CMS Version 9.0.6 Release Notes

Introduction

CMS 9.0.6 includes the new 2014 UPS and FedEx rates along with some new service levels and a number of bug fixes. See below for details. Rates for USPS will also be changing in late January and those rates will be made available in a separate CMS update.

IMPORTANT - CMS 8.x or earlier updating to CMS 9.0.6 - Please refer to the 9.0 Release Notes and 9.0 Upgrade Plan for important information and details on upgrading to 9.0 before installing. Please contact us to discuss if you have any questions or concerns.

When to Install - The shipping rates in CMS will be updated when you install the 9.0.6 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.

This year UPS rates are effective December 30th while FedEx are effective January 6th. In most cases our clients are using only one carrier or the other so you'll want to install the update after the close of shipping/business on the last day before the new rates for your primary carrier are effective. If you charge your customers Shipping and Handling based on actual shipping rates for both carriers, please contact NHS Support for assistance with how to do a UPS rate only update.

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 2014 rates.

READ BEFORE INSTALLING 9.0.6

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

CMS 9.x to 9.0.6 Updates - If updating from an older version of 9.x to 9.0.6, the update will run quickly and is only necessary on the server.

CMS 8.x or earlier updating to 9.0.6 - Please refer to the 9.0 Release Notes and 9.0 Upgrade Plan for important information and details on upgrading to 9.0 before installing.

CMS 7.x or earlier updating to 9.0.6 - We recommend you update to 8.0.7 before upgrading to 9.x. Please refer to the 8.0 Release Notes for important information and details on upgrading to 8.0 before installing.

MINIMUM SYSTEM REQUIREMENTS – CMS 9.0.6 did not introduce any new system requirements. Our system requirements can be reviewed on our CMS System Requirements wiki page.

Release codes - During the installation of version 9.0.6 you will be asked to enter your 9.0 release code. You can access your 9.0 release code by logging into the Support Downloads section of our web site. Just enter your customer number and zip code to log in.

Server updates - The initial server update from 9.x to 9.0.6 will run as quickly as most other updates. If, however, you are updating from version 8.x or earlier, this update can take quite a bit longer than normal.

Workstation updates - Workstation updates are not required for upgrades from 9.x to 9.0.6. They are recommended for updates from 8.x or earlier.

PCI Compliance - CMS 9.0 has been successfully validated against the PA-DSS 1.2 specification by Coalfire Systems. You can find both CMS versions 7.0 through 9.0 on the PCI Council’s list of Validated Payment Applications HERE We are currently working on CMS 10.0 which will be validated against the new PA-DSS 3.0 specification.

Integrations - No changes to our standard CMS integrations in 9.0.6. All will continue to work as they had including CommerceV3, UPS Worldship, FedEx Ship Manager, Endicia/DaZzle, ShipRush, MPS, TransFirst, and Authorize.net.

Worldship - We've revamped how keyed imports work with Worldship to dramatically increase the speed of the imports. (no impact on XML integration) Please contact NHS Support or your account representative if you'd like to participate in the beta of this keyed import upgrade.

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9.0.6 ENHANCEMENT DETAILS

  1. 2014 UPS Rates - Rates and services updated for the 2014 UPS rate increase, effective December 30, 2013. Details on UPS rate changes can be found on their site at http://www.rates.ups.com/. Nothing unusual, standard increases to rates across the board including service/assessorial charges.

  2. UPS new methods - We've added two new service options for UPS:

    1. 2day Saturday - CMS has had Next Day options available for Saturday and we've now added the 2nd Day option. To use this you'll need to create a new shipping choice in Setup>Shipping>Carriers and Methods. Example
    2. Ground - CMS has always had methods for UPS Ground Residential and Ground Commercial. In the past UPS had separate methods for each but only for ground. All other services simply had a residential indicator (RDI). UPS now allows Ground to be treated like all other services where you can have a single method for Ground and simply set the RDI (the Commercial flag in CMS). This flag is automatically set for addresses validated using CMS's Address Validation Module.
      This new Ground method will work with our Worldship keyed import and XML integration methods. You'll just need to set it up in Setup>Shipping>Carriers and Methods. Example


  3. 2014 FedEx rates - Rates and services updated for the 2014 FedEx rate increase, effective January 6th, 2014. Details on FedEx rate changes can be found on their site at http://www.fedex.com/us/2014rates/. Nothing unusual, standard increases to rates across the board including service/assessorial charges.

    Note: FedEx has recently announced new flat rate pricing options but, since they are zone based, we think they are unlikely to be adopted quickly by our users, if at all, as currently structured. If sufficient demand is expressed for these options though we'll investigate adding support for them to CMS.

  4. FedEx Freight methods - New service levels have been added for Freight Priority and Freight Economy. To use these you'll need to create a new shipping choice in Setup>Shipping>Carriers and Methods for each. Example

    5. Documentation for Features Made Available after the initial 9.0.5 Release

  5. Hold Until Complete (HUC) Partial Fulfillments - One the reasons you'd use the HUC feature is to reserve stock for an order until all of the back ordered items become available. Initially you could only reserve the stock available at the time of order and then allow all remaining items to fulfill when they were available. Now, when processing back orders, if you select the option for 'Partial Orders Can Ship', CMS will allocate items to HUC orders without fulfilling them, allowing you to reserve/allocate stock for any items that have become available without having to wait until all remaining items on the order are available.

    Note that this Partial Orders Can Ship option applies to normal and HUC orders alike so if you have non-HUC back orders that you do not also want partially filled, you should not use this option.

  6. Double Discounts - By default, CMS will not allow an order level percent discount to apply to items that have already been discounted by percentage at the line item level. The purpose of this was to prevent double discounting. You may now enable a new option to allow double discounts to occur if desired. This setting is found in Setup>Order Entry Options>Money - 'Allow Order Discount when Line Item Discounts exist'

  7. Nexus States - Users of our beta Exactor tax integration service can now configure CMS for which states they have nexus in, thus controlling which transactions are submitted to Exactor for a tax request. Specifically any order that has at least one recipient in a nexus state will be sent to Exactor to determine tax for the entire order. This configuration is done in Setup>Company>States

  8. Discount reversals - Added a field for discount reversals on the Order Summary page so orders that have returns with discounts will better illustrate their financials.

  9. Bad Debt - The bad debt flag can now be set in out of edit mode. If set through the Options menu, it will now auto-save.

  10. Authorize.net POS emails - If you were operating a POS merchant account with Authorize.net, and an email was available for the customer, that customer would be emailed a receipt and you had no control over it (in Authorize.net or CMS). There is an option for MOTO/eCOM accounts to control whether or not you want such emails to be sent but not for POS. We've changed the default behavior so CMS will never include an email address with POS transactions unless you specifically enable this option.

  11. Scanners supported - We've added support for the Honeywell 1300G and Voyager 9520 bar code scanners. For a full list and additional details, see our CMS System Requirements

  12. Batch Approvals - The Batch Approvals screen was expanded to include a new field for Order Date to reflect the original order date of the earliest order this payment was applied to, if any. This grid allows for sorting by any column and how many to process so you can control which charges are processed. This window can also be resized.

  13. Vendor Notes - Two fields were added to the vendor setup screen:

    1. Notes - General notes field, similar to Primary Notes in the Contact Manager.
    2. Min PO Amount - The minimum order total for any PO's for this vendor.

  14. Bug Fixes and modifications

9.0.5.159 - 161

UPS - Updates to 2014 rates, surcharges, and remote area zips - 42392

UPS - Added 2nd Day Saturday service level - 42392

UPS - Added Ground (generic, not hard-coded to residential or commercial) service level - 42683

FedEx - Updates to 2014 rates, surcharges, and remote area zips - 42382

FedEx - Added Freight service levels - 42382

Credit Card Voids - Unable to void a captured card on the same day - 42350

Order Review - No change to Shipping Charge after choosing any Accessorial charge option in Package Labeling. Will now prompt for a shipping recalculation when leaving the Labeling options - 41986

Hold Until Complete - Invoice notes entered before fulfillment were being lost on fulfillment - 42570

9.0.5.158

Magento - Added support for future ship dates (Magento Setup Guide updated with details) - 42527

Magento - Access Violation during upload of size/color product data - 42432

Installer - Removed workstation install option when installing an update on a CMS server - 41341

Order Entry - Past Items fails on a multi-ship order - 35899

Order Entry - Access Violation when adding past items to order - 42363

9.0.5.157

Magento - When a product sku fails to upload the product is still markedas complete - 42394

Magento - Improved support for size/color attributes - 42339

Magento - Constraint error when updating size/color products - 42376

9.0.5.156

Order Entry - If CMS was configured to capitalize all names/addresses as they were entered, orders imported in mixed case could create customer records that had a first name in all caps and a mixed case last name - 38434

Fulfillment - When fulfilling orders it was possible for incorrect packages to be created, either too many packages or packages would have the incorrect weight which would case Best Shipping rules to assign the wrong method - 42278

HUC - Fulfilling an HUC order with the virtual packages option disabled would cause the package to drop from the order - 42272

POS - Setting for default shipping method for POS was not saving - 41438

Multi-ships - Recipient phone numbers were disappearing on save - 42254

9.0.5.155 - Internal Only

9.0.5.154

Order Entry - When editing an order you will no longer be able to delete a line item that has been fulfilled on another invoice (e.g. back order or future ship fulfillment.) Such items must instead be returned. Items fulfilled onto the same invoice, as in the case with Hold Until Complete (HUC), can be deleted and this delete will remove both the ordered and fulfilled records for that line item - 42124

Order Entry - Standardized use of Alloc_qty, Cur_sent, and Fulfill_dt in table ITEMSORD to ensure alloc_qty is sent consistent with sent_qty while cur_sent is only maintained on the parent (usually invoice 001) item. This will correct some reporting issues (Physical Inventory report, allocated qty) - 42145

9.0.5.153

Scheduled Emails - Scheduled emails (previously known as Survey Emails) were being created for customers without email addresses. Having an email address is now a prerequisite, as it has been for order and shipment confirmations emails - 40591

Find Customer - Searching for a customer by phone number would display the same customer multiple times if that phone number had been used multiple time (e.g. billing, mailing, and shipping address). Results on phone searches are now unique by customer number - 24361

Kit Builder - Removing a reserved kit from a batch places the reserved inventory back into stock. This process was also increasing the received qty of the lot it was restocking - 42099

Order Entry - Setup option added to allow order level discounts to be applied to items that also have line item discounts. This setting is found in Setup>Order Entry Options>Money - 33469

Order Entry - Back order confirmation window was coming up multiple times when changing warehouse for a back ordered item - 41445

Order Locking - The Options button on View Invoice in Order Entry will now look for and set order locks, preventing edits from other users while performing the operations in this section - 41520

Exactor - Added configuration for "Nexus States" in CMS Setup>Company. This is used only with tax api integrations (e.g. Exactor). CMS will only submit tax calculation requests for nexus states to the tax service. For non-nexus states, CMS will not require that the Get Tax button be clicked as a condition of order saving - 41517 and 41727

Returns - Added Discount Reversal field to the Order Summary column and added safeguards to ensure proper calculations on complex orders with multiple returns/exchanges - 42033

Unshipped - Orders on any type of Hold are now filtered from the unshipped orders list - 32827

Bad Debt - Can now be set in or out of edit mode and does not require saving after setting when set outside of edit mode - 26196

Bad Debt - Improved display on View Invoice to prevent conflict with other side bar messages - 41521 and 41604

9.0.5.152

eCMS - For kits that have their own stock (i.e. do not pull from component inventory real time), CMS was uploading the available stock level as if it pulled from components - 35972

eCMS - Kits that pull their stock from components are now being properly flagged for updated stock level uploads when the stock level of any of the components change - 39258

Kits - Products set as "Kit Component Only" were being displayed in Order Entry. Normally this setting should suppress these items from being selectable in Order Entry - 41655

Authorize.net - New option added in PCI Administrator to allow emailed charge receipts for POS orders. For non-POS orders there is a setting in your Authorize.net admin to indicate if you want charge receipts emailed but there is no such option for charges processed through a POS account. The default in CMS is to not send emails but, if you wish to continue to send them, as has been occurring, you can enable this option - 39830

Best Shipping - In instances where CMS recreates the packages for an order (possible after edits or fulfillments) the logic for Best Shipping and the assigning of shipping methods by weight was not being triggered. It will now take place immediately after any repackaging - 42000

Scales - If you were using a scale with the CMS Manifest and then opened the Products screen, where weighing is also an option, an error would be raised since both forms were trying to access the scale at the same time. The Manifest now has priority and the scale will be unavailable in the Products section while the Manifest window is open - 41769

PCI - The routine that runs nightly to enforce your selected data retention policy logic has been enhanced so that a credit card number will only be cleared from the database if it is captured (and matches other criteria such as number of days and if the order is not fully fulfilled.) While unlikely, it was possible for an order to be fulfilled after the data retention policy time period and, if that card was not captured the same day it was fulfilled, it could have been deleted before it was captured - 38808

9.0.5.151

Variable Kits - When future shipping a variable kit, the date was not being assigned to the kit header or component - 42024

Order Entry - Unable to select the Multi-Ship button on a new order following the save of a multiship order - 41845

9.0.5.150

Kits - Possible for errors to be raised when attempting to de-allocate a kit that pulls its stock from components. Scenarios include returns with the Restock option and saving as Temp or Proforma without allocation - 39337

9.0.5.149

MPS - Authorization reversals and the voids of captured transactions were failing due to a change at MPS where they no longer can accept non-alphanumeric characters (CMS has long used a hyphenated order-customer number for invoice and reference numbers.) Removed all non-alphanumeric characters from the invoice/refno fields - 41580

9.0.5.148

Proformas - Shipping formula calculations based on weight or number of packages was not properly accounting for the order's packages. This also had ramifications on shipping charge calculations for orders that were a mix of stocked and delayed items - 40613

Mail List Exports - CMS was not recognizing edits to the destination file name after the first export in a session - 25203

Exactor - Unable to save a return with no items - 39470

Scheduled Payments - Business days were always being factored, regardless of user setting. Additionally when the scheduler code adjusted for business days, it didn't re-adjust for the next cycle so date-creep could result - 40086

9.0.5.147

MPS - Increased the size of the ACQREFDATA field in the CHARGEINFO table from 50 to 150 - 41580

Returns - If returning an item to a warehouse other than the one it was sold from, the item was not being properly restocked in the alternate warehouse and was possible for the Sent Qty on the item to be 0 - 40596

Proformas - A proforma that consisted of only dropship or non-inventory items was not prompting for allocation when saving as a completed order causing the Sent Qty to remain at 0 - 41389

Proformas - Addressed problem where packages were not being retained for saved proformas and in some cases were not created when the proforma was saved as a completed order - 40572

9.0.5.146

Vendors - Added fields for Vendor Notes and Minimum Order Amount - 41378

Staging - Added multi-select capabilities to the shipping method combo box - 40770

eCMS (all) Plug-ins

Magento Plug-in - Added support for gift message (requiring use of the v1 API data) - 41427

9.0.5.145

Batch Approvals - Added Order Date column to the grid and the ability to column sort. The sort order in this grid controls the sequence in which the charges are processed. Particularly useful when used in combination with the feature in Batch Approvals to limit the number of transactions to process, giving you control over which charges to process and thus release into the next phase of the fulfillment flow. When sorting by order number, charges without an order number (e.g. payments not applied to an order) will always be at the top of the list to ensure they are processed - 41179

9.0.5.144

Kits - Packages were not being assigned to kits in Order Entry (adding to solution in 9.0.5.131 under ticket 40488) - 41400

9.0.5.143

POS - IMPORTANT - Point of Sale orders placed using the free POS feature of CMS were not getting set as shipped automatically on save. The solution to this required moving the setting of Default POS Shipmethod from the POS Module tab in Setup to the Point of Sale tab in Order Entry Options. This option must be configured before placing POS orders with or without the POS Module. You must have one or more shipping choices configured to use the service level "Customer Carryout" for the carrier "Other". The Default POS Shipmethod selection box is filtered to only allow customer carryout methods - 40414

Proformas - Proforma orders that consisted exclusively of dropship or non-inventory items would not prompt for allocation on edit and would not set Sent quantities or packages on save. Note: You should answer Yes to this allocation prompt, even if all items are dropship or non-inventory, if your intent is to save the order as Complete in this session - 40613

Order Review - Added a safeguard in Order Entry to disable the Options menu when in Edit mode to ensure that any edits made via Options are not lost - 35087

9.0.5.142

Order Imports - CMS was not importing an order if it did not have a shipping address - 41314

9.0.5.141

NCOA - Reverted change implemented in 9.0.5.136 (RT 40781). We were able to get Peachtree to commit to supporting the 589 length return file to ensure compatibily with all versions of CMS. Proper record length should be 589 (587 in their layout report.pdf plus CRLF) and a notes/info field of 22 bytes - 41269

Order Imports>Yahoo - Corrected a file processing problem when importing orders from Yahoo stores - 41278

Help - The updated v9 Help file was not being installed and the v8 Help file was being installed instead - 41186

9.0.5.140

HUC Payments - CMS will now default payment amounts to $0 for Hold Until Complete orders. This is done by default now since the fulfillment of the HUC order will result in the creation of a single full payment for the entire order. You may still override this and enter any desired amount if you wish to take a downpayment on the HUC order. This $0 default applies to all hand entered HUC orders and, for imports, CMS will also automatically reduce the payment amount to $0 for any uncaptured charge card or echeck payment - 40412

9.0.5.139

HUC Packaging - When fulfilling a Hold Until Complete (HUC) order, if it was fulfilled on a date later than the date entered, it would place the fulfilled items into a new package when the desired behavior is to allow the items to fulfill into existing packages (provided all other packaging rules are met.) An exception for HUC has been added to the packaging logic which will allow items with different fulfillment dates to add to the same package. In other words, you should have the same packages after an HUC fulfillment as you would have had if all the items had all been available during the initial order creation - 40413

HUC EDC - Payments applied to Hold Until Complete orders are allowed to process in both Batch Approvals and Batch Capture (EDC) sections. HUC orders should normally have a $0 payment (see 9.0.5.140) on the initial save and a full payment is created on fulfillment. You may, however, take a down payment on the HUC order to allow it to be partially or fully paid in advance of the fulfillment. This change will now allow that down payment to fully process - 40412

HUC - Added a safeguard to ensure that the Hold Until Complete flag can only be manually selected on orders with at least one back ordered item - 40053

Packaging - CMS was allowing back ordered items and in-stock items to be placed in the same package for imported orders - 37856

Order Entry - Editing a saved order and changing the size/color for an item was not properly restocking the original SKU or allocate the new SKU. This works as expected pre-save but not for editing a saved order. The ... button which is used to open the Size/Color selection window is now disabled after the order is saved. Edits to SKU's will require removing the original product and adding then adding the new product/SKU to the order to preserve proper inventory control - 40905

Products - Added field to the Inventory tab of Products for Minimum Order (quantity) which will also be displayed in Purchasing on the Items tab - 40383

Purchasing - Added display fields for In Multiples Of and also the new Min Qty field (see above) - 40383

Purchasing - Fixed an error message loop that would occur if you re-selected the same item (on the same line) where it would warn you that the item already existed on the PO (a PO can only have one instance of each SKU) - 40383

Contact Manager>Credits - When attempting to refund a customer credit from the Contact Manager, the Issue Refund button was not enabled for credit card payments unless you entered the refund amount first - 34107

Products - When scrolling in the product list and there was a kit and a product group adjacent to each other it would raise an error "Cannot perform this operation on a closed dataset: - 40765

eChecks - eChecks are only processed as a single step transaction (essentially authorized and captured at the same time) so we've made changes to Batch Approvals to all these payments to auth/capture in a single transactions even if the credit card payments are only authorizing - 40992

9.0.5.138

USPS Priority Mail Express - The US Postal Service has re-branded Express Mail and it is now known as Priority Mail Express. All references in CMS to Express Mail have been renamed to match the new naming convention. This change will not impact the integration with Dazzle but CMS is compatible with the new version of Dazzle should you decide to update it (Endicia calls the new Dazzle version an optional update) - 40670

Order Entry - The Multiship button was disabled for customers that had no first and last name. CMS requires a customer be selected before allowing the order to be converted to a multiship. CMS is now employing the same logic used elsewhere to determine if the basic element of a customer are present which includes contact name or company name and a city - 40953

9.0.5.137

Scales - Adam brand scales were not returning a weight after the first weight had been received by CMS. We've also added logging of serial scale communications to help troubleshoot future issues. This logging (file name - ScaleDebugLog.txt) can be enabled in Setup>General>Workstation Specific>Scales and Scanners - 40826

eChecks - Added option to unlock merchant account info which is otherwise locked after initial configuration - 40880

POS - Users of the free POS options in CMS (not the POS Module) were unable to edit POS orders after they were saved. They can now be edited the same as non-POS orders. The POS Module will continue to enforce editing controls on POS orders so that they can only be edited the same day they were created - 40438

9.0.5.136

NCOA - CMS now accepts Peachtree's layout of 590 bytes (up from 589) - 40781

9.0.5.135

Order Entry - Unable to select Multiship for an order with a new customer - 40750

Order Exports - Extra items ordered lines were being exported for invoices with fulfillments - 40598

9.0.5.134

Scales - Serial scale taking too long to respond or not responding - 40209

Batch Approvals - The credit card processing option in PCI Admin>Electronic Payments>Options for "Process Only Shipped by Default", which was designed to only default the setting in Batch Captures (EDC), was also defaulting the setting for Batch Approvals - 40724

9.0.5.133

Batch Approvals - Error opening Batch Approvals if you were only configured for eChecks and not credit card processing - 39631

Order Entry - If you discarded an unsaved order by clicking Retrieve, any items allocated on the order were not restocked - 32541

Gift Notes - Print task for printing gift notes on CMS invoices (not Crystal) was not functioning - 39377

Shipping Charges - Shipping formula element Y (% of products purchased) was not calculating any charge - 40534

Order Entry - Multiship button was disabled if you clicked Edit while on the Items tab - 40505

Order Entry - Multiship button was enabled while not in Edit mode - 40569

Order Entry - Ad code for an order was disappearing if clicking Edit while on the Tracking tab of an order (data was not lost even if resaved) - 40633

Returns - After returning an item, CMS will now highlight the previous item in the list instead of returning to the top of the list of unreturned items - 40424

Kit Builder - Error when deleting a batch that is not yet applied - 40621

9.0.5.132

Fulfillment Manager - Column Sorting added to the grids - 34554

Proformas - Packages were not being created when converting proformas to completed orders unless you clicked into the Shipping tab of Order Entry - 39454

Order Imports - CMS is now setting the order level default fulfill (future ship) date based on the item with the earliest fulfillment date. If the order is subsequently edited to add new items, these items will use that order level fulfill date and thus default to fulfilling with one or more of the other items on the order - 38321

Product Groups - Components that were out of stock were not being placed on back order. Also improved how product group parent items interact with their components allowing you to alter the quantity on the parent and it will update the component quantities or deleting the parent can optionally remove the components - 39861, 33234

Order Review - Corrected poor wording in the dialog message that comes up warning you that this order should have a confirmation created but currently does not - 40540

Order Review - Package ID error when saving after converting to a backorder - 40570

9.0.5.131

Order Entry - Packages were not being assigned to kits - 40488

9.0.5.130

Order Locking - Batch Approvals and EDC were seeing orders as locked that had payments that were applied to more than one invoice on the order (common in 0.00 payments on -1 and then later applied to the -2 on fulfillment) - 40483

CV3 Plug-in - Reversed a previous work-around implemented to deal with authorization data the CommerceV3 was passing to CMS in the wrong field. This was causing some online authorizations to import without their Transaction ID and would treated as a forced sale when captured - 40428

Order Entry - Error when adding items with size/colors if you did not have the option selected to suppress the display of discontinued items - 40499

Order Entry - Error when attempting to find an item with the description search if you did not have the option selected to suppress the display of discontinued items - 40494

Setup - Removed an extraneous field label in Workstation Specific>Location - 40481

9.0.5.129

CMS Licensing Service - Corrected issue with workstations not being able to access the licensing service and thus could not launch CMS - 40454

9.0.5.128

CMS Forms - Added print tasks (aka merge fields for letters) for USERCODE5 and USERCODE6, which represent User Field 3 and User Field 4 in Contact Manager - 40085

Catalog Requests - Fixed sort order in catalog request combo in Todos and Contact Manager to show active catalogs from newest to oldest - 38546

Batch Approvals/Captures - If a processing error is encountered during batch processing of approvals/captures, the order that was locked when the error occurred does not get unlocked - 40429

9.0.5.127

Purchasing - Error printing CMS PO forms (not Crystal) - 40326

Installer - Modify EULA and added CMS Licensing Service install - 40208

Installer - Error if Licensing service was installed but not running when update was installed - 40405

Installer - Now properly cleaning out mia and programdata (both current and for previous installs) - 37516

Order Entry - Products combo was not sorting items in the expected sequence - 40425

Order Entry - Access Violation would occur when clicking View Invoice in a new order if you had clicked Clear while viewing the -1 invoice of the previously saved order - 40275

9.0.5.126

Order Entry - When replacing an order's customer, add options for the user to select which address to use (customer's or order's) and warn if the customer retrieved will alter the order's current salesperson or price category - 40261

Order Entry - Using address validation in some cases could have caused the underlying address_id to not get updated properly affecting the shipping address printing on some Crystal forms - 39692

9.0.5.125

Add support for UPS Mail Innovations shipping method - 39840

External Shipping - Increased size of UPS_SHIPMETHOD field to 50 characters and can now accept write-backs for the new UPS Mail Innovations method - 40245

Batch Approvals - Option to limit number of authorizations was not working - 40214

9.0.5.124

Order Imports - Payment amount incorrectly adjusted on orders with all delayed items - 40211

Kit Builder - Implemented all related controls and settings - 36087, 40016, 40018, 40106, 40231

9.0.5.123

Order Entry - Scrolling the products combo box with arrow keys may cause jump to beginning - 37067

9.0.5.122

Order Imports - Imports were failing to allocate stock - 40204

9.0.5.121

Order Entry - Improved the efficiency of tax lookups - 39228

Order Entry - Back Order Options - Clear the Back Order All flag automatically when a user selects Fulfill X or Change Amount to X - 37654

Order Entry - Even with arrival date support turned off, CMS was still running the arrival date estimation code - 38311

Installer - CMS v9 update error for converting LineID - 38159

Installer - Zonedays update errors referencing CUSTHIST.NOTES process - 38586

Installer - Correct a condition that could cause a failed line_id to integer update - 38897

Order Entry - Items' status is now properly reverted to PD (pending) when deallocated - 37985

eCommerce API - Plug-In Option duplicate name allowed in db but restricted in gui - 38252

Setup>Catalogs - Warning added when setting a catalog as inactive

9.0.5.120

Order Entry - Taxes on return/exchange incorrect when an order level discount is present - 38084

S&H - Implemented S&H formula change for % over to take into account products with their option set as "Exclude from Spending Tables" - 38915

Hold Until Complete (HUC) implemented - 28947, 39955, 39957, 39962, 40056, 40058, 40112

Product Groups - Product Groups on imports were dropping the second instance of a component - 38592

External Shipping - If a shipping integration wrote back a shipping method CMS did not have a match for, CMS was clearing the ship method from the package. Now an update will only take place when a match is made - 39648

External Shipping - Flag needed for residential delivery indicator (RDI) with corresponding logic to act on it - 27633

Batch Approval/Capture screens redesigned to allow for resizing - 40114

Order Entry - Resolved an Access Violation stemming from retrieving a new order while currently viewing a non-001 invoice - 39117

Order Entry - CMS was performing an old-style recipient load from ITEMSORD data prior to doing the newer load from the RECIPIENT_ORDER data - 39742

Order Entry - Optimizations for loading large orders - 39744

Order Entry - Clicking Edit should not change the page/tab - 38955

Order Entry - For editions of CMS that do not support future fulfillment the item level fulfill date has been disabled - 39904, 39905

Order Entry - Implemented Cancel option when going into Multiship mode - 39577

Order Entry - Assorted enhancements to Back Order Options - 39923

Batch Approvals - Regardless of eCheck module existence, the eCheck filter was enabled - 40127

Windows Management - Improve control over nested locking of windows (i.e. a form, button, grid, etc.) to reduce flicker during an internal, multi-step operation - 38887

Magento - Order download db cleanup causing old orders to be downloaded again after 60 days - 40055

Order Imports - Increase robustness of Importing payments by making Payment Import type case-insensitive - 39560

9.0.5.119

Order Locking - Completed changes needed to support locking in Order Entry - 38347

Products - Error with non_inv item "Could not convert variant of type (String) into type (Boolean) - 40061

Order Exports - Added "Item Ordered: Product Vendor SKU" to available Item Ordered export fields. This field represents the data found in the "Vndr SKU" edit box in Product Setup - 40036

Order Exports - Within the Export Layout window, one of the field radio buttons was called "Calculated". This radio button has been removed - 40021

COGS - itemsord t_cost not being updated consistently when a dropship po is confirmed - 40029

EDC - Restored Pay Name to the EDC grid. It was inadvertently dropped when the EDC was reworked for 38457 - 40073

9.0.5.118

Order Locking - Backorder and Future ship fulfillments now check for order locks before processing and then set a lock for the duration of the fulfillment - 38410

Product Groups - Unable to delete components from a product group in Setup - 39049

Installation - When a CMS update is applied to an existing installation, the fCOGSForOrder database function gets deleted - 39894

Statements - Option for attaching statements to emails was missing - 39901

Kits - Kits that pull from their own stock were not decrementing inventory - 39797

Order Entry - Removing the purchaser recipient from a multiship order was failing to remove their items - 39696

9.0.5.117

Order Imports - Now using new internal recipient structure (recipient_id instead of sequence) - 37995

Order Locking - Batch Approvals - 38413

Order Locking - Batch Captures - 38457

Automated Imports Module - Corrected issues with access control - 38671

Windows Management - Included remaining fixes related to nested window locking related to ticket 38815 - 39208

Scales - Added support for Adam brand scale model CPWplus - 38423

Order Review - Item Total on View Invoice was incorrectly based on order quantity and has been reset to use sent quantity - 39645

Order Review - Order Summary was missing the Discount Reversal values which could affect the balance on the Order Summary page - 35203

Order Edits - CMS will refresh the order data when clicking Edit and then set the order lock - 38690

Magento - Custom Magento fields were being cleared before processing - 39651