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How do workflows work in Epicor?

Updated: Feb 21, 2023

Thursday, May 21, 2020 12:00 P.M. - 1:00 P.M. Eastern


Workflow groups are a series of tasks automatically assigned and routed to ensure processes are completed on time. Within the Epicor application, they can be used in the Engineering Workbench, Case Management, CRM, and Time and Expense Entries.


On Thursday, May 21 from 12-1PM EST, EpiCenter Consultant Billy Dowling will be showing you how workflows are created and used in Epicor ERP. Some of the additional Epicor setup files reviewed in this session include:

  • Workflow Stages

  • Task Types

  • Tasks

  • Task Sets

  • Role Codes

  • Workforce

  • Employee


Missed the session? No problem! You can watch the recording below!




Want to learn more? Contact us!

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