Introduction: Why Customizations Need Special Attention During Epicor® Migrations
Customizations are often what make your Epicor® ERP system work for your business—not just as software, but as a strategic engine. However, when it’s time to migrate to a new version, those customizations can also be the most fragile parts of your implementation.
Whether you’re upgrading to a newer Epicor® version or migrating your entire infrastructure, moving custom code without a structured validation process can break workflows, introduce bugs, or—even worse—corrupt data.
At Epicforce Tech, we don’t just copy and paste your customizations—we evaluate, validate, optimize, and align them with your future business needs. In this blog, we’ll walk through what our team checks before migrating any Epicor® customization.
1. Business Relevance Check: Is the Custom Still Needed?
Not all customizations deserve to move forward.
We start every migration with a business fit analysis. This isn’t just a technical review—it’s about understanding your current processes and whether a customization is still aligned with your goals.
What we assess:
- Is the customization still actively used?
- Has Epicor® now added this functionality natively?
- Does the custom code align with current SOPs or have workflows changed?
- Could this be replaced with a configuration or a report instead?
Why it matters: Migrating unused or outdated customizations increases complexity and costs without adding value.
2. Technical Compatibility with the Target Epicor® Version
Epicor® evolves with every version, and so do its frameworks, database structures, and APIs. A customization that worked in 10.2 may break in Kinetic without warning.
What we validate:
- Deprecated methods or outdated event hooks
- Custom BPMs and whether they follow the latest logic flow
- Compatibility of custom service references or DLLs
- Scripted dashboards or layered menus affected by UI changes
- REST vs SOAP integration pathways
We create a version delta map to assess how core Epicor® changes affect your custom logic and dependencies.
3. Source Control and Documentation Audit
Before we move anything, we ensure that we have the complete, clean, and up-to-date source code and configuration documentation.
What we require:
- All BPMs and Method Directives exported
- UD tables and fields tracked
- BAQs and dashboards documented
- Custom report layouts and SSRS templates organized
- Any embedded scripts or third-party integrations logged
This ensures that no critical dependency gets missed during migration—and if something fails, we know exactly where and how to fix it.
4. Code Quality and Optimization Review
Migrations are the perfect opportunity to improve—not just move—your existing customizations. Epicforce Tech performs a full code review to identify inefficiencies and bottlenecks.
What we improve:
- SQL queries inside BPMs or dashboards that may need indexing or refactoring
- Code blocks that can be modularized for reuse
- Poor error handling and exception logging
- Hardcoded paths or field IDs that might break post-upgrade
- Performance hits caused by looping over datasets
We rewrite or modularize legacy code where needed to prepare your system for long-term maintainability.
5. Data Integrity and Field Mapping Validation
A common failure point in migrations is mismatched field definitions or logic assumptions that no longer hold true. Epicforce Tech ensures data and field-level validation across all custom objects.
What we analyze:
- Custom UD fields in the database schema vs. Epicor® system fields
- Field type changes or truncation risks
- Field dependencies in dashboards, reports, and BAQs
- Cross-module references (e.g., from Sales Order to Inventory)
We simulate data migration outcomes and use sandbox environments to catch issues before they hit production.
6. Business Rules & Workflow Alignment
Customizations often automate or enforce business rules. But if your business rules have evolved, the customization logic must evolve too.
What we revisit:
- BPM conditions and triggers—do they reflect your current processes?
- Approval workflows—are the right roles and users involved?
- Audit and compliance logic—is logging still sufficient for today’s requirements?
- Timers, alerts, and escalations—are they still needed, or should they be adjusted?
We ensure your workflows don’t just migrate—they make more sense post-migration.
7. Security and Access Controls Review
Security models in Epicor® may change across versions—especially in cloud or hybrid deployments. Custom logic often includes visibility rules or field-level access restrictions.
What we verify:
- User-defined security roles still enforce proper access
- BPMs and UI customizations don’t expose sensitive data
- REST APIs secured with correct tokens/roles
- Multi-company or multi-site rules haven’t been broken
Epicforce Tech hardens every customization from a security perspective before migration.
8. Performance Testing in a Controlled Environment
We don’t migrate into production without running simulated performance tests on custom logic. Epicforce Tech sets up a staging environment where all migrated customizations are benchmarked.
What we measure:
- Execution time for automated BPM processes
- Load times of dashboards or BAQ reports
- API call latency or failure rate
- Effect on database I/O and transaction volume
If something lags, we resolve it before go-live—so your team doesn’t suffer downtime.
9. UAT Planning and User Feedback Loop
No customization is complete without validation from the people who use it. We organize User Acceptance Testing (UAT) sessions for your internal stakeholders.
How it works:
- Users test custom features in sandbox
- Epicforce Tech logs feedback and makes iterative updates
- Edge cases, permission errors, or UI gaps are addressed
- Sign-off is required before moving to live
This feedback loop prevents last-minute surprises and ensures customizations are business-ready.
10. Backup, Rollback, and Contingency Plan
Even with meticulous planning, every migration must have a safety net. Epicforce Tech always implements:
Backup protocol includes:
- Pre-migration backups of all custom objects
- Ability to rollback individual customizations or the whole deployment
- Version tagging and Git-based source control snapshots
- Clear documentation of what was migrated, changed, or removed
This ensures traceability and recovery if anything unexpected happens.
Conclusion: Epicforce Tech Doesn’t Just Migrate—We Future-Proof Your Epicor® Customizations
Migrating Epicor® customizations is not about copying files or reapplying logic—it’s about aligning technology with your evolving business needs.
At Epicforce Tech, our consultants bring deep ERP expertise and a structured methodology to ensure your customizations don’t just survive the upgrade—they thrive in the new environment. We combine business insight, technical rigor, and operational discipline to guide you through the complexities of Epicor® version changes, custom logic rewrites, and workflow redesign.
If you’re planning a migration, or already facing issues post-upgrade, let Epicforce Tech help you do it right the first time.
Contact Us
To learn more, email us at info@epicforcetech.com or schedule a consultation today.
Read More:
How Epicforce Tech Simplifies Complex Epicor® Logic with Modular Customizations
Step-by-Step: How Epicforce Tech Helps You Document and Maintain Your Epicor Customizations
How Epicforce Tech’s Consultants Guide You Through Complex Epicor Customizations
Epicforce Tech Helps You Fix What the Initial Epicor® Implementation Missed
The Epicforce Tech Way: Customizing Epicor® Without Compromising Future Upgrades
How Epicforce Tech Unlocks Better Business Insights with Epicor® Reporting
