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 4.3.6 - 1/24/2023==
+
==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===
 
===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
 
Customer Maintenance
−
:Fix exception "EDBClient Data is read only" when attempting to delete a customer.
+
:Fix to use selected statement form when printing statement (introduced in 4.5.5.)
  
−
Job Price List
+
Driver Maintenance
−
:'''Add ability to print customer terms description on form (contact support if you need this.)'''
+
: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.
  
−
Product List
+
Email Invoices
−
:Print correct U/M when listing product components.
+
:Fix to use invoice form specified on Setup tab when emailing invoices (introduced in 4.5.5.)
  
−
===Accounts Payable Module===
+
Email Statements
 +
:Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)
  
−
Reprint Checks
+
Import Tickets
−
:'''Add Vendor Sequence Code option to report sequence.'''
+
:'''Add ability to convert from one unit of measure to another during batch ticket import.'''
  
−
===Payroll Module===
+
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.
  
−
Calculate Payroll
+
Ticket History Inquiry<BR>
−
:Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
+
Ticket Maintenance
 +
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
−
Company Summary Report
+
===Accounts Payable Module===
−
:Fix totals for Social Security Gross not matching other payroll summary reports.
 
  
−
Setup Tax Codes
+
Print Checks
−
:'''Add drop-down list to Tax Library Id field.'''
+
:'''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.)'''
−
:'''Add hint messages for local taxes.'''
 
  
 
===General===
 
===General===
  
−
Windows Client
+
Form Reports
−
:'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
+
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''
−
:Reduce CPU usage of common logging module.
 
−
:Fix issue introduced in 4.2.6.27 when refreshing client cache.
 
  
 
===Services===
 
===Services===
  
−
Application Server
 
 
Device Aggregator
 
Device Aggregator
−
Device Server
+
:Send Keystone Online Business Id (from Keystone company table) as part of device messages.
−
Keystone REST Server (KServer)
 
−
:Reduce CPU usage of common logging module.
 
−
:Improve thread-safety of region-based functions.
 
  
 
Device Server
 
Device Server
−
:Reduce CPU usage for scales that can be read a line at a time.
+
:'''Add dispatch event notification device for HaulHub Aggregate tickets.'''
−
:Fix scale reading issue when server is stopped/started.
+
: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)
−
:'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
+
: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==
  
−
==Build 4.3.5 - 1/13/2023==
+
===New Features===
  
−
===Accounts Receivable Module===
+
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.'''
  
−
Job Price Maintenance
+
Invoice/Statement Forms by Division
−
:Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
+
:'''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===
  
−
Schedule
+
Edit Ticket Times
−
:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
+
:'''Add "Site Mins" optional grid column.'''
  
−
===Payroll Module===
+
Export Tickets to Accounting
 +
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)
  
−
Calculate Payroll
+
Order Maintenance<BR>
−
:Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
+
Print Orders
 +
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
  
−
===Services===
+
Order Maintenance<BR>
 +
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
Device Aggregator
+
Order Maintenance
−
:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
  
−
Keystone REST Server (KServer)
+
Schedule
−
:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
+
:'''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.
  
−
==Build 4.3.4 - 1/9/2023==
+
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
===Dispatch Module===
+
Ticket Maintenance
 +
:Fix to use correct security section when called from Ticket Stack.
  
−
Order Maintenance
+
Ticket Printing
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
−
:Improve performance of contact query.
+
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
Ticket Printing
+
Ticket Stack
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
 +
 +
Order Maintenance<BR>
 +
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
 
Order Maintenance
 
Order Maintenance
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
−
:Improve performance of contact query.
 
  
 +
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
 
Ticket Printing
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
+
 
−
:When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
+
Ticket Printing
 +
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
 +
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
 +
 
 +
Ticket Stack
 +
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
Division Maintenance
−
:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
+
:'''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
 
Job Price Maintenance
−
:Improve performance of contact query.
+
:'''Track field change events for job Taxable and product Taxable fields.'''
−
 
 
−
Setup Pending Prices
 
−
:Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
 
−
:Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
 
−
:'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
 
−
:'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
 
  
 +
Open Ticket Stack<BR>
 +
Quick Ticket Entry<BR>
 
Ticket Maintenance
 
Ticket Maintenance
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
+
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
===Inventory Module===
+
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.'''
  
−
Purchase Receipts
+
Print Invoices<BR>
−
:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
+
Re-Print Invoices
 +
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
 +
:'''Add "Base Product" as a printable invoice field.'''
 +
:'''Add "C.O.D." field to report selection criteria.'''
  
−
===Quote Module===
+
Print Statements
 +
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
  
−
Quote Maintenance
+
Re-Print Tickets
−
:Improve performance of contact query.
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry
+
1099 Audit List
−
:For non-vouchered invoices, link P.O. receipts and generate product transactions.
+
: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===
 
===Payroll Module===
  
−
Print 941 Schedule B
+
ACA 1094/1095 Export
−
:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
+
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
−
 
 
−
Print W-3 Form
 
−
:'''Updated for 2022 (no changes from 2021.)'''
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
+
:'''Updated to version 2024-R4 (MT state.)'''
  
 
===General===
 
===General===
  
−
File Maintenance
+
System Menu
−
:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
+
:'''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===
 +
 +
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)
 
Keystone REST Server (KServer)
−
:Fix memory leaks when running SELECT query while processing a PUT/POST method.
+
:'''Add ability to specify a log condition and messages at the field level.'''
−
:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
+
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''
−
:Driver API: Optimize Contacts query in notifyordercomplete endpoint.
 
−
:Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
 
−
:Quote API: Optimize Contacts query in Quote endpoint.
 
−
:Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
 
−
:Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
 
−
:Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
 
−
:Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
 
−
:Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
 
  
−
==Build 4.3.3 - 12/27/2022==
+
==Build 4.5.4 - 2/9/2024==
  
−
===Payroll Module===
+
===Accounts Receivable Module===
  
−
Tax Library
+
Import Tickets
−
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
+
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
  
 
===General===
 
===General===
  
−
Windows Client
+
Company Database
−
: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.)
+
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
  
 
===Services===
 
===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)
 
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.)
+
:Add support for "TEST device configuration parameter for CarbonCure ticket export.
−
:'''Add "Condition" property to AutoRun section of endpoint.'''
+
:'''Online E-Ticketing API: Add "customstatuslist" endpoint.'''
−
:Version API: Add endpoint condition for "logquerystats" endpoint.
+
:Windows Client A/R Report API: Filter out void tickets in "ARTicketIngredientExport" and "ARTicketIngredientList" queries.
−
:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
+
:Windows Client Device API v2: Add additional fields to "dispatchevent" endpoint to support CarbonCure dispatch event notification device.
  
−
==Build 4.3.2 - 12/21/2022==
+
==Build 4.5.3 - 1/19/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
 +
 +
Beginning of Day
 +
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)
  
 
Order Maintenance
 
Order Maintenance
−
: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 ability to select order form from a list when clicking the Print button.'''
  
 
Print Orders
 
Print Orders
−
:'''Add ability to print Zone Description the form.'''
+
:'''Add ability to select order form from a list.'''
  
−
Schedule
+
===Ticketing Module===
−
:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
 
  
−
===Ticketing Module===
+
Order Maintenance
 +
:'''Add ability to select order form from a list when clicking the Print button.'''
  
 
Print Orders
 
Print Orders
−
:'''Add ability to print Zone Description the form.'''
+
:'''Add ability to select order form from a list.'''
−
 
 
−
Weigh Truck
 
−
:Force Truck Number to uppercase when adding a new truck on the fly.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
−
 
−
A/R Inquiry
 
−
Cash Posting
 
−
:Use "CASH" (uppercase) when the check number for a payment is blank.
 
−
 
−
Apply Service Charges
 
−
:Force A/R GL to uppercase when adding a new one on the fly.
 
−
: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
 
−
:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
 
−
: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
 
Plant Maintenance
−
:Force Sys Loc to uppercase when adding a new one on the fly.
+
:Prevent user from entering a "Last Tkt #" more than 7 digits.
−
:Force Ship Group to uppercase when adding a new one on the fly.
 
  
−
Product Maintenance
+
Quick Ticket Entry
−
:Force Tax Code to uppercase when adding a new one on the fly.
+
:'''Added Ticket Date as an optional grid column.'''
−
 
 
−
Void Invoice
 
−
:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
 
−
 
 
−
===Inventory Module===
 
−
 
 
−
Inventory Reconciliation
 
−
:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Print Checks
+
Invoice Vouchering
−
:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
+
: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.
−
 
 
−
Vendor Maintenance
 
−
:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
 
−
 
 
−
===Cash Management Module===
 
−
 
 
−
Statement Reconciliation
 
−
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
 
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Setup Company
+
Certified Payroll Report
−
:Force State Code to uppercase when adding a new one on the fly.
+
: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
 
Tax Library
−
:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
+
:'''Updated to version 2024-R2 (MD, ND states.)'''
−
 
 
−
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
+
Form Reports
−
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
+
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
−
 
 
−
System Menu
 
−
:Fix so Query and Location datasets are cached on the client.
 
−
:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
 
−
 
 
−
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.
 
  
 
===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 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.
−
 
 
−
Device Aggregator
 
−
:Fix "Test Link" function crashing the client thread.
 
−
 
 
−
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.
 
−
 
 
−
==Build 4.3.1 - 11/27/2022==
 
−
 
 
−
===Accounts Payable 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
+
==Build 4.5.2 - 1/3/2024==
−
:'''Updated for tax year 2022.'''
 
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
 
  
 
===Payroll Module===
 
===Payroll Module===
  
−
ACA 1094/1095 Export
+
Tax Library
−
:'''Updated for tax year 2022 (no changes.)'''
+
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
−
:'''Add Employee Id selection.'''
 
  
−
Federal & State W-2 Export
+
==Build 4.5.1 - 12/27/2023==
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
−
 
 
−
Print W-2 Forms
 
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
 
 
−
===Cash Management Module===
 
−
 
 
−
Statement Reconciliation
 
−
: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===
  
−
Order Maintenance
+
Beginning of Day
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
−
: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
 
−
:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
 
−
:'''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
+
Beginning of Day
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
 
 
−
Ticket Printing
 
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
: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>
+
Product Maintenance
−
Cash Posting
+
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
+
:'''Add ingredient subtype for admixture ingredients: CO2.'''
  
−
Customer Price Maintenance
+
Ticket Ingredient Export
−
:Improve performance of product lookup.
+
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
−
:Widened "Last Changed" grid column.
 
  
−
Customer Maintenance
+
===Payroll Module===
−
:Improve performance of product lookup.
 
−
:Remove DOT tab (obsolete.)
 
  
−
Delivery Truck Log
+
Tax Library
−
:Do not include sales history from voided/reversal invoices.
+
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
  
−
Group Price Maintenance
+
===General===
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Job Price Maintenance
+
Generic Reports
−
:Improve performance of product lookup.
+
:When calculating the report width take the total width of grouped fields into account.
−
: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
+
===Services===
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Plant Maintenance
+
Keystone REST Server (KServer)
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+
:'''Add "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
−
:Remove "Plant Identifier" on DOT tab (obsolete.)
+
:'''Datatables: Add datatables for CarbonCure ticket export.'''
−
:'''Add state DOT field hint messages.'''
+
:'''Windows Client A/R Reports API: Add endpoints "ARTicketIngredientExport" and "ARTicketIngredientList" to support CarbonCure ticket export.'''
−
: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
+
==Build 4.5 - 12/15/2023==
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:'''Add state DOT field hint messages.'''
 
  
−
Quick Ticket Entry
+
===Year End===
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Sales Tax Rate 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.'''
−
:'''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
+
===Dispatch Module===
−
:Improve performance of quoted job product lookup.
 
−
: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
+
Order Maintenance
−
:Remove DOT tab (obsolete.)
+
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
−
 
 
−
Unit of Measure Maintenance
 
−
:'''Add state DOT field hint messages.'''
 
−
 
 
−
===Inventory Module===
 
−
 
 
−
Enter Inventory Balances<BR>
 
−
Misc. Inv. Transactions<BR>
 
−
Physical Inventory Entry<BR>
 
−
Production Receipts<BR>
 
−
Purchase Receipts
 
−
:Improve performance of stocked product lookup.
 
−
 
 
−
Inventory Reconciliation
 
−
: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.)
 
−
 
 
−
Inventory Transfers
 
−
:Improve performance of stocked product lookup.
 
−
:'''Add F4 search capability to Transfer In product.'''
 
−
 
 
−
===Quote Module===
 
−
 
 
−
Quote Maintenance
 
−
:'''Add state DOT field hint messages.'''
 
−
: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===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry
+
1099 Audit List<BR>
−
:When posting the batch, write check number to G/L transaction table.
+
1099 Class Maintenance<BR>
 +
Federal & State 1099 Export
 +
:'''Add support for 1099-DIV form.'''
  
−
Import Invoices
+
1099 Audit List
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
+
:Print form box numbers on the report instead of the internal box number value.
 +
:'''Print form box description on the report.'''
  
−
Print Checks
+
1099 Class Maintenance
−
:Do not process void invoices with a non-zero To Pay amount.
+
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
  
−
Select Invoices for Payment
+
Federal & State 1099 Export
−
:Fix so saving changes does not update any void invoices.
+
:'''Add F4 search capability to Vendor Id selection criteria.'''
−
 
 
−
===Cash Management Module===
 
−
 
 
−
Statement Reconciliation
 
−
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
 
  
 
===Payroll Module===
 
===Payroll Module===
−
 
−
Employee Maintenance
 
−
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
+
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
−
 
 
−
===Purchase Order Module===
 
−
 
 
−
Purchase Order Maintenance<BR>
 
−
P.O. Receipt Maintenance
 
−
:Improve performance of vendor product lookup.
 
−
 
 
−
===General===
 
−
 
 
−
Setup
 
−
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
 
−
 
 
−
System Menu
 
−
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
 
−
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
 
−
 
 
−
Windows Client
 
−
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
 
−
: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===
 
===Services===
  
−
Device Aggregator
+
Keystone REST Server (KServer)
−
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
+
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
 +
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
  
−
Device Server
+
----
−
:'''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)
+
[[Release Notes for Keystone 4.4.x]]
−
:'''Add ability to specify conditions for actions.'''
 
−
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
 
−
:'''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 4.3.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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