Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
<p></p>
+
==Build 4.7.10 - 1/3/2025==
−
<p><b>IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.</b></p>
 
  
−
==Build 4.1.4 - 4/1/2022==
+
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2025-R1c (LA state.)'''
  
−
===Dispatch Module===
+
==Build 4.7.9 - 12/28/2024==
  
−
Edit Ticket Times
+
===Payroll Module===
−
:'''Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.'''
 
−
:'''Add Truck/Driver fields to grid (read only).'''
 
−
:'''Add ability to show/hide grid columns.'''
 
  
−
Order List
+
Tax Library
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
+
:'''Updated to version 2025-R1b (MT, NC, VT states.)'''
  
−
Order Maintenance
+
==Build 4.7.8 - 12/23/2024==
−
:'''Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)'''
 
−
:'''Add Override Time column to Loads tab.'''
 
−
:When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.
 
−
:'''Add system option to allow editing of closed orders (contact support if you need this.)'''
 
−
:'''Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)'''
 
−
:Do not generate Product Deleted order event(s) when deleting an order.
 
−
:Fix exception "Cannot delete orders with events" when deleting a copied order.
 
  
−
Reprint Tickets
+
===Payroll Module===
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
  
−
Schedule
+
Tax Library
−
:'''Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.'''
+
:'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)'''
−
:'''Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)'''
 
−
:'''After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.'''
 
−
:'''Add "View Order" option to Order right-click menu.'''
 
−
:'''Lock order while load shipping is in progress. (This is an optional feature, please contact support.)'''
 
  
−
Ticket Printing
+
==Build 4.7.7 - 12/13/2024==
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 
  
−
Void Tickets
+
===Payroll Module===
−
:When voiding a ticket, move down certain load fields to the next load.
 
  
−
===Ticketing Module===
+
Tax Library
 +
:'''Updated to version 2025-R1 (Federal-preliminary.)'''
 +
 
 +
==Build 4.7.6 - 12/3/2024==
  
−
Order List
+
===Dispatch Module===
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
−
Ticket Printing
+
Order Maintenance
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
+
:'''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.'''
  
−
===Accounts Receivable Module===
+
===Ticketing Module===
  
−
A/R Inquiry<BR>
+
Order Maintenance
−
Cash Posting
+
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
−
:Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.
 
  
−
Cash Posting Register<BR>
+
===Accounts Receivable Module===
−
MTD Cash Posting Register
 
−
:'''Add "Include Payment Portal Info" checkbox.'''
 
  
−
Job Names List
+
Credit Card Pre-Approval
−
:Fix report layout to more closely match the old version (single line per job.)
+
:'''Add "Comment" grid column.'''
  
 +
Customer Maintenance<BR>
 
Job Price Maintenance
 
Job Price Maintenance
−
:Set conditions based on plant type correctly when Plant No. changed.
+
:'''Add "Auto Hold Tck" checkbox.'''
  
−
Open Ticket Stack
+
Customer Maintenance
−
:Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.
+
:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''
−
:'''Add "Ship To 1" and "Delv Inst 1" as optional grid fields.'''
+
 
 +
Import Tickets
 +
:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''
  
−
Pre-Billing Audit List
+
Job Price Maintenance
−
:Add "Tax Authority" to Report Sequence options where appropriate.
+
: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.'''
  
−
Product Sales History Report
+
===Inventory Module===
−
:Widen Qty Sold and Ext Price totals.
 
  
−
Reprint Tickets
+
On Order Maintenance
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
+
:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
  
 
===Quote Module===
 
===Quote Module===
  
−
Print Quotes
+
Quote Maintenance
−
:Fix U/M total line (correction to 4.1.0.2 fix.)
+
:'''Generate unique File # when adding a new quote.'''
 +
:'''Show "File #" on screen (if quote has a File #.)'''
 +
:'''Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.'''
 +
:Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
 +
:'''When booking a job, copy the "File #" field from the quote to the new job.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry
+
Federal & State 1099 Export
−
:Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.
+
:'''No changes for 2024 (ready for 2024 e-filing.)'''
−
:Fix Use Tax G/L transaction to use Invoice Date as the transaction date.
 
  
 
===Purchase Order Module===
 
===Purchase Order Module===
  
−
Print Purchase Orders
+
P.O. Receipt Maintenance
−
:Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.
+
:Fix EAccessViolation exception when deleting a receipt.
 +
 
 +
===General Ledger Module===
 +
 
 +
Import Payroll Transactions
 +
:Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
 +
:Fix summarization logic for C/M impound, invoice and other transactions to process each record.
 +
:When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
 +
:'''Add system options for Earn and Other G/L Item Categories.'''
 +
:'''Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)'''
 +
:Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Calculate Payroll
+
ACA 1094/1095 Export
−
:When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.
+
:'''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===
  
−
Employee Summary Report
+
DataScope<BR>
−
:'''Add Active/Inactive employee selection.'''
+
Query Export
 +
:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''
  
−
Setup Formulas
+
PDF Viewer
−
:'''Add "Tax Code" and "Tax Parameter" columns to Factors grid.'''
+
:'''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
 
Tax Library
−
:'''Updated to 2022-R4 version.'''
+
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
  
−
===Cash Management Module===
+
==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.
  
−
Statement Reconciliation
+
Schedule
−
:Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.
+
:Move "View Order" button to bottom-most position on the Order popup dialog.
−
:'''Add "PP Ref No" column to the Deposit History dialog.'''
 
  
−
===General===
+
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
−
Batch Maintenance
+
===Ticketing Module===
−
:Eliminate EDBClient exception when deleting a batch with more than one item.
 
  
−
Company Restore
+
Order Maintenance
−
:When restoring from a cloud backup, do not include DOC and SYS database backups.
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:When restoring from a cloud backup, only include backups for the current company.
+
: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.
  
−
File Maintenance
+
Ticket Maintenance<BR>
−
:Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.
+
Ticket Printing
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
−
Reports
+
===Accounts Receivable Module===
−
:Force uppercase on string selection fields.
 
  
−
System Form Maintenance
+
Customer Maintenance
−
:'''When previewing form, show all copies if the form contains a COPIES parameter greater than 1.'''
+
:'''Add "Web Orders" checkbox to Contacts grid.'''
  
−
System Menu
+
Import Tickets
−
:'''Add "Release Locked Orders" option to System Maintenance->Utilities menu.'''
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:'''Add ability to print Keystone News (web browser) contents.'''
 
−
:'''Add "Order Complete Notification" option to Dispatch Utilities menu.'''
 
  
−
Windows Client
+
Job Price Maintenance
−
:When setting up REST client, use only TLS protocol for secure (https) connections.
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.
 
  
−
===Services===
+
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.'''
  
−
Application Server
+
Print Invoices<BR>
−
:Partially reverted 4.0.0.1 change for At Plant status:  When an active load status (begin load thru arrive plant) is received from a device for a truck that is not currently on an active load, change the status to Travel.
+
Re-Print Invoices
−
:'''Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.'''
+
:'''Add ability to print Order Contact and Phone Number on invoice.'''
  
−
Device Server
+
Ticket Maintenance
−
:'''When sending mix design to ULINK, send field #42 (metric weights.)'''
+
: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.'''
  
−
Keystone REST Server (KServer)
+
===Quote Module===
−
:'''Add support for "setparamdefer" on query fields.'''
 
−
:'''Add handling for CRUD update field values (old and new.)'''
 
−
:Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.
 
−
:Keystone Online Customer Portal API: Improvements to order request endpoints.
 
−
:Windows Client Dispatch Methods API: Add VoidLoadBringdown method.
 
−
:Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.
 
  
−
==Build 4.1.3 - 2/2/2022==
+
Print Quotes
 +
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Federal & State 1099 Export
+
A/P Inquiry
−
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
+
:'''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===
 
===Payroll Module===
  
−
Adjust Definition Balances
+
Tax Library
−
:'''Allow import for any definition.'''
+
:'''Updated to version 2024-R11a.'''
−
:'''Allow import of transaction adjustment amount and factor values.'''
 
  
−
Tax Library
+
Timecard Maintenance
−
:'''Updated to 2022-R2a version (MS state.)'''
+
:Fix EAccessViolation exception when deleting a paycheck.
  
 
===General===
 
===General===
  
−
System Menu
+
DataScope<BR>
−
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
+
Query Export
 +
:Take user roles into account when filtering the query list by module.
 +
 
 +
System Option Maintenance
 +
:'''Add "Import Payroll Options" section to G/L options.'''
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
+
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
+
: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==
  
−
Device Aggregator
+
===Payroll Module===
−
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
+
 
−
:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
+
Tax Library
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
+
:'''Updated to version 2024-R11 (IN counties.)'''
−
:When sending batch results to notification devices, do not send additional waters as ingredients.
+
 
 +
===General===
  
−
Device Server
+
System Map
−
:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
+
:Fix issue where an empty white screen appears when viewing the map.
−
:'''New layout for batch results when sending batch weights notification email.'''
 
−
:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
 
−
:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
 
−
:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
 
−
:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
 
−
:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
 
−
:Eliminate memory leak on shutdown.
 
−
:Eliminate memory leak for status devices.
 
−
:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)
 
  
−
Keystone REST Server (KServer)
+
System Menu
−
:Fix Div() function to properly handle divide by zero.
+
: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 4.1.2 - 1/14/2022==
+
==Build 4.7.2 - 10/11/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
+
 
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
+
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.'''
  
−
System Map
+
Order Stack
−
:Fix issue where map would not start for some customers.
+
:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Email Invoices
+
A/R Inquiry<BR>
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
+
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.'''
  
−
Plant Maintenance
+
Customer Maintenance
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
+
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
  
−
Setup Pending Prices
+
Import Tickets
−
:Greatly improved performance when calculating price changes.
+
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
−
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
 
−
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
 
  
−
Void Invoice
+
Prepare Remote Ticketing Data
−
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
+
:'''Add client-side log messages.'''
−
:'''Reset the Ticket Option to Open after each Void process.'''
+
 
 +
Print Invoices
 +
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
 +
 
 +
Sales Tax Report
 +
:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
 +
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.
 +
 
 +
===Quote Module===
 +
 
 +
Prospect Maintenance<BR>
 +
Quote Maintenance
 +
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Print 1099 Forms
+
Vendor Maintenance
−
:Fixed 1099-NEC form starting line for second and third forms.
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:Removed 2020 warning message.
 
  
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Import Transactions
+
Batch List
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
+
:'''Print transaction second description line if present.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Print W-2 Forms<BR>
+
Tax Library
−
Print W-3 Form
+
:'''Updated to version 2024-R10.'''
−
:Removed 2020 warning message.
 
  
−
Tax Library
+
===General===
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
+
 
 +
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.
  
−
===Quote Module===
+
Customer Maintenance
 +
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
  
−
Quote Maintenance
+
Re-Print Tickets
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
+
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
  
 
===General===
 
===General===
  
−
Automatic Backup
+
Company Database
−
:By default the automatic backup will now prompt the user before doing the backup.
+
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
  
−
Setup
+
Reports
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
+
: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 4.1.1 - 1/7/2022==
+
==Build 4.7 - 8/30/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
 +
 +
Edit Ticket Times
 +
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
 +
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 +
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
 +
 +
Order Maintenance
 +
:'''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
 
Print Orders
−
:'''Add ability to print Usage Description field on form.'''
+
:'''Add handling for "mix multiplier" auto qty products.'''
  
 +
Re-Print Tickets<BR>
 
Ticket Printing
 
Ticket Printing
−
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
+
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
−
:'''Add ability to print the Plant Phone Number on tickets.'''
+
:'''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.
  
−
===Ticketing Module===
+
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
 
Ticket Printing
−
:'''Add ability to print the Plant Phone Number on tickets.'''
+
:'''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.)
  
−
===Quote Module===
+
Truck Demand Graph
 +
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
  
−
Print Quotes
+
===Ticketing Module===
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
 
  
−
===Payroll 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.
  
−
Payroll Tax Library
+
Order Stack
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
+
:'''Add "Qty Ord" as an optional grid field.'''
  
−
Prepare Payroll
+
Re-Print Tickets<BR>
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
+
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.'''
  
−
===General===
+
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.
  
−
Document Viewer
+
Ticket Printing
−
:Add handling for multi-page PDF documents.
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
  
−
Keystone Map
+
===Accounts Receivable Module===
−
:Fix map startup issue (endless loop during map initialization.)
 
−
:Eliminate double plot of calculated route.
 
  
−
System Menu
+
A/R Inquiry
−
:'''When user is deleted, ask to delete associated system options.'''
+
:'''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.
  
−
===Services===
+
Comparative Customer Sales Report
 +
:'''Add product class selection.'''
  
−
Application Server
+
Customer Maintenance
−
:Do not send dispatch events to notification devices for a voided load.
+
: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.
  
−
Device Server
+
Customer Price Maintenance
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
+
:Show only those events related to customer prices.
  
−
Keystone REST Server (KServer)
+
Edit Ticket Times
−
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
+
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
+
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
−
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
+
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
  
−
==Build 4.1 - 12/28/2021==
+
Import Tickets
 +
:Handle exceptions when calculating sales tax during ticket import.
  
−
===Important Note===
+
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.)'''
  
−
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
+
Print Invoices
 +
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
  
−
===Accounts Receivable Module===
+
Print Statements
 +
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
  
−
Customer Maintenance
+
Product Maintenance
−
:'''Add "Invoice Tkt Images" checkbox.'''
+
: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.
  
−
Email Invoices<BR>
+
Product Sales by Customer Report<BR>
−
Print Invoices<BR>
+
Product Sales Report
−
Reprint Invoices
+
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
  
−
Job Price Maintenance
+
Re-Print Tickets
−
:'''Add "Job Mix Year" to DOT tab.'''
+
:'''Add ability to print the 8 load time source fields on tickets.'''
  
−
Plant Maintenance
+
Sales Tax Rate Maintenance
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
+
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
  
−
===Quote Module===
+
Ticket Inquiry
 +
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
  
−
Quote Maintenance
+
Ticket Maintenance
−
:'''Add "Job Mix Year" to DOT tab.'''
+
:'''Use job/customer specific ticket form when printing ticket if specified.'''
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
1099 State Maintenance
+
Import Invoices
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
+
:Set the payment method for imported invoices from the vendor.
  
−
Federal & State 1099 Export
+
Re-Print ACH Stubs<BR>
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
+
Re-Print Checks
−
:'''Support multiple different 1099 forms per vendor.'''
+
:'''Add Division selection.'''
  
−
Handwritten Check Entry<BR>
+
Vendor Maintenance
−
Invoice Vouchering
+
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
===Cash Management Module===
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
Statement Reconciliation
−
:'''Add "1099 State" field to detail report.'''
+
: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.
  
−
Vendor Maintenance
+
===Payroll Module===
−
:'''Add "1099 Amounts" tab.'''
+
 
−
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
+
Tax Library
 +
:'''Updated to version 2024-R9.'''
  
−
Void Invoice
+
===Services===
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
  
−
Web Portal Export/Filing
+
Application Server
−
:'''New submenu added to the A/P menu.''''
+
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
  
−
===Payroll Module===
+
Device Aggregator
 +
:Do not record batch results if there are no batch results present from the batch device.
  
−
ACA 1094/1095 Export
+
Device Server
−
:'''Updated for 2021.'''
+
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
  
−
Calculate Payroll
+
Keystone REST Server (KServer)
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
+
:'''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.
  
−
Company Maintenance
+
===General===
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
  
−
Employee Maintenance
+
Setup
−
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
+
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
−
:'''ACA Plan Start Month is now required (as of 2020.)'''
 
  
−
Federal & State W-2 Export
+
System Option Maintenance
−
:'''Updated for 2021.'''
+
:'''Add search window to help locate system options.'''
  
−
Payroll Tax Library
+
----
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
[[Release Notes for Keystone 4.6.x]]
−
:This option has been removed from the Payroll Year End menu.
 
  
−
Timecard Maintenance
+
[[Release Notes for Keystone 4.5.x]]
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
−
===Services===
+
[[Release Notes for Keystone 4.4.x]]
  
−
Device Aggregator
+
[[Release Notes for Keystone 4.3.x]]
−
:'''Add Test Mode parameter for truck status processing.'''
 
  
−
Device Server
+
[[Release Notes for Keystone 4.2.x]]
−
:'''Add Test Mode parameter for truck status processing.'''
 
−
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
  
−
----
+
[[Release Notes for Keystone 4.1.x]]
  
 
[[Release Notes for Keystone 4.0.x]]
 
[[Release Notes for Keystone 4.0.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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