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.

Release Notes from all previous versions can be found on our Release Notes page.

READ BEFORE USING 9.0.6

End of Life Announcements
Microsoft has announced they will no longer provide support and updates for Windows XP after April 8th, 2014. This is a fairly critical situation. XP will no longer receive security patches after that date which, aside from the obvious security threats, also means that you cannot be PCI compliant.

Our recommendation is to move to Windows 7 Professional which has proven to be a stable operating system suitable for business use, as XP had been for many years. Windows 7 will be supported through January 2020. We are testing CMS with Windows 8 but we think, like Vista, it may not receive wide acceptance in business environments. Unlike Windows 8, the learning curve from XP to Windows 7 is a relatively minor one. Recommended article link discussing migration from WinXP to Win7 vs Win8.

PCI Compliance - CMS 9.0 has been successfully validated against the PA-DSS 1.2 specification by Coalfire Systems. Software changes that could affect your compliance are only included in major CMS versions (e.g. 9.0, 10.0) or minor versions (e.g. 9.1, 9.2) and never in releases (e.g. 9.0.5, 9.0.6) or builds (e.g. 9.0.6.159, 9.0.6.160). You can read more about our versioning methodology HERE.

You can find 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.

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. Double-click to Verify - You can now double-click on an order in the Verify Imports window to bring it up for verification (instead of having to click on the Verify or Verify Next buttons.)


    6. Features the have cleared beta since the initial 9.0.5 Release

  6. 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. If, however, you had multiple items remaining on back order, you'd have to wait until all became available before fulfilling. Now, when processing back orders, if you select the option for 'Partial Orders Can Ship', CMS will allocate stock to incomplete HUC orders without fulfilling them, allowing you to 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.

  7. Double Discounts - By default, CMS will not allow an order level percentage 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'

  8. Nexus States - Users of our Exactor tax service integration (beta) 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

  9. 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.

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

  11. 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). In your Authorize.net merchant setup there is an option for MOTO/eCOM accounts to control if you want such emails to be sent. We've changed the default behavior so CMS will never include an email address with POS transactions unless you specifically enable this option.

  12. 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

  13. 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.

  14. 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.

  15. Bug Fixes and modifications