Setting Up Options and Defaults for Enhanced Fax

Use the following procedure to set up the printer (in MPS), the options (in Options Configuration), and defaults (per customer in Customer Maintenance) that apply to the Enhanced FAX application.

• Printer setup in MPS

• Options configuration

• Customer defaults

• Setup complete option

Printer Setup

1. In Network Access at the Function prompt, type MPS and press <Enter>.

2. Decide which printer number you will use as the Fax Network Printer. At Printer Number, type that number and press <Display>.

3. At Printer Type, type E and press <Change>. A message, Record changed, displays at the bottom of the screen.

4. Press <Next Screen> to display the next screen of MPS.

5. At Server IP Address, type the IP address of the PC with the Adobe PostScript driver installed. To determine the IP address, do the following:

• From the Windows desktop, click Start and then click Run.

• In the Run dialog, at Open, type CMD and click OK. A DOS window displays.

• At the C:\> prompt, type IPCONFIG and press Enter. The IP address displays.

6. At Printer, type E4WFAX (same name used when installing the PostScript driver). Or, if you selected an existing Network Printer that already has a name, leave the existing name. If you use an existing Network Printer, make sure that printer’s Listener is on the same PC that has the PostScript driver installed.

7. Press <Change>. Press <End> to exit MPS.

8. Activate the Eagle Listener program. To do this:

9. From the Eagle Browser, click Utilities. Click Network Configuration.

10. Click the check box for "Is this PC a Network Printer Server?" to place a check mark in the box.

11. Click Apply. Click Start Listener.

Options Configuration

1. Open the Eagle Browser and Display the Options Configuration window.

   1) From the Eagle Browser, click System Management Menu.
   
   
   
   2) From the System Management menu, click Options Configuration Menu.
   
   
   
   3) From the Options Configuration Menu, click Options Configuration.
   
   

2. Set the Subsystem field to ALL and set the Options field to All Options. Click Display. Double-click the Description column header to display the options in alphabetical order. Review all of the following options that apply to Enhanced FAX and set the Current Value column to the desired setting for your business.

3. (ID# 5045) Always display POS FAX dialog when faxing

   Y = Automatically display the Eagle for Windows POS FAX Transmission window when the user enters Eagle for Windows POS Totals. The clerk can press Enter to accept the FAX parameters and FAX the transaction or click Cancel to abort the FAX when the transaction completes.
   
   Note: The Invoice field in Customer Maintenance (MCR), on the Misc tab, must be set to Y in order for the Eagle for Windows POS FAX Transmission window to automatically display in POS Totals.
   
   N = Do not display the Eagle for Windows POS FAX Transmission window when the clerk enters Eagle for Windows POS Totals. The clerk can display the Eagle for Windows POS FAX Transmission window from the Totals Menu in order to modify any of the FAX information. When the Eagle for Windows POS transaction completes, the system will automatically FAX the transaction.

4. (ID# 3374) Default buyer signature when faxing or printing from RPO (Signature Capture users only)

   This option determines which electronically stored buyer’s signature will print or FAX on a Laser PO if the buyer that was used on the purchase order does not have a signature on file. The value entered in this field must exist in the User Record File (MUR).
   Leaving this option blank will print or Fax purchase orders with electronically stored buyer’s signatures for the buyer specified on the purchase order. If the buyer does not have an electronic signature on file, no signature is included.
   Entering a user name in this option allows the system to use his/her signature in cases where there is not a signature on file for the buyer on a PO. The system will use buyer's signature for this user for purchase orders printed or faxed from the Purchase Order Format Report (RPO).

5. (ID# 5041) FAX cover page

   Y = Transmit cover page. Each time a FAX is generated from POS or RPO for Windows, the system defaults the Cover Sheet option to Y. This value can be overridden in the Eagle for Windows POS FAX Transmission or RPO FAX setup window.

   N = Omit cover page. Each time a FAX is generated from POS or RPO for Windows, the system defaults the Cover Sheet option to N. This value can be overridden in the Eagle for Windows POS FAX Transmission or RPO FAX setup window.

   Blank = Use the value in the FAX Application Cover Page, which you specified during the FAX software installation.

6. (ID# 5042) FAX network printer number

   Enter the MPS printer number that identifies the Eagle Network printer to which Eagle for Windows POS will submit FAX requests. This is the Eagle Network printer that you set up in the previous section, Printer Setup. This printer is attached to a PC with the Eagle Listener program running and the Adobe PostScript driver installed.

   Note: This option only applies to POS. Purchase Orders and A/R statements use their printer/spooler entry to process FAX requests.

7. (ID# 5048) Include store name on pre-printed laser forms for Fax

   This option is relevant if all three of the following apply to you: 1) you use pre-printed invoices, 2) option #50 "Print Invoice with Store Name (Y/N/E)" is set to No, and 3) you are FAXing invoices without a logo file. Set this option to Yes so that the system includes the store name when you FAX an invoice.

8. (ID# 5043) POS FAX memo file

   This option allows you to incorporate an Eagle Editor file (from Legacy) into the Eagle for Windows POS FAX Memo field. Each time the Eagle for Windows FAX Transmission window displays, the contents of the Editor file displays in the Memo field.

   Leave this option blank to not have an Eagle Editor file automatically posted into the Eagle for Windows POS FAX Memo field.

9. (ID# 5040) POS FAX time

   This option allows you to specify a time for POS Faxes to be transmitted on a daily basis. The FAX queue will store the requests and begin transmitting when the specified time has been reached on the Eagle server. In the POS FAX Transmission window, you can enter a new time or leave the field blank to have the FAX transmitted immediately once the POS transaction has been completed. The FAX Time field is located in the POS for Windows Fax Transmission window.

   If this option is blank, POS will default to transmit transactions as soon as they are completed. However, you can still enter a FAX time for specific POS transactions.

10. (ID# 3370) Print and fax buyer signature on purchase order (Signature Capture users only)

    Y = Electronically stored buyer's signature prints on laser and faxed purchase orders.

    N = Do not include buyer's signature on laser and faxed purchase orders.

11. (ID# 5044) Print one copy when faxing from POS

    This option only applies if you are using laser invoice printers.

    Y = Eagle for Windows POS prints only one copy of the Eagle invoice if the invoice has been Faxed, regardless of how many copies are specified to print in Device Configuration.

    N = Eagle for Windows POS pritns the number of invoice copies specified in Device Configuration on Faxed transactions.

12. (ID# 3348) Record "FAX failure" alerts

    This Alert option determines if you want the system to generate an alert if a FAX fails to transmit.

    Y = An Alert will be generated each time a FAX request fails to transmit. The Alert includes the time of failure, the FAX request ID, and reason for the failure.

    N = FAX Alerts for transmit failures will not be generated.

3. Click Change to save your entries.

Customer Defaults

1. Display the Customer Maintenance window.

   1. From the Eagle Browser, click Accounts Receivable Menu.

    

   2. From the Accounts Receivable Menu, click Customer Maintenance.

    

2. Display the customer whose defaults you want to set up. Click the Misc tab and locate the Fax POS/Stmt field.

3. If this customer will receive faxed POS documents automatically, enter A, O, or Y in the first box of the Fax POS/Stmt field. Otherwise, leave the default of N.

   Y = Auto-fax Invoices from POS

   O = Auto-fax Orders, Special Orders, and Estimates from POS

   A = Auto-Fax Invoices, Credits, Orders, Special Orders, and Estimates from POS

4. If this customer will receive faxed statements, enter Y in the second box of the Fax POS/Stmt field.

5. Click Change to save your entries.

6. Repeat steps 2 through 5 for each customer that you will FAX to at POS or from the Statement Report (RSM).

Setup Complete Option

After completing all of the procedures in this topic and the Installing Enhanced FAX topic, the last step before using Enhanced FAX is to enable an option to indicate that setup is complete. You must complete all the setup steps before enabling this option. Do not set this option to Yes before completing the setup steps. If you do, faxing will not work from some applications.

1. Open the Eagle Browser and display the Options Configuration window.

2. At Subsystem, select ALL. At Options, select FAX - FAX Configuration.

3. Locate the option Enhanced Fax Setup is Completed (ID# 5046). Set this field to Y.

4. Click Change.

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