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This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Precise Business Solutions makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Precise Business Solutions account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. Copyright © Precise Business Solutions 2025. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Precise Business Solutions.
Introducing Epicor ARM 2024.1.1
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 2024.1.1.
| The information in this document was accurate at the time of publication, April 4 2024, 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 2024.1.1 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 2023.1.1.1.69.
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 2023.1.1.69, you can proceed with the upgrade to version 2024.1.1.
Important Upgrade Eligibility Notes
BIL Version for Kinetic 2024.1
The BIL version for Kinetic 2024.1 is version 11_3_100. The BIL version for SLS is version 11_2_200_08.
AI Matching
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 8
Dot Net version 8 is a requirement for the installation or upgrade to ARM 2023.2.3+.
Updating BPM, BAQ and UD Fields
An updated Precise CAB installation is required in order to obtain the latest BPMs, BAQs, and UD fields.
Epicor ARM 2024.1.1
Release Date: April 4 2024
Kinetic 2024.1 Compatibility
Epicor ARM 2024.1.1 is compatible with Kinetic 2024.1 and SLS 2024.1.
Support Add Advanced Billing Lines
A new button titled ‘+ Add Advanced Bill’ has been added to the AP Invoice screen. When clicked, a search panel will be shown listing available Purchase Order Lines that have not yet been received.
Selected lines will be returned as new AP Invoice lines in ARM marked as type ‘A’.
In addition, a new permission called ‘APInvoiceAdvancedBillLineType’ has been created and is required for users who wish to add Advanced Billing Lines to AP Invoices.
Advanced Billing lines only allow the Extended Amount and Tax Category on the line to be changed. No other values may be edited.
Support Drop Shipment
Epicor ARM now supports the purchase order for drop ship lines. Users need to perform the drop shipment entry in Kinetic, and ARM will then integrate drop shipments from Kinetic and update the PO receipts.
Additionally, you can raise an AP for drop shipment receipts. New BPMs are required here for this functionality.
The PO report has also been enhanced to include the ship-to address on the release line.
Support BPAY
Epicor ARM will support BPAY when the AUS CSF is installed.
Fields for ‘Biller Code’ and ‘Bill Reference’ will be added to the header of the Draft Invoice and AP Invoice. These values will be updated on the Australia tab in the AP Invoice Entry.
Custom Forms Enhancements
Support for Markdown
A new custom field data type titled ‘Markdown’ has been added that allows Markdown text to be entered. A new check box property titled ‘Show On Requisition Header’ has been added to the custom field definition.
When checked, the custom field will be displayed on the main document screen near the Requisition Type field.
Support for Sections
A new area titled ‘Sections’ has been added to the custom form maintenance screen above the ‘Custom Fields’ section, and a button called ‘+ Add Section’ has been added to the Section Bar.
The ‘Edit Custom field’ form has been extended to include a ‘Section’ property that enables users to specify the section that a field will reside under.
When you click to view and edit the Requisition Type, the Custom fields will be displayed on a pop-up screen.
If the required fields for the Requisition Type are not entered, an orange warning sign will appear on the button next to the Requisition Type selected.
Once all fields have values entered, the action will turn green.
New Validation Rule
A new validation rule titled ‘Attachment is Mandatory for Non-catalogue Items’ has been introduced to the Custom Form designer.
Support Part Inspection
During the creation of a PO, inspection-required flags are tracked at the Part Class and Vendor levels to default values to the PO lines.
A ‘magnifying glass’ icon will be displayed next to the part to indicate that the part requires inspection. On the Requisition and PO lines, the 'Inspection Required' field will be shown as read-only on the line.
In ARM, users can receive a PO with parts that have the Inspection Required flag. When all the PO release lines are received the release line status is ‘Closed’, regardless of whether an inspection entry in Kinetic exists or not.
However, if you perform the receipt from Kinetic, the PO will be opened based on the 'close at release' setting in Kinetic. ARM will match the release status as per Kinetic. i.e., Inspection. The release line status will be shown as ‘Inspection’ in ARM. To close the release lines, the user needs to perform Inspection processing entry in Kinetic.
Purchase Order Confirmed
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The PO in ARM has been enhanced to include an editable check box called ‘Confirmed’. This will be bi-directionally integrated to the Kinetic ‘Confirmed’ check box.
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A new check box called ‘Auto Confirm PO’ has been added to the Vendor Maintenance in ARM. When checked, purchase orders created in ARM for the supplier will have the ‘Confirmed’ check box checked by default.
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A new company setting titled ‘Enable Auto Confirm PO for New Vendor’ has been added. When this is enabled, the new ‘Auto Confirm PO’ check box on new suppliers will default to a checked status. A new field (‘Promise date’) has been added on the PO. Users can enter the promise date and it will be updated on the PO in Kinetic.
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When the 'PO Un-Confirmed' option is set to 'Warn', a warning message will be displayed. However,when the option is set to 'STOP', the PO receipt will not be allowed.
Approval Maintenance Enhancements
Define the Number of Approvers Required for Approval
The ‘All approvers required’ check box on the Approval Maintenance screen has been changed to ‘Number of Approvers required’.
Comments Required for Approvals over Budget
When 'Can Approve Over Budget' is enabled on the Approval Maintenance screen, the 'Require Reason for Over Budget Approval' setting will be enabled as well.
When 'Require Reason for Over Budget Approval' is checked, the approvers who approve the over-budget amount must enter a reason. The reason value entered will be visible in the 'View Workflow' section.
Support for Active Approver
A new column titled 'Active Approver(s)' has been added to both the Requisition and AP Invoice search functions. Users now have the ability to export this information.
Draft Invoice Dashboard
A Sort By filter has been introduced for draft invoices, offering options for Created Date, Invoice Date and Modified Date that can be arranged in either ascending or descending order.
Default GL Behavior for Draft Invoice to AP Invoice
This new company setting provides the following options:
- Allow GL Account to default from Kinetic
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(Default) This option is the current behaviour of ARM. Setting the option means ARM will overwrite the Kinetic GL Account default with the GL Account built from the Draft Invoice, but if the Draft Invoice cannot build a fully formed GL Account Code, then the Kinetic GL Account will remain. Either way, the AP Invoice will be automatically submitted.
- Avoid auto-submit of GL Account defaulting from Kinetic
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If this option is selected the line will still be created with the default GL Account created by Kinetic, but ARM will not auto submit the Invoice.
Support the Use of the Same Packing Slip for Different Purchase Order
Epicor ARM allows the creation of a receipt that matches a receipt number that has already been used for an existing PO from the same supplier.