Epicor ARM 2026.2.0 Release Guide

Improved manual tax edit error messaging on AP invoices.

Resolved non-ASCII PDF display issues after prior upgrade changes.

Added API support to view PDF files with non-ASCII or control characters.

Corrected duplicate invoice filtering behavior, including invoices on hold for duplication detection.

Fixed tax, vendor, and duplicate-related draft invoice filters.

Corrected quantity, UOM, unit cost, and extended cost conversion issues in draft-to-AP processing.

Ensured advanced billing is received correctly.

Fixed access issues after converting draft invoices to AP invoices.

Resolved inconsistencies where tax liability updates could incorrectly zero cost values.

Improved draft invoice performance while OCR retry jobs are running.

PO matching with multiple manual Invoicing of Receipts.

Fixed skip-node behavior where the document owner is also an approver.

Ensured advanced approvals honor skip-node configuration from sequence 2 onward.

Resolved issues where approval workflows failed to progress correctly after skipping ineligible approvers.

Fixed initial approver node skipping behavior.

Corrected advanced approval criteria behavior for vendor code.

Improved approval delegate caching to prevent missing approval links and delayed loading.

Expand Rejection to cater for a value list of Reason Codes plus a text-based denial reason.

Ensured job and material descriptions display for the correct job/company only.

Validated purchase point existence when copying requisitions to prevent PO integration failures.

Displayed all associated purchase points in requisition entry.

Corrected requisition email approval decimal-place handling for transfer lines.

Improved dynamic segment support for single mandatory-segment COAs.

Updated due-date-required validation and related messaging.

Fixed blanket order and standing order behaviors affected by due date settings.

Corrected fast copy due date handling.

Ensured vendor currency defaults correctly for catalogue requisition lines.

Fixed issues with invalid part revisions, release line sequencing, whitespace in blanket order descriptions, and failed catalogue line submissions where revisions are not configured.

Added support for warehouse name and update delivery defaulting logic.

Corrected preferred vendor integration updates into ARM.

Ensured vendor integration changes propagate correctly to TRAILD.

Fixed shipment and drop shipment update behavior from Kinetic.

Corrected vendor group assignment handling so inactive vendor status is not overridden in ARM.

Resolved endless looping on BIL multi-page loading via Kinetic OData.

Added extra BIL access scope items for Kinetic application version checks.

Company Setting: Add "FOB required".

Upgraded ARM/BIL to .NET 10.

Upgraded Python runtime for AI matching to 3.14.

Added database indexes to improve query performance.

Added customer-specific supplemental indexes across several entities to support performance improvements.

Included Splink installation guidance with the installation bundles.

[ARM-2836] — Improved the AP error message shown when editing Tax manually on the header.

[ARM-5233] — Corrected the Draft Invoice duplicate filter so it only shows duplicates.

[ARM-5272] — Resolved PDF display failures for Draft/AP invoices containing non-ASCII characters after system upgrade.

[ARM-5297] — Invoices on hold for duplication now appear in the Duplicate Invoice filter.

[ARM-5304] — Fixed incorrect quantity and unit cost UOM conversions during Draft Invoice to AP Invoice processing.

[ARM-5307] — Corrected the Vendor error filter to include invoices where vendor number is blank.

[ARM-5311] — Corrected the Tax error filter to include tax liability mismatch cases.

[ARM-5347] — Ensured Advanced Billing is properly received in AP processing.

[ARM-5361] — Delivered multiple refreshed UI fixes for Draft Invoice behaviour.

[ARM-5414] — Fixed incorrect pagination range display on the Draft Invoice page.

[ARM-5440] — Restored the View button on the AP Invoice screen for draft invoices.

[ARM-5441] — Fixed reviewer data loading on Draft Invoice.

[ARM-5514] — Corrected invalid Terms Code updates on Draft Invoice.

[ARM-5571] — Fixed access issues to AP Invoice after conversion from Draft Invoice.

[ARM-5708] - Fixed Invoice line items from disappearing from the display after a line is denied and a new one is added.

[ARM-1496] — Approval nodes are now skipped correctly when the document owner is an approver on the node.

[ARM-1609] — Reviewed and corrected approval workflow behaviour where the document owner is an approver.

[ARM-5226] — Advanced Approvals now honor “Skip Approval Nodes” on sequence 2 and beyond.

[ARM-5327] — Requisition email approval for transfer lines now honors decimal places.

[ARM-5473] — Corrected advanced approval criteria where Vendor Code was not working.

[ARM-5474] — Fixed workflow progression when an approver is skipped because they cannot approve their own document.

[ARM-5484] — Resolved incorrect skipping of the initial approver node.

[ARM-5538] — Fixed approval delegate caching issues that caused missing approval links and slow approval list loading.

[ARM-5147] — Requisition line job and material descriptions now show data from the correct job and company.

[ARM-5184] — Inactive local locations now appear in the PFO list and PFO lines can be accessed without error.

[ARM-5232] — ARM now validates that a Vendor Purchase Point still exists when copying a requisition, preventing PO IM failures.

[ARM-5240] — Requisition Entry now displays all associated Purchase Points.

[ARM-5331] — Catalogue requisition lines now default to Vendor Currency rather than Company Currency.

[ARM-5342] — Improved error messaging when requisitions are submitted without a due date while Due Date Required is enabled.

[ARM-5352] — Purchase order and packing slip suggestions are no longer always included when no modifications were made.

[ARM-5355] — Fixed Due Date Required logic so Blanket Order Lines can be added correctly.

[ARM-5372] — Fixed Due Date Required logic so Standing Orders can be added correctly.

[ARM-5373] — Fixed import file and header settings population when Due Date is required during requisition creation.

[ARM-5374] — Fast Copy now copies the due date from the line item.

[ARM-5418] — Ship Via is now populated from system default during requisition line import for miscellaneous items.

[ARM-5449] — Subcontract Operation comments are visible again on requisitions and purchase orders.

[ARM-5457] — UOM conversion is no longer required for matching option 2.

[ARM-5528] — GL Reference is now optional.

[ARM-5535] — Fixed PO creation failure where “POHeader is not available” in certain OTV and new job scenarios.

[ARM-5556] — Fixed application of requisition header defaults when lines do not have Vendors or Category.

[ARM-5563] — Fixed Blanket Order release to allow whitespace in descriptions.

[ARM-5572] — Corrected incorrect Part Revision being applied to Change Order and Receipt lines.

[ARM-5576] — Prevented invalid part revisions being imported into requisition lines.

[ARM-5583] — Fixed requisition submission failure for catalogue lines without a configured revision.

[ARM-5620] - The PO Receipt docket is downloaded automatically after each receipt.

[ARM-5713] - Added a “Part Revision Behaviour” global setting.

[ARM-5689] - Added VendorContactPhone value to the PO Report dataset.

[ARM-4927] — Fixed line sequencing of Blanket Orders when an order is integrated (CAB File Update).

[ARM-5312] — Added support for the ARM API to view specific PDF files with non-ASCII or control characters.

[ARM-5322] — Removed duplicate threshold settings appearing in Company Settings.

[ARM-5330] — Corrected Preferred Vendor integration so updates flow to ARM accurately (CAB file update).

[ARM-5340] — Enabled Dynamic Segments when using a COA with only one mandatory segment.

[ARM-5371] — Fixed GL handling for COA entries with variable length.

[ARM-5381] — Resolved endless loop behaviour in BIL when loading multiple pages via a Kinetic OData endpoint.

[ARM-5391] — Fixed vendor integration logic so new or updated vendors are propagated to TRAILD.

[ARM-5393] — Corrected behaviour for mixed variable-length Chart of Account configurations.

[ARM-5412] — Corrected shipment status updates from Kinetic for ARM transfer orders.

[ARM-5435] — Fixed /api/user/statistics endpoint failure in fresh ARM installations upgraded to .NET 10.

[ARM-5469] — Fixed drop shipment updates from Kinetic into ARM.

[ARM-5541] — Ensured Vendor Group assignments in Kinetic do not override Vendor inactive status in ARM.

[ARM-5573] — Corrected default Tax ID behaviour when no Tax ID is provided.

[ARM-5604] — ARM now updates associated GL values when Part Class changes.

[ARM-4644] - User/SSO: Flush User token on deactivated user accounts