Shipping Solutions® Release History: Professional & Enterprise Versions

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Updates

Changes in 9.19.1 Update (final release 6/10/2024)
  • Allows users to set up groups of documents to be used in specific situations like exports to certain countries or customers or for specific types of products. These documents are assigned to a print group, so that users can just choose a group rather than having to remember to select each individual document to print.

  • Enhances the functionality of the software when generating Free Trade Agreement
    Certificates of Origin.
    • Modifies the software to accommodate shipments going to Mexico but stopping at the U.S. border first by allowing the USMCA document to print when both the Exporter and Importer countries are the United States.
    • Modifies the software to check the FTA Importer Country Code first to
      determine the FTA Certificate of Origin. If that is blank, then the software uses the Ultimate Consignee Country Code to determine the FTA. This accommodates companies that only use the software for FTA certificates of origin.
    • Modifies the FTA criteria grid on the Products Database to more easily see if any criteria are missing.
  • Adds two new BIS license types for AES filings:
    • C67 - Notified Advanced Computing (NAC) (with notification required)
    • C68 - Notified Advanced Computing (NAC) (NO notification required)
  • Enhances the Preview/Print/Email screen so users can open the Customize Documents screen by right-clicking on the document rather than having to navigate to the Tools tab. The Customize Documents screen allows users to make modifications to the individual export forms, if desired.
  • Modifies the Find or Select Shipments screen, so users can now enlarge the grid that displays all the previous shipments so they can now see all the columns in one view.
  • Modifies the Data Exchange Manager to account for German and Japanese language
    characters when importing orders from an accounting, order-entry, or ERP system.
 
Changes in 9.18.2 Update (final release 12/18/2023)
  • Updates the AES filing function in Shipping Solutions to comply with the evolving changes to U.S. Customs and Border Protection's (CBP) Automated Commercial Environment (ACE) Portal.

Changes in 9.18.1 Update (final release 7/17/2023)
  • Upgrades the Export Compliance Module and the corresponding audit trail by giving users the option to add two new columns to the Find Shipments and Compliance Audit Trail screens. The new Results column indicates if a restricted party screening was run for a shipment and if there are any potential matches that need to be reviewed. The Review column allows users to indicate that the screening results were reviewed and whether the shipment was approved or denied.

  • Increases the functionality of the software to create Free Trade Agreement Certificates of
    Origin.

    • Updates the existing Free Trade Agreement (FTA) certificates of origin to match current best practices, including showing the origin criteria definitions right on the document.
    • Adds the U.S. - Japan Free Trade Agreement Certificate of Origin.
    • Adds the U.S. - Singapore Free Trade Agreement Certificate of Origin.
    • Modifies the Product Database so users can store FTA information like Origin Criteria, Producer, Country of Origin and Other Criteria for multiple FTAs on every product. This new functionality was added because a product may qualify for more than one FTA.
    • When a product is added to a shipment, the software will add the appropriate FTA information (if there is one) based on the shipment’s country of export and country of
      destination.
    • Gives users the additional functionality to automatically exclude items that are part of a shipment from an FTA certificate of origin based on whether an item includes the corresponding FTA information on the EZ Start screen. If no FTA fields are filled, then the item will not display on the FTA certificate of origin.
  • Updates the SLI in NCBFAA format to match the changes made by the National Customs Broker and Forwarding Association of America (NCBFAA).
  • Increases the size of the Tax ID field on the Commercial and Proforma invoices to provide room for the European EORI number or the Chinese USCI number.
  • Adds the option to print the user’s company logo on the Generic Certificate of Origin.
  • Adds three new Bureau of Industry and Security (BIS) license types to comply with updated regulations.
  • Provides a way to view more than 20 shipments on the Find screen without having to view all the shipments, which could slow functionality.
  • Adds the invoice number to all Commercial Invoice continuation pages.
  • Modifies the Database Update function so it only runs the scripts needed for the user’s specific database.

 

Changes in 9.17.1 Update (final release 12/9/2021)
  • Updates the browser used when clicking the AES button on the EZ Start screen so that the AES filing screens render correctly.

  • Fixes the URL used for submitting an AES Direct filing, which was changed by U.S. Customs and Border Protection.

 
Changes in 9.17 Update (final release 10/4/2021)
  • Enhances the Restricted Party Screening feature so users can screen four additional contacts for each shipment plus adds new types of contacts that you can screen, including End User, Carrier, Bank and Manufacturer.

  • Adds the ability to assign default values to certain fields when creating new shipments. For example, users can set the Exporter name and address, phrases, Incoterms and more, so that you don't need to enter this information on each new shipment.

  • Adds a new Lithium Battery Declaration form.

  • Adds a new version of the Packing List that includes gross and net weights by line item.

  • Enhances the Generic Certificate of Origin to provide the option to show additional information for each product line item, including quantity, product ID, marks & numbers, and type of packages.

  • Enhances the Generate Reports screen to allow you to run reports based on the proforma invoice date or EEI date in addition to the current option of the commercial invoice date.

  • Enhances the USMCA Certification of Origin to allow you to add your company's logo to the form.

  • Adds the Electronic Certificate of Origin functionality to the Consolidation Utility.

  • Adds the ability to copy products in the Product Database for speedier data entry.

  • Enhances the ability to delete shipments by selection more than one shipment at a time.

  • Enhances the Add Contacts from Database button to allow you to search for a contact by account number, tax ID, city, state or zip code.

  • Provides the ability to disable the Add Product to Database button to safeguard database changes.

  • Updates the list of license types as required for EEI filings through AESDirect.

  • Adds a search button to the User Accounts screen on the Admin tab to make it easier to find a particular user.

  • Adds the option to not carry Sales Quantity down to the AES Quantity 1 box.

  • Adds more fields to the Data Exchange Manager when importing orders from your accounting or ERP system and allows it to accept 3-character state codes.

  • Fixes the Reorder Line Items button on the EZ Start - Product Detail screen so newly added items appear at the end of the list.

  • Updates the version of Crystal Reports used by Shipping Solutions, so the software is compatible with all versions of Crystal Reports.


Changes in 9.16.1 Update (final release 8/12/2020)
  • Updates the USMCA Certification of Origin forms based on changes and clarifications made by the U.S. International Trade Administration including adding phone numbers to the various contact fields and updating the name of the English-language version of the forms. Also removes the Invoice Number box from certificates that include more than one shipment, and adds the Product ID to the Product Description field for the individual line items.

  • Fixes the Electronic Certificate of Origin (eCO) upload to the chamber of commerce for certification, which did not work for some users after upgrading to version 9.16.

  • Updates the Consolidated Shipper's Letter of Instruction in NCBFAA Format to properly display the Transportation Reference Number box label.

  • Fixes the Append Phrases feature.

 
Changes in 9.16 Update (final release 6/15/2020)
  • Adds four new Certificates of Origin for the U.S.-Mexico-Canada Agreement (USMCA).

  • Adds minor updates and fixes.

 
Changes in 9.15 Update (final release 11/7/2019)
  • Adds the Incoterms® 2020 Rules.

  • Adds the ability to designate which contacts are screened in the Restricted Party Screening module.

  • Fixes minor issues with version 9.14.

 
Changes in 9.14 Update (final release 9/24/2019)
  • Adds an electronic certificate of origin form that can be chamberized by the American World Trade Chamber of Commerce directly from the software.

  • Adds a U.S.-Peru Trade Promotion Agreement Certificate of Origin.

  • Adds a U.S.-Panama Trade Promotion Agreement Certificate of Origin.

  • Adds a new Commercial Invoice in landscape format that includes more contact types and the net and gross weights by line item and in total.

  • Adds an option to display or not display the Schedule B codes on the Commercial and Proforma Invoices.

  • Adds the option to pull the gross and net weights from the EZ Start-Product Detail screen to the EZ Start-Packing List screen so that those weights are automatically calculated.

  • Adds the option for automatic invoice numbering where you can set the first invoice number, and Shipping Solutions will auto-increment the invoice number with each new shipment.

  • Adds a button on the EZ Start-Contacts screen so you can add a contact to the Database directly from the EZ Start screen.

  • Enhances the Data Exchange Manager to allow for default values to be pulled in with the shipment data.

  • Enhances the ODBC option in the Data Exchange Manager to allow for a user name and password to access your company’s ERP or order-entry system.

  • Enhances the ODBC option in the Data Exchange Manager to allow additional fields to be pulled into Shipping Solutions including all contact types, shipment number, search tag, and fields for the generic certificate of origin.

  • Allows the field labels on the Inland Bill of Lading to be edited.

  • Adds phone numbers and email addresses to contact boxes where it was missing.

  • Allows you to control how many documents you can combine into one pdf rather than setting it at five.

  • Updates AESDirect codes including Units of Measure, Country Codes, and DDTC Exemption Numbers.

 
Changes in 9.13 Update (final release 12/19/2018)
  • Adds a Commercial Invoice for Exports to Israel based on the example provided by the Joint Committee of the Free Trade Agreement.

  • Adds a Consolidated Inland Bill of Lading.

  • Adds a Consolidated Generic Certificate of Origin.

  • Includes the new Consolidated Destination Control Statement.

  • Allows you to choose more than one phrase from the Phrases Database for the Special Instructions and Phrase fields on the various export forms. This feature is controlled on the EZ Start tab by clicking the Settings button.

  • Adds option to append the ECCN code to the Product Description on the Commercial Invoices. This feature is controlled on the Tools tab, Customize Documents screen.

  • Adds option to append the Country of Origin to the Product Description on the CAFTA-DR Certificate of Origin. This feature is controlled on the Tools tab, Customize Documents screen.

  • Modifies the Restricted Party Screening module to show embargo information.

  • Modifies the AES submission to include InBond Type and Sold en Route fields.

  • Allows apostrophes in the address fields on the Shipping Labels.

  • Fixes minor issues with the Dangerous Goods screens.

    • DG items can now be added on the EZ Start screen even if no DG information is entered on the Product Details screen.

    • UN numbers do not allow double-entering of the "UN" characters, which caused an error in version 9.12.

    • The degree symbol will save in the Additional Description box on the IMO screen.

    • Allows for multiple lines in the DG text fields.

    • Allows the Include on IATA and Include on IMO fields to be mapped in the DXM.

  • Improves the mapping list on the DXM setup screen to provide more information about field lengths and allowable values.

  • Allows you to choose even more export data fields when you create a custom Excel report on the software’s Generate Reports screen.

  • Fixes the logic Shipping Solutions uses when combining line items on the SLI in SED format and SLI in NCBFAA format.

  • Fixes the Packing List screen on EZ Start so that weights in kilograms update correctly.

  • Includes a new installation process that better manages user permissions.

  • Modifies the Export Compliance Module to use TLS 1.2.

  • Modifies the Restricted Party Screening in the Export Compliance Module to only display a contact type in the results if data was submitted for that contact type.

  • Changes Shipping Solutions start-up icon to a blue ball.

 
Changes in 9.12 Update
  • Provides an ODBC connection from your accounting, order–entry or ERP system to Shipping Solutions to make it easy to pull in specific orders.

  • Enhances the features for creating Dangerous Goods documentation.

    • Adds the IATA Database for Dangerous Goods so you can look up your products’ UN Number, Proper Shipping Name, Classification and Packing Group.

    • Adds Dangerous Goods fields to the Products database eliminating the need for separate DG databases.

    • Provides for dangerous goods sub products for use when an item contains parts that are considered dangerous goods.

    • On the IMO document, provides option to display gross weight and net weight or gross weight and cubic meters.

    • Provides a new IATA document that shows product detail in non–columnar format.

    • Provides for Additional Handling instructions to be stored in the Phrases database.

    • Fixes the date format on the IATA documents to comply with IATA regulation 8.1.6.14.

    • Makes the address fields bigger on the IATA documents so the data doesn’t wrap.

    • Provides for dangerous goods data fields to be pulled in via the Data Exchange Manager and Import Products feature.

  • Updates NAFTA Certificate of Origin to display the current expiration date of April 30, 2020 as provided by U.S. Customs and Border Protection.

  • Adds a report to the Utilities tab–Generate Reports screen to show what screenings have been run through the Export Compliance Module for shipments in a date range.

  • Improves the Import Product & Contacts feature so that if you exported your data out of Shipping Solutions it can easily be imported back in without having to map the data.

  • Improves the Export Product & Contacts feature so that you can export right to Excel and it can accommodate carriage returns in the data.

  • Allows for three–character state codes to accommodate countries like Australia.

  • Allows either kilograms or pounds to be entered as gross weight and net weight on the Product Detail and Packing List screens.

  • Automatically enters the exemption code when a license type is entered that requires the code for AESDirect filing.

  • Adds contact names and phone numbers and box numbers to the Shipping Labels found on the Utilities tab.

  • Makes the Find and Select Shipment screens "sticky" so that if you search for a shipment based on criteria, that criteria will remain until it is reset or the program closed.

  • Adds the ITN number or exemption number for AESDirect filing to the Inland Bill of Lading.

  • Enhances the Export Controls tool in the Export Compliance Module to show information on embargoed countries.

  • Fixes the consolidated commercial invoice so that it uses the exchange rate if one is entered on the invoices screen.

  • Fixes the Admin tab–Profile Settings screen to make it easier to inactivate Profiles.

 
Changes in 9.11 Update
  • Adds the ability to capture the ITN when filing through AESDirect and copy it to the EZ Start–EEI screen in Shipping Solutions.

  • Adds the ability to store your ACE User Name and password on the Admin tab, Profile Settings screen so that you don’t have to enter it every time.

  • Adds the new destination control statement to be used for EAR– and ITAR–controlled products beginning November 15, 2016 to the Phrases Database.

  • Adds a new document called Ocean Bill of Lading–Unrated that does not include fees.

  • Adds a new document called Ocean Bill of Lading–Master that replaces the exporter with the freight forwarder and replaces the ultimate consignee with the intermediate consignee.

  • Adds a new document called Air Waybill–Master that replaces the shipper with the freight forwarder and replaces the ultimate consignee with the intermediate consignee.

  • Adds Kind of Packages and Marks & Numbers to Box 12 on the Canada Customs Invoice. Also adds the option to add the Country of Origin to Box 12. To turn the Country of Origin on and off, go to Tools tab, Customize Documents screen and choose Canada Customs Invoice.

  • Fixes the calculation of pounds to kilograms on Packing List and allows for manual entry of the Total Cubic Feet and Total Cubic Meters. Also fixes a printing issue that was causing the Packing List to print double–sided even when the printer was not configured for duplex printing.

  • Fixes the SLI in SED format so that if a VIN number is entered for an item on the EZ Start–Product Detail screen it prints only for that line item.

  • Adds the Ultimate Consignee Account Number to the reports on the Utilities–Generate Reports screen.

  • Carries the signature override to the Consolidation Utility for the Commercial Invoice, Packing List, Proforma Invoice, SLI in SED format, and SLI with product detail.

  • Allows the 3–character country code on the Databases–Countries screen to be edited.

  • Fixes the Copy shipment function so the Filing Option on the EZ Start–EEI screen is now copied as well.

  • Enlarges the Packing List package description field to allow more data.

  • Expands the functionality of the Parcel Shipping feature to include the order number and PO number with the other data transferred from Shipping Solutions to UPS WorldShip.

  • Adds the Parcel Shipping screen to the list of options to which User Groups can be granted or denied access.

  • Adds email addresses to the Spanish and French NAFTA forms for Exporter, Producer, Importer and Authorized By.

  • Adds a signature override to the NAFTA/Other FTA screen so that you can override the default signature on the Australia, CAFTA, Chile, Columbia, Korea and NAFTA Certificates of Origin.

  • Renames the Master Bill of Lading to Ocean Bill of Lading–Rated–Consolidated on the Consolidated Preview/Print/Email screen. The change was also made on the Tools tab, Customize Documents screen.

  • Fixes the Package Types database so that it doesn’t cause an error when opening the EZ Start–Packing List screen.

 
Changes in 9.10 Update
  • Updates the URL for the Export Compliance Module so it will continue to run after June 30, 2016.

  • Shipping Solutions is now compatible with CBP’s Automated Customs Environment (ACE) for AESDirect filings. All AES filers are required to begin filing through the ACE platform no later than April 29, 2016.

  • Enhances the Packing List to allow up to 5 digits on the Total Cubic Feet, Total Cubic Meters, Net Weight, and Gross Weight fields. The number of digits can be selected on the Tools–Customize Documents screen.

  • Adds the ability to store commonly used box dimensions for use on the Packing List. Enter your box dimensions on the Databases–Package Type screen, and they will appear in a drop–down list on the Packing List.

  • Adds a way to search the line items on the Packing List–Load Container screen to make it easier to locate a product for the Packing List if there are a lot of line items in a shipment.

  • Allows users to enter more information in the Means of Transport box on the Israeli Certificate of Origin.

  • Enhances the Reorder Line Items button on the EZ Start–Product Details screen to make it easier to reorder your line items.

  • Enhances the Search Line Items button the on the EZ Start–Product Details screen to make it easier to filter the line items in your shipment.

  • Improves the CARICOM Invoice so that the Title of the signatory now pulls through on the signature line, the CARICOM Certificate Number is pulled through to the document, and the date is pulled in correctly.

  • Adds the new modified Destination Control Statement to the Phrases Database. This new statement matches revisions to the EAR and ITAR requiring a common statement to be used for shipment of items that fall under either set of regulations.

  • Fixes the Shipper’s Letter of Instruction in SED format and the Shipper’s Letter of Instruction in NCBFAA format so the gridlines print correctly when the forms require more than one page to print.

  • Fixes the Consolidated Commercial Invoice so the report title is bolded on the printed form.

  • Fixes the Consolidated Commercial Invoice so the Alternate Currency now appears on the printed form when one is selected.

  • Fixes the Consolidated SLI in NCBFAA format so the legal statements that appear at the bottom of the printed form fit within the box.

 
Changes in 9.09 Update
  • Updates the URL for the Export Compliance Module so it will continue to run after November 16, 2015.

  • Allows users to add new products to the Product Database if they’ve already entered the new product information on the Product Detail screen on EZ Start.

  • Adds the option to show country codes as either two or three digit codes or as the full country name on the invoices and packing list.

  • Sets the AES Filing Option to Pre–departure by default on the EZ Start–EEI Electronic Export Information (AES) screen.

  • Adds the Packing List to the list of export forms on which users can choose to hide specific products. This option is available at the top of the Product Detail screen.

  • Fixes the signature override so that if you override a signature on one User Account, the override is still there when you login from a second User Account.

  • Adds a title and printed name field to the Signatures & Logos screen so that if you override a signature it will pull the correct title and printed name on the invoices, SLIs and Generic Certificate of Origin.

  • Increases the size of the field for the Incoterms location on the Commercial and Proforma invoices.

  • Increases the size of the field for the 24–hr Phone number on the IATA Dangerous Goods, IMO Dangerous Goods and Non–Dangerous Goods forms.

  • Fixes the CAFTA-DR Certificate of Origin so that the word CAFTA shows up in Box 7.

  • Renames the quantity and unit of measure boxes on the Product Detail screen to provide greater clarity.

  • Eliminates the need to map the line item quantity to both the Sales Quantity and the Packing List Quantity in the Data Exchange Manager (DXM).

  • Fixes the SLI in NCBFAA format so that the statements at the bottom don’t run outside their boxes.

  • Adds the 24–hr Phone number to the IMO Dangerous Goods documents.

  • Fixes the copy feature on the IATA and IMO EZ Start and Databases screen so that only one field is copied at a time.

  • Fixes the Display Product On check boxes on the EZ Start-Product Detail screen so they work correctly on the consolidated versions of the documents.

  • Correctly adds the FAS Value to the line item value for AES filings when there is DDTC information entered.

  • Adds volume conversions to the Conversion Calculator on the Utilities tab.

  • Improves the speed of the order import process through the Data Exchange Manager (DXM).

 
Changes in 9.08 Update
  • Updates the NAFTA Certificate of Origin (English) form to include the new 10-31-2016 expiration date and adds the email addresses for the exporter, importer, producer, and certifier.

  • Adds connectivity to UPS WorldShip and FedEx Ship Manager software allowing users to send shipment records from Shipping Solutions Professional to the UPS and/or FedEx software to generate shipping labels and be able to track packages without reentering the shipping information.

  • Enhances Shipping Solutions Professional’s Data Exchange Manager (DXM) by:

    1. Allowing companies to create multiple projects to pull in data from more than one source;
    2. Giving companies the option to feed order information created in their accounting or ERP system in a single XML file in addition to the existing option of using two text-delimited files;
    3. Adding the option to create folder-based projects so that the DXM will pull in either XML or text-delimited files whenever they appear in a designated folder;
    4. Allowing companies to supplement the order information generated from their accounting or ERP system with data stored in the Shipping Solutions Products Database; and
    5. Adding additional data fields that can be mapped to Shipping Solutions Professional.
    6. Giving companies three options for running the DXM: manually (as was previously available), by calling the DXM from a script, or by installing a DXM Windows Service.

  • Expands the reporting function available within the software by allowing users to custom create Excel spreadsheet reports by identifying the specific data fields they wish to include, the order in which the fields appear, and the date range of the shipments that are included in the report.

  • Gives users the ability to add less commonly used contact types to the Contacts screen in EZ Start rather than requiring them to enter that information on the specific export form screens in EZ Start.

  • Adds the Invoice Date field to the Canada Customs Invoice and Shipper’s Letter of Instruction screens in EZ Start so users don’t have to go to the Invoices – Proforma/Commercial screen just to enter an invoice date.

  • Modifies the Packing List form by making the contact fields larger so the address fields don’t wrap to a second line.

  • Modifies the SLI in NCBFAA format so additional information appears on the form: Shipment Reference Number from the EEI–Electronic Export Information (AES) screen; Transportation Reference Number from either the Ocean Bill of Lading or Air Waybill screen, depending on which Mode of Transport is selected for a particular shipment record; and the AES ITN Code or Exemption Statement from the EEI–Electronic Export Information (AES) screen.

  • Fixes the Consolidated Commercial and Proforma invoices so the Country of Origin for each item appears in a separate line below the Product Description unless the user turns this feature off.

  • Fixes the Consolidated Commercial Invoice form so that the Product ID wraps to a second line if necessary rather than truncating the field.

  • Fixes the Electronic Export Information submission to AES so that the item Gross Weight is converted from pounds to kilograms as required by AES.

  • Prevents users from modifying the Gross Weight and Net Weight fields on the Product Detail screen in EZ Start if a user has already loaded that product into a container on the Packing List screen. This eliminates the possibility that the weight appears incorrectly on the Packing List form.

  • Fixes the email option on the Preview/Print/Email Documents EZ Start toolbar option where the email address for a particular contact did not appear in the drop-down list in certain, limited circumstances.

  • Adds four new Export License Types to the License Types Database for use when filing through AES. These new codes are C62 – Support for the Cuban People (SCP), VCD – Commerce Department Voluntary Self-Disclosure, VDS – State Department Voluntary Disclosure, and VDO – Other Partner Government Agency Voluntary Disclosures.

  • Modifies the Carriers and Ports screen in EZ Start to prevent users from typing more characters into the various carrier and port fields than is allowed by AES.

  • Fixes the Commercial Invoice customization option available on the Tools tab so that the currency code doesn’t appear on the Commercial Invoice form if a user chooses to hide the currency symbol from the form.

  • Fixes the Mode of Transport drop-down menu on the Carriers and Ports screen in EZ Start to allow users to deselect a choice.

  • Makes some small layout changes to the Shipping Solutions user interface to improve usability and fixes a variety of other small bugs identified within the software since the last software update.

 
Changes in 9.07 Update
  • Adds a new Shipper’s Letter of Instruction in the new format recommended by the National Customs Broker & Freight Forwarders Association of America (NCBFAA). This new form includes the data fields required by a third-party agent to file through the Automated Export System (AES) on behalf of the shipper.

  • Modifies the Shipper’s Letter of Instruction in the old SED format to include the new data fields required by AES: Ultimate Consignee Type, License Value, and whether or not this is a Pre–Departure or Post–Departure filing.

  • For AES filings, improves the pre-submission check to provide a more complete list of data fields that are required by AES but are not currently included in the shipment record being submitted.

  • Improves the performance of the various databases in the program for users with very large lists of products and/or customers.

  • Gives users the ability to customize the Free Trade Agreement forms to choose whether or not the Commercial Invoice Special Instructions are included on the specific FTA form.

  • Enhances the Restricted Party Screening feature in the Export Compliance Module by displaying the names and addresses that were screened in addition to the results of the screening, improving the layout of the screening results, and updating the screening engine to fine–tune the accuracy of the results.

  • Enhances the Export License Determination feature in the Export Compliance Module by displaying the product information that was screened in addition to the results of the screening, improving the layout of the screening results, and updating the screening engine to fine–tune the accuracy of the results.

  • Enhances the Document Determination feature in the Export Compliance Module by displaying the transportation information in addition to the results of the screening, improving the layout of the screening results so that the responsible party for each of the documents is now included, and updating the screening engine to include certain product–specific documents that are required in addition to the general country–specific documents.

  • Adds an Audit Trail to the Export Compliance Module that automatically captures all compliance screenings and stores the results in the Shipping Solutions database.

  • Fixes the Contacts Databases to allow users to store contacts that include double quote symbols (") in their data and have those contacts appear on the export documents when selected.

  • On the Invoices screen, fixes the currency exchange rate so the conversion rate stored in the Currency Database carries over to the commercial and proforma invoices whenever an alternate currency is selected.

  • In the Currency Database, fixes the feature to test the conversion rate and currency formatting for the individual currencies.

  • Fixes the Bank Draft and Bank Draft – Letter of Credit forms so that the Drawer field prints on the documents.

  • In the Consolidation Utility, fixes some formatting issues on the consolidated commercial invoice and some customization options on the packing list that weren’t working properly.

  • Improves the speed of the Conversion Utility when importing data from previous versions of Shipping Solutions.

  • Adds the Shipment Log Notes to the list of data fields that are imported from previous versions of Shipping Solutions when running the Conversion Utility.

 
Changes in 9.06 Update
  • Adds three new data fields required by the Automated Export System (AES) beginning April 15, 2014.

  • Adds significantly more flexibility to assign or deny access to different parts of the Shipping Solutions software based on User Groups that can be created in the Admin tab.

  • Adds the ability to change the order in which the product line items print on the various invoice forms. These items can now be rearranged on the Product Detail screen of the EZ Start tab.

  • Gives users the ability to hide any export forms on the Preview/Print/Email window that they don’t use, so that a shorter list of forms will appear in this window.

  • For the Data Exchange Manager (DXM), adds a utility to scan the text files generated from your accounting, order–entry or ERP system to verify that the data formats are correct.

  • Updates the U.S. – Columbia Free Trade Agreement Certificate of Origin form.

  • On the Commercial and Proforma invoice forms, give users the ability to display the tax ID number for the exporter and the ultimate consignee.

  • Adds vertical lines between columns in the entire product area of the NAFTA Certificate of Origin form regardless of how many products are printing on the form.

  • On the Shipper’s Letter of Instruction forms, give users the ability to hide the power of attorney statement located at the bottom of the form.

  • Allows users to include additional email addresses in the AES submissions so that these additional addresses receive the AES confirmation email.

  • Adds the ability to customize the field labels on the Ocean Bill of Lading forms, the Shipper’s Letter of Instruction forms, and the Master Waybill form.

  • Fixes a bug in the data submitted to AES, which required users to reenter certain data elements on the AESDirect website for certain types of exports.

  • Adds a new database to the Database tab for storing container types for the inland bill of lading form.

  • Removes the time stamp from the date field on the IATA Dangerous Goods form.

  • Adds more user–friendly error messages when users don’t have rights to perform certain functions within the Shipping Solutions software.

  • Adds the ability to use keyboard shortcut keys for certain common program functions like Save, Cut and Paste.

 
Changes in 9.05 Update
  • Updated the web address for filing Electronic Export Information (EEI) through the Automated Export System (AES) as required by the U.S. Census Bureau. The Census Bureau has announced that this change must take place by September 4, 2013.

  • Added additional AES license codes as required by the U.S. Census Bureau, which become effective on October 15, 2013.

  • Added a French-language version of the Commercial Invoice and Proforma Invoice.

  • Added a Bank Draft Letter of Credit (L/C) form.

  • Added additional date formats for the NAFTA Certificate of Origin forms.

  • Fixed the Preference Criteria field selections for the U.S. – Australia Certificate of Origin form.

  • Added the ability to select multiple items at one time from the IATA or IMO databases and have them appear on the IATA or IMO Dangerous Goods forms.

  • Added more room for Special Instructions to appear on the Generic Certificate of Origin form.

  • Added more room for a Container Description on the Packing List form.

  • In the Consolidation Utility, fixed the Commercial and Proforma invoices so the invoice totals automatically calculate on the forms and the page numbers print on multiple-page invoices.

  • In the Consolidation Utility, added the U.S. – Korea and the U.S. – Columbia Free Trade Agreement Certificates of Origin forms.

  • Added a Copy Contact button to the various contacts databases so users can copy a specific contact record to more than one contact database.

  • Added an additional quantity field to the Data Exchange Manager to allow products to be added to the Packing List when imported from a company’s accounting or ERP system.

 
Changes in 9.04 Update
  • Added the U.S. – Colombia Free Trade Agreement Certificate of Origin form.

  • Added the Preference Criteria, Producer and Country of Origin options for the newest Free Trade Agreement Certificate of Origin forms so they are available on the Product Detail screen in EZ Start and on the Product Database.

  • Added the ability to choose whether or not to combine line items with the same Schedule B number on the Shipper’s Letter of Instruction in SED format. This new feature appears on the Customize Documents screen for this form on the Tools tab.

  • Added the ability to choose to display either the Ultimate Consignee or the Intermediate Consignee entered on the Contacts screen on the EZ Start tab as the Consignee on the Ocean Bill of Lading form.

  • Added a new Shipments by Product report to the Generate Reports screen on the Utilities tab.

  • Added the Country Code field to the shipment grid when searching for previous shipments.

  • Added the ExWorks value of a shipment to the Invoices screen on the EZ Start tab.

  • Extended the number of characters that will print in the Product Description field on the Shipper’s Letter of Instruction in SED format.

  • Added the ability to enter decimal places in the quantity field when packing a package/container on the Packing List screen.

  • Updated the NAFTA Certificate of Origin form to match the latest version published by Customs and Border Protection (CBP).

  • Fixed the Schedule B field on the Product Detail screen in EZ Start tab and on the Product Database screen so extra decimal places don’t appear in certain unusual circumstances.

  • Fixed the search function on the Add Products from Database window on the Product Detail screen on the EZ Start tab so that the “Starts With” match option works properly.

  • Fixed the U.S. – Israel Free Trade Agreement Certificate of Origin so the date is formatted correctly, the quantity and units of measure are displayed for all line items, and users have the ability to remove data that they entered into the Number of Packages field.

  • Removed the vertical lines from within the product section of the IATA Dangerous Goods form after some carriers refused to accept the form with those lines.

  • Fixed the number of decimal places that appear in the quantity field on the commercial and proforma invoices generated from the Consolidation Utility so they match the fields on those forms in the main program.

  • Fixed the Bank Draft form so that users can enter bank draft information on a shipment that was imported from a previous version of the Shipping Solutions software or on a new shipment that was created by copying a shipment record that was imported from a previous version.

  • Fixed the program to allow shipment numbers greater than 32,767.

 
Changes in 9.03 Update
  • Added a new option for submitting shipment records to the Automated Export System (AES) through a user’s default web browser instead of the Shipping Solutions browser. This new option is required after a Microsoft security update modified the Shipping Solutions browser for some users so that it no longer accepts website cookies, which is required by AES as part of its login process. This new option appears at the top of the Submit Shipment to AES screen which opens when you click on the AES button on the Shipping Solutions toolbar.

  • Added the FAA Security Endorsement form to the software.

  • Modified the Conversion Utility that imports data from Shipping Solutions Professional version 7.x into Shipping Solutions Professional version 9.x so that it runs much faster on very large databases.

  • Modified the way products are added to the Product Detail screen when users select multiple products at one time from the Product Database. The products will now be added in the order in which they were selected in the database.

  • Fixed the Net Weight field on the Product Detail screen so that it no longer rounds the weight to whole numbers even if decimal places were stored for the Net Weight in the Product Database.

  • Fixed the way the software calculates the total gross and net weights on the Product Detail screen if a user changes the quantity of an item.

  • Fixed the Product Detail screen so that new products added to a modified shipment record appear at the bottom of the list of products.

  • Fixed the Canada Customs Invoice so that products can be kept off this form by unchecking the Invoices box rather than the NAFTA/FTA box on the Product Detail screen.

  • Fixed the General Description of Goods field on the Caricom Invoice screen to limit the maximum field length to 50 characters.

  • Fixed the Packing List screen so that Special Instructions are now saved along with the rest of the information.

  • Fixed the Packing List screen so that a signature selected from the drop-down list is saved and appears on the Packing List form.

  • Fixed the date format at the bottom of the Korea FTA Certificate of Origin.

  • Added the option to change the date format for the blanket dates on the various free trade agreement Certificate of Origin forms.

  • Fixed the language at the bottom of the NAFTA Certificate of Origin on the consolidated version of the form.

  • Modified the Shipper’s Letter of Instruction (in SED format) so that items not selected to be included with AES filings are also not included on this form.

  • Fixed the Shipper’s Letter of Instruction (in SED format) form so it prints the special instructions entered into the Shipper’s Letter of Instruction screen rather than the Invoices screen.

  • Fixed the Freight Charges field on the Inland Bill of Lading so it prints the correct option.

  • Fixed the customization screen for the Packing List so that the changes are applied correctly on the Packing List form.

  • Modified the customization screen for the Shipper’s Letter of Instruction (in SED format) to allow users to change the title on the form.

  • Removes deleted signatures from the list of choices that appear in various drop-down menus on several different EZ Start screens.

  • Fixed the Print Shipping Labels option on the Utilities Tab to correctly print labels that include apostrophes in names and addresses.

  • Fixed the delete button on the User Accounts screen on the Admin tab so multi-user versions of the software can remove old users.

  • Fixed the login function on the multi-user version to require user names and password to be case sensitive.

  • Fixed the Data Exchange Manager to allow users to import shipment data into the Shipping Solutions software that includes apostrophes.

 
Changes in 9.02 Update
  • The software now asks users whether or not they want to save changes they made to the Product Detail screen on the EZ Start Tab before they add another product from the database. This will prevent users from inadvertently deleting a product they have added to the Product Detail screen if they did not remember to click on the Save button.

  • Updated the Product Detail screen on the EZ Start Tab so that users are reminded if any products they are trying to delete from a shipment have been included in any packages on the Packing List screen. Users will have to unpack a line item before they can delete them from the Product Detail screen.

  • Fixed the order in which products are added to the Product Detail screen on the EZ Start Tab.

  • The Country of Origin field on the Commercial Invoice, Proforma Invoice and Certificate of Origin (generic) was fixed. The country of origin for products did not always display on these forms. This information was missing from products and/or shipments that were converted from version 7.x of the software. Users can now run a quick update program (Update Country Names) on the Product Database screen to restore the missing data.

  • Fixed the Proforma Invoice so the correct date now prints on the form.

  • Fixed the NAFTA Certificate of Origin and the Shipper's Letter of Instruction (with Product Detail) so that products not selected to appear on those forms no longer print on those forms.

  • Fixed the Product Database so that the NAFTA Preference Criteria, Producer and Country of Origin are properly saved in the database.

  • Fixed the logo and signature option so that deleted logos and signatures no longer appear as a menu choice.

  • The display signature option was fixed on the Certificate of Origin (Generic) form. Previously the signature was removed if the user customized the form to hide the Sworn By Statement and/or the Signature Line.

  • The export document customizations are now saved by user on the Multi-User version of the software.

  • The User Group feature has been fixed for user groups that don't have access to all the tabs. Previously some of the form and field titles were not displayed or were displayed incorrectly for these user group members.

  • Fixed the Consolidated Commercial Invoice so the additional freight and handling fees don't print if that option is turned off.

  • Fixed the Consolidated Commercial Invoice so the Customer Account Number now prints on the form.

  • Fixed the Consolidated Shipper's Letter of Instruction (in SED Format) so that all the products from all the individual shipment records that were consolidated now print on the form.

 
Changes in 9.01 Update
  • Fixed the Print to PDF option on the Preview/Print/Email screen to allow users to add multiple items to a single PDF file.

  • Fixed a problem with the software registration.

  • Made several small changes to a variety of screen and field labels to make them consistent with the Shipping Solutions EZ Start Tab.

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