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 4.2.6 - 8/22/2022==
+
===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.)
 +
 
 +
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<BR>
 +
Ticket Maintenance
 +
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
−
===Payroll Module===
+
===Accounts Payable Module===
  
−
Tax Library
+
Print Checks
−
:'''Updated to 2022-R9 version.'''
+
:'''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===
  
−
Reports
+
Form Reports
−
:Resolve issue where "Print to PDF" would not work properly when clicking the F12 Print button on the preview window (introduced in 4.2.4.6.)
+
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''
  
−
==Build 4.2.5 - 8/10/2022==
+
===Services===
  
−
===Dispatch Module===
+
Device Aggregator
 +
:Send Keystone Online Business Id (from Keystone company table) as part of device messages.
 +
 
 +
Device Server
 +
:'''Add dispatch event notification device for HaulHub Aggregate tickets.'''
 +
:Keystone Online Batch Weight Notification: Send "BusinessId" field if specified in Keystone Company Maintenance.
 +
:Digital Fleet/Integra XML Batch Ticket: Fix UTC time to incorporate daylight savings time if appropriate for the date being converted.
 +
 
 +
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<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.'''
  
−
Ticket Printing
+
Invoice/Statement Forms by Division
−
:'''Add "Clear" button to the right of the Qty On Board field of the ticket stub screen.'''
+
:'''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.'''
−
:'''Add additional DOT-specific fields to support HaulHub.'''
 
  
−
Truck Demand Graph
+
===Dispatch Module===
−
:Fix graph shows no results when one or more loads have a NULL plant number.
 
  
−
===Accounts Receivable Module===
+
Edit Ticket Times
 +
:'''Add "Site Mins" optional grid column.'''
  
−
Customer Maintenance
+
Export Tickets to Accounting
−
:'''Add Products tab to setup list of products that this customer is restricted to.'''
+
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)
−
:'''Add DOT tab.'''
 
−
:Remove "Default Job Id" field (introduced in 4.2.1.3.)
 
  
−
Customer Price Maintenance
+
Order Maintenance<BR>
−
:'''Add Pending Price and Pending Date fields to price grid.'''
+
Print Orders
 +
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
  
−
Email Invoices
+
Order Maintenance<BR>
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
Email Orders
+
Order Maintenance
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
  
−
Email Statements
+
Schedule
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
:'''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.
  
−
Group Price Maintenance
+
Re-Print Tickets<BR>
−
:'''Add Pending Price and Pending Date fields to price grid.'''
+
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
Import Tickets
+
Ticket Maintenance
−
:'''Add support for importing tab-delimited text files.'''
+
:Fix to use correct security section when called from Ticket Stack.
  
−
Job Price Maintenance
+
Ticket Printing
−
:'''Add Pending Price and Pending Date fields to detail grid.'''
+
:'''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.
  
−
Plant Maintenance
+
Ticket Stack
−
:'''Add new fields to DOT tab.'''
+
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
  
−
Print Statements
+
===Ticketing Module===
−
:Fix transaction statement type to respect the "Print Zero Balance Customers", "Print Paid Invoices" and "Print Cleared Invoices Since" options.
 
−
:'''Save "Print Void Invoices" checkbox on Setup tab from run to run.'''
 
  
−
Product Maintenance
+
Order Maintenance<BR>
−
:'''Add Pending Price and Pending Date fields to header area.'''
+
Ticket Maintenance<BR>
−
:'''Add Customers tab to setup list of customers that this product is restricted to.'''
+
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
Reprint Tickets
+
Order Maintenance
−
:'''Add "Invoice Number" and "Invoice Date" selection for invoiced tickets.'''
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
−
:Fix "Customer Class" selection not working.
 
  
−
Setup Pending Prices
+
Order Stack
−
:Update Last Change Date/Time and User in job detail when job prices changed.
+
: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.
−
:Update Last Change Date/Time and User in quote detail when quote prices changed.
+
:Fix issue where you could get stuck in the Truck No. field on the stub screen after entering a non-existent truck.
−
:'''Add PEND_COMMIT_SESSION field to record session number where price changes are committed permanently.'''
+
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
−
:'''Add PEND_LAST_CHANGE and PEND_LAST_USER fields to record the last change date/time and user whenever a pending price is added/changed.'''
 
−
:'''When displaying the prices in the grid, show prices that have existing pending dates at the top of the list.'''
 
−
:'''Change caption on Post button to "Commit Permanently" and color the button red.'''
 
−
:'''Add warning about unbilled tickets to the Commit Permanently button message.'''
 
−
:When a pending price is manually entered, set the pending price date.
 
−
:When a pending price is manually cleared, clear the pending price date.
 
  
−
Truck Maintenance
+
Re-Print Tickets<BR>
−
:'''Add DOT tab.'''
+
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
===Quote Module===
+
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.
  
−
Quote Maintenance
+
Ticket Stack
−
:'''Add "Last Changed" and "Changed By" columns to Products grid.'''
+
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
−
:'''Add Pending Price and Pending Date fields to detail grid.'''
 
  
−
===Payroll Module===
+
===Accounts Receivable Module===
  
−
Email Direct Deposit Stubs
+
Division Maintenance
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
  
−
Tax Library
+
Driver Maintenance
−
:'''Upgraded to version 2022-R8b.'''
+
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''
  
−
===General===
+
Edit Open Ticket Times
 +
:'''Add "Site Mins" optional grid column.'''
  
−
System Menu
+
Email Invoices
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
:'''Add [DivisionName] tag to Setup page.'''
  
−
System Option Maintenance
+
Import Tickets
−
:'''Add "Printer Type Map" option to SYSTEM section.'''
+
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
  
−
Reports
+
Job Price Maintenance
−
:'''Add generic printer type to session log when printing report.'''
+
:'''Track field change events for job Taxable and product Taxable fields.'''
−
:Fix issue with checklist selection criteria showing extra items when item descriptions contain semicolons.
 
−
:Add "message-id" header to SMTP mail message when emailing report to solve Google Mail issues.
 
  
−
===Services===
+
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.
  
−
Application Server
+
Open Ticket Stack
−
:'''Add additional DOT-specific fields to support HaulHub.'''
+
:'''Add Ship To 2, 3 and 4 as well as Delv Inst 2, 3 and 4 as optional grid columns.'''
−
:'''When validating batch weights, calculate the theoretical weight for each ingredient to support HaulHub.'''
+
:'''Add Job Class as an optional grid column.'''
  
−
Device Aggregator
+
Print Invoices<BR>
−
:'''Add additional batch weight fields to support HaulHub when processing batch results.'''
+
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.'''
  
−
Device Server
+
Print Statements
−
:'''Completed implementation of HaulHub batch weight notification device.'''
+
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
KServer
+
Re-Print Tickets
−
:Online Customer Portal API: Modify OrderRequest endpoint to replace delvDt field with delvDtStart and delvDTEnd fields.
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
−
:'''Windows Client AR API: Add "qryDOT" query to rdmARCustomer/cdsMaster endpoint.'''
 
  
−
==Build 4.2.4 - 7/18/2022==
+
===Accounts Payable Module===
  
−
===Dispatch Module===
+
1099 Audit List
 +
:Apply form minimum amounts to state override values.
  
−
Order Maintenance
+
===General Ledger Module===
−
:When using View Order function from Schedule, change caption of Order Maintenance window to "View Dispatch Order."
 
−
:Don't display warning messages when closing View Order.
 
  
−
===Accounts Receivable Module===
+
Account List
 +
:'''Add Division No. field to detail report (if appropriate.)'''
  
−
Reprint Tickets
+
Trial Balance by Month
−
:Fix exception "EFOpenError: Could not open the form file" when checking the "Use Form COPIES" checkbox.
+
:'''Add "Print Commas in Amounts" user option.'''
  
 
===Payroll Module===
 
===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
 
Tax Library
−
:'''Updated to 2022-R8 version.'''
+
:'''Updated to version 2024-R4 (MT state.)'''
  
 
===General===
 
===General===
  
−
File Maintenance
+
System Menu
−
:Reset ViewOnlyMode when main form closes.
+
:'''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===
 
===Services===
  
−
Device Aggregator
+
Application Server
−
:When a new client subscribes to a scale, it will now immediately return the last received weight from that scale (it won't wait until the scale weight changes.)
+
: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)
 
Keystone REST Server (KServer)
−
:'''Dispatch API v2: Add "JobLot" and "JobBlock" fields to Order object in ScheduleOrderLoads endpoint.'''
+
:'''Add ability to specify a log condition and messages at the field level.'''
−
:'''FX API: Add "battolldsz" endpoint.'''
+
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''
−
:FX API: Fix "battol" endpoint to return one record per day.
 
  
−
==Build 4.2.3 - 6/9/2022==
+
==Build 4.5.4 - 2/9/2024==
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Print Statements
+
Import Tickets
−
:'''Add new "Transaction" statement type (contact support if you need this.)'''
+
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
  
−
===Purchase Order Module===
+
===General===
  
−
Print Purchase Orders
+
Company Database
−
:'''Add ability to print extended backordered amount (per line item) and backordered total (contact support if you need this.)'''
+
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
Device Server
−
:Add additional diagnostic information when processing batch results.
+
:'''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)
 
Keystone REST Server (KServer)
−
:'''FX API: Add "battol" endpoint.'''
+
:Add support for "TEST device configuration parameter for CarbonCure ticket export.
−
:Windows Client Quote Lookup API: Slight performance improvement to rdmQTQuote/cdsKey endpoint.
+
:'''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 4.2.2 - 5/23/2022==
+
==Build 4.5.3 - 1/19/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Cash Payment Entry
+
Beginning of Day
−
:'''Add support for "Plant/Order" plant tax authority method.'''
+
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)
  
 
Order Maintenance
 
Order Maintenance
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:When copying an order, do not copy these fields: LOCK_SESSION_NO, OC_EMAIL_STATUS and CC_REJECT_COUNT.
+
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
+
Print Orders
 +
:'''Add ability to select order form from a list.'''
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Order Stack
+
Print Orders
−
:Fixed order Delivery Date column to include day of week (introduced in 4.0.)
+
:'''Add ability to select order form from a list.'''
−
:Changed order lookback default date to 3 months ago (was 1 month previously.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
−
 
−
Cash Posting
 
−
:Force Check Number to uppercase.
 
−
 
−
Job Price Maintenance
 
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
 
−
Open Ticket Stack
 
−
:Fix exception "EDatabaseError: cdsDocIdx_Link Field 'DOC_ID' not found".
 
−
:Fix Access Violation exceptions when putting individual tickets on hold.
 
−
:Keep all edited tickets visible on the grid until changes are saved/cancelled regardless of filter settings.
 
−
:Do not apply changes when Hold column double-clicked.
 
−
:Slight performance improvement when no ticket filters have been applied.
 
−
:Ignore double-click on Hold column (treat as single-click.)
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
 
Plant Maintenance
 
Plant Maintenance
−
:'''Add "Plant/Order" Tax Authority method option.'''
+
:Prevent user from entering a "Last Tkt #" more than 7 digits.
  
 
Quick Ticket Entry
 
Quick Ticket Entry
−
:'''Add support for "Plant/Order" plant tax authority method.'''
+
:'''Added Ticket Date as an optional grid column.'''
  
−
Ticket Maintenance
+
===Accounts Payable Module===
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
===Inventory 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.
  
−
Valuation Report
+
===Payroll Module===
−
:Obtain standard cost from product transactions.
 
  
−
===Quote 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.
  
−
Quote Maintenance
+
Tax Library
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:'''Updated to version 2024-R2 (MD, ND states.)'''
  
−
===Accounts Payable Module===
+
===General===
 +
 
 +
Form Reports
 +
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
  
−
Invoice Vouchering
+
===Services===
−
:Fix exception "EDatabaseError: cdsDetail Dataset not in edit or insert mode".
 
  
−
===Purchase Order Module===
+
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.
  
−
Purchase Order Maintenance
+
==Build 4.5.2 - 1/3/2024==
−
:'''When emailing a P.O., add ability to select vendor purchasing contacts from a dropdown list.'''
 
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Payroll Tax Library
+
Tax Library
−
:'''Updated to 2022-R6a version (AL, OK, UT states.)'''
+
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
  
−
===Cash Management Module===
+
==Build 4.5.1 - 12/27/2023==
  
−
Bank Account Maintenance
+
===Dispatch Module===
−
:Fix disrepancy between Current Balance and Statement Reconciliation Curent Balance.
 
  
−
===General===
+
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.)
  
−
Company Database
+
===Ticketing Module===
−
:'''Upgraded to version 21.15.'''
 
  
−
Reports
+
Beginning of Day
−
:Log selected printer name in session log when printing report.
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
−
:Eliminate exception when closing the report after cancelling the query.
 
  
−
Windows Client
+
===Accounts Receivable Module===
−
:'''Updated DevExpress library to version 20.2.14.'''
 
  
−
===Services===
+
Product Maintenance
 +
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
 +
:'''Add ingredient subtype for admixture ingredients: CO2.'''
  
−
Device Server
+
Ticket Ingredient Export
−
:'''Add support for Digital Fleet status interface.'''
+
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
  
−
Keystone REST Server (KServer)
+
===Payroll Module===
−
:Keystone Online Customer Portal API: Change CustomerInvoices endpoint to include original invoice amount (DebitAmt) and current discounted invoice balance (InvoiceBal.)
 
−
:Version API: Fix "cachegc" endpoint so that garbage collect procedure actually runs.
 
−
:Windows Client A/R API: Modify rdmARProduct/cdsQuotedJobProducts to add "process_parent_jobs" and "process_restricted" parameters.
 
  
−
==Build 4.2.1 - 5/6/2022==
+
Tax Library
−
 
+
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
−
===Dispatch Module===
 
−
 
 
−
Cash Payment Entry
 
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode" when clicking the Cancel button after previously entering and printing a payment receipt.
 
−
 
 
−
Order Maintenance
 
−
:When deleting an order, first check if there are associated tickets, if so display a message and abort.
 
−
:If the user blanks out the Unit Price, substitute zero as the value.
 
−
:Recalculate loads immediately when the Override Load Size is changed.
 
−
 
 
−
Schedule
 
−
:When refreshing schedule data, silently ignore REST errors 12029 (cannot connect to server) and 12030 (server connection error.)
 
  
 
===General===
 
===General===
  
−
Windows Client
+
Generic Reports
−
:Change default for "Application Server Ping Interval" option to 295 seconds.
+
:When calculating the report width take the total width of grouped fields into account.
−
:Do not retry on REST timeout errors (eliminates runaway condition for long-running queries.)
 
−
:Default REST request timeout increased to 60 seconds.
 
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
Keystone REST Server (KServer)
−
:Handle case where device server opens a new connection where the previous connection is still considered "open" by the aggregator.
+
:'''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.'''
  
−
Device Server
+
==Build 4.5 - 12/15/2023==
−
:'''For Trimble XML status interface, import "employee_code" as Driver Id.'''
 
  
−
Keystone REST Server (KServer)
+
===Year End===
−
:Backoffice A/R API: CustomerPayment endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Online Customer Portal API: OrderRequest endpoint - Mark date parameter as such to ensure only date portion is set.
 
−
:Windows Client System Device API v2: updatebatchstart endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client System Device API v2: loadautoreturn endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client Dispatch Methods API: VoidLoadBringdown endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
  
−
==Build 4.2 - 4/29/2022==
+
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
  
−
===New Feature===
+
===Dispatch Module===
  
−
'''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.'''
+
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===
 
===Accounts Payable Module===
  
−
Check Register<BR>
+
1099 Audit List<BR>
−
MTD Check Register
+
1099 Class Maintenance<BR>
−
:Adjust report layout to more closely resemble the old (non-generic) versions.
+
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.
  
−
===General===
+
Federal & State 1099 Export
 +
:'''Add F4 search capability to Vendor Id selection criteria.'''
  
−
Generic Reports
+
===Payroll Module===
−
:Report Sequence will now be saved from one run to the next.
 
  
−
System Options Maintenance
+
Tax Library
−
:'''Add "Application Server Ping Interval" option to SYSTEM section.'''
+
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
−
:'''Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.'''
 
−
:Logout/Login to company after existing the option.
 
  
 
===Services===
 
===Services===
−
 
−
Device Server
 
−
: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.)
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
: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.
+
: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 4.1.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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