CMS version 7.0.3 includes the modifications necessary to support the new U.S. Postal Service® rates which are effective April 17, 2011. This update also includes other enhancements and bug fixes; specifics of which can be found below.

When to Install - The shipping rates in CMS will be updated when you install the 7.0.3 update. As such, you should plan the installation of your update to coincide with when you want the new rates to be available in CMS.

Whether or not you have the current rates in CMS you can continue to ship properly with any of your CMS shipping integrations. In every case, the software that prints the shipping label (e.g. WorldShip™ , Ship Manager®, DAZzle®, ShipRush™ , etc.) determines the proper rate for the shipment and is thus how you are billed.

Having the current rates in CMS is typically more of a reference. Its greatest impact, though, is for companies who charge their customers a shipping and handling fee based on the actual carrier 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 as soon as you want to start charging your customers based on the 2011 rates.

NOTE: In 7.0.3 we have moved from using the Retail rates to the Commercial Base rates for all USPS mail classes which have that pricing tier. Mail classes that qualify for Commercial Base rates include Express Mail, Priority Mail, and First Class Package. Other mail classes will retain their Retail rates. Commercial Base rates are the equivalent to the daily pick-up rate with UPS and are available to any shipper, regardless of volume, using an electronic postage solution (like DYMO™ Endicia®.)

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To download 7.0.3 now click HERE

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READ BEFORE INSTALLING 7.0.3 - If you are new to CMS version 7, you must read the version 7.0 Release Notes before proceeding with this update. There were significant changes between version 6 and 7 which are not covered in this document and must be understood before installing.

Release codes - During the installation you will be asked to enter your 7.x release code. Only 7.x release codes will work with your 7.0.3 update. You can access your 7.x release code by logging into the Support Downloads section of our web site. Just enter your customer number and zip code to log in.

Server updates - You will only need to install v7.0.3 on your server. No workstation updates are required.

PCI and PA-DSS - With every new CMS release, PCI related changes will be detailed in this section of the Release Notes to keep you apprised of how changes in the software may affect CMS's or your compliance. In version 7.0.3 no changes were made that affect your PCI or CMS's PA-DSS compliance.

CMS was validated against the PA-DSS 1.2 specification which was current in 2010 and that validation lasts for three years at which point CMS will have to be re-validated against the current standard. If we make any changes to CMS that affect PA-DSS, we must submit our software for re-validation. Changes that affect CMS's PA-DSS validation would only be included in major or minor versions (e.g. 8.0 or 7.1) and never a release or build (e.g. 7.0.3 or 7.0.1.56). See our article on Release Notes for more of an explanation of CMS's versioning system and how it relates to PA-DSS.

Database Changes - A number of changes were made to facilitate our support of negotiated shipping rates as well as some Endicia integration changes. The database changes are detailed below. If you have written custom reports, invoice forms, PO forms, exports or integrations with your CMS database, please review them to see if any are referencing the following fields and update accordingly. CMS and all of its reports have been reviewed and updated.

SHIPPERS table

• ENDICIA_MAILCLASS - Added field to store the unique identifier for a USPS mail class when passing package data to Endicia's DAZzle software. This facilitates a change in 7.0.3 in which CMS can specify the mail class when passing a package to DAZzle, replacing the old method of requiring a unique DAZzle layout for each mail class with the mail class hard-coded to that layout.

ShipDefaults table - This new table has been added to store flat rate shipping values which used to be stored in the CMS executable. Zone based rates are still stored in the SHIPRATES table but now all non-zone based charges including surcharges, fees and flat rates are stored in ShipDefaults. This allows for the user to control/edit these values which is needed when wanting to use negotiated shipping rates in CMS.

Functions - Database functions that are used by CMS and Crystal Reports

• FGetInvAdjForOrder - This function is used to return the sum of all invoice post_adj (additional adjustments) values form the INVADJ table. This is helpful when trying to balance the order summary against its invoices. CMS does this already but this function is useful when trying to emulate the same calculation in Crystal. Parameter is ORDER_ID.

XML changes - Fields added to CMSXML.xsd - No changes in 7.0.3

Integrations - Comments on the status of assorted CMS integrations:

• eCMS - The Price Category for a given order is now importing from eCMS. If the price category on the imported order matches a price category in CMS, it will set that price category on the order in CMS as well. If the price category does not match one in CMS, the order will use your default (first) price category. This is usually Retail.
  
• DAZzle - Enhancements include improved support for international shipping. Version 7.0.3 is also compatible with the new DAZzle version 11.2 software.
  

READ BEFORE USING 7.0.3 - Important changes to existing features in CMS that may affect your day to day use of CMS.

If you use the Bank Deposit screen, you'll find that the sort order of the check data in the grid has changed. Per customer feedback, it has been altered to display checks ordered by date (descending) and within each date they are sorted in the order they were entered.

You now have the option to decide if you want the Batch Approvals report to print automatically after processing from the Batch Approvals window. See below for more information on configuring this option.

Otherwise 7.0.3 will not present any procedural differences for your staff. If you are new to version 7.x, however, there were significant changes between v6 and v7 that must be understood before installing or using CMS v7. Please see the Release Notes for version 7.0 for more information.

POS orders - You may now edit POS orders within the same day there were saved. You will also not be able to save a POS order if it has an unapproved charge card payment. Receipt form settings may now be saved and there is now a Gift Receipt option (must be configured.) See below for additional details.

To download 7.0.3 now click HERE

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CMS Version 7.0.3 New Features List

1. USPS April 2011 rates
2. USPS mail class changes
3. Endicia integration improved
4. USPS insurance calculation option
5. Negotiated rates now possible
6. Customer search results may be sorted
7. Bank deposit sorting
8. POS Module enhancements
9. Products with negative prices (coupons)
10. New Invoice Filtering option
11. Reports
12. Bug Fixes

To download 7.0.3 now click HERE

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7.0 ENHANCEMENT DETAILS

1. USPS 2011 Rates - USPS shipping/postage rates increase on April 17, 2011 for First Class, Media Mail and Parcel Post. Details on the rate increases can be found on Endicia's website in an excellent article they have prepared on the subject. http://www.endicia.com/pricechange. This article distills the rate change down to just what affects shippers and excludes the bulk mail changes so is easier to digest than the USPS rate change page.
   
   Other USPS mail classes, like Priority Mail and Express Mail, have not increased. We have, however, adopted the USPS Commercial Base rates in CMS for all mail classes that qualify for these rates. These include First Class Package, Priority Mail and Express Mail. The USPS Commercial Base rates are available to any shipper, regardless of volume, who is using an electronic postage solution, like Endicia. These Commercial Base rates are much like the daily pick-up rates you would receive with UPS if you have a daily pick-up.
   
   Zone charts do change from time to time and have been updated in CMS in this update as well. This includes a fix to some Alaskan destinations whose zone was missing.
   
   
2. USPS Mail Classes added and updated - A number of mail class changes have been made in 7.0.3 including:
   
   1. Priority Mail Regional Rate Box - You can now make use the the USPS Regional Rate Box (A and B) which is priced on a flat rate per zone. Box A has a weight limit of 15 lbs and Box B has a weight limit of 20 lbs. If you are shipping products in the 4-20 lb range these boxes may offer you significant savings! See Endicia's site for a overview or order you free boxes at USPS.com.
      
   2. International Options - CMS now supports the following International methods for USPS
      1. First Class International
      2. Express Mail International
      3. Global Express Guaranteed (non-document)
      4. Priority Mail International, including corresponding rates, are now available in CMS including the following Flat Rate options:
         1. Flat Rate Box (Small, Medium and Large)
         2. Flat Rate Padded Envelope
         3. Flat Rate Legal Envelope
      
      
3. Endicia integration improvements
   
   • Version 11.2 - CMS has been tested and verified to work properly with Endicia's new DAZzle version 11.2.
     
     
   • Simpler DAZzle layout setup - You can now minimize the number of DAZzle layouts you are using, perhaps even down to just a single layout. Previously each mail class required that a unique DAZzle layout be created with the mail class hard-coded into it. CMS now utilizes newer integrations options with which CMS can tell DAZzle which mail class to use. With this new setup you can setup and maintain just a single layout in DAZzle and configure CMS to use that same layout for each of your USPS mail classes. No change is required though and you can continue to use different layouts for each mail class as you have been.
     
     
   • Regional Rate Box - CMS's integration with DAZzle has been updated to support the new Priority Mail Regional Rate Box options.
     
     
   • Insurance fixes - If you edit the Insure flag or package value in the manifest, those values will pass through to Endicia.
     
     
     
4. USPS Insurance Calculation option - You can now tell CMS if you want your USPS insurance charge (to your customer) to include or exclude the first $100 of their order total. This allows you to either emulate the USPS method for calculations (calculating from $0) or to create more of a custom insurance spending table which would only charge above $100. This new setting can be found in Setup>Shippers and Methods>USPS.
   
   
   
   
5. Negotiated/Custom Rates - If you have negotiated rates with UPS or FedEx, it is now possible to have your rates available in CMS. For a small fee we can replace the published daily rates in CMS with your negotiated rates. If you're interested, please contact your Platinum Account Representative or sales@newhavensoftware.com for more details.
   
   A side effect of the work we've done to support custom rates was to expose all of the flat rate fees in Setup so you can both see what the current fee is that is built into CMS as well as override that with your own fee. This includes the charges for flat rate USPS mail classes as well. You can view and modify these in Setup>Shippers and Methods just by clicking on the carrier of choice. Click on the Activated checkbox to override the internal fee and use your own custom fee.
   
   
   
   
6. Customer Search Results - After searching for a customer with Find Customer (F2) you can now sort the results of your search. Just click on any column header (name) to sort by that column (ascending.) Click the same column header again and it will sort your results descending. This works with any field in your search results. CMS will remember the last sort you used and apply it to all additional searches performed until CMS is closed. The example below illustrates a last name search which is then sorted by State.
   
   
   
   
   
7. Bank Deposit Sorting - We've received a good deal of feedback on the sort order of our Bank Deposit screen. In 7.0.3 the grid is now sequenced in date order descending and within each date the payments will be sorted in the order they were entered into CMS.
   
   
8. POS Module enhancements - A number of changes are forthcoming for the POS Module in version 8.0 but a few of these enhancements were immediately available so we've included them in 7.0.3. These include:
   
• POS orders editable - POS orders may now be edited within the same day they were created. After that day, the edit button will be disabled. Shippable POS orders, however, will always be editable.
  
• Gift Receipts - After saving a POS order, you can retrieve it and print a gift receipt when needed. Just click on Options to see reprinting options for both your sales receipt and your gift receipt. If you wish to use gift receipts, you must configure them in Setup>Order Entry Options>POS Module.
  
• Define your own Receipts - You can now point CMS at the crystal form you want to use for each of your POS receipts. These include the sales, gift and charge/signature receipts. These new options are in Setup under Order Entry Options>POS Module.
  
• Charge Card Orders Must be Processed - CMS will now prevent you from saving a POS order if it has an unprocessed credit card. A warning will come up indicating that the payment must be approved before saving.
  
• Reprint Options
  • The Approve button on the Money screen will change to a Print button after the card has been approved. This allows for an easy reprint of the charge signature receipt if one is needed.
  • From the View Invoice screen you can click on Options to reprint the sales or gift receipt.
    
    
    
    
9. Negative Product Pricing - CMS will now allow you to set a negative price for any non-inventory item. The common use for this would be for coupon-type situations where you'd want to enter a coupon code to trigger a $x.xx off your order. You can also nicely track your coupon redemption via product sales reports. Consider though that these products are just adding a negative value item to the order and not triggering a percentage discount or other type of offer. We are looking at ways to support alternate styles of offers for future CMS releases.
   
   
10. New Invoice Filtering Option - In Setup under Fulfillment Options>Printing we have added an option labeled "Do not show if all items are being drop shipped". This option will hide invoices in the Batching and Form Printing screens, as do the other "Do not show..." options, whenever an invoice has all drop shipped items on it. If you are drop shipping there is a good chance you do not want an invoice or other fulfillment forms to print for your warehouse. This option will keep these invoices from displaying in the screens where you would create print batches or do fulfillment form printing. Invoices can still be printed manually when needed.
    
    
11. Updated Reports
    
    1. Batch Approvals Report - This report prints automatically after processing batch approvals. You may now disable this report if desired. There is a new default option in Setup under Fulfillment Options>Printing for "Print while processing Batch Approvals". This default option controls if the option of the same name is checked or not when you open the Batch Approvals screen. There you can override the default option as needed.
       
    2. POS Gift Receipt - For POS users, we have included a new 80 column thermal receipt to be used when a customer requests a gift receipt. This receipt uses the same format as our default POS Sales Receipt but includes no pricing information.
       
    3. Price List Report - Now showing base price for items with quantity discounts.
       
    4. Credit Card Transaction Report - Now filtering out $0.00 payments and have added counts to show the number of each type of payment received.

To download 7.0.3 now click HERE

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Bug Fixes - LIST OF FIXED BUGS (versions 7.0.2.x - 7.0.3.97) – 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 support tickets, bugs and enhancement requests. In the list of changes below, you'll often see a number following it and that is the RT number:

7.0.3.97

Safeguards added to avoid a rare problem with lost data in printing and charge batches.

7.0.3.96

Corrected the use of purchase card number with MPS. It is now properly passed in the customer code field with pre-auth captures.

7.0.3.95

Internal only

7.0.3.94

Crystal invoices were not printing from the Past Due section (CMS invoices printed fine) - 21761

FedEx rates corrected. In 7.0.3.77 when shipping rates were updated, some FedEx service levels had incorrect rates - 30470

7.0.3.93

Closed potential security hole that could have allowed a non-PCI Admin, who had access to Employee Sensitives, to change the PCI Admin password - 30261

7.0.3.92

If user launches Order Entry from a selected customer in Customers, but then creates a new customer in Customers prior to saving the order, then after the order saves, the error "Attempted load of TCustRec w/o customer number" - 30194

When selecting an operator filter, an error occurs referring to missing field 'psOperator' - 30191

When creating a new filter, if "Write SQL" is selected prior to naming the filter, then an exception is occurring that is keeping the SQL window from closing properly, and subsequent use of the "Write SQL" checkbox will throw an A/V - 30196

7.0.3.91

Customers with spending and frequency that did not correspond to orders in CMS (e.g. initial conversion of order data from Wizard, MOM or other order management system) would lose their "external" spending and frequency if the customer was merged with another customer - 10176

Added support for UPS Basic and SurePost contract services - 29007

If a variable kit was using components with "normal" pricing (meaning it uses the current price as if it were sold separately) those components were not recognizing the current applicable discount percentage (sale price) - 29277

7.0.3.90

Corrected installer problem introduced in 7.0.3.89 which was not updating database license counts properly.

7.0.3.89

Customer spending and frequency values which originated from database conversions (companies converting from other order management systems to CMS) were getting cleared when a new order was saved.

7.0.3.88

USPS Insurance calculations were not including your threshold value in its calculation. - 27999

FedEx Commodities view added to support beta testing of international shipping for CMS 8.0. - 28916

7.0.3.87 - replaced by 7.0.3.88

7.0.3.86

Field added to ship method setup for "Carrier Account to User" - This field to be used with ShipRush integrations to allow packages to be shipped on an alternate carrier account as assigned to the ship method in Setup>Shipping Choices. - 28652

PayPal reference number not saving - 28073

'On Order' column in Price/Inventory not displayed when scrolling through product list after scrolling past a kit that pulls from components. - 24835

POS - Approve button in Order Entry changes to Print button, after an approval, to allow for reprinting of the charge receipt. -19746

POS - Amount Received field for cash payments now grey indicating it is not an editable field. - 28641

Credit Card Transaction report now filtering out $0.00 payments and includes a total count and amount - 28313

Stock Manager - Dialog for adding inventory no longer accepts negative numbers - 28768

Explicit transaction handling added to Customers section - 27975

Shipping confirmation emails would not send if the product code in the order had a single quote in it - 28660

7.0.3.85

Past Items - When using Past Items, the lot_item record associated with the original order would be updated to associate it with the current order. This was in addition to CMS creating the new lot_item record thus giving the appearance of double allocation. - 28939

When saving a proforma as a completed order, the printed flag was not being cleared and was preventing converted proformas from showing up in Form Printing since CMS thought it was already printed. - 28375

Edits to SKU cost were not saving. This was fixed ~7.0.2.73 but was not reported in Release Notes. - 26444

WhatsNew document - Removed Bugs Fixed list and replaced with link to Release Notes to ensure a current list is always available.

7.0.3.84

FedEx Packages view now using the two character country code instead of the country name - 28849

XML Order Imports - Memory leak fixed to address importing large files with thousands of orders which could have caused the workstation to run out of memory - 26864

7.0.3.83

Option added to Fulfillment Options>Printing - "Do not show if all items are being drop shipped" - 28798

7.0.3.82

Unable to create new customers from an order - 28781

7.0.3.81

Batch Approvals report now uses CMS workstation and global printer defaults instead of the Windows default printer - 28146

USPS insurance calculations now allow for inclusion or exclusion of first $100 - 27999

Order Summary's Ship Method displays 'MULTI' when only one ship method was used - 27505

7.0.3.80

USPS zone charts updated with subscription CD from USPS - 28576

7.0.3.79

Startup errors when trying to connect to an unavailable database - 28698

Startup database option in Workstation Specific settings now based on the CMS database list, not the ODBC connections list - 28699

Error "Text exceeds memo capacity" - 27419

7.0.3.78

Fulfillment Forms - CMS slow to respond to a Select All (right-click menu) in the "Choose Invoices to Print" grid - 25866

Products - Apply button not enabling after an edit to the Country of Origin field - 28656

7.0.3.77

Check-in of all 7.0.3 enhancements and shipping rates (detailed above)

eCMS - Backorder date not populating on product uploads - 27950

Changed transaction handling for payment processing to reduce the possibility of transaction related errors - 27971

Installer was deleting subdirectories of \NewHaven Software\Reports - 27991

Installer was no updating the displayed path after you browse to a new install location - 28044

Shipping zones missing for Juneau and other Alaska locations - 28454

Order Entry - Item status unchanged after setting package as shipped - 27517

7.0.2.76

Customers - Email history filter shows no results - 28359

New installs were not installing an updated database - 28092

7.0.2.75 - Internal only

7.0.2.74

Fields for signature services, Saturday delivery, and expanded delivery confirmation options added to FedExPackages view in support of FedEx Ship Manager integration enhancements coming in 7.0.3 - 27603 and 27697

UPSPackagesVirtual shipping view added to support some clients that require preprocessing of unfulfilled UPS shipments - 27653

7.0.2.73

Changes in Email Automation Fulfillment options reverted to prior to last update - 27718

MPS processing - added field to preauth captures to reduce downgrades on charges where capture does not match auth amount. - 26970

Error decrypting credit cards when Windows regional settings were non-US - 27898

Changed Export status window to MDIChild, also now recognizing Abort button - 26578

When changing the export file location, CMS could generate an error pertaining to bad "update" sql - 27501

Cannot delete customer filters - 27437

Add sorting to customer search results - 27556

7.0.2.72

Manifest - Inconsistant behavior and errors in the shipping manifest found to be caused by faulty com port component used with electronic scales. 27460

7.0.2.71

Installer - Web download option added - 26494

Installer - Unable to uninstall workstation - 24626

Installer - Error during install - "The installer has enocunterd an unexpected error installing this package" - 25452

Installer - Possible to pull license code from wrong directory or not update the license code properly - 26918 and 27426

Installer - Added capability to install custom shipping rates - 27611

Installer - Option for Test Install removed when uninstalling - 26074

7.0.2.70

Exporting Orders - Invoice filters were not returning any results. 27423

7.0.2.69

Items' shipping addresses were not always properly updated when the shipping address or recipient was edited. Most often seen as a blank/missing shipping address on printed forms. 27148

7.0.2.68

Possible for imported orders to use wrong credit card encryption. 26522

I/O transaction error searching for a customer in the phone field. 20389

Update Crystal reports for DB changes 26354

Modifying an existing payment with zero unapplied, reducing then reapplying to invoice to take balance back down to zero, CMS is erroneously reporting that the application amount exceeds the balance of the invoice. 26370

Insurance flag dropped for $0 value packages. 27095

Added feature to automatically trigger the scale after a serial barcode scan. Mods to ensure proper operation with auto-processing. 27151

Updated PCI Database Maintenance to display any error during immediate backup. 26356

Allowing creation of order confirmation emails when saving existing orders. Allows for confirmations settings and letters to be created after the order has been saved and CMS will recheck on any save to see if confirmations should be created. 26434

Update OpOrders.rpt changing initials to username and making the field wider. 26620

Requirement for POS shipping method only enforced for POS Module. 27207

Static address in InvoiceTemplate-Pro-Forma.rpt 26735

7.0.2.67

Manifest - CMS was displaying the p_value instead of the insured_value. This could lead to confusion when trying to edit package values for insurance in the Manifest. 27534

Manifest - Edits to the Insure checkbox or the package Value would not save or process with the label until the package was refreshed. 27555

7.0.2.66

Dupes packages in CMS Manifest would not process through UPS XML integration. 27508

7.0.2.65

Stock allocated to a partial bo fulfillment is still showing in its lot as available. 26998

7.0.2.64

Errors possible with importing orders with an unrecognized ship method or if CMS was not configured with a default shipping method for Order Entry. 27318

7.0.2.63

Order Review - List index out of bounds error possible when retrieving an order that had an adcode which triggers a price category. 27199

7.0.2.62

Invoice filters based on shipping methods were not accepting shipping methods with names longer than 20 characters. 27212

Batching Invoices - Process was hanging when certain types of filters were applied. 27196

7.0.2.61

Increased tracking number field to 50 characters to handle the new longer USPS delivery confirmation numbers. 26192

Products with sizes/colors were not bringing up the size/color grid when added to the order if the previous order entered was a multi-ship. 26618

Updated reports checked in to address shipping database changes. 25991

Removed calls to function SetUPSTrackID which is no longer needed by CMS (was used by CMS to create UPS tracking numbers.) 26575

7.0.2.60

Mail List Imports - several mail list import defaults were not applying to imported customers - 25518

Inventory - Possible in several sections of CMS to lose stock or receive an error when performing multiple adjustments/transfers in a single session - 26805

7.0.2.59

Price edits - If the product on an open order had its price changed in the product list and then that order was subsequently edited, CMS would update the price of the item to the new price. This was particularly affecting continuity style orders which are open for a long time and have many invoices. - 26122

New PA-DSS Implementation Guide, version 1.3, to address language changes for PA-DSS 2.0 and requirement 1.1.5 (at the request of the PCI Council)

7.0.2.58

2011 shipping rates for UPS, FedEx and USPS

PCI Employee passwords - Employees were allowed to re-use old passwords which should not be possible if the PCI option was selected to apply the password change policy to all employees. - 25759

Database updated for new installations to include the new shipping fields - 26953

7.0.2.57 - testing only

7.0.2.56

Past Items redesigned

7.0.2.55

Endicia changes for the certified partner program including return labels, alternate insurance options and links to your Endicia account.

UPS XML now supports QVN email confirmations

All CMS reports updated to work with the new database changes

Batching Invoices - error when clicking Edit - 26125

PCI Admin - Company List - Label for number of companies displayed incorrectly

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