Epicor Process Automation

The Challenge

Our client, a manufacturer of heavy material transport components, relied on manual inspection checklists to verify catalog order lines. Floor operators spent hours copying part weights, shipping regulations, and price breaks from spreadsheets into Epicor purchase orders.

This duplicate input introduced major data discrepancies. Orders were regularly delayed on the shipping dock because compliance documentation or material certifications had not been matching during parts entry.

The Solution

I designed a server-side automation suite running directly on Epicor's business objects. The solution included:

• SalesOrder.Update BPM: A Method Directive that intercepts the save event, validating customer pricing codes and automatically matching order configurations using custom C#.
• Intercompany Data Directives: Database table triggers that sync component stock requirements directly between separate factory locations.
• REST API Notifications: A custom script that generates shipping notifications and dispatches data payloads directly to logistics partners via Webhook.

The Results

By removing spreadsheets and manual audits from the ordering pipeline, the company saw immediate returns:

• Labor Reduction: Order processing times dropped from 4 hours of daily data verification to a 3-minute automated background run.
• Accuracy: Part mismatches and catalog compliance errors fell to zero.
• Production Speed: Orders are routed directly to shop assembly floor terminals in real time, reducing staging latency.