Eclipse Release Feature Summary. Release 8.7.9

Transcription

1 Eclipse Release Feature Summary Release 8.7.9

2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Epicor Eclipse Rel Online Help Documentation Copyright Epicor Software Corporation All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. Publication Date: July 31, 2014

3 Table of Contents Eclipse Release Feature Summary... 1 Automatic Cash Write Off Enhancements... 2 A/R Automatic Matching Reports... 3 Cash Receipt Journal Column Addition... 6 Credit Checking Enhancements... 7 Credit Exceptions by Amount... 8 Zero and Negative Dollar Order Settings... 9 Temporary Credit Limits Enhanced Change Logs Past Due Updates Available Credit Calculation Enhancement Credit Hold Report A/P Pay Date Recalculation A/P Automation Corcentric Link A/P Duplicate Invoice Management G/L Automatic Postings for Directs Branch Authorization Enhancements Advanced Demand Forecasting Update Advanced Demand Advanced Demand Forecast Analysis Return on Additional Investment Suggested P/O - Second Vendor Target Suggested P/O - Suggested P/O Detail Queue Progress Billing Setup Requirements Creating Progress Billing Orders Progress Billing Queue and Widgets OE View Maintenance Update User-Defined Queues Creating User-Defined Queues Managing User-Defined Queues About Solar Eclipse Window Enhancements Eclipse Forms Enhancements Eclipse Mobile Release iii

4 Eclipse Release Feature Summary Master Cartons Master Cartons in RF Processing for Direct Orders Inbound 855 VMI Options Tracking Numbers Multiple Accounts Maintenance Enhancements What's New in Job Management Release RF Pick & Pass Enhancements Web Order Entry UI Enhancements Web Integration Enhancements Wells Fargo Payment Manager Epicor University Content Enhancements Authorization Keys for Release Control Maintenance Records for Release iv

5 Eclipse Release Feature Summary The following documentation provides brief descriptions of new or enhanced functionality in Solar Eclipse Release Each major product addition or enhancement is discussed briefly on its own page. For complete information about new or enhanced functionality, refer to the Release online help installed with your upgrade. Access the online help using on the links in each topic or pressing F11 from any window. Important: We recommend clearing your cache after taking an upgrade to ensure the latest online help files are accessible. Note: Starting with Release 8.6.7, new features are documented in the Solar Eclipse online help only. If you use Eterm and need assistance with features described in this document or in the general online help, please contact Eclipse Customer Support using the web portal or by calling (508) Eterm and Solar Indications This release incorporates changes that are available in Eterm, Solar Eclipse, or Solar Eclipse only. Each feature description includes one or more of the following icons to help you determine which features apply to each interface. - The feature is available in Eterm. If you are upgrading from a previous version of Eterm and are not using Solar Eclipse at this time, you can access the features in the Eterm interface. - The feature is available in the Solar Eclipse interface. If you are upgrading from a previous version of Solar Eclipse or are moving from Eterm to Solar, you can access the features in the Solar Eclipse interface. Solar Eclipse licenses are required to use the features in the Solar Eclipse interface. - This feature may be available in both Solar and Eterm. The User Friendly Organization (UFO) provides Epicor Eclipse with suggestions on how to make Eclipse more userfriendly. In each release, we indicate which enhancements we were able to provide based on those recommendations Epicor Software Corporation. All rights reserved. 1

6 Eclipse Release Feature Summary Rel Automatic Cash Write Off Enhancements Customer Request "I want the automatic write-off utility to include both positive and negative ranges when I'm writing off an amount." Enhancement Description In Release 8.7.9, when checking for write off amounts, the system checks the negative to positive amounts within the indicated dollar amount. This means, if you enter $25.00 in the Maximum Dollar field, the system checks from -$25.00 up to $0.00 and then to $25.00 for amounts to write off. Eclipse creates a new cash receipt record to account for the write-off amount instead of updating the original cash receipt. The change log tracks any changed invoices: 'Cash Receipt - Chk# WRITEOFF - Amt Auto created.' On the original receipt with a note that the balance was written off on a new cash receipt: 'A balance of has been written off on cash receipt ' For more information about automatic write-off amounts, see????????????? in the Accounts Receivable online documentation Epicor Software Corporation. All rights reserved.

7 Rel Release A/R Automatic Matching Reports Customer Request "I need the ability to see the details of what was presented in the inbound file and what Eclipse matched it to or why it did not match. This enhancement would allow us to audit and improve our matching rules configuration and bank keying accuracy while also providing a means to test changes made to the auto matching logic." Enhancement Description In Release 8.7.9, four new reports have been added to help you review your lock box automatic matching information: Auto-Matching Applier Performance Auto-Matching Summary Auto-Matching History Auto-Matching Detail Auto-Matching Applier Performance In Release 8.7.9, a new Automatic Matching Applier Performance report has been added so you can view a detailed history report for how many cash receipts were created automatically. The report displays the dollar amounts, invoice counts, and percentages applied when automatic cash receipts were created based on the defined matching rules. Before running this report, review the following control maintenance records and make sure they are set to Yes. If not, this report does not return results. Activate Additional Lockbox Reports Data Cash Receipt Application History For more information about this report, see Auto Match Applier Performance Report in the Accounts Receivable documentation Epicor Software Corporation. All rights reserved. 3

8 Eclipse Release Feature Summary Rel Auto-Matching Summary Use the Auto Match Summary report to view a summary report to measure the success of the matching rules setup for your system. You can audit and determine if changes to the matching rules can improve or decrease productivity. In addition, you can better manage the cash application process by reviewing the summary hit-rate data information. Before running this report, review the following control maintenance records and make sure they are set to Yes. If not, this report does not return results. Activate Additional Lockbox Reports Data Cash Receipt Application History Run Lockbox Summary Report For more information about this report, such as what the report shows, see Auto Match Summary Report in the Accounts Receivable documentation. Auto-Matching History Use the Auto Match History report to view a summary report to view the history of the matching rules results. Before running this report, review the following control maintenance records and make sure they are set to Yes. If not, this report does not return results. Activate Additional Lockbox Reports Data Cash Receipt Application History Run Lockbox Detail History Report For more information about this report, see Auto Match History Report in the Accounts Receivable documentation Epicor Software Corporation. All rights reserved.

9 Rel Release Auto-Matching Detail Use the Auto Match History report to view a summary report to review matching details between the inbound file and how the system matched the information. This report can help you audit the matching rules and improve the rule configuration and bank keying accuracy. Before running this report, review the following control maintenance records and make sure they are set to Yes. If not, this report does not return results. Activate Additional Lockbox Reports Data Cash Receipt Application History For more information about this report, see Auto Match Detail Report in the Accounts Receivable documentation Epicor Software Corporation. All rights reserved. 5

10 Eclipse Release Feature Summary Rel Cash Receipt Journal Column Addition Customer Request "I need to be able to see my customer's assigned number on the cash receipts journal report. This would help me reference customer information for each receipt when I'm reconciling." Enhancement Description In Release 8.7.9, a new Cust# column has been added to the Cash Receipts Journal Report. In addition, a new What this Journal Report Shows section has been added to the main documentation for Cash Receipts in Account Receivable. For more information, see Cash Receipts Journal in the Accounts Receivable documentation Epicor Software Corporation. All rights reserved.

11 Rel Release Credit Checking Enhancements Customer Request "As a credit manager, I spend a lot of time releasing orders from credit hold for various, small reasons. I would like to better control what can be system-released based on parameters I decide and what requires my actual attention to release an order. This would be far more efficient." Enhancement Overview In Release 8.7.9, the enhanced Eclipse credit checking process now provides tools to define exceptions by customer using credit parameters. By using these new parameters you can reduce the overall number of orders requiring manual releases from credit hold. Due to how Eclipse processes and manages credit settings, several new options help you control how you want to handle credit processing. The following enhancements have been made: Credit Exceptions by Amount Global Job Limit Parameter Settings Temporary Credit Limits Past Due Percentage Updates Available Credit Calculation Enhancement Credit Hold Report Enhanced Change Logs 2014 Epicor Software Corporation. All rights reserved. 7

12 Eclipse Release Feature Summary Rel Credit Exceptions by Amount Enhancement Description In Release 8.7.9, to help credit managers handle customers who have good payment history, you can set customer parameters to allow order processing for small amounts without requiring the order to be placed on credit hold and waiting for credit manager approval. This credit limit exception improves your more reliable customers a better ordering experience. Set your customer's parameters for a maximum order amount allowed over their set credit limit without approval and limit the amount allowed on a daily basis. These restrictions help keep your customers in good standing and let you manage the ordering process. Use the new Allow Credit Exceptions by Dollar Amount area on the Credit Limit tab in the Credit Control options in Customer Maintenance to activate and define your dollar amount exceptions. Note: All changes are kept in the customer change log to make sure the company can audit changes to the information and avoid exposure to fraud. For more information about the change logs, see Enhanced Change Logs in this document. For more information about credit exceptions including examples, see Defining Payment Terms and Credit Control Parameters in the Entity Maintenance documentation Epicor Software Corporation. All rights reserved.

13 Rel Release Zero and Negative Dollar Order Settings Enhancement Description In Release 8.7.9, use the new Allow Zero & Negative $ Orders To Process When Job Limit Exceeded control maintenance record to allow orders with a negative or zero balance to process even if the job limit for the customer has been exceeded. This control maintenance record depends on the job limit settings defined in the Credit Control options in Customer Maintenance. Prior to Release 8.7.9, if the total of the current order does not exceed the customer s job limit, the order is put on hold regardless of the amount of the order. This leads to the credit managers releasing credit memos and zero dollar invoices. These situations are rarely denied. By removing the credit checking on less than or equal to zero value orders it frees up the credit managers to focus on more important tasks Epicor Software Corporation. All rights reserved. 9

14 Eclipse Release Feature Summary Rel Temporary Credit Limits Enhancement Description In Release 8.7.9, you can apply a temporary credit limit with an expiration date indicating for how long the credit exception is good. Credit managers can use this new feature when customers have mailed a payment but it has not yet been received. This date displays in A/R Inquiry to indicate to the user when the credit exception amount expires: Epicor Software Corporation. All rights reserved.

15 Rel Release The system checks the Max Days In Future Before Warning In Temporary Credit Limit control maintenance record to make sure the date is within the set allowed parameters. If not, the system displays the date you entered and asks for confirmation to continue. For more information about these settings, see Defining Temporary Credit Limit Settings in the Entity Maintenance documentation Epicor Software Corporation. All rights reserved. 11

16 Eclipse Release Feature Summary Rel Enhanced Change Logs Enhancement Description In Release 8.7.9, Eclipse now tracks all temporary credit limit changes in the maintenance log of the sales order. Additionally, credit limit approvals for temporary credit limits are tracked in the sales order change log. This helps track how the system or users are processing credit limit changes for better auditing of the process. The system log indicates which orders were system-released and which were manually released Epicor Software Corporation. All rights reserved.

17 Rel Release Past Due Updates Enhancement Description - Past Due Percentage Prior to Release 8.7.9, the system required a fixed dollar amount for the Days Past Due feature in the Credit Control options in Customer Maintenance. In Release 8.7.9, the Past Due functionality has been enhanced with a percentage feature. You can specify the percentage of open invoice amounts you are willing to let your customer be over before being put on credit hold. For example, if a Customer that has a Credit Limit of $100,000 and has a current amount of $20,000 in open invoices and has this new option set to 10%, the Past Due Limit dollar amount would be $2,000. The system uses the lower value between the Past Due limit and this new Past Due Limit Percent. Enhancement Description - Total Amount Past Due Prior to Release 8.7.9, Eclipse calculated the total past due considering all credits only when the Apply Credits To Oldest Bucket When Aging Account check box was selected on the Credit Control Parameters options in Customer Maintenance. In Release 8.7.9, Eclipse always calculates the past due amount and takes all credits and deposits into consideration. The new Past Due Limit and Bal. Past Due fields in A/R Inquiry display the current calculations Epicor Software Corporation. All rights reserved. 13

18 Eclipse Release Feature Summary Rel Enhancement Description- Past Due Limit Calculation Prior to Release 8.7.9, the system calculated the past due limit and applied to the oldest buckets only when the To Oldest Bucket When Aging Account option was selected in the Credit Control options in Customer Maintenance. Due to the above enhancements, the system required a new selection to address when to apply the past due limit calculations. In Release 8.7.9, use the new Apply Credits - To Oldest Bucket for Past Due Limit Calculation option in the Credit Control options in Customer Maintenance to indicate to the system when to apply the credit calculations. For more information about credit controls, see Defining Payment Terms and Credit Control Parameters in the Entity Maintenance documentation Epicor Software Corporation. All rights reserved.

19 Rel Release Available Credit Calculation Enhancement Enhancement Description In Release 8.7.9, the new Number Of Days In Future For Credit Exposure In Open Orders control maintenance record to exclude orders with a ship dates far into the future so as not to adversely impact customer's credit limits. Enter the number of days beyond which open orders with ship dates exceeding the number of days are omitted from the credit checking process. For example, if you enter 7 and today is May 5, the system includes orders with a ship date from May 5 to May 12. When using this exposure setting, the system checks all open order ship dates to compare the date to the exposure setting and today's date. If this control maintenance record is not set, Eclipse uses all open orders when calculating credit checks Epicor Software Corporation. All rights reserved. 15

20 Eclipse Release Feature Summary Rel Credit Hold Report Enhancement Description In Release 8.7.9, the new Credit Hold Report gives you the latest information and shows you either in detail or summary the credit limit information, including temporary limits, the orders that were either system-released or user-released, and the generation information. This report displays the same orders that display as Credit type in the Open Order Status Review Queue. For more information about this report and what it shows, see Running the Credit Hold Report in the Accounts Receivable documentation Epicor Software Corporation. All rights reserved.

21 Rel Release A/P Pay Date Recalculation Customer Request "Many of our vendors offer discounted terms, but also have a specified "net" date if the invoice is not paid by the discount date. Today, Eclipse does not update the pay on date, if you missed the discount date. It would be great if the system could recalculate the pay on date for these invoices so they will not be paid until the specified net due date." Enhancement Description In Release 8.7.9, a new A/P Pay Date Recalculation utility selects all payables that have a pay date less than or equal to the date specified in the Pay Date Through field for the selected branches, vendors, and payment terms. This utility helps you manage when to send payments by leveraging a net due date if an invoice is not paid within the standard discount period. The system recalculates the pay date on associated payables. You can use the Preview option on the utility to review your information prior to running the update. After the update is complete, the system sends a report to Your Hold Files detailing which payables were updated and indicating what the new pay date is. Note: You must have the AP.ALLOWED level 2 to run the report. For more information about this utility, see Recalculating A/P Pay Dates in the Accounts Payable documentation Epicor Software Corporation. All rights reserved. 17

22 Eclipse Release Feature Summary Rel A/P Automation Corcentric Link Customer Request "My accounts payable personnel use Corcentric to view invoices. It would be great to have a link through Eclipse to display those invoices in the web browser automatically." Enhancement Description In Release 8.7.9, if you have a Corcentric account a new Corcentric option displays on the A/P Entry Inquiries menu. If you do not have an account with Corcentric, this option is not on the menu. If you have a Corcentric account and this option is not showing on the menu, you must call Eclipse Support to have the option activated. If you have Corcentric and the option is greyed out, then there is no Corcentric Invoice present for this payable. For more information about A/P Entry options, see the More Options section in the Entering and Editing Payables topic in the Accounts Payable documentation Epicor Software Corporation. All rights reserved.

23 Rel Release A/P Duplicate Invoice Management Customer Request "When Eclipse checks for duplicate invoices, it checks for invoices created for the same vendor and invoice number. My accounts payable department re-uses invoice numbers after 90 days. It would be great to tell the system to ignore duplicate numbers after that 90 day period." Enhancement Description In Release 8.7.9, the new Number Of Days Before Duplicate Invoice Numbers Are Allowed control maintenance record to enter the number of days after the creation of the first payable that duplicate invoice numbers are allowed. This setting changes how the system checks for duplicate invoices. For example, you receive invoice #123 from Vendor A today and this control maintenance record is set to 365. The system then checks to see if you received another invoice #123 from Vendor A sometime within the last 365 days. If it finds one, it alerts you that it is a duplicate invoice. If you received it more than 365 days ago, then the system allows the invoice to be created. If the user enters zero (0) for this control maintenance record, then that tells the system to always allow duplicate invoice number and only reject true duplicates. In this case, the system check the vendor, invoice number, invoice date, and the invoice amount to see if they are all equal before considering it a duplicate invoice. For more information, see ACCP AP General Control Maintenance Records in the Control Maintenance documentation Epicor Software Corporation. All rights reserved. 19

24 Eclipse Release Feature Summary Rel G/L Automatic Postings for Directs Customer Request "Right now, when my direct orders are invoiced, Eclipse posts the invoice to Inventory, Purchases and Clear Purchases to Inventory accounts. This process over-inflates my Inventory account because the material is never received. It would be great to have separate G/L Postings that I could automatically post my direct order invoices to and not. " Enhancement Description In Release 8.7.9, you can now separate your G/L postings for direct orders using three new Automatic G/L Posting accounts: Direct Purchases Direct Inventory Clear Direct Purchases to Direct Inventory Each posting displays separately in the G/L Postings Viewing so you can clearly see how your direct orders are affecting your G/L accounts. Eterm Details The same G/L postings are available in Eterm: Epicor Software Corporation. All rights reserved.

25 Rel Release For more information about standard G/L postings, see Standard G/L Postings in the General Ledger documentation Epicor Software Corporation. All rights reserved. 21

26 Eclipse Release Feature Summary Rel Branch Authorization Enhancements Customer Request "As a business owner, I would like all areas of Eclipse to respect the User Accessible Branches restriction, so users cannot access information for branches they are not authorized to view." Enhancement Description Prior to Release 8.7.9, the User Accessible Branches restrictions applied only to those fields labeled as Br/Tr/All. Fields that referred to only a branch and in which the user entered All returned all branch information regardless of the user's authorization. In Release 8.7.9, the system checks all fields with branch input fields will now check the User Accessible Branches authorization before displaying results. You can select several screens on which you can keep the system checking all branches regardless of authorization. The new Respect User's Branch Authorization control maintenance record to indicate which screens in the system you want to apply the new branch authorization to. Note: These are global settings Epicor Software Corporation. All rights reserved.

27 Rel Release For all other windows/screens with branch-related input, such as report drivers, the system automatically respects the user's authorized branches from User Maintenance. Eterm Details The same functionality applies to the Eterm application. Fields that referred to only a branch and in which the user entered All returned all branch information regardless of the user's authorization. You can access the control maintenance record parameters and indicate how you want to apply the branch restrictions. Leave the fields set to N (No) to keep the system working as it did prior to Release For more information about User's Accessible Branches, see Assigning Branches to Users in User Maintenance Epicor Software Corporation. All rights reserved. 23

28 Eclipse Release Feature Summary Rel Advanced Demand Forecasting Customer Request "I would like to see additional forecasting algorithms within Eclipse. I need a way to determine if an item has a seasonality pattern. I want to see if there is a forecast method that's a better fit than the one I'm using at the item level. These evaluations would save us from having to review each item's forecast type and demand saving us a lot of time." Note: The following enhancements do not affect your current demand forecast. You may continue to use both methods, as needed. Enhancement Request - Overview In Release 8.7.9, new forecasting algorithms have been added to Eclipse, along with a best fit analysis and seasonal pattern test. The new methods include the following: Single Exponential Smoothing (SES) - A weighted average of historical sales where the most recent sales are weighted heavier than past sales. Holt Model - Uses the same basis as SES basis and adds trending to the formula. Holt-Winters Model - Starts with the same Holt model calculations and adds seasonality testing. Use the new Advanced Demand Forecast Parameters control maintenance record to define how Eclipse selects products to include in advanced forecasting based on a minimum number of hits and a maximum number of years of sales history to use. Note: The maximum years' history is limited by the number of years in the PSUB file. The PSUB file houses all your transactional data historically Epicor Software Corporation. All rights reserved.

29 Rel Release Eclipse calculates the smoothing factors (alpha/beta/gamma), but you can set a maximum smoothing factor to account for spikes or exceptions in demand. You can also set minimum hits and history to use for the seasonality test Epicor Software Corporation. All rights reserved. 25

30 Eclipse Release Feature Summary Rel Update Advanced Demand Enhancement Description In Release 8.7.9, use the new Advanced Demand Forecasting feature to run the new forecasting methods, as well as Eclipse standard forecasting. Run the forecasting methods by branch or buy line, as needed, to review the selected methods. Important: Running the programs does not impact your current demand or purchasing queues. You can continue to use both Update Demand and Advanced Update Demand until you are ready to run advanced update demand forecasting on all stock products for all branches. Prior to Release 8.7.9, demand was calculated based on the date specified in the As of Date field. In Release 8.7.9, forecast results for all methods are now based on the last full week of sales history (Sunday through Saturday). For example, if you enter June 18, 2014 in the As of Date field, the system uses June 14. The Advanced Demand Forecast performs the following steps for each branch and item combination: 1. Runs Update Demand based on the current method for the product. The program uses the last full week of sales history (Sunday through Saturday) to compare other methods and sales histories using the same time frames. 2. Performs a seasonality pattern test. This test uses Auto-Correlation Function (ACF) to compare past sales in four week buckets to determine if there is an indication of seasonality. This test does not affect how the product is forecasted; it is strictly informational. 3. Runs Update Demand based on the current method for the product for all methods. This process includes: Standard Seasonal Epicor Software Corporation. All rights reserved.

31 Rel Release Seasonal with Auto-Trend Single Exponential Smoothing (Optional) Holt Holt-Winters* * This method is only used for items determined as Seasonal using the Seasonality Patter Test mentioned in Step Determines which method best fits the product. To make that determination, Eclipse uses a Mean Squared Error (MSE) formula to compare each method to actual sales over the past year. The method with the lowest overall MSE score is the best fit. The results display in the Advanced Forecast Analysis window. For more information about Advanced Demand including descriptions on the formulas being used, see the following topics in the Forecasting documentation: About Advanced Forecasting Calculations How Eclipse Calculates Best Fit Using Advanced Update Demand Forecasting 2014 Epicor Software Corporation. All rights reserved. 27

32 Eclipse Release Feature Summary Rel Advanced Demand Forecast Analysis Enhancement Description In Release 8.7.9, access the new Advanced Demand Forecast Analysis through the Primary Inventory Maintenance window. This new option displays the results of the Update Advanced Demand program. Use this window to review the following: Whether or not Eclipse considers the item to be seasonal. Each forecast method and its corresponding demand. Which method Eclipse determines is the best fit for the item. You can use the View Manager to switch views or create user-defined views. For more information about user-defined view, see Creating User-Defined Views in Application Maintenance. Changing Methods You can change an item's current method based on Eclipse's recommendation and best-fit determination. Use the Current Method check box and the system updates Product Maintenance. Changing the current method results in a product-level override for the item for that branch. Use the graphing options from this screen to view historical sales information or the historical forecast compared to historical sales: Epicor Software Corporation. All rights reserved.

33 Rel Release For more information about forecasting analysis, see Analyzing Advanced Demand Forecast Methods in the Forecasting documentation Epicor Software Corporation. All rights reserved. 29

34 Eclipse Release Feature Summary Rel Return on Additional Investment Customer Request "I need a tool to show me what my potential return on an additional investment would be if I were to buy inventory ahead of a price increase or take advantage of a vendor volume discount offer. I would then want to use this information to suggest a purchase order immediately using the new target." Enhancement Description In Release 8.7.9, a new Return on Additional Investment Calculation window from an option on the Suggested P/O Queue calculates and displays a theoretical Return on Additional Investment (ROAI). Two distinct formulas calculate the ROAI: volume discount and price increase. Use the Quantity or Volume Discount when a vendor offers a percentage discount if you purchase a designated dollar amount. For example, they may offer an extra 5% discount if you purchase $5000 or more. Use the Price Increase when a vendor announces price increases for the line you are buying. For example, they may send a message saying Buy line ABC: New price increases in effect July 1, 2014 by approximately 3% Epicor Software Corporation. All rights reserved.

35 Rel Release For full details about the calculations, including examples, see ROAI Overview in the Purchasing documentation. After completing the required fields, the system calculates the information and displays a table with the estimated ROAI for each extra month' purchase of material. Your estimated monthly purchases determine the ROAI. Example 1: ROAI Volume Discount Example 2: ROAI Price Increase 2014 Epicor Software Corporation. All rights reserved. 31

36 Eclipse Release Feature Summary Rel After reviewing the options, select the one that you want to use. Eclipse suggests a new purchase order using the purchase amount as Target #2 in Buy Line Maintenance when you click the suggest button: The system stores the amount in Buy Line Maintenance. If you already have a second target populated, you are prompted to continue. When the system suggests and displays the new purchase order, you can compare what Eclipse is recommending for today's line buy compared to what is suggested for the target selected in the ROAI window. For more information about secondary vendor targets, see Secondary Vendor Target in this documentation Epicor Software Corporation. All rights reserved.

37 Rel Release Suggested P/O - Second Vendor Target Customer Request "Purchasing certain buy lines can be time consuming because I have more than one available vendor target. The current system does not allow for suggesting on multiple targets. Each time, I have to suggest one target and then change my target in Buy Line Maintenance and re-suggest a purchase order. Since the system already has a field for a second target level in Buy Line Maintenance, it would be great to be able to display two suggestions in one view on the Suggested Purchase Order Queue and make these fields available on the Suggested Purchase Order Report. This would speed up my purchasing decisions exponentially." Enhancement Description In Release 8.7.9, a new Include Target Level 2? field displays on the Suggested Purchase Order driver to let you suggest on a second vendor target. After selecting Yes to include a second target, the Suggested P/O program checks all the buy lines selected in the Buy Line field, to suggest the first target. Then, the system checks all the buy lines again for the second target. Important: Users must reschedule the Suggested P/O phantom in order to include the second target in the suggestion on a regular basis. Changes for the Suggested P/O Report In Release 8.7.9, the Suggested P/O Report now includes additional column options to add the information from the second target suggestion. After these are added to the report, both targets' information displays in the header and columns display the associated information Epicor Software Corporation. All rights reserved. 33

38 Eclipse Release Feature Summary Rel For more information about the Suggested P/O Report, see Running the Suggested P/O Program in the Purchasing documentation. Converting Suggested P/Os In Release 8.7.9, a new Line (Target #2) option has been added to the Convert to Suggested P/Os To Actual P/Os window in the Line or Short field. For more information about converting purchase orders, see Converting Suggested P/Os to Actual P/Os in the Purchasing documentation. Suggested P/O Queue Views In Release 8.7.9, the Suggested P/O Queue now has two new views related to the second target: Target Comparison - Displays all information related to both Target #1 and Target #2 so you can compare suggestions at-a-glance Epicor Software Corporation. All rights reserved.

39 Rel Release Combine P/Os - While this view is not new, this view has been updated to include the second target of a line with the other suggestions. For example, you want to combine short and line buys from different branches to meet a vendor target. Note: These views are only available are Solar-only features. For more information about view in the Suggested P/O or user-defined views, see Displaying and Sorting the Suggested P/O Queue in the Purchasing documentation and Creating User-Defined Views in Application Maintenance. Eterm Details The same functionality updates described above are available in the Eterm application: The second target is available on the Suggested Purchase Order driver screen: The second target is available through the Eterm column selection for the Suggested P/O: 2014 Epicor Software Corporation. All rights reserved. 35

40 Eclipse Release Feature Summary Rel Additionally, the new Line (Target #2) option has been added to the Convert to Suggested P/Os To Actual P/Os in the Eterm screen: For more information about view in the Suggested P/O or user-defined views, see Displaying and Sorting the Suggested P/O Queue in the Purchasing documentation. This documentation for the new features is available only in the Solar documentation Epicor Software Corporation. All rights reserved.

41 Rel Release Suggested P/O - Suggested P/O Detail Queue Customer Request "I spend a lot of time reviewing suggested purchase orders and converting the suggestions so I can edit quantities and pricing. Since the suggested P/O is a report, the suggestion may be different once I convert the P/Os, because of a vendor buy matrix." Enhancement Description In Release 8.7.9, a new Suggested Purchase Order Detail Queue is accessed through the Suggested P/O Queue for each buy line suggestion. This new queue displays all the suggested P/O information that normally displays on the Suggested P/O Report, and provides you the opportunity to build your purchase orders before converting your suggestions. The Suggested P/O Detail Queue provides the same options to drill into inquiry and maintenance as the Suggested P/O Report. In addition, the following are highlights for this queue: Target #1 and Target #2 information displays by default as set in Buy Line Maintenance. For more information, see Specifying the Vendor Target for Buy Lines in the Purchasing documentation. You can create user-defined views based on all the available columns as the Suggested P/O Report. For more information, see Creating User-Defined Views in Application Maintenance. The Buy Line Vendors defined in Buy Line Maintenance for the line defaults to the Vendor field in this queue. For more information, see Specifying the Vendor Target for Buy Lines in the Purchasing documentation Epicor Software Corporation. All rights reserved. 37

42 Eclipse Release Feature Summary Rel The unit prices display based on the buy matrix defined for the vendor(s). For more information, see Creating Buy Matrix Cells in the Pricing Management documentation. The Unit Price, Short #, LineQty, and LineQty #2 fields are all editable. Additional information related to product displays at the bottom of the queue in a detail pane, such as surplus numbers or overdue purchase orders. Use the Options > Show Detail Pane to display this information. For more information about the detail queue, see Managing Suggestions from the Suggested P/O Detail Queue in the Purchasing documentation Epicor Software Corporation. All rights reserved.

43 Rel Release Progress Billing Setup Requirements Customer Request "Some of our customers' projects are billed based on the project status and not the material that has shipped. For example, we might want 25% billed up front for a project when all the material is ordered. As the project progresses, we bill the customer in increments either by percentage or by dollar amounts." Enhancement Description In Release 8.7.9, you can now use the new Progress Billing feature in standard Sales Order Entry.Use this feature to define estimated billing dates for an order based on the order total, including tax, freight, and handling amounts. The order must be open with no invoiced generations. Progress Billing applies to the entire order. For progress billed orders, customers are billed based on pre-defined billing dates, not by when the material is shipped. The new Progress Billing Queue helps you manage billing dates and send invoices. Note: If a user displays an order in that has been converted to Progress Billing, a message displays saying that the order is locked and must be edited through the Solar application. Use the new Progress Billing Setup control maintenance record to define how you want to handle the progress billing details, such as printing information on invoices and the associated ship via. Important: We recommend creating a separate G/L Account through G/L Account Maintenance specifically for Progress Billing. Additionally, we recommend a separate ship via so Progress Billing invoices can be identified easily on the Sales Order Status tab. The system uses the parameters defined for Progress Billing to create the invoices for each billing increment for the order you are managing. The process requires an Miscellaneous Charge Product defined for Progress Billing, a defined G/L account specific for Progress Billing where the progress billings are 2014 Epicor Software Corporation. All rights reserved. 39

44 Eclipse Release Feature Summary Rel posted along with shipment amounts, and the ship via to use for progress billing invoices. The ship via is used for directing the billing flow processes. You must assign the SOE.PROGRESS.BILLING authorization key to the personnel required to activate the Progress Billing feature and allow the assigned users to manage progress billed orders. For more information, see the following documents in this Feature Summary: Progress Billing - Creating PB Orders Progress Billing - PB Queue and Widgets Epicor Software Corporation. All rights reserved.

45 Rel Release Creating Progress Billing Orders Enhancement Description Use standard Sales Order Entry to create progress billing orders. You can create an order with as many generations as needed. After you convert the order to Progress Billing, the system includes all generations. A new Progress Billing check box on the Totals tab in Sales Order Entry converts the order to a progress billed order. The Progress Billing window displays automatically after selecting the check box: The Total of Order field value represents the entire total of the order including all generations, tax, freight, and handling. The How Many Billings field defaults to 1. Enter the how many billings into which you want to divide up the total. Using the above order as an example, you enter 5 in the How Many Billings field and the system divides the order into five equal parts that total 100% of the billing: 2014 Epicor Software Corporation. All rights reserved. 41

46 Eclipse Release Feature Summary Rel You can change the % to Bill and To Bill columns, if needed, depending on how you want to bill your customer. However, the system alerts you if you change the percentage to equal greater than 100% or change the amount to bill more than the Total of Order field. As changes occur on the order, adding or deleting products, the amounts are adjusted. For example, if the order total increases, the system automatically adds an additional Billing # for the balance on the order. The Current Order Total field displays the cumulative total for the order. You can also indicate by order if invoice copies should be sent based on the shipped materials using the Print Shipment Invoice field. These invoices do not display any amounts due. You can also use the Print Product Detail field to indicate if you want to print the order's product details on the invoice. The system displays defaults based on the settings defined in the Progress Billing Setup control maintenance record Epicor Software Corporation. All rights reserved.

47 Rel Release You must have at least one billing date defined to save the billing information. Users are warned if the order does not have an appropriate billing date completed. For more information, see the following documents in this Feature Summary: Progress Billing - Setup Requirements Progress Billing - PB Queue and Widgets 2014 Epicor Software Corporation. All rights reserved. 43

48 Eclipse Release Feature Summary Rel Progress Billing Queue and Widgets Enhancement Description In Release 8.7.9, the new Progress Billing Queue displays all in process progress billing orders. This means all orders that have open billings or shipments display for management. The bulk of the billing process takes place from this new queue. You can filter the queue by shipping or pricing branches or by the next billing date cut off. Use this new queue to drill into the Progress Billing window and adjust amounts or percentages. You can also create progress billings one at a time or for multiple orders. A message displays when the selected billings have been sent: Within Sales Order Entry, the order displays information for the progress billing generations. The following areas indicate that the order is progress billed: The Summary Pane displays the generation without amounts indicating that the generation has been progress billed. The line item on the sales order is the miscellaneous charge product defined in the Progress Billing control maintenance record.. The Status bar at the bottom of the window displays that the order is progress billed Epicor Software Corporation. All rights reserved.

49 Rel Release When exiting the Progress Billing Queue, the system alerts you if an order does not have a progress billing Next Billing Date field defined. The system highlights the order that requires a billing date to be entered. Progress billing and shipments use separate G/L accounts. This setup allows you to use the queue to check balances on your orders. Sales orders remain in the queue until all billings and shipments have been process Epicor Software Corporation. All rights reserved. 45

50 Eclipse Release Feature Summary Rel Progress Billing Queue Widget Use the Progress Billing widget to monitor what billings need to be sent. You can use variable dating to set up your widget and monitor those billings that are next. For more information about Progress Billing, see the following topic in the Sales Management documentation: Setting Up Progress Billing Converting Sales Orders to Progress Billing Using the Progress Billing Queue Progress Billing Workflow Epicor Software Corporation. All rights reserved.

51 Rel Release OE View Maintenance Update Customer Request "I want to be able to change my view so I can skip the editable fields on an order and just keep entering line items. This would speed up my order entry processes." Enhancement Request In Release 8.7.9, the new Prevent Focus option in Order Entry View Maintenance gives you the option for the system to skip an editable field. Use this options if you want those field marked with Update Allowed to prevent the cursor from jumping to that field when using the Enter key. You can make it so you can quickly enter products on the order by entering a quantity, then the product, and when you press Enter, the focus moves to the next line instead of moving through all the fields. You can go back and edit the skipped fields, if needed Epicor Software Corporation. All rights reserved. 47

52 Eclipse Release Feature Summary Rel User-Defined Queues Customer Request "I would like a way to create my own Solar queues. Today, I spend hours writing and creating reports and running mass loads for users that do not have access to certain areas. I would love flexible queues that I can create and give to users who can filter their own data, create a widget, and be able to access at any time. I would also like to grant access to users to edit specific columns within a queue, similar to a mass load." Enhancement Description In Release 8.7.9, the new User-Defined Queues let users build and define new Solar queues using Eclipse dictionaries. Create queues using Eclipse Universe Files. Rather than running and scheduling reports from Report Writer or giving users Mass Load, create and deploy editable Solar queues to your users. To maintain permissions and control who can access the queue or edit values, apply restrictions to the queue. Note: For information about the most common files, see Files Commonly Used In Reports In the Report Writer documentation. Standard, out-of-the-box queues based on customer feedback include the following: New Items Created Products with Min/Max About to Expire My Open Orders/Bids Stock Items with Zero On Hand Products with Buy Pkgs Greater than 6 Months Demand Advanced Demand Forecasting Best Fit For more information about these new features, see the following topics in this document: Creating User-Defined Queues Managing User-Defined Queues Epicor Software Corporation. All rights reserved.

53 Rel Release Creating User-Defined Queues Enhancement Description In Release 8.7.9, use the new User Defined Queue Maintenance to build user-defined queues. The User- Defined Maintenance provides four sections to define your queue when creating it: Column Display, Header Fields, Select Options and User Options: Column Display Customize your new queue by changing column headings and using conversion fields to display data in the most user-friendly format. For example, you can select a User ID field, but have the column heading read User Name. The validation field displays data in a proper format, such as numeric value or date. If you want users to edit a particular Dictionary ID from within the queue (1A), you can set up the field to be editable (1B below). Note: Similar to the mass load functionality, only dictionary IDs that are set to allow updates can be marked editable Epicor Software Corporation. All rights reserved. 49

54 Eclipse Release Feature Summary Rel For dictionaries that require more information, set column prompts, as needed: Header Fields While header fields are optional, using them allows users to filter data within the queue on their own. Fields selected display at the top of the queue. For example, you can create a queue that includes all buy lines and add a Buy Line field to the header for each user to filter by buy line, as needed. Select Tab Note: When creating a queue with branch-specific values, the system automatically adds a Branch field to the header of the queue. The Select options determine what data displays in the queue. You can use all of the following when making selections: Epicor Software Corporation. All rights reserved.

55 Rel Release Multiple selections Comparisons to dictionary items Formulas A Select button displays the number of results and how long the results took to return based on your select statements. Using this helps you see if you are getting the results you expect. We recommend queues that are time-intensive be limited to few users so system performance is not adversely effected. User Options Access to User Defined Queues can be restricted using the following methods: Use the Activate Queue check box to limit the queue to only those users with access to User Defined Queue Maintenance (2A below). Important: You must select this check box to make your queue available to users. Use the Restrict Queue to Users With column to limit access to the queue completely to only users assigned the designated authorization key (2B below). Use the Restrict Editing Queue to Users With column to limit the edit capability of the queue columns (2C below). For more information about user defined queue options, see Creating User-Defined Queues in Application Maintenance Epicor Software Corporation. All rights reserved. 51

56 Eclipse Release Feature Summary Rel Managing User-Defined Queues Enhancement Description In Release 8.7.9, users with access to User Defined Queue Maintenance can use the Run Queue button to display the queue: As with all Eclipse queues, your user-defined queue is divided into header fields and columns. Fields that allow editing display in yellow. If a dictionary ID parameters allow for editing and a user has the appropriate authorization key, then that user can make changes to the dictionary ID column through the queue. You can make a single update or update all similar fields at the same time. Depending on the field validation, users enter information based on the validation type. For example, if choosing a buy line, users can select from a list or if selecting a date, users use a calendar icon to select a date. The standard F10 function applies to all fields, as needed. Downloading Files In addition to the described functionality, a user-defined queue can also be downloaded to a spreadsheet for management. Use the Download to Excel feature to export the data to a spreadsheet. You can add this option to the Customized Tool Bar, as well, for easy access Epicor Software Corporation. All rights reserved.

57 Rel Release Assigning Queues to Users Users with access to User Defined Queues menu options can display any queue that is not restricted by an authorization key they are not assigned. You do not assign specific users to a queue, but use the authorization keys to limit access. Additionally, branch authorization applies to all queues as defined in User Accessible Branches from User Maintenance. For example, if you create a queue with branch-specific information such as Min/Max values, and assign that queue to all of your purchasing agents, each purchasing agent will only see data relevant to their accessible branches in user maintenance. Menu Maintenance You can assign new user-defined queues to specific menus, including a User Custom Menu. Adding Widgets After users have the access needed to get to a new user-defined queue, they can create a widget shortcut through Widget Maintenance. Users can only add widgets for activated queues and those accessible to them by authorization parameters. For more information about User Defined Queues, see the following topics: 2014 Epicor Software Corporation. All rights reserved. 53

58 Eclipse Release Feature Summary Rel Assigning and Authorizing Queues for Users Working with Created Queues Epicor Software Corporation. All rights reserved.

59 Rel Release About Solar Eclipse Window Enhancements Customer Request "I need memory use numbers and network performance information to assist me when troubleshooting system issues." Enhancement Description In Release 8.7.9, you can use the About Solar Eclipse window now includes memory and ping information. This window helps you determine which Solar version your company is running, the types of software and hardware on your system and the application server details. These details may be needed by your IT staff or the Eclipse Support personnel when calling in for assistance. For more information about the details on this window, see Displaying System and Application Details in the Navigation online help documentation Epicor Software Corporation. All rights reserved. 55

60 Eclipse Release Feature Summary Rel Eclipse Forms Enhancements Customer Request "When I create a central purchase order with drop points, combining material for multiple branches to be delivered to specific locations, i need the material combined on one form, whether printing, ing, or sending via EDI. This would save phone calls from vendors who are confused when we send multiple documents with the same purchase order number." Enhancement Description In Release 8.7.9, the new Include All Generations on this Form option has been added to the Eclipse Forms Maintenance window. Use this new option if you want to configure the form for printing all generations from a purchase order. The purchase order prints a form that consolidates all generations that use the same drop point. This means when printing a purchase order, if the selected generation has a drop point set, and the current generation has not been received, is not a bid, and has not been canceled, then all generations sharing the same drop point (and matching the same criteria, such as not a bid, not canceled, etc.), then all generations have all their detail included on the printed document. The detail is not sorted and not consolidated across generations, so a single line appearing on four different gens can print four different times, and each instance may be separated by other lines on the same order Epicor Software Corporation. All rights reserved.

61 Rel Release Note: This selection only available when Purchase Order is selected in the Form Type field. EDI Enhancement If you use the EDI 850 process for outgoing transactions, this same option is available on the Trading Partner Maintenance window: For more information about form options, see Creating New Forms in Eclipse Forms in the Eclipse Forms documentation Epicor Software Corporation. All rights reserved. 57

62 Eclipse Release Feature Summary Rel Eclipse Mobile Release Eclipse Mobile is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. The following updates were made in the Eclipse Mobile system. Three-Digit Extended Price - Cart prices now support and display the extended price out to a three-digit cost. Edit Order Function - Prior to Release 3.1.2, the system did not provide a way to access the sales order from Eclipse Mobile for editing. Now, a new Edit button loads the items into the Cart on a editable generation of the order. The edits are then pushed back to the Eclipse core system. Barcode Scanning - Users can now use barcode scanners on Adroid devices with the Zxing barcode scanner software installed. In addition, the Settings screen displays a link to use to install the needed software. After installation, the system places a Scan Barcode icon on your Home page Epicor Software Corporation. All rights reserved.

63 Rel Release Additionally, the Scan button displays on the Cart screen. Signature Image Saving - Prior to Release 3.1.2, the system did not save signatures for other uses. Now, you can save the signature image to either the Invoice or Order level. By saving them, they can then be used to print on other documents, such as invoices or acknowledgements. Ship When Specified Status - In Release 3.1.2, the Ship When Specified order status has been added to the standard list of or order statuses from which to select. Button Rename on Home Page - In Release 3.1.2, the Reminders button has been renamed and to Activity Queue and the option page updated to contain more functionality. Now, the Activity Queue allows you to edit a contributor's follow-up date and status and add or remove contributors from activity Epicor Software Corporation. All rights reserved. 59

64 Eclipse Release Feature Summary Rel Enhanced Customer Searching - In Release 3.1.2, on the Advanced Search screen you can now search for customers by city or state code. Viewing Orders - In Release 3.1.2, in the Dashboard screen you can now display all orders and bids for all the customers by the logged-in salesperson Epicor Software Corporation. All rights reserved.

65 Rel Release Master Cartons Carton Packing is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. (RF only) Customer Request "Shipping material that involves larger number of packages, such as pipe or wire, is very difficult to track at the carton level. Can you give me tools to easily specify multiple cartons and put them on a pallet for tracking and loading?" Enhancement Description In Release 8.7.9, the Carton Packing functionality now gives you the ability to define and use master cartons when packing items from your warehouse. Master cartons are parent containers for items you are packing, including other cartons or individual products. For example, you may have three reels of wire, two cartons of connectors and a box of electrical tape. You can pack all six of these on a single pallet for shipping. Use the new Master Carton Package Type control maintenance record to indicate the package type you want to use for all master cartons, such as PLTS. This means, that the system dynamically names your master cartons with the selected name. For example, if you pick PLTS, for pallets, as your master carton package type, then a master carton indicator displays on the window: If you name it MSTR instead, the system displays MSTR PACKING in this field. You can define these by branch, if needed. The Available to Pack and Packed in Carton areas now display both products and cartons that are available to pack Epicor Software Corporation. All rights reserved. 61

66 Eclipse Release Feature Summary Rel The system displays the master carton contents as you pack items. The Package Count and Package Qty fields are required. The system prompts you to complete them if you click Finish and they are left blank. You can unpack cartons or items, as needed, as you would in a standard carton using the Unpack button. For more information about packing master cartons, see Packing Master Cartons in the Carton Packing online documentation. Pack Order Status The Pack Order Status window displays all contents for the current order you are packing. The system displays the order number, ship via, and totes included in the order required for packing Epicor Software Corporation. All rights reserved.

67 Rel Release Additionally, you can hover over a carton number and the product details included in the carton display: For information about what you can do after packing cartons, see More Options on the Carton Packing Window for Master Cartons in Packing Master Cartons Packing Master Cartons in this document. Carton Shipping and Content Labels The carton shipping and content label have been enhanced to support master cartons. In addition, the manifest and shipping ticket forms have been updated to support master cartons. Typically, these forms are customized and may require a small programming change to integrate the package printing logic on your custom form. If your tickets are not printing as expected, contact Eclipse Support for assistance. Shipping Label: 2014 Epicor Software Corporation. All rights reserved. 63

68 Eclipse Release Feature Summary Rel Content Label: Ship Ticket: Epicor Software Corporation. All rights reserved.

69 Rel Release Master Cartons in RF Carton Packing is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. (RF only) Customer Request "Shipping material that involves larger number of packages, such as pipe or wire, is very difficult to track at the carton level. Can you give me tools to easily specify multiple cartons and put them on a pallet for tracking and loading? I use an RF warehouse, so having these options available in RF would be great." Enhancement Description In Release 8.7.9, the same new functionality for Master Cartons is available in the RF interface. users can scan packages, cartons, and products through the RF scanners and Eclipse recognizes and processes the numbers. The packing and unpacking process remains the same for master cartons as for standard cartons through the RF process. However, the following options are available when using master cartons: creating a master carton, managing quantities for master cartons, and packing master cartons. Master Carton Hot Key The RF interface provides an NewM hot key (Alt-M). Use this hot key to create master cartons from the Carton Status screen: Packing Master Carton Details When packing master cartons, you can see at-a-glance how many open cartons and lines you have for the master carton you are packing. As you scan new material, whether additional cartons or individual 2014 Epicor Software Corporation. All rights reserved. 65

70 Eclipse Release Feature Summary Rel products, the system updates the master carton information. The system displays the Scan Prod/Crtn prompt when a master carton is being packed. Use the P hot key to display the carton IDs for the packed cartons. Use the O hot key to display an unassociated cartons. The (P)acked and (O)pen options display sub-screens, respectively, to view the items that have been packed or are still open for packing into the master carton. Carton Pack Quantity You can capture the package count and package type for master carton products on the Carton Pack screen: For information about standard carton packing, see Packing Master Cartons in the Carton Packing online documentation Epicor Software Corporation. All rights reserved.

71 Rel Release Processing for Direct Orders EDI is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. Customer Request "Receiving EDI 810 invoices for direct orders is a problem when there are backorders involved. The invoice comes in and never matches. This causes extra work for my A/P department. I wish that direct orders could be split up into different generations, similar to stock orders, when a vendor ship notification comes in (EDI-856)." Enhancement Description In Release 8.7.9, the new Enable 856 Processing For Directs control maintenance record gives you the option of processing direct orders through the EDI 856 document transactions. After enabling this feature, you can manage individual products to exclude the product from EDI 856 purchase order processing when included on a direct order. Use the Miscellaneous Data option to display the Product Miscellaneous Information window and select the new Exclude from EDI 856 Directs Processing option: By selecting to exclude these products, the system ignores them during the standard automatic matching process for direct orders Epicor Software Corporation. All rights reserved. 67

72 Eclipse Release Feature Summary Rel You can also exclude specific trading partners, if needed, using the EDI Add'l 856 Info screen. See the Eterm Details below. The Enable Processing of 856 for Directs control maintenance record does not have to be set to Yes to exclude a trading partner. Eterm Details In Release 8.7.9, the same options are available through the Eterm application. Enable this new feature through Control Maintenance: Use Product Maintenance to exclude a product from the 856 processing using the Miscellaneous Product Information screen: Use Trading Partner Maintenance to exclude a specific trading partner trough the EDI Add'l 856 Info screen. The Enable Processing of 856 for Directs control maintenance record does not have to be set to Yes to exclude a trading partner. For more information, see Entering Miscellaneous Product Information in the Product Maintenance online help documentation Epicor Software Corporation. All rights reserved.

73 Rel Release Inbound 855 VMI Options EDI is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. Customer Request "My EDI Error Queue fills up daily with hundreds of VMI documents where the original VMI P/O was already created. I want a way to designate the additional EDI 855 VMI documents to be sent to the EDI Review Queue instead for managing." Enhancement Description In Release 8.7.9, a new Send Duplicate VMI 855 to the EDI 855 Review Queue option has been added to the EDI 855 Inbound document options for vendor-managed inventory purchase orders (VMI P/Os). Normally, when vendors make changes to the VMI orders, they send an updated 855 document. If the vendor flags the updated 855 as a VMI order (i.e. BEG02 is set to AP), Eclipse sends the updated 855 to the EDI Error Queue with a message indicating the Purchase Order Already Exists. When this new option set to Yes, a duplicate VMI 855 document is sent to the EDI 855 Review Queue, instead of the EDI Error Queue. The documents have a message indicating that the purchase order already exists in the system. This new option, eliminates the need of going through the EDI Error Queue line by line to find the VMI PO changes. From the EDI 855 Review Queue, users can select the Vendor Item Detail screen for the purchase order and a message displays indicating the 855 was from a duplicate VMI order: 2014 Epicor Software Corporation. All rights reserved. 69

74 Eclipse Release Feature Summary Rel For more information about the EDI Additional Doc Info screen, see Entering Additional EDI Document Information in the EDI online help documentation Epicor Software Corporation. All rights reserved.

75 Rel Release Tracking Numbers EDI is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. Customer Request "Having tracking numbers on our sales orders is great, but it would be better if I had the option to send those tracking numbers in my EDI 856 documents. That way when my customer is alerted that a shipment is coming, they can track it using the associated carrier tracking number without having to contact my customer service department." Enhancement Description In Release 8.7.9, a new Include Header Level Tracking Number option has been added to the EDI 856 Additional Document Information screen so you can decide if you want to include header-level tracking information or not. Both of the following options must be set:. The REF Qualifier to Use field cannot be left blank if the Include Header Level Tracking Number field is set to Yes, or nothing will be sent. When populated and the trading partner uses the StarShip for Eclipse companion product, the system sends the qualifier with the tracking number, such as REF^CN^ For an outbound 856 document, use the following guidelines: Field Include Header Level Tracking Number REF Qualifier to Use Applies To 856 Advance Ship Notice 856 Advance Ship Notice Description Set to Yes to include tracking numbers using the following hierarchy: 1. The system first uses tracking numbers posted to the change log in the sales order generation from the Shipping Manifest companion product. If found, the system uses these tracking numbers on the 856 outbound transaction. 2. If no tracking numbers are found in the change log, the system looks for tracking numbers added manually to the Internal Notes field on the sales order. These must be added with asterisks followed by the REF Qualifier, for example *CN1Z If both are blank, the REF segment for the tracking numbers will not be reported, per EDI standards. Note: Any tracking numbers are sent to the Header for the Outbound 856. These two fields are mutually dependent. You must have both populated. For more information about the EDI Additional Document Information screen, see Entering Additional EDI Document Information in the EDI online help documentation Epicor Software Corporation. All rights reserved. 71

76 Eclipse Release Feature Summary Rel Multiple Accounts Maintenance Enhancements EDI is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. Customer Request "The Multiple Accounts screen gives some great options, but I still can't import and export receive codes using a spreadsheet tool. That would be a great enhancement." Enhancement Description In Release 8.7.9, new hot keys have been added to the Multiple Accounts Maintenance for vendor trading partner profiles. The hot keys can be used as follows: Hot Key Export Description Downloads the screen information and the Receive/Send codes in a.csv spreadsheet format to open in a spreadsheet program, such as Excel. Press Alt+X and browse your desktop to enter the file path and file name to save the file for later management Epicor Software Corporation. All rights reserved.

77 Rel Release Hot Key Import Description Import additional vendors and their current Receive/Send codes. Press Alt+I to browse your desktop and select the file to import into the system. The import does not overwrite existing data. If any import errors occur, such as duplicate entries, the system sends a user message and a report to Your Hold File for review. File requirements: The file must be a comma-separated file (.csv format). Column headers expected by the import utility: Entity Name, BT/PT, ST/SF, Receive Code, and Send Code. The ST/SF column cannot be blank. For more information about the Multiple Accounts Maintenance screen, see Assigning Multiple Accounts to Vendor Group IDs in the EDI documentation Epicor Software Corporation. All rights reserved. 73

78 Eclipse Release Feature Summary Rel What's New in Job Management Release 2.12 The following updates were made in the Job Management system. Vendor Address Display In Release 2.12, the vendor address displays in the Sidebar on the Receiving tab. You can access the Receiving tab from the Job Summary > General Information tab. Ship-To Field Restriction in Eclipse Sales Order Entry In Release 2.12, if you are working with a Job Management order from within the Eclipse application, you may be unable to change the Ship To field in the Sales Order Entry Body tab, if the order is shipped. You now must return to the job's Job Summary screen and the Info/Settings tab. From there, use the Override Ship-To Address or the Change Customer this job is awarded to fields to adjust the ship-to address, as needed. This change ensures that only authorized personnel are changing the ship-to address Epicor Software Corporation. All rights reserved.

79 Rel Release and by limiting the change to work through Job Management, then all associated updates in the system are applied. Margin Column Update on BOM Page In Release 2.12, a Margin column has been enhanced on the Bill of Materials page to display negative and zero percentage values. The margin is the percentage of sales left over as profit after paying all expenses. The value depends on the default formula used. If you edit the sell price, the Margin and Markup fields automatically update. This Margin column calculates to six decimal places including having a zero percentage (0%) or a negative value. The column value is rounded by the these to three decimal places for display purposes. New Message on BOM Information page In Release 2.12, a new message reminds users that when importing formulas to the Bill of Materials Information page to selected lines, the system only applies the import to the first line of the new lot Epicor Software Corporation. All rights reserved. 75

80 Eclipse Release Feature Summary Rel Change Order Information Display In Release 2.12, the in-line help text was moved to a drop-down tool tip. This change streamlines the page without removing the necessary information. New users can still get embedded help, when needed, but frequent users can hide the information until needed. Job Documents Tab Tool Tips In Release 2.12, the Job Documents tab has been enhanced to display a tool tip pop-up message to display associated document logs when you hover over a specific document. Click the pop-up message to view the document information, as needed. Alert When the Vendor Record Missing In Release 2.12, users now receive an alert on the POs and Releases tab from Manage POs page if a Vendor does not have a corresponding vendor record in the Eclipse application. This message also displays in the Create Change Orders page to make sure change orders are created for valid vendor records. Vendors must be created through Eclipse before being available in the Job Management application. Message in the POs and Releases tab: Epicor Software Corporation. All rights reserved.

81 Rel Release Epicor Software Corporation. All rights reserved. 77

82 Eclipse Release Feature Summary Rel Message on the Create Change Order page: Default Formula Format Changes In Release 2.12, the Related Items Default Formula field in the Pricing area on the Job Summary tab has been renamed Unit Priced Components Default Formula field. Additionally, the associated button has been renamed to Apply to Components. If you select a component line that is part of a lot, neither button updates the line. If an item or fixture line is selected and you use the Apply to Items button, the system updates all the lines for that lot including the components Epicor Software Corporation. All rights reserved.

83 Rel Release New Logo Path Setup In Release 2.12, a new logo mapping tool has been added to the Admin page. To minimize your network traffic when building forms and other logo-centric documents, map your logos needed for reports, forms, or other documents. For more information about each of these features, open the Job Management application and launch the attached online help using the Help icon at the top of the page. Override Ship To Address in Awarded Jobs In Release 2.12, users can now change the Ship To Address in awarded jobs. This change allows the user to select one or more orders related to a job and update the ship-to address for all selected orders Epicor Software Corporation. All rights reserved. 79

84 Eclipse Release Feature Summary Rel The system alerts you if material has already been received on the job. Access the Override Ship To Address option from the Job Summary > Info/Settings tab. Displaying Excel Files in Job Summary In Release 2.12, when displaying Excel spreadsheets there is a new limit on the display of 500 rows per page. This change allows the system to keep the user's view sorted properly and eliminates some system slow-down due to large numbers of rows. Users can view all rows sorted in different pages making the information more manageable. If the import contains less than 500 rows users can select to display a series of lines or all lines. More than 500 rows: Epicor Software Corporation. All rights reserved.

85 Rel Release Less than 500 rows: Exporting the BOM to Excel In Release 2.12, users can export full descriptions from bills of materials to a spreadsheet. This means, the system no longer cuts off the exported descriptions at the first line, but exports the entire information. Use the More Actions drop down to select Excel > Export. The information displays automatically in your spreadsheet program. For more information about any of these new features, refer to the Job Management online help attached to the Job Management application Epicor Software Corporation. All rights reserved. 81

86 Eclipse Release Feature Summary Rel RF Pick & Pass Enhancements RF is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. Customer Request "As a warehouse manager, I need Eclipse to support our conveyor pick and pass process. This would improve our overall warehouse flow." Enhancement Descriptions In Release 8.7.9, the RF process introduces the new pick and pass support. This pick and pass process is a way of zone picking in which users pick one zone and pass the tote to the next zone and pick into the same tote, normally by use of a conveyer belt system. This means all picks are made into the same tote as it is passed down the line of pick groups. Authorization for Pick and Pass To use the RF pick and pass process, review the following setup recommendations and requirements. Lock Tote To Order In RF Picking control maintenance record should be set to Yes. RF Pick & Pass PNP Group Maintenance control maintenance record - Set to load pick groups to be used in Pick & Pass including the sequence through which to pass the totes. RF Pick & Pass PNP Exclude Ship Vias control maintenance record for Ship vias by branch to be excluded from the PnP logic except for the divert ship vias. RF Pick & Pass PNP Divert Ship Vias control maintenance record to track ship vias by branch to provide a "divert" value for the automated conveyor system. RF Pick & Pass PNP Tote Extension control maintenance record to define the file extension by branch when sending the Pick & Pass files to the server for Eclipse. These files are used by the conveyor system to determine the Pick & Path sequence. RF Pick & Pass PNP Keep Full Totes Together control maintenance record to define by branch if full totes are sent to the PACK stage. Assign the RF.PNP.OVERRIDE authorization key for users who need to override the RF Pick Select. The RF pick and pass process does not change the standard order processing. All phantoms and user interfaces control the order flow for fulfillment of orders. In addition, ship via pick priority, carton packing, manifest processes and shipping functionality all stay the same. Selection Screens The RF Pick Select screen displays when orders for selection have picks made by prior pick groups or unless the order's picking process originates at that pick group Epicor Software Corporation. All rights reserved.

87 Rel Release Using Automated Conveyors Eclipse also provides a process to import a file to control the automated conveyor system to route the tote to the correct pick groups. These files can be uploaded and dropped into the automated conveyor system and connected with Eclipse so that the processes are synced Epicor Software Corporation. All rights reserved. 83

88 Eclipse Release Feature Summary Rel Web Order Entry UI Enhancements Web Order Entry is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. Customer Request "I use the web order entry daily, and it's a great tool. It would be great if I could run it on the latest browsers and my tablet, if necessary." Enhancement Description In Release 8.7.9, a new Web Order Entry user interface changes the whole look-and-feel of the WOE experience. This new user interface update can be applied or patched to accounts that are running Eclipse Release and higher. The main page contains the same information with updates to remove "My" from several menu options and keep the scrolling banners in tact. Note: The new display must be requested through your Eclipse inside salesperson. There is no charge to upgrade, but it must be requested. The following enhancements are available for WOE-Level3: You can run the new WOE-Level3 interface on any of the major browsers, including Internet Explorer 8 and above, Firefox, and Chrome. The new user interface is optimized for viewing in modern browsers that support HTML5 and CSS3. The new display resizes to the interface/device being used. Menu options collapse to fit or to display through icons. Desktop browser menu Tablet menu Epicor Software Corporation. All rights reserved.

89 Rel Release Smart phone menu Your standard banner ads are still supported and scrolling still works with the specials. Users can manually scroll them or they auto-scroll every 5 seconds. Page breaks are now supported for WOE-Level3. Account information has been moved into an Account drop down menu. This was formerly the My Account menu. Embedded help has been improved and update to reflect the new changes. Wording for menu options has been changed to remove the "my" in the names, such as My Account is now Account. This change streamlines the look of the menu options and does not limit the menu when displayed on a smaller screen, such as a smart phone. You can replace the default logo with your own. Prior to Release in WEB-Level2, you had to create a logo in a.gif file format. The logo file format has now been changed to.png. The images are located in the following directory: \WOEC\images\logo.png. Note: The color scheme updates are no longer supported in WOE-Level3. Documentation has been updated to reflect the new changes. Separate help files indicate the Level 3 updates. Separate PDF files are available on the Customer Support Website. For Consideration After Upgrading If you applied any custom code for your style sheets or other page changes, you will need to reapply those changes. Additionally, if you made any changes to WOE level2 in HTML Maintenance and want those changes to display in WOE level 3, you must recreate them in WOE-Level3 HTML Maintenance to ensure the displays are correct Epicor Software Corporation. All rights reserved. 85

90 Eclipse Release Feature Summary Rel Web Integration Enhancements Web Integration is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. Enhancement Description In Release 8.7.9, the new UserDefinedProductCodes element has been added to use within the PartIdentifiers element. This new element can be used with any of the following request transactions: MassProductInquiry ProductInquiry SalesOrderSubmit SalesOrderSubmitPreview This element can contain a list of UserDefinedProductCodeX elements as follows: <PartIdentifiers> <UserDefinedProductCodes> <UserDefinedProductCode1></UserDefinedProductCode1> <UserDefinedProductCode2></UserDefinedProductCode2> <UserDefinedProductCode3></UserDefinedProductCode3> <UserDefinedProductCode4></UserDefinedProductCode4> <UserDefinedProductCode5></UserDefinedProductCode5> <UserDefinedProductCode6></UserDefinedProductCode6> <UserDefinedProductCode7></UserDefinedProductCode7> <UserDefinedProductCode8></UserDefinedProductCode8> <UserDefinedProductCode9></UserDefinedProductCode9> <UserDefinedProductCode10></UserDefinedProductCode10> </UserDefinedProductCodes> </PartIdentifiers> Example 1: The following displays an example transaction: <?xml version="1.0" encoding="utf-8"?> <!DOCTYPE IDMS-XML SYSTEM " <IDMS-XML> <ProductInquiry> <Security> <Login> <LoginID>JMITCHELL</LoginID> Epicor Software Corporation. All rights reserved.

91 Rel Release <Password>Jackson5</Password> </Login> </Security> <PartIdentifiers> <UserDefinedProductCodes> <UserDefinedProductCode2>CESCO222</UserDefinedProductCode2> </UserDefinedProductCodes> </PartIdentifiers> </ProductInquiry> </IDMS-XML> Example 2: The responses of each of those transactions also contain the UserDefinedProductCodes list, as show below. This example includes multiple defined codes for one item. <?xml version="1.0" encoding="utf-8"?> <IDMS-XML> <ProductInquiryResponse> <SessionID>J </SessionID> <Product> <Description>CAT GRANITE BLK double bowl sink THIS LINE4 LINE5</Description> <AlternateDescription></AlternateDescription> <PartIdentifiers> <EclipsePartNumber>108616</EclipsePartNumber> <UPCList> <UPC PrimaryUPC="Yes"> </UPC> <UPC PrimaryUPC="No"> </UPC> <UPC PrimaryUPC="No"> </UPC> <UPC PrimaryUPC="No"> </UPC> <UPC PrimaryUPC="No"> </UPC> <UPC PrimaryUPC="No"> </UPC> <UPC PrimaryUPC="No"> </UPC> </UPCList> <CatalogNumber>DRILLING HAMMER</CatalogNumber> <CustomerPartNumberList> <CustomerPartNumber>TILE TILE TILE</CustomerPartNumber> <CustomerPartNumber>TILE</CustomerPartNumber> </CustomerPartNumberList> <ProductKeywords>ZACH TEST3 BOWL SINK CESCO6 CESCO7</ProductKeywords> <Description>CAT GRANITE BLK double bowl sink THIS LINE4 LINE5</Description> 2014 Epicor Software Corporation. All rights reserved. 87

92 Eclipse Release Feature Summary Rel <UserDefinedProductCodes> <UserDefinedProductCode1>CESCO111</UserDefinedProductCode1> <UserDefinedProductCode2>CESCO222</UserDefinedProductCode2> <UserDefinedProductCode3>CESCO333</UserDefinedProductCode3> <UserDefinedProductCode4>CESCO444</UserDefinedProductCode4> <UserDefinedProductCode5>CESCO555</UserDefinedProductCode5> <UserDefinedProductCode6>CESCO666</UserDefinedProductCode6> <UserDefinedProductCode8>CESCO888</UserDefinedProductCode8> <UserDefinedProductCode9>CESCO999</UserDefinedProductCode9> <UserDefinedProductCode10>CESCO000</UserDefinedProductCode10> </UserDefinedProductCodes> </PartIdentifiers> For more information about Web Integration elements and tags, see the Web Integration User Manual available in PDF form in the online help documentation or on the Customer Support Website Epicor Software Corporation. All rights reserved.

93 Rel Release Wells Fargo Payment Manager Wells Fargo Payment Manager is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. Customer Request "I use Wells Fargo Payment Manager to process my payments. It would be great if Eclipse offered a way to incorporate that information and let me process my Eclipse payments through the Wells Fargo Payment Manager that we already use." Enhancement Description Eclipse provides an interface to the Wells Fargo Payment Manager provided by Wells Fargo Corporation. Wells Fargo payments use a flat file to process payments. These flat files convert the database information into a single, pipe-delimited ( ) file for bank processing. This file contains all the vendor payment information, the invoice or payable details, and credit card payment credentials. Wells Fargo can then use that flat file to record the invoices paid and the corresponding credit card payments. After creating and sending the file, the system monitors the file and alerts the user if the flat file processed successfully. Control Record Maintenance Enhancement Use the new Wells Fargo Payment Manager control maintenance record to define the payment restrictions and parameters for Wells Fargo Payment protocols. Review each tab in the control maintenance record to setup how you want the Wells Fargo Payment Manager to behave: Payment Types tab - Use to activate the Wells Fargo Payment Manager on site (see the green box in the image below). Define which payment codes to enable and use for Wells Fargo along with the miscellaneous charge product to associate with the payments for cash receipts. For example, in this setup the Next Day Checks, Same Day Checks, and CCER payment types are enabled for use: 2014 Epicor Software Corporation. All rights reserved. 89

94 Eclipse Release Feature Summary Rel CCER AP Control Setup tab - Identify additional challenge questions for payment verification and the vendor has questions about the payment. For example, in this setup the user must provide the ZIP code and the contact is a general number for the Accounts Receivable department: SAFE Transmissions Credentials tab - Enter the website and login information provided by Wells Fargo. Test your login connection for when payments are processed Epicor Software Corporation. All rights reserved.

95 Rel Release Wells Fargo Account Information tab - Identify by payment type the Division and Master Account Number (MAN) for each branch. Vendor Maintenance Enhancements In Release 8.7.9, after enabling the Wells Fargo Payment Manager feature, the system activates a new Wells Fargo Payment Manager tab in Additional Vendor Information window of Vendor Maintenance. Set up your payment type information, including the contact requirements for using the CCR payment type. The various field activate depending on which payment type you select in the Preferred Payment Type Code field. Codes in this field are determined by the Wells Fargo Payment Manager control maintenance record. A/P Entry Enhancements In Release to assist with the Wells Fargo Payment Manager feature, A/P Entry has been enhanced to display the payment type and allow adjustments, as needed, when processing payments through Wells Fargo Payment Manager Epicor Software Corporation. All rights reserved. 91

96 Eclipse Release Feature Summary Rel Wells Fargo Payments Window In Release 8.7.9, after enabling the Wells Fargo Payment Manager feature, the system activates a new Wells Fargo Payments window. The Wells Fargo Payments window helps you pay the invoices entered for Wells Fargo payments. The system marks the payable as paid with a fictitious check starting with WF. This notation "moves the liability" by creating a received purchase order for the Wells Fargo vendor. The system automatically transmits the flat while and users receive a system message indicating the successful completion of the file. Note: If the vendor has a maximum payment limit and the payment calculated is greater than that value, the system displays a message with the payables and total amount. Voiding Payments You can also void Wells Fargo payments, if needed, much as you would void a standard payment: Epicor Software Corporation. All rights reserved.

97 Rel Release For more information about the Wells Fargo enhancement, see the following topics in the Wells Fargo Payment Manager documentation: Setting Up Wells Fargo Payment Manager Using Vendor Maintenance Options Using A/P Entry Options Handling Wells Fargo Payments 2014 Epicor Software Corporation. All rights reserved. 93

98 Eclipse Release Feature Summary Rel Epicor University Content Enhancements The following enhancements have been added to the Solar Eclipse online help in Release Note: Regardless of the release you are currently running at your place of business, you can access the latest Eclipse documentation through the Customer Support Website. About Solar Eclipse - This option off the main Solar window was enhanced to include new ping data and server information. Added full description of areas to the Solar Navigation documentation. For more informisation see, Displaying System and Application Details in the Navigation online help documentation. Eclipse Graphing - Updated procedures and screen shots for new graphing interface. Eclipse Reports Category and Source Lists - New list of available report categories and sources. In addition, a list of default columns for each source is compiled Epicor Software Corporation. All rights reserved.

99 Rel Release Eclipse Reports Online Help - The full online help for Eclipse Reports has been added to the main F11 help system. As of Release 8.7.9, you do not have to launch Eclipse Reports to access the information. Eclipse Product Ranking Examples - New examples of product ranks and how they work included in the Forecasting online help documentation. Additionally, improvements were made in the Updating Projected Service Levels by Ranks. Variable Dating Examples - New examples of variable dating and how they work in Eclipse. A/R Inquiry Window Attributes - New listing of available tasks for the A/R inquiry window detailing the new listings added in Release and Release for credit information and account information at-a-glance. Suggested P/O Report - All available column options documented with default columns noted. Web Integration - New Appendix C includes support-compiled Frequently Asked Questions. Eterm F11 and F9s added for Call Tracking Update Utility. Using the Help System - Documentation updated for current release information, troubleshooting, and directions for accessing the help. Web Order Entry Level 2 and Web Order Entry Level 3 - Separate help files indicate the Level 3 updates. Separate PDF files are available on the Customer Support Website: Epicor Software Corporation. All rights reserved. 95