iScala 3.2 Whats Ne© 2018 Epicor Software Corporation iScala 3.2 Stockholm, April 2018 . Nina Domingo, Product Manager . Mats Smedjebacka, Pre-sale Director

© 2018 Epicor Software Corporation

iScala 3.2

Stockholm, April 2018 Nina Domingo, Product Manager Mats Smedjebacka, Pre-sale Director

2 © 2018 Epicor Software Corporation

Dagens agenda

► iScala produkt strategi och utvecklingen av 3.2 (ND) ► Nyheter i iScala 3.2 (MS) ► Live Demo (MS) ► Hur ser framtiden ut? (ND) ► Frågor och diskussion


iScala Product Strategy

Nina Domingo


Voice of Customer & Product Strategy

► Reigniting our CABs ► User Group Engagement ► Corporate NPS Survey ► Annual Product Survey ► Focus Groups:

• Functional • Vertical

► Internal VoC

Industry Focused Investment Pillars

Global

Ecosystem

Analytics

Experiences Cloud iScala

© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 6 © 2017 Epicor Software Corporation

Continued Focused Investment

3.0 FSP1 iScala 3.0 3.0 FSP2 3.0 FSP3 3.0 FSP4 iScala 3.1

New User Interface Mobile Application

Functional Enhancements Hospitality

iScala 3.2

Global Compliance Engine

2017

Epicor ICE for iScala

Extending Global Compliance

Enhancing Analytics Capabilities

Expanding Core Experiences

Security & Governance Process Automation

Mobile apps Audit

User Interface: Phase II

2018


Nyheter i iScala 3.2

Mats Smedjebacka


User Interface


Easier to Use – Tailor your Home Screen

Drag and drop items into organized groups Tailor look and feel including: Custom tiles Free-text search Recent Items ► Resize or minimize Recent Forms ► Create Tiles from Recent Forms ► Locate in Menu command ► Copy Item Path command ► Search in menu by DLL name and

optionally -- parameter


Easier to use - Multiple iScala windows per single logon

► Execute in New Window from a context menu

► Shift+Double Click /Shift+Click on iScala action


Easier to use - Multiple iScala windows per single logon


Easier Import using Excel Files

► New or Previously saved import definitions ► Objects available for import depends on

license and permission. • e.g. the screen to the right shows

the objects available for a user who has no permission to adjust accounts and dimensions

► Support for .xls and .xlsx files ► Map to iScala fields ► Review Results


Easier Import using Excel Files Import of the following objects and transactions is supported:


Finance


Automate Accounting !

General Ledger Journals

Manual journal posting

Automatic journal posting

Correct transactions

Incorrect transactions

Automatic accounting in: OR, DI, SM, CM, PR, PC, SC, AM, e.tc.

Correct transactions

Corrected transactions


Easier to do - Partial Journal Posting ► Partial posting support for all accounting journals

• Manually – Back Office • Automated – via Job Service

► Supported across accounting journals ► Workflow sends e-mail when errors

received during journal updates ► Option to allow partial posting

Module Journal GL Day Book Journal GL Revenue Recognition Journal SL Invoice Journal SL Payment Journal PL Invoice Journal PL Payment Journal SC General Ledger Journal MP Accounting journal CM Deferral Journal SM WIP Journal PR WIP Journal


Easier to do - Automated Posting ► Jobs scheduled hourly, daily, weekly or monthly ► New default workflow created

“GeneralSendUnattendedNotification” to send emails with description of errors received

► User alias can be specified as selection parameter ► Job history with results


Currency Exchange


Fit for Global – Set Currency Exchange Rate Date

► New parameter ‘Currency Exchange Rate Date’ ► Defines what date

should be used • Invoice date • Book-entry date

► Applies to entered or imported invoices


Fit for Global – Fixed Exchange Rate ► Use fixed exchange rate and Invoice fixed exchange rate parameters added to the

sales order header Payment tab


Fit for Global – Save Exchange Rates in Orders

► At the point of invoice printing for • orders (sales and service) • contracts • projects

► Store order currency exchange rate (OCU) and invoice currency exchange rate (ICU) in the header

► Used for invoice reprinting and invoice closing

► Invoice is reprinted • Saved Order currency and Invoice Currency rates are used for invoice reprinting.

► Invoice is closed • Stored OCU and ICU rates are used for calculation of invoice amounts.

Invoices and credit notes are closed with saving of fixed exchange rates in invoice history tables


Fit for Business – Print and Close Invoice in One Go !

► New FAKs in Sales Cycle group: • FAK#511 “Print and close invoices in one go” • FAK#512 “Use generic invoice printout”


Fit for business – Miscellaneous Finance

► Accounting string length extended up to 120 characters. • New tool allowing users to reallocate the accounting dimensions.

► Enhancements to support Portugal SAF-T reports including: • Taxonomy Codes for Accounts • Changes of Source Documents (SAF-T Portugal)

► Configurable Grid in Delivery Note Entry- Purchase Order Module

► Tax Exemption extended to support Advanced Invoices.


Warehouse Enhancements


Easier Warehouse and Materials Management

► Stock Rebuild Special Data Functions to correct stock discrepancy ► Connecting Multiple Trade Warehouses to Source Warehouse ► Stock Taking in Epicor Service Connect ► Material Planning Control (MPC)

• New Basic Data Operation In manager • Display Recently Released Orders in Action Screen • Supplier Dependent Economic Order Quantity (EOQ) in MRP • MPC - External Forecasting • Shift Available to Promise (ATP) Period to later date • Configurable Initialization of Accounting Strings for work order, work order operation and work

order component-/material line


Mobile


Common functionality

Multiple users on a single device • User preferences • Company code • Fiscal Year

► Suspend and resume your work • Temp changes are saved on a mobile device • You will not loose your changes

► Barcode enabled ► 7 Languages

• Русский, English(US), Magyar, Polski, • Română, Suomi, Svenska,中文(简体)


Mobile Warehouse Manager


Fit for business – Mobile Warehouse Manager

► Stock Taking ► Stock Receipt ► Stock Issue ► Stock Transfer


Easy Stock Taking - Empty List

► Step-by-step wizard • Select a warehouse • Start with the empty list • Search or scan • Select Bin/Batch

New batch • Set or adjust quantity • Add missing • Submit to iScala • Submit for Merge


Stock Receipt - Transaction

► Step-by-step wizard • Select a warehouse • Scan or Search item • Select Bin/Batch

Create new batch Adjust batch info

• Set or adjust Quantity Price

• Delete lines • Submit to iScala


Stock Receipt – Purchase Delivery Note

► Step-by-step wizard • Search an order

Number Supplier Code, Name

• Add lines • Select Bin/Batch

Adjust batch info Create new batch

• Set or adjust quantity • Delete lines • Submit to iScala


Stock Issue - Transaction

► Step-by-step wizard • Select a warehouse • Scan or Search item • Select Bin/Batch • Set or adjust

Quantity, Price • Delete lines • Submit to iScala


Stock Issue – Sales Delivery Note

► Step-by-step wizard • Search an order

Number Invoice Customer

– Code – Name

• Add lines • Select Bin/Batch • Set or adjust quantity • Delete lines • Submit to iScala


Mobile Sales Order Manager


Easier to Manage Sales

► Summary of orders on the device ► The last 3 modified orders

• The most recent at the top ► Quick actions

• Open • Submit

► All possible actions in the menu ► Add New or Search


Working with Sales Orders

► Navigation • Left Side Bar

Order Header Order Line

► Actions

• Buttons at the bottom Order Header Order Line List Order Line


Create a New Sales Order

► Default values ► Order Number

• Use Counters or manual entry • Validation • ESC: Counter In

► Invoice and Delivery Customers • Copied from Order Customer

► Terms and Invoice Info • Copied from Invoice Customer

► Three types • Quotation, Normal, Direct


Working with Order Lines

► Review the list ► Delete lines ► Add lines

• Inventory item • Non-inventory item

► Modify lines


Get Prices

► Calculate prices, taxes etc. ► For all lines

• Overwrites data in all lines ► For a single line

• Overwrites data in the line • Other lines unchanged

► Totals updated


Mobile Requisition Approval


Easier to Manage requisitions

► Requests for authorization • Only for the logged in user

► Search in iScala • Number • Department Code • Department Name

► Actions • Approve • Reject • Add comments

► Open requisition


Working with Requisitions

► View History ► View the List of lines ► Delete a line ► Edit a line ► Authorize Requisition


Advanced Payroll


Fit for business – Advanced Payroll

► Call Context menu by both left or right click ► Cumulative Values Support

• The system will now save results of execution L, P commands after Payroll calculation. It is possible to use those results in reports using corresponding data sources, Epicor Service Connect , wage types

• Results of L, P, Y commands are automatically recalculated during adjust payroll draft ► Snap Search Support ► Extended Parameters

• The system supports the ability to customize ExtendedParams.xml file on different levels. ► Extended Master File

• Separate Employee Card , Employee/Vacancy Card and Person Card tables with extended field length (up to 256 symbols) for all fields except reserved.

• Recorded codes (fields linked to employee dictionary) - 25 symbols


GDPR


GDPR in iScala 3.2

► Inactive status for customers • Creation of new sales orders, printing

invoices is not allowed • Inactive customers are not shown in queries • Customer can be re-activated

► Anonymization of inactive customers • A private person asks to be forgotten • Personal data are removed from all relevant tables (master and transactional data) • Customizable list of tables/fields • The customer cannot be re-activated • Aggregated historical data remain available

► Delete customers • All customer related data are removed from the iScala tables


GDPR in iScala 3.2

► Interactive Audit Trail feature • Different levels of recording

data changes: Field Object Summary / Workbench with

filtering options

• Queries are brought as close to business area as possible


GDPR in iScala 3.2

► Customer balances in General Ledger • An accounting dimension can be designated to record customer

code allowing for detailed financial transactional reporting • Periodic customer balances can be retrieved and communicated to

local authorities where legally required in electronic format

► Extension of the accounting string from 50 to 120 • Allowing keeping more accurate dimension data in accounting


Security & Governance Value Pack

► Audit ► Field-level security ► Extended order line status functionality ► Hard closing of all subledgers ► Autologoff on timeout ► Reauthentication


Where can I find out more information?

Available Today ► Epicor.com>Company>GDPR Compliance ► A Brief Guide to the GDPR ► Epicor Statement

In the Works ► How Epicor ERP Helps with GDPR Compliance ► ‘How to’ Guidance via EpicCare Knowledge Base

https://www.epicor.com/Content-Documents/Epicor-GDPR-WP-ENS.pdf

https://www.epicor.com/Content-Documents/Epicor-GDPR-Statement.pdf

https://www.epicor.com/Content-Documents/Epicor-GDPR-Statement.pdf


Miscellaneous Enhancements


Miscellaneous Enhancements

► Project In Manager • This functionality extends the structure elements that are used for

full-fledged Project creation and enhances the importing of xml file containing project, sub-projects, activities, transactions and invoicing plan

► Microsoft Dynamics 365 (CRM) Support ► Export Report Data from Administration Console in .csv

format


Epicor Data Analytics is coming – be ready !

Builds Data Models

Scheduled updates

User Security

Data Model Designer

Create Connect Analyze

iScala


Live Demo

Mats Smedjebacka


Rollbaserad demo

► Säljaren som arbetar ute på fältet ► Säljchefen som analyserar läget ► Produktionsplaneraren som uppdaterar prognosen ► Lagerpersonalen som uppdaterar leveranser ► Ekonomiavdelningen underhåller kundregistret samt kollar att

han har full kontrol över sitt system!


And now what? Looking forward

Nina Domingo


iScala Product Survey – Customer Comments

► “Stable and reliable product.” ► “More and more modern features and a satisfying roadmap for

development of the program.” ► “Very good functionality, a very good integration engine.” ► “That it’s a good ERP System with good interfaces to synchronize

with other systems/applications.” ► “iScala is easy to handle compared with other global ERP-

Solutions” ► “And it seemed during a quite long period a non-prioritized system

by Epicor. That seems to have now changed and new functionalities and interface changes are done to the system. “

222 Responses: Epicor 2018 iScala Product NPS = -10 Epicor 2017 iScala Product NPS = -12


Product Satisfaction

► Top-3 feature requests: • Mobile application in

Financial/Logistic

• Trainings Improvements

• Easy to use reporting solution

► Top-3 issues raised: • Support

• Old UI/Usability

• Reporting


Mobile Aps – Which Business Area “We'd prefer to have mobile solution for materials control module.” “For Logistics it would be great for making quotes or process orders.” “Sales and performance reports usually, as the sales and management team is normally not in the office and needs the mobility.” “Being able to report time and cost on projects would be of extreme help to any consulting firm.” “Today many companies using PR do have various home made applications in order to report time and cost, without the resource being logged on to iScala.”


iScala Roadmap iScala 3.1

CY Q2 2017 iScala 3.2

CY Q2 2018 iScala 3.3

CY Q2 2019

New User Interface

Service Management

Hospitality

Mobile Application

XL Connect 7

Epicor Storefront

SEPA Payment Enhancements

VAT Enhancements

Electronic Compliance Platform II

User Interface II Enhanced Security Audit Excel import Project Management Business Process Automation MPC Enhancements Currency Exchange Payroll Stock Rebuild Mobile Application II Compatibilities EU GDPR Extended Country Specific support

Enhanced iScala Reporting

EDA integration

Platform modernization

Electronic Compliance Platform

Business Process Automation II

Mobile Application III

Industry specific functionality

Extended Country Specific support

Releases, dates & content subject to change

Analytics Ecosystem Global Experience Cloud


Reporting overview “New the Drill down option.” “Complex in creating new reports and customization.” “The RPT / DDF / TTX structure is very complex and hard to maintain.” “Understanding the underlying database structure has always been a problem. Some form of data dictionary/catalogue would be a plus.” “We would like to change to an easier one, because Crystal is complex, not flexible enough and needs an experienced admin.”

© 2015 Epicor Software Corporation © 2015 Epicor Software Corporation 63


Scala DB

Components

Data Meta

SSRS Designer SSRS runtime

SSRS

/Exc

el

DB

Data

ext

ract

ion

• Report designer • Data aggregation • Data visualization

• Meta-data provider • Data provider • Logical structure • Calculated fields

• Raw data

Design Proposal WIP


iScala 3.2

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