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 4.4.3 - 12/12/2023==
+
==Build 4.7.10 - 1/3/2025==
  
−
===Year-End===
+
===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==
  
−
:'''This version includes updates for A/P and Payroll year-end tax filings as well as 2024 payroll tax changes that are currently available. Please check frequently for further updates.'''
+
===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===
 
===Dispatch Module===
  
−
Beginning of Day
+
Order Maintenance
−
:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
+
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
−
:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
+
:'''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.'''
  
−
Ticket Printing
+
===Ticketing Module===
−
:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
+
 
 +
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.)'''
  
−
===Ticketing Module===
+
Import Tickets
 +
:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''
  
−
Beginning of Day
+
Job Price Maintenance
−
:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
+
:Move "Plant Mix Type" to Dispatch tab.
−
:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
+
:'''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.'''
  
−
Ticket Printing
+
===Inventory Module===
−
:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
+
 
 +
On Order Maintenance
 +
:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
  
−
===Accounts Receivable Module===
+
===Quote Module===
  
−
Prepare Remote Ticketing Data
+
Quote Maintenance
−
:Include tables CCTQUERY and CCTQUERYFLD.
+
:'''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===
  
−
1099 Audit List
+
Federal & State 1099 Export
−
:'''Now includes the "1099 Amounts" from vendor maintenance as well as new fields for state information.'''
+
:'''No changes for 2024 (ready for 2024 e-filing.)'''
−
:'''Add "TIN Type" and "Account No." fields to the report.'''
+
 
 +
===Purchase Order Module===
 +
 
 +
P.O. Receipt Maintenance
 +
:Fix EAccessViolation exception when deleting a receipt.
  
−
Print 1099 Forms
+
===General Ledger Module===
−
:This option will display a warning if used for tax years 2023 and beyond, since Keystone no longer prints 1099 forms.
 
  
−
Vendor Maintenance
+
Import Payroll Transactions
−
:Now requires Tax Id #, Type of TIN and Account No fields to be specified if a 1099 Class is specified.
+
: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
 +
:'''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
 
Federal W-2C (Corrections) Export
−
:'''New option added to the Web Portal Export/Filing menu (please contact support if you need to use this.)'''
+
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
  
−
Print W-2 Forms
+
Tax Library
−
:The dot-matrix/laser W-2 forms have been removed since Keystone no longer prints W-2 forms. However the W-2 Audit List is still available.
+
:'''Updated to version 2024-R12b (KY, ME, MI states.)'''
 +
 
 +
===General===
  
−
Tax Library
+
DataScope<BR>
−
:'''Updated to version 2024-R1 (FIT, AR, CA, KY, MA states, CA SDI.)'''
+
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.
  
−
==Build 4.4.2 - 11/28/2023==
+
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===
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Windows Client Device API v2: Modify "VehicleStatusUpdate" query in "dispatchevent" endpoint to use projected load LOAD_NO field as the value of the LoadNumber field.
+
:'''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 4.4.1 - 11/10/2023==
+
==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===
 
===Dispatch Module===
  
 
Mix Design Maintenance
 
Mix Design Maintenance
−
:Fix product search issues in mix design.
+
: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
 
Schedule
−
:Fix exception "cdsKey: Cannot perform this operation on a closed dataset" when using the "Quick Ticket" option.
+
:Move "View Order" button to bottom-most position on the Order popup dialog.
 +
 
 +
Ticket Maintenance<BR>
 +
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<BR>
 +
Ticket Printing
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Product Maintenance
+
Customer Maintenance
−
:Fix product search issues in mix design.
+
:'''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<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===
 
===Accounts Payable Module===
  
−
Enter A/P Balances<BR>
+
A/P Inquiry
−
Handwritten Check Entry<BR>
+
:'''Add "Last Ck#" grid column.'''
−
Invoice Vouchering
 
−
:Fix foreign key exception when J/C U/M is entered on the distribution screen and then blanked out.
 
  
−
Print Checks
+
Select Invoice for Payment
−
:When errors occur during preview/print the "First Check No." will now be reset properly.
+
: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===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R12 (2024 Federal Social Security wage base.)'''
+
:'''Updated to version 2024-R11a.'''
 +
 
 +
Timecard Maintenance
 +
:Fix EAccessViolation exception when deleting a paycheck.
  
 
===General===
 
===General===
  
−
Form Reports
+
DataScope<BR>
−
:When emailing a form using the Email button, do not display the second email dialog.
+
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===
 +
 +
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
 
Device Server
−
:Fix HaulHub Dispatch Event notification device to support all states listed in the 4.4 release notes.
+
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
  
−
==Build 4.4 - 10/13/2023==
+
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.
  
−
===New Features===
+
==Build 4.7.3 - 10/17/2024==
  
−
System-wide Events
+
===Payroll Module===
−
:'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''
 
  
−
Online Payments
+
Tax Library
−
:'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''
+
:'''Updated to version 2024-R11 (IN counties.)'''
  
−
DOT E-Tickets
+
===General===
−
:'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''
 
  
−
===Dispatch Module===
+
System Map
 +
:Fix issue where an empty white screen appears when viewing the map.
  
−
Cash Payment Entry
+
System Menu
−
:'''Add order event when a payment is posted.'''
+
:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
  
−
Driver Hours Report
+
==Build 4.7.2 - 10/11/2024==
−
:'''Add "Sequence Code" report sequence option.'''
 
  
−
Event Type Maintenance
+
===Dispatch Module===
−
:Option removed from Dispatch File Maintenance menu.
 
−
 
 
−
Order Audit Trail
 
−
:Adjustments made for new events and event types.
 
  
 
Order Maintenance
 
Order Maintenance
−
:Fix issue where plant default tax authority not set properly when adding a new order.
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
 
−
:'''Add "User Id" column to the ticket history grid.'''
 
−
:'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
 
−
:'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
 
−
:Allow deleting orders that have events.
 
−
:'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
 
−
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
 
−
:'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
−
 
 
−
Print Orders
 
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
 
  
 
Schedule
 
Schedule
−
:'''Add "Void Ticket" button to start the option directly from the 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
 
Ticket Printing
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
+
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add Events tab.'''
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
+
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
+
Order Stack
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
: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.
−
:Allow deleting orders that have events.
 
−
:'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
 
−
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Print Orders
+
===Accounts Receivable Module===
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
 
 +
A/R Inquiry<BR>
 +
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.'''
 +
 
 +
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<BR>
 +
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===
  
−
Ticket Printing
+
Order Maintenance
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
+
: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.)
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Aged Trial Balance
+
Cash Posting
−
:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
+
: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==
  
−
Cash Posting<BR>
+
===Dispatch Module===
−
Cash Posting Register
 
−
:'''Allowance Code field length increased to 10 characters.'''
 
  
−
Credit Card Pre-Approval
+
Edit Ticket Times
−
:Updated to use the new system-wide events.
+
:'''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.'''
  
−
Customer Maintenance
+
Order Maintenance
−
:'''Add Events tab.'''
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
+
: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.
−
:'''Change events are recorded for the following contact level fields: Email.'''
+
: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.'''
  
−
Customer Price Maintenance
+
Print Orders
−
:'''Add Events tab.'''
+
:'''Add handling for "mix multiplier" auto qty products.'''
−
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
 
−
:Remove Customer Maintenance security requirements for adding new prices and deleting prices.
 
  
−
Driver List
+
Re-Print Tickets<BR>
−
:'''Add "License Type" field and "Sequence Code" report sequence option.'''
+
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.'''
  
−
Driver Maintenance
+
Re-Print Tickets<BR>
−
:'''Add "License Type" and "Sequence Code" fields.'''
+
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.
  
−
Driver Productivity Report
+
Schedule
−
:'''Add "Sequence Code" report sequence option.'''
+
: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.)'''
  
−
Group Price Maintenance
+
Ticket Printing
−
:'''Add Events tab.'''
+
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
−
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
  
−
Job Price Maintenance
+
Truck Demand Graph
−
:'''Add "Src" (price source) column to products grid.'''
+
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
−
:'''Add "DOT Job Mix Year" column to products grid.'''
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
 
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
 
−
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Job Prices List
+
===Ticketing Module===
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
 
  
−
Owner List<BR>
+
Order Maintenance
−
Owner Maintenance
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:'''Add "Insurance Exp" field.'''
+
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
  
−
Plant Maintenance
+
Order Stack
−
:'''Add "Zone" to Defaults tab.'''
+
:'''Add "Qty Ord" as an optional grid field.'''
−
:'''Add "Force Print Prices" to Ticketing tab.'''
 
−
:'''Add "Force Zone Required" to Ticketing tab.'''
 
  
−
Product Maintenance
+
Re-Print Tickets<BR>
−
:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
+
Ticket Printing
−
:'''Add Events tab.'''
+
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
−
:'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
+
:'''Add ability to print the user that originally created the ticket.'''
−
:'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''
+
:'''Add ability to print customer phone number on ticket.'''
 +
:'''Add ability to print list price, list totals and savings fields on tickets.'''
  
−
Sales Inquiry
+
Re-Print Tickets<BR>
−
:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
+
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 Maintenance
+
Ticket Printing
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.
 
  
−
===Inventory Module===
+
===Accounts Receivable Module===
  
−
Inventory Reconciliation
+
A/R Inquiry
−
:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
+
:'''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.
  
−
===Quote Module===
+
Comparative Customer Sales Report
 +
:'''Add product class selection.'''
  
−
Quote Maintenance
+
Customer Maintenance
−
:'''Add an event when quote is emailed or printed.'''
+
:Significant performance improvement when renaming a customer.
−
:'''Add "Src" (price source) column to products grid.'''
+
:Show all customer events except those related to customer prices.
−
:'''Add "DOT Job Mix Year" column to products grid.'''
+
:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
 
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
 
−
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Print Quotes
+
Customer Price Maintenance
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
+
:Show only those events related to customer prices.
  
−
===Accounts Payable 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.'''
  
−
Handwritten Check Entry<BR>
+
Import Tickets
−
Invoice Vouchering
+
:Handle exceptions when calculating sales tax during ticket import.
−
:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
 
−
:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
 
  
−
Invoice Batch List
+
Job Price Maintenance
−
:'''Add "Qty" and "U/M" fields to J/C detail section.'''
+
:'''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.)'''
  
−
Vendor Maintenance
+
Print Invoices
−
:'''Add "Email P.O." option on the Contacts grid.'''
+
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
  
−
===Purchase Order Module===
+
Print Statements
 +
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
  
−
Print Purchase Orders
+
Product Maintenance
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
+
: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.
  
−
Purchase Order Maintenance
+
Product Sales by Customer Report<BR>
−
:The "Ordered" field can no longer be left blank.
+
Product Sales Report
 +
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
  
−
Purchase Receipt Entry<BR>
+
Re-Print Tickets
−
Purchase Receipt Maintenance
+
:'''Add ability to print the 8 load time source fields on tickets.'''
−
:'''Add date protection for "Date Rcvd" field.'''
 
−
:The "Date Rcvd" can no longer be left blank.
 
  
−
Setup Periods
+
Sales Tax Rate Maintenance
−
:'''New option added to Purchase Order Setup/Utilities menu.'''
+
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
  
−
===General Ledger Module===
+
Ticket Inquiry
 +
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
  
−
Account Maintenance
+
Ticket Maintenance
−
:'''Add Events tab.'''
+
:'''Use job/customer specific ticket form when printing ticket if specified.'''
−
:'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''
 
  
−
===Payroll Module===
+
===Accounts Payable Module===
  
−
Employee Maintenance
+
Import Invoices
−
:'''Add "License #" field.'''
+
:Set the payment method for imported invoices from the vendor.
  
−
Tax Library
+
Re-Print ACH Stubs<BR>
−
:'''Updated to version 2023-R11 (IN, OH states.)'''
+
Re-Print Checks
 +
:'''Add Division selection.'''
  
−
===General===
+
Vendor Maintenance
 +
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
  
−
Batch Maintenance
+
===Cash Management Module===
−
:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
 
  
−
DataScope<BR>
+
Statement Reconciliation
−
Query Export
+
:Properly separate Check No and Check Amount columns based on check key.
−
:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
+
: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 Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
 
−
:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
 
−
:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
 
  
−
Windows Client
+
Tax Library
−
:Fix Help->Quick Support to work correctly with the new GivenHansco website.
+
:'''Updated to version 2024-R9.'''
  
 
===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
 +
:Do not record batch results if there are no batch results present from the batch device.
  
 
Device Server
 
Device Server
−
:'''Finalized Holcim Cement dispatch notification device.'''
+
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
−
:'''Add several new fields to HaulHub dispatch event notification device.'''
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Add datatables "dotstates", "dothints" and "dotmatclass".
+
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
−
:Fix datatable parsing to properly represent null values.
+
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
−
:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
+
:'''External AICrete API: New API for interfacing with AICrete.'''
−
:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
+
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
−
:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
+
: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 System Methods API: Add "getnexteventlink" endpoint.
+
: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 4.4.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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