Epicor Services: BPM
Kinetic • v10 ERP • v9 ERP • Vantage
Epicor ERP (Kinetic, v10, Vantage) BPMs are similar to macros that can run whenever a certain event occurs. And that “macro” can do anything from validating data to kicking off entire workflows. A very simple example of a BPM might be to validate that when a part record is saved that all of the fields most important to your company are filled in - if they aren’t filled in the user can get an error message letting them know exactly what they missed. In a more complex scenario, we have developed BPMs triggered off of a checkbox on the sales order line that said ‘Purchase’ resulting in a purchase order being created to the preferred vendor and automatically transmitted via email. Any time you want to put guardrails on a process or automate a workflow on transactions, you’d better believe we will be using BPMs.
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Looking for Epicor BPM custom code examples? Here's one where we create automatic journal entries via BPM. Check it out!