The following explains the changes to Epicor Eagle™ Accounts Receivable for Windows on level 25.1097.50 (Eagle for Windows level 12.1159.80). For additional information about a particular enhancement listed below, click on the blue underlined text associated with it. To return to this page, click the Back button.
(General Ledger users only) You can now set up multiple allowance accounts for use when applying allowances to open item accounts in the Received on Account (ROA) window. For example, you may want to pass off some allowances to a "write-off" account, and others to a "discount" account. In the ROA window, you simply select the appropriate allowance account. You then pass off the information to corresponding allowance accounts in the General Ledger.
You can now quickly and easily get a sales summary for a particular customer. From the Go To menu of Customer Maintenance, select Option Q, Customer Sales Summary from QuickRecall. Then simply select the customer/job/store, select what type of sales summary you want (daily, weekly, monthly, calendar year, calendar quarter, date table period, or date table year), enter a starting and ending date, and press Enter. The system retrieves the appropriate sales information from QuickRecall and displays it in the grid. The system accumulates the POS totals for each period with and without tax, and the Gross Profit Dollars and the Gross Profit Percent are calculated from the total without tax.
You can now print accounts that are EITHER past due OR over their credit limit in one report by using the new Select Option U on the A/R Aging Report (RAG). Before this change, you would have to run two separate reports, one for past due accounts, and another for accounts over their credit limit.
The following Accounts Receivable options have been added to the Options Configuration window:
”Cash (*) accounts display Running Balance, Acct Highest Balance, & Aging.” Set this option to Yes if you want the Customer Maintenance window to display a cash account’s Running Balance, Highest Account Balance, and aging buckets fields. Otherwise, set this option to No. Note: normally, the ”Highest Account Balance” field can be changed, but if this option is set to No, it will be blank and you cannot change it.
”Update Non-taxable sales for 0% line item tax codes.” Set this option to Yes if you want the sales for items with a line item tax code, where the rate of that tax code is 0%, to get recorded on the RDJ as non-taxable sales. Setting this option to Yes will affect the traditional tax totals on the RDJ as well as the RDJ option Z totals (option Z is used for automatic passoff to G/L).