EFP Release Notes

For canvas planner (modeler) builds, click here.

Release notes for released versions of EFP

Released 2017-05-16

• Filter values can be set by Report and for full EFP System
  • Default filter values can now be set by report and for the system (not only by user). This has been requested by multiple users to improve Report usability.
• Scheduling of Business Rule execution.
  • Now easily controlled by Lists from within the Modeler.
• Business Process and Business Rule dimensions enhanced
  • More detailed granularity improves data-tracking and reconciliation.
    
    
• Cloud EFP
  • Cloud-based EFP (Epicor Multi-tenant Cloud ERP connected)
  • Note: Still pending Epicor Product decision on availability.
• FullAccount now automatically follows Account hierarchy
  • When using FullAccount dimension it will automatically be set according the the hierarchy as defined in Account dimension.
    

• Epicor Planner foundation upgraded to version 4 (required).

• Report created or edit by non-Admin users
  • In some circumstances reports couldn't be saved into the Personal library. This now works as expected.

• Version 1.4 does not currently support direct upgrade from earlier versions of EFP. Upgrade functionality will be released in a service pack planned for second quarter of 2017.
• Please note that:
  • Epicor Planner foundation (Callisto) version 4 can NOT be used with earlier versions of EFP.
  • EFP 1.4 requires Epicor Planner foundation (Callisto) version 4.

Release date: 2016-10-05

• Multiple Currencies per Entity/ Book
  • Possible to budget in multiple currencies within one Entity/ Book.
• New Full_Account support
  • Data markers for valid combinations stored in Account
  • Optional separate dimension holding all valid combinations of segments.
  • See Full Account documentation
• Profitability Analysis Add-on package (new)
  • Multi-dimensional Profitability Analysis
  • Enables Full Virtual P&L by Customer, Product, Project etc.
  • Reports answering questions like
    • “Who are you 10 least profitable customers?”
  • Increases Accuracy and Focus of Business Planning Process.
  • Fully integrated with Financial Budgeting.
• Advanced Financials Add-on package (improved)
  • New Advanced Financials report package
  • Short term cashflow based on AR/AP and manual input
• Sales Add-on package (new)
  • Sales actuals data loaded from ERP
  • Enables Unified Budgeting and Reporting based on Sales statistics from ERP
  • Automated business rule based integration with Financial Budgets & Forecasts
• ERP Systems Support
  • Epicor ERP 10.1 multiple budget support
  • Epicor iScala 3.0 support
• Enhanced Epicor Integration control and setup
  • Dimension and Member detailed control
  • Renaming option
  • Enhanced Mapping
• New pcEXCHANGE database
  • Version upgrade by using pcEXCHANGE database portable format
  • Demo datasets can now be delivered in pcEXCHANGE format

Release date: 2015-08-10

• Powerful & Simplified Business Rule Automation functionality.
  • Business Rule Automation Overview
  • New Assumptions sheet including calculations.
    • Assumptions sheet documentation
  • New CAPEX (Capital Expenditure) input sheet and business rule.
    • CAPEX rule setup
  • New Balance sheet automation rule
    • Balance Sheet rule setup
  • Cash Flow (Long Term)
    • Cash Flow rule setup
• Advanced Financials add-on module for Epicor ERP (new)
  • AR - Accounts Receivable
  • AP - Accounts Payable
• Improved Integrated Report package
  • Report Guide
  • New Report Wizard to create new integrated reports easily.
• Epicor Enterprise support
  • Epicor Enterprise specific documentation.
• Improved Calendar functionality
  • Multi-company installations with different Fiscal Calendars
  • Business Process mapping of Periods like 0, 13, 14
  • Installation of Epicor Planner Software
• Manual refresh of data complementing default nightly load
  • Refresh Data - Refreshes Data (not dimensional information)
  • Refresh Application - Does the same as nightly load (will give a few minutes of downtime in system access)
  • New status page - showing status of last 30 data loads
  • Documentation: Admin Tasks Menu

• Default install of extra dimensions from Epicor ERP to simplify customization
  • Customer
  • Supplier
  • Product
  • Technical reference
• Improved Installer - A number of different smaller improvements on ease-of-use
  • Step 3. Installation & Configuration of EFP integration package
• New pcOBJECT database
  • This makes it possible for Partners to add own library of objects to be automatically included in installation.
  • Technical reference
• Data and Dimensional loads improvedf
  • Load_All stored procedure now dynamically controlled using table dbo.Load in pcETL_
  • Technical reference

• If GLBookPer (ClosedPeriod) is empty, load all months instead of no months
• New Entities are now automatically added to system.
• The Create job is now automatically disabled when used
• AccountType Translate in pcINTEGRATOR now simplified - “Checked” & “TimeBalance” columns removed.
• + a number of smaller bug fixes.

release date: 2014-03-10

• New Wizard makes it easier to configure Input schedules.
  • How to Create / Change an Input Schedule documentation
• Possibility to send email as a part of workflow.
  • Admin Tasks Menu Emails in the Admin menu.
  • Step-by-Step User Guide
  • EFP User Reference
• Default choices improved in multiple places to improve usability.
  • Admin Tasks Menu for the most visible example - segments settings.
• Epicor Planner screen layout for dimensions changed to use screen better.
  • Report Guide
  • Creating Your First Report
• Default model name changed from “Budgeting” to “Financials”.
  • Installation of EFP, step by step
• Epicor ERP version 10 supported.
  • Installation of EFP, step by step
• Epicor iScala supported.
  • Installation of EFP, step by step

• Current Budget now always stored in version NONE.
• Segment setup automated for system segments.
• Naming of segments now automatically avoids adding double GL_.
• Cache handling of dimensional data improved (S_Dimensions table).
• + a number of smaller bug fixes.

release date: 2013-09-11

• First version