Epicor® ERP is a powerful system, but to unlock its full potential, companies must go beyond out-of-the-box functionality. That’s where Business Process Management (BPM) plays a crucial role. BPM lets organizations create rules, validations, alerts, and automation tailored to their exact operational needs—without heavy code or invasive customizations.
At Epicforce Tech, we’ve helped businesses across industries implement Epicor® BPMs that streamline processes, improve compliance, and eliminate costly errors. In this article, we share 5 real-world BPM case studies, each highlighting a unique challenge, the BPM solution applied, and the measurable outcome.
These stories provide practical insight into what Epicor® BPM can do when implemented with purpose and precision.
Case Study 1: Auto-Blocking Shipments on Credit Hold
Industry: Industrial Equipment Manufacturing
Department: Sales & Finance
The Challenge:
The client had frequent issues where sales orders were shipped to customers with outstanding payments, negatively impacting cash flow and increasing collection workload.
The BPM Solution:
Epicforce Tech created a condition-based BPM triggered during the order release process. If a customer’s credit hold flag was active or their account balance exceeded the credit limit, the BPM automatically prevented shipment release.
Outcome:
100% compliance with credit policy
Reduced bad debt write-offs by 37% in the first 6 months
Finance team no longer had to manually review every order
Key Feature Used:
Pre-processing directive on
SalesOrder.UpdateRaise Exception with custom user message
Case Study 2: Inventory Reorder Alert Based on Dynamic Min Levels
Industry: Consumer Goods
Department: Inventory & Procurement
The Challenge:
Warehouse teams often missed reordering critical raw materials due to static safety stock settings. This caused unexpected production halts.
The BPM Solution:
Epicforce Tech implemented a post-processing BPM that triggered whenever inventory levels were updated. The BPM compared on-hand quantity to a calculated minimum level (based on average monthly usage) and sent email alerts to the procurement team.
Outcome:
58% reduction in raw material stockouts
Proactive reordering without waiting for manual checks
Real-time alerting improved supplier lead time alignment
Key Feature Used:
Post-processing directive on
PartBin.UpdateEmail notification with calculated fields
Case Study 3: Preventing Incomplete Purchase Orders from Approval
Industry: Aerospace & Defense
Department: Purchasing
The Challenge:
Users often submitted Purchase Orders missing mandatory data such as vendor codes, cost codes, or line item descriptions. This delayed approvals and caused reconciliation issues.
The BPM Solution:
Epicforce Tech designed a BPM that validated the completeness of each PO line. If any required fields were missing, it raised an exception with clear error messages to the user.
Outcome:
92% decrease in incomplete PO submissions
Streamlined procurement cycle
Reduced back-and-forth between requesters and approvers
Key Feature Used:
Pre-processing BPM on
POHeader.UpdateMultiple conditional blocks and exception messages
Case Study 4: Enforcing GL Account Accuracy in Journal Entries
Industry: Food & Beverage
Department: Finance
The Challenge:
Accounting staff sometimes posted entries using incorrect GL combinations, leading to reconciliation headaches and additional month-end rework.
The BPM Solution:
Epicforce Tech built a BPM to validate journal entries before posting. The BPM checked if the GL combination aligned with department, region, and cost center codes, as defined in a master GL rule table.
Outcome:
75% reduction in journal entry corrections
Fully compliant chart-of-accounts usage
Shortened monthly close process by 2 days
Key Feature Used:
Data directive on
GLJrnDtlCustom query and Raise Exception logic
Case Study 5: Automating Quality Control Notifications
Industry: Medical Device Manufacturing
Department: Quality Assurance
The Challenge:
Non-conformance issues discovered during inspections were logged but not promptly addressed due to delays in notification and unclear responsibility.
The BPM Solution:
Epicforce Tech implemented a BPM that triggered when a non-conformance was logged. The BPM auto-assigned a responsible QA engineer, sent an email summary, and set a due date for corrective action.
Outcome:
Reduced average resolution time for NCRs by 41%
Improved traceability and accountability in QA
Audit-readiness enhanced with BPM-driven logs
Key Feature Used:
Post-processing BPM on
Inspection.UpdateEmail + task creation logic using BPM Action Designer
What These Case Studies Prove
Each of these real-world BPM implementations had one thing in common: they delivered tangible value without adding technical debt. Instead of building custom modules or modifying Epicor® source code, these organizations used the power of BPM to:
Automate repetitive tasks
Enforce policies across departments
Improve data accuracy and process speed
Reduce manual oversight and human error
Ensure consistent and scalable operations
At Epicforce Tech, this is the core of how we approach BPM: clean, lean, and built to last.
Why Epicforce Tech?
We don’t just implement BPMs—we align them with your business strategy.
Working with Epicforce Tech gives you:
Strategic guidance on when to use BPM vs. customization
Lean logic design to avoid ERP performance issues
Cross-module implementation experience
Documented workflows and training for in-house teams
Scalable solutions that stay reliable after upgrades
Whether you're automating approvals, enforcing compliance, or improving operational controls, our BPMs are designed to create long-term ROI.
Final Thoughts
Epicor® BPM isn’t just a developer’s tool—it’s a business enabler. When designed and implemented with clear objectives, BPM can solve high-impact problems with minimal disruption.
These five case studies show how Epicor® BPM, done right, can deliver measurable improvements in efficiency, accuracy, and compliance. From inventory and finance to quality control and procurement, the possibilities are endless.
If you’re looking to fix manual gaps, streamline workflows, or gain better control over your ERP processes, BPM might be your answer. And Epicforce Tech is here to help you do it right.
Ready to Transform Your ERP with BPM?
Let Epicforce Tech help you uncover automation opportunities and build BPMs that actually work for your business.
? Get a free BPM use-case consultation
? Call: (888) 280-5585
? Visit: www.epicforcetech.com
