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 4.3.5 - 1/13/2023==
+
==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===
 
===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
 
Job Price Maintenance
−
:Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
+
: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.
  
−
===Dispatch Module===
+
===General Ledger Module===
  
−
Schedule
+
Import Payroll Transactions
−
:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
+
: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===
  
−
Calculate Payroll
+
ACA 1094/1095 Export
−
:Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
+
:'''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<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===
 
===Services===
  
−
Device Aggregator
+
Keystone REST Server (KServer)
−
:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
+
:'''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===
  
−
Keystone REST Server (KServer)
+
Tax Library
−
:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
+
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
  
−
==Build 4.3.4 - 1/9/2023==
+
==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
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:Improve performance of contact query.
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
+
: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<BR>
 
Ticket Printing
 
Ticket Printing
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:Improve performance of contact query.
+
: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<BR>
 
Ticket Printing
 
Ticket Printing
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
−
:When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
 
Customer Maintenance
 
Customer Maintenance
−
:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
+
:'''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
 
Job Price Maintenance
−
:Improve performance of contact query.
+
: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.'''
  
−
Setup Pending Prices
+
Print Invoices<BR>
−
:Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
+
Re-Print Invoices
−
:Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
+
:'''Add ability to print Order Contact and Phone Number on invoice.'''
−
:'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
 
−
:'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
 
  
 
Ticket Maintenance
 
Ticket Maintenance
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
+
: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.'''
  
−
===Inventory Module===
+
===Quote Module===
  
−
Purchase Receipts
+
Print Quotes
−
:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
+
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
  
−
===Quote Module===
+
===Accounts Payable Module===
  
−
Quote Maintenance
+
A/P Inquiry
−
:Improve performance of contact query.
+
:'''Add "Last Ck#" grid column.'''
  
−
===Accounts Payable Module===
+
Select Invoice for Payment
 +
:If user does not have security role permission for C/M, do not show the C/M account balance.
  
−
Handwritten Check Entry
+
===General Ledger Module===
−
:For non-vouchered invoices, link P.O. receipts and generate product transactions.
 
  
−
===Payroll Module===
+
G/L Batch List
 +
:'''Add user checkbox for "Show Trx Description 2".'''
  
−
Print 941 Schedule B
+
Import Payroll Transactions
−
:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
+
:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''
  
−
Print W-3 Form
+
===Payroll Module===
−
:'''Updated for 2022 (no changes from 2021.)'''
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
+
:'''Updated to version 2024-R11a.'''
 +
 
 +
Timecard Maintenance
 +
:Fix EAccessViolation exception when deleting a paycheck.
  
 
===General===
 
===General===
  
−
File Maintenance
+
DataScope<BR>
−
:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
+
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===
 
===Services===
  
−
Keystone REST Server (KServer)
+
Application Server
−
:Fix memory leaks when running SELECT query while processing a PUT/POST method.
+
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
−
:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
+
:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.
−
:Driver API: Optimize Contacts query in notifyordercomplete endpoint.
+
 
−
:Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
+
Device Server
−
:Quote API: Optimize Contacts query in Quote endpoint.
+
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
−
:Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
+
 
−
:Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
+
Keystone REST Server
−
:Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
+
:A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
−
:Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
+
:A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
−
:Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
+
:Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.
  
−
==Build 4.3.3 - 12/27/2022==
+
==Build 4.7.3 - 10/17/2024==
  
 
===Payroll Module===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
+
:'''Updated to version 2024-R11 (IN counties.)'''
  
 
===General===
 
===General===
  
−
Windows Client
+
System Map
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
+
:Fix issue where an empty white screen appears when viewing the map.
  
−
===Services===
+
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.
  
−
Keystone REST Server (KServer)
+
==Build 4.7.2 - 10/11/2024==
−
:Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
 
−
:'''Add "Condition" property to AutoRun section of endpoint.'''
 
−
:Version API: Add endpoint condition for "logquerystats" endpoint.
 
−
:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
 
−
 
 
−
==Build 4.3.2 - 12/21/2022==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
 
Order Maintenance
 
Order Maintenance
−
:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
Print Orders
+
Schedule
−
:'''Add ability to print Zone Description the form.'''
+
: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.)'''
  
−
Schedule
+
Ticket Printing
−
:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
+
: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===
 
===Ticketing Module===
  
−
Print Orders
+
Order Maintenance
−
:'''Add ability to print Zone Description the form.'''
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
Weigh Truck
+
Order Stack
−
:Force Truck Number to uppercase when adding a new truck on the fly.
+
: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===
 
===Accounts Receivable Module===
  
−
A/R Inquiry
+
A/R Inquiry<BR>
−
Cash Posting
+
Cash Posting<BR>
−
:Use "CASH" (uppercase) when the check number for a payment is blank.
+
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.'''
  
−
Apply Service Charges
+
Customer Maintenance
−
:Force A/R GL to uppercase when adding a new one on the fly.
+
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
−
:Force Svc Chg GL to uppercase when adding a new one on the fly.
 
−
:Force Exempt Code to uppercase when adding a new one on the fly.
 
  
−
Open Ticket Stack
+
Import Tickets
−
:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
+
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
−
:The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
 
−
:Fix inability to change Tax Code after using F9 Edit Ticket.
 
  
−
Plant Maintenance
+
Prepare Remote Ticketing Data
−
:Force Sys Loc to uppercase when adding a new one on the fly.
+
:'''Add client-side log messages.'''
−
:Force Ship Group to uppercase when adding a new one on the fly.
 
  
−
Product Maintenance
+
Print Invoices
−
:Force Tax Code to uppercase when adding a new one on the fly.
+
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
  
−
Void Invoice
+
Sales Tax Report
−
:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
+
: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.
  
−
===Inventory Module===
+
===Quote Module===
  
−
Inventory Reconciliation
+
Prospect Maintenance<BR>
−
:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
+
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===
 
===Accounts Payable Module===
−
 
−
Print Checks
 
−
:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
 
  
 
Vendor Maintenance
 
Vendor Maintenance
−
:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
===Cash Management Module===
+
===General Ledger Module===
  
−
Statement Reconciliation
+
Batch List
−
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
+
:'''Print transaction second description line if present.'''
  
 
===Payroll Module===
 
===Payroll Module===
−
 
−
Setup Company
 
−
:Force State Code to uppercase when adding a new one on the fly.
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
+
:'''Updated to version 2024-R10.'''
−
 
 
−
Timecard Maintenance
 
−
:Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
 
−
 
 
−
===Job Cost Module===
 
−
 
 
−
Job Maintenance
 
−
:Force Job Group to uppercase when adding a new one on the fly.
 
−
 
 
−
Trx Type Maintenance
 
−
:Force Unit of Measure to uppercase when adding a new one on the fly.
 
  
 
===General===
 
===General===
  
−
Keystone Setup
+
Company Database
−
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
+
:Updated to version 25.02.
  
 
System Menu
 
System Menu
−
:Fix so Query and Location datasets are cached on the client.
+
:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
−
:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
+
:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.
  
 
Windows Client
 
Windows Client
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
+
: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===
 
===Services===
  
 
Application Server
 
Application Server
−
:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
+
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
  
−
Device Aggregator
+
Keystone REST Server (KServer)
−
:Fix "Test Link" function crashing the client thread.
+
: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==
  
−
Keystone REST Server (KServer)
+
===Dispatch Module===
−
:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
 
  
−
==Build 4.3.1 - 11/27/2022==
+
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 Payable Module===
+
===Accounts Receivable Module===
  
−
Federal & State 1099 Export
+
Cash Posting
−
:'''Updated for tax year 2022.'''
+
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
−
:'''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
+
Customer Maintenance
−
:'''Updated for tax year 2022.'''
+
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
 
  
−
===Payroll Module===
+
Re-Print Tickets
 +
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
  
−
ACA 1094/1095 Export
+
===General===
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Federal & State W-2 Export
+
Company Database
−
:'''Updated for tax year 2022 (no changes.)'''
+
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
−
:'''Add Employee Id selection.'''
 
  
−
Print W-2 Forms
+
Reports
−
:'''Updated for tax year 2022 (no changes.)'''
+
:Some reports were not respecting the default font/bold printer options.
  
−
===Cash Management Module===
+
===Services===
  
−
Statement Reconciliation
+
Keystone REST Server (KServer)
−
:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
+
:'''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 4.3 - 11/18/2022==
+
==Build 4.7 - 8/30/2024==
  
 
===Dispatch Module===
 
===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
 
Order Maintenance
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:Improve performance of quoted job product lookup.
+
: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.
−
:Improve performance of job lookup by loading jobs for current customer only.
+
:Fix scroll wheel not working correctly on Job Id dropdown.
−
:Widened "Event Date/Time" on the Events tab.
+
: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
 
Schedule
−
:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
+
:Do not reset the truck available time if only the custom status is changed.
−
:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
+
: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
 
Ticket Printing
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab 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.)'''
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
−
:Improve performance of quoted job product lookup.
+
 
−
:Improve performance of job lookup by loading jobs for current customer only.
+
Truck Demand Graph
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
+
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:Improve performance of quoted job product lookup.
+
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
−
:Improve performance of job lookup by loading jobs for current customer only.
+
 
 +
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
 
Ticket Printing
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
−
: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>
+
A/R Inquiry
−
Cash Posting
+
:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
+
:Fix missing QR code when previewing invoice that contains a QR code.
 +
:Fix missing PDF hyperlink when printing to PDF from invoice preview form.
  
−
Customer Price Maintenance
+
Comparative Customer Sales Report
−
:Improve performance of product lookup.
+
:'''Add product class selection.'''
−
:Widened "Last Changed" grid column.
 
  
 
Customer Maintenance
 
Customer Maintenance
−
:Improve performance of product lookup.
+
:Significant performance improvement when renaming a customer.
−
:Remove DOT tab (obsolete.)
+
: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.
  
−
Delivery Truck Log
+
Edit Ticket Times
−
:Do not include sales history from voided/reversal invoices.
+
:'''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.'''
  
−
Group Price Maintenance
+
Import Tickets
−
:Improve performance of product lookup.
+
:Handle exceptions when calculating sales tax during ticket import.
−
:Widened "Last Changed" grid column.
 
  
 
Job Price Maintenance
 
Job Price Maintenance
−
:Improve performance of product lookup.
+
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
−
:Improve performance of job lookup by loading jobs for current customer only.
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
: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
+
Print Invoices
−
:Improve performance of quoted job product lookup.
+
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Plant Maintenance
+
Print Statements
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
−
:Remove "Plant Identifier" on DOT tab (obsolete.)
 
−
:'''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
 
Product Maintenance
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+
:Significant performance improvement when renaming a product.
−
:'''Add state DOT field hint messages.'''
+
:'''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.
  
−
Quick Ticket Entry
+
Product Sales by Customer Report<BR>
−
:Improve performance of quoted job product lookup.
+
Product Sales Report
−
:Improve performance of job lookup by loading jobs for current customer only.
+
:'''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
 
Sales Tax Rate Maintenance
−
:'''Add splitter control to adjust heights of locality/rate grids.'''
+
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
−
:Increase default height of tax locality rate grid.
+
 
−
:Do not delete tax locality when tax locality structure record deleted.
+
Ticket Inquiry
 +
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
  
 
Ticket Maintenance
 
Ticket Maintenance
−
:Improve performance of quoted job product lookup.
+
:'''Use job/customer specific ticket form when printing ticket if specified.'''
−
: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
 
−
:Remove DOT tab (obsolete.)
 
−
 
 
−
Unit of Measure Maintenance
 
−
:'''Add state DOT field hint messages.'''
 
−
 
 
−
===Inventory Module===
 
−
 
 
−
Enter Inventory Balances<BR>
 
−
Misc. Inv. Transactions<BR>
 
−
Physical Inventory Entry<BR>
 
−
Production Receipts<BR>
 
−
Purchase Receipts
 
−
:Improve performance of stocked product lookup.
 
−
 
 
−
Inventory Reconciliation
 
−
: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.)
 
−
 
 
−
Inventory Transfers
 
−
:Improve performance of stocked product lookup.
 
−
:'''Add F4 search capability to Transfer In product.'''
 
−
 
 
−
===Quote Module===
 
−
 
 
−
Quote Maintenance
 
−
:'''Add state DOT field hint messages.'''
 
−
: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
 
−
:When posting the batch, write check number to G/L transaction table.
 
  
 
Import Invoices
 
Import Invoices
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
+
:Set the payment method for imported invoices from the vendor.
  
−
Print Checks
+
Re-Print ACH Stubs<BR>
−
:Do not process void invoices with a non-zero To Pay amount.
+
Re-Print Checks
 +
:'''Add Division selection.'''
  
−
Select Invoices for Payment
+
Vendor Maintenance
−
:Fix so saving changes does not update any void invoices.
+
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
  
 
===Cash Management Module===
 
===Cash Management Module===
  
 
Statement Reconciliation
 
Statement Reconciliation
−
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
+
: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===
 
===Payroll Module===
  
−
Employee Maintenance
+
Tax Library
−
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
+
:'''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.'''
  
−
Tax Library
+
Device Aggregator
−
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
+
:Do not record batch results if there are no batch results present from the batch device.
  
−
===Purchase Order Module===
+
Device Server
 +
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
  
−
Purchase Order Maintenance<BR>
+
Keystone REST Server (KServer)
−
P.O. Receipt Maintenance
+
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
−
:Improve performance of vendor product lookup.
+
:'''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===
 
===General===
  
 
Setup
 
Setup
−
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
+
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
  
−
System Menu
+
System Option Maintenance
−
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
+
:'''Add search window to help locate system options.'''
−
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
 
  
−
Windows Client
+
----
−
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
 
−
: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===
 
  
−
Device Aggregator
+
[[Release Notes for Keystone 4.6.x]]
−
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
 
  
−
Device Server
+
[[Release Notes for Keystone 4.5.x]]
−
:'''Completed implementation of the HaulHub batch weight notification device.'''
 
−
: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)
+
[[Release Notes for Keystone 4.4.x]]
−
:'''Add ability to specify conditions for actions.'''
 
−
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
 
−
:'''Add "logquerystats" config file parameter.'''
 
−
:Stonemont QC API: Apply field truncations when posting data to avoid errors.
 
−
:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
 
−
: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 Quote API: New API added.'''
 
  
−
----
+
[[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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