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Insights 2019

EECX12 - Advanced Business Process Management for Epicor ERP

Session Description

COST: There is an additional $275 fee to attend this session.Click this link to register:

This session focuses on advanced techniques users can leverage within Business Process Management (BPM). Epicor BPM identifies and improves processes to make customers business more efficient, more disciplined, and better able to adapt to change. BPM technology enables organizations to automate and streamline business processes for continuous improvement.
The BPM functionality is available on nearly every business process in the system and it activates using the Epicor Server. Whether the transaction originates from the Epicor Client or Epicor Web Services, the BPM results are the same. For this reason, Business Process Management is often the best toolset for system modifications. For example, making a field mandatory is easier to set up and maintain through a BPM method than a client customization.
The course presents a series of workshops that demonstrate the functionality available in BPMs.

OBJECTIVES: Upon successful completion of this course, you will be able to:

  • Distinguish between Method directives and Data Directives
  • Distinguish between pre-processing, post-processing and base processing method directives
  • Distinguish between standard and in-transaction data directives.
  • Create an email template and use BPM to send notifications.
  • Use the directive to default data in a newly added records.
  • Create BPM forms invoked by method directives.
  • Use Data Directives to initiate actions when updates to specific tables occur.
  • Use the Invoke BO Method action to call Business Object (BO) methods from within a directive.
  • Retrieve additional information outside the current dataset to populate custom fields.
  • Learn how to create and call Custom External Methods.

AUDIENCE: Specific audiences will benefit from this course.

  • System Administrator
  • IT/Technical Staff


  • Understanding of database concepts
  • Dashboard Knowledge
  • Basic BPM knowledge or Introduction to Epicor ERP Business Process Management extended session

PROGRAM LEVEL: Intermediate/Advanced

FIELD OF STUDY: Computer Science.


Additional Information
Extended Education
4 Hours
Session Schedule