Release Notes for Keystone 3.6.x

NOTE: Items in bold type are NEW features.

Build 3.6.37 - 7/12/2021

Payroll Module

Payroll Email Direct Deposit Stubs

When emailing multiple stubs to same employee, use different PDF filenames to avoid overwriting PDF files with last stub.

When an employee has a single direct deposit split between multiple accounts, fix to only send one PDF attachment.

Eliminate blank page at end of each check stub.

Payroll Print Checks
Payroll Print Direct Deposit Stubs
Payroll Reprint Checks
Payroll Reprint Direct Deposit Stubs

Eliminate blank page at end of each check run.

Payroll Tax Library

Updated to 2021-R7c version (NY.)

Build 3.6.36 - 6/5/2021

Ticketing Module

Order Stack

Fix error "The ticket cannot be changed. Reason: Record not found or changed by another user" when attempting to ticket an order.

Build 3.6.35 - 6/4/2021

Dispatch Module

Edit Ticket Times

Add "Job Id" to grid (allows filtering/sorting by job.)

Order Maintenance

Add system option to ask user how to reschedule loads when the Delivery Time is changed.

Schedule

When creating a ticket from an order, show the "On Hand" information for active stocked products on the ticket screen.

Ticketing Module

Order Maintenance

Fix freezing after Job Id entered where the job has at least one job contact.

Order Stack

When creating a ticket from an order, show the "On Hand" information for active stocked products on the ticket screen.

Accounts Receivable Module

Cash Posting Register

Fix exception "EOleException: Column unknown CU.CUST_CLASS" when clearing the current register while using Customer Class selection (introduced in 3.6.7.)

Edit Ticket Times

Add "Job Id" to grid (allows filtering/sorting by job.)

Handwritten Invoice Entry
Ticket Maintenance

Add on-screen Qty On Hand and Low Qty Warning indicators.

Accounts Payable Module

A/P Print Checks

Fix issue where printing after previewing with a stub overflow report would cause the checks to not be printed (or printed to the wrong printer.)

General Ledger Module

Detail Inquiry

Default "Include Unposted" checkbox to checked.

Payroll Module

Payroll Tax Library

Updated to 2021-R6a version.

Build 3.6.34 - 5/14/2021

Ticketing Module

Ticket Printing

Remove order/plant resources on Application Server after printing a ticket.

Accounts Receivable Module

A/R Inquiry
Cash Posting
Invoice Job Corrections
Void Invoice

Fix "EOleException" error when using F4 search with invoice numbers greater than 8 digits.

Customer Price Maintenance

Fix Access Violation exception when Print button clicked.

Print Invoices

Do not add G/L tax transactions if G/L is not active.

Product Cost Rollup

Do not process inactive assembly products.

Sales Tax Rate Maintenance

Always allow editing of Description and G/L Location in the bottom tax locality grid.

Show "<No Effective Rate>" in top grid if there is no effective locality.

Setup Pending Prices

Fix error message when trying to enter a negative dollar amount.

Update LAST_CHANGE_DATETIME and LAST_CHANGE_USER when price changes are saved.

Void Invoices

Fix "EDatabaseError: Provider component dspReport not found" exception when the "Audit trail Options -> G/L Transactions" checkbox is checked.

Accounts Payable Module

Void Checks

Fix "EDatabaseError: Provider component dspReport not found" exception when the "Audit trail Options -> G/L Transactions" checkbox is checked.

General Ledger Module

Financial Statements
General Ledger Report
Source Code Journal
Trial Balance Report

Default "Include Unposted" checkbox to checked.

Payroll Module

Tax Library

Updated to 2021-R5a version.

Timecard Audit List

Add drop-down list to Dept Id selection criteria.

General

Windows Client

Display original exception message if another exception occurs during session processing.

Display SQL wait cursor when making KServer requests.

Retry KServer requests once if a timeout occurs.

Verify that company database connection is active when Windows wakes up from sleep mode.

Services

Keystone REST Server (KServer)

Removed validate setting when restoring a database to prevent partial restores.

Backoffice A/R API: New API for A/R backoffice functions.

Online Customer Portal API: Initial implementation of CustomerPayments endpoint.

Build 3.6.33 - 4/23/2021

Accounts Receivable Module

A/R Job Names List

Fix exception "EDatabaseError: cdsReport Parameter 'ACTIVE_FLAG_EQ' not found" when selecting just the Include Active checkbox (introduced in 3.6.)

Payroll Module

Payroll Register

Fix missing DEFs on first employee issue (introduced in 3.6.30.)

Build 3.6.32 - 4/20/2021

Accounts Receivable Module

A/R Ticket History Inquiry

Fix EAccessViolation exception when the Print button is clicked.

Payroll Module

Payroll Tax Library

Updated to 2021-R5 version.

Cash Management Module

C/M Import Transactions

Fix issue where checks were posted as debit amounts when the batch was posted (introduced in 3.6.16.)

Add user option to determine whether checks are imported as positive or negative amounts (saved from run to run.)

Save "File Contains Header" checkbox setting from run to run.

General

Database Restore

When restoring a cloud backup, show the CoId (Company Id) in the grid.

Services

Application Server

When looking up batch weights for a plant/ticket, use a +/- 7 day window from the current date.

Device Server

Add SENDSPACING configuration parameter to Email client links (SMTP/SendGrid).

Build 3.6.31 - 4/9/2021

Dispatch Module

Order Maintenance

When Override Load Size is changed for a load, force order loads recalculation.

Schedule

When refreshing schedule data, ignore REST timeout (12002) and unrecognized response (12152) errors.

Ticket Maintenance

Add system option to control repricing of the ticket when the Job is changed.

Ticket Printing

Add ability to print target time fields on ticket.

Add system option to control repricing of the ticket when the Job is changed.

Add ability to print Zone description on ticket.

Ticketing Module

Ticket Printing

Add system option to control repricing of the ticket when the Job is changed.

Add ability to print Zone description on ticket.

Accounts Receivable Module

A/R Customer Maintenance

Add "Web OrdReq" checkbox to Contacts grid (this will support a future feature in Keystone Online.)

A/R Customer Price List

Add Customer Class and Product Class selection.

A/R Import Tickets

When looking up jobs, do not process inactive jobs.

A/R Pending Prices List

New option added to A/R Setup/Utilities menu.

A/R Product Maintenance

Add hints to G/L account fields.

A/R Reprint Tickets

Add ability to print Zone description on ticket.

A/R Setup Pending Prices

New option which replaces the "Product Price Changes" option on the A/R Setup/Utilities menu.

A/R Ticket Maintenance

Add system option to control repricing of the ticket when the Job is changed.

Accounts Payable Module

A/P Print Checks
A/P Reprint Checks

Fix exception "EDatabaseError: cdsReport Index 'seq' not found" when printing the stub overflow report (introduced in 3.6.30.)

A/P Select Invoices for Payment

Fix Auto Pay when using the Pay In Full-Due Date option (introduced in 3.2.)

Purchase Order Module

P.O. Receipts List

Fix exception "EIBNativeException: Column unknown RH.PO_NUMBER" when using P.O. Number selection (introduced in 3.6.30.)

General

Reports

Increased number of lookup list items supported to 256 (previously was 64.)

System Menu

Modify "Release Locked Tickets" option to clear out the last 7 days worth of Print Invoices sessions for the current user (all users now have access to this option.)

Services

Keystone REST Server (KServer)

Windows Client A/P Reports API: Fix APPrintChecksNegWarn query (VEND_ID parameter fieldname was incorrect.)

Dispatch API v2: Include Closed orders in ScheduleByCust, ScheduleByPlant, ScheduleBySls and ScheduleOrders endpoints.

Dispatch API v2: Modify ticket queries to look at plant, office and sales tickets.

Build 3.6.30 - 3/26/2021

Dispatch Module

Order Maintenance

Add "Order Complete Email Status" field to Times/Email tab.

Fixed issue with setting up REQUIRED field security where the error message "Another user has updated the order..." would appear.

Schedule

Fix void ticket so it starts with the "Void Reason" field focused every time.

Fix message "You must enter a Customer ID" when using "Quick Ticket" function after shipping a load and clicking the Print button on the ticket stub screen.

Clear on-screen totals and set focus to "Cust Id" box when using the Quick Ticket feature.

Ticket Maintenance

Add "Batch Weight Email Status" to Times/Email tab.

Ticket Printing

When using "Quick Ticket" from the Schedule, fix exception "cdsMaster: Field qryZoneLoadTime not found" when a zone is entered and the ticket is accepted.

Accounts Receivable Module

Comparative Customer Sales Report
Customer Sales Report

Plant Id and Customer Class selections are now checklist boxes which allows any combination of plants/customer classes to be selected.

Enter A/R Balances

Ask for Exempt Amount and Reason when entering sales tax information.

Generate tax transactions when entering sales tax information.

Product Maintenance

Add "Ord Req OK" checkbox (future use by Keystone Online.)

Fix "EConvertError: Invalid argument to time encode" exception when the Last Physical Entry time for the product is invalid.

Product Sales Report

Plant Id and Product Class selections are now checklist boxes which allows any combination of plants/product classes to be selected.

Ticket History Inquiry
Ticket Maintenance

Add "Batch Weight Email Status" to Times/Email tab.

Inventory Module

Inventory Reconciliation

Correction to Production Reciept - Match Out cost to In lookback.

Physical Inventory Entry

Add ability to create recurring batches.

Accounts Payable Module

A/P Print Checks
A/P Reprint Checks

Add checkbox to control whether Invoice Description prints on check stub and stub overflow report.

Purchase Order Module

P.O. Receipt Maintenance

Do not include products that were not received when the receipt is saved.

General Ledger Module

G/L Detail Inquiry

Fix issue where unposted transactions would sometimes not show italicized (usually when column filters were applied.)

Payroll Module

Email Direct Deposit Stubs

Changed default PDF password to last 4 digits of employee SSN.

Changed PDF filename to Employee Name + Check Date.

Changed email body text to include password instructions and confidentiality disclaimer.

Employee List

Performance improvement when using the Include Time Clock Xref Data and/or Include Driver Data options.

Employee List
Employee Payroll Register
Special Deduction History Report
Timecard Audit List
Timecard History Report

Sort employee name case-insensitively.

Tax Library

Updated to 2021-R4 version.

Timecard Audit List

Performance improvement when processing timecard overrides.

General

Automatic Products

Performance improvement: improved the speed of adding automatic products by a factor of 5X.

Device Maintenance

When testing a device, tell the device aggregator to reload that device's settings before testing.

When saving device changes, warn if the Dev Server Id is left empty.

Form Reports

When printing forms with document images, scale the image so it fits within the horizontal and vertical margins of the page.

Reports

Fix font size adjustment issue when large fonts are used (report width < 100 columns).

System Menu

Fix exception "The given local time is invalid" at startup when the current time is 1 day prior to the 1 hour "limbo" period of Standard->DST time changeover.

The TEST button on the Email Settings dialog will now work correctly for non-Admin Keystone users.

Windows Client

When an error occurs within KServer, the error message will include the exception message returned from KServer.

Services

Device Aggregator

After the device map is updated, apply any changes to the Device Servers.

Shutdown the context thread when a client is finished reading scale weight.

Send Device Configuration commands for all devices ONLY when a device server connects for the first time.

Do not stop the TCP Server when reconnecting to the application server to avoid missing data.

Process device server notify status message.

Device Server

Shutdown scale reader thread when there are no active listeners.

Return any data that is available in the read buffer for a client serial connection even if less than the size requested.

When creating devices that require PROTOCOL, do not assume a default protocol if none is specified. Instead, log an error message.

Send notify status to aggregator.

Keystone REST Server (KServer)

Several enhancements to support moving more Keystone reports to KServer.

Customer Portal API: Support CustId query parameter on CustomerJobs endpoint.

Customer Portal API: Add OrdReqJobs and OrdReqProducts endpoints.

Windows Client Device API v2: Add updatebwemailstatus and updateocemailstatus endpoints.

Build 3.6.29 - 3/5/2021

Dispatch Module

Dispatch Schedule

Fix exception "EOleException: The given '3/14/2021 2:59:59 AM' local time is invalid (situated within the missing period prior to DST)" when trying to view the schedule for 3/13/21.

Accounts Receivable Module

Customer Sales Report
Product Sales Report

Improve accuracy of Gross Profit amounts by using reconciled inventory costs for product sales.

Division Maintenance

Add ability to edit the Default Retained Earnings G/L account.

Inventory Reconciliation

When calculating Production Out Costs, fix cost to match rolled-up cost of Production In for mid-level non-stocked product.

Inventory Transfers

Indicate which unit cost (Standard, Average or Last) is active based on the system option.

Plant Maintenance

Add "Recalc All Mix Designs" button to Dispatch tab.

Reprint Tickets

Add ability to print E-Ticket document images on the form.

Accounts Payable Module

Invoice Vouchering

Print expense G/L distribution description on the posting register when "Print Invoice Description" vouchering option is set.

General Ledger Module

Year End Processing

Add ability to select one company OR one division to be processed.

Payroll Module

ACA 1094/1095 Export

Force company State and Zip fields to uppercase.

Force employee State and Zip fields to uppercase.

Force OtherALEMemberNameControl field to uppercase.

Always trim leading/trailing/multiple blanks in export fields.

Default Contact Phone field to company ACA Contact Phone at startup.

Show warning message if Contact Phone field left blank.

Company Maintenance
Setup Company

Company State and Zip fields are now forced uppercase.

Email Direct Deposit Stubs

New option added to the Payroll Entry/Processing menu (contact support if you need this feature.)

Employee Maintenance

Employee State, Zip and ACA Control Text fields are now forced uppercase.

Add "Dir Dep Email" checkbox to support Email Direct Deposit Stubs.

Add "Password" field (Direct Deposit stub PDF password) to support Email Direct Deposit Stubs.

Federal & State W-2 Export

Force company State and Zip fields to uppercase.

Force employee State and Zip fields to uppercase.

Always trim leading/trailing/multiple blanks in export fields.

Payroll Tax Library

Updated to 2021-R3a version.

Print Direct Deposit Stubs

Add "Include Direct Deposit stubs that are to be emailed" checkbox (if unchecked stubs that are setup to be emailed will not be printed.)

Re-Print Direct Deposit Stubs

Add "Include Direct Deposit stubs that were originally emailed" checkbox (if unchecked stubs that were emailed will not be printed.)

W-2 Setup Maintenance

Company State is now forced uppercase.

General

Scheduled Backup

If an error occurs backing up one database, the program will continue on with any remaining databases instead of aborting.

Add command-line parameter to set the Backup Location Type.

System Backup/Restore

Replaced "Support" backup option with "Cloud (Azure)" backup option (coming soon.)

Windows Client

Properly report Windows Server 2019 in the System Information dialog.

Apply run-time library bug fix for TDateTime->REST timestamp conversion.

Services

Keystone REST Server (KServer)

Add "SessionTimeout" general configuration option (1 hour default.)

Add support for server-side and Azure Cloud backups to KDBBackup/KDBRestore actions.

Apply run-time library bug fix for TDateTime->REST timestamp conversion.

Driver API: Remove extra closing parentheses from calc method in forceYN parameter of notifyordercomplete query (introduced in 3.6.27.1.)

Keystone Online Customer Portal API: Support CustId query parameter on CustomerInvoices endpoint.

Windows Client System Database API: Add support for Azure Cloud backup.

Build 3.6.28 - 2/12/2021

Inventory Module

Inventory Reconciliation

Fix problem where Avg Cost calculation double counted the qty change in the divisor resulting in a low value.

Payroll Module

Calculate Payroll

Do not double-add current amount when using SUMDEFTYPE function with MTD/QTD/YTD/ATD suffix filter.

Payroll SUTA E-File Export

Updated for 2021 state changes (CO, KS, PA).

Payroll Tax Library

Updated to 2021-R3 version (MD state.)

Job Cost Module

J/C Import Transactions

Add "File Contains Header" checkbox to skip header record during import.

Fix length of Job Id and Asset Id fields.

Fix foreign key violation exception when U/M is blank in the import file.

Services

Keystone REST Server (KServer)

Improve query error reporting to properly report the query name that caused the error when multiple queries exist within an endpoint.

Properly support SELECT queries within POST/PUT endpoints.

Properly handle INSERT/UPDATE detail queries within a SELECT master query in a POST/PUT endpoint.

Check query "Condition" expression before running detail INSERT/UPDATE queries.

Clear query parameters prior to setting parameters for INSERT/UPDATE query.

Build 3.6.27 - 2/6/2021

Payroll Module

ACA 1094/1095 Export

Fix: Employee Age field should not have any leading zeroes.

Fix: AnnualZip element changed to AnnualUSZip.

Fix handling of empty zip code fields.

Employee Maintenance

Change "Dependents" grid caption (on ACA tab) to "Covered Individuals (Including the Employee)".

Build 3.6.26 - 2/5/2021

Dispatch Module

Order Maintenance

When GPS map is open the Order Maintenance screen is now inactive.

Order Maintenance can now be closed when the GPS map is open.

Add "Close Map" button on Order Maintenance screen when GPS map is open in case the map window gets stuck behind the Order Maintenance window.

Show Customer ID and Order ID on the "Waiting for Map" screen when using the GPS map.

Fix performance issue when switching to the Loads tab on an order with multiple products.

Ticket Printing

Require Lane # on ticket stub screen if the plant is setup for Multi-Lane.

Send previous load truck number as ULINK field #199.

Ticketing Module

Order Maintenance

When GPS map is open the Order Maintenance screen is now inactive.

Order Maintenance can now be closed when the GPS map is open.

Add "Close Map" button on Order Maintenance screen when GPS map is open in case the map window gets stuck behind the Order Maintenance window.

Show Customer ID and Order ID on the "Waiting for Map" screen when using the GPS map.

Accounts Receivable Module

Credit Card Pre-Approval

Add rejection color warning after 2 or more rejections.

Change approval status from a drop-down list to dedicated buttons for each status.

Indicate number of rejections in the status column (i.e. "Rejected (2)".)

Job Price Maintenance

When GPS map is open the Job Price Maintenance screen is now inactive.

Job Price Maintenance can now be closed when the GPS map is open.

Add "Close Map" button on Job Price Maintenance screen when GPS map is open in case the map window gets stuck behind the Job Price Maintenance window.

Show Customer ID and Job ID on the "Waiting for Map" screen when using the GPS map.

Plant Maintenance

Add Multi-Lane setup tab.

When GPS map is open the Plant Maintenance screen is now inactive.

Plant Maintenance can now be closed when the GPS map is open.

Add "Close Map" button on Plant Maintenance screen when GPS map is open in case the map window gets stuck behind the Plant Maintenance window.

Show Plant ID on the "Waiting for Map" screen when using the GPS map.

Print Invoices

When processing void tickets, copy PRODUCT_CODE_OB, PRODUCT_CODE_RET, QTY_OB, QTY_RET fields to sales history.

Product Labels

Add Vendor Id to selection criteria.

Quote Module

Quote Maintenance

When GPS map is open the Quote Maintenance screen is now inactive.

Quote Maintenance can now be closed when the GPS map is open.

Add "Close Map" button on Quote Maintenance screen when GPS map is open in case the map window gets stuck behind the Quote Maintenance window.

Show Prospect ID and Quote ID on the "Waiting for Map" screen when using the GPS map.

Payroll Module

ACA 1094/1095 Export

Updated for 2020 ACA (1094-C & 1095-C) changes.

Employee Maintenance

Updated for 2020 ACA (1095-C) changes.

Print 1095-C Forms

Add warning message indicating this option is no longer supported due to the 2020 form change.

General

System Menu

The A/R Aged Trial Balance Export option has been moved from the Setup/Utilities menu to the Accounts Receivable menu.

California DE-9/DE-9C Export option removed from the Payroll Web Portal Export/Filing menu.

W-2 E-File Export option removed from the Payroll Year End menu.

W-2 Corrections E-File Export option removed from the Payroll Year End menu.

Services

Application Server

When processing an "End Pour" message from a GPS/status device, only update the load status to End Pour if the current load status is prior to Returning.

Device Server

Send previous load truck number as ULINK field #199.

Keystone REST Server (KServer)

GPS API: Add joblot, jobblock and drivername fields to truckticketinfo endpoint.

Build 3.6.25 - 1/27/2021

Payroll Module

Payroll Print W-3 Form

Fix to include codes Y, AA, BB and EE in Box 12a (deferred compensation.)

Services

Keystone REST Server (KServer)

Change DIV() function to return zero (instead of NULL) when a Divide By Zero exception occurs.

Build 3.6.24 - 1/22/2021

Dispatch Module

Order Maintenance

Add "Picked Up" checkbox which removes this order from the Truck Demand Graph.

Add button (marked with "X") to clear out the current order color.

Schedule

Add "Show Completed Orders" checkbox at top of screen when schedule is showing today's orders.

When calculating load projected return time, take the fact that the load may have shipped early/late into account.

Do not open document imaging database connection through Application Server.

Truck Demand Graph

Do not include orders where the "Picked Up" flag is checked.

Accounts Receivable Module

Email Statements

Add Customer Class selection.

A/R Inquiry

Do not open document imaging database connection through Application Server.

Job Price Maintenance

Do not open document imaging database connection through Application Server.

Print Statements

Print correct dunning message when only finance charges are past due.

Reprint Invoices

Do not open document imaging database connection through Application Server.

Ticket Maintenance

Fix so on-screen totals are updated after Reprice button clicked.

Prompt to reprice ticket if Job Id changed.

Do not open document imaging database connection through Application Server.

Accounts Payable Module

Select Invoices for Payment

Ignore spacebar on the warning dialog for attempting to payoff an invoice marked HOLD.

General Ledger Module

Year End Processing

Close all periods prior to and including year end for all modules.

Payroll Module

Calculate Payroll

Improve SUMDEFTYPE pop function to support field filtering and period suffix together in Parameter 3.

Employee Maintenance

Remove "New Loan Date cannot be in the future" error message.

Payroll Register

Include all definitions that have a current, MTD, QTD, YTD or ATD value.

Print W-2 Forms

Add the remaining Report Sequence options from the Employee File List.

Tax Library

Updated to 2021-R2b version.

Purchase Order Module

Purchase Order Maintenance

Do not open document imaging database connection through Application Server.

P.O. Receipt Maintenance

Do not open document imaging database connection through Application Server.

General

Company Database

Upgraded to version 20.10.

Form Reports

Add support for barcode types 2 of 5 (narrow/wide), UPC-A, UPC-E, Code 128 (narrow).

Services

Application Server

Add delay (5 seconds) between retries when an exception occurs during a database upgrade.

Device Aggregator

Add ability to specify batch ingredient IDs for temper, trim, truck and preloaded waters.

Build 3.6.23 - 1/8/2021

Accounts Receivable Module

A/R Import Tickets

Fix exception "EDatabaseError cdsRemCDSTktHd: Field 'qryXfrBWHd' not found" when importing remote tickets using CDS format from an older Keystone standalone (prior to 3.6.19) that does not export batch weight data.

A/R Print Invoices

Show "Include Ticket Images" checkbox if Document Imaging active.

Accounts Payable Module

A/P ACH Export

Add "Include Company Debit Record" checkbox (saved from run to run) to match Payroll version.

Add user field for Company Discretionary Data (Type 5 Record) which is saved from run to run.

Set correct Service Class code (200/220) in Type 5 and Type 8 records depending on whether the "Include Company Debit Record" checkbox is checked.

Payroll Module

Payroll ACH Export

Add user field for Company Discretionary Data (Type 5 Record) which is saved from run to run.

Set correct Service Class code (200/220) in Type 5 and Type 8 records depending on whether the "Include Company Debit Record" checkbox is checked.

Payroll Tax Library

Updated to 2021-R2 version (MI, MN, MS, NM, VT states).

Services

Device Aggregator

Fix issue (introduced in 3.6.17) where aggregator stops accepting commands from clients/device servers if one or more companies have not yet been upgraded to the current DB version.

Build 3.6.22 - 1/3/2021

Accounts Receivable Module

A/R Import Tickets

Fix exception "Operation violates CHECK constraint Z$ARTPTKHD_CHK_DOC_FLAG on view or table Z$ARTPTKHD" when importing batch tickets (introduced in 3.6.21.)

Build 3.6.21 - 12/29/2020

WARNING: When logging into a company for the first time after installing this update, the database will be upgraded. This process may take as long as 30 minutes depending on the amount of sales history. Be sure to allow enough time to complete the database upgrade.

Dispatch Module

Dispatch Ticket Printing

Recalculate SubTotal/TaxTotal prior to checking pre-pay balance.

Add "Batch Job Id" to Job Id dropdown.

Export Tickets to Accounting

Fix EXF export issue with detail level calculated fields not positioning to the correct record during export (introduced in 2.5.24.)

Ticketing Module

Ticketing Ticket Printing

Add "Batch Job Id" to Job Id dropdown.

A/P Module

Print A/P 1099 Forms

1099-MISC form updated for 2020 changes.

Add 1099-NEC form (new for 2020.)

Select Invoices for Payment

Add system option to restrict invoices shown to the current user (contact support if you need this feature.)

Add "User Id" as an optional grid field.

Payroll Module

Payroll Tax Library

Updated to 2021-R1a version (IL, ND, NJ, OR, RI states.)

Document Imaging Module

Doc System Maintenance

Fixed DB Type edit box to be left aligned.

Fixed edit field tab order.

Changed Password field to use password edit style (dots instead of actual characters.)

Link Documents

Fix FindSourceDoc method to use DOC_FLAG for ticket tables.

Check for void invoices when linking documents to sales history.

Services

Application Server

Add DOC_FLAG field to ARTTCKHD and ARTSLSHD tables.

Document Imaging: Handle MSSQL date as YYYY-MM-DD or standard format.

Document Imaging: Handle integer conversion errors, treat as zero.

Document Imaging: Fix document path appending to increment PathId.

Keystone REST Server (KServer)

Driver API: Change "updatetck" and "updatesls" queries in "ticket" endpoint to set DOC_FLAG to Y.

Windows Client Document Imaging API: Add "doclinklist" endpoint to assist company DB upgrade.

Build 3.6.20 - 12/11/2020

Dispatch Module

Dispatch Schedule

Add ability to automatically place an order on Hold after a specific load is ticketed.

Payroll Module

Tax Library

Updated to 2020-R12a version.

General

Company Database

Upgraded to version 20.08.

Services

Application Server

Call KServer Contact Event API when Web Access enabled for a customer contact.

Device Aggregator

Add Contact Event device support.

Add GPSID support when recording truck status.

Device Server

Add Contact Event device support.

Add GPSID support when recording truck status.

Oshkosh Status device: Add MaxPourMins configuration parameter.

Oshkosh Status device: Use AssetReportEventId to determine which statuses have been processed.

Keystone REST Server (KServer)

Add Contact Event device support.

Keystone Online Customer Portal API: Add CustomerJobs endpoint.

Keystone Online Customer Portal API: Exclude void invoices in CustomerInvoices endpoint.

Keystone Online Customer Portal API: Modify CustomerInvoices endpoint to return DiscountDate/DiscountAmt fields (if applicable.)

Stonemont QC API: Fix "xbatchresults" endpoint query to query all plant types when looking up tickets.

Build 3.6.19 - 11/6/2020

Dispatch Module

End of Day
Re-Transfer Tickets

Add batch weights to CDS export.

Export Tickets to Accounting

Add support for Sage-50 ticket export.

Add batch weights to CDS export.

Accounts Receivable Module

Import Tickets

Import batch weights when importing remote tickets in CDS format.

Plant Maintenance

Only include ticket forms on "Ticket Form" dropdown list.

Ticket Maintenance

Fix "Field TABLE_ID not found" and "Field CALC_BATCHWEIGHTS not found" exceptions when printing a ticket.

Accounts Payable Module

1099 Class Maintenance

Add "1099-NEC" to form dropdown list.

Payroll Module

Payroll Tax Library

Updated to 2020-R11 version.

General

Form Reports

Add "code 128" barcode support for Okidata and Epson dot-matrix printers.

Add ability to specify exact shading color for boxes and printer margins in forms.

System Menu

The "Re-Print Tickets" option has been moved from the A/R Sales Analysis menu to the A/R Invoicing menu.

Services

Device Server

Add TIMEOUT device parameter for cloud-based devices.

Add support for Oshkosh Status interface (final.)

Keystone REST Server (KServer)

Fix exception when restoring a database backup from a remote ticketing system during import tickets.

Build 3.6.18 - 10/9/2020

Dispatch Module

Driver Time/Yardage Analysis Report

Add "Truck Id" selection.

Show Driver Name next to Driver Id on report.

Truck Demand Graph

Fix consolidated graph not reporting data in proper time slots.

Payroll Module

Calculate Payroll

Added new SYSVARs to payroll formulas: CHKDATE, PDBEGIN, PDEND.

General

Form Maintenance

Fix Preview so form images render on the previewed form.

Services

Device Aggregator

Send Temper, Trim, Truck and Manual water to notify devices as extra ingredients.

Device Server

Add Unit of Measure to Load Size, Cumul Qty, Order Qty and ingredients (notify batch weights devices.)

Add SHOWWATERTEMPER, SHOWWATERTRIM, SHOWWATERTRUCK and SHOWWATERMANUAL device configuration parameters to control presentation of miscellaneous waters (notify batch weights devices.)

Build 3.6.17 - 9/28/2020

Dispatch Module

Order Maintenance

Add "Mix Multiplier" Auto Qty type processing for products.

No longer generates Field Change events when the Product Id is changed.

Fix Product Add order event to report new Product Id.

Generate Product Add order event when existing comment changed to product.

Generate Product Delete event when existing product changed to comment.

When using the Quick Order function from the Dispatch Schedule, do not show the "Ticket Copies" edit box at startup.

Contacts grid layout will now save customizations from run to run.

Added "Src" as an optional contacts grid field.

Improved identification of customer/job contacts.

Schedule

Disable automatic refresh of the schedule when the PC enters sleep mode.

Fix scale weights not reading properly.

Ticket Maintenance

Add "Pre-Loaded Water" columns to Batch Weights grid.

Ticket Printing

When creating ticket from order, calculate quantity for "Mix Multiplier" auto qty type correctly.

Fix scale weights not reading properly.

Truck Demand Graph

Fix weird behavior of series checkboxes.

Ticketing Module

Order Maintenance

Contacts grid layout will now save customizations from run to run.

Added "Src" as an optional contacts grid field.

Improved identification of customer/job contacts.

Order Stack

Disable automatic refresh of the order stack when the PC enters sleep mode.

Fix scale weights not reading properly.

Ticket Printing

When creating ticket from order, calculate quantity for "Mix Multiplier" auto qty type correctly.

Fix scale weights not reading properly.

Accounts Receivable Module

A/R Inquiry

Apply all grid column filters when using the "Forms" dropdown button to print the statement.

Apply all grid column filters when using the "Print" button to print the customer invoice history report.

Cash Posting

Apply all grid column filters when using the "Forms" dropdown button to print the statement.

Job Price Maintenance

Contacts grid layout will now save customizations from run to run.

Added "Src" as an optional contacts grid field.

Improved identification of customer contacts.

Month/Year End Processing

Recalculate customer A/R balances as needed.

Prepare Remote Ticketing Data

Add GLTACNRMCA table to list of tables to be exported.

Product Class Maintenance

Add "Mix Multiplier" as a Default Auto Qty type.

Product Maintenance

Add "Mix Multiplier" as an Auto Qty type.

Ticket Maintenance

Add "Pre-Loaded Water" columns to Batch Weights grid.

Truck Maintenance

Add "Seq No" as an optional GPS status grid field.

When two statuses have the same time, sort them in the order originally processed on the GPS status grid.

Void Invoice

When voiding and reopening tickets, re-link the document images and batch weights to the new tickets.

Quote Module

Quote Maintenance

Contacts grid layout will now save customizations from run to run.

Added "Src" as an optional contacts grid field.

Improved identification of customer/prospect contacts.

Accounts Payable Module

A/P ACH Export
Re-Export A/P ACH

Fix report to include correct A/P detail.

Print user-entered parameters at the top of the first report page.

Re-Export A/P ACH

Fix query filtering to exclude ACH transactions that were never previously exported.

Payroll Module

Calculate Payroll

Add ability to specify the period value for SUMDEFTYPE payroll formula operation.

Employee Maintenance

When adding an employee event, automatically fill in the "User Id" field.

Payroll ACH Export
Re-Export Payroll ACH

Print user-entered parameters at the top of the first report page.

Re-Export Payroll ACH

Fix query filtering to exclude ACH transactions that were never previously exported.

Tax Library

Updated to 2020-R10 version.

General

Company Database

Fix CMPTRX_ACCTBAL procedure to include void/reversal transactions.

Email Validation

Allow email addresses with special characters in the first part of the email address.

System Menu

Change menu item sequence on A/R File Maintenance and A/R File List menus to: Group Prices, Customer Prices, Job Prices to match the pricing hierarchy.

System Option Maintenance

For Email SSL Method, add TLS V1.1 and TLS V1.2 options to the dropdown.

Services

Device Aggregator

Add "IGNORELOADTIME" batch control device parameter to ignore Load Time within batch results.

Delay accepting connections from device servers until all device threads have been created and initialized.

Process "Pre-Loaded Water" when processing batch results.

Device Server

Add Latitude/Longitude support for RoadKing GPS.

Add ability to hide "% Error" detail column when emailing batch weights / sending batch weights to Keystone Online.

Add ability to read "Pre-Loaded Water" from Rex batch results.

Add support for Oshkosh Status interface (preliminary.)

When sending SMTP email, log an error event when one of the recipients fails and attempt to continue.

Keystone REST Server (KServer)

KServer FX API: Fix "tickettimes" query in "dispatchtime" endpoint to filter on Mix product type.

Build 3.6.16 - 8/5/2020

Dispatch Module

Dispatch Reprint Tickets

Add "Order Id" selection criteria.

No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.

Fix preview to show correct weighmaster signature image.

Dispatch Schedule

Improve data load time for the schedule grid.

Fix midnight cross-over issues where some orders/loads would not appear on the correct day.

Dispatch Ticket Printing

Fix issue where backspacing out the Amount Tendered value would leave the first digit and use that as the Amount Tendered.

Ticketing Module

Ticketing Reprint Tickets

Add "Order Id" selection criteria.

No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.

Fix preview to show correct weighmaster signature image.

Ticketing Ticket Printing

Fix issue where backspacing out the Amount Tendered value would leave the first digit and use that as the Amount Tendered.

Accounts Receivable Module

A/R Delivery Truck Log Report

Fixed to include only delivery products and non-void tickets.

A/R Driver Maintenance

Change "Employee No." field to "Employee Id."

Change "Emp Id" field on GPS tab to "Driver No."

A/R Reprint Tickets from History

Add "Order Id" selection criteria.

No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.

Fix preview to show correct weighmaster signature image.

Cash Management Module

C/M Import Transactions

Change confirmation message to "Save imported transactions batch?".

C/M Post Imported Transactions

Fix issue where transactions with certain transaction types would import with zero dollar amounts.

General

System Menu

Display notification when a new Keystone version is available.

Fix quick launch bar to properly launch Dispatch Ticket Printing on systems with both Dispatch & Ticketing.

Services

Device Server

Add support for RoadKing GPS status device.

Add support for RoadKing dispatch event device.

Keystone REST Server (KServer)

Add Keystone Online E-ticketing API.

Build 3.6.15 - 7/17/2020

Dispatch Module

Dispatch Batch Weights Report

Add mix product description lines 1 & 2.

Dispatch Reprint Tickets

Add user checkbox/dropdown list to override the plant's form settings and allow the user to select a specific ticket form.

Dispatch Schedule

Fix midnight cross-over issue where orders scheduled for tomorrow (just after midnight) would not show when the system clock is still today just before midnight.

Changed default load lookahead value to 3 hours (previously was 24 hours.)

Dispatch Void Ticket

Include Order Id, Cust Id and Plant Id when sending notification to Keystone Online.

Ticketing Module

Ticketing Reprint Tickets

Add user checkbox/dropdown list to override the plant's form settings and allow the user to select a specific ticket form.

Accounts Receivable Module

A/R Credit Card Pre-Approval

Fix Access Violation exception when trying to print an order from the Edit Order window.

A/R Import Tickets

Fix issue where batch weights would not be linked to tickets once the tickets were imported to the office.

A/R Print Statements

Add user checkbox option to Print Void Invoices.

Cash Management Module

C/M Transaction Entry
Enter C/M Balances

Fix Access Violation exception after first transaction is entered.

Payroll Module

Payroll Tax Library

Updated to 2020-R8a version.

General

Company Database

Add master table triggers to trim key fields in master tables when inserting/updating records (solves issues when importing data outside of Keystone.)

Add table to track order complete notifications.

Re-link existing tickets with associated batch weights due to A/R Import Tickets issue.

Services

Application Server

Delete the associated GPS plant translation record when a plant is deleted.

Send dispatch event when a truck is swapped on the schedule.

Device Aggregator

Use the "Load Time" from the batch results as the "Batch Start" time for the ticket.

Use the current system time when processing batch results as the "Batch End" time for the ticket.

Device Server

Add support for JSON content in notification devices.

Add support for default RootURL value for REST client devices.

Add support for Keystone Online dispatch event API v2.

Add LINKVERSION/PROTOCOLVERSION device configuration parameters.

Keystone Web Server

Changed default load lookahead value to 3 hours (previously was 24 hours.)

Keystone REST Server (KServer)

Fix to send dispatch event if there is no STATUS list setup for the dispatch event device.

KServer Driver API: Fix issue where driver could not retrieve a ticket on the tablet for an order scheduled for tomorrow (just after midnight) that is shipped today just before midnight.

KServer Driver API: Add automatic process to send order complete notifications after a certain period of time (default is one hour.)

Keystone Online Customer Portal API: Changed default load lookahead value to 3 hours (previously was 24 hours.)

Dispatch API v1: Changed default load lookahead value to 3 hours (previously was 24 hours.)

Dispatch API v2: Changed default load lookahead value to 3 hours (previously was 24 hours.)

Windows Client Device API v2: Add automatic process to return loads that were never returned after a certain period of time (default is 2 hours after projected return time.)

Build 3.6.14 - 6/20/2020

Dispatch Module

Dispatch Order Maintenance

Show credit card approval code in CC Auth status box when status is "Approved."

Dispatch Schedule
Dispatch Ticket Printing

Support new "Weighed Volume" U/M type.

Dispatch Ticket Printing

Fix missing truck fields when printing ticket (ex: VIN_NUMBER.)

Ticketing Module

Ticketing Order Stack
Ticketing Ticket Printing

Support new "Weighed Volume" U/M type.

Ticketing Ticket Printing

Fix missing truck fields when printing ticket (ex: VIN_NUMBER.)

Accounts Receivable Module

A/R Import Tickets

Add ability to copy Doc Link when importing remote tickets.

A/R Quick Ticket Entry
A/R Ticket Maintenance

Support new "Weighed Volume" U/M type.

Payroll Module

Payroll Tax Library

Updated to 2020-R7 version.

General

Company Database

Fix ARP_TICKETS procedure to properly handle empty salesperson field.

Fix existing A/P invoices: copy the 1099 Class from original invoice to reversal invoice.

Services

Application Server

Add special plant suffix when sending dispatch events.

Fix A/P Void Invoice to copy the 1099 Class from original invoice to reversal invoice.

Prevent field overflow exception when batch status message is longer than 80 characters.

Device Server

Add missing tickets message to order complete notification email if some tickets do not have an associated PDF document.

Keystone REST Server (KServer)

Always send notify order complete command even if some tickets do not have an associated PDF document.

Fix plant ticket lookup to look back a maximum of 90 days.

GRS API: Add "activetrucksbyorder" endpoint.

Build 3.6.13 - 5/28/2020

Dispatch Module

Detailed Yardage Report

Add blank line after between jobs when job subtotal not printed.

Dispatch Order Maintenance

Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)

Dispatch Schedule

The order maintenance window now opens faster than previously when adding/editing an order.

Ticketing Module

Ticketing Order Maintenance

Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)

Accounts Receivable Module

A/R Credit Card Preapprovals

Maintain order grid position after editing order, accepting changes or cancelling changes.

Add status message to indicate whether changes were saved or discarded.

Improve performance when orders are loaded and when changes are saved.

The order maintenance window now opens faster than previously when editing an order.

A/R Customer Maintenance
A/R Inquiry

Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)

A/R Job Price Maintenance

Prevent entry of invalid email address in Contacts grid and on Email Job dialog (existing invalid email address will be highlighted.)

Quote Module

Quote Maintenance

Prevent entry of invalid email address in Contacts grid and on Email Quote dialog (existing invalid email address will be highlighted.)

When adding a new quote, load contacts from the prospect/customer into the Contacts grid.

When booking a job, copy the quote-specific contacts to the job.

When booking a job to a new customer, update the quote-specific contacts to the new customer.

Fix issue where quote-specific contacts for a new quote were not visible.

Quote Prospect Maintenance

Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)

Accounts Payable Module

A/P Vendor Maintenance

Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)

Payroll Module

Payroll Employee Maintenance

Prevent entry of invalid email address (existing invalid email address will be highlighted.)

General

System Menu

Custom menu options may now be placed into the company database.

Fix error message when menu is closed with Dispatch Schedule window open.

Services

Application Server

Add "DOC_LINK" field when sending dispatch events.

Fix to send order complete notification when order status manually set to Complete.

Device Server

Add "TicketKey" field when sending dispatch events to Keystone Online.

Fix date/time conversion when sending dispatch events to Keystone Online.

Keystone REST Server

Fix date/time conversion to properly handle Stonemont date/time format (introduced in 3.6.12.)

Build 3.6.12 - 5/15/2020

Dispatch Module

Dispatch Batch Weights Report
Dispatch End of Day
Dispatch Re-transfer Tickets

Use BW_RECKEY to link batch weights with tickets.

Dispatch Order Maintenance

Add ability to copy Contacts from contacts grid when copying an order.

Ticketing Module

Ticketing End of Day
Ticketing Re-transfer Tickets

Use BW_RECKEY to link batch weights with tickets.

Accounts Receivable Module

A/R Import Tickets

When importing remote tickets clear the DOC_LINK and BW_RECKEY ticket fields.

A/R Job Price List

Add ability to select job form from drop-down list if there is more than one job form available.

A/R Job Price Maintenance

Add ability to email/preview the job price form.

Add drop-down list of available forms to Preview/Print/Email buttons.

Quote Module

Quote Maintenance

Add ability to select quote form from drop-down list on Preview button.

Cash Management Module

C/M Statement Reconciliation

Revert change made in version 3.6.6.5 so the transaction list once again includes voids/reversals.

Payroll Module

Payroll Tax Library

Updated to 2020-R6 version.

General

Query Export

Use server time zone when exporting times in JSON format.

Services

Application Server

Set BATCH_END_DT properly in ticket table when batch results are processed and the truck's current status is not Begin Load.

Device Aggregator

When processing batch weights use LoadDT from batch results when looking up tickets.

When processing batch weights establish BW_RECKEY link between batch weights and ticket.

Device Server

Add SMTP batch control device (ticket notification for concrete and aggregate plants.)

Add SendGrid email support for batch weights and order complete notifications.

Include "OrderId" field when sending dispatch events to Keystone Online.

Keystone REST Server

Add GRS Legacy API.

Use BW_RECKEY to link batch weights with tickets.

Add ability to specify time zone conversion by API and endpoint.

Fix exception when processing body content that contained an array.

Fix "Argument Out of Range" exception when processing JSON array.

Fix REST client link to consider HTTP status codes between 200-299 as success.

Do not apply a time zone offset when the date/time value contains only a date.

Driver API: Add "batwtcontacts" and "ordcompcontacts" to truckticketinfo endpoint.

Driver API: Improve efficiency of "contacts" and "tickets" queries in notifyordercomplete endpoint.

Driver API: Fix notifyordercomplete and truckticketinfo endpoints to check ACTIVE_FLAG on all master tables.

FX API: Add "matreqday" result array to materialrequiredbyhour endpoint.

GRS API: Fix calculation of "timeInCurrentStatus" field.

GRS Legacy API: Fix calculation of "timeInCurrentStatus" field.

Quote API: Use server local time zone on time fields.

Quote API: Fix syntax error in calc expression for WonLostDate field in Quote PUT endpoint.

Stonemont QC API: Revert defaults for "begindate" and "enddate" parameters for xbatchresults, xbatchresultlist and xbatchresultscondensed endpoints.

Build 3.6.11 - 4/24/2020

Dispatch Module

Dispatch Order Maintenance

Add "Email OrdCmp" column to Contacts grid.

Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)

Dispatch Ticket Maintenance

Fix Batch Weights grid to filter based on Ticket Date.

Ticketing Module

Ticketing Order Maintenance

Add "Email OrdCmp" column to Contacts grid.

Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)

Accounts Receivable Module

A/R Customer Maintenance
A/R Job Price Maintenance

Add "Email OrdCmp" column to Contacts grid.

A/R Email Invoices

Significant reduction in size of PDF attachment when printing/emailing invoice that includes E-Ticket PDFs.

A/R Print Invoices
A/R Reprint Invoices

Eliminate Product Summary group header printing at top of ticket document page.

A/R Sales Tax Rate Maintenance

Fix exception "EDBClientError" (Key violation) when adding another locality rate where at least one already exists.

Quote Module

Quote Maintenance
Quote Prospect Maintenance

Add "Email OrdCmp" column to Contacts grid.

General

DataScope
Query Export

Fix so DELETE key deletes the query after confirmation (just like CTRL+DELETE does.)

Fix "Missing data provider or data packet" when running a multi-company query for the second time within a session.

Reports

When previewing a single item report, always display the Select Printer dialog before printing.

Fix reports that run through KServer to properly handle parameters containing spaces (for example, Job Ids.)

System Menu

When processing a pending Keystone update, display an error message if the update file no longer exists on the server.

Services

Application Server

Trigger Order Complete notification when order status changed to Completed.

Device Aggregator

Trigger Order Complete notification when processing batch results.

When processing batch results use Load Date/Time from batch results as the ticket "Batch End Date/Time" value.

Device Server

Add "SSLMethod" device parameter to SMTP client link.

Add SMTP Email Order Complete notification device.

Add Truck Number to batch weights notification email.

Keystone REST Server (KServer)

Fix SetPostDataParams to set URI defined parameters from PostData only if the URI parameter value is not specified.

Dispatch API V2: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.

Keystone Online Customer Portal API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.

Stonemont QC API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.

Windows Client Dispatch API V2: Fix "rdmDISchedule/cdsDIAvailTrucks" endpoint to keep BEG_DRIVER_DT and END_DRIVER_DT parameter values as-is (do not apply StartOfTheDay/EndOfTheDay functions.)

Build 3.6.10 - 4/10/2020

Dispatch Module

Dispatch Order Maintenance

Add "Email Bwt" column to Contacts grid.

Include Job contacts in Contacts grid.

Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.

Dispatch Ticket Printing

Send truck's Owner Code to batch control.

Send Plant Name, Address and Phone Number fields to batch control.

Send Batch Weight Notification email addresses to batch control.

Dispatch Truck Demand Graph

Fix "Update Error: Invalid URL" when clicking OK on the planning page (introduced in 3.6.7.)

Ticketing Module

Ticketing Order Maintenance

Add "Email Bwt" column to Contacts grid.

Include Job contacts in Contacts grid.

Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.

Ticketing Ticket Printing

Send truck's Owner Code to batch control.

Send Plant Name, Address and Phone Number fields to batch control.

Send Batch Weight Notification email addresses to batch control.

Accounts Receivable Module

A/R Credit Review Report

New option added to the Accounts Receivable menu.

A/R Customer Maintenance

Add "Email Bwt" column to Contacts grid.

A/R Job Price Maintenance

Add "Email Bwt" column to Contacts grid.

Fix Contacts grid so customer contacts always appear before job contacts.

Quote Module

Quote Maintenance

Add "Email Bwt" column to Contacts grid.

Quote Prospect Maintenance

Add "Email Bwt" column to Contacts grid.

Cash Management Module

C/M Cash Flow Summary Report

New option added to the C/M Reports menu.

General Ledger Module

G/L Trial Balance by Month

New option added to the G/L Reports menu.

Payroll Module

Payroll Company Summary Report

New option added to the Payroll Reports/Inquiries menu.

Payroll Employee Summary Report

New option added to the Payroll Reports/Inquiries menu.

Payroll Tax Library

Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.)

Services

Device Aggregator

Add ability to send ticket/batch weight information to multiple linked devices when processing batch weight results.

Device Server

Send truck's Owner Code to ULINK batch control as field #195.

Add SMTP Email client support.

Add EMAILNOTIFICATION batch control device.

Fix "Division by Zero" exception in KOBATCHWEIGHTS device when actual weights are not specified or zero.

Format "Batch Size" with two decimal places in KOBATCHWEIGHTS device.

Keystone REST Server (KServer)

Driver API: Fix "truckticketinfo" endpoint to ignore contacts with blank email addresses.

Quote API: Fix "quote" post endpoint to default LastRevisedDate to QuoteDate.

Windows Client Dispatch API v2: Remove truck demand graph queries.

Build 3.6.9 - 4/3/2020

Dispatch Module

Dispatch Schedule

Sometimes a truck cannot be dragged onto an order.

General

Reports

Allow user to add additional attachments in the Send Email dialog.

Windows Client

Raise exception when KServer HTTP response status code is not 200 or 304.

Raise more meaningful exception when KServer HTTP response is not a valid JSON object.

Services

Device Server

Add KOBATCHWEIGHTS batch device to send rendered batch weights image to Keystone Online.

Add INFO_BUSINESSID device configuration parameter to Keystone Online Batch device.

Build 3.6.8 - 3/27/2020

Dispatch Module

Dispatch Reports

Exclude office tickets on Hold.

Accounts Receivable Module

A/R Import Tickets

Fix Catastrophic Failure exception when importing online tickets.

A/R Plant Maintenance

Add "E-Ticket Form Type" field.

A/R Salesperson Maintenance

Add "E-Ticket Form Type" field.

General

System Option Maintenance

Add "Form Type Source" option to Keystone Online E-Ticketing section.

Services

Keystone REST Server (KServer)

Fix Access Violation exception for endpoints with non-SELECT queries.

Avoid reprocessing Calc parameters during non-SELECT queries.

Fix "Cannot open / define command, which does not return result sets" exception when running the cachegc query.

Driver API: Add FormType field to truckticketinfo endpoint.

FX API: Modify kpi and kpibymo endpoints to exclude office tickets on Hold.

Quote API: Add Notes1, Notes2 fields to Quote calls.

Build 3.6.7 - 3/20/2020

Dispatch Module

Dispatch Blank Time Fields Report
Dispatch Detailed Yardage Report
Dispatch Driver Time/Yardage Analysis Report
Dispatch Late Time Report
Dispatch Order Time/Yardage Analysis Report
Dispatch Plant Production Report
Dispatch Plant Time/Yardage Analysis Report
Dispatch Ticket Time Analysis Report

Now includes only Concrete Mix product types.

Dispatch Order Maintenance

Add field change event when Ovr Load Size changed for a load.

Add event when product is added, changed or deleted.

Show customer credit warning based on Show Order Warning customer checkbox.

Dispatch Order Time/Yardage Analysis Report

Add Driver Id selection and print Driver Id on report.

Dispatch Schedule

Performance improvement: add database procedure to obtain schedule totals.

Performance improvement: new schedule queries that mimic pre-3.6 versions.

Dispatch Ticket Printing

Show customer credit warning based on Show Ticket Warning customer checkbox.

Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.

Dispatch Truck Demand Graph

Graph data now obtained via KServer.

Ticketing Module

Ticketing Order Maintenance

Show customer credit warning based on Show Order Warning customer checkbox.

Ticketing Ticket Printing

Show customer credit warning based on Show Ticket Warning customer checkbox.

Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.

Accounts Receivable Module

A/R Auto Product Maintenance

Fix summary display of Qty and Order Qty to show decimal places.

A/R Cash Posting Register
A/R MTD Cash Posting Register

Add Customer Class selection.

A/R Customer Maintenance

Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.

A/R Import Tickets

Fix issue with improperly deleting plant tickets when another user runs End Of Day during the online import process.

A/R Open Ticket Stack
A/R Ticket Maintenance

Now defaults "Void Deleted Tickets" option to True.

A/R Plant Maintenance

Require access code to delete a plant.

A/R Print Statements

Now prints void invoices that were voided after the statement date.

A/R Product Sales Report

The YTD Qty, Sales and Gross Profit columns have been widened.

A/R Summary Sales Report

Add Highest YTD Sales report sequence.

Quote Module

Quote Maintenance

Show Credit Status and indicate Blocked status in red color.

Accounts Payable Module

A/P Inquiry

Show P.O. Number on P.O. Receipts History grid.

A/P Select Invoices for Payment

Add Description as an optional grid field.

Cash Management Module

C/M Statement Reconciliation

Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.

Exclude voids/reversals in transaction grid.

Enter C/M Balances

No longer asks for offsetting G/L entries.

Import C/M Transactions

Import transactions to a batch instead of directly into C/M transaction tables.

Support new simplified import format.

Add File Contains Header checkbox to ignore header record in import file.

Improve CSV import to handle unquoted strings containing spaces.

Post Imported C/M Transactions

New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.

Payroll Module

Payroll Print Direct Deposit Stubs

Fix to use direct deposit stub form by default (introduced in 3.6.5.1.)

Payroll Tax Library

Updated to 2020-R4 version (AR, DC, MD, MO, OR states.)

Payroll Timecard Maintenance

Show Employment Status and indicate Terminated status in red color.

General

Batch Maintenance

Validate dates before posting the batch.

DataScope
Query Export

Fix to show descriptive error message when query is invalid (introduced in 3.6.5.4.)

File Maintenance

Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)

Services

Keystone REST Server (KServer)

Support SELECT queries that don't begin with the word SELECT.

Fix exception when kserver.ini file change detected but file is in use.

Fix exception when decompressing request body.

Quote API: Add last revised date parameters to QuoteList endpoint.

Quote API: Add LastRevisedDate field to QuoteList endpoint.

Windows Client Dispatch API v2: New schedule queries that mimic pre-3.6 versions.

Windows Client Dispatch API v2: Add Truck Demand Graph queries.

Build 3.6.6 - 2/11/2020

Dispatch Module

Dispatch Order Maintenance

Add "Carry Order Balance" checkbox to Copy Order dialog.

Dispatch Schedule

Performance improvement when switching the schedule between today and up to 10 days in the future.

Accounts Receivable Module

A/R Print Invoices

Use Check Date instead of Ticket Date when processing ticket payments.

A/R Product List

Fix page overflow issue when "Show Assemblies" checkbox is checked.

A/R Product Maintenance

When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated.

Payroll Module

Print Direct Deposit Stubs
Print Paychecks
Re-Print Direct Deposit Stubs
Re-Print Paychecks

Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.

Re-Print Direct Deposit Stubs
Re-Print Paychecks

Load the proper form at startup based on the last selected form.

SUTA E-File Export

Save the Employer Email field from run to run.

General

DataScope
Query Export

Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)

Online (F1) Help

Fixed for internal help system changes.

Web Update

Eliminate issue with SonicWall firewalls blocking Keystone web update.

Services

Keystone REST Server (KServer)

Fix issue when restoring a company database where all pooled connections to all databases would be closed.

GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.

GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.

Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.

Build 3.6.5 - 1/21/2020

Dispatch Module

Dispatch Ticket Printing

Device changes are registered immediately instead of having to close/reopen the option.

Ticketing Module

Ticketing Ticket Printing

Device changes are registered immediately instead of having to close/reopen the option.

Payroll Module

ACA 1094/1095 Export

Compliance testing for 2019 completed.

Calculate Payroll

Only apply federal/state additional withholding amounts if the appropriate checkbox is checked in Timecard Maintenance for the current check being processed.

Payroll Tax Library

Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).

Payroll Timecard Maintenance

Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.

Prepare Payroll

Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.

General

Automatic Products

Significant performance improvement when processing Automatic Products.

Form Reports

Add ability to specify shading color for boxes on forms.

Windows Client Options

Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher.

Services

Application Server

Add support for Federal 2020 W-4 payroll tax calculation formula.

Include web contact, projected time and load number fields when sending to a Dispatch Event device.

Device Server

Include web contact, projected time and load number fields when sending to a Dispatch Event device.

Keystone REST Server (KServer)

Driver API: Add "driverinfo" endpoint.

Database

Company Database

Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.

Build 3.6.4 - 12/23/2019

Payroll Module

Payroll Tax Library

Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).

Services

Application Server

Support more than 32 processor cores when affinity mask configuration option not specified.

Keystone REST Server (KServer)

Reduce lock contention for InterBase database connections.

Reduce lock contention for SQLite database connections.

Build 3.6.3 - 12/20/2019

Dispatch Module

Dispatch End of Day
Dispatch Re-Transfer Tickets

Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path.

Dispatch Order List

Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."

Ticketing Module

Ticketing End of Day
Ticketing Re-Transfer Tickets

Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path.

Ticketing Order List

Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."

Accounts Receivable Module

A/R Open Ticket Stack

When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.

A/R Quick Ticket Entry

Bring down Ticket Time from previous line.

A/R Sales Tax Rate Maintenance

Show total tax authority rate based on current system date.

Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.

Remove Active column on the tax authority detail grid and the tax locality tax rates grid.

Remove # column on the tax locality tax rates grid.

Move G/L Account column after Method column on tax rates grid.

The tax rates grid can no longer be edited.

When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.

Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)

Show locality rates in tax authority detail grid based on current system date.

Move U/M column to end of grid, move to bottom on new pop-up form.

A/R Ticket Maintenance

Assign Job Class field from the job when the Job Id is changed.

A/R Void Invoice

Reset grid column sorting/filtering after void.

Accounts Payable Module

A/P Handwritten Check Entry

Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.

A/P Invoice Vouchering

Add "Select All" checkbox to P.O. Receipts tab.

A/P Vendor Maintenance

Add Mobile phone number column to Contacts grid.

General Ledger Module

G/L Print Account Segments G/L Source Code List

Fix exception "EOleException: Internal Server Error" when running the report.

Job Cost Module

J/C Import Transactions

Do not write to C:\ERRORLOG.TXT at the end of the import.

Payroll Module

Calculate Payroll

Support date value for company and employee factors.

Support date comparison in formulas.

Payroll Federal & State W-2 Export (Web Portal)

Completed 2019 W-2 compliance testing.

Payroll Re-Print Direct Deposit Stubs Payroll Re-Print Paychecks

Add "Labor Class" to selection criteria.

Payroll Tax Library

Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)

Payroll Void Paychecks

Optimize queries to significantly improve performance.

Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.

Build 3.6.2 - 12/6/2019

Dispatch Module

Dispatch Order Maintenance
Dispatch Ticket Printing

When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)

Dispatch Order Maintenance

When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.

The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.

Dispatch Schedule

Add Cust Id as an optional schedule grid field.

Add Plant Screen Id to form caption of plant popup demand graph.

Fix potential call to refresh schedule data before the program has finished initializing.

Fix potential issue where program may not be initialized properly.

Prevent timer schedule refresh when shipping a truck.

Prevent timer schedule refresh when a modal dialog is open.

Trucks assigned to a customer can no longer be dragged to orders for other customers.

The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.

Dispatch Void Ticket

Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.

Ticketing Module

Ticketing Order Maintenance
Ticketing Ticket Printing

When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)

Accounts Receivable Module

A/R Automatic Product Maintenance

Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)

Add hint to Start/End Date fields.

Show Start/End Date using 4 digits for the year on the summary grid.

A/R Import Tickets
A/R Ticket Maintenance

When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)

A/R Open Ticket Stack

Add ability to add new Plant, Salesperson and Tax Authority on the fly.

Fix Access Violation exception when attempting to email a document image from the document preview window.

A/R Plant Maintenance

Add A/R system option for Product Separator, use as default when copying plant products.

Copy Dispatch Warning when copying plant products.

A/R Print Invoices
A/R Reprint Invoices

Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.

A/R Product Maintenance

Add A/R system option for Product Separator, use as default when copying plant products.

Copy Dispatch Warning when copying plant products.

When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.

A/R Quick Ticket Entry

Default Ticket Time field to current system time when entering new tickets.

Quoting Module

Quote Prospect Maintenance

Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.

Accounts Payable Module

A/P Invoice Vouchering

When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.

General Ledger Module

G/L Transaction Entry

When posting a batch, use the current User Id when creating the reversing batch.

Payroll Module

Payroll ACA 1094/1095 Export

Updated for 2019 changes.

Payroll SUTA E-File Export

Updated for 2020 changes (PA).

Payroll Tax Library

Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)

Payroll W-2 E-File Export

Updated for 2019 changes (MA).

General

Setup Installer

Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)

Report Preview

Add mouse wheel support to preview window.

General

Remove Database Connected indicator in the top right of every Keystone screen.

Services

Application Server

Do not log the prepare remote data queries for the remote company database.

Keystone REST Server (KServer)

Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.

FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.

GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.

Fix query statistics to separate by company (previously all companies were aggregated together.)

Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)

FX API: Optimize queries in "kpibud" endpoint.

Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.

Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.

Build 3.6.1 - 11/5/2019

Dispatch Module

Dispatch Order Maintenance

For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.

Dispatch Schedule

Automatically advance the schedule date when the computer clock ticks past midnight.

Performance improvement when refreshing the schedule.

Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.

Ticketing Module

Order Stack

Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.

Accounts Receivable Module

A/R Customer Maintenance

Add Customer Color field to the Information tab.

Add Web Invoices and Web BatWts checkboxes to Contacts grid.

A/R Driver Maintenance

Add Driver Color field.

A/R Import Tickets

Fix "Field TRUCK_CLASS not found" exception when importing online tickets.

Fix remote ticket import to work properly with re-exported ticket files.

A/R Truck Maintenance

Add Rcv Time and Rcv Status optional fields to the GPS grid.

Allow column sorting and column customization on GPS grid.

Accounts Payable Module

A/P Invoice Vouchering

Fix delay when scrolling up/down on the invoice grid.

Payroll Module

Tax Library

Updated to 2019-R11 version (MN.)

General

Reports

Fix "cannot convert variant of type null to type string" exception when printing empty memo value.

Fix handling of Active/Inactive checkboxes for several reports.

Setup Installer

Force KServer service start when updating the master application server.

Updated Visual C++ 2013 Runtime libraries.

Services

Device Aggregator

Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.

Device Server

Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.

Modify Verifi Status device to use new HTTP connection for each individual request.

Keystone REST Server (KServer)

Improved cache version handling to avoid update conflicts.

Improved communication method with Windows clients.

Improved query statistics.

Improved server statistics.

Miscellaneous performance improvements.

Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.

Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.

Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.

FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.

FX API: Add trucksbystatus endpoint.

Online Customer Portal API: Add customerlist endpoint.

Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.

Windows Client Dispatch API: Optimized schedule queries.

No longer processes AUTORUN queries one minute after startup.

No longer runs database queries if the database version is not current.

FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.

Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.

Build 3.6 - 8/30/2019

Dispatch Module

Concrete Calculator

Fix mismatch between shape drop-down and grid shape column descriptions.

End of Day

Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.

Order Maintenance

Add "Delivery Instructions 1" field to advanced order search dialog.

Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.

Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)

Add "Contact Name" to F4 search field list.

Use current PC clock date as delivery date when creating orders.

When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.

When copying an order, verify that the Customer and Plant Id fields are not blank.

Print Orders

Fix incorrect "Delivered Sales Tax" total.

Re-Transfer Tickets

Retrieve tickets from sales history for Export Ticketing locations.

Ticket Printing

Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.

Apply mix modifier product(s) when sending mix design to batch control.

Use current PC clock date as ticket date when creating tickets.

Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.

Reload ticket customer prior to generating batch control data.

Truck Demand Graph

Add user option to add an extra 1 yard load for plus orders.

Void Tickets

Send void ticket notification to Keystone Online dispatch event device.

Ticketing Module

End of Day

Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.

Order Maintenance

Display product warning message after entering Product Id.

Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.

Add "Contact Name" to F4 search field list.

Use current PC clock date as delivery date when creating orders.

When copying an order, verify that the Customer Id field is not blank.

Order Stack

When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.

Print Orders

Fix incorrect "Delivered Sales Tax" total.

Re-Transfer Tickets

Retrieve tickets from sales history for Export Ticketing locations.

Ticket Printing

Display product warning message after entering Product Id.

Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.

Apply mix modifier product(s) when sending mix design to batch control.

Use current PC clock date as ticket date when creating tickets.

Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.

Reload ticket customer prior to generating batch control data.

Accounts Receivable Module

A/R Cash Posting

Show Void Reason at top of Invoice History form.

A/R Inquiry

Do not bold Invoice Number if Invoice Notes tab only contains blanks.

Automatic Product Maintenance

Add ability to setup automatic product to match product codes using base product/plant id.

Italicize inactive automatic products on the main grid.

Indicate "Match Products on Base" by including an asterisk (*) after the Products summary.

Credit Card Pre-Approval

Significant performance improvement when loading orders.

Import Tickets

Add CSV_AUTOFIELDS configuration option for import batch tickets.

Add "Job Block" field to Jonel batch ticket import.

Significant performance improvement when importing online and remote tickets.

Show reconcile error dialog when a required field has an invalid value.

Display message and abort when errors occur when applying tickets to the database.

Inventory Purchase Receipts Batch Register

Add "Receipt No." field to report.

Job Price Maintenance

Add ability to set the "Tkt/Ord Products" field to a specific value whenever a new job is added (contact support if you need this feature.)

Open Ticket Stack

Eliminate delay when the "Reprice All" button is clicked and there are a large number of open tickets.

Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.

When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.

Fix Access Violation exceptions and issues with column sorting.

Physical Inventory Entry

Prevent entering a negative count.

Plant Maintenance

Fix issue where "Devices" tab only shows last device after accepting plant changes.

Print Invoices

Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)

Add ability to print e-ticket document images on invoices.

Product Maintenance

Add support for "Mix Modifier" products.

Re-Print Invoices

Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)

Add ability to print e-ticket document images on invoices.

Quote Module

Print Quotes

Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)

Quote Maintenance

Add "Create Order" option to re-book job dialog.

Accounts Payable Module

A/P Handwritten Check Entry

Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.

Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.

When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.

A/P Inquiry

Add Discount Date, Discount Offered and Discount Taken as optional grid fields.

Do not bold Invoice Number if Invoice Notes tab only contains blanks.

Select Invoices for Payment

When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.

Vendor Invoice History

Show Void Date for voided invoices.

General Ledger Module

Trial Balance

Add "Account Type" as the first field in all report sequences.

Add "Account Type" group indication and subtotals.

Payroll Module

Calculate Payroll

Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.

Company Maintenance

Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.

Employee Maintenance

Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.

Tax Library

Updated to 2019-R9 version (ID, MA, MO, VT states.)

General

DataScope

Add support for security roles on custom queries.

Add Roles, Menu Key and Pub(lic) columns to query list grid.

Device Maintenance

Add support for "Dispatch Event" devices.

Document Preview

Add support for PDF documents.

File Maintenance

Eliminate leading/trailing blanks in key fields when adding new items.

Form Reports

Add support for rendering PDF documents as images.

General

Add Help->GivenHansco Web Site menu option.

Do not display the tab caption in bold if the memo field on the tab consists only of blanks.

Verify that connection to application server is still valid prior to requesting or posting data.

Query Export

Add option to export to XLSX file.

Add support for security roles on custom queries.

Add Roles, Menu Key and Pub(lic) columns to query list grid.

Reports

Change default report image method to "Synopse GDI" to improve images on forms.

System Menu

On the Edit User dialog, add "(10 characters max)" hint after Password field.

CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.

Add support for security roles on custom queries.

Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.

Do not include custom queries for non-existent or non-allowed menu keys.

Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.

Services

Application Server

Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.

Support multiple application servers at a single site.

Add support for "Dispatch Event" devices.

Add log message when system license info changed.

Only send active load statuses when sending dispatch events.

Device Aggregator

Add support for "Dispatch Event" devices.

Device Server

Add support for "Dispatch Event" devices.

Add "Keystone Online" batch control link.

Add "Keystone Online" dispatch event device.

Send void ticket notification to Keystone Online dispatch event device.

When voiding a ULINK ticket, Include failure message response in error log.

Keystone REST Server (KServer)

All standard lookup list queries have been moved to KServer.

Database Backup and Restore moved to KServer.

Keystone Update moved to KServer.

Dispatch Schedule and Truck grid data is now obtained from KServer.

Some file lists and reports have been moved to KServer.

Document Imaging document list/document retrieval moved to KServer.

Improved logging capabilities.

Add "IPAllowed" and "RequestThreads" configuration parameters.

Setup multiple threads (256 maximum) for HTTP server.

Add support for "list" parameters.

Add support for "MS Access" databases.

Support dynamic construction of WHERE clause for SELECT queries.

Add support for "range" filters on query parameters.

Support singleton auto-run item (once per server.)

Version API: Add statistics endpoints.

FX API: Significant performance improvement in "matreqdet" query in materialrequiredbyhour endpoint.

Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" endpoints.

Improved query caching method.

Add Keystone Online Customer Portal API.

It is no longer necessary to create separate configuration options for each company database.

Several fixes in cache handling, logging and multi-threading logic.

Handle escaped characters correctly in query parameter values.

Fix discrepancy between "ScheduleByPlant" in Dispatch API and Dispatch Schedule.

Delay AUTORUN processing for one minute after startup.

Use single background task to communicate with device aggregator that reads a queue of commands.

Dispatch v2 API: Exclude void loads in the "Loads" return data of the "ScheduleOrderLoads" endpoint.

Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.

FX API: Fix "materialrequiredbyhour" endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.

GPS API: Fix "truckticketinfo" endpoint to return GPS plant number using translated version of Keystone plant number.

Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)

Stonemont API: Fix "xbatchresultlist", "xbatchresults" and "xbatchresultscondensed" queries to no longer move the begindate parameter to the start of the day.

When running autorun query, first check that database version is current, abort if not.

FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.

Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.

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