What's New on Release 16 What's New on Release 16
Eagle for Windows release 16 supports running Windows Vista on new PCs that come with Windows Vista installed. The versions of Windows Vista that are supported include Vista Business, Home Premium and Ultimate. Vista Home Basic is not recommended.
Epicor does not recommend upgrading to Vista on existing PCs running Eagle for Windows for the following reasons: 1) Most of the Vista enhancements will have little or no benefit to Eagle customers, 2) many video and printer drivers are not yet certified under Vista and may not work with this operating system, and 3) additional RAM and other memory upgrades could be required to run Windows Vista; therefore, if it is installed without the necessary upgrades, you could see a negative impact on the performance of the system.
If for some reason you must upgrade an existing PC to Windows Vista, you must uninstall and reinstall Eagle for Windows. Click here for the procedure.
Order Change Log Viewer - Now you can review events and information associated with an order or special order with the Order Change Log Viewer. For example, when adding an order, the system logs the time and date, name of the person adding the order, and the terminal where it was created. When changing an order, the system logs the date and time, specific details of the change, name of the person making the change, and the terminal number. You can view order changes by order or by date, with further refinement by event.
Returns Validation Feature - The Returns Validation feature gives you greater control over returned merchandise by comparing customer returns against past purchases. This means you can prevent erroneous returns of products that werent purchased at your store, as well as prevent customers from returning more merchandise than originally purchased. When merchandise is returned on a sale, credit memo, order, or special order, POS automatically displays a return validation window, showing the past purchase history of the item being returned. It takes into account any quantities previously returned against a particular purchase. A warning message displays if there is no purchase history with a quantity available to return against, or if an item being returned was never purchased from the store. The warning can only be bypassed with the proper security.
In Offline POS, the clerk is prompted for the Doc# and Store (if applicable) of the original purchase. This information can be typed in, or scanned in if the receipt or invoice has a barcode which identifies the document number of the original purchase. When uploading offline transactions, the system searches QuickRecall for the Doc# and Store. If theres a match, and the transaction is for the correct customer and contains the correct item, the system posts the return against the first eligible occurrence of that item on the original invoice.
Address Verification Service (AVS) -This new service is designed for businesses that process credit card sales where the customer is not physically present (i.e. iNet e-Store), or situations where a clerk is unable to swipe a credit card. It is a powerful tool for assessing the risk of fraud, giving you a greater level of confidence when deciding whether or not to complete a transaction. However, it does not provide protection for a chargeback.
There are two types of AVS: Mail Order/Telephone Order (MOTO) and Retail.
MOTO AVS is a purchase option for ProtoBase users who process mail, telephone, and/or Internet orders. MOTO AVS prompts a clerk for additional customer address and credit card information during the credit authorization process. AVS validates that the customer is the legitimate and authorized card holder by verifying the billing address against the card information. It then provides information on how secure the transaction is for you to complete.
Retail AVS is available to all Eagle for Windows users with ProtoBase, and is helpful when a customer is in the store purchasing goods, but their bank card cannot be scanned. The benefit of Retail AVS is a potential reduction in processing fees for non-scanned transactions. To activate Retail AVS, set option 8292 "Address Verification in POS" to R (Retail).
Customer Returns Viewer - Use the new Customer Returns Viewer to view all returns (regular, defective, and exchange for defective returns) for a specific customer, range of dates, or specific clerk. You must have security bit 802 "Access Customer returns viewer" to access this viewer. It is accessible via the Eagle Browsers Sales Review Menu, and from POS for Windows.
If you use Returns Validation, there are some additional features in the Customer Returns Viewer. You can view the return document or the original sale document from QuickRecall. Also, the original document number and original sales clerk display in the grid. Returns that are not applied to an original purchase have a Source column showing Online, Offline, or Transaction Reversal; there is also a Reason column which indicates either Not Purchased or Already Returned.
Bad Check List - Use this new feature to help protect your business against fraudulent checks by creating a list of bad checks. Each time a bad check is returned from the bank, you create a Bad Check List record (security bit 775 is required to enter bad checks). At POS, whenever a check is tendered, the cashier is prompted to enter information about the customer such as Name, Phone Number, Driver's License Number, etc. The system compares this information against the Bad Check List, and if there is a match, the bad check(s) displays in a dialog box, and the cashier should ask for a different form of payment. With proper security, or manager approval, the cashier can bypass the bad check. You must set option 8276 "Perform 'Bad Check' validation at POS" to Yes in Options Configuration to activate the Bad Check List feature. This feature is available in online POS only; it is not available in offline POS.
Alternate Items - Use this feature to create alternate items to use as a substitute if the original item is out of stock or if the substitute item replaces the original item. For example, if you are out of one brand of masking tape, the system will suggest a similar item of a different brand. In POS, if the item being displayed has alternates, the hyperlink Alternates displays below the Item (SKU) label in the posting area. Clicking the hyperlink displays the list of alternates available for that item. For multistore systems, all alternate item lists are considered master data and are the same across all stores on the same Eagle. Only the items in the inventory for the selling store are displayed at POS.
You set up and maintain alternate item lists in the Alternate SKU Maintenance Viewer, which is accessible from the Misc menu in Inventory Maintenance. From this viewer, you also set up Alternate SKU "Types" to specify categories of alternate items, such as "substitute," "exact replacement," "generic brand," etc. Then, in Customer Maintenance, you can exclude specific Types of alternates for particular customers. For example, if you set up a Type G to indicate "generic brand," but a particular customer doesn't accept generic brands, you would mark that account to exclude Type G. You can also specify whether to display a list of alternates for an item to the clerk if the purchase quantity is greater than the available quantity. This is controlled by Option 8350 Display Alternate Items at Point-Of-Sale?
Note: This new feature replaces the Substitutes feature in Customer Order Management.
Related Items - This feature lets you create and assign related items to help increase the total dollar amount of each sale. Sometimes this is referred to as companion selling. A related item is another item in inventory that is related to the item being sold. For example, if a customer purchases a gallon of paint, the system can prompt the clerk to ask customers if they need a roller, tray, or drop cloth. The option Display Related Items at POS (ID# 8347) determines whether to display a list of related items to a clerk.
"Sells With" Feature - Another function of the Related Items feature is the new Sells With feature. You can assign a related item to an item by setting its Related Type field to Sells With, Credits With, or Sells and Credits With. When the item is sold, the system automatically adds the sells with item to the sale without any additional prompting to the clerk. This is especially useful for a Buy One Item, Get the Other Item Free sale. You can also use this feature for excise tax or environmental fees.
Totals Streamlining - (Customer Order Management users only) Totals Streamlining makes Order Entry quicker and easier by minimizing the number of keystrokes required to complete a transaction. For example, you can create a transaction without having to select the type of transaction first, automatically place the amount due in the Cash tender field, simplify the process of voiding a transaction, etc. Option 102 "Return to Header Screen After Each POS Transaction" must be set to O (Order) to use Totals Streamlining.
Totals Streamlining is controlled by the following series of options in Options Configuration:
Option 8203 Go to tenders screen when totaling an Order - Set this option to Yes so that after you press Total, you can immediately invoice the transaction by entering the amount tendered, or save the transaction as an Order, Quote, or Suspended transaction.
Option 2164 Does Total's <Quote> button print or not print? - This option determines if quotes created by pressing Quote from the Totals screen print or not.
Option 5165 "Does Total's <Order> button print or not print?" -This option determines if orders created by pressing Order from the Totals screen print or not.
Option 5166 "Default for the Print field in the Total's <Save As> dialog?" -This option sets the default for the Print field located in the dialog that displays when you press Save As from the Totals screen.
Option 8257 "When to check for required PO on an order? - This option determines whether the "PO Required" dialog displays at the start or end of transactions that require a customer PO number.
Option 8258"Default Cash tendered to amount due for cash customer transactions - Set this option to Yes to automatically place the amount due in the Cash tendered field for cash accounts. (Charge Allowed field must be set to No).
Option 5167 "Type of prompt given when the clerk presses the Void Transaction button - This option determines what happens when a clerk voids a transaction: 1 = Prompt the clerk with a set of 3 reasons to choose from (this is the traditional Eagle behavior), 2 = Display an "Are you sure?" warning to the clerk, 3 = The transaction is voided without any prompt or warning.
Add Special Order Items to Inventory from POS - You can now quickly and easily add special order items to your inventory without having to leave POS. The main benefits of this feature are:
Improved control of the non-stock ordering process
Inventory valuations will include non-stocks that have been received and not yet delivered to the customer (or were returned)
Better tracking of non-stock returns since they will be recorded to a specific SKU making it easier to recognize them as dead stock and get rid of them
Speedier checkout for non-stock items because you no longer have to access the Inventory File to load them
Tracking of sales history for non-stock items in case you decide to stock them
Customer Order Management Batch Invoicing Enhancements - There are two new time-saving enhancements in batch invoicing:
Fax or email invoices to selected customers automatically when a batch is invoiced.
Instead of the system automatically printing batch invoices, you can now select to print them using QRPRINT Option B Batched Invoices Only. QRPRINT prints the invoices on Enhanced Forms, and archives them as well.
Category Pricing Plans (CPP) - Several enhancements have been made to CPP.
The CPP Price Plan name field has been extended from 5 to 10 characters to give additional naming flexibility.
An item sold under a CPP pricing plan is now assigned a price according to the following hierarchy: Contract, SKU, Product Code, Fineline, Class, Dept, Vendor, SubPlan, Base.
Increased pricing flexibility lets you set a price to zero within any CPP price plan type (SKU, Department, Product Code, etc.) by discounting one of the markdown pricing methods by 100%. You can also create a markup percentage greater than 100%.
You now have the capability to calculate customer-specific List prices. You set this up in CPP by entering a List Price Calculation (U Markup, D Markdown, G Gross Profit, or N No Calculation), and then the Price to which that percentage should be applied.
Two new category types have been added to give you even greater control of your pricing plans. The new types are:
Contract A contract price is an agreed-upon sales price. It is an exception to a customers pricing plan, and overrides all other types. You select an existing pricing plan you want to use as the contract (much like how you select an existing pricing plan to be a sub-plan).
Base - Select this type as a catchall for items that are not affected by the other types of plans. The system only uses Base Price when no other matches are found in the category pricing record. In other words, Base is a more flexible way of setting a standard selling price for a customer (as compared with using the Standard Selling Price field in Customer Maintenance) because it can use a calculation rather than a specific price.
Changes have been made to the following pricing methods:
Pricing method * (user-defined price) This method now lets you select any Type in the Type field.
Pricing method G Gross Margin Percent When you select this method, you select the percent to apply, as well as a Price Code (specifying whether to use replacement cost, list price, retail price, etc.) as the basis for the gross margin percent calculation.
You can now apply a discount (or markup) to an item's calculated CPP price based on the item's popularity. This type of discount is often called a velocity discount or movement discount, allowing you to adjust CPP prices up or down to compensate for the items' popularity. The discount/markup is determined by the items Popularity Code in Inventory Maintenance (Popularity Codes are generated by the Product Analysis Report-RPA). In POS, popularity discounts/markups are applied to the items in the customer's pricing plan. The discount (or markup) percent for each Popularity Code is set up in Options Configuration. The percentage you enter can be anywhere from -99.99 to +99.99. A negative percentage will increase the price, and a positive percentage will reduce the price. If desired, you can exclude customers from receiving a popularity discount/markup, even if the CPP plan they're assigned to is set up to give such discounts .Popularity Code Discounts are available for all types of Category Pricing Plans except Contract and Sub-Plan. The option "Popularity Code Discounts Allowed in CPP" (ID #8390) must be set to Yes to use this feature.
CPP has a new Misc option that allows you to reprice User-defined (*) SKU items within the plan using either a % increase or a % decrease. To use this feature, display the CPP plan, click Misc and select option 4 "Reprice User-defined (*) SKU items. A dialog displays, allowing you to enter either a percent increase or decrease. Enter the value you want to increase or decrease by, and click OK. The items will reprice; then you must click Change to save the changed prices. This option only works on the plan being displayed. For plans within plans, you must re-price each sub-plan independently. This feature will only reprice the Type "SKU" that has a price method of *.
Fixed Price Indicator - This new field is accessed from the Codes tab of Inventory Maintenance by clicking Additional Codes Flags, and works with Category Pricing Plans (CPP). When an item is assigned a Fixed Price Indicator, this price is always used when posting the item in POS/Order Entry. The only exception occurs when the item is on a contract in CPP assigned to the customer. Once the item is in POS, the price is handled the same as any item and can be overridden, discounted, repriced by Copy/Reprice, and can even be posted at No Charge.
Selling Codes - (Customer Order Management users only) Increase the speed of the Order Entry process by using Selling Codes to simplify the keystrokes required to execute certain tasks, such as marking an item as a Lost Sale, Unusual Sale, or Returned Item. Using Selling Codes is easy just place your cursor in the Quantity field, and enter the Selling Codes along with the quantity being sold/returned. To begin using Selling Codes, you must first set up two options in Options Configuration: "Selling Codes can be entered in Quantity field" (ID #5036), and "Display tool tip for selling codes available in the quantity field" (ID #5037).
POS Price Formulas - Changing an items price in Order Entry/POS is now much easier. Simply place the cursor in the Price field and select one of the available Price Formulas. To begin using POS Price Formulas, you must first set up the following options in Options Configuration: "Pricing Codes can be entered in Price field" (ID #8451) and "Display tool tip for pricing codes available in the price field" (ID #8452).
Store Groups - (Multi-store Only) This time-saving feature allows you to create groups of stores, then view customer data, as well as add, modify, delete, and view inventory data by store group. Once you have set up store groups, you can view information on the various groups in the Inventory and Customer Viewers. Highlights of this feature include:
Add and delete items by Store Group in Inventory Maintenance, Item Price Changes (IPC),and Modify Item Promotions (MIP).
Add price changes and promotions by Store Group.
Store Group can also be used in the Copy store-specific changes to other stores dialog in Inventory Maintenance.
The multi-store view in Item display in POS only shows the stores in your store group.
New Option 8378 POS A/R Store Group - With this new option, you can enter a Store Group to determine which customer accounts are allowed to invoice, return, or pay in your store when option 440 Cross Store Charges Allowed is set to Yes or Warn. The customers St Account Opened in Customer Maintenance field must equal a store listed in the store group that is entered in this option. If security bit 605 Display customers from all stores in customer lists is set to No, this option also controls which accounts display in the POS Customer dropdown list when doing a lookup by name, phone #, or alternate ID.
New Option 8374 Post returns with current or original cost? - Use this new option to determine whether cashiers can post returns at the original or current cost of the item. Set to C (Current) to post returns with the current cost, or O (Original) to post returns with the cost from the original sale. Option O only works if the return is made against a specific prior purchase via Returns Validation or Show Prior Selling Prices.
New Option 8375 Recalculate Average Cost after a return - Use this option to determine whether to recalculate an items Average Cost after it is returned. This only applies if Option 8374 Post returns with current or original cost? is set to Original.
Enhancement to the Show Prior Selling Prices feature - Cost has been added to the information that displays when you use the posting menu option Show X prior selling prices. If you dont want cost information to display, set option 200 Display Cost on Inquiry to No.
New Option 5112 Items added to a Picked or Shipped status order will be invoiced? (for PPS Users) This option controls whether newly-added items are included on an invoice when an order with a picked or shipped status is recalled for invoicing. There are three choices: Yes, the newly added items should be included, No, the newly added items should not be included. and Optional (O), the cashier decides which items should be included.
POS Order Viewer Delete Button - The newly added Delete button saves you time by allowing you to delete open transactions right from the POS Order Viewer.
Ability to View/Change customer codes - This new option is accessed from the POS Header Menu. Customer codes default to the customer account codes from Customer Maintenance, but can be changed using this menu option if the signed-on clerk has the new security bit 789. These codes are passed into QuickRecall.
New Pricing Source Field in the POS Order Viewer
Security for Credit Memo vs. Credit Item - You can now control whether a clerk has the ability to post line-item credits, or only credit memos. Two new security bits, 784 ((MO) Ability to post a credit item) and 785 ((MO)Ability to create a Credit Memo), have been added to control this, and work in conjunction with existing security bits 74 and 558.
Longer Customer PO field - The Customer PO number field in POS/Order Entry has been lengthened from 12 to 30 characters. This feature is particularly useful for Customer Order Management users. Only Enhanced Forms print customer PO numbers that are longer than 12 bytes. QuickRecall has been enhanced to show columns for PO# and Long PO# - the first column contains PO numbers 12 bytes or less, while the Long PO# column always contains the PO#, regardless of the length.
The following fields have been added to the QuickRecall Viewer: Original Order Taker (the existing Clerk field shows the clerk who completes the sale or invoices the order), Customer Account Codes, Trxs Origin (this field indicates either Legacy, WinPOS, Offline, Econtractor, Estore, RF POS, or AConneX).
New fields in the QuickRecall Viewer if youre using the by SKU or by Part (JCON only) lookup method: Clerk, Order Taker, Version # (PPS users), Location, Vendor, PO#, PO line #, Item Code 1, Item Code 2, Item Code 3, Item Code 4, Tax Code (if the tax code is at the line-item level), List (from Inventory Maintenance), Retail (from Inventory Maintenance), Core, Delivery Date, and Selling Codes.
New fields in the QuickRecall document viewer: Version # (PPS users), Location, Vendor, PO#, PO line #, Item Code 1, Item Code 2, Item Code 3, Item Code 4, Tax Code (if the tax code is at the line-item level), Core, Delivery Date, and Selling Codes.
New option 8613 "Launch Quick Recall with "Details" defaulted to checked? If this option is set to Yes, the system automatically places a checkmark in the "Details" field when the Quick Recall viewer is launched for a specific customer. The viewer shows the customers transactions, including a line for each item purchased on that transaction.
New "GP%" field when using the Customer/Date Range Lookup This field allows you to display transactions with a gross profit percent equal to or lower than (including negatives) the percent you indicate.
When doing a SKU lookup or a lookup with the Details flag checked, the GP% is relevant to the SKU GP%. For example, if you enter a value of 15% and the Details flag is checked, the system only shows details where the SKU GP% is 15% or less (including negatives).
With the "Details" flag unchecked, the GP% is relevant to the "TRX GP%". For example, If you enter a value of 15% with the Details flag unchecked, the system selects transactions where the TRX GP is 15% or less(including negatives). Note: To view all items or transactions with a GP% less than .00, you must enter a .01 in the GP% field.
SKU has been added as an additional lookup criteria to the "Customer/Date Range Lookup"
POS Item Display Enhancements - There are three new enhancements to the Point of Sale item display:
Items identified as store closeout now display the fact they are on closeout in the same place as discontinued items, and are identified by the word Closeout. If an item is both a closeout and discontinued, then it displays as Discontinued.
New Option 8286 "Format of the item information's 'simplified' display? - This new option determines what information displays in the simplified item display window in POS/Order Entry. Set this option to 1 to display the items quantity available, quantity on hand, quantity on order, committed quantity, price, cost (optional), location, mfg. part#, order multiple/standard pack, vendor, and date of last sale. Set to 2 to display only the items quantity available, quantity on hand, quantity on order, and committed quantity.
If using the Alternate Items feature, and if the item being displayed has alternates, the hyperlink Alternates displays below the Item (SKU) label in the posting area. Clicking the hyperlink displays the list of alternates available for that item.
Serial Number Tracking - New enhancements for items with serial numbers places tighter control over selling these items, insuring they are invoiced correctly with an assigned serial number. These new controls include:
If the serial number of the item is not known at the time the item is posted, the clerk can press Esc to post the item without a serial number. When the serial number is available, the order can be recalled, and posting menu Option E Assign Serial Number can be used. If the item was already posted with a serial number and you use Option E, youll be asked if you want to void the previously used serial number; if you answer Yes, the previously used serial # will be changed from sold back to available.
Save time by assigning multiple serial numbers at the same time. Simply press Change on the item, select Posting Menu option E Assign serial number, and enter the various serial numbers.
All items with serial numbers require a serial number assignment before invoicing or shipment is allowed. When you invoice a transaction with items with serial numbers, the system verifies that those line items have an assigned serial number.
Pre-defined Comments - Now you can create a set of pre-defined comments for POS, and then select from them during posting by using the F3 (Comment) button. For example, you could create and assign the following code to fragile items: HVC = "Handle very carefully! Breakable!"
New option 5481 Print a store copy receipt for returns - Set this option to Yes if you want to print a store copy receipt whenever an item is returned for a cash customer. The receipt has a line for the customers signature. You can enter six lines of text as well; enter the text in the series of options entitled Text for store copy of item return/voucher.
Return to Clerk Timeout for Loyalty Number window - The cashiers timeout function now works from the Loyalty Number Entry window at the start of a transaction. You can also the timeout function from the Customer field if the new option 8401 Timeout for clerk signon applies to Customer header? is set to Yes.
Enter Additional Information Dialog Has 3 Item-Level User Codes - (Customer Order Management users) The POS Posting Menu's Enter Additional Information dialog has 3 item-level user codes which can be defaulted from any of the 20 user codes in Inventory Maintenance. These codes can be changed during posting and flow into QuickRecall. Refer to options 8402 through 8404, which you use to define which User Codes from Inventory Maintenance are used as the defaults. Option 8406 through 8408 can be used to set up a table of user-defined values and their meanings for each of these codes. Security bit 790 controls the ability to change an items user codes. The column to view these item-level user codes in QuickRecall is labeled "User Codes."
New Option 8414 Prompt for return reason? - Set this option to Yes if you want the system to prompt the clerk for a return reason when a customer returns an item at POS. Create a list of user-defined return reasons in option 8416 Add/Change user-defined return item reason codes. When an item is returned at POS, the standard Type of Return dialog displays (where you indicate if the item is a regular return, defective, or exchange for defective). Then you are prompted to select a return reason.
Lost Sales Enhancements
Previously Option 3092 Should change in order quantity be recorded as lost sales? was tied to option 110 Display Backorder Prompt, which meant if you reduced the order quantity on an item and were prompted to backorder the difference, the amount not backordered was recorded as a lost sale. Now, these two options are no longer tied together. Now, if Option 110 is set to No and the quantity is reduced, the difference is automatically recorded as a lost sale if option 3092 is set to Yes.
When a lost sale is recorded due to Option 3092, the system sets the lost sales reason code to the first reason code defined in Option 3095 Lost sale reason codes, and also records the transactions document number in the lost sale ITR record.
Customer Maintenance has a new field Record Lost Sales? which is relevant only when Option 3092 Should change in order quantity be recorded as lost sales? is set to Yes or Prompt. The option can also be set to No, so that Lost Sales are never updated on transactions for the customer.
Tax Exemption - Use the Tax Exemption feature if your state requires a customer's signature of compliance on purchases of items that are tax-exempt. With this feature enabled, the customers you specify must read a tax exemption statement and sign it as a testament of their compliance. The combination of the exemption wording and signature is commonly referred to as Farmers Exemption Certificate, Farmers Exemption Statement, or Agricultural Exemption Permit. Typically the items being purchased are used in the production of crops or livestock for human consumption. You can require a signed statement for all normally taxable items sold as non-taxable, or for only some items that are sold as non-taxable. The signed statement requirement can apply to all your customer accounts, or to only certain accounts.
If you have Document Management/Signature Capture, the system stores the signed statements, which means you have a convenient paperless record of your signed tax-exempt transactions. If you don't have Document Management/Signature Capture, you can still use this feature and physically store your signed tax-exempt transactions.
Order Detail Viewer - The Order Detail Viewer is a very flexible and powerful viewer that provides line-item detail for open POS Documents. It offers a variety of lookup methods, including SKU, customer, from/to dates, transaction type, and status. For example, you can view all occurrences of a particular SKU across all transactions, or perhaps only occurrences on a particular type of transaction, such as orders.
New Option 5012 Allow loyalty account in all stores even if Cross Store Charges = No - This new option allows a loyalty customer with one account in Customer Maintenance to purchase with that account in all stores, even though the account was opened in a different store. Note: this option does not affect legacy POS.
New Option 8635 What does security bit 578 = No mean? - This option only applies to a clerk that has security bit 578 (ability to change the description of an item) set to No. If you want your POS clerk to be able to change the description of an item but only on special order transactions, set this Option to 1 and set security bit 578 to No. If you want your POS clerk to be able to change the description of an item but only if that item is a non-stock, set this Option to 2 and security bit 578 to No. A non-stock item is either a NIF (not in file) item, or an item in Inventory Maintenance whose Keep Stock and Keep Prices fields are both set to N.
New Option 8465 Change salesperson when item is returned? - (Returns Validation users only) This option determines if the original salesperson replaces the salesperson on the current transaction when an item is returned against a prior sale using Returns Validation. Set this option to Yes if you want the salesperson from the original sale to become the salesperson for the current transaction where the item is being returned. Note: If you set this option to Yes, Epicor recommends you NOT post line-item credits to a Sale transaction; instead, you should begin the transaction as a Credit Memo. The reason is, the Salesman who is posting the sale item(s) and the line-item credit(s) on the same transaction will only get the commission for the sale items if he/she happens to be the salesman on the original transaction.
New Option 5168 What actions does security bits 565/566 control? - This option determines the methods for changing a price at POS that security bits 565 and 566 control. 1 = These bits control the ability to change an item's price by manually typing it in, or by using Cntrl D (Discount), Cntrl P (Promo), or Cntrl O. 2 = These bits control the ability to change an item's price by all of these methods except for manually typing in a different price, which is controlled by the separate security bit 817 "(MO) Ability to manually type in a different price." Note: The ability to enter Pricing Codes in the posting area's Price field is controlled only by Option 8451 "Pricing Codes can be entered in Price field.
New Option 8631 Print composite tax breakdowns on POS documents - Use this option to have the system print a breakdown of the total tax amount when it is made up of component taxes. Each component tax code and the tax amount print on all POS documents - invoices/orders/receipts/credit memos, etc. The tax/amounts also print as the last lines in the body of the invoice (where the detail lines print). The totals area won't change - it will continue to print only the total tax amount. A given transaction can have a maximum of 15 component taxes. The legacy invoice forms prints a maximum of 6. Receipts as well as Enhanced Forms print all 15.
New Option 8633 Display Customer Credit Card List only on ProtoBase enabled terminals - When set to Yes, clerks who are assigned security bit 688 "(MO) Access customer credit card list" will only see a customer's stored credit card list on terminals set up for ProtoBase credit authorization (option 140 "Credit Authorization Allowed" is set to "P"). On terminals where ProtoBase is not set up, a customer's stored credit card list will not display in POS. This functionality is designed to avoid the mistake of tendering with a credit card and thinking it will get authorized by the system, when it actually wont. This option should be set to Yes if you have ProtoBase credit authorization, especially if you use role-based security. Set this option to No if you do NOT have credit card authorization at all, and want your clerks to be able to select from a customer's stored credit card list. Additionally, security bit 688 "(MO) Access customer credit card list" must be set to Yes for a clerk to view a customers credit card list.
New Option 8713 Pass Direct Ship info from sales order to P.O.? - Set this option to Yes to post and print both the Ship Via and the Customer PO Number for each Direct Ship items; otherwise, set the option to No to not post or print this information. By choosing Yes, the Ship Via and Customer PO Number can optionally be passed to the purchase order. To pass these comments to the PO, make sure Option 112 Adv S/O Receiving - GPO Options to Use has D for Pass Through Descriptor Lines included.
Easier Access to Customer Activity Notes - You can now access Customer Activity Notes right from the Customer Detail window in the Customer Viewer, or when pressing Display in the mini or big header in POS. You can also view the Customer Detail window by clicking the hyperlink on customer-based alerts, and from the Customer Detail window you can also view, add, and edit a Customer Activity Note.
Increased options for the No Sale menu in POS - When you start a transaction as an order or quote, you now have all of the same options as you do on the No Sale menu (test form alignment, open cash drawer, etc.).
Bag/Bucket Sale Feature - This new feature lets you apply a promotion discount percent to an entire group of items on a POS transaction. Ace and True Value stores can use this for their Bag Sale and Bucket Sale. When customers fill a bag/bucket with the desired items, all of the items in the bag/bucket receive a specific discount (optionally including non-discountable items). The discount percentage is applied on top of the customer's regular price for the items. The cashier is able to indicate when to begin and end the discounting, so items that dont fit in the bag/bucket are not discounted.
New Option 5951 - "Print 'Regular Price' line on POS receipts" - Set this option to Yes to have the customer receipt print an additional line with the item's regular (suggested) price if the customer's price is not the same as the suggested price. The receipt prints a second line which says "Regular Price" followed by the suggested price. The system determines the suggested price based upon Option 140 Suggested Price to Print.
New Option 8705 Allow cash back if loyalty coupon(s) exceed purchases - This option determines whether or not to allow a refund when the sum of the loyalty coupons exceeds the total of items being purchased. A loyalty coupon is the SKU that matches the Coupon SKU entered in Option 130 "Coupon SKU", as well as any SKUs where the Location field equals CRED and the Promo Sales Code equals C. For example, if this Option is set to No, and a customer buys an item for $4, while returning an item for $50, and they have a $5 loyalty coupon, when they press Total the following message displays The coupon value cannot exceed the sum of items being purchased. Refund not allowed. <OK>
New Option 8703 Use Open Quote price in Best Pricing - This option determines if the system considers a valid (unexpired) Open Quote price when determining the customer's best price. When set to Yes, an Open Quote price is considered with other prices such as the customer's standard selling price, promotion, and quantity break in determining the customers price. When set to No, the Open Quote price is always used unless a manual price override has been done, or when the item is covered by a CPP plan and the plan's Best Price flag is NOT set to "O" (Always use as Best Price except when an Open Quote Exists).
New Option 8625 "This store posts 'sells with' that are an environmental fee" - In a multistore environment when this option is set to No, a related "sells with" item that is marked in Inventory Maintenance as Fee Type = E (environmental) will not post. This allows for a store that is in a location which does not require an environmental fee to sell the parent item and not have the related environmental item/fee post. If this option is set to Yes, the system will post the related item that is flagged as an environmental fee.
Quotes and Bids Enhancements
Booking Open Quotes This feature gives you the ability to keep track of the quantity and price of items for specific customers. You can have up to 10 booking quotes per customer. During POS posting, each Booking Open Quote is searched for the item being posted. If the booking open quote has not expired and the quantity available on the booking open quote for that item has not been exceeded, the clerk is prompted to use the booking open quote price. The quantity posted is debited to the Booking Open Quote item as quantity shipped. The next time you sell to this customer, the quantity available to book has been reduced by the quantity shipped on the last transaction. If the quantity being sold exceeds the quantity left available to book, the extra quantity posts with the customers normal pricing. For example, if you have 20 items available on the booking quote at a specific price, but the customer orders 30, the first 20 items post with the booking quote price, while the remaining 10 post on a second line with the customers normal pricing..
Shared Open Quotes With this new feature, you can create a quote/bid and assign it to multiple accounts. Use the new field in Customer Maintenance called Open Quote Number to enter any valid open quote number, even if the Open Quote was created for another account. The Open Quote Number field validates that an open quote is on file. If the open quote was created under a different main account, youll receive a warning; however, youll be allowed to share an open quote across accounts / jobs.
Modified Option 5088 Print all items on Warehouse Pick Ticket - This option now has an option B = Print backorders on Pick Tickets. When you set the option to B, all items will print on the Pick Ticket for only the first release of the order (where version = 1). Subsequent Pick Tickets print the items being released, as well as any items that are backordered.
Tax Status Overrides in Tax Code Maintenance - There is a new link in Tax Code Maintenance called Include in Taxable Amount that is used to override the SKUs Tax Status flag when the item is taxed in some jurisdictions and not in others. The link opens a dialog where you can define whether Freight, Labor, Miscellaneous, and Environmental Fees are included or not included in the taxable amount at POS.
Line Item/Component Taxes Enhancements - POS transactions now allow up to 15 line items/component taxes in a single transaction. For example, if the header tax code is a composite tax code, made up of 6 component tax codes, and there are also items with their own line-item tax codes, you could have nine different line-item tax codes before hitting the limit of 15 (6 components + 9 line-item codes).
Track Non-Taxable Sales at the Line Item - Now Line Item/Component Tax amounts that are stored in an A/R transaction tracks Non-taxable sales at the line item. This allows you to assign tax codes to non-taxable items so you can track non-taxable sales for certain merchandise types. For example, if you want to track non-taxable sales such as fishing licenses, you can assign a unique line item tax code to this item.
POS Ability to Turn off Scanner to Prevent Lost Sales - POS can now control arming/disarming the scanner. Prior to this change, all wedge scanners would scan and decode the barcode even when POS was not ready to accept the information. This could cause items to be given away if the terminal wasnt set up with an audible warning, and the clerk didnt look at the screen to verify that the item posted. POS now sends a command to your scanner that will turn on/off the scanner based on the application state, preventing the clerk from continuing with a sale if the system failed to process a barcode after it was scanned. The scanner will sound a very noticeable error tone so the cashier will know to look at the screen and determine why the item did not scan correctly.
EN-Touch 1000 Display Enhancement - If a clerk performs a line-item change in POS, the system now resets the En-Touch 1000 display pad, clearing out all items on the screen, and then redisplaying them with the changes. Upon redisplay, the line item that was changed is the first item displayed on the display pad. This redisplay will help clarify pricing for customers when the clerk changes a price. Before this enhancement, both the original price and the new price displayed on the En-Touch 1000, which caused customer confusion.
Document Archive Viewer Enhancement - Searching for documents is much simpler because you can now search by document date only; you do not need to enter the customer number. Prior to using this feature, a utility called FIXARC must be run on your system, to allow transactions created PRIOR to the date you updated to Level 28/Eagle for Windows Release 16 to be looked up in the Document Archive Viewer using the document date only. Note: Although it is not necessary to run this utility on a quiet system, we recommend doing so, as it may impact system performance.
E-Invoices Enhancement - Now you have the added ability to email credit and sale transactions on demand in POS. Selecting option B from the POS Totals menu displays the Email Information window, where the cashier can create and send the information.
Pricing Source Column Added to the POS Posting Grid - A new Pricing Source column has been added to the POS Posting grid. You will also find this informative new column on the Order Viewer and in QuickRecall. The Pricing Source column displays the source of the customers price. The possible sources include: CPP, Discount (if clerk used Cntrl D or Cntrl O), Price Indicator, Open Quote, Promo Subsys, Promo Key, Qty Break, Retail, List, Matrix 1, Matrix 2, Matrix 3, Matrix 4, Matrix 5, Replacement Cost, Avg Cost, Manual Price, Fixed Price (from the new Fixed Price Indicator field in Inventory Maintenance), or Rebate. On a Multiple Selling Unit (MSU) item, the Pricing Source is MSU if the selected MSU unit has a specific price. If the selected MSU Unit has a price factor, the Pricing Source is the source of the customer price to which the discount was applied.
New Option 8711 Treat IMU cost of .001 as .00 when selling item in POS - Now you can have any items with a cost of .001 post at POS with a cost of .00. Youll find this helpful for items such as coupon SKUs, gift card SKUs, freight or labor SKUs, or items where the cost is treated as an expense rather than a cost of goods sold
New Option 8619 Print Orders and Special Orders to the receipt printer - Set this option to Yes if you want orders and special orders to print to the receipt printer instead of the invoice printer. A receipt prints any time you create/save, or recall/save/print. This option works in conjunction with existing option 325 "Print Invoiced Order on Receipt Printer? Create Order, Maintain Order, and Partial Invoice are supported on the receipt printer. The ability to print estimates/quotes to a receipt printer is not currently supported.
New Option 8721 Allow payment by credit cards on non-credit authorization terminals? - This option governs whether or not payment by a credit card is allowed in POS on a station that does NOT have Credit Authorization enabled. Set this option to No if you want POS stations that don't have Credit Authorization enabled to NOT allow payment by a credit card. Set this option to Yes if you want POS stations that don't have Credit Authorization enabled to allow payment by a scanned credit or debit card (the manual entry of a credit card number is controlled by security bit 577 "(MO) Manually enter a bankcard number."
New Header Level Field Print Component Quantity flag - Select from the options to determine if a components quantity prints on POS orders/invoices. You can choose to print the component quantity, extended quantity, or print the component without indicating the quantity. This field is only relevant if the components Print? flag is set to B (print on both order/invoice and shop order) or I (print on order/invoice). If set to Component Quantity, the component description and quantity (the amount in one BOM) print. If set to Extended Quantity, the component description and extended quantity (the quantity of the BOM that has been ordered times the component quantity) print. When set to No Quantity, the component description prints, but with no quantity. Note: This new flag does not affect shop orders, which always print the extended quantity.
New Viewer for Bill of Materials on Saved Transactions - This new viewer displays Bill of Materials (BOMs) that exist on open customer orders/special orders/quotes You can access this new BOM on Orders Viewer from the POS Order Viewer by clicking the BOM Viewer hyperlink, or by selecting B to View BOMs on open orders from the Misc Menu. You can also access this viewer by clicking the Committed Qty hyperlink in Inventory Maintenance and then clicking the BOM Viewer hyperlink. Access to the BOM on Orders Viewer requires security bit 665 View/Add/Change/Delete Bill of Materials.
Bill of Materials Reversal Correction - The transaction reversal of a bill of materials (BOM) correctly posts the reversal of the bill of materials. Prior to this change, the BOM header would post on the reversal and therefore have its Quantity on Hand reversed, but the components did not. Now, as long as the BOM is in the BOM archive, the transaction reversal pulls in the components posted on the original sale and therefore reverses their Quantity on Hand as well.
Cuts & Mods (ITR users only) - The Cuts and Mods application allows you to create inventory quantity-on-hand adjustments and update the Average or Replacement cost of the To SKUs in the transaction so that your inventory is properly updated when you cut or modify inventory items (such as a piece of lumber).
A Cut occurs when you cut or divide a single inventory item into smaller (or different) items. The quantity-on-hand of the original item must be reduced, as it has been used to create the new items, and the quantity-on-hand of the new items must be increased. For example, consider a 12-foot piece of lumber, which can be sold as a 12-foot piece, or it can be cut into smaller pieces which can then be sold. If the piece is cut, the 12-foot piece no longer exists, so the quantity-on-hand of the 12-foot piece must be reduced. And since there are now additional quantities of the smaller pieces, the quantity-on-hand for these smaller pieces must be increased.
A Mod occurs when an inventory item is transformed into a different item by some process. The quantity-on-hand of the original item must be reduced, and the quantity-on-hand of the new item must be increased. For example, you stock both #1 Grade and Construction Grade lumber. A few pieces of the #1 Grade are left out in the sun, and they degrade. Since they can no longer be sold as #1 Grade, you would use the Cuts and Mods application to deduct the quantity from the SKU used for #1 Grade lumber, and increase the quantity of the SKU used for the Construction Grade.
Last 10 Quantity-on-Hand and Cost Changes Includes Cuts and Mods - In Inventory Maintenance, the dialog that displays the Last 10 QOH Changes for an item now includes changes made in the new Cuts and Mods feature. Thus, the complete list of functions that update the last 10 QOH changes now includes Inventory Maintenance, the Receiving Report (RRP), Price Change Report (RPC), Receiving Documents Report (RRV), Legacy IMU/LOD, RFL, the RCIN "combine" feature (for average cost), and the Cuts and Mods feature.
New Option 8287 Display the Inventory Viewer in expanded format? - Now you have the option of viewing more inventory detail in one place. Setting this Inventory option in Options Configuration to Yes displays an additional set of 50 columns in the Inventory Viewer (these column headings end with a + for easy identification). If you set this option to No, these columns are still visible in "Select Columns to View," but do not display information. Note that using this expanded format of the Inventory Viewer can make loading information into this viewer slower.
Delete Items using the Inventory Viewer - It's easier than ever to delete multiple items from your system using the new Delete (F10) button in the Inventory Viewer. This button lets you delete one or more items from the Inventory file at the same time. This is a very powerful toolkeep in mind that once an item is deleted, all Sales History for these items are deleted and the items can no longer be sold at POS.
To use this new feature, the following options and security must be set up:
The new option 8617 Allow Delete in Inventory Viewer? must be set to Yes to enable the Delete feature in the Inventory Viewer.
The new security bit 777 Ability to Delete in Inventory Viewer? must be set to Yes for the signed-on user to see the delete button in the Inventory Viewer, even if option 8617 is set to Yes.
The existing security bit 224 Delete inventory items must be set to Yes for the signed-on user to be able to delete in the Inventory Viewer.
The existing option 3037 Allow deleting items in Inventory Maintenance if QOH is not zero is checked during the delete; if this bit is set to No, you cannot delete items that have a quantity on hand.
The existing option 3038 Give warning if deleting an item that has any quantity > 0 is also checked during a delete, and if set to Yes, the system may deliver a warning depending on the items quantity on hand.
If you have a multi-store system, and you want to delete items across stores, you must have the following existing security bits set to Yes:
Security Bit 6 View data in all stores
Security Bit 12 Add/Change/Delete data in all stores
Additional Lookup Functionality Added to the Inventory Viewer An additional lookup feature, From/To SKU, has been added to the Inventory viewer.
New Option 3091 Show Record Type field in WinIMU? - This new option lets you determine whether the Record Type field should display in Inventory Maintenance for customers from different markets such as Wholesale Trade and Auto.
RCIN Hyperlink in Inventory Transaction Register (ITR) - The By SKU lookup displays a new RCIN hyperlink in the selection criteria area if that item has one or more entries with a Source equal to RCIN. Clicking on the link refreshes the viewer for the Changed From SKU to show all of the ITR entries for the old SKU. Clicking the RCIN link at this point refreshes the viewer for the Changed To SKU to go back to showing the ITR entries for the new SKU.
Note: The RCIN hyperlink doesnt show until the grid contains at least one entry with Source equal to RCIN. So, if there are a lot of ITR entries for a given item, the grid may need to be fully loaded before the RCIN hyperlink displays.
Multiple Selling Unit (MSU) Enhancements
New Option 8280 Recalculate Specific Prices for Multiple Selling Units (MSU)? - This option determines whether or not MSU Specific Prices should automatically recalculate whenever the retail changes. The MSU Specific Price recalculates based on the percentage that the retail changes. For example, if the retail price increases by 15%, the MSU Specific Price will also increase by 15%. The recalculation also uses price rounding logic. The applications that update the MSU specific price are Inventory Maintenance, the Price Change Report (RPC), and the Receiving Report (RRP). A challenge with this feature is protecting against the MSU specific price creeping upward. Thus, to protect against creeping, the system stores the last retail used to update an MSU Specific Price. If the last retail used is equal to the new retail, the system does NOT update the MSU Specific Price again. Note: this feature is NOT designed to work in the following situations 1) when the option Keep Price Same in All Stores is set to No and SKUs have different retails in each store, or 2) if you have MSU codes with specific prices that are linked to multiple SKUs with different retails.
New Option 8621 Rounding rule for prices calculated by POS - POS uses this option in price calculations to determine how many decimal places to carry the price.
New Option 8623 Print
MSU items on receipt/invoice with qty, u/m and price based on
MSU - When this option is set to yes, the Qty, Unit
of Measure (U/M), and the Price/Per will be based on the MSU "sell
by" unit that was used to post the item to POS. The unit
of measure that prints is taken from the first two characters
of the MSU "sells by" unit description.
MSU items will post to POS with the Qty and Price based upon the
item's stocking unit of measure, so that the system will accurately
update quantity on hand (QOH) and sales history. But, the customer's
receipt and/or invoice will print in terms of the MSU "sell
by" unit to make it more understandable to your customer.
Also, the system will post the item using the "slash price"
method under the following circumstances:
1. If the MSU "sell by" has a specific price entered
for it in MSU, the system will post this item using the "slash
price" method (Price/Per and Extension will have the same
value) to ensure what the customer is charged matches that specific
price.
2. Prices entered in MSU Override Price are considered "specific
price" and therefore will post with the "slash price"
method as well.
3. MSU setup with Qty Factor less than 1 will be posted with the
"slash price" method.
The MSU descriptor that posts below the item will display the actual
price per unit.
Example #1 - item stocked by the EA:
MSU unit = BX, Qty Factor = 1850, Price Factor = blank, Specific
Price = 199.92
If you sell 2 boxes (BX), the system will post the following in
POS: Qty = 3700, Price/Per = 399.84, and Extension = 399.84. And
it will post a second line with the description "2/BX - $199.92
per BX".
The receipt/invoice copy will print the following: Qty =
2 BX, Price/Per = 199.92 (the unit price in MSU setup), and Extension
= 399.84.
Example #2 - item stocked by the pack (PK) with price of 17.98:
MSU unit = EA, Qty Factor = .16666666, Price Factor = 1
If you sell 2 EA, the system will post to the following in POS:
Qty = .33, Price/Per = 5.99, and Extension = 5.99. And
it will post a second line with the description "2/EA - $2.997
per EA".
The receipt/invoice copy will print the following: Qty = 2 EA,
Price/Per = 2.997, and Extension = 5.99.
New Procedure for MSU Changes after Items are Posted - You no longer need to void and re-enter an item when a change needs to be made to it. Now, the system automatically voids the item and the MSU description. The clerk just needs to enter the correct information, and the updated information is inserted below the line number being changed.
New Override Price field in MSU - There is a new Override Price field inside the MSU Selection window, giving a clerk the ability to manually override the MSU price when necessary. This is especially useful in situations where the sticker price is different from the price in Inventory Maintenance, and the price needs to be changed to honor the lower price.
With the exception of a manually-entered price in the Override Price field, MSU SKUs sold no longer appear on the Price Exception report (RPE)
The presentation on the receipt/invoice of an item sold with an MSU has changed so that when the selected MSU unit has a Qty Factor less than 1, the receipt prints the actual quantity and price, rather than showing a fractional quantity and the pack price.
New option 8278 Recalculate matrix prices that are based on cost? - When this option is set to Yes, the system automatically recalculates matrix prices that are based on cost. This includes + type and $ type matrix prices (+ type are based on a percentage up from cost and $ type are based on a dollar value up from cost).You can select which cost to use (replacement, average, etc). Note: The only program that recalculates + and $ type matrix prices in real time when the applicable cost is changed is Inventory Maintenance (Pricing or Load tab). Thus, the Price Change Report (RPC) still needs to be run to update these matrix prices whenever the applicable cost is updated by some other application i.e. RFL, RPC, etc.
Modified Option 2000 "Select store specific fields to copy to other stores" - In a multi-store environment, this option determines which fields are copied to other stores when you make a change to a field in one store. Two new selections, Location and PO Season, have been added as fields you can choose to copy to other stores.
Time-saving Feature for the Copy store specific fields to other stores Option Now you can create a group of stores to default to when copying a field from one store to many stores. Use option 8284 Default store group for Copying store specific fields to assign the default store group for this feature.
Price Change File Enhancements
New Allow Update Field The Item Price Changes window (IPC) has a new column, Allow Update, that is used to keep individual Price Change records from being finalized by RPC. Price Change records added by IPC, RPC, EFM, etc. default this new field to Yes. It can be changed to No in the Item Price Change window by clicking the Allow Update cell which toggles the flag from Yes to No (or from No to Yes). The Misc Menu also has choices for Set Allow Update to Yes for all rows and Set Allow Update to No for all rows. These Misc menu functions respect all filters so only the displayed rows get updated.
The Item Price Changes window now has two new columns: Replacement and Average Costs in Pricing unit of measure. These fields are display only, and are in addition to the already-existing Repl and Average Cost fields, which are in Stocking units.
A new column, Discountable, has been added to the Item Price Change window, adding even more useful information to the grid.
RF Shelf Manager Enhancements
New security bit 423 controls access to PIP Mode, so you can control which clerks can change quantity on hand.
New Option 2919 Shelf Manager-Default Mode This option sets the default Shelf Manager mode for the RF terminals. By default, this option is Kept By System (applies to all RF units), but it can be set to Store, User, or Terminal level, allowing you to designate specific modes for particular RF units.
New Option 2939 Shelf Manager-Default initial PIP count to 1 This option determines the value of the Quantity field in RF Shelf Manager PIP mode when a SKU is initially displayed. When this option is set to Yes, the Quantity field is set to 1 when a SKU is initially displayed. When set to No, the Quantity field is set to zero (0) when a SKU is initially displayed.
Default Location in Class Maintenance - A new default location has been added to the Class Maintenance window. Any time an item is added in Inventory Maintenance, it is added with that default location, saving you time from having to assign location codes individually. Additionally, items added in ERP, EFM, added from Catalog, and added using the new POS/Purchasing quick add feature are assigned this default location.
Enhancements to the Product Analysis Report (RPA)
Now you can add up to eight break points to RPA, giving you even more detail when analyzing the movement of your inventory. This feature is controlled by option 8461 Number of breakpoints allowed in the Product Analysis Report (RPA).
New Option 8389 Popularity Code Schema This new option determines the schema to use for Popularity Codes. Set to 1 if you want your schema for Popularity Codes to use values A through H. Otherwise set to 2 if you want your schema to use values 1 through 8.
The RPA report has a new Option R, Use Double Ranking Use this feature to update the popularity code using the following logic: First run the RPA as you normally do, and update Popularity Code with A-H. Then run the RPA again, using the option to double rank. When RPA is about to update the Popularity code, the double ranking logic takes the current Popularity code and combines it with the Popularity Code that was just calculated, and then it looks in the double ranking table to find the new Popularity Code. This option can only be used if Option 8389 Popularity Code Schema is set to 1 (A-H)
Double Ranking Table Maintenance This new feature is available if Option ID 8389 Popularity Code Schema is set to 1 = A-H. This application is accessible from the Popularity Code hyperlink in Inventory Maintenance or from MISC menu option J Double Rank Code Maintenance. This application allows you to define how you want to update the Popularity Code when running RPA with the Double Ranking option. For example, say your table looks like this:
AA = A
AB = B
BA = C
AC = D
CA = E
AD = F
DA = G
And so on...
If the current Popularity code = C (assuming this Popularity Code is based on units sold), and you run RPA again (based on gross profit dollars), and you're using double ranking logic, lets say the RPA calculates an A. The RPA combines the two popularity codes, C and A, and checks the table and sees that that CA = E. Thus, the pop code would get updated with an E.
True Value PDT/LDT Changes - (Unity Accounts Only) True Value is changing the applications that operate on the Symbol handheld PDT/LDT units. Changes will be occurring in their Purchasing and Receiving application, as well as their Inventory Shelf Manager application. UPCD and UCID will be modified to support the new download file formats.
New Count Sheet Option for Windows RPI (Pick/Pack/Ship users only) - This new option is great for PPS users who do a lot of release for picking and hold the picked merchandise on-site for will call. Since those items being held in will call are still included in quantity on hand (QOH), having the amount of QOH that is picked and sitting in will call is helpful in counting and reconciling to the expected QOH.
Select Both Months to Compare in RDE, RCL, RFI - When running the Department, Class, or Fineline report with Report Format P (purchase) or S (sales), you have increased flexibility to select both months to compare, instead of always comparing the current month against the month you select.
Ability to Show an Image and/or a URL - You can now show an image and/or a URL for an item in Inventory Maintenance, Inventory Viewer, and Windows Catalogs (both user-defined catalogs and Epicor catalogs). Images or urls are stored in the folder C:\3Apps\userdata\catimage\xxx\y (xxx represents the catalog name such as WT1, WT2, WT3, WT4, WT5, ACE, COT, DIB, HAN and ORG). y represents the alphanumeric values of 1 thru 9 and A thru Z. Image/url files are kept in these subdirectories based on the first character of the SKU. Thus, all items whose SKU begins with 1 are stored in the subfolder 1, those starting with a 2 are stored in the subfolder 2, and so on. The image filenames are xxxxxx.jpg or xxxxxx.gif for image files and xxxxxx.url for Internet links where xxxxxx = the SKU. Traditional catalogs (such as Ace) will look to see if a file exists in the new C:\3Apps\userdata\catimage\Ace\y folder. If none exists, the image supplied with the Ace catalog displays.
The image and/or url shows in: 1) Inventory Maintenance (lower left-hand corner), 2) Windows Catalog, and in 3) item display window in the Inventory Viewer. The URL is shown under the image. If an image does not exist but a URL does, you can still see a link under the No Image display. A catalog need not be on the system to support image viewing in Inventory Maintenance or the viewer. Items 1 and 3 use multiple catalog lookup logic to determine which folder to look in for the image or URL (the system looks at the primary vendor and at Vendor Maintenance for the catalog associated with that vendor.
New Columns in Inventory Maintenance Pricing Tab - On the Inventory Maintenance Pricing tab, if you have the Lumber feature on your system, there are three new columns that show the gross profit percent (GP%) of Retail, List, Promo, and Matrix 1 5, based on each type of cost (Replacement, Average, Mfg, and Market.).
Two New Fields on the Inventory Maintenance History Tab
Avg/Sales Mo This new field shows the year-to-date sales dollars divided by months this year.
On-hand value This new field displays the cost times quantity-on-hand (negative quantity-on-hand is considered 0).
Two New Load Options in the Physical Inventory Report (RPI) - The new Load options are Exclude items with blank OP, unless QOH NOT = blank or 0" and Exclude items with OP=0, unless QOH not = blank or 0. These options cannot be used with Options P or Z. These options help narrow down which items get loaded for counting, which helps you streamline count sheets to only those items you normally stock.
New Fee Type Field on Inventory Maintenance Codes Tab - This new field is located in the Additional Codes Flags window on the Codes screen. This new field has two settings:
E=Environmental Fee use this setting if you have environmental fees which must be accessed whenever a certain type of item is sold, and those fees can be taxable or non-taxable depending on tax jurisdiction. In the Tax Maintenance window (MTX), use the Include in taxable amount hyperlink to define if the fee is taxable or non-taxable for that tax code. Epicor suggests you set up environmental fees as sells withs.
X=Excise Tax Custom Enhanced Forms support the ability to print a total of all excise tax fees at the bottom of the invoice.
Flexible Inventory Loading (FIL) Now in Windows - Legacy function FIL has been added for Windows. It contains all the functionality that the legacy FIL has, plus the following enhancements:
Flexible Inventory Loading doesnt require Function DEF to add FIL records. Instead, the layout is created in the Flexible Inventory Loading window, where you simply checkmark the fields you want to update.
FIL records that are DEF-based (added through legacy FIL or by EFM) can still be viewed and changed in the Windows Flexible Inventory Loading application.
There is a Misc Menu option to create a layout in Windows Flexible Inventory Loading from an existing DEF
FIL records added in Windows Flexible Inventory Loading dont print any detail on the Flexible Inventory Load Report (RFL) - only errors print.
The number of fields you can update in one layout has increased from 18 to 50
You can use the Inventory Viewer to quickly load a set of items into Windows Flexible Inventory Loading, and then make the necessary changes
The fields PO Season Codes and Store Closeout are now available for selection in an FIL layout
You can load records into Flexible Inventory Loading without needing to use a report definition (DEF). In place of a DEF, you can simply enter a unique Flex Name which loads to FIL under this new flex name.
In the Designer, you can now specify how to treat a blank User Code in the import file. The new field Set blank user codes to has the choices: # = preserve existing code value (the default), and ?= blank out the existing code value.
Item Sales History Enhancement - In Inventory Maintenance, the Go To selection View item sales history has been enhanced as follows:
You can save a view for each stores current year sales units, and then the All stores current year sales units. Save this by selecting Grid Layout, Dynamic Column Groups.
Now you can easily move from SKU to SKU with the Next/Previous by SKU button.
The following information now displays in the header area: Stocking Unit of Measure, Purchasing Unit of Measure, Standard Pack, and Order Multiple.
Enhancement to Do it Best Popup in Inventory Maintenance - This popup menu now includes the order multiples required for purchasing from DIB. This can also be accessed from the hyperlinks in the Stocking tab and Pricing tab. On the Stocking tab, the Order Multiple is the hyperlink for this feature; in the pricing tab, the Catalog Retail is the hyperlink for this feature.
New option 3226 Use ACESKU logic for assigning new SKUs? - This option has been added for auto-assigning SKUs in Inventory Maintenance for Ace retailers. By setting this option to Yes, you can have the system use the same convention that is used by ACESKU (the logic used for assigning non-stock bulletin items).
New Fixed Order Qty Field in Inventory Maintenance - This field is used by Purchasing to order a specified quantity (the fixed order quantity) when on-hand quantity falls below the reorder point. The system orders the quantity you specify instead of the calculated reorder amount.
Physical Inventory Posting (PIP) Enhancement - There are now columns for the items Sequence # and Retail price, so you have even more information about the item youre posting.
Bin Label Report (RBL) Enhancement - When printing from the Item Change File, you can print a bin label if a UPC was added for the item, or if the items Core Retail (for Automotive Cores) changed. Accordingly, there are two new options in the Print if Changed field in RBL to accommodate this feature: WUPC and V-Core Retail. These fields have also been added to the Bin Label Change Viewer as columns.
Added the Print Label Field - The Print Label field from the Inventory Maintenance Codes tab, and the Max Stock Level field from the Stocking tab, have been added to the Label Manager viewer.
Design Inventory Labels Enhancements
Catalog image This option allows the catalog image to print on the label as defined in the label designer. The image is displayed on the label from the catalog exactly as it displays in the catalog or Inventory Maintenance application. This supports all Epicor catalogs (Ace, DIB, True Value, and User Defined). To add a catalog image to a label, select F8 <Add Obj.> and select Catalog Image from the list of fields in the Field Type Selection dialog.
Boxes for labels have been enhanced to support text. The Box options for window which displays when you select F8 <Add Obj> has been changed as follows:
Font color button this is the text font color. The color can be set to white if the fill color is dark.
Box text text to appear in box
Box text font size size of box text font
Box text font font type for text in box
Box text bold/underline/italics sets these properties to the box text
Justification sets the justification of the text inside the box
Text font color you can set the color on regular label fields by selecting the Font color button. Note that because the font color can now be set, the selected label field in the designer no longer changes to red.
New Option Default 'other' price label format used for Windows label printing (ID# 5816). Use this option to set a label format for other when printing a single label from Inventory Maintenance.
Windows Advanced Receiving (Advanced Receiving users only) - The Advanced Receiving application allows you to adjust purchase orders AFTER they have been finalized. Specifically, you can revise Quantity Received, Cost, Freight Charges, Other Charges, and Invoice Total. The primary benefits of Advanced Receiving are: improved updating of average cost, better tracking and reconciliation of A/P invoices to PO receipts, accurate cost of goods sold and inventory value, and the G/L inventory account more closely reflects the Inventory Valuation Report (RIV) cost value.
Contacts Tab in Vendor Maintenance - The new Contact tab allows you to enter a list of vendor contacts, including their Name, Phone, Cell, Fax, Pager, Email, Title, and Comment. This feature is controlled by the new security bit 819 Ability to add/change/delete vendor contacts.
Modified Option 52 Always enforce ordering multiple in Purchasing? - This option has a new selection, P for Prompt. When set to P, if the order quantity is not a multiple of the order multiple (or standard package in the case of ordering from the Manufacturer), the system prompts to round up to the next order multiple, or to keep the quantity entered. Note: if ordering by the multiple is required based upon item setup, this rule will be enforced. This option applies when manually creating a P.O. in Purchasing and Receiving by posting items one at a time or when posting multiple items from the Inventory. It does not apply when importing a purchase order from the Unity LDT using Unity Handheld Interface on the Eagle Browsers Utilities menu. In this situation, the quantity is raised to the next order multiple with no warning.
Note: if Option 52 Always enforce ordering multiple in purchasing is set to Prompt and you enter PO2TR in the PO headers Reference field, the system will NOT enforce ordering in the ordering multiple. You are still prompted to round to the ordering multiple, but you can select No to have the system post the quantity as entered. This feature is useful when using the PO to Transfer feature. Also note that the system will automatically place PO2TR in the Reference field if you are running a suggested order (RSO) to create a PO and you use Selection Option T (Store Closeout = T items only).
Discontinued Warning - The Purchasing and Receiving window has been enhanced to display the same warnings for an item marked as Store Closeout as it does for an item marked as Discontinued. If an item is both discontinued and on store closeout then the discontinued warnings take precedence.
If the option Display warning when posting a discontinued item (ID# 2806) is set to Yes, posting a SKU by typing in the SKU and pressing Enter (which displays the item) will display a dialog box warning This SKU is a store closeout <OK>. After pressing Enter, you can press Clear to not post the item or press Enter to post it.
If the option Display warning when posting a discontinued item (ID# 2806) is set to Yes, posting a SKU by typing in the SKU and quantity, and pressing enter (which posts the SKU), displays the dialog box warning A store closeout SKU was just posted. SKU: ABCDE {description} <OK>. After pressing Enter, you can leave the item posted or you can choose to delete it.
Grid Alerts column ! D will now contain either a blank (neither discontinued nor store closeout), a Y (discontinued), or C (store closeout). Note: When an item is marked as Discontinued and is in the True Value catalog with an identified substitute this column will have an S, and if it has an identified referral this column will have a R.
In the same way each of the 3 variations of the posting area views (flip to them using the keypad *) show a red Discontinued when an item is discontinued, the posting area shows Store Closeout when the item is flagged as store closeout.
New Note Type - There is a new note type on the Vendor Maintenance Note tab, type 20, special instructions for PO. When this note type is entered for a vendor, each line in the note is limited to 30 characters. When a purchase order is created for a vendor that has a note type of 20, the note is automatically placed in the POs special instructions field. The special instructions appear on the printed, emailed, or faxed PO.
New Fields/Expanded format in the Purchasing and Receiving Grid
The following new fields have been added to the grid: Line, Part, Core Cost, Core Cost Extended, Seasonal Sales Code, ROP Protect, PO Season, and Store Closeout.
New Option 8285 Display the PO create/maintain posting grid in expanded format? - Setting this Option to Yes displays data for an additional 50 columns - (these column headings end with a +). These additional columns of information are only filled in if this option is set to Yes.
You can save Purchasing and Receivings posting and receiving grids with filters, inserted columns, and sorts. When a purchase order first displays, the filters, inserted columns, and sorts are applied. BUT, once loaded, adding/changing/deleting an item will NOT immediately update the sorts, filters, or inserted columns. Youll need to go back to the PO Header screen and re-display the PO, and press F11 to reload the grid, in order to see the effects in your sorts/filters/calculated columns.
Suggested Order (RSO) Enhancements
A new option, R = Print Reserved/Released instead of Current and Future Order Quantity has been added to the Suggested Order Report (RSO) for Pick/Pack/Ship users.
For multi-store systems, the Store Closeout field on the Codes tab of Inventory Maintenance has a new value of T=Transfer Item Only. Use this value in a situation where one store purchases items from a vendor, and then transfers the stock to the other stores as needed. In turn, RSO has a new Selection Option for Store Closeout T items only. This allows you to create a purchase order for items transferred in from another store; then you can use the PO to Tran feature to turn that purchase order into a transfer request. Note: this new Selection option in RSO does not round the quantity needed to the ordering multiple.
New Option 8289 New Order Quantity > 0 overrides PO Season - This option determines whether the Suggested Order Report (RSO) should order items that have a New Order Quantity, even though they are not in season per their PO Season codes.
Rainchecks Override PO Season Codes Now raincheck quantities override purchase order seasons, as long as you DONT use Option Y "Dont use raincheck qty" on the Suggested Order Report (RSO).
Pre-defined PO Comments - You can pre-define PO comments and select them as you create POs, using the F3 (Comment) button. In the Misc Menu in Options Configuration, you can create two types of pre-defined comments for POs: pre-defined comments, or pre-defined special instructions. For example, you can set up a comment code HVC = "Handle very carefully! Breakable!"
New option 3059 Consider "Transfers-Out (in ITR) in order point calculation - Use this new option to exclude sales units due to transferring merchandise between stores. This is helpful in a situation where the store needs to update units sold, but doesn't want that quantity used in calculating restocking levels.
New option 8723 Can each store on a multi-store PO recall the PO? - This new option determines if a store that is not the same as the store that created a multistore PO is allowed to display and receive items for their store when they dont have security bit 6 (View data in all stores).
Emailing Purchase Orders - Another new time-saving feature is the ability to Email purchase orders in a PDF format. Additionally, purchase orders can be emailed individually or in mass depending on the from and to range you specify. You must have purchased the iNet email POs feature (option 8213 iNet email purchase orders on system is set to Yes).
New Option 59 Rounding Rule to use for ordering multiple - This new option determines the rounding rule to be used for order multiples. There are two choices: 1=Round up (default) - the system always rounds the order quantity up to the next order multiple, and 2 = Round up or down - the system rounds to the next closest order multiple. This option is used by both RSO and Purchasing and Receiving (for Purchasing and Receiving, it only applies if you have Option 52 Always enforce ordering multiple in Purchasing set to Yes or Prompt.
New Option 8611 MPO - Use Order Multiple when no match on PO's vendor - This option specifies whether the vendors are assigned at the line level and not on the individual parts. Use this option when the item being added to the purchase order does not have a vendor that matches the purchase orders vendor. In this situation, this Option is used to determine if the Order Multiple is used or not.
Set to Yes to round the order quantity to a multiple of the Order Multiple.
Set to No to use the order quantity entered - no rounding to the Order Multiple.Note: How the order quantity is rounded is dependent upon Option 59 "Rounding Rule to use for ordering multiple".
Automatically Create Defective POs - You can now automatically create defective POs from the Daily Inventory Update Report (RDI) for defective returns or exchanges for all items and all vendors, not just Policy A items, for vendors with an electronic catalog. Also, whenever a defective PO is created by RDI, an alert is issued to inform you. Accordingly, option 2810 "RDI create defective purchase orders?" now has the following choices:
A = All items, one PO for all stores
B = All items, one PO for each store
C = Policy A items only, one PO for all stores
S = Policy A items only, one PO for each store
N = Don't create defective Pos
These new options allow you to exclude certain items identified by a user code and value. This exclusion is done with the new options:
2817 RDI - Use Code position to identify items excluded from defective POs
2818 RDI - Code value that identifies items excluded from defective POs
New Fixed Order Qty Fields Affect on Purchasing - This new field is used by Purchasing to order a specified quantity (the fixed order quantity) when on-hand quantity falls below the reorder point. The system orders the quantity you specify instead of the calculated reorder amount.
Set AP Terms Code - In the Purchasing and Receiving window, there is a new Misc Menu option T Set AP Terms Code (A/P users only). Normally, when Purchasing Passoff (APP) creates an A/P voucher, it uses the terms code assigned to the vendor (from Vendor Maintenance). However, if you assign a terms code in the PO header with Misc option T), then the system uses that terms code for the A/P voucher.
POS Dated Billing Feature - With POS Dated Billing, the system quickly and easily calculates installment payments for a sale, order, or special order. Accessed from the Totals screen in POS/Order Entry, POS Dated Billing allows authorized clerks to collect a down payment from the customer (optional), and specify the due date for the first payment. Then, the clerk enters either an installment amount, or the number of payments into which to divide the total transaction amount. In either case, the system calculates the number that is NOT entered. For example, if the clerk enters an installment amount of 100.00 on a sale of 900.00, the system calculates that nine payments of 100.00 must be made (less any down payment that was given) to pay off the transaction. Only the customers you specify in Customer Maintenance are eligible for Dated Billing, and only clerks with proper security can select Dated Billing in POS.
New Option 3523 A/R statement (RSM) print past detail for open item - This new option lets you print all detail items for open item accounts, including accounts receivable documents from previous months. All open items that have not yet been purged will print
New and Changed Fields in Customer Maintenance
Default PO # the length of the Default PO # field has been extended from 12 to 30 characters.
New Choice for Charge Allowed Field The new choice is W - No charge allowed, no warning. If you select this option, no warning is displayed for this customer at the start of the transaction.
POS Hyperlink On the Main tab, there is now a POS hyperlink that takes you to the Maintain PO Information dialog. You can also access this dialog using the Go To menus Additional POS Information. The fields in this dialog include:
Exclude Alternate Types - Allows you to limit the types of Alternate items a particular customer is offered when the alternates list displays in POS/Order Entry.
Allow Popularity Code Discounts - Determines if this customer is eligible to receive a popularity code discount that is applied to CPP priced items and is based upon the popularity code of the item.
Allow Regular Promo Pricing - You can specify whether a customer is eligible to get regular promotion prices.
Allow Special Promo Pricing 1 - You can specify whether a customer is eligible to receive special promotions of type 1. Special Promotions (1) are set up in the promotion subsystem just like any other promotion.
Allow Special Promo Pricing 2 - You can specify whether a customer is eligible to receive special promotions of type 2. Special Promotions (2) are set up in the promotion subsystem just like any other promotion.
Allow Dated Billing - You can specify whether a customer is allowed to receive dated billing terms on a purchase.
Special Charges Hyperlink - On the Credit tab, a Special Charges hyperlink has been added, which takes you to the Special Charges dialog. You can also access this dialog using the Go To menus Maintain Special Charges". The fields in this dialog include:
Special Charge 1, 2, and 3 - You can allow up to three different monthly charges to be added to the customers account at month-end. These charges may be credits or debits and each appears as a transaction on the customers statement, using the descriptions found in Opt 8371, 8372, and 8373. You must run RAG Opt S to calculate and add the Special Charges to the customers accounts. The Special Charges are created as F type documents. The Daily Joural Report (RDJ) run with option Z passes them off to the Finance Charge G/L account. A good use for this field is to add a monthly surcharge for providing special services (e.g. long distance deliveries, daily deliveries, recurring rental fees, etc) or monthly credit for using electronic ordering, ordering volume, etc.
Override Finance Charge % - You can override a finance charge by customer to provide more automated flexibility with problem accounts. The percentage you specify here overrides any other finance charge percentage.
Customer Code Update (RCCU) Improved and Available in Eagle for Windows - Customer Code Update (RCCU) is now available in Eagle for Windows, and has been improved with the following additional fields that can be updated:
On the Main page: Allow Dated Billing, Allow Popularity Code Discount, Allow Regular Promo Pricing, Allow Special Promo Pricing 1, Allow Special Promo Pricing 2
On the Credit page: Override Finance Charge %, Special Charge 1, Special Charge 2, Special Charge 3
On the Misc page: All Sales as Unusual Usage, Alternates Allowed, Backorders Allowed, Charge Freight, Rebate Plan, Record Lost Sales, Ship Via, Ship Complete.
Shipping Information Hyperlink - On the Misc tab of Customer Maintenance, the Shipping Information hyperlink, which takes you to the Shipping Information dialog, has been enhanced with two new fields:
All Sales Unusual Usage? - You can specify whether everything a customer buys is recorded as Unusual Usage.
Record Lost Sales? - You can specify whether a change in order quantity on a transaction for this customer should be recorded as lost sales. Whether or not a reduction of the order quantity on a customer order is recorded as a lost sale is determined by Option 3092 Should change in order quantity be recorded as lost sales?
Additional Fields in Customer QuickAdd - There are two additional fields in the Customer QuickAdd screen in POS: Authorized Name, where you specify the name of the person who has permission to charge, and E-mail, where you can specify the customers E-mail address.
GoTo Functions Now Available from the Eagle Browser - The following screens are now accessible directly from the Eagle Browser launch bar or the Accounts Receivable Menu: Open Item Maintenance (MOI), Tax Code Maintenance (MTX), Terms Maintenance (MTM), Salesperson Maintenance (MSL), and Category Pricing Plans (CPP).
New Option Print payment summary on A/R statements (RSM)? - (Note: this option is still in alpha testing). Set this option to Y if you would like a summary of all payments that were taken during the month. This option is only meaningful for open item accounts. If this option is set to N, and if you take a payment which is then applied to multiple invoices, the payment is split into multiple payments. If this option is set to Y, the payment is still split into multiple payments and each of these smaller payments is still listed on the statement as individual payments, but the system will also print the original payment amounts (check number, check date, and check amount) in a new "Payment Summary" section at the end of the statement. A "Total Payments" line will also print, which is simply the sum of all payments taken during this statement period. The statement period that this affects is the time between the Statement Report (RSM) Start Date and Closing Date (inclusive). Only payments taken during this time frame will be summarized in the "Payment Summary" section.
New Option 3579 "A/R Statement (RSM) remit-to store" - Enter a valid store number so that when statements print, the remit-to address that is printed on the statement is normally for the "Store Account Opened" for each customer record. If a valid store is entered in this option, then this stores address will override the normal remit-to address. If this option is blank, statements will continue to print the address for the "Store Account Opened."
Closed Periods in GL - New option 8269 Last Closed Date in General Ledger has been added to the system. This new option lets you enter a date so that no transactions with a date less than or equal to the date entered in this option will be posted to the general ledger. For example, if your current month is July of 2006, and you have closed your books for June of 2006, you would enter the ending date for June of 2006.
Drilldowns from GL to ITR - Now you can drill from a GL entry to the source document(s) that made up that entry. For example, if the entry was for shrinkage, press the Drill button from the General Journal Transaction window (GGMU) or the General Ledger Detail Window (GINQ) to drill to the ITR records that made up the shrinkage amount.
RGGG Enhancement - You can now run the Post G/L Transactions report (RGGG) from/to by user and by transaction date.
Post A/P Transactions Report (RATJ) Enhancement - You can now run the Post A/P Transactions report (RATJ) from/tos by user, vendor, and voucher date.
General Journal Transaction Window Enhancement - An Account Description column has been added to the General Journal Transaction window (GGMU) so you can easily identify accounts at a glance.
AP Control File Enhancement - You can now enter asterisks (***) in the discounts field in the AP Control File (ACON) to permit passing off discounts to specific store/department accounts based on the subaccount.
AP Transaction Date Monitor - A warning now displays whenever an Accounts Payable transaction date is entered and that transaction date is X-number of days in the future or Y-number of days in the past. This check is done for AP vouchers, AP checks, and void transactions). Currently, X and Y are hard-coded (X=330 days and Y=60 days).
New Option 3241 Calculate a new retail even when the cost changes by less than a penny - This new option has been added to overlook cost changes less than a penny. This option is for Ace users only. Ace often transmits a cost change that is only a fraction of a cent. When the cost is updated, this small change can recalculate the retail price. To prevent this from occurring, set this new option to No.
New option 3243 Create price change records only for items whose cost has changed has been added for Ace price changes to process retail only changes. This Option is only relevant if you are processing price changes with Option S Recalc Retails based upon new cost and desired GP%. Set this option to Yes if you want to create price change records that have a cost change only, and incoming price changes of retail only not processed. Set this Option to No (recommended) if you want to create price change records for retail-only price changes as well as those normally created for cost changes.
New Option 3225 Create price change records when ever the price or cost is different? has been added for Ace price changes. If this option is set to Yes, price change records are created whenever the incoming price/cost is different than the current price/cost in the inventory record. If this option is set to No, price change records are created only if the incoming record is flagged as having a price change or a cost change. The Best business practice is to set this flag to Yes.
New Option 3247 Report all changes when the DIB catalog is updated? (Do it Best members only) - Setting this option to Y causes the Catalog Update Report (EFMTC) to print information about the fields that were updated, rather than simply reporting that a record was changed or added. If this option is set to N, the report just prints how many catalog records were changed or added.
New Option 3245 Add DIB price changes even if UOMs don't match? (Do it Best members only) - If this option is set to Y, price changes will be added to the Item Price Changes (IPC) window, even if the Do it Best units of measure don't match the units of measure in the inventory record. The price change records will have the 'Hold Flag' set to Y, meaning that the Price Change Report (RPC) will not actually finalize the price change until you set the 'Hold Flag' to N. This gives you a chance to review the changes and make changes to your units of measure, if necessary. Setting this option to No will cause price change records to be discarded if the units of measure do not match.
Add Promotion Items to Inventory (Ace) - A new Ace feature can save Retailers time by allowing you to add not in file (NIF) items when processing promotions. The Promotion page of the Ace EFM screen has a new option, Add Items to Inventory. If this field is set to Y, items in an Ace promotion that are not in file in Inventory Maintenance will be added, as long as the SKU is in the Ace catalog.
Add Promotion Items to Inventory (True Value) - A new True Value feature can save members time allows you to add not in file (NIF) items when processing promotions. REPM now has a new field, Add Items To Inventory. If this field is set to Y, SKUs in the selected Promotion File are added to Inventory Maintenance. The SKUs must exist in the True Value catalog. Any SKUs that are added to inventory are reported on the REPM. For example, If REPM is run with a store, if the SKU is NIF in that store, it will be added to that store. Another example is if REPM is run without a store, the NIF SKU will be added to the store(s) specified in the Catalog Constants (MTCC). For instance, say SKU 739337 is in store 2, but not stores 1 or 3. If MTCCs Add to Stores field is set up as "*" or "123," SKU 739337 will be added to stores 1 and 3. Once the item is added to the Inventory file, it will then also be added to the promo file (MIP).Before this enhancement, if the item was NIF, the item had to be added to the Inventory file manually (or via the True Value Catalog) and then it had to be added to the promo file manually.
True Value ERP Enhancement - The ERP/RRP process for True Value members has been enhanced to determine if an item is Central Ship or not. The old logic looked for a fill code of 04. True Value changed their logic so it now compares the "filling" RDC with the COTMCS RDC for the member. If they're the same, the item is not Central Ship. If they're different, the item is Central Ship.
Document Scanning - Document Scanning allows you to scan hard-copy documents or import electronic documents from your PC so that you can link them to Eagle documents, inventory items, customers, vendors, or purchase orders. For example, you could scan a delivery copy of an order that has handwritten notes and signature on it, and link it to the original order. You could scan a copy of a customer's A/R check and link it to the customer's account. These are just a few examples of the power of the Document Scanning feature. You can assign attributes to your documents, such as which customer, vendor, or inventory item is associated with the document. Attributes link your scanned or imported documents to Eagle applications. The system can even assign attributes automatically if you have an OCR license and use the Flex Forms application to print an Epicor-generated barcode on POS documents.
Include Scanned Documents with Statements - (Document Scanning users) If you print invoices with your statements (RSM), you can print any scanned invoices (and orders, if desired) in lieu of printing the archived version. If no scanned invoice is available, the system prints the archived version. This option is useful if you deliver merchandise, and have the customer sign the invoice or order as proof of delivery. You can then scan the signed document when it arrives back at the store. Then, when you print statements, the system prints a copy of the signed invoice that you scanned in (rather than the unsigned, archived version of the invoice). To set this up, simply set option 3525 RSM includes scanned documents with invoice output to Yes in Options Configuration.
Remote Signature Capture (RSC) - RSC allows you to obtain the customer's signature on a hand-held PC (PDA) when you deliver merchandise to your customers. Invoices/orders can be automatically downloaded from POS, and are then downloaded into the PDA. Besides obtaining the customer's signature on delivery transactions, the delivery person can also create notes, capture an image such as a picture of the receiving customer or of the delivery load itself, and edit quantities on the transaction. The signatures, images, and notes from the PDA are uploaded to the Eagle where they are stored in the Delivery Manifest. The signatures (as well as the images and notes) are linked to the transactions, and if you print invoices with statements, the remotely-captured signature prints on the appropriate invoice. For more information about purchasing Remote Signature Capture, contact Epicor Direct at 1-800-538-8597.
Daily Journal Viewer - The Daily Journal Viewer is very useful and versatile because you can use it look up many different types of transactions, all in one convenient place. In short, the Daily Journal Viewer can display any transaction to which the system assigns a journal number. This includes both POS and back office transactions, such as sales, orders, estimates, voids, paid outs, paid ins, "cash a check", deposits, received on account, transactions created in Open Item Maintenance (MOI), and more. To begin using the Daily Journal Viewer, set option 846 "Daily Journal Viewer enabled" to Yes in Options Configuration, and assign security bit 814 to users whom you wish to give access to the Daily Journal Viewer.
Delivery Dispatch System Integration - The Delivery Dispatch System (DDS) Integration feature manages the scheduling, tracking, and performance of deliveries, as well as gives you the ability to manage delivery truck maintenance schedules. DDS requires Enhanced Forms, a separate PC Server running Windows 2003 Server or higher, as well as an SQL database. The DDS application supports the ability for the Eagle system to automatically send order data to the DDS, thus eliminating the need to manually enter this information into DDS. For more information about purchasing this feature, call Epicor Direct at 800-538-8597.
Define Spooler Channel for Credit Card Settlement (ProtoBase users only) - You can now define what channel on which to run the settlement (PBSTL). However, you need to queue all PBSTLs to the same channel, as only one settlement can be run at a time (the program will error out if the system finds that another PBSTL is running). Before this change, PBSTL used to be hard-coded to run on spooler channel 84.
Loyalty Enhancements
The legacy functions HHC, TAT, and TVR have been added to Eagle for Windows. These functions are used to add or change a customers loyalty ID number. There is also a new field in Customer Maintenance: Ace Rewards (Ace), TVR ID (True Value) or ID (Do it Best).
For systems with loyalty programs enabled, the Customer Viewer has a new selection field called "Include Cust". This field is a drop-down with selections of 1) All (the default) to show all customers, 2) loyalty customers only, or 3) non-loyalty customers only.
New option 5012 Allow loyalty account in all stores even if Cross Store Charges = No - This new option allows a loyalty customer with one account in Customer Maintenance to purchase with that account in all stores, even though the account was opened in a different store. Note: this option does not affect legacy POS.
New option 8705 Allow cash back if loyalty coupon(s) exceed purchases - This option determines whether or not to allow a refund when the sum of the loyalty coupons exceeds the total of items being purchased. A loyalty coupon is the SKU that matches the Coupon SKU entered in Option 130 "Coupon SKU", as well as any SKUs where the Location field equals CRED and the Promo Sales Code equals C. For example, if this Option is set to No, and a customer buys an item for $4, while returning an item for $50, and they have a $5 loyalty coupon, when they press Total the following message displays "The coupon value cannot exceed the sum of items being purchased. Refund not allowed. <OK>"
Reports Start Printing Sooner - Now there is only a two-second delay before a report starts to process. For example, if you are waiting for a short report to print, it will likely be very noticeable that what used to take 30 seconds now only takes 17 seconds. The shorter wait time should also be noticeable on end of day, end of month, and end of year processing, where there are normally many short/quick reports. Before this change, every report had a 15-second delay.
New Option 102 Views Limit to Lockin Store - This option allows you to limit views (i.e. grid views and report views) to those used or intended for a particular store. When this option is set to Yes, it will show views named with a prefix of [Sx] where x equals the lock-in store, and views where no specific store is specified. When this option is set to No, all views are shown. For example, assume the following report views exist for RSO:
STOCK ORDER
[S1] DAILY REPLENISH
[S1] WEEKLY ORDER
[S2] DAILY REPLENISH
[S2] WEEKLY ORDER
With this option set to Yes, and while locked into store 1, the following views will display.
STOCK ORDER
[S1] DAILY REPLENISH
[S1] WEEKLY ORDER
New Option 5047 Enhanced Fax - the image of each fax is retained only for the day sent - This new option determines if the image of each fax sent is retained on the system for the day it was sent, and then is deleted that night by maintenance. If set to No, the image of each fax sent is retained on the system and deleted from the system by your answer in Option 7238, Days to keep FXI Archive.
Enhancement to All Reports - The Customer # and Store # fields on all reports are now a drop-down combination box, making it possible for you to conveniently search for a customer number by name or phone number, and view a list of stores to choose from.
Reports Now Available in Eagle for Windows - The following reports are now available in Eagle for Windows: Customer Code Update (RCCU), Flexible Inventory Loading Report (RFL), Kit Record Report (RKR) and the Tally Cross Reference Report (RTL).
New iNet Options - There are four new iNet options available in Options Configuration:
Option 5709 "Ability for a user to create an Order Pro Estimate." This option allows an iNet OrderPro user to create and submit an iNet quote to your store. This option can be "Kept by" system, store, or user. To be most effective, it should be set up by user.
Option 5710 "Ability for a user to create an Order Pro Order." This option allows an iNet OrderPro user to create and submit an iNet order to your store. This option can be "Kept by" system, store, or user. To be most effective, it should be set up by user.
Option 5711 "Ability for a user to change an estimate to an order." This option allows an iNet OrderPro user to turn a quote into an order and submit the iNet order to your store. Note: when an iNet estimate is turned into an order, the original estimate remains intact, because In actuality, the system creates the order from a copy of the estimate. This option can be "Kept by" system, store, or user. To be most effective, it should be set up by user.
Option 5769 "Replace the OrderPro Reference field label with." This option allows you to change the title of the Reference label in iNet. Enter up to 32 alpha numeric characters. The value you enter will display on the iNet OrderPro screen, in the review transactions grid and in the totals screen when creating orders and estimates. This option corresponds to the POS reference field; however, changing this field in iNet does not change the Eagle/Eagle for Windows Point of Sale screens, nor does it change the title that prints on POS transactions or reports.
New Option 8707 Default Email Domain - Use this option to specify the default domain to use with any store email addresses you've set up in other options where you don't explicitly include an email domain. For example, let's say you specified "joe.smith" as your store's email address without including the domain name in the address. If you specify "mydomain.com" as your default email domain in this option, then joe.smith@mydomain.com will be used as you store's email address. This option is used with your store email address, as well as with the "from" email addresses for statements, invoices, and purchase orders.
There are several new alerts available. If you want users to receive any or all of these new alerts, be sure to modify their Alert User Profile accordingly.
New alert Large % change on Price or Cost for price changes that are larger than a specified percent. The information for this alert is captured by the Price Change Report (RPC) Option F when the new price or cost is over the percent you specify. Use Option 8615 Price or Cost % change threshold to set the percentage change (either up or down) that triggers the alert. To begin generating this alert, set the new Alert option 3319 Record "Large % change on Price or Cost" alerts to Yes.
New alert Error updating/adding from FIL used to report errors that keep the Flexible Loading Report (RFL) option F from finalizing a change. To begin generating this alert, set new Alert option 3349 Record "Error updating item from FIL" alerts to Yes.
New alert A defective PO was created that can be set to indicate whether a defective purchase order has been created by the Daily Inventory Report (RDI) for a defective return or defective exchange. To show this alert for a particular user, set this alert to Yes in the users Alert User Profile.
The existing alert Record "Special or Backordered item received" alerts (ID# 3324) has been changed to Special or B/O item received (=)". This alert is received when the purchase order quantity received for the item matches the order quantity. Three different alerts can display depending upon whether or not the quantity received is equal to, greater than, or less than the order quantity on the customer order. Based on the situation, the routing of who receives the alert may be different. For example, when quantity received equals quantity on order, the alert may go to a sales assistant or dispatcher. When it is less, it may go to a salesperson to help them make an informed decision. When it is more, it may go to an inventory manager for addition to inventory.
New alert Special or B/O item received (-) This alert is received when the purchase order quantity received for the item is less than the customers order quantity. To show this alert for a particular user, set this alert to Yes in the users Alert User Profile.
New alert Special or B/O item received (+) This alert is received when the purchase order quantity received for the item is more than the customers order quantity. To show this alert for a particular user, set this alert to Yes in the users Alert User Profile.
Overview of Level Pricing - Ace Level Pricing allows you to make more educated pricing decisions by assigning more competitive pricing to some items, but higher margins to others. With Level Pricing, you receive three pricing levels (most competitive to least competitive): Checklist, Level 1, and Level 2. You download these three pricing levels from Ace via your weekly EFM transmission. Then you apply different pricing levels to different groups of items depending on their price sensitivity. You can assign more competitive pricing to selected items, based on their price sensitivity, yet still maintain higher margins on other items. For example, if you have a plumbing warehouse nearby, you can assign more competitive pricing (i.e. Checklist pricing) to your plumbing items, but higher prices (i.e. Level 2 pricing) to the rest of your store.
Setup - To begin receiving Level pricing, you must install Eagle for Windows level 16 or higher, and then call Ace to request that they turn on the MSU flag, and that they set you up to start receiving ERTL hotsheet records. You must also set up the new option 8715 Ace price to use when adding items from catalog. Lastly, you must assign pricing levels to individual items using the Level Price Override field in Inventory Maintenance. To access this field, click the Additional Codes Flags hyperlink on the Codes tab. Alternatively, use Item Code Update (RICU) to update the Level Price Override field for an entire department, commodity group (class) or merchandise class (fineline).
By setting the pricing level in the Level Price Override field, you will no longer need to call Retail Services or use ACENET to change the "level" you are signed up for. (Note: to see what pricing level you are signed up for, check the "Level Code" field in the Eagle Ace catalog, or click the POS hyperlink in Inventory Maintenance). Once you have assigned a Level Price Override, the items price will change with its next cost change downloaded via hotsheets (EFM). You can also request hotsheets through ACENET to have the retails updated immediately. (Note: when you process the updated Ace Catalog, Level pricing in the catalog will be updated.)
New Catalog to Accommodate Level Pricing - Epicor will be creating a new catalog that includes the Level 1 and Level 2 Pricing fields. The new catalog will work with software prior to 16, as well as 16 and above. If your software is below 16, you will not have access to the new fields.
New Fields Related to Level Pricing - Due to the introduction of Level Pricing, new fields have been added to the following applications:
Electronic Catalog: In the Electronic Catalog, you can view Level 1, Level 2, and Regular Retails in one location to compare all pricing options. Use "Select Columns to View" to display Level Pricing on the Pricing Screen. You can also view all pricing at the individual item level. (Note: the Sugg Retail field is now labeled Checklist Retail, and the Multiplier field is now labeled Retail Units.)
Inventory Maintenance: The Level Price Override field is available on the Codes Tab of Inventory Maintenance by clicking the Additional Codes Flags hyperlink. On the Pricing Tab, click the Retail hyperlink to display the Selling Prices window, where you can view Level pricing and margins for an easy comparison of pricing options.
Inventory Viewer: You can view Level 1 and 2 prices in the Inventory Viewer. These columns do not display on their own; youll need to add them from Select Columns to View.
Item Price Changes (IPC) window: In the IPC window, the fields related to Level Pricing are Level 1 Price, Level 2 Price, and Ace Level Override.
Item Code Update (RICU) window: The Level Price Override field is available in the RICU window so you can update this field by range of items.
Overview of MSU Pricing - Beginning in Spring of 2007, Ace will begin providing Multiple Selling Unit (MSU) prices to Eagle for Windows users. MSU pricing is used for bulk items that are sold in various units of measure, such as wire (sold by the length or foot) or fasteners (sold by the box or each). Downloading MSU pricing is important because it automates the process of designating items as blind at the individual level (i.e. foot, piece, etc), and price sensitive at the bulk level (i.e. roll, box, etc). Ace watches the market for you and updates the bulk pricing as necessary. You download MSU Pricing from Ace via your weekly Electronic File Maintenance (EFM).
Setup - To begin receiving MSU pricing, you must install Eagle for Windows level 16 or higher, and then call Ace to request that you start receiving ERTL hotsheet records. You must also set up the following new options: Option 8791 Create and/or update MSU prices from Ace Hotsheets, Option 8793 Add MSU prices when auto-adding Ace SKUs, and Option 8795 Create a new MSU if the old MSU was not created by hotsheets. Lastly, Use the Accept Ace MSUs field on the Codes tab of Inventory Maintenance to indicate that hotsheets (EFM) should create or update an Ace MSU price for an item. Note that if you want to change this field by range, you can use Item Code Update (RICU).
New Catalog to Accommodate MSU Pricing - Epicor will be creating a new catalog that includes the MSU Price field. The new catalog will work with software prior to 16 (although the new fields will not show), as well as with 16 and above.
New Fields Related to MSU Pricing - Due to the introduction of MSU Pricing, new fields have been added to the following applications. Since MSU Pricing isnt available until Spring of 2007, these new fields will not be populated yet.
Catalog: The MSU retail for the bulk price (roll, box, etc.) displays in the catalog.
Inventory Maintenance and the Inventory Viewer: The Accept Ace MSUs" field is located on the Codes tab of Inventory Maintenance. This field can also be viewed in the Inventory Viewer by using "Select Columns to View." On the Pricing tab of Inventory Maintenance, click the Retail hyperlink to display the Selling Prices window, where you can view the MSU prices and the Retail Units (i.e. how many feet in a roll).
Item Price Changes (IPC): In IPC, there are new columns for New MSU Price and New MSU Retail Units. There are also two Ace MSU columns ("Ace MSU Code?" and "Accept Ace MSU?"), allowing you to see all of the items that accept MSU downloads.
Price Change Report (RPC): In RPC, the MSU Price field has been added as a field you can create or modify.
Bin/Price Label Report (RBL/RLA): When printing labels from the Item Change File, the Print if changed option now includes a checkbox for MSU prices from RPC-F. This means that if the MSU price changes as a result of hotsheets (updated by RPC-F), this will be logged in the Item Change file so you can print labels.
Item Code Update (RICU) window: The Accept Ace MSUs field is available in the RICU window so you can update this field by range of items.
The EFM Price Change Transmission Report: This report, which is generated when you run EFM, now prints the old/new MSU prices and retail units.
Beginning in Spring of 2007, on the Add New Items page of EFM, an additional feature will been added to the Add New Items option so that you can add items in conjunction with ACENET. If you set this option to A (add only ACENET requested items), only the items for which you request a hotsheet in ACENET will be added to your system via EFM.
Are you looking for an easy way to add all of your ACENET orders (not just dropship!) to Eagle for Windows so you dont have to do double work? Would you like to update Quantity on Order for Bulletin and Discovery orders? The new enhanced Reverse PO feature will solve all these problems. Here is an overview of the enhancements that are coming in early 2007:
ACENET orders will have a PO# assigned and will download on the same night via hotsheets.
PO information will be transmitted to your system for all ACENET PO types (including Bulletins, Special Orders, and Discovery)
Ace and non-Ace items are automatically added
New Payment date field contains information on dollars tied up in purchases and not passed off to AP, and not reflected in your Accrued A/P account in general ledger.
The system will automatically find and reconcile ACENET-generated POs.
Would you like to download more flexible promotions from Ace on groups of products? Would you like Ace to create and download Major Market and National Event promotions at % off discounts? The new Percent Off Promotions offers all this and more. Here is an overview of the features that are coming in Spring 2007:
Ace can download promotions based on a percent off of the retail price (as opposed to being based on a specific price).
Promotions are downloaded through your regular hotsheet process.
The percent off promotions are supported for the following hierarchy groups:
Merchandise Class
Merchandise Class - Product Group
Item
Vendor
Private Label (which will be sent as items)
Merchandise Class Vendor Combination
Merchandise Class Product Group Vendor Combo
Merchandise Class Private Label Combo
Merchandise Class Product Group Private Label Combo
Several changes have been made to Windows Security:
iNet Credit Card Security Enhancement - Due to the increased level of credit card fraud the card payment industry is instituting regulations to provide higher levels of card holder security. Regulations now require systems to encrypt and mask sensitive credit card and card holder information. One area affected is iNet e-Store. Shoppers are allowed to submit credit card, shipping and billing information through the iNet e-Store store front. This information is saved on Eagle. POS allows a POS clerk to recall an order and view the card and billing information. This information is manually entered into POS or a third party card payment terminal. The POS clerk has access to this sensitive credit card information through the e-Store information viewer in POS. During the upgrade to level 16, this sensitive credit card and cardholder information is encrypted and the information displayed on the e-store information viewer is masked. The ability to see this information in an unmasked state is tied to security bit 757, Ability to view bankcard number in QuickRecall. Once the system is upgraded to level 16, a POS clerk must have security bit 757 set to Yes to view credit card and billing information in the e-Store information viewer.
The existing security bit 577 "(MO) Manually enter a bankcard number" will function differently now if option 1329 "Credit Authorization Available" is set to No. When bit 577 is No and option 1329 is No, the manual entry of a bankcard number will NOT be allowed at all on a terminal that does not have Credit Authorization enabled. Previously, when bit 577 was No, manual entry of a bankcard was allowed with a manager override.
Description change to existing bit 578 - This security bit is now called (MO) Change the item description when posting a line item. MO not required on S/O. Previously, it wasnt a manager override (MO) bit. Also, see definition of the new Option 8635 What does security bit 578 = No mean? for additional functionality.
New bit 767 (M/O) Allow return even if merchandise not purchased? - The ability to return an item even if the merchandise has not been purchased within the specified return period at that location. If the clerk has bit 767 they can continue past the warning that the item has not been purchased. Otherwise, the clerk must get a manager override to continue past this warning.
New bit 768 (M/O) Allow return if no returnable purchases exist? - The ability to return an item which has been purchased at this location, but no longer has any returnable purchases available. If the clerk has this bit, they can continue past the warning that all returnable purchases have been used. Otherwise, the clerk must get a manager override to continue past the warning.
New bit 769 (M/O) Allow changing a core's price in POS? (JCON Eagle for Windows users only) - The ability to change the core price of an item in POS
New bit 770 (M/O) Allow posting of core exchanges in POS? (JCON Eagle for Windows users only) -The ability to post core exchanges in POS
New bit 771 (M/O) Allow changing a core's tax status in POS? (JCON Eagle for Windows users only - The ability to change a cores tax status in POS
New bit 772 (M/O) Allow the posting of core only sales in POS? (JCON Eagle for Windows users only) - The ability to post core only sales in POS
New bit 773 View/Edit Alternate Items - Controls access to the Alternate Items Viewer in the Inventory Maintenance window.
New bit 774 (M/O) Allow changing a core's cost in POS? (JCON Eagle for Windows users only) - The ability to change the core cost of an item in POS
New bit 775 View/Add/Change/Delete Bad Checks - The ability to view, add, change, or delete bad checks in Maintain Bad Check List (MBCL).
New bit 776 (MO) Ability to continue past 'bad check' warning - If this bit is set to No, the system requires a manager override to accept payment by check when that check had one or more matches to a check entered in the Bad Check List (MCBL). When this bit is set to Yes, the clerk can cancel the possible bad check warning message and accept the check as payment.
New bit 777 Ability to Delete in Inventory Viewer - When this bit is set to Yes, the Delete button displays on the toolbar. Otherwise the Delete button doesnt display on the toolbar.
New bit 779 Ability to take deposits on demand for order/special order/service orderr - If this bit is set to Yes, the selection Take a deposit is available on the Totals menu in POS. Also see related security bit 539 Prompt for deposit on orders/special orders/service orders. If you never want to take deposits, set both this bit and bit 539 to No. If you want to take deposits, but do so on an infrequent basis, set bit 539 to No and set bit 779 to Yes. This allows you to take deposits but only upon your request to do so by using the Take a deposit menu choice. If you want to take deposits for most orders and special orders, set bit 539 to Yes and set bit 779 to No.
New bit 780 Ability to View lines in Modify Lines (JCON Eagle for Windows users only) - The ability to access the Modify Lines function in Inventory Maintenances GoTo menu, from Eagle Browsers Setup and Maintenance menu, and using the MLI at Launch. Modify Lines is used to maintain the Inventory lines and sublines for J-CON Eagle for Windows.
New bit 781 Ability to Add lines in Modify Lines (JCON Eagle for Windows users only) - The ability to add lines and sub-lines in the Modify Lines function.
New bit 782 Ability to Delete lines in Modify Lines (JCON Eagle for Windows users only) - The ability to delete lines and sub-lines in the Modify Lines function.
New bit 783 Ability to Change lines in Modify Lines (JCON Eagle for Windows users only) - The ability to change lines and sub-lines in the Modify Lines function.
New bit 784 (MO) Ability to post a credit item - Controls the ability to post a credit line-item in a sale or order. If this bit is set No, the clerk is asked for a manager override when attempting to post a credit item to a sale or an order. Note: Security bit 74 must be set to No before bit 784 is taken into consideration by the system.
New bit 785 (MO) Ability to create a Credit Memo - Controls the ability to create a credit memo transaction. If this bit is set to No, the clerk must obtain a manager override to create a credit memo transaction. Note: security bit 74 must be set to No for the system to take this bit into consideration.
New bit 786 Add, change, delete Customer Activity Notes - This bit controls whether or not you can use the Close Note, Add Note, and View/Edit Note capabilities, as well as the Misc menu's Maintain Note Types For the Customer Activity Notes viewer. It also controls the use of the Display button on the toolbar which invokes the View/Edit capability.
New bit 787 Access viewer of Customer Order Changes - The ability to access the Customer Order Changes Viewer, which records changes to customer orders. For example, the initial add of an order, items added or changed on an order, deposit added to an order, invoicing an order, changing the salesperson on an order, etc. This viewer is accessible from the POS Order Viewer by clicking the Order Changes hyperlink, or by pressing the Misc button and selecting View Order Changes.
New bit 788 (MO) Allow dated billing (installment payments)? - Allows the clerk to use dated billing as a payment method in POS. The dated billing allows payment in installments by specifying either a number of equal payments, or a payment amount. The customers account must be flagged as allowing dated billing in Customer Maintenance. If this bit is set to Yes, the clerk is allowed to use dated billing for the customer. If this bit is set to No, the clerk is not allowed to use dated billing unless they obtain a manager override from someone who does have this bit set to Yes.
New bit 789 Ability to change Customer Codes on the Big Header Screen - When this bit is set to Yes, the clerk can change the Customer Codes using the View/Change customer codes entry on the POS Headers Menu. When set to No, the clerk cannot change this field. Note: Customer Codes default to the values entered in Customer Maintenance.
New bit 790 Ability to change an item's user codes - If this bit is set to Yes, the clerk can change the user-defined codes for an item posted to a POS transaction by clicking on the posting areas Addtl Info link, or by selecting Enter Additional Information from the Posting menu. When this bit is set to No, the clerk cannot change the user-defined codes.
New bit 791 Allow part resequencing (JCON Eagle for Windows users only) - Ability to access the PRB screen.
New bit 792 Allow change of header fields in WinMRV (Note: if existing bit 319 Add/Change previously received purchase orders is set to Yes for any users, this bit will automatically be set to Yes for those users when you install level 28.). This bit allows a user to change header fields in the Modify Receiving Documents window (MRV) in Eagle for Windows.
New bit 793 Allow update of AP Voucher fields in WinMRV - (Note: if existing bit 319 Add/Change previously received purchase orders is set to Yes for any users, this bit will automatically be set to Yes for those users when you install level 28.)This bit allows a user to update A/P voucher fields in the Modify Receiving Documents window (MRV) in Eagle for Windows.
New bit 794 Allow delete of RV documents in WinMRV - (Note: If existing bit 319 Add/Change previously received purchase orders is set to Yes for any users, this bit will automatically be set to Yes for those users when you install level 28.) This bit allows a user to delete RV documents in the Modify Receiving Documents window (MRV) in Eagle for Windows.
New bit 795 Allow access to report RRA Advanced Receiving Audit Report - Allows the user to initiate the Advanced Receiving Audit Report (RRA).
New bit 796 View/Edit Related Items - Allows access to the Related Items Viewer in the Inventory Maintenance window.
New bit 797 (MOTO AVS users only) - Allow access to AVS test mode Allows access to the test mode to perform an address Verification test on a credit card.
New bit 798 (MOTO AVS users only) (MO) - Allow AVS transaction invoicing when codes or dates prohibit - Ability to invoice an AVS transaction when the AVS or CV response codes prevent invoicing or the days since the last successful AVS test exceeds the rule set up in Options Configuration. If a clerk doesnt have this bit, they must obtain a managers override to proceed with invoicing.
New bit 799 (MOTO AVS users only) - Allow access to Address and Card Verification Code Maintenance Ability to access and modify the Address and Card Value Verification tables.
New bit 800 (JCON Eagle for Windows users only) - Ability to transmit a PO from Purchasing & Receiving (Auto) Ability to use the Transmit toolbar button in the Purchasing and Receiving window, and select either option N Transmit PO Now or Q Queue PO for Later Transmission in the Suggested Order Report (RSO) window.
New bit 801 (JCON Eagle for Windows users only) - Change PartSource Plus Setup and Constants?
New bit 802 Access Customer Returns Viewer - Control the ability to access the Customer Returns Viewer which shows all returns for a specific customer, a range of dates, or done by a specific clerk.
New bit 803 (JCON Eagle for Windows users) - Allow Suggested Returns Report Ability to access the Suggested Returns Report which can be used to create either a Core Return PO, or an Overstock Return PO.
New bit 804 (JCON Eagle for Windows users only) - Access Warehouse Inquiry The ability to access Warehouse Inquiry from POS.
New bit 805 (JCON Eagle for Windows users only) - Access Warehouse Inquiry shipper The ability to select a shipper in Warehouse Inquiry.
New bit 806 (JCON Eagle for Windows users only) - Access Warehouse Inquiry "If Qty Not Available" code The ability to access If Qty Not Available code.
New bit 807 (JCON Eagle for Windows users only) View/Edit/Run ADM Manual Requests - The ability to view, add, change, delete, and run Manual Requests for Central Services ADM.
New bit 808 Display QOO in RF Receiving and Eagle Mobile Receiving - This bit determines whether or not the clerk can view the original quantity on order when using the RF or Eagle Mobile to receive an order.
New bit 810 Allow override of 'Bag/Bucket Sale' discount - This new security bit determines whether or not to allow the clerk to override the discount percent set up in Option ID 8639 Default Bag/Bucket Sale Discount when using the Bag Sale feature in POS.
New bit 811 (LaserCat users only) LaserCat Supplier Maintenance available - Ability to access LaserCat Supplier Maintenance
New bit 812 (LaserCat users only) LaserCat available from eBrowser - Ability to access the LaserCat catalog from the Eagle Browser.
New bit 814 Access Daily Journal Viewer - When this bit is set to Yes, the user can access the Daily Journal Viewer (Note: this security bit is still in alpha testing).
New bit 816 (MO) Allow return even if original sale to different customer - This new security bit determines whether or not the return is allowed against a document number entered into the Returns Validation dialog if the customer on that document is different from the current transactions customer.
New bit 817 "(MO) Ability to manually type in a different price" - This bit only applies when Option 5168 "What actions does security bits 565/566 control?" is set to 2. It controls the ability to change an item's price by manually typing in a different price in the posting area's Price field. When this bit is set to Yes, the clerk can manually change the price of an item by typing in a different price in the Price field. When set to No, a manager override is required for the clerk to manually type in a different price in the Price field. Note: This bit does not apply to manually entering in the price on a "Keep Prices = No" item.
New bit 818 Display/Enter Social Security # and Birth Date in Customer Maintenance - This bit determines whether a user can see/edit a customer's social security number and birth date display in Customer Maintenance. When you convert to level 28, this bit is automatically to Yes for any users with security bit 131 set to Yes.