What's New on Release 18.1 What's New on Release 18.1Windows Inventory Enhancements
Windows Purchasing and Receiving Enhancements
Eagle Mobile is the "Next Generation Mobile Platform" for Eagle. With an easy-to-use graphical user interface, the new mobile platform is designed to become the base for future mobile applications for Eagle. Release 1 improves on the basic functions of our current RF suite by adding better navigation, more inventory detail screens, and more sales and product data views to more fully manage your inventory— from receiving to selling. The main applications in Release 1 include Inventory Management, Location Maintenance, Physical Inventory, and Receiving.
The current supported devices are the Symbol MC9090 and Symbol PDT8146. Eagle Mobile requires software Level 18.1 and an Eagle server running Eagle OS (Linux).
For more information regarding Eagle Mobile, contact Epicor Direct at 800-538-8597.
In-Store Gift Cards allows you to operate and manage gift cards that are maintained entirely within the Eagle system. This application includes activation, redemption, balance queries, and recharging of in-store gift cards. The Gift Cards Viewer allows you to view the in-store gift card activities that have occurred. From this viewer you can also assess services charges on unused gift cards (check the laws in your state before activating this capability). The gift card activities file is mapped to ReQuest and ODBC for reporting purposes. For more information regarding the In-Store Gift Card program, contact Epicor Direct at 800-538-8597.
Centralized Distribution provides a fully automated and auditable solution for receiving multi-store purchase orders into a distribution center (DC). It offers a seamless flow of merchandise from the DC to the remote stores via auto-generated Transfers. For more information regarding Centralized Distribution, contact Epicor Direct at 800-538-8597.
Some of the highlights of Centralized Distribution include the ability to:
Receive merchandise from a multistore consolidated PO into a Distribution Center (DC), updating the DC's quantity on hand, while reducing the individual stores' quantity on order. The system then automatically splits the received merchandise into Transfer Requests for each store.
Reallocate line-item quantities by store when you receive less or more than originally ordered
Create an alert indicating Transfer Requests have been generated
Automatically print the Transfer Requests in the DC
Distinguish Quantity on Order (QOO) on purchase orders from QOO on transfers
Set a default number of days for the Transfer Request Delivery Date
View all transfers, transfer status, transfer delivery date, PO reference, and location
View POs or Transfers through the QOO hyperlink in Inventory Maintenance.
Display the Electronic Catalog in POS. POS posting now allows the clerk to bring up the electronic catalog using Ctrl+K. If the clerk has already entered an SKU in the posting area, and the item exists in the catalog, it will automatically display in the catalog. This feature will be particularly helpful if your system is set to always keep POS maximized, because in that configuration the only way for the clerks to bring up the catalog is through the Windows Start menu.
"Customer Quick Add" enhancements
New option 9139 "Copy customer name into auth to charge name in Customer QuickAdd." If this option is set to Yes, when a clerk adds a customer in POS Customer Quick Add, and they leave the Authorized Name field blank, the system automatically copies the value the clerk enters in the Customer Name field into the Authorized Name field so that the person becomes the authorized user of the account. For example, if you enter JOHN DOE as the customer name (and the Authorized Name field is left blank), JOHN DOE becomes both the Customer Name and the person authorized to charge on the account. The purpose is to save you time from having to retype the customer's name in the Authorized Name field. Note: If the account name is a company name rather than a first and last name, the clerk should manually enter a name in the Authorized Name field. For example, if the account name is VALENTINE BUILDERS and the owner of that business is John Smith, the clerk should type John Smith in the Authorized Name field.
New option 9137 "Build reverse sort name in Customer QuickAdd." If this option is set to Yes, when a clerk adds a customer in Customer Quick Add in POS, the system automatically copies, in reverse order, the value the clerk enters in the Customer Name field into the Sort Name field. For example, if the clerk enters JOHN DOE as the Customer Name, the sort name would be pasted in as DOE JOHN. This will occur only if the Sort Name field is blank or if the value is equal to the sort name for the default customer for the terminal. The purpose of this option is to save you time from having to retype the customer's last name and first name in the Sort Name field. Note: if you set this option to Yes, watch out for names with suffixes like JR, because the suffix will become the first word of the Sort Name unless you manually enter the Sort Name. For example, if the Customer Name is entered as JOHN DOE JR, the sort name will be built as JR DOE JOHN. In such cases, the clerk should enter the Sort Name manually.
New Option 9129 “Require specific fields when adding an account using Customer QuickAdd." If this option is set to Yes, Customer QuickAdd in POS will require the clerk to at minimum enter the following fields:
Customer Name
Customer Phone Number
email address
Loyalty Account Number
If the clerk leaves any one of these fields blank and presses Add, they will be prompted fill in the specific field(s) that were left blank.
Two new fields, Birth Date and Loyalty #, are now included in the Customer Add dialog if you have your own loyalty program set up (MSY option 1182 “Loyalty Program” is set to G [generic] or L [local] in Options Configuration).
New Option 9121 “Display Total Quantity Available in Alternate Item Dialog at POS?” If you use Alternate Items (option 8350 "Display Alternate Items at Point of Sale" is Yes), set this option to Yes if you want to display the total quantity available across all locations for an alternate item in the Alternate Item dialog in Point-of-Sale. This option considers option 8377 "POS Inventory Store Group" to determine which stores to include in the total. If this option is blank, all stores on the system will be included. Setting this option to Yes on a system with many stores may affect the time it takes to display the list of alternates. Therefore, if you are finding it is taking too long to display alternates, set this option back to No.
New Option 8728 “Finalize on remote signature capture?” for Delivery Confirmation users (option 8780=R) who have COM (Option 76=Yes). This option determines if orders associated with Delivery Confirmation are flagged to be automatically finalized.
As the orders are uploaded from the PDA into the Delivery Manifest they are placed in a batch file for invoicing. To complete the finalizing (invoicing), report RBI must run with Batch Invoice set to B (“Batch Invoice with standard Batch Name”), and the Batch Number left blank. We suggest you add the RBI to a daily queue – be sure to set “Use run date” to Yes. If you want the invoices to print, you should also add QRPRINT with Option B “Batched Invoices Only” and "Use run date" set to Yes to the same queue as RBI.
S = Signature and Delivery will auto-finalize. Any order which has been delivered with a captured signature will be automatically flagged to be finalized (invoiced).
D = Deliveries auto-finalize with or without a signature. Any order which has been delivered– regardless of a signature being captured– will be automatically flagged to be finalized (invoiced).
N = No orders will be automatically flagged to be finalized.
The batch number of the batch file created by the Delivery Manifest is in the format of MMDDYYYY{PDAName}, where "MMDDYYYY" is the date and PDAName is the first 6 characters of the name you assigned to the PDA.
BOMs' components now print on reprints from QuickRecall and on tiled invoices in A/R statements (RSM). Previously, the components were not included on reprints. The “Print” field (the same field that controls if the component printed on the original invoice) must be set to either B (Both Invoice and Shop Order) or I (Invoice) for components to print.
New Option 5389 “Set BOM Component Print flag to Not Printed when posting a component with a zero quantity.” When setting up a Bill of Materials (BOM), components can be set to have a default quantity of zero so that the POS clerk is only required to change quantities on those components being sold in the specific BOM configuration. If you set this option to Yes, posting a BOM containing components with a zero quantity causes the print flag on these components to be set to “Not Printed.” The purpose of this option is to prevent components with zero quantity from printing on an invoice, order, or shop order. Components with zero quantity in lower level component lists also follow this behavior. This posting behavior only applies to the initial posting of the BOM to the transaction; if a BOM has previously been posted to a transaction and the clerk subsequently chooses to edit it, changing a component quantity to zero will not automatically set the print flag to “Not Printed.”
Daily Journal Viewer enhancements
New columns for Writeoff Dept, Writeoff Type, and Writeoff Account. These columns are only relevant if you use ROA Multiple Allowances (option 860 “ROA Multiple Allowances Allowed” set to Yes). For payments that include an allowance, the Writeoff Dept will be the department selected in the “Select writeoff account” dialog in Windows ROA. The Writeoff Type will be the name entered in Department Maintenance for that department. The Writeoff Account will be the G/L account number that corresponds to that department.
The Store selection criteria field now supports the ability to select ‘All’ to see the transactions for all stores, or to select a Store Group to see the transactions for the stores in that group. The transactions will display in store order: store 1 transactions, followed by store 2 transactions, followed by store 3 transactions, etc.
Overstock Quantity is now available in more places. The Overstock Qty field is now available in three additional applications:
In the Inventory Viewer as a new column, indicating the amount of overstock for that item in that store. New option 8287 “Display the Inventory Viewer in expanded format?” must be set to Yes for this column to be populated.
In POS as a new column in the ‘All Stores’ view (shown when you enter the SKU in the posting area and press Display).This column indicates the overstock quantity of that item in each store. New option 9125 “Display Overstock column in 'All Stores' POS Item Display window” must be set to Yes for this new column to display.
The HTML Viewer’s “Stores” panel has a new column called Overstock, indicating the overstock quantity of that item in each store. This is the viewer that displays from Inventory Maintenance and the Purchasing and Receiving window when you click the SKU hyperlink or the Item (SKU) hyperlink in the posting area, respectively. This viewer also displays for COM users when clicking on the Quantities hyperlink in Inventory Maintenance or the POS Source Menu.
The overstock calculation depends on how option 8115 "Re-order when QOH is less than Order Point" is set. If set to Yes, the overstock calculation is QOH - Committed Quantity - Order Point. If set to No, the overstock calculation is QOH - Committed Quantity - Order Point + 1. If you are using Maximum Stock Levels, then Max Stock Level replaces Order Point in this calculation. Also note that if Order Point and Max Stock Level are both blank, then the Overstock is the Quantity Available (QOH – Committed).
BDI (Build Description Indexes) has been enhanced so that you can now use the Description lookup to locate an item by the beginning of any part number identifier, including UPC, Manufacture Part, SKU, or Vendor Alternate Part Number. To use this feature, drill down to your queued BDI in Windows End-of-Day Queue Maintenance and select any or all of the indexes you want BDI to create: UPCs, SKUs, Manufacture Part Numbers, or Vendor Alternate Part Numbers.
Import Promotions from CSV Files. This feature is not in general release. Epicor Licensing must activate option 1082 “Import Promotion into MIP from CSV File on System.” This feature allows external files of the proper format to be imported to the Eagle for Windows Modify Item Promotion window (MIP). This import supports CSV files which must have the following columns. Only one of columns 3, 4, and 5 should be filled in. Columns 6-13 can be left blank and they will be filled in by the import process.
SKU
Description - may be left blank
Promotion Price - leave blank for % off retail or $ amount off
Percent Off Retail (0-99, 10=10% off) - leave blank for promo price or $ amount off retail
Amount Off Retail - leave blank for promo price or % off
User Code 1 - may be left blank
User Code 2 - may be left blank
User Code 3 - may be left blank
User Code 4 - may be left blank
Eagle Store - may be left blank
Promotion Type - may be left blank
Start Date - may be left blank
End Date - may be left blank
UPC enhancement for package quantity. The Package Qty is a new field in UPC Maintenance in Inventory Maintenance. This is the quantity that is contained in the package/box that has its own package UPC printed on the outside of the box. When the barcode on the outside of a package is scanned and that barcode is found in as a UPC with a package quantity greater than 1, then each time that UPC is scanned the qty will increment by that multiple rather than just incrementing by 1. To increment by the package quantity when scanning you must enable option 9133 “Increment posting quantity by UPC package quantity? “ This enhancement is available in the following applications:
POS posting
RF Receiving
Eagle Mobile Receiving and Physical Inventory
Applications where a UPC can be added that will allow you to enter a package quantity include:
Inventory Maintenance
Eagle Mobile UPC capture
Note: Neither EFM nor FastStart tapes contain the package quantity from any of Epicor's affiliates. Entering the package quantity is manual at this time.
CFI is a new utility for changing finelines. CFI is only available in Network Access. With CFI you can change a fineline code from one to another, or combine two existing finelines into one.
Centralized Distribution. See the description under Key New Features for more information.
New Option 9109 “WinPUR- Sku/Part lookup method for Inventory Viewer.” This option controls the behavior of the SKU lookup for the Inventory Viewer when you click F9 in the Purchasing and Receiving window's posting area and there is a value in the Item (SKU) field. When set to S “Single sku only” the viewer displays only that SKU in the selected stores. This option helps you create a multi-store PO. For each item to be ordered, you enter the SKU in the posting area and press F9. Using the information in the Inventory Viewer, you determine how much to order for each store, and then enter the order quantity in the Posting Quantity column in the viewer. When you press <Select>, the item is posted for the amount entered in the Posting Quantity column for each store.
O = An item search displays the entered SKU and subsequent SKUs from that point forward, and only for the store in the posting area at the time you press F9.
S (Single SKU only) = The viewer displays only that SKU in the stores based on the Store value in the view designated in option 2804 “WinPUR posting - Default view for Inventory Viewer." If the designated store is a Store Group, then when you enter an SKU in the posting area of Purchasing and Receiving and press F9, it will display that SKU only in the store in that group.
Lost Sales Enhancement for ITR users. On systems with ITR, two new columns, Lost Sales Units and Lost Sales Trans, can be displayed in the Inventory Viewer when it is invoked from the Purchasing and Receiving posting area with a SKU entered. These two new columns will only be populated if Option 9109 “WinPUR – SKU/Part lookup method for Inventory Viewer” is set to S “Single SKU only” AND Option 8287 “Display the Inventory Viewer in expanded format?” is set to Yes. To use this feature, enter the number of days the system will go back when determining an items lost sales in Option 3099 “Number of days to include in Lost Sales” (a value from 0 to 90).
Display detailed PO information in the Purchasing window. With SKU entered in the Item (SKU) field, if you click the Order Qty (Stk) hyperlink in the posting area when maintaining a PO, or click the QOO hyperlink in the posting area on a status "R" purchase order, the system will display the Quantity on Order dialog for that SKU. This dialog gives you detailed information about other purchase orders or transfers that item exists on (for the selected store), plus links to various purchasing-related viewers.
“Annual Dollars” and “Annual Units” fields added to Vendor Maintenance. These are information only, non-updated fields that you manually enter, if desired. These fields have been added to RQ and ODBC for reporting purposes.
New Update Prices option on Receiving Report (RRP). New Update Prices option Q “Update Retails in PO Based on Landed Cost (Preserve Highest Retail)”. Option Q has the same functionality as P with respect to calculating retails based on landed cost; however, option Q compares the calculated retail to the current SKU inventory retail price and write the higher value to the purchase order. Option P always writes the calculated price to the purchase order and does not check the current inventory retail. This allows you to run price labels off of the purchase order and print labels with accurate pricing. Example: SKU 1701 has a current inventory retail price of $15.99. RRP is run with option Q and the calculated retail based on landed cost is $14.50. RRP will write $15.99 to the purchase order and not $14.50. If option P was used, RRP would write $14.50 to the purchase order and update this value into the inventory retail price.
The A/R Flexible Report (RFR), which was made available in Eagle for Windows on Release 18, has been enhanced on Release 18.1
New option S allows you to print subtotals by transaction type. Note: if you want a total of each transaction type for the day, month, or last month, you can simply run RFR with new option S and Totals Only (on the Print Page).
New drop-down selections in the RFR From/To section next to Document Date, Due Date, and Flex Field. This enhances the ability to queue RFR reports.
Four new choices in a drop-down next to the From/To Document Date field:
N – Use date entered
Y - Use the date the report is run (for queued reports)
C – Use current month from MDT (for queued reports)
L – Use last month from MDT (for queued reports)
Next to the From/To on Due Date field you can now select either:
N – Use date entered here
Y - Use run date (for queued reports)
Next to the From/To on Flex fields (only applies when set to 35 Date Last Sale or 36 Date Last Payment), you can now select either:
N – Use date entered here
Y - Use run date (for queued reports)
New alert “Backup DVD is nearly full” which is issued if the amount of data to be backed up, after compression, is 85% or more of the DVD’s capacity. If you have iNet Connect, this alert will be emailed to Epicor. If your system is set up for automatic patch download (Vista), this alert will also be sent in through Vista to notify Epicor technical support.
Keyboard-driven checkboxes in grids. You no longer have to use a mouse to click checkboxes in grids: You can now use <down arrow> <spacebar> as needed to place checkmarks in checkboxes.
Various utilities now available from the Eagle Browser. You can now access the following legacy utilities from the Eagle Browser: SHOWLOG, ASYMSG, SETRSP, and REPQMSG.
BMDPURGE to back out non-merchandise sales from Business Advisor. If you exclude non-merchandise from Business Advisor by setting the “Non-Merchandise Department” field to Y in Department Maintenance, you can now run BMDPURGE to purge Business Advisor sales information that was added for a department before it was marked as a Non-Merchandise department.
New security bit 882 "Access Upload Patch to Server utility." This bit controls the ability to use the “Upload Patch to Server” utility on the Eagle Browser Utilities menu. This utility is used to upload patches from your PC’s c:\3apps\temp folder to the server with the option to install immediately or schedule maintenance to install it.
New security bit 884 "Allow access to Active Eagle Functions Viewer (SHOWTASK)." If this bit is set to Yes, the user can access the system utility SHOWTASK.