Difference between revisions of "New Keystone Releases"
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Revision as of 20:56, 18 November 2022
Contents
NOTE: Items in bold type are NEW features.
IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.
Build 4.2.6 - 8/22/2022
Payroll Module
Tax Library
- Updated to 2022-R9 version.
General
Reports
- Resolve issue where "Print to PDF" would not work properly when clicking the F12 Print button on the preview window (introduced in 4.2.4.6.)
Build 4.2.5 - 8/10/2022
Dispatch Module
Ticket Printing
- Add "Clear" button to the right of the Qty On Board field of the ticket stub screen.
- Add additional DOT-specific fields to support HaulHub.
Truck Demand Graph
- Fix graph shows no results when one or more loads have a NULL plant number.
Accounts Receivable Module
Customer Maintenance
- Add Products tab to setup list of products that this customer is restricted to.
- Add DOT tab.
- Remove "Default Job Id" field (introduced in 4.2.1.3.)
Customer Price Maintenance
- Add Pending Price and Pending Date fields to price grid.
Email Invoices
- Add "message-id" header to SMTP mail message to solve Google Mail issues.
Email Orders
- Add "message-id" header to SMTP mail message to solve Google Mail issues.
Email Statements
- Add "message-id" header to SMTP mail message to solve Google Mail issues.
Group Price Maintenance
- Add Pending Price and Pending Date fields to price grid.
Import Tickets
- Add support for importing tab-delimited text files.
Job Price Maintenance
- Add Pending Price and Pending Date fields to detail grid.
Plant Maintenance
- Add new fields to DOT tab.
Print Statements
- Fix transaction statement type to respect the "Print Zero Balance Customers", "Print Paid Invoices" and "Print Cleared Invoices Since" options.
- Save "Print Void Invoices" checkbox on Setup tab from run to run.
Product Maintenance
- Add Pending Price and Pending Date fields to header area.
- Add Customers tab to setup list of customers that this product is restricted to.
Reprint Tickets
- Add "Invoice Number" and "Invoice Date" selection for invoiced tickets.
- Fix "Customer Class" selection not working.
Setup Pending Prices
- Update Last Change Date/Time and User in job detail when job prices changed.
- Update Last Change Date/Time and User in quote detail when quote prices changed.
- Add PEND_COMMIT_SESSION field to record session number where price changes are committed permanently.
- Add PEND_LAST_CHANGE and PEND_LAST_USER fields to record the last change date/time and user whenever a pending price is added/changed.
- When displaying the prices in the grid, show prices that have existing pending dates at the top of the list.
- Change caption on Post button to "Commit Permanently" and color the button red.
- Add warning about unbilled tickets to the Commit Permanently button message.
- When a pending price is manually entered, set the pending price date.
- When a pending price is manually cleared, clear the pending price date.
Truck Maintenance
- Add DOT tab.
Quote Module
Quote Maintenance
- Add "Last Changed" and "Changed By" columns to Products grid.
- Add Pending Price and Pending Date fields to detail grid.
Payroll Module
Email Direct Deposit Stubs
- Add "message-id" header to SMTP mail message to solve Google Mail issues.
Tax Library
- Upgraded to version 2022-R8b.
General
System Menu
- Add "message-id" header to SMTP mail message to solve Google Mail issues.
System Option Maintenance
- Add "Printer Type Map" option to SYSTEM section.
Reports
- Add generic printer type to session log when printing report.
- Fix issue with checklist selection criteria showing extra items when item descriptions contain semicolons.
- Add "message-id" header to SMTP mail message when emailing report to solve Google Mail issues.
Services
Application Server
- Add additional DOT-specific fields to support HaulHub.
- When validating batch weights, calculate the theoretical weight for each ingredient to support HaulHub.
Device Aggregator
- Add additional batch weight fields to support HaulHub when processing batch results.
Device Server
- Completed implementation of HaulHub batch weight notification device.
- Add "message-id" header to SMTP mail message to solve Google Mail issues.
KServer
- Online Customer Portal API: Modify OrderRequest endpoint to replace delvDt field with delvDtStart and delvDTEnd fields.
- Windows Client AR API: Add "qryDOT" query to rdmARCustomer/cdsMaster endpoint.
Build 4.2.4 - 7/18/2022
Dispatch Module
Order Maintenance
- When using View Order function from Schedule, change caption of Order Maintenance window to "View Dispatch Order."
- Don't display warning messages when closing View Order.
Accounts Receivable Module
Reprint Tickets
- Fix exception "EFOpenError: Could not open the form file" when checking the "Use Form COPIES" checkbox.
Payroll Module
Tax Library
- Updated to 2022-R8 version.
General
File Maintenance
- Reset ViewOnlyMode when main form closes.
Services
Device Aggregator
- When a new client subscribes to a scale, it will now immediately return the last received weight from that scale (it won't wait until the scale weight changes.)
Keystone REST Server (KServer)
- Dispatch API v2: Add "JobLot" and "JobBlock" fields to Order object in ScheduleOrderLoads endpoint.
- FX API: Add "battolldsz" endpoint.
- FX API: Fix "battol" endpoint to return one record per day.
Build 4.2.3 - 6/9/2022
Accounts Receivable Module
Print Statements
- Add new "Transaction" statement type (contact support if you need this.)
Purchase Order Module
Print Purchase Orders
- Add ability to print extended backordered amount (per line item) and backordered total (contact support if you need this.)
Services
Device Aggregator
- Add additional diagnostic information when processing batch results.
Keystone REST Server (KServer)
- FX API: Add "battol" endpoint.
- Windows Client Quote Lookup API: Slight performance improvement to rdmQTQuote/cdsKey endpoint.
Build 4.2.2 - 5/23/2022
Dispatch Module
Cash Payment Entry
- Add support for "Plant/Order" plant tax authority method.
Order Maintenance
- Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
- When copying an order, do not copy these fields: LOCK_SESSION_NO, OC_EMAIL_STATUS and CC_REJECT_COUNT.
- Add support for "Plant/Order" plant tax authority method.
Ticketing Module
Order Maintenance
- Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
- Add support for "Plant/Order" plant tax authority method.
Order Stack
- Fixed order Delivery Date column to include day of week (introduced in 4.0.)
- Changed order lookback default date to 3 months ago (was 1 month previously.)
Accounts Receivable Module
Cash Posting
- Force Check Number to uppercase.
Job Price Maintenance
- Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
Open Ticket Stack
- Fix exception "EDatabaseError: cdsDocIdx_Link Field 'DOC_ID' not found".
- Fix Access Violation exceptions when putting individual tickets on hold.
- Keep all edited tickets visible on the grid until changes are saved/cancelled regardless of filter settings.
- Do not apply changes when Hold column double-clicked.
- Slight performance improvement when no ticket filters have been applied.
- Ignore double-click on Hold column (treat as single-click.)
- Add support for "Plant/Order" plant tax authority method.
Plant Maintenance
- Add "Plant/Order" Tax Authority method option.
Quick Ticket Entry
- Add support for "Plant/Order" plant tax authority method.
Ticket Maintenance
- Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
- Add support for "Plant/Order" plant tax authority method.
Inventory Module
Valuation Report
- Obtain standard cost from product transactions.
Quote Module
Quote Maintenance
- Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
Accounts Payable Module
Invoice Vouchering
- Fix exception "EDatabaseError: cdsDetail Dataset not in edit or insert mode".
Purchase Order Module
Purchase Order Maintenance
- When emailing a P.O., add ability to select vendor purchasing contacts from a dropdown list.
Payroll Module
Payroll Tax Library
- Updated to 2022-R6a version (AL, OK, UT states.)
Cash Management Module
Bank Account Maintenance
- Fix disrepancy between Current Balance and Statement Reconciliation Curent Balance.
General
Company Database
- Upgraded to version 21.15.
Reports
- Log selected printer name in session log when printing report.
- Eliminate exception when closing the report after cancelling the query.
Windows Client
- Updated DevExpress library to version 20.2.14.
Services
Device Server
- Add support for Digital Fleet status interface.
Keystone REST Server (KServer)
- Keystone Online Customer Portal API: Change CustomerInvoices endpoint to include original invoice amount (DebitAmt) and current discounted invoice balance (InvoiceBal.)
- Version API: Fix "cachegc" endpoint so that garbage collect procedure actually runs.
- Windows Client A/R API: Modify rdmARProduct/cdsQuotedJobProducts to add "process_parent_jobs" and "process_restricted" parameters.
Build 4.2.1 - 5/6/2022
Dispatch Module
Cash Payment Entry
- Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode" when clicking the Cancel button after previously entering and printing a payment receipt.
Order Maintenance
- When deleting an order, first check if there are associated tickets, if so display a message and abort.
- If the user blanks out the Unit Price, substitute zero as the value.
- Recalculate loads immediately when the Override Load Size is changed.
Schedule
- When refreshing schedule data, silently ignore REST errors 12029 (cannot connect to server) and 12030 (server connection error.)
General
Windows Client
- Change default for "Application Server Ping Interval" option to 295 seconds.
- Do not retry on REST timeout errors (eliminates runaway condition for long-running queries.)
- Default REST request timeout increased to 60 seconds.
Services
Device Aggregator
- Handle case where device server opens a new connection where the previous connection is still considered "open" by the aggregator.
Device Server
- For Trimble XML status interface, import "employee_code" as Driver Id.
Keystone REST Server (KServer)
- Backoffice A/R API: CustomerPayment endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
- Online Customer Portal API: OrderRequest endpoint - Mark date parameter as such to ensure only date portion is set.
- Windows Client System Device API v2: updatebatchstart endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
- Windows Client System Device API v2: loadautoreturn endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
- Windows Client Dispatch Methods API: VoidLoadBringdown endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
Build 4.2 - 4/29/2022
New Feature
A new feature has been added which can periodically send a "heartbeat" signal from the Windows Client to the Application Server. This is important on networks with VLANs since they often will disconnect "idle" connections after a period of time (generally an hour but this can vary.) If you find that users who have left the menu and/or options open but idle encounter "not responding" or lockups this may be indicative of the network connection being disconnected by a VLAN/firewall. Please contact support if this is happening on your system to configure the "heartbeat" feature.
Accounts Payable Module
Check Register
MTD Check Register
- Adjust report layout to more closely resemble the old (non-generic) versions.
General
Generic Reports
- Report Sequence will now be saved from one run to the next.
System Options Maintenance
- Add "Application Server Ping Interval" option to SYSTEM section.
- Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.
- Logout/Login to company after existing the option.
Services
Device Server
- Fix ULINK batch control ticket transmission when sending mix design with ticket to avoid repeating field #142 - metric weights flag (introduced in 4.1.4.)
Keystone REST Server (KServer)
- Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions.
Release Notes for Keystone 4.2.x
Release Notes for Keystone 4.1.x
Release Notes for Keystone 4.0.x
Release Notes for Keystone 3.6.x
Release Notes for Keystone 3.5.x
Release Notes for Keystone 3.4.x
Release Notes for Keystone 3.3.x
Release Notes for Keystone 3.2.x
Release Notes for Keystone 3.1.x
Release Notes for Keystone 3.0.x
Release Notes for Keystone 2.9.x
Release Notes for Keystone 2.8.x
Release Notes for Keystone 2.7.x
Release Notes for Keystone 2.6.x
Release Notes for Keystone 2.5.x
Release Notes for Keystone 2.4.x
Release Notes for Keystone 2.3.x
Release Notes for Keystone 2.2.x
Release Notes for Keystone 2.1.x