What's New on Release 24.1

Welcome to Eagle for Windows Release 24.1 (server Level 36). 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.

If you haven't previously installed Release 24, then be sure to also review What's New on Release 24.

Eagle N Series

POS Enhancements

Inventory Enhancements

Purchasing and Receiving Enhancements

Accounts Receivable Enhancements

Accounts Payable/General Ledger Enhancements

Telecommunications/National Account Enhancements

Miscellaneous Enhancements

Security Enhancements

Eagle N Series Enhancements

• Active Viewers (requires Compass Client installed on the PC). The Active Viewers in Inventory Maintenance (Active Inventory Viewer), Customer Maintenance (Active Customer Viewer), and Vendor Maintenance (Active Vendor Viewer) are special Compass utilities that allow you to add, modify, and delete items, customers, and vendors, respectively. You can also import spreadsheets of new or modified inventory, customers, or vendors. All changes are tracked in the application's Change Log.
• New Custom Fields tab in Inventory Maintenance and Customer Maintenance (Epicor Compass users only). When Change Item Number (RCIN) or Change Customer Number or Job Number (CCN/CCJ) is used to change or combine items or customers respectively, the custom field values of the old item or customer are now inherited to the new item/customer. This means the system retains the values the old item/customer had in the custom fields. When doing a combine, the values of the ‘"to" item or customer is retained.   
• New user-defined descriptions and values in User Codes in Inventory Maintenance (IMU) and Vendor Codes in Vendor Maintenance (MVR), The 20 user codes in Inventory Maintenance and 4 user codes in Vendor Maintenance can now have their own user-defined description to tell what each code represents.  You can also add a user-defined choice list for each code. Once you set this up, you can view the code description and choices in Inventory Maintenance and Vendor Maintenance. Note that this feature has already been available for the codes in Customer Maintenance, but has been updated to match the functionality of inventory and vendors. Also note that you are not limited to defining user codes, and then selecting a pre-defined choice; you can always enter a value of your own in any code field for an item, vendor, or customer.
• New View Terminals (VTE) application for Eagle N Series users. Once you have established the Compatibility Settings for your terminals, you can use View Terminals (VTE) to view the Eagle N Series compatibility settings for all terminals at once, or just the terminals in a specific store. You can access VTE by entering VTE at Launch, or selecting it on the System Management Menu or the Utilities Menu. You must have security bit 253 “Allow terminal report (RTE)”.  Use this viewer to show this information for all terminals, or the terminals in a specific store.
• New ‘Search’ field in Security Maintenance (MSE). Use the new Search box to have the system find only the security bits which contain that value in the bit’s description or extended description. Entering multiple words (partial or entire word) in the Search field does an "and" search   For example, entering SPEC ORDER finds security bits which have a word that begins with spec (e.g., special or specify) AND also has a word that begins with order. You can also use the new ID button on the toolbar to display a specific security bit if you know its bit number.
• New ‘Search’ field in Role-Based Security (RBS). Use the new Search box to have the system find only the security bits which contain that value in the bit’s description or extended description. Entering multiple words (partial or entire word) in the Search field does an "and" search   For example, entering SPEC ORDER finds security bits which have a word that begins with spec (e.g., special or specify) AND also has a word that begins with order. You can also use the new ID button on the toolbar to display a specific security bit if you know its bit number.
• New Bomgar icon for remote desktop control. The support bar of the Eagle N Series Ribbon has a new icon which launches a remote desktop control utility called Bomgar, to use when you are requested to begin a session with the Eagle support team.
• Streamlined Labels Phase II. The Streamlined Labels functionality that was added on Release 24 to give you the ability to print labels directly from the source application has been expanded. Now, the "Labels" toolbar button has been added to the following six additional application areas:
• Inventory Viewer – all lookups
• Bin Label Changes Viewer
• Purchasing (MPO) – Posting
• Purchasing (MPO) - Receiving
• Purchase Order Detail Viewer
• Purchase Order Archive Detail Viewer

This facilitates printing labels directly from these grid-based applications.  Check box the rows in the grid for which you need labels then press <Labels> and select to either:  Print Now, Add to Label Manager, Save to a new batch, or Launch Label Manager.

• Additional User-Interface themes have been added to Eagle N Series. You now have three choices for the theme for Eagle N Series stations: White, Light Grey, or Dark Gray. To select a theme, in Compatibility Settings, click Misc and select “Set theme options.” In the Default Theme, enter the theme you want the majority of your terminals to use. For terminals where you want to use a different theme, select a Terminal Theme at each of those terminals.
• The Eagle Browser’s Ribbon has the new icon for “My Reports.” This displays a list of the current signed-on user’s 12 most recent reports. The Status column indicates if the report is Done, Waiting to Run, Running, or Failed. From this list you can view the report, print the report, FAX the report, or delete the report.  This feature requires users to have security bit 255 “View spooled reports.”
• The Eagle Browser’s Ribbon has a new Training icon. This icon launches the Training Mode, which is an existing feature that uses a copy of your actual data and provides full application functionality for training purposes. Access to the Training Mode requires option 70 “Training mode available on system” be set to Yes.  

Windows POS Enhancements

• New Transactional Security. As the recent high profile security breaches at several major retailers have demonstrated, both retailers and consumers are demanding more secure payment functionality. In response, Epicor now offers Eagle Transactional Security, which provides a completely secure solution where credit card information is encrypted on the PIN pad device itself, and then passes through the Eagle system to the Payment Gateway. This process will insure that no sensitive credit card account information can be obtained by accessing the Eagle system. This new functionality also offers tokenization services where a token is issued back to the Eagle system that represents the original account information. The token can be used for returns, adjustments, or recurring billing that need to be processed at a later time. Transactional Security works for all the major card brands including Visa, MasterCard, AMEX and Discover. In addition, it will not interfere with any local Gift, Private Label, or off-brand card programs you have already implemented.
• Eagle now supports Apple Pay for consumers using an iPhone 6 or higher. This support for Near Field Communication (NFC) capability is only available on Ingenico ISC250 pin pads that have had their firmware updated to RBA 12.0 from the Eagle client. Currently, this is supported for Eagle retailers processing Credit Card Payments via Epicor Payment Gateway (EPG).
• New option 5447 “Check Quantity Insufficient on Special Orders.” This improvement is for the Eagle N Series Streamlined Special Orders feature. When this option is set to Y, POS checks for sufficient quantity for stock items (Keep Stock = Yes) being posted to a Special Order type of transaction. If the item's quantity available is enough to cover the quantity being posted to the Special Order, the system leaves the P.O. number in the posting area blank instead of setting it to Buyer or RSRV (based settings for options 9386 and 51). This means if the customer picks up some items to purchase as they are walking to the special order pickup desk, the system does not place those items on a P.O. Note the following: 1. This option does not apply to the "change line item" mode, 2. This option is not dependent on option 190 "Display Qty NA Warning Message" being set to Yes, and 3.
• Existing option 8619 “Print Orders and Special Orders to the receipt printer” can now be kept by Store or Terminal. This means you can specify the terminals and stores at which you want to print orders and special orders, rather than having one setting for the entire system.
• Enhancement to Quick Add of Non-Stock Items. New option 1606 “Calculate Retail using Cost and the template SKU's Desired GP%” determines what occurs when you enter only a cost in the Quick Add SKU dialog, leaving the retail blank. When set to Yes, the system calculates a retail using the entered cost and the template SKU’s Desired GP%.  When set to No, the system adds the item with a Retail of .00. Note: If you prefer that the clerk always set the retail either manually or by using the price formulas that this dialog allows, then include choice R (Retail) in option 9859 "Required fields for POS Quick Add of Non Stock Items."
• Dynamic Promotions (DP) enhancement. For existing DP Type 7 “Discount off Discountable Total,” you can now use new option 1560 “Dynamic Promotions - Use Alternate Calculation for Type 7” to give you greater flexibility in determining which items are considered already discounted and therefore not included in the calculation of the DP discount. This option determines if the calculation of the Discountable Total used by DP Type 7 is based on the standard POS Trade Discountable subtotal, or a re-calculation of this subtotal which is based on a separate set of options to control what is included or excluded. When set to No, which items are trade discountable and therefore included in the 'Discountable' subtotal of the transaction is controlled by options 610, 630, 660, 680, 700, and non-discountable items are never included in this subtotal. When set to Yes, which items are trade discountable and therefore included in the 'Discountable' subtotal of the transaction is controlled by options 1561 thru 1571, and gives you the flexibility to include non-discountable items, and by exception to always exclude certain items identified by a user code. This option only applies when a Type 7 Dynamic Promotion is active and the transaction meets the qualifications of the promo (i.e. coupon SKU and minimum transaction amount).
• New option 314 “QuickRecall number of years to keep Special SKUs transactions.” This option allows you to store QuickRecall transactions that contain special SKUs for up to 99 years. Before this option was added, you could only store these transactions for up to 96 months (8 years). If you don't need to keep special SKU transactions for more than 8 years, leave option 314 blank, and the system will use the value in Legacy function Modify QuickRecall Constants (MQK). If you need to keep transactions with special SKUs for more than 8 years, enter the number of years (1 to 99) in option 314. The value you enter in this option will supersede the "Default Criteria for Purging Special SKUs" in MQK. Note: Special SKUs are items whose Tally flag is set to any of A, P, R, S, T, or X.
• New option 1494 “Enable re-display of adjusted pricing on checkout's consumer display.” This option determines if the POS consumer display re-displays already-posted items whose pricing or quantities have been adjusted by any of the following actions: 1) In the midst of creating a transaction, the customer is changed to a customer with a different pricing structure (e.g. CPP, standard selling price) or taxable status, 2) In the midst of creating a transaction a loyalty number is entered and loyalty-only promotions are applied, and 3) A Dynamic Promotion is applied when the transaction is totaled. This option applies to the signature capture pad's display (both the three and five-line display devices) and the consumer digital display monitor. In the case of a customer change causing a reprice (or re-tax), the display is cleared and all items on the transaction are refreshed to the display. If a Dynamic Promotion is applied during totals, only those affected items are refreshed to the display and appear as new lines added to the end of the transaction.  The original posted line stills appear untouched (unless it has already scrolled off the display). Note: Regardless of how this option is set, using Change to change a posted item's price, quantity, or taxable status always re-displays that item and refreshes its totals.
• Customer Returns Viewer (CRV) has two new columns. The columns are Original Tender Type and Returns Tender Type. For validated returns, the Original Tender Type shows the original sale’s tender type - Cash, Check, Bankcard, Charge, or the description of the Alternate Tender, and the Return Tender Type shows the return’s tender type. If multiple tenders were used on either the original or return transactions, the tender type reflects that of the tender with the highest amount. In the case of an order that was recalled, invoiced, and paid for by a deposit and then returned against, the Original Tender Type is Deposit.
• New option 1572 “Dynamic Promotions - Limit Totals Based Promotions to One.” This option allows you to determine if the system applies more than one active, totals-based Dynamic Promotion (types 7 and/or 8) to a transaction. If this option is set to Yes, only one totals-based Dynamic Promotion per transaction is allowed.  The first qualifying promotion is used, and no attempt is made to compare the benefit of multiple promotions to select the best one. If this option is set to No, then multiple totals-based Dynamic Promotion discounts are allowed on a single POS transaction. This is the default behavior and is how types 7 and 8 worked on prior software levels.
• Marquee in Eagle N Series POS totals has been implemented. The marquee in the total’s screen with the "Print this invoice" and "Change Due’ dialogs is now active. It also now functions on the Consumer Digital Display.  
• Support for up to a 12-character password in POS signon. Prior to this change, even though you could add a user password up to 12 characters, POS would only allow entering an up to a 10-character password. POS Signon and also the POS Manager’s Override dialog now support up to 12 characters for the password.
• New Flexible Consumer Information collection feature for POS. This is an optional replacement of today’s Cash Customer Information dialog. With this new information collection mechanism, you select the Point-of-Sale events for which you require consumer information, and for each of those events, you select the required information and the optional information to be collected from the consumer. This feature allows you to prompt the clerk for only the required information which is not already on the transaction, and you control what information is needed at the transaction and/or item level. This feature is enabled by setting option 1498 “Flexible Consumer Information collection enabled?” to Yes.
• New Email Address column in POS Order Viewer. This new column, which is initially hidden, is populated with the email address collected by the new Flexible Consumer Information collection feature.
• New Email Address column in QuickRecall Viewer. This new column, which is initially hidden, is populated with the email address collected by the new Flexible Consumer Information collection feature.
• New option 1496 “Include Credit Card Lookup in POS's Reprint, View, Fax, or Email.” This option only applies when option 9537 "Returns Validation with Receipt" is set to B (Both receipt and credit card) or C (Credit Card). When 1496 is set to Yes, the new "Credit Card Lookup" button appears in the "Reprint, View, Fax, or Email this invoice" dialog. This dialog displays when you use "Select" in the QuickRecall Viewer or when you use ‘Reprint, View, or Fax’ in the POS header or posting menu.
• New option 9263 “Require entry of driver's license for checks this amount and over.” This option applies to checks being approved by Check Guarantee or being processed through Electronic Check Conversion (ECC). This option applies to POS stations using Telecheck that have option 1090 "Default Check Guarantee?" set to either A (Bank account number) or D (Driver's license number). It also applies to checks being processed by Electronic Check Conversion (ECC). If the check guarantee agreement with your processor requires you to capture the consumer's driver's license for checks over a certain amount, enter that amount in this option. In POS when a sale, invoiced order/special order/estimate, layaway, or deposit is paid by check and the amount of the check is equal to or over the amount entered in this option, the clerk will be required to enter a value in the Driver's Lic # field of the Check Guarantee dialog, and the "Check Guarantee Account Mode" dialog for ECC. Set to zero if you are not required to collect the consumer's Driver's License for checks over a certain amount.

Windows Inventory Enhancements

• Streamlined Labels Phase II. This is a continuation of the functionality added on Release 24 to give you the ability to print labels directly from the source application. The Labels button has been added to these six additional application areas:
• Inventory Viewer – all lookups
• Bin Label Changes Viewer
• Purchasing (MPO) – Posting
• Purchasing (MPO) - Receiving
• Purchase Order Detail Viewer
• Purchase Order Archive Detail Viewer
• New option 2021 “Default for Web Flag.” This option controls how the Web? flag defaults when an item is added to inventory. This new option defaults to Yes to preserve current behavior. Set option 2021 to N so that new items do not appear in your e-Store until you have set the Web? flag to Yes using Inventory Maintenance, Item Code Update (RICU), Inventory Import, or Compass’s Active Inventory Viewer.
• Simplified Price Rounding Table interface. The setup function for the Price Rounding table (PRO) has a new, simpler user-interface. Additionally, the number of ranges for rounding the cents has been increased from 10 ranges to 30, and PRO now supports the ability to enter up to 1000 ranges to round to a specific price (dollars and cents). If you add, change, or delete a range which falls between existing ranges, the system automatically re-sorts the table; there is no need to delete the higher ranges.

Windows Purchasing & Receiving Enhancements

• Security by tab in Vendor Maintenance (MVR). The following new security bits allow you to control access to each tab of Vendor Maintenance individually. Release 24.1 automatically sets these new bits to Yes for users who have existing bit 172 “Access Vendor Maintenance (MVR)” set to Yes.  
• 1105 – “View MVR Order Info tab”
• 1106 – “View MVR Accounts Payable tab”
• 1107 – “View MVR Contacts tab”
• Purchase Order Format Report (RPO) has a new option to give your retail to your supplier. In RPO, new print option R “Retail Price” for laser purchase orders, allows you to provide the supplier with your retail, so they can price the items prior to delivery. When this option is selected, the column that has traditionally held the “SPEC ORD#” value is relabeled “RETAIL,” and prints the item’s retail price.
• Double spacing on Purchase Order Format Report (RPO). You can now select Double Space on the Print Setup page to print purchase orders double-spaced. This is supported on both laser and non-laser formatted purchase orders.
• Purchase Order Format Report (RPO) enhancements to the Email Setup page. These changes make it easier to tell which address(s) a purchase order will be emailed to. Note:  If you have any queued RPO’s, they will continue to email as they do now.  
• "From Address" has been changed to "From Email"
• To Addresses” (three rows) has been changed to “To Emails” (two rows). The third row is “More Emails.” If “To Emails” is empty, then the email addresses entered in Vendor Maintenance are used. Enter additional addresses in “More Emails.”
• When you click on the Email Setup page, if you are running RPO for a single PO or vendor, all email addresses entered in Vendor Maintenance display in the To Emails field. Remove or add email addresses as needed, separating them with semi-colons. Note: If no email recipients are entered in Vendor Maintenance, the system uses the addresses you enter in this field.
• When you click on the Email Setup page, if you are running RPO for more than one PO or vendor, the system assumes multiple vendors are involved, so no email addresses display in the To Emails field. A note at the bottom of the screen assures you that when this field is empty, each PO is emailed to the email addresses entered in Vendor Maintenance for that PO’s vendor. Do not enter email addresses in the To Emails field unless you want all POs to be emailed to those recipients regardless of the PO’s vendor.     
• The More Emails field is for you to enter the additional recipient(s) of the purchase order. These are in addition to the recipients entered in Vendor Maintenance. You should no longer enter the additional email in the last line of the To Emails field.  

Note: If you add RPOs to an EOD queue, leave the To Emails field empty. When the queue runs, the system will use the recipient emails which exist in Vendor Maintenance at the time the queue runs. If the To Emails field is not empty in the queued RPO, the system uses the To Emails in the queued RPO.

• Create or Clear Alternate Vendors (CAV) is now available on single store systems. Previously, this utility, which creates alternate vendors or purges alternate vendors for a range of inventory items, was only available to multi-store users.
• New Adder Type field in Vendor Maintenance (MVR). This new store-specific field, on the Order Info tab of MVR, allows you to enter the default adder for a vendor. When you add a PO, the PO’s Adder Type defaults to the adder type entered for that vendor in MVR.
• Streamlined entry of vendor contacts. If you email your POs to vendors, the system now consolidates all emails for vendors into the Contacts tab of Vendor Maintenance. The fundamental change is that the email address(s) in Note Type 5 have been moved to Contacts, so you no longer add the contact and then add the email address to Note Type 5 if you want that contact to receive your POs by email. Installing Release 24.1 copies all of the email addresses in Note Type 5 into Contacts. There is also a new “Primary Contact” field, which defaults to the first contact you add for a vendor. This designation is for informational purposes only.

If you have been using Compass, RQ, or ODBC to get emails from Contacts and Note Type 5, you will now get email addresses from only the Contacts tab. You should no longer use Note Type 5 to add an email address for Purchase Orders--instead, you add the contact on the Contacts tab, with the email address, and set the new Purchase Orders flag appropriately.

Unlike customer contacts, the system does not automatically sync email addresses added, changed, and deleted with the emails in Note type 5. These email addresses are no longer used by RPO for emailing POs. RPO uses the email address of a Contact whose Purchase Order flag is set to Y, B, or C.

• Vendor Maintenance (MVR) "Contacts" enhancement. You can now change the Name field in the "Change" function of Vendor Contacts.
• Purchase Order Archive enhancement. The PO Archive now saves not only a snapshot of every purchase order before receiving begins, but also takes another snapshot when the PO is status R (receipt in progress), right before it is finalized by the Receiving Report (RRP) with option F. For example, you have PO number 12345, for which receiving has begun. There would be one archive entry for the PO's "Open" status (before receiving), and another archive entry for its "In Receipt" status. In addition, if you view PO detail in the archive, you can see both the Qty (ordered) and the Received Qty. If you used receiving method E, the lines that were manually updated show as changed, and show the received quantity. If you used receiving method A, all of the quantities are assumed to be received except those that you changed.

Notes for Purchase Order Worksheet (POW) users: 1) If the PO is finalized with POW, all costs on the PO are updated, including stock unit cost, purchase unit cost, and original cost. 2) If you use POW (option 1051 "Buyer's Purchasing on System" = Y), but the PO was not finalized with POW, the three costs are the expected cost.

Notes for classic MPO users: 1) If the cost is changed before posting the item in classic MPO, all three costs match, and are the vendor’s cost. 2) If the cost is changed after posting in classic MPO, the unit costs match and the original cost is the vendor cost on file. 3) If the PO is created on a classic hardware store configuration, the unit costs are for the vendor being used and match the PO, but the original cost is replacement cost.

• New option 1497 "Update 'Fill Rate' in MVR during receiving (with RRP-option F)?" This option allows you to select the calculation you want to use for the Fill Rate percentages you see on the history tab of Vendor Maintenance (MVR). If this option is set to Yes, the vendor fill rate on the History tab of Vendor Maintenance is the most accurate because the units ordered and the units received, which determine fill rate, are both updated at the same time, when the purchase order is received using RRP option F. Best business practice is to set this option to Yes. If this option is set to No, the units ordered is updated when the PO is created, causing the fill rate to appear lower than expected during the time between order creation and order receipt.

• Buyer’s Purchasing (Purchase Order Worksheet) enhancements (option 1051 "Buyer's Purchasing on System" is set to Yes)

• Option 8418 "Append MRV sequence follow MVR flag when Pathguide (ID 1083) is enabled". When a customer has Buyer’s Purchasing enabled, as well as Advanced Receiving (option 8628 "Windows Advanced Receiving on System" is set to Yes) and the Pathguide interface (option 1083 "Pathguide Interface on System" is set to Yes) , this option (8418) controls the behavior of how multiple receiving of splits are appended in MRV. This option defaults to “No”, which means that subsequent receiving of a split purchase order appends to an existing MRV document regardless of how the "Append to Existing MRV" field on the A/P tab in Vendor Maintenance (MVR) is set. When this option is set to “Yes”, the appending of splits also honors the MRV value.

• Option 1607  "Do no auto-create Alternate Vendors for items with this Primary Vendor."  If you use Buyer's Purchasing , and you also generate and transmit PO's via telecom (example: Ace, True Value, etc), the items for these vendors shouldn't have an alternate vendor, as it may prohibit PO's from transmitting. This option prevents that from happening. Enter a valid vendor code in this option so the system doesn't automatically add alternate vendors that match the Primary and Mfg. Vendors. Note that this option only pertains to new items added to Inventory Maintenance. If an item is added to a PO in the Worksheet where the vendor is not listed as an alternate vendor, the alternate vendor is added upon finalizing the worksheet.

• Option 1523 “Allow treating non-DC items as DC=Y items?" Set this option to N to have the Purchase Order Worksheet (POW) always respect the "DC Item" field in Inventory Maintenance. This would mean that only items with DC Item = Y could be added to a Split or Auto-split PO. Set this option to Y to allow Auto-distribution splits to optionally treat items with "DC Item" set to N as though they have the DC Item flag set to Y. This allows you to create and auto-distribution split for items that are never stocked at the DC but you want to show as "on order" for the DC. This means the Quantity on Order would not be updated at the stores and instead would show as on order at the DC.  Typically these are items that the stores need to stock year round and therefore do not want QOO to be updated for a large seasonal PO. Then, once this large seasonal order arrives, REPO runs automatically and distributes these items to the stores that need it. Since these are non-DC items, all items are flushed to the stores and none are retained at the DC. In the add dialog where you selected the stores for the auto-split, you are asked if you want to “Treat non-DC items as DC Item =Y.” The default is N. When you finalize a purchase order that has this feature enabled from within POW, the prompt for auto-reallocating will only allow a value of “A” to prohibit the allowing of forcing any surplus to the DC.

• New option 1521 "Default P.O. Status when adding a PO to a non-DC store" This option determines the default value for the PO Status when adding a new purchase order in Purchasing & Receiving for a non-DC location (option 216 "DC Indicator" is set to N). When set to T, the default in the Add dialog is Temporary, and when set to F, the default is Final.

• New option 1522 "Default for Ship When in MPO." This option determines the value used to populate the "Ship When" field if it is blank when the "Ship Date" is entered and Change is pressed. The choices are A = Arrive By this Ship Date, or S = Ship On this Ship Date, or leave this option blank to be prompted for a value.

• New option 9086 "Central Distribution choices allowed at non-DC store." This option determines the choices the user sees in the Central Distribution field when a remote store adds a purchase order in Purchasing & Receiving. Select each type you want a non-DC location to be able to add. The choices are N (Normal P.O., meaning this is not a central distribution PO), P (Pass Thru Order), D (Direct Ship P.O.), or R (Replenishment From DC to Store). This option only affects store locations that have option 216 "DC Indicator" set to No.

•  An Overstock column has been added to the store tab in Purchase Order Worksheet (POW). This allows you to see each individual item's overstock quantity for that store, without having to go to the Inventory Viewer to do so.

• RICU Now Includes “Distribution Center Item.” The Item Code Update Report (RICU) can now update the “Distribution Center Item” field. This field is for Buyer’s Purchasing (POW) users only.

Windows Accounts Receivable Enhancements

• Security by tab in Customer Maintenance (MCR). The following new security bits allow you to control access to each tab of Customer Maintenance individually. Release 24.1 automatically sets these new bits to Yes for users who have existing bit 131 “Access Customer Maintenance (MCR)” set to Yes.
• 1099 – “View MCR Credit tab”
• 1100 – “View MCR Department tab”
• 1101 – “View MCR Sales tab”
• 1102 – “View MCR Payment tab”
• 1103 – “View MCR Misc tab”
• 1104 – “View MCR Contacts tab”
• Customer Contacts enhancement. You can now change the Name field in the "Change" function of Customer Contacts.
• You can now limit the ability to view archived A/R statements from other stores. If you have a multistore system, set option 1600 “Show statements for other stores in Statement Archive Viewer (SAV)?” to No so that the users in a given store can only view the statements for customers added in their store. If a user's security bit 6 "View data in all stores" is set to No, then only statements for customers whose "Store Account Opened" in Customer Maintenance matches the current lockin store will display in this viewer.
• New option 3581 “Allow tender type selection for backoffice ROA payments.” When set to Yes, backoffice ROA will include a "Tender Type" drop-down. Select the tender type which applies to the payment being added or changed. General Ledger will then be updated accordingly. The default tender type is cash/check (blank or C), but this may be changed to any of these other choices: American Express, Discover, Master Card, Diners Carte, Private Label, or Visa. It is important to note that the system does NOT do bankcard validation, credit card processing, check guarantee, or check-endorsing logic in back-office ROA.

Also added for this feature is the related new option 3589 “ROA copy tender type to transaction code position.” When a payment is added in backoffice ROA, the Tender Type selected will be represented as a one-character value in the A/R transaction’s Code field in the position entered in this option. This code is visible in the Payments and Credits tab of ROA, in the A/R Transaction Viewer, on the RDJ report, and is available in Compass. This allows you to do further analytics on payments based on the specific Tender Type.

Accounts Payable/General Ledger Enhancements

• New option 436 “Enhanced ATMU Error Messages?” With this option set to Yes, it is now possible to receive a pop-up warning message when trying to add a voucher in New A/P Transactions (ATMU) for a vendor that is not on file in Vendor Maintenance (MVR). This sometimes occurs when manually adding a new voucher in ATMU, and a user accidentally enters the wrong vendor code or forgets to change caps lock.

• Save work in progress in Bank Reconciliation (BRV). For Bank Reconciliation users (option 8963 “Bank Reconciliation Enabled” set to Yes). If you have a need to leave the Bank Reconciliation application before completing the reconciliation, you are now able to save your work-in-process by clicking Misc. and selecting Save Session. Then upon re-opening Bank Reconciliation and selecting the desired bank code and date range, you can recall and apply that saved session and continue on with your work to finish up the reconciliation to your bank statement. To recall a saved session, after opening Bank Reconciliation and selecting the correct bank code and date ranges, click Misc. and select “Reload Session.”

• Prepaid POs can now be included in General Ledger Passoff (GLP) from ITR. New option 9939 "Create G/L trx's from ITR record for Prepaid purchase orders" is available if your existing option 402 “Prevent AP Passoff for Prepaid Vouchers?” is set to Yes. If new option 9939 is set to E or N, when a 'prepaid' purchase order is received by the Receiving Report (RRP), ITR allows GL Passoff on the line items received. When GLP for ITR runs, the system debits Purchases/Inventory, and credits Prepaid Inventory if it is a Normal PO, or credits Purchases/Inventory and debit Prepaid Inventory if it is a Credit/Defective PO. This option controls whether G/L transactions are created from ITR records when a prepaid purchase order is received. A new account by store and by department is available in Set Up G/L Accounts (GLSET) to identify the prepaid inventory GL account.

Telecommunications/National Account Enhancements

• Ace Hardware enhancements.
• The five Ace Discovery Codes have been added to the Ace Catalog (Eagle Electronic Catalog users). The Discovery codes are in the Item List grid (Discovery Express, Discovery Convenience, Discovery Core, Discovery Super, Discovery Other) and also on the Pricing Detail screen next to the “Discovery” label.  They have also been added to Inventory Maintenance (IMU) on the Code tab’s Additional Codes dialog, and they are master data. They contain Y if that code applies, otherwise they are blank. They are maintained by hotsheets (EFM, Reverse PO, and ERP). The Discovery Codes have also been added to Purchasing & Receiving's (MPO) posting grid as new columns (initially hidden), and are only populated if option 8285 “Display the PO create/maintain posting grid in expanded format?” is set to Yes. The cell will contain Y if that code applies; otherwise, it will be blank. These five codes have also been added to the Inventory Changes by Date viewer (also known as the Inventory Change Log).
• Replacement Item Maintenance (option 9971 set to Yes) for Ace retailers marks replacement items in Inventory Maintenance as "Added by Acenet ICM" on IMU's stocking tab, under Additional Ordering Info. This flag is store specific. It contains Y if the item was added by Acenet; otherwise it will be blank. When the Suggested Order report (RSO) generates an order for the replacement item for the first time, the canceled item's sales history is copied to the replacement item for any months since the replacement item was added (current month history is not copied).
• Control auto-ordering of replacement items. For Ace retailers using the Ace Replacement Item Maintenance program (option 9971 is set to Yes), option 9972 "Ace Closeout Items - when should the replacement SKU be ordered?" has new selection 6 available, “Old Item's Quantity on Hand < the item Order Point or Old Item's Quantity on Hand = 0.” Set Option 9972 to 6 if you don’t want the replacement item to be ordered by RSO until the quantity on hand of the canceled item is zero, or is less than its order point.  
• For Ace retailers using the Ace Replacement Item Maintenance program (option 9971 is set to Yes), you will see the following changes from Acenet for this program:
• Items that have been reinstated by Ace, and accepted on Acenet, will be added back to Inventory Maintenance (IMU) if it had previously been deleted from IMU (Note - the item must be in catalog to get added back to IMU)
• The following additional fields are copied from the discontinued to the replacement item:
• Promotion and expanded sales history
• Number of bin labels to print
• All location codes
• Any CPP discounts which had a discount for the canceled item
• IMU notes
• Minimum order qty
• Sells with SKU
• Special fees
• Copy UPC from canceled to replacement item if the UPC is assigned to the replacement SKU, and it had previously been assigned to the canceled SKU.
• Ace Warranty Registration. Ace retailers with the Ace Electronic Catalog can now allow consumers to do warranty registrations for select manufactures at Point of Sale. Once setup is complete, items that Ace deems eligible for warranty registration are updated through Electronic File Maintenance (EFM). The field Consumer Info Code (in Inventory Maintenance in the Code tab’s Additional Codes dialog). is populated with a value of ‘1’ or ‘2’ for the warranty-eligible items. At POS, if warranty items were sold on the transaction, after pressing Total the clerk is asked if the customer wants to register warranty items. If the clerk answers “Yes” to this prompt, they are prompted for the consumer information which is required by the item’s manufacturer. Note:  If option 1599 is set to “N”, the clerk is not asked if the customer wants to register for the warranty; instead, it is assumed that they do, and the dialog for the required consumer information displays automatically. In addition, if the manufacturer requires a serial number as part of the registration, the item is flagged with a Tally code of ‘S’ (Serial Number) and the clerk is prompted to enter the item’s serial number at POS.  

• For Ace Certified Dropship Vendors, orders can be transmitted electronically to Ace. This feature will become available to Ace stores starting in mid-2015. These changes support the new dropship-only items through the Ace Item Change Management (ICM) program, Electronic File Maintenance (EFM), order transmission, and reverse PO.
• Home Hardware Catalog Differences Report (CATDIF). This report, which compares the item in the electronic catalog to the item in Inventory Maintenance (IMU), is now supported for Home Hardware.  
• Do It Best enhancements:
• The new OSPREY utility LDBGH (Load Buying Group Hierarchy) allows you to build a custom cross reference of your store’s classes and finelines to Do it Best's. This allows your non-Do it Best classes and finelines to be selected when option 1424 “DIB Class/Fineline Validated Against Department on Item Add?” is set to Yes. 
• The pricing sensitivity code from Do it Best can now be updated by Electronic File Maintenance (EFM), and stored as a user code in Inventory. In EFM, on the User Codes tab, enter "P" in the user code field where the pricing sensitivity code should be stored. Once the Flexible Loading Report (RFL) with option F updates changes received by EFM, the appropriate pricing sensitivity code is updated to the item's specific user code in Inventory Maintenance on the Codes tab. Do it Best's price sensitivity code values are:
• A = Price Sensitive
• B = Competitive
• C = Non-Competitive
• D = Blind

Miscellaneous Enhancements

• New option 260 "Eagle Client Help File Location." Beginning with Level 24.1, the client help is available on the internet. A local help file may still be installed on the client, either from a prior installation, or by being manually installed as a separate setup. Note: For changes to be in effect, you must close and restart Eagle Browser two times.  

• LOADCAT now allows you to schedule loading the catalog. The LOADCAT screen now allows you to choose whether to install the catalog Now, which quiets the entire system to install the catalog (today’s traditional behavior), or Schedule it, which does not quiet the system but instead copies the contents of the CD to a staging area on the server, and the next maintenance installs the catalog. 
• New Credit Authorization Detail Viewer (CARD). Access this viewer by entering CARD or VIEWCAD at Launch, or selecting the viewer from the System Management or Utilities menu. You must have security bit 573 “Allow ICSETUP or PBADMIN.” This viewer is an alternative to the RCAD report, and can be used to lookup credit card transactions by date or by transaction amount.
• New "Last Page" button in Spooler Maintenance (MSP) and the Spooler Archive. The new button "Last Page / F10" has been added to the Report Viewer’s toolbar. Clicking this new button, or pressing F10, automatically displays the last page of the report. This feature is useful if you only want to see the end of the report that shows the totals. Before this button was added, you had to press the Go To button and enter '999999' to get to the last page of the report.
• The Eagle Browser now displays Network Access or Secure Access based on which one your system is set up to use. Eagle Browser displays and runs Network Access or Secure Access based on the setting of option 1098 “Secure Access Enabled?.”  If this option is set to Yes, Secure Access will display in the Eagle Browser menu.  If No, Network Access will display in the Eagle Browser menu.  Additionally, Network Access and Secure Access can be initiated from the browser’s launch bar by entering NA or SA.  For example, typing NA or SA from the Browser Launch Bar when 1098 = Yes will launch Secure Access and typing NA or SA from the Browser Launch Bar when 1098=No will launch Network Access.

Note: PCs that are not XP will have a new desktop shortcut for Secure Access automatically created when you install Release 24.1, regardless of how option 1098 is set. If the Eagle station already has a shortcut for Network Access or Secure Access, the installation of Release 24.1 does not automatically remove these older shortcuts; you will need to do so manually.  

• Two enhancements to Role-Based Security (RBS)
• The new Misc Menu selection “Review Security Bit Usage for Roles" shows you a dialog containing a list of roles which include the security bit you specify. If you click OK in the dialog, the Security Bit Usage for Roles displays in Notepad where it can be printed out and assigned to someone for review.
• In the “by User” viewer where you can view the roles assigned to a User, you can set the new field “Show Only Assigned Roles?” to Yes. This refines the result to show only the roles that user is currently assigned.  If you are multi-store and have set the Store field to All or to a Store Group, set this field to Yes if you want to view the roles that the user has assigned to them in at least one of your stores.  
• Multistore improvement to changing password. For multi-store users, there is new option 558 “Default store to All Stores when changing password in Ebrowser's Signon.” Set this option to Yes if you want the “Change Password in Store” field to default to All Stores when using the Change Password utility in Eagle Browser’s Signon function. If this option is set to No, the store defaults to the lockin store.  

New/Changed Security Bits

• Bit 1095 “Ability to access and change the vendor's ACH information”
• Bit 1096 “Ability to edit Compatibility Settings for a terminal”
• Bit 1097 “Ability to edit system Option values in Compatibility Settings”
• Bit 1098 “(MO) Allow recall and edit of Order/SO selected for Batch Invoicing”.   
• Bit 1099 “View MCR Credit tab”
• Bit 1100 “View MCR Department tab”
• Bit 1101 “View MCR Sales tab”
• Bit 1102 “View MCR Payment tab”
• Bit 1103 “View MCR Misc tab”
• Bit 1104 “View MCR Contacts tab”
• Bit 1105 “View MVR Order Info tab”
• Bit 1106 “View MVR Accounts Payable tab”
• Bit 1107 “View MVR Contacts tab”
• Bit 1108 “Add/Change/Delete IMU Code labels and values”
• Bit 1109 “Add/Change/Delete MVR Code labels and values”
• Bit 1110 “Add/Change/Delete MCR Code labels and values”
• Due to the new Customer Maintenance security bits by tab, Release 24.1 automatically sets new security bits 1099, 1100, 1101, 1102, 1103, 1104 to Yes if bit 131 “Access Customer Maintenance (MCR)” is set to Yes.
• Due to the new Vendor Maintenance security bits by tab, Release 24.1 automatically sets new security bits 1105, 1106, 1107 to Yes if bit 172 “Access Vendor Maintenance (MVR)” is set to Yes.