What's New on Release 24.1 Eagle for the Aftermarket

Welcome to Eagle for the Aftermarket 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.).

Eagle N Series

POS Enhancements

LaserCat 3 Enhancements

Inventory Enhancements

Purchasing and Receiving Enhancements

Accounts Receivable Enhancements

Accounts Payable/General Ledger Enhancements

Advanced Receiving Enhancements

Telecommunications/National Account Enhancements

Pricing Enhancements

Miscellaneous Enhancements

Security Enhancements

Eagle N Series

• ** Note ** enabling N Series requires Windows 7 Professional or newer.
• New options and security bits allow you to customize Eagle N Series to meet the needs of your business.
• • Option 1463 "Legacy compatibility - show keyboard shortcuts on menus"
  • Option 1506 "Legacy compatibility - show numbers on tabs."
  • Option 1507 "Enable Compass features in Inventory Maintenance"
  • Option 1508 "Enable Compass features in Customer Maintenance"
  • Option 1509 "Enable Compass features in Vendor Maintenance"
  • Option 1510 "ATMU legacy compatibility - use toolbar with F-keys"
  • Option 1511 "Catalog E4W compatibility - use toolbar with F-keys"
  • Option 1512 "Customer Maintenance E4W compatibility - use toolbar with F-keys"
  • Option 1513 "Eagle Browser E4W compatibility - use toolbar with F-keys"
  • Option 1514 "Inventory Maintenance E4W compatibility - use toolbar with F-keys"
  • Option 1515 "Point-of-Sale E4W compatibility - use toolbar with F-keys"
  • Option 1516 "Purchasing E4W compatibility - use toolbar with F-keys"
  • Option 1517 "Received On Account E4W compatibility - use toolbar with F-keys"
  • Option 1518 "Vendor Maintenance E4W compatibility - use toolbar with F-keys"
  • Security bit 1086 "Ability to access Chat"
  • Security bit 1087 "Ability to maintain queries in the Eagle Analytics Query Selectors"  
  • Security bit 1088 "Ability to edit fields on the Custom Fields tab of Customer Maintenance"
  • Security bit 1089 "Ability to create/edit/delete Eagle User Defined Tabs in Tab Maintenance"
  • Security bit 1090 "Ability to edit fields on the Custom Fields tab of Inventory Maintenance"
  • Security bit 1091 "Ability to edit fields on the Custom Fields tab of Vendor Maintenance"
  • Security bit 1092 "Ability to access Community"
• Eagle N Series compatibility settings. Compatibility settings allow you to customize Eagle N Series to make it more like Eagle for Windows, in order to ease the transition to Eagle N Series. There are various ways you can customize Eagle N Series:
• • Run Eagle for Windows applications instead of Eagle N Series.
  • Enable Compass features in Inventory Maintenance (IMU), Vendor Maintenance (MVR), and Customer Maintenance (MCR).
  • Display keyboard shortcuts on Misc and Go To menus.
  • Display numbers on tabs, as in Eagle for Windows.
  • Display Eagle for Windows toolbars instead of the Eagle N Series ribbon.
• Compass Tabs (Epicor Compass users only). The first release of the Compass Tabs feature includes a set of new Compass-based capabilities for Inventory Maintenance (IMU), Vendor Maintenance (MVR), and Customer Maintenance (MCR).   Also, 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.
• 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 inventory, customer , and vendor records to be added, changed, or deleted.  Also, spreadsheets of the new or changed inventory, customer, or vendor records can be imported.  All changes are tracked in the application’s Change Log.  The ability to add, change, or delete items in the Active Viewers is tied to the security capabilities associated with each application.
• Inventory Maintenance (IMU) and Vendor Maintenance (MVR). The 20 user codes in IMU and 4 user codes in MVR can now have their own user-defined description that tells what each code represents.  A user-defined choice list can also be added for each code.  Once they are set up, the descriptions and choices can be viewed in Inventory Maintenance and Vendor Maintenance.  Access to this feature is controlled through the following security bits.
• • Security bit 1108 “Add/Change/Delete IMU Code labels and values”
  • Security bit 1109 “Add/Change/Delete MVR Code labels and values”
  • Security bit 1110 “Add/Change/Delete MCR Code labels and values”
• Customize Ribbons and Favorites. Eagle N Series allows you to customize ribbons in applications, so that they only contain those actions (Add, Change, Delete, etc.) that you wish to display. The actions that are not displayed are still available via "All Actions" if they are needed. You can also select features of an application as Favorites, displayed in up to three columns, and modify their order. Note that all changes to both Ribbons and Favorites are system-wide (they display at all terminals, and in all stores if multistore).
• New Record feature. Use this feature to create a customized loading screen for adding and changing customer accounts, inventory records, and vendors. The fields you select will display in the New Record screen, in addition to a set of basic fields that display automatically. The fields you select can include standard Eagle fields as well as Compass fields. The Compass fields can be Epicor-defined or user-defined Compass fields. The New Record feature is currently available in Inventory Maintenance, Customer Maintenance, and Vendor Maintenance.
• New Bomgar icon for remote desktop control.  The Support bar on the Eagle N Series Ribbon has a new icon which launches a remote desktop control utility called Bomgar, which can be used when beginning a session with Eagle support.
• New viewer “View Terminals (VTE)” has been added. This viewer allows the user to see which N Series applications are enabled on which terminals. The viewer can display terminals from the entire system or a specified store. This feature requires security bit 253 “Allow Terminal Report” to be set to Yes.
• Security Maintenance (MSE) enhancement. A new “Search” field and a new “ID” button have been added.  The Search field can be used to find security bits that contain the text from the bit’s description or extended description that has been entered into the field.  The ID button (or Ctrl-I) can be used to find a specific security bit by entering its number in the search box and pressing OK.
• Role Based Security Maintenance (RBS) enhancements.
• • A new “Search” field and a new “ID” button have been added. The Search field can be used to find security bits that contain the text from the bit’s description or extended description that has been entered into the field. The ID button (or Ctrl-I) can be used to find a specific security bit by entering its number in the search box and pressing OK.
  • The new Misc Menu choice “Review Security Bit Usage for Roles” shows the list of roles that have the specified security bit set to Yes. The roles will display in Notepad when OK is clicked in the dialog, allowing them to be printed and reviewed.
  • When in the “By User” view, the new field “Show Only Assigned Roles?” is available. When set to Yes, only those roles currently assigned to the specified user will be displayed.
• Additional User-Interface themes have been added to Eagle N Series. There are three choices for Eagle N Series stations; White, Light Grey, or Dark Grey. To select a theme, in Compatibility Settings, click Misc and select “Set theme options.” In the Default Theme, enter the theme the majority of terminals will use. For terminals where a different theme is needed, select a Terminal Theme at each of those terminals.
• The Eagle Browser’s Ribbon has the new icon for “My Reports..  This icon 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 the list, the report can be printed, fax’ed, or deleted. This feature requires users to have security bit 255 “View spooled reports” set to Yes.
• The Ebrowser’s Ribbon has a new icon for “Training.” This icon launches the Training Mode features which uses a copy of a customer’s data and provides full application functionality for training purposes. Access to the Training Mode requires option 70 “Training mode available on system, to be set to Yes.

POS Enhancements

• Important: If you use POS Touch Screen, you must install the latest version of Touch Screen POS after installing Release 24.1. All POS stations that use Touch Screen must be updated with the latest POS 2.0 Touch Panel Control.    

• New option 1437 “Minimum amount for manually entered credit card liability notification” for credit authorization. This option controls the minimum transaction dollar amount before a dialog displays telling the cashier to obtain an imprint of the credit card. When the amount being authorized is more than this minimum amount and the card number was manually entered without entering a CVV code, this message displays. This option defaults to a value of 9999.99, indicating that you are not using this capability.
• Special Orders have been made easier to create and maintain, improving usability in the retail environment. If you don’t use special orders today, and would like to, click the hyperlink to learn how to easy it is to set up and use special orders. If you are already creating special orders today, the following new features are available:
• • The Cash Customer Information dialog now allows you to scan the back of the customer’s driver’s license to automatically fill in the fields with the pieces of information available from the license’s 2D barcode. Most but not all states use the 2D barcode. Look for a band of black and white squares in a random pattern. Currently, the following scanners support scanning this 2D barcode: Motorola DS6708-DL, Motorola DS9208-DL, and Motorola DS6878-DL (cordless Bluetooth). The information stored in the barcode varies by state, but typically contains the licensee's Name, Driver’s License Number, and License Issuer fields, and for some states also includes the Address.
  • When you are creating a special order, the Cash Customer Information dialog now has "tool tips" that display to explain the following fields so that the clerk knows what to enter in them: Short ID, Source Vendor, and Stocked Type.
  • Easier posting of special records. When posting a Special Record (freight, labor, or misc) item to a special order transaction, the system no longer defaults to the posting area’s P.O. number; therefore, the clerk no longer has to clear it out to keep that fee from being added to the special order PO.
  • New option 1464 “Display item's cost as asterisks (*) in POS posting area?” This option allows the clerk to enter an item's cost without the chance of a customer seeing it, such as when creating a special order for a customer. If this option is set to Yes, the posting area's Cost field always displays the item’s cost as asterisks (*) on entry and display. This option also applies to the Cost field on the Add Part dialog used when adding a non-stock item to inventory from POS using a template Part. To view the item’s actual cost, the clerk can click <Menu> and select 3 “Show item costs” to see the unmasked cost. Note: This option applies to all transaction types, not just special orders.
  • New option 9042 “Prompt the clerk for a purchase order number when using RSRV?” This option controls if the ‘Reserve a Purchase Order number’ dialog displays when the item being special ordered is posted with the PO number set to RSRV. If this option is set to No, the system automatically generates a PO number and eliminates this pop-up for special order transactions, special order items added to an order, and special order items on a sale. Note: When set to No, the clerk can't change the PO’s Due Date (which is calculated using the Lead Time in Vendor Maintenance).
  • New option 5447 “Check Quantity Insufficient on Special Orders.” This option will enable POS to check for sufficient quantity on “stock” items (Keep Stock = Yes) that are being posted to a Special Order transaction. If an item’s quantity available is sufficient to cover the quantity being posted to the Special Order, the system will leave the PO number in the posting area blank instead of setting it to the Buyer or RSRV (based on the settings of options 9386 and 51). When set to Yes, if the item’s quantity available is less that the quantity being posted, a message for insufficient quantity will display if option 198 (Display Qty NA Warning Message) is Yes. If the option is set to No, all items posted to a special order will default to the PO # following the choices of options 9386 and 51.  Set this option to N if all items posted to a special order are non-stocked, which must indicate special orders from the vendor.
  • New option 1468 “Use Options instead of POS\Tools\Options Deposit & Special Order tabs?” This option indicates if you are using the old-style Tools/Options tabs for Deposit and Special Order preference settings, or if you are using Options Configuration to maintain these settings. Best business practice is to set this option to Yes to use Options Configuration. Using Options Configuration is easier to maintain and gives greater flexibility in that you:
  • • Can define these options from one terminal for all terminals, instead of having to set the preferences at each terminal.
    • Have the ability to use any domain (such as Store or System), instead of only "by terminal"
    • Have the added flexibility of different deposit settings for Orders and Special Orders

Before you set option 1468 to Yes, you must first configure the option equivalents of the preferences you have defined at your POS stations. At a POS station where you create special orders, create a print screen of the Tools/Options Deposit & Special Order tabs. Now go into Options Configuration, and using the settings from these tabs, configure the equivalent options listed below:

For Orders (these also apply to Service Orders):

For Special Orders:

For both Orders and Special Orders:

• Penny Elimination for Canadian customers (option 9954 set to C) automates accounting for pennies when a POS Received on Account (ROA) is paid by Cash. This feature applies to Canadian stores that have the following options set: Option 200 "Store's Country Code" is Canada, option 9954 "Penny Elimination in POS enabled" is set to Canadian Rules, and new option 9960 "Penny Elimination Paid Out/In for pennies on an ROA" is not blank. In option 9960, enter the Paid Out/In number that the system should use for a POS ROA for penny elimination. For example, When an ROA is taken in POS and the tender type is Cash, the Change Due amount is rounded to the nearest $0.05 (whether it's up or down) and the rounded pennies are accounted for by automatically posting these pennies as a Paid Out/In to the Paid out type entered in option 9960. For example, if the customer tenders $172.00 in cash for an ROA whose totals is $170.84 for a difference of $1.16, the clerk is prompted to give Change Due of $1.15, and the system automatically creates a Paid In for -.01 to balance the drawer. The receipt/invoice prints the Change that was actually given to the customer ($1.15 in this example), and it prints the Paid-In or Paid-Out amount below the payment section.

Note the following:

• • For invoices, this feature is only supported on enhanced invoice forms.
  • A separate Paid-In/Paid-Out receipt does not print.
  • The Paid-In/Paid-Out uses a journal number (separate from the journal number used on the ROA) and appears in the Daily Journal Viewer (VIEWDJ), and is included on the Daily Sales Report (RDS) for that paid out/in.
• For Multi-Store users, existing option 5157 “Prompt clerk to reprice status R transfers when recalled” has a new choice A “Always reprice without asking.”  When set to A (always), when you recall a status R (Request) transfer, and your terminal is locked into the “From Store,” the system automatically reprices it. The purpose of repricing a transfer when recalled is to ensure the current price is set before shipping the merchandise.
• Existing option 8619 “Print Orders and Special Orders to the receipt printer” is no longer a system wide option.  It can now also be kept by Store or Terminal.
• Existing option 9558 “Dynamic Promotions - does qualifier keep discounted price?” has the new choice A--Retail Price. This option determines if an item(s) that qualifies another item or group of items for dynamic promotion pricing, but which itself does not receive dynamic promotion pricing, should receive a discounted price. This option already had the choice of R--Retail Price unless on promo, in which case the qualifier’s price is reset to the Retail price from Inventory Maintenance, unless it is on a regular promotion in which case it retains that promotion price. New choice A--Retail Price always sells the qualifier(s) at the Inventory Maintenance Retail Price.
• New option 1560 “Dynamic Promotions – Use Alternate Calculation for Type 7” This option determines if the calculation of the Discountable Total used by DP Type 7 “Discount off discountable total” is based on the standard POS Trade Discountable subtotal or a re-calculation of this subtotal.  When set to No, non-discountable items are never included in this subtotal and which items are trade discountable is controlled by options 610, 630, 660, 680, 700.  When set to Yes, which items are trade discountable is controlled by options 1561 through 1571. This allows greater flexibility to include non-discountable items and, by exception, 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.
• New option 1572 “Dynamic Promotions – Limit Totals Based Promotions to One” is used to determine if the system will apply more than one active, totals-based Dynamic Promotion (types 7 or 8) to a transaction. If set to “Y”, only one totals-based Dynamic Promotion is allowed per transaction.  The first qualifying promotion is used.`
• New option 1494 “Enable redisplay of adjusted pricing on checkout’s consumer display” This option determines of the POS consumer display redisplays already posted items whose pricing has been adjusted by any of the following actions:
• • The customer is changed in the middle of a transaction and the new customer has a different pricing structure or taxable status. The display will be cleared and all items on the transaction will be refreshed to the display.
  • A loyalty number is entered in the middle of a transaction and loyalty-only promotions are applied.
  • Totaling a transaction applies a Dynamic Promotion. Only those affected items will refresh to the screen.

This option applies to the signature capture pad’s display (both 3 and 5 line displays) and the consumer digital display monitor.

• Quick Add of non-stocked Items has been enhanced.  Option 1606 “Calculate Retail using Cost and the template SKU’s Desired GP %” determines what should occur when a user only enters a cost in the Add Part dialog. When set to Yes, the system will calculate a retail price using the entered cost and the template part’s Desired GP%.  When set to No, the system will add the item with Retail set to .00.  If the clerk is to always set the retail, either manually or by using the price formulas this dialog allows, then include choice R in option 9859 “Required fields for POS Quick Add of Non-Stock Items”.
• Customer Return Viewer (CRV) enhancements. Two new columns have been added, Original Tender Type and Return Tender Type. For validated returns, the Original Tender Type will display the tender type of the original sale (Cash, Check, Bankcard, Charge, or the description of the Alternate Tender Type). The Return Tender Type will display the tender type of the return.  If multiple tenders were used on either the original or return transaction, the tender type fields will display the tender with the highest amount. In the case of an order that was recalled, invoiced, and paid with a deposit and then returned, the Original Tender Type will display Deposit.
• Deposit Activity Viewer (DEP) enhancements.
• • The amount columns now show the amount as negative (and in red font) for Applied and Refunded activities so that a quick sort and subtotal can be done.
  • The new Amount column has been added (initially hidden). This is the total amount of each deposit action. For example, if a deposit action has amounts in more than one tender, the total of those tenders displays. A quick sort and subtotal on this column indicates the remaining deposit of an order.
  • These new columns apply when using the new ‘by Deposit Remaining’ lookup, and are initially hidden:
  • • POS Order’s Deposit Remaining – from the Order’s header, this is the remaining deposit on that order. Note: If the lookup is by Deposit Remaining, and Show Details is "No, show summary only," and if the amount in this column doesn’t match the amount in the Amount column, then both cells display in red to alert you that there is a discrepancy.  
    • Deposit Age – when there is an outstanding deposit on an order, this column shows the aging of the order’s deposit based on today’s date and the Activity Date of the first "deposit taken" record for that Store/Order. These columns indicate 1-30, 31-60, 61-90, and over 90.
    • Days Outstanding - the number of days old the deposit is. For the given Store/Order, it is the number of days since the first deposit was taken, to the date it was fully applied, or if there is still a remaining deposit, it is the number of days since the first deposit was taken, to today’s date.

Note: Multiple deposits on an order can’t be aged as separate deposits because the data doesn’t track them separately. Aging is per the first deposit taken on the order, and the amount remaining is after all deposit activity for that order has been applied.

• • • New lookup called Deposit Remaining which has the following selection criteria: All, 31 days and older, 61 days and older, and 91 days and older. It defaults to All. Use Orders Created After to limit the amount of deposit activity records the system searches through when looking for orders with a remaining deposit older than X days. For example, if you select ‘31 days and older,’ the deposit activity for orders with a remaining deposit amount, and the first deposit taken is 31 days old or older, displays. Orders display oldest to newest, the first one in the grid being the oldest order created on or after the date entered in Orders Created After whose first deposit taken was taken at least 31 days ago (and that order still has a deposit remaining). This lookup also has a selection field Show Details with choices of ‘Yes, show the deposit activity’ (default) and "o, show summary only." When No is selected, one row is shown for each order where the Amount column is the summation of all deposit activity for that order and therefore is the amount remaining of the deposit.  The same applies for each of the tender types. The columns such as Activity Date, Activity, and Activity Store show this information for the last deposit action taken on that order.
  • Special Order Simplification is a new configuration wizard for customers implementing Special Orders for the first time. "Special Order Setup" is accessed from the Ribbon’s File menu of Eagle N Series POS or the Tools menu if using the toolbar in POS. This feature is already set up to use options related to special order creation and workflow according to Epicor’s best business practice, and walks you through configuring a set of 13 to18 options to meet your specific needs. If Calculate Deposits is set to “% of total,” you are instructed to click the <% of Total> button. Use the Summary View to see a recap of how all 13-18 options are currently set. The Current Value column shows the setting selected in the wizard.  Some settings in the wizard update more than one option. Sliding the horizontal scroll bar to the right shows the present settings for the actual options in Options Configuration.
• POS Signon and POS Manger’s Override dialog. Up to 12 characters can now be entered into the password field instead of the 10 that was previously allowed.
• Flexible Consumer Information Collection feature. This is an optional replacement of the “Cash Customer Information” dialog and is controlled by option 1498 “Flexible Consumer Information collection enabled”.  This feature gives the user the ability to identify Point-of-Sale events that require the collection of consumer information as well as identifying the collection information that is required or optional.  Information that can be identified as required or optional include the following.
• • Name
  • Address
  • City
  • State
  • Zip code
  • Phone number
  • Email address
  • Driver’s license

Point-of-Sale events that can be identified for collecting consumer information include the following.

§  Starting a special order

§  Starting a layaway

§  Starting an estimate

§  Starting an order

§  Totaling a transaction with Consumer Info Code 1 thru 9

§  Totaling a transaction with a return

§  Totaling a tax-exempt transaction

§  Totaling a transaction with a special tally item

§  Totaling a transaction for a customer who requires additional information

§  POS Order Viewer. This viewer has a new column for email addresses.  This column is populated with the email address collected by the new Flexible Consumer Information collection feature.

§  Quick Recall Viewer enhancements. 

§  A new column has been added for email addresses.  This column is populated with the email address collected by the new Flexible Consumer Information collection feature.

§  A new button, Credit Card Lookup, appears in the “Reprint, View, Fax, or Email this invoice” dialog when the new option 1496 “Include Credit Card Lookup in POS’s Reprint, View, Fax, or Email” is set to Yes. This option is only available when option 9537 “Returns Validation with Receipt” is set to B (Both receipt and credit card) or C (Credit Card).  When the button is selected, a customer’s credit card, debit card, or gift card can be swiped or manually entered and a list of the transactions paid by the card will be displayed.

§  Return Validation Viewer. A “Code” column has been added to the viewer. This field contains the vendor buyout code when a part is sold as a vendor buyout.

§  New option 1524 “Require Password to Invoice Order or Credit Memo” When set to Yes, the clerk will be required to enter a password prior to pressing the final total key for an order.

§  New option 9263 “Require entry of driver’s license for checks this amount and over”  If a transaction equals or exceeds the amount specified in this option and the transaction is paid by check, the clerk will be required to enter a value in the Driver’s Lic # field of the Check Guarantee dialog. This option applies to POS stations doing Check Guarantee which have option 1090 (Default Check Guarantee) set to either A (Bank account number) or D (Driver’s license number).

§  New option 314 “QuickRecall number of years to keep Special SKUs transactions.” This option allows QuickRecall transactions that contain special SKUs to be store for up to 99 years.  Before the option was added, these transactions could only be stored for up to 96 months (8 years). If special SKU transactions do not need to be kept for more than 8 years then leave the option blank and the system will use the value in Legacy function Modify QuickRecall Constants (MQK).  If special SKU transactions need to be kept for more than 8 years then enter the number of years (1 to 99) in option 314.  The value entered 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.

Windows LaserCat 3 Enhancements

• Dynamic updates have been added.
• • Catalog updates occur over the internet.
  • The process is fully automatic.
  • Updates occur four times a month.
• Search capabilities on the “Description Search” box have been enhanced.
• • A drop down list of descriptions will display that contains the letters being typed in the search box.
  • Multiple partial words can be entered and LaserCat will display all associated descriptions   For instance, if “WAT PU” is entered in the search box and Find is pressed, all descriptions containing “Water Pump” will display.
  • LaserCat will prompt if invalid words are entered.  For instance, if “FILTR” is entered in the search box and Find is pressed, the program will ask “Do you mean FILTER?”
  • Wildcard searches using asterisk have been added.  For instance, if “*OIL” is entered in the search box and Find is pressed, all descriptions ending in “oil” will display.
• A new “Show/Hide Toolbars” function on the LaserCat results screen is now available.  The toolbar can also be toggled using Ctrl-Y.
• A new quantity column has been added to the LaserCat grid. The information displayed in this column is controlled by options 2860 “LaserCat Other Availability Column Name” and 2861 “LaserCat Other Availability Column Calculation. Use option 2860 to define the title to be displayed in the “Other Availability” of LaserCat. Use option 2861 to define the quantity value to include in the “Other Availability” column of LaserCat. The quantity represents quantity from another store or total quantity from a store group.
• New option 2728 “LaserCat PartExpert column sequence in POS.” This option defines the order, from left to right, in which PartExpert, Interchange, and ItemExpert columns will display in LaserCat when running from Order Entry POS.
• Service intervals have been enhanced. Along with the traditional mileage-based maintenance intervals, time or service based intervals have been added, along with additional driving conditions such as towing or dirty/dusty roads.
• The ability to create categories and groups for Powersports inventory has been added.
• PartExpert Editor has been enhanced.
• • If no vehicle engine was selected when a record was added in PartExpert Editor, the record will not display in LaserCat 3 unless the vehicle also does not have an engine selected.
  • A new record can be duplicated from an existing record using the “Modify Copy” feature from the Main window.
  • When adding a new record, a year range can now be specified for a vehicle.

Windows Inventory Enhancements

• New option 1434 “Update Kit Header's Mfg Cost with Total Retail Value of components.” Set this option to No if you don't want the system to update the kit header Part's Manufacturer (Mfg) Cost with the total of the component Parts’ retails. Modify Kits (MKR) will still show this total in the Total Retail Value field, but will not place that value in the kit header's Mfg Cost. When set to Yes, the system updates the Mfg Cost field of the kit header Part in Inventory Maintenance with the total of the component Parts’ retails. This option applies to adding or changing a kit in MKR where the Total Retail Value field shows the total of the component's retails. This option also applies when running the Kit Report (RKR) with Update Option U "Update Cost and Retail."

• Physical Inventory Posting (PIP) – Use the new toolbar button <Inv Maint/F7> to launch Inventory Maintenance and display that item in the count file. In PIP, click the grid row of the item you want to display in Inventory Maintenance, and press F7.   
• New fields in Inventory Import Tool. You can now import the following fields: Order Point A, Order Point B, Order Point C, Order Point D, Max Stock Level A, Max Stock Level B, Max Stock Level C, and Max Stock Level D.

• New option 1504 “IMU - Give "unsaved changes" warning upon exit or changing tabs?” This option applies when you have made changes in Inventory Maintenance (IMU) that have not been saved by pressing <Change>, and you attempt to change tabs or exit Inventory Maintenance. This option controls whether you receive a warning that there are unsaved changes, and have the ability to answer Yes to save those changes, or to answer No to not save those changes. Set to B (Both) to be warned there are "unsaved changes" when you attempt to change tabs or exit Inventory Maintenance. In both cases, you are asked if you want to save those unsaved changes, and the answer defaults to Yes. Set to E (Exit Only) to be warned there are "unsaved changes" only when you attempt to exit Inventory Maintenance. If the system detects there are unsaved changes when changing to another tab, no warning is given, and the system automatically saves those changes. Set to T (Tabs Only) to be warned there are "unsaved changes" only when you attempt to change to another tab. If the system detects there are unsaved changes when you exit IMU, no warning is given and the system automatically saves those changes. Set to N (Neither) to receive no warning when changing tabs or exiting IMU. If the system detects there are unsaved changes, no warning is given, and the system automatically saves those changes.
• Streamlined Label Printing
• • The new toolbar button <Labels> has been added to Modify Item Promotions (MIP), Item Price Changes (IPC), Inventory Viewer (all lookups), Bin Label Changes Viewer, Purchasing Posting and Receiving (MPO), Purchase Order Detail Viewer, and Purchase Order Archive Detail Viewer. This button facilitates printing labels directly from these grid-based applications. You can print labels immediately, save records from grid -based applications to Label Manager, launch the label manager and select the records  for which you want to print labels, or save records from grid-based applications to “batch” files for later processing.
  • Activate a promotion from Modify Item Promotions (MIP). Use the new <Activate> toolbar button to launch Update Promotion Price Report (RUP) to activate a promotion.  
  • Finalize price changes from Item Price Changes (IPC). Use the new toolbar button <Finalize> to launch the Price Change Report (RPC) to finalize price changes.  
  • Label Manager has vastly improved usability for the <Import> function, now called "Batch Management." When you press <Import>, you can pinpoint the batch(s) you want to print by entering the batch’s Store, Source, Created By User, Terminal Created at, and From and Thru Created date range. The batch(s) that match your selection criteria display, and you can either Print Now, Add to Label Manager, or Delete.

Note: If desired, the system can prompt you to delete the batches that were printed or loaded to the Label Manager grid. New option 5824 “Label Manager - Prompt user to delete label batches after <Import>.” Set this option to Y to be prompted to delete the label batches with the answer defaulted to Yes, or set it to X to be prompted to delete the label batches with the answer defaulted to No. You can also set this option to N to not be prompted to delete the label batches.

• • New option 5825 “Create label batches by store from RBL or using <Labels> in MIP and IPC.” This new option allows multistore users to create a separate batch file for each store so that you can more easily print your own labels to your store’s printer. This option applies when:
  • • Using the Item Bin Labels Report (RBL) from the Price Change File or Promotion File with the Store field set to ALL and using Label to Use "Generate File for Label Manager" to generate a file for the range of items by store that you want to import into the Label Manager. A batch is created for each store the selected items represent.  
    • Using the <Labels> button in Item Price Changes (IPC) or Modify Item Promotions (MIP) and selecting "Save to new batch" to place the selected price changes or promotion records into a file for import into the Label Manager and the selected items are for more than one store. A batch will be created for each store the selected items represent.
• Bin Label Report (RBL) enhancements:
• • RBL can now be added to an End-of-Day queue. This change allows you to use the new ‘Days before Effective’ (Price Changes) and new ‘Days before Start’ (Promotions) to add RBL to a daily queue to print labels for price changes whose effective date is X days away or promotions whose start date is X days away. For example, a daily RBL using the Price Change file, with ‘Days before Effective’ set to 1, prints labels for price changes whose effective date is tomorrow.  
  • RBL from Price Change file enhancement. There is a new field on the RBL Options page called “Days before Effective” that allows you to create label batches the designated number of days before the effective date that you enter. This field defaults to blank, and is only valid when using Label to Use "generate file for label manager." in RBL. Note: If RBL is run with Store=All and option 5825=Yes, it generates a batch file for each store.
  • RBL from Promotions File enhancement. There is a new field on the RBL Options page called “Days before Start” that allows you to create label batches the designated number of days before the start date that you enter. This field defaults to blank, and is only valid when using Label to Use "generate file for label manager." Note: If RBL is run with Store=All and option 5825 is set to Yes, it generates a batch file for each store/each promotion type. If you have a single-store or multistore system, but option 5825 is set to No, RBL generates a batch file for each promotion type. Note: this enhancement doesn’t apply to Progressive Promotions where it is the Update Promotion Price Report (RUP) that generates a label file for Label Manager.

• New option 7320 “Days to Keep Label Manager batch files.” This option lets you control how long label batches, which were not manually deleted after use, stay on the system. A label batch will be deleted if its Date Created is older than the number of days specified in this option. This purge is run during the monthly archive purge.  
•  Update Promotion Price Report (RUP) new report option G “Finalize (activate only) a single promotion. Option G activates a single promotion with a start date of today or earlier (not tomorrow as option F does), and it neither deactivates nor deletes items on a promotion set to end today. The purpose of this new option is to activate a one-day promotion, or to add items to an already active promotion. You can use option G with Y “Update IMU with the lowest promo price” so that RUP checks if any of the items being activated are on another active, overlapping promotion, and if so, the lowest promotion price between the two is recorded as the item’s promotion price in Inventory Maintenance. Note: Option G cannot be used with option F and must be run for only one promo type.
• Exclude Item Lists from being finalized in the Physical Inventory Report (RPI). For Directed Counts users (options 1100 “Eagle Mobile on System”, 9585 “Inventory item Lists Enabled”, and 1155 “Mobile Use Physical Inventory with Count List” are all set to Yes), the Physical Inventory Report (RPI) has a new “Exclude (Y/N)” field in the From/To section of the report. If you select an Item List and set the “Exclude (Y/N)” field to Y, the system ignores all items on the specified Item List, and only finalizes items within the specified From/To range, including Sequence/Part, Department, Line, Subline, Prime Vendor, Manufacturer, Location, Mfg Part #, Last PI Date and Shrinkage Type. If you leave the “Exclude (Y/N)” set to N, the system only finalizes items that are on the specified Item List and ignores all other items in the count file. Before this change, RPI could only either finalize items on a specific Item List, or all items in the count file, including any Item Lists.
• New option 2021 “Default for Web Flag” This option determines how the “Web?” flag on the Codes tab of IMU will be set when an item is added to the inventory.
• In the Inventory Viewer (INV), the Special Promo Price 1 and Special Promo Price 2 fields will now be populated when Option 8287 “Display the Inventory Viewer in expanded format?” is set to Y, S, or H.

Windows Purchasing & Receiving Enhancements

• 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 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 store configuration, the unit costs are for the vendor being used and match the PO, but the original cost is the replacement cost.

• New Receipt Posting (RRP) Update Prices option S “Create Price Changes in IPC (use with options P or Q).” This new option allows you to create price change records with the new retail price calculated from what will be the new average cost once the PO is finalized, and the item’s Desired Gross Profit Percent. This means you can now manage price changes in one place--Item Price changes (IPC)--and you can do so as soon as the Freight and Other Charges have been entered (if any) and the item receipt quantities and costs have been entered. This saves a step in that you no longer have to print bin labels (RBL) from the PO for the retail changes before you finalize the PO.

Note: If you use option S, you must also use Update Prices option P “Update Retails in PO Based on Landed Cost” or Q “Update Retails in PO Based on Landed Cost (Preserve Highest Retail),” and you cannot use option F. Additionally, option 105 in Options Configuration must be set to X or Y, but you do not have to enter Freight and/or Other Charges to recalculate a new retail, since it will be calculated from the projected new average cost and desired gross profit. Multi-store users with option 118 "Keep Prices the Same in All Stores?" set to Yes can only create price changes for new retails from Store 1 purchase orders.

How to Use:  

• • In Purchasing and Receiving, receive a PO by Receive All or Receive Only method, adjusting any receipt quantity and cost on any or all of the line items.
  • Go back to the PO Header and enter any Freight or Other Charges (optional).
  • Run RRP for the PO with only option P or Q, as well as option S.
  • If any landed cost changes resulted in a retail increase or decrease when recalculated against the current desired gross profit percent, a price change record for the item is created in IPC. RRP also reports any retail price changes.
  • Run RRP again with option F to finalize the PO and to update Inventory Maintenance. This only updates quantities and cost.
  • Any price changes are updated in Inventory Maintenance only when you run the Price Change Report (RPC) with option F.
• Vendor Maintenance (MVR) enhancements. 
• • Three new security bits have been added that control access to the associated tabs.  These will be set to Yes if bit 172 “Access Vendor Maintenance (MVR)” is set to Yes.
  • • 1105 – View MVR Order Info tab
    • 1106 – View MVR Accounts Payable tab
    • 1107 – View MVR Contacts tab
  • The new field “Adder Type” has been added to the Order Info tab.  This identifies the default adder for a vendor.
  • The new field “Minimum Units” has been added to the Order Info tab.  This field determines if inventory is to be ordered by RSO in stocking units or purchasing units.
  • The entry of vendor contacts has been streamlined.  For those vendors that receive emailed POs, all emails addresses for a vendor are consolidated into the Contacts tab of vendor maintenance.  Note type 5 is no longer used for this purpose.
  • There is a new field on the Contacts tab. “Primary Contact” can be set to Y or N and is used for informational purposes only.
  • On the Contacts tab, the Name field can now be changed in the Change function.  Previously, the contact had to be deleted and re-added in order to change the name.
• Purchase Order Report (RPO) enhancements.
• • A new print option has been added for laser purchase orders. Print option R “Retail Price” can be used to supply the vendor with the retail price so they can price items prior to delivery. When this option is selected, the “SPEC ORD#” column will be relabeled with “RETAIL” and the retail price will print.
  • Double Space can now be selected on the Print Setup page. This is supported on both laser and non-laser formatted purchase orders.
  • The Email Setup page of the Purchase Order Format Report has been enhanced. These changes will make it easier to determine which address(s) a purchase order will be emailed to. Note: Queued RPO’s will continue to email as they do now.

§  “From Address” has been changed to “From Email.”

§  “To Address” has been changed to “To Emails.”

§  If RPO is being run for one PO or vendor, all email addresses entered in Vendor Maintenance that are set up to receive emailed POs will display in the “To Emails” field. Email addresses can be removed or added as needed.

§  If RPO is being run for more than one PO or vendor, the system assumes multiple vendors, so no email addresses are displayed. When the field is empty, a note at the bottom of the screen indicates that each PO will be emailed to the addresses entered in Vendor Maintenance for that PO’s vendor. If email addresses are entered in To Emails, all POs will be emailed to those recipients regardless of the PO’s vendor.

§  The More Emails field is used to enter additional recipients of the purchase order. These are in addition to the recipients entered in Vendor Maintenance.

Note: If an RPO is added to an EOD queue, the To Emails address field should be left blank. When the queue runs, the system will use the recipient emails which exist in Vendor Maintenance at the time the queue runs. If the field is not empty in the queued RPO, the system uses those entries.

• Clear or Create Alternate Vendors (CAV) enhancement. This utility is now available on single store systems.  It is used to create or delete alternate vendors for a range of inventory items.
• New option 9255 “RDI – Credit PO Pop Code” This option is used to determine if a part is to be added to a credit PO based on the Pop Code of the item.  For example, if “C” is entered then only parts with Pop Code of C or slower will be added to the PO.
• New option 2848 “Print EHC/EXC Amounts on Laser Receiver (RRP)”  When set to “T” (Totals Only) the extended totals of the EHC/EXC will print on the last line of the receiver.  When set to “P” (Print Detail) the detail line with the part unit EHC/EXC amount along with the extended amount will print.  The extended amount will be included in the totals that print at the bottom of the receiver.
• 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 percentage 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 options is set to No, the units ordered is updated when the PO is created, causing the file rate to appear lower than expected during the time between order creation and order receipt.

Windows Accounts Receivable Enhancements

• Integration with Blue Tarp Financial. As a purchase option, you can now integrate your Accounts Receivables with Blue Tarp Financial. For more information about purchasing this feature, call your Customer Account Manager at 800-538-8597.
• The term "Loyalty Gift Card" has been changed to "Loyalty Dollars." This change is due to legal and financial implications, since loyalty rewards are not a liability, and gift cards are. This term has been changed in the following applications and options:
• • POS Customer QuickAdd – the "Loyalty Gift Card Number" field now reads "Loyalty Dollars ID”
  • POS Customer Detail dialog – the “Loyalty Gift Card $” now reads “Loyalty Dollars”
  • Gift Card Viewer Misc Menu – the report "Set Loyalty Gift Card to Zero (GCS)" is now called "Set Loyalty Dollars to Zero (report GCS)"
  •  For options 3534, 9067, 9068, 9129, 9894, and security bit 900, their descriptions contain the new terminology

• Eagle Loyalty now has 10 tiers available for entering the amount of points required to earn a coupon reward. Options 9877 and 9878, which were used to set up a single tier of points and the corresponding reward, are now tier 1, and an additional nine tiers can be set up in options 1442 through 1459. You can use any number of tiers, they don't have to be in ascending order, and you can have gaps between tiers. A tier is only valid if you have entered both the points and coupon for that tier. The system skips any invalid tiers (one that doesn’t have both a points level and coupon), and it looks for the highest tier for which the customer is qualified and uses the coupon that is assigned to that tier.  
• New security bit 1069 “Allow changing Charge Allowed in Windows ROA.” This bit controls the ability to use ROA’s Misc Menu 2 “Change Charge Allowed” to change the customer’s Charge Allowed field in Customer Maintenance (MCR). Note: Today if you have access to ROA (bit 306 is Yes), you can use this capability. Installing release 24.1 automatically sets new bit 1069 to Yes if bit 306 is Yes.   

• Change Customer Number (CCN) & Change Customer To Job (CCJ) now include Dynamic Promotion PUNCH records (Dynamic Promotion Types 11 & 12). This is useful if you use Punch Card Promotions, and you have a customer who accidentally signed up as a loyalty member more than once, and has purchased items that qualify for the PUNCH promotion under the different accounts. You can run CCN / CCJ to combine the accounts, which merges their PUNCH records.
• Customer Contacts Management streamlining. If you email customers their POS transactions and/or A/R statements, Release 24.1 consolidates all emails for customers into the Contacts tab of Customer Maintenance. The fundamental change is that the email address(s) in Note Type 10 (statement emails) and Note Type 11 (invoice emails) have been consolidated to Contacts, so you no longer have to add the contact and then add the email address to Note Type 10 and/or 11. If you have been using Compass, RQ, or ODBC to get emails from Contacts and Note Types 10 & 11, this will still work, or you could change it to get customer email addresses from only the Contacts tab. You no longer use the Notes tab to add an email address for POS invoices or A/R statements--instead, you add the contact on the Contacts tab, with the email address, and set the new Statement and/or Invoice field appropriately.

Installing Release 24.1 copies all of the email addresses in Note types 10 and 11 into Contacts. Notice that Note Type 10 and 11 still exist, and that the system automatically adds them, changes them, and deletes them as you make changes to a Contact. However, Note Type 10 and 11 are now display-only. When statements or invoices are emailed, the system still uses the emails in Note Type 10 and 11, but you now only enter them in Contacts, and the system takes care of keeping them in sync.

The Statements field on the Contact’s Add and Change dialogs replaces the step of manually adding the contact’s email address to that account/job’s Note Type 10. If the account’s Misc menu “E-mail Statement” field is X or Y, and you want the contact to be emailed A/R statements, enter their email address and set the Statements flag to Y.  

The Invoices field on the Contact’s Add and Change dialogs replaces the step of manually adding the contact’s email address to that account/job’s Note Type 11.  Use these guidelines for setting this field:

There are two new fields in Contacts: “Primary Contact” with choices of Y and N. The contact you mark as Primary (Y) will be the first to display in the user-interface where the system shows the customer’s contacts. The second field is “Opt Out” with choices of Y and N, which is used in filtering contacts when creating an email or call list.   

Customer QuickAdd had some related changes:

The Customer Contacts Viewer has two new lookups: 1) Customer From/Thru, which you can use to create a calling, mailing, or emailing list – you can filter for Y in Opt Out to exclude customers who do not want to be contacted, and 2) Email, so that if you want to find the accounts with a particular email address, you can enter just the first part of an email address, and the system finds the relevant accounts.

§  Customer Maintenance (MCR) enhancements. 

§  Six new security bits have been added that control access to the associated tabs.  These will be set to Yes if bit 131 “Access Customer Maintenance (MCR)” is 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

§  On the Contacts tab, the Name field can now be changed in the Change function.  Previously, the contact had to be deleted and re-added in order to change the name.

§  New option 1600 “Show statements for other stores in Statement Archive Viewer (SAV)”  When set to No, only statements of customers whose “Store Account Opened” option matches the current locked-in store will display in the viewer.  When answered Yes, all customer statements will display.

§  New option 3581 “Allow tender type selection for back office ROA payments”.  When set to Yes, back office 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 (A), Discover (I), Master Card (M), Diners Carte (N), Private Label (P), or Visa (V).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 back office ROA, the Tender Type selected will be represented as a one character value in the code position specified by this option in the A/R transaction. 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 additional analytics to be performed on payments based on the specified Tender Type.

Accounts Payable/General Ledger Enhancements

• Export Eagle journal entries and then import them into QuickBooks.™ As a purchase option, you can now import financial data into QuickBooks General Ledger or import payroll data from QuickBooks™ Payroll into Eagle General Ledger. For more information about purchasing this feature, call your Customer Account Manager at 800-538-8597.
• New option 426 “ATMU - Return cursor to Vendor instead of Trx Type.” For streamlined data entry, set this option to Yes so that pressing <Clear> between transactions in New A/P Transactions (ATMU) automatically sets the transaction type to R-Regular Voucher, and places the cursor in the Vendor field. The same occurs after using <Check> to print the AP check. If this option is set to No, the cursor returns to the Trx Type field on the main screen of ATMU.
• New option 436 “Enhanced ATMU Error Messages?” When answered Yes, an additional “Vendor not on file” message will be displayed when the user attempts to add an A/P voucher using a vendor code that does not exist in MVR.

• New option 9896 “Always prompt for A/P dated billing when adding a new voucher?” If you use “Accounts Payable Dated Billing” (option 9895=Y), this option controls if the prompt to set up installments displays each time a regular voucher is added in New A/P Transactions (ATMU). Enter Y to continue to receive the "Installments" prompt each time you add a new A/P voucher in ATMU with the default answer set to Yes, enter X to prompt and default to No, or enter N to not prompt to set up installments for each new voucher added. Use Go To menu option B “Dated Billing Maintenance” to enter installment information for a voucher at any time. Alternatively, if option 9896 is set to Y or X, you can also use <Change> on the un-posted voucher to enter the installment information.  

• You can now run the Post New A/P Transactions Report (RATJ) right from ATMU’s <Post> menu using choice 3 “Post Signed On User Transactions to A/P Files.” If you have option 9009 “Reduce exclusive use of AP & GL transaction files” set to Yes, then using Post option 3 queues the RATJ to post the transactions that the current signed-on user added in ATMU. To begin using ATMU’s <Post> choice 3, enter the channel you want the RATJ to use in option 435 “Spooler channel to use when posting A/P transactions by user?” How to use: After posting AP vouchers in ATMU, press Post (Shift F2). Select the new choice 3. This new Post Menu option automatically queues RATJ to the channel entered in option 435 and with the with the current signed-on user entered in the report’s From/To User so that only transactions for that user will be posted.  

• After selecting invoices to pay in APMU, use the new <Print Chk/KPad+> toolbar button to open Print Checks (APCM). This allows you to print the checks for those payments without having to close out of or minimize APMU. Simply press the + on the keypad or click the <Print Chk> button. This opens APCM beginning with the printer selection to Print Checks.

• Check Reconciliation (ACKR) now supports using the High Capacity grid.   
• You can now set up AP Control File Maintenance (ACON) in Eagle for Windows. Prior to this change, new A/P users had to set up ACON in Network Access. How to use this new feature: After entering all of the information needed in ACON, click Change. If Accrue Temp A/P Trx’s? is set to Yes, you must specify an Accrued A/P and Accrued Purchases GL Account. Access to ACON requires security bit 338 “Change A/P constants” (same bit as in Network Access).

• You can now run ABMU directly from Eagle Browser to maintain your bank codes. Access requires security 411” Add/Change/Delete/Report A/P bank codes”. Note: ABMU is still also available from ATMU’s Go To menu.
• Accounts Payable/Notes enhancement. The A/P Remittance Note entered/maintained in either Purchasing (MPO) (Misc Menu N) and/or Modify Receiving Documents (MRV) (Misc Menu N) now carries over to the A/P Voucher, and can be viewed and/or maintained in both A/P Invoice Maintenance and Payment (APMU) and Posted A/P Transactions (AVIQ).  
• New option 1520 “In ATMU ignore distribution tab when vendor is set up with auto-distribution.” Setting this option to Yes streamlines adding a voucher for a vendor configured to automatically distribute to G/L accounts set up for that vendor. Adding a voucher in New A/P Transactions (ATMU) will no longer take the clerk to the distribution tab to confirm the distributions. The message “Record Added – Transaction Auto-Distributed” displays at the bottom of ATMU, indicating that the voucher has been added and is fully distributed. Note: To set up an account for auto-distribution, set the Auto Distribute flag on the Accounts Payable tab of Vendor Maintenance to Yes.
• Bank Reconciliation (BRV) enhancement. A bank reconciliation that has been started can now be saved and completed at a later time. To save a bank reconciliation, click on the “Misc” button and select “Save Session.” To recall a saved session, after opening Bank Reconciliation and selecting the correct bank code and date range, click Misc and select “Reload Session”.
• New option 9939 “Create G/L trx’s from ITR record for Prepaid purchase orders”.  This option controls whether or not G/L transactions are created from ITR records when a prepaid purchase order is received. Option 402 “Prevent AP Passoff for Prepaid Vouchers” must be set to Yes to use this option. When the option is set to “E –Eligible” or “N – Not eligible but can be changed”, items received from a normal prepaid purchase order will update in ITR and be eligible for ITR passoff.

Setup:  A new set of “Prepaid Inventory” types is available in GLSET. There is a store-level Prepaid Inventory type as well as Inventory Department Prepaid Inventory types.  At minimum, the “Store – Prepaid Inventory should have a GL account assigned before setting option 9939 to E or N. The GL account number for Prepaid Inventory should be the same GL account number used when manually entering a voucher for prepaid inventory. Once GLSET has been setup, option 9939 can be set to E or N.

How to use: Create a PO in MPO to account for the inventory being purchased where the vendor is requiring payment.  Manually enter the voucher in ATMU for the PO Vendor as either a Regular or Prepaid voucher. The PO number of the open purchase order in MPO should be entered in the PO number field of the voucher.  “PREPAID” should also be entered in the Voucher Reference field.  When the voucher is posted via RATJ, RATJ will update the PO to prevent the PO from generating a voucher when the PO is received.  When the PO is received, APP should not generate a temporary voucher. The line items received should update ITR with the quantity and purchase cost.  Since they were received in a “prepaid” purchase order the Sub-source should indicate “Prepaid” then the GL Passoff indicator should match to what option 9939 is set to.. For a Normal PO, if the Prepaid ITR records have the GL Passoff flag set to E, when GLP for ITR runs, it will credit the new Prepaid Inventory GL account and debit the Purchases/Inventory GL account form ACON. For a Credit/Defective PO, it will debit the new Prepaid Inventory GL account and credit the Purchases/Inventory GL account from ACON.

Advanced Receiving Enhancements

• Enhancement for multistore users in Modify Receiving Documents (MRV). When using <Add/F4> to add an item to a receiving document, the Store in the "Add Part to Receiving Document" now defaults to the store the P.O. was created in, instead of the lockin store as it did before this change.
• The next two enhancements (Method 1 and Method 2 below) facilitate the ability to run the Receiving Documents Report (RRV) with option F in an end-of-day queue for all receipts, and it will only update those receipts which are ready to be finalized. You have two methods to select from to indicate receipts ready to be finalized. These guidelines will help you to select which method best meets your needs:  

Method 1 - If you want to ensure that the RV Document does not finalize unless AP Invoice information is entered, set option 8412 to Yes. Any changes to the RV document will not update Inventory Maintenance nor AP and GL unless the AP Invoice information is received and entered in the MRV AP Invoice window. RRV with option F can be run to finalize the RV Document individually or across all RV Documents that have AP Invoice information entered.

Method 2 - If you want to be able to selectively finalize RV documents regardless of whether AP Invoice Information is entered, set new option 8412 to No. You can finalize an RV Document without AP Invoice information individually or by selective batch. This allows any changes to cost and quantity to update Inventory Maintenance as well as update AP and GL without requiring AP Invoice information. As you are working through your receipts, if you don’t want to finalize the RV Document, simply keep the receipt’s Batch field set to No until it is ready to be finalized.  

You can also use a combination of Method 1 and Method 2 - If option 8412 is set to Yes, once the AP Invoice information is entered in the RV Document, you can decide whether to finalize by Batch. RRV with option F can be queued to finalize only RV Documents that are ‘Ready to process by batch.’ Only RV Documents with AP Invoice information entered and have the Batch field set to Yes will be finalized. Requiring both adds additional complexity to the AP process, but also allows for additional checks and balances to ensure accuracy before the RV Document is finalized.

How to Use: After setting option 8412 to Yes, you can make changes to an RV document to add freight or other charges or to change quantity and/or cost, but the RRV-F will not update Inventory nor create the voucher in AP until the Vendor Ref Number, Invoice Date, and Terms Code are populated in the MRV AP Invoice window.

You can leave some RV documents ‘In Progress’ without the AP invoice information entered. An RRV-F in an end-of-day queue with the 'Allow Multiple PO/Date Range Update’ field set to Y and no from/to ranges, will only finalize those receipts which have the AP invoice information entered (Vendor Ref Number, Invoice Date, and Terms Code filled in).  

Any RV document that does not have the required AP information populated will not be finalized and will be recorded in the Misc Log in SHOWLOG.

N – Do not process by batch

Y – Ready to process by batch

Once the clerk is done updating a receiving document in MRV and feels the document is ready to be finalized, they will set the Batch flag to Y ‘Ready to process by batch.’

When RRV-F is run with the new choice B “Only allow update of POs marked ‘Ready to process by batch,’ RRV-F will finalize only the receiving documents with their Batch field set to Y (ready to process).  

Additional notes about using RRV-F with B “Only allow update of POs marked ‘Ready to process by batch’”:  

 How to Use:

RRV with the new ‘Allow Multiple PO/Date Range Update’ set to B can be run without selecting option F. It will only report on RV Documents with the new Batch flag set to Yes, but will not finalize them.

Limitations:  New RV sessions will still need to be finalized individually to close the session in order to create a new session. The last session that will mark the sessions as ‘Complete’ can have the Batch flag set to Y.

Telecommunications/National Account Enhancements

• The following Central Services are now available with a Vision system.
• • Central Inventory
  • • Eagle requests to Vision
    • • Auto request file
      • Part request file
    • Vision updates to Eagle
    • • Part update file
      • Streamlined updates file
      • Stock quantity updates file
      • Bar code updates file
      • Central inventory batch file
      • Stock depth file
    • Central A/R
    • • Central A/R files
    • Miscellaneous
    • • Central promotions file

Pricing Enhancements

• New option 1342 “Vendor Discount Pricing on System”  When set to Yes, this option allows access to the Vendor Discount calculation fields within the Lines tab of the Vendor Maintenance screen (MVR).  A discount percentage with a starting and ending date will be used by the system to calculate an item’s cost with the vendor.  The discount is calculated for items that are ordered with RSO or MPO.  The discount is not calculated for cores, items on credit or defective POs, or on POs created from Buyer’s List or Point-of-Sale via GPO.
• On the Lines tab of Vendor Maintenance (MVR), when the Pricing option is U (UniBible/Uni-Select) or T (TelePricing), the second screen of the Add/Change Line Cross Reference function will display the available prices at the bottom of the screen.
• Improvements have been made to TelePricing correction updates. A new field, Release Date, has been added to the Line tab of Vendor Maintenance.  If the release date in the update file is newer than the Supplemental Date, Finalize Date, or Release Date in MVR then an update will be requested from TelePricing.
• New option 8387 “TelePricing Pricing Maintains Sells With Environmental Fee Records” When set to Yes, the TelePricing price updater will maintain a “Sells With” environmental handling change record in the standard Epicor format when a non-zero environmental handling charge is found.  If the “Sells With” record does not exist, it will be created with the environmental handling charge in all price fields.  If the “Sells With” record exists and the environmental handling charge is different than the current value then a price change record will be created.
• New option 8388 “PowerPricer Maintains Sells With Environmental Fee Records”  When set to Yes, the PowerPricer updater will maintain a “Sells With” environmental handling charge record in the standard Epicor format when a non-zero environmental handling charge is found.  If the “Sells With” record does not exist, it will be created with the environmental handling charge in all price fields.  If the “Sells With” record  exists and the environmental handling charge is different than the current value then a price change record will be created.
• New option 1461 “Update Subline with Price Updates” When this option is Yes, price updates from TelePricing, PowerPricer, UniBible, or Vision will update an existing part’s subline.
• Previous Uni-Select Price Update (UNIPRICE) enhancement.  This is an OSPREY function that allows the user to reprocess Uni-Select  Price Updating Files that were previously processed.
• Inventory Price Rounding (PRO) and Customer Price Rounding (CRO) enhancements.
• • New simplified and more intuitive user interfaces.
  • Up to 30 ranges are now available for rounding the cents.
  • Rounding to the nearest dollars and cents (not just cents) is now available.  For example, 100.00 through 104.98 can be rounded to 104.99.  Up to 100 ranges are available for rounding dollar amounts.
  • The system will automatically re-sort the price rounding table when a range is added, changed, or deleted that falls between existing ranges.

Miscellaneous Enhancements

• Purges for Dynamic Promotions (option 9849) and Item Lists which are used for Dynamic Promotions (option 9850).  
• • New option 9849 “Days to Keep Dynamic Promotions” has been added so you can control when inactive promotions are deleted by the monthly archive purge. An inactive promotion is deleted once its End Date is older than the number of days entered in this option.
  • New option 9850 “Days to Keep Dynamic Promotion Item Lists” has been added so you can control when Item Lists used by Dynamic Promotions are deleted by the monthly archive purge. The item list is deleted once its Date Last Updated is older than the number of days entered in this option AND the Dynamic Promotion(s) which use it are no longer in Maintain Dynamic Promotions (MDP).   
• New security bit 1063 "Delete end-of-day queues or a report within a queue.” Set to Yes to allow a user to delete queues or reports within a queue in End-of-Day Queue Maintenance (MEQ). Otherwise, set to No. Previously, existing bit 80 “Change report queues” controlled both the <Change> and <Delete> commands in MEQ. Bit 80 now only controls the use of <Change>, which is used to add/change comments to end-of-day queues and change the order of reports. Note: The upgrade to Release 24.1 sets new bit 1063 to Yes for those users/roles which have existing bit 80 set to Yes.
• New security bit 1064 “Delete scheduled report queues.”  Set to Yes to allow a user to delete scheduled queues in Schedule an End-of-Day Queue (SEQ). Otherwise, set to No. Previously, existing bit 22 “Add and Change scheduled report queues” controlled <Add>, <Change> and <Delete> commands in MEQ. Bit 22 now only controls the use of <Add> and <Change> for respectively adding and changing scheduled report queues. Note: The upgrade to Release 24.1 sets the new bit 1064 to Yes for those users/roles which have existing bit 22 set to Yes.  

• You can now have the Element Settlement (EESTL) loaded into an End-of-Day (EOD) queue and it will settle that day’s transactions. When adding EESTL to an EOD queue, leave the from/to for Query Date blank, and enter a Y in the drop-down to have it run each day using the run date for the selection of the data.
• "Change Store" in Options Configuration's Misc Menu’s choice 3 "Add/Change/Delete Store" has two new fields which can be entered for a store. They are information only, and are Date Store Opened and Date Store Closed.
• Security bits that once controlled functions to both Physical Inventory and Accounts Payable have now been separated into their own individual security bits. Note: The upgrade to Release 24.1 will set the new bits to Yes if the existing bits are set to Yes.

The following is the "before" behavior where the following bits controlled two different abilities:

The following is the "after" behavior of these existing bits, and their descriptions have been updated to reflect that they now only control the one ability:  

The following is the "after" behavior with the addition of these new bits to control the Accounts Payable abilities previously controlled by bits 414, and 420-423:

Note: Prior to the upgrade to Release 24.1, if a user or role has the existing security bits set to Yes, the user or role will have the existing and new security bits set to Yes after upgrading to Release 24.1.

• Options Configuration now has a new, simpler, more powerful lookup screen.  
• • Search – The system will search the Option’s description and extended description for the value you enter in this field, and display those options which contain that value. Note: Entering multiple words (partial or entire word) in the Search field does an "and" search. For example, entering SPEC ORDER will find options that have a word that begins with spec (i.e. special or specify) AND also has a word that begins with order. In this example, the search would return option 432, since it contains order and specify. Entering SPECIAL ORDER will not include option 432.
  • Options Group – Use this to display All options (default), All options plus security bits, or a logical grouping of options.
  •  "All Options+Security" Select this Options Group to search for security bits. You can identify security bits in the Options grid because the "Type" column says "MSE," and the Message column contains the string “<-- Security NNNN,” where NNNN is the security bit. Note that this is a lookup-only feature; if you want to change a user's security, you must use Security Maintenance to do so.
  • <ID> button on the toolbar – You can use the <ID> button to display a specific option if you know its ID number.
• New Viewer “Credit Authorization Detail Viewer (CARD)” has been added. This viewer can be used to lookup credit card transactions by date or by transaction amount and is similar to the RCAD report.  It requires security bit 573 “Allow ICSETUP or PBADMIN” to be set to Yes.
• Spooler Maintenance (MSP) and Spooler Archive enhancement.  A new button, <Last Page/F10>, is now available on the Report Viewer’s toolbar.  Clicking the new button or pressing F10 will automatically display the last page of the report.
• RF Mobile Order Pick enhancement. The ability to scan the document barcode has been added.
• Eagle client help has been enhanced with Automotive information, including the topics listed below. The very latest on-line help is available by setting new option 260 “Eagle Client Help File Location” to C (Cloud) which provides cloud-based help.
• • LaserCat
  • POS (shortcuts)
  • Part Source
  • Customer Maintenance (MCR)
  • Vendor Maintenance (MVR)
  • Inventory Maintenance (IMU)
  • Line Maintenance (MLI)
  • Buyback Delays
  • Suggested Returns
  • Core Returns
  • Defective Returns
  • Purchasing

§  Network Access/Secure Access enhancement. The Eagle Browser now displays either Network Access of Secure Access depending on the setting of option 1098 “Secure Access Enabled.” If the option is Yes then Secure Access displays, otherwise Network Access displays. In addition, Network Access and Secure Access can be launched from the Browser Launch Bar by entering either NA or SA. The correct program will be launched based on the setting of option 1098.

Note:  PCs running Windows 7 or 8 will have a new desktop shortcut for Secure Access automatically created when release 24.1 is installed, 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.  They will need to be removed manually.

§  For Multi-Store users, new option 558 “Default Store to All Stores when changing password in Ebrowser Signon” is available.  When set to Yes, the Change Password in Store field of the Ebrowser Signon screen will default to All stores when using the Change Password feature.  When the option is set to No, the Change Password in Store field will default to the lockin store.

New/Changed Security Bits

• 1062 “Ability to generate 'restricted use' UPCs in Maintain UPC Codes”
• 1063 "Delete end-of-day queues or a report within a queue”.  (L36 SE/TE advance will set to Yes if existing bit 80 is Yes.)
• 1064 “Delete scheduled report queues” (L36 SE/TE advance will set to Yes if existing bit 22 is Yes.)
• 1065 “Ability to access the Vendor Report Card tabs of MVR”
• 1066 “Ability to change fields on the Vendor Report Card tabs of MVR”
• 1069 “Allow changing Charge Allowed in Windows ROA” (L36 SE/TE advance will set to Yes if existing bit 306 is Yes.)
• 1081 – “Allow A/P invoice adjustments report” This bit controls the Post A/P Adjustment Report (RAAJ) in both Network Access and Windows.
• 1082 – “Access to A/P Void Checks (APPM)”This bit controls access to the APPM menu – “Void Posted Checks” in Network Access and Windows.
• 1083 – “Post A/P Void Checks” This bit controls access to the APPV menu in Network Access as well as running RPCM in Windows.
• 1084 – “Access Reset A/P Invoice File” This bit control access to APRI “Reset A/P Invoice File” only available in Network Access.
• 1085 – “Access to A/P Recurring Vouchers” This bit controls access to APRM (AP Recurring Vouchers) in both Network Access and Windows

• 1086 – “Ability to access Chat”
• 1087 – “Ability to maintain queries in the Eagle Analytics Query Selectors”
• 1088 – “Ability to edit fields on the Custom Fields tab of Customer Maintenance”
• 1089 – “Ability to create/edit/delete Eagle User Defined Tabs in Tab Maintenance”
• 1090 – “Ability to edit fields on the Custom Fields tab of Inventory Maintenance”
• 1091 – “Ability to edit fields on the Custom Fields tab of Vendor Maintenance”
• 1092 – “Ability to access Community”
• 1093 – “Ability to use Edit capability in New Record function”
• 1095 – “Ability to access and change the vendor’s ACH information”
• 1096 – “Ability to edit Compatibility Settings for a terminal”
• 1097 – “Ability to edit system Option values in Compatibility Settings”
• 1098 – “(MO) Allow recall and edit of order/so selected for Batch Invoicing”
• 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”
• 1105 – “View MVR Order Info tab”
• 1106 – “View MVR Accounts Payable tab”
• 1107 – “View MVR Contacts tab”
• 1108 – “Add/Change/Delete IMU Code labels and values”
• 1109 – “Add/Change/Delete MVR Code labels and values”
• 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, and 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 the new security bits 1105, 1106, and 1107 to Yes if bit 172 “Access Vendor Maintenance (MVR)” is set to Yes.