Difference between revisions of "New Keystone Releases"

Latest revision as of 00:39, 2 May 2025

Build 5.0 - 5/1/2025

New Features

Keystone Relay

New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.

Keystone REST Server (KServer)

Improved cache handling which eliminates extra database queries and is more performant.

Require authorization header for most API calls.

Security Improvements

Changed default passwords for all Interbase users.

Removed several Interbase users that are no longer needed.

Implemented a new algorithm for the Keystone security code.

Store login passwords as salted hashes instead of encrypted passwords within the database.

Dispatch Module

End of Day
Load Schedule Report
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Order Maintenance

When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.

When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.

When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Reprint Tickets

Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.

Schedule

Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.

Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)

When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.

Do not allow a truck in Returning status that has been pre-ticketed to be swapped.

Do not allow a truck to be swapped to itself.

System Map

Fix END point of directions to show actual address of the end point of the route.

When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.

Fix several issues with Route map display failing to appear.

Ticketing Module

End of Day
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

On-Hand Inquiry

Orders, In-Stock and Available fields now reflect today's orders and future orders.

Reprint Tickets

Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.

Accounts Receivable Module

Credit Card Pre-Approvals

Log field change event for "Comment" field.

Customer Maintenance

Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.

Customer Sales Report

Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."

Import Tickets
Invoice Register
Invoiced Tickets List
MTD Invoice Register
Pre-Billing Audit List
Ticket Activity Report
Zero Price Tickets Report

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Job Price Maintenance

Fixed exception when deleting a job.

When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Print Invoices
Reprint Invoices

Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.

Print Statements

Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.

Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)

Product Maintenance

Fix to update the "Profit" value on the Mix Design tab when moving between products.

Required and Orders fields on the Inventory tab now reflect today's orders and future orders.

Reprint Invoices

When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.

Ticket Inquiry

Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)

Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)

Inventory Module

Inventory Transfers

Fix to no longer adjust the "Qty On Order" of either product when posting the batch.

Quote Module

Quote List

Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".

Add selection by File #.

Add File # column to summary/detail reports.

Quote Maintenance

When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.

When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.

When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.

Accounts Payable Module

Import Invoices

Add ability to import due date.

Cash Management Module

Import C/M Transactions

The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)

General Ledger Module

Import Payroll Transactions

Add the "payrollRunType" field to the payroll run drop-down list.

Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.

Payroll Module

Tax Library

Updated to version 2025-R2.

General

DataScope
Query Export

Fix exception "EDBClient" when deleting a query.

Sales Tax

Modified sales tax calculation to properly handle a negative taxable amount.

Setup

Delete obsolete files when updating an existing Keystone installation.

System Menu

Reduce delay when closing the menu.

Set a default password for the "ADMIN" user when installing a new system.

Windows Client

Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)

Ensure that the Application Server "ping" is executed once per client application.

Services

Application Server

Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.

Notify KServer when a company is added/deleted/changed.

Ensure that the Plant Id is always specified when changing a load status to Begin Load.

When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.

When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.

Device Aggregator

Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.

Device Server

Add order location notify device for Keystone Online.

Change default product code length to 20 characters for ALL ULINK batch controls.

Keystone REST Server (KServer)

Add "KCompanyReset" action.

Add "validate" parameter to "KDBRestore" action.

Fix "ClearCaches" action.

Fix "NextEndPoint" action to support cross-authorization endpoints.

Limit maximum number of request threads to 16 (reduces resource usage.)

Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.

Rollback all database changes for the request if an "exception" action was executed.

Improve reliability of startup/shutdown.

Driver API: Add "notifyorderlocation" endpoint.

Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."

External AICrete API v2: New API for AICrete which requires authorization header.

External AICrete Datatables: Common datatables unit for AICrete APIs.

External Salesforce API v2: New API for Salesforce which requires authorization header.

External Stonemont API v2: New API for Stonemont which requires authorization header.

External Stonemont Datatables: Common datatables unit for Stonemont APIs.

Keystone Online APIs: Now require authorization header.

Windows Client Device Autorun API v2: Fix "trxsync" endpoint.

Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".

Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.

Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."

Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.

Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.

Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.

Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.

Windows Client System Database API: Add "companyreset" endpoint.

Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.

Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

Difference between revisions of "New Keystone Releases"

Latest revision as of 00:39, 2 May 2025

Contents

Build 5.0 - 5/1/2025

New Features

Dispatch Module

Ticketing Module

Accounts Receivable Module

Inventory Module

Quote Module

Accounts Payable Module

Cash Management Module

General Ledger Module

Payroll Module

General

Services

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools

@@ Line 4: / Line 4: @@
 <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
-==Build 4.7.16 - 2/12/2025==
+==Build 5.0 - 5/1/2025==
-===General Ledger Module===
+===New Features===
-Import Payroll Transactions
+Keystone Relay
-:Updated to properly handle Impound/Invoice cash management transactions to a different account than check/direct deposit transactions.
+:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
-:When building the list of payroll runs, include all runs between 1 year in the past to 1 year in the future.
-==Build 4.7.15 - 2/6/2025==
+Keystone REST Server (KServer)
+:Improved cache handling which eliminates extra database queries and is more performant.
+:Require authorization header for most API calls.
-===General Ledger Module===
+Security Improvements
+:Changed default passwords for all Interbase users.
+:Removed several Interbase users that are no longer needed.
+:Implemented a new algorithm for the Keystone security code.
+:Store login passwords as salted hashes instead of encrypted passwords within the database.
-Import Payroll Transactions
+===Dispatch Module===
-:Updated to support multiple pay groups.
-:The Payroll Run dropdown list now includes the pay group name.
-:Performance improvement when retrieving G/L data from iSolved.
-==Build 4.7.14 - 2/5/2025==
+End of Day<BR>
+Load Schedule Report<BR>
+Order List
+:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
-===General Ledger Module===
+Order Maintenance
+:When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
+:When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
+:When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
-Import Payroll Transactions
+Reprint Tickets
-:Remove non-completed (void) payroll runs from list of payroll runs.
+:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
-==Build 4.7.13 - 1/23/2025==
+Schedule
+:Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
+:Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
+:When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
+:Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
+:Do not allow a truck to be swapped to itself.
-===General Ledger Module===
+System Map
+:Fix END point of directions to show actual address of the end point of the route.
+:When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
+:Fix several issues with Route map display failing to appear.
-Import Payroll Transactions
+===Ticketing Module===
-:Updated to support multiple legal entities under one client.
-==Build 4.7.12 - 1/21/2025==
+End of Day<BR>
+Order List
+:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
-===Accounts Payable Module===
+On-Hand Inquiry
+:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
-Import Invoices
+Reprint Tickets
-:'''Add ability to import invoice Due Date.'''
+:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
-===General Ledger Module===
+===Accounts Receivable Module===
-Import Payroll Transactions
+Credit Card Pre-Approvals
-:Updated to support multiple clients.
+:'''Log field change event for "Comment" field.'''
-==Build 4.7.11 - 1/11/2025==
+Customer Maintenance
+:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
-===Payroll Module===
+Customer Sales Report
+:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
-Tax Library
+Import Tickets<BR>
-:'''Updated to version 2025-R2 (IL, ND, OR states.)'''
+Invoice Register<BR>
+Invoiced Tickets List<BR>
+MTD Invoice Register<BR>
+Pre-Billing Audit List<BR>
+Ticket Activity Report<BR>
+Zero Price Tickets Report
+:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
-==Build 4.7.10 - 1/3/2025==
+Job Price Maintenance
+:Fixed exception when deleting a job.
+:When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
-===Payroll Module===
+Print Invoices<BR>
+Reprint Invoices
+:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
-Tax Library
+Print Statements
-:'''Updated to version 2025-R1c (LA state.)'''
+:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
+:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)
-==Build 4.7.9 - 12/28/2024==
+Product Maintenance
+:Fix to update the "Profit" value on the Mix Design tab when moving between products.
+:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
-===Payroll Module===
+Reprint Invoices
+:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.
-Tax Library
+Ticket Inquiry
-:'''Updated to version 2025-R1b (MT, NC, VT states.)'''
+:Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
+:Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)
-==Build 4.7.8 - 12/23/2024==
-===Payroll Module===
-Tax Library
-:'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)'''
-==Build 4.7.7 - 12/13/2024==
-===Payroll Module===
-Tax Library
-:'''Updated to version 2025-R1 (Federal-preliminary.)'''
-==Build 4.7.6 - 12/3/2024==
-===Dispatch Module===
-Order Maintenance
-:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
-:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
-:'''Carry "Show when order accessed" field from job when copying an order and changing the job on an order.'''
-===Ticketing Module===
-Order Maintenance
-:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
-===Accounts Receivable Module===
-Credit Card Pre-Approval
-:'''Add "Comment" grid column.'''
-Customer Maintenance<BR>
-Job Price Maintenance
-:'''Add "Auto Hold Tck" checkbox.'''
-Customer Maintenance
-:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''
-Import Tickets
-:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''
-Job Price Maintenance
-:Move "Plant Mix Type" to Dispatch tab.
-:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
-:Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
-:'''Show "File #" on screen (if quote has a File # and is booked as a job.)'''
-:'''Add new "Job Search" dialog when F4 pressed in Job Id field.'''
-:'''Add blue background (indicating F4 search) to the Job Id field.'''
 ===Inventory Module===
-On Order Maintenance
+Inventory Transfers
-:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
+:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
 ===Quote Module===
+Quote List
+:'''Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".'''
+:'''Add selection by File #.'''
+:'''Add File # column to summary/detail reports.'''
 Quote Maintenance
-:'''Generate unique File # when adding a new quote.'''
+:When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
-:'''Show "File #" on screen (if quote has a File #.)'''
+:When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
-:'''Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.'''
+:When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
-:Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
+:The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.
-:'''When booking a job, copy the "File #" field from the quote to the new job.'''
 ===Accounts Payable Module===
-Federal & State 1099 Export
+Import Invoices
-:'''No changes for 2024 (ready for 2024 e-filing.)'''
+:'''Add ability to import due date.'''
-===Purchase Order Module===
+===Cash Management Module===
-P.O. Receipt Maintenance
+Import C/M Transactions
-:Fix EAccessViolation exception when deleting a receipt.
+:The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)
 ===General Ledger Module===
 Import Payroll Transactions
-:Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
+:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
-:Fix summarization logic for C/M impound, invoice and other transactions to process each record.
+:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''
-:When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
-:'''Add system options for Earn and Other G/L Item Categories.'''
-:'''Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)'''
-:Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)
 ===Payroll Module===
-ACA 1094/1095 Export
-:'''No changes for 2024 (ready for 2024 e-filing.)'''
-Federal & State W-2 Export
-:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
-Federal W-2C (Corrections) Export
-:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
 Tax Library
-:'''Updated to version 2024-R12b (KY, ME, MI states.)'''
+:'''Updated to version 2025-R2.'''
 ===General===
@@ Line 171: / Line 146: @@
 DataScope<BR>
 Query Export
-:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''
+:Fix exception "EDBClient" when deleting a query.
-PDF Viewer
+Sales Tax
-:'''Save/restore form state, size and position from run to run.'''
+:Modified sales tax calculation to properly handle a negative taxable amount.
-:'''Show currently loaded PDF filename in form caption.'''
-System Menu
+Setup
-:'''When building query menu, add Quotes option to the retricted to module logic.'''
+:Delete obsolete files when updating an existing Keystone installation.
-:Take user security roles into account when filtering the query list by module.
-System Option Maintenance
-:'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.'''
-===Services===
-Keystone REST Server (KServer)
-:'''Online Dashboard API: New API added to support Python dashboard.'''
-:Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
-:Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.
-==Build 4.7.5 - 11/9/2024==
-===Payroll Module===
-Tax Library
-:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
-==Build 4.7.4 - 11/1/2024==
-===Dispatch Module===
-Mix Design Maintenance
-:Filter product lookup to include only Mix type products.
-Order Maintenance
-:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
-:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
-:Prevent new orders from being added for inactive customers.
-:'''Highlight loads for a future date with a yellow background.'''
-:'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.'''
-:Update the load override time when recalculating loads if necessary.
-Schedule
-:Move "View Order" button to bottom-most position on the Order popup dialog.
-Ticket Maintenance<BR>
-Ticket Printing
-:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
-===Ticketing Module===
-Order Maintenance
-:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
-:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
-:Prevent new orders from being added for inactive customers.
-Ticket Maintenance<BR>
-Ticket Printing
-:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
-===Accounts Receivable Module===
-Customer Maintenance
-:'''Add "Web Orders" checkbox to Contacts grid.'''
-Import Tickets
-:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
-Job Price Maintenance
-:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
-Open Ticket Stack
-:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
-:'''Require a Void Reason when a ticket is voided.'''
-Print Invoices<BR>
-Re-Print Invoices
-:'''Add ability to print Order Contact and Phone Number on invoice.'''
-Ticket Maintenance
-:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
-:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
-:'''Require a Void Reason when a ticket is voided.'''
-===Quote Module===
-Print Quotes
-:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
-===Accounts Payable Module===
-A/P Inquiry
-:'''Add "Last Ck#" grid column.'''
-Select Invoice for Payment
-:If user does not have security role permission for C/M, do not show the C/M account balance.
-===General Ledger Module===
-G/L Batch List
-:'''Add user checkbox for "Show Trx Description 2".'''
-Import Payroll Transactions
-:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''
-===Payroll Module===
-Tax Library
-:'''Updated to version 2024-R11a.'''
-Timecard Maintenance
-:Fix EAccessViolation exception when deleting a paycheck.
-===General===
-DataScope<BR>
-Query Export
-:Take user roles into account when filtering the query list by module.
-System Option Maintenance
-:'''Add "Import Payroll Options" section to G/L options.'''
-===Services===
-Application Server
-:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
-:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.
-Device Server
-:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
-Keystone REST Server
-:A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
-:A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
-:Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.
-==Build 4.7.3 - 10/17/2024==
-===Payroll Module===
-Tax Library
-:'''Updated to version 2024-R11 (IN counties.)'''
-===General===
-System Map
-:Fix issue where an empty white screen appears when viewing the map.
-System Menu
-:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
-==Build 4.7.2 - 10/11/2024==
-===Dispatch Module===
-Order Maintenance
-:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-Schedule
-:Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
-:Fix "Quick Ticket" logic to properly set the load number in the ticket.
-:Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
-:Fix order load alert messages not working (introduced in 4.5.6.2.)
-:'''Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.'''
-:'''Add Plant Id to status pop-up.'''
-:'''Add optional "OrdPlt" field to schedule grid (Plant Id from order.)'''
-Ticket Printing
-:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
-:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
-===Ticketing Module===
-Order Maintenance
-:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-Order Stack
-:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.
-===Accounts Receivable Module===
-A/R Inquiry<BR>
-Cash Posting<BR>
-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.'''
-Customer Maintenance
-:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
-Import Tickets
-:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
-Prepare Remote Ticketing Data
-:'''Add client-side log messages.'''
-Print Invoices
-:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
-Sales Tax Report
-:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
-:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.
-===Quote Module===
-Prospect Maintenance<BR>
-Quote Maintenance
-:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-===Accounts Payable Module===
-Vendor Maintenance
-:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-===General Ledger Module===
-Batch List
-:'''Print transaction second description line if present.'''
-===Payroll Module===
-Tax Library
-:'''Updated to version 2024-R10.'''
-===General===
-Company Database
-:Updated to version 25.02.
 System Menu
-:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
+:Reduce delay when closing the menu.
-:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.
+:Set a default password for the "ADMIN" user when installing a new system.
 Windows Client
-:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
+:Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
-:When processing an auto-task, initialize client-side log.
+:Ensure that the Application Server "ping" is executed once per client application.
-:Decrease file chunk size to 1MB when reading/writing files from/to KServer.
-:When reading file from KServer, raise exception if the response content type is not valid.
-:When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.
-===Services===
-Application Server
-:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
-Keystone REST Server (KServer)
-:Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
-Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
-:Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
-:Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
-:Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.
-==Build 4.7.1 - 9/13/2024==
-===Dispatch Module===
-Order Maintenance
-:Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)
-===Accounts Receivable Module===
-Cash Posting
-:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
-Customer Maintenance
-:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
-Re-Print Tickets
-:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
-===General===
-Company Database
-:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
-Reports
-:Some reports were not respecting the default font/bold printer options.
-===Services===
-Keystone REST Server (KServer)
-:'''Add "FormatCurr" function.'''
-:Fix "StringReplace" function to handle NULL string parameters correctly.
-:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
-:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
-:'''Online Customer Portal API: Add "invoice" endpoint.'''
-==Build 4.7 - 8/30/2024==
-===Dispatch Module===
-Edit Ticket Times
-:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
-:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
-:'''Display associated status reason description as a hint for all of the eight ticket times.'''
-Order Maintenance
-:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
-:When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
-:Fix scroll wheel not working correctly on Job Id dropdown.
-:Do not copy the W/C Release Time field when copying an order.
-:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
-:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
-:Eliminate duplicate "Item Add" event generated when copying order.
-:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
-:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
-:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
-Print Orders
-:'''Add handling for "mix multiplier" auto qty products.'''
-Re-Print Tickets<BR>
-Ticket Printing
-:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
-:'''Add ability to print the user that originally created the ticket.'''
-:'''Add ability to print customer phone number on ticket.'''
-:'''Add ability to print the 8 load time source fields on tickets.'''
-:'''Add ability to print list price, list totals and savings fields on tickets.'''
-Re-Print Tickets<BR>
-Re-Transfer Tickets
-:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
-Schedule
-:Do not reset the truck available time if only the custom status is changed.
-:Do not reset the truck to clocked out status after shipping and then voiding a load.
-:Performance improvement when scrolling or clicking the order grid.
-:'''Add "Plt Name" as an optional grid field.'''
-:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
-:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
-:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
-:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
-:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
-:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''
-Ticket Printing
-:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
-:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
-Truck Demand Graph
-:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
-===Ticketing Module===
-Order Maintenance
-:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
-:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
-Order Stack
-:'''Add "Qty Ord" as an optional grid field.'''
-Re-Print Tickets<BR>
-Ticket Printing
-:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
-:'''Add ability to print the user that originally created the ticket.'''
-:'''Add ability to print customer phone number on ticket.'''
-:'''Add ability to print list price, list totals and savings fields on tickets.'''
-Re-Print Tickets<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.
-Ticket Printing
-:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
-===Accounts Receivable Module===
-A/R Inquiry
-:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
-:Fix missing QR code when previewing invoice that contains a QR code.
-:Fix missing PDF hyperlink when printing to PDF from invoice preview form.
-Comparative Customer Sales Report
-:'''Add product class selection.'''
-Customer Maintenance
-:Significant performance improvement when renaming a customer.
-:Show all customer events except those related to customer prices.
-:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.
-Customer Price Maintenance
-:Show only those events related to customer prices.
-Edit Ticket Times
-:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
-:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
-:'''Display associated status reason description as a hint for all of the eight ticket times.'''
-Import Tickets
-:Handle exceptions when calculating sales tax during ticket import.
-Job Price Maintenance
-:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
-:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
-Print Invoices
-:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
-Print Statements
-:'''Add Order Id and the four Ship To fields as available fields on the form.'''
-Product Maintenance
-:Significant performance improvement when renaming a product.
-:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
-:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
-:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.
-Product Sales by Customer Report<BR>
-Product Sales Report
-:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
-Re-Print Tickets
-:'''Add ability to print the 8 load time source fields on tickets.'''
-Sales Tax Rate Maintenance
-:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
-Ticket Inquiry
-:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
-Ticket Maintenance
-:'''Use job/customer specific ticket form when printing ticket if specified.'''
-===Accounts Payable Module===
-Import Invoices
-:Set the payment method for imported invoices from the vendor.
-Re-Print ACH Stubs<BR>
-Re-Print Checks
-:'''Add Division selection.'''
-Vendor Maintenance
-:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
-===Cash Management Module===
-Statement Reconciliation
-:Properly separate Check No and Check Amount columns based on check key.
-:Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
-:Record the last change date/time and user when generating combined deposits.
-===Payroll Module===
-Tax Library
-:'''Updated to version 2024-R9.'''
 ===Services===
 Application Server
-:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
+:Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
+:Notify KServer when a company is added/deleted/changed.
+:Ensure that the Plant Id is always specified when changing a load status to Begin Load.
+:When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
+:When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.
 Device Aggregator
-:Do not record batch results if there are no batch results present from the batch device.
+:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
 Device Server
-:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
+:'''Add order location notify device for Keystone Online.'''
+:Change default product code length to 20 characters for ALL ULINK batch controls.
 Keystone REST Server (KServer)
-:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
+:'''Add "KCompanyReset" action.'''
-:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
+:'''Add "validate" parameter to "KDBRestore" action.'''
-:'''External AICrete API: New API for interfacing with AICrete.'''
+:Fix "ClearCaches" action.
-:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
+:Fix "NextEndPoint" action to support cross-authorization endpoints.
-:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
+:Limit maximum number of request threads to 16 (reduces resource usage.)
-:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
+:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
-:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
+:Rollback all database changes for the request if an "exception" action was executed.
-:Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
+:Improve reliability of startup/shutdown.
-: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.)
+:'''Driver API: Add "notifyorderlocation" endpoint.'''
-:Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
+:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
-:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
+:'''External AICrete API v2: New API for AICrete which requires authorization header.'''
+:'''External AICrete Datatables: Common datatables unit for AICrete APIs.'''
+:'''External Salesforce API v2: New API for Salesforce which requires authorization header.'''
+:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
+:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
+:Keystone Online APIs: Now require authorization header.
+:Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
+:Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
+:'''Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.'''
+:'''Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."'''
+:Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
+:Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
+:Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
+:'''Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.'''
+:'''Windows Client System Database API: Add "companyreset" endpoint.'''
+:'''Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.'''
+:Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.
-===General===
+----
-Setup
-:'''Now supports installing on Windows 11 for ARM (experimental.)'''
-System Option Maintenance
-:'''Add search window to help locate system options.'''
-----
+[[Release Notes for Keystone 4.7.x]]
 [[Release Notes for Keystone 4.6.x]]