What's New on Release 24

Welcome to Eagle Release 24 (server Level 36). 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.

Eagle N Series

POS Enhancements

Inventory Enhancements

Purchasing and Receiving Enhancements

Accounts Receivable Enhancements

Accounts Payable/General Ledger Enhancements

Advanced Receiving Enhancements

Telecommunications/National Account Enhancements

Miscellaneous Enhancements

Security Enhancements

Eagle N Series

POS Enhancements

    1. The latest POS 2.0 Touch Panel Control is located on the Eagle client CD. The file is named touchpanel.msi and is located at the root level. Note: POS Touch stations typically do not have CD drives, so you must either place the touch panel control file on a network shared folder/CD drive, or copy it over to the POS Touch station. Save the POS 2.0 Touch Panel Control file in the C:\3apps\temp folder on the POS Touch station.   

    2. Double-click the touchpanel.msi icon to begin the installation. When the Epicor Eagle POS Touch Interface Control window displays, click the box to accept the terms in the License Agreement, and then click Install.

    3. From the window displaying the status of the Eagle POS Touch Interface installation, click Finish when the installation completes.

Before you set option 1468 to Yes, you must first configure the option equivalents of the preferences you have defined at your POS stations. At a POS station where you create special orders, create a print screen of the Tools/Options Deposit & Special Order tabs. Now go into Options Configuration, and using the settings from these tabs, configure the equivalent options listed below:

For Orders (these also apply to Service Orders):

      • 1470 - Order Deposit Calculation - 1st range's order total cutoff
      • 1471 - Order Deposit Calculation - 1st range's deposit percentage
      • 1472 - Order Deposit Calculation - 2nd range's order total Cutoff
      • 1473 - Order Deposit Calculation - 2nd range's deposit percentage
      • 1474 - Order Deposit Calculation - highest range's deposit percentage
      • 1475 - Order Deposit Calculation - Minimum Deposit Amount
      • 9364 - Calculate Deposits on Orders for which type of customers?
      • 1476 - Allow Order Deposit to be paid by Bankcard?
      • 1477 - Allow Order Deposit to be paid by Charge?

For Special Orders:

      • 1480 - S/O Deposit Calculation - 1st range's order total cutoff
      • 1481 - S/O Deposit Calculation - 1st range's deposit percentage
      • 1482 - S/O Deposit Calculation - 2nd range's order total Cutoff
      • 1483 - S/O Deposit Calculation - 2nd range's deposit percentage
      • 1484 - S/O Deposit Calculation - highest range's deposit percentage
      • 1485 - S/O Deposit Calculation - Minimum Deposit Amount
      • 1469 - Calculate Deposits on Special Orders for which type of customers?
      • 1486 - Allow Special Order Deposit to be paid by Bankcard?
      • 1487 - Allow Special Order Deposit to be paid by Charge?

For both Orders and Special Orders:

Note the following:

Note: Multiple deposits on an order can’t be aged as separate deposits because the data doesn’t track them separately. Aging is per the first deposit taken on the order, and the amount remaining is after all deposit activity for that order has been applied.

Windows Inventory Enhancements

Note: If desired, the system can prompt you to delete the batches that were printed or loaded to the Label Manager grid. New option 5824 “Label Manager - Prompt user to delete label batches after <Import>.” Set this option to Y to be prompted to delete the label batches with the answer defaulted to Yes, or set it to X to be prompted to delete the label batches with the answer defaulted to No. You can also set this option to N to not be prompted to delete the label batches.

Windows Purchasing & Receiving Enhancements

Note: If you use option S, you must also use Update Prices option P “Update Retails in PO Based on Landed Cost” or Q “Update Retails in PO Based on Landed Cost (Preserve Highest Retail),” and you cannot use option F. Additionally, option 105 in Options Configuration must be set to X or Y, but you do not have to enter Freight and/or Other Charges to recalculate a new retail, since it will be calculated from the projected new average cost and desired gross profit. Multi-store users with option 118 "Keep Prices the Same in All Stores?" set to Yes can only create price changes for new retails from Store 1 purchase orders.

How to Use:  

    1. In Purchasing and Receiving, receive a PO by Receive All or Receive Only method, adjusting any receipt quantity and cost on any or all of the line items.
    2. Go back to the PO Header and enter any Freight or Other Charges (optional).
    3. Run RRP for the PO with only option P or Q, as well as option S.
    4. If any landed cost changes resulted in a retail increase or decrease when recalculated against the current desired gross profit percent, a price change record for the item is created in IPC. RRP also reports any retail price changes.
    5. Run RRP again with option F to finalize the PO and to update Inventory Maintenance. This only updates quantities and cost.
    6. Any price changes are updated in Inventory Maintenance only when you run the Price Change Report (RPC) with option F.

Windows Accounts Receivable Enhancements

Installing Release 24 copies all of the email addresses in Note types 10 and 11 into Contacts. Notice that Note Type 10 and 11still exist, and that the system automatically adds them, changes them, and deletes them as you make changes to a Contact. However, Note Type 10 and 11 are now display-only. When statements or invoices are emailed, the system still uses the emails in Note Type 10 and 11, but you now only enter them in Contacts, and the system takes care of keeping them in sync.

The Statements field on the Contact’s Add and Change dialogs replaces the step of manually adding the contact’s email address to that account/job’s Note Type 10. If the account’s Misc menu ‘E-mail Statement field is X or Y, and you want the contact to be emailed A/R statements, enter their email address and set the Statements flag to Y.  

The Invoices field on the Contact’s Add and Change dialogs replaces the step of manually adding the contact’s email address to that account/job’s Note Type 11.  Use these guidelines for setting this field:

There are two new fields in Contacts: “Primary Contact” with choices of Y and N. The contact you mark as Primary (Y) will be the first to display in the user-interface where the system shows the customer’s contacts. The second field is “Opt Out” with choices of Y and N, which is used in filtering contacts when creating an email or call list.   

 Customer QuickAdd had some related changes::

The Customer Contacts Viewer as two new lookups: 1) Customer From/Thru, which you can use to create a calling, mailing, or emailing list – you can filter for Y in Opt Out to exclude customers who do not want to be contacted, and 2) Email, so that if you want to find the accounts with a particular email address, you can enter just the first part of an email address, and the system finds the relevant accounts.

Accounts Payable/General Ledger Enhancements

Advanced Receiving Enhancements

Method 1 - If you want to ensure that the RV Document does not finalize unless AP Invoice information is entered, set option 8412 to Yes. Any changes to the RV document will not update Inventory Maintenance nor AP and GL unless the AP Invoice information is received and entered in the MRV AP Invoice window. RRV with option F can be run to finalize the RV Document individually or across all RV Documents that have AP Invoice information entered.

Method 2 - If you want to be able to selectively finalize RV documents regardless of whether AP Invoice Information is entered, set new option 8412 to No. You can finalize an RV Document without AP Invoice information individually or by selective batch. This allows any changes to cost and quantity to update Inventory Maintenance as well as update AP and GL without requiring AP Invoice information. As you are working through your receipts, if you don’t want to finalize the RV Document, simply keep the receipt’s Batch field set to No until it is ready to be finalized.  

You can also use a combination of Method 1 and Method 2 - If option 8412 is set to Yes, once the AP Invoice information is entered in the RV Document, you can decide whether to finalize by Batch. RRV with option F can be queued to finalize only RV Documents that are ‘Ready to process by batch.’ Only RV Documents with AP Invoice information entered and have the Batch field set to Yes will be finalized. Requiring both adds additional complexity to the AP process, but also allows for additional checks and balances to ensure accuracy before the RV Document is finalized.

How to Use: After setting option 8412 to Yes, you can make changes to an RV document to add freight or other charges or to change quantity and/or cost, but the RRV-F will not update Inventory nor create the voucher in AP until the Vendor Ref Number, Invoice Date, and Terms Code are populated in the MRV AP Invoice window.

You can leave some RV documents ‘In Progress’ without the AP invoice information entered. An RRV-F in an end-of-day queue with the 'Allow Multiple PO/Date Range Update’ field set to Y and no from/to’s, will only finalize those receipts which have the AP invoice information entered (Vendor Ref Number, Invoice Date, and Terms Code filled in).  

Any RV document that does not have the required AP information populated will not be finalized and will be recorded in the Misc Log in SHOWLOG.

N – Do not process by batch

Y – Ready to process by batch

Once the clerk is done updating a receiving document in MRV and feels the document is ready to be finalized, they will set the Batch flag to Y ‘Ready to process by batch.’

When RRV-F is run with the new choice B “Only allow update of POs marked ‘Ready to process by batch,’ RRV-F will finalize only the receiving documents with their Batch field set to Y (ready to process).  

Additional notes about using RRV-F with B “Only allow update of POs marked ‘Ready to process by batch’”:  

      • If Option 8412 is set to Yes, a receiving document with Batch set to Yes which does not have the AP Invoice information entered (Vendor Ref Number, Invoice Date and Terms Code are not all filled in) will do no updating to inventory or AP.
      • If Option 8412 is set to No, a receiving document with Batch set to Yes which does not have all of the AP Invoice information entered will finalize, updating the inventory information and creating a T-type AP Voucher.   

 How to Use:

      1. Open MRV and display a receipt.
      2. Make any necessary modifications to Invoice Total, Received Amount, Freight, and/or AP Invoice information.
      3. Click the Batch hyperlink located in header area of the receiving document, and select Y ‘Ready to process by batch.’
      4. Repeat steps 1 thru 3 for each receiving document.
      5. When ready, open RRV.
      6. In Update Options, select F – Finalize PO Receipts.
      7. On the From/To page, in the Allow Multiple PO/Date Range Update field, select B ‘Only allow update of POs marked Ready to process by batch.’
      8. Make sure that the PO Number, PO No-Seq, PO Rcpt Date, and Vendor From and To fields are blank.
      9. If multi-store, make sure that the Rcpt’s for Store and Items For Store fields are blank to include all stores.
      10. Press Run. Only the receiving documents that have the new Batch field set to Y will finalize. Any ‘In Progress’ RV documents with the Batch field set to No remain ‘In Progress’.

RRV with the new ‘Allow Multiple PO/Date Range Update’ set to B can be run without selecting option F. It will only report on RV Documents with the new Batch flag set to Yes, but will not finalize them.

Limitations:  New RV sessions will still need to be finalized individually to close the session in order to create a new session. The last session that will mark the sessions as ‘Complete’ can have the Batch flag set to Y.

Telecommunications/National Account Enhancements

Discontinued flag

Store Closeout flag

Location

Retail

QOH

QOO

Keep Prices flag

Keep Stock flag

Date of Last Sale

UPC code

Item added to system

Item deleted from system

Miscellaneous Enhancements

The following is the "before" behavior where the following bits controlled two different abilities:

The following is the "after" behavior of these existing bits, and their descriptions have been updated to reflect that they now only control the one ability:  

The following is the "after" behavior with the addition of these new bits to control the Accounts Payable abilities previously controlled by bits 414, and 420-423:

Note: Prior to the upgrade to Release 24, if a user or role has the existing security bits set to Yes, the user or role will have the existing and new security bits set to Yes after upgrading to Release 24.

New/Changed Security Bits