In today’s data-driven business environment, compliance and audit readiness are non-negotiable. Whether you’re navigating SOX, ISO, FDA, or industry-specific regulations, aligning your Epicor ERP system with compliance goals is critical. However, default ERP setups often fall short of meeting detailed audit trail requirements, user access controls, or industry-specific documentation mandates.
That’s where Epicforce Tech comes in. We help businesses bridge the gap between standard Epicor functionality and the real-world demands of audit and compliance — not through one-size-fits-all solutions, but through tailored customizations built to reflect your regulatory landscape.
Why Customization is Essential for Compliance in Epicor ERP
Out of the box, Epicor ERP is a powerful platform, but compliance frameworks often require:
- Customized data validation
- Role-based access control
- Enhanced audit logging
- Approval workflows
- Change tracking
- Compliance-specific reporting
Trying to manage these with spreadsheets or bolt-on tools invites risk. Epicforce Tech customizes Epicor to embed these requirements directly into your system — making compliance automatic, not an afterthought.
1. Audit-Proof Custom Workflows: Enforce Accountability
One of the first things auditors look for is workflow consistency — who approved what, when, and why.
How Epicforce Tech Helps:
- We design Epicor BPMs (Business Process Management rules) to enforce multi-level approvals.
- We ensure every transaction is timestamped and attributed to a specific user.
- Workflows are tailored by department (e.g., purchase orders vs. inventory transfers).
Result: No more missed steps or manual overrides. Every decision is tracked, verifiable, and compliant.
2. Role-Based Access: Control Who Can Do What — Precisely
Access control is at the heart of most audit and compliance frameworks (like SOX and GDPR). But default Epicor setups often grant overly broad permissions.
How Epicforce Tech Helps:
- We audit your current access levels and map them to compliance-aligned roles.
- We build granular security layers (e.g., “View-Only” vs. “Modify + Approve”) using Epicor’s security structure.
- We create audit logs of permission changes.
Result: You avoid the risk of unauthorized transactions while ensuring users only see what they need.
3. Data Validation Rules: Stop Bad Data at the Source
Incorrect or missing data can kill compliance. For example, FDA regulations require traceability; ISO audits demand correct vendor classifications.
How Epicforce Tech Helps:
- We implement custom field validation rules (e.g., “serial number required for this item class”).
- We build dropdowns, mandatory fields, and conditional logic to guide users.
- We prevent records from being saved unless they meet your standards.
Result: Clean, consistent, auditable data that holds up under regulatory scrutiny.
4. Change Logging and Traceability: Build a Digital Audit Trail
Auditors want to see who changed what, when, and why. Unfortunately, Epicor’s native logs are limited unless enhanced.
How Epicforce Tech Helps:
- We enable advanced change tracking at the database and UI level.
- Our custom logs show before and after values for all critical fields.
- We add explanations/comment boxes where required for traceability.
Result: No more guesswork during audits — everything is clearly documented.
5. Custom Reports Tailored to Compliance Requirements
Standard Epicor reports often don’t meet the format or detail level required by auditors or regulators.
How Epicforce Tech Helps:
- We build custom SSRS reports aligned with your compliance checkpoints.
- We integrate with Excel or Power BI for real-time dashboards that show compliance metrics.
- Reports are scheduled and auto-emailed to auditors or internal teams.
Result: Your reports are not just informative — they’re compliance-ready.
6. Document Management and Attachment Rules
Many compliance frameworks require storing related documentation (e.g., scanned approvals, contracts, certificates).
How Epicforce Tech Helps:
- We customize Epicor to mandate file attachments at specific steps (e.g., vendor approval forms).
- We integrate document storage policies directly into your process flow.
- We automate file-naming conventions and expiration reminders.
Result: You’re always prepared with the right documentation at the right time.
7. Compliance-Specific Module Enhancements (ISO, SOX, FDA, etc.)
Each industry and regulatory body has unique needs. A financial firm complying with SOX won’t need the same setup as a food manufacturer complying with FDA CFR 21 Part 11.
How Epicforce Tech Helps:
- We translate your industry’s compliance checklist into Epicor functionality.
- For regulated industries, we implement electronic signature controls, multi-level verification, and secure audit trails.
- We help you pass mock audits with our consultants on-call during real audits.
Result: Your ERP becomes your audit assistant, not a liability.
8. Pre-Audit System Health Check by Epicforce Tech
Before your next audit or compliance assessment, Epicforce Tech can run a comprehensive diagnostic on:
- Customizations
- Security roles
- Data completeness
- Workflow adherence
- Reporting gaps
We’ll flag risks and correct them before auditors find them — saving time, money, and reputation.
Why Choose Epicforce Tech for Compliance-Focused Epicor Customizations?
- Epicor-Certified Developers & Auditors
- Industry-Specific Compliance Knowledge (SOX, ISO, FDA, HIPAA)
- End-to-End ERP Governance Support
- Proven Experience Across Manufacturing, Distribution, and Services
- Dedicated Post-Audit Support and Documentation Assistance
When your ERP is mission-critical and non-compliance isn’t an option, Epicforce Tech helps you build Epicor systems that regulators trust.
Final Thoughts: Future-Proofing Compliance with Smart ERP Customization
Audit-readiness and compliance shouldn’t be manual or reactionary. By embedding controls, validations, and traceability within Epicor itself, Epicforce Tech helps businesses:
- Reduce audit risks
- Increase operational visibility
- Automate governance
- Build trust with regulators, customers, and stakeholders
Need help making Epicor audit-ready?
Talk to the experts at Epicforce Tech today.
Phone: (888) 280-5585
Email: info@epicforcetech.com
Read More:
Essential Epicor Customizations Every Manufacturer Should Consider in 2025
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
What Epicforce Tech Checks Before Migrating Your Epicor® Customizations
How Epicforce Tech Simplifies Complex Epicor® Logic with Modular Customizations
