Feature Summary
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, Epicor Software Corporation 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 Epicor 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. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or
trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2010.
All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.
9.05.604
Revision: March 02, 2011 7:05 p.m. Total pages: 331
Contents
9.05 Feature Summary...32
Epicor 9.05 Feature Highlights...33
Epicor 9.05.604 Feature Highlights...33
Service Management...33
Project Management Overview...33
Capture COS for Projects...33
Capture Project Revenue...34
Time Management Overview...34
Select Range of Dates...35
Financial Management...35
General Ledger Overview...36
Reference Rules...36
System and Tools...36
BAQ Search Dialog Enhancements...37
BAQ Support for Windows Server ODBC Data Sources...37
Handle Business Entities in BAQ Designer...37
Debugging Customizations in Visual Studio...37
Import Active Directory Users...38
Status Balloon Properties...39
Support Customizable Tracker in ESP...39
Adding AppBuilt Dashboards to MES...39
Epicor 9.05.603 Feature Highlights...40
Sales Management...40
Demand Management Overview...41
Demand Contract Entry - Close a Contract...41
Demand Contract Entry - Open a Contract...41
Service Management...41
RMA Inspection Sample Size...42
Production Management...42
Enhanced Quality Assurance...43
Multiple Inspection Plans...44
System and Tools...44
CRM User Interface...44
Multiple System Agents...45
Alternate Clients BPM Messages...45
Required Field Visual Indicator...45
Epicor 9.05.602 Feature Highlights...45
Epicor 9.05.601 Feature Highlights...45
Sales Management...45
Case Management Overview...46
Reopen Case...47
Configuration Overview...47
Synchronize Revision Approval...47
Customer Relationship Management Overview...47
CRM Call Enhancements...48
Case Entry - People Sheet...48
Customer Tracker - Tree View...48
Task List - People Sheet...48
Order Management Overview...48
Quote Order Wizard - One Time Ship To...48
Quote Management Overview...48
Alternate Parts...48
Opportunity/Quote Entry - People Sheet...49
Quote Header Miscellaneous Charge...49
Quote Order Wizard - One Time Ship To...49
Service Management...49
Expense Management Overview...49
Employee Expense Report...49
Field Service Overview...49
Add and Remove Items...50
Invoice Contract...50
Renewal Codes...50
Renew Contracts...50
Project Management Overview...50
Capture Revenue and COS Recognition Activity...51
Time Management Overview...51
Recall Previously Approved or Rejected Transactions...52
Default Shift...52
Restrict Time Entry...52
Production Management...52
Job Management Overview...53
Production Detail Report - Exclude Miscellaneous Charges...53
Quality Assurance Overview...54
Employee Training...54
Engineering Overview...54
Engineering Workbench - People Sheet...54
Financial Management...54
Accounts Receivable Overview...55
VAT on Settlement Report...55
Accounts Payable Overview...55
VAT on Settlement Report...56
Legal Numbers...56
Asset Management Overview...56
Asset Depreciation Forecast Report...56
Petty Cash...56
Deferred Revenue Accounting Overview...57
Revenue Amortization...57
Revenue Recognition...57
Hold/Unhold Amortization Periods...58
General Ledger Overview...58
Annual Total Journal Report...58
System and Tools...58
Advanced Quality Management (AQM) Overview...58
Move WIP...58
Business Activity Query Overview...59
BAQ Zone...60
Compression...60
Dashboards Overview...60
Epicor SharePoint Publisher...61
Copy to Excel...61
Excel Uptake Enhancements...62
URL Query Phrase Subscribers...62
Integration with Performance Canvas...62
Data Tagging Overview...63
Epicor Web Access Data Tag Support...63
Enterprise Content Management...63
Email Attachments...63
Report Tools...63
Alternate Report Styles...63
Searches Overview...64
Enterprise Quick Search...64
Epicor Search Anywhere...64
Epicor 9.05.600 Feature Highlights...65
Epicor 9.05 Functionality Chart...65
Sales Management...65
Customer Relationship Management Overview...66
Contact Attributes...67
Customer Quick Entry...67
Industry Classification Types...67
National Account Visibility...67
Person Contact Maintenance...67
Shared Contacts...67
Case Management Overview...68
CRM Cases...68
Quote Management Overview...68
Multiple Forecast Confidence Factors...68
Demand Management Overview...68
EDI Enhancements...69
Forecast Pro® Integration...70
Order Management Overview...70
Mark For Customers...70
Multi-Level Capable to Promise (CTP)...70
Multi-Level Configured Sales Kits...70
Single Level Configurations...71
Service Management...71
Expense Management Overview...71
Approval Workflow...71
Employee Maintenance...73
Expense Search...73
Purchasing Miscellaneous Charge/Credit Maintenance...73
Quick Entry Codes...73
Reimbursable Check Box...74
Time and Expense Approval...74
Time and Expense Entry...74
Project Management Overview...74
AP Invoice Entry...75
Invoicing Methods...75
Other Direct Costs...76
Project Billing...76 Project Duplication...76 Project Entry...76 Project Revisions...77 Rates...77 Revenue Recognition...78 WBS Phases...78
Maintenance Management Overview...79
Maintenance Job Prefixes...80
Labor Interface Options...80
Maintenance Job Approval Options...80
Maintenance Jobs...81
Preventive Maintenance Planning...81
Time Management Overview...81
Approvals...82
Restrict Entry Check Box...82
Time and Expense Entry...82
Time Booking Exception Report...83
Time Entry and Approval Workflow...83
Time Report...85
Time Types...85
Views...85
Production Management...86
Job Management Overview...86
Auto Job Release Process...87
Job Types...87
Lean Metrics...87
Production Activity...88
Scheduling Overview...88
Scheduling Factor Send Ahead...89
Engineering Overview...89
Calculate Manufacturing Lead Time...89
Material Requirements Planning Overview...89
Plan As Assembly...89
Recycle Jobs...90
Rough Cut Scheduling...90
Start Minimum Quantity...90
Enhanced Quality Assurance...91
Configurator...91
Equipment Calibration...91
Inspection Attributes...91
Inspection Data Collection...92
Inspection Plans...92
Part Revisions...92
Skip Lot Control...92
Skip Lot Processing...93
Specifications...93
Handheld Overview...93
Serial Number Capture...93
Manufacturing Execution System (MES) Overview...94
Enhanced Work Queue...94
Supply Chain Management...94
Shipping / Receiving Overview...95
Mark For Customers...95
SSCC Codes...96
Purchase Management Overview...96
Non-Inventory POs...96
Use Tax...96
Financial Management...97
Accounts Receivable Overview...97
Adjust Sales Accounts on Invoice Lines...98
AR Prepayments...98
Free Form Invoice Numbering...98
Letters of Credit...98
Payment Instruments...98
Process Credit Card Transaction...99
Settlement Taxes...99
Accounts Payable Overview...99
Letters of Credit...100
Subcontractor Invoices...100
Use Tax...100
Advanced Allocations Overview...101
Allocation Codes...101
Allocation History and Reversal...101
Allocation Processing...102
Advanced Financial Reporting...102
Asset Management Overview...103
Asset Management...103 Asset Activities...103 Asset Register...103 Conventions...103 Depreciation Methods...103 Module Integration...104 Multi-Currency Support...104
Physical Asset Tag...104
System and Tools...104
Business Activity Query Overview...104
BAQ Directives...105
External Update Method...105
Updatable Business Activity Queries (BAQs)...106
Customization Overview...106
Custom Web Forms...106
Dynamic User Defined Fields...106
Non-Customizable Forms...106
Dashboards Overview...107
Dashboard Interface Types...107
Dashboard Mass Update...107
Publish Dashboards...107
Updatable Dashboards...108
Uptake From Excel...108
Data Tagging Overview...108
Enterprise Performance Management Overview...109
Performance Canvas...109
Server and Cube Connect Tools...109
Epicor Information Worker Overview...109
Information Worker Re-Architecture...110
Epicor Web Access™...110
Epicor Web Access Flexibility...110
Localization Overview...110
Available Country Specific Functionality Packs...110
Available Languages...111
Country Specific Functionality...112
Enterprise Search Management Console...112
SQL Server Reporting Services Overview...113
Epicor 9.0 - 9.05 Cumulative Features...114
Sales Management...114
Customer Relationship Management Overview...115
Account Information...116
Call History...116
Call Log...116
Campaign Creation...116
Campaign Management...116
Case Entry - People Sheet...116
Complete Editing Tools...116
Contact Attributes...116
Contact Information...117
Contact Management...117
Contact Name Field Enhancements...117
Convert Quotes to Orders...117
CRM Call Enhancements...117
Customer Quick Entry...117
Customer Tracker - Tree View...118
Data Management...118
E-mail Design (HTML or Text)...118
emailConnect...118
Forecasting...119
Hub mConnect...119
Import Wizard...119
Industry Classification Types...119
Information Worker Integration...119
Integration with E-Mail...120
Lead Management...120
Marketing and Sales...120
Metrics Reporting...121
mobileConnect...121
National Account Visibility...121
Opportunity Development...121
Performance Analysis...121
Permission-Based Opt-Out Control...121
Person Contact Maintenance...121
Quotations...122
RMA Processing...122
Sales Engineer mConnect...122
Sales Management...122
Sales mConnect...122
Sales Workbench...123
Segmentation...123
Shared Contacts...123
Synchronization...124
Task List - People Sheet...124
Task Management...124
Templates...124
Unlimited Call Notes...124
Web Design Tools...124
Web Microsite Design...124
Win/Loss...124
Case Management Overview...124
Alerts...125
Case Categories...125
Case Context...125
Case Entry - People Sheet...125
Case Management Workbench...125
Communication...125
Contact Management...125
Convert Case...125
CRM Cases...125
Online Knowledge Base...125
Task List - People Sheet...125
Traceability...126
Workflow...126
Quote Management Overview...126
Manufacturing Details...126
Miscellaneous Charges...126
Multiple Forecast Confidence Factors...126
One Time Ship To Location...126
Opportunity/Quote Entry - People Sheet...127
Quote Entry...127
Quote Header Miscellaneous Charge...127
Quote Order Wizard...127
Quote Order Wizard - One Time Ship To...127
Quote Tracker...127
Searches...127
What-If Scheduling...127
Demand Management Overview...127
Automatically Close Rejected Schedules...128
Automatic Demand Matching...128
Automated Shipping...129
Cancel Non Matched...129
Contract Changes...129
Contract Matching...129
Contract Structure...129
CUMM Validation...129
CUMs...130
Demand Entry - Close and Process Schedules...130
Demand Entry - Update Parts and Prices...130
Demand Contract Entry - Close a Contract...131
Demand Contract Entry - Open a Contract...131
Demand Mass Review - Close Demand...131
Demand Mass Review - Demand Types...131
Demand Processing Override...131
Demand Review Report...131
Demand Review Report - Log Entries and Price Discrepancies...131
Demand Schedule...132
EDI Enhancements...132
EDI/Demand Management Configured Parts...132
Efficient Interface...132
Evaluated Receipt Settlements/Pay on Receipt...132
Forecast Pro® Integration...133
Forecasts...133
Locking Header and Line Details...133
Manual Creation of Demand Reconcile Records...133
Manual Processing...134
Price Discrepancy Validation...134
Reservation Priority Codes...134
Sales Order Review Process...134
Allow Non Perfect Match...135
Unmatch Process...135
Order Management Overview...135
Alternate Parts...135
Backorders...135
Bill-To Customer Logic...135
Blanket Orders...137
Build Order From History...137
Buy To Orders...137
Calculations at the Header, Line, and Release Levels...138
Contact Tracker...138
Copy Order Enhancements...138
Create Demand Entries...138
Credit Card Authorization and Encryption...138
Credit Checks...138
Customers...138
Delivery Days without Trading Partner...138
Drop Ship...139
Flexibility...139
Fulfillment Queue Management...139
Fulfillment Workbench...140
Fulfillment Workbench - Reserve Parts Updated...140
Lock Order Line Quantity...140
Mark For Customers...140
Miscellaneous Charge Maintenance - Percentage Charge Codes...141
Miscellaneous Charges...141
Multi-Level Capable to Promise (CTP)...141
Multi-Level Configured Sales Kits...141
Multiple Ship-To Addresses...141
One Time Ship To Location...141
Online Reservation...142
Order Job Wizard...142
Order Tracker...142
Order-Based Discounts...142
Price Lists...142
Project Management...142
Quote Order Wizard - One Time Ship To...142
Sales Commission...143
Sales Kits - Capable to Promise...143
Sales Kits - Customer Shipments...143
Sales Kits - Packing Slip and Invoice Print...144
Sales Kits - Parent Parts...144
Sales Kits - Part Type...144
Sales Order Entry - Copy Order...144
Sales Order Entry - Sold To in Different Territories...145
Ship from Multiple Locations...145
Single Level Configurations...145
Wave Picking...145
Miscellaneous Charge - Type Options...145
Invoice When Complete...146
Configuration Overview...146
Approval...146
Automatically Mark Method Materials Global...146
Bill of Materials...146
Configurator - Tree View...146
Configurator Technical Reference Guide...146
Configure Subassembly Transfer Parts...147
Configured Parts within Configured Parts...147
Cost Rollup Group Report...147
Create Part Numbers...147
Do Not Display Input...147
Do Not Process On Leave Expressions When Page Loads...147
Ensure Rule Accuracy...148
Global Input Variables...148
Move Inputs Between Pages...148
MRP Inclusion...148
Multi-Company Rules...148
Options...149
Page Level Control...149
Pricing...149
Process Dynamic Lists...149
Revisions...149
Rules...149
Screen Input Builder...149
Skip Page...149
Smart Part Number...149
Sub-Component Configuration...149
Synchronize Revision Approval...150
Use Alternate Methods...150
Configured Status...150
Get Details From Generated Method...150
EDI Overview...150
Audit...151
Documents...151
EDI Interface and Integration...151
History...151
Implementation...151
Net Change...151
Outbound EDI Documents...151
Third-Party Suppliers...151
Trading Partners...151
Transactions...151
Updates...152
Service Management...152
Expense Management Overview...152
Approval Workflow...152
Employee Expense Report...154
Employee Maintenance...154
Expense Search...154
Purchasing Miscellaneous Charge/Credit Maintenance...154
Quick Entry Codes...154
Reimbursable Check Box...155
Time and Expense Approval...155
Time and Expense Entry...155
Field Service Overview...155
Automated Dispatching...156
Contract Renewals...156
Inventory Allocations...156
Invoice Directly...156
Labor Charges...157
Material Charges...157
Returns...157
Service Call Center Workbench...157
Service Contracts...157
Service-Level Agreements...158
Time and Material Billing...158
Tracking Service Inventory...158
Warranties...158
RMA Inspection Sample Size...158
Maintenance Management Overview...158
Maintenance Job Prefixes...159
Labor Interface Options...160
Maintenance Job Approval Options...160
Maintenance Jobs...160
Preventive Maintenance Planning...161
Project Management Overview...161
AP Invoice Entry...161
Capture COS for Projects...161
Capture Project Revenue...162
Invoicing Methods...162
Other Direct Costs...163
Project Billing...163 Project Duplication...164 Project Entry...164 Project Revisions...165 Rates...165 Revenue Recognition...165 WBS Phases...165
Time Management Overview...166
Approvals...166
Default Shift...167
Recall Previously Approved or Rejected Transactions...167
Restrict Entry Check Box...167
Restrict Time Entry...167
Select Range of Dates...168
Time and Expense Entry...168
Time Booking Exception Report...168
Time Entry and Approval Workflow...168
Time Report...170
Time Types...170
Views...170
Job Management Overview...171
Assemblies...172
Auto Job Firm Process...172
Auto Job Release Process...172
Backflush...172
Burden Rates...172
Customized Views...172
Drag-and-Drop Interface...172
Job Adjustment - Reopen Subcontract Operation...172
Job Closing and Completion Process...173
Job Costing...173
Job Costing Technical Reference Guide...173
Job Entry...173 Job Manager...173 Job Tracker...173 Job Types...173 Kanban...173 Lean Metrics...174
Material Shortage Flag...175
New/Change Order Notifications...175
Online Cost Tracking...175
Order-to-Job Linking...175
Planned Overproduction of Assemblies...175
Planning Workbench...175
Production Activity...175
Production Detail Report...176
Production Detail Report - Exclude Miscellaneous Charges...176
Production Planners Workbench...176
Productivity...177 Quality Control...177 Reference Designators...177 Scheduling...177 Serial Matching...177 Yield Scrap...177
Project Management Overview...177
Capture COS for Revenue Recognition...178
Scheduling Overview...178
Automated Scheduling by Capability...178
Capabilities with Zero Priority...178
Change Impact...179
Conditional Forward Schedule...179
Dependent Capabilities...179
Drag-and-Drop...179
Dual Resource Constraints...179
Finite or Infinite Capacity...179
Finite Scheduling...179
Global Scheduling Component Process...179
Material Constraints...180
Material Constraints Displayed...180
Memos on Multi-Resource Scheduling Board...180
Minimize WIP...180
Move Time and Queue Time - Production Calendar Constraints...180
Multi-Level Assemblies...181
Operation Complete Quantity Displayed...181
Operation Complete Time Displayed...181
Overload Informer...181
Reschedule Delta...181
Resource-Based Schedule...181
Resource Group...181
Rough Cut Scheduling...181
Rough Cut Scheduling - Save Resource Load...181
Scheduling Factor Send Ahead...181
Scheduling Technical Reference Guide...182
Start Time...182
Visual Alerts...182
Visual Production Scheduling Board...182
What-If...182
Engineering Overview...182
Alternate Methods...182
Bill of Materials (BOM)...182
Calculate Manufacturing Lead Time...183
Capability Planning...183
Cost Load...183
Cost Rollup...183
Cost Set Grouping...183
Costing Workbench...184
Costs Stored...184
Critical Path View...184
Dimensional Planning...184
Document Linking...184
Drag-and-Drop Interface...184
Engineering Change and Revision Control...184
Engineering Workbench...184
Engineering Workbench - Reference Designators...184
Engineering Workflow...185
Get Details...185
Mass Replace/Delete...185
Multiple and What-If Cost Sets...185
Part Unit of Measure - Conversion Factor Update...185 Phantom Structures...186 Requirements Reporting...186 Resource Planning...186 Revision Compare...186 RoHS Compliance...186 Subcontracting Services...186
UOM Class Maintenance - Conversion Operator...186
Visual Display...187
Where-Used...187
Material Requirements Planning Overview...187
Available-to-Promise...187
Bill of Material...187
Forecast...187
Log File...188
Master Production Schedule...188
Material Planning...188
Material Requirements Planning Technical Reference Guide...188
MPS Entry - Combine Forecast Quantities...188
MRP Generation...189
Multi-Level Pegging...189
Multi-Site...189
Multiple MRP and PO Suggestion Processes...189
Part Planning Tools...189
Plan As Assembly...189
Planning Horizon...190
Planning Types...190
Recycle Jobs...190
Rough Cut Scheduling...190
Short Horizon Days of Supply...190
Short Horizon Planning...190
Smart Forecast®...191
Sourcing by Plant...191
Start Minimum Quantity...191
Data Collection...191
Data Collection Module - New Location...191
Enhanced Work Queue...191
Material Movement...192
MES Access to User-Defined Tables...192
MES Material Handling...192
MES Menu...192
Shop Warnings...192
Work Queue...192
Enhanced Quality Assurance...192
Equipment Calibration...193
Inspection Attributes...193
Inspection Data Collection...194
Inspection Plans...194
Part Revisions...194
Skip Lot Control...194
Skip Lot Processing...194
Specifications...195
Inspection Results Entry...195
Handheld Overview...196
Serial Number Capture...196
Serial Number Scanning...196
Process Material Queue...196
Manufacturing Execution System (MES) Overview...196
Enhanced Work Queue...196
RMA Processing and RMA Disposition...197
Quality Assurance Overview...197
Audit Trails...197
Certificate of Compliance...197
Corrective Action...198
Cost of Quality...198
Course Request Browse...198
Debit Memos...198
Discrepant Material Report Processing...198
Employee Training...198
Inspection Workbench...199
Material Review Board...199
Non-Conformant Records...199
Non-Nettable Bins...199
Packing Slips...199
Supply Chain Management...199
Inventory Management Overview...200
Allocation Views...201
Assign Serial Numbers to Parts...201
Country of Origin...201
Cost Tracking...201
Cross-Reference...201
Custom Serial Number Format...201
Customer and Supplier Managed Inventory...201
Cycle and Physical Counts...202
Dimensional Inventory...202
FIFO Costing Method...202
Flexible Costing...202
Global Trade Standards...202
Inventory Lot Tracking...203
Issue Material in Decimals...203
Lot Control...203
Lot Generation...203
Lot Number Entry...204
Mass Issue...204
Material Backflush...204
Multiple Warehouses/Bins...204
Non Quantity Bearing Parts...204
Part Cross Referencing...204
Part Master Price Breaks...205
Part Tracker...205
Physical and Perpetual Inventory...205
Serial Control...205
Serial Documentation...206
Serial Number Tracker...206
Substitute Parts...206
Time-Phased Material Inquiry/Report...206
Unit of Measure Features...206
Voided Serial...206
Shipping / Receiving Overview...206
Auto-Invoice...207
Bill of Lading...207
Customer Shipment Tracker...207
Customizable Packing Slips and Labels...207
Divert Receipts into Inventory...207
Inbound Container Tracking...207
Landed Costs...207
Mark For Customers...208
Mass Receipt/Ship Button...208
Mass Ship...208
Miscellaneous Receipts...208
Miscellaneous Shipment Tracker...208
Pack and Ship/Packout Processing...208
Pack IDs...209 Packout...209 Payment Vouchers...209 Phantom Packs...209 Receipt Tracker...210 Shipping Labels...210 Shipping Performance...210 SSCC Codes...210 Subcontract Parts...210
Two Stage Shipping and Receiving...210
Purchase Management Overview...211
Approved Suppliers...211
Automated Purchasing Tools...211
Change Unit of Measure...211
Conversion Factor Override - Purchasing UOM...211
Cross-Referencing...211
Customer and Supplier Managed Inventory...211
Inter-Company PO - Automate Drop Shipments...213
Mass Purchase Order Receipt...213
Multiple Location Receipts...213
Non-Inventory POs...213
Part Master Price Breaks...213
Phased Out Parts Suggestions...213
Purchase History...213
Purchase Order Printing...213
Purchase Order Tracker...213
Purchase Order Types...213
Purchase Requisition...214
Redirect Purchases into Inventory...214
Supplier Tracker...214
Supplier Tracker - Logged Invoices...214
Use Tax...214
Purchase Contracts Management Overview...214
Part Schedule...215
Periodicity Code...215
Supplier Relationship Management Overview...215
Buyer's Workbench...216
Data Mining...216
E-mail Integration...216
Epicor Sourcing Integration...216
History Reports...217
Part Price-Break Tables...217
Partial Job Quotes...217
Review Worksheet...217
RFQ Decision Wizard...217
RFQ Search Capability...217
RFQs for Materials or Services...217
Supplier/Part...217
Supplier's Workbench...217
Advanced Material Management Overview...217
Advanced Shipping...218
Assign Material Requests...218
Bar Coding on Demand...219
Bill of Lading...219
Customizable Packing Slips and Labels...219
Divert Planned Receipts to Inventory...219
Label Printing...219
Mass Ship...219
Material Handler Interface...219
Miscellaneous Receipts...219
Miscellaneous Shipment Tracker...219
Packing Slips...219 Part Identification...219 Payment Vouchers...219 Pick Face...220 Prioritizing Orders...220 Receipt Tracker...220 Reporting Scrap...220 Reserving Inventory...220
Sales Order Allocation...220
Scanning...220
Security...220
Shipping and Receiving...220
Shipping Labels...221
Shipping Performance...221
Shop Floor Interface...221
Subcontract Parts...221
Two Stage Shipping and Receiving...221
WIP Locations...221
WIP Staging...221
WIP Traceability...221
Financial Management...221
Accounts Receivable Overview...222
Adjust Sales Accounts on Invoice Lines...222
Adjustments...223
Aging Information...223
AR Interest Invoices...223
AR Invoice Entry - Multi-Currency...223
AR Invoice Tracker...223
AR Prepayments...223
Bill-To Customer Logic...223
Consolidated Invoice Reporting...225
Create Invoices Per Packing Slip Line...225
Credit Card Authorization...225
Credit Card Processing...225
Credit Holds...226
Credit Manager Workbench...226
Customer Receipts...226
Customer Tracker...226 Debit Notes...226 Finance Charges...227 Finance Charges - Include CM...227 Free Form Invoice Numbering...227 History...228 Invoice Entry...228 Invoice Tracker...228 Invoice/Statement Forms...228 Letters of Credit...228 Manual Selection of Shipments and Invoices...228 National Accounts...228 Payment Instruments...228 Report Format Transmission...229 Sales Analysis...229 Sales Commission Report...229 Sales Commissions...229 Sales Tax Register...229 Settlement Currencies...229 Settlement Taxes...230 Soft Formats for EFT...230 Storno Accounting...230 Tax Regimes...230 Taxes on Detail Lines...230 Terms and Conditions...230 VAT on Settlement Report...231 Void Invoices and Cash Receipts...231 Accounts Payable Overview...231 AP Prepayments...231 Central Payment...231 Checks...232 Exchange Rate...232 Future Dated Payment Instruments...233 General Ledger Interface...233 History...233 Inspection...233 Job Cost Updates...233 Legal Numbers...233 Letters of Credit...234 Payment Entry...234 Purchasing Variance...234 Recurring Entries...234 Soft Formats for EFT...234 Subcontractor Invoices...234 Supplier Tracker...234
Terms and Conditions...234 Three-Way Match...235 Use Tax...235 VAT on Settlement Report...235 Voided Numbers...235 Advanced Allocations Overview...235 Allocation Codes...236 Allocation History and Reversal...236 Allocation Processing...236 Asset Management Overview...237 Asset Activities...237 Asset Register...237 Conventions...237 Depreciation Methods...237 Module Integration...238 Multi-Currency Support...238 Physical Asset Tag...238 Cash Management Overview...238 Bank Reconciliation...238 Petty Cash...238 Currency Management Overview...238 Accounts Payable...239 Bank Accounts...239 Cash Receipts...239 Currency Hierarchy...239 Customer Orders...239 Customer Price Lists...239 Exchange Rates...239 Gain/Loss Calculations...239 Invoicing...239 Multi Currency...239 Purchase Orders...240 Quotations...240 Reporting...240 Revaluation Options...240 Service Contracts...240 Supplier Price Breaks...240 Three Decimal Multi-Currency Support...240 Deferred Revenue Accounting Overview...240 Revenue Amortization...241 Revenue Recognition...241 Hold/Unhold Amortization Periods...241 General Ledger Overview...241 Account Tracker...242 Adjustments...242
Advanced Financial Reporting...242 Allocations...243 Annual Total Journal Report...243 Auto-Export GL Data...243 Balance Control...243 Budgets...243 COA Generation...243 Consolidation...243 Correspondence Accounting...244 Enhanced Chart of Accounts...244 Financial Report Writer...244 Flexible Posting Times...244 General Ledger Report Writer...244 GL Controls...244 GL Distribution Report - Book Selection...245 GL Transaction Detail Tracker...245 Global Rounding Engine...245 Global Tax Engine...245 Invoice Logging and GL Accounting...245 Journal Detail Tracker...245 Legal Numbering...246 Multiple Books...246 Multiple Company...246 Multiple Fiscal Calendars and Adjustments...246 Multiple Validation Rules...246 Multi-Company Journal Processing ...247 Posting Engine...247 Statements...247 Currency Transactions GL Import...247 Reference Rules...247 Multi-Site Overview...248 Alternate Bill of Materials per Plant...249 Alternate Routings per Plant...249 Cost by Plant...249 Financial Consolidation...249 Forecasts...249 Global Customers, Parts and Suppliers...249 Global Supplier Price Agreements...249 Information Sharing...249 Inter-Company Eliminations...249 Inter-Company Trading...249 Microsoft Project Integration...250 Multi-Company...250 Multi-Company Purchasing...250 Multi-Company Security...250
Multi-Site Consolidation - Sonic Installation...250 Multiple Currencies...251 Multiple Project Contacts...251 Plant Scheduling Functions...251 Production Plants...251 Project Analysis...251 Project Budgets...251 Project Generation...251 Project Invoicing...251 Project Management...252 Project Schedule...252 Responsiveness and Visibility...253 Revenue Analysis...253 Shared Warehouses...253 Single Company or Global Credit Checking...253 Sourcing by Plant...253 Unique Accounts...253 Unlimited Parent-Child Hierarchy...253 Virtual Multi-Company Views...253 Virtual Plant Support...253 Payroll Overview...253 Automatic General Ledger Entries...254 Auto-Pay...254 Check History...254 Checks...254 Departments/Shifts...254 Direct Deposit...254 Employees...254 Magnetic Media Reporting...254 Pay Types...254 Payroll Check Entry...254 Payroll Check Form - Pay Rate Field...254 Payroll Taxes...255 Personnel Information...255 Tax Deductions...255 Transfer Labor Hours...255 Voluntary Deduction...255 W-2 Forms...255 Rebates, Promotions, and Royalties Overview...255 Generate Rebate Transaction Process...256 Get Rebates...256 Rebate Contract Entry...256 Rebate Trackers...256 Rebate Transaction Adjustment...256 System and Tools...256
Administration Console...257 Import Active Directory Users...257 Advanced Print Management Overview...258 APM Plus Sub-Module...258 Color Prints and Scans...259 Document Distribution...259 Document Management...259 Document Splitting...259 Microsoft Office Integration...259 Multiple Data Formats...259 Multiple Image Formats...259 Multiple Output Methods...259 Advanced Quality Management (AQM) Overview...259 Audit and Cost Monitoring...260 Customer Communications...260 Employee Database...260 Epicor 9 Integration...260 Manage Documentation...260 Move WIP...260 Quality Management...261 Supplier Communications...261 AutoVue Overview...261 Cimitry-Autovue Integration...261 BAQ Report Designer Overview...261 BAQ Directives...262 BAQ Report Tools...263 Custom BAQ Report...263 Deploy Reports to the Main Menu...263 Export and Import BAQ Report...263 External Update Method...263 Standard BAQ Report...263 Updatable Business Activity Queries (BAQs)...263 Bartender Overview...264 Auto-Print Integration...264 Label Printing...264 Business Activity Management Overview...264 Auto-Print Reports or Labels...264 BAM Rules...264 Business Activity Manager...264 Change Logs...264 Custom Global Alerts...265 Custom Procedures...265 Dashboard...265 Executive Dashboard...265 Business Activity Query Overview...265
BAQ Designer...266 BAQ Printing...271 BAQ Searches...271 BAQ to XML...271 Change BAQ Author...271 Custom Queries...271 Export and Import Queries...271 External Update Method...271 Generate ASP...272 BAQ Zone...272 Standard Queries...272 Updatable Business Activity Queries (BAQs)...272 Handle Business Entities in BAQ Designer...272 BAQ Support for Windows Server ODBC Data Sources...273 BAQ Search Dialog Enhancements...273 BAQ Zone...273 Business Process Management Overview...274 .Net Action Content...274 Actions...274 Condition Statements...274 Data Directives...274 Data Form Designer...275 Holds...277 Informational Messages...277 Method Directives...277 Multiple Changed Row Support...278 Property Bag Support...278 Service Connect Integration...278 Customization Overview...278 Custom Web Forms...278 Customization Wizards...278 Debugging Customizations in Visual Studio...281 Dynamic Extended Properties...282 Dynamic User Defined Fields...283 Embedded Dashboard Panel Wizard...284 Export Customizations...284 Grid Customization...284 Image Column Row Rule Wizard...284 Image Column Wizard...284 Multiple Customizations...284 Non-Customizable Forms...284 Revert to Original Format...285 New Standalone User-Defined Tables...285 Toolbox - New PictureBox Control...285 Web Form Customization...285
Work in Process Stages...285 Dashboards Overview...285 Custom Dashboards...286 Dashboard Assemblies...286 Dashboard Charts...287 Dashboard Crystal Reports...287 Dashboard Image Column...288 Dashboard Interface Types...288 Dashboard Mass Update...288 Dashboard Properties - Disable Refresh All...288 Dashboard Style Sheets...289 Dashboard Tech and User Notes...289 Deploy Dashboards to the Main Menu...289 Executive Dashboards...289 Export and Import Definitions...289 Grid, Chart, and Tracker Views...289 Process Links...289 Publish and Subscribe...289 Queries...290 Report View and Report Link...290 Standard Dashboards...290 Updatable Dashboards...290 Uptake From Excel...291 Excel Uptake Enhancements...291 Copy to Excel...291 URL and XSLT View...291 URL Query Phrase Subscribers...291 Integration with Performance Canvas...292 Epicor SharePoint Publisher...292 Adding AppBuilt Dashboards to MES...293 Data Tagging Overview...293 Epicor Web Access Data Tag Support...293 Documentation and Education Overview...293 Embedded Courses...293 Field Help...295 Improved Help Search...296 Links that Open Programs...298 Reorganized Help System...299 Enterprise Content Management...299 Email Attachments...300 Enterprise Performance Management Overview...300 Performance Canvas...300 Server and Cube Connect Tools...300 Epicor Information Worker...301 Information Worker Data...301
Information Worker for Excel...301 Information Worker for Outlook...302 Information Worker for Word...302 Information Worker Installation...302 Information Worker Re-Architecture...302 Epicor Service Connect Overview...303 Convert Data...303 Custom Workflows...303 One-Stop Administration...303 Service Connect -- Additional Parts Functionality...303 Transform Data...304 Unified Processes...304 Epicor Tax Connect Overview...304 Activation...304 Notifications...304 Real-Time Tax Calculations...304 Tax Solution Integration...304 Verify Customer Addresses...304 Epicor Web Access™...305 Appearance...305 Browser Support...306 Epicor Everywhere™ and User Accounts...306
Epicor Web Access Flexibility...306 Support for Customization...306 Localization Overview...306 Available Country Specific Functionality Packs...306 Available Languages...307 Country Specific Functionality...308 Language Maintenance...308 Multi Language...309 Right to Left Text Support...310 Satellite Assemblies...310 Translation Utility...310 User Entered Language Elements...310 Management Reporter Overview...310 Management Reporter...310 Management Reporter Tools...311 OPEN4 Overview...311 Epicor Integration...312 GL Information Extraction...312 Productive Time Extraction...312 PayPal Service Update - 4.3 Version...312 Personalization Overview...312 Favorite Groups...312 Interface Layouts...312
Options Window...312 Reset Layouts to Base...313 Save Personalizations...313 Shortcut Bar...313 View Menu...313 Product LifeCycle Management Overview...313 Document Management...314 Export or Import Documents...314 Microsoft Office Integration...314 Workflow Management...314 Replication Server Overview...314 Report Tools...314 Alternate Report Styles...314 SQL Server Reporting Services Overview...315 Searches Overview...315 Advanced Searches...316 Business Activity Query Searches...316 Enterprise Quick Search...316 Enterprise Search...316 Epicor Search Anywhere...316 Enterprise Search Management Console...316 Named Searches...317 Quick Searches...317 Standard Searches...317 Security Overview...317 Menu Security Report...318 ShopVision Overview...318 Cash Flow...318 Customer Shipping Performance...318 Plant Performance...318 Sales Order Backlog Analysis...318 Supplier Performance...318 Sourcing Overview...318 Sourcing Integration...318 Styling and Themes Overview...318 Load Style Theme...319 Microsoft Office® 2007 Style...319 RunTime Styler...320 Style Tracking...320 Theme Maintenance Wizard...320 System Management Overview...320 /RPT Run Time Argument...320 Administration Console...320 BI Web Parts...320 Company Configuration...321
Compression...321 Context Menu Maintenance...321 Cube Connect...321 Customization/Personalization Maintenance...322 Document Attachments...322 External Company Maintenance...327 Implementation Checklist...327 Multi-Company Menu...327 Multiple System Agents...328 System Tasks...329 Performance Tuning Technical Reference Guides ...329 Plant Configuration Control...329 Processes...329 Report Style - Output EDI...329 Sales Connect...329 Status Balloon Properties...329 TIE Commerce Overview...330 TIE Commerce Integration...330
9.05 Feature Summary
Welcome to the 9.05 Feature Summary—an overview of the features and functionality in your Epicor application. This document is a high-level overview of the major capabilities contained in the current release, and it is oriented towards anyone who wants a general understanding of overall features and functionality. This document assumes that the reader has no detailed knowledge of current functionality, but has general business knowledge relative to this Epicor application.
The Feature Summary is organized into feature highlights by service pack and cumulative (since 9.04.500) features: • Epicor 9.05 Service Pack Feature Highlights -- This section contains the features introduced in specific
Epicor 9.05 service packs. Within the highlights section, features are organized first by module group (for example, Sales Management) and then by module (for example, Demand Management). If you are upgrading the Epicor application, review this section to see the features added with the latest release.
• Epicor 9.00 - 9.05 Cumulative Features -- All the features included in all releases of the Epicor application from 9.04.500 through the current 9.05.602 version appear in this section. This section is also organized by module groups and then by modules. If you are new to the Epicor application, review this information for an overview of the major available features.
Epicor 9.05 Feature Highlights
This section contains the features introduced in Epicor 9.05.600 and each subsequent Epicor 9.05 service pack. The features are organized first by service pack. Within each service pack section, the features are then organized module group (for example, Sales Management) followed by module (for example (Demand Management). If you are upgrading the Epicor 9.05 application, review this section to see the features added with each service pack.
Epicor 9.05.604 Feature Highlights
The following contains new features added for Epicor 9.05.604. If you are upgrading from a previous version of the Epicor application, review this information to see the features added with this release.
Service Management
Service management capabilities (for example, Field Service) include such areas such as production and facilities maintenance.
This suite of modules are particularly important for businesses in today's climate where maintenance and repair are often more cost-effective than new capital acquisition.
Project Management Overview
The Project Management module is enhanced to provide more accuracy for tracking costs and managing project phases. Use this functionality to gain more oversight over the progress of each project.
Now each Project WBS phase contains features which improves accuracy and simplifies labor entry:
• You can define multiple activities against each WBS phase. These activities have resource requirements and the estimated time costs for each specific resource assigned to the phase.
• The interface is simplified so that users can quickly enter the project number and the WBS phase. The Epicor application then automatically assigns the job number, and this job automatically records the labor placed against this phase of the project. Users select the operation they need to record time against, and the labor expense is automatically placed against the job which contains the operation.
When you run Project Analysis, you can now increase the revision level of a project. The current project and its data is then archived into history. You can then view this historical information through the Project tracker. Material costs are now further broken down into Other Direct Costs (ODC). These material costs are entered as miscellaneous charges. For job costing purposes, these separate direct costs are totaled within the overall material cost for the job. However, within the Project Management module, these costs are separated into the Material and Other Direct Costs categories.
Capture COS for Projects
The Capture COS/WIP Activity process now calculates (captures) the cost of sales (COS) for projects in place of the Capture Revenue and COS Recognition process.
Important The Capture Revenue and COS Recognition process has been renamed to Capture Revenue Recognition.
Note For more information, review Application Help topics: Capture COS/WIP Activity, Capture Revenue
Recognition, and Project Management Recognition Methods Transaction Hierarchy.
Menu Path
Navigate to this program from the Main Menu:
• Material Management > Inventory Management > General Operations > Capture COS/WIP Activity • Production Management > Job Management > General Operations > Capture COS/WIP Activity • Service Management > Project Management > General Operations > Capture COS/WIP Activity
Capture Project Revenue
Capture Revenue and COS Recognition has been renamed to Capture Revenue Recognition.
Use the Capture Revenue Recognition process to calculate (capture) revenue for projects. This program allows you to recognize revenue at different stages of a project. Four recognition methods are supported by this process: • On Invoice Recognition
• Labor Booking Recognition • Actual Burden Recognition • Manual Recognition
Note For more information, review Application Help topics: Capture Revenue Recognition, Relationship
between Invoicing Methods and Recognition Methods, and Project Management Recognition Methods Transaction Hierarchy.
Important The processing of cost of sales (COS) on projects is now done solely through the Capture COS/WIP Activity process.
Menu Path
Navigate to this program from the Main Menu:
• Service Management > Project Management > General Operations > Capture Revenue Recognition
Time Management Overview
The Time Management module contains the functionality you need to approve and enter employee time entries against a specific project. By leveraging this functionality, you can then accurately track how much labor is being used to complete each project.
You first define time types, like Regular Time, Over Time, Vacation, and so on. These time types define the specific kinds of time used to calculate the current and complete expenses placed against a project. You select these time types within Time and Expense Entry.
The module contains an approval process through which employee time is verified against a selected project. Users first launch the Time Approval program to indicate how much time is budgeted to be placed against a specific project. After the employee time is approved, the employee time is then available to place against the project through Time and Expense Entry.
You can then monitor the amount of time being placed against each project. Launch the Time report to review all of the time entries entered between a specific Start Date and End Date period. Likewise, you can use the Time Booking Exception report to review any indirect labor entries currently entered against one or multiple projects.
Through this functionality, you can monitor the labor costs being accumulated against a project. This functionality improves planning and calculates more accurate expense calculations.
Select Range of Dates
In Time and Expense Entry, use the Shift key to select a range of dates in the Calendar view.
The transactions included within the range will display in the Calendar view as well as in the tree view. To see all transactions in a range spanning more than one week, you must be sure that Month is selected in the Retrieve
Records By action item.
Financial Management
Epicor financial management solutions provide manufacturers with the tools needed to create value through monitoring financial conditions and timely decision making.
This functionality reduces costs and improves cash flow. Epicor Financials can help improve your ability to drop more to your bottom line—the ultimate test of your success and competitive advantage.
General Ledger Overview
General Ledger (GL) processes and posts entries created by Job Management, AR, AP and Payroll, as well as manual entries made directly in the general ledger.
A chart of accounts is easily established to control how you want the application to report on your business. You can even export your general ledger data to a spreadsheet to handle any special requirements.
Reference Rules
There is a new type of posting rule named Reference Rule in GL Transaction Type Maintenance.
The Reference Rule supports the correspondence accounting in the form of generating strictly bi-line general ledger (GL) transactions. This rule works similarly to the way pre-posting rules currently works and is used only to populate a GL control that would be linked to a post entity for future use without populating any amounts or debit/credit accounts.
Correspondingly, this rule type does not create any GL details. However, unlike pre-posting rules, this new rule type is still run during the normal posting process and has a property that indicates the specific posting entity the outgoing GL control is attached to.
Note For more information, refer to the GL Transaction Type Maintenance topic in the Application Help.
Menu Path
Navigate to this program from the Main Menu:
• Financial Management > General Ledger > Setup > GL Transaction Type
Important This program is not available in the Epicor Web Access™ interface. You can launch this
program from an Epicor Smart Client (Windows®) interface.
System and Tools
Finding the right information quickly is the key element to the success of using any software package. That's why Epicor offers several tools that allow you to tailor your system to meet your specific needs. It's an amazing characteristic of Epicor that will help you find any information you need, when you need it.
There are several enhancements that impact the system as a whole, and not just a single module or program. In addition, there are many changes in our third party applications.
The Executive Dashboard is a single application that encompasses multiple capabilities such as inquiries, ad-hoc reports, workbenches, graphical analysis, alerts, and business monitoring. It is a robust, one-stop interface that replaces traditional menu systems with a personalized role or context based views that link into core transactions of the system.
The Executive Dashboard also puts the visual indicators and functions that you use the most right at your fingertips. The Executive Dashboard enables you to develop your own workbenches using a series of online views of information - such as a Tracker. From a Tracker, "open with" technology lets you drill into any part of the system: whether to enter a new order, modify an existing job, or update a customer record. The power of the Dashboard is in how it enables you to specify your work preferences, then tailor Epicor to match your needs.
BAQ Search Dialog Enhancements
Use the BAQ Search form to quickly locate the query of your interest. On the Basic sheet, use the following options to narrow down your search. • System - Use this option to allow searching for system (delivered) BAQs. • Updatable - Use this option to allow searching for updatable BAQs.
• Cross-Company - Use this option to allow searching for cross-company BAQs. • Shared - Use this option to allow searching for shared BAQs.
• External - Use this option to allow searching for external (ODBC) BAQs. • Global - Use this option to allow searching for global BAQs.
• Query ID Starts With - Use this option to search for a query based on first characters of a Query ID. • Author - Use this option to search for a query based on its author.
• Description Substring - Use this option to search for a query based on its description. A wildcard matching is supported.
BAQ Support for Windows Server ODBC Data Sources
Business Activity Queries support connections to external (non-Epicor) data sources.
The external data can be used in additional dashboard renderings, like dashboard applications, mobile framework, Epicor Sharepoint Publisher and so on.
Working with external data sources is very similar to ordinal query design and execution process.
In Business Activity Query Designer, use the New > External Query option to design a new external query. In ODBC Connection Parameters window, specify your ODBC source and establish connection.
Note It is required to have ODBC connections configured on the machine where application server is
hosted.
The ODBC query execution is sent as a single statement, that is generated during a query design. It doesn't need to be regenerated on each query execution.
Handle Business Entities in BAQ Designer
The BAQ Designer supports handling business entities.
While creating a business activity query, it is possible to add all the tables for a particular business entity. On the Phrase Build > DiagramView sheet, use the Business Objects button to search for and load table(s) within an entity, for example, Part.
The links between loaded tables are displayed automatically. Within the Business Objects window, you may use the filter box at the top to quickly locate a business entity of your interest.
Debugging Customizations in Visual Studio
If you have Microsoft Visual Studio, you can debug customizations and step through code.
Microsoft Visual Studio 2010™ any version except Express must be installed on the computer where you are running the Epicor client. You should have C# or VB.NET (or both) installed in Visual Studio for complete debugging functionality.
To debug a customization:
1. On a computer where Visual Studio is installed, start Epicor. 2. From the Options menu, select Developer Mode.
3. Navigate to the program you have customized. Double-click its icon.
The Select Customization window displays.
4. In the Select Customization window, select the Debug in Visual Studio check box, click the customization
layer you want to debug, and click OK.
Visual Studio is launched into a source code file and stopped at a break point on the first line of the InitializeGlobalVariables method (this may take some time). At this point you can use the debugging features of Visual Studio to step though lines, set other break points, evaluate values etc. To get past the first break point that was set for you and to run the form, press F5. Now if you complete actions on the form that reach a break point that you set, Visual Studio again becomes the active application (you may have to click its flashing item on the taskbar).
Note Remember the following:
• You cannot make code changes in the debugger. Stop the debugger (Shift + F5), and use the Epicor customization environment to make your code changes. Then debug again as needed. • Each time you debug a new source code file is opened in Visual Studio. Closing no longer active
code files is ok. However, if you close Visual Studio, you have to exit Epicor and restart Epicor to debug again.
Import Active Directory Users
You can import Windows users from your Active Directory domain to create Epicor users. You can set defaults both by settings used in a template user record and by entering data during the import wizard.
Prerequisites:
• Your company network must use Windows Active Directory.
• Set up template users. A template user is a standard user record whose user account settings are configured to match what you want when importing a particular group of Windows users. For example, you might have a user record set up for accounting users and another for executive users and so on. Open the Epicor client to add template users (System Management > Company Maintenance > User). Template user records do not have to be enabled to use them during an import, and disabling a template user record is the best practice. To import Active Directory users to create Epicor users:
1. In Epicor Administration Console, under the server installation to which you want to add users, click Users. 2. From the Action menu, select Import Active Directory User(s).
The import wizard starts.
3. Read information and click Next.
4. For User, enter the user ID of the template user you would like to use for this import to filter the list. Highlight
the template user record and click Next.
5. In the text box left of Add, enter a Windows user name or a Windows group name, then click Add. If users
came in that you did not want to add, highlight them and click Remove. When you are ready with the list of users and/or groups to import, click Next.
6. Review the list of users about to be imported. You can see what information is being brought over from
the Windows account(s). You can type missing information in if you wish. If you wish for all of the user being imported to be enabled upon import select Enable imported users. When you are ready, click Finish. Users who successfully import disappear from the list. Users who did not import due to a conflict stay in the list with an exclamation point icon. Hover over the icon for error message. If all users/groups imported successfully the wizard closes.
Status Balloon Properties
Set the status balloon properties to enable or disable balloon notifications from being displayed by the System Monitor icon.
Users can choose whether or not to receive balloon notifications for tasks tracked in their System Monitor. Example of a balloon notification:
Notifications can be set for: • Successful reports. • Report errors. • Successful processes. • Process errors.
Open System Monitor by double-clicking its icon in the system tray, then select Actions > Status Balloon
Properties. Select the items for which you want notifications and click OK.
Support Customizable Tracker in ESP
Epicor Sharepoint Publisher dashboards support customizable tracker views. Customizable properties include:
• Fields selections • Captions • Position
• Size of edit controls
Adding AppBuilt Dashboards to MES
Use the Handheld Manufacturing Execution System (MES) to view deployed dashboards.
To display a dashboard on the MES menu, first create a dashboard using a smart client. Once finished, deploy a dashboard as a smart application. In the MES developer mode, use the Customization Tools Dialog window to hang a dashboard on one of the available buttons.
Epicor 9.05.603 Feature Highlights
The following contains new features added for Epicor 9.05.603. If you are upgrading from a previous version of the Epicor application, review this information to see the features added with this release.
Sales Management
Quoting and managing sales orders enables the vital coordination of activities between your sales, plant, shipping, and accounting groups.
You dictate whether to hold all companies in a single database, or each company in individual databases, where each company can have its own chart(s), currencies, and calendars.
Use the Quote Management and Order Management modules to capture orders and seamlessly integrate the information with supply chain, production, fulfillment, and accounting systems.
By streamlining the sales process—centralizing access to product, pricing, customer information - orders can be generated with a minimal number of steps. It automates and improves labor-intensive processes for quoting, proposal generation, configuration, and order entry. You can increase sales productivity by ensuring accuracy during the quote and order processes and identifying the right solution to meet your customers’ needs.
Demand Management Overview
Use Demand Management to more efficiently manage short and long term contracts, turning the demand from these contracts into sales orders and Material Requirements Planning (MRP) forecasts.
Demand Management incorporates the framework and business logic necessary to efficiently manage long term contracts. These contracts encompass forecasts, sales orders, changes to sales orders, and shipping schedules, whether the information is entered manually, electronically, or both.
You can enter demand information manually, electronically through EDI (Electronic Data Interchange), or both. The EDI feature suite generates electronic information that passes both to and from your customers.
Demand Management handles creation, analysis, editing, and reconciliation of cumulative records for releases from your customers.
Demand Management includes the following functionality to support long term contracts: • Provides the ability to have several sales orders/lines attached or subordinate to the contract.
• Creates the ability to review contracted values and quantities with actual incoming quantities and values. • Delivers an efficient interface and process to manage the volume of data possible with long term contracts. • Includes the capability to view the impact of incoming contract changes before accepting, while allowing
them to be accepted, revised, or rejected and provides the appropriate response to trading partners. • Provides access to both forecasts and sales orders from one point of entry.
• Allows the management and reconciliation of CUMs (cumulative shipping quantity).
• Allows the acceptance of incoming information to be handled individually, in mass, or in auto-accept mode at the trading partner or document level.
Important For this module to be fully functional with EDI, Service Connect must be installed. If you use
EDI to process your demand, you need to install and configure the EDI functionality on your application. You set up the EDI functionality on your network server.
Demand Contract Entry - Close a Contract
You can close a demand contract using the Actions menu. Once you close a contract, you cannot create new demand entries for that contract.
Demand Contract Entry - Open a Contract
You can reopen a closed demand contract using the Actions menu. After you reopen a contract, you can add new demand entries for that contract.
Service Management
Service management capabilities (for example, Field Service) include such areas such as production and facilities maintenance.
This suite of modules are particularly important for businesses in today's climate where maintenance and repair are often more cost-effective than new capital acquisition.
RMA Inspection Sample Size
The Return Material Authorization (RMA) module now has the ability to define both a sample size percentage and a sample size amount for the RMA inspection process.
The RMA inspection sample size value is obtained from the Part Inspection data record sample size, the sample percent or both. If there is a sample percent quantity, then the Inspection quantity is calculated using the sample percentage multiplied by the receipt quantity field. If the quantity is less than the sample size, you can set the inspection quantity to the sample size, if not, you can set the inspection quantity equal to the calculated quantity. If no part inspection record exists then the quantity value defaults.
Example
Addison Inc. wants to inspect at least 10% of parts received on any receipt and make sure that a minimum of 100 parts is inspected every time. To do this, enter a sample percentage of 10% and a sample size of 100 in Part Inspection.
Production Management
The Epicor suite of production management applications, comprised of Job Management, Scheduling, Material Requirements Planning, and Quality Assurance, uses sophisticated technologies to model your best practices and empowers your personnel to make decisions that result in optimization of your production process.
Whether you are a global, multi-site enterprise or a single-site manufacturer, the fundamental need for precise and flexible planning and scheduling is an ever present requirement for your business. Specific functionality like consolidated purchasing, transfer functionality, and consolidated financials helps global enterprises manage the complexity of their size and take advantage of the efficiencies that smaller organizations enjoy.
Enhanced Quality Assurance
The Enhanced Quality Assurance module contains a number of features which help you to assess the quality of received and manufactured parts. Use this module to reduce the cost of goods sold, so you can improve the financial performance of your products in cost and revenue.
Available functionality within this module are:
• Test Plans - Use Configurator to define the items you wish to monitor through the quality process. You can leverage this program to create rules to determine whether a part quantity passes or fails inspection. Each test plan links to a part or operation. Test data is entered against this part or operation, and the Epicor application determines the results of the inspection. Using the test results data, the application determines if the inspection process has passed or failed for the part or operation. In the event of a failure a non-conforming material record is created and handled through standard processing. All test results are stored for future analysis and review.
• Skip Lot Processing - You leverage this functionality to define how often parts are inspected at the time of receipt. If the receipt does not require inspection, this receipt quantity is passed directly to stock. If parts require inspection the receipt is placed on the inspection queue and is evaluated through a test plan. You define a series of skip lot rules in Configurator. The skipping rules are controlled at the part and supplier levels. • Calibration - You can use this module to enter calibration information against equipment. The calibration
information ensures the values used by the equipment during the quality process are accurate. The calibration information form is used in conjunction with the Configurator. Calibration information is stored against the equipment as a resource. This functionality is created to work together with the Maintenance Management and Asset Management modules.
