As an experienced Epicor Consultant, I can walk with you through your processes and help with Process Automation as well as the tools below. The Epicor Tools provide not only access to your data, but the ability to shape Epicor Kinetic to your specific business requirements. While Epicor Kinetic has many great features that come off-the-shelf, your business is unique. Your employees, managers, and executives need the right information and tools to make the right decisions in critical and day-to-day matters.

BPMs

A BPM is server side logic that helps automate your business processes. This logic can help enforce your business rules and help automate certain tasks. 
Business rules can range from preventing users from entering a large discount on a sale to requiring the completion of certain steps prior to completing another step. It is your logic, why not have Epicor Kinetic follow your rules? 
The automation can take many forms like defaulting values with the creation of new records to helping reduce the amount of steps and manual processes a user must perform. All BPM logic occurs on the server, which means that all interfaces will trigger the logic. This means a user doing a process on a standard Epicor Kinetic screen will trigger the same logic that an integration or any other process that uses the standard Business Logic. ​

Customizations

A Customization helps streamline your entry of information while adding logic to your data. The User Interface is built using Infragistics and standard Windows Forms logic. This enables you to do practically anything we can imagine. Common customizations range from hiding and moving fields to advanced programming that brings your business to life within Epicor Kinetic. 
Screen customization allows you to perform advanced calculations, display additional data, and even interact with the physical world through serial/USB devices.
Moreover, like a BPM, a customization is able to help automate tasks and perform logic with little to no user intervention.