In today’s fast-paced manufacturing and distribution environments, timely communication is the backbone of operational efficiency. Without real-time updates or alerts, teams fall out of sync, approvals get delayed, and critical issues go unnoticed. Fortunately, Epicor® ERP provides a robust toolset to automate alerts and ensure teams are always in the loop: Epicor® Business Process Management (BPM).

At Epicforce Tech, we help businesses leverage Epicor® BPM not just for automation—but for smarter communication. In this article, we’ll explore how to use Epicor® BPM notifications and alerts to build a more responsive, informed, and agile organization.

Why BPM-Based Alerts Matter in Epicor®

Traditional ERP systems are data-rich but notification-poor. Epicor® BPM changes that.

Here’s what BPM alerts can do:

Trigger real-time notifications based on user actions or system events

Ensure timely approvals and escalations

Alert teams to exceptions, errors, or anomalies

Help enforce SOPs, quality control, and compliance

Keep cross-departmental stakeholders aligned

With well-configured notifications, your Epicor® ERP becomes more than a system of record—it becomes a system of action.

Common Scenarios That Need BPM Notifications

Epicor® BPM notifications can be configured across nearly every module. Here are key use cases where alerts deliver immediate business value:

1. Delayed Shipment Notification
2. Triggers when the required ship date is missed

Notifies customer service and sales teams

Enables proactive customer communication

1. Purchase Order Approval Reminder
2. Alerts approvers when a PO is pending beyond a defined threshold

Reduces procurement delays

Can escalate to senior approvers automatically

1. Credit Limit Warnings
2. Alerts when a sales order is created for a customer over their credit limit

Notifies finance to take action or approve exceptions

Avoids unnecessary fulfillment holds

1. Low Inventory Level Alerts
2. Sends real-time alerts when key inventory items drop below safety stock

Notifies buyers to initiate reorders

Helps prevent stockouts and production delays

1. Quality Non-Conformance Alert
2. Triggers when a failed inspection or quality issue is recorded

Notifies the quality assurance team and optionally the engineering lead

Supports immediate corrective action

Each of these examples reflects how Epicor® BPM can bridge communication gaps that might otherwise cost time, money, or customer trust.

How BPM Notifications Work in Epicor®

Step 1: Define the Trigger

The first step is determining the condition or event that should generate the alert. Examples:

A specific field is updated (e.g., Ship Date, Order Status)

A new record is added (e.g., Purchase Order, Sales Order)

A condition is met (e.g., quantity below threshold, status = “Delayed”)

Step 2: Add a Condition Block

This allows the BPM to check if the criteria are met before taking further action.

For example:

If PO Total > $10,000 and ApprovalStatus = ‘Pending’

Step 3: Configure the Alert Action

Epicor® provides various alert mechanisms:

Show Message – Displays a message to the user inside Epicor®

Send Email – Sends formatted email alerts to specific users or groups

Raise Exception – Stops a transaction and informs the user

Invoke Method – Triggers another function or workflow

Step 4: Test and Monitor

Always test your BPM logic in a controlled environment. Use Epicor®’s BPM Logging to track execution success, failures, or delays.

Best Practices for Clean, Effective BPM Alerts

Not all alerts are created equal. Here’s how to keep your notifications useful (and avoid alert fatigue):

1. Be Specific and Actionable
2. Don’t just say “Something went wrong.” Tell users:

What happened

Why it matters

What they need to do next

1. Avoid Redundancy
2. If multiple BPMs trigger alerts for the same condition, consolidate them into a single alert with multiple checks.
3. Include Key Context
4. Good alerts include:

Order Number, Customer Name, Date

Current Status and User Involved

Link or reference to take action

1. Set Escalation Paths
2. If an alert is ignored for X hours or days, escalate it. Epicor® BPM can notify additional users or management after time-based conditions.
3. Use Group Mailboxes or Distribution Lists
4. Rather than assigning alerts to individuals, use team mailboxes. It ensures someone always sees the alert even if someone is out of office.

Real Results from BPM Notification

At Epicforce Tech, we’ve implemented alert-based BPMs that led to measurable improvements:

25% faster PO approvals after BPM email alerts with auto-escalation

40% reduction in late shipments due to pre-ship date alerts to logistics

70% fewer order fulfillment delays by alerting customer service on credit blocks

Audit trail for SOX compliance via exception-based alerts for GL updates

These results weren’t from just adding alerts—but from adding the right alerts with clean, optimized logic.

The Role of Epicforce Tech in Epicor® BPM Alert Design

Implementing Epicor® BPM notifications is easy to start but hard to master. Misconfigured alerts can flood inboxes, slow down workflows, or confuse teams.

That’s where Epicforce Tech comes in.

We help you:

Identify high-impact alert opportunities by process

Design clean, non-intrusive BPM workflows

Write clear, useful messaging for each alert

Integrate notifications across departments

Ensure performance doesn’t suffer from excessive BPM logic

Whether you’re starting from scratch or looking to refine an existing Epicor® setup, Epicforce Tech ensures your alerts work for your team—not against them.

Final Thoughts

Epicor® BPM notifications are a powerful but often underused tool for improving communication across teams. By using alerts wisely, you can make sure no task, exception, or approval falls through the cracks—leading to smoother operations, better compliance, and happier customers.

If your current BPM setup isn’t keeping people in the loop or is slowing down your system, it’s time to rethink your alert strategy. With the right logic, structure, and user messaging, alerts become a competitive advantage—not just a reminder system.

Need Expert Help with Epicor® BPM Alerts?

Epicforce Tech helps manufacturers and ERP teams build smart, scalable BPM alert systems that improve efficiency and drive results.

📩 Contact us for a personalized BPM audit

📞 Call: (888) 280-5585

🌐 Visit: www.epicforcetech.com