CMS Version 3.2 release notes

Welcome to the 3.2 release of CMS! In this document you'll learn about the changes implemented between version 3.0 and 3.2. Details on the 3.2 features and fixes can be found below. For those of you that have been working with us on 3.1, version 3.2 includes all of the 3.1 features but also includes the 2006 shipping rate/zip/zone changes. In this release we spent a great deal of time improving the foundation of CMS; fixing bugs, flow and speed. Some areas of focus have been future ship and multiple ship-to orders, order imports and fulfillment.

CMS 3.0 release notes can be found further down the document, for those updating from version 2.x. (Note that 3.0 has its own list of important changes to review before using and should also be read if you are updating from version 2.)

CMS Version 3.2 New Features List:

  1. New charge processing option in beta - Authorize.net
  2. Track packages from within CMS
  3. CMS is CISP compliant, make sure you are too
  4. CVV2 is back
  5. New fields for product's web description and text
  6. Field length increases
  7. New default settings added
  8. Fulfillment manager now faster
  9. Shipping rates/zones updated as part of install now
  10. Endicia faster
  11. Ad Code reporting
  12. Batch creation screen improved
  13. eCMS Product uploads enhanced
  14. Alternate ID field added to Contact Manager
  15. Email field added to Worldship 7 integration
  16. Shipping formula table has been increased in size to 20 levels
  17. Order # and Reference Order ID# have been added to the UPS Worldship integration
  18. Smarter emailed shipment confirmations
  19. ePay now supports level 2 processing for corporate/business cards
  20. eCMS uploads now include order status/tracking number
  21. Saturday shipping methods added for UPS and FedEx
  22. Improved logic with how shipping charges are calculated for fulfillment invoices
  23. Shipping and insurance charges will now remain 'locked' for all types of orders and will not change during an order edit. You can of course still manually override them.
  24. Report enhancements
  25. Smarter order imports
  26. 2006 shipping rates for USPS, FedEx and UPS

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3.2 ENHANCEMENT DETAILS

  1. We have added another alternative to PCCharge for your charge processing called Authorize.net. Authorize.net, like PCCharge, will work with the merchant account you already have but is an Internet based solution instead of a local application. With ePay we have experienced how fast and troublefree charge processing can be and Authorize.net is another great such addition. We will be testing Authorize.net in the coming months. If you are interested in working with us on testing please contact NHS Technical Support and we will advise you of the availability and how to proceed.

  2. When viewing an invoice with tracking numbers, you can now track those packages from within CMS. Go into Edit mode and then to the Shipping screen. Control-click on the tracking number and CMS will pop up your browser and go right to the carrier's tracking page. For your UPS or FedEx packages CMS will also automatically input the tracking number for you and show the results. For USPS and DHL we will still bring up their tracking page but you willl have to copy the number from CMS and paste it into the tracking field on the tracking page of the carrier's site.

  3. Much has been published lately about CISP requirements to satisfy Visa's regulations for data security. There is responsibility on you (the merchant,) CMS for storing charge data; your processor and the charge processing software. In essence, any entity who has access to customer credit card information. You have likely been contacted already warning you that compliance is necessary with the threat of severe fines for non-compliance. More details can be found here:

    http://usa.visa.com/business/accepting_visa/ops_risk_management/cisp_merchants.html

    We have investigated this issue thoroughly and found CMS has been in compliance with one exception which has been fixed in this release. You must also go into Admin>Database Maintenance>Encryption and click 'Yes, encrypt credit card info'. Doing so addresses section 3 & 4 of the PCI Data Security Standard.

  4. The ruling on CVV2 numbers (the security number printed on the back of the card) has been loosened to address MOTO (mail order telephone order) needs and we are now allowed to store the CVV2 number until the card is processed. Previously we were not allowed to store it at all. CMS now will store the CVV2 until the card is processed and then delete it. We have added CVV2 back to our XML spec to allow for importing from websites and call centers.

  5. You will see a new tab in the Product screen where we have added fields for web description and text. This allows you to maintain separate information for catalog vs. web. After updating, the first time you run a product upload CMS will check to see if your web description/text is filled in. If so, it will upload it, replacing the description/text on the eCMS site now. If it is not filled in, it will pull the description/text from the site to they are in synch. If there is no description/text on the site, CMS will copy the catalog description/text to the web description/text fields and then upload that data.

  6. The check number field has been increased to 30 characters.
    The product description field lengthened to 100 characters.
    First and Last name fields have been increased to 50 characters. 'William Bob & Willamena Jo' will now all fit in the first name field, for example.

  7. Default settings added for 'saving new recipients as customers' and 'bill delayed items now' checkboxes. Both of these options can be found in Setup>Order Entry>Order Entry Options.


  8. Code has been added to improve the speed of refresh in the Fulfillment Manager and it will also remember where you left off instead of jumping back to the beginning of the list.

  9. Shipping/rates and zones will now be rebuilt as part of your installation/update process. It no longer requires the first user who logs into order entry to do it.

  10. Added an option so Endicia will not have to close after processing a USPS label which allows for faster processing.

  11. Some ad reports have been hooked up in Admin>Advertising>Products and Ad Codes. The reports for a selected product or ad now have results.

  12. If you are using the Batch screen for fulfillment form printing you will find it acts much more like the fulfillment form screen in terms of what it filters out, making it much easier to reconcile between the creation of a batch and what prints. (now the same)

  13. We have continued to refine the product data upload features for eCMS. Inventory levels will now transfer as part of your product data upload. The Next Delivery Date is also uploaded to your customer can see when you expect an out of stock item to be available again (based on expected delivery dates of open PO's generated from within CMS.)

  14. In the Customer>Profiles screen you will now find a new field for Alternate_ID. This field you can use like an alternate customer number and you use it to look up customers in order entry or the customer sections.

  15. A new CMSPackages.dat mapping file has been included in the install to handle the mapping of the email field that Worldship introduced in their version 7 release. If you are having troubles with the email field not properly populating in Worldship please contact support here for assistance with this fix.

  16. The table used by shipping formulas to establish the shipping amount to be charged to customer's orders of particular dollar amounts (Setup>Shipping>Shipping and Handling>Spending Table) has been increased from 10 'slots' to 20 allow for much deeper ranges of spending to S&H charge associations.

  17. We have added the Order # (stripped of the package number e.g. -1-1) and also the Reference Order ID (the order number imported into CMS from your website or call center) to the field which UPS Worldship can read (map to.) This will allow you to print either number on your shipping label. Please contact us if you'd like to use these fields with one of our other shipping integrations (FedEx, DHL, USPS, etc.)

  18. To date CMS has used the Ship-To email address to pass through our shipping integrations for sending out email confirmations from the corresponding carrier's software. This has been troublesome for operators to fill in this shipping email address and, upon further review, we've decided that we've made it unnecessarily difficult. We have just changed this so it now uses the purchasing customer's email address so the buyer is notified instead of the recipient.

  19. ePay, one of the charge processing integrations in CMS, has recently released a new spec that allows for level 2 processing for business/corporate cards. To take advantage of the savings gained by getting these types of cards to qualify, you must check the Corporate checkbox found next to the CVC number when entering charge data. This box needs only be checked for corporate or business cards. If it is a purchase card, you may also fill in the customer code in the field next to the Corporate checkbox. This is not required for business/corporate cards.
  20. eCMS uploads have been enhanced to include package shipped date and tracking number. This will soon be available for your returning customers so they can check on the status of orders they have placed through your eCMS web store.

  21. Additional shipping methods have been added for UPS and FedEx to accommodate their Saturday options. Selecting these methods will pass the corresponding flag to the carrier's software so they know it is for Saturday delivery.

  22. We've often been questioned how CMS determines the shipping charge for orders with delayed items, back ordered or future shipped. CMS used to use your formula to determine the order's shipping charge and then take a percentage of that total for each invoice fulfilled. CMS will now calculate the shipping charge for each fulfillment invoice using your shipping charge formula, deducting from the order's total shipping charge until it has been fully paid. You also now have a new option to charge the order's entire shipping charge on the first shipment.

  23. CMS had been automatically recalculating shipping and insurance charges for proforma and temp save orders when they were retrieved. We've locked these charges down so once saved, the charges will remain unless the operator changes them. There was also a situation with normal orders where insurance charges would recalculate on edit which is also addressed by this enhancement.

  24. The reports Product Sales by Volume, Gross Demand by Volume, Invoice Summary with Revenue Accounts, and Product Sales by Customer have all been improved. Many new reports are also now in beta testing including a new easier to use tax report, lot reports for better size handling, assorted 'shipped only' reports, a gift recipient report, and a new order summary report.

  25. When verifying imported orders, if some items were found to be on back order CMS forced a 'bill delayed' selection to ensure the imported payment amount would match the order total. CMS will now recognize when a charge payment is being used, not set it as bill-delayed, and reduce the payment to match the invoice-1 total. If the imported payment was already captured, CMS will leave it as bill-delayed and not adjust the payment amount.

    The logic used for matching up an imported order to an existing customer has been improved so there is a better chance CMS will find the right match. We've also improved the recognition between buyer and recipient so CMS can better tell when an order should be a gift order and when it should be just an order with a different shipping address for the buyer.

    CMS can now also properly handle the importing of orders with items scheduled to ship in the future.
  26. The new rates have been added for UPS and FedEx which go into effect January 2nd, 2006 and the USPS rates which go into effect on January 8th, 2006. These changes not only include the new rates but also the updated accessorial charges for residential, remote area, etc.

    The list of zip codes that UPS and FedEx consider remote (different lists) have been updated.

    The USPS city/county/state/zip data CMS uses to auto-fill the city/county/state fields when you enter a zip code has been updated. There have been thousands of changes to this since our 3.0 release.

    The fuel surcharge used by UPS, FedEx and DHL has been split so the surcharge for ground services is different than the surcharge for air services. We have added this in for UPS and FedEx and you can set these in Setup>Shipping>Shipping Choices and then clicking UPS or FedEx in the left tree view.

    Note: The rates in CMS are for your information only and/or may be used in calculating the shipping and handling fee you charge to your customers. The actual fees you are charged for shipping a package are determined by the carrier's software (UPS Worldship, FedEx Ship Manager, DHL Easy Ship, Endicia's DazZle, etc.) As such, if you elect to delay the installation of 3.2 past January 2nd, 2006, you will still be in compliance with the carriers. The only exception to this is if you are using the USPS manifesting (instead of Endicia) built into CMS in which case you will need this update installed by 1/8/2006.

Scroll down to see the list of bug fixes in 3.2.


CMS Version 3.0 release notes


READ BEFORE USING 3.0

Report Menu Removed
We have removed default access to the reports menu for all employees. After installing 3.0, someone without access will have a main menu without the ‘Reports’ option as seen here:

You will need to go into Setup>Company>Employees and grant permission (checking the box) for each operator that you want to have access to Reports (General) menu:

After checking the Reports (General) box, the next time that employee logs into CMS, they will see the Reports option added back to the menu:

Product Sales by Volume report now 'shipped-only'

We have begun some reorganization of the reports menu. One of our current tasks is to change all of the reports in the Reports>Sales menu, where you will find the Product Sales by Volume (PSV) report, so they are for 'sales' reporting. In accounting terms, a sale is a sale when it is shipped...so these reports will default to shipped only. This change has been made to the PSV report so your figures make look different if you are not thorough with your setting of shipped dates. To address the alternate need for establishing 'demand' (in essence all orders of the product regardless of shipped status,) a new report has been added to the Reports>Order Processing menu called Product Demand by Volume.

Item Printing has changed

You may find that after installing 3.0 that when you print your invoices the products appear to be printing double-spaced. This is due to a new option we have added to allow for descriptions to wrap down to the next line and the related setting that determines when it wraps to the next line. This is both for product descriptions as well as the product customization field. The simple solution to this double-spacing problem, if you have it, is to go into your form setup and, under the Spacing tab, change the value for the 'Column Width for Upsell' to 41 as seen here:

Note that this Column Width option has been added and is not the same as the setting above it 'Column Width for Message/Notes' which governs the width of charge messages, invoice notes and other such messages.


eCMS product flag has moved

If you are using eCMS, you have likely been using or are least familiar with the checkbox option labeled ‘eCMS Product’ in the Product screen. The checkbox tells eCMS if this product should appear on your website or not. We have just moved this flag to the Sku level (Product>Inventory screen) so you can select which size/color combinations will be available on your site (previously it was all or none.)

All of the information under the Inventory tab is sku specific. This means as you select a sku in the left grid (3 in this example) all of the other data (stock in each warehouse, bin location, qty on order, UPC, etc.) are all just for that sku. Selecting ‘4’ in the grid would show all of the data for that sku. When you install 3.0, CMS will automatically set all of the skus as ‘eCMS Products’ for products that had the box checked previously at the product level.

Warning for failed updates

CMS now checks to ensure that both the software and database have been updated to the same version. If for any reason part of your update failed (e.g. not everyone is out of CMS when you install,) it could cause a mismatch between software and database versions. If this happens, CMS will warn you a mismatch exists, prevent you from logging in and recommend you reinstall the update.

What’s New?

An html version of this document will be displayed to all employees in CMS that are set as Administrators in the Access section of their Employee record in Setup>Company. This only occurs the first time they login to the new version. A copy of this document will reside in your \NewHaven Software folder and can always be accessed (by administrators) via the ‘What’s New’ link in the Help menu. (this link is disabled for non-admins)


UPDATE YOUR OPERATING SYSTEMS and HARDWARE

In our January 2005 2.5 release we gave our first warning the CMS would soon no longer function on declared unsupported operating systems. These operating systems are Windows 98, WinMe, and NT Server or workstation. If you are still running CMS on any of these operating systems, let this serve as your last warning that you must update those machines to Windows 2000 Pro, XP Pro or Win2003. In a future CMS update we will be releasing features and/or integrations with products that are not compatible with these older operating systems. Make your plans to update these end-of-life operating systems on your workstations and/or server as soon as possible.

To date screens in CMS have been optimized for a resolution of 800 x 600. With the prices of monitors continually coming down we now feel we can start optimizing for 1024 x 768. Doing so will allow us to redesign screens to make them larger so you have access to more per window and have fewer tabs to navigate through. Version 4.0 scheduled in spring '06 will be the first version to include some screens optimized for this resolution.

FEATURES and FIXES

Here is a numbered outline of the new features in 3.0 so you can quickly find those points of interest. This is followed by expanded information on each which are corresponding numbered further down in the document. The same format is used for the 3.1 additions following the 3.0 list. Finally the list of bugs fixed and a quick taste of things to come.

CMS Version 3.0 New Features List:

  1. eCMS integration and XML importing functionality improved
  2. Better support for product images, import them, link to them!
  3. New Returns screen
  4. Built in charge card processing . unlimited users
  5. Shipping manifest redesigned . faster and easier to use
  6. Endicia.com integration . instant USPS labels with delivery confirmation
  7. USPS Flat rate box added
  8. City/State/Zipcode database updated
  9. USPS zone list updated
  10. DHL shipping methods added
  11. Interface to DHL shipping software (keyed import like Worldship)
  12. Interface to FedEx Ship Manager (keyed import like Worldship)
  13. Instant update of ship date and tracking numbers soon as label is printed
  14. Support for QVN based email ship notifications
  15. Greatly improved package:item relationship and package creation logic
  16. Improvements to order edits
  17. Stock Manager updates . Further improvements made on the version 2.5 redesign
  18. Purchasing System (CMS Professional only) better support for drop ships PO.s, Crystal forms/emailing PO.s, more reports, expected dates, and more.
  19. More Product Options - lot expiration dates, multiple vendors per sku, multiple vendor skus per product supporting different even different quantities (e.g. case quantities)
  20. Customized products can now have their customization message printed on the following line
  21. Enhanced multiple warehouse support
  22. Prevent unapproved charge card orders from printing
  23. Option to capture only .shipped-only. in Batch Approvals
  24. You can now have multiple reports open at the same time
  25. Employee access to General Reports can be controlled
  26. Payments Received report reworked to allow for sequence by Order Source, others to follow
  27. Peachtree’s NCOAlink format now supported for National Change of Address processing
  28. Better support for middle initials and degrees in addresses
  29. Can now double-click an invoice or customer number in many screens to pull up the related record, soon will be everywhere.
  30. Export data right from many CMS screens
  31. HUGE list of bug fixes!

 

3.0 ENHANCEMENT DETAILS

  1. eCMS and XML improvements – Most CMS users are now familiar with our integrated ecommerce tool called eCMS. One of the benefits of this integration is the ability to simply click a button in CMS to import orders from your website, or schedule automatic download every hour. In 3.0 we have expanded the integration to include product and inventory updating. CMS will keep track of when you last made a product edit or if stock has changed and upload new changes to the website with the click of a button! In the near future, inventory updates will also have the option of scheduled automatic updating.
    -Virtually every known problem with order importing has been fixed.
    -Improvements have been made to importing of Yahoo and 1ShoppingCart orders.

  2. Product images work much better now. CMS supports BMP and JPG formats up to 1 meg in size. A new option had been added to Setup>Inventory to allow the importing of images en masse.

This option looks in the directory specified and imports images by matching up their file name to the same product code name (ignoring extensions of course.)

Also, instead of importing pictures into your CMS database, you can link to a picture.s location on your network. Pull up the product record and click on the Picture tab to access this option.

  1. We have redesigned the Returns screen to both fix several bugs we’ve encountered in that section as well making it a bit easier to use. Adding return reasons is easier and more obvious now. Problems with returning back order fulfillments have been fixed. Better behavior with Cancel vs Cancel All. Previous to 3.0, it was possible to refund both to the customer’s card and to customer credit on the same return if you clicked on save while still in the money field. This too has been fixed.

  2. Built in charge card processing – CMS now has an integrated payment gateway for credit card processing that connects directly with the charge card processor TransFirst via their online payment processing tool called ePay. If you get an account with TransFirst, not only do you not have to use the PCCharge software, TransFirst also features a service called ‘managed transactions’ that can greatly improve the percentage of qualified charges. One customer has already stated they will save $10,000 in processing fees this year just from switching to TransFirst. As of this update (May 2005) over 10% of current live CMS users have switched to TransFirst because of great rates and superior service. Call Jim Goulding at TransFirst 866-474-2342 for details on their service and to learn if they can save you money.

  3. The shipping manifest screen (Fulfillment>Manifest) has been redesigned. We have had to sacrifice the ability to see all rates at once in the interest of speeding up the interface and to allow us the pursuit of a new level of UPS integration in a future version. This redesign has the weight displayed much larger and it will be easier to switch between ship methods for those of you with a lot of them. Of course we also built in support for Endicia…

  4. Endicia.com now supported. Sign up for their premium plan at $15.95 a month and install their DaZzle software on your shipping computer to automate your USPS shipping. Using this interface will give you free delivery confirmation service and even print labels with hidden postage amounts that look similar to:

       

After setting up DaZzle and designing the labels so they print the way you want them to, go into CMS Setup to connect them. This is done in Setup>Shipping>Shipping Choices>Endicia and telling CMS where to find your local Endicia installation (DaZzle.exe.)

When configuring Endicia, they will have you setup a unique label for each USPS shipping method you use. (Note: Each label has a 'test mode' and you must remove the flag for test mode for each label format you want to use before printing real postage.) Here in CMS Setup, you will double click in the column to the right of your USPS shipping methods to point CMS at the comparable label definition you created in Endicia. Please contact Endicia’s support if you require any assistance with the installation, setup or configuration of their software or labels.

Once setup is complete, your shipping can be done in the CMS Manifest screen found in Fulfillment>Manifest. There you just add the package by package number (or add a range) then verify the weight and click on the Endicia button to immediately print the label. Once printed the ship date is set on the package/invoice and the delivery confirmation is imported into the package.s tracking number field!

  1. USPS has added a great shipping option called Priority Mail Flat Rate Box. For $7.70 you can ship up to 70 lbs to a US destination. We have just added support for this and Endicia supports it as well. For more information from USPS on Flat Rate Box go to http://www.usps.com/shipping/flatrate.htm?from=priority&page=flatrate

  2. USPS regularly adds and changes zip codes and updates their database for new cities, city names, etc. We have included their latest database update and also built in the current city/county/state/zip code database (used when you type in a zip code and populates the city/county/state for you.)

  3. For years, USPS, UPS and FedEx have all used the same zones. This has recently changed, and now the shipping companies and USPS no longer have identical zone tables. As a result, CMS was coming up with the wrong zones for some shipments and rates were incorrect. These zone differences have been updated in Version 3.0.

  4. With DHL’s acquisition of Airborne, they are taking a serious run at contending for your domestic shipping including ground. We have just built in all of DHL’s service options and are presently working on building in their rates. This was not possible previously because of problems with their software, but recent fixes and improvements have enabled us to provide reliable interfacing between CMS and DHL’s EasyShip software. Please contact our Technical Support Team to make an appointment to configure this interface.

  5. If you sign up for a DHL account, be sure to get their EasyShip software. As mentioned above, we have just completed our integration with this software to allow UPS Worldship-like keyed imports. This means fast processing, no re-keying of information, and automated updated of packages/invoice with shipped dates and tracking numbers. Please contact our Technical Support Team to make an appointment to configure this interface.

  6. If you use FedEx Ship Manager, a great new integration option is available for you. It used to be you had to batch export a range of packages from the CMS Manifest and then import them into Ship Manager. You can now process each package as it’s ready by running ‘keyed’ imports. You’ll just scan or enter a package number (it populates the screen with all the package information,) verify the weight, and print the label; that’s it! You must be on Ship Manager version 2.2246a or later. Please contact our Technical Support Team to make an appointment to configure this interface.

  7. UPS, FedEx and DHL software interfaces can be configured to automatically update CMS with shipped dates and tracking numbers as soon as the label is printed. No more importing that information at the end of the day or running the Monitor or data imports. The moment the label is printed, the tracking number and shipped date is visible on the order. Please contact our Technical Support Team to make an appointment to configure this new option. This same option can be used with third party or custom shipping systems (e.g Harveysoft, Clippership, etc.) Note: This option is not recommended for installations where multiple CMS companies/databases are used.

  8. Emailed shipping confirmations are now available via the Quantum View (QVN) option in UPS Worldship and FedEx Ship Manager. Similar options available for DHL and Endicia. Please contact our Technical Support Team to make an appointment to configure this option.

  9. This year we are working on the means to really nail down what items shipped in which box. Much of the logic in how the item:package relationship is handled has been improved and facilitates changes coming later in the year that will allow us to provide accurate detail about which items are in each box.

  10. We have improved the safety of editing saved orders. In some cases this means we lock you out of editing items that have shipped or have fulfillments against it since editing them would surely cause trouble. In other cases we have repaired invoice balance problems that would occur, say when editing a return. More improvements to come in this area.

  11. Stock manager changes - Our 2.5 release of CMS saw a major revamp of the Stock Manager. In 3.0 we have implemented many of the suggestions received and fixed a few quirks. A few more changes to come but it is quite solid and easier to use now.
    -You can now create your own list of adjustment reasons to select from when editing a lot. (Setup>Inventory>Adjustment Reasons)
    -You can now adjust all inventory instead of just a single lot.
    -Better support for decimal quantity items.
    -Much better keyboard navigation.
    -No need to save lot receipts or edits .

  12. For those of you using CMS Professional, you will see an option for our Purchasing system  on our main menu or also through the Admin menu


Purchasing allows you to create purchase orders for your vendors for items you need to order or drop ship to customers. We are still in the process of writing documentation for this section but it is fully functional. Purchasing started appearing a few versions ago with little fanfare since it was really a feature in testing. If you have not seen it or looked at it in a while, take a few minutes to revisit it. There have been a lot of improvements over the last few months, including added fields, smoother operation, more print tasks, etc. We have also integrated Crystal forms into the purchasing section. With Crystal forms, you can design your own form layout in Crystal Reports, which gives you access to more elaborate designs, graphics, fonts, etc. as well as many exporting options. You will obviously have to know Crystal to design such forms but it is an avenue we will likely explore with other forms in the future.
- PO defaults have also been added to the Vendor records in setup so you can specify default shipping method and terms used.

  1. More Product Options – The Product Code field on the Product Information screen is now disabled so employees cannot accidentally change the product code. (right-click in the field to go into edit mode) We found many users would type in that field to search. To search you can now use the search button just to the side of the field.
    - We have added lot expiration dates. These expiration dates do not yet trigger lots to be unavailable or any such thing but are there for your reference and custom reporting.
    - You can now have more than one vendor per product. In fact you can create as many ‘vendor sku’ records as you need. In each vendor sku record you can select the vendor, their product code (sku) for that item, lead times, and even different quantities (e.g. case quantities/costs.)

  2. Customized products can now have their customization message printed on the following line of the printed invoice. Specifically these are products using the product option shown here:

We are currently working on getting this same customization text to display on the View Invoice screen. This will be in a subsequent 3.x update.

  1. Cleaned up the warehouse setup and improved transfers between warehouses. We’ve also reworked the Items On Backorder report to correct some problems and better display the totals per warehouse .

  1. There have been a few modifications to the filters used to prevent certain invoices from printing such as returns or declines. We have changed the wording on these options and, correspondingly, how they work. We’ve also added an option to not display unapproved invoices for printing. These options are found in the right column of the following screen of Setup>Fulfillment>Fulfillment Options:

  1. If you want to only capture cards for orders that have shipped, your only alternative to date has been to get approvals (aka pre-auths or books) first and then use the .capture only shipped. option in the Electronic Draft Capture (EDC) screen. We have now moved this same option to the Batch Approvals screen. This option was mainly added for those who want to process as captures in the batch approval section.

  2. Multiple concurrent reports are now possible. We have modified our integration with Crystal to allow for multiple reports to be run and open on the same workstation at the same tim e. This new level of integration allows us to get away from using their somewhat unfriendly parameters screens so expect to see some changes coming in that regard soon.

  3. As stated in the opening section of this release document, we have added an employee level access option to restrict access to the Reports menu. Our goal is to offer more and deeper levels of employee access and this is a step in that direction.

  4. What to do if you are importing orders with credit cards already captured? How do you distinguish between these charges and those you have charged through CMS? The new Payments Received report is the answer. The new version of this report includes a breakdown by order source. {order sources being the source of the order (e.g. phone, mail, website, call center, etc.) This is different from an ad code which tells you what ad/promotion brought the customer to you.}

  5. Peachtree Data is a service provider that CMS works with for National Change of Address (NCOA) processing. We.ve used their default data format for years but they had recently updated it to a new format called NCOAlink. NCOAlink allows for more accurate/specific coding of the mail list records and we have just completed our support for this new format. Follow this link for more information on NCOAlink, the return codes and other details: http://www.peachtreedata.com/selection.asp?menu_sel=NCOA&selection=OVERVIEW

  1. Middle initial and Degree fields have been added to the shipping and billing address. You should find them more useful now as well as more print and export friendly.

  1. We are currently working in all areas of CMS to make your records more quickly accessible. Our goal is to allow you to double-click on an invoice or customer number, wherever you see it, to call up that record. This functionality is now in place for invoice numbers in many grid displays in CMS like the Fulfillment Manage and Form Printing. We’ll continue to roll out this enhanced functionality in subsequent 3.x updates .

  1. Also in grids, try right-clicking. You will have an   option to send the contents of the entire grid to a file. That file will be in a comma separated ASCII format (.csv) and easily used in spreadsheets. This is an example of such a grid display:

 

BUG FIXES

LIST OF FIXED BUGS IN 3.2 (versions 3.0.1.335 through 3.1.0.42) – Bugs reported by customers include their reference case numbers (where applicable) for those of you that have been waiting for a fix and would like to search to see if yours is here :

Printing an invoice after printing a PO throws error message saying it could not find order_id

Problem Payments - If processor is ePay and you try to auth from this screen, you get error message: missing order #

When printing mailing labels, the USPS requires that the country must be on the last line by itself and print in all caps. Even if the option is checked to print the entire address in caps, the country still prints mixed case.

Running a multiple ship-to order where the buyer does not receive product, the order is jumping right to package 2. case 683

Using the keyboard exclusively to add an item and select bo all for it yields a 1, 1, 1 scenario. 1665

Apply Payments - The 'New Balance' displayed at the bottom does not take into account addadj's on the invoice but the 'Original Balance' does...making the New Balance>Original. They both should operate the same way (like Original does now) 1572

mail list export, selecting a filter throw error: dbExpress Error: (0x0003) Invalid Field Type case 1871

It appears that when you import a gift order in which the buyer is not receiving product, the package is being assigned to the buyer (hidden) and not the recip. As such gift notes are not printing on the recipient invoice. 1888

When you set the order level Fulfill date, additional items added to the order are not defaulting to that date, they are added using today's date. 1895

OE>Items itemsorder.alloc_qty is being set for future ship items, preventing them from fulfilling. 1894

Future ship order>Items screen - If you click down to the line item level future ship date while cursor is in the item Qty field, all items for all recipients will show in the grid. 1898

Returning an unpaid item produces an additional adjustment even when there is an exchange which should offset the amount. 1896

Future ship order>Items screen - If you click down to the line item level future ship date while cursor is in the item Qty field, all items for all recipients will show in the grid. 1898

PO Print Task 451, PO Acct# for Vendor prints out the Venderor’s GL account number, not the Vendor account number 1906

Entire Inventory (that was originally on hand) is being returned to stock when you edit a BO and change the BO amount 1893

No payment is created when filling a back order with an expired card. 1884

Ship-to phone number of on drop ship order is not transferring to the drop ship PO. If you hand enter the ship phone into the PO's shipping phone field, it will not save. 1890

When creating a PO, if you click on the box that says 'pick only this vendors items'--CMS hangs and you get the hour glass. 1923

A saved order will not retain the Insurance value entered if the order is edited. Verified that CMS recalcs the value based on the setting ($1.00 per $100 for example). 1407

Itemsord.T_cost is not being set for a dropship or non-inventory item. 1903

Shipmeth from a dropship order is not propogating into the resulting PO. 1925

Editing and order with a sized item, clicking the ... button to pull up the size array to select a different size will not put the stock for the originally selected size back into stock nor will it decrement the stock of the newly selected sku. 1864

An order with 100% discount or adjustment CMS still sees as being taxable. 1943

Fulfillment : Batching (or Form Printing), Fulfillment Options rule to hide
invoices with unauthorized charges would improperly hide the invoice even if the
charge had been deleted.

Order Entry : regressive, Customer Description Codes attached to products are
not getting attached to customer after purchase.

Order Entry : Package numbers were being generated based on number of packages
instead of maximum package number.

eCMS : Auto-download of orders was not happening at proper intervals.

Fulfillment : Verify Imports : behavior change, if partial fulfill and charge
card used (uncaptured), 'Bill Delayed' is turned off and the amount of the charge
is reduced to the amount of invoice 1.

Fulfillment : Staged Fulfillment : Staging : Email address used in XML export
is from recip instead of purchaser.

Fulfillment : Staged Fulfillment : Staging Groups : Editing a fulfillment group
and saving will create a new entry with same name.

Payment Maintenance : Payment Problems : newly entered or obtained Approval
Codes were not being saved. #1958

Setup : Order Entry : option "Addresses are ALL CAPS as they are printed" appeared
to not hold the setting when checked. #1954

Order Entry : existing POS orders discard edits made to payments. #1956

Fulfillment : Staged Fulfillment : first iteration of Phase 2.

Order Entry : after changing fulfillment date to future ship, reentering the
quantity on an item would disallow the item from being fulfilled in Fulfillment
Manager.

Fulfillment : Fulfillment Manager : Future Ships that had been returned/cancelled
were still showing up in the list.

Fulfillment : Fulfillment Manager : 'Complete' flags on fulfilled future ship
orders were being lifted if the order was edited, allowing the orders to reappear
in the FS section (even though no items were attached).

eCMS : CVC for credit cards added to XML Schema (version 3.6).

Fulfillment : EDC : memory leak fixed, affected large capture sessions.

Fulfillment : EDC : regressive error when using EDC Debug log.

CMS : error upon login "Directory is in use".

CMS : when maximum licenses are reached, and system is set to use credit card
processing, and AV violation occurs when CMS tries to shut down. #1948

eCMS : "Sku Description" added to Product Upload.

Fulfillment : EDC : ePay credit transactions directly from customer credit now
use 'fake' order number to fulfill ePay order number requirement.

Order Entry : packages could disappear or have incorrect item counts when using
decimal quantities.

Fulfillment : EDC : ePay Force transactions now handled properly.

eCMS : when using multiple companies, trying to upload product info to eCMS
could fail.

Order Entry : regressive fix, fulfill date on -1 invoice would be missing if
anything BO'd or FS'd.

Fulfillment : Verify Imports (eCMS,XML) : modification to prior change when
trying to set IsBuyer flag on the fly, now only looks at First, Last Name (instead
of attempting to match entire address).

Fulfillment : Verify Imports (eCMS,XML) : regressive issue where each item
was being assigned to individual packages.

Order Entry : when editing item BO amounts, causing deallocation of inventory,
too much inventory was being deallocated at the time of saving the order. #1937

(Reference build 3.1.0.42)

 

LIST OF FIXED BUGS IN 3.0 (versions 2.5.12 through 3.0.1.335) – Bugs reported by customers include their reference case numbers for those of you that have been waiting for a fix and would like to search to see if yours is here :

Fulfillment : EDC : if 'Batch Close Only' or 'Keep Batch Open' were chosen, then the interface forced at least one to be checked at all times. #1532

Fulfillment : EDC : ePay : modification to allow address information to be passed during post-auth transactions.

Orders : Payments : Problem Payments : improvements to Charge Card processing behavior.

Printing : Print Tasks : Print task 'Invoice - Phone - Shipping' is now functional.

Setup : Fulfillment : Printing : added option to print Phone Numbers when processing Billing/Shipping Address Print Tasks.

Order Entry : Payments : AVS Code was not being placed into AVS box after a transaction was processed.

Fulfillment Manager : Future Ships : items marked for Future Ship that were set as non-inventory could not be fulfilled by the Fulfillment Manager. #1523

Order Entry : inventory safeguard in place when 'Edit' button is lifted.

Order Entry : improved handling of packages involving BO/FS.

Customers : The employee access option which prevents an operator from entering a new order does not disable the Order button in the Customer section. #1530

Products : Inventory : A button has been added on the inventory tab that allows the user to set up 1 or more vendor skus for a product.

Fulfillment : Fulfillment Manager : Future Ships : Future Ship fulfillments no longer use the -1 invoice by default (matches BO behavior).

Setup : Fulfillment : During Printing : added option to not show invoices with Unauthorized Charges when in "Fulfillment : Form Printing".

Setup : Product, Inventory tab, if product was kit and there were units on BO and multiple warehouses then multiple lines per warehouse would show in

the grid. #1552

  Inventory

  *********

  1) Stock Manager

The Save and Cancel buttons have been removed. Now, all adjustments and/or modifications are saved upon execution.

An "Adjust All Inventory" button has been put in place to allow for the total on hand amount to be set.

All editing of lots is now done through a new window and not on the stock manager window itself.

The "Received" total now displays the total for all active lots within the current selection instead of a total of all lots.

A new setup menu option has been added to setup Adjustment Reasons which can be used when making adjustments.

"Adjust Selected Lot” button caption changed to “Adjust Lot Quantity”.

Tab order changed so that the user goes from the Product Combo to the “Add Inventory” button.

"Receive" Edit box now recognizes the Enter key and tabs to the next field.

Decimal Quantities supported again.

When receiving stock, suppliers were not listed in alphanumeric order.

If you click on Add Inventory then Cancel and then Close - you get an AV.

If you select a sku on the product information>inventory screen and then click recieve inventory, it is pulling up stock man for the wrong sku. #1635

Disabled the Quantity Field on the "Edit Selected Lot" screen to prevent quantity changes with no adjustment records. #1594

When editing a lot, the On Hand value is set back to the received amount. #1672

When adding a new product, if you press the add/review stock button, the stock manager window comes up blank. #1754

  2) Purchasing

Purchase Orders have been modified for further support of Vendor Sku records. Vendor Sku records can be used to set the Cost, Vendor Sku ID,Qty Unit, and Lead Time for an item.

The Vendor Sku functionality now allows for Quantity Units to be set and converted out upon receiving the item.

An Expected date is now available per PO Item. An Expected date can also be set for the entire PO which can be used to set or change all PO

Item expected dates. The Lead Time on a Vendor Sku record can be used to automatically set the Expected Date for a item.

Money Tab now has PO "Estimate Fields". Also, new print tasks have been added for printing these values.

Money Tab always enabled for a PO now.

Receive Grid now displays “Cost/Sku” , “Vend Lot ID”, and “Size & Color” information.

Expiration Date Added to the Shipment Screen. Set per Item Received.

AutoFill subtracts previously received amount first (Allows better use of Receive All button).

Reports : New Submenu off of Reports Named "Purchasing" with "Receiving" Report.

The Quick Lookup search by order number for dropship po's only worked if you entered the padded invoice number (e.g. 000000177)

Qty On Order not updated by a new PO if the Skuware.QTYONORDER field is null. #1637

Print Task "Purchase Order - Ship By Date' causes error - "Error - HandleTask called with invalid task number" #1554

Address screen, button for Billing Address is unresponsive. #1568

New 'Receiving Report' under Reports/Purchasing.

Allow for pressing of ENTER key in Receive Date edit box.

After changing either the billing or shipping address on a PO, the address is blank the next time the PO is loaded.

Modified receive grid on PO's to display "Cost/Sku" and the "Vendor Lot ID".

Also widened the Product Code column so that the size and color are more visible.

AutoFill option always fills in the Qty Received as the full amount ordered.

Modified so that the remaining amount to be received is filled in instead.

Modified tab order on Stock Manager so that the user is taken directly from the product combo box to the "Add Inventory" button.

When setting vendor lot id on a Receive record, now updating the corresponding lot with that lot id (if not already set).

Added PO Estimate values (and corresponding Print Tasks). Enabled Money tab for any sumbitted PO to allow for these estimates to be added.

Added "Expiration Date" for Receive Records

Proformas were creating Purchase Orders. #1598

When using Edit Lot, if you change the cost and press Enter, the edit screen disappears. #1602

Edit a price on the shipping screen of a received PO and get a 'table does not exist' error. #1676

Added "Next Expected Date" field to the PO Item screen. #1683

PO - Ship By Date print task causes error - "Error - HandleTask called with invalid task number". #1554

On Order amount is null or is not updated when saving a purchase order. Value is ok after first save but not after additional saves

(including a 'Submit' from the PO Main menu). #1678

Added a warning message if the user selects to close a PO where not all of the items have been received. #1669

Access Violation when selecting an item on a PO receipt before clicking on NEW RECEIPT or RECEIVE ALL. Buttons should be disabled until a shipment is created. #1759

Can not press ENTER to advance out of PO Main | Vendor field. #1760

The button to jump to the related order on the PO Dropship screen is showing the PO number instead of the Order Number #1762

Help clear up meanings of item numbers/cost when receiving in quantity units as defined by a vendor sku record. #1761

Printing : Print Task "Purchase Order - Totals - Estimated Item Total" added.

If you delete a receipt and then Save you get a key violation error. #1733

After receiving all items and you answer Yes to the prompt to Close the PO, get the error "Waiting for another transaction" followed by "Start Transaction aborted" #1749

Added tracking number field for drop ship confirms. #1599

Added Stock Qty value to the product drop down list for reference. #1720

Set package as shipped with the date specified in the po receipt and carry over the tracking number. 1703

The button to jump to the related order on the PO Dropship screen is showing the PO number instead of the Order Number 1762

Help clear up meanings of item numbers/cost when receiving in quantity units as defined by a vendor sku record. 1761

Can not press ENTER to advance out of PO Main | Vendor field. 1760  

Access Violation when selecting an item on a PO receipt before clicking on NEW RECEIPT or RECEIVE ALL. Buttons should be disabled until a shipment is created. 1759

  *********

Drop ship items do not add their weight to the package weight and hence do not allow for S&H formulas to include them. #1528

Dropship items are not pulling stock from inventory when there is inventory available. #1697

Potential for a changed shipping/billing address within the order to be saved as default even though default option was unchecked. #1726

Apply Payments : attempting to enter the last visible row of the Open Invoices grid when more rows existed off-screen (below) would cause the grid to scroll up 2 rows, resulting in processing of the wrong row. #1536

Setup : Company : Employees : Access : added access control for 'Reports General' which controls access to the Reports menu item in Main window.

Interface glitch, when manipulating numbers in 'BO Options', hitting the ' Enter' key could cause corrupt data (wrong numbers). #1537

Future Ships : if forcing FS (fulfill date not reached) and only a portion of the stock existed to fill the line item, the whole line item would appear to be filled, but only the remaining stock was actually pulled (no BO was generated). #1539

Print Task : "Invoice - Shipping Method" won't print if the invoice has zero packages. #1566

Customers : Mail List : Mail List Export : 'Customer: Date of First Contact' added as field selection.

Fulfillment : Manifest : if 2 or more Shipping Choices were set to the same Service Type/Level, then potentially the wrong Shipping Choice would be displayed for the package. #1569

Order Entry : Shipping : Editing the Shipping Method on an existing order failed to fully change all Shipping Method related items on individual packages. One effect was if a package changed from UPS to Fedex, the package would still not be available for Fedex export. #1570

Fulfillment : Manifest : Endicia support added.

Maillist : Export : No field available for exporting the customer's expiration date when running a mail list export. #1627

Order Entry : Items : new order, problem when an item had multiple lots available, then the non-saved order was abandoned, potential for CMS to deallocate into incorrect lot. #1628

Quantity in Stock value is wrong on items screen for a given product. May occur when a "Feed From" and/or a "Receive From" value has been setup for any warehouse. #1618

Printing : Print Task 'Invoice - Package Number Barcoded' now prints the lowest package number relevant to the items on the invoice. #1644

Payments : EDC : underlying CMS Batch ID number was being reset to zero, which caused the payment to appear to not be associated to a processing batch.#1643

Approving a CC payment, if the user moves off the Money screen while the approval is processing and then moves back to the money screen, the payment is saved without an internal EDC_ID, and is subsequently ignored for EDC processing. #1737

CC processing with ePay, when a Void is attempted (as a result of deleting an approved payment), ePay responds with 'Order Number not found'. 1744

Maillist : Address Correction : support for NCOALink (PeachTree) has been added. Older format has been deprecated. #1647

Printing : new Print Task 'Items Ordered - Package Number' #1645

Entering a Gift Note, then switching to another company and trying to enter a gift note throws and AV. #1746

Product Pictures, could not display JPegs. Capability revamped, including 'proportional' display, regardless of size (no stretch). #1745

Pick Tickets : BO items were showing up on pick tickets, even though there was nothing to pick. #1646

Fulfillment : BO Fulfillment : Packages created for BO's were missing the customer number, which hid them from shipping views like UPSPackages. #1648

Setup : Inventory : Added "Adjust Reasons"

Employee Setup : when employee edits their own record, wrong password is displayed. #1738

Order Entry : Kits with non-inventory components, when ordered, are not decrementing inventory for the kit (or other inventoried components). #1606

Fulfillment : Package Counts could be wrong on multi-item BO/FS fulfillments. #1611

Setup : Product Information : Quantity in Stock value is wrong on items screen for a given product when a "Feed From" and/or a "Receive From" value has been setup for any warehouse.. #1618

Change Receive Date on LOTS to be DateTime like the Adjust Date on IPADJUST for consistency in reporting. 1763 eCMS : Administration : Back/Forward navigation buttons added.

Order Entry : BO Options : Canceling out of the BO Options screen when some

inventory had been allocated did not put the allocated inventory back into stock. #1651

Maillist : Export : Added export field for middle initial. #1655

Order Entry : Trying to save edits to an order that has a return potentially generates a 'Post Adjustment' error. #1374

Order Entry : Saving edits to an order that has a return with return reasons causes the order to appear to replicate line items in the order (display issue only).

Apply Payments : ePay processing - error saying 'Order number missing' #1681

Shipping : support for 'USPS Priority Flat Rate Box' added. #1671

Order Entry : After entering BO Options, tab to Product combo, hit enter, generates a 'Cannot focus a disabled or invisible window' and there is no way to continue adding items w/o hitting the '+' button. #1664

Setup : Shipping : Shipping Options : support for 'Cheapest' removed.

Fulfillment : Fulfillment Manager : Fulfilling a backorder will not a create a package for the bo fulfillment items/invoice if the fulfillment option for creating packages for future/dropships was not on when the order was saved. #1684

Wizard Conversion : Orders from deleted customers are being attached to the new customer that is using that customer number. #1677

Wizard Conversion : Returns are converted with an invoice date of the original order instead of the date of the return invoice. #1652

Maillist : NCOA : for matches against the NCOA file that do not have a forwarding address, CMS still used the blank 'new' address from the NCOA match. #1701

Saving a new shipping or billing address in OE is updating the repective address in the customer record even with the Default Shipping/Default Billing box unchecked in the order. #1718

Order Import : XML : Verifying an order that has a company name and no contact name, the entire order appears blank. #1687

Fulfillment : Batch Approvals : added 'Approve Only Shipped' option. #1704

Reports : added capability to run an unlimited number of reports at the same time. #1716

AR Aging, bottom summary was not taking post-adjust values into account. 1730

Add view to be used for reporting on sales information by customer source codes. 1777

If bad payment exists during save for a particular order entry session (operator), then all other users are locked out from saving until a response is given to the 'Do you want to discard...?' dialog that is presented to the user. 1779

If an invoice was fully backordered/future shipped, and after the virtual package was deleted and the child items shipped, the originating invoice did not get an updated ship date. 1780

When retrieving a custome in OE, CMS does not auto-populate the county fields for the bill/ship addresses like it does the mailing. This presents taxing problems if the operator does not catch and correct it. 1791

Items on Back Order report - The group tree listing of product codes is padding the product code with an extra 8 numbers. 1790

Package numbers continually increment when clicking on one and then the other if they are in different warehouses. 1788

'End of table' error when editing product code on Product Information screen. 1787

Problem Payments - Entering a new payment and clicking Save Alternate Pay is assigning a pay date of the original bad payment even if you change it in Problem Payments before clicking Save Alternate. 1775

If an item is added to an order via the Past Items it actually removes it from the order it was originally on. 1622

Unable to process a return or exchange on a fulfilled item if it was originally on backorder. When you attempt to do the return, it will enter 0, 0, 1 in the Return, Send, BO columns, respectively. 1383

Returning a sized item does not return stock to inventory even if the box is checked to do so. Regressive in new returns screen. 1792 Setup>Customer>Info requests - Adding a new request does not add to the list. 1785 Invoice printing - each line item printed is followed by a blank line (the appearance of double spacing) – Regressive 1793

XML Catalog imports - If the XML file contains cat reqs, there is a long delay when the import runs. In some cases as long as an hour. 1794

When importing a dropship product, CMS does not assign a itemsord.drop_qty which is preventing it from being fulfillable. 1795

If amt order exceeds the amt on hand and you force onto bo via bo all or changing qty, you will end up with 15 10 15 instead of 15 0 15, for example where 15 were ordered and 10 were in stock. This applies to both the 1st and second choices in bo options.

Admin>Advertising>Products: Cannot preview or run Product Analysis report

Saving an order with a fulfilled BO invoice resets the Fulfill Date on the BO Invoice

No package created for an item that is partially on backorder. (only if the option for 'create packages for drop/futureship is not checked.)

Print task: Invoice - Message - Deferred Payment on Back Order, is printing on recipient invoice for multi-ship orders.

Admin>Advertising>Ad Codes The options for printing or previewing the report for the selected ad does not return results.

Getting duplicate packages in the UPSPackages view for about one third of all orders.

When importing a multi-ship with recips in taxable areas, CMS is not calculating the tax amount.

Imported orders are skipping package 1

"Function Sequence Error" when deleting product.

Using Past Items, as soon as you add a past item to the current order you get an AV. Access violation at address 00913A68 in module 'CMS.exe'. Write of address 00000082

Mail list Export - error when exporting in excess of 30K names: "Insufficient memory for this operation" error

When making a record for a new product, and after I've saved it and added inventory to stock, and then go to the INVENTORY tab and enter the vendor sku and min/max levels, and then try to SAVE, I get the following error message saying that the edit can't happen because another user is editing the product.

Product>Inventory>Warehouse sku details on right Error - "Couldn't perform edit because another user has changed the record" Happens if you edit the Bin location, Restock or Resupply figures then save.

Creating a merge letter/email, if you use one of the two merge fields for Customer Primary Notes (145 or 171) you get an error message when you try to send: An error occurred trying to process the following Print Task: 145

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