What's New on Release 26What's New on Release 26
Purchasing and Receiving Enhancements
Accounts Receivable Enhancements
Accounts Payable/General Ledger Enhancements
Telecommunications/National Account Enhancements
If you are an Eagle N Series customer (Option 8888 "Eagle N Series on system" = Yes) the Text Messaging feature gives you the ability to send one-way text messages. You'll be able to send generic text messages to customers from POS, MCR, ROA, and MOI. You can also notify customers when their rain check or special order has been received, notify customers if a service/repair order has a status change (i.e. Status changed to 'Complete'), or send customers a generic text message about a specific transaction.
The following are types of text messages that can be sent using this feature:
Texting customers on demand – From POS, MCR, MOI, or ROA you can send text messages "on demand" to customers.
Raincheck item received – Automatically notify a customer when a raincheck item has been received.
Special Order item received - Automatically notify a customer when a Special Order item has been received.
Service/Repair Order Status Change - Automatically notify a customer when a Service/Repair order status has changed.
Texting for any transaction on demand – From the Totals screen In POS, you can send a generic text to a customer about that transaction. This feature is available for Sales, Credit Memos, Layaways, Orders, Special Orders, Estimates, Transfers, and ROAs.
New Compass version 14.0.0.1880 is required for Release 26. Update to this new version of Compass as soon as you can after upgrading to Release 26. Until you do so, the Compass tabs in IMU, MCR, and MVR will not function.
Printing, Emailing, and Faxing a purchase order with reports RPO and RRP now supports the use of a custom enhanced form similar to forms used for POS invoices. You can use either plain paper or pre-printed forms which allows you to customize your purchase order and/or receiver to meet your specific business requirements. To purchase a custom Enhanced Form for Purchase Orders or Receivers, contact Business Products at 1-800-837-4273.
Retail Based Application (RBA) version 17 is available for the Ingenico isc250 signature capture pads. To download this new version, please refer to the job aid "Download New Software to Signature Capture/Debit Pads." This new version will be required in order to use:
Quick Payment which is controlled by Option 4901 "Minimum Amount to prompt for Signature on Credit Card approvals"
This new version resolves some outstanding issues with EMV when customer inserts their chip card prior to <Total>.
Epicor strongly recommends upgrading to RBA 17 upon completion of the upgrade to Eagle Release 26.
EMV/Chip cards now support Option 4901 "Minimum Amount to prompt for Signature on Credit Card approvals" (also known as "Quick Payment").
EMV Debit flow has been improved – this is controlled by Option 1671 “EMV Debit Cards default to PIN Debit (aka U.S. Common Debit AID)”.
The chip in an EMV debit card contains the payment choices that card supports. For example: my Visa card may support PIN debit (also known as US Debit) where I enter my secret PIN and may select cash back during the transaction, and it may support signature debit (also known as Visa Debit for Visa, or Debit MasterCard for MasterCard) where I sign for the transaction, and it may support both of these choices.
Set this option to Y if you want EMV debit cards to default to using PIN debit (also known as US Debit) where the customer is prompted for their PIN. Once their PIN is entered they can request cash back. If the customer doesn’t want to enter their PIN they can do PIN bypass (using the green Enter key on the iSC250) and once the amount is approved they will be prompted for their signature (no signature required if amount is below the threshold in Option 4901).
Set this option to N if you want EMV debit cards to prompt the customer to use the card’s highest priority payment choice which is typically signature debit (also known as Visa Debit on a Visa debit card, and Debit MasterCard on a MasterCard debit card). If the customer selects <Yes>, once the amount is approved they will be prompted for their signature (no signature required if amount is below the threshold in Option 4901) and the transaction will complete. If the customer selects <No>, the payment method will change to US Debit at which point the customer can request cash back, and then enter their PIN.
Note: Option 1670 “PIN bypass allowed on EMV credit and debit cards” controls the ability to do PIN bypass.
When you select Header Menu 8 "Add/Change Customer on Job" the customer's Name, Address, Phone Number, or Loyalty ID will automatically populate the matching fields in the Customer Add/Change window if the customer on the transaction matches the Default Cash Customer defined in Option 330 "Default Cash Customer on Transaction?"
Existing option 9137 "Build reverse sort name in POS Customer QuickAdd" has 2 additional choices which allow suppression of spaces:
B = As entered, but without spaces (same as existing choice A "As entered", but without spaces)
Z = Yes, but without spaces (same as existing choice Y "Reverse Order" but without spaces)
A = JOHN DOE
B = JOHNDOE
Y = DOE JOHN
Z = DOEJOHN
The filter selection on the "Type" column in QuickRecall now includes "Estimate" so you can see a list of archived estimate transactions.
The Point of Sale Order Viewer will retain the last lookup, sort, and filters if Option 9340 "Retain POS Order Viewer lookup and keep it visible after F4 Select" is set to Yes. When enabled, this option allows you to create a "Work list" of Orders, maintain a desired transaction, and instantly go back to that list without losing your search criteria. If this option is set to No, the viewer is closed after a transaction is selected.
Dynamic Promotions types 11 "Punch Card - Buy 'n' over time" and 13 "Buy 'n' of 'x' for $t" formerly only allowed a quantity of 24 and 99 respectively. They both now allow a quantity up to 9999.
The limit for adding a payment in Point of Sale ROA (Start Menu "Payment/ROA") has been increased to 30. The previous limit was 10.
The following enhancements have been made to give POS clerks more accurate balance information for a customer's charge account:
The RSM report screen has the new option B "Always Update Statement Balance and Statement Discount". Even if a monthly statement does not print for a customer because the customer has a zero balance or a credit balance, using Option B will make sure the customer's Statement Balance and Statement Discount are set to zero so the old balance is cleared out.
The RSM report screen has the new option 1 "Do Not Allow Terms Discount on Past Due Accounts". Existing option X's description has been revised to "Allow Terms Discount on Past Due Accounts But Do Not Print It". The terms discount is calculated for a past due account but it does not print on the statement.
Customer Detail dialog has the new field "Balance Due". This is the dialog that displays in POS after you have selected the customer.
If customer balance information displays in this dialog (option 360 is not N) the new “Balance Due” amount has been added to this dialog (below Running Balance). The value of this new field is determined by the setting of the new Option 1693 “Calculation for POS ROA Balance Due (or DUE) field”, and its label is entered in the new Option 1696 “User-defined label for POS ROA Balance Due field”. You will see this new Balance Due field in all 3 variations of the Customer Detail dialog which has balance information (based on the 3 choices in option 9059).
Four new E4W Options have been added to improve POS customer balance information:
Option 1692 "Format of POS ROA customer balance information". This option supports all domains, defaulting to "by System". Set this option to "Simple" to get a clearer presentation of the balance information at the bottom of the Point of Sale ROA screen. A new second line of balances for 'All jobs' will display if the ROA's customer is a main account with jobs, or is a job.
Option 1693 "Calculation for POS ROA Balance Due (or DUE) field". This option's domain is System. Set this option to N and option 1695 "Ignore Statement Disc in Balance Due after Terms Disc Date" to Y for POS to display Balance Due based on the last statement balance inclusive of the statement terms discount if it is still eligible. If you want the Balance Due to reflect activity (charges/payments) made since the last statement, then you will want to set this option to B and 1695 to Y (make sure you are running a daily RAG with options FR).
Option 1696 "User defined label for POS ROA Balance Due field". This option's domain is System. Enter an alternate description for the customer's Balance Due field which displays at the bottom of the POS ROA posting screen. It also displays in the Customer Detail dialog when option 360 "Display Customer Balances in the POS Customer Details dialog? (Y/N/R)" is not N.
Option 1695 "Ignore Statement Disc in Balance Due after Terms Disc Date". This option's domain is System. This option applies to customer accounts which can take advantage of a terms discount if they pay off their statement balance by a specific date within the month.
Field labels in the Customer Detail Information dialogs have been modified for consistency and accuracy. When <Display> is pressed in the Customer Viewer or POS Header, the following fields will be affected:
"Current Balance" has been renamed to "Running Balance"
The total running balance for accounts "Main Account/Jobs Balance" has been renamed to "All Jobs Running Balance".
If you try to invoice an order in which the deposit exceeded the order amount, you must first refund the deposit and then invoice the order. Option 1478 "Automatically invoice order after refunding excess deposit" allows you to automatically refund the deposit at the time the order is invoiced.
Set this option to Yes if you want the system to automatically invoice the order once the deposit has been refunded. Set this option to Prompt (P or X) if you want your clerk to be asked if they want to automatically invoice the order once the deposit has been refunded.
Set this option to No if you do not want the system to automatically invoice the order once the deposit has been refunded. In this case the clerk will need to refund the deposit and then recall the order to invoice it.
If Option 5093 "Terminal used when updating POS Orders from outside of POS" is not already configured with a terminal, you must enter a terminal the system will use to automatically invoice the order once the deposit has been refunded. Make sure this terminal's signed-on user and store have full POS security.
When posting a Bill of Materials in Point of Sale you may now use a template SKU if adding a component that is not in your inventory.
In the Point of Sale Bill of Materials posting screen press <Add> and enter the template SKU. This will bring up the “Add SKU” dialog for the clerk.
Fill out the item information needed to add this non-stock item to inventory.
Once <Enter> is pressed, the system will add the special order SKU to inventory and then to the current BOM being sold on this transaction with the quantity, cost, and price entered in the Add SKU dialog.
Special Order Option 114 “Adv S/O Receiving - Update POS Order Cost” now applies to Bill of Materials so the Customer Order can reflect an accurate Cost of Goods Sold. If a Bill of Materials component is sourced to a Purchase Order via the Buyer’s List and the PO is finalized, a cost change made to that item on the PO will update the component on the POS Order with the new cost.
Multi-store customers who are using Customer Order Management (COM) to source items on customer orders to transfers can maintain the item link to the order when using the Consolidated Transfers function. This allows the system to update the backorder quantity on the customer's order once the consolidated transfer has shipped.
If you have option 5111 "Use Ship Via's in Order Entry" enabled, you can use the Go To Menu (option S) in Customer Maintenance (MCR) to assign a default Ship Via code in Multiple Ship To Maintenance (Option 3500 must be enabled).
You may now enter up to 8 bin ranges for In Store Gift Cards plus a description for each (up to 30 characters) in Option Configuration's Misc Menu "Maintain Custom Card Bin Ranges". Currently the description is only for your reference.
For customers using Dynamic Promotions, there is a new option 1713 "Apply DP Pricing when Orders and Special Orders are created?"
Option 1713 = N - the Dynamic Promotion pricing for a saved transaction is applied at the time the Order/Special Order is invoiced.
Option 1713 = Y - the Dynamic Promotion pricing for a saved transaction is applied at the time the Order/Special Order is created.
If a customer's information is incorrect in Customer Maintenance (MCR), you can set the Customer Status flag in the MISC tab to I (Inaccurate). The next time the customer makes a purchase in Point of Sale, the clerk will be notified to verify the customer's information. Once the information has been confirmed by the clerk, the flag will be set to A (Accurate). This enhancement is available to all customers with the exception of Ace Rewards users since Ace has an existing mechanism via EFM and a prompt controlled by Option 8874 "Check for Inaccurate Reward accounts."
Improvements have been made to the Pinpad and Point of Sale prompts for Charitable Donations:
The "Waiting for customer's selection" window which displays on the POS terminal now tells the clerk what the Pinpad prompt is so that they can assist the customer if needed.
The start of the prompt on the PIN pad for Specific Amount and Round Up was inconsistently worded. This has been corrected.
For customers using Returns Validation (option 8305 "Returns Validation on system" = Y), option 9832 "Allow clerk to select from prior purchases before giving lowest price" has been added. This new option tells the system what to do when the customer doesn't have their receipt or bank card used in the original purchase. Set this option to Yes to allow the clerk to see the customer’s prior purchases which are still eligible for return. The clerk can select the return price of a prior purchase, or they can select <None> to have the system post the return with the lowest selling price. Setting this option to No will instruct the system to immediately post the return with the lowest selling price. Option 9832 only applies under the following conditions:
Option 9436 "Use lowest price on customer returns w/o receipt/original bank card" is set to Y.
Core returns may now be easily assigned a partial core value using Ctrl D (Discount) during Returns Validation. While a non-validated core return can be re-priced, a validated core return is normally locked to the original quantity and price. Setting new security bit 1126 “Allow core price override using Ctrl D (Discount) on a core return” allows a clerk to reduce the returned core’s price on a validated core return.
For Eagle customers using Blue Tarp integration, "Blue Tarp deposit hold and deposit complete" has been added. With this feature, you will be able to create POS orders / special orders and reserve the funds from your customer’s Blue Tarp account, yet not charge the account until the product is shipped. This ensures the Epicor Eagle customer that Blue Tarp funds will be available when the product is shipped or picked up yet the customer does not incurred the debt until the product is delivered.
If you do not want to issue a physical loyalty ID and/or dollar rewards card, two new options will enable you to assign these card types when adding a customer via Customer QuickAdd. These options can be used together or separately and apply when using Maintain Customer Accounts (MCR) loyalty hyperlink, MCR GoTo 9, "Customer QuickAdd", or Point of Sale Customer QuickAdd (header Misc Menu 8). Adding loyalty customers in iNet will always autoassign the Loyalty ID using the from/to range entered in options 5013 and 5014. When Option 1700 is set to A or B the Loyalty Dollars ID will also be autoassigned.
Option 5016 "Auto-assign Loyalty ID in Customer QuickAdd". Set to A for auto-assign or B for autoassign with the ability to issue a physical card if needed.
Option 1700 "Auto-assign Loyalty Dollars ID in Customer QuickAdd". Set to A for auto-assign or B for autoassign with the ability to issue a physical card if needed.
When set to B, to issue a physical card press <Misc> in the QuickAdd dialog and select the appropriate of either "Enter card's Loyalty ID" or "Enter card's Loyalty Dollars ID".
If the existing customer's Loyalty ID is blank and option 5016 is A or B, pressing <Change> will automatically assign a Loyalty ID. The same applies to Loyalty Dollars ID if option 1700 is A or B.
Note: If you want to clear out an existing customer’s Loyalty ID or Loyalty Dollars ID this can be done in MCR.
New Option 9867 "Loyalty subscription renewal on system" can be set to Yes in Options Configuration if you would like to charge your customers an annual fee to participate in your local loyalty program.
The new Loyalty Summary window in Point of Sale gives a summary of the customer's loyalty status including their reward history.
Access this window by first selecting H "Enter Loyalty#/View Loyalty Summary" in Point of Sale's Misc Menu and then clicking on the Summary button. You may also display this window while in the POS Header Menu 8’s Customer Add/Change dialog (aka Customer QuickAdd) by pressing <Menu> and selecting Display Loyalty Summary. Since this Customer Add/Change dialog is also available in MCR you can see a customer’s loyalty summary when looking at the customer in MCR.
The loyalty summary window displays the customer’s name, address, phone number (dependent on option 9198), email (dependent on option 9199), loyalty level (dependent on option 9996), loyalty dollars and reward/redemption history (dependent on options 9067 & 9068 both being > 0), points information (dependent on option 9061), and their active Frequent Buyer promotions showing how many purchased and how many remaining to purchase (dependent on option 9811 "Punch Card Dynamic Promotions on System"=Yes).
You may also include user-defined text at the top of the window that can be used to answer questions about the information in this window, or advertise an upcoming loyalty promotion. Enter the desired text in Option Configuration's Misc Menu Z "Maintain user-defined notes/text", then enter the code you assigned in Option 1702 "Note/Text to display in Loyalty Summary".
The labels used for points information have been changed to make them more descriptive and less confusing.
Points (PTD) => Points Last Calculated
Points (YTD) => Points Current Balance
Points $ => Points Future $’s when converted
New E4W Option 1698 “Display Loyalty Points in Customer Details window?”. Choices are:
Yes - displays these lines: Last Calculated, Current Balance and Future $’s when converted
Points – which displays these lines: Last Calculated and Current Balance
No – when no these 3 lines do not appear
Use New E4W Option 1699 “Label to use for Loyalty Dollars” to define the label you would like for this reward. The amount of loyalty dollars always displays if you convert points to Loyalty $’s on a stored card.
Eagle for Windows now only displays the “Loyalty Dollars” line if you issue your rewards as dollars added to a stored In-Store Gift Card. If your reward is something other than a store card (such as a dynamic coupon) you’ll no longer confuse your clerks with this line.
The following fields have been added to Inventory Import. These fields are updated directly, meaning they do not get processed with Flexible Inventory Load (FIL) and the Inventory Load Report (RFL).
Prime Vendor Part Number (immediate update) – on IMU’s Vendor tab this field is the Vendor Part # in the Prime column.
Mfg Vendor Part Number (immediate update) - on IMU’s Vendor tab this field is the Vendor Part # in the Manufacturing column.
New E4W Option 5393 "Keep Bill of Materials (BOM) the same in all stores?" allows you to make changes to a Bill of Materials and have the system update all stores with the same data. Before enabling this option, please review the limitations documented in this option's extended description. If you already have BOMs enabled in multiple stores, you must run the "Rebuild Bill-of-Materials" utility after setting this option to Yes. Instructions on how to run this utility also exist in the extended description of option 5393.
A new viewer for Multiple Selling Units has been added which requires the new security bit 1128 "View Multiple Selling Units (MSU)". Launch this viewer by clicking on the IMU Code tab's Multiple Selling Unit hyperlink, use the Go To Menu "Maintain Multiple Selling Unit Codes", or enter "MSU" in the Eagle Browser's launch bar to see all MSU Codes and their selling units. The new security bit 1127 "Add/Change/Delete Multiple Selling Units (MSU)" controls the use of <Add>, <Change>, and <Delete> as well as being able to use these Misc Menu functions which allow you to quickly change that field for all checked rows:
Change Selling Unit Description
Change Quantity Factor
Change Price Factor
Change Specific Price
In the Suggested Orders (RSO) report there is a new Order Calc option R “Use Negative QOO in Order Calculation”. In the past a negative QOO was always considered zero, and this new option allows you to use a negative QOO in the suggested order calculation (as long as you are not using Option Q “Do Not use QOO in order calculation”). Below is an example scenario in which you may want to use this option:
You are required to receive a product even if shorted or damaged and then append it to a credit PO until you get credit. (The issue would be under the case where an item had one on hand, 5 on order and an order point of 5.) The PO is received, you are shorted these five, but they must be received and placed on a credit PO. Therefore the item ends up with 6 on hand, -5 on order, and still has an OP of 5. Using the quantity on order of -5 as a zero would cause the item not to be ordered, but you actually do need to order 5 to cover the short. When option R is used the -5 would be used in the calculation an 5 would be ordered.
Purchasing & Receiving (MPO) now supports “PO Line Level Discounts”:
MPO’s posting screen now contains a hyperlink that allows the user to discount individual detail lines of a purchase order. To discount an item, enter the item in the posting area and click on the Cost Stk hyperlink, or use Misc Menu “Enter Item Discount Percent”. You can enter a cost discount when adding an item to the PO or changing an item already on the PO. Note: On a change the discount entered is always applied to the original cost. This is not intended for ‘chain discounts’.
When this window is displayed, enter the discount percent (or dollars off) and click <Calculate> to see the new discounted cost. You will also see the actual dollars off if a percent was entered, or the percent discount if a "Dollars Off" was entered. Click <OK> to post that discounted cost to the PO.
For use with the Suggested Orders (RSO) report, new option 1703 “RSO Best Buy only from Alternate Vendor” is available. Set this option to Yes to force the RSO Best Buy selection option 'B' to select the lowest cost item found within the item's alternate vendors. The replacement cost of the item will not be considered. Set this option to No to consider all alternate vendor costs and the item's replacement cost to determine the lowest cost available.
The Buyer's List has these new columns which are initially hidden and need to be selected in ‘Select Columns to View’ in order to display.
Class #
Fineline #
All 20 item user codes Code1 thru CodeD4
If a monthly statement doesn't print for a customer because they have a zero balance or a credit balance, new option B "Always Update Statement Balance and Statement Discount" will make sure the balance and discount are set to zero so the old balance is erased.
The Frequent Buyer Punch Cards are a special type of promotion only available to customers participating in your loyalty program (your own local loyalty or your national account’s loyalty). There are 2 types of punch cards available in MDP: Type 11 “Buy ‘n’ over time” and type 12 “Spend $t over time” where the reward is ‘one free’, one at a $ discount, one at a % discount, or a coupon (which you create in MDC). The Punch Cards Viewer (PUNCH) keeps track of the consumer’s punches and when the punches have been converted to the reward.
In the Punch viewer you can now ‘add a punch to’ or ‘subtract a punch from’ a customer for a specific punch card promotion. This requires security bit 1124 “Ability to make a Punch Card Adjustment”.
Use the <Add> button on the toolbar to display the ‘Add Punch Card Adjustment’ dialog. The Customer and Promotion ID fields are carried in from the highlighted row, or they can be manually entered. The Promotion ID combo will list only Punch promotions (DP types 11 and 12) that exist in Modify Dynamic Promotions (MDP). Select either Credit to add a punch, or Debit to subtract a punch. Once you select <OK> based on the type of promotion you will be asked to enter the Quantity (if type 11) or the $ Amount (if type 12) you want to add or subtract.
Two fields have been added to the Customer Code Update Report (RCCU):
Customer Status
Loyalty Subscription Expiration (for customers with option 9867 "Loyalty Renewal Subscription on System?" = Y) or Pesticide License (for customers with option 9867 = N).
A number of A/P and G/L reports required more than one security bit, one of which was often a bit that made no sense for that report. These reports now only require one single security bit - the Level 26 Advance has logic to ensure the ‘surviving’ security bit is set appropriately:
RGJG – corrected the unrelated bit 447 “Allow changing of how options are kept” incorrectly being used to control the use of <RUN> in RGJG. Now RGJG only requires bit 374 “Allow Post G/L Recurring Journal Transactions Report (RGJG) “ for both accessing and running this report. The advance will set bit 374 to Yes if bit 447 is yes.
RGFS – corrected unrelated bit 381 “Allow Run G/L Statement Specification Listing Report (RGST)” incorrectly being used to control the use of <RUN> in RGFS. Now RGFS only requires bit 512 “Allow Run G/L Financial Statements Report (RGFS) “ for both accessing and running this report. The advance will set bit 512 to Yes if bit 381 is yes.
RGST – corrected unrelated bit 449 “RF - Change RF shelf manager retail price information” incorrectly being used to control the use of <RUN> in RGST. Now RGST only requires bit 381 “Allow Run G/L Statement Specification Listing Report (RGST) “ for both accessing and running this report. The advance will set bit 381 to Yes if bit 449 is yes.
RGGG – corrected unrelated bit 440 “Allow IFA Limited Change in MCR” incorrectly being used to control the use of <RUN> in RGGG. Now RGGG only requires bit 373 “Allow Post G/L General Journal Transactions (RGGG)“ for both accessing and running this report. The advance will set bit 373 to Yes if bit 440 is yes.
RAAJ – corrected two bits, 1081 and 346, “Allow A/P invoice adjustments report (RAAJ)” being used to control the use of RAAJ. Now RAAJ only requires bit 346 “Allow A/P invoice adjustments report (RAAJ)” for both accessing and running this report. The advance will set bit 346 to Yes if bit 1081 is yes.
RAMP – corrected two bits, 418 and 472, “Allow Post A/P Manual Payments (RAMP)” being used to control the use of RAMP. Now RAMP only requires bit 472 “Allow Post A/P Manual Payments (RAMP)” for both accessing and running this report. The advance will set bit 472 to Yes if bit 418 is yes.
RARV – corrected two bits, 357 and 511, “Allow Post A/P Recurring Vouchers (RARV)” being used to control the use of RARV. Now RARV only requires bit 511 “Allow Post A/P Recurring Vouchers (RARV)” for both accessing and running this report. The advance will set bit 511 to Yes if bit 357 is yes.
Weblinks were added on Release 25 as a feature of Eagle N Series. They are URL’s that can be tied to websites, images, PDF files, etc. Weblinks can be associated with items, customers, and vendors. The following enhancements have been made to Weblinks on Release 26:
It is common for, businesses to have a collection of usable images stored locally which they would like to use in Weblinks. Weblinks now have the ability to link to images that are not stored on the web, but instead are stored on a shared directory in your network. Using the "file://" prefix, Weblinks can now link to images (".jpg", ".png" or ".gif") that are stored on a shared directory.
Item, Customer and Vendor specific Weblinks are now managed in a viewer instead of using a one-at-a-time setup dialog. This makes setting up Weblinks quicker and easier since now you can see Weblinks across all items, customers, stores, or vendors.
Add a weblink - click <Add>.
Change a weblink for a specific line - highlight that line and click <Change>.
Remove a weblink - highlight that line and click <Delete>.
You may now add up to 5 weblinks for a single Item, Customer,or Vendor.
Two changes have been made in support of Ace's Item Change Management Program on Acenet:
When a replacement item is selected for a canceled SKU, unusual usage will be copied from the canceled to the replacement SKU if the clerk chose to copy history on Acenet.
When a SKU is reinstated by Ace and accepted by the store, the SKU will be added using the default location in Class Maintenance (MCL) and default order point in Catalog Constants (MTC).
Ace VPN option 8879 is now obsolete. Please see the topic "Setting Up Ace Rewards New Member Signup"
Ace has added the capability to download rewards certificates and Dynamic Promotion coupons electronically as a text to a consumer’s phone or as an email (option 8880 "Ace Rewards Coupon Web Validation Enabled" = Y). The consumer will be able to show the reward to the cashier on their phone and the cashier can scan the bar code, or enter the number of the bar code in the POS item entry to apply the reward to the transaction.
When the bar code is scanned, Eagle will then check with Ace Corporate to validate if the bar code can be used by the consumer. The cashier will observe a progress bar as Eagle communicates with Ace. If Ace approves, then it will be added to the POS transaction; otherwise, a warning displays to the cashier that it cannot be added. Upon finalizing the transaction, Eagle will again communicate with Ace to indicate that the reward has been used, so the consumer will not be able to re-use it.
Ace Rewards POS ILA – Know Your Customer Enhancements:
The Ace co-branded Visa application has been changed to collect additional new customer data fields as required by US Bank, which issues the Visa cards. These changes should be implemented on your Eagle system by Dec. 31st, 2016 to continue to allow for immediate approvals of Visa applications done through POS.
To enable prompting of the new data fields, set option 9534 "Ace ILA Know Your Customer on System" to Y.
New data fields collected on consumer applications are:
US/Puerto Rico Citizen (Applicant must be a citizen of the U.S. to continue the application process.)
US Resident
If consumer has dual citizenship, what other country are they a citizen of?
Employer
Occupation
New data fields collected on business applications are:
Did you first start doing business in the U.S.? (Must be true to continue the application)
Years at location
Nature of Business
Countries doing business in (allows up to five countries to be entered)
Number of locations within countries doing business in
NAICS codes (Applicant chooses a general industry)
Industry specific NAICS codes (Applicant chooses a specific business within the industry)
Please note – if you do not currently accept Ace Visa credit card applications through POS, and would like to do so, please contact the Ace Consumer Marketing Department for assistance in starting up the program.
Catalog – Quantity available in your Orgill warehouse will be visible when an item is displayed on the Item Detail screen.
IMU – Quantity available in your Orgill warehouse will be visible when an item is displayed on the Stocking tab.
MPO – When you display an item in the posting area while adding it to a purchase order, you will now see the quantity available in your Orgill warehouse.
For instruction on setting up this feature, please click Here.
New E4W Option 1712 “Ask pharmacy patient questions on the pin pad” allows you to choose to have the pharmacy prompts for relationship to patient, safety caps, and pharmacist counseling displayed and answered by the consumer on the PIN pad.
This feature is meant to be used by your customer because they will be answering the prompts on the ISC250 Signature Capture Pad. If the consumer can not answer the PIN pad prompt for whatever reason, (confused, pad unresponsive, etc.) the POS clerk can answer for them by first entering the character requested in the "Waiting for customer's selection" dialog displayed on their terminal, and then answering the question(s) on the screen. A manager’s override will be required if the clerk does not have security bit 1133 “(MO) Allow clerk to answer pharmacy questions”.
Viewers have been added to Eagle Browser:
These viewers have been added to the Sales Review Menu:
POS Order Viewer (ORD) – requires existing bit 75 “Allow access to POS”.
POS Order Detail Viewer (ODE) – also requires bit 75
POS Order Changes Viewer (OCL) – requires existing bit 787 “Access viewer of Customer Order Changes”
Service Order Viewer (SOV) – requires existing bit 911 “Allow Service Orders in POS”
These viewers have been added to the Purchasing & Receiving Menu:
Purchase Order Viewer (POV), requires existing bit 211 “View purchase orders”
Purchase Order Detail Viewer (POD), also requires bit 211
This viewer has been added to the Inventory/Setup and Maintenance menu:
Multiple Selling Units Viewer (MSU), bit is 1128 "View Multiple Selling Units (MSU)"
Eagle Browser “My Reports” (multi-store customers), which shows the current signed on user’s a list of their 12 most recent reports now includes the Store column that shows the store for which the report was run. If the report was run for ‘All Stores’ it will show blank in the Store column and if it was run for C (Consolidated), or for a store group, it will show “C” as the Store.
1125 “Ability to view customer driver's license” (not implemented yet)
1126 “Allow core price override using Ctrl D (Discount) on a core return” applies to returns on automotive cores (Eagle for Auto).
1127 “Add/Change/Delete Multiple Selling Units (MSU)”. This new bit will be set to Yes by the L26 Advance if the existing bit 86 “View/Add/Change/Delete Quantity Breaks” is Yes.
1128 “View Multiple Selling Units (MSU)”. This new bit will be set to Yes by the L26 Advance if the existing bit 86 “View/Add/Change/Delete Quantity Breaks” is Yes.
1129 “(MO) Allow sale of firearm”. This new bit applies when Option 1403 “Firearms Compliance Application on System” is set to F, and it controls the ability to sell a FFL Compliance Manager firearm in Eagle POS.
1130 “MO)Allow selling a firearm not from FFLCM”. This new bit applies when Option 1403 “Firearms Compliance Application on System” is set to F, and it controls the ability to sell a FFL Compliance Manager firearm in Eagle POS without selecting it from FFLCM.
1131 “(MO)Allow modifying the FFLCM lookup in POS”. This new bit applies when Option 1403 “Firearms Compliance Application on System” is set to F, and it controls the ability to change the FFLCM lookup in Eagle POS. Normally the lookup is restricted to the status defined in option 1408 “ATF form 4473 Status Available From FFL Compliance Manager”.
1132 “Allow to view/change eSync”. This bit controls the ability to access the eSync viewer and to setup and modify how eSync runs.
1133 “(MO) Allow clerk to answer pharmacy questions”. This new bit applies when Option 1712 “Ask pharmacy patient questions on the pin pad” is set to Yes, and it controls the ability for the clerk or manager to answer the pharmacy PIN Pad prompts for the consumer.
1134 “Access AP Assist Processing Viewer”. This new bit applies when applies when Option 1704 "AP Assist Import on System" is set to Yes. It controls the ability to access the AP Assist Processing Viewer (APA) to import and process AP Assist Vendor Invoice Data created by 3rd Party IMIGIT - SPEID OCR tool.
86 - this existing bit is used to control access to both Quantity Break and Multiple Selling Units maintenance functions. As of L26 bit 86 now only controls access to Quantity Break Maintenance. MSU is now controlled by 1128 and 1127.
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