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Epicor Advanced Requisition Management (ARM) Version 10.3 SP11 has arrived!

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.

In addition to features incorporated as part of our scheduled product roadmap, the updates in this release have been influenced by requests received from our 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 and some of the newest and most popular features incorporated in Advanced Requisition Management over the past twelve months are highlighted here below :

  1. PO Suggestions

  2. Email Approval Enhancement

  3. External Integration Suite (Punchout)

  4. Advanced Approval Trees

  5. Requisition Line Defaulting

'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 organisations however – particularly those in the manufacturing space – a less-subjective and calculated approach needs to be utilised 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.

…Which is why the latest release of ARM is expected to be a game changer…

Now, in the latest 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.

The Epicor ARM 10.3 SP11 Release Guide provides further detail on version compatibility, requirement, etc.

Upgrade eligibility

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.

Do you have a question for us?

As always, please feel free to contact PSE or Precice, the editor of ARM with any questions you may have.


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