Difference between revisions of "New Keystone Releases"

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 <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
-==Build 4.4.3 - 12/12/2023==
+==Build 4.5 - 12/15/2023==
-===Year-End===
+===Year End===
-:'''This version includes updates for A/P and Payroll year-end tax filings as well as 2024 payroll tax changes that are currently available. Please check frequently for further updates.'''
+'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
 ===Dispatch Module===
-Beginning of Day
-:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
-:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
-Ticket Printing
-:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
-===Ticketing Module===
-Beginning of Day
-:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
-:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
-Ticket Printing
-:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
-===Accounts Receivable Module===
-Prepare Remote Ticketing Data
-:Include tables CCTQUERY and CCTQUERYFLD.
-===Accounts Payable Module===
-Audit List
-:'''Now includes the "1099 Amounts" from vendor maintenance as well as new fields for state information.'''
-:'''Add "TIN Type" and "Account No." fields to the report.'''
-Print 1099 Forms
-:This option will display a warning if used for tax years 2023 and beyond, since Keystone no longer prints 1099 forms.
-Vendor Maintenance
-:Now requires Tax Id #, Type of TIN and Account No fields to be specified if a 1099 Class is specified.
-===Payroll Module===
-Federal W-2C (Corrections) Export
-:'''New option added to the Web Portal Export/Filing menu (please contact support if you need to use this.)'''
-Print W-2 Forms
-:The dot-matrix/laser W-2 forms have been removed since Keystone no longer prints W-2 forms. However the W-2 Audit List is still available.
-Tax Library
-:'''Updated to version 2024-R1 (FIT, AR, CA, KY, MA states, CA SDI.)'''
-==Build 4.4.2 - 11/28/2023==
-===Services===
-Keystone REST Server (KServer)
-:Windows Client Device API v2: Modify "VehicleStatusUpdate" query in "dispatchevent" endpoint to use projected load LOAD_NO field as the value of the LoadNumber field.
-==Build 4.4.1 - 11/10/2023==
-===Dispatch Module===
-Mix Design Maintenance
-:Fix product search issues in mix design.
-Schedule
-:Fix exception "cdsKey: Cannot perform this operation on a closed dataset" when using the "Quick Ticket" option.
-===Accounts Receivable Module===
-Product Maintenance
-:Fix product search issues in mix design.
-===Accounts Payable Module===
-Enter A/P Balances<BR>
-Handwritten Check Entry<BR>
-Invoice Vouchering
-:Fix foreign key exception when J/C U/M is entered on the distribution screen and then blanked out.
-Print Checks
-:When errors occur during preview/print the "First Check No." will now be reset properly.
-===Payroll Module===
-Tax Library
-:'''Updated to version 2023-R12 (2024 Federal Social Security wage base.)'''
-===General===
-Form Reports
-:When emailing a form using the Email button, do not display the second email dialog.
-===Services===
-Device Server
-:Fix HaulHub Dispatch Event notification device to support all states listed in the 4.4 release notes.
-==Build 4.4 - 10/13/2023==
-===New Features===
-System-wide Events
-:'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''
-Online Payments
-:'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''
-DOT E-Tickets
-:'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''
-===Dispatch Module===
-Cash Payment Entry
-:'''Add order event when a payment is posted.'''
-Driver Hours Report
-:'''Add "Sequence Code" report sequence option.'''
-Event Type Maintenance
-:Option removed from Dispatch File Maintenance menu.
-Order Audit Trail
-:Adjustments made for new events and event types.
 Order Maintenance
-:Fix issue where plant default tax authority not set properly when adding a new order.
+:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
-:'''Use zone from plant default zone when creating new order or when plant is changed.'''
-:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
-:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
-:'''Add "User Id" column to the ticket history grid.'''
-:'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
-:'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
-:Allow deleting orders that have events.
-:'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
-:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
-:'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Print Orders
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
-Schedule
-:'''Add "Void Ticket" button to start the option directly from the schedule.'''
-Ticket Printing
-:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
-:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
-:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
-:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.
-===Ticketing Module===
-Order Maintenance
-:'''Add Events tab.'''
-:'''Use zone from plant default zone when creating new order or when plant is changed.'''
-:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
-:Allow deleting orders that have events.
-:'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
-:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Print Orders
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
-Ticket Printing
-:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
-:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
-:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
-===Accounts Receivable Module===
-Aged Trial Balance
-:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
-Cash Posting<BR>
-Cash Posting Register
-:'''Allowance Code field length increased to 10 characters.'''
-Credit Card Pre-Approval
-:Updated to use the new system-wide events.
-Customer Maintenance
-:'''Add Events tab.'''
-:'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Customer Price Maintenance
-:'''Add Events tab.'''
-:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
-:Remove Customer Maintenance security requirements for adding new prices and deleting prices.
-Driver List
-:'''Add "License Type" field and "Sequence Code" report sequence option.'''
-Driver Maintenance
-:'''Add "License Type" and "Sequence Code" fields.'''
-Driver Productivity Report
-:'''Add "Sequence Code" report sequence option.'''
-Group Price Maintenance
-:'''Add Events tab.'''
-:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''
-Job Price Maintenance
-:'''Add "Src" (price source) column to products grid.'''
-:'''Add "DOT Job Mix Year" column to products grid.'''
-:'''Add Events tab.'''
-:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
-:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
-:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Job Prices List
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
-Owner List<BR>
-Owner Maintenance
-:'''Add "Insurance Exp" field.'''
-Plant Maintenance
-:'''Add "Zone" to Defaults tab.'''
-:'''Add "Force Print Prices" to Ticketing tab.'''
-:'''Add "Force Zone Required" to Ticketing tab.'''
-Product Maintenance
-:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
-:'''Add Events tab.'''
-:'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
-:'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''
-Sales Inquiry
-:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
-Ticket Maintenance
-:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
-:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
-:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.
-===Inventory Module===
-Inventory Reconciliation
-:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
-===Quote Module===
-Quote Maintenance
-:'''Add an event when quote is emailed or printed.'''
-:'''Add "Src" (price source) column to products grid.'''
-:'''Add "DOT Job Mix Year" column to products grid.'''
-:'''Add Events tab.'''
-:'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
-:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
-:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
-:'''Change events are recorded for the following contact level fields: Email.'''
-Print Quotes
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
 ===Accounts Payable Module===
-Handwritten Check Entry<BR>
+Audit List<BR>
-Invoice Vouchering
+Class Maintenance<BR>
-:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
+Federal & State 1099 Export
-:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
+:'''Add support for 1099-DIV form.'''
-Invoice Batch List
+Audit List
-:'''Add "Qty" and "U/M" fields to J/C detail section.'''
+:Print form box numbers on the report instead of the internal box number value.
+:'''Print form box description on the report.'''
-Vendor Maintenance
-:'''Add "Email P.O." option on the Contacts grid.'''
-===Purchase Order Module===
-Print Purchase Orders
-:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
-Purchase Order Maintenance
-:The "Ordered" field can no longer be left blank.
-Purchase Receipt Entry<BR>
-Purchase Receipt Maintenance
-:'''Add date protection for "Date Rcvd" field.'''
-:The "Date Rcvd" can no longer be left blank.
-Setup Periods
+Class Maintenance
-:'''New option added to Purchase Order Setup/Utilities menu.'''
+:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
-===General Ledger Module===
+Federal & State 1099 Export
+:'''Add F4 search capability to Vendor Id selection criteria.'''
-Account Maintenance
-:'''Add Events tab.'''
-:'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''
 ===Payroll Module===
-Employee Maintenance
-:'''Add "License #" field.'''
 Tax Library
-:'''Updated to version 2023-R11 (IN, OH states.)'''
+:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
-===General===
-Batch Maintenance
-:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
-DataScope<BR>
-Query Export
-:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
-System Menu
-:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
-:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
-:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
-Windows Client
-:Fix Help->Quick Support to work correctly with the new GivenHansco website.
 ===Services===
-Device Server
-:'''Finalized Holcim Cement dispatch notification device.'''
-:'''Add several new fields to HaulHub dispatch event notification device.'''
 Keystone REST Server (KServer)
-:Add datatables "dotstates", "dothints" and "dotmatclass".
+:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
-:Fix datatable parsing to properly represent null values.
+:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
-:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
-:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
-:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
-:Windows Client System Methods API: Add "getnexteventlink" endpoint.
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