Epicor ARM 2024.1.3 Release Guide

The existing logic has not changed. Any fields that are populated and checked will still be used to default values onto new lines as they are added.

The Pin on the lines has been removed and new check boxes to control ‘Select all' and 'Deselect all' actions have been added to the interface.

'Apply selected fields to lines' at the header default has been renamed to 'Apply selected fields to selected lines'. When clicked, this will only apply the selected defaults to the lines with the 'selected' check box flagged.

A long-running strategy has been implemented for PO integration.

PO integration now operates within a standard 10-second window. If integration requires more time beyond this, ARM automatically switches to a long-running strategy. This strategy monitors the ongoing process in BIL and updates the PO record in ARM once the integration in BIL is complete.

This enhancement offers a significant benefit: ARM will no longer be blocked by large PO integrations. Even when ARM is processing a large PO in the background, it remains open to handle additional PO integration requests.

In addition, there is an enhancement of marking failed PO transactions that includes a call to Kinetic to perform basic checks, such as:

If there is a mismatch in any of the above conditions, a warning will appear, allowing the user to choose whether to proceed with marking the PO as integrated.

When marking the PO as integrated, the Kinetic references are set back to the ARM PO.

When initiating a Change Order, the PO header-level fields are now copied into the header ‘Defaults’. If any line-level header field is changed on any or all lines, ARM will display the following warning: "<Field> on Change Orders must be the same on all lines. Update all lines to this value?"

Upon approval, ARM will update the merge logic to ensure that any changed line-level header fields are updated on the existing purchase order.

A new setting has been introduced for inventory GL masking titled ‘Use ARM’s GL defaulting logic on inventory items’.

Enabling this setting will prompt ARM to use the ‘GL Account Mask Sequence’ for inventory items, similar to non-inventory items.

The Requisition Vendor search has a new parameter to include searching by Tax ID.

For Draft Invoices, users can now search by the reviewer name when the status is 'Review in Progress'.

Users now have the ability to activate or deactivate locations directly from the ARM interface.

A status flag is available to represent both the Kinetic state and the local location state, allowing for clear identification of inactive locations.

Additionally, a checkbox has been added to the location maintenance listing (with a ‘Select All’ option) and an action in the top bar to ‘Activate’ or ‘Deactivate’ the selected locations.

Users can now export a list of vendors, make bulk updates to the vendor data, and then re-import the updated information back into Epicor ARM.

On the Purchase Order Line screen, ARM now displays the breakdown of PO line miscellaneous charges from Kinetic.

A new column titled ‘Misc. Charge’ has been added to display any miscellaneous charges for each line item. In addition, a ‘Total’ column has been added to the right of the ‘Misc. Charge’ column to show the total amount for each line item.

These enhancements aim to provide a clearer overview of charges and Open Balances on the Purchase Order.

The Purchase Order screen has been updated to display the following new elements on the Header:

A ‘Misc Charge’ column has been added to the draft invoice.

Additionally, a new setting called ‘Default Miscellaneous Charge Code for AP Invoice Lines’ has been introduced in the company settings and Vendor maintenance. This setting will be used when converting a draft invoice to an AP invoice for miscellaneous lines. For PO receipts, the miscellaneous charge code specified on the purchase order will be applied.