Difference between revisions of "New Keystone Releases"

From GivenHansco Keystone Help
Jump to navigation Jump to search
Line 4: Line 4:
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.5.6 - 4/3/2024==
+
==Build 4.6 - 5/3/2024==
  
−
===Dispatch Module===
+
===New Features===
−
 
 
−
Ticket Maintenance
 
−
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 
−
 
 
−
===Ticketing Module===
 
−
 
 
−
Ticket Maintenance
 
−
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
A/R Inquiry<BR>
 
−
Cash Posting
 
−
:Fix to use selected invoice/statement form when printing invoice/statement (introduced in 4.5.5.)
 
−
 
 
−
Customer Maintenance
 
−
:Fix to use selected statement form when printing statement (introduced in 4.5.5.)
 
−
 
 
−
Driver Maintenance
 
−
:Highlight invalid email address on the Call-In tab.
 
−
:Verify that the correct fields are filled in on the Call-In tab when saving changes.
 
−
 
 
−
Email Invoices
 
−
:Fix to use invoice form specified on Setup tab when emailing invoices (introduced in 4.5.5.)
 
  
−
Email Statements
+
Dispatch Split Orders
−
:Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)
+
:'''When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)'''
  
−
Import Tickets
+
Dispatch Orders can no longer be deleted
−
:'''Add ability to convert from one unit of measure to another during batch ticket import.'''
+
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''
  
−
Product Maintenance
+
Re-Send Dispatch Event Notifications
−
:'''Add new product types: Asphalt, Block.'''
+
:'''A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.'''
−
:Significant performance improvement particularly with a large number of products.
 
−
:Limit product lookup list/search list to a maximum of 200 products.
 
−
:Fix F4 search issue in G/L account dropdown lists where the wrong account types were shown.
 
  
−
Ticket History Inquiry<BR>
+
Sending Tickets to Batch Controls
−
Ticket Maintenance
+
:'''A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.'''
−
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 
−
 
 
−
===Accounts Payable Module===
 
−
 
 
−
Print Checks
 
−
:'''Add system option to control whether to ignore warnings (contact support if you need to be able to set the Check Date prior to the Invoice Date.)'''
 
−
 
 
−
===General===
 
−
 
 
−
Form Reports
 
−
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''
 
−
 
 
−
===Services===
 
−
 
 
−
Device Aggregator
 
−
:Send Keystone Online Business Id (from Keystone company table) as part of device messages.
 
−
 
 
−
Device Server
 
−
:'''Add dispatch event notification device for HaulHub Aggregate tickets.'''
 
−
:Keystone Online Batch Weight Notification: Send "BusinessId" field if specified in Keystone Company Maintenance.
 
−
:Digital Fleet/Integra XML Batch Ticket: Fix UTC time to incorporate daylight savings time if appropriate for the date being converted.
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to limit number of returned records (default is 200.)
 
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to sort the invoices descending by invoice date and invoice number.
 
−
:'''Online Customer Portal API: Add "Overflow" field to CustomerInvoices endpoint.'''
 
−
:'''Online E-Ticket API: Add "Active" field and "IncludeInactive" query parameter to DriverList endpoint.'''
 
−
:'''Windows Client A/R Lookup API: Add endpoints: rdmARProduct/cdsLookupSubset, rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior, rdmARProduct/cdsSearchSubset, rdmARProduct/cdsLookupExact.'''
 
−
:'''Windows Client A/R Lookup API: Add endpoints: rdmARJobPrice/cdsLookupExact, rdmARJobPrice/cdsLookupSubset, rdmARJobPrice/cdsLookupFirst, rdmARJobPrice/cdsLookupLast, rdmARJobPrice/cdsLookupNext, rdmARJobPrice/cdsLookupPrior.'''
 
−
:'''Windows Client A/R Lookup API: Add endpoints: rdmARPlantTicket/cdsTicketSearch, rdmARSales/cdsTicketSearch, rdmARTicket/cdsTicketSearch.'''
 
−
:Windows Client A/R Lookup API: Remove endpoints: rdmARJobPrice/cdsKeyNext, rdmARJobPrice/cdsKeyPrior, rdmARJobPrice/cdsKeyUser.
 
−
:Windows Client System Device API v2: Modify "dispatchevent" endpoint to support sending aggregate tickets to HaulHub.
 
−
:'''Add "KUMConvert" function.'''
 
−
 
 
−
==Build 4.5.5 - 3/14/2024==
 
−
 
 
−
===New Features===
 
−
 
 
−
Dispatch Ticket Stack<BR>
 
−
Ticketing Ticket Stack
 
−
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
 
−
 
 
−
Invoice/Statement Forms by Division
 
−
:'''If you separate your A/R invoices by plant or division, you can now specify an invoice and/or statement form for each division. When printing invoices/statements, the system will automatically switch to the appropriate form for the current division. This eliminates the past requirement to run invoices/statements for each division separately.'''
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Edit Ticket Times
+
Mix Design Maintenance
−
:'''Add "Site Mins" optional grid column.'''
+
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
  
−
Export Tickets to Accounting
+
Order Maintenance
−
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)
+
:'''Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.'''
 +
:'''Do not allow orders to be deleted.'''
 +
:'''Require reason when the order status is changed to "Cancelled".'''
 +
:'''Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.'''
 +
:'''Add shading to non-editable fields on Loads grid.'''
 +
:'''Add ability to override a load's scheduled plant.'''
 +
:'''Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.'''
 +
:'''Add support for Split Orders (see New Features above.)'''
 +
:'''When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)'''
 +
:'''Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.'''
  
 
Order Maintenance<BR>
 
Order Maintenance<BR>
−
Print Orders
+
Ticket Maintenance
−
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
+
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
  
 
Order Maintenance<BR>
 
Order Maintenance<BR>
−
Ticket Maintenance<BR>
 
 
Ticket Printing
 
Ticket Printing
−
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
−
 
 
−
Order Maintenance
 
−
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
 
  
 
Schedule
 
Schedule
−
:'''Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.'''
+
:'''Add order event for Swap Truck.'''
−
:'''Add ability to go to previous day using the '-' key and the next day using the '+' key.'''
+
:'''Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.'''
−
:'''Add order event when an order is set to Will Call or when a load is shipped on a will-call order (will-call is cleared.)'''
+
:'''Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.'''
−
:'''Add Qty Delivered/Qty Ordered next to Plant Number in "Plt" column on schedule grid.'''
+
:'''Add hover hint on truck status to show batch control error message.'''
−
:'''Display order color description when hovering over the "Order" column.'''
+
:'''Set WillCall Release Time field when a W/C order is shipped.'''
−
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
+
:'''Truck grids now sort on plant and truck number by default.'''
−
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
+
:'''Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)'''
 +
:After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.
  
−
Re-Print Tickets<BR>
+
Schedule<BR>
−
Ticket Printing
+
Ticket Maintenance<BR>
−
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
+
Ticket Printing<BR>
 +
Ticket Stack<BR>
 +
Weigh Truck
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
 
Ticket Maintenance
 
Ticket Maintenance
−
:Fix to use correct security section when called from Ticket Stack.
+
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
 +
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
 +
 
 +
Ticket Maintenance<BR>
 +
Ticket Stack
 +
:'''Allow editing of the HOLD field.'''
  
 
Ticket Printing
 
Ticket Printing
−
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
+
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
−
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
+
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
 +
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
 +
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
  
−
Ticket Stack
+
===Ticketing Module===
−
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
 
  
−
===Ticketing Module===
+
Order Maintenance<BR>
 +
Ticket Maintenance
 +
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
  
 
Order Maintenance<BR>
 
Order Maintenance<BR>
−
Ticket Maintenance<BR>
 
 
Ticket Printing
 
Ticket Printing
−
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
  
−
Order Maintenance
+
Order Stack
−
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
+
:'''Add order CUSTOM_1 field as an optional grid field.'''
  
−
Order Stack
+
Order Stack<BR>
−
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
+
Ticket Maintenance<BR>
−
:Fix issue where you could get stuck in the Truck No. field on the stub screen after entering a non-existent truck.
+
Ticket Printing<BR>
−
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
+
Ticket Stack<BR>
 +
Weigh Truck
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
−
Re-Print Tickets<BR>
+
Order Stack<BR>
 
Ticket Printing
 
Ticket Printing
−
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
+
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
  
−
Ticket Printing
+
Ticket Maintenance
−
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
+
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
−
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
  
 +
Ticket Maintenance<BR>
 
Ticket Stack
 
Ticket Stack
−
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
+
:'''Allow editing of the HOLD field.'''
 +
 
 +
Ticket Printing
 +
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
 +
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
 +
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
−
 
−
Division Maintenance
 
−
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
 
−
 
−
Driver Maintenance
 
−
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''
 
−
 
−
Edit Open Ticket Times
 
−
:'''Add "Site Mins" optional grid column.'''
 
−
 
−
Email Invoices
 
−
:'''Add [DivisionName] tag to Setup page.'''
 
−
 
−
Import Tickets
 
−
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
 
  
 
Job Price Maintenance
 
Job Price Maintenance
−
:'''Track field change events for job Taxable and product Taxable fields.'''
+
:Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
 +
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
  
 
Open Ticket Stack<BR>
 
Open Ticket Stack<BR>
−
Quick Ticket Entry<BR>
+
Ticket Maintenance<BR>
−
Ticket Maintenance
+
Truck Maintenance
−
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
+
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
−
Open Ticket Stack
+
Plant Maintenance
−
:'''Add Ship To 2, 3 and 4 as well as Delv Inst 2, 3 and 4 as optional grid columns.'''
+
:'''Add Events tab.'''
−
:'''Add Job Class as an optional grid column.'''
+
:'''Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.'''
 +
:'''Add "Allow Tickets" checkbox.'''
 +
:Require access code to activate an inactive plant.
 +
:Require access code to change Allow Tickets from unchecked to checked.
  
−
Print Invoices<BR>
+
Print Invoices
−
Re-Print Invoices
+
:Fix invoice separation by division.
−
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
 
−
:'''Add "Base Product" as a printable invoice field.'''
 
−
:'''Add "C.O.D." field to report selection criteria.'''
 
  
 
Print Statements
 
Print Statements
−
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
+
:'''Add options to properly separate by job, plant, division.'''
 +
:'''Save the selections in the Division/Plant/Job dropdowns from run to run.'''
 +
:Eliminate Customer/Job report sequence option.
 +
 
 +
Product Maintenance
 +
:'''Add field change events for the Tax Code fields.'''
 +
:'''Auto-fill Base Product and Plant fields when adding a new product.'''
 +
:Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
 +
:Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
 +
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
  
−
Re-Print Tickets
+
Sales Tax Report
−
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
+
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''
  
−
===Accounts Payable Module===
+
Ticket Maintenance
 +
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
 +
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
  
−
1099 Audit List
+
Truck Maintenance
−
:Apply form minimum amounts to state override values.
+
:'''Add "Description" field.'''
  
−
===General Ledger Module===
+
===Accounts Payable Module===
  
−
Account List
+
A/P Inquiry
−
:'''Add Division No. field to detail report (if appropriate.)'''
+
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''
  
−
Trial Balance by Month
+
Print Checks<BR>
−
:'''Add "Print Commas in Amounts" user option.'''
+
Re-Print Checks<BR>
 +
Vendor List<BR>
 +
Vendor Maintenance<BR>
 +
Void Checks<BR>
 +
Void Invoices
 +
:'''Add "Country" field.'''
  
 
===Payroll Module===
 
===Payroll Module===
−
 
−
ACA 1094/1095 Export
 
−
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2024-R4 (MT state.)'''
+
:'''Updated to version 2024-R5 (VA state.)'''
  
 
===General===
 
===General===
  
−
System Menu
+
Form Maintenance
−
:'''Add File Maintenance and File Lists submenus to Ticketing menu.'''
+
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
−
:'''Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.'''
+
 
−
:'''Add Truck, Driver, Plant and Zone maintenance to Ticketing File Maintenance submenu.'''
+
Form Reports
−
:'''Add Truck, Driver, Plant and Zone file lists to Ticketing File Lists submenu.'''
+
:Do not use forms in the company database that are marked Inactive.
−
:'''Modify "Add Company" option on System Maintenance->Companies submenu to add "Business Id" field.'''
+
:'''Allow special Unicode characters when printing text on forms.'''
−
:'''Add "Edit Company" option to System Maintenance->Companies submenu.'''
 
  
 
Windows Client
 
Windows Client
−
:When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."
+
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
 +
:'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
 +
:File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
 +
:File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
:Fix exception "arithmetic exception, numeric overflow or string truncation" when rebooking a quote to a job where new products were added to the quote and updating the order quantities.
+
:Disable KServer access to database being upgraded during upgrade process.
  
 
Device Server
 
Device Server
−
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
+
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
 +
:Do not truncate any product code fields for batch protocols.
 +
:Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
 +
:'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:'''Add ability to specify a log condition and messages at the field level.'''
+
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
−
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''
+
:Prevent new requests from connecting to database being restored or upgraded.
 +
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
 +
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
 +
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
 +
:'''Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.'''
 +
:Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
 +
:Stonemont QC API: Set "decodestrings" option to "html" at the map level.
 +
:'''Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.'''
 +
:'''Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.'''
 +
:'''Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.'''
 +
:'''Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 +
:Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
 +
:'''Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 +
:'''Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 +
:'''Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.'''
 +
:'''Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.'''
  
−
==Build 4.5.4 - 2/9/2024==
+
----
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
Import Tickets
 
−
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
 
−
 
 
−
===General===
 
−
 
 
−
Company Database
 
−
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
 
−
 
 
−
===Services===
 
−
 
 
−
Device Server
 
−
:'''Add support for CarbonCure Dispatch Event Notification device.'''
 
−
:'''Add support for Digital Fleet XML Batch Control device.'''
 
−
:Change default root URL for Holcim/Concretely Dispatch Event Notification device.
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:Add support for "TEST device configuration parameter for CarbonCure ticket export.
 
−
:'''Online E-Ticketing API: Add "customstatuslist" endpoint.'''
 
−
:Windows Client A/R Report API: Filter out void tickets in "ARTicketIngredientExport" and "ARTicketIngredientList" queries.
 
−
:Windows Client Device API v2: Add additional fields to "dispatchevent" endpoint to support CarbonCure dispatch event notification device.
 
−
 
 
−
==Build 4.5.3 - 1/19/2024==
 
−
 
 
−
===Dispatch Module===
 
−
 
 
−
Beginning of Day
 
−
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)
 
−
 
 
−
Order Maintenance
 
−
:'''Add ability to select order form from a list when clicking the Print button.'''
 
−
 
 
−
Print Orders
 
−
:'''Add ability to select order form from a list.'''
 
−
 
 
−
===Ticketing Module===
 
−
 
 
−
Order Maintenance
 
−
:'''Add ability to select order form from a list when clicking the Print button.'''
 
−
 
 
−
Print Orders
 
−
:'''Add ability to select order form from a list.'''
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
Plant Maintenance
 
−
:Prevent user from entering a "Last Tkt #" more than 7 digits.
 
−
 
 
−
Quick Ticket Entry
 
−
:'''Added Ticket Date as an optional grid column.'''
 
−
 
 
−
===Accounts Payable Module===
 
−
 
 
−
Invoice Vouchering
 
−
:Fix bug where if you entered the same invoice number twice and then fixed it, when you tabbed out it would revert to the duplicate invoice number forcing you to change it twice instead of once.
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Certified Payroll Report
 
−
:Remove employee address from report.
 
−
:Increased width of Link Id column to 10 characters.
 
−
:Fixed Access Violation exception when the "Include Jobs without Payroll History" box was checked.
 
−
:Fixed Employee SSN not clearing when "Include Jobs without Payroll History" box was checked.
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2024-R2 (MD, ND states.)'''
 
−
 
 
−
===General===
 
−
 
 
−
Form Reports
 
−
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
 
−
 
 
−
===Services===
 
−
 
 
−
Application Server
 
−
:Fix bug when setting the last ticket number for a plant where it would never store the last used ticket number if no "Last Tkt #" was ever set in Plant Maintenance.
 
−
 
 
−
==Build 4.5.2 - 1/3/2024==
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
 
−
 
 
−
==Build 4.5.1 - 12/27/2023==
 
−
 
 
−
===Dispatch Module===
 
−
 
 
−
Beginning of Day
 
−
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
 
−
 
 
−
===Ticketing Module===
 
−
 
 
−
Beginning of Day
 
−
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
Product Maintenance
 
−
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
 
−
:'''Add ingredient subtype for admixture ingredients: CO2.'''
 
−
 
 
−
Ticket Ingredient Export
 
−
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
 
−
 
 
−
===General===
 
  
−
Generic Reports
+
[[Release Notes for Keystone 4.5.x]]
−
:When calculating the report width take the total width of grouped fields into account.
 
−
 
 
−
===Services===
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:'''Add "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
 
−
:'''Datatables: Add datatables for CarbonCure ticket export.'''
 
−
:'''Windows Client A/R Reports API: Add endpoints "ARTicketIngredientExport" and "ARTicketIngredientList" to support CarbonCure ticket export.'''
 
−
 
 
−
==Build 4.5 - 12/15/2023==
 
−
 
 
−
===Year End===
 
−
 
 
−
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
 
−
 
 
−
===Dispatch Module===
 
−
 
 
−
Order Maintenance
 
−
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
 
−
 
 
−
===Accounts Payable Module===
 
−
 
 
−
1099 Audit List<BR>
 
−
1099 Class Maintenance<BR>
 
−
Federal & State 1099 Export
 
−
:'''Add support for 1099-DIV form.'''
 
−
 
 
−
1099 Audit List
 
−
:Print form box numbers on the report instead of the internal box number value.
 
−
:'''Print form box description on the report.'''
 
−
 
 
−
1099 Class Maintenance
 
−
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
 
−
 
 
−
Federal & State 1099 Export
 
−
:'''Add F4 search capability to Vendor Id selection criteria.'''
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
 
−
 
 
−
===Services===
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
 
−
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 4.4.x]]
 
[[Release Notes for Keystone 4.4.x]]

Revision as of 02:35, 4 May 2024


NOTE: Items in bold type are NEW features.

Build 4.6 - 5/3/2024

New Features

Dispatch Split Orders

When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)

Dispatch Orders can no longer be deleted

The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.

Re-Send Dispatch Event Notifications

A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.

Sending Tickets to Batch Controls

A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.

Dispatch Module

Mix Design Maintenance

Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.

Order Maintenance

Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.
Do not allow orders to be deleted.
Require reason when the order status is changed to "Cancelled".
Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.
Add shading to non-editable fields on Loads grid.
Add ability to override a load's scheduled plant.
Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.
Add support for Split Orders (see New Features above.)
When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)
Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.

Order Maintenance
Ticket Maintenance

Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)

Order Maintenance
Ticket Printing

Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.

Schedule

Add order event for Swap Truck.
Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.
Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.
Add hover hint on truck status to show batch control error message.
Set WillCall Release Time field when a W/C order is shipped.
Truck grids now sort on plant and truck number by default.
Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)
After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.

Schedule
Ticket Maintenance
Ticket Printing
Ticket Stack
Weigh Truck

Show Description in Truck Id dropdown list, add F4 Search on Description field.

Ticket Maintenance

Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.
Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.

Ticket Maintenance
Ticket Stack

Allow editing of the HOLD field.

Ticket Printing

Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.
Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.
When an error occurs during ticket commit, void the ticket and set the void reason to the error message.
Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.

Ticketing Module

Order Maintenance
Ticket Maintenance

Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)

Order Maintenance
Ticket Printing

Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.

Order Stack

Add order CUSTOM_1 field as an optional grid field.

Order Stack
Ticket Maintenance
Ticket Printing
Ticket Stack
Weigh Truck

Show Description in Truck Id dropdown list, add F4 Search on Description field.

Order Stack
Ticket Printing

Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.

Ticket Maintenance

Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.
Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.

Ticket Maintenance
Ticket Stack

Allow editing of the HOLD field.

Ticket Printing

Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.
When an error occurs during ticket commit, void the ticket and set the void reason to the error message.
Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.

Accounts Receivable Module

Job Price Maintenance

Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.

Open Ticket Stack
Ticket Maintenance
Truck Maintenance

Show Description in Truck Id dropdown list, add F4 Search on Description field.

Plant Maintenance

Add Events tab.
Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.
Add "Allow Tickets" checkbox.
Require access code to activate an inactive plant.
Require access code to change Allow Tickets from unchecked to checked.

Print Invoices

Fix invoice separation by division.

Print Statements

Add options to properly separate by job, plant, division.
Save the selections in the Division/Plant/Job dropdowns from run to run.
Eliminate Customer/Job report sequence option.

Product Maintenance

Add field change events for the Tax Code fields.
Auto-fill Base Product and Plant fields when adding a new product.
Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.

Sales Tax Report

Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.

Ticket Maintenance

Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)
Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.

Truck Maintenance

Add "Description" field.

Accounts Payable Module

A/P Inquiry

Add "J/C Qty" and "U/M" fields to Invoice History grid.

Print Checks
Re-Print Checks
Vendor List
Vendor Maintenance
Void Checks
Void Invoices

Add "Country" field.

Payroll Module

Tax Library

Updated to version 2024-R5 (VA state.)

General

Form Maintenance

Change font for "Form Data" tab to Courier New to match the default font used when printing forms.

Form Reports

Do not use forms in the company database that are marked Inactive.
Allow special Unicode characters when printing text on forms.

Windows Client

Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)
File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.

Services

Application Server

Disable KServer access to database being upgraded during upgrade process.

Device Server

Add validation of all product code lengths before sending tickets or mix designs to batch control.
Do not truncate any product code fields for batch protocols.
Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).

Keystone REST Server (KServer)

Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
Prevent new requests from connecting to database being restored or upgraded.
Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.
Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
Stonemont QC API: Set "decodestrings" option to "html" at the map level.
Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.
Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.
Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.
Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.
Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.
Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.
Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.
Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

Retrieved from "http://104.43.204.248/wiki/index.php?title=New_Keystone_Releases&oldid=1556"