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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.


Join us for an upcoming webinar being hosted by our supply chain technology partner, SourceDay, on the topic of COVID-19 supply chain disruption.

COVID-19 Supply Chain Disruption – A Procurement Professional’s Perspective

Featuring Global Interconnect’s Director of Global Procurement, Troy Mauk and SourceDay’s CMO Sarah Moore, the event include a live Q&A taking place on April 7, 2020, at 11:00AM CST.

The presenters will discuss how Troy used SourceDay to proactively communicate with his suppliers and triage the most important open orders and resolve them quickly. To date, none of their sites has had any downtime despite global supply chain disruption.

Additional topics discussed in this webinar include:

  • Expediting updates from suppliers
  • Getting quick supplier confirmations
  • Focusing on the most critical exceptions
  • Preventing production impact
  • Containing cost through communication

If you can’t make it to the event, register anyway. That way, you’ll have access to the recorded presentation to review at your convenience.

We hope to see you there.

About SourceDay

SourceDay’s platform provides a digital interface between a manufacturer’s ERP system and hundreds of suppliers, automatically updating changes to delivery dates, pricing, and quantities throughout the order lifecycle and across the supply chain. Replacing manual processes with software improves customers’ understanding of the many changes that occur throughout the lifecycle of an order. Procurement teams stop spending their time on fire drills and reacting to expensive surprises. Now they have time to manage suppliers more strategically, proactively addressing pricing and quality issues and ensuring their factories receive the materials they need to meet customer commitments on time.

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 has helped modernize operations and automate 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.


“3 Ways to Manage COVID-19 Disruption on Your Supply Chain” Was published by SourceDay CMO Sarah Moore on March 16, 2020. you can read the full article HERE.

“How many of your PO lines have exceptions?” – Account Executive at SourceDay

“These days? All of them.” – Global CPG Manufacturer

Manufacturing is no stranger to change, but the coronavirus is changing the game. Schools are closing, and companies have told employees to work from home. Major sporting events and tradeshows are canceled or postponed. Supply chains have started to experience all kinds of disruption. Some will struggle to keep up with record demand, as consumer fears create runs on toilet paper and canned goods. Others will shut down production because of canceled orders and watch their inventory pile up.

Unfortunately, most manufacturers depend on email and spreadsheets to manage open orders with their suppliers. Rather than foster resilience, this approach makes it more likely that they will struggle to manage the impact this global pandemic could have on their businesses.

As the supply chain point person, I rest easier knowing that SourceDay can bring me completely up to date in short order!

Troy Mauk
Director of Global Procurement at Global Interconnect

In the year 2020, there’s no need to depend on manual updates to spreadsheets and ERP systems. By using SourceDay’s cloud software and managed services, you can have a single source of truth on every line of every order. And it can be accessed by your teams from anywhere at any time.

“I immediately started looking at SourceDay to see what was confirmed and what was late. I put priorities on the hotlist, and said to our suppliers, ‘here’s what you need to focus on for the next 4 weeks.’  We implemented critical use of the ‘Hot List’ function to shepherd our suppliers in deliveries and to gain real-time insights into confirmed shipments.”

Troy Mauk
Director of Global Procurement at Global Interconnect

3 Ways to Manage COVID-19 Impact

There are three primary ways SourDay solutions help you manage the unprecedented impact COVID-19 could have on your supply chain:

  1. Get real-time visibility to all open orders. Use SourceDay to move your open order report online so buyers and suppliers can collaborate on changes to dates, quantities, and pricing. Any approved change is automatically updated in your ERP.  This will give your demand planning engine accurate supplier order fulfillment data and lets the whole business know what to expect on every line of every order.
  2. Help your buyers and suppliers focus on the most critical exceptions. SourceDay automatically filters PO’s to help buyers prioritize the most important exceptions that might impact production. When buyers and suppliers spend less time updating each other in email, spreadsheets, and data entry, they spend more time making sure you ship your orders on time.
  3. Contain cost with streamlined communication. As customer demand shifts throughout this crisis, Sourceday can help you stay on top of changes that could drive up costs. Communicate push outs and pull-ins more quickly and systematically. Use SourceDay software to safeguard against price gouging and excess inventory.

As SourceDay CEO Tom Kieley wrote last week, the manufacturing industry is resilient. It’s weathered countless global crises because its leading companies found innovative ways to overcome unprecedented challenges. We’re being called to do that again now.

Use SourceDay Free for 90 Days

COVID-19 has moved our supply chains into uncharted territory. Global and local leaders worldwide are ready to do whatever it takes to ensure they continue to run as smoothly as possible. SourceDay’s mission has always been to do the same. That’s why we’ve decided to offer new customers the SourceDay PO Collaboration and RFQ Collaboration solution free for the first 90 days. We know this global pandemic will make the next few months particularly challenging. But we also know we can help you get through this stage if we start now.

Together, we’ll get through these unprecedented times.

  • Sarah Moore, CMO at SourceDay

About SourceDay

SourceDay’s platform provides a digital interface between a manufacturer’s ERP system and hundreds of suppliers, automatically updating changes to delivery dates, pricing, and quantities throughout the order lifecycle and across the supply chain. Replacing manual processes with software improves customers’ understanding of the many changes that occur throughout the lifecycle of an order. Procurement teams stop spending their time on fire drills and reacting to expensive surprises. Now they have time to manage suppliers more strategically, proactively addressing pricing and quality issues and ensuring their factories receive the materials they need to meet customer commitments on time.

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 has helped modernize operations and automate 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.


ERP and automation technologies have grown by leaps and bounds to address small business’ need for efficiency, productivity, and profitability. Modern process automation and efficiency increases are essential to departments like finance, accounting, human resources, production, material management, quality management, distribution, and sales. Without a proper framework to bring these departments together and working in harmony, a business of any size risks catastrophic failure. ERP supply chain management solutions deliver focused tools to businesses, providing better overall performance, accountability, and customer satisfaction.

Enterprise Resource Planning (ERP) And Supply Chain Management (SCM)

Affordable Enterprise Resource Planning software for manufacturers and accessible automation technologies for manufacturers enable competitiveness in an industry that is constantly evolving. Supply chain automation technology is in higher demand with each passing day. Built to increase the efficiency of operations that extend beyond the four walls of the factory, supply chain management software holds suppliers accountable, builds stronger trading partnerships, and delivers increased customer satisfaction that earns businesses brand loyalty.

How ERP Software Enables Better Supply Chain Management

When a business considers all the parties involved in the supply chain, from manufacturers, suppliers, distributors, retailers, and customers, it can be difficult to control. The process of keeping everything in line requires careful and diligent planning, execution, control, and ongoing monitoring of supply chain activities.

Businesses will find that an ERP system built with the supply chain in mind will be more than effective in handling the storing, transporting, managing demand for manufactured goods. From procurement to product delivery, the integration of material, information, and financial information flow cement ERP as an essential tool for efficient supply chain management.

The Roles Of ERP In Supply Chain Management Processes

From the global conglomerate the mom-and-pop job shop, ERP and SCM software may seem intimidating. However, their viability for businesses at any size cannot be overstated. It simply becomes a matter of size and scope of the software. Placing a focus on efficient supply chain activities and strategy going forward will enhance facility productivity, product quality, and cost-efficiency.

ERP software scales businesses, plain and simple. With growth, the subject of Supply Chain Management demands greater emphasis. Mixed-mode, make-to-order, make-to-stock, Engineered -to-order, and configured-to-order manufacturing operations all have a need for these advanced technologies. This doesn’t even consider the supply chain automation opportunities that arise when ERP systems in place. Replenishment, communications between partners, manufacturers, and customers, even automated profiling of suppliers to get the next replenishment from your favored vendors are possible with automated supply chain management software embedded within ERP.

ERP software doesn’t just enable supply chain management strategies, it informs your teams and keeps them running at peak efficiency. This ensures your business runs smoothly in the face of supply chain disruption. We can break down the role of Epicor ERP alongside supply chain management into eight main categories:

  • Purchase Management
  • Demand Management
  • Inventory Management
  • Shipping And Receiving
  • Warehouse Management
  • Advanced Material Management
  • Supplier Relationship Management
  • Supplier Connect

ERP Supply Chain Purchasing Management

Collaboration is key during the purchasing process to ensure orders move smoothly in and out of an ERP system. Tracking the performance of collaborative activities becomes more difficult as an organization grows. ERP fills the gap, providing businesses with the means to track, control, and comply with regulation and governance standards of their given industry. The result is accuracy, compliance, and security in supplier relationships.

  • Automated purchasing tools improve supplier collaboration, order accuracy, and negotiating while streamlining purchase order writing and tracking of supplier performance.
  • Improved on-time delivery reduces inventory levels, which improves cash flow and enables cross-referencing, mass purchase order receipts, requisition tracking, and more.

an image of a purchasing manager in a warehouse as part of ERP Supply Chain Management solutions

ERP Supply Chain Demand Management

Convert demand into sales orders and forecasts thanks to the efficient management of short- and long-term customer demand contracts. As a result, fulfillment decisions become second nature.

  • inventory management is made easy with statistical forecasting and planning tools that enable collaboration, consolidation, and aggregation.
  • Leverage invaluable insights to decrease on-the-shelf inventory, enhance flexibility, improve fill rates, and deliver a better customer experience overall.
  • Visual tools make interacting with supply chain demand data efficient and easy.

ERP Supply Chain Inventory Management

Digitize, automate, and simplify your processes for greater profitability at any scale, all while minimizing the inventory costs and risks associated with conforming to industry standards.

  • Meeting customer expectations becomes easy with superior visibility into costing, tracking, and country of origin.
  • From purchase order through manufacturing and shipping, material flow management becomes easy with an extensive suite of analysis tools, including shortage monitoring, reorder analysis, stock status, and many more.
  • Reduce annual audit costs significantly by leveraging automated control and regular inventory counting tools provided by ERP solutions for the supply chain.

an image of a full warehouse as part of ERP Supply Chain Management solutions

 

ERP Supply Chain Shipping And Receiving Management

Ensuring accuracy and customer satisfaction becomes easy with the shipping and receiving logistics solutions provided by ERP. The ability to monitor incoming and outgoing items for orders, subcontract parts being sent to a supplier, raw materials being received, or filling an order from stock all contribute to the enhanced shipping and receiving tools found in a robust ERP solution.

  • Efficiency, speed, and a consistent interface promote the rapid processing of shipments and receipts to provide reliable tracking at every stage of the journey.
  • By tracking container shipments and regularly updating purchase orders with enhanced accuracy and information visibility, your business can improve reliability and deliver on expectations without sacrificing time, money, or customer goodwill.
  • By driving out the cost of freight, insurance, and import duties with landed cost processing functionality margins improve significantly.

an image of shipping and receiving workers as part of ERP Supply Chain Management solutions

ERP Supply Chain Warehouse Management

ERP systems link warehouses with order processing and manufacturing operations seamlessly to optimize pick, pack, ship, and receiving processes.

  • Drive out errors and wasted resources by automating pick-and-pack, mobile-driven, and pre-pack fulfillment processes.
  • Leverage greater visibility into resource utilization throughout your warehouse to optimize processes and improve efficiency.
  • Rapid fulfillment capability enables businesses to better compete not just on cost and quality but on speed, as well.

an image of two warehouse management workers as part of ERP Supply Chain Management solutions

ERP Supply Chain Advanced Material Management

Track materials with real-time visibility and control with an advanced material management module, like that found with Epicor ERP. This function enables the monitoring of raw materials and work in process (WIP) activities throughout an entire enterprise using mobile devices and bar-coding technology.

  • By simply scanning a bar code tag you can produce accurate and timely electronic requests for materials.
  • Ensure that the right parts are delivered to the right resource at the right time utilizing an online queue of raw material and WIP parts
  • Track movement of raw materials and WIP to continuously improve efficiency

ERP Supply Chain Supplier Relationship Management

Supplier relationship management is a critical and ongoing process for manufacturers. Identifying the best partners to work with and improving supplier collaboration is easier with ERP supply chain management tools that enable buyers, procurement staff, and purchasing agents or those providing quotes, to request quotes for raw materials or subcontract services from one or multiple suppliers.

  • Make smarter and more informed sourcing decisions thanks to greater visibility and insight into supplier communications
  • Create centralized records for buyers, parts, and suppliers to maintain accuracy, simplify workflows, and eliminate redundant data entry
  • Reduce transaction times with automated tools that quickly convert supplier responses into actionable purchase orders

Epicor Supplier Connect For ERP Supply Chain management

Supplier Connect is unique to Epicor ERP and a feature of Epicor Commerce Connect. It is specifically tailored for suppliers It delivers an intuitive environment use to update their information via the supplier portal, answer requests for information, and confirm changes to purchase orders.

  • Enable business partners and customers transact with your brand online for a competitive advantage.
  • Improve collaboration by offering supplier self-service on open orders, part information, and access to invoice history.
  • Reduce staff time spent answering email, phone, or fax inquiries and increase efficiencies of your sales team.

The Competitive Benefits Of ERP Supply Chain Management

It’s a cutthroat world and businesses need every legitimate advantage they can get to ensure competitiveness. ERP competitive benefits are about as integral to the success of an enterprise as it gets.  Providing visibility and efficiency across departments, automating workflows with ERP from procurement to product delivery leads to lower overhead and operational costs.

By streamlining the path materials, financial information, and operational data take from source to destination, Epicor ERP delivers SCM that results in better control over performance, costs, and customer satisfaction. Here’s how:

  • The cost of inventory is minimized through effective demand forecasting lean inventory levels. This ensures just-in-time production methods can be effectively put into practice to bring down production costs while maintaining supply chain flexibility.
  • Epicor ERP supply chain management reduces production bottlenecks between internal processes and your external supplier. By enabling procurement best practices, the supply of goods, services, and other resources throughout the supply chain are more readily accessible and more easily leveraged.
  • Whether production revolves around children’s toys or Aerospace and Defense, transparency throughout the supply chain is key to ensure quality, accountability, and safety. Epicor ERP supply chain management delivers that transparency alongside the consolidated supply chain visibility that a business needs to thrive.

How ERP Supply Chain Management Contributes To Organizational Growth

ERP and SCM software go hand-in-hand to contribute to the overall growth of an organization. By tying in all the essential components of the procurement process, warehousing, and sales, Epicor ERP supply chain management module informs the business to a much greater degree. As a result, businesses of every size using Epicor ERP gain greater insight and operational capability.

  • The Small Business – Take advantage of an agile, cost-effective supply chain management solution that scales rapidly, effectively future-proofing your business for long-term innovation and growth.
  • The Midsize Business – Accelerate entry into new markets, quickly add new product lines and engagement with customers more easily and effectively.
  • The Enterprise – Enable team flexibility and responsiveness across verticals, whether B2B, B2C or B2X, at a global scale.

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.