIEW' OR AutoAction='PRINT') AND LastAction='SSRSREADY')) AND WorkStationID='LEANADMIN-VM-02 skearney']]></parameter>
    <parameter name="pageSize" type="System.Int32"><![CDATA[0]]></parameter>
    <parameter name="absolutePage" type="System.Int32"><![CDATA[0]]></parameter>
    <parameter name="morePages" type="System.Boolean"><![CDATA[False]]></parameter>
  </parameters>
  <returnValues>
    <returnParameter name="returnDS" type="Ice.BO.ReportMonitorDataSet">
      <ReportMonitorDataSet xmlns="http://www.epicor.com/Ice/300/BO/ReportMonitor/ReportMonitor" />
    </returnParameter>
    <returnParameter name="morePages" type="System.Boolean"><![CDATA[False]]></returnParameter>
  </returnValues>
  <serverTrace>
    <Op Utc="2020-03-02T21:58:18.2650664Z" act="Ice:BO:ReportMonitor/ReportMonitorSvcContract/GetRowsKeepIdleTime" dur="7.1475" cli="10.13.12.162:56978" usr="skearney" machine="EP10APP02" pid="21244" tid="264" xmlns="" />
  </serverTrace>
</tracePacket>

tanner · March 2, 2020, 10:08pm

It appears the customer number is in the CustList value in the CustomerCreditHoldParam dataset. I would set the job to recurring and create a utility to manipulate the value(s) in the list. Unfortunately, it is the customer number, not ID.

Mark_Wonsil · March 2, 2020, 10:14pm

I’d be curious what that trace looks like with two customers… Delimited list or additional record?

tanner · March 2, 2020, 10:17pm

Good point. I would guess it’s delimited with a tilde but not sure

Aaron_Moreng · March 2, 2020, 10:25pm

If you want a programmatic solution, it could definitely be done. I’m not sure the juice is worth the squeeze especially if you can copy/paste.
But if it were me and I needed a programmatic solution, I’d use User Process Scheduler (or some hacky uBAQ on a schedule) to execute code that returns a list from a BAQ and then builds out he code to submit the process with the list of customers inserted into it.