Step by step to success: Introducing the iscala 3.0 Functional Service Pack



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Step by step to success: Introducing the iscala 3.0 Functional Service Pack FSP2 Functional Highlights 14 October 2014 Rogla, Slovenia Szabolcs Ecsedi Product Marketing Manager, Epicor PROTECT EXTEND CONVERGE Continued investment in and support of current Epicor products and solutions New, best-in-class applications and infrastructure that deliver additional value across current products and solutions Ongoing product evolution leveraging leading, next-generation Epicor technology and capabilities 2014 Epicor Software Corporation 1

Epicor iscala Releases Last 12 Months iscala 2.3 SR1 HF 9588(Apr) 23SR4 Interim Build 3 1040 (Apr) iscala 2.3 SR2 HF 11624 (Apr) iscala 2.3 SR3 HF 13647 (May) iiscala 2.3 SR1 HF 9644 (May) XL Connect Content Pack for iscala GL 1.0.4.0 (May) iscala 2.3 SR2 HF11675 (June) iscala 3.0 Beta 2 (Jun) iscala 3.0 (Jun) iscala 2.3 SR3 HF13703 (Jul) iscala 2.3 SR1 HF9700(Jul) iscala 2.3 SR2 HF11731 (Aug) iscala 2.3 SR3 HF 13742 (Aug) iscala CRM Consolidated ORG iscala 2.3 SR3 HF13703 (Jul) iscala 2.3 SR1 HF9700(Jul) iscala 2.3 SR2 HF 11731 (Aug) iscala 2.3 SR3 HF 13742 (Aug) iscala 2.3SR2 HF 11773 (Sep) iscala 3.0 HF 1177 (Sep) iscala 2.3 SR3 HF 13785 (Oct) iscala 3.0 HF 1309 (Jan) iscala 3.0 HF 1218 (Oct) iscala 2.3 SR2 HF 11905 (Jan) iscala 2.3 SR3 HF13825 (Nov) iscala 2.3 SR3 HF13915 (Feb) iscala 3.0 HF1261 (Nov) iscala Query Designer 7.1.5.C iscala 2.3 SR2 HF11856 (Dec) (Feb) iscala 2.3 SR3 HF13867 (Dec) iscala 3.0 FSP1 (Feb) Epicor AFR 10 (Feb) Epicor XL Connect 9.05 SP2 (Feb) Epicor Mobile 9.05.3 (Feb) Epicor EFP for iscala (Feb) iscala 2.3 SR2 HF 11948 (Mar) iscala 2.3 SR33 HF 13958 (Mar) Jun 2013 Sep 2013 Dec 2013 Mar 2014 30+ New HFes 100+ FixKits/Oneoffs Delivered 36.000+ Development m/h 220+ Product Enhancements 2014 Epicor Software Corporation Investment Epicor iscala QA QA throughout development process Extensive automatic regression testing Expanded business focused test scripts Dedicated QA lab environment Continuous performance testing across multiple OS versions, SQL versions, and setups Performance metrics release with every HF # ATE scripts Regression Testing Investment iscala 2.3 SR1 iscala 3.0 iscala 3.0 FSP1 163 76 2014 Epicor Software Corporation 2

Functional Service Packs Epicor iscala 3.0 Collaboration Responsive Mobility Epicor iscala 3.0 Rich Global Application Agile Business Support Choice Mobile Simplicity Responsiveness Simplify 3

Localisations and Country Specific Functionality Portugal: VAT Certification of Epicor iscala Romania, Russia & Ukraine: Delivery of bilinear accounting support (Romanian CarteaMare accounting) to simplify and automate complex reporting requirements. Sweden: Introduction of support for SIE4 (XBRL) import capabilities, Nordea PO payment method enhancements Italy: Revised VAT (Spesometro) reporting Croatian: Registers for Incoming and Outgoing Invoices Brazil: Further enhancement of the CSF introduced in iscala 3.0 Compatibility Windows 8.1 Microsoft Windows Server 2012 R2 4

Enhanced Capabilities Data management controls: Customer Tax Registration numbers (FAK 423) Refusal of negative quantities (FAK 426) Refusal of negative discounts (FAK427) Controlled Credit Order Entry (FAK 424) Block Adjustment of Sales Orders once the delivery note is printed (FAK 429) Print the invoice creation date and time on invoices Enhanced Capabilities Purchase processes: Multi-level approvals for requisitions approval levels 5

Enhanced Capabilities Purchase processes: Multi-level approvals for requisitions approval matrix Enhanced Capabilities Purchase processes: PL automatic payments and adjustment of payment proposals use new grid user inteface showing totals Easy to add / remove invoices 6

Enhanced Capabilities Purchase processes: PL automatic payments and adjustment of payment proposals use new grid user inteface showing totals Enhanced Capabilities Purchase processes: Supplier User Defined Fields Custom code files 7

Enhanced Capabilities Purchase processes: Supplier User Defined Fields Custom code files Enhanced Capabilities Sales processes: EU VAT rules are supported: TAX book-entry date can now be the date of issuing goods from warehouse, arrival of goods to customer, date of (pre)payment 8

Enhanced Capabilities Sales processes: EU VAT rules are supported: TAX book-entry date can now be the date of issuing goods from warehouse, arrival of goods to customer, date of (pre)payment Enhanced Capabilities Manufacturing: Setup Time in Work Centre Planning Detailed Work Order Reporting allowing improved GL Reporting Service Management: Entry of transactions for time, cost and material lines in SM New tab is implemented in SM Order Types -Enter Transactions. Allows the user to configure entering of transactions Advanced invoices and prepayments are implemented 9

Enhanced Capabilities Advanced Payroll: New option allowing the entry of more than 10 taxes or Social Benefits Extension of periodic accumulators allowing over 350 accumulators Project Management Project Asset Capitalisation Reporting Security Field level security is enhanced 10

Security Field level security is enhanced Security Field level security is enhanced - Visibility - Editability -Bypassing - Field-specific binding - Group-specific binding - Custom binding 11

Security Field level security is enhanced Performance iscala Advanced Credit Control calculation enhancements Crystal Reports performance improvements 12

Extended Integrations Epicor ICE 3.0 SP1 for iscala Sales Operations Service Operations Purchase Operations Extended Integrations Epicor Advanced Financial Reporting (AFR) 10 New Mobile/Browser capabilities Inline Drill-down reports Period and Book Filters for Rows Filter individual rows by company/book and/or fiscal period 13

Extended Integrations Epicor Mobile Field Service 9.05.03 Manage outdoor field service operations Work with customers and service order information Online or offline Extended Integrations Epicor Financial Planner (EFP) Budgeting and forecasting process Leverage workflows, approvals, creation of multiple budgeting models/versions Predefined templates to manage the planning process 100% Microsoft Excel user interface 14

Questions? 2014 Epicor Software Corporation 15