CUSTOM EMAIL NOTIFICATIONS VIA EPICOR® BPMS: EPICFORCE TECH’S LOW-CODE SETUP GUIDE

Custom Email Notifications via Epicor® BPMS: Epicforce Tech’s Low-Code Setup Guide

Custom Email Notifications via Epicor® BPMS: Epicforce Tech’s Low-Code Setup Guide

Blog Article

For many Epicor® ERP users, automation stops at internal workflows—leaving email notifications either underutilized or over-engineered. But what if you could trigger smart, context-aware emails using Epicor®'s own BPMS (Business Process Management System), without custom coding?

That’s exactly what Epicforce Tech specializes in: building low-code, business-driven email alerts using Epicor® BPMS that keep your teams informed and your operations moving—without relying on complex development cycles.

In this guide, we’ll show how Epicforce Tech helps companies implement targeted, reliable, and intelligent email notifications using Epicor® BPMS tools—saving time, reducing manual errors, and boosting process transparency.

Why Email Notifications Matter in Epicor® Workflows

Email notifications are not just reminders—they’re essential for:

  • Keeping approvals and actions on schedule

  • Alerting users to data discrepancies

  • Informing external stakeholders of changes

  • Confirming transaction completion

  • Reducing follow-ups and manual coordination

Yet, many organizations don’t leverage this fully—either relying on third-party integrations or avoiding alerts due to poor past experiences.

That’s where Epicforce Tech makes the difference—with a strategic, low-code setup built entirely in your Epicor® instance.

The Risks of Not Having Smart Email Notifications

Without reliable email alerts, businesses often face:

  • Missed purchase order deadlines

  • Forgotten sales approvals

  • Shipment issues left unresolved

  • Manual workarounds just to “remind” people

  • Users constantly checking dashboards for updates

This leads to workflow gaps, data inconsistency, and user frustration.

What Makes Epicforce Tech’s Email Notification Setup Different?

Unlike generic scripts or third-party plugins, Epicforce Tech creates intelligent email logic using Epicor®'s built-in BPMS tools that:

  • Work natively inside Epicor®

  • Use your actual business logic (conditions, roles, actions)

  • Can be easily maintained by your internal teams

  • Are fast to deploy and low on risk

No external SMTP services. No custom code dependencies. Just clean, logic-driven automation.

Where Email Notifications Add Real Value

Epicforce Tech has implemented hundreds of email notification rules across industries. Here are just a few key use cases:

1. Sales Order Approval Alerts

  • Triggered when orders exceed pricing or discount limits

  • Sent to the assigned manager only

  • Includes order summary, customer info, and direct link

2. Vendor Payment Confirmation

  • Sent when a payment is processed

  • Includes vendor details and remittance info

  • Helps with supplier relationship transparency

3. Inventory Threshold Alerts

  • Notifies warehouse team when stock falls below reorder levels

  • Prevents shortages and keeps purchasing on track

4. Customer Shipment Notification

  • Triggered upon shipment creation

  • Includes tracking number and expected delivery date

5. AR Follow-Up Notifications

  • Sent to account managers when invoice remains unpaid past due

  • Includes customer name, invoice #, and aging

Epicforce Tech’s Low-Code Setup Guide for Email Alerts in Epicor®

Here’s how our team configures professional-grade notifications using BPMS—not scripts or external tools.

Step 1: Define the Event Trigger

We start by identifying what should cause the email:

  • Order submitted

  • Field value changes (e.g., status)

  • Data conditions (e.g., invoice age > 30 days)

We do this via method directives or data directives in Epicor® BPMS.

Step 2: Build the Business Rule Logic

Next, we create the logic tree:

  • Who should receive it?

  • Under what exact conditions?

  • What context should be included in the message?

  • When should this alert not send?

This is all done through low-code expressions, conditions, and action blocks—no scripting required.

Step 3: Compose the Email Body

We build the email using dynamic fields:

  • Order numbers

  • Customer names

  • Due dates

  • Direct ERP links (where possible)

We ensure every alert includes clear context so users know exactly what action is needed.

Step 4: Test & Simulate

Before deployment, we simulate the process to:

  • Confirm it only triggers under valid conditions

  • Prevent duplicate or spammy messages

  • Ensure data formatting is clean

Step 5: Deploy with Role-Based Visibility

Emails are configured to go only to:

  • Users with specific roles

  • External contacts if allowed

  • Groups if needed (e.g., Sales@, AR@)

Real-World Example: Missed Approvals Eliminated

Problem: A manufacturer was experiencing delays because pricing overrides needed manager approval—but no one was being alerted in real time.

Solution by Epicforce Tech:

  • Created a BPMS rule triggered when discount > threshold

  • Sent an email only to the designated manager

  • Included the order #, customer, and requested discount

  • Auto-escalated if not approved within 2 hours

Result:

  • 95% faster approvals

  • Zero missed orders due to unapproved pricing

  • Full audit trail for compliance

Benefits of Epicforce Tech’s Email Automation Approach

  • Native to Epicor®: No need to maintain third-party integrations

  • Low-Code: Easily adaptable by your team later

  • Fast to Deploy: Most alerts are live in days, not weeks

  • Business-Specific: Every rule is based on your exact processes

  • Easy to Audit: Each email event is traceable and documented

Email Notification Pitfalls We Help You Avoid

  • Emails without context

  • Alerts that trigger too often

  • Sending sensitive data to the wrong user

  • Alerts that don’t scale with business growth

  • Overlapping or conflicting BPMS logic

We’ve seen it all—and built guardrails into our setup framework to prevent it.

Epicforce Tech: Making Epicor® Notifications Work for You

Too many ERP teams either avoid email automation—or overcomplicate it. With Epicforce Tech, you get the balance:
Low-code automation that makes your team more responsive, efficient, and informed—without unnecessary complexity.

Whether you’re in finance, sales, purchasing, or operations, we build email alerts that support real decisions and real outcomes.

Let’s Build Smarter Alerts Together

Need help setting up or fixing Epicor® BPMS email notifications?

Let Epicforce Tech build it right the first time—clean, low-code, and business-ready.

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