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>
  
−
<p></p>
+
==Build 4.5.6 - 4/3/2024==
−
<p><b>IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.</b></p>
 
  
−
==Build 4.1.3 - 2/2/2022==
+
===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<BR>
 +
Cash Posting
 +
:Fix to use selected invoice/statement form when printing invoice/statement (introduced in 4.5.5.)
 +
 
 +
Customer Maintenance
 +
:Fix to use selected statement form when printing statement (introduced in 4.5.5.)
  
−
===Accounts Payable Module===
+
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.'''
  
−
Federal & State 1099 Export
+
Product Maintenance
−
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
+
:'''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.
  
−
===Payroll Module===
+
Ticket History Inquiry<BR>
 +
Ticket Maintenance
 +
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
−
Adjust Definition Balances
+
===Accounts Payable Module===
−
:'''Allow import for any definition.'''
 
−
:'''Allow import of transaction adjustment amount and factor values.'''
 
  
−
Tax Library
+
Print Checks
−
:'''Updated to 2022-R2a version (MS state.)'''
+
:'''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===
 
===General===
  
−
System Menu
+
Form Reports
−
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
+
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''
  
 
===Services===
 
===Services===
−
 
−
Application Server
 
−
:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
  
 
Device Aggregator
 
Device Aggregator
−
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
+
:Send Keystone Online Business Id (from Keystone company table) as part of device messages.
−
:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:When sending batch results to notification devices, do not send additional waters as ingredients.
 
  
 
Device Server
 
Device Server
−
:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
+
:'''Add dispatch event notification device for HaulHub Aggregate tickets.'''
−
:'''New layout for batch results when sending batch weights notification email.'''
+
:Keystone Online Batch Weight Notification: Send "BusinessId" field if specified in Keystone Company Maintenance.
−
:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
+
:Digital Fleet/Integra XML Batch Ticket: Fix UTC time to incorporate daylight savings time if appropriate for the date being converted.
−
:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
 
−
:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
 
−
:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
 
−
:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
 
−
:Eliminate memory leak on shutdown.
 
−
:Eliminate memory leak for status devices.
 
−
:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Fix Div() function to properly handle divide by zero.
+
: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 4.1.2 - 1/14/2022==
+
==Build 4.5.5 - 3/14/2024==
 +
 
 +
===New Features===
 +
 
 +
Dispatch Ticket Stack<BR>
 +
Ticketing Ticket Stack
 +
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
 +
 
 +
Invoice/Statement Forms by Division
 +
:'''If you separate your A/R invoices by plant or division, you can now specify an invoice and/or statement form for each division. When printing invoices/statements, the system will automatically switch to the appropriate form for the current division. This eliminates the past requirement to run invoices/statements for each division separately.'''
  
 
===Dispatch Module===
 
===Dispatch Module===
 +
 +
Edit Ticket Times
 +
:'''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<BR>
 +
Print Orders
 +
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
 +
 +
Order Maintenance<BR>
 +
Ticket Maintenance<BR>
 +
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<BR>
 +
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<BR>
 +
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
+
 
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
+
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.
  
−
System Map
+
Re-Print Tickets<BR>
−
:Fix issue where map would not start for some customers.
+
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===
 
===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
 
Email Invoices
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
+
:'''Add [DivisionName] tag to Setup page.'''
  
−
Plant Maintenance
+
Import Tickets
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
+
:'''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<BR>
 +
Quick Ticket Entry<BR>
 +
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<BR>
 +
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.'''
  
−
Setup Pending Prices
+
Print Statements
−
:Greatly improved performance when calculating price changes.
+
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
−
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
 
−
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
 
  
−
Void Invoice
+
Re-Print Tickets
−
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
−
:'''Reset the Ticket Option to Open after each Void process.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Print 1099 Forms
+
1099 Audit List
−
:Fixed 1099-NEC form starting line for second and third forms.
+
:Apply form minimum amounts to state override values.
−
:Removed 2020 warning message.
 
  
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Import Transactions
+
Account List
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
+
:'''Add Division No. field to detail report (if appropriate.)'''
 +
 
 +
Trial Balance by Month
 +
:'''Add "Print Commas in Amounts" user option.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Print W-2 Forms<BR>
+
ACA 1094/1095 Export
−
Print W-3 Form
+
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
−
:Removed 2020 warning message.
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
+
:'''Updated to version 2024-R4 (MT state.)'''
  
−
===Quote Module===
+
===General===
  
−
Quote Maintenance
+
System Menu
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
+
:'''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===
 
===General===
  
−
Automatic Backup
+
Company Database
−
:By default the automatic backup will now prompt the user before doing the backup.
+
: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.
  
−
Setup
+
Keystone REST Server (KServer)
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
+
: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 4.1.1 - 1/7/2022==
+
==Build 4.5.3 - 1/19/2024==
  
 
===Dispatch Module===
 
===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
 
Print Orders
−
:'''Add ability to print Usage Description field on form.'''
+
:'''Add ability to select order form from a list.'''
  
−
Ticket Printing
+
===Ticketing Module===
−
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
+
 
−
:'''Add ability to print the Plant Phone Number on tickets.'''
+
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===
  
−
===Ticketing Module===
+
Plant Maintenance
 +
:Prevent user from entering a "Last Tkt #" more than 7 digits.
  
−
Ticket Printing
+
Quick Ticket Entry
−
:'''Add ability to print the Plant Phone Number on tickets.'''
+
:'''Added Ticket Date as an optional grid column.'''
  
−
===Quote Module===
+
===Accounts Payable Module===
  
−
Print Quotes
+
Invoice Vouchering
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
+
: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===
 
===Payroll Module===
  
−
Payroll Tax Library
+
Certified Payroll Report
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
+
: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.
  
−
Prepare Payroll
+
Tax Library
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
+
:'''Updated to version 2024-R2 (MD, ND states.)'''
  
 
===General===
 
===General===
  
−
Document Viewer
+
Form Reports
−
:Add handling for multi-page PDF documents.
+
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
 +
 
 +
===Services===
  
−
Keystone Map
+
Application Server
−
:Fix map startup issue (endless loop during map initialization.)
+
: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.
−
:Eliminate double plot of calculated route.
 
  
−
System Menu
+
==Build 4.5.2 - 1/3/2024==
−
:'''When user is deleted, ask to delete associated system options.'''
 
  
−
===Services===
+
===Payroll Module===
  
−
Application Server
+
Tax Library
−
:Do not send dispatch events to notification devices for a voided load.
+
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
  
−
Device Server
+
==Build 4.5.1 - 12/27/2023==
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
 
  
−
Keystone REST Server (KServer)
+
===Dispatch Module===
−
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
 
−
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
 
  
−
==Build 4.1 - 12/28/2021==
+
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.)
  
−
===Important Note===
+
===Ticketing Module===
  
−
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
+
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===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
Product Maintenance
−
:'''Add "Invoice Tkt Images" checkbox.'''
+
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
 +
:'''Add ingredient subtype for admixture ingredients: CO2.'''
  
−
Email Invoices<BR>
+
Ticket Ingredient Export
−
Print Invoices<BR>
+
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
−
Reprint Invoices
 
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
  
−
Job Price Maintenance
+
===Payroll Module===
−
:'''Add "Job Mix Year" to DOT tab.'''
 
  
−
Plant Maintenance
+
Tax Library
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
+
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
  
−
===Quote Module===
+
===General===
  
−
Quote Maintenance
+
Generic Reports
−
:'''Add "Job Mix Year" to DOT tab.'''
+
:When calculating the report width take the total width of grouped fields into account.
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
−
===Accounts Payable Module===
+
===Services===
  
−
1099 State Maintenance
+
Keystone REST Server (KServer)
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
+
:'''Add "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
−
 
+
:'''Datatables: Add datatables for CarbonCure ticket export.'''
−
Federal & State 1099 Export
+
:'''Windows Client A/R Reports API: Add endpoints "ARTicketIngredientExport" and "ARTicketIngredientList" to support CarbonCure ticket export.'''
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
+
==Build 4.5 - 12/15/2023==
−
Invoice Vouchering
 
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
===Year End===
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
−
:'''Add "1099 State" field to detail report.'''
 
  
−
Vendor Maintenance
+
===Dispatch Module===
−
:'''Add "1099 Amounts" tab.'''
 
−
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
 
  
−
Void Invoice
+
Order Maintenance
−
:'''Carry the 1099 State through when voiding the invoice.'''
+
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
  
−
Web Portal Export/Filing
+
===Accounts Payable Module===
−
:'''New submenu added to the A/P menu.''''
 
  
−
===Payroll Module===
+
1099 Audit List<BR>
 +
1099 Class Maintenance<BR>
 +
Federal & State 1099 Export
 +
:'''Add support for 1099-DIV form.'''
  
−
ACA 1094/1095 Export
+
1099 Audit List
−
:'''Updated for 2021.'''
+
:Print form box numbers on the report instead of the internal box number value.
 +
:'''Print form box description on the report.'''
  
−
Calculate Payroll
+
1099 Class Maintenance
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
+
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
  
−
Company Maintenance
+
Federal & State 1099 Export
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
+
:'''Add F4 search capability to Vendor Id selection criteria.'''
  
−
Employee Maintenance
+
===Payroll Module===
−
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
 
−
:'''ACA Plan Start Month is now required (as of 2020.)'''
 
  
−
Federal & State W-2 Export
+
Tax Library
−
:'''Updated for 2021.'''
+
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
  
−
Payroll Tax Library
+
===Services===
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
Keystone REST Server (KServer)
−
:This option has been removed from the Payroll Year End menu.
+
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
 +
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
  
−
Timecard Maintenance
+
----
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
−
===Services===
+
[[Release Notes for Keystone 4.4.x]]
  
−
Device Aggregator
+
[[Release Notes for Keystone 4.3.x]]
−
:'''Add Test Mode parameter for truck status processing.'''
 
  
−
Device Server
+
[[Release Notes for Keystone 4.2.x]]
−
:'''Add Test Mode parameter for truck status processing.'''
 
−
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
  
−
----
+
[[Release Notes for Keystone 4.1.x]]
  
 
[[Release Notes for Keystone 4.0.x]]
 
[[Release Notes for Keystone 4.0.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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