— Software Release Date: 01/13/2013
— Release Level: 10.0
— Online Help Updated : 05/30/2013
This topic provides brief descriptions of the major new features in Epicor Vision™ Release 10.0 initially released for general availability on 01/13/2013.
Additional enhancements were added to the release on 2/10/2013. Some of these have been added to the What’s New table and are marked as new with the following flag:
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New Functionality as of 02/10/2013 |
Here are the enhancements added to the table in the 02/10/2013 update:
• Spreadsheet Upload of Journal Entries and Beginning Balances
• Pack Slip Number in Vendor History List View
Enhancement Details
provides a list of links to all the enhancements that have descriptions extending beyond what is provided in the What’s New table.
A new detailed description was added to the online help on 05/30/2013.
Click on these links to go directly to the new feature descriptions for that functional area.
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Feature Title |
Feature Description |
Functional Area |
Auto, |
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1 |
With this release, many Accounts Payable actions you previously performed through the Vision Back Office can now be accomplished through the Vision GUI Accounts Payable tab. The following Accounts Payable activities can now be accomplished through the Vision GUI Accounts Payable tab: • Add vouchers with an open balance to an A/P check run batch. • Remove vouchers from a batch. • Generate A/P checks for the vouchers in a check run batch. • Add vouchers from Invoice History to the Cash Disbursement Batch. • Display a list of existing batches for inquiry purposes. • Display a list of vouchers on a specific batch for inquiry purposes. |
The new functionality is on three new screens located here: Accounts Payable —> Cash Disbursement A/P Check Batch Inquiry A/P Batch History Note: To have access to the new functionality, at least one of your user roles must have the A/P CASH DISBURSEMENT job function.
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AP |
Both |
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The new GUI Accounts Payable functionality provides similar capabilities as those found in the following Vision Back Office utilities: |
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AUTO • 14.2.2.3 — Cash Disbursements (Emergency & Due Date) • 14.2.2.4 — Cash Disbursements (Individual Voucher) • 14.2.2.5 — Rebate Cash Disbursements • 14.2.2.6 — Clear Check Print File (Restart New Run) • 14.2.2.7 — A/P Check Print • 14.2.2.8 — Check Register/Hand Check To Voucher Register |
OP • 13.2.3 — Cash Disbursements (Emergency & By Due Date) • 13.2.4 — Cash Disbursements (Individual Vouchers) • 13.2.5 — Rebate Cash Disbursements • 13.2.6 — Clear Check Print File - Used To Restart A New Cash Disbursement Run If A Check Register Was Not Printed. • 13.2.7 — A/P Check Print • 13.2.8 — Check Register/Handcheck To Existing Vouchers Register
For more information, see GUI Accounts Payable Check Run.
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2 |
Expanded Sourcing Options By Customer |
In past releases, in the warehouse sourcing options you could specify a sourcing warehouse and transfer type and then choose whether to include available quantity in Order Entry, Part Lookup, and AConneX for each source warehouse and transfer type combination. This release adds the same three options at the customer level. For each customer, you can now set whether to include available quantity in Order Entry, Part Lookup, and AConneX for each source warehouse and transfer type combination just as in the warehouse settings. Just as on the warehouse Source and Balancing screen, these options are check boxes.
Customer Maintenance —> Sourcing and Electronic Orders > Auto Source > Warehouses for Auto Sourcing > Include Available Qty in : • Order Entry • Part Lookups • AConneX |
These options affect the available quantity reported in these locations: [Customer Service] [Retail/POS] —> LaserCat Current Order Part
Home Page —> Part
And these operations and reports: • AConneX Inquiries and Orders • Customer CMP Pricing — Auto Menu 10.2.5 Note: These new customer settings override the settings at the warehouse level. |
CM |
Both |
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3 |
New Functionality as of 02/10/2013 |
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CM / CS |
Both |
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Vision now provides a Credit Memo contact type. You can designate any contact as a Credit Memo contact type by setting the appropriate check box here: Customer Maintenance —> Contacts Contact Type : Credit Memo |
If you create a C/M Pickup on the Customer Service —> Current Order screen, and the customer has a contact designated as type Credit Memo, that contact will be the default contact for the C/M Pickup. If that contact has an email address, the system will email the credit memo pickup ticket to that email address in the laser pickup ticket format. This is in addition to the normal processing for the C/M Pickup. |
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4 |
Vision now provides two new GUI screens that let you enter and post general ledger journal entries: General Ledger —> Journal Entry General Ledger —> Journal Entry Posting The Journal Entry screen lets you create journal entry batches. Three option buttons let you choose between Regular, Auto-Reverse, or Recurring journal entries. The Journal Entry Posting screen lets you view, edit, and post the batches you create.
Between these two new screens, you can do what you previously accomplished using the Back Office menus (Auto 14.3.1 and OP 14.1). Note: In order to use the new screens, you must have the GENERAL LEDGER job function in one of your roles. The following standard roles have the GENERAL LEDGER job function built in. • Accounting Manager • Accounts Payable Clerk • Accounts Payable Manager • Accounts Receivable
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When you post a batch from the Journal Entry Posting screen, the system automatically generates a report and sends it to the spooler. If there are posting errors, the system generates the following CRM event: • JEPostError Journal Entry Post errors exist Note: Back Office journal entry posting does not generate a CRM event. When you use the Vision Back Office to post journal entry batches, you must look at the generated report to check for errors. When you use the GUI to post journal entry batches, Vision generates the CRM event on error. You can look at the report for more detail. Note: Once you have posted a batch, you can no longer view it or edit it. |
GL |
Both |
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5 |
Spreadsheet Upload of Journal Entries and Beginning Balances |
New Functionality as of 02/10/2013 |
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GL |
Both |
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Vision now lets you use a spreadsheet to import general ledger information for a journal entry. You can use this feature to set up beginning balances as well as to import routine journal entries.
This new feature is located in the Vision Back Office, here: Auto — 14.3.1.4 — Create Journal Entries from Import OP — 14.1.4 — Create Journal Entries from Import
You will need to use the Vision File Transfer feature to copy your spreadsheet file to the Vision server. Vision Configuration —> Vision File Transfer
The spreadsheet must be saved as a TAB delimited text file with this column format: GL Number Amount Reference Description For example 01-22300-000 -48,600.00 130207 Rebate 01-22400-000 48,600.00 130207 Rebate
GL Number must be a valid, currently existing general ledger account number. An invalid number generates an error. Amount must be numeric with 2 decimal places. Reference is limited to 8 characters and is optional. Description is limited to 25 characters and is optional. If left blank it defaults to “AUTO EXCEL JE”.
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Procedure 1 Enter the GL data into a spreadsheet. Refer to Format on the left. 2 Save the spreadsheet as a TAB delimited text file. 3 Use the Vision File Transfer function to copy your TAB delimited file to your Vision server. 4 Upload the spreadsheet into your Vision system by running the following Vision Back Office routine: Create Journal Entries from Import Auto — 14.3.1.4 When prompted, type the full path and filename for your file and press <Enter>. When prompted, enter the Fiscal period in the format YYYYMM. If there are any errors during the journal entry creation, the system sends an error report to the spooler.
Once you have created the journal entries, you can view and post them via either the Vision GUI General Ledger tab, or the Vision Back Office. Note: Unbalanced entries will not be posted but instead will appear as an entry in the JE Error report the system creates at post time. |
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6 |
Spreadsheet Upload of Transfers, Orders, and Credit Memos for Multiple Customers |
In release 9.4, Vision provided the ability to create orders, transfers, and credit memos from a spreadsheet for one customer at a time. With release 10, the Vision spreadsheet functionality now lets you create orders, transfers, and credit memos for multiple customers at the same time. The basic process remains the same but the spreadsheet formats for orders and transfers, and for credit memos have both changed significantly. Also, in release 9.4, the spreadsheets could not include the header row. Now, you have the option of leaving the heading row in the spreadsheet. The menu options for uploading the spreadsheet have a new prompt asking if the spreadsheet contains a header row. |
Note: Order / transfer and credit memo spreadsheets that are formatted for the release 9.4 version of this feature are not compatible with the release 10 version of this feature. You must create new spreadsheets to use this feature in this release. For more information, see Spreadsheet Upload of Transfers, Orders, and Credit Memos for Multiple Customers.
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OE |
Both |
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7 |
Vision now lets you provide Central Services for your independent jobber customers who are running Epicor Eagle Automotive Aftermarket systems. In order to access the Central Services features, you must have the new CENTRALSERVICES role that contains the new CENTRAL SERVICES job function. The Central Services features are accessed and controlled through these screens:
Vision GUI Customer Maintenance —> ShipTo Central Services
Vision Configuration —> System Configuration —> Part Information —> Stock Depth Model
Vision Back Office Auto Menu 12.3.15.3, Central Services Menu |
The following functionality is included in Part Maintenance Functions: • Send part updates to Jobbers. • Jobbers can request updates for a list of parts. • Central Inventory. • Stock depth. • Promotional pricing.
Purchasing Functions: • Receive electronic purchase orders from jobbers. • Send advance shipping notices and invoices to jobbers. • Ability to keep the original buyer part number associated with the purchase order on the advance shipping notices and invoices.
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PM |
Auto |
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8 |
Hosted Part Price Level Validation When Adding New Parts |
This release provides an improved process for adding new parts on a system that is configured to host independent business units. Previously, if a price level was missing from the information for the new part, the system would generate an error and not add the part. Now, when you add a new part and the part is pushed to the hosted accounts, the system validates the price levels against the applicable pricing model. If any base price levels are missing, the system adds the price levels to the part with the price set to one cent ($ 0.01).
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Note: When a part is added to an account via the spreadsheet load, the prices are loaded into the Product Master EOD pricing fields, not the active pricing fields. The system does not update the part pricing until you run the pricing calculation on the part. Note: It is important to remember that the Primary Business Unit (PBU) can only maintain pricing at the Independent Business Units (IBU) if Global Pricing is in use at the PBU as well as on every IBU account where you expect the PBU to maintain pricing. |
PRI |
Auto |
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9 |
The Vision system now allows you to create a purchase order of type “Future” that does not impact regular ordering until the date you specify. The Vision system automatically converts purchase orders of type Future into type Buy when the specified PO Date is reached. The purchase quantities are then added into the active and pending quantities as appropriate and considered in the normal course of the EOD run. This functionality lets you prepare purchase orders well in advance of anticipated business needs. Instead of reminding yourself to deal with a purchase at a later date, you can create the purchase order ahead of time. Note: A Future purchase order cannot convert into a Return purchase order.
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The “Future” purchase order type is visible at all points throughout the system: Purchasing —> PO Inquiry
Purchasing —> Vendor History
Purchasing —> Part —> Whse Stock
[Home Page] [Customer Service] —> Part [Retail/POS]
Part Management —> Part Lookup —> Warehouses
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PUR |
Both |
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10 |
The Vision communications functionality for transmitting purchase orders to S.P. Richards Company has been upgraded to use FTP. All aspects of Vision that previously communicated with S.P. Richards Company via PDM/JDM now use FTP. This ensures that as the S.P. Richards Company changes its communications requirements to FTP you can continue doing business through the Vision system without interruption. Old menu options that provided PDM or JDM functionality under menu 24.1.1.2 and menu 24.3 have been removed. The SPR Parameter Maintenance menu has been moved to 24.1.1.2.4 and the field definitions have been modified to handle FTP as follows: • Field #3 = FTP Login • Field #4 = FTP Password • Field #6 = FTP IP address Also, two new fields have been added to menu 24.3.2, • Field #6 = Interface Machine • Field #7 = Interface Port When you run OP menu 24.1.1.2.1 Send PO's To SPR, the Vision system selects the open purchase orders for the warehouse and vendor you specify. Vision then generates the EDI file and immediately sends it via FTP to the S.P. Richards Company. If the EDI routine fails to retrieve the acknowledgement from SPR, it continues to try up to 5 times and then displays an error message. With the move to using FTP, the SPR Freight Manifest/Carton Count file is also transmitted via FTP when you run OP menu 9.7.1.2.7, SPR EDI Carton Count. |
In order to use this new functionality, you must do the following: 1 Contact the S.P. Richards Company to acquire your FTP Login, FTP Password, FTP IP Address, and your lower-case EDI file prefix. (See Note1: below.) 2 Log into the Vision Back Office. 3 Navigate to and run SPR Parameter Maintenance (OP menu 24.1.1.2.4). 4 Enter the FTP Login, FTP Password, and FTP IP Address assigned to you by S.P. Richards Company. 5 Save your changes. Note1: Lower-Case EDI File Prefix: Please notify SPR that you want to keep your currently existing EDI file prefix. If you keep your previous prefix, you will be able to start sending purchase orders after finishing set up. For Windows Systems: The user who runs the EDI process must have a user profile on the Vision server in order to run FTP. The user must login on the windows server console itself, one time, to establish their profile. |
PUR |
OP |
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11 |
Master Pack Quantity and Update Current PO Refresh Button |
With this release, purchase orders either created or updated by automatic processes (such as replenishment during End-of-Day) now populate and update any master pack quantities on the current purchase order. Additionally, Vision now provides a Refresh button on the Current PO screen, just above the PO Details button on the following screen. Purchasing —> Current PO |
When you click the Refresh button, Vision does the following: • Saves the current purchase order which updates the values in the line item list view. • Automatically, re-opens and redisplays the current purchase order. Note: The Refresh button is not available if you have made edits to the purchase order. You must first Accept the change to the purchase order. |
PUR |
Both |
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12 |
New Functionality as of 02/10/2013 |
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PUR |
Auto |
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With this release, the packing slip number is now displayed in the Vendor History list view when the screen displays Advance Shipping Notices. Purchasing —> Vendor History |
If you have vendor paperwork that shows the pack slip number but not the Advance Shipping Notice number, the pack slip number in the Vendor History screen list view can help you correlate the vendor paperwork with the ASN. For more information, please see the following topic: |
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13 |
Exclude Core from Delivery Charge |
Vision now lets you exclude the core charges from the delivery charges when the delivery charges are calculated as a percentage of the merchandise ordered. This new option is part of the map location configuration. Note: If you set a delivery charge amount, you cannot exclude cores. This option only works when the delivery charge is a percentage. |
You can set this new option here: Vision Configuration —> System Configuration —> Customer Information —> Map Location > Delivery Charge : Exclude Cores
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WHS |
Auto |
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14 |
Map Location Change During Verify |
If your operator profile has the security code MAP, you now have the ability to edit the map location during the release verify process. When Vision displays the release header information and asks if it is correct, you can now edit the map location just like any other information that is editable on the release. |
To add the MAP code to an operator’s security codes, you navigate to the Vision Back Office, menu 12.1.1.4, Operator Maintenance. Note: When you change the map location on the release, the customer order is not updated. It retains the original map location. |
WHS |
Auto |
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15 |
Non-Laser Picker Core Price and Headings |
With this release, Vision you can choose new options for your non-laser printed pick tickets. The options let you choose whether to print core prices and column headings. Options at the Dealer Level specify whether to include core prices. These options have been added to an existing drop-down box located here: Vision Configuration —> System Configuration —> Dealer Information —> Dealer Defaults > Printing Defaults : Price To Print on Packing List • None • Calculated Price • List Price • Price with core on non laser • List Price with core on non laser |
A new option at the Warehouse Level specifies whether to print column headings. This option is a single check box located here: Vision Configuration —> System Configuration —> Warehouse —> [Selected Warehouse] —> Inventory Management > Warehouse Information : • Print Heading on Non-Laser Pick Note: Print Heading on Non-Laser Pick is only available if the Laser Pick Ticket check box (also located in the Warehouse Information group box on the same screen) is not checked. |
WHS |
Auto |
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Hosted Vendor Purchase Order Number on Invoice |
If your system is set up for hosting independent business units, your system will now print the purchase order number on invoices. When one of the business units creates a purchase order for the hosted sourcing vendor of another business unit and then activates |
the purchase order, the system automatically generates a warehouse order in the warehouse associated with that hosted sourcing vendor. When the warehouse order is verified, the system generates an invoice and also prints the purchase order number on it.
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WHS |
Auto |
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Click on these links to go directly to the new feature descriptions for that functional area.
Not every feature will have a details section. If the feature description title is blue, it is a link. Click on it to jump to detailed information.
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# |
Feature Description |
Functional Area |
Publication Date |
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1 |
Spreadsheet Upload of Transfers, Orders, and Credit Memos for Multiple Customers |
OE |
1/4/2013 |
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2 |
AP |
3/6/2013 |
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3 |
GL |
5/30/2013 |
Back to What’s New in Release 10.0