What's New on Release 15 What's New on Release 15
With Blanket Orders, your customer commits to purchasing a large quantity of an item over an extended period of time. This allows your customer to get pricing based on a large quantity commitment, yet be able to take delivery of the item based on time frames that match their project needs. In Order Entry, a blanket order allows you to enter a SKU and have it post multiple times based on quantity and delivery date criteria that you enter. This method is faster than manually posting each item to the order. You can also set up various options to determine if and when committed stock with a future delivery date is considered to be a current committed quantity. Then when you view committed quantity or run a suggested order, the quantity will be a realistic amount and not overstated or understated.
The Direct Ship feature allows you to indicate, at both the transaction level and item level, which items will be shipped directly from the supplier to the end-customer. Direct ship items are typically non-stocked, out-of-stock, or insufficiently stocked, though in-stock items may be sold as direct ship because of a future delivery date or for shipping reasons (for example, the supplier may be geographically closer to the end-customer). Items that are marked as direct ship remain on the order in Order Entry, and a purchase order(s) may be generated to order the items. When the items are received with report RRP option F, you post the open purchase order(s). At that time, an alert is generated to indicate the direct ship items have been received, and the order is ready to be invoiced. If you use General Ledger, sales and COGS are passed off to Direct Ship accounts that you define by entering a department code in the option entitled "Department used to maintain Direct Ship accounts" (ID# 5350).
A Tax Override Plan is a new method of telling the system to use a tax code other than the default tax code that would normally be used for an item. When a customer purchases an item at Order Entry/POS, the system follows a logic process to determine the tax code to use for an item. If the logic process calls for checking the customer record and the customer has a Tax Override Plan, then the system checks the plan to see if the item is included in the plan. If it is, then the system uses the tax code from the plan. When creating a Tax Override Plan, you can use existing tax codes or set up new ones. Then you'll set up Tax Override Plans that link a tax code with individual SKUs or categories of items, and finally you'll link the plan to the appropriate customer account in Customer Maintenance (MCR).
The Tax Code dropdown in the Tax Code Maintenance window now supports the ability to lookup the code by the tax codes Location (description) field. Simply type an equal sign (=) to put the tax code dropdown in lookup by location mode. This helps to easily find the necessary tax code when you have numerous tax codes.
You can now automatically email or fax orders, special orders, and estimates. The automatic email and fax feature is controlled at the customer level by settings in Customer Maintenance. Emailing requires Document Management and iNet; Faxing requires Document Management and Enhanced Fax. If you use Pick/Pack/Ship, you can also set up customers to receive their invoices emailed/faxed when you batch invoice.
When placing a BOM on an order or special order, if the quantity necessary for a component is not available (insufficient stock or a non-stock item), you can automatically place the component on the Buyers List. This feature is controlled by the new option Automatically place backordered Bill of Materials components on the Buyer's List (ID# 5160). Set this option to B if you want backordered components on all BOMs go to the Buyers List, or set to Y if you want only backordered components on changeable BOMs go to the Buyers List (A BOM is changeable if its Allow changes at POS flag has a checkmark).
In Order Entry or POS, when you insert subtotals in quotes and orders, you can now add your own caption (description) that will print along with the subtotal. In Order Entry/POS, simply press Menu while your cursor is in the Item (SKU) field, and select 7-Insert Group Subtotal. Enter a caption for the subtotal in the box that displays, and press Enter. The subtotals and your captions will print on the quote or order.
In Order Entry or POS, you can now select items for reprice by Manufacturer or Primary Vendor.
If you use Flex Forms, you can now use pre-printed forms that have their own column headings and column lines. Additionally, Flex forms now supports dot matrix printers.
For Pick/Pack/Ship users, printing pick tickets for received backorders is even easier. Use the new selection, POS Open Orders/Pick Tickets (ROO), available by selecting option J from the Reports Menu in Purchasing and Receiving. Option J automatically presets ROO with the following criteria: Transaction Type is set to O (Orders), Option P (Release orders for picking) is selected, the From Date Created is set to blank, and the To Date Created is set to yesterday.
The new Eagle Alert, Item Added to Buyers List, informs you that an item has been added to the Buyer's List. To implement this alert, set the option "Record Item Added to Buyers List alerts" (ID# 3325) to Yes in Options Configuration. Note: The system generates this alert as soon as an item is posted to an order that has the Vendor field set to "Buyer." Any subsequent actions such as deleting that item from the order, clicking void to abort changes after recalling an order, or deleting the entire order, will NOT undo an "Item Added to Buyer's List" alert that has already been generated.
The new option Default days for Buyers List Cutoff Date (ID# 8100) allows you to determine a default cutoff date for adding items to the Buyers List. This option defaults to 7. The Cutoff Date is the oldest Order Creation Date items can have and still appear on the Buyers List. Items with a Creation Date prior to this date will not appear on the Buyers List.
For convenient item lookup, you can now display the Inventory Viewer from the Buyer's List window. Simply click View Inv (F11).
For convenient access to various information about items in the Buyer's List, there is now a Go To button on the Buyer's List toolbar, from which you can view item sales history, item purchase history, open POS documents, POS Order Details (only available to Pick/Pack/Ship / Customer Order Management users), QuickRecall documents, purchase orders, and vendors.
(Pick/Pack/Ship / Customer Order Management users only) You can display the Available to Promise menu for the item currently selected in the grid by simply clicking the new Addtl Info hyperlink to the right of the Cutoff Date field.
You can now access the Buyer's List directly from the Eagle Browser by typing BUYER in the launch bar.
In the Purchasing and Receiving window, you can prevent users from viewing the cost and retail fields in the posting area and grid, and prevent them from viewing the P.O.s total cost on the header or posting screen. Simply set the new security bit "Ability to view/change cost or retail in WinMPO" (bit #734) to No for the users who should not see this information. This bit applies when both creating and receiving a P.O.
"Include back order items on invoices" (ID# 8200). If you set this option to Yes, line items on an order that are completely backordered or partially backordered will print on the invoice. Line items not on backorder that have been picked or shipped and belong to a version not being invoiced will also print; however, no extensions for these line items will be shown so that the invoice clearly shows totals only for the items being invoiced. If you set this option to No, only line items that are partially backordered print along with the invoiced line items. Line items that were completely backordered, or line items with a shipped or picked status belonging to another version, will not print.
"Prompt for backorder when reducing the quantity on order or s/o" (ID# 5158). This option only applies if both "MTR Display Backorder Prompt (ID# 110) and "MTR Display Qty NA Warning Message" (ID# 190) are set to Yes. This option governs whether you're prompted to backorder the difference when reducing the quantity of an existing item on an Order. Set this option to A if you always want to be prompted to backorder, or set to P if you only want to be prompted to backorder when the item's status is "picked" or "shipped." If you don’t use Pick/Pack/Ship, and you never want to be prompted to backorder, set this option to P.
"Print Ship Via on Laser Receiver (RRP) for special order items" (ID# 2847) This option only applies when the option "Use Ship Via's in Order Entry" is set to Yes. If you set this option to Yes, if the item is a special order item with a "ship via" such as "UPS Ground" or "Will Call," then the ship via will print as a comment in the description area of the Receiving Report (Laser Receiver format only). If the location was overridden during order posting or during receiving with the "Set Will Call Location" function, then the item's new location will print alongside the ship via.
You can now enter a Specific Price you want to charge for an MSU, instead of having to enter a Price Factor to calculate the units price. The price you enter in the Specific Price field is divided by the selling units Quantity Factor to derive the stocking units price, which is used to post the item.
New Options to Determine How MSU Price Works with Best Price
The new option "MSU specific price is always the Best Price" (ID# 5009) is used to determine if a specific price entered in MSU should always be used, or if it should only be used when it is less than the customers best price. Another new option, "Apply MSU discount to customer best price that is less than retail" (ID# 5008) determines if an MSU price factor that is less than 1 (a discount) should or should not always be applied to the customer's best price even if that price is less than retail.
Bank Card numbers (including credit, debit, and gift cards) are now masked in the totals display of QuickRecall if the option "Mask Credit Card Number on Customer Receipt?" (ID# 1140) is set to B (both customer and store receipt). If you want certain users to be able to view bank card numbers in Quick Recall, assign them the new security bit 757 "Ability to view bankcard number in QuickRecall." This bit allows them to use new Misc menu option 5-View Bankcard Number in Quick Recall.
You can now set up the system to automatically activate a gift card when it is sold. This feature will virtually eliminate problems like activating a gift card but forgetting to sell it, selling a gift card but forgetting to activate it, or activating a gift card for the wrong amount. Automatic activation is controlled by the new option "Force Gift/Cash Card activation" (ID# 5980) in Options Configuration. A summary of the setup required to implement automatic activation includes: 1) Flag the SKU(s) used to sell gift cards as Gift Card SKUs in Inventory Maintenance, in the Code tabs Additional Codes Flags, 2) Set security bit 669 to No for clerks so they can no longer manually activate a card, 3) Set the new security bit 758 "(MO)Gift/Cash Card - ability to cancel out of gift card activation" to No, except for managers, and 4) set the new Alert option "Record Gift Card Activation Aborted alert" (ID# 5982) to Yes in Options Configuration.
If your system is running ProtoBase version 3.04 or higher, and you are using the Global network, you can now do a balance inquiry on Ace Gift Cards. Simply click Balance from the Gift Card Payment dialog box, and follow the prompts.
The Customer Viewer's display window has a new field "Main Account/Jobs Balance" that shows the overall running balance of the main account plus all of its jobs. You access the display window by clicking Display in the Customer Viewer.
You can now automatically email or fax orders, special orders, and estimates. The automatic email and fax feature is controlled at the customer level by settings in Customer Maintenance. Emailing requires Document Management and iNet; Faxing requires Document Management and Enhanced Fax. If you use Pick/Pack/Ship, you can also set up customers to receive their invoices emailed/faxed when you batch invoice.
In the POS Order Viewer, there are three new lookup types for looking up transactions: O & S=Orders & Special Orders, b=Blanket Orders, and d='Direct Ship Orders.
"Item Added to Buyers List." This alert is recorded whenever an item is added to the Buyers List. The new option "Record Item Added to Buyers List alerts" (ID# 3325) in Options Configuration controls whether or not this alert is recorded. Who receives this type of alert is enabled in the relevant users Alert User Profile.
"Direct Ship needs to be invoiced." This alert is recorded whenever an invoice for a direct ship item has been received and therefore the customer can be invoiced. The new option "Record Direct Ship needs to be invoiced alerts" (ID# 3327) in Options Configuration controls whether or not this alert is recorded. Who receives this type of alert is enabled in the relevant users Alert User Profile. This alert is written by the Receiving Report (RRP) Option F.
The new Hourly Sales Report shows you each hour the store was opened, the number of transactions (invoices and credits) that occurred, the percentage of transactions that occurred during each hour, and the percentage of sales that occurred each hour. It also shows net sales, cost of goods sold, margin, the amount of accounts receivable transactions, the amount of all other tender amounts, and the net sales per customer. This report can only be run for one store at a time (no consolidated format). It can be run for a specific date or a range of dates, or you can specify a list of specific dates. Security bit 762 is required to run this report.
The QuickRecall Viewer can now display actual GP% at the item level. This new column will be labeled Item GP% (to distinguish it from Transaction GP%). You can also view actual GP% in the Document Viewer (by pressing Display on a QuickRecall transaction); in the Document Viewer this new column is labeled Actual GP%. The option "Display Running GP%" (ID# 220) must be set to Yes in Options Configuration to view actual GP% in both viewers.
Multistore users can now reprice Transfers that are status R (request). Simply press F3 (Reprice) from the POS Header screen.
There are two new types of quantity breaks: type J, Family break quantity/matrix, and type K, Family break dollars/matrix. These new quantity break types are the same as the current types F (Family quantity break based on accumulated quantity) and H (Family quantity break based on accumulated retail dollars) respectively, except rather than entering a percent off of retail in the Break field, you simply enter a value of 1, 2, 3, 4, or 5 to indicate which matrix level to use. As with types F and H, in the Quantity field you specify the minimum total quantity required or minimum total dollar amount required to receive that price break.
When you view quantity break prices in Inventory Maintenance or POS for Windows, there is now an indicator of "F" that displays to inform you when a quantity break is a "family" quantity break. For example, if an item in Inventory Maintenance is coded with a quantity break that is type J, K, F or H, then when you use Misc menu option 1 " Display Qty break and promotion pricing", an indicator (F) is placed beside the title " Quantity Break Information" to indicate that this is family break pricing. In POS for Windows, if you press Display, the section showing the quantity break prices will show the indicator of (F) beside the title "Quantity Break" to indicate this is family break pricing.
When you override the price of a Bill of Materials (BOM) header at POS, the system can now prorate the change in price across all components in the BOM. Clerks must have the new security bit 766 Allow price override on Bill of Material Header in BOM Posting to be able to manually override a BOM header price. Also, the new option "Include Special Records in Bill of Material Price Override" (ID# 5392) lets you determine whether or not items marked as special records in Inventory Maintenance are eligible to have their prices prorated when doing a BOM price override in POS.
You know that gaining greater efficiency can translate into higher profits, and often, seemingly minor changes can make a major impact. Take advantage of the following new or modified POS options in Options Configuration, and see the big impact of these small changes.
The existing option, "POS timeout (seconds) for automatic return to Clerk" (ID# 5421), now controls the timing out of any of the following three messages when left pending on a clerk's POS Totals screen: "Change Due," "Do you want to print an invoice,?" and "This transaction has been assigned document #." These three messages will automatically time out regardless of how the option "Return to Clerk?" (ID# 340) is set. As long as this option is set to a number greater than 0, these messages will time out and allow the transaction to complete.
New option "Backorder Pick Tickets print on the terminals Order printer" (ID# 5152). When you invoice an order that has backordered items, both an invoice and a backorder pick ticket print. If you want the backorder pick ticket to print on the same printer as the order, set this option to Yes. If you want the backorder pick ticket to print on the same printer as the invoice, then set this Option to No. Note: This Option requires Network Printing and is relevant only when printing to different printers based upon the transaction type.
New option "Department used to maintain Buyout account" (ID# 5352). This option is for Buyout users only. If you want sales, cost of goods sold (COGS), and purchases data from buyout items to be attributed to one department, regardless of the actual department of the item sold, enter the department number in this option. Other setup steps are involved to update a single department with buyout item information; see the online help topic "Buyouts: Setting Up to Update a Single Department" for complete setup instructions.
New option "What does security bit 543 = No mean?" (ID# 5159). This option only applies to clerks that have security bit 543 (the ability to change the cost of an item) set to No. If you want your Order Entry/POS clerks to be able to change the cost of an item only on special order transactions, set this Option to 1 and set security bit 543 to No. If you want your Order Entry/POS clerk to be able to change the cost of an item only if that item is a non-stock, set this Option to 2 and set security bit 543 to No. A non-stock item is either a NIF (not in file) item, or an item in Inventory Maintenance whose "Keep Stock Info" and "Keep Prices" fields (on the Codes tab) are both set to No.
New option "Allow UPC capture on Keep Stock = No SKU's" (ID# 5436). This option applies to terminals set up to capture UPCs at POS. Set this option to Yes if you want to capture UPCs for items that have the Keep Stock field in Inventory Maintenance set to No. Set this option to No if you do not want to capture UPCs for these items.
New option "Check for Open Orders or Special Orders?" (ID# 3513). This option determines whether you want the system to automatically display the customers open orders and special orders when you select the customer at the start of a transaction (If the option "Show Job List at POS" (ID# 910) is set to Yes and the customer has job accounts, the system will check for open orders and/or special orders after the job has been selected). Set this option to C if you want the system to check for open orders/special orders for non-asterisk (non-cash) customers only, set to A to check all customers, or set to N if you don't want the system to check.
Implementation in POS: If you set this option to C or A, as you enter a customer in either the mini or big header in POS, the system will determine if the customer has any orders and/or special orders (or layaways) for any store. If it does, the prompt Display the list of this customers open orders? will display, and you can select Yes or No. If you select Yes, the system will bring up the POS Order Viewer with the customer's orders/special orders/layaways displayed. If you have a multistore system, and you have security to view all store's data (bit 6), you will see transactions from all stores. You can then select the desired order and press Enter (or F4) to display it, or press Esc to cancel.
New option "Change item to non-taxable when tax code from tax override plan is 0%?" (ID# 3573). This option controls whether a tax code of 0% found in a tax override plan should be left as is, or forced to be non-taxable. Set this option to Yes if you want to change the line item to non-taxable when the tax code returned by a tax override plan is 0%. Set this option to No if you want to leave the line items' taxable status as is, regardless of the tax code returned from the override plan.
New option "Gift/Cash Card - print amount remaining on POS receipts/invoices" (ID# 5981). This option only applies if the option "Gift/Cash card type" (ID# 5360) is set to A = Wildcat (including Ace). This option was developed because Wildcat returns the remaining balance in the authorization code field; therefore, when the remaining balance is $0.00, the authorization code is set to 000000. Bankcard processors interpret these zeros as invalid and change them to a random non-zero value. When this happens, an erroneous remaining balance prints on the receipt/invoice. Set this option to No if you want to avoid this behavior by not printing the amount remaining on receipts/invoices. Set this option to Yes if you still want the amount remaining to print on receipts/invoices, even though an erroneous value will print if the remaining balance is $0.00.
New option "Print Document Barcode On 40 Column Receipt" (ID# 8111). This option allows you to specify whether or not the document barcode prints on the 40 column receipt. This feature only applies to the Epson TM-J7100 receipt printer.
New option "Restrict change of Transfer's status to appropriate store?" This option allows you to control which store can change a Transfer to Shipped or Complete. Set this option to Yes if you want only the "from" store to be able to change Transfers to Shipped and only the "to" store to be able to change Transfers to Complete. Set this option to No if you don’t want to restrict which store can change a transfer's status.
From Inventory Maintenance, you can display a viewer showing the last ten quantity-on-hand changes for an item, and display another viewer showing the item's last ten replacement cost, average cost, mfg cost, and market cost changes. To access the last ten quantity-on-hand changes, click the Last Phys Inv hyperlink on the Stocking tab of Inventory Maintenance. To access the last ten cost changes, click the Repl Cost hyperlink on the Pricing tab of Inventory Maintenance. Note that you must have security bit 225 to view the cost change viewer. Also note that only items with the Keep Stock Info field set to Y on the Codes tab are eligible to display the last ten quantity-on-hand changes, and only items with the Keep Prices field set to Y on the Codes tab are eligible to display the last ten cost changes.
Are your stores located in different markets, and you need some prices/costs to be different across stores? If so, use the new Price Synchronization feature, which allows you to keep prices and/or costs the same across all stores for some of your items, while maintaining store specific prices/costs for other items. This is in contrast to the standard multistore setup, where you either keep all prices/costs the same in all stores, or you have different prices/costs at your different stores.
If you have the "Store Groups" feature on your system, Price Synchronization can copy prices or promotions across a selected group of stores. The Item Price Change window (IPC) and the Item Promotion window (MIP) both have an option "Copy Prices (or Promo) Across Stores," available from the Misc menu. This option allows you to keep an item's price/promotion price the same for a selected group of stores, despite the fact that the item’s Synchronize Prices flag is actually set to N (because you don't want the synchronized price in ALL stores).
With Store Groups, you can view customer data by groups of stores, as well as add, modify, delete, and view inventory data by groups of stores. To begin using Store Groups, set the option "Allow setting up store groups" (ID#62) to Yes in Options Configuration. Once you have set up Store Groups, the Inventory and Customer Viewers support viewing by Store Group, items can be added or deleted by Store Group in Inventory Maintenance, and in the Item Price Changes (IPC) and Modify Item Promotions (MIP) windows, you can add price changes and promotions by Store Group. A Store Group can also be used in the new Copy store specific changes to other stores dialog in Inventory Maintenance.
You can now select ALL stores when adding price changes in the Add Price Change dialog. If you use Store Groups, you can also add price changes by store group.
Looking up items in Inventory Maintenance just got easier. When you display the Inventory Viewer (F9) and your cursor is in the Dept, Class, Fineline, Prime Vend, or Mfg Vend field, the viewer will automatically display that type of lookup, as well as carry in the displayed value (if any). For example, if your cursor is in the Dept field and the displayed item is in Department 3, when you click Viewer the viewer displays with a lookup by Department and starting with department 3.
New Month Titles
If your date table (Modify Date Table window) is set up to show month headings rather than period headings, the sales history columns in the Inventory Viewer will also use months as the column headings.
The new fields "Store Closeout" and "PO Season" are now available to view in the Inventory Viewer.
There are four new lookups for location in the Inventory Viewer: Location, Location 1, 2, 3, From/To Location, and From/To Location 1, 2, 3. Use the lookups containing 1, 2, 3 if you set up multiple location codes in Location Code Maintenance (accessed from the Location hyperlink in Inventory Maintenance).
The RIV report with Option H (Create Business Advisor Data) will no longer have the potential to double-update the Business Advisor Inventory snapshots. Whenever RIV option H runs, it creates a date stamp. When the next RIV option H runs, it will first check this date stamp, and the report will only run if the request date of the report is greater than this date stamp.
The existing quantity-on-hand (QOH) alerts (QOH Gone to Zero and QOH Gone Negative) will now have the department of the item in the alert description, so that you can direct them to the responsible manager. If you use iNet, you can even set up a mail filter to direct the alert to the responsible department manager.
(Ace or True Value Catalog users only) A new utility called CATDIF generates a report (which can be added to an end-of-day queue) that compares the item in the catalog to the item in Inventory Maintenance and reports if there is a difference in any of these fields: Order Multiple, Standard Pack, Pur U/M, and Stocking U/M. When a difference is found, the report lists all four values and puts an asterisk next to the ones that differ. CATDIF is only accessible via Network Access.
The new Extended Sales History Report (RESH). This report prints current years sales history at the item level, and optionally prints last years sales history, and the current years promotion sales history. RESH is queue-able. Access to this report requires security bit 296.
The new Catalog Report (RCAT) prints items added to Inventory from your Eagle Electronic Catalog, whether you added the items directly from the Catalog or from POS. Run RCAT with Option F so that items that you've already viewed on the report don't show up on future reports. You can add the report to an end-of-day queue. Access to RCAT requires the new security bit 759.
A message line now displays at the bottom of the first catalog screen (the Find Item screen), indicating Catalog build date MM/DD/YY, Last EFM date MM/DD/YY. These dates display when you first launch the Electronic Catalog. Once you go to another screen, the message no longer displays. However, you can still access these dates by selecting Show Catalog Dates from the Misc menu of the Catalog.
If you're a multistore user and you have set up store groups (the option "Allow setting up store groups" [ID#62] is set to Yes and you have set up store groups from the Misc menu of Options Configuration), the In Stores field label in Inventory Maintenance will now be a hyperlink you can click to see a list of existing store groups. Simply select a store group, and the list of stores in that group will automatically be placed in the In Stores field.
You can hide costs in the Catalog. From the Catalog window, click Tools, Options, and click the checkbox next to the new option Hide Cost. With Hide Cost enabled, any costs normally displayed in the Catalog do not display.
Do it Best catalog users can now choose to encode the costs that display in the Catalog screens. From the Catalog window, click Tools, Options, and click the checkbox next to Display Coded Costs. With Display Coded Costs enabled, all costs in the Do it Best catalog will display as follows: the decimal point is suppressed, and a random digit is added to the left and to the right of the cost. For example, a cost of $1.25 could be encoded as 91253. In other words, when viewing a cost, simply ignore the first and last numbers and add an implied decimal point.
You can now use the grid to enter a count of 0 in any Counted Qty column and the system will recognize that it is different from blank (blank meaning not counted). You can also change an existing count to 0.
The Difference Amount column has been renamed to Manual Diff.
There are two new columns that the system maintains as counts are posted:
Count Status, which shows N/C for Not Counted, Diff for Manual Difference entered, and a 1, 2, or 3 (or any combination thereof) to indicate that a count for that location has been entered.
Variance, which is the difference between the Beginning Qty and the counts. If you entered a Manual Difference, the Variance will be blank.
Loc 1, Loc 2, and Loc 3 are now more closely tied to their corresponding counts:
If you blank out count 1, 2, or 3, the corresponding Location is automatically blanked out.
You can only enter a Location if you have entered a corresponding count.
In Inventory Maintenance, if you select "Show Do it Best Multiples" from the Misc menu, you can view all three Do it Best multiples for the item--each, intercase, and case. To display these multiples, the item must exist in the Do it Best Electronic Catalog on your system, and the Primary Vendor of the item must match the Default Vendor field in the Catalog Constants screen (MTCC).
The number of allowable units of measure in the Unit of Measure Maintenance window (MUM) has increased from 36 to 98.
You can now set up a default location for each class in the Class Maintenance window (MCL). This means that when you assign a class to an item in Inventory Maintenance, the location from MCL is automatically entered for that item (unless you override it with a different location).
PO Season Code— This field, located on the Stocking tab of Inventory Maintenance, is a two- character, store-specific field. First set up your PO Season Codes by clicking the PO Season hyperlink (or from the MISC menu of Inventory Maintenance or Options Configuration), and then assign those codes to specific items. A PO Season can have up to six start and end dates to accommodate items that are in season more than once during a year. For example, you might have a PO Season Code called SF for items that are in season in both spring and fall. The date ranges for this PO Season Code might be from 3/1 to 4/30 (for spring) and from 9/15 to 11/15 (for fall). When you run a suggested order (RSO), the system looks at the PO Season Code of each item included on the RSO. If the date you run the RSO is outside of the starting and ending date(s) of a PO Season Code, the item(s) with that PO Season Code will not be ordered.
Store Closeout— This field, located on the Codes tab of Inventory Maintenance (right below the Discontinued field), is a store-specific field where you can indicate that you have elected to discontinue an item in a specific store. This field differs from the Discontinued field which is master data, is updated via EFM, and indicates that the vendor has elected to discontinue the item. In contrast, the Store Closeout field indicates that you have simply decided to not to reorder this item. When you run a suggested order (RSO), and either the Store Closeout or Discontinued fields of an item are set to Yes, the item is not eligible for re-ordering (it is skipped).
You can now view all the rain checks for an item by first clicking the Raincheck Qty hyperlink on the Stocking tab of Inventory Maintenance, and then clicking the Details button. The Details button displays the rain checks in the POS Order Viewer.
If you use Bill of Materials (BOM), you now have the option to re-post sales to the BOM components departments. Before this enhancement, the entire sale was posted to the BOM header's department in the G/L, rather than to the departments of the individual components. To utilize this new feature, simply set the new option "Create G/L trx's from ITR records for BOM" (ID# 3065) to E (Eligible for passoff) or N (Not eligible but can be changed. If you select N, you must manually change the eligibility flag of ITR transactions from N to E if you want them to pass off to G/L).When you run GLP for ITR, the BOM sale will be backed out of the BOM headers department and re-posted to each components department in G/L.
If you use inventory kits, you now have the option to re-post sales to the kit components departments. Before this enhancement, the entire sale was posted to the kit header's department in the G/L, rather than to the departments of the individual components. To utilize this new feature, simply set the new option "Create G/L trx's from ITR records for kits" (ID# 3066) to E (Eligible for passoff) or N (Not eligible but can be changed. If you select this setting, you must manually change the eligibility flag of ITR transactions from N to E if you want them to pass off to G/L).When you run GLP for ITR, the kit sale will be backed out of the kit headers department and re-posted to each components department in G/L.
If you use average cost as the costing method on your system, you now have the ability to pass off to G/L any manual average cost changes you make in Inventory Maintenance. Before this enhancement, manual average cost changes created a record in ITR, but did not pass off to G/L. To utilize this new feature, simply set the new option "Create G/L trx's from ITR records for average cost changes" (ID# 3068) to E (Eligible for passoff) or N (Not eligible but can be changed. If you select this setting, you must manually change the eligibility flag of ITR transactions from N to E if you want them to pass off to G/L). When you run GLP for ITR, average cost changes will be posted to the Shrink and Inventory accounts in G/L. Note: you should only use this feature if the option "Cost Used in Calculations" (ID# 102) is set to A (average cost) on your system.
If you use Inventory Transaction Register (ITR), you now have the ability to mark a quantity sold of an item as "unusual usage." Each time you mark a quantity as unusual usage, a record is written to ITR. If desired, the system can subtract the unusual usage amounts when you run the Order Point Report (ROP), in order to calculate an order point based on normal sales quantities. To do this, simply set the option "Consider ’Unusual Usage’ (in ITR) in order point calculation" (ID#3055) to Yes in Options Configuration. The system can also consider special ordered stock items as unusual usage if you set the option "Record special ordered stock items as unusual usage" (ID#2839) to Yes.
If you use Inventory Transaction Register (ITR), you now have the ability to mark a quantity of an item as a "lost sale." Each time you mark a quantity as a lost sale, a record is written to ITR. If desired, the system the system can include the lost sale amounts when you run the Order Point Report (ROP). To do this, simply set the option "Consider 'Lost Sales' (in ITR) in order point calculation (ID#3056)" to Yes in Options Configuration. If you prefer to have only a portion of the lost sales used in the ROP calculation, enter the percent to use in the option "Percentage of ’Lost Sales’ (in ITR) to use in order point calculation" (ID#3058).
If you use Inventory Transaction Register (ITR), ITR records are added for transfer transactions. You can include "Transfers-In" when calculating order points so that your order points in the To-store are not inflated due to Transfers-In quantities. Simply set the option "Consider ’Transfers-In’ (in ITR) in order point calculation" (ID# 3057) to Yes in Options Configuration.
The Item Code Update Report (RICU) is now available in Eagle for Windows. This report allows you to change information in the Inventory File for all the items in a range. RICU has the same functionality that it had in the legacy Eagle system, plus the following additional fields can now be changed: # of Bin Labels, Decimal Quantity Allowed, Location 2, Location 3, Lot Item, Multiple Selling Unit Code, PO Season Code, Rebate Group, Region Code, Store Closeout, Synchronize Costs, Synchronize Prices, Tally, and Web.
The new Catalog Retail field on the Pricing tab of Inventory Maintenance displays the retail price of the item from your electronic catalog, provided that the displayed item exists in the catalog, and the Primary Vendor field matches the vendor in the Catalog Constants window (MTCC).
"Create G/L trx's from ITR records for rebate" (ID #3064). If you use ITR and Vendor Rebates, you can set this option to E (eligible) if you want G/L transactions to be created for ITR vendor rebate records, or to N if you want to be able to selectively make them eligible by changing the N (not eligible) to E (eligible). Set this option to X if you never want to create G/L transactions for vendor rebate records.
"Automatically open Add function when WinIPC launched with SKU" (ID# 3078). If this Inventory option in Options Configuration is set to Yes, when you display an item in Inventory Maintenance, and then display the Item Price Changes window, the system will automatically bring up the Add Price Change dialog box, with the displayed SKU and Store entered automatically. Note: you must have security bit 124 (add, change, delete in IPC) set to Yes for this to occur.
"Allow quantity breaks for non-discountable items" (ID# 3030). Set this option to Yes if you want to assign a quantity break code to items that are marked as non-discountable in Inventory Maintenance. This will allow you to have items that are not discountable when sold by the each (or by smaller quantities), but will allow you to give a discount when the item is sold by designated quantities such as case quantity (i.e. motor oil) or some other designated quantity. If you set this option to N, you will not be allowed to assign a quantity break code to an item that is marked as non-discountable.
"Update the discontinued flag when adding items from the Catalog" (ID# 2606). If you set this Catalog option to Yes, when you add an item from the catalog to your inventory file, if the item is marked as discontinued in the catalog, the item will also be marked as discontinued in Inventory Maintenance. If this option is set to N, then even if the item is marked as discontinued in the catalog, and you add the item to your inventory file, it will not be marked as discontinued. Note: If the item is marked as discontinued in your inventory file (the "Discontinued" field on the Codes tab of Inventory Maintenance is set to Y), then the item will not show up on a Suggested Order Report (RSO).
"Allow deleting items in Inventory Maintenance if QOH is not zero" (ID# 3037). Setting this option to Y allows users to delete an item in Inventory Maintenance for Windows, even if the quantity on hand of the item is greater than zero. Setting this option to N prevents users from deleting an item in Inventory Maintenance for Windows whose quantity on hand is greater than zero or blank.
(multistore users) "Select store specific fields to copy to other stores" (ID# 2000). Use this option if you want the changes you make in Inventory Maintenance to be copied to one or more of your other stores. The available fields are: Popularity Code, Order Point, New Order Qty, Max Stock Level, Tax Status, ROP Protect, Special Record, Tally, Tax Code, Safety stock, Min Order Point, Min # of Std Pkgs, Vendor Backorder, Keep Stock Info, Count Promo Sales, Keep Sales History, Keep Promo History, and Amt of Purch Hist. To set up this option, select the desired fields. Then, whenever you change any of these fields in Inventory Maintenance for Windows, a dialog displays asking you for a list of stores (or a store group, if you use the Store Groups feature) to which to apply the changes. The changes will then be applied across the list of stores you specified.
"Scan bin tags with SKU prefixed with retail price" (ID# 3053). This RF option is used by RF receiving and RF shelf manager. Setting this option to Yes tells the system to look for an embedded decimal point in the bar code representation of the SKU. If it finds a decimal point, it will assume that the bar code has a retail price in the first part of the bar code, thus it will strip the retail price and return just the SKU. Ace dealers who have Price Verification bin tags should set this option to Y.
"WinIPC - When updating Mfg cost or Alt Vendor cost, also update Replacement cost?" (ID# 8106). When you add a price change in the Item Price Change window (or from Price Import), and the price change contains an update to the manufacturer cost or alternate vendor cost, this option governs whether or not the system automatically places that same cost into the Replacement Cost field. You can set this option to Yes or No, or set it to Prompt if you want to be prompted for a response so you can decide on a case-by-case basis if you want to also update Replacement cost.
You can now print your Multiple Selling Unit (MSU) prices on labels. When creating a label design in Label Designer, simply select the new Multiple Selling Unit data fields. For example, you could create a bin label design that looks something like this:
Item 12345
$ .15 per EACH
$15.99 per BOX
$ 27.99 per CASE
You can now include the new fields Store Closeout and PO Season Code on the labels you create in Label Designer.
You can now add a border to signs you create in the Label Designer. Simply click the Pg Format button, then click Border and select the thickness and style of the border. You can even choose to use an image file on your PC for the border; the image must be in .bmp or .jpg format.
You can now add lines (horizontal or vertical), boxes, multiple generic images, and SKU images to both Inventory and POS Flex-Labels. You can even resize images by entering the dimensions or using the stretch handles to size the image. When adding an SKU image, you must name the image file the same name as the SKU. When adding a line or box to a label, you can decide the format (solid, dash, dot, etc.) and color. To access all these new label features, simply click the new Add Object button in the Label Designer, which will display a dialog in which you can choose what object (line, box, image) you want to add to the label.
For both Inventory and POS Flex-Labels, deleting label objects (images, lines, or boxes) can now be performed in the Field Parameters dialog box (accessed by double-clicking on a field in the label, or by clicking the Format Field button). The Delete button still exists on the toolbar as well.
If you set the new security bit 734 "Ability to view/change costs or retails in WinMPO" to No, the user will not see the cost and retail fields in the Purchasing and Receiving posting area or grid, nor will the POs total cost show on the header or posting screen. This security bit applies whether the user is creating or receiving a P.O.
Both the Purchase Order Viewer and the PO Archive Viewer have a new column for Vendor Name, so you can now easily identify the vendor associated with the displayed purchase orders.
There are two new ways to quickly get more information about an item from the Purchasing and Receiving window. First, the Item (SKU) field in the posting area is now a hyperlink you can click to display the item in the Inventory Viewer. Second, you can click the new Inv Mnt toolbar button to display the item in the Inventory Maintenance window.
In the posting area in the Purchasing and Receiving window, you can now view information about Do it Best's each, intercase, and case quantities. Simply press <FLIP> to switch from the standard thumbnail view to the thumbnail view that displays these quantities. For each of the three quantities, the thumbnail displays cost, unit of measure, and order multiple. For this new feature to work, POs vendor must match the vendor in the catalog constants screen (MTCC).
When a True Value member posts SKUs with a special order quantity to electronically maintain variable pricing, request bin labels, or cancel ship later items (using the special order quantities of 777, 888, or 999, respectively), the following fields are not updated: Quantity on Order for the item, the POs header totals for stocking units, cost, weight, and the vendor records purchase history. Before this change, these fields were erroneously updated.
"Print Pay-to Vendor information on the P.O." (ID# 2845). When this option is set to Yes, and the Vendor on a purchase order has a Pay to Vendor listed in Vendor Maintenance (MVR), that pay-to-vendors name and address will print and will be labeled as the "Bill To" on the P.O. When this option is set to No, the pay-to-vendor information will not print. Prior to this option, the system has always printed the Pay To Vendor information on POs; now it is optional.
"Print locations on Laser Receiver (RRP)" (ID# 2849). When this option is set to Yes, and an item has any locations in Inventory Maintenance, all locations will print as a comment in the description area of the Receiving Report (Laser Receiver format only). When this option is set to No, this information will not print on the Receiving Report.
(True Value members) "Display the market download viewer and direct mail viewer in expanded format?" (ID# 2808) If this option is set to Yes, the Market Download Viewer and the Direct Mail Viewer will display an additional 50 or more columns, including 26 months of regular sales history, 13 months of promotion history, year-to-date units, promotion units, quantity-on-hand, quantity-on-order, order multiple, standard pack, costs, prices, and user codes. If you find that either of these viewers are taking a long time to load data into the grid, you may want to increase the viewers' performance by setting this option to No to suppress the information for these additional columns.
"Include UPC in WinPUR item lookup?" (ID# 57). When this option is set to Yes, if you're creating a PO in the Purchasing and Receiving window, and you type something in the SKU field and press ENTER, the system looks for the item by SKU, then UPC, then manufacturer part number, and finally by alternate part number. When this option is set to No, if you're creating a PO in the Purchasing and Receiving window, and you type something in the SKU field and press ENTER, the system looks for the item by SKU, then manufacturer part number, and finally by alternate part number. Note: This Option is only relevant when the option Smart WinPUR item lookup by Sku, Mfg Part #, Alt Part # (ID# 53) is set to Yes.
"Re-order when QOH is equal to Order Point" (ID# 8115). When this option is set to Yes, the Suggested Order Report (RSO) will order an item when the Quantity on Hand (QOH) is less than the Order Point. When set to No, the RSO will order an item when the QOH is equal to, or less than the Order Point. (Former Pace users would set this Option to No to retain Pace behavior.)
The new Eagle Alert, Item Added to Buyer's List, informs you that an item has been added to the Buyer's List. To implement this alert, set the option "Record Item Added to Buyers List alerts" (ID# 3325) to Yes in Options Configuration. Note: The system generates this alert as soon as an item is posted to an order that has the Vendor field set to "Buyer." Any subsequent actions such as deleting that item from the order, clicking void to abort changes after recalling an order, or deleting the entire order, will NOT undo an "Item Added to Buyer's List" alert that has already been generated.
The new option Default days for Buyer's List Cutoff Date (ID# 8100) allows you to determine a default cutoff date for adding items to the Buyers List. This option defaults to 7. The Cutoff Date is the oldest Order Creation Date items can have and still appear on the Buyers List. Items with a Creation Date prior to this date will not appear on the Buyers List.
For convenient item lookup, you can now display the Inventory Viewer from the Buyer's List window. Simply click View Inv (F11).
For convenient access to various information about items in the Buyer's List, there is now a Go To button on the Buyer's List toolbar, from which you can view item sales history, item purchase history, open POS documents, POS Order Details (only available to Pick/Pack/Ship / Customer Order Management users), QuickRecall documents, purchase orders, and vendors.
(Pick/Pack/Ship / Customer Order Management users only) You can display the Available to Promise menu for the item currently selected in the grid by simply clicking the new Addtl Info hyperlink to the right of the Cutoff Date field.
You can now access the Buyer's List directly from the Eagle Browser by typing BUYER in the launch bar.
In the Purchasing and Receiving window, you can prevent users from viewing the cost and retail fields in the posting area and grid, and prevent them from viewing the P.O.s total cost on the header or posting screen. Simply set the new security bit "Ability to view/change cost or retail in WinMPO" (bit #734) to No for the users who should not see this information. This bit applies when both creating and receiving a P.O.
The following fields have been added to the posting grid of Purchasing and Receiving: BOM Line #, Order Multiple, Standard Pack, Committed Qty, Qty Available, Popularity Code, User Code 1, User Code 2, User Code 3, User Code 4, Store Closeout and PO Season. Use the right-click menu to Select Columns to View if you want these fields to display in the grid.
Use the new Adder Types field in Purchasing and Receiving to calculate freight based on a percentage of the total cost of the items received on the purchase order. You can define a different adder percentage for up to ten different price ranges for each Adder Type. You can also designate a minimum adder amount. This feature is useful when purchase orders received directly from the vendor have an adder type applied to them in order to calculate the freight (versus being billed through your coop, in which case no freight is charged).
On the Suggested Order Report (RSO), if you select Option I to Check if item is overstocked in other stores, the report will now show all stores overstock of the item. Before this change, the report would only check the first six stores for overstock.
(A/R Pro users only) The Customer Activity Notes application allows you to enter and view notes for your accounts receivable customers. Each note has an audit trail, so you can track the date and time a note was entered and who entered the note. Notes can be up to 30,000 characters in length, and you categorize them by a note type. Two note types, C (Credit) and S (Sales) are pre-defined, and you can also define your own note types and descriptions, for a maximum of 36 note types. Notes have four available status codes: Info, Open, Closed, or Deleted. You can enter a follow-up date for both Open and Closed Notes. When you do, you have the option to set up a reminder alert. You can even assign Priority numbers to Notes if desired. These priority numbers display in the Priority column in the Customer Activity Notes viewer.
(A/R Pro users only) You can now set up a list of contacts for your customer accounts. In the list, you can specify information about the contacts such as their Phone #, Cell #, Fax #, Pager, Email Address, and Title, and you can also enter any comments in the Comment field. Additionally, there is a "Charge?" field in which you indicate whether or not that contact person is authorized to charge on the account. Only names with "Charge?" set to Y display in the Authorized to Charge window in Order Entry/POS.
A Tax Override Plan is a new method of telling the system to use a tax code other than the default tax code that would normally be used for an item. When a customer purchases an item at Order Entry/POS, the system follows a logic process to determine the tax code to use for an item. If the logic process calls for checking the customer record and the customer has a Tax Override Plan, then the system checks the plan to see if the item is included in the plan. If it is, then the system uses the tax code from the plan. When creating a Tax Override Plan, you can use existing tax codes or set up new ones. Then you'll set up Tax Override Plans that link a tax code with individual SKUs or categories of items, and finally you'll link the plan to the appropriate customer account in Customer Maintenance (MCR).
A "Save Views" button has been added to the ROA Payment Reconciliation dialog grid, allowing you to save a custom grid view to use when reconciling payments.
The new Alternate Customer ID feature allows you to use any name or number for looking up your customers. For example, you might use phone numbers, driver's license numbers, license plates, loyalty numbers, or street addresses as Alternate IDs. These IDs are stored in the Alternate Customer ID Viewer. You can have an unlimited number of Alternate IDs for any given customer, and they are not case-sensitive so you can enter them in capital or lower case letters. Multiple customers can have the same Alternate ID. To look up accounts by Alternate ID, you will simply type = (equal sign) in the Customer field followed by an alternate ID (phone number, license number, etc.). You can use Alternate ID lookup in Order Entry/POS or in any Accounts Receivable application. Security bit 135 (Change in Customer Maintenance) controls the ability to Add/Change/Delete Alternate IDs.
There is now a separate field for each of the four customer codes (C1, C2, C3, C4) so you can now sort or filter by them. There is also a new iNet Customer? column, so you can easily identify which accounts are iNet customers and sort/filter by them if desired.
The new Daily Tax Totals Viewer is like two viewers in one. You can view daily tax totals by Tax Code, or you can click the hyperlink at the top right to show daily tax totals by date. The By Tax Code viewer displays daily totals and then a grand total by tax code for the range of dates you specify. You can also enter a specific tax code to see a grand total for that tax code across the range of dates you entered. The By Date viewer displays each days active tax codes and their total for that day. You can enter a from/to range of dates if desired. Access these viewers from the Eagle Browsers Sales Review Menu or from the Misc menu in the Tax Maintenance window. The information in both viewers comes from each days Daily Journal Report (RDJ) option F. To begin using the Daily Tax Totals Viewer, the new option "Keep Daily Tax Information?" (ID# 5162) must be set to Yes before RDJ will begin to record this daily tax information. You must have security bit 329 to access the Daily Tax Totals Viewer.
You can now easily identify which customers are iNet customers in the Customer Maintenance window. On the Sales tab of Customer Maintenance there is now an indicator of iNet if the customer is an iNet customer. When you install level 15, this iNet indicator is added to any account that has a customer number in the iNet Customer Number field in the user record you set up in Security Maintenance (or MUR). As you add new iNet user records, Customer Maintenance is automatically updated with the iNet indicator. In addition, the Customer Viewer now includes the iNet indicator as a selectable field.
You can set up pesticide plans to track customer licenses, license expiration dates, and designate items in your inventory as pesticide SKUs. Simply click the new Pesticide License hyperlink on the Misc tab of Customer Maintenance to begin setup. You'll specify the type of pesticide license the customer possesses (Pesticide, Applicator, or Restricted Use), and you can also set up a list of pesticide items that are sellable at POS for the customer, based on the customer's license. Then, in Inventory Maintenance, using the Tally field, you can categorize pesticide SKUs as a regular pesticide, dual use pesticide, restricted use pesticide, or dual restricted use pesticide. Once setup is completed and a pesticide SKU is posted to a POS transaction, the system checks the customer record to verify that the license information is current and that the pesticide plan for the customer allows the purchase of that type of pesticide. The customer's pesticide license number and expiration date then print on the invoice.
If you have numerous tax codes on your system, looking them up just got easier. In the Tax Code Maintenance window, simply type an equal sign (=) in the Tax Code field, and start typing a description of the tax code you want to display. The system automatically finds the tax code with the closest match to the description you typed.
"Print Postnet barcode on A/R Statements?" (ID# 8109).This option allows you to specify if the Postnet barcode (barcode system for encoding the delivery point information and ZIP+4 code information) prints on your A/R statements. Set to Y to print the Postnet barcode on each A/R statement. Note: This option applies to laser A/R statements only.
"Update Daily Tax Totals Viewer with non-taxable sales for component codes" (ID# 8129). Set this option to Yes if you want to update the Daily Tax Totals Viewer with non-taxable sales for component tax codes. Set this option to No if you do not want to update the Viewer with non-taxable sales for component tax codes. Epicor recommends you leave this option set to Yes. However, if you set this option to No, The Daily Tax Code Viewer will then match the Maintain Tax Codes window which displays component tax codes' non-taxable sales as zero.
"A/R statements (RSM) print past detail for open item accounts" (ID# 3523). Set this option to Yes if you want to print all detail items on statements (RSM) for open item accounts, including A/R documents from previous months. All open items that have not yet been purged will print. Note: You can suppress paid open items by using option O on RSM. Set this option to No if you want the statements for open item accounts to print in a balance forward format; that is, all open items that have a document date prior to the RSM "Start Date" will be combined in a "Balance Forward" amount. Only detail from the current month (document dates between the RSM "Start Date" and "Closing Date") will print on the statement.
All Accounts Payable grids that display Vendor Code now also show Vendor Name. This includes the New A/P Transactions grid, AP Invoice Maintenance and Payment grid, Void Checks grid, and Select Reconciled Checks grid.
The General Journal Transactions Viewer now displays the description of your G/L accounts, so you can easily identify them.
The Comparative Viewer, which shows month-ending balances for the specified year across all GL accounts, can now display G/L transaction detail. Simply click Drill from one of the cells within the Comparative Viewer. You can access the Comparative Viewer from the View General Ledger Detail window by clicking Misc and selecting View GL Balances and Comparatives.
If you use the A/P reconciliation feature, then in the Posted A/P Transactions window, if a check has been reconciled, the reconciliation date displays as a column in the viewer, allowing you to quickly see that a check has cleared.
You no longer have to use legacy to access Purchasing to A/P Passoff (APP), because it is now available in Epicor Eagle for Windows.
The OST Maximum Wages field in the Payroll application has been expanded from 99,999.99 to 999,999.99.
If you click Delete in the GL Layouts Maintenance window when no check boxes are checked in the detail lines, you will now get two warnings instead of one. First, the warning Are you sure you want to delete the entire layout displays. If you answer Yes, a new additional warning displays: You have asked to delete the entire layout for this financial statement. This could mean that you will spend many hours re-creating this information. If you answer Yes, you will delete the entire layout, including all of the detail lines. Are you sure you want to delete the entire layout? Only if you answer Yes to this second question will the entire layout be deleted.
"Validate the AP Account Number in Vendor Maintenance" (ID# 430). This new A/P option determines whether or not the A/P Account Number entered in the Accounts Payable tab of Vendor Maintenance is validated against your G/L Chart of Accounts. If you set this option to yes, the account number that you enter must already be on file in the G/L Chart of Accounts. If you set this option to No, you may enter any account number in the field, even one that is not on file.
"Allow only numeric sub-accounts in General Ledger" (ID# 8133). This new G/L option determines whether you allow only numeric characters in your sub-accounts, or you allow both alpha and numeric characters. Multistore: if you use alpha characters to designate your store numbers, you may want to set this option to N so you can use alpha characters in the sub-account to designate the store from which G/L transactions came. Set this option to Yes if you only want to allow numeric values in the sub-account portion of the G/L account number. Set this option to No if you want to allow both alpha and numeric characters in the sub-account portion of the G/L account number. Important: If you set this option to N, you MUST do the following to enable this option: 1) From Network Access at the Function prompt, type GCON and press Enter. 2) When you see the prompt "Item Number to Change," simply press Enter.
Electronic Receipt Posting (ERP) now has a new option "A" in the Append to Target PO field. Option A appends extra items to the target PO even if the vendor of the items doesn’t match the PO’s vendor.
To provide you with even greater analysis information, the True Value Market Download Viewer and Direct Mail Viewer have the following new columns: 26 months of sales history, YTD Units, YTD Promo Units, Last Yr Units, Last Yr Promo Units, Quantity on Hand, Quantity on Order, Order Multiple, Standard Pack, Minimum Order Point, Maximum Stock Level, Replacement Cost, Average Cost, Retail, Matrix Price 1-5, Store, 13 months of Promo History, Mfg Part #, Future Order Quantity, User Codes (positions 1-4), and Member Cost from the EMD or EDM download file. The new option "Display the market download viewer and direct mail viewer in expanded format?" (ID# 2808) controls whether these new columns display, and defaults to Yes. If you see a significant change in performance loading one of these viewers, you can set this option to No so the additional new columns will not display.
The Electronic UPC Update transmission (EUU) can now be added to an end-of-day queue, making it easier than ever to keep your UPC codes current.
The True Value Promotion Pricing Report (REPM) has the new Option R to retain the promo file after processing. This new option lets you control when the transmitted file from True Value is deleted from the Eagle system. For example, if you are a multistore customer and you want to promote different sections of the promotion in your various stores, those stores could run REPM with Option R to retain the file for the other stores to use. Then the last store could run REPM without Option R to delete the file. The file can be also be deleted using Delete Promotions on the True Value Telecommunications Menu, or the system will automatically delete the file after 90 days.
The True Value Market Item Download Report (RMD) now allows you to print extended sales history by using any or all of the three new options on the report: Print This Years Sales?, Print Last Years Sales?, and Print Promotion Sales?. You can also use the existing Period Sales? option along with any of these three new options.
The Dated Billing option makes the ERP process similar to the invoice reconciliation process on the Pace system. The totals at the end of the ERP report will match the Invoice Totals on AceNet, helping you easily identify any adjustments that need to be made to your PO. This option also improves Accounts Payable Passoff (APP) by creating a separate A/P voucher for each PO using the actual due date and invoice number, allowing you to easily identify invoices that are currently due versus invoices that have "dated" billing and can be paid at a later time. It also distributes Purchases to the appropriate departmental accounts for each voucher. When you use the Dated Billing option, the following occurs: All original POs are deleted from the system (except POs marked as a "Future" PO that have the Backorder field set to Y), including the Target PO and any additional POs you enter in the Additional POs to Reconcile field. ERP creates a new PO for each invoice in the ERP data. If an item on the ERP is a Bulletin item, and that item is on a Future PO with the Backorder field set to Y, the system still adds the item to the appropriate new PO, but it also decrements the quantity ordered on the Future PO. The reason for this logic is that bulletin items trickle in over time, thus the system must ensure that the outstanding items are still on order (on a Future PO). Before you start using the Dated Billing option, set up two options in Options Configuration: set the option "Keep mil digit of transmitted member cost for Ace ERP" (ID# 3200) to Yes, and If you have a multistore system with many stores, use the option "Ace ERP Dated Billing PO Number" (ID# 65) to define a prefix that the system will use when generating PO numbers.
The Maintain Epicor Catalog Constants screen (MTCC) is now available in Eagle for Windows. You access MTCC from the Catalog window by clicking Misc and selecting the new choice "Maintain Catalog Constants (MTCC)." If you have more than one catalog on your system and you want to change which catalog displays by default, click Misc from the MTCC window and select Change Catalog Hierarchy (this is the equivalent of pressing Recall [Alt-R] in the legacy Eagle system)
You no longer have to use the legacy Eagle system to do telecommunications with Ace or Do it Best, because their Telecommunications applications are now in Eagle for Windows. If you are an Ace member, the Ace Telecommunications Menu will display in the Eagle Browser if the option Ace Telecomm on System (ID# 86) is set to Yes in Options Configuration. If you are a Do it Best Corp. member, the Do it Best Telecommunications Menu will display in the Eagle Browser if either the option Member of Do it Best Corp. (ID# 84) or Do it Best Telecomm on System (ID# 88) is set to Yes.
The Price Import Designer has been enhanced to more easily and accurately match part numbers in the import file to items in your Inventory file. There is now an Item Match area which lets you select whether the part numbers in the import file should be compared against your Inventory SKUs (the default), UPC codes, manufacturer part numbers, or alternate part numbers. If you select to compare against your manufacturer or alternate part numbers, you must also select a vendor (vendor is optional when matching either Inventory SKU or UPC). If you select to compare against your inventory SKUs and you also select a vendor, Price Import will consider the item a match when the vendor in the data file matches the primary, manufacturer, or alternate vendor in your Eagle.
Multistore users can now select ALL stores in Price Import, allowing you to conveniently update items found in more than one store.
The Price Import Designer now includes a new field within the Map Field selection, called TS UOM (Trade Services Unit of Measure). TS UOM is used when importing price updates from Trade Services. When mapped to the Trade Services legacy unit-of-measure, Price Import will divide the prices as follows:
|
TS UOM |
Divide Price By |
Description |
Example |
|
E |
1 |
Price per Each |
No change |
|
C |
100 |
Price per Hundred |
$515.00 becomes $5.15/ea |
|
M |
1000 |
Price per Thousand |
$1295.00 becomes $1.295/ea |
Tired of manually adding or updating inventory items? With Inventory Import, you can now import new items and item updates from a fixed or delimited flat file obtained from a vendor. This saves you time because you won’t have to enter new items/item updates manually. This tool imports into the Flexible Inventory Load screen (FIL), where you can make any changes or deletions that might be necessary before activating the new or updated items. For more information about purchasing the Inventory Import Tool, contact Epicor Direct at 800-538-8597.
Do you do business with various vendors? Create your own catalog using the Catalog Import tool. You simply add items to the Eagle for Windows catalog files using a fixed or delimited flat file that you obtain from one of your vendors. You map each field in the file to tell the system what each field represents, and then you simply import the flat file into the Catalog. You can create up to five unique user catalogs, and you can name each one (note: the use of one or more Electronic Catalogs supplied by Epicor reduces the number of catalogs you can create with the Catalog Import tool). For more information about purchasing the Catalog Import Tool, contact Epicor Direct at 800-538-8597.
For all Data Import and Update Tools (Price Import, Inventory Import, and Catalog Import), the Multiplier field now allows up to four decimal places instead of only two, and blank rows in your input file are no longer reported as errors.
You can now change your password quickly and easily from the Signon dialog. Simply click Signon, enter your name and existing password (the existing password can NOT be blank), and then click the New Password button to set up your new password. You must have security bit 41 to change your password.
Osprey, the Eagle systems main utility access screen, is now available from the Eagle Browser via the Utilities menu in the left pane. You must have security bit 91 to access Osprey from Eagle Browser.
Within Eagle for Windows, you can now schedule queues to run automatically, just like you can in legacy function SEQ. You can also create your own time schedules in Eagle for Windows, just like legacy function MQS (you can also use pre-defined queue schedules that came with your system). Once you've scheduled a queue to run by linking it to a certain time schedule, you can basically forget about it, and the system does the rest.
The Drilldown functionality in the Do it Best catalog now works properly.
You can now require a password for a clerk to stop system tasks that appear on the taskbar such as Scheduler and Listener. Simply set the new option "Require password to stop tasks (scheduler and listener)?" (ID# 69) to Yes in Options Configuration. See the description of this option in Options Configuration for the password (the password cannot be changed). The password will not be shown to the clerk. You can enter the password in either upper or lower case letters.
The Loyalty Sales by Clerk report (RLC) now has a checkbox to print cash sales only. When you select this checkbox, only cash accounts (account numbers preceded by an asterisk) print on the report. (Note: if you ran out of cash accounts and the Next House Cust No field in your loyalty constants screen (HCC, TVC, or TAC) is being used to assign new loyalty accounts, these accounts will be considered as cash accounts as well.)
You can now enter daily notes in Business Advisor to record daily business factors that can affect sales. For example, you can record weather, promotions, events, happenings, staffing, projects underway, etc. so these factors are recorded along with the financial data for the day. You can enter separate notes by day for each store. To enter or view the notes for a day, click the Date hyperlink on the Management Summary screen. BAPURGE purges daily notes along with management summary information.
If you use the Star SCP700 printer, you can now print your logo on Order Entry/POS transactions.
On the Misc Menu of Options Configuration, the Add/Delete Store selection has been expanded to Add/Change/Delete Store so that all store record maintenance is located in the same area. In addition, both the Add and Change modes now contain a more complete set of fields, so you can easily and conveniently customize a store record.
The new Training Scores Viewer allows anyone with appropriate security to access all employee quiz scores from the Training Browser. Each time an employee takes a quiz in Training Browser, the results of that quiz are logged to your Eagle System. The Training Scores Viewer shows each quiz attempt and the score the employee achieved. Keep in mind that scores are only stored when the Training Browser is connected to the Eagle. This is usually the case, but if an instance occurs when Training Browser can not communicate with the Eagle server, the scores and bookmarks from that Training Browser session are not stored.
Shockwave Flash will be installed as part of Eagle for Windows if it is not already present on the client machine. Like Internet Explorer and Acrobat, you will be asked and may elect to install this yourself. Flash is required by the Training Browser and Online Help to display Quicktip videos.
On Windows 2000 and XP (and newer operating systems), Eagle for Windows can be installed once for all Windows login users of the system. During Eagle for Windows setup, you will be asked if you want to install for all users (default) or just the current Windows login user. The default and recommended answer is to install once for all users. Installing for only the current user requires setup to be run once for each Windows login user who wants access to Eagle for Windows. (PCs running Windows 98, Me, NT and older are unaffected by this change, thus the question will not display during setup.) This setup question is only asked one time, so if you want to change your answer, you must un-install and re-install Eagle for Windows.
When you select the "About Box" from the Help menu of each Eagle for Windows application, there is now an indicator of "Master" if the PC is set up as a Network Master, "Client" if set up as a Network Client, or "Client w/o Master" if set up as a Network Client with the master disabled (although this last scenario is rare).
The following applications will "remember" their screen position.
Point-of-Sale/Order Entry
Inventory Maintenance
Vendor Maintenance
Customer Maintenance
Purchasing and Receiving
Accounts Payable
Received-On-Account
When these applications are launched, they display in the size and location where they were last run. Screen positions are saved on each PC and are shared for all users on the PC. You can delete all saved positions on the PC by selecting Tools / Screen / Delete All Saved Positions. This function is particularly useful for retrieving an application that is no longer visible on your screen because of a resolution change. After running the "Delete All Saved Positions" function, the applications listed above will subsequently be displayed in their default sizes and locations which is typically center screen.
Multistore users can now easily distinguish between Inventory data that is store specific vs. data that is the same in all stores (master data). In Inventory Maintenance, simply hover your cursor over any field in one of the seven tabs (Stocking, Pricing, Codes, etc.), and a field label states whether the field is master data or store specific data.
The new High-Capacity Grid feature provides several exciting new features:
Support for 100,000 rows (84,000 more rows than the Standard grid)
The ability to lock columns
The ability to sort like a spreadsheet; if you sort from ascending to descending, blank cells always sort to the bottom
Data is truncated to fit the columns and doesn’t extend to the right into blank cells
Date formats are converted to mm/dd/yy or mm/dd/yyyy
Time formats are converted to hh:mm am/pm
Light blue headers are used in place of grey headers, and the column headers may wrap differently
The High-Capacity Grid can only be used on PCs running Windows 2000, Windows XP, or above. To start using the High-Capacity Grid, set the new option "Use High-Capacity grid in viewers?" (ID# 8125) to A or D. If you set this new option to A – "Always use High-Capacity grid," the High-Capacity grid will be used in all viewers. If you set this new option set to D– "Default to Standard but allow the user to select High-Capacity," the Standard grid will be used by default in all viewers but you will have the option to switch to the High-Capacity grid. Switching can be done in two ways: 1) After launching the viewer, right click in any column and select Control Panel -> Grid -> High-Capacity, or 2) If you save a view (File -> Save View) while using the High-Capacity grid and this view is used to load the grid at a later time, it will automatically switch to the High-Capacity mode. If you save the default view while in High-Capacity mode, the viewer will automatically launch in High-Capacity mode. If you set this new option set to F– "Force using the Standard grid," the High-Capacity grid is disabled and you cannot select it (the Standard grid will be used in all viewers).
The High-Capacity grid has the following limitations:
How quickly grids will load is based on the memory and performance of the PC, as well as the number of rows to load. Some loads may be noticeably slower.
High-Capacity grid is not available in Business Advisor attached viewers
Exporting data will be slower from a High-Capacity grid
Styles (on the Control Panel menu) are not available
Exporting files in the .VTS format is not available
High-Capacity grids cannot display leading "+" signs in variances
Epicor Eagle POS for Windows now supports the APG Series 100 USB cash drawer. This cash drawer is perfect for contractor businesses that simply need a cash drawer and not a receipt printer. Until now, POS for Windows needed a receipt printer to physically connect the cash drawer in order to operate.
"Print iNet Activity Log on boot log" (ID# 3430). Set this option to No if you want to suppress the printing of the iNet Activity Log on the bootlog. Note: the name of this log used to be the Contractor Link Activity Log but has been changed to the iNet Activity Log.
"Display all Viewers maximized (full screen)?" (ID# 8113). This option determines whether a viewer should be displayed maximized whenever it is displayed. If this option is set to Yes, any displayed Viewer will take up the full screen, but you can always minimize or resize the Viewer using the normal Windows controls.
"Enhanced Fax Setup is Completed" (ID# 5046). After completing all the steps in the on-line help topic setting up enhanced fax, set this option to Yes to activate the enhanced fax capabilities for Point-of-Sale and other applications with laser printed forms. You must complete the enhanced fax setup prior to enabling this option. Failure to do so will cause some Eagle for Windows applications from faxing.
"Use High-Capacity grid in viewers?" (ID# 8125). Choices are A = Always use High-Capacity grid, D = Default to Standard but allow the user to select High-Capacity, F = Force using the Standard grid in all applications, and S = Switch to High-Capacity automatically when 16,000 rows are loaded. The default is D. The high-capacity grid feature can only be used on PCs running Windows 2000, Windows XP, or above.
"Default sku for posting not in file items in iNet" (ID# 4731). If you use iNet, enter the SKU the system should use when posting Not in File (NIF) items in the iNet OrderPro or E-Store application. The SKU value may be set for the entire system, or separately by store.
In the Eagle Browsers System Management Menu, there is now a Security Maintenance Menu from which you can choose either Terminal-Based Security Maintenance (the original security method), or Role-Based Security (the new security method).
With Role-Based Security, a given user has the same capabilities at all terminals in a store. These capabilities are defined by the role(s) you assign to that user. Roles are simply a group of capabilities. You can use pre-defined security templates to create roles, and you can also add individual security bits to roles. For example, you might create a role using the POSCLERK template, and also add other security bits to the role. Or, you might create a role entirely from scratch, without using a template. The beauty of Role-Based Security is, if you add or subtract bits from a role, the change affects all users that are assigned to that role. At Signon, the security profile of a user with role-based security is built in real time by giving them all the Yes bits in the roles they have been assigned. Note: In contrast to Role-Based Security, Terminal-Based Security is the traditional version of security that all systems used prior to Level 15 Eagle for Windows, where you set up each user with specific capabilities at specific terminals. A user can not use both terminal-based and role-based security at the same time.
To begin using Role-Based Security, you must first attend a training session. Then Epicor will activate this application on your system. To enroll in the Role-Based Security class, go to the Epicor Web Conference Center at www.activant.com/wcc.
The new Security Groups feature allows you to create groups of users in order to efficiently maintain security for all members of a group in one step. The two new Misc Menu options Add Template to User Group and Subtract Template from User Group allow the owner/manager to easily add a set of bits to all users in a group, or subtract a set of bits from all users in a group.
296— Allow inventory item expanded sales/promo history report This bit gives the user access to both the Item Sales History Report [RSH] and the new Extended Sales History Report [RESH].
329— This existing bit has been changed to Allow tax code history report/Daily Tax Code Viewer. Previously this bit only applied to the Tax Code History Report (RTX), but now applies to the Daily Tax Code Viewer as well.
734— Ability to view/change costs or retails in WinMPO. When this bit is set to No, the cost and retail fields will not show in the posting area or grid, nor will the PO.s total cost show on the header or posting screen. This bit applies to both creating and receiving a PO.
738— Allow access to all users in Eagle for Windows General Journal Maintenance controls whether you can add, view, or maintain general journal transactions (GGMU) for transactions that have a User ID that is different than the signed-on user. If this bit is set to Yes, the signed-on user can access all transactions in the General Journal Transaction for Windows application, and can add transactions for any User ID. If this bit is set to No, the user is only able to view or maintain their own journal transactions. In other words, the signed-on user must be the same as the User ID in order to add or maintain transactions. This bit is not supported in the legacy GGMU application. (Note: This bit is automatically set to Yes during the conversion to Level 26 software.)
751— Document scanning feature - access to the document linker is allowed. This bit is for Document Scanning users only, and allows both linking and unlinking.
752— Document scanning feature - ability to make/save document annotations. This bit applies to Document Scanning users only.
753— Document scanning feature - access to the document archive viewer. This bit applies to Document Scanning users only.
754— Ability to enter unusual usage. This bit applies to ITR users only.
755— Ability to enter lost sales. This bit applies to ITR users only.
757— Ability to view bankcard number in QuickRecall. This bit controls the ability to view the bankcard number from the Misc menu of the QuickRecall Document Viewer.
758— (MO)Gift/Cash Card - ability to cancel out of gift card activation. If the option Force Gift/Cash Card Activation (ID# 5980) is set to Yes in Options Configuration, set this bit to No to require a managers override to abort the activation process for gift cards. Or, set this bit to Yes to allow the user to abort the activation process without a managers approval.
759— Access the Catalog Report (RCAT). This bit allows access to RCAT to report items added to inventory via the Catalog or POS. If this bit is set to No, the user will not have access to the report.
760— View Role-Based Security settings. This bit allows access to the Role-Based Security viewers and maintenance function.
761— Update Role-Based Security settings. This bit controls the ability to add, change, or delete Role-Based Security settings.
762— Access Hourly Sales Report (RHS). This bit allows access to the new Hourly Sales Report. If this bit is set to No, the user will not have access to the report.
763— Ability to enter buyouts? This bit allows the clerk to enter a buyout.
764— Ability to enter direct ship line items? This bit allows clerk to enter a direct ship line item by marking the item as Direct Ship in the Additional Info screen.
766— Allow price override on Bill of Material Header in BOM Posting. This bit allows a POS clerk to manually override a Bill of Materials (BOM) header price in the BOM posting screen. This bit functions independently of price override bits 565, 566, and 647.
818— View/Add/Change SSN in Customer Maintenance. This bit controls the ability to see or change the Social Security Number field in Customer Maintenance (MCR). If this bit is set to No, the field will be inactive and will always display as blank even though it may contain a social security number. (Note: This bit is automatically set to Yes during the conversion to Level 27 software.)
The following explains the changes to the original, non-windows Eagle system (also known as "legacy").
Bank Card numbers (including credit, debit, and gift cards) are now masked in the totals display of QuickRecall if the field Mask Credit Card Number on Customer Receipt? in MIV is set to B (both customer and store receipt). If you want certain users to be able to view bank card numbers in Quick Recall, assign them the new security bit 757 "Ability to view bankcard number in QuickRecall." This bit allows them to view the Bank Card number by pressing the Run key.
(Ace or True Value Catalog users only) A new utility called CATDIF generates a report (which can be added to an EOD queue) that compares the item in the catalog to the item in Inventory Maintenance and reports if there is a difference in any of these fields: Order Multiple, Standard Pack, Pur U/M, and Stocking U/M. When a difference is found, the report lists all four values and puts an asterisk next to the ones that differ.
The OST Maximum Wages field in the Payroll application has been expanded from 99,999.99 to 999,999.99.
The Loyalty Sales by Clerk report (RLC) now has an option to print cash sales only. When you select this option, only cash accounts (account numbers preceded by an asterisk) print on the report. (Note: if you ran out of cash accounts and the Next House Cust No field in your loyalty constants screen (HCC, TVC, or TAC) is being used to assign new loyalty accounts, these accounts will be considered as cash accounts as well.)
Retain the Promotion Pricing File (REPM) on Your System
The True Value Promotion Pricing Report (REPM) has the new Option R to retain the promo file after processing. This new option lets you control when the transmitted file from True Value is deleted from the Eagle system. For example, if you are a multistore customer and you want to promote different sections of the promotion in your various stores, those stores could run REPM with Option R to retain the file for the other stores to use. Then the last store could run REPM without Option R to delete the file. The file can be also be deleted using Delete Promotions on the True Value Telecommunications Menu, or the system will automatically delete the file after 90 days.
Print Extended Sales History on the Market Item Download Report (RMD)
The True Value Market Item Download Report (RMD) now allows you to print extended sales history by using any or all of the three new options on the report: Print This Years Sales?, Print Last Years Sales?, and Print Promotion Sales?. You can also use the existing Period Sales? option along with any of these three new options.