RONA Eagle Telecommunications User s Guide

Transcription

1 RONA Eagle Telecommunications User s Guide Revised: February 14, 2014 This manual contains reference information about Epicor Software Corp. software products. The software described in this manual, as well as the manual itself, is furnished under the terms and conditions of a license agreement. The software consists of software options which are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no other part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Epicor Software Corp. From time to time, Epicor Software Corp. makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens which appear in the manual may differ somewhat from the version of the software provided to you. Created by Epicor Software Corp. 1064d Hargrieve Road London, ON N6E 1P5

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3 Contents Introduction... 1 Available Features... 1 Purchase Order Transmission... 1 Electronic Invoicing... 1 Electronic File Maintenance... 2 Price Change Updates... 2 Activity Data... 2 Who Should Use This Guide... 3 Where to Get Help... 3 For questions about... 3 Setting Up Your System... 4 Step 1 Configure System Options... 4 Step 2 - Notify RONA... 5 Step 3 - Setting Up Vendor Information in Function MVR... 5 Step 4 - Set Up Supplier ID Links... 5 Step 5 - Set Up Communication Parameters in RONUTL... 7 Choosing the FTP type... 7 Secure FTP (1-way SSL)... 7 Secure FTP with Certificates (2-way SSL)... 7 Step 6 - Set Up RONA Control Streams in TCSUTL...11 Step 7 - Setting Up Defaults in Function Electronic File Maintenance (EFM)...14 Purchase Orders (EPO)...19 An Overview of the Transmission Process...19 Electronic File Maintenance (EFM)...22 FAQ s...22 Receiving EFM Data...23 Item Maintenance (EFM)...25 Reading the Transmission Reports...25 Item Update Transmission Report...25 Reviewing EFM Data...26 Making Changes to EFM Data...27 Updating EFM Data to Your Inventory...28 Order Confirmation (CRQ)...30 UPC Build/Maintenance (EUU)...31 Revised: February 14, 2014 RONA Telecom Users Guide i

4 Activities (ACT/CDA)...33 Activity Data Overview...33 About Activity Data...33 Receiving Activity Data...34 Checking the Transmission...34 Reviewing the Reverse P.O. Report...34 Preliminary Page...34 Detail section...35 Report Totals section...36 Reviewing Activities in MPO (Maintain Purchase Orders)...36 Creating a P.O. to Transmit...40 Reviewing Promotional Items...42 Promotion Pricing (PRM)...43 Activating Promotion Prices...43 Printing the Update Promotion Price Report...44 Price Changes (PRI)...46 Overview...46 FAQ s...46 Receiving Price Changes with Function EFM...47 Reviewing the Transmission Report...47 Editing Price Changes...49 Blocking Price Changes on Selected Items...50 Printing the Price Change Report (RPC)...52 Multiple Selling Units...53 Finalizing Your Price Changes...54 Electronic Invoicing (ERP)...55 Overview...55 Posting Receipts...55 Reviewing the Exception Report...59 Checking In the Shipment...60 Printing a Receiving Edit List...60 Finalizing Your Receipts...62 Weekly Sales Information (RER/HEB)...64 ii RONA Telecom Users Guide Revised: February 14, 2014

5 Introduction The purpose of this guide is to help you become familiar with the features and benefits of using the telecommunication features available on your system. RONA and Epicor Software Corp. work together to provide you with features that enhance the use of the Eagle system in your business. This chapter presents an overview of the telecommunication features and information on how to use the guide. This chapter introduces this guide and describes: telecommunications features and benefits who should read this guide how this guide is organized the conventions used throughout other resources for information Available Features The following telecommunication features are currently available to RONA dealers: purchase order transmission send Purchase Orders electronic invoicing receive a copy of the invoice before the order arrives electronic file maintenance receive inventory changes, new items and Purchase Order confirmations price change updates receive regular & promotional price changes Activity data These telecommunication features are, in some cases, unique to RONA. You can move information quickly between your Eagle system and the RONA system, allowing you to better serve your customers. RONA dealers benefit from the following telecommunications features. Purchase Order Transmission Purchase order transmission allows you to transmit regular orders and Activity orders. Transmitting purchase orders reduces the need for you to manually enter orders. The orders can be transmitted to RONA at any time up to the order deadline. Both the dealer and RONA retain a copy of the transmitted purchase orders. Electronic Invoicing Electronic invoicing allows you to electronically receive invoice information before the shipment arrives. Electronic invoicing reduces the time it takes you to receive an order and reduces posting errors. You can also improve inventory management by reducing out-of-stocks and improve gross margin by immediately taking advantage of price changes. Revised: February 14, 2014 RONA Telecom Users Guide 1

6 Electronic File Maintenance Electronic file maintenance allows you to electronically receive and add new RONA items to your Inventory. You can also receive updates to items currently in your Inventory. Electronic file maintenance reduces the manual effort involved in adding new items to your inventory and in managing the changes to items currently in your inventory. Electronic file maintenance also allows you to electronically receive Order Confirmations for all newly placed orders. Processing Order Confirmations ensures that your On-Order quantities reflect your actual orders as placed with RONA regardless of the method used to place the order. Price Change Updates Price change updates allow you to electronically receive RONA price changes. Once your system receives the changes, the SKU numbers are matched against your Inventory File. Price change updates reduce the time it takes to make price changes; therefore, price changes can be activated more quickly, which will help increase margins. Since the price updates are automated, you should see a reduction in labour costs. Price changes are matched to the Inventory File on your system, so the items that change are easily identified. You no longer need to try to determine which items are stocked. Multiple selling units will be set up as required at this time. Activity Data Function EFM also receives Activity data, including both Activity item records for ordering and promotional pricing records. When you receive Activity data using Function EFM, you reduce the manual effort involved in capturing and using Activity data. The system will use Reverse PO to automatically create purchase orders for these items allowing you to review before transmission to RONA. 2 RONA Telecom Users Guide Revised: February 14, 2014

7 Who Should Use This Guide This guide will be useful for anyone who is responsible for telecommunications with RONA. You ll use telecommunications to: Send purchase orders. Receive order confirmations and send acknowledgements. Receive electronic invoices. Receive inventory maintenance. Receive price changes. Receive Activity data. Where to Get Help Use the following guide to help you locate the right source when you have questions. For questions about Setting up the Eagle system for telecommunications with RONA Check this guide. If you can t find the answer, call the Advice Line at Eagle Error messages and solving problems Be sure to check out the built-in Eagle Help. If you can t find the answer, call the Advice Line at Epicor Eagle Training classes and seminars Call your Project Manager or Implementation Specialist at Revised: February 14, 2014 RONA Telecom Users Guide 3

8 Setting Up Your System This chapter describes how to set up your system prior to the first time you transmit to or receive information from RONA. This chapter provides the following information: how to set up your system control stream how to set up your system to send P.O. s how to set up your system to receive electronic invoices how to set up your system to receive electronic file maintenance (EFM) data how to sequence the various files from RONA Prior to the first time you transmit or receive information from RONA, several setup steps need to be completed. The setup steps may include a test transmission to RONA. Once the steps are completed, you can refer to other chapters in this manual for the specific procedures for receiving or transmitting data to RONA. Many of the Activities listed throughout this section will be configured for you during your implementation cycle. Step 1 Configure System Options Validate the system is configured with the following Options. 1. Open Eagle Browser. 2. In the Launch bar type OPT and press J. 3. Press C+I or click the ID button in the main menu bar. When the Select Option ID to Display window appears enter the following options and verify the values. Press 5 or click the Change button for any and all modified values. a. ID 52 Always Enforce Ordering Multiple in Purchasing? = Y (Always) or P (Prompt) b. ID 101 Next PO Number To Assign = set to a 7-digit number (i.e ) When this number passes , you must re-set it back to a 7-digit number. c. Multi-store ID 118 Keep Prices the Same in All Stores? = Y or N d. ID 1014 RONA E4W Telecomm on System = Y e. ID 1141 (System) Distributor EFM = Y f. ID 3020 Update Vendor Records Through EFM Even if Name Does Not Match? = N g. ID 3218 Update Pre-existing Price Change Records = Y h. ID 3220 EFM Add Items To All Specified Stores = Y i. ID 3240 Do Telecomm Applications Update the Primary UPC Flag? = Y j. ID 8857 Allow up to a 10-character Vendor PO# = Y 4. The following options are set by saving a default view for each of the reports. a. ID 4011 EFMR Default Report View (RONA EFM) = select Default after saving report b. ID 4012 EUUR Default Report View (RONA EUU) = select Default after saving report c. ID 4014 ERPR Default Report View (RONA ERP) = select Default after saving report d. ID 4015 EPOR Default Report View (RONA EPO) = select Default after saving report 4 RONA Telecom Users Guide Revised: February 14, 2014

9 Step 2 - Notify RONA Prior to receiving files for the first time, do the following: 1. Call RONA Support and tell them you want to receive electronic invoices. a. You must call RONA at least two weeks before your first order to have the electronic invoicing flag turned on. b. You must also select and arrange setup of your FTP type (see Step 4) at least two weeks before your first order. c. You need to give RONA the Rona Store ID for every corresponding Eagle store 2. RONA will give you a username and password for each store. Step 3 - Setting Up Vendor Information in Function MVR Use the following procedure to enter RONA vendor information in Function MVR. 1. Open the Eagle Browser. 2. In the Launch bar, type MVR and press J. The Vendor File Maintenance (MVR) screen displays. 3. At Vendor, type your code for RONA and press 6 <Display>. 4. Check the Assigned Customer # field. If your Store ID is not shown, enter it. Your Store ID must be five digits long (add a preceding numeric 0 if needed to make it five digits long). For example if your store number is 2925, type and press J. 5. Set up the RONA vendor s Order Info tab with Backorder = Y. 6. Press 5 <Change> to save your changes. 7. Multi-store Review the RONA vendor record for each store on your system. Do the following: a. Select the next store number on your system from the drop down menu in MVR and press 6 <Display>. If the vendor record does not display for that store, add it. b. Repeat steps 4 to 6 until all stores are set up on your system. 8. Click File Exit to close MVR when complete. Step 4 - Set Up Supplier ID Links Use the following procedure to link your vendors to Rona s suppliers. 1. Open Network Access. 2. In the Function field, type RONMVL and press J. The Maintain Rona Suppler ID Link screen displays. 3. At Eagle Vendor#, type your code for the first vendor to be linked and press J. 4. At RONA Supplier No: click Display. The cursor moves back to the Eagle Vendor# field and the Eagle Vendor Name for the selected vendor is displayed. Revised: February 14, 2014 RONA Telecom Users Guide 5

10 5. If the correct Eagle vendor has been selected press J. The cursor moves back to the RONA Supplier No: field. 6. Enter the RONA Supplier Number for the selected Eagle vendor and click Change. The Rona supplier number entered must exactly match the number as specified by Rona, including any leading zeros. 7. Continue setting up Supplier ID links as required. Once Supplier ID links are set up, the link can be viewed on a line added in the Notes tab in MVR: Modifying the information on this line in MVR does not update the actual stored link. If you modify this value, you will no longer be able check the linked Rona supplier. 6 RONA Telecom Users Guide Revised: February 14, 2014

11 Step 5 - Set Up Communication Parameters in RONUTL Choosing the FTP type The important thing about choosing the type of FTP to use is that either choice could result in up to 2 weeks delay before FTP can actually be used. Getting the certificates generated might take a few days. Getting added to the RONA virtual community can take from a few days to up to 2 weeks. RONA allows 2 types of FTP telecom to their FTP server: Secure FTP (1-way SSL) Secure FTP with Certificates (2-way SSL) Secure FTP (1-way SSL) In order to be able to use Secure FTP between Eagle and RONA, the IP address of your Eagle server must be: A static public IP address. Registered in the RONA virtual community. If you aren t already part of the RONA virtual community and your Eagle server has a static public IP address, you can apply to RONA to be added to their virtual community. If you don t want to be part of the RONA virtual community, your Eagle server doesn t have a static public IP address, or your Eagle server IP address may change, you should use Secure FTP with Certificates. If you want your Eagle server to be added to the RONA virtual community, initiate a service or change request by sending it to the RONA support desk (CSIRona). After submitting the request, it can take from a few days up to 2 weeks before RONA will notify you whether your Eagle server IP address has been added to the virtual community. If your application is turned down, then you must use Secure FTP with Certificates. Once you start using Secure FTP, if for any reason the IP address of your Eagle server changes: Your Eagle telecom to RONA will stop working. To get your Eagle telecom to RONA working again, you ll need to either: a. Initiate a service or change request to RONA with the new IP address of your Eagle server. Or b. Switch to using Secure FTP with Certificates. Secure FTP with Certificates (2-way SSL) In addition to the following setup, in order to be able to use Secure FTP with Certificates between Eagle and RONA, the Eagle server must have FTP certificate information for each of your RONA Store IDs defined on Eagle in RONUTL. This setup will be completed by your Implementation Specialist. Revised: February 14, 2014 RONA Telecom Users Guide 7

12 Page 1 for Secure FTP (1-way SSL) Page 1 for Secure FTP with Certificates (2-way SSL) 8 RONA Telecom Users Guide Revised: February 14, 2014

13 Page 2 for both 1-way SSL and 2-way SSL Complete the following fields on the two pages shown above: Do NOT use the settings shown in the above Test Store setup. 1. Transmission Type (F for 1-way SSL or C for 2-way SSL) 2. Set FTP Authtype (always N) 3. FTP Open Authtype (always 1) 4. Secure FTP Host Name (always sx.rona.ca) 5. Secure FTP Port (if Trans Type is F = 21990; if Trans Type is C = 23990) 6. English or French Data allows the user to process the English or French data fields downloaded from RONA. NOTE When this field is set to E (English) or F (French) and saved by pressing Change, the corresponding RONA Unit of Measures are added to the MUM screen. Information about the UOMs that are added is put into the Miscellaneous Log. 7. SKU Default Department 8. SKU Default Class 9. SKU Default Fineline 10. Multi-store Store ID the Assigned Customer # for the store being set up from Step 3 - Setting Up Vendor Information in Function MVR on page 5) 11. Multi-store ST the Eagle assigned store number for the store being set up. 12. Multi-store Username supplied by RONA Revised: February 14, 2014 RONA Telecom Users Guide 9

14 13. Multi-store Password supplied by RONA 14. PQR (Populate Quantity Received) N = create receiving PO s with zero quantities in order to force entry of quantity received on al lines. Y = create receiving PO s with the invoice amount populated and just modify the lines requiring correction. If you want to test the FTP connection between Eagle and RONA, set the Act column to T for each row you want to test and then use the Run function to test the FTP connection. If it is set up correctly a message will be displayed as follows: If you want to run the tests now, enter Y, and the tests will run. A message at the bottom of the screen indicates if the tests were successful or not. If one or more tests failed, view details in the Async Transmission Log to try to resolve the issue(s). 10 RONA Telecom Users Guide Revised: February 14, 2014

15 Step 6 - Set Up RONA Control Streams in TCSUTL Use the Utility TCSUTL to add RONA control streams. MTC can be used to view or modify these control streams. 1. Select 6 for RONA FTP in the Control Stream Vendor field. 2. Select 1 for EFM1 in the Transmission Type field. Revised: February 14, 2014 RONA Telecom Users Guide 11

16 3. Enter RONEFM1 in the Control Stream Name field and create it with the following entries. Save the setup when done. a) FTP - starts the FTP (File Transfer Protocol) session b) OFP - opens the FTP connection c) RUFRON - receives files from RONA d) CFP - closes the FTP connection e) EFMRON - Processes Item Maintenance, Barcodes and Taxes (IN1,PDV) This Control Stream processes Item Maintenance, Barcodes and Taxes. It is run prior to RONEFM2 to ensure that items are added before processing multiple units of measure in the PRI file. 4. At the main TCSUTL window select 2 for EFM2 in the Transmission Type field, enter RONEFM2 in the Control Stream Name field and create it with the following entries. Save the setup when done. a) FTP - starts the FTP (File Transfer Protocol) session b) OFP - opens the FTP connection c) RUFRON - receive files from RONA d) CFP - closes the FTP connection e) RPARON - processes the RONA Price file (PRI) f) RMARON - processes the RONA Promo Pricing file (PRM) g) RPORON - processes the RONA Activity file (ACT/CDA) h) OCRRON - processes the RONA Order Confirmations (CRQ) i) RIFRON - downloads RONA Electronic Invoice files from RONA (FAC) j) MFRRON - downloads RONA Vendor Maintenance files This Control Stream processes the remaining files from RONA. It is run after RONEFM1 and after RFL has been processed to add new items. 5. At the main TCSUTL window select 4 for EFMOC in the Transmission Type field, enter RONEFMOC in the Control Stream Name field and create it with the following entries. Save the setup when done. a) FTP - starts the FTP (File Transfer Protocol) session b) OFP - opens the FTP Connection c) RUFRON - receives files from RONA d) CFP - closes the FTP Connection e) OCRRON - processes the RONA Order Confirmations (CRQ) This Control Stream processes Order Confirmations. 12 RONA Telecom Users Guide Revised: February 14, 2014

17 6. At the main TCSUTL window select 7 for UCO in the Transmission Type field, enter RONUCO in the Control Stream Name field and create it with the following entries. Save the setup when done. a) FTP - starts the FTP (File Transfer Protocol) session b) OFP - opens the FTP Connection c) SFFRON - sends the Store PO numbers to RONA (UCO) d) CFP - closes the FTP Connection This Control Stream sends the UCO file to RONA. It is queued automatically from the RONEFMOC control stream. The Control Stream must be named RONUCO with no prefix or suffix - all stores are processed by this control stream. 7. At the main TCSUTL window select 5 for ERP in the Transmission Type field, enter RONERP in the Control Stream Name field and create it with the following single entry. Save the setup when done. a) RIFRON - processes Electronic Invoices (same as in EFM control stream but files are received by EFM and processed by ERP) This Control Stream processes Invoices previously downloaded by EFM. 8. At the main TCSUTL window select 6 for PO in the Transmission Type field, enter RONPO in the Control Stream Name field and create it with the following entries. Save the setup when done. a) BPORON - builds the RONA PO File (RQM) b) FTP - starts the FTP (File Transfer Protocol) session c) OFP - opens the FTP Connection d) SPFRON - sends the RONA Purchase Order e) CFP - closes the FTP Connection This Control Stream sends Purchase Orders to RONA. 9. At the main TCSUTL window select 8 for RER in the Transmission Type field, enter RONRER in the Control Stream Name field and create it with the following entries. Save the setup when done. a) FTP - starts the FTP (File Transfer Protocol) session b) OFP - opens the FTP Connection c) SFFRON - sends the RONA Sales Information d) CFP - closes the FTP Connection This Control Stream sends sales information to RONA. Revised: February 14, 2014 RONA Telecom Users Guide 13

18 Step 7 - Setting Up Defaults in Function Electronic File Maintenance (EFM) Eagle EFM includes a feature that allows you to customize the EFM report profile and save defaults. We will also discuss setting EFM up in QUEUE. Both saved reports and queued reports will save you time because you do not have to fill in the fields on the screen each time you receive EFM data. BEST PRACTICE - It is a best practice to save the report profile that will be added to your End of Day queue. This will allow you to change these defaults at any time and rebuild the queue if necessary. Otherwise the queue will need to be deleted and re-added without knowledge of the specific details of the existing EFM. This is an important distinction as the EFM report is not drillable whereas most other queues are in fact available through Eagle drill down. Multi-Store Multi-Store EFM must be queued and/or run in the lock-in store. You must also be locked into the appropriate store when running ERP. Use the following procedure to set up and save your defaults. If you need more information about a field while working on this screen, use Eagle help by pressing 1 or clicking help from the Eagle Browser Main Menu Bar. 1. Open Eagle Browser. 2. Type EFM in the Launch bar and press J. The Electronic File Maintenance (EFM) Transmission report displays. 3. At Transmission Control Stream, type RONEFM (if it doesn t default to displaying it) and press J. The Print Setup screen displays. 4. On the Print Setup tab, select S (Spooler Only) from the Print To drop down menu and press J. Type 91 in the Spooler Options Channel Number field. Spool the report to a channel so you can review the report in function MSP before you print it. 14 RONA Telecom Users Guide Revised: February 14, 2014

19 5. On the Options tab select the Vendor Code for RONA from the drop down menu. 6. On the Existing Items tab, select Yes for Update Existing Items in order to add items to Flex Name RONEFM for review. If you select No then no items will be added to RONEFM. Complete the page by selecting the following: a. Options i. You must choose A Add even if Vendor does not match ii. It is recommended to Print Items Not on File b. Fields to Update It is a best practice to choose A Update All Fields but you may elect to be more selective. For example, you may choose to maintain your own descriptions. If you wish to pick and choose then simply select the fields you wish to update. c. FIL Posting Flag Default Select Y to set the FIL Change item in IMU flag on each item to Y to update the changes to your inventory data. You can review the items and change the flag to N for items you do not wish updated. Use this setting if you update most/all items. Select N to set the FIL Change item in IMU flag on each item to N to not update the changes to your inventory data. You can review the items and change the flag to Y for items you do wish updated. Use this setting if you do not update most/all items. 7. On the New Items tab, select Yes for Add New Items in order to add items to Flex Name RONNEW for review. If you select No then no items will be added to RONNEW. Complete the page by selecting the following: a. Use Default Dept for All Set this field to N to use the RONA specified departments for new items. b. Default Dept REQUIRED You need to select a default department to prevent error messages even if you selected N for the previous setting. This department will be used if the department is not specified by RONA for an item. c. FIL-Posting Flag Default Select Y to set the FIL Change item in IMU flag on each item to Y to add the item to your inventory data. You can review the items and change the flag to N for items you do not wish added. Use this setting if you add most/all items. Select N to set the FIL Change item in IMU flag on each item to N to not add the item to your inventory data. You can review the items and change the flag to Y for items you do wish added. Use this setting if you do not add most/all items. d. Multi-store In Stores Make sure this is configured to the corresponding store value 8. On the Incl/Excl Dept tab, if you wish to include or exclude certain departments from being added to your system then specify those departments here. NOTE This is only functional when you select Y under the Add New Items section of EFM. For more information about a field, use help by pressing 1 <Help>. Revised: February 14, 2014 RONA Telecom Users Guide 15

20 10. On the Price Change tab, select the store for which this report is being generated. It will default to your Lock-in store. (Multi-store set up an EFM for each location.) Complete the page by selecting the following: a. Print Type Recommended S Spooler Only b. Printer Select Printer Number only if you are printing c. Update Options Recommended options are: i. A Add Even if Vendor Does Not Match ii. C Update Replacement Cost Only iii. R Update Retail Price d. Report Options Recommended Z Print Items Not on File e. Vendor Code Choose your Vendor Code for RONA 11. On the Promo Prices tab, select the store for which this report is being generated. It will default to your Lock-in store. (Multi-store set up an EFM for each location.) Complete the page by selecting the following: a. Print Type Recommended S Spooler Only b. Printer Select Printer Number only if you are printing c. Report Options Recommended Z Print Items Not on File d. Update Options Recommended A Add Even if Vendor Does Not Match e. Vendor Code Choose your Vendor Code for RONA 12. On the Reverse PO tab, select the store for which this report is being generated. It will default to your Lock-in store. (Multi-store set up an EFM for each location.) Complete the page by selecting the following: a. Store Should contain value of corresponding store b. Print Type Recommended S Spooler Only c. Printer Select Printer Number only if you are printing d. Buyers Initials Add Default Buyers Initials 16 RONA Telecom Users Guide Revised: February 14, 2014

21 e. Add Items Not on File Y This will append items from incoming file f. Vendor Code Choose your Vendor Code for RONA 13. On the Order Confirm tab, select the store for which this report is being generated. It will default to your Lock-in store. (Multi-store set up an EFM for each location.) Complete the form by selecting the following: a. Print Type Recommended S Spooler Only b. Printer Select Printer Number only if you are printing c. Vendor Code Choose your Vendor Code for RONA d. Report Options Set as preferred e. Multi-store Store Should contain value of corresponding store 14. When these configurations have been completed then the next action is to save this report profile. In order to save this report select Action Save or press 5 <Save>. or Revised: February 14, 2014 RONA Telecom Users Guide 17

22 15. The Save Report dialog box will open. Enter a logical name for your report profile and click the Save button. Multi-store Set up a default for each store. NOTE If you click 6 <Open> you will see that your report is now listed. You can now recall this report to modify at any time. 18 RONA Telecom Users Guide Revised: February 14, 2014

23 Purchase Orders (EPO) This section provides step-by-step instructions for transmitting purchase orders. Using this feature saves you time when ordering merchandise. This chapter provides the following information: an overview of the transmission process answers to questions you may have procedures for preparing and transmitting purchase orders instructions for preparing orders and saving them to transmit at a later time procedures for transmitting saved purchase orders An Overview of the Transmission Process This section provides an overview of the transmission process. When transmitting a purchase order, you can prepare and transmit it at the same time, or prepare and then transmit it at a later time. 1. Create the purchase order with function MPO or report RSO in accordance with Eagle Purchasing and Receiving. Multi-store Ensure the correct store is selected in the Store drop-down. NOTE If the P.O. pertains to an Activity: a. Order Type must be set to F (Future) b. Enter the 3-character Activity Code followed by the 2-digit Delivery Number in the Reference# field. See the section Reviewing Activities in MPO (Maintain Purchase Orders) for more information. Revised: February 14, 2014 RONA Telecom Users Guide 19

24 2. Prepare and transmit the purchase order with function EPO using the RONEPO control stream. 3. Select the Options tab. Multi-store Ensure the correct store is selected in the Ship-To Store drop-down. Leave Purchase Order Type set to 0. Option X is not normally used, but you may need to select it if you are asked to retransmit a previously transmitted purchase order. 20 RONA Telecom Users Guide Revised: February 14, 2014

25 4. On the From/To tab select the P.O. or range of P.O. s to be transmitted. Multi-store Ensure the correct store is selected in the Store drop-down. 5. Press 4 <Run> to send the order(s). 6. Use function ASYMSG to verify successful transmission. Revised: February 14, 2014 RONA Telecom Users Guide 21

26 Electronic File Maintenance (EFM) Various updates are electronically transmitted from RONA to your Eagle system. This process is called Electronic File Maintenance (EFM). EFM data can include any or all of the following: FAQ s CRQ Order Confirmations UCO Upload Eagle P.O. Numbers to RONA IN1 Item Maintenance PDV UPC Build/Maintenance and Tax Information PRI Price Changes ACT/CDA Activity Calendar/Activity Details PRM Promo Price Changes FAC Invoices for P.O. Receiving This section presents the answers to some commonly asked questions about receiving EFM data. How often should I receive EFM data? You should receive EFM data at least once a week. If you miss a week, your Eagle system will receive the file(s) you missed the next time you receive EFM data. RONA updates its transmission files (which contains EFM data) weekly. Can I receive the same EFM data file more than once? No. If you need to receive a file again, call the Advice Line at What information is included in EFM data? EFM data includes inventory fields such as department, class, order multiple, and description. You determine which fields update Function FIL with the Fields to update field in Function EFM. Is EFM data transmitted directly to my Inventory File? Yes and No. Your item maintenance records and first time buys will be processed automatically. Your new items and item builds are not immediately affected by EFM data. The system receives and stores the data so that you can review and change it before you add it to your Inventory File. FIL will store this data and RFL will change/update EFM data. Refer to the setup section for more information on dataflow and which records will be maintained automatically. I use my own SKU numbers. Can I still receive EFM data? Yes. However, it is highly recommended that you convert custom departments to the RONA hierarchy. Doing so will allow you to automate laborious tasks which would otherwise be manual as described in the answer to the next question. 22 RONA Telecom Users Guide Revised: February 14, 2014

27 I use my own department codes. Can I receive new item EFM data and not use RONA codes? Yes. However, it is highly recommended that you convert custom departments to the RONA hierarchy. In doing so, you will be able to automate laborious tasks which would otherwise be manual as described in the next few sentences. In Function EFM, type Y in the Use Default Dept for All fields and fill in the Default Dept field. Then all new items are updated to Function FIL with the default department code. You can change the code in Function FIL to the correct department code for each item. Is there a quick way to delete a whole range of EFM data? Yes. Use report RFL and one of the three following options. Use option Z to delete all EFM data. Use option X to delete invalid data. Invalid data is any item that generates an error message when you print Report RFL. Use option Y to delete items you did not select to add to your Inventory File. This is any item whose Function FIL Add/Change item in IMU field is N. I received EFM changes last week, but have not added the changes to my Inventory File. What happens if I receive EFM data again? If data for an item exists in FIL and you receive more updates for that item, the newer data supersedes the previous data and updates FIL with the latest changes. Receiving EFM Data The following procedure explains how to receive EFM data and how to check the transmission log for messages. Use function EFM to receive EFM data. In function EFM you can use the defaults that you previously set up or you can type over any of the default values. Follow these steps to receive EFM data. This is the manual process of executing EFM; however, EFM normally is set up to run automatically in a queue. 1. Open Eagle Browser. 2. Type EFM in the Launch bar and press J. The EFM screen will appear. 3. Select 6 <Open> and choose the RONA report profile you saved in section Click 4 <Run> and close EFM. This will initiate the call from your Eagle system to the system at RONA. Revised: February 14, 2014 RONA Telecom Users Guide 23

28 5. To ensure you had a successful transmission, type ASYMSG in the Launch bar and press J. The Async Transmission Log displays. A message similar to the following indicates a successful transmission. If you have a problem receiving EFM data, try receiving EFM data again. If you are still not successful, do the following: a. Check ASYMSG for messages about the transmission. b. Make note of any error messages you see on the screen and call the Advice Line at to help you solve the problem. 24 RONA Telecom Users Guide Revised: February 14, 2014

29 Item Maintenance (EFM) Reading the Transmission Reports After receiving EFM data, the system spools reports in function MSP; where the Item Update Transmission Report will now be available for review. Item Update Transmission Report 1. Open Eagle Browser. 2. Type MSP in the Launch bar and press J. 3. Press 6 <Display> to review the spooled Item Update Transmission Report in function MSP. The report name is EFM. The report consists of the following three sections: a) Prepage shows the options you chose for the EFM transmission b) Details page(s) shows items with details of changes, new items with details, and reasons certain items may not be added or changed. c) Totals Page shows information about the total number of records received for new and existing items The Item Update Transmission Report does not show the EFM data updated to Function FIL. Use the procedure in this chapter, Reviewing EFM Data, to print that information. The following is an example of the Totals Page. ITEM UPDATE TRANSMISSION REPORT FOR EAGLE 2 -RONA Telecom Testing OPTIONS: 12/ 2/11 14:48:37 PAGE: 20 TOTALS PAGE TOTAL NEW ITEM RECORDS RECEIVED...: 2,172 TOTAL CHANGE RECORDS RECEIVED...: 33 TOTAL DELETED/DISCONTINUED RECORDS RECEIVED...: 0 TOTAL RECORDS ADDED FOR MAINTENANCE...: 41 TOTAL RECORDS ADDED AS NEW...: 2,132 TOTAL NOT ADDED BECAUSE THERE WAS NO CHANGE...: 0 GRAND TOTALS...: 2,173 END OF REPORT This section includes reference information that you can use to determine: Total records added for maintenance This is the number of items added to FIL RONEFM for maintenance on existing items in your Inventory. Total records added as new This is the number of items added to FIL RONNEW to be added as new items in your inventory. Records received more records may be received than are updated to FIL because of choices you made in Function EFM (for example, you chose not to add new items) or because the item does not exist in your Inventory File. Revised: February 14, 2014 RONA Telecom Users Guide 25

30 Reviewing EFM Data The following procedure explains how to use Report RFL to review New Items from EFM data. After reviewing the data, use Function FIL to make changes to the data. Function FIL is explained in the next section, Making Changes to EFM Data. Remember Item Maintenance is updated automatically through queued processes. 1. Open Eagle Browser. 2. Type RFL in the Launch bar and press J. The Flexible Inventory Loading Report (RFL) screen displays. 3. On the Print tab select S Spooler Only from the drop down menu. Leave the remaining items with the default settings. 4. On the Options tab select the store for which this report is being generated. It will default to your Lock-in store. Multi-store set up an EFM for each location Complete the form by selecting the following: a. Print Sequence 2 SKU b. Options Do not use Option F. You do not want to add the EFM data to your Inventory File until after you review it and make any needed changes. Select the data you want to see otherwise c. Ignore Errors Do not select any Ignore Errors options d. Flex Name RONNEW review EFM data for new items from RONA. NOTE Be sure to review reports for any item add failures. An item may not add because of information which may be missing. Reason codes will vary but will be reflected on the report. 5. Press 4 <Run> and close RFL. You now have a report of EFM data. Use function MSP to review the report. Look for information that you do not want to add to your Inventory File. Review the report for error messages. Error messages print if supporting information is not set up. For example, you chose to update the class field. The EFM data for an item includes a class that is not set up in Function MCL. This causes the following error message to print on the report: ****ERROR**** IN: CLASS FOR SKU: You can do the following: Correct the error by adding the supporting information that is missing using the appropriate function (such as the class code in Function MCL in the previous example). Change the EFM data in function FIL. Run report RFL with the Ignore Errors option when adding EFM data to your inventory. If you use this option instead of correcting the errors, you will be reminded of the error if you try to change the SKU in function IMU or sell the item at POS. 26 RONA Telecom Users Guide Revised: February 14, 2014

31 Use the procedure in the next section, Making Changes to EFM Data, if you want to change the EFM data before you add it to your Inventory. If you need more information about error messages and how to correct them, refer to your Inventory Item Information Manual, the tabbed section, Loading Inventory. Making Changes to EFM Data The following procedure explains how to make changes to EFM data in Function FIL. You can display EFM data about new items with Flex Name RONNEW. To display EFM data for existing items in your Inventory File, use Flex Name RONEFM. In Function FIL you can: Display the item and its EFM data. Change or delete information for the item. Set the Add/Change item in IMU field so only those changes you want to make are added to your Inventory File. Change the In Stores field for new items. 1. Open Eagle Browser. 2. Type FIL in the Launch bar and press J. The Flexible Inventory Loading (FIL) screen displays. 3. In the Flex Name field type RONEFM or RONNEW. Press 6 <Display>. If function EFM was run with Existing Items Update Existing Items set to N, RONEFM will not be created. If function EFM was run with New Items Add New Items set to N, RONNEW will not be created. Multi-store Add New Items in Stores field and Store drop-down. Revised: February 14, 2014 RONA Telecom Users Guide 27

32 4. The value in the Change Item in IMU column indicates whether an item will have changes updated when viewing RONEFM, or whether an item will be added when viewing RONNEW. 5. Scroll through the list to find the item you want to change. By clicking a field you can do the following with an item: a. Press D to clear a particular field of EFM data that you do not want to add to your Inventory File. b. Type over the data in a field so that the system adds the information you type, and not the EFM data, to your Inventory File. c. Change the Change item in IMU field so that the system adds or does not add new items to your Inventory File (Flex Name RONNEW only). d. Change the Change item in IMU field so that the system applies or does not apply EFM changes to existing items in your Inventory File (Flex Name RONEFM only). 6. Repeat step 5 for all the items you need to change. After you make all your changes press 5 <Change>. You can run Report RFL if you want to review the EFM data again. Then use the procedure in the next section, Updating EFM Data To Your Inventory, to add the EFM data to your Inventory File. 7. Press E to exit the screen. Updating EFM Data to Your Inventory The following procedure explains how to add/update EFM data to your Inventory File using report RFL. NOTE If you are also receiving and updating UPC adds/maintenance that you must update RONNEW prior to processing UPC s. 1. Open Eagle Browser. 2. Type RFL in the Launch bar and press J. The Flexible Inventory Loading report (RFL) screen displays. 3. On the Print Setup tab review and set the following fields as required: a. Print To b. Printer Options c. Spooler Options d. Standard Options 4. On the Options tab a. Multi-store Review and change Store number if necessary. b. Review and change Printing Sequence if necessary. c. For Options select F, X & Y plus any other options you want to use. i. Option F adds the EFM data to your Inventory. ii. Option X deletes invalid records. iii. Option Y removes items from Function FIL that have the Add/Change item in IMU field set to N. 28 RONA Telecom Users Guide Revised: February 14, 2014

33 d. For Ignore Errors, enter any options you want to use. The Ignore Errors field allows you to update your inventory even if the supporting information (such as a department code) does not exist. If you use this option without correcting the errors, you will be reminded of the error when you try to change the SKU in Function IMU or sell the item at POS. Use the error messages that print on Report RFL to determine the supporting information that needs to be added. e. At Flex Name, type RONEFM or RONNEW. Use Flex Name RONEFM to add EFM data to items that exist in your Inventory File. Use Flex Name RONNEW to add new items to your Inventory. 5. Complete the fields on the Fax Setup tab if you are faxing this report. 6. Press 4 <Run>. Your system processes the EFM data and adds it to your Inventory File. 7. Press E to exit the screen. Revised: February 14, 2014 RONA Telecom Users Guide 29

34 Order Confirmation (CRQ) Processing the Order Confirmation (CRQ) modifies the Eagle PO to match the details in the CRQ. If the PO does not exist, a new PO will be created and the PO# will be returned in a UCO file. 1. Open Eagle Browser. 2. Type MSP in the Launch bar and press J. 3. Press 6 <Display> to review the spooled Order Confirmation Transmission Report in function MSP. The report name is BTC. The report consists of the following two sections: a) Prepage (Preliminary Page) shows the options selected for the EFM transmission. b) Details Pages show information about the records received for Order Confirmations. Totals are listed on the last page. ORDER CONFIRMATION TRANSMISSION REPORT FOR EAGLE 2 -RONA Telecom Testing 12/02/11 14:48:55 PAGE: 1 ST VENDOR P.O. TYPE ACTIVITY DELIVERY STORE RONA CRQ COMMENT REASON NOT NUMBER CODE NUMBER ID PO NUMBER FILE ID UPDATED PO LN# RONA SKU ORDERED SHIPPING BACK ORDER SUBSTITUTED NETWORK SKU DC QTY COMMENT REASON NOT MSG ID DESCRIPTION PICK MFR PART # NET SUBSTITUTE DC DATE ALT PART NBR. UPDATED REG THIS ITEM WAS ADDED TO P.O. 00 PIPE POLY.UTIL. 1/2X100' CU MALE C-MPT 1X1 1/ FERT.BONE KG *** CONFIRMATION TOTALS FOR THIS PURCHASE ORDER ***** 1 TOTAL PURCHASE ORDERS 0 TOTAL PURCHASE ORDERS NOT IN FILE 0 TOTAL PURCHASE ORDERS ADDED 0 TOTAL PURCHASE ORDERS DELETED 3 TOTAL ITEMS 0 TOTAL ITEMS NOT IN INVENTORY FILE 0 TOTAL ITEMS NOT SETUP IN P.O. FILE 1 TOTAL ITEMS ADDED TO PURCHASE ORDER 3 TOTAL ITEMS WITH SHIPPED QUANTITY 1 TOTAL ITEMS WITH BACK ORDER QUANTITY 0 TOTAL ITEMS THAT WERE CANCELLED 0 TOTAL ITEMS THAT INDICATE BEING SUBSTITUTED 3 TOTAL ITEMS NOT NEEDING UPDATED 0 TOTAL ITEMS THAT WERE UPDATED 0 TOTAL ITEMS THAT WERE NOT UPDATED END OF REPORT The totals details include reference information that you can use to determine: Total number of P.O. s. Total number of new P.O. s created. Total number of items on all included P.O. s. Total number of items shipped, backordered, cancelled or substituted. Items not in inventory these items should be added manually prior to receiving invoices that may contain these items. 30 RONA Telecom Users Guide Revised: February 14, 2014

35 UPC Build/Maintenance (EUU) After receiving EFM data, UPC information is available to process using function EUU. 1. Open Eagle Browser. 2. Type EUU in the Launch bar and press J. The Electronic UPC Update (EUU) screen displays. 3. On the Transmission tab ensure that the Control Stream is RONEUU. 4. On the Print Setup tab select S Spooler Only from the drop down menu. Leave the remaining items with the default settings. Multi-store Store drop-down. 5. Press 4 <Run>. Your system processes the UPC data and adds it to your Inventory. Revised: February 14, 2014 RONA Telecom Users Guide 31

36 6. Press E to exit the screen. After processing UPC data, review the results in function MSP. 1. Open Eagle Browser. 2. Type MSP in the Launch bar and press J. 3. Highlight report name EUU and press 6 <Display> to review the spooled report. 4. The report consists of the following two sections: a. Prepage (Preliminary Page) shows the options selected. b. Details Pages shows information about the UPC records processed (last page shows totals as seen in this example). ELECTRONIC UPC UPDATE (EUU) FOR EAGLE 2 -RONA Telecom Testing 12/ 5/11 11:52:31 PAGE: 3 ITEM NUMBER UPC FUNCTION ERROR MESSAGE ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU ADD UPC ALREADY ON FILE FOR SKU UPCS ADDED: 430 UPCS NOT ADDED: 143 UPCS ALREADY CORRECT: SKUS NOT FOUND: 70 UPCS PROCESSED: TOTAL RECORDS DOWNLOADED: END OF REPORT 32 RONA Telecom Users Guide Revised: February 14, 2014

37 Activities (ACT/CDA) Activity data is electronically transmitted from RONA to your store. Activities are used to create temporary P.O. s using the Reverse PO process that can be modified to order the items on the Activity from RONA. With the Activity data you can also print a promotion report (Report RSAL) that combines promotion data with item stock information and history data. The following sections are included in this chapter: Activity Data Overview About Activity Data Receiving Activity Data Reviewing the Reverse P.O. Report Reviewing Activities in MPO Creating a Purchase Order Activating Activity Prices Activity Data Overview The following is an overview of the Activity process. Step 1 Receive promotion data (both Activity Items records and promotion records) from RONA with Function EFM. Step 2 If promotion records are received, review the Promotion Pricing Transmission Report. Step 3 If Activity Items records are received review them in MPO, edit them as needed and transmit to RONA. Step 4 Review promotion prices using MIP. Step 5 Start the promotion by running Report RUP, Option F. About Activity Data You receive promotion data using the Promotion Pricing Transmission tab options with the RONEFM control stream in EFM. Promotion data can include the following two types of records: Activity Items Activities are added to MPO through a process known as Reverse PO. They are built directly as Purchase Orders and will have the Activity number in the Alternate PO reference field. Promotion records These are the periodic Promotional/Flyer data that is available from RONA. Eagle uses MIP (Modify Item Promotions) as the facility to manage promotions. These are updated by RUP. Revised: February 14, 2014 RONA Telecom Users Guide 33

38 Receiving Activity Data If you have completed the EFM setup section of this manual and have set up EFM in queue then receiving Activity data is automatic. The data will process overnight as defined by queue maintenance. All promotion and Activity data will update at that time. Checking the Transmission To determine if Activity data was received with EFM, check Function ASYMSG. The following is an example of the transmission log. This will tell you if Activity Items or promotion records were received. BTCTRAN : 01/10/12 8:57:45 : RONEFM TRRONA : 01/10/12 8:57:46 : ************************************************************ TRRONA : 01/10/12 8:57:46 : RECORDS RECEIVED: TRRONA : 01/10/12 8:57:46 : 6 ACTIVITY TRRONA : 01/10/12 8:57:46 : 1,253 ACTIVITY DETAILS TRRONA : 01/10/12 8:57:46 : ************************************************************ BTCTRAN : 01/10/12 8:57:46 : NUMBER OF ACT LINES RECVD: 6 BTCTRAN : 01/10/12 8:57:46 : NUMBER OF CDA LINES RECVD: 1,253 BTCTRAN : 01/10/12 8:57:46 : TRANSMISSION SUCCESSFUL Reviewing the Reverse P.O. Report If Activity records are received, a Reverse P.O. Report also prints. Review the Reverse P.O. Report for information about the Activity items, including the start and end dates for the Activity and the Activity codes. Preliminary Page PRELIMINARY PAGE FOR THE REVERSE P.O. REPORT FOR EAGLE 2 -RONA Telecom DATE OF REQUEST : 01/10/2012 TIME OF REQUEST : 08:57:45 TERMINAL ID : 500 USER ID : SYSTEM REPORT ON STORE : 1 PRINTER : 1 VENDOR : RON BUYERS INITIALS : AA CONTROL STREAM : RONEFM ACT DATA FILENAME : SRTP/RONACT CDA DATA FILENAME : SRTP/RONCDA 34 RONA Telecom Users Guide Revised: February 14, 2014

39 Detail section See the next page for explanations of the headings and detail lines circled in this example. REVERSE P.O. REPORT FOR EAGLE 2 -RONA Telecom Testing 1/10/12 8:57:49 PAGE: 2 ACTIVITY DELIVERY PLACE ORDERS ON PROMOTION REORDER PERIOD ACTION P.O. # VEND TYPE COD NUMBR DATE STARTING ENDING STARTING ENDING STARTING ENDING CODE ACTIVITY DESCRIPTION DISCOUNT DISCOUNT ESTIMATED LN # ITEM FLYER ACT DEL QTY TYPE ITEM TYPE DELIVERY PROMO RETAIL ORDER QTY ACTION STATUS DESCRIPTION PAGE UOM CODE NUM VALUE VALUE MIN. QTY SPECIAL COST ORDER COST EXT. COST PL 7PA 01 03/09/12 01/17/12 02/06/12 A JANUARY BOOKING 2012 WEST ACTIVITY P.O. FOUND, CHECKING FOR CHANGES EA 7PA 01 $ % 03/09/12 1 M ITEM CHANGED ON P.O. 1 - Heading Not In File for Item # Heading for # EA 7PA 01 $ % 03/02/12 1 M ITEM CHANGED ON P.O. Not In File Item PA 01 03/09/12 M ERROR INVALID ITEM DISCOUNT TYPE PA 01 03/09/12 M ERROR INVALID ITEM DISCOUNT TYPE EA 7PA 01 $ % 03/09/12 1 M ITEM CHANGED ON P.O. Not In File Item EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. SPRINKLER ADJUSTABLE 4" BK EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. TIMER 6 STATIONS GREY EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. SYSTEM WATERING AUTOMATIC WH EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. SENSOR RAIN AUTOMATIC WH EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. BOX VALVE CIRCULAR 10"BK EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. BOX VALVE STANDARD 12" BK EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER 3/4X6" GREY EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. MANIFOLD 4 CONNECTORS 3/4" GD EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER 3/4X6" GREY EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER 1/2X6" GREY EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER CLOSE 1"GREY EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER CLOSE 3/4"GR EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER 3/4X12" GREY EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER 1/2X24" GREY EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER 1/2X12" GREY EA 7PA 01 $ % 03/16/12 1 M ITEM CHANGED ON P.O. RISER 1/2" GREY Detail for #1 4 - Detail for # PR RXE 01 03/09/12 01/17/12 01/31/12 03/21/12 03/27/12 03/14/12 04/03/12 A WEST BC INSERT March 21 to ACTIVITY P.O. FOUND, CHECKING FOR CHANGES EA RXE 01 $ $ 03/09/ M ITEM CHANGED ON P.O. BENCH CUBBIE UNFINISH EA RXE 01 $ $ 03/09/ M ITEM CHANGED ON P.O. CENTER AUDIO/VIDEO EA RXE 01 $ $ 03/09/ M ITEM CHANGED ON P.O. Not In File Item EA RXE 01 $ $ 03/09/ M ITEM CHANGED ON P.O. CHEST STORA.LAKEVIEW WOOD 280W EA RXE 01 $ $ 03/09/ M ITEM CHANGED ON P.O. FOOTSTOOL WD ALDER 105/8"126W EA RXE 01 $ $ 03/09/ M ITEM CHANGED ON P.O. COUNTERSTOOL HAWTHO.ALDER 177W Revised: February 14, 2014 RONA Telecom Users Guide 35

40 The Detail section contains information on the Activity: 1 3 P.O. # Vendor Activity Delivery Order Dates Promotion Dates Reorder Dates Action Type Code Number Date Starting Ending Starting Ending Starting Ending Code Activity Description PR RXE 01 03/09/12 01/17/12 01/31/12 03/21/12 03/27/12 03/14/12 04/03/12 A WEST BC INSERT March 21 to The Detail section also contains information on the items for the Activity: LN # ITEM FLYER PAGE UOM ACTIVITY CODE DELIVERY NUMBER QTY TYPE DISCOUNT VALUE ITEM TYPE DISCOUNT VALUE DELIVERY DESCRIPTION MIN. QTY SPECIAL COST ESTIMATED PROMO RETAIL EA RXE 01 $ $ 03/09/ M ITEM CHANGED ON P.O. ORDER QTY ORDER COST BENCH CUBBIE UNFINISH $ $ ACTION EXT. COST STATUS Report Totals section REVERSE P.O. REPORT FOR EAGLE 2 -RONA Telecom Testing 1/10/12 8:57:49 PAGE: 2 ACTIVITY DELIVERY PLACE ORDERS ON PROMOTION REORDER PERIOD ACTION P.O. # VEND TYPE COD NUMBR DATE STARTING ENDING STARTING ENDING STARTING ENDING CODE ACTIVITY DESCRIPTION DISCOUNT DISCOUNT ESTIMATED LN # ITEM FLYER ACT DEL QTY TYPE ITEM TYPE DELIVERY PROMO RETAIL ORDER QTY ACTION STATUS DESCRIPTION PAGE UOM CODE NUM VALUE VALUE MIN. QTY SPECIAL COST ORDER COST EXT. COST REPORT TOTALS P.O.'S ITEMS ORD QTY EXT COST ADDED CHANGED DELETED NOT PROCESSED 0 0 ***ERROR ADDING** NET TOTALS END OF REPORT Reviewing Activities in MPO (Maintain Purchase Orders) Activity P.O. s will be created as Temp Future P.O. s. Information such as Activity Code, Due Date, Payment Date, and Non-Stock SKU is available within the MPO grid. These new columns will help you perform analysis such as when certain items will be arriving, when payments are due, etc. To add these new columns, follow the steps below. 1. Open Eagle Browser. 2. Type MPO and press J. The Modify Purchase Order (MPO) Screen displays. 36 RONA Telecom Users Guide Revised: February 14, 2014

41 3. Find the Activity by entering a P.O. number from the Reverse P.O. Report in the P.O. Number field. As confirmation check the Reference # field, which should display the Activity Code + the Delivery Number assigned by RONA. Check the Order Type field and change it to Future P.O. if it is not already. Multi-store Store drop-down. 4. Click 3 <Special Instructions> to view the Activity information screen. Revised: February 14, 2014 RONA Telecom Users Guide 37

42 5. Click! <Post> to view the item detail screen. 6. All items on the P.O. need to be reviewed and edited as desired. Each item has a quantity and a Reject Code of M or R: M = there is a minimum order quantity required in order to receive the discount. The quantity on the item is the minimum. R = no minimum order quantity required. The quantity on the item will be RONA Telecom Users Guide Revised: February 14, 2014

43 7. To review and edit an item, highlight it and press * (on the keypad) <Flip> to get the following screen: The following actions are required for every item: a. If you do not want to order a particular item you can cancel it by deleting it from the posting screen (0 <Delete>). NOTE Items deleted in this step while the PO is still a Temp Future PO will be removed from the PO. If you wish to have deleted items still shown on the PO with a Cancelled status of X, then do this step after finalizing the PO to make it a Future PO. (See step 6 in the following section Creating a P.O. to Transmit ). b. Reject Codes and ordering items: i. If M and you wish to order the item, with or without a changed quantity, delete the M in the Rejected Reason field. ii. If R and you wish to order the item with a changed quantity, you do not need to delete the R in the Rejected Reason field. iii. If R and you wish to order the item with the default quantity of 1, delete the R in the Rejected Reason field. c. Adjust the order quantity to the desired quantity. If the Reject Code was M, you cannot decrease the quantity. If you do, you will not receive the discounted price. d. Press J to save your change on each item. 8. When all items have been edited or deleted press! <Header>. 9. Click File Exit to close MPO. Revised: February 14, 2014 RONA Telecom Users Guide 39

44 Creating a P.O. to Transmit Before the P.O. with the updated quantities can be transmitted to RONA, the Status must be changed from T (Temporary) to F (Final) by running the Purchase Order Format Report (RPO). 1. Open Eagle Browser. 2. Type RPO and press J. The Purchase Order Format Report (RPO) screen displays. 3. Set the Print Options and the Options tabs settings as desired. 4. On the From/To tab enter the Activity P.O. number. Multi-store PO s For Store and Items For Store drop-downs. 40 RONA Telecom Users Guide Revised: February 14, 2014

45 5. Set the Fax Setup and Setup tabs options as desired if faxing and/or ing the report. 6. Press 4 <Run> to finalize. NOTE If you wish to have deleted items still shown on the PO, delete them now. The lines will remain on the PO with a quantity of 0 with a Cancelled status of X 7. The P.O. is now ready to transmit to RONA. 8. If you did not correct the Reject Code on all lines on the P.O. in MPO (see previous section, Reviewing Activities in MPO), the following errors will be listed after attempting to transmit the P.O. These errors must be corrected before re-trying the transmission. BTCTRAN : 12/26/11 15:18:02 : RONPOFL2 IN P.O. 150 SKU # ON LN# 2 REMOVE 'M' FROM 'REJECT REASON' FIELD IN P.O. 150 SKU # ON LN# 3 CHANGE ORDER QTY OR REMOVE 'R' FROM 'REJECT REASON' FIELD IN P.O. 152 SKU # ON LN# 1 REMOVE 'M' FROM 'REJECT REASON' FIELD IN P.O. 152 SKU # ON LN# 2 CHANGE ORDER QTY OR REMOVE 'R' FROM 'REJECT REASON' FIELD BTCTRAN : 12/26/11 15:22:03 : INVALID SKU IN PURCHASE ORDER BTCTRAN : 12/26/11 15:22:03 : *************************************************************************** BTCTRAN : 12/26/11 15:22:03 : * BTCTRAN : 12/26/11 15:22:03 : * BUILD PO ERROR BTCTRAN : 12/26/11 15:22:03 : * PLEASE CORRECT ERROR AND RETRANSMIT BTCTRAN : 12/26/11 15:22:03 : * BTCTRAN : 12/26/11 15:22:03 : *************************************************************************** Revised: February 14, 2014 RONA Telecom Users Guide 41

46 Reviewing Promotional Items Modify Item Promotions (MIP) is the viewer that will hold all promotions for review. Items coming in from RONA will automatically be added to MIP with the appropriate effective dates. While we won t go into a comprehensive review of maintaining promotions we will highlight key points. To Display the MIP Window and review promotions: 1. Open Eagle Browser. 2. Type MIP at the Launch bar and press J. The Modify Item Promotion window displays. Select the desired promotion from the drop-down Type list. Multi-store Store drop-down 3. To add more items to the promotion click 4 <Add>, enter the SKU and Promo Price (unless you checked "Preserve price/percent/dollars off"), and click OK. NOTE the Promo Types, Start/End dates, and Promotion Codes are preserved from your previous entry, so you do not need to re-enter this information. When you're finished entering items, click Cancel to close the window. 42 RONA Telecom Users Guide Revised: February 14, 2014

47 Promotion Pricing (PRM) After processing EFM data, review the results in function MSP. 1. Open Eagle Browser. 2. Type MSP in the Launch bar and press J. 3. Press 6 <Display> to review the spooled Promotion Pricing Transmission Report in function MSP. The report name is BTC. The report consists of the following two sections: a) Prepage (Preliminary Page) shows the options selected for the EFM transmission. b) Details Pages show information about the records received. Totals are listed on the last detail page. PROMOTION PRICING TRANSMISSION REPORT FOR EAGLE 2 -RONA Telecom Testing PROMOTIONS ADDED OPTIONS: ZA 12/ 8/11 9:14:21 PG: 32 PRICE PROMOTION SECTION PROMO CURR PROMO CURR PROMO TRANS PROMO % OFF ST SKU DESCRIPTION (FROM IMU) QOH QOO FOQ TYPE RETAIL PRICE REPL COST U/M GP% RETAIL SEALANT LAT. T31400WH 300ML # 1.33 EA PROMO PRICING TEST ITEM EA FERT.GOLFGREEN KG EA END OF REPORT # OF ITEMS ADDED : 3 PROMOTION START & END DATES ID# START END TOTAL YLA 3/29/06 4/25/06 1 1MA 4/01/06 5/31/06 2 FINAL TOTALS FROM RONA PRICE ITEM PROMOTIONS # OF ITEMS NOT ADDED : 371 # NOT ADDED (DUPLICATE) : 0 # OF ITEMS ADDED : # OF ITEMS RECEIVED : 374 The totals details include reference information that you can use to determine: Promotion ID s. Promotion Start & End Dates. Total number of items on all promotions. Total number of items added & not added. Activating Promotion Prices You activate promotion records received from RONA like you do any other promotion. After you receive promotion data (promotion records) with Function EFM, the system places the promotion data in MIP. Enter any changes you made to the RONA promotion in MIP (for example, adding or deleting items, and changing retail price). RUP with Option F set in queue will automatically start/end the promotion. If you want a report of promotion history, refer to Report RPM from your spooler file. Revised: February 14, 2014 RONA Telecom Users Guide 43

48 RUP prints promotion information from Modify Item Promotion (MIP). Use the Update Promotion Price Report (RUP) to print information about items that are going on or off promotion. Keep in mind that if you run RUP option F during the day on the last day of a promotion, the prices will be deactivated. Thus, you should wait until the end of the day, or schedule RUP-F to run automatically that night. When running RUP, you can specify if the promotion price is a regular promotion or an everyday low price. If the price is a regular promotion price, use Option F. The system updates the Promo Sales Code field in Inventory Maintenance, the Codes tab, with a P. If the price is an everyday low price, use Options UF. The system updates the Promo Sales Code field with an E. Printing the Update Promotion Price Report 1. Open Eagle Browser. 2. Type RUP in the Launch bar and press J. The Update Promotion Price Report (RUP) window displays. 3. On the Print Setup tab, review the default entries in the fields and make changes if needed. 4. On the Options tab select the options you want. Typically you'll select option F to activate or deactivate promotions. If you do use Option F, any item in the promotion file (within the range you select on the From/To page) with a Start Date or End Date equal to today's date will be put on or taken off promotion accordingly. 44 RONA Telecom Users Guide Revised: February 14, 2014

49 5. On the From/To tab review the default entries in the Store, Print Sequence, Subtotals, and Start New Page fields and make changes if needed. In the lower portion of the window, fill in the desired fields to limit the items that print. For example, if you only want to print a single promotion, enter a "Promo Type" in the boxes. NOTE Promo Type is the name you gave the promotion when you entered it in the system). Multi-store Store drop-down 6. Set up the Fax Setup tab only if you are faxing the report. 7. Click 4 <Run>. NOTE When reviewing the transmission report generated from EFM BTC you may see that the word FREE appears in the Reason Not Added section. In RONA files, an item may be featured on a deal but not actually be on sale. The promo price field is left as zero and the item is sold at regular retail. Therefore, the items will not add to the promo file. From the Promotion Pricing Transmission Report: HOLDER, TRAY PAINT PRO PNTR MATE EA FREE Revised: February 14, 2014 RONA Telecom Users Guide 45

50 Price Changes (PRI) This chapter describes receiving price changes electronically from RONA. This chapter provides the following information: an overview of the transmission process answers to questions you may have procedures for receiving price changes instructions for reviewing the transmission report steps for editing your price changes procedures for finalizing your price changes If you need more information as you read this chapter, or when you are working with an EFM function or report, use online help or read through the EFM portion of this manual. To access online help, press 1 <Help>. Overview The following is an overview of the price change transmission process. Step 1 Electronically receive the price changes from RONA using EFM. Step 2 Review price changes using the BTC Report (viewed in function MSP). Step 3 Edit the price changes using function IPC. Step 4 Finalize the price changes and update the Inventory File using Report RPC, Option F. FAQ s This section presents the answers to some frequently asked questions about price change transmissions. What does the system do with the price changes it receives? The system holds price change records for the pricing updates it receives from RONA in a temporary price change file. You can edit these price changes with Function IPC and finalize them (update the Inventory File) with Report RPC, Option F. My SKU numbers are not the same as RONA s. Will I be able to receive electronic price changes? Yes although it is highly recommended that you use the RONA SKU as the primary SKU. Use Function MAP to enter alternate part numbers for each SKU that is not the same as the RONA SKU number. Refer to the Purchasing and Receiving section of Help for more information about alternate part numbers. The system checks to see if the number received from RONA is on file. If it is not on file, it automatically checks to see whether there is an alternate part number. If an alternate part number exists, the system adds the price change for that number. 46 RONA Telecom Users Guide Revised: February 14, 2014

51 Will I receive price updates for all RONA items? Yes. You receive a price change for every RONA item whose pricing has changed. The system ignores those items you do not carry in your inventory. When can I receive my price changes? You should regularly receive price changes, at least once a week What if I forget to do a price change transmission? The next time you receive price changes, you automatically receive the current price changes and any previous ones you may have missed. Receiving Price Changes with Function EFM Use the following procedure to receive price changes from RONA. Before receiving new price changes from RONA, you should finalize any existing price changes. If you have questions about the fields on this screen, refer to online help for EFM or the control stream RONEFM. The following steps assume you have configured the EFM default report profile from section 2. We will walk through running the report manually but remember that EFM will be setup in Queue for you. 1. Open Eagle Browser. 2. Type EFM in the Launch bar and press J. The EFM window will display. 3. Click 6 <Open> and select the default report profile you set up in section Press 4 <Run>. The transmission processes and the Price Change Transmission Report spools and/or prints. You may review this by going to the spooled reports viewer (MSP) and select the BTC Report for this time or day. Continue with the next sections to review, edit, and finalize the price changes. If you have a problem receiving price changes, try receiving them again. If you are still not successful, do the following: Check Function ASYMSG for messages about the transmission. Make note of any error messages and call the Advice Line at 1(800) to help you solve the problem. Reviewing the Transmission Report After processing EFM data, review the results in function MSP. 1. Open Eagle Browser. 2. Type MSP in the Launch bar and press J. Revised: February 14, 2014 RONA Telecom Users Guide 47

52 3. Press 6 <Display> to review the spooled Promotion Pricing Transmission Report in function MSP. The report name is BTC. The report consists of the following two sections: a) Prepage (Preliminary Page) shows the options selected for the EFM transmission as well as Definitions for the Price Type, Reason Not Added and Misc. Flags fields. b) Details Pages show information about the records received. Totals are listed on the last detail page. PRICE CHANGE TRANSMISSION REPORT FOR EAGLE 2 -RONA Telecom Testing ITEMS NOT ADDED OPTIONS: ACRZ 12/ 8/11 11:12:27 PAGE: 7 STK PUR TRANS PRC CURR NEW CURR NEW COST ACT DES ST SKU DESCRIPTION U/M U/M U/M TYP REPL REPL RETAIL RETAIL % CHG GP % GP % BLTS, #5HEX PLT UNC 640 5/16X1.5 EA N 4.14 DISC EA N 7.68 NOF EA N 6.94 NOF EA N 6.15 NOF EA N 5.98 NOF EA N 5.96 NOF EA N 5.92 NOF EA N 5.92 NOF EA N 6.15 NOF BLTS,#5HEX PLT UNC NOW # EA N 6.03 DISC EA N 5.37 NOF EA N 5.35 NOF EA N 7.35 NOF EA N 6.64 NOF EA N 6.15 NOF EA N 5.94 NOF EA N 8.00 NOF EA N 7.41 NOF BLTS, #5HEX PLT UNC 500 5/16X2 EA N 6.70 DISC EA N NOF EA N NOF EA N NOF TOTAL TRANSMITTED SKUS WHICH COULDN'T BE ADDED AS PRICE CHANGES : BLTS, #5HEX PLT UNC 800 1/4X2 EA EA EA N BLTS, #5HEX PLT UNC 880 5/16X1 EA EA EA N BLTS, #5HEX PLT UNC 410 5/16X2.5 EA EA EA N BLTS, #5HEX PLT UNC 340 5/16X3 EA EA EA N TOTAL TRANSMITTED SKUS WHICH COULD BE ADDED AS PRICE CHANGES : 8 OF THIS TOTAL 4 WERE NOT ACTUALLY ADDED BECAUSE: 1. 0 WERE PREVIOUSLY ADDED 2. 0 ALREADY EXISTED WITH DIFFERENT PRICES 3. 4 HAD NO ACTUAL CHANGE IN PRICE PRICE CHANGE EFFECTIVE DATE IS : 02/16/11 TOTAL NUMBER OF SKUS RECEIVED FROM VENDOR : 382 END OF REPORT The totals details include reference information that you can use to determine: Total number of items with price change records received. Total number of items with price changes added & not added. Reasons price changes were not added, i.e. items Not On File, items Discontinued, etc. When you receive price changes, the system puts them in the Price Change File. The date the price changes take effect (effective date) prints at the end of the report. All of the transmitted changes have the same effective date. You can individually change any price change in the Price Change File using Function IPC. For example, you can change the date effective, delete a change, or raise or lower the price. Once the changes are correct, you can activate them the way you normally activate changes (using Report RPC with Option F). 48 RONA Telecom Users Guide Revised: February 14, 2014

53 Editing Price Changes After reviewing the Price Change Transmission Report, you are ready to make changes to the temporary Price Change File. Use function IPC (Item Price Change) to quickly and easily create price changes (including price, cost, or desired gross profit changes) individually or by range. The price changes you create are stored in the Price Change File until the date they become effective, at which time you finalize them (or you can automate this process in an end-of-day queue). You can also generate bin labels and/or price labels from the Price Change file, so that you can change the labels in your store before the new prices take effect. This process can eliminate the possibility of a customer being charged more at POS than the bin/price label indicates. Because the price changes display in a grid format, you have full grid functionality, which allows you to sort, graph, export, etc. Furthermore, the grid provides you with the ability to quickly calculate and view potential price changes and then decide whether or not you want to implement them. 1. Open Eagle Browser. 2. Type IPC in the Launch bar and press J. The Item Price Change (IPC) window displays. Multi-store Store drop-down 3. Display the SKUs you want to modify by doing one of the following: a) To display all pending price changes in the grid, click Display. b) To display a specific range of existing price changes, do one or both of the following: i. Enter a value in the Date Effective or Starting SKU field, and press J. Only the price changes that meet the criteria you entered display in the grid. ii. Use the viewer/grid filter feature to limit the existing price changes that display. 4. Click in the field you want to modify, and enter the new value. 5. Repeat step 4 for any other items you want to modify. 6. Click 5 <Change>. Revised: February 14, 2014 RONA Telecom Users Guide 49

54 7. At this point you should print labels from RBL Option 2 (Price Change File). Refer to help for more information about printing labels or contact your implementation specialist. 8. Once labels have been printed you may finalize your price changes by running RPC with option F based on the effective date. Blocking Price Changes on Selected Items 1. Open Eagle Browser. 2. Type IMU and press J. The Inventory Maintenance screen displays. 3. Select the item for which you do not want to accept price changes. 4. Click the Options tab. To block price changes in RPC, enter an L in Expanded User Code position Click 5 <Change>. 6. Repeat steps 3 to 5 for all desired items. 50 RONA Telecom Users Guide Revised: February 14, 2014

55 7. In future, any time RPC is run, on the Code Selection tab enter an L in Exp Codes C position 1 and set it to Y to Exclude those items. Revised: February 14, 2014 RONA Telecom Users Guide 51

56 Printing the Price Change Report (RPC) 1. Open Eagle Browser, 2. Type RPC in the Launch bar and press J. The Price Change Report window displays. Multi-store Store drop-down If you have set up a Default Report Profile for this report, press 4 <Run> to use the defaults. Or, you can retrieve a saved report, make any necessary changes, and click 4 <Run>. Otherwise, continue with the next step. 3. On the Print Setup tab select S Spooler Only from the drop down menu for Print To. 4. Click the Options tab. To finalize price changes in the Item Price Changes window, select option F. 5. Click the From/To tab. a. Multi-store: If the Keep Prices The Same In All Stores field in Options Configuration (or MIC) is set to Y, then the Store field must be blank or C (Consolidated). Option C (Consolidated) in the Store field is allowed only with Option A or B. b. In the lower portion of the window, fill in the desired fields to limit the items that are included on the report. If you are using Option F, use the From/To fields to define the price changes you want to finalize. If you are using Option A, use the From/To fields to specify which range of items you want to be added to the price change file. If you are using Option B, use the From/To fields to specify which range of items you want to print. 6. (Optional) Click the Code Selection tab. Fill in the desired fields to include or exclude groups of items. NOTE See the previous section if you block all prices changes on selected items. 52 RONA Telecom Users Guide Revised: February 14, 2014

57 7. If you selected Option A or B on the Options tab (see step 4), you must click on a PC Option (1-5) tab and fill in the appropriate fields that display. The PC Option you select must match the Update Option you selected on the Options page. For example, if you selected Update Option 2, then you must fill in the PC Option 2 page. For more information about PC Option 1-5, go to help and search on RPC. 8. (Optional) Click the Fax Setup tab. Fill in the fields if you want to fax the report. 9. Click 4 <Run> if you are running this report now, or click Queue if you are adding this report to a queue. Multiple Selling Units Finalizing price changes with report RPC adds any missing Multiple Selling Units if the price change file contained any items with MUS s. When sold at point-of-sale, the user is prompted with a screen similar to the following. Select the desired selling unit, i.e. meter, foot or roll in this example, enter a quantity in the Quantity field and press J or click OK. Revised: February 14, 2014 RONA Telecom Users Guide 53

58 Finalizing Your Price Changes Use the Price Change Report (RPC) to finalize price changes that you received electronically (i.e. via EFM), or that you entered into the Item Price Changes window. Select option F to finalize price change records. Option F updates Inventory Maintenance with the new prices, and deletes the price change records from the Price Change File. You can also use the Price Change Report (RPC) to change prices for a range of inventory items. Various options allow you to: Preview price changes. Add price change records to the Price Change File. Make actual price changes in the Inventory File. Delete records from the Price Change File. When records are in the Price Change File, you can review, change, and delete them. You can view price change records by running the Price Change Report (RPC) without Options A, B, or F. You can also view price change records in the Flexible Pricing Grid as shown in the screenshot from the previous task. Lumber/Contractor POS users: When you update the replacement cost, the system also updates the cost in pricing and alternate units. If you use Option A to add price change records to the Price Change File, you can: Run RPC with Option F to update your Inventory file. Run RPC with Option C to update your Inventory File with cost changes (not retail changes), only. Run RPC with Option X to delete price change records without updating your Inventory File. View individual price change records in the Flexible Pricing Grid. 54 RONA Telecom Users Guide Revised: February 14, 2014

59 Electronic Invoicing (ERP) With electronic invoicing, you can electronically receive invoice information before the shipment arrives. Electronic invoicing helps you: Save time receiving your orders. Improve inventory management by reducing out-of-stocks. Reduce posting errors. This chapter describes how to electronically receive invoice information and provides the following information: Overview an overview of the receiving process answers to questions you may have procedures for posting receipts instructions for reviewing the exception report information on how to change the purchase order procedures for checking in the shipment instructions for printing an edit list of what you received steps for finalizing your receipts The following is an overview of the electronic receipt posting process. 1. Confirm EFM has processed 2. Run ERP to Electronically Receive the Invoice Information 3. Review the Exception Report 4. Receive the items on Purchase Orders in receipt mode 5. Run RRP to finalize receipt Posting Receipts Use the following procedure if you transmitted a purchase order to RONA and want to receive information about the invoice. Keep the following in mind: This process creates new P.O. s from details on the Invoice being received. An Exception Report also prints. It prints the discrepancies between the invoice and the PO. For example, if the system can t post a SKU because it has been substituted by another SKU, it will print on the Exception Report. 1. Open Eagle Browser. Revised: February 14, 2014 RONA Telecom Users Guide 55

60 2. Type ERP at the Launch Bar and press J. The Electronic Receipt Posting (ERP) report displays. 3. On the Transmission tab, ensure the control stream is RONERP. 4. On the Print Setup tab set the desired options. 56 RONA Telecom Users Guide Revised: February 14, 2014

61 5. On the Options tab set the desired options. a. Leave Retail Posting Options set to blank Do Not Post Retails. b. Select your Retail Calc Options. c. Select your Exception Report Options. NOTE Eagle will build the P.O. s based on the incoming invoice information. ERP creates new P.O. s for the items on the incoming ERP. It will create a separate P.O. for each invoice that it finds in the ERP data. So for example, if the ERP data is made up of 7 different invoices, it will create 7 different P.O. s. Backorder items will remain on the original P.O. (NOTE MVR Backorder for RONA should be set to Y.) Each P.O. that gets created will have the RONA invoice number and the invoice Due Date embedded in the P.O. This information is then used for printing a new totals section on the ERP report, plus it is used to pass to Accounts Payable. Revised: February 14, 2014 RONA Telecom Users Guide 57

62 6. On the From/To tab set the desired options. Multi-store Store drop-down a. Use Electronic Invoice = R b. Initiate Transmission = N c. Select the Vendor Code for RONA. 7. On the PO Setup tab set the desired options. 58 RONA Telecom Users Guide Revised: February 14, 2014

63 a. Select the Target PO # to Reconcile. P.O. # is recommended. The same P.O. can be used every time ERP is run. The target P.O. selected cannot contain any items. Items are not actually added to the target P.O. selected. A new P.O. matching each invoice is created for use when receiving. b. Select A (Append extra items to Target P.O. even if no vendor match) for Append to Target PO. 8. Press 4 <Run>. When the transmission completes, the Exception Report prints. For information on how to read the report, see the next section, Reviewing the Exception Report. Reviewing the Exception Report Once you have printed the Exception Report, use it to identify the items and purchase orders that are on the downloaded invoices. It will consist of two sections. The first section will list the items and the second section will list the P.O. s created. ELECTRONIC RECEIVING EXCEPTION REPORT (ERP) FOR: EAGLE 2 -RONA Telecom Testing OPTIONS:(R) A 11/03/11 14:09:08 PAGE: 1 EXTRA ITEM EXCEPTION SECTION INVOICE DATE: 10/31/11 INVOICE NUMBER: CODES INVC P.O. NBR. ALT.PART NBR SKU MSOP1234 QUANTITY PACK UPC INVC.COST INVC.RETAIL LINE# P.O. LINE# DESCRIPTION DE CLS LOC COMMENT MFR PART # POSTED PIPE POLY.UTIL. 1/2X100' POSTED CU MALE C-MPT 1X1 1/ POSTED FERT.BONE KG INVOICE NUMBER: POSTED PIPE POLY.UTIL. 1/2X100' POSTED FERT.BONE KG INVOICE NUMBER: POSTED CU MALE C-MPT 1X1 1/ POSTED FERT.BONE KG ITEM COUNT: 7 PURCHASE ORDERS THAT WERE CREATED SECTION TOTAL PO # INVOICE # DUE DATE LINES TOTAL COST /00/ /00/ /00/ PO COUNT: END OF 14:09:08 Revised: February 14, 2014 RONA Telecom Users Guide 59

64 Checking In the Shipment The shipment is checked in using function MPO or by using a mobile device. Printing a Receiving Edit List Use this procedure once you have posted receipts in Function ERP, checked in the shipment, and are ready to print a receiving edit list. The report prints two lines of information for each item. The top line is the old information. The bottom line is the new information that represents what the values will be once you finalize the receipts (by choosing Update Option F). If you want to suppress the printing of deleted/cancelled items on the RRP, set the option "Receiving report (RRP) prints cancelled/deleted items" (ID# 2830) in Options Configuration to No. 1. Open Eagle Browser. 2. Type RRP at the Launch bar and press J. The Receiving Report screen displays. NOTE If you access this report from the Purchasing and Receiving window, and the P.O. is displayed in the window at the time, then the relevant information such as vendor, P.O. number etc. is brought into the RRP report window automatically. 3. If you have set up a Default Report Profile for this report, you can simply click 4 <Run> to use the defaults. Or, you can retrieve a saved report, make any necessary changes, and click Run. Otherwise, continue with the next step. 4. On the Print Setup tab set the desired options. 60 RONA Telecom Users Guide Revised: February 14, 2014

65 5. On the Options tab set the desired options. 6. On the Update Options tab set the desired options. a. Do not use Update Options F, G, H, or I if you are merely printing an edit list. However, if you are finalizing receipts, you can use F, G, H, or I. b. If you use Advanced Special Order, always use Update Option F to finalize receipts. Do not use the "independent" options G, H, or I because these options will not update special orders properly. Revised: February 14, 2014 RONA Telecom Users Guide 61

66 7. On the From/To tab set the desired options. Multi-store PO s For Store and Items For Store drop-downs If you want to limit what prints on the report, fill in the appropriate information in the blank fields. For example, if you only want to print a single PO, you need to enter a P.O. number in the PO Number boxes. Important: If you are finalizing more than one P.O. with Option F (by leaving the PO Number fields blank or by indicating a range of P.O. s), you must set the Allow Multiple PO Update to Y. 8. Press 4 <Run>. 9. Review the report to make sure the cost, retail, and quantity information are correct. Post any exceptions in MPO Finalizing Your Receipts After reviewing receipts, you must finalize them by running the Receiving Report with the appropriate options, as described below. 1. Open Eagle Browser. 2. Type RRP at the Launch bar and press J. The Receiving Report screen displays. 3. Update Options tab a. Update Options section: i. Select F (Finalize Receipts). ii. If you have Advanced Special Order, you may want to use Update Option P in addition to F to allocate receipts to special orders. Click here for more information. 62 RONA Telecom Users Guide Revised: February 14, 2014

67 iii. You may want to update cost, retail, and quantities at separate times. For example, you have received the merchandise but have not yet received the invoice, so you want to update quantities but not cost and retail. In this scenario, don't use Update Option F. Instead, run the Receiving Report with option I to update quantities. Then, when you receive the invoice and you update costs and retails on the PO, rerun the Receiving Report with Update Options G and H to update cost and retail. b. Use the following table to determine how to select Update Prices options. Select these options if you Comments None did not change any costs or prices on the items you received C, G, M, R changed any costs or prices on the items you received D P do not want to update replacement cost with landed cost want to update the retail price on the P.O. based on the landed cost If you don't use price matrix don't use option M. If you use your own variable pricing scheme, don't use option G; it will change your desired gross profit percent. The Use Landed Cost in Receiving field in Options Configuration (or Function MPC) must be Y for this option to work. To use this option, both of the following must be true: The Use Landed Cost in Receiving field in Options Configuration (or Function MPC) must be Y for this option to work. The Update Options field on this report does not include D. 4. Press 4 <Run>. Whether or not items which were not received remain on the P.O. as backorders depends on: a. How the Backorder field is set in Vendor Maintenance. b. If any items are designated as Backorder or non-backorder items at the item level. Revised: February 14, 2014 RONA Telecom Users Guide 63

68 Weekly Sales Information (RER/HEB) Weekly Sales Information is sent to Rona using function RNEXTRUN in Network Access. In Network Access use the utility to create the Weekly Sales Information file (RER/HEB). RNEXTRUN utility also automatically transmits the file. 1. Type RNEXTRUN in the Function field and press J. 2. Ensure that RONRER is the control stream name in the Transmission Control Stream field and click the Run button. 64 RONA Telecom Users Guide Revised: February 14, 2014