Safe Harbor Statement · Flexible course management via Epicor Learning Center • Training by module, e.g. Sales Order Management • Training by role, e.g. Accounts Payable Accountant

© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation1Momentum 2019 © 2019 Epicor Software Corporation

Safe Harbor Statement

FORWARD-LOOKING STATEMENTS. Some of the information in the presentations constitute forward

looking information, including with respect to future product strategies, financial condition, results of

operations, continued profitability and activities of Epicor. While these forward-looking statements

represent our current judgment, these statements are based on assumptions that are subject to a wide

range of risks and our actual results could differ materially. Epicor undertakes no obligation to revise or

update publicly any forward-looking statements.

Momentum 2019 © 2019 Epicor Software Corporation

Nina Domingo, Director Product Management, Epicor

Ian Cochrane, Product Marketing, Epicor

Momentum 2019

iScala 3.3

Faster, Easier, Clearer


Agenda

► Customer feedback shapes iScala development

► What’s new in iScala 3.3 – Overview

• Reporting Enhancements

• Core Enhancements

• Training and Knowledge on Demand

• Minor Enhancements

► Roadmap

► FY20 Initiatives


How Our Customers Guide Our ProductsOur Customers shape iScala

Customer Advisory Board (CAB)

Business leaders advise on priorities

Product Advisory Board (PAB), Focus Groups

User feedback--features, usability and functionality

Customer Visits

Including Value Exchange Workshops

Product Surveys

Users provide periodic product feedback

User Groups and Online Forums

Sharing best practices and recommendations


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”



The Value of iScala 3.3 - Summary


What’s new in Epicor iScala 3.3 – SnapshotNew analytic capabilities :

► New iScala Reporting Platform (SSRS)

► Epicor Data Analytics (EDA) integration

Core enhancements to user experience and productivity:► Audit Trail Extension

► Project Management UX/UI

► Excel import extension including Customer/Supplier Prices Import

► Snap Search UI update

► Business Process Automation II (automated invoicing and closing)

► System performance improvement

Continuing Global functionality improvements

Education and knowledge extension



iScala 3.3 Reporting Enhancements


iScala Reporting Platform - iScala 3.3 Reports

► iScala Reporting Platform

• Based on Microsoft SQL Server Reporting Services (SSRS)

• In-house and Web-based (optional)

• The de-facto reporting model

► Key benefits to our customers:• Clear, modern, user-friendly, comprehensive

• Offering detail and drill-down

• Screen view, save/export to Excel, CSV, PDF etc.

• Flexible and customizable


Current SSRS Reports ► General Ledger module

• Transaction List

• Trial Balance

► Stock Control module

• Stock Item List

• Stock Transaction List

• Stock Item Balance

• Stock Item Balance

Detailed

• Stock Movement

Sales Ledger

• Customer List

• Customer Invoices

• SL Transactions

• Customer Ageing

Purchase Ledger

• Supplier List

• Supplier Invoices

• PL Transactions

• Supplier Ageing

Other

• DI Direct Invoice

(Print form)

• SM WIP Journal


SL Customer Invoices


Epicor Data Analytics (EDA) for iScala

Business Intelligence solution:

► Analyze data in grid, pivot-

and chart-views

► Dashboards and Alerts

► Drill-down to transaction data

► SaaS and On-Premise

► Currently in Controlled Release



Core UX/Productivity Improvements


Audit Trail – New Objects► Discount per Stock Code

► Price and Discount per Stock Code – Customer

► Price and Discount per stock Code – Supplier

► Manufacturing Production Control:• Work Centre

• Cost Codes

• Bill of Material

• Routings

• Work Order Head

• Work Order Material

• Work Order Operation


iScala Project ManagementPerfect Solution for mid-large organizations:

► With cost projects

► With revenue/profit projects requiring billing

► Requiring to match revenue against cost

► Requiring accurate/predictable accounting/financial control

► With complex supply chain projects and/or mixed projects

► That invoice based on project triggers (stages, results, etc.)


Project Management – UI Improvements

► Toolbars

► Hamburger menu for Projects

► Financial Project Screen: estimations and actuals

► Revenue recognition Screen

► New Gantt Chart


Import from Excel – new objects

► Dictionaries

► Supplier Specific Price

► Customer Specific Price

► Invoice - Transaction - Payment


Snap Search UI Update ► Updated UI in line with iScala

• Recently used Snap Searches

• Tiles

• Toolbar for quick creation of

Snap Searches

► Tabs for different Snap

Searches

► Quick change of companies

► Toolbar in Snap Search builder

(Export, sorting, columns etc)


Automated Invoicing and ClosingAutomatically executing monotonous and well-established processes.

It is wrapped up as iScala Jobs: processes ran by schedule.

• Made order, delivered, ready for invoicing

• Making Invoice

• Send PDF

• Make XML and send e-invoice

• Posting transaction into Journal

• Update Journal to General Ledger (Separate Job)

Prepare

Make &

Print

Distribute

Close

Post


System Performance Improvement

Function Average Difference (3.2 vs 3.3)

General Ledger: Transaction Entry (Service Connect) 17%

MPC: Work Order Entry (Service Connect) 8%

Sales Order: Order Import 15%

Sales Order: Order Entry (Service Connect) 38%

Purchase Control: Order Entry, Import 43%

Purchase Control: Order Entry (Service Connect) 11%

Stock Control: Stock Item Entry Import 9%

Service Management: Close Orders 29%

Service Management: Order Entry, Import 54%

Service Management: Order Entry (Service Connect) 32%

Service Management: Print Invoices 22%


Minor Improvements in iScala Financial Modules

Accounting and Costing:

► Currency difference accounting in Stock

Control

► Late Assignment of Transaction Number

► Extend the length of the Account Name

► Stock Control-General Ledger Reconciliation

► Account and dimensions names extension

► Automatic Accounting Schedule Setup

► Default Transaction Number Counter for

Import

► Reversing of Invoices with ATE Withholding

Taxes

► Updating of Currency Accounts Revaluation

Purchase and Sales Ledgers:

► Delete Permissions in PL and SL

► Inactive Status for Suppliers

► Customer and Supplier EUDF as email address

► Sub type query in SEPA CRT

► Exclusion of Customers with Low Balances

from Statements

► Extend Length of the Customer References

► Extend the Length of the Customer PO

Reference

► Transaction Counters for PL Storno Invoices

► Bank Information Permissions


Minor Improvements in SCM/Warehouse Management/MPC

SCM, Warehouse Management:

► Prepayments for Purchase Orders

► Text Lines in Delivery Note Entry

► Block Stock Item Status Change

► Enter Delivery Note – Enquire Stock Item

► Stock Item Long Description

► Validity Date of Quotation

► Advance Payment Control at CWH Delivery

► Sales Order Delivery Update - Swap Allocations

► Advance Invoices for First Event Taxation Feature

► Log reasons for exclusion from Delivery Proposal

► Enable Planning Date in Sales Order Entry

► Allow sales of specific items to specific customer

Manufacturing Production Control:

► MPC Accessory Operations

► Copy MPC Basic Data Operations

► Import MPC forecast - identify week or

month by prefix

► Split Work Order Proposals and Work

Orders

► Create Accounting Transaction for MPC

WIP via Job



We’re Helping Up-Skill Users


Training-on-Demand► Improving staff productivity with minimal time invested:

• Short, balanced video content

• Combines; presentation, demos, sub-courses + Q & A

• Delivered by Epicor experts

► Flexible course management via Epicor Learning Center

• Training by module, e.g. Sales Order Management

• Training by role, e.g. Accounts Payable Accountant

• Assigning to individuals or groups (+ tracking)


Training-on-DemandThis solution is of particular value to organisations with:

► New users that need training on standard flow and

functionality of iScala

► Employees

• Refreshing knowledge

• Learning new functionality


Knowledge-on-Demand► iScala 3.3 contains 27 recordings

► Timing: 1.5-2 minutes

► Available online

► iScala Hot Keys

► Examples:

• How to cancel Stock Withdrawal in Stock Control module

• How Project Management module works


Thank You / Questions

Documents

Safe Harbor Statement · Flexible course management via Epicor Learning Center • Training by module, e.g. Sales Order Management • Training by role, e.g. Accounts Payable Accountant