Release Notes for Keystone 3.1.x

Build 3.1.9 - 4/21/2017

Enhancements

A/R Cash Posting
A/R Customer Maintenance
A/R Inquiry

When using forms drop-down button to print to the email printer, show the customer contacts in a drop-down list on the email setup screen.

A/R Open Ticket Stack

Add ZONE and MILES as optional grid fields.

A/R Reprint Invoices

Add ability to print total credits and current invoice balance on the invoice. Please contact support if you need this feature.

A/R Sales Chart

Fix "invisible" legend text, chart title and axis labels (introduced in 3.0.)

Export Tickets to Accounting
Dispatch End of Day
Ticketing End of Day

MAS-90 Export: Replace Delivery Instruction 1 field with Ship To 1 field.

Dispatch Order Maintenance

Track changes for ALL products on the Events tab (Product Code, Qty Ordered, Unit Price and Load Size.)

Add multi-day Copy Order function. Use the drop-down calendar on the Copy Order dialog to select multiple dates. Hold SHIFT while clicking to select a consecutive range of dates. Hold CTRL while clicking to add a single date to the list of selected dates.

Dispatch Schedule

The Plant Demand Graph slideout window is larger.

Add ability to look at orders for previous days by using the minus (-) button at the top of the schedule.

Add checkboxes to the plant pop-up graph legend area to turn on/off individual graph bars/lines. The settings of these checkboxes default to the "Plant" tab settings from the Truck Demand Graph. Changes made to the checkboxes in the Schedule option are NOT saved however.

Dispatch Truck Demand Graph

Add checkboxes to the graph legend area to turn on/off individual graph bars/lines. The settings of these checkboxes are saved from run to run.

Ticketing Order Maintenance

Add ability to view GPS map from Ship To/Delv Inst address and set the job site radius.

Quote Maintenance

When copying a quote the cost for each product will be updated from the product's current standard cost.

Ask user to update order quantity when rebooking a job that has a previously created order for a Block Plant.

Payroll Company List

Add tax exemption information for definitions.

Payroll Employee Maintenance

Hide the Social Security Number and Pay Rate field values until you click in the field for enhanced security.

Payroll Tax Library

Updated to 2017-R5 version.

On-Demand App/Server

Restrict salesperson view to see only the orders for the salesperson that is locked to the user in Keystone.

Add ability to setup a default Company Id in the configuration settings.

Form Reports

Add ability to print text only on the first page of each form.

Corrections

A/R Import Tickets

Fix file dialog box behavior when importing remote tickets.

A/R Reprint Tickets from Sales History

Fix exception when the ticket form refers to fields that do not exist in sales history.

Inventory Reconciliation

Fix queries to look at only temporary data from current session to avoid ballooning costs.

Export Tickets to Accounting
Dispatch End of Day
Ticketing End of Day

QuickBooks Export: Fix 901 error when Job Id contains an ampersand.

QuickBooks Export: Fix display of ampersands on QuickBooks search dialog.

Dispatch Order Maintenance

Fix "Copy Order" function to use the new order delivery date when checking which automatic products to add.

Dispatch Schedule

Find Truck feature now sorts the truck list by Truck Number, correcting some issues with searching for certain truck numbers.

Quote Maintenance

When booking a job, do not allow an order to be created unless "Def Plant" is specified.

Query Export

Fix exception "Empty SQL Statement" the first time you enter and run a query by pressing CTRL+E or clicking the "Play" button in the toolbar.

Application Server

Fix deadlock when clearing and/or setting truck's returned concrete.

On-Demand App/Server

Fix orders for future dates appearing on list of today's orders.

Fix completed orders showing when Show Completed Orders option not checked in some cases.

General

Fix issue with using the mousewheel to scroll when a drop-down lookup column is selected within a grid.

Build 3.1.8 - 3/29/2017

Enhancements

A/R Plant Maintenance

Add Plant Id to GPS tab to translate Keystone Plant Id to GPS Plant Number.

Export Tickets to Accounting
Dispatch End of Day
Ticketing End of Day

QuickBooks Export: Handle error code 110, report additional ticket information when an exception occurs.

QuickBooks Export: Send Keystone Job Id, Ticket Number and Ticket Date.

QuickBooks Export: Send individual Keystone tickets as invoice line items.

QuickBooks Export: The cross-reference dialog has been improved to only show items containing the Keystone name/description by default.

Device Server

Universal/Keystone/REXCON batch control: Add field #192 (Driver Id) and #193 (Order Contact Phone #.)

Universal/Keystone/REXCON batch control: Add ability to send full extra product description instead of just the first 16 characters.

Universal: Add support for up to 12 extra products.

Integra XML batch control: Send Slump on main product.

Database

Modify GPS procedure to pass translated Plant Id to GPS system.

Corrections

A/R Cash Posting

When posting an Open Credit, the division number is not saved to the credit invoice.

Get the division G/L accounts based on the division number stored in the invoice being posted to.

Export Tickets to Accounting
Dispatch End of Day
Ticketing End of Day

Fix incorrect ticket total count when using QuickBooks export.

Dispatch Order Maintenance
Dispatch Schedule

Automatic Product changes made while either of these options are open aren't recognized until the option is closed/restarted.

Dispatch Truck Demand Graph

Eliminate redundant numbers on left side of demand graph (number of trucks.)

Quote Maintenance

Fix "Product Id Already Exists" message after attempting to save the quote with an empty Qty Ordered.

Payroll ACA 1094/1095 Export
Payroll California DE-9/DE-9C Export
Payroll Federal & State W-2 Export

Fix export file to correctly escape reserved XML characters (was preventing some files from uploading to the web portal.)

Build 3.1.7 - 3/10/2017

Enhancements

A/R Automatic Product Maintenance

Add checkbox to include/exclude job-specific auto products.

A/R Job Price Maintenance

Add ability to setup Automatic Products for the job.

A/R Open Ticket Stack

Add ticket payment fields as optional grid fields.

Show/hide Hold column based on "AllowTicketHold" system option.

A/R Sales Tax Report

Add division selection and subtotals.

A/R Ticket Maintenance
Dispatch Ticket Maintenance

The default setting for the "AllowTicketHold" option has been changed to ALLOW. Please contact support if you need this changed to prevent putting tickets on hold.

Dispatch Order Maintenance
Ticketing Order Maintenance

Improve visibility of "Ticket Bal" box: moved to lower-right corner, added yellow background and bolded text.

Dispatch Schedule

The plant pop-up screen (demand graph) has been improved to give the demand graph significantly more screen space.

Dispatch Truck Demand Graph

Add descriptive column headings to the planning screen grid.

Significantly improved the performance of the demand graph query.

Eliminated redundant queries at startup and when viewing the planning screen.

The single plant graph will now refresh as soon as a plant is selected in the drop-down list.

The home plant, current plant and loads graph lines will now extend to the last time slot.

The will-call and planning graph lines will not be shown if no data is present.

Slightly reduced width of Required and Will-Call graph bars to avoid overlapping particularly when the bars are very wide.

Drilldown screen: restored color boxes in legend area, changed bright green/yellow colors to paler versions to improve readability of text.

Print Quotes

Add ability to print U/M total at bottom of quote. Contact support if you need this feature.

A/P Vendor Maintenance
A/P Invoice Vouchering
A/P Handwritten Check Entry
A/P Inquiry
A/P Void Check
A/P Void Invoice
Purchase Order Maintenance
P.O. Receipt Maintenance
A/P Reports with Vendor selection

Add Address 1, City and State to vendor lookup drop-down.

Payroll SUTA/FUTA Report

Add 'Hours Worked' to quarterly report.

Payroll Tax Library

Updated to 2017-R4 version.

Corrections

A/R Automatic Product Maintenance

Fix potential issue if two people attempt to use this option at the same time.

Fix job-specific auto products not adding when customer, job and/or product code contains a dash.

A/R Print Invoices

Change confirmation message to 'Proceed to Update?' to avoid confusion when only emailed invoices are updated.

A/R Void Invoice

Fix to copy the Division Number from the original to the reversal invoice.

Dispatch Order Maintenance

Fix the Job Id lookup so it reflects the customer's list of jobs when repeatedly using the Edit Order function from the Dispatch Schedule.

Dispatch Schedule

When ticketing from an order with a minimum-charge automatic product setup, the auto product is not adding.

Dispatch Truck Demand Graph

Fix planning graph line disappearing after viewing the planning screen.

Fix so that each demand graph independently determines the maximum height required.

Fix the planning screen so that changes are cancelled when you click the Cancel button.

Fix color of plant capacity and loads lines at the boundary between past and present (previously was off by one time slot.)

Fix to only drilldown when either the trucks required and/or will-call bar is clicked.

File Maintenance

When attempting to add a new item and the user does not have security permission to do that, the form will now close if it was called from another Keystone option (example: Dispatch Schedule, Quick Order, attempt to add new customer.)

Build 3.1.6 - 2/24/2017

Enhancements

A/R Aged Trial Balance Export
A/R Aged Trial Balance Report
A/R Aggregate Costs Report
A/R Apply Service Charges
A/R Cash Posting Register
A/R Comparative Customer Sales Report
A/R Customer Invoice History Report
A/R Customer Sales by Product Report
A/R Customer Sales History Report
A/R Customer Sales Report
A/R Daily Plant Sales Report
A/R Discounts Offered Report
A/R Driver Productivity Report
A/R Invoice Register
A/R Invoiced Tickets List
A/R Job Profit Report
A/R MTD Cash Posting Register
A/R MTD Invoice Register
A/R Pre-Billing Audit List
A/R Print Invoices
A/R Print Statements
A/R Product Sales by Customer Report
A/R Product Sales History Report
A/R Product Sales Report
A/R Profit Alert Report
A/R Reprint Invoices
A/R Sales Costs Report
A/R Summary Sales Report
A/R Ticket Activity Report
A/R Trucking Commissions Report

Support locking to specific division by user (contact support if you need this feature.)

A/R Automatic Product Maintenance

Automatic products may now be triggered based on month of year.

A/R Cash Posting

Performance improvement when posting Open Credit for customer with large number of jobs.

A/R Pre-Billing Audit List
A/R Print Invoices
A/R Profit Alert Report
A/R Ticket Activity Report

Support "Customers by Division" system option (contact support if you need this feature.)

A/R Print Invoices

Apply division G/L mask to product Sales G/L accounts if separating A/R by division and assigning customers to divisions.

Dispatch Truck Demand Graph

Add "Production (Lds)" graph. See Dispatch Truck Demand Graph for more information.

Payroll Workers Compensation Report

Added basis calculation (pay reduced by a factor for overtime.)

Corrections

A/R Automatic Product Maintenance

Fix so duplicate entries can be deleted/updated.

A/R Print Invoices

Preserve Job Class if present on ticket, otherwise use Job Class from job.

Dispatch Schedule

If you attempt to edit an order after clicking "Quick Order" and cancelling out, you would get a message "You must enter an Order Id."

Fix potential EAccessViolation exception when processing orders and loads.

Dispatch Ticket Printing
Ticketing Ticket Printing

Fix plant number truncating to first two characters on the Printer Setup dialog.

System Menu

When logging in and adding a space after your login name, the system was not applying any of your specific system options.

Keystone PDF Viewer

Fix so PDF files saved in a folder containing spaces will open properly.

General

Fix lookup drop-downs so that the value can be cleared by selecting the entire field and pressing the BACKSPACE key (broken in 3.1.3.)

Fix string field comparisons to NULL to also compare to empty string.

Build 3.1.5 - 2/10/2017

Enhancements

A/R Open Ticket Stack

Add "Driver" as an optional grid field.

Dispatch Order Maintenance

Add fields to the Advanced Copy dialog: Customer PO, Job Lot, Job Block, GPS and Slump.

A/P Invoice Vouchering

Apply division G/L mask to default vendor expense G/L account for current batch division.

Add system option to restrict G/L account lookups to current batch division (contact support if you need this feature.)

Payroll Tax Library

Updated to 2017-R3 version (CO, IN, ND states updated.)

KSheets

Add ability to print the spreadsheet.

PDF Viewer

Add ability to rotate the view and print the PDF document.

Build 3.1.4 - 2/7/2017

Corrections

Dispatch Beginning of Day

Fix so warning about running more than once per day is displayed.

Fix once per day warning dialog so when closed by clicking the "X" it doesn't process.

Dispatch Schedule

Fix Access Violation exceptions relating to loading of plant colors in the truck grids.

Fix "Assign to New Plant" truck option so it works consistently based on where the trucks appear on the schedule.

Reports

Fix lookup drop-downs so auto-completion works once again (broken in 3.1.3.)

Build 3.1.3 - 2/6/2017

Enhancements

Dispatch Order Maintenance

F4 Advanced Search: remove calendar, Customer/Job/Product now case-insensitive partial text searches, display count of results beneath results grid.

P.O. Receipt Maintenance

Performance improvement when saving P.O. receipts.

Corrections

A/R Open Ticket Stack

Fix Job Id and Prod Id drop-downs not working (introduced in 3.1.2.)

A/R Ticket Maintenance

Fix Tax Code drop-down not working (introduced in 3.1.2.)

P.O. Receipt Maintenance

Fix exception "EDatabaseError: Record not found or changed by another user" when a P.O. receipt containing a product that has more than one Vendor SKU for the current vendor is saved.

Calculate Payroll

Remove "Trace Operations" checkbox.

Reports

Gray out "End Value" selection criteria column when appropriate.

General

Fixed issue with lookup drop-downs where the current field value was not being highlighted when the list was dropped down.

Fix "delay load" drop-down lookups not working (introduced in 3.1.2.)

Build 3.1.2 - 2/1/2017

Enhancements

A/R Email Statements

The Date/Time of the last successful email will now be shown in the Status column.

A/R Plant Maintenance

The BACKSPACE key may now be used to clear the Plant Mix Type field.

A/R Prepare Remote Ticketing Data

Add the Forms table to the exported database.

A/R Product Class Maintenance

The BACKSPACE key may now be used to clear the Auto Qty, Product Type and Ingredient Type fields.

A/R Product Maintenance

The BACKSPACE key may now be used to clear the Ingredient Type field.

A/R Truck Class List
A/R Truck Class Maintenance

Add "Misc" and "Pump" truck types.

A/R Truck Class Maintenance

The BACKSPACE key may now be used to clear the Truck Type field.

Dispatch Beginning of Day
Ticketing Beginning of Day

Add new system option to control whether the Forms table is preserved at the remote site or copied from the office.

Dispatch Order Maintenance

The BACKSPACE key may now be used to clear the Plant Mix Type field.

C/M Bank Account Maintenance

The BACKSPACE key may now be used to clear the Account Type and Direct Deposit Account Type fields.

G/L Account Maintenance

The BACKSPACE key may now be used to clear the Account Class field.

Payroll Employee Maintenance

The BACKSPACE key may now be used to clear the Ethnic Code and ACA Dependent Type fields.

Keystone REST Server

Add configuration option to specify alternate company ID.

Corrections

A/R Cash Posting

When posting an Open Credit, the Division drop-down list was empty.

A/R Cash Posting
A/R Inquiry
A/R Open Ticket Stack
A/R Ticket Maintenance
Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Ticket Printing

Fix so drop-down arrow once again allows you to select items in drop-down lists without first opening up the drop-down list.

A/R MTD Cash Receipts Register

Fix missing customer information/subtotal when using the Posting Date/Customer Id sequence option (broken in 3.0.8.)

A/R Print Invoices

Fix error information for A/R and Cash G/L Account missing errors.

Add validation check to abort the run if Accts Rec G/L account is blank.

Dispatch Schedule
Dispatch Ticket Maintenance
Dispatch Ticket Printing
Ticketing Ticket Maintenance
Ticketing Ticket Printing
Ticketing Weigh Truck

Fix to disallow adding an existing truck categorized as Dispatch/Ticketing on-the-fly within Dispatch and Ticketing.

Fix caching issue where if a truck was added it would not refresh the Dispatch/Ticketing truck lookup.

A/P Print Checks

Fix "check only" forms to support more than one per page (introduced in 3.0.10.)

A/P Void Check
A/P Void Invoice

Fix Access Violation exception when voiding with the G/L Transactions Audit Trail Option checked.

Payroll W-2 E-File Export

Fix for Louisianna (undocumented 2016 change to 'RS' record.)

Payroll W-2 Setup Maintenance

Fix name of option on menu (previously was "Setup Maintenance.")

General

Fix F1 online help.

Revert change made in 3.0.9 that caused the DEL key to delete the entire contents of any lookup drop-down field.

Build 3.1.1 - 1/16/2017

Corrections

A/P ACH Export
Payroll ACH Export
Re-Export A/P ACH
Re-Export Payroll ACH

Fix issue where ACH files beginning with a security record were being rejected (introduced in Keystone 3.0.)

Build 3.1 - 1/13/2017

New Feature

Web Portal Export/Filing

This new submenu on the Payroll menu allows filing your Federal and State W-2 forms as well as ACA (1094-C, 1095-B and 1095-C) forms through a third-party provider for a modest fee per employee. Keystone generates the appropriate files to be uploaded to our web portal. The provider takes care of printing, mailing, emailing (optional) and electronically filing with the appropriate tax agencies. See this web page for more information: http://keystonehelp.compucrete.com/W-2_Filing_Web_Service

Enhancements

Payroll 1095-C E-File Export

This option has been removed from the Payroll Year End menu. It has been replaced with the new ACA 1094/1095 Export option on the Payroll Web Portal Export/Filing menu.

Payroll Tax Library

Updated to 2017-R2 version (ME, MO, OK, OR, RI, VT updated.)

Corrections

A/R Open Ticket Stack

Fix issue with screen freezing when navigating the tickets (delay loading job, product and truck lookups, improved job lookup query by a factor of 100.)

Dispatch Schedule

Fix "Clocked In Trucks" count when filtering out truck plant groups.

Payroll Employee Maintenance

Reset focus to Employee Info tab when employee is accepted or cancelled.

Payroll Setup Company

Fix to refresh category/definition lookups when categories/definitions are added.

System Backup/Restore

Fix screen issue: border of bottom group box is cut off.

System Menu

Fix part of login screen cut off when using Windows "Large Fonts" option in Windows 7 or 8.

General

Fix F4 search to return the item selected when more than one item has the same name/description.