Difference between revisions of "New Keystone Releases"

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(Items in '''bold type''' are NEW features.)
+
__TOC__
  
−
==Build 3.6 - 8/30/2019==
 
  
−
===Dispatch Module===
+
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 +
 
 +
==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==
  
−
Concrete Calculator
+
===Payroll Module===
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
Tax Library
−
</blockquote>
+
:'''Updated to version 2025-R1b (MT, NC, VT states.)'''
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
==Build 4.7.8 - 12/23/2024==
−
</blockquote>
+
 
−
Order Maintenance
+
===Payroll Module===
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
Tax Library
 +
:'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)'''
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
==Build 4.7.7 - 12/13/2024==
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
+
===Payroll Module===
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
Tax Library
 +
:'''Updated to version 2025-R1 (Federal-preliminary.)'''
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
==Build 4.7.6 - 12/3/2024==
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
===Dispatch Module===
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
Order Maintenance
−
</blockquote>
+
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
−
Print Orders
+
:'''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.'''
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
===Ticketing Module===
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
Order Maintenance
−
</blockquote>
+
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
===Accounts Receivable Module===
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
Credit Card Pre-Approval
 +
:'''Add "Comment" grid column.'''
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
Customer Maintenance<BR>
 +
Job Price Maintenance
 +
:'''Add "Auto Hold Tck" checkbox.'''
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
Customer Maintenance
 +
:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''
  
−
Reload ticket customer prior to generating batch control data.
+
Import Tickets
−
</blockquote>
+
:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''
−
Truck Demand Graph
 
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
Job Price Maintenance
−
</blockquote>
+
:Move "Plant Mix Type" to Dispatch tab.
−
Void Tickets
+
:'''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.'''
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
+
===Inventory Module===
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
On Order Maintenance
 +
:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
===Quote Module===
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
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.'''
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
===Accounts Payable Module===
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
Federal & State 1099 Export
 +
:'''No changes for 2024 (ready for 2024 e-filing.)'''
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
===Purchase Order Module===
  
−
When copying an order, verify that the Customer Id field is not blank.
+
P.O. Receipt Maintenance
−
</blockquote>
+
:Fix EAccessViolation exception when deleting a receipt.
−
Order Stack
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
+
===General Ledger Module===
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
Import Payroll Transactions
−
</blockquote>
+
: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.
−
Re-Transfer Tickets
+
: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.)
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
===Payroll Module===
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
ACA 1094/1095 Export
 +
:'''No changes for 2024 (ready for 2024 e-filing.)'''
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
Federal & State W-2 Export
 +
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
Federal W-2C (Corrections) Export
 +
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
Tax Library
 +
:'''Updated to version 2024-R12b (KY, ME, MI states.)'''
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
===General===
  
−
Reload ticket customer prior to generating batch control data.
+
DataScope<BR>
−
</blockquote>
+
Query Export
−
===Accounts Receivable Module===
+
:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''
  
−
A/R Cash Posting
+
PDF Viewer
 +
:'''Save/restore form state, size and position from run to run.'''
 +
:'''Show currently loaded PDF filename in form caption.'''
  
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
+
System Menu
−
</blockquote>
+
:'''When building query menu, add Quotes option to the retricted to module logic.'''
−
A/R Inquiry
+
:Take user security roles into account when filtering the query list by module.
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
System Option Maintenance
−
</blockquote>
+
:'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.'''
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
===Services===
  
−
'''Italicize inactive automatic products on the main grid.'''
+
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.
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
+
==Build 4.7.5 - 11/9/2024==
−
</blockquote>
 
−
Credit Card Pre-Approval
 
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
+
===Payroll Module===
−
</blockquote>
 
−
Import Tickets
 
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
+
Tax Library
 +
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
  
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
+
==Build 4.7.4 - 11/1/2024==
  
−
'''Significant performance improvement when importing online and remote tickets.'''
+
===Dispatch Module===
  
−
Show reconcile error dialog when a required field has an invalid value.
+
Mix Design Maintenance
 +
:Filter product lookup to include only Mix type products.
  
−
Display message and abort when errors occur when applying tickets to the database.
+
Order Maintenance
−
</blockquote>
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
Inventory Purchase Receipts Batch Register
+
: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.
  
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
+
Schedule
−
</blockquote>
+
:Move "View Order" button to bottom-most position on the Order popup dialog.
−
Job Price Maintenance
 
  
−
<blockquote>'''Add ability to set the &quot;Tkt/Ord Products&quot; field to a specific value whenever a new job is added (contact support if you need this feature.)'''
+
Ticket Maintenance<BR>
−
</blockquote>
+
Ticket Printing
−
Open Ticket Stack
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
−
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
+
===Ticketing Module===
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
+
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.
  
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
−
Fix Access Violation exceptions and issues with column sorting.
+
===Accounts Receivable Module===
−
</blockquote>
 
−
Physical Inventory Entry
 
  
−
<blockquote>Prevent entering a negative count.
+
Customer Maintenance
−
</blockquote>
+
:'''Add "Web Orders" checkbox to Contacts grid.'''
−
Plant Maintenance
 
  
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
+
Import Tickets
−
</blockquote>
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
Job Price Maintenance
 +
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
Open Ticket Stack
−
</blockquote>
+
:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
−
Product Maintenance
+
:'''Require a Void Reason when a ticket is voided.'''
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
Print Invoices<BR>
−
</blockquote>
 
 
Re-Print Invoices
 
Re-Print Invoices
 +
:'''Add ability to print Order Contact and Phone Number on invoice.'''
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
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.'''
  
−
'''Add ability to print e-ticket document images on invoices.'''
 
−
</blockquote>
 
 
===Quote Module===
 
===Quote Module===
  
 
Print Quotes
 
Print Quotes
 +
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
 +
 +
===Accounts Payable Module===
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
+
A/P Inquiry
−
</blockquote>
+
:'''Add "Last Ck#" grid column.'''
−
Quote Maintenance
 
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
+
Select Invoice for Payment
−
</blockquote>
+
:If user does not have security role permission for C/M, do not show the C/M account balance.
−
===Accounts Payable Module===
 
  
−
A/P Handwritten Check Entry
+
===General Ledger Module===
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
G/L Batch List
 +
:'''Add user checkbox for "Show Trx Description 2".'''
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
Import Payroll Transactions
 +
:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''
  
−
When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
+
===Payroll Module===
−
</blockquote>
 
−
A/P Inquiry
 
  
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
Tax Library
 +
:'''Updated to version 2024-R11a.'''
  
−
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
Timecard Maintenance
−
</blockquote>
+
:Fix EAccessViolation exception when deleting a paycheck.
−
Select Invoices for Payment
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
+
===General===
−
</blockquote>
+
 
−
Vendor Invoice History
+
DataScope<BR>
 +
Query Export
 +
:Take user roles into account when filtering the query list by module.
  
−
<blockquote>Show Void Date for voided invoices.
+
System Option Maintenance
−
</blockquote>
+
:'''Add "Import Payroll Options" section to G/L options.'''
−
===General Ledger Module===
 
  
−
Trial Balance
+
===Services===
  
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
+
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.
  
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
+
Device Server
−
</blockquote>
+
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
−
===Payroll Module===
 
  
−
Calculate Payroll
+
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.
  
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
+
==Build 4.7.3 - 10/17/2024==
−
</blockquote>
 
−
Company Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
+
===Payroll Module===
−
</blockquote>
 
−
Employee Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
 
Tax Library
 
Tax Library
 +
:'''Updated to version 2024-R11 (IN counties.)'''
  
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
−
</blockquote>
 
 
===General===
 
===General===
  
−
DataScope
+
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===
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
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.'''
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
Customer Maintenance
−
</blockquote>
+
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
Import Tickets
−
</blockquote>
+
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
+
Prepare Remote Ticketing Data
−
</blockquote>
+
:'''Add client-side log messages.'''
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
+
Print Invoices
−
</blockquote>
+
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
Sales Tax Report
−
</blockquote>
+
: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.
−
General
+
: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.
  
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
+
===Quote Module===
  
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
+
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.'''
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
+
===Accounts Payable Module===
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
Vendor Maintenance
 +
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
'''Add support for security roles on custom queries.'''
+
===General Ledger Module===
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
Batch List
−
</blockquote>
+
:'''Print transaction second description line if present.'''
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
+
===Payroll Module===
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
+
Tax Library
 +
:'''Updated to version 2024-R10.'''
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
===General===
  
−
'''Add support for security roles on custom queries.'''
+
Company Database
 +
:Updated to version 25.02.
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
+
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.
  
−
Do not include custom queries for non-existent or non-allowed menu keys.
+
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.
  
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
 
−
</blockquote>
 
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
 +
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
+
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.
  
−
'''Support multiple application servers at a single site.'''
+
==Build 4.7.1 - 9/13/2024==
  
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
+
===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===
  
−
'''Add log message when system license info changed.'''
+
Cash Posting
 +
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
  
−
Only send active load statuses when sending dispatch events.
+
Customer Maintenance
−
</blockquote>
+
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
−
Device Aggregator
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
Re-Print Tickets
−
</blockquote>
+
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
−
Device Server
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
===General===
  
−
'''Add &quot;Keystone Online&quot; batch control link.'''
+
Company Database
 +
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
  
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
+
Reports
 +
:Some reports were not respecting the default font/bold printer options.
  
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
+
===Services===
  
−
When voiding a ULINK ticket, Include failure message response in error log.
 
−
</blockquote>
 
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
 +
:'''Add "FormatCurr" function.'''
 +
:Fix "StringReplace" function to handle NULL string parameters correctly.
 +
:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
 +
:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
 +
:'''Online Customer Portal API: Add "invoice" endpoint.'''
 +
 +
==Build 4.7 - 8/30/2024==
 +
 +
===Dispatch Module===
 +
 +
Edit Ticket Times
 +
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
 +
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 +
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
 +
 +
Order Maintenance
 +
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 +
:When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
 +
:Fix scroll wheel not working correctly on Job Id dropdown.
 +
:Do not copy the W/C Release Time field when copying an order.
 +
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
 +
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
 +
:Eliminate duplicate "Item Add" event generated when copying order.
 +
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
 +
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
 +
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
 +
 +
Print Orders
 +
:'''Add handling for "mix multiplier" auto qty products.'''
 +
 +
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 +
:'''Add ability to print the user that originally created the ticket.'''
 +
:'''Add ability to print customer phone number on ticket.'''
 +
:'''Add ability to print the 8 load time source fields on tickets.'''
 +
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 +
 +
Re-Print Tickets<BR>
 +
Re-Transfer Tickets
 +
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
 +
 +
Schedule
 +
:Do not reset the truck available time if only the custom status is changed.
 +
:Do not reset the truck to clocked out status after shipping and then voiding a load.
 +
:Performance improvement when scrolling or clicking the order grid.
 +
:'''Add "Plt Name" as an optional grid field.'''
 +
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
 +
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
 +
:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
 +
:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
 +
:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
 +
:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''
 +
 +
Ticket Printing
 +
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
 +
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
 +
 +
Truck Demand Graph
 +
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
 +
 +
===Ticketing Module===
 +
 +
Order Maintenance
 +
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 +
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
Order Stack
 +
:'''Add "Qty Ord" as an optional grid field.'''
  
−
'''Database Backup and Restore moved to KServer.'''
+
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.'''
  
−
'''Keystone Update moved to KServer.'''
+
Re-Print Tickets<BR>
 +
Re-Transfer Tickets
 +
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
 +
 
 +
Ticket Printing
 +
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
 +
 
 +
===Accounts Receivable Module===
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
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.
  
−
'''Some file lists and reports have been moved to KServer.'''
+
Comparative Customer Sales Report
 +
:'''Add product class selection.'''
  
−
'''Document Imaging document list/document retrieval moved to KServer.'''
+
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.
  
−
'''Improved logging capabilities.'''
+
Customer Price Maintenance
 +
:Show only those events related to customer prices.
  
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
+
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.'''
  
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
+
Import Tickets
 +
:Handle exceptions when calculating sales tax during ticket import.
  
−
'''Add support for &quot;list&quot; parameters.'''
+
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.)'''
  
−
'''Add support for &quot;MS Access&quot; databases.'''
+
Print Invoices
 +
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
  
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
+
Print Statements
 +
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
+
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.
  
−
'''Support singleton auto-run item (once per server.)'''
+
Product Sales by Customer Report<BR>
 +
Product Sales Report
 +
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
  
−
'''Version API: Add statistics endpoints.'''
+
Re-Print Tickets
 +
:'''Add ability to print the 8 load time source fields on tickets.'''
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
Sales Tax Rate Maintenance
 +
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
Ticket Inquiry
 +
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
  
−
'''Improved query caching method.'''
+
Ticket Maintenance
 +
:'''Use job/customer specific ticket form when printing ticket if specified.'''
  
−
'''Add Keystone Online Customer Portal API.'''
+
===Accounts Payable Module===
  
−
'''It is no longer necessary to create separate configuration options for each company database.'''
+
Import Invoices
 +
:Set the payment method for imported invoices from the vendor.
  
−
Several fixes in cache handling, logging and multi-threading logic.
+
Re-Print ACH Stubs<BR>
 +
Re-Print Checks
 +
:'''Add Division selection.'''
  
−
Handle escaped characters correctly in query parameter values.
+
Vendor Maintenance
 +
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
===Cash Management Module===
  
−
Delay AUTORUN processing for one minute after startup.
+
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.
  
−
Use single background task to communicate with device aggregator that reads a queue of commands.
+
===Payroll Module===
  
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
+
Tax Library
 +
:'''Updated to version 2024-R9.'''
  
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
+
===Services===
  
−
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
+
Application Server
 +
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
  
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
+
Device Aggregator
 +
:Do not record batch results if there are no batch results present from the batch device.
  
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
+
Device Server
 +
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
  
−
Stonemont API: Fix &quot;xbatchresultlist&quot;, &quot;xbatchresults&quot; and &quot;xbatchresultscondensed&quot; queries to no longer move the begindate parameter to the start of the day.
+
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.
  
−
When running autorun query, first check that database version is current, abort if not.
+
===General===
  
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
+
Setup
 +
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
  
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
+
System Option Maintenance
−
</blockquote>
+
:'''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 3.5.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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