What's New on Release 19? What's New on Release 19?
If you only want to read about the new features since the first release of Release 19, see What's New on Release 19.1.
Important Operating System Information
Windows Offline POS Enhancement
Windows Inventory Enhancements
Windows Purchasing and Receiving Enhancements
Windows Accounts Receivable Enhancements
Windows Telecommunications and Catalog Enhancements
Windows General Ledger Enhancements
**********IMPORTANT OPERATING SYSTEM INFORMATION**********
Release19 and all future Eagle for Windows releases will not be supported on Windows 98 (All versions including Second Edition). If you try to install release 19 on a Windows 98 PC the installation will stop and indicate that Windows 98 is not a supported operating system and will exit the installation program. Eagle for Windows is supported on the following Windows operating systems:
Windows 2000 (Professional and Server Editions)
Windows 2003 Server
Windows 2008 Server
Windows XP
Windows Vista
Windows Version 7
Note: 32-bit versions of the above operating systems should be used for Eagle for Windows.
Debit Card Bin Range Steering. For cards that can be tendered as either a credit card or pin-based debit, there is a transaction dollar amount break even point (based on your specific banking relationship) where below that point it costs less to process the transaction as a credit card, and above that point it costs less to process as a pin-based debit card. This feature allows you to configure your Eagle system so that those transactions will be steered to the appropriate card type based on the amount. Enter the “break even point” into option 5128 (Debit Transaction Threshold). Option 5129 (Debit Bin Range Checking in POS) is the option that will turn on debit steering system-wide, at a particular store, or one terminal at a time, depending on how the KEPT BY is defined.
Enhancements to Customer Quick-Add in POS.
The fields Authorized Name and E-mail have been added. These fields only display if option 3509 “Allow access to customer contact fields in Customer Maintenance” is set to Yes. Entering the email address requires a non-blank Authorized Name field. The authorized name and its corresponding email address are automatically added as a contact to the Names tab of Customer Maintenance.
The fields Birth Date and Loyalty # have also been added, but these fields only display if you have your own on-system loyalty program (option 1182 “Loyalty Program” is set to G or L).
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 customer quick-add, the Customer Name field is automatically copied into the authorized to charge Name field, but only if that field is blank. Note that this feature also applies to accounts with a company names, thus the company name will copy into the authorized to charge Name field (assuming that field is blank).
New option 9137 “Build reverse sort name in Customer QuickAdd.” If this option set to Yes, when a clerk adds a customer in Customer Quick-Add, the customer name field is copied, in reverse order, into the customer Sort Name field. For example, if the clerk enters the name JOHN DOE as the customer name the sort name would be pasted in as DOE JOHN. Consequently, if the name is entered at JOHN DOE JR, the sort name is built as JR DOE JOHN. The customer name is copied in this way only if the Sort Name field is blank or if the value in the Sort Name is equal to the sort name as it exists for the default customer for the terminal. If the clerk manually enters the sort name, it will not be overwritten by the customer name.
New security bit 885 “Allow user to manually enter account number in customer quick add.” If this bit is Yes, the user can enter a customer number in the Quick-Add dialog. If this bit is set to No, the Customer number field is not accessible to the clerk and the terminal must be set up, within Customer Maintenance, with the option to auto-assign customer numbers. If this security bit is set to No and the terminal is not set up to auto assign customer numbers, the clerk cannot add a user in Customer Quick-Add. Also note that if this security bit is set to No, a clerk cannot enter a customer number to display and change customer information.
New option 9129 “Require specific fields when adding an account using Customer QuickAdd.” If this option is set to Yes, Customer Quick-Add in POS will require the clerk to, at a minimum, enter the following fields: Customer Name, Customer Phone Number, email address, and Loyalty Account Number (this field is only on the form if option 1182 "Loyalty Program" is set to G or L). If the clerk leaves any one of these fields blank and presses Add, they are prompted to fill in the specific field(s).
POS Adders by customer. The POS Adder feature has been enhanced to give you more control to determine, by customer, whether or not totaling a POS transaction prompts the clerk to post an adder. In addition, you can now define up to three pre-selected adders for a customer so that these adders automatically display in the POS Adder Selection dialog when processing a transaction for that customer.
Look up a customer by email address. You can do this in all applications that contain the Customer drop-down list (POS, Customer Maintenance, ROA, A/R reports). Enter a leading @ ("at" sign) followed by the email address. Refer to the Windows Accounts Receivables section for more information about the new option 3516 that controls this capability.
Customer Order Management (COM) enhancements.
Automatic Backorder Fill allows you to use the Open Order File Report (ROO) to automatically fill backordered merchandise on customer's orders. You can print individual or consolidated backorders as a pick ticket, and/or they can be batch-invoiced. This feature is especially relevant if your business receives a high volume of returns, so that when quantity on hand goes up due to a return, the available quantity can be immediately allocated to backorders. In addition, if you use Stock Transfer Balancing, available quantity on hand that gets moved between stores can then be allocated to backorders. Only order transactions are eligible for this feature, and such orders must have at least one item on backorder. You can indicate that the ROO should only consider backorders that can be fully filled, or to also consider backorders that can only be partially filled. You can also select to batch-invoice backorders.
Existing option 5456 “Display Source Menu When?” has new setting T = If the item has insufficient quantity, go directly to the "Transfer From" Window. This setting is particularly useful if all sourcing for out-of-stock items is accomplished by transferring from another store on the system. With this setting, the system bypasses the Source Menu and goes straight to the "Transfer From" dialog where you can enter the transfer "from store," transfer quantity, and ship via information.
New option 9270 “Should the transfer shipping comment print on a customer's order?” This option applies to sourcing an item on a customer order by transfer, or sourcing the entire order by transfer. It determines whether or not the transfer shipping instructions print on the customer order and invoice (defaults to Yes). Note: The shipping instructions always print on the transfer.
New option 9238 “Default From Store to a specific store group or all stores?” This option only applies to "Sourcing by Transfer" and determines if the 'From Store' is all stores or a subset of stores.
G (the default) = the list of stores to which items can be transferred include the stores in the group assigned in option 8377 "POS Inventory Store Group" for this store. When set to G you can allow the clerk to select a store outside of their group with security bit 901 "Allow transfer from outside store group." Note: If this option is set to G but no store group has been defined in option 8377, then the list will include all stores.
A = the list of stores to which items can be transferred includes all stores.
Note: You can also use option 5455 "Default From Store when sourcing by Transfer in POS" if you want to specify a store as the default "From Store."
New option 9233 “Default for Transfer 'From' Store.”
L = Default to the POS Lockin Store. The transfer 'From' Store defaults to the POS Lockin store. Use this setting if your business practice is that only the "from" store is allowed to create a transfer. If this is your business practice, then you need just one transfer customer for each store to which merchandise can be transferred. Place that store in the "Transfer To Store."
T = Default to the Transfer customer's Store Account Opened. The transfer "From" Store will default to the transfer customer's Store Account Opened field. If you allow either the "from" or the "to" store to create transfers, set this option to T and make sure you have a transfer customer for each from/to store combination where the "from" store is the Store Account Opened and the "to" store is the Transfer To Store.
Notes:
The "To" store always defaults to the transfer customer's "Transfer To Store."
This option only applies to manually creating a transfer in POS. It does not apply to transfers created from the Source Menu (COM users), nor transfers created from the Centralized Distribution or Stock Transfer Balancing features. These features require a transfer customer for each from/to store combination. If you have the appropriate transfer customers setup in Customer Maintenance (per the above guidelines), then set option 5031 "Display Transfer From/To Store window in POS" to No to save a keystroke.
Delivery Dispatch System (DDS) enhancement. The POS header's Ship Via is now available on Special Orders as well as Orders. As long as Option 5111 "Use Ship Via's in Order Entry" is set to Yes, the Ship Via hyperlink on the POS header screen displays, as does the header menu’s choice M “Shipping Options.” (Note: Option 5111 can only be set to Yes if option 76 is Yes, or option 8780 “Delivery on System” is not set to None.)
Assign a vendor and PO number to a set of items all in one step. For special order items, there is a new posting menu option D “Assign Vendor/PO# to selected items.” This is available on Orders (if COM is enabled) or Special Orders (if COM or Advanced Special Orders is enabled). This gives you the ability to assign a vendor and PO number to a set of items all in one step. For example, if you use Andersen IQ to bring the line items into a special order, you can take a range of lines or check-mark the lines and assign them to a purchase order in one step. After selecting D, a dialog displays where you can designate the lines which should be assigned the same vendor and PO number. Next, you enter the Vendor and an existing PO number (or you can set the PO Number to RSRV to have a new PO created and assigned to each of the items). Alternatively, you can enter BUYER to have the items appear on the Buyer’s List.
Notes:
A shortcut is available. If you turn on checkboxes in the posting grid, check the desired items, and select Menu option D and then select either choice 1 or 3, the check-marked lines are automatically filled into the subsequent dialog.
If one of the lines already has a specific PO number assigned or the PO number is set to NONE, Misc Menu option D will skip it.
You can use option D when creating or maintaining a PO.
Option D is supported on Orders (COM) and Special Orders (COM or Advanced Special Order), but NOT on Estimates.
If you use Customer Order Management (COM) (Option 76=Yes), on Orders the system will automatically backorder the item.
New option 9262 “Minimum amount for Check Guarantee.” Use this option to set the minimum amount a check must be before a Check Guarantee is processed through Protobase. Checks lower than this amount are automatically approved with the authorization code set to "LA{random 4 digit number}" in which LA stands for Local Authorization. This minimum amount does NOT apply to the "Bad Check Verification" feature in POS when option 8276 "Perform "Bad Check" validation at POS is set to Yes. All checks regardless of the amount are subject to the bad check verification step.
Note: If you want to exempt a particular customer from check verification, set the "Exempt from Check Verification" field to Yes. You access this field from the POS hyperlink of Customer Maintenance's Main tab.
Four enhancements to the POS Posting Menu’s “Enter Additional Information” dialog.
New option 9296 “Show Addt'l Info hyperlink in posting area” can be set to Yes to show the Addt’l Info hyperlink in the posting area of POS. Previously this hyperlink was only shown in posting for an Order with Customer Order Management (COM) enabled. Set this option to Yes if you want this hyperlink to display in the posting area for a quick way to display the Posting Menu's "Enter Additional Information" dialog. This hyperlink displays on Sales, Credit Memos, Orders, Special Orders, Estimates, Service Orders, and Transfers. Refer to related option 9297 "Fields to display in the Enter Additional Information dialog.”
New option 9297 “Fields to display in the Enter Additional Information dialog” Check -mark each field that you want to display in the Posting Menu's Enter Additional Information dialog. If you leave this option blank, the Enter Additional Information dialog will be greyed out. The fields from which you can choose include: 1=Code 1, 2=Code 2, 3=Code 3, D=Delivery Date, E=Direct Ship, L=Location, M=Loading Required, R=Sales Representative, S=Ship Via, T=Suggested price, U=Unusual Usage, and V=URL.
Note: Even though certain fields may be selected in this option, not all of these fields will show. The following fields will only display in the Additional Information dialog if the following are true:
Codes 1 - 3: option 76 must be Yes and security bit 790 must be Yes
Delivery Date: option 76 must be Yes
Direct Ship: option 5471 must be Yes, option 76 must be Yes, and security bit 763 must be Yes (not available on Estimates)
Unusual Usage: option 43 must be Yes, option 3097 must be Yes, and security bit 754 must be Yes.
Sales Rep: option 9299 must be Yes
Ship Via: option 5111 must be Yes
Sugg Price: option 2501 must be 3
Loading Required: option 160 or option 3119 must be Yes
URL: option 9290 must not be blank
You can put a URL in the Additional Information dialog. This requires setting up option 9291 “URL's Title in POS Additional Information' dialog” and option 9290 “URL in POS posting area's Additional Information dialog.”
QuickRecall enhancement. The QuickRecall window has a new Trx Codes column, which displays the header transaction codes from an invoiced Order, Special Order, or Estimate.
New option 9278 “Display Quotes on POS Signon.” If the existing Option 5123 “Display Suspended Transactions on POS Signon” is set to Yes, you can now choose to include not only suspended transactions but also quotes/estimates in the Suspended Transactions dialog. To include quotes/estimates in the list, set this option to C or S.
C = Include quotes/estimates for current clerk and the current store
S = Include quotes/estimates for all clerks in the current store
N = (the default setting) Do not display quotes/estimates on POS signon.
This option does not apply to POS Header Menu Option 7 “Recall suspended transactions.” There is a limit of 60 transactions that can display in the suspended transaction dialog, with suspended transactions listing first, and quotes/estimates following. Unlike suspended transactions with option 5123 activated, the POS clerk is not warned about open quotes/estimates when exiting or changing users in WinPOS. Also note that this option is not supported in Offline POS.
The entire Long SKU now prints on receipts. If your system uses Long SKUs (Mode 2), receipts now print the entire long SKU. Before this change, long SKUs were truncated on the receipt. Now, the receipt prints three lines per item: The first line prints the SKU; the second line prints the quantity sold, UOM, and price per UOM; the third line prints the description and extended price.
Enhanced Forms have a new sort order available. It is choice D, "Dept\Class\Fineline\Sequence Number” on the existing options 7505 for Estimates, 7525 for Orders, 7545 for Invoices, 7565 for Credit Memos, 7585 for Transfers, 7625 for Receiving Pick Tickets, and 7665 for Backorder Pick Tickets.
Change to existing option 3513 “Check for Open Orders, Special Orders, and Suspended Transactions.” This option has been modified so that if the customer number entered in the header is a transfer customer, the system will check for and display the list of status R (request) or S (Shipped) transfers for that customer.
Enhancement to the Vendor Rebates feature. In the new option 8848 “Rebate Plan to use when none assigned to customer,” enter a Rebate Plan that POS should use when the transaction's customer does not have a Rebate Plan.
New option for retaining voided transactions. Option P (purge) has been removed from the Voided Transaction Report (RVT), while the nightly maintenance purge for RVT is still in place. New option 108 “Days to keep Voided POS Transactions” has been added so that you can set up the number of days to retain voided transactions. This new option defaults to 120 days.
New option 9198 “Display phone # in POS Customer Details Window." This option determines if the customer's phone number displays in the POS customer details window, and if so, what the source of the phone number is. The possible settings include: A = Display the Alternate phone number, and if it is blank then display the main phone number; B = Display both the main and Alternate phone number; if both are not available, then display whichever one is available.; M = only display the Phone Number from Customer Maintenance's Main tab; if the main phone number is blank, then no phone number displays; N = Do not display the customer's phone number in this window (this is the default setting).
New option 9199 “Display email address in POS Customer Details Window.” This option determines if the customer's email address displays in the POS customer details window, and if so, what is the source of the email address. The possible settings include:
C = Display the first email address from the Customer Maintenance Names tab's Contacts list. If there is not a contact with an email address, then the system will behave as if this option was set to I. Note: Customer contacts are entered in Customer Maintenance on the Names tab. Option 3509 "Allow access to customer contact fields in Customer Maintenance" must be set to Y to use this setting.
S =Display the first email address from the Customer Maintenance Note tab's Type 10. If there is not a statement email address for the customer, then the system uses the first email address in Note type 11 (email address for POS invoices/orders).
I = Display the first email address from the Customer Maintenance Note tab's Type 11. If there is no POS invoices/orders' email address for the customer, then the system uses the first email address in Note type 10 (email addresses for Statements).
N = Do not display the customer's email address in this window (this is the default setting).
Gift card balance inquiry improvement. The signature capture device no longer shows an erroneous $1.00 amount when doing a balance inquiry on a gift card.
Customer Price List in POS. The following columns have been added to the Inventory Viewer: Customer Price (POS)+, Customer Sells With (POS)+, Customer Total Price (POS)+, and Customer Price Src (POS)+. These columns only populate when you display the Inventory Viewer from POS, and only if option 8287 “Display the Inventory Viewer in expanded format?” is set to Yes or H (HWHC). To use this enhancement, in POS enter the customer needing a price list, place your cursor in the Item (SKU) field, Press F9 to bring up the Inventory Viewer, and use the appropriate lookup and filters to show the relevant items. The grid can be exported to Excel for delivery to the customer. The Customer Price is the customer's price not including any "sells withs" (related items set up with type 4 - Sells With, or type 5 - Sells or Credits With). The Customer Sells With is the sum of any "sells with's" (type 4 - Sells With, or type 5 - Sells or Credits With). The Customer Total Price is the sum of these two columns. Note: lookup by manufacture part number is not supported with this feature.
New option 9268 “Item information's display cycle includes 'take down'.” In POS, when you enter a SKU and press Display (or if you have your system set up to Display After Scan), a window with information about that item displays. Set this option to Yes if you want to see information that is behind this window without having to press Clear (which clears that item entirely). You can then press Display an additional time which takes down this item information window and leaves the item in the posting area. Once you have seen the posting grid information you need, you can press Display again to re-display the item information window.
New option 9287 “Gift/Cash Card Allowed on POS Refund.” This option controls whether or not the clerk is prompted to issue a gift card on a credit transaction. When the clerk selects to issue a gift card, the system automatically sells the gift card SKU (identified in option 9288) for the transaction total including tax (bringing the transaction total to $.00) and then automatically activates the gift card for that refund amount.
If you want the clerk to be able to choose between issuing a gift card or an in-store credit for the refund, set this option to Y and set option 5488 "Store Voucher required on a POS Refund" to the alternate tender whose type is set to 'In-Store Credit.' If you want the clerk to be prompted to issue a gift card, the refund amount must be equal to or greater than the amount in option 5364 "Gift/Cash Card activation minimum amount," and must be less than the amount in option 5366 "Gift/Cash Card activation maximum amount."
N = Never issue a gift card when a refund is due to a customer.
Y = Always prompt the clerk to issue a gift card for a refund. If you want to require that a gift card be issued, set security bit 684 "(MO) Allow override of Store Voucher/Gift Card requirement on POS Refund" to No. If you want the clerk to be prompted to issue a gift card, but still be able to return cash or another form of tender, set security bit 684 to Yes.
R = (This setting only applies if Returns Validation [option 8305] is set to Y) Require issuing a gift card when none of the items returned were applied to a prior purchase. If at least one item was returned to a prior purchase, the system will not prompt the clerk to issue a gift card. You must also set security bit 684 "(MO) Allow override of Store Voucher/Gift Card requirement on POS Refund" to No to require a manager's override to cancel out of issuing the gift card.
A = (This setting only applies if Returns Validation [option 8305] is set to Y) Always prompt the clerk to issue a gift card, but allow the clerk to cancel if at least one returned item was applied to a prior purchase. You must set security bit 684 "(MO) Allow override of Store Voucher/Gift Card requirement on POS Refund" to No. If at least one item was returned against a prior purchase, the clerk can cancel out of the prompt to issue the gift card, and instead return cash or another form of tender without requiring a manager's override. If none of the items returned were returned against a prior purchase, a manager's override is required to cancel.
New option 5953 “Print "Total Items" count on customer receipt.” Set this option to Yes if you want a count of the Total Items to print on the customer's receipt. Otherwise, set this option to No. Currently this feature is only supported on the 40-column receipt printer. In Device Configuration, the receipt printer must be configured for EN (receipts print at the end of transactions). Note: If a sale has SKU 1 for qty 3, and SKU 2 for qty 1 then Total Items = 4. To exclude items from this count, assign them a use code. Refer to options 5954 “Use Code position for SKUs excluded from receipt's Total Items count “ and 5955 “Use Code value for SKUs excluded from receipt's Total Items count.” You decide what to exclude, but you will more than likely want to exclude Special Record (freight, labor, misc) and Fee Type (environmental, excise) SKUs, as well as gift card, coupon, and POS Adder SKUs. You may also want to exclude certain large or heavy items from this count such as grills, lawn mowers, or tractors, or items that require loading. Note: The separate Loading Required receipt has an Item Count which is the total quantity of the items flagged as "Loading Required" even if they are coded for exclusion from the Total Item Count on customer receipts.
Note the following:
TOTAL ITEMS print when the receipt printer is set to print at the "end of trx." It is not supported when the Receipt Printer Opt = blank (prints as transaction occurs).
Return items are excluded from TOTAL ITEMS. This applies to Return Type R (return the item) and D (return for defective). Items returned with Type X (exchange for defective) are included in the TOTAL ITEMS count.
Multiple Selling Unit (MSU) items are printed based upon the "qty in MSU units." For example, if you have MSU units "case" with a quantity factor of 12 and you sell 2 cases in POS, the TOTAL ITEMS will reflect a quantity of 2.
Tally 1 and Tally C items are printed based on quantity for the length. For example, if you sell qty 5 Length 10 and qty 3 Length 6, the TOTAL ITEMS will reflect 8.
Lost Sales enhancement for ITR users. Lost Sales that are posted in POS are now added to ITR with the customer’s selling price rather than the retail price. This gives you a more accurate picture of the actual lost sales.
New “Order Printed?”column in the POS Order Viewer. This column is populated with a Y any time an order has been created or modified, and then printed. This includes using "Save and Print" from the Finish Order menu, using the "Save Order with Print" options from the tenders screen when option 8203 is set to Yes, and when an order is partially invoiced either using posting menu option 3 (Partially Invoice Order) or when invoicing an order that has backorders. This flag sets to yes the first time an order has been printed; adding subsequent items does not change the flag back to No. This column populates with the value N if an order has been created or modified but has not been printed or invoiced against yet.
New column in the Deposit Activity Viewer. The column for the “MCR Customer Name” has been added to this viewer.
New ability to add a ship-to account within POS. This ability is controlled by the new security bit 909 "Add Multiple Ship to accounts in POS." If this security bit is set to Yes, the clerk will have access to the "Add" function on the "Multiple ship to viewer" tool bar which displays the "Add Ship to" dialog. This dialog allows you to add an additional ship-to record within POS to a customer account that uses multiple ship-to's. Once added, you may access and add any delivery instructions needed for this ship-to. After the add is complete, cancel out of the "Add ship to dialog" and the new ship to record will be highlighted in the viewer, ready for selection.
New option 9373 “Print backordered amount comment line on orders/invoices?” Set this option to Yes if you want the comment line "XX.XX Backordered" to print on orders/invoices when the item has a backordered amount. Otherwise set this option to No. You would typically want to set this option to No if using an enhanced form that includes a Backorder Quantity column.
New option 5496 “Languages on PinPad.” The RBA versions of the Ingenico en-touch 1000, i6550 and I 6580 pin pads have the ability to display in multiple languages This option controls which languages are available on the device (note that this option does not work if option 5498 "Default PinPad to Swipe First" is set to Yes).The settings of this option cause the various language buttons to display on the device. Selecting a specific language button causes the pin pad to prompt users in the selected language. English is always the default language. If a customer swipes their card without having selected a language, it will cause the device to default to English. The option settings control the language as follows:
1 = English only. The pin pad only displays English to the consumer. Since only one language has been selected the user will not see any language buttons.
2 = English and Spanish. The pin pad displays two language buttons, English and Spanish. If the consumer swipes the card without selecting a language, English is used.
3 = English and French. The pin pad displays two language buttons, English and French. If the consumer swipes the card without selecting a language, English will be used.
Note that if the pin pad is set up to use the consumer display feature, the language buttons have no effect on how this information displays.
New options 9282 “Use Code position for skus that require opening cash drawer” and companion option 9283 “Use Code value for SKUs that require opening cash drawer.” These options are used to code items which require opening the cash drawer. The Use Code and the value specified in option 9283 are used to identify SKUs which when purchased at POS, cause the cash drawer to open during totals, if it isn't already opening for another reason. Use this for items like stamps, lottery tickets, bus tickets, or money orders. This option applies to both selling and returning the item. If you don't allow this type of item to be returned, you can flag it as non-returnable in Inventory Maintenance.
New option 9272 “Note to use for POS receipt footer message.” This enhancement allows you to define a text note (unlimited in length) to print at the end of every receipt, regardless of the receipt type (invoice, estimate, etc.). Enter this note in Options Configuration using Misc Menu Z "Maintain user-defined notes/text." There, you define a character note ID (up to 8 characters--for example, FOOTER) and then type the text you want to print on the receipt. Note: This message prints on all types of receipts, not just the customer’s sales receipt.
New option 9294 “Printing preference for POS Comments/Descriptors.” This option determines how to post POS comments. They can always be posted to the transaction as Internal or External. They can also be set up to be Internal or External by default while providing the user with an override button. External comments are customer-facing and will print on documents. Internal comments will only show on the screen and will not print on documents.
A = Always print, no button to not print. Use this setting if you always want comments to print, with no ability to post a comment as an "internal viewing only" comment.
P = Print, and button to not print (default setting). Use this setting if you normally want comments to print. By exception you can use the Post as Internal button in the F3 comment dialog to indicate the comment is for internal viewing only.
I = Do not print, and button to print. Use this setting if you normally want comments to be view-only comments that do not print. By exception you can use the Post as External button in the F3 comment dialog to indicate that the comment should print.
N= Never print, no button to print. Set to N if you always want comments to be for internal viewing only, with no ability to post a printed comment.
Notes:
Internal only comments have INT in the Codes column so that if there is any question, you can confirm that a comment is internal by seeing this code.
Pre-Defined comments post as printed comments when this option is set to A or P, and will post as non-printing comments when this option is set to I or N.
You can still use existing option 7730 “Non-printing comment identifier” and enter the special first two characters in the comment to have the enhanced form suppress that comment from printing on Enhanced Forms, regardless of how this new option is set; nevertheless, this new option is the preferred method.
Receipt printers must be set to EN (print at end) if using 'Internal' (on screen only) comments on a transaction that will print a receipt.
New option 9280 “Required fields in POS Cash Customer Information window.” In this option, check each field in the list that you want to be required when the window for a cash customer's information displays in POS: A=Address, C=City, I=Short Id, N=Name, P=Phone, R=Reference, S=State, and Z=Zip. This option applies to all transaction types. When it is set to blank (the default setting), no fields are required except for the following situations: 1) On special order transactions, Name is always required, 2) On a layaway transaction, name and phone number are always required, 3) On a tax-exempt transaction, name, phone number, address, and zip are always required. Note: this option doesn't determine if the cash customer information dialog displays in POS; it only applies to requiring entry of a value in the selected fields once it has been displayed by the system.
New field “Adding Name Allowed.” This new field, located in Customer Maintenance when you click the POS hyperlink, controls whether or not the “Add a Name” choice is available in the POS Authorized to Charge dialog when creating a transaction for that customer. Note: Even if this field is set to Yes, the existing security bit 580 still controls whether or not the clerk can add a name.
New option 9285 “Expired Resale Code Action.” This option tells the system what to do if a non-taxable customer has an expired resale code. The expiration date of the customer's resale code will be checked at the beginning of a new transaction, for all transaction types except ROA. And it will be checked when invoicing (including partially invoicing) a saved transaction. Note: A non-taxable customer is a customer whose Taxable flag in Customer Maintenance is set to No.
T = Warn and change transaction to Taxable. Use this setting if you want system to notify the clerk that the resale code has expired and change the transaction to taxable. The clerk receives the warning message "Warning: Customer's resale number has expired. Transaction will be changed to taxable."
W = Warn and continue with non-taxable transaction (this is the default setting). Use this setting if you simply want the system to notify the clerk that the resale code has expired, letting them continue with the non-taxable transaction. The clerk receives the warning message "Warning: Customer's resale number has expired."
Note the following about this enhancement:
This option only applies when a customer’s resale code has a non-blank expiration date. No warning or action is taken if a non-taxable customer has a resale code with no expiration date.
This option does not apply to a customer whose Taxable flag is Yes but has a 0% Tax Code.
The system checks for an expired resale code at the beginning of a new transaction, as well as if you return to the header screen and change to the customer to a customer who has an expired resale code, or change the customer on a saved and recalled transaction to a customer who has an expired resale code.
In Copy/Reprice – If you copy the transaction to another customer, if that other customer is non-taxable and has an expired resale code, the system warns the clerk that the customer’s resale code is expired and the expiration is handled based upon how the option is set.
When invoicing (partial or fully) a saved transaction (suspended sale, order, estimate, special order, layaway) if the customer on the transaction has an expired resale code, the clerk receives a warning and the transaction is handled the same as described above depending upon how the option ‘expired resale code action’ is set.
POS Authorized to Charge expiration dates. If you have customer contacts enabled (option 3509 "Allow access to customer contact fields in Customer Maintenance" is set to Yes), each name that shows in POS can now have an expiration date. If you entered a date in Customer Maintenance for a contact and it has expired, then that name will no longer display in the authorized to charge list for that account.
Reduced keystrokes when using multiple Alternate Tenders. POS has been enhanced to allow multiple coupons/gift certificates/in-store credits with reduced keystrokes. This enhancement applies to Alternate Tenders set up with the Type field set to blank or in-store credit. Prior to this enhancement, you would have to add up all the coupons manually and enter the amount as one lump sum. Now, a dialog window displays where you can enter one or more coupons by clicking the Additional button and the system will calculate the running total of this tender. You can also delete individual coupons from this dialog box by selecting the coupon and clicking the Delete button. Note: security bit 619 "(MO) Allow tender amount greater than threshold" applies to the total of that tender and not each individual coupon.
QuickFind Image Enhancement. If you have a vendor catalog on your system that includes images (Ace, Do it Best Corp., True Value, Orgill, or Handy) you can now use these same images in QuickFind. Additionally, if you have set up your own image to supersede the vendor-supplied image, your image will also be used in QuickFind if you select "From Catalog." To use the Catalog’s image for an item in QuickFind, select "From Catalog" for that item in the QuickFind Image Properties dialog. If the system finds a catalog image for that SKU, or an image you set up to supersede the catalog image, the system creates a copy of that image, giving it an extension of .3im. If you don’t want to use the image from the catalog and instead want to use your own, simply select the image you have created and placed in the 3apps\userdata directory. Note: The system is not literally using that exact same image file. It is making a copy of the catalog image and storing it in the 3apps\userdata\ directory as a .3im file.
New option 9351 “Print a blank line between items on receipts.” Set this option to Yes to have POS receipts print a blank line between items.
Enhancement to the “Reprint, View, or Fax this invoice” dialog. This dialog, accessed via the POS Posting Menu or Header menu option 2, has a new "View Document Image" button for Document Imaging users (option 3350 "Eagle For Windows Document Imaging on system" is set to Yes). When you click this button, the image of that invoice displays, and you can choose to reprint it or exit.
Upload of offline POS transactions can now be scheduled. Offline POS Upload can now be automated via a new task in the Scheduler called “Upload Offline POS Transactions,” which will upload any Offline POS transactions that have not been uploaded yet. When this task runs, it will automatically close Windows POS (and Offline POS) if it’s not busy. If it is busy (in the middle of creating or maintaining a transaction), the automated Offline POS Upload will detect that POS is running and abort the upload process, and will attempt again at its next scheduled date/time. Note: the Security check for bit 144 “Allow upload of offline POS transactions” does not apply on scheduled uploads.
New Price Formulas feature. Price Formulas are a powerful tool because they allow greater flexibility and granularity in controlling the pricing of merchandise in your Inventory. Typically you would use price formulas to customize the prices you receive electronically from a supplier using EDI or Power Pricer, or when using the Price Import Tool. Conveniently, when creating price formulas, you can build on previous calculations; for example, you can calculate Price 1 as 10% above Retail and then calculate Price 2 at 50% Gross Profit above the newly calculated Price 1. Thus, in this way, they work similarly to using the "PC Option 1" screen of RPC (also known as the "flexible pricing screen"). However, price formulas go far beyond the capabilities of other price calculations in RPC because price formulas offer more flexibility and a greater number of calculations. When prices are calculated using price formulas, the system looks at each SKU and matches it against the different criteria of every price formula on the system to find which formula has the most number of matches for that SKU, and then applies that formula to the SKU. In addition, unlike RPC calculations, price formulas are saved on the system, thus they can be used repeatedly.
New fields in Inventory Import Tool. The following fields can now be mapped and updated using Inventory Import Tool: UPC Package Qty, Location 2, Location 3, MSU Code, Pricing Conversion Factor, Alternate Conversion Factor, POS Selling Unit, POS Pricing Unit, Alt Vendor Part Number (immediate update), Alt Vendor order multiple (immediate update), Alt minimum number of order multiple (immediate update), Alt unit to order by (immediate update), Alt Vendor cost (immediate update), Alt PO backorder (immediate update), Alt Vendor Core Cost (immediate update), Alt Vendor (immediate update), Extended Description type (immediate update), and Extended Description (immediate update).
Notes:
The fields with "immediate update" in the field name means they update Inventory Maintenance as soon as you click IMPORT. The data in these fields does not import to Flexible Inventory Loading (FIL) and therefore running the Flexible Inventory Loading Report (RFL) is not necessary to update these fields.
To update an Extended Description, the import file has to include not only the Extended Description’s text, but also the Extended Descriptions type – either a 1, 2, 3, 4, or 8.
Serial numbers by store. Multistore users can now assign a specific store to a serial number by using an actual store drop-down list. The store selected indicates the store in which that exact item resides, and the list of available serial numbers that display in POS will only include the serial numbers that exist for that store. If a serialized item is transferred, posting the item to the transfer request displays the list of serial numbers in the "from" store, and upon completion of the transfer that serial number's store is changed to the transfer’s "to" store. Note: Store remains an optional field; it is not required unless option 8990 “Require Store for Serial #’s” is set to Yes.
Option 8990 has been re-worded to “Require Store for Serial #'s." Set this option to Yes if you want to require entering the store in which the item exists when serial numbers are added for an item. Set to No if you do not want to have this requirement.
Note the following:
When selling a serialized item at POS, only the serial numbers for the POS lockin-store display.
When creating a transfer, the system displays the list of serial numbers in the transfer’s "from" store, and once the transfer is completed the system changes that serial numbers store to the transfer’s "to" store.
When a temporary serial number is added by the system during Receiving, the store of the temporary serial number will be the "distribute to" store of the purchase order detail. Refer to option 8989 "Allow adding temporary serial #'s during receiving?" to learn more about temporary serial numbers.
When you converted to Release 19, the store number from the Serial #’s Reference (per the position defined in now-retired option 9093 “Position in the serial #’s Reference field that defines the Store”) was automatically placed in the new Store field, and the Reference field was changed to blank.
When this option (8990) is set to Y, the Serial Number Maintenance dialog in Inventory Maintenance will include a "Store" column to report the store to which a serial number has been assigned. Additionally, the Add and Change serial number dialogs in Inventory Maintenance now contain a Store drop-down so that you can assign the store to which a serial number belongs.
Ability to import a CSV file as a promotion. You can now import a CSV file in order to add promotion pricing to Modify Item Promotions (MIP). To use this feature, an Epicor representative must set option 1082 “Import Promotion into MIP from CSV File on System?” to Yes.
The CSV file must have the following columns:
SKU
Description - may be left blank, not used on import but could be handy in Excel
Promotion Price - leave blank for % off or $ off
Percent Off Retail (0-99, 10=10% off) - leave blank for promo price or $ off
Amount Off Retail - leave blank for promo price or % off
User Code 1 - optional
User Code 2 - optional
User Code 3 - optional
User Code 4 - optional
Eagle Store - optional
Promotion Type - optional
Start Date - optional
End Date - optional
Only one of fields 3, 4, and 5 should be filled in. Fields 6-13 can be left blank and they will be filled in by the import process.
New method to update * (asterisk) type matrix prices for Lumber on System users. Display the item in Inventory Maintenance, and on the Pricing tab, in the GP% column, enter the gross profit percent for each of levels 1 – 5, and press Change. The system will recalculate the * type matrix prices based upon the GP% entered and the item’s cost (the cost used is based on option 102 “Cost Used In Calculations”). The new calculated price is then rounded to three decimal places.
Change Item Number (RCIN) enhancements.
When using the Standard Method, you can now use option U “Load old Sku to MUPC” which previously was only available on the Custom and Prefix Character methods of RCIN.
Two new report options, “Set New SKU’s Discontinued flag to No” and “Do not keep old SKU’s alternate part numbers,” have been added to all three RCIN methods (Standard, Customer, and Prefix Character).
Previously when doing a Combine, RCIN deleted the Promotion History (XS file) for the old SKU. RCIN no longer does this. Now the system records the promo history of the old SKU under the new SKU.
Promotion File Enhancement. The columns Store Closeout and Discontinued have been added to the Modify Item Promotions (MIP) grid.
Price Change File Enhancement. The columns Suggested Ace MSU Price, MSU Retail % Change, and Purchase UM have been added to the Item Price Changes (IPC) grid.
Price Change File Report (RPC) enhancement for Ace retailers. This enhancement is for Ace retailers who have option 8791 “Create and/or update MSU prices from Ace Hotsheets” set to Yes. For items with the “Accept Ace MSU’s” field set to Yes in Inventory Maintenance and that have an MSU (multiple selling unit) code, a third line will print on the RPC that shows the current MSU prices 1 thru 3 with their quantity factor. Additionally, if there is a new/changed MSU unit, RPC also shows the new MSU Retail and Qty Factor.
Change to existing option 8287 “Display the Inventory Viewer in expanded format?” This option has a new setting H which Epicor recommends for hardware/home centers. When set to H the expanded columns will include columns of information relevant only to a Hardware/Home Center business.
New columns in the Inventory Viewer. These new columns are populated only if option 8287 is set to H (hardware/home center). Many of these columns are specific to True Value users. The new columns include: True Value Core (+), True Value Retail Asst Level (+), True Value Green Item? (+), Catalog Tier 1 Qty, Catalog Tier 1 Cost, Catalog Tier 2 Qty, Catalog Tier 2 Cost, Catalog Tier 3 Qty, Catalog Tier 3 Cost, Catalog Tier 4 Qty, Catalog Tier 4 Cost, MSU Price 1 (+), MSU Qty Factor 1 (+), MSU Price 2 (+), MSU Qty Factor 2 (+), MSU Price 3 (+), and MSU Qty Factor 3 (+).
New fields in the Label Designer. You can now include the following fields on inventory labels: True Value Core, True Value Retail Asst Level, True Value Green Item?, and Vendor Stock Number.
New columns in Label Manager. To correspond with the new fields available in the Label Designer, the Label Manager has the following new columns in the grid: True Value Core, True Value Retail Asst Level, True Value Green Item?, and Vendor Stock Number.
New option 9124 “Thumbnail in Purchasing & Receiving shows Catalog Page or Overstock?” This Purchasing option determines if the thumbnail view displayed in Purchasing & Receiving shows Overstock in Other Stores instead of Catalog Page. Option 5 "Display Suggested Order Info (RSO thumbnail) in Purchasing?" must be set to Yes to use this option. If you want the thumbnail to show Catalog Page, set this option to 1. Set this option to 2 to see the amount of overstock in other stores. Overstock in other stores is based upon the stores contained in the store group entered in option 8377 "POS Inventory Store Group" for that detail line's store. If option 8377 is blank for that store, then Overstock is for all stores.
New option 9126 “Calculate and display Total Overstock in the posting grid?” This new option applies only when option 8285 "Display the PO create/maintain posting grid in expanded format?" is set to Yes. Setting option 9126 to Yes tells the system to calculate the overstock in other stores for each item on the PO and place it in the Total Overstock column of the posting grid. The stores included in the Total Overstock calculation is determined by the store group defined in option 8377 "POS Inventory Store Group" for that detail line's store. If option 8377 is blank for that store, then Total Overstock is for all stores. Note that using this option can impact performance on a large PO, especially on a system with many stores. If you find that loading this grid is taking too long, the solution is to set this option to No.
New Buyer’s ID field in Vendor Maintenance. In this new field on the Ordering tab of Vendor Maintenance, enter the user name of this vendor’s buyer. The Suggested Order Report (RSO) will enter this Buyer on the PO if the Buyer’s ID field on RSO's PO Header page is left blank.
New option 9375 “Default cursor to Stocking Units or Purchase Units.” S = Stocking Units (the default) and P = Purchasing Units. This option applies to creating, maintaining, and receiving a PO. Set this option to S if you typically enter the ordered and received quantity in stocking units (cursor in the “Order Qty (Stk) field). Or set this option to P if you typically enter the order and received quantity in purchasing units (cursor in the “Order Qty (Pur) field).
Buyer’s List improvement. The Buyer’s List now allows you to assign a "P" status (partially received) purchase order to a special order item on the Buyer’s List. Prior to this change, you could only use a status "F" PO.
New columns in the Purchasing and Receiving posting grid. These new columns are populated if option 8285 “Display the PO create/maintain posting grid in expanded format?” is set to Yes. The columns include:
Last Cost, Flat Fee, Hazardous Code, Harmonized Code, and Duty %. These new columns are only populated if option 9141 “International purchasing, receiving, and A/P capabilities on system?” is set to Yes.
True Value Buying Dept K. This column is only populated if the PO is for True Value. This column is set to K if the item is in the paint department (per the Catalog), otherwise it will be blank.
True Value Core
True Value Retail Asst Level
True Value Green Item
Total Overstock. This column is only populated if option 9126 “Calculate and display total Overstock in the posting grid?” is set to Yes.
Substitute/Referral enhancement. Previously, this column in the Purchasing posting grid only showed the substitute or referral item from the catalog if the item was flagged as Discontinued in Inventory Maintenance. Now, the substitute/referral item displays in the “Substitute/Referral” column regardless of how the Discontinued field is set.
View a True Value PO's paint total. True Value retailers can now use the Misc Menu option K “Paint Totals” in the Purchasing window to see the total of all buying department K (paint) items.
Purchase Order Report (RPO) enhancement. Print Option O has been changed to “Special Order Number.” When you select this option, the document number for the customer’s special order will print below that item on the purchase order. Print Option P “Special Order Customer Information” prints the customer number, customer’s name, and customer’s phone number below the special order item on the purchase order. You must select both Option O and P if you want to print all four pieces of information (order number, customer number, customer name, and customer phone number).
Ability to change the Vendor on an existing PO. This feature is useful when a PO exists for a customer’s special order item, and for some reason the original vendor can’t supply the item, but there is a replacement vendor who can. You can now simply change the vendor on that existing special order PO. This feature also changes the vendor code in the POS detail record for the special order item(s) linked to that PO. You must have security bit 212 “Change purchase orders” and the new security bit 910 “Change the vendor on a purchase order.”
New "Print Due Date" field in Vendor Maintenance. This new field is located on the Order Info tab of Vendor Maintenance, and is supported on both laser PO's and non-laser PO's printed/emailed/faxed from the Purchase Order Report (RPO).The setting in this field determines if PO's that are printed, emailed or faxed from the Purchase Order Report (RPO) print the Date Due on the PO in the header area. When this field is set to Y (the default), the label DATE DUE followed by the PO’s due date print. When set to No, neither the DATE DUE label nor the date due prints. When set to Immediate, the label DATE DUE followed by IMMEDIATE prints to indicate that the PO is needed as soon as possible.
Enhancement to Purchasing's “Transmitted” field. This field on the PO header screen has been renamed “Sent to Vendor?” A "Yes" setting in this field now displays a hyperlink which shows the Sent Date and Method, which can be changed if the user has the security bit to allow Changing a PO (bit 212). The programs that mark a PO as "sent to vendor" and update the Sent Date and Method are:
Electronic PO transmission for all vendors - the Method is set to Transmitted
Purchase Order Report (RPO) run with the new Option F “Final Version for Vendor”
If you use Option F, and have selected to both Fax and Email, the Method is set to FAXed
If you use Option F and have selected to Fax, the Method is set to FAXed
If you use Option F and have selected to Email the Method is set to E-mailed
If you use Option F, and are just printing, the Method is set to Printed.
Variable month-end close. This new feature allows you to calculate accounts receivable document due dates based on variable month-end statement close dates you assign. To use this feature, you must set up a terms code in Terms Maintenance (MTM) using the new choice of VM in the DUE DATE and CLOSING DATE fields. You set up the variable close dates in Options Configuration by selecting Misc Menu choice J “Variable Month-End Close Maintenance.” To use this feature, option 1089 "Variable month-end close on system" must be set to Y.
New Local Loyalty feature. Now you can create your own loyalty program in lieu of participating in a coop's loyalty program. With Local Loyalty, which is a purchase option, the Eagle system collects data from customers' purchases, allowing you to reward frequent shoppers with loyalty points. When a customer has signed up for your Local Loyalty program, they receive a card with an identification number. The customer presents the card whenever they make a purchase, and the items he/she purchases are linked to his/her Loyalty card number. When a customer accumulates a pre-defined number of points, they receive dollars on an in-store gift card that they can use toward future purchases. In-Store Gift Cards can be tied to the loyalty account and updated automatically. You can view a customer's points (and manually change them if desired) in Customer Maintenance and in the customer detail dialogue in Point of Sale. Loyalty points are updated daily at the end of day so the dialogue shows points as of the last update.
Tax rounding enhancement. The Rounding flag in Tax Maintenance has the new choice 4 = Round up from .nn01 thru .nn99 to the next penny. This addresses tax rounding up from .nn01 thru .nn99 to the next penny.
New option 9254 “Contents of the Check # field on payments.” On the A/R Flexible Report (RFR), this option determines what prints in the Check number field for payments. Possible settings include: 1= (the default setting) print the check number when paid by check, otherwise print the journal number of the payment, 2= print the check number when paid by check, otherwise don't print anything in this field.
New Sales Transaction Register Report (RTR). The purpose of this new report is to summarize the sales activity that occurs on the Eagle system over a specified period of time. RTR uses the records in the Daily Journal Viewer. You must have security bit 903 to run this report. If desired, you can assign a default report view for this report in new option 4471 “RTR default report view.” All the available print sequences produce a transaction summary section that contains Accounts Receivable Transaction Summary, Sales Totals Summary, Sales Detail Summary, and Taxable Amount Summary. Each print sequence contains particular sections:
For print sequences 1-Document Number and 2-Document Date, the report contains sections for Invoices/Credit Memos, Payments, Adjustments, and Service Charges. Each of these sections has a separate transaction count and subtotal.
For print sequences 3-Customer/Document Number and 4-Customer/Document Date, the report has a single combined section that includes all of the Invoices, Credit Memos, Adjustments, Payments and Service Charges.
For print sequence 5-Clerk, the report combines all of the transaction types ( invoice, credit memo, etc) into a single section that is sub-totaled by clerk.
New option 3587 “ROA - Posting order when applying a payment across all jobs.” This option only applies when posting payments or credits across jobs (job = ALL) for an open item customer, specifically when the clerk has selected more invoices than the check amount will pay.
D = Document Date. The invoice grid re-sorts in document date order and the payment is applied in that order from oldest to newest.
J = Job Number. The invoice grid remains sorted in job number order and the payment is applied in that order. This means the payment is applied against all job 0 invoices first, then all job 1 invoices, then all job 2 invoices, etc.
Regardless of how this option is set, the Open Invoices grid initially displays in job number order. This option affects what happens after you select the invoices for payment and press Post or Enter.
New option 3588 “ROA - allow selection of multiple unapplied documents.” This option only applies when posting unapplied payments and credits for an open item customer.
O = One at a time (the default setting). Unapplied payments and credits are selected one at a time and applied to one or more invoices. Additionally, once an item is selected from the unapplied document tab, the invoice grid automatically displays.
M = Multiples. Checkboxes are available in the unapplied documents grid. You can select multiple unapplied payments and credits using the row's checkboxes. Once you select rows, you must click on the Invoices tab where the system treats unapplied documents as a group that can be applied to one or more invoices.
Note: When set to M, if multiple unapplied documents are selected and the selected invoices are less than the selected credits/payments, the user will be asked to select additional invoice(s) or must reduce the amount of the selected unapplied credits/payments.
Change to existing option 3524 “Number of months of invoices to print on collated statements.” This option can now be set to a value of 997 to tell the Statement Report (RSM) to print all unpaid invoices dated within the start and closing dates you enter when running this report.
New columns in the Customer Viewer. The new columns are Address Line 1 and Address Line 2. Previously there was a single column for address called Street. Having two separate fields makes it easier to create mailing labels.
New option 3516 “Include lookup by email address in Customer.” Set this option to Yes to enable searching by customer's email address(s) in the Customer field. You can search by entering an at-sign (@) followed by the beginning of the customer's email address. For example, entering "@martin" will find the account 1690 that has email address martinellis@comcast.net and account 1234 that has email address martin.jones@abc.com
Notes:
To use this feature, you must frequently run the Aging Report (RAG) with update option "K," as it generates the information needed to do this lookup.
Lookup by email address in the Job field is not supported.
The system uses all of an account's email addresses. Email addresses entered for Customer Contacts are entered on the Names tab of Customer Maintenance (requires option 3509 "Allow access to customer contact fields in Customer Maintenance" set to Yes.) Email addresses are entered for statements on the Notes tab of Customer Maintenance (type 10, email addresses for Statements). Email addresses entered for POS invoices/orders are entered on the Notes tab of Customer Maintenance (type 11, email addresses for POS invoices/orders).
Epicor recommends turning off the Windows StickyKeys, because typing in @ requires typing <Shift> <2> at the same time, and if Shift is held down too long it can invoke the StickyKeys dialog. Alternatively, instead of disabling StickyKeys, you could use an apostrophe (‘) for this lookup instead of using @.
New fields in Customer Maintenance
The Main tab’s POS hyperlink has the new field “Adding Name Allowed," which controls by customer if the POS clerk is able to use the “Add a Name” selection in the Auth to Charge dialog in order to add an authorized name to allow charge tender (assuming the clerk has security bit 580). When this field is set to No, the “Add a Name” choice does not display in the POS Authorized to Charge dialog. This field defaults to Yes.
The Misc tab’s Resale Code field is now a hyperlink called Resale Code Expiration date. When clicked it will display a dialog for entry of the resale code’s expiration date. Refer to the POS section for a description of option 9285 “Expired Resale Code Action” and how the resale code expiration date is used in POS.
For users who have customer contacts enabled (Option 3509 "Allow access to customer contact fields in Customer Maintenance" is Yes), there is a new Expiration Date field for each contact. This date is not required, but when entered it controls how long that contact is authorized to represent that account. Once the date is expired, that contact will no longer display in the POS Authorized to Charge list of names.
Credit A/R Only field has a new selection “C = Charge required for sales and credits” which is only available if the "Charge Allowed" field is set to Y or P. With selection C, the only tender type available when a transaction for that account it totaled is Charge (except for ROA and Deposits). This is true for sales, credit memos, invoiced orders, recalled suspended transactions, layaways, etc. This new setting was designed to stop employees of organizations that are non-taxable and/or receive discounted pricing (usually municipalities) from using their employer's account to get a discount and/or avoid having to pay tax.
New RPPR report. The new Pricing and Rebate Plan Report prints customers' Category Pricing Plans (CPP) and Rebate Plans. This report requires a laser printer.
Orgill add items from ERP. Orgill ERP now has an option to add items to your inventory file when items on the incoming Orgil ERP are not currently on file. Items are added with information from the Eagle Orgill Catalog. Note: You must have the Orgill Catalog on your system to use this option. You must also have the Catalog Constants screen (MTCC) in Network Access set up for the Orgill catalog.
True Value Enhancements. Note that the new catalog fields will not be fully enacted until later this year. Tiered Pricing will not be fully enacted until January 2010. Until these features are fully enacted, the new fields and columns will be visible but unpopulated.
New Catalog Fields. Three new fields are now received with EFM and added to the electronic Catalog: Core, Retail Assortment Level, and Green Item. These new fields have been added to the Item Detail screen, Pricing Detail screen, and Item List (in this screen, you can select these columns in "Select Columns to View"). These fields have also been added to: Inventory Viewer (you must have option 8287 "Display the Inventory Viewer in expanded format?" set to H), Label Manager (Designer and grid), Purchasing posting grid, and the new windows that display when you click the new Catalog hyperlink in Inventory Maintenance.
Core items are items that are in a DTV assortment that are recommended for every hardware store to carry, based on market and store size. They are identified at the item level.
Retail Assortment Level. These levels indicate the depth of assortment:
Level 1 - Basic - The minimum merchandise selection to be considered "In the Business"
Level 2 - Expanded - A merchandise selection required to be considered as a destination location for the do-it-yourself customer
Level 3 - Dominant - A merchandise selection that offers a variety of choices including some professional grade products
Level 4 - Optional - Specialty assortments that can be selected based on brand preference, geographical conditions, or marketplace needs – such as specialty fencing or mobile home parts
Green Item. These are items that save energy and/or conserve resources such as water.
Tiered Pricing. The way True Value displays pricing is changing. This new system is called Tiered Pricing. There will now be four retailer costs and four corresponding quantities in which you can purchase items. The tiers will be listed as Tier 1, 2 3, and 4, referring to "each," "shelf pack," "case," and "pallet." They are visible in the Catalog, in Inventory Maintenance on the Pricing tab by clicking the Catalog Info hyperlink, and in the Inventory Viewer (you must have option 8287 "Display the Inventory Viewer in expanded format?" set to H.) Additionally, in Purchasing (MPO) and in the Suggested Order Report (RSO), when you are creating an order, the system automatically uses the correct cost based on the quantity being ordered. There is also a new thumbnail view in Purchasing that includes tiered pricing.
True Value Event Viewer changes:
The new columns Popularity Code and Cost Savings have been added.
The new column “Catalog Image,” which contains a hyperlink called Show Image if the True Value Catalog contains an image for that item. Clicking Show Image displays the image of that item (if there is no mouse, you can select Menu and select I “View catalog image” to see the image.) Note: option 2808 “Display the market download and direct mail viewer in expanded format?” must be set to Yes in order for this column to populate.
New option 3250 “True Value coupon SKUs are added as taxable?” Currently, this option only applies to True Value retailers. If this option is set to No, then coupon SKUs added through EFM and from the Catalog are added to Inventory Maintenance as non-taxable. If this option is set to Yes, the coupon SKUs are added as taxable SKUs. Note: the taxability of coupons varies by state.
Substitute and Referral items are now cross-referenced back to the original item in the True Value Catalog. The True Value catalog not only displays an item’s substitute/referral item, but the referral item is now cross-referenced back to the original item. For example, if item 123456 is not available, and if it has a sub/referral item which is 234567, you have always been able to see 234567 in the catalog "sub/referral" field for item 123456. Now, if you display item 234567, you see that this item is "substituted for" the original item 123456.
The new Analyzer tool in the True Value Catalog provides a Filter button on the Item List screen so that you can narrow your search based on fields you select. The Fields are:-
Green item Y/N
Core Y/N
Retail Assortment Level (1, 2, 3, 4)
True Value Whse Item Y/N
Retail Dept.
Multiplier >, <, or = a value
New option 9264 “Multiple Time Zones on System.” With this option set to Yes, POS supports local transaction time for Point-of-Sale transactions. The local time is calculated by adjusting the Eagle server time by a fixed number of hours controlled by option 9265 "Local Time Zone offset from Eagle server time in number of hours" (see option 9265, below).
Companion option 9265 “Local Time Zone offset from Eagle server time in number of hours” is where you enter, by store, the time offset from the server. Enter the time offset in hours. A value of 2 indicates the local time is two hours later than the Eagle server. A value of -3 means the local time for this store is three hours earlier than the Eagle server. For example, if the server is in eastern standard time (EST), you would enter -1 for a store in central standard time (CST), -2 for a store in mountain standard time (MST), and -3 for a store in pacific standard time (PST).
Note: Arizona and Indiana require manual adjustment when daylight savings time changes.
Document Scanning enhancement. The new option 3526 “Default Document Type for document scanning” allows you to define the default for the Document Type field in the Acquire dialog of the Document Scanning Queue function. Previously, this field defaulted to Other, and if you changed it to Customer Invoice, each time you pressed Aquire it was reset to Other, making it difficult to ensure that documents import as the correct type. This option allows all "kept by" methods (system, store, user, and terminal), and defaults to "by user," which means an accounts payable clerk can have it default to Vendor Invoice, an accounts receivable clerk can have it default to Customer Invoice, etc. The choices for this option are:
A = Backorder Pick Ticket
B = Customer Credit Memo
C = Customer Invoice
D = Customer Order
E = Customer Special Order
F = Estimate
G = Inventory Item
H = Loading Ticket
I = Mixed
J = Notifications
K=Other
L=Packing List
M=Pick Ticket
N=Purchase Order
O=Transfer
P=Vendor Invoice
Note: If you override the Document Type (change it to another type), that type is retained for that session of running the Document Scanning Queue.
Document Archive Viewer improvement. The Lookup button is now greyed out if option 49 “Eagle for Windows document scanning feature on system” is set to No. In addition, the existing lookup called “by SKU/Vendor/PO” has been renamed to “Scanned Docs – by SKU/Vendor/PO” and this viewer's title bar has also been renamed to 'Viewer – Document Archive Scanned Documents by SKU/Vendor/PO.'”
Enhancement to the INITAVG utility. The Osprey utility INITAVG now allows entering a Class so that you can initialize average costs on items for a single class.
New Osprey utility QRTRXCNT. This utility reports to the screen the document count for each range of journal numbers and invoice numbers for a given store. It allows you to determine if there is a range of numbers with low usage so that the MIV journal number and/or invoice number range can be changed to a more open range to avoid getting duplicate document number assignments. Note that this utility can take a number of minutes for it to process.
Three new options to help determine if an email recipient received their emailed document (PO, Statement, Invoice, or Order/Estimate). The options are 9191 “Blind copy email address for emailed Purchase Orders”, 9192 “Blind copy email address for emailed Statements”, 9193 “Blind copy email address for emailed Invoice & Orders.” In these options, enter an email address that will receive a blind copy (BCC) of the emailed document. A valid email address is of the form name@domain.net.
Note that in the case of POs, the BCC email address helps confirm that a given purchase order was emailed, but does not confirm that the vendor received their email. Also note that if you want to specify a separate in-house email address for each vendor, add a Contact with that email for the vendor setting the Purchase Orders flag to B (Receive email Purchase Orders as Bcc).
You can specify a default email domain in option 8707 and then set up options 9191-9193 with only the name portion of the email address. For example, if you specify 'my.domain.com' as your default email domain, and then in option 9191 you enter "joe.smith," the email address used for option 9191 will be 'joe.smith@my.domain.com'.
New option 3125 “Include store name on faxed statements.” Set this new option to Yes if you want to include the store name on faxed A/R statements. Setting this option to Yes is only necessary if option 260 "Print Store Name on Statements" is set to No, and you are faxing statements without a logo file and need the store name to print in the statement header. Note: Since emailed statements do not support logos, they will always include the store name regardless of how option 260 is set.
Deli label support is available in Eagle for Windows POS. Set option 120 "Support for Deli Label" to Yes. See the job aid "Deli Label Setup" for setup instructions.
Eagle Alerts enhancements.
The “Backup Failed” alert will now be given not only if backup itself fails, but if the system is unable to run the Shutdown process (of which backup is a part). The Notes field of the alert will display the reason why Shutdown failed to run (which is typically due to a report that is still running).
A new alert, “Hardware Failure,” is available on systems that have raid arrays or redundant hardware (i.e. Dell PowerEdge Servers). This new alert is displayed when the system detects a hardware failure during nightly maintenance. Failures reported include the system‘s fans, power supplies, and raid drives.
Note: Beginning on release 19, any user that is set up to receive the “Eagle System Error” alert will automatically receive (or receive by email) the two alerts described above.
New option 7308 “Days to keep Cash Drawer Balancing Viewer information.” This option controls how long cash drawer balancing data is stored. This option defaults to 999 days.
Document Scanning Queue enhancement. The Document Scanning Queue has a new “All/None” toolbar button (its keyboard equivalent is <Ctrl+A>). This enhancement allows you to check-mark all items in the grid with one single keystroke so that you can then press Archive to add all check-marked rows to the Document Archive. This new button toggles between checking the items in the grid to un-checking the items in the grid.
New Control Number Viewer. The existing control number display in the View General Ledger Detail (GINQ) window has been replaced by a true control number viewer. The T-Account button in GINQ now brings up this new Control Number Viewer. You can also access it from the Eagle Browser by entering CNV in the Launch bar, or by clicking “Control Number/T-Account Viewer (CNV)” in the General Ledger Daily Procedures sub-menu. This viewer allows you to see all entries associated with a control number on one screen, see more detail about every entry, export the data, and more. Once in the viewer, you can easily display the information for another control number without leaving the viewer. Accessing this viewer requires existing security bit 364 “View G/L account inquiry (GINQ), balances, and Control Number/T-Account Viewer.”
Easily make changes to a T-Account entry in the General Journal (GGMU). Option 9027 “Require use of the control number assigning "T-Accounts" entry in GGMU” must be set to Yes to use this feature. With this feature, when you want to change a General Journal (GGMU) entry, the system displays all entries with that same control number in the add / change T-Account window. This window allows you to make any change to the contents of the control number as long as the control number is in balance when it is posted back into GGMU.
Warning when deleting part of a T-Account entry in the General Journal (GGMU). Option 9027 “Require use of the control number assigning "T-Accounts" entry in GGMU” must be set to Yes to use this feature. If you try to delete part of a T-Account, the Eagle displays a warning message that all journal entries with that control number will be deleted. If you answer Yes, the system deletes the entire T-Account. This new feature prevents out-of-balance T-Accounts from being posted to the General Ledger.
G/L pass-off of inventory shrinkage adjustments. For ITR users, the Eagle now supports pass-off of inventory shrinkage adjustments to the general ledger by shrinkage type. Previously, the shrinkage pass-off from ITR could only be passed off by department or store. To begin using this new capability, you must do the following:
Set option 3061 “Create G/L trx’s from ITR records for standard inventory adjustments” to Yes if it isn't already
Finalize any existing Shrinkage adjustments by running General Ledger Passoff (GLP)
In the Set up G/L Passoff (GLSET) window, set up the "by shrinkage type" accounts you want to use. In GLSET you will see entries for each shrinkage type account by store. The Type column will say “Shrinkage Type by Store,” the St column will identify the store, and the ID and ID Description columns will display the one-character "type" assignment and definition you set up in the Shrinkage History Type Assignments window (accessible from the GoTo menu in Inventory Maintenance).
GLP uses the following hierarchy in determining the G/L account to which to pass shrinkage:
1st: if the GLSET entry for the Shrinkage Type by Store has an account, the change in inventory is recorded to that account
2nd: if the account for the Shrinkage Type by Store is blank, then GLP uses the account for the items's department (Dept – Shrinkage)
3rd: if the account for the item’s department is blank, then GLP uses the account for the item's store (Store – Shrinkage)
New Expanded Format for Profit and Loss Financial Statements. The General Ledger Profit and Loss Financial Statements have been enhanced to take advantage of the Expanded Format Reporting functionality of your Eagle system. Prior to this enhancement, the maximum number of columns supported on GL Profit and Loss Statements was four (with or without ratios). The new expanded format is a six-column P & L with ratios. The additional columns provide room for multiple sets of the comparative figures you choose (e.g. budgets, prior year, prior period, variance, etc.), presenting them side-by-side with your current period and year-to-date figures, resulting in a more informative P & L. Use the General Ledger Statement Specifications (GSMU) window to set up a new P & L Statement Specification or modify an existing one, as follows:
Select the Data Type (A=Actual, B=Budget, V=Variance) to be print in columns 1 thru 3. Data type “V” is valid only in the 3rd column and indicates the column will be calculated as the variance, or difference, between the values in columns 1 and 2.
Select Curr/YTD (C=Current, Y=YTD) for each column where you have selected a data type of “A” or “B.”
Select the Fiscal Year by entering a positive or negative value (relative to the current year) for each column where you have selected a data type of “A” or “B.” Leave blank for the current fiscal year.
For any column where you have selected a data type of “B,” enter the desired Budget Code in the Budget Code field for that column.
Set “Print Next Run?” to “X” (toggle thru the valid values until “X” appears) to specify the Expanded Format Statement.
The Expanded Format P & L reporting process produces the six-column statement from the three-column statement specification (any settings for column 4 are ignored) as follows:
Report columns 1 through 3 are populated according to the statement specifications for columns 1 through 3.
Report columns 4 through 6 are populated automatically by referencing the same statement specification settings (columns 1 through 3) after toggling the Curr/YTD setting for each column. For example, running an Expanded Format P & L for a statement specification with column 1 set to “C,” column 2 set to “Y,” and column 3 set to “Y” produces a 6-column P & L where column 1 contains “C”=Current values, column 2 contains “Y”=Year-to-Date values, column 3 contains “Y”=Year-to-Date values, column 4 contains “Y”=Year-to-Date values, column 5 contains “C”=Current values, and column 6 contains “C”=Current values.
Note: Both Standard and Expanded Format Financial Statements may be selected within a single Financial Statement Report (RGFS) job; however, because the output is of each type has different spooling, printing, and viewing requirements, your Eagle system automatically separates them. When this occurs, and you have specified that the report be spooled, two line items will display in the spooler, one containing the standard format and the other the expanded format.
The following are the new or modified security bits for Release 19.
Bit 670: This existing security bit has been changed to a manager override bit. Thus, the description has been changed to “(MO) Ability to change the Terms, Tax, Salesperson, and Resale # in POS.” This bit works in conjunction with the new bit 889 “(MO) With bits 670 & 889, allow change. With bit 670 only, MO required.”
Bit 734: "Ability to view/change cost or retail in WinMPO and WinMRV." When set to No, the cost and retail fields will not show in the posting area or grid. Nor will the P.O.'s total cost show on the header or posting screen. This applies to both creating a P.O. and receiving a P.O. This bit also applies to Advanced Receiving Windows MRV (the MRV piece won’t be implemented until release 19.1).
Bit 889: "(MO) With bits 670 & 889, allow change. With bit 670 only, MO required." This new bit controls the ability to change the Terms, Tax, Salesperson, and Resale Number fields in the POS header. If a clerk has bit 670 and 889, they can change these fields. If a clerk has bit 670, but not 889, they can change these fields but only with a manager override. If a clerk does not have bit 670, then bit 889 has no effect. When 670 is No, these fields will be greyed out.
Bit 684: This existing security bit has been reworded to “(MO) Ability to bypass mandatory tender(s) on POS Refund” ” to extend it to control the ability to cancel out of the totals prompt to issue a gift card when the customer is due a refund.
Bit 885: "Allow user to manually enter account number in customer quick add." This new bit allows the user to manually enter a customer number in the customer quick add field. If this bit is set to No, the customer number field is not accessible to the clerk and the terminal must be set up within Customer Maintenance with the option to auto-assign customer numbers. If this security bit is No and the terminal is not set up to auto assign customer numbers, the clerk cannot add a user in customer quick add. Also note that if this security bit is set to No a clerk cannot enter a customer number to display and change customer information.
Bit 886: "Ability to make changes on the Sales tab of Customer Maintenance." Setting this bit to Yes allows the user to change values on the Sales tab of Customer Maintenance.
Bit 887: "Change/Delete physical inventory counts for other users." This new bit controls the ability for a user to change or delete a count entered by a different user. Set this bit to No to disallow changing or deleting a count done by someone other than the user who entered the count. This security bit is checked in Windows Physical Inventory Posting (PIP), RF PIP Mode, File Maintenance Mode (not until release 19.1), and Eagle Mobile Physical Inventory (not until release 19.1). Note: Since this bit was not implemented in legacy PIP/QPIP you should set security bit 890 “Access legacy physical inventory functions PIP/QPIP” to No.
Bit 888: “Display/Change retail in Eagle Mobile Receiving.” This new bit controls the ability to view and change the retail in Eagle Mobile Receiving. When set to No the item’s retail will not display. (This security bit will not be implemented until release 19.1)
Bit 898: "Add/Change/Delete Enhanced Price Formulas." This new bit allows you to use the Add, Change, and Delete keys in Maintain Price Formulas screen in Item Price Changes (IPC).
Bit 890: "Access legacy physical inventory functions PIP/QPIP (Eagle for Windows users only)." This new bit allows you to access Legacy PIP and QPIP. If a clerk has this bit and bits 420 and 423 then they can access legacy PIP and QPIP. If they do not have this bit, they will not be able to access legacy PIP or QPIP. The ability to access E4W Physical Inventory (PIP) requires just bit 423.
Bit 899: This new bit allows you to "Access Pending Transfers Viewer."
Bit 900: This new bit gives you the "Ability to run zero loyalty gift card value utility."
Bit 901: "Allow transfer from outside store group." This new bit only applies to "Sourcing by Transfer" and if option 9238 "Default 'From Store' to a specific store group or all stores?" is set to G (group). This bit determines if a store outside of the normal transfer store group can be used when sourcing by transfer. Refer to option 9238 for more detail.
Bit 903: "Allow sales transaction register report." This new bit allows access to the new A/R Transaction Register report (RTR).
Bit 904: "Allow Pricing and Rebate Plan Report." This new bit allows access to the “Pricing and Rebate Plan Report (RPPR).”
Bit 909: "Add Multiple Ship To accounts in POS." If this new security bit is set to Yes, the clerk can access the “Add Ship To Record” choice in the Misc Menu of the Multiple Ship to Viewer within POS.
Bit 910: “Change the vendor on a purchase order.” If this new security bit is set to Yes, and security bit 212 “Change purchase orders” is also set to Yes, you can change the vendor on an existing purchase order.