Technical Prerequisites

Most EFP customers connect using a REST connection. For other options see Server Connections below.

Getting Ready for Epicor Financial Planner

Any of the following browsers in the latest version

• Chrome by Google
• Safari by Apple
• Edge by Microsoft

All the following prerequisites need to be met to install the Advanced Excel client add-in.

• Microsoft Excel 2013 or later
  • 32 or 64 bit version.
  • Microsoft Excel must be license activated (trial license is too limited).
  • Microsoft Excel must be installed with one of the following additional options:
    • Office Shared Features / Visual Basic for Applications
      
    • Microsoft Excel / Add-ins / Power View
• Minimum physical memory available to Excel
  • 4 GB RAM (32-bit) (small report sizes)
  • 8-16 GB RAM (64-bit) (large report sizes)
• Windows 8 or later
• Basic requirements for Micrsoft office can be found here:
  http://technet.microsoft.com/en-us/library/ee624351(v=office.15)

• EFP supports all Epicor ERP releases in “Active” support stage as defined by Epicor.
  • Notes:
    • As of 2022-01-12, the oldest version on Active support is 10.2.600.
    • From 2022-05-22 the lasted version on Active support is planned to be 10.2.700.
• For possible support of an Epicor ERP version in Enhanced Sustaining, or Sustaining – contact DSPanel.
  • Note: No version earlier than 10.1.600 can be used with REST Connect. Certain functional limitations may apply.

• All Epicor ERP (E10, E11) versions are supported.
• Microsoft SQL prerequisites
  • SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
  • No earlier versions than Microsoft SQL 2008 R2
• Note: Does NOT support Dynamic Drilldown to beyond Journal data from Finance/ GL.

• EFP supports all Epicor P21 releases with P21 Middleware installed.
  • P21 Middleware needs to be version 2020.2.4214 or higher.
  • Microsoft ASP.NET core 3.1.9 installed on P21 middleware server.
• Note: Does NOT support Dynamic Drilldown to beyond Journal data from Finance/ GL.

• Microsoft SQL prerequisites
  • SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
  • No earlier versions than Microsoft SQL 2008 R2
• Note: Does NOT support Dynamic Drilldown to beyond Journal data from Finance/ GL.

• Microsoft SQL prerequisites
  • SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
  • No earlier versions than Microsoft SQL 2008 R2
• Note: Does NOT support Dynamic Drilldown to beyond Journal data from Finance/ GL.