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 2025.1.1
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 2025.1.1.
| The information in this document was accurate at the time of publication, February 21 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 2025.1.1 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 2025.1.1.
Important Upgrade Eligibility Notes
BIL Version for Kinetic 2025.1
The BIL version for Kinetic 2025.1 is version 12_0_100.
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 2025.1.1
Release Date: February 21 2025
Repeated Approver Behaviour Enhancement
In ARM 2024.2.2 more options were added to the ‘Repeated Approver Behaviour’ approval tree configurations. This was intended to apply to nodes that repeated the same approve action within a single tree (from a common root in the same sequence).
This logic has been enhanced to include the entire generated workflow i.e., if an approver appears in different nodes in separate sequences, the rules shall apply across the sequences.
The associated ‘Repeated Approver Behaviour’ configuration setting has been moved into Approval Document Types Configuration settings.
AP Invoice Enhancements
Mass Delete Function for AP Invoice Search Results
Users now have the ability to select and delete multiple AP invoices at once.
AP Invoice Line Defaults
A new header section titled ‘Defaults For New Added Line’ has been introduced with functionality similar to that of Requisition.
Prefix Supported for AP Batch
A new 2-character field titled ‘AP Invoice Batch Prefix’ has been added for Users, Vendors, Vendor Groups, and Companies.
Support for site-level mapping to Smart Invoice Capture (SIC)
Site Integration
A Site integration job has been introduced in ARM to import Kinetic Site information.
Furthermore, a read-only Site field has been added to the Location Maintenance screen, next to the Company field, to indicate which site a location belongs to.
Site Administration
A section titled ‘Sites’ has been added to the Administration page. Users can define the default location for each site here.
Combined Draft Invoice and AP Invoice Site Filtering
- Header
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An optional drop down titled ‘Site’ has been added to the header. Only sites associated with the selected Company will be available for selection.
- Location Field
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When a Site is specified, the Location field on each line will be restricted to locations within the selected Site.
- Search Screen
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An optional filter titled ‘Site’ has been added to the Search screens. Users will only be able to select sites that are linked to their user profile.
Configuration and Setup for Worklist Folder
Worklist subfolder names can be configured to match the Site Code.
When a file is uploaded to a Site subfolder, ARM will record the Site on the Draft Invoice. If the Site has a default location specified, that location will be applied to all lines read by the OCR.
When an invoice is received via email at Site-level ARM will record the Site on the Draft Invoice based on the email account that was used.
In the Draft Invoice OCR Upload screen a new optional Site drop down has been added next to the Company field, allowing users to specify the site to be used for all lines in the uploaded file(s).
For assistance with configuring and setting up the site location and email inbox to map the Division in Smart Invoice Capture, please contact Precise Support for further details.
The above site mapping functionality is only applicable for Precise Smart Invoice Capture.
Alternate UOM Minor Enhancement
When requisitioning a non-catalog item without a UOM Class ID assigned to the part, the system will now display only standard Alternate UOMs. A full synchronization of UOM and Alternate UOM is required for this functionality to take effect.