Trade Reference Replies for Epicor Eagle
A reference request on one of your customers is read as it arrives, by fax, email or form. Lunica pulls the account’s history from Eagle, sold since, high credit, terms, average days to pay, the last twelve months, drafts the reply in your policy’s wording, and your credit manager sends it.
CreditUpdated Oct 202620 ERPs
See it work on Eagle.
Click through the steps. Fictional data, in Eagle’s terms; the real thing runs on Eagle.
Trade reference request: Northline Drywall, 220 Mill Rd. Please provide sold since, high credit, current balance, terms and manner of payment. Account opening in process; reply by fax or email appreciated.
Read from the fax: who asks, which customer, what they want.
The problem, as it happens in Eagle.
A reference request comes in from another yard’s credit desk, on their form, by fax or as a PDF in the AR inbox. Somebody opens the customer file in Eagle, runs the Business Advisor aging for the account, scrolls back through the sales history for the high credit, guesses at average days to pay, and types the answer onto the form by hand. Twenty minutes, if nobody is at the counter.
What gets said varies by who answered. One clerk gives the limit and the balance, the next says “satisfactory”, a third mentions the hold from last spring. Nobody tracks what was said about whom, and the request that sat in the fax tray for a week cost the customer a supplier.
How it works.
- 1
The request is read as it arrives
Fax, email, PDF or the other supplier’s web form. Lunica reads the customer named, who is asking and what they ask for, and matches it to the customer file in Eagle, with the match shown for a person to confirm.
- 2
The account history is pulled
Sold since, high credit, current balance and terms, average days to pay, the last twelve months’ purchases, past-due history. Every figure is read from Eagle for this reply, never typed or remembered.
- 3
The reply is drafted in your words
Your policy decides what a reference may say: ranges instead of figures, no limit, pay history as a band. The draft follows it, on the requester’s form or in a letter, and a rule refuses any line the policy doesn’t allow.
- 4
Your credit manager sends it
Edit, send or decline. Every reply is filed against the account with who asked, what was said and when, so the next request is answered the same way.
How it connects to Eagle.
Lunica reads the customer file, invoice and payment history and the terms per account through the Eagle data warehouse, under a database account that can only read, for the account the request names: first sale, high credit, balance, days beyond G · 30 DAYS FROM EOM, twelve months of purchases. It reads the rows for that account only, when a request comes in.
Nothing is written to Eagle by Lunica and nothing is sent on its own. Every reply is a draft until a person sends it. The request and the reply are filed against the account on the Lunica server, on one Windows server inside your network, beside the Eagle server. If you note the reference on the customer file, that is keyed by your team.
What a week looks like.
- Every reference request answered the same day, in your policy’s words.
- Figures come from Eagle, read for the reply, not from memory.
- What was said about each customer, and to whom, is on file.
- The request that used to sit in the fax tray is in the queue by morning.
Questions
Does Lunica send the reply?
No. It drafts it. Your credit manager reads it, edits it if needed, and sends it, or declines the request.
What does the reply say?
What your policy allows. Many dealers give high credit as a range, pay history as a band, and never the limit or the balance. The policy is a spec your admins edit, with history and revert.
What if we don’t have the customer?
It says so, and drafts a short reply that the account isn’t found, for a person to send. Nothing about anyone is guessed.
Does it read Eagle for every request?
Yes, for the one account the request names, at the time of the request, through the Eagle data warehouse, under a database account that can only read. Nothing is stored in bulk.
What about requests on the other supplier’s form?
The form is read and the answers are drafted onto it, or into a letter if the form can’t be filled. Fax, PDF, photo or web form.
Does it write anything to Eagle?
No. The request and the reply are filed against the account on the Lunica server. The customer file in Eagle stays as your team keeps it.
Which Eagle editions does it work with?
Lunica works from the Eagle data warehouse. Your edition and version are confirmed during onboarding, before anything is connected.
Does it need a server?
One Windows server or VM inside your network, set up and maintained by Lunica. It reads Eagle over the LAN; there is no inbound connection from outside, ever.
What about iNet and WebDocs?
Invoice copies come from iNet. Scanned documents keep flowing into WebDocs exactly as before; Lunica reads the scan share and never writes to it.
Can it post to Eagle if we want it to?
The standing rule is that a person does. Where Eagle takes a file, like AP Assist, Lunica prepares the file and your team imports it.
The same workflow, on another ERP.
Trade Reference Replies is written for every system on the list. You’re reading the Eagle version.
See it on your Eagle data.
Thirty minutes. We walk the workflow on Eagle data, then map it to yours.