What's New on Release 17
Welcome to Eagle for Windows Release 17! The document below summarizes the new features available on your Eagle for Windows Release 17(server Level 29) software.Above the document is a series of links that take you to a particular section of the document. For example, if you want to go to the section that discusses new POS for Windows features, click the "POS for Windows Enhancements" link.For additional information about a new feature or enhancement described in the document, click the blue underlined text, which will take you to full-featured help about that new feature or enhancement. |
True Value Simplified Ordering
Windows Inventory Enhancements
Windows Purchasing and Receiving Enhancements
Windows Accounts Receivable Enhancements
Windows A/P and G/L Enhancements
Archive Manager – a new application used manage your archived data. It allows you to purge archive data you don’t need frequent access to, and download it to your PC, where you can store and back up the data for future reference. You can then use existing Eagle for Windows applications to access and view this off-Eagle data (requires a live connection to the Eagle). The Archive Manager application lets you easily manage your System Audit and Reporting Tools (SART) (ITR, Inventory/Customer/Vendor/POS Order Change Logs, and Spooler Archive) and Document Management data archives. Access to this Archive Manager is controlled by security bit 849.
High Security Passwords– The purpose of the High Security Passwords enhancement is for compliance with credit card company rules for password management. This feature provides passwords that expire after a certain time frame, and user lockouts after a given number of failed login attempts. You can set up selected users (e.g. your security administrator) to receive alerts when an employee becomes locked out, and when a password is going to expire.
Printing Plans– a new purchase option that provides additional flexibility to POS document printing. Printing Plans require the use of Flex Forms, are a licensed product, and require consulting time with Epicor. With Printing Plans you can:
Assign flex forms by customer
Vary the number of copies that print by customer or transaction type
Send multiple copies of a POS document to different printers using different formats
Specify different graphics and watermarks by customer
Print the same form to different printers
Provide sub-totals for merchandise, environmental fees, excise taxes, freight, labor, and misc. items
Provide totals for each component of composite tax codes (for current Flex Form users)
Suppress printing prices and/or extensions on invoices – the printed version won’t have pricing, but the document archive has both the printed invoice without the pricing and a priced version
Two-Digit Store Numbers – New option 8701 "Store number format” lets you use two-digit store number in situations when you have more than 9 stores. That means you can identify store 10 and above by a 2-digit store number rather than having to identify them by letters. Printing the two-digit store number after the transaction number on POS transactions requires the use of Enhanced Forms and setting Option 5490 to Yes. Currently there is a maximum number of 57 stores that can be used numerically.
Ace has changed the name of the Helpful Hardware Club (HHC) loyalty program to "Ace Rewards.” As a result, any screens and customer-facing documents (receipts/invoices) that say "HHC” or "Helpful Hardware Club” will now read "Ace Rewards”( Legacy applications will not change). This includes POS documents (receipts and invoices), POS screens and menu choices in POS, Customer Maintenance screens, the Eagle Browser, Inventory Maintenance, Options Configuration, and online help. Note that Ace Rewards promotions will still start with HHC, and coupon SKUs will still start with HH.
Ace Rewards Customer Profile – Ace will begin transmitting a ’customer profile’ flag for Ace Rewards customers through Hotsheets. This flag will be recorded on the customer’s account in the new "Ace Rewards Cust" field on the Misc tab of Customer Maintenance. This field can also be viewed in the ARCM screen (formerly the HHC screen) and in the Customer Viewer. The values of this flag are: A = Active, I = Inactive, and N = Active but has inaccurate/incomplete customer information. A utility called RIC is available to delete "inactive" Ace Rewards customers (if you have the Customer Change Log the report will run with Option F and Option T at the same time); following the same delete logic when deleting customers in Customer Maintenance (no documents on file, no sales history, etc). For accounts flagged as N (active but inaccurate/incomplete information), POS will display the following message to the clerk: "Customer has inaccurate information on file – please provide an Ace Rewards account change form to customer.”
To start using the Ace Rewards Customer Profile program, you must set up options 8873 and 8874 in Options Configuration, and set security bit 843 to Yes (Customer Change Log users only).
Ace Rewards New Member Sign-Up at POS - You can immediately sign up a new Ace Rewards customer at POS, simply by scanning a new Ace Rewards and then entering the customer’s home phone number on the screen. This feature requires a broadband Internet connection and a VPN tunnel to Ace.
To start using the Ace Rewards New Member Sign-Up program, you must set up options 8871, 8872, and 8879 in Options Configuration.
Customer Engagement - The Customer Engagement functionality allows stores to print on their cash receipt a promotional coupon offer, enticing the customer to take the Customer Engagement survey. The coupon information is transmitted to you via your Ace Hotsheets. The verbiage on the coupon directs the customer to call a phone number to participate in the Customer Engagement survey. Once the survey is completed, the customer is given a validation code to record on the coupon to make it redeemable. This process will eliminate the need for your cashiers to remember to hand out the green padded Customer Engagement coupons that were used in the past.
High-speed transmission for Ace Hotsheets and Invoices (EFM/ERP) - High speed transmissions will now be available for Hotsheets (EFM, price changes, reverse PO, Ace Rewards updates, promotions, and UPC updates) and ERP documents by using secure FTP protocol. You will use a new utility called ACEUTL to change your communication settings from async to Secure FTP. A broad-band connection to the internet from your Eagle server is required.
High-speed transmission for Ace Warehouse orders - High speed PO transmission for Ace Warehouse orders will require a broadband connection to the Internet as well as a VPN tunnel between your store and Ace Corporate. You will use a new utility called ACEUTL to change your communication settings from async to High Speed.
Interface to Paylocity for automatically posting payroll journal entries to the General Journal Transaction window (GGMU) in Eagle for Windows only. Paylocity is the payroll service endorsed by Ace Hardware. The Paylocity interface requires that Epicor Licensing sets the option ’EGLU Electronic GL Update’ (ID = 1076) to Y, and you must set option 8283 ’Format to use for EGLU’ to 1.
True Value ’Simplified Ordering’ is a suite of new Eagle for Windows features intended to simplify and manage purchase orders that members place to True Value.
You must be using RemoteWare or Afaria telecommunications (a purchase option) to take advantage of these new features (they are not available on the MCS system).
Ship Later Download File - No more guessing about Ship Later items. No more looking for receiving documents to find out what’s on Ship Later. This informative new feature will display all items on Ship Later, all in one place.
Open Purchase Order Events Download File - You can now see what’s on order for most True Value non-warehouse orders, excluding direct ship. Before this new feature, your retail system couldn't show you what is coming on a MAVA or Certified True Blue assortment order, that is, unless you had taken the time to manually key in the order. With this new feature, you have the option to pull these orders into your system so you can receive against them. That means you can now see all of your items that are on order.
Promotion Filtering - This feature will ease the frustration of searching through an endless list of promotions that are in no particular order today. You will be able to locate a particular promotion easily and quickly with this new feature. Just choose whether you want to see auto ship, True Value Rewards, or monthly circulars.
Order Deadline Notification - Ever wish someone would have reminded you that the order deadline for an event was coming up? With this new timing feature, a display reminds you that the order deadline for an event is one week away.
Order Confirmation - Have you ever thought you sent your entire order only to find two items arrive on the truck? Well, no more with this new notification feature. You will not only receive a confirmation that your order has been successfully transmitted, but you will now receive a notice of the order type, the number of lines transmitted, the event number, the purchase order number, and the date & time stamp.
Non-stock SKUs have a six digit number assigned to them and are marked as a ’non-stock’ SKU. That means no more book/page/line; these SKUs will be in the E4W catalog and can be added to your inventory. However, the Suggested Order Report (RSO) and Purchasing & Receiving (MPO) will not allow a non-stock SKU on a warehouse order.
Promo pricing will be downloaded based on your circular zone (T, U, V, W, X, Y, Z). This means some items on the promotion may have certain costs and promotion price based on your zone (region). To begin using this feature, simply set the new "Event Zone" field in COTUTL to the desired zone.
A new report called REVENT replaces the Direct Mail Relay Item Report (RDM) and Market Download Item Report (RMD). The look and feel is similar to these reports; however, we’ve included some additional functionality to support multiple events on file (for different ID’s), and a new from/to by vendor. You’ll notice that book/pg/line is removed from this report.
To simplify your ordering, all event orders (promo orders, auto-ships, and market orders) follow a standardized ordering procedure. Event ordering information and event promo pricing are downloaded through a new telecomm data stream which will be effective starting January 25th, and will support the following new features:
More information available for events, such as shipment dates, payment terms, auto-ship quantities, and future promotions.
A hotlink to MOL (Members On-Line) from the event viewer to view the actual promotion.
New lookup in the Event Viewer by vendor name.
Four ship windows available – certain events will allow you to choose from up to four different ship windows. A separate PO will be created for each ship window giving you control over when merchandise arrives at your store.
Create new warehouse orders during a re-order window using the final promotion file.
The Payment Card Industry (PCI) has combined their individual standards to create a simpler, more condensed version of standards for the industry to follow. Epicor will be making some software changes to conform to these new standards. These changes affect all bankcards (all types of credit cards as well as debit cards).
Existing option 1140 "Mask Credit Card Number on Customer Receipt?” will no longer allow the value N (No) to be entered in Options, nor in legacy Function MIV. Therefore, the only choices will be B (mask on customer and store receipt) and Y (mask on customer receipt, but show on store receipt). Installing Level 29 will automatically set this option to Y, but you can change it to B if desired.
Existing iNet Option 5751 "Require credit card identification number in e-Store” will be viewable but no longer editable in Options, Installing Level 29 will automatically set this option to No. Therefore, iNet will no longer prompt for and require the credit card identification number (CVV2) on e-Store transactions.
Any new bankcard data will be encrypted.
The Check Register Report (RCK) will mask the first 12 digits of all bankcard numbers on this printed/spooled report. For example, a credit card number of 1234567890123456 will be printed as xxxxxxxxxxxx3456.
POS Totals – When a credit card is swiped from the POS Totals screen, the full bankcard number will no longer display; the first 12 digits will now be masked.
QuickRecall Data will have bankcard numbers encrypted. Installing Level 29 will encrypt numbers in the existing QuickRecall data. QuickRecall will have the first 12 digits of the card number masked with "x’s.” If you wish to view the card number, you will need security bit 757 so that you can use QuickRecall's Misc menu option 5 "View Bankcard number.”
Important: because bankcard numbers are now encrypted, any new or existing ODBC or RQ procedures that include credit card numbers will show nonsensical data in that field.
MRGPROT report – The first 12 digits of the bankcard number will be masked on the MRGPROT report, which prints for merged offline bank card transactions. For example, a credit card number of 1234567890123456 will be printed as xxxxxxxxxxxx3456.
Offline POS ProtoBase – The data files that contain the bankcard information for upload to the Eagle will now have the bankcard numbers encrypted.
Address Verification (AVS) users: the CVC (card value code) which is input by the POS clerk in totals for AVS, will be changed to a password entry-type field, so it will display as asterisks as it is typed in.
ProtoBase version 6
Changes to receipt for credit card transactions – We've added new fields to all credit, debit, and gift receipts regardless of ProtoBase. However, many of the new fields are only populated by the credit authorization responses via ProtoBase. The changes include:
A common receipt template for all credit card tender types - The receipt provides full authorization detail for any Credit, Debit, Gift or Private Label credit card. Some additional fields will be printed based on transaction type.
Common fields on all receipts - Merchant name, Merchant address, Transaction Date and Time, Transaction Amount, Account Number, description of goods, Cashier ID, Merchant #, Batch #, Legend, Transaction type, Swipe Indicator, Reference #, Expiration date, Cardholder name (if available), Authorization code, and Currency symbol.
New fields to Credit and Private Label cards (Visa, Master Card, Discover, etc) - Signature Line (customer and merchant copy) and Disclosure Statement (customer and merchant copy)
New Cash Back Amount field for Debit cards
New Remaining Balance field for Gift cards (only for gift card programs that support the Remaining Balance feature)
Print currency symbol - If Option 95 "Display U.S. dollar ($) sign in most standard dialog boxes” is set to $ (the default), a dollar sign prints on receipts in front of bank card, debit, and gift card amounts on customer and store receipts.
Print bank card expiration date on customer and merchant copy - The expiration date has been added to the customer and merchant receipt. When option 1140 "Print full Credit Card Number/Exp Date on Store Receipt?” is set to Y, then the readable expiration date will print on the store/merchant receipt. If option 1140 is "B”, then the expiration date will print on the customer and store/merchant receipt but masked – it will print as XX/XX. (Note that the name of this option has been changed to represent its new capability.)
Gift card receipt enhancements - Gift cards now print a receipt for all balance inquiries. The receipt includes store header information, account number (masked), and remaining balance. Gift cards also print a "merchant” copy for activations, add funds, void add funds, and cash out if option 4905 "Signature Capture - Print a store copy receipt for bankcards" is set to Yes. If option 4905 is set to No, a merchant copy doesn’t print.
Other receipt changes:
The authorization code prints on the customer's receipt.
The merchant number prints on the customer and merchant copy
The ProtoBase batch number prints on the customer and merchant copy
"Customer copy” prints on the customer receipt and "Merchant Copy" prints on the store receipt
Swipe indicator – indicates "swipe” if the card was swiped through a magstripe reader, or "Manual” if it was manually enter by the cashier
The ProtoBase host reference number prints
Tally 5 SKUs for Brick/Block/Tile - Use the new Tally Type 5 for selling brick, block, and tile. When you sell a Tally 5 item in POS, the system generates a "picking descriptor," which tells the yard person how many of each physical packaging unit is necessary to fill that item. For example, a picking descriptor for block will tell the yard person to load "XXX Cubes XXX Straps XXX Eachs.” The descriptor prints right below the Tally 5 item on all document types except Estimates, and is generated when the transaction prints – it is NOT an actual line on the order. This means this picking descriptor is not seen in the POS posting grid, nor in the QuickRecall grid. Descriptors only print on Flex Forms or on Alternate Contractor invoice forms (form type N) ; they do not print on the 40-column receipt. To set up a Tally 5 item, you flag the item as Tally 5 in Inventory Maintenance. When you do so, a window displays where you can enter up to three packaging units and the quantity of each unit, and indicate whether a broken package is allowed. Use of this feature requires using a Flex Form.
QuickFind Setup Enhancements - "Quickfind," the online price book in POS, now has a "Misc" button on the toolbar, which brings up a new menu with the following choices:
Change name of Main Group – allows you to change the name of the currently selected main group.
Change order for Main Groups – allows you to change the presentation order of the main groups which are seen when you display the QuickFind window in POS.
Change name of Sub Group – allows you to change the name of the currently-selected sub group.
Change order of Sub Group – allows you to change the presentation order of the sub groups which display once you've selected a main group from the QuickFind grid in POS.
A File, Action, Tools, and Help menu have been added to Quickfind. Note that from the File Menu, you can use the Print Screen function to print Quickfind lists.
The <Delete> button now supports the ability to delete an entire page of a sub group. Before this enhancement, if you wanted to delete an entire page of a sub group, you had to delete each item individually, which left you with a blank page. Now, both the items and the page are quickly and easily deleted.
New Warning in Online POS When Offline POS Data is More Than a Day Old - You will now be warned in regular (online) POS when offline POS data is more than a day old. This warning used to only appear in offline POS, when it really is too late to be told the station has stale offline data.
The new option 5024 "Warn user if Offline POS data is more than this many days old” controls the warning in both online and offline POS. This option defaults to 1, but you can change this option to a different number of days if desired. It is best to work with up-to-date information created by the offline refresh (COR). However, based on your business practices, you may have specific stations on which you allow older data to reside, without being refreshed daily.
Allowable values for this option are between 1 and 99 days. The Kept By method for this option defaults to Terminal, but can be changed to System or Store.
Enter 99 to tell the system to not give this warning at all, no matter how old the data is. You should only enter 99 on terminals where Offline POS will not be used.
Print Loading Ticket to a Laser Invoice Printer - You can now print Loading Tickets on an invoice printer, instead of a receipt printer. You designate the laser invoice printer in Device Configuration. This feature requires the use of Flex Forms.
To use this feature, you must set up the following options:
Option 3119 "Print loading ticket to invoice printer.” Set this option to Y (prints all items) or L (prints only the loading required items).
Option 7703 "Enhanced Form for loading ticket.” This option defaults to a pre-designed loading ticket called "+Laser Std Loading Ticket 1.” You can view a sample of this form in Device Configuration's Misc Menu by selecting "View sample enhanced forms." This form has 3 places for you to add a graphic/logo; you could place your company logo in the first one, instructions for the customer in the second, and signature line and disclaimers in the third. Special columns could be used as follows: the box in the Quantity Sold column can be used to check that the full amount has been loaded (in case more than one trip is required), the Quantity Loaded column could be filled in with the quantity loaded (eventually multiple quantities if more than one trip), and the Loaded column could have the employee's initials and perhaps the time he/she loaded the material.
Option 7707 "Enhanced Form barcode prints for loading ticket.” You can set this option to Yes to print a barcode on the loading ticket, which will print in the lower left corner of the form.
Note: The existing option 160 "Print Loading Receipt” controls whether or not the receipt printer prints a loading ticket, and option 3119 controls whether or not the laser printer prints a loading ticket. These options are mutually exclusive, and you can choose to print one or the other, or even both.
New Option 8612 "Store in QuickRecall defaults to ALL when security bit 6 is Yes” - This option applies to Multistore users only, and is only relevant when the signed on user has security bit 6 (allow access to all stores' information). When this option is set to Yes, the Store field in QuickRecall will default to ALL. When set to No, it will default to the Lockin Store. This option only governs how the Store field will default when QuickRecall is initially displayed; while using QuickRecall, you may opt to change the Store to any specific store. Note: If security bit 6 is No, the Store field will default to the Lockin Store and cannot be changed.
New option 7730 "Non-printing comment identifier” - for Flex Forms users only. Use this option to enter a two-character prefix which will be used to enter internal, non-printing comments on POS transactions. When you enter this prefix before entering a comment in a POS transaction, this tells the system that the comment is for internal use only, thus the comment will NOT print on the POS transaction (order, estimate, invoice, etc). For example, you might enter a comment about why the customer received such a low price or why you accepted a questionable return. When finished entering the non-printing comment, if you also want to enter a comment that WILL print on the transaction, press Control-Enter. This starts a new line and clears the non-printing identifier. Then enter the note that you DO want to print.
The value you enter in this option should ideally be made up of characters that do not appear together in normal comments or SKU numbers. An example of a good prefix is ",,” (comma followed by a comma). Single character prefixes will not work.
Existing Option 5360 "Gift/Cash card type” - this option has a new selection, which is D "RBSLynk (including Do it Best).” Do it Best Corp. has changed card processors from Paymentech to RBSLynk systems for credit card, debit card and gift card processing. While Eagle for Windows still supports Paymentech gift cards, it is no longer the Do it Best-sponsored gift card program.
ITR Viewer Enhancement - If you are using Option 8414 "Prompt for return reason?” to collect a return reason for returns, the ITR viewer will now show the return reason for an item (ie wrong color, too small, etc.)
New Option 8199 "Move un-sourced B/O Qty to Order Qty when transaction invoiced” - for Customer Order Management users only (only accessible when option ID 76=Yes). When this option is set to Yes, unsourced backorder quantities will be moved to order quantity when the transaction is invoiced. When this option is set to No, unsourced backorder quantities will remain on backorder when the transaction is invoiced. The purpose of this option is for situations where the order quantity is temporarily backordered for the purpose of staging quantities for shipments across delivery vehicles. In this situation, the item is being backordered for partial invoicing of the partial shipment; in other words, it is not being backordered due to an out of stock situation where the quantity is being source by Transfer from another location or by a vendor PO. Backordered quantities that are sourced are unaffected by this option. They will remain on backorder awaiting fulfillment with a transfer receipt or purchase order receipt to move the backorder quantity forward to the order quantity. This option is not available for Pick/Pack/Ship.
Alternate Tender Enhancement for Visa Gift Cards - Epicor has reinstituted the ability to use Alternate Tender for VISA gift cards - this allowed you to use the Alternate Tender button (F2) to take VISA gift cards along with an additional credit card. Tendering Visa Gift Cards under the gift card payment alternate tender makes the transaction process flow much smoother. Note: only Visa gift cards are supported; for example, MasterCard and American Express gift cards cannot be processed through the Alternate Tender method. (These cards must be processed by ringing up the transaction as an order, taking a deposit and paying with either the gift card or credit card, then recalling the transaction and invoicing it by applying the deposit and tendering the remaining amount with the credit card.)
Simpler Processing of Gift Cards with Redemption Value Less Than Amount of Purchase - When ringing up a sale where the gift card value is less than the amount of the purchase, if the clerk simply swipes the card (rather than doing a balance inquiry and then manually entering the amount remaining on the card), the system transmits the total amount of the sale to the processor, and the card is declined due to insufficient funds. POS will now ask the clerk if they want to resubmit the transaction for the dollar amount listed in the declined message. If they select yes, POS will automatically resubmit the transaction, without the clerk having to go back to the alternate tender screen and manually enter the redemption amount.
Signature Capture Pad Enhancement - The Entouch Signature Capture pad now supports the "consumer display" on terminals without ProtoBase bankcard authorization enabled.
Offline POS Credit Authorization Warning - When starting up offline POS, if the terminal's option 140 "Credit Authorization Allowed” is set to P for Protobase, AND option 5417 "Offline Credit Authorization Upload for Protobase" is set to No, the system will give the clerk a strong warning, asking them if they want to continue. This is to draw the clerk's attention to the fact that the POS station is NOT configured to create, store, and upload bankcard transactions done in offline POS.
Change to Existing Option 8286 "Format of the item information's 'simplified' display?" - This option has a new choice which is 3 = "Same as choice 1 plus the item’s image.” When this option is set to 3, the item display window, which displays when you enter an SKU in POS posting and press <Display>, will show the item’s image if there is one. Important: to use choice "3," you must un-check "Show full inventory display first time <Display> is pressed." in POS under Tools/Options/General.
There are four new pricing methods in CPP:
x = "Dollars up from market cost.” The calculation is Market Cost + CPP dollars
a = "Markup from market cost." The calculation is Market Cost + (Market Cost * CPP percent/100)
g = "Gross margin dollars percent." The calculation is ((retail – cost) x CPP percent/100) + cost. When you select method g in CPP, you must enter which cost (enter in the Price Code field) and percentage of the margin dollars (enter in the Percent field) to use in this calculation. Choices for the cost are: "MIC 'cost used in calculations'," Average, Replacement, and Market.
If the Price Code is set to’ MIC cost used in calculations,’ the cost used to calculate the price is derived from either a manual cost override (if it is input before display), the POS header indicator, or the "Cost Used in Calculations" default from Options Configuration (ID# 102). The system looks for a manual override first. If one was not input, then the system looks for a POS Cost Indicator. If a POS indicator was not input, the system uses the default from the "Cost Used in Calculations" option.
t = "Dollars off from market cost.” The calculation is: CPP price = Market Cost – CPP dollars
Market Cost has been added to the existing Pricing Method of G (Gross margin percent) as a choice in the Price Code field. The calculation is Market Cost / (1 – CPP percent/100)
Note: If one of the new pricing methods involving market cost is used and if the item’s market cost is blank (only L type records can have a market cost), then the system would act as if the item was not covered by the CPP plan.
Foreign Currency Enhancements - Several enhancements have been made to accepting foreign currency in POS. You can now customize the currency names that display in POS, you can display both the foreign currency and local currency on the totals screen, and you can automatically display the Currency Exchange window in POS. These enhancements are controlled by the following new options in Options Configuration:
8823 "Custom field label for foreign currency”
8824 "Custom field label for local currency”
8825 "Automatically display "Currency Exchange" window?”
8826 "Display Total Due and Change Due in both currencies?”
Paid Outs Setup Now Available in Eagle for Windows - Paid Out Maintenance (PDO) is now available in Eagle for Windows. You can access Paid Out Maintenance from Options Configuration by clicking Misc and selecting "Maintain Paid Outs.” You can access it from the Eagle Browser by typing PDO in the Launch bar. Security bit 297 is required for access.
Professional Estimating Reprice Enhancement - This new reprice option allows you to recall the estimate and reprice it per the customer’s Default Pricing unit of measure (u/m) from Customer Maintenance (typically MF-thousand board feet). First select Reprice or Copy, then select a Reprice Method (it can not be left as N). You can reprice the transaction if desired, but if you only want to change the pricing of L-type records to the customer’s default pricing u/m, then set the Reprice Method to A (increase each item's price by a percentage), set the percent to increase by as 0.00, and set the "Change to MCR default pricing u/m" flag to Yes. The existing price of L-type records on the estimate will simply be converted to the customer’s default u/m, with no net change to price or cost.
Bag/Bucket Sale Enhancements and Fix
Option 8637 "Allow 'Bag/Bucket Sale' feature in POS” Choice "A" Has Been Fixed - Choice "A" in option 8637 has been fixed. This choice allows the first item posted to a transaction to automatically begin the bag sale.
Option 8638 "Apply 'Bag/Bucket Sale' discount to non-discountable items" has been modified. Set this option to Yes if the bag/bucket sale discount should be given to items which are non-discountable. Otherwise, set this option to No to only allow the discount on discountable items. This option does NOT apply to items on promotion. (Refer to option 8951 to control whether or not items on promotion can receive the bag/bucket sale discount.) An item is non-discountable when:
the item's Discountable flag in Inventory Maintenance is set to No
the item is receiving a quantity break discount and you do not allow an additional discount (option 660 is set to No)
the item is receiving a matrix price and you do not allow an additional discount (option 680 is set to No)
the item is receiving an Open Quote price and you do not allow an additional discount (option 700 is set to No)
the item is receiving a CPP price and the "Trade Discountable" flag is set to No for this plan.
New option 8951 "Apply ’Bag/Bucket Sale’ discount to promotions." Set this option to No if you want to prevent the system from giving the bag/bucket sale discount to items on promotion. Otherwise, set this option to Yes to allow the discount on promotion items. Also refer to Option 8638 to define if the bag/bucket sale discount should be given to other types of discounted pricing.
Existing Option 5360 "Gift/Cash card type” has a new selection, which is D, for "RBSLynk (including Do it Best)."
Daily Journal Viewer Enhancements –You can now display line items from voided transactions by clicking the Drill button. This information you see is the same as what prints on the Voided Transaction Report (RVT). Additionally, you can display customer orders, special orders, estimates, open quotes, transfers, or suspended transactions by clicking the Drill button, which displays the POS Order Viewer showing the transaction if it still exists.
Check Guarantee– Now you can reduce the hassle that you put your best customers through every time they write a check. A new field in Customer Maintenance lets you exempt specific customers from check authorization. This field is accessible from the Main tab's POS hyperlink. For ProtoBase users, no verification window appears and the customer's account number appears as the approval code. For non-ProtoBase users who are using the Bad Check feature, the Check Verification dialog will not display.
iNet Order Pro– Customer quotes now print only when customers press Submit Document to complete their quote – instead of printing every time a customer makes a change to the quote.
Offline POS Transaction Upload Improvements–There are several great enhancements to Offline Point-of-Sale, which are:
In the rare event that an upload of offline transactions doesn't succeed after its normal three tries, the ’Current Trxn Set’ will still be available for you to select and retry the upload. Formerly, it was renamed and required a call to the Advice Line.
Both the Offline Database Refresh and the upload of Offline Transactions now have increased reliability in the file transfer due to a more robust FTP transfer. Additionally, the transaction upload now makes the upload file more compact and efficient by bundling all files into one zip file prior to transfer.
Re-uploading offline transactions that were previously uploaded is password-protected to reduce the risk of uploading an offline set multiple times. When a prior transaction set is selected for re-upload you will specify if you want to upload only the POS transaction file, only the Protobase transaction file, or both (defaults to both). You will then be prompted to call the Advice Line for the necessary password.
A new option, 5026 "Clear Offline POS totals after successful upload” (which defaults to Yes), automatically clears offline totals after a successful offline upload and adds the data to the end of the MRGOPOS report.
Offline POS records "open the cash drawer" as a transaction, as it should, but until now, these "transactions" were not getting uploaded. As a result, the system falsely generated an "Offline Transactions Exist" alert. This problem has been corrected.
Related Items–"Sells with” types of related items are now properly repriced when you use the Copy/Reprice function on an order, special order, estimate, open quote, or when repricing a transaction where the customer is changed and the new customer has different pricing parameters. Previously, the "sells with" item was always repriced based upon the customer’s pricing, which didn’t work well for "sells with" items set with their price based on % of Parent SKU's Price, Fixed Price, or No Charge.
Delivery Instructions– Now you can create Delivery Instructions by customer in Customer Maintenance that print on Orders, Special Orders, Estimate, and invoiced Orders/Spec.Orders/Estimates. You can also apply this feature to accounts with multiple delivery locations. Delivery Instructions may be preferable to using the Special Instructions field because Delivery Instructions are unlimited in length, and you can set them up ahead of time per customer (or ship to). However, you still have the ability to add Delivery Instructions on the fly for customers who don't have them set up. Even if Delivery Instructions exist for a customer, you can modify them, or even not print them, for a particular transaction. To start using Delivery Instructions, set option 7734 "Print Delivery Instructions or Custom Printing Plan” to "+ Delivery Instructions +.” This feature requires the use of Flex Forms.
New Option 3517 "Allow enhanced name (;) and phone number (-) lookup in the Customer or Job”– Looking up customer names and job numbers just got easier with the new "wildcard” search that lets you type in part of a name or number and displays all entries with the information that matches. This works in the customer or job fields in Customer Maintenance or POS. Display the main account when doing the job search. For example:
Enter a semi-colon (;) followed by the characters to match within the name (";WEST” will find WESTERN and NORTHWEST)
Enter a dash (-) followed by the digits to match within the phone number ("-456” matches 123-4567 and 444-5678).
New Option 8277 "Print Driver’s License in check endorsement?” – We’ve added another great tool to help you keep track of customers who write bad checks. This option prints driver’s license numbers on the back of checks, so you can add the number to the bad check list if a check is returned. This is for stores using the Bad Check List feature of Eagle for Windows and who print check endorsements. You must have option 8276 set to Yes to use this option.
Returns Validation Exceptions– New options 8943 "Use Code position to identify items excluded from Returns Validation” and 8944 "Code value that identifies items excluded from Returns Validation.” These options are used together to identify items for which the system should NOT do Returns Validation. Once you've set up these options, enter the corresponding code in the appropriate items' User Codes field in Inventory Maintenance. You can use this feature for generic SKUs such as "nuts and bolts," or for Total Rental’s RENTAL SKU so that a credit for an early return of the rental doesn't require Returns Validation. Even though no Returns Validation is done on the designated items, the return will still be recorded in the Returns Analysis Viewer.
New Option 8945 "Disallow Transaction Reversal on a transaction over this # of days old” and security bit 740 "(MO) Ability to do a transaction reversal on an older transaction”–The combination of these two settings gives you the ability to control the age of the transactions that can be reversed, and require manager’s approval after the specified period of time. In Option 8945, set the maximum number of days to keep a transaction before it can no longer be reversed. Then assign security bit 740 to give the authority to override the setting in 8945 and continue the reversal when it is past the limit.
"Quantity Available” column added to the Advanced Order Entry posting grid–Customer Order Management (COM) users will find the new Quantity Available column that displays the "real-time” quantity available at the time the item was posted (or refreshed such as after an item change or a reprice).
New Option 8961 "Include ’Save and print added items” on the Finish Order menu?” (Customer Order Management users only) This option is perfect for your customers that like to keep an order open during the day. Each time they come in to add more items to the same order, you'll print it using the new choice "Save and print added items" so that only the items that were just added print and get picked and given to the customer. They do this as many times as the customer comes in for additional merchandise that day. Then at the end of the day that order is recalled and invoiced.
Customer Returns Viewer Enhancement – The manager override column has been enhanced. This column was previously populated with the manager override for security bits 767 "(MO) Allow return even if merchandise not purchased?,” 768 "(MO) Allow return if no returnable purchases exist?,” or 816 "(MO) Allow return even if original sale to different customer.” Now this column will also be populated with the manager override for security bits 74 "(MO) Ability to post a credit item and to create a credit memo trx” or 554 "(MO) Allow credit memo on suspended account.” Note: If posting a credit memo or line item requires more than one manager override (such as a manager override to start a credit memo, and another to override a non-purchased item in Returns Validation), the last manager used will populate the M/O Column in the Returns Viewer.
Changed Option 5490 "Print store number next to document # on invoices and receipts”– Now you can print your store number on receipts as well as invoices. Receipts have been changed to print the transaction’s store number on the line where the journal number and invoice number print (on a charge invoice). For example, on a charge transaction from store 1, it will print "JRNL# A00023 INV# 100/1”.
Changed Option 3513 "Check for Open Orders, Special Orders, and Suspended Transactions”– Now you can have the system check for and display any orders, special orders, or suspended transactions for the current customer when beginning a POS transaction.
New Options 3378 "Include store name on pre-printed laser forms for Email,” and 5048 "Include store name on pre-printed laser forms for Fax” – if you use pre-printed forms in the store, but wish you could print your store name and address on emailed and FAXed POS documents, simply set these two new options and your store's name and address will print on your emails and faxes!
Changed Option 8621 "Rounding rule for prices calculated by POS”– There are a couple of changes that occur with the change to this option. First, this option will now determine how prices calculated by a Category Pricing Plan are rounded. Additionally, we’ve added the ability to control this rounding rule at the customer level. Set option 8621 to how you want CPP and MSU prices rounded for the majority of your customers. Then, by customer, you can override this rounding rule using the POS Price Rounding field, which is located on main tab’s hyperlink for POS.
New Option 8955 "Timeout (minutes) for release of a transaction stuck in "printing state”– which defaults to 10 minutes.” Does this sound familiar? A salesperson packs up the laptop before printing a transaction and suddenly the transaction is stuck in the queue? Now your end of day information doesn’t agree. This new option "passes along” the document even if it doesn’t print, which means that no transaction that gets accidentally stuck in a queue will throw off your manual End of Day Sales Totals report (RDS) figures from the automatic RDS that occurs overnight.
Amount of Gift Cards You Can Sell is Now Unlimited – Have you ever tried to sell more than 20 gift cards in a transaction and found it can’t be done? No worry– with this new release, you can sell as many cards as you need to in one transaction.
Inventory Viewer Enhancements
The following columns have been added: Catalog Date Added, Disc Date, Catalog Discontinued, Loading Required, and Taxable Status.
There is a new lookup method called "All Vendors.” When selected, this lookup displays any item whose Primary Vendor, Manufacturer Vendor, or Secondary Vendor matches the vendor specified.
There is a new Lookup called "Mfg Part Number.” When selected, this lookup displays items whose manufacture part number begins with the value entered.
New "High Performance” Inventory Viewer for remote terminals with low-bandwidth, high-latency issues. This new viewer is a trimmed-down version of the current Inventory Viewer, offering limited lookups and columns to view. It’s great for situations where performance is more important than flexibility. The new option 8288 "Use the High Performance Inventory Viewer as your default?” can be set to Yes on relevant terminals.
New columns added to the viewer for Tax Code, Vendor Stock #, and True Value Cat Non-Stock Event SKU. Note: these columns are populated only when option 8287 "Display the Inventory Viewer in expanded format” is set to Yes in Options Configuration.
Price Change Report (RPC) Enhancement - A From/To for Location has been added to the Windows version of this report (not available in legacy).
Enhancement for Maximum Stock Level Calculation - If you use Maximum Stock Levels and run the Order Point Report (ROP) with the "Max Stock Level" field set to "C" (Do not change max stock level), there is a new option "ROP Max Stock Level (Opt C) behavior when new OP > Max” (ID# 8859) in Options Configuration that determines how setting "C" should work in cases where the calculated order point is greater than the Max Stock Level. Before this new option was available, if ROP was run with the Max Stock Level option set to C, and the calculated Order Point was higher than the Max Stock Level, the system would update the Max Stock level to the Order Point + 1. This would change the Max Stock Level even though you used the option to NOT change it.
Set this new option to 2 if you don't want the system to change Max Stock Level, so that if the calculated Order Point is greater than the Max Stock Level, the system will set the Order Point to 1 less than the Max Stock Level. In other words, the Max Stock Level will not change, even if the system calculates an Order Point that is greater than the Max Stock Level. Leave this option set to 1 (the default setting) if you wish to preserve the old behavior of the Max Stock Level calculation; thus, if ROP is run with the Max Stock Level option set to C and the calculated Order Point is higher than the Max Stock Level, the system will update the Order Point to the calculated value, and change the Max Stock level to the Order Point + 1.
Promotion File Enhancement – When using the "global change" feature in the Modify Item Promotion window, you can now select "All" when warned if you want to continue; this means that additional instances of that warning within that one global change session will not display.
Inventory Maintenance Enhancement – the PO Season field has been added to the Load tab.
Ace Inventory Enhancements
Add Price Changes Based on "Level Price Override” Setting - You can now use the Price Change Report (RPC) with Option Y "Add Level Price as Retail” to update Retail with the Level 1 or Level 2 price from the Ace catalog. This is helpful if you want to cut over a range of items to Ace’s Level 1 or 2 pricing. To use this new feature, first change the "Level Price Override” flag on the appropriate range of items by running the Item Code Update Report (RICU). Next, run RPC for that same range of items to add price changes using this new method, and then finalize the prices.
The "Level Price Override” field has been moved to a more easily accessible location. It's now located on the Pricing tab of Inventory Maintenance. Formerly it was located in the Code tab’s Additional Codes Flags dialog.
Windows Labels Enhancements
Additional Fields Added to Label Manager - The following fields are now available in the Windows Label Manager: Catalog Long Description, Catalog Short Description, DIB Catalog OM #1, DIB Catalog OM #2, DIB Catalog OM #3, DIB Catalog Cost OM #1, DIB Catalog Cost OM #2, DIB Catalog Cost OM #3, DIB Coded Cost OM #1, DIB Coded Cost OM #2, DIB Coded Cost OM #3, Average Coded Cost, Replacement Coded Cost, Vendor Coded Cost (mfg cost), and Market Coded Cost.
If you select any "coded" costs, the system references option 5823 "Key used in Label Manager for cost coding” to code the cost. The value you enter must be 10 characters long, and each character must be unique. The encoded cost always prints with two decimal places, even if the cost is .00 or if it doesn't have a decimal point. The option defaults to:
B L A C K H O R S E
0 1 2 3 4 5 6 7 8 9
For example, .05 will print as BH, 5.00 will print as HBB, etc.
You can now print both regular bin tags and Multiple Selling Unit (MSU) bin tags in a single print job. To use this feature, set up two new options in Options Configuration:
Option 5804 "Use the ’Default MSU label format’ when printing MSU items?" Set this option to Yes to print your MSU items in the same print run as your non-MSU items. When you print bin labels using RBL (with the "Labels to Use" field set to 2 (Generate file for LabelWorks/Label Manager), the application uses the "Default bin label format" (ID #5810) for regular items (just like it does today) and uses the ’Default MSU bin label format’ (ID #5811) for items with an MSU code.
Option 5811 "Default MSU label format to use for Windows label printing.” Use this option to assign the item label layout you want to use when printing items with an MSU code. Keep in mind that the MSU items must print on the same labels as the non-MSU items. Note: this option is also used when printing a single label from Inventory Maintenance.
The following fields are now available for selection to place on labels: Mfg Name (you can specify how many characters print, up to 32 characters), Mfg Short Name (10 character short name from Vendor Maintenance), Prime Vendor Name (you can specify how many characters print, up to 32 characters), and Prime Vendor Short Name (10 character short name from Vendor Maintenance).
UPC Enhancement – (Multi Store only) Different SKU numbers can now be assigned to the same UPC, which is especially helpful for stores that are multi-store and multi-affiliate. For example, if a hammer manufactured by Stanley has a UPC of 076174510317 and is distributed by two different suppliers, it can be linked to two different SKUs – one for each supplier. In a given store, only one SKU should be linked to a UPC. The system does not enforce this. So if it were to happen, scanning that UPC at POS would sell the first SKU in SKU order. Use report RAP’s "Print UPC List" and Option I to print the list of UPC’s that are linked to more than 1 SKU in the specified store. Note: this feature is currently in stage 1 testing, but will be available soon.
RF Can Immediately Update Quantity on Hand – You can now immediately update quantity on hand (QOH) from your RF. This means Inventory is updated in real-time. You can immediately update QOH from both File Maintenance Mode and PIP Mode. Simply select "I” for "Immediate Update” in the "Add QOH to PIP” field. When you use this feature, all the same updates that occur when you change QOH in Inventory Maintenance occur here, plus the Date of Last Physical field is updated as well. The updates to ITR and MPH (if option 1 "Audit IMU/LOD QOH changes” is set to Yes in Options Configuration) will be recorded with the Source equal to "RF.”
Due to this enhancement, existing Option 2930 "Shelf Manager add QOH to PIP” has the new choice of I, "QOH counts are added to IMU.” In addition, new security bit 851 "RF – Change ’Add QOH to PIP’ in RF Shelf Manager” allows you to control who can change the value of the ’Add QOH to PIP’ setting in RF Shelf Manager. If a user doesn't have bit 851, the RF defaults to the value in Option 2930, and the user will be unable to change it. If a users has bit 851, the RF still defaults to the value in option 2930, but the user can change it if they want to.
Inventory Import Enhancement – You can now cross-reference your Inventory Import across SKU, UPC, MFG Part Number, or Alternate Part Number, just like you can with the Price Import tool.
Product Analysis Report (RPA) Enhancement – Even more detail has been added to this report with the addition of two additional Sales Period fields: 6 = Last 18 Periods, and 7 = Last 24 Periods so you can dive even deeper into your units sold sales history. These two new periods apply when you are using Analysis Sequence 1 - Units Sold. In order to be included, items must have the Keep Sales History field in Inventory Maintenance (Codes tab) set to Yes.
Kit Record Report (RKR) Changes
Kit header SKUs are no longer updated when run with options O, Q, or U when the Kit Record field in Inventory Maintenance is set to No. If any of these options are selected in this situation, the RKR will report "Error: Kit not updated because KIT RECORD in IMU is No.”
The system can issue an Alert when a kit that can't be updated by RKR. Set option 3339 "Record ’Kit could not be updated by RKR’ alerts?” to Yes. Then, for manager(s) who should receive this alert, set the "Receive Alert" column in the "Kit could not be updated by RKR" row to Yes in the Alert User Profile window.
New Types of Family Quantity Breaks– In Quantity Break Maintenance (MQB), there are two new types of "family" quantity breaks, type L (Family break quantity/dollars off based on accumulated quantity) and type Q (Family break dollars/dollars off based on accumulated dollars). These new types are similar to types F and H, except that rather than entering a percent off retail in the Break field, you simply enter a dollar amount off that will be taken off the item’s retail price. Use the Quantity field to specify the minimum total quantity required or minimum total dollar amount required to receive that price break. When you view the break prices in Inventory Maintenance or POS for Windows, the "F" indicator displays to inform you that this is a "family" quantity break. In addition, Windows Labels has been updated to calculate and print the quantity break price for these two new types.
Catalog Enhancement – For items that exist in Inventory Maintenance, the <Inv. Mnt.> button has been added to the Catalog’s toolbar, letting you quickly access the item's information in Inventory Maintenance. You’ll find this button on the Item List screen, Detail screen, and Pricing screen.
New option 8947 "Record ’Last 10 QOH changes and Last 10 Cost changes’ for inventory items" – This new option determines whether or not the last ten quantities on hand and cost changes are recorded for an item. This option was added to minimize file size for the file recording this information for systems running the SCO operating system where there is a 2GB file size limitation.
Changed Option 2000 "Select store specific fields to copy to other stores – You now have three more selections to choose from in designating which store-specific fields you want the system to copy to other stores: Fixed Order Quantity, Fixed Price Indicator, and Keep Prices (only relevant when Keep Prices Same in All Stores is set to No).
RCIN is now available for Eagle for Windows – RCIN is now available from the Inventory Menu of Eagle for Windows. It includes all the functionality it always had, plus several new enhancements:
Windows RCIN is batch based, meaning you can add a list of SKUs to a batch, display pending batches, and finalize by batch.
Windows RCIN still supports the ability to do a custom SKU conversion by using an imported old SKU/new SKU list or by prefixing the existing SKU with a character to differentiate it, but the procedure is a little different. From Windows RCIN, Click the Finalize button. Then set the "Method to Use” to either C for Custom or P for Prefix.
With Windows RCIN, you can have Changes as well as Combines in the same batch. As you add each old/new SKUs to the batch, you specify if that is a Change, Combine, or Automatic. With Automatic, the system will determine what to do based upon whether or not the "new" SKU exists. If it exists, then the system will do a combine; if it doesn’t exist, the system will do a change.
Windows RCIN now combines vendor alternate part numbers by converting the old SKU's Vendor Alternate Part #’s to the retained SKU number. If the items have the same vendor/alternate part number, then information (the order multiple, minimum # of order multiples, unit to order by, vendor cost) is kept for whichever had the most recent cost change.
"Lockin Store” Search Preference – (Multistore users) When you change your lockin store either by clicking Store on the Eagle Browser, or by pressing <Cntrl S>, you’ll see the question "Use this store for item searches in Inventory Maintenance?” Checking this box allows you to view inventory data for the selected store when you use the Next and Previous buttons to search for an item in Inventory Maintenance. The system saves your selection as the default for the next time you display the Change Lockin Store dialog.
PO Number Field Increased to Ten Characters - The PO Number field has been increased from five to ten characters in both Windows and legacy Purchasing and Receiving. The ability to have a PO number longer than five characters in Eagle for Windows is controlled by Option 8857 "Allow up to a 10 character vendor PO#?” (this option does not control legacy).
Note for EDI users: The PO transmission file layout for EDI does not allow for a PO number that is greater than 5 characters; therefore, when creating PO’s which you'll transmit with EDI, your PO number should be 5 characters or less.
Note for ReQuest users: Due to internal changes that were necessary to increase the PO Number field size from five to ten characters, it may be necessary to make modifications to ReQuest routines that print PO number, create temporary fields that use PO number, or search based on PO number. Such modifications may be required regardless of whether or not you are using the longer PO number feature.
Note for Advantage/Generic ERP users: The ERP transmission file layout does not allow for a PO number that is greater than 5 characters; therefore, if your vendor’s ERP data includes your original PO number, make sure to only create POs that are 5 characters or less for that vendor.
Buyer’s Initials Field Increased to Ten Characters - The Buyer's ID field has been increased from five to ten characters in both Windows and legacy Purchasing and Receiving so that it matches the length of the User field in Security Maintenance (legacy Function MUR). In Windows (not legacy), the Buyer’s Initials field now has a drop-down from which you can choose a user. Or, you can type in a value which is NOT in MUR. The Buyer’s Initials field in Windows Purchasing and Receiving and in Windows Suggested Order Report (RSO) will default to the currently signed-on user.
New Option 8885 "Laser PO and Receiver format for L (lumber) type skus” - This option governs the unit of measure in which the Order Quantity and Unit Cost columns print on the Laser PO and Laser Receiver for L-type (lumber) records. This option does not affect H-type (hardware) records.
When this option is set to 1, both the Ord Qty and Unit Cost columns print in purchasing units when the Receiving Report (RPO) is run without Print Option S "Stocking Units,” or they print in stocking units when RPO is run with Print Option S. When the Receiving Report (RRP) is run, the Unit Cost column shows in stocking units. All of the above applies to both L-type and H-type records.
When this option is set to 2, L-type records show the Ord Qty in stocking units, formatted as 99999/UM where UM is the stocking unit of measure, and the Unit Cost column shows in purchasing units when RPO is run without Print Option S "Stocking Units. L-type records show the Ord Qty and Unit Cost columns in stocking units when the RPO is run with Print Option S "Stocking Units.” H-type records show the Ord Qty and Unit Cost columns depending upon whether or not Print Option S "Stocking Units” is selected. L-type records show the Unit Cost column in purchasing units when the RRP is run. H -type records show the Unit Cost column in stocking units.
Vendor Maintenance Enhancement - There are two new fields on the History tab of Vendor Maintenance, in the Last Year column: Units Ordered and Received. The Fill % shows next to the Received amount. The Vendor Update Report (RVU) run with Option U rolls these year-to-date fields to Last Year.
Refresh Button in the Purchasing Window - A Refresh button is now available on the toolbar of the posting screen, which causes the grid to be reloaded. This is useful if you've added columns or used filters, because they do not automatically get updated as items are added, removed, or changed on the PO; therefore, simply click Refresh to see the affect of the changes.
Receiving Report (RRP) Enhancement - There is a new Print Option H, "Print Extended Header Information,” which prints the following additional header information: Alternate PO#, Ship Via, Buyer, Codes, and the Special Instructions. This option is not available when printing a Laser Receiver.
Access Scanned Documents from the PO Archive Viewer– (Document Scanning users only) The P.O. Archive Viewer now has access to scanned P.O. documents from the Document Scanning archive. To use this feature, display the P.O. Archive Viewer, press the Misc button, and select option 2 – View Scanned PO Documents. This launches the Document Archive Viewer, where you search for PO documents stored in the Document Scanning archive.
Enhancement to Emailing PO’s from RPO– When emailing a PO via the Purchase Order Format Report (RPO), there is a new added safeguard to prevent accidentally emailing more than one purchase order. In RPO''s "Email PO?," you’ll see a new option Y which, when checked, makes sure you are sending just one PO. If you need to send more than one PO, no problem--simply check option M.
Purchasing and Receiving Minimums – There is a new link, Minimums, on the header screen that alerts you when the vendor’s minimum order requirements have not been met. It displays only if the vendor for the purchase order has at least one minimum requirement (Dollars, Weight, Units, Bill, or PO Line Amount) entered in Vendor Maintenance (MVR), and links to the Vendor Detail Information screen to show you the minimum requirements and if the PO is below any minimums. Additionally, "Not Met" will display in red below this new link if the PO is below minimum for Dollars, Weight, or Units.
New Columns in Purchasing and Receiving – New columns in the Purchasing and Receiving Posting grid include "Date of Last Inventory" and "Promo Price." In addition, the new columns "True Value Cat N/S Event SKU" and "Order Indicator" have been added to both the posting and receiving grids in the Purchasing and Receiving window. These columns are only populated when option 8285 "Display the PO create/maintain posting grid in expanded format?" is set to Yes in Options Configuration.
Social Security Number in Customer Viewer - A column for Social Security Number has been added to the Customer Viewer. Security bit 818 "Display/Enter Social Security # and Birth Date” controls the ability to see data in this column as well as the existing column of Birth Date. Due to the highly sensitive nature of this data, Epicor strongly recommends that you use extreme discretion in assigning this security bit.
Accounts Receivable Notes - You can now attach A/R Notes to Accounts Receivable transactions from any of the following windows: Open Item Maintenance (MOI), Received on Account (ROA), the A/R Transaction Viewer, or the A/R Archived Transactions Viewer. You can use A/R Notes to record information about specific transactions in order to help you manage your A/R accounts. To add a note, you simply click the Add Note hyperlink and type your note. As a result, the hyperlink no longer says "Add Note," but instead displays the date of the note and the user who entered it. This means that you can tell at a glance that a transaction has a note, when it was written, and who wrote it. The note will follow the transaction into the A/R Transaction archive when the transaction is purged by the Aging Report (RAG). Security bits 822 and 823 control this feature.
Customer Code Update (RCCU) Enhancement – You can now change the Tax Plan field for a range of customers.
Accounts Payable Notes - You can now attach A/P Notes to Accounts Payable transactions from any of the following windows: New A/P Transactions (ATMU), Posted A/P Transactions (AVIQ), or A/P Invoice Maintenance and Payment (APMU). You can use A/P Notes to record information about specific transactions in order to help you manage your A/P accounts. To add a note, you simply click the Add Note hyperlink and type your note. Once you have added a note to an A/P transaction, the hyperlink no longer says "Add Note," but instead displays the date of the note and the user who entered it. This means that you can tell at a glance which transactions have a note, when the note was written, and who wrote it. The note will follow the transaction into the A/P Transaction archive when the trx is purged by APGI. Security bits 820 and 821 control this feature.
A/P Check Modifications for Canada – Accounts Payable checks will be changed to support new requirements for Canada.
New Columns in the General Journal Transactions (GGMU) Window - The following new Columns have been added to GGMU: Vendor Code, Vendor Name, Short Name, Invoice Number, Voucher Number, Check Number, Bank Code, and PO Number.
New Columns in the General Ledger Detail (GINQ) Window - The following new Columns have been added to GINQ: Original Date, Vendor Code, Vendor Name, Short Name, Invoice Number, Voucher Number, Check Number, Bank Code, and PO Number.
Drilldowns from General Ledger to Accounts Payable - Now you can drill down to the Posted A/P Transactions (AVIQ) Viewer from a journal entry that was passed off from A/P. For example, if the journal entry was for an invoice to vendor ABC, press or click on the Drill button from the General Journal Transaction window (GGMU) or the General Ledger Detail Window (GINQ) to display AVIQ to show the entries for vendor ABC using a from/to date range equal to the invoice’s date.
Posted A/P Transactions Viewer (AVIQ) Enhancements
You can now look up a posted invoice when you only know the invoice number or the PO number. To look up an invoice by invoice number or PO number, click Misc and choose the new entry "View List by Invoice” or "View List by PO." This displays a list of invoices in invoice or PO number order across all vendors. Highlight the desired invoice and press Enter (or F4). The grid displays all invoices for that vendor from the selected invoice forward.
Invoice number is now an available field in the selection criteria above the grid.
True Value High-speed Telecommunications - Afaria will be available as a purchase option for True Value Members. Afaria is a high speed Internet application that is incorporated into all True Value telecommunication applications. The telecommunication applications that are used to communicate with True Value (Example: EPO, ERP, RDC, etc.) will still function the same. However, instead of using the async Eagle modem, all data transmissions will occur over the Internet. The advantages of using Afaria are the speed at which the system sends and receives the data from True Value and the reliability of the connection. Requirements for Afaria are: SCO or Linux Eagle server, a high speed Internet connection that the Eagle has access to, and an Afaria license which is a purchase option available from True Value. If you are interested in purchasing Afaria, please contact your Epicor Direct or True Value sales representative.
New Option 3020 "EFM – update vendor records even if 'Name’ does not match?” - Set this option to Yes to update vendor records through EFM even if the vendor name in Vendor Maintenance does not match the vendor name in the incoming EFM data. Set this option to No if you do not want vendors updated if the name does not match. Setting this option to No protects vendors that you have manually set up that might have the same vendor code as one used by your coop. This option is only meaningful if you get vendor updates from your coop; currently, this feature is available with Do it Best Corp and Ace Hardware only.
Price Checker Enhancement - The Eagle Price Checker application has been enhanced to include the following additional fields: Location (primary), Department (code), Quantity on Hand, Quantity on Order, and Quantity Available. The display of these new fields is controlled by the new option 3088 "Show extended information on Price Checker” in Options Configuration.
Professional Estimating Enhancement - for Professional Estimating Integration users only. New Option 8939 "Pass Inventory Type 1 Notes in the Professional Estimating Interface.” Setting this option to Yes causes the Professional Estimating system interface to look for type 1 notes associated with items. If an item contains a type 1 note, the contents of the note is added to the imported document as descriptor lines. Note: This option does not consider the "Print Repeats” flag in the notes tab of the Inventory Maintenance screen; therefore, the system pastes the type 1 note regardless of how many times the note occurs on a transaction.
Total Rental Enhancement - for Total Rental users only. New Option 8937 "Exclude Loyalty and Cash Customers from Total Rental Off-Line File.” Set this option to Yes if you wish to exclude cash and loyalty account records from the RENTCR.csv file. Total Rental loads the RENTCR.csv file (built from the Eagle for Windows POS off-line customer refresh file) during startup and uses this file to provide the drop-down customer name list when doing a customer name look-up. If you participate in a loyalty program such as those offered by Ace, True Value or Do it Best, you may have a large number of loyalty accounts in Customer Maintenance. By default, cash and loyalty accounts are added to the RENTCR.csv file. This can cause thousands of extraneous records to be loaded into the file; this can in turn cause Total Rental to take a long time to start up each morning, and cause performance problems for the Total Rental account lookup feature. This option causes all accounts that begin with an asterisk (*) or flagged as Charge Allowed N or W to be omitted from the RENTCR.csv file. In-house charge accounts that are also set up as loyalty accounts are still passed to the RENTCR.csv file.
"View Data in All Stores" Security Has Been Fixed - Before this fix, security bit 6 "View data in all stores; without this bit, only view 'Lockin' store data” was not respected in Spooler Maintenance, Spooler Archive, or on the Alerts page or Alerts Viewer. This has been corrected so that if the signed on user has bit 6 set to No, then spooled reports for another store, or those run with the Store field set to blank or C (consolidated) will not display in the viewer. In Alerts, the user will only see alerts created for their store in both the Eagle Browser Alerts page and the Alerts Viewer.
Ace Catalog Enhancements
The expiration for a new Ace Catalog has been extended. Previously, the system used to keep up to ten Ace EFM files in reserve so that when you ran LOADCAT to load the catalog, the system would apply the reserved files necessary to bring the catalog up to date. The system now keeps 20 Ace EFM files reserved for this purpose, thereby extending the amount of time that can pass before the new Ace Catalog is installed on the Eagle.
For Multistore Ace dealers, the catalog will now only be updated once in a given day, even if multiple EFM transmissions take place. Previously, if you downloaded Hotsheets for multiple stores during the day, each store generates an EFM update for catalog, causing the catalog to get updated with the same information multiple times. This caused unnecessary, lengthy processing on the system. This new feature eliminates the redundant updates.
iNet Enhancements
New option 8853 "Display terms discount amount in Accounts on Line." Setting this option to Yes causes Accounts on Line to display the transaction terms discount. The terms discount will display in the HTML screen, regardless of the discount status or other system flags (i.e. if the transaction discount date has expired, the account is past due, the Print Terms Discount Readable flag is set to No, etc.).
New option 8849 "Mask Manufacturer Information in Inet Order Pro and eStore.” When this option is set to Yes, it suppresses the Manufacture Code and Manufacturer Part Number from displaying in iNet Catalog, Order Pro and e-Store.
New option 8843 "Item extended description to show in iNet.” Choices are: 1=Always show Note Type 8, and 2=Show Note Type 2, unless there is a Note Type 8. Set this option to 1 to have Inventory Maintenance Note Type 8 always display as the extended description for an item in iNet. If there is no Note Type 8, then no extended description will display. Set this option to 2 to have Inventory Maintenance Note Type 8 show if there is one. If there is no Note Type 8, then display Note Type 2 (extended description shown in POS). This means adding a Note Type 8 for an item is only necessary when you need a different extended description than what is shown at POS.
AUDITO and AUDITQ Now in Eagle for Windows - The utilities AUDITO and AUDITQ are now available in Eagle for Windows.
New Option 8281 "Print SSN on payroll checks.” When this option is set to Yes, the employee’s social security number prints on the stub of the payroll check. When set to No, the SSN does not print on payroll checks. This option defaults to Yes.
New backgrounds for Training Mode and Offline POS - New backgrounds have been released for: 1) when a terminal is running an application in the Training Mode, to clearly distinguish it from a POS station that is in POS Training Mode, and 2) Offline POS.
"As Of" Date for Training Data - When you enter Training Mode, the screen now shows the "as of" date for the training data – the date the last time the Osprey utility TrainCF was run. The "As of" date is shown in the title bar of the dialog that displays when you press F11 to enter the training mode from the Eagle Browser. The title bar will read "E4W Training Mode – training data was created on MM/DD/YY.”
Do it Best Corp. Enhancements
The Electronic POS Data Collection Transmission (EPDC) is now available in Eagle for Windows.
Better Control Over Do it Best ERP – Option 3249 "DIB ERP Merge SKUs with Different Costs” gives Do it Best members better control over their ERP posting. When a member orders an item from Do it Best, if the quantity ordered meets certain price-break levels, two invoice records with different costs are returned for the one PO detail record. ERP posts the first invoice record against the PO detail record, and that PO detail record is short-shipped (Qty Ord > Qty Ship). The second invoice record is appended to the PO if the ERP Append to Target PO = Y, otherwise the second invoice record is reported but not processed. If the PO is ship/cancel, the short-shipped PO detail is processed and removed from the PO when it is finalized with RRP. If the PO is backorder, the short-shipped PO detail is processed and remains on the PO when RRP option F is run. That PO detail won’t be processed again because all the invoice records for that PO detail were already transmitted.
New Field in DIBUTL – There is a new field in DIBUTL called "RSC P.O. Format Version." This option is still being tested by Epicor product development and Do it Best. This flag should continue to be set to blank unless instructed by someone from Epicor or Do it Best.
Number of Printers – The number of printers/channels that can be supported on an Eagle server has been increased from 99 to 9998 on Level 17. A number greater than 99 is allowed in function MPS for Types E (Network Printer), L (Price Checker Printer), and N (Non-Printer Channel). This feature is not supported for serial printers (Types I [Invoice Printer] or P [Standard Report Printer]).
Using more than 99 printers/channels requires using Eagle for Windows applications for running, monitoring, and queueing reports. The Legacy applications that do support more than 99 printers are: SEQ, MEQ, MSP, RABO, QUE, and MTR (only for the ’Default Printer’).
Limitations – the following options in Options Configuration are limited for the largest printer number they can hold:
310 - Shop Order Printer Number (limited to maximum printer number of 99)
2940 - Network printer number for RF labels (limited to maximum printer number of 999)
5457 - Default printer for Auto-Transfer documents (limited to maximum printer number of 99)
5770 - iNet Order Pro Printer (limited to maximum printer number of 99)
5771 - iNet e-Store Printer (limited to maximum printer number of 99)
7804 - Default MPS printer number for POS/Order Entry Flex-Labels (limited to maximum printer number of 999)
7864 - MPS printer number for special order/non-stock Flex-Labels (limited to maximum printer number of 999)
7884 - Default MPS printer number for shipping Flex-Labels (limited to maximum printer number of 999)
Support for More than 14 Reports in a Queue – End-of-Day Queue Maintenance (MEQ), and the "EOD Queue" button on reports, have been changed to allow up to 99 reports to be added to a single queue in Eagle for Windows. With regard to Legacy MEQ and CEQ, Legacy MEQ can only be used to act upon the first 14 reports in a queue, and Legacy CEQ still has the limit of adding 14 reports to a queue.
3rd Party Video Surveillance Software – Now you can have the same data that prints on your receipt printer sent to an IP port on your network to a DVR used by most video surveillance hardware. This allows the video surveillance application to capture the data with video as the event occurs. In Device Configuration there is a new choice on the Misc Menu for "Configure Receipt Printer TCP/IP Monitor.” This lets you set up a terminal so that 40 column receipt printer output may also be directed to a specific IP address and port on the network. The terminal must be set up to print receipts as the transaction occurs if you want real time output. If you print at the end of the transaction, it will send all of the output at once. To check the printer setting, double-click the receipt printer in Device Configuration and click the When button. Please refer to your surveillance provider to find out if this capability will work with their software.
Globally Change Queues to Use Large Format Reports–On the Misc Menu of Options Configuration, there's a new selection "Change Large Format on queued reports.” Because a greater number of reports are requiring the use of the Large Format, we’ve created an easy, one-step way to change your End of Day queues for Large Format reporting – just click the button and you’re all set.
Support Desk Portal–There is a new option on the "Utilities" menu in the Eagle Browser to simplify the process of giving Epicor Support temporary remote access to your system with a program called BOMGAR. From the Eagle Browser, click "Utilities" (left navigation pane), then click "Epicor Services and Support Menu," and lastly click "SupportDesk Portal." This will prompt you for the session key, which Epicor Support will give you. Access to Support Desk requires that one of the following be true: the client PC is connected through watchdog VPN, the client PC is internal to Epicor and has an IP address of 172.16.*, or the client is external to Epicor.
Alert User Profile Descriptions – The Alert User Profile window, which is used to select which alerts a user will receive, now contains a Description of each alert, making it easier for you to determine which alerts your employees should receive.
New Option 914 "Use New Canadian Check Format when printing Accounts Payable checks”– Setting this option to Yes causes the system to print A/P checks in the new Canadian format if the store in which the checks are run has "C” in option "Store's Country Code" (or Function MSR). Setting this option (914) to No causes the system to print A/P checks in the old check format. This allows you to use up your stock of old format A/P checks, even if there is a "C” in the Country Code field.
New or modified security bits in Windows Security include:
Existing Bit 323–has been renamed to "Ability to use Option F or Z in report RDJ" because it now governs the ability to use Option Z "Departmental Passoff” as well as option F.
New Bit 740– (MO) Ability to do a transaction reversal on an older transaction (see the POS section above for more information)
New Bit 741 "Ability to change Customer PO# or Reference on QuickRecall documents.” When you set this security bit to Yes, you can change a customer’s PO# or the Reference field in QuickRecall. To do this, click A–Change Ref/PO# from the Misc Menu. This is especially helpful when you’ve received a PO from a customer after it’s been invoiced.
New Bit 742 – Access Legacy MUR. If a clerk has this bit, he/she can access Legacy MUR, or you can limit the clerk to "display only” functionality in Legacy MUR by setting this bit to Yes and bit 743 to No. If a clerk doesn’t have this bit, he/she cannot access legacy MUR at all. Also note that if a clerk has this bit, he/she must also have bit 1 to access legacy MUR.
New Bit 743 – Full legacy MUR functionality allowed. If a clerk has bit 742, this bit controls the amount of functionality is allowed. If a clerk has this bit and bit 742, then all functionality is allowed, subject to the normal Add (bit 3), Change (bit 2), and Delete (bit 4) security bits. If a clerk has bit 742 but doesn’t have this bit, then only "display” is allowed in legacy MUR.
Report Finalization Bits– This release provides added security for running reports with a finalizing/update option. Reports have been grouped by similar type, and each group is assigned a security bit.
744 - Ability to finalize POS EOD or EOM Reports ( RCK, RDI, RDS, RMR, or RVT option P)
745 - Ability to roll history in Inventory Reports (RDE, RCL, RFI, RIU, RVU, RPH). Controls the ability to use Option U to perform the end-of-month roll on these reports: RDE, RCL, RFI, RIU, RVU. Also controls the ability to run RPH with options C, P, and Y.
746 - Ability to roll history in A/R Reports (RSL, RTX, RSA)
747 - Ability to use Option U "Update Date of Last Physical” in report RIS. This controls the ability to use Option U to update the date of last physical inventory when running report RIS.
New Bit 749 - Controls the ability to post an exchange for defective at POS. Set this bit to No if you want to force the clerk to first return the item, and then sell the replacement item; this ensures that the item is returned at the original price, and is then sold at the current price.
New Bit 820 - Ability to view Accounts Payable transaction notes.
New Bit 821 - Ability to add/change/delete Accounts Payable transaction notes.
New Bit 822 - Ability to view Accounts Receivable transaction notes.
New Bit 823 - Ability to add/change/delete Accounts Receivable transaction notes.
New Bits 832 through 839 - These are various new security bits for the new Eagle Compass application.
New Bit 841 - Access to the Training Scores Viewer. The scores from quizzes completed in the Eagle Training Browser are saved and can be displayed in the Training Scores Viewer.
New Bit 842 - Controls access to the True Value PO Events Viewer and the True Value Ship Later Viewer. Both of these viewers are accessible from the GoTo menu of the Purchasing and Receiving window.
New Bit 843 - Allow inactive Ace Rewards customer report. Ability to access the Inactive Ace Rewards Customers Report (RIC) which can be used to print a list of customers whose Ace Rewards Status flag in Customer Maintenance is "I” for Inactive. Option F can be used to delete inactive Ace Rewards customers.
New Bit 847 - Controls the ability to access the Category Pricing Plans (CPP) window. Previously, security bit 209 controlled both access as well as maintenance (add/change/delete capabilities). Bit 209 will now only control add/change/delete, and bit 847 will control access to CPP.
New Bit 848 - Ability to Add/Change/Delete Contract Price Plans
New Bit 849 - Controls access to the new Archive Manager, which is used to manage the downloading of purged archive data, and also used to view that archived data.
New Bit 851– "RF-Change ’Add QOH to PIP’ in RF Shelf Manager” controls the ability to change the value of the ’Add QOH to PIP’ setting in RF Shelf Manager. If this security bit is No, this setting on the RF will default to the value entered in option 2930, and the user will be unable to change it. If this bit is set to Yes, this setting on the RF will default to the value in option 2930, and the user will be able to change it if they want to.