What's New on Release 21.2

Transcription

1 Welcme t Eagle fr the Aftermarket Release 21.2 (server Level 33). This dcument summarizes the new features and enhancements. Use the red links belw t take yu t a particular sectin f this dcument (POS enhancements, Inventry enhancements, etc.). Headline Enhancements Windws POS Enhancements Windws Inventry Enhancements Windws Purchasing & Receiving Enhancements Windws Accunts Receivable Enhancements Windws Accunts Payable Enhancements Windws Advanced Receiving Enhancements Windws Security Enhancements Headline Enhancements Pricing Stre (aka Phantm). As an independent aut parts stre, yu need a way t decrease the size f yur inventry file while maintaining the ability t qute a custmer their cst fr items yu dn t stck. With Pricing Stre (aka Phantm), the system lks in a Pricing Stre if the part is nt fund in the actual stre. Since the Pricing Stre can be an active stre, the infrmatin returned is nn-stre specific data. If yu sell the part in POS, the part is added int the current stre s inventry. Yu can exclude the item frm being added t a certain regin f stres, r t all stres. This feature makes running yur business easier because yu can: Handle upcming price changes in ne place Utilize reginal pricing Clerks get accurate prices fr parts nt in file in the lcked-in stre, even in LaserCat ACnneX has access t Pricing Stre infrmatin, and therefre can check availability in ther stres Epicr Sftware Crpratin. All rights reserved. Epicr, the Epicr stylized lg design, 1 and Epicr Purely Retail are registered trademarks f Epicr Sftware Crpratin. All ther trademarks are prperty f their respective wners.

2 Visin Pricing (w/upc). With this feature, infrmatin frm Visin (r frm any ther PartSurce-frmatted pricing file) updates yur Eagle system with pricing, descriptins, and ther inventry infrmatin fr the fields nrmally handled by TelePricing. This feature als updates Bar Cde infrmatin fr up t five bar cdes per item. New files are transferred t the Eagle and yu receive an alert t infrm yu that there are new Visin Pricing files t prcess. Yu can view the Visin Pricing files n-screen, and then decide if yu want t prcess a file r delete it. When prcessing a file, yu can use pricing regins t avid string and maintaining all parts in all stres. Yu can als: allw PartSurce-frmat item changes/adds select direct r price frmula n Add-t-Inventry update UPCs update inventry prices update prices frm Telepricing, UniBible, etc Range / Step Pricing. This new feature allws yu t have different levels f matrix pricing based n a range f csts. Fr example, yu may want Price 4 t be 10 % ver Cst fr parts with a cst between $0.00 and $5.00 and 8% ver Cst fr parts with a cst between $5.01 and $ Warehuse Inquiry in LaserCat. Warehuse Inquiry, which allws yu t check a vendr's system fr price and availability f parts nt stcked in yur business is nw available frm within the LaserCat screen when using the Stre Availability feature with LaserCat. Set new ptins 9665 and 2728 t Yes. Yu supply Epicr with a list f vendr systems yu want t check, and yu indicate these vendr systems t autmatically check within LaserCat by updating the Vendr Transmissin Recrd. The Supplier field must match the MCL Supplier. LaserCat uses the MCL Supplier t determine which lines t shw in LaserCat and the rder in which they display. It als allws yu t map yur Eagle line t a matching LaserCat Line. Fr example, if the LaserCat is ging t display an AC/DELCO part in line AC but the Eagle is using ACD as the line cde, yu can create a mapping s that LaserCat checks the crrect Eagle line cde. Electrnic UniBible. The existing OSPREY utility called UNIBIBLE has been changed t allw yu t btain the data directly frm the UniSelect ftp site rather than using a CD. RF Picking. This is a new applicatin that adds t the Eagle Mbile family f prgrams, allwing yu t pick rders created at POS that have nt been inviced. The applicatin tracks quantities picked and the last user t pick the rder. Cnveniently, yu can scan a barcde n the printed rder t retrieve it, and yu can pick items in either part number sequence r zne-bin (i.e., lcatin) sequence. Yu can release the rder frm the pick prcess s it can be picked by thers, run a reprt, r display items in a viewer t review items that have been partially picked (i.e., pick exceptin reprt), and with the prper security yu can invice the picked rder frm the RF gun. Red Hat 6 (perfrmance) fr newly released servers Cmpass 9.1 Cmpass Analytics Enhancements

3 Saved Queries, Pages, and Layuts can nw be rganized int flders. Vendr Cde and Vendr Name are nw mapped t the GL Transactins Cube. New fields have been added t Advanced Receiving tables, AP Tables, Vendr, IDR, and PO Tables. New Tables added t Cmpass Analytics: Driver s License Returns Validatin Custmer Departmental Sales Histry Enhancement t the Order Detail Cube t include Purchase Order Header infrmatin Windws POS Enhancements Backrders n transfers. This feature is useful if yu use transfers t keep track f merchandise as if it is n backrder. When yu change the transfer status t S (shipped), the available quantity is shipped. When yu change the transfer status t C (cmplete) and backrders exist, the system creates a new transfer t which the backrdered items are mved. The riginal transfer is updated t reference the new transfer. If an item n the new transfer is nt linked t a PO, the quantity n backrder mves t the quantity field. If the backrder is linked, then the quantity remains n backrder. This feature requires ptin 8641 Allw quantity t be backrdered n transfers," ptin 76 "Custmer Order Management," and ptin 110 "Display Backrder Prmpt" all be set t Y. Als refer t ptin 5158 "Prmpt fr backrder when reducing the quantity n rder r s/" and ptin 5458 "Autmatically place backrders n Buyer's List." Debit with cash back. Yu nw have the ptin f pening the cash drawer n all debit transactins, r nly when a custmer requests cash back. In the Alternate Tender setup, set the "Open Cash Drawer" field t N if yu want the drawer t pen nly when there is cash back. Cash drawer lcking fr imprved till management. The purpse f this enhancement is t prvide a "sft lck" fr cash drawers in rder t greatly reduce r eliminate the need fr using a physical key t cntrl access t the drawers. With this new capability, when a clerk signs n t a POS statin, the cash drawer will be "lcked" r assigned t them, and they are the nly user wh can access and use that drawer until they "release" it. When they g n break, they simply lg ut f POS--they n lnger need t remve their till r lck the drawer. Anther clerk can sign n and use that statin as lng as there is a secnd cash drawer available. With prper security, anther clerk can use the statin fr nn-cash transactins, and managers can access a clerk s lcked drawer. T use this feature, yu must set ptin 9905 t Yes, and als set ptins 9904 and 9906 t the desired settings. Nte: This enhancement assumes cash drawers are kept by clerk (ptin 5419 set t by clerk ). Althugh it is nt a requirement, it is highly recmmended that this feature be used in cnjunctin with the Cash Drawer Balancing feature (ptin 38 set t Y)

4 Imprved methd f string archived signatures in Signature Capture. Nw signatures are archived based n their placement n the actual receipt, and include the verbiage that displayed n the signature pad when the custmer signed.this means that if tw peple make a purchase and they each use their wn credit card t pay their part f the purchase, each f thse tw signatures are archived. Prir t this change, transactins that had multiple signatures were archived with nly the last captured signature and were displayed with that last signature in all f the signature lcatins n the receipt. New terminal-based ptin 340 Override MIV "Return t Clerk?" setting which is an ptinal replacement ptin fr the stre-based ptin 340 Return t Clerk? (Y/N/T). Use the riginal ptin t indicate hw the majrity f the terminals in that stre shuld behave in regards t returning t the Clerk field n the Psting screen after each transactin. Then use this new ptin t indicate specific terminals within that stre yu want t behave differently. New ptin 9805 Dynamic Prmtins Apply DP pricing when layaway is created. This ptin determines when the Dynamic Prmtin (DP) pricing is applied t a layaway. When this ptin is set t Yes, and a new layaway is created, the DP prmtins active at that time are applied. Once the new layaway has been saved, adding an item, changing an item s quantity, r deleting an item will nt cause DP pricing t be re-applied (nr will a Reprice (F3) f the layaway). Nte: with this ptin set t Y, if yu want t apply the mst recent DP pricing t a layaway, yu must refund any depsit and then delete the layaway. When this ptin is set t N, the layaway des nt reflect DP prmtins until yu take the final payment, and at that pint the DP prmtins that are active are applied. Enter back ffice ntes fr payments in POS Received n Accunt. T add a nte, begin an ROA transactin in POS, enter the payment amunt, and then press the new A/R Nte (F3) buttn t begin typing yur nte/message. The ntes d nt appear in the POS grid, they cannt be mdified in POS, and they dn't print n the receipt. These ntes are intended t be internal, and appear in the A/R Nte clumn in back ffice ROA, and als in the A/R Transactin Viewer. Nte: Fr Balance Frward and Revlving accunts, psting multiple payment amunts fr the same accunt in the same ROA appends the ntes int ne. Fr example, yu pst a payment fr and click A/R Nte (F3) t enter "TEST111." On the same POS ROA, yu pst a payment f and use A/R Nte (F3) t enter TEST222. Once the ROA has been cmpleted and yu view it in backffice ROA and click the A/R Nte link, the nte displays as TEST111 TEST222. Track in-stre gift cards and clud-based gift cards separately in G/L. T d this, frm the Eagle Brwser g int GLSET, filter n the Type clumn fr "Gift" and enter the GL Accunt yu want t use fr tracking the issuance and redemptin f in-stre gift cards. Be sure yu are using tw separate SKUs t sell these gift cards and that each f them has a department that represents the apprpriate GL accunt. New clumns in the Open Orders Viewer. They include Special Instructins 1, Special Instructins 2, and Cst Backrdered (the ttal cst f all backrdered quantities). New ptin 3521 Default answer fr 'display custmer pen rders?' prmpt. This ptin nly applies when ptin 3513 Check fr custmer's pen rders r qutes at start f new transactin" is set t any value besides N. Yu can set new ptin 3521 t ne f the

5 fllwing settings: N display the prmpt and default answer t N; Yes display the prmpt and default answer t Yes; r Prceed d nt ask, but if the custmer has pen rders, immediately display the list f them. New ptin 9134 Shuld the MSU dialg display when item's UPC is scanned? This ptin nly applies when ptin 9133 Increment psting quantity by UPC package quantity? is set t Yes AND shuld nly be used if yu have accurate package quantities entered n their UPCs. The benefit f this ptin is that fr the majrity f transactins, everything psts autmatically fr its respective package quantity as it is scanned, limiting interactin with the clerk s they dn't have t d anything ther than scan the prducts in at POS. The nly manual interventin is n thse items that have t be manually entered r lked up. Therefre, MSUs becme just a safety net t guide the cashier t crrectly sell the apprpriate quantity nly if a transactin were t arise where cashiers didn t have a UPC t scan r enter manually. Optin 5430 "Smart POS item lkup by SKU, UPC, Mfg Part #" must be set t Y r M t if yu want t set this ptin t Y r P. Set this ptin t Yes if yu always want the MSU dialg t display, set t N if yu dn't want the MSU dialg t display when the item is scanned (regardless f what the UPC s package quantity is), r set t P if yu want the MSU dialg t display when the item is scanned but nly if the UPC s package quantity is 1. Nte: If the item is being psted by anther means (like manually entering the item r selecting frm the viewer), then the MSU dialg displays because this ptin nly applies when scanning. Ntes: 1. Even thugh the MSU dialg desn't display, the pricing factr (r specific price) fr the unit whse quantity factr matches the UPC s package quantity is still applied. 2. This ptin des nt apply when psting the item by entering the UPC and pressing Ctrl U. POS signn nw allws yu t change yur passwrd. This enhancement is cntrlled by new ptin 556 Allw Change Passwrd functin in POS Signn. The clerk must have security bit 41 "Allw passwrd t be changed within Signn applicatin. This feature was specifically designed fr clerks wh nly use POS, and therefre d nt have a way t change their passwrd r t receive " passwrd expiring" warnings if they user high security passwrds. When yu set up this feature, the POS Signn dialg has a Change Passwrd buttn, includes a warning fr high security passwrd users if their passwrd will expire within 10 days, and autmatically prmpts the clerk t change their passwrd if it will expire within 5 days. Nte: Changing yur passwrd is nt supprted in Offline POS. QuickRecall enhancements. Miscellaneus Menu ptin A Change Ref/PO# has been changed t Change Invice Inf and has the enhancements described belw. Additinally, access t this menu ptin is nw available if either bit 741 Ability t change Custmer PO# r Reference n QuickRecall dcuments r new bit 1042 Ability t change MOI Dc Date and Due Date in QuickRecall is set t Yes. The new fields Dc Date and Due Date can be changed in this dialg if the user has security bit The dates are changed in Open Item Maintenance (MOI) nly the riginal date n the QuickRecall transactin des nt change. The new ptin 9898 Shuld changing Reference and/r PO # in QuickRecall update MOI can be set t B Bth QuickRecall and MOI Reference t have the system update these fields in QuickRecall and als update the MOI Reference based upn the setting in Optin 330 Pint f Sale Reference Pririty. Prir t this

6 enhancement, changing the Reference r Custmer PO nly updated these fields in the QuickRecall dcument. Yu can nw use Misc Menu A t change these fields n multiple selected rws instead f nly the highlighted dcument. New ptin 9897 Revisins t Dc Date and Due Date in MOI appear n Invice Reprints. If this ptin is set t Y, then when an invice is reprinted, faxed, r ed frm QuickRecall, r printed with the statement as a tiled invice, the system prints the Dc Date and Due Date as they were at the time the invice was created. If set t N, the system prints the revised date. Nte: This ptin des nt apply t reprints frm the Dcument Archive, nr t the Image hyperlink in QuickRecall, because these print an image f the actual riginal transactin, and therefre always prints the dates as they were at the time the invice was printed. invices frm POS. When yu press "Select" in QuickRecall, r select "Reprint, View, r Fax Invice" frm the POS Header r Psting menu, yu nw have the ability t an invice. Set ptin 5784 inet POS invices n system t Y. T the dcument, click , fill in the Send Invice dialg, and click OK. Change infrmatin n inviced Orders/Special Orders. The Inviced Orders/Special Orders Viewer has the new Misc Menu chice Change Invice Inf which has the same functinality as it des in QuickRecall (see QuickRecall enhancements, abve) Print cnslidated archived invices r rders/special rders. Bth QuickRecall and the Inviced Orders/Special Orders Viewer have the new Misc Menu chice P Print checked invices as ne dcument. This selectin allws yu t place a check mark by multiple invices and/r credit mems and print them ut as a single cnslidated invice. In QuickRecall, the selected dcuments must all be fr the same custmer/jb, and the dcument type n all must be either invice r credit mem, r they can all be transfers. In the Inviced Orders/Special Orders Viewer, the selected dcuments must all be fr the same custmer/jb and all frm the same rder number. Unlike the Reprint capability using the Select buttn in these viewers, using the Misc Menu t print the invice des nt require initiating the viewer frm within POS. Using this capability requires ptin 3350 Eagle Fr Windws Dcument Imaging n system, security bit 1043 Ability t print multiple invices as ne single invice, and use f an Enhanced Frm. Reprt QRPRINT has the new Optin C Charge transactins nly. This new reprt ptin prints invices and/r credit mems frm QuickRecall which were tendered fully r partially by in-stre Charge. Finished Gds enhancement. Yu can nw pst a Bill f Materials (BOM) t an rder, save it, recall and mdify it as many times as necessary, and then nce all cmpnents, csts, and pricing are settled, turn it int a wrk-in-prcess finished gds item that will be made. This gives flexibility t pst sme f the cmpnents and have them cmmitted while deciding upn r waiting fr the remaining cmpnents. This feature als applies t allwing fr additinal cmpnents t be pulled and added t the BOM; nce all cmpnents have been psted within the BOM and priced crrectly, the BOM item can be marked as a

7 finished gd awaiting cmpletin f the new Finished Prduct. Nte that nested BOM s are nt supprted with this feature. Prir t this enhancement, the nly way t create a Finished Gds BOM was t create the BOM and immediately turn that BOM int a finished gds item. Nw yu have the means t build an initial BOM, make mdificatins t it, and then nce satisfied, designate it as a wrk-in-prcess finished gds item. Nte: The menu chices fr Finished Gds have been changed t make them clearer. The BOM Misc ptin 1 has been re-labeled as "Pst as Wrk-in Prcess Finished Gds," and the POS psting menu ptin B has been re-labeled as "Pst as Cmpleted Finished Gds. N Charge items nw print n Price Exceptin Reprt (RPE). An RPE run with n ptins will print bth Autmatic and Manually-psted N Charge items. An RPE run with ptin B "Items sld at lwer price," r G "GP Variance items," r O "Manual Overridden Prices" will print nly the Manual psted N Charge items. "Autmatic" means that the "Sell at N Charge" field is set t Y in Inventry Maintenance, and "Manual" means the item is sld in POS using psting menu ptin 4 t sell it at N Charge. Require lyalty gift card number when adding accunts in POS. There is a new chice, G=Lyalty Gift Card Number, fr existing ptin 9129 Require specific fields when adding accunt using POS Custmer QuickAdd. Nte: ptin 1182 "Lyalty Prgram" must be set t smething ther than Nne, D It Best (D), r Ace Rewards (Y). New chice, R=Sales Rep, fr existing ptin 9787 Required fields fr POS Header. Nte: The Sales Rep field appears in the POS header screen when ptin 9299 Shw Sales Rep field in POS is set t Y. Require Sales Rep when adding accunts in POS. Existing ptin 9130 Additinal fields t include in POS Custmer QuickAdd has a new chice, 9-Sales Rep. With this selectin, the Sales Rep drp-dwn list displays in the "Additinal fields" dialg f Custmer QuickAdd and defaults t the Sales Rep f the template custmer. Additinally, if yu want Sales Rep t be a required field when adding a new custmer, select the new chice f R-Sales Rep in existing ptin 9129 Require specific fields when adding accunt using POS Custmer QuickAdd. Nte: "Sales Rep" nly applies when ptin 9299 "Shw Sales Rep field in POS" is set t Y. Windws Inventry Enhancements Inventry Viewer enhancements. New ptin 8618 Display item's extended descriptin in the Inventry Viewer? This ptin nly applies when ptin 8287 "Display the Inventry Viewer in expanded frmat?" is set t either Yes, H-Hardware/Hme Center (HWHC), r S-Flexible Attributes, Style/Clr/Size. Set this ptin t Yes if yu want the system t fill in the new Extended Desc clumn f the Inventry Viewer (this clumn is initially hidden). It will be ppulated with the first 50 characters f the item's Nte Type 2 r Type 4 (if Type 2 is blank). Nte that setting this ptin t Yes can affect hw lng it takes the Inventry Viewer t lad data. If yu find that lading the viewer is taking t lng, imprvement may result by setting this ptin t N. Nte: This new Extended Descriptin clumn is nt available in the High Perfrmance Inventry Viewer

8 In the item Display dialg f the Inventry Viewer, there is a new Ntes buttn, which displays that item s Nte Type 2, r displays Type 4 if Type 2 is blank. The Inventry Viewer nw supprts the ability t "Imprt frm an Item List" (requires ptin 9585 Inventry Item Lists Enabled ). Yu access this feature under the Misc Menu s "Custm Part List" submenu. The Stre field in the Inventry Viewer must be set t a specific stre befre yu use "Imprt frm Item List." If the Item List cntains quantity, that quantity is placed in the Inventry Viewer's Psting Quantity clumn. Multiple Selling Unit enhancements. The ability t add/change/delete an MSU Cde frm the Inventry Maintenance Cdes tab nw requires existing security bit 86 Add/Change/Delete quantity breaks r MSU Cdes. If existing ptin 3030 "Allw quantity breaks fr nn-discuntable items" is set t Yes, then when an item is nn-discuntable, the system nw allws assigning an MSU Cde that cntains a unit that has a Price Factr f less than 1. If ptin 330 is set t N, adding that MSU Cde t the nn-discuntable item is nt allwed. Windws Purchasing & Receiving Enhancements New clumns in the PO Viewer. Billing Stre Freight Plicy Cst Discunt Cde (relevant nly t Buyer s Purchasing users) Item Discunt Cde (relevant nly t Buyer s Purchasing users) Terms Terms Discunt Estimated Payment Date (relevant nly t Buyer s Purchasing users) Estimated Payment Date Lcked? (relevant nly t Buyer s Purchasing users) Estimated Discunt Date (relevant nly t Buyer s Purchasing users) Estimated Payment Date Lcked? (relevant nly t Buyer s Purchasing users) New ptin 9903 Reprt Parameters t refresh n queued RSO. If yu use the Suggested Order Reprt (RSO) t generate suggested rders, this ptin allws yu t update a vendr s rdering parameters in Vendr Maintenance (MVR) and have thse new values autmatically changed in that vendr s queued RSO. This new ptin will hnr the current value f any f the fllwing vendr fields : 1) Ship Via, 2) Freight Plicy, 3) Backrder, 4)

9 Buyer s ID, and 5) Terms. Place a check mark next t each field in this list where yu want the system t use the current value that exists in MVR at the time the reprt runs. New Sales Histry Summary Viewer. This new viewer is nly available t custmers that have fur years f sales histry (ptin 9456 "Keep fur (4) years item sales and prm histry" has been set t Y by an Epicr representative). Previusly, the nly way t view this infrmatin was with Cmpass r Purchase Order Wrksheet (POW). This viewer is available frm the Inventry Viewer by clicking the Summary (F7). This new viewer can display a given item and the ttal f the item s sales histry fr a single stre, all stres, r a stre grup. The view includes ttals fr quantity n hand, quantity n rder, cmmitted quantity, and future quantity n rder, as well as prviding ttals fr regular and prmtinal sales cmbined, regular sales units, and prmtinal sales units and markdwn sales units fr each perid frm the last fur years. Windws Accunts Receivable Enhancements A/R Statement Reprt (RSM) has the new field Disc Date Frm / / t / /. Use this date range t indicate which invices t include in the statement s prmpt payment Discunt. The amunt f the discunt printed n the statement will nly be fr thse invices with dcument dates within this date range. This enhancement allws fr running a midmnth statement n accunts t increase cash flw by encuraging custmers t pay early. Fr example yu have an accunt with a clse date f end f mnth (EM), and as such, July transactins are psted with a due date f 8/31. A mid-mnth statement run n the 16th f the mnth with bth the Start and Clsing date range and Discunt Date range set t 7/1 thru 7/15 will print a discunt amunt based n the dcuments in that range. At mnth end fr these custmers yu nly want t accumulate and print the statement discunt amunt fr thse transactins psted after the mid-mnth run; t d this, run the statement with a start and clsing date f 7/01-7/31 fr the full mnth, and use the discunt date range t cntrl the discunt amunt printed t nly include thse discunts fr dcuments dated frm 7/16-7/31, thus nly allwing a prmpt payment discunt fr the transactins psted after the mid-mnth run fr these custmers. If this date range is blank, then the discunt amunt is based n all invices with dcument dates within the RSM s Start and Clsing Dates. Nte the fllwing abut this feature:: If ptin 3577 Statement discunt calculatin always includes credit dcuments is set t Y, the statement discunt will include all credits, regardless f the discunt dates used. This enhancement applies t Open Item and Balance Frward. Als statements nly print the discunt amunt fr custmers with date based terms, nt day- based terms. Disc Date Frm cannt be less than the Statement Start Date Disc Date T cannt be greater than the Statement Clsing Date

10 Yu can nly enter ne date, frm r t, as lng as ne is entered. The blank date defaults t the Statement Start date fr the Disc Date Frm and the Statement Clsing Date fr the Disc Date T The discunt line prints when the CURRENT + FUTURE bucket ttals are greater than the Discunt Cutff amunt entered. Leaving bth the Frm/T Disc Date range blank wrks the same as it did prir t this change, where the discunt line nly prints if there was an amunt in the CURRENT bucket and that amunt is greater than the Discunt Cutff amunt. Bank Recnciliatin (BRV) enhancement. Yu can nw flag transactins as Pending when yu knw they have cleared yur checking accunt. This makes the final end f perid bank accunt balancing much quicker. T d this, use the new Status field f Pending in the <Add> and <Change> transactin dialgs in BRV. T update many rws at the same time, yu can place a check mark in each rw that yu want t set the status n,and select the ptin t "Set checked Transactins t Pending. Previusly, when yu used bank recnciliatin, yu culd nt mark items as pending. This new methd allws yu t lk at what has cleared the bank and flag them as pending withut validating the last statement balance and entering in a new statement balance. Yu can flag cleared items as pending thrughut the mnth. Then at the pint that yu receive their bank statement, enter the ending balance frm the statement, add any bank charges that are nt already psted, check any additinal items frm the statement that were nt previusly selected, and recncile them. Windws Accunts Payable Enhancements New Clumn in View Psted A/P Transactins (AVIQ). The User ID clumn has been added t AVIQ. This clumn lists the user wh last updated the dcument befre it was psted. Autmatically cancel a vucher when viding a psted A/P Check. The Viding Checks windw (APPM) has a new clumn called Aut Cancel? which is initially hidden, but can be selected and saved as part f yur default view. After viding a psted check, the invices that the check had riginally paid display in the grid. Fr each invice yu want the system t cancel, set the Aut Cancel? field t Y. Leave Aut Cancel? blank (r N) n thse invices yu d nt want t cancel; yu can select and pay them again. When the Pst Vid A/P Check (RPCM) reprt runs, the system creates a cancellatin vucher fr each invice that had a Y entered in the Aut Cancel? clumn. Once the Pst A/P Transactins (RATJ) reprt runs, the riginal vucher and cancellatin vucher are cmpletely remved frm the system. Nte: Invices with debit and/r credit mems applied t them (as well as the debit and credit mems themselves) cannt be autmatically cancelled. Accunts Payable Dated Billing is nw available. This feature allws yu t add an invice and set up a schedule f payments (installments) that ccur ver a defined length f time, and which may include a grace perid befre the first payment is even due. Fr example, yu are switching a line f prducts ver frm ne vendr t anther. Yu wrk ut an agreement with the new vendr that if yu place an initial rder f $50,000, they agree t

11 payments f $800 per mnth. Fr mre infrmatin abut this feature, call Epicr Direct at If yu purchase this feature, an Epicr representative will activate it by setting ptin 9895 Accunts Payable Dated Billings / Installments Allwed t Y. Three new reprt selectins fr the Print Transactin Edit List (RATL). Print Temprary Vuchers Only? when set t Yes, the reprt nly prints vuchers where the Transactin Type = T fr Temprary. Regular, Adjustment, Debit, Credit and Cancellatin vuchers d nt print. Print Adjustment Vuchers Only? when set t Yes, the reprt nly prints vuchers where the Transactin Type = A fr Adjustment. Regular, Temprary, Debit, Credit and Cancellatin vuchers d nt print. Print Out f Balance Vuchers Only? when set t Yes, the reprt prints vuchers where the vucher is nt fully distributed, r if the Invice Ttal des nt equal the Amunt Distributed. Advanced Receiving Enhancements New ptin 9794 Default MRV cst t IMU replacement cst? This ptin applies when using <Add> t add an item t a receiving dcument that was nt n the riginal PO. Set this ptin t Yes if yu want the cst f the item being added t default t the current replacement cst frm Inventry Maintenance (IMU), which the emplyee receiving the rder in MRV can accept r change. Otherwise, set this ptin t N t default the Cst t.00, which frces the emplyee receiving the rder in MRV t manually enter the cst n this new receipt. Enhancement in New A/P Transactins (ATMU) fr Advanced Receiving users. The PO Number label is nw a hyperlink which launches MRV when clicked, carrying in the PO number and displaying the receipt(s) fr that PO. Enhancement t the Receiving Dcuments Viewer (VIEWRV). Use this viewer s new Misc Menu chice A Prrate freight t checkbxed rws t prrate freight r ther charges acrss multiple purchase rders. First refresh the grid, s that it includes the desired receipts, and then place a checkmark next t thse t which the freight bill indicates it applies. Once all f the receipts have been checked, click the Misc Menu and select A. If the freight charge is fr a third-party vendr, enter bth that vendr and the ttal freight amunt in this dialg. The freight amunt is prrated t the selected receipts and psted t each ne, alng with the vendr in the Other Charges table. If the freight charge is t be paid t the PO s vendr rather than a third-party freight vendr, enter just the ttal freight amunt in this dialg (leaving vendr blank). Enhancement t the AP Vucher windw in Advanced Receiving. In MRV, there is a new tlbar buttn <Vendr/F10> which launches Vendr Maintenance (MVR) fr the Remit-T Vendr that appears in the AP Vucher windw. Yu can nw see the Special Instructins directly n the screen in MRV. Yu n lnger have t press Misc Menu and select "Add/Change Special Instructin Nte" t view the "special

12 instructins." This feature is display-nly. Yu must still use Misc Menu ptin 4 t change them. New/Changed Security Bits Nte: The installatin f Level 33 n the Eagle server sets the fllwing new security bits t Yes, because they were added t cntrl functinality that existed n prir levels. The relevant bits are: 813, 995, 996, and 997. New bit 1028 View Dynamic Cupns cntrls access t new functin MDC (Maintain Dynamic Cupns). New bit 1029 Add/Change/Delete Dynamic Cupns cntrls the ability t add, change, and delete a cupn. New bit 1030 Ability t view MPO item nte. New bit 1031 Ability t add/change/delete MPO item nte. New bit 1032 Ability t use POS when all cash drawers are lcked by ther users. This bit gives users the ability t access and use POS n a statin even thugh there are n available cash drawers because each is already assigned "exclusive use" t anther user. In this situatin, if the user has this bit, they can select "Prceed withut using cash drawer" when they signn t that POS statin. This allws them t access POS as nrmal, except that the cash drawer will nt pen. Therefre, cmpleting a transactin invlving cash tender must be avided. One exceptin is the ability t pen and release the cash drawer fr anther user - refer t bit 1033 "Ability t release a lcked cash drawer" fr details. New bit 1033 Ability t release a lcked cash drawer. This bit allws yu t select and release a cash drawer lcked by anther user. In additin t this bit, the user must als have bit 1032 "'Ability t use POS when all cash drawers are lcked by ther users." T release a lcked cash drawer, d the fllwing: Signn t POS, and when prmpted, select "Prceed withut using cash drawer." Press N Sale and select chice 1 "Release cash drawer." This pens the drawer t remve the till and release the lck n that cash drawer. New bit 1034 Ability t use a lcked cash drawer. This bit cntrls the ability in POS signn t select and use a cash drawer lcked by anther user. A manager may need this ability if he r she peridically must Signn and d POS transactins (e.g., t keep checkut mving alng during a rush) and they d nt have their wn till. Als see related ptin 9906 "Which cash drawer is updated fr rving manager."

13 PC Recmmendatins If yu are buying a new system t run Eagle fr Windws, this system is expected t run the standard applicatins well fr several years. Yu must have Windws administrative rights t install and run Eagle applicatins n the PC. The fllwing are the minimum PC recmmendatins fr running Eagle fr the Aftermarket prgrams

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