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 4.2.6 - 8/22/2022==
+
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2025-R1c (LA state.)'''
 +
 
 +
==Build 4.7.9 - 12/28/2024==
  
 
===Payroll Module===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to 2022-R9 version.'''
+
:'''Updated to version 2025-R1b (MT, NC, VT states.)'''
  
−
===General===
+
==Build 4.7.8 - 12/23/2024==
 +
 
 +
===Payroll Module===
 +
 
 +
Tax Library
 +
:'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)'''
  
−
Reports
+
==Build 4.7.7 - 12/13/2024==
−
:Resolve issue where "Print to PDF" would not work properly when clicking the F12 Print button on the preview window (introduced in 4.2.4.6.)
 
  
−
==Build 4.2.5 - 8/10/2022==
+
===Payroll Module===
  
−
===Dispatch Module===
+
Tax Library
 +
:'''Updated to version 2025-R1 (Federal-preliminary.)'''
  
−
Ticket Printing
+
==Build 4.7.6 - 12/3/2024==
−
:'''Add "Clear" button to the right of the Qty On Board field of the ticket stub screen.'''
 
−
:'''Add additional DOT-specific fields to support HaulHub.'''
 
  
−
Truck Demand Graph
+
===Dispatch Module===
−
:Fix graph shows no results when one or more loads have a NULL plant number.
 
  
−
===Accounts Receivable 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.'''
  
−
Customer Maintenance
+
===Ticketing Module===
−
:'''Add Products tab to setup list of products that this customer is restricted to.'''
 
−
:'''Add DOT tab.'''
 
−
:Remove "Default Job Id" field (introduced in 4.2.1.3.)
 
  
−
Customer Price Maintenance
+
Order Maintenance
−
:'''Add Pending Price and Pending Date fields to price grid.'''
+
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
  
−
Email Invoices
+
===Accounts Receivable Module===
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Email Orders
+
Credit Card Pre-Approval
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
:'''Add "Comment" grid column.'''
  
−
Email Statements
+
Customer Maintenance<BR>
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
Job Price Maintenance
 +
:'''Add "Auto Hold Tck" checkbox.'''
  
−
Group Price Maintenance
+
Customer Maintenance
−
:'''Add Pending Price and Pending Date fields to price grid.'''
+
:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''
  
 
Import Tickets
 
Import Tickets
−
:'''Add support for importing tab-delimited text files.'''
+
:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''
  
 
Job Price Maintenance
 
Job Price Maintenance
−
:'''Add Pending Price and Pending Date fields to detail grid.'''
+
: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.'''
  
−
Plant Maintenance
+
===Inventory Module===
−
:'''Add new fields to DOT tab.'''
 
  
−
Print Statements
+
On Order Maintenance
−
:Fix transaction statement type to respect the "Print Zero Balance Customers", "Print Paid Invoices" and "Print Cleared Invoices Since" options.
+
:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
−
:'''Save "Print Void Invoices" checkbox on Setup tab from run to run.'''
+
 
 +
===Quote Module===
  
−
Product Maintenance
+
Quote Maintenance
−
:'''Add Pending Price and Pending Date fields to header area.'''
+
:'''Generate unique File # when adding a new quote.'''
−
:'''Add Customers tab to setup list of customers that this product is restricted to.'''
+
:'''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.'''
  
−
Reprint Tickets
+
===Accounts Payable Module===
−
:'''Add "Invoice Number" and "Invoice Date" selection for invoiced tickets.'''
 
−
:Fix "Customer Class" selection not working.
 
  
−
Setup Pending Prices
+
Federal & State 1099 Export
−
:Update Last Change Date/Time and User in job detail when job prices changed.
+
:'''No changes for 2024 (ready for 2024 e-filing.)'''
−
:Update Last Change Date/Time and User in quote detail when quote prices changed.
 
−
:'''Add PEND_COMMIT_SESSION field to record session number where price changes are committed permanently.'''
 
−
:'''Add PEND_LAST_CHANGE and PEND_LAST_USER fields to record the last change date/time and user whenever a pending price is added/changed.'''
 
−
:'''When displaying the prices in the grid, show prices that have existing pending dates at the top of the list.'''
 
−
:'''Change caption on Post button to "Commit Permanently" and color the button red.'''
 
−
:'''Add warning about unbilled tickets to the Commit Permanently button message.'''
 
−
:When a pending price is manually entered, set the pending price date.
 
−
:When a pending price is manually cleared, clear the pending price date.
 
  
−
Truck Maintenance
+
===Purchase Order Module===
−
:'''Add DOT tab.'''
 
  
−
===Quote Module===
+
P.O. Receipt Maintenance
 +
:Fix EAccessViolation exception when deleting a receipt.
 +
 
 +
===General Ledger Module===
  
−
Quote Maintenance
+
Import Payroll Transactions
−
:'''Add "Last Changed" and "Changed By" columns to Products grid.'''
+
: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.
−
:'''Add Pending Price and Pending Date fields to detail grid.'''
+
: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===
  
−
Email Direct Deposit Stubs
+
ACA 1094/1095 Export
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
:'''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
 
Tax Library
−
:'''Upgraded to version 2022-R8b.'''
+
:'''Updated to version 2024-R12b (KY, ME, MI states.)'''
  
 
===General===
 
===General===
 +
 +
DataScope<BR>
 +
Query Export
 +
:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''
 +
 +
PDF Viewer
 +
:'''Save/restore form state, size and position from run to run.'''
 +
:'''Show currently loaded PDF filename in form caption.'''
  
 
System Menu
 
System Menu
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
:'''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
 
System Option Maintenance
−
:'''Add "Printer Type Map" option to SYSTEM section.'''
+
:'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.'''
−
 
 
−
Reports
 
−
:'''Add generic printer type to session log when printing report.'''
 
−
:Fix issue with checklist selection criteria showing extra items when item descriptions contain semicolons.
 
−
:Add "message-id" header to SMTP mail message when emailing report to solve Google Mail issues.
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
Keystone REST Server (KServer)
−
:'''Add additional DOT-specific fields to support HaulHub.'''
+
:'''Online Dashboard API: New API added to support Python dashboard.'''
−
:'''When validating batch weights, calculate the theoretical weight for each ingredient to support HaulHub.'''
+
: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.
  
−
Device Aggregator
+
==Build 4.7.5 - 11/9/2024==
−
:'''Add additional batch weight fields to support HaulHub when processing batch results.'''
 
  
−
Device Server
+
===Payroll Module===
−
:'''Completed implementation of HaulHub batch weight notification device.'''
 
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
KServer
+
Tax Library
−
:Online Customer Portal API: Modify OrderRequest endpoint to replace delvDt field with delvDtStart and delvDTEnd fields.
+
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
−
:'''Windows Client AR API: Add "qryDOT" query to rdmARCustomer/cdsMaster endpoint.'''
 
  
−
==Build 4.2.4 - 7/18/2022==
+
==Build 4.7.4 - 11/1/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
 +
 +
Mix Design Maintenance
 +
:Filter product lookup to include only Mix type products.
  
 
Order Maintenance
 
Order Maintenance
−
:When using View Order function from Schedule, change caption of Order Maintenance window to "View Dispatch Order."
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:Don't display warning messages when closing View Order.
+
: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<BR>
 +
Ticket Printing
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
 
 +
===Ticketing Module===
 +
 
 +
Order Maintenance
 +
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
:Prevent new orders from being added for inactive customers.
 +
 
 +
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Reprint Tickets
+
Customer Maintenance
−
:Fix exception "EFOpenError: Could not open the form file" when checking the "Use Form COPIES" checkbox.
+
:'''Add "Web Orders" checkbox to Contacts grid.'''
 +
 
 +
Import Tickets
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
 
 +
Job Price Maintenance
 +
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 +
 
 +
Open Ticket Stack
 +
:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
 +
:'''Require a Void Reason when a ticket is voided.'''
 +
 
 +
Print Invoices<BR>
 +
Re-Print Invoices
 +
:'''Add ability to print Order Contact and Phone Number on invoice.'''
 +
 
 +
Ticket Maintenance
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
 +
:'''Require a Void Reason when a ticket is voided.'''
 +
 
 +
===Quote Module===
 +
 
 +
Print Quotes
 +
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
 +
 
 +
===Accounts Payable Module===
 +
 
 +
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===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to 2022-R8 version.'''
+
:'''Updated to version 2024-R11a.'''
 +
 
 +
Timecard Maintenance
 +
:Fix EAccessViolation exception when deleting a paycheck.
  
 
===General===
 
===General===
  
−
File Maintenance
+
DataScope<BR>
−
:Reset ViewOnlyMode when main form closes.
+
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===
  
−
Device Aggregator
+
Application Server
−
:When a new client subscribes to a scale, it will now immediately return the last received weight from that scale (it won't wait until the scale weight changes.)
+
: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.
  
−
Keystone REST Server (KServer)
+
Device Server
−
:'''Dispatch API v2: Add "JobLot" and "JobBlock" fields to Order object in ScheduleOrderLoads endpoint.'''
+
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
−
:'''FX API: Add "battolldsz" endpoint.'''
 
−
:FX API: Fix "battol" endpoint to return one record per day.
 
  
−
==Build 4.2.3 - 6/9/2022==
+
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.
  
−
===Accounts Receivable Module===
+
==Build 4.7.3 - 10/17/2024==
  
−
Print Statements
+
===Payroll Module===
−
:'''Add new "Transaction" statement type (contact support if you need this.)'''
 
  
−
===Purchase Order Module===
+
Tax Library
 +
:'''Updated to version 2024-R11 (IN counties.)'''
  
−
Print Purchase Orders
+
===General===
−
:'''Add ability to print extended backordered amount (per line item) and backordered total (contact support if you need this.)'''
 
  
−
===Services===
+
System Map
 +
:Fix issue where an empty white screen appears when viewing the map.
  
−
Device Aggregator
+
System Menu
−
:Add additional diagnostic information when processing batch results.
+
:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
  
−
Keystone REST Server (KServer)
+
==Build 4.7.2 - 10/11/2024==
−
:'''FX API: Add "battol" endpoint.'''
 
−
:Windows Client Quote Lookup API: Slight performance improvement to rdmQTQuote/cdsKey endpoint.
 
  
−
==Build 4.2.2 - 5/23/2022==
+
===Dispatch Module===
  
−
===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.'''
  
−
Cash Payment Entry
+
Schedule
−
:'''Add support for "Plant/Order" plant tax authority method.'''
+
: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.)'''
  
−
Order Maintenance
+
Ticket Printing
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
−
:When copying an order, do not copy these fields: LOCK_SESSION_NO, OC_EMAIL_STATUS and CC_REJECT_COUNT.
+
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
 
Order Stack
 
Order Stack
−
:Fixed order Delivery Date column to include day of week (introduced in 4.0.)
+
: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.
−
:Changed order lookback default date to 3 months ago (was 1 month previously.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Cash Posting
+
A/R Inquiry<BR>
−
:Force Check Number to uppercase.
+
Cash Posting<BR>
−
 
+
Customer Maintenance<BR>
 
Job Price Maintenance
 
Job Price Maintenance
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
Open Ticket Stack
+
Customer Maintenance
−
:Fix exception "EDatabaseError: cdsDocIdx_Link Field 'DOC_ID' not found".
+
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
−
:Fix Access Violation exceptions when putting individual tickets on hold.
 
−
:Keep all edited tickets visible on the grid until changes are saved/cancelled regardless of filter settings.
 
−
:Do not apply changes when Hold column double-clicked.
 
−
:Slight performance improvement when no ticket filters have been applied.
 
−
:Ignore double-click on Hold column (treat as single-click.)
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Plant Maintenance
+
Import Tickets
−
:'''Add "Plant/Order" Tax Authority method option.'''
+
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
  
−
Quick Ticket Entry
+
Prepare Remote Ticketing Data
−
:'''Add support for "Plant/Order" plant tax authority method.'''
+
:'''Add client-side log messages.'''
  
−
Ticket Maintenance
+
Print Invoices
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
===Inventory Module===
+
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.
−
Valuation Report
+
: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.
−
:Obtain standard cost from product transactions.
 
  
 
===Quote Module===
 
===Quote Module===
  
 +
Prospect Maintenance<BR>
 
Quote Maintenance
 
Quote Maintenance
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:'''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===
  
−
Invoice Vouchering
+
Vendor Maintenance
−
:Fix exception "EDatabaseError: cdsDetail Dataset not in edit or insert mode".
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
===Purchase Order Module===
+
===General Ledger Module===
  
−
Purchase Order Maintenance
+
Batch List
−
:'''When emailing a P.O., add ability to select vendor purchasing contacts from a dropdown list.'''
+
:'''Print transaction second description line if present.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Payroll Tax Library
+
Tax Library
−
:'''Updated to 2022-R6a version (AL, OK, UT states.)'''
+
:'''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.
  
−
===Cash Management Module===
+
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.)'''
  
−
Bank Account Maintenance
+
Re-Print Tickets
−
:Fix disrepancy between Current Balance and Statement Reconciliation Curent Balance.
+
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
  
 
===General===
 
===General===
  
 
Company Database
 
Company Database
−
:'''Upgraded to version 21.15.'''
+
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
  
 
Reports
 
Reports
−
:Log selected printer name in session log when printing report.
+
:Some reports were not respecting the default font/bold printer options.
−
:Eliminate exception when closing the report after cancelling the query.
 
−
 
 
−
Windows Client
 
−
:'''Updated DevExpress library to version 20.2.14.'''
 
  
 
===Services===
 
===Services===
−
 
−
Device Server
 
−
:'''Add support for Digital Fleet status interface.'''
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Keystone Online Customer Portal API: Change CustomerInvoices endpoint to include original invoice amount (DebitAmt) and current discounted invoice balance (InvoiceBal.)
+
:'''Add "FormatCurr" function.'''
−
:Version API: Fix "cachegc" endpoint so that garbage collect procedure actually runs.
+
:Fix "StringReplace" function to handle NULL string parameters correctly.
−
:Windows Client A/R API: Modify rdmARProduct/cdsQuotedJobProducts to add "process_parent_jobs" and "process_restricted" parameters.
+
:'''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 4.2.1 - 5/6/2022==
+
==Build 4.7 - 8/30/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Cash Payment Entry
+
Edit Ticket Times
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode" when clicking the Cancel button after previously entering and printing a payment receipt.
+
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
 +
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 +
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
  
 
Order Maintenance
 
Order Maintenance
−
:When deleting an order, first check if there are associated tickets, if so display a message and abort.
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:If the user blanks out the Unit Price, substitute zero as the value.  
+
: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.
−
:Recalculate loads immediately when the Override Load Size is changed.
+
:Fix scroll wheel not working correctly on Job Id dropdown.
 +
:Do not copy the W/C Release Time field when copying an order.
 +
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
 +
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
 +
:Eliminate duplicate "Item Add" event generated when copying order.
 +
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
 +
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
 +
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
 +
 
 +
Print Orders
 +
:'''Add handling for "mix multiplier" auto qty products.'''
 +
 
 +
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 +
:'''Add ability to print the user that originally created the ticket.'''
 +
:'''Add ability to print customer phone number on ticket.'''
 +
:'''Add ability to print the 8 load time source fields on tickets.'''
 +
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 +
 
 +
Re-Print Tickets<BR>
 +
Re-Transfer Tickets
 +
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
  
 
Schedule
 
Schedule
−
:When refreshing schedule data, silently ignore REST errors 12029 (cannot connect to server) and 12030 (server connection error.)
+
: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===
  
−
===General===
+
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<BR>
 +
Ticket Printing
 +
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 +
:'''Add ability to print the user that originally created the ticket.'''
 +
:'''Add ability to print customer phone number on ticket.'''
 +
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 +
 
 +
Re-Print Tickets<BR>
 +
Re-Transfer Tickets
 +
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
 +
 
 +
Ticket Printing
 +
: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.)'''
  
−
Windows Client
+
Print Invoices
−
:Change default for "Application Server Ping Interval" option to 295 seconds.
+
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
−
:Do not retry on REST timeout errors (eliminates runaway condition for long-running queries.)
 
−
:Default REST request timeout increased to 60 seconds.
 
  
−
===Services===
+
Print Statements
 +
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
  
−
Device Aggregator
+
Product Maintenance
−
:Handle case where device server opens a new connection where the previous connection is still considered "open" by the aggregator.
+
: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.
  
−
Device Server
+
Product Sales by Customer Report<BR>
−
:'''For Trimble XML status interface, import "employee_code" as Driver Id.'''
+
Product Sales Report
 +
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
  
−
Keystone REST Server (KServer)
+
Re-Print Tickets
−
:Backoffice A/R API: CustomerPayment endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
+
:'''Add ability to print the 8 load time source fields on tickets.'''
−
:Online Customer Portal API: OrderRequest endpoint - Mark date parameter as such to ensure only date portion is set.
 
−
:Windows Client System Device API v2: updatebatchstart endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client System Device API v2: loadautoreturn endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client Dispatch Methods API: VoidLoadBringdown endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
  
−
==Build 4.2 - 4/29/2022==
+
Sales Tax Rate Maintenance
 +
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
  
−
===New Feature===
+
Ticket Inquiry
 +
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
  
−
'''A new feature has been added which can periodically send a "heartbeat" signal from the Windows Client to the Application Server. This is important on networks with VLANs since they often will disconnect "idle" connections after a period of time (generally an hour but this can vary.) If you find that users who have left the menu and/or options open but idle encounter "not responding" or lockups this may be indicative of the network connection being disconnected by a VLAN/firewall. Please contact support if this is happening on your system to configure the "heartbeat" feature.'''
+
Ticket Maintenance
 +
:'''Use job/customer specific ticket form when printing ticket if specified.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Check Register<BR>
+
Import Invoices
−
MTD Check Register
+
:Set the payment method for imported invoices from the vendor.
−
:Adjust report layout to more closely resemble the old (non-generic) versions.
 
  
−
===General===
+
Re-Print ACH Stubs<BR>
 +
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.
  
−
Generic Reports
+
===Payroll Module===
−
:Report Sequence will now be saved from one run to the next.
 
  
−
System Options Maintenance
+
Tax Library
−
:'''Add "Application Server Ping Interval" option to SYSTEM section.'''
+
:'''Updated to version 2024-R9.'''
−
:'''Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.'''
 
−
:Logout/Login to company after existing the option.
 
  
 
===Services===
 
===Services===
 +
 +
Application Server
 +
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
 +
 +
Device Aggregator
 +
:Do not record batch results if there are no batch results present from the batch device.
  
 
Device Server
 
Device Server
−
:Fix ULINK batch control ticket transmission when sending mix design with ticket to avoid repeating field #142 - metric weights flag (introduced in 4.1.4.)
+
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions.
+
:'''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 4.1.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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