What's New on Release 17.2

Major New Features

• 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 Archive 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.  

• PCI Compliance – The Payment Card Industry (PCI) has combined their individual standards to create a more simple and condensed version of standards for the industry to follow. Throughout the year, Epicor has delivered several portions of the changes to make the system PCI compliant. This release contains the last of the changes, which are:

• • 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

• 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.

Windows POS Enhancements

• 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 (MCR) 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.

Windows Inventory Enhancements

• 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 Viewer Enhancements – Two new enhancements to the Inventory Viewer include:

1. • 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.

• 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.  

Windows Purchasing & Receiving Enhancements

• 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.

Telecommunications Enhancements

• 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.  

• True Value Simplified Ordering Phase 2 (coming in Winter 2007-2008)– New enhancements include:

• • 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 Suggest 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,  you'll 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.

• 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.

Miscellaneous Enhancements

• 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.

Windows Security

These are the new/modified security bits on Release 17.2:

• 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 849 - Ability to Access the Archive Manager – controls access to the new Archive Manager which is used  to manage the downloading of purged archive data, and 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.