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Industry Extensions
Epicor Industry Extensions are applications that interoperate with
core Epicor software to fit a specific need found in an industry
segment. These applications are created and maintained by the
Custom Solutions Group (CSG).

Add on software for your Epicor ERP system


Value-added functionality based on specific
industry requirements
Sold, packaged, and supported in parallel with the
base Epicor ERP system
Saves custom development time and costs
Software updates available with maintenance

2012 Epicor Software


Corporation

How are Industry Extensions


Deployed and Supported?
Deployed: Via EPICweb in
the same way as our other
products
Documented: Fully
documented installation
instructions and user guides
Supported: Via the
helpdesk by our
CSG team
Updates: Via EPICweb when
new product becomes
available
2012 Epicor Software
Corporation

Electronic Payment
Templates

Industry Extension: Electronic Payment Templates

Electronic Payment Templates allow you to process


payments with key financial institutions within Epicor ERP
and produce an electronic payment file.
Helps improve payment efficiencies
Eliminates the need to manipulate out-of-the-box
templates
Available for the following banks:
HSBC for Standard 18
HSBC for Hex4w (UK)
Santander - MultiBACS
iBusiness Banking
2012 Epicor Software
Corporation

Electronic Payment Templates Accounts Payable


and Receivable
What are ACH electronic file
formats?
Automated Clearing House
(ACH) is an electronic network
for financial transactions in the
United States

What does the extension


software do?
These extensions provide the
functionality needed to create
files formatted to match your
banks ACH file specifications for
A/P Supplier Payments and Cash
Receipts

2012 Epicor Software


Corporation

Electronic Payment Templates Accounts Payable


and Receivable

Key features:
All ACH file data elements
are user maintainable
File generation happens
at the same time as
printing A/P checks or
processing cash receipts

Key benefits:
The batch-based
processing provided by
the ACH allows for
cheaper, faster, and more
secure transaction
processing

2012 Epicor Software


Corporation

Electronic Payment Templates Accounts Payable


and Receivable

Target industries:
Any company who wish to
process electronic payments
via the ACH network

Implementation
considerations:
None

Available for:
Epicor ERP v9.05.x, and
v10.0.700

2012 Epicor Software


Corporation

Electronic Payment Templates - Positive


Pay
What is Positive Pay?
Positive Pay is a service that matches the
account number check number, dollar
amount, issue date and sometimes the
payee name of each check presented for
payment against a list of checks previously
authorized and issued by the company

What does the extension software do?


Provides the functionality needed to create
a formatted file of A/P checks with support
for the following banks:
Bank of America

Bank of Boston
Chase
Fleet
Union Bank of California
Wells Fargo

2012 Epicor Software


Corporation

Electronic Payment Templates - Positive


Pay
Key features:
File generation by specific
bank account, check
number or check date
range

Key benefits:
Helps ensure that altered
checks or checks issued
fraudulently are not paid
out

2012 Epicor Software


Corporation

Electronic Payment Templates Positive Pay


Target industries:
Any

Implementation
considerations:
None

Available for:
Epicor ERP 9.05 , and
v10.0.700

2012 Epicor Software


Corporation

Electronic Payment Templates


Employee Payroll Direct Deposit
What does the extension
software do?
This extension provides the
functionality needed to
create a file of employee
payroll direct deposit
transactions which is
formatted to match your
bank NACHA file format
specifications

2012 Epicor Software


Corporation

Electronic Payment Templates Employee Payroll


Direct Deposit
Key features:
NACHA file can be generated
anytime before or after posting
payroll check entry group
Supports all direct deposit
checking and saving transaction
types including pre-note

Key benefits:
The employer transfers
employees wages directly into
their bank accounts every payday
Saves the employees time and
money spent physically cashing
the payroll check at a bank
Eliminates companies having to
purchase, sign and mail paper
checks

2012 Epicor Software


Corporation

Electronic Payment Templates Employee Payroll


Direct Deposit

Target industries:
Any

Implementation
considerations:
Requires Payroll Module

Available for:
Epicor ERP 9.05, and
v10.0.700

2012 Epicor Software


Corporation

Third Party Payroll Interface

Industry Extension: Third Party


Payroll Interface
What is the Third Party
Payroll Interface?
It provides the ability to
setup employee pay groups,
calculate payable hours, edit
payable hours and create a
file for submission to a
payroll processing partner

What does the extension


software do?
Provides the functionality
needed to create a formatted
file of employee payroll
hours for submission to a
majority of the payroll
processing providers

2012 Epicor Software


Corporation

Industry Extension: Third Party


Payroll Interface
Key features:
User configurable pay types,
pay classes, pay frequencies
Automatic holiday hour
generation
Overtime and double time
calculation based on hour
thresholds and day of the week
designations

Key benefits:
Reduces the staff hours needed
to process payroll, improving
productivity and ensuring that
employees are paid on time.
2012 Epicor Software
Corporation

Industry Extensions: Third Party


Payroll Interface
Target industries:
Any

2012 Epicor Software


Corporation

Advanced Supply Chain

Advanced Supply Chain Lot Driven


Forms
What are Lot Driven Forms?
Often companies using lot tracking
find it easier to handle stock
movement using the lot number
reference instead of the part number

What does the extension software do?


Enables a Lot OR Part number to be
entered to retrieve the part
information in the following areas of
the Epicor ERP system:
Move inventory
Issue material
Material queue / material
movement
Customer shipments
Transfer order shipments

2012 Epicor Software


Corporation

Advanced Supply Chain Lot Driven


Forms
Key features:
Once a Lot number has been
entered, the part number and
current bin location details are
automatically populated in the
appropriate fields

Key benefits:
Improved speed when
processing inventory
transactions in a lot based
environment
Without the extension you
need to know the part number
to transaction the stock. With
the extension, the lot number
is used to recover the part and
location details automatically.

2012 Epicor Software


Corporation

Advanced Supply Chain Lot Driven


Forms
Target industries:
Any company where stock
movements are more
driven by lot number than
part number

Implementation
considerations:
Can only be used with
unique lot number
references so that parts
can be indentified from
the Lot number

Available for:
Epicor ERP 9.05

2012 Epicor Software


Corporation

Advanced Supply Chain Pick to Light


What is the Pick to Light
extension?
The extension provides a new shop
floor Pick to Light (PTL) screen to
enable the quick creation of pallets for
shipping

What does the extension software


do?
The new PTL screen automatically
directs the picker to the location of the
next item that needs to be picked in
their allocated zone

2012 Epicor Software


Corporation

Advanced Supply Chain Pick to


Light
Key features:
Location information is
automatically defaulted
based on the user
Packs are automatically
created

Key benefits:
Picking is processed more
efficiently
Reduction of human error

2012 Epicor Software


Corporation

Advanced Supply Chain Pick to


Light
Target industries:
Any

Implementation
considerations:
Requires Data Collection
user licenses

Available for:
Epicor ERP 9.05

2012 Epicor Software


Corporation

Advanced Supply Chain - Job Packing


Material
What is the Job Packing
material extension?
If you have an environment
where your jobs contain multiple
end products each of which
require different types of
packing material, then this
extension is for you

What does the extension


software do?
It allows the packing material to
be applied automatically to the
job at the point of closing based
on the finished products rather
than the main parts on the job

2012 Epicor Software


Corporation

Advanced Supply Chain - Job Packing


Material
Key features:
The packing material is defined
against the finished products not the
main part on the job
The calculation to add the materials
to the jobs is performed automatically
at the point of job closing and any
material will be issued from the
predefined warehouse location

Key benefits:
Without the extension the packing
material to be used on the job would
need to be manually added to the job
and require the user to know what
material is required based on the
finished goods produced

2012 Epicor Software


Corporation

Advanced Supply Chain - Job Packing


Material
Target industries:
Print & Packaging
Any industry where you have
jobs with multiple finished
products with different
packaging

Implementation
considerations:
Packing materials cannot be
Lot or Serial Tracked and they
will be always issued from a
specified location

2012 Epicor Software


Corporation

Advanced Supply Chain Auto


Putaway Bin
What is the Auto Putaway
Bin extension?
If you have a stock environment
using warehouse zones and a
sized bin racking setup, then
this functionality might be for
you

What does the extension


software do?
It allows for the next available
bin of the correct size to be
automatically suggested to the
user when performing inventory
transfers between locations

2012 Epicor Software


Corporation

Advanced Supply Chain Auto


Putaway Bin
Key features:

It allows for a bin size and up to 10


possible zones to be defined as valid
put away areas for each part
When performing inventory transfers
the next open bin from the defined
areas are automatically populated as
the locations to transfer the stock to
Allow the defining of a Floor bin
locations as a default overflow
locations if no available bin locations
are found

Key benefits:
The system directs the user
automatically to the next available
bin location. Without the extension,
the user would need to physically
search the warehouse to find the
available bin location

2012 Epicor Software


Corporation

Advanced Supply Chain Auto


Putaway Bin
Target industries:
Any industry using this particular
type of warehouse setup

Implementation considerations:
Bin locations are considered full if
they contain any stock and it is
assumed that the bin locations are
large enough to hold the
transferred stock
It is assumed that larger transfers
of stock will be performed over
multiple inventory transfers

Available for:
Epicor ERP 9.05, and v10.0.700

2012 Epicor Software


Corporation

Magnetic Ink Character Recognition (MICR)

Industry Extension: MICR Checks


What is MICR?
Magnetic Ink Character Recognition
(MICR) is the printed line at the
bottom of a check that includes the
key information for the writers
financial institution including check
number, bank routing number and
account

What does the extension software


do?
This extension gives the ability to
have required setups referenced with
core Epicor products to print MICR
lines on check stock and also include
company logo and electronic
signatures

2012 Epicor Software


Corporation

Industry Extension: MICR Checks


Key features:
MICR setup form that associates
unique signature and company
logo
Ability to select MICR at
Payment Entry

Key benefits:
Cost saving on stationery
product costs; Preprinted MICR
check stock over blank check
paper
Elimination of fraudulent
activities; preprinted MICR line
checks can be hand-written or
sent through any laser printer
2012 Epicor Software
Corporation

Industry Extension: MICR Checks


Target industries:
Any company whose finance
departments require check printing
of high volume, will see a quick
recoupment of upfront investments

Implementation considerations:
You must have American National
Standards Institute (ANSI) and
American Bankers Association
(ABA) or Canadian CPA 006
Banking standards compatible
printing hardware and fonts

Available for:
Epicor ERP 9.05, and v10.0.700

2012 Epicor Software


Corporation

Lockbox

Industry Extension: Lockbox


What is Lockbox?
Lockbox banking is a service
offered to organizations by
commercial banks that simplifies
collection and processing of
account receivables by having
those organizations' customers'
payments mailed directly to a
location accessible by the bank

What does the extension


software do?
The Lockbox extension automates
the cash receipt process from
bank files to Epicor ERP,
eliminating the need for manual
entry and verification

2012 Epicor Software


Corporation

Industry Extension: Lockbox


Key Features:
Allows setup of layouts used
to import bank file data
Automatically validates cash
receipts in bank files prior to
moving them into AR
Lockbox files
Automatic Posting of created
Cash Receipt groups

Key Benefits:
Automatic mass posting of
payments
Handles large amounts of
transactions

2012 Epicor Software


Corporation

Industry Extension: Lockbox


Target industries:
Any company with large
volume cash receipt
transactions

Implementation
considerations:
Will require discussion with
bank that provides
Lockbox file to determine
the format/layout
Some scenarios are not
handled within the module

Available for:
Epicor ERP 9.05.702A, and
v10.0.700

2012 Epicor Software


Corporation

Epicor ERP Integration to Salesforce.com

Industry Extension: Epicor ERP


Integration to Salesforce.com
What does the extension
software do?
This extension is a seamless
integration between the CRM
module in Epicor ERP and
Salesforce.com Enterprise
version.

2012 Epicor Software


Corporation

Industry Extension: Epicor ERP


Integration to Salesforce.com
Key Features:
Create and manage customer
records, contacts and Epicor parts
bi-directionally in either the CRM
module in Epicor ERP or in
Salesfoce.com
Flag won opportunities in
Salesforce.com and a quote in
Epicor ERP will automatically be
created
A true integration as it does not rely
on middleware or any other tool

Key Benefits:
Seamless integration
Eliminate duplicate manual entries
in both tools
Accurate and consistent data in
both tools

2012 Epicor Software


Corporation

Industry Extension: Epicor ERP


Integration to Salesforce.com
Target industries:
Any company that uses Epicor
ERP CRM module and
Salesforce.com for contact
and opportunity management

Implementation
considerations:
The extension is easily
installed and there is no
customization required on the
Salesforce.com software as
the Industry Extension will be
updated as versions change in
either tool.

Available for:
Epicor ERP 9.05, and
v10.0.700

2012 Epicor Software


Corporation