Comparing Enterprise 7.4 with Epicor 9.05

Comparing Enterprise 7.4 with Epicor 9.05 Scott Hays Director, Prod Mktg

Omar Guzman Director, Prod Mgmt

Ronald van der Linden Sr. Development Manager

Jeff Underdahl Sr. Director, SEs

Copyright © Epicor Software Corporation 2012

Copyright © Epicor Software Corporation 2012

Agenda

Product Strategy

Migration Options

Detailed Comparison

Q&A

Safe Harbor Statement FORWARD-LOOKING STATEMENTS: This Presentation may contain certain statements that may

constitute forward-looking statements under the Private Securities Litigation Reform Act of 1995. These

forward-looking statements may include statements regarding future product releases, future functionality,

revenues, cash flows, growth prospects, installed base of customers, the launch of new products and

other statements that are not historical fact. These forward-looking statements are based on currently

available competitive, financial and economic data together with management's views and assumptions

regarding future events and business performance at the time the statements are made and are subject

to risks and uncertainties. Actual results may differ materially from those expressed or implied in the

forward-looking statements. Such risks and uncertainties include but are not limited to changes in the

demand for Epicor's products; the timely availability and market acceptance of new products and

upgrades; the impact of competitive products and pricing; the discovery of undetected software errors;

changes in the financial condition of Epicor's customers; and other factors discussed in Epicor's filings

with the Securities and Exchange Commission, including Epicor’s S-4 Registration Statement filed on

January 11, 2012 and our future filings, including our quarterly reports on Form 10-Q. As a result of these

factors the business or prospects expected by Epicor as part of this announcement may not occur. Epicor

undertakes no obligation to revise or update publicly any forward-looking statements.

Product Strategy

CONVERGE EXTEND PROTECT Continued investment in and support of Epicor’s current products and solutions

Availability of new applications based on our latest technologies, to deliver additional value across current products and solutions

Ongoing product evolution leveraging Epicor’s leading next-generation technology and capabilities

Product Strategy

CONVERGE EXTEND PROTECT Enterprise 7x/8x

Enterprise 7x/8x with some Epicor ERP applications and technology

Epicor ERP

Product Strategy

CONVERGE EXTEND PROTECT Enterprise 7x/8x

Enterprise 7x/8x with some Epicor ERP applications and technology

Epicor ERP

ICE

Product Strategy

CONVERGE EXTEND PROTECT Enterprise 7x/8x

Enterprise 7x/8x with some Epicor ERP applications and technology

Epicor ERP

ICE

SPs 9.05.700 10 9.05

7.4 SP1 7.4 7.4.1

EXTEND

Components

EXTEND

Components

Your Business, Your Choice

9

7.4 SP3 7.4 SP2 7.4.1 SP1

EXTEND

Components

Epicor ERP

Financials Module/Feature/Function 7x/8x Epicor 9

General Ledger

COA segments

Dynamic segments (reference codes)

Fiscal calendars

Transactional currency

Home currency

Rate/cross-rate maintenance

Reporting (operational) currencies

Multiple books

Multi-company and inter-company

Configurable posting rules

Configurable rounding rules

GL controls

Configurable transaction validation rules

Financial reporting - AFR (FRx)

Financials Module/Feature/Function 7x/8x Epicor 9

Edit lists

Consolidation

Revaluation

Configurable tax rules

Legal numbering rules

Configurable bank/EFT interfaces

Accounts Payable

AP supplier (vendor) profiles

AP "global" cross-company suppliers (vendors)

AP accrual process

AP recurring invoices (vouchers)

AP invoice (voucher) templates

AP multiple remit-tos

AP asset management integration

AP apply date

AP 1099s

Financials Module/Feature/Function 7x/8x Epicor 9

Centralized AP

Netting (AR/AP)

AR/AP Terms

Credit and Collections module

AR automated write-offs

AR due date maintenance/split aging

AR national accounts

AR recurring payments

AR "after the fact" invoicing

AR Deferred Revenue Accounting module

AR Contract Renewal (Maint. Renewal) module

Lockbox module

Asset Management

AM - Multiple Registers (Books)

AM - Depreciation Types

Financials Module/Feature/Function 7x/8x Epicor 9

Advanced Allocations module

Budgeting

doc-link™ document management

Supply Chain Management Module/Feature/Function 7x/8x Epicor 9

Parts, alternates, and cross-references

UOM and multiple UOM

Lot generation and lot attributes

Serialization, tracking, and matching

Costing and cost tracking

Cycle and physical counts

Supplier managed inventory (SMI)

Customer managed inventory (CMI)

Purchasing

Replenishment

Assembly

Kitting

Drop ship - buy to order

Customer rebate

Supplier rebate

Supply Chain Management Module/Feature/Function 7x/8x Epicor 9

Warehouse management

Shop floor/warehouse data collection

Manifest integration

Customer Relationship Management Module/Feature/Function 7x/8x Epicor 9

Contact management

Customer account management

Marketing and campaign management

Lead, opportunity, and quote management

Case management

Information Worker (OBA)

Web and mobile worker access

Portal self-service

Sales force automation

Task management

eMarketing

Project Management Module/Feature/Function 7x/8x Epicor 9

Project Management module

Time and materials invoicing

Time and expense approvals

WIP management

Cost plus invoicing

Fixed fee invoicing

Multiple revenue recognition methods

Export of project data to Microsoft Project

Outlook style time and expense entry

Projects linked to manufacturing jobs

Multicurrency within a project

Resourcing across different business units

Multiple customers for a single project

Engaging a project through the WBS

Time phasing resource plan

Project Management Module/Feature/Function 7x/8x Epicor 9

Materials management within a project

Resource allocation

Integration with Outlook calendar

Enterprise Performance Management Module/Feature/Function 7x/8x Epicor 9

Embedded Business Activity Queries (BAQs)

Trackers

100 Role-Based Dashboards

Contextual analytical views in application forms

Replication Server

Cube Connect

EPM Performance Canvas

Pre-defined KPIs

Analytical views on mobile devices

Analytical data in Enterprise Search

Module/Feature/Function 7x/8x Epicor 9 Single UI and tools across the entire solution

Layered client and XML form metadata (Epicor Everywhere™ Framework)

Windows UI

Web UI

Mobile UI

True SOA™ agile and adaptable architecture

Web services

Enterprise search Embedded Business Process Management (BPM)

Deployment model options

Tools and Technology

Governance, Risk, and Compliance Module/Feature/Function 7x/8x Epicor 9

Global trade compliance (e.g, UPC, EAN, GTIN, RoHS, Country of Origin, etc.)

Environmental and energy management

Corporate governance (financial management, AFR, EPM)

Risk management (reporting and transparency; security)

Master data management

Security management

Table auditability/audit trails

Global Business Management Module/Feature/Function 7x/8x Epicor 9

Multi-lingual and language management

Country-specific functionality

Multiple site management

Master data management

Distributed deployment

Centralized deployment

Multi-company management

Manufacturing Module/Feature/Function 7x/8x Epicor 9

Job Management

Lean Manufacturing

Purchase Contracts

Engineering

Advanced Planning and Scheduling

Maintenance Management

Materials requirements planning (MRP)

Demand management

Employee training

Copyright © Epicor Software Corporation 2012

For more information…

Epicor Enterprise Resource Planning (“Product Catalog”)

Epicor 9 and 9.05 Release Guides

EPICweb Upgrade and Migration Center

Questions & Answers