The following explains the changes to Epicor Eagle™ Purchasing and Receiving 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.
You can now enter an alternate fax number in the Vendor Maintenance window for the system to use when faxing purchase orders from the Purchase Order Format Report (RPO). If this field is left blank, the system will use the fax number in the Vendor Fax Number field when faxing POs.
You can now place a checkmark by multiple items you want to delete from a purchase order, and press Delete once to delete them all. Before this change, you could only delete one item at a time.
A new field in Vendor Maintenance called "PO Item Number" controls what item identifier is transmitted to the vendor. The default is "S," which transmits the SKU (or alternate part number if one exists). If you always want to transmit the Mfg/Spcl # instead of the SKU, set this field to M. If you want to transmit the Mfg/Spcl # only if the Keep Stock Info field is set to No in Inventory Maintenance, set this field to B. Option B is particularly useful if you use "generic" special order SKUs for ordering special order items, and those items’ actual SKUs are in the Mfg/Spcl # field.
The following Purchasing and Receiving options have been added to the Options Configuration window:
"Display warning when posting a discontinued item". Set this option to Yes if you want the system to display--in addition to the "Discontinued" flag that displays in red--the warning message "this item is discontinued," along with a beep sound, if you try to post a discontinued item to a purchase order. You must press Enter to dismiss the message. What happens next depends on how you posted the item. If you posted by typing the SKU and pressing Enter (which displays the item in the posting area), you can either type in a quantity and post the item to the PO, or you can press Clear to clear the item from the screen. If you posted by typing both the SKU and the quantity and then pressing Enter, you will have to manually delete the item from the PO. If the item has a substitute or referral item in the True Value Catalog, the red "Discontinued" flag will instead say "Sub/Referral" and is "hot"--clicking on it will take you to that item in the True Value catalog. From the Catalog you can click the Order button, and the system will display the substitute/referral item in the PO posting area, and you can enter a quantity to add the substitute item to the PO. Note: this option is not supported in PO Upload from a Telxon/LDT.
"Display warning if none of the item’s vendors match the PO Vendor". Set this option to Yes if you want the system to display the warning message "None of the item’s vendors match the PO Vendor. Continue? Yes or No," along with a beep sound, when the item you’re posting to a purchase order doesn’t have a vendor that matches the PO’s vendor. The system will check the item’s Primary, Manufacture, and Alternate vendors (from the Vendor tab of Inventory Maintenance), but not the Secondary Vendor.
"Display Add/Replace/New menu when item already on PO". Set this option to Yes if you want the system to display a window when you try to add an item that already exists on the PO. This window has a "Quantity" field (if you’ve already typed in a quantity, it displays in this field), 4 menu buttons (OK, Replace, New Line, and Cancel), and a special order number if the existing item is on a special order. To add to the existing quantity on the PO, type in the additional quantity, and press Enter. To replace the existing quantity, type in the new quantity and press Replace. To add the item to the PO again as a separate line, type in the Quantity and press New Line.
"Allow cost to be marked as promo/temp cost." Set this option to Yes if you want to be able to flag items that have a promotion/temporary cost so that Inventory Maintenance is not updated with that cost. Once this option has been set to Yes, you can flag items in the Purchasing and Receiving window by displaying the item in the posting area, clicking Misc, and then selecting option P. The grid has a new field titled "Promo/Temp Cost". It will be Y if an item has a promo/temp cost; otherwise it will be blank. Finally, you’ll run the Receiving Report (RRP) with Update Prices option E ("Do not update cost with promo/temp cost from ERP") so that the promo/temp costs do not affect your Inventory file.
"Receiving report (RRP) prints cancelled/deleted items" Set this option to No if you want to exclude cancelled items from printing on the Receiving Report (RRP), which will make the report shorter and easier to read.