CMS Version 6.0 Release Notes

 

Introduction

Welcome to CMS version 6.0! This update includes new features, enhancements to old features, bug fixes, performance enhancements, new integrations, new reports and forms and lays the foundation for our upcoming Address Validation Module.

In the coming months we'll have a supplemental 6.x release which will include additional features we've been working on that did not clear testing in time to make the cut for 6.0. More importantly, the next 6.x release looks like it will be our PA DSS validated version which will satisfy the requirement that you be running a PA DSS validated order processing application by July 1, 2010. We are currently engaged with a PCI certified QSA firm to validate CMS. It is a little uncertain how long it will take to complete but it looks like a 2-3 month window. Please refer to our Wiki article on PCI Compliance for more information on PCI and PA DSS.

 

READ BEFORE INSTALLING 6.0
Important points to note before installing to ensure you are prepared to transition to the new version.

Printing credit card numbers - In the past CMS gave you the option of printing either the full credit card number or a masked version (e.g. XXXX XXXX XXXX 1234.) PCI requirements prevent us from continuing to offer this option. Thus, in 6.0, we have removed the options to print an unmasked credit card. If your operation is still reliant on printing these number from CMS (e.g. to then key into a terminal or payment processing software) you must change your procedures before moving onto CMS 6.0. Please contact NewHaven Software to review your alternatives.

Installing - During the installation of version 6.0 you will be asked to enter your 6.0 release code. Release codes from previous versions will not work. You can access your new 6.0 release code by logging into the Support Downloads section of our web site. Just enter your customer number and zip code to log in.

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 HERE. If you are upgrading from a version earlier than 5.2.3 please take the time to review the release notes from previous releases for important and valuable information.

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

Itemsord table - LINEITEMDISCOUNT added to store the discount percentage, CUSTOM_USER1 and 2 added to store customization information for the new 6.0 customization fields.
Invoice table - Added assorted fields to support the forthcoming tax api integration with Exactor.
Orderhdr table - Status_update field added to facilitate CMS knowing when an order status needs to be uploaded to your site. Also added a field for the total order's tax for the Exactor tax integration.
Todo table - Void field added to allow catalog requests and possibly other Todo type to be voided (instead of deleted or marked done.)
Products table - Added remove_product_group_header for the corresponding feature of the same name.
Prod_ld - New table to store product discounts and their effective dates.

XML Changes - Provided for the benefit of those importing orders, catalog requests or exporting product data using XML.

Fields have been added in preparation for support of exporting variable kit product data and importing orders with variable kits. With these in place CMS can support such exporting and importing but neither is currently supported by eCMS.
Added field for the new user-defined customization fields.
Added fields to the product export for sale pricing and effective dates.

Integrations - All of our supported integrations will continue to work in 6.0 as they have in 5.x. These include UPS, FedEx, Endicia, Authorize.net, eCMS, ShipRush and Peachtree. If you have created custom integrations with other software, please test those with 6.0 before deploying 6.0 in your production environment.


READ BEFORE USING 6.0
Important changes to existing features in CMS that may affect your day to day use of CMS.

Endicia Users - Warning! When you go into the Manifest screen in CMS now, you will no longer see an Endicia button. This is expected. We have removed the Endicia button and integrated its function into the Label button which you'll find in about the same place on the screen.

Fulfillment Manager - Do not panic when you open the Fulfillment Manager and find no data there. In order to improve the loading time of the tabs in Fulfillment Manager, they no longer automatically display data. You must first choose your dates or other parameters and then click Refresh. Read more in the Fulfillment Enhancements below.

Catalog Requests - If you use the Catalog button in CMS and/or import catalog requests, the fulfillment of these requests has changed quite a bit and is greatly improved. Please be sure to read the section on Catalog Requests below.

Order Entry Discounts - There is a new field in Order Entry that allows you to discount individual line items by percentage. You do not have to use this field but please familiarize yourself with what it does by reading the section on Line Item Discounts below.

Order Entry 'Use Selected Name' - On the Customer tab of Order Entry you'll see we have moved the 'Use Selected Name' button from just below the grid to just above it. The feature still works as it has before and the Windows hotkey of Alt-U still works. We've had to make a few changes in Order Entry and the Contact Manager (Customers) screens to facilitate the upcoming Adress Validation Module and its new 'Validate' button.

Product/SKU editing - If you have products with sizes or colors (SKUs) you'll find we have changed the SKU grid in the product section to prevent errant edits. Please read about this feature here.

eCMS Automated Downloads - If you want CMS to automatically download orders from eCMS, there is a new configuration option that you'll want to set. This new option allows you to enable or disable the automatic download for each of your eCMS stores. By default this will be on for all stores so you'll want to make sure this is disabled for any test stores or stores associated with other CMS databases. See the listing for Order Status Uploads for a screen shot of the new setting.

Windows Vista and 2008 Server

Vista support is here! Like XP, we cannot support the Home versions of Vista but we can work with the Business and Ultimate versions. Early testing looks promising for Windows 7 as well and we expect to announce support for it as well in our next release.

2008 Server is the 'Vista' version or replacement for 2003 Server. 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've had to make for Vista, your database server (Sybase) is also running on the server so that too must be tested to ensure compatibility.

CMS Version 6.0 New Features List:

  1. Line item discounts
  2. Sale pricing / scheduled discounts
  3. eCMS sale (Special) pricing
  4. eCMS Order Status
  5. eCMS download looping
  6. Best Shipping
  7. PCI changes
  8. Catalog Request processing redesigned
  9. UPS Worldship XML integration
  10. Automated shipping label processing
  11. Process shipping labels days in advance
  12. Fulfillment enhancements
  13. Updated city/state/zip data
  14. Enhanced Variable Kits
  15. Enhanced item customization features
  16. Product Groups improved
  17. New reports
  18. Enhanced reports
  19. Help solutions expanded
  20. POS checkbox repositioned
  21. Global BCC email option
  22. Customer Search on Primary Notes
  23. New customer default search options
  24. Custom Order Sources can be used as your default in Order Entry
  25. New options in Returns
  26. Vista workstation
  27. Performance enhancements
  28. Product edits locked down
  29. Address Validation Module (beta/optional)
  30. Bug Fixes

6.0 ENHANCEMENT DETAILS

  1. Line-item discounts - In Order Entry, you can now apply a unique discount percentage to each item. You'll find the new discount percentage field just to the right of the price. While in the price field you can Tab once to move into the Disc% field. The discount will be applied just to that line item and you'll see the new discounted Total as soon as you lave the Disc% field. Just press Enter as you would from the Qty or Price field and CMS will apply the discount and move on to the next line item.



    Further, any line-item discounted by a percentage is then no longer discountable at the order level. So, for example, if you were to apply a 15% to one item on an order and not to others, and then applied a 10% discount to the whole order (Money screen), the 10% would only apply to the items not already discounted.

    Discounts can be any whole number from 1-100%. We do not support fractionally percentages like 10.5%.

    If you'll be using line-item discounts, consider how you might want to change your invoice form to show the discount, discounted price, or amount saved for each line item. Solutions are available both for traditional CMS and Crystal invoices. For example, for CMS invoices you'll find print tasks for the line item discount percentage, the discounted unit price, and the amount saved. For Crystal, we have created a new template using these discounts.

  2. Scheduled discounts (items on sale) - In conjunction with the new line-item discount feature described above, you can also now tell CMS if and when you want discounts to be automatically applied. Using the new fields you'll see in the screen shot below, you can tell CMS what the automatic discount is and if it should always be used ('does not expire') or is only applicable for a range of dates...effectively a sale price.



    When this item is added to an order, the discount percentage will automatically appear in the new line-item discount field just as long as the item was added during the effective time of the sale pricing. You can also set a discount to 'does not expire' in which case it is always applicable and no dates need be selected. These fields have also been added to the SKU Wizard making it easy to manage setting sale pricing on products with sizes/colors too.

  3. eCMS Sale/Special Pricing - The discounts you configure in CMS (described in #2 above) have been added to the eCMS (XML) product data export. While eCMS does not support line-item discount percentages, it does support sale pricing, what they refer to as the 'Special Price'. As such, the product upload to eCMS will include the calculated sale price (your Retail price multiplied by the discount percentage) as well as the effective dates for this sale or the flag indicating that this sale does not expire ('Special Ongoing' is the eCMS term for it.)

    CommerceV3 is working on adding this enhancement and it should be live before the holidays. As soon as they launch this feature it will immediately work with CMS. You will not have to turn this on in Setup nor will you have to install a CMS update (provide you are running some version of 6.x.)

  4. eCMS Order Status - For any orders that come from your eCMS store, you can now upload the current status of that order from CMS back to your eCMS store. This status allows the customer to see if an order has shipped and what the tracking number/carrier is for each package.

    When an order is first placed the order status will be 'In Process'. Once it has shipped the status changes to Shipped. Order statuses in eCMS can be updated either every time you have CMS automatically download new orders or by clicking the Order Status Upload button next to the Order Download button.

    To enable the automatic status upload option, go into Setup>eCMS>Options and tell CMS which stores you want to download automatically and also if you want order statuses to also upload automatically.


    You can obtain your Web Service ID, which is only necessary for order status uploads, by clicking on the eCMS Administration button and then into Settings>Options>General Store Options.

    To manually start the order status upload, we have added a button to the eCMS toolbar which, when clicked, will upload order status updates without having to download orders.



    NOTE: Order statuses will not upload just by clicking the Download eCMS Orders button. You must upload by clicking the Order Status Upload button or configuring the upload to run with your automated downloads.

    Order status uploads are limited to eCMS orders only. When the customer logs in to their account on your site (they must have created one) they can then see all of the orders they've placed under that account and their current status. The status information provided here is fairly limited and we're making the most of what we've been given to work with. It is, however, a great step in the right direction!

    We are also working on an alternate and enhanced solution that will allow you to provide order status for all of your orders, not just eCMS orders. This solution will include additional information like shipped date, linked tracking numbers, etc. More information on the availability and functionality of this module will be published in the near future.

  5. eCMS Download Looping - Many years ago when we first worked with CommerceV3 to develop the integration between CMS and CV3 (now called eCMS,) CV3 had placed a 40 order limit on any download request. We've been working with them to remove this restriction but they are concerned about he ramifications of lifting this 'safeguard'. We've been able to work around this limitation by adding a looping procedure to our eCMS downloads. Once the 40 orders have downloaded, CMS will then immediately request new orders again. CMS will automatically continue to keep requesting more orders until there are no new orders at which point it will disconnect from eCMS.

    If you are using the Automated Imports Module, you'll see that all of the orders will download first before the AI kicks in. Once all of the orders have been downloaded, CMS will then cycle through them and apply your validation checks.

    This looping will take place automatically and works both with manual downloads (clicking the download button) and the automated/scheduled downloads. If you have a workstation setup to automatically download, when you come in Monday morning you'll find all of the weekend's orders already imported and, if you use the Automated Imports Module, verified as well!

  6. Best Shipping - Do you ship by more than one carrier or method? If your decision on which method to use is based on weight, this is the feature you've been waiting for!

    A common practice is to ship USPS Priority Mail for packages under 2 pounds and use UPS or FedEx Ground for shipments 2+ pounds. CMS can now be configured to automatically choose a shipping method for you based on rules you setup for weight ranges. You can configure up to eight weight/method tiers if needed.



    These rules you setup are then associated with a shipping choice (e.g. B - Best Shipping) so all your operators or site has to do is select shipping method 'B' (or whatever hotkey corresponds to your Best Shipping method) and CMS will do the rest!



    In Order Entry you'll see this looks like a normal shipping method selection for the order's default shipping method. Down below, however, you'll see the actual methods CMS has assigned to each package based on its weight.



  7. PCI changes - We've made a couple of changes in 6.0 to address some potential PCI-related security holes. These include masking the credit card number in the one print task CMS had that was still unmasked. We've also removed the option to un-encrypt credit card data. Once encryption is turned on, which everyone should have enabled for PCI DSS compliance, it cannot then be disabled. These two will increase the security of your credit card data in CMS, removing the only two easy or 'low tech' ways to steal credit card information from your database. More safeguards are coming in our PA DSS validated version to further improve security and address more 'high tech' attacks.

    Also, part of your PCI DSS compliance is to create a policy stating how long you will store credit card data. In other words, how long does your company need to retain card data? Once you've decided that, NewHaven Technical Support can help you purge old credit card data. Just contact us to make an appointment. A future version of CMS will have this capability built in so you can do it yourself but in the mean time, we can assist you with this aspect of compliance.

  8. Catalog Requests fulfillment redesigned - The catalog request processing in CMS has been rewritten to be more intuitive and give you more options. In the new Catalog Requests section you'll find:
    1. All catalog requestors displayed in a grid. Any name can be double-clicked on to bring up their customer record.
    2. Tools to help you void unwanted catalog requests. Voiding does not delete them, as you may want to be able to later explain to a customer why a catalog request was not fulfilled. Voiding simply flags the catalog request as voided so CMS knows it is no longer needing to be sent. Void criteria include:
      1. Duplicate catalog requests (oldest will be voided)
      2. Customer has placed an order in the last X days (if you include catalogs in your shipments)
      3. Customer has been sent a catalog in Y days
      4. Customer has ordered a particular product(s) in the last Z days (if you use a product code to indicate the request/sending of a catalog)
    3. Option to limit printing to a desired number of labels
    4. Option to export requests/addresses to a file (instead of printing.) This option will be particularly useful if you'd like to take advantage of bulk mailing rates. This export file from CMS can be used by mailing services or imported into software designed for processing bulk presort mailings. Like printing, when the export is complete you'll be able to mark the requests you just processed as 'Done'. As with other mail list exports, you can define your export layout and choose the fields and order of those fields as well as delimiting characters in the Export from Mail List section (under Customers>Mail List.)
    5. You'll find the same options for Letters and Info Requests under their new tabs on the Catalogs screen as well. These emulate the changes we've made for Catalogs with the only exception being exporting. Exporting is presently only an option for catalog requests.



  9. UPS Worldship XML integration - If you've used our integration with Endicia, you've seen the speed and efficiency of processing packages directly from CMS's manifest screen. This process consists of type/scan the package number, verify the weight (automatic if you have a connected scale), and print the label. The package is automatically set as shipped and the tracking number set. While Worldship supports a similar process by using their 'keyed import' it required that you switch out of CMS or go to another machine to process those shipments. No longer! The latest version of Worldship allows CMS to 'push' shipments to it, like we do with Endicia. In other words, you tell CMS what package you want to ship, what the weight is, and CMS can then tell Worldship to print the label.

    If you're using Endicia, you'll now use an identical process to process both USPS and UPS shipments from the same screen and workstation. This should streamline your package processing particularly if you are using both carriers and simplify the shipping process for your staff.

    There are four steps involved in enabling this capability in CMS and Worldship:

    1) The UPS XML option can be turned on in Setup>Shipping>Shipping Choices>UPS
    2) The automated processing, that is processing as soon as the package number is scanned (if a weight is present) can be enabled in Fulfillment>Fulfillment Options>Shipping (This setting affects both UPS and Endicia processing.)
    3) Tell CMS where to place the XML file for UPS to read - CMS Setup>General>Workstation Specific>Shipping (on each shipping station)
    4) Putting Worldship in an XML auto-processing mode - Please see this article on the UPS web site

    NOTE: When Worldship is in XML processing mode, it can only handle requests from one source. In other words, it is not acting as a server handling multiple requests. If you expect to ship from more than one workstation, you will need a copy of Worldship on each station (and run an End-of-Day from each.)

  10. Manifest enhancements - More work has been done to refine the Manifest screen in CMS to improve the speed and efficiency of processing packages. These changed include:
    1. Support for USB/Serial scanners - allows CMS to 'add package' from anywhere on the screen just by scanning your bar coded package number
    2. The 'Messages' tab will show feedback from shipping integrations (errors, scan problems, confirmations, etc.)
    3. CMS now has a single 'Label' button that will send the shipment to Endicia or UPS corresponding to the carrier for the package. You can truly have one shipping procedure for USPS and UPS.
    4. Label Button is now tied to the F7 key which can either be pressed manually or we can provide you with a barcode of this key. You might consider taping the printed F7 barcode to the shipping station monitor . Processing a package becomes just the scan of the package number and then the scan of the F7 barcode (provided you have a scale connected.)

  11. Process shipping labels days in advance - For USPS shipments processed from the CMS Manifest screen, you can now set a 'date advance' value to tell Endicia to print labels today for packages you will be shipping X days later. This will allow you to continue to prepare shipments today even if you are past you cut-off time for the daily pick-up.

    You can both setup a default date advance value and also change it on individual packages. If you know you always want to process shipments for tomorrow, just set the date advance to 1 in Setup>Shipping>Shipping Choices>USPS - Default Date Advance. Same would apply if you want to continue to ship for tomorrow's date after your pickup has been made today.



    When shipping, you'll see the Date Advance value next to the Zone in the Manifest. There you can change it for an individual package if needed. It otherwise serves as a reminder/confirmation that this shipment is for a pickup X days in the future. Further, the field will turn red when the value is 1+ just as an additional visual indicator that this is not shipping today.



  12. Fulfillment enhancements - In a previous CMS update we introduced the ability to restrict which back orders would fulfill by letting you choose if you wanted to allow partial items or partial orders to fulfill. These same options have now been added to the future ship section of Fulfillment Manager. If you want to ensure your future shipped orders will only fulfill complete or want to allow them to partially fulfill, this is the control you'll want to use.

    Also, the back order and future ship grids will no longer auto-populate. When you first bring up the Back Order or Future Ships tabs, the list will be blank and thus will display the tab immediately instead of having to wait for it to do its initial load of the data in the grid. Just choose your date range and then click Refresh to display all of the matching orders. If you change your dates, you'll see the list becomes disabled, since it no longer matches your criteria and you'll just need to click Refresh again when you're ready to apply the new date filter .

  13. Updated City/State/Zip List - The data CMS uses to automatically populate the City, State and County fields for you based on the entry of a zip code has been updated with the latest data we've received from USPS.

  14. Enhanced Variable Kits - Variable kits are those in which the components are displayed like line-items in Order Entry. You may set up these components as required or optional. In 6.0 we've expanded the functionality of these variable kits so their components can be priced instead of just the parent kit. In other words, the components are added to the order at their current price (as if they were sold on their own.) This allows you to use the variable kit as a means of grouping items together that you want to force to ship together (they back order, fulfill and package together) yet retain 'normal' pricing instead of using a kit price.

    If you'd like to use variable kits in this way, just click the checkbox for 'Normal Pricing' for each component in your kit configuration.



    We've also added a safeguard to prevent a user for deselecting a kit component that is required. Now only optional components may be toggled off.
  15. Enhanced item customization features - For companies that offer customization options on their products, we have added two new 'user-defined' fields. You can label these fields with any name you want and will find the new fields available when you click 'Custom' in Order Entry. The new fields will appear below the Serial Number and Custom fields and will print below the line-item on invoices like other custom text.



    In addition, any text added to the Serial Number, Custom, User1, or User2 fields will now display on the View Invoice screen as a pop-up when you hover your mouse over the customized item. This should help your operators confirm proper customization information with the customer at the end of an order. To enable this option, go into Setup>Order Entry>Order Entry Options and select 'Show Item Customizations in Invoice grid hint'.

    Presently the variable kits and customization fields are only available through CMS and cannot be used with eCMS. Please contact us though if you would like to use either with eCMS so we can determine the level of interest in expanding this into eCMS.

  16. Product Groups improved - Product groups are typically used as a 'macro', a way to type in a single product code and have it trigger the addition of many other items to the order. In such cases, the product code you are using for the product group may have no meaning or use once it has done its job of adding the components to the order. If so, you may utilize the new option that will drop the product group 'parent' from the order. So, once the product group code as been entered, all of the components will add to the order but not the product group product/code.

  17. New Reports - A slew of new reports to address customer requests as well as compliment some of the new 6.0 features:
    1. PO Summary by Vendor - A version of the PO Summary that can be run for a single vendor. New parameter for purchase history which shows what was ordered/received and when as well as delta in cost ordered/received.
    2. PO Delivery Status - Showing what items are expected to be received in the future. This will give your warehouse or inventory control people a view of what will be coming in when. Summary/detail options.
    3. Product Purchase Summary - Product code and date range parameter to see purchasing (PO) history for a single item. Supports multiple vendors.
    4. Revenue Account Assignments (product) – A report to help you manage which revenue accounts are assigned to which items.
    5. Product Discounts - If you're using our new scheduled discounts feature, this report can show you what discounts you've assigned to your items and their effective date ranges.
    6. Product Discount Groups - Product Discount Groups are used to share quantity discounts across multiple products. This report will help you see the items assigned to each group and what their quantity discounts are.
    7. Customer Multi-ship list - For a date range it will display all multi-ship (gift) orders including the customer, recipients and products ordered for each.
    8. Inventory Tracking Report – An exciting new report that helps you see in one place all of the possible inventory movements. It shows current quantities in all warehouses, if/where they are on PO's and receiving records/lots, sales and the lots those sales pulled from.

      New Beta Reports - These are candidate reports for a future CMS release and can be found in the \NewHaven Software\Reports\Beta folder. These reports are not supported but we encourage you to try them and let us know how you like them or how they could be better. You can run them via the Use Custom option in the Reports menu.
    9. Many new Crystal PO and Invoice templates. Feel free to try these and, if you have Crystal, use them as the foundation of any new form you design.
    10. Sales Person Activity Report – A report very similar to the Customer Order Summary, except focused on a Sales Person.
    11. Order Processing Summary-Shipped Dates – A new version of our popular Order Processing Summary (OPS) report except focused on invoice shipped dates instead of order date.
    12. Payments Received and Applied by Customer Number – Let's you see how payments from a customer were distributed to their invoices.
    13. Adcodes by Catalog – Displays Adcode and Catalog Assignments (relies on running the Sales Summary and setup of catalog and ad codes.)
    14. Shipments by Carrier Summary – Summarizes packages, weights and costs, by service by date. More work to be done to make this accurate but will ultimately let you see if you are making or losing money on shipping.
    15. Drop ship report - All drop ships for a vendor. The idea of this report was that you could run it and email them the pdf which they could then print and fill.
    16. Order status report - Run for a single invoice, it will show assorted activity for the invoice (what forms printed when, shipped, etc.) Configured and run as crystal invoice.
    17. G/L Summary Report - A precursor to accounting exports and integrations.
    18. Shipped Confirmation Email Review of Invoices - If you'd like to preview the invoices that will be attached to email confirmations sent from CMS, this report will let you see what they look like before they're sent.

  18. Enhanced Reports - Many existing reports have been expanded and improved based on customer feedback. Notables include:
    1. AR Aging Report - Sort options improved
    2. AR Aging by Customer - Improved handling of linked billing accounts
    3. Customer Order Summary – Added Payments Received/Applied, click for generation of related sub-reports
    4. Fulfilled Order Status Report - Provided additional sorting and some additional filters for both un-shipped orders and international orders. Package date only shows if different than invoice shipped date. Internationals show where they are going,
    5. Batched Status Report - Summary vs detail option
    6. FutureShip Qty by Date – Added dollar amounts so it now displays quantity ordered and their dollar amounts. Can now choose intervals other than day (week and month)
    7. Grouped Invoice Summary - Date Intervals added, grouping option Invoice Type, Order Source, Adcodes, Price Categories, Salesperson, Operator or Customer
    8. Kit Component Summary – Added unit cost, weight and total weight/cost
    9. Kit Sales Report –Improved accuracy of this report as it now can look at the actual components sold at the time of the order instead of assuming based on your current kit definition. If you every change the components in your kits, this is the change you've been waiting for!
    10. State/Province Summary - Added country (used to only be US) now grouping by country then state with detail/summary option
    11. Product Sales Demand by Choice - Demand means ordered, regardless of fulfill/ship, nets out returns. Lots of grouping options : Product, by Sku, By Product Reporting Groups, Adcodes, Price Categories, Revenue Accounts, Vendors and salesperson
    12. Payment Audit Report - Updated to better handle and display unprocessed payments (used to only show captured)
    13. Vendor PO Summary – Now groups by status, shows item totals for open po's not just received and improved detail view
    14. Taxable Sales Report – Many updates and better handling of point of sale orders.

  19. Help Solutions Expanded - The Help menu in CMS has been expanded to provide additional solutions. You'll find links to join a remote support session with GoToMeeting (or our new tool called Bomgar,) a form to submit a request to NewHaven Tech Support, a page explaining additional services provided by NewHaven Software, a link to our Wiki, and access to our training videos. The Wiki and training videos site will be constantly frequently with new content and information to help you whenever you need it.

    Our Help system has also been updated to include information on 6.0 as well as expand on previous content. You can update the Help on the workstations by running a workstation install or copying the CMS.chm from the location where you run CMS.exe from into your local C:\NewHaven Software folder.

  20. POS Checkbox moved - Perhaps a small change but a most welcome one for users of our free POS option or our beta POS Module. We've moved the POS checkbox away from the Save button to prevent errant clicks of this checkbox.

  21. Global BCC email option - We've added a global BCC option so that all emails coming from CMS can bcc to an email address of your choice. Wonder no more if and what emails were sent.

  22. Customer Search by Primary Notes - A new search criteria called Primary Notes has been added to the Find Customer window. With this you'll be able to find customers by any of the contents of their Primary Notes (top left of Customers screen.) Primary Notes generally contains important information you want immediately visible to an operator whenever they are working with a customer. It is also a catch-all for other information that may not have a good home elsewhere. Now you can find customers based on any word, phrase or even partial word in their Primary Notes.

    For example, let's say the customer's Primary Notes contained "Owner is Judy Jetson, jj@yahoo.com". You'd be able to find this customer by using search criteria like 'jetson' or '@yahoo.com'. It is not case sensitive and will find the word or words anywhere in the notes. There must be an exact match however. You could find this record by 'judy' or 'judy jetson' but not 'jetson judy'. The Primary Notes are now also displayed in a new tab in the Find Customer window and are visible even when performing searches on other fields. If you are doing a Primary Notes search though, CMS will highlight the matching words in red.



  23. New Customer Search Defaults - Several versions ago we introduced a field in the Contact Manager for Alternate ID. This field allows you to enter an alternate customer identifier that is searchable, whether it be a different customer number or name. In 6.0, you can now set Alternate ID or the new Primary Notes search options as your default/primary search method.

  24. Custom Order Sources - In Order Entry there is a field called Order Source where you can tell CMS which channel the order came from (e.g. phone, mail, web, etc.) CMS provides a stock list of these order sources and you're also able to create new ones of your own. In 6.0 you may now select one of your custom order sources as your default order source for new orders.

  25. Returns enhanced - The Returns screen has been expanded to include a field for CVV for credit cards. These are not necessary for refunds but are desirable for Exchanges where the net balance of the transaction is positive and you need to charge the customer's card.

    You may now also immediately capture a refund from the Returns screen. In other words you don't have to wait until someone runs the end of day EDC (electronic draft capture.) Also, if you captured this refund in error, you can immediately void it. The Process button will turn into a Void button until the return is saved.

    We've also added a discount percentage field to support line item discounts as described above.

  26. Vista! - Last, and certainly not least, we now officially support running CMS on workstations running either Vista Business or Vista Ultimate operating systems. Early indications are that this will also be compatible with Windows 7. As with earlier Windows versions, we cannot support 'Home' versions. Please contact us for information on how to download the CMS Vista Workstation installer.

    Reminder: This is only for Vista workstations. We do not yet support server installs on Server 2008.

  27. Performance enhancements - We've rewritten some of the code used when retrieving order data to increase performance. You results may vary but we're seeing improvement in load times 0.5+ seconds. While this may sound trivial, for companies processing large volumes of orders, this should prove to be a noticable increase in speed when batch printing or in other areas where large numbers of orders must be retrieved.

  28. Product edit lock downs - We've had several reports of operators (mostly CSR's) going into the product list to look up some information on an item because it was not available to them through Order Entry. While there it was possible for them to perform inadvertant edits. Some of these edits include deleting SKU's, changing SKU names, adding SKUs, etc. This was more of a problem for products with SKUs (sizes and colors) since it was easy to make changes in the SKU grid. In 6.0 we have locked this grid down so it is no longer editable. The display now has a grey background to indicate it is non-editable.

    Edits are all still possible, however, through the SKU Wizard. We have also removed the + and - buttons and replaced them with a button to take you to the SKU Wizard should you need to make any SKU modifications.



  29. Address Validation Module (optional) - October will see the beta and possibly full release of our new Address Validation Module. This module will only be compatible with CMS version 6.x or later and can be used to validate most any address in CMS to see if it is a deliverable address according to USPS. Never mail or ship to a bad address again!

    Please visit the following page on our new Wiki to ready more about this exciting new module/service: http://wiki.newhavensoftware.com/index.php/Address_Validation_Module

    Bug Fixes - LIST OF FIXED BUGS (versions 5.2.3.126 - 6.0.1.165) – 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:

    6.0.1.165

    Printing : CMS form printing was not recognizing the printer specified in the form definition. 20750

    Setup : Inventory : Products : SKU list not refreshed after making modifications in SKU Wizard. 20294

    6.0.1.164

    eCMS : Product Upload : Access Violation fixed, also memory consumption issues addressed. 20599

    6.0.1.163

    eCMS : when downloading orders/catalog requests, CMS would only process catalog requests if there were also orders needing to be downloaded. 20633

    6.0.1.162

    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

    6.0.1.161

    Fulfillment : Imports : AVM support for order imports. 20249

    6.0.1.160

    Order Entry : Fault message after trying to enter a product that was a large kit (101 items or more). 20540

    6.0.1.159

    Shiprush : when printing from Shiprush EOD, package status was getting set to shipped when package status should have remained unchanged. 20317

    6.0.1.158

    Customers : Contact Manager : long delay when saving customer if changed bill/ship. 20414

    Customers : Maillist : Catalogs : printer selection was being ignored. 19741

    6.0.1.157

    Order Entry : Returns : Scheduled Discounts now supported for Exchange items. 18666

    Purchasing : Saving a PO no longer closes the window. 19900

    Fulfillment : Manifest : scanning unknown barcode results in unexpected message. 19619

    Order Entry : email field navigation restored. 20329

    Fulfillment : Manifest : now always including the 'AutoPrintCustomsForms=YES' attribute for Endicia. 19891

    Order Entry : Invoice View screen, Items grid, changed highlight color to light gray (was dark blue) 20261

    Orders : Payments : Apply Payment : when paying with previously saved credit card, if the credit card expiration date was invalid, an error would be generated when entering the credit card field. 20214

    6.0.1.156

    Order Entry : One Time items were not displaying or printing descriptions. 20310

    6.0.1.155

    Order Entry : BDE error when trying to edit/save an existing order. Regressive from 6.0.1.152

    6.0.1.154

    Reports : Inventory : "Product Discount Groups" report not found. Regressive from 6.0.1.147. 20147

    Fulfillment : Import Orders : now support Third Party Billing for UPS, Fedex via DefaultShipMethod.ThirdPartyBillingID 18781

    Fulfillment : Import Orders : packages getting wrong carrier/service level when importing multi-ship orders. 20369

    6.0.1.153

    Fulfillment : Import Orders : the checkbox labeled "Create Order Confirmations" was not being recognized during import. 20205

    6.0.1.152

    eCMS : fulfillment date issue regarding time zone difference. 19575

    Setup : Shipping : Shipping and Handling : error ""Record/Key deleted" when trying to edit a spending table. 17501

    Employee Todos : now filtering 'Void' todo's as 'Finished'. 19608

    Setup : Payment : EDC : added Authorize.NET option to change IP address.

    6.0.1.151

    eCMS : Auto-download/order status upload options added. 19692

    Address Validation Module added.

    6.0.1.150

    Printing : Print task "Payments - Charge Card Number" now masks the credit card number.

    Order Entry : when editing an order where multiple invoices of that order were paid off using the same payment, a negative Unapplied amount appeared and the payment amount was not being recognized properly. 20075

    6.0.1.149

    Order Entry : non-variable kits were not reducing component inventory. 20028

    6.0.1.148

    Internal only.

    6.0.1.147

    Reports : various reports updated.

    6.0.1.146

    Printing : order loading has been optimized to counteract slower printing introduced in v5. 19147

    eCMS : Order downloads now continue until all orders have been downloaded (instead of hitting the 40 order limit). 19692

    6.0.1.145

    Fulfillment : Import Orders : Customer flags ("Do Not Email", etc) were being set as True if any value, True or False, was in the XML tag. 19774

    Order Entry : Tax calculations were not in sync with the use of the Tax Exempt checkbox. 19783

    6.0.1.144

    Order Entry : Items : "Picture" button now disabled when no picture available. Also, picture should be in sync with current item. 19590

    Reports : Customers : "Customer Duplicate Check" report, state of Tennessee added.

    Order Entry : Kits : hitting space bar was not performing identically to double-click. 19191

    Setup : Products : creating a new product, the price entered for the first price category does not save. 19661

    Manifest : "Message Window" will now become active tab when any message added to it. 19609

    6.0.1.143

    XML Imports : Items mistaken for product groups because of existing product group id (but without use_product_group flag). 19639

    XML Imports : error 'Field not found: REMOVE_PRODUCT_GROUP_HEADER'. 19639

    Customers : Find Customer : error 'Field NOTES not found' when searching by Order ID. 19638

    Order Entry : Items : "Picture" out of sync for existing line items on previously saved order. 19590

    Fulfillment : Printing : Pick Tickets, package tasks not being filtered by warehouse. 19503

    Customers : Maillist : Catalogs : exporting error when trying to create a new folder AND trying to limit the number of exports. 19390

    6.0.1.142

    Setup : Inventory : Products : replaced +/- buttons with single button to launch SKU Wizard. 19588

    Fulfillment : Staging : item list now filters out items on invoices that are on hold. 19576

    Order Entry : Items : stock loss occurring when resetting existing future ships items to 'today', even though when saving it appears ok. 17840

    6.0.1.141

    Fulfillment : Fulfillment Manager : Order Holds : unable to filter by selected hold reason. 19506

    Setup : Customers : Customer Description Codes showing as duplicated rows. 16794

    Reports : Customers : Customer Duplicate Check report, state of TN added. 19560

    6.0.1.140

    Line item discounts
    Sale pricing / scheduled/non-expiring discounts
    Best Shipping
    Catalog request processing redesigned
    UPS Worldship XML integration
    Automated shipping label processing
    Future Ship enhancements
    Enhanced Variable Kits
    Enhanced item customization features
    Product Groups improved
    POS checkbox repositioned
    Alternate ID can now be your default search
    Custom Order Sources can be used as your default in Order Entry
    PCI Changes (error log masking, one-way encryption)
    eCMS Order Status
    Process shipping labels days in advance (Endicia)
    Help Menu additions (Online Resources)
    Support for eCMS "Sales Price"
    Addition of "ShippingCharges" to eCMS product upload.

    Printing : added new print task "Items Ordered - Line Item Discount". 19493

    Customers : Maillist : Catalogs : problem when doing real-time db switching.19433

    Order Entry : Past Items : status and line discount were not being cleared from past items.17438

    Contact Manager : Find Customer : CMS was assuming AltID was an integer, so non-integer data caused '...is not an integer' error. 18220

    Order Entry : Returns : Exchange items do not set the 'weightperitem' field in Itemsord. 18602

    Customers : Maillist : Catalogs : added Export functionality.19390

    Order Entry : Returns : Line Item Discount added to Exchange form. 18617

    Order Entry : Returns : added CVC field to payment section. 19362

    Contact Manager : Find Customer : added "Primary Notes" search. 19372

    Setup : Order Entry : added "Primary Notes" to default customer search selection.

    Order Entry : "Tax Exempt" checkbox was not handling the customer flag properly. 19062

    Setup : Company : Email Accounts : added Global BCC. 19373

    Order Entry : Returns : now properly initializing some important variables, the lack of which may have contributed to some strange Exactor tax values. 19292

    Customers : Maillist : Email : Error "qryCustCounter: Field 'FILT_CT' not found." when using a merge letter and filter returns no records. 19271

    CMS Install : path problem when doing server and workstation installs on the same machine.

    Orders : Payment Maintenance : Problem Payments : unable to resubmit bad CC payments. 17252

    Contact Manager : discounts saved with extended decimals. 17056

    Fulfillment : Verify Imports : improved handling of simultaneous multiple users (error message "cdsOrderXml: Record Not Found). 19321

    Customers : Maillist : Mail Filters : removed reference to 'Latest Ad Code' (changed to 'Ad Codes'). 18901

    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.

    5.2.3.126

    Solo Install Issue

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