Release Notes for Keystone 4.1.x

Build 4.1.6 - 4/22/2022

Dispatch Module

Schedule

For weighed trucks, fix tare weight change during ticketing so that it saves the data back to the truck (introduced in 3.6.99.1.)

Payroll Module

SUTA E-File Export

Updated for 2022 (OH state.)

Tax Library

Updated to version 2022-R5a (MD, UT states.)

General

Reports

Fix exception "EPrinter: Printer is not printing" when printing to the "Microsoft Print to PDF" printer, if you wait at least one minute then click Cancel on the "Save Print Output As" dialog.

Handle case where user cancels the query but no exception is raised and no data is returned.

Services

Application Server

Improve diagnostic information when opening company database.

Device Server

Began implentation of batch weight notification device for HaulHub (in progress.)

Keystone REST Server (KServer)

Customer Portal API v1: Improve performance and lower resource usage for getcurrentorders and getorderdetails endpoints.

Customer Portal API v2: Improve performance and lower resource usage for CurrentOrders and OrderDetails endpoints.

Dispatch API v1: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.

Dispatch API v2: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.

FX API: Improve performance and lower resource usage for trucksinstatus endpoint.

On-Demand Session API: Improve performance and lower resource usage for loadgpslocation, schedulecustorderloads and scheduleplantorderloads endpoints.

Online Customer Portal API: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.

Build 4.1.5 - 4/7/2022

Dispatch Module

Order Maintenance

The "warnings" pop-up will no longer appear when clicking the CANCEL button.

Schedule

Fix so load times are properly rescheduled after a load is shipped early/late (introduced in 4.1.3.2.)

Ticket Printing

When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)

Ticketing Module

Order Maintenance

Fix "EDBClient" exception message when copying an order.

Ticket Printing

When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)

General

Reports

Add current time to "----Preview" and "----Print" portions of session log information.

Add "User Cancelled" message to session log information when user clicks CANCEL while report query is running.

Windows Client

When making a REST request to KServer, retry on socket errors 12029 (cannot connect to server) and 12030 (server connection error).

Services

Keystone REST Server (KServer)

Fix "Access Violation" exception when processing the "notifyorderroute" endpoint.

Build 4.1.4 - 4/1/2022

Dispatch Module

Edit Ticket Times

Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.

Add Truck/Driver fields to grid (read only).

Add ability to show/hide grid columns.

Order List

When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.

Order Maintenance

Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)

Add Override Time column to Loads tab.

When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.

Add system option to allow editing of closed orders (contact support if you need this.)

Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)

Do not generate Product Deleted order event(s) when deleting an order.

Fix exception "Cannot delete orders with events" when deleting a copied order.

Reprint Tickets

Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)

Schedule

Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.

Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)

After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.

Add "View Order" option to Order right-click menu.

Lock order while load shipping is in progress. (This is an optional feature, please contact support.)

Ticket Printing

When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.

Void Tickets

When voiding a ticket, move down certain load fields to the next load.

Ticketing Module

Order List

When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.

Ticket Printing

When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.

Accounts Receivable Module

A/R Inquiry
Cash Posting

Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.

Cash Posting Register
MTD Cash Posting Register

Add "Include Payment Portal Info" checkbox.

Job Names List

Fix report layout to more closely match the old version (single line per job.)

Job Price Maintenance

Set conditions based on plant type correctly when Plant No. changed.

Open Ticket Stack

Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.

Add "Ship To 1" and "Delv Inst 1" as optional grid fields.

Pre-Billing Audit List

Add "Tax Authority" to Report Sequence options where appropriate.

Product Sales History Report

Widen Qty Sold and Ext Price totals.

Reprint Tickets

Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)

Quote Module

Print Quotes

Fix U/M total line (correction to 4.1.0.2 fix.)

Accounts Payable Module

Handwritten Check Entry

Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.

Fix Use Tax G/L transaction to use Invoice Date as the transaction date.

Purchase Order Module

Print Purchase Orders

Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.

Payroll Module

Calculate Payroll

When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.

Employee Summary Report

Add Active/Inactive employee selection.

Setup Formulas

Add "Tax Code" and "Tax Parameter" columns to Factors grid.

Tax Library

Updated to 2022-R4 version.

Cash Management Module

Statement Reconciliation

Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.

Add "PP Ref No" column to the Deposit History dialog.

General

Batch Maintenance

Eliminate EDBClient exception when deleting a batch with more than one item.

Company Restore

When restoring from a cloud backup, do not include DOC and SYS database backups.

When restoring from a cloud backup, only include backups for the current company.

File Maintenance

Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.

Reports

Force uppercase on string selection fields.

System Form Maintenance

When previewing form, show all copies if the form contains a COPIES parameter greater than 1.

System Menu

Add "Release Locked Orders" option to System Maintenance->Utilities menu.

Add ability to print Keystone News (web browser) contents.

Add "Order Complete Notification" option to Dispatch Utilities menu.

Windows Client

When setting up REST client, use only TLS protocol for secure (https) connections.

When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.

Services

Application Server

Partially reverted 4.0.0.1 change for At Plant status: When an active load status (begin load thru arrive plant) is received from a device for a truck that is not currently on an active load, change the status to Travel.

Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.

Device Server

When sending mix design to ULINK, send field #42 (metric weights.)

Keystone REST Server (KServer)

Add support for "setparamdefer" on query fields.

Add handling for CRUD update field values (old and new.)

Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.

Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.

Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.

Keystone Online Customer Portal API: Improvements to order request endpoints.

Windows Client Dispatch Methods API: Add VoidLoadBringdown method.

Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.

Build 4.1.3 - 2/2/2022

Accounts Payable Module

Federal & State 1099 Export

The vendor "Account No" field is required when exporting 1099 forms.

Payroll Module

Adjust Definition Balances

Allow import for any definition.

Allow import of transaction adjustment amount and factor values.

Tax Library

Updated to 2022-R2a version (MS state.)

General

System Menu

Replace Internet Explorer based web browser with Edge based web browser (for notifications.)

Services

Application Server

When validating batch weights, validate the Total Water and Add Water U/M.

Add ServerStartTime global configuration value (visible on web interface Configuration page.)

Device Aggregator

Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.

When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.

Add ServerStartTime global configuration value (visible on web interface Configuration page.)

When sending batch results to notification devices, do not send additional waters as ingredients.

Device Server

Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.

New layout for batch results when sending batch weights notification email.

For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.

For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.

For Oshkosh status device, provide default values for AuthUserName and AuthPassword.

For Oshkosh status device, properly support override of Oshkosh status event codes.

Add ServerStartTime global configuration value (visible on web interface Configuration page.)

Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.

For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.

Eliminate memory leak on shutdown.

Eliminate memory leak for status devices.

Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)

Keystone REST Server (KServer)

Fix Div() function to properly handle divide by zero.

Build 4.1.2 - 1/14/2022

Dispatch Module

Order Maintenance

Add "Customer P.O." field to Order Id dropdown.

Add "Customer P.O." selection field to the Advanced Order Search dialog.

Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)

System Map

Fix issue where map would not start for some customers.

Accounts Receivable Module

Email Invoices

Add ability to include Job Description [JobDesc] in the email subject line.

Plant Maintenance

On the Devices tab, indicate which devices are marked Inactive.

Setup Pending Prices

Greatly improved performance when calculating price changes.

Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.

Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.

Void Invoice

Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.

Reset the Ticket Option to Open after each Void process.

Accounts Payable Module

Print 1099 Forms

Fixed 1099-NEC form starting line for second and third forms.

Removed 2020 warning message.

General Ledger Module

Import Transactions

Add TEXTDBCR import format that can import separate debit/credit amounts.

Payroll Module

Print W-2 Forms
Print W-3 Form

Removed 2020 warning message.

Tax Library

Updated to 2022-R2 version (AR, LA states.)

Quote Module

Quote Maintenance

Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)

General

Automatic Backup

By default the automatic backup will now prompt the user before doing the backup.

Setup

Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.

Build 4.1.1 - 1/7/2022

Dispatch Module

Print Orders

Add ability to print Usage Description field on form.

Ticket Printing

Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.

Add ability to print the Plant Phone Number on tickets.

Ticketing Module

Ticket Printing

Add ability to print the Plant Phone Number on tickets.

Quote Module

Print Quotes

The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.

Payroll Module

Payroll Tax Library

Updated to 2022-R1b version (MN, NY, RI states.)

Prepare Payroll

Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.

General

Document Viewer

Add handling for multi-page PDF documents.

Keystone Map

Fix map startup issue (endless loop during map initialization.)

Eliminate double plot of calculated route.

System Menu

When user is deleted, ask to delete associated system options.

Services

Application Server

Do not send dispatch events to notification devices for a voided load.

Device Server

Add Customer Name to Batch Weight and Order Complete notification emails.

Keystone REST Server (KServer)

Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.

Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.

Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.

Build 4.1 - 12/28/2021

Important Note

For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.

Accounts Receivable Module

Customer Maintenance

Add "Invoice Tkt Images" checkbox.

Email Invoices
Print Invoices
Reprint Invoices

Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.

Job Price Maintenance

Add "Job Mix Year" to DOT tab.

Plant Maintenance

Add "Technician Name" and "Technician License" columns to DOT grid.

Quote Module

Quote Maintenance

Add "Job Mix Year" to DOT tab.

Carry Job Mix Year when booking/rebooking the job.

Accounts Payable Module

1099 State Maintenance

New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)

Federal & State 1099 Export

New option added to A/P Web Portal Export/Filing menu.

Support multiple different 1099 forms per vendor.

Handwritten Check Entry
Invoice Vouchering

Add "1099 St" column to expense distribution grid.

Carry the 1099 State when posting the batch.

Print 1099 Forms

Updated for 2021.

Vendor List

Add "1099 State" field to detail report.

Vendor Maintenance

Add "1099 Amounts" tab.

Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)

Void Invoice

Carry the 1099 State through when voiding the invoice.

Web Portal Export/Filing

New submenu added to the A/P menu.'