AutoCOR Software Demonstration

AutoCOR is a collaborative order requirement solution between AIM and Epicor for automotive production part suppliers. It helps you comply with OEM and Tier 1 & 2 obligations for EDI, shipping and bar code labeling including IATF 16949:2016
requirements.

1. Welcome! AutoCOR utilizes the AIM AutoSys EDI, Bar Code and Orders applications and along with Epicor Enterprise Resource Planning suite to deliver a true demand management system for midsize to large automotive suppliers. AutoCOR deploys a utility for greater supply chain management . AutoCOR exchanges data with your Epicor v9 or Epicor v10 manufacturing solution via our proven AIM Data Gateway. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 AutoCOR Process Flow AIM AutoSys AIM Data Gateway Epicor Supply Chain Management Epicor Financial Management Epicor Sales Management Epicor Production Management Epicor Planning and Scheduling Epicor Project Management Epicor Product Data Management Epicor Service Management Epicor Human Capital Management Epicor Customer Relationship Mgmt. Epicor Enterprise Performance Mgmt. Epicor Governance, Risk and Compliance Epicor Business Architecture Epicor Global Business Management Deployment Options Contact Us

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3. EDI ANSI ASC X.12, UN/EDIFACT, ODETTE EDI standards Fully mapped EDI transactions for over 300 trading partners Pull and update inbound communications while unattended Auto-schedule outbound communications Translate different Trading Partners EDI transmissions into a common data format Perpetual Maintenance Warranty on EDI SHIPPING Meets supply chain logistic requirements of the MMOG/LE guidelines Assists auto suppliers with internal reviews and customer audits Generates all necessary shipping documents (Bill of Lading, Shipper, Invoice and Export Papers) and Advance Shipment Notifications Auto-create shipper based on 862 Shipping Schedules or manual order requirements Setup standard messages by item number and destination can be setup saving time when creating shipping and invoicing documents Retro-billing capabilities Automatic freight invoicing Track ship delivery performance and expedited shipments Parts Per Million reporting Release Accounting Analyze and group releases and manual orders into standard format to create demand flow basis for smoothing Handles electronic & manual blanket orders and spot buy orders Provides flexible processing of JIT and weekly releases with ship code logic Access to full shipment history Perform model year changeover with blanket and cum processing utilities Provides part requirement and daily ship reports to track customer demand against shipments Provides Sales Forecast, Behind Schedule and Release Net Change reporting Tracks shipping variances from release to release AIM AUTOSYS (1 of 2 slides) AIM AutoSys is a true Demand Management system for automotive suppliers like you who must use EDI and manage released demands against purchase orders from multiple trading partners or need to follow AIAG based label formats and comply with a number of different audits, including the new MMOGLE . BAR CODE LABELING Easy-to-use label input Specific entry for each trading partner Print serial, master and mixed labels Meets AIAG specifications Print labels by batch number Print labels by label size Print new labels only Enter and print labels by color Supports Kanbans Report on shipped versus unshipped label Assign serial labels to shipper Assign lot number to serial label Next

4. Bar Coded Shippers SMART label concept identifies part, quantity and destination information simply by scanning the serial number Ship order worksheets automatically created from 862 shipping schedule information Supports hand-held bar code readers Staged order edit and approval Staged order purge  Automatically updates to Shipping module Standard messages by item number and destination Bar coded Physical Inventory Ability to scan lot tags for complete physical (vendor lot tags, system generated lot tags for part movement) Eliminates data entry errors on lot numbers Physicals that used to take a day are now completed in hours Inventory control Perpetual inventory Manual inventory adjustments Supports physical and cycle counts Inventory audit trails Inventory value reports Inventory item imaging Flexible warehousing, consignment warehouses Month-to-date and year-to-date history audit AIM AUTOSYS (2 of 2 slides) AIM AutoSys is a true Demand Management system for automotive suppliers like you who must use EDI and manage released demands against purchase orders from multiple trading partners or need to follow AIAG based label formats and comply with a number of different audits, including the new MMOGLE. AIM Mobility Android based tablet apps: Shipping Physical Inventory Streamlines work flow process Engaged user experience Reduces Input Errors Real-time validation and error checking helps accelerate business process and improves productivity Lower cost of ownership than RF scanners Next

5. AIM AuTOSYS EDI Translation, inbound and outbound Release Accounting including processing of EDI 830 and 862 inbound Generation and transmission of EDI 856 transactions outbound Maintenance of customer demand Processing of other EDI documents as required in the automotive industry Printing barcode shipping labels as required in the automotive industry Customer shipping transactions EPICOR Maintenance of customer sales orders and releases Maintenance of master files for customers, suppliers, raw materials, finished parts, etc. Purchase orders and receiving for raw materials and purchase parts Production management with and without jobs Production scheduling and shop floor control Inventory Control Accounts Payable and Accounts Receivable General Ledger and Financial Reporting AIM DATA GATEWAY The AIM Data Gateway is a publish and subscribe method for passing data between systems. The AIM Data Gateway will be used to provide the following functions for organizations using Epicor ERP version 9 or Epicor version 10 in the automotive, heavy truck and other industries with similar requirements. Next

6. modules Purchase Management Sourcing and Procurement Inventory Management Customer-Managed Inventory Supplier-Managed Inventory Shipping and Receiving Warehouse Management Advanced Material Management Forecasting and Demand Planning Features and Benefits Complex inventory management functionality to increase inventory turns, enhance customer service, and improve profitability. Quickly capture inventory transactions and move inventory with a few simple scans using stationary, portable, wired, or wireless equipment. Track supplier performance, reduce inventory levels, improve on-time deliveries, and enhance your cash flow. Warehouse management that leverages Epicor True SOA for mobile data collection to seamlessly link your warehouse with your order processing and manufacturing operations. Compliance with Global Trade Standards including RoHS and WEEE. EPICOR SUPPLY CHAIN MANAGEMENT Removing processes that do not add value and synchronizing processes within and outside a company enable you to meet customer demands for lower cost and faster delivery. Epicor offers you a full range of Supply Chain Management (SCM) capabilities, built within a single business platform, based on industry-leading service-oriented architecture, Epicor True SOA . Epicor SCM is a comprehensive solution including purchase management, sourcing and procurement, inventory management, advanced material management, and warehouse management, and is complemented by order and demand management capabilities of Epicor Sales Management. Combined, you have the solution needed to satisfy customers and customer demand in competitive markets while maintaining lean inventory positions. Next

7. General Ledger Accounts Payable Accounts Receivable Cash Management Fixed Asset Management Consolidations and Eliminations Multicurrency Management Features and Benefits Manage all your financial transactions - including general ledger journal entries, financial budgeting and planning processes, accounts payable, and accounts receivable transactions and customer maintenance - all in one integrated financial system. The Epicor set of adaptable financial business processes will support both the local and global nature of business today, enabling effective operations in existing and new markets. Improve the financial health of your organization by leveraging the Epicor Enterprise Performance Management reporting tools to measure financial performance, and improve financial visibility across your organization. Reduce the time and effort required to create, process, and report numerous accounting entries with Advanced Allocations, configurable posting rules, and automated multiple books functionality. Fulfill Sarbanes-Oxley, GAAP, IFRS and other regulatory compliance and reporting requirements with the Epicor fully integrated financial management application suite. EPICOR FINANCIAL MANAGEMENT The combination of a competitive, global environment and mandatory regulatory compliance makes successfully managing your finances one of the biggest challenges companies face. It also represents a significant opportunity. Epicor Financial Management offers a refreshing new approach to business: a suite of accounting applications built for the highly regulated post-Sarbanes-Oxley Act world, built around a series of “global engines” that support effective financial management and control anywhere. Epicor Financial Management gives you access to real-time fiscal information and is distinguished by its broad focus on managing processes and resources, both within and across locations, companies, and global boundaries . modules Next

8. Estimate and Quote Management Order Management Demand Management Advanced EDI eCommerce Retail Point of Sale Features and Benefits Review incoming demand schedules generated manually or through Electronic Data Interchange (EDI) and manage sophisticated sales requirements. Generate accurate and timely estimates and quotes, and import data from a variety of customer and system sources. Simplify the business of accepting credit cards and provide a self-service storefront for your customers to place and track orders. Provide efficient service to customers at the point of sale for over-the-counter and retail operations. Demand management establishes contracts that can be linked to sales orders and releases to match each customer’s unique shipping needs. EPICOR SALES MANAGEMENT Customers ’ demands for choice and flexibility translate to real opportunity for companies that can respond with agility and speed. Epicor Sales Management delivers a comprehensive suite that enables you to produce accurate estimates, streamline your order-to-cash cycle, and fulfill perfect orders that ensure world-class customer satisfaction. By streamlining the sales process with centralized access to product, pricing, and customer information, orders can be generated with a minimal number of steps, enabling you to improve sales productivity. modules Next

9. Job Management Lean Production Manufacturing Execution System Quality Assurance Features and Benefits Innovative tools for better planning and costing with historical run and estimate-to-actual comparison to easily identify wasted processes and continuous improvement opportunities. Achieve significant productivity improvements and cost reductions with advanced quality functionality for documentation and compliance with ISO, automotive (TS), aerospace (AS), and FDA (21CFR11) requirements. Widen the scope of lean principles to encompass all bottom-line processes through work order-less Kanban manufacturing strategies and electronically triggered real-time manufacturing to pull rather than push products. Integrated, easy-to-use MES system for online visibility of plant floor and plant-based transactions with touch screen and bar coded enablement for reduced errors and simple data entry. This solution enables continuous performance initiatives, real-time connectivity, and intuitive business intelligence-from the shop floor all the way through to your supply-chain partners. EPICOR PRODUCTION MANAGEMENT As the global marketplace continues to shrink profit margins and customers become more demanding, businesses are looking for agile solutions that can provide the infrastructure they need to respond quickly and efficiently. Epicor offers a comprehensive solution for make-to-order, mixed-mode, make-to-stock, engineer-to-order, and configure-to-order manufacturers; including light assembly features for distribution businesses. Modular in design, the production control suite of modules includes Job Management, Lean Manufacturing, Manufacturing Execution Systems (MES), and Enterprise Quality Assurance. modules Next

10. Project Management Forecasting and Master Production Scheduling Material Requirements Planning Scheduling and Resource Management Advanced Planning and Scheduling Features and Benefits Check supply and demand of a part with available-to-promise functionality and imported forecast display by customer and part number. Consider production resources and create a visual finite schedule with a sophisticated, drag-and-drop multi-resource schedule board for improved schedule accuracy. Deploy effective multi-plant maintenance with information such as planning criteria and shared warehouses as well as establish criteria for plant transfers. Stay on top of project status and costs with a project tracker that uses visual indicators and drill down functionality for more efficient project completion. Multi-site management is designed to handle any combination of multiple offices, plants and warehouse (sites), or companies. EPICOR PLANNING AND SCHEDULING Performance driven companies have mastered the art of predicting and responding quickly to changes in customer demand with minimal business interruption. Precise and flexible planning and scheduling is imperative to efficient and profitable operation. Epicor offers a comprehensive solution for forecasting, material requirements planning (MRP), scheduling, and advanced planning and scheduling (APS) to meet the needs of today’s agile businesses. For companies with complex processes that require project management and resource management capabilities, Epicor Planning and Scheduling offers a comprehensive solution that is baked into the fiber of the product for unparalleled operational visibility. modules Next

11. Project Planning and Structuring Resource Management Time Management Expense Management Project Billing Project Analytics Features and Benefits Robust integration solution that includes project planning, resource management, time and expense management, billing and revenue recognition functionality so that compliance with contract requirements and accounting standards are easier to achieve. Embedded project analysis and reporting combined with business process management provides companies with accurate and up-to-date status information, and meaningful alerts to maximize billable time and manage a larger portfolio of projects. Flexible work breakdown structure (WBS) capabilities, including multilevel phases of a project, for added visibility and the ability to roll up costs for a WBS Phase to the main project-perfect for complex contract management and cross analysis of material class, burden, or labor type. Thorough online or on premise expense management that includes accurate recording of multicurrency expenses across projects, jobs, and service orders with audit trail and quick reimbursement capabilities, so costs can be closely managed. This solution enables continuous performance initiatives, real-time connectivity, and intuitive business intelligence all the way through to your supply-chain partners . EPICOR PROJECT MANAGEMENT Project success is critical to bottom-line profitability, yet many businesses struggle with projects running behind schedule or over budget. To be successful in a project environment, project management must permeate every aspect of your business solution. Epicor facilitates this by offering sophisticated project management software that is embedded within the robust capabilities of Epicor ERP. Epicor Project Management is a comprehensive solution for project managers who plan and execute simple or complex projects that can require intricate multilevel phases as well as strict project costing and billing. Project Management utilizes the detailed estimation, planning, scheduling, costing, and supply chain logistics of Epicor for complete control and analysis of any project . modules Next

12. Bill of Materials Routings Engineering Change and Revision Control Product Costing Product Lifecycle Management Product Configuration Features and Benefits Rules-based product configuration of highly customizable and dimensional products via straightforward, Web-enabled interface. Designed with full audit capabilities, analyze product cost on a customer-by-customer, part-by-part, and job-by-job basis, with recent costs and automatic cost rollups. End-to-end PLM with electronic vault with tight level of security to control access to documents, protect your specifications, CAD drawings, email messages and other documents from loss or unwanted access. Achieve control and detailed cost analysis of products with robust engineering change management, multiple revision control of products, and engineering workflow management. Easily share the current information contained in engineering documents, plant floor routings, change orders, sales orders, and quality documentation across the enterprise . EPICOR PRODUCT DATA MANAGEMENT Epicor Product Data Management (PDM) serves as a central knowledge repository for process and product history and promotes integration and data exchange among all enterprise users who interact with products-including project managers, engineers, salespeople, buyers, and quality assurance representatives. Epicor offers a solution for manufacturers that manages the powerful information traditionally contained in engineering documents, plant floor routings, change orders, sales orders, and quality documentation within a single solution that is easily shared across the enterprise. Epicor PDM provides a complete end-to-end solution to manage all aspects of a product’s lifecycle and promotes collaboration. modules Next

13. Mobile Field Service Contract Management Maintenance Management Returned Material Authorization Features and Benefits Give customers fast and effective service with access to detailed information about service contracts and warranties. Shorten service response time with effective case management by collecting detailed product problem information and using the integrated features to initiate requests to the appropriate resource. Centralize service call processing and maintain customers with effective field service dispatching, scheduling, alerts, and mobile device interaction. Improve business performance through the tracking of customer returns and reasons for rejected items. Improve uptime and lengthen equipment life span by performing proper preventative maintenance and maintaining thorough maintenance records . EPICOR SERVICE MANAGEMENT Epicor Service Management optimizes customer service with timely response to customer requests and puts knowledge in the hands of customer service personnel. Epicor understands that customers want rapid response service. From initial contact with the customer regarding an incident, to in-the-field operations, to processing returns quickly and efficiently, Epicor Service Management provides the visibility and accountability your business needs. Additionally, Maintenance Management helps you get the most out of your own capital assets, reducing costs, improving predictability and productivity, and deferring additional capital expenditure . modules Next

14. Payroll Human Resource Management Training and Recruitment Employee Self-Service Features and Benefits Complete payroll management and compliance from taxes and personnel information to reporting and customized content. Streamline HR processes with applicant tracking, benefit programs, workforce training, and government regulation compliance. Use employee self-service for efficiency, online communication, and employee satisfaction. Track training and certification requirements, schedule courses and instructors, and reduce regulatory audit pain. Epicor HCM delivers powerful business intelligence to enable strategic analysis of key business trends for better planning and informed decision-making . EPICOR HUMAN CAPITAL MANAGEMENT Epicor Human Capital Management (HCM) encompasses a range of solutions that help manage an organization's most valued assets - its employees - in a strategic and coherent manner. Today’s HCM solutions demonstrate the progression beyond the confines of the HR department, core payroll services, and human resource management systems (HRMS) to managing and developing talent and labor resources on a global scale, both strategically and cost-effectively. Epicor HCM delivers the necessary software support for all employee-related functions whether distributed or centralized . modules Next

15. Contact Management Lead and Opportunity Management Case Management Marketing Management Mobile Connect Features and Benefits Comprehensive and embedded end-to-end CRM processes ensure a world-class customer experience. 360-degree view of the entire customer, supplier, or partner relationship throughout the relationship lifecycle. Establish, monitor, and measure the entire marketing mix, forecasting, and pipeline for a greater return on investment. Manage customer contact from everywhere and shorten customer service response time by increasing effectiveness of incident capture and support requests. Automate marketing initiatives and drive new product introductions. EPICOR CUSTOMER RELATIONSHIP MANAGEMENT Customer relationship management (CRM) strategies are as important to business today as they have ever been. Epicor CRM will help you manage your entire customer lifecycle, from prospect to cash to care effectively, improve operational efficiency and accelerate growth - both internally and externally. CRM controls every aspect of a company’s interaction with its customers and potential customers from generating the lead, developing the opportunity, taking the order, producing and shipping or supplying the goods or services, getting the cash, and supporting the customer. Modular in design, the Epicor CRM suite of modules includes Contact Management, Marketing Management, Campaign Connect, Lead and Opportunity Management, Case Management, Sales Connect, and Mobile Connect. It can also be extended to office productivity applications with Epicor Information Worker . modules Next

16. Advanced Financial Reporting Budgeting, Planning, and Forecasting Operational Data Store and Data Warehousing Scorecards and KPIs Trackers and Dashboards Features and Benefits Visibility of up-to-date critical metrics across the enterprise fosters a culture of results-focused performance around a common vocabulary of measures. Comprehensive drill-around business inquiries known as trackers ensure real-time visibility of and access to your most important information. Numerous pre-packaged and role-based interactive dashboards offer a complete business picture and efficient exception management. Advanced reporting tools offer complete support for management, GAAP, IFRS, and other reporting standards as required, for easier consolidations, multicurrency conversions, inter-company eliminations and reconciliations, and multi-tier allocations. EPICOR ENTERPRISE PERFORMANCE MANAGEMENT Many businesses are finding that it’s no longer enough to respond to trends uncovered by complex business intelligence tools, managed and used by a limited few. In response, a new breed of enterprise business application has emerged that includes operational tools that measure performance as business happens; managing workflows, and alerting people as they work. Epicor Enterprise Performance Management (EPM) is an end-to-end solution that removes the barriers to better business insight through a combination of intuitive user experiences, user driven key performance indicators (KPI), and pre-packaged analytics that have real meaning to the business. Epicor EPM leverages the advanced analytic capabilities of the Microsoft platform and incorporates modern Web 2.0 concepts for unprecedented ease of use and ultimately business results. modules Next

17. Governance and Security Risk Management Environmental and Energy Management Global Trade Compliance Features and Benefits Mitigate exposure to risk with table and field level audit tracking, enhance controls and enforce policies with integral business process management, and model and manage processes efficiently with business-defined workflows. Enforce strong security management practices that support comprehensive management of user, process, and data tier security settings right down to securing objects like forms, fields, reports, menus, and business service method calls. Gain cross-organizational financial visibility and control over financial reporting, planning, and forecasting processes, while complying with corporate, finance, and international trade standards. Employ environmental and energy management for both corporate social responsibility and bottom-line savings, using strategic sourcing, logistics planning, product lifecycle management, and virtualization. Enjoy lean supply chain management (SCM) and global trade compliance including definition of global trade standards for items and bar codes, such as UPC UCC-12, EAN UCC-13, EAN UCC-8, and GTIN-14. EPICOR GOVERNANCE, RISK AND COMPLIANCE Organizations need transparency tools to mitigate risk and assure compliance. Effective Governance, Risk and Compliance (GRC) initiatives help companies stay compliant and ensure that all employees are aware of the associated risks of non-compliance. Epicor GRC is delivered through a combination of embedded capabilities, modules, and related services. It includes adherence to published Sarbanes-Oxley Act (SOX) standards in corporate and financial governance, as well as international accounting and financial reporting standards and generally accepted accounting principles (GAAP), while also incorporating support for international trade standards such as RoHS, WEEE, and NAFTA. Epicor GRC is designed to tackle compliance requirements and aid in corporate social responsibility initiatives. modules Next

18. Service-Oriented Architecture Microsoft .NET Framework Epicor Everywhere Framework Web Services Operating System and Database Independence Information Worker Web 2.0 (Content, Presence, Collaboration, Search) Business Process Management Updatable BAQs and Dashboards Service Connect Features and Benefits Blend business processes across multiple facilities or branches in harmony with the processes and systems of your customers, suppliers, and partners. Gain anytime, anywhere access to essential information for all your information workers, whatever their chosen interface or device. Accelerate user productivity with Enterprise Search, allowing users to find information in the ERP system with a familiar search interface and to link directly to details and to related application forms. Create and enforce unique business processes, alerts, and workflows without customizing the software. Compete more effectively with an expanding landscape of competitors on dimensions such as cost, quality, and response time by using collaboration and information access to empower your people. EPICOR BUSINESS ARCHITECTURE The business technologies of tomorrow must be intuitive, compliant, and productive. Epicor has created a new concept in software: an agile, next-generation business architecture. Epicor leveraged years of development experience on our 100% Microsoft® .NET SOA framework to create a business architecture called Epicor Internet Component Environment (ICE). It considers all logic, including the client, as “business services”, so all Epicor next-generation enterprise applications can be manipulated using Epicor business process management (BPM) and Epicor Service Connect. Epicor True SOA™ also features the Epicor Everywhere™ Framework, a unique technology that stores all client business logic as XML metadata. This permits Epicor applications to run as smart clients, or web clients, or on mobile devices, all from the same source code. modules Next

19. Multi-company Management Global Multisite Management Multicurrency Management Multilingual Data Management Master Data Management Features and Benefits Keeps integration issues at a management as opposed to a technology level, ensuring all tables, sites, plants, warehouses, and companies are kept in sync, and in turn reduces risk and maintains the quality of key data through automated stewardship. Makes geography irrelevant by enabling real-time connectivity between sites, entities, and business partners. Allows you to operate and view your business as one virtualized enterprise, ultimately increasing enterprise-wide productivity. Scalable deployment and hardware scenarios ensure the successful distribution of operations and information whether on a single or multiple databases, single, multiple, or virtual servers. Supports multinational user communities by allowing users to work side by side on the same system in their language of choice. EPICOR GLOBAL BUSINESS MANAGEMENT Whether through acquisition or organic growth, more and more companies are wrestling with the complexities of managing multiple business entities. Epicor Global Business Management ensures that no matter how distributed your organization becomes you can maintain business without barriers. To support the needs of today’s increasingly distributed business; Epicor offers robust global business functionality within its design, supporting local requirements for specific countries. Alongside comprehensive multi-company functionality is end-to-end multisite management which provides companies with multiple facilities and flexible options when setting up operations. Epicor Global Business Management offers organizations the essential tools needed to create and maintain a single version of the truth . modules Next

20. ON PREMISE You might have a solid infrastructure already in place, with ongoing professional network support, readily available. In addition, you may require the interface to and access of data on a real time basis from multiple databases for your business needs. You might consider an on site installation of AutoCOR products . HYBRID You may have a business model that is similar to one serviced by the cloud above, but also have need an on premise solution for high speed validation, integration or other proprietary reasons. AIM will work with you to create a hybrid solution that will meet both your global connection and specific business needs. We will be able to host your AutoCOR applications on your server, a remote server or combinations of both. GO TO THE CLOUD You might have a widely dispersed group of company partners who need access to a single database; in addition, you presently do not have network resources either employed or readily available to your location. You are looking for a third party to back up, restore and perform typical housekeeping functions, and are willing to pay for the database services that will rid you of these networking chores. You should look into AutoCOR provided through the cloud. DEPLOYMENT OPTIONS AutoCOR deployment is available as an on premise installation, cloud-based solution or a combination of both. This allows you to choose the deployment model that best meets your unique operational needs, resources and budget. Whichever option you choose you will have 24×7 unlimited access to your data. Next

21. Have Questions? We have answers! AIM Computer Solutions, Inc. 34673 Bennett Drive Fraser, MI 48026 Phone: [phone] or  [email protected]