CMS
Version 5.2.3 release notes
Welcome to CMS version 5.2.3! This update focuses on the CMS modifications necessary to support the new shipping rates for USPS which are effective May 11th, 2009. Other minor changes have been added along with a few reports and of course bug fixes. See below for additional comments/recommendations on when to install CMS updates that affect shipping rates.
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
Version 5.2.2 Release Notes
READ BEFORE
INSTALLING 5.2.3
RELEASE CODES - You may install this update using your current release code. No new release code is required. This release code should be populated for you automatically when installing. If you need it though, you can retrieve it by logging into the Support Downloads section of our website or contact us directly.
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.
When to Install - The shipping rates in CMS will be updated when you install the 5.2.3 update. As such, you should time the installation of your update to coincide with when you want the new rates to be available.
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, Endicia/DaZzle, Ship Manager, 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 5.2.3
Database changes (Provided for the benefit of those who write their own reports or connect to the CMS database from other applications.)
No database changes were made in 5.2.3. Database changes were, however, 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.
Windows Vista and 2008 Server:
We are continuing to test CMS on Windows Vista. While we have not formally announced support for Vista yet, early testing has not revealed any compatibility problems with Vista Business or Vista Ultimate. As with Windows XP, we will not be supporting the 'Home' versions of Vista including Vista Basic and Vista Home Premium. Until we announce support for Vista you should continue to run CMS on Windows 2000 Pro or XP Pro for your workstations. We will continue testing Vista and will likely announce support for the Business and Ultimate editions later this year.
2008 Server is the 'Vista' version or replacement for 2003 Server. Like Vista, we cannot yet support this operating system. If you are purchasing a new server you'll want to use 2003 Server. While 2008 Server will require many of the same modifications (namely to the installer) that we'll have to make for Vista, your database server (Sybase) is also running on the server so that too must be tested to ensure compatibility. As such, Vista support will be announced before 2008 Server. However, unlike XP Pro, 2003 Server will continue to be available for some time so you should not have any troubles finding a server with this operating system.
CMS Version 5.2.3 New Features List:
5.2.3
ENHANCEMENT DETAILS
1st Class Package
Media Mail
Parcel Post - Note that Parcel Post is no longer based on inter/intra-BMC or machinable/non. It is purely a zone and weight based shipping method.
Details on the USPS May 11th 2009 rate change can be read here.
Physical Inventory report enhanced- We've added a column to this report for 'allocated'. This column represents all of the stock that has been decremented from the total inventory count in CMS and allocated to unshipped orders. This will help you compare your physical counts to those in the report in situations where you have not been able to pick/ship all of the orders in CMS before counting. For example, if you have 10 on the shelf but 2 are allocated to unshipped orders, the stock level in CMS and the report would have said 8 but there would be 10 on the shelf. Now, in the new version of the report, you will see 8 in stock plus 2 allocated.
The only way CMS knows if an item has been picked is if it is shipped. To effectively use this report you must be setting shipped dates on your orders and have done so for all picked orders before printing the report.
LIST OF FIXED BUGS (versions 5.2.2.108 through 5.2.3.139) – 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:
5.2.3.139
Order Entry : editing an order with some fulfilled, some back ordered, when using spending table, if edit made that would
cause an invoice update (notes, for example), the shipping formulas would look at total of back ordered items as (order qty x price) instead of (sent qty x price),
resulting in the -1 getting the entire amount of shipping calculation, and subsequent back order fulfillments getting zero. 20454
5.2.3.138
Wizard Importer : error 'function sequence error' and failure to import dates > 1/1/09. 19484
5.2.3.137
Order Entry : Returns : Exactor values wrong, potentially the result of uninitialized variables. 19292
Fulfillment : Import Orders : AIM : International Exceptions failed when internal country code (CMS) was one that had zero-padding ('001' = Canada). 19051
5.2.3.136
Customer Todos : users experiencing long delays when adding/editing todos. 19150
5.2.3.135
Order Entry : Exactor now using Alt ID for tax exemption ID.
Order Entry : item level proportional values (shipping, service, etc) are now properly updated when editing an order.
Customer : Maillist : Email : error "Field FILT_CT not found" when trying to send a merge letter. 18850
5.2.3.134
Order Entry : Returns : Exactor tax on order was not getting updated.
5.2.3.133
Fulfillment : Fulfillment Manager : FS options now mirror BO options. 17977
Fulfillment : Fulfillment Manager : BO support for Partial Orders, the check for partials only worked if there was zero in stock, as opposed to there being too little in stock.
Shipping : Shiprush : Resubmit now sets proper staging status.
Shipping : Shiprush : Void handling improved.
Fulfillment : Fulfillment Manager : Printing rule for 'Omit Declines' is now recognized in BO/FS lists. 17132
Order Entry : support for Exactor.
5.2.3.132
Order Entry : Tax category on one-time items is now retained across oe sessions. 17602
5.2.3.131
Order Entry : Returns : support for Adjustment Reversals added. 12500
Order Entry : Continuity, non-PGP items, if fulfilling at time of continuity creation, were not being properly allocated. 17962
5.2.3.130
Shipping : Shiprush, added support for seperate address validation server. 17457
Shipping : Shiprush EOD, status messages have been restored to show counts, duplicates. 17457
Fulfillment : Staging : Shiprush processing, now halts if communications error (or other hard error) is encountered.
Shipping : correction of Endicia package type information for Express Mail Flat Rate, First Class Flat, First Class Envelope, Priority, Mail Flat Rate Small Box. 17828
Fulfillment : Fulfillment Manager : FS/BO paid with credit card were finding the first card used, not the last, when fulfilling. 17902
Printing : Crystal Forms were not recognizing the "# of Copies to Print" setting. 17331
5.2.3.129
Fulfillment : Fulfillment Manager : error "qryBOOrders: Cannot perform this operation..." 17936
5.2.3.128
Printing : regressive issue with task 'Package - Invoice Number with Package ID #' in that non-invoice usage was causing error "Invalid Typecast". 17888
5.2.3.127
General : changes made to attempt handling rollback issue.
5.2.2.126
Solo Install Issue
5.2.2.125
USPS May 2009 Update
5.2.2.124
Order Entry : using the Continuity Wizard, if products were setup with Per-product shipping charges, those charges were not recognized by any shipping formula. 17594
5.2.2.123
Order Entry : when manually adding a PGP to an order with a fulfill date in the future, the PGP's components received a fulfillment date equal to the earliest fulfill date on the order. 17503
Order Entry : when changing the default fulfillment date on the order, the line item fulfillment date would not change if waiting for new item input, so the new item would get the wrong fulfillment date. 17550
5.2.2.122
Order Entry : Product Group 'headers' were getting placed into a box even if they were set as Non-Shipping. 17505
Order Entry : S/H charges on -1 were being calculated w/o regard to whether packages were virtual or not. 17500
5.2.2.121
Order Entry : Product Groups were not being added to the order properly when using the Continuity Wizard. 17350
5.2.2.120
Reports : updated Product Sales By Volume,includes Start/End dates.
Fulfillment : Fulfillment Manager : FS/BO fulfillments governed by 'Per Package' shipping formulas were not calculating proper shipping charges. 17119
Reports : "Physical Inventory" report updated to show 'allocated'. 17065
Orders : Payments : Apply Payments : message "Although the customer was identified, a match to the Invoice could not be found within the list of open invoices." is incorrectly raised when retrieving Open invoices by customer#. 17050
Reports : "Customer Duplicate Check" report updated to better determine which address line is primary. Also added customer frequency and spending amounts. 17040
Setup : eCMS : Options : Global Options, Download Interval was not saving. 16960
Order Entry : when using the size/color grid for quantity entry, if a BO and a non-BO were entered at the same time, and the BO item has a higher position in the list, then the resulting package would contain both the BO and non-BO items. 16951
Fulfillment : Staged Fulfillment : Shiprush EOD screen, added "Packages To Print" tab.
Fulfillment : Fulfillment Manager : The checkboxes used to allow/disallow line item fulfillment are being ignored when user unchecks to disallow. 17197
Purchasing : when refreshing list of PO's in main Purchasing screen, if sorted by Vendor Sku, produced error messages 17142
Order Entry : Credit Card processing, when processing POS Module orders w/o a Retail account defined, the system was not defaulting to the MOTO account. 16961
Fulfillment : Import Orders : Auto Import filter for International orders now looks at XML element 'CountryName', instead of just 'CountryID' (ISO code). 16578
Order Entry : POS Module orders now use the 'Invoice Printer' setting in Setup : Order Entry : POS Module. 15688
5.2.2.119
Fulfillment : Fulfillment Manager : fulfilling BO's was failing to properly decrement inventory. 17071
Printing : InvoiceTemplate.rpt updated (packing slip,shipping summary,address info). 16442
5.2.2.118
Setup : Inventory : Product Tax Categories : added 'Tax Configuration Report'.
Reports : Sales : added 'Taxable Sales' report.
Customers : Maillist : Merge/Purge : notes from both customers are now being saved. 12031
Orders : Apply Payments : payments would get 'unapplied' and generate customer credit under certain circumstances. 15951
Order Entry : editing an existing order, if editing from Items screen to the point of affecting financials (deleting an item, for example), and then saving directly from the Items screen, the invoice data did not get updated. 16073
Reports : Staging Components report updated. 16511
Yahoo : YahooCMS.xsl updated, now contains GiftWrapMessage->GiftNote mapping. 15777
5.2.2.117
Order Entry : when setting an existing, taxed order as tax exempt, the Order Summary did not reflect the change. 16585
Printing : Print task 'Package - Invoice number with package ID' now prints first shippable package, ignoring virtual packages. 16195
5.2.2.116
Order Entry : Adding a payment to an order with a multi-distributed payment caused a negative balance. 16393
Order Entry : Unit price now being handled properly past 2 decimal places, was causing rounding issue which caused split order/invoice columns on money screen. 15995
5.2.2.115
Fulfillment : Verify Imports : check for unhandled authorizations made it difficult to close an import verification without saving it. 16192
Order Entry : Default Price Category was not being triggered. 15698
Order Entry : Shipping/Billing address compare to Mailing during save now ignores email. 16085
5.2.2.114
Shipping : Shiprush processing was not properly requesting email notifications. 16112
5.2.2.113
Setup : Fulfillment : Package Weights config was not being properly recognized. 16004
Order Entry : 'Changeback' amount was not getting reset for subsequent orders. 16244
5.2.2.112
Shipping : Best Shipping rule implemented.
Order Entry : Salesperson combo now shows matching text. 15829
Shipping : UPS/Fedex views updated for COD amounts. 15855
Order Entry : Returns : CC masking now working in Returns and Customer Credit/Refunds.
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.