Difference between revisions of "New Keystone Releases"

Latest revision as of 14:08, 17 October 2024

NOTE: Items in bold type are NEW features.

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

Difference between revisions of "New Keystone Releases"

Latest revision as of 14:08, 17 October 2024

Contents

Build 4.7.3 - 10/17/2024

Payroll Module

General

Build 4.7.2 - 10/11/2024

Dispatch Module

Ticketing Module

Accounts Receivable Module

Quote Module

Accounts Payable Module

General Ledger Module

Payroll Module

General

Services

Build 4.7.1 - 9/13/2024

Dispatch Module

Accounts Receivable Module

General

Services

Build 4.7 - 8/30/2024

Dispatch Module

Ticketing Module

Accounts Receivable Module

Accounts Payable Module

Cash Management Module

Payroll Module

Services

General

Navigation menu

Personal tools

Namespaces

Variants

Views

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Tools

@@ Line 4: / Line 4: @@
 <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
-==Build 4.3.12 - 8/8/2023==
+==Build 4.7.3 - 10/17/2024==
-===Dispatch Module===
-Order Maintenance
-:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
-:Do not allow the delivery date/time to be changed on an order when there are voided loads that have not yet returned to the plant.
-:Do not allow the order to be cancelled when there are voided loads that have not yet returned to the plant.
-Ticket Printing
-:'''Add ability to print mix design detail section for the line 1 product.'''
-:Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
-===Ticketing Module===
-Ticket Printing
-:'''Add ability to print mix design detail section for the line 1 product.'''
-:Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
-===Accounts Receivable Module===
-Email Invoices<BR>
-Email Orders<BR>
-Email Statements
-:Fix "too many login attempts" exception when using GMail (Google Mail.)
-Import Tickets
-:'''Provide ability to specify a default Tax Authority translation.'''
-:If there is no entry in the Tax Authority translation table for the source tax authority, truncate the source to 4 characters to avoid a string overflow exception.
-Job Price Maintenance
-:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
-Void Invoice
-:Fix generated GLTTRX cash transactions so that the CHECK_NO field has the correct invoice number being voided.
-:Fix generated GLTTRX cash transactions so that the SOURCE_TRANS_TYPE field has the correct values (CV/CR.)
-:Fix generated GLTTRX cash transactions so that the BANK_NO field is empty.
-===Quote Module===
-Quote Maintenance
-:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
-===Accounts Payable Module===
-Handwritten Check Entry
-:Do not allow entry of Check Date that is prior to Invoice Date.
-Print Checks
-:Add error message if Check Date is prior to any Invoice Date.
-===Purchase Order Module===
-P.O. Receipt Entry
-:Update on-screen totals when Receive All button clicked.
-===Payroll Module===
-Company Summary Report
-:The monthly/quaterly totals were calculating incorrectly.
-Email Direct Deposit Stubs
-:Fix "too many login attempts" exception when using GMail (Google Mail.)
-Tax Library
-:'''Updated to version 2023-R8b (AR, IL, ND states.)'''
-Workers Compensation Report
-:Widen the "Pay" columns to print up to 9 digits to the left of the decimal.
-===Services===
-Device Server
-:Cidra Dispatch Notification Device: Log response when REST exception occurs.
-:Cidra Dispatch Notification Device: Do not send empty date/time fields.
-:Cidra Dispatch Notification Device: Return item status value to resolve aggregator error.
-:'''HaulHub Dispatch Notification Device: Add "quantity_shipped_today" and "quantity_ordered" fields.'''
-:'''Holcim Dispatch Notification Device: New device added.'''
-Keystone REST Server (KServer)
-:Windows Client Device API v2: Fix "LoadNumber" field to return the correct value for the dispatchevent endpoint.
-==Build 4.3.11 - 6/13/2023==
-===Dispatch Module===
-Mix Design Maintenance
-:'''Add system option to control editability by ingredient type.'''
-:Do not show Vendor Products tab when A/P is active.
 ===Payroll Module===
 Tax Library
-:'''Updated to version 2023-R7 (ID state.)'''
+:'''Updated to version 2024-R11 (IN counties.)'''
-===Services===
-Device Server
-:Fix issue where scale would always read as "oCAP" when not using the EOLHEX device parameter (introduced in 4.3.9.5.)
-Keystone REST Server (KServer)
-:'''Add SQLite database support.'''
-==Build 4.3.10 - 6/2/2023==
-===Accounts Receivable Module===
-Print Invoices<BR>
-Reprint Invoices
-:'''When including e-ticket images, a new capability has been added to print all pages of the e-ticket document instead of just the first page. Please contact support if you need this.'''
-===Dispatch Module===
-End of Day
-:Only allow entry of an ending value for Ticket Date.
-Mix Design Maintenance
-:'''New option added to the Dispatch File Maintenance menu which allows editing of mix designs.'''
-Ticket Printing
-:'''Allow security control of fields/buttons on ticket stub screen.'''
-:'''Add new conditional fields for product types.'''
-===Ticketing Module===
-End of Day
-:Only allow entry of an ending value for Ticket Date.
-Ticket Printing
-:'''Allow security control of fields/buttons on ticket stub screen.'''
-:'''Add new conditional fields for product types.'''
-===Quote Module===
-Quote Maintenance
-:Fix "Book Job" and "Rebook Job" to copy all three Tax Code fields (previously just copied the first one.)
-===Payroll Module===
-SUTA E-File Export
-:'''Updated export format for WA state for 2023.'''
-Tax Library
-:'''Updated to version 2023-R6 (UT state.)'''
-===Purchase Order Module===
-P.O. Receipt Entry
-:Fix warning "P.O. Number is required" when trying to save the P.O. receipt.
 ===General===
-Company Database
+System Map
-:Fix ARP_TICKETS procedure to ignore sales history tickets for voided/reversal invoices.
+:Fix issue where an empty white screen appears when viewing the map.
-NTEP Certification
+System Menu
-:'''NTEP certification number now shown on startup screen and system information dialog.'''
+:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
-:'''Scale weights are now NTEP compliant (lowercase unit of measure, show weight as received from scale.)'''
-===Services===
-Device Aggregator
-:Fix issue when applying device map changes involving multiple companies, where one company has applied its database upgrade but the other(s) have not.
-Device Server
+==Build 4.7.2 - 10/11/2024==
-:Scale devices: Improve handling where EOLHEX is specified.
-:'''Scale devices: Add support for "over-capacity" indicator.'''
-:Dispatch Event devices: Fix potential memory leak after processing commands.
-:'''Added new HaulHub Dispatch Event device.'''
-:'''Added new Cidra Smarthatch Dispatch Event device.'''
-:Fix memory leak for most devices when a failure occurs while opening the communication link.
-Keystone REST Server (KServer)
-:Windows Client Device API v2: Modify "dispatchevent" endpoint to properly handle null/empty Truck GPS Unit Id.
-:Windows Client Device API v2: Modify "dispatchevent" endpoint to support HaulHub dispatch event notifications.
-==Build 4.3.9 - 4/21/2023==
 ===Dispatch Module===
 Order Maintenance
-:Fix issue where you could the DELETE key would delete system generated order events.
+:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
 Schedule
-:Fix issue when doing Quick Order AFTER using View Order it will come up as View Order instead of Order Maintenance.
+: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.)'''
-Truck Demand Graph
+Ticket Printing
-:Fix "Resource not found" exception when using the Planning function.
+: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.
-===Accounts Receivable Module===
+===Ticketing Module===
-Aged Trial Balance
-:'''Add customer email field to report when using Summary or Detail report type.'''
-Customer Sales by Product Report
-:Change Customer Class and Plant selection to checklist box.
-Print Dunning Letters
-:'''Add Credit Terms Class selection.'''
-Product Maintenance
-:Show "Taxable" field heading when using multiple tax codes.
-Sales Tax Report
-:'''Add Tax Method selection (allows separation of tax localities based on gross sales from tax localities based on qty sold.)'''
-Truck List
-:Fix "Truck Class" dropdown not showing any data.
-Void Invoice
-:Fix reversing G/L transaction to always have 'S' for transaction type.
-===Accounts Payable Module===
-Import Invoices
-:'''New option added to A/P Invoicing/Checks menu.'''
-:Eliminate blank error dialog when there are no import errors.
-===Purchase Order Module===
-P.O. Receipt Maintenance
-:Do not allow entry of a receipt without a P.O. Number.
-===Payroll Module===
-Tax Library
-:'''Updated to version 2023-R5 (MI, WV states.)'''
-===Cash Management Module===
-Transaction Entry
-:Fix so batch cannot be posted if any transaction dates are in invalid periods.
-===General===
-System Menu
-:'''Add new dialog box prior to displaying the Product Activation dialog with descriptive error message.'''
-===Services===
-Device Server
-:For HaulHub batch weight notification device, send "supplier" field as company name.
-Keystone REST Server (KServer)
-:'''Driver API: Add "cod" field to truckticketinfo endpoint.'''
-:Online Customer Portal API: Fix ContactLookup endpoint to treat email parameter case insensitively.
-:Windows Client A/R Report API: Fix ARTruckList endpoint to fix "Truck Class" dropdown not showing any data.
-==Build 4.3.8 - 3/3/2023==
-===Dispatch Module===
 Order Maintenance
-:'''Add "% Super Plas" (super-plasticizer) field.'''
+:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-Re-Print E-Ticket Documents
-:'''New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.'''
-Schedule
+Order Stack
-:Fix plant demand graph to include the dispatch time when generating the graph.
+: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.
-:Fix the double "View Order" buttons on the order popup menu when the user does not have permission to edit orders.
-:Fix issue when entering a Quick Order where if you hover the mouse over the products grid and use the mouse scroll wheel (before entering the Customer Id/Order Id) you would not be able to complete the order.
-:Fix issue where "View Order" allowed products to be deleted from the order.
-:'''Display driver/truck license expiration warnings on ticket stub screen.'''
-Truck Demand Graph
-:'''All backend processing has been moved to the Keystone REST Server.'''
-:Use current date and time when displaying the graph for today.
 ===Accounts Receivable Module===
-Print Dunning Letters
+A/R Inquiry<BR>
-:'''Add Customer Credit Status selection.'''
+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.'''
-Product Maintenance
+Customer Maintenance
-:'''Show Last Produced Date and Last Sale Date on Inventory tab.'''
+:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
-Quick Ticket Entry
+Import Tickets
-:Fix product dropdown list not being populated when a customer is entered without a job.
+:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
-Re-Print A/R Documents
+Prepare Remote Ticketing Data
-:'''New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.'''
+:'''Add client-side log messages.'''
-===Inventory Module===
+Print Invoices
+:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
-Production Receipts
+Sales Tax Report
-:Update Last Produced Date field for top-level product.
+: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
-:'''Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.'''
+:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-===Payroll Module===
+===Accounts Payable Module===
-Employee Maintenance
+Vendor Maintenance
-:'''Add validation for Social Security Number as per SSA rules.'''
+:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-Tax Library
-:'''Updated to version 2023-R3.'''
-===General===
-Email Forms Options<BR>
-Forms Reports
-:Fix to select the proper form when two forms are available but the first one is marked inactive.
-:'''The form dropdown list will now include the new Description field added to Form Maintenance.'''
-Form Maintenance
-:'''Add Description field.'''
-Windows Client
-:Fix issue where the width of a tab that is showing a bold caption would be too narrow and would clip off the end of the caption.
-:'''Add "West Virginia" to DOT State dropdown list.'''
-===Services===
-Device Server
+===General Ledger Module===
-:'''Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.'''
-:'''When sending tickets to ULINK batch control, send order "% Super Plas" field as ULINK fields #87 and #94.'''
-:'''Add "WV" to list of supported states for HaulHub batch weight notification device.'''
-Keystone REST Server (KServer)
+Batch List
-:'''Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.'''
+:'''Print transaction second description line if present.'''
-:Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.
-:Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.
-:Driver API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
-:GPS API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
-:'''Windows Client A/R Report API: Add ARDocumentList endpoint.'''
-:'''Windows Client Dispatch API v2: Add new endpoints for truck demand graph.'''
-:'''Windows Client Dispatch Lookup API: Add new endpoints for truck demand graph.'''
-:Windows Client Document Imaging API: Fix rdmDoDocIdx/cdsDocIdx_LinkType endpoint to return all document types when DOC_TYPE parameter is not specified.
-==Build 4.3.7 - 1/27/2023==
-===Accounts Payable Module===
-A/P Federal & State 1099 Export
-:'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)'''
 ===Payroll Module===
 Tax Library
-:'''Updated to version 2023-R2a.'''
+:'''Updated to version 2024-R10.'''
 ===General===
-DataScope
+Company Database
-Query Export
+:Updated to version 25.02.
-:'''Queries created by the logged in user will always appear on the query list.'''
-:'''Add "Created By" column to the query list.'''
-:Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
 System Menu
-:Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.
+: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.
-===Services===
-Device Server
-:Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)
-Keystone REST Server (KServer)
-:Change method of determining database cache versions to improve performance.
-==Build 4.3.6 - 1/24/2023==
-===Accounts Receivable Module===
-Customer Maintenance
-:Fix exception "EDBClient Data is read only" when attempting to delete a customer.
-Job Price List
-:'''Add ability to print customer terms description on form (contact support if you need this.)'''
-Product List
-:Print correct U/M when listing product components.
-===Accounts Payable Module===
-Reprint Checks
-:'''Add Vendor Sequence Code option to report sequence.'''
-===Payroll Module===
-Calculate Payroll
-:Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
-Company Summary Report
-:Fix totals for Social Security Gross not matching other payroll summary reports.
-Setup Tax Codes
-:'''Add drop-down list to Tax Library Id field.'''
-:'''Add hint messages for local taxes.'''
-===General===
 Windows Client
-:'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
+:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
-:Reduce CPU usage of common logging module.
+:When processing an auto-task, initialize client-side log.
-:Fix issue introduced in 4.2.6.27 when refreshing client cache.
+: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
-Device Aggregator
+:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
-Device Server
-Keystone REST Server (KServer)
-:Reduce CPU usage of common logging module.
-:Improve thread-safety of region-based functions.
-Device Server
-:Reduce CPU usage for scales that can be read a line at a time.
-:Fix scale reading issue when server is stopped/started.
 Keystone REST Server (KServer)
-:'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
+: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.
-==Build 4.3.5 - 1/13/2023==
+: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.
-===Accounts Receivable Module===
+:Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.
-Job Price Maintenance
+==Build 4.7.1 - 9/13/2024==
-:Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
-===Dispatch Module===
-Schedule
-:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
-===Payroll Module===
-Calculate Payroll
-:Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
-===Services===
-Device Aggregator
-:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
-Keystone REST Server (KServer)
-:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
-==Build 4.3.4 - 1/9/2023==
 ===Dispatch Module===
 Order Maintenance
-:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer 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.)
-:Improve performance of contact query.
-:Eliminate unnecessary re-querying of plant, job price and zone data.
-Ticket Printing
+===Accounts Receivable Module===
-:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
-:Eliminate unnecessary re-querying of plant, job price and zone data.
-===Ticketing Module===
+Cash Posting
+:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
-Order Maintenance
-:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
-:Improve performance of contact query.
-Ticket Printing
-:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
-:Eliminate unnecessary re-querying of plant, job price and zone data.
-:When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
-===Accounts Receivable Module===
 Customer Maintenance
-:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
+:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
-Job Price Maintenance
-:Improve performance of contact query.
-Setup Pending Prices
-:Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
-:Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
-:'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
-:'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
-Ticket Maintenance
-:Eliminate unnecessary re-querying of plant, job price and zone data.
-===Inventory Module===
-Purchase Receipts
-:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
-===Quote Module===
-Quote Maintenance
-:Improve performance of contact query.
-===Accounts Payable Module===
-Handwritten Check Entry
-:For non-vouchered invoices, link P.O. receipts and generate product transactions.
-===Payroll Module===
-Print 941 Schedule B
-:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
-Print W-3 Form
-:'''Updated for 2022 (no changes from 2021.)'''
-Tax Library
+Re-Print Tickets
-:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
+:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
 ===General===
-File Maintenance
+Company Database
-:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
+:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
-===Services===
-Keystone REST Server (KServer)
+Reports
-:Fix memory leaks when running SELECT query while processing a PUT/POST method.
+:Some reports were not respecting the default font/bold printer options.
-:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
-:Driver API: Optimize Contacts query in notifyordercomplete endpoint.
-:Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
-:Quote API: Optimize Contacts query in Quote endpoint.
-:Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
-:Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
-:Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
-:Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
-:Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
-==Build 4.3.3 - 12/27/2022==
-===Payroll Module===
-Tax Library
-:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
-===General===
-Windows Client
-:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
 ===Services===
 Keystone REST Server (KServer)
-:Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
+:'''Add "FormatCurr" function.'''
-:'''Add "Condition" property to AutoRun section of endpoint.'''
+:Fix "StringReplace" function to handle NULL string parameters correctly.
-:Version API: Add endpoint condition for "logquerystats" endpoint.
+:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
-:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
+:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
+:'''Online Customer Portal API: Add "invoice" endpoint.'''
-==Build 4.3.2 - 12/21/2022==
+==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
-:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
+:'''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 ability to print Zone Description the form.'''
+:'''Add handling for "mix multiplier" auto qty products.'''
-Schedule
+Re-Print Tickets<BR>
-:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
+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.'''
-===Ticketing Module===
+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.
-Print Orders
+Schedule
-:'''Add ability to print Zone Description the form.'''
+: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.)'''
-Weigh Truck
+Ticket Printing
-:Force Truck Number to uppercase when adding a new truck on the fly.
+:'''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.)
-===Accounts Receivable Module===
+Truck Demand Graph
+:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
-A/R Inquiry
+===Ticketing Module===
-Cash Posting
-:Use "CASH" (uppercase) when the check number for a payment is blank.
-Apply Service Charges
-:Force A/R GL to uppercase when adding a new one on the fly.
-:Force Svc Chg GL to uppercase when adding a new one on the fly.
-:Force Exempt Code to uppercase when adding a new one on the fly.
-Open Ticket Stack
-:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
-:The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
-:Fix inability to change Tax Code after using F9 Edit Ticket.
-Plant Maintenance
-:Force Sys Loc to uppercase when adding a new one on the fly.
-:Force Ship Group to uppercase when adding a new one on the fly.
-Product Maintenance
-:Force Tax Code to uppercase when adding a new one on the fly.
-Void Invoice
-:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
-===Inventory Module===
-Inventory Reconciliation
-:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
-===Accounts Payable Module===
-Print Checks
-:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
-Vendor Maintenance
-:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
-===Cash Management Module===
-Statement Reconciliation
-:When a transaction is cleared, set the Clear Date to the reconciliation target date.
-===Payroll Module===
-Setup Company
-:Force State Code to uppercase when adding a new one on the fly.
-Tax Library
-:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
-Timecard Maintenance
-:Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
-===Job Cost Module===
-Job Maintenance
-:Force Job Group to uppercase when adding a new one on the fly.
-Trx Type Maintenance
-:Force Unit of Measure to uppercase when adding a new one on the fly.
-===General===
-Keystone Setup
-:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
-System Menu
-:Fix so Query and Location datasets are cached on the client.
-:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
-Windows Client
-:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
-===Services===
-Application Server
-:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
-Device Aggregator
-:Fix "Test Link" function crashing the client thread.
-Keystone REST Server (KServer)
-:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
-==Build 4.3.1 - 11/27/2022==
-===Accounts Payable Module===
-Federal & State 1099 Export
-:'''Updated for tax year 2022.'''
-:'''Remove IA_BEN payer element (not required for 2022.)'''
-:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
-:'''Add Vendor Id selection.'''
-Print 1099 Forms
-:'''Updated for tax year 2022.'''
-:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
-===Payroll Module===
-ACA 1094/1095 Export
-:'''Updated for tax year 2022 (no changes.)'''
-:'''Add Employee Id selection.'''
-Federal & State W-2 Export
-:'''Updated for tax year 2022 (no changes.)'''
-:'''Add Employee Id selection.'''
-Print W-2 Forms
-:'''Updated for tax year 2022 (no changes.)'''
-===Cash Management Module===
-Statement Reconciliation
-:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
-==Build 4.3 - 11/18/2022==
-===Dispatch Module===
 Order Maintenance
-:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
-:Improve performance of quoted job product lookup.
+:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
-:Improve performance of job lookup by loading jobs for current customer only.
-:Widened "Event Date/Time" on the Events tab.
-Schedule
+Order Stack
-:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
+:'''Add "Qty Ord" as an optional grid field.'''
-:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
+Re-Print Tickets<BR>
 Ticket Printing
-:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
-:'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
+:'''Add ability to print the user that originally created the ticket.'''
-:Improve performance of quoted job product lookup.
+:'''Add ability to print customer phone number on ticket.'''
-:Improve performance of job lookup by loading jobs for current customer only.
+:'''Add ability to print list price, list totals and savings fields on tickets.'''
-:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
-===Ticketing Module===
-Order Maintenance
+Re-Print Tickets<BR>
-:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+Re-Transfer Tickets
-:Improve performance of quoted job product lookup.
+: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.
-:Improve performance of job lookup by loading jobs for current customer only.
 Ticket Printing
-:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
-:Improve performance of quoted job product lookup.
-:Improve performance of job lookup by loading jobs for current customer only.
-:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 ===Accounts Receivable Module===
-A/R Inquiry<BR>
+A/R Inquiry
-Cash Posting
+:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
-:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
+:Fix missing QR code when previewing invoice that contains a QR code.
+:Fix missing PDF hyperlink when printing to PDF from invoice preview form.
-Customer Price Maintenance
+Comparative Customer Sales Report
-:Improve performance of product lookup.
+:'''Add product class selection.'''
-:Widened "Last Changed" grid column.
 Customer Maintenance
-:Improve performance of product lookup.
+:Significant performance improvement when renaming a customer.
-:Remove DOT tab (obsolete.)
+: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.
-Delivery Truck Log
+Customer Price Maintenance
-:Do not include sales history from voided/reversal invoices.
+:Show only those events related to customer prices.
-Group Price Maintenance
+Edit Ticket Times
-:Improve performance of product lookup.
+:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
-:Widened "Last Changed" grid column.
+:'''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
-:Improve performance of product lookup.
+:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
-:Improve performance of job lookup by loading jobs for current customer only.
+:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
-:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
-:Widened "Last Changed" grid column.
-:Zone and Product lookups to are now loaded only when the dropdown is clicked.
-:'''Add state DOT field hint messages.'''
-:Remove "Project Id" on DOT tab (obsolete.)
-:Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
-:'''Add F4 search to Plant Id and Usage Type fields.'''
-:The setup parent job dialog will no longer load the lookup list of all jobs when shown.
-:'''Add ability to add/edit Usage Class on the fly.'''
-:Limit Job Id field to 18 characters when copying a job.
-Open Ticket Stack
+Print Invoices
-:Improve performance of quoted job product lookup.
+:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
-:Improve performance of job lookup by loading jobs for current customer only.
-Plant Maintenance
+Print Statements
-:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+:'''Add Order Id and the four Ship To fields as available fields on the form.'''
-:Remove "Plant Identifier" on DOT tab (obsolete.)
-:'''Add state DOT field hint messages.'''
-:When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
-:When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
 Product Maintenance
-:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+:Significant performance improvement when renaming a product.
-:'''Add state DOT field hint messages.'''
+:'''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<BR>
+Product Sales Report
+:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
-Quick Ticket Entry
+Re-Print Tickets
-:Improve performance of quoted job product lookup.
+:'''Add ability to print the 8 load time source fields on tickets.'''
-:Improve performance of job lookup by loading jobs for current customer only.
 Sales Tax Rate Maintenance
-:'''Add splitter control to adjust heights of locality/rate grids.'''
+:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
-:Increase default height of tax locality rate grid.
-:Do not delete tax locality when tax locality structure record deleted.
+Ticket Inquiry
+:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
 Ticket Maintenance
-:Improve performance of quoted job product lookup.
+:'''Use job/customer specific ticket form when printing ticket if specified.'''
-:Improve performance of job lookup by loading jobs for current customer only.
-:Widened "Load Date/Time" column on the Batch Weights tab.
-:Widened dispatch times on the Times/Email tab.
-:Fix issue where scale weight popup would not appear in certain cases.
-Truck Maintenance
-:Remove DOT tab (obsolete.)
-Unit of Measure Maintenance
-:'''Add state DOT field hint messages.'''
-===Inventory Module===
-Enter Inventory Balances<BR>
-Misc. Inv. Transactions<BR>
-Physical Inventory Entry<BR>
-Production Receipts<BR>
-Purchase Receipts
-:Improve performance of stocked product lookup.
-Inventory Reconciliation
-:Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
-Inventory Transfers
-:Improve performance of stocked product lookup.
-:'''Add F4 search capability to Transfer In product.'''
-===Quote Module===
-Quote Maintenance
-:'''Add state DOT field hint messages.'''
-:Improve performance of product lookup.
-:Improve performance of quote lookup by loading quotes for current prospect only.
-:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
-:Widened "Last Changed" products grid column.
-:'''Add F4 search to Plant Id and Usage Type fields.'''
-:Do not load list of all jobs at startup.
-:'''Add ability to add/edit Usage Class on the fly.'''
-:Limit Quote Id field to 18 characters when copying a quote.
 ===Accounts Payable Module===
-Handwritten Check Entry
-:When posting the batch, write check number to G/L transaction table.
 Import Invoices
-:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
+:Set the payment method for imported invoices from the vendor.
-Print Checks
+Re-Print ACH Stubs<BR>
-:Do not process void invoices with a non-zero To Pay amount.
+Re-Print Checks
+:'''Add Division selection.'''
-Select Invoices for Payment
+Vendor Maintenance
-:Fix so saving changes does not update any void invoices.
+:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
 ===Cash Management Module===
 Statement Reconciliation
-:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
+: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===
-Employee Maintenance
+Tax Library
-:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
+:'''Updated to version 2024-R9.'''
-Tax Library
+===Services===
-:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
+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.
-===Purchase Order Module===
+Device Server
+:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
-Purchase Order Maintenance<BR>
+Keystone REST Server (KServer)
-P.O. Receipt Maintenance
+:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
-:Improve performance of vendor product lookup.
+:'''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
-:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
+:'''Now supports installing on Windows 11 for ARM (experimental.)'''
-System Menu
+System Option Maintenance
-:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
+:'''Add search window to help locate system options.'''
-:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
-Windows Client
+----
-:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
-:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
-===Services===
+[[Release Notes for Keystone 4.6.x]]
-Device Aggregator
+[[Release Notes for Keystone 4.5.x]]
-:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
-Device Server
+[[Release Notes for Keystone 4.4.x]]
-:'''Completed implementation of the HaulHub batch weight notification device.'''
-:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
-:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
-:Fix potential thread-safety issues.
-:'''Add default root URL for Keystone Online Contact Notification device.'''
-:All Keystone Online API calls now use "https" prefix by default.
-Keystone REST Server (KServer)
-:'''Add ability to specify conditions for actions.'''
-:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
-:'''Add "logquerystats" config file parameter.'''
-:Stonemont QC API: Apply field truncations when posting data to avoid errors.
-:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
-:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
-:'''Windows Client Quote API: New API added.'''
-----
 [[Release Notes for Keystone 4.3.x]]