epicor10_

Release NotesEpicor ERP 10.0.700.3

Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties withregard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake improvements or changes to the products or programs described in this publication at any time, without notice.The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such lawsand requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2014.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software Corporation.

Revision: September 25, 2014 5:47 a.m.

Total pages: 19

sys.ditaval

Contents

Change List - SCRs...................................................................................................................5Financial Management.....................................................................................................................................5

Accounts Receivable.................................................................................................................................5

Cash Management...................................................................................................................................5

General Ledger.........................................................................................................................................5

Payroll......................................................................................................................................................5

Production Management.................................................................................................................................6

Engineering..............................................................................................................................................6

Job Management......................................................................................................................................6

Scheduling................................................................................................................................................6

Time Management...................................................................................................................................6

Sales Management..........................................................................................................................................6

Order Management..................................................................................................................................6

Product Configuration..............................................................................................................................7

Quote Management.................................................................................................................................7

Supply Chain Management..............................................................................................................................7

Purchase Scheduling.................................................................................................................................7

Purchasing Management..........................................................................................................................7

Shipping / Receiving..................................................................................................................................8

Tools and Technologies....................................................................................................................................8

Admin Console.........................................................................................................................................8

Commerce Connect..................................................................................................................................8

Conversions..............................................................................................................................................8

General Framework..................................................................................................................................9

Information Worker..................................................................................................................................9

Menus......................................................................................................................................................9

Social Enterprise.......................................................................................................................................9

Tax Connect.............................................................................................................................................9

Review Previous Update Change List - Epicor ERP 10.0.700.1...........................................10Change List - SCRs.........................................................................................................................................10

Financial Management............................................................................................................................10

Accounts Payable............................................................................................................................10

Cash Management..........................................................................................................................10

CSF Australia...................................................................................................................................10

CSF Peru..........................................................................................................................................10

Currency Management....................................................................................................................11

Job Management............................................................................................................................11

Payroll.............................................................................................................................................11

Production Management........................................................................................................................11

Engineering.....................................................................................................................................11

Time Management..........................................................................................................................11

3Epicor ERP 10.0.700.3

ContentsRelease Notes

Sales Management.................................................................................................................................12

Product Configuration.....................................................................................................................12

Supply Chain Management.....................................................................................................................12

Shipping / Receiving........................................................................................................................12

Tools and Technologies...........................................................................................................................13

Admin Console................................................................................................................................13

Conversions.....................................................................................................................................13

Information Worker.........................................................................................................................13

Reports Framework.........................................................................................................................13

Web Access.....................................................................................................................................13

Review Previous Update Change List - Epicor ERP 10.0.700.2...........................................14Change List - SCRs.........................................................................................................................................14


Accounts Receivable........................................................................................................................14

Cash Management..........................................................................................................................14

CSF Switzerland...............................................................................................................................14

Fixed Assets.....................................................................................................................................14

Payroll.............................................................................................................................................15


Engineering.....................................................................................................................................15

Enhanced Quality Assurance............................................................................................................15

Material Requirements Planning......................................................................................................15

Sales Management.................................................................................................................................15

Product Configuration.....................................................................................................................15

Quote Management........................................................................................................................16

Supply Chain Management.....................................................................................................................16

Shipping / Receiving........................................................................................................................16

Tools and Technologies...........................................................................................................................16

BAQ Designer..................................................................................................................................16

Enterprise Search.............................................................................................................................16

General Framework.........................................................................................................................16

Information Worker.........................................................................................................................17

Web Access.....................................................................................................................................17

Change List - Courses....................................................................................................................................17


Accounts Payable............................................................................................................................17

Financial Foundations......................................................................................................................18


Advanced Material Management.....................................................................................................18

Service Management..............................................................................................................................18

Time and Expense Management......................................................................................................18

Tools......................................................................................................................................................18

Database Concepts..........................................................................................................................18

Embedded Customization................................................................................................................18

Epicor ERP 10.0.700.34

Release NotesContents

Change List - SCRs

Use the following information to review the changes and resolved issues that occurred since the last Epicorapplication release. The records are sorted by Functional Area, Module, and SCR number.

Financial Management

The Change List information for the functional area is listed below. Each record is tracked by its Software ChangeRequest (SCR) number and includes a type and summary description.

Accounts Receivable

DescriptionTypeSCR

Adjustment AR - Unable to adjust foreign currency credit memo after partialapplication

Application143934

Adjustment AR - In a Company without Multi Currency license unable to saveadjustment, an error appears

Application145634

Aged Receivables - Invoice Line Details are displayed twice when adding a GLcontrol at the customer level

Application146931

Cash Management

DescriptionTypeSCR

Currency Revaluation Process - Reporting Currencies Gain/Loss in Bank Balancesapplied incorrectly

Application144998

Bank Adjustment Entry - Incorrectly calculated reporting currency amounts andupdate bank balances (data repair routine)

Application147462

General Ledger

DescriptionTypeSCR

Legal Number - Unable to define default sequenceApplication145603

Payroll

DescriptionTypeSCR

Payroll Check Entry - Error appears when voiding Payroll check for hourlyemployee

Application144995


Change List - SCRsRelease Notes

Production Management


Engineering

DescriptionTypeSCR

Costing Workbench - Import Rates process should not requires the CSF Germanylicense

Application143797

Job Management

DescriptionTypeSCR

Job Status Maintenance - Firm Jobs Process causes an errorApplication147348

Scheduling

DescriptionTypeSCR

Resource Scheduling Board - Create Batch option causes an error and theprocess never ends

Application145073

Time Management

DescriptionTypeSCR

Time Sheet Entry - Co-Parts section causes an error when values are input forBatch Jobs

Application145177

Time Sheet Entry - Autoreceiving does not move cost to stockApplication146904

Sales Management


Order Management

DescriptionTypeSCR

Order Entry - Allow lines for configured sales kits to be flagged for make directApplication142905

Order Entry - Unable to retrieve records in Sales Order Search when the TerritorySecurity on SO is checked

Application146969


Release NotesChange List - SCRs

DescriptionTypeSCR

Order Entry - Allow lines for configured sales kit components be flagged formake direct and remove make direct from the parent sales kit line

Application148210

Product Configuration

DescriptionTypeSCR

Product Configurator - Run BAQ does not work with an extended UD tableApplication105892

Configurator EQM - Displayed attributes are not used in the current specificationApplication144011

Configurator User Definable Functions - Unable to save UD method with a userID with a space or dash, or if it is a number

Application146420

ConfiguratorSalesKits - Unable to set any fields on OrderDtl with a rule actionfor sales kit components

Application146871

Configurator Entry - Specified link selection error on New Document Rule action:"Method not found"

Application148271

Quote Management

DescriptionTypeSCR

Time Phased Inquiry - Arrived items are not displayed in time phaseApplication145377

Opportunity / Quote Entry - Unable to search when there are multiple salesterritories

Application146364

Supply Chain Management


Purchase Scheduling

DescriptionTypeSCR

Generate Purchase Schedules - Process does not complete when Part Schedulehas no related POSuggDtls

Application145254

Part Schedule - Grid shows contracts not related to selected partApplication145446

Purchasing Management

DescriptionTypeSCR

Purchase Order Entry - Unable to create a second Contract PO for samepart/supplier with a different date

Application129129



Shipping / Receiving

DescriptionTypeSCR

Customer Shipment Entry - Conversion 1350Erp.Internal.Conversion.CartonTrkDtlPatchFldsToDB errors out

Application142871

Drop Shipment Entry - Credit card processing does not work for Drop ShipEntry

Application143119

Tools and Technologies


Admin Console

DescriptionTypeSCR

Administration Console - Add Company is not setting currencyTools146219

Administration Console - Unable to Create New Company if UD fields havebeen added to Company table

Tools147855

Commerce Connect

DescriptionTypeSCR

Epicor Commerce Connect Customer - ECC credit cards should be able toprocess without the Epicor 10 credit card management license

Application142663

Epicor Commerce Connect Customer - Drop Shipment Entry needs to allowfor ECC third party credit card processing

Application142967

Epicor Commerce Connect Customer - Catalog discounts causing roundingerrors

Application143292

Epicor Commerce Connect Customer - Third party credit cards already Collectedare not processed

Application147490

Conversions

DescriptionTypeSCR

Database Migration - "UserChar4" column name in view or function"DemandHead" is specified more than once

Tools147766


Release NotesChange List - SCRs

General Framework

DescriptionTypeSCR

UD Table Entry - Upgraded 10.x system does not have PK definitions for UDtables

Tools144190

Session Management - Reclaim session after license expiry does not workproperly; preventing users with the Allow Multiple Sessions setting disabledfrom logging in again if their session has timed out

Tools146753

Company - Unable to add a second company for appserver with a new DB,Epicor 10.0.700.3 Installation

Tools147812

Information Worker

DescriptionTypeSCR

Information Worker Content - RMA receipts and dispositions importing intooutlook when not related to customer imported

Application143607

Menus

DescriptionTypeSCR

Menu Maintenance - Group/Users frame displays all security groups and notonly groups from Current company or tenancy

Tools147502

Social Enterprise

DescriptionTypeSCR

Data Notifications - Error generating notifications with changes only to UDfields

Tools144188

Tax Connect

DescriptionTypeSCR

Tax Connect - Only the last shipment invoice in group is calculating taxautomatically

Application146835



Review Previous Update Change List - Epicor ERP 10.0.700.1

Use this section to review the previous change lists for Epicor ERP 10.0.700.1. Each Epicor application update iscumulative. For example, the Epicor ERP 10.0.700.2 update includes the SCRs and Enhancements included in10.0.700.1 and 10.0.700.2 updates.

Change List - SCRs




Accounts Payable

DescriptionTypeSCR

Aged Payables - Prepayments and Debit Memos not displayed on the reportApplication142888

Cash Management

DescriptionTypeSCR

Currency Revaluation Process - (Part 2) Report displays wrong variance amountsfor reporting currencies

Application142759

CSF Australia

DescriptionTypeSCR

CSF Australia - ABA format, Direct debit bank file is created with zero amount,if "Summarize Per Customer" is on

Application143063

CSF Peru

DescriptionTypeSCR

CSF Peru - Issues with AR BOE cancelled & protestedApplication143064

CSF Peru - Withholding Tax Certificate report not functioningApplication143387

Epicor ERP 10.0.700.310

Release NotesReview Previous Update Change List - Epicor ERP 10.0.700.1

Currency Management

DescriptionTypeSCR

Currency Revaluation - Post Process ends in error when a Petty Cash withForeign currency is used to be revaluated

Application143712

Job Management

DescriptionTypeSCR

Inventory / WIP Reconciliation Report - Invoice Transaction not created whenusing Credit Card Order

Application141609

Payroll

DescriptionTypeSCR

Payroll Check Entry - Check links to Labor Transactions are not converted fromEpicor 9

Application141687



Engineering

DescriptionTypeSCR

Engineering Workbench - Alternate method revision cursor lost its positionafter deleting an operation and trying to add new ones

Application141564

Time Management

DescriptionTypeSCR

Time Sheet Entry - When a recall is made the Labor Qty field is grayed out andthe Labor Qty cannot be modified

Application142591

Time Sheet Entry - Submit on Save checkbox inhibits save process when thesubmit button was selected first

Application143752

11Epicor ERP 10.0.700.3

Review Previous Update Change List - Epicor ERP 10.0.700.1Release Notes

Sales Management



DescriptionTypeSCR

Configurator Rules - Triggers to delete PcRules and PcRulesExpr are not usingthe correct criteria

Application141235

Configurator Document Rules - Document rule condition is not fulfilled onDemand Entry Detail

Application141826

Configurator Document Rules - With record creation the pricing rules are notapplied

Application141970

Configurator Document Rules - Updating QuoteHed target entity does notfunction when using Doc Rule of "The target entity is [equal to] [QuoteDtl]value"

Application142367

Configurator Rules - User can save method rules without defining ruleconditions/actions

Application142436

EQM - Users are never prompted if they would like to reconfigure an inspectionprocessing configuration

Application142469

Configurator Rules - Session parameter conditions listed unnecessary optionsto compare

Application142664

Configurator Global Variables - Unable to run the configurator when havingglobal variables assigned to an input

Application142669

Configurator Rules - Part replacement for phantom BOMs not collapsing thephantoms

Application143405




DescriptionTypeSCR

Customer Shipment Entry - Mass Ship and Ship All defaulting incorrect quantityfor job ship qty when a partial shipment exists

Application143056

Epicor ERP 10.0.700.312




Admin Console

DescriptionTypeSCR

Company creation - The transaction under which this method call was executingwas asynchronously aborted

Tools142957

Setup Environment - Create desktop icon with fully qualified configuration filename

Tools142972

Conversions

DescriptionTypeSCR

Database Migration - When migrating database Epicor 9.05.702 ProgressUnicode DB to E10.0.600.3, a lot of records having Chinese Character as thePrimary Key are skipped

Tools142320

Information Worker

DescriptionTypeSCR

Information Worker Content - Business logic objects in the content pack notsetting default values for the SysRowID

Application143592

Reports Framework

DescriptionTypeSCR

Reporting Framework - BAQD using Crystal is not executed from the MenuItem

Tools142884

Web Access

DescriptionTypeSCR

Web Forms - Single Sign On does not work in EWATools143347

Web Forms - Issue with UD_SysRevID column when savingTools143554

Web Forms - Hide the Remember Me checkboxTools143809

13Epicor ERP 10.0.700.3


Review Previous Update Change List - Epicor ERP 10.0.700.2

Use this section to review the previous change lists for Epicor ERP 10.0.700.2. Each Epicor application update iscumulative. For example, the Epicor ERP 10.0.700.3 update includes the SCRs and Enhancements included in10.0.700.1, 10.0.700.2, and 10.0.700.3 updates.

Change List - SCRs




Accounts Receivable

DescriptionTypeSCR

Customer Statements - Applied credit is added to Total in Aging instead ofbeing subtracted

Application143047

Adjustment AR - Gain/Loss Transaction is generated when Adjustment amountmatches the Invoice Balance

Application143048

Invoice Entry AR - Miscellaneous Invoice is not balanced using sales order withtaxes

Application143629

Cash Management

DescriptionTypeSCR

Bank Adjustment Entry - Incorrectly calculates reporting currency amounts andupdate bank balances

Application144269

CSF Switzerland

DescriptionTypeSCR

CSF Switzerland - Layout of Select Invoices Form for AP Payments is corruptApplication143398

Fixed Assets

DescriptionTypeSCR

Asset Edit List - Printing the edit list duplicates FATran records for depreciationadjustments

Application144818

Epicor ERP 10.0.700.314


Payroll

DescriptionTypeSCR

Payroll Check Entry - Generate Checks action requires validations and applyright pay rates according to effective dates

Application143435



Engineering

DescriptionTypeSCR

Mfg Lead Time Calculation Task - Stops with error 'The added or subtractedvalue results in an un-representable DateTime'

Application142463

Enhanced Quality Assurance

DescriptionTypeSCR

Inspection Plan - Cannot configure without a Configurator licenseApplication144656

Material Requirements Planning

DescriptionTypeSCR

Process MRP - MRP ends with an unexpected errorApplication143905

Process MRP - Process does not complete using customer databaseApplication144471

Process MRP - Unfirm jobs are not deleted in Regen mode causing duplicatejobs

Application145290

Sales Management



DescriptionTypeSCR

Product Configurator - Error Unhandled Microsoft .NET Framework exceptionoccurred in w3wp.exe [2476].

Application131645

Resource Group Maintenance - Cannot insert duplicate key row in object'Erp.ShopCap' with unique index 'IX_ShopCap'

Application145247

15Epicor ERP 10.0.700.3


Quote Management

DescriptionTypeSCR

Opportunity / Quote Entry - Unable to save a Line for a Part and a Customerthat h\ave a Product Group and Price List assigned

Application144561




DescriptionTypeSCR

Customer Shipment Entry - Cannot ship sales order after credit hold wasremoved from sales order

Application143475



BAQ Designer

DescriptionTypeSCR

Updatable BAQ Directives - When adding a row from Infoworker, do not receivethe updated record

Tools144721

Enterprise Search

DescriptionTypeSCR

Enterprise Search - Launching Epicor 10 using the Single Sign-On (WindowsCredentials) has error: 'Password has Expired' message when using EnterpriseSearch

Tools143111

General Framework

DescriptionTypeSCR

Seed Data Conversion for 10.0.700.2 does not start nor does it get marked ascomplete

Application145520

Epicor ERP 10.0.700.316


Information Worker

DescriptionTypeSCR

IW Content Pack - CRM Calls dialog does not show exclamation mark on errorin description

Content128289

New Contact related to ship-to giving Unable to cast object of type'System.Guid' to type 'System.String'

Application143569

RMA receipts and dispositions imported into Outlook when they are not relatedto customer imported

Application143607

IW Framework - Infoworker/ Contact sync/ DataTable ExecuteInfo needs updateTools143951

Update the SysConfig.XML file to use "Erp10.sysconfig" as ConfigFileName inthe EpicorUILauncher settings

Application144709

Outlook - Using Explorer for new records of Updatable Entities retrieves error'Unable to cast object'

Application144930

Outlook - Given key is not present in dictionary; error Explore > New forCustomer Part

Application145074

Web Access

DescriptionTypeSCR

Web Framework - Single Sign on does not work in EWATools143347

Web Framework - UD fields get cleared after creating a new SCR in EWATools143714

Change List - Courses

Use the following information to review the course enhancements that occurred since the last Epicor applicationrelease. The records are sorted by Functional Area, Module, and SCR number.



Accounts Payable

DescriptionTypeSCR

New instructions for retrieving invoices after running Generate Recurring Invoicesprocess

Additionnone

17Epicor ERP 10.0.700.3


Financial Foundations

DescriptionTypeSCR

Changed steps to Workshop - Generate GL Accounts to reflect a new processscreen that now displays

Updatenone



Advanced Material Management

DescriptionTypeSCR

Rewrote the Workshop - Create Part Records to split them into separate Auto,Manual and Managed workshops

Updatenone

Service Management


Time and Expense Management

DescriptionTypeSCR

Workshop added in order to approve the resubmitted expense to allow thecompletion of the following workshop: Workshop - Unit Based expense modifiedto have user add for the current year instead of verify

Additionnone

Tools


Database Concepts

DescriptionTypeSCR

Updated the Join Type information to describe the four join typesUpdatenone

Embedded Customization

DescriptionTypeSCR

A new task about regenerating the data model is included; the task is in theUser Defined Tables workshop

Additionnone

Epicor ERP 10.0.700.318


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ContentsChange List - SCRsFinancial ManagementAccounts ReceivableCash ManagementGeneral LedgerPayroll

Production ManagementEngineeringJob ManagementSchedulingTime Management

Sales ManagementOrder ManagementProduct ConfigurationQuote Management

Supply Chain ManagementPurchase SchedulingPurchasing ManagementShipping / Receiving

Tools and TechnologiesAdmin ConsoleCommerce ConnectConversionsGeneral FrameworkInformation WorkerMenusSocial EnterpriseTax Connect

Review Previous Update Change List - Epicor ERP 10.0.700.1Change List - SCRsFinancial ManagementAccounts PayableCash ManagementCSF AustraliaCSF PeruCurrency ManagementJob ManagementPayroll

Production ManagementEngineeringTime Management

Sales ManagementProduct Configuration

Supply Chain ManagementShipping / Receiving

Tools and TechnologiesAdmin ConsoleConversionsInformation WorkerReports FrameworkWeb Access

Review Previous Update Change List - Epicor ERP 10.0.700.2Change List - SCRsFinancial ManagementAccounts ReceivableCash ManagementCSF SwitzerlandFixed AssetsPayroll

Production ManagementEngineeringEnhanced Quality AssuranceMaterial Requirements Planning

Sales ManagementProduct ConfigurationQuote Management

Supply Chain ManagementShipping / Receiving

Tools and TechnologiesBAQ DesignerEnterprise SearchGeneral FrameworkInformation WorkerWeb Access

Change List - CoursesFinancial ManagementAccounts PayableFinancial Foundations

Production ManagementAdvanced Material Management

Service ManagementTime and Expense Management

ToolsDatabase ConceptsEmbedded Customization

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