In the world of enterprise software, customization is key to ensuring that your systems work the way your business does—not the other way around. But too often, companies that customize their Epicor® ERP environments find themselves facing upgrade headaches, costly rework, and unexpected downtime.
That’s where Epicforce Tech comes in. We help businesses customize Epicor® the right way—with a future-proof approach that ensures your system stays adaptable, upgradable, and optimized for the long run.
Why Customization Often Breaks During Upgrades
Epicor® ERP is designed to be flexible—but every version upgrade comes with changes to its data structures, forms, logic, and APIs. If your customizations are deeply embedded in core system logic or not properly isolated, they can easily break during version changes.
Common issues during upgrades include:
- Incompatible or deprecated code
- Broken business logic (BPMs, custom scripts)
- UI personalizations not carrying over
- Third-party integrations that fail silently
- Hours of retesting and re-implementation
These problems often stem from customizations done without long-term planning, documentation, or upgrade foresight.
The Epicforce Tech Customization Philosophy
At Epicforce Tech, we don’t just implement features—you get a scalable customization strategy.
Focus Areas:
- Use of native tools where possible
- Modular, well-documented enhancements
- Clean logic separation from Epicor® core
- Upgrade-safe integrations and UI customizations
- Thorough QA and regression testing support
This approach ensures that your Epicor® system grows with you, not against you.
1. Leverage Native Epicor® Features First
Before writing a single line of custom code, we always explore what Epicor® already offers. Tools like:
- BPM (Business Process Management): Add logic and automation without modifying core code
- User-Defined Fields & Tables: Capture custom data in a clean, upgrade-friendly way
- Dashboards & BAQs: Create powerful reporting and visibility without custom scripts
- Personalizations: Tailor the UI for roles without affecting global setup
Using Epicor’s built-in capabilities ensures faster development, easier testing, and safer upgrades.
2. Modular Customizations = Future-Ready
When custom code is necessary, Epicforce Tech builds modular solutions. That means:
- Isolated logic in separate libraries or user-defined methods
- Reusable components (not hard-coded workflows)
- Loose coupling with Epicor® system objects
- Customization libraries documented and versioned
This makes your custom logic easier to maintain, test, and upgrade—no tangled dependencies.
3. Clear Documentation to Support Scalability
Many businesses lose track of what’s customized. Our team provides clear, centralized documentation for every customization, including:
- Business case for customization
- Technical structure and logic flow
- Dependencies and system impacts
- Version control and change history
This ensures your internal team or future consultants can understand, maintain, and update the logic with confidence.
4. Use Safe UI Customizations
Forms and screens can be personalized, but deep edits to native forms often cause upgrade conflicts.
Instead, we:
- Use form extensions and layered UI components
- Avoid overwriting standard screens
- Apply visual customizations using configurable tools, not hardcoded scripts
This ensures your user interface remains stable across versions, while still delivering the experience your users expect.
5. Prepare Custom Code for Upgrade Scenarios
Every Epicor® version may change APIs, event triggers, or internal tables. Our developers stay up to date on release changes and test every customization in a staging environment before an upgrade.
Our upgrade-safe strategy includes:
- Pre-upgrade compatibility review
- Refactoring legacy logic to align with new architecture
- Functional testing of BPMs and integrations
- Staging and rollback plans
This helps you avoid surprises during go-live and minimizes post-upgrade downtime.
6. Structured Integration with Third-Party Systems
Epicforce Tech ensures that third-party integrations (HR, CRM, logistics, finance platforms, etc.) are structured, documented, and designed with version control in mind.
Best practices include:
- REST-based API integrations over direct DB connections
- Middleware-based data syncing
- Logging, monitoring, and retry logic
- Automated testing scripts for version transitions
Integrations should enhance Epicor®—not become the reason upgrades fail.
7. Continuous Review & Optimization
Customization isn’t a one-time activity—it should evolve as your business grows. That’s why Epicforce Tech encourages periodic customization reviews, especially before planning an upgrade or expansion.
We help businesses:
- Identify unused or redundant logic
- Replace old code with newer native features
- Optimize performance-heavy BPMs
- Align customizations with updated business processes
You should never feel “locked in” to an old customization just because it was expensive to build. We help you keep your system lean, modern, and high-performing.
8. Test Environments, Not Production Risks
We always encourage testing customizations in staging environments that replicate your production system. Our process includes:
- Functional testing of new and existing customizations
- Upgrade simulation and compatibility tests
- Cross-version behavior testing
- Automated QA reporting where needed
This ensures you can move to a new version with confidence, not fear.
Conclusion: Upgrade Without Worry
Customization doesn’t have to come at the cost of upgrade flexibility. When done right, your ERP can be both tailored and stable. At Epicforce Tech, we bring a proven methodology that balances business need with long-term sustainability.
Whether you’re customizing for compliance, automation, or better user workflows—we make sure your Epicor® stays clean, optimized, and upgrade-ready.
Contact Us
Have custom code or UI personalizations you’re unsure about? Planning an Epicor® upgrade soon?
Call us at (888) 280-5585
Email: info@epicforcetech.com
At Epicforce Tech, we believe the right customization is one that delivers value today and continues to work tomorrow. That’s why every solution we deliver is designed with upgradeability in mind—so your Epicor® system can evolve with your business, not against it.
Read More:
6 Tips to Save Time & Money When Customizing Your Epicor Application
Benefits of Customizing Your ERP with Epicor Application Studio
How Epicforce Tech Unlocks Better Business Insights with Epicor® Reporting
Rebuilding Legacy Custom Features in Epicor®—Done Right with Epicforce Tech
From Blank System to Functional ERP—How Epicforce Tech Guides Epicor® Success
