CMS
Version 6.0 Release Notes
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.
6.0
ENHANCEMENT DETAILS
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
6.0.1.156Order 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.
6.0.1.151eCMS : Auto-download/order status upload options added. 19692
Address Validation Module added.
6.0.1.150Printing : 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
6.0.1.145Fulfillment : 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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