It’s been a while since we’ve highlighted the creative possibilities that can be achieved with Epicor ECM/IDC, so I wanted to revisit the topic. Does anyone have interesting use cases they’d be willing to share? This can also serve as a space to discuss potential ways your organization is consideri…

I just recently discovered that ECM can handle multiple approval requests in parallel. For the longest time, all my approval processes were built sequentially (Approver1 first, then Approver2, etc.) because that’s what people asked for. Then I got a request for handling multiple approvers simultaneo…

Not something we have done but something I was wondering if could be done in ECM. Our supply chain team runs a baq for all the PO Sug each monday and saves the excel they export. Could this be a BAQ report paired with an APR and schedule it to run and save in ECM every monday? What would that gain …

As ECM is entirely documented based, you would need to have the BAQ results generate a document to then be stored in ECM. In order for the team to view the document from Epicor then the APR or workflow would need to determine where to attach that document. Once the link exists in Epicor then anyone …

This is quite interesting. I think the next level to this would be to identify which approvers have approved the document as part of the field group. With that you could likely design the trigger task to send reminders for outstanding approval requests to only those who have not yet responded.

The thought was a BAQ report with a APR and scheduled run. so the BAQ report would make an export of an excel file. Can that file go to ECM with out a corresponding link to an epicor item?

Forgive me as I am not aware of the specific options with BAQ reports, but if it can created as a document then it can be sent to ECM. It doesn’t have to be created as a link to an Epicor table, but without that attachment link in Epicor then anyone wishing to view the document would need to sign-in…

If there are for example 4 approvers in your group. Does the approvals required field reflect the 4 required when you request the approval from this fieldgroup?

If an email was generated by the ECM system (to the users) once the document was created in ECM, this could be a way to link the users to the document without an attachment in Kinetic.

Yes it is pretty cool because it will count that for me and when I view the document in the workflow tab for example, it will show 0/4 or 1/4 approvers in the column and as approvers take action, their names are removed from the list so it shows only the people who haven’t approved yet. I’ll have t…

These are the types of things that I would really like to see included in an evolved version of the Request Mobile Approval task. Considering that approvals are a fairly significant portion of AP Automation, but also with custom workflows for various reasons, I really wish this task was focused on f…

ECM Creative Usages

ECM

steveh (Steve Hare) June 19, 2026, 11:27am 19

We managed to use it to pass values onto the form from a URL, really unlocked a lot of solutions for us being able to do this,