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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 3.6.18 - 10/9/2020== | + | ==Build 4.7.3 - 10/17/2024== |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Driver Time/Yardage Analysis Report
| |
− | :'''Add "Truck Id" selection.'''
| |
− | :'''Show Driver Name next to Driver Id on report.'''
| |
− | | |
− | Truck Demand Graph
| |
− | :Fix consolidated graph not reporting data in proper time slots.
| |
| | | |
| ===Payroll Module=== | | ===Payroll Module=== |
| | | |
− | Calculate Payroll
| + | Tax Library |
− | :'''Added new SYSVARs to payroll formulas: CHKDATE, PDBEGIN, PDEND.''' | + | :'''Updated to version 2024-R11 (IN counties.)''' |
| | | |
| ===General=== | | ===General=== |
| | | |
− | Form Maintenance
| + | System Map |
− | :Fix Preview so form images render on the previewed form. | + | :Fix issue where an empty white screen appears when viewing the map. |
| | | |
− | ===Services===
| + | 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. |
− | Device Aggregator
| |
− | :'''Send Temper, Trim, Truck and Manual water to notify devices as extra ingredients.''' | |
− | | |
− | Device Server
| |
− | :'''Add Unit of Measure to Load Size, Cumul Qty, Order Qty and ingredients (notify batch weights devices.)'''
| |
− | :'''Add SHOWWATERTEMPER, SHOWWATERTRIM, SHOWWATERTRUCK and SHOWWATERMANUAL device configuration parameters to control presentation of miscellaneous waters (notify batch weights devices.)'''
| |
| | | |
− | ==Build 3.6.17 - 9/28/2020== | + | ==Build 4.7.2 - 10/11/2024== |
| | | |
| ===Dispatch Module=== | | ===Dispatch Module=== |
| | | |
| Order Maintenance | | Order Maintenance |
− | :'''Add "Mix Multiplier" Auto Qty type processing for products.''' | + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' |
− | :No longer generates Field Change events when the Product Id is changed.
| |
− | :Fix Product Add order event to report new Product Id.
| |
− | :'''Generate Product Add order event when existing comment changed to product.'''
| |
− | :'''Generate Product Delete event when existing product changed to comment.'''
| |
− | :When using the Quick Order function from the Dispatch Schedule, do not show the "Ticket Copies" edit box at startup.
| |
− | :'''Contacts grid layout will now save customizations from run to run.'''
| |
− | :'''Added "Src" as an optional contacts grid field.'''
| |
− | :Improved identification of customer/job contacts.
| |
| | | |
| Schedule | | Schedule |
− | :Disable automatic refresh of the schedule when the PC enters sleep mode. | + | :Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality. |
− | :Fix scale weights not reading properly. | + | :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. |
− | Ticket Maintenance
| + | :Fix order load alert messages not working (introduced in 4.5.6.2.) |
− | :'''Add "Pre-Loaded Water" columns to Batch Weights grid.''' | + | :'''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 creating ticket from order, calculate quantity for "Mix Multiplier" auto qty type correctly. | + | :Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket. |
− | :Fix scale weights not reading properly. | + | :When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked. |
− | | |
− | Truck Demand Graph
| |
− | :Fix weird behavior of series checkboxes.
| |
| | | |
| ===Ticketing Module=== | | ===Ticketing Module=== |
| | | |
| Order Maintenance | | Order Maintenance |
− | :'''Contacts grid layout will now save customizations from run to run.''' | + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' |
− | :'''Added "Src" as an optional contacts grid field.'''
| |
− | :Improved identification of customer/job contacts.
| |
| | | |
| Order Stack | | Order Stack |
− | :Disable automatic refresh of the order stack when the PC enters sleep mode. | + | :Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that. |
− | :Fix scale weights not reading properly.
| |
− | | |
− | Ticket Printing
| |
− | :When creating ticket from order, calculate quantity for "Mix Multiplier" auto qty type correctly.
| |
− | :Fix scale weights not reading properly.
| |
| | | |
| ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | |
− | A/R Inquiry | + | A/R Inquiry<BR> |
− | :'''Apply all grid column filters when using the "Forms" dropdown button to print the statement.''' | + | Cash Posting<BR> |
− | :'''Apply all grid column filters when using the "Print" button to print the customer invoice history report.'''
| + | 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.''' |
| | | |
− | Cash Posting
| + | Customer Maintenance |
− | :'''Apply all grid column filters when using the "Forms" dropdown button to print the statement.''' | + | :Do not require Tax Exempt Id for non-taxable customers that are Inactive. |
| | | |
− | Job Price Maintenance
| + | Import Tickets |
− | :'''Contacts grid layout will now save customizations from run to run.''' | + | :When reading CSV file, strip the Excel UTF-8 BOM characters from the first record. |
− | :'''Added "Src" as an optional contacts grid field.'''
| |
− | :Improved identification of customer contacts.
| |
− | | |
− | Month/Year End Processing
| |
− | :Recalculate customer A/R balances as needed.
| |
| | | |
| Prepare Remote Ticketing Data | | Prepare Remote Ticketing Data |
− | :'''Add GLTACNRMCA table to list of tables to be exported.''' | + | :'''Add client-side log messages.''' |
| | | |
− | Product Class Maintenance
| + | Print Invoices |
− | :'''Add "Mix Multiplier" as a Default Auto Qty type.''' | + | :Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.) |
− | | |
− | Product Maintenance
| |
− | :'''Add "Mix Multiplier" as an Auto Qty type.'''
| |
− | | |
− | Ticket Maintenance
| |
− | :'''Add "Pre-Loaded Water" columns to Batch Weights grid.'''
| |
− | | |
− | Truck Maintenance
| |
− | :'''Add "Seq No" as an optional GPS status grid field.'''
| |
− | :When two statuses have the same time, sort them in the order originally processed on the GPS status grid.
| |
| | | |
− | Void Invoice
| + | Sales Tax Report |
− | :When voiding and reopening tickets, re-link the document images and batch weights to the new tickets. | + | :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=== | | ===Quote Module=== |
| | | |
| + | Prospect Maintenance<BR> |
| Quote Maintenance | | Quote Maintenance |
− | :'''Contacts grid layout will now save customizations from run to run.''' | + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' |
− | :'''Added "Src" as an optional contacts grid field.'''
| |
− | :Improved identification of customer/prospect contacts.
| |
| | | |
| ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
| | | |
− | A/P ACH Export<BR>
| + | Vendor Maintenance |
− | Re-Export A/P ACH
| + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' |
− | :Fix report to include correct A/P detail.
| + | |
− | :'''Print user-entered parameters at the top of the first report page.''' | + | ===General Ledger Module=== |
| | | |
− | Re-Export A/P ACH
| + | Batch List |
− | :Fix query filtering to exclude ACH transactions that were never previously exported. | + | :'''Print transaction second description line if present.''' |
| | | |
| ===Payroll Module=== | | ===Payroll Module=== |
− |
| |
− | Calculate Payroll
| |
− | :'''Add ability to specify the period value for SUMDEFTYPE payroll formula operation.'''
| |
− |
| |
− | Employee Maintenance
| |
− | :When adding an employee event, automatically fill in the "User Id" field.
| |
− |
| |
− | Payroll ACH Export<BR>
| |
− | Re-Export Payroll ACH
| |
− | :'''Print user-entered parameters at the top of the first report page.'''
| |
− |
| |
− | Re-Export Payroll ACH
| |
− | :Fix query filtering to exclude ACH transactions that were never previously exported.
| |
| | | |
| Tax Library | | Tax Library |
− | :'''Updated to 2020-R10 version.''' | + | :'''Updated to version 2024-R10.''' |
| | | |
| ===General=== | | ===General=== |
| | | |
| Company Database | | Company Database |
− | :Fix CMPTRX_ACCTBAL procedure to include void/reversal transactions. | + | :Updated to version 25.02. |
− | | |
− | Email Validation
| |
− | :Allow email addresses with special characters in the first part of the email address.
| |
| | | |
| System Menu | | System Menu |
− | :'''Change menu item sequence on A/R File Maintenance and A/R File List menus to: Group Prices, Customer Prices, Job Prices to match the pricing hierarchy.''' | + | :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. |
| | | |
− | System Option Maintenance
| + | Windows Client |
− | :For Email SSL Method, add TLS V1.1 and TLS V1.2 options to the dropdown. | + | :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. |
− | ===Services===
| + | :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. |
− | Device Aggregator
| + | :When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice. |
− | :'''Add "IGNORELOADTIME" batch control device parameter to ignore Load Time within batch results.'''
| |
− | :Delay accepting connections from device servers until all device threads have been created and initialized.
| |
− | :'''Process "Pre-Loaded Water" when processing batch results.'''
| |
− | | |
− | Device Server
| |
− | :'''Add Latitude/Longitude support for RoadKing GPS.'''
| |
− | :'''Add ability to hide "% Error" detail column when emailing batch weights / sending batch weights to Keystone Online.'''
| |
− | :'''Add ability to read "Pre-Loaded Water" from Rex batch results.'''
| |
− | :'''Add support for Oshkosh Status interface (preliminary.)'''
| |
− | :When sending SMTP email, log an error event when one of the recipients fails and attempt to continue.
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :KServer FX API: Fix "tickettimes" query in "dispatchtime" endpoint to filter on Mix product type.
| |
− | | |
− | ==Build 3.6.16 - 8/5/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Reprint Tickets
| |
− | :'''Add "Order Id" selection criteria.'''
| |
− | :'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
| |
− | :Fix preview to show correct weighmaster signature image. | |
− | | |
− | Dispatch Schedule
| |
− | :Improve data load time for the schedule grid.
| |
− | :Fix midnight cross-over issues where some orders/loads would not appear on the correct day.
| |
− | | |
− | Dispatch Ticket Printing
| |
− | :Fix issue where backspacing out the Amount Tendered value would leave the first digit and use that as the Amount Tendered.
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Reprint Tickets
| |
− | :'''Add "Order Id" selection criteria.'''
| |
− | :'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
| |
− | :Fix preview to show correct weighmaster signature image. | |
− | | |
− | Ticketing Ticket Printing
| |
− | :Fix issue where backspacing out the Amount Tendered value would leave the first digit and use that as the Amount Tendered.
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Delivery Truck Log Report
| |
− | :Fixed to include only delivery products and non-void tickets.
| |
− | | |
− | A/R Driver Maintenance
| |
− | :Change "Employee No." field to "Employee Id."
| |
− | :Change "Emp Id" field on GPS tab to "Driver No." | |
− | | |
− | A/R Reprint Tickets from History
| |
− | :'''Add "Order Id" selection criteria.'''
| |
− | :'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
| |
− | :Fix preview to show correct weighmaster signature image.
| |
− | | |
− | ===Cash Management Module===
| |
− | | |
− | C/M Import Transactions
| |
− | :Change confirmation message to "Save imported transactions batch?".
| |
− | | |
− | C/M Post Imported Transactions
| |
− | :Fix issue where transactions with certain transaction types would import with zero dollar amounts.
| |
− | | |
− | ===General===
| |
− | | |
− | System Menu
| |
− | :'''Display notification when a new Keystone version is available.'''
| |
− | :Fix quick launch bar to properly launch Dispatch Ticket Printing on systems with both Dispatch & Ticketing.
| |
− | | |
− | ===Services===
| |
− | | |
− | Device Server
| |
− | :'''Add support for RoadKing GPS status device.'''
| |
− | :'''Add support for RoadKing dispatch event device.'''
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :'''Add Keystone Online E-ticketing API.'''
| |
− | | |
− | ==Build 3.6.15 - 7/17/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Batch Weights Report
| |
− | :'''Add mix product description lines 1 & 2.'''
| |
− | | |
− | Dispatch Reprint Tickets
| |
− | :'''Add user checkbox/dropdown list to override the plant's form settings and allow the user to select a specific ticket form.'''
| |
− | | |
− | Dispatch Schedule
| |
− | :Fix midnight cross-over issue where orders scheduled for tomorrow (just after midnight) would not show when the system clock is still today just before midnight.
| |
− | :Changed default load lookahead value to 3 hours (previously was 24 hours.) | |
− | | |
− | Dispatch Void Ticket
| |
− | :Include Order Id, Cust Id and Plant Id when sending notification to Keystone Online.
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Reprint Tickets
| |
− | :'''Add user checkbox/dropdown list to override the plant's form settings and allow the user to select a specific ticket form.'''
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Credit Card Pre-Approval
| |
− | :Fix Access Violation exception when trying to print an order from the Edit Order window.
| |
− | | |
− | A/R Import Tickets
| |
− | :Fix issue where batch weights would not be linked to tickets once the tickets were imported to the office.
| |
− | | |
− | A/R Print Statements
| |
− | :'''Add user checkbox option to Print Void Invoices.'''
| |
− | | |
− | ===Cash Management Module===
| |
− | | |
− | C/M Transaction Entry<BR>
| |
− | Enter C/M Balances
| |
− | :Fix Access Violation exception after first transaction is entered.
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Payroll Tax Library
| |
− | :'''Updated to 2020-R8a version.'''
| |
− | | |
− | ===General===
| |
− | | |
− | Company Database
| |
− | :'''Add master table triggers to trim key fields in master tables when inserting/updating records (solves issues when importing data outside of Keystone.)'''
| |
− | :'''Add table to track order complete notifications.'''
| |
− | :Re-link existing tickets with associated batch weights due to A/R Import Tickets issue.
| |
| | | |
| ===Services=== | | ===Services=== |
| | | |
| Application Server | | Application Server |
− | :Delete the associated GPS plant translation record when a plant is deleted. | + | :When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records. |
− | :'''Send dispatch event when a truck is swapped on the schedule.'''
| |
− | | |
− | Device Aggregator
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− | :Use the "Load Time" from the batch results as the "Batch Start" time for the ticket.
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− | :Use the current system time when processing batch results as the "Batch End" time for the ticket.
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− | | |
− | Device Server
| |
− | :'''Add support for JSON content in notification devices.'''
| |
− | :'''Add support for default RootURL value for REST client devices.'''
| |
− | :'''Add support for Keystone Online dispatch event API v2.'''
| |
− | :'''Add LINKVERSION/PROTOCOLVERSION device configuration parameters.'''
| |
− | | |
− | Keystone Web Server
| |
− | :Changed default load lookahead value to 3 hours (previously was 24 hours.)
| |
| | | |
| Keystone REST Server (KServer) | | Keystone REST Server (KServer) |
− | :Fix to send dispatch event if there is no STATUS list setup for the dispatch event device. | + | :Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods. |
− | :KServer Driver API: Fix issue where driver could not retrieve a ticket on the tablet for an order scheduled for tomorrow (just after midnight) that is shipped today just before midnight.
| + | Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3. |
− | :'''KServer Driver API: Add automatic process to send order complete notifications after a certain period of time (default is one hour.)'''
| + | :Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG. |
− | :Keystone Online Customer Portal API: Changed default load lookahead value to 3 hours (previously was 24 hours.)
| + | :Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file. |
− | :Dispatch API v1: Changed default load lookahead value to 3 hours (previously was 24 hours.) | + | :Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter. |
− | :Dispatch API v2: Changed default load lookahead value to 3 hours (previously was 24 hours.) | |
− | :'''Windows Client Device API v2: Add automatic process to return loads that were never returned after a certain period of time (default is 2 hours after projected return time.)''' | |
| | | |
− | ==Build 3.6.14 - 6/20/2020== | + | ==Build 4.7.1 - 9/13/2024== |
| | | |
| ===Dispatch Module=== | | ===Dispatch Module=== |
| | | |
− | Dispatch Order Maintenance
| + | Order Maintenance |
− | :'''Show credit card approval code in CC Auth status box when status is "Approved."'''
| + | :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.) |
− | | |
− | Dispatch Schedule<BR>
| |
− | Dispatch Ticket Printing
| |
− | :'''Support new "Weighed Volume" U/M type.'''
| |
− | | |
− | Dispatch Ticket Printing
| |
− | :Fix missing truck fields when printing ticket (ex: VIN_NUMBER.) | |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Order Stack<BR>
| |
− | Ticketing Ticket Printing
| |
− | :'''Support new "Weighed Volume" U/M type.'''
| |
− | | |
− | Ticketing Ticket Printing
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− | :Fix missing truck fields when printing ticket (ex: VIN_NUMBER.)
| |
| | | |
| ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | |
− | A/R Import Tickets
| + | Cash Posting |
− | :'''Add ability to copy Doc Link when importing remote tickets.'''
| + | :Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to. |
− | | |
− | | |
− | A/R Quick Ticket Entry<BR>
| |
− | A/R Ticket Maintenance
| |
− | :'''Support new "Weighed Volume" U/M type.'''
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Payroll Tax Library
| |
− | :'''Updated to 2020-R7 version.'''
| |
− | | |
− | ===General===
| |
− | | |
− | Company Database
| |
− | :Fix ARP_TICKETS procedure to properly handle empty salesperson field.
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− | :Fix existing A/P invoices: copy the 1099 Class from original invoice to reversal invoice.
| |
− | | |
− | ===Services===
| |
− | | |
− | Application Server
| |
− | :'''Add special plant suffix when sending dispatch events.'''
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− | :Fix A/P Void Invoice to copy the 1099 Class from original invoice to reversal invoice.
| |
− | :Prevent field overflow exception when batch status message is longer than 80 characters.
| |
− | | |
− | Device Server
| |
− | :'''Add missing tickets message to order complete notification email if some tickets do not have an associated PDF document.'''
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :'''Always send notify order complete command even if some tickets do not have an associated PDF document.'''
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− | :Fix plant ticket lookup to look back a maximum of 90 days.
| |
− | :'''GRS API: Add "activetrucksbyorder" endpoint.'''
| |
− | | |
− | ==Build 3.6.13 - 5/28/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Detailed Yardage Report
| |
− | :'''Add blank line after between jobs when job subtotal not printed.'''
| |
− | | |
− | Dispatch Order Maintenance
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− | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)''' | |
− | | |
− | Dispatch Schedule
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− | :The order maintenance window now opens faster than previously when adding/editing an order.
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Order Maintenance
| |
− | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Credit Card Preapprovals
| |
− | :'''Maintain order grid position after editing order, accepting changes or cancelling changes.'''
| |
− | :'''Add status message to indicate whether changes were saved or discarded.'''
| |
− | :'''Improve performance when orders are loaded and when changes are saved.'''
| |
− | :The order maintenance window now opens faster than previously when editing an order.
| |
− | | |
− | A/R Customer Maintenance<BR>
| |
− | A/R Inquiry
| |
− | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
| |
− | | |
− | A/R Job Price Maintenance
| |
− | :'''Prevent entry of invalid email address in Contacts grid and on Email Job dialog (existing invalid email address will be highlighted.)'''
| |
− | | |
− | ===Quote Module===
| |
− | | |
− | Quote Maintenance
| |
− | :'''Prevent entry of invalid email address in Contacts grid and on Email Quote dialog (existing invalid email address will be highlighted.)'''
| |
− | :When adding a new quote, load contacts from the prospect/customer into the Contacts grid.
| |
− | :When booking a job, copy the quote-specific contacts to the job.
| |
− | :When booking a job to a new customer, update the quote-specific contacts to the new customer.
| |
− | :Fix issue where quote-specific contacts for a new quote were not visible.
| |
− | | |
− | Quote Prospect Maintenance
| |
− | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
| |
− | | |
− | ===Accounts Payable Module===
| |
− | | |
− | A/P Vendor Maintenance
| |
− | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Payroll Employee Maintenance
| |
− | :'''Prevent entry of invalid email address (existing invalid email address will be highlighted.)'''
| |
− | | |
− | ===General===
| |
− | | |
− | System Menu
| |
− | :'''Custom menu options may now be placed into the company database.'''
| |
− | :Fix error message when menu is closed with Dispatch Schedule window open.
| |
− | | |
− | ===Services===
| |
− | | |
− | Application Server
| |
− | :'''Add "DOC_LINK" field when sending dispatch events.'''
| |
− | :Fix to send order complete notification when order status manually set to Complete.
| |
− | | |
− | Device Server
| |
− | :'''Add "TicketKey" field when sending dispatch events to Keystone Online.'''
| |
− | :Fix date/time conversion when sending dispatch events to Keystone Online.
| |
− | | |
− | Keystone REST Server
| |
− | :Fix date/time conversion to properly handle Stonemont date/time format (introduced in 3.6.12.)
| |
− | | |
− | ==Build 3.6.12 - 5/15/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Batch Weights Report<BR>
| |
− | Dispatch End of Day<BR>
| |
− | Dispatch Re-transfer Tickets
| |
− | :Use BW_RECKEY to link batch weights with tickets.
| |
− | | |
− | Dispatch Order Maintenance
| |
− | :'''Add ability to copy Contacts from contacts grid when copying an order.'''
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing End of Day<BR>
| |
− | Ticketing Re-transfer Tickets
| |
− | :Use BW_RECKEY to link batch weights with tickets.
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Import Tickets
| |
− | :When importing remote tickets clear the DOC_LINK and BW_RECKEY ticket fields.
| |
− | | |
− | A/R Job Price List
| |
− | :'''Add ability to select job form from drop-down list if there is more than one job form available.'''
| |
− | | |
− | A/R Job Price Maintenance
| |
− | :'''Add ability to email/preview the job price form.'''
| |
− | :'''Add drop-down list of available forms to Preview/Print/Email buttons.'''
| |
− | | |
− | ===Quote Module===
| |
− | | |
− | Quote Maintenance
| |
− | :'''Add ability to select quote form from drop-down list on Preview button.'''
| |
− | | |
− | ===Cash Management Module===
| |
− | | |
− | C/M Statement Reconciliation
| |
− | :Revert change made in version 3.6.6.5 so the transaction list once again includes voids/reversals.
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Payroll Tax Library
| |
− | :'''Updated to 2020-R6 version.'''
| |
− | | |
− | ===General===
| |
− | | |
− | Query Export
| |
− | :Use server time zone when exporting times in JSON format.
| |
− | | |
− | ===Services===
| |
− | | |
− | Application Server
| |
− | :Set BATCH_END_DT properly in ticket table when batch results are processed and the truck's current status is not Begin Load.
| |
− | | |
− | Device Aggregator
| |
− | :When processing batch weights use LoadDT from batch results when looking up tickets.
| |
− | :When processing batch weights establish BW_RECKEY link between batch weights and ticket.
| |
− | | |
− | Device Server
| |
− | :'''Add SMTP batch control device (ticket notification for concrete and aggregate plants.)'''
| |
− | :'''Add SendGrid email support for batch weights and order complete notifications.'''
| |
− | :Include "OrderId" field when sending dispatch events to Keystone Online.
| |
− | | |
− | Keystone REST Server
| |
− | :'''Add GRS Legacy API.'''
| |
− | :Use BW_RECKEY to link batch weights with tickets.
| |
− | :'''Add ability to specify time zone conversion by API and endpoint.'''
| |
− | :Fix exception when processing body content that contained an array.
| |
− | :Fix "Argument Out of Range" exception when processing JSON array.
| |
− | :Fix REST client link to consider HTTP status codes between 200-299 as success.
| |
− | :Do not apply a time zone offset when the date/time value contains only a date.
| |
− | :'''Driver API: Add "batwtcontacts" and "ordcompcontacts" to truckticketinfo endpoint.'''
| |
− | :Driver API: Improve efficiency of "contacts" and "tickets" queries in notifyordercomplete endpoint.
| |
− | :Driver API: Fix notifyordercomplete and truckticketinfo endpoints to check ACTIVE_FLAG on all master tables.
| |
− | :'''FX API: Add "matreqday" result array to materialrequiredbyhour endpoint.'''
| |
− | :GRS API: Fix calculation of "timeInCurrentStatus" field.
| |
− | :GRS Legacy API: Fix calculation of "timeInCurrentStatus" field.
| |
− | :Quote API: Use server local time zone on time fields.
| |
− | :Quote API: Fix syntax error in calc expression for WonLostDate field in Quote PUT endpoint.
| |
− | :Stonemont QC API: Revert defaults for "begindate" and "enddate" parameters for xbatchresults, xbatchresultlist and xbatchresultscondensed endpoints.
| |
− | | |
− | ==Build 3.6.11 - 4/24/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Order Maintenance
| |
− | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
− | :Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
| |
− | | |
− | Dispatch Ticket Maintenance
| |
− | :Fix Batch Weights grid to filter based on Ticket Date.
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Order Maintenance
| |
− | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
− | :Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Customer Maintenance<BR>
| |
− | A/R Job Price Maintenance
| |
− | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
− | | |
− | A/R Email Invoices
| |
− | :Significant reduction in size of PDF attachment when printing/emailing invoice that includes E-Ticket PDFs.
| |
− | | |
− | A/R Print Invoices<BR>
| |
− | A/R Reprint Invoices
| |
− | :Eliminate Product Summary group header printing at top of ticket document page.
| |
− | | |
− | A/R Sales Tax Rate Maintenance
| |
− | :Fix exception "EDBClientError" (Key violation) when adding another locality rate where at least one already exists.
| |
− | | |
− | ===Quote Module===
| |
− | | |
− | Quote Maintenance<BR>
| |
− | Quote Prospect Maintenance
| |
− | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
− | | |
− | ===General===
| |
− | | |
− | DataScope<BR>
| |
− | Query Export
| |
− | :Fix so DELETE key deletes the query after confirmation (just like CTRL+DELETE does.)
| |
− | :Fix "Missing data provider or data packet" when running a multi-company query for the second time within a session.
| |
− | | |
− | Reports
| |
− | :When previewing a single item report, always display the Select Printer dialog before printing.
| |
− | :Fix reports that run through KServer to properly handle parameters containing spaces (for example, Job Ids.)
| |
− | | |
− | System Menu
| |
− | :When processing a pending Keystone update, display an error message if the update file no longer exists on the server.
| |
− | | |
− | ===Services===
| |
− | | |
− | Application Server
| |
− | :'''Trigger Order Complete notification when order status changed to Completed.'''
| |
− | | |
− | Device Aggregator
| |
− | :'''Trigger Order Complete notification when processing batch results.'''
| |
− | :When processing batch results use Load Date/Time from batch results as the ticket "Batch End Date/Time" value.
| |
− | | |
− | Device Server
| |
− | :'''Add "SSLMethod" device parameter to SMTP client link.'''
| |
− | :'''Add SMTP Email Order Complete notification device.'''
| |
− | :'''Add Truck Number to batch weights notification email.'''
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :Fix SetPostDataParams to set URI defined parameters from PostData only if the URI parameter value is not specified.
| |
− | :Dispatch API V2: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
− | :Keystone Online Customer Portal API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
− | :Stonemont QC API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
− | :Windows Client Dispatch API V2: Fix "rdmDISchedule/cdsDIAvailTrucks" endpoint to keep BEG_DRIVER_DT and END_DRIVER_DT parameter values as-is (do not apply StartOfTheDay/EndOfTheDay functions.)
| |
− | | |
− | ==Build 3.6.10 - 4/10/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Order Maintenance
| |
− | :'''Add "Email Bwt" column to Contacts grid.'''
| |
− | :'''Include Job contacts in Contacts grid.'''
| |
− | :Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
| |
− | | |
− | Dispatch Ticket Printing
| |
− | :'''Send truck's Owner Code to batch control.'''
| |
− | :'''Send Plant Name, Address and Phone Number fields to batch control.'''
| |
− | :'''Send Batch Weight Notification email addresses to batch control.'''
| |
− | | |
− | Dispatch Truck Demand Graph
| |
− | :Fix "Update Error: Invalid URL" when clicking OK on the planning page (introduced in 3.6.7.)
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Order Maintenance
| |
− | :'''Add "Email Bwt" column to Contacts grid.'''
| |
− | :'''Include Job contacts in Contacts grid.'''
| |
− | :Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
| |
− | | |
− | Ticketing Ticket Printing
| |
− | :'''Send truck's Owner Code to batch control.'''
| |
− | :'''Send Plant Name, Address and Phone Number fields to batch control.'''
| |
− | :'''Send Batch Weight Notification email addresses to batch control.'''
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Credit Review Report
| |
− | :'''New option added to the Accounts Receivable menu.'''
| |
− | | |
− | A/R Customer Maintenance
| |
− | :'''Add "Email Bwt" column to Contacts grid.'''
| |
− | | |
− | A/R Job Price Maintenance
| |
− | :'''Add "Email Bwt" column to Contacts grid.'''
| |
− | :Fix Contacts grid so customer contacts always appear before job contacts.
| |
− | | |
− | ===Quote Module===
| |
− | | |
− | Quote Maintenance
| |
− | :'''Add "Email Bwt" column to Contacts grid.'''
| |
− | | |
− | Quote Prospect Maintenance
| |
− | :'''Add "Email Bwt" column to Contacts grid.'''
| |
− | | |
− | ===Cash Management Module===
| |
− | | |
− | C/M Cash Flow Summary Report
| |
− | :'''New option added to the C/M Reports menu.'''
| |
− | | |
− | ===General Ledger Module===
| |
− | | |
− | G/L Trial Balance by Month
| |
− | :'''New option added to the G/L Reports menu.'''
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Payroll Company Summary Report
| |
− | :'''New option added to the Payroll Reports/Inquiries menu.'''
| |
− | | |
− | Payroll Employee Summary Report
| |
− | :'''New option added to the Payroll Reports/Inquiries menu.'''
| |
− | | |
− | Payroll Tax Library
| |
− | :Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.)
| |
− | | |
− | ===Services===
| |
− | | |
− | Device Aggregator
| |
− | :'''Add ability to send ticket/batch weight information to multiple linked devices when processing batch weight results.'''
| |
− | | |
− | Device Server
| |
− | :'''Send truck's Owner Code to ULINK batch control as field #195.'''
| |
− | :'''Add SMTP Email client support.'''
| |
− | :'''Add EMAILNOTIFICATION batch control device.'''
| |
− | :Fix "Division by Zero" exception in KOBATCHWEIGHTS device when actual weights are not specified or zero.
| |
− | :Format "Batch Size" with two decimal places in KOBATCHWEIGHTS device.
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :Driver API: Fix "truckticketinfo" endpoint to ignore contacts with blank email addresses.
| |
− | :Quote API: Fix "quote" post endpoint to default LastRevisedDate to QuoteDate.
| |
− | :Windows Client Dispatch API v2: Remove truck demand graph queries.
| |
− | | |
− | ==Build 3.6.9 - 4/3/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Schedule
| |
− | :Sometimes a truck cannot be dragged onto an order.
| |
− | | |
− | ===General===
| |
− | | |
− | Reports
| |
− | :'''Allow user to add additional attachments in the Send Email dialog.'''
| |
− | | |
− | Windows Client
| |
− | :Raise exception when KServer HTTP response status code is not 200 or 304.
| |
− | :Raise more meaningful exception when KServer HTTP response is not a valid JSON object.
| |
− | | |
− | ===Services===
| |
− | | |
− | Device Server
| |
− | :'''Add KOBATCHWEIGHTS batch device to send rendered batch weights image to Keystone Online.'''
| |
− | :'''Add INFO_BUSINESSID device configuration parameter to Keystone Online Batch device.'''
| |
− | | |
− | ==Build 3.6.8 - 3/27/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Reports
| |
− | :Exclude office tickets on Hold.
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Import Tickets
| |
− | :Fix Catastrophic Failure exception when importing online tickets.
| |
− | | |
− | A/R Plant Maintenance
| |
− | :'''Add "E-Ticket Form Type" field.'''
| |
− | | |
− | A/R Salesperson Maintenance
| |
− | :'''Add "E-Ticket Form Type" field.'''
| |
− | | |
− | ===General===
| |
− | | |
− | System Option Maintenance
| |
− | :'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
| |
− | | |
− | ===Services===
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :Fix Access Violation exception for endpoints with non-SELECT queries.
| |
− | :Avoid reprocessing Calc parameters during non-SELECT queries.
| |
− | :Fix "Cannot open / define command, which does not return result sets" exception when running the cachegc query.
| |
− | :'''Driver API: Add FormType field to truckticketinfo endpoint.'''
| |
− | :FX API: Modify kpi and kpibymo endpoints to exclude office tickets on Hold.
| |
− | :'''Quote API: Add Notes1, Notes2 fields to Quote calls.'''
| |
− | | |
− | ==Build 3.6.7 - 3/20/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Blank Time Fields Report<BR>
| |
− | Dispatch Detailed Yardage Report<BR>
| |
− | Dispatch Driver Time/Yardage Analysis Report<BR>
| |
− | Dispatch Late Time Report<BR>
| |
− | Dispatch Order Time/Yardage Analysis Report<BR>
| |
− | Dispatch Plant Production Report<BR>
| |
− | Dispatch Plant Time/Yardage Analysis Report<BR>
| |
− | Dispatch Ticket Time Analysis Report
| |
− | :Now includes only Concrete Mix product types.
| |
− | | |
− | Dispatch Order Maintenance
| |
− | :'''Add field change event when Ovr Load Size changed for a load.'''
| |
− | :'''Add event when product is added, changed or deleted.'''
| |
− | :'''Show customer credit warning based on Show Order Warning customer checkbox.'''
| |
− | | |
− | Dispatch Order Time/Yardage Analysis Report
| |
− | :'''Add Driver Id selection and print Driver Id on report.'''
| |
− | | |
− | Dispatch Schedule
| |
− | :Performance improvement: add database procedure to obtain schedule totals.
| |
− | :Performance improvement: new schedule queries that mimic pre-3.6 versions.
| |
− | | |
− | Dispatch Ticket Printing
| |
− | :'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
| |
− | :Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
| |
− | | |
− | Dispatch Truck Demand Graph
| |
− | :Graph data now obtained via KServer.
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Order Maintenance
| |
− | :'''Show customer credit warning based on Show Order Warning customer checkbox.'''
| |
− | | |
− | Ticketing Ticket Printing
| |
− | :'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
| |
− | :Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Auto Product Maintenance
| |
− | :Fix summary display of Qty and Order Qty to show decimal places.
| |
− | | |
− | A/R Cash Posting Register<BR>
| |
− | A/R MTD Cash Posting Register
| |
− | :'''Add Customer Class selection.'''
| |
− | | |
− | A/R Customer Maintenance
| |
− | :'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.'''
| |
− | | |
− | A/R Import Tickets
| |
− | :Fix issue with improperly deleting plant tickets when another user runs End Of Day during the online import process.
| |
− | | |
− | A/R Open Ticket Stack<BR>
| |
− | A/R Ticket Maintenance
| |
− | :'''Now defaults "Void Deleted Tickets" option to True.'''
| |
− | | |
− | A/R Plant Maintenance
| |
− | :'''Require access code to delete a plant.'''
| |
− | | |
− | A/R Print Statements
| |
− | :Now prints void invoices that were voided after the statement date.
| |
− | | |
− | A/R Product Sales Report
| |
− | :The YTD Qty, Sales and Gross Profit columns have been widened.
| |
− | | |
− | A/R Summary Sales Report
| |
− | :'''Add Highest YTD Sales report sequence.'''
| |
− | | |
− | ===Quote Module===
| |
− | | |
− | Quote Maintenance
| |
− | :'''Show Credit Status and indicate Blocked status in red color.'''
| |
− | | |
− | ===Accounts Payable Module===
| |
− | | |
− | A/P Inquiry
| |
− | :'''Show P.O. Number on P.O. Receipts History grid.'''
| |
− | | |
− | A/P Select Invoices for Payment
| |
− | :'''Add Description as an optional grid field.'''
| |
− | | |
− | ===Cash Management Module===
| |
− | | |
− | C/M Statement Reconciliation
| |
− | :'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.'''
| |
− | :Exclude voids/reversals in transaction grid.
| |
− | | |
− | Enter C/M Balances
| |
− | :No longer asks for offsetting G/L entries.
| |
− | | |
− | Import C/M Transactions
| |
− | :'''Import transactions to a batch instead of directly into C/M transaction tables.'''
| |
− | :'''Support new simplified import format.'''
| |
− | :'''Add File Contains Header checkbox to ignore header record in import file.'''
| |
− | :Improve CSV import to handle unquoted strings containing spaces.
| |
− | | |
− | Post Imported C/M Transactions | |
− | :'''New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.'''
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Payroll Print Direct Deposit Stubs
| |
− | :Fix to use direct deposit stub form by default (introduced in 3.6.5.1.)
| |
− | | |
− | Payroll Tax Library
| |
− | :'''Updated to 2020-R4 version (AR, DC, MD, MO, OR states.)'''
| |
− | | |
− | Payroll Timecard Maintenance
| |
− | :'''Show Employment Status and indicate Terminated status in red color.'''
| |
− | | |
− | ===General===
| |
− | | |
− | Batch Maintenance
| |
− | :Validate dates before posting the batch.
| |
− | | |
− | DataScope<BR>
| |
− | Query Export
| |
− | :Fix to show descriptive error message when query is invalid (introduced in 3.6.5.4.)
| |
− | | |
− | File Maintenance
| |
− | :Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
| |
− | | |
− | ===Services===
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :Support SELECT queries that don't begin with the word SELECT.
| |
− | :Fix exception when kserver.ini file change detected but file is in use.
| |
− | :Fix exception when decompressing request body.
| |
− | :Quote API: Add last revised date parameters to QuoteList endpoint.
| |
− | :Quote API: Add LastRevisedDate field to QuoteList endpoint.
| |
− | :Windows Client Dispatch API v2: New schedule queries that mimic pre-3.6 versions.
| |
− | :Windows Client Dispatch API v2: Add Truck Demand Graph queries.
| |
− | | |
− | ==Build 3.6.6 - 2/11/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Order Maintenance
| |
− | :'''Add "Carry Order Balance" checkbox to Copy Order dialog. '''
| |
− | | |
− | Dispatch Schedule
| |
− | :Performance improvement when switching the schedule between today and up to 10 days in the future.
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Print Invoices
| |
− | :Use Check Date instead of Ticket Date when processing ticket payments.
| |
− | | |
− | A/R Product List
| |
− | :Fix page overflow issue when "Show Assemblies" checkbox is checked.
| |
− | | |
− | A/R Product Maintenance
| |
− | :When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated.
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Print Direct Deposit Stubs<BR>
| |
− | Print Paychecks<BR>
| |
− | Re-Print Direct Deposit Stubs<BR>
| |
− | Re-Print Paychecks
| |
− | :'''Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.'''
| |
− | | |
− | Re-Print Direct Deposit Stubs<BR>
| |
− | Re-Print Paychecks
| |
− | :Load the proper form at startup based on the last selected form.
| |
− | | |
− | SUTA E-File Export
| |
− | :'''Save the Employer Email field from run to run.'''
| |
− | | |
− | ===General===
| |
− | | |
− | DataScope<BR>
| |
− | Query Export
| |
− | :'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
| |
− | | |
− | Online (F1) Help
| |
− | :Fixed for internal help system changes.
| |
− | | |
− | Web Update
| |
− | :Eliminate issue with SonicWall firewalls blocking Keystone web update.
| |
− | | |
− | ===Services===
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :Fix issue when restoring a company database where all pooled connections to all databases would be closed.
| |
− | :'''GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.'''
| |
− | :'''GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.'''
| |
− | :'''Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.'''
| |
− | | |
− | ==Build 3.6.5 - 1/21/2020==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Ticket Printing
| |
− | :Device changes are registered immediately instead of having to close/reopen the option.
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Ticket Printing
| |
− | :Device changes are registered immediately instead of having to close/reopen the option.
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | ACA 1094/1095 Export
| |
− | :'''Compliance testing for 2019 completed.'''
| |
− | | |
− | Calculate Payroll
| |
− | :'''Only apply federal/state additional withholding amounts if the appropriate checkbox is checked in Timecard Maintenance for the current check being processed.'''
| |
− | | |
− | Payroll Tax Library
| |
− | :'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
| |
| | | |
− | Payroll Timecard Maintenance
| + | Customer Maintenance |
− | :'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.''' | + | :'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)''' |
| | | |
− | Prepare Payroll
| + | Re-Print Tickets |
− | :'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.''' | + | :Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.) |
| | | |
| ===General=== | | ===General=== |
− |
| |
− | Automatic Products
| |
− | :Significant performance improvement when processing Automatic Products.
| |
− |
| |
− | Form Reports
| |
− | :'''Add ability to specify shading color for boxes on forms.'''
| |
− |
| |
− | Windows Client Options
| |
− | :Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher.
| |
− |
| |
− | ===Services===
| |
− |
| |
− | Application Server
| |
− | :'''Add support for Federal 2020 W-4 payroll tax calculation formula.'''
| |
− | :Include web contact, projected time and load number fields when sending to a Dispatch Event device.
| |
− |
| |
− | Device Server
| |
− | :Include web contact, projected time and load number fields when sending to a Dispatch Event device.
| |
− |
| |
− | Keystone REST Server (KServer)
| |
− | :'''Driver API: Add "driverinfo" endpoint.'''
| |
− |
| |
− | ===Database===
| |
| | | |
| Company Database | | Company Database |
− | :'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
| + | :Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables. |
− | | |
− | ==Build 3.6.4 - 12/23/2019==
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Payroll Tax Library
| |
− | :'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
| |
− | | |
− | ===Services===
| |
− | | |
− | Application Server
| |
− | :Support more than 32 processor cores when affinity mask configuration option not specified.
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :Reduce lock contention for InterBase database connections.
| |
− | :Reduce lock contention for SQLite database connections.
| |
− | | |
− | ==Build 3.6.3 - 12/20/2019==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch End of Day<BR>
| |
− | Dispatch Re-Transfer Tickets
| |
− | :'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
| |
− | | |
− | Dispatch Order List
| |
− | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing End of Day<BR>
| |
− | Ticketing Re-Transfer Tickets
| |
− | :'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
| |
− | | |
− | Ticketing Order List
| |
− | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset." | |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Open Ticket Stack
| |
− | :When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.
| |
− | | |
− | A/R Quick Ticket Entry
| |
− | :'''Bring down Ticket Time from previous line.'''
| |
− | | |
− | A/R Sales Tax Rate Maintenance
| |
− | :'''Show total tax authority rate based on current system date.'''
| |
− | :'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
| |
− | :'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
| |
− | :'''Remove # column on the tax locality tax rates grid.'''
| |
− | :'''Move G/L Account column after Method column on tax rates grid.'''
| |
− | :'''The tax rates grid can no longer be edited.'''
| |
− | :'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
| |
− | :'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
| |
− | :'''Show locality rates in tax authority detail grid based on current system date.'''
| |
− | :'''Move U/M column to end of grid, move to bottom on new pop-up form.'''
| |
− | | |
− | A/R Ticket Maintenance
| |
− | :Assign Job Class field from the job when the Job Id is changed.
| |
− | | |
− | A/R Void Invoice
| |
− | :Reset grid column sorting/filtering after void.
| |
− | | |
− | ===Accounts Payable Module===
| |
− | | |
− | A/P Handwritten Check Entry
| |
− | :Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
| |
− | | |
− | A/P Invoice Vouchering
| |
− | :'''Add "Select All" checkbox to P.O. Receipts tab.'''
| |
− | | |
− | A/P Vendor Maintenance
| |
− | :'''Add Mobile phone number column to Contacts grid.'''
| |
− | | |
− | ===General Ledger Module===
| |
− | | |
− | G/L Print Account Segments
| |
− | G/L Source Code List
| |
− | :Fix exception "EOleException: Internal Server Error" when running the report.
| |
− | | |
− | ===Job Cost Module===
| |
− | | |
− | J/C Import Transactions
| |
− | :Do not write to C:\ERRORLOG.TXT at the end of the import.
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Calculate Payroll
| |
− | :'''Support date value for company and employee factors.'''
| |
− | :'''Support date comparison in formulas.'''
| |
− | | |
− | Payroll Federal & State W-2 Export (Web Portal)
| |
− | :'''Completed 2019 W-2 compliance testing.'''
| |
− | | |
− | Payroll Re-Print Direct Deposit Stubs
| |
− | Payroll Re-Print Paychecks
| |
− | :'''Add "Labor Class" to selection criteria.'''
| |
− | | |
− | Payroll Tax Library
| |
− | :'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
| |
− | | |
− | Payroll Void Paychecks
| |
− | :Optimize queries to significantly improve performance.
| |
− | :Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
| |
− | | |
− | ==Build 3.6.2 - 12/6/2019==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Order Maintenance<BR>
| |
− | Dispatch Ticket Printing
| |
− | :When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
| |
− | | |
− | Dispatch Order Maintenance
| |
− | :When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.
| |
− | :The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
| |
− | | |
− | Dispatch Schedule
| |
− | :'''Add Cust Id as an optional schedule grid field.'''
| |
− | :'''Add Plant Screen Id to form caption of plant popup demand graph.'''
| |
− | :Fix potential call to refresh schedule data before the program has finished initializing.
| |
− | :Fix potential issue where program may not be initialized properly.
| |
− | :Prevent timer schedule refresh when shipping a truck.
| |
− | :Prevent timer schedule refresh when a modal dialog is open.
| |
− | :Trucks assigned to a customer can no longer be dragged to orders for other customers.
| |
− | :The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.
| |
− | | |
− | Dispatch Void Ticket
| |
− | :Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Ticketing Order Maintenance<BR>
| |
− | Ticketing Ticket Printing
| |
− | :When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Automatic Product Maintenance
| |
− | :'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
| |
− | :'''Add hint to Start/End Date fields.'''
| |
− | :'''Show Start/End Date using 4 digits for the year on the summary grid.'''
| |
− | | |
− | A/R Import Tickets<BR>
| |
− | A/R Ticket Maintenance
| |
− | :When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
| |
− | | |
− | A/R Open Ticket Stack
| |
− | :'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
| |
− | :Fix Access Violation exception when attempting to email a document image from the document preview window.
| |
− | | |
− | A/R Plant Maintenance
| |
− | :'''Add A/R system option for Product Separator, use as default when copying plant products.'''
| |
− | :'''Copy Dispatch Warning when copying plant products.'''
| |
− | | |
− | A/R Print Invoices<BR>
| |
− | A/R Reprint Invoices
| |
− | :Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
| |
− | | |
− | A/R Product Maintenance
| |
− | :'''Add A/R system option for Product Separator, use as default when copying plant products.'''
| |
− | :'''Copy Dispatch Warning when copying plant products.'''
| |
− | :'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
| |
− | | |
− | A/R Quick Ticket Entry
| |
− | :'''Default Ticket Time field to current system time when entering new tickets.'''
| |
− | | |
− | ===Quoting Module===
| |
− | | |
− | Quote Prospect Maintenance
| |
− | :'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
| |
− | | |
− | ===Accounts Payable Module===
| |
− | | |
− | A/P Invoice Vouchering
| |
− | :When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
| |
− | | |
− | ===General Ledger Module===
| |
− | | |
− | G/L Transaction Entry
| |
− | :When posting a batch, use the current User Id when creating the reversing batch.
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Payroll ACA 1094/1095 Export
| |
− | :'''Updated for 2019 changes.'''
| |
− | | |
− | Payroll SUTA E-File Export
| |
− | :'''Updated for 2020 changes (PA).'''
| |
− | | |
− | Payroll Tax Library
| |
− | :'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)'''
| |
− | | |
− | Payroll W-2 E-File Export
| |
− | :'''Updated for 2019 changes (MA).'''
| |
− | | |
− | ===General===
| |
− | | |
− | Setup Installer
| |
− | :Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
| |
− | | |
− | Report Preview
| |
− | :'''Add mouse wheel support to preview window.'''
| |
− | | |
− | General
| |
− | :Remove Database Connected indicator in the top right of every Keystone screen.
| |
− | | |
− | ===Services===
| |
− | | |
− | Application Server
| |
− | :Do not log the prepare remote data queries for the remote company database.
| |
− | | |
− | Keystone REST Server (KServer)
| |
− | :'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
| |
− | :'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
| |
− | :'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
| |
− | :Fix query statistics to separate by company (previously all companies were aggregated together.)
| |
− | :Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
| |
− | :FX API: Optimize queries in "kpibud" endpoint.
| |
− | :Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
| |
− | :Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.
| |
− | | |
− | ==Build 3.6.1 - 11/5/2019==
| |
− | | |
− | ===Dispatch Module===
| |
− | | |
− | Dispatch Order Maintenance
| |
− | :For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.
| |
− | | |
− | Dispatch Schedule
| |
− | :'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
| |
− | :'''Performance improvement when refreshing the schedule.'''
| |
− | :'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''
| |
− | | |
− | ===Ticketing Module===
| |
− | | |
− | Order Stack
| |
− | :Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
| |
− | | |
− | ===Accounts Receivable Module===
| |
− | | |
− | A/R Customer Maintenance
| |
− | :'''Add Customer Color field to the Information tab.'''
| |
− | :'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
| |
− | | |
− | A/R Driver Maintenance
| |
− | :'''Add Driver Color field.'''
| |
− | | |
− | A/R Import Tickets
| |
− | :Fix "Field TRUCK_CLASS not found" exception when importing online tickets.
| |
− | :Fix remote ticket import to work properly with re-exported ticket files.
| |
− | | |
− | A/R Truck Maintenance
| |
− | :'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
| |
− | :'''Allow column sorting and column customization on GPS grid.'''
| |
− | | |
− | ===Accounts Payable Module===
| |
− | | |
− | A/P Invoice Vouchering
| |
− | :Fix delay when scrolling up/down on the invoice grid.
| |
− | | |
− | ===Payroll Module===
| |
− | | |
− | Tax Library
| |
− | :'''Updated to 2019-R11 version (MN.)'''
| |
− | | |
− | ===General===
| |
| | | |
| Reports | | Reports |
− | :Fix "cannot convert variant of type null to type string" exception when printing empty memo value. | + | :Some reports were not respecting the default font/bold printer options. |
− | :Fix handling of Active/Inactive checkboxes for several reports.
| |
− | | |
− | Setup Installer
| |
− | :Force KServer service start when updating the master application server.
| |
− | :Updated Visual C++ 2013 Runtime libraries.
| |
| | | |
| ===Services=== | | ===Services=== |
− |
| |
− | Device Aggregator
| |
− | :Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
| |
− |
| |
− | Device Server
| |
− | :'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
| |
− | :'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
| |
| | | |
| Keystone REST Server (KServer) | | Keystone REST Server (KServer) |
− | :'''Improved cache version handling to avoid update conflicts.''' | + | :'''Add "FormatCurr" function.''' |
− | :'''Improved communication method with Windows clients.''' | + | :Fix "StringReplace" function to handle NULL string parameters correctly. |
− | :'''Improved query statistics.'''
| + | :'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.''' |
− | :'''Improved server statistics.'''
| + | :'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.''' |
− | :'''Miscellaneous performance improvements.''' | + | :'''Online Customer Portal API: Add "invoice" endpoint.''' |
− | :'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
| |
− | :'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
| |
− | :'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.''' | |
− | :'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
| |
− | :'''FX API: Add trucksbystatus endpoint.'''
| |
− | :'''Online Customer Portal API: Add customerlist endpoint.''' | |
− | :'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
| |
− | :'''Windows Client Dispatch API: Optimized schedule queries.'''
| |
− | :No longer processes AUTORUN queries one minute after startup.
| |
− | :No longer runs database queries if the database version is not current.
| |
− | :FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
| |
− | :Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
| |
| | | |
− | ==Build 3.6 - 8/30/2019== | + | ==Build 4.7 - 8/30/2024== |
| | | |
| ===Dispatch Module=== | | ===Dispatch Module=== |
| | | |
− | Concrete Calculator
| + | Edit Ticket Times |
− | | + | :'''Set associated status reason to "user edit" when one of the eight ticket times is changed.''' |
− | <blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
| + | :'''Display green background on any of the eight ticket times when the associated status reason is "user edit".''' |
− | </blockquote>
| + | :'''Display associated status reason description as a hint for all of the eight ticket times.''' |
− | End of Day
| |
| | | |
− | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| |
− | </blockquote>
| |
| Order Maintenance | | 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.''' |
| | | |
− | <blockquote>'''Add "Delivery Instructions 1" field to advanced order search dialog.'''
| |
− |
| |
− | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
− |
| |
− | '''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
| |
− |
| |
− | '''Add "Contact Name" to F4 search field list.'''
| |
− |
| |
− | '''Use current PC clock date as delivery date when creating orders.'''
| |
− |
| |
− | When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
| |
− |
| |
− | When copying an order, verify that the Customer and Plant Id fields are not blank.
| |
− | </blockquote>
| |
| Print Orders | | Print Orders |
| + | :'''Add handling for "mix multiplier" auto qty products.''' |
| | | |
− | <blockquote>Fix incorrect "Delivered Sales Tax" total.
| + | Re-Print Tickets<BR> |
− | </blockquote>
| |
− | Re-Transfer Tickets | |
− | | |
− | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| |
− | </blockquote> | |
| Ticket Printing | | 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.''' |
| | | |
− | <blockquote>'''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.''' | + | 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. |
| | | |
− | '''Apply mix modifier product(s) when sending mix design to batch control.''' | + | 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.)''' |
| | | |
− | '''Use current PC clock date as ticket date when creating tickets.''' | + | 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.) |
| | | |
− | Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
| |
− |
| |
− | Reload ticket customer prior to generating batch control data.
| |
− | </blockquote>
| |
| Truck Demand Graph | | Truck Demand Graph |
| + | :Change calculation of departure time for additional Plus load to be the End Pour time of the last load. |
| | | |
− | <blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
| |
− | </blockquote>
| |
− | Void Tickets
| |
− |
| |
− | <blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
| |
− | </blockquote>
| |
| ===Ticketing Module=== | | ===Ticketing Module=== |
| | | |
− | End of Day
| |
− |
| |
− | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| |
− | </blockquote>
| |
| Order Maintenance | | 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. |
| | | |
− | <blockquote>'''Display product warning message after entering Product Id.'''
| |
− |
| |
− | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
− |
| |
− | '''Add "Contact Name" to F4 search field list.'''
| |
− |
| |
− | '''Use current PC clock date as delivery date when creating orders.'''
| |
− |
| |
− | When copying an order, verify that the Customer Id field is not blank.
| |
− | </blockquote>
| |
| Order Stack | | Order Stack |
| + | :'''Add "Qty Ord" as an optional grid field.''' |
| | | |
− | <blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key. | + | Re-Print Tickets<BR> |
− | </blockquote>
| + | Ticket Printing |
− | Print Orders
| + | :'''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.''' |
| | | |
− | <blockquote>Fix incorrect "Delivered Sales Tax" total. | + | Re-Print Tickets<BR> |
− | </blockquote>
| |
| Re-Transfer 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. |
| | | |
− | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| |
− | </blockquote>
| |
| Ticket Printing | | Ticket Printing |
| + | :Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.) |
| | | |
− | <blockquote>'''Display product warning message after entering Product Id.'''
| |
− |
| |
− | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
− |
| |
− | '''Apply mix modifier product(s) when sending mix design to batch control.'''
| |
− |
| |
− | '''Use current PC clock date as ticket date when creating tickets.'''
| |
− |
| |
− | Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
| |
− |
| |
− | Reload ticket customer prior to generating batch control data.
| |
− | </blockquote>
| |
| ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | |
− | A/R Cash Posting
| |
− |
| |
− | <blockquote>'''Show Void Reason at top of Invoice History form.'''
| |
− | </blockquote>
| |
| A/R Inquiry | | 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. |
| | | |
− | <blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
| + | Comparative Customer Sales Report |
− | </blockquote>
| + | :'''Add product class selection.''' |
− | Automatic Product Maintenance
| |
| | | |
− | <blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
| + | 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. |
| | | |
− | '''Italicize inactive automatic products on the main grid.'''
| + | Customer Price Maintenance |
| + | :Show only those events related to customer prices. |
| | | |
− | '''Indicate "Match Products on Base" by including an asterisk (*) after the Products summary.''' | + | Edit Ticket Times |
− | </blockquote>
| + | :'''Set associated status reason to "user edit" when one of the eight ticket times is changed.''' |
− | Credit Card Pre-Approval
| + | :'''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.''' |
| | | |
− | <blockquote>'''Significant performance improvement when loading orders.'''
| |
− | </blockquote>
| |
| Import Tickets | | Import Tickets |
| + | :Handle exceptions when calculating sales tax during ticket import. |
| | | |
− | <blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
| |
− |
| |
− | '''Add "Job Block" field to Jonel batch ticket import.'''
| |
− |
| |
− | '''Significant performance improvement when importing online and remote tickets.'''
| |
− |
| |
− | Show reconcile error dialog when a required field has an invalid value.
| |
− |
| |
− | Display message and abort when errors occur when applying tickets to the database.
| |
− | </blockquote>
| |
− | Inventory Purchase Receipts Batch Register
| |
− |
| |
− | <blockquote>'''Add "Receipt No." field to report.'''
| |
− | </blockquote>
| |
| Job Price Maintenance | | 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.)''' |
| | | |
− | <blockquote>'''Add ability to set the "Tkt/Ord Products" field to a specific value whenever a new job is added (contact support if you need this feature.)'''
| |
− | </blockquote>
| |
− | Open Ticket Stack
| |
− |
| |
− | <blockquote>Eliminate delay when the "Reprice All" button is clicked and there are a large number of open tickets.
| |
− |
| |
− | Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
| |
− |
| |
− | When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
| |
− |
| |
− | Fix Access Violation exceptions and issues with column sorting.
| |
− | </blockquote>
| |
− | Physical Inventory Entry
| |
− |
| |
− | <blockquote>Prevent entering a negative count.
| |
− | </blockquote>
| |
− | Plant Maintenance
| |
− |
| |
− | <blockquote>Fix issue where "Devices" tab only shows last device after accepting plant changes.
| |
− | </blockquote>
| |
| Print Invoices | | Print Invoices |
| + | :'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.''' |
| | | |
− | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| + | Print Statements |
| + | :'''Add Order Id and the four Ship To fields as available fields on the form.''' |
| | | |
− | '''Add ability to print e-ticket document images on invoices.'''
| |
− | </blockquote>
| |
| Product Maintenance | | 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. |
| | | |
− | <blockquote>'''Add support for "Mix Modifier" products.''' | + | Product Sales by Customer Report<BR> |
− | </blockquote>
| + | Product Sales Report |
− | Re-Print Invoices
| + | :'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.''' |
| | | |
− | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| + | Re-Print Tickets |
| + | :'''Add ability to print the 8 load time source fields on tickets.''' |
| | | |
− | '''Add ability to print e-ticket document images on invoices.''' | + | Sales Tax Rate Maintenance |
− | </blockquote>
| + | :'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.''' |
− | ===Quote Module===
| |
| | | |
− | Print Quotes
| + | Ticket Inquiry |
| + | :'''Show Invoice Number at bottom left of screen for sales history tickets.''' |
| | | |
− | <blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
| + | Ticket Maintenance |
− | </blockquote>
| + | :'''Use job/customer specific ticket form when printing ticket if specified.''' |
− | Quote Maintenance
| |
| | | |
− | <blockquote>'''Add "Create Order" option to re-book job dialog.'''
| |
− | </blockquote>
| |
| ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
| | | |
− | A/P Handwritten Check Entry
| + | Import Invoices |
| + | :Set the payment method for imported invoices from the vendor. |
| | | |
− | <blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered. | + | Re-Print ACH Stubs<BR> |
| + | Re-Print Checks |
| + | :'''Add Division selection.''' |
| | | |
− | Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
| + | Vendor Maintenance |
| + | :Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing. |
| | | |
− | When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
| + | ===Cash Management Module=== |
− | </blockquote>
| |
− | A/P Inquiry
| |
− | | |
− | <blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
| |
− | | |
− | Do not bold Invoice Number if Invoice Notes tab only contains blanks.
| |
− | </blockquote>
| |
− | Select Invoices for Payment
| |
− | | |
− | <blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
| |
− | </blockquote>
| |
− | Vendor Invoice History
| |
− | | |
− | <blockquote>Show Void Date for voided invoices.
| |
− | </blockquote>
| |
− | ===General Ledger Module=== | |
| | | |
− | Trial Balance
| + | 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. |
| | | |
− | <blockquote>'''Add "Account Type" as the first field in all report sequences.'''
| |
− |
| |
− | '''Add "Account Type" group indication and subtotals.'''
| |
− | </blockquote>
| |
| ===Payroll Module=== | | ===Payroll Module=== |
| | | |
− | Calculate Payroll
| |
− |
| |
− | <blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
| |
− | </blockquote>
| |
− | Company Maintenance
| |
− |
| |
− | <blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
| |
− | </blockquote>
| |
− | Employee Maintenance
| |
− |
| |
− | <blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
| |
− | </blockquote>
| |
| Tax Library | | Tax Library |
| + | :'''Updated to version 2024-R9.''' |
| | | |
− | <blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
| |
− | </blockquote>
| |
− | ===General===
| |
− |
| |
− | DataScope
| |
− |
| |
− | <blockquote>'''Add support for security roles on custom queries.'''
| |
− |
| |
− | '''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
| |
− | </blockquote>
| |
− | Device Maintenance
| |
− |
| |
− | <blockquote>'''Add support for "Dispatch Event" devices.'''
| |
− | </blockquote>
| |
− | Document Preview
| |
− |
| |
− | <blockquote>'''Add support for PDF documents.'''
| |
− | </blockquote>
| |
− | File Maintenance
| |
− |
| |
− | <blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
| |
− | </blockquote>
| |
− | Form Reports
| |
− |
| |
− | <blockquote>'''Add support for rendering PDF documents as images.'''
| |
− | </blockquote>
| |
− | General
| |
− |
| |
− | <blockquote>'''Add Help->GivenHansco Web Site menu option.'''
| |
− |
| |
− | Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
| |
− |
| |
− | Verify that connection to application server is still valid prior to requesting or posting data.
| |
− | </blockquote>
| |
− | Query Export
| |
− |
| |
− | <blockquote>'''Add option to export to XLSX file.'''
| |
− |
| |
− | '''Add support for security roles on custom queries.'''
| |
− |
| |
− | '''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
| |
− | </blockquote>
| |
− | Reports
| |
− |
| |
− | <blockquote>Change default report image method to "Synopse GDI" to improve images on forms.
| |
− | </blockquote>
| |
− | System Menu
| |
− |
| |
− | <blockquote>'''On the Edit User dialog, add "(10 characters max)" hint after Password field.'''
| |
− |
| |
− | '''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
| |
− |
| |
− | '''Add support for security roles on custom queries.'''
| |
− |
| |
− | Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
| |
− |
| |
− | Do not include custom queries for non-existent or non-allowed menu keys.
| |
− |
| |
− | Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
| |
− | </blockquote>
| |
| ===Services=== | | ===Services=== |
| | | |
| Application Server | | Application Server |
| + | :'''Record the status reason code when setting one of the eight ticket times when the load status is changed.''' |
| | | |
− | <blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
| |
− |
| |
− | '''Support multiple application servers at a single site.'''
| |
− |
| |
− | '''Add support for "Dispatch Event" devices.'''
| |
− |
| |
− | '''Add log message when system license info changed.'''
| |
− |
| |
− | Only send active load statuses when sending dispatch events.
| |
− | </blockquote>
| |
| Device Aggregator | | Device Aggregator |
| + | :Do not record batch results if there are no batch results present from the batch device. |
| | | |
− | <blockquote>'''Add support for "Dispatch Event" devices.'''
| |
− | </blockquote>
| |
| Device Server | | Device Server |
| + | :When processing batch results from a ULINK device, ignore an ingredient if it's name is empty. |
| | | |
− | <blockquote>'''Add support for "Dispatch Event" devices.'''
| |
− |
| |
− | '''Add "Keystone Online" batch control link.'''
| |
− |
| |
− | '''Add "Keystone Online" dispatch event device.'''
| |
− |
| |
− | '''Send void ticket notification to Keystone Online dispatch event device.'''
| |
− |
| |
− | When voiding a ULINK ticket, Include failure message response in error log.
| |
− | </blockquote>
| |
| Keystone REST Server (KServer) | | 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. |
| | | |
− | <blockquote>'''All standard lookup list queries have been moved to KServer.'''
| + | ===General=== |
| | | |
− | '''Database Backup and Restore moved to KServer.''' | + | Setup |
| + | :'''Now supports installing on Windows 11 for ARM (experimental.)''' |
| | | |
− | '''Keystone Update moved to KServer.''' | + | System Option Maintenance |
| + | :'''Add search window to help locate system options.''' |
| | | |
− | '''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
| + | ---- |
− | | |
− | '''Some file lists and reports have been moved to KServer.'''
| |
| | | |
− | '''Document Imaging document list/document retrieval moved to KServer.'''
| + | [[Release Notes for Keystone 4.6.x]] |
| | | |
− | '''Improved logging capabilities.'''
| + | [[Release Notes for Keystone 4.5.x]] |
| | | |
− | '''Add "IPAllowed" and "RequestThreads" configuration parameters.'''
| + | [[Release Notes for Keystone 4.4.x]] |
| | | |
− | '''Setup multiple threads (256 maximum) for HTTP server.'''
| + | [[Release Notes for Keystone 4.3.x]] |
| | | |
− | '''Add support for "list" parameters.'''
| + | [[Release Notes for Keystone 4.2.x]] |
| | | |
− | '''Add support for "MS Access" databases.'''
| + | [[Release Notes for Keystone 4.1.x]] |
| | | |
− | '''Support dynamic construction of WHERE clause for SELECT queries.'''
| + | [[Release Notes for Keystone 4.0.x]] |
| | | |
− | '''Add support for "range" filters on query parameters.'''
| + | [[Release Notes for Keystone 3.6.x]] |
− | | |
− | '''Support singleton auto-run item (once per server.)'''
| |
− | | |
− | '''Version API: Add statistics endpoints.'''
| |
− | | |
− | '''FX API: Significant performance improvement in "matreqdet" query in materialrequiredbyhour endpoint.'''
| |
− | | |
− | '''Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" endpoints.'''
| |
− | | |
− | '''Improved query caching method.'''
| |
− | | |
− | '''Add Keystone Online Customer Portal API.'''
| |
− | | |
− | '''It is no longer necessary to create separate configuration options for each company database.'''
| |
− | | |
− | Several fixes in cache handling, logging and multi-threading logic.
| |
− | | |
− | Handle escaped characters correctly in query parameter values.
| |
− | | |
− | Fix discrepancy between "ScheduleByPlant" in Dispatch API and Dispatch Schedule.
| |
− | | |
− | Delay AUTORUN processing for one minute after startup.
| |
− | | |
− | Use single background task to communicate with device aggregator that reads a queue of commands.
| |
− | | |
− | Dispatch v2 API: Exclude void loads in the "Loads" return data of the "ScheduleOrderLoads" endpoint.
| |
− | | |
− | Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.
| |
− | | |
− | FX API: Fix "materialrequiredbyhour" endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
| |
− | | |
− | GPS API: Fix "truckticketinfo" endpoint to return GPS plant number using translated version of Keystone plant number.
| |
− | | |
− | Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
| |
− | | |
− | Stonemont API: Fix "xbatchresultlist", "xbatchresults" and "xbatchresultscondensed" queries to no longer move the begindate parameter to the start of the day.
| |
− | | |
− | When running autorun query, first check that database version is current, abort if not.
| |
− | | |
− | FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
| |
− | | |
− | Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
| |
− | </blockquote>
| |
− | | |
− | ----
| |
| | | |
| [[Release Notes for Keystone 3.5.x]] | | [[Release Notes for Keystone 3.5.x]] |