iscala 3.1 overvie...epicor iscala 3.0 is the first iscala release to leverage the epicor ice...
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© 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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation5NewiScala3.1
iScala: UX Evolution
•ContemporaryUI• ImprovedEaseofuse•Easieraccesstokeyfunctionality
•Easilycustomizable•Multiplecolourschemes
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation6NewiScala3.1
iScala: A Contemporary User Experience
•NewiScalaHomeScreen •Subordinateprogramtabs–withrunningprograms
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation7NewiScala3.1
Home Screen - Overview
•Menutree(1)withtheabilitytosearch(2)*
• Recentlyranprogramspane(3)•User’sfavoritetiles(4)organizedingroups
• Statuspane(5)showinginformationlikecurrentcompany,financialyear,etc.
*Searchisnotavailableincurrentbuild
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation8NewiScala3.1
Home Screen - Tiles
•Drag&Dropcreation•Abilitytocustomizetiles
•StandardandCustomTiles
•StandardTilesaredisabledwhennotavailableinmenu
•AbilitytocreateCustomTilescontrolledbypermission
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation9NewiScala3.1
Home Screen – Search (in development)
•AvailableonHomescreen•Highlightsfoundwords•Menuitempathcompression
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation10NewiScala3.1
Home Screen – Interactive Items
StatusPane• Clickablepanes• Logon/Logoff• ChangeCompany/Year,RunnewSession,ChangeDevelopermodeOneHomeScreenperCompany/Year
• Changesystemdate
MenuPane•SwitchbetweenMenus
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation11NewiScala3.1
Entry Forms
•BrowserStyleUX•Easilyswitchbetweenprograms
•Choice- selecttheLightorDarkcolorscheme,andapredefinedaccentcolor– BlueorGreen
•Accentcolorisusedtohighlightactiveorcurrentiteminthecontrol
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation12NewiScala3.1
Contextual actions
•GearMenu•TaboverflowMenu•FormCommandsmenu•Programinvocationcommandsinfields
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation13NewiScala3.1
Change of layout
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation14NewiScala3.1
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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation19NewiScala3.1
Solution Details (1/6)AdminConsole→Languages→Strings→GEN→ENG→SY→QUERYSETS
� Newcommandsareaddedtoquery-setswhichsupportsthefunction.
� Anexamplefromacustomerquery-set.• >+=Enter/Adjust{Customer.EnterAdjust}• >?=Enquire{Customer.Enquire}
� Bothoroneofthemcanexist.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation20NewiScala3.1
Solution Details (2/6)
� Fromthecallingfunctionitlookslike:
� The>+and>?Commandscanbeselectedfromthelistormanuallyentered.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation21NewiScala3.1
Solution Details – (3/6)
� Fromacustomerfieldwithacustomercodeentered:
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation22NewiScala3.1
Solution Details – (4/6)
� TheEnquireCust.&LedgerFilesfunctionisstartedandinformationaboutthecustomercodeisloaded.
Incaseonlythecommandisused,thecalledfunctionstartswithoutloadinganyinformation.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation23NewiScala3.1
Solution Details – (5/6)
� Fromapostcodefieldwiththecodeentered:
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation24NewiScala3.1
Solution Details – (6/6)
� TheEnter/AdjustCode filefunctionisstartedandinformationaboutthepostcodeisloaded.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation25NewiScala3.1
© 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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation29NewiScala3.1
SnapSearchLinksImprovementstotheiScalaDataDictionaryAutomatictablelinksrecommendedbasedonselectedtablesSelectoneormorelinksManuallyadjustthelinks
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation30NewiScala3.1
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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation33NewiScala3.1
© 2017 Epicor Software Corporation
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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation39NewiScala3.1
© 2017 Epicor Software Corporation
Finance
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation40NewiScala3.1
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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation48NewiScala3.1
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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation51NewiScala3.1
Solution Details (1/8)
� Textlineentrywithasmallgridandonlytextlineslinkedtotheorderlineinfocusaredisplayed.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation52NewiScala3.1
Solution Details (2/8)
� Textlineentrywithalargegridandalltextlinesdisplayed.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation53NewiScala3.1
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.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation55NewiScala3.1
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.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation57NewiScala3.1
Solution Details – (7/8)
� InsteadoftheYes/Noflagforprintingthetextondifferentdocuments,theselection/deselectionisdonebyclickingthecell.
� > Canbeusetosetspecificpropertiesfortheline.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation58NewiScala3.1
Solution Details – (8/8)
� Theviewcommandsusedinthetextfunctionisreplacedwiththesort– selectionoptionsavailablebythegridfunction.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation59NewiScala3.1
© 2017 Epicor Software Corporation
Production (MPC)
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation60NewiScala3.1
MPCInMPCtherearehardlynochangesiniScala3.1comparedtoiScala2.3SR3OneexceptionistheConsumptionNote.
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation61NewiScala3.1
© 2017 Epicor Software Corporation
Miscelaneous
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation62NewiScala3.1
UDDB
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation63NewiScala3.1
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
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation77NewiScala3.1
Feature Overview – Solution Details
� Tabbedviewisusedbydefault
© 2015 Epicor Software Corporation© 2015 Epicor Software Corporation78NewiScala3.1
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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