What's New on Release 21What's New on Release 21
Windows Inventory Enhancements
Windows Purchasing Enhancements
Windows Accounts Receivable Enhancements
Windows Accounts Payable/General Ledger Enhancements
Windows Advanced Receiving Enhancements
“POS 2.0” offers the following new, state-of-the-art features:
POS Touch (option 1019 must be set to Yes and option 7102 must be set to the number of licenses by an Epicor representative). Eagle POS Touch is designed to optimize Eagle for Windows POS for touch screen capability to enable quick and easy point-of-sale at retail checkout stations. If your retail point-of-sale workstation is principally a "scan-scan-scan, total, tender" routine, then you should consider Eagle POS Touch. The POS Touch license enables your Eagle for Windows POS workstation to either plug into a touch monitor or to use an "All-in-One" touch PC. Either way, your business is enabled to deliver a fast, positive customer experience and boost checkout clerk efficiencies. With an intuitive "touch" interface that is simplified and enhanced for speed and efficiency at checkout, your customers will welcome the fast, state-of-the-industry experience.
Fingerprint Signon – No more signing on manually! Use the fingerprint reader for Signon in Eagle Browser and POS, including Manager Overrides. This device is also supported in TimeClock's Clock In and Clock Out from the Eagle Browser. Option 2303 “POS 2.0 Biometric Fingerprint Reader on System” must be set to Yes by an Epicor representative. Licensed by terminal, these devices work in Offline POS as well as online POS. You purchase readers from Epicor or another supplier. You must download and install the driver as per the installation procedure. See the topic "Setting Up POS Fingerprint Signon.
POS Consumer Digital Display (option 1042 must be set to Yes and option 7100 must be set to the number of licenses by an Epicor representative). While your customer waits in your checkout line, you can market and message to your customer with the new Eagle Consumer Digital Display. Convert a monitor into a marketing and messaging display that you can customize to suit your business. The Consumer Digitial Display provides a customer with an electronic journal display, a marketing marquee for you to customize, and message display areas in which you can provide marketing information about your business and products while your customers are at checkout. Works in both online and offline POS. A monitor is required for this feature.
POS Contactless Payment (in testing)
POS Digital Receipts – give you the ability to email a cash customer a PDF copy of their receipt immediately and effortlessly from POS. Option 1012 “POS 2.0 Digital Receipts on System” must be set to Yes by an Epicor representative, and a prerequisite is that you have e-Invoices (option 5784 "iNet e-mail POS invoices on System" is set to Yes).
Visual Facelift in all applications – new look for toolbars, colors, and menus. This is optional in all other applications, and is controlled by option 2300 “POS 2.0 Visual Facelift On System?” Only an Epicor representative can activate this option. Once this option has been activated, set option 2302 ”POS 2.0 Synchronize Colors on All Eagle for Windows Stations?” to set the color scheme. Note that POS 2.0 automatically uses the tabbed-format ("version 2") of the Eagle Browser when option 2300 is set to Yes.
Compass 8.0. Its features include:
Mobile Manager is a new application that enables you to view key Sales, Inventory, Pricing, and Customer information dynamically from a mobile device. Support for Eagle Alerts, and POS Manager Override is also included. Compass Analytics users can run Analytics reports "on demand" to be delivered to their device via email. The Mobile Manager application is geared toward managers on-the-go and will operate on Wi-Fi or cellular data networks within or outside your company's firewall. Note that using Mobile Manager is dependent upon your system being configured for Role Based Security (not terminal-based security).
Performance Manager is a next generation business intelligence dashboard. This tool allows users to powerfully interact with system data and provides strong tactical support for strategic decision making. Performance Manager provides rich insight into sales, inventory, buying, customers, affinity analysis, bench-marking, and much more. This application enables business owners and department managers alike to make more accurate and profitable decisions by giving users a whole new perspective on how their business is doing.
Inventory Planner helps reduce stock outs and avoid overstocks because it is able to more accurately and precisely forecast inventory demand. Inventory Planner also provides a easier to use method for calculating and maintaining inventory order points as well as the ability to provide a ‘what-if’ analysis tool to assess the impact of changes to order points. Inventory Planner also provides a rich analytical perspective of a key inventory measures.
Capture signatures on employee transactions. With this new feature, the Signature Capture function activates whenever you ring up an employee using their account number in Customer Maintenance. The same is true in Offline POS.
Destination Tax is now available. This feature allows you to assign a tax code to a POS transaction based upon the ship-to customer's zip code. From the Maintain Tax window, you can import a "zip code to tax code" cross-reference file. In POS, the tax code defaults in the standard way (it uses the customer's tax code from Customer Maintenance, and if that is blank, it uses the store's tax code), but when you go to posting, the system changes the tax code to the one assigned to the ship-to's zip code. This feature applies to all transaction types, and applies to both the mini and big headers in POS. Note: This feature is not supported for a sale (or an immediately invoiced order) created for the default cash customer in which the zip code is being entered at the end of the transaction in the Cash Customer Information dialog.
Assign Sales Rep to a POS Transaction. This new feature allows you to select a sales rep for a transaction from amongst the users you have set up in a particular store. The Sales Rep field appears in the header of all transaction types except for ROAs and Transfers, and it is also assignable by item using the posting menu’s Enter Additional Information dialog. You can assign a Sales Rep to a specific customer in Customer Maintenance on the Additional Flags dialog of the Misc tab. See option 9300 "Default POS Header's Sales Rep to the customer's Sales Rep?" Sales Rep has no relationship whatsoever to the Salesperson field in Customer Maintenance. Unlike the Salesperson field, sales for a Sales Rep are not accumulated and viewable in Salesperson Maintenance (MSL), nor are they reportable using the Salesperson Report (RSL). The Sales Rep column has been added to the Advanced Order Entry posting grid. This column only shows line-item-specific Sales Reps that are selected in POS posting using the Addtl Info link. If you have Compass Analytics, you can report on the Sales Rep that was recorded on POS transactions/items. The advantages of using the Sales Rep field are: 1) The Sales Rep field can be assigned at the item level, versus the Salesperson field, which can only be assigned at the transaction level, and 2) The Sales Rep field is a drop-down list of User IDs which is up to 10 characters, whereas the Salesperson field is limited to two characters.
Consolidate multiple transfers into one. The transfers must be status R (request). If an item exists multiple times across the selected transfers, they are kept as separate lines. Upon completion of the transfer consolidation process, the original transfers are deleted. The consolidation process verifies that the transfers you check-marked are all status R, are all for the same transfer customer, are all for the same "from" and "to" store combination, and will result in a combined transfer of not over 996 lines. Note: If a transfer being combined was created by "sourcing by transfer" on a customer’s order, it retains the cross-reference information linking it to that customer order. The system does not, however, go back and update the order’s cross-reference information to be that of the new transfer.
Returns Validation enhancement. New option 9436 “Use lowest price on cash cust returns w/o receipt/original credit card." This option only applies when option 9537 "Returns Validation with Receipt" is not N, and the return is for the Default Cash Customer (the customer listed in option 330 "Default Customer Number). This option applies to situations in which a cash customer is returning merchandise and doesn't have their receipt or credit card used on the original purchase. It also applies when a cash customer did have their receipt or credit card, but the item being returned was not on the original purchase. With this option set to the desired number of days, the system does NOT show the regular Returns Validation window with the eligible returns for the default cash customer; rather, it simply retrieves the lowest selling price in the store (excluding manually entered promotion price, manually discounted price, and no charge items) for the default cash customer within the number of days you entered in this option, and uses that price to post the return. For example, if your policy is "Returns without receipt get the lowest price of the past 60 days," then set this option to 60. If there is no default cash customer purchase within the specified number of days (or if the item being returned has the Keep Prices field set to No in Inventory Maintenance), to proceed with the return the clerk must have security bit 767 "(MO) Allow return even if merchandise not purchased?" or get a manager override to continue.
Category Pricing Plan (CPP) enhancement. For existing Method ‘g’ Gross Margin Dollars Percent, there is a new choice, G -Greater of Average or Replacement, in the Price Code field. CPP method " g" uses the greater of these two costs to calculate the customer price. Choices for the cost are: Average, Replacement, Market, MIC "Cost Used in Calculations" (which is the default setting), and Greater or Average or Replacement.
If you select MIC "cost used in calculations," the cost used to calculate the price is derived from either a manual cost override (as long as it's input before display), the POS header Cost Indicator, or the "Cost Used in Calculations" default from Options Configuration (option 102). The system looks for a manual override first; if one was not entered, then the system looks for a POS Cost Indicator. If a Cost Indicator was not entered, the system uses the default from the "Cost Used in Calculations" option (in the Price Code field), and enters the percentage of the margin dollars (in the Percent field) to use in this calculation.
New columns in the POS Order Viewer: Tax Code and Trx Sales Rep.
Enhancement to customer lookup. New option 3514 “Include city in customer lookup list” can be set to Yes to display the City from the customer's address in the customer lookup list when looking up a customer from POS, customer maintenance, and received on account.
New option 9699 “Field Label for 3rd user in Shipping Options dialog” which allows you to setup a third user to enter in the POS Header’s Shipping Options dialog. Enter a description for the third user in this option. The Shipping Options dialog is accessed from the POS header from the Ship Via hyperlink or the Misc Menu's Option M. It also displays in the Ship Via dialog accessed from the Totals Menu Option M. This field is information only, but does display in QuickRecall in the second line of Special Instructions (Option 6349 must be set to 2). The third user does not display in Delivery Manifest Viewer (MDM) for Delivery Confirmation. Changes to this option will not be in effect until you exit and re-enter POS, as well as stop and restart the POS File Update Manager to begin seeing them in QuickRecall's Special Instructions. Customer Order Management (COM) users only (option 76 is set to Yes).
Enhancement to Batch Print Archived Documents (QRPRINT). This report now has a Code Selection page to allow you greater flexibility in selecting which customers for which to print invoices. You can select or exclude customers based upon Account Code, Balance Method, or Terms Code.
Credit Authorization improvements.
When a transaction is tendered with a Visa or MasterCard branded gift card, the card’s remaining balance will now print on the customer’s receipt.
The system now issues a void instead of a credit when the clerk voids a transaction which was already partially paid for by a credit card. For example, if the customer’s transaction is $50 and they use their credit card which only has $30 credit available, and they don’t have cash to pay for the remainder so they tell the clerk they are not going to buy the item, the system now issues a void for $30 to their credit card instead of a $30 credit when the clerk Voids the transaction. This avoids having their statement reflect the transaction. Before this change, their statement would reflect the $30 charge to their card, and also the $30 credit to their card. This benefits you as the merchant because it reduces the fees paid for the transaction, as well as not affecting cardholder’s account. This feature also applies when creating a transaction reversal of a transaction created today and paid by credit card.
New option 9388 “Print Receipt in French” for Canadian users. Set this option to Y if you want to print receipts with a French translation. Set this option to N if you do not want to print receipts with a French translation.
Additional three Location Codes for a total of six. The following functions support these additional location codes:
Inventory Maintenance Stocking tab
Physical Inventory Posting (PIP) and Physical Inventory Report (RPI). In Physical Inventory Posting (PIP), you can enter a count for up to six locations. Use option 1136 “Number of Locations Per Item” to set the number of locations you want to use in Eagle Mobile and WinPIP. Additionally, if you want to print up to six blanks for the entry of up to six locations on count sheets,use the RPI Count Sheet Option 6 “Show 3 blank columns on Two Lines."
Inventory Viewer. Use Select Columns to View to select to show the columns for Locations 1, 2, and 3. To access Locations 4, 5, and 6, click a cell in the Location 3 column, and a dialog displays with all the item's locations in that store.
Lookups in the Inventory Viewer. The existing lookup “Location 1, 2, 3” has been changed to “Location 1 thru 6.” When using this lookup, the value entered in the Location field is used to display any item with that value in any of its locations. In addition, existing lookup “From/To Locations 1, 2, 3” has been changed to “From/To Locations 1 thru 6.” When using this lookup, the values entered in the From Loc and To Loc are used to display any item where any of its Locations falls within that from and to Location range.
Inventory Import, Flexible Inventory Loading (FIL), and the Flexible Inventory Load Report (RFL)
Inventory Labels in "Fields to Print" and in the Label Manager's grid
Eagle Mobile Inventory, Location Maintenance, and Physical Inventory. Refer to option 1136 “Number of Locations Per Item” to set the maximum number of locations to limit entering up to this many count/locations in Eagle Mobile.
Laser Receiver (RRP) supports the new Location Codes if option 2849 “Print locations on Laser Receiver (RRP)” is set to Yes
Item Code Update Report (RICU)
In the Bin Labels Report (RBL), printing labels from Item Change File allows printing a new bin label if the value of any of the three additional Locations has changed. The Bin Label Change Viewer contains these three additional locations as columns.
COPYRECS (Copy Records from Store to Store) allows you to copy Location 4, 5, and 6 to the Stocking Options drop-down to copy these Locations when copying inventory to another store.
The following applications are not being updated at this time for Locations 4 through 6: HTML viewers (like ‘Available to Promise’), Inventory Change Log, and POS Full Item Display.
Indicator for items with multiple Locations. The Stocking tab of Inventory Maintenance now has an indicator to tell you when an item has more than one location entered. If the item/store displayed has more than one location, the field label displays as +Location.
New field “Label Format/Printer” in the Additional Codes Flags dialog of Inventory Maintenance. Use this field to define the item label format and printer that is always used when printing price labels for this item. This field contains these choices: 1 = Format in Option 5831/Printer in Option 5841, 2 = Format in Option 5832/Printer in Option 5842, 3 = Format in Option 5833/Printer in Option 5843, 4 = Format in Option 5834/Printer in Option 5844, or 5 = Format in Option 5835/Printer in Option 5845.The applications that respect this item-level override are:
RLA – when Label to Use is set to Windows Labels, if an item within the RLA's selected ranges has a value of 1 in Label Format/Printer, the label format used for that item is the format defined in option 5831 “Item price label format used when IMU Label Format/Printer flag set to 1” instead of the format in Option 5812 “Default price label format used for Windows label printing.” The printer that will be used is the one entered in Option 5841 ” MPS Printer Number used when IMU Label Format/Printer flag is set to 1” instead of the printer entered in the RLA screen. The same rules apply for other Label Formats/Printers; if Label Format is set to 2, the system uses the format in option 5832 and the printer in 5842, Label format 3 uses the format in option 5833 and the printer in option 5843, Label Format 4 uses the format in option 5834 and the printer in option 5844, and Label format 5 uses the format in option 5835 and the printer in option 5845.
Label Manager – When using the <Print> button in Label Manager to print labels, it has essentially the same behavior as RLA. If the item’s Label Format/Printer field is set to 2, then the format entered in option 5832 and the printer entered in option 5842 is used instead of the format and printer which are specified in the dialogs that display after pressing <Print> on the toolbar of Label Manager (the same format and printer behavior applies to items in the same batch which have a blank Label Format/Printer code).
Inventory Maintenance Print Label – if the item’s Label Format/Printer code is not blank, then clicking the Print Labels hyperlink defaults to “Price Label per Label Format/Printer” in the Label Format field. This setting uses the format and printer that correspond to the code in Label Format/Printer.
Modify Item Promotion (MIP) enhancements.
Progressive Promotions allow you to assign a markdown schedule to a group of items to gradually reduce the price of the items over a period of time in order to sell out. These could be discontinued items which will never be bought again, or even repeatable seasonal items which are being cleared out at the end of the season (and will be purchased again the next season). For example, you might have a Progressive Markdown that is 10% off first 7 days, 20% off next 10 days, 50% off next 14 days, and so on until a final percent markdown. The maximum number of percentage tiers you can have is 10. To use this feature, option 1020 “Progressive Promotions (Markdown Schedule) on System” must be set to Yes by an Epicor representative.
Two new Alerts for “Promotion Started” and “Promotion Ended” which is useful for multi-store users who add promotions centrally. With this alert, your stores know when promotions begin and end so that they can adjust signage. Refer to new options 3311 “Record ‘Promotion Started’ alerts?” and 3313 “Record ‘Promotion Ended’ alerts?”
Manually deleting an active promotion updates promo history. If you delete an active promotion in MIP, the system records the promotion sales up to that point to the Promo History Viewer. Note: If the promo to be deleted had sales that day, you must run the Daily Inventory Update Report (RDI) with option F before deleting the promo in MIP; otherwise, the sales for that day are not reflected in the Promo History Viewer.
New option 9675 “Minimum GP% for promotion price” which is used to specify the lowest allowable margin allowed when adding or changing a promotion price in MIP. This option also applies to Misc Menu selection 1-Make global changes to promotions in the grid. Enter a value from 0 to 100. Zero indicates that no minimum Gross Profit percent is required. This option only applies to adding (or changing) sale prices in MIP, and does not apply to the Markdown field in MIP. When you make the changes in Misc menu 1 and click OK, the MIP grid reflects the new promo price. When you press Change, if the minimum GP% is not met on a promotion price, you will receive the ‘Item Promotion Error’ dialog window.
New columns in Modify Item Promotions (MIP): Actual Starting Retail, Method Added, Method % Off Retail, Method $ Off Retail, and Markdown Schedule.
Modify Promotions Report (RPD) enhancements to "Add items to promotion file:"
New "Promotion Price" field allows you to add a range of items to Modify Item Promotions (MIP), all with the same promotion price.
New "Markdown" field allows you to add a range of items to MIP coded as a Markdown promotion so that sales history is not updated.
New "Item List" field (only displays if option 9585 “Inventory Item Lists Enabled” is set to Yes) that displays all items lists regardless of type. You can use an item list to indicate which items RPD should add to MIP.
RPC new report option R “Recalculate Future Promotions” can be used to recalculate the promotion price of an item when RPC(F) updates the item’s Retail. Option R only recalculates inactive promotion prices which are based on a percentage or dollar amount off retail .It does not recalculate a promotion price which is active, nor a promotion price which was added to Modify Item Promotions (MIP) with a specific, set promotion price. Option R is only allowed when using option F to finalize price changes, and does not apply to progressive promotions. If option R is unable to update the promotion price for an item whose retail has changed, the system generates an alert that "Retail Changed – on Promotion" for that SKU/store. This occurs when a promotion is currently active, or when a non-active promotion was created with a specific promotion price.
New Alert “Record "Retail Changed - On Promotion" alerts?” The effect of this is different depending on your setup:
If you use RPC Option R to recalculate promo prices when the retail price changes, set this alert to Yes to receive an alert when the retail has changed on promotions in Modify Item Promotions (MIP) where the system is NOT changing the promotion price on an item on an active promotion (doesn't apply to progressive markdowns). You will also get this alert when the item’s retail price changes, and the item is on a non-active promotion (future or past) and the promo pricing method is a set price (the system does not automatically recalculate a specific promotion price as it does a "% off" and "$ off" promotion price).
If you don't use RPC Option R to recalculate promo prices when the retail price changes, set this alert to Yes to receive an alert when the retail has changed on an active promotion. You will not be informed that the retail has changed for inactive promotions (future or past).
Improvements for Enhanced Lead Times users (option 1095 has been set to Yes by an Epicor representative). There are two new Enhanced Lead Times options:
New option 9680 "Set PO Due Dates for these PO Types using Average Lead Times?" This option controls whether or not a PO's due dates are based on the Average Lead Time (PO Header) in Vendor Maintenance (MVR) and the Average Lead Time (PO Details) in Inventory Maintenance. By selecting a PO type in this option, all POs created with that PO type will have their PO Due Dates determined by the average lead time. POs whose type is not selected in this option will have their Due Dates determined by the MVR Lead Time (manually entered in MVR).
Additional information regarding calculation of Due Dates using average lead times:
1) When a PO is created in Purchasing and Receiving or by Suggested Order (RSO), the Due Date on the header is the creation date plus the Average Lead Time for that vendor/store. The Due Date on the details added to the PO is based on the creation date plus the Average Lead Time for that vendor/store/item. 2) Sending the PO to the Vendor (Transmitting/Emailing/Faxing/Printing) causes the Due Dates to automatically recalculate for accuracy. When the PO is sent to the vendor the system automatically recalculates the header Due Date and detail Due Dates based upon the Date Transmitted plus the average lead time. 3) You can manually change the Due Date using Misc Menu 1 "Change due date on all items."
Leave this option blank if you don't want the system to calculate PO Due Dates based upon average lead times for any POs.
New option 9681 "Default "Update Lead Times" to No for these PO Types?" This option applies only when creating POs for vendors whose "Update Lead Time" flag in Vendor Maintenance (MVR) is set to Yes. This option overrides MVR "Update Lead Time" flag= Yes for the PO types specified in this option. When a PO whose type is entered in this option is created, the PO Header flag for "Update Lead Time" defaults to No instead of Yes.
If the vendor's "Update Lead Time" flag is No, this option doesn't apply. All POs created for that vendor have the PO Header's "Update Lead Time" flag set to No.
You can override this at the PO level if necessary using Misc Menu O "Change on Dock/Update Lead Times."
The PO's "Update Lead Time" field determines if the actual lead time for that PO will be included or excluded in Average Lead Time and Due Date calculations. Note: The system never records lead times for Credit, Defective, or Future POs; therefore, how the Update Lead Time flag is set on one of these PO types doesn't matter as lead times are not recorded for them.
New utility "Change ‘Use’ flag on Lead Times" which is accessible from the Inventory Menu of Eagle Browser, or by typing CHGUSE in the Launch bar. This utility allows you to change the "Use" field for lead times in Vendor Maintenance (MVR) or Inventory Maintenance (IMU). This feature requires bit 81 “Allow inventory item code updates.”
New Import Serial Numbers utility, available from the Eagle Browser's Data Import Menu. This utility allows you to add serial numbers using a CSV import file. Access to this utility is controlled by security bit 219 “View and add serial numbers.” This import only adds records to the serial number file if the SKU is on file, and the serial number does not already exist on any other SKU. If option 8990 "Require Store on Serial Number adds" is set to Yes, the import file must contain a valid store for each serial number. If option 8990 is set to No, the store is optional. The serial number’s date added is set to the current date. At the end of the import, a screen may display indicating any records that were not added with a brief description of the row number and problem with the record. The system generates a text file in C:\3apps\temp folder with details of the import.
New “Create or Clear Alternate Vendors (CAV)” utility. You can access this utility from the Eagle Browser Inventory Menu or the Inventory Reporting Menu. Use this utility to create alternate vendors or purge alternate vendors for a range of inventory items. This feature requires security bit 235 “Add/Change/Delete inventory alternate vendor information (access CAV)." Option C “Create Alternate Vendors” allows you to add the item’s existing Primary or Manufacturer Vendors as an alternate vendor for the range of inventory items selected. When using C, you must enter the vendor code to add as the alternate vendor in the "From Alternate Vendor" and "To Alternate Vendor" fields on the CAV screen. For each item matching the other selection criteria, the system checks if the value in the from/to alternate vendor matches the item’s Primary Vendor. If so, it is added as an Alternate Vendor for that item using the Order Multiple as the Alternate Vendor’s Order Multiple. If the value in the from/to alternate vendor doesn’t match the item’s Primary Vendor but does match the item’s Manufacturer, then it will be added as an Alternate Vendor for that item using the Standard Pack as the Alternate Vendor’s Order Multiple. The cost used for this new Alternate Vendor is the cost selected in the CAV screen’s "Cost to Use" field. Option F “Clear Alternate Vendors” allows you to remove an alternate vendor from the items in the selected range of inventory items. To use Option F, you must enter a from/to alternate vendor, and that vendor will no longer be associated as an alternate vendor on the items in the selected range of inventory items. Note that running CAV without Option C or F prints an information-only report showing the alternate vendor information for the selected range of inventory items.
Existing Option 9292 “Include pending transfers in overstock calculation?” is no longer used to direct the RIB (Inventory Balancing Report) as to whether or not pending transfers are accounted for when calculating the From Stores’ Overstock. Instead, the new RIB report’s Overstock Option “Ignore Pending Transfers in Overstock Calculation” controls whether pending transfers are included or not in the overstock calculation.
Added a From/To for Location for use in selecting the understocked items
Added the item’s Description to the report
Added new Overstock Option G “Transfer based on greatest overstock first.” Use Option G when pulling overstock from a Store Group and you want the quantity that is needed to come from the store with the highest amount of overstock first. When Option G is not used, then the report fills the understock based upon the order of the stores in the store group entered in the Overstock Store field (i.e. – using a store group created with closest stores first).
New Inventory Maintenance field “Label Format/Printer” which has also been added to Item Code Update (RICU).
Physical Inventory Posting (PIP) enhancement. You can now save a view with inserted/calculated columns. Then use the new Refresh button on the toolbar of PIP to reload the grid. This is useful if you've added columns or used filters, because they do not automatically get updated as items are added, removed, or changed. Simply click Refresh to see the effect of the changes.
Label Manager enhancement. You can now save your view with inserted/calculated columns. Then use the new Refresh button on the toolbar of Label Manager to reload the grid. This is useful if you've added columns or used filters, because they do not automatically get updated as items are added, removed, or changed. Simply click Refresh to see the affect of the changes.
New columns in the Physical Inventory Posting (PIP) grid: Primary Vendor, Mfg Vendor, Mfg Part #, all User Codes (code 1 thru Code D4, presented as individual codes with same column headings as in the Inventory Viewer), Order Multiple, Std Pack, Store Closeout, Pop Code, and Date Last Receipt.
Tally 5 setup for Brick Block Tile maintenance is now more accurate. The Quantity fields (Quantity 1, Quantity 2, and Quantity 3) for each unit of measure has been expanded from 2 decimal places to 4 decimal places for more accurate calculation of number of stocking units per tally 5 unit. This allows the round up and round down feature of tally 5 to more accurately calculate the number of tally 5 units for loading, so that the number of units that most closely matches the number of stocking units ordered. For example: 13 X 26 floor tile stocked by the square foot, one tile has 2.3472 square feet, and one box of 5 tiles has 11.7361 square feet. With the tally 5 set up to allow loading by boxes and each, and if set up to disallow breaks, when the clerk sells a quantity that doesn't equal an exact match of boxes and/or a complete tile, the system offers a choice to round up or round down for the number of square feet that most closely matches, and posts that quantity so that the customer is getting charged for the correct number of square feet purchased and loaded. For example, if a clerk sells 700 square feet in POS, the system calculates for the clerk the number of boxes and tiles needed to most closely match the quantity sold, and warns if the clerk needs to round up or down to for the closest match. If the clerk chose to round up to 59 boxes and 4 each, the system calculates and posts the accurate number of square feet in those boxes and full pieces of tile which in this case would be 701.82 sq feet. If the clerk chooses to round down, the number of square feet in 59 boxes and 3 tiles would be 699.47 square feet, and the system would post that amount. This allows for the customer to pay for the actual square footage they will receive.
Laser PO: the PO Number and its label are now in a bolder font to stand out more clearly for the vendor.
New field “Emailing or Faxing with no from/to’s is allowed.” Set this field to Yes if you are emailing or faxing and have entered nothing in the From/To area. This is to protect your from accidentally emailing or faxing all POs on the system (or in a store).
Laser PO – new option K “Suppress Store (Laser PO)” suppresses the printing of the store in the Laser PO’s ‘Store’ column.
Laser and non-laser PO – new option Q “Print the entire special instructions (when not selected prints only the first 12 lines)”. When Option Q is selected all of the special instructions (up to 72 lines) will appear on the PO. When option Q is not selected, only the first 12 lines of the special instructions will appear on the PO.
You can now delete multiple POs in one step by marking the appropriate POs and pressing Delete in the Purchase Order Viewer. This feature requires security bits 509 and 980. Note that if you set 980 to No and bit 509 to yes, the user can delete a purchase order, but only one at a time from the Purchasing and Receiving (MPO) header screen.
Purchasing Master File Print (RPP) enhancements.
RPP deletes a PO where all line items on the PO are cancelled (i.e., deleted).
RPP purge options have been added for deleting Status P (partially received) and Status F or T POs.
Reset Purchase Order Status (RPOS) has been added to Eagle for Windows. It is available on the Misc Menu of Purchasing and Receiving with choice F “Change status R back to F.”
RRP Laser Receiver prints new Locations 4 through 6. If option 2849 "Print locations on Laser Receiver (RRP)" is set to Yes, the laser receiver prints new Location 4, 5, and 6 (if they exist) in addition to Locations 1 through 3.
New option 431 “Default terms code to use when adding new vendors in MVR.” If a terms code is entered in this option, then when a new vendor is added in Vendor Maintenance (MVR), the terms code field in the Accounts Payable tab is set to this terms code. If this option is blank, the terms code field in MVR defaults to blank. This terms code is only used when adding a new vendor; it is not used when changing an existing vendor.
New option 5 "Display Suggested Order Info in Purchasing?" This option determines whether or not suggested order information (such as order multiple, sales history, quantity on order, etc) displays in the Purchasing and Receiving window below the posting area. Note that setting this option to anything but No means fewer lines will display in the grid. S = display a set of standard ordering fields, much of what you see on the Suggested Order report (RSO) including codes, ordering multiples, quantity on order, and select sales history. Setting this option to Y is the same as S but is for Auto Eagle users. Choices D, L, and T are like S but with some specific additional fields: D = Display suggested order information in the purchasing window and additionally the Do it Best Corp. order multiple and cost information. L = Display suggested order information in the purchasing window and additionally all 13 periods of sales history, overstock quantity, and lost sales quantity. T = Display suggested order information in the purchasing window and additionally True Value Tiered Cost information.
Mark accounts as employee accounts in Customer Maintenance. You do this on the Misc tab’s Additional Flags dialog in Customer Maintenance by setting the Customer Type field to E “Employee.” If you use Signature Capture, set new option 4911 “Note/Text to use for Signature Capture for employee purchases” to require employee signatures on all POS transactions.
Customer Code Update (RCCU) enhancement. You can now change the Customer Type and E-Mail Invoice/Credit flags via RCCU.
Customer Maintenance enhancements.
The Department tab’s grid now allows column filtering, and you can save a view of the grid that has a sort or filter.
An account can be set up as write-protected in Customer Maintenance. To do so, set up options 9055 "MCR Account code position to write-protect a customer record" and 9056 "MCR Account code value to write-protect a customer record," and then enter the code value in the code position for any customer record in Customer Maintenance. Any change/delete in Customer Maintenance and in QuickAdd in POS for customer records set up as write-protected will require the user to have security bit 993 "Ability to change protected customer record."
If the new option 9783 "Ask cash/loyalty customers if they want receipts emailed?" is set to Yes, then the blank choice in the Misc tab’s "E-Mail Invoice/Credit" is worded as “Ask if they want emailed receipts (cash/loyalty customers)” and the N choice is worded as “Do not e-mail, do not ask”. If option 9783 is set to No, both N and blank are worded as “Do not e-mail.”
A/R Statements (RSM) enhancements.
There is a new choice D “Summarize payments as detail items” in existing option 3578 “Print payment summary on A/R Statements - Open Item?” If you set this option to D, each payment appears on the statement as one detail line showing the check number of the payment in the Description column and the original document number of the payment in the Reference column. This is so that even if the payment was applied to multiple invoices, a payment detail line prints on the statement only once.
New print option W “Include YTD purchase summary from customer department history.” If the “Keep Dept History” field on the Credit tab is set to Yes for a customer, then the last page of the statement will show “*** YTD Purchase Summary ***” and a line for each department from which they have purchased during the year, with the department’s description in the Description column and the net purchases for that department in the Credit column.
New A/R aging by store. You can now run an A/R Aging Report (RAG) by store to see the A/R aging for just one specific store. Set option 9377 "Allow Aging (RAG) by store?" to Yes so that the Store selection field appears on the RAG’s From/To page. If this option is set to N, the RAG includes A/R transactions for all stores; in other words, the aging will be system-wide (all stores). If this option is set to Y and you select a specific store, then only transactions that were created in that store will be included in the RAG aging totals. For open item customers, if a payment, credit, or adjustment is created in one store, and applied to another store, it is included in the A/R totals for the store to which it is applied. In the G/L, however, if a payment is taken in store 1, it offsets the A/R in store 1, regardless of where it is applied. This means that for open item customers, the G/L by store may not match the RAG by store. For balance forward customers, all A/R transactions are reflected in the store in which they were created. Note: Finance Charge documents and balance forward documents are created based on the "Store Account Opened" in Customer Maintenance. Thus, they will be reflected in A/R based on this store.
Enhancement to the G/L Control Number Viewer which is accessed by pressing T-Acct (F11) from the General Ledger Detail Viewer (GINQ). The G/L Control Number viewer now show all entries made on the same date using the same control number. Prior to this change,the viewer would show all entries made with the same control number, where some entries that were assigned the same control number from a different date would display. Now, when inquiring as to all entries associated with a specific entry in GINQ, only those entries that were assigned the specific control number on the specific date display in the Control Number Viewer.
View Posted A/P Transactions (AVIQ) enhancements.
Check Date is a new column that displays the date selected when processing a Prepaid check through ATMU, or Manual check through RAMP, or Automatic check through APCM, or voiding checks through RPCM. The Check Date column only has a date on transactions whose Transaction Type is Automatic, Manual, or Void. The Check Date also continues to appear in the Invoice Date column.
When using the Lookup by Remit-To Vendor in AVIQ, transaction-type rows such as Automatic, Void, Manual, Credit, and Debit Trx Type now display right below the voucher they reference, so you can easily tell which transactions go with which vouchers.
General Journal Transaction (GGMU) enhancement. You can now save a view with a calculated column in GGMU.
New AP Transactions (ATMU) enhancements.
A new column has been added in the New AP Transaction Viewer for User ID. The User ID column indicates the user who adds a new voucher or changes an existing unposted voucher. For those that use APP (Purchasing to AP Passoff) to create temporary vouchers, "RRP"will be the User ID for these vouchers.
The Remit-To vendor address now appears in the header of ATMU. If there is no address in the Remit To Address fields under the Accounts Payable Tab in Vendor Maintenance, the address from the Main Tab in Vendor Maintenance is used. The address fields are view only, and cannot be modified.
Existing option 425 “Accounts Payable transaction full clear in ATMU” has been enhanced with a new value A to “Clear all fields including the Voucher Date". If you set this option to A, pressing Clear (F12) from the Main tab in ATMU clears all fields and will reset the voucher date and invoice date to show today’s date. This allows you to easily add multiple vouchers which all have the same voucher date. This will help ensure that vouchers are always entered for the current period. Setting this option to No causes the Clear key to clear all fields except for the vendor field, the remit-to vendor field, and the voucher date. Setting this option to Y clears all fields except for the voucher date.
New option 9011 “Execute separate check runs for bank codes assigned to vendors in MVR?” There is a new field “Bank Code” in Vendor Maintenance (MVR) on the Accounts Payable tab. You can now define a specific bank code for a vendor if the bank code will be different than the default bank code in the A/P Control File (ACON). This new field is used in conjunction with option 9011. With option 9011 set to Yes, you can do multiple check runs using the APCM function for all invoices selected in APMU using the new bank code field in Vendor Maintenance. If the bank code entered in APCM is the default bank code in ACON, the system will print checks for all vendor invoices selected where the vendor has either a blank bank code or a bank code that matches the ACON default bank code in MVR. If the bank code entered in APCM does not match the default bank code in ACON, the system will only print checks for the vendor invoices where the bank code in MVR matches the bank code entered in APCM. After running APCM, any invoice that did not meet the bank code criteria is still marked as ‘SELECTED’ in APMU for the user to run APCM for another bank code.
General Ledger Recurring Entries (GSJU) enhancements. You now have more flexibility when recurring entries are posted because you can now determine which entries to post at any given time during the accounting period. This enhancement includes protection against recurring entries being posted more than once within an accounting period.
Two new columns in GSJU – ‘Trx Date’ and ‘OK to Post.’ The Trx Date column will begin populating with the first ‘Post Recurring G/L Transactions (RGJG) that runs after the upgrade to release 21. This date will be the last GL date to which the recurring entry was posted to the GL (the last day of the Current Period in which the RGJG ran). The ‘OK to Post?’ column defaults to Y(Yes), but you can change it to N to control which entries post the next time RGJG runs.
The ability to add transactions using the T-Accounts viewer is now available in GSJU. The T-Acct button (F-11) has been added to the GSJU toolbar.
Post Recurring G/L Transactions Report (RGJG) enhancements. A new "From/To" page in this report gives you more control over which recurring entries will post.
New selection field ‘Transaction Type’ has the choices Permanent, Variable or All transactions. For example, if a user wants to post only Permanent transactions, selecting P for Permanent would only post those transactions whose Transaction Type in GSJU is Permanent.
New selection field ‘Source’ allows you to enter a source that would match a source in GSJU if you only want to post transactions that matched that specific Source. Leaving this blank will look for all transactions regardless of what the Source is.
New selection field ‘All entries to post?’ allows you to choose which transactions to post based on the ‘OK to Post?’ flag in GSJU or all transactions regardless of the ‘OK to Post?’ flag in GSJU.
RGJG will not post a transaction that has already posted in the current period. If the ‘Trx Date’ in GSJU is blank or has a date from a prior period, the transaction will post. If the ‘Trx Date’ has the current period date, it is assumed that the transaction has already been posted and will not post again.
RGJG will not post transactions that are out of balance. The transactions that meet the selection criteria must be in balance in order to post.
You can now pass off the tax amount on transfers to the General Ledger. The transfer customer must have both the Charge Allowed field and the Taxable flag set to Yes in Customer Maintenance. Create a tax code Maintain Tax Codes (MTX) specifically for transfer tax as a way to separate tax liabilities for reporting purposes. This tax code should be assigned to the transfer customers that allow tax on transfers. The transfer will also consider the tax code that is tied to a specific item and will calculate the tax amount based on that tax code rather than the tax code assigned in Customer Maintenance. The tax amount is recorded in the transfer’s "From" store. Transfer customers that have the Charge Allowed set to "T-Transfers" will continue to not allow tax on transfers.
Modify Receiving Documents (MRV) enhancements.
Vendor name and address for the Remit-To Vendor now appears in the AP Voucher window in MRV. If there is no address in the Remit To Address fields under the Accounts Payable Tab in Vendor Maintenance, the system uses the address from the Main Tab in Vendor Maintenance. If there is an address in the Remit To Address on the Accounts Payable Tab in Vendor Maintenance, the system uses this address regardless of whether there is an address on the Main Tab in Vendor Maintenance or not.
The new toolbar button <Inv. Mnt./F11> has been added to Advanced Receiving (MRV). While a SKU is highlighted in the MRV posting grid, you can press the <Inv. Mnt./F11> button. This will take you into Inventory Maintenance with that sku/receiving store.
The MRV grid has these new columns:
Style – The style code used to define the style attribute of an item. This only applies to Softgoods users (option 1052 is set to Yes).
The number of sessions in MRV/RRV has been increased from 9 to 999.
A new toolbar button, Invc Tot (F11) has been added to the Advanced Receiving Document Header Window to calculate the Invoice Total automatically. To display this window, click either the Freight, Other, or Invc Total hyperlinks on the main MRV screen. When you do so, the system adds the amounts currently showing in the ‘Received $’, ‘Freight’, and Other Total fields and updates the Invoice Total field with this amount. This eliminates any potential variance. Once the Invoice Total has been calculated, you still need to press Change (F5) before closing this window to write that new Invoice Total back to the receiving document.
New option 1159 “Mobile Physical Inventory Count List viewing sequence.” Requires that option 9585 "Inventory Item Lists Enabled" was set to Yes, and option 1155 "Mobile Use Physical Inventory with Count List" set to Yes. This option controls the order in which items display when viewing the Item List in Mobile Physical Inventory. Set to L to see the items in order of Location/Sequence Number, set to N to see the items in order of Location/SKU, or set to S to see the items in order of SKU.
Eagle Mobile Inventory, Location Maintenance, and Physical Inventory now have up to six locations for an item. How many locations appear in these applications is controlled by existing option 1136 “Number of Locations Per Item.”
Existing option 62 “Allow setting up Store Groups” is automatically set to Yes on multi-store systems when you install release 21.
Spooler Maintenance (MSP) now has Start and Ending dates for selection criteria to improve usability when there are multiple occurrences of one type of report in the spooler.
New option 9572 “Latest Nightly Maintenance Start Time.” You must consult with an Epicor LPS, Support Specialist, or Product Development before changing this option. Specify a time between 3:30 and 6:30 AM that specifies the latest time that nightly maintenance may start. Enter a time as h:mm (e.g. 3:45, 4:30, 6:00). Notes: 1) See also Osprey function MMO which determines when nightly maintenance begins. Ensure that you have an adequate amount of time between the MMO start time and this option to perform the required maintenance. 2) Also refer to options 9570 and 9571 to assist in the configuration of nightly maintenance performance and scheduling.
Existing option 3509 “Allow access to customer contact fields in Customer Maintenance” is automatically set to Yes when you install release 21 if option 1605 “Windows AR” is set to Yes AND option 1021 “A/R on System” is set to 2.
Security bits 931 and 932 are automatically set to Yes when you install release 21 because they were added to control functionality that existed on prior levels. In addition, bit 985 is automatically set to Yes if existing bit 629 is Yes, bit 987 is automatically set to Yes if bit 212 is Yes, bit 988 is automatically set to Yes if bit 213 is Yes, and 989 is automatically set to Yes if bit 509 is Yes.
New security bits 931 “(MO) Ability to sell Minimum Age (or selling restricted) type 1 items” and 932 "(MO)Ability to sell Minimum Age (or selling restricted) type 2 items.” These bits control the ability to sell items identified as "minimum age type 1 (or 2)’' items. Use options 9413 and 9414 (and 9417 and 9418) to tell the system what items are subject to this minimum age requirement. You can also use one or both of these bits and their corresponding options to restrict selling any type of item – not just minimum age required items. When an item identified as this type of item is posted in Point-of-Sale, if the clerk doesn't have this security bit (i.e., isn't old enough in the case of a minimum age item, or isn’t knowledgeable enough in the case of a "selling restricted" item), then a manager override is required to sell it. This means a manager old enough (or knowledgeable enough) to sell that item is required to signon. Once an override by a manager with this bit has occurred in the transaction, then selling additional type 1 items in that transaction does not require an override. The idea is that a clerk will have this bit set to No until he or she is old enough to sell minimum age type 1 (or type 2 in the case of bit 932) items, or is knowledgeable enough if using these bits and their options for generally restricted items.
The indicator as to what the minimum age type 1 options/bit are being used for (age restricted or selling restricted) is whether or not an age is entered in option 9412. If option 9412 has a value > 0, then the items identified by the user code defined in Options 9413 and 9414 are items which require a minimum age to purchase. Bit 931 is used to restrict clerks not old enough from selling this type of item. If option 9412 is 0, then the items identified by the user code defined in options 9413 and 9414 are items which are selling restricted items, and bit 931 is used to restrict clerks not knowledgeable enough from selling this type of item. These two sets of options/bits are:
931 (security bit) “(MO)Ability to sell Minimum Age (or selling restricted) type 1 items”
9412 (option) “Minimum Age to purchase type 1 items”
9413 (option) “Use Code to identify Minimum Age (or selling restricted) type 1 items”
9414 (option) “Code value to identify Minimum Age (or selling restricted) type 1 items”
and
932 (security bit) “(MO)Ability to sell Minimum Age (or selling restricted) type 2 items”
9416 (option) “Minimum Age to purchase type 2 items”
9417 (option) “Use Code to identify Minimum Age (or selling restricted) type 2 items”
9418 (option) “Code value to identify Minimum Age (or selling restricted) type 2 items”
New security 985 "Ability to access File menu's Load View" is required to use Load View from the File menu. The ability to use Load View used to be tied to option 629 which now solely controls the ability to access the Tools menu (installing release 21 sets the new bit 985 to Yes if bit 629 is set to Yes)
New security bit 987 “Change an item on a purchase order”
New security bit 988 “Add an item to a purchase order”
New security bit 989 “Delete an item from a purchase order”
New security bit 990 “Allow Warehouse Pull Ticket report” (a feature of Buyer’s Purchasing which will be released on L21.1)
New security bit 991 “Access to Prescription Record Management Viewer (RXV)”
New security bit 992 “Allow access to management level data in Compass Business Advisor”
New security bit 993 “Ability to change protected customer record”
New security bit 994 “Ability to delete in e-Invoice Viewer”
Existing security bit 212 used to control both changing a PO’s header information AND changing an item on the PO. Now it only applies to making changes on the PO header, and new bit 987 controls the ability to change an item on a PO. Installing release 21 sets new bit 987 to Yes if bit 212 is Yes.
Existing security bit 213 used to control both adding a PO AND adding an item to a PO. Now it only applies to adding a new PO, and new bit 988 controls the ability to add items to a PO. Installing release 21 sets new bit 988 to Yes if bit 213 is Yes.
Existing security bit 509 used to control both deleting a PO AND deleting an item from a PO. Now it only applies to deleting a PO, and new bit 989 controls the ability to delete an item from a PO. Installing release 21 sets new bit 989 to Yes if bit 509 is Yes.
New security 985 "Ability to access File menu's Load View" is required to use Load View from the File menu. The ability to use Load View used to be tied to option 629 “Ability to access Tools menu “ which now solely controls the ability to access the Tools menu. (Installing release 21 sets the new bit 985 to Yes if bit 629 is Yes.)