Epicor ERP Integration & Reports

@AwaisChaudhry

Hello, I understand that you need help with advancing your Epicor ERP system to ensure smooth data flow between core modules and the broader Epicor environment. My approach will start with creating a seamless integration using Epicor's REST API, or other methods like Service Connect and BPM directives, to synchronize key records efficiently. Once the integration is established, I'll develop the three specified SSRS reports: a Financial Report to show real-time balance sheets and P&L, an Inventory Report offering detailed insights on stock levels, and a Sales Report that tracks daily bookings and margins. Each report will have parameter filtering, offer clean exports to Excel/PDF, and will be integrated into Epicor with the required security settings. Clean documentation and deployment steps will be included to facilitate easy migration to production. What is your timeline for the project and are there any specific security requirements for the reports? Thanks,

@Herculesz

Hi I can help you build a clean, documented integration layer using Epicor REST, BAQ Data Views, and BPM directives so key records synchronise reliably across your Epicor environment. The main technical challenge is ensuring data consistency without triggering server-log errors, which I solve through controlled BPM validation and idempotent REST operations. I will also create SSRS reports using GL, PartTran, and OrderRel datasets to deliver accurate financials, inventory visibility, and daily sales insights. Each report will support parameters, secure menu access, and clean Excel/PDF exports for operational use. I ensure data parity by mapping Epicor tables carefully and validating joins across transactional modules. My experience with Epicor scripting, BAQs, and embedded SSRS allows me to produce stable .rdl assets with deployment steps your team can reuse. The result is a predictable, production-ready integration plus reliable reporting outputs. Thanks, Hercules

@idefcoinfotech

Hi — I can implement the Epicor integration and deliver the three production-ready SSRS reports you described. I have proven Epicor experience (REST API, Service Connect, BAQ/BPM) and will deliver: integration scripts/BPMs, three parameterised .rdl reports (Financial, Inventory, Sales), deployment steps, and concise hand-over notes. My approach: design integration mapping → build/safely test in your sandbox → implement ETL/BPMs with error-handling/logging → develop SSRS reports with drill-through and exports → security/menu integration → QA and documentation. Acceptance checklist I’ll meet: zero server log errors, data parity with source tables, and re-deployable artifacts + docs (<30 min redeploy). Estimate: 2–3 weeks (integration + reports) depending on sandbox access and sample data. Please share sandbox credentials, sample layouts/test data, and preferred Epicor version and integration method (REST vs Service Connect) so I can start the discovery and provide a firm timeline and fixed quote.

@FutureStation9

Hello there We would love to help extend your Epicor ERP platform and build the three production-ready SSRS reports you need. With experience integrating Epicor modules using REST API, BPMs, and BAQ Data Views, we can ensure smooth, error-free data flow across your environment. We will implement the integration backbone, develop the financial, inventory, and sales reports with parameter filtering, export functionality, and proper menu/security setup. All deliverables will include deployment steps, hand-over documentation, and user notes so your team can migrate seamlessly. We are always at your service and ready to start. Could you provide access to your sandbox environment and sample layouts to begin best regards Future Station

@tariqali0997

As an experienced Product and Project Manager who breathes Agile methodologies, I am perfectly positioned to take your Epicor ERP Integration and Reporting project to new heights. Having managed multiple successful projects with similar objectives in the past, I am intimate with the inner workings of the Epicor's toolset. Rest assured, I will leverage my expertise in their REST API and other sanctioned methods like Service Connect, BAQ Data Views, or BPM directives to deliver seamless data synchronization across all core modules. The three SSRS reports you require demand not only technical competence but also a keen understanding of business needs. Drawing from my 7+ years of experience, during which I have become an expert in financial analysis and inventory management, I guarantee production-ready reports that accurately convey real-time data from your GL and inventory systems. Not only will these reports support parameter filtering and export cleanly to Excel/PDF, but they will also boast tested security IDs ensuring only authorized access. Most importantly, my comprehensive hand-over documentation, including short user notes, will empower your team to migrate and deploy these reports in any environment in under 30 minutes. By entrusting me with your Epicor ERP project, you're assuring yourself of timely yet meticulous delivery.

@lilliiand

Hello I can assist you in writing / creating / crafting a complete, production-ready solution for your Epicor ERP enhancement needs. With extensive experience in Epicor’s REST API, BAQ Data Views, BPM directives, and Service Connect, I can build a clean, stable integration layer that synchronises your key records across modules with zero-error performance. My focus will be on delivering a documented, maintainable solution that fits seamlessly into your existing Epicor environment. Once the integration backbone is established, I will develop the three SSRS reports—Financial, Inventory, and Sales—directly inside Epicor. Each report will support parameter filtering, export cleanly to Excel/PDF, include drill-through features where required, and be deployed to the Epicor menu with correct security assignments. I will use your sample layouts, test data, and sandbox access to ensure complete accuracy. Your final deliverables will include integration scripts/BPMs, .rdl files, deployment instructions, and user notes. I guarantee data parity, error-free logs, and clear documentation so your team can redeploy the solution in under 30 minutes. Thanks.

@Specgi

I understand the vital importance of seamlessly integrating various platforms and modules, as well as the value of clean, well-documented code to ensure error-free processes. With my robust competency in Epicor's toolset and several years of experience under my belt, I'm confident in delivering an effective and comprehensive ERP integration. I've detailed insights in REST API, Service Connect, BAQ Data Views, & BPM directives that'll aid smooth records sync across your Epicor ecosystem. In terms of the SSRS reports you require; generating finance, inventory, and sales reports from real-time data demands a multitude of skills which I have aptly-honed throughout my career. From parameter filtering to drilling down for detailed part-level figures, my facility includes all prerequisites needed to create these imperative tools for your business analysis. Additionally, incorporating export capabilities to Excel/PDF and ensuring all reports are correctly incorporated into the Epicor menu with necessary security attributes are tasks I excel at.

@expertswriting45

I’m very interested in helping extend your Epicor ERP environment and delivering the integration and reports you need. With experience in Epicor REST API, Service Connect, BAQ Data Views, BPM directives, and SSRS reporting, I can ensure smooth data flow, real-time reporting, and clean deployment. Project Approach 1. Integration Between Epicor Modules I will map out the authoritative tables for each module (GL, Inventory, Sales, etc.) and define the master data for synchronisation. Integration will be implemented using Epicor’s REST API or Service Connect, depending on the best fit for stability and maintainability. BAQ Data Views or BPM directives will be used to trigger real-time updates and ensure data consistency across modules. Comprehensive documentation and version-controlled scripts will be delivered for repeatable deployment. 2. SSRS Report Development Financial Report: Real-time balance sheet and P&L using GL tables, with parameter filtering for period and company. Inventory Report: On-hand, allocations, shortages, with drill-through to part-level details. Sales Report: Daily bookings, backlog, margin by customer and product group. All reports will support export to Excel/PDF and be assigned the correct security IDs for menu integration. I will deliver .rdl files, deployment steps, and concise user notes for rapid migration to production. 3. Quality & Acceptance Criteria Zero errors in the Epicor server log after deployment.

@jepita200

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks

@jesica46

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights. Best Regards

@billybryan98

Hello Kj, I hope you are doing well. I’ve reviewed your Epicor ERP integration needs and I'm confident I can deliver a robust, well-documented backbone that uses Epicor REST API or Service Connect, BPM directives, BAQ Data Views to keep core modules in sync with your Epicor environment. I’ll build a scalable integration layer with clean scripts and BPMs, plus three production-ready SSRS reports inside Epicor: Financial (real-time GL data), Inventory (on-hand, allocations, shortages with drill-through to part detail), and Sales (daily bookings, backlog, margin by customer and product group). All reports will support parameter filtering, export to Excel/PDF, and be added to the Epicor menu with proper security IDs. Deliverables include integration scripts, BPMs, .rdl files, deployment steps, and short user notes so your team can migrate to production quickly. Sandbox builds and thorough hand-over docs will enable redeploy in under 30 minutes. I propose a focused 20-day engagement with rapid feedback loops and a go-live plan; acceptance criteria: zero Epicor server logs after deployment, data parity, and complete hand-over docs. Best regards, Billy Bryan Please feel free to contact me so we can discuss more details. I am looking forward to the chance of working together.

@Microlent

Hello, I’ll deliver a production-ready Epicor integration + three SSRS reports that give you reliable, auditable data across the platform. What I’ll build 1. A documented sync backbone using Epicor’s recommended approach (REST API + Service Connect / BPMs where appropriate), plus BAQ Data Views for reporting sources. 2. Three SSRS reports (.rdl): • Financial: Balance Sheet & P&L drawn from real-time GL (period filters, drill paths). • Inventory: On-hand, allocations, shortages with part-level drill-through. • Sales: Daily bookings, backlog, and margins by customer/product group. 3. All reports will support parameter filtering, export to Excel/PDF, and be added to the Epicor menu with correct security IDs. ⭐ QA & acceptance • I’ll validate data parity with row-level reconciliations and automated BAQ checks. • I’ll monitor server logs during test runs and adjust to keep them clean (acceptance = zero errors). • Deliverables include BPMs/integration scripts, .rdl files, deployment checklist, and short user notes so re-deploys take <30 mins. ⭐ Extra Value (included) ✅ 24-hour support during active build ✅ 3 months of free post-production support ✅ Fast deployment assistance across AWS environments If that fits, open chat and I’ll request sandbox credentials and your sample layouts so I can prepare a detailed runbook and begin work immediately. Best, Jenifer

@MirzaWaqas302

With the experience of proven Epicor integrations and SSRS development, I will design and implement a robust synchronization backbone using Epicor’s REST API (or Service Connect/BAQ/BPM where best), to reliably mirror key records across your instance, then deliver three production-ready SSRS reports (Financial: balance sheet & P&L, Inventory: on-hand/allocations/shortages with drill-through, Sales: bookings/backlog/margin) with parameters and Excel/PDF export. Deliverables: integration scripts/BPMs, .rdl files, deployment steps, test logs demonstrating data parity, and full handover docs enabling redeployment. I will validate zero server-log errors post-deploy and provide short user notes and transfer checklist for production rollout.

@eliza019

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.

@KirtikaKataria

Hi Kj, I’ve gone through the details and I’m confident in delivering exactly what you need for Epicor ERP Integration & Reports. To start, I will focus on creating a seamless integration using Epicor’s REST API to synchronize key records across your Epicor instance. Following this, I will develop three SSRS reports within Epicor: Financial Report, Inventory Report, and Sales Report, each tailored to your specific requirements. The deliverables you will receive include integration scripts/BPMs, .rdl files, deployment steps, and user notes for easy migration to production. I will ensure zero errors in the Epicor server log post-deployment, data accuracy, and comprehensive hand-over documentation for future deployments. Let’s connect to finalize the brief and begin. Best regards, Kirtika

@susank80

Hello, I’ve reviewed your Epicor ERP integration goals and I’m confident I can deliver a clean, well-documented backbone that synchronizes key records across core modules and the wider Epicor environment using Epicor REST, Service Connect, BAQ Data Views, or BPM directives. I will implement a robust data bridge with clear mapping, logging, and error handling, designed to minimize risk during deployment and ensure data parity across systems. Deliverables include: 1) integration scripts and BPMs establishing a reliable data flow between Epicor modules and the broader Epicor environment; 2) three production-ready SSRS reports embedded inside Epicor: Financial (GL-driven balance sheet and P&L), Inventory (on-hand, allocations, shortages with drill-through to part detail), and Sales (daily bookings, backlog, margin by customer/product group); 3) reports with parameter filtering, exportable to Excel/PDF, and Epicor menu integration with appropriate security IDs; 4) deployment steps and concise user notes for quick production handover. Acceptance criteria are clear: zero errors in the Epicor server log after deployment, data parity between source tables and the reports, and complete hand-over documentation enabling redeployment in under 30 minutes in another environment. If you have sample layouts and test data ready in your sandbox, I’m ready to start immediately and will coordinate closely for prompt feedback throughout. Best regards,

@manpreetkaur991

Hello, As a senior developer, I am confident that my skill set and experience make me an ideal candidate for your Epicor ERP integration and reporting project. While my expertise primarily lies in Vue.js, jQuery, and Laravel, among other technologies, my firm grasp of web development languages and databases is relevant for the job. I have a long history of working with REST APIs and manipulating data to deliver smooth, reliable integrations. Having built numerous production-ready reports in various formats throughout my career for different industries further strengthens my qualifications for your requirements. I understand the importance of your specific deliverables: clean integration scripts/BPMs and .rdl files that support parameter filtering, seamless exportation to Excel/PDF, and adherence to the correct security protocols. My ability to understand complex datasets has allowed me to handle real-time data systems efficiently while carefully designing user-friendly interfaces to present the data like you've described. Lastly, one of my greatest strengths is my knack for comprehensive documentation. Given you need concise yet clear instructions for replicating your project elsewhere, I assure you all development steps will be detailed out for easy execution and zero disruption. Thank you

@yulian035

Dear Client ❤️❤️❤️. Hire ME! I can implement a clean, fully documented integration in your Epicor ERP instance, synchronizing key records across modules using Epicor’s REST API, BAQs, BPMs, or Service Connect. I will also deliver three SSRS reports (Financial, Inventory, Sales) directly in Epicor, with parameter support, drill-through, and export to Excel/PDF. Reports will be added to the Epicor menu with correct security IDs. All deliverables will include integration scripts, .rdl files, deployment steps, and concise user documentation.

@jay8mac

This is exactly the kind of work I love doing, and I'm thrilled about assisting you with the Epicor ERP Integration & Reports project. I understand the importance of seamless data flow within your Epicor environment and the significance of accurate reports to enhance productivity. My expertise in Inventory Management, Report Development, and Data Integration align perfectly with your requirements. I am well-versed in using Epicor’s toolset to create comprehensive solutions swiftly. You can count on me to deliver outstanding results from complex ERP integrations to customized SSRS reports. Let's work together to streamline your operations efficiently. Looking forward to potentially collaborating. Regards, Jason McLachlan