Prophet 21 Version 12 Enhancements - Epicor

Prophet 21 Version 12 Enhancements 

Epicor® Prophet 21® - Version 12 is possibly the largest – and most exciting – release of the Prophet 21 

software since it was first introduced. Because of the tremendous number of features and functionality 

enhancements, many distributors look to Epicor to assist them with taking advantage of the most relevant 

features that can enhance their business processes and have a dramatic impact on their bottom line. 

Version 12.0 

Automatically Print, Fax, or E-mail Linked Documents 

Outlook Integration with Task Management 

Additional Dates in Order Entry and Production Orders 

Rebate Enhancements 

Contract Fast Edits 

Copying Contracts 

Vendor Contracts 

Freight Adder/Handling Charge ID 

Print Packing List for Unconfirmed Shipment 

Packing Basis and Freight Codes by Item on Lot Bills 

Import RMAs 

Lot Allocations/Assignment Modifications 

Sales Force Automation - Opportunity Management 

Additional Default Source Location by Ship To 

Manufacturer Rep Order RMA 

Partial Shipping in Manufacturer Rep Orders 

Telemarketing Call Center Management 

Hard Touch Indicator in Customer Relationship Management 

Profit Exception Report by System Setting Limits 

Preauthorization of Estimated Freight by Carrier 

RMB Service Quote to Order 

Specify Freight Code and Packing Basis for Lot Bills 

Criteria to Limit Customer Pricing Report 

Timestamp Added to Sales Pricing Page Maintenance 

Exclude One Time Price from Previous Requests 

Freight Thresholds 

Reduce Last Margin Pricing Based on Cost Enhancement 

Turn and Earn Report 

Purchasing Taxation 

PO Approval by Amount per User 

New Allocation Rules 

Specific Suppliers in PORG 

Picking Based on Lot Expiration 

Item Catalog in Pricing Service 

Exclude Pick Zones from Bin Allocation Settings 

Supplier Contract Number Added to PORG and IMI 

Specify PO Contracts via Pricing Pages 

Import Accessory Items 

Scheduled Purchase Order Imports 

Additional Available To Transfer Options in PORG 

Measurements Tab in Item Maintenance 

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Non-Stock Transfer Backorders 

Inter-Company Consolidated Financials with Multiple Currency 

Modifications to Voucher Inquiry 

Credit and Rebill Window 

849 Rebate Payments Report 

Open Deferred Revenue Inquiry 

Commissions Modifications 

Intercompany Invoice Processing 

Edit Vendor in Convert to Voucher Windows 

Add Warranty and Rebate Payments to Deposit Slips 

Check Date Added to AP Drill Down 

Sales Tax Report Enhancement 

Running Totals for Open Invoices 

1099 Printing 

Payment Detail Inquiry Tab Enhancements 

Financial Line Express Enhancements 

Cash Receipts Quick Entry by Corporate ID 

Signature Path per Bank Account 

AR Drill Down by Corporate ID Enhancements 

Apply Payments in Dealer Commission Payments 

Accept Rebate Discrepancy 

DynaChange: User-Defined Required Fields 

Active Directory Integration 

Order Entry Panel Mode 

User Interface Language Localization 

Multiple Locations in Rebuild Inventory Quantities 

Task Notifications in Alert Maintenance 

Customer Type in Customer Defaults Maintenance 

Transaction Master Inquiry 

Use Non-Stocks in Secondary Processing 

International Date Format 

Changes to Other Charge Items Allowed in PDA Programs 

RMAs Allowed in PDA Programs 

DynaChange Enhancements 

Field Chooser 

New User Interface 

Portal View Enhancements 

Signature Capture in Shipping 

Expected Delivery Date Added to Expediting Inquiry 

External Crystal Report Integration 

Production Order Enhancements 

Secondary Processing Enhancements 

New Fields in Production Order Portal View 

Service Items Tab in CMI 

 

 

Management Summary: Remove Intercompany Transfers 

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• Reverse PO Receipts 

• Customer Consignment 

• Extensibility: Add Columns to Field Chooser 

• Improved On the Fly Item Creation Process 

• New Fields in Open Orders Portal View 

• Order Number and RMA Fields in CMI 

• Special Customer Labeling and Packaging 

• Strategic Pricing Improvements 

• UPS OnLine Integration Improvements 


• Extensibility: User-Defined Columns 

• Extensibility: Column Information Popup in DynaChange 

• Extensibility: Specify Field to Activate New Line 

• “Rebuild Sales Order, Transfer, and Inventory Data” 

• Rebuild Transactions Window 

• Perform Extended Rebuild Checkbox 

• Rebuild RMB in IMI 

• Send Data to Software Support 

• E-Mail Address/URL Fields Transferred in On the Fly Customer Creation 

• MyMenu Icon Enhancement 

• Portal Enhancements 

• Changes to Credit Card Processing 

• Element Express Integration 

• UPS Standalone Shipping Window 

• Extensibility: Portal Designer 


• Add an Item to a Closed PO 

• Compatibility with Windows 7 

• Improved Performance for Bin Tab in IMI 

• Bin Defaults on Receipt 

• Save and Continue in Tasks 

• Check for Existing Quotes in OE 

• Line Item Contracts on Quotes 

• Start Date for Contract Lines 

• Batch Confirm in Automatic Shipping 

• Quote Information for Lost Sales 

• System Setting Search 

• Full Text Search in Customer Name Field 

• Copy Item Window in Item Maintenance 

• Outlook Integration Enhancements 

• On the Fly Item Creation Enhancement 

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• F10 to Open TMI 

• Create Contracts from Quotes 

• Contract Export and Import 

• Additional New Fields on Contract Imports 

• Changes to IMI Contract Tab 

• Transfer History Tab in Item Master Inquiry 

• Tasks Tab in Order Entry 

• Manual Group Picking Report 


• De-allocation and Physical Counts 

• Revision Level Tracking 

• Tax by ZIP Code 

• Bill of Materials View 

• Update Production Order Assembly from File 

• Show Completed Production Orders in Popup 

• Dimensions Maintenance 

• Serial Tab Changes 

• Item Commitments 

• Task Enhancements 

• Load Customers from Contact Fast Edit 

• Light Manufacturing Enhancements 

• Automatic Credit Hold 

• Service and Maintenance Enhancements 


• SQL Server 2008 R2 Support 

• Extensibility: Expand to New Windows 

• No Charge Pricing Page 

• Change GL Account Descriptions for All Branches 

• Display Supplier Part Number in PO Receipts 

• Faster Container Receipts 

• Change Closed Vessel Receipts 

• Product Group Selection 

• Purchase by Buyer 

• Import Discontinued Items 

• Capital Gains in 1099 Forms 

• Sorting Capabilities for Customer Notes in CMI 

• Ship to Payment Accounts 

• Slab/Stone Management 

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• Restricted Items 

• Transfer Scheduling 

• Reallocation Processing 

• Dealer Type 

• Create Production Orders from PORG 

• Order Limit for Tax 

• Traceable Factor in Lot Popup 

• Show More Decimal Places in Adjustments 

• Use Item COGS Account for Other Charge Items Setting in Company Maintenance 

• Create Opportunity From Quote 

• Prompt to Define Assembly Components in a Location 

• Commodity Code Added to Datastream 

• Invoice Date Added to AP Trial Balance 

• Aged Trial Balances by Corporate ID 

• Lead Time Enhancements 

• Published Lead Time 

• Navigate IMI Items Easier 

• Complete/Cancelled Fields on Process Tab in IMI 

• Changes to Sales History Tab in IMI 

• Drag and Drop Document Links 

• Expanded Extensibility Availability 

• Expedite/Required Dates on Commitment Schedule Tab 

• Additional Field Chooser Fields on Commitment Schedule Tab 

• Revision Tracking Fields Available for Customer Part Number Maintenance 

• Revision Tracking Fields in Item Fast Edit 

• Exchange Rate on Related-Party Transactions 

• Landed Cost by Commodity Code 

• Assembly Filter in Find Item Popup 

• Import Completed Purchase Orders 

• Import Production Order Labor 

• Lot-Cost Inventory Value Update in Convert Purchase Orders to Vouchers 

• Show This Service Item Only Checkbox – (Service & Maintenance module) 

• Parker Hannifin POS Component Reporting Corrected 

• Print Packing Lists in Delivery List Maintenance – (Proof of Delivery) 

• Build Delivery Lists by Bin in WWMS 

• Transfer Scheduling in WWMS 

• Prompt for Card Information at Save – (Element) 

• User Permission for Process to Accounts Receivable – (Element) 


• Quarterly Financials 

• Simultaneous Adjustments in Inventory Counts 

• Edit Customer ID on Opportunity 

• Extensibility Extended to Secondary Processing 

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• Print External Document Links on Service Orders and Quote 

• Prophet 21 Rebranded for Epicor 

• Pallet Tracking in WWMS 

• Keep Material Allocated on a Will Call Underpick in WWMS 

• Shop Floor Picking in WWMS 


• Vendor/Supplier Management 

• Extensibility Enhancements (available in 10 new areas of the system) 

• Import Slabs on Sales Orders 

• Catch Weight Processing 

• Weight in Label Datastreams 

• RMA Receipt/RMA Entry to Generate EDI 810-Send 

• Suppress Accessory Popup in Order Entry 

• Add PO Expected Date to PO Header 

• Use Supplier Lead Time for Expected Date Calculation 

• Add Service Forms to Forms Hierarchy 

• F7 Timestamp for Notes 

• Crystal Reports 2011 supported 

• Display Cost of Goods Sold in AR Drill Down by Invoice 

• Sales Pricing Audit 

• Dynachange Navigator 

• WWMS Container Receipts 

• Correct Element process if Prophet 21 order/invoice is rolled back 

• Display AVS Code in All Returned Element messages 

• Perform Element Processing After Order is Saved 

• Provide PASS Account Reconciliation Capabilities 

• Allow More Extensive use of CVV 

• Process Debit Cards supported 


• Demand Requirements Planning 

• Incentive / Rewards Programs 

• Customer Buying Trend Analysis (optional) 

• Vessel / Container Receipts enhancements 

• Multi-currency modifications 

• Recurring Voucher Posting window 

• Create Customer Part Number during Order Entry 

• Ability to re-order MyMenu 

• Save As option to select columns to save 

• Add PO # to the subject line of emailed POs 

• Add Order # to the subject line of emailed Order Acknowledgements 

• Initial authorizations for full Order Amount (Element) 

• Vendor Supplier Management enhancements 

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• Extensibility / user-defined fields in Shipping 

• DynaChange Navigator Ctrl+click for editable fields 

• User defined tool tips 

• Include Release Schedules in outbound EDI 855s 

• Support for incoming EDI 830 transactions 

• Option to hide/show expired Price Pages 

• Strategic Pricing – freight factors based on Customer Category / Size 

• Dynamic look ahead days (Lead Time + Review Cycle) 

• Item velocity definitions per location 

• Specify periods supply in Transfer Requirements 

• Level III credit card processing support (Element - optional) 

The faster your company implements the new features and functionality of version 12, the quicker you’ll 

begin to realize a return from this significant upgrade. 

To discuss how our consulting and educational offerings can assist you with upgrading to the most recent 

version, please contact your Professional Services Sales representative at 800.776.7438 press 3, or e-mail 

pss@epicor.com. 

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Prophet 21 Version 12 Enhancements - Epicor

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