automation | integration
Codeless Platforms’ BPA Platform facilitates integration and automation between Epicor ERP and other business systems, applications and web services. Just a few examples of Epicor ERP integration scenarios that users request include:
CAD | PLM export of bill of material to Epicor PDM.
Accounting, CRM and warehouse management integration.
eCommerce integration and automated order management processing.
Automate the importation and management of customer data, vendor information, bills of material, routings, and GL chart of accounts.
Courier service integration and automated fulfilment processing.
Automate order processing, purchase order approvals and payment processing.
Automatically import and export all sales orders between systems.
Integration with an industry specific or bespoke application e.g. supplier/customer database.
DATA INTEGRATION AND SYNCHRONISATION
Through a ‘codeless’ environment and specialist connector tools or web services (REST or SOAP), organisations can slash the cost of data integration and synchronisation whilst simultaneously safeguarding the upgrade path of their primary application(s).
Drag and drop experience
A full drag and drop user experience so integration steps are visually represented within a wider automated process.
A set of transform functions that can be dragged onto the mapping area to change the data between input and output.
REPORT AND DOCUMENT AUTOMATION
The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.
Drag and drop scheduler
Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.
Automate reporting tools
Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.
Save and send
Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.
The Notifications & Alerts capability provides you with the ability to automatically distribute email and SMS messages 24/7, 365 days a year.
Build HTML and plain text notifications and alerts using an easy-to-use editor. No coding required.
Multiple delivery methods
Send notifications and alerts via multiple channels including email, SMS or compatible messenger APIs.
Memory and escalation
Capture everything that happens and action where escalation is required.
NOTIFICATIONS AND ALERTS
WORKFLOW AND HUMAN INTERACTION
Whether your workflow process involves a single level or a multistage workflow authorisation process, our capability enables you to start small but scale quickly.
No coding required
Simple drag and drop, point and click workflow editor. No coding required.
Workflows that automatically comply with desktop, mobile and tablet devices.
Multi-level workflow authorisations
Pre-configured groups of approvers that can be modified by end users.
BPA Platform empowers you to achieve more by doing less, so you can work smarter not harder.
Allow employees to concentrate on activities that are important by providing your business with the tools it needs.
Save your organisation time and money by removing repetitive manual administration from employee workloads. Achieve robust, reliable and repeatable data mapping and manipulation.
Drive strategic business goals and improve decision making to improve ROI and increase company performance.
Eradicate human error and enforce company procedures to reduce exposure to financial risk.
Reduced bespoke development time and costs with protected future upgrade paths.