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Introducing Epicor ARM 2023.1.3
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 2023.1.3.
| The information in this document was accurate at the time of publication, July 4 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 2023.1.3 you need to meet the following eligibility criteria:
- Minimum Version
-
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
-
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
-
Finally, after successfully upgrading to 2023.1.1.62, you can proceed with the upgrade to version 2023.1.3.
Epicor ARM 2023.1.3
Release Date: July 4 2023
ARM AI-OCR Enhancements
Send Posted Data to OCR Includes Vendor
The OCR feature has been upgraded to submit Vendor details with the full approved invoice back to ARM-AI OCR, referencing the associated OCR record with an ‘exported’ status.
ARM-AI OCR registers the Vendor on the invoice details as a valid Vendor and associates it with that record format so that in future the Vendor will be automatically identified and recommended.
OCR Currency Field Support
Draft invoices will now show the default currency as defined by the Vendor. Users can edit this currency field if desired and the AP invoice will be created based on this value.
OCR Deletion
Users can now select and deselect one or more OCR documents and delete these from the system.
SSO Method Updates for Users
A User account that is configured for Single Sign-On (SSO) can be modified to use SSO from a different Login Provider.
For example, if a User’s SSO is currently configured for Microsoft 365, it can be reconfigured to use Windows Domain AD SSO access, or Epicor IdP SSO access. More than one Login Provider can be configured for the User and selected for them to use. There is also an option to enforce Single Sign-On for the User.
These updates can be made for a single User on the User Detail page within the new Authentication section, or for multiple selected Users on the Users page (using Mass Update Users Login Provider).
The standard User importprocess (Import New Users) has also been updated to include Login Provider details. There is also a new field for setting a temporary Password for Users whose account is enabled for Application logins.
Outgoing Status Visibility for Email/EDI Transmission
ARM has enhanced the email/EDI transmission by providing more status updates on the Purchase Order header.
A new tab has been added to show the history of the PO transmission status on the Purchase Order. Additionally, a new integration manager called 'Purchase Order Email Queue Processing' is used to retry failed and pending email transmissions.
Users can also view the Purchase Order Email Queue To Supplier within Integration Manager.
Support for Miscellaneous Line Charges
Miscellaneous line charges have been introduced within the ARM AP module.
| Installation with a separate Precise CAB file (via Kinetic) is required in order to implement this Misc line charge functionality. |