Epicor BPM Directive Inventory Worksheet
Before an Epicor upgrade or migration to Kinetic you need to know what you have. This worksheet is a working inventory of BPM directives with complexity, retest effort and a keep, rebuild or retire decision for each one.
| Directive name | Type | Object / table | Purpose | Owner | Complexity 1-5 | Retest hours | Risk score | Decision | |
|---|---|---|---|---|---|---|---|---|---|
4 | |||||||||
1 | |||||||||
24 | |||||||||
50 | |||||||||
9 |
Start from the directive list in your system, then add owners and purpose. A directive nobody can explain is a candidate to retire after a safe period of being disabled in a test system.
Upgrade readiness review
An optional review of your directive inventory and upgrade test effort.
Optional. The tool and every export work without this. No spam.
How to use the worksheet
Add one row per directive, naming the type and the object or table it is attached to. Write a short purpose and an owner. Score complexity from one to five, estimate the hours needed to retest it, and the worksheet computes a risk score. Use the decision column to plan which items to keep, rebuild, review or retire, then export to Excel for the project plan.
- One row per directive
- Name an owner for each
- Estimate retest hours honestly
- Mark unknowns as Review
Scoring complexity
A simple scheme works well. One is a single condition with one action. Three has several conditions or custom code. Five touches multiple tables, calls external systems or changes transactions in ways that are hard to reverse. Agree the scheme with your team so scores are comparable and use the same scale at each review.
Using the totals
Total retest hours turn the inventory into a project estimate for the test phase. The risk score highlights where attention should go first. If one or two directives account for most of the total, plan them as separate work items with named testers rather than leaving them for the last week.
Common mistakes
Inventories miss disabled directives and those attached to less obvious methods. Include both. Another mistake is counting only directives and forgetting customized screens, custom reports and functions. Keep a companion list for those so the upgrade estimate covers everything.
Frequently Asked Questions
How do I get a list of BPM directives in Epicor?
Use the BPM Directive maintenance screens to browse directives by type and object, and export or copy what you find into this worksheet. Include disabled ones and note their status. Check the documentation for your version for any export options.
How is the risk score calculated?
It multiplies the complexity score by the estimated retest hours for each directive. It is a planning aid, not a standard metric. Use it to rank items and to focus review time rather than as a precise measure.
Should I retire unknown directives?
Not blindly. Mark them Review, disable them in a test system, watch for impact and ask process owners. If nobody misses them after a reasonable period, retire them with a recorded decision and a backup of the definition.
Does it cover customizations beyond BPM?
Only BPM directives. Keep separate inventories for screen customizations, custom reports, UD fields and integrations, or add a type column to combine them. The same complexity and retest approach works for all of them.
If you would like a faster inventory with plain language summaries of what each directive does, Netray can help.
Related Tools
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More Epicor tools
See all- Epicor Kinetic Customization Change Request Form Template
- Epicor Kinetic Go-Live Cutover Plan Template
- Epicor Kinetic User Access Request Form Template
- Epicor Kinetic BPM Directive Inventory Worksheet
- Epicor Kinetic Scheduled Task Register Worksheet
- Epicor Kinetic Custom Report Inventory Worksheet
- Epicor Kinetic Data Migration Mapping Worksheet
- Epicor Kinetic Data Load Effort Calculator
- Epicor Business Object Services Reference
New to Epicor ERP? Start with the Epicor ERP guide and toolkit, or plan with Training Path Builder, ERP Certification Study Planner, Upgrade Path Planner.
Keep exploring
Free tools
- Epicor Kinetic BPM Directive Inventory WorksheetAn editable register of your Epicor directives with owner, purpose, risk score and review date, exportable to Excel.
- Epicor BPM Directive Overhead CalculatorSee how many milliseconds and server hours your BPM directives add per transaction and per day.
- Epicor BPM Directive Design TemplateA fill-in design document for BPM method and data directives covering trigger, conditions, actions, testing and rollback.
ERP fixes and how-tos
- Epicor BPM Data Directives and the Workflow Designer: When to Use Each, With an ExampleEpicor BPM data directives versus method directives, how the BPM Workflow Designer canvas works, and a worked example that blocks a save when data is missing.
- How to Create a BPM Method Directive in Epicor KineticHow to build a Method Directive in Epicor Kinetic: choose the business object method, pre or post processing, add conditions and actions, test, and deploy safely.
- Epicor BPM Runtime Error: Where to Look and How to Fix ItHow to diagnose an Epicor BPM runtime error: where to find it in the server log, the common causes (null reference, compile, directive order) and fixes.
Integrations
- How to add WhatsApp to Epicor KineticHow to connect WhatsApp Business to Epicor Kinetic: REST and BPM triggers, template messages, opt-in rules and two-way replies that post back to the ERP.
- How to add Microsoft Teams to Epicor KineticSend Epicor Kinetic approvals and alerts to Microsoft Teams with adaptive cards, Entra ID sign-in, BPM triggers and REST write-back that respects ERP roles.