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Introducing Epicor ARM 2023.1.2
Epicor Advanced Requisition Management (ARM) automates and streamlines the requisitioning process, utilizing a Web browser to integrate with and extend the Epicor Purchasing module.
Multiple approval methods provide a flexible framework that can be configured to meet the requirements of any organization.
Via a separately licensed module, ARM also facilitates inventory transfers between Epicor locations/warehouses/sites and importing bulk data for Requisitions or Receiving via .csv files.
About this Document
This Release Guide describes the features and enhancements included in Epicor ARM 2023.1.2.
| The information in this document was accurate at the time of publication, May 30 2023, but it may change without notice. |
Browser Guide
| Browser | Version |
|---|---|
Google Chrome Recommended |
Recent Versions 110.0.5481.178 110.0.5481.104 87.0.4280.66 81.0.4044.129 80.0.3987.122 75.0.3770.100 |
Microsoft Edge |
Recent Versions 108.0.1462.54 (Official build) (64-bit) |
Internet Explorer 11 Not supported since ARM 2021.1 |
Recent Versions 11.55.17763.0 11.2273.14393.0 11.1593.14393.0 11.1198.14393.0 11.0.9600.16521 |
Mozilla Firefox |
Recent Versions |
Safari |
Recent Versions |
| Certification relates to the ability to install and use Epicor ARM with a certified product version. It does not relate to specific functions or features that may or may not be implemented or available. |
Upgrade Eligibility
To upgrade to version 2023.1.2 you need to meet the following eligibility criteria:
- Minimum Version
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Your current version must be at least 10.3.17.
If you have a lower version, you should first upgrade to 10.3.17 before proceeding further.
- Intermediate Version
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After reaching the minimum version you need to upgrade to the intermediate version 2023.1.1.62.
The intermediate version serves as a bridge between the minimum version and this version.
- This Version
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Finally, after successfully upgrading to 2023.1.1.62, you can proceed with the upgrade to version 2023.1.2.
Epicor ARM 2023.1.2
Release Date: May 30 2023
Manual Invoice Matching Requirements
A new check box called "Manual Invoice Matching Requirements" has been added on the Vendor maintenance screen. There are two options available ("No PO required" and "Require PO receipts") for Invoice generation. When the vendor has "Require PO" receipts defined, only "Add from Receipts" will be enabled. When the vendor has "No PO required" defined, both "Add from Receipts" and "Add Misc line" will be available.
Override Manual Invoice Requirements to Allow Misc. Invoice Lines
A new permission “Override Manual Invoice Requirements to allow Misc. Invoice Lines” has been introduced. Users who have this permission can bypass the setting [Manual Invoice Matching Requirements] of supplier to add Misc line to AP Invoice.
Integration Manager Error Filtering
Transaction types, which include Purchase Order, Transfer, and EDI, have been introduced to filter the transaction type.
Supply Location
A new check box "Supply Location" has been introduced on the Location maintenance. If it is checked then the location can be selected as a supply location on the transfer order. The supply Location is only applicable for non-Local Location.
A new flag "Supply Location" is added on Location import files.
Transfer Location Bin
ARM now supports that the primary bin is not required on the shipping bin for Transfers.
Multiple POs
ARM-AI OCR now supports multiple Purchase Orders (POs) at the line level. This means that multiple POs can now be parsed and retrieved from the OCR data of the same invoice.
Units Of Measurement Mapping
The purpose of UOM Mapping is to manage unknown or mismatched units of measurement (UOMs) from external systems or suppliers. The mappings allow us to define rules that can translate those mismatched UOMs into valid UOMs that ARM can utilize in Punch-out and OCR invoice processes.
ARM now prioritizes the use of global mapping rules before resorting to punchout mapping. This ensures a more comprehensive and accurate mapping process for UOMs.
Enhancement on the Data for PO Receipts Already Invoiced
A new IM job called [Sync Invoiced Receipts From Backend] has been introduced. This job should read the Invoice line data and populate the ‘InvoicedReceipt’ table. The purpose of this job is to ensure that when ARM is connected to an existing Epicor system, the receipts that have already been invoiced in Epicor are not selectable in ARM. This job should be turned on and run during the implementation of ARM and then turned off.
There is a global setting called "Enable Invoiced Receipt Sync" which is, by default, set to off. This serves as the second safeguard to ensure that this job is not unintentionally enabled.
Support 'Requisitioner' under Advanced Approval Workflow
A new criterion called "Created By" has been introduced in Advanced Approval maintenance.
Performance Enhancement on Inventory Item and Transfer
Integration performance has been improved on Inventory Item job (up to 20x for Kinetic SaaS) and Transfer job (10x speedup on Kinetic SaaS).