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 2024.2.2
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 2024.2.2.
| The information in this document was accurate at the time of publication, January 22 2025, 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 2024.2.2 you need to meet the following eligibility criteria:
- Minimum Version
-
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
-
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
-
Finally, after successfully upgrading to 2023.1.1.69, you can proceed with the upgrade to version 2024.2.2.
Important Upgrade Eligibility Notes
BIL Version for Kinetic 2024.2
The BIL version for Kinetic 2024.1 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 2024.2.2
Release Date: January 22 2025
Draft Invoice Enhancements
Draft Toggling Behavior Update
- From Debit Memo to Invoice
-
When toggling a draft from a Debit Memo to an Invoice, the line will remain as a Misc type unless the vendor has the ‘PO Receipt Required’ setting enabled for Invoice Automation Matching Requirements.
- From Invoice to Debit Memo
-
When toggling a draft from an Invoice to a Debit Memo, all receipt lines will automatically be converted to Misc lines.
This streamlined behavior ensures consistency in line types while respecting the vendor’s configuration for automation matching.
New Draft Invoice Header Defaults Area
A new ‘Defaults’ section has been added to the Draft Invoice header (like Requisition). When selected, the following fields are displayed, each with their own check box and ability to select valid values.
-
Location
-
Category
-
UOM
-
Tax Category
-
‘Toggle Selection’ and ‘Apply selected fields to selected lines’
Multi-select Line Deletion
Multi-selection for line level deletions is now supported within Draft Invoices, similar to that in Requisitions. This feature provides a quick and simple ability to delete Draft Invoice lines in bulk.
Additionally, when deleting Draft Invoice lines, users can now apply a single reason for deletion to all selected lines simultaneously.
Support for ‘Starts With’ Search Criteria
The Draft Invoice Search functionality now supports searches using ‘starts with’ criteria. This enables users to quickly locate draft invoices based on partial entries at the beginning of relevant fields.
In addition, a new check box titled Hide Invoice Created has been added to the search criteria, allowing users to filter draft invoices that have not yet been invoiced.
New “View Activities" Button Feature
This new addition next to the notification area allows users to monitor the status of background tasks they have submitted. Examples include:
-
Draft invoice submission was successful.
-
Draft invoice submission is in progress.
The primary purpose of this feature is to provide clear, real-time feedback to users, ensuring they are informed when their invoice is being converted. The conversion process runs in the background to prevent delays or timeouts, enabling the user to continue working within ARM. Once the conversion is complete the activity status will be updated accordingly.
Each user can only view their own activities. To view all activities, the ‘Can Monitor Integration Jobs’ permission is required.
New Tax ID Field
A new field called Tax ID has been added to Draft Invoices. The Tax ID will be used to accurately identify the correct vendor.
AP Invoice Enhancements
Support Invoice Cancellation
Customers can reverse an AP invoice entry by performing an AP cancellation in Kinetic. If the invoice lines were receipt-matched, this process ensures the receipt lines are made available for use in a new AP Invoice/Draft Invoice entry or for reselection and rematching.
Import File Support GL Reference Codes for Misc Lines
ARM now supports importing miscellaneous lines with GL reference codes.
Support for Paid Status Searching
The AP dashboard now allows you to search by paid status.
Company Setting for AP Invoice Entry Person Filter
A new company setting titled ‘APInvoice Entry Person Filter’ has been introduced.
The default value is "sys_traneng_user", with the feature supporting a comma-separated list of user names.
The AP Invoice Search functionality will exclude invoices created by the users specified within this setting.
| Note: Since these BPMs cannot directly access the ARM Company Setting, they currently hardcode the username "sys_traneng_user" to filter change-tracking data. If the filtered user(s) differ from "sys_traneng_user", the BPM logic must be manually adjusted to align with the updated company setting. |
Default Tax Category and Commodity Code from Categories
ARM now supports default logic for tax category and commodity derived directly from the Category. This logic is applied to Requisitions, Draft Invoices, and Accounts Payable processes.
Time Zone Support for PO Listing Dates
The PO listing now displays the order date, due date, and release date, adjusted to the company’s defined time zone (if available).
User role delegation has been enhanced to allow a specific time zone to be set for the start and end of the delegation period.
Email Template Enhancement
The requisition email template model has been updated to include the full requisition header and requisition notes.
The template rendering has also been enhanced, allowing users to customize the template and see which data is available for inclusion.
Cross Reference Part Enhancement
Part Cross-Referencing is now supported for qualified manufacturers. Customers can view data for Internal Parts, Customer Parts, and Manufacturer Parts on the Catalogue Part Entry screen.
Default Misc Item Number with Blank Description
The global setting ‘Default Non-Cat Part No’ has been modified to automatically default the non-catalogue part number whilst leaving the description blank, requiring users to enter the description manually.
New Part Class ‘Requisitions’ Flag
ARM now supports the flag ‘Requisitions’, ensuring that parts associated with Part Classes not flagged for Requisitions are excluded from integration.
A global setting called ‘Restrict Parts to Part Classes flagged for Requisitions’ has also been added with value ‘No’ being the default.
When set to ‘Yes’:
- Part Class Restrictions
-
-
Part Classes not flagged for Requisitions will not integrate with ARM.
-
Parts with no Part Class or belonging to Part Classes not flagged for Requisitions will be considered restricted.
-
- Integration Exclusions
-
-
Restricted Parts will not integrate with ARM.
-
Job/Assembly/Materials, PO Suggestions, and Sales Order lines containing restricted parts will also be excluded.
-
Purchase Orders and Receipts in Kinetic with restricted parts will not integrate with ARM.
-
| Note: If a Part Class was originally flagged for “Requisitions” and then subsequently changed to not be flagged for Requisitions, any of the above data may have already integrated into ARM and will have records in the database which may be visible in the ARM user interface. |
Approval Workflow Enhancement
The Leap Frog approval workflow has undergone targeted enhancement.
The ‘Enable Leap Frog Auto Approval’ setting is now obsolete and has been replaced with a new drop-down setting titled ‘Repeated Approver Behavior’.
This setting provides the following options:
-
Allow all approval nodes for repeated approver. [Default]
-
Skip approval nodes for repeated approver, except for the final approval node.
-
Allow first approval node for repeated approver and skip other approval nodes with the repeated approver.
-
Allow first approval node for repeated approver and leapfrog to the node after the final approval node with the repeated approver. [Replaces existing ‘Leapfrog’ option]
Multiple Receipts Matching
Multiple receipts are now able to be "matched" at the Draft Invoice stage. While Kinetic does not permit this functionality, the Draft Invoice is an ARM-only document, making this feature viable within ARM.
When the AP Invoice is created in Kinetic, ARM will automatically split the data into separate invoice lines.
To address scenarios where the total of a single invoice line on the Draft Invoice does not exactly match the sum of the matched receipt lines, proportional logic will be applied. This logic ensures the amount is distributed appropriately across the invoice lines created. This approach is similar to how a single miscellaneous charge on a Draft Invoice line is distributed across multiple miscellaneous charges when the AP Invoice is generated. A miscellaneous line will be added to address rounding issues in AP Invoice.
Additionally, ARM’s Smart Invoice Matching (SIM) AI logic will be enhanced to group un-invoiced receipt lines for releases from the same PO line. These grouped receipts will then be compared against Draft Invoice lines as potential matches. If a multi-receipt match with the highest confidence is identified, all receipts in the group will be automatically matched.
Dashboard Link Enhancement
Enhancements have been applied to ARM’s Dashboard functionality. Now, when users click on the dashboard link (in All Companies), the default view displays all company data.
The dashboard link is derived from menu items within the left navigation panel. For example, ‘Requisitions Requiring Your Approval’ on the dashboard corresponds to ‘Approval’ in the left menu, and both default to displaying all company data.
For menu items not available as dashboard links (with ‘All Requisitions’ the exception), the view will default to the user’s assigned default company (if one exists).
Inter-Company GL is now the nominated Default when Requester Company is different than Receiving Company
A new option titled ‘Default to inter-company GL when Requester company is different than Receiving company’ has been added to both the Requester and Requester Group Default Settings sections.
This option is checked by default.
- Checked
-
The system will default to inter-company GL accounts when the requester’s default company is different from the receiving location’s company.
- Unchecked
-
The system will function as a standard requisition, where the GL account defaults based on the standard logic for the receiving company, without applying inter-company logic.