In addition to features incorporated as part of Precise Solutions’ (developers of Epicor Advanced Requisition Management) scheduled product roadmap, the updates in Epicor ARM 10.3 SP11 have been influenced by requests received from Epicor ARM customers.
Support for Purchase Order (PO) suggestions in Epicor (ERP10) is a major addition to Epicor ARM’s out-of-the-box functionality, and a focal point for version 10.3.11.
An overview of this new feature can be viewed below – or you may wish to register for our 30-minute ‘What’s New in ARM’ webinar on Thursday 10 December; which will summarize the last 12 months of module and feature updates, including PO suggestions. Register for the webinar
‘PO Suggestions’ in ARM 10.3 SP11 explained
For several years now, Epicor ARMs broad functionality (coupled with its high degree of automation and integration to Epicor ERP) has earned it the title of the ‘go-to’ solution for ad-hoc and miscellaneous purchasing within Epicor.
For certain organizations however – particularly those in the manufacturing space – a less-subjective and calculated approach needs to be utilized for inventory purchasing. This kind of purchasing is typically handled in Epicor via a process known as MRP (Material Requirements Planning).
Running MRP in Epicor produces ‘PO Suggestions’ – a calculated list of required parts based on timing, minimums, maximums, and demand. Because Epicor handles this task particularly well, it was not uncommon to see organizations using Epicor PO Suggestions to cater to the bulk of their inventory purchasing and Epicor ARM for all ad-hoc purchasing.
Now, in version 10.3.11, PO suggestions from Epicor are made visible within Epicor ARM under a new menu item labelled ‘PO Suggestions’.
With permission, an Epicor ARM user can now see and create requisitions from the current list of suggested parts.
The user checks a box next to each line to select the part to be requested.
Clicking the ‘Requisition’ button initiates the process, creating and automatically submitting new requisitions for approval based on the selected parts.
As always, approvers are automatically notified by email once the requisitions have been submitted.
By having Epicor PO Suggestion lists available in Epicor ARM, users can quickly and simply generate requisitions based on demand from Epicor, with the resulting requisitions still being subject to Epicor ARMs powerful, multi-dimensional approval functionality.
Epicor ARM 10.3 SP11 Release Guide – Download
Epicor ARM 10.3 SP11 is compatible with Epicor 10.
Users upgrading to Epicor ARM 10.3 SP11 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 to ensure compatibility with the enhanced approvals process that was introduced in ARM 10.1 SP6.
If you are upgrading from ARM 10.1 SP5 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.
‘What’s New in ARM?’ Webinar – December 10
Precise will be hosting a thirty-minute webinar on Thursday 10 December at 11am (GMT).
We will be highlighting some of the newest and most popular features incorporated in Advanced Requisition Management over the past twelve months. This webinar will cover:
- PO Suggestions
- Email Approval Enhancement
- External Integration Suite (Punchout)
- Advanced Approval Trees
- Requisition Line Defaulting
What is Epicor Advanced Requisition Management?
Epicor Advanced Requisitions Management (ARM) is an online workflow and purchase requisition tool which enables organizations to gain visibility and control over their procurement spending and reduce their purchasing costs.
Epicor ARM automates and streamlines the procurement process, utilizing a web browser to integrate with and extend the Epicor Purchasing module. Multiple approval methods provide a flexible framework that can be configured to meet the requirements of any organization.
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.
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