# Epicor Customization Change Request Template

> Source: https://netray.co/tools/epicor-customization-change-request-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A change request form for Epicor customizations that captures the business need, impact, test plan and approvals before anyone opens the tool.

## Category

epicor

## Erp

Epicor Kinetic

## Audience

- Epicor developer
- ERP admin
- IT manager

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company

**Key:** company

**Type:** text

**Default:** Acme Precision Ltd

#### Request number

**Key:** crnum

**Type:** text

**Default:** CR-0142

#### Requested by

**Key:** requester

**Type:** text

**Default:** Plant manager

#### Date

**Key:** date

**Type:** date

**Default:** 2026-10-20

#### Epicor area

**Key:** area

**Type:** select

**Options:**

- Order management
- Purchasing
- Production management
- Inventory
- Financials
- Quality
- Reporting
- Integration

**Default:** Production management

#### Change type

**Key:** kind

**Type:** select

**Options:**

- Screen customization
- BPM directive
- Custom report
- UD field or table
- Integration
- Configuration only

**Default:** UD field or table

#### Priority

**Key:** priority

**Type:** select

**Options:**

- Low
- Medium
- High
- Production stopping

**Default:** Medium

#### Business need

**Key:** need

**Type:** textarea

**Default:** Shop supervisors need to record the fixture ID used on each job operation so repeat issues can be traced.

#### Alternatives considered

**Key:** alt

**Type:** textarea

**Default:** Standard job notes were tested but cannot be filtered or reported on.

#### Impact and dependencies

**Key:** impact

**Type:** textarea

**Default:** Job entry and shop traveler report. No integration impact. Needs a new job operation UD field and one report change.

#### Estimated effort

**Key:** effort

**Type:** text

**Default:** 3 days build, 2 days test

**Blocks:**

#### Change Request {{crnum}}

**Body:** Company: {{company}}
Requested by: {{requester}}
Date: {{date}}
Area: {{area}}
Type: {{kind}}
Priority: {{priority}}

#### Business need

**Body:** {{need}}

#### Alternatives considered

**Body:** {{alt}}

#### Impact and dependencies

**Body:** {{impact}}

#### Estimated effort

**Body:** {{effort}}

#### Test plan

**Table:**

**Columns:**

- Test
- Environment
- Tester
- Result

**Rows:**

**0:** Functional test of new behaviour

**1:** Pilot

**0:** Regression of related screens

**1:** Pilot

**0:** Report output check

**1:** Pilot

**0:** User acceptance

**1:** Pilot

#### Approvals

**Signatures:**

- Requester
- Process owner
- Epicor administrator
- IT manager

**Notes:** Always build and test in a pilot or test environment before promoting. Record the Epicor version and the date of promotion to live on the approved copy.

## Content

**Intro:** Most Epicor problems after an upgrade trace back to a small change nobody documented. A short change request that records the need, alternatives and impact makes customization a managed decision instead of a favour.

**Sections:**

#### How to use it

**Body:** The requester fills the business need in plain language and the Epicor administrator completes the type, impact and effort. Capture whether a standard setting or an existing feature could solve it first. Export the form, attach it to your ticketing record, and collect the approval signatures before development starts.

**Bullets:**

- State the need, not the solution
- Always list alternatives
- Name affected screens and reports
- Get approval before building

#### Choosing the change type

**Body:** Configuration only changes such as new codes or security settings are the cheapest and upgrade safest. UD fields and screen customizations are moderate. BPM directives and custom code carry the most behavioural risk because they run inside transactions. Choosing the lightest type that meets the need keeps the upgrade path simple.

#### Impact analysis

**Body:** List screens, reports, directives and integrations that touch the same objects. A new required field can break DMT loads and EDI imports. A report change can affect printed paperwork used by customers. Ask who else uses the process and add them to the test plan so regression coverage reflects actual use.

#### Common mistakes

**Body:** Skipping alternatives, approving without a test plan and promoting directly to live are the three most frequent failures. Another is losing the request after delivery. Keep the approved form with the object names it created, so an upgrade team can find out why something exists.

**Cta:** If you are planning an Epicor upgrade and want your customizations assessed, Netray can help classify and prioritise them.

**Faq:**

#### Why use a change request for small Epicor changes?

**Answer:** Small changes accumulate. A field here and a directive there become the upgrade risk you cannot explain later. A one page form takes minutes and leaves a record of purpose, owner and test evidence, which pays off during audits and upgrades.

#### Who should approve an Epicor customization?

**Answer:** At least the process owner who needs it and the Epicor administrator or IT owner who maintains it. Larger changes may also need finance or quality sign off if they affect costing, compliance records or controlled documents.

#### Does this replace my ticketing system?

**Answer:** No. Attach the exported form to the ticket. The template standardises the content, and your ticketing system tracks status, assignment and history. Together they give you a complete change record.

#### What should be tested before promoting?

**Answer:** The new behaviour, related screens that share objects, reports that print the affected data, imports or integrations that write the same tables, and security for users with different roles. Record who tested and in which environment.

## Search terms

epicor change request form, epicor customization request template, epicor change control template, epicor enhancement request form, epicor development request, erp change request template, epicor customization approval

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