What's New on Release 25.1

Welcome to Eagle Release 25.1 (server Level 37.1). This document summarizes the new features and enhancements. Use the red links below to take you to a particular section of this document (POS enhancements, Inventory enhancements, etc.). For full-featured help for a particular new feature or enhancement, click its blue underlined text. Note: It is highly recommended that Eagle Analytics users upgrade to Compass 14.00.1405 or higher when upgrading to Eagle Release 25.1.

Eagle N Series Enhancements

POS Enhancements

Inventory Enhancements

Maintain Dynamic Promotions (MDP) Enhancements

Purchasing and Receiving Enhancements

Accounts Receivable Enhancements

Accounts Payable/General Ledger Enhancements

Advanced Receiving Enhancements

Miscellaneous Enhancements

Security Enhancements

Eagle N Series Enhancements

• Driver’s License for ‘No Receipt’ returns – this gives businesses with this type of return policy the ability to prompt for Driver’s License on a ‘no receipt’ return, limit the # of ‘no receipt’ returns allowed in a time period, and monitor ‘no receipt’ returns by customer, clerk, store. 

• Note: This enhancement requires upgrading to Compass version 14.0.0.1405.

POS Enhancements

• EMV Card Support – These are smart cards (also called chip cards or IC cards) which store their data on integrated circuits rather than magnetic stripes (although many EMV cards also have stripes for backward compatibility). For more information, please visit www.epicor.com/emv

• Charitable Donations – The pinpad’s ‘Round Up’ screen (When Option 1618 “Prompt Customer for Donation in POS” is set to R) now has the ‘Other’ button to allow your customer to donate more than the change. Also, a randomized character must be entered by the clerk which will prevent the donation prompt from being dismissed too soon.

• Quickrecall Viewer – Option 1649 "Quickrecall – starting Transaction Date for Customer/Date Range Lookup" allows a user to set the starting Transaction Date as the current date minus X days.

• For example, if you wish to see the customer's purchases for the last 7 days, set this option to 7.

• Open Order Report (RIO) – From/To for "Sales Rep" has been added to the selection criteria. This feature can be used to print pick tickets separately for each of your Sales Reps (applies if using Option 9299 "Show Sales Rep field in POS")

• Directed Refunds Enhancement – For customers using Option 9431 "Direct clerk to refund in original tender on returns."

• Transactions made by A/R charge can now direct the clerk to refund back to the account.

• Option 1655 "Refund with A/R Credit if original purchase was paid by A/R Charge"

• Option 1656 "Refund with A/R Credit when original payment is charge deposit"

• Transactions paid by Debit can now direct the clerk to refund back to the Debit card.

• Option 1653 "Refund with credit to debit card if original purchase was paid by debit"

• Option 1654 "Refund using same debit card when original payment is prepaid deposit" (requires option 1345 "Point to Point Encryption on system")

• In Store Gift Card Viewer has the new lookup "By Balance Age" which displays a Gift Card aging report viewer. Other enhancements include:

• The Amount column in the By Transaction Date lookup now shows as a negative and in red font, for these activities:  Redemption, Surcharge, and a manual Adjustment

• Column "Days Outstanding" shows the number of days since activation to today's date.

• Column "Days Inactive" shows how long it's been since the card has been used.

• Enter a reason in the new "Note" field when making a manual adjustment to a gift card using the <Adjust> button in GCV.

• Local Loyalty Enhancement – Loyalty point balance can be printed on the customer's receipt:

• Loyalty points balance – Option 1634 "Print Loyalty Points New Balance on Receipts"

• Quantity Breaks – Option 1659 “Calculate MQB Quantity Breaks using item's total quantity on transaction." This option will consolidate posted quantity break items and calculate the best quantity price break.

• Multiple Selling Unit – Option 1660 “Calculate MSU Quantity Breaks using item's total quantity on transaction”. This option will consolidate posted MSU quantities to calculate the best Multiple Selling Unit pricing.

• Tax Exempt field in Customer Maintenance has the option "M-Manufacturing"

• Deposit Activity Viewer (DEP) – Additional information is available to research and manage 'stale' orders and special orders.

• 3 additional columns: POS Order's Clerk, POS Order's Expected/Delivery Date, POS Order's Sales Rep
• Easily access the “View Document Activity Notes” to view, change, or add activity notes for the order/special order that is being researched
• Easily access the “View Invoiced Orders / Special Orders” viewer to see any invoices already generated for the order/special order that is being researched.

• Returns Validation with/without Receipt – You can limit the maximum refund a customer can receive without a manager's override.

• Option 1668 "Maximum refund amount with original receipt/credit card"

• Option 1669 "Maximum refund amount without original receipt/credit card"

• Dynamic Promotion Type 7 now includes Bill of Materials – Option 1652 “Dynamic Promotions - Type 7 Alt. Calc. - Include BOM's” – this option applies to customers using Option 1560 “Dynamic Promotions - Use Alternate Calculation for Type 7”. The setting of option 1652 determines if the system includes BOM’s in the discountable total used to calculate the DP Type 7 transaction discount. It is used instead of the setting in Option 750 “Apply Trade Discount to Millwork Assemblies?”  
• Cost Used in Calculations enhancement for commodity items with fluctuating costs – New Option 1466 "Default for the Cost indicator on the Header and in Posting’s Ctrl O” – whose domains are System* and Store.   
• Normally the Cost indicator on Orders, Special Orders, Estimates/Quotes, Service Orders, and Transfers defaults to your “Cost Used in Calculations” (Option 102).  
• Use this option if your "Cost Used in Calculation" (Option 102) is Average Cost, but you sell a lot of commodity items with fluctuating costs, and you need items to post with the most recent replacement cost in order to reflect a more accurate GP on the transaction. In this case set option 1466 to "R = Replacement Cost" to have the Cost indicator on the header screen of POS and in posting's Ctrl+O dialog default to Replacement, but can be changed as needed. 
•  Note: Please make sure that you have Option 410 "Use Current Cost when invoicing saved transactions?" set to 'Y' or 'X', so that once the order is invoiced the current average cost in Inventory Maintenance (IMU) will be used for the COGS instead of the replacement cost the item when it was posted initially.  

• Adding Non-Stock items in Point Of Sale – Before 25.1 you could use Template SKU’s in POS to add a non-stock item to inventory and immediately post it as a special order item. Ideally you would want to add this non-stock item with the Sellable in POS flag set to 'No' so that it is not accidentally sold in the future. You can actually add the non-stock SKU as non-sellable by setting the template SKU’s Sellable in POS flag to No, but it is a catch-22 because POS is then not able to post that special order item to the transaction since it is not sellable. 

• Now on L25.1 during the course of ‘adding and posting a non-sellable sku via a template sku’, POS will do a one-time ignore of the Sellable at POS = 'No' setting and post the item to that transaction. Additional attempts to post that same SKU will fail because the Sellable at POS flag is 'No'.  

Windows Inventory Enhancements

• Weblinks has the ability to import links – Inventory Import Tool can map the 'Weblink' field.

• Flexible Inventory Loading (FIL) – Has the ability to set fields to 'blank' using the new Option 1651 "Flexible Inventory Loading allows setting fields to blank."

• Promotion Update Report (RUP) – Has the prompt 'From/to range correct?' to protect the user from unintentionally activating promotions.

• Maintain Item Promotion (MIP) – When entering items using <Add>, the screen will retain the information you have entered into the fields. If the Add dialog is closed, once it is re-opened those values will remain as long as the user is working on the same promotion.

• Modify Item Promotions (MIP) – Has a prompt to activate new items added to an already active promotion

• COPYRECS contains 14 additional fields that can be copied to other stores

• Last Cost

• Tint Cost / Flat Fee

• Hazardous Item Code

• Harmonized System Code

• POS Sellable

• WIC Code

• Restricted Hours

• Min # of Std Pkgs

• New Order Qty

• Fixed Order Qty

• Special Fee Code

• Weighable?

• Tax Exempt Category

• Consumer Info Code

• Catalog Enhancement – When adding items from the catalog, the Class and Fineline dropdown fields in the Add Item dialog now support the '=' lookup.

• Inventory Maintenance – Serial # Maintenance now has the ability to quickly find the sales information for a specific serial #. Enter the serial # and click on the <Sold Info> button.

• Inventory Reports – if you have defined a description and choice list for inventory user codes in IMU you can now view and select from those choices in Inventory Reports.  Simply click on the Code’s hyperlink.

• Alternate Part Number Report (RAP) – Option 'M' to change most recently used UPC to Primary UPC.

• Long Descriptions as notes – New Option 1683 "Add catalog's long description as inventory note(s)". If the electronic catalog has long descriptions for items, use this option to tell the system which type of inventory Note to create for the item’s long description. If you do not want the catalog’s long descriptions to be added to items as they are added from the catalog, then set this option to blank. This option defaults to Note Type 8, so that the item’s long description is available in iNet.   

Maintain Dynamic Promotions (MDP) Enhancements

• Dynamic Promotions 15 & 16 now have "Discount Amount Per Minimum Purchase" and "Gift Card Amount Per Minimum Purchase" respectively.

• For type 15, use this type for a promotion when the offer is "Every $X spent, get a $5 credit."

• For type 16, use this type for a promotion when the offer is "Every $X spent, get a $5 gift card."

Windows Purchasing & Receiving Enhancements

• Laser PO (RPO) and Laser Receiver (RRP) – Now have the ability to print the item's primary UPC as a barcode on the report. Use Print Option 2 in RPO. Use Print Option U in RRP.

• Receiving Report (RRP) – Print Option #2 "Print On Order Qty Exceptions" will print an exception message for those items whose quantity received differs from the expected quantity, regardless of which method was used to receive the item (Purchasing and Receiving, Eagle Mobile Receiving, RF, IST, PDT). This option only applies to purchase orders that have not gone through ERP.          

• Purchase Order Report (ROP) and Receiving Report (RRP) – now  have the new field "Set blank 'To' fields same as 'From' field"

• Combine Purchase Orders (BPO) – Option C "Combine duplicate SKUs into one line" will combine all occurrences of the same item to one line using a weighted average of the cost if necessary.

• Buyer's List has new columns – These need to be selected in 'Select Columns to View' in order to display.

• Ship Via – Applies if Option 5111 “Use Ship Via's in Order Entry” is Yes. The Ship Via code entered on this POS Order/Special Order

• Last PO Vendor – The vendor code from the item's most recent receipt in the Purchase History Viewer

• Last PO Number – The PO number from the item's most recent receipt in the Purchase History Viewer

• Date Last Recpt – The Last Receipt Date from the item's most recent receipt in the Purchase History Viewer

• Last Rcvd Cost – The Last Received Cost from the item's most recent receipt in the Purchase History Viewer

• Last Rcvd Quantity – The Last Received Quantity from the item's most recent receipt in the Purchase History Viewer

• Buyer's List– If items are added to a PO that has NOAD in the Codes field, you will receive an error indicating that PO cannot be used.

• When deleting a special order item in Purchasing & Receiving the link to that PO/line # which is on the customer’s special order/order PO will be removed.  Allowing the item to be re-sourced. 

Windows Accounts Receivable Enhancements

• Daily Journal Viewer (VIEWDJ) – Option 1650 “Default Daily Journal Viewer's date to yesterday or today?” allows you to determine if the Journal Date from and thru should default to today’s date (set option to T) or yesterday’s date (set option to Y).

• Customer Contacts Viewer – Option 1658 “Default Customer Contacts Viewer to include all jobs?” determines if launching this viewer displays the contacts for the main account plus all jobs. This applies when lookup is for the main account or for a job. This option defaults to No to maintain current behavior.

• Emailed A/R Statements – The remittance verbiage "Please return remittance..." is user definable.

• Option 1647 "Note/Text to use for Emailed Statements – Open Item"

• Option 1648 "Note/Text to use for Emailed Statements – Bal Forward/Revolving"

• Customer Reports – if you have defined a description and choice list for account codes in MCR you can now view and select from those choices in Customer Reports.  Simply click on the Account hyperlink.

Accounts Payable/General Ledger Enhancements

• The Payment Date can now default to 'Today's Date' in the AP Invoice Maintenance and Payment screen. The Payment Date defaults to the last payment date. Option 1666 "Use Today's Date as Last Payment Date in Windows APMU?" has been added so that the user can always default the Payment Date in APMU to Today's Date or leave it as the last payment date.

Advanced Receiving Enhancements

• The Terms Code field is now a dropdown in the Advanced Receiving AP Voucher window. This allows the user to select a Terms Code from the dropdown list if the Terms Code needs to be changed for the invoice.

Miscellaneous Enhancements

• Schedule an End-of-Day Queue (SEQ) – Misc Menu’s existing “Verify Schedule”, which is used to determine what queues will run on a given date/time, now includes the Store field. This allows you to display the queues scheduled to run on a specific date/time for one specific store or all stores.
• Option Configuration, Security Maintenance, and Role-Based Security – displaying an option or security bit when you know the ID is simple – type the ID in the Search field and press Enter.

Security Enhancements

• Security bit 1016 – (MO) Allow no-receipt return when Driver's License ineligible

• Security bit 1020 – Ability to view/change driver’s license information

• Security bit 1021 – Ability to delete driver’s license information

• Security bit 1121 – (MO) Allow refund greater than maximum (with receipt)

• Security bit 1122 – (MO) Allow refund greater than maximum (without receipt)

• Security bit 1123 – (MO) EMV allow fall back to mag swipe

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