Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.3.3 - 12/27/2022==
+
==Build 4.5.6 - 4/3/2024==
  
−
===Payroll Module===
+
===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.
 +
 
 +
===Accounts Payable Module===
  
−
Tax Library
+
Print Checks
−
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
+
:'''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===
  
−
Windows Client
+
Form Reports
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
+
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''
  
 
===Services===
 
===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)
 
Keystone REST Server (KServer)
−
:Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to limit number of returned records (default is 200.)
−
:'''Add "Condition" property to AutoRun section of endpoint.'''
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to sort the invoices descending by invoice date and invoice number.
−
:Version API: Add endpoint condition for "logquerystats" endpoint.
+
:'''Online Customer Portal API: Add "Overflow" field to CustomerInvoices endpoint.'''
−
:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" 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 4.3.2 - 12/21/2022==
+
==Build 4.5.5 - 3/14/2024==
 +
 
 +
===New Features===
 +
 
 +
Dispatch Ticket Stack<BR>
 +
Ticketing Ticket Stack
 +
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
 +
 
 +
Invoice/Statement Forms by Division
 +
:'''If you separate your A/R invoices by plant or division, you can now specify an invoice and/or statement form for each division. When printing invoices/statements, the system will automatically switch to the appropriate form for the current division. This eliminates the past requirement to run invoices/statements for each division separately.'''
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
Edit Ticket Times
−
:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
+
:'''Add "Site Mins" optional grid column.'''
 +
 
 +
Export Tickets to Accounting
 +
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)
  
 +
Order Maintenance<BR>
 
Print Orders
 
Print Orders
−
:'''Add ability to print Zone Description the form.'''
+
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
 +
 
 +
Order Maintenance<BR>
 +
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 +
 
 +
Order Maintenance
 +
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
  
 
Schedule
 
Schedule
−
:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
+
:'''Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.'''
 +
:'''Add ability to go to previous day using the '-' key and the next day using the '+' key.'''
 +
:'''Add order event when an order is set to Will Call or when a load is shipped on a will-call order (will-call is cleared.)'''
 +
:'''Add Qty Delivered/Qty Ordered next to Plant Number in "Plt" column on schedule grid.'''
 +
:'''Display order color description when hovering over the "Order" column.'''
 +
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
 +
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
 +
 
 +
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
 +
 
 +
Ticket Maintenance
 +
:Fix to use correct security section when called from Ticket Stack.
 +
 
 +
Ticket Printing
 +
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
 +
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
 +
 
 +
Ticket Stack
 +
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Print Orders
+
Order Maintenance<BR>
−
:'''Add ability to print Zone Description the form.'''
+
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 +
 
 +
Order Maintenance
 +
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
 +
 
 +
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<BR>
 +
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.
  
−
Weigh Truck
+
Ticket Stack
−
:Force Truck Number to uppercase when adding a new truck on the fly.
+
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry
+
Division Maintenance
−
Cash Posting
+
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
−
:Use "CASH" (uppercase) when the check number for a payment is blank.
+
 
 +
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.'''
  
−
Apply Service Charges
+
Import Tickets
−
:Force A/R GL to uppercase when adding a new one on the fly.
+
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
−
:Force Svc Chg GL to uppercase when adding a new one on the fly.
 
−
:Force Exempt Code to uppercase when adding a new one on the fly.
 
  
−
Open Ticket Stack
+
Job Price Maintenance
−
:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
+
:'''Track field change events for job Taxable and product Taxable fields.'''
−
:The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
 
−
:Fix inability to change Tax Code after using F9 Edit Ticket.
 
  
−
Plant Maintenance
+
Open Ticket Stack<BR>
−
:Force Sys Loc to uppercase when adding a new one on the fly.
+
Quick Ticket Entry<BR>
−
:Force Ship Group to uppercase when adding a new one on the fly.
+
Ticket Maintenance
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
Product Maintenance
+
Open Ticket Stack
−
:Force Tax Code to uppercase when adding a new one on the fly.
+
:'''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.'''
  
−
Void Invoice
+
Print Invoices<BR>
−
:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
+
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.'''
  
−
===Inventory Module===
+
Print Statements
 +
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
  
−
Inventory Reconciliation
+
Re-Print Tickets
−
:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Print Checks
+
1099 Audit List
−
:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
+
:Apply form minimum amounts to state override values.
  
−
Vendor Maintenance
+
===General Ledger Module===
−
:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
 
  
−
===Cash Management Module===
+
Account List
 +
:'''Add Division No. field to detail report (if appropriate.)'''
  
−
Statement Reconciliation
+
Trial Balance by Month
−
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
+
:'''Add "Print Commas in Amounts" user option.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Setup Company
+
ACA 1094/1095 Export
−
:Force State Code to uppercase when adding a new one on the fly.
+
: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 version 2023-R1a (Federal, IA, NM, NY.)'''
+
:'''Updated to version 2024-R4 (MT state.)'''
−
 
 
−
Timecard Maintenance
 
−
:Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
 
−
 
 
−
===Job Cost Module===
 
−
 
 
−
Job Maintenance
 
−
:Force Job Group to uppercase when adding a new one on the fly.
 
−
 
 
−
Trx Type Maintenance
 
−
:Force Unit of Measure to uppercase when adding a new one on the fly.
 
  
 
===General===
 
===General===
−
 
−
Keystone Setup
 
−
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
 
  
 
System Menu
 
System Menu
−
:Fix so Query and Location datasets are cached on the client.
+
:'''Add File Maintenance and File Lists submenus to Ticketing menu.'''
−
:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
+
:'''Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.'''
 +
:'''Add Truck, Driver, Plant and Zone maintenance to Ticketing File Maintenance submenu.'''
 +
:'''Add Truck, Driver, Plant and Zone file lists to Ticketing File Lists submenu.'''
 +
:'''Modify "Add Company" option on System Maintenance->Companies submenu to add "Business Id" field.'''
 +
:'''Add "Edit Company" option to System Maintenance->Companies submenu.'''
  
 
Windows Client
 
Windows Client
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
+
:When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
+
: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 Aggregator
+
Device Server
−
:Fix "Test Link" function crashing the client thread.
+
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
+
:'''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 4.3.1 - 11/27/2022==
+
==Build 4.5.4 - 2/9/2024==
  
−
===Accounts Payable Module===
+
===Accounts Receivable Module===
−
 
 
−
Federal & State 1099 Export
 
−
:'''Updated for tax year 2022.'''
 
−
:'''Remove IA_BEN payer element (not required for 2022.)'''
 
−
:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
 
−
:'''Add Vendor Id selection.'''
 
  
−
Print 1099 Forms
+
Import Tickets
−
:'''Updated for tax year 2022.'''
+
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
 
  
−
===Payroll Module===
+
===General===
  
−
ACA 1094/1095 Export
+
Company Database
−
:'''Updated for tax year 2022 (no changes.)'''
+
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
−
:'''Add Employee Id selection.'''
 
  
−
Federal & State W-2 Export
+
===Services===
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Print W-2 Forms
+
Device Server
−
:'''Updated for tax year 2022 (no changes.)'''
+
:'''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.
  
−
===Cash Management Module===
+
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.
  
−
Statement Reconciliation
+
==Build 4.5.3 - 1/19/2024==
−
:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
 
  
−
==Build 4.3 - 11/18/2022==
+
===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
 
Order Maintenance
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Event Date/Time" on the Events tab.
 
  
−
Schedule
+
Print Orders
−
:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
+
:'''Add ability to select order form from a list.'''
−
:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
 
−
 
 
−
Ticket Printing
 
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Ticket Printing
+
Print Orders
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:'''Add ability to select order form from a list.'''
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry<BR>
+
Plant Maintenance
−
Cash Posting
+
:Prevent user from entering a "Last Tkt #" more than 7 digits.
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
+
 
 +
Quick Ticket Entry
 +
:'''Added Ticket Date as an optional grid column.'''
 +
 
 +
===Accounts Payable Module===
  
−
Customer Price Maintenance
+
Invoice Vouchering
−
:Improve performance of product lookup.
+
: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.
−
:Widened "Last Changed" grid column.
 
  
−
Customer Maintenance
+
===Payroll Module===
−
:Improve performance of product lookup.
 
−
:Remove DOT tab (obsolete.)
 
  
−
Delivery Truck Log
+
Certified Payroll Report
−
:Do not include sales history from voided/reversal invoices.
+
: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.
  
−
Group Price Maintenance
+
Tax Library
−
:Improve performance of product lookup.
+
:'''Updated to version 2024-R2 (MD, ND states.)'''
−
:Widened "Last Changed" grid column.
 
  
−
Job Price Maintenance
+
===General===
−
:Improve performance of product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" grid column.
 
−
:Zone and Product lookups to are now loaded only when the dropdown is clicked.
 
−
:'''Add state DOT field hint messages.'''
 
−
:Remove "Project Id" on DOT tab (obsolete.)
 
−
:Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:The setup parent job dialog will no longer load the lookup list of all jobs when shown.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Job Id field to 18 characters when copying a job.
 
  
−
Open Ticket Stack
+
Form Reports
−
:Improve performance of quoted job product lookup.
+
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Plant Maintenance
+
===Services===
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:Remove "Plant Identifier" on DOT tab (obsolete.)
 
−
:'''Add state DOT field hint messages.'''
 
−
:When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
 
−
:When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
 
  
−
Product Maintenance
+
Application Server
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+
: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.
−
:'''Add state DOT field hint messages.'''
 
  
−
Quick Ticket Entry
+
==Build 4.5.2 - 1/3/2024==
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Sales Tax Rate Maintenance
+
===Payroll Module===
−
:'''Add splitter control to adjust heights of locality/rate grids.'''
 
−
:Increase default height of tax locality rate grid.
 
−
:Do not delete tax locality when tax locality structure record deleted.
 
  
−
Ticket Maintenance
+
Tax Library
−
:Improve performance of quoted job product lookup.
+
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Load Date/Time" column on the Batch Weights tab.
 
−
:Widened dispatch times on the Times/Email tab.
 
−
:Fix issue where scale weight popup would not appear in certain cases.
 
  
−
Truck Maintenance
+
==Build 4.5.1 - 12/27/2023==
−
:Remove DOT tab (obsolete.)
 
  
−
Unit of Measure Maintenance
+
===Dispatch Module===
−
:'''Add state DOT field hint messages.'''
 
  
−
===Inventory 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.)
  
−
Enter Inventory Balances<BR>
+
===Ticketing Module===
−
Misc. Inv. Transactions<BR>
 
−
Physical Inventory Entry<BR>
 
−
Production Receipts<BR>
 
−
Purchase Receipts
 
−
:Improve performance of stocked product lookup.
 
  
−
Inventory Reconciliation
+
Beginning of Day
−
:Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
  
−
Inventory Transfers
+
===Accounts Receivable Module===
−
:Improve performance of stocked product lookup.
 
−
:'''Add F4 search capability to Transfer In product.'''
 
  
−
===Quote Module===
+
Product Maintenance
 +
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
 +
:'''Add ingredient subtype for admixture ingredients: CO2.'''
  
−
Quote Maintenance
+
Ticket Ingredient Export
−
:'''Add state DOT field hint messages.'''
+
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
−
:Improve performance of product lookup.
 
−
:Improve performance of quote lookup by loading quotes for current prospect only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" products grid column.
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:Do not load list of all jobs at startup.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Quote Id field to 18 characters when copying a quote.
 
  
−
===Accounts Payable Module===
+
===Payroll Module===
  
−
Handwritten Check Entry
+
Tax Library
−
:When posting the batch, write check number to G/L transaction table.
+
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
  
−
Import Invoices
+
===General===
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
 
  
−
Print Checks
+
Generic Reports
−
:Do not process void invoices with a non-zero To Pay amount.
+
:When calculating the report width take the total width of grouped fields into account.
  
−
Select Invoices for Payment
+
===Services===
−
:Fix so saving changes does not update any void invoices.
 
  
−
===Cash Management Module===
+
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.'''
  
−
Statement Reconciliation
+
==Build 4.5 - 12/15/2023==
−
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
 
  
−
===Payroll Module===
+
===Year End===
  
−
Employee Maintenance
+
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
−
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 
  
−
Tax Library
+
===Dispatch Module===
−
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
 
  
−
===Purchase Order 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.
  
−
Purchase Order Maintenance<BR>
+
===Accounts Payable Module===
−
P.O. Receipt Maintenance
 
−
:Improve performance of vendor product lookup.
 
  
−
===General===
+
1099 Audit List<BR>
 +
1099 Class Maintenance<BR>
 +
Federal & State 1099 Export
 +
:'''Add support for 1099-DIV form.'''
  
−
Setup
+
1099 Audit List
−
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
+
:Print form box numbers on the report instead of the internal box number value.
 +
:'''Print form box description on the report.'''
  
−
System Menu
+
1099 Class Maintenance
−
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
+
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
−
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
 
  
−
Windows Client
+
Federal & State 1099 Export
−
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
+
:'''Add F4 search capability to Vendor Id selection criteria.'''
−
:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
 
  
−
===Services===
+
===Payroll Module===
  
−
Device Aggregator
+
Tax Library
−
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
+
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
  
−
Device Server
+
===Services===
−
:'''Completed implementation of the HaulHub batch weight notification device.'''
 
−
:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
 
−
:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
 
−
:Fix potential thread-safety issues.
 
−
:'''Add default root URL for Keystone Online Contact Notification device.'''
 
−
:All Keystone Online API calls now use "https" prefix by default.
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:'''Add ability to specify conditions for actions.'''
+
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
−
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
+
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
−
:'''Add "logquerystats" config file parameter.'''
 
−
:Stonemont QC API: Apply field truncations when posting data to avoid errors.
 
−
:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
 
−
:'''Windows Client Quote API: New API added.'''
 
  
 
----
 
----
 +
 +
[[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 4.2.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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