What's New on Release 26.1What's New on Release 26.1
eConnect users – if you use eConnect to install software on your clients, they must be on version 3.371 or higher before you can do the upgrade to Release 26.1. If you receive patches automatically (Vista Bedcheck) and are on Release 26 or Release 25.1, this upgrade has occurred automatically via Patch. Confirm your clients are on this version of eConnect and re-establish the PC that will be your eConnect Manager Console. If you do NOT receive patches automatically or are NOT on Release 26 or 25.1, install the eConnect.msi on the Release 26.1 Eagle Client Applications CD. Access the eConnect User Guide at http://www.epicor.com/eaglerelease/.
Dynamic Promotions Enhancements
Eagle Text Messaging Enhancements
Purchasing and Receiving Enhancements
Accounts Receivable Enhancements
Accounts Payable/General Ledger Enhancements
Telecommunications/National Account Enhancements
Digital Receipts – New E4W Option 1737 “Do receipts emailed to cash customers also print?" allows you to determine if emailed receipt should be also printed. The following choices are available for this option:
Y - If you always want the emailed receipt to be printed (the default to preserve current behavior).
N - If you never want the emailed receipt to be printed.
P – If you want the clerk to ask the customer if they want a printed receipt (answer will default to Yes).
X – If you want the clerk to ask the customer if they want a printed receipt (answer will default to No).
Notes:
Regardless of how this option is set, the receipt will always appear on the Electronic Journal as well as the Document Archive.
This option only applies if both options 5784 "iNet email POS invoices on System" and option 1012 "POS 2.0 Digital Receipts on System" are Yes, and on transactions for the MIV Default Cash Customer (option 330) when the MCR's “Email Invoices/Credits” flag is set to R or S.
Digital Receipts - The POS ‘Email Receipt’ dialog now allows you to take one of three actions when you are prompted to ask customers whether they want to receive their receipts by email (previously only two actions were available). The new action enables you to click <Never>, flagging the account to never receive receipts by email, and don’t ask again. The <Cancel> action only declines the current operation but next time the customer shops you will have the chance to ask them again if they want receipts to be emailed. This dialog applies when option 9783 “Ask cash/loyalty customers if they want receipts emailed?’ is set to Yes, the Customer Maintenance (MCR) "Email Invoices/Credits" flag is set to "blank" and transaction is not for the MIV Default Cash Customer (option 330).
POS ‘Missing Email Receipt’ dialog now allows you to take one of three actions when you are prompted to ask customers for their email address (previously only two actions were available). The new action enables you to click <Never>, flagging the account to never be asked for their missing email address, and don’t ask again. The <Cancel> action only declines the current operation but next time the customer shops you will have the chance to ask them for their email address. This dialog applies when option 9782 “Ask loyalty customers for email address?” is set to Yes, the "Email Invoices/Credits" flag is set to "blank", the Contacts tab does NOT have an email address in Customer Maintenance (MCR) and transaction is not for the MIV Default Cash Customer (option 330).
Note: You can use either Option 9783 (for the Email Receipt dialog) or Option 9782 (for the Missing Email Receipt dialog) but not both as they are mutually exclusive.
The customer’s subscription expiration date now displays in the ‘Loyalty Summary’ dialog in POS for Local Loyalty users who use Subscription Renewal (Option 9867 “Loyalty subscription renewal on system” is Yes). This dialog gives a summary of the customers’ loyalty status including their reward history. You can display this dialog by clicking on the ‘Misc Menu’ in Point of Sale and selecting H “Enter Loyalty #/View Loyalty Summary”, and then click on the <Summary> button. You will see the new field “Renewal Date”.
New E4W Option 1726 “Print Location Codes on Loading Ticket 40-column Receipt” gives you the ability to print the item’s locations (up to 6) on the Loading Ticket 40-column receipt. This applies to not only the pickup receipt but also to the return receipt if option 3121 “Print Loading Ticket for Returns” is set to Yes.
Existing E4W Option 8414 “Prompt for return reason?” has the new choice D “Defect Description too” which allows you to require a clerk to enter a text description of the defect when an item is returned or exchanged defective (Return Type is D or X). The description entered in the “Defect Description” text box will print on that item’s defective returns receipt if option 9499 “Print defective return receipt for item returned/exchanged as defective” is set to Yes.
Note: Only the store’s defective item receipt will have these comment lines, the customer’s receipt will NOT.
Ingenico’s PIN Pad display: Previously when a posted item was voided or changed, this display would clear all lines from the display and then display the item which was voided or changed. Now with option 1494 set to R, the display will no longer be cleared when changing or voiding an item. Voiding an item will simply append that item to the list of items already on the display showing the ‘Voided’ status in place of the price. Changing an item will first attach a ‘Voided’ line of the item with its previously posted quantity, and then a second line showing that item with its new quantity and/or price.
Consumer Digital Display monitor: Unlike the Ingenico, this monitor didn’t clear the items when an item was voided or changed. Now when option 1494 is set to R, just as on the Ingenico when an item is changed a line will be appended to display a void of that item with its previously posted quantity, and then a second line will follow showing that item with its new quantity and/or price.
The Deposit Activity Viewer (VIEWDK) now shows deposits which have been refunded (partially or completely) and this amount will display as a negative amount in red.
New E4W Option 1729 “Taxable total reflects trade discount?” in POS Totals screen is available. Choices are:
Y – allows you to define the Taxable Sales on the POS Totals screen to be the Taxable Sales minus the transaction's trade discount.
N – allows you to define the Taxable Sales on the POS Totals screen to be the Taxable Sales before the Trade Discount is subtracted.
Note: The Tax amount on the POS Totals screen will always be the tax for the taxable sales less the trade discount. Please note, this option applies to not only customer-based trade discount and manual trade discount but also to Type 7 Dynamic Promotions where the benefit is given as a Trade Discount (not a credit SKU).
Option 8880 "Ace Rewards Coupon Web Validation Enabled" has the following enhancements:
New Option 8870 “Ace Rewards Coupon Send Voids” set to Yes allows an Ace web coupon already approved and posted to a POS transaction to be resent to Ace as voided so that it can be immediately available for re-use. The coupon will be sent to Ace as voided if:
The Ace web coupon is voided from the transaction.
The transaction with an Ace web coupon is voided.
The loyalty # on the transaction is changed from one loyalty # to another.
The customer # on the transaction is changed to another # not associated with the coupon.
New Option 8882 "Ace allow override of invalid web coupons” set to Yes allows a store level override of Ace web coupons that were not validated by Ace corporate for use by the consumer. Set the new Security bit 1139 “(MO) Allow invalid web coupon on POS transaction” to Yes or No to allow / disallow employees to perform this override function.
Use new Option 1738 “Require 'randomized' character to dismiss these specific POS messages” to determine which POS messages will require the clerk entering a random character to dismiss the message dialog. For this release three types of messages are available in this option:
Customer May Not Charge
Item Note Types 2 and 4
Customer Note Type 7.
New E4W Option 1728 “Validate Credit Card authorization code format on forced transactions” set to Yes allows you to verify whether a manually entered authorization code consists of six characters in length and characters 0-9 and/or A-Z. If the manually entered authorization code does not conform to this format, the clerk will receive a warning and will need to enter a code that meets these requirements.
New E4W Option 1719 “Composite Header Tax code with Max Tax Component updates Non-Taxable?” applies to customers that have a composite header tax code that has one or more components with a maximum taxable amount. It determines if non-taxable sales of the component tax code(s) which has a maximum taxable amount are reflected in the composite header tax code’s non-taxable sales. Set this option to Yes to determine whether the component’s non-taxable sales will be included in the header composite tax code’s non-taxable sales.
Existing E4W Option 320 "Print Savings Line on Receipt Printer?" set to Yes now allows you to print the transaction's total "You Saved" amount on the standard enhanced invoice forms (previously it printed only on the receipts).
New Option 1732 “Dynamic Promotions (DPs) – default for Prorated Return Price on Totals – Based” (requires using Returns Validation). Set this option to Yes to use the prorated return price for items purchased on total-based Dynamic Promotions Type 7 “Discount off ‘discountable’ total (tiered)” and Type 8 “Discount off ‘all item’ total (tiered)”. This option can be overridden in MDP by using <Change> on that promotion and setting the Prorated Return Price? field to No. When this field is set to Yes, the system calculates each item’s return price based on its percentage of the transaction total (before the Dynamic Promotion discount), then multiplies this percentage by the total DP Discount. This prorated amount of the discount is then subtracted from the item’s selling price to give its prorated return price. When this option is set to No, the return price is based on the items’ original selling price rather than on the transaction total percentage.
Dynamic Promotions Types 4, 5, 6, and 13 now calculate a return price when the benefit / promotion is given as a Credit SKU.
Notes:
Set Option 9807 “Dynamic Promotions – print Return Value on receipts and enhanced forms” to Yes to see this return price printed on the customer receipt as the “Return Value”.
You can view the return price in the “DP Return Price” column in QuickRecall Document Viewer.
Set Option 9528 “Returns Validation - use Return Price for Dynamic Promotions” to Yes to use the DP Return Price from QuickRecall on validated returns.
Option 8942 “Returns Validation – use net return price?” only applies to DP Type 7 and only if its Prorated Return Price? field is set to No.
Dynamic Promotion discounts now display on the POS Consumer Display in real-time. Set the existing option 1494 “Enable redisplay of adjusted pricing on checkout’s consumer display” to the new choice R “Real – Time Dynamic Promos” to have Dynamic Promotion discounts appear on the Consumer Digital Display monitor or the Ingenico PIN Pad’s display as soon as the qualifying purchase and/or coupon triggers the promotion. Regardless of the type of discount ($’s off, percentage off, free) or the method for applying the discount (reduced price or credit sku), the consumer display shows the customer the discount amount. Also the Subtotal line on the Consumer Digital Display updates to reflect the discount.
The first 4 characters on this discount line is “===>” to draw the customer’s attention. You can customize this indicator as you’d like with options:
1739 “Consumer Display indicator for Dynamic Promotions Discounts” – perhaps DISC is preferred.
1740 “Consumer Display indicator for Dynamic Promotions Gift Cards” – perhaps GIFT is preferred.
Use option 1749 “Consumer Display - format of Dynamic Promotion's Discount Amount” to customize the display format of the discount amount. Select the presentation type you feel will be clearest to your customers.
Notes:
You can recalculate and redisplay the total discount of each Dynamic Promotion the transaction has qualified for by using the posting menu A (Dynamic Promotion Pricing) and selecting <Refresh Display> in POS. This will display the "===>Recalculation of your discounts<===" text line followed by the total discount of each DP.
If you want to revise the description of the promotion which is displaying on the Consumer Display, in MDP find and highlight the promotion, press <Change> and revise this wording in the "Print on Receipt" field.
Eagle Text Messaging now has three new options which allow you to define your own ‘end of text’ message for Rainchecks (back in stock item receipts), Special Orders (item receipts), and Service Orders (order status change) (i.e. “Do not reply to this message” or “For more information, call xxx-xxx-xxxx”):
1720 “Text for Rain Check’s ‘end of text’ message”.
1721 “Text for Special Order’s ‘end of text’ message”.
1722 “Text for Service Order’s ‘end of text’ message”.
Note: Option 1679 is the default value for the ‘end of text’ message for non-specific texts sent from POS Totals Menu, Customer Viewer, MCR, ROA, MOI, and CANV. You can overwrite it with your own ‘end of text’ message when you are sending a text from one of these applications.
A new <SMS Text> button is available on the ribbon (or toolbar) in the following applications:
Customer Maintenance (MCR)
Received on Account (ROA)
Open Item Maintenance (MOI)
Customer Activity Notes (CANV)
Use this button to send a text to a customer. If a customer is displayed, the Mobile Phone dropdown in the ‘Send Text Message’ dialog will contain the customer phone number. Select a mobile number from the dropdown, or type in the phone # of the device you want to send the text to.
Use the Customer Activity Notes Viewer (CANV) in Customer Maintenance to see texting history for customers. This includes texts for Raincheck items which are back in stock, texts sent from the Customer Viewer, and texts sent using the <Send Text> button in MCR, ROA, MOI, or CANV.
Note: This viewer is available when Option 3600 “Eagle for Windows Customer Activity Notes on system” is Yes and security bit 728 “Allow access to Eagle for Windows Customer Activity Notes” is Yes.
Texts that are specific to a POS transaction are now recorded in the Document Notes. This includes texts for Special Order Received, Service Order Completed, and texts sent from the POS Totals Menu using <Send Text>. You can access the Document Notes in several ways:
Display the transaction in POS. From the header Menu button, select ‘Enter Document Notes or Delivery Instructions’.
Or from POS order viewer, display selected transaction and click the Notes hotlink.
Or from Quick Recall for invoiced transactions, display transaction and select the Misc Menu option N 'View POS Order/Delivery notes'.
If you have your own local loyalty program (Option 1182 Loyalty Program is L or G) you can set new Option 1723 “Prompt for Loyalty Account on PIN Pad” to Yes to give your loyalty customers the ability to link the transaction to their loyalty account by entering their phone # on the PIN Pad. With this enhancement, the consumer doesn’t have to expose the phone number and the cashier doesn’t have to look up the customer’s account.
To use this feature you must set up the following options:
Option 1182 Loyalty Program = L or G
Option 1723 Prompt for Loyalty Account on PIN Pad = Yes
Option 1724 Loyalty Account lookup confirmation on PIN Pad = Email Address or Street Address
Option 1747 Loyalty Account PIN Pad lookup applies to accounts without Loyalty # = Yes or No
Option 5010 Change customer when entering loyalty # at end of transaction = C (Change Customer)
Option 140 POS Link Window = Y (on demand only) – we recommend setting this option to Y since the PIN Pad will ask the customer for their phone number, hence the clerk no longer needs to enter/scan the loyalty ID.
Cashier scans/posts an item to POS.
PIN pad will display prompt for Loyalty Account Phone Number.
Consumer enters phone number on PIN pad and presses Enter.
Cashier is done with posting items and presses Total.
POS will display “Waiting for customer’s selection on the PIN pad” and PIN pad will display “Is this your email address?” or “Is this your address?” prompt depending on option 1724.
Consumer confirms the email address or street address is correct and presses OK on PIN pad.
POS transaction changes to the matching customer number and proceeds to Totals screen for payment.
Notes:
If new option 1747 "Loyalty Account PIN Pad lookup applies to accounts without Loyalty #" is set to Yes and the phone # entered belongs to a non-Loyalty account (MCR's Loyalty ID is blank), POS will proceed requesting verification of the address and with acknowledgement changes the transaction to that non-loyalty account.
If
option 1747 is set to No, then Point of Sale will display
the "No Loyalty ID for this phone number" dialog
when cashier presses <Total>. Clicking <OK> will
display the "Loyalty Club" dialog to the cashier
populated with the phone # that was entered on the PIN Pad,
and the PIN pad will display Loyalty Account Phone Number
prompt. The consumer can enter a different phone number, or
the cashier can press <ESC> to look up the account by
Name in the Customer field at which point the clerk may ask
the consumer to sign up for loyalty.
The Item Bin Labels Report (RBL) printed from the Item Change File now has the new From/To field “Date Created” to limit the items printed to only those whose change date is within this date range.
Inventory Import functionality has been improved to include the following new fields:
Decimal Quantity Allowed (values O, N, or Y)
POS No Charge SKU (values N, Y, or Z)
Special Order SKU (values N or Y)
Sellable in this Store (values N or Y)
Hazardous Code
Signature Required Note.
These fields are updated directly, meaning they do not get processed with Flexible Inventory Load (FIL) and the Inventory Load Report (PFL).
The existing ‘Restricted Use UPC’ feature controlled by security bit 1062 “Ability to generate 'restricted use' UPCs in Maintain UPC Codes” now allows you to define what the first 6-digits of the UPC will be. Enter these 6-digits in Option 1748 “Restricted Use UPC numeric prefix”.
Modify Receiving Documents (MRV) – Use a new Misc Menu choice “Scanned PO Documents” to view the scanned documents related to the PO currently displayed in MRV.
Note: Requires security bit 922 “Document scanning feaure - Access Vendor/PO scanned documents”.
New Option 9476 “Store specific fields to copy to synchronize with other stores (MVR) – 2” allows multi-store users to update the value entered in the “Billing Store” tab in Accounts Payable for all stores at once.
Purchasing and Receiving (MPO) posting grid now has a new "Date Added+" column that displays the date an item was added to inventory. Option 8285 “Display the PO create/maintain posting grid in expanded format?” must be set to Yes to see the values in this new column.
Option 8958 “Lookups forced to uppercase (case insensitive)” has a new choice 6 “Customer Contacts Name”. This choice allows you to change all existing customer contact’s names to uppercase so you can no longer have an account with the same contact entered more than once, for example: John Smith and JOHN SMITH.
N Series’ Active Customer Viewer in Customer Maintenance allows you to update the 'Customer Status' flag which was added on Release 26. This field is now also mapped in Compass.
Customer Maintenance Changes Viewer (aka ‘Customer Change Log’) tracks changes in the MCR “Customer Status” field. The Source of the change will be ‘Cust Maint’ when it is updated from MCR or by RCCU. The Source will be ‘POS’ once a clerk reviews and corrects the customer’s information in POS.
Note: This field does NOT apply to Ace Rewards customers.
Option 1700 "Auto-assign Loyalty Dollars ID in Customer QuickAdd" now applies not only to the loyalty customers added in MCR and POS Customer QuickAdd but also to the customers added in iNet and Tablet POS.
General Journal Transactions (GGMU) now has the ability to enter values on manually added journal transactions in the following fields: Invoice Number, Voucher Number, Check Number, Bank Code, PO Number and Vendor Code.
The ability to change these six fields requires setting new Option 1736 “Allow making changes to GGMU grid” to Yes. Note: Setting this option to Yes allows you to change these fields on all journal transactions, not just those which were manually added.
Purchasing to A/P Passoff (APP) has a new E4W Option 1731 “AP Vouchers created by APP have User ID set to the user who ran RRP-F”. If this option is set to Yes, it allows you to create AP Vouchers with the User ID of the person who ran the RRP-F. When this option is set to No, APP will create the AP voucher with the User ID set to 'RRP'. Note: If you are setting this option to No, you may also want to set option 428 "Rewrite user ID on voucher" to No.
Weblinks were added on Release 25 as a feature of Eagle N Series. They are URL’s that can be tied to websites, images, PDF files, etc. Weblinks can be associated with items, customers, and vendors. The following enhancements have been made to Weblinks on Release 26.1:
The Inventory Viewer, Customer Viewer, and Vendor Viewer each have a new column called “Weblink” which will show the hyperlinked value “Weblink” if that entity has at least one weblink associated to it. Clicking the hyperlink displays the weblinks for that entitiy. Note: Option 8287 “Display the Inventory Viewer in expanded format?” must be set to A, H, S, or Y to see the Weblink+ column in the Inventory Viewer.
You can now add and maintain the Weblinks in their applicable viewer. In the Inventory Viewer use the new Misc Menu choice “Add Weblink" to add a weblink for the highlighted item, or use “Maintain Item Weblinks” to access the Item Weblink Maintenance Viewer where you can see Weblinks for all items. The same functionality is available in the Customer and Vendor Viewers.
Weblinks for items in a vendor’s electronic catalog (for example, the "Catalog Vendor Item" weblink) are now included to the item’s weblinks in Inventory Maintenance (IMU).
A new 'Product Source+' column is available in the Purchasing and Receiving (MPO) item posing grid to select Ace’s Product Source.
Note: Option 8285 “Display the PO create/maintain posting grid in expanded format?” must be set to Yes to see the values in this new column.
Eagle is now capable of automatically generating defective purchase orders for items returned as defectives at Point of Sale. These defective purchase orders can then be transmitted to Ace for further review on Acenet.
Note: For further details on how to set up and use this program, please refer to the Ace Way of Retailing section of Acenet.
New security bit 1135 “Display Pharmacy Adjudication Messages” and 1136 “(MO) Allow Clerk to clear pharmacy adjudication messages”.
New security bits 1137 “(MO) Cancel or submit incomplete controlled substance tracking ID” and 1138 “(MO) Cancel RX controlled substance tracking ID entry”.
A new Go To Menu 5 “Maintain Loyalty Constants” allows to set the constants for the customer’s loyalty program in Options Configuration. This applies to all loyalty programs. Previously these constants had to be set in Network Access.
Existing Option 1180 "Mobile Batch Receiving enabled" set to Yes now allows you to enter more than 18 POs for the batch in MRB. Once you have entered 20 POs in the list, press <Add More> to add 20 more until you finish selecting POs.
1135 “Display Pharmacy Adjudication Messages”.
1136 “(MO) Allow Clerk to clear pharmacy adjudication messages”.
1137 “(MO) Cancel or submit incomplete controlled substance tracking ID”.
1138 “(MO) Cancel RX controlled substance tracking ID entry”.
1139 “(MO) Allow invalid web coupon on POS transaction”.
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