Release Notes for Keystone 2.6.x

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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.