New Keystone Releases

NOTE: Items in bold type are NEW features.

Build 4.6.3 - 6/6/2024

Dispatch Module

Order Maintenance

Add field change events for Order Color, Comment 1 & 2, Notes 1 & 2.

Schedule

Immediately refresh the schedule when any networked user makes a change that affects the schedule (contact support if you need this feature.)

Ticket Printing

Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.1.4.)

Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)

Ticketing Module

Order Stack

Immediately refresh the order stack when any networked user makes a change that affects the order stack (contact support if you need this feature.)

Ticket Printing

Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.1.4.)

Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)

Accounts Receivable Module

Cash Posting

Fix SPACE BAR not picking up open credit (introduced in 4.6.1.4.)

Job Price Maintenance

Add ability to rename a Job Id.

Plant Maintenance

Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)

Always call up the map when the Map button is clicked.

When there are no GPS coordinates specified, use the Address 1 & 2 lines to map the plant location.

Product Maintenance

Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)

General Ledger Module

Import Payroll Transactions

New option added to the G/L Entry/Inquiry menu (not active at this time.)

Services

Keystone Net Message Service

New service which broadcasts messages across the network.

Keystone REST Server (KServer)

Driver API: Modify "notifyorderroute" endpoint to add "TruckesEnroute" list.

Windows Client A/R Lookup API: Modify "rdmARUnitOfMeasure/cdsKey" endpoint: ignore EXPANDED_UMS if it is an empty string.

Build 4.6.2 - 5/22/2024

Dispatch Module

Order Maintenance

Add "Description 2" to Product Id dropdown list.

Add fields to Order Id dropdown list: Qty Ordered, Delivery Time, Order Status.

Use Slump from corresponding job product if specified as an override.

Changed "Delete" button to "Cancel Order" button.

Display a single popup form when cancelling an order, contains warning message and input box for the cancel reason.

Re-Print Tickets

Use ticket form from customer if specified (overrides plant ticket form.)

Ticket Inquiry

New option added to the Dispatch Reports/Inquiries menu.

Ticket Maintenance

Only show tickets for dispatch plants.

Ticket Printing

Tickets are now stored in the database prior to printing.

Use ticket form from customer if specified (overrides plant ticket form.)

Use Slump from corresponding job product if specified as an override.

Ticketing Module

Order Maintenance

Use Slump from corresponding job product if specified as an override.

Re-Print Tickets

Use ticket form from customer if specified (overrides plant ticket form.)

Ticket Inquiry

New option added to the Ticketing Reports/Inquiries menu.

Ticket Maintenance

Only show tickets for ticketing plants.

Do not allow tickets to be added.

Ticket Printing

Tickets are now stored in the database prior to printing.

Use ticket form from customer if specified (overrides plant ticket form.)

Use Slump from corresponding job product if specified as an override.

Accounts Receivable Module

A/R Inquiry

Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.

Invoice Number F4 search will position to the invoice.

Indicate Blocked/Bad Debt credit status in large, red font.

Cash Posting

Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.

Invoice Number F4 search will position to the invoice.

SPACE BAR may now be used to reverse a previously applied payment when a negative check is entered.

Indicate Blocked/Bad Debt credit status in large, red font.

Cash Posting Register
MTD Cash Posting Register

Add checkbox to include Session Number on the register.

Change "Entry Sequence" to "Session No." in Report Sequence dropdown.

Add session subtotals when using "Session No." report sequence.

Customer Maintenance

Add field change event for "Active" field.

Add Forms tab to specify quote and/or ticket form specific to the customer.

Job Price Maintenance

Add "Slump" column to Products grid (overrides default/product slump when product is ordered/ticketed.)

Product Maintenance

Add field change event for "Active" field.

Do not copy the pending price fields when copying products.

Sales Tax Rate Maintenance

Widened the G/L Account dropdown on the Tax Locality dialog to show the entire description.

Ticket History Inquiry

Removed option from the Sales Analysis menu (replaced by Ticket Inquiry below.)

Ticket Inquiry

New option added to the Accounts Receivable menu. This option includes plant tickets, office tickets and sales history.

Ticket Maintenance

Change default ticket number F4 search range from 30 to 90 days ago.

Quote Module

Print Quotes

Use form from customer/prospect if one is specified.

Prospect Maintenance

Add Forms tab to specify quote form specific to the prospect.

Quote Maintenance

When printing/emailing a quote, use form from customer/prospect if one is specified.

Accounts Payable Module

Vendor Maintenance

Add Events tab.

Add field change events for: Vend Class, Payment Terms, 1099 Class, COD, Tax Auth, A/P G/L, Cash G/L, Discount G/L, Expense G/L, Tax Id, Active and contact Email.

General

DataScope
Query Export

Changed "App" column heading to "Module" and show module description instead of code.

Widened query list grid.

Changed "Notes" column heading to "Long Description".

System Map

Corrected issue with displaying routes/maps using HERE when Keystone is hosted on a cloud-based virtual machine.

Services

Application Server

Fix error "The company database upgrade failed...Unable to write to C:\Program Files (x86)\...\ccwibsv.ini" when setting up a new system and a database requires a version upgrade.

Keystone REST Server (KServer)

Windows Client A/R API: Add "rdmARAllTickets/cdsMaster" endpoint.

Windows Client A/R Lookup API: Add "rdmARAllTickets/cdsKey" and "rdmARAllTickets/cdsTicketSearch" endpoints.

Windows Client A/R Lookup API: Modify "rdmARPlantTicket/cdsKey" and "rdmARPlantTicket/cdsTicketSearch" endpoints to add PLANT_TYPES parameter.

Windows Client Device API v2: Modify "dispatchevent" endpoint ticket queries to merge plant, office and sales history tables.

Build 4.6.1 - 5/14/2024

Dispatch Module

Order Maintenance

Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.)

Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.

Reprint Tickets

Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.

Schedule

Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.

Do not include orders (both on the order grid and in the schedule totals) where the order's plant does not allow tickets to be generated.

Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.

Fix exception "cdsDIScheduleGrid: Field LD_LOAD_NO not found" when using the "Ship to Same Order" option on the truck popup menu (introduced in 4.6.)

Ticket Printing

When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.

Add ability to configure separate forms/printers by scale device on the Printer Setup dialog.

Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.

Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.

Ticketing Module

Ticket Printing

Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.

Accounts Receivable Module

Automatic Product Maintenance

Add "Copy Automatic Product" button to the product edit page.

Fix so Cancel button on the main screen cancels changes.

Fix so Cancel button when adding a new automatic product cancels the add.

Cash Posting

Add Contacts tab.

Email Statements

Fix to properly configure job, plant or division separation.

Fix to properly update email status when plant or division separation is active.

Generate unique PDF filename when plant or division separation is active.

Allow blank Statement Form Id and maintain this setting from run to run.

When separating by division, properly handle blank for "Only Division" dropdown.

Print Statements

Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form.

When resetting the form at Preview/Print time, always load the form after changing the form to the division-specific form (introduced in 4.6.)

Fix aging, discount, finance charge and statement totals when separating by job, plant or division.

Fix initial form setting at start of report.

Sales Tax Report

Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.

Accounts Payable Module

Aged Trial Balance Export

New option added to the A/P Data Exports menu.

General Ledger Module

Print Financial Statement Format

Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.

Payroll Module

Tax Library

Updated to version 2024-R6.

General

Company Database

Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.

Form Reports

If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.

File Maintenance

Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)

Services

Keystone REST Server (KServer)

Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.

Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.

Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.

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