Release Notes for Keystone 3.0.x

Build 3.0.10 - 1/10/2017

Enhancements

A/R Month End Processing
A/P Month End Processing

The user interface has been reworked to be much simpler. Now you only have to enter the month and year of the period being closed and the system will calculate the various dates that previously had to be manually entered.

All calculated dates and user-entered parameters are now logged in the Session Log.

Query Export

Add ability to export in JSON format.

Corrections

A/R Allownace Class Maintenance

Fix so all G/L accounts are shown in the G/L Account dropdown list regardless of account class.

A/R Cash Posting

Job Id filtering was not working properly if the Job Id contained a blank at the end.

A/R Handwritten Invoice Entry

Fix "Access Violation" exception when Print button clicked. The Print button is no longer available since there is nothing to print anyway.

Dispatch Edit Ticket Times

Fix Access Violation exception at startup (introduced in 3.0.9.)

A/P Print Checks
A/P Reprint Checks

Fix bug where the invoice detail (stub) section of the form was not breaking properly on a new check (introduced in 3.0.1.)

Payroll Company Maintenance

Fix to start much faster.

Payroll SUTA E-File Export

Fix EIBInterBaseError exception at startup (introduced in 3.0.3.)

Payroll Void Paycheck

Fix "EOleException qryGetOrigNet Field 'WEEK_BEGIN_DATE' not found" exception (introduced in 3.0.9.)

System Menu

Fix several memory leaks.

Fix Access Violation when logging in as a normal user after having logged in as ADMIN user and clicked System Maintenance menu.

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Build 3.0.9 - 12/23/2016

New Feature

Web Portal Export/Filing

This new submenu on the Payroll menu (currently in Beta test) will allow filing your W-2 and ACA (1094/1095C) forms through a third-party provider for a modest fee per employee. Keystone will generate the appropriate files to be uploaded to our web portal. The provider will take care of printing, mailing, emailing (optional) and electronically filing with the appropriate tax agencies. (In this release we support W-2 and California DE-9/DE-9C filing. ACA filing will be available in a future release. Also note that the web portal will not be active until 12/29.)

Enhancements

A/R Aged Trial Balance

Add user option for Division Subtotals within customer.

A/R Edit Invoiced Ticket Times
A/R Edit Open Ticket Times

Add user option to allow editing of Driver and Truck fields.

A/R Email Statements

User settings from A/R Print Statements will now be used by this option.

Payroll Print 1095-C Forms

Updated the form for 2016 changes.

Payroll Print Direct Deposit Stubs
Payroll Print Paychecks
Payroll Re-Print Direct Deposit Stubs
Payroll Re-Print Paychecks

Add ability to print "Week Begin Date" on forms (required for CA.)

Payroll SUTA E-File Export

Updated for 2017 changes (all states.)

Payroll W-2 E-File Export

Updated for 2016 changes (all states.)

Prepare Payroll

Add "Week Begin Date" (required for CA.)

Payroll Tax Library

Updated to 2017-R1a version. (Federal, FICA, CA, KY, MN, NE, OK, SC updated.)

General

The DEL key may now be used in ANY lookup dropdown to clear the current contents.

Corrections

A/R Apply Service Charges

Fix division support.

A/R Cash Posting
A/R Inquiry

Fix issue where some jobs were not appearing in the Job Id dropdown list.

A/R Cash Posting Register
A/R MTD Cash Posting Register

Fix exception when selecting by Division.

Fix Allowance Summary and Bank Deposit reports to respect the "Include Voids & Reversals" user option.

A/R Open Ticket Stack

Fix Access Violation exception when editing a ticket and using the F12 Print button to print the ticket.

A/R Product Maintenance

Fix to include G/L accounts from the "Inventory" account class in the Production In/Out G/L dropdowns.

Fix to Include G/L accounts from the "Accounts Payable" account class in the A/P Clear G/L dropdown.

A/R Ticket History Inquiry

Fix exception "cdsLookup: No index currently active" at startup.

System Menu

Fix "Quick Search" so that pressing ENTER a second time while still in the search bar will start the specified option.

Fix the License Management option on the System Maintenance menu so it is not disabled.

Application Server

Fix issue where some trucks were not appearing in truck lookup lists.

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Build 3.0.8 - 12/12/2016

New Feature

Division Support

Invoices can now be separated by division.

Invoice numbers can be assigned by division.

Division can be assigned either by plant or by customer.

Divisions are now supported by some reports, more will be added in future releases.

Enhancements

A/R Cash Posting

Only show 'BA' (Bank Account) and 'CA' (Cash-Other) G/L account classes in the Cash G/L dropdown.

A/R Cash Receipts Register
A/R MTD Cash Receipts Register

Add ability to sort/subtotal by Cash G/L account and Division subtotals.

A/R Customer Maintenance

Division can now be specified by customer (please contact support if you need this feature.)

A/R Customer Sales Analysis Report

Add MTD Sales Descending report sequence.

A/R Division Maintenance

Add default G/L accounts for A/R, Cash, Discount and Service Charge.

Add Invoice Source and Last Invoice Number fields.

A/R Ticket Maintenance

The F12 key will now print a ticket using the ticket form.

A/R Trucking Report

Add user option to select Elapsed Time format.

G/L Account Maintenance

Add account class for Cash-Other (CA).

Payroll Setup Company

Add "Override" checkbox to definitions grid.

System Form Maintenance

Add ability to preview form output.

System Menu

Show User ID along with User Name on the Add/Edit Users screen.

Payroll Tax Library

Updated to 2017-R1 version.

Corrections

A/R Invoice Job Corrections

Fix to update the Job Description and Job Class when changing the Job Id on an invoice.

A/R Invoice Register
A/R MTD Invoice Register

Fix Invoice Number gap indicator (*) overprinting the Invoice Number.

A/R Open Ticket Stack

Fix to issue warning if Customer Id and/or Product Id have been blanked out and the user presses the F2 key to accept.

A/R Product Maintenance

Fix to recalculate W/C Ratio and Yield for newly copied concrete mix products.

A/R Sales Price Exceptions Report

Remove division support since division is not assigned until invoicing time.

A/R Trucking Report

Fix Job ID field overprinting Ticket Number field.

Inventory Valuation Report

Fix "Valuations to Show" option to properly filter on-hand quantities.

Dispatch Beginning of Day

Fix to preserve Order Loads when loading office data.

Dispatch Order Maintenance

Display error message when user attempts to update order load changes while another user has ticketed the same order.

Fix order totals incorrect when Qty Ord changed on a product that uses Default Qty.

Dispatch Schedule

Fix trucks incorrectly showing as clocked out for plants that are excluded from the schedule display.

Payroll Driver Bonus Timecards

Do not generate timecards for inactive employees.

Payroll Import Timecards

Fix to support wildcards in timecard import filenames (broken in Keystone 3.0.)

Payroll Timecard Maintenance

Prevent timecards from being entered for inactive employees.

Reports

Fix Access Violation exceptions when "Treat ENTER as TAB" option is ON and selection criteria is entered.

General

Deleting a grid detail line could cause fields in other lines to be cleared (one case is Order Maintenance where deleting a product would cause the Qty Ordered of another product to be cleared.)

Fix memory leak (applies to all Keystone options) when closing the option.

Fix dropdown lists with fixed list of items do not select the highlighted item when dropped down and ENTER/TAB key pressed.

Fix issue preventing certain codes from being entered in dropdown lists.

Fix F4 Search not working properly.

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Build 3.0.7 - 11/14/2016

Corrections

Reports

When printing to PDF or EMAIL, the second and subsequent pages of non-form reports print with a very tiny font size.

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Build 3.0.6 - 11/11/2016

Enhancements

A/R Import Batch Tickets

Add OVERRIDE field specifier to force Unit Price/Unit Disc to come from batch or office regardless of the Price Method setting.

Add ability to specify a search field for TRANSLATE field specifier.

A/R Print Statements

Add user option to print job subtotals even when there is only one invoice for a job.

Inventory Valuation Report

Significant performance improvement when selecting "Assemblies only" or "Components only" options.

Dispatch Schedule

Performance improvement when refreshing data.

Performance improvements when shipping a load and when dragging/dropping trucks.

A/P Handwritten Check Entry
A/P Invoice Vouchering

Add "Vendor Name" as an optional field on the invoice grid.

Payroll Tax Library

Updated to 2016-R12 version.

Form Reports

Substantial performance improvement and reduced memory usage when previewing/printing forms with images.

Reports

Substantially reduced memory usage when printing to PDF.

Substantially reduced size of resulting PDF file.

Corrections

A/R Inquiry

Fix issue where an invoice was excluded from the list when selecting a Job Id.

A/R Print Dunning Letters

Dunning forms do not appear in the Form Id drop-down list.

Dispatch Ticket Printing

Fix "cross-ship" indicator overflow issue on ticket stub screen.

Fix "Mix on Board" and "COD/Cross-Ship/Pre-Ticket/Will-Call" indicators overlapping.

A/P Void Checks

Fix to include invoices entered using "Enter A/P Balances" on the invoice list.

Payroll Distributions to G/L

Fix exception "EOleException: Column unknown TX.POSTED_SESSION_NO" when running the report (introduced in 3.0.5.)

Payroll Timecard Maintenance

Fix exception "EListError: List Index our of Bounds (-1)" when the Warnings tab is active and the OK button is clicked.

Application Server

Fix potential bottleneck when shipping a load from the Dispatch Schedule.

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Build 3.0.5 - 11/1/2016

Enhancements

A/R Cash Posting
Enter A/R Balances
A/R Aged Trial Balance Report
A/R Discounts Offered Report
A/R Customer Invoice History Report
A/R Invoice Register
A/R Customer Sales History Report
A/R Product Sales History Report
A/R Sales Tax Report
A/R Aged Trial Balance Export

Expand A/R Invoice Number to 9 digits.

A/R Cash Receipts Register
A/R MTD Cash Receipts Register

Add "Include Voids & Reversals" checkbox to select whether or not to include cash receipts associated with void/reversal invoices.

A/P Distributions to G/L
A/R Distributions to G/L
C/M Distributions to G/L
Payroll Distributions to G/L

Support cross-company posting of G/L distributions (please contact support if you need this feature.)

Added new export format which matches default format used by G/L Import Transactions.

Peachtree export modified to consolidate transactions.

A/R Email Invoices

Add "Cutoff Date" to allow user to select how far back to look for invoice sessions.

A/R Handwritten Invoice Entry
A/R Ticket Maintenance

Add system option to prevent entry of new invoice/ticket for blocked customer (contact support if you need this feature.)

A/R Print Invoices

Display error if a tax authority with no tax localities is processed during the invoice run.

Dispatch Order Maintenance

Add "Ovr Load Size" to Loads grid to allow the load size to be overridden on a per-load basis.

Include void tickets on the History tab.

Dispatch Schedule

Add Contact and Phone # fields from the order as optional fields on the schedule grid.

C/M Activity Distributions

New option added to the C/M Month End menu. This option lists all transactions since the last time it was run, and supports cross-company posting of C/M transactions.

G/L Setup Companies

Add "Company Id" field to form to support cross-company G/L distributions (please contact support if you need this feature.)

Corrections

A/R Cash Posting Register

Fix exception "EOleException Column Unknown DV.DIVISION_NO" when selecting by division and attempting to clear the current register.

A/P Distributions to G/L
A/R Distributions to G/L
C/M Distributions to G/L
Payroll Distributions to G/L

Ensure that the transactions that are printed and posted are the same.

Prevent two users from processing the same transactions at the same time.

A/R Import Batch Tickets

Fix CSV import issue when last field of a record is blank.

Fix issue where jobs were no longer looked up by using the Batch Job Id (introduced in 3.0.3.)

A/R Ticket Maintenance
Job Price Maintenance
Quote Maintenance
Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Order Maintenance
Ticketing Ticket Printing

Fix issue preventing certain product codes from being entered.

Dispatch Ticket Printing
Ticketing Ticket Printing

Fix inability to locate custom forms setup in Form Maintenance if the form name is not all uppercase in Plant Maintenance.

Print Quotes

Fix to only show quote forms in the form dropdown list.

A/P Invoice Vouchering

Fix "Ignore All" button on the duplicate invoices warning dialog to ignore further duplicate invoices.

Payroll Print Direct Deposit Stubs
Payroll Re-Print Direct Deposit Stubs

Fix form dropdown list to include Direct Deposit stub forms.

Device Server

Reverted change from 3.0.1 which expanded some ULINK fields to 9 digits (the field expansion was NOT reverted for Keystone batch.)

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Build 3.0.4 - 10/17/2016

Enhancements

A/R Print Invoices
A/R Print Statements
A/R Reprint Invoices
Print Quotes
A/P Print Checks
A/P Reprint Checks
Payroll Print Checks
Payroll Reprint Checks
Document Imaging Document List

Remember the last form selected from run to run.

Payroll Tax Library

Updated to 2016-R11 version.

Corrections

A/R Open Ticket Stack

Fix to not allow tickets to be deleted when the "Void Deleted TIckets" option is on.

A/R Open Ticket Stack
A/R Quick Ticket Entry
A/R Ticket Maintenance

Fix exception "EDatabaseError: cdsLookup Index LOOKUP not found" at startup with no existing tickets.

A/R Prepare Remote Ticketing Data

Fix error when attempting to run the option more than once.

Dispatch Schedule

Fix to properly position to the previously focused order after refresh.

Attempt to focus the previously focused order after changing the "Show Completed Orders" option.

A/P Handwritten Check Entry
A/P Invoice Vouchering

Fix so the Default Date can be entered for a recurring batch when the "Post Voucher Trx By Invoice Date" option is on.

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Build 3.0.3 - 10/11/2016

Enhancements

Distributions to G/L

Updated Peachtree export support.

Corrections

A/R Plant Maintenance

The "Send All Mix Designs to Batch" feature will now only send active mix products.

Fix Access Violation when sending a mix design to batch that required a U/M conversion.

A/R Print Invoices

The "F9 Edit Tck" button will now be visible on the Invoice Errors screen when printing invoices (previously it was only visible after previewing invoices.)

A/R Product Maintenance

Fix issue preventing certain product codes from being entered.

Application Server

Fix issues with storing system updates in the system database.

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Build 3.0.2 - 9/23/2016

Corrections

Stand-alone Backup Utility

On some systems this option would fail with the messsage "No pooled database connections available" (introduced in 3.0.)

Application Server

The auto-calculation of the maximum number of database connections will now be saved to the application server configuration file.

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Build 3.0.1 - 9/22/2016

Enhancements

A/R Cash Posting

Change caption of the 'OK' button to 'Post' for clarity.

Remove option to post on the "Entire check has been applied" message to avoid accidental posting.

A/R Handwritten Invoice Entry

These options from "Print Invoices" will now be used when generating handwritten invoices: Print Ticket Comments, Product Totals, Print Non-taxable Total and Print Blank Line between Tickets.

A/R Plant Maintenance

Adding a new plant now requires a security code from support.

A/R Print Invoices
A/R Reprint Invoices
A/R Print Statements
A/P Print Checks
A/P Reprint Checks
Payroll Print Checks
Payroll Reprint Checks

Add ability for the user to select the form to be used.

A/R Quick Ticket Entry
A/R Ticket Maintenance

Add system option to require "Truck Id" to be entered. Please contact support if you need this feature.

A/R Reprint Invoices

Remove the previous small dialog that popped up at startup to select the invoice form (now on the main form like Print Invoices.)

A/R Aggregate Costs Report
A/R Comparative Customer Sales Report
A/R Customer Sales by Job Report
A/R Customer Sales by Product Report
A/R Customer Sales History Report
A/R Customer Sales Report
A/R Daily Plant Sales Report
A/R Product Sales by Customer Report
A/R Product Sales History Report
A/R Product Sales Report
A/R Sales Costs Report
A/R Summary Sales Report

Add run-time option to include commas in quantity and dollar amounts.

Dispatch Export Tickets to Accounting

The "Separate By" setting will be maintained from run to run.

Ticketing Order Maintenance

Add "Last Delv" (last delivery date) at bottom-right corner of the form on orders that have been shipped.

A/P Print Checks

Add support for "check-only" form which can print more than one check per page.

Calculate Payroll

The ISWEEK definition suffix (payroll formula) has been enhanced to work for all definition types (previously this worked only for deductions.)

Payroll Employee Maintenance

Significant performance improvement when adding a new employee.

Payroll Setup Company

The "Week 1" through "Week 9" checkboxes are now visible for categories on the "Net Pay" tab.

Payroll Tax Library

Updated to 2016-R10 version.

System Option Maintenance

The F2 key now activates the "Accept" button.

Device Server

The following Universal Link fields now support 9 significant digits: Ticket Subtotal, Ticket Tax Total, Order Balance, Product Qty Sold, Product Unit Price, Product Extended Price, Product Order Qty and Product Cumulative Qty.

Corrections

A/R Job Price Maintenance

Fix issue where once a customer with no jobs was selected, changing to another customer would not call up that customer's list of jobs. (This also affected Quote Maintenance and Order Maintenance.)

A/R Open Ticket Stack

Eliminate 'You must enter a Customer Id' message at startup when both Cust Id and Plant Id columns have been hidden.

A/R Ticket History Inquiry

Fix exceptions when adjusting history dates.

A/R Ticket Maintenance

Fix exception "Access Violation" when using the document imaging preview feature.

Fix batch weights display when ticket numbers are re-used. Now the system will look at batch weights only within +/- 30 days of the ticket date.

Dispatch Order Maintenance

Fix to allow the description to be typed into the "Order Color" field (broken in 3.0.0.)

Dispatch Void Ticket
Ticketing Void Ticket

Do not show Ticket Total if the ticket was not priced when printed.

Print Quotes

Fix to use proper printer settings when a different form is selected.

Quote Maintenance

If the quote is marked non-taxable, the Tax Code for new products will be set according to the quote's tax exempt code.

C/M Transaction Entry

Fix exception "cdsDetail: Dataset not in insert or edit mode" when creating a new recurring batch for an account with no Balance Forward transaction.

Payroll Employee Maintenance

After entering an Employee Id the first edit control on the tab will now be focused.

Device Aggregator

When checking for existing batch weights on a ticket, only batch weights within +/- 30 days will be checked.

Keystone PDF Viewer

Fix to launch properly on all versions of Windows when there is no PDF viewer installed.

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Build 3.0 - 9/6/2016

New Features

New System Requirements

This version of Keystone requires Windows 7, Windows Server 2008 or higher to run.

This version of Keystone requires InterBase XE or higher to run.

KSheets

KSheets is an "Excel-like" spreadsheet built into Keystone. It contains many of the frequently used features of Microsoft Excel. We will enhance KSheets in future releases to add Keystone-specific formula functions.

Keystone PDF Viewer

Keystone now includes a built-in PDF viewer. When generating a PDF report, the Keystone PDF Viewer will be automatically started if there is no PDF viewer installed on the user's PC.

Enhancements

A/R Customer Maintenance

Support CC/Prepay for charge customers.

A/R Edit Open Ticket Times
Edit Dispatch Ticket Times

The ticket Elapsed Time now appears on the grid and is recalculated when the Batch Start and/or Return Plant fields are changed.

A/R Print Invoices
A/R Reprint Invoices

The customer's "Tax Id" field can now be printed on the invoice form. Contact support if you need this feature.

A/R Print Statements

The customer's "Tax Id", "User 1" and "User 2" fields can now be printed on the statement form. Contact support if you need this feature.

Job Profit Report

New name of former 'Product Cost Report by Job'.

Add "Modern" report format.

Add "Summary by Line" layout.

Dispatch Driver Hours Report

Add Clock-In date/time to report sequence.

Dispatch Order Maintenance

Add "C.O.D" indicator at top of screen for Cash/COD customers.

Add "Blocked" indicator at top of screen for Blocked/Bad Debt customers.

Prevent adding an order for Blocked/Bad Debt customers.

The COD warning message will no longer appear by default when adding an order for a COD customer. Please contact support if you need this message to appear.

The "Avail Cr" field will now be hidden for charge customers.

Add ability to view orders for Blocked/Bad Debt customers.

Dispatch Schedule

Indicate "Prepay" in the "Next" schedule grid column for charge customers set up as "CC/Prepay."

Dispatch Ticket Printing
Ticketing Ticket Printing

The COD warning message will no longer appear by default when ticketing a COD customer. Please contact support if you need this message to appear.

Dispatch Ticket Printing

Support CC/Prepay for charge customers.

Display 'C.O.D' on ticket stub screen for Cash/COD customers.

Payroll 1095-C E-File Export

Add support for Corrections filing.

Payroll ACH Export

Add ability to support customer-specific export formats. Please contact support if you need this feature.

Payroll Tax Library

Updated to 2016-R9a version.

Distributions to G/L

Add initial support for Peachtree export.

DataScope

Add ability to export to 'XLSX' format.

System Menu

Add Back, Next and Home buttons above the Keystone help browser window.

The previous "quick launch" feature has been replaced with the new "menu search bar." You can start typing the name of any Keystone menu option (including custom reports and exports) to quickly select and launch that option.

Application Server

Database connection pooling is now enabled by default. This should result in faster start-up times for Keystone options.

Device Aggregator

Add ability to force order GPS location from GPS system when an On Job, Begin Pour or End Pour status is received.

REST Server

New version which communicates directly with database for improved performance.

Corrections

A/R Plant Maintenance

When a plant is added, changed or deleted, the Plant Id drop-down lists in Dispatch and Ticketing will be updated.

Dispatch Order Maintenance

Fix drop-down list to position to the previous line's product when opened.

Disable the '+' button next to the Order Id field if the current customer's credit status is Blocked or Bad Debt.

Eliminate message 'You must enter an Order Id' when starting Quick Order from the Dispatch Schedule.

The credit status indicator will now be reset each time that Quick Order is selected from the Dispatch Schedule.

The credit status indicator and '+' button will now be updated each time the Customer Id is changed.

Dispatch Schedule

Fix schedule plant filtering when using Dispatch Plant Groups.

Dispatch Ticket Printing
Ticketing Ticket Printing

Fix group box border on ticket stub screen (cosmetic.)

The Plant Id field on the ticket stub screen will now be disabled if the system option "AllowPlantChange" is not set.

Dispatch Truck Demand Graph

Fix exception "EConvertError:  is not a valid time" when clicking on a bar in the graph.

Ticketing Order Maintenance

Fix exception "cdsQuotedJobProducts" Field PRODUCT_CODE not found' at startup.

Payroll SUTA E-File Export

Fix state records for PA to use State SUTA Gross amount.

DataScope

Fix to expand all groups whenever the field layout is changed.

Fix custom subtotal columns to properly handle NULL values.

Keystone F/X

Fix to properly include the last row when creating tables.

System Menu

Fix "hang" issue when the menu is closed while the Dispatch Schedule is opened.

Device Aggregator

Ignore duplicate device configurations across companies.

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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