|
|
Line 36: |
Line 36: |
| Keystone REST Server (KServer) | | Keystone REST Server (KServer) |
| :Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions. | | :Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions. |
− |
| |
− | ==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<BR>
| |
− | 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<BR>
| |
− | 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<BR>
| |
− | 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<BR>
| |
− | Print Invoices<BR>
| |
− | 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<BR>
| |
− | 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.''''
| |
− |
| |
− | ===Payroll Module===
| |
− |
| |
− | ACA 1094/1095 Export
| |
− | :'''Updated for 2021.'''
| |
− |
| |
− | Calculate Payroll
| |
− | :'''When processing A/P payments use the default 1099 State for the vendor.'''
| |
− |
| |
− | Company Maintenance
| |
− | :Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
| |
− |
| |
− | Employee Maintenance
| |
− | :'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
| |
− | :'''ACA Plan Start Month is now required (as of 2020.)'''
| |
− |
| |
− | Federal & State W-2 Export
| |
− | :'''Updated for 2021.'''
| |
− |
| |
− | Payroll Tax Library
| |
− | :'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
| |
− |
| |
− | Print 1095-C Forms
| |
− | :This option has been removed from the Payroll Year End menu.
| |
− |
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− | Timecard Maintenance
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− | :Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
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− | ===Services===
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− | Device Aggregator
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− | :'''Add Test Mode parameter for truck status processing.'''
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− | Device Server
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− | :'''Add Test Mode parameter for truck status processing.'''
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− | Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
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