iscala 3.0 FSP3 Szabolcs Ecsedi Product Marketing Manager

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2 iscala 3.0 FSP3 Szabolcs Ecsedi Product Marketing Manager

3 Safe Harbor Statement FORWARD-LOOKING STATEMENTS: This Presentation may contain certain statements that may constitute forward-looking statements under the Private Securities Litigation Reform Act of These forwardlooking statements may include statements regarding future product releases, future functionality, revenues, cash flows, growth prospects, installed base of customers, the launch of new products and other statements that are not historical fact. These forward-looking statements are based on currently available competitive, financial and economic data together with management's views and assumptions regarding future events and business performance at the time the statements are made and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include but are not limited to changes in the demand for Epicor's products; the timely availability and market acceptance of new products and upgrades; the impact of competitive products and pricing; the discovery of undetected software errors; changes in the financial condition of Epicor's customers; and other factors discussed in Epicor's filings with the Securities and Exchange Commission, including Epicor s Annual Report on Form 10-K for the period ending September 30, 2014 and our quarterly reports on Form 10-Q. As a result of these factors the business or prospects expected by Epicor as part of this announcement may not occur. Epicor undertakes no obligation to revise or update publicly any forward-looking statements Epicor Software Corporation

4 Epicor Software Corporation 1. Market Trends and Epicor Strategy 2. Core Functionality 3. Accurate & Timely Information 4. Business Agility 5. Risk & Compliance 6. ICE for iscala

5 Trends and Epicor Strategy

6 Functional Service Packs Deliver enhancements more frequently More timely updates following legislative or statutory changes. Smaller delta allows customers to consume smaller functional releases more quickly Implement more easily with less user acceptance testing Benefit from lower upgrade costs Focused Development Plan for upgrades during your maintenance windows Epicor Software Corporation

7 Epicor iscala 24 Months of Investment iscala 3.0 (June 13) iscala 3.0 FSP1 (Feb 14) iscala 3.0 FSP2 (Sep 14) iscala 3.0 FSP3 (June 15) Jun 2013 Feb 2014 Sep 2014 Jun New HFes 180+ FixKits/One-offs Delivered Development m/h 450+ Product Enhancements Epicor Software Corporation

8 Epicor Development Principles Collaboration Responsive Mobility Choice Epicor iscala 3.0 Rich Global Application Agile Business Support Mobile Simplicity Responsiveness Simplify Epicor Software Corporation

9 Epicor iscala Strategic Themes Industry Excellence Simplicity & Ease of Use Global Compliance Visionary Technology Core industry specific capabilities demanded by target industries and markets Support the needs of organizations looking to expand their iscala footprint Deliver a Customer Funded Development (CFD) program to allow delivery of on-demand advanced features Epicor Software Corporation Improve the simplicity and ease-of-use of Epicor iscala Streamline core processes Enhance business process management and orchestration capabilities Maintain existing global and country specific capabilities to support customers as they expand into current priority geographies Enhance tools and technology priorities to deliver capabilities required by customers Implement tool developments to deliver enhanced capabilities and out-of-the box functionality to continue to provide competitive differentiation

10 Epicor iscala Functional Enhancements Industry Excellence Simplicity & Ease of Use Global Compliance Visionary Technology Project Quoting Lease/Rental Contract Crediting Lease Contract Usage Billing Customer Funded Development (CFD) Framework Introduction of REACH Reporting Supplier Pricelist Import/Export Epicor Software Corporation Expanded Currency Management Extended Accounting Dimension Balance Support Asset Revaluations Commitment Accounting Multi-level PL Payment Approvals SL/PL Invoice Reversals PL Payment Voiding Sweden ABO PL Payments Russia Reporting Enhancements Romania Phase II Catea mare Support Italy Multiple CSF Enhancements Poland Corrective Invoicing Malaysia GST Support ICE Inventory Management Content Pack ICE Asset Management Content Pack Output Management - Dynamic output Enhancements User-defined naming conventions for PDF file outputs

11 Core Functionality

12 Epicor iscala 3.0 FSP3: Core Competencies Enhanced PL Payment Voiding Easily Void one or more PL payments Payment proposal numbers are available after updating the proposal Include/exclude previously voided items in new payment proposals Activated by a new Feature Activation Key Epicor Software Corporation

13 Epicor iscala 3.0 FSP3: Core Competencies PL Payment Reconciliations Enhanced payments reconciliation Reconciliation by payment proposal number The Payment proposal can be selected and loaded to the reconciliation grid This is triggered using the PY command in the GL transaction entry screen Epicor Software Corporation

14 iscala 3.0 FSP3: Core Competencies Fixed Asset Revaluations Supports revaluation, changes in life, RV Creates all supporting transactions Delivers support for IFRS Epicor Software Corporation

15 iscala 3.0 FSP3: Core Competencies Purchase Invoice Adjustment Reverse an existing Supplier/Purchase Invoice The original invoice is reversed and a new one is recorded with the new amounts, but with the same invoice number Adjust an invoice when the amount of the invoice is changed due to user mistake or due to exchange rate difference or other force major. The number and date of adjustment are saved against the new invoice number Activated by a new Feature Activation Key Epicor Software Corporation

16 Accurate and Timely Information

17 iscala 3.0 FSP3: Accurate & Timely Information Extended Accounting Dimension Balance Support Provide an easy way for external applications to obtain the balance for accounting segments 4 9 A new Extended General Ledger Balance table (GLEB) is available A new configuration screen is added to manage what dimensions are enabled for extended balance information A new job handler is available to update of the Extended General Ledger Balance table with support for two job types: Net the (GL06) transactions posted since the last update are processed. Regenerated - the Extended General Ledger table is cleared and all (GL06) transactions are processed Epicor Software Corporation

18 iscala 3.0 FSP3: Accurate & Timely Information Advanced Financial Reporter Enhancements Continued Enhancement to reflect customer and market demands Exchange rates per column On-demand loading of inline reports Multi-company drill-downs Sign reversal simplification Support for expanded Financials Statistical data Multiple GL budgets Epicor Software Corporation

19 iscala 3.0 FSP3: Accurate & Timely Information Epicor Financial Planner 100% Excel UI Complete Workflow Automation GL Data Extraction Database Budget interface to GL Data Multiple books/multicurrency support Version Control, Comprehensive security Account & Detail Level Budgeting Custom Spreading Templates Epicor Software Corporation

20 Business Agility

21 iscala 3.0 FSP3: Business Agility Lease Contract Usage Billing Bill for actual usage Define usage limits for each period in different units of measure including km, hours, quantity of processed items If the usage of the leased item exceeds the limit, the excess usage should be billed separately with an increased rate Support for multiple types of assets Epicor Software Corporation

22 iscala 3.0 FSP3: Business Agility Supplier Pricelist Import Easily import Price lists and or discounts per supplier Updates processed using Epicor Service Connect New ICE Dashboards delivered to support processing supplier price lists Epicor Software Corporation

23 iscala 3.0 FSP3: Business Agility Supplier Pricelist Import New ICE for iscala dashboards in Purchase content pack Purchase Supplier Prices updatable dashboard Add or update prices for suppliers Edit in Excel and paste into the dashboard Dropdowns for updatable columns Facilitate user input Display business errors Epicor Software Corporation

24 iscala 3.0 FSP3: Business Agility Supplier Pricelist Import Supplier Special Prices Comparison dashboard Price comparison per stock item Enter new Supplier prices Update existing Supplier prices Easily identify and correct pricing errors Epicor Software Corporation

25 iscala 3.0 FSP3: Business Agility Commitment Accounting (Budget Controls) Check Requisitions or Purchase Orders against a budget A combination of GL accounting dimensions Five budget alternatives The requisition / purchase order or the planned delivery dates Permissions to make a distinction between warning / error in case of exceeding the budget limit Epicor Software Corporation

26 iscala 3.0 FSP3: Business Agility Commitment Accounting (Budget Controls) Review existing budget allocations Period Year Accumulated Epicor Software Corporation

27 iscala 3.0 FSP3: Business Agility Enhanced Requisition Management Accounting Dimension Controls Option toset the accounting dimension entry as compulsory Default accounting dimensions offered for the new lines being entered Flexible sources for the default codes such as: supplier, stock item, department, warehouse Epicor Software Corporation

28 iscala 3.0 FSP3: Business Agility Enhanced Requisition Management Request a quote/price from several suppliers The suppliers and the price offered by each supplier is updated to the user defined fields of the requisition lines 20 new snap search queries have been added to view pricing alternatives Epicor Software Corporation

29 Risk and Compliance

30 Legal, Fiscal and Statutory Changes UK Introduction of VAT on Settlement Discounts Prompt Payment Discounts (PPD) Introduction of GST in Malaysia Introduction of MOSS across the EU SAF-T Certification Electronic Invoicing Epicor Software Corporation

31 iscala 3.0 FSP3: Risk And Compliance Support of Swedish ABO for Supplier Payments Support for Corporate payment file (PO3) implemented in iscala 3.0 Swedish ABO extended to support importing DA1 files Adjust the imported payment data before updating these to the iscala Purchase Ledger payment journal The function includes: Import; Adjustment; Update; Delete Remove manual processes reducing the possibility for data entry errors Epicor Software Corporation

32 iscala 3.0 FSP3: Risk And Compliance REACH Reporting Registration, Evaluation, Authorisation and Restriction of Chemicals (REACH) Identify and manage risks linked to substances manufactured and marketed in the EU Data security sheets maintained, subtances must be registered at ECHA via a dossier Report on the tonnage used (imported or manufactured) if between tons per year Epicor Software Corporation

33 Usability

34 iscala 3.0 FSP3: Simplicity & Ease of Use Expanded Currency Table Currency File Extension Increase number of available currencies to 100 Enhanced Currency Rate Import using Service Connect Epicor Software Corporation

35 iscala 3.0 FSP3: Simplicity & Ease of Use Project Quoting Enhancements New default status for quotations New permissions to change project status Controlled creation of new quoting enhancements Prevent creation of a new Project Account dimension when entering a project Quotation (project with status 0) Epicor Software Corporation

36 iscala 3.0 FSP3: Simplicity & Ease of Use Supplier Payment Management New grid-based screens Improved ease-of-use UI sorting and filtering is supported. Block invoice for payment Amount to Pay column is editable, so partial payment is supported. Withholding tax will be editable when required. Additional editable fields will appear under when appropriate Epicor Software Corporation

37 iscala 3.0 FSP3: Simplicity & Ease of Use Transfer Invoices between PL Payment Proposals Mass transfer is available by ticking several proposal lines. New commands for selection process are supported. After selection confirmation it is possible to choose target Proposal among Proposals with the same Payment Method: Epicor Software Corporation

38 iscala 3.0 FSP3: Simplicity & Ease of Use PL Installment Support for Multiple Bank Accounts Manage different bank accounts per instalment Flag one of the banks as the default bank A feature activation key is implemented to give the possibility to pay two instalments on the same date. At creation of automatic payment proposals the bank account is taken from the instalment line in the bank setup Epicor Software Corporation

39 iscala 3.0 FSP3: Simplicity & Ease of Use Multi-Level AP Payment Approvals Extend Multi-level approval process to AP Payment proposals Provide stronger approval routines with workflow support Easily move invoices between payment proposals Epicor Software Corporation

40 iscala 3.0 FSP3: Simplicity & Ease of Use Unattended PL Journal Update A function for unattended update of PL invoice journal is created. A job handler is created for PL invoice journal. The manager configuration for Supplier invoice in and Purchase invoice in are adjusted to give the possibility to trigger a start of the unattended PL invoice journal update. The job service can be configured to launch a job based on a schedule. Errors are logged in job history and the application log Epicor Software Corporation

41 iscala 3.0 FSP3: Simplicity & Ease of Use Output Management Sender Address Define the Sender Address for each document Dynamically Use Output channel, User or predefined address Epicor Software Corporation

42 iscala 3.0 FSP3: Simplicity & Ease of Use Output Management Dynamic Document Designation Define the filename dynamically with predefined values Configure template for each document type which support separation per document rule Common values for all document types include user or company codes Epicor Software Corporation

43 iscala 3.0 FSP3: Simplicity & Ease of Use Snap Search Builder: Extended grouping support Auto - Snap Search Builder automatically detects required place according to specified grouping and aggregate functions. Where - Criteria expressions are forcibly placed in WHERE statement. Having - Criteria expressions are forcibly placed in HAVING statement if grouping is turned on, otherwise the expressions are ignored Epicor Software Corporation

44 Epicor ICE for iscala

45 Epicor ICE for iscala Delivering new capabilities to iscala Epicor Web Access Epicor Mobile Access Consumer-Grade Search Sales Operations Content Service Operations Content Purchase Operations Content Finance Operations Content Abstracting Technology Epicor Software Corporation

46 Epicor ICE Capabilities BAQs Dashboards Trackers Updatable BAQs Updatable Dashboards? Consumer Grade Enterprise Search Deployment of Dashboard and BAQs into Microsoft SharePoint Support for multiple Data Sources Service Connect Integration Process Orchestration Mobile Dashboards Mobile Access Epicor Software Corporation

47 ICE Content Packs The Content Packs for ICE for iscala contains: Grid Views Chart Views Tracker Views Gauge Views Updateable Grid Views Mobile Dashboards Epicor Software Corporation

48 Sales Content Pack The Sales Content Pack for ICE for iscala contains 16 different dashboards with different view types including: Customer Customer Information (Mobile) Epicor Software Corporation

49 Service Content Pack The Service Content Pack for ICE for iscala contains 9 different dashboards: Customer Customer Information (Mobile) Customer Detail for Salesperson My Customer Customer Credit Information Stock Item Service Order Overview Execution Service Orders Service Order Monitor Epicor Software Corporation

50 Purchase Content Pack The Purchase Content Pack for ICE for iscala contains 10 different dashboards: Supplier Summary Supplier Tracker (U) Supplier Information (U) Purchase Advisor Open Purchase Order (U) Purchase Order Information (U) Purchase Payment Planning Purchase Requisition (U) Purchase Requisition Approve (U) Stock Planning Epicor Software Corporation

51 Finance Content Pack The Financial Content Pack for ICE for iscala contains the following dashboards: GL Workload Journal Entries Chart of Accounts GL Balance Summary GL Profit and Loss Balance Summary GL Statistical Accounts Summary GL Budget Balance Summary Budget vs Actual Sales Ledger Ageing Purchase Ledger Ageing Journal Summary Epicor Software Corporation

52 Inventory Content Pack Stock Item Summary Stock Item Updatable Stock Transactions Stock Transaction Updatable Price List Summary Price List Updatable Warehouse Information Warehouse Information Updatable Serial Numbers Epicor Software Corporation Stock Planning

53 Inventory Content Pack Asset Master Updateable (Transactions On/Off) Reporting Level Asset Master Updateable (Transactions On) Asset Master (Transactions On/Off) New Asset (Transactions On) New Asset (Transactions Off) Asset Depreciation (Transactions On) Asset Depreciation (Transactions Off) Net Book Value (Transactions On) Net Book Value (Transactions Off) Sold/Scrapped Asset (Transactions On) Sold/Scrapped Asset (Transactions Off) Asset Schedule (Transactions On/Off) Epicor Software Corporation

54 Protecting your ERP Investment Epicor Software Corporation

55 Get Involved Available Planned Generally Available Wishes and Ideas Dev Epics and Stories Available Now Early Access Program Coming Soon Controlled Release Generally Available Anticipated by EOY Controlled Release Early Access Program Epicor Software Corporation

56 Thank You

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