Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
==Build 4.3.12 - 8/8/2023==
+
==Build 4.6.1 - 5/14/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
 
Order Maintenance
 
Order Maintenance
:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
+
:Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.)
:Do not allow the delivery date/time to be changed on an order when there are voided loads that have not yet returned to the plant.
+
:Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.
:Do not allow the order to be cancelled when there are voided loads that have not yet returned to the plant.
 
  
Ticket Printing
+
Reprint Tickets
:'''Add ability to print mix design detail section for the line 1 product.'''
+
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
:Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
 
  
===Ticketing Module===
+
Schedule
 
+
:Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.
Ticket Printing
+
:Do not include orders (both on the order grid and in the schedule totals) where the order's plant does not allow tickets to be generated.
:'''Add ability to print mix design detail section for the line 1 product.'''
+
:Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.
:Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
+
:Fix exception "cdsDIScheduleGrid: Field LD_LOAD_NO not found" when using the "Ship to Same Order" option on the truck popup menu (introduced in 4.6.)
 
 
===Accounts Receivable Module===
 
 
 
Email Invoices<BR>
 
Email Orders<BR>
 
Email Statements
 
:Fix "too many login attempts" exception when using GMail (Google Mail.)
 
 
 
Import Tickets
 
:'''Provide ability to specify a default Tax Authority translation.'''
 
:If there is no entry in the Tax Authority translation table for the source tax authority, truncate the source to 4 characters to avoid a string overflow exception.
 
 
 
Job Price Maintenance
 
:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
 
 
 
Void Invoice
 
:Fix generated GLTTRX cash transactions so that the CHECK_NO field has the correct invoice number being voided.
 
:Fix generated GLTTRX cash transactions so that the SOURCE_TRANS_TYPE field has the correct values (CV/CR.)
 
:Fix generated GLTTRX cash transactions so that the BANK_NO field is empty.
 
 
 
===Quote Module===
 
 
 
Quote Maintenance
 
:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
 
 
 
===Accounts Payable Module===
 
 
 
Handwritten Check Entry
 
:Do not allow entry of Check Date that is prior to Invoice Date.
 
 
 
Print Checks
 
:Add error message if Check Date is prior to any Invoice Date.
 
 
 
===Purchase Order Module===
 
 
 
P.O. Receipt Entry
 
:Update on-screen totals when Receive All button clicked.
 
 
 
===Payroll Module===
 
 
 
Company Summary Report
 
:The monthly/quaterly totals were calculating incorrectly.
 
 
 
Email Direct Deposit Stubs
 
:Fix "too many login attempts" exception when using GMail (Google Mail.)
 
 
 
Tax Library
 
:'''Updated to version 2023-R8b (AR, IL, ND states.)'''
 
 
 
Workers Compensation Report
 
:Widen the "Pay" columns to print up to 9 digits to the left of the decimal.
 
 
 
===Services===
 
 
 
Device Server
 
:Cidra Dispatch Notification Device: Log response when REST exception occurs.
 
:Cidra Dispatch Notification Device: Do not send empty date/time fields.
 
:Cidra Dispatch Notification Device: Return item status value to resolve aggregator error.
 
:'''HaulHub Dispatch Notification Device: Add "quantity_shipped_today" and "quantity_ordered" fields.'''
 
:'''Holcim Dispatch Notification Device: New device added.'''
 
 
 
Keystone REST Server (KServer)
 
:Windows Client Device API v2: Fix "LoadNumber" field to return the correct value for the dispatchevent endpoint.
 
 
 
==Build 4.3.11 - 6/13/2023==
 
 
 
===Dispatch Module===
 
 
 
Mix Design Maintenance
 
:'''Add system option to control editability by ingredient type.'''
 
:Do not show Vendor Products tab when A/P is active.
 
 
 
===Payroll Module===
 
 
 
Tax Library
 
:'''Updated to version 2023-R7 (ID state.)'''
 
 
 
===Services===
 
 
 
Device Server
 
:Fix issue where scale would always read as "oCAP" when not using the EOLHEX device parameter (introduced in 4.3.9.5.)
 
 
 
Keystone REST Server (KServer)
 
:'''Add SQLite database support.'''
 
 
 
==Build 4.3.10 - 6/2/2023==
 
 
 
===Accounts Receivable Module===
 
 
 
Print Invoices<BR>
 
Reprint Invoices
 
:'''When including e-ticket images, a new capability has been added to print all pages of the e-ticket document instead of just the first page. Please contact support if you need this.'''
 
 
 
===Dispatch Module===
 
 
 
End of Day
 
:Only allow entry of an ending value for Ticket Date.
 
 
 
Mix Design Maintenance
 
:'''New option added to the Dispatch File Maintenance menu which allows editing of mix designs.'''
 
  
 
Ticket Printing
 
Ticket Printing
:'''Allow security control of fields/buttons on ticket stub screen.'''
+
:When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
:'''Add new conditional fields for product types.'''
+
:'''Add ability to configure separate forms/printers by scale device on the Printer Setup dialog.'''
 +
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
 +
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
  
 
===Ticketing Module===
 
===Ticketing Module===
 
End of Day
 
:Only allow entry of an ending value for Ticket Date.
 
  
 
Ticket Printing
 
Ticket Printing
:'''Allow security control of fields/buttons on ticket stub screen.'''
+
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
:'''Add new conditional fields for product types.'''
 
 
 
===Quote Module===
 
 
 
Quote Maintenance
 
:Fix "Book Job" and "Rebook Job" to copy all three Tax Code fields (previously just copied the first one.)
 
 
 
===Payroll Module===
 
 
 
SUTA E-File Export
 
:'''Updated export format for WA state for 2023.'''
 
 
 
Tax Library
 
:'''Updated to version 2023-R6 (UT state.)'''
 
 
 
===Purchase Order Module===
 
 
 
P.O. Receipt Entry
 
:Fix warning "P.O. Number is required" when trying to save the P.O. receipt.
 
 
 
===General===
 
 
 
Company Database
 
:Fix ARP_TICKETS procedure to ignore sales history tickets for voided/reversal invoices.
 
 
 
NTEP Certification
 
:'''NTEP certification number now shown on startup screen and system information dialog.'''
 
:'''Scale weights are now NTEP compliant (lowercase unit of measure, show weight as received from scale.)'''
 
 
 
===Services===
 
 
 
Device Aggregator
 
:Fix issue when applying device map changes involving multiple companies, where one company has applied its database upgrade but the other(s) have not.
 
 
 
Device Server
 
:Scale devices: Improve handling where EOLHEX is specified.
 
:'''Scale devices: Add support for "over-capacity" indicator.'''
 
:Dispatch Event devices: Fix potential memory leak after processing commands.
 
:'''Added new HaulHub Dispatch Event device.'''
 
:'''Added new Cidra Smarthatch Dispatch Event device.'''
 
:Fix memory leak for most devices when a failure occurs while opening the communication link.
 
 
 
Keystone REST Server (KServer)
 
:Windows Client Device API v2: Modify "dispatchevent" endpoint to properly handle null/empty Truck GPS Unit Id.
 
:Windows Client Device API v2: Modify "dispatchevent" endpoint to support HaulHub dispatch event notifications.
 
 
 
==Build 4.3.9 - 4/21/2023==
 
 
 
===Dispatch Module===
 
 
 
Order Maintenance
 
:Fix issue where you could the DELETE key would delete system generated order events.
 
 
 
Schedule
 
:Fix issue when doing Quick Order AFTER using View Order it will come up as View Order instead of Order Maintenance.
 
 
 
Truck Demand Graph
 
:Fix "Resource not found" exception when using the Planning function.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
Aged Trial Balance
+
Automatic Product Maintenance
:'''Add customer email field to report when using Summary or Detail report type.'''
+
:'''Add "Copy Automatic Product" button to the product edit page.'''
 +
:Fix so Cancel button on the main screen cancels changes.
 +
:Fix so Cancel button when adding a new automatic product cancels the add.
  
Customer Sales by Product Report
+
Cash Posting
:Change Customer Class and Plant selection to checklist box.
+
:'''Add Contacts tab.'''
  
Print Dunning Letters
+
Email Statements
:'''Add Credit Terms Class selection.'''
+
:Fix to properly configure job, plant or division separation.
 +
:Fix to properly update email status when plant or division separation is active.
 +
:Generate unique PDF filename when plant or division separation is active.
 +
:Allow blank Statement Form Id and maintain this setting from run to run.
 +
:When separating by division, properly handle blank for "Only Division" dropdown.
  
Product Maintenance
+
Print Statements
:Show "Taxable" field heading when using multiple tax codes.
+
:Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form.
 +
:When resetting the form at Preview/Print time, always load the form after changing the form to the division-specific form (introduced in 4.6.)
 +
:Fix aging, discount, finance charge and statement totals when separating by job, plant or division.
 +
:Fix initial form setting at start of report.
  
 
Sales Tax Report
 
Sales Tax Report
:'''Add Tax Method selection (allows separation of tax localities based on gross sales from tax localities based on qty sold.)'''
+
:Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.
 
 
Truck List
 
:Fix "Truck Class" dropdown not showing any data.
 
 
 
Void Invoice
 
:Fix reversing G/L transaction to always have 'S' for transaction type.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
Import Invoices
+
Aged Trial Balance Export
:'''New option added to A/P Invoicing/Checks menu.'''
+
:'''New option added to the A/P Data Exports menu.'''
:Eliminate blank error dialog when there are no import errors.
 
  
===Purchase Order Module===
+
===General Ledger Module===
  
P.O. Receipt Maintenance
+
Print Financial Statement Format
:Do not allow entry of a receipt without a P.O. Number.
+
:Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
  
 
===Payroll Module===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
:'''Updated to version 2023-R5 (MI, WV states.)'''
+
:'''Updated to version 2024-R6.'''
 
 
===Cash Management Module===
 
 
 
Transaction Entry
 
:Fix so batch cannot be posted if any transaction dates are in invalid periods.
 
  
 
===General===
 
===General===
  
System Menu
+
Company Database
:'''Add new dialog box prior to displaying the Product Activation dialog with descriptive error message.'''
+
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.
 
 
===Services===
 
  
Device Server
+
Form Reports
:For HaulHub batch weight notification device, send "supplier" field as company name.
+
:If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.
  
Keystone REST Server (KServer)
+
File Maintenance
:'''Driver API: Add "cod" field to truckticketinfo endpoint.'''
+
:Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)
:Online Customer Portal API: Fix ContactLookup endpoint to treat email parameter case insensitively.
 
:Windows Client A/R Report API: Fix ARTruckList endpoint to fix "Truck Class" dropdown not showing any data.
 
 
 
==Build 4.3.8 - 3/3/2023==
 
 
 
===Dispatch Module===
 
 
 
Order Maintenance
 
:'''Add "% Super Plas" (super-plasticizer) field.'''
 
 
 
Re-Print E-Ticket Documents
 
:'''New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.'''
 
 
 
Schedule
 
: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
 
:'''All backend processing has been moved to the Keystone REST Server.'''
 
:Use current date and time when displaying the graph for today.
 
 
 
===Accounts Receivable Module===
 
 
 
Print Dunning Letters
 
:'''Add Customer Credit Status selection.'''
 
 
 
Product Maintenance
 
:'''Show Last Produced Date and Last Sale Date on Inventory tab.'''
 
 
 
Quick Ticket Entry
 
:Fix product dropdown list not being populated when a customer is entered without a job.
 
 
 
Re-Print A/R Documents
 
:'''New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.'''
 
 
 
===Inventory Module===
 
 
 
Production Receipts
 
:Update Last Produced Date field for top-level product.
 
 
 
===Quote Module===
 
 
 
Quote Maintenance
 
:'''Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.'''
 
 
 
===Payroll Module===
 
 
 
Employee Maintenance
 
:'''Add validation for Social Security Number as per SSA rules.'''
 
 
 
Tax Library
 
:'''Updated to version 2023-R3.'''
 
 
 
===General===
 
 
 
Email Forms Options<BR>
 
Forms Reports
 
:Fix to select the proper form when two forms are available but the first one is marked inactive.
 
:'''The form dropdown list will now include the new Description field added to Form Maintenance.'''
 
 
 
Form Maintenance
 
:'''Add Description field.'''
 
 
 
Windows Client
 
: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.
 
:'''Add "West Virginia" to DOT State dropdown list.'''
 
  
 
===Services===
 
===Services===
 
Device Server
 
:'''Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.'''
 
:'''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)
 
Keystone REST Server (KServer)
:'''Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.'''
+
:Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
:Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.
+
:Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.
:Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.
+
:Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
: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==
+
==Build 4.6 - 5/3/2024==
  
===Accounts Payable Module===
+
===New Features===
  
A/P Federal & State 1099 Export
+
Dispatch Split Orders
:'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)'''
+
:'''When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)'''
  
===Payroll Module===
+
Dispatch Orders can no longer be deleted
 +
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''
  
Tax Library
+
Re-Send Dispatch Event Notifications
:'''Updated to version 2023-R2a.'''
+
:'''A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.'''
  
===General===
+
Sending Tickets to Batch Controls
 +
:'''A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.'''
  
DataScope
+
===Dispatch Module===
Query Export
 
:'''Queries created by the logged in user will always appear on the query list.'''
 
:'''Add "Created By" column to the query list.'''
 
:Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
 
  
System Menu
+
Mix Design Maintenance
:Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.
+
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
  
===Services===
+
Order Maintenance
 +
:'''Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.'''
 +
:'''Do not allow orders to be deleted.'''
 +
:'''Require reason when the order status is changed to "Cancelled".'''
 +
:'''Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.'''
 +
:'''Add shading to non-editable fields on Loads grid.'''
 +
:'''Add ability to override a load's scheduled plant.'''
 +
:'''Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.'''
 +
:'''Add support for Split Orders (see New Features above.)'''
 +
:'''When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)'''
 +
:'''Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.'''
  
Device Server
+
Order Maintenance<BR>
:Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)
+
Ticket Maintenance
 +
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
  
Keystone REST Server (KServer)
+
Order Maintenance<BR>
:Change method of determining database cache versions to improve performance.
+
Ticket Printing
 
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
==Build 4.3.6 - 1/24/2023==
 
 
 
===Accounts Receivable Module===
 
 
 
Customer Maintenance
 
:Fix exception "EDBClient Data is read only" when attempting to delete a customer.
 
 
 
Job Price List
 
:'''Add ability to print customer terms description on form (contact support if you need this.)'''
 
 
 
Product List
 
:Print correct U/M when listing product components.
 
 
 
===Accounts Payable Module===
 
 
 
Reprint Checks
 
:'''Add Vendor Sequence Code option to report sequence.'''
 
 
 
===Payroll Module===
 
 
 
Calculate Payroll
 
: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>)
 
 
 
Company Summary Report
 
:Fix totals for Social Security Gross not matching other payroll summary reports.
 
 
 
Setup Tax Codes
 
:'''Add drop-down list to Tax Library Id field.'''
 
:'''Add hint messages for local taxes.'''
 
 
 
===General===
 
 
 
Windows Client
 
:'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
 
:Reduce CPU usage of common logging module.
 
:Fix issue introduced in 4.2.6.27 when refreshing client cache.
 
 
 
===Services===
 
 
 
Application Server
 
Device Aggregator
 
Device Server
 
Keystone REST Server (KServer)
 
:Reduce CPU usage of common logging module.
 
:Improve thread-safety of region-based functions.
 
 
 
Device Server
 
:Reduce CPU usage for scales that can be read a line at a time.
 
:Fix scale reading issue when server is stopped/started.
 
 
 
Keystone REST Server (KServer)
 
:'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
 
 
 
==Build 4.3.5 - 1/13/2023==
 
 
 
===Accounts Receivable Module===
 
 
 
Job Price Maintenance
 
: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.)
 
 
 
===Dispatch Module===
 
  
 
Schedule
 
Schedule
:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
+
:'''Add order event for Swap Truck.'''
 +
:'''Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.'''
 +
:'''Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.'''
 +
:'''Add hover hint on truck status to show batch control error message.'''
 +
:'''Set WillCall Release Time field when a W/C order is shipped.'''
 +
:'''Truck grids now sort on plant and truck number by default.'''
 +
:'''Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)'''
 +
:After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.
  
===Payroll Module===
+
Schedule<BR>
 +
Ticket Maintenance<BR>
 +
Ticket Printing<BR>
 +
Ticket Stack<BR>
 +
Weigh Truck
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
Calculate Payroll
+
Ticket Maintenance
: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>)
+
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
 
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
===Services===
 
  
Device Aggregator
+
Ticket Maintenance<BR>
:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
+
Ticket Stack
 
+
:'''Allow editing of the HOLD field.'''
Keystone REST Server (KServer)
 
:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
 
 
 
==Build 4.3.4 - 1/9/2023==
 
 
 
===Dispatch Module===
 
 
 
Order Maintenance
 
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
 
:Improve performance of contact query.
 
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
 
Ticket Printing
 
Ticket Printing
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
:Eliminate unnecessary re-querying of plant, job price and zone data.
+
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
 +
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
 +
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
  
 
===Ticketing Module===
 
===Ticketing Module===
  
Order Maintenance
+
Order Maintenance<BR>
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
Ticket Maintenance
:Improve performance of contact query.
+
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
  
 +
Order Maintenance<BR>
 
Ticket Printing
 
Ticket Printing
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
: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===
 
  
Customer Maintenance
+
Order Stack
:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
+
:'''Add order CUSTOM_1 field as an optional grid field.'''
 
 
Job Price Maintenance
 
:Improve performance of contact query.
 
 
 
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===
 
 
 
Handwritten Check Entry
 
:For non-vouchered invoices, link P.O. receipts and generate product transactions.
 
 
 
===Payroll Module===
 
 
 
Print 941 Schedule B
 
:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
 
 
 
Print W-3 Form
 
:'''Updated for 2022 (no changes from 2021.)'''
 
 
 
Tax Library
 
:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
 
 
 
===General===
 
 
 
File Maintenance
 
:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
 
 
 
===Services===
 
 
 
Keystone REST Server (KServer)
 
:Fix memory leaks when running SELECT query while processing a PUT/POST method.
 
: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==
 
 
 
===Payroll Module===
 
 
 
Tax Library
 
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND 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==
 
 
 
===Dispatch Module===
 
 
 
Order Maintenance
 
:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
 
 
 
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===
 
 
 
Print Orders
 
:'''Add ability to print Zone Description the form.'''
 
  
 +
Order Stack<BR>
 +
Ticket Maintenance<BR>
 +
Ticket Printing<BR>
 +
Ticket Stack<BR>
 
Weigh Truck
 
Weigh Truck
:Force Truck Number to uppercase when adding a new truck on the fly.
+
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
 
===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
 
:Force Tax Code to uppercase when adding a new one on the fly.
 
 
 
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===
 
 
 
Statement Reconciliation
 
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
 
 
 
===Payroll Module===
 
 
 
Setup Company
 
:Force State Code to uppercase when adding a new one on the fly.
 
 
 
Tax Library
 
:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
 
 
 
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===
 
 
 
Keystone Setup
 
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
 
 
 
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===
 
 
 
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)
 
:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
 
 
 
==Build 4.3.1 - 11/27/2022==
 
 
 
===Accounts Payable Module===
 
 
 
Federal & State 1099 Export
 
:'''Updated for tax year 2022.'''
 
:'''Remove IA_BEN payer element (not required for 2022.)'''
 
:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
 
:'''Add Vendor Id selection.'''
 
 
 
Print 1099 Forms
 
:'''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===
 
 
 
Statement Reconciliation
 
:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
 
 
 
==Build 4.3 - 11/18/2022==
 
 
 
===Dispatch Module===
 
 
 
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.
 
: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.'''
 
  
 +
Order Stack<BR>
 
Ticket Printing
 
Ticket Printing
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
:'''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===
+
Ticket Maintenance
 +
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
 +
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
  
Order Maintenance
+
Ticket Maintenance<BR>
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
Ticket Stack
:Improve performance of quoted job product lookup.
+
:'''Allow editing of the HOLD field.'''
:Improve performance of job lookup by loading jobs for current customer only.
 
  
 
Ticket Printing
 
Ticket Printing
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
+
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
:Improve performance of quoted job product lookup.
+
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
:Improve performance of job lookup by loading jobs for current customer only.
+
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
A/R Inquiry<BR>
+
Job Price Maintenance
Cash Posting
+
:Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
  
Customer Price Maintenance
+
Open Ticket Stack<BR>
:Improve performance of product lookup.
+
Ticket Maintenance<BR>
:Widened "Last Changed" grid column.
+
Truck Maintenance
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
Customer Maintenance
+
Plant Maintenance
:Improve performance of product lookup.
+
:'''Add Events tab.'''
:Remove DOT tab (obsolete.)
+
:'''Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.'''
 
+
:'''Add "Allow Tickets" checkbox.'''
Delivery Truck Log
+
:Require access code to activate an inactive plant.
:Do not include sales history from voided/reversal invoices.
+
:Require access code to change Allow Tickets from unchecked to checked.
  
Group Price Maintenance
+
Print Invoices
:Improve performance of product lookup.
+
:Fix invoice separation by division.
:Widened "Last Changed" grid column.
 
  
Job Price Maintenance
+
Print Statements
:Improve performance of product lookup.
+
:'''Add options to properly separate by job, plant, division.'''
:Improve performance of job lookup by loading jobs for current customer only.
+
:'''Save the selections in the Division/Plant/Job dropdowns from run to run.'''
: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.
+
:Eliminate Customer/Job report sequence option.
: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
 
Product Maintenance
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+
:'''Add field change events for the Tax Code fields.'''
:'''Add state DOT field hint messages.'''
+
:'''Auto-fill Base Product and Plant fields when adding a new product.'''
 +
:Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
 +
:Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
 +
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
  
Quick Ticket Entry
+
Sales Tax Report
:Improve performance of quoted job product lookup.
+
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''
: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
 
Ticket Maintenance
:Improve performance of quoted job product lookup.
+
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
:Improve performance of job lookup by loading jobs for current customer only.
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
: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
 
Truck Maintenance
:Remove DOT tab (obsolete.)
+
:'''Add "Description" field.'''
 
 
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
+
A/P Inquiry
:When posting the batch, write check number to G/L transaction table.
+
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''
  
Import Invoices
+
Print Checks<BR>
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
+
Re-Print Checks<BR>
 
+
Vendor List<BR>
Print Checks
+
Vendor Maintenance<BR>
:Do not process void invoices with a non-zero To Pay amount.
+
Void Checks<BR>
 
+
Void Invoices
Select Invoices for Payment
+
:'''Add "Country" field.'''
:Fix so saving changes does not update any void invoices.
 
 
 
===Cash Management Module===
 
 
 
Statement Reconciliation
 
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
 
  
 
===Payroll Module===
 
===Payroll Module===
 
Employee Maintenance
 
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 
  
 
Tax Library
 
Tax Library
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
+
:'''Updated to version 2024-R5 (VA state.)'''
 
 
===Purchase Order Module===
 
 
 
Purchase Order Maintenance<BR>
 
P.O. Receipt Maintenance
 
:Improve performance of vendor product lookup.
 
  
 
===General===
 
===General===
  
Setup
+
Form Maintenance
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
+
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
  
System Menu
+
Form Reports
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
+
:Do not use forms in the company database that are marked Inactive.
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
+
:'''Allow special Unicode characters when printing text on forms.'''
  
 
Windows Client
 
Windows Client
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
+
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
+
:'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
 +
:File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
 +
:File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.
  
 
===Services===
 
===Services===
  
Device Aggregator
+
Application Server
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
+
:Disable KServer access to database being upgraded during upgrade process.
  
 
Device Server
 
Device Server
:'''Completed implementation of the HaulHub batch weight notification device.'''
+
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
+
:Do not truncate any product code fields for batch protocols.
:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
+
:Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
:Fix potential thread-safety issues.
+
:'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''
:'''Add default root URL for Keystone Online Contact Notification device.'''
 
:All Keystone Online API calls now use "https" prefix by default.
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
:'''Add ability to specify conditions for actions.'''
+
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
+
:Prevent new requests from connecting to database being restored or upgraded.
:'''Add "logquerystats" config file parameter.'''
+
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
:Stonemont QC API: Apply field truncations when posting data to avoid errors.
+
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
: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.
+
:'''Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.'''
:'''Windows Client Quote API: New API added.'''
+
:Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
 +
:Stonemont QC API: Set "decodestrings" option to "html" at the map level.
 +
:'''Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.'''
 +
:'''Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.'''
 +
:'''Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.'''
 +
:'''Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 +
:Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
 +
:'''Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 +
:'''Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 +
:'''Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.'''
 +
:'''Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.'''
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 4.5.x]]
 +
 +
[[Release Notes for Keystone 4.4.x]]
 +
 +
[[Release Notes for Keystone 4.3.x]]
  
 
[[Release Notes for Keystone 4.2.x]]
 
[[Release Notes for Keystone 4.2.x]]

Latest revision as of 17:25, 14 May 2024


NOTE: Items in bold type are NEW features.

Build 4.6.1 - 5/14/2024

Dispatch Module

Order Maintenance

Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.)
Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.

Reprint Tickets

Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.

Schedule

Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.
Do not include orders (both on the order grid and in the schedule totals) where the order's plant does not allow tickets to be generated.
Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.
Fix exception "cdsDIScheduleGrid: Field LD_LOAD_NO not found" when using the "Ship to Same Order" option on the truck popup menu (introduced in 4.6.)

Ticket Printing

When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
Add ability to configure separate forms/printers by scale device on the Printer Setup dialog.
Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.

Ticketing Module

Ticket Printing

Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.

Accounts Receivable Module

Automatic Product Maintenance

Add "Copy Automatic Product" button to the product edit page.
Fix so Cancel button on the main screen cancels changes.
Fix so Cancel button when adding a new automatic product cancels the add.

Cash Posting

Add Contacts tab.

Email Statements

Fix to properly configure job, plant or division separation.
Fix to properly update email status when plant or division separation is active.
Generate unique PDF filename when plant or division separation is active.
Allow blank Statement Form Id and maintain this setting from run to run.
When separating by division, properly handle blank for "Only Division" dropdown.

Print Statements

Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form.
When resetting the form at Preview/Print time, always load the form after changing the form to the division-specific form (introduced in 4.6.)
Fix aging, discount, finance charge and statement totals when separating by job, plant or division.
Fix initial form setting at start of report.

Sales Tax Report

Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.

Accounts Payable Module

Aged Trial Balance Export

New option added to the A/P Data Exports menu.

General Ledger Module

Print Financial Statement Format

Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.

Payroll Module

Tax Library

Updated to version 2024-R6.

General

Company Database

Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.

Form Reports

If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.

File Maintenance

Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)

Services

Keystone REST Server (KServer)

Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.
Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.

Build 4.6 - 5/3/2024

New Features

Dispatch Split Orders

When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)

Dispatch Orders can no longer be deleted

The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.

Re-Send Dispatch Event Notifications

A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.

Sending Tickets to Batch Controls

A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.

Dispatch Module

Mix Design Maintenance

Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.

Order Maintenance

Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.
Do not allow orders to be deleted.
Require reason when the order status is changed to "Cancelled".
Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.
Add shading to non-editable fields on Loads grid.
Add ability to override a load's scheduled plant.
Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.
Add support for Split Orders (see New Features above.)
When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)
Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.

Order Maintenance
Ticket Maintenance

Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)

Order Maintenance
Ticket Printing

Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.

Schedule

Add order event for Swap Truck.
Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.
Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.
Add hover hint on truck status to show batch control error message.
Set WillCall Release Time field when a W/C order is shipped.
Truck grids now sort on plant and truck number by default.
Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)
After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.

Schedule
Ticket Maintenance
Ticket Printing
Ticket Stack
Weigh Truck

Show Description in Truck Id dropdown list, add F4 Search on Description field.

Ticket Maintenance

Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.
Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.

Ticket Maintenance
Ticket Stack

Allow editing of the HOLD field.

Ticket Printing

Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.
Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.
When an error occurs during ticket commit, void the ticket and set the void reason to the error message.
Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.

Ticketing Module

Order Maintenance
Ticket Maintenance

Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)

Order Maintenance
Ticket Printing

Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.

Order Stack

Add order CUSTOM_1 field as an optional grid field.

Order Stack
Ticket Maintenance
Ticket Printing
Ticket Stack
Weigh Truck

Show Description in Truck Id dropdown list, add F4 Search on Description field.

Order Stack
Ticket Printing

Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.

Ticket Maintenance

Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.
Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.

Ticket Maintenance
Ticket Stack

Allow editing of the HOLD field.

Ticket Printing

Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.
When an error occurs during ticket commit, void the ticket and set the void reason to the error message.
Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.

Accounts Receivable Module

Job Price Maintenance

Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.

Open Ticket Stack
Ticket Maintenance
Truck Maintenance

Show Description in Truck Id dropdown list, add F4 Search on Description field.

Plant Maintenance

Add Events tab.
Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.
Add "Allow Tickets" checkbox.
Require access code to activate an inactive plant.
Require access code to change Allow Tickets from unchecked to checked.

Print Invoices

Fix invoice separation by division.

Print Statements

Add options to properly separate by job, plant, division.
Save the selections in the Division/Plant/Job dropdowns from run to run.
Eliminate Customer/Job report sequence option.

Product Maintenance

Add field change events for the Tax Code fields.
Auto-fill Base Product and Plant fields when adding a new product.
Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.

Sales Tax Report

Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.

Ticket Maintenance

Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)
Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.

Truck Maintenance

Add "Description" field.

Accounts Payable Module

A/P Inquiry

Add "J/C Qty" and "U/M" fields to Invoice History grid.

Print Checks
Re-Print Checks
Vendor List
Vendor Maintenance
Void Checks
Void Invoices

Add "Country" field.

Payroll Module

Tax Library

Updated to version 2024-R5 (VA state.)

General

Form Maintenance

Change font for "Form Data" tab to Courier New to match the default font used when printing forms.

Form Reports

Do not use forms in the company database that are marked Inactive.
Allow special Unicode characters when printing text on forms.

Windows Client

Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)
File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.

Services

Application Server

Disable KServer access to database being upgraded during upgrade process.

Device Server

Add validation of all product code lengths before sending tickets or mix designs to batch control.
Do not truncate any product code fields for batch protocols.
Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).

Keystone REST Server (KServer)

Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
Prevent new requests from connecting to database being restored or upgraded.
Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.
Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
Stonemont QC API: Set "decodestrings" option to "html" at the map level.
Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.
Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.
Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.
Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.
Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.
Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.
Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.
Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.

Release Notes for Keystone 4.5.x

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