What's New on Release 21.1 - Epicor

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to this unusually high amount of cash (option 9799’s setting is irrelevant sinceoption 9797=0).• <strong>New</strong> security bit 1018 “(MO) Ability to do cash drop after maximum cash lockout.” Thisbit controls the ability to perform a cash drawer cash drop once the cash in the cashdrawer has reached the maximum amount entered in option 9798 “Cash Drawer –Maximum Cash Lockout Amount.” If the clerk has this bit (as well as bit 552 “Allow NoSale option for Paid Out”), then after receiving the message that the drawer is lockeddue to cash over the maximum, the clerk can perform a cash drop to reduce theamount of cash in their cash drawer. Otherwise, a manager override is required to dothe necessary cash drop. Also refer to related option 9797 “Cash Drawer – Cash DropWarning Threshold.”• Two new Alerts a manager can receive in their Alert User Profile for managing CashDrops: “Cash Drawer Cash Drop Needed” (option 9797 must be greater than 0) and“Cash Drawer Lockout” (option 9798 must be greater than 0). Note: Both of these alertssupport the Signon Store Only capability in Alert User Profile so that a manager can getthis alert only for their store.• Cash Drawer Balancing Viewer now has columns for each individual paid in/out. Inaddition to the existing column for the net of the paid in’s and out’s, now the viewer hastwo additional columns for each paid in/out – the amount and the number taken for each.The column headings for each will be the Description entered in PDO for the paid in/out.• <strong>New</strong> option 8852 “Print 2 copies for these Paid Outs (Paid Ins)” can be set to Yes to printtwo copies of the “Cash Drop” paid out: one copy to go along with the cash removedfrom the drawer, and one copy to place in the drawer. Note: This option has a multiselectlist of up to nine Paid Ins/Paid Outs, so you can tell the system to print two copiesfor particular Paid In/Paid Outs, or for all of them.Tip: If you are using option 9798, in PDO set the description of the paid out you are usingto do cash drops to “Cash Drop”. If the maximum is reached and the clerk has bit 1018 (orgets a manager override), they are taken immediately to the Cash Drop paid out insteadof having to select one from the Paid Out/In menu.Accounting for a cash drop in General Ledger: Each Paid Out (and Paid In) can have itsown GL account; therefore, designate one of the paid outs to be used for Cash Drops.The system will credit your cash account and debit the GL account number entered in theSet Up G/L Passoff window for this paid out. If you enter your normal cash accountnumber as the Cash Drop paid out’s GL account number in the Set Up G/L Passoffwindow, then it will be a wash since it will credit and debit the same account number. Formulti-store users: Since your cash account is probably different in each store, your CashDrop paid out GL account would also be different in each store (but always the same asthe cash account for that store).Open Orders/Pick Tickets Report (ROO) Enhancement<strong>New</strong> report option I “Print Item Location (Large Format Only).” This is only available whenprinting the ROO with Large Format=Yes. It is not available when printing Pick Tickets withOption P (since it is printing an enhanced form, not a report). When you use option I, the item’sWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 10
location prints at the end of the detail line after the gross profit percent. If an item’s location fromInventory Maintenance was overridden during posting, that new location prints; otherwise, itprints the current location in Inventory Maintenance.<strong>New</strong> Option for Internal Comments<strong>New</strong> option 9821 “Prompt if internal comments should print when using Save and Print."Typically, comments marked as internal do not print; however, if this option is set to Y “Ask anddefault to Yes” or X “Ask and default to No,” then when using Save and Print after totaling anorder, the clerk is asked if the “internal comments” that exist on the order should print. Thisoption applies to Orders, Special Orders, Service Orders, and Layaways. It does not apply toEstimates or Transfers. Note: If the transaction does not contain internal comments, this promptdoes not display. When setting this option’s value, if clerks typically answer this question Yes,then set this option to Yes. Otherwise, set it to X.Launch an Eagle for Windows Application from POSExisting option 9290 “URL in POS posting area’s ‘Additional Information’ dialog” now lets youuse the URL to launch Eagle for Windows applications by entering a leading “$” followed by theapplication’s shortcut. For example, enter “$DSQ” to launch Document Scanning from the POSAdditional Information dialog. Note: If you don’t know the shortcut of the program you need, youcan type DSKLNK in the Launch Bar or from the Eagle Browser, click Utilities, then click CreateDesktop Shortcut to find a list of all Eagle for Windows program shortcuts. Remember to setoption 9291 to define a label for the link, such as “Scan Document.”Customer QuickAdd Option Has Been EnhancedOption 9129 “Require specific fields when adding account using POS Customer QuickAdd” hasbeen changed from a Yes/No option to a multi-select list, so you can now select those fields thatyou want to have as required fields when adding a customer in POS Customer QuickAdd(header menu choice 8). Note: In the POS QuickAdd dialog, each field selected in this optionwill have its label preceded with an asterisk (*) to indicate it is required. If the clerk leaves anyone of the selected fields blank and presses Add, he/she is prompted to enter a value in thespecific field or fields. This option only applies when Option 5432 “Allow quick add ofcustomers/jobs in POS” is Yes, and only applies to adding a customer. It does not apply whenmaking a change to an existing customer. The E-mail selection appears in this dialog if option3509 “Allow access to customer contact fields in Customer Maintenance” is set to Yes.Loyalty ID # appears in this dialog when option 1182 “Loyalty Program” is not set to None, Do ItBest Time After Time, or Ace Rewards.POS Item QuickAdd has been Enhanced<strong>New</strong> option 9859 “Required field for POS QuickAdd of Non-Stock Items.” lets you determinewhich fields must be filled in when adding nonstock items. This option applies when usingtemplate items in POS posting to add non-stock (special order) items to inventory. Checkmarkeach field in this list that you want to be required in the Add Part dialog. All fields display in thedialog, but only those selected in this option are required. An asterisk displays next to the fieldsyou have designated as required. Note: Line, Part, Description, Order Qty, Stocking Unit (orPricing Unit if the template is an L-Type [lumber] record), Purchase Unit, and Additional Storesare always required.What’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 11
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What's New on Release 21.1 - Epicor

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