Eclipse Release Feature Summary. Release 8.7.7

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1 Eclipse Release Feature Summary Release 8.7.7

2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Epicor Eclipse Online Help Documentation Release Copyright Epicor Software Corporation All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. Publication Date: February 7, 2014

3 Table of Contents Eclipse Release Feature Summary... 1 Eterm and Solar Indications... 1 Job Management Enhancements... 2 Shipment Summary Tab... 2 Send Submittal Page... 3 Internal Notes for Returns... 3 Bill-To and Ship-To Address Lines... 3 Change Orders with Negative Amounts... 4 Shipping Status Report... 4 Customer PO # Field Length... 4 Job Management Admin... 4 Hiding Bid Components when Printing... 6 Direct Through Stock Inventory... 7 Direct Through Stock Reporting... 7 Direct Through Stock Orders... 8 Direct Through Stock Queue Direct Through Stock Shipments Direct Through Stock Transfers Direct Through Stock Inventory Adjustments Direct Through Stock Customer Credits Direct Through Stock A/P Entry Details Direct Through Stock in Job Management Job Detail and Lien Information Customer Request Enhancement Overview Customer Maintenance for Job Information Job Information Window Downloading Job Information Credit Lien Report Batch Invoice Printing Eterm Updates Account Payment Selection Authorized Signature Validation for Checks iii

4 Eclipse Release Feature Summary Customer File Maintenance Enhancements Customer Part Number Required Customer P/O Line Numbers Customer P/O Number Format Validation Parent Statement Printing Enhancement Eterm Updates Customer Pricing and Printing Information Window Combining Suggested Purchase Orders Example 1: Combining P/Os for a Single Branch Example 2: Combining for Multiple Branches EDI Lot Order Matching EDI 810 Auto-Match Lot-Billed Products EDI 810 Auto-Creating 856 Documents EDI 810 Review Queue Updates Mass Loading EDI Trading Partner Settings Expedited Shipment Information Non-Stock Creation Additional Fields Small Project Jobs Automatic Lot Number Assignments Eclipse Reports Enhancements ICE for Eclipse: User-Defined Table Schema Mapping Enterprise Search Web Integration Enhancements New Transactions New Classification IDs New and Updated Authorization Keys in Release New and Updated Control Maintenance Records in Release iv

5 Eclipse Release Feature Summary The following documentation provides brief descriptions of new or enhanced functionality in Solar Eclipse Release Each major product addition or enhancement is discussed briefly on its own page. For complete information about new or enhanced functionality, refer to the Release online help installed with your upgrade. Access the online help using on the links in each topic or pressing F11 from any window. Note: Starting with Release 8.6.7, new features are documented in the Solar Eclipse online help only. If you use Eterm and need assistance with features described in the Feature Summary for Solar Eclipse Release document, please contact Eclipse Customer Support using the web portal or by calling (508) Eterm and Solar Indications This release incorporates changes that are available in Eterm, Solar Eclipse, or Solar Eclipse only. Each feature description includes one or more of the following icons to help you determine which features apply to each interface. - The feature is available in Eterm. If you are upgrading from a previous version of Eterm and are not using Solar Eclipse at this time, you can access the features in the Eterm interface. - The feature is available in the Solar Eclipse interface. If you are upgrading from a previous version of Solar Eclipse or are moving from Eterm to Solar, you can access the features in the Solar Eclipse interface. Solar Eclipse licenses are required to use the features in the Solar Eclipse interface. - This feature may be available in both Solar and Eterm. The User Friendly Organization (UFO) provides Epicor Eclipse with suggestions on how to make Eclipse more userfriendly. In each release, we indicate which enhancements we were able to provide based on those recommendations Epicor Software Corporation. All rights reserved. 1

6 Eclipse Release Feature Summary Rel Job Management Enhancements Job Management is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. The following items have been modified or added to Job Management Version : New columns on Shipment Summary tab. New selections on Send Submittal page. Internal Notes for Vendor Returns Bill-To and Ship-To Address Lines Extended Change Orders with Negative Amounts Direct Through Stock Enhancements Shipping Status Report Customer PO # Field Length Job Management Admin Control Maintenance Record Solarized Hiding Bid Components when Printing Shipment Summary Tab In Release , the Shipment Summary tab displays two new columns: Req. Release - Date by which materials need to be released from hold. Req. On Site - The date material is required on the job site Epicor Software Corporation. All rights reserved.

7 Rel Release For more information about this tab, see Entering Shipping Information for Items in the Job Management application online help. Send Submittal Page In Release , the Send Submittal page in the Attach Specification Sheets area now has a Select All and Select None links to assist you in attaching documents to multiple line items. Internal Notes for Returns In Release , Job Management now provides the option to add internal notes to a return order. These notes display in the Header tab for the return generation of the sales order. For more information see Returning Job Material to Vendors in the Job Management application online help. Bill-To and Ship-To Address Lines In Release , Job Management now displays all address lines as entered. The Bill-To Address and Ship-To Address has been extended to allow up to ten lines Epicor Software Corporation. All rights reserved. 3

8 Eclipse Release Feature Summary Rel Change Orders with Negative Amounts In Release , you can now create change orders with new fixture or components with negative amounts. They can change an item to a negative amount, if none of the material on the change order has been received. The only exception is lot orders which cannot be added with negative amounts on them. Shipping Status Report In Release , the Shipping Status Report has been adjusted to show the complete address for a customer on the ship-to information. Customer PO # Field Length In Release , the Customer P/O # field on the Default Settings area of the Info/Settings screen now allows 20 characters to align with traditional Eclipse data. For more information, see Awarding Jobs to Customers in the Job Management application online help. Job Management Admin In Release , the Job Management Admin control maintenance record has been completely incorporated into Solar Eclipse. Many of these settings are mirrored in the Job Management tool under the Admin button: Epicor Software Corporation. All rights reserved.

9 Rel Release You can now access these control through Eclipse without having to launch Job Management. You can maintain these settings in either Job Management OR Solar Eclipse depending on what is more convenient for you. The information is relayed to Job Management as soon as you click Save. The new version of the Job Management Administrator Settings tool splits the information into three windows: Default Settings tab: Additional Options tab: 2014 Epicor Software Corporation. All rights reserved. 5

10 Eclipse Release Feature Summary Rel Shipments tab: For more information, see SOE General Control Maintenance Records in the Control Maintenance documentation or Job Management Setup Overview in the Job Management application online help. Hiding Bid Components when Printing In Release , you can now restrict the printing of bid components. The part numbers display for the quote, but the quantities are hidden Epicor Software Corporation. All rights reserved.

11 Rel Release Direct Through Stock Inventory Customer Request "Our business handles a lot of material for our customer's jobs. As an added service we agree to warehouse their material as long as they pay for the material that in our warehouse. In Solar Eclipse, there is no clear solution to handle this and we are using work-around processes that are very time consuming. Additionally, there is no true audit on this process." Enhancement Overview With Release 8.7.7, there is now a new core process to handle customer-owned inventory, known as Direct Through Stock (DTS) Inventory. The process begins with the original quote and goes through creating Direct Through Stock purchase orders. A new Direct Through Stock Queue populates with all the sales order, purchase order, and product information. The Direct Through Stock Queue is a hub for everything related to DTS. You can create shipments to send material to customers. Branch transfers move DTS inventory to another location to make it easier for your customer to pick up. Adjustments in the queue fix inventory discrepancies. You can also create customer credits for any leftover material that customers end up not using for their job. Direct Through Stock Reporting The Inventory Valuation Report provides the option of selecting DTS inventory. Additional columns related to DTS have also been added to our standard column selection screen for this report. The Product Sales report provides the option to select DTS orders, include, exclude, or select one customer. This reports all Direct Through Stock Orders and Shipments. Eclipse Reports has a new report source for the Direct Through Stock Queue information. In addition, there are links to product, customer, vendor, and all DTS order information. The following topics explain the new features available for DTS Inventory: Direct Through Stock Orders Direct Through Stock Queue Direct Through Stock Shipments Direct Through Stock Transfers Direct Through Stock Inventory Adjustments Direct Through Stock Customer Credits Direct Through Stock AP Entry Details Direct Through Stock in Job Management Eclipse Reports Enhancements 2014 Epicor Software Corporation. All rights reserved. 7

12 Eclipse Release Feature Summary Rel Direct Through Stock Orders Feature Summary Details In Release 8.7.7, a Direct Through Stock option has been added to the Edit Order > Change Order Mode menu and from the Edit menu on the Sales Order Entry Status tab. The following prompt displays when selecting the new option: Selecting Yes forces all generations to be converted to Bid mode. The reason for this is to keep the entire order, no matter the number of generations, as either a Bid or a Direct Through Stock order. Mixing stock shipments and Direct Through Stock orders is not allowed. The Direct Through Stock Details window displays all the products and generations. Use this detail window to create the DTS purchase orders. We recommend using Detail Scheduling based on the various vendors to make sure your sales order is fully ready before converting to a DTS order. After conversion, the different generations are specific to each vendor's material Epicor Software Corporation. All rights reserved.

13 Rel Release After you create purchase orders, the system displays the Direct Through Stock Sales Order and a separate purchase order that are linked together. Each is clearly labeled as a Direct Through Stock order. The Order Summary Pane also displays the related order numbers for each generation. DTS sales orders display the DTS purchase order number: Note: We highly recommend testing your forms after upgrading. The Direct Through Stock purchase orders should print with a Direct Purchase Orders title on the form. Direct Through Stock shipments should print with a Direct Through Stock Shipments title. If you find forms are not printing, contact Eclipse Customer Support using the web portal or by calling (508) DTS purchase orders display DTS sales order numbers: The DTS sales order and the DTS purchase order are linked, but updates must originate from the sales order. Changes flow to the purchase order. The exception for this process is during the receipt of the purchase order. You handle updates from the purchase order regardless of a RF or manual warehouse environment. However, you cannot receive an amount that exceeds the purchase order amount. That order needs to be completed through the sales order Epicor Software Corporation. All rights reserved. 9

14 Eclipse Release Feature Summary Rel Since the DTS sales order is used to bill the customer, it is very important that the purchase and sales orders stay in sync. Changes to order quantities and COGS must be done on the sales order. These changes are only allowed if the purchase order is still open and the line item is not completely received Epicor Software Corporation. All rights reserved.

15 Rel Release Direct Through Stock Queue Feature Summary Details After creating orders, the Direct Through Stock (DTS) sales order, purchase order, and product information is available using the new Direct Through Stock Queue. The DTS Queue houses all the DTS product information for each branch including: Branch Customer (ship-to) Vendor (ship-from) Product Job Name (Job Management or Job Bid Name) Job Number (Job Management) Completed Items (Quantity received and completely shipped) Use the Direct Through Stock Queue to purge and remove completed items based on invoice date and how many months of data to keep. The queue also provides different views: Transfer View, Customer Credit/Adjustment View, Job Details View, and the User-Defined View Manager ( ) to make sure that you can display the most useful information for your company Epicor Software Corporation. All rights reserved. 11

16 Eclipse Release Feature Summary Rel Direct Through Stock Shipments Feature Summary Details In Release 8.7.7, you create Direct Through Stock (DTS) shipments directly and only from the DTS Queue. After products are received, they display as available in the DTS Queue to be shipped out to the customer. Use the Action Qty column to indicate the amount to ship for each product needed. The Create Shipment option triggers the system to create the shipment with zero pricing and cost. These shipments have no impact on the General Ledger and are used only has shipping documents. Note: We highly recommend testing your forms after upgrading. The Direct Through Stock purchase orders should print with a Direct Purchase Orders title on the Epicor Software Corporation. All rights reserved.

17 Rel Release form. Direct Through Stock shipments should print with a Direct Through Stock Shipments title. If you find forms are not printing, contact Eclipse Customer Support using the web portal or by calling (508) Epicor Software Corporation. All rights reserved. 13

18 Eclipse Release Feature Summary Rel Direct Through Stock Transfers Feature Summary Details In Release 8.7.7, you must can handle branch transfers for Direct Through Stock (DTS) material through the Direct Through Stock Queue. The transfer is created with zero dollars and cannot be edited. Users can ship and receive the amounts that were entered in the Action Qty field in the DTS Queue. The system stores the transfer information in the DTS Queue so you can track your DTS material Epicor Software Corporation. All rights reserved.

19 Rel Release Direct Through Stock Inventory Adjustments Feature Summary Details In Release 8.7.7, you can use the Direct Through Stock (DTS) Queue to create negative and positive adjustments, if you are assigned the new DTS.ADJ.INCREASE and DTS.ADJ.DECREASE authorization keys. You must use the DTS Queue to create the adjustments. Since DTS material is owned by the customer, any inventory shortage must be adjusted and replaced. Use the Action Qty field in the DTS Queue to enter negative or positive values for the material. Increasing DTS inventory should be for replacing lost DTS inventory. The Customer Credit/Adjustment view adds a location column so you can specify what location to adjust for the product. The Adjusted Qty field displays a negative number until you adjust the inventory back into the customer's DTS inventory. Location changes can be made through Product Location Maintenance or RF Location Maintenance to move DTS material to another warehouse location. users can change locations as long as the on-hand quantity does not change Epicor Software Corporation. All rights reserved. 15

20 Eclipse Release Feature Summary Rel Direct Through Stock Customer Credits Feature Summary Release There are times when material ordered for a customer or job is no longer needed. You can adjust the Direct Through Stock (DTS) inventory and adjust back into stock, or create a customer credit order for the material. You can credit a customer for the inventory they do not need using Direct Through Stock Queue and put that inventory back in your standard on-hand locations. The Create Credit Order option in the DTS Queue creates a standard Eclipse credit sales order and displays the each product credit in Return Goods Verification. The Original Sales Order Field populates with the original DTS order used to bill the customer. All other return options remain the same, including changing the Return Quantity Type to send this to the Return Goods Queue. If the customer was never invoiced for the material, the credit is not allowed. The Direct Through Stock Credit Order Defaults control maintenance record defines thee default ship via and shipping instructions. You can use the shipping instructions to alert the user that this is not a standard credit sales order and the material is already in the warehouse in a DTS location. The body of the sales order displays the location where the product is in the warehouse as an attached comment Epicor Software Corporation. All rights reserved.

21 Rel Release Epicor Software Corporation. All rights reserved. 17

22 Eclipse Release Feature Summary Rel Direct Through Stock A/P Entry Details Feature Summary Details In Release , the Accounts Payable process for vendor invoices remains standard until you must make quantity or cost changes. Direct Through Stock (DTS) vendor invoice quantity and cost changes must be handled through the Direct Through Stock sales order and not the purchase order. A/P personnel enter the DTS vendor invoice information the same as any other vendor invoice. If the vendor invoice is a perfect match or within over-and-short parameters, the payables approval status is set to Yes. This is the same process. After the payable is updated and saved, the DTS sales order system automatically processes it based on the products and the approved vendor invoice. The DTS order now follows the standard Eclipse billing flow. Matching issues with vendor invoices and purchase orders are resolved normally. The P/O Variance Queue now updates with DTS purchase order information as well. Users are prompted to decide which order type they want to edit when using the Edit Order option on a DTS sales or purchase order Epicor Software Corporation. All rights reserved.

23 Rel Release You must select sales order for quantity or cost edits. You can edit all other information from either order Epicor Software Corporation. All rights reserved. 19

24 Eclipse Release Feature Summary Rel Direct Through Stock in Job Management Customer Request As the Project Manager who manages many jobs for our company there are times when material for a job is either shipped to our warehouse or I might want all the material shipped to our warehouse. The problem today with Eclipse Job Management is I have no way to define what products i need to receive in my warehouse location." Enhancement Description In Release 8.7.7, new features for creating Direct Through Stock (DTS) purchase orders have been added to the Job Management application. These features allow authorized users to create purchase orders at zero cost and the ability to receive the DTS material and have the information flow through to the DTS Queue. Users must be assigned the JOB.MGMT.DTS.ALLOWED authorization key. Note: You can create a Direct Through Stock purchase order using only the product quantities that have been released and received in Job Management. Use the Direct Through Stock tab to enter the quantity needed in the New DTS Quantity field. The system displays any previous DTS quantities in the Current DTS Qty column Epicor Software Corporation. All rights reserved.

25 Rel Release After the DTS purchase order is created, the Job Status Summary screen displays the new DTS Avail column. A book icon displays for each item that has a DTS purchase order associated with it. Click the icon to display more item details. The system creates a standard Eclipse purchase order and receiving is handled with the usual process through RF or manual warehouse receiving. Since products on the bill of material are generic descriptions, the system automatically creates products using the same process today on Job Management invoices Epicor Software Corporation. All rights reserved. 21

26 Eclipse Release Feature Summary Rel After the DTS purchase order has been received, the system sends all the information to the Direct Through Stock Queue. The standard functionality applies to products in the queue, regardless if they are Job Management related. However, you can filter the queue for Job Management-specific orders using the new Job Name and Job Number fields in the DTS Queue header Epicor Software Corporation. All rights reserved.

27 Rel Release Job Detail and Lien Information Customer Request "The current job limit in Customer Maintenance manages the credit limit for a job, but I need to be able to track more detailed job information, including approaching lien filing deadlines. I also need to be able to run a report to show any jobs that may need liens field against them." Enhancement Overview In Release 8.7.7, you can enter and track information about individual jobs through Customer Maintenance. A job is defined as a ship-to account with a job limit greater than $0.00. Eclipse now can track information about the job, including job type, general contractor for the job, lien days, and if a lien has been filed. A new Job Information window from A/R Inquiry displays the job-specific information. For a customer with multiple jobs, information displays for all jobs in a summary table. In addition, a new Credit Lien Report provides insight into each job, the last shipment date, and invoice data. Control Maintenance Records The following control maintenance records have been added to manage job information: Job Lien Days By State - Use to define a default lien day and individual days by state, as necessary. The Lien Days column values are used with the last ship date on a job to determine the date by which a lien should be filed. If the state value is left blank, the system uses the Default Lien Days field value. Valid Job Types - Use to define job types used in your business Epicor Software Corporation. All rights reserved. 23

28 Eclipse Release Feature Summary Rel Valid Job Nature Types - Use to further define information about the nature of the jobs you manage. Customer Maintenance for Job Information In Release 8.7.7, a new Job Information tab is available from the Credit Control Parameters window in Customer Maintenance Epicor Software Corporation. All rights reserved.

29 Rel Release The General Contractor and Property Owner fields are optional free-form text fields. You can choose existing Customer Contacts to choose a Primary and Secondary Contact for this job. The Lien Days field populates based on the Job Lien Days by State control maintenance record, but can overwrite it, if needed. Overwritten values display in bold. In addition, you can use the Lien Filed and Lien Filing Date fields to track if a lien has been filed against the customer for the job. Job Information Window In Release 8.7.7, a new A/R Job Information window is accessible from A/R Inquiry and displays job details from the Job Information tab in Customer maintenance. In addition, you can review job exposure information. This Total Job Exposure field displays the total of all historical sales, plus all open sales orders so you can see how much of the total job limit, in dollars and percentage, that has been used up to this point in the job. The Estimated Lien Date field is based on the last ship date and the lien days for the job as defined in the Customer Maintenance record or the Job Lien Days By State control maintenance record. If the customer has multiple jobs listed, you can filter what displays by job account type using the Job Accts or Ship To Accts check boxes. The table summarizes the information from the Job Information window for each account and you can use the view manager to select which type of information to display: Default, A/R Aging, or Job Exposure. You can also use User-Defined Maintenance to create your own view for information that you review on a regular basis Epicor Software Corporation. All rights reserved. 25

30 Eclipse Release Feature Summary Rel Example: Default View - Single Job Example: Default View - Multiple Jobs Downloading Job Information In Release 8.7.7, the new A/R Job Information window also has a download option. You can set up your A/R Job Information window with the view you prefer and download the information to a spreadsheet program using the Download to Excel option. Credit Lien Report In Release 8.7.7, the new Credit Lien Report in the A/R Reports menu provides detailed information about your jobs, associated A/R information, and lien information. Filters provide a way to limit the report results to specific job types or project natures, or jobs that have no liens filed Epicor Software Corporation. All rights reserved.

31 Rel Release You can use the Report Column options to select exactly what you want to display. All the job information fields are available from which to select: Filters provide a way to limit the report results to specific job types or project natures, or jobs that have no liens filed. For more information about job details and lien information, see: Inquiring About A/R Job Information in the Accounts Receivable documentation. Running the Credit Lien Report in the Accounts Receivable documentation. Entering Job Information Details in the Customer Maintenance documentation Epicor Software Corporation. All rights reserved. 27

32 Eclipse Release Feature Summary Rel Batch Invoice Printing Customer Request "We are always printing invoices for customers for very small amounts of money. There should be a way to tell the system to only batch print a customer's invoices based on the total of all their invoices to print. This would save time and money on handling these low-dollar invoices." Enhancement Description In Release 8.7.7, the Default Settings for Batch Invoices and Statements control maintenance record now contains two new parameters for Batch Invoice printing: Max Days to Hold Printing - Number of days from the Invoice date to hold before batch printing. Minimum Dollars to Print - The cumulative dollar amount from each bill-to customer's invoices to reach before batch printing. When batch invoice printing runs, the system checks each bill-to customer to determine which invoices to print. All invoices print If the cumulative total of the customer's invoices equals or exceeds the Minimum Dollars To Print field amount. If the cumulative total is less than the dollar amount set, but it is past the Max days To Hold Printing field setting, then the system prints the invoices. For example, as shown above, you want $75.00 worth of invoices to print based on the cumulative total for the bill-to invoices. If you do not have that amount, you want to wait four days to see if the customer reaches $ If not, then all invoices print, regardless of the amount. Note: These parameters apply only to printing and do not affect ing or faxing invoices. These are global settings and apply to all customers and branches. However, you can override these settings at the customer level for the bill-to account using the Customer Pricing and Printing Information window: Epicor Software Corporation. All rights reserved.

33 Rel Release Note: In Release 8.7.7, the Customer Pricing and Printing Information window has been modified and reorganized. For more information, see Customer Pricing and Printing Information Window in this Feature Summary document. Eterm Updates The same functionality updates described above are available in the Eterm application: New parameters in the Default Settings for Batch Invoices and Statements control maintenance record: You can also override these settings at the customer level for the bill-to account using the Customer Pricing/Printing Information window: 2014 Epicor Software Corporation. All rights reserved. 29

34 Eclipse Release Feature Summary Rel For more information about Accounting control maintenance records, see ACCT Printing Control Maintenance Records in the Control Maintenance documentation. For more information about the Customer Pricing and Printing Information window, see Printing and Pricing Options in Customer Maintenance documentation Epicor Software Corporation. All rights reserved.

35 Rel Release Account Payment Selection Customer Request "Solar Account Payment is a great feature, but the process is not smooth. We want to be able to select the invoices to apply the payment to and make this easier for the person creating the cash receipt." Enhancement Description In Release 8.7.7, the Account Payment window now displays the same list of customer orders normally displayed in the Cash Receipts window. Users taking account payments can select the orders, including credits, that apply to the payment. Similar to Cash Receipts, use the Spacebar to select each order included in the payment amount. The remaining functions for Account Payments have not changed. The system creates a tracker and prints a receipt with the selected sales orders listed. New Account Payment Enhancements The following new areas and functions have been added to the Account Payment window: Selected Orders Totals - Displays the cumulative total for the invoices selected. Amount Due Column - Displays the selected invoices (moves the amount over) and calculates a cumulative total at the bottom of the column. This amount matches the Selected Orders Totals Epicor Software Corporation. All rights reserved. 31

36 Eclipse Release Feature Summary Rel Created Tracker from Account Payment - Lists the sales orders paid and any notes associated with the payment: Customer Receipt for Account Payment - Receipt lists the sales orders paid and any notes associated with the payment: Epicor Software Corporation. All rights reserved.

37 Rel Release New Message to Prompt for Applying Cash Receipts - In addition, to help you create cash receipts, a message displays that an account payment has been taken for the customer. You can display all sales orders created from Account Payment for the customer that do not have cash receipts applied: Check # Field Automatically Populated - After you select the account payment sales order, the Cash Receipts window displays the orders. The system applies the payment orders and automatically populates the Check # field with PAY-ACCT. If this is correct, you can save the cash receipt. If incorrect, you can select the correct orders to apply the payment and change the default check number, if needed Epicor Software Corporation. All rights reserved. 33

38 Eclipse Release Feature Summary Rel For more information about account payments, see Receiving Payments For Accounts in Accounts Receivable documentation Epicor Software Corporation. All rights reserved.

39 Rel Release Authorized Signature Validation for Checks Customer Request "Printing checks is so easy not that the signature image is kept on file. But, it's also too easy and our company likes having more control over this for security reason. It would be great if the signature was not in the pre-defined location and needed to be loaded each time we printed checks. This would be secure and we could limit who has the authority to assign signatures." Enhancement Description In Release 8.7.7, a new Valid Signature Files for Checks control maintenance record defines a path to the signature images used for check printing. By defining the path to the signature images in this control maintenance record, you are activating the system validation process for when you print checks. You also indicate which signature files are currently valid. When you are ready to print checks, they load one of the valid signature image files in the defined directory. If the signature image file is not loaded, the print checks routine does not run and the system alerts you that there is no signature to print. The system automatically deletes the signature image after a print check routine runs. For more information about printing checks, see Printing Single Checks and Printing Multiple Checks in Accounts Payable documentation Epicor Software Corporation. All rights reserved. 35

40 Eclipse Release Feature Summary Rel Customer File Maintenance Enhancements Customer Request "Some of my accounts unfortunately have been shut down for credit reasons. These accounts could have ship-to accounts associated that need to be addressed as well. I want to push the credit parameters setup at the bill-to level down to the ship-to level." Enhancement Description In Release 8.7.7, a new Copy From Bill-To to Ship-To option has been added to the Credit Control Parameters from the Customer Maintenance file. The option displays a new screen with options to apply to the associated ship-to accounts that you are assigning at the bill-to account level. In addition, you can create a template based on the parameters you want to copy and use for other customer accounts. For example, for a bill-to account if you want to copy the Current Credit Setting to set all files to No except for the first field, you can create a template, apply the settings, and then visit the accounts' setup to adjust the first field. Type your drop-down text here. Options you can apply to ship-to account or use to create a template. These options work the same as their function in the standard Credit Control Parameters window: Epicor Software Corporation. All rights reserved.

41 Rel Release For more information about copying bill-to information, see Copying Bill-To Account Information to Ship-To Accounts in the Customer Maintenance documentation Epicor Software Corporation. All rights reserved. 37

42 Eclipse Release Feature Summary Rel Customer Part Number Required Customer Request "We have customers that require their part numbers as a reference on all of their orders. The problem we have is that we do not have all of their part numbers loaded for everything they purchase. It would be nice to be able to enter them in Sales Order Entry at the time they are ordering. We'd also like this to be a forced entry, too, so that counter personnel will not forget to enter those numbers. This process would help us maintain our customer's part numbers on our system." Enhancement Description In Release 8.7.7, the Options tab in the Additional Customer Information window contains a new Requires Customer Part Number option.. This new option requires the entry of a customer part number on any product entered for the customer on a sales order. For each line item on the sales order, the system requires a customer part number, if this check box is selected in Customer Maintenance. In Sales Order Entry, if a part number does not exist for the product entered for each line item the system prompts you for a customer part number. Use the Customer Part Number column to enter the part number immediately or skip the prompting for each line item with an Enter Later option. By using this skip option, users can complete entering items on the order and enter all part numbers before exiting. If a user tries to exit the order before entering part numbers, the system requires the part number entry Epicor Software Corporation. All rights reserved.

43 Rel Release In addition, the Customer Part Numbers window provides a Location column. This is an optional field, but the information entered prints with the customer part number information on your forms. The Location information displays as an attached comment and print on all forms, regardless of delivery method. For more information about part number requirements, see Entering Customer Part Numbers During Order Entry in the Sales Management documentation Epicor Software Corporation. All rights reserved. 39

44 Eclipse Release Feature Summary Rel Customer P/O Line Numbers Customer Request "We have customer that require the line number as it displays on their purchase order for each product they purchase. I want to be able the enter them in Sales Order Entry at the time the customer is ordering. We'd also like this to be a forced entry, too, so that counter personnel will not forget to enter those numbers." Enhancement Description In Release 8.7.7, a new Require P/O Line Number option has been added to the Options tab in Additional Customer Information window from Customer Maintenance. This new option requires the entry of the customer on a sales order requires the entry of a customer purchase order line number. For each line item on the sales order, the system requires a P/O line number, if this check box is selected in Customer Maintenance. In Sales Order Entry, you are prompted for the customer's purchase order line number. This line number represents the position on the customer's purchase order and displays on their invoice and helps the customer cross-reference what was ordered. Customers can use the Line Number column and enter the P/O line number immediately or skip the prompting for each line item with an Enter Later option. By using this skip option, the customer can complete entering items on the order and enter all P/O line numbers before exiting the order. If a user tries to exit the order before entering P/O line numbers, the system requires the line number entry Epicor Software Corporation. All rights reserved.

45 Rel Release You can add an Order Entry view that can be added to display the Customer P/O line number in the Body tab. Customer invoices have a reference to the Customer P/O line number under each product description Epicor Software Corporation. All rights reserved. 41

46 Eclipse Release Feature Summary Rel Note: This new option may require a no-cost forms change. If the P/O line numbers do not display after enabling this function, contact Eclipse Support for assistance. For more information about part number requirements, see Adding P/O Line Numbers to Sales Orders in the Sales Management documentation Epicor Software Corporation. All rights reserved.

47 Rel Release Customer P/O Number Format Validation Customer Request "We have customers who have a specific format for their purchase order numbers. My sales personnel never remember the forma and enter the customer P/O number incorrectly on sales orders. If the system could validate the customer P/O format, there would be fewer mistakes when entering these numbers." Enhancement Description In Release 8.7.7, the new Customer P/O Validation window is available through the Orders menu from Customer Maintenance. This new tool lets you enter and lock the correct format that your customer's need to see. The system displays the expected format in the bottom status bar as you enter the constant and variable parameters: Constant - A value that must be entered exactly. In the example above, the XY. Space - A space in the P/O number. Alphanumeric - A variable for either a number or alphabet character, but in any order or combination. Users in Sales Order Entry are forced to comply with the format entered Epicor Software Corporation. All rights reserved. 43

48 Eclipse Release Feature Summary Rel If the format is not exact, the system displays an error: For more information about customer P/O line number formats, see Entering Additional Customer Information in Entity Maintenance Epicor Software Corporation. All rights reserved.

49 Rel Release Parent Statement Printing Enhancement Customer Request "The parent bill-to functionality is very helpful, but it creates issues for us on the accounting side. I can't print statements for a parent bill-to and include the full detail of my child ship-to branches. We'd like to see details with subtotals for each of our branches." Enhancement Description In Release 8.7.7, a new Default Parent And Subtotal Settings For Statements control maintenance records allows you determine how you want to handle printing for your parent ship-to accounts that have associated ship-to accounts. Note: After receiving an upgrade, you may need to reschedule statement runs to take advantage of this new feature. If you have custom statements, we recommend testing the printing before changing settings. A parent bill-to account can now include or exclude detail for child entities and the child ship-to accounts can print or suppress their own statements from the existing printing process. Details can be divided by bill-to, ship-to, or both account types. A control hierarchy helps manage the entire process to ensure the right printing is complete. Balance Forward statements do not print proper sub-totals. Instead, balance forward statements using subtotals break out detail by each entity, and lists each bill-to with its individual balance forward. In addition, Use the Statement Type to control when statements print and what type of statement the system produces. This setting has no effect on entities that are not configured as parent or child bill-to accounts, only the ship-to accounts. The following settings are available: Child - The Parent/Child bill-to settings are ignored while generating statements. Child entities generate their own statements. Parent - Then Parent/Child bill-to settings are respected while generating statements and child billto statements are suppressed. Parent bill-to accounts receive a single summary statement with detail for all the child bill-to accounts. Both - Then the Parent/Child bill-to settings are respected, but still generate statements for each entity. These options are available at the customer level. The Customer Maintenance settings override the Default Parent And Subtotal Settings For Statements control maintenance record settings Epicor Software Corporation. All rights reserved. 45

50 Eclipse Release Feature Summary Rel The Subtotal on and Page Break On fields can be used even if the Default Parent And Subtotal Settings For Statements control maintenance record is not completed. Additionally, the Print Statement window now has these options available to use on-the-fly when printing statements: Epicor Software Corporation. All rights reserved.

51 Rel Release At this level, these settings would override both the Default Parent And Subtotal Settings For Statements control maintenance record and the Customer Maintenance settings. For more information, see Configuring Parent Statement Printing in Customer Maintenance online help documentation. Eterm Updates In Release 8.7.7, the above changes are also available in Eterm: The Default Parent And Subtotal Settings For Statements control maintenance record: The Pricing hot key from the Customer Maintenance screen: 2014 Epicor Software Corporation. All rights reserved. 47

52 Eclipse Release Feature Summary Rel The Pricing hot key, then Add'l hot key from the Customer Maintenance screen: The Add'l hot key from the Print Statements screen: Epicor Software Corporation. All rights reserved.

53 Rel Release Customer Pricing and Printing Information Window The Customer Pricing and Printing Information window has been reformatted and rearranged. The following tabs now display: Pricing For more information about the Pricing tab, see Defining Customer Pricing Options in Entity Maintenance. Printing 2014 Epicor Software Corporation. All rights reserved. 49

54 Eclipse Release Feature Summary Rel For more information about the Printing tab, see Defining Customer Invoice Printing Options in Entity Maintenance. Additional For more information about the Additional tab, see Defining Customer Invoice Printing Options in Entity Maintenance. Form Types (If you have Eclipse Forms turned on) For more information about the Additional tab, see Defining Customer Invoice Printing Options in Entity Maintenance Epicor Software Corporation. All rights reserved.

55 Rel Release Print Styles (If you have Eclipse Forms turned off) For more information about the Additional tab, see Defining Customer Print Styles in Entity Maintenance. Price Class Overrides For more information about the Additional tab, see Assigning Pricing by Customer Price Class in Entity Maintenance Epicor Software Corporation. All rights reserved. 51

56 Eclipse Release Feature Summary Rel Combining Suggested Purchase Orders Customer Request "As a buyer, there are times that I need to combine multiple suggested purchase orders from the Suggested P/O Queue into one purchase order. Whether it is for one buy line with multiple branch purchase orders or multiple buy lines for the same branch, I want to choose which suggested purchase orders to combine without having to change Buy Line Maintenance and also select whether or not I want to combine the short or line quantities for each one." Enhancement Overview In Release 8.7.7, you can combine suggested purchase orders in the Suggested P/O Queue on-the-fly for multiple buy lines and branches. You also can create a multiple-branch purchase order as a central purchase order with a drop point. For example, you can combine some buy lines to one particular vendor that may not be combined for other vendors. In addition, combining purchase orders helps you meet vendor targets. With this enhancement, you no longer need to change buy line information or procurement groups for a one-time combination of purchase orders. Selecting Multiple Buy Lines A new Combine P/Os option has been added to the View Manager ( ) for the Suggested P/O Queue. This new view lets you choose which buy lines to combine and use check boxes to select the Short or Line columns for each row. As you make your selections, the total dollar amount displays at the bottom of the table. This helps ensure you have met either a vendor minimum amount, freight allowed target, or maximum discount target Epicor Software Corporation. All rights reserved.