New Keystone Releases

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Revision as of 00:46, 28 November 2022 by Pmorey (talk | contribs)
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NOTE: Items in bold type are NEW features.

Build 4.3.1 - 11/27/2022

Accounts Payable Module

Federal & State 1099 Export

Updated for tax year 2022.
Remove IA_BEN payer element (not required for 2022.)
Add empty box 13 for 1099-MISC (new for 2022.)
Add Vendor Id selection.

Print 1099 Forms

Updated for tax year 2022.
The IRS 2022 1099 forms require printing the last two digits of the tax year.

Payroll Module

ACA 1094/1095 Export

Updated for tax year 2022 (no changes.)
Add Employee Id selection.

Federal & State W-2 Export

Updated for tax year 2022 (no changes.)
Add Employee Id selection.

Print W-2 Forms

Updated for tax year 2022 (no changes.)

Cash Management Module

Statement Reconciliation

Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)

Build 4.3 - 11/18/2022

Dispatch Module

Order Maintenance

The EDIT and VISIBLE security options on Unit Price field are now handled properly.
Improve performance of quoted job product lookup.
Improve performance of job lookup by loading jobs for current customer only.
Widened "Event Date/Time" on the Events tab.

Schedule

Add prompt if schedule already open, allow user to select to view current schedule or open new one.
Add order SHIP_TO_2 as an optional schedule grid field.

Ticket Printing

The EDIT and VISIBLE security options on Unit Price field are now handled properly.
When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)
Improve performance of quoted job product lookup.
Improve performance of job lookup by loading jobs for current customer only.
Add Driver Name below the Driver Id field on the ticket stub screen.

Ticketing Module

Order Maintenance

The EDIT and VISIBLE security options on Unit Price field are now handled properly.
Improve performance of quoted job product lookup.
Improve performance of job lookup by loading jobs for current customer only.

Ticket Printing

The EDIT and VISIBLE security options on Unit Price field are now handled properly.
Improve performance of quoted job product lookup.
Improve performance of job lookup by loading jobs for current customer only.
Add Driver Name below the Driver Id field on the ticket stub screen.

Accounts Receivable Module

A/R Inquiry
Cash Posting

Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.

Customer Price Maintenance

Improve performance of product lookup.
Widened "Last Changed" grid column.

Customer Maintenance

Improve performance of product lookup.
Remove DOT tab (obsolete.)

Delivery Truck Log

Do not include sales history from voided/reversal invoices.

Group Price Maintenance

Improve performance of product lookup.
Widened "Last Changed" grid column.

Job Price Maintenance

Improve performance of product lookup.
Improve performance of job lookup by loading jobs for current customer only.
Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
Widened "Last Changed" grid column.
Zone and Product lookups to are now loaded only when the dropdown is clicked.
Add state DOT field hint messages.
Remove "Project Id" on DOT tab (obsolete.)
Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
Add F4 search to Plant Id and Usage Type fields.
The setup parent job dialog will no longer load the lookup list of all jobs when shown.
Add ability to add/edit Usage Class on the fly.
Limit Job Id field to 18 characters when copying a job.

Open Ticket Stack

Improve performance of quoted job product lookup.
Improve performance of job lookup by loading jobs for current customer only.

Plant Maintenance

When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.
Remove "Plant Identifier" on DOT tab (obsolete.)
Add state DOT field hint messages.
When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.

Product Maintenance

When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.
Add state DOT field hint messages.

Quick Ticket Entry

Improve performance of quoted job product lookup.
Improve performance of job lookup by loading jobs for current customer only.

Sales Tax Rate Maintenance

Add splitter control to adjust heights of locality/rate grids.
Increase default height of tax locality rate grid.
Do not delete tax locality when tax locality structure record deleted.

Ticket Maintenance

Improve performance of quoted job product lookup.
Improve performance of job lookup by loading jobs for current customer only.
Widened "Load Date/Time" column on the Batch Weights tab.
Widened dispatch times on the Times/Email tab.
Fix issue where scale weight popup would not appear in certain cases.

Truck Maintenance

Remove DOT tab (obsolete.)

Unit of Measure Maintenance

Add state DOT field hint messages.

Inventory Module

Enter Inventory Balances
Misc. Inv. Transactions
Physical Inventory Entry
Production Receipts
Purchase Receipts

Improve performance of stocked product lookup.

Inventory Reconciliation

Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)

Inventory Transfers

Improve performance of stocked product lookup.
Add F4 search capability to Transfer In product.

Quote Module

Quote Maintenance

Add state DOT field hint messages.
Improve performance of product lookup.
Improve performance of quote lookup by loading quotes for current prospect only.
Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
Widened "Last Changed" products grid column.
Add F4 search to Plant Id and Usage Type fields.
Do not load list of all jobs at startup.
Add ability to add/edit Usage Class on the fly.
Limit Quote Id field to 18 characters when copying a quote.

Accounts Payable Module

Handwritten Check Entry

When posting the batch, write check number to G/L transaction table.

Import Invoices

Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)

Print Checks

Do not process void invoices with a non-zero To Pay amount.

Select Invoices for Payment

Fix so saving changes does not update any void invoices.

Cash Management Module

Statement Reconciliation

When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.

Payroll Module

Employee Maintenance

Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.

Tax Library

Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)

Purchase Order Module

Purchase Order Maintenance
P.O. Receipt Maintenance

Improve performance of vendor product lookup.

General

Setup

Automatically install 32 or 64-bit version of KServer based on target Windows version.

System Menu

Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
Show a progress bar in the Keystone taskbar icon when downloading web update.

Windows Client

When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)

Services

Device Aggregator

Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.

Device Server

Completed implementation of the HaulHub batch weight notification device.
Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
Fix potential thread-safety issues.
Add default root URL for Keystone Online Contact Notification device.
All Keystone Online API calls now use "https" prefix by default.

Keystone REST Server (KServer)

Add ability to specify conditions for actions.
Add LeftStr, MidStr, RightStr and SplitFileLevels functions.
Add "logquerystats" config file parameter.
Stonemont QC API: Apply field truncations when posting data to avoid errors.
Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
Windows Client Quote API: New API added.

Release Notes for Keystone 4.2.x

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