CMS Version 5.2.2 release notes

Introduction

Welcome to CMS version 5.2.2! This update focuses on the CMS modifications necessary to support the 2009 shipping rates for USPS, UPS and FedEx. It also introduces some new functionality as well as bug fixes. See below for additional comments/recommendations on when to install CMS updates that affect shipping rates.

If you have already installed version 5.2.1 for the 2009 UPS and FedEx rates, 5.2.2 has the same features and fixes as 5.2.1 but also includes the 2009 USPS rates, the new Priority Mail Small Flat Rate Box method and a few more bug fixes.

Important : If you are updating from 4.x, you will need to install the upgrade on the server and the workstations. If you are already on version 5.x, only a server update is required.

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

Version 4.0 Release Notes
Version 4.0.4 Release Notes
Version 4.1 Release Notes
Version 4.1.3 Release Notes
Version 5.0 Release Notes
Version 5.2 Release Notes

READ BEFORE INSTALLING 5.2.2

RELEASE CODES - You may install this update using your existing 2008 release code or your new 2009 release code.

Release codes for CMS that were issued in 2008 will expire January 31st, 2009. If you have not yet installed version 5.2 you may do so using the new release code. This will update both CMS and your release code.

If, however, you have already installed version 5.2 using your 2008 release code, you may skip reinstalling 5.2 to update your release code and instead use our License.exe utility. To do this, from Windows Start Menu, just click on Start>Run and then Browse to the directory where you run CMS.exe from. There you will find License.exe and, when run, will prompt you to enter your customer number and release code. Unlike a server install/update, your release code may be updated from a server or workstation.

If you are running CMS version 4.x, you may still use this version to update but we strongly encourage you to read the 5.0 release notes before proceeding.

No workstation updates are required with 5.2. You will only need to update your server.

This update may take as much as twice as much time to install as other updates (due to database updates) so please plan accordingly.

When to Install - The shipping rates in CMS will be updated when you install the 5.2.2 update. As such, you should time the installation of your update to coincide with when you want the new rates to be available.

It should be noted that having the current rates in CMS does not impact your ability to ship properly with any of the CMS shipping integrations. In every case, the software that prints the shipping label (e.g. Worldship, Ship Manager, HarveySoft, ShipRush, etc.) determines the proper rate for the shipment and thus how you are billed.

Having the current rates in CMS is often more of a reference. Its greatest impact, though, is in situations where the shipping and handling charge you charge to your customer is based on the carrier's actual rate (instead of a spending table or other formulas.) If this is how you charge your customers for shipping and handling you will want to make sure you have this update installed so you have the proper rates.

READ BEFORE USING 5.2.2

Email Confirmations have changed!! - If you are using CMS's email confirmations, the configuration for them has changed and must be updated manually after the update has been installed. Please see below for more information on this.

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

Added

WEIGHT in table SKU - Data has moved from the PRODUCTS into this field and corresponds to an interface change allowing the user to specify unique weights for each SKU (size/color.)

Deprecated

The following fields in our tables are no longer supported. if you have reports which you've written to use these fields, you will need to modify them as suggested below:

WEIGHT in table PRODUCTS - This field has been deprecated. The data from this field has been moved to SKU.WEIGHT and the field has been removed from the PRODUCTS table.

More database changes were made in previous CMS releases (5.0, 4.0.4 and 4.0.) Please refer to their release notes for details on those changes.

XML Changes - Provided for the benefit of those importing orders into CMS via XML. The latest copy of the CMSXML.XSD file can be found on your 5.2 CD or will be provided on request.

Wizard order import format - Version 5.0 was the last version that will support the Wizard Order Import formats (98 Product ASCII fixed length.) If you are currently using this format to import orders, please start taking the steps to convert your web site or call center to CMS's XML format. Contact NewHaven Technical Support for specifications and a sample XML file to reference.

Known limitations of orders and purchase orders - Please be aware of the following maximums for the number of line items for orders and purchase orders. These are not new but you should be aware of them.

Orders : 999 line items per order. This is the total number of lines items and includes all invoices/items for an order. For example, if an item is ordered (on invoice -1) and then fulfilled (-2) and then returned (invoice -3) that his counts as three line items toward the total. We presently have no plans to change this but please contact us if you expect this will be problem for you in the future.

Purchase Orders : 300 line items. We expect this capacity to be raised in our version 6 release this year. Like the order entry line items, it will likely go up to 999.

Update your operating systems and hardware

In January 2005, we gave our first warning that 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 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 5.2.2 New Features List:

1. 2009 USPS Shipping rates
2. Priority Mail Small Flat Rate Box
3. International shipping via Endicia
4. 2009 UPS Shipping rates and assessorial charges
5. 2009 FedEx Shipping rates and assessorial charges
6. USPS City/State/Zip data updated
7. Email Order and Shipment Confirmations
8. Weight now at SKU level
9. Source code required option
10. Address discrepancy check option
11. EDC time outs
12. Charge processing safeguards
13. Recipient shipping methods improved
14. Gift message warning
15. Enter key in size/qty grid
16. Messages tab added to Manifest
17. Yahoo imports improved
18. Automated Imports - New validation checks
19. Bug Fixes

5.2.2 ENHANCEMENT DETAILS

1. 2009 USPS Shipping Rates - New postal rates go into effect January 18th, 2009. The following rates have been correspondingly updated in CMS. Please note that we use the published Retail rates. Commercial rates or other discounts may be available to you if you are shipping with Endicia and they will charge you the appropriate rates regardless of the rates in CMS.
   
   Express Mail - Includes changes to flat rate envelope.
   Priority Mail - Includes assorted flat rate changes.
   Parcel Select - Rates for non-machinable are used. Please note this is not the same as Parcel Post whose rates have not changed.
   
   Details on the USPS 2009 rate change can be read here.
   
   
2. Priority Mail Small Flat Rate Box - USPS has introduced a small version of their flat rate box. This new small box is the same price as the flat rate envelope and will hold approximately three DVD's. Like their other flat rate offerings, you can order these boxes free from their web site. The exact box dimensions are also listed there.
   
   We have added this new shipping method to the list of supported methods in CMS. If you'd like to use Priority Mail Small Flat Rate Box just create a new shipping choice in Setup>Shipping>Shipping Choices.
   
   Endicia will also be updating their DaZzle software to support Priority Mail Small Flat Rate Box. You will be prompted on or before the 18th to install this update. Once you have both CMS and DaZzle updated, you will be able to use Small Flat Rate Box via the CMS-DaZzle integration. If you are not already using Endicia's DaZzle software or do not have it integrated with CMS for easy USPS shipping, please contact NewHaven Software Technical Support for more information and assistance.
   
   If you are using the printed USPS manifest form 3600R in CMS and would also like to use the new Priority Mail Small Flat Rate Box, please contact us at NewHaven Software before you begin use of Small Flat Rate Box. The 3600R form does not yet support this new method but we can contact you to let you know when that option is available.
   
   
3. International shipping via Endicia - We've enhanced our integration with Endicia's DaZzle software to better support international shipments. DaZzle should now recognize the shipment is international and which country the shipment is for.
   
   
4. 2009 UPS Shipping rates and assessorial charges - All rates updated for domestic UPS shipping methods supported by CMS. These include:

Ground Commercial
Ground Residential
3 Day Select
2nd Day Air
2nd Day Air Letter 
2nd Day Air A.M.
2nd Day Air A.M. Letter
Next Day Air Saver
Next Day Air Saver Letter
Next Day Air
Next Day Air Letter
Next Day Air Early AM
Next Day Air Early AM Letter
Next Day Air (Saturday)  (same as Next Day Air but includes the $12.50 surcharge) 
Next Day Air Early AM (Saturday)  (same as Next Day Air AM but includes the $12.50 surcharge) 

Details on the UPS 2009 rate change can be read here.

4. 2009 FedEx Shipping rates and assessorial charges - All rates updated for domestic FedEx shipping methods supported by CMS. These include:
   

   Priority Overnight
   Priority Letter
   Standard Overnight
   Standard Overnight Letter
   2 Day
   Express Saver
   Ground
   Home Delivery
   Express Saver Letter
   First Overnight
   First Overnight Letter
   Priority Letter (Saturday)
   Priority Overnight (Saturday)
   2 Day (Saturday)
   
   Details on the 2009 FedEx rate change can be read at these links for rates and surcharges.

5. USPS City/State/Zip data updated - The data CMS uses to populate the city, county and state fields when entering a zip code has been updated. This data is obtained from the US Postal Service.
   
   Reminder: USPS rates change on January 18th, 2009. A CMS update will be made available for download on January 15th containing these rate updates. You can read more about the upcoming rate change on the USPS web site
   
   

6. Email Order and Shipment Confirmations - In 5.2 we have moved the configuration for your confirmations to the Order Source. This means that for each order source (walk-in, phone, each web site, call center, etc.) you can configure CMS to send different order and shipment confirmations.
   
   When you install the 5.2 update, CMS will copy all of your existing settings to each order source you are currently configured to send confirmations for. You will however have to edit each and specify the email account you want used for each confirmation. This is a one-time operation and CMS will retain these settings moving forward.
   
   As a result of these changes you'll notice changes in the Setup screens for both the Order Source section and Email Confirmations as well as the screen in Fulfillment Manager where the email confirmations are released. These updated screens are shown here:
   
   
   
   Note the 'Skip Conf' field has been removed since it has been moved to the Setup screen below.
   
   
   On the screen above (Setup>Fulfillment>Fulfillment Options) you'll need set the 'Email Account to Use' for each order source. To do this, click on each order source in the middle grid, choose the email account(s) you want to use and continue through the list of all of your order sources. Click Close when complete to save your changes.
   
   Below is the new Email Confirmations screen. We've added the ability to sort by any of the columns in the grid just by clicking on them. You can also now enter a BCC address to use so you can receive copies of any emails sent here.
   
   
   
   Also note that the text has changed on the Import Orders screen for the option to create order confirmations. This option now reads 'Create Order Confirmations':
   
   
   
   
7. Weight moved to SKU - In version 4 we moved pricing from the product level to the SKU level. In other words, you can set unique prices for every SKU (size/color.) In 5.2 we have moved the product's weight to the SKU level as well. This means that you may assign a unique weight to each SKU for a product.
   
   As such, you'll now find the Weight field under the Price/Inventory>Inventory tab as seen below. This is true even for products that do not have sizes/colors.
   
   
   
   When you install the 5.2 update, the installer will copy your product weights to all of the corresponding SKUs so there is nothing you need to do if all of your SKUs for a product are the same weight.
   
   
8. Source code requirement option - An option has been added so you can require your operators enter a valid Source Code (ad code) when adding a new customer to your mailing list. This new option can be enabled in Setup>Customers>Customer Fields as seen below:
   
   
   
   Note this only applies to adding new customers directly to your customer list. There is a separate option in Order Entry options if you want to require a valid ad code be selected before saving a new order.
   
   
9. Address Discrepancy Check - An option has been added which, when enabled, will tell CMS to warn the operator when an order is being saved with a shipping or billing address that does not match the customer/mailing address. This option was introduced to help catch situations where the customer's main address has changed but not the shipping and/or billing. Such a discrepancy could have been due to operator oversight, an address that was updated via NCOA or it may be legitimate.
   
   To turn this option on, go into Setup>Order Entry>Order Entry Options as seen below:
   
   
   
   Once enabled, the message you will see in such situations looks like this:
   
   
   
   The message you see displayed will change based on if the shipping or billing address do not match the customer/mailing address.
   
   
10. EDC time outs - We've improved the way CMS communicates with the credit card processors. If there is an interruption in CMS's communication with the processor and the connection cannot be resolved within 20 seconds, CMS will display a message to the operator letting them know that the transaction was not completed and the processor should be consulted to confirm if the transaction went through. This modification will also prevent CMS from hanging (appearing to lock up) when waiting for a response from the processor that never comes.
    
    
11. Charge processing safeguards - In previous versions of CMS it was possible to process a credit card (e.g. Order Entry or Apply Payments) and then exit that window (or exit CMS) without saving. In such cases the charge was still processed but, since nothing was saved in CMS, there was no record of the charge in CMS. In 5.2 we have implemented a number of safety measures that will prevent the operator from closing CMS or its windows when there is an unsaved and processed charge (approved or captured.) If such a situation occurs, the operator will be warned they must either save the order/payment or void the transaction.
    
    
12. Recipient shipping methods improved - For Multi-Ship type orders, when recipients are entered you may specify a default shipping method that you want used for any of their shipments. We've found that in most situations this option did not work properly and has been modified to work as expected.
    
    
13. Gift message warning - When entering a multi-ship order, you have the option to enter a gift message and copy it to all recipients. It was easy, however, to quickly do this and wipe out gift notes on other recipients unintentionally. To resovle this, CMS will now warn the operator that this gift message is about to be copied to all recipients and ask for confirmation.
    
    
14. Enter key in size/qty grid - There is an Order Entry option called "Handle Quantities in Size/Color Matrix" which allows your operators to enter in the quantity ordered next to each SKU for sized items. If you are using this option, you'll now be able to use the Enter key to move through the SKUs in the grid and also to exit the grid. With this option enabled you'll no longer need to click on OK to exit the grid.
    
    
15. Messages tab added to Manifest - In 5.0 we stated that the future of shipping with CMS is to ship from within CMS and not via external shipping systems like UPS Worldship. The benefits will be realized both in our CMS 6.0 release as well as in the forthcoming ShipRush module. A small change we've introduced in the mean time is a Messages tab on the Manifest screen which will be used to display communication information between CMS and its shipping engine. Such messages would inform you of successful processing or any errors. For the moment you will not see any activity here but expect to see that change with later 5.x patches and ultimately the 6.0 release this year.
    
    This Messages tab will display in place of the normal bar graph displaying the number of packages you have per carrier...which is rarely used with current methods of package processing.
    
    
    
    
16. Yahoo imports improved - We have enhanced our Yahoo import mappings to support Company Name and invoice Notes.
    
    
17. Automated Imports - New validation checks have been added to the Automated Imports module. You can now select the following options to prevent new orders from being created automatically when the these conditions are selected and met:
    
    1. States - Here you may select which states to manually verify.
       
    2. International - If this option is selected, any non-US orders will be removed for manual verification. You may additionally select other countries to exclude so, like US orders, they will be allowed to pass through without manual verification.
       
    3. Tax - You may select to manually verify orders that have federal, state and/or local taxes on them.
       
    4. Payment method - Orders which have payments using the methods you've selected will be placed in the Verify Orders screen for manual verification.
       
       A screen shot of these can be seen here.

BUGFIXES

LIST OF FIXED BUGS (versions 4.1.1.6 through 5.2.2.111) – 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 Request Tracker (RT) software. RT is the software we use internally to manage our bugs and enhancement requests and replaces our previous solution called TaskTracker. In the list of changes below, you'll often see a number following it and that is the RT number for more current issues or TaskTracker/TT number for older issues:

5.2.2.111

Orders : Apply Payments : when using Invoice Search, now properly tracks to invoice (if exists), otherwise tracks to first available invoice from order (if exists). 15339

Fulfillment : Fulfillment Manager : Verify Imports : imported payment amount does not get applied properly to partially fulfillable -1. 15767

Shipping : missing ship rate data for Parcel Select zones 6-8. 15958

5.2.2.110

Order Entry : problems when changing price-triggering Ad Code on existing orders, invoice level re-calculations were not immediate, caused invoice column to display on Money screen even though no delayed items exist. 15722

Order Entry : price changes to an item only hold when using the 'Enter' key...using the Tab key would allow the prices to get overwritten. 15427

Fulfillment : Import Orders : Prices on imported orders now considered 'edited' or 'frozen' by default. 15578

Orders : Payments : Payment Maintenance : credit card masking now active in Payment Problems section. 15601

Order Entry : Returns : returning a variable kit header item now returns the components as well. 15575

5.2.2.109

Order Entry : edits to item customization do not get saved. 15468

Order Entry : Gift Notes, new warning when trying to set gift note on all recipients. 15195

Shipping : now filling the 'ToCountry' xml element for Endicia integration. 14926

Order Entry : deleting a variable kit header item does not remove the components. 15560

5.2.2.108 : 2009 USPS shipping rates added including new method for Priority Mail Small Flat Rate Box. Corresponding support for Endicia integration also added.

5.2.1.107

Setup : eCMS : Product Export : failing because of product.weight reference. 15466

Order Entry : size/color products show product code duplicated on Invoice View screen.

5.2.1.106

Order Entry : Size/Color matrix, using 'Enter' to traverse the list failed if the list contained more rows then the default height of the grid. 15345

Order Entry : when entering a variable kit, the components were not being represented properly in the Item grid, which caused the user to drop down into the quantity field of the first component after entering the kit. Exiting from this field would decrement stock for the component, even though it had already been allocated as part of adding the kit. 15337

Order Entry : handling of variable kit components has been modified to disallow deletions and editing (except for package selection). Any modifications must be done through the 'Kit Info' screen.

Fulfillment : BO/FS fulfillment package creation, when virtual packages are found, now checks for newly existing and compatible packages (within the current fulfillment cycle) before creating another new package. 15377

Shipping : modifications to improve Shiprush processing performance and error handling. 15247

5.2.1.105

Fulfillment : UnShipped : error regarding nShipMethodID. 15346

5.2.1.104

Order Entry : SKU.Weight error when trying to add a variable kit. 15320

5.2.1.103

Order Entry : Past Items are not allocating stock. 14975

Order Entry : one-time items now correctly hold the entered Cost/Price values, even when editing existing orders. 14946

Order Entry : Negative balance showing on Order Summary after doing a return. 13068

Fulfillment : Fulfillment Manager : FS/BO fulfillments for multi-ship recipients with packages set for methods other than order level Default Shipping Method would still use the Default Shipping Method when fulfilling. 15138

Order Entry : multi-ship recipient 'Default Shipping Method' now saved and editable across OE sessions, also used when creating FS/BO fulfillment packages (if no virtual packages exist).

5.2.0.102

Order Entry : modifications to stop A/V's coming from the card swipe device in Order Entry. 14993

5.2.0.101

2009 Update to Shipping Rates, Zip Codes and Extended Area.

Setup : Order Entry : Order Entry Options : new option "Check for Address discrepancy prior to saving Order". 14929

Shipping : added support for UPS/Fedex Saturday Surcharge. 14952

Shipping : Zones for UPS Next Day Air (Saturday) were missing. 14951

5.0.3.100

eCMS : Catalog requests were not setting source codes. 14840

Order Entry : catching order closures/clears that contain newly obtained authorizations. 12248

Order Entry : error "ShipID does not exist". 14867

Order Entry : Returns : Return Reasons not saving. 14731

EDC : better handling of payment gateway communications to handle time-outs. 14736

5.0.3.99

Setup : Fulfillment : Fulfillment Options : email confirmations now tied to order source.

Fulfillment : Verify Imports : duplicate order confirmations are created when processing as a multi-select batch. 14812

5.0.3.98

Setup : Fulfillment : Fulfillment Options : email confirmations now tied to order source.

Order Entry : Kits pulling stock are not de-allocated when forced onto BO. 14548

Customers : unable to scroll off of 'New' customer record when Autosave is engaged. Regressive from 14415. 14618

Order Entry : order of multi-payments is getting switched after saving. 14627

Order Entry : more work on POS and rounded values. 14550

5.0.3.97

Order Entry : Total of a fulfilled BO line item showing double amount on Order Summary (item roll-ups). 13832

Fulfillment : Fulfillment Manager : Email Confirmations : emails are being sent using the Biller email first, Maillist email second (now uses Maillist first, Biller second). 14559

Fulfillment : Import Orders : Yahoo imports now bring in Company and Invoice Notes.

Order Entry : Size/Color grid, now returns to Order Entry if 'Enter' key is hit while on the bottom row of the grid. 14573

5.0.3.96

Fulfillment : Fulfillment Manager : Verify Imports is not setting the WeightPerItem field. 14671

5.0.3.95

Order Entry : more work on dealing with POS rounding issues.

5.0.3.94

Order Entry : Returns : A/V when doing an Exchange. 14577

5.0.3.93

Order Entry : POS, change calc not handling rounded values (discounts) 14550

5.0.3.92

Order Entry : Returns : returns against POS orders that included Local tax were not producing a return of the tax. 9672

Fulfillment : Batching : POS filter was not being recognized.

5.0.3.91

Setup : Customers : Customer Fields : added 'Required Fields For New Customers' -> "Source Code" (new customer saves require user to fill in Source Code). 14415

Fulfillment : Import Orders : AI, attempt to process orders with kits is failing even though stock is available. 14292

Order Entry : error 'list index out of bounds' when moving off of Shipping screen and no 'Default Shipping Method' was chosen. 14352

Order Entry : better handling of Enter/Tab in Price/Line Discount fields.

Fulfillment : Fulfillment Manager : BO's not processing when imported data has incongruent LINE_ID fields in ITEMSORD. 14470

Order Entry : POS orders with Local Tax, the tax was not being accounted for when determining whether change should be given for payment.

5.0.3.90

Fulfillment : Manifest : added message window/tab to display rolling history of messages (mainly for use when 'silent' mode is in play...serial scanning).

Setup : Products : 'Weight' moved to SKU level.

5.0.3.89

Order Entry : support for Retail EDC.

Order Entry : when user says 'no' to one-time item, an item was still getting used.

Order Entry : POS not defaulting to Default POS warehouse selected in Setup.

5.0.2.88

Fulfillment : Import Orders : AIM filter for States added. 14133

Fulfillment : Fulfillment Manager : unable to fulfill future ships with 100% discounts. 14305

Fulfillment : Manifest : new scanning feature was failing on line feed characters.

5.0.2.87

Order Entry : FS/BO fulfilled items would lose their package assignment when cycling through Qty field. 14187

Fulfillment : Manifest : added UPS XML support. 13618

Setup : General : Workstation : moved barcode scanner setup to the 'Serial' tab. 14068

EDC : corrected Auth.NET duplicate checking. 14318

5.0.2.86

Order Entry : duplicate packages created when cycling through fulfilled future ship item. 13828

Order Entry : Returns : discount reversal amounts could be wrong when doing returns against future ships. 14020

Fulfillment : Fulfillment Manager : CMS would allow cancelled, unfulfilled FS items to be fulfilled, without any indication that the fulfillment was going to happen from Fulfillment Manager. 13941

5.0.2.85

Automated Imports Module: added filters for International, Tax, and Payment. 13700

Automated Imports Module: now honoring setting for "Require Ad Code when Saving Complete", and allowing blank AdCodes in the case where it is not required. 13995

Orders : Payments : Apply Payment : Total column on the Apply Payment window does not include the Additional adjustments, and payment applied can be applied incorrectly. 13757

5.0.2.84

Orders : Payments : Apply Payment : Total column on the Apply Payment window does not include the Additional adjustments, and payment applied can be applied incorrectly. 13757

Fulfillment : Staging : package 'Processed' status is now updated in real time. 13903

Fulfillment : Staging : can now select in Staging grid with right-click. 13903

Fulfillment : Staging : Shiprush EOD : 'Printed' column now properly reflects printed status even in the case of duplicate packages.

Fulfillment : Staging : Shiprush, now calling web service from a separate thread to avoid deadlock. 13903

5.0.2.83

Order Entry : reverted disable of Packages combo based on Sent Qty. 13657

Shipping : ShipRush ZPL Print speed now configurable. 13760

5.0.2.82

Apply Payments : showing invoices with a balance due less than a penny. 13379

Shipping : DHLPackages view now includes InvoiceID. 12797

Customers : Maillist : 'Customer: Date of First Contact' now exports properly.

Fulfillment : Fulfillment Manager : Email Confirmations : order/shipment confirmations will now only be created if valid email (mailing or billing) exists. 13199

Shipping : UPS Ground Rates for 76 lb packages were wrong. 13458

5.0.2.81

Fulfillment : Manifest : USPS manifest, addressed problems with Flat Rate Packages and problems with reprinting (accumulated totals were not getting reset). 11899

Order Entry : line item totals now properly reflect Sent*Price properly. 13465

Order Entry : when editing multi-package orders, certain actions would cause packages to disappear from the Shipping screen. 13526

5.0.2.80

Fulfillment : Fulfillment Manager : Verify Import failure when Recipient has blank shipping address. 13425

Order Entry : POS Module : Cursor now in quantity field after item scan. 9754

Order Entry : POS Module : After saving POS order new order should start on Items screen. 9676

Fulfillment : Fulfillment Manager : One-time items on BO were not fulfilling. 13328

5.0.2.79

Shiprush : fix for Maxicode.

5.0.2.78

Order Entry : Returns : Cancel of an unfulfilled BO/FS that was Bill Delayed and taxed will not reverse tax. 13071

5.0.2.77

Order Entry : problem with Package# combo on Items screen, not getting populated. 12431

Order Entry : POS interface modifications. 9673 9756 9792

Order Entry : BO package handling improved, no chance for 'mixed' packages anymore. 12829

Reports : Invoice Summary w/ Rev Accounts not displaying the summary on the last page. 13183

5.0.2.76

Fulfillment : Import Orders : Wizard format imports were losing phone number information. 12920

Customers : Maillist : Maillist Filters : under certain Windows configurations, when editing a customer SQL query in Mail Filter; the Box is stretched along the whole window and Buttons are not showing. 12864

Shipping : Shiprush EOD was printing the same UPS label data for every label. 12991

5.0.2.75

Support added for ShipRush version 6.x.

Assorted fixes to the following reports:
Batch Status
Fulfilled Order Status
Invoice Template, Invoice Template-NBC and Invoice Template-Summary
Items on Backorder
Order Processing Summary
Payments Received/Applied

5.0.2.74

Order Entry : POS module now available to CMS Standard.

5.0.2.73

Order Entry : Returns : error regarding HASQTYDISC field missing. 12865

5.0.2.72

Setup : Products : problems with DPG. 12618 12488

Fulfillment : Verify Imports : Items are getting assigned to separate packages under every circumstance. 12767

eCMS : Admin Browser : 'p' key was being handled as 'F1', which brought up the online help. 12703

Order Entry : CMS should not generate Email Order Confirmation for retrieved (older) orders that are Edit&Saved. 12521

Order Entry : When re-saving a retrieved previously saved order OR after doing a Return, the Shipped date on All previous Returns is set to Today's date. 12612

5.0.2.71

Fulfillment : Import Orders : imports using Wizard formats were losing their payments. 12691

Maillist : Merge/Purge : no longer allowing a customer to be merged into itself. 12221

5.0.2.70

Fulfillment : Fulfillment Manager : possibility with FS/BO, when number of fulfillment items exceeds 499, a 'Lot Save Error' message would be displayed trying to fulfill. 12578

Order Entry : The "Change" field on OE Money screen is erroneously showing up for non-POS-module orders. 12675

Order Entry : The Subject line of an "Email for Invoice" from OE, is not filled in with the Subject of the Chosen Letter From Existing Letters. 12429

5.0.1.69

Fulfillment : Fulfillment Manager : FS/BO fulfillment packages had incorrect cost calculation. 12538

Fulfillment : Fulfillment Manager : FS/BO fulfillments created wrong package id for new packages, and items were getting reassigned out of their proper package (often doubling up items into a single package). 12526

Fulfillment : Verify Imports : Payments not getting properly applied to imported orders. 12541

5.0.1.68

Order Entry : no "Parcel Post" rates. 12287

Shipping : Endicia setting for FLATRATELARGEBOX. 12262

Customers : No history refresh after sending email from customer section. 12398

Fulfillment : Verify Imports : Imported Future Ship Orders did not get the Correct Fulfill date assigned at Verify Imports. 12462

5.0.1.67

Order Entry : problems with alloc/dealloc of stock when saving proformas/temps. 12314

5.0.1.66

Fulfillment : Verify Imports : imported future ships lost their 0.00 payments and payment information upon saving of the order. 12373

5.0.1.65

Order Entry : Order Entry : recipients set to save as new customers on multi-ship orders were not being saved as new customers. 12282

5.0.1.64

CMS : changed updates URL. 12099

Fulfillment : Verify Imports : verifying imported orders caused order numbers to get skipped. RT 12080

CMS : updated Help file, What's New.

CMS : additional context sensitive help in many areas.

Customers : Maillist : Mail List Filter : filter choices displayed on wrong lines. 9786

Customers : Maillist : Mail List Filter : error when viewing SQL. 9790

Order Entry : when verifying imports, if pre-save validation fails, CMS tries to close the OE window. RT 12091

Fulfillment : Import Orders : AIM was not ignoring 'Locked' orders when 'Reprocessing'. 9758

eCMS : Admin : browser not accepting keystrokes. 12134

Order Entry : payment problems could cause payments to get lost, even though the order appears to save correctly. 12137

Order Entry : when verifying import, if reforderid already exists in orders, the order is not saved, and the user gets no feedback as to what has occurred. 12138

Accounting : Bank Deposit : error 'cdsChecks not in edit mode' when trying to set deposited. 11455

5.0.1.63

Shipping : ShipRush : ID line was not printing for ZPL label. TT3011

Fulfillment : Manifest : Print USPS Manifest, error "rpt3600.rav not found". TT 3012

Added support for GMail (SMTP with secure connection (SSL)).

5.0.1.62

Order Entry : Returns : Refunds caused doubling of received amounts on -1. TT 3010

Order Entry : Returns : incorrect summary information (shipping, etc).

5.0.1.61

CMS : F1 key for help on main form restored.

5.0.1.60

eCMS : When the command line /track parameter is used with CMS, Products Upload to eCMS raises an error : "An error occurred trying to connect to the database as administrator" TT 2986

5.0.1.59

Order Entry : on partial BO order, with option 'Apply Shipping Charges to first Fulfillment', the -1 was getting the full shipping charge. TT 2940

In fulfillment manager, all items should be checked (Fulfill flag) and the order should be fulfillable in 1 click (if all items have the available stock, except the Non-Inventory items). TT 2999

Setup : Fulfillment : Fulfillment Forms : When editing a previous or new Crystal invoice in Setup > Fulfillment >Fulfillment Forms, the six options on the right side of the screen are not editable. TT2994

Printing : Print Task "Payment - Charge Card Number" now displays correctly when encryption is on. TT2968(related)

Order Entry : Returns : returns against FS/BO unfulfilled/fulfilled were not reversing the discount properly. RT 8593

Order Entry : Returns : CMS was (sort of) allowing a cancelled BO to be repeatedly "cancelled" (it was being interpreted as a FS). TT 2976

CMS Help : updated Reporting Guide.

Shipping : USPS 3600-R updated with Flat Rate Box rates and data.

Order Entry : Returns : When an order has an exchange for an inventoried product, and then the order is edited and re-saved, an amount of inventory equal to the amount of the exchanged item will be placed back into inventory. TT2751

Order Entry : Product Group components that use Product Group pricing (instead of normal pricing) are getting a price equal to (qty of component x Product Group Price) instead of just Product Group Price. TT 2977

Order Entry : CMS restocks twice what it should after 'Changing the amount ordered' of an item on a retrieved previously saved order. TT 2975

Order Entry : Returns : Returning an unfulfilled BO produced an Additional Adjustment on the original unpaid invoice even when the order was not "Bill Delayed...". TT 2971

Order Entry : Returns : When trying to return items on a fulfilled discounted FS/BO (FutureShip or BackOrder) order the Discount is not reversed.(originally posted as
fixed in 0.0.0.41) TT2755

Accounting : Past Due : support added for Crystal Invoices. TT2936

Fulfillment Manager : Fulfillment of Partial BO's was generating incorrect BO data. TT 2969

Customers : Maillist : Export : added field "Frequency".

Setup : Inventory : Product Groups : added support for "Normal Pricing".

Order Entry : fractional qty problem with kits. TT 2844

Order Entry : variable kit components that were dropships were not generating PO's.

USPS Zipcode Update / June 2008 data.

Fulfillment : Import Orders : tweaked address validation to force look at first/last/company and city (these were being skipped under non-ideal circumstances)

Purchasing : PO's with multiple receipts will not display an expiration date unique to each receipt, only the last. TT 1872

Printing : added support for CMS Crystal Statements (currently used as email attachments only).

Order Entry : On BO Order, non-bill delayed,CMS prompted the correct amount for the payment (matches invoice 1) but is warning that this payment will generate customer credit, even though the amount is correct for the -1 fulfillment.

Customers : For an existing customer with existing ship/bill phone numbers, editing the ship/bill phone numbers in OE and then resaving customer from customer section (whether auto or manual) causes the bill/ship phones to disappear. TT 2930

Setup : Order Entry : Order Sources : Name was getting lost when creating a new order source. TT 2923

Printing : Print Task "Invoice - Tracking Number (First Only)"

Customers : Maillist : Address Correction : NCOA Export now limited to US customers. TT 2686

Setup : Company : Name/Address : Phone/Fax fields widened to 14. TT2785

Printing : Print Task "Invoice - 2 Line Bottom Totals (Full)" now handling discount reversals (discounts on returns). TT1653

Setup : Payments : Payments Accepted : added support for 'Google Checkout'.

Accounting : Bank Deposit : no checks were showing for the 'current' day.

Order Entry : When pushing the Clear button on a previously saved order, the stock was de-allocated even
on existing line items. TT 2967

*******************************

4.1.3.35

Order Entry : When pushing the Clear button on a previously saved order, the stock was de-allocated even
on existing line items. TT 2967

Order Entry : CMS restocks twice what it should after 'Changing the amount ordered' of an item on a retrieved previously saved order. TT2975

4.1.3.34

Fulfillment : Fulfillment Manager : Back Orders : CMS was not properly handling forced partial BO fulfillments.

4.1.3.33

Order Entry : calculated shipping charges on a saved order can change when editing the order even if the user responds "No" to the dialog asking whether a shipping recalc should take place. RT 8817

4.1.3.32

Customers : For an existing customer with existing ship/bill phone numbers, editing the ship/bill phone numbers in OE and then re-saving customer from customer section (whether auto or manual) causes the bill/ship phones to disappear. TT 2930

Setup : Company : expanded phone fields to 14 chars. TT 2785

Order Entry : Internal Notes from the current order are getting applied to the next saved order. TT 2931

4.1.3.31

Shipping : updated USPS First Class Package and Priority Flat Rate Box/Envelope charges.

4.1.3.30

Customers : added protective catch to find attempts at updating phone records erroneously.

4.1.3.29

Shipping : DELIV_CONFIRMATION not found error, regressive from 4.1.3.28

4.1.3.28

Shipping : CMS is defaulting to always set the delivery confirmation to true for Endicia. TT 2888

Shipping : USPS 2008 Rates updated.

4.1.2.27

Shipping : Shiprush : added EPL logging.

4.1.2.26

Shipping : Shiprush : separated offsets between CMS and Shiprush data.

4.1.2.25

Shipping : Shiprush : more changes to how Staging handles reprocessing, status changes.

4.1.2.24

Shipping : Shiprush : Staging now updates more reliably (across different status values) on voided packages (from EOD screen) in real time.

4.1.2.23

Customers : Flags and Financials : unable to reliably edit the Tax ID. TT2655

4.1.2.22

Shipping : Shiprush : Staging now updates status on voided packages (from EOD screen) in real time.

4.1.2.21

Shipping : Shiprush : now handling vertical labels.

4.1.2.19

Shipping : Shiprush : handling product/gift note word wrap better.

Fulfillment : Staged Fulfillment : Staging : Error when trying to set Product node as 'Not Processed'.

Fulfillment : Staged Fulfillment : ShipRush EOD : Current EOD list now sorted by Ship Date.

Fulfillment : Staged Fulfillment : ShipRush EOD : when reprinting Current EOD list, "Printed" flag is now properly determined, and so reprinting will not occur.

4.1.2.18

Additional logging functionality added.

4.1.2.17

Customers : Regressive from TT 1959, all phone numbers getting lost or edited when saving the customer.

4.1.2.16

Customers : Edits to existing shipping or billing phone numbers are not saved. TT 1959

Order Entry : adding additional line items to an existing order that has items with quantity discounts caused the discounted items to revert to single item price. TT 2808

4.1.2.15

Product Information : problems when changing values and then using Alt-S hotkey for save. TT2883

4.1.1.14

  Shipping : added support for "Priority Mail Flat Rate Large Box".

4.1.1.13

  Shipping : USPS Flat Rate methods are being processed in Endicia as rectangular parcels instead of flat rate.

4.1.1.12

  Order Entry : If an item was partially forced onto bo, if you remove that item from the saved order or change its qty, the amount that should have been restocked is doubled. TT2860

  Order Entry : Returns : The tax for a returned product on an order with a discount or adjustment amount is not calculated correctly. TT2594

  Order Entry : Returns : Added warning dialog when credit is being issued to customer. TT2879

  Order Entry : Variable Kit Components are not assigned to a Package# (which is not created at all). TT 2832

  Order Entry : Product group components added to the order at zero price get that price value changed to the current price for the price category if ANY items are added to the order post-save. TT 2864

  Customers : Maillist : Address Correction : When using a compound filter, duplicate records appear for customers who match more than one criteria in the filter. TT 2862

  Order Entry : Inventory is not properly returned when new allocations are made against existing line items and then deleted prior to saving.  Especially problematic when modifying Fulfill versus BO numbers. TT 2877

  Order Entry : Using the quantities in the sku grid option, for a sku that was already added to the order, if you reduce the qty ordered to 0 no qty will be restocked and the sku still shows on the View Invoice screen as 0, 0, 0. TT 2756

4.1.1.11

  Fulfillment : EDC : "Capture Only Shipped" checkbox was not getting set by default based on the EDC setup option.
TT 2872

4.1.1.10

  Installer : during database update, it was possible to encounter error 'Table Pricelevels - Primary key violation'
 
4.1.1.9

  Setup : Inventory : Products : Unable to enter zero cost for Per Product S&H if it is currently more than zero. TT2141

  Setup : Inventory : Products : Per product shipping and handling charges are not saving properly. TT2569

4.1.1.8

Additional EDC logging information added for troubleshooting purposes.

4.1.1.7

ODBC Registry permissions handled better.

Fulfillment : Import Orders : a customer record was being created for buyer if setting for Order Entry Options - "Always save Multi-Ship Recipients as New Customers. TT2849

Fulfillment : Manifest : corrected problem in setting of Endicia package types for flat rate items.

eCMS : Product Data Export : Error when trying to export product to ASCII. Message - price_id not found.

4.1.1.6

Order Entry : Past Items screen causes correlation error when trying to sort the grid by the product code. TT2839