Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.3.1 - 11/27/2022==
+
==Build 4.7.10 - 1/3/2025==
 +
 
 +
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2025-R1c (LA state.)'''
 +
 
 +
==Build 4.7.9 - 12/28/2024==
 +
 
 +
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2025-R1b (MT, NC, VT states.)'''
 +
 
 +
==Build 4.7.8 - 12/23/2024==
 +
 
 +
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)'''
 +
 
 +
==Build 4.7.7 - 12/13/2024==
 +
 
 +
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2025-R1 (Federal-preliminary.)'''
 +
 
 +
==Build 4.7.6 - 12/3/2024==
 +
 
 +
===Dispatch Module===
 +
 
 +
Order Maintenance
 +
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
 +
:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
 +
:'''Carry "Show when order accessed" field from job when copying an order and changing the job on an order.'''
 +
 
 +
===Ticketing Module===
 +
 
 +
Order Maintenance
 +
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
 +
 
 +
===Accounts Receivable Module===
 +
 
 +
Credit Card Pre-Approval
 +
:'''Add "Comment" grid column.'''
 +
 
 +
Customer Maintenance<BR>
 +
Job Price Maintenance
 +
:'''Add "Auto Hold Tck" checkbox.'''
 +
 
 +
Customer Maintenance
 +
:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''
 +
 
 +
Import Tickets
 +
:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''
 +
 
 +
Job Price Maintenance
 +
:Move "Plant Mix Type" to Dispatch tab.
 +
:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
 +
:Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
 +
:'''Show "File #" on screen (if quote has a File # and is booked as a job.)'''
 +
:'''Add new "Job Search" dialog when F4 pressed in Job Id field.'''
 +
:'''Add blue background (indicating F4 search) to the Job Id field.'''
 +
 
 +
===Inventory Module===
 +
 
 +
On Order Maintenance
 +
:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
 +
 
 +
===Quote Module===
 +
 
 +
Quote Maintenance
 +
:'''Generate unique File # when adding a new quote.'''
 +
:'''Show "File #" on screen (if quote has a File #.)'''
 +
:'''Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.'''
 +
:Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
 +
:'''When booking a job, copy the "File #" field from the quote to the new job.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
 
Federal & State 1099 Export
 
Federal & State 1099 Export
−
:'''Updated for tax year 2022.'''
+
:'''No changes for 2024 (ready for 2024 e-filing.)'''
−
:'''Remove IA_BEN payer element (not required for 2022.)'''
 
−
:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
 
−
:'''Add Vendor Id selection.'''
 
  
−
Print 1099 Forms
+
===Purchase Order Module===
−
:'''Updated for tax year 2022.'''
+
 
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
+
P.O. Receipt Maintenance
 +
:Fix EAccessViolation exception when deleting a receipt.
 +
 
 +
===General Ledger Module===
 +
 
 +
Import Payroll Transactions
 +
:Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
 +
:Fix summarization logic for C/M impound, invoice and other transactions to process each record.
 +
:When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
 +
:'''Add system options for Earn and Other G/L Item Categories.'''
 +
:'''Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)'''
 +
:Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)
  
 
===Payroll Module===
 
===Payroll Module===
  
 
ACA 1094/1095 Export
 
ACA 1094/1095 Export
−
:'''Updated for tax year 2022 (no changes.)'''
+
:'''No changes for 2024 (ready for 2024 e-filing.)'''
−
:'''Add Employee Id selection.'''
 
  
 
Federal & State W-2 Export
 
Federal & State W-2 Export
−
:'''Updated for tax year 2022 (no changes.)'''
+
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
−
:'''Add Employee Id selection.'''
+
 
 +
Federal W-2C (Corrections) Export
 +
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
 +
 
 +
Tax Library
 +
:'''Updated to version 2024-R12b (KY, ME, MI states.)'''
 +
 
 +
===General===
 +
 
 +
DataScope<BR>
 +
Query Export
 +
:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''
 +
 
 +
PDF Viewer
 +
:'''Save/restore form state, size and position from run to run.'''
 +
:'''Show currently loaded PDF filename in form caption.'''
 +
 
 +
System Menu
 +
:'''When building query menu, add Quotes option to the retricted to module logic.'''
 +
:Take user security roles into account when filtering the query list by module.
 +
 
 +
System Option Maintenance
 +
:'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.'''
 +
 
 +
===Services===
 +
 
 +
Keystone REST Server (KServer)
 +
:'''Online Dashboard API: New API added to support Python dashboard.'''
 +
:Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
 +
:Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.
  
−
Print W-2 Forms
+
==Build 4.7.5 - 11/9/2024==
−
:'''Updated for tax year 2022 (no changes.)'''
 
  
−
===Cash Management Module===
+
===Payroll Module===
  
−
Statement Reconciliation
+
Tax Library
−
:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
+
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
  
−
==Build 4.3 - 11/18/2022==
+
==Build 4.7.4 - 11/1/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
 +
 +
Mix Design Maintenance
 +
:Filter product lookup to include only Mix type products.
  
 
Order Maintenance
 
Order Maintenance
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:Improve performance of quoted job product lookup.
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:Improve performance of job lookup by loading jobs for current customer only.
+
:Prevent new orders from being added for inactive customers.
−
:Widened "Event Date/Time" on the Events tab.
+
:'''Highlight loads for a future date with a yellow background.'''
 +
:'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.'''
 +
:Update the load override time when recalculating loads if necessary.
  
 
Schedule
 
Schedule
−
:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
+
:Move "View Order" button to bottom-most position on the Order popup dialog.
−
:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
 
  
 +
Ticket Maintenance<BR>
 
Ticket Printing
 
Ticket Printing
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:Improve performance of quoted job product lookup.
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:Improve performance of job lookup by loading jobs for current customer only.
+
:Prevent new orders from being added for inactive customers.
  
 +
Ticket Maintenance<BR>
 
Ticket Printing
 
Ticket Printing
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry<BR>
+
Customer Maintenance
−
Cash Posting
+
:'''Add "Web Orders" checkbox to Contacts grid.'''
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
+
 
 +
Import Tickets
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
 
 +
Job Price Maintenance
 +
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 +
 
 +
Open Ticket Stack
 +
:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
 +
:'''Require a Void Reason when a ticket is voided.'''
 +
 
 +
Print Invoices<BR>
 +
Re-Print Invoices
 +
:'''Add ability to print Order Contact and Phone Number on invoice.'''
 +
 
 +
Ticket Maintenance
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
 +
:'''Require a Void Reason when a ticket is voided.'''
 +
 
 +
===Quote Module===
 +
 
 +
Print Quotes
 +
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
 +
 
 +
===Accounts Payable Module===
 +
 
 +
A/P Inquiry
 +
:'''Add "Last Ck#" grid column.'''
 +
 
 +
Select Invoice for Payment
 +
:If user does not have security role permission for C/M, do not show the C/M account balance.
 +
 
 +
===General Ledger Module===
 +
 
 +
G/L Batch List
 +
:'''Add user checkbox for "Show Trx Description 2".'''
 +
 
 +
Import Payroll Transactions
 +
:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''
 +
 
 +
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2024-R11a.'''
 +
 
 +
Timecard Maintenance
 +
:Fix EAccessViolation exception when deleting a paycheck.
 +
 
 +
===General===
 +
 
 +
DataScope<BR>
 +
Query Export
 +
:Take user roles into account when filtering the query list by module.
 +
 
 +
System Option Maintenance
 +
:'''Add "Import Payroll Options" section to G/L options.'''
 +
 
 +
===Services===
 +
 
 +
Application Server
 +
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
 +
:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.
 +
 
 +
Device Server
 +
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
 +
 
 +
Keystone REST Server
 +
:A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
 +
:A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
 +
:Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.
 +
 
 +
==Build 4.7.3 - 10/17/2024==
 +
 
 +
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2024-R11 (IN counties.)'''
 +
 
 +
===General===
  
−
Customer Price Maintenance
+
System Map
−
:Improve performance of product lookup.
+
:Fix issue where an empty white screen appears when viewing the map.
−
:Widened "Last Changed" grid column.
 
  
−
Customer Maintenance
+
System Menu
−
:Improve performance of product lookup.
+
:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
−
:Remove DOT tab (obsolete.)
 
  
−
Delivery Truck Log
+
==Build 4.7.2 - 10/11/2024==
−
:Do not include sales history from voided/reversal invoices.
 
  
−
Group Price Maintenance
+
===Dispatch Module===
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Job Price Maintenance
+
Order Maintenance
−
:Improve performance of product lookup.
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" grid column.
 
−
:Zone and Product lookups to are now loaded only when the dropdown is clicked.
 
−
:'''Add state DOT field hint messages.'''
 
−
:Remove "Project Id" on DOT tab (obsolete.)
 
−
:Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:The setup parent job dialog will no longer load the lookup list of all jobs when shown.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Job Id field to 18 characters when copying a job.
 
  
−
Open Ticket Stack
+
Schedule
−
:Improve performance of quoted job product lookup.
+
:Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
−
:Improve performance of job lookup by loading jobs for current customer only.
+
:Fix "Quick Ticket" logic to properly set the load number in the ticket.
 +
:Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
 +
:Fix order load alert messages not working (introduced in 4.5.6.2.)
 +
:'''Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.'''
 +
:'''Add Plant Id to status pop-up.'''
 +
:'''Add optional "OrdPlt" field to schedule grid (Plant Id from order.)'''
  
−
Plant Maintenance
+
Ticket Printing
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
−
:Remove "Plant Identifier" on DOT tab (obsolete.)
+
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
−
:'''Add state DOT field hint messages.'''
 
−
:When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
 
−
:When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
 
  
−
Product Maintenance
+
===Ticketing Module===
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:'''Add state DOT field hint messages.'''
 
  
−
Quick Ticket Entry
+
Order Maintenance
−
:Improve performance of quoted job product lookup.
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Sales Tax Rate Maintenance
+
Order Stack
−
:'''Add splitter control to adjust heights of locality/rate grids.'''
+
:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.
−
:Increase default height of tax locality rate grid.
 
−
:Do not delete tax locality when tax locality structure record deleted.
 
  
−
Ticket Maintenance
+
===Accounts Receivable Module===
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Load Date/Time" column on the Batch Weights tab.
 
−
:Widened dispatch times on the Times/Email tab.
 
−
:Fix issue where scale weight popup would not appear in certain cases.
 
  
−
Truck Maintenance
+
A/R Inquiry<BR>
−
:Remove DOT tab (obsolete.)
+
Cash Posting<BR>
 +
Customer Maintenance<BR>
 +
Job Price Maintenance
 +
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
Unit of Measure Maintenance
+
Customer Maintenance
−
:'''Add state DOT field hint messages.'''
+
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
  
−
===Inventory Module===
+
Import Tickets
 +
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
  
−
Enter Inventory Balances<BR>
+
Prepare Remote Ticketing Data
−
Misc. Inv. Transactions<BR>
+
:'''Add client-side log messages.'''
−
Physical Inventory Entry<BR>
 
−
Production Receipts<BR>
 
−
Purchase Receipts
 
−
:Improve performance of stocked product lookup.
 
  
−
Inventory Reconciliation
+
Print Invoices
−
:Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
+
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
  
−
Inventory Transfers
+
Sales Tax Report
−
:Improve performance of stocked product lookup.
+
:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
−
:'''Add F4 search capability to Transfer In product.'''
+
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.
  
 
===Quote Module===
 
===Quote Module===
  
 +
Prospect Maintenance<BR>
 
Quote Maintenance
 
Quote Maintenance
−
:'''Add state DOT field hint messages.'''
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:Improve performance of product lookup.
 
−
:Improve performance of quote lookup by loading quotes for current prospect only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" products grid column.
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:Do not load list of all jobs at startup.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Quote Id field to 18 characters when copying a quote.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry
+
Vendor Maintenance
−
:When posting the batch, write check number to G/L transaction table.
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
 +
 
 +
===General Ledger Module===
 +
 
 +
Batch List
 +
:'''Print transaction second description line if present.'''
 +
 
 +
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2024-R10.'''
 +
 
 +
===General===
 +
 
 +
Company Database
 +
:Updated to version 25.02.
  
−
Import Invoices
+
System Menu
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
+
:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
 +
:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.
 +
 
 +
Windows Client
 +
:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
 +
:When processing an auto-task, initialize client-side log.
 +
:Decrease file chunk size to 1MB when reading/writing files from/to KServer.
 +
:When reading file from KServer, raise exception if the response content type is not valid.
 +
:When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.
 +
 
 +
===Services===
  
−
Print Checks
+
Application Server
−
:Do not process void invoices with a non-zero To Pay amount.
+
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
  
−
Select Invoices for Payment
+
Keystone REST Server (KServer)
−
:Fix so saving changes does not update any void invoices.
+
:Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
 +
Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
 +
:Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
 +
:Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
 +
:Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.
  
−
===Cash Management Module===
+
==Build 4.7.1 - 9/13/2024==
  
−
Statement Reconciliation
+
===Dispatch Module===
−
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
 
  
−
===Payroll Module===
+
Order Maintenance
 +
:Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)
  
−
Employee Maintenance
+
===Accounts Receivable Module===
−
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 
  
−
Tax Library
+
Cash Posting
−
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
+
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
  
−
===Purchase Order Module===
+
Customer Maintenance
 +
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
  
−
Purchase Order Maintenance<BR>
+
Re-Print Tickets
−
P.O. Receipt Maintenance
+
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
−
:Improve performance of vendor product lookup.
 
  
 
===General===
 
===General===
  
−
Setup
+
Company Database
−
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
+
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
 +
 
 +
Reports
 +
:Some reports were not respecting the default font/bold printer options.
 +
 
 +
===Services===
 +
 
 +
Keystone REST Server (KServer)
 +
:'''Add "FormatCurr" function.'''
 +
:Fix "StringReplace" function to handle NULL string parameters correctly.
 +
:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
 +
:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
 +
:'''Online Customer Portal API: Add "invoice" endpoint.'''
 +
 
 +
==Build 4.7 - 8/30/2024==
 +
 
 +
===Dispatch Module===
 +
 
 +
Edit Ticket Times
 +
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
 +
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 +
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
 +
 
 +
Order Maintenance
 +
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 +
:When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
 +
:Fix scroll wheel not working correctly on Job Id dropdown.
 +
:Do not copy the W/C Release Time field when copying an order.
 +
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
 +
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
 +
:Eliminate duplicate "Item Add" event generated when copying order.
 +
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
 +
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
 +
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
 +
 
 +
Print Orders
 +
:'''Add handling for "mix multiplier" auto qty products.'''
 +
 
 +
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 +
:'''Add ability to print the user that originally created the ticket.'''
 +
:'''Add ability to print customer phone number on ticket.'''
 +
:'''Add ability to print the 8 load time source fields on tickets.'''
 +
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 +
 
 +
Re-Print Tickets<BR>
 +
Re-Transfer Tickets
 +
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
 +
 
 +
Schedule
 +
:Do not reset the truck available time if only the custom status is changed.
 +
:Do not reset the truck to clocked out status after shipping and then voiding a load.
 +
:Performance improvement when scrolling or clicking the order grid.
 +
:'''Add "Plt Name" as an optional grid field.'''
 +
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
 +
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
 +
:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
 +
:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
 +
:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
 +
:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''
 +
 
 +
Ticket Printing
 +
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
 +
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
 +
 
 +
Truck Demand Graph
 +
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
 +
 
 +
===Ticketing Module===
 +
 
 +
Order Maintenance
 +
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 +
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
 +
 
 +
Order Stack
 +
:'''Add "Qty Ord" as an optional grid field.'''
 +
 
 +
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 +
:'''Add ability to print the user that originally created the ticket.'''
 +
:'''Add ability to print customer phone number on ticket.'''
 +
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 +
 
 +
Re-Print Tickets<BR>
 +
Re-Transfer Tickets
 +
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
 +
 
 +
Ticket Printing
 +
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
 +
 
 +
===Accounts Receivable Module===
 +
 
 +
A/R Inquiry
 +
:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
 +
:Fix missing QR code when previewing invoice that contains a QR code.
 +
:Fix missing PDF hyperlink when printing to PDF from invoice preview form.
 +
 
 +
Comparative Customer Sales Report
 +
:'''Add product class selection.'''
 +
 
 +
Customer Maintenance
 +
:Significant performance improvement when renaming a customer.
 +
:Show all customer events except those related to customer prices.
 +
:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.
 +
 
 +
Customer Price Maintenance
 +
:Show only those events related to customer prices.
 +
 
 +
Edit Ticket Times
 +
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
 +
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 +
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
 +
 
 +
Import Tickets
 +
:Handle exceptions when calculating sales tax during ticket import.
 +
 
 +
Job Price Maintenance
 +
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
 +
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 +
 
 +
Print Invoices
 +
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
 +
 
 +
Print Statements
 +
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
 +
 
 +
Product Maintenance
 +
:Significant performance improvement when renaming a product.
 +
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
 +
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
 +
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.
 +
 
 +
Product Sales by Customer Report<BR>
 +
Product Sales Report
 +
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
 +
 
 +
Re-Print Tickets
 +
:'''Add ability to print the 8 load time source fields on tickets.'''
 +
 
 +
Sales Tax Rate Maintenance
 +
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
 +
 
 +
Ticket Inquiry
 +
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
 +
 
 +
Ticket Maintenance
 +
:'''Use job/customer specific ticket form when printing ticket if specified.'''
 +
 
 +
===Accounts Payable Module===
 +
 
 +
Import Invoices
 +
:Set the payment method for imported invoices from the vendor.
 +
 
 +
Re-Print ACH Stubs<BR>
 +
Re-Print Checks
 +
:'''Add Division selection.'''
 +
 
 +
Vendor Maintenance
 +
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
 +
 
 +
===Cash Management Module===
 +
 
 +
Statement Reconciliation
 +
:Properly separate Check No and Check Amount columns based on check key.
 +
:Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
 +
:Record the last change date/time and user when generating combined deposits.
  
−
System Menu
+
===Payroll Module===
−
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
 
−
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
 
  
−
Windows Client
+
Tax Library
−
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
+
:'''Updated to version 2024-R9.'''
−
:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
 
  
 
===Services===
 
===Services===
 +
 +
Application Server
 +
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
  
 
Device Aggregator
 
Device Aggregator
−
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
+
:Do not record batch results if there are no batch results present from the batch device.
  
 
Device Server
 
Device Server
−
:'''Completed implementation of the HaulHub batch weight notification device.'''
+
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
−
:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
 
−
:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
 
−
:Fix potential thread-safety issues.
 
−
:'''Add default root URL for Keystone Online Contact Notification device.'''
 
−
:All Keystone Online API calls now use "https" prefix by default.
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:'''Add ability to specify conditions for actions.'''
+
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
−
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
+
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
−
:'''Add "logquerystats" config file parameter.'''
+
:'''External AICrete API: New API for interfacing with AICrete.'''
−
:Stonemont QC API: Apply field truncations when posting data to avoid errors.
+
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
−
:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
+
:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
−
:'''Windows Client Quote API: New API added.'''
+
:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
 +
:Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
 +
:Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
 +
:Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
 +
:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
 +
 
 +
===General===
 +
 
 +
Setup
 +
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
 +
 
 +
System Option Maintenance
 +
:'''Add search window to help locate system options.'''
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 4.6.x]]
 +
 +
[[Release Notes for Keystone 4.5.x]]
 +
 +
[[Release Notes for Keystone 4.4.x]]
 +
 +
[[Release Notes for Keystone 4.3.x]]
  
 
[[Release Notes for Keystone 4.2.x]]
 
[[Release Notes for Keystone 4.2.x]]

Latest revision as of 01:39, 4 January 2025


NOTE: Items in bold type are NEW features.

Build 4.7.10 - 1/3/2025

Payroll Module

Tax Library

Updated to version 2025-R1c (LA state.)

Build 4.7.9 - 12/28/2024

Payroll Module

Tax Library

Updated to version 2025-R1b (MT, NC, VT states.)

Build 4.7.8 - 12/23/2024

Payroll Module

Tax Library

Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)

Build 4.7.7 - 12/13/2024

Payroll Module

Tax Library

Updated to version 2025-R1 (Federal-preliminary.)

Build 4.7.6 - 12/3/2024

Dispatch Module

Order Maintenance

When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.
Add "Show when order accessed" checkbox to Dispatch Warning tab.
Carry "Show when order accessed" field from job when copying an order and changing the job on an order.

Ticketing Module

Order Maintenance

When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.

Accounts Receivable Module

Credit Card Pre-Approval

Add "Comment" grid column.

Customer Maintenance
Job Price Maintenance

Add "Auto Hold Tck" checkbox.

Customer Maintenance

Add "Alt Address" tab to allow entry of an alternate address (informational only.)

Import Tickets

Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.

Job Price Maintenance

Move "Plant Mix Type" to Dispatch tab.
Add "Show when order accessed" checkbox to Dispatch Warning tab.
Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
Show "File #" on screen (if quote has a File # and is booked as a job.)
Add new "Job Search" dialog when F4 pressed in Job Id field.
Add blue background (indicating F4 search) to the Job Id field.

Inventory Module

On Order Maintenance

Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)

Quote Module

Quote Maintenance

Generate unique File # when adding a new quote.
Show "File #" on screen (if quote has a File #.)
Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.
Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
When booking a job, copy the "File #" field from the quote to the new job.

Accounts Payable Module

Federal & State 1099 Export

No changes for 2024 (ready for 2024 e-filing.)

Purchase Order Module

P.O. Receipt Maintenance

Fix EAccessViolation exception when deleting a receipt.

General Ledger Module

Import Payroll Transactions

Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
Fix summarization logic for C/M impound, invoice and other transactions to process each record.
When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
Add system options for Earn and Other G/L Item Categories.
Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)
Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)

Payroll Module

ACA 1094/1095 Export

No changes for 2024 (ready for 2024 e-filing.)

Federal & State W-2 Export

Add support for Box 12 code "II" (ready for 2024 e-filing.)

Federal W-2C (Corrections) Export

Add support for Box 12 code "II" (ready for 2024 e-filing.)

Tax Library

Updated to version 2024-R12b (KY, ME, MI states.)

General

DataScope
Query Export

Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.

PDF Viewer

Save/restore form state, size and position from run to run.
Show currently loaded PDF filename in form caption.

System Menu

When building query menu, add Quotes option to the retricted to module logic.
Take user security roles into account when filtering the query list by module.

System Option Maintenance

Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.

Services

Keystone REST Server (KServer)

Online Dashboard API: New API added to support Python dashboard.
Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.

Build 4.7.5 - 11/9/2024

Payroll Module

Tax Library

Updated to version 2024-R12 (Social Security wage base for 2025.)

Build 4.7.4 - 11/1/2024

Dispatch Module

Mix Design Maintenance

Filter product lookup to include only Mix type products.

Order Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Prevent new orders from being added for inactive customers.
Highlight loads for a future date with a yellow background.
When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.
Update the load override time when recalculating loads if necessary.

Schedule

Move "View Order" button to bottom-most position on the Order popup dialog.

Ticket Maintenance
Ticket Printing

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Ticketing Module

Order Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Prevent new orders from being added for inactive customers.

Ticket Maintenance
Ticket Printing

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Accounts Receivable Module

Customer Maintenance

Add "Web Orders" checkbox to Contacts grid.

Import Tickets

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Job Price Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.

Open Ticket Stack

When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.
Require a Void Reason when a ticket is voided.

Print Invoices
Re-Print Invoices

Add ability to print Order Contact and Phone Number on invoice.

Ticket Maintenance

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.
Require a Void Reason when a ticket is voided.

Quote Module

Print Quotes

Add ability to print the product's Description 1 and 2 fields on the quote form.

Accounts Payable Module

A/P Inquiry

Add "Last Ck#" grid column.

Select Invoice for Payment

If user does not have security role permission for C/M, do not show the C/M account balance.

General Ledger Module

G/L Batch List

Add user checkbox for "Show Trx Description 2".

Import Payroll Transactions

New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)

Payroll Module

Tax Library

Updated to version 2024-R11a.

Timecard Maintenance

Fix EAccessViolation exception when deleting a paycheck.

General

DataScope
Query Export

Take user roles into account when filtering the query list by module.

System Option Maintenance

Add "Import Payroll Options" section to G/L options.

Services

Application Server

Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.

Device Server

Digital Fleet ticket XML export: add "usage_desc" field.

Keystone REST Server

A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.

Build 4.7.3 - 10/17/2024

Payroll Module

Tax Library

Updated to version 2024-R11 (IN counties.)

General

System Map

Fix issue where an empty white screen appears when viewing the map.

System Menu

Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.

Build 4.7.2 - 10/11/2024

Dispatch Module

Order Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Schedule

Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
Fix "Quick Ticket" logic to properly set the load number in the ticket.
Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
Fix order load alert messages not working (introduced in 4.5.6.2.)
Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.
Add Plant Id to status pop-up.
Add optional "OrdPlt" field to schedule grid (Plant Id from order.)

Ticket Printing

Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.

Ticketing Module

Order Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Order Stack

Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.

Accounts Receivable Module

A/R Inquiry
Cash Posting
Customer Maintenance
Job Price Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Customer Maintenance

Do not require Tax Exempt Id for non-taxable customers that are Inactive.

Import Tickets

When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.

Prepare Remote Ticketing Data

Add client-side log messages.

Print Invoices

Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)

Sales Tax Report

Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.

Quote Module

Prospect Maintenance
Quote Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Accounts Payable Module

Vendor Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

General Ledger Module

Batch List

Print transaction second description line if present.

Payroll Module

Tax Library

Updated to version 2024-R10.

General

Company Database

Updated to version 25.02.

System Menu

When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.

Windows Client

Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
When processing an auto-task, initialize client-side log.
Decrease file chunk size to 1MB when reading/writing files from/to KServer.
When reading file from KServer, raise exception if the response content type is not valid.
When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.

Services

Application Server

When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.

Keystone REST Server (KServer)

Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.

Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.

Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.

Build 4.7.1 - 9/13/2024

Dispatch Module

Order Maintenance

Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)

Accounts Receivable Module

Cash Posting

Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.

Customer Maintenance

Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)

Re-Print Tickets

Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)

General

Company Database

Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.

Reports

Some reports were not respecting the default font/bold printer options.

Services

Keystone REST Server (KServer)

Add "FormatCurr" function.
Fix "StringReplace" function to handle NULL string parameters correctly.
Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.
FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.
Online Customer Portal API: Add "invoice" endpoint.

Build 4.7 - 8/30/2024

Dispatch Module

Edit Ticket Times

Set associated status reason to "user edit" when one of the eight ticket times is changed.
Display green background on any of the eight ticket times when the associated status reason is "user edit".
Display associated status reason description as a hint for all of the eight ticket times.

Order Maintenance

Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
Fix scroll wheel not working correctly on Job Id dropdown.
Do not copy the W/C Release Time field when copying an order.
Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.
Eliminate duplicate "Item Add" event generated when copying order.
Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
Show the W/C Release Time as a hint when you hover on the W/C checkbox.

Print Orders

Add handling for "mix multiplier" auto qty products.

Re-Print Tickets
Ticket Printing

Use ticket form specified in job, then customer, then plant and finally the default form.
Add ability to print the user that originally created the ticket.
Add ability to print customer phone number on ticket.
Add ability to print the 8 load time source fields on tickets.
Add ability to print list price, list totals and savings fields on tickets.

Re-Print Tickets
Re-Transfer Tickets

Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.

Schedule

Do not reset the truck available time if only the custom status is changed.
Do not reset the truck to clocked out status after shipping and then voiding a load.
Performance improvement when scrolling or clicking the order grid.
Add "Plt Name" as an optional grid field.
Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)

Ticket Printing

Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.
Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)

Truck Demand Graph

Change calculation of departure time for additional Plus load to be the End Pour time of the last load.

Ticketing Module

Order Maintenance

Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.

Order Stack

Add "Qty Ord" as an optional grid field.

Re-Print Tickets
Ticket Printing

Use ticket form specified in job, then customer, then plant and finally the default form.
Add ability to print the user that originally created the ticket.
Add ability to print customer phone number on ticket.
Add ability to print list price, list totals and savings fields on tickets.

Re-Print Tickets
Re-Transfer Tickets

Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.

Ticket Printing

Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)

Accounts Receivable Module

A/R Inquiry

Add Ship To 2, 3 and 4 as optional grid fields.
Fix missing QR code when previewing invoice that contains a QR code.
Fix missing PDF hyperlink when printing to PDF from invoice preview form.

Comparative Customer Sales Report

Add product class selection.

Customer Maintenance

Significant performance improvement when renaming a customer.
Show all customer events except those related to customer prices.
Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.

Customer Price Maintenance

Show only those events related to customer prices.

Edit Ticket Times

Set associated status reason to "user edit" when one of the eight ticket times is changed.
Display green background on any of the eight ticket times when the associated status reason is "user edit".
Display associated status reason description as a hint for all of the eight ticket times.

Import Tickets

Handle exceptions when calculating sales tax during ticket import.

Job Price Maintenance

Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.
Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)

Print Invoices

Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.

Print Statements

Add Order Id and the four Ship To fields as available fields on the form.

Product Maintenance

Significant performance improvement when renaming a product.
Add "Adjust" column to the grid on the Mix Modifier tab.
Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.

Product Sales by Customer Report
Product Sales Report

Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.

Re-Print Tickets

Add ability to print the 8 load time source fields on tickets.

Sales Tax Rate Maintenance

Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.

Ticket Inquiry

Show Invoice Number at bottom left of screen for sales history tickets.

Ticket Maintenance

Use job/customer specific ticket form when printing ticket if specified.

Accounts Payable Module

Import Invoices

Set the payment method for imported invoices from the vendor.

Re-Print ACH Stubs
Re-Print Checks

Add Division selection.

Vendor Maintenance

Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.

Cash Management Module

Statement Reconciliation

Properly separate Check No and Check Amount columns based on check key.
Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
Record the last change date/time and user when generating combined deposits.

Payroll Module

Tax Library

Updated to version 2024-R9.

Services

Application Server

Record the status reason code when setting one of the eight ticket times when the load status is changed.

Device Aggregator

Do not record batch results if there are no batch results present from the batch device.

Device Server

When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.

Keystone REST Server (KServer)

Add HaulHub/DOT support for these states: ID, KY, TN, WI.
Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.
External AICrete API: New API for interfacing with AICrete.
Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.

General

Setup

Now supports installing on Windows 11 for ARM (experimental.)

System Option Maintenance

Add search window to help locate system options.

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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