Repeatable, standard process playbooks for the workflows that span Purchasing, Quality Control, and Accounting — written by consultants who've rolled them out across real engagements.
Before you adopt: These best practices are based on real engagement experience and a specific Epicor configuration. Validate process changes in a Pilot/test environment, and tailor roles and steps to your organization's structure before rolling out in production.
A standard process for handling supplier returns and credits in Epicor — item return → credit memo → PO-linked offset — with clear role boundaries between Quality Control, Purchasing, and Accounts Payable.
Read guide →We publish new standard process playbooks regularly. Have a process you want documented as a repeatable standard? Our consultants can help.
Ask an Expert — Free ConsultationOur consultants design and roll out repeatable Epicor process standards across your organization. Same-day response — no long-term contract required.