Transcript cms-nfg-NewFeaturesusersguide-v10

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New Features
Version 10
The newest features available in Cougar Mountain.
New Features in
Cougar Mountain Software
UGPDF160019 D4.110/26/05
Licensing Agreement and Warranty
At Cougar Mountain Software, Inc., we strive to produce high-quality software at reasonable prices. We can only do this, however, if our rights as developers are respected. Even though we provide exceptional software at low prices, we do not consent to
unlicensed use of our software.
The software is owned by Cougar Mountain Software or its suppliers and is protected by United State copyright laws that pertain
to computer software and international treaty provisions. A license is granted for software which is owned by Cougar Mountain
Software, while a sublicense is granted for software which is owned by a third party from whom Cougar Mountain Software has
acquired a license to market the software. Such third party retains all ownership rights in its software. Third party software may
only be used in combination with Cougar Mountain Software with which it is distributed. A licensed user may make as many
cop- ies of the diskettes/CDs as needed for his/her use on a single personal computer, or in the case of a multi-user version, a
single net- work server but may not make unlimited copies.
It is strictly prohibited to give copies to another person, or to duplicate the software by any other means, including electronic
trans- mission. The software contains trade secrets and in order to protect them you may not decompile, reverse engineer,
disassemble, or otherwise reduce the software to human-perceivable form. You may not modify, adapt, translate, rent, lease,
loan, resell for profit, or distribute the software or any part thereof.
Cougar Mountain Software warrants the original disks/CDs are free from defects in material and workmanship, assuming normal
use, for a period of ninety (90) days from date of purchase. If a defect occurs during this period, you may return your faulty disk/
CD to Cougar Mountain Software. Cougar Mountain Software will replace it free of charge.
Except for the express warranty of the original disks/CDs set forth above, Cougar Mountain Software grants no other warranties,
express or implied, by statute or otherwise, regarding the disks/CDs and related materials. Their fitness for any purpose, their
quality, their merchantability, or otherwise, the liability of Cougar Mountain Software under the warranty set forth above shall be
limited to the amount paid by the customer for the product. Cougar Mountain Software includes sample and shell company data.
In no way do we claim that this data will match your company structure completely. The shell templates contain sample company
account numbers and formats which should be modified to fit your specific business needs. In no event shall Cougar Mountain
Software be liable for any special, consequential, or other damages for breach of warranty. The Agreement shall be governed and
construed in accordance with the laws of the State of Idaho.
Recognized Trademarks. This manual makes reference to the following trademarks:
Microsoft, Windows, Windows 95,
Windows 98, Windows NT, Windows XP, and Windows 2000 are registered trademarks of Microsoft Corporation. Other brands
or products are the trademarks or registered trademarks of their respective holders and should be treated as such.
Copyright © 2000-2005 Cougar Mountain Software
All Rights Reserved
Printed in the United States of America
TABLEOFCONTENTS
New Features For Version 10.0 ...
New Feature Quick List...
Cougar Mountain Accounting ...
Cougar Mountain Point of Sale...
Cougar Mountain Point of Sale Back Office Accounting ...
Cougar Mountain FUND ...
Cougar Mountain FUND Suite ...
Cougar Mountain FUND Revenue Center ...
Cougar Mountain Payroll ...
Cougar Mountain Accounts Receivable ...
Cougar Mountain Job Cost ...
Main Menu Features ...
Copy Company Utility ...
Accounts Payable Features ...
Pay Multiple Invoices Easily with Quick Pay ...
Pay Vendors Via Credit Card ...
Transfer Funds Electronically with New Transfer Option ...
Accounts Receivable Features ...
Apply Unapplied Payments and Credits Easier ...
Accept Credit Card Payments from Customers...
Apply Customer Payments Electronically with New Transfer Option ...
Keep Credit Card Information More Secure ...
Inventory Features ...
Advanced Understock Report...
Job Cost Features...
Keep Credit Card Information More Secure ...
Order Entry Features ...
Enter Customer Orders Quickly with Customer Order Guide ...
Keep Credit Card Information More Secure ...
Point of Sale Features ...
Keep Credit Card Information More Secure ...
Index ...
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.25
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...31
Table of Contents
ii
Cougar Mountain New Features
NEW FEATURES FOR VERSION
10.0
With Version 10.0, Cougar Mountain Software introduces powerful new features, many of which
are the result of user suggestions and requests. For example, you can now pay AP Vendors with a
credit card and accept credit cards as payment in Accounts Receivable. These and other features
are designed to expand your abilities and power in the software and make it easier and faster for
you to accomplish your tasks.
Refer to the rest of this user’s guide for an in-depth introduction to the new features that apply to
the Cougar Mountain Software product(s) you have purchased.
New Feature Quick List
New Feature Quick List
Refer to the following lists to see what new features in Version 10.0 apply to the Cougar Mountain
Software package(s) you have purchased.
Cougar Mountain Accounting
If you purchased Cougar Mountain Accounting, you will see the following new features. For more
information on each new feature, see the corresponding page(s) or the online Help.
 Create a company copy to easily preserve historical data after closing the year (page 5)
 Keep credit card information more secure throughout the system (page 19 and page 26)
 Pay Accounts Payable Vendors via credit card (page 7)
 Pay multiple invoices easily with new Accounts Payable Quick Pay transaction option
(page 6)
 Transfer funds using new electronic funds transfer option in Accounts Payable (page 9) and
Accounts Receivable (page 18)
 Apply unapplied payment/credit transactions using new option in Accounts Receivable
(page 11)
 Accept credit cards for customer payments in Accounts Receivable (page 13)
 Analyze inventory with Advanced Understock Report (page 21)
 Filter your Order Entry stock item Lookup to include only those items that your customer
orders with the new Customer Order Guide (page 25)
Cougar Mountain Point of Sale
If you purchased Cougar Mountain Point of Sale, you will see the following new features. For more
information on each new feature, see the corresponding page(s) or the online Help.
 Create a company copy to easily preserve historical data after closing the year (page 5)
 Keep credit card information more secure throughout the system (page 28)  Analyze
inventory with Advanced Understock Report (page 21)
Cougar Mountain Point of Sale Back Office Accounting
If you purchased Cougar Mountain Point of Sale Back Office Accounting, you will see the following
new features. For more information on each new feature, see the corresponding page(s) or the online
Help.
 Create a company copy to easily preserve historical data after closing the year (page 5)
 Keep credit card information more secure throughout the system (page 28)  Pay
Accounts Payable Vendors via credit card (page 7)
New Features
2
New Feature Quick List
 Pay multiple invoices easily with new Accounts Payable Quick Pay transaction option
(page 6)
 Transfer funds using new electronic funds transfer option in Accounts Payable (page 9)
and Accounts Receivable (page 18)
 Apply unapplied payment/credit transactions using new option in Accounts Receivable
(page 11)
 Accept credit cards for customer payments in Accounts Receivable (page 13)
Cougar Mountain FUND
If you purchased Cougar Mountain FUND, you will see the following new feature. For more
information on this new feature, see the corresponding page(s) or the online Help.
 Create a copy of your organization to easily preserve historical data after closing the year
(page 5)
Cougar Mountain FUND Suite
If you purchased Cougar Mountain FUND Suite, you will see the following new features. For
more information on each new feature, see the corresponding page(s) or the online Help.
 Create a copy of your organization to easily preserve historical data after closing the year
(page 5)
 Pay Accounts Payable Vendors via credit card (page 7)
 Pay multiple invoices easily with new Accounts Payable Quick Pay transaction option
(page 6)
 Transfer funds using new electronic funds transfer option in Accounts Payable (page 9)
Cougar Mountain FUND Revenue Center
If you purchased Cougar Mountain FUND Revenue Center, you will see the following new
features. For more information on each new feature, see the corresponding page(s) or the online
Help.
 Keep credit card information more secure throughout the system (page 26)
 Transfer funds using new electronic funds transfer option in Accounts Receivable
(page 18)
 Apply unapplied payment/credit transactions using new option in Accounts Receivable
(page 11)
 Accept credit cards for customer payments in Accounts Receivable (page 13)
 Analyze inventory with Advanced Understock Report (page 21)
 Filter your Order Entry stock item Lookup to include only those items that your customer
orders with the new Customer Order Guide (page 25)
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New Feature Quick List
Cougar Mountain Payroll
 Create a company copy to easily preserve historical data after closing the year (page 5)
Cougar Mountain Accounts Receivable
If you purchased Cougar Mountain Accounts Receivable, you will see the following new features. For
more information on each new feature, see the corresponding page(s) or the online Help.
 Transfer funds using new electronic funds transfer option in Accounts Receivable (page 18)
 Keep credit card information more secure throughout the system (page 19)
 Apply unapplied payment/credit transactions using new option in Accounts Receivable
(page 11)
 Accept credit cards for customer payments in Accounts Receivable (page 13)
Cougar Mountain Job Cost
If you purchased Cougar Mountain Job Cost, you will see the following new feature. For more
information on this new feature, see the corresponding page(s) or the online Help.
 Keep credit card information more secure throughout the system (page 23)
New Features
4
Main Menu Features
Main Menu Features
The Main Menu module has been enhanced by the addition of a utility that allows you to easily
create a copy of your company in which to store historical data. This can save you time by
allowing you to purge years of history while still retaining the data for reference. Since you don’t
need to retain years of history in the Company/Organization Code you typically use, your
processing time will be shortened with less data for the system to search.
Copy Company Utility
Use the new Copy Company utility to copy all data files into a separate Company/Organization
Code. It is basically a mirror-image of your company or organization. One benefit of this utility is
that you can create a copy to test a new process without the risk of damaging data and possibly
having to restore from your backup.
"N
ote Copying your company or organization does not copy any images of stock items. This is so that
your stock item images will not be overwritten without your knowledge. If you need to copy stock
item images, you can do so in Windows® Explorer.
You can access this utility by selecting Start > All Programs > Cougar Mountain Software >
Copy Company Utility.
To learn more about this utility, refer to the “Working with Companies” or “Working
with Organizations” chapter of your core product user’s guide.
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Accounts Payable Features
Accounts Payable Features
Accounts Payable has been enhanced with several new features, including the ability to easily pay
vendors with a credit card and reflect that in Cougar Mountain. You can also pay multiple
invoices with one payment using the new Quick Pay feature, and use the new electronic funds
transfer option.
Pay Multiple Invoices Easily with Quick Pay
It is now easier than ever to pay multiple invoices with one payment. Select the invoices you want
to pay and they are automatically included in the detail grid for this payment.
For this new feature, a Quick Pay button has been added to the AP Adjust/Pay Bills window.
When you click the Quick Pay button in a payment transaction, the new AP Quick Pay - Open
Item Lookup window opens so you can see the open items for the selected vendor.
New Features
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Accounts Payable Features
Pay multiple invoices by clicking in the Pay column on the left side of the window. This places a
check mark by the corresponding open item and that item will then be included in the invoices
paid in the detail grid of the AP Adjust/Pay Bills window.
For complete information on using this feature to pay Accounts Payable invoices, see the
“Accounts Payable Pay Bills” section of your Accounting, Point of Sale Back Office, or FUND
Suite user’s guide.
Pay Vendors Via Credit Card
Now you can record a credit card payment and transfer a vendor liability to a credit card in
Cougar Mountain. The basics of this feature are outlined here; for more complete information on
paying invoices, refer to the “Accounts Payable Enter Bills” and/or “Accounts Payable Pay Bills”
sections of the Accounting, Point of Sale Back Office, or FUND Suite user’s guide.
To accommodate this feature, the AP Enter Bills window has been modified by the addition of a
Credit Card check box that you select if this payment will be made by credit card.
To support this new functionality, the AP Module Preferences window has also been updated
with a new Credit Card Vendors tab. You will use this tab to identify the credit card vendors you
will
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Accounts Payable Features
use to pay other vendors. This tab will show the Vendor Number, the Vendor Name, and the
total amount due to the vendor.
The Detailed and Condensed formats of the AP Enter Bills Edit Report, the AP Posting Invoice
Report, and the AP General Ledger Posting Audit Report have all been modified for this feature as
well, by including credit card reference and date information.
When adjusting and/or paying bills, you will also see some changes to the AP Adjust/Pay Bills
window for this feature. When you select Payment - Credit Card or Pymt Correction - Credit
Card from the Transaction Type drop-down list, you will now see that credit card information
has been added.
In addition to these transaction changes, the AP Aging, AP Total Debt, and AP History (History
and Payment to Invoice formats) reports have all been modified for this feature so that you can
New Features
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Accounts Payable Features
filter the report to show only credit card payments. For more information on paying vendors, see
the “Accounts Payable Pay Bills” section of your Accounting, Point of Sale Back Office, or FUND
Suite user’s guide.
Transfer Funds Electronically with New Transfer Option
While Cougar Mountain has offered electronic payment processing for years, there was only one
third-party software that was compatible. Now you can select from two different third-party
software providers when generating electronic fund transfer files.
Defining Your Transfer Settings
To accomodate this new functionality, a new EFT Settings button has been added to the General
tab of the AP Module Preferences window. Click this new button to open the Electronic Funds
Transfer Settings window, where you will specify the electronic file type and the default EFT
Account Code to use for transfers.
There are two file types to choose from: EFT Format 1 and EFT Format 2. The output file
generated with EFT Format 1 is in the same format that has been available for several years. EFT
Format 2 is a generic Automated Clearing House (ACH) output format and is new to Cougar
Mountain with Version 10. Contact your Account Representative at (800) 388-3038 for more
information about these options.
Vendor Information
The AP Vendors window has been updated so that if you select the I will be paying this vendor
electronically check box on the Remit To tab, the EFT Bank Account number will be required
when you save the information in the window.
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Accounts Payable Features
Entering Bills
The AP Enter Bills window has been updated so that if you selected EFT Format 2 for the File Type
in the Electronic Funds Transfer Settings window, or if you selected EFT Format 1 but Accounts
Payable is integrated to Bank Reconciliation, the EFT Account Code box will not appear as it has in
the past. This is because EFT Format 2 does not require the specification of an EFT Account Code,
regardless of your integration settings from Accounts Payable to Bank Reconciliation; this is only
required for EFT Format 1, and only if Accounts Payable is not integrated to Bank Reconciliation.
Adjusting and/or Paying Bills
The only change to the AP Adjust/Pay Bills window is that if you selected EFT Format 2 for the File
Type in the Electronic Funds Transfer Settings window, or if you selected EFT Format 1 but
Accounts Payable is integrated to Bank Reconciliation, the EFT Account Code box will not appear as
it has in the past. This is because EFT Format 2 does not require the specification of an EFT Account
Code, regardless of your integration settings from Accounts Payable to Bank Reconciliation; this is
only required for EFT Format 1, and only if Accounts Payable is not integrated to Bank
Reconciliation.
Generating the Electronic File
When you generate electronic Accounts Payable transactions, you will use the same AP Generate
Electronic Funds Transfer File window as before Version 10. However, the resulting text file will
be created based on the file type you chose in the Electronic Funds Transfer Settings window. This
is true whether generating the electronic file from the Enter Bills or Pay Bills menu.
If errors are discovered in the generated file, such as a missing bank account number, bank routing
number, or vendor name, an Error Report will be generated to indicate the problem(s). This allows
you to quickly remedy the problem and successfully regenerate the file.
New Features
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Accounts Receivable Features
Accounts Receivable Features
Accounts Receivable has been enhanced with several new features. You can apply previouslyunapplied customer payments and credits easier than before, and you can now accept credit card
payments. Process electronic customer payments with a new electronic funds transfer option, and
rest assured that their credit card information is more secure than ever.
Apply Unapplied Payments and Credits Easier
With the release of Version 10, applying unapplied payments and credits is easier than ever. You
can apply the unapplied payment or credit with a separate transaction as you could do in the past,
and you can now apply an unapplied payment or credit at the same time that you enter another
payment. Basic information on this new feature is provided here; for more complete information,
refer to the “Accounts Receivable Transactions” section of your Accounting, Point of Sale Back
Office, Accounts Receivable, or FUND Revenue Center user’s guide
When you enter a payment transaction (one that uses a Transaction Code beginning with 4), you
will see two new columns in the detail section of the AR Enter Payments/Adjustments window:
Adj to Apply and Adj Amount to Apply. In addition, to more accurately reflect their functions,
the Source Doc. column has been renamed to Reference to Pay, and the Amount column is now
called Check/Cash Amount.
When you enter an item in the Reference to Pay column you can use the Lookup in the Adj. to
Apply column to open the new AR Open Item Lookup window. Use this Lookup to see only the
unapplied payments and/or credits associated with this customer.
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To apply an unapplied credit or payment while making a payment, use the Lookup in the Adj to
Apply field to select the unapplied payment or credit to apply to the invoice in the Reference to Pay
field.
In this window, select the unapplied payment or credit to apply to the debit in the Reference to Pay
column. At that time, the amount in the Check/Cash Amount column will be reduced by the amount
of the item you applied. This can be summarized with the following equation:
Check/Cash Amount = Reference to Pay amount remaining - Discount Amount - Adj
Amount to Apply
- or Check/Cash Amount = Reference to Pay amount remaining - Discount Amount - Remaining
Amount (from transaction header)
The amount that is calculated in the Check/Cash Amount field is by default only, and you can reduce
it at any time by typing a lower number. Due to this new feature and functionality, the amount in the
Discount Amount field cannot exceed the amount remaining for the item in the Reference to Pay
field. As before, the sum of the amounts in the Check/Cash Amount fields from all detail lines
cannot exceed the amount entered in the transaction header.
To accommodate this new feature, the AR Transaction Edit Report has been enhanced, including
adding the new fields (Detailed format only) and adding a new field, Total Credits Applied with
Payment, to the Totals section of the report (in both the Detailed and Summary formats). The AR
Transaction Posting Audit Report has also been modified to include the description of the adjustment
that was applied, which will appear under the payment. Discounts will appear after any applied
adjustments.
For more information on entering Accounts Receivable transactions, see the “Accounts Receivable
Transactions” section of your Accounting, Point of Sale Back Office, Accounts Receivable, or FUND
Revenue Center user’s guide.
New Features
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Accounts Receivable Features
Accept Credit Card Payments from Customers
With the release of Version 10, you can now accept credit card payments directly in Accounts
Receivable from your customers! This will increase your customers’ satisfaction by enabling more
payment options, and make your transactions easier and more accurate by eliminating the errors
that can occur when you must enter credit card payments using double entries, which is how this
was accomplished before.
Basic information about this feature is included here. For complete instructions, refer to your
Accounting, Point of Sale Back Office, Accounts Receivable, or FUND Revenue Center user’s
guide.
In order to use this feature, you must have credit card authorization software (such as PCCharge
Pro) installed and operating on your system. For information on setting up credit card
authorization software, refer to the “Accounts Receivable Options” section of your user’s guide.
To accomodate this new feature, the AR Enter Payments/Adjustments window has been
modified by the addition of a new CC Payment check box, which you can use to specify that the
current payment will be made by credit card.
To enter a credit card payment, select the CC Payment check box. This check box is only
available if credit card payments are permitted based on your Module Preferences settings, and
then only for payment-type transactions, which begin with a 3 or 4.
A clerk will only be able to edit or void a credit card transaction if you have specified that the
clerk is permitted to do so, based on their security settings in the new AR Clerk Codes window,
which is also explained in this section. If the clerk is not permitted to edit or void the transaction, a
message will appear indicating that the clerk does not have the appropriate rights.
Once a credit card transaction has been authorized, it will be locked for editing, but may be
viewed. If an error is discovered, you must void and re-enter the transaction correctly.
To void a transaction that has been authorized but not posted, use the AR Enter Payments/
Adjustments window to retrieve the transaction and click Edit. Once you click Edit, the button
changes to read Void. Use this button to void the transaction.
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Accounts Receivable Features
Likewise, you are not permitted to clear a batch that contains one or more authorized credit card
transactions.
If you have your credit card authorization set to On Line Authorization - Batch in Module
Preferences, then after you enter the credit card transactions, authorize them using the new
Authorize Credit Cards option on the Accounts Receivable Transaction menu. You can
authorize transactions for a single batch or a range of batches. If your credit card authorization is
set to On Line Authorization - Immediate, then the credit card authorization window will appear
immediately when you save a credit card transaction.
The AR Transaction Edit Report has also been modified to include credit card transaction
information, although for security purposes, the last four digits of the card number will appear on
the report, but the rest of the number will appear as dots.
To support this functionality, the AR Module Preferences window has been modified by the
addition of several new fields, and the rearranging of some of the existing fields. This includes
moving the integration information to a new Integration tab, however, the functionality of the
integration options has not changed.
New Features
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Accounts Receivable Features
The following new fields have been added to the General tab of the AR Module Preferences
window:
 Allow Credit Card Payments
 Default AR Clerk
 Default Credit Card Reader 
CC Verification Software Path 
CC Verification Software 
Credit Card Authorization
 Auto-fill CC Card # from AR master file
 Use CC Address Verification
 Allow Blank Address
A new AR Clerk Codes window has also been added, so you can specify credit card security
options for the clerks who will be entering Accounts Receivable transactions.
For each AR Clerk, you can specify whether that clerk is permitted to edit and/or void a saved
credit card transaction. This lets you be in control of the security of your system, by ensuring that
you can allow only your most trusted clerks to view and manipulate sensitive information.
As with other codes in Cougar Mountain, you can print a report of all or a range of your AR
Clerks by selecting the Print button in the AR Clerk Codes window. This report will show you
each clerk’s code and description, and whether they are permitted to edit and/or void an Accounts
Receivable credit card transaction.
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Because of the security settings involved, the window used to assign rights to users in Cougar
Mountain has also been modified for this feature.
When you assign rights for the users that will be entering information in Cougar Mountain, you
can now specify which user(s) will be permitted to access the AR Clerk Codes, AR Credit Card
Codes, and AR Device Codes - Credit Card Readers Only windows. If you are converting from
a previous Cougar Mountain version, users will not be permitted to access these areas unless you
update their rights allowing them to do so.
Since you can generate Accounts Receivable transactions from Recurring templates, the AR
Recurring Codes window has also been modified for this feature.
A new CC Payment check box, which will only be visible for payment-type Recurring Codes,
has been added to this window. This allows you to specify that this Recurring Code will be paid
by credit card. The Recurring Code Report has also been updated to include this information.
New Features
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Accounts Receivable Features
To support the acceptance of credit cards in Accounts Receivable, a new AR Credit Card Codes
window has been added.
As with other codes in Cougar Mountain, you can print a report of the AR Credit Card Codes by
selecting the Print button in this window.
A new AR Device Codes - Credit Card Readers Only window has also been added to Accounts
Receivable for this feature.
You will use this window to create devices for any credit card readers that you use for Accounts
Receivable.
For complete instructions on accepting credit card payments from customers, refer to the
“Accounts Receivable Customers” section of your Accounting, Point of Sale Back Office,
Accounts Receivable, or FUND Revenue Center user’s guide.
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Accounts Receivable Features
Apply Customer
Transfer Option
Payments
Electronically
with
New
To accomodate this new functionality, a new EFT Settings button has been added to the
Integration tab of the AR Module Preferences window (which was added to accomodate the
new credit card features). Click this new button to open the Electronic Funds Transfer Settings
window, where you will specify the electronic file type and the default EFT Account Code to use
for transfers. You need to specify this information before you can accept customer payments
electronically.
There are two file types to choose from: EFT Format 1 and EFT Format 2. Choose EFT Format 1
to use the format that was available prior to Version 10, and select EFT Format 2 to use the new
service.
Customer Information
The AR Customers window has been updated so that the EFT Bank Account number on the EFT
Info tab will be required when you save the information in the window. Also, if you selected EFT
Format 2 in the Electronic Funds Transfer Settings window, neither the EFT Account Code nor
the Bank Account Description are required in this window; these are only required if you selected
EFT Format 1.
Entering Customer Transactions
The AR Enter Payments/Adjustments window has been updated so that if you selected EFT
Format 2 for the File Type in the Electronic Funds Transfer Settings window, the EFT
Account Code box will not appear as it has in the past. This is because EFT Format 2 does not
require the specification of an EFT Account Code, regardless of your integration settings from
Accounts Receivable to Bank Reconciliation; this is only required for EFT Format 1.
New Features
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Accounts Receivable Features
Generating the Electronic File
When you generate electronic Accounts Receivable transactions, you will use the same AR
Generate Electronic Funds Transfer File window as before Version 10. However, the resulting
text file will be created based on the file type you chose in the Electronic Funds Transfer
Settings window.
If errors are discovered in the generated file, such as a missing bank account number, bank routing
number, or customer name, an error report will be generated to indicate the problem(s). This way
you can quickly remedy the problem and successfully regenerate the file.
Keep Credit Card Information More Secure
To afford you the highest level of system security, Cougar Mountain based new security updates
on the USA Cardholder Information Security Program (CISP) guidelines for credit card security
developed in a collaboration between Visa® and MasterCard™. To comply with the CISP,
merchants and service providers must adhere to the Payment Card Industry (PCI) Data Security
Standard, which offers a single approach to safeguarding sensitive data for all card brands. This
standard is the result of collaboration between Visa and MasterCard, and has also been endorsed
by other card companies operating in the United States.
The Federal Trade Commission reports that experts estimate that the annual cost of credit card
fraud—to card companies and consumers—exceeds $2 billion. We at Cougar Mountain strive to
protect sensitive cardholder information from security fraud in an attempt to save you money and
safeguard your and your customers’ sensitive information.
This section includes a brief outline of these Best Practices requirements for software payment
applications, and how Cougar Mountain has addressed them for this new version. This information
has been incorporated into your Accounting, Point of Sale Back Office, Accounts Receivable, or
FUND Revenue Center user’s guide.
Does Not Retain Full Magnetic Stripe or CVV2 Data
Cougar Mountain retains the magnetic stripe information from the back of the credit card for
authorization and this information is protected by 256-bit encryption. This information is required
for card authorization and allows you to receive a better rate when credit cards are swiped.
Subsequent to authorization this information must be deleted and this will not affect your rate. The
account number, expiration date, and name may be extracted and retained.
Cougar Mountain does not retain the credit card validation information (the three-digit or fourdigit card validation code printed on the signature panel).
Cougar Mountain does not store the PIN Verification Value (PVV data).
Protect Stored Data
Encryption is the ultimate protection mechanism, because even if someone were to break through
all other protection methods and gain access to encrypted data, they would not be able to read the
data without further breaking the encryption code.
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Cougar Mountain Software
Accounts Receivable Features
Cougar Mountain has implemented a more advanced encryption feature with Version 10. This new
encryption method incorporates many features to ensure its security.
 In the AR Transaction Edit Report, only the last four characters of a credit card number will
be displayed. The rest of the number will be shown as asterisks (*).
 In the files that store Accounts Receivable credit card information, the credit card numbers are
encrypted.
In Point of Sale, an option on the General tab of the PS Module Preferences window has been
changed. You no longer have the option to print the entire credit card number or print the first four
characters. The only option is to print the last four characters.
Provide Secure Password Features
Cougar Mountain has maintained strong, encrypted password security for years. To increase the
security of the password features, all passwords are now encrypted using the new 256-bit encryption
methods recommended by the CISP standards. Also, passwords are now protected so they cannot be
deleted from the database. This means that if you should forget your password, an authorized user can
now use the new Reset Password option to reset it; you no longer need a Cougar Mountain Customer
Support Specialist to delete it for you.
We recommend you set a unique password for each user, and that you instruct all users to change
their passwords during their first use of the software. A good password should:
 include both upper- and lower-case letters
 include both numbers and letters
 include a symbol
 be at least 7 characters long
The minimum length for a Cougar Mountain password is now seven characters. If you are converting
from a prior version and your previous password was less than seven characters, it will be imported as
is, but when you change the password, the new password must be at least seven characters long.
You now have the option to prompt users to change their passwords every 90 days. When a user
changes their password, they will not be permitted to submit a new password that is the same as any
of their last four passwords.
You are now limited to six attempts to access Cougar Mountain Software. After six unsuccessful
attempts, that User ID will be locked out, and a message will appear indicating that they have made
too many failed attempts to access the software. They are then directed to contact their system
administrator for assistance. This lock-out will last for 30 minutes or until the system administrator
enables the affected User ID.
New Features
20
Inventory Features
Inventory Features
It is now easier than ever to accurately track the movement of your inventory, thanks to the
Advanced Understock Report.
Advanced Understock Report
When you select the Inventory Understock Report, you can now run an advanced report that will
show you not only which items are stocked at quantities below your desired minimums, but you
can also see how many have recently sold. Select the Advanced Understock report type to
monitor what stock items you need to replenish, along with the total sold of each item over the last
15-, 30-, and 60-day increments. This report also provides information on the last three purchase
orders including their average lead time to delivery.
21
Cougar Mountain Software
Inventory Features
When you select Advanced Understock from the Report Type drop-down list, the report will look
something like this:
To learn more about this report, refer to the “Inventory Reports” chapter of your Accounting, Point of
Sale, or FUND Revenue Center user’s guide.
New Features
22
Job Cost Features
Job Cost Features
Job Cost has been enhanced by increasing credit card security, which helps protect you and your
customers against credit card fraud.
Keep Credit Card Information More Secure
To afford you the highest level of system security, Cougar Mountain based new security updates
on the USA Cardholder Information Security Program (CISP) guidelines for credit card security
developed in a collaboration between Visa® and MasterCard™. To comply with the CISP,
merchants and service providers must adhere to the Payment Card Industry (PCI) Data Security
Standard, which offers a single approach to safeguarding sensitive data for all card brands. This
standard is the result of collaboration between Visa and MasterCard, and has also been endorsed
by other card companies operating in the United States.
The Federal Trade Commission reports that experts estimate that the annual cost of credit card
fraud—to card companies and consumers—exceeds $2 billion. We at Cougar Mountain strive to
protect sensitive cardholder information from security fraud in an attempt to save you money and
safeguard your and your customers’ sensitive information.
This section includes a brief outline of these Best Practices requirements for software payment
applications, and how Cougar Mountain has addressed them for this new version. This information
has been incorporated into your Accounting, Point of Sale Back Office, Accounts Receivable, or
FUND Revenue Center user’s guide.
Does Not Retain Full Magnetic Stripe or CVV2 Data
Cougar Mountain retains the magnetic stripe information from the back of the credit card for
authorization and this information is protected by 256-bit encryption. This information is required
for card authorization and allows you to receive a better rate when credit cards are swiped.
Subsequent to authorization this information must be deleted and this will not affect your rate. The
account number, expiration date, and name may be extracted and retained.
Cougar Mountain does not retain the credit card validation information (the three-digit or fourdigit card validation code printed on the signature panel).
Cougar Mountain does not store the PIN Verification Value (PVV data).
Protect Stored Data
Encryption is the ultimate protection mechanism, because even if someone were to break through
all other protection methods and gain access to encrypted data, they would not be able to read the
data without further breaking the encryption code.
Cougar Mountain has implemented a more advanced encryption feature with Version 10. This
new encryption method incorporates many features to ensure its security.
 In the AR Transaction Edit Report, only the last four characters of a credit card number
will be displayed. The rest of the number will be shown as asterisks (*).
 In the files that store Accounts Receivable credit card information, the credit card numbers
are encrypted.
23
Cougar Mountain Software
Job Cost Features
In Point of Sale, an option on the General tab of the PS Module Preferences window has been
changed. You no longer have the option to print the entire credit card number or print the first four
characters. The only option is to print the last four characters.
Provide Secure Password Features
Cougar Mountain has maintained strong, encrypted password security for years. To increase the
security of the password features, all passwords are now encrypted using the new 256-bit encryption
methods recommended by the CISP standards. Also, passwords are now protected so they cannot be
deleted from the database. This means that if you should forget your password, an authorized user can
now use the new Reset Password option to reset it; you no longer need a Cougar Mountain Customer
Support Specialist to delete it for you.
We recommend you set a unique password for each user, and that you instruct all users to change
their passwords during their first use of the software. A good password should:
 include both upper- and lower-case letters
 include both numbers and letters
 include a symbol
 be at least 7 characters long
The minimum length for a Cougar Mountain password is now seven characters. If you are converting
from a prior version and your previous password was less than seven characters, zeros are added to
the front of the password until it reaches seven characters.
You now have the option to prompt users to change their passwords every 90 days. When a user
changes their password, they will not be permitted to submit a new password that is the same as any
of their last four passwords.
You are now limited to six attempts to access Cougar Mountain Software. After six unsuccessful
attempts, that User ID will be locked out, and a message will appear indicating that they have made
too many failed attempts to access the software. They are then directed to contact their system
administrator for assistance. This lock-out will last for 30 minutes or until the system administrator
enables the affected User ID.
New Features
24
Order Entry Features
Order Entry Features
With several new enhancements, entering orders and reporting on sales in Order Entry is going to
be easier and faster than ever before. The following new features apply to the Order Entry module.
The new features in Version 10 allow you to help customers know which products they purchased
before by using the new Order Guide, and keep customers’ credit card information more secure.
This saves you time and money, and helps you provide the superior services your customers expect
and deserve.
Enter Customer Orders Quickly with Customer Order Guide
Use the Customer Order Guide to set up specific items associated with specific customers, and to
allow these customers to reorder the same items time after time if they choose. This makes
entering orders for this customer especially easy, because rather than looking through all the items
in your inventory, you need only look through the items in this customer’s Order Guide. You can
even print a list for the customer for their reference, or to use as an order form they can use again
and again.
The system can use the customer’s purchasing history to automatically create this list when you
select the Run Utility button. You can also enter the items yourself; this method is particularly
helpful if the customer has not ordered the items yet, but has notified you of a list of items for
recurring purchases.
First, set up the customer’s Order Guide by including the items this customer might purchase in
the OE Customer Order Guide window.
25
Cougar Mountain Software
Order Entry Features
Then when the customer places an order, use the special Order Guide Lookup button in the item
Lookup to show only those items that are in this customer’s Order Guide. This button will appear for
all customers, but the Lookup will only contain items for customers that have Order Guides set up.
For complete steps on entering orders, refer to “Enter Orders” chapter of your Accounting or FUND
Revenue Center user’s guide.
Keep Credit Card Information More Secure
To afford you the highest level of system security, Cougar Mountain based new security features on
the USA Cardholder Information Security Program (CISP) guidelines for credit card security
developed in a collaboration between Visa® and MasterCard™. To comply with the CISP, merchants
and service providers must adhere to the Payment Card Industry (PCI) Data Security Standard, which
offers a single approach to safeguarding sensitive data for all card brands. This standard is the result
of collaboration between Visa and MasterCard, and has also been endorsed by other card companies
operating in the United States.
The Federal Trade Commission reports that experts estimate that the annual cost of credit card fraud—
to card companies and consumers—exceeds $2 billion. We at Cougar Mountain strive to protect
sensitive cardholder information from security fraud in an attempt to save you money and safeguard
you and your customers’ sensitive information.
This section includes a brief outline of these Best Practice requirements for software payment
applications, and how Cougar Mountain has addressed them for this new version. For complete
instructions on processing credit card transactions, refer to your Accounting, Point of Sale Back
Office, Accounts Receivable, or FUND Revenue Center user’s guide.
Does Not Retain Full Magnetic Stripe or CVV2 Data
Cougar Mountain retains the magnetic stripe information from the back of the credit card for
authorization and this information is protected by 256-bit encryption. This information is required for
card authorization and allows you to receive a better rate when credit cards are swiped. Subsequent to
authorization this information must be deleted and this will not affect your rate. The account number,
expiration date, and name may be extracted and retained.
New Features
26
Order Entry Features
Cougar Mountain does not retain the credit card validation information (the three-digit or fourdigit card validation code printed on the signature panel).
Cougar Mountain does not store the PIN Verification Value (PVV data).
Protect Stored Data
Encryption is the ultimate protection mechanism, because even if someone were to break through
all other protection methods and gain access to encrypted data, they would not be able to read the
data without further breaking the encryption code.
Cougar Mountain has implemented a more advanced encryption feature with Version 10. This
new encryption method incorporates many features to ensure its security.
 In the AR Transaction Edit Report, only the last four characters of a credit card number
will be displayed. The rest of the number will be shown as asterisks (*).
 In the files that store Accounts Receivable credit card information, the credit card numbers
are encrypted.
In Point of Sale, an option on the General tab of the PS Module Preferences window has been
changed. You no longer have the option to print the entire credit card number or print the first four
characters. The only option is to print the last four characters.
Provide Secure Password Features
Cougar Mountain has maintained strong, encrypted password security for years. To increase the
security of the password features, all passwords are now encrypted using the new 256-bit
encryption methods recommended by the CISP standards. Also, passwords are now protected so
they cannot be deleted from the database. This means that if you should forget your password, an
authorized user can now use the new Reset Password option to reset it; you no longer need a
Cougar Mountain Customer Support Specialist to delete it for you.
We recommend you set a unique password for each user, and that you instruct all users to change
their passwords during their first use of the software. A good password should:
 include both upper- and lower-case letters
 include both numbers and letters
 include a symbol
 be at least 7 characters long
The minimum length for a Cougar Mountain password is now seven characters. If you are
converting from a prior version and your previous password was less than seven characters, zeros
are added to the front of the password until it reaches seven characters.
You now have the option to prompt users to change their passwords every 90 days. When a user
changes their password, they will not be permitted to submit a new password that is the same as
any of their last four passwords.
You are now limited to six attempts to access Cougar Mountain Software. After six unsuccessful
attempts, that User ID will be locked out, and a message will appear indicating that they have
made too many failed attempts to access the software. They are then directed to contact their
system administrator for assistance. This lock-out will last for 30 minutes or until the system
administrator enables the affected User ID.
27
Cougar Mountain Software
Point of Sale Features
Point of Sale Features
With several new enhancements, entering and retrieving information in Point of Sale is going to be
easier and faster than ever before, and with added security. The new features in Version 10 allow you
to keep your customers’ credit card information more secure, saving time and money.
Keep Credit Card Information More Secure
To afford you the highest level of system security, Cougar Mountain based new security updates on
the USA Cardholder Information Security Program (CISP) for credit card security developed in a
collaboration between Visa® and MasterCard™. To comply with the CISP, merchants and service
providers must adhere to the Payment Card Industry (PCI) Data Security Standard, which offers a
single approach to safeguarding sensitive data for all card brands. This standard is the result of
collaboration between Visa and MasterCard, and has also been endorsed by other card companies
operating in the United States.
The Federal Trade Commission reports that experts estimate that the annual cost of credit card fraud—
to card companies and consumers—exceeds $2 billion. We at Cougar Mountain strive to protect
sensitive cardholder information from security fraud in an attempt to save you money and safeguard
your and your customers’ sensitive information.
This section includes a brief outline of these Best Practice requirements for software payment
applications, and how Cougar Mountain has addressed them for this new version. For complete
instructions on processing credit card transactions, refer to your Point of Sale user’s guide.
Does Not Retain Full Magnetic Stripe or CVV2 Data
Cougar Mountain retains the magnetic stripe information from the back of the credit card for
authorization and this information is protected by 256-bit encryption. This information is required for
card authorization and allows you to receive a better rate when credit cards are swiped. Subsequent to
authorization this information must be deleted and this will not affect your rate. The account number,
expiration date, and name may be extracted and retained.
Cougar Mountain does not retain the credit card validation information (the three-digit or four-digit
card validation code printed on the signature panel).
Cougar Mountain does not store the PIN Verification Value (PVV data).
Protect Stored Data
Encryption is the ultimate protection mechanism, because even if someone were to break through all
other protection methods and gain access to encrypted data, they would not be able to read the data
without further breaking the encryption code.
Cougar Mountain has implemented a more advanced encryption feature with Version 10. This new
encryption method incorporates many features to ensure its security.
 In the AR Transaction Edit Report, only the last four characters of a credit card number will
be displayed. The rest of the number will be shown as asterisks (*).
 In the files that store Accounts Receivable credit card information, the credit card numbers are
encrypted.
New Features
28
Point of Sale Features
In Point of Sale, an option on the General tab of the PS Module Preferences window has been
changed. You no longer have the option to print the entire credit card number or print the first four
characters. The only option is to print the last four characters.
Provide Secure Password Features
Cougar Mountain has maintained strong, encrypted password security for years. To increase the
security of the password features, all passwords are now encrypted using the new 256-bit
encryption methods recommended by the CISP standards. Also, passwords are now protected so
they cannot be deleted from the database. This means that if you should forget your password, an
authorized user can now use the new Reset Password option to reset it; you no longer need a
Cougar Mountain Customer Support Specialist to delete it for you.
We recommend you set a unique password for each user, and that you instruct all users to change
their passwords during their first use of the software. A good password should:
 include both upper- and lower-case letters
 include both numbers and letters
 include a symbol
 be at least 7 characters long
"N
ote The minimum length for a Cougar Mountain password is now seven characters. If you are
converting from a prior version and your previous password was less than seven characters, zeros
are added to the front of the password until it reaches seven characters.
You now have the option to prompt users to change their passwords every 90 days. When a user
changes their password, they will not be permitted to submit a new password that is the same as
any of their last four passwords.
You are now limited to six attempts to access Cougar Mountain Software. After six unsuccessful
attempts, that User ID will be locked out, and a message will appear indicating that they have
made too many failed attempts to access the software. They are then directed to contact their
system administrator for assistance. This lock-out will last for 30 minutes or until the system
administrator enables the affected User ID.
29
Cougar Mountain Software
Point of Sale Features
New Features
30
I
N
D
E
X
INDEX
A
O
accept credit card payments 13
accounts payable
pay vendors with credit card 7
quick pay 6
accounts receivable
accept credit card payments 13
apply unapplied payments and credits 11
keep credit card information more secure 19,
new eft option 18
apply unapplied payments and credits 11
order entry
keep credit card information more secure
order guide
using in order entry 25
C
company
copy 5
copy company utility 5
customer order guide
using in order entry
P
23
pay vendors with credit card 7
payments and credits
apply unapplied 11
point of sale
keep credit card information more secure
Q
quick pay
utilities
copy company
E
enhanced credit card security
accounts receivable 19, 23
K
keep credit card information more secure
accounts receivable 19, 23
order entry 26, 28
N
new eft option
accounts receivable 18 new
feature quick list 2
accounting 2
accounts receivable 4
payroll 4
point of sale 2
point of sale back office accounting
new features
accounts payable 6
accounts receivable 11
inventory 21
order entry 25
point of sale 28
6
U
25
2
26
5
28
Index
32
Cougar Mountain Software
Cougar Mountain Software
7180 Potomac Drive • Boise, ID 83704
Sales: (800) 388-3038
Customer Support: (800) 390-7053
Forms & Supplies: (800) 454-1660
www.cougarmtn.com
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