Release Notes for Keystone 2.6.x
Build 2.6.7 - 10/23/2013
Enhancements
A/R Cash Posting
- Added optional fields to the invoice grid: Qty Total, U/M, Cust P.O., Due Date, Cust User 1 and Tax Authority.
A/R Inquiry
- Added optional fields to the invoice grid: Due Date, Cust User 1 and Tax Authority.
A/R Pre-Billing Audit List
A/R Ticket Activity Report
A/R Ticket Batch List
- Prints warning if a product Unit of Measure is blank or invalid.
A/R Print Invoices
- The Tax Authority Description can now be printed on the invoice (contact support if you need this feature.)
- Added error message if the U/M of a product on a ticket is missing or invalid.
A/R Product Maintenance
- The U/M field is now required (it cannot be left blank.)
Inventory Status Report
Inventory Valuation Report
Product Transaction Report
- Added Reconcile Group to selection criteria.
Dispatch Order List
- Added "Show Cancelled Orders" checkbox option.
Dispatch Order List
Ticketing Order List
- User options are now saved between runs.
Dispatch Order Maintenance
- Added hint to the scheduled date/time column of the Loads tab which shows the actual/projected on-job time for shipped loads.
- Added field change event when the Delivery Date is changed.
Dispatch Schedule
- When an order is shipped, validate that the order has a P.O. Number if the customer requires one, and allow the user to edit the order if it does not have a P.O. Number.
Dispatch Ticket Printing
Ticketing Ticket Printing
- Added the ability to print the Contact and Phone Number fields from the order on the ticket (contact support if you need this feature.)
Payroll Tax Library
- Updated to 2013-R14 version.
Device Server
- TrakIt Legacy status interface now supports returned concrete.
Corrections
A/R Customer Maintenance
- No longer asks to update sales history for customer class changes when a new customer is entered (introduced in 2.6.6.)
A/R Open Ticket Stack
- The Rename Jobs feature will now rename all matching jobs (introduced in 2.6.6.)
A/R Print Invoices
- Error information is no longer truncated.
- The Tax Code for exempt products will now be changed to '2' if it is 'N' at the time of invoicing (long-standing bug.)
Dispatch Order Maintenance
- When recalculating load times the most recent shipped load (if there is one) will now be used as the starting point for remaining unshipped loads.
- When recalculating load times pre-ticketed loads are now treated as unshipped (scheduled time will be adjusted.)
- When recalculating load times the system was not properly calculating if the Delivery Time was prior to 1:00 AM.
- Load times are now recalculated when the zone and/or zone time fields are changed.
- When using the Quick Order function from the Dispatch Schedule, the Customer Id will now be validated (previously the system allowed any value for Customer Id.)
- Fixed exception 'Cannot focus a disabled or invisible window' when an order validation error occurred while ticketing an order from the Dispatch schedule.
Dispatch Ticket Printing
Ticketing Ticket Printing
- Driver Id & Driver Name fields will now be properly sent to batch controls.
P.O. Receipt Maintenance
- Unreceived products from the P.O. will now be pulled into the receipt whenever the P.O. Number is changed, even if there are existing products on the receipt.
- Fixed issue where the Time Rcvd was left blank, the user selects the P.O. Number, gets an error saying the Time Rcvd cannot be blank and no products from the P.O. appear on the receipt.
- The P.O. Status will now reset back to Approved if a receipt is deleted after the P.O. Status was changed to Complete.
Print Purchase Orders
- Now uses A/P Products for product lookup in selection criteria.
Calculate Payroll
- Exceptions that occur at the end of calculation will now report proper data field values (Emp Id, Def Id, etc.)
Payroll SUTA E-File Export
- Fixed exception when exporting the 'F' record for Pennsylvania.
A/R
- In A/R Product lookups, all 20 characters of the Product Id will now be shown.
- Reverted a change that was made in 2.6.5 which caused void/reversal invoices to no longer appear on sales reports.
Payroll
- Fixed the default G/L account logic which was not checking for a valid account unless a plant number adjustment occurred.
System
- Grids that have sortable columns will now sort without regard to upper/lower case.
- Removed the F7 shortcut key from Copy buttons system-wide (was interfering with F7 functions in certain options.)
- Added workaround for the disappearing Windows Temp folder problem (only a few customers experienced this.)
- When maximizing a Keystone window, some drop-down lists were compressed and difficult to read.
Build 2.6.6 - 9/13/2013
Enhancements
A/R Customer Price Maintenance
A/R Group Price Maintenance
- Added ability to copy a set of prices from one customer/group to another that does not currently have prices.
A/R Open Ticket Stack
- Added ability to bulk hold/unhold tickets.
A/R Email Invoices
- Added "Loading Data" message at startup.
Quote Maintenance
- Added ability to send an email when a quote is booked as a job. Contact support if you need this feature.
Dispatch Detail Yardage Report
- Added Job Id selection.
Dispatch Order Maintenance
Ticketing Order Maintenance
- Added security control to Copy Order function. Contact support if you need to restrict copying orders by user.
- A credit check will be performed before copying an order.
Dispatch Schedule
- Salesperson has been added as an optional field.
Export Tickets to Accounting
- Added preview ability when invoices are to be printed.
Print Purchase Orders
- Added Product Id selection (prints entire purchase order if Product Id exists on it.)
G/L Financial Statements
- Added ability to set font size and bold, italic and underline effects. Contact support if you need this feature.
- Added "group filter plus" ability to accumulate group filter conditions and apply all at once. Contact support if you need this feature.
G/L Print Financial Statement Format
- Added descriptive codes for new Font command.
Payroll
- Implemented new logic when processing department and plant G/L masks.
Datascope
- Added Incremental Search, Column Filtering, App and Security Level columns to query list.
- The printer orientation (portrait/landscape) can now be specified for reports.
System Location Maintenance
- Added RENAMELEVELS parameter to Transfer In parameters to support multiple backup levels when loading office data.
System Option Maintenance
- Now displays nested section description above options grid.
Payroll Tax Library
- Updated to 2013-R13 version.
Corrections
A/R Customer Maintenance
- Ask to update customer class in sales history when a blank customer class is changed to a non-blank one.
A/R Open Ticket Stack
- Fixed problems when applying bulk job name/pricing changes in conjunction with filtering.
A/R Unit of Measure Maintenance
- Fixed exception when editing Unit of Measure (introduced in 2.6.4.)
- Lookups on Unit of Measure are now updated when the Extended U/M is changed.
Prepare Remote Ticketing Data
- Fix exceptions when jobs and zones refer to plants not present on the remote system.
Dispatch Concrete Calculator
- Eliminated "Foundation" type, rolled into Wall/Slab type.
Dispatch Order Maintenance
- Order is now repriced if the Zone is changed.
Dispatch Schedule
- Fixed so Ship To 1 is available as an optional field (added in 2.6.5 but did not work.)
Dispatch Ticket Printing
Ticketing Ticket Printing
- Fixed Driver Code & Name fields for ULINK.
Ticketing Order Maintenance
- When copying an order, the COD/Print Prices checkboxes are now set appropriately for the target customer.
Payroll Import Timecards
- Improved warnings for inactive employees.
Query Export
- Default printer orientation to Automatic for new queries.
Build 2.6.5 - 8/13/2013
Enhancements
A/R Open Ticket Stack
- Added Order ID as an optional field.
A/R Automatic Product Maintenance
- Automatic products can now be added based on time of day.
- Improved summary display on main page.
A/R Email Invoices
A/R Re-Print Invoices
- Added checkbox to include document imaging ticket images for each invoice (each document image is a separate page.) Contact support if you need this feature.
Dispatch Order Maintenance
- The Comment 1 & Comment 2 fields are now brought into the order from the job.
Ticketing Order Maintenance
- Loads Shipped can now be modified.
Dispatch Ticket Printing
Ticketing Ticket Printing
- Now handles up to a 25" slump.
Dispatch Schedule
- Added Ship To 1 as an optional field.
Dispatch Export Tickets to Accounting
- Added ability to include/exclude comments when exporting tickets using the EXF format (excludes comments by default.)
Print Quotes
- Plant Name, Address and Phone Number can now be printed on the quote.
G/L Financial Statements
- Added new Income Statement format which compares actual, prior year, and budget MTD and YTD amounts with percentages. Contact support if you need this feature.
Payroll Import Timecards
- Added new "GPS" import format.
- Backup routine now handles wildcard file selection.
Query Export
- The printer orientation (portrait/landscape) can now be specified for query reports.
Document Imaging
- Supports linking two documents to one item (i.e. two scanned copies of a ticket.)
- Performance improvement when looking up linked documents.
Device Server
- Driver Name is now sent via ULINK (field #15.)
Corrections
A/R Prepare Remote Ticketing Data
- Fixed exception when calculated inventory average cost is negative (now uses standard cost.)
Dispatch Ticket Printing
Ticketing Ticket Printing
- When creating an order from a ticket, the Print Prices field of the order will be set based on whether the ticket was priced or not.
Dispatch Reports
- Invoiced tickets will no longer be included if the invoice associated with the tickets was voided.
A/P Month End
- Fixed exception when processing zero-dollar invoices with linked P.O. receipts.
Purchase Order Maintenance
- The Qty Received will now be cleared when copying a purchase order.
- Now prevents deleting a product that has already been received.
Prepare Payroll
Re-print Paychecks
- The default Cash G/L Account will be set to the check amount company definition if it is not blank.
Payroll Timecard Maintenance
- Significant performance improvement when there are lots (more than 20) of timecards per check.
Form ID Lookups
- Widened the Form ID field in the lookup so the entire Form ID can be seen.
Document Imaging Linker
- Eliminate error message when there are no unlinked documents.
Build 2.6.4 - 6/26/2013
Enhancements
Ticketing
- Now supports the "Send Mix to Batch" function.
A/R Product Maintenance
- On the mix design tab, the Expanded U/M will now be shown if it is non-blank.
A/R Quick Ticket Entry
- Added Delivery Instructions 1-4 as available fields.
Payroll Tax Library
- Updated to 2013-R10 version.
Corrections
Dispatch Order Maintenance
- When recalculating order loads, a safety check has been added to be certain that the product's load size matches the order's load size.
Prepare Payroll
- The default cash g/l account for the payroll run is now set to the g/l account defined in the first "Check Amount" company definition.
Print Paychecks
Reprint Paychecks
- The cash g/l account drop-down box is now set to the g/l account defined in the first "Check Amount" company definition.
Build 2.6.3 - 6/11/2013
Corrections
Dispatch Schedule
- Fixed bug (introduced in 2.6.1) which prevented trucks from appearing in the clocked-in trucks list.
Build 2.6.2 - 6/10/2013
Corrections
Payroll Timecard Maintenance
- Fixed exception "Field LAST_LINE_NO not found" when entering timecard.
Build 2.6.1 - 6/7/2013
Enhancements
A/R Customer Sales History Report
- Added invoice subtotals.
Enter Inventory Balances
- Added checkbox to mark unreconciled transactions prior to balance date as reconciled.
Inventory Valuation Report
- Includes extended value, added "skip zero" option and group by inventory account option.
Print Quotes
- A new field is available which indicates the difference between list price total and discounted quote total.
Truck Maintenance
- New field "Plate Number" added.
Dispatch Order Maintenance
Ticketing Order Maintenance
- The two product description lines from the product table can now be printed on the order form.
Dispatch Order Maintenance
- Added event when the Will-Call status of an order is changed.
Dispatch Schedule
- Custom grid settings for the Clocked-In/Clocked-Out truck grids will now be saved.
Dispatch Ticket Printing
Ticketing Ticket Printing
- The truck's Expiration Date will be checked and a warning will appear if expired.
Ticketing Weigh Truck
- New trucks can now be added from within this option.
J/C Transaction Batch List
J/C Transaction Entry
- Added "Rate" column.
J/C Transaction Entry
- The Trx Amount will be recalculate when the Rate or Trx Qty changes.
- When Trx Type changes the Rate and Unit of Measure will be defaulted from the job budget table first, transaction type table second.
Payroll Adjust Definition Balances
- Factor value columns can now be filtered by value.
- Screen is now sequenced by Employee Id.
Payroll Tax Library
- Updated to 2013-R9 version.
Document Imaging Link Documents
- Now supports multiple document types (previously only supported tickets.)
Query Export
- Added Incremental Search, Column Filtering, App and Security Level columns to query list.
Corrections
A/R Email Statements
- Fixed the "Separate by Plant" option.
A/R Print Invoices
- Fixed problem where invoices could be duplicated without tax transactions when F12 key used from the preview screen.
Inventory Batch List
- Fixed report for Inventory Balance batches.
Inventory Product Transactions Report
- Always reports Unit of Measure based on the product, now converts transaction quantities to product U/M.
Inventory Transfers
- Fixed “EOleException: Invalid Argument” error when posting the batch.
Dispatch Export Tickets to Accounting
- Ignore comments when exporting tickets.
Dispatch Schedule
- Security options for Dispatch Order Maintenance are now respected when using the Quick Order/Edit Order options from the schedule screen.
Dispatch Ticket Printing
Ticketing Ticket Printing
- The truck lookup list will now be refreshed when the screen is idle (cursor is in the Customer Id box) so that new trucks added can be used on the next ticket.
- A ticket will not be accepted if no products have been entered.
Purchase Order Receipt Maintenance
- Fixed warning message when existing receipt Qty Received changed.
Certified Payroll Report
- Fixed to include only job activity tied to payroll.
Payroll Adjust Company Definitions & Factors
- Now properly saves changes to G/L Accounts and G/L Mask.
Payroll Automatic Pay
Payroll Timecard Maintenance
Prepare Payroll
- The Cash G/L Account box has been removed, it is no longer used.
Payroll Print Checks
- The Cash G/L Account filter is now based on the calculated payroll results instead of the timecards.
Reports
- The system will now validate dates before previewing a report (previously dates were validated only before printing.)
General
- Fixed "F1" help so that it always goes to the wiki-based help for every system option.
Build 2.6.0 - 4/25/2013
New Feature
Product Base Pricing
- A new method of determining product pricing has been added. Please contact GivenHansco for more information.
Enhancements
A/P Void Check
A/P Void Invoice
- The void process is significantly faster.
A/R Edit Ticket Times
- Improved default layout and sort sequence.
A/R Job Price Maintenance
- Added "Plant Mix" and "Def Plant" fields which are used for new orders where the job is specified.
A/R Plant Maintenance
- Added "Base Price Plant" and "Default Plant Mix" fields. Default Plant Mix will be copied to new orders if specified.
A/R Plant Maintenance
A/R Ticket Maintenance
Dispatch Order Maintenance
Ticketing Order Maintenance
- Added warning when Tax Authority Method is Force or Default and the Default Tax Authority is blank.
A/R Open Ticket Stack
A/R Quick Ticket Entry
A/R Ticket Maintenance
Dispatch Order Maintenance
Ticketing Order Maintenance
- A new option has been added which controls whether linked price products are included in the product drop-down list. Linked price products are grouped together after quoted products and are designated with the letter "L".
A/R Product List
- Include List Price from linked product if appropriate.
Dispatch Order Maintenance
- Added "Plant Mix" field which is sent to the batch control when the order is ticketed.
Quote Maintenance
- Added "Plant Mix" and "Def Plant" fields which are copied to the job and/or order when the job is booked, and updated to the job when the job is re-booked.
Device Server
Dispatch Ticket Printing
- Plant Mix Type (wet/dry) is now sent to ULINK batch controls.
Dispatch Reports
- Significant performance improvements.
Printing
- Added ability to specify landscape orientation for forms.
- Forms with images will print faster due to caching of the image files.
Payroll Tax Library
- Updated to version 2013-R7a.
Corrections
A/R Job Price Maintenance
- The "Quoted Products Only" option has been corrected.
A/R Product Maintenance
- Force "Base Product" field to uppercase.
A/R Sales Tax Report
- The Tax Locality G/L account will now apply the plant G/L mask if appropriate.
Dispatch Order Maintenance
- When copying an order, the COD and Print Prices fields will be set as if a new order were being entered for the customer.
Dispatch Ticket Printing
Ticketing Ticket Printing
- Fixed exception "cannot perform this operation on a closed dataset" when an inactive producte code is entered.
- When the same product appears more than once on an order, the delivered quantity of each of the duplicate products is now updated correctly.
Quote Maintenance
- When creating an order while booking the job, the Print Prices, Taken By and Change By fields are now set properly.
A/R
- The product drop-down list will now always show the real product description.
A/P 1099 E-File Export
- Fixed 1099-MISC boxes 13 & 14 to use the correct fields in the export file.
A/P ACH Export
- Exports the "Type 6" offset record by default.
- Fixed routing number truncation to work the same as Payroll ACH Export.
- Added dummy "nines" record(s) to conform to ACH blocking factor specification.
A/P Invoice Vouchering
- Automatic G/L distributions will now occur when P/O is active but the invoice has no P/O number.
A/P Print ACH Stubs
- Fixed "foreign key violation on Z$APTCHKDT" when a vendor with no Discount G/L account is printed.
Payroll ACH Export
- Added dummy "nines" record(s) to conform to ACH blocking factor specification.
- Removed nines from reserved field in Type 9 record.
Payroll SUTA E-File Export
- Added missing export files for 2013.
Payroll Void Paychecks
- The original check date must be in an open period.
Printing
- Current Windows printer properties are now used for all printers.
- For normal (non-form) reports, portrait or landscape orientation will be set based on current Windows printer properties.
- Fixed issues when printing custom forms using the "Forms" drop-down button.
