Difference between revisions of "New Keystone Releases"

From GivenHansco Keystone Help
Jump to navigation Jump to search
 
(16 intermediate revisions by the same user not shown)
Line 4: Line 4:
 
<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 4.3.9 - 4/21/2023==
+
==Build 4.5.6 - 4/3/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
Ticket Maintenance
−
:Fix issue where you could the DELETE key would delete system generated order events.
+
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
−
Schedule
+
===Ticketing Module===
−
:Fix issue when doing Quick Order AFTER using View Order it will come up as View Order instead of Order Maintenance.
 
  
−
Truck Demand Graph
+
Ticket Maintenance
−
:Fix "Resource not found" exception when using the Planning function.
+
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Aged Trial Balance
+
A/R Inquiry<BR>
−
:'''Add customer email field to report when using Summary or Detail report type.'''
+
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.)
  
−
Customer Sales by Product Report
+
Driver Maintenance
−
:Change Customer Class and Plant selection to checklist box.
+
: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.
  
−
Print Dunning Letters
+
Email Invoices
−
:'''Add Credit Terms Class selection.'''
+
:Fix to use invoice form specified on Setup tab when emailing invoices (introduced in 4.5.5.)
  
−
Product Maintenance
+
Email Statements
−
:Show "Taxable" field heading when using multiple tax codes.
+
:Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)
  
−
Sales Tax Report
+
Import Tickets
−
:'''Add Tax Method selection (allows separation of tax localities based on gross sales from tax localities based on qty sold.)'''
+
:'''Add ability to convert from one unit of measure to another during batch ticket import.'''
  
−
Truck List
+
Product Maintenance
−
:Fix "Truck Class" dropdown not showing any data.
+
:'''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.
  
−
Void Invoice
+
Ticket History Inquiry<BR>
−
:Fix reversing G/L transaction to always have 'S' for transaction type.
+
Ticket Maintenance
 +
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Import Invoices
+
Print Checks
−
:'''New option added to A/P Invoicing/Checks menu.'''
+
:'''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.)'''
−
:Eliminate blank error dialog when there are no import errors.
 
−
 
 
−
===Purchase Order Module===
 
−
 
 
−
P.O. Receipt Maintenance
 
−
:Do not allow entry of a receipt without a P.O. Number.
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2023-R5 (MI, WV states.)'''
 
−
 
 
−
===Cash Management Module===
 
−
 
 
−
Transaction Entry
 
−
:Fix so batch cannot be posted if any transaction dates are in invalid periods.
 
  
 
===General===
 
===General===
  
−
System Menu
+
Form Reports
−
:'''Add new dialog box prior to displaying the Product Activation dialog with descriptive error message.'''
+
:'''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
 
Device Server
−
:For HaulHub batch weight notification device, send "supplier" field as company name.
+
:'''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)
−
:'''Driver API: Add "cod" field to truckticketinfo endpoint.'''
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to limit number of returned records (default is 200.)
−
:Online Customer Portal API: Fix ContactLookup endpoint to treat email parameter case insensitively.
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to sort the invoices descending by invoice date and invoice number.
−
:Windows Client A/R Report API: Fix ARTruckList endpoint to fix "Truck Class" dropdown not showing any data.
+
:'''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 4.3.8 - 3/3/2023==
+
==Build 4.5.5 - 3/14/2024==
  
−
===Dispatch Module===
+
===New Features===
  
−
Order Maintenance
+
Dispatch Ticket Stack<BR>
−
:'''Add "% Super Plas" (super-plasticizer) field.'''
+
Ticketing Ticket Stack
 +
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
  
−
Re-Print E-Ticket Documents
+
Invoice/Statement Forms by Division
−
:'''New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.'''
+
:'''If you separate your A/R invoices by plant or division, you can now specify an invoice and/or statement form for each division. When printing invoices/statements, the system will automatically switch to the appropriate form for the current division. This eliminates the past requirement to run invoices/statements for each division separately.'''
  
−
Schedule
+
===Dispatch Module===
−
:Fix plant demand graph to include the dispatch time when generating the graph.
 
−
:Fix the double "View Order" buttons on the order popup menu when the user does not have permission to edit orders.
 
−
:Fix issue when entering a Quick Order where if you hover the mouse over the products grid and use the mouse scroll wheel (before entering the Customer Id/Order Id) you would not be able to complete the order.
 
−
:Fix issue where "View Order" allowed products to be deleted from the order.
 
−
:'''Display driver/truck license expiration warnings on ticket stub screen.'''
 
  
−
Truck Demand Graph
+
Edit Ticket Times
−
:'''All backend processing has been moved to the Keystone REST Server.'''
+
:'''Add "Site Mins" optional grid column.'''
−
:Use current date and time when displaying the graph for today.
 
  
−
===Accounts Receivable 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.)
  
−
Print Dunning Letters
+
Order Maintenance<BR>
−
:'''Add Customer Credit Status selection.'''
+
Print Orders
 +
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
  
−
Product Maintenance
+
Order Maintenance<BR>
−
:'''Show Last Produced Date and Last Sale Date on Inventory tab.'''
+
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
Quick Ticket Entry
+
Order Maintenance
−
:Fix product dropdown list not being populated when a customer is entered without a job.
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
  
−
Re-Print A/R Documents
+
Schedule
−
:'''New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.'''
+
:'''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.
  
−
===Inventory Module===
+
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
Production Receipts
+
Ticket Maintenance
−
:Update Last Produced Date field for top-level product.
+
:Fix to use correct security section when called from Ticket Stack.
  
−
===Quote Module===
+
Ticket Printing
 +
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
 +
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
  
−
Quote Maintenance
+
Ticket Stack
−
:'''Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.'''
+
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
  
−
===Payroll Module===
+
===Ticketing Module===
  
−
Employee Maintenance
+
Order Maintenance<BR>
−
:'''Add validation for Social Security Number as per SSA rules.'''
+
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
Tax Library
+
Order Maintenance
−
:'''Updated to version 2023-R3.'''
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
  
−
===General===
+
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.
  
−
Email Forms Options<BR>
+
Re-Print Tickets<BR>
−
Forms Reports
+
Ticket Printing
−
:Fix to select the proper form when two forms are available but the first one is marked inactive.
+
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
−
:'''The form dropdown list will now include the new Description field added to Form Maintenance.'''
 
  
−
Form Maintenance
+
Ticket Printing
−
:'''Add Description field.'''
+
:'''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.
  
−
Windows Client
+
Ticket Stack
−
:Fix issue where the width of a tab that is showing a bold caption would be too narrow and would clip off the end of the caption.
+
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
−
:'''Add "West Virginia" to DOT State dropdown list.'''
 
  
−
===Services===
+
===Accounts Receivable Module===
  
−
Device Server
+
Division Maintenance
−
:'''Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.'''
+
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
−
:'''When sending tickets to ULINK batch control, send order "% Super Plas" field as ULINK fields #87 and #94.'''
 
−
:'''Add "WV" to list of supported states for HaulHub batch weight notification device.'''
 
  
−
Keystone REST Server (KServer)
+
Driver Maintenance
−
:'''Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.'''
+
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''
−
:Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.
 
−
:Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.
 
−
:Driver API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
 
−
:GPS API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
 
−
:'''Windows Client A/R Report API: Add ARDocumentList endpoint.'''
 
−
:'''Windows Client Dispatch API v2: Add new endpoints for truck demand graph.'''
 
−
:'''Windows Client Dispatch Lookup API: Add new endpoints for truck demand graph.'''
 
−
:Windows Client Document Imaging API: Fix rdmDoDocIdx/cdsDocIdx_LinkType endpoint to return all document types when DOC_TYPE parameter is not specified.
 
  
−
==Build 4.3.7 - 1/27/2023==
+
Edit Open Ticket Times
 +
:'''Add "Site Mins" optional grid column.'''
  
−
===Accounts Payable Module===
+
Email Invoices
 +
:'''Add [DivisionName] tag to Setup page.'''
  
−
A/P Federal & State 1099 Export
+
Import Tickets
−
:'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)'''
+
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
  
−
===Payroll Module===
+
Job Price Maintenance
 +
:'''Track field change events for job Taxable and product Taxable fields.'''
  
−
Tax Library
+
Open Ticket Stack<BR>
−
:'''Updated to version 2023-R2a.'''
+
Quick Ticket Entry<BR>
 +
Ticket Maintenance
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
  
−
===General===
+
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.'''
  
−
DataScope
+
Print Invoices<BR>
−
Query Export
+
Re-Print Invoices
−
:'''Queries created by the logged in user will always appear on the query list.'''
+
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
−
:'''Add "Created By" column to the query list.'''
+
:'''Add "Base Product" as a printable invoice field.'''
−
:Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
+
:'''Add "C.O.D." field to report selection criteria.'''
  
−
System Menu
+
Print Statements
−
:Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.
+
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
  
−
===Services===
+
Re-Print Tickets
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
Device Server
+
===Accounts Payable Module===
−
:Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:Change method of determining database cache versions to improve performance.
 
−
 
 
−
==Build 4.3.6 - 1/24/2023==
 
  
−
===Accounts Receivable Module===
+
1099 Audit List
 +
:Apply form minimum amounts to state override values.
  
−
Customer Maintenance
+
===General Ledger Module===
−
:Fix exception "EDBClient Data is read only" when attempting to delete a customer.
 
  
−
Job Price List
+
Account List
−
:'''Add ability to print customer terms description on form (contact support if you need this.)'''
+
:'''Add Division No. field to detail report (if appropriate.)'''
−
 
 
−
Product List
 
−
:Print correct U/M when listing product components.
 
−
 
 
−
===Accounts Payable Module===
 
  
−
Reprint Checks
+
Trial Balance by Month
−
:'''Add Vendor Sequence Code option to report sequence.'''
+
:'''Add "Print Commas in Amounts" user option.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Calculate Payroll
+
ACA 1094/1095 Export
−
: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>)
+
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
  
−
Company Summary Report
+
Tax Library
−
:Fix totals for Social Security Gross not matching other payroll summary reports.
+
:'''Updated to version 2024-R4 (MT state.)'''
  
−
Setup Tax Codes
+
===General===
−
:'''Add drop-down list to Tax Library Id field.'''
 
−
:'''Add hint messages for local taxes.'''
 
  
−
===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
 
Windows Client
−
:'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
+
:When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."
−
:Reduce CPU usage of common logging module.
 
−
:Fix issue introduced in 4.2.6.27 when refreshing client cache.
 
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
Device Aggregator
+
: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
 
−
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 "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
−
:Fix scale reading issue when server is stopped/started.
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
+
:'''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 4.3.5 - 1/13/2023==
+
==Build 4.5.4 - 2/9/2024==
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Job Price Maintenance
+
Import Tickets
−
: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.)
+
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
  
−
===Dispatch Module===
+
===General===
−
 
 
−
Schedule
 
−
:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
 
−
 
 
−
===Payroll Module===
 
  
−
Calculate Payroll
+
Company Database
−
: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>)
+
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
Device Server
−
:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
+
:'''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)
−
:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
+
: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 4.3.4 - 1/9/2023==
+
==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
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:Improve performance of contact query.
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
Ticket Printing
+
Print Orders
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
:'''Add ability to select order form from a list.'''
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:Improve performance of contact query.
 
  
−
Ticket Printing
+
Print Orders
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
:'''Add ability to select order form from a list.'''
−
: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.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
Plant Maintenance
−
:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
+
:Prevent user from entering a "Last Tkt #" more than 7 digits.
  
−
Job Price Maintenance
+
Quick Ticket Entry
−
:Improve performance of contact query.
+
:'''Added Ticket Date as an optional grid column.'''
−
 
 
−
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.'''
 
−
 
 
−
Ticket Maintenance
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
−
 
 
−
===Inventory Module===
 
−
 
 
−
Purchase Receipts
 
−
:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
 
−
 
 
−
===Quote Module===
 
−
 
 
−
Quote Maintenance
 
−
:Improve performance of contact query.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry
+
Invoice Vouchering
−
:For non-vouchered invoices, link P.O. receipts and generate product transactions.
+
:Fix bug where if you entered the same invoice number twice and then fixed it, when you tabbed out it would revert to the duplicate invoice number forcing you to change it twice instead of once.
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Print 941 Schedule B
+
Certified Payroll Report
−
:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
+
:Remove employee address from report.
−
 
+
:Increased width of Link Id column to 10 characters.
−
Print W-3 Form
+
:Fixed Access Violation exception when the "Include Jobs without Payroll History" box was checked.
−
:'''Updated for 2022 (no changes from 2021.)'''
+
:Fixed Employee SSN not clearing when "Include Jobs without Payroll History" box was checked.
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
+
:'''Updated to version 2024-R2 (MD, ND states.)'''
  
 
===General===
 
===General===
  
−
File Maintenance
+
Form Reports
−
:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
+
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
  
 
===Services===
 
===Services===
  
−
Keystone REST Server (KServer)
+
Application Server
−
:Fix memory leaks when running SELECT query while processing a PUT/POST method.
+
: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.
−
:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
 
−
: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 4.5.2 - 1/3/2024==
  
 
===Payroll Module===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
+
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
−
 
 
−
===General===
 
−
 
 
−
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 (improved fix from the previous fix in 4.3.1.1.)
 
−
 
 
−
===Services===
 
−
 
 
−
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 "Condition" property to AutoRun section of endpoint.'''
 
−
:Version API: Add endpoint condition for "logquerystats" endpoint.
 
−
:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
 
  
−
==Build 4.3.2 - 12/21/2022==
+
==Build 4.5.1 - 12/27/2023==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
Beginning of Day
−
: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.)
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
−
 
 
−
Print Orders
 
−
:'''Add ability to print Zone Description the form.'''
 
−
 
 
−
Schedule
 
−
:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Print Orders
+
Beginning of Day
−
:'''Add ability to print Zone Description the form.'''
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
−
 
 
−
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
 
−
:Force Sys Loc to uppercase when adding a new one on the fly.
 
−
:Force Ship Group to uppercase when adding a new one on the fly.
 
  
 
Product Maintenance
 
Product Maintenance
−
:Force Tax Code to uppercase when adding a new one on the fly.
+
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
−
 
+
:'''Add ingredient subtype for admixture ingredients: CO2.'''
−
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===
 
−
 
 
−
Print Checks
 
−
:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
 
−
 
 
−
Vendor Maintenance
 
−
:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
 
  
−
===Cash Management Module===
+
Ticket Ingredient Export
−
 
+
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
−
Statement Reconciliation
 
−
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
 
  
 
===Payroll Module===
 
===Payroll Module===
−
 
−
Setup Company
 
−
:Force State Code to uppercase when adding a new one on the fly.
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
+
:'''Updated to version 2024-R1b (GA, MT, NC, OR 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
+
Generic Reports
−
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
+
:When calculating the report width take the total width of grouped fields into account.
−
 
 
−
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
 
−
:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
 
−
 
−
Device Aggregator
 
−
:Fix "Test Link" function crashing the client thread.
 
  
 
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 "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
−
 
+
:'''Datatables: Add datatables for CarbonCure ticket export.'''
−
==Build 4.3.1 - 11/27/2022==
+
:'''Windows Client A/R Reports API: Add endpoints "ARTicketIngredientExport" and "ARTicketIngredientList" to support CarbonCure ticket export.'''
−
 
 
−
===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
 
−
:'''Updated for tax year 2022.'''
 
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
ACA 1094/1095 Export
 
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
−
 
 
−
Federal & State W-2 Export
 
−
:'''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===
+
==Build 4.5 - 12/15/2023==
  
−
Statement Reconciliation
+
===Year End===
−
: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==
+
'''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===
 
===Dispatch Module===
  
 
Order Maintenance
 
Order Maintenance
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
−
: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===
 
−
 
 
−
Order Maintenance
 
−
: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.
 
−
 
 
−
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===
 
−
 
 
−
A/R Inquiry<BR>
 
−
Cash Posting
 
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
 
−
 
 
−
Customer Price Maintenance
 
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
−
 
 
−
Customer Maintenance
 
−
:Improve performance of product lookup.
 
−
:Remove DOT tab (obsolete.)
 
−
 
 
−
Delivery Truck Log
 
−
:Do not include sales history from voided/reversal invoices.
 
−
 
 
−
Group Price Maintenance
 
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
−
 
 
−
Job Price Maintenance
 
−
: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
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
 
 
−
Plant Maintenance
 
−
:'''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
 
−
:'''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
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
 
 
−
Sales Tax Rate Maintenance
 
−
:'''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
 
−
: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
 
−
:Remove DOT tab (obsolete.)
 
−
 
 
−
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
−
Import Invoices
+
:'''Add support for 1099-DIV form.'''
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
 
  
−
Print Checks
+
1099 Audit List
−
:Do not process void invoices with a non-zero To Pay amount.
+
:Print form box numbers on the report instead of the internal box number value.
 +
:'''Print form box description on the report.'''
  
−
Select Invoices for Payment
+
1099 Class Maintenance
−
:Fix so saving changes does not update any void invoices.
+
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
  
−
===Cash Management Module===
+
Federal & State 1099 Export
−
 
+
:'''Add F4 search capability to Vendor Id selection criteria.'''
−
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

Retrieved from "http://104.43.204.248/wiki/index.php?title=New_Keystone_Releases&oldid=1555"