CMS Version 8.0.4 Release Notes
Introduction
CMS 8.0.4 includes the new 2013 UPS rates corresponding to their changes which are effective Dec 31, 2012. FedEx and USPS rate changes will be available in the coming weeks just prior to their effective dates.
When to Install - The shipping rates in CMS will be updated when you install the 8.0.4 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 new 2013 rates.
READ BEFORE INSTALLING 8.0.4
- Important information to prepare you for the transition to your new version of CMS.CMS 8.x to 8.0.4 Updates - If updating from an older version of 8.x to 8.0.4, 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 if you are not already running CMS 8.0.3.
CMS 7.x or earlier updating to 8.0.4 - 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 8.0.4 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.
Release codes - During the installation of version 8.0 you will be asked to enter your 8.0 release code. 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 including CommerceV3, UPS Worldship, FedEx Ship Manager, Endicia/DaZzle, ShipRush, MPS, TransFirst, and Authorize.net.
=============================================================
To download 8.0.4 now click HERE
=============================================================
8.0.4 ENHANCEMENT DETAILS
-
2013 UPS Rates - Rates and surcharges updated for the 2013 UPS rate increase, effective December 31, 2012. Details on the UPS rate change can be found on the UPS site HERE.
As expected you'll see increases on both for ground and air services as well as surcharges. These have all been updated in CMS as have the list of zip codes used to determine if an address is subject to a Delivery Area Surcharge (DAS) or Extended Delivery Area Surcharge (EDAS.)
You can review the list of surcharges in CMS under Setup>Shipping>Carriers and Methods>UPS. You're also able to edit surcharges here if you have negotiated rates with UPS. Just fill in the amount and check the box to activate. This override is for surcharges only and not the base rates. Contact us if you'd like to have us integrate your negotiated base rates into CMS.
Bug Fixes and modifications
8.0.4.313
2013 UPS rates, surcharges and DAS/EDAS zips added - 37772
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
=============================================================
To download 8.0.4 now click HERE
=============================================================