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 4.4 - 10/13/2023==
+
==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===
 +
 
 +
A/R Inquiry<BR>
 +
Cash Posting
 +
:Fix to use selected invoice/statement form when printing invoice/statement (introduced in 4.5.5.)
 +
 
 +
Customer Maintenance
 +
:Fix to use selected statement form when printing statement (introduced in 4.5.5.)
 +
 
 +
Driver Maintenance
 +
:Highlight invalid email address on the Call-In tab.
 +
:Verify that the correct fields are filled in on the Call-In tab when saving changes.
 +
 
 +
Email Invoices
 +
:Fix to use invoice form specified on Setup tab when emailing invoices (introduced in 4.5.5.)
 +
 
 +
Email Statements
 +
:Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)
 +
 
 +
Import Tickets
 +
:'''Add ability to convert from one unit of measure to another during batch ticket import.'''
 +
 
 +
Product Maintenance
 +
:'''Add new product types: Asphalt, Block.'''
 +
:Significant performance improvement particularly with a large number of products.
 +
:Limit product lookup list/search list to a maximum of 200 products.
 +
:Fix F4 search issue in G/L account dropdown lists where the wrong account types were shown.
 +
 
 +
Ticket History Inquiry<BR>
 +
Ticket Maintenance
 +
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 +
 
 +
===Accounts Payable Module===
 +
 
 +
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===
 
===New Features===
  
−
System-wide Events
+
Dispatch Ticket Stack<BR>
−
:'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''
+
Ticketing Ticket Stack
−
 
+
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
−
Online Payments
 
−
:'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''
 
  
−
DOT E-Tickets
+
Invoice/Statement Forms by Division
−
:'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''
+
:'''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===
  
−
Cash Payment Entry
+
Edit Ticket Times
−
:'''Add order event when a payment is posted.'''
+
:'''Add "Site Mins" optional grid column.'''
  
−
Driver Hours Report
+
Export Tickets to Accounting
−
:'''Add "Sequence Code" report sequence option.'''
+
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)
  
−
Event Type Maintenance
+
Order Maintenance<BR>
−
:Option removed from Dispatch File Maintenance menu.
+
Print Orders
 +
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
  
−
Order Audit Trail
+
Order Maintenance<BR>
−
:Adjustments made for new events and event types.
+
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
−
:Fix issue where plant default tax authority not set properly when adding a new order.
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
 
−
:'''Add "User Id" column to the ticket history grid.'''
 
−
:'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
 
−
:'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
 
−
:Allow deleting orders that have events.
 
−
:'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
 
−
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
 
−
:'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Print Orders
+
Schedule
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
:'''Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.'''
 +
:'''Add ability to go to previous day using the '-' key and the next day using the '+' key.'''
 +
:'''Add order event when an order is set to Will Call or when a load is shipped on a will-call order (will-call is cleared.)'''
 +
:'''Add Qty Delivered/Qty Ordered next to Plant Number in "Plt" column on schedule grid.'''
 +
:'''Display order color description when hovering over the "Order" column.'''
 +
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
 +
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
 +
 
 +
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
−
Schedule
+
Ticket Maintenance
−
:'''Add "Void Ticket" button to start the option directly from the schedule.'''
+
:Fix to use correct security section when called from Ticket Stack.
  
 
Ticket Printing
 
Ticket Printing
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
+
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
+
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
Ticket Stack
−
:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.
+
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
  
 
===Ticketing Module===
 
===Ticketing Module===
 +
 +
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
−
:'''Add Events tab.'''
+
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Allow deleting orders that have events.
 
−
:'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
 
−
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Print Orders
+
Order Stack
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
 +
:Fix issue where you could get stuck in the Truck No. field on the stub screen after entering a non-existent truck.
 +
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
 +
 
 +
Re-Print Tickets<BR>
 +
Ticket Printing
 +
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
  
 
Ticket Printing
 
Ticket Printing
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
+
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
+
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
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===
  
−
Aged Trial Balance
+
Division Maintenance
−
:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
+
:'''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<BR>
 +
Quick Ticket Entry<BR>
 +
Ticket Maintenance
 +
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 +
 
 +
Open Ticket Stack
 +
:'''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<BR>
 +
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."
  
−
Cash Posting<BR>
+
===Services===
−
Cash Posting Register
 
−
:'''Allowance Code field length increased to 10 characters.'''
 
  
−
Credit Card Pre-Approval
+
Application Server
−
:Updated to use the new system-wide events.
+
: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.
  
−
Customer Maintenance
+
Device Server
−
:'''Add Events tab.'''
+
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
−
:'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
+
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
+
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.'''
  
−
Customer Price Maintenance
+
==Build 4.5.4 - 2/9/2024==
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
 
−
:Remove Customer Maintenance security requirements for adding new prices and deleting prices.
 
  
−
Driver List
+
===Accounts Receivable Module===
−
:'''Add "License Type" field and "Sequence Code" report sequence option.'''
 
  
−
Driver Maintenance
+
Import Tickets
−
:'''Add "License Type" and "Sequence Code" fields.'''
+
: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.)
  
−
Driver Productivity Report
+
===Services===
−
:'''Add "Sequence Code" report sequence option.'''
 
  
−
Group Price Maintenance
+
Device Server
−
:'''Add Events tab.'''
+
:'''Add support for CarbonCure Dispatch Event Notification device.'''
−
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''
+
:'''Add support for Digital Fleet XML Batch Control device.'''
 +
:Change default root URL for Holcim/Concretely Dispatch Event Notification device.
  
−
Job Price Maintenance
+
Keystone REST Server (KServer)
−
:'''Add "Src" (price source) column to products grid.'''
+
:Add support for "TEST device configuration parameter for CarbonCure ticket export.
−
:'''Add "DOT Job Mix Year" column to products grid.'''
+
:'''Online E-Ticketing API: Add "customstatuslist" endpoint.'''
−
:'''Add Events tab.'''
+
:Windows Client A/R Report API: Filter out void tickets in "ARTicketIngredientExport" and "ARTicketIngredientList" queries.
−
:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
+
:Windows Client Device API v2: Add additional fields to "dispatchevent" endpoint to support CarbonCure dispatch event notification device.
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
 
−
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Job Prices List
+
==Build 4.5.3 - 1/19/2024==
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
 
  
−
Owner List<BR>
+
===Dispatch Module===
−
Owner Maintenance
 
−
:'''Add "Insurance Exp" field.'''
 
  
−
Plant Maintenance
+
Beginning of Day
−
:'''Add "Zone" to Defaults tab.'''
+
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)
−
:'''Add "Force Print Prices" to Ticketing tab.'''
 
−
:'''Add "Force Zone Required" to Ticketing tab.'''
 
  
−
Product Maintenance
+
Order Maintenance
−
:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
+
:'''Add ability to select order form from a list when clicking the Print button.'''
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
 
−
:'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''
 
  
−
Sales Inquiry
+
Print Orders
−
:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
+
:'''Add ability to select order form from a list.'''
  
−
Ticket Maintenance
+
===Ticketing Module===
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.
 
  
−
===Inventory Module===
+
Order Maintenance
 +
:'''Add ability to select order form from a list when clicking the Print button.'''
  
−
Inventory Reconciliation
+
Print Orders
−
:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
+
:'''Add ability to select order form from a list.'''
  
−
===Quote Module===
+
===Accounts Receivable Module===
  
−
Quote Maintenance
+
Plant Maintenance
−
:'''Add an event when quote is emailed or printed.'''
+
:Prevent user from entering a "Last Tkt #" more than 7 digits.
−
:'''Add "Src" (price source) column to products grid.'''
 
−
:'''Add "DOT Job Mix Year" column to products grid.'''
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
 
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
 
−
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Print Quotes
+
Quick Ticket Entry
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
+
:'''Added Ticket Date as an optional grid column.'''
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry<BR>
 
 
Invoice Vouchering
 
Invoice Vouchering
−
:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
+
: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.
−
:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
+
 
 +
===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.
  
−
Invoice Batch List
+
==Build 4.5.2 - 1/3/2024==
−
:'''Add "Qty" and "U/M" fields to J/C detail section.'''
 
  
−
Vendor Maintenance
+
===Payroll Module===
−
:'''Add "Email P.O." option on the Contacts grid.'''
 
  
−
===Purchase Order Module===
+
Tax Library
 +
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
  
−
Print Purchase Orders
+
==Build 4.5.1 - 12/27/2023==
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
 
  
−
Purchase Order Maintenance
+
===Dispatch Module===
−
:The "Ordered" field can no longer be left blank.
 
  
−
Purchase Receipt Entry<BR>
+
Beginning of Day
−
Purchase Receipt Maintenance
+
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
−
:'''Add date protection for "Date Rcvd" field.'''
 
−
:The "Date Rcvd" can no longer be left blank.
 
  
−
Setup Periods
+
===Ticketing Module===
−
:'''New option added to Purchase Order Setup/Utilities menu.'''
 
  
−
===General Ledger 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.'''
  
−
Account Maintenance
+
Ticket Ingredient Export
−
:'''Add Events tab.'''
+
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
−
:'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''
 
  
 
===Payroll Module===
 
===Payroll Module===
−
 
−
Employee Maintenance
 
−
:'''Add "License #" field.'''
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R11 (IN, OH states.)'''
+
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
  
 
===General===
 
===General===
  
−
Batch Maintenance
+
Generic Reports
−
:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
+
: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.
  
−
DataScope<BR>
+
===Accounts Payable Module===
−
Query Export
 
−
:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
 
  
−
System Menu
+
1099 Audit List<BR>
−
:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
+
1099 Class Maintenance<BR>
−
:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
+
Federal & State 1099 Export
−
:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
+
:'''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===
  
−
Windows Client
+
Tax Library
−
:Fix Help->Quick Support to work correctly with the new GivenHansco website.
+
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
  
 
===Services===
 
===Services===
−
 
−
Device Server
 
−
:'''Finalized Holcim Cement dispatch notification device.'''
 
−
:'''Add several new fields to HaulHub dispatch event notification device.'''
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Add datatables "dotstates", "dothints" and "dotmatclass".
+
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
−
:Fix datatable parsing to properly represent null values.
+
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
−
:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
 
−
:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
 
−
:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
 
−
:Windows Client System Methods API: Add "getnexteventlink" endpoint.
 
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 4.4.x]]
  
 
[[Release Notes for Keystone 4.3.x]]
 
[[Release Notes for Keystone 4.3.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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