Eagle for the Aftermarket®
Release 19.0 What’s New
Point of Sale Enhancements Debit Card Bin Range Steering. For cards that can be tendered as either a credit card or pinbased debit, there is a transaction dollar amount break even point (based on your specific banking relationship) where below that point it costs less to process the transaction as a credit card, and above that point it costs less to process as a pin-based debit card. This feature, which is a purchase option, allows you to configure your Eagle system so that those transactions will be steered to the appropriate card type based on the amount. Enter the “break even point” into option 5128 (Debit Transaction Threshold). Option 5129 (Debit Bin Range Checking in POS) is the option that will turn on debit steering system-wide, at a particular store, or one terminal at a time, depending on how the KEPT BY is defined. Enhancements to Customer Quick-Add in POS. •
The fields Authorized Name and E-mail have been added. These fields only display if option 3509 “Allow access to customer contact fields in Customer Maintenance” is set to Yes. Entering the email address requires a non-blank Authorized Name field. The authorized name and its corresponding email address are automatically added as a contact to the Names tab of Customer Maintenance.
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The fields Birth Date and Loyalty # have also been added, but these fields only display if you have your own on-system loyalty program (option 1182 “Loyalty Program” is set to G or L).
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New option 9139 “Copy customer name into auth to charge name in Customer QuickAdd.” If this option is set to Yes, when a clerk adds a customer in customer quickadd, the Customer Name field is automatically copied into the authorized to charge Name field, but only if that field is blank. Note that this feature also applies to accounts with a company names, thus the company name will copy into the authorized to charge Name field (assuming that field is blank).
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New option 9137 “Build reverse sort name in Customer QuickAdd.” If this option set to Yes, when a clerk adds a customer in Customer Quick-Add, the customer name field is copied, in reverse order, into the customer Sort Name field. For example, if the clerk enters the name JOHN DOE as the customer name the sort name would be pasted in as DOE JOHN. Consequently, if the name is entered at JOHN DOE JR, the sort name is built as JR DOE JOHN. The customer name is copied in this way only if the Sort Name field is blank or if the value in the Sort Name is equal to the sort name as it exists for the default customer for the terminal. If the clerk manually enters the sort name, it will not be overwritten by the customer name.
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New security bit 885 “Allow user to manually enter account number in customer quick add.” If this bit is Yes, the user can enter a customer number in the Quick-Add dialog. If this bit is set to No, the Customer number field is not accessible to the clerk and the terminal must be set up, within Customer Maintenance, with the option to auto-assign customer numbers. If this security bit is set to No and the terminal is not set up to auto assign customer numbers, the clerk cannot add a user in Customer Quick-Add. Also note
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Eagle for the Aftermarket®
Release 19.0 What’s New
that if this security bit is set to No, a clerk cannot enter a customer number to display and change customer information. •
New option 9129 “Require specific fields when adding an account using Customer QuickAdd.” If this option is set to Yes, Customer Quick-Add in POS will require the clerk to, at a minimum, enter the following fields: Customer Name, Customer Phone Number, e-mail address, and Loyalty Account Number (this field is only on the form if option 1182 "Loyalty Program" is set to G or L). If the clerk leaves any one of these fields blank and presses Add, they are prompted to fill in the specific field(s).
Point of Sale Adders by customer. The POS Adder feature has been enhanced to give you more control to determine, by customer, whether or not totaling a POS transaction prompts the clerk to post an adder. In addition, you can now define up to three pre-selected adders for a customer so that these adders automatically display in the POS Adder Selection dialog when processing a transaction for that customer. Look up a customer by email address. You can do this in all applications that contain the Customer drop-down list (POS, Customer Maintenance, ROA, A/R reports). Enter a leading @ ("at" sign) followed by the email address. Refer to the Windows Accounts Receivables section for more information about the new option 3516 that controls this capability. Existing option 5456 “Display Source Menu When?” has new setting T = If the item has insufficient quantity, go directly to the "Transfer From" Window. This setting is particularly useful if all sourcing for out-of-stock items is accomplished by transferring from another store on the system. With this setting, the system bypasses the Source Menu and goes straight to the "Transfer From" dialog where you can enter the transfer "from store," transfer quantity, and ship via information. New option 9238 “Default From Store to a specific store group or all stores?” This option only applies to "Sourcing by Transfer" and determines if the 'From Store' is all stores or a subset of stores. o
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G (the default) = the list of stores to which items can be transferred include the stores in the group assigned in option 8377 "POS Inventory Store Group" for this store. When set to G you can allow the clerk to select a store outside of their group with security bit 901 "Allow transfer from outside store group." Note: If this option is set to G but no store group has been defined in option 8377, then the list will include all stores. A = the list of stores to which items can be transferred includes all stores.
Note: You can also use option 5455 "Default From Store when sourcing by Transfer in POS" if you want to specify a store as the default "From Store." New option 9270 “Should the transfer shipping comment print on a customer's order?” This option applies to sourcing an item on a customer order by transfer, or sourcing the entire order by transfer. It determines whether or not the transfer shipping instructions print on the
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Eagle for the Aftermarket®
Release 19.0 What’s New
customer order and invoice (defaults to Yes). Note: The shipping instructions always print on the transfer. New option 9233 “Default for Transfer 'From' Store.” •
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L = Default to the POS Lockin Store. The transfer 'From' Store defaults to the POS Lockin store. Use this setting if your business practice is that only the "from" store is allowed to create a transfer. If this is your business practice, then you need just one transfer customer for each store to which merchandise can be transferred. Place that store in the "Transfer To Store." T = Default to the Transfer customer's Store Account Opened. The transfer "From" Store will default to the transfer customer's Store Account Opened field. If you allow either the "from" or the "to" store to create transfers, set this option to T and make sure you have a transfer customer for each from/to store combination where the "from" store is the Store Account Opened and the "to" store is the Transfer To Store.
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The "To" store always defaults to the transfer customer's "Transfer To Store." This option only applies to manually creating a transfer in POS. It does not apply to transfers created from the Source Menu (COM users), nor transfers created from the Centralized Distribution or Inventory Balancing features. These features require a transfer customer for each from/to store combination. If you have the appropriate transfer customers setup in Customer Maintenance (per the above guidelines), then set option 5031 "Display Transfer From/To Store window in POS" to No to save a keystroke.
Delivery Dispatch System (DDS) enhancement. The POS header's Ship Via is now available on Special Orders as well as Orders. As long as Option 5111 "Use Ship Via's in Order Entry" is set to Yes, the Ship Via hyperlink on the POS header screen displays, as does the header menu’s choice M “Shipping Options.” (Note: Option 5111 can only be set to Yes if option 76 is Yes, or option 8780 “Delivery on System” is not set to None.) Assign a vendor and PO number to a set of items all in one step. For special order items, there is a new posting menu option D “Assign Vendor/PO# to selected items.” This is available on Orders or Special Orders. This gives you the ability to assign a vendor and PO number to a set of items all in one step. For example, if you use IQ to bring the line items into a special order, you can take a range of lines or check-mark the lines and assign them to a purchase order in one step. After selecting D, a dialog displays where you can designate the lines which should be assigned the same vendor and PO number. Next, you enter the Vendor and an existing PO number (or you can set the PO Number to RSRV to have a new PO created and assigned to each of the items). Alternatively, you can enter BUYER to have the items appear on the Buyer’s List.
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Eagle for the Aftermarket®
Release 19.0 What’s New
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A shortcut is available. If you turn on checkboxes in the posting grid, check the desired items, and select Menu option D and then select either choice 1 or 3, the check-marked lines are automatically filled into the subsequent dialog. If one of the lines already has a specific PO number assigned or the PO number is set to NONE, Misc Menu option D will skip it. You can use option D when creating or maintaining a PO. Option D is supported on Orders and Special Orders, but NOT on Estimates.
New option 9262 “Minimum amount for Check Guarantee.” Use this option to set the minimum amount a check must be before a Check Guarantee is processed through Protobase. Checks lower than this amount are automatically approved with the authorization code set to "LA{random 4 digit number}" in which LA stands for Local Authorization. This minimum amount does NOT apply to the "Bad Check Verification" feature in POS when option 8276 "Perform "Bad Check" validation at POS is set to Yes. All checks regardless of the amount are subject to the bad check verification step. Note: If you want to exempt a particular customer from check verification, set the "Exempt from Check Verification" field to Yes. You access this field from the POS hyperlink of Customer Maintenance's Main tab. Four enhancements to the POS Posting Menu’s “Enter Additional Information” dialog. •
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New option 9296 “Show Addt'l Info hyperlink in posting area” can be set to Yes to show the Addt’l Info hyperlink in the posting area of POS. Set this option to Yes if you want this hyperlink to display in the posting area for a quick way to display the Posting Menu's "Enter Additional Information" dialog. This hyperlink displays on Sales, Credit Memos, Orders, Special Orders, Estimates, Service Orders, and Transfers. Refer to related option 9297 "Fields to display in the Enter Additional Information dialog.” New option 9297 “Fields to display in the Enter Additional Information dialog” Check -mark each field that you want to display in the Posting Menu's Enter Additional Information dialog. If you leave this option blank, the Enter Additional Information dialog will be grayed out. The fields from which you can choose include: 1=Code 1, 2=Code 2, 3=Code 3, D=Delivery Date, E=Direct Ship, L=Location, M=Loading Required, R=Sales Representative, S=Ship Via, T=Suggested price, U=Unusual Usage, and V=URL. Note: Even though certain fields may be selected in this option, not all of these fields will show. The following fields will only display in the Additional Information dialog if the following are true: o o o
Codes 1 - 3: option 76 must be Yes and security bit 790 must be Yes Delivery Date: option 76 must be Yes Direct Ship: option 5471 must be Yes, option 76 must be Yes, and security bit 763 must be Yes (not available on Estimates)
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Eagle for the Aftermarket®
Release 19.0 What’s New
Unusual Usage: option 43 must be Yes, option 3097 must be Yes, and security bit 754 must be Yes. o Sales Rep: option 9299 must be Yes o Ship Via: option 5111 must be Yes o Sugg Price: option 2501 must be 3 o Loading Required: option 160 or option 3119 must be Yes o URL: option 9290 must not be blank The new field Sales Rep has been added to the Additional Information dialog. It displays if option 9299 “Show Sales Rep field in the POS header” is set to Yes. The ability to change the Sales Rep at the line-item level requires security bit 905 “(MO) Ability to change the Sales Rep field in POS.” Without this bit, a manager override is required. You can put a URL in the Additional Information dialog. This requires setting up option 9291 “URL's Title in POS Additional Information' dialog” and option 9290 “URL in POS posting area's Additional Information dialog.” o
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QuickRecall enhancement. The QuickRecall window has a new Trx Codes column, which displays the header transaction codes from an invoiced Order, Special Order, or Estimate. New option 9278 “Display Quotes on POS Signon.” If the existing Option 5123 “Display Suspended Transactions on POS Signon” is set to Yes, you can now choose to include not only suspended transactions but also quotes/estimates in the Suspended Transactions dialog. To include quotes/estimates in the list, set this option to C or S. • • •
C = Include quotes/estimates for current clerk and the current store S = Include quotes/estimates for all clerks in the current store N = (the default setting) Do not display quotes/estimates on POS signon.
This option does not apply to POS Header Menu Option 7 “Recall suspended transactions.” There is a limit of 60 transactions that can display in the suspended transaction dialog, with suspended transactions listing first, and quotes/estimates following. Unlike suspended transactions with option 5123 activated, the POS clerk is not warned about open quotes/estimates when exiting or changing users in WinPOS. Also note that this option is not supported in Offline POS. Option 7525, Enhanced Form sort order for order documents, has a new sort order D, "Dept\Line\Subline\Sequence Number.” When this option is used on an Aftermarket Eagle it will sort on Line and Subline but not part. Other sort existing sort options are 7505 for Estimates, 7525 for Orders, 7545 for Invoices, 7565 for Credit Memos, 7585 for Transfers, 7625 for Receiving Pick Tickets, and 7665 for Backorder Pick Tickets. Change to existing option 3513 “Check for Open Orders, Special Orders, and Suspended Transactions.” This option has been modified so that if the customer number entered in the header is a transfer customer, the system will check for and display the list of status R (request) or S (Shipped) transfers for that customer.
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Eagle for the Aftermarket®
Release 19.0 What’s New
Enhancement to the Vendor Rebates feature. In the new option 8848 “Rebate Plan to use when none assigned to customer,” enter a Rebate Plan that POS should use when the transaction's customer does not have a Rebate Plan. New option for retaining voided transactions. Option P (purge) has been removed from the Voided Transaction Report (RVT), while the nightly maintenance purge for RVT is still in place. New option 108 “Days to keep Voided POS Transactions” has been added so that you can set up the number of days to retain voided transactions. This new option defaults to 120 days. New option 9298 “Suppress Locked Out users in certain user dropdowns.” Set this option to Yes to suppress users whose Locked Out flag is set to Yes from displaying or being selectable in the POS Sales Rep and Technician drop-downs. Note: The Locked Out flag only applies to users who are set up with High-Security Passwords. A user is automatically locked out after several failed login attempts in a short time period. A user can also be manually set to locked out if they are no longer employed, but you want to keep them on file for historical purposes. The Sales Rep field applies when option 9299 “Show Sales Rep field in POS” is set to Yes. The Technician field applies when option 1093 “Service and Repair on System” is set to Yes. New option 9198 “Display phone # in POS Customer Details Window." This option determines if the customer's phone number displays in the POS customer details window, and if so, what the source of the phone number is. The possible settings include: A = Display the Alternate phone number if the main phone number is blank; B = Display both the main and Alternate phone number; if both are not available, then display whichever one is available.; M = only display the Phone Number from Customer Maintenance's Main tab; if the main phone number is blank, then no phone number displays; N = Do not display the customer's phone number in this window (this is the default setting). New option 9199 “Display e-mail address in POS Customer Details Window.” This option determines if the customer's email address displays in the POS customer details window, and if so, what is the source of the email address. The possible settings include: •
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C = Display the first e-mail address from the Customer Maintenance Names tab's Contacts list. If there is not a contact with an email address, then the system will behave as if this option was set to I. Note: Customer contacts are entered in Customer Maintenance on the Names tab. This is also the email address supplied when adding a customer in POS (menu choice 8) if option 3509 "Allow access to customer contact fields in Customer Maintenance" is set to Y. S =Display the first e-mail address from the Customer Maintenance Note tab's Type 10. If there is not a statement email address for the customer, then the system uses the first email address in Note type 11 (email address for POS invoices/orders). I = Display the first e-mail address from the Customer Maintenance Note tab's Type 11. If there is no POS invoices/orders' email address for the customer, then the system uses the first email address in Note type 10 (email addresses for Statements). N = Do not display the customer's email address in this window (this is the default setting).
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Eagle for the Aftermarket®
Release 19.0 What’s New
Customer Price List in POS. The following columns have been added to the Inventory Viewer: Customer Price+, Customer Sells With+, and Customer Total Price+. These columns only populate when you display the Inventory Viewer from POS, and only if option 8287 “Display the Inventory Viewer in expanded format?” is set to Yes. To use this enhancement, in POS enter the customer needing a price list, place your cursor in the Part/Line field, Press F9 to bring up the Inventory Viewer, and use the appropriate lookup and filters to show the relevant items. The grid can be exported to Excel for delivery to the customer. The Customer Price is the customer's price not including any "sells withs" (related items set up with type 4 - Sells With, or type 5 - Sells or Credits With). The Customer Sells With is the sum of any "sells with's" (type 4 - Sells With, or type 5 - Sells or Credits With). The Customer Total Price is the sum of these two columns. Note: lookup by manufacture part number is not supported with this feature. New option 9268 “Item information's display cycle includes 'take down'.” In POS, when you enter a SKU and press Display (or if you have your system set up to Display After Scan), a window with information about that item displays. Set this option to Yes if you want to see information that is behind this window without having to press Clear (which clears that item entirely). You can then press Display an additional time which takes down this item information window and leaves the item in the posting area. Once you have seen the posting grid information you need, you can press Display again to re-display the item information window. New option 9287 “Gift/Cash Card Allowed on POS Refund.” This option controls whether or not the clerk is prompted to issue a gift card on a credit transaction. When the clerk selects to issue a gift card, the system automatically sells the gift card SKU (identified in option 9288) for the transaction total including tax (bringing the transaction total to $.00) and then automatically activates the gift card for that refund amount. If you want the clerk to be able to choose between issuing a gift card or an in-store credit for the refund, set this option to Y and set option 5488 "Store Voucher required on a POS Refund" to the alternate tender whose type is set to 'In-Store Credit.' If you want the clerk to be prompted to issue a gift card, the refund amount must be equal to or greater than the amount in option 5364 "Gift/Cash Card activation minimum amount," and must be less than the amount in option 5366 "Gift/Cash Card activation maximum amount." •
N = Never issue a gift card when a refund is due to a customer.
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Y = Always prompt the clerk to issue a gift card for a refund. If you want to require that a gift card be issued, set security bit 684 "(MO) Allow override of Store Voucher/Gift Card requirement on POS Refund" to No. If you want the clerk to be prompted to issue a gift card, but still be able to return cash or another form of tender, set security bit 684 to Yes.
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R = (This setting only applies if Returns Validation [option 8305] is set to Y) Require issuing a gift card when none of the items returned were applied to a prior purchase. If at least one item was returned to a prior purchase, the system will not prompt the clerk to issue a gift card. You must also set security bit 684 "(MO) Allow override of Store Voucher/Gift Card requirement on POS Refund" to No to require a manager's override to cancel out of issuing the gift card.
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Eagle for the Aftermarket®
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Release 19.0 What’s New
A = (This setting only applies if Returns Validation [option 8305] is set to Y) Always prompt the clerk to issue a gift card, but allow the clerk to cancel if at least one returned item was applied to a prior purchase. You must set security bit 684 "(MO) Allow override of Store Voucher/Gift Card requirement on POS Refund" to No. If at least one item was returned against a prior purchase, the clerk can cancel out of the prompt to issue the gift card, and instead return cash or another form of tender without requiring a manager's override. If none of the items returned were returned against a prior purchase, a manager's override is required to cancel.
Lost Sales enhancement for ITR users. Lost Sales that are posted in POS are now added to ITR with the customer’s selling price rather than the retail price. This gives you a more accurate picture of the actual lost sales. New “Order Printed?”column in the POS Order Viewer. This column is populated with a Y any time an order has been created or modified, and then printed. This includes using "Save and Print" from the Finish Order menu, using the "Save Order with Print" options from the tenders screen when option 8203 is set to Yes, and when an order is partially invoiced either using posting menu option 3 (Partially Invoice Order) or when invoicing an order that has backorders. This flag sets to yes the first time an order has been printed; adding subsequent items does not change the flag back to No. This column populates with the value N if an order has been created or modified but has not been printed or invoiced against yet. New column in the Deposit Activity Viewer. The column for the “MCR Customer Name” has been added to this viewer. New ability to add a ship-to account within POS. This ability is controlled by the new security bit 909 “Add Multiple Ship To accounts in POS.” If this security bit is set to Yes, the counterman will have access to the “Add Ship To Record” choice in the Misc Menu of the Multiple Ship to Viewer within POS. New option 9373 “Print backordered amount comment line on orders/invoices?” Set this option to Yes if you want the comment line "XX.XX Backordered" to print on orders/invoices when the item has a backordered amount. Otherwise set this option to No. You would typically want to set this option to No if using an enhanced form that includes a Backorder Quantity column. New option 5496 “Languages on PinPad.” The RBA versions of the Ingenico en-touch 1000, i6550 and I 6580 pin pads have the ability to display in multiple languages This option controls which languages are available on the device (note that this option does not work if option 5498 "Default PinPad to Swipe First" is set to Yes).The various settings of this option cause the various language buttons to display on the device. Selecting a specific language button causes the pin pad to prompt users in the selected language. English is always the default language. If a customer swipes their card without having selected a language will cause the device to default to English. The various option settings control the language on the device as follows:
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Eagle for the Aftermarket®
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Release 19.0 What’s New
1 = English only. The pin pad only displays English to the consumer. Since only one language has been selected the user will not see any language buttons. 2 = English and Spanish. The pin pad displays two language buttons, English and Spanish. If the consumer swipes the card without selecting a language, English is used. 3 = English, Spanish and French. The pin pad displays three language buttons, English, Spanish and French. If the consumer swipes the card without selecting a language, English will be used. Note that if the device is set up to use a consumer display, the language buttons have no effect on how consumer display information displays.
New options 9282 “Use Code position for skus that require opening cash drawer” and companion option 9283 “Use Code value for SKUs that require opening cash drawer.” These options are used to code items which require opening the cash drawer. The Use Code and the value specified in option 9283 are used to identify SKUs which when purchased at POS, cause the cash drawer to open during totals, if it isn't already opening for another reason. Use this for items like stamps, lottery tickets, bus tickets, or money orders. This option applies to both selling and returning the item. If you don't allow this type of item to be returned, you can flag it as non-returnable in Inventory Maintenance. New option 9272 “Note to use for POS receipt footer message.” This enhancement allows you to define a text note (unlimited in length) to print at the end of every receipt, regardless of the receipt type (invoice, estimate, etc.). Enter this note in Options Configuration using Misc Menu Z "Maintain user-defined notes/text." There, you define a character note ID (up to 8 characters-for example, FOOTER) and then type the text you want to print on the receipt. Note: This message prints on all types of receipts, not just the customer’s sales receipt. New option 9294 “Printing preference for POS Comments/Descriptors.” This option determines how to post POS comments. They can always be posted to the transaction as Internal or External. They can also be set up to be Internal or External by default while providing the user with an override button. External comments are customer-facing and will print on documents. Internal comments will only show on the screen and will not print on documents. • •
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A = Always print, no button to not print. Use this setting if you always want comments to print, with no ability to post a comment as an "internal viewing only" comment. P = Print, and button to not print (default setting). Use this setting if you normally want comments to print. By exception you can use the Post as Internal button in the F3 comment dialog to indicate the comment is for internal viewing only. I = Do not print, and button to print. Use this setting if you normally want comments to be view-only comments that do not print. By exception you can use the Post as External button in the F3 comment dialog to indicate that the comment should print. N= Never print, no button to print. Set to N if you always want comments to be for internal viewing only, with no ability to post a printed comment.
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Eagle for the Aftermarket®
Release 19.0 What’s New
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Internal only comments have INT in the Codes column so that if there is any question, you can confirm that a comment is internal by seeing this code. Pre-Defined comments post as printed comments when this option is set to A or P, and will post as non-printing comments when this option is set to I or N. You can still use existing option 7730 “Non-printing comment identifier” and enter the special first two characters in the comment to have the enhanced form suppress that comment from printing on Enhanced Forms, regardless of how this new option is set; nevertheless, this new option is the preferred method. Receipt printers must be set to EN (print at end) if using 'Internal' (on screen only) comments on a transaction that will print a receipt.
New option 9280 “Required fields in POS Cash Customer Information window.” In this option, check each field in the list that you want to be required when the window for a cash customer's information displays in POS: A=Address, C=City, I=Short Id, N=Name, P=Phone, R=Reference, S=State, and Z=Zip. This option applies to all transaction types. When it is set to blank (the default setting), no fields are required except for the following situations: 1) On special order transactions, Name is always required, 2) On a layaway transaction, name and phone number are always required, 3) On a tax-exempt transaction, name, phone number, address, and zip are always required. Note: this option doesn't determine if the cash customer information dialog displays in POS; it only applies to requiring entry of a value in the selected fields once it has been displayed by the system. New field “Adding Name Allowed.” This new field, located in Customer Maintenance when you click the POS hyperlink, controls whether or not the “Add a Name” choice is available in the POS Authorized to Charge dialog when creating a transaction for that customer. Note: Even if this field is set to Yes, the existing security bit 580 still controls whether or not the clerk can add a name. New option 9285 “Expired Resale Code Action.” This option tells the system what to do if a non-taxable customer has an expired resale code. The expiration date of the customer's resale code will be checked at the beginning of a new transaction, for all transaction types except ROA. And it will be checked when invoicing (including partially invoicing) a saved transaction. Note: A non-taxable customer is a customer whose Taxable flag in Customer Maintenance is set to No. •
T = Warn and change transaction to Taxable. Use this setting if you want system to notify the clerk that the resale code has expired and change the transaction to taxable. The clerk receives the warning message "Warning: Customer's resale number has expired. Transaction will be changed to taxable."
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W = Warn and continue with non-taxable transaction (this is the default setting). Use this setting if you simply want the system to notify the clerk that the resale code has expired, letting them continue with the non-taxable transaction. The clerk receives the warning message "Warning: Customer's resale number has expired."
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Eagle for the Aftermarket®
Release 19.0 What’s New
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This option only applies when a customer’s resale code has a non-blank expiration date. No warning or action is taken if a non-taxable customer has a resale code with no expiration date.
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This option does not apply to a customer whose Taxable flag is Yes but has a 0% Tax Code.
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The system checks for an expired resale code at the beginning of a new transaction, as well as if you return to the header screen and change to the customer to a customer who has an expired resale code, or change the customer on a saved and recalled transaction to a customer who has an expired resale code.
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In Copy/Reprice – If you copy the transaction to another customer, if that other customer is non-taxable and has an expired resale code, the system warns the clerk that the customer’s resale code is expired and the expiration is handled based upon how the option is set.
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When invoicing (partial or fully) a saved transaction (suspended sale, order, estimate, special order, layaway) if the customer on the transaction has an expired resale code, the clerk receives a warning and the transaction is handled the same as described above depending upon how the option ‘expired resale code action’ is set.
POS Authorized to Charge expiration dates. If you have customer contacts enabled (option 3509 "Allow access to customer contact fields in Customer Maintenance" is set to Yes), each name that shows in POS can now have an expiration date. If you entered a date in Customer Maintenance for a contact and it has expired, then that name will no longer display in the authorized to charge list for that account. Reduced keystrokes when using multiple Alternate Tenders. POS has been enhanced to allow multiple coupons/gift certificates/in-store credits with reduced keystrokes. This enhancement applies to Alternate Tenders set up with the Type field set to blank or in-store credit. Prior to this enhancement, you would have to add up all the coupons manually and enter the amount as one lump sum. Now, a dialog window displays where you can enter one or more coupons by clicking the Additional button and the system will calculate the running total of this tender. You can also delete individual coupons from this dialog box by selecting the coupon and clicking the Delete button. Note: security bit 619 "(MO) Allow tender amount greater than threshold" applies to the total of that tender and not each individual coupon. New option 9351 “Print a blank line between items on receipts.” Set this option to Yes to have POS receipts print a blank line between items. Enhancement to the “Reprint, View, or Fax this invoice” dialog. This dialog, accessed via the POS Posting Menu or Header menu option 2, has a new "View Document Image" button for Document Imaging users (option 3350 "Eagle For Windows Document Imaging on system" is set to Yes). When you click this button, the image of that invoice displays, and you can choose to reprint it or exit.
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Eagle for the Aftermarket®
Release 19.0 What’s New
Offline POS Enhancement Upload of offline POS transactions can now be scheduled. Offline POS Upload can now be automated via a new task in the Scheduler called “Upload Offline POS Transactions,” which will upload any Offline POS transactions that have not been uploaded yet. When this task runs, it will automatically close Windows POS (and Offline POS) if it’s not busy. If it is busy (in the middle of creating or maintaining a transaction), the automated Offline POS Upload will detect that POS is running and abort the upload process, and will attempt again at its next scheduled date/time. Note: the Security check for bit 144 “Allow upload of offline POS transactions” does not apply on scheduled uploads.
Inventory Enhancements New fields in Inventory Import Tool. The following fields can now be mapped and updated using Inventory Import Tool: UPC Package Qty MSU Code Pricing Conversion Factor POS Selling Unit Alt Vendor Part Number * Alt minimum number of order multiple * Alt Vendor cost * Alt Vendor Core Cost * Extended Description type *
Location 2 Location 3 Alternate Conversion Factor POS Pricing Unit Alt Vendor order multiple * Alt unit to order by * Alt PO backorder * Alt Vendor * Extended Description *
* Immediate update Notes: •
•
The fields with "immediate update" in the field name means they update Inventory Maintenance as soon as you click IMPORT. The data in these fields does not import to Flexible Inventory Loading (FIL) and therefore running the Flexible Inventory Loading Report (RFL) is not necessary to update these fields. To update an Extended Description, the import file has to include not only the Extended Description’s text, but also the Extended Descriptions type – either a 1, 2, 3, 4, or 8.
Serial numbers by store. Multistore users can now assign a specific store to a serial number by using an actual store drop-down list. The store selected indicates the store in which that exact item resides, and the list of available serial numbers that display in POS will only include the serial numbers that exist for that store. If a serialized item is transferred, posting the item to the transfer request displays the list of serial numbers in the "from" store, and upon completion of the transfer that serial number's store is changed to the transfer’s "to" store. Note: Store remains an optional field; it is not required unless option 8990 “Require Store for Serial #’s” is set to Yes. Activant Solutions Inc. Copyright © 2009 Activant Solutions Inc. All rights reserved.
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Eagle for the Aftermarket®
Release 19.0 What’s New
Option 8990 has been re-worded to “Require Store for Serial #'s." Set this option to Yes if you want to require entering the store in which the item exists when serial numbers are added for an item. Set to No if you do not want to have this requirement. Note the following: •
When selling a serialized item at POS, only the serial numbers for the POS lockin-store display.
•
When creating a transfer, the system displays the list of serial numbers in the transfer’s "from" store, and once the transfer is completed the system changes that serial numbers store to the transfer’s "to" store.
•
When a temporary serial number is added by the system during Receiving, the store of the temporary serial number will be the "distribute to" store of the purchase order detail. Refer to option 8989 "Allow adding temporary serial #'s during receiving?" to learn more about temporary serial numbers.
•
When this option (8990) is set to Y, the Serial Number Maintenance dialog in Inventory Maintenance will include a "Store" column to report the store to which a serial number has been assigned. Additionally, the Add and Change serial number dialogs in Inventory Maintenance now contain a Store drop-down so that you can assign the store to which a serial number belongs.
Promotion File Enhancement. The columns Store Closeout and Discontinued have been added to the Modify Item Promotions (MIP) grid. Price Change File Enhancement. The columns Suggested Ace MSU Price, MSU Retail % Change, and Purchase UM have been added to the Item Price Changes (IPC) grid.
Purchasing Enhancements New option 9124 “Thumbnail in Purchasing & Receiving shows Catalog Page or Overstock?” This Purchasing option determines if the thumbnail view displayed in Purchasing & Receiving shows Overstock in Other Stores instead of Catalog Page. Option 5 "Display Suggested Order Info (RSO thumbnail) in Purchasing?" must be set to Yes to use this option. If you want the thumbnail to show Catalog Page, set this option to 1. Set this option to 2 to see the amount of overstock in other stores. Overstock in other stores is based upon the stores contained in the store group entered in option 8377 "POS Inventory Store Group" for that detail line's store. If option 8377 is blank for that store, then Overstock is for all stores. New option 9126 “Calculate and display Total Overstock in the posting grid?” This new option applies only when option 8285 "Display the PO create/maintain posting grid in expanded format?" is set to Yes. Setting this option to Yes tells the system to calculate the overstock in other stores for each item on the PO and place it in the Total Overstock column of the posting grid. from the PO header screen to go to posting (on a non Status R PO). You can also use the Activant Solutions Inc. Copyright © 2009 Activant Solutions Inc. All rights reserved.
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Eagle for the Aftermarket®
Release 19.0 What’s New
Refresh button on the toolbar to refresh this column. The stores included in the Total Overstock calculation is determined by the store group defined in option 8377 "POS Inventory Store Group" for that detail line's store. If option 8377 is blank for that store, then Total Overstock is for all stores. Note that using this option can impact performance on a large PO, especially on a system with many stores. If you find that loading this grid is taking too long, the solution is to set this option to No. New Buyer’s ID field in Vendor Maintenance. In this new field on the Ordering tab of Vendor Maintenance, enter the user name of this vendor’s buyer. The Suggested Order Report (RSO) will enter this Buyer on the PO if the Buyer’s ID field on RSO's PO Header page is left blank. New option 9375 “Default cursor to Stocking Units or Purchase Units.” S = Stocking Units (the default) and P = Purchasing Units. This option applies to creating, maintaining, and receiving a PO. Set this option to S if you typically enter the ordered and received quantity in stocking units (cursor in the “Order Qty (Stk) field). Or set this option to P if you typically enter the order and received quantity in purchasing units (cursor in the “Order Qty (Pur) field). Buyer’s List improvement. The Buyer’s List now allows you to assign a "P" status (partially received) purchase order to a special order item on the Buyer’s List. Prior to this change, you could only use a status "F" PO. New columns in the Purchasing and Receiving posting grid. These new columns are populated if option 8285 “Display the PO create/maintain posting grid in expanded format?” is set to Yes. The columns include: •
Last Cost, Flat Fee, Hazardous Code, Harmonized Code, and Duty %. These new columns are only populated if option 9141 “International purchasing, receiving, and A/P capabilities on system?” is set to Yes.
•
Total Overstock. This column is only populated if option 9126 “Calculate and display total Overstock in the posting grid?” is set to Yes.
Substitute/Referral enhancement. Previously, this column in the Purchasing posting grid only showed the substitute or referral item from the catalog if the item was flagged as Discontinued in Inventory Maintenance. Now, the substitute/referral item displays in the “Substitute/Referral” column regardless of how the Discontinued field is set. Purchase Order Report (RPO) enhancement. Print Option O has been changed to “Special Order Number.” When you select this option, the document number for the customer’s special order will print below that item on the purchase order. Print Option P “Special Order Customer Information” prints the customer number, customer’s name, and customer’s phone number below the special order item on the purchase order. You must select both Option O and P if you want to print all four pieces of information (order number, customer number, customer name, and customer phone number). Ability to change the Vendor on an existing PO. This feature is useful when a PO exists for a customer’s special order item, and for some reason the original vendor can’t supply the item, but Activant Solutions Inc. Copyright © 2009 Activant Solutions Inc. All rights reserved.
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Eagle for the Aftermarket®
Release 19.0 What’s New
there is a replacement vendor who can. You can now simply change the vendor on that existing special order PO. This feature also changes the vendor code in the POS detail record for the special order item(s) linked to that PO. You must have security bit 212 “Change purchase orders” and the new security bit 910 “Change the vendor on a purchase order.” New "Print Due Date" field in Vendor Maintenance. This new field is located on the Order Info tab of Vendor Maintenance, and is supported on both laser PO's and non-laser PO's printed/emailed/faxed from the Purchase Order Report (RPO).The setting in this field determines if PO's that are printed, emailed or faxed from the Purchase Order Report (RPO) print the Date Due on the PO in the header area. When this field is set to Y (the default), the label DATE DUE followed by the PO’s due date print. When set to No, neither the DATE DUE label nor the date due prints. When set to Immediate, the label DATE DUE followed by IMMEDIATE prints to indicate that the PO is needed as soon as possible. Enhancement to Purchasing's “Transmitted” field. This field on the PO header screen has been renamed “Sent to Vendor?” A "Yes" setting in this field now displays a hyperlink which shows the Sent Date and Method, which can be changed if the user has the security bit to allow Changing a PO (bit 212). The programs that mark a PO as "sent to vendor" and update the Sent Date and Method are: •
Electronic PO transmission for all vendors
•
Purchase Order Report (RPO) o
If you use Option F (the new Option “Final Version for Vendor”), the Transmitted flag is set to P (printed).
o
If you haven’t used Option F, and have selected to both Fax and Email, the Transmitted flag is set to F (faxed).
o
If you haven’t used Option F and have selected to Fax, the Transmitted flag is set to F.
o
If you haven’t used Option F and have selected to Email the Transmitted flag is set to E (emailed).
o
If you haven’t used Option F, and are not emailing or faxing, then these fields are not affected.
Accounts Receivable Enhancements Variable month-end close. This new feature is a purchase option that allows you to calculate accounts receivable document due dates based on variable month-end statement close dates you assign. To use this feature, you must set up a terms code in Terms Maintenance (MTM) using the new choice of VM in the DUE DATE and CLOSING DATE fields. You set up the variable close dates in Options Configuration by selecting Misc Menu choice J “Variable Month-End Close Maintenance.” Activant Solutions Inc. Copyright © 2009 Activant Solutions Inc. All rights reserved.
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Eagle for the Aftermarket®
Release 19.0 What’s New
Tax rounding enhancement for Maryland businesses. The Rounding flag in Tax Maintenance has the new choice 4 = Round up from .nn01 thru .nn99 to the next penny. This addresses Maryland’s tax rounding up from .nn01 thru .nn99 to the next penny. New Sales Transaction Register Report (RTR). The purpose of this new report is to summarize the sales activity that occurs on the Eagle system over a specified period of time. RTR uses the records in the Daily Journal Viewer. You must have security bit 903 to run this report. If desired, you can assign a default report view for this report in new option 4471 “RTR default report view.” All the available print sequences produce a transaction summary section that contains Accounts Receivable Transaction Summary, Sales Totals Summary, Sales Detail Summary, and Taxable Amount Summary. Each print sequence contains particular sections: •
•
•
For print sequences 1-Document Number and 2-Document Date, the report contains sections for Invoices/Credit Memos, Payments, Adjustments, and Service Charges. Each of these sections has a separate transaction count and subtotal. For print sequences 3-Customer/Document Number and 4-Customer/Document Date, the report has a single combined section that includes all of the Invoices, Credit Memos, Adjustments, Payments and Service Charges. For print sequence 5-Counterman, the report combines all of the transaction types ( invoice, credit memo, etc) into a single section that is sub-totaled by counterman.
New option 3587 “ROA - Posting order when applying a payment across all jobs.” This option only applies when posting payments or credits across jobs (job = ALL) for an open item customer, specifically when the clerk has selected more invoices than the check amount will pay. • •
•
D = Document Date. The invoice grid re-sorts in document date order and the payment is applied in that order from oldest to newest. J = Job Number. The invoice grid remains sorted in job number order and the payment is applied in that order. This means the payment is applied against all job 0 invoices first, then all job 1 invoices, then all job 2 invoices, etc. Regardless of how this option is set, the Open Invoices grid initially displays in job number order. This option affects what happens after you select the invoices for payment and press Post or Enter.
New option 3588 “ROA - allow selection of multiple unapplied documents.” This option only applies when posting unapplied payments and credits for an open item customer. •
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O = One at a time (the default setting). Unapplied payments and credits are selected one at a time and applied to one or more invoices. Additionally, once an item is selected from the unapplied document tab, the invoice grid automatically displays. M = Multiples. Checkboxes are available in the unapplied documents grid. You can select multiple unapplied payments and credits using the row's checkboxes. Once you select rows, you must click on the Invoices tab where the system treats unapplied documents as a group that can be applied to one or more invoices.
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Revised: November 03, 2009 Page 16 of 27
Eagle for the Aftermarket®
Release 19.0 What’s New
New option 9254 “Contents of the Check # field on payments.” This option determines what prints in the Check Number column for payments on the A/R Flexible Report (RFR). • •
1 = Check number when paid by check, otherwise uses the journal number of the payment (this is the default setting). 2 = Check number when paid by check, otherwise it will be blank.
Change to existing option 3524 “Number of months of invoices to print on collated statements.” This option can now be set to a value of 997 to tell the Statement Report (RSM) to print all unpaid invoices dated within the start and closing dates you enter when running this report. New columns in the Customer Viewer. The new columns are Address Line 1 and Address Line 2. Previously there was a single column for address called Street. Having two separate fields makes it easier to create mailing labels. New option 3516 “Include lookup by email address in Customer.” Set this option to Yes to enable searching by customer's email address(s) in the Customer field. You can search by entering an at-sign (@) followed by the beginning of the customer's email address. For example, entering "@martin" will find the account 1690 that has email address
[email protected] and account 1234 that has email address
[email protected] Notes: •
To use this feature, you must frequently run the Aging Report (RAG) with update option "K," as it generates the information needed to do this lookup.
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Lookup by email address in the Job field is not supported.
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The system uses all of an account's email addresses. Email addresses entered for Customer Contacts are entered on the Names tab of Customer Maintenance (requires option 3509 "Allow access to customer contact fields in Customer Maintenance" set to Yes.) Email addresses are entered for statements on the Notes tab of Customer Maintenance (type 10, email addresses for Statements). Email addresses entered for POS invoices/orders are entered on the Notes tab of Customer Maintenance (type 11, email addresses for POS invoices/orders).
•
Activant recommends turning off the Windows StickyKeys, because typing in @ requires typing at the same time, and if Shift is held down too long it can invoke the StickyKeys dialog. Alternatively, instead of disabling StickyKeys, you could use an apostrophe (‘) for this lookup instead of using @.
New fields in Customer Maintenance •
The Main tab’s POS hyperlink has the new field “Adding Name Allowed," which controls by customer if the POS clerk is able to use the “Add a Name” selection in the Auth to Charge dialog in order to add an authorized name to allow charge tender
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Revised: November 03, 2009 Page 17 of 27
Eagle for the Aftermarket®
Release 19.0 What’s New
(assuming the clerk has security bit 580). When this field is set to No, the “Add a Name” choice does not display in the POS Authorized to Charge dialog. This field defaults to Yes. •
The Misc tab’s Resale Code field is now a hyperlink called Resale Code Expiration date. When clicked it will display a dialog for entry of the resale code’s expiration date. Refer to the POS section for a description of option 9285 “Expired Resale Code Action” and how the resale code expiration date is used in POS.
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For users who have customer contacts enabled (Option 3509 "Allow access to customer contact fields in Customer Maintenance" is Yes), there is a new Expiration Date field for each contact. This date is not required, but when entered it controls how long that contact is authorized to represent that account. Once the date is expired, that contact will no longer display in the POS Authorized to Charge list of names.
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Credit A/R Only field has a new selection “C = Charge required for sales and credits” which is only available if the "Charge Allowed" field is set to Y or P. With selection C, the only tender type available when a transaction for that account it totaled is Charge (except for ROA and Deposits). This is true for sales, credit memos, invoiced orders, recalled suspended transactions, layaways, etc. This new setting was designed to stop employees of organizations that are non-taxable and/or receive discounted pricing (usually municipalities) from using their employer's account to get a discount and/or avoid having to pay tax.
New RPPR report. The new Pricing and Rebate Plan Report prints customers' Category Pricing Plans (CPP) and Rebate Plans.
Miscellaneous Enhancements Eagle Mobile saves you time and improves customer service. As the Next Generation Mobile Platform for Activant Eagle for Windows, Eagle Mobile has an easy-to-use graphical user interface, and provides the core inventory management, receiving and physical inventory features you rely on in Eagle for Windows. You can run multiple Eagle Mobile applications simultaneously; for example, you can perform a price check for a customer while doing physical inventory counts. The applications in Eagle Mobile include Inventory Management, Location Management, Receiving by PO, Receiving by Item, Physical Inventory, Item Lists, and Label Printing. Former RF users can still use the RF applications, if desired. New option 9264 “Multiple Time Zones on System.” With this option set to Yes, POS supports local transaction time for Point-of-Sale transactions. The local time is calculated by adjusting the Eagle server time by a fixed number of hours controlled by option 9265 "Local Time Zone offset from Eagle server time in number of hours" (see option 9265, below). Companion option 9265 “Local Time Zone offset from Eagle server time in number of hours” is where you enter, by store, the time offset from the server. Enter the time offset in hours. A value of 2 indicates the local time is two hours later than the Eagle server. A value of -3 Activant Solutions Inc. Copyright © 2009 Activant Solutions Inc. All rights reserved.
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Eagle for the Aftermarket®
Release 19.0 What’s New
means the local time for this store is three hours earlier than the Eagle server. For example, if the server is in eastern standard time (EST), you would enter -1 for a store in central standard time (CST), -2 for a store in mountain standard time (MST), and -3 for a store in pacific standard time (PST). Note: Arizona and Indiana require manual adjustment when daylight savings time changes. Document Scanning enhancement. The new option 3526 “Default Document Type for document scanning” allows you to define the default for the Document Type field in the Acquire dialog of the Document Scanning Queue function. Previously, this field defaulted to Other, and if you changed it to Customer Invoice, each time you pressed Acquire it was reset to Other, making it difficult to ensure that documents import as the correct type. This option allows all "kept by" methods (system, store, user, and terminal), and defaults to "by user," which means an accounts payable clerk can have it default to Vendor Invoice, an accounts receivable clerk can have it default to Customer Invoice, etc. The choices for this option are: A = Backorder Pick Ticket B = Customer Credit Memo C = Customer Invoice D = Customer Order E = Customer Special Order F = Estimate G = Inventory Item H = Loading Ticket I = Mixed J = Notifications K=Other L=Packing List M=Pick Ticket N=Purchase Order O=Transfer P=Vendor Invoice Note: If you override the Document Type (change it to another type), that type is retained for that session of running the Document Scanning Queue. Document Archive Viewer improvement. The Lookup button is now greyed out if option 49 “Eagle for Windows document scanning feature on system” is set to No. In addition, the existing lookup called “by SKU/Vendor/PO” has been renamed to “Scanned Docs – by SKU/Vendor/PO” and this viewer's title bar has also been renamed to 'Viewer – Document Archive Scanned Documents by SKU/Vendor/PO.'” Activant Solutions Inc. Copyright © 2009 Activant Solutions Inc. All rights reserved.
Revised: November 03, 2009 Page 19 of 27
Eagle for the Aftermarket®
Release 19.0 What’s New
Enhancement to the INITAVG utility. The Osprey utility INITAVG now allows entering a Line so that you can initialize average costs on items for a single line. New Osprey utility QRTRXCNT. This utility reports to the screen the document count for each range of journal numbers and invoice numbers for a given store. It allows you to determine if there is a range of numbers with low usage so that the MIV journal number and/or invoice number range can be changed to a more open range to avoid getting duplicate document number assignments. Note that this utility can take a number of minutes for it to process. Three new options to help determine if an email recipient received their emailed document (PO, Statement, Invoice, or Order/Estimate). The options are 9191 “Blind copy e-mail address for e-mailed Purchase Orders”, 9192 “Blind copy e-mail address for e-mailed Statements”, 9193 “Blind copy e-mail address for e-mailed Invoice & Orders.” In these options, enter an e-mail address that will receive a blind copy (BCC) of the e-mailed document. A valid e-mail address is of the form
[email protected]. Note that in the case of POs, the BCC e-mail address helps confirm that a given purchase order was e-mailed, but does not confirm that the vendor received their e-mail. Also note that if you want to specify a separate in-house e-mail address for each vendor, use Vendor Notes and follow the BCC convention (where the "Joe Smith" name portion is optional): email:
[email protected] SmithIbcc You can specify a default e-mail domain in option 8707 and then set up options 9191-9193 with only the name portion of the e-mail address. For example, if you specify 'my.domain.com' as your default e-mail domain, and then in option 9191 you enter "joe.smith," the e-mail address used for option 9191 will be '
[email protected]'. New options 3123 “Include store name on emailed statements” and 3125 “Include store name on faxed statements.” Set option 3123 and 3125 to Yes if you want to include the store name on emailed and faxed A/R statements, respectively. Setting these options to Yes is only necessary if option 260 "Print Store Name on Statements" is set to No, and you are emailing or faxing statements without a logo file and need the store name to print in the statement header. Deli label support is available in Eagle for Windows POS. Set option 120 "Support for Deli Label" to Yes. See the job aid "Deli Label Setup" for setup instructions. Eagle Alerts enhancements. •
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The “Backup Failed” alert will now be given not only if backup itself fails, but if the system is unable to run the Shutdown process (of which backup is a part). The Notes field of the alert will display the reason why Shutdown failed to run (which is typically due to a report that is still running). A new alert, “Hardware Failure,” is available on systems that have raid arrays or redundant hardware (i.e. Dell PowerEdge Servers). This new alert is displayed when the system detects a hardware failure during nightly maintenance. Failures reported include the system‘s fans, power supplies, and raid drives.
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Revised: November 03, 2009 Page 20 of 27
Eagle for the Aftermarket®
Release 19.0 What’s New
Note: Beginning on release 19, any user that is set up to receive the “Eagle System Error” alert will automatically receive (or receive by email) the two alerts described above. New option 7308 “Days to keep Cash Drawer Balancing Viewer information.” This option controls how long cash drawer balancing data is stored. This option defaults to 999 days. Document Scanning Queue enhancement. The Document Scanning Queue has a new “All/None” toolbar button (its keyboard equivalent is ). This enhancement allows you to check-mark all items in the grid with one single keystroke so that you can then press Archive to add all check-marked rows to the Document Archive. This new button toggles between checking the items in the grid to un-checking the items in the grid.
General Ledger Enhancements New Control Number Viewer. The existing control number display in the View General Ledger Detail (GINQ) window has been replaced by a true control number viewer. The T-Account button in GINQ now brings up this new Control Number Viewer. You can also access it from the Eagle Browser by entering CNV in the Launch bar, or by clicking “Control Number/T-Account Viewer (CNV)” in the General Ledger Daily Procedures sub-menu. This viewer allows you to see all entries associated with a control number on one screen, see more detail about every entry, export the data, and more. Once in the viewer, you can easily display the information for another control number without leaving the viewer. Accessing this viewer requires existing security bit 364 “View G/L account inquiry (GINQ), balances, and Control Number/T-Account Viewer.” Easily make changes to a T-Account entry in the General Journal (GGMU). Option 9027 “Require use of the control number assigning "T-Accounts" entry in GGMU” must be set to Yes to use this feature. With this feature, when you want to change a General Journal (GGMU) entry, the system displays all entries with that same control number in the add / change T-Account window. This window allows you to make any change to the contents of the control number as long as the control number is in balance when it is posted back into GGMU. Warning when deleting part of a T-Account entry in the General Journal (GGMU). Option 9027 “Require use of the control number assigning "T-Accounts" entry in GGMU” must be set to Yes to use this feature. If you try to delete part of a T-Account, the Eagle displays a warning message that all journal entries with that control number will be deleted. If you answer Yes, the system deletes the entire T-Account. This new feature prevents out-of-balance T-Accounts from being posted to the General Ledger. G/L pass-off of inventory shrinkage adjustments. For ITR users, the Eagle now supports passoff of inventory shrinkage adjustments to the general ledger by shrinkage type. Previously, the shrinkage pass-off from ITR could only be passed off by department or store. To begin using this new capability, you must do the following: •
Set option 3061 “Create G/L trx’s from ITR records for standard inventory adjustments” to Yes if it isn't already
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Revised: November 03, 2009 Page 21 of 27
Eagle for the Aftermarket®
• •
Release 19.0 What’s New
Finalize any existing Shrinkage adjustments by running General Ledger Passoff (GLP) In the Set up G/L Passoff (GLSET) window, set up the "by shrinkage type" accounts you want to use. In GLSET you will see entries for each shrinkage type account by store. The Type column will say “Shrinkage Type by Store,” the St column will identify the store, and the ID and ID Description columns will display the one-character "type" assignment and definition you set up in the Shrinkage History Type Assignments window (accessible from the GoTo menu in Inventory Maintenance).
GLP uses the following hierarchy in determining the G/L account to which to pass shrinkage: • • •
1st: if the GLSET entry for the Shrinkage Type by Store has an account, the change in inventory is recorded to that account 2nd: if the account for the Shrinkage Type by Store is blank, then GLP uses the account for the items's department (Dept – Shrinkage) 3rd: if the account for the item’s department is blank, then GLP uses the account for the item's store (Store – Shrinkage)
New Expanded Format for Profit and Loss Financial Statements. The General Ledger Profit and Loss Financial Statements have been enhanced to take advantage of the Expanded Format Reporting functionality of your Eagle system. Prior to this enhancement, the maximum number of columns supported on GL Profit and Loss Statements was four (with or without ratios). The new expanded format is a six-column P & L with ratios. The additional columns provide room for multiple sets of the comparative figures you choose (e.g. budgets, prior year, prior period, variance, etc.), presenting them side-by-side with your current period and year-to-date figures, resulting in a more informative P & L. Use the General Ledger Statement Specifications (GSMU) window to set up a new P & L Statement Specification or modify an existing one, as follows: •
• •
• •
Select the Data Type (A=Actual, B=Budget, V=Variance) to be print in columns 1 thru 3. Data type “V” is valid only in the 3rd column and indicates the column will be calculated as the variance, or difference, between the values in columns 1 and 2. Select Curr/YTD (C=Current, Y=YTD) for each column where you have selected a data type of “A” or “B.” Select the Fiscal Year by entering a positive or negative value (relative to the current year) for each column where you have selected a data type of “A” or “B.” Leave blank for the current fiscal year. For any column where you have selected a data type of “B,” enter the desired Budget Code in the Budget Code field for that column. Set “Print Next Run?” to “X” (toggle thru the valid values until “X” appears) to specify the Expanded Format Statement.
The Expanded Format P & L reporting process produces the six-column statement from the three-column statement specification (any settings for column 4 are ignored) as follows: •
Report columns 1 through 3 are populated according to the statement specifications for columns 1 through 3.
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Eagle for the Aftermarket®
•
Release 19.0 What’s New
Report columns 4 through 6 are populated automatically by referencing the same statement specification settings (columns 1 through 3) after toggling the Curr/YTD setting for each column. For example, running an Expanded Format P & L for a statement specification with column 1 set to “C,” column 2 set to “Y,” and column 3 set to “Y” produces a 6-column P & L where column 1 contains “C”=Current values, column 2 contains “Y”=Year-to-Date values, column 3 contains “Y”=Year-to-Date values, column 4 contains “Y”=Year-to-Date values, column 5 contains “C”=Current values, and column 6 contains “C”=Current values.
Note: Both Standard and Expanded Format Financial Statements may be selected within a single Financial Statement Report (RGFS) job; however, because the output is of each type has different spooling, printing, and viewing requirements, your Eagle system automatically separates them. When this occurs, and you have specified that the report be spooled, two line items will display in the spooler, one containing the standard format and the other the expanded format.
Security Enhancements The following are the new or modified security bits for Release 19.0. •
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•
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Bit 670: This existing security bit has been changed to a manager override bit. Thus, the description has been changed to “(MO) Ability to change the Terms, Tax, Salesperson, and Resale # in POS.” This bit works in conjunction with the new bit 889 “(MO) With bits 670 & 889, allow change. With bit 670 only, MO required.” Bit 734: "Ability to view/change cost or retail in MPO and MRV." When set to No, the cost and retail fields will not show in the posting area or grid. Nor will the P.O.'s total cost show on the header or posting screen. This applies to both creating a P.O. and receiving a P.O. This bit also applies to Advanced Receiving Windows MRV (the MRV piece won’t be implemented until release 19.1). Bit 889: "(MO) With bits 670 & 889, allow change. With bit 670 only, MO required." This new bit controls the ability to change the Terms, Tax, Salesperson, and Resale Number fields in the POS header. If a clerk has bit 670 and 889, they can change these fields. If a clerk has bit 670, but not 889, they can change these fields but only with a manager override. If a clerk does not have bit 670, then bit 889 has no effect. When 670 is No, these fields will be greyed out. Bit 684: This existing security bit has been reworded to “(MO) Allow override of Store Voucher/Gift Card requirement on POS Refund” to extend it to control the ability to cancel out of the totals prompt to issue a gift card when the customer is due a refund. Bit 885: "Allow user to manually enter account number in customer quick add." This new bit allows the user to manually enter a customer number in the customer quick add field. If this bit is set to No, the customer number field is not accessible to the clerk and the terminal must be set up within Customer Maintenance with the option to auto-assign customer numbers. If this security bit is No and the terminal is not set up to auto assign customer numbers, the clerk cannot add a user in customer quick add. Also note that if
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Revised: November 03, 2009 Page 23 of 27
Eagle for the Aftermarket®
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Release 19.0 What’s New
this security bit is set to No a clerk cannot enter a customer number to display and change customer information. Bit 886: "Ability to make changes on the Sales tab of Customer Maintenance." Setting this bit to Yes allows the user to change values on the Sales tab of Customer Maintenance. Bit 887: "Change/Delete physical inventory counts for other users." This new bit controls the ability for a user to change or delete a count entered by a different user. Set this bit to No to disallow changing or deleting a count done by someone other than the user who entered the count. This security bit is checked in Windows Physical Inventory Posting (PIP), RF PIP Mode, File Maintenance Mode (not until release 19.1), and Eagle Mobile Physical Inventory (not until release 19.1). Note: Since this bit was not implemented in legacy PIP/QPIP you should set security bit 890 “Access legacy physical inventory functions PIP/QPIP” to No. Bit 888: “Display/Change retail in Eagle Mobile Receiving.” This new bit controls the ability to view and change the retail in Eagle Mobile Receiving. When set to No the item’s retail will not display. (This security bit will not be implemented until release 19.1) Bit 898: "Add/Change/Delete Enhanced Price Formulas." This new bit allows you to use the Add, Change, and Delete keys in Maintain Price Formulas screen in Item Price Changes (IPC). Bit 899: This new bit allows you to "Access Pending Transfers Viewer." Bit 901: "Allow transfer from outside store group." This new bit only applies to "Sourcing by Transfer" and if option 9238 "Default 'From Store' to a specific store group or all stores?" is set to G (group). This bit determines if a store outside of the normal transfer store group can be used when sourcing by transfer. Refer to option 9238 for more detail. Bit 903: "Allow sales transaction register report." This new bit allows access to the new A/R Transaction Register report (RTR). Bit 904: "Allow Pricing and Rebate Plan Report." This new bit allows access to the “Pricing and Rebate Plan Report (RPPR).” Bit 905: "(MO) Ability to change the Sales Rep field in POS." This new bit allows you to change the Sales Rep field in the POS header and in the Posting Menu's 'Enter Additional Information' dialog. When this bit is set to No, a manager's override is required to be able to change this field. Note: This bit applies to all situations, even entering a sales rep when it is blank. This security bit only applies if option 9299 "Show Sales Rep field in the POS header" is set to Yes. Bit 909: "Add Multiple Ship To accounts in POS." If this new security bit is set to Yes, the clerk can access the “Add Ship To Record” choice in the Misc Menu of the Multiple Ship to Viewer within POS. Bit 910: “Change the vendor on a purchase order.” If this new security bit is set to Yes, and security bit 212 “Change purchase orders” is also set to Yes, you can change the vendor on an existing purchase order.
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Eagle for the Aftermarket®
Release 19.0 What’s New
Enhancements and Resolved Issues (PCRs)
Enhancement – LaserCat 3 has the ability to view Quantity on Hand at other locations via a button that displays part number information for the highlighted item. Information displayed is similar to the Point of Sale info-by-store screen. This feature only works when using embedded LaserCat 3, option 2651 “Allow Multi-Session LaserCat with Point-of-Sale?
Enhancement – Eagle now has the ability to transmit automatically created Credit and Defect POs to an A-DIS. Manually created Credit or Defect POs are not part of this and cannot be transmitted.
Enhancement – The following features of Radio Frequency (RF) are only enhancements when using Eagle Mobile and not included in Legacy RF applications. See Eagle Mobile in the detailed section above under Miscellaneous Enhancements.
Enhancement – Radio Frequency (RF) now uses expanded capabilities for manufacturer code and part number. Line code is now three characters, followed by a space and then part number is 30 characters.
Issue Resolved – When trying to add a UPC to a part during physical inventory, using Radio Frequency (RF), the program always comes back and says item not found when you type in the line and part when the line and part exists.
Enhancement – You now have the ability to add Bin Label Report (RBL) to an End of Day queue. In addition, when RBL completes you can launch Label Manager with parts where price has changed too automatically produce labels using the report file 6 = Previous Bin Label.
Enhancement – Total Units Ordered/Shipped are now available to print on Enhanced Forms.
Enhancement – The following fields have been added to Inventory Import Tool: Alternate Part Number, Cross Reference Part Number, Location2 & Location3. See detailed section on Inventory Import [Create Hyperlink.]
Issue Resolved – The Eagle system can now create and display large reports in a PDF format instead of XML based spooled reports. This resolves the issue where large reports, over a 1000 pages, would often fail to display and the PC would experience an 'out of memory' error. Use option 96, Report viewer segment size and 9368, Report viewer large format file segment size. to control how the systems creates XML or PDF documents.
Enhancement – Province Code was added to the Canadian Province tables on the main tab of Customer Maintenance (MCR). In addition, the code for Newfoundland was changed from NF to NL.
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Eagle for the Aftermarket®
Release 19.0 What’s New
Enhancement – Improved performance of Report Queue Manager with respect to running large numbers of small jobs.
Enhancement – You are now able to have up to three Point of Sale sessions, with LaserCat, running on one terminal. This enhancement requires setup in NTA and is controlled by using option 2651, Allow Multi-Session LaserCat with Point-of-Sale and security bit 640, Allow multiple WinPOS sessions.
Issue Resolved – Resolved the issue of when a Counterperson issues a credit – applies a 10% surcharge on a line item or the discount doubles if the credit is below cost.
Issue Resolved – Warehouse Inquiry was enhanced so only AConneX sellers are shown in the vendor choice list.
Enhancement – On transfer documents, the Part's location of the source store is printed.
Enhancement – Interstore transfers will print the quantity available of the ‘from’ store rather than the store that originated the transfer. To use this feature please contact your Activant Professional Services team since this enhancement requires changes to the Enhanced Forms on the Eagle system.
Enhancement – Quick Save/Recall now includes quotes.
Enhancement – When an end user or customer types in a different ship-to address on an incoming AConneX order, it is included with the transaction. The address is informational only and is not added as new ship-to in the system.
Enhancement – Return Validation on Cores when sold using E, Core Exchange, is now available.
Enhancement – A new alert for Interstore transfers has been added. You can create an alert to note the Quantity on Hand in both the from and to locations.
Enhancement – You can use one of the Four Order Points, part of 18.2, as a 'reserve stock' quantity to prevent a fixed quantity from being transferred when using the Suggested Order Report (RSO)
Issue Resolved – Resolved formatting issues for the Purchase Order Report (RPO), where reports three pages or longer would display blank pages if the last line on a page included a core.
Enhancement – Option C, “Consolidated Multi-Store Parts to Main Store” now exist in the Suggested Order Report (RSO). This option allows you to include other stores' demand to create a PO representing multi-store demand yet will be created for a single store (the lock-in store that is used with the specified vendor). Receipt of this PO updates the single store/warehouse only.
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Revised: November 03, 2009 Page 26 of 27
Eagle for the Aftermarket®
Release 19.0 What’s New
Enhancement – eInvoice performance was improved by running receipts in parallel whenever possible.
Enhancement – Overstock column has been added to PO Posting Grid which gives you the ability to sort purchase orders by overstock amount and make more informed purchasing decisions. This information was what previously displayed in the bottom of the PO Posting screen and only for the part highlighted in the grid.
Enhancement - A new ‘Sent to Vendor’ status is now available on the PO header screen and reflects transmitted, faxed, or printed POs. In addition, the user can manually set the status.
Issue Resolved - An initial receipt of a PO can be flagged as "on dock" from the PO header screen to note that a PO has been physically received (though items have yet to be verified/received)..
Issue Resolved – Compass 4.1 connected to a Release 19 system, now has the data elements to print a Summary Inventory report by Line and Subline which is equivalent to the J-CON 2.19 report.
Enhancement – A new Pricing and Rebate Plan Report (RPPR) has been added to Eagle so you now have the ability to print customer pricing plans for customers or a single Line and Subline. This report is similar to the J-CON 4.6 and Prism IVPP.
Issue Resolved – The A/R Flexibility report has been updated with new Flex Report names and Fields to allow you to print an ROA payment report by date or a range of dates.
Issue Resolved – On the Vendor Rebate Report (RRB), the issue of it ignoring the Line From/To range has been resolved.
Issue Resolved – The Physical Inventory History Report (RPH) now prints Line and Part Number instead of the shadow SKU when using options G, H, and O.
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Revised: November 03, 2009 Page 27 of 27
