Epicor ARM 2023.1.4 Release Guide

Setting ID 1102 (Starting OCR Retry Bookmark ID) is designed to skip retry notifications for all existing ORC documents. Retry notifications are only applicable for new OCRs.

Whenever an upgrade is performed, this setting number is automatically set by the upgrade process. Importantly, this number is set only once during the upgrade and does not require any additional manual configuration.

Should a user modify any pre-existing data generated prior to the upgrade ofOCRs with an ID lower than the retry bookmark ID, the system will not trigger retry notifications in such instances.

In the case of an Invoice created with a Purchase Order (PO) reference but no corresponding PO Receipt is found in ARM, a notification email will be sent to the requisitioner informing them about the absence of the PO Receipt. However, if the PO receipt line/s exist but cannot be matched with the invoice lines based on item name, vendor SKU, or line item total amount, a notification will be sent to users who hold the 'Receive General OCR Notification' permission.

Furthermore, ARM will trigger notifications to the Requisitioner in the event of a missing PO receipt after initial validation failures have been resolved. In other words, after each OCR retry, ARM will automatically send subsequent notifications tailored to the specific validations performed. This enhancement ensures that the Requisitioner is promptly informed of any outstanding receipts.

A new option titled ‘Never Use a PO’ has been added to the 'Invoice Automation Matching Requirements' drop-down on Vendor maintenance. When this option is selected, there will be no matching at all on the PO Number.

A new date field titled ‘Apply Date’ now appears on the Draft Invoice Header. The default is a blank value. When ARM creates the AP invoice it will validate and use the entered ‘Apply Date’ if one is supplied. If an ‘Apply Date’ is not provided, ARM will generate the invoice using the current logic.

The new 'Subtotal' field on the Draft Invoice Header represents the sum of the Extended Cost for eachinvoice line. Any modifications made to the quantity, unit cost or extended cost on the line will automatically adjust the subtotal accordingly.

New fields, namely 'Tax Liability' and 'Product Tax Category,' have been introduced into the Draft Invoice header and line.

The Tax Liability value will be defaulted from the Vendor, while the Product Tax Category will be populated based on the scanned invoice or the default settings of the Company. The user can override both of these values if necessary.

AP invoices entered against a small supplier now have a 'Small Supplier' label to indicate this.

A new field called 'Tax liability' is now available on the Requisition line. This will be defaulted from the Supplier.

Tax calculation will be based on the Tax Liability and Product Tax Category selected on the Requisition line.

A new template for the Purchase Order report has been introduced. The report will display the name and address of the purchase points.

SSRS and HTML reconfiguration is required to obtain the latest templates.