iScala 3.1 Overvie...Epicor iScala 3.0 is the first iScala release to leverage the Epicor ICE...
Transcript of 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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation2NewiScala3.1
iScala 3.1 Development Themes
Localization & Globalisation
Performance & Platform
Improvements
Usability -User
Experience & Mobility
Customer Requests
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation3NewiScala3.1
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)
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation4NewiScala3.1
© 2017 Epicor Software Corporation
New iScala User InterfaceiScala 3.1
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iScala: UX Evolution
•ContemporaryUI• ImprovedEaseofuse•Easieraccesstokeyfunctionality
•Easilycustomizable•Multiplecolourschemes
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iScala: A Contemporary User Experience
•NewiScalaHomeScreen •Subordinateprogramtabs–withrunningprograms
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Home Screen - Overview
•Menutree(1)withtheabilitytosearch(2)*
• Recentlyranprogramspane(3)•User’sfavoritetiles(4)organizedingroups
• Statuspane(5)showinginformationlikecurrentcompany,financialyear,etc.
*Searchisnotavailableincurrentbuild
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Home Screen - Tiles
•Drag&Dropcreation•Abilitytocustomizetiles
•StandardandCustomTiles
•StandardTilesaredisabledwhennotavailableinmenu
•AbilitytocreateCustomTilescontrolledbypermission
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Home Screen – Search (in development)
•AvailableonHomescreen•Highlightsfoundwords•Menuitempathcompression
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Home Screen – Interactive Items
StatusPane• Clickablepanes• Logon/Logoff• ChangeCompany/Year,RunnewSession,ChangeDevelopermodeOneHomeScreenperCompany/Year
• Changesystemdate
MenuPane•SwitchbetweenMenus
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Entry Forms
•BrowserStyleUX•Easilyswitchbetweenprograms
•Choice- selecttheLightorDarkcolorscheme,andapredefinedaccentcolor– BlueorGreen
•Accentcolorisusedtohighlightactiveorcurrentiteminthecontrol
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Contextual actions
•GearMenu•TaboverflowMenu•FormCommandsmenu•Programinvocationcommandsinfields
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Change of layout
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Solution Details – Example 1 GeneralLedger→Transactions→EnterTransactions,usingthePLorSLcommandandselectinvoices
Oldlayoutwithmulti-selectandwithoutsorting.
Newlayoutwithmulti-selectandsorting.Clickonceinthecolumnheaderandthelistissortedinascendingorder,clickagainandthelistissortedindescendingorder.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation15NewiScala3.1
Solution Details – Example 2 GeneralLedger→ChartofAccounts/Enquiries→EnquireGeneralLedger→EnquireTransactionLines- SortedbyAccount
Oldlayoutwithsingleselect,withoutsorting
Newlayoutwithsingleselectandsorting
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation16NewiScala3.1
Solution Details – Example 3 SalesOrder→Quotations→ConvertQuotationstoOrders,selectionoflinestobeconverted
Oldlayoutwithmulti-select,withoutsorting
Newlayoutwithmulti-select,withoutsorting
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation17NewiScala3.1
Solution Details – Example 4StockControl→ StockItems/Enquiries→ EnquireStockFile,TotalsperWarehouse
Oldlayoutwithoutselectandsorting
Newlayoutwithoutselect,withsorting
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation18NewiScala3.1
New Commands
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Solution Details (1/6)AdminConsole→Languages→Strings→GEN→ENG→SY→QUERYSETS
� Newcommandsareaddedtoquery-setswhichsupportsthefunction.
� Anexamplefromacustomerquery-set.• >+=Enter/Adjust{Customer.EnterAdjust}• >?=Enquire{Customer.Enquire}
� Bothoroneofthemcanexist.
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Solution Details (2/6)
� Fromthecallingfunctionitlookslike:
� The>+and>?Commandscanbeselectedfromthelistormanuallyentered.
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Solution Details – (3/6)
� Fromacustomerfieldwithacustomercodeentered:
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Solution Details – (4/6)
� TheEnquireCust.&LedgerFilesfunctionisstartedandinformationaboutthecustomercodeisloaded.
Incaseonlythecommandisused,thecalledfunctionstartswithoutloadinganyinformation.
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Solution Details – (5/6)
� Fromapostcodefieldwiththecodeentered:
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Solution Details – (6/6)
� TheEnter/AdjustCode filefunctionisstartedandinformationaboutthepostcodeisloaded.
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© 2017 Epicor Software Corporation
Platform Improvements
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation26NewiScala3.1
FutureWavesofEpicoriScalaWillBe:
MobileFaster CollaborativeEasier
NewUXstackfordevicesandbrowsers
EmphasisonPerformanceandScalability
Newoperationsandmigrationsarchitecture
Embeddedsocial
collaboration
iScala3.1
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation27NewiScala3.1
PlatformImprovementsIntegrationtoCrystalReports2013
ReplaceCrystalXIPrintEngineContinuedsupportforthelatestMicrosoftPlatforms:
SQLServer2012Server2012Windows10
MoredetailsoniScalaapplicationserver:E:\iScalaInstallationMedia\iScala3.1\iScala3.1readme\PRD-S31-099iScala3.1ReleaseNotes.htm
ServiceConnect:NewrealexpressionconverterNewemaildesigner/buildertoolwithsupportforHTMLformatsEnhancedstatisticsforinputandoutputchannelmonitoringWSE3.0policysupporttoenhancesecurityAraftofotherenhancements…
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation28NewiScala3.1
PlatformImprovementsSnap-Search2.0
Multi-level/CompositeSnapSearchesLinkmultipleSnapSearchesIn-contextadhocon-screenenquiriesDrill-down/Drill-upcapabilities
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SnapSearchLinksImprovementstotheiScalaDataDictionaryAutomatictablelinksrecommendedbasedonselectedtablesSelectoneormorelinksManuallyadjustthelinks
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CompositeSnapSearchesLinkmultipleSnapSearchesUsemultipleparametersFilteredSnapSearchresultsinasinglescreenContextualdata– seedatathatisrelevanttowhatyouneed
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation31NewiScala3.1
PlatformImprovementsSupportformulti-gridsiniScala
SupportforoneormoregridsinthesamescreenIn-contextinformation
COM+componentsRedesignPerformanceImprovementsacrossiScalaandServiceConnectStabilityimprovementsinService,ProjectsandContractsmodules
TransitiontoVBA7.1replacingVBA6IntegrationtoEpicorICEforiScala…
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation32NewiScala3.1
UsabilityImprovementsCompletionoftheSalesOrderGrid– introducediniScala2.3SR3
ExpandedtoSalesOrderEnquiry
SeveraladditionalfieldsaddedtotheGrid
IntroductionofnewGrid-basedscreens:
PurchaseOrderEntry
PurchaseOrderEnquiry
PurchaseOrderDelivery
(*)TobecompletedbyGA
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Epicor ICE
EpicoriScala3.0isthefirstiScalareleasetoleveragetheEpicorICEBusinessplatform todelivernext-generationtechnologiesandbest-in-classapplicationsdesignedtoEXTENDthepowerofthesolutionacrosstheentireorganization.
Epicorsintentionistobringanumberofadd-oncapabilitiesextendingtheiScalaapplicationtomobiledevices,on-lineanalytics,integrationtoMicrosoftOfficeapplicationsandweb-basedscreens…
Abstracting Technology
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation36NewiScala3.1
• 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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation38NewiScala3.1
EpicorICE– ContentPacksFuturereleases,datesandcontentaresubjecttochange
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© 2017 Epicor Software Corporation
Finance
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FinancialOperationsBankinginterfaces:
SEPAPhaseII– addingsupportforCustomerPayments/DirectDebiting(IncludingPaymentMandates)
MT-940andCAMT53Support(*)
BankReconciliations:
EnhancementstotheAutomaticBankOperations(ABO)Module(**)
UseServiceConnecttoimportmultipleBankStatementformatsintoiScala
SupplierInvoiceCoding
Supportfor20newuser-definablecodes
LinkedtoSupplierInvoicesforadditionalclassification(*)TobecompletedafterGA(**)ImplementediniScala2.3SR3
Futurereleases,datesandcontentaresubjecttochange
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation41NewiScala3.1
FinancialOperationsPaymentProcedures:
SupportforcreationandmaintenanceofMultipleSupplierPaymentProposalsExtensionstotheexistingServiceConnectroutinestosupportadditionalpaymentroutines
JournalRoll-backCapabilitiesAdditionofanewdistributedtransactionroutineAllowingiScalatoeithercommitoraborttheupdateofthejournals3stageprocess:Create,Process,Commit/Abort
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation42NewiScala3.1
Copy Transactions
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation43NewiScala3.1
Solution Details – Copy Transactions (1/4)� GL– Transactions–EnterTransactions
Thenewcommand“+”isaddedforcopyingoftransactions.ThiscommandisenteredintheBookEntryDatefield.Afterenteringofthiscommandthesystemofferstoenterthetransactionnumber.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation44NewiScala3.1
Solution Details – Copy Transactions (2/4)� Bydefaulttransactionsforcopyingaretakenfromthecurrentyear
transactionfile.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation45NewiScala3.1
Solution Details – Copy Transactions (3/4)� Alsothereareoptionstocopytransactionsfromthepreviousyear
transactionfile(ifitexists),fromthenextyeartransactionfile(ifitexists)andfromtheday-bookjournal(notupdatedtransactions).Enters“*”toswitchtotheoptionfortransactionfileselection.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation46NewiScala3.1
Solution Details – Copy Transactions (4/4)� Afterselectionthetransactionappearsonthescreenwiththecurrent
systemdateandcanbeadjustedasitisnecessary.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation47NewiScala3.1
© 2017 Epicor Software Corporation
Logistics
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Inventory&PurchaseManagementAdditionalWarehousesecurityandcontrols
MarkWarehouseas“Bonded”Blockwarehousesforalltransactionsexceptcounting
SupportforMultipleSupplierOn-CostPercentagesNewServiceConnectIntegrationPackagesfor:
SerialNumberImportandExportSerialNumberHistoryImportandExportWarehouse/ItemInformationImportandAdjustmentIntroductionofmultiplePurchaseOrderGridscreens
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation49NewiScala3.1
SalesandCustomerManagementOrderProcessingEnhancements:
ManageMultipleEmailRecipientsContactslistedintheMarketDatabase
iScalaCRM5.0Integration:IntegrationofQuotationsSuppliersynchronizationMany-to-OneIntegrationIntegrateoneormoreiScalaCompaniestooneCRMOrganisationBuildupavirtualstructureofyourorganisation inCRM
(*)TobecompletedafterGA
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation50NewiScala3.1
Text Lines
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Solution Details (1/8)
� Textlineentrywithasmallgridandonlytextlineslinkedtotheorderlineinfocusaredisplayed.
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Solution Details (2/8)
� Textlineentrywithalargegridandalltextlinesdisplayed.
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Solution Details – (3/8)
� FromthestockcodefieldontheorderlinetheTx commandscanbeusedtonavigatetothetextlinegrid(TX inPCorTX,TZ,TQ,TC,TP,TD,TE,TS orTI inOR).
� Incasethetextgridmodeissettodisplaytextlineslinkedtotheorderlineinfocus,mousenavigationtothetextlinegridcanbeused,thedefaultsettingisaswhentheTX commandisused.
� Incasethetextgridmodeissettodisplayalltextlines,itisnotpossibletonavigatetothetextlinegridusingthemouse.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation54NewiScala3.1
Solution Details – (4/8)
� Whenthetextlinegridisactivatedthefocusisalwaysonanewline.
� Whennavigateuptotheorderlinesagain,thefocusissetonthefieldfromwheretheorderlinegridwasleft.
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Solution Details – (5/8)
� OR:IntheText1fieldTx commandscanbeusedtosetthedefaultvaluesfornewlines,thesameasontheorderline.
� TheA andB commandsareusedtoselectifthetextshallbeprintedAfterorBeforetheorderline.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation56NewiScala3.1
Solution Details – (6/8)
� .NN canbeusedtocopyfromthePhrasefile.� ? QuerythePhrasefile.� _NN todeleteatextline.
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Solution Details – (7/8)
� InsteadoftheYes/Noflagforprintingthetextondifferentdocuments,theselection/deselectionisdonebyclickingthecell.
� > Canbeusetosetspecificpropertiesfortheline.
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Solution Details – (8/8)
� Theviewcommandsusedinthetextfunctionisreplacedwiththesort– selectionoptionsavailablebythegridfunction.
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© 2017 Epicor Software Corporation
Production (MPC)
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MPCInMPCtherearehardlynochangesiniScala3.1comparedtoiScala2.3SR3OneexceptionistheConsumptionNote.
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© 2017 Epicor Software Corporation
Miscelaneous
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UDDB
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Feature Overview – Solution Details (1/7)
� Belowisthedefinitionofthesamerange.Thescreenontheleftshowsthecommonrangeentryin3.1whilethescreenontherightisfromanearlierversion.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation64NewiScala3.1
Feature Overview – Solution Details (2/7)
� Anadditionalparameterisaddedbyselectthecorrespondingfieldintheleftlistandhittherightarrowkey.
� Aparameterisremovedbyselectitintherightlistandhittheleftarrowkey.
� Arangecandefineuptosevenparameters.It’snotnecessarytouseallparametersintheexpression.
� Theadditionalparameterscanbeusedtocreateanexpressionwhichdefinesanexactsub-setofitemsintheobjecttable.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation65NewiScala3.1
Feature Overview – Solution Details (3/7)
� Thetestoftherangeexpressiondisplaysallparameterfields.Asinthepreviousversions,therecordswhichbelongstothesubsetdefinedbytheexpressionaredenotedbya“*”.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation66NewiScala3.1
Feature Overview – Solution Details (4/7)
� Thepurchaseorderlinesupportsdefinitionofparametersfromlinkedpurchaseorderheaderandstockcode.Thepurchaseorderheadersupportsdefinitionofparametersfromthelinkedinvoice-andordersupplier.
� Thesalesorderlinesupportsdefinitionofparametersfromlinkedorderheaderandstockcode.Thesalesorderheadersupportsdefinitionofparametersfromthelinkedinvoice-,order- anddeliverycustomer.
� Thecustomerinvoicesupportsparametersfromthelinkedcustomer.Thesupplierinvoicesupportsparametersfromthelinkedsupplier.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation67NewiScala3.1
Feature Overview – Solution Details (6/7)
� Insomecases,anobjecttablecanincludemultipleinstancesofthesameparameter.Insuchcase,theinstancesareseparatedbycodesintheR-column.e.g.theInvoicecustomerisdenotedby“I”andtheordercustomerisdenotedby“O”.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation68NewiScala3.1
Feature Overview – Solution Details (7/7)
� TheentryofdefaultUDDBvalueshasbeenextended.• Anew(0-2)propertyhasbeenadded.
§ 0ó Thefieldisoptional.§ 1ó Thefieldismandatoryandcannotbeleftwithoutcontent.§ 2ó Thefieldisnotusedandisdisabled.
• Fordatefields,thereisanoptiontoinitializethefieldusingthecurrentsystemdate.
• Duetothe“wider”scopeofthefunction,theentryhasbeenrenamedto“FieldProperties”.
� Rangeswithmultipleparametersaresupported.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation69NewiScala3.1
Field Length Extensions
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation70NewiScala3.1
Solution Details (1/6)PurchaseOrder→OrderEntry/Enquiries→Enter/AdjustPurchaseOrderPurchaseOrder→Miscellaneous→ImportPurchaseOrders
� SupplierandOurreferencesareextendedto35characters.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation71NewiScala3.1
Solution Details (2/6)PurchaseOrder→Deliveries/Invoices→EnterDeliveryNotePurchaseOrder→Deliveries/Invoices→EnterInvoicesStockControl→StockItems/Enquiries→OtherStockFiles→BatchInformationStockControl→Transactions→EnterTransaction→StockReceived
� CustomsDispatchNoteNumberisextendedto30characters.• TheCustomofficeinformationisactivatedbyFAK140.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation72NewiScala3.1
Solution Details (3/6)GeneralLedger→ChartofAccounts/Enquiries→ChartofAccounts→Enter/ChangeAccountingDimension– Accounts
� SPEDandFCONTAccountsareextendedto13characters.• ThefieldsareusedinBrazilreports(FAK392).
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation73NewiScala3.1
Solution Details (4/6)PurchaseLedger→ SupplierFile→ EnterSuppliers
� Customercodeisextendedto20characters.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation74NewiScala3.1
Solution Details (5/6)GeneralLedger→Transactions→EnterTransactions
� InvoiceNumberisextendedto25characters.• TohavethepossibilitytoenterthesameinvoicenumberasinPL.• Theaccountshallusespecialfunction12toopenthisscreen.• PLparameter“SaveTaxTransactions”shallbesettoYes.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation75NewiScala3.1
Solution Details (6/6)SalesLedger→Payments/Journal/CashFlow →EnterPayments→InvoicePaymentSalesLedger→Miscellaneous→SpecialUtilities→ImportPaymentFile→ImportPaymentFileESC→CustomerPaymentInSalesLedger→Reports/Statistics→BalanceReport→BalanceListDetailed
� PaymentByisextendedto25characters.• Thisistobeableentering25-characterbankreferencenumbers
whichareusedinsteadofchecknumbersbysomebanks.• SLparameterExtendedPaymentInfoshallbesetto1or2.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation76NewiScala3.1
Consolidated Forms Extensions
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Feature Overview – Solution Details
� Tabbedviewisusedbydefault
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Feature Overview – Solution Details� Groupedviewcanbeusedasanoption
(Tools)-Options– Miscellaneous– Multitabsentryformshallbedeactivated
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation79NewiScala3.1
Feature Overview – Solution Details
� Pop-upmenuisnotshownneitherwhenuserselectsanobjectnorwhenpressesPgUp/PgDn
PressingPgUp/PgDnmakesprevious/nextsubformactive
SDFfilesettingthatcontrolsappearingofthemenuisremoved
Pop-upmenuisreplacedbyHamburgerbutton
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation80NewiScala3.1
Feature Overview – Solution Details
� HamburgerbuttoncanbeusedtonavigatetosubformsShortcutsareavailableforquickaccesstosubforms.
Toselectaseparateform(like“LinkedUDDBtables”),abuttonorit’sshortcutshallbeused.
ShortcutsarechangedfromCtrl+digittoCtrl+Alt+letter
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation81NewiScala3.1
Feature Overview – Solution Details� Separateformisshownonlywhenbuttonoritsshortcutisselected
Itisnotshownonsaving,souserhastoselectthebuttonexplicitlyifhastoadjustdata
� UDDBhasspecialrules
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation82NewiScala3.1
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.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation83NewiScala3.1
Feature Overview – Solution Details� PgUppressedonfirstsubformcausesawarning
Yesmakeschangescancelled,systemthenwaitsforselectionofanotherobjectNoreturnsfocustoconsolidatedform.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation84NewiScala3.1
Feature Overview – Solution Details� PgDnpressedonlastsubformcausesawarning
Yescausescurrentobjectsaved.Systemdoesnotshowseparateformsonsaving,souserhastoselecttherelatedbuttonexplicitlyifs’heneedstoeditdataonseparateforms.Noreturnsfocustoconsolidatedform.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation85NewiScala3.1
Feature Overview – Solution Details� Severalseparateformbecamesubforms
IniScala3.0FSP4,theywereavailableasseparateformsactivatedbybuttons.
CustomerEntry:SalesmenandCommissions;Extendeduser-definedfieldsSupplierEntry:Extendeduser-definedfields
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation86NewiScala3.1
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.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation87NewiScala3.1
Feature Overview – Solution Details� Customizationarea
Fieldsfromdifferentsubformscanbemovedtocommoncustomizationarea.
ConceptofcustomizationareainconsolidatedformisnotchangedfromiScala3.0FSP4.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation88NewiScala3.1
Feature Overview – Limitations
� Enquiryprogramsarenotenhancedwithconsolidatedform.� Severalforms(e.g.MasterPlanninginstockitementry,orUDDB)are
stillshownasseparateforms.� Fieldsfromtheseparateformscannotbeplacedtocommon
customizationarea.� Beforeseparateformisshown,objectissaved.Afterobjectissaved,
changescannotbecancelled.� VBAprojectscreatedforaffectedprogramsshallbemanuallyadjusted.� WhenUDDBisoptional,UDDBentryformisshownonsavingof
supplier.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation89NewiScala3.1
© 2017 Epicor Software Corporation
Service Packs:Detailed informationFinance
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation90NewiScala3.1
Finance – functions PL I � UserDefinedFieldsforPLInvoice.
Thefunctionalityprovidestheuserwithadditionalfieldsthatcanbeusedtorecordadditionalinformation/referencesforthePurchase/SupplierInvoiceinthePurchaseLedger.ThefunctionalityisavailableonlyifActivateExtendedUserDefinedFieldsforPLInvoice(418)featureactivationkeyisenabled.
� ControlofAdjustingSupplierBlockingActionsThesystemnowallowstocontrolwhichusershallbeallowedtoselectblockingtemplatefunctionalityissupportedbyAllowselectingsupplierblockingtemplatepermission.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation91NewiScala3.1
Finance – functions PL II � UserDefinedFieldsforPLInvoice.
Thefunctionalityprovidestheuserwithadditionalfieldsthatcanbeusedtorecordadditionalinformation/referencesforthePurchase/SupplierInvoiceinthePurchaseLedger.ThefunctionalityisavailableonlyifActivateExtendedUserDefinedFieldsforPLInvoice(418)featureactivationkeyisenabled.
� SLandPLInvoicesReversingThefunctionalitycoversupdatedinvoicesreversinginSLandPLmodules.NewpermissionsareaddedintheAdministrationConsoletocontrolreversingoftheexistinginvoices.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation92NewiScala3.1
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.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation93NewiScala3.1
Finance – functions PL V � AutomatedPLInvoiceJournalPosting
Thecapabilitytoscheduleback-officejobstoautomaticallypostPLInvoiceJournalandSupplierInvoiceJournalisimplemented.Journalscanbepostedaccordingtoapre-definedscheduleorimmediatelyaftersuccessfulimportviaESC,andrangecanbeselectedforPLorInvoiceJournaltransactionstobeimported.
� SplittingofInvoicesforMultiplePaymentDatesNewfunctionality- SplittingofInvoicesforMultiplePaymentDatesisimplemented.ThefunctionalityissupportedbySplitInvoicesforMultiplePaymentPeriods(481)andDonotsplittaxesbetweeninvoiceswithmultiplepaymentperiods(482)featuresactivationkeys.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation94NewiScala3.1
Finance – functions PL VI � InvoiceSupplierinPurchaseOrders
Theenhancementcoversupdatingofpurchaseorderentering- twonewfieldsareaddedtosupplierdefinitionandpurchaseorderheader:MainSupplierandInvoiceSupplierCode.SupplierInandPurchaseOrderInbusdocs arealsoenhancedwithnewelements.
� VoidingofCustomer-SupplierPaymentsYoucanvoidpaymentsthatwereearlierenteredmanuallyforPLinvoicesandSLinvoices.Itisnotnecessarytocreateanewcreditnoteandthebelongingpaymenttransactioninreverseddirectiontoreverseerroneouspaymenttransactions.Afteryouselectaninvoicepayment,thesystemvoidsitandreversesthepaymentrecordintheledgerdirectlywithcreatinganewaccountingtransactioninthepaymentjournalthatcontainstheoppositetransactionlinesastheoriginaltransaction.Thefunctionalitysupportsthehandlingofcashdiscountsandwithholdingtaxesaswell.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation95NewiScala3.1
Finance – functions PL VII � ReversingofPaidSLandPLInvoices
ThefunctionalitytoallowreversingpaidinvoicesisimplementedinSalesLedgerandPurchaseLedgermodules.ItiscontrolledbytheAllowreversingforpaidinvoices(487)andAllowreversingforpaidinvoices(488)featureactivationkeysinPLandSLrespectively.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation96NewiScala3.1
Finance – functions SEPA I� SupportofMultiplePLPaymentProposals
ThesupportofmultiplepaymentproposalsisimplementedinthePurchaseLedgermodule.Theusercancreatemultiplepaymentproposals,thatcanbeadjusted,removedorprocessed.
� PaymentNotificationSEPA automaticpaymentnowhasanoptionofprintingpaymentnotificationsforinformingsuppliersaboutpaymentssenttothebank..
� Supportthepain.001.001.03format(CustomerCreditTransfer)Thefunctionalitycoverssupportingofcredittransferxmlformati.e.theabilitytoproducexmlfilesinthePain.001.001.03format.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation97NewiScala3.1
Finance – functions SEPA II � SendingEmailNotificationsonSEPAProcessingResultsThefunctionality
coversenhancementsinnotifyingusersonSEPAprocessingresults,andissupportedbyEnableEmailNotificationsroutine,GeneralEmailNotification emailtemplate,GeneralEmailNotificationschema,andInitiatorEmail processvariable.
� FactoringSupplierinSEPAIfasupplierisselectedontheFactoring/BillingtabofSupplierMaster,theautomaticpayment(proposal)forSEPAiscreatedforthissupplier.Factoring/billingnameandbankdetailsareretrievedfromthefactoringsupplier.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation98NewiScala3.1
Finance – functions GL I � JournalPostingwithinTransaction
NewfeaturepreventsdatainconsistenciesthatcanoccuratGeneralLedgerupdatefromjournaluploadsystemfailureornetworkcrash.Ifsometechnicalerrors(systemornetworkcrash)occurduringthepostingprocess,thefeaturerestoretothestatebeforethejournalupdate.ThefeatureisenabledbythePostingwithintransaction(422)featureactivationkey.
� GeneralLedgerBalanceforallAccountingSegmentsThefunctionalitycoverssupportingofanewGeneralLedgerbalancetable(GLEB)whichstoresthebalanceperperiodforallaccountingsegmentsandisupdatedbyanewjobhandler.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation99NewiScala3.1
Finance – functions GL II � ExtensionofCurrencyTable
Thenumberofcurrencycodesisincreasedupto99(codesfrom00to98).� ExtendedUser-DefinedFieldsinGLSegments
ToprovidetheuserwiththefunctionalityofaddingmoreinformationlinkedtoGeneralLedgeraccountsegments,newfeatureisintroduced- Activateextendeduser-definedfieldsforaccountsegments(484).TheEUDFfieldsallowtodefinemaximum20fields,withthemaximumlengthof150charactersforstringdatatypesand20charactersfornumericdatatypes.Thedatatypeforeachnewfieldcanbedefinedbytheuserasstring,integer,numericordate.TheEUDFfieldsforGLdimensionscanbeusedforreporting,thesecanbecopiedovertootherfinancialyearsandcompanieswiththeexistingCopyChartofAccountsfunctionality.ApplicationandESCimportandexportarealsosupported.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation100NewiScala3.1
Finance – functions GL III � EnteringofAdditionalCostinSalesOrderforBlockedCustomer
ThefunctionalitycoversenteringofadditionalcostinaSalesorderforblockedcustomer.ThefunctionalityissupportedbytheAllowtoEnterAdditionalCostforBlockedCustomerpermission.Thepermissionisusedunderthefollowingconditions:•AdvancedCreditCheckfunctionalityislicensedandactivated(SystemUtilities- CompanySetup- ModuleSelection,SalesLedger).•SalesorderentryparameterinBlockedoperationssection=Yes.•CustomerisblockedbyCreditCheck.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation101NewiScala3.1
Finance – functions GL IV � CreditControlPerformanceEnhancements
TheadvancecreditcheckfunctionalityperformanceissignificantlyimprovedinvariousroutinesofSalesOrder,ServiceManagementandContractManagementmodules.Theenhancementsinclude:•Utilizedcreditamountsofeachcontract/sales/service/projectordersanddirectinvoiceareupdatedandstoredinthenewtable-SLUL.•Newcompanyproperty- AdvancedCreditCheckisaddedtotheSalesLedgerGroupinCompanySetup.•OrdersanddirectinvoicesarerecalculatedusingCheckSalesLedgerspecialdatafunction.SLULtableisupdatedwithutilizedamountsfortherecalculatedorders.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation102NewiScala3.1
Finance – functions GL V � AdvancedCreditControlEnhancements
Thesystemblockscustomersfordeliveryiftheyexceededcreditlimitorhaveoverdueinvoicesbasedonprovidedinformationaboutoverduetoleranceperiodandoverdueinvoiceamounts.Youcanspecifyconditiontypesandranksusedtoperformcreditlimitandoverduecheckingprocessesforsuppliers.Ifthetypeismet,thesystemassignsacontrolstatustothesupplierandperformsactionsdefinedintheCreditCheckExecutionParametersroutine.Customercreditcontrolstatusescanberecalculatedmanually.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation103NewiScala3.1
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..
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation104NewiScala3.1
Finance – functions GL VII � REACHReport
Thefunctionalitycoversnewreportonsubstancesproducedorimportedinquantitiesbetween1and100tonsperyear– REACH(Evaluation,Authorisation andRestrictionofChemicals).Thereportisnotintendedforsendingtoauthorities,itisonlyusedasatooltocollectinformation.ThereportisDDFcontrolledandincludesVBAsupport.Thefunctionalityissupportedbynewparameters:REACHUUIDcode,REACHWeight,newroutine– REACHReportandnewpermission- AllowchangeoftheREACHUUIDcode.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation105NewiScala3.1
Finance – functions GL VIII � CompoundPeriodicAllocations:SupportofAllAccountingSegments
Compoundperiodicallocationsnowsupportallaccountingdimensions(0-9).Toimplementthis,transaction-basedCPAtypewasupdatedandtwonewCPAtypeswereintroduced:extendedbalance-basedCPAandreversingextendedbalanceCPA.Thesetwonewtypesalsodifferfromtheothersbythedatasourceforbalances:CPAsofthesetwotypesusetheExtendedBalanceFileasthedatasource.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation106NewiScala3.1
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..
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation107NewiScala3.1
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