Release Notes Epicor Manifest 4.0.1

Transcription

1 Release Notes

2 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation All rights reserved. Not for distribution or republication. Information in this document is subject to Epicor license agreement(s). Revision: October 11, :43 a.m. Total pages: 18 sys.ditaval

3 Release Notes Contents Contents Release Notes:...4 Change List - Resolved Issues...4 Change List - Enhancements...5 Change List - Performance Enhancements...8 Release Notes: Epicor Manifest Change List - Resolved Issues...9 Change List - Enhancements...10 Change List - Performance Enhancements...13 Release Notes: Epicor Manifest Change List - Resolved Issues...14 Change List - Enhancements...15 Change List - Performance Enhancements

4 Release Notes: Release Notes Release Notes: The Release Notes document includes important information related to the latest release. Change List - Resolved Issues Use the following information to review the resolved issues that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. Maintenance Document Manager Document Manager Hazmat Groups Manifest Detail, Manifest Summary and SpeeDee Manifest were using filter for container number only, which caused some detail duplication. An additional filter based on shipment number was added to these reports to remove any duplication. Text regarding 'Your online resource...' was removed from the Packing Slip. Allow duplicate HazmatGroup records with same IATA # and/or Proper Shipping Name. Some hazardous materials have different packing group designations based on level of risk based on quantity shipped, so require ability to create unique records. Rate Shopping Obsoleted ship codes are no longer displayed in rate shopping. Obsoleted facilities are no longer displayed in rate shopping. Shipping Miscellaneous shipments using Use Address option will no longer give a duplicate key value error. Save & Close button within Miscellaneous Shipment will now save information. CTS does not require the space within the postal code (Ex: > ). Previously, when shipments were created with either COD or Declared Value options, the settings were lost if the user changed the ship code to a different service or carrier. This has been resolved by adding a dialogue window for the COD option, to have the user manually reset the COD options. For Declared Value the database values are now correctly rendered on the Shipping Screen upon a change of the ship code. 4

5 Release Notes Release Notes: Correct RPC Fault error when using FedEx Collect on Delivery (C.O.D.). Fixes made to appropriate shipment level or container level based on the service. Fixed the duplicate key value error on miscellaneous shipment Change List - Enhancements Use the following information to review the application enhancements that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. All 3131 CompanyId column has been added to a table used during the upgrade process. Administration 3426 Install updated version of UPS web services to support new features available from UPS. 2556, 3541, 3537 Added ability to register a new UPS customer profile and add accounts using the Manifest application and UPS web services. In the >General tab, the [Register UPS Shipper] is used to register a shipper with UPS and generate shipper credentials (user/password/access key) for processing shipment and rating requests. In the >Facilities tab [Add UPS ABR Account] is used to link the shipper's UPS account for a specific facility to the registration and enable the shipper to receive both daily and negotiated rates when processing a shipment or rate request. Each facility must be linked individually Added carrier options to support UPS insured packages when the freight charges are billed to the recipient or third party, but the shipper will be billed for declared value insurance surcharge. Successfully complete annual certification for 2016 with UPS. Maintenance Document Manager FedEx2016 certification complete with new services and features For customers utilizing the feature to adjust UPS rates by service and destination zone, the import routine to load the UPS zone tables is now updated for the new version of UPS web services released with DHL api updated to latest version Manifest Detail and Summary reports updated to allow for larger tracking number field. 5

6 Release Notes: Release Notes Document Manager Document Manager Document Manager Document Manager Hazmat Groups Product An updated Crystal.rpt for the SpeeDee label is available. Net cost method has been added to the NAFTA form. Commercial invoice by item reformatted to support multiple shipment lines for the same products Provided Commercial invoice options with billable freight charges Within the Hazmat Group setup, the Proper Shipping Name field now allows 150 characters. Product & Order Line can now be more than 256 characters Rate Shopping , 3144, , Rate shopping function will now have the ability to clear the ERP Data and unselect a ship code. Rate shopping error handling has been enhanced. Rate Shopping will capture a one time ship to as the destination from an E10 order. Rate Shop a P21 order that is shipping from multiple facilities. Rate Shopping displays 2 decimals for charge and weight fields. Rate Shop an E10 order that is shipping from multiple facilities. After rate shopping an order shipping from multiple facilities, the user may push back different ship vias to the corresponding order releases. Reports/Tools 3483, 2722, 2565, 2546, 2449, Data Packager Import Data Packager Import data packager cleaned up to meet carrier requirements. Country Data packager now includes APO/FPO Districts for US Shipping 3597 When processing a shipment from the Manifest Shipping Screen, an error message will alert the user if a [Billing Method] option is not selected prior to processing the shipment. 6

7 Release Notes Release Notes: Labels Labels/Reports Labels/Reports Assignment of a shipment number has been enhanced to accommodate multiple workstation requests during pick ticket entry. For international shipments the product description can now be more than 256 characters. FedEx Freight shipments now pass the customer PO number to FedEx for inclusion on the FedEx BOL form. Dimensions are now included on return shipments FedEx 2016 certification; now supports return service option Returns Clearance FedEx 2016 certification; now supports third party consignee FedEx 2016 certification; now supports masking of secondary barcode & shipper account number on label FedEx 2016 certification; now supports customer references on SmartPost shipments FedEx 2016 certification; User now required to accept license agreement during account registration Update made to UPS SurePost shipment to create the PO Box Indicator tag in shipment request data set when selected by the user. E10 signature options supported for Endicia FedEx2016 certification; notification tag updated to meet new FedEx requirements. Support printing of UPS API Return Receipt form. Added logic to truncate all ship from/to address tags in the UPS shipment request to 35 characters which is maximum number of characters accepted by UPS. Add new UPS carrier option to support Direct Delivery Only. Added carrier options to support UPS Access Point deliveries. Added carrier options to support UPS Premium Care service for intra-canada shipments. UPS Premium Care provides personal handling and chain of signature services with the following features: * Individual monitoring of every package with state-of-the-art systems * Specialized care by trained compliance personnel maintaining strict conformance to Health Canada regulations * First-class service for your other high-value, critical, or fragile shipments * Each package personally handed from one Premium Care Representative to the next and is never processed through any automated system Added information required by UPS in the shipment request data set to support Electronic Export Information (EEI) filing requirements for a US/PR origin international shipment when the EEI is filed by the shipper (ITN or Exemption Citation) or requesting UPS to file on behalf of the shipper. Expand support of 3 references on FedEx label to 4 references. Pronumber is now generated on the common carrier label & BOL at time of shipping. DHL label can be printed in different formats (ZPL / EPL ) from different workstations 7

8 Release Notes: Release Notes Change List - Performance Enhancements Use the following information to review the performance enhancements that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. All 2473 Windows Integration Service has been enhanced to automatically start after a server reboot. If SQL and other required connections are not available, WIS will try to restart after a two minute delay. Maintenance 3558 Document Manager Print Monitor reports are no longer refreshing to original report on service restart if changes were made to a report with the same name. Rate Shopping 3153, 3493, 3492, 3473 Rate Shopping performance enhancements. Reports/Tools 3464 Data Packager Import Epicor Manifest V4.0.0 performance tuning related to ship code defaults. 8

9 Release Notes Release Notes: Epicor Manifest Release Notes: Epicor Manifest The Release Notes document includes important information related to the latest release. Change List - Resolved Issues Use the following information to review the resolved issues that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. Maintenance 1893, 2021, Labels/Reports Document Manager Data Packager Import Epicor Manifest updates to the Print Monitor for labels and reports include: Correct FedEx and UPS Multipiece shipment labels to ensure print in the proper order Make report printing performance improvements Update the Print Monitor Installer name from Insite to Epicor The URL for Web Service calls for CTS rate shopping should be changed to: Correct the forms to display the appropriate weight in KG for the Standard Certificate of Origin, Canada Commercial Invoice by Goods or Item Cleanup Misc Codes for ERPSystem to display only Epicor9, Epicor10 and Prophet 21 Update completed due to security change to access the UPS test and live environment Reports/Tools Data Packager Import Data Packager Import Remove unused Setting for Commercial Invoice Lines Ship code carrier option defaults will no longer be overwritten during the upgrade process when the new data packager import routine is run. Shipping Labels When freighting pack slips as individual containers from Master Pack Shipment screen and the first pack slip in sequence contains a hazardous part, the system should not aggregate remaining pack slips into a single container Add a tag to DHL shipment request xml to request 4x6 format for either a ZPL or EPL label image 9

10 Release Notes: Epicor Manifest Release Notes 2263, 2280, 2347, 2434, 2443, 2644, Epicor Manifest Integration to Prophet 21 updates include: Should be possible to unship miscellaneous shipments when integrated to Prophet 21; previous code is looking to update a Prophet 21 shipment record but Miscellaneous shipments are not pushed back to Prophet 21 as no pick ticket is used to process a Miscellaneous shipment 2890 Prophet 21 pricing needs to be updated for order lines that include non-kit, kit and kit component parts Update Shipping Screen to always enable all carrier options for the selected ship code and not just those created within Prophet 21 The Manifest due date should use the Prophet 21 requested date instead of the Prophet 21 promise date Correct the shipment ERPPosted flag to allow the Close function to process all shipments; the ERPPosted flag was not set properly for shipments that contain return shipments which caused the Close function to error and not complete Updated Help Files should display when? is clicked When address records are created from the Prophet 21 integration, and the country is missing, US should be assigned as the country; previously the first country record was used for the new address International Paperwork Labels Submit ACE filing should be electronically enabled for carrier module DHL Modify rules for creating a FedEx shipment request xml file to validate a blank HazmatGroup Packing Group Correct logic when transcribing the Epicor references to validate if the selected UPS service uses package level or shipment level references and assign accordingly Change List - Enhancements Use the following information to review the application enhancements that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. Administration 231, 1101, 1336, 1611, 1612, 1675, 1685 Epicor Manifest Certification to UPS 2016 Support new UPS rating and shipping processes for 2016 with updated functionality that includes: Created UPS Registration functionality within the carrier setup for UPS; within the > General tab, the Register UPS Shipper value can be used for UPS; within the > Facilities tab the Add UPS ABR Account value can be used for UPS 10

11 Release Notes Release Notes: Epicor Manifest , 280, 284, 731, Epicor Manifest Integration to, SpeeDee Functionality for new carrier, SpeeDee, includes: Created module option for pull down in > General display called SpeeDee 1346, 1879, Added carrier options for Data Packager Import for SpeeDee including COD, 1880, delivery confirmation, hazmat with flat fees 1884, Added the SpeeDee to License Server and made sure that the Module 1878, has the Status of Permanent when the Registration ID has the Module enabled 1913, 1916, Added container tracking number for SpeeDee shipments 2211 Introduced the import routine for SpeeDee zones to create ServiceZone records Introduced the import routine for SpeeDee rates to create ServiceRate records Introduced the import routine for SpeeDee carrier by facility for destination sort code for use on the SpeeDee label Implemented integration with Epicor ERP to freight using new carrier, SpeeDee Added shipment process for carrier SpeeDee including calculation of freight charges Created SpeeDee carrier label Created SpeeDee End of Day report for driver including totals by zone Added the ability to upload electronic manifest at end of day for SpeeDee Maintenance 2650 Document Manager The Commercial Invoice was updated to include the following required text "These items are controlled by the U.S. Government and authorized for export only to the country of ultimate destination for use by the ultimate consignee or end-user(s) herein identified. They may not be resold, transferred, or otherwise disposed of, to any other country or to any person other than the authorized ultimate consignee or end-user(s), either in their original form or after being incorporated into other items, without first obtaining approval from the U.S. government or as otherwise authorized by U.S. law and regulations." Reports/Tools 2297 Data Packager Import Two new Settings Config records are now available to calculate the Default Insurance Value and Default COD Value: Default COD Value - for users that want Epicor Manifest to auto-calculate the COD amount for each container/shipment using the quantity packed multiplied by the unit price for each product in the container when the carrier option COD is selected Default Insurance Value - for users that want Epicor Manifest to-auto calculate the insured value amount for each container using the quantity packed multiplied by the unit price for each product in the container when the carrier option Declared Value is selected 11

12 Release Notes: Epicor Manifest Release Notes Data Packager Import Data Packager Import Added New Setting Config for EmptyContainerPrompt; the prompt setting controls a warning when creating a container with no container contents: if the prompt setting is True, it allows the display of the warning, if the prompt setting is False, the warning is suppressed; the default for this setting is False Updated FedEx services and options in data packager import records Shipping , 1639, 1701, 2734, Labels Expanded support of three references on FedEx label to four references Epicor Manifest new Rate Shopping Web Enhanced rate shopping from a new user interface, as a web application with the following features: 2927 Epicor ERP 10 users on or later can now use Rate Shopping to pull in an order, shop rates and push back a ship via to the order header and release Rate Shopping can now be launched from Epicor ERP version Order Entry using the icon next to the Ship Via on the header tab Prophet 21 users can use Rate Shopping to pull in an order, shop rates and push back a carrier code to the order The Rate Shopping login includes a Remember Me option so the user does not need to enter credentials everytime the web app is launched FedEx, UPS, DHL and Endicia (USPS) are included in rate shopping , 2329, 2334, 2343, 2365, 2898, Labels Forms Labels Labels Duplicate container references are now removed for Master Pack containers freighted individually Changed the default FedEx form for Ground Hazmat shipments to OP_900_LL 8-part candy-striped template for laser printer Added logic to enable Reference 1, 2 and 3 on the UPS tab in the Epicor shipment entry screen for FedEx shipments which allows users to override any default Facility references for the shipment; the existing FedEx Reference 1 has priority over the UPS Reference 1 for FedEx Enhanced the ZPL and EPL labels printing process Epicor Manifest Integration to Prophet 21 Improvements include: If the billing method in the Prophet 21 order header is recipient [B] or Third Party [T] and the account number to be billed by the carrier for the freight charges is entered in the ups_code field in the order header, Epicor Manifest now automatically creates the billing record used to instruct the carrier the responsible for paying the freight charges Expanded Prophet 21 integration for phone number: the phone number is initially pulled from the shipto; if no number is available, the contact phone number is used When a pick ticket is pulled in to Epicor Manifest, any order header delivery instructions and/or order notepad notes linked to the Shipping or Order Entry areas in Prophet 21 are now also pulled in and are displayed in the Notes window in the Shipping Screen; the Notes icon is displayed with lines if any notes exist to alert the user there are notes available for viewing 12

13 Release Notes Release Notes: Epicor Manifest When the validation_status on the Prophet 21 order header is set to [COD] then the shipment in Epicor Manifest will default to Collect On Delivery and default carrier options will be created automatically per carrier data requirements. This is available for carriers UPS, FedEx, SpeeDee, and Endicia (USPS). Setups to enable this feature include Settings to define default values for carrier-specific COD options (e.g. accepted funds type, currency code, add freight to COD). A warning is now displayed when a shipment is pulled from Prophet 21 that is COD, and the user changes the ship code in Manifest, eliminating the COD settings; the warning states "You are changing the ship code for a shipment that is flagged as Collect On Delivery. You must manually select the COD carrier option and related fields for this ship code prior to shipping." Enhanced the ShipCodeRefresh integration job to include the ID and description using address records in Prophet 21 that are designated for use as carrier IDs [address.carrier_flag = Y]; this allows the user to link these ship codes to the appropriate carrier and service In Epicor Manifest Change List - Performance Enhancements Use the following information to review the performance enhancements that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. Maintenance 1558, Labels/Reports Epicor Manifest enhancements to the Print Monitor for labels and reports include: 1562, 1989, Print Monitor now creates PDF files of reports 2433 During Printer Settings installation procedures the option to validate credentials is now available; a message is displayed stating either "Success" or "Invalid Credentials. Check name and password. Validate credentials again." Enhanced Print Monitor to process print jobs when no user logged into Windows The Settings for printing can now be used in the setup of the Print Monitor Shipping 2408 Label Expanded the carrier label file name to include YYYYMMDD-HHMM###### where # represents seconds; added a short pause between the creation of label files so that shipments with many container labels can generate all the necessary labels 13

14 Release Notes: Epicor Manifest Release Notes Release Notes: Epicor Manifest The Release Notes document includes important information related to the latest release. Change List - Resolved Issues Use the following information to review the resolved issues that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. Administration Settings s Removed unused Setting for Commercial Invoice Lines Re-engineer FedEx LTL Freight shipments to include declared value insurance All Installation Installation Installation Full Installer should be updated to correctly launch Print Monitor and Windows Integration Services including Crystal Reports Direct Help Files should be installed to the correct version of Epicor Manifest Help Files used for Epicor Manifest Purge History should be corrected Reports/Tools 1923 Data Packager Import Data Packager - Remove Atlantis under code zz in Country Shipping International Paperwork Container dimensions entered during shipment should override dimensions from the container setup Shipping Charges Scheme records that are obsolete should not be used to calculate billing freight charges Electronic Filing for ITN# for international paperwork should be corrected to remove a tag for the commodity item when not required 14

15 Release Notes Release Notes: Epicor Manifest Change List - Enhancements Use the following information to review the application enhancements that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. Administration 1817 s Introduced support for required FedEx change from 6 to 5 digit postal codes for all shipments to and from Korea as of April 4, 2016 All 1803, 1876 Re-engineered UPS API ShipmentRequest data mapping to support Ground Freight pricing; updated the Data Packager to recognize UPS Ground Freight Maintenance Document Manager Document Manager Added new report Shipper Export Declaration or SED Updated Commercial Invoice by Item with increased unit price field Reports/Tools Data Packager Import Data Packager Import Added New UPS Service Called UPS Ground to Puerto Rico with the Correct Shipment References; UPS Ground would not work going to Puerto Rico as Intl References were required at the Shipment level, where UPS Ground has it at the Container Level Updated Endicia data packager service and options Shipping 1267, 1268, 1481, 1496, 1497, 1565, 2033, 2143, 2150, 2154, Epicor Manifest Integration to Prophet 21 ERP Integration allows user in the Epicor Manifest Shipping Screen to enter a Prophet 21 pick ticket number. Manifest then captures pick ticket details (order, orderlines, ship quantities, customer) from Prophet 21 required to complete the shipment and create required paperwork (labels, tracking numbers, export documents) and calculate costs for outbound freight. The ship code on the order header directs the carrier and service to be used. Additional carrier value-added services that impact freight costs can be selected prior to processing the shipment. When the shipment process has completed, tracking numbers and 15

16 Release Notes: Epicor Manifest Release Notes 2156, 2182, , 1943 freight cost are pushed back to Prophet 21 ERP. Other details related to this integration include: Ability to integrate to Prophet 21 customer database and update Manifest customers as needed Ability to integrate to Prophet 21 product database and update Manifest products as needed Honor ShipTo changes on order header for the shipment Ability to update details in Manifest for shipment Ability to freight and unfreight shipments Installation Guide instructions for Prophet 21 integration Help Files specific to Prophet 21 functionality in Manifest Expanded the functionality for applying rate adjustment to freight charges which are billed by carrier prior to updating billable freight charges that will be passed on to the consignee; previous functionality allowed rate adjustment to be applied based on carrier and service - added functionality to apply rate adjustment based on carrier/service only, carrier/service plus shipment weight range, carrier/service plus carrier destination zone, or carrier/service plus shipment weight range plus carrier destination zone New fields were added to the FacilityService table and exposed on the s > Facilities > Services screen to enter a weight range and /or zone range if they are required to qualify for a rate adjustment New > Facilities > Zones screen was added to allow the user to import carrier-specific files that define the carrier's destination zone for a shipment based on destination country and postal code Consulting services are required to assist with creation of zone import files 1866, 1900, 1901, Epicor Manifest Integration to Third Party Logistics (3PL) company, CTS Added new carrier for CTS which allows the following: 1902, setup for CTS allows credential entry including account and login 1903, requirements 1904, Data Packager settings expanded for CTS carrier services and options 1905, 1907, Pass shipment and Bill of Lading data to CTS requesting freight options 2001, Receive a response from CTS with rate quotes from multiple carriers 2029, Display the carrier rate quotes including Transit Days, Freight Amount, SCAC 2088, code and Name; he information is sorted based on the Freight Amount 2104, 2106, 2229 Allow users to update the ship code for a CTS carrier and freight based on quote information received Allow users to select accessorial options for freighting Enhance the Bill of Lading lines for multiple containers and multiple freight classes Standard Bill of Lading forms may be generated through Epicor Manifest 16

17 Release Notes Release Notes: Epicor Manifest Change List - Performance Enhancements Use the following information to review the performance enhancements that occurred in Epicor Manifest since the last release. Each record is tracked by its number and includes a summary description. All 2004 Installation The Version number is now included in the Web and Epicor Freight Service, allowing upgrades within Version 3 17

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