In today’s business environment, distributors need the flexibility to adjust their metrics to adapt to current market conditions — not spending time looking in different places to get basic reports on the status of business operations. Introducing: Epicor Data Analytics (EDA) Financial Statements powered by Phocas, the first-ranked vendor for many KPIs across all of its peer groups. EDA Financial Statements allows for timely, accurate, and accessible financial reporting. to cover this all-new component of EDA, an Epicor Data Analytics (EDA) Financial Statements Webinar will be taking place in the first week of June.

Epicor Data Analytics (EDA) Financial Statements Webinar

Join our webinar to see how modern finance leaders configure statements for their entities as well as branches, departments, product lines and more. And with permissions in place, empower users to proactively manage their performance and effectively answer their own questions.

In this webinar, we’ll uncover:

  • Why it’s urgent to advance from static spreadsheet reporting
  • Automated consolidation and presentation of month-end reports
  • Ways to empower managers with the information they need to perform
  • A centralized source of timely and accurate financial data
  • Why secure cloud access is critical for business continuity
  • How to do so much more than analyzing AR/AP and ledger data in EDA

During this webinar, you’ll see EDA Financial Statements firsthand and learn how you can become a trailblazer in financial self-service, reporting, dashboards and analysis. We look forward to seeing you there.

Watch The Epicor Data Analytics (EDA) Financial Statements Webinar Recording

Phocas and Epicor Data Analytics receive 34 top rankings in BARC’s The BI Survey 19

The Phocas-powered Epicor Data Analytics (EDA) is recommended by 100% of customers and continues to outpace BI competitors in many KPIs in its peer groups, according to BARC’s The BI Survey 19, the largest BI user survey in the world. This year, Phocas/EDA finished on top of 34 rankings and received 49 leading positions across the three groups, with a 28 percent adoption rate compared to the industry average of 18 percent.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Today, remaining agile and providing online access to your services and products is essential. Epicor Commerce Connect (ECC) Express is the ready-to-deploy eCommerce solution for small and medium-sized manufacturing and distribution businesses in the B2B space. With ECC Express, you can:

  • Stay connected to valued customers and suppliers
  • Deliver quality online experiences
  • Keep employees engaged and productive
  • Stay agile – start small, start quickly, be ready to scale

Minimum ERP Versions:  Prophet 21 2019.1, Eclipse 9.07, Epicor ERP 10.2.200, BisTrack (UK) 3.9 SP36

Middleware pre-requisites:  Prophet 21 and Eclipse: SOA API Servers;  BisTrack (UK):  Webtrack Web Services

What Is ECC Express?

Epicor ECC Express is an affordable, ready-to-deploy eCommerce solution built to be available as few as 3-5 days.

  • The site is a no-frills storefront designed around a fixed Epicor theme, though it is designed to give essential ecommerce function and self-service portal tools.
  • The offering comes with a live environment only, users will either need to upgrade or “get current” to enable testing environment.
  • Users can upgrade any time to ECC Standard or ECC Advanced at any time
  • If not upgraded after 12 months, a one-time “get current” fee of $1,000 will apply. Get Current Fee is applicable if the customer has not transitioned to other ECC tiers / offerings (ECC Base, ECC Standard, ECC Advanced) after 12 months of use. This fee is used to offset the costs of the additional test environment and testing that is needed when new ECC versions are implemented.

Epicor ECC Express Benefits

What Functionality Does ECC Express Provide?

Customer self-service portals – customers can log into the website to view accounts, orders, invoices, shipments, payments, and quotations within the site itself.

Customers can create an order through the ECC Express site as well, ensuring all necessary communications are routed through the provider’s Epicor system efficiently and securely.

Account management functionality is included, as well. This allows account admins to create users, assign permissions, and retire users responsible for viewing catalogue items, ERP orders, invoices, shipments, and payments.

Sales Rep Roles – Sales representatives using E10, Eclipse, and P21 can leverage Epicor ECC Express functionality to manage accounts, create quotes and submit orders for customers anywhere, even if remote access to their ERP system is not available.

Supplier connect (E10 only) – Suppliers may also connect to the system for RFQs, purchase orders, and PO change requests.

Elastic Search – users visiting the ECC Express site can use search functionality exactly as they would in the ECC standard and Advanced products to find products to create quotations, reference orders, submit RFQs, and more.

Epicor ECC Express, ECC Standard, ECC Advanced Functionality Grid

Who Should Use ECC Express?

Epicor ECC Express is geared toward B2B markets. It has features and functionality designed around new and existing relationships between businesses, their business partners, and their suppliers. Shopping cart functionality is not a part of the ECC Express offering.

Businesses with hundreds or a few thousand products are best suited for ECC Express. For businesses with 10’s of thousands of products, ECC standard or Advanced options are a better product to fit their needs.

What Are My ECC Express Deployment Options?

Currently, Epicor ECC Express is available only through Cloud (SaaS) deployment options.

ECC Express For Manufacturers Webinar

What Platform Powers ECC Express?

Epicor ECC Express, Standard, and Advanced products are powered by Magento, the leading commerce platform. Magento is the provider of the world-leading eCommerce platform on which ECC is built.  We chose to collaborate with Magento because of their proven expertise, market presence and flexibility in B2C and B2B.  A little on their pedigree – Magento has a huge global infrastructure, with the largest ecosystem of commerce technology and system integrator partners.  To make sure you can build out the website that best expresses your brand and your customers’ needs, Magento offers several add-on modules, themes, integrations and skills. Scaleability is a critical factor as well – small size “mom and pop” organizations use Magento all the way through top multinationals.

epicor ecc expresss magento ecosystem

Key Details of the Magento platform include:

  • Founded in 2007
  • #1 platform in both B2C and B2B
  • 26% global market share(1)
  • Largest ecosystem of commerce technology & system integrator partners
  • Availability of more than 205,000 experienced developers
  • Mid-sized merchants through $1B+ global conglomerates use Magento
  • Feature rich, scalable enterprise platform enabled by modern technology

Sources: Global commerce market share, Hivemind, April 2015

Learn More About ECC Express

Distribution Demo Video

Manufacturing Demo Video

Explore ECC Express

Distribution Demo Site

Manufacturing Demo Site

For complementary log-in credentials in these demo sites, contact Encompass Solutions at info@encompass-inc.com

Experience ECC Express

Schedule your personalized ECC Express Demo today using the contact button below and get your e-commerce site up and running within a week!

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


The latest update for Epicor ARM (Advanced Requisition Management) has been released as Epicor ARM 10.3 SP7. The developer, Precise Business Solutions, is an Independent Software Vendor (ISV) creating Epicor ERP solutions and more tools dedicated to minimizing waste and maximizing efficiency for small and medium-sized businesses.

What is Epicor Advanced Requisition Management?

Epicor Advanced Requisition Management (ARM) is an online requisition management and workflow solution designed to deliver full-cycle procurement functionality securely to your organization’s desktops or mobile devices. ARM’s real-time budget visibility empowers your company to make informed purchasing decisions, while consolidated purchase orders allow you to negotiate contract pricing with your suppliers-ultimately reducing costs and maximizing efficiency across your entire enterprise.

Solution Benefits

Epicor Advanced Requisition Management (ARM) is an online solution for managing the cycle of requisitioning, ordering, and receiving. Benefits include:

  • Reduce purchasing cost and effort
  • Improve communication internally and with vendors
  • Assign preferred suppliers or default supply locations
  • Gain visibility of the purchasing process

Features

The web-browser-based application allows easy deployment throughout the enterprise, and facilitates the entire requisition process electronically-from requisition submission through to purchase order creation and optional distribution to vendors.

Epicor ARM automates and streamlines the procurement process, utilizing a web browser to integrate with and extend the Epicor Supply Chain Management module. Multiple approval methods provide a flexible framework that can be configured to meet the requirements of any organization.

Epicor ARM 10.3 SP7

In addition to features incorporated as part of the Epicor ARM scheduled product roadmap, the updates in this release have been influenced by requests received from Epicor ARM customers.

Epicor 10.2.600 compatibility, enhanced attachment capability and support for multiple invoices against a single purchase order receipt are just some of the features we have incorporated in this release to enhance your overall ARM experience.

An overview of some of these enhancements is outlined below.

New features and enhancements in Epicor ARM 10.3 SP7

  • E10.2.600 Compatibility (E10) – ARM 10.3.7 is compatible with E10.2.600.
  • Split BIL for APM and non-APM Environments (E10) – ARM has now split BIL with one version supporting APM and the other supporting non-APM environments. Choose the appropriate version when installing this product on your environment.
  • Support Edit Tax at Line level in AP Module (E10) – This is a ‘Manual Tax Override’ function that enables you to edit and override the tax on the line. Note that the line tax will be reset to the default values when copying the Invoice.
  • Support Project, Phase and Cost Code (APM) in AP Module (E10) – AP Invoice and Debit Memo now support Project, Phase and Cost Code (APM).
  • Support Hold Invoice and Hold Payments in AP Module (E10) – When selected, the ‘Hold Invoice’ check box represents a hold status on the entire Invoice. If you post a group that contains an Invoice on hold, this Invoice will not be posted. You will need to clear this check box and then re-post the group. When selected this check box also indicates that payments will not be made against the Invoice. ARM only enables this check box functionality in the time before the AP document is approved.
  • Support PO Receipt Attachments (E10) – Users can now attach a receipt document when entering PO receipts. ARM receipt attachments will not be integrated to Epicor at this time.
  • Support Receipt Attachment Visibility in AP Approval (E10) – In addition to the support for PO Receipt Attachments (above), ARM also supports the ability to view the Receipt Attachments during the AP Approval process.
  • Original Order Value on AP Invoice (E10) – Some new read only fields have been added to the AP Invoice screen. The Ordered field shows the original value of the order raised. The Un-receipted field shows the value of the line that is not received yet.
  • AP Invoice Filter Settings Enhancement (E10) – The AP Search filtering criteria is retained for each individual ARM user.
  • Support Multiple Invoices Against a Single PO Receipt (E10) – ARM now supports partial Invoices for a single Purchase Order receipt. After adding a PO Receipt line to an AP Invoice, a new check box entitled ‘Final’ is shown on the main Invoice screen. When ticked, this action indicates the line is finished with Invoicing stage. To perform partial Invoicing the AP documents need to be within the same Invoice Group. When the first partial Invoice is created and approved, it will move from the ARMUNAPP Group to the nominated Invoice Group. If a second Invoice is raised, an error will be shown in ARM due to the two Invoices present in different Groups. Therefore, the first Invoice will require posting in Epicor in order to proceed with creating any subsequent Invoices. This functionality requires configuration in Epicor. Go to Company Configuration> Modules> Finance> Accounts Payable and enable the ‘Allow Multiple Invoicing of Receipts’ check box.
  • AP Invoice Search Results Set and Export (E10) – The Export feature now includes the Vendor name and Invoice Date on the export file.
  • AP Approval Process Enhancement (E10) – A new <Next> button feature has been added to the AP document screen. This allows the user to move and load the next AP document from the AP Search results.
  • Punchout Enhancement (E10) – The PunchOut processing has been altered to conform with SameSite cookie policy that was introduced in newer versions of Google Chrome and Microsoft Edge browsers.

Read the Epicor ARM 10.3 SP7 Release Guide for further detail on all the features and enhancements outlined above.

Epicor ARM 10.3 SP7 Upgrade Eligibility

Epicor ARM 10.3 SP7 is compatible with Epicor 10, Epicor 9.0.5 and Enterprise 7.4 SP7.

Users upgrading to Epicor ARM 10.3 SP7 should note the following:

  • If you are upgrading from ARM versions 10.0 SP6, ARM 10.1.0, ARM 10.1 SP1 – SP4, you must run the Upgrade Manager to migrate data so that it will be compatible with the enhanced approvals process that was introduced in ARM 10.1 SP6.
  • If you are upgrading from ARM 10.1 SP5 (or above) you do not need to run the Upgrade Manager to migrate your data as it will already be compatible with the enhanced approvals process (introduced in ARM 10.1 SP6).

Users upgrading to this version should perform a full synchronisation on the GLAccountDefinition and GLAccount jobs within Integration Manager

Spotlight on ‘Blanket Order’ functionality

Two common questions we receive is “What is a blanket order?’ and “Can I use it for the ordering of maintenance and repair services?”

‘Blanket Orders’ go by a few names – sometimes called ‘blanket purchase agreements’ or ‘call-off orders’. These orders allow an organisation to create a requisition for a contracted amount with a supplier, to be consumed over a period of time. Expenses can then be ‘drawn down’ from this approved amount incrementally, as required. This makes it very convenient for utilities and services-related expenses, where the exact amount cannot be known in advance.

Epicor ARM Blanket Order Demonstration

To see how ARM Blanket Order functionality works, click the demonstration video below:

About Precise Business Solutions

An award-winning and market-leading provider of ERP software solutions. Precise provides global software solutions, coupled with local business expertise. Precise is a leading provider of business software solutions and associated services to the Australian and international market place. A wholly-owned Western Australian company, Precise has been in business since 1989. Over the last 25 years Precise has assisted organisations to maximise efficiencies and gain a competitive advantage. Precise Business Solutions is also the developer of integrated companion solutions for Epicor ERP and Prophet 21: – Epicor Advanced Requisition Management (ARM) – Precise Point of Sale (POS) These solutions are distributed worldwide through their alliance partner Epicor Software Corporation. Precise continues to be a market leader in implementation, support and services. Partnering with their customers to help them be the best they can be, has always been Precise’s primary focus.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Sudden and abrupt change can interrupt anyone’s mode of operation. This couldn’t be truer than in manufacturing and distribution industries. When that change affects supply chains, livelihoods, and communities, anxieties are compounded. In these situations, people look for business leadership as a source of answers to the unknowns that are feeding their anxiety. Here are 3 ways to lead your organization through a crisis and towards a better outcome.

Business Leadership – Success From Uncertainty

There are many qualities that make a great leader, such as passion, delegating, owning responsibility, honesty, and active listening. However, not all leadership qualities are created equal when it relates to business. This is punctuated when situations are considered critical. Our current business and economic climate qualify soundly for this designation. From this point of view, below are three of the most effective and essential business leadership qualities that will help your organization endure a tough situation and lead to overall business success.

1. Give Clear Direction

A light in the dark can be more than a means of finding your way around after the power goes out. A clear path delivers comfort and confidence to move forward. In the dark, your teams may stumble over their anxiety of what may or may not come next. Direction delivers many essential signals to your organization, here are four among the most effective:

Be Calm – “Calm is Contagious” I’m not sure if its an idiom, but it should be. People react to the signals they are given every day. The most primal of which is behavior. Your calm and reassuring body language, sincerity, and timeliness reinforce the reassuring effect that essential to every level of your organization. Understanding you’ve provided a behavior to emulate every member of your organization can move forward with focused and unencumbered with anxiety.

Communicate Openly – By maintaining direct and open communication, you negate the inherent anxiety that comes with moving through the dark. Whether delivering good or bad news, your communications need to come when they are needed and provide details that lead forward. You don’t have to have all the answers, but you must let your teams know the one’s you do have.

Be Precise – Clarity is an important part of giving direction. Don’t leave room for misinterpretation. Keep your workplaces free of inefficient language and processes. By communicating in clean, clear, crisp directives, everyone remains on the same page and works towards the common goal.

Maintain Your Connection – Your organization may have been founded by an individual, but I guarantee it was built by people. Some of them may be senior members of your organization, some of them may have joined you days before any significant change upended your day-to-day. It’s important to remember that they are all invested in your continued success. If you don’t treat them as though they have a stake in the game, you may be compounding the problems you are already facing.

By giving your teams a clear direction moving forward, you enable them to keep their focus and put the unanswered questions out of their path. This leaves them free from distractions to continue towards their goal. This leads us to the next point.

2. Outline achievable goals

One of the biggest components of business leadership is to include yourself as part of the solution. Having a goal in mind helps to maintain focus. To that effect, the notion of “here’s what I, you, and we can do now…” can be real foundational support for those who can let their minds wander into the great expanse of what comes next.

By ensuring everyone has a goal, is on task, and maintains accountability throughout your organizational structure, your place in the supply chains remain uninterrupted, your products reach their destinations, and your relationships remain in good standing.

3. Identify Opportunity And Implement

This is where you show your organization that you are in control of the situation. You’ve given everyone the rundown on what’s happening form an operational standpoint and measures being taken to alleviate constraints. With the staff at ease, they can go about achieving goals and completing tasks in their “new now” modes of operation.

By identifying key opportunities that you can take advantage of during this change of pace, you communicate to everyone that growth is still happening, even if it may not be apparent on the surface. Big ships take time to steer and those efficiency projects that kept being pushed onto the back burner due to high volume orders fulfillment or staff shortages are now primed and ready to be implemented. At the very least, you can outline your strategy to achieve the implementation of new ideas and projects so that you can hit the ground running when the conditions permit.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


AIA and the Association for Advancing Automation are hosting a week-long virtual conference, AIA Vision Week 2020, covering the latest in machine vision and imaging innovations.
Broken into 5 tracks, each day of AIA Vision Week will bring you a new set of sessions geared to help you with your current vision challenges and questions. As part of AIA Vision Week, you will have the opportunity to connect with more than 100 leading vision and imaging companies. Learn about their technology innovations and how they can help your company successfully deploy vision to increase your quality, efficiency and global competitiveness.

About AIA Vision Week

AIA brings you a full week of educational conference sessions, enlightening keynote speakers and connection to the industry’s top suppliers showcasing the latest vision and imaging technologies – all from your convenient computer, tablet or mobile phone screen.

Participation is FREE and anyone working with vision and imaging technologies – or those who would like to – are encouraged to register.

You’ll get access to educational sessions that are taught by leading vision experts where you’ll learn how vision can help you increase profitability, improve throughput, reduce defects, comply with regulations, solve your automation problems and more!

Whether you are seeking entry-level training for a basic understanding of machine vision, imaging, and sensors, or are looking for more advanced solutions, AIA Vision Week has something for you.

Each day of the week, starting Monday, May 18, we’ll have multiple conference sessions, followed by a break, then we’ll resume with more topics. The conference will be presented live based in Eastern Daylight Time (GMT-4), starting about 10:00am EDT and ending about 3:00pm EDT each day. See the agenda for details.

Be sure to spend time in the Vision Products Showcase, where you can see the latest in vision and imaging technologies and connect with more than 100 leading companies. You can learn about their technology innovations and how they can help your company successfully deploy vision to increase your quality, efficiency and global competitiveness.

AIA Vision Week Study Tracks

At this time, The AIA vision Week agenda is available in full. There are 5 unique learning tracks that attendees can leverage to learn more about each technology’s unique applications. Keynote speakers are delivering informative talks and breakout sessions deliver detailed looks into more specific areas of machine vision technology. come with questions and be prepared to learn about the latest in technological innovation relating to Machine Vision, AI, applications, and robotics. Here are the available learning tracks:

About The AIA – The World’s Largest Machine Vision Trade Association

Founded in 1984, the AIA was organized specifically to advance the global understanding and implementation of vision and imaging technologies to help our members grow. We are committed to providing support and leadership on common industry issues.

Today, AIA is the world’s largest global vision and imaging trade group serving over 375 member companies from 32 countries. Our members include manufacturers of vision components and systems, system integrators, distributors, OEMs, end-users, consulting firms, academic institutions and research groups directly involved with vision and imaging.

Key AIA activities include standards development for the industry; market research and analysis (including a quarterly Vision Market Report for members); trade show sponsorship – The Vision Show and Automate; educational workshops, conferences and networking opportunities throughout the world; Online and in-person certification training; and Vision Online, the world’s leading resource for vision and imaging information.

We invite you to see AIA’s Vision of the Future video here.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.