Tag - mobile

highlights of Epicor 10.2.400

More Epicor 10.2.400 highlights

This post continues discussing the highlights in Epicor 10.2.400. (Here is the first part.) Especially, those related to Epicor ERP scheduling boards, mobile application, REST v2 OData v4 and Office Excel 365.

New Epicor Scheduling Boards

One highlight in Epicor 10.2.400 is the completely new design of scheduling boards. It enables you to easily detect overload problems and hanging conditions. You then can analyze schedule changes concerning cost and throughput before firmly committing them.

Epicor 10.2.400 highlights

erp scheduling

epicor 10.2.400 scheduling

So what are the specific Epicor 10.2.400 major features in these scheduling boards:

  • You can drag, drop or drilldown the schedule for multi-level assemblies and operation details.
  • The new timeline enables you to observe short-run operations, based on which you can analyze the long-run impacts of operations.
  • The view indicators, including late status and material availability, proactively send you notifications of potential problems in the schedule. Moreover, you can customize colors for your personal denotation. For example, you can categorize real, possible or delinquent load by task or operation.
  • You can flexible schedule and adjust the schedule for a single task and for the whole plant. In addition, you can lock tasks for key operations or define your priority and level capacity loads by resource/resource group.
  • In case of overload or needs of overload alleviation concerning resource/resource group, you can simply drag and drop load hours forward or backward.
  • These boards allow you to display each date and resource/resource group and access resource/resource-group as well as job scheduling information. As a result, you can check the causes of the problem and adjust the schedules.
  • The what-if (or potential/possible) mode also helps to analyze potential bottlenecks before you finish the actual schedule.

However, in case of preference of  the Classic Scheduling Board, you can easily find that option in the Menu. It is the button ‘Classic’.

Mobile application for time and expense

Some Epicor 10.2.400 major features include new time & expense mobile application. On the one hand, this function target at Requestors, whose job is to compose and send timesheet or expense reports for approval. On the other hand, its objective is to help Approvers to approve or reject timesheet or expense reports more easily.

Furthermore, this application is compatible with Apple iOS 11, 12 devices and Google Android 7.0, 8.0 ones.

REST v2 OData v4

The current upgrade in REST API is another Epicor 10.2.400 highlight. Its present version 2 takes advantage of the newest OData v.4. Thus, the way to specify the current Company as well as custom ERP-specific parameters in REST request URLs becomes friendlier. However, you need to review the changes properly when upgrading to version 2.

Here are the Maintenance Screens in Epicor 10.2.400:

  • API Key Maintenance
  • Access Scope Maintenance

Office Excel 365

Excel 2016 or higher versions are accessible now in Epicor 10.2.400.

epicor 10.2.400 excel 365

Epicor 10.2.400 highlights – to be continue

You can easily find a number of new features after upgrading your system to this new version. Though we cannot provide a full list at the moment, we are always here to listen and support you. Feel free to contact us here.


All photos and explanations belong to EpicHelp user hasokeric.

highlights of Epicor 10.2.400

Major features in Epicor 10.2.400

As Epicor Insights 2019 announces release 10.2.400, the version is now available in your Epicweb for download, and here are the major features:

  1. Automated Order Entry (DocStar)
  2. Connected Factory
  3. Lite MES (Kinetic)
  4. Scheduling Boards 2.0
  5. Mobile Time & Expense Mobile App
  6. Project WBS Phases Revenue Recognition
  7. OData 4.x REST v2

Automated Order Entry

epicor 10.2.400

Automated Order Entry (DocStar) enables you to create a sales order from an attachment in emails or a scanned image in Epicor. For instance, DocStar can scan a screen capture in Excel, PDF, .tif, Word Document, or other image files that contain a purchase order and then extract the relevant data. Then the data goes through a validation workflow. When it passes the requirements, Epicor will automatically create a sales order.

For further information on Sales Management, please click here

Connected Enterprise

features of epicor 10.2.400

new in epicor 10.2.400

Connected Enterprise is an Industrial Internet of Things (IIoT) platform for Epicor. With this feature, you can better view and track your different sites and machinery. Furthermore, it supports the Microsoft Azure IoT Hub platform.

For further information on IIoT, please click here

The list it monitors includes assets, equipment, inventory locations, as well as intelligent products.

new in Epicor 10.2.400

features of Epicor 10.2.400

updates of Epicor 10.2.400

One of the updates of Epicor 10.2.400 is the use of the Microsoft IoT hub. This hub collects data from sensors for its reporting and analytics. The MES shop floor home page then shows aggregated data and allows users to examine the performance of their equipment. Epicor users now can create rules to customize the display and set up alerts to inform them promptly the equipment status.

 

 

 

 

 

 

 

release of Epicor 10.2.400

You will need to install AzureRM and IoT Cloud Rule Processor PowerShell modules to process IoT rules in the cloud.

Lite MES – Kinetic

Kinetic Design system welcomed the world last year. Several updates in Epicor 10.2.400 based on this module includes, a new mobile, and time application. Particularly, Epicor has updated its mobile screens, e.g. Sales Order Entry and MES. The current design enables better and more popular use of Epicor on mobiles and tablets.

new in Epicor 10.2.400

features of Epicor 10.2.400

highlights of Epicor 10.2.400

updates of Epicor 10.2.400

Keep following us for further information on other functionalities of Epicor 10.2.400 in the coming week.

Source of opinions and photos on Highlights of Epicor 10.2.400: EpicHelp user hasokeric

Warehouse and Independent Distributor & Jobbers Solution

Epicor® plays a vital role in helping wholesale auto parts distributors and jobbers establish and maintain a competitive advantage through increased operational efficiency and a broad range of innovative, valuable customer service capabilities.

Wholesale Auto Parts Distributors Benefits

Epicor helps aftermarket businesses to:

  • Quickly identify the right part and even the right brand
  • Handle more customer orders, faster
  • Increase parts sales and margins
  • Drive revenue from slow-moving or obsolete stock
  • Make better inventory decisions

New Technology for New Challenges

Epicor-powered warehouse and independent distributors and jobbers can benefit from an integrated POS, smart buying practices and seamless inventory management that help increase sales, margins and customer loyalty.

Epicor solutions available for warehouse and independent distributors and jobbers include:

  • Comprehensive warehouse, business management and retail systems
  • Electronic auto replacement parts catalog and related data information
  • Parts replacement rate analysis to determine local demand
  • Connectivity solutions for online parts lookup and ordering from the service dealer up to the warehouse
  • “Bolt-on” tools for dispatch, delivery, and online customer service solutions

 

Accountancy Services Software Epicor

Financial Services System

Financial Software Functionalities

  • Connect with your customers.
  • Account for and streamline your financial operations.
  • Manage front, middle and back office data Integration.
  • Budget, procure and manage your costs efficiency.
  • Analyze and gain insight into your performance.

These processes represent a closed loop solution that ensures maximum efficiency and a connected enterprise. Epicor understands this and our ability to automate and optimize them for midsized to large financial institutions is what has made us a market-leading provider of business performance solutions for the financial services industry.

Financial Services Solutions

Industry consolidation, increasing regulation, determined competition, and sophisticated customers raise both challenges and opportunities for your financial institution. A focus on cost reduction, sales efficiency, product and service differentiation, and customer advocacy can lead to an increased wallet share, but only if supported by flexible and adaptable business software.

Through our award winning and agile business applications, Epicor for Financial Services is the only solution to offer enterprise functionality at a midmarket total cost of ownership (TCO) —combining a rich user experience with absolute flexibility and intense performance.

Accountancy Services Software

Audit and Accountancy Services Software

ERP Accounting Services Software

Audit and accountancy firms are feeling the strain of managing time and resources and are looking to innovative ERP accounting services software that will assist in applying resources, streamlining processes, and increasing over-all efficiency.

Epicor® for Service Enterprises provides your platform for success by delivering a comprehensive closed-loop practice management solution supporting the five key service-centric processes behind all audit and accountancy firms: managing business development, resourcing jobs effectively, managing engagement delivery, streamlining financial operations and regulatory compliance and analyzing business performance.

Accounting ERP

  • Support practice development through contact and knowledge management capabilities
  • Manage new opportunities and on-going client engagements with account management facilities that provide a single view of the client relationship
  • Manage client correspondence and engagement documentation through extensive links with Microsoft SharePoint® products and technologies
  • “Quick Engagements” simplify engagement creation using default and template settings
  • Accurate time management through the control of available engagement codes and control of unassigned entry
  • Maximize resource performance and utilization through increased visibility into current and future staffing needs
  • Effective management of WIP and draft billing processes with drill to detail and invoice consolidation facilities
  • Increased business agility though comprehensive business process management and workflow orchestration

Audit Business Process Management Solutions

With Epicor for Service Enterprises, you can anticipate improvements in efficiency, engagement control, utilization, client satisfaction and overall visibility resulting in more effective practice management.

Whether your firm is a mid-sized partnership, or Limited Liability Partnership, Epicor for Service Enterprises can provide the tools to help you manage rapid growth, become more efficient and realize your business vision.

 

Credit Unions

Credit Union Software

ERP for Credit Unions

With competition coming from every corner, credit unions must use technology to their advantage. In order to remain competitive in an increasingly fractured market, credit union CFOs need an accurate, flexible system that provides information in real time and lets them focus on the four key areas of accounting, purchasing, budgeting, and reporting. Our ERP credit union software does just that.

Credit Union Software Solutions to Meet Your Business Goals

  • Increased visibility and information accuracy through daily automated and audited close of business transfer from member system to finance.
  • Improved cash position through a reduction of manual, duplicate or erroneous payables transactions.
  • Reduction of administrative burden linked to improved efficiency and lower costs with financial systems that enable operations without the need to increase headcount.
  • Improved planning with integrated and flexible reporting, budgeting and forecasting solutions.
  • Increased business predictability from trusted and transparent management reporting and analysis.
  • Improved member experience and satisfaction through tight integration of people, processes and applications.

With award-winning integrated applications, and a large and growing community of credit unions, Epicor for Financial Services is a powerful credit union software solution that provides the flexibility and visibility you need to grow your company profitably by optimizing your most important resources.

Business Automation

Business Automation Software

Banking ERP

  • Increased visibility and information accuracy through seamless integration of front office, back office and finance systems.
  • Improved cash position through a reduction of manual, duplicate or erroneous payables transactions.
  • Reduction of administrative burden linked to improved efficiency and lower costs with financial systems that enable operations without the need to increase headcount.
  • Improved planning with integrated and flexible reporting, budgeting and forecasting solutions.
  • Increased business predictability from trusted and transparent management reporting and analysis.
  • Improved customer experience and satisfaction.

Regional Banking Software

With award-winning integrated applications, Epicor for Financial Services is a powerful business automation software solution that provides the flexibility and visibility you need to grow your company profitably by optimizing your most important resources. ERP for financial services is within your reach.

IT Management

Epicor ITSM

epicor-erp-v10-diagram-web

Epicor ITSM Incident Management

When an incident occurs, the goal of the service desk is to restore normal operation as quickly as possible. At the service desk, all incoming incidents are registered in Epicor TSM and prioritized and incidents that require a specialist can be immediately escalated to the correct people. Incidents received by e-mail or the Web are registered automatically. Service desk customers can monitor their incident progress via e-mail or online. A knowledge base system allows service desks to build up a searchable set of knowledge and re-use that knowledge—allowing less experienced technicians to answer difficult questions that have been answered before.

Epicor ITSM Change Management

Epicor ITSM helps organizations make changes to the IT infrastructure in a controlled way. Whether the change is required to solve a problem or it is the integration of a new system into your existing IT infrastructure, Epicor ITSM provides a method for requesting the appropriate change, ensuring it receives appropriate approvals and also tracks how long it takes to implement the change. ITSM provides your employees (including Change Approval Board members) with goal-oriented options for implementing a change in a controlled fashion.

Epicor ITSM Configuration Management

With Epicor ITSM you can get detailed insight into your IT infrastructure assets. You can easily track your hardware, software and other IT infrastructure components within ITSM. Thanks to the total overview of information, your service desk can operate effectively and efficiently, saving time for the service desk and money for the organization.

Epicor ITSM also offers you the opportunity to record financial data associated with configurations and products. Purchase value, depreciation term, value after depreciation, warranty date and installation date are captured and tracked. In addition, it’s possible to allocate costs to budget holders, departments, sister companies etc. In short, ITSM makes IT costs transparent.

Epicor ITSM Problem Management

A structural problem leads to incidents and therefore to new or repeating calls. Epicor ITSM will not allow incidents to be solved without their underlying cause being eliminated. ITSM allows you to link several incidents to a problem, and once the problem has been solved and closed; all related incidents can be automatically closed.

Epicor ITSM Service Level Management

The level of service provision can be measured by recording service agreements and costs in ITSM. This allows you to offer precisely the correct level of service. It’s possible to record Service Level Agreements (SLA) per configuration or per contact (end user or department). When an incident or problem is accepted, the applicable SLA can be consulted. The response times included in the SLA are used to monitor the queuing and lead times for you.

Comprehensive IT Service Management Solution

Aside from providing suites for those five services area, Epicor ITSM provides a self-service portal using Microsoft SharePoint technologies, business intelligence using Microsoft SQL Server Analysis Services technology and IT Operations Management (ITOM) with integration to Hitachi IT Operations Analyzer. The entire solution is built using Microsoft Visual Studio and Microsoft .NET Framework.

R&D Software

R&D Software

Research and Development Software

Epicor for Service Enterprises provides your platform for success by delivering a comprehensive closed-loop solution supporting the five key service-centric processes behind all research and development organizations: securing funding for programs, resourcing projects effectively, managing project delivery, streamlining financial operations and regulatory compliance and analyzing business performance.

With Epicor for Service Enterprises, you can anticipate improvements in efficiency, project control, utilization, customer satisfaction and overall visibility resulting in more effective initiatives.

R&D System

  • Linking everyone involved with a client initiative including external resources and freelancers;
  • Comprehensive management for securing funding, billing rules that support joint or multi-funded initiatives and full cost allocations to support both commercial and non-profit organizations;
  • Maximize resource performance and utilization through increased visibility into current and future staffing needs;
  • Removal of redundant administrative processes and related costs resulting in greater efficiencies and additional productive hours;
  • Increased business agility though comprehensive business process management and workflow orchestration.

Whether your organization is a promising start-up, filing for IPO or an established player, Epicor for Service Enterprises can provide the tools to help you manage rapid growth, become more efficient and realize your business vision.

Non-Profit Organisations

Non-Profit Organisation Solutions

Non-profit organisations face many unique challenges: An environment of constant resource constraints. Pressure to minimise operational overhead while providing high-quality service to constituencies. Rigorous and often burdensome requirements for accounting, reporting and administrative management.

Non-Profit Organisation ERP

To meet these challenges, information systems must easy to implement quickly and cheaply, simple and straightforward to use, and contribute to efficiency by streamlining operations to help cut costs. The financial systems must be flexible, able to automate fund accounting and allocation tasks, handle complex requirements, streamline and consolidate budgeting processes, and provide detailed, customised reporting.

In order to fulfill their objectives and survive in the future, tax-exempt organisations need to adopt a business-like approach in dealing with these issues. Epicor is well positioned to face these challenges by delivering an intuitive and comprehensive non-profit solution. It manages, streamlines and centralises virtually every aspect of a non-profit organisation—from donor management to finance and accounting, performance management and beyond—all within a single solution.

Non-Profit Organisation Software

For managing expenditures, Epicor provides a unique solution that tracks commitments from multiple sources against approved budgets to provide a true picture of spending to requisitioners and approvers while they are making purchasing decisions. That level of transparency and immediacy is critical to staying on budget.

Epicor for Non-Profit Organisations Incorporates Five Key Processes

  • Raise the Funds.
  • Track Donors, Prospects, and Volunteers.
  • Account for and Streamline Financial Operations.
  • Procure Efficiently and Cost Effectively.
  • Analyse and Audit Operations.

These five processes represent a closed loop solution that ensures maximum efficiency and a connected organisation. Our understanding of these five key processes and our ability to automate and optimise them for our customers is what has made us a leading provider of financial solutions for the non-profit sector.

Epicor has helped numerous non-profit organisations to be successful by providing enterprise systems and implementation expertise designed to meet the needs of non-profit concerns. With award-winning applications, Epicor for Non-Profit Organisations is a powerful, flexible business system that’s just right for organisations that need to get new systems in quickly, streamline operations and maximise return on investment. That keeps the funds flowing to where they are needed most.