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>
  
−
==Build 4.4.1 - 11/10/2023==
+
==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===
 
===Dispatch Module===
  
−
Mix Design Maintenance
+
Order Maintenance
−
:Fix product search issues in mix design.
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
 
Schedule
 
Schedule
−
:Fix exception "cdsKey: Cannot perform this operation on a closed dataset" when using the "Quick Ticket" option.
+
: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===
 
===Accounts Receivable Module===
  
−
Product Maintenance
+
A/R Inquiry<BR>
−
:Fix product search issues in mix design.
+
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.'''
 +
 
 +
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<BR>
 +
Quote Maintenance
 +
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Enter A/P Balances<BR>
+
Vendor Maintenance
−
Handwritten Check Entry<BR>
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
Invoice Vouchering
+
 
−
:Fix foreign key exception when J/C U/M is entered on the distribution screen and then blanked out.
+
===General Ledger Module===
  
−
Print Checks
+
Batch List
−
:When errors occur during preview/print the "First Check No." will now be reset properly.
+
:'''Print transaction second description line if present.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R12 (2024 Federal Social Security wage base.)'''
+
:'''Updated to version 2024-R10.'''
  
 
===General===
 
===General===
  
−
Form Reports
+
Company Database
−
:When emailing a form using the Email button, do not display the second email dialog.
+
: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===
 
===Services===
  
−
Device Server
+
Application Server
−
:Fix HaulHub Dispatch Event notification device to support all states listed in the 4.4 release notes.
+
: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.
  
−
==Build 4.4 - 10/13/2023==
+
Customer Maintenance
 +
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
  
−
===New Features===
+
Re-Print Tickets
 +
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
  
−
System-wide Events
+
===General===
−
:'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''
 
  
−
Online Payments
+
Company Database
−
:'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''
+
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
  
−
DOT E-Tickets
+
Reports
−
:'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''
+
:Some reports were not respecting the default font/bold printer options.
  
−
===Dispatch Module===
+
===Services===
  
−
Cash Payment Entry
+
Keystone REST Server (KServer)
−
:'''Add order event when a payment is posted.'''
+
:'''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.'''
  
−
Driver Hours Report
+
==Build 4.7 - 8/30/2024==
−
:'''Add "Sequence Code" report sequence option.'''
 
  
−
Event Type Maintenance
+
===Dispatch Module===
−
:Option removed from Dispatch File Maintenance menu.
 
  
−
Order Audit Trail
+
Edit Ticket Times
−
:Adjustments made for new events and event types.
+
:'''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
−
:Fix issue where plant default tax authority not set properly when adding a new order.
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
+
: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.
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
+
:Fix scroll wheel not working correctly on Job Id dropdown.
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
:Do not copy the W/C Release Time field when copying an order.
−
:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
+
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
−
:'''Add "User Id" column to the ticket history grid.'''
+
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
−
:'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
+
:Eliminate duplicate "Item Add" event generated when copying order.
−
:'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
+
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
−
:Allow deleting orders that have events.
+
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
−
:'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
+
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
−
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
 
−
:'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
 
Print Orders
 
Print Orders
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
:'''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
−
:'''Add "Void Ticket" button to start the option directly from the schedule.'''
+
:Do not reset the truck available time if only the custom status is changed.
 +
:Do not reset the truck to clocked out status after shipping and then voiding a load.
 +
:Performance improvement when scrolling or clicking the order grid.
 +
:'''Add "Plt Name" as an optional grid field.'''
 +
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
 +
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
 +
:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
 +
:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
 +
:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
 +
:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''
  
 
Ticket Printing
 
Ticket Printing
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
+
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
+
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
Truck Demand Graph
−
:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.
+
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add Events tab.'''
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
+
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
+
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
Order Stack
−
:Allow deleting orders that have events.
+
:'''Add "Qty Ord" as an optional grid field.'''
−
:'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
+
 
−
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
+
Re-Print Tickets<BR>
−
:'''Change events are recorded for the following contact level fields: Email.'''
+
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.'''
  
−
Print Orders
+
Re-Print Tickets<BR>
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
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
 
Ticket Printing
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Aged Trial Balance
+
A/R Inquiry
−
:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
+
:'''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.
  
−
Cash Posting<BR>
+
Comparative Customer Sales Report
−
Cash Posting Register
+
:'''Add product class selection.'''
−
:'''Allowance Code field length increased to 10 characters.'''
 
−
 
 
−
Credit Card Pre-Approval
 
−
:Updated to use the new system-wide events.
 
  
 
Customer Maintenance
 
Customer Maintenance
−
:'''Add Events tab.'''
+
:Significant performance improvement when renaming a customer.
−
:'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
+
:Show all customer events except those related to customer prices.
−
:'''Change events are recorded for the following contact level fields: Email.'''
+
:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.
  
 
Customer Price Maintenance
 
Customer Price Maintenance
−
:'''Add Events tab.'''
+
:Show only those events related to customer prices.
−
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
 
−
:Remove Customer Maintenance security requirements for adding new prices and deleting prices.
 
  
−
Driver List
+
Edit Ticket Times
−
:'''Add "License Type" field and "Sequence Code" report sequence option.'''
+
:'''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.'''
  
−
Driver Maintenance
+
Import Tickets
−
:'''Add "License Type" and "Sequence Code" fields.'''
+
:Handle exceptions when calculating sales tax during ticket import.
−
 
 
−
Driver Productivity Report
 
−
:'''Add "Sequence Code" report sequence option.'''
 
−
 
 
−
Group Price Maintenance
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''
 
  
 
Job Price Maintenance
 
Job Price Maintenance
−
:'''Add "Src" (price source) column to products grid.'''
+
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
−
:'''Add "DOT Job Mix Year" column to products grid.'''
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
 
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
 
−
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Job Prices List
+
Print Invoices
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
+
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
  
−
Owner List<BR>
+
Print Statements
−
Owner Maintenance
+
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
−
:'''Add "Insurance Exp" field.'''
 
−
 
 
−
Plant Maintenance
 
−
:'''Add "Zone" to Defaults tab.'''
 
−
:'''Add "Force Print Prices" to Ticketing tab.'''
 
−
:'''Add "Force Zone Required" to Ticketing tab.'''
 
  
 
Product Maintenance
 
Product Maintenance
−
:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
+
:Significant performance improvement when renaming a product.
−
:'''Add Events tab.'''
+
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
−
:'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
+
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
−
:'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''
+
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.
−
 
 
−
Sales Inquiry
 
−
:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
 
  
−
Ticket Maintenance
+
Product Sales by Customer Report<BR>
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
Product Sales Report
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
−
:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.
 
  
−
===Inventory Module===
+
Re-Print Tickets
 +
:'''Add ability to print the 8 load time source fields on tickets.'''
  
−
Inventory Reconciliation
+
Sales Tax Rate Maintenance
−
:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
+
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
  
−
===Quote Module===
+
Ticket Inquiry
 +
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
  
−
Quote Maintenance
+
Ticket Maintenance
−
:'''Add an event when quote is emailed or printed.'''
+
:'''Use job/customer specific ticket form when printing ticket if specified.'''
−
:'''Add "Src" (price source) column to products grid.'''
 
−
:'''Add "DOT Job Mix Year" column to products grid.'''
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
 
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
 
−
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
−
 
 
−
Print Quotes
 
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry<BR>
+
Import Invoices
−
Invoice Vouchering
+
:Set the payment method for imported invoices from the vendor.
−
:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
 
−
:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
 
  
−
Invoice Batch List
+
Re-Print ACH Stubs<BR>
−
:'''Add "Qty" and "U/M" fields to J/C detail section.'''
+
Re-Print Checks
 +
:'''Add Division selection.'''
  
 
Vendor Maintenance
 
Vendor Maintenance
−
:'''Add "Email P.O." option on the Contacts grid.'''
+
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
  
−
===Purchase Order Module===
+
===Cash Management Module===
  
−
Print Purchase Orders
+
Statement Reconciliation
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
+
: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.
  
−
Purchase Order Maintenance
+
===Payroll Module===
−
:The "Ordered" field can no longer be left blank.
 
  
−
Purchase Receipt Entry<BR>
+
Tax Library
−
Purchase Receipt Maintenance
+
:'''Updated to version 2024-R9.'''
−
:'''Add date protection for "Date Rcvd" field.'''
 
−
:The "Date Rcvd" can no longer be left blank.
 
  
−
Setup Periods
+
===Services===
−
:'''New option added to Purchase Order Setup/Utilities menu.'''
 
  
−
===General Ledger Module===
+
Application Server
 +
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
  
−
Account Maintenance
+
Device Aggregator
−
:'''Add Events tab.'''
+
:Do not record batch results if there are no batch results present from the batch device.
−
:'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''
 
  
−
===Payroll Module===
+
Device Server
 +
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
  
−
Employee Maintenance
+
Keystone REST Server (KServer)
−
:'''Add "License #" field.'''
+
:'''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.'''
−
Tax Library
+
:'''External AICrete API: New API for interfacing with AICrete.'''
−
:'''Updated to version 2023-R11 (IN, OH states.)'''
+
: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===
 
===General===
  
−
Batch Maintenance
+
Setup
−
:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
+
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
  
−
DataScope<BR>
+
System Option Maintenance
−
Query Export
+
:'''Add search window to help locate system options.'''
−
:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
 
  
−
System Menu
+
----
−
:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
 
−
:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
 
−
:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
 
  
−
Windows Client
+
[[Release Notes for Keystone 4.6.x]]
−
:Fix Help->Quick Support to work correctly with the new GivenHansco website.
 
  
−
===Services===
+
[[Release Notes for Keystone 4.5.x]]
  
−
Device Server
+
[[Release Notes for Keystone 4.4.x]]
−
:'''Finalized Holcim Cement dispatch notification device.'''
 
−
:'''Add several new fields to HaulHub dispatch event notification device.'''
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:Add datatables "dotstates", "dothints" and "dotmatclass".
 
−
:Fix datatable parsing to properly represent null values.
 
−
:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
 
−
:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
 
−
:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
 
−
:Windows Client System Methods API: Add "getnexteventlink" endpoint.
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 4.3.x]]
 
[[Release Notes for Keystone 4.3.x]]

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

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