Welcome to Eagle Release 30! The following documentation provides brief descriptions of new or enhanced functionality in Eagle Release 30. Each major product addition or enhancement is discussed briefly below. For complete information about new or enhanced functionality, refer to the corresponding links below to online help installed with your upgrade.
Note: We highly recommend that Eagle Analytics users upgrade to Compass 14.0.0.6825 or higher when upgrading to Eagle Release 30 or above.
eConnect 3 users - if you use eConnect 3 to install software on your clients, they must be on version 3.371 or higher before you can do the upgrade to Release 30. The latest version of the eConnect 3 software is available for download at the Eagle Customer Portal.
The following point-of-sale features are now available in Release 30:
A PIN Pad software upgrade is required to ensure the latest requirements install. If the verify pin pad level check is enabled on a station, when launching Point of Sale (POS), a message prompt will display until you update the PIN pad.
For more information, see Upgrading Your PIN Pad Device.
The new viewer allows you to view and search for customers with stored credit cards, debit cards, and gift cards on file. The new viewer lets you filter the data by Customer #, Job, Expiration Date, and Thru Date and send text messages to customers.
Note: Requires Security Bit 690 "Access to customer credit card maintenance" set to Y.
For more information, see Using Stored Credit Card Viewer.
You can launch the CARD Payments screen from the Stored Credit Card Viewer to view credit authorization details.
Notes:
Requires Security Bit "1156 Access CARD Payments Dialog" set to Y.
Requires Option 1345 "Point to Point Encryption" set to Y.
For more information, see Using Stored Credit Card Viewer.
From the Stored Credit Card Viewer, launch Credit Card Maintenance to view customer credit card data.
Note: Requires Security Bit 690 "Access to Customer Credit Card Maintenance (encrypted mode)" set to Y.
For more information, see Setting Up Customer Credit Card Storage.
In this release, the process of setting up customer credit card storage has been enhanced. Use the new Last Used field added to the Credit Card Maintenance screen to specify the last credit card transaction.
For more information, see Using Stored Credit Card Viewer.
The POS Order Viewer functionality has been updated with advanced filtering for the columns Special Instructions 1 and Special Instructions 2.
For more information, see Using the Orders Viewer.
The new Option 3561 "Include Additional Fields in POS Total Weight Dialog" set to Yes allows to add extra fields to the Total Weight Dialog in POS. The new Total Cubic Feet, Tallest Item (Height), Widest Item (Width), Deepest Item (Depth) fields retrieve item data from the Misc. tab in Inventory Maintenance (IMU). Weight and cubic feet values exclude backorder quantities. The application recalculates cumulative values and makes dimension comparisons for the greatest size immediately when the item is changed, voided, or deleted.
For more information, see Displaying Weight and Freight.
The following features have been added for the Inventory module:
Physical Inventory Posting (PIP) - The new Order Point column has been added to the Physical Inventory Posting grid to facilitate physical inventory analysis.
Inventory Maintenance (IMU) - The Option 2001 "Store specific fields to copy to synchronize with other stores (IMU)" has been enhanced to include the new Vendor Stock Number field.
For more information, see PO Worksheet: Set Up Options.
The Accounts Receivable module has been updated with the following enhancements:
Data Anonymization - The new Option 1961 - "Enable Anonymize Customer Data" and Option 1966 - "Anonymize Customer Minimum Days" - Requirements?" allow anonymizing customer data in order to meet the California Consumer Privacy Act (CCPA) compliance requirements. This is performed from the Change Customer Number (CCN) application, which deletes information in the customer record and changes the customer name to anonymous - (customer number). For more information, see Anonymizing Customer Data.
Note: Requires Security Bit 1164 Anonymize Customer Data set to Y.
AR Aging Report (RAG) - The AR Aging Report has been enhanced to include the new From/To Range is Correct field in From/To tab to help limit the transactions that may print when P - Purge option is selected. For more information, see A/R Aging Report (RAG) Field Help.
PIN Pad Access in Customer Maintenance (MCR) - You can now use your Ingenico iSC250 or Lane Series PIN pads to enter card information in the Credit Card Maintenance dialog in MCR for PCI compliant card entry. If an Eagle for Windows workstation has a PIN pad attached and configured in Device Configuration, the PIN pad prompts the user to swipe or manually enter the card when the terminal is running the Credit Card Maintenance application. The enhancement allows non-encrypted card entry or Epicor transaction security encrypted card entry on the PIN pad.
Notes:
Requires Eagle for Windows Option 1613 - "Allow barcode scanning in customer maintenance and all of its functions" set to Y.
If Epicor transaction security is enabled on the system, the encrypted card information is passed to the Epicor Payment Gateway, tokenized, and returned to the Credit Card Maintenance dialog where it can be saved to the Eagle server.
If Epicor Transaction Security is not enabled on the system, the non-encrypted card information is passed to the Credit Card Maintenance dialog where it can be saved to the Eagle server.
The module has been updated with the following enhancements:
Vendor Maintenance (MVR) - 1099 Category reporting has been enhanced to include advanced 1099 Category selection and support for printing both 1099-MISC and 1099-NEC forms in the 2020 IRS required format.
Two new types of compensation the vendor can receive are available in the 1099 Category field in the Accounts Payable tab in MVR and RA99 (1099 Report):
8 - Substitute Payments in lieu of dividends of interest
9 - Crop Insurance Proceeds
Note: For vendors that have Category 7, use the new 1099-NEC form when printing a report. If the RA99 is set to the 1099 category – “blank” and the 1099-MISC form is used, any vendor set with 1099 Category 7 will not print.
1099 Category 7- Non-Employee Compensation is still available for both Vendor Maintenance (MVR) and RA99. In RA99, it displays as "Non Employee Compensation Form".
For more information, see Vendor File Maintenance Field Help.
AP Assist Viewer - You can now use this viewer to process purchase orders received through ERP or EDIRP. When a purchase order is received electronically, the vendor can send the invoice data to update the purchase order receipt and the A/P voucher. This prevents processing an invoice through AP Assist. In this release, users that receive electronic purchase orders have the opportunity to allow the electronic invoice to update the purchase order receipt with invoice data.
When the new Option 1985 - "Update PO with Invoice Number from ERP?" is set to Y, the Electronic Receipt Posting (ERP) doesn't include any invoice data in the purchase order.
Note: This option also requires Option 1704 "AP Assist Import on System?" set to Y.
If Option 3232 "Enhanced EDI invoicing (EDIRP) on System?" is enabled, Eagle continues to generate a regular voucher for purchase orders received through EDIRP within the threshold. The regular vouchers include all invoice data and, therefore, can be processed in AP Assist.
For more information, see Using the AP Assist Processing Viewer.
AP Electronic Payment - The new Option 1976 "Which invoices require approval for check runs?" allows flexibility to require approval only for vendor invoices set up for ACH Automated Payment System and/or vendor invoices configured for live checks. The enhancement provides additional security to allow live checks to print without requiring approval but prevents the A/P Check Run Report (APCM) from ACH processing until management approval is received.
Note: Requires Option 9007 “Require A/P Check Run Approval” set to Y.
For more information, see Accounts Payable Options Field Help.
The following additional enhancements were added for the Eagle 30 release:
FFLCM Integration - Two additional options are now available for the Firearm Type field: T - Rifle/Shotgun, Z - Other. For more information, see Add Firearms to Inventory.
Email Audit Viewer - Use the new Email Audit By Purchase Order and Email Audit By Invoice viewers to view purchase orders and invoices separately. You can launch them from the System Management menu in eBrowser or click one of the links available in each viewer. Email Audit By Invoice has also been enhanced to include the Job Account column. For more information, see Using Email Audit Viewer.
New Email Audit By Statements Viewer - Use the Email Audit by Statements Viewer to keep record of sent statement emails. The viewer lets you sort emails or use a Search to find a particular email transaction. For more information, see Using Email Audit Viewer.
Note: Requires new Option 1995 "Statements - Email Auditing on System" set to Y.
Customer Duplicate Viewer - The viewer has been enhanced to include new columns for additional filtering and sorting: Last Sale, Dup Last Sale, Last Payment, and Dup Last Payment. For more information, see Using the Orders Viewer.
Customer Import Designer - Two fields have been updated to enhance the process of importing customer data: Note (Extended Description) and Note Type (Extended Description for Note Types 6, 7, and 24).
RICU AND RCCU - The new alert note now displays in Item Code Update Report (RICU) and Customer Code Update Report (RCCU).
Item List Maintenance Viewer - The viewer grid has been enhanced to include the new Quantity on Order (QOO) column. For more information, see Creating Item Lists in the Item List Viewer.
PIN Pad Devices Configuration - The Credit / Debit Pad screen now lets you run the device test in an EMV Contactless mode giving your customers safer options for payments. For more information, see Transactional Security: Setup
POS Flex Labels - In this release, the program supports Service Order Service Descriptions functionality. When you set up the label to print multiline descriptions, the Wrap Text enhancement makes all descriptions print within the desired label area.For more information, see POS Flex-Labels: Options Configuration.
A/R Transaction Report - A/R Transaction Report (RTR) now displays value up to 99,999,999.99 on the Summary and the Detail pages.
Eagle Browser - Eagle Browser now supports launching websites in the default browser. For more information, see Using Eagle Browser Version 2.
Note: This is only available for Links (set up in Options) in either Zone 2 or Zone 3 of the Eagle Browser view.
In this release, the ITR Miscellaneous Menu has been enhanced to include a new import option. Select U – Usage Adjustment Import to import a csv.file containing Inventory item change information. Any issues or statuses will be logged to the Miscellaneous Log file.
Requires the new Option 1979 - Unusual Usage Import to ITR from CSV.
Note: This new option also requires Option 3097 set to Y.
Requires Security Bit (MSE 754 POS Ability to enter unusual usage) set to Y.
Requires E4W 3097 SYSTEM Unusual Usage on System set to Y.
Note: The functionality doesn't support negative quantity adjustments. You need to enable D Option on the ITR Miscellaneous Menu to post the adjustment manually.
For more information, see Unusual Usage Import to ITR.
In this release, the Ace Rewards National Lookup screen has been enhanced to include two additional fields allowing clerks to capture a national account employee name and a purchase order number.
Weblinks now supports Ace images and others allowing Replaceable Parameters to be part of the SKU path/URL.
https://itemcatimages.aceservices.com/[1][2]/[3][4]/[I]_A.eps_High.jpg
https://itemcatimages.aceservices.com/18/95/1895192_A.eps_High.jpg (Large Resolution)
https://itemcatimages.aceservices.com/18/95/1895192_A.eps_Med.jpg (Medium size)
In this release, the Customer Maintenance Changes log reflects the "Added" records of the customers transferred from Ace Hotsheets. When a customer account changes, all the customer's detailed information displays in the log file.
In this release, the processing of Ace e-gift cards has been enhanced. Clerks now can easily check the value of an eGift card and scan the barcode for a payment, cash out or balance inquiry. The following options have been introduced:
The new Option 1967 "Alt Tender Gift Card Entry Method" and Option 1968 "Gift Card Cash Out in Maintenance" can be set to the following values:
N - Normal
B - Barcode Scan / Manual
M - Magnetic Swipe
The new Security Bit 1165 (MO) Allow Manual Gift Card entry in Alternate Tender Gift dialog allows to type a card number in the Pay by Gift card, Check Balance, and Cash Out dialogs.
Note: Security Bit 577 functionality remains unchanged.
POS - The Pay by Gift card, Check Balance, and Cash Out dialogs have acquired the Magstripe and Barcode buttons that allow toggling between the default and alternate entry modes. The new Balance button launching the Check Balance dialog has been introduced to perform a balance inquiry process.
Note: Setting Option 1967 and Option 1968 to either B or M allows a default card entry type, e.g. barcode scan / manual entry or magnetic swipe. The newly added button in the Pay by Gift card, Check Balance and Cash Out dialogs displays the alternate entry mode.
For more information about gift cards, see Redeeming Gift Cards in POS.
In this release, the new Select Best Email screen has been added to allow the user to select an email address if the customer has several emails attached to the phone number.
In this release, the Committed Quantity field on the Stocking tab in Inventory Maintenance (IMU) immediately updates when an employee accepts an Acehardware.com order. You can click the field to follow the URL displaying order information details.
Security Bit 1165 - (MO) Allow Manual Gift Card entry in Alternate Tender Gift dialog
Security Bit 1166 - (MO) Allows customers to set up manual entry mode for PIN Pad devices
Note: This Security Bit will be available for use on L30.1.
In this release, the following enhancements are available for Compass licensed customers:
Customer Contacts - The Customer Contacts table has three new editable dimensions: Contact Via, 3rd Party Email, and 3rd Party Text.
Return Validation - Use the new Original Store dimension available in the Return Validation table.
Customer Table - The Customer table has been updated with three new dimensions: BR Customer Type, Business, and Gender.
Item List Details - The Item List Detail table has two new dimensions: Rebate Amount and Rebate Item.
Resale Expiration Date - You can now edit the Resale Expiration Date field.
Deposit Tracking - The new Deposit Tracking table is available.
Plate to VIN
Select a vehicle using a Plate outside of LaserCat
Initiate a parts lookup using a vehicle plate
Get tire fitment information using a vehicle plate
Control whether a particular user can use the Plate to VIN feature through the interface
GFX - Added a new clickable column for GFX on cataloging screen for quick access to graphic diagram
Dynamic Updates - Modified the full download feature of Dynamic Updates. It now uses 5 zip files to load all of the data other than BuyerAssist and PIP on a full download.
Miscellaneous Additional Fixes