Here is what’s new in Epicor ERP 10.1.
Expanded financials: Bank statement processing, Deferred accruals, Asset
Revaluations, Global COA, Statistical data, Multiple budgets, AR Reconciliation…
- Country Specifics: Belgium CSF, Expanded Germany, USA CSF, Malaysia GST updates, expanded capabilities in existing CSFs
- Manufacturing/SCM: ETO Planning contracts, MRP by part, Multi-job scheduling, Industry focused ease of use
- Tools and Technology: New Mobile framework. Print routing
- Cloud Specifics: Expanded capabilities in MT Cloud
Epicor ERP 10.1
Industry Excellence
Simplicity & Ease of Use Globalization & Compliance Visionary Technology
Epicor ERP 10.1 Global Financials
Industry Excellence Advanced Bank Statement Processing
Ergonomically improved statement entry
Automates bank reconciliation and matching with Fuzzy logic
Auto creates new transactions
• Advanced Bank Statement Processing
• Asset revaluations
• Deferred accruals with time apportionment
• Financial reporter enhancements
• Multiple budgets
• Statistical data in GL
• Carve-outs for multi-element sales
Speeds up month end process
Fixed Asset Revaluations
Supports revaluation, changes in life, RV
Creates all supporting transactions
Delivers support for IFRS
Epicor ERP 10.1 Global Financials
Industry Excellence Deferred Accruals
Possibility to defer expenses over time
Apportion AP invoice across multiple periods
Automates a common requirement
Epicor ERP 10.1 Global Financials
Industry Excellence Multiple Budgets
Maintain and store of additional budgets against a single book
Eliminates current workaround
• Advanced Bank Statement Processing
• Asset revaluations
• Deferred accruals with time apportionment
• Financial reporter enhancements
• Multiple budgets
• Statistical data in GL
• Carve-outs for multi-element sales
Integrates with EFP and AFR
Statistical data in GL
Hold statistical data such as headcount, SQ FT, etc against GL balances
Integrates with AFR for reporting
Streamlines allocations with traceability
Epicor ERP 10.1 Global Financials
Industry Excellence
Carve-out for multi-element sales
Allows for “split” of single AR Invoice Line between immediate revenue recognition and deferral
• Advanced Bank Statement Processing
• Asset revaluations
• Deferred accruals with time apportionment
• Financial reporter enhancements
• Multiple budgets
• Statistical data in GL
• Carve-outs for multi-element sales
Also enables user to reclassify Revenue via Posted Invoice Update
ERP 10.1 Manufacturing: Industry Focus
Industry Excellence
Planning Contract
Share a contract with multiple projects
Contract warehouse location
• ETO: Planning Contracts
• Package Control (phase1)
Contract long lead items
Isolate demand & supply for contracts (MRP by Contract)
Stocking of Buy/Make to contract job materials and consuming contract item demands
Package Control (Phase 1)
Phase1: Outbound
Phase2: inbound, in process (10.2/10.3)
Building block for roll stock, load planning
ERP 10.1 Manufacturing & SCM
SCM Ease-of-Use & Enhancements for 1:
Package Control Phase I – All Setups and Sales Order Pick thru Pack via PCID
Available To Promise – Define the number of days when a late PO Release is discarded and a new supply planned (currently hardcoded to two)
Capable To Promise – Change CTP when it works with jobs to always do backwards from the required date
Capable To Promise – Change the logic implemented to process PAA
Multi-Company continuous processing and logging by company
Demand Management updates to the logging showing performance times
Demand Mgmt. User Hooks available in BPMs
Time Zone change to use server time zone list (if Mark does not mention this one)
Subcontractor Shipment Entry – Provided the “Next Lot” functionality at Subcontract
Master Pack Shipment Entry – Added to MES
Master Pack Shipment Entry – Added ability to add multiple packs at one time
Customer Shipment Entry – Default previous order on line and enabled New Line without New Pack
Order Entry – Added a flag to check/uncheck Ready to Process when SO created from a Quote
Stage Ship Confirm Entry – Added to MES
Workstation Maintenance – Added the ability to delete a Workstation
Automatically load previous packing slip if trying to add a new PO for the same Pack
Re-arranged the Receipt Entry Tree to show Arrived vs Received
New setting to “Use Last Warehouse/Bin”
On Container Landed Cost entry, added Shipping Days to override the value from Shipment Class
On Container Landed Cost entry, added Estimate Arrival Date and Need By date
Ability to add multiple Purchase Contracts for the same supplier. The only restriction is dates do not
Added a flag at the Generate Schedules process to run only to the Active (current) contract or all approved (including future) contracts
Added contract information to the approval screen (start/end dates, percentage share, contract vs. consumed qty.)
Added part schedule information to approval screen (shift date, minimum forward span date, schedule firm date)
MFG Ease-of-Use & Enhancements for 1:
Quote Entry – The ability to enter Misc Charge/ODC on a quote line
PLM Integration – Allow to set up which Part Revision is sent with the Part when these are sent to the PLM Integration
PLM Integration – Enable the transfer of Operations into the Engineering
Scheduling – Add an “Autoconsume Window” so we can check if there is availability of the material on req date + window
Scheduling – Add a flag to create the scheduling logs rather than using the txt in the c:\ drive
Fulfillment Workbench – Added a Configuration Flag that allows orders to be accessible by the Fulfillment Workbench
Scheduling – Constrained Materials to avoid over commit (look demand in the lead time)
In Transit Stock Status – In Transit Stock Status Report – Add a new report which will show what is in transit
Min Max Safety – Min Max Safety Mass Update – Add ability to mass calculate and update inventory min/max/safety values
Stock Status – Added new filter for Part to selection criteria
Company – Added an option to define the BOL starting number
Part Transaction History Tracker – Added a Date Range filter to limited the amount of data retrieved
Added Ship Via to Supplier
Added Purchase Requisition Report
Added Override Price List to Requisitions and PO Suggestions
New Functionality for Override Price Lists (Prompt to Override Price and Disable Override Price List flags)
New Flag “Default Line Taxable” at Company Configuration
Enhanced the filtering on PO Suggestion Search
Add “Review” flag to New and Change suggestion for ease of filtering results
Supplier Tracker now uses the same .dll from Supplier Entry
Added Promise Date and Due Date to Header tab
Line Navigation bar at PO Releases
Purchase Order Release Status
Added Container details to PO Releases
PO Line Due Date (internal) calculation from SO or Job
New setting at Company “Close PO Release at”.
Added Promise Date and Buyer options to Duplicate PO
Added filters and retrieve button to PO Approval activity
Simplified Receipt Entry screen consolidating Stock, Job Mtl, Job Subcontract and Other into a single “Lines”
Shop Load – Replaced the existing Executive Shopload dashboard
Workqueue – Support paging and extra filters
Time Phase – Time phase to load multiple parts at the same time
EWB – Approve and Check in at the same time
EWB – Job – Zero Quantity BOM
Images – Images stored in the database
Planning Contracts – Planning Contracts
General – Transfer files from the sever to a local path
MES – New screens available in the MES; More info, attachments, Where Used, PCID screen, Void Packs, Master Packs, Stage Config, BAQ
MRP – MRP to continue running if an unhandled error is raised
MRP – MRP by Part, Part Class and Product Group
Configurator – PictureBox Input & Image Maintenance
Configurator – Enhanced ‘delete not allowed’ messaging includes all places the record is used. UDMethods, global variables, inputs, makes for easy record replacement giving you a list of where used code references you have
Configurator – Ability to move inputs from one page to another using drag and drop on tree view. This makes for very easy page redesigns and reorganization such as consolidating or expanding your configurator to more and less
Configurator – Ability to reference assemblies for ease of use when doing complex coding within your configurator like calling system or Assembly DLL’s.
Configurator – No Input configurators -allow document rules and method rules to execute automatically upon saving the line or getting Update your method of manufacturing and/or your order/quoting fields automatically with a custom rules base without the need for designing a configuration UI page.
Configurator – One click duplication of your part and configuration
Epicor ERP 10.1 Global Financials
Simplicity & Ease of Use COA Export/Import
Simplifies setup by exporting into Excel® for easy editing
Export/Import COA Structure, segment values, and GL accounts
• Enhanced COA setup
• Expanded currency set-up
• Simplified installation
• Extended attachments
• Streamlined sub-ledger reconciliation
• Supplier multiple remit-to
Exports in excel format for easy editing
Natural Account Mass Updates
Quickly update the options on a select group of natural account values
Filter selection by Categories or Ranges of GL Accounts
Choose to update segment options and restrictions
Expanded Currency Account Setup
Streamlined setup with defaults
Ability to set defaults at Book level
Expanded control with full account masking
Epicor ERP 10.1 Global Financials
Simplicity & Ease of Use
Extended Attachments – GL Journals
Instant access to backup information to GL journals
Simply Drag and Drop
View from Trackers
• Enhanced COA setup
• Expanded currency set-up
• Simplified installation
• Extended attachments
• Streamlined sub-ledger reconciliation
• Supplier multiple remit-to
Multiple attachments per journal header or line
Great for Audit purposes and reducing paper
Streamlined sub-ledger reconciliation
Streamlines the month-end processing by automating the reconciliation process
Initial focus on Accounts Receivable in 10.1
AP and inventory planned for 2
Supplier multiple remit-to’s
Makes it simple to pay suppliers that may have different addresses and bank accounts
Hold multiple remittance and bank details against a supplier
Simplicity and Ease of Use
Installation and Deployment
Simplified installation and upgrade
High availability improvements
Publish and Share role based Home pages
Customization and Extensibility
Ability to call other business objects in BPM
End user Convenience
Report Routing
SSRS report customization
Epicor Social – follow status change notification, better column management
ERP 10.1 Manufacturing: Simplicity & Ease of Use
Simplicity & Ease of Use
Epicor ERP 10.1 Global Financials
Globalization & Compliance
Global COA
Simplifies new company set up and enterprise compliance
Allows for control over corporate COA template
Multi-company Allocations
• New & Enhanced CSF’s
• Global COA
• Multi-company Allocations
• Incremental Consolidation
• Consolidation Monitor
Distribute allocations across companies
Enhancement to current advanced allocations allowing target account configuration to include external company
Epicor ERP 10.1 Global Financials
Globalization & Compliance
Incremental Consolidation
Enables “net change” re-consolidation of periods which have already been consolidated
Delta calculated and consolidated for changes in:
Source book balances or movements
• New & Enhanced CSF’s
• Global COA
• Multi-company Allocations
• Incremental Consolidation
• Consolidation Monitor
Consolidation rates
Consolidation types setup, or in assigning consolidation types to COA categories
Consolidation Monitor
For large, centrally managed organizations with many subsidiaries, to help manage the consolidation process
AMERICAS EUROPE MIDDLE EAST AFRICA & INDIA OC
Argentina
Belgium
Norway Australia
Chile (Partner) Czech Republic Poland China
Colombia Denmark Romania Ja pan
Mexico Estonia Sweden Malaysia
Peru Finland Switzerland New Zealand
USA France United Kingdom Taiwan
Germany Netherlands (Partner) Thailand
India EU – SEPA Sing apore
Italy (Partner) Vie tnam
Epicor ERP 10.1 Global Financials
• New & Enhanced CSF’s
• Global COA
• Multi-company Allocations
• Incremental Consolidation
• Consolidation Monitor
Globalization & Compliance
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New with Epicor ERP 10.1 Enhanced functionality Epicor ERP 10.1
EANIA
Americas – Argentina
Spanish Latin
Key functionality includes:
IVA
IVA Self-assessment
IIBB self-assessment
Legal numbers generation for commercial documents based on Emission point
Automatic tax calculation based on Use goods or Trade goods category
Withholding tax based on First Payment basis
Key Reports including:
ARBA
CIT
COT
SICOL
SICORE
SIFERE, SIRED,
VAT purchase/sales reports
EMEA – Belgium
French Dutch German English
Key functionality includes:
Belgium Financial Reporting
Electronic Fund Processing
Belgian structure payment reference numbers
VAT Reporting:
VAT Declaration report
Local Sales List report
Intracom report
Intrastat reports
Non Admissible expenses report
Trial Balance report
Journal Entries report
APAC – Singapore
Key features include:
GST Support
Tax setup
Tax Import
Data Export tool
English
Americas – USA
English – US
Key functionality includes:
Simplify US requirements for subsidiaries of non US organizations
Integration to Avalara Tax Connect
Advanced 1099 Support including:
Support for generic supplier payment reporting outside of US
New 1099 MISC Report Style
Track payment lines with user modifiable 1099 codes
System boxes can be modified
Map to all the reporting boxes on 1099 MISC
Multiple Supplier Remit-To
1099 Adjustments and Corrections
Note: All US customers will need to license the USA CSF. There is no additional charge for the primary country CSF
Visionary Technology
Mobile User Experience
Epicor Mobile Access (mobile dashboards) UX revamp with HTML5
Responsive Design
Multi-tenant ERP
Continuous improvement and isolation of multi-company, multi-tenancy
Internal tools to improve SaaS operation overhead
Report routing, Self-service report customization
