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Epicor EnterpriseResource PlanningSupply ChainManagement

Epicor ERP Diagramss Intelligence and AnalyticsBusinek, and Compliarnance, RisnceGoveHuman CapitalManagementService and AssetManagementFinancialManagementriness A chitectureBusCustomer RelationshipManagementERPProduction ManagementSales ManagementProductManagementSupply ChainManagementPlanningand SchedulingProjectManagementtGlobal Business Managemen2

Supply Chain ManagementSupply Chain ManagementX Purchase ManagementX Supplier ConnectX Supplier Relationship ManagementX Inventory ManagementX Advanced Material ManagementX Manifesting and Freight ManagementX Shipping and ReceivingX Warehouse ManagementX HandheldA highly effective supply chain is critical to the success of your strategic growthinitiatives. Top-performing manufacturers are empowering supply chainprocesses with innovative technology that is best-fit for unique operationalneeds, easy to use, and informed by industry best practices. Drive out costs,increase velocity, and enhance your customer experience with a strong supplychain that is ready for the future of manufacturing. Offering rich visibility anddigital prowess, Epicor provides effective coordination from initial raw materialsto the ultimate delivery of the finished product, transforming your supply chaininto a results-driven value chain.Epicor Supply Chain Management (SCM) is a full suite of enterprise applicationcapabilities—including purchase management, sourcing and procurement,inventory management, advanced material management, shipping andreceiving, and warehouse management—and is complemented by forecasting,order management, and analytics capabilities. Combined, you have the solutionyou need to meet—and even exceed—customer expectations in today’sincreasingly global market place.3

Supply Chain ManagementAdvanced RequisitionManagementHigh-performing supply chains maintain abudget and control over items requisitionedfor each stocking location for greaterefficiency. Epicor Advanced RequisitionManagement (ARM) enables organizationsto gain visibility and regulate procurementspending by providing an online workflowand purchase requisition tool. It gainsinformation on spending to supportsnegotiation of bulk purchase discountsfrom suppliers, assigns preferred suppliersfor particular products, sets the right spendlimits for individuals, and assigns the chainof authority for approving purchase orders.Figure 6 Purchase Management—Enter, approve, and confirm purchase orders with multiple lineitems and releases.Supplier ConnectPurchase ManagementPurchase ContractsStrengthen your competitiveness by offeringPurchase Management handles purchaseEpicor Purchase Contracts is designed tocustomers and business partners the abilityorder writing and the tracking of supplierautomate the process of purchasing inventoryto interact with your brand online. Supplierperformance to optimize results and improveitems on a recurring basis—including theConnect is a supply-chain-focused featurenegotiations. Multiple detailed line itemsestablishment of recurring delivery schedules.of Epicor Commerce Connect—a complete,indicate planned receipts to inventory or aContract line items can be assigned toconnected, and customer-proven businessjob, direct receipts to a sales order, or directpurchase orders, which automates yoursolution for modern digital commerce andreceipts to a manufacturing job, althoughdelivery schedules with delivery dates,omnichannel enablement commerce andtheir destination may be changed at theprices, and corresponding quantities.omnichannel enablement. By providing thetime of actual receipt entry. Purchase orderAutomatic requirement calculations—means for customer and supplier self-servicereceipt processing updates suggestedbased on generated PO suggestions—areon a whole range of inquiries—such assupplier and detailed purchase history files,factored into delivery schedules, which youopen orders, part information, and accesswhich provides continual reference to aid incan adjust automatically to conform toto old invoices—Epicor Commerce Connectmaking purchasing decisions. With Purchasesupplier requirements or help with inventoryeliminates the need for inquiries to comeManagement, you can reduce inventorycontrol, production efficiency, and businessin via email, phone, or fax to significantlylevels, improve on-time deliveries, enhanceexpediency. Complete functionality includesreduce the amount of time staff need toyour cash flow, and increase your profit levels.part schedule maintenance for establishingspend answering them.Purchase Management capabilities include:the combination of part, plant, and calendarthat makes up the part schedule, as well asSupplier Connect is specifically tailoredX Automated purchasing toolsperiodicity code maintenance to establishfor suppliers to update their informationX Supplier cross-referencingthe rules and terms under which ordersvia their own supplier portal, answerX Supplier approval capabilityperiodically arrive from suppliers.requests for information, and confirmX Mass purchase order receiptchanges to purchasing orders. It can deliverX Multiple location receiptsperformance metrics and also allows user-X Part master price breaksdefined fields to flexibly extend your dataX Purchase requisitionstorage options and send custom messagesX Purchase historybetween your online store-front and yourX Purchase order trackercentralized back-office. This not onlyX Supplier tracker(See figure 6)4

Supply Chain Managementare continually replenished through theprocessing of purchased or manufactureditem receipts into inventory. Receiptprocessing provides a continual update ofinventory average, FIFO, lot, or last costsfor every item. A variety of screen inquiriesprovide management analysis of MaterialsRequirements Planning (MRP), shortagemonitoring, reorder analysis, stock status,valuation, and critical items. Functionalityalso includes:X Alternate parts maintenanceX Costing managementX Country of origin trackingX Cycle countingX Global trade standardsX Manufacturers partX Part cross-referencingFigure 6.1 Supplier Connect—improves communication with suppliers to accelerate time to market,X Part master price breaksensure accuracy, and drive out costs in your supply chain.X Physical and perpetual inventoryX RoHS complianceX Time-phased material inquiry/reportprovides for a more seamless relationshipbetween you and your suppliers, but it alsoInventory Managementallows for your business to react much moreInventory Management provides thequickly and accurately to any change ofkey functions necessary to update andcircumstances with supply.maintain raw materials, work in process(See figure 6.1)(WIP), finished goods inventory quantities,X Unit of measure definitions(See figure 6.2)costs, and on-hand requirements. Issuedinventory reduces quantities on hand, whichSupplier RelationshipManagementSupplier Relationship Management (SRM)provides tools for buyers, procurement staff,and purchasing agents, to request quotesfor raw materials or subcontract servicesfrom one or multiple suppliers. Request forquotes (RFQs) are generated with one ormore lines, allowing you to evaluate theresponses from suppliers to decide whichbusinesses can provide your company withthe quantities, price points, and deliverydates you need for your manufacturing andservicing business flow.Supplier RFQ responses automatically buildor add to existing part price-break tableswith current effectivity dates to be used inother Epicor applications.Figure 6.2 Inventory Management—Control inventory and significantly reduce annual audit costs.5

Supply Chain ManagementEpicor SmartOperational AnalyticsEpicor Smart Operational Analytics is acloud-based reporting platform that providesa fast, easily understood, current perspectiveon the state of your inventory. It performsagainst critical metrics, actual supplier leadtimes, and opportunities to rebalance stocksacross facilities to help uncover operationalinefficiencies. Inventory analytics offersa 360-degree view of your inventory toidentify value, stocking trends, overstocks,understocks, potential order cancellations,and root causes of inventory issues. SupplierFigure 6.3 Epicor Smart Inventory Optimization —Easily visualize your inventory performanceanalysis provides comprehensive insightreports and share with key stakeholderson your suppliers by measuring historicalused in the production of products for aperformance and lead times, which allowsLot Tracking and Attributescustomer or shipped by you directly to youryou to rank suppliers and identify trends.Improve supply chain efficiency with fullcustomer’s customer.Operational performance analysis helpsvisibility of parts by lot throughout youryou continuously improve your operationsystem. Record material received, keepSupplier-Managed Inventoryby measuring and reporting on keytraceable material on-hand, and maintainEpicor SCM allows you to designate materialperformance indicators (KPIs) such as servicedetailed usage information by lot withpurchased as inventory you are storing aslevel and fill rate performance, time to ship,the option to auto-generate lot numbersconsignment inventory from the supplier.number of stock-out events, and more.based on part-specific rules. Additional lotYou can also use these part quantitiesattributes can also be stored for each parton jobs, and once you consume it, yourlot, which include Batch, Manufacture Lot,company legally owns the items.Heat Number, Manufacture Date, ExpirationDate, Firmware Version, Cure Date, BestAdvanced MaterialManagementAdvanced Material Management (AMM)Before Date, etc.Epicor SmartInventory Optimizationenables businesses to produce electronicSerial TrackingEpicor Smart Inventory Optimization deliversmaterials, and track inventory movements ofSerial tracking helps to ensure productcloud-based inventory policy decision supportall inventory—including raw materials andtraceability, allowing for greater control overand the means to share, collaborate, andwork in process. Using wireless terminalsparts within the facility. Comprehensivetrack the impact of your inventory planningand bar coding technology, you are able tofunctionality ranges from no serial trackingpolicy. Reconcile holding costs, ordering costs,track inventory in real time with completeto full serial traceability of each recordedand stock-out costs in order to prescribe thecontrol and visibility of raw materials andmove of a part and its components.inventory policy and service levels that can helpwork in process as it travels throughout theOptionally, you can record serial numbers atyou yield the total lowest cost. To determineenterprise. Complete functionality includes:the outbound stage only. This is particularlythe right plan for your organization, assignuseful for companies that must record whatservice-level constraints and targets, evaluateX Bar coding on demandserial numbers have been shipped to whichproposed policies, and perform “what if”X Material handler interfacecustomers and when, but have no need toscenarios. Share proposed policies and agreeX Material movementundertake the overhead costs of recordingon a plan that best meets the company’sX Order prioritizationserial numbers as inventory moves around theobjectives. Epicor Smart Inventory OptimizationX Sales order allocationwarehouse or internal production facilities.will automatically upload the optimal planningX Bar code tag scanningparameters back to Epicor ERP, and works withX Handheld capabilityCustomer-Managed Inventorya variety of replenishment policies includingLower business risk by enhancing controlreorder point/order quantity, min./max., safetyover customer-managed inventory that youstock planning, and order up to levels.store but never own. These items can be(See figure 6.3)6requests for materials, dispatch those