Epicor ERP

10.2.700 Feature Highlights

Disclaimer
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Revision: October 21, 2020 3:06 a.m.

Total pages: 25
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10.2.700 Feature Highlights Contents

Contents
10.2.700 Feature Highlights...................................................................................................5
Epicor University..............................................................................................................................................5
Epicor Kinetic Transformation..........................................................................................................................6
Kinetic Maintenance Apps........................................................................................................................6
Color Contrast and Theme........................................................................................................................6
Installation/Company/Site Color Indicator..................................................................................................6
Redesigned Header...................................................................................................................................6
Lock Columns in Grid...............................................................................................................................6
Paste Data................................................................................................................................................6
Export to Excel..........................................................................................................................................7
Context Menus.........................................................................................................................................7
Charts and Embedded Web Apps.............................................................................................................7
Kinetic Customization - Epicor Application Studio Enhancements..............................................................7
Enhanced Enterprise Search Panel.............................................................................................................8
Financial Management.....................................................................................................................................8
Accounts Receivable.................................................................................................................................8
Use Bill To Customer Tax ID...............................................................................................................8
Allow Customers to Use Multiple Credit Cards...................................................................................8
Validate Customer Tax IDs via VIES....................................................................................................9
Accounts Payable......................................................................................................................................9
Validate Supplier Tax IDs via VIES.......................................................................................................9
Service Management.......................................................................................................................................9
Field Service Integration............................................................................................................................9
Start Service Process in Service Pro.....................................................................................................9
Service Call Type Integration............................................................................................................10
Invoice Service Calls Manually..........................................................................................................10
Inventory Management..................................................................................................................................10
Advanced Unit of Measure.....................................................................................................................10
Country Specific Functionality........................................................................................................................12
Australia.................................................................................................................................................12
BPay Processing...............................................................................................................................12
India.......................................................................................................................................................12
E-invoice Reporting..........................................................................................................................12
Switzerland.............................................................................................................................................13
ISO20022 XML File..........................................................................................................................13
Taiwan...................................................................................................................................................13
Tax Declaration - Security Improvement...........................................................................................13
Thailand.................................................................................................................................................13
Extending WHT Reporting Capabilities for AP to meet local statutory requirements..........................13
United States..........................................................................................................................................14
1099-NEC and 1099-MISC_20 Forms..............................................................................................14

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System Management.....................................................................................................................................14
BAQ Designer - Reset Field Attributes Action...........................................................................................14
BPM Customization of Process, Report, and Simple Services....................................................................14
Epicor ERP Cloud Production Environment Copy.....................................................................................15
Epicor Identity.........................................................................................................................................15
REST API Help Enhancements..................................................................................................................15
Kinetic REST API Help Page..............................................................................................................15
Swagger Version Update.................................................................................................................16
HTTP GET Method Support.....................................................................................................................17
System Setup.................................................................................................................................................19
Company Configuration - License...........................................................................................................19
Attachment Type Maintenance - Map to Google Drive Folder.................................................................19
Framework and Tools.....................................................................................................................................19
Report Label Clean-Up Utility..................................................................................................................19
Extension and Companion Programs..............................................................................................................20
Epicor Virtual Agent (EVA)......................................................................................................................20
Dynamic Attributes..........................................................................................................................20
Email Documents.............................................................................................................................20
Part Numbers and Descriptions........................................................................................................20
Task Skills........................................................................................................................................21
Epicor Collaborate..................................................................................................................................22
Accessing Collaborate from the MES Menu (Classic)........................................................................22
Enterprise-Wide Collaboration.........................................................................................................23
New Notification Rules....................................................................................................................24

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10.2.700 Feature Highlights

The following section contains a list of features released with the Epicor ERP 10.2.700 version. If you are upgrading
from a previous version, review this information to learn about the features added through this major version.

Epicor University

Epicor University provides learning tools, content, and training opportunities that enable you to achieve your
business goals. The suite of tools available offers comprehensive training options that align with the different
learning styles and needs of your employees, as well as in-product quick solutions that will deliver fast answers,
allowing your team to stay focused and productive with the task at hand. The list below represents content that
is new for our 10.2.700 release across our learning resources.

Training On Demand
Jump into Epicor Learning Center to review all of our new Training on Demand courses. Take a look at the Course
Catalog > Browse > Recently Added list to see what's new!

Embedded Education
Accessed from your ERP Help Menu, and woven into ELC's role-based training, the over 100 courses offer
comprehensive courses with hands-on lab exercises. Check out a few of the new titles below:
• Epicor 10 Delta Education - Tools Management
• Epicor 10 Delta Education - Financial Management
• Epicor 10 Delta Education - Manufacturing and Supply Chain Management
• Advanced Unit of Measure
• Job Management (new course version)

Help and Support Panel

The Help and Support Panel, embedded on the Kinetic Home Page, provides single search access to online help
articles, videos, and the new Guided Learning feature. Eliminate the need to manage multiple platforms, as you
can access the Epicor Learning Center, Embedded Education, EpicCare and EpicWeb from a single point.
Quickly access personalized, relevant and contextual information based on who you are and where you are in
the product. You can also enable Kinetic Field Help from the Help and Support Panel. When you have a question
about a Kinetic application you can easily find the answer without leaving the system. Simply click question marks
next to fields to open a Field Help panel on the right that displays technical details. This is a great tool to get
familiar and ease user adoption of Kinetic elements.
The new Guided Learning is based on the concept of learn-as-you-go, taking you through a complete process
in real-time life in the system. It provides product, form and feature tours, as well as in-app communications.
Experience a seamless and intuitive onboarding and training process.

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Epicor Kinetic Transformation

Kinetic Maintenance Apps

As we continue our phased rollout of the Kinetic user experience, we are now focusing on delivering forms based
on key personas. In this release, Epicor is rolling out Kinetic for the AR and AP personas, along with core
transactional forms in the quote to cash flow.
Kinetic apps give you quicker access to some of the entry features and functionality and places more emphasis
on simplicity. More importantly, kinetic applications are easy to use and intuitive so that you can accomplish your
tasks quickly and effortlessly.
If you'd like to see the complete list of Kinetic forms available in this release, please check the Release Notes.

Color Contrast and Theme

Epicor has revised the theme to be more easy to read with larger fonts and higher contrast.

Installation/Company/Site Color Indicator

You can now define colors and a friendly installation name such as pilot or live which may be used to help you
more easily see what environment, company, and site you are currently working in. Define background colors
for the Context Indicator in Company Maintenance (Company/Site ID), Site Maintenance (Company/Site ID), and
Epicor Administration Console (Installation ID and Installation Name). The Context Indicator appears in the top
right corner of all Kinetic screens in the ERP (Kinetic Home Page and programs) and displays information on the
current installation, company, and site.

Redesigned Header

The header area is redesigned to improve usability and better organize actions within kinetic applications. As you
scroll down the page, the entire header view (including Hero Bar, Crumb Bar, tabs, primary and secondary icon
lines) freezes in place at the top. The Navigation Tree on the left-hand side of the screen also stays in place when
you scroll the content of the page. Additionally, we made it easier to find actions such as adding primary (save)
and secondary (attachments) actions at the top right and reorganizing current row navigation.

Lock Columns in Grid

To keep specific columns visible while you scroll the contents of the grid, make use of the Lock option available
on the Overflow menu of each column. It freezes specific columns in place.
To unlock previously frozen columns, just select the Unlock option from the contextual menu.

Paste Data

You can upload or paste records copied from an excel spreadsheet into an editable grid to directly edit and update
records in the grid providing an equivalent feature in Kinetic grids to classic ERP grid paste insert and paste update.
You typically copy and paste data internally between grids when you are setting up multi-company processes.
Several records need to be identical in both companies, so these copy/paste features ensure the data shared by
these companies is correct.

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Export to Excel

Use the Export to Excel option to copy all data from the grid into a spreadsheet, which you can open in Microsoft
Excel. If you apply any Group By settings in the grid, these will be retained in the spreadsheet. This functionality
is available on all grids.
Note Select grids in Epicor ERP such as search results load more data as you scroll. In this case you can
export only the data that has been loaded to the spreadsheet.

Context Menus

Context menus appear when you right-click a grid, text box, drop-down list, or other control elements. As you
move around the Kinetic app, the context menu changes offering relevant options such as Open With or Paste
Update/Paste Insert.

Charts and Embedded Web Apps

Kinetic apps are enhanced to include visualizations from Data Discovery and embedded web views.
Data Discovery provides a much richer experience and has been integrated elsewhere including homepage as a
component so we extended the same capabilities into Kinetic applications.
Bring together the homepage widget system with the Kinetic component plugin system and enable charts,
embedded web views, and potentially other widgets into the Kinetic surface.
Use Application Studio to add web views and EDD charts to your kinetic apps.

Kinetic Customization - Epicor Application Studio Enhancements

We continue to enhance Epicor Application Studio, the Kinetic customization tool set available in Epicor ERP.
The Application Studio provides a low code/no code environment giving you the ability to tailor your system. The
Application Studio allows you to customize the layout and the navigation of the application, drill into its hierarchy,
create custom data rules, wire custom logic through a drag and drop event designer, and make modifications
to the interface.
The following Epicor Application Studio enhancements are available with the 10.2.700 release:
• Application Studio Homepage - You can now launch Epicor Application Studio not only from a Kinetic
application that you want to customize but from the system's main menu. This way you don't need an active
base application to start from and can go straight to the Application Studio homepage. There, you can use
the Search panel to search for the applications to customize. In on premises installations, you can also create
new applications of any type (including full applications, reusable slide-outs, search panels, etc.) with the SDK
license.
• New Components - Many new components have been added to application studio including widgets.
• Tab Component - It is possible to add the Tab component to any standard panel card. Tabs will help break
down the content on a page and fit it well within large cards.
• Improved Component & Property Panels - The layout designer component and property panels are
enhanced to improve usability. The component list now includes additional types of components such as
widgets. The properties panel has improved usability with search, better array and complex property editing,
and select complex components place components into categories.
• Keyboard Hotkeys - You can now set up default hotkeys for actions in kinetic applications and personalize
them.

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• Sliding Panel Designer - You may now design custom slide out dialogs within Kinetic applications as well
as launch standalone kinetic applications as dialogs in a sliding panel.
• Full Screen Panel Cards - The Show More option on the panel card has been replaced with a new full
screen mode which lets you make a card that can expand into a full screen page and saves time designing
applications.
For the details on each of the features, refer to the Application Studio module of the Kinetic online help.

Enhanced Enterprise Search Panel

Epicor redesigns the Enterprise Search panel to enhance user experience.

The following changes were implemented:
• Added paging in the Enterprise Search panel
• Bolded search results
• Added hit count for each of the categories in the search results
• Added the Export to Excel button to the grid view in the Enterprise Search panel

Financial Management

Accounts Receivable

Use Bill To Customer Tax ID

If you select the Use Bill To Customer Tax ID check box on the Modules > Finance > Accounts Receivable
> Additional Settings sheet in Company Configuration and enter information in the Ship To field or select
the One Time check box on the Line > Detail sheet in AR Invoice Entry, then the report uses the Tax ID value
on the Customer > Billing sheet.
Note This functionality is available for the EU countries only.

Menu Path: Financial Management > Accounts Receivable > Reports > Sales List

Allow Customers to Use Multiple Credit Cards

Sales Order Entry and Cash Receipt Entry include the Credit Card Number button allowing you to retrieve
the customer credit card information that was already used, meaning the system includes a credit card transaction
that was previously and successfully processed. This allows you to select a different credit card at the point you
enter a new sales order or enter a cash receipt. The selected credit card must include a valid expiration date.
Important This button is not available for Miscellaneous Payments.

Menu Paths:
• Financial Management > Accounts Receivable > General Operations > Cash Receipt Entry
• Sales Management > Order Management > General Operations > Sales Order Entry

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Validate Customer Tax IDs via VIES

You can now validate customer tax IDs via VIES (VAT Information Exchange System) on-the-web that is an
electronic mean of validating VAT-identification numbers of economic operators registered in the European Union
for cross-border transactions of goods or services, and generate a report with mass validation results.
Note This functionality is available for the EU countries only.

Menu Path
Navigate to this program from the Main Menu:
• Menu Path: Financial Management > Accounts Receivable > Setup > Customer
• Menu Path: Financial Management > Accounts Receivable > General Operations > Customer Tracker
• Financial Management > Accounts Receivable > Setup > Tax ID Mass Validation
• Financial Management > Accounts Receivable > Reports > Tax ID Validation Status EU

Accounts Payable

Validate Supplier Tax IDs via VIES

You can now validate supplier tax IDs via VIES (VAT Information Exchange System) on-the-web that is an electronic
mean of validating VAT-identification numbers of economic operators registered in the European Union for
cross-border transactions of goods or services, and generate a report with mass validation results.
Note This functionality is available for the EU countries only.

Menu Path
Navigate to this program from the Main Menu:
• Menu Path: Financial Management > Accounts Payable > Setup > Supplier
Menu Path: Financial Management > Accounts Payable > General Operations > Supplier Tracker
• Financial Management > Accounts Payable > Setup > Tax ID Mass Validation
• Financial Management > Accounts Payable > Reports > Tax ID Validation Status EU

Service Management

Field Service Integration

Start Service Process in Service Pro

The Field Service Integration functionality was extended with the ability to start the service process from Service
Pro. You can open a Service Call or create a Work Order from scratch, and when you add order lines and complete
the order, the system transfers order details to Epicor ERP, creating a closed Service Call, and all the necessary
transactions.

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Note that when you choose to start the process from Service Pro, the system does not take into account such
information as warranty and contract settings that may influence price calculation.

Service Call Type Integration

You can now select Service Call Types to include in the integration with Service Pro. Call Type Maintenance has
the FSI sheet where you enable the selected service call types for synchronization.
When initiating the service process from Service Pro, you must select an appropriate Call Type on Service Calls
or ERP Call Type on Work Orders.
Menu Path: Service Management > Field Service Integration > Setup > Service Call Type

Invoice Service Calls Manually

Field Service Integration now provides the option to invoice Service Pro integrated service calls manually. You
can configure whether to use automatic or manual invoicing on the Modules > Services > Field Service > FSI
sheet in Company Configuration.
Note that when you invoice a service call manually, the system creates an invoice with a single line that includes
the total price of the service call. The invoices generated automatically include a line for each type of expense
(material, labor, miscellaneous charge), so the customers can see the price breakdown.
Menu Path: Service Management > Field Service Integration > Setup > Company Configuration

Inventory Management

Advanced Unit of Measure

The Advanced Unit of Measure (AUOM) is a concept that allows you to use different dimensions (attribute
sets) for the same part and then reuse those attribute sets depending on the dimension you want to quote, order,
purchase, manufacture, ship, receive, transfer, quantity adjust, and so on.
In some industries, there is not a way for the typical ERP notion of a part to be used. One of these is the Metal
Services industry. Metals are typically bought and sold in weight but transacted in pieces. For example, a Metals
Services company will buy 10,000 lbs of a particular bar profile. The bar profile may hold the same or different
lengths. The company needs to know how many pieces of the bar item(s) in a particular length they stock, so
they can sell them. However, not only do they want to see how many pieces of the bar they have, but there can
be other attributes associated with the bar item. For instance, the bars can be stocked in different hardness,
strength, modulus of elasticity, or density. Therefore, the company can see what their inventory is at a granular
level. The attributes capability can be also used in other inventories such as gravel, where you have the same
material but different sizes or color. The attributes are built/added by users.

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Using this feature, you:

• Have the ability to use multiple UOMs/dimensions on a part by adding an additional UOM Class to a part, so
you can maintain your primary inventory and purchase and stock in different UOMs.
• Can define a specific conversion calculation and apply it between the UOMs in different UOM Classes.
Example Calculated Thickness - Known value from a supplier
• 12 gauge = .1054
• 14 gauge = .0751
• 16 gauge = .0595

• Can specify/hold/see/use, as actual inventory, different UOMs in the same warehouse bin where these different
UOMs might also consist of other attributes that further differentiate the inventory.
• Can enter new Dynamic Attribute Sets that hold part's dimension criteria. Attribute sets are system generated
or manually entered. The system generates attribute sets based on the selected attribute values and once
processed via Quote Entry, Sales Order Entry, Purchase Order Entry, and Receipt Entry. You can also enter
attribute sets using Dynamic Attribute Set Maintenance. The Attribute Sets concept is new to Epicor
ERP.
Note The Advanced Unit of Measure feature does not impact the existing Multiple UOMs functionalities.

Important To use this feature you must install the Advance Unit of Measure license and set a part to
Track Inventory Attributes. You must also turn off the ERP Handheld (HH) license.

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Country Specific Functionality

Australia

BPay Processing

BPay is an electronic bill payment service in Australia that you can use to make payments through a financial
institution's online, mobile or telephone banking facility to organizations which are registered BPay billers.
In Australia CSF, you can set up and use BPay in both AP and AR modules.
Important To start using the BPay functionality, you need to install the solution.

Use the following Accounts Payable programs:

• Electronic Interface Maintenance: Use a predefined one or a create a new electronic interface for AP BPay
service.
• Payment Method Maintenance: Set up an AP BPay service payment method.
• Bank Account Maintenance: Set up a bank's properties and an export file format it will use when creating
AP payments.
• Supplier Maintenance: Enter BPay properties for a supplier's bank.
• AP Invoice Entry: Enter an AP invoice for a supplier with specified Bpay properties.
• AP Payment Entry: Enter a payment with a BPay payment method.
• AP Posted Invoice Update: Edit and update posted AP invoices if you made a mistake in the BPay properties
of an invoice.
Use the following Accounts Receivable programs:
• Electronic Interface Maintenance: Use a predefined one or create a new electronic interface for AR BPay
receipt import.
• Payment Method Maintenance: Set up an AR BPay service payment method and its properties for different
bank formats.
• Bank Account Maintenance: specify the settings to generate BPay reference numbers for customers and
define a bank's Biller Code.
• Customer Maintenance: Assign a BPay reference number to a customer.
• AR Update Customer BPAY Reference AU: Mass assign BPay reference numbers to customers.
• AR Invoice Entry: Create and print an AR invoice with a BPay payment method.
• Bank Receipt File Import: Import bank receipt files with a BPay payment method and process customer
payments.

India

E-invoice Reporting

You can now generate an e-invoice (or several e-invoices) for domestic and export transactions and update AR
Invoice with an IRN assigned to it by the IRP. When the e-invoice JSON file uploads to the IRP, it automatically
sends the payload to the GSTN and eWay portals.
Menu Path:

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Navigate to this program from the Main Menu:

Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Entry
Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Tracker
Menu Path: Financial Management > Accounts Receivable > General Operations > Posted Invoice Update

Switzerland

ISO20022 XML File

Starting from 2018, Switzerland replaces the EFT text file formats (the Payment_CH_Postfinance.cs and
Payment_CH_Bank.cs interfaces) with XML file formats complying to ISO20022 (the
Payment_CH_Pain_001_001_03.cs interface). This format is less complex and more flexible and allows using a
single layout for different payment types.
You can set up the details for all processes in the respective topics of this guide.
• Country Maintenance
Menu Path: Financial Management > Accounts Receivable > Setup > Country
• Electronic Interface Maintenance
Menu Path: Financial Management > Accounts Payable > Setup > Electronic Interface
• Payment Method Maintenance
Menu Path: Financial Management > Accounts Payable > Setup > Payment Method

Taiwan

Tax Declaration - Security Improvement

You can now create a new tax declaration record copying data from any existing record and/or update the existing
record only if user belongs to Tax Declaration Admins group set in Company Configuration.
You can track the changes by installing a new solution which activates the Change Log functionality.
Menu Path: Financial Management > Accounts Receivable > General Operations > Tax Declaration Maintenance
TW

Thailand

Extending WHT Reporting Capabilities for AP to meet local statutory requirements

You can:
• Set the PND1, PND2, PND3 and PND53 attributes to suppliers;
• Add third party service providers (both registered and one-time) during AP Invoice entry if those are known.
You can adjust their properties after the system creates the default split of WHT tax lines during AP Payment
entry;
• Split WHT tax lines manually adding new third party service providers during AP Payment entry.
Menu Path:
Navigate to this program from the Main Menu:
Menu Path: Financial Management > Accounts Payable > General Operations > Invoice Entry

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Menu Path: Financial Management > Accounts Payable > General Operations > Invoice Tracker
Menu Path: Financial Management > Accounts Payable > General Operations > Payment Entry

United States

1099-NEC and 1099-MISC_20 Forms

You can now use 1099-NEC (Non-Employee Compensation) and 1099-MISC_20 (Miscellaneous Income Year
2020) forms along with other 1099 forms (1099-Misc, 1099-DIV, 1099-NEC, and 1099-K) in the Unites States
CSF.
Before you can use the forms, you need to run the 1099 Conversion US process. It creates the appropriate form
types and boxes and codes for these forms.
Note In AP invoices and AP miscellaneous payments created in 2020, the conversion replaces the codes
of the old 1099-MISC form with the codes of the new 1099-NEC and 1099-MISC_20 (1099-MISC for year
2020).

System Management

BAQ Designer - Reset Field Attributes Action

Use this new action to remove cached field attributes.

Each database field has a set of properties such as format or label/caption, etc. Unless you manually specify new
attribute values for query fields, the Business Activity Query (BAQ) Engine uses the default system Field Attributes
taken directly from the database. Once these attributes are retrieved, the system temporarily stores them on the
server for one hour. This eliminates the need to request this metadata from the database at each BAQ run, thus
reducing database load and improving performance, especially in the Cloud ERP.
Use the Reset Field Attributes Cache action to immediately remove the server-side cache that stores system
Field Attributes data and apply changes made to Field Attributes in the database to the query.

BPM Customization of Process, Report, and Simple Services

The Business Process Management engine now supports customization of methods for Epicor services in the
Proc, Rpt, and Lib namespaces.
Previously, you could add custom logic to methods of the Epicor services that belong to the BO (Business Object)
namespace. You can now create method directives for methods of other service types:
• Simple Service - This type includes the services that belong to the Lib namespace.
• Report (Service) - The services of this type belong to the Rpt namespace.
• Process (Service) - Process Services belong to the Proc namespace.
Note You cannot apply Base Processing directives to methods of Process and Report Services.

The new functionality also enables:

• Invoking Simple Service methods from the directive workflow.
• Referencing Process, Report, and Simple Services in Epicor Function libraries.

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Take a look at some examples of customizing Process and Report methods in the Tools User Guide (Business
Process Management > Case Studies).

Epicor ERP Cloud Production Environment Copy

Accessing data within Epicor ERP has long been considered a key business benefit. Technology leaders and system
administrators drive significant value by expertly leveraging ERP data to better understand the business, drive
efficiencies, and identify growth opportunities.
The Epicor ERP Cloud Production Environment Copy provides customers with read-only access to the database
via ODBC or by using Azure Data Studio - a downloadable service available from Microsoft. This allows access
data from your Epicor solution for further analysis with common business intelligence solutions like Microsoft
Excel, Microsoft Power BI, or Tableau.
In order to protect system integrity in the cloud environment, there are safeguards in place that restrict certain
confidential information and changes to the database such as creating views, modifying structure, running
updates against the database, or directly integrating to other applications. This offering is available only for the
live Production environment. It is not supported for Pilot, Test, Embedded Education, or any other additional
environments. For greater security, it is accessible only from a registered IP address via the provided user account.
Importantly, your Production environment already fully supports powerful configuration capabilities, including
Epicor Functions, C# code, REST APIs, OData REST services, BAQ exports, and Epicor Data Migration Tool exports.
Adding the Epicor ERP Cloud Production Environment Copy to your cloud services enables even more flexibility
for leveraging your Epicor ERP data to drive business growth.

Epicor Identity

Epicor Identity is a new, included, modern security service that provides customers with centralized identity
management and multi-factor authentication for all users accessing Epicor ERP, Epicor Learning Center, and
EpicCare.
Although it is available with your Epicor ERP Cloud service, your system administrator must request-or opt in-to
Epicor Identity as part of your upgrade to Epicor ERP 10.2.700. This gives you ample time to communicate to
your daily users about the upcoming change to their login process.
Please submit an EpicCare ticket when you are ready to use Epicor Identity.

REST API Help Enhancements

This section highlights performance and user experience improvements made in Epicor REST OpenAPI
implementation.

Kinetic REST API Help Page

The interactive API help system is now delivered in the form of a Kinetic application. It provides a workspace to
access controls from a single location to explore and test the available Epicor services.
The Kinetic based Shell is found in the Application Server directory under apps/resthelp/ subfolder. Use the
following URL format to get access to the Kinetic REST API Interactive Help:
• https://[EpicorServer]/[ERPInstance]/apps/resthelp/
The following controls are found on the Menu Bar:

1. Home - use this control to access the Rest Help Home Page.

2. Menu - provides access Epicor ERP services, Business Activity Queries and Functions.

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3. Favorites - you can mark your favorites services and check out recently viewed items here.

4. User - enables selecting a company you have access to; this value is used as current company parameter
when performing REST calls.

Note Both version specific REST API help systems remain supported:
• https://[EpicorServer]/[ERPInstance]/api/help/v2/
• https://[EpicorServer]/[ERPInstance]/api/help/v1/

The key features of Kinetic Shell REST Help page include:

• Supports all types of authentication:
• Basic Authentication - user name and password.
• Windows SSO Authentication - Domain\Username and Windows password.
• Azure Active Directory - requires adding https://[EpicorServer]/[ERPInstance]/apps/resthelp/ Redirect
URI in the Azure AD Server application.
• Epicor Identity Provider - requires registering https://[EpicorServer]/[ERPInstance]/apps/resthelp/
and https://[EpicorServer]/[ERPInstance]/apps/resthelp/silent-renew.html Redirect URIs in IdP
JavaScript application.

• Enables selection of a company, which is used as a current company parameter in REST calls.
• Adding services to Favorites, building Favorites groups.
• Ability to set REST call headers, such as API Key, Call Settings or Authorization.
Tip For more information, review REST Services v.2 Guide > REST Kinetic API Interactive Help section
found in Application Help.

Swagger Version Update

A new version of Swagger UI (v3) used in Epicor API Help systems has been implemented.
The new version significantly reduces time spent on document loading and is used by default.

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Note
• The new Swagger version is found in Kinetic REST API Help Page and both version specific legacy help
systems:
• https://[EpicorServer]/[ERPInstance]/apps/resthelp/
• https://[EpicorServer]/[ERPInstance]/api/help/v2/
• https://[EpicorServer]/[ERPInstance]/api/help/v1/

• Swagger v3 is not supported by Internet Explorer® 11. If needed, you can switch to the previous Swagger
v2 by adding the below entry in application's web.config file within the AppSettings section: <add k
ey="RESTHelpPage" value="SwaggerUI2" />

HTTP GET Method Support

HTTP GET method is now supported for a subset of custom methods exposed by Epicor ERP services.
HTTP GET supports entity tags (ETags) that enable caching of server calls. This approach significantly reduces the
amount of data sent to the client and bandwidth costs for both Epicor Cloud and on-prem deployments.
By default, HTTP GET is enabled in both versions of Epicor REST API (v1, v2) for methods that do not modify data,
such as GetByID, GetList or GetRows.
Note While HTTP POST methods are still fully supported, however, they are marked as obsolete. Epicor
recommends any new testing and development is performed using HTTP GET.

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Specify Parameters
Note the following principles when specifying method parameters:
• HTTP GET method carries all parameters in URI, for example: https://localhost/ERP/api/v2/Ice.
BO.TipSvc/GetByID?mfgSys=EP&tipNum=123
• The individual values must be encoded correctly. In .NET Framework, the System.Uri class can be used to build
the URI with the correct encoding. For example, 'A & B' needs to passed as 'A %26 B'.
• Complex parameters such as DataSets or other classes need to be serialized to JSON, for example: 'https:
//localhost/ERP/api/v2/Ice.BO.SomeService/GetData?request={ "viewId": "Ice.UI
Rpt.ChgLogReport", "properties": { "layers": [ "MyLayer", "MyLayer2" ] } }'
The request parameter represents a class, defined as per the below example:
public class MyClass
{
public string ViewId { get; set; }
public MyChildClass Properties { get; set; }
}

public class MyChildClass

{
public string[] Layers { get; set; }
}

• To specify arrays using IEnumerable<>, IList<> or List<> parameter types, make sure to specify each value
separately using the same parameter, for example:
https://localhost/ERP/api/v2/Ice.BO.SomeService/GetData?value=A&value=B&value=C.

Building Custom Methods

When building a custom REST method, add the below attribute to enable HTTP GET calls:

[Ice.Hosting.Http.HttpGet]
public MyTableset MyMethod(string parameter1, int parameter2)
To complete adding HTTP GET support, regenerate your service with Service Designer to update the project and
reset IIS.

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System Setup

Company Configuration - License

Use the License sheet to view the licensing information and enable license modules for a company.
The License sheet, previously License Tracker, still allows all users to see the list of licensed and enabled/not
enabled modules in the system, as well as what CSF modules are licensed and enabled and what license types
are available/used and how many.
When a license is first delivered, only the base system and its automatic elements are enabled. Epicor Security
Managers can then use this sheet to enable modules without accessing Epicor Administration Console (On
Premises installations) or submitting an EpicCare ticket with Cloud Operations (Epicor Cloud ERP).
Finally, when the Global License Service has delivered a copy of an updated license to the application server for
use, and Security Managers retrieve license info, a message offering to update the license displays. Security
Managers can agree or disagree to update the license.

Attachment Type Maintenance - Map to Google Drive Folder

You can now define a shared folder for storing ERP attachments on Google Drive.
When you set up Google Drive attachment type in Attachment Type Maintenance, you can now specify a Share
Folder ID, and all your attachments of this type will be stored in that folder. Linking your attachments to a folder
enables access to the files not only from the Epicor ERP client, but also from within Google Drive itself.
For details on setting up Google Drive attachments, check out the Enterprise Content Management >
Attachments Setup > Attachment Types > Google Drive topics in the Epicor Implementation User Guide.

Framework and Tools

Report Label Clean-Up Utility

Use this new command line utility to exclude unused labels from report output.
By design, in the report server functionality you are limited to 1024 translatable labels being provided to an RDL.
Adding more labels results in error. If the number of labels on your custom report exceed the default limit, run
the Report Label Clean-up utility to analyze report usage patterns and automatically exclude unused labels from
the Report Data Definition (RDD). This will allow you to add your custom labels instead.

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Extension and Companion Programs

Epicor Virtual Agent (EVA)

Dynamic Attributes

EVA allows you to view the dynamic attributes associated with parts and orders.
Dynamic attributes will show granular details being tracked against a part such as grade, finish, length, and
width.
To implement this feature, the following changes were made:
• The Attribute column is added to the Part Bin card.
Note You cannot adjust the part quantity in the Part Bin card if this part is a lot/serial/attribute tracked
or supports multiple inventory UOMs.

• The Attribute Set column is added to the new Order Release card. Select a line number in the Order Detail
card or text Display line 1 to view the release details for the selected line, including Release Number, Order
Qty, Attribute Set, Ship By and the Open Release status.
You can skip directly to line details by asking EVA to Display line x from order xxx.
Example Display line 1 from order 5356

Email Documents

EVA allows you to email documents to the main customer (supplier) contacts. You can email the following
documents:
• Quotes
• Sales Orders
• Purchase Orders
• AR Invoices
• Return Material Authorizations
In the EVA detail card, select the Email button to email your documents to the contacts assigned to the selected
customers and suppliers.
Example Once the order has been approved, you can select the Email Purchase Order button in the order
detail card to send it to the order/supplier contact. EVA first checks the contacts selected on this purchase
order, if she doesn't find any, then she checks the primary contacts for the supplier defined in the Supplier
Maintenance > Contacts card.

Part Numbers and Descriptions

The Part Inquiry card is enhanced to include part numbers and descriptions.
EVA can help you easily locate part records using specific criteria. For example, you can ask her to "Show DCD",
and she will return all the parts that have 'DCD' in either their description or part ID. The card now shows the
Part Number in parenthesis and Part Description.

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Task Skills

EVA acquired a few more skills: displaying the ERP task list and adding new tasks to the list. You can use these
tasks in Case Management, Quote Management, and Customer Relationship Management (CRM) modules in
your ERP application.
Use the following commands to display the upcoming tasks:
• Display my schedule for today
• What are my current tasks
• Display upcoming tasks (current week)
Since the task list is linked to a Workforce ID, you also need to specify the user for whom you want to show the
schedule as this person is not the same ERP user that EVA is linked to.
Upon your request, EVA displays the following information for the selected user:

EVA helps you add new tasks to a task list in ERP. You can then pull the tasks into leads, opportunities, and
quotes. Task Maintenance can also be used to institute a procedure to follow in regards to current and potential
customers.
Use the following commands:
• Create a new task for Aaron
• Add a task of Contact Customer with type Action item for Aaron
• Create task to call Aaron on Thursday
Just specify what task you want to add to the task list, indicate the status of the task, and, optionally, add the
supplier or customer to the task.
Once EVA creates the task, she displays the following card:

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Epicor Collaborate

Accessing Collaborate from the MES Menu (Classic)

Use Quick Access Panel to view the Collaborate stream in the classic MES app.
To open the Collaborate Quick Access Panel from the MES menu, right-click anywhere in the MES app, and from
the options menu, select Toggle Quick Access Panel. The QAP panel will display the Collaborate stream.

Note Collaborate runs in the context of the user account who logs into MES and not the employee
logged/clocked in. This means that anyone sharing the same user (for example a shared terminal on a shop
floor with a single user account) will be using Collaborate as the shared user account registered with
Collaborate and not the employee logged/clocked into MES.

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Enterprise-Wide Collaboration

If you do a lot of buying and selling between your companies, and there is a lot of back and forth as far as dates
and pricing - Collaborate helps streamline these cross-company activities.
All activities in Collaborate are filtered down to your current company. The activities are things like posts, someone
reacted to post, replies, mentions, group requests, and so on. To switch between your current company activities
and global activities, use the All Companies slider button in the Activity Log box on your Profile page.

Your current company activities are marked with the icon.

You can also use the in-app notifications panel on the Kinetic Home Page to get alerts about mentions, replies,
and group requests for your current and global companies.

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Note The Notifications in this panel don't include feeds/updates from any notification rules or business
objects you may be following. These show up in your stream in Collaborate, which is always specific to
the company you are logged in.

This enhancement also introduces the Enterprise groups - private groups that allow you to interact with each
other regardless of your company access. If you are working in Company A, you can still share some great news
with your colleague from Company B in an enterprise group. This group and messages are not tagged with
company, allowing any authenticated user access.
Note You cannot use company-specific hashtags and mention @EVA in this group.

New Notification Rules

In this release, Collaborate ships 22 notification rules that help you monitor the changes in the ERP application
and deliver every update right to you. Following ERP notifications is a great way to stay up-to-date on changes
in your business data.
The following rules are available:
• A new project has been created
• A phase in the project has closed
• Project has exceeded the planned budget
• A new case has been Created
• Progress changed in the case
• A dealer claim has been created
• A dealer claim has been updated
• A machine has been scheduled for maintenance
• A break fix has been entered for a machine
• A preventative maintenance job has been requested.
• A supplier has been approved
• A supplier has been unapproved
• Purchase order due date has changed by more than 3 days
• A Purchase order line has had its receive date changes
• A supplier has had their payments put on hold
• A Buyer has exceeded their approval limit
• An order has had its Need by date changed
• A priority field service call has been created
• A priority field service call has been closed
• A field service call has been voided
• A Nonconformance incident has been created
• A Nonconformance incident has been inspected
Example If you choose to follow the A new project has been created rule, you will receive a notification
message in your Collaborate feed every time someone creates a new project in the Project Entry program.
You can jump right from the message into the new project record and do the work that needs to be done.

24 Epicor ERP
 Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.