Difference between revisions of "New Keystone Releases"

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<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 4.0.4 - 11/20/2021==
+
==Build 4.5.6 - 4/3/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
Ticket Maintenance
−
:When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
+
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
Ticket Maintenance
−
:When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
+
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Customer Info Export
+
A/R Inquiry<BR>
−
:'''Translate PO Required field to Y/N on export.'''
+
Cash Posting
 +
:Fix to use selected invoice/statement form when printing invoice/statement (introduced in 4.5.5.)
  
 
Customer Maintenance
 
Customer Maintenance
−
:'''The PO Required and Zone Required fields are now dropdown lists with three options: No, Ticketing, Office & Ticketing.'''
+
: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
 +
:Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)
  
−
Job Price Maintenance
+
Import Tickets
−
:'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
+
:'''Add ability to convert from one unit of measure to another during batch ticket import.'''
−
:When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
 
  
 
Product Maintenance
 
Product Maintenance
−
:Fix ARTPRTRX_KEY violation when copying a newly added product with a standard cost specified.
+
:'''Add new product types: Asphalt, Block.'''
 +
: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>
 
Ticket Maintenance
 
Ticket Maintenance
−
:'''Require Zone and Customer P.O. fields if the required options are set to "Office & Ticketing."'''
+
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 +
 
 +
===Accounts Payable Module===
  
−
Truck Class Maintenance
+
Print Checks
−
:'''Add vehicle weight and dimension fields (future use.)'''
+
:'''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.)'''
  
−
===Quote Module===
+
===General===
  
−
Prospect Maintenance
+
Form Reports
−
:'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
+
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''
  
−
Quote Maintenance
+
===Services===
−
:'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
 
−
When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
 
−
Fix issue where job site GPS coordinates were not copied to the order created when booking the job.
 
  
−
===Payroll Module===
+
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.
  
−
Tax Library
+
Keystone REST Server (KServer)
−
:'''Updated to 2021-R12 version (2022 changes for FICA, GA, NE, OK, SC, WI.)'''
+
: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.'''
  
−
===General===
+
==Build 4.5.5 - 3/14/2024==
  
−
Company Database
+
===New Features===
−
:'''Upgraded to version 21.01 (eliminated internal view references.)'''
 
  
−
Device Maintenance
+
Dispatch Ticket Stack<BR>
−
:'''Add Device Priority field (future use.)'''
+
Ticketing Ticket Stack
 +
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
  
−
File Maintenance
+
Invoice/Statement Forms by Division
−
:Fix issue in master/detail maintenance options where if you selected "No" for the "Are you sure you want to delete this item" question, the detail items would still be deleted (introduced in 4.0.1.)
+
:'''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.'''
  
−
Generic Report
+
===Dispatch Module===
−
:Fix auto-width field calculation for totalled fields to accomodate the largest grand total value.
 
  
−
Keystone Map
+
Edit Ticket Times
−
:Changed method for storing order route information.
+
:'''Add "Site Mins" optional grid column.'''
  
−
===Services===
+
Export Tickets to Accounting
 +
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)
  
−
Application Server
+
Order Maintenance<BR>
−
:Remove several database view references.
+
Print Orders
−
:Changed method for storing order route information.
+
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
−
:Eliminate one memory creep issue.
 
  
−
Device Aggregator
+
Order Maintenance<BR>
−
:Eliminate slow memory creep issue.
+
Ticket Maintenance<BR>
−
:Fix issue when checking for a terminated thread while idling.
+
Ticket Printing
−
:Prevent server lockup when several incoming messages are queued for processing.
+
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
−
:Several slight performance improvements.
 
−
:Fix endless loop when KServer connects a second time before the first connection has disconnected.
 
  
−
Device Server
+
Order Maintenance
−
:Eliminate slow memory creep issue.
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
  
−
Keystone REST Server (KServer)
+
Schedule
−
:Remove several database view references.
+
:'''Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.'''
−
:Improve reliability of device aggregator interface.
+
:'''Add ability to go to previous day using the '-' key and the next day using the '+' key.'''
−
:Include original uncompressed file size in blob metadata for cloud backup.
+
:'''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.)'''
−
:Increase maximum allowed blob size for cloud backup.
+
:'''Add Qty Delivered/Qty Ordered next to Plant Number in "Plt" column on schedule grid.'''
−
:Changed method for storing order route information.
+
:'''Display order color description when hovering over the "Order" column.'''
−
:Windows Client Device API v2: Fix "loadautoreturn" endpoint to update the same Keystone data as the Application Server does when a truck returns to the plant in Dispatch.
+
: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.
 +
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
  
−
Web Server
+
Re-Print Tickets<BR>
−
:Remove database view reference.
+
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
==Build 4.0.3 - 11/2/2021==
+
Ticket Maintenance
 +
:Fix to use correct security section when called from Ticket Stack.
  
−
===General===
+
Ticket Printing
 +
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
 +
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
  
−
Form Reports
+
Ticket Stack
−
:Fix EAccessViolation exception when printing a CHAINed form.
+
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
  
−
===Services===
+
===Ticketing Module===
  
−
Device Aggregator
+
Order Maintenance<BR>
−
:Fix aggregator lockup issue (caused by Access Violation.)
+
Ticket Maintenance<BR>
−
:Fix "Out of Memory" and "Access Violation" exceptions when under heavy load.
+
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
==Build 4.0.2 - 10/29/2021==
+
Order Maintenance
 +
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
  
−
===Dispatch Module===
+
Order Stack
 +
: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.
 +
:Fix issue where you could get stuck in the Truck No. field on the stub screen after entering a non-existent truck.
 +
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
  
−
Keystone Map
+
Re-Print Tickets<BR>
−
:Fix "This page can't load Google Maps correctly" when displaying the map or route.
+
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
===Services===
+
Ticket Printing
 +
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
 +
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
  
−
Application Server
+
Ticket Stack
−
:Reverted 4.0 change which reduced maximum memory usage from 3GB to 2GB.
+
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
  
−
Device Aggregator
+
===Accounts Receivable Module===
−
:Add more diagnostic information to the log during TCPServerExecute processing.
 
  
−
==Build 4.0.1 - 10/25/2021==
+
Division Maintenance
 +
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
  
−
===Dispatch Module===
+
Driver Maintenance
 +
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''
  
−
Order Maintenance
+
Edit Open Ticket Times
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
+
:'''Add "Site Mins" optional grid column.'''
−
:Do not allow the "Ticket Bal" field to be changed.
 
  
−
===Ticketing Module===
+
Email Invoices
 +
:'''Add [DivisionName] tag to Setup page.'''
  
−
Order Maintenance
+
Import Tickets
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
+
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
  
−
===Accounts Receivable Module===
+
Job Price Maintenance
 +
:'''Track field change events for job Taxable and product Taxable fields.'''
  
−
A/R Inquiry
+
Open Ticket Stack<BR>
−
:Do not scale fonts on the History screen when resized.
+
Quick Ticket Entry<BR>
−
:'''Add splitter control to allow ticket history grid to be expanded.'''
+
Ticket Maintenance
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
Job Price Maintenance<BR>
+
Open Ticket Stack
−
Ticket Maintenance<BR>
+
:'''Add Ship To 2, 3 and 4 as well as Delv Inst 2, 3 and 4 as optional grid columns.'''
−
Zone Maintenance
+
:'''Add Job Class as an optional grid column.'''
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
 
  
−
Unit of Measure Maintenance
+
Print Invoices<BR>
−
:'''Add Batch U/M field.'''
+
Re-Print Invoices
 +
:'''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.'''
  
−
===Quote Module===
+
Print Statements
 +
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
  
−
Quote Maintenance
+
Re-Print Tickets
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Inquiry
+
1099 Audit List
−
:'''Allow the History form to be resized/maximized.'''
+
:Apply form minimum amounts to state override values.
−
:Do not scale the fonts on the History form when resized.
 
−
:'''Add splitter controls to allow payment and receipt history grids to be expanded.'''
 
  
−
===Purchase Order Module===
+
===General Ledger Module===
  
−
P.O. Receipt Maintenance
+
Account List
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
+
:'''Add Division No. field to detail report (if appropriate.)'''
 +
 
 +
Trial Balance by Month
 +
:'''Add "Print Commas in Amounts" user option.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Timecard Maintenance
+
ACA 1094/1095 Export
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
+
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
 +
 
 +
Tax Library
 +
:'''Updated to version 2024-R4 (MT state.)'''
  
 
===General===
 
===General===
−
 
−
Form Reports
 
−
:Properly establish form settings (such as Detail section height) when the form is changed during the run.
 
−
 
−
Setup
 
−
:Fix so new "cog" icon is used when updating existing Keystone installations.
 
  
 
System Menu
 
System Menu
−
:Do not delete the local cache folders at startup.
+
:'''Add File Maintenance and File Lists submenus to Ticketing menu.'''
 +
:'''Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.'''
 +
:'''Add Truck, Driver, Plant and Zone maintenance to Ticketing File Maintenance submenu.'''
 +
:'''Add Truck, Driver, Plant and Zone file lists to Ticketing File Lists submenu.'''
 +
:'''Modify "Add Company" option on System Maintenance->Companies submenu to add "Business Id" field.'''
 +
:'''Add "Edit Company" option to System Maintenance->Companies submenu.'''
  
 
Windows Client
 
Windows Client
−
:When Base-64 encoding do not insert CR/LF every 76 characters.
+
:When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
:'''When an active load status is received from a device for a truck that is not currently on an active load, change the status to Travel.'''
+
: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.
−
:'''When a truck is currently on an active load and the status received from a device is earlier than the current status, change the status to Travel.'''
 
−
:'''When upgrading the database version, keep track of the last successfully run SQL statement within the script. In case of a restart, begin the script at the next SQL statement after the last successfully run statement within the script.'''
 
  
 
Device Server
 
Device Server
−
:Further changes to PennDOT E-Ticket interface (in progress.)
+
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
−
:When sending order route to Keystone Online, fix incorrect JSON string encoding for the route data.
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:When Base-64 encoding do not insert CR/LF every 76 characters.
+
:'''Add ability to specify a log condition and messages at the field level.'''
 +
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''
  
−
==Build 4.0 - 10/14/2021==
+
==Build 4.5.4 - 2/9/2024==
  
−
===New Features===
+
===Accounts Receivable Module===
  
−
Keystone Map
+
Import Tickets
−
:We have developed a completely new map option which will (optionally) allow fastest/shortest routing using HERE truck routing in place of Google Maps routing. This new map requires Microsoft's Edge Chromium browser. Please contact your IT department or GivenHansco support for assistance.
+
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
  
−
Generic Reports w/Export
+
===General===
−
:As of this version we have moved over 35 Keystone reports to our new KServer-based generic report option. In addition to reducing the load on the Application Server, the generic report option provides Export capability to Excel, Text and HTML files (for most reports.)
 
  
−
PennDOT E-Tickets
+
Company Database
−
:Pennsylvania will be requiring concrete tickets for PA state jobs to be submitted to the new PennDOT E-Ticketing system. We are currently developing an interface for this and expect to deliver the completed interface by the end of 4Q 2021.
+
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
  
−
Parent Jobs
+
===Services===
−
:We have added the ability to establish "parent jobs" for pricing purposes. Previously if you had several jobs that shared the same pricing, you would have to enter the same pricing information in each of the jobs. Now you can enter the pricing information once in a parent job, and link the other jobs to the same parent job.
 
  
−
Automatic Cloud Backup
+
Device Server
−
:The automatic scheduled backup program now backs up to the cloud in addition to the local file.
+
:'''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.
  
−
Read-Only Data
+
Keystone REST Server (KServer)
−
:As of this version we have identified and moved over 35 data sources out of the Application Server and into KServer. This reduces the load on the Application Server and improves overall system stability.
+
: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===
 
===Dispatch Module===
  
−
Driver Time/Yardage Analysis Report
+
Beginning of Day
−
:Fix inaccuracy in totals due to unnecessary rounding during detail processing.
+
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add event when Customer PO field is changed.'''
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:'''Add event when Tax Authority field is changed.'''
 
−
:'''Add indicator to Price Source if the price is a pending price.'''
 
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:When copying an order, do not try to do base product translation for comment lines.
 
−
:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
 
−
:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
 
−
:'''Add ability to disable the "Advanced" copy button on the Copy Order dialog (contact support if you need this feature.)'''
 
−
:When the Print button is clicked, save any pending changes prior to printing.
 
−
:The Backspace key may now be used to clear the "Cement" drop-down.
 
−
 
 
−
Schedule
 
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:Fix issue where sometimes the truck would not clock in when using Find Truck and then the Clock In option.
 
−
:Fix "ERESTException: HTTP/1.1 500 Internal Server Error" when clicking the Edit button while shipping a load.
 
−
:'''Add "Will-Call Order" button to order right-click popup menu.'''
 
−
:'''Add "Show Map" button to order right-click popup menu.'''
 
−
:Reload document list when user right-clicks on a truck/ticket.
 
−
:Disable "View Doc" button if there are no documents available for the ticket.
 
−
:Reload document grid when user selects "Edit Ticket" from the right-click truck status menu.
 
−
:Schedule totals now display correctly when there are shipped loads scheduled for a different day.
 
−
:No longer allows "Mark Order as Complete" function when no loads have been shipped on the order.
 
−
 
 
−
Ticket Maintenance
 
−
:'''Add "Ticket Notes" tab.'''
 
−
:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
 
  
−
Ticket Printing
+
Print Orders
−
:When creating a ticket from an order, do not try to do base product translation for comment lines.
+
:'''Add ability to select order form from a list.'''
−
:'''Add option to allow the Customer ID to be changed for an existing ticket (contact support if you need this feature.)'''
 
−
:On the ticket stub screen, do not show the Mix On Board product if the Qty On Board is zero.
 
−
:'''Add "Ticket Notes" tab.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add indicator to Price Source if the price is a pending price.'''
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
 
−
:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
 
−
:When the Print button is clicked, save any pending changes prior to printing.
 
  
−
Order Stack
+
Print Orders
−
:'''Significantly improved start-up time.'''
+
:'''Add ability to select order form from a list.'''
−
:'''Now defaults to showing the last month's worth of orders.'''
 
−
:'''Add "Order Lookback Date" to Refresh Options screen to control visibility of old orders.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:'''Save "Show Delivery Instructions" option from run to run.'''
 
  
−
Ticket Maintenance
+
===Accounts Receivable Module===
−
:'''Add "Ticket Notes" tab.'''
 
−
:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
 
  
−
Ticket Printing
+
Plant Maintenance
−
:When creating a ticket from an order, do not try to do base product translation for comment lines.
+
:Prevent user from entering a "Last Tkt #" more than 7 digits.
−
:'''Add "Ticket Notes" tab.'''
 
  
−
===Accounts Receivable Module===
+
Quick Ticket Entry
 +
:'''Added Ticket Date as an optional grid column.'''
  
−
A/R Inquiry
+
===Accounts Payable Module===
−
:'''Add "Session No" as an optional field on the invoice grid.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
A/R Inquiry<BR>
+
Invoice Vouchering
−
Cash Posting
+
: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.
−
:'''Add "Order Id" and "Ship To 1" as optional columns on the main invoice grid.'''
 
−
:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main invoice grid.'''
 
−
:'''Add "PP Status", "PP Status Date", "PP Batch Id", "PP Merch Id", "PP Ref No" and "PP Auth Code" as optional columns on the main invoice grid.'''
 
−
:'''Add "Price Source" column to ticket history grid.'''
 
  
−
Aged Trial Balance
+
===Payroll Module===
−
:'''Print plant/division subtotals when printing Control Total and plant/division subtotals boxes checked.'''
 
  
−
Automatic Products
+
Certified Payroll Report
−
:Fix issue where a "not range" (ex: ~01-09) automatic product was not being processed correctly (introduced in 3.6.)
+
: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.
  
−
Cash Posting
+
Tax Library
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
+
:'''Updated to version 2024-R2 (MD, ND states.)'''
  
−
Cash Posting Register<BR>
+
===General===
−
MTD Cash Posting Register
 
−
:'''On the Bank Deposit add customer portal payment totals (Portal CC and Portal ACH.)'''
 
−
:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main report and the Bank Deposit report.'''
 
−
:'''Add "PP Ref No" column to the main report and the Bank Deposit report.'''
 
  
−
Customer Maintenance
+
Form Reports
−
:'''Add "Tax Exempt Exp Date" field.'''
+
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
−
:'''Add "Web CCPay" checkbox to Contacts grid.'''
 
−
:'''Disable "Web Invoices" and "Web CCPay" checkboxes if there is no default PP Cash G/L account specified.'''
 
−
:No longer allows a customer with orders to be deleted.
 
  
−
Default G/L Accounts
+
===Services===
−
:'''Add "PP Cash" default G/L account.'''
 
  
−
Division Maintenance
+
Application Server
−
:'''Add "A/R PP Cash" default G/L account.'''
+
: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.
  
−
Edit Open Ticket Times
+
==Build 4.5.2 - 1/3/2024==
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Email Invoices
+
===Payroll Module===
−
:Fix recent invoice sessions not showing in Session dropdown list.
 
  
−
Email Invoices<BR>
+
Tax Library
−
Email Orders<BR>
+
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
−
Email Statements
 
−
:Change caption on OK button to "Send".
 
  
−
Handwritten Invoice Entry
+
==Build 4.5.1 - 12/27/2023==
−
:'''Add "Ticket Notes" tab.'''
 
  
−
Import Tickets<BR>
+
===Dispatch Module===
−
Open Ticket Stack<BR>
 
−
Pre-Billing Audit List<BR>
 
−
Price Exception Report<BR>
 
−
Print Invoices<BR>
 
−
Quick Ticket Entry<BR>
 
−
Ticket Batch List<BR>
 
−
Ticket Maintenance<BR>
 
−
Void Invoice
 
−
:'''Add indicator to Price Source if the price is a pending price.'''
 
  
−
Invoice Job Corrections
+
Beginning of Day
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
  
−
Job Price Maintenance
+
===Ticketing Module===
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:Fix issue where customer contacts are deleted from the job's customer when the job is deleted.
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
−
:'''Add "Parent Job" button to establish parent job relationship.'''
 
  
−
Open Ticket Stack
+
Beginning of Day
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
−
:Fix EAccessViolation exception when attempting to print a ticket from the edit ticket window.
 
−
:When repricing tickets, only replace the Customer P.O. on the ticket if the job has a Customer P.O. specified.
 
  
−
Plant Maintenance
+
===Accounts Receivable Module===
−
:'''Add "PP Cash" default G/L account.'''
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Product Class List
+
Product Maintenance
−
:'''Product Class selection is now a checklist.'''
+
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
 +
:'''Add ingredient subtype for admixture ingredients: CO2.'''
  
−
Product Maintenance
+
Ticket Ingredient Export
−
:'''Add "SubType" (ingredient subtype) field to product maintenance screen.'''
+
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Product Sales by Customer Report
+
===Payroll Module===
−
:Widen Qty and Amount columns to accomodate larger totals.
 
  
−
Quick Ticket Entry
+
Tax Library
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
+
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
  
−
Re-Print Tickets
+
===General===
−
:Fix report sequence not working.
 
  
−
Setup Pending Prices
+
Generic Reports
−
:Change "Apply" button caption to "Post".
+
:When calculating the report width take the total width of grouped fields into account.
−
:'''Added hints to Post and Clear buttons.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Summary Sales Report
+
===Services===
−
:'''Product Class selection is now a checklist.'''
 
  
−
Ticket History Inquiry
+
Keystone REST Server (KServer)
−
:'''Add "Ticket Notes" tab.'''
+
:'''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.'''
  
−
Ticket Maintenance
+
==Build 4.5 - 12/15/2023==
−
:Change field order on Payment tab to match field order in Cash Posting.
 
−
:Never mark a new ticket as "Priced".
 
−
:'''Display warning when attempting to reprice a priced ticket.'''
 
−
:'''Add ability to change the Customer ID for an existing ticket.'''
 
−
:'''Add "Ticket Notes" tab.'''
 
  
−
Unit of Measure Maintenance
+
===Year End===
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Void Invoice
+
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
−
:'''Performance improvement when loading the invoice list.'''
 
  
−
===Quote Module===
+
===Dispatch Module===
  
−
Quote Maintenance
+
Order Maintenance
−
:'''When booking/rebooking a job and selecting the "Create Order from Quote" option, the appropriate Order Maintenance (Dispatch/Ticketing) will be launched with the order just created.'''
+
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:Fix issue where customer contacts are deleted from the quote's customer when the quote is deleted.
 
−
:Fix issue where prospect contacts are deleted from the quote's prospect when the quote is deleted.
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Inquiry
+
1099 Audit List<BR>
−
:'''Add "Session No" as an optional field on the invoice grid.'''
+
1099 Class Maintenance<BR>
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
+
Federal & State 1099 Export
−
 
+
:'''Add support for 1099-DIV form.'''
−
Aged Trial Balance
 
−
:Fix exception "EDatabaseError cdsReport: Field 'SEQUENCE_CODE' not found" when using the "Sequence" report sequence option (introduced in 3.6.29.2.)
 
−
 
 
−
Cash Flow Analysis
 
−
:'''Vendor Class and Division selection are now checklists.'''
 
−
 
 
−
Invoice Vouchering
 
−
:When checking for duplicate invoices, ignore invoices in A/P recurring batch templates.
 
−
:'''Add security option to control whether duplicate invoice numbers can be posted.'''
 
−
:Only show P.O. numbers in the P.O. dropdown that have unlinked P.O. receipts.
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:Will now ask to save changes when using the X to close the window if you have fully distributed the current invoice.
 
−
:Prevent changes to the batch after posting and clicking the Cancel button the printer dialog.
 
−
 
 
−
Invoices for Payment List
 
−
:'''Vendor Class and Division selection are now checklists.'''
 
−
 
 
−
MTD Check Register
 
−
:Fix issue where only uncleared checks were shown on the report.
 
−
 
 
−
Select Invoices for Payment
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
 
 
−
Vendor Maintenance
 
−
:'''Add Warning tab which will pop-up when the vendor is selected during Invoice Vouchering.'''
 
−
 
 
−
Void Check
 
−
:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
 
−
 
 
−
Void Invoice
 
−
:'''Performance improvement when loading the invoice list.'''
 
−
:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
 
−
 
 
−
===Cash Management Module===
 
−
 
 
−
Bank Account List
 
−
:Fix exception when selecting on Bank Name.
 
−
 
 
−
Cash Flow Summary Report
 
−
:Include void and reversal transactions.
 
−
:'''Indicate whether total amounts include void/reversal transactions.'''
 
−
:'''Add C/M account segment selection.'''
 
−
:'''Add "Source Trx" summarization option (detail.)'''
 
−
 
 
−
Statement Reconciliation
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
 
 
−
===General Ledger Module===
 
  
−
Account Maintenance
+
1099 Audit List
−
:'''Add system option to require NRMCA Group to be entered for new G/L accounts.'''
+
:Print form box numbers on the report instead of the internal box number value.
 +
:'''Print form box description on the report.'''
  
−
Detail Inquiry
+
1099 Class Maintenance
−
:Fix Credit Amt total calculating incorrectly on the Transaction History popup grid.
+
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
  
−
Journal Entry
+
Federal & State 1099 Export
−
:Fix issue where batch could be posted that was out of balance.
+
:'''Add F4 search capability to Vendor Id selection criteria.'''
  
 
===Payroll Module===
 
===Payroll Module===
−
 
−
Email Direct Deposit Stubs
 
−
:Change caption on OK button to "Send".
 
−
:Eliminate blank page at end of check stub.
 
−
 
−
Print Direct Deposit Stubs<BR>
 
−
Print Paychecks
 
−
:Eliminate blank page at end of check run.
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to 2021-R11 version (ID, KS, NY states.)'''
+
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
  
−
===General===
+
===Services===
  
−
Batch Maintenance
+
Keystone REST Server (KServer)
−
:After posting a batch, the "Print another batch report?" dialog the button captions have been changed to "Reprint" and "Close" (the X button is treated as "Close".)
+
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
 +
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
  
−
Company Database
+
----
−
:'''Significantly improve performance of Stonemont QC batch result list query.'''
 
−
 
 
−
Generic Report
 
−
:When exporting use field names instead of field labels.
 
−
 
 
−
Keystone Map
 
−
:'''New version which (optionally) supports HERE routing (fastest/shortest) and geocoding.'''
 
−
:'''Allow manual dragging of route segments on the Route tab.'''
 
−
:'''Add "Undo" button on Route tab to un-do the last manual route change.'''
 
−
:'''Add "Show Traffic" checkbox on Route tab to show traffic data.'''
 
−
:'''Show start and end addresses on the directions portion of the Route tab.'''
 
−
:'''When calculating a route, use truck vehicle parameters received from the caller.'''
 
−
 
 
−
Reports
 
−
:'''Performance improvement: Generate report intermediate output to memory stream instead of disk file.'''
 
−
 
 
−
System Backup Utility
 
−
:'''When run as a Windows task the default is now to backup to the client and the cloud.'''
 
−
 
 
−
System Menu
 
−
:Retry in case of error when downloading web update.
 
  
−
Windows Client
+
[[Release Notes for Keystone 4.4.x]]
−
:'''Add support for Windows 11.'''
 
−
:'''Add support for Windows Server 2022.'''
 
−
:Fixed issue where client-side cache would not be updated properly after restarting KServer.
 
−
:Eliminate unnecessary refreshing of sales tax rates.
 
−
:Eliminate unnecessary KServer calls when refreshing/closing certain datasets.
 
−
:Fix "XltBaseProduct" method to ignore blank product ID.
 
−
:'''Store local cache files in a common folder instead of a user-specific folder (this should improve performance and resource usage on terminal servers.)'''
 
−
:When loading default or user's custom grid layout, scale the grid columns based on the current form dimensions to avoid "scrunched up" columns if the form is maximized.
 
−
:At startup apply field security options to ALL grid tabs, not just the active tab as previously.
 
−
:Fix error "Exception EFCreateError: Cannot create file "". The filename, directory name, or volume label syntax is incorrect" at startup (Remote Desktop users only.)
 
  
−
===Services===
+
[[Release Notes for Keystone 4.3.x]]
  
−
Application Server
+
[[Release Notes for Keystone 4.2.x]]
−
:'''When an order route is added or updated send an order route notification through KServer.'''
 
−
:When validating batch weights, use DRIVER_ID instead of DRIVER_NAME to validate the driver.
 
−
:'''When validating batch weight ingredients populate the new VAL_INGREDIENT_SUBTYPE field.'''
 
−
:Fix issue where editing a Dispatch ticket did not update the Load Size in the projected loads table.
 
−
:'''When validating batch weights, validate the ingredient type, ingredient U/M and driver code.'''
 
−
:Reverted to 2GB memory limit which should improve reliability.
 
  
−
Device Aggregator
+
[[Release Notes for Keystone 4.1.x]]
−
:When processing batch weights, truncate fields that are too long to avoid generating string overflow exceptions.
 
−
:Log unhandled exceptions only once.
 
−
:'''Send Ingredient SubType to batch weight notification devices.'''
 
−
:'''When processing batch results, bring in Total Water fields (Keystone Batch only.)'''
 
−
:'''When preparing batch results to be sent to Batch Weights notification devices, include validated ingredient type and U/M data as well as DOT-specific U/M data.'''
 
  
−
Device Server
+
[[Release Notes for Keystone 4.0.x]]
−
:'''Add Order Route Notification device for Keystone Online.'''
 
−
:'''Use Ingredient Subtype to separate admixtures into the desired categories (PennDOT e-ticket.)'''
 
−
:Eliminate unnecessary log error message when sending dispatch events to Keystone Online.
 
−
:'''For batch controls, add support for Total Water fields (Keystone Batch only.)'''
 
−
:'''Consolidated Event/Notify device types into single Notification device type.'''
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:Retry in case of error when sending and receiving cloud data.
 
−
:'''Add ability to send updated order route information to Keystone Online when an order route is added or updated.'''
 
−
:Fixed issue where client-side cache would not be updated properly after restarting KServer.
 
−
:Eliminate unnecessary client-side local caches.
 
−
:Fix issue with server cache version less than client-side local cache version.
 
−
:'''Add support for absolute/relative redirect URI.'''
 
−
:'''Group Keystone session numbers by Session Id once per day.'''
 
−
:'''Send MD5 content hash when writing cloud backup data to enable cloud service validation.'''
 
−
:'''Added request/response log information related to local caching.'''
 
−
:Fix task manager RunTask method to delay starting the background task until it has been properly initialized (notifications of new dispatch tickets were not being sent to tablets.)
 
−
:'''Add handling for URL parameters that are separately URL encoded.'''
 
−
:'''Support different document paths based on Company ID when storing e-tickets.'''
 
−
:Improve reliability of cloud backups.
 
−
:Improve handling of date/time string parameters.
 
−
:'''Consolidated Event/Notify device types into single Notification device type.'''
 
−
:'''Backoffice API: Add "PP Cash G/L" account handling to CustomerPayment endpoint.'''
 
−
:'''Customer Portal API: Support credit card payments for one or more Keystone invoices (including discount handling.)'''
 
−
:Customer Portal API: CustomerInvoices will now properly include invoices with an empty Job Id.
 
−
:Dispatch API v2: CustomerInvoices will now properly include invoices with an empty Job Id.
 
−
:'''Driver API: Optimize "getdocfilename" query in notifyordercomplete endpoint.'''
 
−
:Driver API: Fix ticketproducts query in truckticketinfo endpoint to calculate the Qty Delivered based on previous tickets instead of using the original order Qty Delivered at the time of ticketing (show correct Order Qty Delv on e-tickets for edited tickets.)
 
−
:'''FX API: Significant performance improvement for "kpi" and "kpibymo" endpoints: optimize kpislslyr, kpisysytd, kpisysmtd, kpitck, kpiptk and kpiday queries.'''
 
−
:'''FX API: Add "trucksinstatus" endpoint.'''
 
−
:FX API: Fix "trucksbystatus" query to include only loads for the specified time period.
 
−
:'''Keystone Online Customer Portal API: Add "PP Cash G/L" account handling to CustomerPayments endpoint.'''
 
−
:'''Keystone Online Reports API: New API to support reports for Keystone Online.'''
 
−
:Stonemont QC API: Adjust redirect URIs to be relative.
 
−
:Version API: Fix time zone issue with server statistics.
 
−
:'''Windows Client A/P API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/P Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:Windows Client A/P Report API: Fix "APAgedTrialBalance" query to include vendor Sequence Code field.
 
−
:'''Windows Client A/R API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/R API: Improve performance of quoted job lookup lists.'''
 
−
:'''Windows Client A/R API: Improve performance of XltBaseProduct endpoint.'''
 
−
:'''Windows Client A/R Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/R Lookup API: Add Product Ingredient Subtype lookup endpoint.'''
 
−
:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to handle product codes containing slashes.
 
−
:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to use the correct company when querying products.
 
−
:'''Windows Client Device API v2: Add "trxsync" endpoint that is run at startup and once an hour.'''
 
−
:'''Windows Client Dispatch Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:Windows Client System Database API: Fix "logupdate" endpoint to apply proper base-64 decoding to update memo field.
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 3.6.x]]
 
[[Release Notes for Keystone 3.6.x]]

Latest revision as of 18:53, 3 April 2024


NOTE: Items in bold type are NEW features.

Build 4.5.6 - 4/3/2024

Dispatch Module

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
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

Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)

Import Tickets

Add ability to convert from one unit of measure to another during batch ticket import.

Product Maintenance

Add new product types: Asphalt, Block.
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
Ticket Maintenance

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
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

Edit Ticket Times

Add "Site Mins" optional grid column.

Export Tickets to Accounting

Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)

Order Maintenance
Print Orders

Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.

Order Maintenance
Ticket Maintenance
Ticket Printing

Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.

Order Maintenance

Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.

Schedule

Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.
Add ability to go to previous day using the '-' key and the next day using the '+' key.
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.)
Add Qty Delivered/Qty Ordered next to Plant Number in "Plt" column on schedule grid.
Display order color description when hovering over the "Order" column.
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.
Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.

Re-Print Tickets
Ticket Printing

Add ability to print Job Class, Job Class Description and Job Invoice Description fields.

Ticket Maintenance

Fix to use correct security section when called from Ticket Stack.

Ticket Printing

Display Driver Name below Driver Id when ticket stub screen is first displayed.
Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.

Ticket Stack

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
Ticket Maintenance
Ticket Printing

Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.

Order Maintenance

Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.

Order Stack

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.
Fix issue where you could get stuck in the Truck No. field on the stub screen after entering a non-existent truck.
Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.

Re-Print Tickets
Ticket Printing

Add ability to print Job Class, Job Class Description and Job Invoice Description fields.

Ticket Printing

Display Driver Name below Driver Id when ticket stub screen is first displayed.
Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.

Ticket Stack

New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)

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

Track field change events for job Taxable and product Taxable fields.

Open Ticket Stack
Quick Ticket Entry
Ticket Maintenance

Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.

Open Ticket Stack

Add Ship To 2, 3 and 4 as well as Delv Inst 2, 3 and 4 as optional grid columns.
Add Job Class as an optional grid column.

Print Invoices
Re-Print Invoices

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

Use appropriate form for the division (if specified) when A/R is separated by plant or division.

Re-Print Tickets

Add ability to print Job Class, Job Class Description and Job Invoice Description fields.

Accounts Payable Module

1099 Audit List

Apply form minimum amounts to state override values.

General Ledger Module

Account List

Add Division No. field to detail report (if appropriate.)

Trial Balance by Month

Add "Print Commas in Amounts" user option.

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

Updated to version 2024-R4 (MT state.)

General

System Menu

Add File Maintenance and File Lists submenus to Ticketing menu.
Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.
Add Truck, Driver, Plant and Zone maintenance to Ticketing File Maintenance submenu.
Add Truck, Driver, Plant and Zone file lists to Ticketing File Lists submenu.
Modify "Add Company" option on System Maintenance->Companies submenu to add "Business Id" field.
Add "Edit Company" option to System Maintenance->Companies submenu.

Windows Client

When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."

Services

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.

Device Server

Add "order_phone" field to ticket data in Digital Fleet XML batch interface.

Keystone REST Server (KServer)

Add ability to specify a log condition and messages at the field level.
Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.

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

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
1099 Class Maintenance
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 4.3.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

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