What's New on Release 22.1

Welcome to Eagle for Windows Release 22.1 (server Level 34). This document summarizes the new features and enhancements. Use the red links below to take you to a particular section of this document (POS enhancements, Inventory enhancements, etc.). For full-featured help for a particular new feature or enhancement, click its blue underlined text.

If you haven't previously installed Release 22, then be sure to also review What's New on Release 22.

POS Enhancements

Inventory Enhancements

Purchasing and Receiving Enhancements

Buyer's Purchasing Enhancements

Accounts Receivable Enhancements

Accounts Payable/General Ledger Enhancements

Telecommunications/National Account Enhancements

Miscellaneous Enhancements

Pharmacy Enhancements

Compass Enhancements

Security Enhancements

POS Enhancements

• POS Batch Print Orders. This new feature allows you to print a batch of orders using either the POS Order Viewer or Batch Invoicing. For example, an Eagle user with a warehouse may periodically open the Order Viewer to print all the orders that are ready to be filled, so that they can pick those orders. Another example is an Eagle user who uses Batch Invoicing and wants to print the orders in a batch to review pricing before the orders are invoiced.
• New posting menu option J "Change addt’l info on selected items" in POS. This menu option allows changing Location or item User Codes 1, or 2, or 3 for multiple lines on the transaction by entering a range or list of line items. This allows you to change the field for multiple lines all at once instead changing them one at a time. For example, you need to print a work order for an outside vendor that contains only a subset of items on a customer’s order. To do this, enter a specific code (such as P for Print) on the subset of items. Then, using the power of a customized Printing Plan, you can print or email that order with only those items which contain the P in that specific code.
• Find a customer by any phone number set up on their account. In addition to phone number lookup using the primary phone number, you can now look up a customer by alternate phone number, or phone numbers entered in the account's Contacts list. This applies to customer lookup in any application which has the standard Customer drop-down list.
• Advanced Order Entry (Option 76=Yes) enhancements for Backorders:
• • Existing option 5100 "Include backordered items in Transaction Total" now correctly calculates the tax for backordered items in the transaction total if they have a line item tax code (in Inventory Maintenance or from a Tax Override Plan). This enhancement was designed for California users, to correctly manage the line item tax code on Lumber items.
  • Existing Option 5100 “Include backordered items in Transaction Total" has the new choice S= Subtotal and Total. Use this new setting if you want Orders to include the amount on backorder in the transaction's subtotal, which displays in the posting area of the posting screen, as well as in the transaction total on the totals screen.
  • When backordering an item which has a non-merchandise “sells with” or “special fee” linked to it, the order quantities of the sells with/special fee will be kept in sync with the parent SKU. This means if the parent SKU is backordered, the sells with/special fee is automatically backordered for the same amount. If the parent SKU was sourced to a PO or Transfer, the sells with/special fee backorder and order quantities are adjusted and kept in sync with the parent SKU when it is received.   
  • New option 1430 “When fully invoicing warn if order contains backordered items.” Set this option to Y or X so that when the clerk recalls an Order and attempts to invoice it, the system checks to see if there are any items which have a backorder quantity greater than 0. If there are such items, it displays "Warning: Order contains one or more backordered items which will not be invoiced. Continue invoicing? Yes/No." This lets the order processing clerk know that there are backordered quantities on the order which will not be invoiced, and which may have actually been physically received and shipped to the customer. With this information, the clerk can take the appropriate actions to resolve the discrepancy. Note: This option is incompatible with Pick/Pack/Ship (option 74).  
  • New option 1431 “When partial invoicing warn if item is backordered”. The purpose of this option is to make the order processing clerk aware that an item they've selected for partial invoicing (because paperwork indicates the item has been received and is being shipped) will not be fully invoiced because all or part of the order quantity is backordered. If you want the system to warn the POS clerk if they are partially invoicing an item which has a backorder quantity, then set this option either to Y “Warn and default to invoicing the line item's order quantity but not the backordered quantity,” or to X “Warn and default to invoicing the line item's entire order and backordered quantity.” When warned, the clerk can select to invoice only the quantity on order, to invoice both the quantity and the backorder quantity, or to not invoice the line item at all.

Epicor recommends setting this option to Y as it makes the clerk aware that an item being shipped to a customer may not get invoiced for the full amount as it is still on backorder, or that perhaps they have selected the wrong line. If the clerk selects to invoice the backordered quantity, it is still very important that the outstanding Purchase Order be finalized for proper updating of GL, Inventory, and Accounts Payable. Note: This option is incompatible with Pick/Pack/Ship (option 74).

Warning: Selecting to invoice a backordered quantity rather than receiving the quantity first through the RRP-F exposes you to these potential issues which may or may not be applicable to your situation:

1. 1. • You may find you have outstanding open POs where the merchandise was physically received, but the PO was never finalized.   
      • You may encounter salesperson commissions that are incorrect due to QuickRecall having a cost that doesn’t reflect an updated cost on special order items from receiving.
      • If stocked items are allowed to be special ordered, then stocked items may show up on a Negative QOH report or alert before the purchase order is finalized.

• Destination Tax enhancements.
• • Destination tax now uses Tax Override Plans. If you use Destination Tax (option 1024=Yes), when the system changes a transaction’s tax code to use the tax code of the delivery destination (the zip code in the transaction’s “ship to”), if that tax code has a Tax Override Plan assigned to it, that plan will be used. Prior to this enhancement, the Tax Override Plan was not considered.
  • Destination Tax now supports domains by Store or Terminal. If you have a store or a terminal where transactions should always be taxed based on origin (the store’s tax code), set option 1024’s domain appropriately and then set that store or that terminal’s option 1024 “Destination Tax on System” to No.
• Do it Best Rewards enhancements.
• • System validation when a Do It Best Rewards number is entered manually. In POS and in Customer Maintenance, when manually entering the Best Rewards number, the system now validates the check digit. This ensures a manually entered loyalty number is correct.  
  • You can now scan consumers’ Best Rewards Redemption Certificates in POS. This eliminates the risk of a clerk entering an incorrect discount amount, and gets customers through the checkout line faster. Setup includes a special download through EFM, and future new certificates are also downloaded with EFM. To initiate the download, contact the Best Rewards department at Do it Best 260/748-5456, and request file maintenance for Best Rewards certificates.  The download adds a series of credit SKUs to your Eagle system. These SKUs start with a zero, have the Location field set to CRED, and the Promo Sales Code set to C. In POS, scan the certificate from the SKU field of Point of Sale. The total transaction is reduced by the certificate amount. Note: Be sure to set option 8705 “Allow cash back if loyalty coupon(s) exceed purchases” to the desired setting.  
• Automatically display the “attribute” of True Value Rewards (TVR) customers. Simply set option 9996 “Display Loyalty Level in POS” to A=National Account Loyalty Level. As long as you enter the reward’s ID at the start of the transaction (either directly by entering the loyalty ID, or indirectly by entering the customer), the customer’s “attribute” displays on the POS posting screen, at the top near their name. Note: If you use both Eagle Local Loyalty and TVR Loyalty, you must decide if you want the Eagle Local Loyalty Level (set option 9996 to L) or the TVR Attribute (set option 9996 to A) to display in the POS header, because the system cannot display both. A TVR customer’s “attribute” indicates their level of reward.  There are currently 4 attribute levels:

• • Foundation - customers in this tier earn 10 points per dollar spent
  • Builder - customers in this tier earn 15 points per dollar spent
  • Achiever - customers in this tier earn 20 points per dollar spent
  • DIY VIP - customers in this tier earn 20 points per dollar spent plus a quarterly gift
• Print Tax code detail for all receipts and invoices, even when there is only one tax code on the transaction. To do this, set option 8631 “Print tax breakdowns on POS documents” to “O=Yes even if only 1 tax code.”  Previously, these tax code details only printed if the transaction had more than one tax code. Note: The information that prints for each tax code is controlled by option 9521 “Format for tax breakdowns on POS receipts.”
• Create transfer adjustments to return defective merchandise to the warehouse. This feature, for Multi-Store users with a "warehouse and stores" configuration and are using PO to Transfer, allows the warehouse location to consolidate and return all defective merchandise to the vendor. The warehouse location should run RDI for all satellite stores to create defective purchase orders for defective returns to the vendor, and then use PO to Transfer to create a transfer adjustment from the defective purchase orders. Once the defective returns have been shipped to the warehouse, recall and complete the transfer at the warehouse. Note: Because the merchandise is defective, the transfer doesn’t affect quantity on hand in the "from" or "to" store.
• UPS Worldship integration enhancements to meet the needs of international shipping.
• • Two new optional fields in the export from Eagle to UPS :
  • • Ship Via Shipper Name. This field contains the Shipper Service entered in Ship Via Maintenance (SHP) for the transaction’s Ship Via.
    • Email Address. This field contains the email address of the first Contact listed in the Names tab of Customer Maintenance where “Show in POS?” is set to Y.
  • The existing Country field in Customer Maintenance is now formatted based on the new “Country Code Format” field in Ship Via Maintenance (SHP) for the transaction’s selected Ship Via. The preferred format for UPS is ISO 3166 3-Char.
  • The existing Phone field now contains the customer’s Alternate Phone Number if the main phone number is blank and one is not entered as an override in POS in the Shipping Options dialog.
  • New option 3543 “Display entire list of countries in the Country dropdown.” Set this option to Yes to be able to see and select from a full list of country codes in the Country drop-down field in Customer Maintenance (MCR) and POS Customer QuickAdd. When option 3543 is Yes and the selected Country is not USA, the Zip Code field displays as Postal Code, and allow for up to nine alpha/numeric characters for the international zip code
• Existing option 9130 “Additional fields to include in POS Customer QuickAdd” has two additional fields. They are  A = Alternate Phone, and B = Alternate Fax. These fields can be included in the POS Customer QuickAdd dialog, and are useful for longer phone numbers that are used internationally. If you select these fields in option 9130, they will display in the "Additional Fields" dialog.
• New option 5952 "Print resale code (tax exempt #) on receipts and invoices" to control if the resale code (tax exempt number) prints on receipts and invoices. In some states, the resale code is the customer's social security number, and thus should not print on receipts or invoices. Note: The resale code is still populated in the QuickRecall header record regardless of how option 5952 is set.

• Bill of Materials (BOM) enhancements

1. • New column for items' “Retail” price is now available in the Maintain Bill of Materials and the POS BOM Posting grid. This new column is initially hidden, so you must right-click a column heading and "select columns to view" to display it.

   • New option 1410 "Print SKU of BOM Components on invoice forms" is used to indicate the transaction types on which you want to print the SKU of BOM components. A “B” prints at the end of the detail line to indicate that an SKU is a BOM component.  

• Enhancements to Bids and Booking Open Quotes

• • New option 8704 “Warn and Use Booking Quote price from expired or qty exceeded book quote.” To use this feature, you must have Booking Open Quotes (option 2015 is set to Yes). Set this option to Yes if you want to allow clerks to make exceptions for loyal customers by honoring the Booking Open Quote price when it is either expired or over the volume allowed to be sold. In POS, if the item being sold to a customer/job is on a Booking Open Quote which is expired or has no available quantity for the item, the system asks "Use price on Booking Open Quote?  Expiration is XX/XX/XX   Yes(default)/No” where XX/XX/XX is the expiration date of the customer’s booking open quote. If the clerk answers Yes, the item is posted with the Booking Open Quote price. Note: the system only looks at and uses the first booking open quote on file for the customer/job.

  • POS Order Viewer has three new columns for bids and booking open quotes. These new columns are initially hidden, so you must right-click a column heading and "select columns to view" to display them.

  • • Original^Bid Qty – the original quantity on bids and booking open quotes (if using that feature)

    • Allocated^Bid Qty – the bid quantity, including quantity on Booking Open Quotes, which has been allocated to orders (where that quantity is now reflected in the item’s committed quantity or units sold if invoiced)

    • Outstanding^Bid Qty – the remaining quantity on bids and Booking Open Quotes

• Check Register report (RCK) can now sort by document number. There is a new field on RCK called “Sort Options.” Set this field to D (document number) if you want to sort the RCK by document number rather than C (card type).

• Tax Free Holiday. This feature allows you to set up an item or group of items for a store or group of stores that are eligible to be sold as nontaxable for a given period of time in POS. The item(s) can be set up with a specific tax code and a maximum selling price during the tax free period.

You can have up to nine categories of items that are eligible for the TFH. Each category is assigned to a specific User Code position and corresponding User Code value. The item(s) that have this User Code value in the specified position in Inventory Maintenance are considered a member of the given category.

You also have the flexibility to enable or disable any category for a specific store. For example, some stores may only have five of the nine categories enabled for a given TFH, while other stores can have all or none of the categories enabled. For each enabled category for a given store, you can establish a maximum selling unit price as well as a specific tax code. Each store participating in the TFH can activate and deactivate the TFH, as well as establish a unique End Date for it.

Typically you would set up the TFH ahead of time, setting the Enabled field to N until you are ready to activate the TFH.. Note: On saved transactions (Suspended transactions, Orders, Special Orders, Estimates, and Layaways), an item's eligibility for tax-free status is determined at the time the item is posted to the transaction, not when it is invoiced; therefore, the Tax Free Holiday must be in effect at the time the item is posted to the saved transaction.

• Canadian customers can now decide how they want the rounded penny amount to print on receipts and invoices. For Penny Elimination users (option 9954 “Penny Elimination in POS enabled” is set to C), set new option 9958 “Presentation of 'Penny Rounding' amount on receipt/invoice” to T (Total) if you want to have the penny rounding amount print in the subtotals section of the POS document. Also set option 8971 “Use POS Adders in Order Entry” to A or M.  (If you’re not using POS Adders, then set it to M.)  For invoices, you must use an Enhanced Form whose format name ends with "Adders."

•  New option 9784 “Prompt to email invoices/credits?” This option enhances  the existing capability to email invoices/credits. Set this option to Y (prompt and default to Yes) or Z (prompt and default to No) if you want the system to ask the clerk if the customer’s invoice should be emailed to them. This option applies to accounts in Customer Maintenance (MCR) with the "Email Invoices/Credits" field on the Misc tab not set to N.

• Give clerks a quick way of checking they have rung up all merchandise on the counter. New option 5957 “Show "Total Items" count on POS Totals Screen” can be set to Yes if you want a count of the total units on the transaction to display on the POS Totals screen. The item count displays on Sales, Orders, Special Orders, Recalled suspended transactions, Transfers, Layaways, and Service Orders (not supported on partial invoicing). Note: existing option 5953 "Print "Total Items" count on customer receipt" must be set to Yes.

• Ability to identify if the customer and/or card is present on transactions with a manually entered credit card or transactions using a stored credit card. This feature is for Epicor’s Electronic Payment Exchange users (option 9530 Process Credit Card transactions through Element is set to Yes). The purpose of this feature is that credit card processors are now requesting additional detail be supplied for a manually entered credit card to more accurately assess the level of risk associated with the authorization request. The new fields “Customer Present” and “Card Present” display when you manually enter a credit card, when you use a stored credit card, or when you use Totals menu option U "Address Verification Test."

• Support for scanning the back of the customer’s driver’s license for birthdate on Age-Restricted items. When the prompt for date of birth displays, use the station’s barcode scanner to scan the 2D barcode on the back of the driver’s license. Note: Most but not all states use the 2D barcode. Look for a band of black and white squares in a random pattern.  Currently, the following scanners are supported: Motorola DS6708-DL, Motorola DS9208-DL, and  Motorola DS6878-DL (cordless Bluetooth).

• New option 1425 “Do you want GPO to commit available Show PO quantity to customer orders?” The purpose of this enhancement is to allow the POS order-taker to reserve product coming in on a Show purchase order to a specific order or special order transaction, rather than generate a brand new PO for that order. An item sold at POS can be sourced to the Show purchase order by entering its PO number in the PO# field of the special order posting area, or in the Buyer’s List. When the Show purchase order is chosen to source against, the GPO process searches that Show purchase order for that item. If the item exists on the PO with sufficient order quantity which is not yet reserved for another customer order, then the system reduces that line’s order quantity by the customer’s order quantity, and appends a new line item to the PO, reserving it for that customer by linking the customer’s sales order to that new line. If the item either does not exist on the PO or there is not enough un-reserved order quantity available to fill the sales order, the system issues an alert to the PO’s buyer that the item could not be sourced against that Show PO. And the Show PO# entered on the customer’s sales order is removed so that the buyer can re-source that line item to another PO.

To use this feature, either option 76 (Customer Order Management) must be Yes, or option 1028 Special Orders Allowed in RPOS must be set to A. You must also set option 1425 "Do you want GPO to commit available Show PO quantity to customer orders" to Yes. In addition, the Alert User Profile for the buyer(s) should have the alert “Show Order Item Sourcing Failed” set to M (Only show if for me). Lastly, Show POs must be identified as such by entering SHOW in the PO Header’s Reference field. The PO Type can be either F (Future) or Normal.

• Enhanced Forms enhancement. Each of the options for the Enhanced Form’s sort order has the new choice R=Location with Sells With. When this setting is selected, the items on the form sort by location with the additional feature of sorting "sells with" items directly after their parent part on the document, regardless of their actual location value. These are options:  7505 (estimates), 7525 (Orders), 7545 (Invoices), 7565 (Credit Memo), 7585 (Transfers), 7645 (warehouse pick ticket), 7665 (backorder pick ticket), 7725 (packing list), and 7745 (Service Orders).

• Delivery Dispatch Management System (DDS) enhancements. For DDMS users (formerly called ECS Delivery Dispatch system integration) (option 8780=E), these enhancements are related to the new Integrator mode (option 8780 is set to I). For more information, contact Epicor Direct at 800-538-8597.  

• • Set option 8780 to “I” so that POS transactions are not sent in real time to the DDMS server as they print. Instead, they are transferred via an Eagle for Windows integrator application running on a designated PC. The integrator application displays three DDMS interface tasks, each of which can be scheduled to run automatically at designated intervals in minutes, hours, or days. The tasks can also be run manually at any time. The tasks include:

  • • Update Eagle with transactions from DDMS, causing the integrator to log onto the DDMS server to retrieve a list of shipped orders which can be batch invoiced.  

    • Update DDMS for transactions from Eagle, causing Eagle to send orders and invoices to the DDMS server.

    • Update Eagle with signatures from DDMS, causing the integrator to log onto the DDMS server to retrieve signatures of invoiced transactions.  

When you use the new integrator mode, the following new features are available in the Eagle/DDMS interface.  

1. 1. • ECS Delivery Dispatch sends the Eagle a "shipped" notification. Eagle then automatically adds the shipped order to a daily DDMS invoicing batch so that the order is automatically invoiced in end-of-day processing by RBI. RBI creates a confirmation file of the invoiced orders; this confirmation file is sent back to ECS Delivery Dispatch to mark the order as complete, which in turn releases the customer signature back to Eagle.

      • Signatures captured in ECS Delivery Dispatch are sent to Eagle and linked to the customer Order, and can be viewed in the Document Archive Viewer.

      • Delivery truck Type is a new designation at the item-level, which is entered in one of the four primary User Codes. It is a value from 1 (smallest truck) to 9 (largest truck).  The User Code position selected for the truck type is entered in option 8797 “Use Code for Delivery Tracking Truck ID.” When orders are sent to the DDMS system, the largest truck type across all items on the order is sent to DDMS to determine the minimum size delivery truck required.

      • Partial shipping and invoicing is now supported, with the ability to do a follow-up shipment(s) and invoice backordered items as they are received and shipped.

      • Voided order notification is sent to DDMS.

      • Credit orders and credit items on an order sent to DDMS are now correctly identified as items for pickup rather than items being delivered.

• Two enhancements to Post Freight in POS.

• • New option 1432 “Display Post Freight prompt automatically when invoicing.” If this option is set to Yes, the system automatically displays the Post Freight dialog when fully invoicing or partially invoicing an Order, Special Order, or Estimate regardless of whether  the transaction has a Ship Via entered. If this option is set to S, the system automatically displays the Post Freight dialog when fully invoicing or partially invoicing an Order, Special Order, or Estimate only if the transaction has a Ship Via entered. When set to No, the clerk can manually display the Post Freight dialog from the Totals Menu with the "Post Freight" option. Note: This option does not apply to PPS (Pick/Pack/Ship) when invoicing from the Shipping Confirmation menu.

  • New option 5095 “Always use zero cost for freight posted from UPS WorldShip.” If this option is set to Yes, the freight cost of the freight SKU for UPS Worldship is zero. Only freight posted with a ship-via having a Shipper System Code of '1' indicating UPS Worldship will be affected. If you consider UPS Worldship cost as an overall expense rather than a cost within transactions, set this option to Yes. For proper posting of zero cost, option 8711 "Treat IMU cost of .001 as .00 when selling item in POS" must also be set to Yes. If this option is set to No, the freight cost of the posted Freight SKU is the cost of the shipment received from UPS Worldship.

• New option 9076 “In-Store Gift Card description for receipts.” This option applies if you use both In-Store Gift Cards (ISGC) and national account gift cards. The description you enter in this option prints as the tender’s description when the consumer pays for their purchase using an ISGC. Payment with a national account gift card will continue to use the description of the Alternate Tender whose Type is set to G. For the system to properly distinguish between your ISGCs and national account gift cards, the following must be true: 1) You only have one Alternate Tender whose type is set to G for gift card, and its alternate tender description is for your national account gift card. 2) You tender all gift cards (ISGC or national account) by swiping the card on the signature pad, and never use F2 (Alternate Tender) manually for gift cards. Note: the description prints on both the customer’s original receipt and the merchant copy. When viewing or printing the Image on Eagle Release 22.1, it renders correctly; however, a reprint from QuickRecall (No Sale menu 2) and viewing the document in QuickRecall always shows the description from Alternate Tender G, even if tendered with an ISGC. This will be changed on a future release.

• Existing option 9137 "Build reverse sort name in Customer QuickAdd" has new setting A (As Entered). If you set this option to A, then when a clerk adds a customer in POS Customer QuickAdd, the customer name field is simply copied into the customer sort name field. For example, if the clerk enters the name JOHN DOE as the customer name, the sort name will be set to JOHN DOE.

Inventory Enhancements

• Dynamic Promotion enhancements:

• • Delete multiple Dynamic Promotions (DPs) at once. Simply display the DPs to be deleted, set up checkboxes in the grid, and then use the <Delete>/F10 button. Note: Only DPs that are not Active can be deleted.  

  • You can now re-use a Dynamic Promotion (DP). Simply revise the start and end dates to make them current, and manually activate the DP in Maintain Dynamic Promotions (MDP) or with the Promotion Update Report (RUP option F).      

  • Promotion Update Report (RUP option F) now displays information for Dynamic Promotions (DPs) which are activated or deactivated. RUP-F (without options E and P) prints the total number of DPs activated and deactivated. RUP with Options F, E, and P prints the total number of DPs activated and deactivated, along with additional information about the DP, including Type, Description, Promo Type, Loyalty, Coupon SKU, and Item List.

• Track outstanding Bid quantity to make more efficient buying decisions for volatile products such as lumber. If you have Create Order from Bid and/or Booking Open Quotes, new option 9472 “Display Bid Quantity in the Committed Qty hyperlink” set to Yes causes the Committed Quantity dialog in Inventory to show the new button <Bid=XX>, where XX is the outstanding bid quantity on unexpired Bids and unexpired Booking Open Quotes for that item/store. To use this feature, in Inventory Maintenance display the item/store for which you want to see the outstanding bid quantity. On the Stocking tab, click the Committed Qty hyperlink, then click the <Bid=XX> button to display the POS Order Viewer, which displays Bids and Booking Open Quotes that make up the item’s outstanding bid quantity. Note: Since the viewer shows both unexpired and expired bids and booking open quotes, you may need to sort on the Exp Date column to see the unexpired documents which make up the Bid=XX quantity.

• The following new columns have been added to the POS Order Viewer. These column are initially hidden, so you must right-click a column heading and "select columns to view" to display them.

1. • Original^Bid Qty – the original quantity on bids, also including the original quantity on a booking open quote (if you are using that feature).

   • Allocated^Bid Qty – the bid quantity, including quantity on Booking Open Quotes, which has been allocated to orders (where that quantity is now reflected in the item’s committed quantity, or units sold if invoiced).

   • Outstanding^Bid Qty – the remaining quantity on bids and Booking Open Quotes..

• Launch Purchasing & Receiving from Inventory Maintenance by clicking on the new toolbar button <MPO>. Note: You must have security bit 211 “View purchase orders” to do this.

• Easily create a label file for Progressive Promotions. If you have Progressive Promotions (option 1020 =Yes), then when RUP (F) changes the prices of items on a progressive promotion to the next price tier per the markdown schedule, it generates a bin label file to import into Label Manager. To use this feature, set new option 1423 “Generate label file from RUP for Progressive Promotions?” to Yes. For multi-store users, all stores’ progressive promotion items are in a single bin label file. The name of the label file prints on the RUP. To print the labels, go to Label Manager and click Import. For more information about printing labels from Label Manager, see the online help topic “Printing a Group of Inventory Labels.”

• Avoid advertising a price that is less than the vendor’s Minimum Advertised Price (MAP). For certain product lines, the retailer is not allowed to advertise a price that is less than the vendor’s MAP. To conform to the MAP requirement, first enter the vendor’s MAP in the item’s List Price field in Inventory. Then when setting up promotions,  use the two new report options described below.

• • The Bin Label Report (RBL) using the Promotion file now includes Print Option A “Print List Price if Promo Price is less than List.” If the promo price in the promotion file (MIP) is less than the List price, RBL prints the List price instead of the promo price.

  • The Promotion Update Report (RUP) has a new option V “Set promo price to list if promo is less than list.” If the promo price in the promotion file (MIP) is less than the List price, RUP updates the Promotion Price in Inventory and in the promotion file (MIP) with the List price.

• Generate a "restricted use" UPC for items that don't have a manufacturer’s UPC code. The purpose of this enhancement is to allow you to print bin labels with a scannable UPC code for items which have no manufacturer-assigned UPC. "Restricted use" means UPCs for use within the generating store’s environment, and that do not conflict with UPC numbers generated by manufacturers. These generated UPCs are in the range of 400000000000 to 499999999999, and are in UPC-A format. You can create them one SKU at a time in Maintain UPC Codes (MUPC), or all at once by running the Alternate Part Number report (RAP) with Report Type U “Print UPC List” and new Report Option Y “Generate and Add UPC for items that don’t have a UPC (Rpt Type U).”

Note the following:

1. • Adding a "restricted use" UPC in Inventory Maintenance (IMU) requires that you have security bit 1062.

   • Report RAP only adds a single "restricted-use UPC" for items that don’t have a UPC (or any other value set in the UPC field), and adds it with the Primary UPC field set to Y.

   • Maintain UPC Codes (MUPC) has no restriction on the number of "restricted use UPCs" that you can add, but you should only add one per item. Simply click New UPC, and the system adds the UPC, with its Primary field setting based on the way it is set in the header area.

• Style/Color/Size enhancements.

• • You can now add additional Style Members to an existing Style while in POS. The items can be either non-stocked or stocked. This enhancement helps speed up the order entry flow. When in POS using the SCS Matrix Viewer, use the new Misc Menu entry “Add additional Style Members.”

  • In the Style Summary Viewer, new selection criteria has been added for Department, Items for Store, Include All Items (all items or Style Items only), and Summary for Stores.  

  • For Generic Attribute users, all 20 attributes are now available for use in Label Manager.

  • Entering new “Attribute Values” in Maintain Attribute Values (MAV) used to require filling out all fields. Now, “Contributed Description,” “Contributed Item Number,” and “Contributed Comment” are optional fields. If you leave them blank, the system enters the “Attribute Value Description” and the “Attribute Value Code,” respectively

  • Ship Via now works with POS “Recover Transaction.” For your salespeople who work remotely and experience network issues, recover transaction (POS Misc menu option “X”) saves the transaction's “Ship Via” along with the transaction, so that you no longer have to re-add the Ship Via.

  • The “Web?” flag is now changeable through Compass. This means you can now quickly change this flag for a range of items, so that items display or don't display on the web, according to how this flag is set.

  • The Item List Maintenance Utility has a new  “Attribute Comments” column. This means you can now easily view attribute values while making item lists. The layout for these comments is changed through Options Configuration’s Go-To menu.

Purchasing & Receiving Enhancements

• Existing security bit 927 “Receiving: Ability to add items to a Defective PO” now applies not only to Mobile Receiving, but also to adding items to a Defective PO in Purchasing & Receiving (MPO). Thus, this option has been renamed “MPO & Mobile Receiving: Ability to add items to a Defective PO.” If you use the Daily Inventory Report (RDI) to create defective POs, you may want to set this bit to No so that nobody accidentally creates a defective PO manually. Note: This bit does not apply to Legacy MPO.

• New security bit 1011 “Ability to enter Rejected Quantity on a Defective PO” controls the ability to enter a Rejected Quantity on an item which is on a Defective PO. This prevents users from entering a quantity in the Rejected field by mistake, which adds the quantity back to inventory, rendering quantity on hand incorrect.

• Update Cost on Multiple Lines Simultaneously in Purchasing & Receiving (MPO). This feature only applies to status “F” purchase orders, not to purchase orders being received (status R). To use this feature, place a check mark next to the relevant lines in the posting grid, press Misc, select S–Change Cost, enter the new cost for the items indicated, and press Enter. This feature is useful when receiving like items need to be updated with the same cost.

• New option 2850 “Average Cost updated by Credit and Defective PO's.” This option determines if the Receiving Report (RRP) and RRV (for Advanced Receiving users) update the item’s average cost when finalizing Credit and Defective POs. If this option is set to Yes, Average Cost is updated on items received or adjusted on both Credit and Defective purchase orders. If this option is set to C–Credit POs Only, Average Cost updates on items received or adjusted on Credit purchase orders only--items received or adjusted on Defective purchase orders retain their current Average Cost. If this option is set to No, Average Cost does not update on items received or adjusted on Credit or Defective purchase orders.

• For Advanced Receiving users, new option 1429 “Run RRV after RVC?” Setting this option to Yes automatically runs a Receiving Documents Report (RRV) to finalize changes made to the receiving record by the RVC, immediately, helping to keep the inventory valuations in sync with the General Ledger. This RRV will run immediately after the Combine Receiving Documents (RVC) runs. RRV automatically runs with the same from/to PO number and same from/to Sequence Number as the "Append to" PO Number and Sequence Number from RVC. It runs to the same printer/channel as the RVC. Epicor recommends setting this option to Yes as a Best business practice.

Buyer’s Purchasing Enhancements

• True Value members can more easily manage Direct Ship Purchase Orders in Purchase Order Worksheet (POW). The following columns have been added to the Item Tab Grid in POW to facilitate managing Direct Ship POs:

• • QOO+QOH

  • Dept #

  • Last Receipt

  • DC Exceptions

  • Broken Pack Charge

  • Discontinued in IMU

  • Exception Level

  • Defective Policy

  • Broken Pk Qty

  • Substitute/Referral

In addition, the following read-only columns have been added to the Store Tab in Purchase Order Worksheet:

1. • DC Exceptions

   • Broken Pack Charge

   • Discontinued in IMU

   • Exception Level

   • Defective Policy

   • Broken Pk Qty

   • Substitute Referral

   • TV Tier Indicator

   • Dept #

   • QOO+QOH

   • Last Sale

   • Last Receipt

Accounts Receivable Enhancements

• Conveniently view "Customer Type” in the Customer Viewer. The new Customer Type column is initially hidden, so you must right-click a column heading and "select columns to view" to display it. This column displays the value of the Customer Type field in Customer Maintenance > Misc tab > Additional Flags dialog.     

• For Open Item accounts, ROA now correctly updates aging when unapplied payments or credits are applied. Any payments (or unapplied credits) that are applied to an invoice in ROA now reduce the same aging bucket as the applied-to invoice. This  feature works in reverse for the deletion of applied payments (or credits) in ROA. As a result of this enhancement, you no longer need to run an RAG-F to correct the aging after applying unapplied payments or credits.

Note: In order for the system to properly age unapplied payments and credits, it is imperative that your end of month Aging Report (RAG) is run with Update Option H “Update Credit History” as well as F. This is so that the RAG Closing Date is recorded to the Payment tab’s Last Occurred date. Doing so gives ROA the last close date to use in determining the date ranges for each aging bucket in Customer Maintenance, which it must know in order to deduct the applied payments and credits from the correct aging bucket, based on the Due Date of the applied-to invoice.

Accounts Payable/General Ledger Enhancements

• You can now pass off the tax amount on transfers to the General Ledger. This feature was designed for Canadian users who have both a wholesale distribution and retail store combined on one system and are thus subject to a “Harmonized” sales tax liability on merchandise transferred or sold from a wholesale distributer to a retail store. Option 580 “ROO to G/L Passoff” must be set to Yes, and ROO Option Z (Pass Complete Transfers to G/L) must be in a daily queue. To set up this passoff, the transfer customer must have both the Charge Allowed field and the Taxable field set to Yes in Customer Maintenance (MCR). Create a tax code in Maintain Tax Codes (MTX) specifically for transfer tax, as a way to separate tax liabilities for reporting purposes. The tax code for the "From" store should be assigned to the transfer customers in MCR. The transfer also considers the tax code that is tied to a specific item rather than the tax code assigned in Customer Maintenance. The tax amount is recorded in the transfer’s "From" store when the Transfer is Shipped.

If new option 1413 “Allow transfer tax passoff for both 'From' and 'To' Store?” is set to Yes, then on a Transfer marked as Shipped, the system passes off the credit to sales tax to the GL account specified in General Ledger Setup (GLSET) in the "Store–Transfer Tax Account" field for the ‘From’ Store. On a Completed transfer, if option 1413 is set to Yes, it also passes off a debit to sales tax in the ‘To’ store to GLSET’s "Store – Transfer Tax Account" for the ‘To’ Store, and increases the liability to the GLSET’s "Store–Tran A/P" GL account. The tax amount is still calculated based on the percentage within the tax code used on the Transfer. This allows the system to calculate the tax amount based on one tax code, but pass the tax amount to a GL account designated for transfer tax.

• You can now control if an Accounts Payable clerk can create a pre-paid voucher and/or print a pre-paid voucher in ATMU, for other than the store’s main bank code. This allows you to control who can create and/or print a pre-paid voucher for another checking account, other than the store’s default checking account.

1. • To set up this feature, enter each Store’s main bank code in option 1414 “Store A/P Bank Code.”

   • Also set new security bit 1055 “Allow use of all A/P bank codes” to No so that a clerk can only create/print a pre-paid voucher using the bank code entered in the store’s option 1414.  A clerk with bit 1055 set to Yes or if option 1414 is blank, can create a pre-paid voucher for any bank code in ATMU.  

• When changing a temporary voucher to a regular voucher, the system can now set the voucher date to today’s date. Set new option 1411 “Date to use when changing a Temp to a Regular voucher in ATMU” to C "Use today’s date" to set the Voucher Date to today’s date when changing a temporary voucher from Type T to Type R in New A/P Transactions (ATMU). The system automatically changes the Voucher date to today’s date upon pressing Change in ATMU.

• You can now prevent Accounts Payable Passoff (APP) from creating an AP voucher if you already created and posted a manual voucher before receipt of the PO. Simply enter the PO number in the manual voucher’s "PO Number" field and enter “PREPAID” in the first seven characters of the Voucher Reference. Once the PO has been received when APP runs, the system looks for any posted AP transaction for the PO’s vendor. If one is found where its PO Number matches the PO Number that was received, and the first seven characters of the Voucher Reference are “PREPAID,” then APP will not create an AP voucher for that PO.  

• The AP Remittance Note has been added to the Posted A/P Transactions Viewer (AVIQ) as an available column. This Remittance note can be maintained and viewed in the following applications: Purchasing and Receiving (MPO) by selecting Misc, then select option N; Modify Receiving Documents (MRV) – by selecting Misc, then selecting option N; or in A/P Invoice Maintenance and Payment (APMU), in the AP Remittance Note Column, by clicking the cell hyperlink.

• The new hyperlink Recalc Running Balance has been added to Recurring Journal Entries (GSJU). At any given time when there are new, changed, or deleted entries in GSJU, you can click the "Recalc Running Balance" hyperlink to force the update of the running balance prior to posting the entries. This feature is useful for situations where you have multiple users adding, changing, and/or deleting transactions from GSJU, and the Running Balance is not in sync with the transactions present in the grid. The Recalc Running Balance hyperlink is to help force the update of the Running Balance that would otherwise prevent you from being able to post the transactions.

Telecommunications/National Account Enhancements

• "The Supply Place" for Ace Retailers. TheSupplyPlace.com is a centralized E-commerce tool designed for Ace Retailers and focused on the business customer.  The website is a way for Ace Retailers to capture and manage online transactions for their business customer's purchases. Specific program information may be found through the Ace retailer website Acenet, but some of the retailer benefits of TheSupplyPlace.com are:

• • Ability to cater to business customer needs

  • Integration with existing Epicor Eagle functions

  • Extension of brick & mortar storefront with turnkey website 'TheSupplyPlace.com'

  • Customized pricing determined by the retailer with account level discount control

  • Online product catalog that provides combined visibility to the store product and RSC product assortment.

Level 22.1 and TFP are both required to participate in "The Supply Place" program. TheSupplyPlace.com is exclusive to Ace and controlled by MSY-protected option 1320 "The Supply Place for Ace Hardware B2B on System."  For more information, contact your Ace representative or check out Acenet for all program requirements.

• Ace Electronic File Maintenance (EFM) now changes the item’s Order Multiple (OM) and Standard Pack (SP) only when Ace makes a change to those fields. Ace hotsheet processing (EFM) has been modified so that the OM and SP of items that exist in Inventory Maintenance (IMU) are only updated if Ace has made a change to one of those fields. This helps prevent the fields from being changed every time a hotsheet record is processed, even if there were no OM or SP changes.

Miscellaneous Enhancements

• New utility for switching from using "Sells With" to using "Special Fee Codes." Use the new Osprey utility RELITMUT ("Sells with" Utility) to switch to using Special Fee Codes, which are easier to set up and assign to the parent SKU than Sells With. This utility deletes the Sells With SKU you enter from all parent SKUs to which it is currently assigned, and enters the Special Fee Code you enter in its place.

• Maintenance for Stores, Users, or Terminals in Options Configuration is now just a click away.  In Options Configuration, there are now hyperlinks so that you can quickly and easily launch store, user, or terminal maintenance (Add/Delete/Change Store, Add/Delete/Change User, or Add/Delete/Copy Terminal).

• New Options by Domain Viewer (VIEWDOM). This new viewer has been added to the Options Configuration Menu, and allows you to view and/or synchronize how a given option is set across the given domain. An Eagle domain is either by Store, by Terminal, or by User. For example, this viewer allows you to see how a store-specific option is set across multiple stores. This viewer also compares how this option is set across the selected domain to determine if the option is the same or not, and to allow the user to filter out any option that differs. You can also synchronize an option across the given domain. Note: This viewer only permits displaying up to 50 stores, terminals, or users at one time.

• Easily and efficiently copy store-specific options from one store to another. When setting up a store on the Eagle system, store-specific options will likely be set the same way as other stores on the system, but some store-specific options must be unique from store to store. For this reason, the Synchronize Store feature excludes certain store-specific options when it synchronizes. Excluded are some options from the Store Record (MSR), Invoicing Constants (MIV), MLC, and iNet. To execute the Synchronize Store feature, in Options Configuration simply click Menu and select W-“Synchronize Store,” and then follow the steps in the dialog boxes that display.

Pharmacy Enhancements

• The “Pharmacy Menu” is now available to all PMS interfaces. The interface to the McKesson PharmaServ pharmacy management system, that displays when you press No Sale Menu and select W, is now supported.

• You can now store health cards in the stored customer credit card file, and use them in POS.

• The QS-1 interface now supports the ability to add an RX item off-line without needing to enter a prescription refill number.

• The prompt for the customer’s Birth Date, which displays when selling a minimum age item (like alcohol and tobacco), now supports scanning the back of the customer’s driver’s license to obtain their birth date.

• New security bit 1053 “Ability to delete pharmacy Prescription Record Management records” controls the ability to delete a ‘Filled’ status prescription record in the Prescription record Management Viewer (RXV).  Note:  Access to RXV requires security bit 991 "Access to view the Prescription Record Viewer."

Compass 11 Enhancements

• Pricing Planner Enhancements

• Pricing Rules can now be edited. Previously, you had to delete and re-add a rule to make changes to it.

• • A new rule can now be created and saved using the name of an existing rule

  • Pricing Strategies can now be changed on any existing Rules

  • Item Sets configured in Manage Plans can be changed on existing Rules

• Pricing Plans now have a new setting to define the minimum allowable percentage change in New Retail to update the Price Change file (IPC). This allows you to prevent very small price changes from being updated in Eagle, thereby eliminating the cost for new bin tags and labor to process these insignificant changes.

• • Pricing Plan Analysis grids now default to displaying the following:

• 1. • Filters available on all fields

     • Count on the Item Number

     • Filter applied to show only items that are changing

• • Pricing Plan Analysis grids now include Department, Class, Fineline, and Vendor (initially hidden)

• Two new adjustment types have been added:

• • Increase Desired GP%: This allows you to increase the current Desired Gross Profit Percent (GP%) by a specified amount, and use the new value to calculate the New Retail.  (*Note that the Desired GP% does not change upon update to Item Price Change [IPC]).

  • Decrease Desired GP%: This allows you to decrease the current Desired GP% by a specified amount, and use the new value to calculate the New Retail.  (*Note that the Desired GP% does not change upon update to Item Price Change [IPC]).

• Full support for zone or regional pricing in Ace and True Value catalogs.

• Loyalty Manager enhancements.

• • Loyalty Plans now support a Maximum Allowed Balance for a Plan. When set, the plan does not allow a customer’s balance to exceed the set amount.

  • Department, Class, and Fineline have been added to the Lookup area on the Market Basket by Promotion. This allows a user to view the promotional activity for category subsets of a promotion.

• Compass Analytics enhancement. The Save and Open dialogs now contain a search box for easier retrieval of existing saved queries, pages, and layouts.

New Security Bits

• Bit 999 “Ability to Export from Viewers/Grids” controls the ability to use the export capabilities of viewers and grids. This bit defaults to Yes to preserve current functionality. When this bit is set to No, the user cannot export data from the grid using 1) the vertical toolbar's export icon, 2) the right-click Control Panel's choices for export to spreadsheet, 3) export to CSV file, 4) export to HTML file, or 5)export to file. If you want to use this bit, you must set option 1426 “Do you want to use bit 999 to enforce exporting from viewers/grids?” to Yes.  

• Bit 1010 “(manager override bit) Allow posting of pseudoephedrine item to a POS transaction”

• Bit 1011 “Ability to enter Rejected Quantity on a Defective PO”

• Bit 1012 “Ability to view all customer's transactions and information”

• Bit 1051 “Access PO Lifecycle Viewers (VIEWPE, VIEWPED, VIEWPEC, and VIEWPEI)”

• Bit 1054 “Ability to Change WMS Rec'd and WMS Manifest Qty in the PO Detail Viewer”

• Bit 1055 “Allow use of all A/P bank codes”

• Bit 1059 “Ability to change Ace-provided Class or Fineline to blank”

• Bit 1060 “Allow access to Truckload Builder in the Purchase Order Worksheet”

• Bit 1061 “Ability to recreate a PO from a lifecycle event”

• Bit 1062 “Ability to generate ‘restricted use’ UPCs in Maintain UPC Codes”