Advanced Requisition Management Video Asset Card

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.


The latest release of Epicor Advanced Requisition Management (ARM), v10.3 SP5, is here! In addition to features incorporated as part of Epicor ERP’s scheduled product roadmap, the updates in this release have been influenced by requests received from Epicor ARM customers. Email notification enhancements, mandatory attachments and updates to standing orders are just some of the features incorporated in this release to enhance the overall ARM experience.

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.

New Features And Enhancements In Epicor ARM 10.3 SP5

  • Multiple Approver Node ‘Require All’ Function (E7/10) – A new checkbox option is now available when editing a node that allows for the selection of multiple approvers in an approval tree. When ticked, the submitted document will require all approvers configured on the node to approve it in order to progress up to the next approval node. A single rejection will result in a rejected outcome.
  • AP Location and Category Approval Trees (E10) – Epicor ARM now supports ‘Location’ and ‘Category’ approval trees for AP (Accounts Payable).
  • Email Approvals (E7/10) – Epicor ARM approvals have been enhanced to allow users to approve/reject directly from the notification email.
  • New Validation Rule: Mandatory Attachment (E7/10) – A new validation rule has been added which (when activated) requires a user to upload an attachment to the requisition before it can be submitted for approval.
  • Catalogue Default View (E7/10) – A new setting has been introduced which defaults the Catalogue search view to either Grid, List or Table format.
  • Auto Purchase Order for New Vendors (E10) – By default, purchase Orders are now automatically created upon approval of requisitions, for new vendors. This setting can be changed via vendor settings.
  • Project Budget calculation in Standard Epicor Project/Non-APM Setup (E10) – Epicor ARM now supports the ability to calculate project budgets using either WBS (work breakdown structure) Phases or Project Costs analysis in a Non-APM setup.
  • Standing Order Due Date (E10) – The due date for orders that are generated from a standing order is now configurable in Epicor ARM.
  • Support for Vendor ID Changes in Epicor (E10) – When a Vendor ID in Epicor is changed, Epicor ARM automatically updates with the new Vendor ID.
  • Auto-Email Failure Notifications (E7/10) – Epicor ARM now provides email bounce back notifications for the auto-email functionality.
  • Auto Email Notifications Supported on Auto-Approve Nodes (E7/10) – A new setting has been introduced allowing email notifications to be sent to Approvers whose approval tree nodes are flagged with the ‘Auto-Approve’ option.

Contact Your Encompass CAM for further details on all these updated features.

Epicor Advanced Requisition Management 10.3 SP5 Upgrade eligibility

Epicor ARM 10.3 SP5 is compatible with Epicor 10 and 7.4 SP7. Existing ARM customers have the option to upgrade to ARM 10.3 SP5 at any time, and while many of the features of the latest releases cater predominantly to Epicor 10 users, customers do not necessarily need to be on the latest version of Epicor to implement ARM now. Contact your Encompass Customer Account Manager for more information.

Users upgrading to Epicor ARM 10.3 SP5 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 you do not need to run the Upgrade Manager to migrate your data. It will already be compatible with the enhanced Approvals Process (introduced in ARM 10.1 SP6).

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services. 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.