Epicor Customer Conference

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Dear Customers,

On behalf of Epicor Software Corporation we invite you to participate in information and training conference for iScala users.

The main topics of the conference are advantages of migrating to iScala 3.0 and new features of Functional Service Pack (FSP) 3. We will pay special attention to vertical solution of hospitality and to integration of iScala with other software. Also you will learn interesting reports about 3rd party products and solutions which can be used for automation of your business processes with iScala.
The conference will be held on 14 may 2015 in conference hall Pertovsky III of Marriott Royal Aurora hotel located at Moscow, Petrovka street, 11/20.

It will be interesting and rich agenda, you will be able to share your experience of iScala usage with colleafues from other companies, you will learn examples of solutions from customers, consultant and Epicor partners.

After official part we ask out you to have a lunch in the restaurant of the hotel.

If you have not confirmed your participation in the conference, please fill the registration form: http://info.epicor.com/Reg-Form-Russia/

Sincerely yours,
Epicor team

Agenda of the conference (additionals and changes are possible)

09:30 – 10:00 
Registration of participants

10:00
Welcome note. Hermann Stehlik, Regional Vice President Sales Epicor

10:25
Strategy of iScala 3.0 development. Content of FSP3

10:40
iScala Hospitality. New in iScala 3.0 (FSP1, FSP2, FSP3)

10:55
Advanced Finance Reporter (AFR) . New tool for financial reporting. Demonstartion of the content pack for hospitality

11:20
New in Advanced Payroll in iScala 3.0

11:35
iScala 3.0 FSP 3 – new content packs for ICE (Inventory, Asset Management), demonstaration

11:55
Coffee break

12:10
Project Management Office as effective means of  managing different types of projects.
Invited speaker, PwC company

12:30
Soyuzbaltcomplekt company: self implementation of integration project on  iScala 3.0 with the use of Epicor Service Connect. Overview of integration with the use of ESC to increase Salemen time

12:50
Merck company: integration of iScala with Merck corporate system, WMS provider system and cloud CRM system using Epicor Service Connect». Epicor partner report.

13:10
Electronic format of reporting for iScala. Overview of consulting solution which covers Russian legal requirement for electronic format of reporting

13:30
Epicor product line. Presentation of Epicor 10.1

13:45
Session of questions and answers.

14:00
Lunch

If you have any questions regarding organization and helding of the conference, please write to ru.marketing@epicor.com

Electronic Russian VAT return

Starting with the 1st quarter 2015 companies shall submit electronic VAT return in a new reporting form in accordance with the Order No. MMV-7-3/558@ “On approval of VAT return form, procedure of its filling and format of electronic VAT return e-filing” of the Federal Tax Service of Russia as of October 29, 2014.

New form of VAT return includes all records from sales ledger and purchase ledger. For companies acting as agents VAT return shall also include registers of received and issued tax invoices.

We’ve developed a solution for uploading purchase ledger, sales ledger and VAT Invoice registers to electronic form. We developed a solution for uploading tax returns even earlier. And now we are ready to offer you a complete solution for VAT reporting.

The solution consists in uploading purchase ledger, sales ledger, register and other sections of VAT return from Excel files.

How it works:

  • Using RGW or other means create or fill the following Excel files:
    1. Sections 1-7 of VAT return
    2. Purchase ledger (section 8)
    3. Additional sheets of purchase ledger (section 8, appendix 1)
    4. Sales ledger (section 9)
    5. Additional sheets of sales ledger (section 9, appendix 1)
    6. Register of received tax invoices (section 10)
    7. Register of issued tax invoices (section 11)
    8. Records from tax invoices issued by persons specified in p.5 Article 173 of the Tax Code of the Russian Federation who are not VAT taxpayers or tax invoices for non-taxable goods/services (section 12)
  • By means of Excel Add-In developed by us upload VAT return to xml file – electronic report.
  • Upload and check uploaded files by means of (“TaxPayer LE / Nalogoplatelschik YuL”) or any other program for entering and checking electronic tax returns (such as Contour, SBIS++ etc.)
  • Enter missing data in the return, calculate the totals, check data from the return and upload the resulting file.
  • Submit e-return via your provider.

 

What is necessary to upload electronic VAT return:

  • Filled returns or return preparation program.
    For example, return generator RGW and reports configured in RGW for creation of purchase ledger, sales ledger and, if necessary, registers of received and issued tax invoices, as well as sections 1-7 of VAT return.
    If you can’t create purchase ledger and sales ledger by means of iScala, we recommend you to configure such returns.
  • Our eRepXL Excel Add-In for uploading returns to electronic form (XML).
    In Excel returns eRepXL uses special sheet called e-reporting; it specifies what sheets and cells must be uploaded in electronic form and how it should be done. You will receive documents, examples and recommendations on how to prepare this sheet, if you want to prepare it by yourself.

Besides VAT return you will be able to prepare any other electronic reports by means of eRepXL Add-In; such reports include:

  • Transport tax return,
  • Property tax return,
  • Accounting statement (forms 1, 2, 3, 4, explanations to forms),
  • Notification of related-party transactions
  • etc

Our offer

We offer you delivery of the solution including:

  • eRepXL Excel Add-In,
  • Documents on Add-In configuration,
  • Configuration template for Add-In for uploading purchase ledger and sales ledger, tax invoice registers and sections 1-7 of VAT return,

Also you will get 1 day of consultant’s assistance on uploading configuration in accordance with your form of purchase ledger and sales ledger, as well as other sections of return. Configuration may be carried out remotely.

Besides that, you will get one year of Consulting Department support regarding uploading your forms and reports connected with VAT return in electronic form.

The solution is provided under consultancy agreement (p.3.4.-3.6.) as Developed Software. Support of this solution is provided by Consulting Department in accordance with consultancy agreement (p.16.1, 16.1.1.)

Consulting and support services constitute an integral part of the offer.

Offer is valid till April 20, 2015.

Cost of services under this offer is 2 000 EURO (VAT is not included).

For all questions, please contact Epicor Consulting Department in Moscow:

Tel: +7 495 799 5666
Mob. tel.: +7 985 410 1807
е-mail: agorbachev@epicor.com
Alexander Gorbachev
Regional Consulting Manager Russia/CIS

 

Расписание выхода HotFix для iScala в 2015 году / Schedule of iScala HotFixes releases in 2015

07.01.2015 Holiday week 
14.01.2015 On Demand HF
21.01.2015 iScala 2.3 SR3 HF
28.01.2015 On Demand HF
04.02.2015 iScala 3.0 HF
11.02.2015 On Demand HF
18.02.2015 iScala 2.3 SR2 HF
25.02.2015 On Demand HF
04.03.2015 iScala 2.3 SR3 HF
11.03.2015 On Demand HF
18.03.2015 iScala 3.0 HF
25.03.2015 On Demand HF
01.04.2015 On Demand HF
08.04.2015 On Demand HF
15.04.2015 iScala 2.3 SR3 HF
22.04.2015 On Demand HF
29.04.2015 iScala 3.0 HF
06.05.2015 Holiday week
13.05.2015 iScala 2.3 SR2 HF
20.05.2015 On Demand HF
27.05.2015 iScala 2.3 SR3 HF
03.06.2015 On Demand HF
10.06.2015 On Demand HF
17.06.2015 iScala 3.0 FSP3
24.06.2015 On Demand HF
01.07.2015 On Demand HF
08.07.2015 iScala 2.3 SR3 HF
15.07.2015 On Demand HF
22.07.2015 iScala 3.0 HF
29.07.2015 On Demand HF
05.08.2015 iScala 2.3 SR2 HF
12.08.2015 On Demand HF
19.08.2015 iScala 2.3 SR3 HF
26.08.2015 On Demand HF
02.09.2015 iScala 3.0 HF
09.09.2015 On Demand HF
16.09.2015 On Demand HF
23.09.2015 On Demand HF
30.09.2015 iScala 2.3 SR3 HF
07.10.2015 On Demand HF
14.10.2015 iScala 3.0 HF
21.10.2015 On Demand HF
28.10.2015 iScala 2.3 SR2 HF
03.11.2015 On Demand HF
11.11.2015 iScala 2.3 SR3 HF
18.11.2015 On Demand HF
25.11.2015 iScala 3.0 HF
02.12.2015 On Demand HF
09.12.2015 The Last iScala 2.3 SR2 HF
16.12.2015 On Demand HF
23.12.2015 iScala 2.3 SR3 HF
30.12.2015 On Demand HF

Learn how iScala automatically exchange the data with 3PL providers and with Warehouse Management Systems

iScala includes a mechanism called Epicor Service Connect for the integration, which allows you to automatically exchange the data with other systems.

We offer you to use and set up this mechanism.

One of the often used solutions is the integration with the logistics services provider (3PL, Third Party Logistics provider), which carries out storage, customs clearance and delivery of the goods. Since the data volume for exchange is usually large enough, the manual or semi-automatic data exchange is time consuming and is the source of great number of errors. Data upload through the reports and data receiving through the standard imports into iScala also requires the active participation of the user in the administration of the data exchange. Epicor Service Connect allows you to exchange data in a fully automatic mode.

Similarly iScala can communicate with the warehouse management systems (WMS, Warehouse Management System), which control the storage of goods at the warehouse.

How to set up the integration

Before setting up the system there is prepared the document describing the new business processes, file formats for the exchanging, communication protocols, frequency of dictionaries synchronization.  There is determined the storage location and the rules of  master data change, such as item master data, lot numbers, customers and so on.

Each stage of data exchange — designed to send, receive and aimed for the internal data transformation– is logged in Epicor Service Connect. When an error occurs you will see a message about problems with the data exchange. If during the exchange the user is required to confirm certain procedure, such as to send the order for shipment, Epicor Service Connect will prompt the user or several users to confirm the operation.

Information interchange between your company (iScala) and the logistics services provider or the Warehouse Management System can include the following tasks:

  • Import of information on the planned supply of products (iScala) on to the warehouse 3PL / WMS
  • Upon receipt of goods on to the customs warehouse the information on the numbers of Cargo Customs Declarations (CCD), the numbers of certificates of conformity etc. can be additionally imported. After customs clearance of cargo in 3PL / WMS the message on the goods transfer from the customs warehouse to the storage warehouse is transmitted into iScala.
  • If you receive the messages through Epicor Service Connect, the information on the lots with numbers of CCD, certificates numbers and so on is updated in iScala, however, the goods will not be transferred immediately. Instead, the system creates a request for confirmation of the operation by the user. It is necessary to allow the accountant properly to accrue all the additional costs for the lot before the goods will be transferred to the storage warehouse.
  • After confirmation of the operation by the user via a web-interface of the tasks monitor, Epicor Service Connect performs the transfer of the received products.
  • After creation of sales order and receipt of payment from the buyer the salesperson prints in iScala on a special EDI printer the list of the goods selection, as a result there is created the message for 3PL / WMS.
  • After message receiving, the officers of the warehouse services provider select the items and send the confirmation for selection of the goods. The message is not sent directly to iScala, but it is used to verify the compliance of the lot numbers and quantities in the order for sale in iScala with the information sent from WMS.
  • After the actual shipment of the goods to the buyer, 3PL / WMS generates a confirmation of the shipment and sends it to iScala. The message is processed by Epicor Service Connect in real time, as a result there is created the shipment in iScala.
  • In addition to these procedures there can be also provided: daily stock reconciliation between systems, information interchange on goods transfer between warehouses, synchronization of inventories reference books.

The process of implementation, starting from the approval of the technical requirements to the date of signing of the acceptance act based on the results of testing, takes about 2 months on the average.

If you have any questions regarding the setup of integration, please contact Alexander Gorbachev, Manager of the Consulting department:

tel. +7 495 799 5666

e-mail: agorbachev@epicor.com

Regarding licenses for platform Epicor Service Connect, please contact Account Manager Nataliya Lyushina:

phone +7 495 799 5666

cell: +7 919 105 8325

e-mail: nlyushina@epicor.com

Electronic reporting

Clicking a few buttons on your computer to send accounting or tax report is much easier than spending time at the post office or, even worse, going to the tax office. Moreover, the tax authorities now accept some reports only in electronic form.

However, one thing is to press one button, and another thing is to do the same with a thousand buttons.

We offer you a solution that will allow you to export data from iScala and MS Excel to electronic reporting format.

This is how you can prepare reports:

  1. Open the Excel report in RGW, start the report.

Or open your report in Excel, if you prepare or upload reports in Excel.

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2. In Add-Ins menu choose eReporting à Export Report

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After that the file of electronic reporting will be uploaded.

It is done!

3. Next, you can open the report in the «Taxpayer LE (Legal Entities)» to complete the report, calculate and check the report.

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How electronic reports are formed, more details

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We assume that as the data source you are using ERP-system iScala, including financial modules such as «Ledger», “Purchase Ledger», «Sales Ledger», and in case of necessity «Inventory Management», «Procurement Management» and «Sales Orders» modules.

Traditionally, we suggest using the RGW reporting generator as a solution for the preparation of accounting and tax reporting. Reports generated in the RGW are Excel sheets. RGW enables to form a balance sheet, profit and loss statement (income statement), cash flow statement, and purchase ledger for VAT, sales ledger for VAT, VAT returns, transportation, income, property tax returns and other reports.

On the basis of reports prepared in RGW eRepXL utility allows you to upload the results of the reports in electronic form. From the perspective of the end user in order to upload the electronic reporting he will need to select only one item in the Excel menu. After that the desired file will be formed.

Most likely, the data in iScala are not enough to prepare a report, for example, you need to specify different classifiers data such as OKTMO (AllRussian Classifier of Municipal Unit Territories), OKVED (All-Russian Classifier of Types of Economic Activity), passport data of your managers, the nominal value of the shares in the statement of changes in equity, and so forth. These data are usually lacking in iScala. You can enter these data into the «Taxpayer LE” (http://www.nalog.ru/rn77/program/all/nal_ul/ ), which is being developed by the Federal Tax Service of the Russian Federation You can also check the correctness of the report and to calculate the amount of taxes in the «Taxpayer LE». After that you upload the report back into electronic format.

You can send the report in electronic form prepared in such a way through your operator to tax and statistical authorities.

How to get a solution

We are ready to provide you with a solution for the preparation of electronic reporting.

The documentation for the utility describes in detail how it can be configured for a particular report, and also for a certain form of a report in Excel.

We are also ready to make these configurations for your document formats and features of your settings.

If you have any questions, please contact Epicor consulting department in Moscow:

Tel.: +7 495 799 5666
Mob.tel.: +7 985 410 1807
е-mail: agorbachev@epicor.com
Alexander Gorbachev
Regional Consulting Manager, Russia / CIS

 

New forms of VAT Purchase Ledger, Sales Ledger and Ledgers of received and issued VAT Invoices

Since October 1, 2014, companies have to prepare reports “VAT Purchase Ledger”, ”VAT Sales Ledger” and Ledgers of received and issued VAT Invoices (Russian Federation Government Decree dated 30.07.2014 No. 735).

On 01.10.2014 we notified you that in order to do the preparation of reports in iScala in the new format, we suggest you configuring additional fields. You can read the information letter regarding the field settings at: http://www.scala-info.ru/2014/10/91/

Currently, we are ready to provide you with reporting forms “Purchase Ledger”, “Sales Ledger” and “Ledgers of Invoices Received and Issued” within the support contract. Reports are prepared in RGW report generator.

For getting reports, please contact the support department of Epicor company: tel. +7 495 799 5662, e-mail: ru.hotline@epicor.com

We know that the VAT return will include the Purchase Ledger and Sales Ledger, but at the moment there is no electronic format of such return. We have already prepared and developed a tool for generating returns electronically. Therefore, once the Government issues a return in electronic form, we will be ready to release its upload in electronic form quickly.

In the near future we plan to release the announcement of the formation of electronic reporting. Follow our newsletters. You can also find our mailing list at the website: http://www.scala-info.ru


In case you do not have the RGW financial statements generator, you can purchase a license for it. To do this, please contact the sales manager of Epicor company Natalia Lyushina (tel. +7 495 799 5666, tel. +7 919 105 8325, e-mail: nlyushina@epicor.com ).

If for any reason you cannot use standard reports “Purchase Ledger” and “Sales Ledger”, in particular:

— You do not use logistic modules (Procurement Management, Inventory Management) for the procurement,

— You do not use logistic modules for all procurement (for example, for internal procurement only financial modules are used),

— You use the other fields than specified in the information letter for entering agents and CCD,

— You do not have the support of the RGW reporting generator,

— You use specific algorithms for generating reports.

In these and other cases, we suggest you use the services of consulting. To do this, please contact Aleksandr Gorbachev, regional manager of the consulting department (tel. +7 495 799 5666, tel. +7 985 410 1807, e-mail: agorbachev@epicor.com)

Yours sincerely,

Epicor team

Information re changes in VAT reporting (Russian VAT Purchase Ledger and VAT Sales Ledger reports)

Dear Client,

Starting from October 1st, 2014 VAT Purchase Ledger report, VAT Sales Ledger report and List of received and issued VAT invoices have changed. The changes affect not only the layouts of the reports themselves but also presuppose additional settings and actions on invoice and shipment entry in iScala to make sure proper info is available for the renewed reporting forms.

These necessary settings and processes are described below. They will be used by VAT Purchase Ledger template.

Details on purchasing via commission agent

New columns with information about commission agent were added to the new VAT Purchase Ledger template. These columns have not been configured before.

These columns are filled, when, for example, we buy air tickets from commission agent, and we need to specify the actual supplier of air tickets (carrier). However commission agent will remain supplier in iScala because we will pay them. But as each air ticket should be specified in VAT Purchase Ledger separately, one Supplier Invoice which may include many air tickets from many carriers and also commission to the agent, should be broken down into separate rows.

To enter data about suppliers for deals via commission agents we suggest using user defined database functionality. Starting from version iScala 2.3 SR3 in Sales Ledger module it is possible to link UDDB (user defined databases) to Supplier Invoice form. To do this in iScala Admin Console please create table “Agent” with fields “Name” and “InnKpp”.

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After that when you enter invoices in iScala, you are able to enter additional information on commission agent:

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For quick selection of supplier via Snap Search we suggest using the following template of Snap Search: SupplierAlternativeList.xml

Customs Clearance Declaration

If you use supply chain management modules of iScala (Stock Control, Purchase Control, Sales Order Management), but you have not been entering CCD data into iScala before, we suggest to do it using iScala special function. This functionality can be activated by switching on special function N 140 in Company feature activation setup

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Activation of this function will allow you to enter CCD information at the moment of receiving goods from supplier-importer.

This information is will be registered in batch details:

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And will include the following fields:

  • Customs terminal,
  • Declaration number (CCD),
  • Data of customs clearing,
  • Country of origin.

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This information should be entered before processing of supplier receipt, and can be confirmed (or adjusted) for each line. That may speed up the entry process.

If you use only financial modules of iScala (General Ledger, Sales Ledger, Purchase Ledger etc), you can enter CCD information in user defined database tables (UDDB), the same way as you enter data about suppliers for deals via commission agents. However standard RGW report from will have to be additionally configured then.

Reporting forms

Updated RGW reporting forms as standard software for financial and tax reports will be working on your system with filled information on suppliers, commission agents and CCD in VAT Purchase Ledger if the following conditions are met:

  • You use iScala 2.3 SR3 or higher,
  • You started using UDDB tables on Purchase Invoice entry form for entering supplier details starting from October 1st, 2014,
  • You use iScala Purchase Control and iScala Stock Control modules,
  • You use special function 140 for entering CCD info into batch details starting from October 1st, 2014.

Number for tax payment document will be entered manually at the moment of running the VAT Purchase Ledger report.

If your iScala version or business processes differ from described above, we suggest you using of Epicor Consulting department services for updating the reports.

Contacts of Epicor Consulting department:

E-mail: agorbachev@epicor.com
тел.+7 (495) 799 5666
Alexander Gorbachev