what’s new in epicor iscala 2.3 sr1?productroadmaps.pdf · 2008-05-21 · information worker...

What’s New in Epicor iScala 2.3 SR1?

Presented by:

Robert Sinfield

Sr. Manager, Product Marketing

Today’s Agenda Topics

• Who is Robert Sinfield?

• Roadmap and recent history

• iScala 2.3 SR1 • iScala 2.3 SR1

– Aims

– Highlights

– Add-ons

• Security & Governance Value Pack

• Mobile SM• Mobile SM

• Manufacturing (Separate Workshop)

• Supporting You

• Questions

ScalaBruk – iScala Road Map + iScala 2.3 SR1 © 2008 Epicor Software Corporation.

Who is Robert Sinfield?

• Began working with

Scala in 1997

• Worked for 2 large • Worked for 2 large

customers

• Early implementer of

Service Connect




Scala in 1997


customers


Service Connect

• Joined Epicor 2007

as Project Manager & Consultantas Project Manager & Consultant




Scala in 1997


customers


Service Connect

• Joined Epicor 2007

as Project Manager & Consultantas Project Manager & Consultant

• Joined iScala Product Marketing

as Senior Manager in Jan 2008


iScala 2.3 SR1 – Key Project Milestones

Moscow development

6 teams

30 man years

Alpha Release 3rd Dec

Beta Release 4th Feb

GA

Release

Engineering6.5 Months

Stabilization4 Months

30 man years

140 main features

15th May 2007

12th Nov 2007

26th Mar 2008


Forward Looking Statements

The information in this presentation contains confidential information that should not be shared with anyone who is not under a confidentiality obligation to Epicor Software Corporation. Management of Epicor Software believes certain statements in this presentation may constitute forward-looking statements. These forward-looking statements include statements regarding expected revenues (including growth rates), statements include statements regarding expected revenues (including growth rates), earnings and earnings per share, sales pipelines and opportunities, forecasting ability, target market, customer renewal rates, product release dates, technology lead, competitive advantage and other statements that are not historical fact. These forward-looking statements are based on currently available competitive, financial and economic data together with management’s views and assumptions regarding future events and business performance as of the time the statements are made and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include those factors discussed in Epicor's annual report on Form 10K for the year ended December 31, 2007. As a result of these factors the business or prospects expected by the Company as part of this announcement may not occur. Epicor undertakes no obligation to revise or update publicly any forward-looking statements.update publicly any forward-looking statements.


Portal 8.2.5 Content

iScala Collect 3.40

Cash Flow Analyzer 2.3

iScala Storefront 2.3.2

iScala Product Roadmap – Recent ReleasesiScala 2.3 SR1

iScala Query Designer 7

Epicor DBAudit 7.3.5

Q1 2008


Forecast Pro

Microsoft Forecaster

H2 2007

iScala 2.3 FHF(Vista compatible)


iSQD 6.9b

iScala 2.3


H1 2007

Q4 2006

iScala 2.3

iScala Collect 3.20

Altec doc-link

Upgrade to newer versions when ready

Continued releases planned every 12-18 months

Future releases, dates and content are subject to change


InformationWorker

EpicorERP

System

PortalService

Connect

iScala Collect 3.50


iScala 2.3 SR2

iScala Collect

iScala Product Roadmap – 2008 and beyond

iScala Query Designer

Epicor DBAudit 3.5

Q4 2008

PortalConnect

iScala Content Pack for Information Worker 9

2009iScala Content Pack for

Epicor Portal 9

iScala Storefront

iScala Collect 3.45

iScala Scorecard Viewer

Q4 2008iScala CRM 4.0

Q2 2008

Q3 2008





Windows Server 2008

Microsoft SQL 2008

Epicor iScala Technical Roadmap

Terminal Server 2008

Citrix Presentation Server 5

Epicor Portal 9 support

Epicor IW 9 support

Q2 2008

Q1 2008Vista Certification

Citrix Presentation Server 4.5

Vista Logo Certification

64 bit iScala Installer

Epicor Service Connect 8.3

H2 2008

Q3 2007

Q1 2008

Q2 2007

Q4 2007





iScala 2.3 SR1 – The Principal Aims

Maintain and expand our global footprint

Global Reach footprint

Deliver lean techniques across the

product within our key marketsEfficiencyOperational

Excellence

Improve usability, especially in high-

use processesUsabilityEase of

Use


Separate DN per delivery

Tax enhancements

Italy Spain & Portugal

Fixed Asset Depreciation

New iScala Global Features

Tax enhancements

Statutory/Fiscal report enhancements

Fixed date payment terms

Payment method enhancements

Swedish payment methods

BGMax

Official Ledger enhancements

Commission Management

Net Sales Price entry in OR

Tax enhancements

IntraStat enhancements

DDF can call VBA

New Payment Method

Riba BGMax

TotalInDanish payroll

Indian ModVAT

Norwegian VAT report

Riba


iScala 2.3 SR1 Highlights

• New Price List items

– Advanced Manufacturing

– Lease Contract Management 140 Main Features– Lease Contract Management

– Commission Management

– Project Management integration to MS Project

– DBAudit (stand alone product)

• Improved performance

– Windows and SQL 2008

140 Main Features

– Windows and SQL 2008

• (planned Q2)

– Up to 1,000 concurrent users

– Re-written services

– 64 bit services support

• On iScala Enterprise Server


Screen Customization

• Designed for Sales Order Header

– All sales order header details available as tabs

– Option to customize any cBasic Screen– Option to customize any cBasic Screen

– Separate customisation and tab areas

• Similar to SM customisation

• Multiple Entry Types that link screen, toolbar and user

• Bind Entry Types to users to enable different processes

• Permissions control who can create screens

ScalaBruk – iScala Road Map + iScala 2.3 SR1 © 2008 Epicor Software Corporation.What’s New in Epicor iScala 2.3 SR1? © 2008 Epicor Software Corporation.

iScala Commission Management

• Pay agents and sales staff

– Many commissions per transaction

• Based on sales orders, service orders or contract orders• Based on sales orders, service orders or contract orders

• Can link up to 10,000 agents per transaction

• Each agent can have their own commission rate

– Payment basis

• Commission can be based on invoiced value or revenue received

• Commission can be reduced by any discount offered• Commission can be reduced by any discount offered

• Payment is via the payment ledger/accounts payable


iScala Lease Contract Management

• Based on IAS 17 (Leases) principles

– Operating Lease

• Short term, maintenance after asset returned• Short term, maintenance after asset returned

• Depot warehouse

– Finance Lease

• Long term, maintenance during contract period

• Hire Purchase is a variant with final payment to change ownership


iScala Project Management integration to Microsoft Project

• Graphical interface and shared resource planning

– Improved Usability

• iScala has very comprehensive financial project capabilities• iScala has very comprehensive financial project capabilities

• Microsoft is a leader in graphical tools

• This 2 way integration provides the best of both worlds

– Microsoft Project Server 2007 Integration

• Plan resources across multiple projects

• Plan iScala Service Management and iScala Project Management resources on the same Microsoft ServerManagement resources on the same Microsoft Server


iScala Advanced Manufacturing

• Extends iScala Manufacturing

– Larger site support

• Multi-threaded calculations support• Multi-threaded calculations support

• Net change to only calculate the changed data

– New Business Processes

• Plan for multiple production plants within a single iScala company

– Group warehouses for matching supply and demand

• Near real-time update of manufacturing and purchase needs• Near real-time update of manufacturing and purchase needs

• Graphical action screen to improve usability

– Drill down to execute with a single click


Unit of Measure Enhancements

• Hierarchical link of Unit of Measure

• Up to 10,000 units of measure per iScala Company

• Conversion tool• Conversion tool


Price and Discount Tool

Standard discounts calculation

And detailed advance discounts calculations is also possible


Add-on Products

Epicor Portal 8.2.5

Epicor Portal web part views provide you with ‘transactional’ reporting capabilities on MS SharePoint

They’re real time! No waiting for cube buildingThey’re real time! No waiting for cube building

Drill down capabilities are immense, allowing you to:

– Drill down into other Epicor Portal views

– Launch context sensitive iScala pages or any URL

Can be combined with BI Web Parts for a complete picture

All views are exportable to Excel for further analysis

View information can be updated directly from the Epicor Portal view

You can create your own ‘documents’ to link in ‘non-iScala’ data sources


Service Connect 8.3

Collaborate with the value chain– Relationships

• Portal/Exchange/System-to-System

– Data dynamic– Data dynamic

• View

• Transaction process

– Internal/External

Integrate– Integration to 3rd party product

• Warehouse Management Systems

• Manufacturing systems• Manufacturing systems

• Mobile or Bar code equipment

Automate– Design own workflow

– Workflow Designer


DBAudit

• Part of the Security and Governance solution area

– Enhances the security & governance value pack with audit trails

– Able to track up to 10 key fields per iScala table– Able to track up to 10 key fields per iScala table

– Very easy to deploy, minimal learning curve

– Can be deployed to any SQL database so can be used for other databases


Forecast Pro

• Create statistically valid forecasts

– Used to drive MRP/SRP

– Based on best fit of many algorithms– Based on best fit of many algorithms

– Assist clients that need to predict demand based on history

– Collaborator is an add-on for review and adjustments

– Winner of the M3 competition by the Institute of Business Forecasting (commercial product category)


iScala Query Designer 7.01

• Latest of the iSQD releases

– Epic Search

• Search by text and wildcard

• Google like interface and results

• Drill down by iScala business area

– Built in scheduler

• Create and distribute reports

• iScala Cash Flow Analyser

– Extension of iSQD, uplifted for iSQD 7

ScalaBruk – iScala Road Map + iScala 2.3 SR1 © 2008

Epicor Software Corporation.

iScala CollectProcesses

automated by iScala collect

Receiving ShippingPickingSuppliers

Internal Movement Manufacturing

Put AwayWarehouse

Customers

Pick Requisitions

Inspection & UpdateCounting

Warehouse

Sub-contracted

Manufacturing


• iScala Collect Standard

– Support for the iScala 2.3 common picking module

What's new in Collect 3.30 - Highlights

– iScala stock Bills-of-Material (BoMs) support.

• iScala Collect Advanced

– Print iScala Sales Invoice and Delivery Note direct from PDA

– Extended batch support for multiple batch dates, potency etc

• iScala Collect Client

– Windows Mobile 5 support (with over 300% performance improvements)

• iScala Collect WMS

– Support for Pallets and LPNs

ScalaBruk – iScala Road Map + iScala 2.3 SR1 © 2008 Epicor

Software Corporation.

What's new in collect 3.40 highlights

• iScala Collect Manufacturing

– Picking against work orders if pick list previously printed

– Pick against stock transfer orders for sub-contracted activity

– Receive completed goods from work centres

– Receive completed goods from sub-contractors

– Report actual WC used for in-house production

• iScala Collect WMS

– Rack space management with multiple LPN per location

– Quarantine support for locations and LPNs

– Load planning for effective delivery

– Additional document printing including

• Bill of Lading, Pack Lists and Shippers Export Declaration

What’s New in Epicor iScala 2.3 SR1? © 2008 Epicor Software Corporation.

iScala Storefront

• Sales front end to iScala

– Salesman and customer views

– Live integration to iScala for descriptions, availability and pricing

– Order by item, catalogue or diagram

– Built in rules based configurator

– Single site linked to multiple iScala Companies



Security and Governance Pack

iScala 2.3 Governance PackArea Without Value Pack With Value Pack

Security User authentication

Internal and Windows authentication

•Re-authentication at menu and field level

•autologoff on timeout

Access rights management

Very detailed role-based security;

•Custom permissions with field-level security management based security;

customizable menussecurity

•Extended order status functionality

Data integrity Separate databases, SQL and application clustering, etc.

•Field-level security protects from accidental data corruption

•hard closing of subledgers

Confidentiality IPsec, XML message encryption

•Autologoff on timeout

Auditability Built-in auditing functionality, support

Re-authentication events are auditedfunctionality, support for AuditDB

Governance Segregation of duties

Role-based security; customizable menus

•Field-level security

•Extended order line status

functionality

• Role-based Snap Search

Deployment of single consistent solution

Import/export of most Admin Console settings

Import/export of field level security settings (template roll-out)

What is the Security & Governance Value Pack

Components:

1. Hard closing of all sub-ledgers

2. Auto-logoff on timeout2. Auto-logoff on timeout

3. Re-authentication

4. Extended order line status functionality

5. Field-level security

6. Role-based Snap Search



1. Hard closing of all sub-ledgersWithout the Value Pack

• Close the GL on a month-by-month basis

• Internal procedures to avoid posting in sub-ledgers

• Prevent posting in the sub-ledgers

• Internal procedures to close GL after all sub-ledgers closed and all transactions processed

With the Value Pack

• Internal procedures to avoid posting in sub-ledgers



2. Auto Log-off on Timeout

• Closes idle sessions to free up concurrent users

• Reduces risk of abuse of running iScala sessions

• Open sessions / dialogs are not affected

– Need internal procedures to log off when terminal not occupied



2. Auto Log-off on Timeout

• Timeout of idle sessions is configured in Admin Console / Installation Properties




• iScala authenticates users when they log on.

• Users can stay logged on for as long as they want. This raises two issues:raises two issues:

1.Abuse of the session

2.Non-Repudiation (When accused of abuse, they can ‘readily repudiate’ their involvement in the abuse)




Can be set up for menu actions or toolbar buttons



4. Order Permissions by Status Configuration

• Define what activities can be completed by order status

– Convert from quotation

– Document print (quotation, order confirmation, delivery proposal, – Document print (quotation, order confirmation, delivery proposal, picking list etc)

– Enter stock issued

– Close order

– Delete Order

– Create Purchase Order for drop shipment

• Restrict who can change order status• Restrict who can change order status

– Different permissions depending on current status

• Combined these features provide role based control of the sales process

– Based on roles not screens so all users can have same screen



4. Order Permissions by Status Configuration

• Control order line adjustments by Sales Order Status

– For example, not possible to add/adjust order lines for status 3 orders e.g. credit controlorders e.g. credit control



5. Field-Level Security

• Control what people can see/do within iScala screenscreen

• Show only fields relevant to user role – reduce the number of keystrokes

• iScala will offer to skip entire screens if all fields are hiddenare hidden




• Fields can be read-only or hidden

• One iScala screen can show different things to different people -> segregation of duties people -> segregation of duties




• Field-level security permissions are role-based like standard permissions:




• Import/export of both custom permissions and field assignments

• Range of import options available – including ‘remove all • Range of import options available – including ‘remove all / create all’ option to ensure



6. Role Specific snap search

• Use to validate or restrict users to data sets

– Different searches for different users

– One gap, does not validate default values– One gap, does not validate default values



Mobile SM

Functionality Overview

• Time registration:

– Information about project workers, status and definitions (phases, tasks, ...)(phases, tasks, ...)

– Time registration and approval

– Historical information (approved, rejected, ”pending”)

• Service technicians:

– Customer information

– Service item information and history– Service item information and history

– Registration of items, resources and time consumption and document printing

– Comments

– Registration of status



Mobile SM Architecture• Stabile

• Secure

• Use existing technology componentsLaptop components

• Beauty of simplicity

• Offline, online and online-on-demand

• Central management of rich clients

Corporate

Network

ERP

ExchangeBAS

Tablet

PC

PDA at

home

Desktop

home

PDA over

wireless

Smartphone

Web Access

PDA in

the office



Mobile SM Job Planning



The Mobile Service Solution

• Optimized Service Process – saving tile when making visits and in the admin.

• Improved data basis – exact data – less errors• Improved data basis – exact data – less errors

• Better logistics – correct spare parts

• Improved Control – better resource allocation possibilities

• Geographic independent – Service possibilities anywhere

• Satisfied customers – Service delivered in time



Business Benefits

• Reduces WIP (=faster invoicing)

• Reduces internal administrative tasks (entering activities and material)and material)

• Reduces travel time

• Increases # of Service Jobs per Engineer

• No paper-work anymore

• Could be expanded to other areas e.g. Sales, Project-ManagementManagement

• Supports different devices (no additional investments in case FSE are using Notebooks

• Low TCO to get running



Supporting YOU

EpicWeb – Upgrade Centre


iScala 2.3 SR1 Education

On-line iScala 2.3 SR1 Feature Summary

– High-level overview of the major – High-level overview of the major new capabilities

– Used for all areas within companies as presentation, documentation, and education tool

– Available:

– EPICweb – Education –Scala

ScalaBruk – iScala Road Map + iScala 2.3 SR1 © 2008 Epicor Software

Corporation.

– Online 2.3 SR1Help

User Guide (formerly “Cookbook”)

– Being translated

iScala Self Paced Education

• Accessed via EpicWeb

– Over 60 courses covering all iScala modules

– Available to clients to purchase

– All courses under constant review



Supported System Software

• Server Operating Systems

– Microsoft Windows 2000 Server (SP4 or above)

– Microsoft Windows 2000 Advanced Server (SP4 or above)

Windows 2008 planned for Q2

– Microsoft Windows 2000 Advanced Server (SP4 or above)

– Microsoft Windows Server 2003 Standard Edition (SP1 or above)

– Microsoft Windows Server 2003 Enterprise Edition (SP1 or above)

– VMware GSX Server 3.2 for Windows (English version only)

– VMware Server 1.0.1 for Windows (English version only)

– VMware Workstation 5.5 (English version only)


• Client Operating Systems• Client Operating Systems

– Microsoft Windows 2000 Professional (SP4 or above)

– Microsoft Windows XP Professional (SP2 or above)

– Microsoft Windows Vista (GA or above)


– VMware Workstation 6.0 (English version only) See Release Guide & Release Notes

for details of other configurationsScalaBruk – iScala Road Map + iScala 2.3 SR1 © 2008 Epicor

Software Corporation.


• Remote Terminal Systems

– Microsoft Windows 2000 Server with Terminal Services

– Microsoft Windows 2000 Advanced Server with Terminal Services– Microsoft Windows 2000 Advanced Server with Terminal Services

– Microsoft Windows Server 2003 Standard Edition with Terminal Services

– Microsoft Windows Server 2003 Enterprise Edition with Terminal Services

– Citrix MetaFrame 1.8 for Windows 2000 Servers (English version only)

– Citrix Metaframe XP for Windows (XPs, XPa, XPe) (English version only)

– Citrix Presentation Server 4.5– Citrix Presentation Server 4.5

See Release Guide & Release Notes

for details of other configurationsScalaBruk – iScala Road Map + iScala 2.3 SR1 © 2008 Epicor Software Corporation.

Windows TS 2008 planned

for Q2

Citrix PS 5.0

planned for H2


• Database

– Microsoft SQL Server 2000 (SP4 or above)

– Microsoft SQL Server 2000 Desktop Engine (SP4 or above)– Microsoft SQL Server 2000 Desktop Engine (SP4 or above)

– Microsoft SQL Server 2000 Analysis Services (English version with the latest available service pack)

– Microsoft SQL Server 2005 (SP1 or above)

– Microsoft SQL Server 2005 Express Edition (SP1 or above)

– Microsoft SQL Server 2005 Analysis Services (English version with the latest available service pack)

See Release Guide & Release Notes

for details of other configurations

SQL 2008

planned for Q2


Third Party Compatibility with iScala 2.3 SR1

FRx Financial Reports � FRx 6.7

Microsoft Forecaster � Microsoft Forecaster

Crystal Reports � Crystal Report XI R2Crystal Reports � Crystal Report XI R2

Active Planner � Active Planner 7.3.6b

Mobile Service Management � Mobile Service Management 2.14

iScala Storefront � iScala Storefront 2.3.3

iScala Collect � iScala Collect 3.40

Epicor Portal � Epicor Portal 8.2.5

Epicor DB Audit � Epicor DB Audit 7.3.5Epicor DB Audit � Epicor DB Audit 7.3.5

Forecast Pro � Forecast Pro 5.0 Unlimited

iScala Query Designer � iSQD 7.0

iScala BI WebParts � All versions

Altec DocLink � Altec DocLink 2.4


Questions and Next Steps

Contact Us:

Presented by:

Contact Us:

[email protected]

[email protected]

Visit www.epicor.com for local contact information.

Visit EPICweb, our customer

portal at: EPICweb.epicor.comportal at: EPICweb.epicor.com

No EPICweb Access? http://support.epicor.com

what’s new in epicor iscala 2.3 sr1?productroadmaps.pdf · 2008-05-21 · information worker...

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