Epicor ARM 2023.2.3 Release Guide

A first-time Python installation is a requirement with installing or upgrading to ARM 2023.2.2 or higher. This software is used with the AI Matching functionality.

The relevant Python files (Dependencies) are included within the ARM package. These must be installed manually.

Dot Net version 8 is a requirement for the installation or upgrade to ARM 2023.2.3.

An updated Precise CAB installation is required in order to obtain the latest BPMs, BAQs, and UD fields.

ARM and BIL are now compatible with the latest stable version of Dot Net 8.

A new button titled ‘+ Unreceived Line’ has been added to the AP Invoice screen.

When clicked, a search panel is then shown listing available Purchase Order Lines that have not yet been received (similar to the ‘+ from Receipts’ search function).

Selected lines will be returned as new AP Invoice lines within ARM and marked as type ‘U’.

In addition, a new permission called ‘APInvoiceUnreceivedLineType’ has been created and is required for users who wish to add Unreceived Lines to AP Invoices.

A new button titled ‘+ DMR Credit Line’ has been added to the AP Invoice screen.

This is only available when entering a Debit Memo.

Selected lines will be returned as new DMR Credit Invoice lines within ARM and marked as type ‘D’.

In addition, a new permission called ‘Add DMR Credit Lines to AP Invoices’ has been created and is required for users who wish to add DMR Credit Lines to AP Debit Memos.

ARM now incorporates buyer criteria for AP approval, retrieving buyer information directly from Purchase Order (PO) receipts.

A new check box titled ‘Use current date’ has been added near the Apply Date field. When checked the Apply Date value will switch to read-only and display the current date. On final approval, the date at the time of final approval will be recorded against the invoice, and the “Use current date’ check box will be hidden.

A new company setting titled ‘Default use current date as apply date on AP Invoices’ has been added to control the toggle mode (on or off) for this new check box that will apply for all new AP Invoices.

A new setting called ‘Task Node Handling Rule’ has been added to the AP Invoice Document Types Configuration with the following options:

ARM now tracks approval audit information and integrates this into the Kinetic memo.

A new company setting called ‘AP Workflow Memo Category’ has been added to define the Memo Category Code configured in Kinetic for the integration flow of this information.

ARM now has functionality to export and import the approval tree in JSON format.

Previously, any on-screen changes made within a Requisition were ignored when navigation to another page or screen was initiated without a save or commit action.

ARM now has a new global setting called ‘Add from catalogue behavior on change page’ with the following available options:

The Action bar on the Catalogue Maintenance search screen has a new function titled ‘Upload catalogue images’.

When clicked, a new ‘Catalogue Upload Images’ page is displayed, allowing the user to select or drag and drop files to upload. Once a selection has been made the user may click ‘Upload All’, which will initiate the upload process. The image filename will be assessed against the existing catalogue to try to identify the associated catalogue item.

Integration of the site-level Preferred vendor (if defined) from Kinetic into the ARM location-level Preferred Vendor has been introduced. A new override check box has been added to the ARM Location-level Preferred Vendor field (unchecked by default).

When unchecked, the ARM Location-level Preferred Vendor field will be read-only, implying its value is managed by the site-level Preferred Vendor in Kinetic. When checked, the ARM Location-level Preferred Vendor field will be editable and may be overwritten by an ARM administrator.

Changes to the Kinetic site-level Preferred Vendor shall not overwrite the value in ARM unless the ew override check box is unchecked.

ARM now supports Purchase Orders linked to Sales Orders.

When a Buy-to-Order (BTO) PO Suggestion is imported into ARM, the system displays the BTO link information. Subsequently, when ARM generates the actual Purchase Order, it includes the specified BTO link information.

Users also have the ability to specify the link to a Sales Order manually within a Requisition.

A new permission called ‘PurchaseForSalesOrders’ has been introduced to enable users to link the Sales Order when generating a Requisition.

Support for the Commodity Code on Requisitions (REQ) is now available. If the 'HS Commodity Code Required' setting is enabled, the commodity code becomes a mandatory field.

The HS Commodity Codes and their corresponding descriptions defined in Kinetic will now integrate into ARM.

For Inventory items listed within the ARM Catalogue, a read-only display of the HS Commodity Code and its description (as integrated from Kinetic) will be available.

For Draft Invoices and AP Invoices, the Commodity Code from the Purchase Order (PO) receipt will be brought over.

A new check box titled ‘Receive’ has been introduced on the Purchase Order.

When ‘Auto Fill Receive Quantities’ is set to true, this Received check box is ticked by default.

This allows the most common case where the user can simply click the ‘Receive’ action to receive all remaining quantities across all lines.

The user may uncheck the new ‘Receive’ check box, indicating that no receipts should be processed against that line. When unchecked, the Receive Quantity value is irrelevant. If a user decreases the Receive Quantity to 0, the check box automatically switches to unchecked and is disabled (since no receipt will be processed for that line). If a positive Receive Quantity is entered, the check box will automatically switch to a checked and enabled status.

ARM now supports the customization of email templates that are hosted on customer storage environments.

A new menu called ‘Email Template Maintenance’ has been created that allows users to edit both the title and body from the ARM interface.

ARM now provides support for a supplier’s state and purchasing approval.

The Purchase Order report now displays the ABN number for the purchasing company.

The workflow diagram has been enhanced to display the visibility of an approval node that is not the final node in the workflow within an approver’s authorized approval limit.

If the document is rejected, the ARM approval workflow visualization updates all future approval nodes with the details of that approver.