What's New on Release 21.1 - Epicor

<strong>New</strong> Option Makes Manual Receiving Easier<strong>New</strong> option 9856 “Using 'Click Mode' in Windows Receiving?” is useful if you manually enterreceipt quantities on purchase orders (versus using RF or Eagle Mobile Receiving), andparticularly if you receive merchandise in multiple shipments (the Backorder field is set to Yes).With this type of PO, you must use receiving method E (receiving by exception) and enter thequantity for items received (whether partially and fully received), and the untouched itemsremain on the PO on backorder. Using the Click Mode, receiving fully received items is mucheasier because you simply click the checkbox at the beginning of that row, and the systemautomatically moves the Quantity on Order (QOO) amount to the Qty Received column.Set option 9856 to Y if you want a purchase order received with method E (receiving byexception) to always be in click mode; set to P if you want the system to ask you if you want tobe in click mode, defaulting to Yes; set to X if you want the system to ask you if you want to bein click mode, defaulting to No; and set to N if you do not want to use click mode.With click mode enabled you can:• Click the checkbox of an item whose full order quantity was received. The systemautomatically receives the quantity ordered.• Click an item where a partial amount of what was ordered has been received. The itemdisplays in the posting area for you to enter the quantity received and press Enter topost• Delete any item not received and not backordered from the PO.• Remaining untouched items will remain on backorder.Once all quantities have been received, you must press F5 to finalize your work in the ClickMode.Note that the Click Mode is session-specific. You can turn it on and off from the Header screenusing the hyperlink “Click Mode Enabled” (or Disabled), and from the posting screen by usingMisc Menu R "Toggle Receiving Click Mode." Also note the following: If you forget to clickChange, the following warning displays: “Auto receipts (checked rows) haven’t been finalized.Select Yes, then press to finalize them.” If you accidentally click the wrong row/item,simply uncheck the checkbox (by clicking on it) and this will reset that line’s QOO and QtyReceived to the original values.Windows Accounts Receivable EnhancementsAge Statements’ Unapplied Credits and Payments Based on Due DatesStatement Report (RSM) new option H “Age unapplied credits and payments for Open Itemaccounts based on Due Date.” This option works the same as the Aging Report (RAG) option Ythat became available on release 20.1. You must have existing option 3556 “Calculate duedates on unapplied credits same as invoices” set to Yes in Options Configuration so thatunapplied credits have a due date based on terms. Use RSM Option H to have unappliedcredits for Open Item Accounts age based upon their Due Date period. If you do not use optionWhat’s <strong>New</strong> on Release 21.1--Eagle for the Aftermarket Page 23