What's New on Release 20What's New on Release 20Accounts Payable enhancement. Vendor reference numbers in New A/P Transactions (ATMU) and invoice numbers in Posted A/P Transactions (AVIQ) can now support up to a 20-character invoice number. Print Checks (APCM) can now have up to a 15 digit check number. These changes are also supported in legacy/network access AP.
Alternate Tenders enhancement. The number of alternate tenders has been increased from 6 to 10.
New Dynamic Promotions application. This new feature is used for promotions in which another item must be sold to activate the promotional price, such as buy one get one free, buy one get one at 50% off, etc. You build dynamic promotions by creating Item Lists so that the system knows which items are involved in which dynamic promotion. Note that the sale price does not show during POS posting, but it prints on the receipt and is saved in QuickRecall. Dynamic Promotions also supports two other types of special promotions: the ability to discount the highest priced item on a transaction by an amount or percentage and also the ability to give a discount off the entire transaction, both of which can require entry of a coupon sku before the promotion will be given.
Farm Plan Program. Farm Plan is a sales financing program with revolving credit, associated with John Deere Credit. Eagle connects in real-time with Farm Plan for authorization at POS, and passes off invoice data. The benefits of Farm Plan include:
Real time point-of-sale experience, eliminating end-of-day batch processing
Integrated solution with direct transmission of transaction details from the Eagle, thus doing away with double entry
Reduces transaction rework or errors, enabling consistent funding
Less back office administration, allowing for greater productivity
Immediate credit decisions at point of sale, reducing the need to accept transaction liability
Saves time and money by not needing to send monthly invoice copies
Debit cards can now be used on credits. Eagle now supports Debit on credits. Therefore, if you want to process a refund back to a customer’s debit card instead of giving cash or a gift card, then set the Option "Alternate tender X available on Credit transaction?” to Yes. Note: It is possible that the Protobase Merchant file may need to be modified to use this feature.
New option 9350 "Print clerk's name on POS receipts." If you want the clerk's name to print at the bottom of receipts, enter the label you want to precede the name in this option. User Name is 24 characters, so you have a max length of 16 characters for this label. Leave this option blank if you do not want the clerk's name to print on receipts. Note: If option 9299 "Show Sales Rep field in the POS" is set to Yes, the name that prints is the sales rep entered on the transaction. If no sales rep has been entered on the transaction, the name of the clerk entering the transaction prints.
New option 3120 "Note/Text to use for POS Loading Ticket Receipt." If you want to add text to print on Loading Ticket receipts, then in Options Configuration, click Misc and select Z "Maintain user-defined notes/text" to define the text. Be sure that you format it to account for the receipt print line being a max of 40 characters. The amount of lines you can add is unlimited. Then enter the Note ID you gave to this text in this option.
POS prints this text on the Loading Receipt after the last item and before the final lines for document # and customer number. Below are examples of text you may wish to print on loading ticket receipts:
Loaded By: ____________________
Text of damage waiver
Signature line for damage waiver
Note: This option only applies to loading tickets printed to a receipt printer. Large ticket loading tickets printing to an invoice printer can accomplish the same using a logo image of text.
New option 9338 “POS Order Viewer – Do exact match on Short ID lookup.“ This option applies when doing a lookup by Short ID in the POS Order Viewer for multiple types of transactions (when a value is entered in the Short ID and the Type field is set to ALL, B + E (bids and estimates), or O & S (Orders and Special Orders)). Set this option to Yes if you want to see only the transactions whose Short ID matches exactly the value entered in the Short ID lookup field. For example, if you created an order and a special order for a cash customer and entered their phone number in the transaction Short ID field, you will enter their phone number in the viewer’s Short ID field and set Type to O+S (orders and special orders). The grid will display only that customer’s Order and Special Order. Set to No if you do not want to do an exact match on Short ID when looking up multiple types of transactions. Using the example above, the system will start on the value entered in Short ID showing matches (if any) followed by all orders on the system in short id sequence, likely not showing any special orders until many pages later. Thus, you will potentially have to scroll down a long way to see the transaction you are looking for. Note: A lookup using Short ID for a single transaction type will always use the value entered in the Short ID. This means that the viewer will show all matches followed by all transactions of that type in sequence by short id. Best business practice is to set this option to Y.
Three enhancements in POS Customer QuickAdd. These enhancements only apply if you have option 3509 “Allow access to customer contact fields in Customer Maintenance” set to Yes.
New option 9140 “Where to place e-mail address from POS Customer QuickAdd” that allows you to add the e-mail address entered on the POS Customer Quickadd screen as the e-mail address for A/R statements (note type 10) and/or the e-mail address for Invoices/Orders (note type 11), in additional to the already existing logic to add it to the first contact on the Names tab. If you select S, the e-mail address entered on the QuickAdd screen is added to note type 10. Similarly, if you select I, the e-mail address entered into the QuickAdd screen is added to note type 11. If you select both S and I, the e-mail address is added to both not type 10 and note type 11.
New option 9130 “Additional fields to include in Customer QuickAdd.” This option allows you to add additional fields to POS Customer QuickAdd dialog (1=Resale Code/Tax Exempt #, 2=Resale Code/Tax Exempt Expiration, 3=Tax Exempt Type, 4=Pesticide License, 5=Pesticide License Expiration, 6=Tax Override Plan, 7=Set Taxable to No, 8 = Birth Month). You must select the <Additional fields> button to enter these additional fields. Note: If choice 7 is selected, the Taxable flag doesn’t display in the Additional Fields window; the system simply sets the customer’s Taxable flag to No if a Resale/Tax Exempt # is entered for that customer in POS Customer QuickAdd.
New setting available for option 9385 “Append Special Order Items to specific Purchase Orders(s) Now?” The new choice is A – Do not ask. Append items to PO’s immediately. This means the system will no longer ask you if you are ready to append the special order items to purchase order(s) when totaling an Order, Special Order, or Service Order transaction that has special order items designated to be added to a purchase order.
New setting available for option 9059 “Show expanded customer balances in the Customer Details dialog.” The new choice is S – Yes, plus sales history, which tells the system to show not only what choice Yes shows (which is future balance, current balance, running balance and statement balance) but also these additional fields: MTD Sales, MTD # Trans, MTD GP%, MTD GP$, YTD Sales, YTD # Trans, YTD GP%, YTD GP$, LY Sales, LY # Trans, LY GP%, and LY GP$.
Important: The number of transactions for PTD and LYR requires a query into QuickRecall since that number is not available in Customer Maintenance; therefore, you may see a noticeable delay after selecting a customer in POS, especially if you have high transaction volume.
New Timed Promotions feature (supported on Eagle OS servers only). Use Timed Promotions when a promotion price is only honored within a beginning and ending time that you specify. This is in contrast to standard promotions which are honored by date rather than by time. Option 9381 “Allow use of timed promotions” must be set to Y in Options Configuration. You set up Timed Promotions in the same window in which you set up other promotions, the Modify Item Promotions (MIP) window. You can even create a timed promotion inside of another timed promotion.
New Maximum Units promotions. Set option 9383 “Allow use of Maximum Units promotions” to Yes if you want the promotion price to only be given to a customer at the time the item is posted in POS if the Max Units entered on the promotion in Modify Item Promotions hasn’t been reached. Once the specified number of units or end date is reached, whichever comes first, the promotion price is no longer considered at POS. Note that the "maximum" refers to maximum units per store. It is not a maximum per transaction or a maximum per customer. See the online help topic “Allow use of Maximum Units promotions” for additional information as well as limitations of this feature.
QuickRecall enhancement. When viewing a POS transaction in QuickRecall after pressing Display, you can now see all bankcards/giftcards that were used on that transaction. Previously, Misc Menu 5 “View Bankcard Number” only displayed the first bankcard that was used.
New setting available for option 9285 “Expired Resale Code/Tax Exempt # Action.” The new choice is X - Warn and continue with non-taxable transaction for X days. This means the system will notify the clerk if a customer’s tax exempt/resale code has expired, letting them continue as a non-taxable transaction as long as they are within the grace period. Once the grace period is over, if that customer makes a purchase and their exempt/resale code is still expired, the clerk is informed of the expiration and the system automatically changes the transaction to taxable. Enter the grace period in new Option 9286 “Grace period for expired tax exempt/resale code”.
New option 9489 “Field label for 'Resale' in Eagle for Windows.” This option determines whether the system uses the term Resale or Tax Exempt in Eagle for Windows. Set to R to use the term Resale, Resale Code, and Resale Expiration Date in the places where this term applies - as a field on a screen and in messages. Set to T to use the term Tax Exempt, Tax Exempt Code, and Tax Exempt Expiration Date instead of Resale in these places.
Refinement for when POS Sellable field is No and Returnable field is Yes. Previously, when an item’s POS Sellable field is No and its POS Returnable field is Yes, you could neither sell nor return this item regardless of the return type. POS now allows this item to be returned as long as the return type is Return or Defective Return. Doing an “exchange for defective” is still not permitted.
New option 9527 “Returns Validation - Use original sale's tax code on return.” When this new option is set to Yes (Epicor recommends Yes), the system uses the original tax code (the original sale’s line-item tax code, and if blank uses the transaction header’s tax code) when posting a validated return. This improvement addresses these different scenarios:1) Returned to the same store as original purchase, but the tax rate has changed since originally purchased. In this case, you MUST keep the original tax code with the old rate on file, and add a new tax code with the new rate. 2) Item was purchased in store A that uses tax code A with rate A, and is returned to store B that uses tax code B with rate B. The system uses the tax code of the original purchase. 3) On the original sale, you overrode the tax code at the header or line item level. 4) If the original transaction was non-taxable (e.g., a resale account), and the customer is now taxable (or gets changed to taxable because their resale code has expired).
Note: The system uses the original purchase’s tax code, but the current rate in Maintain Tax Codes (MTX) is the rate used. Thus, it is important to keep and not alter the original tax code with the original rate.
New option 5448 “Warn if invoicing special order that has items which haven’t been received.” This option is for Advanced Special Orders and Customer Order Management (COM) users, and allows you to set up a warning in POS totals if trying to invoice a special order transaction that has one or more items which have not yet been received. The clerk has the ability to continue or not. If the option is set to Y, the warning is given and defaults to N for continuing; if set to C, the warning is given and defaults to Y for continuing; if set to N, there will be no check for not-yet-received items and no warning. This warning applies to both invoicing in totals and partial invoicing.
This warning applies to:
Items linked to a purchase order that has not yet been received (has not been received and finalized by RRP)
Items assigned to the BUYERS list awaiting assignment to a purchase order
Items received, but only partially, and the PO has backorder = Yes
Items linked to a reserved purchase order header, but not yet appended to it
Items linked to an existing purchase order, but not yet appended to it
This option only applies to items listed on a Special Order type of transaction. It doesn’t matter if you have COM (option 76 may be Yes or No).
If you use <Invoice> on the Finish Special Order menu and have items which haven’t been received, the message: “All items have not been received.” with choice to continue. If you select Yes to continue, you are taken to the totals screen to finish invoicing the special order. If you select No, your screen returns to the Finish Special Order Menu (at this point you would Cancel to re-display the posting screen, and then partially invoice just the items which have come in).
If you are using partial invoicing, at the point you select an item to be invoiced if it hasn’t been received, the message “This item has not been received. Do you want to invoice it?” displays. If you select Yes, the Code is set to I as usual, and is invoiced when you press Total. {remove line feed} If you select No, the Code is NOT set to I, thus is NOT invoiced when you press Total.
New option 9521 “Format for tax breakdowns on POS receipts.” This option is only relevant when existing Option 8631 “Print tax breakdowns on POS documents” is set to Yes. When option 8631 is Yes, the system prints a breakdown of the total tax amount if it is made up of component taxes and/or line-item tax codes. Each tax code and its tax amount print on all POS documents (invoices, orders, receipts, credit memos, etc.) The Totals area prints only the total tax amount. This option (9521) allows you to select the format of the line which prints for each tax code. 1 = The tax information for each tax contained in a transaction is formatted as "{tax code} {taxable amount} @ {tax rate} = {tax} (Note: This format is not supported on enhanced forms at this time). This format also applies to GST and PST. 2 = The tax information for each tax contained in a transaction is formatted as “{tax code} {tax location} {tax}.For GST and PST, the format is "{tax location} {taxable amount} {tax}."
New columns in Customer Returns Viewer. The new columns are Customer Name and Short ID/Phone #, which will be helpful in identifying customers (or employees) who may be abusing a returns policy.
New option 9499 “Print defective return receipt for item returned/exchanged as defective.” Set this POS option to Yes to print a separate “* * D E F E C T I V E **” return receipt any time an item is returned at POS as "returned defective" or "exchanged for defective." The system prints one defective return receipt for each item returned, showing the quantity returned, and also the reason returned (if you are using option 8414 "Prompt for return reason?"). See the topic “Print defective return receipt for item returned/exchanged as defective” for more information and a sample receipt. Note that option 5481 "Print a store copy receipt for returns" must also be set to Yes.
Enhancements for handling tax exempt customers in POS. The following enhancements only apply if you have option 5472 “Tax Exemption – Applies to which customers?” set to A (All) or F (Based on Tax Exempt Type) and Option 8225 “Tax Exemption – Applies when?” includes choice T (Customer’s Taxable flag is No).
The existing field in Customer Maintenance “Farm/Ranch Customer” has been changed to “Tax Exempt Type” to allow a tax exempt customer to be categorized by type and to allow for different tax-exempt verbiage by Tax Exempt Type on the signature pad and on receipts. The tax exempt types are: Y = Farmer/Rancher, G = Government, R = Resale, P = Not for Profit, V = Disabled Veteran, O = Other Tax Exempt. Note: The tax exempt verbiage has to be downloaded to each pin pad device.
New logic asks the POS Clerk if a "may be taxable" item is taxable or not when sold to a non-taxable customer. For more details, refer to new options 9523 “Ask if ‘Taxable?’ when selling normally taxable item to Tax Exempt cust” and 8255 “Tax Exemption - Use Customer's Tax Code for non-taxable sales.”
POS also prompts the clerk to enter a ‘tax override reason’ when selling a normally taxable item as non-taxable. Refer to new options 9524 “Prompt for tax override reason?” and 9525 “Add/Change user-defined tax override reason codes” where you pre-define the override reasons. The code for the tax override reason displays in the Item User Codes column of the QuickRecall Viewer with Details checked, and in the User Codes column of the QuickRecall Document Viewer.
POS Customer Quick Add has new fields added to it on the <Additional Info> dialog for easier setup/maintenance of this information for a tax exempt customer (refer to the description above for option 9130 “Additional fields to include in Customer QuickAdd” for more information).
New feature “Directed Refunds." When you validate a return against a prior sale using Returns Validation, Directed Refunds streamlines the return process by directing the clerk to tender the return based on the original purchase tender type. When a return can't be validated against a prior sale (due to lost receipt, original sale occurred too long ago to allow the original form of payment on refunds, etc.), Directed Refunds can direct the clerk to issue a gift card.
Streamlined Returns. Returns handling can be streamlined by setting new option 9537 “Returns Validation with Receipt” to Receipt (or C for original bankcard card, or B for both receipt or bank card). This tells the system that as soon as the clerk presses <Credit> (on a Credit Memo or when posting a return to a Sale or Order), to display a dialog asking the clerk if the return is being done with the receipt, original bankcard (optional), or with no receipt. Note: The ordering of the choices is this dialog can be controlled by Option 9538.
If the clerk selects ‘Return with Receipt,’ the clerk scans the barcode or enters the document number of the original sales receipt.
If the clerk selects “Return with Bank Card,” the clerk swipes or types in the bank card used in the original sale.
If the clerk selects “Return with No Receipt,” the system displays the regular Returns Validation dialog window which shows the eligible return items for that customer.
Once the original receipt has been scanned as each return is posted, the system finds that item on the original transaction and posts the return against it.
Note:
If the SKU being returned is not on the transaction whose receipt they scanned, you can cancel the return process, or indicate the eligible returns of that item for that customer.
If you scan a receipt older than the number of months set in option 8307 ‘# of Month's activity to use in Returns Validation,’ the regular Returns Validation dialog displays.
With a return created for the Default Cash Customer when the original receipt is for a different customer, the system changes the transaction to that other customer; however, if the transaction is started for a customer other than the default, and the receipt is for a different customer, the system asks if you want to change the customer.
If the sku being returned is on the original transaction multiple times (or on multiple transactions paid for by the same bankcard) the system displays the returns validation dialog listing only the instances of that sku on that original transaction.
If security bit 963 “(MO) Allow returns without a receipt/original credit card” is set to No and the clerk selects "Return with no receipt" and the return is for the Default Cash Customer set up in option 330 "Default Customer Number," a manager override will be required to do the return. The system displays all eligible prior purchases in Returns Validation. An override is also required if bit 963 = No, and the clerk selects ‘Return with Receipt’ but the item is not on that original transaction or has already been returned.
In-Store Gift Cards no longer require ProtoBase. You can now take advantage of In-Store Gift Cards even if you do not have ProtoBase credit authorization software.
Cash Drawer Balancing Viewer enhancement. Electronic Check Conversion (ECC) checks are now reported separately from non-ECC checks. New option 1069 “Record ECC and non-ECC checks separately in Cash Drawer Balancing” must be set to Yes to activate this feature to require clerks to enter a count and amount of both ECC and Non-ECC checks in the drawer. The existing check columns remain the total of both ECC and Non-ECC checks. The new columns to report ECC and Non-ECC separately are: Non-ECC Checks, Actual Non-ECC Checks, Non-ECC Checks Diff, ECC Checks, Actual ECC Checks, ECC Checks Diff, # Cashed ECC Checks, # Cashed Non-ECC Checks, Cashed ECC Checks, Cashed Non-ECC Checks, # ECC Checks, and # Non-ECC Checks.
Inventory Balancing Report (RIB) has three new enhancements.
RIB now supports PO Season Codes so that seasonal items are only checked for an understocked condition when they are in season. If desired, you can use understock option I - Ignore PO Season code to allow out-of-season items to be included in Stock Transfer Balancing.
From/to range for Alternate Vendor. When you use this range, only the items with an alternate vendor falling in the specified range are selected. In addition, as long as Option O is not used, the Vendor Order Multiple is used in calculating the amount understocked.
New “understock” rule on the Understock page of the RIB report screen “Understock qty is ___ or less and cost is less than $___.” This rule prevents the system from transferring low cost items (which is not cost-effective) unless they are understocked more than a certain amount. Note: The cost used in this rule is determined by option 102 “Cost Used in Calculations.”
Alternate Tenders enhancement. The number of alternate tenders has been increased from 6 to 10.
Enhancement to assigning store numbers to serial numbers (for multistore users). Level 19 introduced option 8990 “Require Store when adding Serial #'s“ which allows assigning the store in which a serialized item exists, so that selling a serialized item only shows the serial #’s for that store. However, if you already had serial numbers in the system, you had to assign a store number so they would display in POS. On release 20, new option 8988 “Show only the serial #'s for this store when selling a serialized item” has been added so you can designate that you want to display both the serial numbers for your store as well as the serial numbers that don’t have store numbers assigned. Setting this option to No gives you the ability to sell in any store those existing serial numbers that have no store assigned, while newer serial numbers that have a store assigned are only sellable in that specific store. If you set this option to No, you would then change it to Yes once all available serial numbers have a store assigned. Alternatively, you can set this option to A – Display all serial numbers regardless of store assigned.
New option 9477 “Store specific fields to copy to synchronize with other stores (MVR).” This option is for Multistore users, and allows you to have specific changes done in Vendor Maintenance for one store copied to one or more other stores. This option works in conjunction with new option 9478 “Default store group for 'Copying store specific fields' in MVR” to determine the default list of other stores to change. Note: For choices C, G, H, O, P, V, 4, and 5 (each of which represent a group of fields), if only one of the fields in a group is changed, the system updates all of the fields in that group.
An important point is that Vendor Maintenance already has the ability to copy changes to All stores. This is accomplished by setting the MVR Store field to the value of ALL prior to pressing <Change>. This functionality still exists and is mutually exclusive from this new option, which should be left blank to continue using the existing Store=ALL behavior. If you make some selections in option 9477 and press <Change> in Vendor Maintenance with Store=ALL, you will get this error message “Change with Store=ALL not allowed as you are using Option 9477.”
Reasons you may want to begin using Option 9477 instead of using the Store=All method:
Using Store=All copies all of the fields listed in option 9477 to all stores in which that vendor exists, even if the field was not changed; thus, it copies all of these fields from the store being changed to all other stores. Use this method if you want the vendor record (except history) to look exactly the same in all stores.
New option 9477 gives you greater flexibility and control. You get to choose which fields you want to keep the same in the other stores, and leave other fields as store specific. Furthermore, you can keep fields the same in a subset of stores.
New option 9478 “Default store group for 'Copying store specific fields' in MVR.” This option works in conjunction with option 9477 "Store specific fields to copy to synchronize with other stores (MVR).” (as described above). Enter the store group code for the list of stores that you would like to have as the default list when using the feature to "Copy store specific fields to copy to other stores" in Vendor Maintenance." Enter the store group with a leading G (from G1 to G99). To set up a store group, click the Misc button in Options Configuration, and click on "Maintain Store Groups."
New option 9488 “Keep vendor contacts the same in all stores?” This new option for multistore users allows you to tell the system to keep vendor contacts and their information the same in all stores When a contact in one store is added, changed, or deleted the system will do that change to the current store and then copy all of that store's contacts to all other stores doing a complete replace of all contacts in the other stores (not a merge). When set to No, adding, changing, or deleting a contact is only done in the current store.
New option 9453 “Delete extended description/notes when an inventory item is deleted?” This option tells the system to delete the Notes (extended descriptions) for an item when that item is deleted. In the case of a multistore system, they are deleted once the item has been deleted from all stores. This new option defaults to Yes, thus you will see this new behavior immediately unless you change this option to No.
Prior to this option, extended descriptions didn’t get deleted when the item they were attached to was deleted., which could cause problems in the future if that same SKU were re-used, because it would still have the old extended description attached to it.
Additional information if this Option is set to Yes:
The notes are deleted when the Ext Desc Group matches the SKU of the item being deleted.
With this option set to Yes, when an item is deleted, if the item’s Ext Desc Group name (on the Inventory Maintenance Codes tab) matches the SKU, then the system will delete all of the inventory-based notes for that item (types 1, 2, 3, 4, and 8). This applies to items deleted in Network Access IMU, Network Access LOD, Inventory Maintenance, and SHRINK.
New option 9479 “Allow entry of vendor's description in Inventory Maintenance Vendor tab.” Set this option to Yes if you want to allow the user to enter a vendor specific item description for an item on the Vendor tab of Inventory Maintenance. This description is used instead of the normal item description when using the Purchase Order Format Report (RPO) to print, fax, or email a PO to that vendor. Thus, the only place this alternate description is seen is on the RPO output. When this option is set to Yes, two new fields, Desc Line 1 and Desc Line 2 display in the vendor information grid of the Vendor tab. To have RPO use the vendor’s description, you must be using Laser PO and select Print Option X “Print Vendor’s Description.”
“POS Sellable” field in Inventory Maintenance is now store specific data. This change is for multistore users, in particular those with stores in different states. This is useful for items such as ammo which may be sellable in one store but not sellable in another store.
Enhancement to Physical Inventory Posting (PIP). You can now add a Note to define why a physical inventory adjustment was made. There are two new security bits for this enhancement: bit 955, which controls the ability to enter and view PIP notes, and bit 956 which controls the ability to add, change, or delete a note. When the Physical Inventory Report (RPI) finalizes that count/adjustment, the note follows into ITR and is viewable on that adjustment entry. In PIP, you can add a note as you are adding a count or adjustment by pressing <Add Note> in the Add dialog, or after a count/adjustment has been added by clicking on the Add Note hyperlink in the grid’s Note column (Note: this column is initially hidden, thus you need to add this column using ‘select columns to view’ and then save the view). The Misc Menu also has an entry for ‘View/Add/Change/Delete Note’ if you don’t have a mouse to click the hyperlink. Once a note has been added to a count record, the Note column contains a hyperlink that is the first 32 characters of the note. You can click it to modify the note, delete the note, or to view information about it such as when and by whom it was created or updated. If you want to add the same note to other adjustments (e.g., numerous items on a shelf were broken), place a check mark by those adjustment records, click the Misc Menu, and select “Add note to check boxed rows.“
ITR enhancements.
You can add a Note to any ITR entry in the following ITR Viewers: By SKU, By GL Passoff, and By Category. Security bit 957 controls the ability to view ITR transaction notes, and bit 958 controls the ability to add/change/delete ITR transaction notes. You can add a note by clicking the Add Note hyperlink in the grid’s Note column (Note: this column is initially hidden, thus you need to add this column using ‘select columns to view’ and then save the view). The Misc Menu also has an entry for “View/Add/Change/Delete Note” if you don’t have a mouse to click the hyperlink. Once you add a note to a count record, the Note column contains a hyperlink that is the first 32 characters of the note. You can click it to modify the note, delete the note, or to view information about it such as when and by whom it was created or updated.
The “PO #” column in ITR now includes the Customer PO# if one was entered on POS Sales and Credits. For receipts from Purchasing & Receiving, this column contains the purchasing PO #, except for invoiced special order items sourced by a PO, in which case the ITR PO # column contains the purchasing PO # upon which that item was received.
New option 9495 “Promotions starting within this number of days are considered upcoming.” This option indicates the number of days the system will use to determine if a promotion starting in the future is consider upcoming/imminent. For example, a value of 30 days means that any promotion starting in 30 days or less is considered upcoming.
You will be notified of upcoming promotions in various applications:
In Inventory Maintenance on the Codes tab, the Promo Sales Code field label will be preceded with a plus sign (+) if the item is on an upcoming promotion. Click the hyperlink to see what that upcoming promotion is.
In Inventory Maintenance on the Pricing tab, the Promotion price field label will be preceded with a plus sign (+) if the item is on an upcoming promotion. Click the hyperlink to see what that upcoming promotion is.
In Inventory Maintenance, the Misc Menu’s “Display Quantity Break and Promotion Pricing” dialog will also show upcoming promotions that include the displayed item.
In Purchasing & Receiving in the Posting grid, there is a new column “Current/Upcoming Promos” which is initially hidden. This new column will show a value of Yes if the item has a current standard promo price, or a current loyalty promo price, or a current special promo price, or has an upcoming promotion. The Yes is a hyperlink that, when clicked, brings up Inventory Maintenance’s Misc Menu "Display Quantity Break and Promotion Pricing" dialog. This functionality requires that option 8285 “Display the PO create/maintain posting grid in expanded format?” be set to Yes.
On the Suggested Order Report (RSO), the promo indicator flag in the field labeled “MSOP1234” will show a U if the item is on an upcoming promotion. The hierarchy for this flag is P if on a regular promo, L if on a loyalty promotion, and U if on an upcoming promotion.
Increased number of lines on a purchase order. You can now have more than 9999 lines on a single PO.
Show total dollars received on a status R purchase order. You no longer have to run an RRP to find out the dollar amount of just the quantities being received on a status R purchase order. Now, the Misc Menu option 8 “Show total dollars received” displays this information. If the PO has a PO Adder, it will be included in the total.
Inventory Viewer has a new lookup called “Alternate Vendor.” This lookup allows you to see all items which can be purchased from a specific alternate vendor. To use this feature, you must enter a value in the selection field of Alternate Vendor. In addition, the alternate vendor and its part number will be placed in the Alt Vendor 1 and Alt Part 1 columns. Neither the Alt Vendor 2 & 3, nor Alt Part 2 & 3 will be populated when using the Alternate Vendor lookup.
Two enhancements to the Purchase Order Viewer.
Lookup for “SKU/P.O.” now includes a selection field for Alt. P.O. # (therefore this lookup is now called “SKU/P.O./Alt PO #”). The Alt P.O. # is an existing field on the Purchasing and Receiving (MPO) header screen in which you can manually enter a value, or in the case of Ace it is populated by ERP and REVPO. When a value is entered in the Alt PO# field, only those PO’s that have that value in the MPO header record’s Alt PO# field display in the Purchase Order Viewer.
Show line items from multiple POs. You can check mark multiple POs in the PO Viewer so that when you click Drill/F3, the PO Detail Viewer displays the lines on all of the check marked PO’s. Prior to this enhancement, using Drill/F3 in the Purchase Order Viewer would bring up the Purchase Order Detail Viewer with the lines of the PO highlighted.
New option 9456 “Keep four years of promo and sales history.” Epicor must activate this option, which tells the system to keep a total of four years of sales history, promotion history, and markdown history (requires Option 9384 “Allow use of "markdown" promotions in units sold). The system actually keeps 49 months so that there are the previous 4 years, plus this month 4 years ago. This additional sales history is only viewable in Compass and the Purchase Order Worksheet. Note: If an item’s Count Promo Sales field is set to No in Inventory Maintenance, promotion sales are not reflected in the additional sales history buckets 27-49, just as they are not in the existing sales history buckets 1-26.
New Tally type G for Gas. Use Tally G for the sale of gasoline at locations with gas pumps where gas sales are not coming into the Eagle with a 3rd party integration (i.e. Gasboy). The clerk posts gas by entering the gas SKU and the pump’s total price into the Price field. The system then calculates the quantity sold to three decimal places by dividing that total price by the price per gallon in Inventory Maintenance. If the clerk enters the gas SKU without a price, the system displays the message “Enter the Total Gasoline Sale amount.”
Note: Even though the quantity calculates to three decimal places to ensure that the Qty x Price matches the pump total, the QOH and Sales History will reflect a quantity sold rounded to 2 decimal places.
For example, a gas sku with Retail of 3.60 posted in POS entering the pump total price of 45.75 will post with a quantity sold of 12.708 gallons. The QOH of the gas sku is decremented by 12.71 and current the period’s sales units is incremented by 12.71.
New Item Lists feature. Item Lists allow you to create a customized list of SKUs, which is then used to select the items to include in a particular process or report. You would use an item list when the standard from/to and code selection criteria are not sufficient for selecting the items you want included.
Item Lists can be created from:
Item List Maintenance Viewer: This is a new function whose sole purpose is to create an item list.
Modify Item Promotions (MIP): Use Misc Menu choice 4 “Create new item list” to create the item list that includes the SKUs currently displayed in the MIP grid. If you’re using check boxes, only the items in the MIP grid which are check boxed are included. You can also use Misc menu choice 5 “Append to an existing list” to append the SKUs in the MIP grid to an existing item list. When saving the list, choose a name that has meaning for you, up to a maximum of 32 characters. The List Type you enter determines the applications in which that particular item list will display. You can set the List Type to blank if you want the list to display in all applications’ Item Lists.
True Value Catalog’s Item List/Item Analyzer screen: You can create an item list of the items currently displayed in the Catalog list screen. Each SKU’s Tier 2 Quantity from the catalog is also added to the list (set to a value of 1 if the catalog Tier 2 Quantity is blank). Running a suggested order (RSO) with an item list generated from the Catalog will use this quantity as the order quantity for each item placed on the PO. Note: Any SKUs being added to the Item List which are not currently entered in Inventory Maintenance will be automatically added.
True Value Event Viewer: You can create an item list of the items currently displayed in the Event Viewer. As this list is created, each SKU’s Event Cost is also added to the list. Running RSO with an item list generated from an Event uses this cost as the purchase cost for that item on the PO. Note: Any SKUs being added to the Item List which are not currently entered in Inventory Maintenance will be automatically added.
To use item lists in ROP, RSO, and RPI you must set Option 9585 "Inventory Item Lists Enabled" to Yes.
Order Point Report (ROP): You can calculate order points for the items on the list. For example, use an item list to calculate order points for an upcoming promotion (using an item list created in MIP).
Suggested Order Report (RSO): Use an item list to create a PO. For example, you can create an item list from the TV Event Viewer to order items for a given Event. The RSO knows that the list is from an Event and places all items in “Ship Window #1.” The costs used for the PO are the Event Cost and the Event ID which are placed in the PO header. The quantity ordered is based on standard RSO logic, which means you no longer have to build Event POs manually from the Event viewer.
Eagle Mobile Labels
Eagle Mobile Physical Inventory, Physical Inventory Posting (PIP), and Physical Inventory Report (RPI): For Eagle Mobile users, you can use Item List Maintenance to create a list of items to be counted, (optionally) assigning those lists to the stores required to do the count, assigning the list to a counter(s), monitoring and reviewing the count’s progress in PIP, and finally reconciliation and finalization of that count list with RPI. To use item lists in Eagle Mobile Physical Inventory you must set Option 1155 “Mobile Use Physical Inventory with Count List” to Yes.
Dynamic Promotions – item lists are an integral piece in Dynamic Promotions.
Modify Item Promotions (MIP) enhancements.
You can now enter an up to 50-character description in MIP. This description can optionally be included in the import file for Promotion Import (option 1082 “Import Promotion into MIP from CSV File on System?” is set to Yes). This description displays in MIP and the Promotion History Viewer.
Markdowns (controlled by new option 9384 “Allow use of "mark down" promotions” which can only be changed by Epicor, also requiring Option 9456 “Keep four years of promo and sales history” to be set to yes): Markdown promotions are typically used for “end of season clearance” when the merchandise that’s being sold is considered overstock. Marking clearance sale promotions with the Markdown field prevents the unit sales of the clearance sale from being included in normal and promo unit sales history. Instead, it is recorded to new monthly buckets for “markdown” unit sales history (only viewable in Compass). This prevents clearance sales from distorting sales history data on which reorder decisions are based in the Order Point Report (ROP). Note: ITR identifies the sale of a Markdown item by placing a value of M in the Promo Discount column.
“Posted Time” added to Physical Inventory Posting (PIP). This new grid column can be used along with the existing column “Posted Date” (and probably also User) to review the results of a count in the sequence that the count was done.
Enhancement for A/P in Vendor Maintenance (MVR). The Accounts Payable tab of Vendor File Maintenance (MVR) has a new address field called “Remit to Address” and a field called “Print on Checks.” When “Print on Checks” is set to No, the main address prints on checks. When “Print on Checks” is set to Yes, this new ‘Remit to Address’ prints on checks. You can use the Osprey utility INITREMT to copy the address on the Main tab of Vendor Maintenance to the “Remit to Address.”
Ability to use the store number as the last digit in PO numbers. To existing Option 100 “Assign PO Numbers Automatically?” there is a new choice L, to allow the system to assign a number to each purchase order, and use the store number as the last digit in the PO number. For multistore users, this provides an easy way to identify where the PO was created. You can still assign your own PO number. For example, you have two stores. If you create a PO in store 1, the last digit of the PO number is 1. If you create a PO in store 2, the last digit of the PO number is 2. If option 8701 (Store number format) is set to B through H, the store representation occupies 3 digit positions. Thus, for store 87, if the next PO number was 4203, the auto-assigned next PO number would be 0004203087. If this PO number was in store 103 it would be 0004203103.
True Value Event PO enhancement. The posting grid of Purchasing and Receiving (MPO) has these new columns which are populated if the PO is a True Value Event PO (if the Order Type is R and the Event # is entered).
True Value ^Tier 1 Qty
True Value ^ Tier 1 Cost
True Value ^Tier 2 Qty
True Value ^ Tier 2 Cost
True Value ^Tier 3 Qty
True Value ^ Tier 3 Cost
True Value ^Tier 4 Qty
True Value ^ Tier 4 Cost
Vendor Code drop-down enhancement. The drop-down for vendors now includes the first line of the vendor’s address and city/state. Previously, the drop-down only had the vendor code and name. Note: This additional information comes from the new Remit to Address if the field Print on Checks is Yes; otherwise, it comes from the address on the Main tab.
Inventory Import/FIL new fields. The following fields are new:
Promo Sales Code
Promotion Price
Average Cost
Loading Required
Tax Code
Synchronize Prices
Synchronize Costs
Inventory Import also now supports updating these two fields:
Alt Vendor Description 1 (immediate update)
Alt Vendor Description 2 (immediate update)
Enhancement to Special Instructions in Purchasing and Receiving. Special instructions have been lengthened from 360 characters to 2160 characters. The PO’s special instructions follow the PO into Modify Receiving Documents (MRV). They can be viewed in MRV by using the Misc Menu selection “Add/Change Special Instructions.”
New columns in Promotions File for True Value Users only. The Modify Item Promotions (MIP) grid has these new columns which are populated if the promotion is for a True Value Event.
True Value Event #”
True Value Event Promo #”
True Value Adv Code
True Value Program Code
True Value Zone Item Indicator
True Value Percent Discount
Enhancement to emailing POs from the Purchase Order Format Report (RPO). You can now enter an additional e-mail address on the third line of the ‘To Addresses’ field. This email recipient is in addition to the vendor’s email address(s) listed in Vendor Maintenance’s Note Type 5. Previously, manually entering an email address in the ‘To Addresses’ field was considered a replacement/override of the email addresses in Vendor Maintenance.
New column “Email Address” in the Customer Viewer. This column is populated based upon option 9199 “Display e-mail address in POS Customer Details Window” (Note: New columns are always initially hidden so you must select the column in ‘Select Columns to View’ and save the view).
Customer Maintenance email addresses enhancement. Adding or changing email addresses on the Names tab respects the new option 9140 “Where to place e-mail address from POS Customer QuickAdd.” If you select “S” (statement email address) in 9140, the e-mail address is added as the e-mail address to which A/R statements are emailed (Note Type 10). If you select “I” (invoices email address) in 9140, the e-mail address is added as the e-mail address to which POS invoices and/or orders are emailed (Note Type 11). If you select both S and I, the e-mail address is added to both not type 10 and note type 11.
Accounts Payable allows longer numbers. Vendor reference numbers in New A/P Transactions (ATMU) and invoice numbers in Posted A/P Transactions (AVIQ) can now support up to a 20-character invoice number. Print Checks (APCM) can now have up to a 15 digit check number. These changes are also supported in legacy/network access AP.
Drill Down into the Daily Journal Viewer from various G/L functions. You can now "drill down" from General Ledger Detail (GINQ), General Journal Transaction (GGMU), and CNV (Control Number Viewer) into the Daily Journal Viewer for entries added by RDJ-Z. Pressing the <Drill/F3> button in GINQ or GGMU (or double clicking) on an RDJ-Z entry displays the Daily Journal Viewer for that entry’s date and store.
Added a new “Store” column in General Journal Transaction (GGMU).
Some “Exclusive Use” restrictions lifted in A/P. The “exclusive use of this file” requirement has been be removed for the New A/P Transactions window (ATMU). Set the new Option 9009 “Reduce exclusive use of AP transaction file” to yes. When this is set to Yes, 'exclusive use' on the AP Transactions file will not be required when running Post A/P Transactions (RATJ). This means that AP clerks can continue working in ATMU while RATJ is running as long as RATJ is run using a from/to for a specific user or a specific vendor. New option 9009 has no impact on Accounts Payable Passoff (APP), which still requires exclusive use of A/P.
Enhancement to AP Checks. Now you can have a maximum of 99,999 invoices paid by a single check. Prior to this change, a maximum of 999 invoices could be paid by a single check.
Laser 1099’s on a pre-printed form is now supported. Laser 1099’s on a pre-printed form is now supported in Network Access when running the RA99 report. To be able to use this feature, the laser printer must be set up in MPS and assigned a printer number. Enter this printer number when running the RA99 report. If your laser forms do not come in carbon copy, you will need to run the report 3 times to get all copies (one for the payer, one for the payee and one for the IRS).
Enhancement for A/P in Vendor Maintenance (MVR). The Accounts Payable tab of MVR has a new address field called “Remit to Address” and a field called “Print on Checks.” When “Print on Checks” is set to No, the main address prints on checks. When “Print on Checks” is set to Yes, this new ‘Remit to Address’ prints on checks. You can use Osprey utility INITREMT to copy the address on the Main tab of MVR to the “Remit to Address.”
A/P users can attach a note to a PO. This note flows through to Accounts Payable and prints on the Laser A/P Check’s remittance stub (the first 83 characters of it print). You can enter this note by displaying the PO in Purchasing and Receiving (MPO) and then using the Misc Menu choice N “Add/Change AP Remittance Note.” When Accounts Payable Passoff (APP) is run, this note attaches to the AP voucher that gets created. Alternatively, this note can be entered in APMU by clicking the “Add Remit Note” hyperlink in the new column titled “A/P Remittance Note.” This note is also viewable in Modify Receiving Documents (MRV) using the Misc Menu option “Add/Change AP Remittance Note.” Using this feature requires the following security bits (same bits used for the existing A/P transaction note): 820 “Ability to view A/P transaction notes” and 821 “Ability to add/change/delete A/P transaction notes.”
New Store-Electronic Check Conversion (ECC) entry in G/L Passoff. There is now an account entry for ‘Store-Electronic Check conversion’ that reports all ECC payments to a specific G/L account. If no account is specified, all ECC payments are reported to the G/L cash account. Multi-Store users have the option of creating a separate account for each store. The RDJ reports these accounts under the departmental passoff section.
Enhancement for customers who use Bank Reconciliation. New option 9031 “Create G/L trx’s for Cash Drawer Short/Over.” This enhancement allows G/L transactions to be created for the amount of the Cash Short/Over in the Cash Drawer Balancing Viewer (Cash Diff column). This amount is also posted to Bank Reconciliation if option 8963” Bank Reconciliation Enabled” is set to Yes.
Option 9031 Choices are: Blank = Cannot be made eligible, E = Eligible, and N = Not eligible but can be changed.
The GL interface “GLP” of “CD” Over/Short passes off all records from the cash balancing viewer that are dated on or before the cut-off date specified, have been marked as having “Actuals Updated,” contain a non-blank approving user, are marked as “GL Eligible” (GL pass-off flag set to ”E”) and an account number exists in the Store Over Short type field in Set Up G/L Passoff (GLSET).
In addition, if option 5442” Cash Drawer Balancing typically done at EOD or the following day?” is NOT set to “E” (for “end of day”), then the specified cut-off date (or the request-date if it’s running as part of the nightly maintenance queue) is adjusted to the previous day’s date and used as the cut-off date.
The GL pass-off flag of each qualifying cash drawer record is updated to “P” to indicate that it has been passed to GL, and any cash drawer record that meets the cut-off date, “Actuals Updated,” and approving user criteria that has a GL pass-off flag setting of “N” (do not pass to GL) will be updated to indicate that it has been “Bypassed” by GLP (GL pass-off flag will be set to “B”).
When Option 9031 is set to E or N, the passoff flag in Cash Drawer Balancing can be changed in the grid to E or N to allow or disallow passoff. Once the passoff has been completed and the qualifying record has been updated to the GL and set to P (passed off) or B ( bypassed), the record’s G/L passoff column can no longer be changed.
An approving user is set when actuals are updated either in the Cash Drawer Balancing viewer or in POS using the No Sale menu option K and the user updating the actuals has security bit 912 "Allow user to view/change other users in Cash Drawer Balancing Viewer" set to Yes.
Note: Cash Diff is Cash entered in Actuals less (Cash Gross – Cash returns – Cashed Checks – Paid IN/OUT).
Ability to tell the system to not create automatic A/P vouchers for a specific vendor. If you use Accounts Payable Passoff (APP), and you want the system to not create A/P vouchers for a specific vendor, set that vendor’s Codes field in Vendor Maintenance to NOAP. That code will not appear on the PO in the Codes field (allowing you to use the Codes for other purposes); however, when APP runs, the voucher will not be created.
New option 9007 “Require A/P Check Run Approval.” This option allows you to require an approval by a manager before Accounts Payable checks can be printed. An employee that has security bit 883 “Allowed to Approve A/P Check Run” must press the <Approve> toolbar button in AP Invoice Maintenance and Payment (APMU) before checks can be run. If changes in selections are made after approval, the approval is automatically revoked, and the selections must be reapproved. Once AP Checks have been run and it is confirmed by the person running the checks that they have been successfully printed, approval no longer applies, and new selections must again be approved. If the payment selection does not get approval in Print Checks (APCM), the message ‘Manager approval required”
New columns in the Posted A/P Transactions Viewer (AVIQ). The following new columns were added and perform a simple sort: Sort by Invoice Number, Sort by Check No, Sort by Check Amount, and Sort by Invoice Date. Existing columns Invoice Number, Check No, Check Amount, and Invoice Date do a more intelligent sort to so that the invoice, credit applied to it, check written against it, and any voids are all grouped together (this is done by using Reference Number in the sort).
New Viewer for Advanced Receiving transactions. The new Receiving Documents Viewer can be launched with VIEWRV. You can also access the viewer from Modify Receiving Documents (MRV) by pressing the F9 button on the toolbar. Selecting a document in the new viewer carries it into MRV so you can modify it as needed. You must enable security bit 792 “Allow change of header fields in WinMRV” in order to use the new Receiving Documents Viewer.
PO and AP Voucher Notes enhancement. You can now use the MRV – Misc Menu to view or change the Special Instructions on a PO (Add/Change Special Instructions Note) as well as the A/P Check Remittance Note (Add/Change AP Remittance Note).
New Other Charges fields added to MRV. You can now pass freight and other charges to AP for vendors other than the PO’s vendor using the new Other Charges fields. The system creates a voucher for each vendor specified in these fields. These fields are located in the Document Header window that displays when you click the "Other" hyperlink. Inventory continues to update with landed cost if using landed cost when finalizing MRV.
If you are distributing landed cost to AP/MDE, the system creates a voucher for the received PO amount as well as distributions to the departmental purchases accounts with the landed amount (received amount plus other charges). A negative distribution to the freight account (ACON) is posted, and all distributions balance to the invoice amount. Additional vouchers are created for each of the Other vendor(s) with an invoice amount in the Other charges amount(s) and a balancing distribution to the freight account (ACON). Use Option 8472 "WinMRV other charges vendor 2 default" to set up a default freight or other charges vendor if you use always use this vendor for freight/other charges. Option 8492 "WinMRV other charges description 2" allows you to enter a description for the vendor, which displays in the Other Charges Description field in MRV.
General enhancements.
Eagle Mobile is now compatible with SSE systems. If option 8217 = Yes, indicating this is a SSE system, you will not be able to access physical inventory. The Order Point field has also been removed from the Stocking and Update tabs in Inventory Maintenance.
New Label Scanning Capability. You can now use Eagle Mobile to scan labels that have an embedded price or order multiple. Option 1134 (Mobile Scanned Bar Code Special Format) provides four different label formats that can be read by Eagle Mobile.
N = Normal: contains just the UPC, SKU or Manufacturer Part Number; generated in Label Manager.
M = Order Multiple: contains the order multiple plus the SKU; created in Label Manager by adding the field “Order Multiple/SKU” to your label design.
S = Suffixed with Price: contains the SKU followed by the price; generated in Label Manager by adding the field “SKU/Price” to your label design.
P – Prefixed by Price: contains the price followed by the SKU; not generated in Label Manager.
Audible warnings. If you are using label options S or P and the scanned price is different than that in Inventory Maintenance, a warning tone will play. An audible warning also sounds when you scan an item that is discontinued.
Printing Labels. You can determine if you want to have eagle mobile use the “number of bin labels” from Inventory Maintenance as the quantity of labels to print. If you decide to use this quantity from Inventory Maintenance, you will also have the ability to override it at the time of printing. Use options 1165, 1161, and 1156 to specify if Eagle Mobile will use the “number of bin labels” from Inventory Maintenance.
Ability to access/update session options. A new bit, 925 (Eagle Mobile: Access/Update Session Options,) offers security-controlled access to session options. The main menu has an updated look, offering access to the toolbox only if you set the security bit to Yes.
Inventory Maintenance enhancements.
Improved Performance. Scanning, Inventory Maintenance updating, and Physical Inventory posting performance has been improved.
You can now update Minimum Order Point, Max Stock Level and the ROP Protect Flag on the Update tab in Inventory Maintenance
The retail price is now displayed on the stocking tab. If the item is on promotion, the promotional price is displayed in Red. Loyalty pricing is not displayed on the tab; use the pricing tab to see this price.
Location Maintenance enhancement.
You can now override the number of locations to display in Location Maintenance using option 1136.
Physical Inventory enhancements.
New Physical Inventory view-only fields. The Physical Inventory function now gives you four customizable display fields, with the ability to see information such as locations, quantity on order, and committed quantities. The number of locations displayed is controlled by the existing setting for “Number of Locations.”
Physical Inventory from Item Lists. If your system has option 1155 “Mobile Use Physical Inventory with Count List” set to Yes and you have the ability to access Mobile Physical Inventory, you will see a new menu option called “Physical from List” on your Eagle Mobile menu. Selecting this option displays all Physical Inventory lists assigned to you. Select a list to see which items to count; use the Details menu to review counted, uncounted and all items on your list.
Shipment Verify enhancements.
Shipment Verification Exceptions Report (ROV) enhancement. A new field called “Report All Data” has been added. Setting the option to Y allows you to see all verification data, not just the exceptions.
Setting option 9133 “Increment Posting Quantity by UPC Package Quantity?” to Yes enables you to increase your verify quantity by the UPC package quantity.
You can now scan the invoice or order/special order number when looking up a document to verify.
A new From/To option in the ROV (Shipment Verification Exception) Report allows you to see all verification data, not just exceptions. By selecting “Y” (Include fully verified orders/invoices) in the Report All Data field, the report prints all order or invoice verification information whether it is an exception or not
Receiving enhancement. Security bit 927 (Ability to add items to a defective PO) has been added that determines if you can add items to a defective PO. If this bit is set to yes, you can add an item to a defective PO. If it is set to no, you will receive an error that you do not have the security to add items. This only affects Purchase orders that have a type of D – Defective.
Item Lists enhancement. You can now use quantities in an item list to determine how many labels will be printed when you turn the item list into a label file. You must set the label type to “Other” when you import the label file into Label Manager to take advantage of this change.
For more information about these iNet enhancements, see the iNet help file on Epicor's website.
Paypal is a new Third Party Processor. You can now select PayPal as your third party payment processor. PayPal offers the Payment Review feature, which holds transactions that PayPal considers as potentially fraudulent until the funds are verified. Pending transactions are reviewed, then approved or declined within a few days. If PayPal marks a transaction for review, iNet eBusiness Suite adds that message to the order and forces the transaction to go through as an order if supported on your Eagle. Follow this link for more information about PayPal’s Payment Review: https://www.paypal.com/c2/cgi-bin/webscr?cmd=xpt/Marketing/securitycenter/sell/PaymentReview-outside
Determine Eagle Invoice or Order. Adjusting the settings in iNet eBusiness Suite enables you to create invoices or orders in Eagle.
Vendor Search Update. You can block vendors from being listed in the vendor search box. Do this by using the code from the vendor record in MVR.
More Eagle Error Visibility. Administrators now have access to more information about errors that are returned from their Eagle server. Using a customer number or date range, you can view detailed messages about any reported issues with submitting orders. You can view these errors in the “order log” which can be found under Store Administration.
Control Over iNet eBusiness Suite Updates. Upon logging in as administrator, you will receive a message if software updates are available. Because installing the new software requires a re-boot of the iNet eBusiness Suite web servers, you will schedule rather than install the upgrade. All scheduled upgrades are performed automatically at 3 a.m. Central Time when the web servers are rebooted.
New Credit Card Popup. When a customer chooses to pay by credit card, a new popup informs them they are being redirected to another site to complete the transaction. This is for security purposes.
Follow this link to view the Online Help for iNet eBusiness Suite: http://www.activant.com/eaglecustomers/iNet_2_0/iNet.htm
For more information about these iNet enhancements, see the iNet help file on Epicor's website.
iNet eBusiness Suite Alerts. New Alerts have been created for iNet ebusiness suite. These new alerts can be used when invoices, orders, or item level errors are received from your iNet website. If you had previously set up the Aconnex alerts, you will no longer receive these: Aconnex Order was received (Alert number 39), Aconnex line item posting error (Alert number 40), and Aconnex invoice was received (Alert number 41)
You must open Alert User Profile Maintenance and set up the following new alerts
iNet order was received (Alert number 91)
iNet invoice was received (Alert number 92)
iNet line item posting error (Alert number 93)
Static URL Formats. The default format for categories/departments is now static URLs. If you have an earlier version of iNet eBusiness Suite, you can convert to static URLs. A static URL doesn’t change as the variables used to gather data change. These types of URLs are usually ranked higher by search engines. They are also more easily readable by the human eye.
Static URL Example: http://demo.activant-inet.com/products/single-step-7-rise-48|17
Dynamic URLs are generated from the search criteria used to collect the information that is displayed on the web page. Because they are templates and rarely have key words, search engines often place dynamic URLs lower in rankings.
Dynamic URL Example: http://demo.activantinet.com/inet/storefront/store.php?mode=showproductdetail&product=&product=-1&link_id=-1&link_itemcode=17&category=
Shipping Methods Enhancements. You can now restrict your shipping methods by store, customer terms, and whether the order contains hazardous items. Hazardous items are any items that have the hazardous code field populated in Inventory Maintenance > Codes tab > Additional Codes Flags. If option 5111 (Use Ship Via’s in Order Entry) is set to Yes, you can also restrict shipping methods by a customer’s default shipping method. This is valuable if you have a delivery truck and a customer’s default shipping method is by truck. You can set up a shipping method for your truck specifying free delivery or your flat rate, and then set the shipping method to be automatically selected via your selection options.
Support for Mode 3 Customers. If you use Mode 3 (option 2501 SKU Line/Part Mode field format and behavior = 3), you can now purchase the accounts online feature of iNet eBusiness Suite.
More Alternate Tender Types. With the addition of more alternate tender types in Eagle for Windows, Epicor has expanded the alternate tender selection from 1 to 10. (Previously it was 1-6.)
Manage User Shopping Lists. Under the Store Administration menu, use the new Manage Shopping Lists option to edit a user’s shopping list or create a new one. When adding or editing a list, you can make changes to any item on the list. You can only delete a list that you created. Lists must be associated with a particular user. If you would like all users associated with a specific Eagle account to see the list, click the Shared List check box.
Integration with 3rd Party Shipping Companies. You can now set up shipping methods that connect to UPS (United Parcel Service), FedEx, and USPS (United States Postal Service) to obtain shipping rates. You will need to contact FedEx and USPS to obtain account information. For UPS, use the wizard to set up your account.
Report identifies items that have been deleted in Eagle but still exist in custom categories. When an item is deleted from Inventory Maintenance, it is automatically removed from your iNet Catalog structure. But, if you have imported the item into a custom catalog, it will still remain and needs to be removed manually or in mass via this report. To access the new report, go to Store Administration/Import and Update tools.
New “On-Line Transaction” signature. When a transaction is automatically invoiced from iNet, the signature field isnow be populated with the text “On-Line Transaction.” This can also be accomplished when creating an order and invoicing it in Eagle by canceling out of the signature capture screen and selecting the new signature reason of “On-Line Transaction.”
Integration with multiple shipping addresses. For systems that have option 3500 (Multiple ship to) on system set to Yes, when an iNet user who is associated to a house account is checking out, they they can not only select from their main account as a shipping address, but they can also select from any alternate shipping address in the system. If an alternate shipping address is selected, and it has its own customer pricing plan, the iNet application provides a warning that the prices may have changed on their order, and it should be reviewed. If an iNet user is restricted to only one job account, then they are also restricted to only seeing multiple shipping addresses associated to that job.
Ace Replacement Item Management process (Ace dealers only). In the near future, Ace will begin sending replacement SKU information to the Eagle system before the replacements may be ready for purchase for the warehouse. This will allow you to preview the replacement and decide if you want to accept it into Change Item SKU Number (RCIN) or not. Once Ace has the item for sale in the warehouse, Ace will send an update to the item, changing the status from ‘Review’ to ‘Ready.’ The next time you run RCIN with the finalize option, the merge / change will happen based on how you set up option 9581 “When RCIN should update items in ACERE batch”
This option controls when the merge/change occurs. If the condition of this option is not met, then the item will remain in RCIN.
In addition, a new view is available which displays information from the catalog that will better help you decide whether to accept the suggested replacement. This is especially helpful when the suggested replacement item has not been added to your Eagle system.
When using RCIN for the ACERE batch, you now must make a choice of approval status. If option 9581 is set to 1, 2, or 3, then the Review Status must be changed to “Approved” before finalize will run the change / merge.
You will be given a choice of “Approved”, “On Hold”, “Remove”, or “Not Reviewed.”
Label Designer new option “Don’t print over fields below wrapped description.” This new option, located in Page format options (F7) of Label designer or when you press F1/New Label, establishes how wrapped description fields interact with fields below them when printing labels. If you check mark this field, a wrapped description truncates so as not to overwrite the field below it. If you leave the field unchecked, a wrapped description prints in the width of the field and wrapped to additional lines if needed, overwriting anything below it.
This option only applies if a label has a description field that can be wrapped, and has the options selected to be wrapped.
E-Mail Multiple Documents from the Document Archive Viewer. A new menu option in the Document Archive Viewer allows you to select one or more documents to email. After you select the documents in the viewer, open the Misc menu and select option E – Email Documents. Enter the recipient’s email address and the format you’d like to use, then press OK to send the email.
Network Access (Legacy) SHOWLOG utility is available as a viewer. Typing SHOWLOG in the launch bar opens a viewer that displays all the logs available in Legacy. You can use the toolbar or MISC menu to view details of a log or report, as well as to export the data to other formats. The Network Access version of SHOWLOG is still available by typing NASHOWLOG in the launch bar.
POS Service Orders now support the ability to require the customer to read and sign a ‘terms and conditions’ statement. You can define the particular ‘terms and conditions’ for drop off (creating the service order) and pickup (invoicing the service order).
A receipt with the terms and conditions verbiage along with the customers signature will be placed in the archive and linked to the service order (in the case of a drop off/creation of the service order) or to the invoice (in the case of a pickup/invoicing of the service order).
You set up Terms and Conditions in the Misc menu in Options Configuration, and then you download them to your signature capture devices in Device Configuration. In POS, when the clerk presses TOTAL and selects Save/Print, the signature pad displays the Terms and Conditions with the option to ACCEPT or DECLINE.
Windows Labels - Performance improvement for continuous form/strip printers. To increase the performance of a “continuous form” printer that uses a roll of labels, such as the Zebra printer, check the new “Use number of copies” check box on the page set up dialog. Before using this feature, you must confirm that your printer supports the “copies” property. To access the page set up feature, from the Label Design & Printing menu, select Design Inventory Labels. Open the label you want to format, select pg Format, and click the check box entitled “Use number of copies.”
Home Hardware Telecom Enhancements. If you are licensed with Home Hardware Telecom (option 1059 is set to Y), there is now a completely new telecom menu. The features include:
Price Changes
File Maintenance (EFM), which now processes discontinued items in addition to other file maintenance.
PO Transmission (EPO), with which you can now transmit standard orders and validate quantities. EPO contains a field called ‘Qty Correct Code POs,’ which lets you confirm with Home that an unusual order quantity is accurate.
Invoice Receipt (ERP), which now always uses dated billing (it is no longer an option on the screen) for improved reconciliation
FLEX File Processing, to process various incoming record types.
HOMBLD –This flex file refreshes Item Level data requested from Home Hardware.
HOMCHK – This flex file processes Checklist Files from Home Hardware. These items are those available on a special buy.
HOMEFM –This FLEX file for EFM is typically run in a weekly queue.
HOMFTB – FLEX file for the First Time Buy Files from Home Hardware. These are items which are new to the store since the last order and will be processed on an upcoming invoice.
HOMNEW – FLEX file for the New Item Files from Home Hardware. These are new items which Home has made available to dealers.
Promotions, which now process the deal/checklist information. Another enhancement is the processing of the everyday sale items, which appear on the transmission report as “FREE.”
Backorder Support, which includes a new report (EFMB) which processes the items Home Hardware shows on Backorder.
Checklist/Deals, which are special buys available from Home Hardware. The Reverse PO tab now contains the field ‘Optional Items’ which must be set to a value of ‘999’ so that items can be quickly identified so that you can opt out of purchasing them.
Price Overrides, which download via the transmission of specially defined Purchase Orders. Using the variable ‘Z’ in the override position in EPO indicates you are sending price overrides to Home Hardware. To remove the price overrides, you transmit the SKU and a quantity of ‘888.88’ in the PO.
Substitutions, which are transmitted via EFM as either temporary or permanent substitutions, are available to sell at POS via the Alternate Items application.
UPC Maintenance, which updates any Home Hardware products with the unique UPC as defined by the cooperative.
Utility Programs CONRH and CONTR, which help implement standard Flex Files and Control Streams, respectively.
Handy Hardware Communication Enhancements. Handy Hardware telecommunications can now be done via High Speed interface if your system is running Eagle OS (Linux). The change from previous asynchronous transmissions to High Speed can be done at any time. To make this change, run the utility HANUTL in Network access and change the transmission type from A (Async) to H (High Speed). Your Dealer Number is assigned by Handy. The store number field is the Eagle store numbe,r and the DC is Handy Hardware DC number assigned to your Dealer number. Once you press <Change> in HANUTL, the system attempt to check if the connection is working. Complete the test. If your system passes, the flag is changed to H (High Speed). Otherwise, you must correct the connection before continuing.
Pseudoephedrine Tracking. The logs of sales of ephedrine, pseudoephedrine, and phenylpropanolamine must currently be kept for 2 years and have requirements on the information they must contain. This tracking is to assure that daily, weekly and monthly maximums are not exceeded. The following enhancements assist with the tracking of these sales:
A new field in Inventory Maintenance, Grams of Pseudoephedrine.
POS has been modified to track all sales that include one of the 3 ingredients mentioned above, and the clerk is asked to enter an identification number and identification type (i.e. driver’s license).
New option 9421 (Pseudoephedrine Tracking on System) which drives the pharmacy notes and conditions to be displayed.
A new RX tracking viewer (control by security) is available from the “System Management Menu.”
Selecting “2” prints a report for all the loaded grid lines along with a rendering of the signature captured at POS.
High-Security Password enhancement. The alerts that tell you when employees’ high-security passwords are about to expire now have a link allowing you to force a password change upon their next login.
New Email PO Log. A new “Email PO Log” has been added to SHOWLOG (both legacy and E4W). All messages for emailed PO’s that formerly went into the Miscellaneous Log will now be collected in the Email PO Log. Logging for all other emails will continue to be found in the Miscellaneous Log.
True Value Rewards enhancements.
Setup and Maintenance of Loyalty Accounts has been simplified. Customer QuickAdd can now be used in POS to add/update loyalty accounts. Additionally, a TVR ID hyperlink to Customer QuickAdd has been added to Customer Maintenance, allowing you to add/update loyalty accounts in the back office. Finally, you can link multiple TVR Loyalty IDs to a single Customer Maintenance account by clicking the Authorized Name hyperlink and adding customer contact information to the file.
Expanded Customer Data fields for Loyalty Program. You can add email addresses for your loyalty customers through POS Customer QuickAdd. Open the Additional Fields dialog, controlled by Option 9130 (Additional Fields to Include in POS Customer QuickAdd), to enter a customer’s birth month.
Locating loyalty accounts. The Loyalty ID dialog in POS allows you to scan in any Loyalty ID number and find the Customer Maintenance to which it is linked. Alternately, you can use the Customer Combo in POS and Accounts Receivable to find a loyalty customer by entering the equal sign (=) and a loyalty ID or by entering ZZ and the customer name (last name followed by first name).
Better customer data updating. Telecom now supports a two-way update to keep customer data in sync.
Loyalty Coupon SKU changes. SKUs now have an alpha-numeric format rather than the current six-digit format.
“% off transaction total” Rewards coupon (not available until option 1044 is enabled). This new type of coupon is activated on Eagle by adding this coupon to inventory from the True Value Catalog.
EFM History Viewer (True Value only). A new EFM History viewer stores specific record types downloaded by EFM, including Change to F Pack, Closeout Item, Discontinued Item, Item Substitute, and To Be Discontinued. The purpose of this feature is to provide True Value retailers with an application that presents items that need action taken on them in a viewer format that is easy to work with. The EFM History viewer allows you to search by date/store and sort the information by department, class, etc. This feature also gives you time to review the data, especially if you finalize EFM records immediately and thus the information becomes no longer available for review. This feature is controlled by option 9561 Use True Value EFM History Viewer. There is currently no purge utiltity for this function, which means you must manually delete history records you no longer want.
Discontinued reason codes. A discontinued Reason Code field has been added to the True Value catalog's Item Detail screen. This code specifies the reason that an item has been discontinued. Note: Discontinued Reason codes also apply to substitute and referral items, and show in EFM and ERP.
Substitute/Referral Items now have their own individual fields in the catalog detail screen (True Value Catalog only). Prior to this enhancement, substitutes and referrals shared the same field. Making these fields separate helps clarify what category the item represents.
View additional costs/quantities in the True Value catalog (True Value Catalog only). Tier 2 Cost, Tier 2 Quantity, Tier 2 DS Cost, and Tier 2 DS Quantity have been added to the True Value item catalog list screen. These values are populated through EFM and catalog updates.
Force users to change their password. (Eagle OS systems only—not supported on SCO). Security administrators with the capability to Add/Change users (Security bits 1-3) will now see a new field on the Add/Change User screen (accessed from the Misc menu of Options Configuration) called “Required Password Change” If you set this field to “Yes,” then the next time that user logs on, they will be prompted to change their password. If they select “No” to not update their password, they will not be allowed to log in.
Bits automatically set to Yes. It is important to note that some new bits are automatically set to Yes when you install Release 20. These include:
New bit 963 "(MO) Allow returns without a receipt/original credit card" is automatically set to Yes if existing bit 768 "(MO) Allow return if no returnable purchases exist" is already set to Yes.
If option 1081 “Dynamic Promotions on System” is Yes, new bits 965 (view dynamic promotions) and 966 (add/change/delete dynamic promotions) will automatically be set to Yes.
924 "(MO) Allow price override of fixed price indicator items." Ability to override the price in POS if the price the system has posted is due to the item having a 'fixed price indicator' in Inventory Maintenance. When set to Yes, the clerk can override the "fixed price" by manually changing it, using the <Disc>, <Promo>, or <Ctrl O> keys, or even posting it as No Charge. When set to No, the clerk cannot change the 'fixed price' without a manager override. If you have items you always want to sell at a specific price regardless of the customer or any special pricing, set the Fixed Price Indicator in Inventory Maintenance on the Additional Codes Flags to that price. Then set this security bit to No. The only exception to the Fixed Price Indicator is if the customer has a CPP Plan with a Contract price for that item. In that case, the customer receives the contract price.
925 "Eagle Mobile: Access/Update session options." Ability for the user to access the options menus in Eagle Mobile and modify session settings.
926 "Allow access to legacy POS/CPOS (E4W users only)". Controls the ability to use Legacy POS or CPOS in Network Access. If a clerk doesn't have this bit, he/she cannot access legacy POS nor CPOS. If a clerk has this bit, he/she can access legacy POS as long as they also have bit 206, and can access legacy CPOS as long as they also have bit 75. 949 Access Controlled Substance Tracking Viewer. Controls access to the Controlled Substance Tracking Viewer. Requires option "Pseudoephedrine Tracking on System."
950 "Allow Customer Core Report." Ability to access the "Customer Core Report (RCC)." This report applies to automotive customers who have Option 8180 "Cores on System?" set to Yes.
951" Ability to create and modify finalized POs (if buyer for vendor)." This bit only applies if you have Buyer's Purchasing enabled (option 1051 is set to Yes). Also only applies if bit 952 is set to No. This is the “junior buyer” bit. All buyers who have the standard add/change/delete purchasing bits can create and maintain POs which are status T (temporary). This bit governs whether or not the user can finalize a temporary PO, and whether or not they can modify a PO that is already finalized. When set to Yes, the user can finalize a temporary PO and make modifications to a finalized PO, as long as they are an assigned buyer for that PO's vendor, or if there are no assigned buyers for that vendor. When set to No, the user can not finalize a temporary PO or modify a finalized PO. This bit also applies to adding a new PO as finalized, without having a temporary status.
Notes:
A vendor can have up to three assigned buyers entered in Vendor Maintenance on the Order Info tab.
A temporary PO is changed to finalized by pressing <F11> while in the PO worksheet and selecting "Finalize."
952 "Ability to do PO create/modify activities regardless of assigned buyer." This bit only applies on systems with Buyer's Purchasing enabled (option ID 1051).This is the “senior buyer” bit. The user that has this bit has no restrictions on what they can do when creating or changing a PO. Controls the ability to change Buyer: When set to Yes, the user can change the Buyer when creating a new PO or changing an existing PO. When set to No, the user can not change the Buyer. The Buyer field will be grayed out. Note: Applies to MPO and RSO.
Controls ability to finalize a temporary PO: When set to Yes, the user can finalize any temporary PO. It doesn't matter if this user is one of the assigned buyers for that PO's vendor or not. When set to No, the user can only finalize a temporary PO if they have security bit 951 set to Yes and are an assigned buyer for that PO's vendor, or there are no assigned buyer's for that vendor. Also applies to adding a new PO as finalized - without having a temporary status.
Controls ability to modify a finalized PO: When set to Yes, the user can make modifications to a finalized PO. It doesn't matter if the user is one of the assigned buyers for that PO's vendor or not. When set to No, the user can only make modifications to a finalized PO if they have security bit 951 set to Yes and are an assigned buyer for that PO's vendor, or there are no assigned buyer's for that vendor.
Controls ability to use Receiving Method A: When set to Yes, the user can use receiving method A "Receive all items as ordered" regardless of whether or not the vendor is considered a Trusted Vendor. When set to No, the user can use receiving method A only on PO's for a Trusted Vendor. Note: The Trusted Vendor field is in Vendor Maintenance on the Order Info tab.
Notes:
Any user with access to Purchasing and Receiving (MPO) and the standard security bits can create and maintain temporary POs.
A vendor can have up to 3 assigned buyers entered in Vendor Maintenance on the Order Info tab.
A temporary PO is changed to finalized by pressing <F11> while in the PO worksheet and selecting "Finalize".
953 "Ability to take a deposit on a picked status order." Applies only to Pick/Pack/Ship (PPS) users. When set to Yes, after recalling and totaling a picked status order select Totals Menu on the Shipping Confirmation menu, and then choice X to Accept Deposit.
954 "Ability to access Item List Maintenance." Controls the ability to access the Item List Maintenance function which is used to create and maintain lists of inventory items for various uses. Refer to related bit 960 "Ability to change item lists created by another user.
955 "Ability to view PIP transaction notes." Controls the ability to view the note for a Physical Inventory transaction in Physical Inventory Posting (PIP). These notes are viewable in Physical Inventory Posting (PIP) by clicking the hyperlink in the Notes column of the grid.
956 "Ability to add/change/delete PIP transaction notes." Controls the ability to add, change, or delete a note for a Physical Inventory transaction in Physical Inventory Posting (PIP). These notes are viewable in PIP by clicking the hyperlink in the Notes column of the grid. Requires security bit 955 "Ability to view PIP transaction notes" set to Yes.
957 "Ability to view ITR transaction notes." Controls the ability to view the note for an entry in the Inventory Transaction Register. These notes are viewable in ITR by clicking the hyperlink in the Notes column of the grid.
958 "Ability to add/change/delete ITR transaction notes." Controls the ability to add, change, or delete a note for an entry in the Inventory Transaction Register. These notes are viewable in ITR by clicking the hyperlink in the Notes column of the grid. Requires security bit 957 "Ability to view ITR transaction notes" set to Yes.
959 "Eagle Mobile: Allow Blind receiving of transfers. Allows the "Receive All" function in Eagle Mobile Transfer Receiving. When used, all items not yet touched by Transfer Receiving will have quantity received set to the quantity shipped. This bit only applies when Option 1175 "Mobile Transfer Receiving" is set to Yes.
960 "Ability to change item lists created by another user." Controls the ability to change an item list created by another user. "Change" refers to: deleting items from a list, deleting a list, and renaming a list. Adding an item to a list created by another user is controlled by security bit 962 "Ability to add items to a list created by another user". Set to Yes to allow the user to view and change all item lists. When set to No, the user can view all lists but can only change those lists they created. Refer to related bit 954 "Ability to access Item List Maintenance." Note: This bit and bit 962 only apply to changing item lists in the Item List Maintenance function. They do not apply, for example, to making changes/additions to Item Lists used in Eagle Mobile functions.
961 "Ability to access the Transfer Receiving Variance Viewer." This option determines if a user has access to the Transfer Receiving Variance Viewer. Only applies when Option 1175 "Mobile Transfer Receiving" is set to Yes.
962 "Ability to add items to a list created by another user." Controls the ability to add an item to an item list created by another user. Use this bit along with bit 960 "Ability to change item lists created by another user" to cover these scenarios:
You want user to be able to view and change items lists created by another user (all aspects of change - adding item, deleting item, deleting list, and renaming list). Set bit 960 to Yes and set this bit 962 to Yes.
You want user to be able to view and change item lists created by another user, except no ability to add items to the list. Set bit 960 to Yes and set this bit 962 to No.
You want the user to be able to view all item lists, but can only change those lists they created. Set both bit 960 and this bit 962 to No.
Refer to related bit 954 "Ability to access Item List Maintenance".
Note: This bit and bit 960 only apply to changing item lists in the Item List Maintenance function. They do not apply for example to making changes/additions to Item Lists used in Eagle Mobile functions.
963 "(MO) Allow returns without a receipt/original credit card." This bit only applies when option 9537 - Returns Validation with Receipt is not N and the return is for the Default Cash Customer set up in option 330 "Default Customer Number." It applies to the situation where the cash customer is doing a return and doesn't have their receipt or original credit card. It also applies to the situation where the cash customer did have their receipt or original credit card, but the item being returned was not on the original purchase. Set this option to Y if you would like the ability to expand the return validation search to all purchases for that customer when the clerk selects "Return with no receipt" or if a match is not found on the receipt or credit card entered. Otherwise, set this option to N to require a manager override to expand the search to all documents.
964 "Allow Reallocate Purchase Orders report." This security bit only applies to customers using Buyer's Purchasing (option 1051) with an interface to Pathguide warehouse management system (option 1083). Allows the user to run/queue the report used to reallocate split type purchase orders (Central Distribution = S or A).
965 "View Dynamic Promotions." Controls the ability to access the Dynamic Promotions Maintenance function which is accessible from the Eagle Browser, or from Modify Item Promotion's Misc Menu using entry D.
966 "Add/Change/Delete Dynamic Promotions." Controls the ability to add/change/delete in the Dynamic Promotions Maintenance function. See related security bit 965 "View Dynamic Promotions."