What's New on Release 22What's New on Release 22
If you haven't previously installed Release 21.2, then be sure to also review What's New on Release 21.2.
Windows Inventory Enhancements
Windows Purchasing and Receiving Enhancements
Windows Accounts Receivable Enhancements
Windows Accounts Payable/General Ledger Enhancements
Advanced Receiving Enhancements
Telecommunications/National Account Enhancements
Important: Opening the cash drawer on Debit alternate tender has been fixed. This fix may affect whether or not your cash drawer opens for debit transactions. If the option in Options Configuration for your debit alternate tender entitled "Alternate tender open cash drawer?’ is set to No, then the cash drawer only opens for debit transactions when the consumer is getting cash back. If this option in Options Configuration is set to Yes, then the cash drawer opens on all debit transactions, regardless of whether the consumer is getting cash back. Be sure to verify that this option is set correctly for your business. On some prior software releases, this option worked the opposite as it was intended, so it may work the opposite of how you expect on release 22 unless you correct it.
The Eagle Loyalty Manager provides retailers with a new level of flexibility as to how to reward their loyalty customers and also manage, monitor, and measure the program. Eagle Loyalty gives you a powerful toolset to build an effective loyalty program that also differentiates you from other loyalty programs. Features of Loyalty Manager:
Reward loyalty customers in multiple methods (Points, Dollars, Promotions, Coupons)
Print coupons on receipts at POS to ‘bounce’ the customer back to the store
Reward frequent purchases with ‘punch’ card capability built into Eagle
Support for multiple loyalty levels (Gold, Silver, Bronze) with automatic movement between levels
Enhanced loyalty points calculation including multipliers and bonus points at the item level
POS enhancements
Ability to enter Gift Card for reward dollars at enrollment
View Loyalty Dollars balances at POS
Points earned this transaction on receipts
GL enhancements for Loyalty Dollars
Loyalty Manager Reporting to manage, monitor, and measure customer and loyalty performance
Coupon Analysis
Rewards Analysis
Additional Market Baskets by Customer and Promotion
New Tablet POS. Eagle Tablet POS lets you meet your customer where they want or need to be, help them find what they want, and complete the transaction without going to checkout. All you need is a lightweight, easy-to-use tablet computer. If the item is bar-coded, your customer will be happily on their way in no time. Eagle Tablet POS lets you accept credit card and on-account transactions anywhere, using most any Apple tablet device (Android coming soon) with a Wi-Fi or mobile wireless Internet connection. Designed specifically to price and checkout bar-coded items, the solution also lets you search for and locate items of interest.
You can also retrieve customer and loyalty information, and even set up new customers and loyalty accounts. It’s easy to check a customer’s credit status, and then by scanning a barcode using the tablet’s camera or using a wireless Bluetooth-enabled scanner, complete the sale. Print a receipt on a wireless printer or through one on your network, or email the receipt directly to the customer. Now you can serve customers in the aisles, at outdoor locations, almost anywhere—and you’ll have an extra line-busting tool when things get crowded. With more satisfied customers and fewer left baskets, you’ll enjoy greater revenues and loyalty.
Manufacturer Coupons. POS now supports scanning Manufacture Coupons. This is a retail feature that is available on Sale and Suspended transactions only. Manufacture Coupons supports all barcodes that are used on Manufacture Coupons – GS1, UPC, and 3 of 9. The sum of the manufacture coupons scanned in POS during posting is automatically entered into the Mfg Coupon Alternate Tender. The clerk must validate that the item is on the transaction, and monitor any limitations printed on the coupon such as “limit one per transaction.” Use the Eagle's ability to include/exclude company prefixes and/or family codes to control what manufacturer coupons POS will accept. The Maintain Manufacturer Coupon Validations (MMCV) window is where you indicate which type of Manufacturer Coupons will be accepted (or not accepted) at POS, and the Manufacturer Coupons Viewer (MCV) allows you to view what coupons were scanned or manually entered into POS, whether or not a coupon was valid, and provides details about the coupon, such as its value.
New option 5101 “Include Backorders in Running GP%.” This option determines if the running gross profit percent of the transaction, which displays above the Item (SKU) field in the posting area, includes backordered quantities. This option is for Customer Order Management/Advanced Order Entry users, and applies to POS stations with option 220 "Display Running GP%" set to Yes. Set option 5101 to Y if you want the running GP% to be reflective of both the on-order and backordered quantities of the transaction. Set to N if you want the running GP% to be only for the on-order quantities. Note: To set this option to Y, option 5100 "Include backordered items in Transaction Total" must be set to Y.
“No Charge” SKU enhancements. The POS No Charge flag in Inventory Maintenance, on the Stocking tab’s Additional Fields dialog, now allows the following:
New setting Z, "Yes, post with .00 price and NO CHARGE comment.” This setting means the item automatically posts with a price of .00 and the “NO CHARGE” comment line posts beneath the item.
New option 9582 "Post 'NO CHARGE' comment when posting an item as No Charge."
Bill of Materials enhancement – when posting a Bill of Materials (BOM) in POS and adding a component, there is a new field called “Price to Use” which can be set to blank (use the customer's normal price), 1 thru 5 for Matrix Price 1 thru Price 5, R for Retail, L for List, A for Average Cost, and C for Replacement Cost.. This new field has also been added to the Add Component dialog in Maintain Bill of Materials (MBM).
New option 9279 “Does Prompt for Customer Info in POS apply to all customer types?” When this option is set to Yes, the Prompt in POS flag on the Misc tab of Customer Maintenance (MCR) applies to all customers, not just cash (*) customers. The "Prompt in POS" flag controls whether or not POS displays the Cash Customer Information dialog where the clerk can enter the customer's name, address, and phone number. If you have generic cash customer accounts that are not preceded by an asterisk, and you want POS to prompt the clerk for customer information, then set this option to Y and set the account's "Prompt in POS" field in MCR to Y.
Option 9129 “Require specific fields when adding account using POS Customer QuickAdd” has a new selection G=Loyalty Gift Card Number. This applies to customers who have Epicor’s Local Loyalty and In-Store Gift Cards and who issue reward dollars to a gift card stored on the loyalty customer’s account.
New column “AP Vendor Code” in the Daily Journal Viewer. This new column, which is initially hidden but can be selected for viewing, is part of the "Create AP Vouchers from POS Refunds" feature.
Enhancements to Tax Code Maintenance (MTX). These enhancements tell the system to tax an item using the correct location’s tax code. These enhancements are useful if: 1) You have a central ordering desk and create orders for a single customer who is ordering and picking up from, or having delivery from, multiple locations/stores. 2) You have a customer who, for a specific list of products, is state tax exempt but not county/city tax exempt. You have two stores, each with different county/city tax rates. When the customer purchases one of these items in store 1 it must be taxed using store 1's "state tax exempt" tax code, and when they purchase one of these items in store 2, it must be taxed using store 2's "state tax exempt" tax code. The enhancements are:
A Tax Code can now have its own Tax Override Plan. This ensures that when you change the tax code on the POS Big header to that of the delivery location, items which require an item-level tax code override using a tax override plan will have the correct tax code applied. To do this, create a Tax Override Plan using the override tax code for that tax jurisdiction, and then place on that plan the categories of the items to which that tax code override applies. Then assign the Tax Override Plan to that tax code in Tax Maintenance (MTX). Note: You will need a tax code with its own tax override plan for each delivery location whose tax rate is different from your store.
For multi-store users, a Tax Code can be configured as a "By Store" tax code. To do this, set option 8883 “Allow use of 'by-store' tax codes in POS” to Yes. (Note: the Destination Tax capability does not support "By Store" tax codes.) A "By-Store" tax code is a‘parent tax code which links one tax code per store that POS uses based on the store in which the transaction is being created. This feature supports the situation where you have customers who purchase in multiple stores, who are taxed at a different rate than the store's normal rate on all or some items (they have a tax code or a Tax Override Plan in Customer Maintenance), and you have different tax rates per store.
New Category Type R “Tax Exempt” for Tax Override Plans. The Tax Exempt Category is a new store-specific field in Inventory Maintenance. It is intended to be used as a Category Type in a Tax Override Plan to identify the items for which the customer is tax exempt based on the POS lockin store. Use this feature if you have items which are taxable for some customers, but tax exempt for others. The item’s tax exemption eligibility is also determined by the state in which it is purchased. For example, if a farmer purchases from locations which are in different states, an item may be tax exempt in a store located in one state but not in another. Set this field to a value that makes sense, like F for farmer, in the stores where that item is tax exempt for farmers, and leaving it blank in the stores in which it is not tax exempt for farmers. Access this field by clicking the Code tab’s Tax Status label. You can enter any single character. Create a Tax Override Plan which is assigned a 0% tax code and select Category Type R. When prompted for the value of the Tax Exempt Category enter F. Assign this Tax Override Plan in Customer Maintenance to each farmer. In the Tax Code Override plan, use a ‘By Store’ tax code that links to a 0% tax code for each store.
Penny elimination for Canada. For Canadian users, POS now rounds transaction totals to the nearest 0 or 5 on cash transactions requiring change in pennies. Cash transaction totals ending in 3, 4, 6 or 7 will round to the nearest 5; totals ending in 8, 9, 1 or 2 will round to the nearest 0. To use this feature, you must have option 200 Store's Country Code set to C. You must also set up options 9954, 9955, and 9956 in Options Configuration, which tells the appropriate SKU to round up or down. You must set up two non-merchandise, non-taxable SKUs, one to round up and the other round down. At POS, if the customer gives the clerk an amount that would require change with pennies, the system automatically posts the appropriate SKU (round up/down) and displays the change to be returned to the customer. If the transaction is anything other than cash, there is no change in transaction flow.
New option 9800 “Tender Types allowed when no cash drawer.” If you use the new Cash Drawer Locking feature, use this option to indicate what tender types a clerk or manager can accept at a POS station when the cash drawer(s) is locked by another clerk, and they have selected "Proceed without using cash drawer" when signing into POS. If you include Debit (and you have an Alternate Tender Type set up for debit), the system does not block the customer from selecting "cash back" on the signature pad. The tender types from which you can choose include the following: Credit Card, Charge, Check, or any of the Alternate Tender types (1-10). Note: If the clerk’s security bit 595 “Ability to access cash drawer” is set to No, it overrides option 9800; the clerk can only create a transaction for a charge customer.
New option 9796 “Does this POS station have a physical cash drawer?” Set this option to Yes if this station has a physical cash drawer. Otherwise, set to No and use Option 9800 "Tender Types allowed when no cash drawer" to indicate which tender types can be taken at this terminal.
Two new columns in QuickRecall. The columns Header Tax Code and Total Tax are initially hidden in QuickRecall, but can be selected for viewing.
New option 8624 "Print BOM components on receipts." Set this option to Yes to print the components for a Bill of Material (BOM) on 40-column receipts. This applies to all types of transactions that can print to the receipt printer such as sales, layaways, orders, and loading tickets. You must also set the "Print" selection in Maintain Bill of Materials to B or I. The printing of components with zero quantity is governed by the setting in Option 5389, while the quantity printed for each component is controlled by the value in the BOM header's Print flag.
New columns in the Gift Card Viewer (GCV).
The new "Type" column is available for In-Store Gift Cards users. It is located in the header viewer, and has the following possible values.
Blank = a purchased gift card
CREDIT = when a clerk issues a gift card for a refund
LOYALTY = If you use the Local Loyalty feature, this is a Loyalty Rewards gift card that is stored on the customer’s account when the GCC (Loyalty Points Conversion) report is run to convert sales points to reward dollars.
Note the following:
The card’s Type determines which GL account will be updated when the gift card is used to pay for a purchase at POS (see Accounts Payable/General Ledger Enhancements, for details on setting up GL to track in-store gift cards by Type).
After installing release 22, the system automatically sets the Type when a new (or re-used) In-Store gift card is activated. Gift cards sold on a transaction will have the Type set to blank. Gift cards issued for a refund will have the Type set to CREDIT. Gift cards created for loyalty rewards will have the Type set to LOYALTY.
Release 22 cannot automatically identify existing in-store gift cards that were issued for a Merchandise Credit. This can be done manually in GCV using Misc Menu 6 “Change Card Type.”
New "Points Converted" column in the transactions viewer for Local Loyalty users indicates the number of points that were converted to reward dollars by report GCC.
New "Customer" column applies to Loyalty in-store gift cards using the loyalty customer’s account number
New "Job" column will be activated on a future release.
New option 9583 “Create Sourced Transfers as Request or Complete” for Customer Order Management users. This option allows you to source orders by transfer and without clerk intervention. The transfer is automatically created with a ‘completed’ status instead of as a ‘request’ status. This updates both inventory and the sales order immediately. The sales order’s backorder quantity is automatically moved to the order quantity so that the clerk can recall the order and invoice it. This option has three choices (defaults to R): R = Request, C= Complete, and B = Create as Complete and add order to invoicing batch. The batch name will be mmddyyyySRCXFR, where mmddyyyy is today’s date. Use the Batch Invoice Report (RBI) to invoice the batch (set Batch Invoice to B and leave Batch Number blank). Epicor suggests you add the RBI to a daily queue, being sure to set “Use run date” to Yes. Also, if you want the invoices to print, add QRPRINT with Option B “Batched Invoices Only” and "Use run date" set to Yes to a separate queue with a time cushion to ensure all orders in the batch have gone through invoicing before the QRPRINT runs.
Note: This option applies both when creating a transfer transaction from the POS Header Menu, and when sourcing by transfer at the line-item level from the Source menu. It does not apply to transfers created from Inventory Balancing (with RIB, VIEWZA, or VIEWRIB), nor does it apply to transfers generated when finalizing a Centralized Distribution PO with RRP (these transfers are always created with a Request status).
Create AP Vouchers for POS refunds automatically. This capability is controlled by option 9963 “Create AP Checks for POS refunds.” With this feature, POS refunds tendered with the “AP Check” Alternate Tender (Alternate Tender type "B") will have an AP Voucher created for the refund amount when new report CVP “Create AP Vouchers for POS Refunds” is run. You must enter the template vendor in option 9964 “Vendor template used to add temp vendors for AP Checks for POS refunds,” and the start date in option 9965 “Start Date for creation of AP Checks for POS refunds.” You must have security bit 1046 “Create AP Vouchers for POS refunds (CVP)” to use this feature.
New “Loyalty Level” field in Customer Maintenance for Loyalty users. This field controls which promotions a loyalty customer will receive at POS based upon their loyalty level. Both Modify Item Promotions (MIP) and Dynamic Promotions (MDP) support the ability to enter a ‘From’ and ‘To’ Loyalty Level on Loyalty Only promotions. For Local Loyalty users (option 1182=L or option 9995=L) with option 9994 “Loyalty Manager Points Calculation on System” set to Yes (requires Option 9993 Loyalty Manager on System), this Eagle Compass-based loyalty program calculates and then updates the customer’s Loyalty Level based on their purchases and the parameters you have defined. The customer’s Loyalty Level is found in Customer Maintenance (MCR) by clicking GoTo and selecting option F "Maintain Loyalty Levels," or by clicking the Loyalty # hyperlink at the top of the screen to display the Customer Add/Change dialog. Up to 99 levels are allowed. Refer to the Windows Inventory Enhancements section for more details on setting up a promotion for loyalty customers of a certain level.
Local Loyalty users can display a customer’s loyalty level in POS. Use option 9996 “Display Loyalty Level in POS” to tell the system if the customer's Loyalty Level displays in the POS mini-header beneath the P.O. number. The choices for this option are: L= Local Loyalty Level and N=None. The customer's Loyalty Level can be found in Customer Maintenance (MCR) by clicking GoTo and selecting option F "Maintain Loyalty Levels," or by clicking the Loyalty # hyperlink.
New option 8622 “Included Backorder Quantity in MSU comment line?” This option applies to Multiple Selling Unit (MSU) items that have a backorder quantity that is greater than one. Note: The MSU comment line's quantity is always based on the selected MSU selling unit. If you want the MSU comment line to print a single quantity that is the sum of the On-Order Qty (available) and the Backorder (B/O) Quantity, set this option to T. If you want the MSU comment line to print only the On-Order Qty (qty available to pick), set this option to A. If you want the MSU comment line to print both the On-Order Qty and the B/O Qty, set this option to B. For example, the item is stocked by the EA and has an MSU unit of BX with Quantity Factor of 100 and a specific price of $159.99. The customer needs 3 BXs and only 2 BXs are available, so 1 BX (100 EA) is backordered. If this option is set to T, the MSU comment line will be: 3/BX - $159.99 per BX. If this option is set to A, the comment line will be: 2/BX - $159.99 per BX. If this option is set to B, the comment line will be: 2/BX (b/o 1) - $159.99 per BX. Note: When set to B, if the item's backorder quantity is 0, it is suppressed in the MSU comment line.
Service Order enhancements for “Service and Repair" users.
There are now additional statuses for a service order, giving you up to 10 different statuses that can be used to represent the different stages through which a service order must go. In addition to existing options 9310 through 9314 in Options Configuration, you now have additional options 9985 thru 9989. The additional statuses are also relevant to option 9327 “Service Order status changes which generate prompt to e-mail customer.”
In the Service Order Viewer, the titles of existing columns now show the user-defined code description from options 9318-9320, and the value in these columns now shows the value and description from the tables defined in corresponding options 9321-9323. For example, if you set option 9318 "Custom Field Label for Service order Code 1" to WARRANTY, then in the corresponding table in option 9321 you would list the various types of warranties, such as PARTS ONLY WARRANTY, LABOR SERVICE ONLY WARRANTY, FULL WARRANTY LABOR/PARTS, AND NO WARRANTY.
New option 8716 “Prefix of template SKU used for regular posting instead of s/o posting” for Advanced Special Order users (option 1028 "Special Orders Allowed in RPOS" set to A). Use this option to allow adding non-stock items in POS, and posting them as regular items instead of special order items.
This applies when using template SKUs in POS posting to add special order or non-stock items to inventory. Refer to online help topic "Quick Add of Non-Stock Items Overview" for more details.
To add an item to inventory and have it post in POS as a regular item with both the price and cost set to the trade-in value entered in the Cost field of the ‘Add SKU’ dialog, use a template SKU whose first three characters match the value entered in this option. Once the item has been added using the “Add SKU” dialog, it will be displayed in the posting area with the Price populated with the item’s trade-in value.
For example, set this option to TRA and add template SKU "TRADE-IN." In POS, type the template SKU "TRADE-IN" and press <Credit>. When asked to enter a price, press Enter and the Add SKU dialog displays. Enter the trade-in value in the Cost. Once added, the item displays in the posting area with both the Cost and Price set to the trade-in value. Press <Enter> to post the credit (or press <Credit> if it hadn’t been initially used when entering the trade-in sku).
To effectively use this capability, Epicor recommends:
Select C (Cost) and R(Retail) in option 9859 to ensure the clerk is required to enter the trade-in value in the Cost and get a retail value set in Inventory Maintenance for future sale of this trade-in item.
Bypass returns validation by entering the user code defined in options 8943 and 8944 on the trade-in template sku. Update requires Option 1028 "Special Orders Allowed in RPOS" be set to A, "Advanced Order/Special Order".
Include backordered quantities in extensions and totals when you print orders. To do this, use new option B when you run the Open Orders / Pick Tickets Report (ROO) report.
New option 9092 “Print Loyalty Points Earned from current transaction on the cash receipt.” Local Loyalty users (option 1182=L or 9995=L) who award points using CALCPNT (option 9061=Y) can now print the "points earned this transaction" on the customer’s receipt. When this option is set to Yes, the receipt will print the following: "You just earned xxxx: {label in option 9065}” where xxxx is the points earned for this transaction. Note: Customers using the new Compass Loyalty Manager Points Calculation should not set this option to Yes.
The Shipping Options dialog now records up to four users' activities in the order processing workflow for Customer Order Management (COM) users. This user activity information can be reported by Compass. Set up new option 9780 “Field Label for 4th user in Shipping Options dialog” to allow you to set up a fourth user to enter in the POS Header’s Shipping Options dialog. New options 9678 and 9679 can be used to define field labels for the first and second users in this dialog (they are initially set to Loaded By and Delivered By, respectively). The Shipping Options dialog can have up to four of the header transaction codes shown as their own separate, one-character field, each with their own user-defined field label (see new options 4801- 4804), and their own user-defined choice list (see new options 4806 thru 4809). The code only appears in the dialog if its user-defined label is not blank. Note: If a choice list is defined for a code, you can only select from that drop-down list of codes--you cannot enter your own. If no choice list is defined, you can enter any one-character code. Do not set up the fourth header transaction code (options 4804/4809) as a user-defined code if you generate POs for special orders and/or source items by transfers. You can identify one of the four transaction codes as your Order Status by entering that code position in new option 4811 “Order Header Code Used as Order Status.” When saving an order in totals, to prompt the clerk to update the order status, set new option 4812 “Prompt for Order Status Change?” to A ‘Always ask’ or B ‘Ask if blank’. The four transaction codes were added as separate columns in the POS Open Orders Viewer, allowing you to use the grid’s filtering capability to view only the orders with a particular value in the code.
Existing option 5951 "POS Print Regular Price or You Saved line on POS receipts" has two new choices, S and B. Set to S (You Saved) to have the customer receipt print an additional line with the amount the customer is saving when the customer's price is not the same as the suggested price. When set to S the receipt prints on a second line which says "You Saved" followed by the amount saved (the difference between the suggested price and the customer's price times the quantity sold). Set to B to have the customer receipt print both Regular Price and You Saved when the customer's price is not the same as the suggested price. The system determines the suggested price based upon Option 140 "Suggested Price to Print?"
Add funds to or subtract funds from an In-Store Gift Card. This enhancement allows you to adjust the value of a card from the back office using the Gift Card Transaction Viewer (GCV). This means you can create adjustments without having to conduct a sale or add funds to a card through Eagle for Windows Point of Sale. If you set option 9894 “Enable separate GL accounts for In-Store Gift Cards” to Yes, the system updates General Ledger for these backoffice adjustments.
AIMI Interface. The AIMI eBook Pro firearm tracking system is a Bound Book inventory system for firearms dealers. The Eagle AIMI interface allows federal form 4473 information, exported by AIMI, to be imported by Eagle POS to perform the actual sale of the firearm.
Alternate Part Number Report (RAP) enhancement. RAP now prints SKUs that have a “Sells With” and/or a “Sells/Credits With” SKU in Related Items Maintenance. Report option “W – Only Sells Withs” has been added to use in conjunction with Report Type C (Print POS Sells Withs/Relateds). The report prints all items within the specified From/To range by store that have a Sells With and/or Sells/Credits With SKU assigned in Related Item Maintenance.
New Misc tab in Inventory Maintenance (IMU). This new tab has the following new fields that appear for all users. The fields in this list that are preceded by an asterisk can have a default value set up in Fineline Maintenance (MFI), Class Maintenance (MCL), or Department Maintenance (MDE) so that items added with that fineline, class, or department are added with the designated default value.
Item Dimensions (information only fields) – Height, Width, and Depth, in inches. Item Weight from the Stocking tab is also displayed for reference. Cubes can be toggled between cubes in feet or cubes in meters.
*EBT/FS Item? - for Grocery or Pharmacy stores that honor Electronic Benefits Transfer (EBT) for food stamps, this field identifies EBT items. You can use this field instead of assigning a Use Code per options 1073 and 1074. (Note: the system still supports Use Codes if you want to continue to use them)
Blank = Not a EBT/FS item
Y = Yes, EBT/FS item
FSA/HBC Item? - for Grocery and/or Pharmacy stores that honor consumer Health Benefit Cards/Flexible Spending Account (FSA),
Blank = Not a FSA/HBC item
H = Health Care item
R = Rx prescription item
*Restricted Hours code – assign the Restricted Hours Selling Code that defines specific days and/or hours during which an item cannot be sold at POS. For example, some counties have day and/or time restrictions on selling liquor. This field’s label is a hyperlink which displays Restricted Hours Selling Codes Maintenance.
*Age/Selling Restricted – use this Minimum Age or Selling Restricted field to indicate this item is 1 = Type 1 restricted, or 2 = Type 2 restricted. Use this field instead of assigning a use code per options 9413/9414 and 9417/9418. (Note: the system still supports Use Codes if you want to continue to use them.)
*Special Fee Code. This field is used by POS and Purchasing as an alternative to using “Sells With” because it is easier to set up and maintain. You create just one Special Fee Code that links the "Sells With" SKU to the code, and then assign the code to the items to which it applies (using Inventory Maintenance, RICU, or Inventory Import). You no longer need to add the "Sells With" SKU to every item to which it applies. Important note when converting to Special Fee Codes: If an item has both a Special Fee Code and a Sells With, two Sells With's will post in POS.
Purchasing optionally uses the Special Fee Code; the amount passes to its own G/L account (through Advanced Receiving's MRV/RRV). Note: The special fee on a PO is not reflected in the merchandise total, and therefore does not affect the calculation of Freight or Other charges, nor does it affect the item’s average cost when updated by the Receiving Report (RRP).
*Weighable? (store specific). This field is for grocery stores to identify the item as weighable. The item is weighed at POS using an integrated scale. Use this field instead of assigning a use code in options 122 and 123. (Note: the system still supports Use Codes if you want to continue to use them.)
New Tax Exempt Category field for multistore users. This new field in Inventory Maintenance can be accessed by clicking the Code tab’s Tax Status label, which is now a hyperlink. You can enter any single character, number or letter. It is intended to be used as a Category in a Tax Override Plan to identify the items for which the customer is tax exempt. Refer to the “POS Enhancements”section for details.
Multi-Store synchronization enhancement. Existing option 2000 “Store specific fields to copy to synchronize with other stores (IMU)” has the new choice 7=Restricted Hours Selling Code. In addition, new option 2001 “Store specific fields to copy to synchronize with other stores (IMU) – 2” has the following choices: 1=Special Fee Code, 2=Weighable? (Y/N), and 3=Tax Exempt Category.
Fineline/Class/Department enhancement. In Fineline Maintenance (MFI), Class Maintenance (MCL), and Department Maintenance (MDE), there are seven new default fields located on a new hyperlink called Additional Fields. Use these fields to set the values you want the system to use when new items are added to inventory. Two of the default fields, Tax Code and Label Format/Printer, are existing fields which can now be added with a by-fineline, or a by-class, or a by-department default. The system first uses the default value entered in MFI, and if that field is blank it uses the default value entered in MCL, and if that is blank it uses the default value entered in MDE. For example, if most items in a class are Weighable, enter a Y in this field for that class. Adding an item in this class will set the Weighable field on that item to Y.
Enhancements to copying store-specific fields. Existing options 2004, 2005, and 2006, “Store specific fields to copy to all stores when <Change> pressed in XXX” (XXX = MDE, MCL, or MFI, respectively) have four new choices. I=Restricted Hours, J=Special Fee Code, K=Weighable?, L=Tax Code, and M=Tax Exempt Category. Select the fields you want kept the same for all stores when you display the department, class, or fineline in one store and change that field.
New option 2020 “Default for Print Labels field.” This option allows you to default the Print Labels field to B “bin label only” so that item labels do not print by default. Previously, a new item’s Print Labels field always defaulted to Y “print item label and bin label.”
Two new fields in Item Code Update (RICU). The fields Age/Selling Restricted, and Special Fee Code are now available in RICU.
New fields in Inventory Import. The following fields have been added to Inventory Import. These fields are updated directly, meaning they do not get processed with Flexible Inventory Load (FIL) and the Inventory Load Report (RFL).
EBT/FS Item?
FSA/HBC Item?
Restricted Hours
Age/Selling Restricted
Special Fee Code
Weighable?
Gift Card
New fields in Label Manager. The following new fields can print on labels, and most have also been added to the Label Manager grid:
EBT/FS Item?
FSA/HBC Item?
Special Fee Code
Alternate Vendor Description 1 (not added to label manager grid)
Alternate Vendor Description 2 (not added to label manager grid)
From Loyalty Level
To Loyalty Level
New “Branded Item” field in Ace Catalog. This new field has been added as a new column (initially hidden) in the Catalog’s Item List screen. It has also been added to Inventory Maintenance (IMU) on the Selling Prices dialog. This catalog field is maintained by Ace EFM. The possible values are:
A = Private
C = Commodity
I = Imported
M = Miscellaneous
N = National
S = Special
Note: Items with a value of A, S, or M will not display in iNet.
Modify Promotions Report (RPD) enhancement for multistore users. RPD can now copy a promotion from one store to another store, from one store to All stores, or from one store to a group of stores (by specifying a store group). To use this feature, select the new Update Type 3 “Copy promo to another store.” On the Options page, you must enter the “From Store” in which the promotion currently exists, and in the “To Store” enter a specific store to which to copy that promotion, select to copy to ALL stores, or select a store group to which to copy that promotion to all stores in that group. Use the From/To page to enter the relevant selection criteria.
In addition, existing Update Types 1 (add) and 2 (change) which previously supported either a specific store or All stores, have been enhanced to support store groups. This means a new promotion can be created for all of the stores in a store group by entering a Store Group code, G1-G99, in the “Store:___” field. Similarly, you can enter a Store Group when using Update Type C to change a promotion’s Start and End Dates.
SHRINK has new report Option Z "Treat Zero Quantity on Hand (QOH) as blank." One rule of the Shrink the Inventory File (SHRINK) program is that an item with a non-blank QOH (including 0) will not be deleted by Shrink. However, you can now use Option Z to tell Shrink to go ahead and delete items that have a QOH of 0.
Locations 1-6 added to Item List Maintenance (LISTS). These fields are initially hidden, so right-click a column heading and "select columns to view" to display them in the grid. Multistore Users: Location is store specific and Item Lists are not; therefore, enter a Store in the new Store field at the top of the screen to see the locations for that store. If the item doesn’t exist in that store, the Locations for the first store in which the item exists displays in the grid.
New option for Receiving Report (RRP). New print Option L “Print only items being received for the first time” can be used when running a non-finalizing RRP. With this option, only items with a blank Last Receipt date will print.
Print Item Bin Labels (RBL) for items being received for the first time. When printing bin labels from the Purchasing file, you can set the new field “Only print new items?” on the Options page to Y. Only items with a blank Last Receipt Date in Inventory Maintenance print. When used on a status F, P, or T PO, all new items print. When used on a status "R" PO, only items being received print – this applies to PO being received with either ‘All’ or ‘Only’. In addition, the From/To page now has a from/to for Date Created.
Add price changes for a group of stores. For multistore users with option 118 “Keep Prices the Same in All Stores?” set to No, you can now run the Price Changes Report (RPC) for a Store Group by entering it in the Store field.
Loyalty Only field has been added to MIP. You no longer have to use the three-letter code for your loyalty program in the Promotion Type field. Instead, you can now simply set the Loyalty Only field to Y. Tip: Using this new field also lets you have a single promotion where some promotional items are for loyalty customers only, and others are available to all customers. Note: Using the three-letter code is still supported if you prefer to use that method.
From Loyalty Level/To Loyalty Level has been added to MIP. You can enter the range of loyalty levels to which a promotion applies. For example, if you want to offer a special promotion to only your highest level loyalty customers, enter that level in both the "From" and the "To" fields.
Access these new fields (Loyalty Only, From Loyalty Level, and To Loyalty Level) by clicking Misc and selecting option 1 “Make global changes to promotions in the grid.” You can also access these new fields in MIP by manually adding items to MIP by clicking Add. Lastly, you can access these fields in the grid (they are initially hidden; right-click a column heading and "select columns to view" to display them in the grid.).
You can copy these fields to a new promotion by clicking Misc and selecting option 3-Copy Promotion.
Maintain Dynamic Promotions (MDP) enhancements.
New "From Loyalty Level" and "To Loyalty Level" fields. While the existing Loyalty Only field allows you to indicate if a promotion is for loyalty customers only, these new fields have been added to give you control over which loyalty promotions a loyalty customer can receive based on their level.
Best Pricing. Applies to Dynamic Promotion (DP) Types 1, 2, 3, and 13. The system compares the result of giving the DP with not giving the promotion, and gives the customer the best price. If the DP pricing is not used, the items may not participate in another DP on the same transaction. Set option 9802 “Dynamic Promotions - Default for 'Use Best Price?'” to Yes in Options Configuration to use the Best Price. This option can be overridden in MDP by using <Change> on that promotion and setting Use Best Price? field to No.
Prorated Return Price (requires using Returns Validation). This means the return price of each item is calculated based on its percentage of the total price of the items before the Dynamic Promotion. Set option 9804 “Dynamic Promotions - DP Types 1, 2, 3 defaults to Prorated Return Price” to Yes to use the prorated return price on these three DP types. This option can be overridden in MDP by using <Change> on that promotion and setting Prorated Return Price? field to No. For example, the DP states that if customers buy a broom for $12, they get a $6 dustpan free. This means the broom sells for $12, and returns for $8, and the dustpan sells for $0, and returns for $4. The reason for these return prices is that the broom is 2/3 of the pre-DP price and the dustpan is 1/3.
Notes:
The return price for DP Types 9 and 10 is determined by option 9806.
Option 9528 “Returns Validation - use Return Price for Dynamic Promotions” must be set to Yes to have the system use the calculated Return Price.
The return price for DP Type 7 is a proration of the totals-based discount when Option 8942 “Returns Validation - use net return price?” is set to Yes.
The "DP Return Price" column in QuickRecall displays what the return price will be if that item is returned. The return price is also what displays in the Returns Validation dialog.
The calculation of return price for DP Type 8, which is a totals-based discount, has not been implemented yet.
You can now determine the promotion level at which purchases qualify for the promotion with "Qualifying Purchases." This feature applies to all DP Types except for 7 and 8. The system no longer uses options 610, 630, 660, 680, 700, 9559, 9560, 9801, and 9803 to determine qualifying purchases. Instead, you now use options 9812-9820 to set the default you want to use in MDP. You can override one or more of these settings in MDP by clicking Change on that promotion and clicking Qualifying. New security bit 1049 controls the ability to change a promotion’s Qualifying Purchases flags.
Notes:
Since Qualifying Purchases works in their place, Epicor has removed "Rebate Given On" from DP Type 9, and "Include Items" from DP Types 11 and 12.
Qualifying Purchases has not yet been implemented for DP Type 8.
New option 9807 “Dynamic Promotions - print Return Price on receipts and enhanced forms” determines if the Dynamic Promotion Return Price prints on customer receipts and invoices to tell them what price is given on returns. Printing on invoices requires using an Enhanced Form. When set to Yes, the receipt (or invoice) prints a line beneath the item which says "Return Value is $xxxx.xx". Where $xxxx.xx is the return price as calculated by the system.
"Show Past Promotions" is a new field in MDP which defaults to No to show only current and future promotions. The No setting only applies to promotions whose Active flag is N; it does not apply to Active promotions, regardless of how old they are. Set this field to Yes to see Dynamic Promotions with an End Date in the past.
When you install Release 22, on existing Dynamic Promotions the Use Best Price and Prorated Return Price are both set to No. The Qualifying Purchases fields are set based on the existing settings in options 610, 630, 660, 680, 700, 9559, 9560, 9801, and 9803.
Dynamic Coupons. Print a customized coupon to use on a return visit at the end of the customer’s receipt. If you have a customer loyalty program (option 1182 does not = N), you can print a Dynamic Coupon for loyalty customers based on their Loyalty Level. Use option 9873 “Loyalty Customer Dynamic Coupon (1)” and options 9880 “Loyalty Coupon (1) 'From' Loyalty Level” and 9881 “Loyalty Coupon (1) 'To' Loyalty Level” to give the coupon entered in option 9873 to loyalty customers whose loyalty level falls within the range defined in option 9880 and 9881. There are three additional sets of these three options to allow printing up to four different coupons based on the customer’s loyalty level: They are options 9882-9884, 9925-9927, and 9928-9930. If you use Eagle Loyalty and calculate loyalty points (option 9061 is Yes), the system can be configured to print a coupon once the customer has reached or exceeded a specific number of loyalty points.
New option 8610 “Include PO's for all stores in the P.O. Number's list of purchase orders.” In Purchasing and Receiving (MPO), this option controls if POs for stores other than the store entered in the Store field display in the list of purchase orders that appears when you click the arrow to the right of the P.O. Number field. Set this option to Yes if you want POs created in other stores to display in this list, or set it to No to see only the POs for the store entered in the Store field in the MPO header screen. Note: You can always manually enter a PO# for another store even if you do not see it in the list.
AUDITO enhancement. The Fix Quantity on Order utility (AUDITO) can now be run for a single SKU to print the detail of what makes up that item’s quantity on order (QOO) and future quantity on order (FOQ) to assist with researching an item’s QOO and FOQ values. To print this detail, fill in the SKU field with a valid item; you can review a single store or all stores, and the option to “Finalize” must be set to “N.” The report lists each document that makes up the QOO and FOQ, as well as providing a total for both.
Buyer’s List enhancements:
The Buyer's List now follows security bit 995 “Ability to add a discontinued item to a PO” and option 2806 "Display warning when adding a discontinued item to a PO” to allow or disallow a buyer to assign a purchase order to discontinued items.
If a clerk has bit 995 and option 2806 is set to Yes, the clerk receives a warning that the item is discontinued, but will be able to continue assigning the item to the PO.
Three new grid columns have been added: Discontinued, Store Closeout, and for Style/Color/Size and Attributes users, a column for Attribute Comments. These columns are initially hidden, but can be selected for viewing.
Buyer's Purchasing Enhancements
Locked-in Freight Amount in Purchasing. There are occasions where the buyer gets special freight terms and manually enters these values into the Purchasing (MPO) header. Each time the purchase order worksheet is finalized, however, it recalculates the freight based upon the freight factors on the header and at the item level. The new "Base Freight" field holds the base freight value when the PO is finalized from the worksheet. If option 1051 "Buyer's Purchasing on System" is enabled, this new field is available when you click the “Freight” hyperlink on the Purchasing (MPO) header page, or by clicking Misc and selecting “E." The base freight can go higher if there is a freight factor on individual items or on the header of MPO; these values are added to the base value. If there are no freight factors, entering a value in the Base Freight field keeps the finalization of a worksheet from completely clearing the freight amount.
The Purchase Order Worksheet now honors the Minimum Number of Vendor Order Multiples on split-type orders. For example, if a vendor order multiple has been set to 2, and the minimum number of order multiples has been set to 10, the minimum amount that should be ordered from this vendor is 20 stocking units. When the purchase order worksheet processes this item, it now honors the 20. If the item is stocked in the DC, the surplus goes to the DC. Otherwise, the full 20 remain on the store detail line of the PO Worksheet.
Option 9618 "Prompt to Change the Cost on Cousin Purchase Orders" setting P has been implemented. If you have created direct ship or pass-thru POs that were originally all part of the same worksheet, setting this option to “P” prompts you, when you make a change to the cost, to see if you want this change to be applied to all of the other purchase orders that have the same alternate purchase order value.
When you make a change to a purchase order in classic purchasing, where there are other POs that contain the same alternate PO number and also contain the same item, the following message displays: "Do you want to update the cost on "cousin" POs with the same Alt PO#?" If you select Yes, then all cousin purchase orders are updated, and if you select No, then only the PO you are currently working on is updated.
New Security Bit 1050 controls the ability to receive using the “All” method if the vendor is not trusted. If the user receiving the PO is not an assigned buyer in the vendor record (MVR), or if the vendor has at least one assigned buyer, or if the vendor is set as trusted = N, then the user receiving the order must have bit 1050 set to Y to have the ability to use the All receiving method. Otherwise, the user can only receive by the Only method. If the vendor is a trusted vendor, or if the vendor has no assigned buyers, then all users can receive using the All method. If the user receiving the order is an assigned buyer in MVR, the user can receive by the All method.
Combine two customer accounts into one with Change Customer Number (CCN). Both accounts must either be two cash customers (account numbers preceded by an asterisk), or two non-cash accounts whose Charge Allowed is either W or N (in any combination), and that have the same Balance Method. Note: Combining jobs is not supported.
The system changes the old customer to the new (retained) customer in the following files:
Customer Maintenance
Authorized Names
Open Items
Customer Change Log (Customer Maintenance Changes)
POS Open Order file
Deposit Activity Viewer
Order Change Log
QuickRecall
Customer Returns Viewer
Daily Journal Viewer
Bad Check List
Columnar Bids
Delivery Manifest
The system combines the information for the old customer with the information of the new customer in the Customer file. The following fields are combined:
All balance fields - Running Balance, Aging Buckets, Finance Chgs YTD, Statement Balance, Statement Discount
Keep most recent Last Purchase Date and Last Payment Date of the two accounts
Keep Highest Account Balance of the two accounts
Returns ($) YTD
# Transactions YTD
LYR Fin Charge
Amount Last Pay
Sales PTD
Sales YTD
Sales LYR
Cost PTD
Cost YTD
Cost LYR
Open Order Balance
Trip Points
Late Payment History section (Payment tab) – combines # of Times and keeps most recent Last Occurred date
The following fields are copied from the old Customer to the new Customer if they are blank in the new customer:
Address – If the new Customer’s address (Address, City, St, Country, Zip) is blank, the old Customer’s address is copied to the new Customer. If both addresses are the same except for a plus-4 zip, the old Customer’s plus-4 zip is copied to the new Customer’s if it is blank.
Phone, Fax, and Contact
Loyalty #
Bill To
Credit Message
Default PO#
Trade Discount %
Account Codes
Category Plan
Tax Code
Salesperson
Fields in Maintain POS Information dialog (accessed by clicking the POS link in the Main tab of Customer Maintenance), except the second thru fourth fields .
Maintain Special Charges (accessed by clicking the Special Charges link in the Credit tab of Customer Maintenance)
Previous Pay History section (Payment tab)
Social Security #
Birth Date/Month
PST Registration
GST Registration
Maintain Pesticide Information dialog (accessed by clicking Pesticide License hyperlink on the Misc tab of Customer Maintenance) – the license number and expiration dates are treated as a pair. This means if the"‘to" customers license number is blank, the license number and its expiration date for the "from" customer is copied to the "to" customer.
Freight Factor
Tax Exempt #/Resale Code and its Expiration Date
Alternate Phone
Alternate Fax
Open Quote Doc#/St
Rebate Plan
Account Codes
Email Information section
Tax Override Plan
Prompt in POS?
Prompt Threshold
Default Price U/M
Maintain Additional Information fields (accessed by clicking Additional Flags link in the Misc tab of Customer Maintenance): Ship Via, Route, Day, Stop, Customer Type, and Sales Rep
Customer Note Types 6, 7, 10, 11, and 24 from the old customer are appended to the note of the new customer
The system adds the Department Sales History from the old customer to the new customer
The Alternate Customer ID’s from the old customer are added to the ID’s of the new customer, leaving out any duplicates
New POS Dated Billing. This enhancement allows the Sales Rep to negotiate dated billing for a sale and to quickly calculate the future due date(s) based upon a future start date and the customer terms. The system quickly and easily calculates installment payments for sales transactions, invoiced orders, and special orders. Accessed from the Totals screen in POS/Order Entry, POS Dated Billing calculates the First Payment Due date based on today’s date and the customer’s terms.
Stored Credit Card enhancement for In-Store Gift Card users. This enhancement helps you distinguish between loyalty dollars and merchandise credit gift cards. In Credit Card Maintenance (accessed from Customer Maintenance), If a stored credit card is an In-Store Gift Card and its Type is Loyalty, the Credit Card Type field says “In Store Gift Card (Loyalty)”. If its Type is Credit, the Credit Card Type field says “In Store Gift Card (Merchandise Credit).”
For accounts with jobs, you can use the new RSM report Option U “Combine Jobs in Date Order” to create one statement for accounts with jobs where the statement prints all jobs with all transactions listed in date order.
New RSM Option Q “Print Due Date after unpaid invoices” to have the system print the invoice’s Due Date after every unpaid invoice.
New option reduces the number of keystrokes in New A/P Transactions (ATMU). Set new option 429 “Streamline keystrokes in ATMU when adding a new voucher” to Yes in Options Configuration. Prior to this enhancement, after adding the information in the Main tab, you had to press <Add> a second time to initiate the "Add Distributions’ dialog." With Option 429 set to Yes, after entering all of the necessary information on the Main tab, pressing <Add> once adds the voucher as well as initiates the Add Distributions dialog with the Distribution Amount populated with the Amount Remaining to Distribute. Thereafter, you only need to enter the GL Account. If multiple distributions are needed, the Add Distributions dialog automatically displays until the entire Amount Remaining to Distribute has been fully distributed.
New option automatically posts the one-sided entry to the Retained Earnings account when you run G/L End of Year (GYEN). To do this, set new option 9687 “Automatically post the BSNI one-sided entry at year-end?” to Yes, and set the new field “Store – Balance Sheet Net Income” in Set Up G/L Passoff (GLSET) to your retained earnings account. Then, when you run GYEN, the system calculates the amount to post to Retained Earnings by adding up the GL accounts coded with a “P” (Profit and Loss”) for the last period of the year. For multistore users, The system posts an accumulated Net Income (Loss) amount for each store's"Which G/L Data Directory" (option 22 in Options Configuration). If all stores are set up to one "Which G/L Data Directory" store, then the accumulated total for all stores posts to the "Store-Balance Sheet Net Income" account.
View General Ledger Detail (GINQ) enhancements. GINQ has a new <F5/Lookup> called "Posting Date,” and also three new columns "Posting Date," "User ID," and "Account Number." After installing release 22, all transactions posted to GINQ by "Post Transactions to G/L TRX File" (RGGG) will have the new field "Posting Date" set to the date the RGGG ran. Note: Any transaction posted to GINQ prior to the installing release 22 will have a blank "Posting Date." The User ID shows the same User ID that was tied to the transaction in the General Journal (GGMU). Note: The Transaction Date still determines the accounting period to which the transaction will be posted.
New option 401 “Update the Pay to Vendor History when Paying Vouchers?” When an accounts payable voucher for a purchase order is paid, this option determines if the vendor payment history in Vendor Maintenance (MVR) gets updated for the PO’s vendor, or for the vendor’s Pay to Vendor. If this option is set to Y, then the payment history of the PO vendor’s Pay to Vendor will be updated. If this option is set to N, then the payment history of the PO’s vendor is updated If you have a large number of purchase orders that are paid through a buying group, you will likely want to set this option to N, because this setup allows you to see how much you spent with an individual supplier in the History tab of Vendor Maintenance. For example, if a purchase order for vendor 123 was received in store 1, and this vendor is set to pay to vendor 789 in store 3, then when the Accounts payable voucher is paid and this option is set to N, then A/P history is updated for vendor 123 in store 3. If this option is set to Y, then A/P history is updated for vendor 789 in store 3.
Create separate accounts in General Ledger for your In-Store Gift Cards. For In-Store Gift Card (ISGC) users, new option 9894 “Enable separate GL accounts for In-Store Gift Cards" allows you to do this. Call the Epicor Eagle Advice Line to schedule an appointment to set up this capability. An Advice Line agent will set up option 9894 for you. This option allows you to track ISGCs separately from your national account gift cards if you have both. In addition, you can use this feature to track In-Store Gift Cards separately based upon type– Purchased, Merchandise Credit, and Loyalty Rewards (for Eagle Loyalty users who convert points to loyalty card dollars.
New “User ID” column in New A/P Transactions (ATMU) and View Posted A/P Transactions (AVIQ). In ATMU, this column shows you who manually entered a voucher or changed a pre-posted voucher, and on AP Vouchers created by Accounts Payable Passoff (APP), it shows you who finalized the purchase order with the Receiving Report (RRP) or the Receiving Documents Report (RRV). In AVIQ, this column shows you who last updated the document before it was posted. The User ID column is initially hidden, but can be selected for viewing.
New option 9981 “Create a separate voucher per receipt.” This option was designed for Accounts Payable users who are not using Advanced Receiving (option 8628=N) and who often do multiple, finalized receipts per day to the same PO. Set this option to Yes to have the daily Purchasing to AP Passoff (APP) create a separate AP voucher for each finalized receipt (RRP Option F) done during the day to a single purchase order. Otherwise, set to No to have APP create a single AP Voucher which is a summation of each receipt to a single purchase order.
Bank Reconciliation now includes the GL account number for transactions added from the General Ledger Detail Viewer (GINQ). The GL account now displays under the Employee Number column in the Bank Reconciliation grid as well as the Employee Number field in "Change Bank Reconciliation Transaction." Transactions that already exist in Bank Reconciliation do not show the GL Account number. Any new transaction added from GINQ after installing release 22 automatically includes the GL account number.
Assigning G/L passoff is now quicker. The process of assigning G/L account numbers in Set Up G/L Passoff (GLSET) has been streamlined. For G/L account assignments related to Departments and/or Stores, GLSET can now copy an entire set of account assignments from any store "X" to any other store "Y." Additionally, GLSET has the option of simultaneously assigning any desired profit center number to the account assignments in the new store. GLSET also now supports the re-assignment of profit-centers on GLSET entries for an existing store.To use this new functionality, click Misc and select option 3 “Copy GL From/To Store” In the dialog that displays, enter a From Store, a To Store, the account Type to be copied, and if desired, a new subaccount. The account Type choices are:
All – Dept and Store Accounts
Dept – Department Accounts
Store – POS and A/R Accounts by store
Once you click OK, the GLSET window refreshes to indicate the planned changes. Each potential change is indicated by a checkmark in the checkbox. Review the changes, and click <CHANGE> to finalize the changes. Note: To change only an existing store's profit centers, the procedure is the same, except that the From Store and the To Store should be the same value. Note the following:
The New Sub Account field defaults to “###”, and is positional in nature. You could enter “200” in this field, and all new assignments would get a subaccount of 200. However, if you want to do something more specialized, such as placing a 2 in the second position of the subaccount, with the first and third positions staying the same, enter #2# in this field.
Epicor suggests you use caution when using this feature. The copy process may potentially over-write all previously entered GLSET account assignments in the “copy to” store, except for when the G/L assignment in the “copy from” store is ____-___ , 0000-000, or an intercompany account. In addition, you must ensure that the new account being assigned in GLSET has first been added to the Chart of Accounts (GCMU).
Modify Receiving Documents (MRV) enhancements
You can now see in MRV all of the checks that were issued for a purchase order. The "Check" field label in the MRV Header is now a hyperlink; if more than one check has been issued for a purchase order, you can click the Check hyperlink to list all of the checks issued. This includes checks issued for all sequences and sessions related to that purchase order. The list of checks is limited to displaying the first 17 checks.
Enhancements in MRV to reduce keystrokes:
New toolbar button <RVC> conveniently launches the Combine Receiving Documents report from within MRV. The PO and Sequence Numbers of the receipt currently displayed in MRV is carried into RVC as the Append To Receiving Document, and then you can combine specific sequences or all sequences.
When working with sessions in MRV, the <Complete> toolbar button has been enhanced to allow you to complete and finalize in one step. When you click <Complete>, select <Yes> to mark the receipt as Complete, or select <No> to cancel. Click <Finalize> to mark the receipt as Complete and at the same time display the RRV screen for you to finalize the receipt.
Generate one A/P voucher for multiple receipts from a freight vendor. You can now apply a third-party freight vendor’s invoice across all of the receipts to which it applies and have the system generate one A/P voucher for the invoice total. Alternatively, you can prorate the PO Vendor’s total freight across the receipts to which it applies, and the system updates the receiving document’s Freight amount. In the Receiving Documents Viewer (VIEWRV), use the new option to “Prorate freight to checkboxed rows” to prorate the freight total across multiple receiving documents. Place a checkmark next to those receipts to which the freight bill indicates it applies. The total freight amount is prorated to the selected receipts and posted to each one in the Other Charges, along with the vendor, and Freight Bill #. If the freight charge is to be paid to the PO’s vendor rather than a third-party freight vendor, enter just the total freight amount, and it is prorated to the selected receipts and posted to each one in the Freight field.
Options 4096, 4447, and 4341 have been added in Options Configuration to allow creating a default report view for the following reports: Post Payments Edit List (RAME), Edit List for Recurring Journal Entries (RSJG), and Post Void Check Transactions to A/P (RPCM), respectively.
Automatically create an AP Vouchers for POS refund transactions. This new capability is controlled by new option 9963 “Create AP Checks for POS refunds.” With this feature, a POS refund that is tendered with the “AP Check” alternate tender (alternate tender whose type is set to B) will have an AP Voucher created for the refund amount when the new report CVP “Create AP Vouchers for POS Refunds” is run. When you are ready to begin using this capability, in Options Configuration you must enter the template vendor in option 9964 “Vendor template used to add temp vendors for AP Checks for POS refunds”, and the start date in option 9965 “Start Date for creation of AP Checks for POS refunds.”
New option 403 “Prompt to delete both Voucher and RV Document?.” This option helps you keep New AP Transactions in sync with Advanced Receiving documents. When this option is set to Yes, then when deleting a temporary voucher from New AP Transactions (ATMU) that is not accrued and is linked to a receiving document, the system asks if you want to delete the receiving document. If you select Yes, the system deletes the temporary voucher and the corresponding receiving document from MRV. If you select No, the temporary voucher is still deleted, but the receiving document remains in MRV. Note: The temporary voucher cannot be deleted if it’s accrued.
If you are deleting a receiving document from Modify Receiving Documents (MRV) which is linked to a temporary voucher in ATMU, the system asks if you are sure you want to delete the receiving document. If you select Yes, the system permanently deletes the receiving document. You must still process or delete the voucher in ATMU. Selecting No prevents the receiving document from being deleted.
Enhancements when overriding fields in the AP voucher window in Modify Receiving Documents (MRV). Note: After updating any of the following fields, you must press Change (F5) to save the changes.
If you override the term’s Due Days, the Due Date will be reset based on it and the invoice date when you tab to the next field or press <Change>.
If you override the term’s Discount Days, the Discount Date is reset based on it and the invoice date when you tab to the next field or press <Change>.
If you override the term’s Discount Percent, the Discount Amount and the Net amount are recalculated based on that percent when you tab to the next field or press <Change>.
New option 9782 "POS Ask loyalty customers for email address?" This option applies only to True Value Loyalty rewards users and only if they are NOT using the digital receipts feature (option 9783 "Ask cash/loyalty customers if they want receipts emailed?" is NOT set to Yes). In addition, option 3509 "Allow access to customer contact fields in Customer Maintenance" must be set to Yes. Set option 9872 to Yes if you want loyalty customers that exist in Customer Maintenance (MCR) and do not have an email address, to be asked for their email address on their next purchase. Otherwise, set 9872 to No and the clerk will not be prompted to ask for the loyalty customer's email address. When set to Yes, on the loyalty customer's next purchase the system checks for a non-blank email address on the first contact in the Names tab of Customer Maintenance. If blank the system displays a message to the clerk asking them for the customer's email address. If one is entered, it is added on the first contact in the Names tab. If the customer declines to state their email address, their e-Mail Invoices/Credits field in the Misc tab of MCR is set to N (Do not email) so that they will not be asked again on future purchases. Note: The clerk is also prompted to collect the email address if there are no Names at all on the account. If an email address is supplied it, will be added to the Names tab using the account's Contact if there is one; otherwise it uses the account name.
Ace’s new Managed Pricing program for multistore users. In spring 2013, Ace introducesthis program that enablesstores to better align their retail pricing to their market. If you are a multistore user who keeps retail prices the same in all stores and would like to change to vary pricing by store using Ace’s new recommended pricing, follow the steps below. If you are already keeping retail prices different by store using your own strategy, skip these steps.
Set option 118 “Keep Prices the Same in All Stores” to N.
If you currently receive one EFM transmission for all stores, Ace must set up each of your stores to receive their own unique hotsheets. Contact the Ace Care Center at 800-777-6797.
If you currently receive one EFM transmission for all stores, a separate EFM transmission and report must be set up for each store on your Eagle system. If you have a pre-existing EFM in a queue, it must be deleted and re-entered. Please contact the Eagle Advice Line for assistance if needed.
Once setup is complete, Multistore chains with different retails will have the following capabilities:
In the catalog, L1, L2, and Checklist retails display the lockin store’s prices.
When you add an item from the Ace Electronic Catalog, the system uses the retail assigned to the specific store. For example, both stores in a chain are using L1, but store 1 level 1 pricing is $2.49, while store 2’s is $2.79. When you add the item to store 1, the retail price is set to $2.49. If it is added to store 2, the retail is set to $2.79.
If you continue to keep retails the same in all stores, you still get the benefit of having more accurate suggested retail prices in the Ace Catalog.
New option 3219 “Electronic Promotions – Update ‘Active’ Promotions?” Promotions received through telecommunications that are already on file in Modify Ittem Promotions (MIP) are always updated with the latest information (start date, end date, and promo price) as long as they are not yet active. This option determines if the system updates promotions which are already active. If this option is set to Yes, on an active promotion the new promotion price, new start date, or new end date will be in effect as soon as the next Promotion Update Report (RUP) with option F has run.
Ace "Replacement Items Maintenance." Ace has made new enhancements to Acenet which allow you to manage your canceled items and suggested replacements. Once the Acenet changes are completed, your Eagle system automatically receives the changes. You will no longer have to run RCIN to change or merge any SKUs managed on Acenet. Instead, the replacement SKU is added to inventory, and the canceled SKU is marked as a store closeout.
The Suggested Order Report (RSO) auto generates an order for a replacement item when the quantity on hand of the canceled item it is replacing has reached the quantity defined in option 9972 “Ace Closeout Items - when should the replacement SKU be ordered.”
The Item Cancel Replacement Report (RICR) can be used to view SKU changes or merges. This report helps you manage items closeout items that do or don't have a replacement SKU.
To prepare the Eagle system to accept the Ace Canceled Item Maintenance changes that have been managed on Acenet, set up the following options:
9971: Use Ace Replacement Item Maintenance Process? Must be set to “Y.”
9972: Ace Closeout Items – When Should the Replacement SKU be Ordered? This option sets when a replacement item will be ordered, depending on the stock level of the cancelled item. The default is set to order when the canceled item’s quantity on hand reaches the order point.
9973 – 9978: When canceled items are received after work has been completed on Acenet, then a report of the changes for each store can be set up to print at the store. These options are standard report options that tell the system where the report should be printed.
9979: RICR Store Group: This option applies only if stores groups are used on Eagle. If a new replacement item is added to a store, this option tells the system which store group to use if the retail needs to be updated for other stores that already carry the item. For example, store 1 is part of the three-store group. A replacement item is added to store 1’s inventory, but the item already exists in stores 2 and 3 with a different retail. This option tells the system which store group to use when updating Eagle retails, so all of the stores in the store group have the same retail.
For more details instructions on best practices suggested by Ace, please refer to the Ace Way of Retailing documentation on Acenet.
Ace “Branded Items” are a new designation in the Ace catalog. iNet users: Ace items whose Branded Items field is set to "Private Label" should be coded with a user-defined Web flag so that they are not available for sale on your store’s website. Refer to options 8968, 8969, and 8970.
The Ace Rewards New Member Signup (NMSU) feature no longer requires that the store use a VPN to use NMSU. The feature is now open to any Ace store which has internet connectivity from the server. The features of NMSU are:
On-demand customer updates. Once a rewards number for a cashier has been entered into a Point of Sale transaction, the cashier can then use menu option T to update an Ace Rewards customer’s name, address, phone, etc. This update is then sent to Ace corporate for immediate update once the cashier clicks OK. There is no longer a need to fill out a paper form for Ace to correct the information. Note: The cashier cannot use this method to update house charge or Ace Visa customers. House charge updates still need to be done in Customer Maintenance (MCR). Ace Visa customers must contact US Bank to get their information updated.
Popup screen for customer updates. If Ace determines a customer’s data is incorrect, the NMSU screen displays after entry of the customer’s rewards number. The cashier is prompted as to which fields must be updated. Once the cashier presses OK, the customer information is updated at Ace corporate.
The Eagle system then receives the updates via EFM one to two weeks after the updates have been made at Ace Corporate. EFM updates the customer’s information in Customer Maintenance (MCR).
To activate NMSU:
Confirm option 8871 is set to Y.
Confirm option 8872 is set to Y for each terminal where you want to sign up customers.
Confirm option 8878 is set to Y.
Improved Employee Interface. The iNet Administrative and Employee interface is redesigned to make iNet administration easier to use, and also adds some new features.
Navigation has been moved from the side to the top of the page, and has been slightly reorganized.
The AR and History items under Applications have been merged into a single menu, "Account Information," and a link to invoice history has been added from the AR customer list page.
E-Commerce statistics have been added to the side menu for eCommerce management pages. Notifications display in the side menu for E-Commerce management if there are any product reviews that need approval.
Notifications display in the side menu of user administration if there are any pending account/access applications.
The buttons in the Site-->Templates page have been replaced with icons.
The Text/HTML editor has been replaced with a more capable, modern editor.
Style-Color-Size in iNet
When you use product groups, iNet automatically detects items in an Item Group and displays them as a single item when browsing or searching the store. Viewing product detail for one of these items displays all member items. iNet’s catalog template system gives you a number of options for controlling how the group appears. You can create your own group templates, or you can select an Epicor-supplied template and override it as necessary by department, class, or fineline. Using views simplifies the setup and allows for easier maintenance.
If you are using “Views” on your iNet site, set the group template in the view. This allows you to use different group templates throughout your site. If you have both Representative items and Style Color Size (SCS) items, use two different templates, one for each. You must set up your catalog (by department/class/fineline) to use the appropriate group template.
You can import attribute images or thumbnails using the Eagle data as a map, or by loading a map via a CSV file. You can run the import twice if desired, once for images, and then a second time for thumbnails. You can also maintain Attribute images by individual item rather than for a group of items.
Custom Text. There are a number of settings in Site-->Advanced-->Customize Text-->Store that can influence how SCS or representative items appear. For example, you can enter a setting in GROUP PRICE RANGE so that iNet displays the price range when the price of the member items varies within a group.
Mobile Optimized Pages. iNet now detects mobile devices and displays a mobile-optimized page and navigation, including a mobile-optimized template for the overall appearance, and mobile-specific optimizations within the inner pages of the site. Additional configuration for mobile device support has been added to iNet:
You now select an additional template that your site will use for mobile devices. iNet currently supplies one default mobile template; however, as with other iNet templates, you can modify the colors and images used within the template.
In Site-->Advanced-->Tables, you can now control what columns appear on mobile devices. If a column is not set as Visible, it does not appear on mobile devices. If it is set as Visible, then it will appear on mobile devices if you click the “Mobile” checkbox.
In Site-->Advanced-->Settings, there is a new setting, mobile_store_menubox, that determines what navigation is shown on a mobile device for the “store” portion of the site.
Department List – The top level “store” menu on mobile devices lists all Eagle departments
Custom Pages – Standard Store Menu – the top level “store” menu shows any entries added to the “store” menu from Custom Pages and Links.
Custom Pages – Mobile Store Menu – allows you to create a mobile-specific store menu from the custom pages and links menu.
If iNet detects a mobile device, it uses an optimized mobile template rather than category-specific templates. If desired, web designers can create their own template and use it if they wish. (Template is uploaded into the catalog templates area, as usual)
Option to skip Eagle price calculation and show retail price only. There is a new field under eCommerce Configuration-->Advanced-->Settings called use_eagle_price. You can set this field to No so that iNet uses the standard retail price from the Eagle/Compass database instead of the full price calculation. This allows your iNet site to run faster if full eagle pricing is not needed. You can also set this field based on account type. If you want iNet to continue to use the price from Eagle, as it always has, set this field to Always.
Force a tax code by shipping method. When setting up a shipping method in eCommerce Configuration-->Checkout-->Shipping Methods, you can now indicate the tax code to be used on the Eagle order when that shipping method is selected.
Force a store by shipping method. When setting up a shipping method in eCommerce Configuration-->Checkout-->Shipping Methods, you can now indicate the store to which the Eagle order will be sent when that shipping method is selected. Otherwise, the Eagle sends the order to the active store.
Support for a second coop’s images. You can now set up iNet to use images from multiple coops on the same site. In addition to setting up multiple coops, you can now define how iNet associates Items to coop data. By default, the eagle item code = the coop item code; however, you modify the eagle item code by stripping a prefix or suffix. Alternatively, you can use the vendor’s item code as the link to the coop item code. You can also have iNet check the items’ primary or secondary vendor and only associate items to a coop if they have a specific vendor. Coop images and descriptions are also no longer read from the coop database live. Instead, they are included and maintained as part of iNet. Changes to these settings require a full rebuild to take effect. Note: options for coop data are now located on their own page, located at eCommerce Configuration-->Advanced-->Image Server Settings.
Support for Google product categories in feeds. In the department tree in Catalog-->Departments, you can now associate a department, class, and fineline with a Google category, so that iNet uses these associations when generating Google feeds.
Make custom pages available in the search engine. You can now mark a custom page to appear in the search engine. You do this in Site-->Pages by placing a checkmark at Include in iNet Search. The page then displays along with other search results (products) when searching the site.
Report on duplicate SKUs in database. Identify products that have been loaded into the iNet database in multiple locations by running the new Duplicate Products report. Access this report from Catalog-->Reports.
Report on all items that are missing images. The new Product Images report can be used to identify products missing images/thumbnails as well as the image/thumbnail source. This report looks at the iNet data cache, so it is most accurate immediately after a rebuild. Access this report from Catalog-->Reports.
New "Sell Online" field at the dept/class/fineline/product level. This field, located in Catalog-->Departments, determines if a product can be sold in iNet. If this field is set to N, the product still displays online (with a price); however, since no purchase or add-to-list buttons display, the item cannot be sold online.
Interactive search for item codes in sales history lookup. The customer-facing Sales History page now contains an interactive lookup for items. Before this change, the lookup appeared as a separate popup window. Note: This interactive lookup is similar to the search for customer/item lookups within the employee interface.
Users can now check out without an account. There is a new choice for the anonymous_browse setting that allows a user to complete an iNet order without creating an account. The Address page in the checkout process then prompts them to enter their address information and optionally allows them to create an account (if the auto_create_account setting is Yes). Access the anonymous_browse setting from eCommerce Configuration-->Advanced-->Settings.
Items added from the quick add page now use the iNet product name when added to a cart.
You can now display location codes on item detail page in order entry.
Surcharge-specific min/max settings on shipping methods. A minimum/maximum surcharge amount can now be set on shipping charges. This is in addition to the min/max setting on the overall charge itself. Set this up in eCommerce Configuration-->Checkout-->Shipping Methods.
You can now select multiple states/provinces when limiting shipping methods in eCommerce Configuration-->Checkout-->Shipping Methods.
Special handling for non-stock items in a cart. Any item that is marked with keep_stock_data = N or does not have sufficient quantity on hand to meet the ordered quantity is considered “non stock” for the purpose of this feature. When a non-stock item is added to a shopping cart, it displays a warning message if one was set up. The warning message can be set up in the CHECKOUT NONSTOCK WARNING field in Site-->Advanced-->Customize Text. A “non stock” icon also displays on the product in the cart if this message is set up. Note: If the setting charge_freight_non_stock is set to No, then any non stock items will be excluded from the shipping charges calculation.
Spee Dee shipping integration. iNet can now be set up to load shipping rates from Spee Dee shipping. Note that Spee Dee has a focus on the upper Midwest states, and does not service the entire U.S. Please see the http://www.speedeedelivery.com/ website for their service areas. When attempting to load rates for outside of their service area, a “No services are available for your shipment” message displays.
Split cart into two orders, in stock and out of stock. This new setting, called split_eagle_order, is located in eCommerce Configuration-->Advanced-->Settings. This setting allows iNet to split a shopping cart into two Eagle orders. The cart can be split based on what items are in-stock and out of stock, or based on the non-stock item criteria described above.
Option 2612 "Use new product classification in Do it Best catalog" to use the new Do It Best catalog structure. You can now switch between the Do it Best and Eagle department/class/fineline structure. This feature applies to Do it Best members only (option 1157 is set to H in Options Configuration). Set option 2612 to Yes to use the new product classifications in the Do It Best catalog. While in the Catalog, you can select Tools-->Options and then select Use New Dept/Class/Fineline to switch between the new and old behavior for just that session. When you are using the Do it Best structure, it is seen throughout iNet instead of the standard department/class/fineline structure, including the eCommerce department tree, data feeds, and linked categories in the Custom Catalog. Note: You can also select the Do it Best structure during the install wizard.
New message for non-stock items (optional). In addition to the default “In Stock” and “Out of Stock” messages, you can create your own message for items that are not stocked. Set up the message in Site-->Advanced-->Customize Text in the NOT STOCKED field.
New vendor fields for linked categories and product imports. You can now use the Manufacturer and Primary vendor fields when setting up a linked category, or importing products into a custom category.
iNet’s product name can now be up to 100 characters. Previously, iNet’s Product Name (or short description) was 50 characters or less.
New default settings when creating accounts in iNet.
When creating a new “cash” account (and a matching linked Eagle cash account) in Users-->Add Customer, iNet sets the Eagle fields “Email Invoice” and “Credit Control” to P (PDF) to ensure PDF copies of invoices are available for iNet. Additionally, iNet sets the Email Statements” field to N, to ensure no statements are sent.
When creating an iNet account that is tied to an existing Eagle account, iNet checks the current value of the e-mail invoices setting. If it is N or blank (no invoice created), iNet sets it to P (PDF) to ensure PDF copies of invoices are created going forward. If the current setting is any other value, iNet leaves it alone.
Set user codes when adding a new iNet account linked to an Eagle account. There is a new setting in eCommerce Configuration-->Advanced-->Settings, called update_account_codes, that sets user codes when a new iNet user is created and tied to an existing eagle account. This new setting is similar to the default_account_codes setting that is used to set user codes on customer accounts that iNet creates in Eagle.
No more empty “payment method” label on the order confirmation page. On order confirmation pages, when the payment method is not yet set, the payment label was appearing with no data. Now, the label is hidden when no payment method is selected.
Customize your “Forgot Password” message. You can create a customized message in the LOGIN FORGOT PASSWORD MESSAGE field in Site-->Advanced-->Customize Text-->User. This message displays on the Login and Forgot Password pages.
Support for sending a data feed to “the find.”
Option to use Note Type 3 as the product name. When the new setting use_type3_as_name is set to Yes, iNet uses the first line of the type 3 item note as the product name instead of the Eagle description. If there is no type 3 note, then iNet uses the Eagle description. The first line ends after approximately 75 characters, or when there is a hard-line break (Ctrl-Enter), whichever comes first. This new setting is located in eCommerce Configuration-->Advanced-->Settings.
Hide irrelevant settings on the user Settings page. If a user does not have online store access, or the iNet site is not licensed for e-commerce, the settings “Email Order Confirmations“ and “Display Product Images” are hidden on the user’s settings.
All references to job account are hidden if jobs are not active for the Eagle account.
Views that are in-use no longer have a delete button.
The delete button for unused views now prompts you to confirm the deletion before actually deleting the view.
Set the default value for “residential address” based on iNet account type. When creating a new iNet account, guest accounts are set to be a residential address by default, and customer accounts are not. This in turn influences the default value for the “residential address” checkbox that displays on the address page of the checkout process. Once a user has gone through that page, iNet remembers their choice permanently.
Google Analytics Support. Use the new ga_account_number field in E-Commerce Configuration-->Advanced-->Settings to enter your Google Analytics account number so that iNet creates Google Analytics tracking code on customer facing pages, including e-Commerce transaction tracking on receipt pages. If you have previously added Google Analytics tracking code to your iNet site, the old code must be removed before setting this up in iNet. You may also need to set up E-Commerce conversion tracking within your Google Analytics account.
Loyalty Renewal. iNet now prompts customers to renew their loyalty subscription during checkout if option 9867 is set to Y in Eagle Options Configuration.
COD Accounts. Accounts with the Eagle COD flag set to Y are treated in iNet as if their charge allowed flag was set to N, even though it is set to Y.
Shipping Method selection based on Payment Type. A new option has been added to shipping methods allowing a shipping method to be available or not based on if a customer can charge to their account.
Alternative Payment Method. Use the new “cc_alternative_terms” field in E-Commerce Configuration-->Advanced-->Settings to define a set of terms codes that triggers an alternate payment button to display instead of the standard iNet pay by credit card option. During the checkout process, if the customer’s terms are in this list, iNet displays the alternate payment method button. If the customer selects this payment method, the cart is sent to Eagle as an Order, including a message to indicate the alternate payment method was selected. The label for this button and message added to the Eagle order are customizable from Site-->Advanced-->Customize text.
Page Notes. Throughout the pages in the “Accounts Online” module, you can now optionally enter a Small note (with title) that displays at the top of the page. This can be used to enter additional details/instructions for the page. The notes can be added from the Customize Text/Messages area and are available in the Accounting, User, and Order Status templates.
See Quantity Break Price by hovering. Use the new price_breaks_on_hover field in E-Commerce Configuration-->Advanced-->Settings so that the quantity break pricing appears as a simple Yes/No. If Yes, then hovering over the Yes shows the full quantity break pricing.
See Quantity Available by hovering (EM). Use the new quantity_detail_on_hover field in E-Commerce Configuration-->Advanced-->Settings to display the quantity available at each store when hovering over the quantity available, instead of showing the full list on the page.
New consolidate locations setting. Use the new setting “Show All Locations (User’s Location in Lists)” in the consolidate_locations field in E-Commerce Configuration-->Advanced-->Settings. This setting shows the total for the user’s store in lists, and shows the breakdown of all stores when viewing product detail.
Order multiple / std pack as new template fields. Both Order Multiple and Standard Pack are new fields available for product list templates or for web designers to include in iNet templates.
Warning message for orders added with manual addresses. Use the new option manual_address_notice to add a warning message (comment) on Eagle orders when the customer has manually entered an address instead of choosing the one on file. This option is located in E-Commerce Configuration-->Advanced-->Settings.
Phone number as comment for guest checkout orders. For orders placed by guest checkout, the user’s phone number is now included as a comment on the Eagle order.
New category name delimiter setting. Use the new “category_name_delimeter” field to use a delimiter to segment department/class/fineline names. The category name shown in iNet will be the portion of the Eagle name that comes after the last occurrence of the delimiter. This new field is located in E-Commerce Configuration-->Advanced-->Settings.
Options to refine by brand/price when browsing or searching for products. iNet can now refine the list of products shown by brand or price when either browsing the catalog or searching for products. This is based on using the Eagle Department-->Class-->Fineline structure, and does not impact the Custom Catalog. Refine by price/brand are available when customers are browsing your iNet catalog when the “browse_mode” setting is set to one of the refine mode options. Brand is based on the manufacturing vendor code in Inventory Maintenance. Refine by price is based on retail price, and does not reflect any special pricing (Loyalty, Promotions, CPP, etc.).There are several new settings in E-Commerce Configuration-->Advance-->Settings to enable/disable both refine by price and refine by manufacturer. If pricing is not shown online, refine by price is hidden. If the mask_mfg_info setting is set to hide manufacturer data, then refine by brand doesn’t appear.
Refine by price is also now available from the search results page, in addition to Refine by Manufacturer which was already available. The new setting “refine_search_destination” controls where the refine options appear. Selecting “search page” works like prior versions of iNet and displays “refine by” category/manufacturer in the search results page itself. Displaying the refine options in the search page does not support refine by price. “Category menu” displays the “refine by” options in the side menus, similar to the existing refine by department/class/fineline behavior. This also moves the refine by department/class/fineline to the side menu. When you use “refine by,” your selections are listed along with the option to remove any of them.
New shop by brand (manufacturer) page.iNet can display a page to shop by brand using the Eagle manufacturing vendor. This page lists all manufacturers with web-visible products. Clicking on a manufacturer lists all products for that manufacturer. The shop by brands page doesn’t automatically appear on your iNet site. To add a link to view this page, add a custom link to the brands page under Site-->pages-->Add Link. Then set up the following options:
Show Logos: Set to yes if you want manufacturers to appear with their logo. To show on this page, Manufacturer Logos must be set to appear on “product lists” or “both.”
Show Alpha Search: Controls whether to display the links to limit manufacturers shown by letter of the alphabet.
Limit by logo: Lists only manufacturers that have a logo uploaded into iNet.
Columns: Determines how many columns are used to show brand.
Brand’s URL: Determines the static URL used to display the brands links.
Support for multiple e-mail addresses for each e-mail type. You can now configure more than one e-mail address for each e-mail type and store. If you define multiple addresses, then you must select which of those addresses is used as the “outgoing” address. The setup for this feature is located in Site-->E-Mail-->Addresses.
User-definable web flag values. You can now define new values for the web flag and set how those values work in iNet. You can control, by account type (“not logged in,” “guest,” and “customer”), if items display or are sold online. This feature is available in Catalog->Utilities->Web Flag Setup. Note: User-definable web flags require Eagle L21.1, and the existing Y/N selections cannot be changed. Eagle data feeds can also be configured to display products based on their web flag.
Set starting customer number in iNet. You can now use the starting_customer_number field to set the starting customer number that iNet uses when creating Eagle accounts. This setting is located in E-Commerce Configuration-->Settings.
Mask password on account e-mails when user supplies password. The user’s password is no longer included in any e-mail notifications when they change/set their own password. If their password is reset/created by another user in an administration tool, it is still included in the e-mail.
Control over the title format for product pages. By default, the title for product pages is the top-level department (site name) followed by the product name. The format for this default page can now be controlled by a custom text setting, PRODUCT_PAGE_TITLE_FORMAT, located in Site-->Advanced-->Customized text--> Store. For example, this setting could be used to remove the department name if you prefer the page title to be the product name only. Titles that are overridden on a per-product level are not impacted by this setting.
Additional control over the label for the MSRP (list price). You can now control the label for the MSRP field on product pages by entering the terminology you prefer in the MSRP field in Site-->Advanced-->Customized text--> Store. Leaving the label blank causes MSRP to be hidden.
Shipping settings moved to a new page. The shipping settings for checkout have been separated from the rest of the store settings and moved. They are now located in E-Commerce-->Checkout-->Shipping Settings.
Default home page when customers create accounts. When iNet customers with an account create their own iNet users, iNet now automatically sets the default home page for newly-created users to the default home page of the user that created the account.
Additional information on the View Job Sites page. The PO Required Flag, Payment Terms, and Freight Policy (if applicable) now display on the View Job Sites page.
Cursor is in the PO number field if PO number is required. When going through the checkout process, if a user checks out a cart and gets the “PO# is required message,” iNet automatically sets focus to the PO number field so they can enter it.
Ability to add items to a shopping cart when viewing the cart. The new setting lookup_menubox has been added to enable a quick lookup feature. This feature displays a simple search box, allowing the user to enter an item code and add it their cart. This can appear in the side menu, or within the shopping cart itself. This setting is located in e-Commerce Configuration-->Advanced-->Settings.
The iNet order log can now be searched by “last action.”
The saved shopping carts list in eCommerce Management-->Shopping Carts now lets you view all shopping carts. Previously, only customer carts that were saved while a user is logged out would display. Now, all saved and active carts display. A column has been added to the list to indicate if the cart is currently active. Saved and active carts include:
Carts that users have saved.
Carts for active /logged-in users
Carts for users who are not logged in and are shopping as guests.
New store name delimiter setting. The new setting “store_name_delimeter” is an optional delimiter used to segment store names. If this is set, then the store name shown in iNet is the portion of the Eagle name that comes after the last occurrence of the delimiter. This new setting is located in E-Commerce Configuration-->Advanced-->Settings.
The selected shipping method is now shown on the iNet order confirmation/receipt page and e-mail.
Availability Matrix in shopping cart. The new setting availability_matrix_in_cart is for iNet sites that are set up to both show multiple stores and to allow a user to switch their order between stores. When viewing a shopping cart that contains items that have insufficient stock to ship, iNet displays an insufficient stock message, along with a button to “Check availability at the other stores” for all items in the cart. They can then select another store from which to order the item(s). This setting is located in E-Commerce Configuration-->Advanced-->Settings.
New “No Freight Note.” Use the new No Freight Note field to enter a message that displays on orders that have no shipping charges, and no freight allowance allowed. The field is located in Site-->Advanced-->Customized Text-->Store.
Ability to override “Suggested Price to Print” from Eagle. You can now use the msrp_display field to override the Eagle option 140 “Suggested Price to Print? (L/M/R/P/ )”for iNet (retail price display). This field is located in E-Commerce Configuration-->Advanced-->Settings.
The item inspector now shows data quality for an item. Since data feeds generally require high quality product information, the item inspector now reports on any data quality issues it finds. It currently checks for the following data on an item:
Description
At least two Unique Product Identifiers
Unique Identifiers include: Valid UPC, Manufacturer Name, and Manufacturer Part Number
Product image
Create estimates in Order Entry. On the order completion page of Order Entry, you now have a “create estimate” button in addition to the option to create an order or invoice. Clicking this button sends the order to Eagle as an estimate. The sequence of the buttons on the completion page has also been rearranged so that “create order” is the first and the default option.
iPad support in Order Entry. Order Entry now detects iPad devices and uses the tablet-optimized interface. Android tablet devices are already supported in Order Entry.
Items marked as web=N in Eagle Inventory Maintenance are no longer visible in Order Entry. Items marked as Web = Y as well as all user-defined values are visible in Order Entry. If you want items hidden from your online store but visible in iNet Order Entry, assign a new web flag value to identify them.
Check suspended accounts before creating orders. In iNet order entry, iNet now checks if an account is suspended before creating an order and displaying a warning message. This is in addition to the existing check when completing an order.
New option for Order Entry to use the E-Commerce search engine. The new option pos_use_ecommerce_search can be set to use the full e-commerce search engine instead of the simpler order entry search. You must have the iNet E-Commerce module to use this option. The E-Commerce Search uses all data indexed in the consumer side E-Commerce search engine. It also includes options to refine the search by department or manufacturer. Thumbnail images display on search results, and this option l also allows you to add multiple items from a search result to an order at the same time. This option is located in Site--> Advanced-->Settings.
E-Mail order notifications to sales representative. You can now send Order notifications from iNet E-Commerce to the sales representative for the customer placing the order. Set the email_orders field to Yes-Sales Representative or Yes-Both. This feature requires that each sales rep who should receive the e-mail notifications is set up as an iNet user and associated with the appropriate Eagle salesperson code. This field is located in E-Commerce Configuration-->Advanced-->Settings.
You can now manually enter a default homepage for a user. When creating an iNet customer account in Users-->Add Customer, in addition to the pre-defined options for default home page, you can now specify any URL as their default homepage.
Control where product data is created when importing images. When importing product images into iNet using a zip file, iNet creates an iNet product record for any products that did not yet have any iNet data. This new setting in the import utility (in Catalog-->Utilities-->Import Images & PDF Files) now controls where iNet creates this data. The options are as follows:
“Do not create product records.” iNet does not create new product records, and only imports images for those products that already have custom iNet data.
“Create product records in linked categories.” iNet creates the product record inside the linked category where the product resides. This option is only available if iNet is set to search the custom catalog, and only imports products to linked categories in “normal mode.” It does not import products into custom categories set to “special listing” mode.
“Create product records in Eagle Department Tree.” iNet creates the product record inside the Eagle Department Tree.
New setting to control tax code used for store pickup orders. In eCommerce Configuration-->Advanced-->Settings, a new setting labeled “store_pickup_tax_code” allows you to control what tax code is used for orders placed for in store pickup. You can set this to use Eagle option 104, or leave it blank which will cause Eagle to determine the tax code based on customer/job/store, etc.
iNet now allows your customers to make payments on their account by credit card. Customers can select the amount they wish to pay, or select which invoices to pay if they have an open item account. Payments will appear in Eagle as an ROA.
New Attribute Comments Column in POS. In the Advanced Order Entry grid, POS now contains a column called “Attribute Comments,” which displays the attribute comment defined for a product group. The layout for a comment can be changed via the Options Configuration GoTo menu, and the contents of the comment can be changed at the attribute value level via “Attribute Value Maintenance (Contributed Comment field).
Note: This is the same comment that prints on receipts and/or invoices depending on option 9352.
Import styles with Inventory Import. You can now import entire styles when importing new items with Inventory Import. To do so, simply map the following fields in the Inventory Import Designer: Style, Product Group, and Attr Value Code 1-5. The style item itself (Style=SKU) must be located above its style members in the import file.
Add Attributes on the fly to create new Styles faster. To do this, set option 9610 “Add new attribute values on the fly when adding Style Members?” to A, B, or C. Both A and C allow for editing Attributes before auto-adding them, while B auto-adds Attributes without allowing editing. Attribute values that are added on the fly are automatically valid for the product group for which they are being added.
Select Attribute Values from the Attribute Maintenance grid. Until now, you had to pick Attribute Values from a pre-defined list in a dialog box, which was cumbersome when there were large numbers of Attribute Values. Now, you can quickly find existing Attribute Values by clicking Search CO or Search SI to access the full Attribute Value Maintenance utility. There, you can conveniently use sorting and checkboxes to select the relevant Attribute Values.
New options allow more customized style descriptions. Option 9608 “Description Pattern used when adding style members” allows you to determine the description format the system should use when auto-adding style members. Option 9607 “Prompt for Description Pattern when adding style members” allows you to determine if the Default description can be reformatted when adding an item.
New option determines the format of auto-added SKUs. If new option 9609 “Is the attribute contributor used to create new Style Member item number” remains at the default setting “No,” the system adds 0001, 0002 etc. to the style item to determine the style member’s SKU. The advantage of the default setting is that the SKU’s will be somewhat descriptive. If this option is set to Yes, the attribute value’s contributors determine the member SKU. For example, instead of a SKU of “12345678RDXL,” it would be “123456780001.” The advantage of setting this option to Yes is that you can use Style SKUs that are up to 10 characters without ever running into the 14-character SKU limit, and you can use attribute values that have the same contributors without running into issues with “duplicate style member SKUs.”
Re-sequence function in Attribute Value Maintenance now has a detailed warning. You now receive a descriptive warning that explains how re-sequencing works, and that it is not reversible.
Attribute Value Maintenance now suggests the next available sequence number. This means you no longer have to make up the number yourself.
Viewer Enhancements for Style Color Size. The following enhancements were made:
All viewers and grids (Inventory viewer, Price Changes viewer, Promotions viewer, PO viewer, etc.) that previously showed attribute values 1 and 2 now show five attributes plus Product Group.
The Inventory viewer’s Style Lookup viewer now allows lookups for up to five attributes, and it automatically labels columns based on the product group of the style being displayed.
The Inventory viewer’s Attribute Lookup has a new dialog (Product Group) that drives the Attributes on which you can search. If the “This Product Group Only” box is checked, the system only searches for items in that Product Group. Otherwise it searches for all items with that particular Attribute Value.
New “Attribute” column. Because different items can have different Product groups, the Attribute column was added to describe the category for the attribute values, such as color, waist size, etc. Option 9606 determines what information displays in the new Attribute column in viewers and grids. If the option is set to Yes, the column displays the attribute description (Color, Waist Size, Length Etc.). If set to No, this column shows the attribute code CO, WS, LGT, etc.
New Attribute Comments Column in POS. In the Advanced Order Entry grid, POS now contains a column called “Attribute Comments,” which displays the attribute comment defined for a product group. The layout for a comment can be changed via the Options Configuration GoTo menu, and the contents of the comment can be changed at the attribute value level via “Attribute Value Maintenance (Contributed Comment field. Note: This is the same comment that prints on receipts and/or invoices depending on option 9352.
Import styles with Inventory Import. You can now import entire styles when importing new items with Inventory Import. To do so, simply map the following fields in the Inventory Import Designer: Style, Product Group, and Attr Value Code 1-5. The style item itself (Style=SKU) must be located above its style members in the import file.
Add Attributes on the fly to create new Styles faster. To do this, set option 9610 “Add new attribute values on the fly when adding Style Members?” to A, B, or C. Both A and C allow for editing Attributes before auto-adding them, while B auto-adds Attributes without allowing editing. Attribute values that are added on the fly are automatically valid for the product group for which they are being added.
Select Attribute Values from the Attribute Maintenance grid. Until now, you had to pick Attribute Values from a pre-defined list in a dialog box, which was cumbersome when there were large numbers of Attribute Values. Now, you can quickly find existing Attribute Values by clicking Search CO or Search SI to access the full Attribute Value Maintenance utility. There, you can conveniently use sorting and checkboxes to select the relevant Attribute Values.
New options allow more customized style descriptions. Option 9608 “Description Pattern used when adding style members” allows you to determine the description format the system should use when auto-adding style members. Option 9607 “Prompt for Description Pattern when adding style members” allows you to determine if the Default description can be reformatted when adding an item.
New option determines the format of auto-added SKUs. If new option 9609 “Is the attribute contributor used to create new Style Member item number” remains at the default setting “No,” the system adds 0001, 0002 etc. to the style item to determine the style member’s SKU. The advantage of the default setting is that the SKU’s will be somewhat descriptive.If this option is set to Yes, the attribute value’s contributors determine the member SKU. For example, instead of a SKU of “12345678RDXL,” it would be “123456780001.” The advantage of setting this option to Yes is that you can use Style SKUs that are up to 10 characters without ever running into the 14-character SKU limit, and you can use attribute values that have the same contributors without running into issues with “duplicate style member SKUs.”
Re-sequence function in Attribute Value Maintenance now has a detailed warning. You now receive a descriptive warning that explains how re-sequencing works, and that it is not reversible.
Attribute Value Maintenance now suggests the next available sequence number. This means you no longer have to make up the number yourself.
New User-Defined Product Groups Feature.
To use this feature, option 8287 “Display the Inventory Viewer in expanded format” must be set to S—Flexible Attributes/SCS to see all attributes in the inventory viewer.
New Product Group Maintenance (MPG) window can be accessed from 1) Inventory MaintenanceàMisc Menuà7-Attribute Tools à Product Group Maintenance, 2) by typing MPG in the launch bar, or 3) by clicking the Product Group hotlink on tab 8 (Misc.) of Inventory Maintenance.
New Product Group Maintenance window allows you to add, modify, and delete product groups .The main lookup shows all product groups with their attached attributes, and an additional lookup that shows which attributes are used in which product groups. There is a view available that shows attributes outside the context of a product group. To access Product Group Maintenance, security bit 971 must be set to Y.
Create a Style Group using a Custom Product Group This process works the same as setting up any Style Group, but now supports up to 5 attributes.
Viewer Enhancements for Style Color Size. The following enhancements were made to viewers:
All viewers and grids (Inventory viewer, Price Changes viewer, Promotions viewer, PO viewer, etc.) that previously showed attribute values 1 and 2 now show five attributes plus Product Group.
The Inventory viewer’s Style Lookup viewer now allows lookups for up to five attributes, and it automatically labels columns based on the product group of the style being displayed.
The Inventory viewer’s Attribute Lookup has a new dialog (Product Group) that drives the Attributes on which you can search. If the “This Product Group Only” box is checked, the system only searches for items in that Product Group. Otherwise it searches for all items with that particular Attribute Value.
New “Attribute” column. Because different items can have different Product groups, the Attribute column was added to describe the category for the attribute values, such as color, waist size, etc. Option 9606 determines what information displays in the new Attribute column in viewers and grids. If the option is set to Yes, the column displays the attribute description (Color, Waist Size, Length Etc.). If set to No, this column shows the attribute code CO, WS, LGT etc.
Style-Color-Size enhancement to disallow duplicates. This feature prevents users from accidentally creating a style member that has the same Color/Size value combination as an existing member. This feature works in the Style Member Add Wizard, on the Inventory Maintenance screen, and in the Inventory Import tool.
Inventory Viewer Style lookup displays non-Style items. When using the Style Lookup in the Inventory Viewer, you can display regular items as well as Style Items preventing users from having to switch the lookup method when alternating between regular items and style items.
Delete Entire Styles from the Style Summary Viewer. You can now completely delete a style—including Style Members and Style Items—all at once from the Style Summary Viewer. The setup for this enhancement is the same as the setup for deleting from the Inventory Viewer: Option 8617 must be set to Yes, and users who are allowed to delete styles must have security bits 224 and 777. To use this feature, enable check boxes, check the relevant style line(s), and press Delete. Note to multistore users: Make sure you set the lookup to ALL stores in order to completely remove a Style.
New Discontinued Column in the Style Summary Viewer. Purchasers and sales people who use the Style Summary Viewer to get a quick overview of what is going on at the Style level can now quickly see if a Style is discontinued. To use the alert feature, right click on the column to select “Set Alerts.”
Style Summary Viewer drill-down enhancement. You can now change style members using the Style Matrix Viewer while drilled down from the Style Summary viewer. Before this change, drilling down in the Style Summary Viewer displayed a “View Only” version of the Style Matrix Viewer, which did not allow you to make changes.
Suppress the NO CHARGE Comment Line in POS. Before this change, if you used pricing code N in POS to make Style items no-charge, every Style member would post with a NO CHARGE ITEM comment line. This took up a lot of space and was confusing. Now, when you set up a “No Charge” item, you can select if the comment should show or not. To do this for an individual item, change the No Charge field in Inventory Maintenance (located on the Codes Tab by clicking the “Additional Codes Flags” hyperlink) from “N” to “Z”. To suppress the No Charge comment for all items (including non-Style members), set option 9582 “Post 'NO CHARGE' comment when posting an item as No Charge” to Yes.
Partial Invoicing of line items with a zero price is now possible. Sales people sometimes “sell” certain items that normally have a retail price, for the price of 0.00., which previously precluded the ability to partially invoice the transaction. Now, items that are put on an order by simply over-striking the price with 0.00 can be partially invoiced.
Print colors and sizes on POS Flex Labels. You can now print attributes on POS Flex Labels (Shipping Labels). Simply select the fields in the POS Flex Label Designer, and save the label. NOTE: The Attribute Label Comment is a field that you can format per Product Group. Epicor recommends using this structure to print the comments on labels, as opposed to using all the individual fields, because it is more flexible.
Include Backorders in Running Gross Profit percent at POS. If option 220 “Display Running GP” is set to Yes, you can set new option 5101 “Include Backorders in Running GP%” to “Yes” to include, or “No” to exclude, backordered items in the running GP that displays on the POS screen.
Inventory Import enhancements.
You can remove Attributes / Styles from a group of items. The Inventory Import Tool now includes the Attribute Type field, which you can use to change a Style member or Style item into a regular item. To do this, place an “N” in the Attribute Type field. When removing the Attributes from all members of a Style group, the Style item always needs to be last in the file, because you can’t remove the style from a Style Item if it still has Style members attached to it.
You can use the Inventory Import Tool for “Generic Attributes” (MSY option 1302=Y). Place an “A” in the Attribute Type” field to indicate the item should become an “Generic Attributes Item”, and enter the “Attribute Value Code” to indicate what the Attributes should be. These Attribute codes must exist in Inventory Maintenance.
Prevent multiple instances of the same color/size combination to be added to the same Style. Inventory Import no longer allows importing items into a Style that already has items with the same Attribute value combination. For example, if Style 12345 already has an item that is RED / XL, you can’t accidentally add another item that is RED / XL. Note: Both Inventory Maintenance and the “Style Member Add Wizard” follow this same behavior.
The Keep Stock Info field changes in all stores when an item is changed into a Style item. If you create an item, and then later change it into a Style item, the system now changes the Keep Stock Info field to N in all stores, not just in the lockin store.
Style Matrix Viewer enhancements. The redesigned Style Matrix Viewer (SMV) now has the following capabilities:
Store subtotals at the bottom of every listed store
Grand totals and subtotals by Attribute (Color or Size).
X / Y axes on multistore viewers can now be flipped.
Refresh / Enter refreshes the grid content, without having to enter a new SKU, like you had to previously.
Most Inventory Maintenance security bits now apply to the SMV. For example, if a clerk doesn’t have security bit 222, and thus cannot change inventory codes information in Inventory Maintenance, the clerk also can’t change this information in the SMV either.
Fourteen new fields have been added to the SMV: Quantity Break Code, POS Returnable, Ext Description Group, Label Format / Printer, Location Code 1-6, DC Item (view only), Available, To Date, and Current Units.
The Web? field can now be changed via the SMV.
Suppress “Style Header/Footer” comment lines. You can now opt out of printing the “Style header and footer” comment lines. Simply set option 9961 “Post style header/footer comments when posting from the Style Matrix Viewer?” to No to suppress the “Style Header / Footer” comment lines that the Matrix Viewer posts back along with any selected items. This option prevents “Style Header / Footer” comment lines from posting in POS, Purchasing and Receiving, or both.
Ability to Ignore Jobs when Statements Print. If you split out jobs by contact person at POS (high school basketball contact, high school soccer contact, etc.) but want a single statement for the school without the jobs reflected, use new option “U” on the Statement Report (RSM). When you use this option, statements for accounts that have multiple jobs print one statement, regardless of the job with which the invoices are associated.
Ability to print statements with the due date after each unpaid invoice. New Statement Report (RSM) option Q “Print Due Date after Unpaid Invoices” prints each unpaid invoice’s Due Date on the line below it. This helps customers who pay by invoice understand which invoices are due.
Print SKU barcode on labels if no UPC is available. The new field “UPC else SKU” in Label Manager allows you to print the UPC on labels when available, but otherwise print a barcode representation of the item’s SKU. When the barcode is scanned in POS, RF, or Eagle Mobile, the system first tries to find the item using the value as a UPC, and if not found, it then uses the value of the barcode to find the item by SKU. Note: In Device Configuration, the POS scanner’s scan option “Scan barcodes that are not UPCs” must be checked.
You can now use the Select Size/Color buttons again in the POS add wizard. The “Select CO/SI” buttons, which were not functioning properly on the last software release, have been fixed. You can now use them again in the add Wizard during the POS Style Member add flow.
Select the Tender Types allowed when there is no cash drawer. New option 9800 “Tender Types allowed when no cash drawer available” allows you to disallow specific POS tender types if there is no cash drawer attached to the terminal. For example, if no cash drawer is present at a particular register, you may not want “cash” to be a valid tender type at that register.
Security Bit for Attribute Value Maintenance. You can now decide which users can add additional Attribute Values (colors / sizes) by assigning security Bit 933 “Maintain Attribute Values and Style Attribute Images” to only those users you want to allow to add/change in both Attribute Value Maintenance and Attribute Image Maintenance.
Assign Vendor and PO number to multiple POS lines at once. POS Posting Misc Menu option “D” can be used to assign Vendors and PO numbers to multiple lines on an order. You can do this by including specific lines, selecting a range of lines, excluding lines, or selecting all lines.
Special order Style Member creation improvements. Various improvements have been made to the flow between POS and Inventory when creating a Style item and Style members on the fly.
Simply press Enter to finish in the Member Add dialog. Before this change, you had to press TAB-ENTER.
Opportunity to source at the header level when returning from the Inventory Maintenance member Add routine. After pressing F4-Sell, you now have the opportunity to source the newly-created Style at the header level, before posting the members back to POS. Pressing ENTER allows you to add the members.
Quantity is now inherited by the Automatically Generated Item dialog. If you accidentally type a quantity in the posting area before pressing Enter, the system now moves that quantity to that dialog. The system also posts the quantity back to the correct “backorder” field, so it is no longer possible to accidentally double the quantity on the order.
Special Order Sourcing Now Supported. Special Order Transaction Type now follow the logic for “Style Members inherit information from style header.” This means you can now:
Type a Style SKU and quantity, and simply press F4 to source it from an order, from the Buyer’s List, or by creating a PO (RSRV)
Use the “Special Order” transaction type for Style items.
New Shortcuts in Eagle Browser. The following applications have been added to the menu structure in Eagle Browser, and are also available by typing the three-letter shortcut in Eagle Browser’s Launch bar.
SSV – Style Summary Viewer
SMV – Style Matrix Viewer
MAV – Maintain Attribute Values
Due Date Calculator. This new feature has two uses:
Sometimes you need to determine a new due date by taking a date in the future and applying a terms code to that date. For example, you may want to use NET 30 DAYS and calculate a due date as if the invoice date were 2-24-2013. You can do this in the QuickRecall “Change Invoice Info” dialog box by selecting Misc Menu option A – Change Document Info, and clicking the new “Terms” button. This displays the “Due Date Calculator.” From there, select a terms code or use the default (which is the transaction’s terms code). Then select a “Terms Start Date” from which to calculate the “Due Date.” Finally, press “Calc.” This populates the “Payment Due” field so you can review it before pressing OK. Alternatively, you can select a terms code, a start date, and simply click OK. Now make any changes to the Reference or Customer PO, and click OK to update the QuickRecall transaction.
If you have Dated Billing (option 8297 is set to Yes), you can now set up a Due Date when creating invoices. The customer must be set up for Dated Billing (the Allow Dated Billing” field in Customer Maintenance is set to Y”). Then, when totaling an invoice or order, select option R-Enter Dated Billing from the Totals menu. Then press Calc to open the “Due Date Calculator,” select a terms code and a start date. Then press Calc to see the new due date, or press OK to post the new due date back to the dated billing screen. Then press OK to apply the newly calculated “Due Date” to the transaction.
Style Member Contributed Descriptions have been fixed. Contributed Descriptions now contribute all 12 characters to Style member descriptions. Prior to this change, they were only contributing the first word. Note: SKU descriptions are only 32 characters; therefore, if the combination of “SKU”, “Color” and “Size” are longer than 32 characters, the style member’s description is automatically truncated.
Inventory Maintenance Style Member Synchronization. If you need to change certain fields for an entire style all at once, you can email Epicor to request the ability to identify inventory fields which should automatically be synchronized for the entire Style Group (Style Item and Style Members).
Disallow embedded spaces or special characters in PO numbers. If you have Advanced Receiving, you must set new option 8856 “Allow embedded spaces or special characters in PO #” to No to eliminate spaces or special characters in your POs, because they cause errors in Advanced Receiving.
Buyer’s List has warning for discontinued items. The Buyer’s List now warns the buyer if a discontinued item is placed on a PO.
Store Group Support for Style Summary Viewer
The Style Summary viewer now supports Store Groups. Note: While all totals and High and Low columns reflect the entire Store Group, for performance reasons, the “ALL” or “Store Groups” lookups only display items that exist in the first store of the Store Group. For example, Group G1 consists of stores 1, 2, 3 and W, in that order. If the Style Summary Viewer lookup is set to G1, the grid displays all items that exist in store 1. All the totals shown in the grid are for stores 1, 2 and 3. If an item exists in store 2 and 3, but not in store 1, it will NOT show in the grid. If desired, you can change the order of stores in a Store Group; do this with Options Configuration’s Misc Menu option 9 “Maintain Store Groups” -> “Change” -> “Change Order.”
The Style Summary Viewer now has a field in the Header area that allows you to only look at Style Summary lines, or at both Style Summary Lines and non-Style items (which is the default).
ROO Report now Includes Backorder Quantities. The Open Orders Report (ROO) has a new option, B—“Include backorder quantity in extensions and totals.” If you select option B, ROO does not print a backorder column, and instead shows backordered items in the totals.
Note the following about ROO:
The BACKORDERED and TOTAL columns only print if backorder option “B” “Include Backorder Qtys in extensions and totals” is checked.
On a line item, the “EXT” column includes the backorder extended amount only if the option is Y.
Changing this option does not affect any report already in the queue; therefore, you must re-queue previously scheduled ROO reports.
Style Matrix Viewer Default Stores and Matrix Field. If you want to steer the default store and default matrix field in the Style Matrix Viewer when it is accessed in a non-posting context, use new options 1306 and 1307. If option 1307 is left blank, the viewer continues to default to the lock-in store. Like before, in POS posting, the viewer will continue to default to the current store. In a Purchasing and Receiving posting context, it defaults to the current store, or to the stores for which items have already been added to the PO.
Style Summary Viewer: Average Cost for Style. In order to give purchasers and sales people a tool to view the cost and value of a Style as a whole, the following three fields have been added to the Style Summary Viewer.
Style Avg Cost. This is the average of the average cost of each individual Style member. It does not take Quantity On Hand into account.
Style Value at Avg Cost. This shows the total value of all Style members combined.
Style Unit Value at Avg Cost. This is absolute value divided by absolute units. In other words, this is the weighted average cost of each unit that has a quantity on hand (either positive OR negative).
Attribute Value Maintenance ease of use enhancements:
“Contributed” fields are now optional. Previously, these fields were mandatory. If they are left blank, the system fills them out with the Value Code and the Value Description the user entered.
Attribute Value codes now automatically default to all UPPERCASE. Before this was not mandated, which caused inconsistencies.
POS Order Document Printing: The ability print specific lines only. POS now allows Flex Documents to be set up to print only specific lines from that order. Which lines print are selected using Misc Posting Menu option “J” (Change Additional Info on selected items.
Item List Maintenance (LISTS) now has Attribute Comments Column. The new “Attribute Comments Column” shows the PO Comments for the displayed item’s Product Group. This allows the user to see the color, size etc. of the items displayed in the grid.
Loyalty Manager Reporting to manage, monitor, and measure customer and loyalty performance
Coupon Analysis
Rewards Analysis
Additional Market Baskets by Customer and Promotion
Enhancements to Existing Applications
Inventory Planner
Ability to change Epicor supplied Forecast Models--You can now make changes to supplied models including the ability to remove a model from the Best Fit analysis
Exclude Promotions added to Plan--Promotions can now be excluded from usage calculations at the Plan level
Pricing Planner
Projected impacts of proposed price changes now exclude promotional sales from the analysis and will use either Average or Replacement cost based on the setting in Options
All analysis applications can support importing of item sets
Manage Prices can import a price change file with either New Retails or New Desired GP%
Store Groups are fully supported in Pricing Planner
Easily manage prices for single stores or groups of stores, rather than all or one
Work with a single price record that updates for all stores in the group
Catalog Analysis users can save their price and catalog selections as defaults
Automated pricing rules that calculate a New Retail that is the same as the Current Retail will no longer update to IPC
Discontinued and Store Closeout have been added to the selection panel in Manage Prices and Analysis applications
User Codes 1-4 have been added to Catalog Analysis
Catalog prices are now visible in the grid in Manage Prices
Compass Analytics Enhancements
Search capability within folders for saved queries, pages, and layouts
Store Groups are now mapped and available in the Compass Database
Changes are updated via EDW (Data Code 95) only
User Defined Fields are now supported in Dimension Delivery in Scheduled Tasks
Additional Table and Field Mappings
Related Items
Alternate Items
Dynamic Coupons
Sales Detail Extended
Numerous new Quick Recall fields including promotion and coupon information
Delivery fields including Checked by, Loaded By, Delivered By, Shipped By
Eagle Mobile enhancements.
In Eagle Mobile Inventory, if you also use PathGuide (option 1083 “Pathguide Interface on System” is set to Yes), you can now view your Pathguide Purchase Orders on the PO tab in Eagle Mobile.
Eagle Mobile POS can now scan and post UPCs with a package quantity.
When using Eagle Mobile POS, ringing up multiple selling units (MSUs) and Tally items is now supported, so that the correct price posts. Prior to this change, the clerk would receive a warning, and the regular retail price would post if the clerk proceeded.
Mobile POS now requires you to set up a Network Listener printer, so that all "on-account" charges print to a local invoice printer.
Location Codes now display in Mobile Receiving.
Pharmacy enhancements.
Offline POS enhancements for Pharmacy. Prescription (RX) barcode scanning with price support, RX lookup by last name, and Will Call by patient number or family number are all now features in offline POS. Once you upload your offline transactions, the RX items that were sold offline are added or merged to the Eagle, and are subsequently passed to your third-party pharmacy system, just as they would have been if you had been online the entire time.
Prescription Record Management Viewer (VIEWRX) enhancements. Synchronized Pharmacy systems users now have the ability to change RX items that have a status of Delivery, Pending Unknown or Blank back to Filled status directly from the Misc menu in the Prescription Record Viewer. In addition, when using the default view, the viewer can now display Filled status items when the viewer is first launched.
MethCheck in POS. Appriss supports a national database called MethCheck (or NEPLEx), used for tracking the purchase of over-the-counter products containing pseudoephedrine. In some states, MethCheck also offers a web interface at Point of Sale, so that pharmacies can obtain this information in real time and exchange information from the purchase back to the Appriss database. With this feature, when you submit a transaction that exceeds the pseudoephedrine limits, you immediately receive a message that recommends denial of the sale. A manual override can be used if the clerk feels in danger, and law enforcement is notified that the sale may have exceeded the limits.This feature is an Eagle purchase option. Assuming your state qualifies for this feature, an Epicor representative must activate option 9421 for you. In addition, options 9840, 9844, 9845, and 9846 must be set up.
New Misc tab in Inventory Maintenance contains *EBT/FS Item?” field. This field identifies EBT items for Grocery or Pharmacy stores that honor Electronic Benefits Transfer (EBT) for food stamps. You can use this field instead of assigning a Use Code per options 1073 and 1074.(Note: the system still supports Use Codes if you want to continue to use them)
Blank = Not a EBT/FS item
Y = Yes, EBT/FS item
New Misc tab in Inventory Maintenance contains "FSA/HBC Item?” field. This field is for Grocery and/or Pharmacy stores that honor consumer Health Benefit Cards/Flexible Spending Account(FSA).
Blank = Not a FSA/HBC item
H = Health Care item
R = Rx prescription item
New pharmacy fields in Inventory Import. The following fields have been added to Inventory Import: EBT/FS Item and FSA/HBC Item. These fields are updated directly; they do not get processed with Flexible Inventory Load (FIL) and the Inventory Load Report (RFL)
New pharmacy fields in Label Manager. The following pharmacy fields can now print on labels: EBT/FS Item and FSA/HBC Item.
True Value Instant Credit Application. In Spring 2013, True Value will launch a credit card program to help you keep your loyal customers, attract new ones, and increase sales. For more details or to sign up, visit www.membersonline.com >> Statements & Finance >> True Value Credit Card Signup. To participate in this program, you must be using signature capture pads. The following options and security bit must be set up on the Eagle:
9950 True Value Instant Credit Application on System – set to Yes
9951 True Value Instant Credit Call Center Phone Number - Defaults to the current "Call Center" phone number that will print on "Call Center receipt."
9952 True Value Instant Credit Application Store Brand - Defaults to True Value. If applicable, change to Grand Rental Station, Home and Garden, or Taylor Rental so that the correct credit card design is sent to the customer.
998 (security bit) Allow Access to true value Instant Credit Application – set to Yes
For specific instructions, refer to Home > Retail Systems / POS > Unity / Eagle > Unity Retailer Communications>2013>Co-Branded Credit Card Program!
Several reports can now be run from Eagle Browser instead of having to use Legacy Eagle.
EESTL – Element Settlement – requires bit 573, and option 9530
TRSTL - Tender Retail Settlement – requires bit 573, options 9529 or 9901
AMSTL - Air Miles Settlement – requires bit 573, and option 44
New Terminal Timeout feature. This feature allows you to set a time-out interval for Eagle for Windows applications, including Secure Access. If the PC is inactive for longer than the timeout interval, all Eagle for Windows applications automatically close. Determination of PC inactivity includes any work/processing done on the PC, including Eagle for Windows as well as all other applications. To use the Terminal Timeout feature, you must set option 560 “Terminal Timeout on System” to Y, and set option 561 “Terminal Inactivity Timeout period (seconds)” to the number of seconds of PC inactivity that must occur before the Terminal Timeout is executed. The default is 900 seconds, or 15 minutes. Below are important things to note about Terminal Timeout:
To use this feature, you must be using SecureAccess version 1.0.58 or higher. Network Access is excluded from the Terminal Timeout feature.
POS already has its own timeout capability (refer to Option 340) and is excluded from the Terminal Timeout feature. One exception is that the QuickRecall viewer, when launched from within POS, is subject to the Terminal Timeout and automatically closes when the timeout interval has been exceeded. POS will still remain active.
Viewer activity (sorting , loading, exporting, etc.) and Lengthy searches that display an hourglass are considered activity, and thus are not subject to the Terminal Timeout.
New option 553 “Use Restricted Roles in Role-Based Security.” Set this option to Yes if you use Role-Based Security (RBS) and you want to create and control the assignment of “Restricted Roles.” A Restricted Role can only be assigned by managers with the highest security privileges. Roles that are not considered Restricted can be assigned by any manager who has security to manage Role Based Security (bit 761). New security bit 1048 “Allowed to assign Restricted roles in Role-Based Security" controls both the ability to identify a role as restricted, and the ability to assign a restricted role to a user. When option 553 is set to Yes, a user who has security bits 760 (View Role-Based Security) and 761, but not bit 1048, can create, maintain, and assign roles that are not restricted. A user with all three bits can create, maintain, and assign any role, whether or not it is restricted.
You designate roles as Restricted in RBS by clicking Misc and selecting 4-Maintain Roles. For each role that should be restricted, display the role, check the box in front of Restricted, and press Change. As new roles are added, if the role should be restricted, check the box in front of Restricted prior to adding the role. Note: Changing a role to Restricted does not affect already-existing assignments of that role. Assigning a restricted role to a new or existing user is no different than assigning a non-restricted role; however, if the user does not have bit 1048, those roles which are restricted don't display in the list of roles which can be assigned, and therefore cannot be assigned to the user.
Support for dual loyalty programs. The Eagle system can now support more than one loyalty program on the same server.
To enable one Loyalty program that is either a national account program or Eagle Loyalty, set option 1182 “Loyalty Program” to the appropriate setting. Option 9995 “Additional Loyalty Program on System” must be set to None.
To enable one national account loyalty program plus Eagle Loyalty, set the existing option 1182 “Loyalty Program” to the national account program (either D, T, or Y), and set option 9995 “Additional Loyalty Program on System” to L or G.
To enable a Canadian air rewards program, set option 9997 “Canadian Rewards Program” to the appropriate program.
Security bit 583 “Invoice order/special order/service order that has items with no price” applies to partially invoicing an order where one or more of the items being invoiced has no price. Prior to this change, partial invoicing didn't allow invoicing an item without a price. With bit 583 set to Yes, the clerk will be warned, and can select to continue invoicing or not.
Installing server level 33 sets the following new security bits to Yes because they were added to control functionality that existed on prior levels.
1046 “Create AP Vouchers for POS refunds (CVP)”
1047 “Change Type on In-Store Gift Card”
The following are new security bits:
1048 ” Allowed to assign Restricted roles in Role-Based Security”
1049 “Dynamic Promotions - Change Qualifying Purchases Flags”
583 “Invoice order/special order/service order that has items with no price” not applies to partially invoiced orders/Special orders/service orders.