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Activant Eclipse Manual

Signature capture suite
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Eclipse Signature Capture Suite
Release 8.6.4 (Eterm)

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Summary of Contents for Activant Eclipse

  • Page 1 Eclipse Signature Capture Suite Release 8.6.4 (Eterm)
  • Page 2 Activant Solutions Inc. in the United States and other countries. Activant Eclipse is a trademark and/or service mark of Activant Solutions Inc. All other trademarks or service marks are the property of their respective owners and should be treated as such.

  • Page 3: Table Of Contents

    Table Of Contents Signature Capture Suite Overview....................1 EManifest............................ 1 EPad ............................1 Manifest Processor........................1 Signature Capture and Document Imaging Guidelines ..............2 Additional Document Imaging Settings for EPad ..............2 EManifest Overview ........................4 Downloading EManifests to Palm Devices ..................5 Collecting Electronic Signatures with EManifest................
  • Page 4 Eclipse Signature Capture Suite Validation Preferences ......................26 General Preferences ........................27 Communications Preferences....................27 Setting Up Host EPad Preferences....................28 Setting Up EPad Preferences by Branch..................30 Setting Up EPad Preferences by POS Location................31 Validation Preferences ......................31 General Preferences ........................

  • Page 5: Signature Capture Suite Overview

    EManifest is used with Palm devices to collect and upload electronic signatures for storage on the Eclipse system. After downloading manifests to a Palm device, drivers can collect signatures for each delivery right on the Palm. When the Palm device is synchronized with the system, the application attaches the collected signatures to their invoices and manifests.

  • Page 6: Signature Capture And Document Imaging Guidelines

    Just make sure to replicate the © 2008 Activant Solutions Inc. All rights reserved.
  • Page 7 See Document Replication Overview for information on how to: • Set up temporary storage locations. • Schedule replications. • Clean out temporary storage locations. See Also: Document Imaging Overview Purging Images Signature Capture Suite Overview © 2008 Activant Solutions Inc. All rights reserved.

  • Page 8: Emanifest Overview

    The Palm saves all delivery-confirmation signatures, and any attached comments entered on the Palm. • At the end of the day, upload the saved signatures and comments to the Eclipse system. The application automatically attaches signatures to the appropriate invoices and comments to the appropriate manifests.

  • Page 9: Downloading Emanifests To Palm Devices

    Manifest Palm IDs control maintenance record. These IDs do not need to be Eclipse user IDs. The system prompts you that the manifest is ready to be synced to the defined Palm. © 2008 Activant Solutions Inc. All rights reserved.
  • Page 10 6. You can now collect EManifest signatures for the downloaded manifest. See Also: Collecting Electronic Signatures with EManifest Uploading EManifest Signatures Using Signatures Attached with EManifest EManifest Overview Shipping Manifest Queue Overview Sales Management Overview © 2008 Activant Solutions Inc. All rights reserved.

  • Page 11: Collecting Electronic Signatures With Emanifest

    You were unable to make all deliveries on the manifest today, and you do not work tomorrow. Remove all unsigned stops and HotSync your Palm device with the Eclipse system to upload any signed stops. The warehouse manager can add the undelivered stops to tomorrow's manifest, which will be downloaded to the Palm device of tomorrow's delivery person.
  • Page 12 The system returns you to the Shipping Manifest screen. 8. Repeat the process for all manifest stops on your Palm device. 9. At the end of the day, upload the collected signatures to the Eclipse system. More Options from the Shipping Manifest Screen...
  • Page 13 After entering comments, tap the Done button to save the comments and return to the Approval screen. See Also: Downloading EManifests to Palm Devices Uploading EManifest Signatures Using Signatures Attached with EManifest EManifest Overview Setting Up Palm Devices for EManifest © 2008 Activant Solutions Inc. All rights reserved.

  • Page 14: Uploading Emanifest Signatures

    After deliveries are made and signatures collected, upload all signatures and any additional comments to the Eclipse system by performing a HotSync. The system saves the uploaded information in the defined storage ID, and attaches all signatures to their respective invoices and all comments to their respective manifests.

  • Page 15: Using Signatures Attached With Emanifest

    Using Signatures Attached with EManifest You can view attached EManifest signature images from their invoices and manifests on the Eclipse system. In addition, you can also print, fax, or e-mail the invoices with the attached signatures. Note: You must have additional code installed with Document Imaging to print or fax invoices with attached signatures.
  • Page 16 6. Press F12 to exit the Sales Order Entry screen. See Also: Uploading EManifest Signatures Collecting Electronic Signatures with EManifest Downloading EManifests to Palm Devices EManifest Overview Opening File Attachments Using Indexer Menus Using Image Tools Closing Shipping Manifests © 2008 Activant Solutions Inc. All rights reserved.

  • Page 17: Emanifest Setup Overview

    Eclipse Advance Technical support. After installing the EManifest application, you must set up your Eclipse system, along with the Palm devices that will be used for collecting signatures. Define the following: •...

  • Page 18: Setup Requirements For Emanifest

    • Print Status Override On Palm E-Manifest Signature Upload • Set Print Status When Order Placed On Manifest • Valid Package Types • Verify Ship Date/Ship Via For Ready To Manifest Authorization Key Assign the following authorization key: • IMG.EDIT.ALLOWED © 2008 Activant Solutions Inc. All rights reserved.

  • Page 19: Setting Up Emanifest Hotsync Preferences

    3. From the Options men, tap HotSync Preferences to display the HotSync Preferences screen. 4. In the User ID field, enter the Eclipse ID of the person who will be using this Palm device. 5. In the Host Name field, enter the name of the Eclipse server.
  • Page 20 • Tap OK to save the settings and return to the HotSync Preferences screen. Note: We recommend that you select Auto Generate Paths. If you want to set your own paths, contact Eclipse Advance Technical support. 9. Tap OK to save settings and exit the screen. See Also: EManifest Setup Overview ©...

  • Page 21: Setting Up Palm Devices For Emanifest

    4. After defining preferences, tap the OK button to apply the preferences and return to the Shipping Manifest screen. See Also: EManifest Setup Overview © 2008 Activant Solutions Inc. All rights reserved.

  • Page 22: Epad Overview

    The EPad process for capturing signatures at your sales counters is simple: • Capture signatures on an EPad Signature Capture device. • Attach signatures to their appropriate invoices through a click of a button on the Eclipse Electronic Signature Capture window.

  • Page 23: Capturing Signatures With Epad

    Signatures captured with EPad are automatically attached to their invoices on the Eclipse system. Capturing signatures with EPad is simple: • As soon as order generations are entered and invoiced, display the invoice on the Eclipse Electronic Signature Capture window.
  • Page 24 Rel. 8.6.4 (Eterm) 5. Ask the customer to sign on the EPad Signature Capture device. The customer's signature displays on the Eclipse Electronic Signature Capture window just as it does on the EPad Signature Capture device. 6. Click the Accept button to accept the signature, attach it to the invoice, and minimize the window if defined.

  • Page 25: Using Signatures Attached With Epad

    After a customer signs for a transaction on the EPad Signature Capture device and you accept the signature, the system attaches the signature to the invoice on the Eclipse system. View the attached signature from the invoice on the Eclipse system.
  • Page 26 6. Press F12 to exit the Sales Order Entry screen. See Also: Capturing Signatures with EPad Signature Capture and Document Imaging Guidelines EPad Overview Troubleshooting EPad Opening File Attachments Using Indexer Menus Using Image Tools © 2008 Activant Solutions Inc. All rights reserved.

  • Page 27: Troubleshooting Epad

    From the msg-ack directory, the system can attach the signature images to their invoices. See Also: EPad Overview Running the Imaging Invoice Exception Report Running Additional Imaging Reports © 2008 Activant Solutions Inc. All rights reserved.

  • Page 28: Epad Setup Overview

    Eclipse Advance Technical support. After all components are installed, you must set up your Eclipse system, along with the EPad Signature Capture devices that will be used for collecting signatures. Define the following: •...

  • Page 29: Setup Requirements For Epad

    • Print Status Override On EPad Signature Upload • Prompt For COD Payment During EPad Signature Capture Imaging • Valid Imaging Auth Keys Authorization Key Assign the following authorization key: • IMG.EDIT.ALLOWED © 2008 Activant Solutions Inc. All rights reserved.

  • Page 30: Epad Preferences

    EPad preferences are grouped into three areas – Validation, General, and Communication Preferences. They are the same whether defined in EPad Settings Maintenance or Eclipse Signature Capture Settings.

  • Page 31: General Preferences

    Eclipse system and cannot be edited when defining validation formats. General Preferences Set up general preferences to define how and when the Eclipse Electronic Signature Capture window displays, along with the following: • The document imaging profile in which to store signatures if you do not want to use the profile defined for the network host in the EPad Signature Document Profile control maintenance record.

  • Page 32: Setting Up Host Epad Preferences

    Setting Up Host EPad Preferences Before using EPad to collect signatures for invoices, define host preferences. These preferences determine the settings for EPad Signature Capture devices and the Eclipse Electronic Signature Capture application at all of your branches and point-of-sale (POS) locations. Host preferences can be overridden at each branch and POS location if you define the host settings as editable.
  • Page 33 4. In the Editable field for each item, enter Yes or No to indicate if the item is editable at your branches and POS locations. 5. Press Esc to save your updates and exit the screen. © 2008 Activant Solutions Inc. All rights reserved.

  • Page 34: Setting Up Epad Preferences By Branch

    9. In the Editable field for each item, enter Yes or No to indicate if the item is editable at your POS locations for the branch or territory. 10. Press Esc to save your updates and exit the screen. See Also: EPad Preferences © 2008 Activant Solutions Inc. All rights reserved.

  • Page 35: Setting Up Epad Preferences By Pos Location

    To set up EPad validation preferences for a single POS location: 1. Display the Eclipse Electronic Signature Capture window on your terminal. 2. From the File menu, select Settings to display the Eclipse Signature Capture Settings window. 3. Click the Validation tab to display the Validation section of the window.

  • Page 36: General Preferences

    7. Click the OK button to save the settings and exit the window. General Preferences Set up general preferences to define how and when the Eclipse Electronic Signature Capture window displays, along with other miscellaneous settings. To set up general EPad preferences for a single POS location: 1.

  • Page 37: Communications Preferences

    Note: To access the Eterm terminal ID, from Eterm select the Configure > Communications menu to display the Configure Communications window. The ID is displayed in the ID field. 5. In the Eclipse Host Information area of the window, set the following two preferences: Preference Function The network host to which you are replicating signatures.
  • Page 38 • If you set up communications incorrectly, the system prompts you with "The connection to the host could not be established! Check your settings and try again!". Click the OK button to return to the Eclipse Signature Capture Settings window and re-enter the Eclipse host information.

  • Page 39: Manifest Processor Overview

    • Use the Manifest Processor application to crop out each signature on a manifest and attach the signature to the appropriate invoice on the Eclipse system. You can process a single manifest image separately or all manifest images in the Manifest Processor directory simultaneously.

  • Page 40: Creating Manifests For Manifest Processor

    7. Use the Print hot key to print the manifest and return you to the Shipping Manifest Queue screen. 8. Press Esc to save the manifest and exit the screen. See Also: Collecting Signatures for Manifest Processor Processing Signatures with Manifest Processor Auto-Processing Signatures with Manifest Processor © 2008 Activant Solutions Inc. All rights reserved.

  • Page 41: Collecting Signatures For Manifest Processor

    5. After making all deliveries and returning to the warehouse, give all signed manifests to the warehouse personnel in charge of processing the manifest signatures. See Also: Creating Manifests for Manifest Processor Processing Signatures with Manifest Processor Auto-Processing Signatures with Manifest Processor Manifest Processor Overview © 2008 Activant Solutions Inc. All rights reserved.

  • Page 42: Processing Signatures With Manifest Processor

    • Click on the Browse For Folder icon – located to the right of the Directory field – to display the Browse For Folder window. Browse to the Manifest Processor directory and click OK to return to the Eclipse - Manifest Processor window with the directory displayed in the body of the window.
  • Page 43 Handling Misreads in Manifest Processor Auto-Processing Signatures with Manifest Processor Using Signatures Attached with Manifest Processor Creating Manifests for Manifest Processor Collecting Signatures for Manifest Processor Manifest Processor Setup Overview Manifest Processor Overview © 2008 Activant Solutions Inc. All rights reserved.

  • Page 44: Auto-Processing Signatures With Manifest Processor

    • Click on the Browse For Folder icon – located to the right of the Directory field – to display the Browse For Folder window. Browse to the Manifest Processor directory and click OK to return to the Eclipse - Manifest Processor window with the directory displayed in the body of the window.

  • Page 45: Handling Misreads In Manifest Processor

    • Enter the cropping profile to use in capturing the signature. To handle misreads in Manifest Processor: 1. Display the Eclipse - Manifest Processor window on your terminal. 2. Click the Misreads button to display the Manifest Processor - Misreads window.
  • Page 46 Click the Clear All button to delete all misread manifests from the Manifest Processor - Misreads window. 12. Click the Close button to save changes and exit the window. See Also: Processing Signatures with Manifest Processor Auto-Processing Signatures with Manifest Processor Manifest Processor Overview © 2008 Activant Solutions Inc. All rights reserved.

  • Page 47: Using Signatures Attached With Manifest Processor

    Signature Capture Suite Using Signatures Attached with Manifest Processor You can view attached Manifest Processor signature images from their invoices on the Eclipse system. In addition, you can also print, fax, or e-mail the invoices with the attached signatures. Note: You must have additional code installed with Document Imaging to print or fax invoices with attached signatures.
  • Page 48 6. Press F12 to exit the Sales Order Entry screen. See Also: Processing Signatures with Manifest Processor Auto-Processing Signatures with Manifest Processor Manifest Processor Overview Opening File Attachments Using Indexer Menus Using Image Tools © 2008 Activant Solutions Inc. All rights reserved.

  • Page 49: Manifest Processor Setup Overview

    Eclipse Advance Technical support. After installing Manifest Processor, you must set up your Eclipse system, along with the Manifest Processor application. Define the following: • Control and authorization parameters on the Eclipse system.

  • Page 50: Setup Requirements For Manifest Processor

    • Print Status Override On Manifest Processor Signature Upload • Set Print Status When Order Placed On Manifest • Valid Package Types • Verify Ship Date/Ship Via For Ready To Manifest Authorization Key Assign the following authorization key: • IMG.EDIT.ALLOWED © 2008 Activant Solutions Inc. All rights reserved.

  • Page 51: Setting Up Manifest Processor Options

    1. Display the Eclipse - Manifest Processor window on your terminal. 2. From the Tools menu, select Options to display the Manifest Processor - Options window. 3. In the Eclipse Host area of the window, populate the following fields: Field Description Eclipse Host The network host to which you are uploading signatures.
  • Page 52 6. In the Network Timeout field, drag the button to define the number of seconds that the Manifest Processor application will try to contact the host before timing out. 7. Click the OK button to save the settings and exit the window. See Also: Manifest Processor Setup Overview © 2008 Activant Solutions Inc. All rights reserved.

  • Page 53: Setting Up Cropping Coordinates For Manifest Processor

    • Click on the Browse For Folder icon – located to the right of the Directory field – to display the Browse For Folder window. Browse to the Manifest Processor directory and click OK to return to the Eclipse - Manifest Processor window with the directory displayed in the body of the window.
  • Page 54 This window displays the coordinates for the selected area. 8. Keep this window open, as you will use it to populate the cropping coordinates in the Eclipse system. To define cropping coordinates in the Eclipse system: 1. Calculate the cropping coordinates. 2. Display Eterm on your terminal.

  • Page 55: Index

    21 control parameters......14 printing from invoice ......21 document imaging....... 2 viewing from invoice ......21 HotSync preferences ......15 troubleshooting ........23 Palm devices ........17 signatures HotSync collecting..........7 © 2008 Activant Solutions Inc. All rights reserved.
  • Page 56 ..........49 collecting........... 37 signatures e-mailing from invoice...... 43 EManifest faxing from invoice......43 accessing from invoice...... 11 printing from invoice ......43 collecting..........7 processing ......... 38 storing on host........2 © 2008 Activant Solutions Inc. All rights reserved.
  • Page 57 21 cropping coordinates......49 capturing ........... 19 processing ......... 38 storing on host........2 storing on host........2 Manifest Processor accessing from invoice...... 43 uploading, EManifests to Palms ....10 © 2008 Activant Solutions Inc. All rights reserved.

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