(Document Scanning users only)
The following system options must be enabled on your system.
"Eagle for Windows document scanning feature on system" (ID# 49)
"Eagle for Windows System Management on System" (ID# 1611)
In addition, if you purchased the OCR capability (automatically assign attributes to scanned documents), the following system option must also be enabled on your system.
"Number of document scanning barcode OCR terminal licenses" (ID# 7030)
In Options Configuration, verify that the option(s) are set to Yes. In the Options Configuration window, set Subsystem to All and set Options to MSY - System Parameters to view the option. If the option is set to No, contact Epicor Direct at 800-538-8597.
Review and set up the following configuration options that apply to Document Scanning. For help with the Options Configuration window, click here.
RSM includes scanned or remote signature capture documents with invoices (ID# 3525). Set this option to Yes if you print invoices with your statements (RSM), and you want the system to automatically print any scanned invoices (and orders, if desired) in lieu of printing the archived version of the invoices. If no scanned invoice is available, the system prints the archived version. This option is useful if you deliver merchandise, and have the customer sign the invoice or order as proof of delivery. You can then scan the signed document when it arrives back at the store. Then when you print statements, the system prints a copy of the signed invoice that you scanned in (rather than the unsigned, archived version of the invoice).
The following options only apply if you have purchased the barcode OCR feature. Each standard Enhanced Form has the ability the print a barcode, which can be interpreted by the Document Scanning OCR feature. For each type of Enhanced Form that you may want to scan with the Document Scanning application, you should enable that type of form to print a barcode. Doing this allows the form to automatically load the document attributes during the scanning process.
Enhanced Form barcode prints for estimate (ID# 7507)
Enhanced Form barcode prints for order (ID# 7527)
Enhanced Form barcode prints for invoice (ID# 7547)
Enhanced Form barcode prints for credit (ID# 7567)
Enhanced Form barcode prints for transfer (ID# 7587)
Enhanced Form barcode prints for warehouse pick ticket (ID# 7647)
Enhanced Form barcode prints for backorder pick ticket (ID# 7667)
Enhanced Form barcode prints for transfer from Order Fulfillment (ID# 7687)
Enhanced Form barcode prints for packing list (ID# 7727)
If you haven't already completed the basic setup for Enhanced Forms, click here to go to the help topics on Enhanced Forms setup.
The following security bits are associated with Document Scanning:
751 (Subsystem = E4WDI )— Ability to access the Document Scanning Queue (DSQ) function
752 (Subsystem = E4WDI)— Ability to make and save document annotations?
753 (Subsystem = E4WDI)— Ability to access the Scanned Documents Viewer (SDV)
For more information about security, refer to the online help topics found in the Security book, which is under the System Management book. Or, click here to go to the overview topic for Security.