New Keystone Releases

NOTE: Items in bold type are NEW features.

Build 4.3.8 - 3/3/2023

Dispatch Module

Order Maintenance

Add "% Super Plas" (super-plasticizer) field.

Re-Print E-Ticket Documents

New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.

Schedule

Fix plant demand graph to include the dispatch time when generating the graph.

Fix the double "View Order" buttons on the order popup menu when the user does not have permission to edit orders.

Fix issue when entering a Quick Order where if you hover the mouse over the products grid and use the mouse scroll wheel (before entering the Customer Id/Order Id) you would not be able to complete the order.

Fix issue where "View Order" allowed products to be deleted from the order.

Display driver/truck license expiration warnings on ticket stub screen.

Truck Demand Graph

All backend processing has been moved to the Keystone REST Server.

Use current date and time when displaying the graph for today.

Accounts Receivable Module

Print Dunning Letters

Add Customer Credit Status selection.

Product Maintenance

Show Last Produced Date and Last Sale Date on Inventory tab.

Quick Ticket Entry

Fix product dropdown list not being populated when a customer is entered without a job.

Re-Print A/R Documents

New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.

Inventory Module

Production Receipts

Update Last Produced Date field for top-level product.

Quote Module

Quote Maintenance

Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.

Payroll Module

Employee Maintenance

Add validation for Social Security Number as per SSA rules.

Tax Library

Updated to version 2023-R3.

General

Email Forms Options
Forms Reports

Fix to select the proper form when two forms are available but the first one is marked inactive.

The form dropdown list will now include the new Description field added to Form Maintenance.

Form Maintenance

Add Description field.

Windows Client

Fix issue where the width of a tab that is showing a bold caption would be too narrow and would clip off the end of the caption.

Add "West Virginia" to DOT State dropdown list.

Services

Device Server

Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.

When sending tickets to ULINK batch control, send order "% Super Plas" field as ULINK fields #87 and #94.

Add "WV" to list of supported states for HaulHub batch weight notification device.

Keystone REST Server (KServer)

Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.

Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.

Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.

Driver API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.

GPS API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.

Windows Client A/R Report API: Add ARDocumentList endpoint.

Windows Client Dispatch API v2: Add new endpoints for truck demand graph.

Windows Client Dispatch Lookup API: Add new endpoints for truck demand graph.

Windows Client Document Imaging API: Fix rdmDoDocIdx/cdsDocIdx_LinkType endpoint to return all document types when DOC_TYPE parameter is not specified.

Build 4.3.7 - 1/27/2023

Accounts Payable Module

A/P Federal & State 1099 Export

Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)

Payroll Module

Tax Library

Updated to version 2023-R2a.

General

DataScope Query Export

Queries created by the logged in user will always appear on the query list.

Add "Created By" column to the query list.

Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.

System Menu

Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.

Services

Device Server

Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)

Keystone REST Server (KServer)

Change method of determining database cache versions to improve performance.

Build 4.3.6 - 1/24/2023

Accounts Receivable Module

Customer Maintenance

Fix exception "EDBClient Data is read only" when attempting to delete a customer.

Job Price List

Add ability to print customer terms description on form (contact support if you need this.)

Product List

Print correct U/M when listing product components.

Accounts Payable Module

Reprint Checks

Add Vendor Sequence Code option to report sequence.

Payroll Module

Calculate Payroll

Fix payroll tax calculation to propertly calculate RI SDI tax (please contact support for required payroll configuration changes to complete the fix for this issue.)

Company Summary Report

Fix totals for Social Security Gross not matching other payroll summary reports.

Setup Tax Codes

Add drop-down list to Tax Library Id field.

Add hint messages for local taxes.

General

Windows Client

Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.

Reduce CPU usage of common logging module.

Fix issue introduced in 4.2.6.27 when refreshing client cache.

Services

Application Server Device Aggregator Device Server Keystone REST Server (KServer)

Reduce CPU usage of common logging module.

Improve thread-safety of region-based functions.

Device Server

Reduce CPU usage for scales that can be read a line at a time.

Fix scale reading issue when server is stopped/started.

Keystone REST Server (KServer)

Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)

Build 4.3.5 - 1/13/2023

Accounts Receivable Module

Job Price Maintenance

Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)

Dispatch Module

Schedule

Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.

Payroll Module

Calculate Payroll

Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (please contact support for required payroll configuration changes to complete the fix for this issue.)

Services

Device Aggregator

Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.

Keystone REST Server (KServer)

Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.

Build 4.3.4 - 1/9/2023

Dispatch Module

Order Maintenance

When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.

Improve performance of contact query.

Eliminate unnecessary re-querying of plant, job price and zone data.

Ticket Printing

When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.

Eliminate unnecessary re-querying of plant, job price and zone data.

Ticketing Module

Order Maintenance

When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.

Improve performance of contact query.

Ticket Printing

When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.

Eliminate unnecessary re-querying of plant, job price and zone data.

When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)

Accounts Receivable Module

Customer Maintenance

Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.

Job Price Maintenance

Improve performance of contact query.

Setup Pending Prices

Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.

Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.

When "Commit Permanently" is clicked, the price changes are now also saved.

When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.

Ticket Maintenance

Eliminate unnecessary re-querying of plant, job price and zone data.

Inventory Module

Purchase Receipts

Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)

Quote Module

Quote Maintenance

Improve performance of contact query.

Accounts Payable Module

Handwritten Check Entry

For non-vouchered invoices, link P.O. receipts and generate product transactions.

Payroll Module

Print 941 Schedule B

Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.

Print W-3 Form

Updated for 2022 (no changes from 2021.)

Tax Library

Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)

General

File Maintenance

When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.

Services

Keystone REST Server (KServer)

Fix memory leaks when running SELECT query while processing a PUT/POST method.

Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.

Driver API: Optimize Contacts query in notifyordercomplete endpoint.

Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.

Quote API: Optimize Contacts query in Quote endpoint.

Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.

Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.

Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.

Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.

Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.

Build 4.3.3 - 12/27/2022

Payroll Module

Tax Library

Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)

General

Windows Client

In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)

Services

Keystone REST Server (KServer)

Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)

Add "Condition" property to AutoRun section of endpoint.

Version API: Add endpoint condition for "logquerystats" endpoint.

Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.

Build 4.3.2 - 12/21/2022

Dispatch Module

Order Maintenance

Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)

Print Orders

Add ability to print Zone Description the form.

Schedule

Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.

Ticketing Module

Print Orders

Add ability to print Zone Description the form.

Weigh Truck

Force Truck Number to uppercase when adding a new truck on the fly.

Accounts Receivable Module

A/R Inquiry Cash Posting

Use "CASH" (uppercase) when the check number for a payment is blank.

Apply Service Charges

Force A/R GL to uppercase when adding a new one on the fly.

Force Svc Chg GL to uppercase when adding a new one on the fly.

Force Exempt Code to uppercase when adding a new one on the fly.

Open Ticket Stack

Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.

The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)

Fix inability to change Tax Code after using F9 Edit Ticket.

Plant Maintenance

Force Sys Loc to uppercase when adding a new one on the fly.

Force Ship Group to uppercase when adding a new one on the fly.

Product Maintenance

Force Tax Code to uppercase when adding a new one on the fly.

Void Invoice

When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.

Inventory Module

Inventory Reconciliation

Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.

Accounts Payable Module

Print Checks

Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)

Vendor Maintenance

Add F4 search to all G/L account fields on the G/L Setup tab.

Cash Management Module

Statement Reconciliation

When a transaction is cleared, set the Clear Date to the reconciliation target date.

Payroll Module

Setup Company

Force State Code to uppercase when adding a new one on the fly.

Tax Library

Updated to version 2023-R1a (Federal, IA, NM, NY.)

Timecard Maintenance

Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)

Job Cost Module

Job Maintenance

Force Job Group to uppercase when adding a new one on the fly.

Trx Type Maintenance

Force Unit of Measure to uppercase when adding a new one on the fly.

General

Keystone Setup

No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.

System Menu

Fix so Query and Location datasets are cached on the client.

Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.

Windows Client

In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.

Services

Application Server

When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.

Device Aggregator

Fix "Test Link" function crashing the client thread.

Keystone REST Server (KServer)

Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.

Build 4.3.1 - 11/27/2022

Accounts Payable Module

Federal & State 1099 Export

Updated for tax year 2022.

Remove IA_BEN payer element (not required for 2022.)

Add empty box 13 for 1099-MISC (new for 2022.)

Add Vendor Id selection.

Print 1099 Forms

Updated for tax year 2022.

The IRS 2022 1099 forms require printing the last two digits of the tax year.

Payroll Module

ACA 1094/1095 Export

Updated for tax year 2022 (no changes.)

Add Employee Id selection.

Federal & State W-2 Export

Updated for tax year 2022 (no changes.)

Add Employee Id selection.

Print W-2 Forms

Updated for tax year 2022 (no changes.)

Cash Management Module

Statement Reconciliation

Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)

Build 4.3 - 11/18/2022

Dispatch Module

Order Maintenance

The EDIT and VISIBLE security options on Unit Price field are now handled properly.

Improve performance of quoted job product lookup.

Improve performance of job lookup by loading jobs for current customer only.

Widened "Event Date/Time" on the Events tab.

Schedule

Add prompt if schedule already open, allow user to select to view current schedule or open new one.

Add order SHIP_TO_2 as an optional schedule grid field.

Ticket Printing

The EDIT and VISIBLE security options on Unit Price field are now handled properly.

When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)

Improve performance of quoted job product lookup.

Improve performance of job lookup by loading jobs for current customer only.

Add Driver Name below the Driver Id field on the ticket stub screen.

Ticketing Module

Order Maintenance

The EDIT and VISIBLE security options on Unit Price field are now handled properly.

Improve performance of quoted job product lookup.

Improve performance of job lookup by loading jobs for current customer only.

Ticket Printing

The EDIT and VISIBLE security options on Unit Price field are now handled properly.

Improve performance of quoted job product lookup.

Improve performance of job lookup by loading jobs for current customer only.

Add Driver Name below the Driver Id field on the ticket stub screen.

Accounts Receivable Module

A/R Inquiry
Cash Posting

Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.

Customer Price Maintenance

Improve performance of product lookup.

Widened "Last Changed" grid column.

Customer Maintenance

Improve performance of product lookup.

Remove DOT tab (obsolete.)

Delivery Truck Log

Do not include sales history from voided/reversal invoices.

Group Price Maintenance

Improve performance of product lookup.

Widened "Last Changed" grid column.

Job Price Maintenance

Improve performance of product lookup.

Improve performance of job lookup by loading jobs for current customer only.

Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.

Widened "Last Changed" grid column.

Zone and Product lookups to are now loaded only when the dropdown is clicked.

Add state DOT field hint messages.

Remove "Project Id" on DOT tab (obsolete.)

Remove "DOT Job Mix Yr" column on Products grid (obsolete.)

Add F4 search to Plant Id and Usage Type fields.

The setup parent job dialog will no longer load the lookup list of all jobs when shown.

Add ability to add/edit Usage Class on the fly.

Limit Job Id field to 18 characters when copying a job.

Open Ticket Stack

Improve performance of quoted job product lookup.

Improve performance of job lookup by loading jobs for current customer only.

Plant Maintenance

When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.

Remove "Plant Identifier" on DOT tab (obsolete.)

Add state DOT field hint messages.

When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.

When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.

Product Maintenance

When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.

Add state DOT field hint messages.

Quick Ticket Entry

Improve performance of quoted job product lookup.

Improve performance of job lookup by loading jobs for current customer only.

Sales Tax Rate Maintenance

Add splitter control to adjust heights of locality/rate grids.

Increase default height of tax locality rate grid.

Do not delete tax locality when tax locality structure record deleted.

Ticket Maintenance

Improve performance of quoted job product lookup.

Improve performance of job lookup by loading jobs for current customer only.

Widened "Load Date/Time" column on the Batch Weights tab.

Widened dispatch times on the Times/Email tab.

Fix issue where scale weight popup would not appear in certain cases.

Truck Maintenance

Remove DOT tab (obsolete.)

Unit of Measure Maintenance

Add state DOT field hint messages.

Inventory Module

Enter Inventory Balances
Misc. Inv. Transactions
Physical Inventory Entry
Production Receipts
Purchase Receipts

Improve performance of stocked product lookup.

Inventory Reconciliation

Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)

Inventory Transfers

Improve performance of stocked product lookup.

Add F4 search capability to Transfer In product.

Quote Module

Quote Maintenance

Add state DOT field hint messages.

Improve performance of product lookup.

Improve performance of quote lookup by loading quotes for current prospect only.

Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.

Widened "Last Changed" products grid column.

Add F4 search to Plant Id and Usage Type fields.

Do not load list of all jobs at startup.

Add ability to add/edit Usage Class on the fly.

Limit Quote Id field to 18 characters when copying a quote.

Accounts Payable Module

Handwritten Check Entry

When posting the batch, write check number to G/L transaction table.

Import Invoices

Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)

Print Checks

Do not process void invoices with a non-zero To Pay amount.

Select Invoices for Payment

Fix so saving changes does not update any void invoices.

Cash Management Module

Statement Reconciliation

When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.

Payroll Module

Employee Maintenance

Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.

Tax Library

Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)

Purchase Order Module

Purchase Order Maintenance
P.O. Receipt Maintenance

Improve performance of vendor product lookup.

General

Setup

Automatically install 32 or 64-bit version of KServer based on target Windows version.

System Menu

Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.

Show a progress bar in the Keystone taskbar icon when downloading web update.

Windows Client

When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).

If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)

Services

Device Aggregator

Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.

Device Server

Completed implementation of the HaulHub batch weight notification device.

Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.

Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.

Fix potential thread-safety issues.

Add default root URL for Keystone Online Contact Notification device.

All Keystone Online API calls now use "https" prefix by default.

Keystone REST Server (KServer)

Add ability to specify conditions for actions.

Add LeftStr, MidStr, RightStr and SplitFileLevels functions.

Add "logquerystats" config file parameter.

Stonemont QC API: Apply field truncations when posting data to avoid errors.

Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.

Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.

Windows Client Quote API: New API added.

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