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 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 costs 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 in 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 into 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 are retained for each 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 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 the 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, or 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 synchronization on the GLAccountDefinition and GLAccount jobs within the Integration Manager

Spotlight on ‘Blanket Order’ functionality

Two common questions we receive are “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 organization to create a requisition for a contracted amount with a supplier, to be consumed over some 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 marketplace. A wholly-owned Western Australian company, Precise has been in business since 1989. Over the last 25 years, Precise has assisted organizations to maximize efficiencies and gain a competitive advantage. Precise Business Solutions is also the developer of integrated companion solutions for Epicor ERP  – 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, or 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 the Industry.


Epicor invites you to a series of Epicor ERP webinars, deep-diving into the typical needs of a financial team and how these can be fulfilled by the Epicor ERP software and its add-on products. We picked a week in our calendar and scheduled several live sessions on Epicor financials as below. All webinars will be recorded and made available.

Epicor ERP Webinars

Every business needs to perform financial accounting and reporting periodically in one or another way. Epicor ERP has a vast range of financial core capabilities, modules and add-on products available to our customers helping streamline their financial processes by doing more with fewer resources in a shorter time. It is all about making their life as a financial professional easier and helping them to do their day-to-day job more efficiently.

Epicor ERP Financials Core Overview

Review of the Epicor ERP Financials Core capabilities, what’s new in the Epicor ERP 10.2.500 version and what is expected in Epicor ERP 10.2.600. Highlights of the optional Epicor ERP financial modules and a quick overview of the add-on products delivered by our ISV partners.

Date/Time: Monday, March 30, 2020 at 10:00 am CT

Registration Link

Epicor Data Analytics (EDA)

The new Financial Management package in EDA is the latest addition to our BI and Analytics product portfolio. Learn how to make intuitive, easy-to-use, dynamic, device-agnostic financial reports and dashboards with EDA in the cloud.

Date/Time: Tuesday, March 31, 2020 at 10:00 am CT

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Epicor Electronic Reports

The delivery of electronic reports and e-invoicing solutions has never been easier than with Epicor Electronic Reports. You can extract any data from your Epicor ERP system in a structured format and use it for integration with any third-party systems, for audit processes, e-invoicing, legally required electronic reports and more.

Date/Time: Tuesday, March 31, 2020 at 11:30 am CT

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Epicor XL Connect

The best Excel-based reporting product offers direct connection to the Epicor ERP database. You can create arbitrary reports with the REST API utilizing your own BAQ in Epicor ERP. Send reports and the underlying data to business analysts with the PackNGo or schedule repeated report delivery with the Broadcast functionality.

Date/Time: Wednesday, April 1, 2020 at 10:00 am CT

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Epicor Financial Planner (EFP)

EFP is a great financial budget planning product integrated with Epicor ERP. This cloud-based product features an Excel add-in and a web-based interface, allowing a real-time collaboration with all stakeholders in a workflow-based budget approval process, as well as the comparison of budgeted figures and actuals.

Date/Time: Thursday, April 2, 2020 at 10:00 am CT

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Epicor Cash Collect

If you need to tackle with late payments and outstanding customer invoices, Epicor Cash Collect is an excellent product to establish an efficient credit and collection process at your organization. Automate customer communication processes, transcribe and search calls, attach invoices to e-mails. Key customers can manage their invoices with the Customer Portal functionality.

Date/Time: Friday, April 3, 2020 at 10:00 am CT

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Epicor Tax Connect

Sales and use tax determination at the best quality. Thanks to our partner, by connecting to an industry-leading, always up-to-date service through Epicor Tax Connect, you can save a lot of time on looking up the appropriate tax rates and preparing tax returns for all the states you do business in.

Date/Time: Friday, April 3, 2020 at 11:30 am CT

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Epicor ERP Credit Card Processing

Description: Many elements of the entire credit card payment process are covered now by Epicor, helping you to save costs on processing credit card transactions securely, absolutely complying the industry standards. Review and manage transactions in real-time, make the payment experience to your customers flawless and easy by allowing them to pay with their credit cards.

Date/Time: Friday, April 3, 2020 at 1:00 pm CT

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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.