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Introducing Epicor ARM 2023.2.1
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 2023.2.1.
| The information in this document was accurate at the time of publication, August 30 2023, but it may change without notice. |
Browser Guide
| Browser | Version |
|---|---|
Google Chrome Recommended |
Last 3 Full Versions |
Microsoft Edge Mozilla Firefox Safari |
Last 3 Full 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 2023.2.2 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 2023.1.1.1.67.
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 2023.1.1.67, you can proceed with the upgrade to version 2023.2.1.
Important Upgrade Eligibility Notes
A first-time Python installation is a requirement with installing or upgrading to ARM 2023.2.
The relevant Python files (Dependencies) are included within the ARM package. These must be installed manually.
This software is used with the AI Matching functionality.
An updated Precise CAB installation is also required in order to obtain the latest BPMs, BAQs and UD fields.
Epicor ARM 2023.2.1
Release Date: August 30 2023
Kinetic 2023.2 Compatibility
ARM 2023.2.1 is compatible with Kinetic 2023.2. Kinetic version 11.2.400 has been added to the BIL configuration.
SharePoint Storage Configuration Certificate ID Update
The Certificate ID is no longer a field that requires a direct user value input. It is now generated and stored in the system by ARM when the certificate file is uploaded.
New Dashboard Links
There are two new links available for users to act on Draft invoices awaiting receipts:
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Purchase Orders raised by you with Draft Invoices awaiting Receipts
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Blanket Orders raised with Draft Invoices awaiting Releases
ARM AI-OCR Enhancements
Column Switching
Column Switching has been introduced in ARM-AIOCR. This enhancement involves the addition of column identification information to the JSON metadata.
With this update, if the values from a specific column within the JSON are incorrectly mapped to a column in the ARM UI, we now have the capability to rectify this. Users can opt to choose values from an alternate column in the JSON and seamlessly apply them to the corresponding column in ARM.
In terms of the ARM UI, every column header present on the draft invoice will now feature an "edit" button, similar to the header fields. Upon clicking this button, a dropdown list of accessible columns along with a "Clear" option is given. This feature provides users with greater control and flexibility in managing column mapping and data alignment.
Eliminating Duplicate Invoices
The ability to identify an identical Draft invoice that is already present is now an included process with the handling of new Draft invoice entries. A checksum analysis on the PDF is applied to consider the Vendor, Invoice Number and Invoice Date and determine if its content matches an existing record.
If they are identical, the system discards the new Draft invoice record and associated PDF. If they are different, a new Draft invoice record is created as per the existing ARM functionality.
Appending Lines to Draft Invoices and Line Type Toggle (Receipts/Misc)
Users have the ability to include manual lines on Draft invoices, subject to the configuration titled 'Manual Invoice Matching Requirements' and the corresponding permission labelled 'Override Manual Invoice Requirements to allow Misc. Invoice Lines.'
When the setting is configured as 'Require PO receipt', users are limited to adding manual lines solely for receipts. However, in cases where the user possesses the permission to override restrictions, they can convert such lines to manual entries.
In scenarios where the setting is designated as 'No PO required', users are free to incorporate manual lines for miscellaneous items. Furthermore, they retain the flexibility to toggle these lines to receiptbased entries, should they opt for that approach.
Support for Miscellaneous Line Charges (Update)
Support for Miscellaneous Line Charges were recently introduced within the ARM AP module.
| Installation with a separate Precise CAB file (via Kinetic) is no longer required in order to implement this Misc line charge functionality. |
Enhancement of PO Report with Tax
An enhancement for the Purchase Order report template has been created where the tax is now shown. Reconfiguration of SSRS and HTML is required in order to obtain these latest templates.
User Defined Approval Tree Node Labels
Users have the ability to edit the label/title of the tree name for each approval node in an approval tree. This provides users who are building and maintaining ARM approval trees clear visibility that allows for greater understanding of the tree’s configuration and workflow.
Support Zero Amount Handling Rule on AP
ARM now supports zero amount handling within the AP module (the same functionality that is available with Requisition). Submission of zero amounts is subject to the relevant configured option:
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Bypass Approval
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Cannot be Submitted
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Require One Level Approval
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Require Full Approval