CMS Version 4.0.4 release notes

Introduction

Welcome to CMS version 4.0.4. This is a 'patch' release designed to provide you with a few important enhancements for the holiday season as well as a comprehensive list of all of the bug fixes introduced since the initial release of 4.0. The number of new features is kept intentionally small to reduce the chance of introducing new problems. This release comes just before the busiest time of year for many of our users so we wanted to make sure you had all of the latest bug fixes plus a few bonus features to help with the increasing order volume.

We will also be releasing version 4.1.x in late December for users enrolled in 2008 support. This update will include everything in this 4.0.4 update as well as the 2008 shipping rate updates for UPS and FedEx. Watch for 2008 enrollment options soon.

Below is a brief overview of all the improvements included in CMS 4.0.4. Please note that these release notes only provide a brief description of the new changes and features.

Important : You may install this version 4.0.4 upgrade only if you are on CMS version 2.0.1.242 or later. You only need to install the upgrade on the server - no workstation updates are required. (If you are on a version older than 2.0.1.242, please contact NHS Support for assistance.)

Release notes from previous versions can be accessed by clicking on the following links :

Version 3.3 Release Notes

Version 3.4 Release Notes

Version 4.0 Release Notes

READ BEFORE INSTALLING

If you are not already running some version of 4.x you may still use this version to update but we strongly encourage you to read the 4.0 release notes before proceeding.

No workstation updates are required with 4.0.4. You will only need to update your server and you should not expect this update to take any longer than previous updates.

CMS now allows gift recipients for imported orders to create new customer records. The Setup option that controls this is under Order Entry options and is called "Always save Multi-Ship recipients as new customers." Please make sure you have set this properly based on how you want CMS to handle the creation of new customer records for gift recipients. More details on this new feature can be found below.

To be clear, recipients are ship-to addresses on a multi-ship (gift) order. Ship-to addresses on non-multi-ship orders are not candidates to be saved as separate customers.

Database changes - (provided for the benefit of those who write their own reports or connect to the CMS database from other applications)

We have removed the Endicia_class field in the Shippers table. The class of the shipment is defined in the DaZzle label layout so there was no need for CMS to pass or store this data.

We have added a field to the Shippers table called Endicia_packagetype. CMS needs to specify the package type (envelope, flat, package, etc.) when passing a package to DaZzle and this is where the corresponding values are stored.

The ISBN field in the Products table has been increased to 16 characters.

The Ref_order_id field in the Order_XML table has been increased to 50 characters.

The Reforderid field in the Orderhdr table has been increased to 50 characters.

Update your operating systems and hardware

In January 2005, we gave our first warning the CMS would soon no longer function on operating systems that are no longer supported by Microsoft, and we have continued to recommend upgrading to a current operating system with each subsequent release of CMS. These operating systems include Windows 3.1, 95 & 98, WinMe, and NT Server or workstation. In addition, Windows XP Home and Vista Home does not meet our minimum system requirements. If you are still running CMS on any of these operating systems, you must update those machines to Windows 2000 Professional or XP Professional (servers should be upgraded to Windows 2000 or 2003 Server).

Future CMS updates may contain 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 now. NHS does not provide support for systems using end-of-life operating systems or for systems that do not meet our minimum system requirements.

CMS Version 4.0.4 New Features List:

1. Recipients on imported multi-ship orders or lists can now create customer records
2. Search for orders by the recipient
3. Support added for forthcoming ePay processing changes
4. USPS First Class Flat and Envelope added
5. Reference order number length increased
6. ISBN field length increased
7. Installation improvements
8. Bug fixes

TO DOWNLOAD PLEASE GO TO SUPPORT DOWNLOADS

4.0.4 ENHANCEMENT DETAILS

1. Saving recipients as customers - If your company accepts orders where a buyer is shipping to another person or persons, in CMS you would treat this type of order as a multi-ship order. Even if there is only a single recipient, if the recipient is someone other than the buyer you'd want to choose the multi-ship option from the Order Entry - Items screen. This tells CMS that the recipient is in fact someone else and not just a shipping address for the buyer. When CMS knows this you then have the option of whether or not you want to save the recipients as new customers in your mail list.
   
   In CMS Setup under Order Entry there is (and has been) an option in the Order Entry Options list labeled "Always save Multi-Ship recipients as new customers." Your selection here determines the default behavior for CMS when entering new recipients onto a multi-ship order. In previous versions however, this option only worked for multi-ship orders that were hand-entered.
   
   
   
   In version 4.0.4 we have expanded this ability to save the recipients as new customers for both imported mulit-ship orders as well as recipient lists that you might import. The setting above is now the default for imported orders or lists of recipients. You can however, before saving the order, override this option for a particular recipient by removing the 'Save as New Customer' checkbox when editing the recipient address (either from the Items or Shipping screen in Order Entry.)
   
   
   
   For any recipients that are saved as a new customer, when you save the order CMS will use a combination of the customers last name and their address/zip to see if they already exist in your mail list. If not, a new customer record will be created. If they already exist, CMS will add a record of this order in that customer's history.
   
   When the new customer record is created for the recipient, the following :
   
   
• A new customer record is created with the mailing, billing and shipping addresses all the same.
  
  
• Phone and email are also set if they were available.
  
  
• A record of the gift order they were a recipent for is placed in their History. Note - nothing is added to their spending or frequency. Only orders which they placed and paid for would impact spending and frequency.
  
  
• If you have CMS configured to tag buyers and recipients with customer description codes, the recipient code will be tagged onto the recipient customer record.
  
  This option to tag buyers and recipients is a standard feature of CMS and is found in CMS Setup under Customers - Customer Description Codes:
  
  
  
  Note - You must create these codes first and may call them whatever you wish. After creating them you may then select the appropriate codes in the Buyer and Recipient combo (drop-down) lists.
  
  We strongly encourage you to use this option so that you can easily identify your buyers and recipients with mail list filters. Filters created to target or exclude either of these codes can be used for direct mailings, email blasts or other forms of marketing.
  
  
  
2. Order search based on recipient - Whenever you have multi-ship type orders, you may have the recipient calling you to find out where their order is. If the recipient was not saved as a customer, the only way you could find that order is if they knew the name of the purchaser or the order number.
   
   To help address this we have added a new order search option allowing you to find an order based on the address it was shipped to. You'll find this option as a new tab called Ship Tos in the 'Retrieve a Saved Order' search window.
   
   
   
   This search is purely based on the last name of the recipient. Fill it in on this screen and then click Search. This will launch a report displaying all of the orders whose ship-to last name matches. The results will be displayed so that the most recent order will show up first and continue in newest to oldest sort.
   
   An example of the report results are shown here :
   
   
   
   The report will provide you with the ship-to name/address, the bill-to name/address, the bill-to customer number and the order number as well as a status of the order (shipped date or blank,) how it shipped and a tracking number if there is one. Ideally this report will provide all you need to satisfy the customer request for information otherwise you should have enough information to then find the order or customer.
   
   TIP - Be sure to use the search features built into Crystal to help you find the order in the report that you are looking for. This search option is in the toolbar at the top of any Crystal report and looks like :
   
   
   
   Using this search option you can narrow your search on zip, state, order date or any other information contained in the report. Between the initial search on last name and subsequent searches within the results you should be able to find your order.
   
   NOTE - This report is retro-active and will help you find orders, new or old, regardless of whether or not the recipients were saved to the customer list.
   
   
3. ePay processing changes - TransFirst has recently announced that they will soon be implementing response codes for new types of declines. We have added support for these new response codes to version 4.0.4. If a charge is declined for any of these new reasons CMS will treat them like any other decline and a brief description of the decline reason will be displayed in the Description field of the Payment Problems screen in Payment Maintenance.
   
   
4. USPS options expanded - Earlier this year when the USPS introduced their 2007 rate change, they also changed the way they identify shipping methods and package types. At that time we added support for domestic shipping methods for the package type of 'rectangular package'. We have since added support for the following:
   
   First Class Flat
   First Class Envelope
   Priority Mail Flat Rate Envelope
   Express Mail Flat Rate Envelope
   International First Class
   International Priority
   International Express
   
   All of these have been coded so they will work properly with CMS's Endicia integration. CMS does not however have rates built in for these service levels except for the Priority Mail Flat Rates. (Rates are not needed in CMS for shipping via Endicia.)
   
   
5. Reference Order ID length increased - When you import an order from an outside source like eCMS, Yahoo, call centers, etc. CMS will also import the order number that was initially assigned by that web site or call center. This allows for easy cross-referencing between CMS and the source system as well as giving you a way to find the order if the customer only knows the order number from the web site or call center. This reference order number is displayed on the View Invoice screen of Order Entry as seen here:
   
   
   
   Here the CMS order number is displayed in the top left corner and the reference order number along with the name of the order source is displayed on the right.
   
   Although what can practically be displayed on this screen is only 10 characters, CMS will now allow for a reference order number of up to 50 characters. This field is searchable in the Advanced section of 'Find an Order' and can also be printed on your fulfillment forms with a corresponding print task.
   
   
6. ISBN size increased - ISBN, the International Standard Book Number increased in length from 10 characters to 13 earlier this year. We have increased the field length in CMS to 16 characters accommodate the 13 characters plus hyphens.
   
   
7. Installs - We've continued to make strides in improving the ease of installing CMS. In version 4.0.4 we have focused on improving the workstation install to make it fast and easy to add additional workstations. The workstation install will now require less information and be able to get the connection information it needs from the server. A number of common problems with installing without having all of the necessary permissions have also been addressed.
   
   

Happy Holidays!
NewHaven Software would like to thank you for your continued use of our software and services. We are all here for and because of you. In 2008 we will see many exciting and robust changes to CMS and our company. Version 5.0 has been in development all year and will reach release early 2008. Great strides in CMS's email capabilities, accounting, shipping and warehouse management are but some of the areas likely to take the spotlight. Improvements in the processing of imported orders and point of sale processing will be seen even sooner. We cannot wait to share them with you!

It is our sincerest wish that you have a healthy, joyous and profitable holiday season. We look forward to serving you in the season and year to come.

TO DOWNLOAD PLEASE GO TO SUPPORT DOWNLOADS

BUGFIXES

LIST OF FIXED BUGS IN 4.0.4 (versions 4.0.1 through 4.0.4.26) – If you've reported a bug or asked for a software change and we provided you with a case number, this number refers to the case number in our TaskTracker software. (TaskTracker is the software we use internally to manage our bugs and enhancement requests.) In the list of changes below, you'll often see a number following it and that is that TaskTracker or TT number. If you have been using our IssueTrak software for submitting issues to us, you'll see a field there for TT# which we'll fill in with the TT case number if one has been filed, thus allowing you to search for fixes by number in the list below:

4.0.4.26

Customers - Problems with saving edits to shipping and billing address. TT2821

4.0.4.18 - 4.0.4.25

Assorted enhancements to our custom ShipRush integration.

4.0.4.17

Database Update - Fix divide by zero error during database update when encountering receiving records with quantity of zero. TT2816

Addressed installation problem (missing regini.exe) that could affect some Win 2000 server updates.

4.0.4.16

Shipping : changes to Endicia support for flat rate.

4.0.4.15

Order Entry : added recipient search, report.

ShipRush support added. (only for use with Staging module presently)

Order Entry : Importing Recipients, "Save as New" functionality expanded.

Purchasing : Possibility of lots being created with zero cost when only check box was selected in PO Setup. TT2797

Purchasing : Purchasing would not recognize a vendor SKU code that was only on the product screen (did not also have a vendor SKU record.) TT2788

4.0.3.56

Purchasing : Purchasing is using the Expected Cost over the Vendor SKU cost. TT2795

4.0.3.55

Fulfillment : Import Orders : A/V when using Wizard import formats. TT2778

Fulfillment : Import Orders : Order level shipping amounts were being lost when using
Wizard Import formats. TT2789

4.0.3.54

Installation : changed the way installer looks for existing license info to cut down on install time.

Installation : During a new install, the NewHaven Software folder is made accessible to the "Everyone" group.

Installation : During a new install, the NewHaven Software registry keys are made accessible to the "Everyone" group.

CMS : when starting up, CMS will set the "NET DIR" BDE configuration to point to the "All Users" folder (or the
equivalent).

4.0.3.53

Printing : error when trying to print an adjustment invoice to a CMS form. TT2740

4.0.3.52

Fulfillment : Import Orders : Yahoo transforms were inserting a bad expiration for PayPal payments
instead of ignoring them. TT2731

Purchasing : Use Primary Vendor SKU during PO creation when available. TT2744

Printing : Print Task 100 removed. TT2727

4.0.3.51

Order Entry : when saving as pro-forma, stock for sized items on the order were not being properly
deallocated. TT2725

4.0.3.50

Wizard Import : failure when trying to import Wizard forms. TT2735

4.0.3.49

Order Entry : When Partially forcing an item on BO, then deleting that item, the stock
on hand of the item will increase. TT2664

4.0.2.48

Fulfillment : Fulfillment Manager : empty invoices were being created when trying to fulfill
a future ship with no fulfillable product available. TT2714

4.0.2.47

Form Printing : item rollup on printed invoices was not working properly. TT2701

4.0.2.46

Order Entry : on a multi-ship order, the action "Replicate this item to all recipients" was
not allocating properly and not replicating to all recipients. TT2684

Purchasing : When receiving items on a purchase order, if Received amount is set to 0 for
a line, you will get a divide by 0 error. TT2709

4.0.2.45

Shipping : temporary suppression of Fedex Express rates for AK, HI destinations.

Fulfillment : Form Printing : trying to print Crystal style invoices in batch caused a message
to pop up after each invoice printed, and the printed status of the invoice was not recorded. TT2707

4.0.2.44

Shipping : changed zone data creation to avoid generating incorrect zones for Fedex Express related to AK, HI

Purchasing : Crystal PO forms were not getting previewed prior to printing. TT2699

4.0.2.43
Purchasing : Printing PO Invoice generates field qryPO_Items.PRICE_ID not found. TT2698

Customers : When editing customer flags, the flags were not always getting properly updated. TT2697

4.0.2.42
Fulfillment : Verify Imports : items were getting taxed even though the order's price category
was not taxable. TT2680

Main Window : When using F1 key to bring up CMS Manuals, the CMS Manuals form takes 2 mouse clicks to close. TT2687

Customers : length of email address field increased to 100.TT2610

4.0.1.40

Fulfillment : Fulfillment Manager : Error "qryBOOrders: Cannot perform operation on a closed dataset" when selecting
a warehouse from the Warehouse combo. TT2671

Purchasing : When NOT accepting an Item Cost exceeding the threshold / Purchasing Manager/ Shipment tab /
New Receipt ->Shipment Details ... an error occurs. TT 2670

Purchasing : When Item Cost Threshold is exceeded (with option turned on) and the user
says "No" in order to not accept the value, an exception is thrown after the message. TT2672

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