What's New on Release 27What's New on Release 27
eConnect 3 users – if you use eConnect 3 to install software on your clients, they must be on version 3.371 or higher before you can do the upgrade to Release 27. If you receive patches automatically (Vista Bedcheck) and are on Release 26.1, 26 or Release 25.1, this upgrade has occurred automatically via Patch. Confirm your clients are on this version of eConnect and re-establish the PC that will be your eConnect Manager Console. If you do NOT receive patches automatically or are NOT on Release 26.1, 26 or 25.1, install the eConnect.msi on the Release 27 Eagle Client Applications CD. Access the eConnect 3 User Guide at http://www.epicor.com/eaglerelease/.
FFL Compliance Manager Integration Enhancements
Purchasing and Receiving Enhancements
Accounts Receivable Enhancements
Telecommunications/National Account Enhancements
The FFL Compliance Manager (FFLCM) is a new, stand-alone software solution for FFLs of all sizes and is available to Eagle and non-Eagle users. You can simplify your Serial Number Tracking of firearms, A&D / Bound Book reporting, and ATF compliance. You can easily acquire firearms, dispose firearms, run reports, simplify the work required for an ATF audit, and perform Trace Requests. In addition, the FFL Compliance Manager Agent automates local downloads of acquisition and disposition records in compliance with 2016-1.
FFL Compliance Manager integrates with the Eagle POS system. This integration allows business workflows to be seamless, less time consuming, and provide for a better customer experience. Release 27 improves this integration by adding the ability for Eagle POS to accept firearm Returns, Trade-Ins, and track gun smithing via an Eagle Service Order. Each of these POS activities creates an acquisition queue record in FFLCM for the associated firearm and for repairs a disposition is created once the repaired firearm is returned to the owner. Contact your account manager for more details about Epicor FFL Compliance Manager.
Returning
Firearms in POS -
the return of a firearm will now send an acquisition to FFLCM for
the acquisitions manager to approve and enter the firearm into the
bound book. The acquisition type will be "Receipt: Customer Return".
If more than one firearm is being returned, each item must be posted
as an individual line on the POS transaction to provide proper recording
of the firearm’s serial number. The serial number is required and
will be passed in the acquisition sent to FFLCM.
Note: Transaction Reversals should NOT be used for firearm returns as they will NOT send an acquisition record to FFLCM.
Firearms Gun Smithing - Retailers who sell guns often do ‘gun smithing’ to repair or modify guns. Eagle retailers using Epicor FFL Compliance Manager can now use Service and Repair to track firearms accepted for repair on a Service Order. The acquisition of the gun is recorded to FFLCM when the gun is checked-in for repair on a Service Order. When the Service Order is invoiced the disposition of the gun is recorded to FFLCM. Requires using Repair Type F (Firearms) which is available to users with Option 1403 “Firearms Compliance Application on System” set to F (FFL Compliance Manager).
Note: Refer to the “Setup for Firearm Repairs” and “Creating a Service Order for a Firearm Repair” online help topics for more details.
Firearms Trade-In - Firearm retailers need the ability to accept and track trade-in’s on used firearms. Due to regulations the retailer must capture and track regulated information in their bound book for the acquisition of the used firearm traded in for credit.
Note: Refer to the "Setup
for Trade-In of Firearms" and "Accepting
Trade-In of Firearms in POS" online help topics for more details.
Range Management is a new, stand-alone software solution available to Eagle and non-Eagle users. An integration for Eagle POS is completed in Release 27.
Retail Based Application (RBA) version 21.01 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 for these enhancements:
EMV Debit Steering – New Option 1777 “EMV Debit Steering enabled” set to Yes and option 5129 "Debit Bin Range / EMV AID Checking in POS" set to Yes allow use of debit steering for EMV. Once enabled, POS will compare the amount entered in Option 5128 "Debit Cards Transaction Threshold" to steer the transaction towards Credit or Debit accordingly. If the transaction amount is at or above the dollar amount indicated in this option the PIN pad will steer the consumer to pay by PIN based debit. Otherwise it will be processed as a credit card. On the pad’s approval screen, if desired the consumer can select “No” (or “Cancel”) which causes the PIN pad to step back to the Select Transaction Type screen. From this screen the consumer can select Credit or Debit.
Note: When Option 5129 is set to No, the transaction type selection buttons for Credit and Debit will appear for manually directing the transaction.
EMV Chip Failures:
The PIN pad has a new “Please Swipe” screen indicating that it received a valid technical EMV chip failure and that the transaction is flagged as a technical fallback.
Also, if a card fails a chip read 3 times in a row and none are valid technical EMV chip failures, you can configure your PIN pad so that it will display the "Please Swipe" screen and flag the transaction as a technical fallback. To enable this functionality, go to Device Configuration for the PIN pad and check the ‘Allow “swipe” after three failed chip card reads’ field. This change meets the guidelines the credit card issuers (Visa, MasterCard, and American Express) have given to POS providers to allow them to flag a transaction as a technical fallback moving the liability back to the issuer rather than the merchant.
On default cash customer transactions paid by credit or debit card, if the customer's name is present on the payment card, the customer's receipt will print their name. The name on the card will also display in the "Customer Name" column of QuickRecall.
Applies to both Debit and Credit cards regardless of how option 9119 "Track data to use for Credit Card Processing" is set.
Previously with option 9119 set to "Use track 1 for credit card processing", the card’s name was only captured from credit cards. With option 9119 set to "Use track 2 for credit card processing", the card’s name was NOT captured from either credit or debit cards.
Notes:
Manually entered cards will display “Manual Entry” and transactions split between multiple cards will use the last card entered.
In-Store Gift Cards will display the name you gave the supplier who produced the cards.
The Ship To line 1 value on the POS Big Header overrides the card's name.
The name entered in the "Cash Customer (or Required Consumer) Information" dialog overrides the card’s name.
Not applicable to Tender Retail.
True Value Instant Credit Application (Option 9950 set to Y) - In ongoing effort to increase credit card security, the credit card number fields have been removed from the TVILA forms. This information is no longer required when submitting an application request for a True Value Credit Card using the TVILA program.
Multiple Repair Types – You can now define multiple Repair Types for the clerk to select from when creating a Service Order in POS. With this enhancement, you can add multiple Repair Types (up to 46). Each Repair Type has its own set of Equipment Description prompts (3 user-defined prompts) and Additional Info prompts (4 user-defined prompts). You can indicate if an answer is required or not for each of these prompts. You can also specify the department which contains the pre-defined repair packages you have created for each repair type. You also indicate for the Repair Type if you want the answers to the user-defined additional prompts to print or not print on the printed order and invoice.
Note: Refer to the "Service and Repair: Set Up Repair Types” topic for more details on how to set up Repair Types.
The Service Order Viewer (SOV) has the new columns: "Repair Type", "Repair Description", "Equipment Description", and "Addtl Info".
The Service Order History Viewer (Compass Viewer) has the new columns: "Repair Type", "Addtl Info 1", "Addtl Info 2", "Addtl Info 3", "Addtl Info 4", "Firearm Repair Acq Created".
Note: Current users who only do one repair type do NOT need to add a Repair Type – the values of options 9301-9307, 9308, and 9324 will continue to be used. But if they would like the Repair Type’s flexibility for indicating if an answer to one of the prompts is required, they set up a single Repair Type.
Maintain Dynamic Promotions (MDP) – You can now change the schedule for multiple Dynamic Promotions at once. To use this feature all selected promotions must have a non-blank Promotion Type. Display the check box column in the MDP grid and place a check mark in the box for each promotion whose schedule you want to change. Click Schedule and then update the Start and End Dates, the Start and End Times and the Activate status.
Offline POS Enhancement – When Transactional Security users (Option 1345 "Point To Point Encryption on system" set to Y) create an Offline POS transaction, the card number stored in QuickRecall will now be a masked card number instead of the encrypted card number. This change makes returns for an offline transaction easier by prompting the user to insert or swipe the original card. Previously, a return against an Offline transaction paid by credit card failed because the original card number could not be decrypted.
Voided Items Viewer (VIV) – This is a new viewer available from the Eagle Browser, type VIV in the Launch bar, and click Enter (alternatively, you can click the Sales Review Menu then Voided Items Viewer). This viewer displays voided items for a range of dates (newest to oldest), a specific customer, a specific SKU, or a specific clerk:
SKUs added and then voided on completed Sales and Credit Memos
SKUs added and then voided on a Sale which gets Suspended
SKUs on voided Sales and Credit Memos
SKUs on transactions created when using training mode
SKUs added and then voided from a new Order, Special Order, Estimate, Service Order, Layaway, or Transfer prior to it being saved
SKUs on new Order, Special Order, Estimate, Service Order, Layaway, or Transfer where the transaction gets voided before being saved
To get started enable Option 1752 “Record POS Voided Transactions and Voided Items" and assign security bit 1141 "Access Voided Items Viewer (VIV)" to the roles you want to have access to this information.
Review the number of days entered in option 108 “Days to keep Voided POS Transactions” if you want to increase the period of time than the default of 120 days (4 months).
Notes:
This viewer will NOT display voided SKUs on existing Orders, Special Orders, Estimates, Service Orders, Layaways, or Transfers which are subsequently deleted.
The information in the Voided Items Viewer is mapped in Compass giving you the ability to share this information with a 3rd party loss prevention company.
Neither RICU nor CCN/CCJ update the voided item’s SKU nor Customer/Job since it is historical data.
Existing report RVT (Void Transaction Detail Report) continues to be available for use. But unlike this viewer it does NOT report on items which are added and then deleted from a completed or saved transaction.
Charitable Donations – New Option 1776 “Allow clerk to make donation selection for the customer” allows the clerk to make the customer's Charitable Donation selection for them. When set to Yes, if the clerk sees the customer is confused by the donation prompt on the PIN Pad, they can ask the customer if they wish to donate. If the customer agrees the clerk can enter the selection for the customer in the 'Waiting for Customer's Selection' dialog on their POS screen. If the customer refuses to donate, the clerk types "D" to NOT donate. The existing behavior is unchanged when option 1776 is set to No, where the clerk's only choice to help the customer is to not donate.
Note: This tax amount will NOT be passed or recorded anywhere else in Eagle; only in the outgoing authorization request.
Note: This status does NOT reflect items bought on the current purchase.
Flexible Inventory Load (FIL) and Inventory Import – The Flexible Inventory Loading workflow’s existing option 1651 “Flexible Inventory Loading allows setting fields to blank” now applies to all fields which are allowed to be blank, or 0 if numeric (previously, this capability existed for only a subset of the fields these functions update). You can control which fields you want to set to blank by entering a “?” (question mark) in the field.
Inventory Maintenance (IMU) – The new Note Type 14 is available on the Notes tab. If you have been using Note Type 3 for additional word indexes, consider using Note Type 14 for non - POS information such as special notes for merchandising or ordering.
Note: For Compass users this new note type requires the new version of Compass 14.0.0.3535.
Inventory Maintenance (IMU) – You can now enter your own description for each inventory Note Type you use on the Notes tab of IMU. See options 1768 thru 1773.
The Buyer’s List - The Buyer's List has the new "Popularity Code" column which is initially hidden and needs to be selected in ‘Select Columns to View’ (column heading is Pop Code).
MPO & Buyer’s List – The PO# drop-down list now contains the PO’s Due Date.
Report Inactive Customers (RIC) – New report Option I “Ace only: Don’t check Ace Reward Status” (along with Option F) allows to review or delete inactive customers from Customer Maintenance. Previously, for the Ace Reward customers, only accounts with the Customer Maintenance (MCR) Reward Status of I (Inactive) were eligible to be deleted by this report.
A/R Statements (RSM) – New option 2 “Print Credit Limit and Credit Available” is available for this report. If RSM Option ‘2’ is selected, the customer’s credit limit and credit available will print at the bottom of the statement.
Importing Customer Contacts – With this new functionality you can quickly add a list of customer contacts to Customer Maintenance if option 3509 “Allow access to customer contact fields in Customer Maintenance” and security bit 733 “Ability to add/change/delete customer contacts (names)” are set to "Yes". The customer number and contact name must be in a comma separated value file (CSV file-usually an Excel file).
The National Lookup feature has these enhancements:
New Option 1756 “Ace Rewards lookup preference” allows you to enter the customer’s phone number in the initial Ace Rewards prompt at Point of Sale. When the new option 1756 is set to P (Phone Number), the initial Ace Rewards dialogue will allow entry of either the customer’s phone number, or a scan of the customer’s Ace Rewards card.
If option 1756 is set to “P”, the Ace Rewards dialogue that is presented to the cashier allows entry of the consumer’s phone number. If the phone number is linked to a customer on your Eagle system, their customer number will be assigned to the POS transaction. If the consumer has their Ace Rewards card, it can be scanned into this dialogue.
If the phone number entered is not attached to a customer on your Eagle system, then the Ace Rewards National Lookup process will be used to find the customer by phone number. You do NOT need to click the ‘LOOKUP’ button to start the National Lookup, although you can click this button if you need to look up the customer by name + zip.
When updating an existing Ace Rewards customer in the Ace Rewards customer update dialogue (accessed from Posting area using Misc Menu T):
The customer’s email address will always display (previously in some instances it did not display).
The email address can now be cleared. If it is cleared and the cashier presses “OK”, then the email will be removed from the customer’s account at Ace Corporate.
The new field “Email Status” displays Ace corporate’s email status for the customer.
Four new segment types are available to help you better define your customers if existing option 1611 "Prompt for Ace customer segment type in MCR?" is set to "Y". The new customer segment types will be displayed in Customer Maintenance (MCR) and Customer Code Report (RCCU). These new types are as follows:
Electrical Contractor
Painting Contractor
Plumbing / HVAC Contractor
Landscape / Irrigation Contractor
Do it Best members - If you use the Best Rewards program (option 1182 “Loyalty Program” is set to "D") Eagle will now transmit customer data to Do it Best with the nightly POS transactions. This feature will eliminate the need of double entry on Eagle and on myDoitBest.
Note: Only customers with Best Rewards numbers attached to them will be sent to Do it Best. Customer data will be sent to Do it Best upon these actions:
Add of a Best Rewards customer on Eagle. This will add the customer to the Best Rewards program.
Delete of a customer on Eagle. This will flag the customer as inactive on the Best Rewards program.
Update of a customer on Eagle on fields used by the Best Rewards program, such as customer name, address, phone, etc. The updated fields will be updated to the Best Rewards program.
Weblinks enhancements – Weblinks were added on Release 25 as a feature of Eagle N Series. They are URL’s that can be attached to individual eagle business objects. Currently links can be attached to items, customers, and vendors. The links (URL’s) can be to websites, images, PDF files, etc. as long as it has an accessible URL. We have made the following enhancements on Release 27 for Weblinks:
A Weblink can now be a PDF stored on the local network. To link to images stored locally on your network, use the "file://" prefix (i.e. "file://x:\images\image123.jpg") and files in either of these formats: “jpg”, “png”, “gif”, or “pdf”.
Inventory Import now supports importing up to 5 Weblinks for an item at one time. The import only adds Weblinks, up to the maximum of 5. It does NOT change or delete existing Weblinks. Continue to use the Weblink Maintenance Viewer for those processes.
Text Messaging (Purchase Option) – If existing option 1673 “Text Messaging (SMS) available on System” is set to "Y", you can now send Eagle Alerts to your employee’s cell phones in one-way text messages.
For all PMS interfaces, the Prescription Record Management Viewer (VIEWRX) has the new lookup “ by RX-Status/Date”. This lookup allows you to quickly find all RX records that have a specific Status for a range of dates.
Epic PMS interface (option 9171=R, 9764=I) enhancements:
Now supports selling more than one refill within the same transaction.
Now supports deleting RX records on the Eagle which have been cancelled on the Epic side.
1140 “(MO) Allow entry of Air Miles promotion code 9915”
1141 “Access Voided Items Viewer (VIV)”.
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