When organizations need to tailor their ERP to fit specific business needs, the first instinct is often to write custom code. But in Epicor® ERP, there's a better, more sustainable way to achieve automation, validation, and process enforcement—without modifying the core application.
Using Business Process Management (BPM) tools built into Epicor®, businesses can define custom business logic that behaves just like code—without the development risks, maintenance overhead, or upgrade challenges.
In this blog, we’ll explore how Epicforce Tech helps businesses design, implement, and manage powerful business logic inside Epicor® using BPMs—without writing a single line of custom code. Why Businesses Need Custom Logic in Epicor®
ERP systems are powerful, but they’re not one-size-fits-all. Every business has its own policies, workflows, thresholds, and compliance requirements. Without customization, users often:
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Rely on manual workarounds
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Miss key validations or approvals
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Use spreadsheets to track processes outside the system
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Face audit and reporting issues due to inconsistent logic
But traditional ERP customization through hard-coded changes can be risky:
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It increases implementation time
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Makes upgrades more complex
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Requires developer intervention for even minor changes
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Introduces bugs and dependencies
That's why Epicor® BPMs are a game-changer—and why Epicforce Tech has made them a core part of our client strategy.
What Are Epicor® BPMs?
Epicor® BPMs allow organizations to create automation rules and logic inside the ERP system using a visual, rule-based designer. They are built into the application and include two main types:
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Method Directives: Triggered during specific business logic execution, such as when an order is saved or an invoice is posted.
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Data Directives: Triggered when data is inserted, updated, or deleted in database tables.
Using these, you can define business rules such as:
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"Prevent sales orders from being saved if credit limit is exceeded"
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"Auto-fill a part class based on item type"
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"Require a manager’s approval for purchase orders over a certain amount"
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"Send an alert if a shipment is delayed beyond a certain threshold"
All of this can be done without modifying source code.
How Epicforce Tech Builds No-Code Logic Using Epicor® BPMs
At Epicforce Tech, we specialize in using BPMs to deliver logic that matches your business—not generic ERP defaults. Here’s how our team turns your business needs into system behavior without writing code.
1. Business Logic Discovery
Our process begins with a deep understanding of your operational needs:
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What conditions trigger key decisions?
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Where do manual checks still exist?
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What policies need to be enforced consistently?
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Which steps could be automated safely?
We meet with stakeholders, analyze process flows, and identify gaps where BPMs can enforce or automate logic.
2. Translating Requirements into BPM Rules
Once the requirements are clear, our consultants configure BPM logic using Epicor®’s visual designer. This includes:
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Defining conditions (e.g., field value thresholds, user roles)
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Specifying actions (e.g., raise exception, set field, send email, enable flag)
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Mapping workflows to specific tables and methods
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Ensuring logic is transparent and editable without a developer
No coding required—just business rules mapped to system events.
3. Layered BPM Logic That’s Easy to Manage
Rather than combining multiple rules into a single directive, Epicforce Tech uses best practices to layer BPM logic:
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One BPM for validations
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One BPM for notifications
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One BPM for field updates
This modular approach makes it easy for your team to understand, manage, and update logic as your business evolves.
4. Real-World Testing and Optimization
We never deploy BPMs directly to live systems. Epicforce Tech creates a structured testing phase:
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Simulates business transactions in a test environment
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Tracks expected vs. actual outcomes
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Confirms user experience and alerts work as intended
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Refines conditions and actions for accuracy and speed
This avoids surprises and ensures smooth deployment.
5. Documentation and Ownership Transfer
After deployment, we don’t disappear. We deliver:
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Clear documentation on each BPM's purpose, logic, and owner
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Admin-friendly naming conventions
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Training for power users on how to monitor and edit BPMs
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Post-deployment support and version management
This builds long-term value by ensuring your team understands and controls the logic.
Examples of No-Code Business Logic We’ve Implemented
Here are real use cases from Epicforce Tech clients:
Credit Limit Enforcement on Sales Orders
Challenge: Orders were being processed without checking customer credit limits.
Solution: Epicforce Tech implemented a BPM that halted order entry and alerted finance when a limit was exceeded.
Result: 100% compliance with credit policy. Zero manual checks required.
Auto-Population of Part Class Based on Item Type
Challenge: Users were selecting incorrect part classes, leading to reporting errors.
Solution: A BPM auto-filled the correct class when the item type was chosen.
Result: Data consistency improved, and training time was reduced.
Automated Email Alerts for Late Shipments
Challenge: Delays in notifying logistics and customers about shipment issues.
Solution: A BPM was created to monitor ship dates and automatically send notifications if delayed.
Result: Response time improved by over 50%, enhancing customer satisfaction.
Approval Workflow for High-Value Purchase Orders
Challenge: Manual emails and paperwork were slowing down procurement.
Solution: Epicforce Tech implemented a BPM that triggered approval routing based on order amount.
Result: Approval cycle times dropped from days to hours.
Why No-Code Logic Matters More Than Ever
In a fast-changing business landscape, you need the ability to adjust rules and workflows without calling a developer. BPM-based automation in Epicor® offers:
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Agility to respond to business change
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Reduced reliance on IT for small adjustments
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Lower cost of ownership
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Faster deployment cycles
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Consistent enforcement of business rules
And with Epicforce Tech’s help, you can unlock all of this without writing a single line of code.
Why Choose Epicforce Tech for BPM-Based Logic
Many ERP partners can build BPMs—but Epicforce Tech designs them to match your strategy, not just your system.
We provide:
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Deep Epicor® platform expertise
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Industry-specific process understanding
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No-code best practices and naming standards
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Training for in-house maintenance
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Clean, modular logic for long-term control
Whether you need five BPMs or fifty, we build what works—and document it so your team can own it.
Contact Epicforce Tech
Looking to add powerful business logic to Epicor® without custom development?
Let us help you build automation that scales—with zero coding required.
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