Epicor ARM 2025.1.3 Release Guide

ARM’s Transfers module has several improvements in terms of stabilization and performance.

ARM now integrates the “Lead Time” field from Kinetic Supplier Price Lists and Inventory Items.

The Lead Time value is displayed in the Location and Price section of the Catalogue Maintenance form in ARM and is used by the system’s Due Date defaulting logic.

Additionally, you can define the Lead Time directly on the catalogue item itself.

For a requisition line, ARM supplies a default GL Account Code which is derived according to the GL Account Mask Sequence (defined in Global Settings) and the current selections for the requisition line (for example, the Category, Location, Vendor, etc.).

There is a new GL Sequences information panel which displays a list of GL sequences with the following information:

Based on the information shown, it is possible to see how the default GL Account Code is derived, and where GL Account segments, relevant to the attribute values, are missing from the chart of accounts

To open the information panel, click on the new information button above the GL Account Code search box on a requisition line item.

You can now define Intercompany GL Account Masks for Locations, as well as for Categories and Requestors, to enable Intercompany GL Expense Account defaulting.

Requisition lines now have an option to add a default due date, with new logic to calculate this.

Two new permissions have been added:

When a line is added from Job Material, the UOM defaults from the Job Material UOM, overriding the Part UOM.

A new setting titled ‘Include Dates’ has been added to Global Settings.

When this setting is enabled, any date check boxes are automatically selected in the requisition copy options, and template copy options, and also in template-to-requisition copy options.

The available line type options are determined by the Manual Matching Requirement setting and the user’s Override Manual Invoice Requirements permission, which governs access to Miscellaneous Invoice Lines.

You can select a default line type from the available options, in the Defaults for New Added Line section of the Draft Invoice page.

Draft invoice behavior has changed to work as described below:

Draft Invoices have two modes: auto-mode and manual-mode.

Manual-mode is indicated by a blue banner with a notice. When a draft invoice is in manual-mode, a user must submit it after finishing all edits. After it is submitted, it goes to auto-mode.

Any notifications, emails, or OCR retries only happen when the draft invoice is in auto-mode. OCR retries submit the draft invoice automatically.

Note: OCR documents start in auto-mode. Manually entered draft invoices start in manual-mode.

Line-level PO fields are now left blank, unless a line-level PO OCR value is explicitly provided. When the matching algorithm runs, the header-level PO value is implied in the logic if the line-level PO value is blank.

This behavior prevents incorrect header-level PO numbers from being copied to the lines.

Additionally, for Vendors with “Never Use a PO” as their Automation Matching Requirements setting, the PO number is not displayed on the header, and the line-level PO fields are blank and read-only on line-level, regardless of what is provided by OCR.

ARM now supports negative miscellaneous charge amounts at both the header and line levels on AP Invoices.

A new setting called ‘Auto-execute Search for Catalogue Items’ controls how the catalogue items are searched.

If the setting is enabled, catalogue items are preloaded automatically. If the setting is disabled, the user must search manually for catalogue items, by first clicking on the search button.

ARM now displays invoice payment details directly on the AP Entry screen.

Users can click on the 'Posted' or 'Paid' status to view the corresponding payment information.

A new check box titled ‘Use Default’ has been introduced for the line-level Category, Term Code, and Due Date fields.

The default state is checked.

Users now have the ability to re-process the integration of any Purchase Orders that may fall stuck in a long-running process.

This is done by loading the Pending Records Review screen and clicking 'Retry' on any PO with a ‘Running’ status.

ARM now supports 'OCR Settings' at the Vendor level.

Previously, any change to an inventory item’s related data required reloading the entire item along with all its associated information.

Now, only the modified parts are reloaded and updated, resulting in faster and more efficient integration.

ARM now displays suspension reasons with the corresponding line numbers. This feature is limited to show a maximum of 5 errors.

ARM now includes attachment links for both header and line-level attachments in the Requisition for Approval email notifications.

Additionally, two new user permissions have been introduced to manage attachment deletion:

These enhancements aim to improve attachment visibility and provide better control over attachment management.

Email notifications for approvals have been enhanced such that an approver now receives a single notification email, listing their approval requirements for all related lines.

The approval notification email now also includes payment terms and external notes.

A new company-level setting titled ‘AP Invoice Header’s Custom Data’ has been introduced to replace the APInvoice Header UD Field Label and APInvoice Header UD Field Name.

This allows users to define custom data fields for the header of AP Invoices.

Each field is specified as a “FieldName: DisplayLabel” pair, with multiple pairs separated by semicolons.

The AP Invoice page has a new Tracker button on the menu.

Click on this to open the AP Invoices > [invoice number] > Tracker. The tracker shows the path of the AP Invoice from draft to purchase order, as well as the requisition(s) and pro-forma invoice relating to the PO.

Attachments stored in the database (which is how they were previously stored) can now be opened, as well as any documents stored in the new Attachment Storage Provider.

You can access the latest Release Guide document and the online User Guide from the ARM user interface. Click on the help button on the top right of the main menu, then select from the drop-down menu.

The online User Guide is an updated version of ARM’s online help, for the current major version of ARM. You can also access the legacy help files from within the new help.

Previously limited to UD37 and UD38, ARM now supports UD01 to UD40. You can now configure any of the UD01 to UD40 tables in the ARM BIL configuration.