Tracking Business Exceptions via Epicor® BPMS with Help from Epicforce Tech

Tracking Business Exceptions via Epicor® BPMS with Help from Epicforce Tech

Blog Article

In ERP-driven environments, consistency is key—but business exceptions are inevitable. Whether it’s a credit limit breach, a missed delivery date, or an unexpected approval bypass, these anomalies must be tracked and handled properly. Unfortunately, many organizations either ignore these exceptions or handle them manually—leading to errors, delays, and compliance risks.

That’s where Epicforce Tech comes in. Using the power of Epicor® BPMS (Business Process Management System), we help businesses automatically detect, log, and respond to exceptions as they happen—without relying on manual oversight.

In this post, we explore how Epicforce Tech uses Epicor® BPMS to make exception handling part of a reliable, scalable, and intelligent process.

---

What Are Business Exceptions in Epicor®?

Business exceptions are events that deviate from the expected or approved workflow. These may include:

• A sales order exceeding customer credit limits

• A purchase order without an associated requisition

• An invoice created for an expired contract

• Shipment delays past SLA deadlines

• Missing required fields during transaction posting

In traditional ERP setups, these events are often handled manually—or worse, completely overlooked—until consequences arise.

---

Why Exception Tracking Matters

Without systematic exception tracking, businesses face:

• Increased operational risk

• Poor customer experience

• Compliance failures

• Delayed processes

• Hidden errors that compound over time

Manual oversight is error-prone, slow, and inconsistent. Automating this through Epicor® BPMS adds both speed and control.

---

Epicforce Tech’s Approach to Exception Tracking with Epicor® BPMS

At Epicforce Tech, we turn exception management into a real-time process control system using Epicor® BPMS tools—without requiring extensive custom development.

Here’s how we do it:

Step 1: Identify the Exception Scenarios

We begin by working with stakeholders to pinpoint where exceptions occur, such as:

• Orders processed without approval

• Invoices submitted with mismatched terms

• Stock transfers missing audit references

Each scenario becomes a use case for targeted BPM logic.

Step 2: Design Detection Logic

We use Epicor® data directives and method directives to monitor fields, conditions, and user actions in real time. Our low-code logic includes:

• Conditional checks

• Threshold validation

• Data cross-matching

• Role-based evaluations

Step 3: Automate Response Actions

Once an exception is detected, our BPM logic can:

• Notify the appropriate user or group via email

• Log the incident in a dedicated exception table

• Escalate to management if no action is taken within a time window

• Stop or reroute transactions based on severity

Step 4: Build Reporting and Dashboards

Epicforce Tech also helps clients surface exceptions using:

• BAQ-driven dashboards

• Exception summary reports

• Alert logs linked to user IDs and timestamps

This ensures that exceptions are not just caught—they’re measurable and auditable.

---

Real-World Exception Handling Scenarios

Here are common business exceptions we’ve helped automate and track using Epicor® BPMS:

1. Unapproved Discounts in Sales Orders

• Detection: Order lines with discounts > approved rate

• Action: Block save, alert sales manager, log attempt

• Result: Zero unauthorized discounts processed

2. Over-budget Purchase Orders

• Detection: PO value exceeds project or department budget

• Action: Send email to finance, pause PO status

• Result: Improved budget compliance by 40%

3. Late Deliveries Beyond SLA

• Detection: Shipping date past commitment date

• Action: Notify operations manager, add to SLA breach log

• Result: Exceptions tracked in real time for vendor evaluation

4. Missing Attachments in Vendor Invoices

• Detection: Invoice submitted without required documents

• Action: Prevent posting, email AP team

• Result: Reduced reprocessing and duplicate handling

---

Benefits of Exception Tracking with Epicor® BPMS

Epicforce Tech ensures your business doesn’t just run smoothly—it catches and corrects the moments when it doesn’t.

Operational Benefits:

• Increased process transparency

• Faster issue resolution

• Elimination of silent failures

• Improved compliance and audit readiness

Strategic Benefits:

• Confidence in data integrity

• Improved decision-making with accurate records

• Consistent enforcement of business rules

• Scalable process governance across departments

---

Why Use Epicor® BPMS for Exception Management?

• Native to Epicor®: No need for third-party tools

• Low-code configuration: Fast implementation, easy to maintain

• Role-based logic: Responses tailored to user responsibilities

• Real-time monitoring: Not reactive—proactive

With Epicforce Tech, your exception-handling logic evolves with your business—keeping you agile, compliant, and efficient.

---

What Makes Epicforce Tech Different?

While others focus on automating tasks, Epicforce Tech focuses on building resilient workflows—capable of identifying and addressing edge cases.

Our consultants:

• Understand ERP exceptions from both IT and business perspectives

• Use structured logic models to ensure clarity and maintainability

• Build with scale in mind—your processes don’t get brittle as you grow

• Create dashboards and reports so you’re always in control

---

Getting Started: A Sample Exception Tracking Blueprint

We can start simple—and expand logic based on your operational needs.

---

Let Epicforce Tech Handle Your Business Exceptions Intelligently

In any ERP system, exceptions are a reality. But with the right logic and support, they don’t need to become liabilities. With Epicor® BPMS and Epicforce Tech, you get a low-code, high-impact solution to proactively manage the edge cases that slow your business down.

Don’t wait for errors to pile up—track them as they happen.

???? info@epicforcetech.com
???? (888) 280-5585
???? Learn more about our BPMS expertise

Report this page