Enhancing Epicor Functionality: Custom Solutions by Epicforce Tech

Enhancing Epicor Functionality: Custom Solutions by Epicforce Tech

Blog Article

Introduction: Why “Standard” Isn’t Always Enough in Epicor® ERP

Epicor® ERP is a powerful and flexible platform, but not every business can run efficiently on out-of-the-box functionality. Every company has its own processes, data flows, approval requirements, and compliance needs—and most find themselves hitting limits when trying to scale or streamline with only standard features.

That’s where Epicforce Tech comes in. Our consultants specialize in building custom solutions that extend, refine, and enhance the functionality of Epicor® ERP without disrupting core operations. In this blog, we’ll explore the types of enhancements we deliver, how we develop them, and why customizations—when done right—can be a strategic growth asset.

Section 1: When Does Epicor® Need Enhancement?

While Epicor® provides a strong foundation, there are common signs that enhancements are necessary:

• Manual workarounds and Excel tracking outside of Epicor®

• Reports that can’t be generated without IT support

• Users skipping required steps because processes aren’t aligned

• Business logic that changes frequently but can’t be automated

• Integration needs that Epicor® doesn’t support natively

Rather than “making it work,” Epicforce Tech helps businesses make it fit—efficiently and securely.

Section 2: Epicforce Tech’s Approach to Epicor® Custom Solutions

Custom enhancements must be aligned with business goals, not just technical fixes. At Epicforce Tech, our consultants follow a structured approach:

2.1 Needs Assessment

We begin with process mapping, interviews, and system usage analysis to identify:

• Gaps between system behavior and user needs

• Bottlenecks in workflows

• Compliance or reporting challenges

• Unused or underused Epicor® features

2.2 Feasibility and ROI Review

Before coding anything, we evaluate:

• Whether a native solution exists

• Risks of customization vs. standardization

• ROI of the enhancement (time saved, error reduction, process speed)

2.3 Design and Development

Using Epicor®’s:

• Business Process Management (BPM)

• Customization tools and user controls

• C# scripts and method directives

• REST API and custom services

We build clean, modular custom solutions that are easy to maintain and scalable.

2.4 Testing and Rollout

Our rollouts include:

• Sandbox testing

• Training for affected users

• Post-deployment support

• Documentation for IT governance

Section 3: Common Custom Enhancements We Deliver

3.1 Role-Based Dashboards and Views

Customized dashboards tailored to user roles—sales reps, finance managers, production leads—so each sees what they need, without noise.

3.2 Automated Workflows

• Conditional approval routes

• Escalation triggers

• Auto-generation of records (e.g., purchase orders from MRP)

3.3 Advanced Validation Rules

Prevent data errors before they enter the system with field-level logic, mandatory steps, and business rule enforcement.

3.4 Custom Reports and KPIs

Beyond standard BAQs, we develop high-performance reports with cross-module data and visual indicators for rapid insight.

3.5 Integration Extensions

Custom APIs and connectors for linking Epicor® to third-party CRMs, eCommerce platforms, logistics systems, or data lakes.

3.6 Smart Alerts and Notifications

Email or in-app notifications based on business events—low inventory, missed delivery dates, price changes, or expired approvals.

Section 4: Epicforce Tech in Action – Real-World Examples

Manufacturing: Automated Job Cost Tracking

Challenge: Teams manually tracked labor and material variances.
Solution: Epicforce Tech built a BPM that compares planned vs. actual costs in real-time and flags variances above 10%.
Result: Finance team reduced variance report prep time by 80%.

Distribution: Custom Return Authorization Workflow

Challenge: RMA process was inconsistent across teams.
Solution: We created a controlled workflow that automatically routes return requests, enforces inspection, and generates credit memos.
Result: Standardized return handling and faster credit issuance.

Services: Project Margin Visibility

Challenge: Project managers couldn’t see margin data without requesting finance reports.
Solution: Epicforce Tech delivered a custom dashboard pulling live cost data from multiple modules.
Result: PMs now adjust project scope and billing in real-time.

Section 5: Key Benefits of Enhancing Epicor® with Custom Solutions

Section 6: Epicor® Customization Best Practices by Epicforce Tech

Customization can add value—or become a liability—depending on how it’s done. At Epicforce Tech, we follow best practices to ensure success:

• Modular code that doesn’t interfere with upgrades

• Clear documentation for IT teams and auditors

• Built-in rollback mechanisms for stability

• Version control and sandbox testing

• Training and handover to internal stakeholders

Our goal is not to over-customize but to right-customize—delivering maximum impact with minimal disruption.

Section 7: Epicforce Tech vs. General ERP Providers

What sets Epicforce Tech apart?

We don't just write code—we help solve operational problems through tailored ERP solutions.

Conclusion: Customization That Drives Efficiency and Growth

Out-of-the-box ERP works for some—but growing businesses need more control, insight, and flexibility. Custom solutions developed by Epicforce Tech don’t just make Epicor® work better—they make your business run smarter.

Whether you’re aiming to reduce manual effort, improve visibility, enforce compliance, or scale your workflows—our consultants build enhancements that align Epicor® with your business model.

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