eclipse release 9.0.3 feature summary - epicor · varying interpretations as well as to change and...

Eclipse Release 9.0.3 Feature Summary Release 9.0.3

Updated through Release 9.0.3.15

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.

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: December 27, 2017

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Table of Contents Welcome to Eclipse Release 9.0.3 Feature Summary ................................................................................... 1

Application Feature Indications ................................................................................................................ 1

Small Project Jobs Enhancements................................................................................................................. 2

Small Project Job Setup Control Maintenance Record Updates ............................................................... 2

Multiple Purchase Order List .................................................................................................................... 2

New Columns on the Small Project Jobs .................................................................................................. 3

Print Item Prices ........................................................................................................................................ 3

Contract Price and Cost Validation ........................................................................................................... 5

Contract Price Updates ............................................................................................................................. 5

Product Cutting Enhancements ..................................................................................................................... 6

Customer Request ..................................................................................................................................... 6

Enhancement Description - Tote Staging ................................................................................................. 6

Enhancement Description - Cutting Ahead .............................................................................................. 6

Tax Jurisdiction Code Update ....................................................................................................................... 8

Customer Request ..................................................................................................................................... 8

Enhancement Description ......................................................................................................................... 8

Eterm Details ............................................................................................................................................ 9

Branch Code Lookup Table ........................................................................................................................ 11

Customer Request ................................................................................................................................... 11

Enhancement Description ....................................................................................................................... 11

WIT-NET Interface ..................................................................................................................................... 13

EDI Contract Imports .................................................................................................................................. 14

Job Management ......................................................................................................................................... 15

Job Management User Interface ............................................................................................................. 15

Alternate Address Removal Option ........................................................................................................ 15

Change Order Duplicate Entry Warning ................................................................................................. 16

Change Order Highlighting ..................................................................................................................... 16

COD Customer Awards .......................................................................................................................... 16

Column Functionality ............................................................................................................................. 16

Entity ID Reference Added ..................................................................................................................... 17

Import BOM Option for First Rows ....................................................................................................... 17

GL Sales Source Editing ......................................................................................................................... 18

JOB.MGMT.MANAGE.TRANS Authorization Key ............................................................................. 19

Table of Contents

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JOB.MGMT.TAX.EDIT Authorization Key Removed .......................................................................... 19

Job Management Error Page ................................................................................................................... 19

Task and Note Editing ............................................................................................................................ 20

Product Type Column ............................................................................................................................. 21

Receiving URL ................................................................................................................................... 21

Eclipse Showroom ...................................................................................................................................... 22



iBeacon Technology ........................................................................................................................... 22

Wireless Bid Creation ......................................................................................................................... 22

Cash or Account Customer ................................................................................................................. 22

Product Categories .............................................................................................................................. 22

Product Details .................................................................................................................................... 23

Room Tags .......................................................................................................................................... 24

Modify Pricing .................................................................................................................................... 24

E-mail and Print Bid ........................................................................................................................... 25

Opportunity Follow Up Queue ........................................................................................................... 25

Edit Exiting Orders ............................................................................................................................. 25

Control Maintenance Records ................................................................................................................. 26

Chip & PIN Enhancements ......................................................................................................................... 27


Installer Improvements ........................................................................................................................... 27

API Vantiv Logs ..................................................................................................................................... 27

triPOS Setup Options .............................................................................................................................. 29

Returns for Debit Sales ........................................................................................................................... 29

User-Facing Credit Card Messages......................................................................................................... 29

Saved Home Branch Value ..................................................................................................................... 29

Web Integration Enhancements .................................................................................................................. 30

SessionID ................................................................................................................................................ 30

MassOrderPriceInquiry and MassOrderPriceInquiryResponse .............................................................. 30

OrderAttachmentSubmit ......................................................................................................................... 31

EntityAttachmentSubmit ......................................................................................................................... 32

Additional Solar Enhancements .................................................................................................................. 34

A/P Entry Button..................................................................................................................................... 34

Activity Trigger for Carton Packing ....................................................................................................... 34

Rel. 9.0.3 Eclipse Release 9.0.3 Feature Summary

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Connection Pool Window Updates ......................................................................................................... 34

Eclipse Reports ....................................................................................................................................... 35

SOE Views .............................................................................................................................................. 35

Show Error Log Option .......................................................................................................................... 36

Error Log Example ............................................................................................................................. 37

Eterm Application Update .......................................................................................................................... 38



Upgrading ............................................................................................................................................... 38

Epicor University Content Enhancements .................................................................................................. 39

F9 Additions............................................................................................................................................ 39

Web Integration Documentation ............................................................................................................. 39

Beta Test Update Indicator ..................................................................................................................... 39

Feature/Function Documentation ............................................................................................................ 39

Quick Reference Cards by Subject and Area .......................................................................................... 39

Control Maintenance Records for 9.0.3 ...................................................................................................... 40

Authorization Keys for 9.0.3 ...................................................................................................................... 41

2017 Epicor Software Corporation. All rights reserved. 1

Welcome to Eclipse Release 9.0.3 Feature Summary The following documentation provides brief descriptions of new or enhanced functionality in Solar Eclipse Release 9.0.3. 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 9.0 online help installed with your upgrade. Access the online help using on the links in each topic or pressing F11 from any window.

Important: We recommend clearing your cache after taking an upgrade to ensure the latest online help files are accessible.

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 this document or in the general online help, please contact Eclipse Customer Support using the erpcustomer.epicor.com/cws/support/program/home.do web portal or by calling 512-278-5570.

Application Feature 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 is available through a browser interface on your desktop or tablet device. Licensing for these applications is traditionally separate from the core Solar Eclipse. Contact your Eclipse Account Manager for more information.

- 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 user-friendly. In each release, we indicate which enhancements we were able to provide based on those recommendations.

- This feature was updated or added based on customer feedback during Beta testing. Contact your Eclipse Account Manager for more information on becoming a Beta testing customer.

http://erpcustomer.epicor.com/cws/support/program/home.do

Small Project Jobs Enhancements Rel. 9.0.3

2 2017 Epicor Software Corporation. All rights reserved.

Small Project Jobs Enhancements

The following enhancements were made to the Small Project Jobs (SPJ) functionality in Sales Order Entry:

Note: These changes apply to the Web Order Entry and Bill Trust companion products as well.

Small Project Job Setup Control Maintenance Record Updates The following options have been added to the SPJ Setup control maintenance record:

Default Rebate Product - Select the product to use when the purchase order is created when processing the contract from the sales order. Prior to Release 9.0.3, the system used the setting in the Rebate Detail Setup Information control maintenance record. Default is blank.

Allow SPJ Editing When P/O is Paid or in a Closed Period - Lets you control if you want users to be able to edit SPJ orders when the purchase order has been paid or is in a closed period. The default is No.

Print Item Price Default (Release 9.0.3.11) - Set the default option for the new Print Item Price field on the Small Project Jobs window. For more information, see below.

Display Decimals at GP% (Release 9.0.3.11) - Indicate if you want the display the GP% column values as decimal values. The default is No.

Update Prices Immediately After Changing Total Cost (Release 9.0.3.11) - Indicate if you want the total contract price for a Small Project Job to change at the same time the cost changes. The default is No.

Multiple Purchase Order List In Release 9.0.3, the Small Project Job window now displays all associated purchase orders for viewing. When you adjust cost or price on an order that has already been paid, or is in a closed period, then the system automatically creates a purchase order for the new amount.



When you open the Small Project Job window, the system automatically selects the most recent purchase order.

Note: Purchase orders are always view-only when opening from SPJ window.

New Columns on the Small Project Jobs In Release 9.0.3, the Contract Price and Contract Cost columns have been added to the Small Project Jobs window to help users view the price and cost by contract. You can change these prices and costs, if needed, directly from these columns.

In addition a new, collapsible Contract Totals pane, gives you quick-entry access to the Price, Cost, and GP % values for the selected line item.

Print Item Prices In Release 9.0.3, the new Print Item Price field on the Small Project Jobs window lets you indicate if you want to print individual item prices on documents. Default Yes. Use the Print Item Price Default option in the Small Project Jobs control maintenance record to define the standard setting.

Small Project Jobs Enhancements Rel. 9.0.3


Important: This option only activates if all products on the order are linked to the same

contract and are in the same generation.

If this field is set to No, the prices of the items do no print on documents and only a subtotal displays on the order and the printed documents:



Contract Price and Cost Validation In Release 9.0.3.11, the Small Project Job price and cost entries are now validated to ensure that the contract cost does not fall below the contract price. This change includes validation in both the SPJ table entries and the side panel Totals pane.

Note: These validations work when using Web Order Entry and Bill Trust companion products.

Contract Price Updates In Release 9.0.3.11, the total contract price for a Small Project Job can change at the same time the cost changes, if the new Update Prices Immediately After Changing Total Cost option in the Small Project Jobs control maintenance record is set to Yes. Then, a change in the Total Price alters the Price column as well. By default, this option is set to No to ensure backward compatibility between releases.

For more information about Small Project Jobs, see Adding Small Project Jobs to Orders in the Sales Management online help documentation.

Product Cutting Enhancements Rel. 9.0.3


Product Cutting Enhancements

Customer Request "I want to be able to stage my cut items just like my standard RF items."

"I need a way to cut wire ahead of time without changing the dates on my non-cut items."

Enhancement Description - Tote Staging In Release 9.0.3, a new Create Staged Tote option in the Settings pane of Cut Product Maintenance to indicate which branches need to use a separate step for staging totes. Without this option set to Yes, the system automatically validates against the setting in Zone Maintenance. Prior to thi change, when you staged a tote from the Cut Product Queue, the system would automatically move that item out of the Tote In Process Queue. Now, you can use RF packing from the Tote In Process Queue to include the tote when it has been advanced to Staging from the Cut Product Queue. The new tote shows as being staged and ready.

Enhancement Description - Cutting Ahead Additionally, the system now allows you to move cut items to a different generation, but maintain the same ship date for products that require extra time when cutting and adding pull heads. From the Cut Product Queue, you assign a cutter to a line item, the system pushes the non-cut product to another generation with the same ship date. When the cutting is complete, the order can be processed and shipped. So you can "cut ahead" for an order.

Example 1:

Sales order line item: Red Wire 1 @ 5 ft and Blue Wire 1 @ 5 ft

In the Cut Queue, select to cut Red Wire.

The system moves only the Red Wire to a new generation and processes.

Example 2:



Sales order line item: Red Wire, 2 @ 5 ft.

In Cut Queue, select to cut 1 of the 2 cuts.

The system moves only 1 of the cuts to a new generation and processes.

Tax Jurisdiction Code Update Rel. 9.0.3


Tax Jurisdiction Code Update

Customer Request "Some states put a cap on the sales tax charged for an entire job, regardless if the job requires multiple sales orders and multiple generations and I can only split the tax at the order or line level. I want to set up a tax jurisdiction that would split my sales tax rates at the ship-to (job) level, so that my customer's job will only be charged for the actual sales tax due over the course of the job, in accordance with state law."

Enhancement Description In Release 9.0.3, the Tax Jurisdiction Code Maintenance window has been enhanced to include a new Ship-To option in the Max Taxable Per column.

If you select Ship-To, then Eclipse checks existing invoices with a previous date that share the same ship-to account and the same purchase order number. When the dollar amount of the ship-to orders exceed Maximum Taxable value, the full rate sales tax is only charged on the maximum taxable amount.

For example, with a maximum taxable amount of $1600 and two orders share same ship-to and PO#, then the system does the following:

Order 1

1 tool @ $1000 each = $1000

full tax on $1000

reduced or no tax on $0

Order 2

3 widgets @ $2000 each = $6000

full tax on $600

reduced or no tax on $5400

This Split Rates option is also available in National Sales Tax Database Maintenance.



Eterm Details This same functionality is available in Eterm for Ship-To Max Taxable Per:

This is also available in National Sales Tax Database Maintenance:

Tax Jurisdiction Code Update Rel. 9.0.3


For more information about creating tax jurisdiction codes and the settings that apply, see Creating Sales Tax Jurisdiction Codes in the Accounting Setup online help documentation.



Branch Code Lookup Table

Electronic Data Interchange (EDI) is a companion product. Companion products are not included in the core functionality with Eclipse, but are available at an additional cost through your Eclipse Salesperson.

Customer Request I wish I could cross-reference my store numbers with the system-assigned Eclipse branch IDs.

Enhancement Description In Release 9.0.3 for Inbound 810 EDI documents, you can use the new Branch Lookup Table option in Trading Partner Maintenance to match store numbers with Eclipse Branch IDs.

The Branch Code Lookup feature to cross-reference your internal store numbers to the Eclipse branch IDs assigned in the system. By using this table, when EDI 810s come in the system can reconcile the information. You can also include the credit branch so the system can apply credit memos appropriately.

Branch Code Lookup Table Rel. 9.0.3


For more information, see Entering Additional EDI Document Information for the 810 Inbound documents and Linking Store Numbers and Eclipse IDs For EDI in the EDI online help documentation.



WIT-NET Interface


As of Release 9.0.2, you can upgrade your WIT interface, if needed. The upgrade includes new transaction support. The new WIT interface also processes the following transactions:

Outgoing 850 purchase orders.

Incoming 855 purchase order acknowledgements.

Incoming 856 advanced shipping notifications (ASN). When you upgrade your interface, you are prompted to update information in Eclipse, such as changing the transmission method to FTP for the respective training partner.

We recommend contacting EDI Support for assistance to coordinate this upgrade.

EDI Contract Imports Rel. 9.0.3


EDI Contract Imports


In Release 9.0.3.11, the new Expire All Matrix Cells When EDI 845 Contracts Are Imported control maintenance record has been added to help you ensure that when you import contracts, the appropriate matrix cells expire.

Use the following options to best suit your company's requirements:

No - The system expires the last matrix created after creating the new matrix based on the new EDI 845. This is the default.

Yes - The system automatically expires all existing matrix values a day before new matrix created based on the imported EDI 845 effective date.

Effective - No existing matrix dates expire. For more information and specific examples, see the EDI control maintenance record details in the control maintenance record documentation.



Job Management

Job Management is a companion product interface to Eclipse. Companion products are not included in the core functionality with Eclipse, but are available at an additional cost through your Eclipse Salesperson.

The following updates, improvements, and enhancements were added to Job Management in Release 9.0.3.

Job Management User Interface In Release 9.0.3, the new underlying code stream to better your Job Management experience. The web application is quicker and easier to use. In order to make the system more efficient, the user interface has been adjusted so a new look and feel will help you navigate. For the most part, the application has not changed in how it works, however, a few tools had to be modified when the new code was applied.

Important: If you have any Job Management pages bookmarked in your browser, you will need to update them. This means, any bookmarks ending in .seam need to be changed.

Changes you should review:

Records Display - Tables display up to 21 records to display at a time.

Sorting and Filters - Continues to work as it did prior to this release.

Vendor Records - As soon as you add or remove vendor from a job it is saved. When you use the Delete selected vendor on the Summary bidding page, a message displays to alert you that the vendor deletion was saved or deleted from job.

Bill of Materials - The scrolling for numbering rows removed. Now use an entry field in the header of the BOM to indicate how many rows you want to add or change.

Row Number Selection - When adding rows to bills of materials or change orders, the system no longer provides a row counter to select the number of rows to enter. Instead, a free-form field is provided to enter the number of rows you want to add.

Alternate Address Removal Option In Release 9.0.3, you can now remove an alternate address, if needed, when awarding jobs to customers. You still use the Alternate Address option to create an alternate ship-to address and mark the address as

Job Management Rel. 9.0.3


the default, if needed, by selecting the Default check box. Once selected, this option changes to Remove Alternate Address so you can modify these addresses, as needed.

Change Order Duplicate Entry Warning In Release 9.0.3, the Job Management system now warns you if you enter a change order number that has already been used. You can still use the number, but users are alerted to avoid confusion or cross-numbering of jobs.

Change Order Highlighting In Release 9.0.3, cutting and pasting rows, the system no longer keeps the initial row highlighted. This change avoids confusion for the user and keeps the rows aligned.

COD Customer Awards In Release 9.0.3, a new error message has been added to the award process for cash-on-delivery (COD) customers. Jobs have never been able to be awarded to COD customers, but the system never alerted users. A new message now states that the job cannot be awarded because the customer is marked as a COD customer.

Column Functionality By default all columns display in a table, regardless of how you have it set up prior to upgrading. Due to how the system now works, you can add or remove columns in the new version of Job Management, but the feature has been moved to the bottom of each table. In addition, you can move columns and adjust the columns you use regularly to the viewable area and keep the ones you do not want to view regularly to the far right. A scroll bar has been added to the bottom of the table to help you navigate the columns more easily.



Entity ID Reference Added In Release 9.0.3, the Entity ID has been added to both the Customer and Vendor Information area on the Info/Settings tab for each job. This helps you better keep track of your customers and vendors as you are working the job and ensure that the correct entity is being applied to the job.

Import BOM Option for First Rows In Release 9.0.3, the import function for bills of materials has been enhanced to allow you to map the first row of your spreadsheet to options in the bill of materials. Set the Do Not Import First Row option to Yes, then click the new Use First Row for Mapping button. Job Management maps columns based on the values in the first row of the spreadsheet. By default the row headers are set to Do Not Import. You can change the mapping after using this feature. The spreadsheet column headers must match the headers generated from importing the BOM or match the options in the drop-down list for manually mapping the columns.



GL Sales Source Editing As of this release, you can now update the GL Sales Source from Job Management. The system uses the new sales source for all order going forward and pushes that change to Eclipse when new generations and orders are created.

After changing the sales source through Job Management, if you need to change sales sources on existing orders, you must change that through the Sales Order Header in Eclipse.



JOB.MGMT.MANAGE.TRANS Authorization Key Prior to Release 9.0.3, you were required to be assigned the SUPERUSER authorization key to use the Balance Out and Delete Adjustment functionality on the Financial Summary page. Now, users can be assigned the JOB.MGMT.MANAGE.TRANS authorization key for these features and do not require SUPERUSER authorization.

JOB.MGMT.TAX.EDIT Authorization Key Removed In Release 9.0.3, the JOB.MGMT.TAX.EDIT authorization key has been removed. Job Management will use the settings found in core Eclipse to apply permissions for editing tax information.

Job Management Error Page In Release 9.0.3, when Job Management experiences an error that it cannot resolve, a new Error Page displays providing instructions for resolution.

Additionally, the View Error Details link gives more information when troubleshooting with support personnel. These details include last steps by the user, the technical details of the page last entered, and error message information.



Task and Note Editing Prior to Release 9.0.2, both tasks and job or item-level notes were limited on the editable fields. In Release 9.0.2, a new format provides an Edit button to edit all information in the task or note.

1.0 Task Image

2.0 Notes Image



The Reminder Method fields automatically populate based on the user selected in the User field.

New Previous and Next options let you scroll through the multiple notes when viewing.

Product Type Column In Release 9.0.3, the Product Type now displays in the Search Results screen when searching for products to help you better locate the items you need.

Receiving URL In Release 9.0.3, because the underlying code stream was changed the receiving URL was changed as well. You must remove /payable.seam from the URL to ensure the link works correctly. The link should read: http://eclipse-server-IP:PORT/jobManagement.

http://eclipse-server-IP:PORT/jobManagement

Eclipse Showroom Rel. 9.0.3


Eclipse Showroom

Eclipse Showroom is a companion product. Companion products are not included in the core functionality with Eclipse, but are available at an additional cost through your Eclipse Salesperson.

Customer Request As a showroom salesperson, I need the ability to use a tablet device to review product pricing and availability, look at product specification sheets, and build an Eclipse order as I walk the customer in the showroom."

Enhancement Description In Release 9.0.3, Eclipse Showroom empowers a showroom salesperson to work the floor with a tablet device. A salesperson can easily capture the order information and maintain bids for customers. This new application provides the ability to use the tablet's camera to scan showroom barcodes to add products to the bid in addition to traditional web style search methods, modify pricing, capture room tag details, print and e-mail the bid, and manage opportunities for follow-up without visits to the counter to check a price or find out specific information.

iBeacon Technology Use the Bluetooth iBeacon technology to manage your showroom displays and add your products quickly using your mobile device while working with your customer on the showroom floor.

Wireless Bid Creation Enter products using a web-style search or camera barcode scan to add to the showroom cart. This feature lets you create a bid and add items to the cart using wireless communication.

Cash or Account Customer You can capture contact details of a walk-in customer, or select a current Eclipse account which lets you handle any type of customer regardless if they have purchased from you before.

Product Categories Use Web Drill Down Maintenance to define product categories that can be browsed within the application. Navigate through product categories, review product details, and add items from the catalog to the cart. You must set up Web Drill Down categories for Showroom to access your product records.



Product Details In Product Detail, you can review product specifications, availability, and any external references corresponding to the product without having to make a trip to the sales counter to check the information. All information is real-time on your tablet device.



Room Tags Use Room Tags to define groups of products. You can select room tags and specify the room or rooms for which a particular item is being ordered. The Room Tag Details section display all the quantities that have been tagged for a specific room. You can also sort the line items by room tag for easier scanning.

Modify Pricing Override the pricing to ensure a competitive bid respecting Eclipse authorizations. The authorizations validate when you update the line items in the cart. This means only users with authorization can change prices.



E-mail and Print Bid Send the bid to a user through e-mail or print a physical copy using Eclipse printer configurations and printer location from terminal ID.

Opportunity Follow Up Queue Manage your bids and follow up activity, providing visibility into your pipeline and actionable leads to win business. The Opportunity Follow Up Queue works along with the Activities. You can review the opportunities of the week, opportunities due this week, and opportunities overdue.

Edit Exiting Orders Quickly add or change items on existing orders. The changes that you make are stored in the device. When you submit the order, the changes are saved in Eclipse.



Control Maintenance Records Use the following new control maintenance records to setup how you want Showroom to work.

Use the Showroom Default Settings control maintenance record to apply defaults for the Showroom application, such as the default e-mail or opportunity stage.

Use the Display Product Availability In Showroom OE control maintenance record to indicate if you want to turn off the product availability viewing at a global level for Showroom order entry.

Use the Default Generic Customers For Showroom OE control maintenance record to indicate if you want to select a generic customer to use for new orders in Showroom order entry.

Use the iBeacon Default Region UUID Registration control maintenance record to set up company-wide setting for universally unique identifier (UUID) iBeacon broadcasts.



Chip & PIN Enhancements

Vantiv (formerly Element) Integrated Payments with Eclipse and Chip & PIN functionality is a companion product. Companion products are not included in the core functionality with Eclipse, but are available at an additional cost through your Eclipse Salesperson.

Important: The following improvements are listed in chronologically order by release.

Customer Request "I wish the install process was better and I could capture signatures for non-credit card devices."

"I wish the error messages were more clear so I could tell my customer what is going on."

Note: For more information about the Chip & PIN install and usage, see the online knowledge base articles within EpiCare from Eclipse Support at https://epicorcs.service-now.com/kb_view.do?sysparm_article=KB0036548 You must be logged in to EpiCare to view this article.

Installer Improvements In Release 9.0.3, the system now supports triPOS 5.12. The installer was updated to take advantage of new options. If you already have triPOS on your computer, you must stop the triPOS service. Then, you must uninstall the old version and install the newer triPOS application. Lastly, check your terminal ID setup in Solar. This process ensures the newest version of the triPOS system is running for Release 9.0.3. For complete instructions, see triPOS Eclipse Upgrade Procedure in the credit card processing online help documentation.

If you are running Ingenico Driver 2.20, we recommend uninstalling that version and installing the latest, version 2.6 or higher.

Important: For best performance, we recommend Eclipse Release 9.0.2.1.4 or higher. For users on Eclipse Release 9.0.1.1.8, you should contact Eclipse Support for additional configuration. This Eclipse Release does not have the check marks for Test Mode or EMV. You will need assistance setting these up manually.

Additionally, beginning in Release 9.0.2.1.4 the system accepts signatures for non-credit card devices, such as delivery signatures.

API Vantiv Logs In Release 9.0.03, the API Activity Logs window and its corresponding displayed error messages have been improved with more user-friendly language. These log files display information from the user's computer, such as log files or file date and time stamps, which can help when troubleshooting issues with PIN pad devices or Vantiv itself. Use the new Vantiv Logs option from the Options menu to display the error log for Vantiv transactions.

Example 1:

https://epicorcs.service-now.com/kb_view.do?sysparm_article=KB0036548https://epicorcs.service-now.com/kb_view.do?sysparm_article=KB0036548https://epicorcs.service-now.com/kb_view.do?sysparm_article=KB0036548

Chip & PIN Enhancements Rel. 9.0.3


The messages to the user have also been enhanced to be more clear indicating that the errors are either with the PIN pad device, such as Customer removed card before transaction was complete or with the triPOS system itself, such as PIN pad device is not connected to the PC.

Example 2:

You can e-mail these error logs to Eclipse Support or whoever is helping troubleshoot for a better look at the error messages. From the File menu, select Send E-Mail. The system automatically attaches the log and you can include a message, if needed, to alert the person to whom you are sending the message of additional information, such as the action being performed when the error occurred.



triPOS Setup Options In Release 9.0.3.2, new fields on the triPOS Setup window let you tailor how you want users to take payments.

Use the new Manual Payments Allowed check box to allow users to take payments using a credit card on a mobile device, such an iPad..

Use the new Require CVV ID for Manual Card Entry check box to force users to enter the security ID from the credit card when entering payments manually using a credit card.

Note: This field activates only if the Manual Payments Allowed check box is selected.

Returns for Debit Sales In Release 9.0.3.3, while Vantiv still does not support returns for debit sales, the Eclipse message to the user has been improved to provide more information. Previously, the system displays an invalid transaction message. Now, the system returns the following: "An automated return payment cannot be processed against a debit sale. Please enter the card information or choose a saved card to process the refund."

User-Facing Credit Card Messages In Release 9.0.3.3, the system's messages regarding credit card transactions have been improved to be more user friendly and understandable. The card capture screen was modified reducing the size of the buttons for better visibility and testing was improved overall.

Saved Home Branch Value In Release 9.0.3.15, the system now stores the branch used when the credit card information is saved. This allows the system to compare the branch to the payment branch more easily and speeds up the process. If the branches do not match, a message alerts the user to either try a different payment type or add the branch to the triPOS list of branches.

For more information about Vantiv Payment Services and chip and PIN devices, see the Vantiv Payment Services online help documentation.

Web Integration Enhancements Rel. 9.0.3


Web Integration Enhancements Web Integration 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.

In Release 9.0.3, the following additions or updates were made to the Web Integration companion product:

SessionID This tag was modified to only return when using the LoginSubmit transaction. All other transactions use LoginID or SitePass.

MassOrderPriceInquiry and MassOrderPriceInquiryResponse This new transaction and its response has been added to request information about multiple orders' prices from the system.

Sample Inquiry XML RYANB xxxxxx S001731959 1 S1619227 2 S1619227 1

Sample Response XML J1604033965 S001731959 1 147542 122.689999992



CS 24 S1619227 2 147542 1.829200000 CS 24 general replacement desc test SHIPTO CUSTOMER PN S1619227 1 116046 387.982000000 m 1000 Your # RYANB RYANB1234 RYANB Mass Order Price Information retrieved successfully.

OrderAttachmentSubmit This transaction now uses the new Attachment Types: DeliverySignature and DeliveryPhoto. The system uses the document profile set in the Proof of Delivery Signature Document Profile control maintenance record. This is branch specific.

If blank, the system uses POD.

If set to DeliverySignature, the system uses the Proof of Delivery Print Status Override on Upload control maintenance record to determine the invoice status.

If set to DeliveryPhoto, the print status does not change.

If no AttachmentType is defined, then the system uses the profile set in the IDMS-XML Entity Image Attachment Profile control maintenance record.

Web Integration Enhancements Rel. 9.0.3


Note: The ContentType tag must include a value defined on the Image Extensions to Show in WOE control maintenance record. By setting this value, the file extension is saved to disk on the imaging server. The system will not use the extension from the FileName value.

Sample XML xxxxx xxxxx S001820045 1 Signature via OrdAttSubm signature.bmp image/bmp base64 JVBERi0xLjQKJcfsj6IKNSAwIG9iago8PC9MZW5ndGggNiAwIFIvRmlsdGVyIC9G

EntityAttachmentSubmit This new transaction and its response have been added to add attachments to an entity.

Sample Submit XML

login password

27968

IXEntAttTest test.txt text/plain base64



dGVzdGluZyBhdHRhY2hpbmcgYSB0ZXh0IGZpbGUNCg==

Sample Response XML

27968

00161343 IXEntAttTest2 test.txt text/plain

Entity attachment submitted successfully.

Note: The ContentType tag must include a value defined on the Image Extensions to Show in WOE control maintenance record. By setting this value, the file extension is saved to disk on the imaging server. The system will not use the extension from the FileName value.

Additional Solar Enhancements Rel. 9.0.3


Additional Solar Enhancements

The following options were added to the Solar Application but are not connected to an overall project.

A/P Entry Button In Release 9.0.3, the A/P Entry window has been enhanced to include a new Edit button. This button lets you change the vendor, if needed, for the entry if there is no purchase order attached and if the payable is in an open period. The user is only changing the vendor on the displayed payable. If the payable is in a closed period or attached purchase order, then button is deactivated.

For more information about A/P Entry, see Entering and Editing Payables in the Accounts Payable online help documentation.

Activity Trigger for Carton Packing In Release 9.0.3, a new Trigger Description has been added to Customer Maintenance. You can now trigger an event after a carton is handled in one of the following ways: Carton Created, Item Packed, Carton Packed, or Order Packed. You can then indicate if you want the user to confirm, cancel, or always process the label creation. When this activity trigger is set, the system activates the Product Labels button in Carton Packing for the user to access.

Connection Pool Window Updates In Release 9.0.3, the Connection Pool window now displays a new Call Volume and Call Workload columns allowing you to view the number of times the database has been queried and the amount of time the connection pool spends waiting for the server to finish.

Additionally, a new View Call Details button displays a table showing the subroutine calls and the corresponding volume and workload information.



Eclipse Reports

In Release 9.0.3, you can delete a report template, if you are the owner. When you delete a template, all users on the access list are removed. This helps you clean up unused templates within your system.

SOE Views Global Basis Columns

In Release 9.0.3, the User-Defined Global Basis fields were added to the column listings for selection in Order Entry View Maintenance.

Additional Solar Enhancements Rel. 9.0.3


For more information about managing your order entry views, see Creating Custom Order Entry Views in Application Maintenance.

P/O Line Numbers and Product ID Columns in SOE In Release 9.0.3, new PO Line Number and Product ID columns are available to add through OE View Maintenance to the SOE Detail Scheduling tab.

Show Error Log Option Prior to Release 9.0.3, users had to be assigned the SUPERUSER authorization key to view the Solar Error Log contents. Now, all users can access the information to help troubleshoot Solar errors, as needed.



Error Log Example When viewing the error log, you can copy and paste the contents into an e-mail to assist Eclipse Support in troubleshooting:

For more information about the error log, see Viewing the Solar Eclipse Client Error Log in the System Maintenance online help documentation.

Eterm Application Update Rel. 9.0.3


Eterm Application Update

Customer Request "I want to be able to open long URL links from Eterm, but the system doesn't hold the entire web link."

Enhancement Description In Release 9.0.3, a new version of Eterm was created to allow for better compiling processes with current development tools. Updates include the following:

Increasing the command buffer size so that Eterm can launch current browser options and URLs longer than 200 characters.

The system opens thumbnails and image attachment viewer when using PNG files.

A new MSI installer.

Upgrading No changes are required by users for this new Eterm version. Consult with Eclipse Support if you require the new Eterm version to manage long URLs.



Epicor University Content Enhancements

The following enhancements have been added to the Solar Eclipse online help in Release 9.0.3.

Note: Regardless of the release you are currently running at your place of business, you can access the latest Eclipse documentation through the Customer Support Website.

F9 Additions In Release 9.0.3, 1387 F9s have been added or updated throughout the system to enhance your day-to-day use of Eclipse.

Web Integration Documentation A new About Attachments topic was added to the Web Integration documentation to help setup and learn more about how attachments are used in the various transactions and tags.

Beta Test Update Indicator A new icon indicates if a feature was modified or added based on Beta test customer request. Contact your Eclipse Account Manager for more information on becoming a Beta testing customer.

Feature/Function Documentation In Release 9.0.3, the Eclipse Online Help has now separated the following information into an individual documents for ease of use and quick location.

User-Defined Functions

Role Maintenance

Eclipse Import File Maintenance

Chip and PIN Payment Processing Additionally, the index entries have been updated for more robust keywords and easy locating.

Quick Reference Cards by Subject and Area In Release 9.0.3, the following quick reference cards have been added to the online help system and the Customer Support Website.

Variable Dating

Ship Via Hierarchies

Printer Selection Hierarchy

GMROI Calculation

http://erpcustomer.epicor.com/cws/public/signInProcess.dohttp://erpcustomer.epicor.com/cws/public/signInProcess.do

Control Maintenance Records for 9.0.3 Rel. 9.0.3


Control Maintenance Records for 9.0.3 Following are the new or updated control maintenance record in Release 9.0.3:

Control Maintenance Record New Changed Solar Eterm

Always Log The First Non-Zero Cost For Products Indicate if you want the system to record the first non-zero price when no prior prices have been recorded previously.

Note: Enabling this control maintenance record may affect the speed at which your system checks costs.

X X

Auto Prompt For G/L Account Detail Notes Editing now allowed in Solar for this control maintenance record. In addition, A/P Entry now also prompts for an entry in the Detail Notes column on the General Ledgers tab.

X X

Create PO Variances For EDI Invoices The following options were added for EDI invoice matches: # of Days for Critical Priority in PVR Queue Variance Type Assign By Default To Default Resolution Reason

X X

Display Certification Products in WOE Indicate if you want products requiring certification to display in web order entry interfaces. The default is No.

X X

Enabled Showroom Branches Indicate at which branches you want to enable Showroom capabilities.

X X

iBeacon Default Region UUID Registration Company-wide setting for universally unique identifier (UUID) iBeacon broadcasts.

X X

Print Status Override on EPAD Signature Upload Renamed to Print Status Override on Signature Upload and confirmed that options works for both EPad and triPOS signature capture devices.

X X

Use P/O Cost on Central P/O Transfers Set to Yes to use the purchase order cost on central purchase order transfers.

X X

Small Project Job Setup New option for Default Rebate Product. Select the product to use when the purchase order is created when processing the contract from the sales order. Prior to Release 9.0.3, the system used the setting in the Rebate Detail Setup Information control maintenance record. New option for Allow SPJ Editing When P/O is Paid or in a Closed Period to let you control if you want to edit SPJ orders when the purchase order has been paid or is in a closed period.

X X



Authorization Keys for 9.0.3 Following are the new or updated authorization keys in Release 9.0.3.

Authorization Key New Changed Solar Eterm

JOB.MGMT.TAX.EDIT* Removed. Job Management will use the settings found in core Eclipse to apply permissions for editing tax information.

X

JOB.MGMT.MANAGE.TRANS* Prior to Release 9.0.3, you had to be a SUPERUSER to access the Balance Out and Delete Adjustments functionality on the Financial Summary page. You can now use this authorization key to allow users to that function without granting full SUPERUSER access.

X X X

PROCURE.COGS.EDIT Allows users to change the cost of goods sold (COGS-COST) on a sales order for only procured products.

X X X

PROCURE.COST.EDIT Allows users to change the commission cost (COMM-COST) on a sales order for only procured products.

X X X

* See the Job Management online help for more information about Job Management authorization keys.

DisclaimerWelcome to Eclipse Release 9.0.3 Feature SummaryApplication Feature Indications

Small Project Jobs EnhancementsSmall Project Job Setup Control Maintenance Record UpdatesMultiple Purchase Order ListNew Columns on the Small Project JobsPrint Item PricesContract Price and Cost ValidationContract Price Updates

Product Cutting EnhancementsCustomer RequestEnhancement Description - Tote StagingEnhancement Description - Cutting Ahead

Tax Jurisdiction Code UpdateCustomer RequestEnhancement DescriptionEterm Details

Branch Code Lookup TableCustomer RequestEnhancement Description

WIT-NET InterfaceEDI Contract ImportsJob ManagementJob Management User InterfaceAlternate Address Removal OptionChange Order Duplicate Entry WarningChange Order HighlightingCOD Customer AwardsColumn FunctionalityEntity ID Reference AddedImport BOM Option for First RowsGL Sales Source EditingJOB.MGMT.MANAGE.TRANS Authorization KeyJOB.MGMT.TAX.EDIT Authorization Key RemovedJob Management Error PageTask and Note EditingProduct Type ColumnReceiving URL

Eclipse ShowroomCustomer RequestEnhancement DescriptioniBeacon TechnologyWireless Bid CreationCash or Account CustomerProduct CategoriesProduct DetailsRoom TagsModify PricingE-mail and Print BidOpportunity Follow Up QueueEdit Exiting Orders

Control Maintenance Records

Chip & PIN EnhancementsCustomer RequestInstaller ImprovementsAPI Vantiv LogstriPOS Setup OptionsReturns for Debit SalesUser-Facing Credit Card MessagesSaved Home Branch Value

Web Integration EnhancementsSessionIDMassOrderPriceInquiry and MassOrderPriceInquiryResponseOrderAttachmentSubmitEntityAttachmentSubmit

Additional Solar EnhancementsA/P Entry ButtonActivity Trigger for Carton PackingConnection Pool Window UpdatesEclipse ReportsSOE ViewsShow Error Log OptionError Log Example

Eterm Application UpdateCustomer RequestEnhancement DescriptionUpgrading

Epicor University Content EnhancementsF9 AdditionsWeb Integration DocumentationBeta Test Update IndicatorFeature/Function DocumentationQuick Reference Cards by Subject and Area

Control Maintenance Records for 9.0.3Authorization Keys for 9.0.3

eclipse release 9.0.3 feature summary - epicor · varying interpretations as well as to change and...

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