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 3.6.4 - 12/23/2019==
+
==Build 4.6.1 - 5/14/2024==
 
 
===Payroll Module===
 
 
 
Payroll Tax Library
 
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
 
 
===Services===
 
 
 
Application Server
 
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
 
 
Keystone REST Server (KServer)
 
:Reduce lock contention for InterBase database connections.
 
:Reduce lock contention for SQLite database connections.
 
 
 
==Build 3.6.3 - 12/20/2019==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
Dispatch End of Day<BR>
+
Order Maintenance
Dispatch Re-Transfer Tickets
+
:Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.)
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
+
:Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.
  
Dispatch Order List
+
Reprint Tickets
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
+
: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===
+
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.)
  
Ticketing End of Day<BR>
+
Ticket Printing
Ticketing Re-Transfer Tickets
+
:When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
+
:'''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.
Ticketing Order 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.
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
 
 
===Accounts Receivable Module===
 
 
 
A/R Open Ticket Stack
 
:When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.
 
 
 
A/R Quick Ticket Entry
 
:'''Bring down Ticket Time from previous line.'''
 
 
 
A/R Sales Tax Rate Maintenance
 
:'''Show total tax authority rate based on current system date.'''
 
:'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
 
:'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
 
:'''Remove # column on the tax locality tax rates grid.'''
 
:'''Move G/L Account column after Method column on tax rates grid.'''
 
:'''The tax rates grid can no longer be edited.'''
 
:'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
 
:'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
 
:'''Show locality rates in tax authority detail grid based on current system date.'''
 
:'''Move U/M column to end of grid, move to bottom on new pop-up form.'''
 
 
 
A/R Ticket Maintenance
 
:Assign Job Class field from the job when the Job Id is changed.
 
 
 
A/R Void Invoice
 
:Reset grid column sorting/filtering after void.
 
 
 
===Accounts Payable Module===
 
 
 
A/P Handwritten Check Entry
 
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
 
 
 
A/P Invoice Vouchering
 
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
 
 
A/P Vendor Maintenance
 
:'''Add Mobile phone number column to Contacts grid.'''
 
 
 
===General Ledger Module===
 
 
 
G/L Print Account Segments
 
G/L Source Code List
 
:Fix exception "EOleException: Internal Server Error" when running the report.
 
 
 
===Job Cost Module===
 
 
 
J/C Import Transactions
 
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
 
 
===Payroll Module===
 
 
 
Calculate Payroll
 
:'''Support date value for company and employee factors.'''
 
:'''Support date comparison in formulas.'''
 
 
 
Payroll Federal & State W-2 Export (Web Portal)
 
:'''Completed 2019 W-2 compliance testing.'''
 
 
 
Payroll Re-Print Direct Deposit Stubs
 
Payroll Re-Print Paychecks
 
:'''Add "Labor Class" to selection criteria.'''
 
 
 
Payroll Tax Library
 
:'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
 
 
 
Payroll Void Paychecks
 
:Optimize queries to significantly improve performance.
 
:Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
 
 
 
==Build 3.6.2 - 12/6/2019==
 
 
 
===Dispatch Module===
 
 
 
Dispatch Order Maintenance<BR>
 
Dispatch Ticket Printing
 
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
 
 
Dispatch Order Maintenance
 
:When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.
 
:The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
 
 
 
Dispatch Schedule
 
:'''Add Cust Id as an optional schedule grid field.'''
 
:'''Add Plant Screen Id to form caption of plant popup demand graph.'''
 
:Fix potential call to refresh schedule data before the program has finished initializing.
 
:Fix potential issue where program may not be initialized properly.
 
:Prevent timer schedule refresh when shipping a truck.
 
:Prevent timer schedule refresh when a modal dialog is open.
 
:Trucks assigned to a customer can no longer be dragged to orders for other customers.
 
:The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.
 
 
 
Dispatch Void Ticket
 
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
Ticketing Order Maintenance<BR>
+
Ticket Printing
Ticketing Ticket Printing
+
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
A/R Automatic Product Maintenance
+
Automatic Product Maintenance
:'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
+
:'''Add "Copy Automatic Product" button to the product edit page.'''
:'''Add hint to Start/End Date fields.'''
+
:Fix so Cancel button on the main screen cancels changes.
:'''Show Start/End Date using 4 digits for the year on the summary grid.'''
+
:Fix so Cancel button when adding a new automatic product cancels the add.
  
A/R Import Tickets<BR>
+
Cash Posting
A/R Ticket Maintenance
+
:'''Add Contacts tab.'''
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
 
  
A/R Open Ticket Stack
+
Email Statements
:'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
+
:Fix to properly configure job, plant or division separation.
:Fix Access Violation exception when attempting to email a document image from the document preview window.
+
: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.
  
A/R Plant Maintenance
+
Print Statements
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
+
:Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form.
:'''Copy Dispatch Warning when copying plant products.'''
+
: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.
  
A/R Print Invoices<BR>
+
Sales Tax Report
A/R Reprint Invoices
+
:Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.
:Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
 
 
 
A/R Product Maintenance
 
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
:'''Copy Dispatch Warning when copying plant products.'''
 
:'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
 
 
 
A/R Quick Ticket Entry
 
:'''Default Ticket Time field to current system time when entering new tickets.'''
 
 
 
===Quoting Module===
 
 
 
Quote Prospect Maintenance
 
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
A/P Invoice Vouchering
+
Aged Trial Balance Export
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
+
:'''New option added to the A/P Data Exports menu.'''
  
 
===General Ledger Module===
 
===General Ledger Module===
  
G/L Transaction Entry
+
Print Financial Statement Format
:When posting a batch, use the current User Id when creating the reversing batch.
+
:Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
  
 
===Payroll Module===
 
===Payroll Module===
  
Payroll ACA 1094/1095 Export
+
Tax Library
:'''Updated for 2019 changes.'''
+
:'''Updated to version 2024-R6.'''
 
 
Payroll SUTA E-File Export
 
:'''Updated for 2020 changes (PA).'''
 
 
 
Payroll Tax Library
 
:'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)'''
 
 
 
Payroll W-2 E-File Export
 
:'''Updated for 2019 changes (MA).'''
 
  
 
===General===
 
===General===
  
Setup Installer
+
Company Database
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
+
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.
  
Report Preview
+
Form Reports
:'''Add mouse wheel support to preview window.'''
+
:If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.
  
General
+
File Maintenance
:Remove Database Connected indicator in the top right of every Keystone screen.
+
:Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)
  
 
===Services===
 
===Services===
 
Application Server
 
:Do not log the prepare remote data queries for the remote company database.
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
+
:Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
+
:Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
+
:Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
:Fix query statistics to separate by company (previously all companies were aggregated together.)
 
:Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
 
:FX API: Optimize queries in "kpibud" endpoint.
 
:Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
 
:Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.
 
 
 
==Build 3.6.1 - 11/5/2019==
 
 
 
===Dispatch Module===
 
 
 
Dispatch Order Maintenance
 
:For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.
 
 
 
Dispatch Schedule
 
:'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
 
:'''Performance improvement when refreshing the schedule.'''
 
:'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''
 
 
 
===Ticketing Module===
 
 
 
Order Stack
 
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
 
 
 
===Accounts Receivable Module===
 
 
 
A/R Customer Maintenance
 
:'''Add Customer Color field to the Information tab.'''
 
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
 
 
 
A/R Driver Maintenance
 
:'''Add Driver Color field.'''
 
 
 
A/R Import Tickets
 
:Fix "Field TRUCK_CLASS not found" exception when importing online tickets.
 
:Fix remote ticket import to work properly with re-exported ticket files.
 
 
 
A/R Truck Maintenance
 
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
 
:'''Allow column sorting and column customization on GPS grid.'''
 
 
 
===Accounts Payable Module===
 
 
 
A/P Invoice Vouchering
 
:Fix delay when scrolling up/down on the invoice grid.
 
 
 
===Payroll Module===
 
 
 
Tax Library
 
:'''Updated to 2019-R11 version (MN.)'''
 
 
 
===General===
 
  
Reports
+
==Build 4.6 - 5/3/2024==
:Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
 
:Fix handling of Active/Inactive checkboxes for several reports.
 
  
Setup Installer
+
===New Features===
:Force KServer service start when updating the master application server.
 
:Updated Visual C++ 2013 Runtime libraries.
 
 
 
===Services===
 
  
Device Aggregator
+
Dispatch Split Orders
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
+
:'''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.)'''
  
Device Server
+
Dispatch Orders can no longer be deleted
:'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
+
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''
:'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
 
  
Keystone REST Server (KServer)
+
Re-Send Dispatch Event Notifications
:'''Improved cache version handling to avoid update conflicts.'''
+
:'''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.'''
:'''Improved communication method with Windows clients.'''
 
:'''Improved query statistics.'''
 
:'''Improved server statistics.'''
 
:'''Miscellaneous performance improvements.'''
 
:'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
 
:'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
 
:'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
 
:'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
 
:'''FX API: Add trucksbystatus endpoint.'''
 
:'''Online Customer Portal API: Add customerlist endpoint.'''
 
:'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
 
:'''Windows Client Dispatch API: Optimized schedule queries.'''
 
:No longer processes AUTORUN queries one minute after startup.
 
:No longer runs database queries if the database version is not current.
 
:FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
 
:Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
 
  
==Build 3.6 - 8/30/2019==
+
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===
 
===Dispatch Module===
  
Concrete Calculator
+
Mix Design Maintenance
 
+
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
 
</blockquote>
 
End of Day
 
  
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
 
</blockquote>
 
 
Order Maintenance
 
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.'''
  
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
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.)'''
  
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
Order Maintenance<BR>
 
+
Ticket Printing
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
 
 
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
  
'''Use current PC clock date as delivery date when creating orders.'''
+
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.
  
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
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.'''
  
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
Ticket Maintenance
</blockquote>
+
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
Print Orders
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
  
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
Ticket Maintenance<BR>
</blockquote>
+
Ticket Stack
Re-Transfer Tickets
+
:'''Allow editing of the HOLD field.'''
  
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
 
</blockquote>
 
 
Ticket Printing
 
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.'''
  
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
 
'''Apply mix modifier product(s) when sending mix design to batch control.'''
 
 
'''Use current PC clock date as ticket date when creating tickets.'''
 
 
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
 
 
Reload ticket customer prior to generating batch control data.
 
</blockquote>
 
Truck Demand Graph
 
 
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
 
</blockquote>
 
Void Tickets
 
 
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
 
</blockquote>
 
 
===Ticketing Module===
 
===Ticketing Module===
  
End of Day
+
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.)'''
  
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
Order Maintenance<BR>
</blockquote>
+
Ticket Printing
Order Maintenance
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
 
 
<blockquote>'''Display product warning message after entering Product Id.'''
 
 
 
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
 
 
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
 
 
'''Use current PC clock date as delivery date when creating orders.'''
 
  
When copying an order, verify that the Customer Id field is not blank.
 
</blockquote>
 
 
Order Stack
 
Order Stack
 +
:'''Add order CUSTOM_1 field as an optional grid field.'''
  
<blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
+
Order Stack<BR>
</blockquote>
+
Ticket Maintenance<BR>
Print Orders
+
Ticket Printing<BR>
 
+
Ticket Stack<BR>
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
Weigh Truck
</blockquote>
+
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
Re-Transfer Tickets
 
  
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
Order Stack<BR>
</blockquote>
 
 
Ticket Printing
 
Ticket Printing
 +
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
  
<blockquote>'''Display product warning message after entering Product Id.'''
+
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.'''
  
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
Ticket Maintenance<BR>
 +
Ticket Stack
 +
:'''Allow editing of the HOLD field.'''
  
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
Ticket Printing
 
+
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
'''Use current PC clock date as ticket date when creating tickets.'''
+
:'''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.'''
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
 
  
Reload ticket customer prior to generating batch control data.
 
</blockquote>
 
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
A/R Cash Posting
 
 
<blockquote>'''Show Void Reason at top of Invoice History form.'''
 
</blockquote>
 
A/R Inquiry
 
 
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
 
</blockquote>
 
Automatic Product Maintenance
 
 
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
 
 
'''Italicize inactive automatic products on the main grid.'''
 
 
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
 
</blockquote>
 
Credit Card Pre-Approval
 
 
<blockquote>'''Significant performance improvement when loading orders.'''
 
</blockquote>
 
Import Tickets
 
 
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
 
 
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
 
 
'''Significant performance improvement when importing online and remote tickets.'''
 
 
Show reconcile error dialog when a required field has an invalid value.
 
 
Display message and abort when errors occur when applying tickets to the database.
 
</blockquote>
 
Inventory Purchase Receipts Batch Register
 
 
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
 
</blockquote>
 
 
Job Price Maintenance
 
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.'''
  
<blockquote>'''Add ability to set the &quot;Tkt/Ord Products&quot; field to a specific value whenever a new job is added (contact support if you need this feature.)'''
+
Open Ticket Stack<BR>
</blockquote>
+
Ticket Maintenance<BR>
Open Ticket Stack
+
Truck Maintenance
 
+
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
 
 
 
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
 
 
 
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
 
 
 
Fix Access Violation exceptions and issues with column sorting.
 
</blockquote>
 
Physical Inventory Entry
 
  
<blockquote>Prevent entering a negative count.
 
</blockquote>
 
 
Plant Maintenance
 
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.
  
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
 
</blockquote>
 
 
Print Invoices
 
Print Invoices
 +
:Fix invoice separation by division.
  
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
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.
  
'''Add ability to print e-ticket document images on invoices.'''
 
</blockquote>
 
 
Product Maintenance
 
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.'''
  
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
Sales Tax Report
</blockquote>
+
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''
Re-Print Invoices
 
 
 
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
 
  
'''Add ability to print e-ticket document images on invoices.'''
+
Ticket Maintenance
</blockquote>
+
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
===Quote Module===
+
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
  
Print Quotes
+
Truck Maintenance
 +
:'''Add "Description" field.'''
  
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
 
</blockquote>
 
Quote Maintenance
 
 
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
 
</blockquote>
 
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
A/P Handwritten Check Entry
 
 
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
 
 
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
 
 
When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
 
</blockquote>
 
 
A/P Inquiry
 
A/P Inquiry
 +
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''
  
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
Print Checks<BR>
 
+
Re-Print Checks<BR>
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
Vendor List<BR>
</blockquote>
+
Vendor Maintenance<BR>
Select Invoices for Payment
+
Void Checks<BR>
 
+
Void Invoices
<blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
+
:'''Add "Country" field.'''
</blockquote>
 
Vendor Invoice History
 
 
 
<blockquote>Show Void Date for voided invoices.
 
</blockquote>
 
===General Ledger Module===
 
 
 
Trial Balance
 
  
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
 
 
'''Add &quot;Account Type&quot; group indication and subtotals.'''
 
</blockquote>
 
 
===Payroll Module===
 
===Payroll Module===
  
Calculate Payroll
 
 
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
 
</blockquote>
 
Company Maintenance
 
 
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
</blockquote>
 
Employee Maintenance
 
 
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
</blockquote>
 
 
Tax Library
 
Tax Library
 +
:'''Updated to version 2024-R5 (VA state.)'''
  
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
</blockquote>
 
 
===General===
 
===General===
  
DataScope
+
Form Maintenance
 
+
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
<blockquote>'''Add support for security roles on custom queries.'''
 
 
 
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
</blockquote>
 
Device Maintenance
 
 
 
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
</blockquote>
 
Document Preview
 
 
 
<blockquote>'''Add support for PDF documents.'''
 
</blockquote>
 
File Maintenance
 
  
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
 
</blockquote>
 
 
Form Reports
 
Form Reports
 +
:Do not use forms in the company database that are marked Inactive.
 +
:'''Allow special Unicode characters when printing text on forms.'''
  
<blockquote>'''Add support for rendering PDF documents as images.'''
+
Windows Client
</blockquote>
+
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
General
+
:'''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.
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
+
:File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.
 
 
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
 
 
 
Verify that connection to application server is still valid prior to requesting or posting data.
 
</blockquote>
 
Query Export
 
 
 
<blockquote>'''Add option to export to XLSX file.'''
 
 
 
'''Add support for security roles on custom queries.'''
 
 
 
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
</blockquote>
 
Reports
 
 
 
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
 
</blockquote>
 
System Menu
 
 
 
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
 
 
 
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
 
 
 
'''Add support for security roles on custom queries.'''
 
 
 
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
 
 
 
Do not include custom queries for non-existent or non-allowed menu keys.
 
  
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
 
</blockquote>
 
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
 +
:Disable KServer access to database being upgraded during upgrade process.
  
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
 
 
'''Support multiple application servers at a single site.'''
 
 
'''Add support for &quot;Dispatch Event&quot; devices.'''
 
 
'''Add log message when system license info changed.'''
 
 
Only send active load statuses when sending dispatch events.
 
</blockquote>
 
Device Aggregator
 
 
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
</blockquote>
 
 
Device Server
 
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).'''
  
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
 
'''Add &quot;Keystone Online&quot; batch control link.'''
 
 
'''Add &quot;Keystone Online&quot; dispatch event device.'''
 
 
'''Send void ticket notification to Keystone Online dispatch event device.'''
 
 
When voiding a ULINK ticket, Include failure message response in error log.
 
</blockquote>
 
 
Keystone REST Server (KServer)
 
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.'''
  
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
----
 
 
'''Database Backup and Restore moved to KServer.'''
 
 
 
'''Keystone Update moved to KServer.'''
 
 
 
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
 
 
 
'''Some file lists and reports have been moved to KServer.'''
 
 
 
'''Document Imaging document list/document retrieval moved to KServer.'''
 
 
 
'''Improved logging capabilities.'''
 
 
 
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
 
 
 
'''Setup multiple threads (256 maximum) for HTTP server.'''
 
 
 
'''Add support for &quot;list&quot; parameters.'''
 
 
 
'''Add support for &quot;MS Access&quot; databases.'''
 
 
 
'''Support dynamic construction of WHERE clause for SELECT queries.'''
 
 
 
'''Add support for &quot;range&quot; filters on query parameters.'''
 
 
 
'''Support singleton auto-run item (once per server.)'''
 
 
 
'''Version API: Add statistics endpoints.'''
 
 
 
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
 
 
 
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
 
 
 
'''Improved query caching method.'''
 
 
 
'''Add Keystone Online Customer Portal API.'''
 
 
 
'''It is no longer necessary to create separate configuration options for each company database.'''
 
 
 
Several fixes in cache handling, logging and multi-threading logic.
 
 
 
Handle escaped characters correctly in query parameter values.
 
 
 
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
 
 
 
Delay AUTORUN processing for one minute after startup.
 
 
 
Use single background task to communicate with device aggregator that reads a queue of commands.
 
 
 
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
 
 
 
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
 
  
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
+
[[Release Notes for Keystone 4.5.x]]
  
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
+
[[Release Notes for Keystone 4.4.x]]
  
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
+
[[Release Notes for Keystone 4.3.x]]
  
Stonemont API: Fix &quot;xbatchresultlist&quot;, &quot;xbatchresults&quot; and &quot;xbatchresultscondensed&quot; queries to no longer move the begindate parameter to the start of the day.
+
[[Release Notes for Keystone 4.2.x]]
  
When running autorun query, first check that database version is current, abort if not.
+
[[Release Notes for Keystone 4.1.x]]
  
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
+
[[Release Notes for Keystone 4.0.x]]
  
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
+
[[Release Notes for Keystone 3.6.x]]
</blockquote>
 
 
 
----
 
  
 
[[Release Notes for Keystone 3.5.x]]
 
[[Release Notes for Keystone 3.5.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.

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