Using Business Process Management (BPM) in Epicor ERP to invoke a Service Connect Workflow
There is an option in Epicor to call a Service Connect Workflow from a BPM. The Workflows can automate processes used in Epicor that would normally have to be manually performed. Since the BPM is linked directly to the business object, when creating the Service Connect Workflow, the data needed is automatically linked to the Workflow. This makes bringing in the correct data much easier.
Recurring tasks that users would have to perform on a daily basis would be eliminated which promotes better time efficiency. Besides automating tasks, emails can be sent to alert sales people when a sales order is put on hold or when a customer is released from credit hold. Also, records can be updated based on certain criteria.
A connection can be made to a Web Site to retrieve data and have that data automatically update records in Epicor. An example is to retrieve Sales Orders from a Web Site and have the Sales Orders created automatically. A criteria can be set to reassure that no Sales Order created is duplicated. This process can be set to occur on a recurring basis.
Supplier records can also be updated through the use of spreadsheets in Service Connect. Simply create a spreadsheet with the correct information needed to update and then drop into a folder. Service Connect is set to monitor this folder for new excel documents. The workflow will engage and update the corresponding records.
An internal procedure can also be setup to utilize a Service Connect Workflow. For example, if an Accounts Payable invoice is put on hold. A BPM can be linked to the hold check box and have a Service Connect workflow email the Accounts Payable Manager or Buyer to let them know the invoice has been put on hold due to a discrepancy.