CMS Version 8.0.3 Release Notes

Introduction

CMS 8.0.3 includes the new USPS rates and services corresponding to their changes effective January 22nd, 2012.

The technology partner of the US Postal Service is Endicia and in CMS 8.0.3 we have added support for their latest Dazzle software version 12.1 to facilitate not only streamlined processing of domestic postal shipments but also greatly improved handling of international and APO shipments.

When to Install - The shipping rates in CMS will be updated when you install the 8.0.3 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 often 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 2012 rates.

READ BEFORE INSTALLING 8.0.3

- Important information to prepare you for the transition to your new version of CMS.

CMS 8.x to 8.0.3 Updates - If updating from an older version of 8.x to 8.0.3, the update will run quickly and is only necessary on the server. You will, however, want to be aware of the Endicia changes described below which will require some new settings on your shipping workstations.

CMS 7.x or earlier updating to 8.0.3 - Please refer to the 8.0 Release Notes for important information and details on upgrading to 8.0 before installing.

MINIMUM SYSTEM REQUIREMENTS – If you are updating from CMS 7.x then 8.0 does not introduce any new system requirement, even with the update to the new version of Sybase SA. Version 7 did introduce new operating system requirements which can be reviewed on our CMS System Requirements wiki page, so if upgrading from an earlier version, check these out first.

Testing/Training – Our goal for any company running CMS Standard or Professional editions is for you to have a test database readily available. With this alternate database your staff can learn new CMS features in a safe place where you’re free to experiment without creating any bad data or problems. Our new CMS 8.0 installer allows you to easily create and maintain such a separate test environment. More about this is described in the enhancement list below.

Release codes - During the installation of version 8.0 you will be asked to enter your 8.0 release code. Release codes from versions previous to 8.0 will not work. You can access your 8.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 - The initial server update from a version previous to 8.0 can take quite a bit longer than normal and will require additional disk space to complete, at least 3x the size of your database file(s). The installer will warn you if you do not have adequate space to perform the upgrade but if your server is low on space, you’ll want to work on making the necessary room before you install.

Workstation updates - Workstation updates are not required for upgrades from a previous version of 8.0 but are required if updating from any version earlier than 8.0. The new version of Sybase SA that is installed when updating to 8.0 from 7.x or earlier requires a new driver to connect to it and the CMS workstation install will handle this for you. Install time per workstation is just a couple of minutes and should be done immediately following your server update.

Prerequisites - If you are not already running CMS version 7, we recommend updating to v7 before upgrading to 8.0. This is not a requirement but there were a lot of changes and special steps required for version 7, particularly regarding PCI, and it would be easier to perform this update separately. Please consult our 7.0 Migration Plan article and the Version 7 Release Notes for additional details.

PCI Compliance - CMS 8.0 has successfully completed its PA-DSS validation with Coalfire Systems in August 2011. You can find both CMS 7.0 and 8.0 on the PCI Council’s list of Validated Payment Applications HERE

Integrations - No changes to our standard CMS integrations in 8.0. All will continue to work as they had in 7.0 including eCMS, UPS Worldship, FedEx Ship Manager, Endicia/DaZzle, ShipRush, MPS, TransFirst, and Authorize.net although 8.0.3 has been modified to support some of the new capabilities of Dazzle 12.1.

READ BEFORE USING 8.0

- Important information to prepare you for the transition to your new version of CMS.

Endicia settings moved to Workstation level – On any machine configured to use Endicia's Dazzle software, you will need to go into Setup>General>Workstation Specific>Shipping to tell CMS where to find Dazzle.exe. This setting was previously company-wide but now must be set uniquely for each machine. This allows you to have unique installation paths on each shipping machine. If you attempt to print a label without updating your configuration, CMS will prompt you to set these options before proceeding.

8.0.3 ENHANCEMENT DETAILS

1. 2012 USPS Rates - Rates and surcharges updated for January 2012 rate increase. Details on the USPS rate change can be found on the USPS site HERE. In short, all service levels experienced price changes, unlike last year where they split their rate changes over two dates.
   
   We recommend visiting Endicia's summary for a better breakdown of the USPS price changes that includes some useful interpretation that will help you better assess how the changes could affect your choices in shipping.
   
   Endicia is also running a webinar January 24th that we sat in on last week which proved valuable in understanding the new USPS changes and services. Click on the date link to register for their webinar. Slides to the webinar are also available HERE.

2. New USPS Services - USPS has added two new services that will be available on January 22nd:

   Express Mail Flat Rate Box - Similar to the popular flat rate boxes for Priority Mail, you get the box for free and can ship up to 70 pounds to any domestic location for $39.95

   Priority Mail Regional Rate Box C - Last year USPS introduced regional rate boxes which seemed best suited/priced to mid-weight shipments and came in two sizes, A and B. This year a third larger size C is now available allowing you to ship up to 25 pounds for the 17lb rate.

   Both of these service options are now available in CMS, including their corresponding rates.

3. Endicia APO and International - There are a lot of great reasons to use USPS and Endicia including free boxes, no fuel or residential surcharges, free Saturday delivery, and discounted "commercial base" rates so you pay less than the retail counter. The integration between CMS and Endicia's Dazzle software has made it fast and easy to process domestic shipments, just scan and your label will print! International and APO shipments, however, have been more challenging with customs forms, usually resulting in someone manually filling out those forms. Not anymore..
   
   We have improved the integration between CMS and Dazzle to make international and APO shipping just as fast and easy as domestic shipping, of course with a little help from Endicia. Some of that help comes in the form of a small 6x4 shipping label that has an integrated customs form. You have just one label to print that has your postage, ship-to and return addresses along with all the customs documentation necessary, and CMS will fill all of it out for you! Just scan (or type) your package barcode and you're done.
   
   This 6x4 form is small and allows up to five line items. For larger orders, a separate customs form will be required that handles up to 30 line items...but no fear there either as CMS will still provide the necessary data to Endicia allowing it to be completed and printed.
   
   Even if you choose not to use USPS for any of your domestic shipments, USPS can be a great option for your APO and international shipping needs. Priority Mail International Flat Rate is a popular international service and those flat rates are built into CMS. As an example, flats and small boxes are $12.95 to Mexico and Canada, $16.95 to other countries.
   
   To make these improvements possible, we've added the following settings and enhancements to CMS:

   1. Dazzle configuration - Added a new Options tab to Setup>Shipping>Carriers & Methods>Endicia. There you can specify if you want to use the 6x4 label options. If enabled, CMS will automatically use them for shipments of 5 items or fewer, otherwise will default to the standard customs forms and the layout you have setup to use with the package's shipping method.
      
   2. Workstation setting - In Setup>General>Workstation Specific>Shipping you'll need to tell CMS where your local install of Dazzle resides. This used to be a global setting for the network but now must be setup at the workstation level.
      
   3. Default customs value - According to Customs, every item has a value, even those you are not charging for. The best industry practice is to assign a small customs value to items that you sold for $0.00. This new setting, for a default customs amount to use for $0.00 items, can be found in Setup>Fulfillment>Fulfillment Options>Shipping. In customers we've worked with, $0.50 seems an acceptable value to use here.
      
   4. Harmonized Code - Sometime refereed to as the HS or HTS code, this classification code for customs is optional but, if you setup your products in CMS to include the HS code, CMS will include it in the data passed to Endicia for your customs forms.
      
   5. Manifest warnings - If you are attempting to process an APO or international shipment, CMS will warn you if any of the needed customs information is missing for the products being shipped (weight, price, description, and country of origin). After this warning you can either halt the shipment, add that data to CMS and reprocess, or ignore the error and add the missing data to the customs form in Dazzle (former preferred).
      
   6. Continue to Wait - In situations where you allow CMS to pass an incomplete shipment to Dazzle where you expect to add the missing customs information, instead of timing-out waiting for a response, CMS will now raise a "Continue to Wait?" option.
      
   7. 30 Customs Lines - CMS will now pass up to 30 line items for customs documents. In cases where you have more than 5 items or are not configured to use the 6x4 label, the larger customs forms will be used which accommodate up to 30 items.
      
   8. Customs Signer - CMS will now pass "Customs Signer" and "Customs Certify" to Dazzle, using the operator logged into CMS, so their name can be printed on the customs form and does not have to be physically signed or filled in.
      
      Call us with any questions or go to Endicia's site to sign up for their inexpensive Premium account with a free trial.
      

4. Customer - Last Modified - A new field has been added to the History tab of the Customer record to indicate when that customer was last edited. This compliments the other similar fields for when the customer was first added to your list and their first and last order. If you were to just update a customer's address, phone, email, resolve a todo, send an email, change a customer description code, etc.; any of those actions will update the last modified field.
   
   When you install your CMS update, a routine will be run to initially set this date corresponding to your last customer history event. Moving forward, that date will simply be updated by any customer edits.
   
   This field is currently for visual reference only. If you find you'd like to use this in other ways like printing, mail filtering or or other purposes, please let us know.
   
   
   

5. Bug Fixes and modifications

8.0.3.312

Order Imports - Package level shipping methods specified in the XML were not being recognized and all packages were being set to the default ship method - 37974

8.0.3.311

Order Entry - Multiple uses of the Advanced Product Search would cause an access violation error - 37133

Products - Split off the Tech Info field from the Tech/Ship tab and moved it to its own tab where it is combined with a new field for Additional Product Info. Technical Informaiton is available, formatted in RTF, in Order Entry when clicking the Tech button for a selected product. Additional Product Info is plain text only and not available in Order Entry. - 37133

Order Entry>Items - Scrolling through the product list could cause CMS to jump back to the beginning of the list. This behavior is still possible holding down the arrow key but now works correctly using the mouse - 37067

Order Entry - Assertion Failure error possible if exiting Order Entry after scrolling through the product list - 37105

Deleting a proforma was converting it to an itemless order and a link to that order was left in the customer's history - 36830

8.0.3.310

Error when attempting to paste rich text (RTF) into customer history - 36933

Manifest - Error " is not a valid integer value was possible after dropping a package - 35831

8.0.3.309

Exactor integration - Get Tax call was not working properly with returns - 36725

8.0.3.308

Time-out Handling - For non-silent processing (OE, Returns), the timeout is now 10 seconds (was 5). We are not setting any explicit time-out on the http request itself, we are simply monitoring the request and will raise a "do you want to wait?" dialog if it takes more than 10 seconds. For silent processing (BO/FS fulfillment), the http timeout is being set to 40 seconds - 36537

Order Imports - Possible for imported orders to create duplicate customer history entries - 36511

8.0.3.307

Order Entry - Loading previous charge card info into Order Entry/Apply Payments that had the corporate flag set fails to set the corporate flag as "checked", and so subsequent saves set the flag to "false" - 36488

MPS - Tax node missing on some corporate payments which could affect the purchase card number from being accepted - 36355

8.0.3.306

Automated Imports module - Further improvements to the handling and identification of single vs multiship orders - 36002

8.0.3.305

CV3 - Order Status uploads to CommerceV3 were failing due to a incorrect http reference in their published WSDL. For the moment this is being solved in CMS by our hard-coding the order status URL to https. This will remain hard-coded until CV3 corrects their WSDL at which point we can revert CMS to using a dynamic read of the proper URL. - 35959

Automated Imports module - All single recipient orders were being misidentified as multiship and thus failing the multiship validation check if that condition was used - 35889

8.0.3.304

Manifest - Added F7 hotkey to Label for Endicia (was only working for UPS) - 35944

Manifest - CMS standard shipping labels (no shipping integration) were trying to run as a Crystal form - 35117

8.0.3.303

Imported orders with the Best Shipping method were creating a separate package for each item on the order - 35882

8.0.3.302

Tracking links would not always point to the right carrier's site when using Best Shipping - 34899

Manifest - option added in Fulfillment Options>Shipping>Manifest to suppress the confirmation dialog after clicking Label (F7), a new 9.0 feature being pushed back into 8.0 - 34963

Updated reports - Grouped Invoice Summary, Credit Journal Summary - 33063 and 35566

New beta report - Adcode By Catalog - 35515

8.0.3.301

Problem Payments - Payments authorized via Problem Payments were not updating the balance on the invoice they were applied to (applied flag was not set) - 35529

Order Review - When editing an order, the Back Order Options screen for a selected product with sizes and colors would only display the quantity available for the first SKU for that product - 35637

8.0.3.300

Imported orders were not generating order confirmation emails - 35443

8.0.3.299

Returns - The ability to right-click on the AddAdj amount of a return to send it to customer credit instead was not functional - 35374

Order Entry - CMS was not allowing unit prices of less than $0.01. Support up to for decimal places ($0.1234) added/fixed in Order Entry, Products, and Purchasing - 35438

8.0.3.298

Order Review - Improved how CMS displays and handles packages in edit mode. When editing an order CMS was trying to calculate weights and costs as if it were a new order, even for packages in the Manifest or that were shipped. As a result it was also possible to lose duped/additional packages when re-saving an order - 35137

Order Review - Additional packages created by duping in the Manifest or from write-backs form external shipping integrations will now show a message in their Package Contents stating - "Duplicate Package - Contents Unknown" - 35137

Additional packages written to the External_Shipping table (used with some shipping integrations) were not creating new package records (existing packages were still properly updated with shipped dates and tracking numbers) - 35293

Problem Payments - Authorizations obtained from Problem Payments were not saving nor was the Apply Date being set to today for a successful authorization - 35276

8.0.3.297

Apply Payments - Error if opening invoice after column sorting in grid - 35181

Installation - During the database update it was possible to experience an error "Data too large for variable Notes_Unformatted" - 35265

8.0.3.296

Charge Processing - Access Violation error when attempting batch approval (individual approvals were not affected), regressive to 8.0.3.294 only - 35046

8.0.3.295

Charge Processing - If there was a communication problem with the processor and a subsequent attempt to obtain an auth was successful, the capture could still fail due to a error flag that wasn't cleared but the successful auth - 34929

Installation - During the database update it was possible to experience an access violation error due to a process that is moving customer notes data to a new field - 34650

8.0.3.294

Payment Problems - If you clicked Close or X in the Payment Problems screen after obtaining an approval, you could lose that approval if the payment was not first saved - 32919

Products - Cannot copy/paste text with double quotes or hyphens in the Tech Info section - 33510

Mail List Export - Added new export field for "First phone not fax" to export the customer's first non-fax phone number, regardless of other phone types. This addresses a problem in previous exports that only allowed for specific phone types (e.g. home, office, etc.) to be selected and exported - 20105

8.0.3.293

Setup - Workstation override for label printers was not being recognized - 34404, 20470

Mail Label printing - CMS would still print to the label's default printer even if an alternate printer was selected - 20751

Order Entry - If a back order item was replaced with a stocked item by typing over the product code, a return lot was created for the errant restocking of the back ordered item - 34429

Order Entry - If a credit would be created as a result of an over payment, and that payment was removed or the amount reduced, the credit was still being created - 34639

Order Imports - Error would occur if trying to save an imported order as a proforma from Verify Imports - 33323

Invoice Filters - Single item filters were not filtering out multi-item orders - 33299

FedEx - Rates were not calculating for some FedEx methods due to missing zones - 34947

Shipping Costs - The final shipping cost for a package was being updated/overwritten by CMS when an order was edited. This cost is now locked and will not be overwritten for all shipped packages. This final cost is also displayed in Order Entry when reviewing an order, even in edit mode - 19243

Returns - Exchange items now default to qty 1 and CMS will prevent you from saving a return with an item that has 0 qty ordered - 34445

POS - Shipping charges are now properly removed when switching to POS mode or added when switching from POS mode - 34827

8.0.3.292

Order Review - Errors possible when navigating through an order with fulfilled dropship items - 33519

Database - Updated SHIPPERS table with corrected UPS SurePost descriptions - 34208

Payments - Corrected issue with electronic checks payment information, added through Apply Payments, not showing correctly in Order Entry - 32687

Order Imports - Status window improved and can be resized to facilitate longer messages - 32987

Order Review - When scrolling through orders, an Access Violation would sometimes occur when scrolling past a POS order - 34448

8.0.3.291

Automated Imports Module - Added validation check for discounts/adjustments - 34320

Automated Imports Module - Added validation check for Notes (invoice notes) - 28400

8.0.3.290

Order Entry - Item quantities greater than 999 were not being accepted. The Qty field has always been unlimited but a change in 8.0 was not able to properly interpret/ignore commas that were automatically inserted. The Qty field width has also been increased - 34526

Catalog Requests - If a catalog request included a source code it would always update the customer record with that code. Logic changed so that it will only set the source code on the customer record if the field is blank, never overwriting an existing code - 34323

8.0.3.289

Picking Report - If an item was replaced on an order by backspacing over the item and the new product code typed in, the picking report would show the original item, not the replacement item - 33484

Setup>Catalogs - The 'Copy items from previous catalog' option was not bringing in page and percentage - 33243

The 'Save As' button was still available after an order was saved as complete. (regressive) If a completed order was subsequently saved as a proforma or temp, it could delete the original order. Save As is once again only available before an order is saved as complete - 33508

Proformas - An unallocated proforma or temp save could errantly allocate inventory if there was an one-time or non-inventory item on the order - 27382

Order Entry>Paragraphs - After saving an order where a paragraph was used in the Invoice Notes, that paragraph selection will be retained for the order entry session and the Paragraph button will be enabled, allowing quick access to often used paragraphs without having to reselect for each new order - 32909

Order Entry - Improper notice of customer credit can occur after editing a saved order and deleting a payment - 34314

Order Entry - Possible for the Multiship button to appear over the ShipTo combo when retrieving a multiship order - 34424

Temp Order Management - Renamed "All Orders" to "Proforma and Temp". Changed the default radio button selection based on how the screen is being launched (order menu vs POS button). Filter corresponding to radio button selection now auto-applies on launch - 34112

Returns - New option in Setup>Order Entry Option "Allow return items and a higher price than original" - 33881

Returns - The return of items with a line-level discount were not displaying the discount percentage if the item was edited - 34121

Returns - All changes to an edited return item were not canceled when the Cancel option was selected - 34351

Returns - POS orders were not allowing returns to save if the order did not have a customer. This is now only enforced if a credit is being generated - 33051

POS - Adding a new item to the order would default the new item's quantity to the previous items quantity if the mouse was used to select the product from the product combo - 33149

POS - Unable to reprint a sales receipt for a return invoice - 34311

POS - Tmp Save button was still available when editing a saved POS order - 34068

POS - Scanning a SKU-level UPC code was still prompting the SKU selection grid. Now adds the SKU to the order without having to select from the SKU grid - 33708

8.0.3.288

Fulfillment Forms - Error when attempting to edit a Mail Label layout - 34162

Order Editing - CMS will pop a warning message if your edits to an order will create a negative balance. An earlier version of 8.0 added a safeguard to prevent saving any changes that would result in a negative balance. This has now been changed to a warning message and will allow the save - 34042

8.0.3.287

UPS XML - Now suppressing declared value from being passed in the XML to Worldship for SurePost service levels since insurance is not an option and was causing Worldship to reject the shipment - 34205

8.0.3.286

Email - Repeated Test mode emails with attachments could result in errors due to the attachment list not being cleared - 33952

Customers - Clicking the New button to create a new customer record, from a customer record that had external spending and frequency (used to track unconverted spending and frequency in a database conversion), would give the new customer the previous customer's external spending and frequency. No affect on normal CMS spending and frequency. - 33996

CMS is no longer creating its own temporary folders (e.g. CMSXXX) for caching PDF's. It is now using the User/System defined temp folder - 33689

8.0.3.285

Returns - Tax exempt customers were still being charged tax. Added new warning and safeguard when customer's tax exempt status has changed between when the original order was placed and when the return is initiated. Returns will use the tax status of the initial sale regardless of the customer's current tax exempt status - 33106

Returns - Multiple returns against an order with an order level discount could cause a balance issue due to rounding and CMS would not allow edits to the order to save - 31866

Returns - Possible for items added to an return (exchange) to cause an incorrect additional adjustment - 33078

Contact Manager - The new Last Modified field could have been incorrectly updated when a subsequent CMS update was installed since the update was modifying the CUST table - 33894

8.0.3.284

Worldship 2012 - Additional Sybase driver files now installed to support ODBC connections from the latest Worldship 2012 update (v15.0.15) - CMS Workstation Update Install is Required on Worldship Machines - 33755

UPS XML integration - Corrected problem with CMS referring to wrong setting to determine if QVN options were selected - 33821

UPS XML integration - Cost from Worldship (actual total shipping cost) now updating package cost in CMS - 33458

Cancelled packages are now suppressed from shipping views and the Manifest to prevent packages on cancelled orders from being shipped - 33697,33736

Large PO's could freeze CMS by using too much memory - 33690

Unshipped screen and setting of shipped dates was sluggish - 33228

Returns of fully paid invoices could result in an Access Violation - 35501

Pay Name field missing on American Express payments in Order Entry for Point of Sale (POS) orders - 33610

Verifying imported orders or editing standard orders on a machine configured to operate in POS mode was opening the order in a POS order entry window instead of opening as a standard order - 33218

The stock Crystal SalesReceipt.rpt for use with POS is now properly including the Receipt Message text from Order Entry Options>POS Module - 33628

Payments grid in Order Entry has had its columns rearranged so the Applied Amount field is now next to the Apply Date and visible without having to scroll - 33325

Edits to the quantity discounts grid in the Products section was not saving when clicking Apply - 33503

Products with sizes/colors (SKU's) were inherently sharing quantity discounts and now do not. If you have items with SKU's and you want them to share quantity discounts, those SKU's must be assigned the same Discount Price Group (the same way you group any items together for the purposes of sharing quantity discounts) - 33807

Invoice Filters - State option generates SQL error - 33717

Setup>Catalogs - Edits to catalog notes were not saving. Clicking Close was not prompting to save unsaved changes - 33754

Setup>Catalogs - Hourglass would run continuously and never revert to standard pointer - 33746

Logging - Request level logging for Sybase was missing a needed parameter - 33533

New database function - fGetPackageCostsForOrder to return the sum of all package shipping costs. Will be used to support new reports - 33521

8.0.3.283

Employees - Possible to get an access violation error when trying to change the email address associated with an employee if your list of email accounts was longer than could be displayed - 32929

Endicia - Package type has been corrected for Priority Mail Flat Box Small, fixing an error reported by Dazzle when trying to ship with this method - 33504

Word Processor/Email fixes:
*Added support for PNG images
*Preview Email button fixed
*Error was raised when clicking the New Document button
*Background color button removed (not supported by TRichView)

8.0.3.282

Error logs were not being transmitted between builds 276-281 - 33507

8.0.3.281

Addressed possible open transaction issue with back order and future ship fulfillments - 33470

8.0.3.280

Return reason not preserved when editing a return line - 33035

Body of bulk email not saving into customer's history - 32556

Subject line not populating on retrieved emails. This fix led to a list of assorted other changes listed below - 32856

Email option in Customer>Mail List menu renamed to 'Bulk Emails' to better reflect its use.

Individual and Bulk email screens merged so the same interface is available for both. One result of this is the addition of a Test button to individual emails, handy if you want to test formatting/images/attachments before you send.

Added tool tips to some of the word processor menu buttons. Also removed File Open/Save buttons so there is only one set of Open and Save buttons, and those pertain to CMS letters instead of external files.

Fixed the Filter button and ability to select a customer description code on Bulk Emails screen.

ISO codes corrected for Virgin Islands and Wake Island - 33334

New database function fGetCOGSForOrder added to support the release of a new report (coming in CMS 9.0). Function returns the cost of goods sold for the entire order - 33438

8.0.3.279

Vendor lot ID's were not being preserved when creating Return Lots (lots for the return of shipped items) - 33279

Restored missing Bad flag on check payments - 33303

8.0.3.278

Transaction Logging - Added logging of all CMS database transaction commands and writes to a file called translog.csv located in same directory as CMS.exe. File should remain small and may be requested by NHS Support when troubleshooting some issues - 32903

8.0.3.277

Customer Activity report - Notes were not displaying properly - 32442

Returns - Was not possible to reduce the price of a returned item - 32712

Order Entry - Setting a shipped date on an invoice while in Edit mode could cause other edits to that order to be lost - 32697

Verify Imports - Order Entry sessions used for verifying imports will no longer show an edit button since orders being verified are inherently in edit mode and cannot be in another state (until saved) - 33011

Return Reason not viewable in Order Entry - added right-click option in Item grid to allow display of return reason - 33039

Returns - No longer possible to return a fractional quantity of an item that is not configure to allow decimal sales - 10784

Order Entry - Closing an order in progress was not saving if user responded Yes to Save prompt on exit - 31666

Order Entry - New items set to a Shipped (SH) status in the Items grid will be immediately disabled (cannot delete, change qty, etc.) - 32867

POS - Standard POS mode (without POS module) was trying to access the pole display and throwing an error - 32950

Returns - The window that pops up for editing returned line item data was taking too long to respond - 33119

8.0.3.275

Payments created automatically for backorder/futureship fulfillments had an Apply Date corresponding to the original $0 payment on the -1 invoice. For orders more than 30 days old, this could cause the payments to miss batch approval since the default window for approvals is 30 days back. Payments created for fulfillments are now have an Apply Date = to their fulfillment date - 32915

Scheduled Payments - If a payment is unapplied, it now resets its Apply Date. The Apply Date will reset to the date the payment becomes applied (e.g. clicking Apply in Order Entry>Money) - 32765

Inventory - Possible for too much inventory to be returned to stock if a partial backorder is deleted from a saved order - 32675

8.0.3.274

Updated Reports - Product Sales Detail, Credit Card Transactions, Lot Shipments, Current Fulfillment Status, Batch Detail, Batch Status, and Duplicate Customers report

Emails sent from CMS were not creating History records - 28475

Dropship Summary report included cancelled items - 28944

Imported Orders could not be saved as Temp or Proforma - 26055

8.0.3.273

Updated Reports - Payments Received/Applied, InvoiceTemplate-w-BC, InvoiceTemplate-qo-BC, Proforma Invoice Form

New Reports - Crystal Pick Ticket, InvoiceTemplate-Email

8.0.3.272

Order Entry - Phone grid was allowing edits while not in Edit mode - 32923

Importing Orders - Window size was incorrect and was hiding Close button - 32987

8.0.3.271

Unable to email addresses with a hyphen in the user name or domain name - 32504

Tab order in Order Entry>Money - introduction of the new Apply Date field between the paytype and the credit card number changed the tab order and led to some operators attempting to enter card data into the Apply Date field. Change the tab order so Apply Date comes after Payment Name - 32766

USPS Media Mail rates were correct in the database but CMS was only pulling a single rate - 32818

Endicia - Incorrect package type for some letters and flat rate envelopes - 32835

ToDo - Clicking the Phone button may not assign the proper customer to the todo - 32711

ToDo - The ToDo button in the Phone window was disabled - 32555

Incoming Call windows was not centered - 32704

Report - PaymentReceivedApplied missing $ sign in term discount grand total - 32836

Installer stops the database load/unload process if it encounters a database with a hyphen or space in the name - 32561

8.0.3.270

Automated Imports Module - Error when auto-verifying imported orders - 32933

8.0.3.269

Individual Approvals - Date field was incorrectly displaying the created date. Now shows Apply Date. If a payment with a future apply date is retrieved, the user will be warned but allowed to continue - 32756

Purchasing - Unable to edit some purchase orders - 32800

Edit Shipped Orders - Tracking number can now be clicked or copied from Shipping tab without being in Edit mode - 32599

Kits were recording twice the amount of inventory pulled in Lot_Item table which could affect some reports/forms but did not affect stock levels - 32760

8.0.3.268

POS checkbox was showing in Order Entry after clicking Clear, even for users not configured for POS - 32615

Request Level Logging improvements to help better analyze obscure problems - 32659

Access Violation error with print forms and Reserved Product Message print task - 32606

USPS rates for January 22, 2012

New USPS service levels for Express Mail Flat Rate Box and Priority Mail Regional Rate Box C

Endicia modifications for improved international processing

Moved Endicia settings to workstation specific

8.0.2.267

USPS Manifest - Archive option now excluding international and is setting shipped dates on packages - 32382

Invoice Forms - Print task 'Reserved - product message' has been deprecated but the installer was recreating it. Suspending the recreation of the product task list with the update installer and will now only run with new installs - 32606

Purchasing - Unable to edit PO's - The PO list manager is renumbering the po_item objects because they are not being loaded in LINE_NUM order- 32471

8.0.2.266

Importing XML files - possible Access Violation with importing orders if there are previously unresolved catalog request imports- 32644

USPS Manifest functionality removed in 8.0 has been partially restored with a printing/archive option under Export/Import in the Manifest screen. This includes a new uspsmanifest.rpt and an archiving option that will set all USPS shipments' package.status to 20 (complete/shipped) - 32382

Avery mailing label design enhanced to include a Spacing tab. Also fixed problem with Test Alignment button not working (also exclusively an Avery label issue) - 32582

Order Entry - Error possible if a new product was created while order entry was open - 32512

8.0.2.265

Grid sorting added to Invoice Batching screens - 31268

Fulfillment Forms - 'Save As Copy' button deletes print tasks from original form - 32454

eCMS - Sale price uploading incorrectly - 32359

8.0.2.264

Automated import error when importing catalog requests - 32405

Fulfillment Manager - Payment confirmation emails showing in CMS - 32425

Order Entry - Best Ship method causes items to be placed in separate packages - 32428

Possible for source code to clear when scrolling through customers - 32452

Customer - History now showing non-modal

8.0.2.263

Errors with some compound filters - 32345

8.0.2.262

The print task for bar coded package number was not encoding the full package number - 32271

CMS invoice form templates updates to use the newer Middle 1 print tasks (converted M to M1 in PFORMDET) - 32360

8.0.2.261

Errors with some compound filters - 32345

Access Violation error when trying to print a fulfillment form with print task "Product Message" - 32307

Setup - Payment - Payment terms error - 32315

Setup - Company - Departments error - 32351

Contact Manager - Unable to issue refund of customer credit to Cash if the customer has previously used a credit card - 31704

8.0.2.260

Print Forms - Print based on Shipping not working - 32264

Print Forms - Print based on Payment not working - 32270

New FedEx International methods were missing - 28846

Apply Payments - Unable to change credit card number - 31435

Customers - Phone grid allows invalid entries that cannot be saved - 32198

8.0.2.259

Order Entry - Payment Plans - Fixed small rounding issues - 32159

Order Entry - Payment Plans - Improved flow of creating pay plans by controlling when/if Create and Accept buttons - 32265

Customer - Added table triggers to CUST, ADDRESS, CUSTHIST, PHONE, and CUSTDESC that will update CUST.LAST_UPDAT field to support new Last_Modified field in Customer>History - 31247

Installer - XMLconversiontools.dll was not being properly registered on install - 32182

8.0.2.258

Workstation update - access violation during first time login - 32231

Order Entry - Number pad not working in Size/Color grid - 32216

Order Entry - Fixed problems with accessing some info while invoice is locked from editing including payment buttons, ship-to checkboxes, and address validation. - 32174

8.0.2.257

Temp order management window - unable to open temp orders from the window - 32106

Whatsnew link now pulls from updates.newhavensoftware.com instead of running from local file - 28952

Gift Notes could not be viewed while invoice editing was locked down - 32170

8.0.2.256

Updated docs for 8.0.2 release including license agreement, whatsnew, CMS PA-DSS Implementation Guide and install notes/readme

Invoice PDF is left on desktop after emailing invoice (CMS Temp folder re-engaged) - 31616

8.0.2.255

UPS and FedEx 2012 rate changes

Yahoo imports error regarding "dtd not allowed" - 32136

Removed Preview and Print buttons from Today's Report (report was no longer functional and its functionality is replaced by Order Processing Summary report) - 32131

8.0.1.254

Reports updated to properly reference new Apply_Date - 31510

Order Entry - full view of order details without having to edit - 31471

Bank Deposit window problems with marking some checks as deposited - 32054

Apply Payments - PayPal ref# was not saving - 31671

Order Entry - Advanced or Description product searches should not go into Qty field after SKU grid - 31735

POS - Incorrect balance when switching between normal order and shippable POS order - 31738

Workstation option for spell check - 32009

Same ToDo can be opened more than once - 31523

Retrieved orders not displaying default ship method - 32086

eCMS downloads - Download button now immediately disabled after clicking and the eCMS processing flag is now being released properly even in the case of errors - 21550

8.0.1.253

Employee list and other grids max display of 72 records - 31875

8.0.1.252

Gift Sender's name available in UPS XML output - 31995

8.0.1.251

Installer hang when updating from v7 to v8 - 31674

8.0.1.250

Order Entry - Description Search was unable to add item to order - 31558

Locked editing of shipped orders - 27450

POS not recognizing credit card swipes - 31640

POS - display issue with change tendered showing from the wrong order if scrolling through orders - 30908