What's New
on Release 14 What's New
on Release 14
Offering a broad range of functionality, these new products are designed especially for medium-sized distributors who need a fully customer-centric management system, without the cost and complexity of massive enterprise systems. For information about purchasing please call Epicor Direct at 800-538-8597.
• Advanced Order Management
The order management process can range from the routine to the very complex. How efficiently you manage the process can greatly impact customer satisfaction and profitability. Advanced Order Management is a multi-point order fulfillment system designed to accommodate the various methods your business employs to fill your customer's orders. Advanced Order Management can benefit you if your system has any of the following:
A central distribution center from which you order merchandise
A shipping consolidation department
Multiple locations sharing inventories/transferring merchandise
The need to track backorders and procure substitute items
A warehouse picking and shipping environment
Pick/Pack/Ship / Customer Order Management provides you with sophisticated tools you need to optimize distribution from order and fulfillment through delivery, invoicing and service:
Ability to place non-stock items on estimates, orders, purchase orders, or on the "Buyers List"
You can add Special Order items to a Quote or Order (including items not in your inventory file), eliminating the need for two separate transactions
Customer-level flag to indicate if a specific customer allows substitutes or allows backorders
Quantities exceeding available quantity are automatically placed on back order. In addition, several options are available to help you better handle backorders: you can include back ordered items in transaction totals, automatically place backorders on Buyer's List," and automatically display a sourcing menu when an item has insufficient quantity available. Furthermore, backorder items only move to "on order" status when the quantity available can meet the need.
New committed quantity types: "reserved" and "released" quantities
Order Entry and Inventory Maintenance have a Sourcing/Order to Promise menu which can display automatically when there are insufficient quantities available
Customized forms for Order Entry ("Enhanced Forms") that fit your specific needs
Multiple new "release for picking" and "shipping" options
Ability to create a user-defined shipping methods table
Ship Via allows you to set up the various shipping methods you use in your business. The application comes with a default table that includes the UPS World Ship standard shipping codes, and can support multiple shipping tables. Ship Via also allows you to set up shipping types, and charge according to type. There are several ways to establish freight charges including Flat Rate, Shipper Factor (i.e. a mark up from cost) and a "free if over" value. You can even have a ship method that integrates to UPS World Ship, so that when you bring up a transaction in Order Entry, you can "hot key" into UPS World Ship to calculate freight and post the amount back to Order Entry. Upon invoicing, a tracking number linked to the UPS World Ship site will be imbedded in the QuickRecall document. When freight is posted to a transaction, the system will post multiple lines containing: 1) Your default freight SKU and the amount, 2) the number of packages, and 3) the tracking number(s).
Auto-post freight to an order with mark-up based on a custom freight table
Ability to mark an order as shipped
You can set up Hold Options that govern ability to invoice an order
Very flexible and powerful, the Order Detail Viewer provides line-item detail for open documents. You can see all the occurrences of a particular SKU across all transactions, or you can select a transaction type, such as orders. You can display all the items on order for a particular customer/job, or you could limit the display to a certain transaction type such as special orders. You can even view all items that have a particular status, such as Shipped, Backordered, Reserved, Released, Current Committed, Future Committed, Received by P.O., Expected by P.O., Transfer In, or Transfer Out. You can select all statuses, or just certain ones. This viewer can be accessed from the Misc Menu of the Order Entry/POS Order Viewer, or the Misc Menu of the Order Entry/POS Open Document Viewer (there is also an "Order Detail" link in this viewer).
Ability to create RMA’s (Return Material Authorization)
Maximize profits through efficient management of vendor rebates using your Eagle system. This new feature allows you to set up and easily track vendor rebates in Eagle for Windows. A vendor rebate is a negotiated agreement between you (the wholesaler) and a vendor to offer special pricing on a particular item, or items, to a specific group of customers for a certain amount of time. At the end of the rebate period, you receive money back from the vendor based on the specified customers’ purchases of the designated item(s). A new function called Rebate Plans, which is similar to Category Pricing Plans, is used to set up vendor rebate plans for specific customers.
• Include Order Balance in a Customer’s Credit Available
Pick/Pack/Ship / Customer Order Management users can reduce a customer’s credit limit based on their outstanding order balance. This feature is controlled by the overall Option "Use ’Order Balance in credit Available’ feature." Customer Maintenance has a new flag "Use Order Balance in Credit Available" which has the following choices: blank = Use Option’s setting, Yes = Yes, order balance reduces credit available, or No = No, order balance does not reduce credit available. Another new option, "Default for customer’s Use Order Balance in Credit Avail flag," tells the system how to interpret the field in Customer Maintenance if it’s set to blank. If you want the majority of your customers to have their credit limit reduced by their outstanding order balance, set the first option to Yes. Otherwise, the option should be set to No. In either case, simply set the exceptions in Customer Maintenance.
You’ll need to run the Open Orders/Pick Tickets Report (ROO) with option W to establish the current outstanding order balance for the orders/special orders already on your system. This feature can be used with Global Credit Limit, but not with Declining Credit Limit. The calculation for Credit Available when using this feature is: Credit Limit – Running Balance – Outstanding Order Balance + Deposits. The Outstanding Order Balance will include backordered items.
The Price Update Tools (Price Import Designer and Price Import) allow you to quickly import inventory pricing updates in the form of fixed or delimited flat files into the Item Price Change window ( IPC), saving you from the time-consuming task of manually entering price updates. Since the Price Update Tools import into the Item Price Change window, you can make any changes or deletions that might be necessary, as well as print bin labels, before activating the new prices. You can even save import templates for later use, reducing the time required for future updates. For information about purchasing these tools, call Epicor Direct at 800-538-8597.
The System Auditing and Reporting features give you the information storage that you require without all of the paperwork. Multiple search and sort options allow you to quickly view the information that you need, when you need it. For more information about investing in this exciting package, contact Epicor Direct at 1-800-538-8597. The following audit/reporting features are not available for the ISC operating system.
Inventory Transaction Register ( ITR) is a valuable application that tracks changes made to inventory items such as changes to quantity on hand or changes to pricing. ITR gives you the ability to keep a snapshot of every change made to an item (provided it is the type of change that is tracked by ITR) so that you can monitor your inventory patterns and quickly detect irregularities. For example, consider quantity on hand ( QOH). Each time QOH changes due to an item being received on a PO, sold or returned at POS, transferred, counted during physical inventory, etc., a record of the change and a snapshot of the item information at the time of the change, is logged as a record in ITR. ITR also allows you to pass off some of the changes, such as inventory shrinkage, to General Ledger. Use the ITR Viewer to view ITR records.
The Customer Maintenance Changes Viewer stores a record of every change made in Customer Maintenance, including any customer accounts added, changed, or deleted. Accounts added through POS are also recorded in the Viewer, as well as any changes made to account numbers in the Change Customer Number/Job dialog. When account information is changed, one change record is generated for each field changed. You view the Customer Maintenance Changes Viewer from the Go To menu in Customer Maintenance. You have many viewing alternatives─you can choose to view a particular account's change records, or you can view all customers for a range of dates. When viewing by date, you can view all changes, or you can limit what displays to a particular field, only accounts added, or only accounts deleted. You can even view a snapshot of how the account looked before the first change was recorded by double-clicking on Starting Detail in the viewer.
The Vendor Maintenance Changes Viewer stores a record of every change made in Vendor Maintenance, including any vendors added, changed, or deleted. When vendor information is changed, one change record is generated for each field changed. You view the Vendor Maintenance Changes Viewer from the Go To menu in Vendor Maintenance. You can choose to view a particular vendor's change records, or you can view all vendors for a range of dates. When viewing by date, you can view all changes, or you can limit what displays: you can view only changes to a particular field, only vendors added, or only vendors deleted. You can even view a snapshot of how the vendor record looked before the first change was recorded by double-clicking on Starting Detail in the viewer.
The Inventory Maintenance Changes Viewer stores a record of every change made in Inventory Maintenance, including any items added, changed, or deleted. The Viewer also stores a record of items added from the Catalog, item numbers that are changed or combined in the Change Item Number screen (RCIN), and adds/changes that result from a finalized Flexible Inventory Loading Report (RFL) (so that EFM adds/updates will be recorded). When item information is changed, one change record is generated for each field changed. You view the Inventory Maintenance Changes Viewer from the Go To menu in Inventory Maintenance. You can choose to view a particular item's change records, or you can view all items for a range of dates. When viewing by date, you can view all changes, or you can limit what displays: you can view only changes to a particular field, only items added, or only items deleted. You can even view a snapshot of how the item looked before the first change was recorded by double-clicking on Starting Detail in the viewer.
Have you ever needed to print an old spooled report, only to find that the system had purged it? This problem has been eliminated with the new Spooled Report Archive Viewer, which saves all spooled reports and faxes. The viewer is similar to the Spooler Maintenance viewer, but the Spooled Report Archive Viewer also has a date range selection, and indicates the date and time the report completed as well as how long the report took to run (Run Time).
You can set up the new option "# of days to keep spooled reports" in Options Configuration if you want the flexibility of keeping, for example, 30 days of reports in the "live" spooler. Then you would only need to refer to the Spooled Report Archive Viewer for reports older than 30 days.
The system now stores a snapshot of your purchase orders before any receiving activity has taken place. The PO Archive Viewer takes the snapshot when you press the Receive button (F2) in the Purchasing and Receiving window. RF Receiving and ERP also archive the PO before any receiving activity takes place. You can view archived POs in the PO Archive Viewer. This viewer has all the same powerful lookup and display capabilities as the Purchase Order Viewer.
Trying to locate an old A/R transaction just got easier. In the new A/R Transaction Archive, you can view A/R transactions that have been purged by the RAG report. If you deleted any documents in UMOI, these transactions are also stored in the Archive. The A/R Transaction Archive Viewer is accessible from the GoTo menu of the A/R Transaction Viewer. You can also display both a customer's live transactions plus their archived transactions, all in the same grid. Simply place a checkmark in the new field "Include archived transactions in the A/R Transaction Viewer."
You can now view purged Accounts Payable transactions by using the new A/P Transaction Archive. The system stores all A/P transactions purged by Purge A/P Invoice Files (APGI) in this new archive file. In addition, the View Posted A/P Transactions window (AVIQ) can now display both live A/P transactions for a vendor plus their archived transactions, all in the same grid. Simply place a checkmark in the new field "Include archived transactions when using the AVIQ window."
Prices and costs in Inventory and POS can now be as large as 99,999.999 (formerly the limit was 9,999.999). The quantity sold in POS can be up to 99,999.99, while Item Extension (qty X price) and Transaction Total can be up to 9,999,999.99. In Inventory Maintenance, the Quantity on Hand can be up to 999,999,999.99. The Option "Field Sizes on system" must be set to Yes by the Epicor Licensing Department to use these increased field sizes.
On the following reports, using a graphics-capable printer, you’ll select ’Large Format’ on the report initiation screen: RIV, RIS, RIH, ROP, RPA, RPB, RPC, RPD, RPH, RPI, RPP, RRP, and RSO. Conveniently, if you want the Large Format field to automatically default to Y on the above reports, set the option "Field Sizes default value for reports’ Large Format field" to Y.
If you have Large Field Sizes activated on your system, access to Legacy functions IPC, LOD, MPH, PIP, MPO and RP will not be allowed. Legacy IMU can be used; however, items which have a large price/cost/qty can be displayed but not changed. Changes can only occur in Inventory for Windows.
Powerful new fax capabilities give you even greater flexibility and time savings. With the new Enhanced Fax feature, you can fax laser printed statements, invoices, and purchase orders that look identical to the printed copy. If you have Signature Capture, the customer’s signature is even included on the faxed invoice. Buyers’ signatures can also be faxed with the purchase order as well. Would you like to fax selected customers automatically or be able to delay faxes until an appointed time? Take advantage of auto-fax. With auto-fax, POS will automatically fax a copy of the sale or credit memo to the selected customer’s fax machine. Faxes from POS can also be delayed until later in the day, at a time you specify. (The system will automatically transmit all the invoices queued to the same number during the initial call regardless of when each invoice was submitted.) For information on purchasing Enhanced Fax, call Epicor Direct at 800-538-8597. If you already use Eagle FAX, you must upgrade your FAX software to utilize Enhanced Fax. For the FAX upgrade procedure, see Chapter 4 of the Level 26 Conversion Guide, the section "Fax Installation Procedures."
(Requires Enhanced Fax and Signature Capture) The system can now print the buyer's signature on printed/faxed purchase orders. Each user can have a signature that's stored in Device Configuration. You can also specify a default buyer's signature for the system to use if the buyer does not have one on file. The system can record an alert if a PO is printed/faxed without a signature, or you can set up the system to only allow a buyer with a signature on file to create a PO.
You can now mark special orders as "direct ship" so the vendor will ship the order directly to the customer. When a purchase order is generated from the special order using any of the available methods (by manually running GPO, by using the Buyer's List, or by the system generating the PO automatically), the system takes the Ship-To lines from the special order and inserts them in the PO's "Special Instructions," and automatically inserts the text "See Special Instructions" in the Ship-To field on the PO to alert the vendor of the Ship-To address. In addition, the system inserts a D in the Code field on the POS header screen, allowing you to print or view Direct Ship POs using the ROO report, the POS Document Viewer, or the PO Viewer. The Receiving Report (RRP) will print "DIRECT SHIP" on the header line of all Direct Ship POs.
Use POS Flex labels to help you manage committed merchandise. This feature allows you to design and print laser labels for POS documents, including special order labels, shipping labels, and, if you use Advanced Order Management, return merchandise authorization (RMA) labels. Special order labels can even be set up to print automatically when you create or receive the special order. The POS Flex Labels application is available to customers with Windows Labels and either Advanced Special Order or Advanced Order Management.
If you manage deposits, you know that tracking them with their tender types can often be complicated. Deposit Tracking just got easier with the new Deposit Tracking Viewer. For each POS order, the system creates a record for each deposit(s) taken, applied, and returned. You can view/export this information via the Deposit Tracking Viewer, available from the Windows POS Header screen. Even deposits taken during Offline POS are included. When deposits are applied, Business Advisor is updated accordingly. Sales are properly updated in the Summary Screen, and in the Business Advisor Analysis screen when looking at sales by store (All Depts and Classes combined) the breakdown of sales by Cash, Check, Bankcard, and Charge will correctly reflect the original tender type of the deposit once the deposit is applied. To begin tracking deposits, set the option "Deposit Tracking on System" to Yes in Options Configuration. Deposits will begin to be recorded in the Deposit Activity Viewer the next day, after the POS File Update Manager has been stopped and restarted during the nightly system reboot.
RF constants are now conveniently located in Options Configuration, so you don't need to enter them every time you use the RF gun.
You can now print RF labels through the Eagle Label Manager. This means your RF labels will look like the other labels you print with the Eagle for Windows Label Manager application. To set this up, do the following:
In Options Configuration:
Set the RF option "Network printer number for RF Labels" (ID# 2940) to the appropriate network printer number.
Define up to five label formats you want to use when printing RF labels. These formats are defined in the options "RF network label format L," "RF network label format S," "RF network label format A," "RF network label format B," and "RF network label format C" (options 2942-2946).
Set the RF option "Receiving printer type" and/or the option "Shelf Manager printer type" to N-Network Printer (alternatively, you can set these options on the RF gun itself).
On the RF gun:
Indicate which flex label format you want to use by entering L, S, A, B, or C in the second position of the PRINT LABELS field.
You can auto-increment locations by putting the new option "I" in the LOCATION MODE field. With auto-increment, each subsequent item you scan retains the previous item's location incremented by an amount you specify (in the option "Shelf Manager increment value for Location Mode I" in Options Configuration). For example, if the Increment Value is 1, and the first location entered is 1234, the next Location will default to 1235. This method only works for numeric locations.
You can automatically display the multiple location window every time an item is displayed by putting the new option "M" in the PIP MODE field. Previously you had to press Function 4 each time you wanted to display this window. If you use option M and you want the multiple location window to display the current locations from Inventory Maintenance, set the option "Shelf Manager-Default location(s) in PIP count screen with IMU locations" in Options Configuration to Yes.
If you will be entering multiple items in the same location and you want the RF to save the location of your previous entry, enter the new option "S" in the PIP MODE field, and you won't have to rekey the location for each subsequent item.
You can now receive by SKU across multiple PO's for the same vendor. You can also receive multiple occurrences of a SKU on the same PO. The logic for multiple occurrences works as follows: if the first occurrence of the SKU has already been received, the system will check if the item is on the PO a second time, and if so, it will display the second instance. Note: receiving by SKU does not support adding SKU’s to purchase orders.
There is a new option "When Receiving Method is by SKU return to SKU List after posting?" in Options Configuration. If there are multiple occurrences of an SKU in the PO file, this option determines if the list of those occurrences automatically re-displays after posting the item manually. If this option is set to Yes, the list for that SKU will re-display when you press Enter on the posting screen. If this option is set to No, the receiving by SKU screen will display.
You can now print on both sides of laser statements and collated invoices. In Options Configuration, set up the new duplex options that allow you to specify certain duplexing rules (such as if jobs are combined or separate, if invoices are duplex-printed, and if invoices should start on a new page after the statement completes).
You can now view past statements in the Statement Archive Viewer. This new viewer, which is accessible from the Accounts Receivable Menu, stores statements in an HTML format, providing you with a virtual copy of the original statement. Prior to this change, you could only see a list of statements in a viewer, but not view the statements themselves. Security bit 200 is required to access the Statement Archive Viewer.
The Eagle Price Checker application provides you with a hardware/software solution that allows consumers to verify or "check" the price of your inventory items. In addition to checking the price the consumer also has the option to print a price label for the item. For information about purchasing this solution, call Epicor Direct at 800-538-8597.
At any time of the day, you can now print and zero out cash drawer totals by clerk or by terminal. The printout is in the form of a cash drawer receipt, which the cashier uses to balance the drawer. Once you've set up the Cash Drawer Balancing application, POS automatically begins accumulating totals for a new drawer each day. The clerk is not required to perform any type of initialization. When the clerk needs to close out his/her drawer, the clerk simply selects the Menu option to "print totals and close cash drawer." Should any clerks forget to select this option, the RDS report can close all "open" cash drawer records if you set it up to do so. Or, you can manually close cash drawers in the Cash Drawer Balancing Viewer. Note that if you want the RDS report to automatically close any open drawers, you must re-queue your daily RDS to run with option C ("Final run close cash drawers").
You can now select and sell multiple items from the Inventory Viewer, making posting items in POS quick and easy. Simply open the Inventory Viewer, enter a quantity in the Posting Quantity field for the items you want to sell, and click Select, and all the selected items automatically paste into the POS transaction. A credit item can be posted into a sale by entering a negative quantity into the Posting Quantity field. The Point and Shoot feature works with all transaction types.
Do you have items in your inventory that you sell in decimal quantities? If you do, the new field POS Decimal Quantities in Inventory Maintenance is for you. This field is accessible from the Codes tab by clicking the Additional Codes Flags link in the lower right corner of the window. This field establishes whether you allow selling a decimal amount of an item and it works in conjunction with the option "Default for inventory item's POS Decimal Quantities" in Options Configuration. To allow selling a decimal amount on the majority of your inventory, simply set the option to Yes, and for any items that are exceptions, enter an N in the POS Decimal Quantities field in Inventory Maintenance. If you DON'T want to allow selling a decimal amount on the majority of your inventory, simply set the option to No, and for any items that are exceptions, enter a Y in the POS Decimal Quantities field in Inventory Maintenance.
This is a new field on the Codes tab of Inventory Maintenance that determines whether or not an item is sellable at POS. This field is accessible from the Codes tab by clicking the "Additional Codes Flags" link in the lower right corner of the window. If this field is set to Y (which is the default), the item can be posted on a POS transaction. If set to N, the item can be displayed at POS but cannot be posted, and if you attempt to post it, the error message, "Non-Sellable item cannot be sold," displays.
This is a new field on the Codes tab of Inventory Maintenance that determines whether or not an item is a no-charge item. This field is accessible from the Codes tab by clicking the "Additional Codes Flags" link in the lower right corner of the window. If this field is set to Y, the item will be posted with a price and extension of .00, even if the item has a price; in other words, it works as if you selected the option "Sell Item at No Charge" from the Misc menu of POS. However, unlike the Misc menu option, the system will not post a NO CHARGE descriptor line.
The following new printing and searching options will make creating inter-store transfers much easier.
If you enter a document with a dot (.) in the Customer field and the document is not found in the current store, the system the system will search for it in your other stores, in store number order. The first non-deleted transfer that is found in another store will display.
While in Transfer Transaction mode, if you enter the transfer number in the Transfer Number field or with a dot (.) in the Customer field, the system will search across all stores for a non-deleted transfer that matches that number. If multiple transfers exist, the system will bring up a list in which you can highlight the document needed. If only one document exists, the system will simply display that document.
Lots in Transfers— you can now include a lot item in a transfer. At the time the transfer is created, you'll be asked to choose a lot. You can enter the lot at that time or later, but the lot must be entered before the transfer can be marked as shipped. If the lot exists in the To-Store, that store's lot quantity will be increased by the amount transferred (or decreased in the case of a transfer adjustment). If the lot doesn't exist in the To Store, the lot will be added in the To Store with the comment "Transferred from store X Transfer # XXXXXX. "
"Display Transfer From/To Window in POS." This new option will make creating a transfer faster. If you have a separate account in Customer Maintenance for each from/to store combination, set this option to No so the Transfer From/To window doesn't display, saving you time at POS. (Note: if necessary, you can display the Transfer From/To window from the POS Header Screen by selecting option S from the Misc menu). If you don't have a separate account for each from/to store combination, set this option to Yes so the Transfer From/To window displays.
" Do transfers from this store update Business Advisor? This option is especially useful in a warehouse situation where transfers aren't considered as sales, yet item level sales history has to be updated for re-ordering purposes.
Systems that automate your business, while allowing you multiple options to choose from, give you greater value from your system. The enhancements to Category Pricing Plans are designed to provide just that:
You can now assign a start date as well as an expiration date to a CPP Plan, eliminating the need to manually make changes every time you want to change or execute a new plan.
You can now set up a plan within a plan. Select Sub-Plan" in the Type field. You can have multiple sub-plans within a plan. One level is supported. When a plan is added to another plan as a sub-plan, the system validates that the plan doesn't also have any sub-plan categories. When an item is sold to a customer with a CPP plan, the sub-plan is searched last. Thus, the search for an SKU within a CPP plan is in order of SKU, Product Code, Fineline, Class, Department, Vendor (Primary then Mfg), and Sub-Plan.
Do more with several new price calculation methods added to CPP: K=Down from replacement cost, Z=Dollars off list, k=Dollars off replacement cost, n=Dollars off price matrix 1, o=Dollars off price matrix 2, p=Dollars off price matrix 3, q=Dollars off price matrix 4, and s=Dollars off price matrix 5.
The POS Order Viewer includes the following new fields: Transfer Complete (date), Transfer Completed Clerk, MCR Customer Name, Ship to Line 1, Last Updated Date, Last Updated Terminal, Loyalty Number, Backorder Total, Order Status, RMA (Yes or blank), Ship Via, Route, Day, Stop, and UPS Tracking.
Searching with QuickRecall is even more powerful with the addition of the following new fields in the QuickRecall Viewer: Loyalty Number, Bill of Material ( BOM) Item (this field shows Yes if it is a BOM item, otherwise this field is blank), Ship Via, Last Updated Terminal, Last Updated Date, and UPS Tracking Number. To make tracking UPS shipments even easier, click the UPS Tracking Number to automatically launch the UPS Tracking website and display the status of the shipment (requires an Internet connection).
Want to speed up credit card transactions at POS but don't have credit authorization? You can now store credit card numbers even if you don't have Credit Authorization on your system (the Credit Authorization Allowed flag in Options Configuration must be set to either N or P, but not Y). This can save time at POS since the clerk won't have to type the credit card number manually.
If you want POS to automatically start a Quote every time you go to enter a transaction, simply set up the POS option "Return to Header Screen after Each Point of Sale Transaction" in Options Configuration to Q for Quote.
The RIO report, which prints order detail from POS, is now available in Eagle for Windows.
Now you can view invoiced Bill of Materials (BOM) with the new Invoiced BOM Viewer. When a BOM is invoiced, both the BOM and its components are recorded to this archive. You can access this viewer from the QuickRecall Viewer or the QuickRecall Document Viewer.
With this new feature, you can import a transaction exported from a third-party software package into POS for Windows. The exported transaction must be written to a file on the PC and adhere to a standard ESTU record layout. The path name to where the import files reside must be entered in the option "Directory that contains 3rd party transaction import files" in Options Configuration. You access the import feature from the POS No Sale Menu by selecting "Import transaction file into POS." This feature is only available with certified ESTU providers. Call Epicor Direct at 800-538-8597 for more information about certified providers.
Several enhancements have been added to the Andersen IQ import:
The "sold at" price is now included in the data from IQ. Previously, the only price that came over to Eagle for Windows was the List Price.
The order drop-down list now includes new IQ quotes added since the POS session began. Previously you had to exit and reenter POS to see new IQ export files.
If the option "Andersen use Inventory Maintenance Description" in Options Configuration is set to Yes, descriptions do not include any of the Andersen IQ description. Before this change, the Andersen IQ description was appended to the description in Inventory Maintenance.
Andersen Import now supports "Adjustments" added to an item in IQ.
The Andersen IQ interface has a new Misc. Menu option that lets you "Sort Current Order," which is the order in which items will post from the Andersen IQ interface into POS/Order Entry.
With the new option "Andersen post composite component units separately" set to Yes, you can now post component units of a composite window separately. If you're a large Andersen windows distributor that tracks and builds composite units in a shop, this will help you better track and manage your inventory. For example, say you have a composite window made up of three windows, two of window 12345, double hung window units and one of window 43210, a picture window. You stock these windows as 12345 and 43210; however, when IQ posts this unit as a composite, it calls the unit 87654. With this new option, the Andersen IQ interface would post this unit with a description "composite unit 12345/43210/12345" and then post each unit as if they are separate SKU’s. In the Andersen IQ interface, you can specify which units you want to post by clicking a "Post to Order" checkbox next to those units. You can display component units by pressing the Next and Previous buttons.
If you set this option to Yes, use this feature with caution, as you can inadvertently post both the composite as well as separate components and overcharge the customer, or not post windows to the transaction and undercharge the customer.
In Eagle for Windows POS, you now have the ability to reverse a payment (ROA - Received on Account) that was taken at point-of-sale. The ROA must meet certain criteria in order to be reversed. Review the online help topic "Reversing a POS ROA" for more information. The audit trail for a POS ROA reversal is the receipt that prints and also the Daily Journal Report (RDJ). The report will show both the "in" and "out" journal entries (the POS ROA transaction and the POS ROA reversal).
Pick/Pack/Ship / Customer Order Management users can now set up customer-specific SKUs. For example, a particular commercial/industrial account has certain SKUs that they want to print on their invoices for the items they buy from you. In the Maintain Customer SKUs window, you link actual SKUs to the customer's SKUs. In POS, when you enter the customer's SKU for an item, the SKU number from Inventory Maintenance is posted to the POS posting grid; however, you can print the customer's SKUs on their invoices.
For accounts that are set up to print a charge receipt rather than an invoice (the Print Invoice field is set to N in Customer Maintenance), the Terms Discount amount now prints on the charge receipt. The format in which the terms discount prints is controlled by the option "Terms Discount Readable."
You can now conveniently access the Offline POS "Scheduler" from the Eagle Browser. Simply click Utilities in the left pane, and then select Scheduler in the right pane. Previously, if you needed to set up Scheduler for the first time, you could only access it from your PC's Start Menu.
You know that gaining greater efficiency can translate into higher profits, and often, seemingly minor changes can make a major impact. Take advantage of the following new or modified POS options in Options Configuration, and see the big impact of these small changes.
"Allow an item marked as non-returnable to be returned with a M/O." When this option is set to Yes, it works with the new security bit 696, which controls the ability to return an item marked as non-returnable. When this option is set to Yes and the clerk has bit 696, the clerk can return the item after answering the question "Item is non-returnable, continue with return?" When this option is set to Yes and the clerk does NOT have bit 696, a manager's override will be required for the clerk to proceed with the return. When this option is set to No, the clerk cant return a non-returnable item at POS.
Save time by having your customer sign the store receipt while their copy prints. The new option "Print sequence for bankcard receipts" determines the order in which the customer's receipt and the store's receipt print on a bankcard transaction. If set to 1, the Signature/Store receipt prints first, followed by the Customer receipt. If set to 2, the Customer receipt prints first, followed by the Signature/Store receipt. The receipt printer must be set to "EN" (receipts print at end of transaction) in Device Configuration in order to use choice 1. Note: This option makes it possible for you to use the EN setting even if you have older/slower receipt printers. The EN setting is advantageous because you can change posted line items yet still produce a clean receipt for your customers because everything prints at the end of the transaction, after all changes have been made.
"Open cash drawer detection enabled on system." When set to Yes, this option prevents Eagle for Windows POS from performing any type of transaction when the cash drawer is not closed. A warning message displays, and you must close the drawer to continue with the transaction. To use this option, you must have the APG 320MP cash drawer which attaches to the Epson U675 or Epson TM-J7100 receipt printer.
"What does security bit 543 = No mean?" This option only applies to clerks that have security bit 543 (the ability to change the cost of an item) set to No. If you want your Order Entry/POS clerks to be able to change the cost of an item but only on special order transactions, set this Option to 1 ("clerk can change cost of any item on special orders") and set security bit 543 to No. If you want your Order Entry/POS clerk to be able to change the cost of an item but only if that item is a non-stock, set this Option to 2 ("clerk can only change the cost of non-stocks") and set security bit 543 to No. A non-stock item is either a NIF (not in file) item, or an item in Inventory Maintenance whose "Keep Stock Info" and "Keep Prices" fields (on the Codes tab) are both set to No.
The following new options allow setting up default special instructions by transaction type:
"Estimate Default Special Instructions line 1"
"Estimate Default Special Instructions line 2"
"Layaway Default Special Instructions line 1"
"Layaway Default Special Instructions line 2"
"Special Order Default Special Instructions line 1"
"Special Order Default Special Instructions line 2"
"Order Default Special Instructions line 1"
"Order Default Special Instructions line 2"
The existing options "Trade Discount Percentage Discount" and " Promo Discount Percentage Discount" have been changed so the value 0 now means discount is not allowed. A value of 100 means unlimited percentage. Previously there was no value to indicate discount not allowed (Value 0 used to mean unlimited). The software install will automatically change any values that are currently 0 to 100.
You may have stores that you want to give quantity breaks to but not others. The option "Does this store give quantity break prices?" allows you to control which stores give quantity break prices. If you have a store which should not give quantity break pricing, set this Option to No for that store. Note: This option covers quantity break pricing only, not pricing breaks set up as part of Multiple Selling Units.
"Update store order was created in when invoicing from another store." When this option is set to Yes, upon invoicing an order, the system will update inventory, accounts receivable, cash, departmental information and history files for the store in which the transaction was created, regardless of the store in which the order is recalled for invoicing. This option will take effect the day after you activate it, once the POS File Update Manager has been stopped and restarted during the nightly system reboot.
"Use consolidated format on RDI." When this option is set to Yes, the Daily Inventory Update Report ( RDI), when run by Department, will consolidate all occurrences of an item into just one line. The report will include the fields Total Qty, Total Price, Total Cost, Gross Profit %, and Current QOH. The fields Journal #, Invoice #, Codes, Clerk, and Terminal don't apply to this format, and will not print.
"Reprice credit items when transaction is repriced?" When this option is set to Yes, the system reprices credit items in addition to sale items when a transaction is repriced. Transactions are repriced when the customer is changed on a transaction in process, and the customer has a different pricing structure than the original customer. This option also applies to the Copy/Reprice feature.
"Return to clerk on cash drawer open." Set this option to Yes if you want the system to return to the clerk signon screen after opening the cash drawer.
"Print store copy receipt for debit card?" If you use the Debit Card feature, set this option to Yes if you want a store copy of the debit card authorization to print in addition to the customer receipt. Set to No if you want only the customer receipt to print.
"Clear the credit tax amount when Ace Rewards subtotal is zero or positive." If this option is set to Y, when an Ace Rewards credit SKU is posted, and the SKU is marked as taxable (because it is an in-store coupon), then if the transactions subtotal is greater than or equal to zero, and the tax amount is negative (a credit amount), the system automatically sets the tax to zero. This will eliminate the consumer getting a credit for tax when they are buying items that are taxed at a lower rate (like food or candy) than the standard sales tax rate in your area. Note: HHC credit SKUs starts with HH, they have a Location of CRED, and a Promo Sales Code of C.
"Does the receipt for a Suspended sale print the items?" Set this option to Yes if you want the receipt that prints when you suspend a sale to include the line items of the transaction.
"Buyer's List to display items on orders in-process" This option determines whether the Buyer’s List should display items from "orders in-process" (orders being created and orders being recalled for editing). If you set this option to Y, items added to an "order in process" appear on the Buyer's List as soon as they're entered. If you set this option to N, the Buyer’s List will not show items from orders in-process.
"QuickRecall number of years to keep charge customer transactions." This option allows you to store QuickRecall transactions for up to 99 years. Before this option was added, you could only store charge customer transactions for up to 96 months (as specified in Legacy function MQK). If you don't need to keep charge customer transactions for more than 96 months (8 years), leave this option blank, and the system will use the value in Legacy function MQK. If you need to keep charge customer transactions for more than 8 years, enter the number of years (1 to 99) the system should archive transactions for charge customers. The value you enter in this option will supersede the "Default Criteria for Purging Charge Customer Transactions" in function MQK.
The existing option "Mask Credit Card Number on Customer Receipt?" has the new setting of B (both customer and store receipt), so that you can now render the credit card number unreadable on the store copy as well as the customer copy.
The existing option "Terms Discount Readable" has a new setting available: B = Blank, discount does not print. When set to B, the terms discount amount will not print on the invoice.
Three New Options for Customers with Signature Capture
By using Signature Capture, you know how much time and paper you save by storing signatures and receipts electronically. If you are looking for even more choices and printing options to meet the needs of your business, these enhancements are for you:
"Signature Capture Require signature on a bankcard return?" When this option is set to Yes, the signature device will prompt for a signature on a bankcard return. When set to No, the signature device will not prompt for a signature on a bankcard return.
"Signature Capture Print a store copy receipt for bankcards?" When this option is set to Yes, a store copy of the bank card authorization will print in addition to the customer receipt. When set to No, only the customer receipt will print.
"Signature Capture Print a store copy receipt for charge?" When this option is set to Yes, a store copy of the charge receipt will print in addition to the customer receipt. When set to No, only the customer receipt will print.
Refer to the Windows POS Enhancements section for more information on these fields.
You can now assign a "Primary UPC" to an item to indicate the UPC that should print on Windows Labels and RF labels, display in Inventory Maintenance and the Inventory Viewer, and print on invoices. You set up Primary UPCs manually in Inventory Maintenance; however, they are not required. If you don't assign one, the last UPC used at POS will print or display in the above situations.
You can now copy promotion items from an existing promotion/store to a new promotion/store combination. Simply enter a From and To Type/Store and a new record will be created for each item that doesn't already exist. NOTE: You must run the Promotion Update Report ( RUP) to activate the copied promotion items, even if the items you copied from are already active.
In the past, you know that reactivating a past promotion meant re-entering the data. With this new enhancement, you no longer have to re-enter a past promotion you'd like to repeat; you can simply reactivate the old promotion. From the Modify Item Promotion window, press Misc and select "View Promo History." Display the desired promotion, click Select, and answer Yes to copy all rows or No to copy only the selected row. Then select the Misc option to Make global changes to promotions in the grid to enter the Promotion Type and Start and End Dates, and click Change.
When copying a column's pricing using the Copy Column feature, when selecting the source price, you can now use any inserted/calculated columns or Matrix Pricing 1 through 5 (both current and new).
In the Misc Menu, Price Change types A and G in the " GP, Markup, Discount" column now has a choice for "Desired GP%" to calculate the new price using the current Desired Gross Profit percent from Inventory Maintenance.
To offer you more information, the following fields have been added to the Inventory Viewer: UPC (the primary UPC if one exists, otherwise the one most recently used), Web Flag, Old Retail, Promo Sales Code, Qty Break Code, Product Code, Weight, Weight UM, Qty Reserved, Qty Released, and Rebate Group.
Build Description Index ( BDI), which creates/updates Word Search Indexes that your Eagle for Windows applications use for item description lookups, can now create indexes from Notes type 8, which are descriptions that display in your iNet catalog. Before this change, BDI only used Notes types 1 and 3.
The Price Matrix Maintenance window ( MPM) has been enhanced to allow various applications to calculate Matrix Prices using a Percent Up From Retail method, similar to the previously existing Percent Down From Retail method. To use this feature, enter the @ symbol and the desired percentage for any Product Code/Price 1-5 value. In other words, if you want prices calculated as a percent up from retail, enter the @ symbol in the same way you would enter a minus sign when you want to calculate as a percent down from retail.
Set the new Inventory option "Physical Inventory - update Last Physical Date for a variance" in Options Configuration to Yes if you want the Physical Inventory Report ( RPI) to update the date of your last physical inventory for variances as well as counts. Set this Option to No if you want RPI to update only the date of last physical inventory for counts, and not variances.
When this option in Options Configuration is set to Yes, the new "Catalog Retail" column in the Item Price Change grid will be populated with the suggested retail from the Catalog for that item (if the item is in the catalog). If you have multiple catalogs on your system, the suggested retail from your default catalog displays.
To make your inventory labels even more professional, you can now take advantage of the following enhancements:
When pasting items from the Inventory Viewer into the label manager grid, you can now paste multiple items at once, making item selection quicker and easier than ever.
Label Designer can now wrap text for items regular descriptions, and justify a field as either right, left, or centered.
You can now print your Multiple Selling Unit (MSU) prices on labels. When creating a label design in Label Designer, simply select the new Multiple Selling Unit data fields. For example, you could create a bin label design that looks something like this:
Item 12345
$ .15 per EACH
$15.99 per BOX
$ 27.99 per CASE
You can now print bin labels when certain item information changes, such as description or manufacturer part #, or when an item is added. There is a new file called the Item Change file, which tracks item changes, and from which you can print bin labels. The idea is to print a new bin label if any of the information printed on the label has changed. Use the Bin Label Report ( RBL) and select the Item Change File to print the bin labels, and in the "Print if Changed" field on the Options page of RBL, select the changes that require a new bin label. The new option "Allow printing bin labels in RBL from the Item Change File" in Options Configuration must be set to Yes to use this feature. Use the option "Purge entries from the Item Change File after how many days" in Options Configuration to specify the number of days you want to keep item change records. There is also a viewer for the Item Change File, accessible from the Label Design and Printing Menu. Use the viewer for any of the following:
When printing fails and you need to reprint a set of labels
To select some items and mark them as printed so that labels do not print for them
Delete items from the viewer
Create your own promotional signage by printing Windows Labels from the Promotion file. Use the new option Default Promo label format used for Windows Label Printing in Options Configuration to assign what format to use when printing promo labels. When designing promo labels, all existing fields are available plus Promo Type, Promo End Date, Promo Start Date, and Promo Savings Amount.
PO Exception Indicators identify any issues with the items on a PO, such as items that are: not on file in Inventory, discontinued, have a broken carton charge applied (True Value only), out of stock, insufficient stock, or not stocked in the Regional Distribution Center ( RDC) (True Value and Do it Best only). Exception Indicators display in special columns in the Purchasing and Receiving grid, including a column that color-codes the Exception Indicators based on their severity. The color coding is helpful because it lets you identify problems at a quick glance. Once the "problem" line items have been identified, the purchasing clerk can correct the PO before submitting it to the vendor. Exception indicators are particularly useful for POs uploaded from a handheld device, since they provide a quick and easy mechanism for reviewing the PO before transmitting it.
Do you need to quickly find information on your vendors? With the new Vendor Viewer, you now have convenient vendor lookup by name or vendor code. The Vendor Viewer is accessible from the GoTo menus of Vendor Maintenance, Purchasing and Receiving, and Inventory Maintenance. You can also access the Vendor Viewer in Business Advisor by clicking Viewers on the toolbar, and then selecting Detached Vendor Viewer.
You can now add comments to items on a PO. After posting an item, simply click the Comment/F3 button, and type your comment in the dialog box that displays. The comment posts as a descriptor line.
Note that it is not possible to insert comments between line items that have already been posted on the PO; comments always post after the last line posted on the PO.
For those vendors from whom you order the same items each time, you can now save time by using an existing PO to generate a PO Worksheet you can use for future orders. The process is easy! Start by exporting an existing PO into the Inventory Viewer, carrying in the current order quantity and placing it in the Posting Quantity column. Then save this PO Worksheet as a Custom SKU List. When it's time to reorder, you retrieve the Custom SKU List, and use all the history information available in the Inventory Viewer to make any necessary adjustments to the Posting Quantity. Then, simply redisplay the PO in the Purchasing window, go to the posting screen, and click Select and then Replace to repost all of the items back into the PO with the new order quantity.
"Put Special Order # in the Generated PO's Alt PO # field." You can now choose whether or not the system should place the special order number in the Alt PO# field of a PO generated from POS. This option defaults to Yes.
"Queued Suggested Order Report ( RSO) uses same, or new PO #." This option determines how purchase orders generated by the Suggested Order Report ( RSO) are handled when they run in an end-of-day queue. Set this option to "Same" if you want the PO generated by the RSO to always have the same PO number (the PO number you entered when you added the RSO to the queue).You should only use "Same" if you plan on always finalizing the PO before the next time the queue runs. Set this option to "New" if you want the generated PO to always be assigned a new PO number (based on the option "next PO # to assign" in Options Configuration).
Don't give away unearned discounts! You can now clear the discount amount when taking a payment being applied across jobs on a Balance Forward account that is past due. Click Misc and select "Clear Discount" to clear the Discount to Take column and recalculate the Payment to Take amount. The discount amount will be cleared on any job by which you placed a checkmark.
You can now print a receipt for a payment added in the Received on Account window. There are two methods for using this feature. The first method involves setting up a new option "Auto-print back office ROA receipt after posting payment" in Options Configuration so that a receipt either always prints (if you set the option to A), or prompts the clerk whether or not they want to print a receipt (if you set the option to P). The second method is simply clicking Misc from the ROA window and selecting "Print payment receipt." The receipt prints based on the check number used when the payment was posted. If the same check number was already used the same day for the same customer, then the earlier items will be included on the receipt. To set up the printer for ROA receipts, go into Device Configuration, double-click on Backoffice ROA, and select a Windows printer.
The Customer Viewer includes the following new fields: Loyalty #, Monthly Payment Amount, Ship Via, Route, Day, Stop, and Rebate Plan.
To provide even better service, you can now automatically FAX statements to specific customers. Simply set the Fax Statement field in Customer Maintenance to Yes for the accounts that should receive a faxed statement. When running the Statement Report ( RSM), set the Fax Statements field to Yes, and the statements will be automatically faxed to the appropriate customers. You must have Enhanced Fax to use this feature.
The following A/R options have been added or modified in the Options Configuration window:
"Calculate due dates on unapplied credits same as invoices." In the past, unapplied credit memos from POS were considered due the same day they were created the due date was set to the document date. If you set this new Option to Yes, the system will assign the due date to unapplied credits using the customer's terms code, the same way it does for invoices. Setting this new option to Yes will also affect the aging of credits when the Accounts Receivable option "Balance Forward - Apply Credit" is set to D to age by due date. Invoices and credits generated in the same statement period will now update the same aging bucket.
"Delete both documents of a Transaction Reversal." Set this new option to Yes if you want both the original transaction and the credit created by a Transaction Reversal to be marked as deleted. Both documents will remain in the system for audit purposes, but will not show on the customer's statement (assuming statements are run with Option D - Suppress deleted transactions). The Daily Journal Report ( RDJ) will show three entries— the credit (the reversal), the deleted credit, and the deleted original invoice. If the reversal was done on the same day as the invoice, the RDJ will also show the original invoice. G/ L activity will net out to zero.
"Print store name on A/R statements tiled invoices." Set this option to Yes if you don't print your store name on invoices (the option "Print Invoice with Store Name (Y/N/E)" is set to N) because you use pre-printed forms, yet you want tiled invoices to print the store name since tiled invoices don't print on pre-printed forms. Set this option to M if you want the system to follow the option "Print Invoice with Store Name (Y/N/E)" to determine whether or not to print the store name on tiled invoices. Set this option to N if you never print your store name on tiled invoices.
"Statement discount calculation always includes credit documents?" This new option affects the calculation of the statement discount for Open Item customers. If this option is set to Yes, the terms discount on credit documents will always be included in the statement discount calculation. If this option is set to No, the terms discount on credit documents will always be included except when both of the following are true: 1) the credit document has a document date that falls within the statement date range, and 2) the credit is applied to a document that has a document date that is less than the statement start date.
"WinROA Balance Forward accounts display all jobs when Job= ALL." Set this option to Yes to display all jobs for a given customer number when viewing ALL jobs. Set to No to display only jobs with a running balance greater than 0 when viewing ALL jobs.
You can now view G/L account balances for current and prior years from the "General Ledger Detail Viewer." You access this viewer from the General Ledger menu by clicking ’View General Ledger Detail." From there, simply click the MISC menu and select "View GL Balances and Comparatives."
The Recurring A/P Transactions window now has a Post button. You no longer have to use Legacy function APRM #5 to post recurring transactions.
The A/P report "Post Void Check Transactions to A/P Files (RPCM)" is now available in Eagle for Windows.
The G/L report "Recurring Journal Transaction Edit List (RSJG)" is now available in Eagle for Windows.
Use the new Loyalty by Clerk Report (RLC) to view sales totals for loyalty programs (such as Ace Rewards, TVR-True Value Rewards, and Best Rewards). The report provides totals by Clerk and Store and can be run for a particular date or range of dates.
If the new Option "Ace ERP add non-stocked Bulletin items to target PO and also to WinIMU" is set to Yes, the system will look for the SKU in the ERP data, and if it finds it, it will use that SKU information to process the item through ERP. If it doesn't find the SKU in the ERP data, the system will automatically generate a new SKU number for the item, add the SKU to the inventory file, add the UPC, and continue processing that ERP record just as if Ace had sent a SKU number in the first place. To use this new feature, you must first do the following:
Set the new Option "Ace ERP add non-stocked Bulletin items to target PO and also to WinIMU" in Options Configuration to Yes.
You must be receiving expanded Ace invoice records. If you are not, call Ace and have this turned on.
Use function "ACESKU" in Network Access to set up the rules for how the SKU is auto-generated.
When running ERP, you must set the ERP options "Append to Target P.O.?" and "Add items to Inventory" to Y.
If you participate in the True Value Electronic Variable Pricing (EVP) program, you can now view variable prices for all items in the Eagle for Windows Electronic Catalog. There are two new Options for this feature. The first option is "Price to use when adding items from True Value catalog," which can be set to R (Retail) or V (Variable Price). The second option is "Update True Value Catalog with EVP." When this second option is set to Yes, the Detail and Item List screens don't change in appearance; however, the logic for displaying the price of an item changes, based on the MTCC "Show Store Retail" option. If the MTCC option is set to NO, both the Item List and Detail screens display the variable price if there is one, even if the item is not on file (NOF) in your Inventory (NOF items can have a variable price if your variable pricing is set up by fineline). If there is not a variable price, these screens display suggested retail. If the MTCC option is set to Yes, your retail from Inventory Maintenance displays. However, if the item is not in your Inventory, your variable price displays. If there is no variable price, the True Value suggested retail displays.
The Pricing screen has a new field added for "Variable Price." This field displays the variable price if there is one. The Retail Price continues to display as well.
The Electronic Variable Pricing transmission (EVP) is the only application that updates the Eagle for Windows Catalog Variable Price. This means when you first start using this feature, the only items that will have a variable price are those items that have had a price change and therefore had an EVP record generated. If you want to have all of your variable prices display in the catalog, request the bounce file from True Value. This is a file that contains all True Value items with your specific variable prices.
You can now receive a weekly maintenance file called "Electronic UPC Update (EUU)" that adds new UPCs to your system (if you stock the corresponding SKU) based on the latest information from True Value. If a new UPC is transmitted for an SKU that already has a UPC linked to it in your system, the new UPC will be linked to the SKU in addition to the existing UPC. To start using EUU, do the following:
1. Make sure you have a control stream set up for EUU in the Maintain Transmission Control Stream window (MTC). Type COTEUU in the Control Stream Name and press Enter. If the control stream displays, make sure the phone number is correct, and the member number is valid (If you see PAR MEMBER#=XXXX-X, substitute your member number for the X's). If the control stream doesn't display, use the example below to enter it. Be sure to substitute your member number for the XXXX-X.
Control Stream Name: COTEUU_
PAR PHONE1=18005623793_________________
PAR PASSWORD=PASSWD_________________
PAR MEMBER#=XXXX-X____________________
2. Call the True Value help desk, Request the last sequence number for UPC maintenance file, and enter that number in the "Last UPC Update Sequence Number" field in COTUTL (via Network Access).
With the new option "True Value ERP cancel items" in Options Configuration, you can now ensure that unfilled items are not prevented from being reordered because they are left in limbo on a backorder PO. Without this option, the ERP simply does not post unfilled items, leaving those items on the PO. With this new option set to Yes, the ERP process automatically deletes unfilled items from the PO (changes them to status X until you finalize the PO). It deletes them by identifying the unfilled code that True Value assigns to them in the incoming ERP data.
When you process promotions from True Value by running the Promotion Pricing Report ( REPM), the system now enters the "Flyer Insert Code" for each item in the Promo Codes field. This new feature means that a multi-store user can more easily add promotions across stores when not all stores participate in the same flyer inserts. Simply run the REPM once for one store, and include all of the inserts you'll be using in at least one store. Then, in the Modify Item Promotion window, using the " Promo Codes" column to filter down to just the relevant flyer insert, simply copy the appropriate insert to create the promotions for your other stores. Lastly, delete the inserts you don't want to run in the original store in which you ran REPM. Another benefit of this new feature is if you forget to exclude a section in REPM, you can easily filter down to just the unwanted insert and delete it.
You can now use EPM to download True Value Rewards Club (TVR) promotion records. True Value places TVR promotions on their servers quarterly. Thus, as you receive your regular promotion updates via EPM, TVR promotions are downloaded as well. TVR promotion records are easy to identify; the name (or "promo type") assigned to them is always "TVR" followed by the two-digit month of the promotion. For example, TVR promotion records for February are named TVR02.
TVR customer accounts are now updated on your system automatically. Simply set the new field "Receive Cust Updates" to Y in Function TVC, and you'll begin receiving customer account updates during the calls your system makes to Epicor's computer to transmit your loyalty sales. Depending on whether an account in the update file already exists on your system or not, the account is either added to your system or updated on your system. You can review the accounts that have been added or updated by using the "TVRU" report which is automatically sent to the spooler after a customer account update occurs. Note: your member number and store number must be set up in COTUTL in order for customer updates to process properly.
Have you ever wanted to Email an Eagle report, but didn’t want to hassle with the process of trying to get the report onto your PC? Now you can easily attach Eagle reports to Emails as PDF files with just a few keystrokes. All you need to do is send your reports to the Eagle spooler. Open the Spooler Maintenance window, display the report, press the <MISC> button and select option 7, Create PDF. The Eagle will display a message indicating the name and location of the file that it has transferred to your PC. Then, in your Email application, select the file attachment option, go to the location of the PDF file you just created, and attach it. How easy is that!
If you want to print more than one report in Spooled Report Maintenance, you no longer have to select one report at a time. You can now simply place a checkmark by all the reports you want to print, and click the Print button on the toolbar.
A new report called RCA Conversion Report for Ace will allow you to compare a list of new Ace SKUs to the corresponding SKU that you currently carry in your inventory file. The report, which is available in legacy only, will list the new Ace SKU, along with one or more corresponding SKUs that are from another vendor. The initial launch of this program will be for Ace dealers wanting to swap out their National and Stanley product lines and replace those items with private label items from Ace. The final step in this process is to run RCIN to merge the information from the old SKU and the new Ace SKU. Special options are available to allow you to keep pricing and location codes from the new SKU. This process is documented on Acenet and is being distributed as a patch (on floppy disk) to all Ace dealers who request to take part in this program.
BAPURGE, the Business Advisor purge utility, can now purge Business Advisor data for a specific store, regardless of the settings in the Business Advisor Constants (MBA) screen. You can choose to delete just the POS sales data for the specified store, or all Business Advisor data for that store. As the records are deleted, the amounts are deducted from the All stores records in the Business Advisor data. Once the purge is complete, run BAUTIL to recalculate the month-to-date and year-to-date figures.
If you use the Customer Credit Card Number Storage feature, you can now access customer's credit card numbers while in offline POS.
You can now restrict the ability to right-click and select columns to view. This is important if you want to control the viewing of sensitive information, such as item costs. New security bit 680 controls this ability. This bit applies to all right-mouse activities.
There is a new "Fill From" feature with the choices of from another column, or from the current row/column. This feature is accessed from right-mouse/Column submenu.
You can now insert a blank column in one of five formats including a check box. This is only allowed on an editable grid (such as the grid in Options Configuration), and the data is not saved.
From the Control Panel submenu, you can now select to load all rows into the grid, making a scroll bar available to move down through all the items for quicker lookup.
When exporting a CSV file from the Control Panel submenu, you can now select to launch Excel or append the current export to the last file exported. This means you can append an export to a previous export, saving you from having to copy and paste the subsequent export.
Developed to provide you with the right information at the right time, the following new alerts have been added to the Eagle Alerts application.
"New Customer added." This alert is recorded when a new customer or job is added in Customer Maintenance or POS. The new option "Record New customer added alerts" in Options Configuration controls whether or not this alert is recorded.
"Eagle disk drive is nearly full." If the system generates this alert, the Note field will indicate the specifics in the following format: The Eagle disk (/u[1-4] file system) is n% full.
"POS Training Mode Started." The new option "Record POS Training Mode Started Alerts" in Options Configuration controls whether or not this alert is recorded.
"POS Training Mode Ended." The new option "Record POS Training Mode Ended Alerts" in Options Configuration controls whether or not this alert is recorded.
"FAX failure." The new option "Record FAX failure Alerts" in Options Configuration controls whether or not this alert is recorded.
"Catalog build attempted." This alert only applies to Catalog Import users. If the system generates this alert, the Note field will indicate if the build succeeded or failed.
"Batch Invoice Failure." This alert is generated if the batch invoicing of a POS order fails. If the system generates this alert, the Note field will indicate the failure reason, such as "over credit limit."
"Backordered item not sourced." This alert, produced by the Open Order Item Report (RIO) run with the new Option F, produces an alert for an SKU that is backordered on a POS order, and which has not been sourced (not placed on a PO or a Transfer). The new option "Record Backordered item not sourced Alerts" in Options Configuration controls whether or not this alert is recorded.
"Release order for picking failed." This alert is produced when the order can't be released for one or more reasons by either the Open Order report (ROO) run with the new Option P (Release order for picking), or by the Totals Misc Menu option Release order for picking in POS. If the system generates this alert, the Note field will indicate how many hold reasons exist and state the first one. Hold reasons are set up in the Options Configuration window. The new option "Record Release order for picking failed Alerts" controls whether or not this alert is recorded.
It's now easier than ever to find the information you need in Online Help, thanks to the new Advanced Search features. Click on the Search tab in the Online Help window, and you can now use NEAR, OR, or NOT in your search. You can also search by phrase, or by wildcard. You can still simply type in your search words, and the system will handle the search as if you entered AND between each word. For more information about Advanced Search, see the Online Help topic "Search Tips for Online Help."
In the Eagle Alerts viewer, the Misc Menu option "Schedule Reminders" is now tied to the new security bit 675, Ability to add reminder alerts. If a clerk doesn't have this bit, the Schedule Reminders option will be grayed out (not allowed) on the Misc menu.
There is now a convenient way to quickly add a note/reminder about a particular vendor. From the Vendor Maintenance window, simply select the new GoTo option "Enter Reminder." The vendor information will appear in the Note area of the reminder. To use this new feature, the Alert Option "Allow user-defined reminder alerts" must be set to Yes in Options Configuration, and you must also have new security bit 675.
To ensure that you have offline POS files available on your system, there is now a warning message that displays if offline files don't exist. When starting up POS for Windows, the system checks to see if the PC has offline POS files. If it doesn't, a message similar to the following displays:
Warning! No offline data files exist on this station. Therefore, you will not be able to run Offline Eagle for Windows Point-of-Sale on this station. If Offline POS will not be used on this station, ignore this message. Otherwise, run COR on the Eagle and use the Eagle for Windows POS Scheduler to enable the daily refresh. Contact the Eagle Advice Line at 1-800-322-3077 for assistance.
Formerly only available in Legacy, FAXQUE is now available in Eagle for Windows. You must upgrade your FAX software to utilize FAXQUE for Windows. For the FAX upgrade procedure, see Chapter 4 of the Level 26 Conversion Guide, the section "Fax Installation Procedures."
FAXQUE is used to determine the status of submitted FAX requests, cancel FAX requests, or re-FAX a failed transmission. Access to FAXQUE requires security bit 218. FAXQUE is accessible from the System Management Menu. The viewer is different from legacy FAXQUE in the following ways:
Completed faxes can be retransmitted to either the same fax machine or a different fax number, regardless of the status of the last attempt. Other cover page values can be changed before retransmitting as well (Faxes originating from legacy FAXMEMO cannot be retransmitted).
Completed faxes are sorted in descending order by Request ID, thereby making recently submitted jobs appear at the top of the list.
The viewer has many new columns of information for both incomplete and completed jobs, giving you comprehensive information on the status of your faxes.
The new option "Ebrowser applications menu" in Options Configuration determines how applications display in Eagle Browser. Select the method that makes navigating Eagle Browser easiest for you. You can set this option by System (all stores have the same setting), Store (each store has its own setting), or Terminal (each terminal has its own setting). Select Menu 1 if you want a menu with no submenus except the Reports and Options Configuration Menus. Select Menu 2 if you want Menu 1 plus the Inventory menu broken out into submenus.
ProtoBase function PBSTL has a new value of A in the Days to Settle field, which settles all unsettled transactions. You must be running ProtoBase version 2.66 or greater to use this feature.
For Transoft users, this release includes a new and improved version of Transoft. Packed data fields that previously came across as garbage will now return valid values. For example, date fields in Inventory are typically "packed fields, meaning that you may see a date such as 03/22/04, but in the file the actual value is stored as binary data. With the new version of TranSoft, these packed fields will now return human readable values that reflect what you see in the application.
A new field, "Direct Print," has been added to Legacy Function MPS, Screen 2. This field determines how an Eagle Network Printer is controlled; either by the application or by the printer driver. If this field is set to Y, the application controls the printer, causing Dot Matrix printers to perform a "form feed" at the beginning of each report, and causing Laser printers to ignore font and orientation settings. If this field is set to No (the default), the printer driver controls the printer, Dot Matrix printers will not perform a form feed at the beginning of each report or apply the double line space option (if used), and laser printers will use the font and orientation settings. Note: if you set this field to No, the option "Eagle Network Report Printing Print Mode" should be set to S (Standard) in Options Configuration.
Making technology systems work for you not only means having fully functional applications that you can rely on, but also having the security mechanisms in place to protect your business. The following security bits have been added to give you greater control over how your systems are used.
38─This existing security bits description has been changed to "Ability to create a special order" in an effort to clarify what this bit really does; its functionality hasn't changed. A clerk with bit 38 set to NO cannot create a special order, but they can recall, change, or invoice a special order.
39─This existing security bits description has been changed to "Ability to create an order" in an effort to clarify what this bit really does; its functionality hasn't changed. A clerk with bit 39 set to NO cannot create an order, but they can recall, change, or invoice an order.
657─(A/R for Windows users only) Ability to access legacy MCR. If a clerk has this bit, he/she can access legacy MCR, or you can limit the user to "display only" functionality in legacy MCR by setting this bit to Yes and bit 681 to No. If a clerk doesn't have this bit, he/she cannot access legacy MCR at all. If you use the Customer Maintenance Changes Viewer, which records all changes (adds, changes, and deletes) performed in Customer Maintenance for Windows, either set this bit to No, or set this bit to Yes and bit 681 to No, because changes performed in legacy MCR are not reflected in the Customer Maintenance Changes Viewer. Also note that if a clerk has this bit, he/she must also have bit 131 to access legacy MCR.
658─(Inventory for Windows users only) Ability to access legacy IMU and LOD. If a clerk has this bit, he/she can access legacy IMU/ LOD, or you can limit the user to "display only" functionality in legacy IMU/ LOD by setting this bit to Yes and bit 682 to No. If a clerk doesn't have this bit, he/she cannot access legacy IMU/ LOD at all. If you use the Inventory Maintenance Changes Viewer, which records all changes (adds, changes, and deletes) performed in Inventory Maintenance for Windows, either set this bit to No, or set this bit to Yes and bit 682 to No, because changes performed in legacy IMU/ LOD are not reflected in the Inventory Maintenance Changes Viewer.
675─(Eagle for Windows with operating systems other than ISC) Ability to add Eagle Reminders for a Vendor. Reminders are user-defined Eagle Alerts that you set up to remind you of a particular event on a particular date. If a clerk has this bit, and the alert option "Allow user-defined reminder alerts" is set to Yes in Options Configuration, then the GoTo menu of Vendor Maintenance will display option R to "Enter Reminder."
676─Ability to access Network Access or Secure Access from the Eagle Browser. Note that this bit doesn't control starting Network Access or Secure Access from the desktop icon.
677─(Eagle for Windows only) Ability to make changes in legacy functions CCN and CCJ. If you use the Customer Maintenance Changes Viewer, which logs changes performed in "Change Customer Number/Job" in Eagle for Windows, you may want to consider limiting this capability, because changes performed in legacy CCN/ CCJ are not reflected in the Customer Maintenance Changes Viewer. Note that if a clerk has this bit, they must also have bit 293 to access legacy CCN.
678─(Inventory for Windows users only) Ability to access legacy MVR. If a clerk has this bit, he/she can access legacy MVR, or you can limit the clerk to "display only" functionality in legacy MVR by setting this bit to Yes and bit 683 to No. If a clerk doesn't have this bit, he/she cannot access legacy MVR at all. If you use the Vendor Maintenance Changes Viewer, which records all changes (adds, changes, and deletes) performed in Vendor Maintenance for Windows, either set this bit to No, or set this bit to Yes and bit 683 to No, because changes performed in legacy MVR are not reflected in the Vendor Maintenance Changes Viewer. Also note that if a clerk has this bit, he/she must also have bit 178 to access legacy MVR.
679─(Document Management users) Ability to access the Document Archive Viewer, where you can view all types of archived POS transactions.
680─Ability to right-click in a column heading of any viewer to display a menu of options that allow you to customize what displays in that viewer. If a clerk does not have this bit and right-clicks in a column heading, the menu of options doesn't display.
681─(A/R for Windows users only) Ability to have full functionality in legacy MCR. If a clerk has bit 657, this bit controls the amount of functionality allowed. If a clerk has this bit and bit 657, then all functionality is allowed subject to the normal add, change, and delete security bits. If a clerk has bit 657 but doesn't have this bit, then only "display" is allowed in legacy MCR.
682─(Inventory for Windows users only) Ability to have full functionality in legacy IMU. If a clerk has bit 658, this bit controls the amount of functionality allowed. If a clerk has this bit and bit 658, then all functionality is allowed subject to the normal add, change, and delete security bits. If a clerk has bit 658 but doesn't have this bit, then only "display" is allowed in legacy IMU.
683─(Inventory for Windows users only) Ability to have full functionality in legacy MVR. If a clerk has bit 678, this bit controls the amount of functionality allowed. If a clerk has this bit and bit 678, then all functionality is allowed subject to the normal add, change, and delete security bits. If a clerk has bit 678 but doesn't have this bit, then only "display" is allowed in legacy MVR.
685─Ability to change the "eligibility" flag in the G/L Passoff column of the Inventory Transaction Register (ITR) grid. The eligibility flag determines whether or not a transaction can be passed off to General Ledger.
686─Ability to override the G/L account number in the Inventory Transaction Register (ITR) grid.
694─Ability to view the Customer Maintenance Changes Viewer, which records all changes (adds, changes, and deletes) performed in Eagle for Windows Customer Maintenance.
695─Ability to view the Vendor Maintenance Changes Viewer, which records all changes (adds, changes, and deletes) performed in Eagle for Windows Vendor Maintenance.
696─Ability to return an item marked as non-returnable. When the option "Allow an item marked as non-returnable to be returned with a M/O" is set to Yes in Options Configuration and a clerk has this bit, he/she can return the item after answering the question in POS "Item is non-returnable. Continue with return?" If the option is set to Yes and a clerk doesn't have this bit, he/she must obtain a manager's override to return the item. If the option is set to No, no clerks can return non-returnable items.
698─Ability to reverse a cash or check payment on account (ROA) taken today at POS. Payments that have been applied, finalized, or were taken in a different store are not eligible for reversal.
702─Ability to access the Deposit Activity Viewer from POS for Windows. The Deposit Activity Viewer contains a record of all deposits taken, deposits applied, and deposits returned.
703─Ability to access the "Item Changes for Bin Labels Viewer" on the Label Design & Printing Menu of Eagle Browser.
704─Ability to access the "Import transaction file into POS" feature, which allows you to import a transaction exported from a third-party software package into POS for Windows.
706─Ability to change the lockin-store (Cntrl S in Ebrowser) if the currently signed-on user doesn't have bit 12. This means the signed-on user can change the lockin store if they have this bit, or bit 12.
708─Ability to access the Cash Drawer Balancing Viewer, which lists each drawer either by terminal number or clerk, depending on how you set the option "Accumulate and Print cash drawer totals by clerk or terminal" in Options Configuration. For each cash drawer session, the viewer lists the store number, date opened, time opened, status, beginning balance, etc.
709─Ability to make changes in the Cash Drawer Balancing Viewer by pressing the ACTUALS button, which opens a dialog box that allows you to enter actual totals per tender on a "closed" drawer. The system takes these actual values and calculates and displays an over/short amount in the grid. You can also enter a comment, if desired.
710─Ability to delete Offline POS transactions rather than uploading them.
711 (ITR users) Ability to access the Inventory Transaction Register (ITR), which tracks changes made to inventory items such as changes to quantity on hand or pricing.
712─Ability to create a Transaction Reversal with a manager's override. If a clerk has this bit but does NOT have bit 596, he/she can do a Transaction Reversal but only with a manager's override.
714─Ability to view the Inventory Maintenance Changes Viewer, which records all changes (adds, changes, and deletes) performed in Inventory Maintenance for Windows.
715─Ability to access the Spooled Reports Archive Viewer, which contains every spooled report and fax (except those you've already deleted from the Archive), and allows you to view or print them.
716─Ability to access the A/R Transactions Archive Viewer, which contains A/R transactions that purged when RAG option P (Purge) was run, and transactions deleted in legacy "UMOI" (a utility typically only used with guidance from an Epicor representative). You can also view "live" archived transactions along with the purged/deleted transactions if desired.
717─Ability to access the P.O. Archive Viewer, which contains a snapshot of entire purchase orders prior to any receiving activity (including manual receiving, RF receiving, and electronic receiving [ERP]).
718─This bit controls whether or not the expected tender amounts print on the cash drawer totals receipt when a clerk uses No Sale option K "Print totals and close cash drawer" in Windows POS. Set this bit to No if you don't want the clerk to see the expected tender amounts.
719─Ability to access the POS\Order Entry Flex-Labels Designer window.
722─Ability to access the Price Import Designer window.
723─Ability to access the Price Import window.
730─Ability to maintain Special Orders in POS.
731 Ability to maintain Orders in POS.
732─Ability to access the ProtoBase Transaction Log in Function SHOWLOG.
The following explains the changes to the original, non-windows Eagle system (also known as "legacy").
You can now receive a weekly maintenance file called Electronic UPC Update ( EUU) that adds new UPCs to your system (if you stock the corresponding SKU) based on the latest information from True Value. If a new UPC is transmitted for an SKU that already has a UPC linked to it in your system, the new UPC will be linked to the SKU in addition to the existing UPC. To start using EUU, do the following:
1. Make sure you have a control stream set up for EUU in the Maintain Transmission Control Stream window (MTC). Type COTEUU in the Control Stream Name and press Enter. If the control stream displays, make sure the phone number is correct, and the member number is valid (If you see PAR MEMBER#=XXXX-X, substitute your member number for the X's). If the control stream doesn't display, use the example below to enter it. Be sure to substitute your member number for the XXXX-X.
Control Stream Name: COTEUU_
PAR PHONE1=18005623793_________________
PAR PASSWORD=PASSWD_________________
PAR MEMBER#=XXXX-X____________________
2. Call the True Value help desk, Request the last sequence number for the UPC maintenance file, and enter that number in Function COTUTL.
You can now receive by SKU across multiple PO's for the same vendor. You can also receive multiple occurrences of a SKU on the same PO. The logic for multiple occurrences works as follows: if the first occurrence of the SKU has already been received, the system will check if the item is on the PO a second time, and if so, it will display the second instance. Note: receiving by SKU does not support adding SKU’s to purchase orders.
If you don't want the credit card number to be readable on either the customer's or the store's receipt, set the field "Mask Credit Card Number on Customer Receipt?" in Function MIV to the new setting, B, to mask the credit card number on both receipts.
The Price Matrix screen ( MPM) has been enhanced to allow various applications to calculate Matrix Prices using a Percent Up From Retail method, similar to the existing Percent Down From Retail method. To use this feature, enter the @ symbol and the desired percentage for any Product Code/Price 1-5 value. In other words, if you want prices calculated as a percent up from retail, enter the @ symbol in the same way you would enter a minus sign when you want to calculate as a percent down from retail.
A new report called RCA Conversion Report for Ace will allow you to compare a list of new Ace SKUs to the corresponding SKU that you currently carry in your inventory file. The report will list the new Ace SKU, along with one or more corresponding SKUs that are from anther vendor. The initial launch of this program will be for Ace dealers wanting to swap out their National and Stanley product lines and replace those items with private label items from Ace. The final step in this process is to run RCIN to merge the information from the old SKU and the new Ace SKU. Special options are available to allow you to keep pricing and location codes from the new SKU. This process is documented on Acenet and is being distributed as a patch (on floppy disk) to all Ace dealers who request to take part in this program.
You can now choose not to print terms discounts on invoices by setting the "Terms Discount Readable" field in Function MIV to the new setting B so that terms discounts do not print.