Difference between revisions of "New Keystone Releases"

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(Items in '''bold type''' are NEW features.)
+
__TOC__
 +
 
 +
 
 +
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 +
 
 +
==Build 3.6.4 - 12/23/2019==
 +
 
 +
===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 End of Day<BR>
 +
Dispatch Re-Transfer Tickets
 +
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 +
 
 +
Dispatch Order List
 +
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 +
 
 +
===Ticketing Module===
 +
 
 +
Ticketing End of Day<BR>
 +
Ticketing Re-Transfer Tickets
 +
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 +
 
 +
Ticketing Order List
 +
: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 Order Maintenance<BR>
 +
Ticketing 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.)
 +
 
 +
===Accounts Receivable Module===
 +
 
 +
A/R 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 hint to Start/End Date fields.'''
 +
:'''Show Start/End Date using 4 digits for the year on the summary grid.'''
 +
 
 +
A/R Import Tickets<BR>
 +
A/R Ticket Maintenance
 +
: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
 +
:'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
 +
:Fix Access Violation exception when attempting to email a document image from the document preview window.
 +
 
 +
A/R Plant Maintenance
 +
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 +
:'''Copy Dispatch Warning when copying plant products.'''
 +
 
 +
A/R Print Invoices<BR>
 +
A/R Reprint Invoices
 +
: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===
 +
 
 +
A/P Invoice Vouchering
 +
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
 +
 
 +
===General Ledger Module===
 +
 
 +
G/L Transaction Entry
 +
:When posting a batch, use the current User Id when creating the reversing batch.
 +
 
 +
===Payroll Module===
 +
 
 +
Payroll ACA 1094/1095 Export
 +
:'''Updated for 2019 changes.'''
 +
 
 +
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===
 +
 
 +
Setup Installer
 +
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
 +
 
 +
Report Preview
 +
:'''Add mouse wheel support to preview window.'''
 +
 
 +
General
 +
:Remove Database Connected indicator in the top right of every Keystone screen.
 +
 
 +
===Services===
 +
 
 +
Application Server
 +
:Do not log the prepare remote data queries for the remote company database.
 +
 
 +
Keystone REST Server (KServer)
 +
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
 +
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
 +
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
 +
: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
 +
: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
 +
:Force KServer service start when updating the master application server.
 +
:Updated Visual C++ 2013 Runtime libraries.
 +
 
 +
===Services===
 +
 
 +
Device Aggregator
 +
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
 +
 
 +
Device Server
 +
:'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
 +
:'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
 +
 
 +
Keystone REST Server (KServer)
 +
:'''Improved cache version handling to avoid update conflicts.'''
 +
:'''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==
 
==Build 3.6 - 8/30/2019==

Revision as of 16:51, 8 January 2020


NOTE: Items in bold type are NEW features.

Build 3.6.4 - 12/23/2019

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 End of Day
Dispatch Re-Transfer Tickets

Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path.

Dispatch Order List

Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."

Ticketing Module

Ticketing End of Day
Ticketing Re-Transfer Tickets

Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path.

Ticketing Order List

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
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 Order Maintenance
Ticketing 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.)

Accounts Receivable Module

A/R 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 hint to Start/End Date fields.
Show Start/End Date using 4 digits for the year on the summary grid.

A/R Import Tickets
A/R Ticket Maintenance

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

Add ability to add new Plant, Salesperson and Tax Authority on the fly.
Fix Access Violation exception when attempting to email a document image from the document preview window.

A/R Plant Maintenance

Add A/R system option for Product Separator, use as default when copying plant products.
Copy Dispatch Warning when copying plant products.

A/R Print Invoices
A/R Reprint Invoices

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

A/P Invoice Vouchering

When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.

General Ledger Module

G/L Transaction Entry

When posting a batch, use the current User Id when creating the reversing batch.

Payroll Module

Payroll ACA 1094/1095 Export

Updated for 2019 changes.

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

Setup Installer

Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)

Report Preview

Add mouse wheel support to preview window.

General

Remove Database Connected indicator in the top right of every Keystone screen.

Services

Application Server

Do not log the prepare remote data queries for the remote company database.

Keystone REST Server (KServer)

Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.
FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.
GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.
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

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

Force KServer service start when updating the master application server.
Updated Visual C++ 2013 Runtime libraries.

Services

Device Aggregator

Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.

Device Server

Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.
Modify Verifi Status device to use new HTTP connection for each individual request.

Keystone REST Server (KServer)

Improved cache version handling to avoid update conflicts.
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

Dispatch Module

Concrete Calculator

Fix mismatch between shape drop-down and grid shape column descriptions.

End of Day

Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.

Order Maintenance

Add "Delivery Instructions 1" field to advanced order search dialog.

Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.

Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)

Add "Contact Name" to F4 search field list.

Use current PC clock date as delivery date when creating orders.

When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.

When copying an order, verify that the Customer and Plant Id fields are not blank.

Print Orders

Fix incorrect "Delivered Sales Tax" total.

Re-Transfer Tickets

Retrieve tickets from sales history for Export Ticketing locations.

Ticket Printing

Display "job expired" 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.

Truck Demand Graph

Add user option to add an extra 1 yard load for plus orders.

Void Tickets

Send void ticket notification to Keystone Online dispatch event device.

Ticketing Module

End of Day

Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.

Order Maintenance

Display product warning message after entering Product Id.

Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.

Add "Contact Name" 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.

Order Stack

When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.

Print Orders

Fix incorrect "Delivered Sales Tax" total.

Re-Transfer Tickets

Retrieve tickets from sales history for Export Ticketing locations.

Ticket Printing

Display product warning message after entering Product Id.

Display "job expired" 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.

Accounts Receivable Module

A/R Cash Posting

Show Void Reason at top of Invoice History form.

A/R Inquiry

Do not bold Invoice Number if Invoice Notes tab only contains blanks.

Automatic Product Maintenance

Add ability to setup automatic product to match product codes using base product/plant id.

Italicize inactive automatic products on the main grid.

Indicate "Match Products on Base" by including an asterisk (*) after the Products summary.

Credit Card Pre-Approval

Significant performance improvement when loading orders.

Import Tickets

Add CSV_AUTOFIELDS configuration option for import batch tickets.

Add "Job Block" 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.

Inventory Purchase Receipts Batch Register

Add "Receipt No." field to report.

Job Price Maintenance

Add ability to set the "Tkt/Ord Products" field to a specific value whenever a new job is added (contact support if you need this feature.)

Open Ticket Stack

Eliminate delay when the "Reprice All" 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.

Physical Inventory Entry

Prevent entering a negative count.

Plant Maintenance

Fix issue where "Devices" tab only shows last device after accepting plant changes.

Print Invoices

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.

Product Maintenance

Add support for "Mix Modifier" products.

Re-Print Invoices

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.

Quote Module

Print Quotes

Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)

Quote Maintenance

Add "Create Order" option to re-book job dialog.

Accounts Payable Module

A/P Handwritten Check Entry

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.

A/P Inquiry

Add Discount Date, Discount Offered and Discount Taken as optional grid fields.

Do not bold Invoice Number if Invoice Notes tab only contains blanks.

Select Invoices for Payment

When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.

Vendor Invoice History

Show Void Date for voided invoices.

General Ledger Module

Trial Balance

Add "Account Type" as the first field in all report sequences.

Add "Account Type" group indication and subtotals.

Payroll Module

Calculate Payroll

Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.

Company Maintenance

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.

Employee Maintenance

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.

Tax Library

Updated to 2019-R9 version (ID, MA, MO, VT states.)

General

DataScope

Add support for security roles on custom queries.

Add Roles, Menu Key and Pub(lic) columns to query list grid.

Device Maintenance

Add support for "Dispatch Event" devices.

Document Preview

Add support for PDF documents.

File Maintenance

Eliminate leading/trailing blanks in key fields when adding new items.

Form Reports

Add support for rendering PDF documents as images.

General

Add Help->GivenHansco Web Site menu option.

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.

Query Export

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.

Reports

Change default report image method to "Synopse GDI" to improve images on forms.

System Menu

On the Edit User dialog, add "(10 characters max)" 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.

Services

Application Server

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 "Dispatch Event" devices.

Add log message when system license info changed.

Only send active load statuses when sending dispatch events.

Device Aggregator

Add support for "Dispatch Event" devices.

Device Server

Add support for "Dispatch Event" devices.

Add "Keystone Online" batch control link.

Add "Keystone Online" 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.

Keystone REST Server (KServer)

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 "IPAllowed" and "RequestThreads" configuration parameters.

Setup multiple threads (256 maximum) for HTTP server.

Add support for "list" parameters.

Add support for "MS Access" databases.

Support dynamic construction of WHERE clause for SELECT queries.

Add support for "range" filters on query parameters.

Support singleton auto-run item (once per server.)

Version API: Add statistics endpoints.

FX API: Significant performance improvement in "matreqdet" query in materialrequiredbyhour endpoint.

Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" 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 "ScheduleByPlant" 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 "Loads" return data of the "ScheduleOrderLoads" endpoint.

Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.

FX API: Fix "materialrequiredbyhour" endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.

GPS API: Fix "truckticketinfo" endpoint to return GPS plant number using translated version of Keystone plant number.

Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)

Stonemont API: Fix "xbatchresultlist", "xbatchresults" and "xbatchresultscondensed" queries to no longer move the begindate parameter to the start of the day.

When running autorun query, first check that database version is current, abort if not.

FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.

Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.


Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

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Release Notes for Keystone 3.1.x

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Release Notes for Keystone 2.9.x

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Release Notes for Keystone 2.3.x

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