2022 EFP Product Packages

Epicor Financial Planner | EFP Product Packages

SaaS Financial Reports by EFP

SaaS EFP BASIC

SaaS EFP STANDARD

SaaS EFP THE WORKS

On-Prem EFP MID

On-Prem EFP MAX

2022 Plan

FEATURES AND LIMITATIONS BY PLAN Financials - Reports, Budgets & Forecasts feat. Machine Learning Financials Budgeting

NO NO

YES YES

YES

NEW: Machine Learning available in Budgeting & Forecasting

NEW: Machine Learning usage days per year included in plan

Unlimited

Web Financials Reporting w/ Report Wizard

Advanced

Advanced Standard Standard Standard

Advanced Advanced Standard Standard

Advanced

Basic

Native Excel Financials Reporting

Avanced

Advanced

Personalized multi-page Financial Dashboards

Standard Standard

In-line analytics in web reports Download Web reports into Excel Subscribe users to scheduled reports

- - -

YES YES YES YES YES YES

YES YES YES YES YES YES YES

Cash Flow automation

YES

Drill Down to Financial transactions

- -

NEW: Direct Drill Down beyond GL including Periodic Postings *1

General Ledger Connection

YES YES

Book Publisher for distributing Excel/ PDF reports

- -

Text Comments (Budgets and Reports)

Basic

Advanced

Server based Business Rules Automation

YES

Budget Workflow

Advanced Standard

Basic

NEW: Personalized multi-page Dashboards with Filters

Standard

Multi-level approval

YES

2 levels

Security and organization setup

Advanced

Standard

Multi-role stakeholders w/ delegation

YES

Scenario management

Advanced Standard

Standard

User Management

Basic

Financials - Enterprise features Multi-Company Consolidation Eliminations

YES YES

Multi-Currency

Reporting Currencies

Unlimited

Multiple Hierarchies for Accounts and other dimensions

YES

Included Legal Entities that can be set up in System

Unlimited

Advanced Excel Input Sheets & Reports Advanced Financials Pack (see below) Advanced Consolidation Pack (see below)

- - - - - - - -

YES

YES YES YES YES

YES

YES YES

Add-on Add-on

Add-on

Audit Trail

YES

Beyond Financials - Epicor & non-Epicor Data Sources Profitability Analysis Pack (see below)

Add-on Add-on

YES YES YES

Sales Pack (see below) Commission calculation

Add-on

YES

- -

Add’l Models extending to any Process/ Data Source

Unlimited

Reporting for any selected data/ models

YES YES

YES YES YES

Budgeting/ Forecasting for any selected data/ models

SQL integration to other data sources

On-premise connector for selected Models

Included Pre Built

Included

Business Rules

Advanced

Standard

Inter-model Business Rule and Logic Number of Source Systems supported

YES

Unlimited

Number of Environments in EFP

1 (Production)

2 (Prod + Dev/Test)

4 (Prod, Test, Dev, UA)

2 (Prod + Dev/Test)

4 (Prod, Test, Dev, UA)

SaaS instances (advanced in-group separation) Integration Epicor Kinetic using REST integration NEW: Epicor P21 using REST integration Requires P21 Middleware

YES

Epicor Kinetic, Enterprise / E7, iScala using Azure replication Epicor Kinetic, Enterprise / E7, iScala using SQL integration

- -

YES

YES YES

Data upload from any system

YES

YES YES

NEW: Azure AD integration - SSO

Epicor Financial Planner | EFP Product Packages

SaaS Financial Reports by EFP

SaaS EFP BASIC

SaaS EFP STANDARD

SaaS EFP THE WORKS

On-Prem EFP MID

On-Prem EFP MAX

2022 Plan

FEATURES AND LIMITATIONS BY PLAN Security Fully configurable security on user/ group level

YES

User Access Web User Interface

Advanced

Basic

Microsoft Excel (Office 365 only - latest version) Legacy Excel support - Microsoft Excel 2013 or later

YES

YES YES

*1 Requires REST connection to Epicor Kinetic

ADD-ON PACKS TO ABOVE PLANS Advanced Financials Pack Accounts Receivable (AR)

Accounts Payable (AP) AR & AP persononalized multi-page dashboards (only SaaS versions) Human Resources (HR) CAPEX (rule & input sheet - on-premise only) Fixed Assets (FA) (module - SaaS versions only) Virtual Segments in GL (like Customer & Supplier) (only SaaS versions) Advanced Consolidation Pack Advanced Eliminations Intercompany Matching including transaction currency Multi-Group and Multi-Level consolidation Configurable consolidation rules with automated journal NEW: Manual top-side Journal enties with Excel import option Advanced Currency handling including automated CTA journal Partial Ownership / Equity Method Complex ownership over time Sales Pack Sales Process by day (Orders, Invoices, customers, products) Sales Budgeting by Month or Day, Product, Customer Sales persononalized multi-page dashboards (only SaaS versions) Advanced Sales Statistics and Reporting COGS separation into cost buckets (Labour, Direct Cost, Material etc.) Sales Commissions Including both Orders and Invoices Profitability Analysis Pack Multi-dimensional allocations for profitability analysis Profitability by Products, Customers, Departments and more Daily automated Analysis Virtual Segments in GL (like Customer & Supplier) Microsoft Azure Data Connect Provides EFP data as secure native Tabular data source in Azure Additional analysis capability using Power BI, Excel or other tools Licenses for Power BI or other analysis tools needed not included

Add-on

Included

Add-on

Included

Add-on

Included

Add-on

Included

Add-on

Included

Add-on

Included

Add-on

About Epicor Financial Planner Epicor Financial Planner (EFP) delivers full financial reporting, planning, budgeting, performance management, and consolidation capabilities that complement your selected combination of ERP and line of business systems. It is designed to support a multitude of moderately complex to very complex business issues and is designed to scale as your business grows in revenue and complexity. To see a demo of Cloud EFP today or to inquire about its pricing, please email info@dspanel.com or speak to your Epicor Account Manager. You may also visit www.efpcloud.com for more info.

Contact us for more information on Epicor Financial Planner and sevices (+46)8.669.0340 info@dspanel.com www.efpcloud.com

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