iscala 3.1 overvie...epicor iscala 3.0 is the first iscala release to leverage the epicor ice...

© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation1NewiScala3.1

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iScala3.1Overview

An overview of the main topicswhen migrating from iScala 2.3 SR3

to iScala 3.1


iScala 3.1 Development Themes

Localization & Globalisation

Performance & Platform

Improvements

Usability -User

Experience & Mobility

Customer Requests


Migration from iScala 2.3 SR3 to iScala 3.1Main topics

� iScala’snewUserInterface• NewiScalahomescreen• Changeoflayouts• Newcommands

� Platformimprovements� NewforiScala:EpicorICE,Epicor’sBusinessPlatform� Newfunctionality(Finance,Logistics,MPC)� Featureoverviewinmoredetail(ServicePacks,Finance)


© 2017 Epicor Software Corporation

New iScala User InterfaceiScala 3.1


iScala: UX Evolution

•ContemporaryUI• ImprovedEaseofuse•Easieraccesstokeyfunctionality

•Easilycustomizable•Multiplecolourschemes


iScala: A Contemporary User Experience

•NewiScalaHomeScreen •Subordinateprogramtabs–withrunningprograms


Home Screen - Overview

•Menutree(1)withtheabilitytosearch(2)*

• Recentlyranprogramspane(3)•User’sfavoritetiles(4)organizedingroups

• Statuspane(5)showinginformationlikecurrentcompany,financialyear,etc.

*Searchisnotavailableincurrentbuild


Home Screen - Tiles

•Drag&Dropcreation•Abilitytocustomizetiles

•StandardandCustomTiles

•StandardTilesaredisabledwhennotavailableinmenu

•AbilitytocreateCustomTilescontrolledbypermission


Home Screen – Search (in development)

•AvailableonHomescreen•Highlightsfoundwords•Menuitempathcompression


Home Screen – Interactive Items

StatusPane• Clickablepanes• Logon/Logoff• ChangeCompany/Year,RunnewSession,ChangeDevelopermodeOneHomeScreenperCompany/Year

• Changesystemdate

MenuPane•SwitchbetweenMenus


Entry Forms

•BrowserStyleUX•Easilyswitchbetweenprograms

•Choice- selecttheLightorDarkcolorscheme,andapredefinedaccentcolor– BlueorGreen

•Accentcolorisusedtohighlightactiveorcurrentiteminthecontrol


Contextual actions

•GearMenu•TaboverflowMenu•FormCommandsmenu•Programinvocationcommandsinfields


Change of layout


Solution Details – Example 1 GeneralLedger→Transactions→EnterTransactions,usingthePLorSLcommandandselectinvoices

Oldlayoutwithmulti-selectandwithoutsorting.

Newlayoutwithmulti-selectandsorting.Clickonceinthecolumnheaderandthelistissortedinascendingorder,clickagainandthelistissortedindescendingorder.


Solution Details – Example 2 GeneralLedger→ChartofAccounts/Enquiries→EnquireGeneralLedger→EnquireTransactionLines- SortedbyAccount

Oldlayoutwithsingleselect,withoutsorting

Newlayoutwithsingleselectandsorting


Solution Details – Example 3 SalesOrder→Quotations→ConvertQuotationstoOrders,selectionoflinestobeconverted

Oldlayoutwithmulti-select,withoutsorting

Newlayoutwithmulti-select,withoutsorting


Solution Details – Example 4StockControl→ StockItems/Enquiries→ EnquireStockFile,TotalsperWarehouse

Oldlayoutwithoutselectandsorting

Newlayoutwithoutselect,withsorting


New Commands


Solution Details (1/6)AdminConsole→Languages→Strings→GEN→ENG→SY→QUERYSETS

� Newcommandsareaddedtoquery-setswhichsupportsthefunction.

� Anexamplefromacustomerquery-set.• >+=Enter/Adjust{Customer.EnterAdjust}• >?=Enquire{Customer.Enquire}

� Bothoroneofthemcanexist.


Solution Details (2/6)

� Fromthecallingfunctionitlookslike:

� The>+and>?Commandscanbeselectedfromthelistormanuallyentered.


Solution Details – (3/6)

� Fromacustomerfieldwithacustomercodeentered:



� TheEnquireCust.&LedgerFilesfunctionisstartedandinformationaboutthecustomercodeisloaded.

Incaseonlythecommandisused,thecalledfunctionstartswithoutloadinganyinformation.



� Fromapostcodefieldwiththecodeentered:



� TheEnter/AdjustCode filefunctionisstartedandinformationaboutthepostcodeisloaded.



Platform Improvements


FutureWavesofEpicoriScalaWillBe:

MobileFaster CollaborativeEasier

NewUXstackfordevicesandbrowsers

EmphasisonPerformanceandScalability

Newoperationsandmigrationsarchitecture

Embeddedsocial

collaboration

iScala3.1


PlatformImprovementsIntegrationtoCrystalReports2013

ReplaceCrystalXIPrintEngineContinuedsupportforthelatestMicrosoftPlatforms:

SQLServer2012Server2012Windows10

MoredetailsoniScalaapplicationserver:E:\iScalaInstallationMedia\iScala3.1\iScala3.1readme\PRD-S31-099iScala3.1ReleaseNotes.htm

ServiceConnect:NewrealexpressionconverterNewemaildesigner/buildertoolwithsupportforHTMLformatsEnhancedstatisticsforinputandoutputchannelmonitoringWSE3.0policysupporttoenhancesecurityAraftofotherenhancements…


PlatformImprovementsSnap-Search2.0

Multi-level/CompositeSnapSearchesLinkmultipleSnapSearchesIn-contextadhocon-screenenquiriesDrill-down/Drill-upcapabilities


SnapSearchLinksImprovementstotheiScalaDataDictionaryAutomatictablelinksrecommendedbasedonselectedtablesSelectoneormorelinksManuallyadjustthelinks


CompositeSnapSearchesLinkmultipleSnapSearchesUsemultipleparametersFilteredSnapSearchresultsinasinglescreenContextualdata– seedatathatisrelevanttowhatyouneed


PlatformImprovementsSupportformulti-gridsiniScala

SupportforoneormoregridsinthesamescreenIn-contextinformation

COM+componentsRedesignPerformanceImprovementsacrossiScalaandServiceConnectStabilityimprovementsinService,ProjectsandContractsmodules

TransitiontoVBA7.1replacingVBA6IntegrationtoEpicorICEforiScala…


UsabilityImprovementsCompletionoftheSalesOrderGrid– introducediniScala2.3SR3

ExpandedtoSalesOrderEnquiry

SeveraladditionalfieldsaddedtotheGrid

IntroductionofnewGrid-basedscreens:

PurchaseOrderEntry

PurchaseOrderEnquiry

PurchaseOrderDelivery

(*)TobecompletedbyGA



Epicor ICE

EpicoriScala3.0isthefirstiScalareleasetoleveragetheEpicorICEBusinessplatform todelivernext-generationtechnologiesandbest-in-classapplicationsdesignedtoEXTENDthepowerofthesolutionacrosstheentireorganization.

Epicorsintentionistobringanumberofadd-oncapabilitiesextendingtheiScalaapplicationtomobiledevices,on-lineanalytics,integrationtoMicrosoftOfficeapplicationsandweb-basedscreens…

Abstracting Technology


• Service Connect Integration

• Process Orchestrationü

• BAQs• Dashboards• Trackers

• Support for multiple Data Sources

• Mobile Dashboards• Mobile Access

• Deployment of Dashboard and BAQs into Microsoft SharePoint

• Updatable BAQs• Updatable Dashboards

EpicorICECapabilitiesFuturereleases,datesandcontentaresubjecttochange

Its all about ContextContextualInformation� LinkmultipleBAQsinonedashboard� Moveseamlesslybetweendifferent

queries� PredefinedContent� Allowuserstoeasilyfindinformation� Trackers� Savetrackersasfavouritesandreuse

these� Usegraphstoprovidevisually

interestingDashboards


EpicorICE– ContentPacksFuturereleases,datesandcontentaresubjecttochange



Finance


FinancialOperationsBankinginterfaces:

SEPAPhaseII– addingsupportforCustomerPayments/DirectDebiting(IncludingPaymentMandates)

MT-940andCAMT53Support(*)

BankReconciliations:

EnhancementstotheAutomaticBankOperations(ABO)Module(**)

UseServiceConnecttoimportmultipleBankStatementformatsintoiScala

SupplierInvoiceCoding

Supportfor20newuser-definablecodes

LinkedtoSupplierInvoicesforadditionalclassification(*)TobecompletedafterGA(**)ImplementediniScala2.3SR3

Futurereleases,datesandcontentaresubjecttochange


FinancialOperationsPaymentProcedures:

SupportforcreationandmaintenanceofMultipleSupplierPaymentProposalsExtensionstotheexistingServiceConnectroutinestosupportadditionalpaymentroutines

JournalRoll-backCapabilitiesAdditionofanewdistributedtransactionroutineAllowingiScalatoeithercommitoraborttheupdateofthejournals3stageprocess:Create,Process,Commit/Abort


Copy Transactions


Solution Details – Copy Transactions (1/4)� GL– Transactions–EnterTransactions

Thenewcommand“+”isaddedforcopyingoftransactions.ThiscommandisenteredintheBookEntryDatefield.Afterenteringofthiscommandthesystemofferstoenterthetransactionnumber.


Solution Details – Copy Transactions (2/4)� Bydefaulttransactionsforcopyingaretakenfromthecurrentyear

transactionfile.


Solution Details – Copy Transactions (3/4)� Alsothereareoptionstocopytransactionsfromthepreviousyear

transactionfile(ifitexists),fromthenextyeartransactionfile(ifitexists)andfromtheday-bookjournal(notupdatedtransactions).Enters“*”toswitchtotheoptionfortransactionfileselection.


Solution Details – Copy Transactions (4/4)� Afterselectionthetransactionappearsonthescreenwiththecurrent

systemdateandcanbeadjustedasitisnecessary.



Logistics


Inventory&PurchaseManagementAdditionalWarehousesecurityandcontrols

MarkWarehouseas“Bonded”Blockwarehousesforalltransactionsexceptcounting

SupportforMultipleSupplierOn-CostPercentagesNewServiceConnectIntegrationPackagesfor:

SerialNumberImportandExportSerialNumberHistoryImportandExportWarehouse/ItemInformationImportandAdjustmentIntroductionofmultiplePurchaseOrderGridscreens


SalesandCustomerManagementOrderProcessingEnhancements:

ManageMultipleEmailRecipientsContactslistedintheMarketDatabase

iScalaCRM5.0Integration:IntegrationofQuotationsSuppliersynchronizationMany-to-OneIntegrationIntegrateoneormoreiScalaCompaniestooneCRMOrganisationBuildupavirtualstructureofyourorganisation inCRM

(*)TobecompletedafterGA


Text Lines



� Textlineentrywithasmallgridandonlytextlineslinkedtotheorderlineinfocusaredisplayed.



� Textlineentrywithalargegridandalltextlinesdisplayed.



� FromthestockcodefieldontheorderlinetheTx commandscanbeusedtonavigatetothetextlinegrid(TX inPCorTX,TZ,TQ,TC,TP,TD,TE,TS orTI inOR).

� Incasethetextgridmodeissettodisplaytextlineslinkedtotheorderlineinfocus,mousenavigationtothetextlinegridcanbeused,thedefaultsettingisaswhentheTX commandisused.

� Incasethetextgridmodeissettodisplayalltextlines,itisnotpossibletonavigatetothetextlinegridusingthemouse.



� Whenthetextlinegridisactivatedthefocusisalwaysonanewline.

� Whennavigateuptotheorderlinesagain,thefocusissetonthefieldfromwheretheorderlinegridwasleft.



� OR:IntheText1fieldTx commandscanbeusedtosetthedefaultvaluesfornewlines,thesameasontheorderline.

� TheA andB commandsareusedtoselectifthetextshallbeprintedAfterorBeforetheorderline.



� .NN canbeusedtocopyfromthePhrasefile.� ? QuerythePhrasefile.� _NN todeleteatextline.



� InsteadoftheYes/Noflagforprintingthetextondifferentdocuments,theselection/deselectionisdonebyclickingthecell.

� > Canbeusetosetspecificpropertiesfortheline.



� Theviewcommandsusedinthetextfunctionisreplacedwiththesort– selectionoptionsavailablebythegridfunction.



Production (MPC)


MPCInMPCtherearehardlynochangesiniScala3.1comparedtoiScala2.3SR3OneexceptionistheConsumptionNote.



Miscelaneous


UDDB


Feature Overview – Solution Details (1/7)

� Belowisthedefinitionofthesamerange.Thescreenontheleftshowsthecommonrangeentryin3.1whilethescreenontherightisfromanearlierversion.



� Anadditionalparameterisaddedbyselectthecorrespondingfieldintheleftlistandhittherightarrowkey.

� Aparameterisremovedbyselectitintherightlistandhittheleftarrowkey.

� Arangecandefineuptosevenparameters.It’snotnecessarytouseallparametersintheexpression.

� Theadditionalparameterscanbeusedtocreateanexpressionwhichdefinesanexactsub-setofitemsintheobjecttable.



� Thetestoftherangeexpressiondisplaysallparameterfields.Asinthepreviousversions,therecordswhichbelongstothesubsetdefinedbytheexpressionaredenotedbya“*”.



� Thepurchaseorderlinesupportsdefinitionofparametersfromlinkedpurchaseorderheaderandstockcode.Thepurchaseorderheadersupportsdefinitionofparametersfromthelinkedinvoice-andordersupplier.

� Thesalesorderlinesupportsdefinitionofparametersfromlinkedorderheaderandstockcode.Thesalesorderheadersupportsdefinitionofparametersfromthelinkedinvoice-,order- anddeliverycustomer.

� Thecustomerinvoicesupportsparametersfromthelinkedcustomer.Thesupplierinvoicesupportsparametersfromthelinkedsupplier.



� Insomecases,anobjecttablecanincludemultipleinstancesofthesameparameter.Insuchcase,theinstancesareseparatedbycodesintheR-column.e.g.theInvoicecustomerisdenotedby“I”andtheordercustomerisdenotedby“O”.



� TheentryofdefaultUDDBvalueshasbeenextended.• Anew(0-2)propertyhasbeenadded.

§ 0ó Thefieldisoptional.§ 1ó Thefieldismandatoryandcannotbeleftwithoutcontent.§ 2ó Thefieldisnotusedandisdisabled.

• Fordatefields,thereisanoptiontoinitializethefieldusingthecurrentsystemdate.

• Duetothe“wider”scopeofthefunction,theentryhasbeenrenamedto“FieldProperties”.

� Rangeswithmultipleparametersaresupported.


Field Length Extensions


Solution Details (1/6)PurchaseOrder→OrderEntry/Enquiries→Enter/AdjustPurchaseOrderPurchaseOrder→Miscellaneous→ImportPurchaseOrders

� SupplierandOurreferencesareextendedto35characters.


Solution Details (2/6)PurchaseOrder→Deliveries/Invoices→EnterDeliveryNotePurchaseOrder→Deliveries/Invoices→EnterInvoicesStockControl→StockItems/Enquiries→OtherStockFiles→BatchInformationStockControl→Transactions→EnterTransaction→StockReceived

� CustomsDispatchNoteNumberisextendedto30characters.• TheCustomofficeinformationisactivatedbyFAK140.


Solution Details (3/6)GeneralLedger→ChartofAccounts/Enquiries→ChartofAccounts→Enter/ChangeAccountingDimension– Accounts

� SPEDandFCONTAccountsareextendedto13characters.• ThefieldsareusedinBrazilreports(FAK392).


Solution Details (4/6)PurchaseLedger→ SupplierFile→ EnterSuppliers

� Customercodeisextendedto20characters.


Solution Details (5/6)GeneralLedger→Transactions→EnterTransactions

� InvoiceNumberisextendedto25characters.• TohavethepossibilitytoenterthesameinvoicenumberasinPL.• Theaccountshallusespecialfunction12toopenthisscreen.• PLparameter“SaveTaxTransactions”shallbesettoYes.


Solution Details (6/6)SalesLedger→Payments/Journal/CashFlow →EnterPayments→InvoicePaymentSalesLedger→Miscellaneous→SpecialUtilities→ImportPaymentFile→ImportPaymentFileESC→CustomerPaymentInSalesLedger→Reports/Statistics→BalanceReport→BalanceListDetailed

� PaymentByisextendedto25characters.• Thisistobeableentering25-characterbankreferencenumbers

whichareusedinsteadofchecknumbersbysomebanks.• SLparameterExtendedPaymentInfoshallbesetto1or2.


Consolidated Forms Extensions


Feature Overview – Solution Details

� Tabbedviewisusedbydefault


Feature Overview – Solution Details� Groupedviewcanbeusedasanoption

(Tools)-Options– Miscellaneous– Multitabsentryformshallbedeactivated



� Pop-upmenuisnotshownneitherwhenuserselectsanobjectnorwhenpressesPgUp/PgDn

PressingPgUp/PgDnmakesprevious/nextsubformactive

SDFfilesettingthatcontrolsappearingofthemenuisremoved

Pop-upmenuisreplacedbyHamburgerbutton



� HamburgerbuttoncanbeusedtonavigatetosubformsShortcutsareavailableforquickaccesstosubforms.

Toselectaseparateform(like“LinkedUDDBtables”),abuttonorit’sshortcutshallbeused.

ShortcutsarechangedfromCtrl+digittoCtrl+Alt+letter


Feature Overview – Solution Details� Separateformisshownonlywhenbuttonoritsshortcutisselected

Itisnotshownonsaving,souserhastoselectthebuttonexplicitlyifhastoadjustdata

� UDDBhasspecialrules


Feature Overview – Solution Details� MandatoryUDDB

UDDBentryformisshownonsaving

� OptionalUDDB

FAKs controlifUDDBentryforshallbeshownonsaving:

CustomerEntry:SalesLedger– SuppressautomaticappearanceofUDDBentryformforoptionalUDDB(340)

StockItemEntry:StockControl– SuppressautomaticappearanceofUDDBentryformforoptionalUDDB(500)

AssetEntry:AssetManagement- SuppressautomaticappearanceofUDDBentryformforoptionalUDDB(498)

SupplierEntry:NoFAK(limitation).UDDBentryformisshownonsavingforoptionalUDDB.


Feature Overview – Solution Details� PgUppressedonfirstsubformcausesawarning

Yesmakeschangescancelled,systemthenwaitsforselectionofanotherobjectNoreturnsfocustoconsolidatedform.


Feature Overview – Solution Details� PgDnpressedonlastsubformcausesawarning

Yescausescurrentobjectsaved.Systemdoesnotshowseparateformsonsaving,souserhastoselecttherelatedbuttonexplicitlyifs’heneedstoeditdataonseparateforms.Noreturnsfocustoconsolidatedform.


Feature Overview – Solution Details� Severalseparateformbecamesubforms

IniScala3.0FSP4,theywereavailableasseparateformsactivatedbybuttons.

CustomerEntry:SalesmenandCommissions;Extendeduser-definedfieldsSupplierEntry:Extendeduser-definedfields


Feature Overview – Solution Details� Toolbar

ConceptoftoolbarisnotchangedfromiScala3.0FSP4.

Button CommentHamburger(Sub Forms)

Showsandallowstoselectavailablesubformsinconsolidatedform. Itdoesnotlistseparateforms(notincludedintoconsolidatedform):MasterPlanning,MPCData,LinkedUDDBtables.Forthem,separatebuttonsareavailable.

Collapsesubforms Collapses allsubformsexceptonewithafocus.Ithasnoeffectintabbedview.

Expandsubforms Expandsallsubforms.It hasnoeffectintabbedview.

Cancel Cancelschanges oftheobjectandclearsallfieldsintheconsolidatedform.Tocancelchangesandexittomainmenu,clicktwice.

SaveandNew Saveschangesof theobjectandclearsallfieldsintheconsolidatedform.Tosaveandexittomainmenu,clickSaveandNew,andthenCancel.

LinkedUDDBtables,MPCData,Master Planning,…

Shows separateform.


Feature Overview – Solution Details� Customizationarea

Fieldsfromdifferentsubformscanbemovedtocommoncustomizationarea.

ConceptofcustomizationareainconsolidatedformisnotchangedfromiScala3.0FSP4.


Feature Overview – Limitations

� Enquiryprogramsarenotenhancedwithconsolidatedform.� Severalforms(e.g.MasterPlanninginstockitementry,orUDDB)are

stillshownasseparateforms.� Fieldsfromtheseparateformscannotbeplacedtocommon

customizationarea.� Beforeseparateformisshown,objectissaved.Afterobjectissaved,

changescannotbecancelled.� VBAprojectscreatedforaffectedprogramsshallbemanuallyadjusted.� WhenUDDBisoptional,UDDBentryformisshownonsavingof

supplier.



Service Packs:Detailed informationFinance


Finance – functions PL I � UserDefinedFieldsforPLInvoice.

Thefunctionalityprovidestheuserwithadditionalfieldsthatcanbeusedtorecordadditionalinformation/referencesforthePurchase/SupplierInvoiceinthePurchaseLedger.ThefunctionalityisavailableonlyifActivateExtendedUserDefinedFieldsforPLInvoice(418)featureactivationkeyisenabled.

� ControlofAdjustingSupplierBlockingActionsThesystemnowallowstocontrolwhichusershallbeallowedtoselectblockingtemplatefunctionalityissupportedbyAllowselectingsupplierblockingtemplatepermission.


Finance – functions PL II � UserDefinedFieldsforPLInvoice.

Thefunctionalityprovidestheuserwithadditionalfieldsthatcanbeusedtorecordadditionalinformation/referencesforthePurchase/SupplierInvoiceinthePurchaseLedger.ThefunctionalityisavailableonlyifActivateExtendedUserDefinedFieldsforPLInvoice(418)featureactivationkeyisenabled.

� SLandPLInvoicesReversingThefunctionalitycoversupdatedinvoicesreversinginSLandPLmodules.NewpermissionsareaddedintheAdministrationConsoletocontrolreversingoftheexistinginvoices.


Finance – functions PL IV � PaymenttoMultipleAccounts(Grekening)

ThefunctionalitycoverspossibilitytopayaninvoicetodifferentbankaccountsinthesamebankfilewhenusingSEPA.Thebasicideaistoreusetheinstallmentfunctionalityextendedwiththepossibilitytospecify(persupplierandinstallmentnumber)theaccounttobeusedforthepayment.Usercannowspecify(foreachinstallment)adescriptionthatclarifiesthepurposeoftheinstallment;andalsoisabletomakethepaymentofseveralinstallmentsofaninvoiceatthesametime(i.e.includedinthesamepaymentproposalandfilesenttothebank.)Thefunctionalityissupportedbythefollowingenhancements:•PaymentTerms- extendedwithInstalments Descriptiontab;•BankInformation- extendedwithInstalment Noscreen;•Suppressdatewarningforinstallments(463)featureactivationkey;•AllowConfigurationofInstallmentsLinkedtoAccountspermission.


Finance – functions PL V � AutomatedPLInvoiceJournalPosting

Thecapabilitytoscheduleback-officejobstoautomaticallypostPLInvoiceJournalandSupplierInvoiceJournalisimplemented.Journalscanbepostedaccordingtoapre-definedscheduleorimmediatelyaftersuccessfulimportviaESC,andrangecanbeselectedforPLorInvoiceJournaltransactionstobeimported.

� SplittingofInvoicesforMultiplePaymentDatesNewfunctionality- SplittingofInvoicesforMultiplePaymentDatesisimplemented.ThefunctionalityissupportedbySplitInvoicesforMultiplePaymentPeriods(481)andDonotsplittaxesbetweeninvoiceswithmultiplepaymentperiods(482)featuresactivationkeys.


Finance – functions PL VI � InvoiceSupplierinPurchaseOrders

Theenhancementcoversupdatingofpurchaseorderentering- twonewfieldsareaddedtosupplierdefinitionandpurchaseorderheader:MainSupplierandInvoiceSupplierCode.SupplierInandPurchaseOrderInbusdocs arealsoenhancedwithnewelements.

� VoidingofCustomer-SupplierPaymentsYoucanvoidpaymentsthatwereearlierenteredmanuallyforPLinvoicesandSLinvoices.Itisnotnecessarytocreateanewcreditnoteandthebelongingpaymenttransactioninreverseddirectiontoreverseerroneouspaymenttransactions.Afteryouselectaninvoicepayment,thesystemvoidsitandreversesthepaymentrecordintheledgerdirectlywithcreatinganewaccountingtransactioninthepaymentjournalthatcontainstheoppositetransactionlinesastheoriginaltransaction.Thefunctionalitysupportsthehandlingofcashdiscountsandwithholdingtaxesaswell.


Finance – functions PL VII � ReversingofPaidSLandPLInvoices

ThefunctionalitytoallowreversingpaidinvoicesisimplementedinSalesLedgerandPurchaseLedgermodules.ItiscontrolledbytheAllowreversingforpaidinvoices(487)andAllowreversingforpaidinvoices(488)featureactivationkeysinPLandSLrespectively.


Finance – functions SEPA I� SupportofMultiplePLPaymentProposals

ThesupportofmultiplepaymentproposalsisimplementedinthePurchaseLedgermodule.Theusercancreatemultiplepaymentproposals,thatcanbeadjusted,removedorprocessed.

� PaymentNotificationSEPA automaticpaymentnowhasanoptionofprintingpaymentnotificationsforinformingsuppliersaboutpaymentssenttothebank..

� Supportthepain.001.001.03format(CustomerCreditTransfer)Thefunctionalitycoverssupportingofcredittransferxmlformati.e.theabilitytoproducexmlfilesinthePain.001.001.03format.


Finance – functions SEPA II � SendingEmailNotificationsonSEPAProcessingResultsThefunctionality

coversenhancementsinnotifyingusersonSEPAprocessingresults,andissupportedbyEnableEmailNotificationsroutine,GeneralEmailNotification emailtemplate,GeneralEmailNotificationschema,andInitiatorEmail processvariable.

� FactoringSupplierinSEPAIfasupplierisselectedontheFactoring/BillingtabofSupplierMaster,theautomaticpayment(proposal)forSEPAiscreatedforthissupplier.Factoring/billingnameandbankdetailsareretrievedfromthefactoringsupplier.


Finance – functions GL I � JournalPostingwithinTransaction

NewfeaturepreventsdatainconsistenciesthatcanoccuratGeneralLedgerupdatefromjournaluploadsystemfailureornetworkcrash.Ifsometechnicalerrors(systemornetworkcrash)occurduringthepostingprocess,thefeaturerestoretothestatebeforethejournalupdate.ThefeatureisenabledbythePostingwithintransaction(422)featureactivationkey.

� GeneralLedgerBalanceforallAccountingSegmentsThefunctionalitycoverssupportingofanewGeneralLedgerbalancetable(GLEB)whichstoresthebalanceperperiodforallaccountingsegmentsandisupdatedbyanewjobhandler.


Finance – functions GL II � ExtensionofCurrencyTable

Thenumberofcurrencycodesisincreasedupto99(codesfrom00to98).� ExtendedUser-DefinedFieldsinGLSegments

ToprovidetheuserwiththefunctionalityofaddingmoreinformationlinkedtoGeneralLedgeraccountsegments,newfeatureisintroduced- Activateextendeduser-definedfieldsforaccountsegments(484).TheEUDFfieldsallowtodefinemaximum20fields,withthemaximumlengthof150charactersforstringdatatypesand20charactersfornumericdatatypes.Thedatatypeforeachnewfieldcanbedefinedbytheuserasstring,integer,numericordate.TheEUDFfieldsforGLdimensionscanbeusedforreporting,thesecanbecopiedovertootherfinancialyearsandcompanieswiththeexistingCopyChartofAccountsfunctionality.ApplicationandESCimportandexportarealsosupported.


Finance – functions GL III � EnteringofAdditionalCostinSalesOrderforBlockedCustomer

ThefunctionalitycoversenteringofadditionalcostinaSalesorderforblockedcustomer.ThefunctionalityissupportedbytheAllowtoEnterAdditionalCostforBlockedCustomerpermission.Thepermissionisusedunderthefollowingconditions:•AdvancedCreditCheckfunctionalityislicensedandactivated(SystemUtilities- CompanySetup- ModuleSelection,SalesLedger).•SalesorderentryparameterinBlockedoperationssection=Yes.•CustomerisblockedbyCreditCheck.


Finance – functions GL IV � CreditControlPerformanceEnhancements

TheadvancecreditcheckfunctionalityperformanceissignificantlyimprovedinvariousroutinesofSalesOrder,ServiceManagementandContractManagementmodules.Theenhancementsinclude:•Utilizedcreditamountsofeachcontract/sales/service/projectordersanddirectinvoiceareupdatedandstoredinthenewtable-SLUL.•Newcompanyproperty- AdvancedCreditCheckisaddedtotheSalesLedgerGroupinCompanySetup.•OrdersanddirectinvoicesarerecalculatedusingCheckSalesLedgerspecialdatafunction.SLULtableisupdatedwithutilizedamountsfortherecalculatedorders.


Finance – functions GL V � AdvancedCreditControlEnhancements

Thesystemblockscustomersfordeliveryiftheyexceededcreditlimitorhaveoverdueinvoicesbasedonprovidedinformationaboutoverduetoleranceperiodandoverdueinvoiceamounts.Youcanspecifyconditiontypesandranksusedtoperformcreditlimitandoverduecheckingprocessesforsuppliers.Ifthetypeismet,thesystemassignsacontrolstatustothesupplierandperformsactionsdefinedintheCreditCheckExecutionParametersroutine.Customercreditcontrolstatusescanberecalculatedmanually.


Finance – functions GL VI � CopyingGLTransactions

ThesystemnowallowsuserstocopyGL(GeneralLedger)transactionswithoutreversingofamountsintransactionlines.ThefunctionalityissupportedbyBookEntryDateparametercommands.Transactionscanbecopiedfromfourdifferentfiles:currentfinancialyear'supdatedtransactions,previousfinancialyear'stransactions,nextfinancialyear'stransactions,andnon-updatedtransactions(inthedaybooktransactionfile).Theprogramwillnotifytheuserthatlinkstoothermodulesarenotrecreatediftheoriginaltransactionhadsuchlines.Forexample,incaseofasalesorderinvoice,thesalesorderisnotcreated,theaccompanyinginvoiceisnotprintedandtheSalesLedgerfilesarenotupdatedeither.ThisfunctionalityisrecommendedforuserswhoenterGLtransactionsmanuallyrepeatedlyinthesamepatternfromtimetotime..


Finance – functions GL VII � REACHReport

Thefunctionalitycoversnewreportonsubstancesproducedorimportedinquantitiesbetween1and100tonsperyear– REACH(Evaluation,Authorisation andRestrictionofChemicals).Thereportisnotintendedforsendingtoauthorities,itisonlyusedasatooltocollectinformation.ThereportisDDFcontrolledandincludesVBAsupport.Thefunctionalityissupportedbynewparameters:REACHUUIDcode,REACHWeight,newroutine– REACHReportandnewpermission- AllowchangeoftheREACHUUIDcode.


Finance – functions GL VIII � CompoundPeriodicAllocations:SupportofAllAccountingSegments

Compoundperiodicallocationsnowsupportallaccountingdimensions(0-9).Toimplementthis,transaction-basedCPAtypewasupdatedandtwonewCPAtypeswereintroduced:extendedbalance-basedCPAandreversingextendedbalanceCPA.Thesetwonewtypesalsodifferfromtheothersbythedatasourceforbalances:CPAsofthesetwotypesusetheExtendedBalanceFileasthedatasource.


Finance – functions GL IX � ElectronicReportingEngine

ToimprovetheelectronicreportingcapabilitiesofiScala,anewflexiblesolutionisimplemented.ThisnewfunctionalityprovideselectronicreportsonfinancialandlogisticaltransactionsfromacrossthewholeiScalaERPsystem,includinganylocalizedsolutionsthatalreadydeploytheUDDB(UserDefinedDatabase)functionality.Theschemaandcomplexityoftheelectronicreportsdifferfromcountrytocountry.Thesolutioncanbeusedtoproduceanytypesofelectronicreportsacrosstheglobe.Reportscanbeasanexample:ad-hocelectronicauditfiles,periodicalreportssuchastaxreturnsorinventorybalancelists,SAF-Treports,GLaccountbalancesandtransactions.ThisfunctionalityleveragestheadvantageofseveralmechanismssuchasSnapSearch,ScreenDefinitionFiles(SDF),BusinessEventdefinition(DEF)files,EpicorServiceConnectWorkflowsandmanagers.TheapplicationscreenisfullycustomizableforgatheringreportruntimeparametersthatarepickedupbyServiceConnectastheapplicationraisesabusinessevent.TheworkflowworkswiththeGenericQueryManagerthatutilizestheresultsetofdifferentSnapSearches.Asagoodpractice,itisbettertocreateandsaveSnapSearchqueriesinSQLViewmodeformorecomplexreports..


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