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 4.2 - 4/29/2022==
+
===Dispatch Module===
  
−
===New Feature===
+
Ticket Maintenance
 +
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
−
'''A new feature has been added which can periodically send a "heartbeat" signal from the Windows Client to the Application Server. This is important on networks with VLANs since they often will disconnect "idle" connections after a period of time (generally an hour but this can vary.) If you find that users who have left the menu and/or options open but idle encounter "not responding" or lockups this may be indicative of the network connection being disconnected by a VLAN/firewall. Please contact support if this is happening on your system to configure the "heartbeat" feature.'''
+
===Ticketing Module===
  
−
===Accounts Payable Module===
+
Ticket Maintenance
 +
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
−
Check Register<BR>
+
===Accounts Receivable Module===
−
MTD Check Register
 
−
:Adjust report layout to more closely resemble the old (non-generic) versions.
 
  
−
===General===
+
A/R Inquiry<BR>
 +
Cash Posting
 +
:Fix to use selected invoice/statement form when printing invoice/statement (introduced in 4.5.5.)
  
−
Generic Reports
+
Customer Maintenance
−
:Report Sequence will now be saved from one run to the next.
+
:Fix to use selected statement form when printing statement (introduced in 4.5.5.)
  
−
System Options Maintenance
+
Driver Maintenance
−
:'''Add "Application Server Ping Interval" option to SYSTEM section.'''
+
:Highlight invalid email address on the Call-In tab.
−
:'''Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.'''
+
:Verify that the correct fields are filled in on the Call-In tab when saving changes.
−
:Logout/Login to company after existing the option.
 
  
−
===Services===
+
Email Invoices
 +
:Fix to use invoice form specified on Setup tab when emailing invoices (introduced in 4.5.5.)
  
−
Device Server
+
Email Statements
−
:Fix ULINK batch control ticket transmission when sending mix design with ticket to avoid repeating field #142 - metric weights flag (introduced in 4.1.4.)
+
:Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)
  
−
Keystone REST Server (KServer)
+
Import Tickets
−
:Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions.
+
:'''Add ability to convert from one unit of measure to another during batch ticket import.'''
  
−
==Build 4.1.6 - 4/22/2022==
+
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.
  
−
===Dispatch Module===
+
Ticket History Inquiry<BR>
 +
Ticket Maintenance
 +
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
−
Schedule
+
===Accounts Payable Module===
−
:For weighed trucks, fix tare weight change during ticketing so that it saves the data back to the truck (introduced in 3.6.99.1.)
 
  
−
===Payroll 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.)'''
−
SUTA E-File Export
 
−
:'''Updated for 2022 (OH state.)'''
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2022-R5a (MD, UT states.)'''
 
  
 
===General===
 
===General===
  
−
Reports
+
Form Reports
−
:Fix exception "EPrinter: Printer is not printing" when printing to the "Microsoft Print to PDF" printer, if you wait at least one minute then click Cancel on the "Save Print Output As" dialog.
+
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''
−
:Handle case where user cancels the query but no exception is raised and no data is returned.
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
Device Aggregator
−
:Improve diagnostic information when opening company database.
+
:Send Keystone Online Business Id (from Keystone company table) as part of device messages.
  
 
Device Server
 
Device Server
−
:'''Began implentation of batch weight notification device for HaulHub (in progress.)'''
+
:'''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)
 
Keystone REST Server (KServer)
−
:Customer Portal API v1: Improve performance and lower resource usage for getcurrentorders and getorderdetails endpoints.
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to limit number of returned records (default is 200.)
−
:Customer Portal API v2: Improve performance and lower resource usage for CurrentOrders and OrderDetails endpoints.
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to sort the invoices descending by invoice date and invoice number.
−
:Dispatch API v1: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
+
:'''Online Customer Portal API: Add "Overflow" field to CustomerInvoices endpoint.'''
−
:Dispatch API v2: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
+
:'''Online E-Ticket API: Add "Active" field and "IncludeInactive" query parameter to DriverList endpoint.'''
−
:FX API: Improve performance and lower resource usage for trucksinstatus endpoint.
+
:'''Windows Client A/R Lookup API: Add endpoints: rdmARProduct/cdsLookupSubset, rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior, rdmARProduct/cdsSearchSubset, rdmARProduct/cdsLookupExact.'''
−
:On-Demand Session API: Improve performance and lower resource usage for loadgpslocation, schedulecustorderloads and scheduleplantorderloads endpoints.
+
:'''Windows Client A/R Lookup API: Add endpoints: rdmARJobPrice/cdsLookupExact, rdmARJobPrice/cdsLookupSubset, rdmARJobPrice/cdsLookupFirst, rdmARJobPrice/cdsLookupLast, rdmARJobPrice/cdsLookupNext, rdmARJobPrice/cdsLookupPrior.'''
−
:Online Customer Portal API: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
+
:'''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 4.1.5 - 4/7/2022==
+
==Build 4.5.5 - 3/14/2024==
  
−
===Dispatch Module===
+
===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.'''
  
−
Order Maintenance
+
Invoice/Statement Forms by Division
−
:The "warnings" pop-up will no longer appear when clicking the CANCEL button.
+
:'''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.'''
  
−
Schedule
+
===Dispatch Module===
−
:Fix so load times are properly rescheduled after a load is shipped early/late (introduced in 4.1.3.2.)
 
  
−
Ticket Printing
+
Edit Ticket Times
−
:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)
+
:'''Add "Site Mins" optional grid column.'''
  
−
===Ticketing Module===
+
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
+
Order Maintenance<BR>
−
:Fix "EDBClient" exception message when copying an order.
+
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
 
Ticket Printing
−
:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)
+
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
===General===
+
Order Maintenance
 +
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
  
−
Reports
+
Schedule
−
:'''Add current time to "----Preview" and "----Print" portions of session log information.'''
+
:'''Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.'''
−
:'''Add "User Cancelled" message to session log information when user clicks CANCEL while report query is running.'''
+
:'''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.
  
−
Windows Client
+
Re-Print Tickets<BR>
−
:When making a REST request to KServer, retry on socket errors 12029 (cannot connect to server) and 12030 (server connection error).
+
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
===Services===
+
Ticket Maintenance
 +
:Fix to use correct security section when called from Ticket Stack.
  
−
Keystone REST Server (KServer)
+
Ticket Printing
−
:Fix "Access Violation" exception when processing the "notifyorderroute" endpoint.
+
:'''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.
  
−
==Build 4.1.4 - 4/1/2022==
+
Ticket Stack
 +
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
  
−
===Dispatch Module===
+
===Ticketing Module===
  
−
Edit Ticket Times
+
Order Maintenance<BR>
−
:'''Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.'''
+
Ticket Maintenance<BR>
−
:'''Add Truck/Driver fields to grid (read only).'''
+
Ticket Printing
−
:'''Add ability to show/hide grid columns.'''
+
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
−
 
 
−
Order List
 
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
 
Order Maintenance
 
Order Maintenance
−
:'''Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)'''
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
−
:'''Add Override Time column to Loads tab.'''
 
−
:When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.
 
−
:'''Add system option to allow editing of closed orders (contact support if you need this.)'''
 
−
:'''Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)'''
 
−
:Do not generate Product Deleted order event(s) when deleting an order.
 
−
:Fix exception "Cannot delete orders with events" when deleting a copied order.
 
  
−
Reprint Tickets
+
Order Stack
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
+
: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.
  
−
Schedule
+
Re-Print Tickets<BR>
−
:'''Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.'''
+
Ticket Printing
−
:'''Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)'''
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
−
:'''After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.'''
 
−
:'''Add "View Order" option to Order right-click menu.'''
 
−
:'''Lock order while load shipping is in progress. (This is an optional feature, please contact support.)'''
 
  
 
Ticket Printing
 
Ticket Printing
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
+
:'''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.
  
−
Void Tickets
+
Ticket Stack
−
:When voiding a ticket, move down certain load fields to the next load.
+
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
  
−
===Ticketing Module===
+
===Accounts Receivable Module===
  
−
Order List
+
Division Maintenance
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
+
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
  
−
Ticket Printing
+
Driver Maintenance
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
+
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''
  
−
===Accounts Receivable Module===
+
Edit Open Ticket Times
 +
:'''Add "Site Mins" optional grid column.'''
  
−
A/R Inquiry<BR>
+
Email Invoices
−
Cash Posting
+
:'''Add [DivisionName] tag to Setup page.'''
−
:Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.
 
  
−
Cash Posting Register<BR>
+
Import Tickets
−
MTD Cash Posting Register
+
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
−
:'''Add "Include Payment Portal Info" checkbox.'''
 
  
−
Job Names List
+
Job Price Maintenance
−
:Fix report layout to more closely match the old version (single line per job.)
+
:'''Track field change events for job Taxable and product Taxable fields.'''
  
−
Job Price Maintenance
+
Open Ticket Stack<BR>
−
:Set conditions based on plant type correctly when Plant No. changed.
+
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
 
Open Ticket Stack
−
:Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.
+
:'''Add Ship To 2, 3 and 4 as well as Delv Inst 2, 3 and 4 as optional grid columns.'''
−
:'''Add "Ship To 1" and "Delv Inst 1" as optional grid fields.'''
+
:'''Add Job Class as an optional grid column.'''
  
−
Pre-Billing Audit List
+
Print Invoices<BR>
−
:Add "Tax Authority" to Report Sequence options where appropriate.
+
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.'''
  
−
Product Sales History Report
+
Print Statements
−
:Widen Qty Sold and Ext Price totals.
+
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
  
−
Reprint Tickets
+
Re-Print Tickets
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
===Quote Module===
+
===Accounts Payable Module===
  
−
Print Quotes
+
1099 Audit List
−
:Fix U/M total line (correction to 4.1.0.2 fix.)
+
:Apply form minimum amounts to state override values.
  
−
===Accounts Payable Module===
+
===General Ledger Module===
  
−
Handwritten Check Entry
+
Account List
−
:Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.
+
:'''Add Division No. field to detail report (if appropriate.)'''
−
:Fix Use Tax G/L transaction to use Invoice Date as the transaction date.
 
  
−
===Purchase Order Module===
+
Trial Balance by Month
−
 
+
:'''Add "Print Commas in Amounts" user option.'''
−
Print Purchase Orders
 
−
:Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.
 
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Calculate Payroll
+
ACA 1094/1095 Export
−
:When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.
+
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
−
 
 
−
Employee Summary Report
 
−
:'''Add Active/Inactive employee selection.'''
 
−
 
 
−
Setup Formulas
 
−
:'''Add "Tax Code" and "Tax Parameter" columns to Factors grid.'''
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to 2022-R4 version.'''
+
:'''Updated to version 2024-R4 (MT state.)'''
−
 
 
−
===Cash Management Module===
 
−
 
 
−
Statement Reconciliation
 
−
:Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.
 
−
:'''Add "PP Ref No" column to the Deposit History dialog.'''
 
  
 
===General===
 
===General===
−
 
−
Batch Maintenance
 
−
:Eliminate EDBClient exception when deleting a batch with more than one item.
 
−
 
−
Company Restore
 
−
:When restoring from a cloud backup, do not include DOC and SYS database backups.
 
−
:When restoring from a cloud backup, only include backups for the current company.
 
−
 
−
File Maintenance
 
−
:Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.
 
−
 
−
Reports
 
−
:Force uppercase on string selection fields.
 
−
 
−
System Form Maintenance
 
−
:'''When previewing form, show all copies if the form contains a COPIES parameter greater than 1.'''
 
  
 
System Menu
 
System Menu
−
:'''Add "Release Locked Orders" option to System Maintenance->Utilities menu.'''
+
:'''Add File Maintenance and File Lists submenus to Ticketing menu.'''
−
:'''Add ability to print Keystone News (web browser) contents.'''
+
:'''Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.'''
−
:'''Add "Order Complete Notification" option to Dispatch Utilities menu.'''
+
:'''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 setting up REST client, use only TLS protocol for secure (https) connections.
+
:When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."
−
:When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.
 
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
:Partially reverted 4.0.0.1 change for At Plant status:  When an active load status (begin load thru arrive plant) 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.
−
:'''Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.'''
 
  
 
Device Server
 
Device Server
−
:'''When sending mix design to ULINK, send field #42 (metric weights.)'''
+
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:'''Add support for "setparamdefer" on query fields.'''
+
:'''Add ability to specify a log condition and messages at the field level.'''
−
:'''Add handling for CRUD update field values (old and new.)'''
+
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''
−
:Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.
 
−
:Keystone Online Customer Portal API: Improvements to order request endpoints.
 
−
:Windows Client Dispatch Methods API: Add VoidLoadBringdown method.
 
−
:Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.
 
  
−
==Build 4.1.3 - 2/2/2022==
+
==Build 4.5.4 - 2/9/2024==
  
−
===Accounts Payable Module===
+
===Accounts Receivable Module===
  
−
Federal & State 1099 Export
+
Import Tickets
−
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
+
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
−
 
 
−
===Payroll Module===
 
−
 
 
−
Adjust Definition Balances
 
−
:'''Allow import for any definition.'''
 
−
:'''Allow import of transaction adjustment amount and factor values.'''
 
−
 
 
−
Tax Library
 
−
:'''Updated to 2022-R2a version (MS state.)'''
 
  
 
===General===
 
===General===
  
−
System Menu
+
Company Database
−
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
+
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
  
 
===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
 
−
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''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 support for CarbonCure Dispatch Event Notification device.'''
−
:'''New layout for batch results when sending batch weights notification email.'''
+
:'''Add support for Digital Fleet XML Batch Control device.'''
−
:'''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.'''
+
:Change default root URL for Holcim/Concretely Dispatch Event Notification device.
−
:'''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.
+
: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 4.1.2 - 1/14/2022==
+
==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
 +
:'''Add ability to select order form from a list.'''
 +
 +
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:'''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.)'''
 
  
−
System Map
+
Print Orders
−
:Fix issue where map would not start for some customers.
+
:'''Add ability to select order form from a list.'''
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
−
 
−
Email Invoices
 
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
 
  
 
Plant Maintenance
 
Plant Maintenance
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
+
:Prevent user from entering a "Last Tkt #" more than 7 digits.
  
−
Setup Pending Prices
+
Quick Ticket Entry
−
:Greatly improved performance when calculating price changes.
+
:'''Added Ticket Date as an optional grid column.'''
−
: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
 
−
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
 
−
:'''Reset the Ticket Option to Open after each Void process.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Print 1099 Forms
+
Invoice Vouchering
−
:Fixed 1099-NEC form starting line for second and third forms.
+
: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.
−
:Removed 2020 warning message.
 
  
−
===General Ledger Module===
+
===Payroll Module===
  
−
Import Transactions
+
Certified Payroll Report
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
+
: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.
  
−
===Payroll Module===
+
Tax Library
 +
:'''Updated to version 2024-R2 (MD, ND states.)'''
  
−
Print W-2 Forms<BR>
+
===General===
−
Print W-3 Form
 
−
:Removed 2020 warning message.
 
  
−
Tax Library
+
Form Reports
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
+
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
  
−
===Quote Module===
+
===Services===
  
−
Quote Maintenance
+
Application Server
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
+
: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.
  
−
===General===
+
==Build 4.5.2 - 1/3/2024==
  
−
Automatic Backup
+
===Payroll Module===
−
:By default the automatic backup will now prompt the user before doing the backup.
 
  
−
Setup
+
Tax Library
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
+
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
  
−
==Build 4.1.1 - 1/7/2022==
+
==Build 4.5.1 - 12/27/2023==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Print Orders
+
Beginning of Day
−
:'''Add ability to print Usage Description field on form.'''
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
  
−
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.'''
 
  
−
===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.)
  
−
Ticket Printing
+
===Accounts Receivable Module===
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
−
===Quote Module===
+
Product Maintenance
 +
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
 +
:'''Add ingredient subtype for admixture ingredients: CO2.'''
  
−
Print Quotes
+
Ticket Ingredient Export
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
+
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Payroll Tax Library
+
Tax Library
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
+
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
−
 
 
−
Prepare Payroll
 
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 
  
 
===General===
 
===General===
  
−
Document Viewer
+
Generic Reports
−
:Add handling for multi-page PDF documents.
+
:When calculating the report width take the total width of grouped fields into account.
−
 
 
−
Keystone Map
 
−
:Fix map startup issue (endless loop during map initialization.)
 
−
:Eliminate double plot of calculated route.
 
−
 
 
−
System Menu
 
−
:'''When user is deleted, ask to delete associated system options.'''
 
  
 
===Services===
 
===Services===
−
 
−
Application Server
 
−
:Do not send dispatch events to notification devices for a voided load.
 
−
 
−
Device Server
 
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
+
:'''Add "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
+
:'''Datatables: Add datatables for CarbonCure ticket export.'''
−
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
+
:'''Windows Client A/R Reports API: Add endpoints "ARTicketIngredientExport" and "ARTicketIngredientList" to support CarbonCure ticket export.'''
  
−
==Build 4.1 - 12/28/2021==
+
==Build 4.5 - 12/15/2023==
  
−
===Important Note===
+
===Year End===
  
−
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.
+
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
  
−
===Accounts Receivable Module===
+
===Dispatch Module===
  
−
Customer Maintenance
+
Order Maintenance
−
:'''Add "Invoice Tkt Images" checkbox.'''
+
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
−
 
 
−
Email Invoices<BR>
 
−
Print Invoices<BR>
 
−
Reprint Invoices
 
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
−
 
 
−
Job Price Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
−
 
 
−
Plant Maintenance
 
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
 
−
 
 
−
===Quote Module===
 
−
 
 
−
Quote Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
1099 State Maintenance
+
1099 Audit List<BR>
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
+
1099 Class Maintenance<BR>
−
 
 
 
Federal & State 1099 Export
 
Federal & State 1099 Export
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
+
:'''Add support for 1099-DIV form.'''
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
+
1099 Audit List
−
Invoice Vouchering
+
:Print form box numbers on the report instead of the internal box number value.
−
:'''Add "1099 St" column to expense distribution grid.'''
+
:'''Print form box description on the report.'''
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
1099 Class Maintenance
−
:'''Updated for 2021.'''
+
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
  
−
Vendor List
+
Federal & State 1099 Export
−
:'''Add "1099 State" field to detail report.'''
+
:'''Add F4 search capability to Vendor Id selection criteria.'''
−
 
 
−
Vendor Maintenance
 
−
:'''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
 
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
−
 
 
−
Web Portal Export/Filing
 
−
:'''New submenu added to the A/P menu.''''
 
  
 
===Payroll Module===
 
===Payroll Module===
  
−
ACA 1094/1095 Export
+
Tax Library
−
:'''Updated for 2021.'''
+
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
  
−
Calculate Payroll
+
===Services===
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
  
−
Company Maintenance
+
Keystone REST Server (KServer)
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
+
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
 +
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
  
−
Employee Maintenance
+
----
−
:'''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
+
[[Release Notes for Keystone 4.4.x]]
−
:'''Updated for 2021.'''
 
  
−
Payroll Tax Library
+
[[Release Notes for Keystone 4.3.x]]
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
[[Release Notes for Keystone 4.2.x]]
−
:This option has been removed from the Payroll Year End menu.
 
−
 
 
−
Timecard Maintenance
 
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
−
 
 
−
===Services===
 
−
 
 
−
Device Aggregator
 
−
:'''Add Test Mode parameter for truck status processing.'''
 
−
 
 
−
Device Server
 
−
:'''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 4.1.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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