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Epicor® BPMs

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“The straight forward approach was a relief and I appreciate how the PTS team jumped straight in despite the complex challenges we faced.  I was able to speak with Jim directly several times which provided a great amount of comfort, I never had any trouble reaching him and/or a member of his team.

The team at PTS assisted in arranging meetings in which we discussed complicated business process and procedure requirements. This sped up the improvement process significantly.  PTS’ methodology was a perfect fit to quickly and thoroughly address our needs and provide solutions.

The functional results that were produced as a result of Jim’s team were a key component in keeping operations running.  Moreover, their skills for development are extraordinary.  On top of his work, Jim’s team also provided excellent support. They dealt with questions ranging from the absolute basics to advanced easily and with an air of patience that can only be described as completely forgiving!

In short, I would have no hesitation in recommending PTS to any prospective client and I would be happy to answer any questions related to this reference.”

— Olmsted Products • Industrial Pump Industry

“General Formulations is a mid-sized manufacturing company currently using Epicor® for our manufacturing system. We have used PTS for a number of tasks including custom SSRS reports, custom dashboards, BPM’s, and Go Live Support. I have found PTS knowledgeable, talented and extremely capable in the work that they have done for our company. I have worked with Jim, Sam, Jarrad, and Glenn and found them all to be consummate professionals with great attitude and ability. I can recommend PTS with the greatest confidence to anyone looking for top-notch help in implementation and customization of Epicor®.”


“I do want to say I have been very impressed with PTS and in helping us deal with this problem. (Our consultant) has been great and I know he hasn’t been alone in assisting us on this. Your help is greatly appreciated, and PTS is a great partner.”

— General Formulations • Pressure Sensitive Films Industry

Dynamic Metals was in need of system change.  Both Culture and Processes needed improvement.  Multiple attempts have been made over the last 10 years with our current system to reimplement, upgrade and improve processes with little success.  Dynamic was stuck in manual mode and we needed assistance to break the culture and improve processes.  We met with PTS  to discuss our options.  We decided to utilize their services as they are familiar with our current system as well as the system we are in the process of implementing.  PTS  completed a thorough review of our current state understanding that we want to improve our processes using best practices with the new system.  The PTS staff has been knowledgeable, professional and is allowing us to implement with fewer resource hours from our staff.  With their assistance and guidance we have garnered enthusiasm throughout the organization for change that otherwise would have been a difficult task.  They have ensured with constant communication to mitigate any potential scheduling roadblocks in order to maintain the target schedule.  I look forward to completing the implementation and working with PTS on future improvements in our processes. I would certainly recommend PTS for consulting needs.

— Dynamic Metals • Aerospace and Defense Industry

Epicor® BPM Help and Assistance

One of the biggest benefits to Epicor®’s enterprise resource planning software is that it allows users to create customized business process management (Epicor® BPM) functions that can help streamline your workflows, improve alerting and reporting functions and many other useful things. Creating effective Epicor® BPMs requires both knowing how to create C# code within the platform, and understanding the big-picture business processes that determine the effectiveness of a new function or requirement.
What Is a Epicor® BPM?
Effectively, an BPM is a block of code inserted into the Epicor® platform that adds additional requirements or otherwise alters the way it’s used. As with any change in process or workflow, the usefulness of a BPM will be determined by whether or not it improves productivity or accountability, or is simply another piece of red tape to work around.
The challenge in creating useful Epicor® BPMs, then, is not just a technical one. It requires understanding how employees work and what will make their jobs easier. PracticalTek, LLC is an independent firm offering Epicor® consulting services that engage both sides of this equation. Not only can we create or customize bug-free BPMs, but we can also work with management to identify where additional functionality will have the most benefit.
Epicor® BPMs in Action
Let’s look at some specific examples of Epicor® BPMs we have created, and how they can help you run a more effective business:
  • Purchase order entry: A purchase order entry Epicor® BPM can require that any employee creating a new purchase order must input a due date or other critical information before saving. This ensures all information entered into the system is accurate and easy to locate for auditing purposes.
  • Customer shipment entry: A customer shipment entry BPM can automatically send an email or text to the customer when their purchase has been marked in the system as “shipped.” This keeps the customer informed, improving overall satisfaction and reducing the number of incoming requests for information to your help department.
  • Quote entry: A quote entry BPM can automatically display inventory information when a sales representative searches for a part. This helps your team provide better, more accurate service to valued customers, and lets them know when a surplus will allow them to offer a lower price.
  • Attachment changes: In Epicor® 10, a BPM is often the best way to make mass data changes. A recent PracticalTek customer found that, after changing their server name, existing attachments no longer worked. We created a BPM that searched through all records to find and change fields containing the old server name, saving considerable time and effort.
Epicor® BPMs (Business Process Management)
BPMs are really cool! They’re fast, reliable, and versatile. We like to think of BPMs as blocks of code that “sit” inside Epicor® waiting to be called into action. When called, a BPM can perform a wide range of duties. They can default fields, eliminate erroneous data, make fields required, auto-email, sync Epicor® to other environments, notify management for nearly anything you can think of, they can update or change massive amounts of data (similar to DMT), auto-format fields, and much, much more.
Purchase Order Entry
What we did: When the user saves, the BPM checks to see if there is a Due Date for the purchase order. If there isn’t, the BPM prevents the save and notifies the user that the Due Date is required.
Why is it Helpful?
It guarantees the accuracy of your data. Do you have a field that’s absolutely critical to your business? A BPM can ensure that this data is entered the first time, every time. In this case, there was a need to ensure that the purchase order line always contained a Due Date. If it was missing, the company would sometimes spend hours working through data and processes to figure out what the Due Date should have been; it cost them a lot of time and money. Much to their satisfaction, this BPM has ensured that they never have to do this again.
Sales Order Entry
What we did: After the user clicks the “Ready to Process” checkbox, a BPM checks to see if any of the Order’s line items have a discount greater than 20%. If one is found, an email is automatically sent to management for review.
Why is it Helpful?
BPMs can send emails behind the scenes based on what’s being saved/entered into Epicor®. Not only that, but the email can be incredibly detailed. In this case, the email gave management the Order Number, Line(s), the Customer’s Name, the Order Entry Person, the Part, Unit Price, Date, etc. These details empowered management to make a decision right on the spot. Do you have a need to notify management of any particular event in Epicor®? A BPM might be the solution for you.
SOE2 1
Sales Order Entry
What we did: When the user first adds an Order Line, the Sales Cat is automatically defaulted to “Products”.
Why is it Helpful?
It sped up data entry. Do your users find themselves performing the same motions over and over again? A BPM can default any field in Epicor®. The vast majority of this company’s orders had a Sales Cat of “Products”, defaulting this selection saved users from entering it in every time. Defaulting fields in Epicor® can save you a substantial amount of time.
Customer Shipment Entry
What we did: After the user checks the “Shipped” checkbox, an email is automatically sent to the customer contact to let them know that their order shipped.
Why is it Helpful?
Let your customers know the moment that their order ships. This ability has been in high demand and PTS would be happy to do this for you. It’s important to note that we also added a checkbox to the Customer Maintenance screen called “Notify when Shipped.” Before sending the email, the BPM would verify that this checkbox is checked. This was done as some customers didn’t want to be emailed.
Quote Entry
What we did: When the user saves on the Quote Entry screen, a BPM checks to see if the sales person entered a unit price lower than the target sales margin. If this is indeed the case, the BPM pops up a message notifying the user that this has occurred. The user is still allowed to save the record, but they are notified that they are under target before doing so.
Why is it Helpful?
No one likes to sell a product at a price that’s too low; this BPM helped to prevent that. Collaboration with this PTS customer brought about a formula that determined the target sales margin for all of their products. Using this formula, not only were we able to notify the sales person that the selling price is too low, but we updated them on the target margin percentage, and the absolute lowest price to meet that target.
Customer Shipment Entry
What we did: After the user checks the “Shipped” checkbox, the BPM checks to see if the Ship Via for the shipment matches the Ship Via selected for the Order. If they don’t match, management is notified via email that the Order was shipped using a different Ship Via than what was selected when the Order was put in.
Why is it Helpful?
It helps adherence to correct business flows. It was very important to this company that the Ship Via selected when the Order was created was used when the Order was actually shipped. They understood that sometimes the Ship Via would have to deviate from what was put in for the order, but they wanted management to know each time this occurred.
Case Entry
What we did: When a case is closed a series of actions kick off to close the case in Epicor®. Unfortunately, there is no single field that flags a case as closed. To remedy this we built a BPM that checks a User Defined checkbox (UD field) when the user closes a case.
Why is it Helpful?
BPMs can automatically fill in and save values to your database. This opens the door to many possibilities. Once you identify what you want to track, and when you want to track it, the BPM will do the rest. This BPM provided data that the customer needed for reporting/dashboard purposes. Going forward, they can easily create reports or dashboards for open or closed cases.
What we did: Updated over 3K records in the attachments table. This customer needed to change their server name that held their JobNum attachments. As a result, their attachments no longer worked.
Why is it Helpful?
BPMs can perform mass data changes. DMT can do this as well, but when the logic for updating a table gets tricky, we’ve found a BPM to be best suited for the task. In this case, the BPM had to go through each record in the attachments table and determine if a field started with a specific value (i.e. xFileRef.XFileName = “\\servername”). If the record was found, the BPM would change the value to its new value (i.e. “\\NEWservername”).
Sales Order Entry
What we did: After saving the Order record, a BPM would check to see if a “Drop Fee” was created. If not, the BPM would ask the user a Yes or No question, and act accordingly based on the user’s answer.
Why is it Helpful?
Epicor® 9 introduced the BPM Data Form. It is essentially a pop-up that asks the user a question (or a series of questions), and the BPM takes action based on the user’s answer. In this case, the user would answer Yes or No to the “Drop Fee” question. If Yes is selected, the BPM would create the “Drop Fee” for the order.
Quote Entry
What we did: Immediately after entering in the Part, the BPM would go out and find the Quantity on Hand (QOH) for the Part and display it to the user in a pop-up.
Why is it Helpful?
It provided better customer service. This extra piece of information quickly let the user know the direction to take when providing a quote. If the QOH was high, the user knew they could quote lower because of surplus.
Ultimately, BPMs enhance the functionality and effectiveness of the Epicor® platform. Developing them requires an in-depth understanding of how the system works.
PracticalTek is a longstanding independent consulting firm with extensive experience working in all the company’s modules and applications. We can help you make the most of your existing enterprise resource planning software by developing smarter BPMs based on your business needs. To get started, call or email our office directly and request a consultation with one of our experts at 419-557-2225 or info@practicaltek.com

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