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 4.6.1 - 5/14/2024==
  
−
===New Features===
+
===Dispatch Module===
  
−
System-wide Events
+
Order Maintenance
−
:'''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. '''
+
: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.
  
−
Online Payments
+
Reprint Tickets
−
:'''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.)'''
+
: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.
  
−
DOT E-Tickets
+
Schedule
−
:'''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.)'''
+
: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.)
  
−
===Dispatch Module===
+
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===
  
−
Cash Payment Entry
+
Ticket Printing
−
:'''Add order event when a payment is posted.'''
+
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
  
−
Driver Hours Report
+
===Accounts Receivable Module===
−
:'''Add "Sequence Code" report sequence option.'''
 
  
−
Event Type Maintenance
+
Automatic Product Maintenance
−
:Option removed from Dispatch File Maintenance menu.
+
:'''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.
  
−
Order Audit Trail
+
Cash Posting
−
:Adjustments made for new events and event types.
+
:'''Add Contacts tab.'''
  
−
Order Maintenance
+
Email Statements
−
:Fix issue where plant default tax authority not set properly when adding a new order.
+
:Fix to properly configure job, plant or division separation.
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
+
:Fix to properly update email status when plant or division separation is active.
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
+
:Generate unique PDF filename when plant or division separation is active.
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
:Allow blank Statement Form Id and maintain this setting from run to run.
−
:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
+
:When separating by division, properly handle blank for "Only Division" dropdown.
−
:'''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
+
Print Statements
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
: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.
  
−
Schedule
+
Sales Tax Report
−
:'''Add "Void Ticket" button to start the option directly from the schedule.'''
+
:Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.
  
−
Ticket Printing
+
===Accounts Payable Module===
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
 
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
 
−
:'''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.'''
 
−
:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.
 
  
−
===Ticketing Module===
+
Aged Trial Balance Export
 +
:'''New option added to the A/P Data Exports menu.'''
  
−
Order Maintenance
+
===General Ledger Module===
−
:'''Add Events tab.'''
 
−
:'''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
+
Print Financial Statement Format
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
:Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
  
−
Ticket Printing
+
===Payroll Module===
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
 
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
 
−
:'''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.'''
 
  
−
===Accounts Receivable Module===
+
Tax Library
 +
:'''Updated to version 2024-R6.'''
  
−
Aged Trial Balance
+
===General===
−
:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
 
  
−
Cash Posting<BR>
+
Company Database
−
Cash Posting Register
+
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.
−
:'''Allowance Code field length increased to 10 characters.'''
 
  
−
Credit Card Pre-Approval
+
Form Reports
−
:Updated to use the new system-wide events.
+
:If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.
  
−
Customer Maintenance
+
File Maintenance
−
:'''Add Events tab.'''
+
:Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)
−
:'''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.'''
 
  
−
Customer Price Maintenance
+
===Services===
−
:'''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
+
Keystone REST Server (KServer)
−
:'''Add "License Type" field and "Sequence Code" report sequence option.'''
+
: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.
  
−
Driver Maintenance
+
==Build 4.6 - 5/3/2024==
−
:'''Add "License Type" and "Sequence Code" fields.'''
 
  
−
Driver Productivity Report
+
===New Features===
−
:'''Add "Sequence Code" report sequence option.'''
 
  
−
Group Price Maintenance
+
Dispatch Split Orders
−
:'''Add Events tab.'''
+
:'''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.)'''
−
:'''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.'''
 
  
−
Job Price Maintenance
+
Dispatch Orders can no longer be deleted
−
:'''Add "Src" (price source) column to products grid.'''
+
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''
−
:'''Add "DOT Job Mix Year" column to products grid.'''
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
 
−
:'''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
+
Re-Send Dispatch Event Notifications
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
+
:'''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.'''
  
−
Owner List<BR>
+
Sending Tickets to Batch Controls
−
Owner Maintenance
+
:'''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.'''
−
:'''Add "Insurance Exp" field.'''
 
  
−
Plant Maintenance
+
===Dispatch Module===
−
:'''Add "Zone" to Defaults tab.'''
 
−
:'''Add "Force Print Prices" to Ticketing tab.'''
 
−
:'''Add "Force Zone Required" to Ticketing tab.'''
 
  
−
Product Maintenance
+
Mix Design Maintenance
−
:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
+
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
−
:'''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
+
Order Maintenance
−
:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
+
:'''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<BR>
 
Ticket Maintenance
 
Ticket Maintenance
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
−
:'''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<BR>
 +
Ticket Printing
 +
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
  
−
Inventory Reconciliation
+
Schedule
−
:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
+
:'''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.
  
−
===Quote 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.'''
  
−
Quote Maintenance
+
Ticket Maintenance
−
:'''Add an event when quote is emailed or printed.'''
+
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
−
:'''Add "Src" (price source) column to products grid.'''
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
−
:'''Add "DOT Job Mix Year" column to products grid.'''
+
 
−
:'''Add Events tab.'''
+
Ticket Maintenance<BR>
−
:'''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.'''
+
Ticket Stack
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
+
:'''Allow editing of the HOLD field.'''
−
:'''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.'''
+
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===
  
−
Print Quotes
+
Order Maintenance<BR>
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
+
Ticket Maintenance
 +
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
  
−
===Accounts Payable Module===
+
Order Maintenance<BR>
 +
Ticket Printing
 +
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
  
−
Handwritten Check Entry<BR>
+
Order Stack
−
Invoice Vouchering
+
:'''Add order CUSTOM_1 field as an optional grid field.'''
−
:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
 
−
:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
 
  
−
Invoice Batch List
+
Order Stack<BR>
−
:'''Add "Qty" and "U/M" fields to J/C detail section.'''
+
Ticket Maintenance<BR>
 +
Ticket Printing<BR>
 +
Ticket Stack<BR>
 +
Weigh Truck
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
−
Vendor Maintenance
+
Order Stack<BR>
−
:'''Add "Email P.O." option on the Contacts grid.'''
+
Ticket Printing
 +
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
  
−
===Purchase Order 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.'''
  
−
Print Purchase Orders
+
Ticket Maintenance<BR>
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
+
Ticket Stack
 +
:'''Allow editing of the HOLD field.'''
  
−
Purchase Order Maintenance
+
Ticket Printing
−
:The "Ordered" field can no longer be left blank.
+
:'''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.'''
  
−
Purchase Receipt Entry<BR>
+
===Accounts Receivable Module===
−
Purchase Receipt Maintenance
 
−
:'''Add date protection for "Date Rcvd" field.'''
 
−
:The "Date Rcvd" can no longer be left blank.
 
  
−
Setup Periods
+
Job Price Maintenance
−
:'''New option added to Purchase Order Setup/Utilities menu.'''
+
: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.'''
  
−
===General Ledger Module===
+
Open Ticket Stack<BR>
 +
Ticket Maintenance<BR>
 +
Truck Maintenance
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
−
Account Maintenance
+
Plant Maintenance
 
:'''Add Events tab.'''
 
:'''Add Events tab.'''
−
:'''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.'''
+
:'''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<BR>
 +
Re-Print Checks<BR>
 +
Vendor List<BR>
 +
Vendor Maintenance<BR>
 +
Void Checks<BR>
 +
Void Invoices
 +
:'''Add "Country" field.'''
  
 
===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-R5 (VA state.)'''
  
 
===General===
 
===General===
  
−
Batch Maintenance
+
Form Maintenance
−
:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
+
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
  
−
DataScope<BR>
+
Form Reports
−
Query Export
+
:Do not use forms in the company database that are marked Inactive.
−
:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
+
:'''Allow special Unicode characters when printing text on forms.'''
−
 
 
−
System Menu
 
−
:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
 
−
:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
 
−
:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
 
  
 
Windows Client
 
Windows Client
−
:Fix Help->Quick Support to work correctly with the new GivenHansco website.
+
: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===
 
===Services===
 +
 +
Application Server
 +
:Disable KServer access to database being upgraded during upgrade process.
  
 
Device Server
 
Device Server
−
:'''Finalized Holcim Cement dispatch notification device.'''
+
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
−
:'''Add several new fields to HaulHub dispatch event notification device.'''
+
: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)
 
Keystone REST Server (KServer)
−
:Add datatables "dotstates", "dothints" and "dotmatclass".
+
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
−
:Fix datatable parsing to properly represent null values.
+
:Prevent new requests from connecting to database being restored or upgraded.
−
:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
+
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
−
:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
+
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
−
:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
+
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
−
:Windows Client System Methods API: Add "getnexteventlink" endpoint.
+
:'''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]]
 +
 +
[[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 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

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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