Eagle Home Hardware 5.1 Dial-up Telecommunications User s Guide

Transcription

1 Eagle Home Hardware 5.1 Dial-up Telecommunications User s Guide Revised: May 28, 2015 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

2 2 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

3 Contents Introduction... 1 Available Features... 1 Purchase Order Transmission... 1 Electronic Invoicing... 2 Price Change Updates... 2 Electronic File Maintenance... 2 Promotion Data... 2 Who Should Use This Guide... 2 Where to Get Help... 3 For questions about... 3 Setting Up Your System... 4 Step 1 Set Up System Options... 4 Step 2 Notify Home Hardware... 5 Step 3 Set Up Vendor Information in Function MVR... 6 Step 4 Review Control Streams in Function MTC... 7 Step 5 Set Up Control Streams in Function MTC... 7 HOMERP - Set Up Control Streams in Function MTC... 7 HOMEFM - Setting Up Control Streams in Function MTC... 9 HOMEPO - Setting Up Control Streams in Function MTC...10 Step 6 Set Up Defaults in Electronic File Maintenance (EFM)...11 Step 7 Adding Required Default FLEX Reports...16 Queuing Reports and Sequence of EFM for Home Hardware...17 Electronic File Maintenance...20 FAQ s...20 Receiving EFM Data...21 Reading the Transmission Reports...23 Item Update Transmission Report...23 Backorder Report...24 Reviewing EFM Data...25 Making Changes to EFM Data...26 Updating EFM Data to Your Inventory...27 Receiving a BUILD File...28 Purchase Orders...29 Overview of the Transmission Process...29 Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide i

4 Electronic Invoicing...36 Overview...36 Posting Receipts...37 Reviewing the Exception Report...38 How the Report Is Organized...38 Unmatched Quantity Exception Section...38 Substitution Exception Section...39 Unfilled Quantity Exception Section...40 Zero Filled Quantity Exception Section...41 Price Change Exception Section...41 Miscellaneous Exception Section...42 Extra Item Exception Section...43 Promotion Exception Section...44 Purchase Orders that were Created Section...46 Backorder Reconciliation Section...47 Checking In the Shipment...49 Printing a Receiving Edit List...49 Finalizing Your Receipts...50 Price Changes...52 Overview...52 FAQ s...52 Receiving Price Changes with Function EFM...53 Reviewing the Transmission Report...54 Price Change File...54 Items Not Added Section...54 Price Changes Section...56 Editing Your Price Changes...58 Finalizing Your Price Changes...59 Printing the Price Change Report (RPC)...60 ii Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

5 Promotions...62 Promotion Data Overview...62 Setting Up to Receive Promotion Data...63 About Promotion Data...63 Receiving Promotion Data...63 Checking the Transmission...63 Reviewing the Transmission Report...64 Reviewing Promotional Items...68 Reviewing Deals in MPO (Maintain Purchase Orders)...69 Optional Items...70 Identifying Optional Items...70 Reviewing Optional Items...70 Due Date Field on Future Purchase Orders...71 Reviewing Errors that Prevent Items from being added to P.O. s...71 Activating Promotion Prices...72 Printing the Update Promotion Price Report...72 Appendix...75 Print a List of Discontinued Items...75 Edit a Checklist PO Reject Reason Code...79 Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide iii

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7 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. Home Hardware 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 Home Hardware dealers: purchase order transmission transmit various types of PO s. electronic invoicing receive a copy of the invoice before the order arrives. price change updates receive price changes. electronic file maintenance receive inventory changes and new items. promotion data receive both Promotional Checklist Items records and promotion records. These telecommunication features are, in some cases, unique to Home Hardware. You can move information quickly between your Eagle system and the Home Hardware system, allowing you to better serve your customers. For example, regularly receiving price changes from Home Hardware allows you to implement your price changes in a timely manner. In the past, price changes required time and manual labour and, as a result, sometimes did not get implemented. Since your Eagle system automatically matches the stocked items, price changes can now be updated quickly. Home Hardware dealers benefit from the following telecommunications features. Purchase Order Transmission Purchase order transmission allows you to transmit regular orders and Promotional Checklist orders. Transmitting purchase orders reduces the need for you to manually enter orders. The orders can then be transmitted to Home Hardware at any time up to the order deadline. Both the dealer and Home Hardware retain a copy of the transmitted purchase orders. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 1

8 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. Price Change Updates Price change updates allow you to electronically receive Home Hardware price changes (COMFILE). 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. The Eagle system matches the price changes received to the Inventory File on the system, so the items that change are easily identified. You no longer need to try to determine which items are stocked. Electronic File Maintenance Electronic file maintenance allows you to electronically receive and add new Home Hardware items to your Inventory File. You can also receive updates to items currently in your Inventory File. 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. Promotion Data Receive promotion data using Function EFM. Promotion data includes both Promotional Checklist records and promotion records. When you receive promotion data using Function EFM, you reduce the manual effort involved in capturing and using promotion data. Deal/Checklist items will be pulled in using Reverse PO. The system will automatically create a purchase order for these items allowing you to review before transmission via MPO. Who Should Use This Guide This guide will be useful for anyone who is responsible for telecommunications with Home Hardware. You ll use telecommunications to: Send purchase orders. Receive price changes. Receive electronic invoices. Receive inventory changes. 2 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

9 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 Home Hardware. Check this guide. If you can t find the answer, log a ticket at or call the Advice Line at Eagle Error messages and solving problems Be sure to check Eagle Help. If you can t find the answer, log a ticket at or call the Advice Line at Home Hardware Retail Applications Helpdesk Support for: Promotion pricing file requests - optional events Connectivity problems - can't connect, connection is aborted prior to completion of the download Order confirmation request - confirming that an order has been received correctly Missing data - example: no price changes in the download Phone: retail.helpline@homehardware.ca Home Hardware Third Party Retail Support for: - Setting up EDI services with Home Hardware - Logs referred from the Epicor Advice Line for research - Invoice balancing discrepancies - Data integrity questions - example: a retail price is different in HomeInfo versus Eagle Phone: thirdpartypos@homehardware.ca Eagle Training classes and seminars Call your Project Manager or Implementation Specialist at Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 3

10 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 Home Hardware. This chapter provides the following information: how to set up your system control stream how to set up your system to send/receive PO s, electronic invoices, price changes how to set up your system to receive price changes (COMFILE) how to set up your system to receive electronic file maintenance (EFM) data how to sequence the various files from Home Hardware Prior to the first time you transmit or receive information from Home Hardware, you need to complete setup steps. The setup steps may include a test transmission to Home Hardware. Once you complete the steps, you can refer to other chapters in this manual for the specific procedures for receiving or transmitting data to Home Hardware. Many of the Activities listed throughout this section will be configured for you during your implementation cycle. Step 1 Set Up System Options Validate the system is configured with the following Options. 1. Open the Eagle Browser. 2. Type OPT in the Launch bar 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 5-digit number (i.e ) Note: when this number passes 99999, you must re-set it back to a 5-digit number. c. ID 118 Keep Prices the Same in All Stores? = Y or N depending on preference Note: If set to Y, ID 3080 must be set to N. d. ID 1059 Home Hardware Telecommunication on System = Y e. ID 1141 (MSY) Distributor EFM = Y f. ID 1213 EZTalk = Y g. ID 1217 Electronic Invoicing = Y h. ID 3218 Update Pre-existing Price Change Records = Y i. ID 3220 EFM Add Items To All Specified Stores = Y j. ID 3240 Allow Primary UPC Update from Telecom = Y k. ID 8857 Allow up to a 10-character Vendor PO# = Y l. ID 9454 Home Hardware Class/Fineline = H/I 4 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

11 4. The following options are set after creating a Default view for each of the reports. a. ID 4008 EFMH default report view (Home Hardware EFM) = Default To create the Default report: i. Type EFMH in the Launch bar and press J. ii. Ensure the Control Stream shown is HOMEFM, or select it if necessary. iii. Press 5 or click the Save toolbar button. iv. Enter Default as a description name if one does not already exist and click the Save button. v. Press E or click the Close toolbar button. b. ID 4021 EPOH default report view (Home Hardware EPO) = Default To create the Default report: i. Type EPOH in the Launch bar and press J. ii. Ensure the Control Stream shown is HOMPO, or select it if necessary. iii. Press 5 or click the Save toolbar button. iv. Enter Default as a description name if one does not already exist and click the Save button. v. Press E or click the Close toolbar button. c. ID 4033 ERPH default report view (Home Hardware ERP) = Default To create the Default report: i. Type ERPH in the Launch bar and press J. ii. Ensure the Control Stream shown is HOMERP, or select it if necessary. iii. Press 5 or click the Save toolbar button. iv. Enter Default as a description name if one does not already exist and click the Save button. v. Press E or click the Close toolbar button. Step 2 Notify Home Hardware Prior to receiving COMFILES for the first time, do the following: 1. Call Home Hardware Third Party Retail Support and tell them you want to receive electronic invoices. You must call Home Hardware at least two days before the order cut-off time to have the electronic invoicing flag turned on. Multi-store You need to give Home Hardware the dealer number for every corresponding Eagle store 2. If you currently do not receive Home Hardware COMFILE, you must also get a dealer number and password from Home Hardware. NOTE - Home Hardware will determine which services will be activated for you. Please contact Home Hardware Third Party Retail Support for more information regarding Basic and Advanced services. If you are setting up multiple functions you will typically only need to contact Home Hardware one time. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 5

12 Step 3 Set Up Vendor Information in Function MVR Use the following procedure to enter Home Hardware vendor information in Function MVR. 1. Open the Eagle Browser. 2. Type MVR in the Launch bar and press J. The Vendor File Maintenance (MVR) screen displays. 3. At Vendor, type your code for Home Hardware (Typically 101) and press 6 <Display>. 4. Check the Assigned Customer # field. If your dealer number is not shown, enter it and press 5 <Change>. Your dealer number must be six digits long preceded by a numeric 0. For example, type and press J. 5. Set up the Order Info tab with Backorder = Y. 6. Press 5 <Change> to save your changes. 7. Multi-store: Review the Home Hardware 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. Enter your dealer number in the Assigned Customer # field. b. Repeat steps 4 to 6 until all stores are set up on your system. NOTE Each Eagle store setup will need to be configured with Home Hardware. Epicor Professional services will assist with this setup during an implementation cycle. 8. Click File Exit to close MVR when complete. 6 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

13 Step 4 Review Control Streams in Function MTC Use the following procedure to review the control streams that the system uses when communicating with Home Hardware. These control streams should exist but it is a good practice to ensure that they are in MTC. The control streams must be available in order to transmit and receive information from Home Hardware. Control streams will be HOMERP, HOMEFM and HOMEPO (or HOMPO) 1. Open the Eagle Browser. 2. Type MTC in the Launch bar and press J. The Maintain Transmission Control Stream (MTC) screen displays. 3. At Control Stream Name, select HOMERP from the drop down menu or type it and press 6 <Display>. 4. At Control Stream Name, select HOMEFM from the drop down menu or type in and press 6 <Display>. 5. At Control Stream Name, select HOMPO or HOMEPO from the drop down menu or type in and press 6 <Display>. If control streams exist close and proceed. If any of the control streams do not display, call the Epicor Advice Line. If this is a new configuration contact your Project Manager or Implementation Specialist. Refer to the Where to Get Help section of part 1 in this manual. We have also provided detailed information for each control stream below: Step 5 Set Up Control Streams in Function MTC Use the following procedure to enter your dealer number and password in the control stream that the system uses for electronic invoicing. If this is a new installation then this will be configured for you by your Phone Trainer or Implementation Specialist. HOMERP - Set Up Control Streams in Function MTC 1. Open the Eagle Browser. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 7

14 2. Type MTC in the Launch bar and press J. The Maintain Transmission Control Stream screen displays. 3. For Control Stream Name select HOMERP from the drop down menu or type in and press 6 <Display>. If the control stream does not display, call the Epicor Advice Line. If this is a new configuration contact your Project Manager or Implementation Specialist. Refer to the Where to Get Help section of part 1 in this manual. 4. Ensure that the Module Name is RIA and Module Details is HOM. 8 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

15 5. After verifying that the information is correct move on or make modifications and press 5 <Change>. Multi-store: Add a control stream for each store. It is a best practice to append the Eagle Store Identifier/Character to the additional Control Stream Name. For example Store A in Eagle may use control stream HOMERPA. 6. Press E <Close> to close MTC when all control streams have been configured. HOMEFM - Setting Up Control Streams in Function MTC Use the following procedure to enter your dealer number and password in the control stream that the system uses for electronic invoicing. 1. Open Network Access. 2. Type MTC in the Function field and press J. 3. For Control Stream Name type HOMEFM and click the <Display> button (do not press J). The following screen displays: 4. Press J until you reach the line starting with KRR. 5. Press r until you can type over the with your own dealer number. The dealer number is five digits. Remember, the dealer number entered at Assigned Customer # in Function MVR is five digits, and the dealer number in control stream HOMEFM should be those five digits with a leading alpha D character. 6. The password is on the same line as your dealer number (as shown above by xxxxxx ). Enter a space and then type in your password from Home Hardware. Press J. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 9

16 7. Click the <Change> button. Multi-store: If you receive COMFILE in multiple transmissions, continue with step 8. If you do not receive COMFILE in multiple transmissions, go to step At Transmission Control Stream, type the control stream name for the next store you want to set up. Use the store number after the control stream name. For example, type HOMEFMA to set up the control stream for the corresponding second store. This assumes the second store s identifier/character in Eagle is A. 9. Repeat steps 4 to Click the <Add> button. Repeat steps 7 through 10 for each store you need to set up. 11. Click the <End> button to close MTC when all control streams have been configured. HOMEPO - Setting Up Control Streams in Function MTC 1. Open network Access. 2. Type MTC in the Function field and press J. 3. For Control Stream Name type HOMEPO and click the <Display> button (do not press J). The following screen displays: 4. Press J until you reach the line starting with KRR. 5. Press r until you can type over the with your own dealer number. The dealer number is five digits. Remember, the dealer number entered at Assigned Customer # in Function MVR is five digits, and the dealer number in control stream HOMEFM should be those five digits with a leading alpha D character. 10 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

17 6. The password is on the same line as your dealer number (as shown above by xxxxxx ). Enter a space and then type in your password from Home Hardware. Press J. 7. Click the <Change> button. 8. At Transmission Control Stream, type the control stream name for the next store you want to set up. Use the store number after the control stream name. For example, type HOMEPOA to set up the control stream for the corresponding second store. This assumes the second store s identifier/character in Eagle is A. 9. Repeat steps 4 to Click the <Add> button. Repeat steps 7 through 10 for each store you need to set up. 11. Click the <End> button to close MTC when all control streams have been configured. Step 6 Set Up Defaults in 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. NOTE 1 - EFM will need to be setup in QUEUE for Home Hardware communications so that first time buys (and other files) can be built in your inventory file prior to the receipt of any orders/invoices. NOTE 2 EFM must be queued and/or run in the lock-in store. NOTE 3 You must also be locked into the appropriate store when running ERP. Invoices will not be recognized if CRITICAL NOTES 2 & 3 are not executed. 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 clicking F1 or clicking help from the Eagle Browser Main Menu Bar. 1. Open the Eagle Browser. 2. Type EFM in the Launch bar and press J. The Electronic File Maintenance (EFM) Report displays. 3. For Control Stream Name type HOMEFM and press 6 <Display>. The following screen displays: Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 11

18 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. 5. On the Options tab select the Vendor Code for Home Hardware from the drop down menu. 6. Skip the User Codes tab as these settings will not be used to process any data from Home Hardware. 7. On the Existing Items tab, select Yes for Update Existing Items in order to update Function FIL (Flex Name HOMEFM) with the COMFILE data. If you type N then your system does not update Function FIL with EFM data for existing items in your Inventory File. 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 select Z 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. 12 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

19 8. On the New Items tab select Yes for Add New Items in order to add items to FIL for review. This is necessary to process record types: FIRST TIME BUYS, ITEM BUILDS and NEW ITEMS. Complete the form by selecting the following: a. Use Default Dept for All Set this field to N to use the Home Hardware 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 Home Hardware 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. In Stores Make sure this is configured to the corresponding store value. 9. (Optional) 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>. 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 form 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 Home Hardware Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 13

20 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 form 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 Home Hardware 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 form by selecting the following: a. Store Should contain value of corresponding store b. Print Type Recommended S for Spooler Only c. Printer Select Printer Number only if you are Printing d. Buyers Initials Add Default Buyers Initials e. Add Items Not on File Y This will append items from incoming file f. Optional Items Value should equal = 1 g. Vendor Code Choose your Vendor Code for Home Hardware 14 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

21 13. 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 5 <Save>. or This will open a new dialog box. Enter a logical name for your report profile and click the Save button. 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. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 15

22 14. This task is complete. Proceed to the next task Step 7 Adding Required Default FLEX Reports In order to process the incoming COMFILE you will need to have the appropriate Flexible Inventory Loading (FIL) file names in your system. The following FLEX Names will be added by following these steps. (If these are already on your system then there is no need to execute) HOMBLD FLEX file for the Build Files from Home Hardware HOMCHK FLEX file for the Checklist Files from Home Hardware HOMEFM FLEX file for the EFM/File Maintenance from Home Hardware HOMFTB FLEX file for the First Time Buy Files from Home Hardware HOMNEW FLEX file for the New Item Files from Home Hardware These can easily be added by running CONRH through Osprey in Network Access. 1. Open Network Access and type OSPREY at the Function line. 2. Type CONRH and press J. 3. Enter Y at the Run This Program (Y or N)?: prompt The screen will look like this if they already existed (i.e. Headers Added and Details Added = 0): 16 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

23 Queuing Reports and Sequence of EFM for Home Hardware While we won t get into the detail of setting up a queue here we will review the general structure of a queue and the importance of sequencing EFM prior to running other processes. At this point you may have noticed that EFM and other reports have a 7 <Queue> button. When you click this button you are able to add the report profile to an existing queue name. For example, we created and saved the Home Hardware Default EFM Store 1 report profile in the previous step but if we do not set the report in queue we would be forced to run it manually each time. Therefore we want to add this report to an end-of-day queue. The illustration is below is a general graphical representation and not specific to EFM but provides information on the structure and hierarchy of queue maintenance is illustrated below. SEQ Schedule End of Day Queue List of all Queues MEQ Maintain End of Day Queue Specific Queue Management (Example AEOD, AEOD1, AEOD2) Queue Schedule The Schedule or Time for which a particular Queue will Run RPE Price Exception Report RPE Daily Inventory Report RDS Daily Sales Report Queue Contents AEOD Reports in a particular Queue within MEQ Simply put a queue is a series of reports and process that run at a scheduled time. SEQ is the master list of all report queues that will run at any given time. If you are a new Eagle user then speak with your Implementation Specialist about further detail on setting up queues. You may also click 1 for Eagle Help or contact Epicor Professional Services for additional education. Sequencing of EFM for Home Hardware is a topic of particular importance because new items need to be built in the inventory file prior to reconciling purchase orders and invoices. While Electronic File Maintenance (EFM) is the process which pulls the data into Eagle there are a few intermediate processes which need to run before you execute Electronic Receipt Posting (ERP). The process that will add items to your system is called Flexible Inventory Loading (RFL). We have already discussed this process above as we cleared out the test transmission items so now let s talk through the process so the flow is more evident. Here is a graphical representation of the COMFILE data types and Eagle Processes: Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 17

24 Processing Sequence EFM Electronic File Maintenance Create FLEX Files (FIL) HOMEFM, HOMFTB, HOMBLD, HOMNEW, HOMCHK Review & Finalize (RPC, RFL & RRP) New Items Process Invoices (ERP) Electronic Receipt Posting Review & Finalize (RPC, RFL & RRP) Price Changes, Item Changes & Invoices Process UPC s EUU As you can see there are different types of items which will flow into your system. These may or may not be foreign terms. Just to clarify, we have illustrated First Time Buys (items that the dealer is ordering for the first time), Item Adds (new items which Home Hardware will send that can be reviewed and added at the dealers discretion), Item Builds (items specifically requested by the dealer that can be reviewed and added at the dealers discretion) and finally Item Maintenance (records containing new information for items which already exist in the dealers inventory). Your system will be configured to process the Item Maintenance records automatically through RFL because they already exist. Additionally, the First Time Buys need to be added before receiving the invoice through ERP and those record types will also be configured to finalize with RFL automatically. However, New Items and Item builds will go to FIL for dealer review before RFL finalizes. Here is the list and recommended automation of FLEX Files that will be created through EFM. RFL is the report that will process/update the Flex Files. (Although it is not a Flex file the EUU report is listed here as it needs to be setup to follow up when the RFL s have completed. FLEX Name Description Automated? Y/N HOMEFM File Maintenance Changes Y HOMFTB First Time Buys Y (Automation Required) HOMBLD Product Builds N HOMNEW New Items N HOMCHK Checklists N EUU Updates UPC s Y 18 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

25 Adding EUU to a Queue or Running EUU Manually? Home Hardware has proprietary UPC s and therefore we have multiple UPC s for one product. These are commonly known as 4000 UPC s. In order to process these properly requires either an EUU in Queue following a queued RFL or it will need to be run manually after RFL is run. The process is to run RFL (or multiple RFL s) then run EUU. Note that only 1 EUU is needed for multiple RFL s. For example, our recommendation is to queue EFM to run then follow up with an RFL for HOMEFM and an RFL for HOMFTB. In this case you would need to queue EUU to run right after both RFL s have processed. In the event that the user runs an RFL manually (e.g. HOMCHK) then they would manually run EUU. Otherwise the queued EUU would catch it up to a week later. REMINDER - Here are the flex files that for Home. HOMCHK FLEX file for the Checklist Files from Home Hardware HOMEFM FLEX file for the EFM/File Maintenance from Home Hardware HOMFTB FLEX file for the First Time Buy Files from Home Hardware HOMNEW FLEX file for the New Item Files from Home Hardware NOTE HOMBLD Flex files will not contain UPC s Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 19

26 Electronic File Maintenance Inventory changes and new inventory items are electronically transmitted from Home Hardware to your Epicor Eagle system. This process is called Electronic File Maintenance (EFM). With the EFM data you can: more easily manage changes to your inventory items reduce the manual effort involved in adding new items to your Inventory File easily add or change UPC codes This chapter provides the following information: an overview of the transmission process answers to questions you may have procedures for receiving EFM data instructions for reading the transmission report steps for reviewing the EFM data procedures for making changes to the EFM data instructions for adding EFM data to your inventory If you need more information as you read this chapter, or when you are working with an EFM function or report, use online help. To access online help, press 1 <Help> when you are in a function or report screen. To access online help from the Launch bar, you can also type HELP and press J. FAQ s This section presents the answers to some commonly asked questions about receiving EFM data. 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 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 department codes. Can I receive new item EFM data and not use Home Hardware codes? Yes however it is highly recommended that you convert custom departments to the Home Hardware 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. 20 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

27 Is there a quick way to delete a whole range of EFM data? Yes. Use Report RFL and one of the 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 use my own SKU numbers. Can I still receive EFM data? Yes however it is highly recommended that you convert custom departments to the Home Hardware hierarchy. In doing so you will be able to automate laborious tasks which would otherwise be manual as described in the next sentence. 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. 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. Home Hardware updates its COMFILE file (which contains EFM and price change data) weekly. 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. Can I receive the same EFM data file more than once? No. Home Hardware keeps track of the last EFM data file you received so that you do not receive the same file more than once. If you need to receive a file again, call Home Hardware Third Party Retail Support (519) Ask them to resend the file. If Home Hardware resends a file, be sure to delete any unfinalized data in Function FIL or IPC before receiving the file again. 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 manually as EFM should be setup in queue. These steps assume you have completed the EFM setup from the previous section. This is the manual process of executing EFM and in most cases will not be used as your EFM will most likely be in a queue. 1. Open the Eagle Browser. 2. Type EFM in the Launch bar and press J. The EFM screen will appear. 3. Press 6 <Open> and choose the Home Hardware report profile you saved in the set up section. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 21

28 4. Click Run 4 <Run> and close EFM. This will initiate the call from your Eagle system to the system at Home Hardware. 5. To ensure you had a successful transmission, type ASYMSG in the Launch bar and press J. 6. The Async Transmission Log displays. A message similar to the following indicates a successful transmission. BTCTRAN : 12/14/11 15:43:32 : HOMEFMTA error: can't find zipfile [ /u1/srtp/commfiles.zip.zip ] Unable to unzip file SRTP/COMMFILES.ZIP TRHOME : 12/14/11 15:43:32 : BEGIN PROCESSING HOME HARDWARE FILE(S) ************* CHECKLIST DATE: 01/15/12 ST: 03/30/12 END: 04/10/12 CHECKLIST PRICING DATE: 01/15/12 DEALER #: PROMOTION PRIC CHNGE DATE: 01/15/12 DEALER #: ST: 04/30/12 END: 05/10/12 DEAL #: CHECKLIST ID: NF9217 CHECKLIST DATE: 12/11/11 ST: 00/00/00 END: 00/00/00 CHECKLIST DATE: 12/11/11 ST: 00/00/00 END: 00/00/00 CHECKLIST DATE: 12/11/11 ST: 00/00/00 END: 00/00/00 CHECKLIST DATE: 12/11/11 ST: 00/00/00 END: 00/00/00 CHECKLIST PRICING DATE: 12/11/11 DEALER #: CHECKLIST PRICING DATE: 12/11/11 DEALER #: CHECKLIST PRICING DATE: 12/11/11 DEALER #: CHECKLIST PRICING DATE: 12/11/11 DEALER #: NEW ITEMS DATE: 12/21/11 DEALER #: ST: / / END: / / ITEM MASTER CHANGE DATE: 12/21/11 DEALER #: ST: / / END: / / WEEKLY PRICE CHANGE DATE: 12/21/11 DEALER #: UPC MAINTENANCE DATE: 12/21/11 DEALER #: FIRST TIME BUYS DATE: 12/21/11 DEALER #: ST: / / END: / / INVOICES DATE: 12/21/11 DEALER #: INV: INVOICES DATE: 12/21/11 DEALER #: INV: INVOICES DATE: 12/21/11 DEALER #: INV: INVOICES DATE: 12/21/11 DEALER #: INV: INVOICES DATE: 12/21/11 DEALER #: INV: BACKORDERS DATE: 12/21/11 DEALER #: TRHOME : 12/14/11 15:43:33 : ************************************************************ TRHOME : 12/14/11 15:43:33 : RECORDS RECEIVED: TRHOME : 12/14/11 15:43:33 : 3,971 FILE MAINTENANCE TRHOME : 12/14/11 15:43:33 : 456 ADD TRHOME : 12/14/11 15:43:33 : 3,337 CHANGE TRHOME : 12/14/11 15:43:33 : 111 FIRST TIME BUY TRHOME : 12/14/11 15:43:33 : 67 CHECKLIST NEW ITEM TRHOME : 12/14/11 15:43:33 : 1,928 UPC MAINTENANCE TRHOME : 12/14/11 15:43:33 : 2,079 PRICE CHANGE TRHOME : 12/14/11 15:43:33 : 298 PROMOTION PRICE TRHOME : 12/14/11 15:43:33 : 412 CHECKLIST TRHOME : 12/14/11 15:43:33 : 412 CHECKLIST PRICE TRHOME : 12/14/11 15:43:33 : 752 INVOICE TRHOME : 12/14/11 15:43:33 : 76 BACKORDERED TRHOME : 12/14/11 15:43:33 : ************************************************************ TRHOME : 12/14/11 15:43:33 : END PROCESSING HOME HARDWARE FILE(S) ************* BTCTRAN : 12/14/11 15:43:33 : NUMBER OF IU LINES RECVD: 3,971 BTCTRAN : 12/14/11 15:43:33 : NUMBER OF UUH LINES RECVD: 1,928 BTCTRAN : 12/14/11 15:43:33 : NUMBER OF PC LINES RECVD: 2,079 BTCTRAN : 12/14/11 15:43:33 : NUMBER OF PM LINES RECVD: 298 BTCTRAN : 12/14/11 15:43:33 : NUMBER OF CKLI LINES RECVD: 412 BTCTRAN : 12/14/11 15:43:33 : NUMBER OF CKLP LINES RECVD: 412 BTCTRAN : 12/14/11 15:43:33 : NUMBER OF EXG LINES RECVD: 752 BTCTRAN : 12/14/11 15:43:33 : NUMBER OF BO LINES RECVD: 76 BTCTRAN : 12/14/11 15:43:33 : TRANSMISSION SUCCESSFUL If you have a problem receiving EFM data, try receiving EFM data again. If you are still not successful, do the following: a. Check Function ASYMSG for messages about the transmission. 22 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

29 b. Make note of any error messages you see on the screen and call the Advice Line at to help you solve the problem. Reading the Transmission Reports After receiving EFM data, the system spools several reports in Function MSP. Item Update Transmission Report 1. Open Eagle Browser. 2. Type MSP in the Launch bar and press J. 3. The Item Update Transmission Report name is EFM. Highlight it in the list and press 6 <Display> to review it. 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 1 HH EDI 5.1 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 HOMEFM for maintenance on existing items in your Inventory. Total records added as new This is the number of items added to FIL HOMNEW 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: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 23

30 Backorder Report 1. Open Eagle Browser. 2. Type MSP in the Launch bar and press J. 3. The Backorder Report name is EFMB. Highlight it in the list and press 6 <Display> to review it. The report consists of the following sections: a) Prepage shows miscellaneous information about the transmission and file. b) Details page(s) lists all the items which Home Hardware still considers to be on backorder to be shipped at a later date. Note that Future Orders (i.e. Deals) to be shipped at a later date are not considered backorders. The following is an example of the Backorder Report. EFM BACKORDER REPORT 01/18/12 09:13:02 PAGE: 8 FILE DESCRIPTION ST VENDOR VENDOR NAME DEALER NO INVOICE NO PO NO. LINE SKU ORDERED BACKORD UOM RETAIL EXPECTED SHIP RELAY DEAL CUSTOMER DESCRIPTION QTY QTY DATE CODE ID NO EA /01/ FOOD,CAT IAMS HEALTHY1.59KG PKG /09/ TOYS, CAT SPRINGS PK PKG /09/ TOYS, CAT SPRINGS PK CD /28/ TOY,DOG NOSE DIVER ASTD EA WATERER,PET PORTBL DD-1046 GULPY CD /31/ TOOL, DESHEDDING WAHL EA /30/ UMBRELLA, MARKET 9' BALA PAPRIKA EA WK AXE, MICHIGAN FG 3.5LB X 36" EA SKU IS NOT ON FILE EA /24/ FLUID,ATF DEXRON L EA /04/ CBLS, BSTR 4GAX16' UNIVAL 450A EA TEST ITEM EA /25/ SPOTLIGHT, RECHRGBL 1MILLIONCP EA /17/ COVER, TOP SHELTER 1016TC F/16' PAD HOMECD CNSMR AP CNV ENG 50PAD PAD HOMECARD INSTNT APP ENG NAT 25P EA /30/ SKU IS NOT ON FILE. END OF REPORT Items with SKU is not on file messages are valid Home Hardware items which will be shipped when available. However, they are items which currently are not in your Eagle database. These items should be added using function IMU prior to processing ERP. Items with Consumer Numbers attached list those numbers in the Customer column. Please see the section Backorder Reconciliation for information on how this list of backordered items is reconciled with your outstanding Eagle P.O. s. 24 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

31 Reviewing EFM Data The following procedure explains how to use Report RFL to review New Items and Item Builds 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 and First Time Buys are 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 Setup 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. 5. 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 Select HOMNEW to review EFM data for new items from Home Hardware. 6. Repeat step 3 for flex name HOMBLD to review EFM data for dealer requested item builds. NOTE Be sure to review reports for any item add failures. An item may not add because of information may be missing. Reason codes will vary but will be reflected on the report. 7. 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 and 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: Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 25

32 You can do the following: Correct the error by adding the supporting information that is missing (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 and do not correct 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. 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 File. 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 HOMNEW. To display EFM data for existing items in your Inventory File, use Flex Name HOMEFM. 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 HOMEFM or HOMNEW. Press 6 <Display>. If function EFM was run with Existing Items Update Existing Items set to N, HOMEFM will not be created. If function EFM was run with New Items Add New Items set to N, HOMNEW will not be created. 4. At Adding New Items, press J. If Flex Name is HOMEFM, then this field defaults to N and you cannot change it. If Flex Name is HOMNEW, then this field defaults to Y if the Add New Items field in Function EFM is Y. Multi-store: If the Adding New Items field is Y, the Adding New Items Window displays when you press J. This field defaults to the store numbers you entered in the In Stores field in Function EFM. Press <Save> if you add most or all new items to the stores displayed in the window. Use the Override Stores field if you do not want to add an individual item to the stores displayed in the Adding New Items Window. When you display an item and the cursor is in the SKU field, press <Back Tab> to get to the Override Stores field. 26 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

33 5. At SKU, type the item number you want to change and press <Display>. The item and the EFM data for the item display. You can do the following with this item: a. Press <Clear Field> 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 Add new item in IMU field so that the system adds or does not add new items to your Inventory File (Flex Name HOMNEW only). d. Change the Change item in IMU field so that the system adds or does not add EFM data to existing items in your Inventory File (Flex Name HOMEFM only). 6. At Add/Change item in IMU, type Y or N. If you want to add the EFM data for the displayed item to your Inventory File, type Y. If you do not want to add the EFM data for the displayed item to your Inventory File, type N. The data remains in Function FIL until you delete it with Report RFL, Option Y or Z. This field determines if the system adds EFM data for an individual item to your Inventory File. The Change item in IMU field displays with Flex Name HOMEFM. The Add item in IMU field displays with Flex Name HOMNEW. 7. After you change an item, press <Change>. Or you can press J through the last field on the screen. 8. Repeat steps 5 through 7 for all the items you need to change. After you make all your changes, you can run Report RFL if you want to review the EFM data again. Then use the procedure in the next section, Adding EFM Data To Your Inventory, to add the EFM data to your Inventory File. 9. Press <End> to exit the screen. Updating EFM Data to Your Inventory The following procedure explains how to add EFM data to your Inventory File. Use Report RFL with Options FXY to do this. If you change UPC codes, you must also run Report RAP. The Report RAP procedure follows the Report RFL steps. 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 Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 27

34 4. On the Options tab a. Review and change Store number and Printing Sequence if necessary. b. 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. c. 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. d. At Flex Name, type HOMEFM or HOMNEW. Use Flex Name HOMEFM to add EFM data to items that exist in your Inventory File. Use Flex Name HOMNEW 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. Receiving a BUILD File You may request the BUILD if you want to update all the items in a particular section of you Inventory File; for example, all the items in your hardware department. Home Hardware Third Party Support sets up dealer-requested BUILD. The BUILD Files process through EFM and will be added to FIL as flex name HOMBLD. You may review and use the previous process to update your BUILD files. 28 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

35 Purchase Orders 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 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 it to transmit at a later time. 1. Create the purchase order with Function MPO or Report RSO in accordance with the usual Eagle Purchasing and Receiving process. If the PO pertains to a Deal then enter the Deal number in the Reference # field. Any items that were included in the original checklist associated with the Deal number that are not included on this PO will be added to the transmission with a zero qty at the time that the transmission file is created (provided the item is not identified by Home Hardware as an optional item, i.e. small, medium and large ship quantities are all zero). Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 29

36 2. Open Eagle Browser. 3. Type EPO in the Launch bar and press J. The Electronic Purchase Orders (EPO) screen displays. 4. On the Transmission tab type HOMEPO in the Control Stream field. 5. On the Options tab a. Review and change Ship-To Store number and Purchase Order Type if necessary. 30 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

37 b. For Price Override Code Pos. i. The Store will determine user code position (1, 2 or 3) to indicate an item with a Retail Price Override when posting PO detail in MPO. ii. Add the item you wish to override at the detail screen and enter the override price in the Retail field. iii. Use the *(KPad) <Flip> to set the designated user code position (1, 2 or 3) to Y. NOTE The Y should be set in the same position for every item with a price override as there is a corresponding Position Identifier listed in EPO. iv. In order to send a price override on an item that you do not wish to actually order, you will need to specify a qty of and the system will create the line in ORDERS.DAT as a 0 qty. The requirement to match the position of the Y in MPO with the correct position specified in EPO still applies. v. To remove a price override, specify a price of in the retail price field as the override. Home Hardware will remove the existing price override maintained on their system for that item. The requirement to match the position of the Y in MPO with the correct position specified in EPO still applies. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 31

38 Price Overrides sent with a zero qty are not placed on order and therefore wouldn t get a cancel line sent back from HH in the invoice. They should be deleted after Transmitting to Home Hardware. You may want to consider transmitting price override PO s separately to avoid mixing price overrides with non-price overrides. Retail Prices entered in MPO will not update inventory - manual price updates must be done to set the overridden retail price. It is possible to send a retail override on a valid detail with an actual order quantity c. For Qty Correct Code Pos. Qty Correct is a flag is used to identify unusually large order quantities on a given Order. i. Much like the Retail Price Override you will indicate a user code (1, 2 or 3) to use for Qty Correct in the detail line of MPO. EPO Also has a corresponding position indicator. ii. Use the *(KPad) <Flip> to set the predetermined user code (1, 2 or 3) to Y to indicate a Qty Correct item. iii. If the specified flag is set to Y then the item will be considered Qty Correct in the transmission file to Home Hardware. 32 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

39 d. Special Order Consumer# (AKA - EC#): i. In order to identify additional quantities or special orders, you will need to enter a customer number in the Special Order Cust # field to indicate special order this will be transmitted as the Home Hardware consumer number. This can be accomplished by entering an assigned customer number. (Possibly the Customer Number from MCR) You may want to have an internal store customer built in MCR to flag qty s being added to an existing order. (Home Hardware will add to existing order qty any time a consumer number is populated on the order line. Otherwise the latest qty in overwrites any previously submitted order.) ii. Since the Eagle customer # can contain a 6-digit number and the Consumer # field is only 5 digits, the Eagle program will write the last 5 digits of customer # into the consumer # field of the file transmitted to Home Hardware. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 33

40 e. Deal/Checklist PO s: A 4-digit numeric in the Reference# field on a PO header will indicate the PO is associated with a Home Hardware Deal. i. Reverse PO s Deal/Checklist PO s created through Reverse PO in EFM will automatically add the Deal number in the reference field. Deals/Checklists with Optional Items will be added with a quantity based on the default value in the EFM Reverse PO section. ii. Manual PO s When manually creating PO s for Deals you will need to add the Deal # to the Reference # field and change the PO Order Type to Future. f. SKU Validation: SKU number will be validated to ensure only 7 digit numeric SKU numbers are transmitted to Home Hardware all others will be ignored and reported as an error in the async log. You will need to correct and resend an order file if it contains errors 34 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

41 6. On the From/To tab select the PO or range of PO s to be transmitted. 7. Use function ASYMSG to check the status of any given transmission. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 35

42 Electronic Invoicing 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. Step 1 Confirm EFM has processed Step 2 Run ERP to Electronically Receive the Invoice Information Step 3 Review the Exception Report Step 4 Review and edit Purchase Order while in receipt mode Step 5 Run RRP to finalize receipt Eagle will build new PO s based on the incoming invoice information. ERP creates new PO s for the items on the incoming ERP. It will create a separate PO 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 PO s. Backorder items will remain on the invoice. NOTE MVR Backorder for Home Hardware should be set to Y. Each PO that gets created will have the Home Hardware invoice number and the invoice Due Date embedded in the PO. This information is then used for printing a new totals section on the ERP report, plus it is used to pass to Accounts Payable. At the end of the ERP report, a totals section has been added. This will print a list of all the POs that were created along with the corresponding Home Hardware invoice number, the due date, the number of lines on the PO, and the total cost. When running ERP, one of the first things you will do is compare this list of POs / invoices to the list of invoices provided from Home Hardware. 36 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

43 Posting Receipts Use the following procedure if you transmitted a purchase order to Home Hardware and want to receive information about the invoice. Keep the following in mind: This process creates new PO s from details on the Invoice being received. You can also use this procedure to append the detail of an entire order to a PO header that you created earlier. 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. 2. Type ERP in the Launch bar and press J. The Electronic Receipt Posting (ERP) screen displays. 3. On the Transmission tab type HOMERP in the Control Stream field. Multi-stores: Type the control stream for your store. For example, you are Store 2 and want to receive your invoices type HOMERP2. 4. On the Print Setup tab: a. Select A if you wish to spool and print or S if you wish to spool only. b. Enter the appropriate printer if printing. 5. On the Options tab: a. Select your Retail Posting Options b. Select your Retail Calc Options if Retail Posting Options is set to 1. c. Select your Exception Report Options 6. On the From/To tab: a. Choose the correct Store b. Choose R for Use Electronic Invoice c. Select N for Initiate Transmission d. Select the Vendor Code for Home Hardware 7. On the PO Setup tab: a. Select the Target PO # to Reconcile is recommended 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. Resequence Target PO = N c. Append to Target PO = A d. Update Inventory QOO = Y e. Select Additional PO#s to Reconcile if desired 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. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 37

44 Reviewing the Exception Report This section explains how to read the Exception Report and how to make changes to the purchase order(s). You should review the items that print on the Exception Report so you can start resolving any issues. Once you have printed the Exception Report, use it to identify the items and purchase orders that require changes. The following sections present each area of the report and explain why an item prints on the report and what changes (if any) you need to make. How the Report Is Organized The items that print are exceptions. Several types of exceptions can occur. For example, an item whose PO quantity is different from the invoice quantity is an exception. The following sections may print on the report: Unmatched Quantity Exception section Substitution Exception section Unfilled Quantity Exception section Zero Filled Quantity Exception section Price Change Exception section Miscellaneous Exception section Extra Item Exception section Promotion Item Exception section Backordered Exception section Purchase Orders that were Created section If there are no exceptions of any particular type(s), the section does not print on the report, i.e. if there are no Unfilled Quantities and no Extra Items, those two sections of the report do not print. Unmatched Quantity Exception Section This section explains how to make changes to the purchase order for items in the Unmatched Quantity Section. Use the Receive function in the Purchasing and Receiving window to make sure the quantity received, cost (in stocking and purchasing units of measure), and retail are correct. Type over any errors with the correct information. Changing the Purchase Order Use the Purchasing and Receiving window if you suspect the item is on the PO more than once. Do the following: 1. On the Posting screen, with the PO displayed, double-click on the SKU column to sort the PO by SKU. Then look for items that are on the PO more than once. 2. If the Backorder field is set to Y, all but the first occurrence of the item will stay on the PO until you receive the quantity or delete it from the PO. 3. If the Backorder field is N, you do not need to do anything the system automatically deletes the item from the PO. Make sure the purchasing unit of measure in Inventory Maintenance is correct. 38 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

45 If you didn't order enough for an entire shipping unit (i.e. a case of 12), you may want to do one of the following: Make sure the order multiple is correct in Inventory Maintenance. Change the order multiple. Change the purchasing unit of measure. Substitution Exception Section Items print in this section for the following reasons: The original item has been discontinued and should never be ordered again. In the future, you should order the item sent in place of the original item. It temporarily replaces a similar item. In both situations, the system sets the quantity received for the original SKU to zero so that fill percentages are updated. The system appends a filled substitute SKU to the PO if Append To Target PO? is Y, and the substitute SKU is in the Extra Item Exception section. If the substitute SKU is not on file (not in Inventory Maintenance), it prints in the Miscellaneous Exception section. ELECTRONIC RECEIVING EXCEPTION REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 OPTIONS:(R) K 12/20/11 15:33:41 PAGE: 1 SUBSTITUTION EXCEPTION SECTION INVOICE DATE: 4/14/09 INVOICE NUMBER: INVC P.O. P.O. ALTERNATE LINE# NBR. LINE# PART NUMBER SKU DESCRIPTION QUANTITY PACK COST EXTENSION COMMENT CLPS,RG59 WLL W/NL NOW ITEM NOT FOUND IN INVENTORY LMPS,CMP FL DAY NOW # BAGS,GAR 25PK GRN NOW # ITEM COUNT: 4 Changing the Purchase Order This section explains how to make changes to the purchase order for items in the Substitution Exception section. If this is a permanent substitution, do the following: Use function RCIN to change the number of the old SKU to the new SKU. This combines the sales history of the old SKU with the new SKU, so you can still use the stocking and history information to calculate order points and run suggested orders. Re-sticker the shelf stock with the new SKU. This saves time at point-of-sale because clerks will use the correct SKU. If this is a temporary substitution, do the following: If you use price stickers, re-sticker these items with your regular SKU number so you can continue to gather sales history for the item. -- or -- If you want to keep the sales history separate from the regular SKU, add the temporary SKU to Inventory Maintenance. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 39

46 Unfilled Quantity Exception Section Items print in this section for the following reasons: You cancelled the order for it. You are not authorized to purchase it. It is discontinued. It is a duplicate item. It is not stocked in the Warehouse/Distribution Center. It is billed separately from a central Distribution Center. It is an invalid stock number. Items in this section do not affect fill percentages. ELECTRONIC RECEIVING EXCEPTION REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 OPTIONS:(R) K 12/20/11 15:33:41 PAGE: 1 UNFILLED QUANTITY EXCEPTION SECTION INVOICE DATE: 4/14/09 INVOICE NUMBER: CODES INVC P.O. NBR. ALT.PART NBR SKU MSOP1234 QUANTITY PACK UPC LINE# P.O. LINE# DESCRIPTION DE CLS LOC COMMENT MFR PART # ITEM NOT FOUND IN INVENTORY NOT STOCKED ITEM NOT FOUND IN INVENTORY NOT STOCKED TOOL, SOLDERING COLD HE NOT STOCKED TOOL, SOLDERING COLD HE NOT STOCKED SHARPENR, XTRASHARP 4-IN NOT STOCKED WHEEL, REPLC DIAMND RDW NOT STOCKED ITEM NOT FOUND IN INVENTORY NOT STOCKED ITEM NOT FOUND IN INVENTORY NOT STOCKED ITEM NOT FOUND IN INVENTORY NOT STOCKED SPKR,IN/OUTDOOR WRL 35 NOT STOCKED YARDLITE+POST,2LT BRZ GFCI 36 NOT STOCKED ITEM COUNT: 11 Changing the Purchase Order You do not have to change the purchase order for items in the Unfilled Quantity Exception section. If the item is discontinued, you may want to find another supplier. 40 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

47 Zero Filled Quantity Exception Section Items print in this section for the following reasons: It is temporarily out of stock. It is out of stock for the season only. You need to re-order it. Items in this section affect fill percentages. Changing the Purchase Order You do not have to change the purchase order for items in the Zero Filled Quantity Exception section. If the item is temporarily out of stock, you may want to find another supplier. Price Change Exception Section Items print in this section for the following reasons: The invoice cost is different than the PO cost, and/or the suggested retail is different than the PO retail. You use GPO (Generate Purchase Order) to create a PO, and transmit it to your vendor. Since the system uses the average cost to create the PO in GPO, and the invoice cost is the replacement cost, items on these POs will usually print in this section. The item is a quantity break item. The buyer fails to code it as an auxiliary retail. Interpreting Symbols and Calculations in the Price Change Section + prints to the right of cost and retail increases. - prints to the right of cost and retail decreases. Asterisks (***) print to the left of the cost and /or retail when the cost or retail changes (up or down) by more than 20 percent. TEMP prints to the right of the Codes field information for temporary price changes. An item with a temporary price change will also print in the Promotions section. Sales and checklist items are considered temporary price changes. A "P prints to the right of the SKU if it is a checklist item. If the new cost of an item is greater than the old retail, and the order multiple is not 1, the system calculates the cost based on the order multiple. For example, the new cost of an item is $15.25, and the old retail is $ The order multiple is 10. Since the new cost ($15.25) is greater than the old retail ($14.95), the system changes the cost to $1.525 ($15.25/10). ELECTRONIC RECEIVING EXCEPTION REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 OPTIONS:(R) K 12/20/11 15:33:41 PAGE: 2 PRICE CHANGE EXCEPTION SECTION INVOICE DATE: 4/14/09 INVOICE NUMBER: CODES INVC P.O. NBR. ALT.PART NBR SKU MSOP1234 QTY ORDERED OLD COST OLD RETAIL PACK QOH UPC LINE# P.O. LINE# DESCRIPTION DE CLS LOC COMMENT QTY FILLED NEW COST NEW RETAIL LINE EXT MFR PART # POSTED PLAYR,DVD COMPACT ALDV243LL INVOICE NUMBER: POSTED WHEEL, REPLC DIAMND RDW Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 41

48 INVOICE NUMBER: POSTED KNEEPADS,HVY DUTY HD120 FOA HD POSTED PULLER,TACK/NAIL BM # POSTED PULLER,NAIL 10-1/2 BM W/GRI ITEM COUNT: 5 Changing the Purchase Order This section explains how to change the purchase order for items in the Price Change Exception section. Review the retail prices to make sure they are what you want. If you do not want temporary cost changes to affect your inventory, you can use Update Prices Option E in the Receiving Report (RRP) to exclude temporary cost changes. This option allows you to preview the temporary cost changes without having to manually correct them while receiving the PO in the Purchasing and Receiving window. If the new cost of an item is greater than the old retail, and the order multiple is not 1, the system changes the cost based on the order multiple. If the system changed the cost because the new cost is greater than the old retail, correct the cost while receiving in the Purchasing and Receiving window. If the cost or retail percent changes by more than 20 percent, check the order multiple in Inventory Maintenance to be sure it is correct. For example, the cost in Inventory Maintenance may be set up as an "each" cost, and the cost from the vendor is set up as a "box" cost. Miscellaneous Exception Section Items print in this section for the following reasons: It is not in your Inventory file. It should be appended to the PO but is not. (The message ALREADY ON FILE prints in the Comments Section.) The item number is already in the Inventory File for another vendor. Your vendor designates the item as a type of adjustment. ELECTRONIC RECEIVING EXCEPTION REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 OPTIONS:(R) K 12/20/11 15:33:41 PAGE: 76 MISCELLANEOUS EXCEPTION SECTION INVOICE DATE: 4/14/09 INVOICE NUMBER: INVOICE ALTERNATE LINE # PART NBR. SKU DESCRIPTION QUANTITY COST EXTENSION COMMENT ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE INVOICE NUMBER: ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE 42 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

49 ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM NOT ON FILE ITEM COUNT: 28 Changing the Purchase Order This section explains how to change the purchase order for items in the Miscellaneous Exception section. If an item prints in this section, use the following checklist to help you decide what to do. If the item is not in your Inventory File, use Inventory Maintenance to add it. Then add the item by clicking Add from the Receiving screen in the Purchasing and Receiving window. If the item should be appended to the PO but is not, then the item does not have the vendor code you entered in ERP as its primary, manufacturer, or secondary vendor. To add the item to the PO, create an alternate part number in Function MAP. Then add the item to the PO by clicking Add from the Receiving screen in the Purchasing and Receiving window. Extra Item Exception Section Items not on the PO, but on the invoice, print in this section for the following reasons: If you appended extra items to the target PO, the system adds the items to the target PO, and "POSTED prints under the invoice line number. The item is a sale, checklist, or backordered item, and does not appear in the Purchasing file under that sale code or deal number. A non-stock Special Order SKU was ordered and has been replaced with the real SKU. ELECTRONIC RECEIVING EXCEPTION REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 OPTIONS:(R) K 12/20/11 15:33:41 PAGE: 78 EXTRA ITEM EXCEPTION SECTION INVOICE DATE: 4/14/09 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 PRY BAR,MINI BM# IN POSTED PRY BAR,WONDR /8 10 Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 43

50 POSTED PRY BAR,WONDR SUPR POSTED KNEEPADS,TRADESMAN GEL POSTED REFILL,CHALK BLUE TRY # POSTED CHISEL, WOOD W/STL HHM POSTED CHISEL,WOOD / POSTED CHISEL, WOOD W/CAP BM BM POSTED CLAMP, C CAST BM 3X POSTED CLAMP,SPRING HD HHM 4X6" POSTED CLAMP, SPRING STEEL HHM Q POSTED BUTTMARKER,STANLEY POSTED HAMMER,ANTI-VIBE SS16CNSTL POSTED HAMMER, MACHNST BM POLSHD POSTED SLEDGE, FIBERGLASS MD6FDC POSTED HANDLE,SLEDGE TS 36IN POSTED HANDLE,POST MAUL IN 10 ITEM COUNT: 17 Changing the Purchase Order If the item was ordered by the Manufacturing Representative, make sure it was added to the PO. Promotion Exception Section Items print in this section for the following reasons: You purchased it at a promotional price. The item is a checklist item. ELECTRONIC RECEIVING EXCEPTION REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 OPTIONS:(R) K 12/20/11 15:33:41 PAGE: 161 PROMOTION EXCEPTION SECTION INVOICE DATE: 4/14/09 INVOICE NUMBER: INVC P.O. P.O. PROMOTIONAL ALTERNATE SKU LINE# NBR. LINE# ID PART NUMBER QUANTITY DESCRIPTION PACK COST EXTENSION PROMO S/R TOOL, SOLDERING C SPKR,IN/OUTDOOR YARDLITE+POST,2LT BRZ Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

51 FOUNTN,INDR JUG ITEM NOT FOUND IN INV ITEM NOT FOUND IN INV APRON,RED BIB HHYRD S 1.54 INVOICE NUMBER: POSTED 2.00 BINS,STORAGE PLSTC GP POSTED 2.00 BINS,STORAGE PLSTC GP POSTED 6.00 BRUSHES, ACID 12PK BP POSTED 1.00 BELT,RESN 3X21 5PK GP POSTED 2.00 GLOVES, VINYL 100PK B POSTED 2.00 GLOVES, VINYL 100PK B POSTED BRSHS,PURE BRISTLE GP POSTED 2.00 BRSHS,POLYESTER GP# POSTED 4.00 BRSHS,POLYESTER GP# POSTED 2.00 BRSHS,POLY ANGULAR GP POSTED 4.00 BRUSH SET,FOAM GP# AS POSTED REFILS,10MM LNTFRE GP POSTED 5.00 PNT, GLOSS WHITE BP# POSTED 6.00 PNT, GLOSS BLACK BP# POSTED 4.00 GLUE,CRPNTR HMEBND GP POSTED SEAL,SILICONE CLR GP# POSTED 2.00 CLMPS, HOSE 9/16 GP POSTED 2.00 CLMPS,HOSE 5/8 GP# ' POSTED 4.00 CLMPS,HOSE 1-1/16 GP# POSTED 4.00 LMPS,APPLIANCE 4PK GP POSTED 5.00 PANEL, CORRAL 12' 6 B INVOICE NUMBER: POSTED 3.00 HINGES,NARROW 2/CD BH POSTED 3.00 HINGES,MEDIUM 2/CD BH ITEM COUNT: 30 Changing the Purchase Order You do not have to change the purchase order for items in the Promotional Item section. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 45

52 Purchase Orders that were Created Section This section lists the PO s created and each one s matching Home Hardware Invoice number. These are the PO numbers that will be required when checking in the shipment. ELECTRONIC RECEIVING EXCEPTION REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 OPTIONS:(R) K 1/18/12 10:00:09 PAGE: 215 PURCHASE ORDERS THAT WERE CREATED SECTION TOTAL PO # INVOICE # DUE DATE LINES TOTAL COST /00/00 5 1, /00/ /00/ , /00/00 1 1, /00/ /00/ /00/00 4 1, /00/ /00/ /00/ /00/ /00/ /00/ /00/ /00/ /00/ /00/ /00/00 1 1, /00/ , /00/ /00/ /00/ /00/ /00/ /00/ /00/ /00/ , /00/ /00/ /00/ /00/ /00/ , PO COUNT: , END OF 10:00:12 46 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

53 Backorder Reconciliation Section This section contains two sub-sections. The first sub-section shows P.O. s which have been deleted and the reason for deletion. ELECTRONIC RECEIVING REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 1/18/12 10:00:12 PAGE: HOME HARDWARE'S BACKORDER RECONCILIATION The following section shows Purchase Orders that have been deleted. Code: I = Home Hardware PO deleted because one or more lines were Invoiced. B = Home Hardware PO deleted because one or more lines were Backordered. S = A Backordered Special Order item Purchase Order Invoice Backorder Code PO# Line Item Qty Invoice # Line Qty PO# Ordered Shipped Backord I B S I B I B This section shows outstanding P.O. s that will be replaced on your system with new P.O. s. The new P.O. s will be used to receive your weekly order or to track your outstanding backorders. 1. P.O contains a Special Order item of which a quantity of 6 was ordered. A quantity of 2 shipped and was put on PO A quantity of 4 was backordered and left on the original PO P.O has been deleted and replaced with P.O. 816 created from HH Invoice (lines 1 to 5) and with P.O. 831 created from HH Invoice (line 6). 3. P.O has been deleted and the item on it has been added to the Backorder tracking P.O. 4. P.O has been deleted and replaced with P.O. 802 created from HH Invoice SKU (line 8) has been added to the Backorder tracking P.O. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 47

54 The second sub-section shows changes that were made to the Eagle backorder P.O. for Home Hardware. These changes are a result of processing backorder information received from Home Hardware and modifying the existing Eagle backorder P.O. to match. ELECTRONIC RECEIVING REPORT (ERP) FOR: EAGLE 1 - HH EDI 5.1 1/18/12 10:00:12 PAGE: HOME HARDWARE'S BACKORDER RECONCILIATION The following section shows changes made to store 1's backorder PO for Home Hardware, HOMBPO Backorder Quantities Item Description Previous Change New BISTRO ST, DMND RND C08FM512 GRN BISTRO ST, DMND SQR C08FM513 GRN TOTE BOX,METAL AST W/BOTLE OPENR TUB, PARTY MTL ASTD W/INNER RACK BBQ,PROPN 4BRN 45M TRY BBQ, PROP TTOP 10M HH SS 276" INDICATOR,PROPANE MAGNETC STAND, BBQ TRAVELQ OG NAPOLEN PLANKS, GRILL ALDER PK CUSHION, LOUNGE PARK AVENUE BURNER, RATN/CERAMC PATIO FUNNEL, PLST W/FLTR OZ AXE, MICHIGAN FG 3.5LB X 36" SPINDLES,MAPLE 2S 3-1/2X3/8" CLOTHS, DISH 2PK MOSS WFL14X CLOTHS, DISH 2PK BLK WFL 14X TOWEL, T WFL 18X28 RED/WHT TOWEL, T WFL 18X28 MOSS/WHT TOWEL, T WFL 18X28 BLK/WHT TUBING, WHTPOLY100'.170IDX1/4OD TUBING, CLRBRD 50' 3/4IDX1.030OD CLEANER,ENGINE HH #X G FILTER,OIL AUTO PZ FLUID,ATF DEXRON L CBLS, BSTR 4GAX16' UNIVAL 450A TEST ITEM SPOTLIGHT, RECHRGBL 1MILLIONCP COVER, TOP SHELTER 1016TC F/16' BRCHR,INSTL BTHTUB HH24 F/A BRCHR, REMVNG FINSH HH27 F/A BRCHR,THERMOSTAT HH109 F/A BRCHR, BASIC DECKS HH110 F/A CRD,GARDEN EXPERT BLANKS 7X HOMECD CNSMR AP CNV ENG 50PAD HOMECARD INSTNT APP ENG NAT 25P ITEMS PREVIOUSLY ON BACKORDER PO 224 ITEMS REMOVED FROM BACKORDER PO 47 ITEMS CURRENTLY ON BACKORDER PO 177 END OF BACKORDER 10:00:12 This section shows three possible scenarios: 1. An item was ordered on a recent P.O. and is not currently available so Home Hardware has backordered it. Item Description Previous Change New AXE, MICHIGAN FG 3.5LB X 36" In this example a quantity of 1 of SKU was ordered (Previous = 0) and was backordered by Home Hardware. Therefore the Change is 1, and the New quantity on your B/O tracking P.O. is An item was previously on backorder and Home Hardware has shipped it. 48 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

55 Item Description Previous Change New BISTRO ST, DMND RND C08FM512 GRN In this example a quantity of 2 of SKU was already on a backorder (Previous = 2) and was shipped by Home Hardware. Therefore the Change is -2, and the New quantity on your B/O tracking P.O. is 0. This example can also be encountered if either Home Hardware or you have cancelled the order for that item. 3. An item was previously on backorder and Home Hardware has shipped some of the outstanding quantity. Item Description Previous Change New PLANKS, GRILL ALDER PK In this example a quantity of 4 of SKU was already on a backorder (Previous = 4) and 2 were shipped by Home Hardware. Therefore the Change is -2, and the New quantity on your B/O tracking P.O. is 2. Checking In the Shipment Use these guidelines if you posted receipts in Function ERP, and are ready to check in the shipment. One of the most efficient ways to check in the shipment is to receive from the price stickers (attach the stickers to the items). If you re-sequenced the PO (functions ERP or POR) in invoice/line# format, the price stickers print in the same order as the invoice. Any leftover stickers are discrepancies between the invoice and what you actually received. Printing a Receiving Edit List Use this procedure if you 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. In the Launch bar type RRP and press J. The Receiving Report screen displays. Note: If you access this report from the Purchasing and Receiving window, and the PO is displayed in the window at the time, then the relevant information such as vendor, PO 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 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: a. Select A if you wish to print or S if you wish to spool only. b. Enter the appropriate printer if printing. 5. On the Options tab: Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 49

56 a. Select desired options. You can use Help and search under RRP for a full explanation of all options. 6. On the Update Options Tab: a. Click in the box to the left of the options you want. 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. 7. On the From / To tab: 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 PO number in the PO Number boxes. Important: If you are finalizing more than one PO with option F (by leaving the From / To tab blank or by indicating a range of POs), you must set Allow Multiple PO Update to Y. 8. On the Fax Setup tab complete the required fields if faxing the report. 9. Press 4 <Run>. 10. 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. Display the Receiving Report window as in the previous section. 2. Fill in the desired options on each tab of the report. On the Update Options tab, in the Update Options field: a. Select F (Finalize Receipts). b. If you have Advanced Special Order, you may want to use Update Option P in addition to F to allocate receipts to special orders. c. 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. 50 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

57 3. Use the table below to determine how to fill in the Update Prices field. Enter this at Update Prices CGMR <blank> D If you... changed any costs or prices on the items you received did not change any costs or prices on the items you received do not want to update replacement cost with landed cost Comments If you don't use the 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. P want to update the retail price on the PO based on the landed cost 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> and close. Whether or not items not received remain on the PO 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: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 51

58 Price Changes This chapter describes receiving price changes (COMFILE) electronically from Home Hardware. 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 Home Hardware using EFM. Step 2 Review price changes using the Transmission Report (spooled in Function MSP, Report Name BTC). 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 Home Hardware in a temporary price change file. You can edit these price changes with Function IPC (Screen M), and finalize them (update the Inventory File) with Report RPC, Option F. My SKU numbers are not the same as Home Hardware s. Will I be able to receive electronic price changes? Yes although it is highly recommended that you use the Home Hardware SKU as the primary SKU. Use Function MAP to enter alternate part numbers for each SKU that is not the same as the Home Hardware 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 Home Hardware 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. 52 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

59 Will I receive price updates for all Home Hardware items? Yes. You receive a price change for every Home Hardware item whose pricing has changes. 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. Home Hardware updates its COMFILE file (which contains EFM and price change data) nightly. What if I forget to do a price change transmission? If you do not receive price changes on the recommended day, Home Hardware does keep a few weeks worth of price changes. Then, the next time you receive price changes, you automatically receive the current price changes and any previous ones you may have missed. If I receive an error message during the price change transmission, what do I do? As price changes are received during the transmission, they are stored in a temporary file. They are not added to the price change file until after the transmission has successfully completed. In most cases, if the transmission has failed, the temporary file of price changes on the Eagle system is deleted. You may retry the transmission, because Home Hardware does not mark the price changes as received until an error-free transmission is complete. If you retry the transmission and it fails, it may be because Home Hardware has marked the transmission successful. You need to call Home Hardware and ask them to reflag the file. Receiving Price Changes with Function EFM Use the following procedure to receive price changes from Home Hardware. Before receiving COMFILE from Home Hardware, 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 HOMEFM. 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 the 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 setup 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: Make note of any error messages you see on the screen. Check Function ASYMSG for messages about the transmission. Call the Advice Line at 1(800) to help you solve the problem. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 53

60 Reviewing the Transmission Report The Price Change Transmission Report prints or spools after you receive price changes. Use the following information to review the report, make any necessary changes, and activate the price changes. The Price Change Transmission Report consists of the following two sections: Price Changes The cost and retail price changes that the system added to the Price Change File. Items Not Added The cost and retail price changes that the system could not add to the Price Change File. Since you are receiving all EFM data, the report prints the Home Hardware file maintenance information. These fields will be blank if there are no changes; otherwise, the changes will print. This update information prints in both the Items Not Added and Price Change sections. Price Change File 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, Screen M. 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). Items Not Added Section The first part of the report is the Items Not Added section. The following is an example of this section. PRICE CHANGE TRANSMISSION REPORT FOR EAGLE 1 - HH EDI 5.1 ITEMS NOT ADDED OPTIONS: ACLRZ 12/15/11 15:28:12 PAGE: 2 TRANS PRC TRANS TRANS REASON SKU DESCRIPTION U/M TYP REPL RETAIL NOT ADDED EA N NOF SECURI-TRACTION NOW # EA N DISC WNTER FRNT,UNIVRSL WF950 CAR EA N DISC WNTER FRNT, WF9213 CHV/G EA N DISC WNTER FRNT, WF9222 FORD EA N DISC EA N NOF EA N NOF FRESHENER,COOL FT TRY # EA N DISC EA N NOF FRESHENER,CAR VENT TRY # EA N DISC EA N NOF FRESHENER,CAR VENT TRY EA N DISC FRESHENER,CAR VENT TRY # EA N DISC EA N NOF EA N NOF EA N NOF EA N NOF EA N NOF TOTAL TRANSMITTED SKUS WHICH COULDN'T BE ADDED AS PRICE CHANGES : Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

61 Use the following information to review the fields that print in this section. Field Definition SKU... The SKU number for this item. DESCRIPTION... The description transmitted from Home Hardware. STK U/M... The stocking unit of measure from Function IMU. PUR U/M... The purchase unit of measure from Function IMU. TRANS U/M... The transmitted unit of measure PRC TYP... CURR REPL... The current replacement cost from Function IMU. NEW REPL... The replacement sent in transmission CURR RETAIL... The current retail price from Function IMU. NEW RETAIL... The retail price sent in transmission COST % CHG... Percentage change in cost ACT GP %... Actual gross profit after price change DES GP %... Desired gross profit as designated in Eagle Use the following information to help you understand the various codes that appear in the report. Each code is followed by the corrective action, if any is needed. Code Description and Action NOF... Not On File. The item does not exist in Function IMU. These items print only when you use Option Z. If this is an item you stock, add it in Function IMU. VDM... Vendor Doesn t Match. The primary vendor code for this item does not match the code you entered in Function EFM, the Price Change Transmission Screen. The item is not added to the Price Change File, unless you use Option A. or The SKU is an alternate part number and the alternate vendor is not the vendor code you entered in Function EFM, the Price Change Transmission Screen. You can change the primary vendor in Function IMU, or use Option A to add items when the vendor codes do not match. IMID... Invalid Member ID. The member number entered for Assigned Customer # in Function MVR does not match the member number on the COMFILE transmitted from Home Hardware. At the end of the Items Not Added section of the report, your member number prints. Make sure that the number shown is yours. If it is, then it has not been entered correctly in Function MVR in the Assigned Customer # field. If the member number is not yours, then it was not entered correctly in the HOMEFM control stream. KPN... Keep Prices No. The Keep Prices field is set to N (No) in Function IMU. If you want to keep prices, change the field to Y. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 55

62 DISC... Discontinued. The Discontinued field in Function IMU is Y (Yes). The item is not added to the Price Change File. If you want to update the discontinued items with the new prices, change the prices in Function IMU or add the price change to Function IPC. Price Changes Section The following is an example of the price changes section. PRICE CHANGE TRANSMISSION REPORT FOR EAGLE 1 - HH EDI 5.1 PRICE CHANGES OPTIONS: ACLRZ 12/15/11 15:28:12 PAGE: 13 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 % * SLDR, 50/50 SL 113G 4806 EA EA EA N * VARSOL HH33371H946ML EA EA EA N * REMOVER, PNT+VAR L EA EA EA N * EDGEGUIDE, DECORATR DP23 23" EA EA EA N * EDGEGUIDE, DECORATR DP12 12" EA EA EA N * PRIMER, KILZ 369G ORIGINAL ARSL EA EA EA N * * PRIMER, BIN 369G EA EA EA N * * PRIMER, EA EA EA N * PRIMER, L EA EA EA N * GLUE, SUPER BOTTLE HB CS-3ML CD CD EA N * TAPE, ETERNABOND R+G+S ALUM EA EA EA N * PAIL, 15L GALV HH #P016 EA EA EA N * * TEST ITEM EA EA EA N * KENNEL, PREFERRED 10X10X6 EA EA EA N * ROSIN BAG RB-3 EA EA EA N * SPIKES, BASE 3/SET ST ST EA N * STRAPS, BASE 3/SET ST ST EA N * BASES, SAFEBASE 3PC LBS ST ST EA N * BASES, 3/ST 15X15X CANVAS ST ST EA N * SAFE-BASE, 15X30X OFFICAL EA EA EA N * * PLATE, HOME DELUXE BLK EGE EA EA EA N * PLATE,HOME OFFCIAL W/3SPKE EA EA EA N * PLATE, PITCHER OFFICAL EA EA EA N * STAND, 'T' BALL RBR ADJ EA EA EA N * STCK, STRT HKY TRY # EA EA EA N * STCK, GOAL STRT HKY ATGT ALUM EA EA EA N * * HCKY SET, TYKE STRT THS2 EA EA EA N TOTAL TRANSMITTED SKUS WHICH COULD BE ADDED AS PRICE CHANGES : 791 OF THIS TOTAL 764 WERE NOT ACTUALLY ADDED BECAUSE: WERE PREVIOUSLY ADDED 2. 0 ALREADY EXISTED WITH DIFFERENT PRICES 3. 0 HAD NO ACTUAL CHANGE IN PRICE PRICE CHANGE EFFECTIVE DATE IS : 12/15/11 TOTAL NUMBER OF SKUS RECEIVED FROM HOME HARDWARE : 1348 END OF REPORT The items that print in this section are the items that the system added to the Price Change File. If a price change already existed for an item, the price change from Home Hardware is not added. The item and its new pricing information print in this section, with the following message: A DIFFERENT PRICE CHANGE ALREADY EXISTS FOR THIS SKU PRICE CHANGE NOT ADDED Closely review the Cost Percent Change column. This indicates the difference between the new costs (and indirectly the new retail prices) and your current costs (and retail prices). Often the reason for a large percent change is that Home Hardware is pricing the item by your method of purchasing rather than your method of stocking. Items that differ in cost by 20 percent or more are flagged with an asterisk. 56 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

63 Tip - Review and finalize price changes soon after receiving them, and before your next price change transmission. This keeps your prices up to date and prevents the problem of new price changes not being added to the price change file because an old price change is still on file. Whenever possible, the new cost received from Home Hardware is automatically converted to the cost of a stocking unit before it is added to the Price Change File. Use the Maintenance screen of Function IPC to make any necessary adjustments to the new costs or retail prices. For more information, refer to the next section, Editing Your Price Changes. Use the following information to review the fields in this section. If you have the Home Hardware SKU number loaded as an alternate part number, then the alternate SKU prints in the SKU column. If the alternate SKU is longer than six digits, it prints on the following line next to the message, THE ABOVE SKU IS AN ALTERNATE PART #, THE ACTUAL SKU IS: Field Definition ST... The store for which the price change was added. An asterisk (*) indicates that the price change was added for every store in which the item exists. SKU... The SKU number for this item. DESCRIPTION... The description transmitted from Home Hardware. STK U/M... The stocking unit of measure from Function IMU. PUR U/M... The purchase unit of measure from Function IMU. TRANS U/M... The transmitted unit of measure PRC TYP... CURR REPL... The current replacement cost from Function IMU. NEW REPL... The new replacement cost for the item. This cost includes the handling charge unless you selected Option U. If this item had a variable handling charge applied (a charge other than the usual percent), then that variable charge prints next to the new replacement cost. If you compare the new replacement cost of an item that has a variable handling charge to the each unit of measure cost on the report, which comes with your order, you may notice a difference. CURR RETAIL... The current retail price from Function IMU. NEW RETAIL... The new retail price for the item. If you selected Option S (Update Cost and Recalculate Retail Based On Desired Gross Profit Percent), then this price is the amount calculated from the new cost and the item s desired gross profit percent. This new retail may also be rounded based on the item s price rounding flag. If you did not select Option R or S, no retail price prints for the item. COST % CHG... The cost percentage change between your current replacement cost and the new replacement cost, which was added to the Price Change File. If you selected only to update retail, then this field is Retail% Chg. If this percentage change is plus or minus 20% or more, then an asterisk prints next to the change. ACT GP %... Actual gross profit after price change DES GP %... Desired gross profit as designated in Eagle Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 57

64 Editing Your Price Changes After reviewing the Price Change Transmission Report, you are ready to make changes to the temporary Price Change File. Use the Item Price Change window 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 the Eagle Browser. 2. Type IPC in the Launch bar and press J. The Item Price Change (IPC) window displays. Multi-store: In the Store field, select the appropriate store, or select All Stores. 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 6 <Display>. 58 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

65 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 ENTER. 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>. 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 them by running the Price Change Report (RPC) with option F based on the date effective. 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. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 59

66 Printing the Price Change Report (RPC) 1. Open the Eagle Browser. 2. Type RPC in the Launch bar and press J. The Price Change Report (RPC) window displays. If you have set up a Default Report Profile for this report, you can simply click 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. 3. On the Print Setup tab select S Spooler Only from the drop down menu. Leave the remaining items with the default settings. 4. On the Options tab, to finalize price changes in the Item Price Changes window, select option F. 5. On the From/To tab, 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. 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 on the Options tab. 6. The Code Selection tab choices are optional fields used to include or exclude groups of items. 60 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

67 7. If you selected Option A or B plus an Update Option on the Options tab, you must select the corresponding 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 tab. For example, if you selected Update Option 2, then you must fill in the PC Option 2 tab. For more information about PC Option 1-5, go to help and search on RPC. 8. Complete the fields on the Fax Setup tab if you are faxing this report. 9. Click 4 <Run> if you are running this report now, or click Queue if you are adding this report to a queue. For more information about creating queues, click here. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 61

68 Promotions Promotion data is electronically transmitted from Home Hardware to your store. Promotion data can include both Promotional Checklist Items records and promotion records. With the promotion data you can: Reduce the manual effort involved in capturing and using promotion data. Print a promotion report (Report RSAL) that combines promotion data with item stock information and history data. Automatically insert the Promotional Checklist Items/Line# and cost of promotion items when creating a purchase order in Function MPO. The following sections are included in this chapter: Promotion Data Overview Questions You May Have Setting Up to Receive Promotion Data About Promotion Data Receiving Promotion Data Reviewing Promotional Checklist Items Records Creating a Purchase Order Activating Promotion Prices If you need more information as you are working with promotion functions and reports, use online help. Promotion Data Overview The following is an overview of the promotion transmission process. Step 1 Receive promotion data (both Promotional Checklist Items records and promotion records) from Home Hardware with Function EFM. Step 2 If promotion records are received, review the Promotion Pricing Transmission Report. Step 3 If Promotional Checklist Items records are received review them in MPO. Edit as needed and transmit to Home Hardware. Step 4 Review promotion prices using MIP. Step 5 Start the promotion by running Report RUP, Option F. 62 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

69 Setting Up to Receive Promotion Data Complete the following procedures before you receive promotion data for the first time. You need to do the following: Make sure you have contacted Home Hardware and requested the appropriate COMFILE. Complete the EFM setup from Section 2. About Promotion Data You receive promotion data by using the Promotion Pricing Transmission tab options with the HOMEFM control stream in EFM. Promotion data can include the following two types of records: Checklist Items Deals/Checklists are added to MPO through a process known as Reverse PO. Checklists will be built directly as Purchase Orders and will have the Deal Number in the Alternate PO reference field Promotion records This is the periodic Promotional/Flyer data that is available from Home Hardware. Eagle uses MIP (Modify Item Promotions) as the facility to manage promotions. These are updated by RUP. Promotion data is transmitted according to a schedule created by Home Hardware. Generally, Promotional Checklist Items records (deals) are transmitted at the beginning of the month and promotion records (flyer) in the middle of the month. Receiving Promotion Data If you have completed the EFM setup section of this manual and have setup EFM in queue the receiving promotional data is easy. The promotional data will process overnight as defined by queue maintenance. All promotions and checklist data will update at that time. Checking the Transmission To determine if promotion data was received with EFM, check Function ASYMSG. The following is an example of the transmission log. This will tell you if Promotional Checklist Items or promotion records were received. TRHOME : 01/04/12 9:25:51 : BEGIN PROCESSING HOME HARDWARE FILE(S) ************* PROMOTION PRIC CHNGE DATE: 01/24/11 DEALER #: ST: 02/09/11 END: 02/19/11 DEAL #: CHECKLIST ID: NF9206 INVOICES DATE: 01/26/11 DEALER #: INV: UPC MAINTENANCE DATE: 01/26/11 DEALER #: FIRST TIME BUYS DATE: 01/26/11 DEALER #: ST: / / END: / / NEW ITEMS DATE: 01/26/11 DEALER #: ST: / / END: / / ITEM MASTER CHANGE DATE: 01/26/11 DEALER #: ST: / / END: / / WEEKLY PRICE CHANGE DATE: 01/26/11 DEALER #: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 63

70 INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: INVOICES DATE: 01/26/11 DEALER #: INV: BACKORDERS DATE: 01/26/11 DEALER #: TRHOME : 01/04/12 9:25:52 : ************************************************************ TRHOME : 01/04/12 9:25:52 : RECORDS RECEIVED: TRHOME : 01/04/12 9:25:52 : 1,866 FILE MAINTENANCE TRHOME : 01/04/12 9:25:52 : 81 ADD TRHOME : 01/04/12 9:25:52 : 1,727 CHANGE TRHOME : 01/04/12 9:25:52 : 58 FIRST TIME BUY TRHOME : 01/04/12 9:25:52 : 488 UPC MAINTENANCE TRHOME : 01/04/12 9:25:52 : 775 PRICE CHANGE TRHOME : 01/04/12 9:25:52 : 234 PROMOTION PRICE TRHOME : 01/04/12 9:25:52 : 653 INVOICE TRHOME : 01/04/12 9:25:52 : 151 BACKORDERED TRHOME : 01/04/12 9:25:52 : ************************************************************ TRHOME : 01/04/12 9:25:52 : END PROCESSING HOME HARDWARE FILE(S) ************* BTCTRAN : 01/04/12 9:25:52 : NUMBER OF IU LINES RECVD: 1,866 BTCTRAN : 01/04/12 9:25:52 : NUMBER OF UUH LINES RECVD: 488 BTCTRAN : 01/04/12 9:25:52 : NUMBER OF PC LINES RECVD: 775 BTCTRAN : 01/04/12 9:25:52 : NUMBER OF PM LINES RECVD: 234 BTCTRAN : 01/04/12 9:25:52 : NUMBER OF EXG LINES RECVD: 653 BTCTRAN : 01/04/12 9:25:52 : NUMBER OF BO LINES RECVD: 151 BTCTRAN : 01/04/12 9:25:52 : TRANSMISSION SUCCESSFUL Reviewing the Transmission Report If promotion records are received, a transmission report also prints. Review the Promotion Pricing Transmission Report (BTC) for information about the promotion items, including the start and end dates for the promotion and the promotion codes. The Promotion Pricing Report consists of the following sections: Items Not Added The promotion prices that the system did not add to the Promotion File print in this section. Promotions Added The promotion prices that the system added to the Promotion File print in this section. Totals The promotion dates and codes print in this section. 64 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

71 The following is an example of the Items Not Added section: PROMOTION PRICING TRANSMISSION REPORT FOR EAGLE 1 - HH EDI 5.1 ITEMS NOT ADDED OPTIONS: ZA 1/ 4/12 9:26:36 PG: 2 PRICE PROMOTION SECTION PROMO CURR PROMO CURR PROMO TRANS PROMO REASON SKU DESCRIPTION (FROM IMU) QOH QOO FOQ TYPE RETAIL PRICE REPL COST U/M GP% NOT ADD EA NOF EA NOF EA NOF EA NOF EA NOF GLOVES,RUBBER MED GP# 6PR/PK EA FREE GLOVES,RUBBER LRG GP# 6PR/PK EA FREE HNGRS,COAT PLASTIC GP# WHT 3PK EA FREE HNGRS,PLASTIC GP#WHITE 10PK EA FREE EA NOF EA NOF EA NOF EA NOF EA NOF EA NOF EA NOF EA NOF MEMBER ID : 69 # OF ITEMS NOT ADDED : 69 The following is an example of the Totals section: PROMOTION PRICING TRANSMISSION REPORT FOR EAGLE 1 - HH EDI 5.1 PROMOTIONS ADDED OPTIONS: ZA 1/ 4/12 9:26:36 PG: 6 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 FLTR, FURN PLTD 2PK 1X12X EA FLTR, FURN PLTD 2PK 1X14X EA FLTR, FURN PLTD 2PK 1X15X EA FLTR, FURN PLTD 2PK 1X16X EA FLTR, FURN PLTD 2PK 1X16X EA FLTR, FURN PLTD 2PK 1X16X EA FLTR, FURN PLTD 2PK 1X20X EA FLTR, FURN PLTD 2PK 1X20X EA FLTR, FURN PLTD 2PK 1X20X EA FAN,WOOD STOVE NKL ECOFAN EA FAN,WOOD STOVE GLD ECOFAN EA STOVE,WOOD EPA ESCAPE EA STOVE,WOOD EPA ESCAPE+LEGS EA ICE MELT,4/ROOF TABLETS 60PCS EA ICEMELT+TRACTIONAID NATURA 5KG EA SHOVEL,SNOW 14" FBGL DH EA SHOVEL,SNOW 18" FBGL DH EA SHVL, SNW CAR SLVR HH POLY 10IN EA RAKE,SNOW ROOF HH W/15' HNDL EA RAKE,SNOW ROOF PLY EA SCOOP,SNOW POLY HH 23" EA FOOD,DOG CHOW ADULT 18KG EA TOY,PET CALMNG MAT COZY # EA COVER,CAR SEAT PET HAMMOC EA OIL,CHAIN LIGHT 1L UNIVAL WINTE EA OIL,CHAIN LIGHT 4L UNIVAL WINTE EA OIL,SNOWM ADVANCE ML EA 9.36 MEMBER ID : 165 # OF ITEMS ADDED : 165 PROMOTION START & END DATES ID# START END TOTAL /09/12 2/19/ Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 65

72 The following is an example of the Totals section: PROMOTION PRICING TRANSMISSION REPORT FOR EAGLE 1 - HH EDI 5.1 PROMOTIONS ADDED OPTIONS: ZA 1/ 4/12 9:26:36 PG: 7 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 END OF REPORT FINAL TOTALS FROM HOME HARDWARE PRICE ITEM PROMOTIONS # OF ITEMS NOT ADDED : 69 # NOT ADDED (DUPLICATE) : 0 # OF ITEMS ADDED : # OF ITEMS RECEIVED : 234 The following table defines the fields on the Promotion Pricing Transmission Report. Field Definition ST... The store number. SKU... The SKU number for this item. Description... The item description from Function IMU. When the reason code is NOF (Not On File), the description does not print in the Items Not Added section. QOH... The quantity on hand from Function IMU. QOO... The quantity on order from Function IMU. FOQ... The future quantity on order from Function IMU. PROMO TYPE... The item s promotion code. In Function MIP, this code displays in the Promotion Type field. CURR RETAIL... The retail price from Function IMU. If the reason code is NOF, the current retail price does not print in the Items Not Added section. PROMO PRICE... The promotion price transmitted from Home Hardware. CURR REPL... The replacement cost from Function IMU. If the reason code is NOF, the current replacement cost does not print in the Items Not Added section. PROMO COST... The promotion cost transmitted from Home Hardware. This is the lower cost at which the item can be purchased from Home Hardware during the promotion ordering period. If necessary, the system converts this cost to represent the cost of an item s stocking unit. This cost is not added to the Promotion File. It prints on the report for your information. For example: If the cost transmitted is for a roll, then the system divides the cost by the order multiple. If you stock the roll item by the foot, the cost of a foot is used in the calculation. 66 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

73 PROMO GP%... The gross profit percent of the item while it is on promotion. The cost used in this calculation depends on the Cost Used In Calculations field in Function MIC. % OFF RETAIL... The percentage reduction in price based on retail price. REASON NOT ADD... NOF... Not On File; the item does not exist in Function IMU or MAP. NOF items print only when you use Option Z. If you want to keep prices for this item, change the field to Y. VDM... Vendor Doesn t Match; the primary vendor code for this item does not match the code you entered in Function EFM. The item is not added to the Promotion File, unless you use Option A. You can change the primary vendor in IMU, or use Option A to add items when the vendor codes do not match. KPN... Keep Prices No; the Keep Prices field is set to N (No) in Function IMU, Screen C. If you want to keep prices for the item, change the field to Y. FREE. For this promotion, the item is free when purchased with another item. In the Items Added section of the report, indicator codes may print. The codes give you additional information about a promotion item. The codes may include the following: An asterisk (*) indicates that the item also exists in Function MIP for another promotion with dates that overlap the start/end dates for this promotion. The asterisk prints at the end of the item detail line. You can make adjustments in Function MIP to ensure that the item is not on promotion at the same time as another promotion. A pound sign (#) indicates that the promotion price is higher than the retail price in Function IMU. The pound sign prints next to the promotion price. The letter D indicates that the item is discontinued (the Discontinued field is Y in Function IMU). The letter D prints at the end of the item detail line. For discontinued items, determine if you want the item on promotion. If you do want the item on promotion, check stock levels to determine if you have sufficient quantity on hand. If you don t want the item on promotion, delete the item from the promotion in Function MIP. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 67

74 Reviewing Promotional Items Modify Item Promotions (MIP) is the viewer that will hold all promotions for review. Items coming in from Home Hardware 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. 3. From here you can edit items within the downloaded file. 4. 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 that the Promo Type, Start/End dates, and Promotion Code is 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. 5. The night before the promotion begins, activate the promotion prices by running the Update Promotion Price Report (RUP) with option F. Typically this report is run as part of an end-of-day queue. 68 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

75 Reviewing Deals in MPO (Maintain Purchase Orders) Deal/Checklist POs will be created as a Future Order, update the Future Order quantity within Inventory Maintenance (IMU), and create a PO viewable in the Purchase and Receiving window (MPO). Information such as Deal/Checklist #, 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 at the Launch bar and press J. The Modify Purchase Order (MPO) window displays. 3. Find the deal by looking at the Alt. PO # field. It will contain the appropriate deal number assigned by Home Hardware. 4. (FOR EASIER REVIEW) Select the desired PO from the PO viewer by pressing 9 <View PO> and selecting column to view Alt PO. Once you find the desired PO press 4 <Select>. 5. Press! <Post>. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 69

76 6. Review and edit items in the PO. If you do not want to order a particular item cancel it by deleting it from the posting screen. See the next section for information about Optional items. NOTE The item will not actually be deleted in the transmission but will in fact send a 0 (zero) quantity to Home Hardware. Leave the item on the PO with a status of X. 7. Save changes and exit. Optional Items Optional items are those items that do not have a suggested order quantity associated with them in a checklist file. Identifying Optional Items Optional items are identified with an O in the Rejected Reason field. This field can be shown in the detail grid in MPO (shows as Reject Reason). This allows the details lines to be sorted and searched more easily. The suggested order quantity on these optional items defaults to 1 so that the PO totals are not significantly affected (although still affected slightly). Reviewing Optional Items To prevent optional items from being accidentally ordered when a PO containing them is added to the orders file to be uploaded to Home Hardware, the user must review the optional lines. There are 3 options for handling optional lines: 1. If the item is not wanted, delete the line. 2. If a quantity of 1 of the item is desired, remove the O from the Rejected Reason field 3. Change the Order Qty to a desired qty to order. In this case, there s no need to remove the O from the Rejected Reason field. If a PO is added to the transmission file and an optional line exists that has not been handled in 1 of the 3 methods above, the ASYLOG will contain a message as below and the transmission file will not be sent. OPTIONAL SKU IN P.O SKU= ON LN# 5. CHANGE ORDER QTY OR REMOVE 'O' FROM 'REJECT REASON' FIELD. See Appendix topic Edit a Checklist PO Reject Reason Code. In order to reduce the number of purchase orders created from Checklists that must be reviewed and managed, only those PO s that are associated with a National Flyer checklist will be created as a regular future PO. These are the only PO s that must be reviewed and sent back to HH with desired order quantities (as well as zero qty lines for items not wanted). All other PO s created from checklists are created as temporary future PO s and they can be reviewed and turned into regular PO s or deleted using existing Eagle functionality. On the EFMR report, the temporary PO s are identified as Temp P.O. Added (Optional Checklist) while regular PO s added for national flyer checklists have the standard P.O. Added To System 70 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

77 REVERSE P.O. REPORT FOR EAGLE 2 HOME HARDWARE EDI 5.1 9/04/ :12:32 PAGE: 1 P.O. # VENDOR TERMS ORDER DATE SHIP DATE DEAL# CHECKLIST NAME LN # ITEM DESCRIPTION OPT ORD QTY COST PROMO COST EXT COST STATUS HOME HARDWARE STORES LTD NET 09/04/ /11/ OCTOBER OPT. PAINT MINI TEMP P.O. ADDED (OPTIONAL CHECKLIST) HOLDER, TRAY PAINT PRO PNT ITEM ADDED TO P.O GLOVES PAINT LATEX GP# ITEM ADDED TO P.O. There s a new prompt on the Options tab of Purchasing Master File Print (RPP) that handles purging temp PO s created more than XXX days ago. Due Date Field on Future Purchase Orders Previously, the Due Date field on the purchase order header of future PO s was being set to the current date when the PO was created. Now the Early Release Date is used if available. If not available, then the Approximate Delivery and Checklist Year fields are used to approximate a date to put into Due Date. Reviewing Errors that Prevent Items from being added to P.O. s Some specific situations that were preventing items from being added to the reverse PO s generated from checklists have been resolved. One example is if an item like a roll of rope appears as an optional item in a checklist. This item will be added to the PO with an order qty of 1. However, the problem occurred because this rope item would be set up to require ordering in multiples of say 200 feet. Previously, this item would have been left off of the generated PO and would not have been available to review along with the other items from the checklist. Now the item will be added to the PO with the default order quantity of 1. However it will still require Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 71

78 changing the quantity to a valid number before submitting the PO. Other errors in item setup, etc. may still prevent some items from being added to the generated PO s. The error reporting has been improved to better highlight these errors so that the items may be manually corrected and/or added to the PO s for review and ordering. The individual item detail lines are identified in the EFMR report with descriptive messages indicating the error that occurred and a line has been added to the summary section at the bottom of the report to highlight the number of errors that occurred (if any). Activating Promotion Prices You activate promotion records received from Home Hardware 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 Home Hardware 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. 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 with a P in the Inventory Maintenance Codes tab. 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 at the Launch bar and press J. The Update Promotion Price Report window displays. You can also select the Reports menu Inventory Reports Update Promotion Price Report (RUP). If you have set up a Default Report Profile for this report, you can simply press 4 <Run> to use the defaults. Or, you can retrieve a saved report, make any necessary changes, and press 4 <Run>. Otherwise, continue with the next step. 3. On the Print Setup tab, review the default entries in the fields and make changes if needed. 4. On the Options tab, click the box to the left of 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. 72 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

79 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. 6. Press 4 <Run> and then exit if you are running this report manually. NOTE When reviewing the transmission report generated from EFM BTC you may note that the word FREE appears in the Reason Not Added section. In Home Hardware 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. See the preceding section Reviewing the Transmission Report, Items Not Added example. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 73

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81 Appendix Print a List of Discontinued Items 1. Open Eagle Browser. 2. Type IMU at the Launch bar and press J. The Inventory Maintenance window displays. Display any SKU (it doesn't matter which one). Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 75

82 3. Press C+G or click the Go To button in the main menu bar. The Go To a Related Application window displays. 4. Press B or click the B button in the main menu bar. The Viewer opens to the Inventory Changes By SKU window. 76 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

83 5. Click the by Date hyperlink 6. Enter the desired date in the Start and Ending fields, or enter a range of dates. 7. Choose Discontinued in the Fields drop-down. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 77

84 8. Press + on the keypad or click the Refresh button in the main menu bar. 9. Review the results on-screen, print or export as desired. 78 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

85 Edit a Checklist PO Reject Reason Code 1. Open Eagle Browser. 2. Type PO at the Launch bar and press J. The Purchasing & Receiving window displays. Enter the desired PO number. 3. Press! or click the Posting button in the main menu bar. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 79

86 4. Press - on the keypad or click the Misc button in the main menu bar. Press 2 or click the 2 button (Access additional item information). 80 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015

87 5. The following screen appears. Enter the catalogue number of the item to be changed and press J. 6. The following window appears. Click the Cancel button. Revised: May 28, 2015 Home Hardware 5.1 Dial-up Telecom Users Guide 81

88 7. You can now edit the Rejected Reason code: 8. Press 5 or click Action Change to save the change. You can skip step 4 and just click the Flip button on the menu instead of clicking the Misc button and selecting option 2. The difference with doing it that way is that you have to highlight the line to be changed before clicking Flip, which would be much faster on a PO with few items. On a PO with many items, it s faster to click Misc, select #2 and enter the desired catalogue number. 82 Home Hardware 5.1 Dial-up Telecom Users Guide Revised: May 28, 2015