Difference between revisions of "New Keystone Releases"

From GivenHansco Keystone Help
Jump to navigation Jump to search
 
(2 intermediate revisions by the same user not shown)
Line 4: Line 4:
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.5.5 - 3/14/2024==
+
==Build 4.6.1 - 5/14/2024==
−
 
 
−
===New Features===
 
−
 
 
−
Dispatch Ticket Stack<BR>
 
−
Ticketing Ticket Stack
 
−
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
 
−
 
 
−
Invoice/Statement Forms by Division
 
−
:'''If you separate your A/R invoices by plant or division, you can now specify an invoice and/or statement form for each division. When printing invoices/statements, the system will automatically switch to the appropriate form for the current division. This eliminates the past requirement to run invoices/statements for each division separately.'''
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Edit Ticket Times
+
Order Maintenance
−
:'''Add "Site Mins" optional grid column.'''
+
: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.
  
−
Export Tickets to Accounting
+
Reprint Tickets
−
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)
+
: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.
−
 
 
−
Order Maintenance<BR>
 
−
Print Orders
 
−
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
 
−
 
 
−
Order Maintenance<BR>
 
−
Ticket Maintenance<BR>
 
−
Ticket Printing
 
−
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 
−
 
 
−
Order Maintenance
 
−
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
 
  
 
Schedule
 
Schedule
−
:'''Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.'''
+
:Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.
−
:'''Add ability to go to previous day using the '-' key and the next day using the '+' key.'''
+
: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 order event when an order is set to Will Call or when a load is shipped on a will-call order (will-call is cleared.)'''
+
:Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.
−
:'''Add Qty Delivered/Qty Ordered next to Plant Number in "Plt" column on schedule grid.'''
+
: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.)
−
:'''Display order color description when hovering over the "Order" column.'''
 
−
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
 
−
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
 
−
 
 
−
Re-Print Tickets<BR>
 
−
Ticket Printing
 
−
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
 
−
 
 
−
Ticket Maintenance
 
−
:Fix to use correct security section when called from Ticket Stack.
 
  
 
Ticket Printing
 
Ticket Printing
−
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
+
:When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
−
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
+
:'''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.
−
Ticket Stack
+
: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.
−
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance<BR>
 
−
Ticket Maintenance<BR>
 
 
Ticket Printing
 
Ticket Printing
−
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
+
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
−
 
 
−
Order Maintenance
 
−
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
 
−
 
 
−
Order Stack
 
−
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
 
−
:Fix issue where you could get stuck in the Truck No. field on the stub screen after entering a non-existent truck.
 
−
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
 
−
 
 
−
Re-Print Tickets<BR>
 
−
Ticket Printing
 
−
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
 
−
 
 
−
Ticket Printing
 
−
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
 
−
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
 
−
 
 
−
Ticket Stack
 
−
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Division Maintenance
+
Automatic Product Maintenance
−
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
+
:'''Add "Copy Automatic Product" button to the product edit page.'''
−
 
+
:Fix so Cancel button on the main screen cancels changes.
−
Driver Maintenance
+
:Fix so Cancel button when adding a new automatic product cancels the add.
−
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''
 
−
 
 
−
Edit Open Ticket Times
 
−
:'''Add "Site Mins" optional grid column.'''
 
  
−
Email Invoices
+
Cash Posting
−
:'''Add [DivisionName] tag to Setup page.'''
+
:'''Add Contacts tab.'''
  
−
Import Tickets
+
Email Statements
−
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
+
:Fix to properly configure job, plant or division separation.
−
 
+
:Fix to properly update email status when plant or division separation is active.
−
Job Price Maintenance
+
:Generate unique PDF filename when plant or division separation is active.
−
:'''Track field change events for job Taxable and product Taxable fields.'''
+
:Allow blank Statement Form Id and maintain this setting from run to run.
−
 
+
:When separating by division, properly handle blank for "Only Division" dropdown.
−
Open Ticket Stack<BR>
 
−
Quick Ticket Entry<BR>
 
−
Ticket Maintenance
 
−
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 
−
 
 
−
Open Ticket Stack
 
−
:'''Add Ship To 2, 3 and 4 as well as Delv Inst 2, 3 and 4 as optional grid columns.'''
 
−
:'''Add Job Class as an optional grid column.'''
 
−
 
 
−
Print Invoices<BR>
 
−
Re-Print Invoices
 
−
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
 
−
:'''Add "Base Product" as a printable invoice field.'''
 
−
:'''Add "C.O.D." field to report selection criteria.'''
 
  
 
Print Statements
 
Print Statements
−
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
+
: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.
  
−
Re-Print Tickets
+
Sales Tax Report
−
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
+
:Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
1099 Audit List
+
Aged Trial Balance Export
−
:Apply form minimum amounts to state override values.
+
:'''New option added to the A/P Data Exports menu.'''
  
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Account List
+
Print Financial Statement Format
−
:'''Add Division No. field to detail report (if appropriate.)'''
+
:Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
−
 
 
−
Trial Balance by Month
 
−
:'''Add "Print Commas in Amounts" user option.'''
 
  
 
===Payroll Module===
 
===Payroll Module===
−
 
−
ACA 1094/1095 Export
 
−
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2024-R4 (MT state.)'''
+
:'''Updated to version 2024-R6.'''
  
 
===General===
 
===General===
  
−
System Menu
+
Company Database
−
:'''Add File Maintenance and File Lists submenus to Ticketing menu.'''
+
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.
−
:'''Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.'''
 
−
:'''Add Truck, Driver, Plant and Zone maintenance to Ticketing File Maintenance submenu.'''
 
−
:'''Add Truck, Driver, Plant and Zone file lists to Ticketing File Lists submenu.'''
 
−
:'''Modify "Add Company" option on System Maintenance->Companies submenu to add "Business Id" field.'''
 
−
:'''Add "Edit Company" option to System Maintenance->Companies submenu.'''
 
  
−
Windows Client
+
Form Reports
−
:When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."
+
: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===
 
===Services===
−
 
−
Application Server
 
−
:Fix exception "arithmetic exception, numeric overflow or string truncation" when rebooking a quote to a job where new products were added to the quote and updating the order quantities.
 
−
 
−
Device Server
 
−
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:'''Add ability to specify a log condition and messages at the field level.'''
+
:Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
−
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''
+
: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 4.5.4 - 2/9/2024==
+
==Build 4.6 - 5/3/2024==
  
−
===Accounts Receivable Module===
+
===New Features===
  
−
Import Tickets
+
Dispatch Split Orders
−
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
+
:'''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.)'''
  
−
===General===
+
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.'''
  
−
Company Database
+
Re-Send Dispatch Event Notifications
−
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
+
:'''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.'''
  
−
===Services===
+
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.'''
  
−
Device Server
+
===Dispatch Module===
−
:'''Add support for CarbonCure Dispatch Event Notification device.'''
 
−
:'''Add support for Digital Fleet XML Batch Control device.'''
 
−
:Change default root URL for Holcim/Concretely Dispatch Event Notification device.
 
  
−
Keystone REST Server (KServer)
+
Mix Design Maintenance
−
:Add support for "TEST device configuration parameter for CarbonCure ticket export.
+
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
−
:'''Online E-Ticketing API: Add "customstatuslist" endpoint.'''
 
−
:Windows Client A/R Report API: Filter out void tickets in "ARTicketIngredientExport" and "ARTicketIngredientList" queries.
 
−
:Windows Client Device API v2: Add additional fields to "dispatchevent" endpoint to support CarbonCure dispatch event notification device.
 
  
−
==Build 4.5.3 - 1/19/2024==
+
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.'''
  
−
===Dispatch Module===
+
Order Maintenance<BR>
 +
Ticket Maintenance
 +
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
  
−
Beginning of Day
+
Order Maintenance<BR>
−
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)
+
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 Maintenance
+
Schedule
−
:'''Add ability to select order form from a list when clicking the Print button.'''
+
:'''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.
  
−
Print Orders
+
Schedule<BR>
−
:'''Add ability to select order form from a list.'''
+
Ticket Maintenance<BR>
 +
Ticket Printing<BR>
 +
Ticket Stack<BR>
 +
Weigh Truck
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
−
===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>
−
:'''Add ability to select order form from a list when clicking the Print button.'''
+
Ticket Stack
 +
:'''Allow editing of the HOLD field.'''
  
−
Print Orders
+
Ticket Printing
−
:'''Add ability to select order form from a list.'''
+
:'''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.'''
  
−
===Accounts Receivable Module===
+
===Ticketing Module===
  
−
Plant Maintenance
+
Order Maintenance<BR>
−
:Prevent user from entering a "Last Tkt #" more than 7 digits.
+
Ticket Maintenance
 +
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
  
−
Quick Ticket Entry
+
Order Maintenance<BR>
−
:'''Added Ticket Date as an optional grid column.'''
+
Ticket Printing
 +
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
  
−
===Accounts Payable Module===
+
Order Stack
 +
:'''Add order CUSTOM_1 field as an optional grid field.'''
  
−
Invoice Vouchering
+
Order Stack<BR>
−
:Fix bug where if you entered the same invoice number twice and then fixed it, when you tabbed out it would revert to the duplicate invoice number forcing you to change it twice instead of once.
+
Ticket Maintenance<BR>
 +
Ticket Printing<BR>
 +
Ticket Stack<BR>
 +
Weigh Truck
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
−
===Payroll Module===
+
Order Stack<BR>
 +
Ticket Printing
 +
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
  
−
Certified Payroll Report
+
Ticket Maintenance
−
:Remove employee address from report.
+
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
−
:Increased width of Link Id column to 10 characters.
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
−
:Fixed Access Violation exception when the "Include Jobs without Payroll History" box was checked.
 
−
:Fixed Employee SSN not clearing when "Include Jobs without Payroll History" box was checked.
 
  
−
Tax Library
+
Ticket Maintenance<BR>
−
:'''Updated to version 2024-R2 (MD, ND states.)'''
+
Ticket Stack
 +
:'''Allow editing of the HOLD field.'''
  
−
===General===
+
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.'''
  
−
Form Reports
+
===Accounts Receivable Module===
−
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
 
  
−
===Services===
+
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.'''
  
−
Application Server
+
Open Ticket Stack<BR>
−
:Fix bug when setting the last ticket number for a plant where it would never store the last used ticket number if no "Last Tkt #" was ever set in Plant Maintenance.
+
Ticket Maintenance<BR>
 +
Truck Maintenance
 +
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
  
−
==Build 4.5.2 - 1/3/2024==
+
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.
  
−
===Payroll Module===
+
Print Invoices
 +
:Fix invoice separation by division.
  
−
Tax Library
+
Print Statements
−
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
+
:'''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.
  
−
==Build 4.5.1 - 12/27/2023==
+
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.'''
  
−
===Dispatch Module===
+
Sales Tax Report
 +
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''
  
−
Beginning of Day
+
Ticket Maintenance
−
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
+
:'''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.'''
  
−
===Ticketing Module===
+
Truck Maintenance
 +
:'''Add "Description" field.'''
  
−
Beginning of Day
+
===Accounts Payable Module===
−
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
 
−
 
 
−
===Accounts Receivable Module===
 
  
−
Product Maintenance
+
A/P Inquiry
−
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
+
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''
−
:'''Add ingredient subtype for admixture ingredients: CO2.'''
 
  
−
Ticket Ingredient Export
+
Print Checks<BR>
−
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
+
Re-Print Checks<BR>
 +
Vendor List<BR>
 +
Vendor Maintenance<BR>
 +
Void Checks<BR>
 +
Void Invoices
 +
:'''Add "Country" field.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
+
:'''Updated to version 2024-R5 (VA state.)'''
  
 
===General===
 
===General===
  
−
Generic Reports
+
Form Maintenance
−
:When calculating the report width take the total width of grouped fields into account.
+
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
  
−
===Services===
+
Form Reports
 +
:Do not use forms in the company database that are marked Inactive.
 +
:'''Allow special Unicode characters when printing text on forms.'''
  
−
Keystone REST Server (KServer)
+
Windows Client
−
:'''Add "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
+
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
−
:'''Datatables: Add datatables for CarbonCure ticket export.'''
+
:'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
−
:'''Windows Client A/R Reports API: Add endpoints "ARTicketIngredientExport" and "ARTicketIngredientList" to support CarbonCure ticket export.'''
+
: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.
  
−
==Build 4.5 - 12/15/2023==
+
===Services===
  
−
===Year End===
+
Application Server
 +
:Disable KServer access to database being upgraded during upgrade process.
  
−
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
+
Device Server
−
 
+
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
−
===Dispatch Module===
+
: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.
−
Order Maintenance
+
:'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''
−
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
 
−
 
 
−
===Accounts Payable Module===
 
−
 
 
−
1099 Audit List<BR>
 
−
1099 Class Maintenance<BR>
 
−
Federal & State 1099 Export
 
−
:'''Add support for 1099-DIV form.'''
 
−
 
 
−
1099 Audit List
 
−
:Print form box numbers on the report instead of the internal box number value.
 
−
:'''Print form box description on the report.'''
 
−
 
 
−
1099 Class Maintenance
 
−
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
 
−
 
 
−
Federal & State 1099 Export
 
−
:'''Add F4 search capability to Vendor Id selection criteria.'''
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
 
−
 
 
−
===Services===
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
+
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
−
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
+
: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 4.4.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

Retrieved from "http://104.43.204.248/wiki/index.php?title=New_Keystone_Releases&oldid=1558"