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 4.6.2 - 5/22/2024==
+
==Build 4.7.4 - 11/1/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
 +
 +
Mix Design Maintenance
 +
:Filter product lookup to include only Mix type products.
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add "Description 2" to Product Id dropdown list.'''
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:'''Add fields to Order Id dropdown list: Qty Ordered, Delivery Time, Order Status.'''
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:'''Use Slump from corresponding job product if specified as an override.'''
+
:Prevent new orders from being added for inactive customers.
−
:Changed "Delete" button to "Cancel Order" button.
+
:'''Highlight loads for a future date with a yellow background.'''
−
:Display a single popup form when cancelling an order, contains warning message and input box for the cancel reason.
+
:'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.'''
 +
:Update the load override time when recalculating loads if necessary.
  
−
Re-Print Tickets
+
Schedule
−
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
+
:Move "View Order" button to bottom-most position on the Order popup dialog.
−
 
 
−
Ticket Inquiry
 
−
:'''New option added to the Dispatch Reports/Inquiries menu.'''
 
−
 
 
−
Ticket Maintenance
 
−
:Only show tickets for dispatch plants.
 
  
 +
Ticket Maintenance<BR>
 
Ticket Printing
 
Ticket Printing
−
:Tickets are now stored in the database prior to printing.
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
 
−
:'''Use Slump from corresponding job product if specified as an override.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''Use Slump from corresponding job product if specified as an override.'''
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
 
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
Re-Print Tickets
+
:Prevent new orders from being added for inactive customers.
−
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
 
−
 
 
−
Ticket Inquiry
 
−
:'''New option added to the Ticketing Reports/Inquiries menu.'''
 
−
 
 
−
Ticket Maintenance
 
−
:Only show tickets for ticketing plants.
 
−
:Do not allow tickets to be added.
 
  
 +
Ticket Maintenance<BR>
 
Ticket Printing
 
Ticket Printing
−
:Tickets are now stored in the database prior to printing.
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
−
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
 
−
:'''Use Slump from corresponding job product if specified as an override.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry
+
Customer Maintenance
−
:'''Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.'''
+
:'''Add "Web Orders" checkbox to Contacts grid.'''
−
:'''Invoice Number F4 search will position to the invoice.'''
+
 
−
:'''Indicate Blocked/Bad Debt credit status in large, red font.'''
+
Import Tickets
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
−
Cash Posting
+
Job Price Maintenance
−
:'''Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.'''
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
−
:'''Invoice Number F4 search will position to the invoice.'''
 
−
:'''SPACE BAR may now be used to reverse a previously applied payment when a negative check is entered.'''
 
−
:'''Indicate Blocked/Bad Debt credit status in large, red font.'''
 
  
−
Cash Posting Register<BR>
+
Open Ticket Stack
−
MTD Cash Posting Register
+
:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
−
:'''Add checkbox to include Session Number on the register.'''
+
:'''Require a Void Reason when a ticket is voided.'''
−
:Change "Entry Sequence" to "Session No." in Report Sequence dropdown.
 
−
:'''Add session subtotals when using "Session No." report sequence.'''
 
  
−
Customer Maintenance
+
Print Invoices<BR>
−
:'''Add field change event for "Active" field.'''
+
Re-Print Invoices
−
:'''Add Forms tab to specify quote and/or ticket form specific to the customer.'''
+
:'''Add ability to print Order Contact and Phone Number on invoice.'''
  
−
Job Price Maintenance
+
Ticket Maintenance
−
:'''Add "Slump" column to Products grid (overrides default/product slump when product is ordered/ticketed.)'''
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
 +
:'''Require a Void Reason when a ticket is voided.'''
  
−
Product Maintenance
+
===Quote Module===
−
:'''Add field change event for "Active" field.'''
 
−
:Do not copy the pending price fields when copying products.
 
  
−
Sales Tax Rate Maintenance
+
Print Quotes
−
:Widened the G/L Account dropdown on the Tax Locality dialog to show the entire description.
+
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
  
−
Ticket History Inquiry
+
===Accounts Payable Module===
−
:Removed option from the Sales Analysis menu (replaced by Ticket Inquiry below.)
 
  
−
Ticket Inquiry
+
A/P Inquiry
−
:'''New option added to the Accounts Receivable menu. This option includes plant tickets, office tickets and sales history.'''
+
:'''Add "Last Ck#" grid column.'''
  
−
Ticket Maintenance
+
Select Invoice for Payment
−
:Change default ticket number F4 search range from 30 to 90 days ago.
+
:If user does not have security role permission for C/M, do not show the C/M account balance.
  
−
===Quote Module===
+
===General Ledger Module===
  
−
Print Quotes
+
G/L Batch List
−
:'''Use form from customer/prospect if one is specified.'''
+
:'''Add user checkbox for "Show Trx Description 2".'''
  
−
Prospect Maintenance
+
Import Payroll Transactions
−
:'''Add Forms tab to specify quote form specific to the prospect.'''
+
:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''
  
−
Quote Maintenance
+
===Payroll Module===
−
:'''When printing/emailing a quote, use form from customer/prospect if one is specified.'''
 
  
−
===Accounts Payable Module===
+
Tax Library
 +
:'''Updated to version 2024-R11a.'''
  
−
Vendor Maintenance
+
Timecard Maintenance
−
:'''Add Events tab.'''
+
:Fix EAccessViolation exception when deleting a paycheck.
−
:'''Add field change events for: Vend Class, Payment Terms, 1099 Class, COD, Tax Auth, A/P G/L, Cash G/L, Discount G/L, Expense G/L, Tax Id, Active and contact Email.'''
 
  
 
===General===
 
===General===
Line 112: Line 94:
 
DataScope<BR>
 
DataScope<BR>
 
Query Export
 
Query Export
−
:Changed "App" column heading to "Module" and show module description instead of code.
+
:Take user roles into account when filtering the query list by module.
−
:Widened query list grid.
 
−
:Changed "Notes" column heading to "Long Description".
 
  
−
System Map
+
System Option Maintenance
−
:Corrected issue with displaying routes/maps using HERE when Keystone is hosted on a cloud-based virtual machine.
+
:'''Add "Import Payroll Options" section to G/L options.'''
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
:Fix error "The company database upgrade failed...Unable to write to C:\Program Files (x86)\...\ccwibsv.ini" when setting up a new system and a database requires a version upgrade.
+
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
 +
:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.
 +
 
 +
Device Server
 +
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
 +
 
 +
Keystone REST Server
 +
:A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
 +
:A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
 +
:Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.
 +
 
 +
==Build 4.7.3 - 10/17/2024==
 +
 
 +
===Payroll Module===
  
−
Keystone REST Server (KServer)
+
Tax Library
−
:'''Windows Client A/R API: Add "rdmARAllTickets/cdsMaster" endpoint.'''
+
:'''Updated to version 2024-R11 (IN counties.)'''
−
:'''Windows Client A/R Lookup API: Add "rdmARAllTickets/cdsKey" and "rdmARAllTickets/cdsTicketSearch" endpoints.'''
+
 
−
:Windows Client A/R Lookup API: Modify "rdmARPlantTicket/cdsKey" and "rdmARPlantTicket/cdsTicketSearch" endpoints to add PLANT_TYPES parameter.
+
===General===
−
:Windows Client Device API v2: Modify "dispatchevent" endpoint ticket queries to merge plant, office and sales history tables.
+
 
 +
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 4.6.1 - 5/14/2024==
+
==Build 4.7.2 - 10/11/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
 
Order Maintenance
 
Order Maintenance
−
:Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.)
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.
 
−
 
 
−
Reprint Tickets
 
−
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
 
  
 
Schedule
 
Schedule
−
:Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.
+
:Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
−
:Do not include orders (both on the order grid and in the schedule totals) where the order's plant does not allow tickets to be generated.
+
:Fix "Quick Ticket" logic to properly set the load number in the ticket.
−
:Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.
+
:Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
−
:Fix exception "cdsDIScheduleGrid: Field LD_LOAD_NO not found" when using the "Ship to Same Order" option on the truck popup menu (introduced in 4.6.)
+
: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
 
Ticket Printing
−
:When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
+
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
−
:'''Add ability to configure separate forms/printers by scale device on the Printer Setup dialog.'''
+
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
−
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
 
−
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticket Printing
+
Order Maintenance
−
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
+
:'''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===
  
−
Automatic Product Maintenance
+
A/R Inquiry<BR>
−
:'''Add "Copy Automatic Product" button to the product edit page.'''
+
Cash Posting<BR>
−
:Fix so Cancel button on the main screen cancels changes.
+
Customer Maintenance<BR>
−
:Fix so Cancel button when adding a new automatic product cancels the add.
+
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.
  
−
Cash Posting
+
Import Tickets
−
:'''Add Contacts tab.'''
+
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
  
−
Email Statements
+
Prepare Remote Ticketing Data
−
:Fix to properly configure job, plant or division separation.
+
:'''Add client-side log messages.'''
−
:Fix to properly update email status when plant or division separation is active.
 
−
:Generate unique PDF filename when plant or division separation is active.
 
−
:Allow blank Statement Form Id and maintain this setting from run to run.
 
−
:When separating by division, properly handle blank for "Only Division" dropdown.
 
  
−
Print Statements
+
Print Invoices
−
:Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form.
+
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
−
:When resetting the form at Preview/Print time, always load the form after changing the form to the division-specific form (introduced in 4.6.)
 
−
:Fix aging, discount, finance charge and statement totals when separating by job, plant or division.
 
−
:Fix initial form setting at start of report.
 
  
 
Sales Tax Report
 
Sales Tax Report
−
:Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.
+
: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===
  
−
Aged Trial Balance Export
+
Vendor Maintenance
−
:'''New option added to the A/P Data Exports menu.'''
+
:'''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===
 
===General Ledger Module===
  
−
Print Financial Statement Format
+
Batch List
−
:Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
+
:'''Print transaction second description line if present.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2024-R6.'''
+
:'''Updated to version 2024-R10.'''
  
 
===General===
 
===General===
  
 
Company Database
 
Company Database
−
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.
+
:Updated to version 25.02.
  
−
Form Reports
+
System Menu
−
:If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.
+
: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.
  
−
File Maintenance
+
Windows Client
−
:Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)
+
: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===
 +
 +
Application Server
 +
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
+
:Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
−
:Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.
+
Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
−
:Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
+
: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===
  
−
==Build 4.6 - 5/3/2024==
+
Cash Posting
 +
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
  
−
===New Features===
+
Customer Maintenance
 +
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
  
−
Dispatch Split Orders
+
Re-Print Tickets
−
:'''When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)'''
+
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
  
−
Dispatch Orders can no longer be deleted
+
===General===
−
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''
 
  
−
Re-Send Dispatch Event Notifications
+
Company Database
−
:'''A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.'''
+
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
  
−
Sending Tickets to Batch Controls
+
Reports
−
:'''A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.'''
+
: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===
 
===Dispatch Module===
  
−
Mix Design Maintenance
+
Edit Ticket Times
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
+
:'''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
−
:'''Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.'''
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:'''Do not allow orders to be deleted.'''
+
: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.
−
:'''Require reason when the order status is changed to "Cancelled".'''
+
:Fix scroll wheel not working correctly on Job Id dropdown.
−
:'''Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.'''
+
:Do not copy the W/C Release Time field when copying an order.
−
:'''Add shading to non-editable fields on Loads grid.'''
+
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
−
:'''Add ability to override a load's scheduled plant.'''
+
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
−
:'''Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.'''
+
:Eliminate duplicate "Item Add" event generated when copying order.
−
:'''Add support for Split Orders (see New Features above.)'''
+
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
−
:'''When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)'''
+
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
−
:'''Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.'''
+
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
  
−
Order Maintenance<BR>
+
Print Orders
−
Ticket Maintenance
+
:'''Add handling for "mix multiplier" auto qty products.'''
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
 
  
−
Order Maintenance<BR>
+
Re-Print Tickets<BR>
 
Ticket Printing
 
Ticket Printing
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
+
:'''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 order event for Swap Truck.'''
+
:Do not reset the truck available time if only the custom status is changed.
−
:'''Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.'''
+
:Do not reset the truck to clocked out status after shipping and then voiding a load.
−
:'''Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.'''
+
:Performance improvement when scrolling or clicking the order grid.
−
:'''Add hover hint on truck status to show batch control error message.'''
+
:'''Add "Plt Name" as an optional grid field.'''
−
:'''Set WillCall Release Time field when a W/C order is shipped.'''
+
: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.
−
:'''Truck grids now sort on plant and truck number by default.'''
+
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
−
:'''Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)'''
+
: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.
−
:After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.
+
: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.)'''
  
−
Schedule<BR>
+
Ticket Printing
−
Ticket Maintenance<BR>
+
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
−
Ticket Printing<BR>
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
−
Ticket Stack<BR>
+
 
−
Weigh Truck
+
Truck Demand Graph
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
+
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
 +
 
 +
===Ticketing Module===
  
−
Ticket Maintenance
+
Order Maintenance
−
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
+
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
  
−
Ticket Maintenance<BR>
+
Order Stack
−
Ticket Stack
+
:'''Add "Qty Ord" as an optional grid field.'''
−
:'''Allow editing of the HOLD field.'''
 
  
 +
Re-Print Tickets<BR>
 
Ticket Printing
 
Ticket Printing
−
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
+
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
−
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
+
:'''Add ability to print the user that originally created the ticket.'''
−
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
+
:'''Add ability to print customer phone number on ticket.'''
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
+
:'''Add ability to print list price, list totals and savings fields on tickets.'''
−
 
 
−
===Ticketing Module===
 
  
−
Order Maintenance<BR>
+
Re-Print Tickets<BR>
−
Ticket Maintenance
+
Re-Transfer Tickets
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
+
: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.
  
−
Order Maintenance<BR>
 
 
Ticket Printing
 
Ticket Printing
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
+
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
  
−
Order Stack
+
===Accounts Receivable Module===
−
:'''Add order CUSTOM_1 field as an optional grid field.'''
 
  
−
Order Stack<BR>
+
A/R Inquiry
−
Ticket Maintenance<BR>
+
:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
−
Ticket Printing<BR>
+
:Fix missing QR code when previewing invoice that contains a QR code.
−
Ticket Stack<BR>
+
:Fix missing PDF hyperlink when printing to PDF from invoice preview form.
−
Weigh Truck
 
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
  
−
Order Stack<BR>
+
Comparative Customer Sales Report
−
Ticket Printing
+
:'''Add product class selection.'''
−
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
 
  
−
Ticket Maintenance
+
Customer Maintenance
−
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
+
:Significant performance improvement when renaming a customer.
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
+
: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.
  
−
Ticket Maintenance<BR>
+
Customer Price Maintenance
−
Ticket Stack
+
:Show only those events related to customer prices.
−
:'''Allow editing of the HOLD field.'''
 
  
−
Ticket Printing
+
Edit Ticket Times
−
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
+
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
−
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
+
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
+
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
  
−
===Accounts Receivable Module===
+
Import Tickets
 +
:Handle exceptions when calculating sales tax during ticket import.
  
 
Job Price Maintenance
 
Job Price Maintenance
−
:Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
+
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
+
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
−
 
 
−
Open Ticket Stack<BR>
 
−
Ticket Maintenance<BR>
 
−
Truck Maintenance
 
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
−
 
 
−
Plant Maintenance
 
−
:'''Add Events tab.'''
 
−
:'''Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.'''
 
−
:'''Add "Allow Tickets" checkbox.'''
 
−
:Require access code to activate an inactive plant.
 
−
:Require access code to change Allow Tickets from unchecked to checked.
 
  
 
Print Invoices
 
Print Invoices
−
:Fix invoice separation by division.
+
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
  
 
Print Statements
 
Print Statements
−
:'''Add options to properly separate by job, plant, division.'''
+
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
−
:'''Save the selections in the Division/Plant/Job dropdowns from run to run.'''
 
−
:Eliminate Customer/Job report sequence option.
 
  
 
Product Maintenance
 
Product Maintenance
−
:'''Add field change events for the Tax Code fields.'''
+
:Significant performance improvement when renaming a product.
−
:'''Auto-fill Base Product and Plant fields when adding a new product.'''
+
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
−
:Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
+
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
−
:Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
+
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
 
  
−
Sales Tax Report
+
Product Sales by Customer Report<BR>
−
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''
+
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
 
Ticket Maintenance
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
+
:'''Use job/customer specific ticket form when printing ticket if specified.'''
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
 
−
 
 
−
Truck Maintenance
 
−
:'''Add "Description" field.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Inquiry
+
Import Invoices
−
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''
+
:Set the payment method for imported invoices from the vendor.
  
−
Print Checks<BR>
+
Re-Print ACH Stubs<BR>
−
Re-Print Checks<BR>
+
Re-Print Checks
−
Vendor List<BR>
+
:'''Add Division selection.'''
−
Vendor Maintenance<BR>
 
−
Void Checks<BR>
 
−
Void Invoices
 
−
:'''Add "Country" field.'''
 
  
−
===Payroll Module===
+
Vendor Maintenance
 +
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
  
−
Tax Library
+
===Cash Management Module===
−
:'''Updated to version 2024-R5 (VA state.)'''
 
  
−
===General===
+
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.
  
−
Form Maintenance
+
===Payroll Module===
−
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
 
  
−
Form Reports
+
Tax Library
−
:Do not use forms in the company database that are marked Inactive.
+
:'''Updated to version 2024-R9.'''
−
:'''Allow special Unicode characters when printing text on forms.'''
 
−
 
 
−
Windows Client
 
−
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
 
−
:'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
 
−
:File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
 
−
:File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.
 
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
:Disable KServer access to database being upgraded during upgrade process.
+
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
 +
 
 +
Device Aggregator
 +
:Do not record batch results if there are no batch results present from the batch device.
  
 
Device Server
 
Device Server
−
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
+
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
−
:Do not truncate any product code fields for batch protocols.
 
−
:Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
 
−
:'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
+
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
−
:Prevent new requests from connecting to database being restored or upgraded.
+
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
−
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
+
:'''External AICrete API: New API for interfacing with AICrete.'''
−
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
+
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
−
:'''Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.'''
+
:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
−
:Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
+
:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
−
:Stonemont QC API: Set "decodestrings" option to "html" at the map level.
+
: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/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.'''
+
: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 A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.'''
+
: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 A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.'''
+
:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
−
:'''Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
+
 
−
:Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
+
===General===
−
:'''Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
+
 
−
:'''Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
+
Setup
−
:'''Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.'''
+
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
−
:'''Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.'''
+
 
 +
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 4.5.x]]

Latest revision as of 19:19, 1 November 2024


NOTE: Items in bold type are NEW features.

Build 4.7.4 - 11/1/2024

Dispatch Module

Mix Design Maintenance

Filter product lookup to include only Mix type products.

Order Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Prevent new orders from being added for inactive customers.
Highlight loads for a future date with a yellow background.
When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.
Update the load override time when recalculating loads if necessary.

Schedule

Move "View Order" button to bottom-most position on the Order popup dialog.

Ticket Maintenance
Ticket Printing

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Ticketing Module

Order Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Prevent new orders from being added for inactive customers.

Ticket Maintenance
Ticket Printing

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Accounts Receivable Module

Customer Maintenance

Add "Web Orders" checkbox to Contacts grid.

Import Tickets

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Job Price Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.

Open Ticket Stack

When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.
Require a Void Reason when a ticket is voided.

Print Invoices
Re-Print Invoices

Add ability to print Order Contact and Phone Number on invoice.

Ticket Maintenance

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.
Require a Void Reason when a ticket is voided.

Quote Module

Print Quotes

Add ability to print the product's Description 1 and 2 fields on the quote form.

Accounts Payable Module

A/P Inquiry

Add "Last Ck#" grid column.

Select Invoice for Payment

If user does not have security role permission for C/M, do not show the C/M account balance.

General Ledger Module

G/L Batch List

Add user checkbox for "Show Trx Description 2".

Import Payroll Transactions

New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)

Payroll Module

Tax Library

Updated to version 2024-R11a.

Timecard Maintenance

Fix EAccessViolation exception when deleting a paycheck.

General

DataScope
Query Export

Take user roles into account when filtering the query list by module.

System Option Maintenance

Add "Import Payroll Options" section to G/L options.

Services

Application Server

Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.

Device Server

Digital Fleet ticket XML export: add "usage_desc" field.

Keystone REST Server

A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.

Build 4.7.3 - 10/17/2024

Payroll Module

Tax Library

Updated to version 2024-R11 (IN counties.)

General

System Map

Fix issue where an empty white screen appears when viewing the map.

System Menu

Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.

Build 4.7.2 - 10/11/2024

Dispatch Module

Order Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Schedule

Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
Fix "Quick Ticket" logic to properly set the load number in the ticket.
Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
Fix order load alert messages not working (introduced in 4.5.6.2.)
Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.
Add Plant Id to status pop-up.
Add optional "OrdPlt" field to schedule grid (Plant Id from order.)

Ticket Printing

Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.

Ticketing Module

Order Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Order Stack

Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.

Accounts Receivable Module

A/R Inquiry
Cash Posting
Customer Maintenance
Job Price Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Customer Maintenance

Do not require Tax Exempt Id for non-taxable customers that are Inactive.

Import Tickets

When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.

Prepare Remote Ticketing Data

Add client-side log messages.

Print Invoices

Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)

Sales Tax Report

Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.

Quote Module

Prospect Maintenance
Quote Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Accounts Payable Module

Vendor Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

General Ledger Module

Batch List

Print transaction second description line if present.

Payroll Module

Tax Library

Updated to version 2024-R10.

General

Company Database

Updated to version 25.02.

System Menu

When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.

Windows Client

Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
When processing an auto-task, initialize client-side log.
Decrease file chunk size to 1MB when reading/writing files from/to KServer.
When reading file from KServer, raise exception if the response content type is not valid.
When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.

Services

Application Server

When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.

Keystone REST Server (KServer)

Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.

Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.

Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.

Build 4.7.1 - 9/13/2024

Dispatch Module

Order Maintenance

Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)

Accounts Receivable Module

Cash Posting

Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.

Customer Maintenance

Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)

Re-Print Tickets

Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)

General

Company Database

Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.

Reports

Some reports were not respecting the default font/bold printer options.

Services

Keystone REST Server (KServer)

Add "FormatCurr" function.
Fix "StringReplace" function to handle NULL string parameters correctly.
Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.
FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.
Online Customer Portal API: Add "invoice" endpoint.

Build 4.7 - 8/30/2024

Dispatch Module

Edit Ticket Times

Set associated status reason to "user edit" when one of the eight ticket times is changed.
Display green background on any of the eight ticket times when the associated status reason is "user edit".
Display associated status reason description as a hint for all of the eight ticket times.

Order Maintenance

Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
Fix scroll wheel not working correctly on Job Id dropdown.
Do not copy the W/C Release Time field when copying an order.
Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.
Eliminate duplicate "Item Add" event generated when copying order.
Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
Show the W/C Release Time as a hint when you hover on the W/C checkbox.

Print Orders

Add handling for "mix multiplier" auto qty products.

Re-Print Tickets
Ticket Printing

Use ticket form specified in job, then customer, then plant and finally the default form.
Add ability to print the user that originally created the ticket.
Add ability to print customer phone number on ticket.
Add ability to print the 8 load time source fields on tickets.
Add ability to print list price, list totals and savings fields on tickets.

Re-Print Tickets
Re-Transfer Tickets

Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.

Schedule

Do not reset the truck available time if only the custom status is changed.
Do not reset the truck to clocked out status after shipping and then voiding a load.
Performance improvement when scrolling or clicking the order grid.
Add "Plt Name" as an optional grid field.
Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)

Ticket Printing

Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.
Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)

Truck Demand Graph

Change calculation of departure time for additional Plus load to be the End Pour time of the last load.

Ticketing Module

Order Maintenance

Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.

Order Stack

Add "Qty Ord" as an optional grid field.

Re-Print Tickets
Ticket Printing

Use ticket form specified in job, then customer, then plant and finally the default form.
Add ability to print the user that originally created the ticket.
Add ability to print customer phone number on ticket.
Add ability to print list price, list totals and savings fields on tickets.

Re-Print Tickets
Re-Transfer Tickets

Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.

Ticket Printing

Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)

Accounts Receivable Module

A/R Inquiry

Add Ship To 2, 3 and 4 as optional grid fields.
Fix missing QR code when previewing invoice that contains a QR code.
Fix missing PDF hyperlink when printing to PDF from invoice preview form.

Comparative Customer Sales Report

Add product class selection.

Customer Maintenance

Significant performance improvement when renaming a customer.
Show all customer events except those related to customer prices.
Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.

Customer Price Maintenance

Show only those events related to customer prices.

Edit Ticket Times

Set associated status reason to "user edit" when one of the eight ticket times is changed.
Display green background on any of the eight ticket times when the associated status reason is "user edit".
Display associated status reason description as a hint for all of the eight ticket times.

Import Tickets

Handle exceptions when calculating sales tax during ticket import.

Job Price Maintenance

Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.
Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)

Print Invoices

Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.

Print Statements

Add Order Id and the four Ship To fields as available fields on the form.

Product Maintenance

Significant performance improvement when renaming a product.
Add "Adjust" column to the grid on the Mix Modifier tab.
Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.

Product Sales by Customer Report
Product Sales Report

Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.

Re-Print Tickets

Add ability to print the 8 load time source fields on tickets.

Sales Tax Rate Maintenance

Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.

Ticket Inquiry

Show Invoice Number at bottom left of screen for sales history tickets.

Ticket Maintenance

Use job/customer specific ticket form when printing ticket if specified.

Accounts Payable Module

Import Invoices

Set the payment method for imported invoices from the vendor.

Re-Print ACH Stubs
Re-Print Checks

Add Division selection.

Vendor Maintenance

Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.

Cash Management Module

Statement Reconciliation

Properly separate Check No and Check Amount columns based on check key.
Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
Record the last change date/time and user when generating combined deposits.

Payroll Module

Tax Library

Updated to version 2024-R9.

Services

Application Server

Record the status reason code when setting one of the eight ticket times when the load status is changed.

Device Aggregator

Do not record batch results if there are no batch results present from the batch device.

Device Server

When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.

Keystone REST Server (KServer)

Add HaulHub/DOT support for these states: ID, KY, TN, WI.
Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.
External AICrete API: New API for interfacing with AICrete.
Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.

General

Setup

Now supports installing on Windows 11 for ARM (experimental.)

System Option Maintenance

Add search window to help locate system options.

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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