What's New on Release 18 What's New on Release 18Welcome to Eagle for Windows Release 18 (server Level 30). This document summarizes the new features.
Use the red links below to take you to a particular section of the document. For example, to go to the section that discusses new POS for Windows features, click "POS for Windows Enhancements." Then, for additional information about a new feature or enhancement described in this document, click the blue underlined text, which takes you to full-featured help about that new feature or enhancement.
Windows Offline POS Enhancements
Windows Inventory Enhancements
Windows Purchasing and Receiving Enhancements
Windows Accounts Receivable Enhancements
Windows Accounts Payable/General Ledger Enhancements
Windows Telecommunications Enhancements
Eagle Mobile is the "Next Generation Mobile Platform" for Eagle. With an easy-to-use graphical user interface, the new mobile platform is designed to become the base for future mobile applications for Eagle. Release 1 improves on the basic functions of our current RF suite by adding better navigation, more inventory detail screens, and more sales and product data views to more fully manage your inventory— from receiving to selling. The main applications in Release 1 include Inventory Management, Location Maintenance, Physical Inventory, and Receiving.
The current supported devices are the Symbol MC9090 and Symbol PDT8146. Eagle Mobile requires software Level 18.1 and an Eagle server running Eagle OS (Linux).
For more information regarding Eagle Mobile, contact Epicor Direct at 800-538-8597.
In-Store Gift Cards allows you to operate and manage gift cards that are maintained entirely within the Eagle system. This application includes activation, redemption, balance queries, and recharging of in-store gift cards. The Gift Cards Viewer allows you to view the in-store gift card activities that have occurred. From this viewer you can also assess services charges on unused gift cards (check the laws in your state before activating this capability). The gift card activities file is mapped to ReQuest and ODBC for reporting purposes. For more information regarding the In-Store Gift Card program, contact Epicor Direct at 800-538-8597.
Centralized Distribution provides a fully automated and auditable solution for receiving multi-store purchase orders into a distribution center (DC). It offers a seamless flow of merchandise from the DC to the remote stores via auto-generated Transfers. For more information regarding Centralized Distribution, contact Epicor Direct at 800-538-8597.
Some of the highlights of Centralized Distribution include the ability to:
Receive merchandise from a multistore consolidated PO into a Distribution Center (DC), updating the DC's quantity on hand, while reducing the individual stores' quantity on order. The system then automatically splits the received merchandise into Transfer Requests for each store.
Reallocate line-item quantities by store when you receive less or more than originally ordered
Create an alert indicating Transfer Requests have been generated
Automatically print the Transfer Requests in the DC
Distinguish Quantity on Order (QOO) on purchase orders from QOO on transfers
Set a default number of days for the Transfer Request Delivery Date
View all transfers, transfer status, transfer delivery date, PO reference, and location
View POs or Transfers through the QOO hyperlink in Inventory Maintenance.
Flexible payment options for bankcards. In POS, the functionality of processing payment with credit cards has been expanded to allow partial payments, as well as multiple tendering of credit cards in a single transaction (excluding Offline POS).
Advanced card recognition. POS now has the ability to automatically recognize most Credit, Debit, Gift, and Private Label cards and handle the processing of each without any intervention from the cashier. This means you no longer have to process Gift Cards as "Alternate Tender." Now, when you swipe a card on either the Ingenico device or the mag-stripe reader, the system determines the card type and automatically processes it. This feature requires ProtoBase.
New Option E “Print Extended format” on The Check Register (RCK) Report. Use this new option to add three new columns to the beginning of the print line: Transaction's Document #, Customer #, and Name. When the transaction (or deposit) was rung up using the default cash customer and a name was entered in POS’s Cash Customer Information dialog, the name will print on the RCK.
QuickRecall has two new columns: Special Instructions 1 and Special Instructions 2. These columns are only populated when the Details box is NOT check marked.
POS Adders is a new POS feature that allows you to apply up to three fees to a POS transaction total. For example, you may have a POS Adder for a fuel surcharge. The system calculates Adders by a percentage or sliding scale of the transaction's subtotal. You can include or exclude Special Records in the calculation. Adders can be set up to calculate based on a manually-entered amount, flat amount, flat amount by dollar range, or percentage by dollar range. To achieve proper G/L departmental passoff, Adders are linked to an SKU in inventory. Each store has its own list of adders. If most transactions in your store require Adders, you can set up POS to display the list of Adders automatically when a transaction is totaled. Adders conveniently print in the subtotals section of the POS document, which helps the customer clearly see and understand the Adder(s) on the invoice.
New “Display Past Due Warning?” field in Customer Maintenance allows you to determine when the past due warning displays in POS for a particular account. You can select to show the warning when an account is 1) one or more days past due, 2) 31 or more days past due, 3) 61 or more days past due, or 4) over 90 days past due. Or, leave this field blank if you want to use the default setting in Options Configuration. To access this new field, click the POS hyperlink on the Main tab of Customer Maintenance. This field applies to any account whose Charge Allowed field is NOT set to P.
New option 9139 "Copy customer name into auth to charge name in Customer QuickAdd." If this option is set to Yes, when a clerk adds a customer in POS Customer Quick Add, and they leave the Authorized Name field blank, the system automatically copies the value the clerk enters in the Customer Name field into the Authorized Name field so that the person becomes the authorized user of the account. For example, if you enter JOHN DOE as the customer name (and the Authorized Name field is left blank), JOHN DOE becomes both the Customer Name and the person authorized to charge on the account. The purpose is to save you time from having to retype the customer's name in the Authorized Name field. Note: If the account name is a company name rather than a first and last name, the clerk should manually enter a name in the Authorized Name field. For example, if the account name is VALENTINE BUILDERS and the owner of that business is John Smith, the clerk should type John Smith in the Authorized Name field.
New option 9137 "Build reverse sort name in Customer QuickAdd." If this option is set to Yes, when a clerk adds a customer in Customer Quick Add in POS, the system automatically copies, in reverse order, the value the clerk enters in the Customer Name field into the Sort Name field. For example, if the clerk enters JOHN DOE as the Customer Name, the sort name would be pasted in as DOE JOHN. This will occur only if the Sort Name field is blank or if the value is equal to the sort name for the default customer for the terminal. The purpose of this option is to save you time from having to retype the customer's last name and first name in the Sort Name field. Note: if you set this option to Yes, watch out for names with suffixes like JR, because the suffix will become the first word of the Sort Name unless you manually enter the Sort Name. For example, if the Customer Name is entered as JOHN DOE JR, the sort name will be built as JR DOE JOHN. In such cases, the clerk should enter the Sort Name manually.
New Option 9129 “Require specific fields when adding an account using Customer QuickAdd." If this option is set to Yes, Customer QuickAdd in POS will require the clerk to at minimum enter the following fields:
Customer Name
Customer Phone Number
email address
Loyalty Account Number
If the clerk leaves any one of these fields blank and presses Add, they will be prompted fill in the specific field(s) that were left blank.
Two new fields, Birth Date and Loyalty #, are now included in the Customer Add dialog if you have your own loyalty program set up (MSY option 1182 “Loyalty Program” is set to G [generic] or L [local] in Options Configuration).
New option 9107 "Allow change of customers/jobs in POS." This option determines whether or not clerks can change a customer and/or jobs in POS by using the Customer Add window. If set to Yes, clerks can use the Customer Add window to change accounts while in POS. The clerk must be able to access the ‘Add customer or job’ dialog in POS and this requires Option 5432 “Allow quick add of customers/jobs in POS” be set to Yes, and security bit 134 “Add customers” set to Yes for the clerk. To be able to display and change an account, they must also have security bit 135 “Change customers” set to Yes. Note: security bit 707 “Allow adding/changing main accounts in POS Customer Quick Add” can be used to control if the clerk can change customers and jobs, or only jobs.
New option 8827 “Print transaction totals on receipts in both currencies?” allows you to choose from the following settings: C = Print the Total, Tendered, and Change amounts in the foreign currency when the foreign currency is tendered, N = Print the totals in the local currency only, or Y = Print the totals in both the local and foreign currencies when the cash tendered is entered in either the foreign or local currency field of the Currency Exchange dialog. When this option is set to Y or C, receipts use the first three characters of Options 8823 and 8824 to label the currency type. Note the following:
This option is only supported for the 40-column receipt printer. Invoices print the transaction’s total, tendered, and change in only the local currency.
The totals in the foreign currency are NOT stored in QuickRecall; therefore, a reprint of the transaction from QuickRecall will not print the amounts in the foreign currency.
The system doesn’t support entering a cash amount in both local and foreign currency within the same transaction.
New option 5123 "Display Suspended Transactions on POS Signon." (only affects clerks who have security bit 620 set to Yes to allow them to create suspended transactions.) If you set this option to Yes, the Suspended transaction dialog displays immediately following a clerk signon if that clerk has any transactions they have suspended using <Suspend> in Totals. The dialog shows only the open suspended transactions created by the clerk. The clerk can choose a suspended transaction to finish, delete (with security), or cancel out of the dialog and proceed as normal. Additionally, the clerk will be warned when they exit POS if any suspended transactions they created still exist. The clerk has the choice of continuing. If they choose to continue and security bit 739 "(M/O) Allow clerk signoff of POS when suspended transactions exist?" is set to Yes, POS will exit as requested. If the clerk has security bit 739 set to No, a manager override will be required before the clerk can exit POS without processing their open suspended transactions. Choosing Cancel returns focus to the screen they were on prior to trying to exit POS. The clerk can then use header menu option 7 to display the suspended transaction dialog to find their open suspended transactions to complete or delete. Once all of their open suspended transactions have been completed, the clerk will be allowed to exit POS.
Four new fields in the POS Header’s Shipping Options dialog, for COM users only: Load Type, Loaded By, Delivered By, and Delivery Time. These fields are information only, and do NOT get recorded to QuickRecall. If desired, these fields can be added to a custom Enhanced Form for a nominal fee. The Shipping Options dialog is accessed from the POS header from the Ship Via hyperlink or the Misc Menu’s Option M. The fields Loaded By, Delivered By, and Delivery Time display in the Delivery Manifest Viewer (MDM) for Delivery Confirmation users.
Delivery Time and Load Type were added specifically for DDS (ECS Delivery Dispatch) users and are passed to the DDS software. If you will be using the Delivery Times field, use option 8976 “Ship Via’s - Add/change Delivery Times" in Options Configuration to set up a table of delivery times that will display in the Delivery Times drop-down. If you will be using the Load Type field, use Option 8975 “Ship Via’s - Add/change Load Types” to set up a table of load types for the order-taker to select from in the Load Type drop-down (ECS Delivery Dispatch users should set this option to the “DDS Load Types” table).
Note the following:
If you are a Delivery Confirmation user (option 8780=R), you must use the supplied “Delivery Confirmation Choice List.” You can edit this list, but you must follow the HH:MM AM or PM convention for the code’s description. The Delivery Time selected in the Ship Via dialog will be passed into the Delivery Manifest.
If you are an ECS Delivery Dispatch System integration user (option 8780=E) set this option to “DDS Delivery Times.” The Delivery Time selected in the Ship Via dialog will be passed to the DDS system.
New option 5276 “Add items posted from the Andersen Windows interface to the Buyer’s List,” for Andersen Windows users only. This option determines if items posted from the Andersen Windows import to a POS special order will place those items on the Buyer's List. A = Add all items posted from the Andersen Windows Import to the Buyer’s List, D = Only add items posted with default Andersen SKU’s to Buyer’s List, I = Add Andersen part number items with insufficient quantity to the Buyer's List; all items that are posted using a default Andersen SKU from Options Configuration will post to the Buyer’s List, and N = don't add items posted from the Andersen interface to the Buyer's List.
All Customer Order Management (COM) users can now use Batch Invoicing. This capability was formerly only available to Pick/Pack/Ship users. You access Batch Invoicing from either the POS Big Header’s Menu, or from the POS Order Viewer’s Menu choice for Batch Invoicing. You can also run the Batch Invoice Report (RBI).
Select which items should print a Gift Receipt. Previously, all items always printed on Gift Receipts. Now, when you select “Print Gift Receipt” from the No Sale menu, you can select items to print. After entering the document number, press the new <Select> button. This displays the list of items on the transaction. Use the mouse, or the up/down arrow keys in combination with the space bar, to check the items to print on the gift receipt, and press Enter when finished.
Existing option 8621 “Rounding rule for prices calculated by POS,” which as of Level 17.2 applied to MSU and CPP price calculations, has been expanded to govern Quantity Break calculations as well as the calculations that are made with the <Disc>, <Promo>, and<Cntrl O> buttons in POS.
Change an item to No Charge. In POS, you can now use Posting Menu option 4 “No Charge” or price code N (if option 8451 is set to yes) to change an already-posted item to No Charge. This saves you from having to void the item and re-post it. Previously, "No Charge" was only supported when adding an item to a transaction. Now, simply press Change (F5) to place the item in the posting area, press Menu, and select option 4 "Sell Item at No Charge." The original line item is voided and a new line item is posted as a no-charge item with a “No Charge” descriptor line. You must have security bit 582 to use this feature.
Change a POS order's delivery date at any point in the transaction, even after items have been posted. This applies when you are creating or maintaining an order. Upon changing the delivery date, when you press F5 (Change) or F11 to return to posting, the “Delivery Date Change Options” dialog displays. You have three choices by which to change the delivery date of items already posted:
Choice 1 – Change only the default for items subsequently added. Items already posted retain the original delivery date, while additional items posted upon return to posting use the new delivery date.
Choice 2 – Change all items with a delivery date of xx/xx/xx to a new delivery date.
Choice 3 – Change all items to the new delivery date. All items, including those already posted, as well as additional items being posted upon return to posting, use the new delivery date.
New option 5011 “Prompt for loyalty ID at 'end' should display when?” This option applies to users of a loyalty program (Ace Rewards, True Value Rewards, Best Rewards, or Generic) when option 140 “POS Link Window” is set to either B (at beginning and end of transaction) or E (end of transaction). When a loyalty ID hasn’t yet been entered on a transaction, this option determines if pressing Total displays the Loyalty ID prompt window based upon the transaction’s customer. The choices are: A = displays for all customers, C = displays for walk-in cash customers only (where the transaction is for the Default Cash Customer #). If you see no reason to prompt for loyalty ID at the end of a transaction for a house account that is not currently participating in your loyalty program, set this option to C, so the system will prompt for the loyalty ID at the end of a transaction only when the customer matches the default customer entered in option 330 “Default Customer Number?” If you want to prompt for a loyalty ID at the end of a transaction for all customers, even currently non-participating house accounts, set this option to A.
New option 5278 “Prepend Andersen part number to unit and accessory descriptions,” for Andersen Windows users only. If this option is set to Y, the Andersen part number is added to the item description for Andersen Window units or accessories that are pasted into POS. If the item being posted is an accessory, it must be posted as a separate line item to have the part number added to the item description. If an accessory is posted as a descriptor line, the part number is NOT added to the description..
New option 5280 “Prepend Andersen Unit Size to accessory descriptions,” for Andersen Windows users only. If this option is set to Y, the Andersen POS Interface will paste the unit size into the item description of accessories. Unit size will only be added to the description if the accessory item is posted as a separate line. If option 5278 “Prepend Andersen part number to unit and accessory descriptions” is set to Yes, the Andersen Part Number will print first, and then the Unit Size.
New option 9043 “Default for PO# when reserving PO for special order item.” This option is used to define the default value for the PO Number field in the ‘Reserve a purchase order’ dialog in POS. This dialog displays when you enter RSRV in the posting area’s PO# field to generate a purchase order for a special order item. Enter B if you want the P.O. Number to default to blank. You can then either type in a specific PO number, or leave it blank to have the system auto-assign them. Enter O if you want the PO Number to default to the POS Order or Special Order transaction number. Note the following:
To set this option to O, you must set option 8857 “Allow up to a 10 character vendor PO#?” to Yes, since POS transaction numbers can be up to six characters (but the PO Number field is limited to five characters when option 8857 is No).
This option is supported for special order items on Orders (COM) and Special Orders. This option does not apply to special order items on a sale transaction.
New option 9041 “Print name of store order created in when invoicing from another store,” for multi-store users. Set this option to Yes if you want the store name for the store in which the transaction was created to print on POS documents. Set this option to No if you want the lockin store’s name to print on all POS documents regardless of which store created the transaction. Note: This option is only supported on Enhanced Forms. On a non-Enhanced Form, the store name will always be the name of the lockin store.
Print multiple estimates (quotes) as one single estimate. To print multiple quotes as one requires Document Management and a custom Enhanced Form. You must recall and print each individual quote so that they are archived in the Document Archive Viewer. Then go into the Document Archive Viewer and look up transactions for the customer/job. Place a checkmark by the quotes to be printed as one. Then use the Misc Menu option “Print checked estimates as one document.”
New RTX options for printing "active" tax codes. The Tax Information Report (RTX) has two new options, A and C, for printing active tax codes.
Option A = Active Codes only. Use this option to print only the tax codes that have had activity for the current month. When used on its own, option A prints any tax code that has a non-zero value in either the period-to-date or year-to-date buckets in Maintain Tax Codes (MTX). If you select options A and P together, the report prints only the tax codes with non-zero values in the period-to-date buckets. If you select options A and Y together, the report prints only the tax codes with non-zero values in the year-to-date buckets.
C = Daily Tax Summary (only active codes). This option can only be used if option 5162 “Keep Daily Tax Information” is set to Yes in Options Configuration. Option C prints each tax code with activity that day, displaying the day's tax information on the left-hand side of the report (titled “Today’s Figures”) and month-to-date tax information on the right-hand side (this information is obtained from the month-to-date figures in the Maintain Tax Codes (MTX) window). The report gets its information from the Daily Tax Code Totals Viewer. RTX option C is designed to be a daily tax information report in an End-of-day queue. It must be run AFTER RDJ option F, because the finalized RDJ writes the daily tax totals to the Daily Tax Totals Viewer. RTX run with Option C matches the tax summary on the RDJ option F.
New option 9059 “Show expanded customer balances in the Customer Detail dialog.” This option only applies if option 360 “Display Customer Balances?” is set to Y or R. Set this option to Yes to have the Customer Detail dialog show expanded balance information, and on transactions for job accounts (job or main), to show a consolidated (all jobs) column. Expanded balance information includes: Future Balance, Current Balance, 1-30 Balance, 31-60 Balance, 61-90 Balance, Over 90 Balance, Running Balance, Statement Balance, Date Last Payment, Last Payment Amount, Credit Limit, and Credit Available. Set this option to No to have the Customer Detail dialog show only Credit Available, Running Balance, Statement Balance, and Date of Last Payment.
The Customer Detail dialog has always displayed automatically at the start of a transaction after selecting the customer (unless that account has no credit message and the POS\Tools\Options\General tab’s “Show customer detail when leaving the header only if there is a Customer Credit Message” is checked). Now additionally, the Customer Detail dialog can be displayed at any point in a transaction by selecting "Show customer balance info" on the POS header’s Misc Menu (from the mini or big header). The dialog can also be displayed from the Big Header by clicking the CR/Avail hyperlink.
View Saved Transactions for a Customer PO. The Open Order Viewer (POS Header Menu option 5) has a new selection on its Misc Menu to display all open Orders, Special Orders, and Estimates for a particular customer PO number. Simply enter the customer PO number when prompted, and then press Enter. Note: This menu choice is not available unless a customer/job is already entered in the POS Open Order Viewer.
Transaction Reversal Enhancement. New security bit 878 "(MO) Ability to do a transaction reversal more than once." If a transaction has already been reversed, the system displays the message “This transaction has already been reversed at least once. Continue? Yes/No.” When answered Yes, POS will continue with the reversal. If this bit is set to No, a manager override is required to continue.
Indicate "Loading Required" during POS. The Loading Required field in Inventory Maintenance has a new value of P for Prompt, so that the POS clerk is prompted with the message “Is loading required for this item?” to which they can answer Yes or No. This new setting could be used on items such as 20-lb bags of dog food. When the dog food is sold, the clerk receives the prompt, and depending upon how many bags are being purchased, the clerk answers Yes or No to the prompt. For Customer Order Management (COM) users only, the clerk can also override the Loading Required field while posting an item by pressing the Menu button, selecting “Enter additional information,” then changing the Loading Required field in the dialog that displays.
Copy a saved transaction to another store. Copy/Reprice (F3) on the POS Big Header screen now allows you to select the store to which to copy the saved transaction. Once a copy has been made in the other store, and as long as the original transaction doesn’t have a deposit, the clerk is prompted “Would you like to delete the original transaction? Yes/No.” If the original transaction has a deposit, the clerk is informed of this with the message “The original transaction has a deposit and therefore can not be deleted at this time. <OK>.”
New option 5006 “Repricing a transaction checks for price < cost." Transactions are automatically repriced whenever you change the customer on a transaction that is in the midst of being created and the new customer has a different pricing structure (e.g., CPP, standard selling price, loyalty pricing, etc). When a transaction is repriced, it is possible the new selling price is less than its cost. Therefore, you can set this option to Yes if you want the system to check if the new price is less than cost and if so, allow or disallow that item to be repriced depending upon how security bit 536 “(MO) Allow override of price less than cost message“ is set for the clerk. If this bit is set to No, a manager's override is required to bypass the "price less than cost" message, except if the new price is a promotion price and Option 5493 “When to give price less than cost warning” is set to P ("Always except when promotion price is less than cost"). Set this option to No if you want the system to reprice, even if it results in a price less than cost.
Note: This option does not apply to the Copy/Reprice function (F3 on the Big Header screen). It also does not apply if option 5493 “When to give price less than cost warning” is set to M ("only when manually entered").
Email when creating an order from a bid. Previously, the "Email POS documents" capability didn't allow you to email an order created during the "Create Order from Bid” (COB) process. This is now supported on release 18. The transaction can be emailed on demand using the Totals menu, or emailed automatically if the customer’s "Email Order/Sp.Ord/Estimates" field in Customer Maintenance is set to Yes.
Ability to print a subtotals page as the last page of the customer's invoice. Subtotals can print either by department, class, or fineline as specified in the new field “Subtotals on Invoices” in Customer Maintenance. This field is displayed by clicking the POS hyperlink on the main tab of Customer Maintenance. This new feature requires that you are using an Enhanced Form, and is supported for sales, credit memos, invoiced orders, invoiced special orders, and invoiced estimates (not supported on transfers). The subtotals page appears on printed, emailed, or faxed invoices, and is included with the invoice in the Document Archive. Subtotals for a Bill of Materials (BOM) are based upon the BOM header’s category (department, class, or fineline), not based upon each component’s category. The subtotals page does NOT appear when printing tiled invoices on statements, nor when reprinting or faxing from QuickRecall. If the invoice is for a partially invoiced order, the subtotals only include the items printed on that invoice. The backorder ticket for the order won't include a subtotals page; however, when the backorder is recalled and invoiced, it will include the appropriate subtotals for the remaining items being invoiced.
COM Enhancement for the default Vendor and PO Number on Special Orders– Special Ordering an item on an Order using F4 or selecting G “Generate PO” on the Source Menu now has an improved means of defaulting the Vendor and PO number. On the Order’s Big Header screen, the Source Vendor now defaults to the value entered in Tools/Options/Special Order/Default Special Order Vendor for this POS station.
Display the Electronic Catalog in POS. POS posting now allows the clerk to bring up the electronic catalog using Ctrl+K. If the clerk has already entered an SKU in the posting area, and the item exists in the catalog, it will automatically display in the catalog. This feature will be particularly helpful if your system is set to always keep POS maximized, because in that configuration the only way for the clerks to bring up the catalog is through the Windows Start menu.
New Option 9121 “Display Total Quantity Available in Alternate Item Dialog at POS?” If you use Alternate Items (option 8350 "Display Alternate Items at Point of Sale" is Yes), set this option to Yes if you want to display the total quantity available across all locations for an alternate item in the Alternate Item dialog in Point-of-Sale. This option considers option 8377 "POS Inventory Store Group" to determine which stores to include in the total. If this option is blank, all stores on the system will be included. Setting this option to Yes on a system with many stores may affect the time it takes to display the list of alternates. Therefore, if you are finding it is taking too long to display alternates, set this option back to No.
New Option 8728 “Finalize on remote signature capture?” for Delivery Confirmation users (option 8780=R) who have COM (Option 76=Yes). This option determines if orders associated with Delivery Confirmation are flagged to be automatically finalized.
As the orders are uploaded from the PDA into the Delivery Manifest they are placed in a batch file for invoicing. To complete the finalizing (invoicing), report RBI must run with Batch Invoice set to B (“Batch Invoice with standard Batch Name”), and the Batch Number left blank. We suggest you add the RBI to a daily queue – be sure to set “Use run date” to Yes. If you want the invoices to print, you should also add QRPRINT with Option B “Batched Invoices Only” and "Use run date" set to Yes to the same queue as RBI.
S = Signature and Delivery will auto-finalize. Any order which has been delivered with a captured signature will be automatically flagged to be finalized (invoiced).
D = Deliveries auto-finalize with or without a signature. Any order which has been delivered– regardless of a signature being captured– will be automatically flagged to be finalized (invoiced).
N = No orders will be automatically flagged to be finalized.
The batch number of the batch file created by the Delivery Manifest is in the format of MMDDYYYY{PDAName}, where "MMDDYYYY" is the date and PDAName is the first 6 characters of the name you assigned to the PDA.
Bill of Materials (BOM) enhancements
BOMs' components now print on reprints from QuickRecall and on tiled invoices in A/R statements (RSM). Previously, the components were not included on reprints. The “Print” field (the same field that controls if the component printed on the original invoice) must be set to either B (Both Invoice and Shop Order) or I (Invoice) for components to print.
New Option 5389 “Set BOM Component Print flag to Not Printed when posting a component with a zero quantity.” When setting up a Bill of Materials (BOM), components can be set to have a default quantity of zero so that the POS clerk is only required to change quantities on those components being sold in the specific BOM configuration. If you set this option to Yes, posting a BOM containing components with a zero quantity causes the print flag on these components to be set to “Not Printed.” The purpose of this option is to prevent components with zero quantity from printing on an invoice, order, or shop order. Components with zero quantity in lower level component lists also follow this behavior. This posting behavior only applies to the initial posting of the BOM to the transaction; if a BOM has previously been posted to a transaction and the clerk subsequently chooses to edit it, changing a component quantity to zero will not automatically set the print flag to “Not Printed.”
New columns for Writeoff Dept, Writeoff Type, and Writeoff Account. These columns are only relevant if you use ROA Multiple Allowances (option 860 “ROA Multiple Allowances Allowed” set to Yes). For payments that include an allowance, the Writeoff Dept will be the department selected in the “Select writeoff account” dialog in Windows ROA. The Writeoff Type will be the name entered in Department Maintenance for that department. The Writeoff Account will be the G/L account number that corresponds to that department.
The Store selection criteria field now supports the ability to select ‘All’ to see the transactions for all stores, or to select a Store Group to see the transactions for the stores in that group. The transactions will display in store order: store 1 transactions, followed by store 2 transactions, followed by store 3 transactions, etc.
The new Offline POS Master/Client setup allows POS stations to get their offline refresh data from another POS station rather than from the Eagle server in order to streamline the update process. This setup requires Windows 2000, XP, 2003, or higher. The "master" is a POS station which gets its offline refresh from the Eagle server, whereas a "client" is merely a POS station which gets its offline refresh from a "master" rather than from the Eagle Server. The master and client are configured by store, so that client PCs receive their offline database refresh from a master that is in the same store.
The benefits of the Offline POS Master/Client configuration are:
It is faster. The refresh takes approximately 1/10th of the time as compared to an offline refresh coming from the server.
It is more reliable. Since the client PCs are receiving the offline data via the local network, there is no exposure to an unreliable connection to the server.
It reduces scheduling bottlenecks. Because only the master(s) obtains refreshes from the server, this eliminates the scheduling problem of trying to get all PCs refreshed from the server before the store opens.
Windows version of COPYRECS (Copy Records to New Store) is now available. Access to this feature is controlled by security bit 853. The Eagle for Windows version of COPYRECS was designed to allow for greater flexibility in the fields that it copies, and in the ranges of items you can select to be copied. By default, COPYRECS has almost all the optional fields selected, but you can de-select specific fields or record types for copying.
New COPYFIELDS utility. Access to this feature is controlled by bit security bit 853. COPYFIELDS allows specific fields to be copied from one store to another. For example, say you have a multi-store chain with all stores in the same region, and you have done quite a bit of work with PO Season Codes in a particular store. Instead of having to make the same changes to your other stores, you can use COPYFIELDS to make these changes in the other stores. Another example would be if you're adding a new store, and want to copy store 1's SKUs to the new store, but you think that store 3’s order points would be a better fit for the new store. You can use COPYRECS to copy store 1 SKUs to the new store, and then use COPYFIELDS to copy the sales history and order points from store 3 to the new store.
New report RRB “Vendor Rebate Report” is located on the Point-of-Sale Reports Menu. This report is for Vendor Rebates users only, and is controlled by security bit 855. The report prints by vendor, and for each vendor it prints all activity by Customer/Job, and within the Customer/Job by class. There is an option F to “Finalize Claims" which flags all rebates within the selected from/to range as "finalized" on that run date. Only ‘finalized’ rebate claims are purged per option “7296 "Days to keep Vendor Rebate (SIF/RB) records” when the Archive Maintenance purge runs.
Temporary serial number assignment. The purpose of this feature is for Receiving to auto-assign and add temporary serial numbers when the true serial number is not yet known. This allows you to print a price label for each of the temporary serial numbers. These labels are placed on each item to help with the tracking of that item. Once the identity of the true serial number becomes known, the temporary number is deleted and the true serial number is added. If the item has a user manual, you can enter the user manual’s location in the Reference field of the new serial number. You then print a new label containing the true serial number and optionally the user manual’s location, and you place that label on the item. The serial number is printed in Code128 so it can be scanned in POS when selling that item.
The Add Serial Number dialog box in Inventory Maintenance has a new field called Reference, which can be used for any purpose such as entering location, a comment, or even the remainder of a serial number that is longer than the current 13-character limit. If using this field for the latter purpose, enter the first 13 characters of the serial number in the Serial Number field, then enter the remainder in the Reference field, prefixing it with a plus sign (+). This plus sign causes POS to concatenate the two parts together after the partial serial number is selected, and the entire number prints as the serial number descriptor (comment) line.
Serial Number Maintenance has been changed to initially display the Serial Number list showing only the available serial numbers (instead of showing both sold and available). The new "All" button allows you to toggle the list to show All serial numbers--both the sold and available.
The list of serial numbers has been changed to display in numerical order, rather than in order of how they were added to the system. This is true for displaying the list of serial numbers in both Inventory Maintenance as well as POS for Windows.
You can print a label for the serial number from Serial Number Maintenance in Inventory Maintenance (not from POS). First create a template label using the Label Designer, adding the Serial Number field and optionally the Serial # Reference field, and assign this template to the new option 5818 “Default price label format used for printing from Serial # Maintenance.” Then, in Serial Number Maintenance, select the serial number for which you want to print a label (you can add the same SKU multiple times, as long as the serial number is different), and click <Label> to open the Print Label dialog window. From there, you select the new Label Type "Serial Label per Option 5818." You can choose Print Immediately or Save to Batch. The former prints a label for the serial number selected in the Serial Number Maintenance window. The latter adds the SKU with the serial number selected in the Serial Number Maintenance window Label Manager where they can be printed later.
New option 8990 “Filter serial #'s by store.” Multistore users can set this option to Yes to have POS only display the serial numbers available in that store. You define what store each serial number belongs to by entering the store in the Reference field of the serial number. You should always enter the serial numbers's store in the same position of the Reference field on all serial numbers. You must define that position in new option 9093 “Position in the serial #’s Reference field that defines the Store.”
New option 9093 "Position in the serial #'s Reference field that defines the Store." This option allows you to define the store in which a particular serial number exists. This option works in conjunction with option 8990 "Filter serial #s by store" which tells POS to only show the serial numbers that exist in each store. Set this option to the position of the Reference field in which you will place the store number on all serial numbers.
The Alternate Part Number Report (RAP) serial numbers list (report type W) now includes the serial number’s Reference field. This report also has a new option E "only Serial Numbers for this Store” which prints serial numbers that exist in the store for which the RAP is being run. The system determines the store by first using the setting of option 9093 “Position in the serial #’s Reference field that defines the Store” The system then checks that position of the serial number's Reference field to identify the store in which a serial number exists. For example, if option 9093 is set to 10, and the RAP with Option E is being run for store 2, then only serial numbers that have a 2 in the 10th character of the Reference field will print on the report. Note: for temporary serial numbers, option 9093 is not used to determine the store number, because it's already indicated in the 4th position.
New Option 3076 "Update 'Last Physical Inv' date when making QOH changes in Win-IMU." If this option is set to Yes, when the Quantity-on-Hand is manually changed on either the Stocking tab or the Load tab of Inventory Maintenance, the Last Physical Inv date will also be updated.
RICU date enhancements. You can now run Windows RICU to make a change to items added on a specific date or date range by using the new From/To for Date Added. In addition, if you want RICU run in a daily queue to make a particular change to all items added each day, add RICU to the queue with the from/to Date Added fields blank, and set the drop-down “use run date (queued reports),” located right next to the Date Added fields, to Y.
RICU activity is now logged in SHOWLOG. When the Item Code Update Report (RICU) is run in either Eagle for Windows or Legacy, the system now logs the pre-page to the Miscellaneous Log (in SHOWLOG) so that the fields being changed and the selection criteria being used are logged. If RICU is run ad hoc (not in an End-of-Day queue), the changes are also recorded to the Inventory Change Log.
PIP changes now process quicker. Previously, making changes to a list of items in the Windows PIP grid caused a complete grid refresh when you pressed Change. If this occurred when the grid contained a large number of items, the refresh process could take a long time. Now, only changed lines get refreshed upon change, making the refresh much quicker.
Custom SKU Lists can now be longer. You can now create and use Custom SKU Lists with more than the standard limit of 1500 items. To do this, save the Custom SKU List as a file stored on a PC in the network by selecting "Save SKU List to File”. Any PC on the network can access and use a Custom SKU List saved in this manner. Note: the "Save SKU List" option is still available, but this method saves the Custom SKU List to the server, and therefore has the1500 item limit.
New report criteria for Store Closeout and Discontinued. Reports RIV, RIS, ROP, SHRINK, RPD, RPA, RPC, and RPI have two new choices, "Store Closeout" and "Discontinued," on the Code Selection page of the report initiation screen. This allows you to include or exclude items based on these two new criteria.
Inventory Viewer enhancements
New columns (which are only populated if option 8287 “Display the Inventory Viewer in expanded format?” is set to Yes): Alt Vendor 1, Alt Part 1, Alt Vendor 2, Alt Part 2, Alt Vendor 3, and Alt Part 3
Sorting on Class, Fineline, Primary Vendor, or Mfg Vendor now works correctly.
Improved hyperlinks for Committed Quantity, Quantity On Order, and Future Order. On the Stocking tab of Inventory Maintenance, the Committed Qty, Qty On Order, and Future Order hyperlinks have an improved user interface. In addition, the link for Committed Qty now more readily shows instances of where the item is committed due to it being a component of a Bill of Materials (BOM).
Inventory Import Tool enhancements
You can now have Inventory Import add new items with the SKU auto-assigned by the system using Option 104 “Next SKU Number” & 105 “SKU Number Increment.” To use this feature, define the mapping of the import file to NOT include the SKU field. Then when importing a file using that mapping, if you have check-marked "File contains adds," upon your confirmation the system will proceed to add all items that aren’t already on file using auto-assigned SKUs.
The following additional fields can be mapped and updated using the Inventory Import Tool: Multiple Selling Unit Code, Number of Bin Labels, Consumer Brand Name, Consumer Description, Consumer Quantity Factor. Updates to these fields are written to FIL and then finalized using RFL.
Additional fields available in Windows FIL/RFL. To support the five new fields available for update in the Inventory Import Tool, both Flexible Inventory Load (FIL) and the Flexible Inventory Load Report (RFL) have been updated to support these fields: Multiple Selling Unit Code, Number of Bin Labels, Consumer Brand Name, Consumer Description, and Consumer Quantity Factor.
Calculate MPM/Price Matrix based on gross profit. Price Matrix Maintenance (MPM) has a new calculation indicator G for “Calculate based on GP%.” The applications that will update the G type matrix prices include 1) the Pricing and Load tabs of Inventory Maintenance if Option 8278 “Recalculate matrix prices that are based on cost?” is set to something other than No and the corresponding cost is changed in Inventory, 2) the Codes tab of Inventory Maintenance if a Product Code with type "G" is assigned to the item and Option 8278 is set to something other than No, 3) the Price Change Report (RPC) when you choose to update “+” type matrix prices.
For example, if option 8278 is set to Replacement Cost, and the item’s replacement cost is changed to 2.59 and the MPM gross profit percent is 35, the calculation is 2.59/1-.35 = 3.9846 which is then rounded based upon the MPM Price Rounding flag.
Cuts & Mods now supports Lumber Type 2. You can now use Lumber Type 2 (hardwoods) items in Cuts and Mods, in addition to Lumber type 1 (dimensional). Previously, you could only use Lumber Type 1.
New Promo Sales Code for loyalty promotions. When the Promotion Update Report (RUP) or the Modify Promotional Data Report (RPD) activates a loyalty promotion, the Promo Sales Code field on the Codes screen of Inventory Maintenance is now set to L. This means the reports that support an include/exclude code of Promo Sales Code can now exclude items on a loyalty promotion, or include only items on a loyalty promotion. Note: if the item is active on both a loyalty and regular promotion, the Promo Sales Code will be P (regular promotion). The reports that now have the Promo Sales Code available for inclusion/exclusion are COPYFIELDS, COPYRECS, RBL, RICU, RIS, RIV, RLA, ROP, RPA, PRB, RSO, SHRINK, and UCID.
New fields in Inventory Maintenance. On the Stocking tab of Inventory Maintenance, the Additional Stocking Fields hyperlink has three new fields:
Consumer Brand Name - this field contains the name of the actual manufacture vendor. For example, you may sell a co-op branded window cleaner, but it may actually come from Clorox, so Clorox would be the Consumer Brand Name.
Consumer Description - this field contains a text description of the units represented in the Consumer Quantity Factor. For example, a package of batteries could be "each," while a spray bottle of cleanser could be "fluid oz," etc.
Consumer Quantity Factor - this is the number of consumer units per sellable unit. For example, if a package of batteries contains 8 each, this field would be populated with 8. The value in this field will be used to calculate the price per consumer unit by taking the retail/Consumer Quantity Factor. Continuing the battery example, if the retail were $6.99, the price per consumer unit would be 0.874 (6.99/8)
View Recent Promo Prices for Ace Items (Ace catalog users only). On the Pricing tab of Inventory Maintenance, if the item displayed is an Ace item, you can click the "Retail" hyperlink to display a dialog listing the item's various selling prices. With this enhancement, this dialog also shows recent promotion prices. You can even click the new Recent Promotion Prices hyperlink within this dialog to bring up the Promotional History Viewer.
New code R in UCID for retail changes only. In Create Unity Inventory Database (UCID), using the new code R means that only items that have a retail price change are added to the price change file downloaded to the LDT/PDT. This new code is useful because it prevents labels from printing for items that only had a cost change.
Overstock Quantity is now available in more places. The Overstock Qty field is now available in three additional applications:
In the Inventory Viewer as a new column, indicating the amount of overstock for that item in that store. New option 8287 “Display the Inventory Viewer in expanded format?” must be set to Yes for this column to be populated.
In POS as a new column in the ‘All Stores’ view (shown when you enter the SKU in the posting area and press Display).This column indicates the overstock quantity of that item in each store. New option 9125 “Display Overstock column in 'All Stores' POS Item Display window” must be set to Yes for this new column to display.
In the HTML Viewer’s “Stores” panel has a new column called Overstock, indicating the overstock quantity of that item in each store. This is the viewer that displays from Inventory Maintenance and the Purchasing and Receiving window when you click on the SKU hyperlink or the Item (SKU) hyperlink in the posting area, respectively. This viewer also displays for COM users when clicking on the Quantities hyperlink in Inventory Maintenance or the POS Source Menu.
The overstock calculation depends on how option 8115 "Re-order when QOH is less than Order Point" is set. If set to Yes, the overstock calculation is QOH - Committed Quantity - Order Point. If set to No, the overstock calculation is QOH - Committed Quantity - Order Point + 1. If you are using Maximum Stock Levels, then Max Stock Level replaces Order Point in this calculation. Also note that if Order Point and Max Stock Level are both blank, then the Overstock is the Quantity Available (QOH – Committed).
BDI (Build Description Indexes) has been enhanced so that you can now use the Description lookup to locate an item by the beginning of any part number identifier, including UPC, Manufacture Part, SKU, or Vendor Alternate Part Number. To use this feature, drill down to your queued BDI in Windows End-of-Day Queue Maintenance and select any or all of the indexes you want BDI to create: UPCs, SKUs, Manufacture Part Numbers, or Vendor Alternate Part Numbers.
Import Promotions from CSV Files. This feature is not in general release. Epicor Licensing must activate option 1082 “Import Promotion into MIP from CSV File on System.” This feature allows external files of the proper format to be imported to the Eagle for Windows Modify Item Promotion window (MIP). This import supports CSV files which must have the following columns. Only one of columns 3, 4, and 5 should be filled in. Columns 6-13 can be left blank and they will be filled in by the import process.
SKU
Description - may be left blank
Promotion Price - leave blank for % off retail or $ amount off
Percent Off Retail (0-99, 10=10% off) - leave blank for promo price or $ amount off retail
Amount Off Retail - leave blank for promo price or % off
User Code 1 - may be left blank
User Code 2 - may be left blank
User Code 3 - may be left blank
User Code 4 - may be left blank
Eagle Store - may be left blank
Promotion Type - may be left blank
Start Date - may be left blank
End Date - may be left blank
UPC Enhancements
UPC enhancement for package quantity. The Package Qty is a new field in UPC Maintenance in Inventory Maintenance. This is the quantity that is contained in the package/box that has its own package UPC printed on the outside of the box. When the barcode on the outside of a package is scanned and that barcode is found in as a UPC with a package quantity greater than 1, then each time that UPC is scanned the quantity will increment by that multiple rather than just incrementing by 1. To increment by the package quantity when scanning you must enable option 9133 “Increment posting quantity by UPC package quantity? “ This enhancement is available in the following applications:
POS posting
RF Receiving
Eagle Mobile Receiving and Physical Inventory
Applications where a UPC can be added that will allow you to enter a package quantity include:
Inventory Maintenance
Eagle Mobile UPC capture
Note: Neither EFM nor FastStart tapes contain the package quantity from any of Epicor's affiliates. Entering the package quantity is manual at this time.
(Multistore 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 was previously in testing on release 17.2, and is now available for anyone to use.
CFI is a new utility for changing finelines. CFI is only available in Network Access. With CFI you can change a fineline code from one to another, or combine two existing finelines into one.
You can now include the fields "Serial Number" and "Serial Number Reference" on labels. In addition, if the label is being printed by using the <Label> button in Inventory Maintenance's "Serial Number Maintenance," then the highlighted serial number and its reference print. Otherwise, the most recently added and available serial number is what prints.
The following new fields have been added to the Inventory Label Designer so that these fields can print on bin labels: Consumer Brand Name, Consumer Description, and Consumer Quantity Factor. The QOH column allows you to filter so that you can print a label only when the quantity on hand is greater than 0.
The grid in Label Manager has the following new columns: MSU Code, QOH, Consumer Brand, Consumer Description, and Consumer Quantity. The MSU Code column allows you to filter so that you can print different labels for items that have MSU codes vs. items that do not.
Two additional fonts, IDAutomationHbC128S and ID AutomationHbC128M.are now available for printing a 128 barcode of a SKU. These barcodes allow for greater flexibility in the size of the barcode and may give better scanner readability results as compared to the existing 128 fonts.
Centralized Distribution. See the description under Key New Features for more information.
New Option 9109 “WinPUR- Sku/Part lookup method for Inventory Viewer.” This option controls the behavior of the SKU lookup for the Inventory Viewer when you click F9 in the Purchasing and Receiving window's posting area and there is a value in the Item (SKU) field. When set to S “Single sku only” the viewer displays only that SKU in the selected stores. This option helps you create a multi-store PO. For each item to be ordered, you enter the SKU in the posting area and press F9. Using the information in the Inventory Viewer, you determine how much to order for each store, and then enter the order quantity in the Posting Quantity column in the viewer. When you press <Select>, the item is posted for the amount entered in the Posting Quantity column for each store.
O = An item search displays the entered SKU and subsequent SKUs from that point forward, and only for the store in the posting area at the time you press F9.
S (Single SKU only) = The viewer displays only that SKU in the stores based on the Store value in the view designated in option 2804 “WinPUR posting - Default view for Inventory Viewer." If the designated store is a Store Group, then when you enter an SKU in the posting area of Purchasing and Receiving and press F9, it will display that SKU only in the store in that group.
Lost Sales Enhancement for ITR users. On systems with ITR, two new columns, Lost Sales Units and Lost Sales Trans, can be displayed in the Inventory Viewer when it is invoked from the Purchasing and Receiving posting area with a SKU entered. These two new columns will only be populated if Option 9109 “WinPUR – SKU/Part lookup method for Inventory Viewer” is set to S “Single SKU only” AND Option 8287 “Display the Inventory Viewer in expanded format?” is set to Yes. To use this feature, enter the number of days the system will go back when determining an items lost sales in Option 3099 “Number of days to include in Lost Sales” (a value from 0 to 90).
Display detailed PO information in the Purchasing window. With SKU entered in the Item (SKU) field, if you click the Order Qty (Stk) hyperlink in the posting area when maintaining a PO, or click the QOO hyperlink in the posting area on a status "R" purchase order, the system will display the Quantity on Order dialog for that SKU. This dialog gives you detailed information about other purchase orders or transfers that item exists on (for the selected store), plus links to various purchasing-related viewers.
“Annual Dollars” and “Annual Units” fields added to Vendor Maintenance. These are information only, non-updated fields that you manually enter, if desired. These fields have been added to RQ and ODBC for reporting purposes.
New Update Prices option on Receiving Report (RRP). New Update Prices option Q “Update Retails in PO Based on Landed Cost (Preserve Highest Retail)”. Option Q has the same functionality as P with respect to calculating retails based on landed cost; however, option Q compares the calculated retail to the current SKU inventory retail price and write the higher value to the purchase order. Option P always writes the calculated price to the purchase order and does not check the current inventory retail. This allows you to run price labels off of the purchase order and print labels with accurate pricing. Example: SKU 1701 has a current inventory retail price of $15.99. RRP is run with option Q and the calculated retail based on landed cost is $14.50. RRP will write $15.99 to the purchase order and not $14.50. If option P was used, RRP would write $14.50 to the purchase order and update this value into the inventory retail price.
PO Format Report (RPO) enhancement. What printed/faxed purchase orders when using Print Option O “Special Order Number” was inconsistent with what printed on the RRP report for a special order item. RPO option O only printed the special order number, while RRP prints the special order number, customer number, name, and phone. On Release 18, RPO now includes customer number, name, and phone number, just like RRP. Note: This change affects both non-laser and Laser PO formats.
New option 2801 ”Apply broken carton charge to PO's created by RSO.” This option applies only to True Value members who have the True Value Catalog for Windows. Set this Option to Yes if you want the system to apply the broken carton charge to the cost of an item on a True Value PO that is generated by the Suggested Order Report (RSO). The system will do so if the item being added to the PO is a broken carton item (per the True Value catalog) and the RSO is ordering less than the full pack quantity. You must enter True Value’s current broken carton charge percentage (currently 3%) in Option 2800 “Broken carton charge percent." Note: manually creating a True Value PO in Purchasing and Receiving (MPO), or maintaining a PO that was generated by RSO, will also respect the broken charge percent entered in option 2800.
New option 59 “Rounding Rule to use for ordering multiple.” The three settings available for this option are:
1 – Round up. The system always rounds the order quantity up to the next multiple of the ordering multiple.
2 - Round up or down (including to 0). The system rounds to the next closest multiple of the ordering multiple - whether up or down, and including down to 0. This means if the order quantity is less than half of the multiple, the system will round down to 0 and therefore not order the item.
3 - Round up or down (but never to 0). The system always rounds to the next closest multiple of the ordering multiple - whether up or down, but will not round down to 0. This means if the order quantity is less than half of the multiple, the system will round up to the ordering multiple when ordering the item .
When this option is set to 2 or 3, the system divides the order quantity (quantity calculated by RSO, or manually entered in Purchasing and Receiving) by the ordering multiple. If the result has a decimal portion less than .5. the order quantity is rounded down to the next ordering multiple. If the decimal portion is .5 to .9, the order quantity is rounded up to the next ordering multiple. Note: Ordering multiple means Order Multiple if ordering by the Prime Vendor or 'by Line', Standard Pack if ordering by the Manufacturer, or Vendor Order Multiple if ordering by an Alternate Vendor.
New item-level PO Backorder field. The new PO Backorder field in Inventory Maintenance allows you to control, at the item level, whether or not an item is backordered and remains on the PO when it is not received. If an item has this field set to Y, this field overrides the vendor-level backorder field when the item is added to a PO by either MPO or RSO. The new option 3047 “Use item level PO Backorder flag in Purchasing & Receiving” must be set to Yes to use this new capability.
The system now identifies loyalty promotion items. The Promo Sales Code is now updated with an L by the RUP or RPD reports if the item is on a loyalty promotion. As a result, all reports that print the "MSOP1234" column now print an L in the "P" (promotion) position if the item is on a loyalty promotion. Note: If the item is on both a loyalty and regular promo, then the promo sales code will display a P.
Three new columns in Purchasing. The posting grid in Purchasing and Receiving has these new columns: Backorder, Cat Item Status+, Cat To Be Disc Date+, and Fineline+. The columns with the plus sign are only populated if option 8285 “Display the PO create/maintain posting grid in expanded format?” is set to Yes.
New RPO From/To enhancement. You can now run the Purchase Order Format Report (RPO) from/to Buyer’s Initials.
Improvements for better managing job accounts. To make the maintenance of job accounts easier, the three options described below have been added to Options Configuration. For each option, there is a corresponding new override field in Customer Maintenance: “Job’s POS Message,” “Job’s Auth to Charge Names,” and “Job’s Email Address.” Changing any of these three new fields on a job changes it only for that job. If changing one of these fields on a main account, you are asked if you want to make that change to ALL jobs or only to the main account. Adding a new job sets all three fields to how they are set on the main account.
8978 "POS Customer Message used by Job Accounts." This option determines what customer message is displayed in POS when creating a transaction for a job account. This option only applies to jobs; a transaction for the main account always displays the message for the main account. The settings for this option are: J = Job’s message display in POS (default), M = Main account’s message display in POS, E = Exception: use the job’s message, but if none exists, then use the main account’s message, B = Both: use both the job’s message AND the main account’s message.
Use the "Job’s POS Message” field in Customer Maintenance to override this option on particular job accounts. This field is located on the main tab’s "POS" hyperlink. If this field in Customer Maintenance is blank, this option determines what message displays.
8979 "Authorized to Charge Names used by Job Account." This option determines what names are displayed in the Authorized to Charge list on POS transactions for a job account. This option only applies to jobs; a transaction for the main account always displays the names for the main account. The settings for this option are: J = Job’s names display (default), M = Main account’s names display, E = Exception: use the job’s names, but if none exists, then use the main account’s names, B = Both: use both the job’s names AND the main account’s names.
Use the "Job’s Auth to Charge Names” field in Customer Maintenance to override this option on particular job accounts. This field is located on the main tab’s "POS" hyperlink. If this field in Customer Maintenance is blank, this option determines what names display.
8980 "Email Address used by Job Accounts." This option determines what email address(es) are used when emailing to a job account. This option only applies to jobs. A transaction for the main account will always display the email address(es) for the main account. The settings for this option are: J = Job’s email address(es) display in POS (default), M = Main account’s email address(es) display in POS, E = Exception: use the job’s email address(es), but if none exist, then use the main account’s email address(es), B = Both: use both the job’s email address(es) AND the main account’s email address(es).
Use the "Job’s Email Address” field in Customer Maintenance to override this option on particular job accounts. This field is located on the Misc tab in the Email Information box. If this field in Customer Maintenance is blank, this option determines what email address(es) display.
Note: The three new options described above are NOT taken into account when displaying jobs in Customer Maintenance. In other words, the customer message, names, and email addresses do not display based upon how these options are set. For example, if Option 8979 is set to M to use the main account’s names, a job displayed on the Names tab of Customer Maintenance does not display the main account’s names. However, it will display the following message: “Note: Uses main account’s names.”
A/R Flexible Report (RFR) now available in Windows. The report can be launched from the A/R Reports Menu in the Eagle Browser. Security bit 154 is required. Option 4187 “RFR default report view” can be used to define a default view for the RFR.
RFR includes the following enhancements:
New option S allows you to print subtotals by transaction type. Note: if you want a total of each transaction type for the day, month, or last month, you can simply run RFR with new option S and Totals Only (on the Print Page).
New drop-down selections in the RFR From/To section next to Document Date, Due Date, and Flex Field. This enhances the ability to queue RFR reports.
Four new choices in a drop-down next to the From/To Document Date field:
N – Use date entered
Y - Use the date the report is run (for queued reports)
C – Use current month from MDT (for queued reports)
L – Use last month from MDT (for queued reports)
Next to the From/To on Due Date field you can now select either:
N – Use date entered here
Y - Use run date (for queued reports)
Next to the From/To on Flex fields (only applies when set to 35 Date Last Sale or 36 Date Last Payment), you can now select either:
N – Use date entered here
Y - Use run date (for queued reports)
New option 3578 “Print Payment Summary on A/R Statements (RSM).“ Set this option to Y or S if you would like a summary of all payments that were taken during the month to print on statements. This payment summary reflects payments made between the RSM 'Start Date' and 'Closing Date' (inclusive). Only payments taken during this time frame will be summarized in the 'Payment Summary' section. The various settings for this option are as follows: N = The statement lists the individual payments. If you take a payment which is applied to multiple invoices, the payment is split into multiple payments and listed on the statement as individual payments. The total amount of the check prior to being split across multiple invoices does not appear on the statement. Y = The statement still lists the individual payments, including individual payment when a payment is split across multiple invoices, but the system also prints the original payment amounts (check number, check date, and check amount) in a new 'Payment Summary' section at the end of the statement. A 'Total Payments' line also prints, which is simply the sum of all payments taken during this statement period. S = Fully paid open items do not print in the body of the statement. Only unpaid invoices, partially paid invoices and their related payments, and unapplied payments print in the body. A ‘Payment Summary’ prints at the end of the statement. (Note: This option is supported on dot-matrix or laser statements.)
New option 3579 “A/R Statement (RSM) remit-to store.” When statements print, the remit-to address that is printed on the statement is normally for the 'Store Account Opened' for each customer record. If a valid store is entered in this option, then this store's address will override the normal remit-to address. If this option is blank, statements will continue to print the address for the 'Store Account Opened.'
New option 8987 “Print tax summary on A/R Statements (RSM)?” This option is supported on dot-matrix as well as laser statements. Set this option to “A” to print a total for each tax code for this statement period. The system adds up the tax calculated for each transaction within the RSM “Start” and “Closing” dates, and prints on the statement the total for each tax code preceded by the tax code’s description. Set this option to “G” to print a total of the GST tax for this statement period. The system adds up the tax calculated for each type G (GST) tax code for each transaction within the RSM “Start” and “Closing” dates. The total prints on the statement next to “TOTAL GST ON NEW TRANSACTIONS”.Note: G is only supported on systems that have option 1125 “Enhanced MTX Support” set to A, B, or C.
New Gas Dispensing Statement for Gasboy Import users. If you use Gasboy Import and Eagle's Statement Archive (option 850), you can now print the Gas Dispensing Statement (normally printed using report RGJ) as part of your A/R statements (RSM) and collated invoices. The system looks at the end date on the RSM to match up the appropriate gas statements. If you use e-Statements, your customers who are receiving email statements will receive a separate gas-dispensing statement, if applicable.
Both Legacy and Windows CCN now updates the following additional files: A/R Transaction Archive, Order Change Log), Customer Returns Viewer, Daily Journal file, Bad Check Log, Delivery Manifest, Compass user-defined customer fields, and the Deposit Activity Viewer.
CCN can now be accessed from the Eagle Browser by typing CCN in the launch bar, and is also available on the Accounts Receivable Menu.
New columns in the Customer Viewer include Trade Disc %, Print Invoices, Fax Invoices, Email Invoices/Credits, Email Orders/So/Estimates, Print Statements, Fax Statements, Email Statements, Email Statements Format, Job’s Email Address Flag, Job’s Authorized Names Flag, Job’s POS Message Flag, and Check Verification.
Enhancements for Open Item Received on Account
The Unapplied Documents tab has a new column for “Terms Discount” which displays the terms discount available on unapplied Credits
The Payments/Credits tab has a new column for “Invoice Date” which shows the invoice date of the invoice or credit that the payment or credit has been applied to. The Terms Discount column shows the terms discount allowed on Credits.
On the Payments/Credits tab, you can now press Display to view the invoice to which a Payment or Credit has been applied.
New option 3103 "RDJ-Z passoff to GL updates the G/L 'Reference' with the store number." If this option is set to Yes, RDJ option Z will include the store number in the Reference field when it passes off POS and A/R data to the General Journal Transaction window (GGMU). This allows for easily seeing which store generated the journal entry. The Reference field will use the following message: "AUTO PASSOFF FROM A/R – ST XXX" (where XXX = store number). If this option is set to No, the RDJ-Z will pass off using the same message except without the Store number.
A/R Transaction Viewer now sorts as expected. If you sort on the Document Number column, the Viewer now sorts document numbers numerically, as expected. For example, invoice number 1214 will now appear before 12083 when executing an ascending sort.
New choice for option 3523 “A/R statements (RSM) print past detail for open item accounts.” (Note: to use this new setting, you must also set option 3578 “Print payment summary on A/R Statements [RSM]" to Y.) Setting this option to the new choice "B" means that statements for open item accounts print in a balance forward format. The difference between setting this option to N and setting this option to B is that B causes payments to no longer print in the detail part of the statement. Instead, they only print in a "Payment Summary" at the end of the statement. This might be desirable if you often take one payment and apply it to multiple invoices. Instead of seeing a single payment split into multiple payments, you see just the original payment(s) listed in a "Payment Summary" section. The discounts that were taken will print along with the check in the payment summary section. Another difference between setting this option to N versus B is that if you set it to B you can also select which customers receive this statement type. If you set this option to N, it applies to ALL open item accounts. Setting this option to B allows you to (optionally) set options 9053 and 9054 to indicate a Customer Maintenance account code, and the value in that account code, to identify only those customers whose statement print in this new B type format. If this option is set to B and options 9053 and 9054 are both blank, then all open item accounts print in this format. If options 9053 and 9054 are not blank, then only customers coded with the specified value in the account code print in this format, and all other open item customers have their statements printed in the open item format. Note: If option 3578 "Print payment summary on A/R Statements (RSM)" is set to S, then this option is treated as Y. In other words, printing open items accounts in a balance forward format is not supported when option 3578 is set to S.
New option 8109 “Print Postnet barcode on A/R Statements.” This option allows you to specify if the Postnet barcode prints on your A/R statements, and in what format. Set to D to print the Postnet barcode on each A/R statement using the 9-digit zip code and 2-digit delivery point code. Set to Y to print the Postnet barcode on each A/R statement using the 9-digit zip code (no delivery point code). Set to N to not print the Postnet barcode on any A/R statement. Enter the delivery point code in the “DP” field on the Main tab of Customer Maintenance, to the right of the Zip Code. Note: The DP field only displays when this option is set to D. Check with your local USPS office for information on how to obtain delivery point codes. Third party mail companies also provide delivery point data for a fee.
Quicker processing time when running statements with scanned documents. If you run statements with collated invoices where scanned documents are printing (option 3525 “RSM includes scanned or remote signature capture documents with invoices” is set to O, I, or B), the processing time has been greatly reduced, thus you will likely see a great improvement in the amount of time it takes for the statements to begin printing.
New Print Option on RAG report to supress paid open items. The A/R Aging Report (RAG) as a new print option P “Suppress All Paid Open Items,” which is the same as existing Option O (suppress paid open items from previous months), except additionally it also suppresses paid open items from the current month.
New option 3586 “WinROA Enable 'Amount to Pay' column for short pay situations.” This option applies to Windows backoffice ROA, for Open Item accounts only, and only for payments added in backoffice ROA. When this option is set to Yes, the “Amount to Pay” column displays as an editable column in the backoffice ROA open invoices grid. Use this column to partially pay multiple invoices with one payment. This is useful when a customer short-pays several invoices with one payment.
New Bank Reconciliation Viewer. This exciting new feature allows you to reconcile your bank statement. When you post checks in Eagle Accounts Payable or Payroll, the system automatically creates records of those posted checks in the Bank Reconciliation Viewer, so you can reconcile the checks against your bank statement. Records of voided checks are also created automatically. In addition, you can pass general ledger transactions to the Bank Reconciliation viewer. You do this manually from the General Ledger Detail (GINQ) window by simply placing a checkmark next to the desired transactions. You can manually create other types of transactions (such as cash deposited, cash withdrawals, fees, etc.) so that you can reconcile those transactions against your bank statement as well. To begin using the Bank Reconciliation Viewer, option 8963 "Bank Reconciliation Enabled" must be set to Yes in Options Configuration. As soon as this option is activated, the system will begin recording to the Bank Reconciliation Viewer.
General Journal (GGMU) T-account entry has been added by popular request! This great new feature gives you the ability to add entries to the General Journal (GGMU) in a T-Account format. The T-Account window allows you to enter the debits and credits for a transaction at the same time. Using the new T-Account feature offers several advantages over the classic GGMU "Add" function:
Selecting known accounts is easy and fast. For example, to select Account 0123-456 you can type 0123-456, 0123.456, 123.456 or even 123456; to display account 0100-002, you can simply type 100.2.
If you place a period (.) in any Debit or Credit field, the program will automatically post the balance of the T account entry to that account.
As you enter T-Accounts, the system assigns a control number to each batch of transactions you create. When you're finished entering a group of transactions, click Add, and if the running balance is 0.00 (debits=credits), the items are posted to GGMU. When you view the items in GGMU, there is a new column available to view called Control Number, which you can use to sort the grid by batches. The Control Number column is also available in the General Ledger Detail viewer (GINQ).
View T-Accounts by control number. Level 18 introduces the T-Account view! In the General Ledger Detail Viewer (GINQ), you can now click on an entry and use the ‘T-Acct’ Button to see both sides of the selected entry. This great new functionality only works on transactions created after Level 18 was installed. Control numbers are assigned by the reports that pass data to the General Journal (GGMU) and by the manual T-Account GGMU entry method. Any transactions in GGMU that do not have a control number assigned will automatically get a joint control number assigned when they are posted to G/L. For easy tracking, Epicor recommends you always use the T-account feature to enter new transactions into GGMU. Therefore, you should set option 9027 “Require use of the control number assigning "T-Accounts" entry in GGMU” to Yes.
New option 9027 "Require use of the control number assigning "T-Accounts" entry in GGMU." This option is for General Ledger users only, and if set to Yes, it forces you to use the T-Account Add function when adding entries to the General Journal (GGMU). The debit side must equal the credit side before the entries can be added to the G/L journal. The G/L entries that get created will all have the same ‘control number’ assigned to them. The control number is unique and will be passed to the G/L once you run RGGG to post. This will later allow you to display all of the debits and credits that belong together (the entire journal entry, also known as the T-account). Note: you may NOT post a one-sided entry to GGMU when this option is set to Yes; instead, you must post both sides (debits and credits), and the entries must net out to zero. On the rare occasion you must make a one-sided entry, you can simply delete the unneeded entry once it has been created in GGMU.
New option 9025 “Always print current date on financial statements.” This option is for General Ledger users only, and applies specifically to the Print Financial Statements Report (RGFS). If this option is set to Yes, when you print financial statements with RGFS, the date you run them prints at the beginning of each statement. If you set this option to No, the run date only prints at the top of the first statement.
Ability to import GL transactions. This feature is not in general release. Epicor Licensing must activate option 9029 “Import General Journal transactions from external file.” This feature allows external files of the proper format to be imported to the Eagle for Windows General Journal (GGMU). The import supports most Excel formats, as well as delimited and fixed width files. You import transactions by selecting “Import GL transactions from File from the Misc menu of GGMU.
Ability to import GL budgets. This feature is not in general release. Epicor Licensing must activate option 9030 “Import General Ledger budgets from external files.” This feature allows external files of the proper format to be imported to the Eagle for Windows General Ledger budgets. The import supports most Excel formats, as well as delimited and fixed width files. You import budgets by selecting “Import Budgets from file” from the GoTo menu in GCMU (Chart of Accounts).
The Accounts Payable Manual Payments Edit List (RAME) is now available in Eagle for Windows, so you no longer have to go into Legacy to print this report.
Ace ERP Option Z has been fixed. Ace ERP Option Z "Reconcile Using Dated Billing" now correctly carries the Special Order information from the deleted PO to the new PO that is created.
Do it Best Corp. ERP can now exclude central ship items. Do it Best members can now select Option E to exclude Central Ship items when running RRP. Central ship items are stocked in only certain warehouses, not in your RSC, and ship via UPS and therefore arrive separately and at a later time than your warehouse order. When you use Option E, central ship items remain on the PO as status R (receipt in progress). Option E's logic occurs regardless of the PO’s Backorder field.
New option 3221 “Allow ‘Class / Fineline Updates’ with Ace EFM?” Set this option to Y to have EFM do the following: 1) Add new Ace classes and finelines to Class Maintenance (MCL) and Fineline Maintenance (MFI) respectively, 2) For existing classes and finelines, keep the class name and fineline name in sync with Ace’s name, and 3) Apply the same adds and updates to the class and fineline lists in the Ace catalog. After setting this option to Y, you must contact ACE to have them turn on the EMPG files. This feature only works when ACE makes the files available for download on their end.
New option 3236 “Transmit price changes from E4W to True Value." This option is only relevant for True Value members who use the Variable Pricing program. If this option is set to Y, when retail prices change on the Eagle as a result of running the Receiving Report (RRP option F), Price Change Report (RPC option F), or because of manual changes in Inventory Maintenance, the new price(s) are captured and sent to True Value. This changes the variable pricing method stored at True Value for this item to method 8. This means that True Value uses the retail that was just transmitted, along with the cost for the item, and calculates the gross margin. The result of this calculation becomes the gross profit percent used to calculate a new retail whenever True Value changes the cost for this item.
To transmit the new retails to True Value, use the new function EVPT (available in both Legacy and Eagle for Windows). EVPT is queueable and should be added to an EOD queue. EVPT uses the new control stream COTVPT. For multistore, a COTVPT control stream must be created for each store that wants to send updated retails to True Value (COTVPT for store 1, COTVPT2 for store 2, etc.) and then queue an EVPT for each store. The member number must be entered in the control stream for each store (using the Eagle Browser function MTC.)
True Value EFM enhancements:
Update catalog long descriptions via EFM. If option 3257 "True Value EFM - Update long descriptions in E4W catalog?" is set to Yes (the default), when EFM is run, long descriptions are automatically transmitted and update your True Value catalog. This option is only to be changed to No in the event that these updates cause poor system performance or other unforeseen issues. Otherwise, leave this option set to Yes.
Update catalog images via EFM. If new option 3259 "True Value EFM - Update images in E4W catalog?" is set to Yes (the default), when EFM is run, images automatically transmit and update your True Value catalog. This option is only to be changed to No in the event that these updates cause poor system performance or other unforeseen issues. Otherwise, leave this option set to Yes.
Important note for options 3257 and 3259: Once you install Eagle for Windows release 18, you must install one last catalog before the EFM process starts updating long descriptions and images. When you run LOADCAT (to install the catalog) on release 18, the system uses the sequence numbers embedded in the catalog to download EFM data (including long descriptions, images and other catalog data that had not previously been updated through EFM), and updates new sequence numbers in COTUTL which get your catalog information up to date. Then, going forward, EFM downloads this new data automatically using the sequence numbers in COTUTL.
New option 3251 "True Value EFM - Always add TVR coupon SKUs?" If this option is set to Yes, when EFM is run, TVR (True Value Rewards) coupon SKUs are automatically added to Flexible Inventory Loading (FIL) with the flex format COTNEW. If this option is set to No, TVR coupon SKUs are not added to your system.
New option 3253 "True Value EFM - Always add NTL coupon SKUs?" If this option is set to Yes, when EFM is run, NTL (National Advertised) coupon SKUs are automatically added to Flexible Inventory Loading (FIL) with the flex format COTNEW. If this option is set to No, NTL coupon SKUs are not added to your system.
New option 3255 "True Value EFM - Always add TDM coupon SKUs?" If this option is set to Yes, when EFM is run, TDM (Targeted Direct Marketing) coupon SKUs are automatically added to Flexible Inventory Load (FIL) with the flex format COTNEW. If this option is set to No, TDM coupon SKUs are not added to your system.
“Prompt for Customer Code” no longer required (ProtoBase users only). Option 1190 “Prompt for Customer Code” is no longer required because POS automatically passes this data to the credit card processor. If you had this option set to Yes, you will see a change in behavior at POS when tendering transactions by bankcard. The clerk will no longer be prompted to “Enter Customer Code.”
The Eagle Training Browser is now online! You will no longer be receiving a Training Browser CD. Now, you simply go to Epicor's website to view the Training Browser. You must have an internet connection. To open the Training Browser, look for the links on the Eagle Customer page, or from the Learning Solutions page. Or, if you want to launch the Training Browser from Eagle for Windows, set option 172 "Use web version of the Training Browser over the Internet?" to Y in Options Configuration. Then, simply click Training in the left pane of the Eagle Browser any time you want to launch the Training Browser.
DDS and Delivery Confirmation now receive delivery instructions entered in POS . The Delivery Confirmation and DDS (Delivery Dispatch System) applications now receive delivery instructions entered in the Delivery Instructions dialog in POS. Before this change, the "order notes" dialog was used as a means to enter delivery instructions. Note that any delivery instructions entered in the "order notes" field of orders created before Release 18 that haven't yet been downloaded to the DDS or to a Remote Signature Capture unit (PDA) must be manually copied to the POS Delivery Instructions dialog in order to be downloaded.
Add/Change/Delete User enhancements for multistore. The following enhancements make adding, changing, and deleting users much quicker and easier for multistore businesses.
When using Change a User, you can now select ALL stores or select Store Groups. When doing so, a warning displays to tell you all fields in the user record will be sync’d across all stores. If you answer Yes to continue, the information for that user is updated in all stores in which the user exists. Note: The update only occurs if the User Name of the subsequent stores matches the User Name of the original record being changed.
When using Delete a User, you can now select to delete a user from the stores in a Store Group (the ability to delete a user in ALL stores already existed on previous levels).
When using Add a User, you can now select to add a user to all the stores in a Store Group (the ability to add a user in ALL stores already existed on previous levels).
Change a user's password in ALL stores or a Store Group. In Eagle Browser Signon’s Change Password function, you can use the new field “Change Password in Store” to change a user's password in all stores or a Store Group. This enhancement is particularly useful to multistore users who have to change passwords often because they are using High Security Passwords.
New "Select Stores" column in Role-Based Security. This new column provides a drop-down list of stores and also provides choices for ALL and Store Groups. This allows multistore businesses a quick way of defining the list of stores in which a user has that role. The individual Store columns automatically populate with Yes or blank as per the list entered in the "Select Stores" column. Using this new column is optional. If you prefer, you can still use the individual Store cells. You can also use the Column Fill feature to copy a cell to all the rows in the column. Note: the Select Stores column is initially hidden; therefore, if you want to use it, use "Select Columns to View" to add the Select Stores column to your default view.
New Options Change Log in Showlog. This new log lists any changes made to Options Configuration, so that you now will have a record of which options have been changed, and when.
Eagle for Windows applications start up faster. The way Eagle applications load has been streamlined, so that they now take up less memory. With the new load process, the first application you open loads itself plus it loads ALL viewers. Therefore, the first application actually loads slower, but each subsequent application you open, which is now smaller, loads faster than it used to. Note: POS stations with a sub-standard amount of memory (such as PCs running Windows 98) may experience substantially slower POS startup after converting to Release 18.
Quickrecall, POS Line Item Viewer, and Inventory Viewer are now available directly from Eagle Browser. The QuickRecall and the POS Line Item Viewers can now be launched from the Eagle Browser's Sales Review Menu (you must have Business Advisor for the POS Line Item Viewer to display) or by typing QR or PLIV respectively in the Launch bar. Additionally, the Inventory Viewer can be launched from Eagle Browser's Inventory Menu, or by typing INV in the Launch bar. These three viewers can now also be added to the desktop as a shortcut. The security/options required for these viewers to display are as follows: QuickRecall Viewer requires bit 185 and Windows POS (option 1601 set to Y); POS Line Item Viewer requires bit 210 and Business Advisor (option 1181 set to Y); Inventory Viewer requires bit 221 and Windows Inventory (option 1607 set to Y).
Eagle Fax has two new columns. If you have Eagle Fax level 2.9 or higher, the Faxque and Completed Faxes Viewers now have two new columns, DOC TYPE and DOC ID. For faxed POs from the Purchase Order Format Report (RPO), the Doc Type column will contain the description “Purchase Order,” and the Doc ID will display the PO number. For faxed statements, the Doc Type column will contain the description “Statement,” and the Doc ID will display the Customer/Job number. For faxed POS documents, the Doc Type will contain the description “POS,” and the Doc ID will display the document number. For faxed reports, the Doc Type column will contain the description "Report” and the Doc ID will display the type of report (for example RAG).
Grids and Viewers enhancement. In Eagle grids and viewers, the right-click choices of “Filter on” and “Set alerts on” have two additional filter choices: “Is Blank,” and “Is not blank.” These filters are for column data types which are Dates or non-numeric. For example, you can now filter Date of Last Physical "is blank."
New Notifications Viewer displays messages the system has received from an outside source. This viewer is accessed from the System Management Menu, or can be launched by typing NV in the Eagle Browser’s Launch bar. Security bit 877 is required to use this new viewer. Release 18 introduces one type of notification message, and there will be more types of messages on future releases. The first type of notifications that can be received are from True Value if you are a member.
Option 3314 “Default view for Notifications Viewer” determines the default grid you want to display when you are viewing messages in the Notification Viewer. You can choose the pre-built view called “Notifications Default,” or you can choose a view that you have previously built and saved.
Exclude the sale of non-merchandise items from Business Advisor. Examples of items you may want to exclude are the sale of gift cards, labor, and freight. To exclude non-merchandise items, they must be placed in their own department(s), and that department(s) must have the new field “Non-Merchandise Dept” set to Yes in Department Maintenance. This setup tells the programs that update Business Advisor’s Sales and Inventory to exclude items that are in the designated department(s). After changing the “Non-Merchandise Department” field, you can run BMDPURGE to purge Business Advisor sales information that was added for a department before it was marked as a Non-Merchandise department.
Eagle for Windows Catalog enhancements:
Ace and True Value catalogs – On the Catalog Item Screen, there is a new Consumer Comparatives hyperlink, which displays the following fields: Consumer Brand Name, Consumer Description, and Consumer Quantity Factor.
The True Value catalog has a new “Coupon Sku?” field on the Pricing screen. If the item is a Coupon SKU for True Value Rewards, this field is set to Yes, and the Coupon Source displays next to it.
The True Value catalog has a new “Whole Retail” field which displays the bulk price for an item. For example, it will display the roll price for an item normally priced by the foot.
Quicker Views Updates. The process to "Update Views" that runs whenever you install a new release of Eagle for Windows has been improved. If you have many custom grid profiles, which previously has slowed down the update process, you should now see a three-fold time improvement. If you don't have many customized views, the update process will remain about the same as before.
New alert “Backup DVD is nearly full” which is issued if the amount of data to be backed up, after compression, is 85% or more of the DVD’s capacity. If you have iNet Connect, this alert will be emailed to Epicor. If your system is set up for automatic patch download (Vista), this alert will also be sent in through Vista to notify Epicor technical support.
Keyboard-driven checkboxes in grids. You no longer have to use a mouse to click checkboxes in grids: You can now use <down arrow> <spacebar> as needed to place checkmarks in checkboxes.
Various utilities now available from the Eagle Browser. You can now access the following legacy utilities from the Eagle Browser: SHOWLOG, ASYMSG, SETRSP, and REPQMSG.
The following new security bits have been added or changed on Eagle for Windows release 18:
There are now two separate bits to control Adding a PO and Deleting a PO. Previously, both were controlled with the one security bit 213 “Add/Delete purchase orders.” On release 18, security bit 213 controls only “Add purchase orders” and the new bit 509 controls “Delete purchase orders.” When you install release 18/server level 30, bit 509 will be automatically set to Yes for existing users/roles if security bit 213 is set to Yes.
Formerly, security bit 69 “Ability to delete saved and suspended transactions in POS” was required to delete a transfer, in addition to bit 407 “Delete interstore transfers.” Now, only bit 407 is required to delete a transfer, and bit 69 no longer applies to deleting a transfer.
Existing bit 184 "Reprint QuickRecall (archived invoice) document, if doc number known" now also controls the ability to select the print button from the tool bar or Action menu when viewing a document in the Document Archive Viewer.
New security bit 205 "Ability to use <Save> on reports to save a report view." This bit controls the ability to use the <Save> button on reports. <Save> allows you to create and save a new report view, or modify and save an existing one (including the default view).
New security bit 729 “Change cost indicator on header screen of POS. Also Cost Indicator in Ctrl O.” This bit controls the ability to change the Cost field on the header screen of POS, and the ability to change Cost when using Ctrl O while posting an item. Note: If you want to allow a clerk to change an item’s price using Ctrl O but not the cost, then set security bit 70 and 565 to Yes and bit 729 to No. Refer to related security bit 70 “Change pricing indicator on header screen of POS. Also allow Ctrl O."
New security bit 739 "(M/O) Allow clerk signoff of POS when suspended transactions exist?" When signing off POS, the system checks to see if there are any transactions suspended by that clerk. If there are, the clerk will be warned and asked if they want to continue exiting POS. This bit determines if the clerk can continue past the warning and exit POS. When this bit is set to Yes, the clerk can continue past this warning and exit POS. When this bit is set to No, the clerk must get a manager override to continue and exit POS. If they do not obtain a manager override, they can not exit POS until they have processed all suspended transactions they created. Note: This security bit does not apply to Offline POS.
New security bit 707 “Allow adding main accounts in POS Customer Quick Add.” This security bit determines if a POS clerk is able to add a main account into Customer Maintenance using the Customer Quick Add feature in POS. If option 5432 “Allow quick add of customers / jobs in POS” and this bit are both set to Yes, a clerk is able to add both main or job accounts. If this bit is set to No, the clerk is only able to add jobs to an existing account. Note: If you don't use jobs, you can use this security bit to control at the user-level if adding a customer in POS Customer Quick Add is allowed.
New security bit 860 "Select 'Save and Print' for Order/Special Order/Service Order/Estimate." This bit controls the ability to select ‘Save and Print’ on the Finish Order menu of Orders, Special Orders, and Estimates. The purpose of this bit is to prevent a yard clerk from printing an order, if printing orders in the yard is a potential security gap in your business.
New security bit 861 "(MO) Ability to finish a sale or invoiced order which totals .00." This bit controls the ability to complete a sale or invoiced order/special order/estimate where the total is .00. An exception is when the only thing on the transaction is an exchange for defective.
Existing bit 236 has not changed, but has been renamed to "Access the Notes tab of Inventory, Customer, and Vendor Maintenance" to clarify what this bit controls. Its description was also revised for clarification. It now reads "Controls the ability to access the Notes tab of Inventory, Customer, and Vendor Maintenance. Also controls access to network access function MED."
The functionality of bit 309 has been changed. Its new name is "Add/Change/Delete on Notes tab of Inventory, Customer, and Vendor Maintenance." Its new description is "Controls the ability to add/change/delete notes on the Notes tab of Inventory, Customer, and Vendor Maintenance. Also controls add/change/delete in Network Access function MED."
New bit 853 "Access COPYRECS and COPYFIELDS utilities" (Multistore only). This new bit controls the ability to use the utilities COPYRECS and COPYFIELDS. COPYRECS is used to copy the inventory records that exist in one store to another store where they do not currently exist, such as when opening a new store. COPYFIELDS is used to copy individual store-specific fields from one store to another.
New bit 855 "Allow Vendor Rebate Report."
New bit 856 "Show temporary serial numbers at POS." Set this bit to Yes if you want to have temporary serial numbers show in the Available Serial Numbers list when selling a serialized item. If your business creates transfers of serialized items, you would likely need to have this security bit set to Yes. Note: The ability to add temporary serial numbers is controlled by option 8989 “Allow adding temporary serial numbers during receiving?”
New bits 862–872 are all for the new Eagle Mobile.
New bit 873 "Ability to access the Gift Cards Viewer."
New bit 874 "Ability to change and delete in the Gift Cards Viewer."
New bit 875 "Ability to run gift card surcharge calculation utility." This bit controls the ability to run the utility that calculates a gift card surcharge for gift cards that haven’t been used for a specific amount of time. This utility is accessed from the Misc Menu of the Gift Cards Viewer.
New bit 877 "Access Notifications Viewer."
New bit 878 "(MO) Ability to do a transaction reversal more than once. Set this bit to Yes to allow a clerk to continue when warned that a transaction has already been reversed once. Otherwise set this bit to No to require a manager override to proceed past this warning.
New security bit 882 "Access Upload Patch to Server utility." This bit controls the ability to use the “Upload Patch to Server” utility on the Eagle Browser Utilities menu. This utility is used to upload patches from your PC’s c:\3apps\temp folder to the server with the option to install immediately or schedule maintenance to install it.
New security bit 884 "Allow access to Active Eagle Functions Viewer (SHOWTASK)." If this bit is set to Yes, the user can access the system utility SHOWTASK.