Release Notes Epicor ERP 10.0.700.3

Release Notes
Epicor ERP 10.0.700.3
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Revision: September 25, 2014 5:47 a.m.

Total pages: 19
sys.ditaval
Release Notes
Contents
Contents
Change List - SCRs...................................................................................................................5
Financial Management.....................................................................................................................................5
Accounts Receivable.................................................................................................................................5
Cash Management...................................................................................................................................5
General Ledger.........................................................................................................................................5
Payroll......................................................................................................................................................5
Production Management.................................................................................................................................6
Engineering..............................................................................................................................................6
Job Management......................................................................................................................................6
Scheduling................................................................................................................................................6
Time Management...................................................................................................................................6
Sales Management..........................................................................................................................................6
Order Management..................................................................................................................................6
Product Configuration..............................................................................................................................7
Quote Management.................................................................................................................................7
Supply Chain Management..............................................................................................................................7
Purchase Scheduling.................................................................................................................................7
Purchasing Management..........................................................................................................................7
Shipping / Receiving..................................................................................................................................8
Tools and Technologies....................................................................................................................................8
Admin Console.........................................................................................................................................8
Commerce Connect..................................................................................................................................8
Conversions..............................................................................................................................................8
General Framework..................................................................................................................................9
Information Worker..................................................................................................................................9
Menus......................................................................................................................................................9
Social Enterprise.......................................................................................................................................9
Tax Connect.............................................................................................................................................9
Review Previous Update Change List - Epicor ERP 10.0.700.1...........................................10

Change List - SCRs.........................................................................................................................................10
Financial Management............................................................................................................................10
Accounts Payable............................................................................................................................10
Cash Management..........................................................................................................................10
CSF Australia...................................................................................................................................10
CSF Peru..........................................................................................................................................10
Currency Management....................................................................................................................11
Job Management............................................................................................................................11
Payroll.............................................................................................................................................11
Production Management........................................................................................................................11
Engineering.....................................................................................................................................11
Time Management..........................................................................................................................11
Contents
Release Notes
Sales Management.................................................................................................................................12
Product Configuration.....................................................................................................................12
Supply Chain Management.....................................................................................................................12
Shipping / Receiving........................................................................................................................12
Tools and Technologies...........................................................................................................................13
Admin Console................................................................................................................................13
Conversions.....................................................................................................................................13
Information Worker.........................................................................................................................13
Reports Framework.........................................................................................................................13
Web Access.....................................................................................................................................13
Review Previous Update Change List - Epicor ERP 10.0.700.2...........................................14

Change List - SCRs.........................................................................................................................................14
Accounts Receivable........................................................................................................................14
Cash Management..........................................................................................................................14
CSF Switzerland...............................................................................................................................14
Fixed Assets.....................................................................................................................................14
Payroll.............................................................................................................................................15
Engineering.....................................................................................................................................15
Enhanced Quality Assurance............................................................................................................15
Material Requirements Planning......................................................................................................15
Sales Management.................................................................................................................................15
Product Configuration.....................................................................................................................15
Quote Management........................................................................................................................16
Supply Chain Management.....................................................................................................................16
Shipping / Receiving........................................................................................................................16
Tools and Technologies...........................................................................................................................16
BAQ Designer..................................................................................................................................16
Enterprise Search.............................................................................................................................16
General Framework.........................................................................................................................16
Information Worker.........................................................................................................................17
Web Access.....................................................................................................................................17
Change List - Courses....................................................................................................................................17
Accounts Payable............................................................................................................................17
Financial Foundations......................................................................................................................18
Advanced Material Management.....................................................................................................18
Service Management..............................................................................................................................18
Time and Expense Management......................................................................................................18
Tools......................................................................................................................................................18
Database Concepts..........................................................................................................................18
Embedded Customization................................................................................................................18
Release Notes
Change List - SCRs
Change List - SCRs

Use the following information to review the changes and resolved issues that occurred since the last Epicor
application release. The records are sorted by Functional Area, Module, and SCR number.
Financial Management
The Change List information for the functional area is listed below. Each record is tracked by its Software Change
Request (SCR) number and includes a type and summary description.
Accounts Receivable
SCR
Type
Description
143934
Application
Adjustment AR - Unable to adjust foreign currency credit memo after partial

application
145634
Application
Adjustment AR - In a Company without Multi Currency license unable to save

adjustment, an error appears
146931
Application
Aged Receivables - Invoice Line Details are displayed twice when adding a GL
control at the customer level
Cash Management
SCR
Type
Description
144998
Application
Currency Revaluation Process - Reporting Currencies Gain/Loss in Bank Balances

applied incorrectly
147462
Application
Bank Adjustment Entry - Incorrectly calculated reporting currency amounts and

update bank balances (data repair routine)
General Ledger
SCR
Type
Description
145603
Application
Legal Number - Unable to define default sequence
SCR
Type
Description
144995
Application
Payroll Check Entry - Error appears when voiding Payroll check for hourly
employee
Payroll
Change List - SCRs
Release Notes
Production Management
Engineering
SCR
Type
Description
143797
Application
Costing Workbench - Import Rates process should not requires the CSF Germany
license
Job Management
SCR
Type
Description
147348
Application
Job Status Maintenance - Firm Jobs Process causes an error
SCR
Type
Description
145073
Application
Resource Scheduling Board - Create Batch option causes an error and the
process never ends
Scheduling
Time Management
SCR
Type
Description
145177
Application
Time Sheet Entry - Co-Parts section causes an error when values are input for
Batch Jobs
146904
Application
Time Sheet Entry - Autoreceiving does not move cost to stock
Sales Management
Order Management
SCR
Type
Description
142905
Application
Order Entry - Allow lines for configured sales kits to be flagged for make direct
146969
Application
Order Entry - Unable to retrieve records in Sales Order Search when the Territory
Security on SO is checked
Release Notes
Change List - SCRs
SCR
Type
Description
148210
Application
Order Entry - Allow lines for configured sales kit components be flagged for
make direct and remove make direct from the parent sales kit line
Product Configuration
SCR
Type
Description
105892
Application
Product Configurator - Run BAQ does not work with an extended UD table
144011
Application
Configurator EQM - Displayed attributes are not used in the current specification
146420
Application
Configurator User Definable Functions - Unable to save UD method with a user

ID with a space or dash, or if it is a number
146871
Application
ConfiguratorSalesKits - Unable to set any fields on OrderDtl with a rule action

for sales kit components
148271
Application
Configurator Entry - Specified link selection error on New Document Rule action:
"Method not found"
Quote Management
SCR
Type
Description
145377
Application
Time Phased Inquiry - Arrived items are not displayed in time phase
146364
Application
Opportunity / Quote Entry - Unable to search when there are multiple sales
territories
Supply Chain Management

Purchase Scheduling
SCR
Type
Description
145254
Application
Generate Purchase Schedules - Process does not complete when Part Schedule
has no related POSuggDtls
145446
Application
Part Schedule - Grid shows contracts not related to selected part
Purchasing Management
SCR
Type
Description
129129
Application
Purchase Order Entry - Unable to create a second Contract PO for same

part/supplier with a different date
Change List - SCRs
Release Notes
Shipping / Receiving
SCR
Type
Description
142871
Application
Customer Shipment Entry - Conversion 1350

Erp.Internal.Conversion.CartonTrkDtlPatchFldsToDB errors out
143119
Application
Drop Shipment Entry - Credit card processing does not work for Drop Ship
Entry
Tools and Technologies

Admin Console
SCR
Type
Description
146219
Tools
Administration Console - Add Company is not setting currency
147855
Tools
Administration Console - Unable to Create New Company if UD fields have

been added to Company table
Commerce Connect
SCR
Type
Description
142663
Application
Epicor Commerce Connect Customer - ECC credit cards should be able to

process without the Epicor 10 credit card management license
142967
Application
Epicor Commerce Connect Customer - Drop Shipment Entry needs to allow

for ECC third party credit card processing
143292
Application
Epicor Commerce Connect Customer - Catalog discounts causing rounding

errors
147490
Application
Epicor Commerce Connect Customer - Third party credit cards already Collected
are not processed
SCR
Type
Description
147766
Tools
Database Migration - "UserChar4" column name in view or function

"DemandHead" is specified more than once
Conversions
Release Notes
Change List - SCRs
General Framework
SCR
Type
Description
144190
Tools
UD Table Entry - Upgraded 10.x system does not have PK definitions for UD
tables
146753
Tools
Session Management - Reclaim session after license expiry does not work
properly; preventing users with the Allow Multiple Sessions setting disabled
from logging in again if their session has timed out
147812
Tools
Company - Unable to add a second company for appserver with a new DB,
Epicor 10.0.700.3 Installation
Information Worker
SCR
Type
Description
143607
Application
Information Worker Content - RMA receipts and dispositions importing into

outlook when not related to customer imported
SCR
Type
Description
147502
Tools
Menu Maintenance - Group/Users frame displays all security groups and not
only groups from Current company or tenancy
Menus
Social Enterprise
SCR
Type
Description
144188
Tools
Data Notifications - Error generating notifications with changes only to UD

fields
SCR
Type
Description
146835
Application
Tax Connect - Only the last shipment invoice in group is calculating tax
automatically
Tax Connect
Review Previous Update Change List - Epicor ERP 10.0.700.1
Release Notes

Use this section to review the previous change lists for Epicor ERP 10.0.700.1. Each Epicor application update is
cumulative. For example, the Epicor ERP 10.0.700.2 update includes the SCRs and Enhancements included in
10.0.700.1 and 10.0.700.2 updates.
Change List - SCRs

Accounts Payable
SCR
Type
Description
142888
Application
Aged Payables - Prepayments and Debit Memos not displayed on the report
Cash Management
SCR
Type
Description
142759
Application
Currency Revaluation Process - (Part 2) Report displays wrong variance amounts

for reporting currencies
CSF Australia
SCR
Type
Description
143063
Application
CSF Australia - ABA format, Direct debit bank file is created with zero amount,
if "Summarize Per Customer" is on
SCR
Type
Description
143064
Application
CSF Peru - Issues with AR BOE cancelled & protested
143387
Application
CSF Peru - Withholding Tax Certificate report not functioning
CSF Peru
10
Release Notes
Currency Management
SCR
Type
Description
143712
Application
Currency Revaluation - Post Process ends in error when a Petty Cash with
Foreign currency is used to be revaluated
Job Management
SCR
Type
Description
141609
Application
Inventory / WIP Reconciliation Report - Invoice Transaction not created when

using Credit Card Order
SCR
Type
Description
141687
Application
Payroll Check Entry - Check links to Labor Transactions are not converted from
Epicor 9
Payroll
Engineering
SCR
Type
Description
141564
Application
Engineering Workbench - Alternate method revision cursor lost its position

after deleting an operation and trying to add new ones
Time Management
SCR
Type
Description
142591
Application
Time Sheet Entry - When a recall is made the Labor Qty field is grayed out and
the Labor Qty cannot be modified
143752
Application
Time Sheet Entry - Submit on Save checkbox inhibits save process when the
submit button was selected first
11
Release Notes
Sales Management
SCR
Type
Description
141235
Application
Configurator Rules - Triggers to delete PcRules and PcRulesExpr are not using
the correct criteria
141826
Application
Configurator Document Rules - Document rule condition is not fulfilled on

Demand Entry Detail
141970
Application
Configurator Document Rules - With record creation the pricing rules are not
applied
142367
Application
Configurator Document Rules - Updating QuoteHed target entity does not

function when using Doc Rule of "The target entity is [equal to] [QuoteDtl]
value"
142436
Application
Configurator Rules - User can save method rules without defining rule
conditions/actions
142469
Application
EQM - Users are never prompted if they would like to reconfigure an inspection
processing configuration
142664
Application
Configurator Rules - Session parameter conditions listed unnecessary options

to compare
142669
Application
Configurator Global Variables - Unable to run the configurator when having

global variables assigned to an input
143405
Application
Configurator Rules - Part replacement for phantom BOMs not collapsing the
phantoms

12
SCR
Type
Description
143056
Application
Customer Shipment Entry - Mass Ship and Ship All defaulting incorrect quantity
for job ship qty when a partial shipment exists
Release Notes

Admin Console
SCR
Type
Description
142957
Tools
Company creation - The transaction under which this method call was executing
was asynchronously aborted
142972
Tools
Setup Environment - Create desktop icon with fully qualified configuration file
name
Conversions
SCR
Type
Description
142320
Tools
Database Migration - When migrating database Epicor 9.05.702 Progress

Unicode DB to E10.0.600.3, a lot of records having Chinese Character as the
Primary Key are skipped
Information Worker
SCR
Type
Description
143592
Application
Information Worker Content - Business logic objects in the content pack not
setting default values for the SysRowID
Reports Framework
SCR
Type
Description
142884
Tools
Reporting Framework - BAQD using Crystal is not executed from the Menu
Item
Web Access
SCR
Type
Description
143347
Tools
Web Forms - Single Sign On does not work in EWA
143554
Tools
Web Forms - Issue with UD_SysRevID column when saving
143809
Tools
Web Forms - Hide the Remember Me checkbox
13
Release Notes

Use this section to review the previous change lists for Epicor ERP 10.0.700.2. Each Epicor application update is
cumulative. For example, the Epicor ERP 10.0.700.3 update includes the SCRs and Enhancements included in
10.0.700.1, 10.0.700.2, and 10.0.700.3 updates.
Change List - SCRs

Accounts Receivable
SCR
Type
Description
143047
Application
Customer Statements - Applied credit is added to Total in Aging instead of

being subtracted
143048
Application
Adjustment AR - Gain/Loss Transaction is generated when Adjustment amount

matches the Invoice Balance
143629
Application
Invoice Entry AR - Miscellaneous Invoice is not balanced using sales order with
taxes
Cash Management
SCR
Type
Description
144269
Application
Bank Adjustment Entry - Incorrectly calculates reporting currency amounts and

update bank balances
CSF Switzerland
SCR
Type
Description
143398
Application
CSF Switzerland - Layout of Select Invoices Form for AP Payments is corrupt
Fixed Assets
14
SCR
Type
Description
144818
Application
Asset Edit List - Printing the edit list duplicates FATran records for depreciation
adjustments
Release Notes
Payroll
SCR
Type
Description
143435
Application
Payroll Check Entry - Generate Checks action requires validations and apply
right pay rates according to effective dates
Engineering
SCR
Type
Description
142463
Application
Mfg Lead Time Calculation Task - Stops with error 'The added or subtracted
value results in an un-representable DateTime'
Enhanced Quality Assurance

SCR
Type
Description
144656
Application
Inspection Plan - Cannot configure without a Configurator license
Material Requirements Planning

SCR
Type
Description
143905
Application
Process MRP - MRP ends with an unexpected error
144471
Application
Process MRP - Process does not complete using customer database
145290
Application
Process MRP - Unfirm jobs are not deleted in Regen mode causing duplicate
jobs
Sales Management
SCR
Type
Description
131645
Application
Product Configurator - Error Unhandled Microsoft .NET Framework exception

occurred in w3wp.exe [2476].
145247
Application
Resource Group Maintenance - Cannot insert duplicate key row in object

'Erp.ShopCap' with unique index 'IX_ShopCap'
15
Release Notes
Quote Management
SCR
Type
Description
144561
Application
Opportunity / Quote Entry - Unable to save a Line for a Part and a Customer
that h\ave a Product Group and Price List assigned

SCR
Type
Description
143475
Application
Customer Shipment Entry - Cannot ship sales order after credit hold was
removed from sales order

BAQ Designer
SCR
Type
Description
144721
Tools
Updatable BAQ Directives - When adding a row from Infoworker, do not receive
the updated record
Enterprise Search
SCR
Type
Description
143111
Tools
Enterprise Search - Launching Epicor 10 using the Single Sign-On (Windows

Credentials) has error: 'Password has Expired' message when using Enterprise
Search
General Framework
16
SCR
Type
Description
145520
Application
Seed Data Conversion for 10.0.700.2 does not start nor does it get marked as
complete
Release Notes
Information Worker
SCR
Type
Description
128289
Content
IW Content Pack - CRM Calls dialog does not show exclamation mark on error
in description
143569
Application
New Contact related to ship-to giving Unable to cast object of type

'System.Guid' to type 'System.String'
143607
Application
RMA receipts and dispositions imported into Outlook when they are not related
to customer imported
143951
Tools
IW Framework - Infoworker/ Contact sync/ DataTable ExecuteInfo needs update
144709
Application
Update the SysConfig.XML file to use "Erp10.sysconfig" as ConfigFileName in

the EpicorUILauncher settings
144930
Application
Outlook - Using Explorer for new records of Updatable Entities retrieves error
'Unable to cast object'
145074
Application
Outlook - Given key is not present in dictionary; error Explore > New for
Customer Part
Web Access
SCR
Type
Description
143347
Tools
Web Framework - Single Sign on does not work in EWA
143714
Tools
Web Framework - UD fields get cleared after creating a new SCR in EWA
Change List - Courses

Use the following information to review the course enhancements that occurred since the last Epicor application
release. The records are sorted by Functional Area, Module, and SCR number.
Accounts Payable
SCR
Type
Description
none
Addition
New instructions for retrieving invoices after running Generate Recurring Invoices
process
17
Release Notes
Financial Foundations
SCR
Type
Description
none
Update
Changed steps to Workshop - Generate GL Accounts to reflect a new process

screen that now displays
Advanced Material Management

SCR
Type
Description
none
Update
Rewrote the Workshop - Create Part Records to split them into separate Auto,
Manual and Managed workshops
Service Management
Time and Expense Management

SCR
Type
Description
none
Addition
Workshop added in order to approve the resubmitted expense to allow the

completion of the following workshop: Workshop - Unit Based expense modified
to have user add for the current year instead of verify
Tools
Database Concepts
SCR
Type
Description
none
Update
Updated the Join Type information to describe the four join types
Embedded Customization
18
SCR
Type
Description
none
Addition
A new task about regenerating the data model is included; the task is in the
User Defined Tables workshop
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.

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Release Notes

Epicor ERP 10.0.700.3

Revision: September 25, 2014 5:47 a.m.

Review Previous Update Change List - Epicor ERP 10.0.700.1...........................................10

Epicor ERP 10.0.700.3

Review Previous Update Change List - Epicor ERP 10.0.700.2...........................................14

Epicor ERP 10.0.700.3

Change List - SCRs

Change List - SCRs

Adjustment AR - Unable to adjust foreign currency credit memo after partial

Adjustment AR - In a Company without Multi Currency license unable to save

Currency Revaluation Process - Reporting Currencies Gain/Loss in Bank Balances

Bank Adjustment Entry - Incorrectly calculated reporting currency amounts and

Legal Number - Unable to define default sequence

Epicor ERP 10.0.700.3

Change List - SCRs

Job Status Maintenance - Firm Jobs Process causes an error

Time Sheet Entry - Autoreceiving does not move cost to stock

Epicor ERP 10.0.700.3

Change List - SCRs

Configurator User Definable Functions - Unable to save UD method with a user

ConfiguratorSalesKits - Unable to set any fields on OrderDtl with a rule action

Supply Chain Management

Part Schedule - Grid shows contracts not related to selected part

Purchase Order Entry - Unable to create a second Contract PO for same

Epicor ERP 10.0.700.3

Change List - SCRs

Customer Shipment Entry - Conversion 1350

Tools and Technologies

Administration Console - Add Company is not setting currency

Administration Console - Unable to Create New Company if UD fields have

Epicor Commerce Connect Customer - ECC credit cards should be able to

Epicor Commerce Connect Customer - Drop Shipment Entry needs to allow

Epicor Commerce Connect Customer - Catalog discounts causing rounding

Database Migration - "UserChar4" column name in view or function

Epicor ERP 10.0.700.3

Change List - SCRs

Information Worker Content - RMA receipts and dispositions importing into

Data Notifications - Error generating notifications with changes only to UD

Epicor ERP 10.0.700.3

Review Previous Update Change List - Epicor ERP 10.0.700.1

Review Previous Update Change List - Epicor ERP 10.0.700.1

Change List - SCRs

Currency Revaluation Process - (Part 2) Report displays wrong variance amounts

CSF Peru - Issues with AR BOE cancelled & protested

CSF Peru - Withholding Tax Certificate report not functioning

Epicor ERP 10.0.700.3

Review Previous Update Change List - Epicor ERP 10.0.700.1

Inventory / WIP Reconciliation Report - Invoice Transaction not created when

Engineering Workbench - Alternate method revision cursor lost its position

Epicor ERP 10.0.700.3

Review Previous Update Change List - Epicor ERP 10.0.700.1

Configurator Document Rules - Document rule condition is not fulfilled on

Configurator Document Rules - Updating QuoteHed target entity does not

Configurator Rules - Session parameter conditions listed unnecessary options

Configurator Global Variables - Unable to run the configurator when having

Supply Chain Management

Epicor ERP 10.0.700.3

Review Previous Update Change List - Epicor ERP 10.0.700.1

Tools and Technologies

Database Migration - When migrating database Epicor 9.05.702 Progress

Web Forms - Single Sign On does not work in EWA

Web Forms - Issue with UD_SysRevID column when saving