Accounts Receivable Updates & Tasks

A checklist to implement the Revamping of Sales Tax Reporting and additional longer-term Accounts Receivable maintenance projects on the Eagle System as discussed 14 October. Based on the sales tax quarterly close at the end of November 2015, all work on the set-up of accounts regarding the revamping of tax reporting must be completed before that date. Michael Cinelli has no problems with a gradual implementation of the accounts between now and the November 30th cut-off date.

October 14th 2015 Office Meeting

Office Meeting Schedule & Outline

Date: 14 October 2015
Time: After Payroll - 2 Sessions
Session #1 A/R 11:30AM - 12:30PM
Session #2 A/P 12:30PM - 1:30PM
 Notes:

• Session outlines / attendees listed below
• If those sessions conflict with lunch schedules or coffee breaks, they can be swapped accordingly 

Import pdf Vendor Invoices Into Eagle Document Scanning Queue

Import Documents

(Document Scanning users)
Use the following procedure to import electronic documents (Micosoft Word files, Adobe PDF files, image files, etc.) into the Document Scanning (DS) application. Electronic documents must not exceed 250KB in size. Executable type files cannot be imported; this includes files with extensions .EXE, .BAT, .VBS, and .SCR.

Accessing / Viewing Your Open Orders From the Point Of Sale

Adding User (Employee) Records, Tracking Performance & Establishing Security Capabilities

Modern Paint Group: Adding User (Employee) Records, Tracking Performance & Establishing Security Capabilities

First: Determine the "Type" of Employee

C = Sales Clerk - Working at 1 Location / Store
M = Multi-Store Clerk - Does/Could Work at Multiple Locations
O = Office Staff - Doing Back-Office Work
X = Does not use the Eagle - But Clocks In (Drivers, etc.)

Level 24 Upgrade - Part 1 / Security

Eagle Level 24 Update

To all Employees:

Due to the recent formation of the Modern Paint Group and their migration off the masonry Depot Eagle System, as well as new national regulations to be fully Payment Card Industry Compliant in 2015, we have upgraded our system to Epicor's Level 24.1 software. There are several minor changes and enhancements which will be implemented in two phases prior to the conversion of Modern Hardware's data off the New Rochelle Servers:

Phase #1A - System Security Updates

Following the hardware upgrade, in which new credit card readers / signature pads were installed at each POS station and firewalls upgraded at each location, we are required to update our software accordingly:

1. Make certain the ONLY anti-virus / firewall software installed and running on your system (in the tray at the lower right-hand side of your taskbar, adjacent to the time) is SonicWall Enforced client software: 
2. In addition, do not enable Windows Firewall - regardless of system warnings you may receive in the Windows Action Center to activate their firewall

3. Avoid downloading any or all "free anti-virus" solutions from websites. Most notorious is the bundling of McAfee Security Scan Plus whenever you;re required to update your Adobe Flash Player. Make cetain to UN-check the "Optional Offer" to install that program before downlaoding / installing Adobe's Flash

4) As of today's date, every terminal across all four locations has e-Connect software running on it. This program makes updating future updates to the Eagle software much easier to perform - as the software is installed remotely and downloaded to each terminal. With the exception of Michelle at the Modern Corporate office and the 3 old Windows XP stations at the Modern Hardware store, all upgrades will be done without the need to download client software on each station / PC. If you do not have e-Connect running, please notify Vito in New Rochelle

Phase #1B - Eagle Security Updates

In addition to the four (largely invisible) changes that have already been implemented above, your Eagle programs will operate slightly differently. In addition to enhancements and implementation of Eagle N Series upgrades which will be covered in a subsequent message, the following 2 changes tafe effect immediately

1) Signon - Sign on automatically required at the launch of any Eagle application: Eagle Browser launch and all programs opened from your Desktop icons 

2) Terminal Numbers - All stations are assigned NEW terminal numbers. If your cash balancing worksheets used to be listed by terminal number / drawer, please note your new terminal number assignemnts in the top of the Eagle program windows
Network Access

Keep an eye out later this week for a full listing of new features on Level 24 / Eage N-Series software

Receivables / Payables / Purchase Receipts Document Scanning

In an attempt to scale-back our filing time and enable easier access to receiving and payables information, effective June 1, 2015, Masonry Depot is implementing a Document Scanning solution to our system and office procedures.