Suggest Epicare Course for Process Set and Task Scheduling

Kinetic ERP
1

I am trying to learn a bit more about the task scheduling side of Epicor. I am most interested in scheduling BAQs to run at a specific time and present the results to a specific user. I also want to look at the list of tasks that have been scheduled and remove them if needed. I am trying to find a suitable course online through Epicare. Can you suggest a course that helped you learn about task scheduling and process sets? What’s the difference and why use one or the other?
Thanks for your time!
Nate

2

I found some useful stuff in the Epicor ERP Implementation Users Guide. Under the section: Automatic Data Processing. I think this is enough info, but if you know of a good course I would love to hear about it!

1 Like
3

Thanks for sharing Nate!

4

After going through all the documentation, I still have a few questions:

If I want only one user to see a BAQ report every time she opens Epicor, how do I setup the task? From the BAQ Report window that lets you preview or print the report?

When I create a new Process Set, then I add a BAQ report to the process set, how do I know when the process set will run? Who will it run for? Just the user that setup the set?

I have a BAQ report setup to run on a “Startup” schedule, and set to recurring. This makes me think that each time I restart Epicor, I should get a popup of the BAQ report. Instead I can only see the report listed in the scheduled tasks in the system monitor. The task has no date/time set for next run on. And I never see the report print preview appear on my screen.

Thanks for your time!
Nate

5

Startup refers to the system agent startup and not the epicor instance

There is no way to schduke a report every time a user opens epicor seems kind of silly

You could do a dashboard and set that to auto launch when they open epicor that makes more sense imo

2 Likes