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Epicor Prophet 21 ERP C# Business Rules Developers

Epicor Prophet 21® Wholesale Distribution Software - C# Business Rules and DynaChange Services

As a Microsoft development shop, our engineering team is highly trained and experienced in C# .NET development services. Our P21® experts can help with custom Dynachange® screen changes and our developers can create business rules whenever needed.  We work by the hour or project, and can also help with Portal design and custom work of all types for your Prophet 21® system (please use the P21 services navigation at the bottom of this page for more info).


Sample Epicor Prophet 21 Business Rules List


(For help with business rules, customers must have purchased the business rule license).  These projects (usually written in c#) are typically limited engagements starting at a few shop hours of time designed to help with specific tasks, and/or business processes but go all the way up to complex multi-trigger or external/shared solutions.   


  • Acknowledge Date rule.

  • Add Custom Serial Number to Label

  • Add item Id change to item history, which will then allow for part number change to show in Sales History for part.

  • Alert manager when total GM% under or above threshold.

  • Alert quantity break exists for item and customer.

  • Alert to send email after Purchase Order

  • Assembly Decoder Qty Business Rule.

  • Automate standard cost updates for multiple locations.

  • Backorder Purchase Order validation rules.

  • Business Rule for Zip Code & Freight.

  • Business rule if Product Group ID is changed on location detail tab.

  • Business Rule on Auto-ship Screen, to print invoice.

  • Business rule to identify orders with specific items.

  • Calculate net cost using lowest cost.

  • Calculate promise date using a safety factor and business days.

  • Canada Tax Business Rule.

  • Control Price Overrides in Order Entry:  Block price override or Override permission by user, product group and min/max margin.

  • Custom Item Sales History using lowest cost.

  • Direct-Ship destination business rules.

  • Email Management Pick Ticket value over $15,000 and/or special item rules.

  • Item Maintenance: update all locations’ costs upon a single change.

  • Material quality control report form and document link.  Development of a Windows form that is prompted within P21. Form data is fed into P21, displayed, and extracted for reporting needs. Also includes a document link solution.

  • On the fly item creation across all locations.

  • Order Entry rule related to territory and Ship to.

  • Order Entry Unit Price Rounding Business Rule.

  • Order Entry: Create button to calculate Total Weight and Line Item Weight.

  • Order Entry: Order Entry Freight Business Rules.

  • Order Entry: Show margin in OE with standard cost as the cost basis.

  • Order Entry: Tax Jurisdiction Automation.

  • P21 Pop-Up form, triggered by a rule - for extended/custom data management anywhere in P21 (This e.g. in Vendor Supplier Maintenance).

  • Prevent pricing override for any item where a contract or special pricing library is active.

  • Prevent user from saving order if item with mismatch source and ship location.

  • Rule for Adding Credit Card Processing Fee.

  • Rule for Default Customer Email.

  • Rule for Order notes imported from a website.

  • Rule for PORG for production Order Entry.

  • Click here to check out our PORG Import Tool for Purchase Order Requirement/Generation

  • Rule Reallocating Material on Partial Pickups.

  • Sales location Business rules.

  • Search Rules: Allow user to search item by item id, item desc, extended desc and alternate code
    - Criteria: Limit result to items sold to customer specific shipto or all shiptos & Limit result to items with available stock in sales location.

  • Search Rules: Detail result display sales history data: last sales $, qty sold, unit price, and ship to info. User can select item to bring to OE line.

  • Send email alert newly canceled stock items on Point of sale.

  • Ship-To Business rules.

  • Tariff Business Rule.

  • Update showroom inventory quantity from IMI Screen.

  • Update unit price base on user input gm%.

  • Vendor Voucher Class Business Rules.

  • When a Sales Order's value is increased by <x%>,

  • Will Call split pick ticket Business rule for an ecommerce project.

  • WWMS: Prevent user from picking incorrect bin for “Rush” order.

UPS & FedEx: Address validation: on OE, Ship to maintenance, and any address maintenance.  This will show users if the address in P21 is accurate according to UPS/FedEx and the address type.  We can easily add the ability to write back the correct address to P21 if it needs corrected.  This tool prevents users from being penalized for incorrect addresses.






UPS & FedEx Inbound and Outbound freight weight rate calculation: Sends the weights and required information to the UPS/FedEx API for an estimate of shipping according to the ship from ship to and items, qty, and weights on the order.  This also breaks down the shipment by location if more than one location is used in the order.













Ability to change the order of an assembly:


















We appreciate the opportunity to be (or to become) your Partner-in-P21.


Please contact us if we can help -or- be a resource in your P21 BI & Reporting Adventures!

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