Solar Eclipse Reporting. Release 9.0.3

Solar Eclipse Reporting Release 9.0.3

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Table of Contents Reporting in Solar Eclipse Overview... 1 Running the Hours Tracking Report... 2 Hours Tracking Report Data... 4 Report Options and Printing... 5 Using the Printer Button... 5 Using the Hold Button... 6 Using the Options Menu... 6 Selection and Additional Selection Menus... 7 About Report Hot Keys in Eterm... 7 Additional Selection Input Screen... 9 Commonly Used Reports... 10 Downloading Files With Windows Direct... 12 Hold Entry Details... 13 How the System Determines Printer Location for Hold Entry Files... 13 Viewing Reports... 14 Forwarding Reports... 17 Working with Reports... 18 Downloading Reports from Your Hold File... 19 Drilling Into Report Data... 21 Printing Reports from Hold Entry... 22 Purging Reports in Folders... 23 Uploading Files to Your Hold File... 24 Processing Uploaded Data... 25 Standard Processing Types... 25 How the System Saves Settings on Reports... 26 Report Column Selection and Layout Overview... 30 Modifying Column Layouts for Reports... 31 Rearranging Report Columns... 32 Running the Consolidated Invoice Report by Bill-To... 33 Running the Consolidated Invoice Report by Ship-To... 34 Running the Product Consolidated Invoices Report... 35 Running the Customer Sales Ranking Report... 37 Running the Customer Sales Rebates Report... 38 i

Table Of Contents Running the Customer Sales Comparison Report... 39 Running the Customer Sales Comparison by Period Report... 41 Running the Customer Price Comparison Report... 43 Running the Customer Shipment Statistics Report... 44 Running the Customer Points Report... 45 Running the Customer Points Statement Report... 46 Running the Customer Points by Price Line Report... 47 Running the Customer Service Stock Report... 48 Running the CRM Activity Report... 49 Inventory Reports Overview... 50 Inventory and Sales... 50 Inventory Valuation... 50 Gross Margin Return On Investment (GMROI)... 50 Inventory Valuation Report Guidelines... 51 Running the Inventory On Hand With No Sales Report... 52 Running the Layered Inventory Valuation Report... 55 LIFO Inventory Valuation Overview... 57 Pools... 57 Cost Basis... 57 Cost Comparison... 57 Inventory Valuation Process... 58 Defining LIFO Inventory Valuation Parameters... 59 Editing LIFO Product Information... 61 Running the LIFO Inventory Valuation Report... 63 Gross Margin Return On Investment (GMROI) Overview... 66 New Products and the GMROI Reports... 66 How the System Calculates Gross Margin Return On Investment (GMROI)... 67 Average On-hand Quantity... 67 Cost Basis... 67 Turnover of Inventory... 67 Gross Margin Return On Investment... 68 How the System Calculates Adjusted Margin... 69 Annualizing GMROI Data... 70 GMROI and Adjusted Margin Percent Example... 71 Explanation... 71 ii

Rel. 9.0.3 Solar Eclipse Reporting Illustration... 71 Running the Comparative GMROI Report... 73 Running the Consigned Inventory GMROI Report... 75 Consigned Inventory GMROI Report Data... 76 Running the Inventory GMROI Report... 77 Inventory GMROI Report Data... 79 Running the Inventory GMROI by Price Class Report... 80 Inventory GMROI by Price Class Report Data... 81 Running the Inventory GMROI by Sell Group Report... 82 Inventory GMROI by Sell Group Report Data... 83 Running the Open Orders Details Report... 84 Running the Order Change Log Report... 86 Product Sales Report... 87 Running the Product Summary & Comparison Report... 92 Running the Product Orders Report... 94 Running the Product Purchases Report... 96 Product Sales by Weight Report... 97 Generating Customer Product by Demand Index... 98 Running the Item Sales Report... 99 Running the Sales Bookings Report... 102 Running the Sales Margin Summary Report... 104 Running the Sales Statistics Report... 105 Sales Summary by Sales Source Report... 106 Sales Summary for Type and Source Report... 107 Running the Aged Receivables by Salesperson Report... 108 Commissions Report Overview... 110 Running the Report for Other Users... 110 Setting Up Sales Commissions... 110 Specifying Maximum Collection Days... 110 Setting Up the Commissions Report... 111 Control Maintenance Records... 111 Authorization Keys... 111 Assigning Salespeople on a Sales Order... 111 Setting Up Sales Commissions... 111 Specifying Maximum Collection Days... 111 iii

Table Of Contents Running the Commissions Report... 113 Charging Back Commissions... 114 Running the Gross Profit by Salesperson Report... 115 Running the Sales by Salesperson by Line or Product Report... 117 Running the Sales by Source by Writer Report... 118 Running the Salesperson Comparison Report... 119 Running the Comparative Sales Service Level Report... 120 Running the Order Service Level Report... 122 Running the Product Fill Rate Report... 125 Running the Vendor Service Level Report... 128 Running the Stock Availability Service Level Report... 131 What the Report Shows... 132 Running the Vendor Purchase Comparison Report... 133 Running the Branch Consignment Report... 134 Running the Picker Report... 135 Running the Jersey Jobber Credit Report... 136 Jersey Jobber Credit Group... 136 Creating the Report... 136 Prerequisite... 136 Running the New York Sales Tax Report... 138 New York Requirements... 138 How the Program Works... 138 Prerequisite... 138 Inquiring About Branch Summaries... 140 Reading the Inquiry Window... 140 Order Type and Information... 140 Accounts Receivable... 141 Accounts Payable... 141 Open Purchases... 142 Inventory Valuation... 142 Inquiring About Branch Sales... 143 Inquiring About Monthly Sales... 144 Inquiring About Monthly Sales Types... 145 Inquiring About Branch Manager Sales... 146 Inquiring About Salesperson Sales... 147 iv

Rel. 9.0.3 Solar Eclipse Reporting Inquiring About Sales Categories... 148 Inquiring About Customer Price Lines... 149 Inquiring About Price Line Sales... 150 Management Dashboard Queue Measurements... 151 Index... 157 v

Reporting in Solar Eclipse Overview Many businesses monitor company progress through the use of reports that give information about sales, purchases, inventory, service levels, and return on investment. These reports vary in size and structure. Use reports to evaluate how your business is running, how your costs are effected or change throughout a specified period, or how your employees are contributing to your business. You can run reports daily, weekly, monthly, quarterly, or annually. You can run any report when needed and you can schedule all the reports to run at specific times or you can schedule any report to run at a specific time using the Scheduler. For a list of commonly used month end reports, such as customer sales reports, product sales and summary reports, or salesperson reports, see Commonly Used Reports. For instructions about working with reports, see the following topics: Report Options and Printing Viewing Reports Modifying the Column Layout for a Report Working with Reports Downloading Reports Forwarding Reports Drilling Into Report Data Printing a Report from Hold Entry Processing Uploaded Data Downloading Files With Windows Direct Hold Entry Details 2017 Epicor Software Corporation. All rights reserved. 1

Running the Hours Tracking Report Rel. 9.0.3 Running the Hours Tracking Report Use the Hours Tracking Report to summarize hours recorded on trackers. The hours to include in the report are based on the following: Dates the hours were logged. Users who did the work. Codes identifying the type of work done. Entities for whom the work was done. To select data for the Hours Tracking Report: 1. From the Reports > End of Month Reports #2 menu, select Hours Tracking Report to display the Hours Tracking Report window. Note: If prompted, log on to the character-based system. 2. In the Start Date field, enter the first date in a range of dates for which to view hours worked. The system populates this field with today's date. This field supports variable dates. 3. In the End Date field, enter the last date in the range of dates for which to view hours worked. The system populates this field with today's date. This field supports variable dates. 4. In the User ID field, do one of the following: To run the report for one user, enter the user's login ID. To run the report for all users, leave the field blank. To run the report for multiple users, use the Users hot key to display the User IDs Selection screen. Enter the login ID for each user and press Esc. *Multi* displays in the User ID field. 5. In the Category field, do one of the following: To run the report for one tracker category, such as Application, enter the category name. To run the report for all tracker categories, leave the field blank. To run the report for multiple tracker categories, use the Categories hot key to display the Categories Selection screen. Enter the selected categories and press Esc. *Multi* displays in the Category field. 6. In the Work Area field, do one of the following: To run the report for one work area within the selected tracker category, enter the work area name. To run the report for all work areas within the selected tracker category, leave the field blank. To run the report for multiple work areas within the selected tracker category, use the W.Areas hot key to display the Work Areas Selection screen. Enter the work area names and press Esc. *Multi* displays in the Work Area field. 7. In the Sub Area field, do one of the following: To run the report for one subarea within the selected work area, enter the sub area name. 2 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting To run the report for all subareas within the selected work area, leave the field blank. To run the report for multiple sub areas within the selected work area, use the S.Areas hot key to display the Sub Areas Selection screen. Enter the sub area names and press Esc. *Multi* displays in the Sub Area field. 8. In the Task Code field, do one of the following: To run the report for one task code, enter the task performed, such as Research. To run the report for all task codes, leave the field blank. To run the report for multiple task codes, use the Codes hot key to display the Task Codes Selection screen. Enter the task code names and press Esc. *Multi* displays in the Task Code field. 9. In the Tracking # field, do one of the following: To run the report for one tracker, enter the tracker ID number. To run the report for all trackers, leave the field blank. To run the report for multiple trackers, use the Trackers hot key to display the Tracking Numbers Selection screen. Enter the tracker ID numbers and press Esc. *Multi* displays in the Tracking # field. 10. In the Sort by field, enter one of the following to indicate how to sort the information on the report. Click here for the options. Category by Work by Sub Date by User Entity by User by Task - This is the default. Task Code by User Tracker ID by User User by Date User by Task Code 11. In the Entity ID field, do one of the following: To run the report for the report only those trackers assigned to a designated customer or vendor, enter part of the entity's name. If a selection list displays, select the correct entity from the list and press Enter. To run the report for all entities, leave the field blank. To run the report for multiple entities, use the Ent hot key to display the Entities Selection screen. Enter the entity names and press Esc. *Multi* displays in the Entity ID field. 12. In the Detail/Summary/DetailPS field, indicate whether to print the report in detail, summary, or detail/problem/solution format. Detail - Lists the hours and header information from each tracker selected for inclusion in the report. It also prints subtotal lines for each Sort By option. This is the default value. Summary - Summarizes the hours on the trackers selected for the report and prints the subtotal lines for each Sort By option. 2017 Epicor Software Corporation. All rights reserved. 3

Running the Hours Tracking Report Rel. 9.0.3 DetailPS - Lists the hours, header information, problem description, and solution description from each tracker selected for inclusion in the report. It also prints subtotal lines for each Sort By option. 13. In the Show Quote (Y/N) field, type Y to include the quoted hours, along with the difference between the quoted hours and the total hours. The default is N. 14. Set options, if needed, and generate the report. Hours Tracking Report Data The Hours Tracking Report lists the following fields and columns of information: Field/Column User Name Date Description The name for whom you are tracking hours. The date on which the indicated tracker was worked. Note: If a user works on a tracker more than once in a day, the hours are combine into one line item on this report. Entity Name Tracker Category Work Area Sub Area Task Code Bill Hours UnBill Hours Total Hours The entity name listed on the tracker indicated, such as the company who entered the tracker. The tracker ID on which the user worked. The category, work area, and sub area listed on the tracker. The task code the user assigned to the time logged to the tracker, such as Document or Design. The hours, if any, that the user worked on billable tasks, such as Training. The hours, if any, that the user worked on non-billable tasks, such as Research. The total hours the user logged to the tracker whether billable or non-billable. 4 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting Report Options and Printing All report windows include Print and Hold buttons and the Options menu. You can also specify additional selection criteria for some reports by using the Selection and Additional Selection Menus. Note: If you are working in the character-based system, see About Report Hot Keys. Using the Printer Button Click the Printer button to use the default printer. This button displays and is accessible from several windows. Clicking this button from a report window sends the report automatically to the default printer. If you print more than one copy of any transaction, all copies after the first are labeled as "Reprint." You can access additional options to manage your reports through the Print Options window. From the File menu, select Print. To... select a printer to which to send the document. change the printing location of your document. Press F10 for a list of available printers to your user ID. The printer location is determined by user authorization and assignment first. Then the system checks if there is a ship ticket branch that is the same as the physical branch for the terminal ID. If you select a location that does not have any printers, the Printer field is set to None Configured and you need to select a different location, or configure printers at the selected location before continuing. e-mail the report or document to a user. fax the report or document to a user. adjust the number of pages you want to print print more than one copy of the report or document change the direction of the print on the paper from Landscape to Portrait. Landscape is the default. change the page dimensions. indicate if you want to print double-sided. Use this field or button... Printer Location Email Fax Start Page / End Page Copies Orientation Page Width / Page Length Duplexing Note: Your printer must support duplex printing. change the tray from which to print on the printer. delete the report or document from your hold file after printing. not use the form feed on the printer. enter multiple selections in the report field, such as vendors or customers. The button is available when the cursor is on a field that accepts multiple values. Tray/Path Purge After Print Suppress FormFeed Multi (Multiple) Note: This option is not always accessible. Reports that have the Multi option have a Multi button attached to the field. 2017 Epicor Software Corporation. All rights reserved. 5

Report Options and Printing Rel. 9.0.3 Using the Hold Button This option runs the report or procedure and sends it to the Hold File to await further action. Click the Hold button or from the File menu, select Hold. For more information, see Hold Entry Details. Using the Options Menu The following options are available on most reports: Option Schedule Forward User Defined Heading Windows Direct FTP Reporting Server Column Template Selection Thread Work Load Description Displays the Phantom Scheduler window, where you schedule the running of a report or procedure. Displays the Forward To window where you forward the report to other users. Important: You are not forwarding the user a copy of the report. You are adding the user to the forward list. Eclipse keeps a single copy of the report in the system. However, if a user deletes the report from their hold files, the system removes that user from the forward list but does not delete the report unless the user deleting the report is the final user on the forward list. Displays the Heading window, where you define your own heading for the document. Downloads your reports to your system for viewing and editing. Displays the FTP Transfer Maintenance window which defines where you want to transfer the report electronically. Use the following fields: Remote Address - (Required) Enter the Internet Protocol (IP) address or the domain address for where you want to send the report. Remote Directory - Enter the directory to place the file when it transfers. Remote Filename - (Required) Enter the name you want the file to be called when transferred. Remote Login - (Required) Enter the login for the machine to which the file is being transferred. Remote Password - (Required) Enter the password connected to the login for the machine to which the file is being transferred. Displays a list of Report Servers to which to send the report, if you have Report Server installed, and this report can be output to the Report Server. Displays a list of column layouts available for the report. Select the option you want to use when you print the report. If you want to select at the time you print, select Prompt When Report Is Run. For more information about column layouts for reports, see Report Column Selection and Layout Overview. To increase the processing speed for the report, from the Options menu, select Thread Work Load to display the Maximum Thread Workload field. We recommend not setting this for more processors than your machine has. For example, if you have four processors, set the workload to 4. The system should process four times faster than if this was set to 1. 6 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting Selection and Additional Selection Menus After populating the fields on many report windows, you can use the Selection and Additional Selection menu to enter additional criteria for selecting data to include in the report. The system first selects data using the entries on the main report window. It then uses these additional entries to further refine the data selection for the report. Note: These windows are generic second level data filters. Some options may not pertain to the report or print job you are running. The options vary depending on where the report obtains its data from, such as sales orders or purchase orders. To enter selection criteria for a report: 1. On the report window from the Selection menu, select Selection Criteria to display the Selection Input window. 2. In the Print Selections on Report (Y/N) field, enter Yes to list the names of all additional selections, along with associated entries, following the header information on the report. The default is Yes. 3. In the remaining fields, enter the selection criteria as necessary. Double-click the field to activate the fields. You can have one or more entries. Note: Use the Report Currency field on this window to convert all the amounts on the report to a currency different from your default currency. 4. Click OK. 5. Run the report. To enter additional selection criteria for a report: 1. On the report window from the Additional Selection menu, select the option you want to change. 2. Indicate the multi-values you want to use, such as more than one price line, product status, or product select codes. 3. Click OK. 4. Run the report. About Report Hot Keys in Eterm This section refers to areas of the system that are managed through the character-based system. All report drivers include the Print, Hold, and Options hot keys. You can also specify additional selection criteria for some reports by using the Additional Selection Input Screen. Use the Print screen hot keys to do the following: Print - Runs the report or procedure and sends it to the printer. 2017 Epicor Software Corporation. All rights reserved. 7

Report Options and Printing Rel. 9.0.3 Additional options to manage your reports are as follows: To... change the printing location of your document. Press F10 for a list of available printers to your user ID. The printer location is determined by user authorization and assignment first. Then the system checks if there is a ship ticket branch that is the same as the physical branch for the terminal ID. e-mail the report or document to a user. fax the report or document to a user. adjust the number of pages you want to print print more than one copy of the report or document change the direction of the print on the paper from Landscape to Portrait. Landscape is the default. change the page dimensions. indicate if you want to print duplex. Use this field or hot key... Location Email Fax Start Page / End Page Copies Orientation Page Width / Page Length Duplexing Note: Your printer must support duplex printing. change the tray from which to print on the printer. delete the report or document from your hold file after printing. Tray/Path Purge After Print Hold - Runs the report or procedure and sends it to the Hold File to await further action. For more information, see Hold Entry Details. Opts - Displays a list of options from which to select: Option Scheduling Faxing User Defined Heading Forwarding Windows Direct Reporting Server Column Template Selection Description Displays the Phantom Scheduler screen, where you schedule the running of a report or procedure. Displays the Fax Memo screen, where you fax a copy of the report. Displays the Heading screen, where you define your own heading for the document. Displays the Forward To screen, where you forward a copy of the report to other users. Downloads your reports to your system for viewing and editing. Displays a list of Report Servers to which to send the report, if you have Report Server installed, and this report can be output to the Report Server. Displays a list of column layouts available for the report. Select the option you want to use when you print the report. If you want to select at the time you print, select Prompt When Report Is Run. For more information about column layouts for reports, see Report Column Selection and Layout Overview. 8 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting Additional Selection Input Screen After populating the fields on many report screens, you can use the Slct hot key to enter additional criteria for selecting data to include in the report. This hot key displays the Additional Selection Input screen. The system first selects data using the entries on the main report screen. It then uses entries on the Additional Selection Input screen to further refine the data selection for the report. Note: This screen is a generic second level data filter. Some options may not pertain to the report or print job you are running. The options vary depending on where the report obtains its data from, such as sales orders versus purchase orders. To enter additional selection criteria for a report: 1. From the report screen, use the Slct hot key to display the Additional Selection Input screen. 2. In the Print Selections on Report (Y/N) field, enter Y to list the names of all additional selections, along with associated entries, following the header information on the report. The default is N. 3. In the remaining fields, enter the selection criteria as necessary. In each field, you can have one or multiple entries. For single entries, type the data in the field. For multiple entries, position the cursor in the field and use the Multi hot key. 4. Press Esc to return to the report or print job setup screen. Note: Use the Report Currency field on this screen to convert all the amounts on the report to a currency different from your default currency. Press F10 and select the currency you want to use. 2017 Epicor Software Corporation. All rights reserved. 9

Commonly Used Reports Rel. 9.0.3 Commonly Used Reports The system offers many reports to help you manage your business. Some of these reports should be run frequently, while others can be run at the end of each month. When you run a system report, you can enter selection criteria to limit the data the system includes in the report. You can print reports, forward or fax them to other users, or store them in the Hold file. Access reports from the following locations: Reports submenu on the main area-of-business menu, such as Orders or A/P. End of Month Reports menu. The following is a list of the most commonly used system reports. Report Vendor Purchases Aged Cash Requirements A/R Aging Items Sales Sales Margin Summary Customer Sales Rebates Customer Sales Comparison Order Service Level Product Fill Rate Comparative Sales Service Level Vendor Service Level Inventory GMROI Comparative GMROI Inventory GMROI by Price Class Inventory GMROI by Sell Group General Ledger Print Source Register Description Provides a summary of purchase and payment information for inventory received from each vendor. Displays your future cash requirements. Lists how much money your customers owe your company and for how long the money has been owed. Displays product sales, quantity, gross profit, price, and cost information for a single period or different periods of time. Summarizes sales and gross margin information by sales type, sales source, and product type. Lists product sales that are eligible for vendor rebates. Compares this year's sales to last year's. The report displays Sales, GP Dollars, and GP Percentage. Gives a statistical picture of how successful you are in completing your orders by the required date. Gives a statistical picture, on a product-by-product basis, of how successful you are in sending your customers the products they requested by the required date. Compares sales service level data for two different periods of time. Provides a statistical picture of your purchase order completion performance. Analyzes your sales for any 365-day period and displays information that helps you analyze your return on investment. Compares your company's GMROI data for two time periods. Evaluates your return on investment as it relates to your price classes. Evaluates your return on investment as it relates to your sell groups. Lists the posting from each source for one or more general ledger accounts for a specified period of time. Lists all the transactions from a designated source of posting for a certain period of time. Use to audit your general ledger. 10 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting Report Suggested Purchase Order Inventory Valuation Aged Inventory Incoming Freight Audit Purchase Price Overrides Transfer Register Detailed Invoice Preview Sell Price/Cost Overrides Canceled Invoices/Orders Description Prints different summary reports from the information generated by the Suggest P/O program. Displays the value of the products in a price line, a series of price lines, or all price lines within one or more branches. Examines the annual sales of each item in a price line, determines the number of pieces on hand, and calculates how long it will take to sell those items. Reviews your accounts payable items to see if any freight is listed. If there was a tagged sale involved on which you paid freight on the incoming shipment, you are then able to pass that freight charge on to the customer. Lists occurrences of purchase price overrides, a well-known source of invoicing errors. Reports on transfer transactions between branches. Use to check for shipping/receiving or pricing/costing discrepancies between branches. Displays detailed copies of selected invoices, before actually printing the invoices. Lists orders that had a selling price or cost manually overridden. Lists your canceled sales orders. 2017 Epicor Software Corporation. All rights reserved. 11

Downloading Files With Windows Direct Rel. 9.0.3 Downloading Files With Windows Direct Use the Windows Direct options to download reports to a file. File access is restricted by levels in User Maintenance using the WIN.DIRECT.CREATE.DIR authorization key. Note: The high level download directory is created during installation and cannot be changed. An error message displays if the directory to which you are trying to download does not exist. To create a new directory path, please contact Eclipse Support. To download a file with Windows Direct: 1. Open the report for which you want to download data. For example, from the Purchase > Reports menu, select Overdue POs to display the Overdue POs window. 2. Complete the fields for the report as usual. Press F11 from each individual screen to access online help specific to that report. 3. From the Options menu, select Windows Direct to display the Windows Direct Options window. 4. In the Windows Folder field, enter the name of the folder in which you want to save the file. If the folder does not exist, the system prompts you with the following message: The specified folder does not exist. Do you want to create it? (Y/N). Type Y to continue. Your authorization level in the WIN.DIRECT.CREATE.DIR authorization key determines whether you are able to create directories or subdirectories. 5. In the File Name field, enter the name of the file you want to use for the report. The system checks the file name for any special characters not allowed in Windows files, and whether the file name already exists in the folder listed in the Windows Folder field. If you choose to overwrite an existing field, the system sets the Force Overwrite field to Y. If you choose to not overwrite an existing file, the system assigns a unique file name. 6. In the Export Format field, select a format. For a complete description of the formats available, see Downloading Reports. 7. In the Force Overwrite field, indicate if you want to overwrite the file in the folder if you have a previous file saved with the same name. The default is No. 8. In the Export Heading field, indicate if you want to include the heading of the report in the exported data. The default is No. 9. Click OK to return to the report window. 10. Run the report per instructions. 12 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting Hold Entry Details Hold Entry is a storage location for system-run reports located in the Report Queue and accessed through the printing menu. There are two hold entry options: Your Hold Entries - Accessible to all users. Holds each user's individual reports. All Hold Entries - Accessible to IT or system administrators. Holds all reports run in the system. Spooler authorizations control access to upload, download, and process reports. You must be assigned different authorizations to perform different tasks in Hold Entry. The PHANTOM.EDIT authorization key has four levels of authorization depending on whether you want users to be able to manage just their own jobs or other's jobs as well. Note: Report Writer is separate from Hold Entries. Use Report Writer for creating custom reports. You can organize reports in Hold Entry into folders and sub folders. By default, all reports are assigned to the Primary folder, but each user can create additional folders to store and organize reports. How the System Determines Printer Location for Hold Entry Files When you print from the Hold Entry program, the system determines the printer location using the following hierarchy: What the System Checks Location indicator Location field Physical branch number Terminal currently assigned Where identified Displays on the left end of the message bar at the bottom of the Eclipse window. After pressing the Print hot key, the Location field displays on the Print Options screen. Users can change this field for each report printed. If this field is not changed, the system uses the default displayed. First location defined that has a ship ticket branch that is the same as the physical branch for the terminal ID. The system checks Location field in Terminal Setup Location field in Terminal Setup. 2017 Epicor Software Corporation. All rights reserved. 13

Viewing Reports Rel. 9.0.3 Viewing Reports Use the Report Queue to view and select reports either that you have run or that another user has run and sent to you. If authorized, you can also print, fax, or email the reports in Hold Entry. To view reports on the Spooler Control screen: 1. From the System > Printers menu, select Your Hold Entries or All Hold Entries to access the Report Queue. Field Folder / Orig ID Report Title Complete Date Description The name of the folder that contains the report. By default, the system creates a Primary folder and all reports filter into this folder until you create new ones. To move the report to another folder, type that folder's name over the displayed folder name. To create a new folder, from the Folder menu select Edit Folders, type in the new name, and click OK. If you select All Hold Entries, this field displays as Orig ID. This is the ID of the user who ran the report. The name of the report, which the system may or may not assign. You cannot edit the report title from this view. The date that you sent the report to the report queue. The system also displays the number of the report that the cursor is on and the total number of reports in the list at the bottom of the window. To sort by complete date, click the column header. The arrow indicates if the column is sorted by ascending or descending dates. The number indicates if it sorted by that column first or second. Complete Time Purge Date Unread New in Release 9.0 If you select All Hold Entries, the system also displays the number of the report that the cursor is on and the total number of reports in the list at the bottom of the window. The time in your time zone that you sent the report to the report queue. The date in your time zone that the report is scheduled to be purged. A red dot displays if the report has not been read. The indicator on the User Menu in Solar shows how many unread reports you have. For example, in this image the user has 101 unread reports. Use the Report menu to mark one or all reports as read or unread, depending on your requirements. 2. Select a report. 3. To change the selection parameters for the reports you are viewing, use the Selection > Selection Criteria option to display the Hold Entry Selection Criteria window. 14 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting 4. Use the Tools menu options, as needed: Option Tools > Upload Tools > Download Tools > Process Description Uploads a.csv file from your computer to the hold file. For more information, see Processing Uploaded Data. Downloads the report to your local computer or network drive. For more information, see Downloading Reports. Processes uploaded data, such as new product prices or new inventory lists, to update files. The system provides standard processing types. Click here to view a list of these types. Auto Product Price Updating Trade Service Diskette Import Standard Inventory Upload Standard Price Upload ASA User Defined Upload G/L Journal Entry Upload G/L Journal Upload DB/CR Contact Update File Import Auto Check Reconciliation Customer Update User Defined Matrix Upload Customer Part # Import Note: For detailed information about how to complete a specific upload process, see the system help for that subject area. For example, to learn how to complete a User-Defined (pricing) Matrix Upload, see the Pricing section. Tools > Delete by Date Displays a date prompt for you to enter a date for the system to delete all reports older than that date in the displayed folder. Note: You can only delete your copy of a report. The last user to delete a report also deletes it from the system. 5. Use the Report menu options as needed. Option Report > View Report > View Using Report > Print Report > Forward Report > Delete Report > Purge Date Report > Purge All Date Description Displays the report on the Hold Entry Pre-View window in the standard text viewer. Displays the report with Report Data Analyzer or Report Viewer. Displays the Print Options window. Displays the report forward list to send the report to another user. Deletes the report on which the cursor is positioned. The system prompts you to confirm the deletion. Allows you to change the purge date assigned to the report. Sets a new purge date for all the reports in the displayed folder. 2017 Epicor Software Corporation. All rights reserved. 15

Viewing Reports Rel. 9.0.3 Option Mark Report As Read Mark Report As Unread Mark All Reports Read Mark All Reports Unread Description Mark the currently selected report as read. Mark the currently selected report as unread. Mark the all the reports in your queue as read. Mark the all the reports in your queue as unread. 6. Exit the window. 16 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting Forwarding Reports Use Report Queue to pass reports on to other users for comment or for review. You can limit the authorization to view-only or give the user full access. You are not forwarding the user a copy of the report, but adding the user to the forward list. Eclipse keeps a single copy of the report in the system. When users delete the report from their hold files, the system removes those users from the forward list but does not delete the report unless the user deleting the report is the final user on the forward list. To add a name to the Forward list: 1. From the System > Printers menu, select Your Hold Entries or All Hold Entries to access the Report Queue window 2. Place your cursor on the report you want to forward. 3. From the File menu, select Forward. The system displays the Forwarding window. 4. In the Forward to field, enter a user ID. Note: When you add a message list or user group, the system adds the individual users to the forward list and not the message list or user group name. For example, you have a salesperson list called SALES_WEST with MARYJ, JOHNQ, and LARRYM on it. The system adds MARYJ, JOHNQ, and LARRYM individually to the forward list and not SALES_WEST. 5. In the View Only field, indicate if you want the user only to be able to view the report. Note: If you assign users a View Only status, they cannot print, process, download, or forward the report. They can only view and delete it. 6. Repeat this process until you have added all the names to the list. 7. Click OK. 2017 Epicor Software Corporation. All rights reserved. 17

Working with Reports Rel. 9.0.3 Working with Reports From the Report Queue, use the Report > View option to open a report. The report displays in the Report Viewer window. This topic explains the options available from that window. To work with a spooled report: 1. Use the following Search menu options, as needed: Option Search > Find Search > Find Next Search > Goto Page Search > Top of Page Search > Bottom of Page Description Search based on a word string. At the dialog box, enter the word string and click OK. Used in conjunction with Find. This option finds the next instance of the word string in the report. At the dialog box, enter the page number and click OK. Places the cursor to the top of the report. Places the cursor to the bottom of the report. 2. To view and edit details for which you are authorized in the report, do any of the following. You must have the appropriate authorization keys assigned to access the area of detail. If multiple areas, such as A/R Inquiry and Customer Maintenance are available for the line, select the area you want to view to continue. To drill in view-only mode, select the line and select the Detail > View Detail menu. To drill in edit-only mode, select the line and select the Detail > Edit Detail menu. To drill with the level to which you are authorized, click the links within the report. 3. Exit the window. 18 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting Downloading Reports from Your Hold File You have the following options when working with reports in the viewer: Download reports to your computer. Forward reports to other users. If you are the originator of the report, you can add names to the Forward list, view the Forward list, and edit the names on the Forward list. For an explanation about the levels of authorization, see the SPOOLER.FORWARD.EDIT authorization key. To download a report: 1. From the System > Printers menu, select Your Hold Entries or All Hold Entries to access the Report Queue window. 2. Select the file you want to download. 3. From the Tools menu, select Download to display the Download File window. 4. In the Save As File field, enter the directory path to which you want to download the file. 5. In the File Type field, select one of the following formats to which you want to save the file and select the download options for the format you select: File Type Text File Tab Delimited File Spreadsheet Description Use this format to download the file as plain text that you can open using any basic text editor, such as Notepad. Select how you want to convert the file using the following selections in the Download Options area: Download Column Headings - Select this check box to include the row that contains the headings for each column. Line Separators - Select Windows Style to end each line with carriage return. Select Unix Style to end each line with a line feed (LF). Select No Line Separators (Fixed Block) to transfer the data exactly as it appears in the file, except without any carriage returns or line feeds. The default separator style is Windows. Downloads the file with tabs separating each column. Use this file type if you need to import the data to another third party tool that supports tab separated columns. Select how you want to convert the file using the following selections in the Download Options area: Pad Columns with Spaces - If your file has defined column widths, select this check box to pad the column data to the defined width. For example, if the column width is set to 15 characters and the column data is 3 characters, the system adds 12 blank characters to the column. Download Column Headings - Select this check box to include the row that contains the headings for each column. Use this file type to download the file in a.csv format that you can open using a spreadsheet program, such as Microsoft Excel. In the Download Options area, select the Download Column Headings check box to include the row that contains the headings for each column. 2017 Epicor Software Corporation. All rights reserved. 19

Downloading Reports from Your Hold File Rel. 9.0.3 File Type Binary Description Use this file type to download files such as executables or images. Note: Depending on the download option you select, the system uses a default 3- character extension appropriate to that download. For example, if you select Spreadsheet, the system uses.csv as a file extension. You can change this extension, if needed, but we recommend using the default when first downloading. 6. Click Download File to download the file to the directory. Click Cancel to exit the window without downloading the file. 20 2017 Epicor Software Corporation. All rights reserved.

Rel. 9.0.3 Solar Eclipse Reporting Drilling Into Report Data When reports are sent to your hold file, you can view the reports through the system. In addition, you can drill into the information online if the information is on an order. You can view specific orders details or edit information, if needed. For example, you run the Product Backorder Report. The system alerts you that the report is complete and your view the report through your hold file. You notice a specific product on the report that you want to know who it is going to. You can view the purchase order and all associated information. To drill into a report: 1. Run the report. 2. View the report in your hold file. 3. If you want to view information, from the Detail menu, select View Detail. When the order opens, notice the "View Only" message at the bottom of the window. 4. If you want to edit information, from the Detail menu, select Edit Detail. 5. Save your changes and exit the window. 2017 Epicor Software Corporation. All rights reserved. 21

Printing Reports from Hold Entry Rel. 9.0.3 Printing Reports from Hold Entry From the Hold file, you can print all or part of a report. You can also change the routing and format of a print job. Spooler authorizations control access to upload, download, and process reports. You must be assigned different authorizations to perform different tasks in Hold Entry. The PHANTOM.EDIT authorization key has four levels of authorization depending on whether you want users to be able to manage just their own jobs or other's jobs as well. The system uses a printer location hierarchy to determine which printer to use to print an order. To print a report from Hold Entry: 1. From the System > Printers menu, select Your Hold Entries to display the Report Queue window. Note: You can press Shift-F2 from any system program access the Report Queue. 2. Position the cursor on the report that you want to print. 3. From the Report menu, select Print. 4. In the Printer field, select the printer you want to use. The system populates the Location field. You can change this, if needed. 5. In the Start Page and End Page fields, define the range of pages to print. The default is always 1 in both of these fields. Note: The system populates the Total Pages field for reference. 6. In the Copies field, enter the number of to print. 7. In the Form field, enter the form on which to print. The default is PLAIN. 8. In the Orientation field, indicate if you want the document printed in Portrait or Landscape mode. The default is Portrait. 9. In the Page Width and Page Length fields, enter the following: Number of characters (Width) you want to print across the page. Based on the selected Page Width the system calculates the page length. For example, changing width to 132 will result in length of 80. Number of lines (Length) you want to print on each page, within printer, indicated orientation, and paper size range. 10. In the Duplexing field, indicate if you want the report on both sides of the page. The default is N. 11. In the Tray/Path field, enter the tray or path that contains the paper you want to use. 12. In the Purge After Print field, indicate if you want to delete the document from the Hold File after printing. The default is N. 13. In the Suppress Form Feed field, indicate if you want to print the item without any form feeds. The default is N. 14. Use the Print, Fax, or Email buttons to send the report. 15. Exit the window. 22 2017 Epicor Software Corporation. All rights reserved.