Release Notes for Keystone 2.5.x

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Build 2.5.25 - 3/11/2013

Enhancements

A/R Edit Ticket Times

New option added to the A/R Invoicing menu which allows editing of actual times on office tickets.

A/R Job Price Maintenance
A/R Ticket Maintenance
Dispatch Ticket Maintenance
Dispatch Ticket Printing
Quote Maintenance
Ticketing Ticket Printing

The Delivery Instructions fields will now "auto-wrap" as the user enters text (similar to Order Maintenance.)

A/R Product Maintenance

When entering a Standard Cost for a product for the first time, the system will generate the Cost transaction as of the beginning of time.
When changing a product's Standard Cost, the system will ask for the transaction date/time to use for the Cost transaction.

Quote Maintenance

When emailing a quote you can now add additional file attachments to the email.

Dispatch Edit Ticket Times

New option added to the Dispatch menu which allows editing of actual times on plant tickets.

Dispatch Reports

All dispatch reports should now run noticably faster.

Dispatch Schedule

User changes to the layout of the "Next to Load" grid are now remembered for the next run.

Email Configuration

New option added to the System Maintenance menu, which allows the ADMIN user to configure global email settings and normal users to override these settings as needed.

Payroll Tax Library

Updated to version 2013-R7.

Corrections

A/R Cash Posting
A/R Customer Maintenance
A/R Inquiry

Fixed exception when printing a custom statement using the "Forms" drop-down button.

Dispatch Schedule

Fixed display of Returned Concrete amount in Available Trucks List (was not showing fractional yards.)
Fixed display of Time in Available Trucks List so it can be negative.

Commit Payroll

When committing a payroll with A/P payments, the generated A/P batch was not appearing in A/P Invoice Vouchering until Keystone was restarted.
When committing a payroll with A/P payments, zero dollar payments will no longer be generated.
When committing a payroll with A/P payments, a warning will be issued for negative payment amounts.

Print Direct Deposit Stubs
Print Paychecks
Re-Print Direct Deposit Stubs
Re-Print Paychecks

Added new syntax version for forms to resolve problems when including categories with multiple definitions of the same type.

Print Direct Deposit Stubs
Re-Print Direct Deposit Stubs

Fixed problem where check form would be used in place of direct deposit form when a syntax error was present in the direct deposit form.

G/L Journal Entry

Fixed foreign key violation exception when posting a reversing transaction batch.

System Menu

Fixed "Output buffer overflow" exception when using the Help->System Information option on systems with InterBase 2007 or higher.

Build 2.5.24 - 2/27/2013

New Feature

Returned Concrete in Dispatch

The Dispatch module now fully supports returned concrete. This new feature is automatically enabled after installing this update. Please contact GivenHansco if you need this feature turned off.

Enhancements

Inventory Valuation Report

Added Inventory G/L selection.
Added sequence option to group by Inventory G/L.

Dispatch Schedule

When a load is shipped, you can now enter the "Qty On Board" on the ticket stub screen. This value will default from the amount of Returned Concrete set for the truck from the previous load. The Qty On Board will be sent to a ULINK batch control during ticketing.
When a truck is in Washout or Returning status or is in the yard, you can set the "Returned Concrete" using a new option on the right-click menu. The value entered will be stored with the truck and automatically appear as "Qty On Board" the next time the truck is ticketed.
A new column ("Ret") has been added to the Clocked In Trucks grid which indicates the amount of Returned Concrete on the truck. The column appears highlighted for trucks which have returned concrete.

Dispatch Beginning of Day

Returned Concrete amounts stored in the truck table will be cleared.

Device Aggregator
Device Server

Returned Concrete amounts sent from the GivenHansco GPS module will be processed into Keystone Dispatch.

W-2 Corrections E-File Export

This option has been added to the Payroll Year End menu. It may currently ONLY be used to correct missing "Cost of Employer Sponsored Healthcare" amounts.

General

The "System Info" dialog will now display the number of licensed InterBase users.
Information reported during a company database restore will now be logged to the Application Server log.
Errors occurring during a company database backup or restore from a workstation will now be reported as part of the error dialog.

Corrections

A/R Cash Posting
A/R Customer Maintenance
A/R Inquiry

Fixed exception when using the "Forms" drop-down button for a standard form.

A/R Plant List

Fixed exception when "Accounting Settings" checkbox is checked.
The "Plant Type" selection drop-down list now includes all plant types.

Dispatch Export Tickets to Accounting

Fixed issue with MAS-90 EXF export which caused the products from the first ticket to be used for all remaining tickets.

Payroll W-2 E-File Export

A local tax will only be exported if the gross amount for the tax jurisdiction is not zero.
Added 2012 Accuwage link to info screen.

Build 2.5.23 - 2/11/2013

Enhancements

A/R Aged Trial Balance

This report runs much faster than previously, especially when a single customer is selected.

A/R Open Ticket Stack

Added Job Lot and Job Block as optional fields.

A/R Ticket Maintenance
Dispatch Order Maintenance
Dispatch Schedule
Dispatch Ticket Maintenance
Dispatch Ticket Printing
Ticketing Ticket Printing

These options start much faster than previously.

Dispatch Export Tickets to Accounting

Added ability to print invoices prior to export.
Configurable export (EXF) can now use the results of Print Invoices when exporting.
Added MAS-90 EXF-style export.

Quote Maintenance

The Customer/Prospect Name has been added to the Email contacts grid (only when the SearchAllEntities option is active.)

C/M Statement Reconciliation

Added Credit Amount to the deposit history grid (shows amount of check that was applied to this invoice.)

P.O. Receipts List

Added P.O. Number and Description to report.
Added ability to sort by P.O. Number.
Added P.O. Number selection.

Payroll Tax Library

Updated to version 2013-R6 (2013 withholding changes for MO, VT, KS and NM.)

Corrections

A/R Cash Posting
A/R Customer Maintenance
A/R Inquiry

Forms that are not applicable for the current User, Company and/or IP Address will no longer appear on the "Forms" drop-down button.

Dispatch Ticket Printing
Ticketing Ticket Printing

Fixed Access Violation exception at startup when discounts are not active.

Quote Maintenance

When emailing a quote and manually entering an email address, the current prospect/customer's name and address will be used on the quote.
When a quote is emailed to a contact from a different customer/prospect, the address information on the main screen will no longer be changed.

A/P Print 1099 Forms

An alignment problem with boxes 3 & 4 has been corrected.

C/M Statement Reconciliation

Deposit history now appears for A/R Ticket Payments.

Build 2.5.22 - 1/29/2013

Corrections

Payroll Print Paychecks
Payroll Re-Print Paychecks

Fixed issue (introduced in 2.5.20) which caused current amounts on check stub to be greatly inflated.

Build 2.5.21 - 1/28/2013

Corrections

A/R Import Tickets
A/R Ticket Maintenance
Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Order Maintenance
Ticketing Ticket Printing

Fixed exception when automatic products are processed (introduced in 2.5.20.)

Inventory Status Report

Print entire 20 character Product Id.

Payroll Re-Print Paychecks

When re-issuing checks, only checks for the specified Cash G/L Account will be processed.

Build 2.5.20 - 1/24/2013

Enhancements

A/R Automatic Product Maintenance

Added support for Product Ids containing dashes by enclosing Product Id in single-quote marks.
Added help window to edit screen.

A/R Cash Posting
A/R Customer Maintenance
A/R Inquiry

When using the "Forms" drop-down button you can now select any invoice/statement form.

A/R Void Invoice

Performance improvement when looking up a customer.

Ticketing Order Maintenance

Added Contacts tab.
Added drop-down lookup list of contacts for Contact field.
When a Contact is selected the Phone Number field will be set automatically.

A/P Re-Print Checks

Added an option to re-issue checks for one Cash G/L Account at a time (assign new check numbers during re-print.)

A/P Void Check

Added an option to void an entire session of checks at once.

Payroll Print W-3 Form

Added ability to edit the "Number of W-2s Printed" field.

Payroll Timecard Maintenance

The description on timecard tabs has been shortened to allow more tabs to fit on the screen.

Payroll Void Paycheck

Added an option to void an entire paycheck run at once.

Payroll W-2 E-File Export

Added South Carolina as a supported state.
Added support for Roth Contributions to 401(k) and 403(b).

Payroll W-2 Setup Maintenance

Now includes "W-2 Seq" column when sorting W-2 Setup grid.

Payroll Tax Library

Updated to version 2013-R5 (2013 withholding changes for CO, OK and VT.)

Corrections

Quote Maintenance

When creating a new order while booking a job, assign the next Order Id number automatically.
When creating a new order while booking a job, set the "Print Prices" flag for COD quotes.

Dispatch Ticket Printing
Ticketing Ticket Printing

The ticket's Tax Authority will now be properly set when cross-shipping to another plant whose Tax Auth Method is set to "Force."

Payroll Employee Maintenance

Removed the dollar sign in the Loan Taken comment since loans can have values other than dollar amounts.
Validate that the date for a new loan is in a valid open period.
Fixed the truncation of the New Loan Balance field on the loan window.

Payroll Print W-2 Forms

Fixed problem with employer health insurance cost reporting.
The "Number of W-2s Printed" field (used by Print W-3 Form) will be updated only if the entire run of W-2s is printed.

Payroll Print W-3 Form

Fixed to properly print State ID Number in box 15 for single state.
Fixed to print correct value in Box 12a when pay definition types are mixed with other types.
Updated list of W-2 Box 12 codes which should be included in W-3 Box 12a.

Payroll Re-Print Paychecks

Fixed the "Reissue checks" checkbox so it can be unchecked after having been checked.

Payroll W-2 E-File Export

Fixed issue where Box 12 amounts were not being properly exported.
Fixed local tax code to use "Entity Code" from Company Information tab in W-2 Setup Maintenance.

Payroll W-2 Setup Maintenance

Narrowed columns of W-2 Setup grid to eliminate the horizontal scrollbar.

P.O. Receipt Maintenance

Fixed exception when attempting to change the product information on an existing receipt.

Build 2.5.19 - 1/4/2013

Enhancements

A/P Print 1099 Forms

Minor alignment changes for 2012 forms.

Payroll Tax Library

Updated to version 2013-R4 (2013 withholding changes for Federal, CO.)

Web Server

Added Driver Utilization gauge to dashboard.
Added Plant Id drop-down list to dashboard.
Added Qty Ordered/Qty Delivered to top of dashboard.

Corrections

Payroll Adjust Company Definitions & Factors

Fixed issue where changing the value of a single factor cleared the values of other factors for that definition.

Web Server

Corrected Yards/Man Hour gauge to pro-rate yards.

Build 2.5.18 - 1/2/2013

Corrections

Dispatch Re-Print Tickets
Dispatch Ticket Printing
Ticketing Re-Print Tickets
Ticketing Ticket Printing

Fixed bug (introduced in 2.5.16) which was causing the sales tax printed on a ticket from an order to be incorrect.

Build 2.5.17 - 12/31/2012

Corrections

A/R Pre-Billing Audit List

Fixed bug (introduced in 2.5.16) where it would always report no data.

Payroll Timecard Maintenance

Fixed bug (introduced in 2.5.16) where the first timecard would show on every timecard tab.

Build 2.5.16 - 12/28/2012

Enhancements

A/R Automatic Product Maintenance

Added Job Id list.
Added product lookup to Product Id entry.

A/R Import Tickets
A/R Ticket Maintenance
Dispatch Ticket Printing
Ticketing Ticket Printing

Added ability to lookup automatic products by a Job Id list.

A/R Invoice Job Corrections

The time to start the program has been improved.

A/R Invoiced Tickets List

Added ability to select void/non-void tickets.

A/R Driver Productivity Report

Added checklist to select payroll hours to be used.
Added option to include only those drivers with payroll hours.
Removed summary/detail option.

Inventory Purchase Receipts

Added on-screen batch totals.

Dispatch Order Maintenance
Ticketing Order Maintenance

Added ability to print Current Date & Time on order form.

Dispatch Ticket Printing
Ticketing Ticket Printing

Support payments that exceed ticket total.
Added ability to print Order Total, Order Taken By and Order Taken Date on ticket.

Dispatch Profit Alert Report

New report added to the Dispatch Reports menu (similar to the A/R Profit Alert Report but uses plant tickets.)

A/P 1099 E-File Export
A/P Print 1099 Forms

Added new payment method which calculates based on invoice and payment transactions.

A/P Vendor Maintenance

Added LLC and Corporation tax ID types to support older W9s.

G/L Detail Inquiry

The program should start noticably faster.

Payroll Adjust Company Definitions & Factors

New option added to the Payroll Setup menu which allows editing of company definition G/L accounts, Print Flags and factor values.

Payroll Adjust Definition Balances

Moved Employee Name from bottom of form into detail grid.
Added checkbox to control whether inactive employee definitions are shown or not.
Added Active grid column to enable/disable definition for an employee.
Removed Active checkbox from top of form.

Payroll Employee Maintenance

Added field change event when Employment Status is changed.

Payroll Import Timecards

Added ability to import J/C Asset when using Generic format.

Payroll W-2 Export

Updated for 2012.

G/L

Added account segment description table to database.

Web Server

Added Date and Plant selection to Dashboard.

General

Added "Quick Support" option to Help menu.

Payroll Tax Library

Updated to version 2013-R3 (2013 withholding changes for Federal, FICA, CA, GA, HI, KY, ME, MD, MI, ND, NY, OK, OR, RI.)

Corrections

A/R Quick Ticket Entry

Prevent editing Unit Of Measure field.

A/R Quick Ticket Entry
A/R Ticket Maintenance
Dispatch Ticket Printing
Ticketing Ticket Printing

Prevent entry of just a single decimal point (.) in the Unit Discount field.

Dispatch Order Maintenance
Ticketing Order Maintenance

Update Changed By fields when the order is changed.
Update Taken By fields when a new order is added.
The Last Change fields will be updated when only the detail (products) are changed.

Dispatch Ticket Printing
Ticketing Ticket Printing

When answering No to "Did this ticket print correctly?" recalculate the on-screen subtotals from the original ticket (instead of displaying zeroes.)

A/P Invoice Vouchering

Fix foreign key violation when a batch is posted which contains a linked P.O. receipt with a product that does not have an Inventory G/L account.
Fix Use Tax G/L Account drop-down on Distributions screen to include accounts in the A/P Tax class.

P.O. Receipt Entry
P.O. Receipt Maintenance

Properly display P.O. number for completed P.O.
Prevent editing/deleting receipts that have been linked to A/P.
Fixed Qty Backordered calculation.
Prevent entry of Qty Received that is larger than Qty Backordered for non-plus products.
When a P.O. is completed as the result of posting a receipt, force the P.O. lookup cache to be refreshed.

G/L Import Transactions

Clear G/L transaction record to prevent duplicate values.

Calculate Payroll

Corrected tax calculation YTD values.

Payroll

Fixed the department lookup list so it displays all four characters of the department number.

General - Printers

Added option to use current Windows printer settings rather than default printer settings (i.e. to force the printer to use paper from a specific tray.) Please contact GivenHansco if you need this feature.

A/R - Database

When the customer number and/or ticket number is changed in the ticket header, update the new values in the ticket detail.

Build 2.5.15 - 11/7/2012

Enhancements

Payroll SUTA E-File Export

Added ability to round to nearest dollar (needed for LA SUTA.)

Corrections

Accept Payroll

Fixed exception "Parameter missing SYSTEM_EVENT" when accepting payroll with events.

Build 2.5.14 - 10/29/2012

Enhancements

NEW PAYROLL EVENT TYPES

Events in the Payroll system have been enhanced. There were a few "standard" event types which have new codes to be more easily identified as follows:
- Pay Rate Change (was "R" now "#R")
- Employee Loan (was "LOAN" now "#L")
A new standard event type ("#F") has been added for Field Change events.
Pay Rate Change events are automatically updated to the new "#R" code by this update.
Employee Loan events generated prior to this update will *not* be changed since the new event contains more information that cannot be determined for past events.

NEW PAYROLL EVENT FIELDS

The AMOUNT field has been removed and is replaced by two new fields: OLD_VALUE and NEW_VALUE. These represent the value before and after the event.
The USER_ID field indicates the user who generated the event.
The AUDIT_FIELD indicates which field the new Field Change event applies to.
The COMMENT field for a loan event will now include the new loan amount.

A/R Import Tickets

When importing on-line tickets the system will now check for duplicate ticket numbers.

A/R Print Statements

You can now specify a minimum statement dollar amount. Statements with a total below this amount will not be printed.

Dispatch Ticket Printing
Ticketing Ticket Printing

When determining the next available ticket number, the office ticket file will be checked to prevent duplicate ticket numbers.

Payroll Adjust Definition Balances

New option added to the Payroll Setup/Utilities menu which allows a single definition to be adjusted for all employees on one screen. Employee factors may also be adjusted on this screen.

Payroll Employee List

Now includes the new Full/Part-time field on the report.

Payroll Employee Maintenance

New Full/Part-time field added to the Pay Info tab.
Removed the Direct Deposit field from the Pay Info tab (it was a non-functional field.)
Added new fields to the Events tab (see above.)
Now prevents editing/deleting system events.
Added field change event when Employee Social Security Number changed.

Payroll Tax Library

Updated to version 2012-R13 (Michigan withholding change.)

Corrections

Dispatch End of Day
Ticketing End of Day

Fixed the Cash Receipts Register to show correct totals for multi-line tickets.

Payroll Employee Maintenance

Fixed Access Violation exceptions when using button shortcuts.

Payroll Timecard Maintenance

Fixed screen resizing problem when maximizing the screen with multiple timecards.
Fixed exception "Cannot focus a disabled or invisible window" when the F7 key is pressed while a timecard other than the first one is active.
Fixed "Tab on Enter" for timecards other than the first one.

P.O. Receipt Entry
P.O. Receipt Maintenance

"Plus" products will now always appear in the Products list.
"Received" products will no longer appear in the Product drop-down list.
"Inactive" products will no longer appear in the Product drop-down list.
Fixed inconsistencies when bringing in products from the P.O. between these two options.

Build 2.5.13 - 8/28/2012

Enhancements

A/R Print Dunning Letters

A new option has been added to the Accounts Receivable menu which will print dunning letters for customers with past-due balances. Please contact support for help with setting up this new feature.

A/R Cash Posting
A/R Customer Maintenance
A/R Inquiry

Added "Dunning Letter" to the list of forms that can be printed for the customer.

A/R Product Maintenance

When using the "Bringdown" Auto Qty method, you can now specify a quantity factor. This factor will be multiplied by the line 1 product's quantity to determine the quantity for the bringdown product.

A/R Plant Maintenance

Added an "Ask Create Order" checkbox to the Ticketing tab. This determines whether the user will be asked to create an order after a ticket is printed for that plant.

A/R Sales Tax Rate Maintenance

Added Product Classes tab which allows Tax Code overrides to be setup for a specific Tax Authority and Product Class. Pllease contact support if you need this feature.

A/R Ticket Maintenance

The Check Date on the Payment tab will now be checked to verify that it is in a valid, open period.

Dispatch Ticket Printing
Ticketing Ticket Printing

Added "Retrieve Delivery Instructions from Previous Ticket" button to retrieve the delivery instructions from the most recent ticket for the customer and plant.

Payroll Tax Library

Updated to version 2012-R11.

Corrections

A/R Print Statements

Last Payment information is now reported properly.

A/R Product List

Now prints descriptions for Auto Qty field.

A/P Void Invoice

Purchase Order Receipts that were linked to the invoice are now properly unlinked and the previously generated product transactions are reversed.

Purchase Order Maintenance

All available active products will now appear in the Product Id dropdown list.

Build 2.5.12 - 8/6/2012

Enhancements

Inventory Product Transactions Report

Now includes P.O. Receipts that have not yet been linked to posted A/P invoices.
Print description of all supported transaction types.

Purchase Order Maintenance

Added "Recost" button which updates the product costs based on current vendor product cost information.

System Menu

Added "Active Users" option to System Maintenance menu which lists all users currently logged in to Keystone.

Payroll Tax Library

Updated to version 2012-R10.

Corrections

Dispatch Demand Graph

Fixed handling of loads that cross over midnight.

Dispatch Ticket Printing
Ticketing Ticket Printing

Fixed display of Unit Discount field.
Restrict the ability to change the plant number if the system option is set to do so.

A/P Invoice Vouchering

When posting a batch containing P.O. receipts linked to an invoice, now generates G/L and Product transactions only for those products actually received.
On the P.O. Receipts tab of the G/L and J/C Distributions screen, only products actually received will appear on the receipt detail grid.
Fixed exception "cdsMaster: Field 1099_CLASS not found" when the initial batch contains linked P.O. Receipts.

G/L Import Transactions

When using the Classic import format, the J/C Asset Id is now an optional field.

Payroll Import Timecards

Minor correction to the TimeForce II import.

Build 2.5.11 - 7/12/2012

Enhancements

A/R Customer Maintenance

Added "Print Prices" checkbox which will be used as the default for the customer in Order Maintenance and Ticket Printing.

Ticketing Order Maintenance

Added "Print Prices" checkbox.

Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Order Maintenance
Ticketing Ticket Printing

Improvements have been made when determining whether the order/ticket is priced and whether the user can edit prices.

Export Tickets to Accounting

Added COD_FLAG_AC field to EXF export.

P.O. Receipt Entry

The P.O. lookup list will now automatically update every 30 seconds. (This allows the screen to be left open and yet still be able to access new P.O.'s and those whose status has been changed to Approved.)

Print Purchase Orders

Added the ability to print the extended amount.

Payroll Import Timecards

Added support for TimeForce II timeclock.

Company Database Restore

Now requires Access Code for normal company types.

Corrections

A/R Open Ticket Stack
A/R Quick Ticket Entry
A/R Ticket Maintenance
Dispatch Ticket Printing
Ticketing Ticket Printing

Fixed Job Id lookup issue where sometimes only quoted products were shown in the drop-down list.
Fixed system option that controls how far back invoiced jobs are looked up.

A/R Print Invoices

Corrected calculation of PRIOR_AR_BALANCE on invoices. (Note that historical data is also fixed in this update.)

A/R Tax Rate Maintenance

When a new Tax Locality is added, it is not accessible in this program until the program is closed/reopened. This has been improved somewhat: if you move to a different tax authority, then back to the original one, you will have access to the new locality.

Dispatch Order Maintenance
Ticketing Order Maintenance

The C.O.D. customer warning will now appear only if the "Warn if COD Customer" system option is set. (This matches the behavior in Ticket Printing.)

C/M Transaction Entry

Fixed so distributions to multiple G/L Accounts are indicated properly on the transaction grid.

P.O. Receipt Entry

Fixed P.O. lookup issue where the list was not updated to reflect a P.O. status change.

System Option Maintenance

Changes made after clicking Accept for the first time will now be properly saved when Accept is clicked again.

Build 2.5.10 - 5/30/2012

Enhancements

Dispatch Order Maintenance
Dispatch Ticket Printing
Job Price Maintenance
Quote Maintenance
Ticket Maintenance
Ticketing Order Maintenance
Ticketing Ticket Printing

Editing of the Unit of Measure field has been disabled.

Dispatch Ticket Printing
Ticketing Ticket Printing

When creating an order from a ticket just printed, the Order Id will now be automatically assigned.

Quote Maintenance

The Cost Estimator now includes Delivery Revenue and Per Load costs (tolls.)

Payroll Tax Library

Updated to version 2012-R8.

Corrections

A/R Print Invoices

Fixed a problem where voided dispatch tickets were not being recorded in the sales history tables.

Dispatch Order Maintenance

Fixed to allow orders to be entered for customers with no existing orders (introduced in 2.5.8.)

Dispatch Schedule

Fixed available trucks display issue that would cause several trucks to appear to be clocked in/out at once.

Ticketing Order Stack

The delivery instructions window will now show the entire 30 character width even on narrow monitors.

Quote Maintenance
Quote Prospect Maintenance

Fixed error when converting a prospect into a customer with the same ID (introduced in 2.5.9.)

A/P Invoice Vouchering

Fixed errors when using the F4 G/L Account search in the G/L Distributions dialog on the second and subsequent batches.

C/M Transaction Entry

Only allow transfer transaction to be distributed to a bank account.

General

Fixed Job Id lookup so it correctly sorts by Job Id (introduced in 2.3.10.)
Fixed program start-up logic to avoid "P3 Invalid" errors.
Fixed so Tab on Enter setting is carried through into grids.

Build 2.5.9 - 5/14/2012

Enhancements

Ticketing Order Stack

Customer Id has been added as an optional field.

General

Slight improvement to startup time of menu options.

Corrections

A/R Automatic Product Maintenance

The four "Add" checkboxes will now default to checked for new entries.

A/R Product Maintenance

Corrected "LIST_PRICE" label on screen when first product is a linked price product.

Reject Payroll

No longer allowed if Calculate Payroll has not yet been run.

General

Cache problems with item lookup lists have been fixed.
Problems with the ENTER key not working like the TAB key on dialog boxes have been fixed.

Build 2.5.8 - 5/1/2012

Enhancements

A/R Print Statements

Added user option to group service charges by date. (Requires initial configuration by support.)
The Total Due can now be printed at the top of the statement.

A/R Product Sales Report

Expanded width of Product Code and Description columns.

Dispatch Order Maintenance

After entering the Customer Id, the most recent order for that customer will now be displayed.
The time to startup this option has been reduced.

Dispatch Schedule

Added "Ship to Same Order" option to truck popup menu (provides a quick way to send the truck back out on the same order it previously shipped to.)
Enhanced "Find Truck" feature to display the truck's status and driver, and (if the truck is assigned to a load) customer name, job id and order id.
The "New Ticket" option on the order popup menu will no longer display a small window asking for the Truck Number (the truck number will now be entered on the ticket stub screen.)
The truck's current plant has been added to the truck lookup list when shipping a load.
The time to startup this option has been reduced.
Performance improvement to the refresh of the schedule and available truck list.

Dispatch Ticket Printing
Ticketing Ticket Printing

Added "Set Next Ticket Number" menu option which allows you to set the next ticket number to be used for the plant. Please contact support if you need this feature.
When assigning new ticket numbers the system will now (by default) skip over ticket numbers that have already been used in the past 30 days. Contact support for other options.

Dispatch End of Day
Ticketing End of Day

Added Plant Group selection.

Ticketing Order Stack

Improved automatic refresh to only refresh when necessary.
Automatic refresh will now detect changes to orders made by the Silo Loadout system and from other Keystone workstations.

Payroll Tax Library

Updated to version 2012-R7.

Corrections

A/R Customer Maintenance

The system will now prevent you from renaming a customer to an ID that is already in use by a prospect.

Ticketing Order Stack

Fixed the font size on the delivery instructions window to always be the same size.
Fixed "Cannot perform this operation on an open dataset" exception when editing or adding an order after shipping a load.

Dispatch Schedule

When shipping a load, the system will now check for the load size exceeding the plant or truck capacity after the user changes it on the ticket stub screen.

Dispatch Ticket Printing
Ticketing Ticket Printing

Fixed "cdsTicketReport: Cannot perform this operation on an open dataset" exception.

Export Tickets to Accounting
A/P ACH Export
A/P 1099 Export
Payroll SUTA Export
Payroll W-2 Export

Expanded the precision for currency fields from 2 to 4 decimal places.

Inventory On Order Maintenance

Fixed exception at startup when Purchase Order system is active.

Silo Loadout

When retrieving actual weights from the Silo Loadout system, any bringdown products on the ticket will also be updated.

Build 2.5.7 - 3/23/2012

Enhancement

A/R Email Invoices
A/R Email Statements

Added support for mail systems using SSL, such as Google Mail.

Correction

A/R Email Invoices
A/R Email Statements

Fixed email send logic (introduced in 2.5.6.)

Build 2.5.6 - 3/22/2012

Enhancements

A/R Invoiced Tickets List

Added Truck Number selection.

A/R Product Maintenance

Requires an Ingredient Type when the Product Type is Ingredient.
The List Price field is disabled when the product is link priced to another product with a specified List Price.

Ticketing Order Maintenance

The Job Description field has been added to the Job Id dropdown.

Ticketing Order Stack

When ticketing from the Order Stack, the products on the ticket will be changed if the Plant Id is changed on the ticket stub screen and there is an associated product for the new plant using the Base Product.

Dispatch Order Maintenance

The Order Id dropdown list will now sort by most recent delivery date first.

Dispatch Schedule

Added Truck Class to Available and Clocked Out Trucks grids.
The Find Truck feature will now locate trucks that are clocked out.
The Customer Name and Job Id have been added to the ticket stub screen.

A/P Handwritten Check Entry
A/P Invoice Vouchering

On the expense distribution screen, the J/C Asset Id is now a dropdown which will list all assets.

G/L Batch Entry List

Added Job Cost information.

G/L Budget Entry
G/L Journal Entry

G/L Accounts are now validated before the batch can be posted. (This allows the Import G/L Transactions option to import transactions with invalid G/L accounts which can then be corrected in Keystone before posting.)

G/L Journal Entry

Now supports entry of Job Cost information which is posted as Job Cost transactions when the G/L batch is posted.

Import G/L Transactions

Added ability to import Job Cost information for classic import format.

J/C Transaction Entry

The Asset Id is now a dropdown which will list all assets.

Accept Payroll

Now includes the J/C Asset Id from the timecard when posting Job Cost transactions.

Payroll Timecard Audit List
Payroll Timecard Entry
Payroll Timecard History Report

Added J/c Asset Id.

Payroll Tax Library

Updated to version 2012-R6.

Device Server

The COD and Priced Ticket flags are now sent via ULINK.

General

The Email Reports feature now supports mail systems using SSL, such as Google Mail. Please contact GivenHansco if you need this feature.
The product price algorithm has been changed: the List Price of a linked product will only be used if it is non-zero, otherwise the List Price of the product is used.

Corrections

A/R Job Price Maintenance

Fixed cache update issue when the P.O. Required or Tkt/Ord Products field is changed for an existing job.

Dispatch Order Maintenance

The calendar on the Advanced Order Search screen has been fixed to display a maximum of one year's worth of orders (one year back from Keystone system date.)

Dispatch Schedule

When auto-statusing is enabled, only trucks that are not configured for GPS will auto-status.
Fixed one minute discrepancy in the minutes remaining within current status and the auto-status advance calculations.
The Details button will now be disabled when the mouse cursor is not positioned on a Truck Status cell.
"Runaway" error messages have now been eliminated.
The default width of the Next to Load slideout panel has been increased.
Fixed status time in the Available Trucks grid for returning/pre-ticketed trucks to show minutes remaining for the truck to return to the yard.

A/P Handwritten Check Entry

When posting to a non-previously vouchered invoice, the system will now always post G/L accrual entries to the A/P account. Expense entries will now be posted on the Invoice Date.
A warning message will now appear if you attempt to post to the same previously vouchered invoice more than once within a batch.

A/P Handwritten Check Entry
A/P Invoice Vouchering

The 1099 Class on the Expense Distributions screen will now default to the vendor's 1099 class.

G/L Batch Entry List

Fixed to print transactions with invalid G/L account numbers.

J/C Job Maintenance

The link to A/R jobs was not working properly.

Build 2.5.5 - 2/28/2012

Enhancements

A/R Invoice Job Corrections

The Salesperson can now be corrected.

A/R Pre-Billing Audit List
Dispatch End of Day
Ticketing End of Day

The Void Reason will now print on the report.

A/R Sales Tax Report

Now always uses the previous month as the default for the report date.
Added "Adjust Dates" buttons to adjust the report dates up/down by month/year.

Dispatch Order Maintenance

Add "OA" (Order Added) event when copying an order.
Add event when Job Id field is changed.
Display Event Type description on Events grid.

Dispatch Schedule

Added the following order fields as optional fields on the main schedule grid: Comment 1 & 2, Notes 1 & 2.

Quote Maintenance

Add Plant field which is assigned to the order created when booking a job.

Quote Prospect Maintenance

Added "Change To Cust" button to change a prospect into a customer.

A/P Handwritten Check Entry
A/P Invoice Vouchering

Added "1099 Class" to G/L Expense Distributions dialog.

Payroll Department Maintenance

Added "Worker Comp Class" field.

Payroll Timecard Maintenance

When a department is selected which has a Worker Comp Class value, use this value for the timecard's Worker Comp Class.

Payroll Tax Library

Updated to version 2012-R5.

Import C/M Transactions
Import G/L Transactions
Import G/L Budget Transactions
Import J/C Transactions
Import Payroll Timecards

The import file will now be renamed to the same filename with a '.bk1' extension.
A 9-level backup system ('.bk1' through '.bk9') has also been added.

Corrections

A/R Print Invoices

Fixed bug which caused void tickets to appear in sales history even when previewing/not updating invoices.

A/R Sales Tax Rate Maintenance

Widended the Tax Authority field in the Tax Authority lookup drop-down list so all four characters are visible.

Inventory Batch List

Restored old report sequence (batch id then product code.)
Transfers are now reported as two separate products.

Ticketing Order Stack

Fixed bug (introduced in 2.5.4) which prevented the automatic refresh from working.

General Ledger Report

The last digit of the session number is no longer truncated when summarizing by transaction.

Payroll Worker Comp Class Maintenance

Widended the Worker Comp Class field in the Worker Comp Class lookup drop-down list so all four characters are visible.

Build 2.5.4 - 2/7/2012

Enhancements

A/R Customer Maintenance

Added Zone Required field.

A/R Job Names List

Added user checkbox option to control printing of prices on the detail report.

A/R Print Invoices

Now validates Unit of Measure conversions before printing. (Any errors are reported on the Error window.)

Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Order Maintenance
Ticketing Ticket Printing

Requires a Zone to be entered if the customer's Zone Required field is checked.

Ticketing Order Stack

Added "Reprint" button which will ask for a Plant Id and reprint the last ticket for that plant.

Export Tickets to Accounting

Allows selection of which tickets should be exported.
Incorporates the Move Tickets to History function.

Move Tickets to History

Removed this option from the Dispatch Office Functions menu (incorporated into Export Tickets to Accounting.)

Quote Maintenance

Added "Admin Overhead" field to Cost Estimator. (Defaults from the plant's Admin Overhead value.)

A/P Select Invoices for Payment

Added security option to control the display of the cash account balance.

Payroll Department Maintenance

Added "Working" definition type to definition lookup.

Payroll SUTA E-File Export

Added support for Louisiana.

DataScope
Query Export

Added "Published" checkbox which determines if all users can access the query or just the user that created it.
Added "Restricted to Module" field which determines if a user can access the query based on whether they are authorized for the specified Keystone module.

Corrections

Prepare Remote Ticketing Data

The automatic product list will now be sent to the plant.
Fixed errors occurring when office ticket data containing "MISSING" product codes was transferred to the plant (introduced in 2.5.3.)

Dispatch Ticket Printing
Ticketing Ticket Printing

These options can now ask the user whether they want to print prices on the ticket independently of the Show Only COD Prices option.

A/P Invoice Vouchering

When the F9 key was pressed on a newly entered invoice, the G/L distributions dialog was appearing a second time after it was closed.

Payroll Print 941 Report

Fixed arithmetic overflow exception reported by some users.

Build 2.5.3 - 1/20/2012

Enhancements

Web Server

Initial version of dashboard.
Enhanced for better presentation on smartphones and tablets.
Updated truck map to include zoom controls (Google Maps v3 API.)


Corrections

A/P Invoice Vouchering
A/P Handwritten Check Entry

Fixed the Expense G/L record not being generated when tabbing into the G/L distributions dialog.
Fixed the Amount Remaining to Distribute value not being updated.

A/P Print Checks
A/P Reprint Checks

Fixed exception "Column unknown H.CONTACT_KEY" when printing/previewing checks.

Payroll W-2 E-File Export

Corrected some error messages to describe the causes of the errors more accurately.

Payroll Print W-3 Form

Fixed position of the State Tax Total field.

Inventory

When adding product transactions, quantities for base-level and asssembly items are now properly converted when there is a difference in U/M.
When adding purchase receipt product transactions, costs for base-level and asssembly items are now properly converted when there is a difference in U/M.
When reporting product quantity on hand, the quantity adjustments (unbilled tickets) are now properly converted when there is a difference in U/M.

Setup Installer

When updating an existing install, the setup program should be better able to shutdown the Application Server when necessary to install the update.

Build 2.5.2 - 1/13/2012

Enhancements

A/P Vendor Maintenance

Added Tax Authority and Tax Code fields.
Added Contacts tab (similar to A/R Customer Maintenance.)

A/P Vendor List
A/P Vendor Labels
A/P Aged Trial Balance
A/P Print Checks
A/P Re-print Checks

Looks up Contact Name from the Contacts list associated with the vendor.

Payroll W-2 E-File Export

Added support for OH.
Added support for IN counties and OH school districts.

J/C Import Transactions

Added ability to import Asset Id.

System Menu

Changed A/R Tax Rate Maintenance to A/R Sales Tax Rate Maintenance.
Changed A/R Exempt Class Maintenance to A/R Sales Tax Exempt Class Maintenance.
Changed A/R Tax Rate List to A/R Sales Tax Rate List.
Changed A/R Exempt Class List to A/R Sales Tax Exempt Class List.
Changed A/P Tax Rates Maintenance to A/P use Tax Rate Maintenance.
Added A/P Use Tax Exempt Class Maintenance.
Changed A/P Tax Rates List to A/P Use Tax Rate List.
Added A/P Use Tax Exempt Class List.

Payroll Tax Library

Updated to version 2012-R4.

Corrections

Inventory Reconciliation

Fixed negative quantity warnings so they only appear for stocked items.

Dispatch Order Maintenance

Fixed the F4 search function (was displaying no records in the search list.)

A/P Invoice Vouchering

Fixed exception when tabbing into the Due Date field before any changes have been made to an existing batch.

Payroll ACH Export
Re-Export Payroll ACH

Fixed to export only the direct deposits associated with the selected Cash G/L Account (introduced in 2.5.1.)

Payroll W-2 E-File Export

Fixed several issues with state MA.

System Menu

Fixed exception when adding a new user (introduced in 2.5.1.)

Build 2.5.1 - 12/30/2011

New Features

A/P ACH Payments

Keystone now provides the ability to pay A/P invoices via electronic funds transfer (ACH). Note that this must be coordinated with your bank. Please contact GivenHansco if you are interested in this feature.

Payroll to A/P Payments

The Keystone Payroll module can now create an editable batch of A/P invoices for payments that are the result of employee deductions (i.e., child support, employee paid insurance, savings accounts.) Please contact GivenHansco if you are interested in this feature.

News & Notifications

When a user (who is connected to the Internet) logs in to Keystone, a new "Keystone News" window will appear next to the menu. This will contain the latest news & notifications about Keystone, including any critical updates that must be installed. This option is on by default, but you can easily turn it off by unchecking the "Show News & Notifications when logging in" checkbox.

Enhancements

A/R Aged Trial Balance

The selection for Customer Credit Status is now a checklist box with descriptions.

A/P 1099 Audit List

Prints 1099 Address if present.
Added Tax Id Type column.

A/P Select Invoices for Payment

When starting, the A/P default Cash G/L account will be selected.
Slight performance improvement at startup.

A/P Vendor Maintenance

New "Pay Info" tab for default payment method and ACH account information.

Certified Payroll Report

Added Gross Pay column with user option to turn off (defaults to on.)

Payroll SUTA E-File Export

Updated for 2012 state changes.

Payroll W-2 E-File Export

Added states CO and MS.
Updated for 2011 state changes.

Payroll Tax Library

Updated to version 2012-R3 (includes recent 2% FICA rate cut extension.)

System Menu

Added "Void Tickets from History" option to Office Functions menu.

Corrections

A/R Inquiry

Fixed Access Violation error when using F4 contact name search.

A/R Invoice Job Corrections

No longer allows lowercase Job Id.

A/R Job Price Maintenance

When the "Lookup Inactive Jobs" option was selected, all jobs for all customers were being shown.

A/R Ticket Maintenance

When a Zone is changed that has no Default Tax Authority, the ticket Tax Authority will no longer be changed.

Dispatch Order Maintenance

Fixed Quick Order function to default to the proper Tax Authority when adding the second and subsequent orders.

A/P 1099 Audit List

When printing a "dba" name, the city, state and zip were not printing.

A/P Invoice Vouchering

The "Pay" button was not working.

Build 2.5.0 - 12/7/2011

New Features

Document Imaging

A new module has been added to Keystone which provides Document Imaging functionality. Currently delivery tickets are supported with more document types coming in the future. Please contact GivenHansco if you are interested in this module.

F-9 Integration

F-9 is a powerful financial reporting tool that dynamically links Keystone financial data to Microsoft Excel. Please contact GivenHansco if you are interested in this feature.

QuickBooks Ticket Export

Keystone now supports rolling up delivery tickets by customer, job, tax authority and COD and exporting directly to QuickBooks 2002 and higher as invoices. The tickets may be exported during End of Day processing or through the Export Tickets to Accounting function. Customers, products and tax authorities can be translated from their Keystone values to the corresponding QuickBooks values - this can be preconfigured or built "on the fly" during ticket export. Please contact GivenHansco if you are interested in this feature.

Inventory Transfers

Keystone now handles Inventory Transfers using a new option added to the Inventory Control menu. This provides a convenient way to transfer inventory from one plant to another, while keeping the costs synchronized.

Enhancements

A/R Cash Posting

The posting date will now be validated before the first attempt to post to an invoice.
A warning will appear if the Tax Exempt Code is left blank or is invalid when posting an allowance with a tax adjustment.

A/R Job Price Maintenance
A/R Open Ticket Stack
A/R Quick Ticket Entry
A/R Ticket Maintenance
Quote Maintenance
Dispatch Order Maintenance
Dispatch Ticket Printing
Ticketing Order Maintenance
Ticketing Ticket Printing

A new field "Tkt/Ord Products" has been added which controls which products are available for tickets and orders using a particular job.

A/R Open Ticket Stack

Customer Name is now an optional field which can be added to the grid.

A/R Product Maintenance

Added Reconcile Group to Inventory tab. This allows you to select a group of products when performing an Inventory Reconciliation.

A/R Quick Ticket Entry

When the batch date is changed for an existing ticket batch, all ticket dates in the batch will be updated to the new batch date.

A/R Inventory Reconciliation

Now supports inventory transfers.
Added Reconcile Group selection.
The "Warnings" report now includes Transaction Quantity, Transaction Cost and Transaction Time.
The "Warnings" report is now sequenced by Product Code and Transaction Date/Time for easier diagnosis.

A/R Inventory Batch List

Now supports inventory transfer batches.

Dispatch Order Maintenance

An order event is now created when a new order is added.
The order status change event has been changed to a more generic field change event with a comment.

A/P 1099 E-File Export

Updated FEDERAL changes for 2011.

A/P Handwritten Check Entry

Implemented "Voucher as Net" logic (similar to Invoice Vouchering) when posting previously non-vouchered invoices.

A/P Select Invoices for Payment

A new Cash Account selection bar has been added above the Invoice grid. When a Cash Account is selected the list of invoices is updated to show only invoices for the selected Cash Account. If Cash Management is active, the current balance for the Cash Account is also shown.

A/P Vendor Maintenance

Updated Tax ID Types for 2011.
Added W-9 Sent and Received dates.
Added 1099 Address information.

G/L Segment Type Maintenance

Added a new "Segment Type" field which categorizes segments.

Payroll Import Timecards

The "generic" format can now import the Description and Rate fields.

Payroll Print W-2 Forms
Payroll Print W-3 Form

Updated for 2011.

Payroll Tax Library

Updated to version 2011-R14.

Payroll W-2 E-File Export

Updated FEDERAL changes for 2011.

J/C Import Transactions

New option added to the Job Cost Entry/Inquiry menu which allows importing job cost transactions into a batch.

Datascope
Query Export

Small performance improvement when loading results.

General

In all entry and report programs, dates will be re-validated when the OK/PRINT button is clicked. Previously dates were only validated when tabbing through them.
When running on a network workstation, Keystone is no longer dependent on the MIDAS DLL. This should eliminate problems with other software which uses this DLL.
When preparing to install a Keystone update, the temporary filename which holds the update now has an '.EXE' extension to be compliant with Windows Vista and 7 security.
When installing a Keystone update, the update file is now properly code-signed to be compliant with Windows Vista and 7 security.
Keystone web update is now slightly faster and is more robust - "Connection reset by peer" errors should rarely occur now.

Corrections

A/R Aged Trial Balance Report
A/R Email Statements
A/R Print Statements
A/P Aged Trial Balance Report

Custom Aging dates will only be asked for once for each statement run.

Dispatch Detailed Yardage Report

The Qty Sold field has been widened to properly show negative quantities.

Dispatch Re-transfer Tickets
Ticketing Re-transfer Tickets

Now formats the output file correctly when the CDS/CDSX format is used for a Remote Ticketing location.
The Spectrum 822 format has been corrected to export the entire Job ID.

Export Tickets to Accounting

Fixed never-ending problem when exporting tickets with more than 6 products to the Spectrum 822 format.

A/P Handwritten Check Entry

Eliminated G/L Out of Balance warning when Use Tax is entered.

A/P Select Invoices for Payment

Fixed performance issue when paying off invoices.

Payroll 941-B Report

Fixed doubling problem when the report was previewed twice in a row.

C/M Statement Reconciliation

Fixed performance issue with the F9 History function.

Reports

When emailing reports the time sent on the email was 4 hours off.