Disclaimer
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 2024.2.1
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 2024.2.1.
| The information in this document was accurate at the time of publication, October 25 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 2024.2.1 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 2024.2.1.
Important Upgrade Eligibility Notes
BIL Version for Kinetic 2024.2
The BIL version for Kinetic 2024.2 is version 11_3_200.
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.
Python Update (ARM 2024.1.3+)
Epicor ARM has been enhanced, eliminating the need for Python installation in order to process PO receipts.
If Python is not installed, AI-Matching will not be invoked. Instead, a complete list of all available receipts for the current Vendor and Purchase Order is displayed in the matching sub-row list without confidence levels, allowing for manual selection.
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 2024.2.1
Release Date: October 25 2024
Kinetic 2024.2 Compatibility
ARM 2024.2.1 is compatible with Kinetic 2024.2 (11.3.200.0).
System Enhancements
Permissions
Draft Invoice permissions have been renamed as shown below, with no changes to their existing functionalities.
| New Name | Old Name |
|---|---|
Approve All Draft Invoices |
Approve All OCR Documents |
Approve Draft Invoices |
Approve OCR Documents |
Edit Draft Invoices |
Maintain OCR Documents |
Receive Draft Invoice Notification |
Receive General OCR Notification |
Skip Draft Invoice Review Return |
Skip OCR Document Review Return |
A new permission called “Delete Draft Invoice” has also been introduced to control the deletion on the OCR draft invoices.
Location and Category Export
The Export feature has been added on the Location and Category maintenance screens.
Draft Invoice Settings for Location and Category
Two new settings for Draft Invoices have been added to the global settings.
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Require Location on Draft Invoice Misc Lines
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Require Category on Draft Invoice Misc Lines
New Requester and Requester Group Screens
Requesters
A new ‘Requesters’ maintenance screen has been added, allowing administrators to create and manage Requesters, replacing certain functions previously tied to User records.
A new permission titled ‘Maintain Requesters’ grants access to this feature.
A Requester profile includes required properties like Code, Display Name, and optional properties such as Email, Phone Number, Default Company, and GL defaults. The profile can also include overrides, reference codes, default payment and receiving locations, and membership in a Requester Group.
Requesters can only be deactivated if they have no pending requisitions.
Requester Groups
A new ‘Requester Groups’ maintenance screen has been added, allowing administrators to manage Requester Groups through tabs for Properties, Requesters, and Authorized Users.
A new permission titled ‘Maintain Requestor Groups’ grants access to this feature.
Each Requester Group profile includes properties such as Code, Description, and default settings for company, account mask, and locations. Requesters and Authorized Users can be assigned to or removed from groups, with defaults at the Requester level overriding those of the group.
Requester Groups can only be deleted if they do not reference a Requester or Authorized User.
Screen and Functionality Impacts
ARM User Maintenance
The User Maintenance screen has been altered to include a new ‘Requesters and Groups’ tab showing a ‘Raise Requisitions for all Requesters’ checkbox. If checked, the User may raise a requisition for any active Requester in the system. If unchecked, a selection box is displayed allowing the administrator to add Requester Groups.
| Note: These are the Requester Groups the User is authorized to request for, and this relationship is also shown in the Authorized Users on the Requester Group. |
On upgrading to this release, any existing ARM Users will automatically have a single linked Requestor profile. The linked Requester record shall have a read-only Display Name, Email Address, and Phone Number inherited and maintained from the associated User.
| Note: The Active flag on the Requester record is independent of the Active flag on the User record. Active Users who have an inactive linked Requester can only raise Requisitions for other Requesters. Inactive Users who have an active Requester record can have requests raised for them by other users, but they cannot raise requisitions themselves, and they do not consume a user license. |
GL Account Mask Sequence
Both ‘Requester’ and ‘Requester Group’ options have been added to the ‘GL Account Mask Sequence’ global setting to influence GL defaulting logic.
The ‘User’ option is now called ‘Requester,’ thereby shifting GL Account Masking properties from users to Requesters.
Requisition Entry
The Requisition Entry screen has been updated to include a required "Requester" field at both the requisition line and header levels. The header’s Requester will default to the user’s linked Requester unless that Requester is inactive.
A new permission, "Raise Requisitions on behalf of other Requesters," will allow authorized users to select active Requesters from a drop-down list. If this permission is not granted, the Requester field will be read-only. Changing the Requester will reset default fields like Shipping and Receiving Location. The "owner" will remain the user who created the requisition, and defaults from the header will only apply to new lines.
Approvals
Criteria for both Requester and Requester Group have been added to the advanced approval logic.
Email Notifications
5 new email notifications have been created to notify Requesters of updates.
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Notify Requester on Approval Updates
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Notify Requester on Denied Approval Lines
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Notify Requester on new Requisition Submitted
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Notify Requester on Pro-Forma Order Updates
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Notify Requester on Requisition Updates
Vendor Group Filtering for AP Invoices and Draft Invoices
The AP Invoice and Draft Invoice searches are now restricted to display only records associated with vendors within the user’s assigned vendor groups.
Additionally, when creating or updating an AP Invoice or Draft Invoice, the available list of vendors will be limited to those in the user’s vendor groups.
Risk Analysis
This feature is only available for invoices captured via Precise Smart Invoice Capture (SIC).
After the Draft Invoice is converted into an actual AP Invoice, the invoice data should be submitted for risk analysis.
When loading an AP Invoice, if it was originally captured by Precise Smart Invoice Capture, risk data will be retrieved and displayed. Clicking the ‘Refresh’ button will get the latest Risk data for the Invoices.
Terms Code Support
ARM now supports updating the Terms Code on Requisitions and Proforma Orders and allows changes on existing POs through to Change Orders. This functionality is controlled by these permissions:
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Edit Requisition Terms Code
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Edit Proforma Order Terms Code
A new ‘Terms Code’ field has been added to Requisition Headers and Lines, Proforma Orders and Change Orders. Users may edit the Terms Code, with default values populating from the supplier, company settings, or left blank. Users can also bulk update Terms Codes across requisition lines.
New approval criteria and split-combine logic for Proforma Orders based on the Terms Code has also been developed. Lastly, changes made through the Change Order process will trigger a warning to ensure uniformity across the lines, and updates will be reflected in the Purchase Order upon approval.
Extended Support for Cross Reference Part
To date ARM’s functionality has integrated the Supplier XRef Parts from the supplier price lists in Kinetic.
This functionality has been enhanced to include further synchronization of entities from Kinetic in the following cases:
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Supplier Price List
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Approved Suppliers
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Customer Part Cross Reference
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Internal Part Cross Reference
Requisition Line Creation Impact
Changes to the behavior at the Requisition line creation level has been applied to mirror the same as the Epicor PO Line creation level for Supplier Part references mapped to Parts. This applies for both Catalogue and Local Catalogue items in ARM.
If the line is switched to a Catalogue item, Catalogue or Local Catalogue, then all defaults will be populated based on that item. This includes the Description so a Non-Catalogue description entered initially will not be retained.
Requisition Type Auto Send Enhancement
A new check box titled ‘Default Auto Send’ has been added to the Requisition Type.
When this option is disabled, new requisitions of this type will not be auto sent. When enabled, the requisition will be auto sent if all other "allow" conditions are met.
Draft Invoices Date Field Search and Export
A new field titled ‘Date’ has been added to the Draft Invoices Search and Export screens.
Options for Capture Date and Invoice Date are included in this drop list. Data returned will be based on this field’s selection and the From and To date parameters.