Automatic Backorder Fill. This new feature for Customer Order Management (COM) users allows you to use the Open Order File Report (ROO) to automatically fill backordered merchandise on customer's orders. You can print individual or consolidated backorders as a pick ticket, and/or they can be batch-invoiced. This feature is particularly useful if your business receives a high volume of returns, so that when quantity on hand goes up due to a return, the available quantity can be immediately allocated to backorders. In addition, if you use Stock Transfer Balancing, available quantity on hand that gets moved between stores can then be allocated to backorders.
Variable month-end close. This new feature is a purchase option that allows you to calculate accounts receivable document due dates based on variable month-end statement close dates you assign. To use this feature, you must set up a terms code in Terms Maintenance (MTM) using the new choice of VM in the DUE DATE and CLOSING DATE fields. You set up the variable close dates in Options Configuration by selecting Misc Menu choice J “Variable Month-End Close Maintenance.”
New Local Loyalty feature. Now you can create your own loyalty program in lieu of participating in a coop's loyalty program. With Local Loyalty, the Eagle system collects data from customers' purchases, allowing you to reward frequent shoppers with loyalty points. When a customer has signed up for your Local Loyalty program, they receive a card with an identification number. The customer presents the card whenever they make a purchase, and the items he/she purchases are linked to his/her Loyalty card number. When a customer accumulates a pre-defined number of points, they receive dollars on an in-store gift card that they can use toward future purchases. In-Store Gift Cards can be tied to the loyalty account and updated automatically. You can view a customer's points (and manually change them if desired) in Customer Maintenance and in the customer detail dialogue in Point of Sale. Loyalty points are updated daily at the end of day so the dialogue shows points as of the last update.
New Price Formulas feature. Price Formulas are a powerful tool because they allow greater flexibility and granularity in controlling the pricing of merchandise in your Inventory. Typically you would use price formulas to customize the prices you receive electronically from your supplier(s). Conveniently, when creating price formulas, you can build on previous calculations; for example, you can calculate Price 1 as 10% above Retail and then calculate Price 2 at 50% Gross Profit above the newly calculated Price 1. Thus, in this way, they work similarly to using the "PC Option 1" screen of RPC (also known as the "flexible pricing screen"). However, price formulas go far beyond the capabilities of other price calculations in RPC because price formulas offer more flexibility and a greater number of calculations. When prices are calculated using price formulas, the system looks at each SKU and matches it against the different criteria of every price formula on the system to find which formula has the most number of matches for that SKU, and then applies that formula to the SKU. In addition, unlike RPC calculations, price formulas are saved on the system, thus they can be used repeatedly.
POS Adders by customer. The POS Adder feature has been enhanced to give you more control to determine, by customer, whether or not totaling a POS transaction prompts the clerk to post an adder. In addition, you can now define up to three pre-selected adders for a customer so that these adders automatically display in the POS Adder Selection dialog when processing a transaction for that customer.
Tax rounding enhancement for Maryland businesses. The Rounding flag in Tax Maintenance has the new choice 4 = Round up from .nn01 thru .nn99 to the next penny. This addresses Maryland’s tax rounding up from .nn01 thru .nn99 to the next penny.
New option 9254 “Contents of the Check # field on payments.” On the A/R Flexible Report (RFR), this option determines what prints in the Check number field for payments. Possible settings include: 1= (the default setting) print the check number when paid by check, otherwise print the journal number of the payment, 2= print the check number when paid by check, otherwise don't print anything in this field.
New Sales Transaction Register Report (RTR). The purpose of this new report is to summarize the sales activity that occurs on the Eagle system over a specified period of time. RTR uses the records in the Daily Journal Viewer. You must have security bit 903 to run this report. If desired, you can assign a default report view for this report in new option 4471 “RTR default report view.” All the available print sequences produce a transaction summary section that contains Accounts Receivable Transaction Summary, Sales Totals Summary, Sales Detail Summary, and Taxable Amount Summary. Each print sequence contains particular sections:
For print sequences 1-Document Number and 2-Document Date, the report contains sections for Invoices/Credit Memos, Payments, Adjustments, and Service Charges. Each of these sections has a separate transaction count and subtotal.
For print sequences 3-Customer/Document Number and 4-Customer/Document Date, the report has a single combined section that includes all of the Invoices, Credit Memos, Adjustments, Payments and Service Charges.
For print sequence 5-Counterman, the report combines all of the transaction types ( invoice, credit memo, etc) into a single section that is sub-totaled by counterman.
Customer Order Management (COM) enhancements:
Automatic Backorder Fill allows you to use the Open Order File Report (ROO) to automatically fill backordered merchandise on customer's orders. You can print individual or consolidated backorders as a pick ticket, and/or they can be batch-invoiced. This feature is especially relevant if your business receives a high volume of returns, so that when quantity on hand goes up due to a return, the available quantity can be immediately allocated to backorders. In addition, if you use Stock Transfer Balancing, available quantity on hand that gets moved between stores can then be allocated to backorders. Only order transactions are eligible for this feature, and such orders must have at least one item on backorder. You can indicate that the ROO should only consider backorders that can be fully filled, or to also consider backorders that can only be partially filled. You can also select to batch-invoice backorders.
Existing option 5456 “Display Source Menu When?” has new setting T = If the item has insufficient quantity, go directly to the "Transfer From" Window. This setting is particularly useful if all sourcing for out-of-stock items is accomplished by transferring from another store on the system. With this setting, the system bypasses the Source Menu and goes straight to the "Transfer From" dialog where you can enter the transfer "from store," transfer quantity, and ship via information.
New option 9238 “Default From Store to a specific store group or all stores?” This option only applies to "Sourcing by Transfer" and determines if the 'From Store' is all stores or a subset of stores.
G (the default) = the list of stores to which items can be transferred include the stores in the group assigned in option 8377 "POS Inventory Store Group" for this store. When set to G you can allow the clerk to select a store outside of their group with security bit 901 "Allow transfer from outside store group." Note: If this option is set to G but no store group has been defined in option 8377, then the list will include all stores.
A = the list of stores to which items can be transferred includes all stores.
Note: You can also use option 5455 "Default From Store when sourcing by Transfer in POS" if you want to specify a store as the default "From Store."
New option 9270 “Should the transfer shipping comment print on a customer's order?” This option applies to sourcing an item on a customer order by transfer, or sourcing the entire order by transfer. It determines whether or not the transfer shipping instructions print on the customer order and invoice (defaults to Yes). Note: The shipping instructions always print on the transfer.
New option 9233 “Default for Transfer 'From' Store.”
L=POS Lockin Store. The transfer 'From' Store defaults to the POS Lockin store. Use this setting if your business practice is that only the "from" store is allowed to create a transfer. If this is your business practice, then you need just one transfer customer for each store to which merchandise can be transferred. Place that store in the "Transfer To Store."
T=Transfer customer's Store Account Opened. The transfer "From" Store will default to the transfer customer's Store Account Opened field. If you allow either the "from" or the "to" store to create transfers, set this option to T and make sure you have a transfer customer for each from/to store combination where the "from" store is the Store Account Opened and the "to" store is the Transfer To Store.
Notes:
The "To" store always defaults to the transfer customer's "Transfer To Store."
This option only applies to manually creating a transfer in POS. It does not apply to transfers created from the Source Menu (COM users), nor transfers created from the Centralized Distribution or Stock Transfer Balancing features. These features require a transfer customer for each from/to store combination. If you have the appropriate transfer customers setup in Customer Maintenance (per the above guidelines), then set option 5031 "Display Transfer From/To Store window in POS" to No to save a keystroke.
Delivery Dispatch System (DDS) enhancement. The POS header's Ship Via is now available on Special Orders as well as Orders. As long as Option 5111 "Use Ship Via's in Order Entry" is set to Yes, the Ship Via hyperlink on the POS header screen displays, as does the header menu’s choice M “Shipping Options.” (Note: Option 5111 can only be set to Yes if option 76 is Yes, or option 8780 “Delivery on System” is not set to None.)
Enhanced Forms have a new sort order available. It is choice D, "Dept\class\fineline\sequence number” on the existing options 7505 for Estimates, 7525 for Orders, 7545 for Invoices, 7565 for Credit Memos, 7585 for Transfers, 7625 for Receiving Pick Tickets, and 7665 for Backorder Pick Tickets.
Change to existing option 3513 “Check for customer's open orders at start of new transaction.” This option has been modified so that if the customer number entered in the header is a transfer customer, the system will check for and display the list of status R (request) or S (Shipped) transfers for that customer.
Assign a vendor and PO number to a set of items all in one step. For special order items, there is a new posting menu option D “Assign Vendor/PO# to selected items.” This is available on Orders (if COM is enabled) or Special Orders (if COM or Advanced Special Orders is enabled). This gives you the ability to assign a vendor and PO number to a set of items all in one step. For example, if you use Andersen IQ to bring the line items into a special order, you can take a range of lines or check-mark the lines and assign them to a purchase order in one step. After selecting D, a dialog displays where you can designate the lines which should be assigned the same vendor and PO number. Next, you enter the Vendor and an existing PO number (or you can set the PO Number to RSRV to have a new PO created and assigned to each of the items). Alternatively, you can enter BUYER to have the items appear on the Buyer’s List.
Notes:
A shortcut is available. If you turn on checkboxes in the posting grid, check the desired items, and select Menu option D and then select either choice 1 or 3, the check-marked lines are automatically filled into the subsequent dialog.
If one of the lines already has a specific PO number assigned or the PO number is set to NONE, Misc Menu option D will skip it.
You can use option D when creating or maintaining a PO.
Option D is supported on Orders (COM) and Special Orders (COM or Advanced Special Order), but NOT on Estimates.
If you use Customer Order Management (COM) (Option 76=Yes), on Orders the system will automatically backorder the item.
New option 9262 “Minimum amount for Check Guarantee”. Use this option to set the minimum amount a check must be before a Check Guarantee is processed through Protobase. Checks lower than this amount are automatically approved with the authorization code set to "LA{random 4 digit number}" in which LA stands for Local Authorization. This minimum amount does NOT apply to the "Bad Check Verification" feature in POS when option 8276 "Perform "Bad Check" validation at POS is set to Yes. All checks regardless of the amount are subject to the bad check verification step.
Note: If you want to exempt a particular customer from check verification, set the "Exempt from Check Verification" field to Yes. You access this field from the POS hyperlink of Customer Maintenance's Main tab.
QuickRecall enhancement. The QuickRecall window has a new Trx Codes column, which displays the header transaction codes from an invoiced Order, Special Order, or Estimate.
New option 9278 “Display Quotes on POS Signon.” If the existing Option 5123 “Display Suspended Transactions on POS Signon” is set to Yes, you can now choose to include not only suspended transactions but also quotes/estimates in the Suspended Transactions dialog. To include quotes/estimates in the list, set this option to C or S.
C = Include quotes/estimates for current clerk and the current store
S = Include quotes/estimates for all clerks in the current store
N = (the default setting) Do not display quotes/estimates on POS signon.
This option does not apply to POS Header Menu Option 7 “Recall suspended transactions.” There is a limit of 60 transactions that can display in the suspended transaction dialog, with suspended transactions listing first, and quotes/estimates following. Unlike suspended transactions with option 5123 activated, the POS clerk is not warned about open quotes/estimates when exiting or changing users in WinPOS. Also note that this option is not supported in Offline POS.
The entire Long SKU now prints on receipts. If your system uses Long SKUs (Mode 2), receipts now print the entire long SKU. Before this change, long SKUs were truncated on the receipt. Now, the receipt prints three lines per item: The first line prints the sku; the second line prints the quantity sold, UOM, and price per UOM; the third line prints the description and extended price.
Four enhancements to the POS Posting Menu’s “Enter Additional Information” dialog:
New option 9296 “Show Addt'l Info hyperlink in posting area” can be set to Yes to show the Addt’l Info hyperlink in the posting area of POS. Previously this hyperlink was only shown in posting for an Order with Customer Order Management (COM) enabled. Set this option to Yes if you want this hyperlink to display in the posting area for a quick way to display the Posting Menu's "Enter Additional Information" dialog. This hyperlink displays on Sales, Credit Memos, Orders, Special Orders, Estimates, Service Orders, and Transfers. Refer to related option 9297 "Fields to display in the Enter Additional Information dialog.”
New option 9297 “Fields to display in the Enter Additional Information dialog” Check -mark each field that you want to display in the Posting Menu's Enter Additional Information dialog. If you leave this option blank, the Enter Additional Information dialog will be greyed out. The fields from which you can choose include: 1=Code 1, 2=Code 2, 3=Code 3, D=Delivery Date, E=Direct Ship, L=Location, M=Loading Required, R=Sales Representative, S=Ship Via, T=Suggested price, U=Unusual Usage, and V=URL.
Note: Even though certain fields may be selected in this option, not all of these fields will show. The following fields will only display in the Additional Information dialog if the following are true:
Codes 1 - 3: option 76 must be Yes and security bit 790 must be Yes
Delivery Date: option 76 must be Yes
Direct Ship: option 5471 must be Yes, option 76 must be Yes, and security bit 763 must be Yes (not available on Estimates)
Unusual Usage: option 43 must be Yes, option 3097 must be Yes, and security bit 754 must be Yes.
Sales Rep: option 9299 must be Yes
Ship Via: option 5111 must be Yes
Sugg Price: option 2501 must be 3
Loading Required: option 160 or option 3119 must be Yes
URL: option 9290 must not be blank
The new field Sales Rep has been added to the Additional Information dialog. It displays if option 9299 “Show Sales Rep field in the POS header” is set to Yes. The ability to change the Sales Rep at the line-item level requires security bit 905 “(MO) Ability to change the Sales Rep field in POS.” Without this bit, a manager override is required.
You can put a URL in the Additional Information dialog. This requires setting up option 9291 “URL's Title in POS Additional Information' dialog” and option 9290 “URL in POS posting area's Additional Information dialog.”
Enhancement to the Vendor Rebates feature. In the new option 8848 “Rebate Plan to use when none assigned to customer,” enter a Rebate Plan that POS should use when the transaction's customer does not have a Rebate Plan.
New option for retaining voided transactions. Option P (purge) has been removed from the Voided Transaction Report (RVT), while the nightly maintenance purge for RVT is still in place. New option 108 “Days to keep Voided POS Transactions” has been added so that you can set up the number of days to retain voided transactions. This new option defaults to 120 days.
New option 9298 “Suppress Locked Out users in certain user dropdowns.” Set this option to Yes to suppress users whose Locked Out flag is set to Yes from displaying or being selectable in the POS Sales Rep and Technician drop-downs. Note: The Locked Out flag only applies to users who are set up with High-Security Passwords. A user is automatically locked out after several failed login attempts in a short time period. A user can also be manually set to locked out if they are no longer employed, but you want to keep them on file for historical purposes. The Sales Rep field applies when option 9299 “Show Sales Rep field in POS” is set to Yes. The Technician field applies when option 1093 “Service and Repair on System” is set to Yes.
Lost Sales enhancement for ITR users. Lost Sales that are posted in POS are now added to ITR with the customer’s selling price rather than the retail price. This gives you a more accurate picture of the actual lost sales.
New “Order Printed?”column in the POS Order Viewer. This column is populated with a Y any time an order has been created or modified, and then printed. This includes using "Save and Print" from the Finish Order menu, using the "Save Order with Print" options from the tenders screen when option 8203 is set to Yes, and when an order is partially invoiced either using posting menu option 3 (Partially Invoice Order) or when invoicing an order that has backorders. This flag sets to yes the first time an order has been printed; adding subsequent items does not change the flag back to No. This column populates with the value N if an order has been created or modified but has not been printed or invoiced against yet.
New column in the Deposit Activity Viewer. The column for the “MCR Customer Name” has been added to this viewer.
New ability to add a ship-to account within POS. This ability is controlled by the new security bit 909 “Add Multiple Ship To accounts in POS.” If this security bit is set to Yes, the clerk will have access to the “Add Ship To Record” choice in the Misc Menu of the Multiple Ship to Viewer within POS.
New option 9373 “Print backordered amount comment line on orders/invoices?” Set this option to Yes if you want the comment line "XX.XX Backordered" to print on orders/invoices when the item has a backordered amount. Otherwise set this option to No. You would typically want to set this option to No if using an enhanced form that includes a Backorder Quantity column.
New option 5496 “Languages on PinPad.” The RBA versions of the Ingenico en-touch 1000, i6550 and I 6580 pin pads have the ability to display in multiple languages This option controls which languages are available on the device (note that this option does not work if option 5498 "Default PinPad to Swipe First" is set to Yes).The various settings of this option cause the various language buttons to display on the device. Selecting a specific language button causes the pin pad to prompt users in the selected language. English is always the default language. If a customer swipes their card without having selected a language will cause the device to default to English.The various option settings control the language on the device as follows:
1 = English only. The pin pad only displays English to the consumer. Since only one language has been selected the user will not see any language buttons.
2 = English and Spanish. The pin pad displays two language buttons, English and Spanish. If the consumer swipes the card without selecting a language, English is used.
3 = English, Spanish and French. The pin pad displays three language buttons, English, Spanish and French. If the consumer swipes the card without selecting a language, English will be used.
Note that if the device is set up to use a consumer display, the language buttons have no effect on how consumer display information displays.
Ability to import a CSV file as a promotion. You can now import a CSV file in order to add promotion pricing to Modify Item Promotions (MIP). To use this feature, an Epicor representative must set option 1082 “Import Promotion into MIP from CSV File on System?” to Yes. Note: this feature is not currently supported for Mode 2 (Long Sku) or 3 (Line/Part) .
The CSV file must have the following columns:
SKU
Description - may be left blank, not used on import but could be handy in Excel
Promotion Price - leave blank for % off or $ off
Percent Off Retail (0-99, 10=10% off) - leave blank for promo price or $ off
Amount Off Retail - leave blank for promo price or % off
User Code 1 - optional
User Code 2 - optional
User Code 3 - optional
User Code 4 - optional
Eagle Store - optional
Promotion Type - optional
Start Date - optional
End Date - optional
Only one of fields 3, 4, and 5 should be filled in. Fields 6-13 can be left blank and they will be filled in by the import process.
New method to update * (asterisk) type matrix prices for Lumber on System users. Display the item in Inventory Maintenance, and on the Pricing tab, in the GP% column, enter the gross profit percent for each of levels 1 – 5, and press Change. The system will recalculate the * type matrix prices based upon the GP% entered and the item’s cost (the cost used is based on option 102 “Cost Used In Calculations”). The new calculated price is then rounded to three decimal places.
Change Item Number (RCIN) enhancements.
When using the Standard Method, you can now use option U “Load old Sku to MUPC” which previously was only available on the Custom and Prefix Character methods of RCIN.
Two new report options, “Set New SKU’s Discontinued flag to No” and “Do not keep old SKU’s alternate part numbers,” have been added to all three RCIN methods (STandard, Customer, and Prefix Character).
RCIN will now change/combine for these newer file types that contain SKU: 1) Dynamic Promo files ISX, DPAI, ICLD, 2) Sold Serial # history file SSH, and 3) Lead Times file SIF/ILT.
Previously when doing a Combine, RCIN deleted the Promotion History (XS file) for the old SKU. RCIN no longer does this. Now the system records the promo history of the old SKU under the new SKU.
New option 9124 “Thumbnail in Purchasing & Receiving shows Catalog Page or Overstock?” This Purchasing option determines if the thumbnail view displayed in Purchasing & Receiving shows Overstock in Other Stores instead of Catalog Page. Option 5 "Display Suggested Order Info (RSO thumbnail) in Purchasing?" must be set to Yes to use this option. If you want the thumbnail to show Catalog Page, set this option to 1. Set this option to 2 to see the amount of overstock in other stores. Overstock in other stores is based upon the stores contained in the store group entered in option 8377 "POS Inventory Store Group" for that detail line's store. If option 8377 is blank for that store, then Overstock is for all stores.
New option 9126 “Calculate and display Total Overstock in the posting grid?” This new option applies only when option 8285 "Display the PO create/maintain posting grid in expanded format?" is set to Yes.
Setting this option to Yes tells the system to calculate the overstock in other stores for each item on the PO and place it in the Total Overstock column of the posting grid. from the PO header screen to go to posting (on a non Status R PO). You can also use the Refresh button on the toolbar to refresh this column. The stores included in the Total Overstock calculation is determined by the store group defined in option 8377 "POS Inventory Store Group" for that detail line's store. If option 8377 is blank for that store, then Total Overstock is for all stores. Note that using this option can impact performance on a large PO, especially on a system with many stores. If you find that loading this grid is taking too long, the solution is to set this option to No.
New Buyer’s ID field in Vendor Maintenance. In this new field on the Ordering tab, enter the user name of this vendor’s buyer. The Suggested Order Report (RSO) will enter this Buyer on the PO if the Buyer’s ID field on RSO's PO Header page is left blank.
Enhancement for Purchasing. New option 9375 “Default cursor to Stocking Units or Purchase Units” with the choices: S = Stocking Units (the default) and P = Purchasing Units. This option applies to creating, maintaining, and receiving a PO. Set this option to S if you typically enter the ordered and received quantity in stocking units (cursor in the “Order Qty (Stk) field). Or set this option to P if you typically enter the order and received quantity in purchasing units (cursor in the “Order Qty (Pur) field).
Buyer’s List improvement. The Buyer’s List now allows you to assign a "P" status (partially received) purchase order to a special order item on the Buyer’s List. Prior to this change, you could only use a status "F" PO.
New option 3587 “ROA - Posting order when applying a payment across all jobs.” This option only applies when posting payments or credits across jobs (job = ALL) for an open item customer, specifically when the clerk has selected more invoices than the check amount will pay.
D = Document Date. The invoice grid re-sorts in document date order and the payment is applied in that order from oldest to newest.
J = Job Number. The invoice grid remains sorted in job number order and the payment is applied in that order. This means the payment is applied against all job 0 invoices first, then all job 1 invoices, then all job 2 invoices, etc.
Regardless of how this option is set, the Open Invoices grid initially displays in job number order. This option affects what happens after you select the invoices for payment and press Post or Enter.
New option 3588 “ROA - allow selection of multiple unapplied documents.” This option only applies when posting unapplied payments and credits for an open item customer.
O = One at a time (the default setting). Unapplied payments and credits are selected one at a time and applied to one or more invoices. Additionally, once an item is selected from the unapplied document tab, the invoice grid automatically displays.
M = Multiples. Checkboxes are available in the unapplied documents grid. You can select multiple unapplied payments and credits using the row's checkboxes. Once you select rows, you must click on the Invoices tab where the system treats unapplied documents as a group that can be applied to one or more invoices.
New option 9254 “Contents of the Check # field on payments”. This option determines what prints in the Check Number column for payments on the A/R Flexible Report (RFR).
1 = Check number when paid by check, otherwise uses the journal number of the payment (this is the default setting).
2=Check number when paid by check, otherwise it will be blank.
Existing option 3524 “Number of months of invoices to print on collated statements” can now be set to a value of 997 to tell the Statement Report (RSM) to print all unpaid invoices dated within the start and closing dates you enter when running this report.
Add Orgill items during ERP. Orgill ERP now has an option to add items to your inventory file if an item on the incoming ERP is not currently on file. The system adds the items using information from the Eagle Orgill Catalog. Note: You must have the Orgil. Catalog on your system to use this option. You must also have the Maintain Catalog Constants (MTCC) window set up for the Orgill catalog.
New option 9264 “Multiple Time Zones on System.” With this option set to Yes, POS supports local transaction time for Point-of-Sale transactions. The local time is calculated by adjusting the Eagle server time by a fixed number of hours controlled by option 9265 "Local Time Zone offset from Eagle server time in number of hours" (see option 9265, below).
Option 9265 “Local Time Zone offset from Eagle server time in number of hours” is where you enter, by store, the time offset from the server. Enter the time offset in hours. A value of 2 indicates the local time is two hours later than the Eagle server. A value of -3 means the local time for this store is three hours earlier than the Eagle server. For example, if the server is in eastern standard time (EST), you would enter -1 for a store in central standard time (CST), -2 for a store in mountain standard time (MST), and -3 for a store in pacific standard time (PST).
Note: Arizona and Indiana require manual adjustment when daylight savings time changes.
Document Scanning enhancement. The new option 3526 “Default Document Type for document scanning” allows you to define the default for the Document Type field in the Acquire dialog of the Document Scanning Queue function. Previously, this field defaulted to Other, and if you changed it to Customer Invoice, each time you pressed Aquire it was reset to Other, making it difficult to ensure that documents import as the correct type. This option allows all "kept by" methods (system, store, user, and terminal), and defaults to "by user," which means an accounts payable clerk can have it default to Vendor Invoice, an accounts receivable clerk can have it default to Customer Invoice, etc. The choices for this option are:
A = Backorder Pick Ticket
B = Customer Credit Memo
C = Customer Invoice
D = Customer Order
E = Customer Special Order
F = Estimate
G = Inventory Item
H = Loading Ticket
I = Mixed
J = Notifications
K=Other
L=Packing List
M=Pick Ticket
N=Purchase Order
O=Transfer
P=Vendor Invoice
Note: If you override the Document Type (change it to another type), that type is retained for that session of running the Document Scanning Queue.
Document Archive Viewer improvement. The Lookup button is now greyed out if option 49 “Eagle for Windows document scanning feature on system” is set to No. In addition, the existing lookup called “by SKU/Vendor/PO” has been renamed to “Scanned Docs – by SKU/Vendor/PO” and this viewer's title bar has also been renamed to 'Viewer – Document Archive Scanned Documents by SKU/Vendor/PO.'”
Enhancement to the INITAVG utility. The Osprey utility INITAVG now allows entering a Class so that you can initialize average costs on items for a single class.
New Osprey utility QRTRXCNT. This utility reports to the screen the document count for each range of journal numbers and invoice numbers for a given store. It allows you to determine if there is a range of numbers with low usage so that the MIV journal number and/or invoice number range can be changed to a more open range to avoid getting duplicate document number assignments. Note that this utility can take a number of minutes for it to process.
Three new options to help determine if an email recipient received their emailed document, such as a PO, Statement, Invoice, or Order/Estimate. The options are 9191 “Blind copy email address for emailed Purchase Orders”, 9192 “Blind copy email address for emailed Statements”, 9193 “Blind copy email address for emailed Invoice & Orders.” In these options, enter an email address that will receive a blind copy (BCC) of the emailed document. A valid email address is of the form name@domain.net.
Note that in the case of POs, the BCC email address helps confirm that a given purchase order was emailed, but does not confirm that the vendor received their email. Also note that if you want to specify a separate in-house email address for each vendor, use Vendor Notes and follow the BCC convention (where the "Joe Smith" name portion is optional): email:joe.smith@xyz.comIJoe SmithIbcc
You can specify a default email domain in option 8707 and then set up options 9191-9193 with only the name portion of the email address. For example, if you specify 'my.domain.com' as your default email domain, and then in option 9191 you enter "joe.smith," the email address used for option 9191 will be 'joe.smith@my.domain.com'.
New options 3123 “Include store name on emailed statements” and 3125 “Include store name on faxed statements.” Set option 3123 and 3125 to Yes if you want to include the store name on emailed and faxed A/R statements, respectively. Setting these options to Yes is only necessary if option 260 "Print Store Name on Statements" is set to No, and you are emailing or faxing statements without a logo file and need the store name to print in the statement header.
Deli label support is available in Eagle for Windows POS. Set option 120 "Support for Deli Label" to Yes. See the job aid "Deli Label Setup" for setup instructions.
Eagle Alerts enhancements.
The “Backup Failed” alert will now be given not only if backup itself fails, but if the system is unable to run the Shutdown process (of which backup is a part). The Notes field of the alert will display the reason why Shutdown failed to run (which is typically due to a report that is still running).
A new alert, “Hardware Failure,” is available on systems that have raid arrays or redundant hardware (i.e. Dell PowerEdge Servers). This new alert is displayed when the system detects a hardware failure during nightly maintenance. Failures reported include the system‘s fans, power supplies, and raid drives.
Note: Beginning on release 19, any user that is set up to receive the “Eagle System Error” alert will automatically receive (or receive by email) the two alerts described above.
New option 7308 “Days to keep Cash Drawer Balancing Viewer information.” This option controls how long cash drawer balancing data is stored. This option defaults to 999 days.
Document Scanning Queue enhancement. The Document Scanning Queue has a new “All/None” toolbar button (its keyboard equivalent is <Ctrl+A>). This enhancement allows you to check-mark all items in the grid with one single keystroke so that you can then press Archive to add all check-marked rows to the Document Archive. This new button toggles between checking the items in the grid to un-checking the items in the grid.