Release Notes for Keystone 2.7.x

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Build 2.7.32 - 6/5/2015

Enhancements

A/R Job Price Maintenance

Added Print Weights flag which forces Print Weights on dispatch orders for the job.

Dispatch Export Tickets to Accounting
Dispatch End of Day
Ticketing End of Day

Allow selection of which date(s) worth of tickets will be exported.

Dispatch Order Maintenance

Added Will-Call checkbox to the Copy Order dialog.
Add order event for Plant Id change.

Dispatch Schedule

Added +/- buttons next to the schedule date to quickly change to next/previous day.
Added visual indicator for previous/next day load in "Next" column on schedule and next-to-load grids.
Added total order count and total will-call order count at the top of the schedule.

Dispatch Ticket Printing
Ticketing Ticket Printing

Added the following printable ticket fields: Truck VIN #, Truck Make, Truck Model and Truck Year.

Dispatch Truck Demand Graph

Added "Planned Capacity" line which is based on the entries from the new Trucks Available Planning dialog.
Added "Plant Graph" which allows any single plant to be selected for graphing.
Show day of week at the top of the graph.
The consolidated graph now has a similar appearance to the other graphs.
Automatically shows the first plant's graph at startup.
The graph now shows only hours of the day where there is truck activity.

Payroll Tax Library

Updated to 2015-R6 version.

Corrections

Dispatch Schedule

Fix issue where if you drag a truck to an order, ticket it, reutrn the truck, then void the ticket, the truck would disappear from the screen.
Fix issue where two dispatchers could potentially ticket the same truck.

Dispatch Ticket Printing

When a reconcile error occurs, void the ticket, signal the schedule screen to refresh and close the ticket printing window.

File Maintenance Options

When inserting a new item and a reconcile error occurs, don't reset all the fields to blank after reporting the error.

Build 2.7.31 - 5/8/2015

Enhancements

Dispatch Schedule

Supports a "view-only" configuration (contact support if you need this feature.)
Added To Job/From Job times as optional fields on the schedule grid.

Purchase Order Maintenance

Added U/M dropdown list in product grid.

Device Server

Keystone Batch now supports up to 12 additional products on a ticket.
Support Void Ticket for Integra XML interface.

Corrections

A/R Job Price Maintenance

Require Customer P.O. number if P.O. Required is checked.

A/R Product Maintenance

When copying a product, don't copy the history fields (quantity sold totals, amount sold totals.)

Dispatch Driver Hours Report
Dispatch Driver Time/Yardage Analysis Report

Fixed to include the entire day up to midnight of the ending date.

Dispatch Load Schedule Report

Fixed calculation of summary totals and layout of column headings.

Device Aggregator
Dispatch Ticket Printing
Dispatch Void Ticket
Ticketing Ticket Printing
Ticketing Void Ticket

Support batch ticket/void ticket to multiple devices (i.e., batch system and GPS.)
Retry device operation up to 3 times on any error including communications failures.

Build 2.7.30 - 4/17/2015

Enhancements

Dispatch End of Day
Ticketing End of Day
Export Tickets to Accounting

Added ability to include void tickets in the ticket export.

A/P Vendor Maintenance

Add contact name to F4 search.

G/L Year End Processing

Show the Last Run On date/time and the Last Run By user on the screen.

Payroll Tax Library

Updated to 2015-R5 version.

Corrections

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

Fix F4 contact name search (was not returning any contacts previously.)

Inventory Production Receipts Entry

Now validates that the product entered is an assembly.

Inventory Reconciliation

When forcing G/L accounts from products, do not use the G/L account from the product if it is blank.

Dispatch End of Day
Ticketing End of Day
Export Tickets to Accounting

No longer require batch weight ingredient products in Keystone if export does not include batch weights.

A/P Void Checks

Fix exception when searching by vendor name with check numbers longer than 8 characters.

Payroll Timecard Maintenance

Fixed exception "Division by Zero" at startup with multiple timecards.

Device Server

No longer forces GeoFencing mode for Keystone GPS.
Corrections to TrakIt GPS ticket message.

General

Fixed screen scaling/resizing issues.

Build 2.7.29 - 4/2/2015

Enhancements

Automatic Products

Enhanced to support mutiple NOT conditions (i.e., add product if customer is not CUST001 and is not CUST002.)

A/R Division List
A/R Division Maintenance

Added Division G/L Mask field.

A/R Print Invoices

Apply the Division G/L Mask when posting sales tax transactions (Plant G/L Mask overrides.)

Dispatch Order Maintenance

Generate an event when the Salesperson is changed.

Payroll Company Maintenance

Reworked to use simpler grid layouts.

Payroll Employee Maintenance

Generate an event when Marriage Status is changed.
Generate an event when an employee factor (that has an event type setup in Formula Maintenance) is changed.

Payroll Formula Maintenance

Added "Event Type" to formula employee factors to support event generation when a factor value is changed.

Payroll SUTA E-File Export

Updated for 2015 state changes.
Added Surcharge calculation for Kentucky.
NOTE: PA $116/week calculation is NOT implemented in this release (this is still being researched.)

Device Server

Now supports transactional queues when using MSMQ links (TrakIt support.)

General

When any form is resized, the text and controls will now be scaled. (Exceptions: Dispatch Schedule, DataScope.)
Popup menus are now properly scaled.
The keyboard scaling controls (Ctrl-Up, Ctrl-Down, Ctrl-Left) will now work even if the form is scaled (use with caution!)

Corrections

A/R Email Invoices

Only email invoices that were flagged to print during Print Invoices.

A/R Print Statements

Widened the Credit Terms drop-down list.

Enter Inventory Balances

The "Mark previous transactions as reconciled" box will now be checked by default.

Inventory Production Receipts

When posting the batch, issue warning for invalid G/L accounts only if the product's Reconcile Group is specified.

Quote Maintenance

When emailing a quote, additional attachments were not being included in the email.
When a quote is rebooked to a job, mark the job ACTIVE in case it was previously marked INACTIVE.

Calculate Payroll

Issue warning if Direct Deposit Acct Type is not "CHK" or "SAV".

Build 2.7.28 - 3/20/2015

New Features

Dispatch Order Site Mapping

In Dispatch Order Maintenance you may now activate a map display for either Ship To or Delivery Instructions. This will launch the new Keystone Map Utility which will attempt to lookup the street address and display it on a map. By adjusting the exact location and setting the radius, you can now establish the job site "geofence" for the order delivery location. This information can be transmitted to Keystone GPS or to an external GPS system when a new order is added. Once the plant number if set and the job site is located, the map can also display the route with turn-by-turn directions from the plant to the job site. All maps and directions can be printed.

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. (This feature had been added to Keystone in version 2.5 but was subsequently removed.)

Enhancements

A/R Customer Price Maintenance
A/R Group Price Maintenance

Added "Last Changed" and "Changed By" columns to the price grid (read-only.)

A/R Inquiry

Add Job Lot and Job Block as optional fields on the invoice grid.

A/R Plant Maintenance

Added Map button to GPS tab to allow exact positioning of plant location on a map.

A/R Product Maintenance

Added “Production In” and “Production Out” G/L accounts to the Inventory tab.

Inventory Reconciliation

Special report handling when quantity on-hand transitions from negative to positive (show the most negative quantity on-hand during the cycle.)
Implemented production receipt handling (NOTE: this required creating two new transaction types-Production In & Production Out-any existing transactions using the old type will still result in the “Production Receipt not implemented” error.)
In addition to generating Balance ("B") transactions for stocked items, Cost ("C") and Last Cost ("L") transactions will also be generated for all items (this helps to improve performance.)
Through the addition of indexes to the product transaction tables performance has been significantly improved.

Inventory Transaction Batch Entry

More informative error messages when posting a batch (messages now indicate the exact issue and the Product Code where the problem exists.)

Inventory Miscellaneous Transactions
Physical Inventory Entry

Added F4 search to G/L account column.

QuickBooks Export Configuration

New option added to the Dispatch & Ticketing utilities menus and the Dispatch Office Functions menu to setup translations between Keystone and QuickBooks for customers, products and tax authorities.

Dispatch Batch Weights Report

Added Ticket Number report selection.
Added Ticket Time to report.

Dispatch Order Maintenance

Added ability to notify external systems when a new order is added (TrakIt GPS support.)
Added mapping capability for Ship To and Delivery Instructions.
Added routing ability with turn-by-turn directions from plant to job site with ability to print.
Added "Job Lot" to Order Id drop-down list.

Dispatch Void Ticket

Send Order Code to batch control when voiding ticket (required by Trimble XML.)

A/P Inquiry

Added Phone, City and Contact Name to vendor search.

A/P Invoice Vouchering

When posting batch with referenced p.o. receipts, write the vendor receipt number to the product transaction.

G/L General Ledger Report

Added Session Number report selection.

Payroll Tax Library

Updated to 2015-R4 version.

Device Maintenance

Added "Order" device type for sending notification of new orders to external systems (Trakit GPS support.)

Device Server

Added support for TrakIt GPS using the Integra XML interface. This version supports statusing, shipping a ticket and adding a new order.

Device Aggregator
Device Server

Added ability for a GPS status device to set the truck's current plant when Arrive Plant/In Service status received (currently supported for GHNEXTEL2 interface.)

Company Database

Reworked the database procedure that determines Quantity On-Hand and Cost information for a product. This should result in significantly improved performance and eliminate discrepancies with Inventory Reconciliation.
The procedure used by Keystone GPS to obtain ticket information has been enhanced to return job site GPS location.

Corrections

A/R Driver Maintenance
A/R Plant Maintenance
A/R Truck Maintenance

The GPS tab will now be displayed for systems with the Dispatch module enabled.

A/R Product Maintenance

Force user to enter Default Qty when Auto Qty is “Yes.”
Last Cost is now displayed for non-stocked items.
The “Sales G/L account missing” warning has been removed for non-sellable items.
The Plant G/L Mask is now properly saved when the Copy Products dialog is accepted (previously it always reverted to the default.)

A/R Void Invoice

Sequence the list of void invoices by invoice date, then invoice number (previously sequenced by invoice number only.)

A/R Void Invoice
A/P Void Invoice

Fix issue where void invoice was committed before the date validation was complete.

Inventory Reonciliation

No longer allows accepting reconciliation if there are errors.
The maximum number of errors is now limited to 1,000.
Only report missing G/L accounts if generating G/L transactions.
Prevent generating out of balance G/L transactions (this could previously happen if the Inventory G/L was blank but the Offset G/L was not, for example.)
Discrepancies between Inventory Reconciliation and the database procedure that calculates Quantity On-Hand/Average Cost have been eliminated.
Eliminated multiple missing G/L account warnings for the same product.

Print Quotes

Don't display inactive forms in the drop-down list.

Dispatch Order Maintenance

Fix so the Order Id lookup cache is updated when Delivery Time, Ship To 1, Plant No. and/or Job Lot fields are changed.

A/P Aged Trial Balance Report

Show all 20 characters of Vendor Invoice Number on report.

G/L Import Transactions
G/L Import Budget Transactions

Report errors during batch header posting.
Abort import run if errors occur during batch header posting.
Added “Imported Fields” section to error message.

Payroll Adjust Employee Balances

Default "Create G/L Transactions" checkbox to off.

System Menu

Fixed issue in Test Email where it was using "KEYSTONE" as the Email From Address instead of the entered Email From Address.

Device Server

Fix Trimble XML Batch void ticket (was causing Trimble XML batch interface to crash whenever a void ticket was attempted.)

Build 2.7.27 - 2/3/2015

Enhancements

Payroll Reports

Employee social security numbers are now "masked" to only show the last 4 digits. (The W-2 forms and the SUTA/FUTA report still show all 9 digits.)

Corrections

Device Aggregator

Now properly handles Device Server disconnect/reconnect.

Build 2.7.26 - 1/9/2015

Enhancements

A/R Job Prices List

Added "Job End Date" to the selection criteria.

A/R Open Ticket Stack

The "Show Hold Tickets" and "Show Void Tickets" options are now remembered from one run to the next.

A/R Quick Ticket Entry

Added "Customer Name" as an optional grid field.

Ticketing Order Maintenance

Added checkbox to reprice the order when copying an order.

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

Added selection by Division when using "Payments from Transactions" option.

Payroll Tax Library

Updated to 2015-R2 version.
(State income tax rates updated for 2015: DC, MO, NM)

Corrections

A/R Invoice Job Corrections

When the Job Id is changed, the Job Id in the cash register table will now be updated to match.

Dispatch Order Maintenance
Ticketing Order Maintenance

Fixed to allow entry of only quoted products when adding an order for a quoted job with the "Quoted Products Only" option.

Dispatch Order Maintenance

The delivery date/time can now be edited when there are no shipped/active loads but there are one or more void loads on the order.

Dispatch Ticket Printing
Dispatch Weigh Truck
Ticketing Ticket Printing
Ticketing Weigh Truck
Device Maintenance

Fixed scale reading to eliminate delays and read the scale at full speed.

Payroll SUTA E-File Export

Updated for Pennsylvania changes that were effective 6/1/2014 (now uses CSV export format.)

General

Do not allow apostrophe to be entered in an item ID when entering a new item "on the fly" (example: adding an A/P vendor from Invoice Vouchering.)

Build 2.7.25 - 1/5/2015

Enhancements

A/R Product Maintenance

Added F4 search to Vendor Id and U/M on Vendor Products tab.
Added F4 search to Product Id and U/M on Mix Ingredients tab.
Added F4 search to Source U/M and Target U/M on U/M Conv tab.

Payroll Tax Library

Updated to 2015-R1(c) version.
(State income tax rates updated for 2015: NC, VT)

Corrections

A/R Customer Price Maintenance

Fixed EAccessViolation exeption when using the F12-Print function.

General

When entering a time field the system will now limit time entered to the range 0-2359.

Build 2.7.24 - 12/28/2014

Enhancements

A/P Print 1099 Forms

The A/P 1099-INT form has been updated for 2014.

Payroll Print W-3 Form

Updated for 2014 changes.

Payroll W-2 E-File Export

Updated for 2014 Federal changes.
Updated states for 2014 changes: CO, IN, KS, KY, MA, MI, MN, MO, MS, OH, OR, RI, SC, VA, WI.

Payroll Tax Library

Updated to 2015-R1(b) version.
(Federal income tax rates updated for 2015)
(State income tax rates updated for 2015: CO, CT, DC, KS, IL, IN, ME, MN, ND, NY, OK, OR, RI)

Device Server

Push ticket information to Trimble XML interface to better support Trimble GPS.

Corrections

Dispatch Ticket Maintenance

Fixed exception "EOleException: Variant or safe array index out of bounds" when editing ticket using Dispatch Ticket Maintenance or the Edit Ticket function from the Dispatch Schedule.

Dispatch Ticket Printing
Ticketing Ticket Printing

Fixed a memory leak when sending ticket to batch control.

Build 2.7.23 - 11/21/2014

Enhancements

A/R Customer Price List
A/R Job Names List
A/R Job Price List

Added "Salesperson" report selection.

A/R Job Price Maintenance

Added "Contacts" tab for job-specific contacts.

A/R Print Invoices

Supports emailing/printing invoices by specific job in addition to customer.

A/R Re-Print Tickets from Sales History

New report added to the A/R Sales Analysis menu. This report is used to re-print delivery ticket forms from tickets that have already been invoiced. NOTE that there are some fields that are not included on these tickets because they are not stored in sales history. Also, fields based on calculated totals (loads today, qty today, etc.) will not match the original delivery ticket.

Dispatch Batch Weights Report

New report added to the Dispatch Reports menu. This report can report batch weights for plant tickets, office tickets and billed tickets (sales history.)

Dispatch Schedule

The day of the week will now be displayed next to the date in the "Future Dates" list box on the "Dates" tab.

Quote Prospect Maintenance

Added "PO Required" checkbox.

A/P Handwritten Check Entry
A/P Invoice Vouchering

Added an optional "Check Memo" field to the grid which displays the vendor's check memo by default. If the user overrides the check memo for an invoice it will be printed on the check in place of the vendor's default check memo.

Payroll Company Maintenance

Added "Rate Method" field to "Pay Info" tab to support prevailing wage rates.

Payroll Pay Rate Maintenance
Payroll Timecard Maintenance

Support multiple pay rates by Employee/Job/Category.

Payroll SUTA E-File Export

Added changes effective 6/1/2014 for Pennsylvania.

Payroll Timecard History Report

Significant performance improvement.
Added "Category Id" report selection.
Added Employee subtotals.

Document Imaging Document Index Maintenance
Document Imaging Link Documents

Support editing document field values (custom fields associated with the document.)

Query Export

Report: Added ability to page break on a break field.

Payroll Tax Library

Updated to 2014-R14 version.
(State income tax rates updated for 2015: AR, CA, KY)

Corrections

Dispatch Schedule

Fixed truck status display so that a pre-ticketed truck appears twice on the schedule with a white background (this was broken in 2.7.0.)

Dispatch Schedule
Device Aggregator

Fixed "Multiple records for singleton select" error which could occur when an error occured after the ticket was printed and committed.

Dispatch Ticket Printing
Ticketing Ticket Printing

When ticketing from the Dispatch Schedule/Order Stack, the "Products" tab will now be active when starting the ticket.

Quote Maintenance

The "PO Required" field for a new quote will now default from the customer/prospect.

Payroll Automatic Pay

Expanded the width of the "Pay Category" dropdown list.

Payroll SUTA/FUTA Report

Fixed "Conversion error from string 13/12/2014" when run in MTD mode with a November 2014 date.

Query Export

Report: Fixed subtotal printing for break fields that are not also group fields.
Report: Fixed report layout for group fields that are also total fields.

Device Aggregator

Web server: Removed scale weight buffer fields from table on "Devices" page.

Build 2.7.22 - 10/15/2014

Enhancements

A/R Cash Posting

When posting an Open Credit require Plant Id if A/R By Plant system option is turned on.

A/R Handwritten Invoice Entry

Force Plant Id to be entered when A/R By Plant system option is turned on.

A/R Print Statements

Add division subtotals to statements. (Contact support if you need this feature.)

A/R Void Invoices

Add ability to filter/sort any column except Debit Amt.
Added "Default Layout" option to Options menu to restore grid to default settings.

Dispatch Order List
Ticketing Order List

Add Customer Id to report.

General

Sequence Code in product structure table is now stored as a number for proper sorting of more than 9 components.
Performance improvement when retrieving product structure.
CTEP certification number updated.

Corrections

A/R Open Ticket Stack

Apply proper security settings when editing a ticket from the Open Ticket Stack.

Dispatch Load Schedule Report

Fixed exception "EDatabaseError: cdsReport: Field 'CUST_NO' not found" when using "Time, CustomerId, Order Id" sequence option.
Fixed exception "EDatabaseError: cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
Fixed performance issue particularly with a large dataset.

Dispatch Order Maintenance

Do not allow order delivery date/time to be edited once a load has been shipped on the order.

Dispatch Schedule

Allow user to view an order by selecting “Edit Order” from the schedule screen even if the user has no security to edit an order.

Ticketing Order Stack

Apply proper security settings when editing an order from the Order Stack.

A/P Select Invoices for Payment

Fixed exception "EAccessViolation in module APSCINV.EXE..." when drilling down into invoice detail.

Document Imaging Document List

Fixed exception "EOleException: Table unknown DOTDOCIDX" when trying to print a document image.

General

The cached sales tax calculation routine could return wrong values in the case where a tax locality is listed twice with different effective dates.

Build 2.7.21 - 9/26/2014

Enhancements

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

Automatic products can now be added based on Job Class.

A/R Import Tickets

Performance improvement when importing online tickets.

A/R Open Ticket Stack

Added "Show Void Tickets" to Options menu to control whether void tickets are shown in the grid.

Inventory Product Cost Roll-up

Added Plant Id selection.

Ticketing Weigh Trucks

Pressing F2 prior to accepting the scale weight will now automatically accept the scale's weight if the target weight has not been manually changed.

Corrections

A/R Print Invoices
Dispatch Reprint Tickets
Dispatch Ticket Printing
Ticketing Reprint Tickets
Ticketing Ticket Printing

Fixed tax column reporting when a tax authority containing multiple tax columns (i.e. severance) is used (previously was only partially fixed in 2.7.19.)

A/R Quick Ticket Entry

The Plant Id, Cust Id, Ticket #, Product Id and Qty Sold fields may no longer be hidden on the ticket grid (could cause the batch to disappear when saved/posted.)

Inventory Product Cost Roll-up

Product Class selection now works properly.
Removed Vendor Id selection.

Inventory

Fixed Quantity On Hand to properly calculate inventory transactions created while a reconcile session is open but not yet processed.

Device Maintenance

The automatic and diagnostic scale test modes now work properly.

Device Aggregator
Device Server

Supports serial scales.
The automatic and diagnostic scale test modes now work properly.

Build 2.7.20 - 9/12/2014

Corrections

Dispatch Void Tickets
Ticketing Void Tickets

Fixed issue with incorrect order Qty Delivered amounts after voiding a multi-product ticket.

Build 2.7.19 - 9/9/2014

New Features

Background Preview Rendering

When previewing reports, the first page now appears on the screen immediately while the remaining pages are rendered in the background. (This is particularly noticeable on long reports.)

A/R Ticket History Inquiry

New option added to the A/R Sales Analysis menu which allows inquiry of invoiced tickets and associated batch weights.

Enhancements

A/R Customer Invoice History Report

Significant performance improvement (eliminated detail subqueries, run the invoice, payment and ticket queries simultaneously when background queries are enabled.)

A/R Plant Maintenance

Added "Send All Mix Designs" button to Dispatch tab to transmit all mix designs to a plant's batch control.

A/R Product List

Performance improvement (eliminated linked product subquery.)

Inventory Reconciliation

Added option for "soft" inventory reconciliation (skips generation of G/L transactions.)

Inventory Status Report

Significant performance improvement (eliminated detail subqueries.)

Dispatch Driver Time/Yardage Analysis Report

New Driver Hours logic (Yards/Man Hour, Efficiency.)
New DownTime column.
New option to report totals and downtime by hours or minutes
Added separation by Date.

Dispatch Schedule

Support custom truck modes (show on schedule grid and available trucks grid.)
Added ability to set custom truck mode.
Added "Auto-Fit Schedule Columns" to Options menu.

Dispatch Void Tickets
Ticketing Void Tickets

Added Ticket Date, Plant Number, Line 1 Product Id to Ticket Number dropdown.

Ticketing Order Maintenance

Added "Print Weights" checkbox to control printing of batch weights for the order.

A/P Inquiry

Added ability to view linked P.O. Receipts on the invoice history form.
Added ability to view document images associated with P.O. Receipts.
The "Print" button will print vendor invoice history for the current vendor.

A/P Vendor Invoice History Report

Significant performance improvement (eliminated detail subqueries, run the invoice, check and G/L distribution queries simultaneously when background queries are enabled.)
Support printing single vendor invoice history from A/P Inquiry.

Payroll Department List

Performance improvement (eliminated department G/L xref subquery.)

Payroll Employee Detail Report
Payroll Employee Payroll Report
Payroll FICA Report
Payroll Special Deduction History Report

Significant performance improvement (eliminated detail subqueries, new database procedure.)

Query Export

Report: Support totalling a group-indicated field.
Report: Print caption for each group-indicated field.
Report: Print caption in detail header for totalled group-indicated fields.

Device Aggregator
Device Maintenance
Device Server

Support custom truck modes.
Added ability to get success/failure result of mix design sending.

Payroll Tax Library

Updated to 2014-R11_V2 version.

Corrections

A/R Cash Posting

Removed unnecessary warning message when picking up open credits.

A/R Import Batch Tickets

Fixed exception "List Index out of bounds" that occured when an auto product ticket was followed by a non-auto product ticket.

A/R Inquiry

Removed "Documents" tab from main screen.

A/R Print Invoices

Fixed tax column reporting when a tax authority containing multiple tax columns (i.e. severance) is used.

A/R Product Maintenance

When copying a single product, clear the "Base Product" field and copy the product structure.

A/R Quick Ticket Entry

Corrected to use the same logic as Ticket Maintenance when determining Tax Authority.

Dispatch Order Maintenance

Only show "Order Balance" if prices are visible for the order.
The running Qty Total on the Loads tab now shows the amount with decimal places if needed.

Dispatch Void Tickets
Ticketing Void Tickets

Fixed to prevent the same ticket from being voided twice.

C/M Transaction Entry

Fixed exception "EDatabaseError cdsDetail: Record not found" when posting a batch without saving that contains at least one line with a check number.

DataScope
Query Export

Fixed exception "EInvalidOperation: Cannot focus a disabled or invisible window" when using Custom Report/Custom Export options from the Keystone menu.

Query Export

Report: Fixed overprinting totalled fields on top of "TOTAL xxxx" description.
Report: Don't group-indicate fields that are totalled.

System Menu

When restoring a backup, revert the database to the saved version if an exception occurs during the restore process.

Document Imaging

Fixed exception "EAccessViolation" when the Display Doc button was clicked with no ducments shown.

Device Server

When reading a scale weight, ignore spaces inside the weight area and place the sign (+/-) at the beginning of the weight.

Build 2.7.18 - 7/25/2014

Enhancements

A/R Aged Trial Balance Report

The customer's A/R Balance is now printed in the top customer information section for Detail and Summary reports.
Significant performance improvement particularly when using the "Average Days to Pay" print setup option.

A/R Customer Price Maintenance
A/R Group Price Maintenance

Significant performance improvement particularly with customers/groups containing hundreds of prices.

A/R Email Invoices

New "Send One Invoice Per Email" checkbox which sends a separate email for each customer invoice.

A/R Inquiry

Added Salesperson to the ticket information grid on the Invoice History form.

A/R Plant Maintenance
A/R Product Maintenance

New "Update Existing Products" checkbox to Copy Products form which will update ingredients (components) for existing products. After the copy the number of products updated will be shown along with a list of mix (assembly) products that have missing ingredient (component) products.

A/R Print Invoices

Added "ounces per hundred weight of cement" conversion when generating product transactions.

A/R Product Cost Roll-Up

Added "ounces per hundred weight of cement" conversion when calculating mix cost.

A/R Product Maintenance

New field "Mix U/M" which is the default U/M used when the ingredient is added to a mix design.
New field "Batch U/M" which is the U/M that the batch system expects for the ingredient.
Ingredient cost is now shown on the Mix Design tab.
Mix cost (sum of the ingredient costs) is now shown on the Mix Design tab.
When using the "Send Now" button to send the mix design to the batch control the ingredient quantities will be converted according to the Batch U/M field.

A/R Unit Of Measure Maintenance

New checkbox "Per Hundred Weight" which indicates that the U/M represents ounces per hundred-weight of cement.

Dispatch Order Maintenance

Loads tab: split the Schedule Date/Time into two separate fields for easier editing.
Loads tab: added running total of Load Size.
Loads tab: added Driver Id for shipped loads.
You may now specify a Plant Id when copying an order, product codes will be translated using base product if possible.

Dispatch Schedule

When a load is shipped the Driver Id is now recorded with the load and can be viewed in Dispatch Order Maintenance.

Dispatch Ticket Printing
Ticketing Ticket Printing

The U/M for all weight fields is now shown on the Weights entry form.
A new option has been added which prevents manual editing of non-zero scale weights. Please contact support if you need this feature.

Dispatch Ticket Printing

When sending the mix design to the batch control the ingredient quantities will be converted according to the Batch U/M field.

A/P Print Checks
A/P Re-Print Checks

The Vendor Id field can now be printed on the form. Contact support if you need this feature.

Payroll SUTA/FUTA Report

Added Weeks Worked, Total Number of Employees and Number of Employees by Month to the quarterly report.

System Menu

Email Configuration: Added "SMTP Read Timeout" field.
Email Configuration: Added Test button (ADMIN user only) which sends a test email based on the current email configuration.

Reports

Performance improvement for all reports, most noticeable in long-running reports.

Payroll Tax Library

Updated to 2014-R10 database, 2014-R7 DLLs.

Corrections

A/R Product Costs by Job Report

Delivery Cost is now calculated correctly when processing void tickets.

Inventory Reconciliation

Now correctly handles reconcile groups when updating inventory cost and reconciled flag in sales history.

Dispatch Driver Call-In Report

Fixed issue when running for the second and subsequent times.

Dispatch Order Maintenance

Products can no longer be deleted from completed orders.
Fixed exception "EDBClientError" when adding a new order.

Dispatch Reports

Fixed to properly report data for customers with a blank customer class.

Dispatch Void Ticket(s)

No longer asks for or shows Returned Concrete if the system option to allow returned concrete is off.

Ticketing Order Maintenance

No longer blanks out the Contact and Phone Number when copying an order.

Quote Maintenance

The "Show Job Products" option will now be copied from the quote to the job when re-booking the job.

G/L Budget Entry
G/L Journal Entry

Widened the Source Code drop-down list to show the entire description.

Payroll Print 941 Report

Fixed exception "cdsSubReport: Field 'DEF_ID' not found" when previewing/printing for the second and subsequent times.
Now prints the correct month name on Line 1.

Application Server

Fixed exception "Transaction is active" when trying to add a new company.

Email Reports

A new system option has been added which supports a longer read timeout that is required by Google Mail (GMAIL.) Please contact support if you need this feature.

Build 2.7.17 - 6/26/2014

Enhancements

A/R Job Price List

Added ability to print the quantity ticketed and the quantity shipped (quantity invoiced + quantity ticketed.)
The quantity remaining is now reduced by the quantity ticketed.

A/R Product Maintenance

Added "Send Now" button on Mix Design tab which immediately sends the mix design of the currently displayed product to the batch control(s) associated with the product's plant.

A/R Quick Ticket Entry

Now remembers grid column layout from run to run.

Inventory Product Transaction Report

A new report format has been implemented that is easier to understand.
Added checkbox to include products with no transaction activity within the period.
Added checklist box to control transaction summarization by transaction types.
Added "Doc No." column which shows ticket number for sales/tickets and P.O. receipt number for receipts.
The product cost will now be shown for summarized transactions.

Inventory Reconciliation

Added "Force Product G/L option" (defaulted ON) which gets G/L account from the product instead of the product transaction where possible.

Ticketing On-Hand Inquiry

Now displays product-specific unit of measure conversion information.

C/M Statement Reconciliation

Added check/uncheck all column header button to Status column to clear/unclear all transactions at once.

Document Imaging Link Documents

Now allows additional parameters on the target table (ex: linking to sales you can add parameter INVOICE_DATE > CAST('TODAY' AS DATE) - 365)

Device Aggregator

Added support for up to 4 decimal places for admixes when retrieving batch weights from a batch control.

Device Server

Added support for up to 4 decimal places for admixes when sending a mix design to a ULINK batch control.

General

Significant performance improvement to A/R Job Lookup queries.

Payroll Tax Library

Updated to 2014-R9a version.

Corrections

A/R Invoice Register

Fixed exception "column unknown" when clearing the current register using Division selection.

A/R Job Price Maintenance
Quote Maintenance
Purchase Order Maintenance

Prevent duplicate product entry for newly added detail records.

A/R Open Ticket Stack
A/R Ticket Maintenance
Dispatch Order Maintenance
Ticketing Order Maintenance

Fixed "Show Only Quoted Products on Line 1" problem when editing existing tickets/orders.

A/R Zone List

Adjusted to accomodate 6-character Zone Id.

Dispatch Order Maintenance

Fixed problem with on-screen totals with products that are load-based (ex: fuel surcharge per load.)

Dispatch Ticket Printing
Ticketing Ticket Printing

The system option that prevents new products from being added is now functional.

Dispatch Void Tickets

Fixed so load is always voided once a ticket is voided.

A/P Invoice Vouchering

Fixed Access Violation exception when using the spacebar to select P.O. receipts to be linked to the invoice.

Payroll ACH Export

Fixed Entry Hash Total to handle 10 digits of precision.

Payroll Employee Inquiry

No longer validates the run date to check if it is in a closed period (since no data can be changed there is no reason to validate the date.)

Payroll Void Paycheck

Fixed foreign key violation when when voiding a check containing a Job Id but no Budget Category or J/C Trx Type.

System Menu

Fixed problem where once a query report was attached to one of the Keystone menu options, all subsequent query reports that were meant to go on the Custom Reports menu would instead be attached to that same Keystone menu option.

Device Aggregator

Now retrieves batch weights properly with a "dual mode" batch system.

Reports

Fixed email option which was sending the email without the report attachment (broken in 2.7.16.)

Build 2.7.16 - 5/6/2014

Enhancements

A/R Job Names List

Add job Invoice Description field to summary report.

A/R Open Ticket Stack

Added Division No. as an optional field.

A/R Print Invoices

Added ability to force the Division No. selection to a specific division by User Id.
Added error reporting for missing Inventory and Cost of Sales G/L Accounts when products have reconcile groups specified.

Dispatch Ticket Printing
Ticketing Ticket Printing

Added ability to print multiple copies of a ticket on a single sheet of paper.

Payroll Special Deduction History Report

The program will now remain open after printing.

General

In Windows 7 and up, Keystone taskbar icons are now grouped together.

Corrections

A/R Print Invoices

Fixed product transaction generation so that the correct Inventory G/L Accounts are used for mix components.

A/R Product Maintenance

The Inventory tab will once again be displayed at start-up.

Dispatch On-Hand Inquiry
Ticketing On-Hand Inquiry

When called from the Ticket Printing screen, fixed to work properly with product codes containing spaces or other special characters.

Dispatch Order Maintenance

Fixed on-screen order totals when one or more loads are voided and one or more products have the Auto Qty set to Order Quantity.

Dispatch Schedule

When a load is shipped, the truck's return plant is now set to the truck's current plant, instead of the plant from the ticket.

C/M Statement Reconciliation

Fixed on-screen totals and selected deposits totals so they calculate correctly after the sort order is changed.

C/M Transaction Entry

Fixed on-screen batch totals so they calculate correctly after the sort order is changed.

Query Export

Fixed exception "EOleException: Empty Query" when using the Apply function with background queries enabled.

Build 2.7.15 - 4/16/2014

Enhancements

A/R Automatic Product Maintenance

Added Beg Ext Price, End Ext Price and Price Method fields to support a minimum ticket total. (Contact support if you need this feature.)

A/R Plant Maintenance

Added "Ask to Reschedule" checkbox on the Dispatch tab (checked by default.) When unchecked, loads for orders from this plant will be automatically rescheduled as needed.

A/R Product Class Maintenance

Added "Description from Job Link Product" checkbox (unchecked by default.) When checked, the system will use the Link Price product's description rather than the job's product description.

A/R Product Maintenance

New fields added to the History tab: Last Year Qty and Dollar Amount Sold. (These will initially be zero until Month End Processing is run.)
Added ability to copy a single product to a new product.

A/R Product Price Changes

At startup or when changing tabs, current prices will not be displayed until the Calculate button is pressed.
You are now asked to save prices when changing tabs.
The Close button has been changed to Cancel to allow pending price changes to be cancelled without closing the program.
You may now press the Calculate button while the Dollar and Percent boxes are zero to view current prices before applying changes.
Added ability to filter products by Vendor Id.

A/R Invoiced Tickets List

Significant performance improvements: cache tax rates, product totals no longer logs changes and 8-inch equivalence is no longer calculated.

A/R

Tax Rates are now cached which greatly reduces the number of database queries when calculating sales taxes.

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

Added "Print Ticket" checkbox to control whether the ticket prints or not. This is useful when only the last ticket for an order needs to be printed.

Dispatch Schedule

New optional fields added to the main grid: Job Lot and Job Block.

Dispatch Ticket Printing
Ticketing Ticket Printing

Added ability to print bar codes on dot-matrix printers (EPSON only at this time.)

Print Quotes

Conditionals have been added for concrete mix, aggregate, ingredient and delivery product types.

C/M Statement Reconciliation

To assist with diagnosing problems, new fields have been added which store the session number of the last reconciliation and for combined transactions point to the new combined transaction.

Payroll Adjust Definition Balances

Balance adjustments may now be imported from a text file. (Contact support if you need this feature.)

General

The printer selection dialog now allows the user to press F2 to accept.
The system now calculates customer, statement customer and group base product pricing.

Application Server
Device Aggregator
Device Server

All logs are stored on disk and nine levels of backup are maintained.

Payroll Tax Library

Updated to 2014-R7 version.

Corrections

A/R Open Ticket Stack
A/R Quick Ticket Entry
A/R Ticket Maintenance

When repricing tickets, the price source will now be set properly even if the actual price is the same.

A/R Product Maintenance

Fixed the Copy Products function to properly copy Percent Air, Mixer Wait Time and Max Load Size on the Mix Design tab.

A/R Product Price Changes

Only active products will now be shown in the Product drop-down list.

Inventory Batch List

Show Total Cost as positive number for the “transfer in” portion of an inventory transfer.

Inventory

Fixed Average Cost calculation to include transfer in/transfer out transactions.

C/M Statement Reconciliation

Fixed issue where the Combine function calculated an incorrect amount when changing the transaction grid sort order.

C/M Transaction Entry

Fixed potential issues with calculating totals after changing the transaction grid sort order.

Query Export

Fixed exception "EOleException: Transaction is active" when running an update query for the second time after getting an error the first time it was run.

Socket Server

Reset the connection inactivity timeout to infinite to avoid problems with Device Aggregator crashing overnight. (Introduced in 2.7.13.)

Build 2.7.14 - 3/24/2014

Corrections

Payroll Timecard Maintenance

Fixed exception "Field LAST_LINE_NO not found" when creating a new timecard.

Build 2.7.13 - 3/21/2014

New Features

Dispatch Driver Hours

Dispatch now has the ability to calculate driver hours, report today's hours on the Clocked In Trucks grid and report hours for any period of time with a new report. (NOTE: Currently you must have a GPS/status system that reports Driver Clock In/Clock Out for this to work.)

Dispatch Quick Ticket

This new Dispatch Schedule feature prints a ticket and automatically creates an order for that ticket which will show up on the schedule.

Products can be inserted/reordered

In several Keystone options, new products can be inserted before other products on the product detail grid. They can also be re-ordered by dragging them to the desired position on the grid.

Enhancements

A/R Job Price Maintenance
Purchase Order Maintenance
Quote Maintenance

New rows can now be inserted before other rows on the product detail grid by using the INSERT key.
Product detail rows can be re-ordered by dragging them with the mouse to a new position on the grid.

Dispatch Order Maintenance

Added an option on the Advanced Copy window to select whether to copy the Dispatch Warning flag and message.
When tabbing through fields, the To Job/From Job/Usage Time fields will no longer be skipped if they have zero or empty values.

Dispatch Schedule

New "Quick Ticket" feature which prints a ticket and automatically creates an order for that ticket which will show up on the schedule. (Please contact support if you need this feature.)
New "Assign/Clear Order" option added to the truck menu, which allows a truck to be assigned to a specific order. When a truck is assigned to a specific order the schedule will prevent the truck from being ticketed to any other order.
New "Ticket Assigned Order" option added to the truck menu, which generates a ticket for a truck that has been assigned to a specific order.
Supports customizing status column captions and descriptions.
Added Driver, Hours and Order columns to the Clocked In Trucks grid. (These columns are hidden by default.)
Column customization button has been added to the Clocked In Trucks grid.
The Clocked In Trucks grid will adjust its width automatically to accomodate all visible columns.
A new system option has been added to control which plants are visible within the Truck Plant Groups, Clocked In Trucks and Clocked Out Trucks lists. (Please contact support if you need this feature.)

Dispatch Beginning of Day

Clears the assigned orders for trucks.

Dispatch Driver Hours Report

New report added to the Dispatch Reports menu which can report driver hours for any period of time.

Document Imaging Link Documents

Significant performance improvement when only Ticket Number is selected for linking.

Keystone GPS Interface

Performance improvement when GPS requests truck information from Keystone.

Payroll Tax Library

Updated to 2014-R6 version.

General

The Help-System Information window now shows the computer's Windows OS version.
Client PCs which have been connected to the Application Server but have had no activity for 12 hours will now be disconnected automatically.

Corrections

A/R Import Tickets

Fixed Access Violation during import.

Dispatch Order Maintenance

Error messages such as "Load Size Required" and "The quantity ordered on line one is zero" were sometimes appearing when they shouldn't. These have been corrected.

Dispatch Schedule

Several memory leaks were fixed.
Several performance problems with internal datasets were fixed.
When using the "Mark Order as Complete" option on an order, the order's PLUS flag will not be set to No, which will cause the order to drop off the schedule once the last load returns.

Dispatch Beginning of Day

Significant performance improvement when running with a large amount of data.

A/P Vendor Maintenance

Adjusted screen layout so the Vendor Class is visible on Windows 7/8.

Query Export

When running an update query for the second and subsequent times the Parameter Values form was not appearing.

System Menu

The License Management option now maintains user passwords.
Fixed memory leak.

Application Server

Several memory leaks were fixed.
Several performance problems with internal datasets were fixed.

General

The option to run queries in the background (which allows the user to cancel long-running queries by clicking the "Cancel" button) has been fixed so that it works for systems using socket connections (all multi-user systems.)

Build 2.7.12 - 2/25/2014

Corrections

A/R Quick Ticket Entry

Fixed exception "EDatabaseError: Field 'BATCH_TYPE' not found" when posting a batch.

Build 2.7.11 - 2/19/2014

Enhancements

Payroll Tax Library

Updated to 2014-R5 version.

Corrections

A/P Invoice Vouchering

Fixed exception 'Field TEN99_CLASS not found' when creating a new posting batch from a recurring batch immediately after starting the option.

Inventory Reconciliation

Fixed problem where Average Cost would not be set if the initial product transaction was a Physical Inventory transaction.

General

Display the same information for all databases in the System Info dialog.

Build 2.7.10 - 2/13/2014

Enhancements

System Menu

Added "Services" item to System Maintenance menu when logged in as ADMIN. Displays currently active Keystone services and launches browser to open the service's web interface.

Dispatch End of Day
Dispatch Re-transfer Tickets
Export Tickets to Accounting
Ticketing End of Day
Ticketing Re-transfer Tickets

Performance improvement particularly when there are a lot of closed tickets.

A/P Invoice Vouchering

Performance improvement when cancelling batch changes or when closing the form.

Corrections

A/P Invoice Vouchering

Fixed problem when posting a batch where the message 'The batch is not in balance' appears for a batch that is in balance.
No longer displays the P.O. Receipts tab or the P.O. Receipts distribution grid on the G/L Distributions form if there is no P.O. associated with the invoice.

Build 2.7.9 - 2/12/2014

New Features

Inventory Quantity on Hand

Inventory quantity on hand now includes tickets where the product is a component of a sold assembly (i.e. mix ingredients.)

Payroll Multiple Cash Accounts

Payroll now supports more than one checking account for paychecks and allows the account to be selected in Timecard Maintenance. Contact support if you need this feature.

Enhancements

A/R Job Price Maintenance

Performance improvement: startup time and moving from job to job is quicker.
When document imaging is active, the document database will not be opened until the user clicks the "Documents" tab for the first time.

Inventory Product Transaction Report

Improved performance.
Added selection by Transaction Type (running balances will be incorrect in this case.)
Expanded quantity fields to 10 digits.

Payroll Timecard Maintenance

Added Tax Gross definition types to Overrides tab.

Payroll W-2 E-File Export

Now supports multiple local tax jurisdictions for Indiana.

Query Export

For multi-company queries the special '@CO' field (company id/code) can now be printed/exported if desired.

DataScope

Added multi-company consolidation feature (contact support if you need this feature.)
Added ability to place custom report/export at the end of any Keystone menu section.

General

The unattended backup program will now use the company name as the backup title.
Added CTEP certification number to splash screen and system information screen.

Corrections

Dispatch Beginning of Day

Fixed error "EOleException: violation of foreign key constraint 'DITTRKGPS_FKY_AVAIL' on table 'DITTRKGPS'" (was trying to delete loads that had GPS status information.)
Only process orders with delivery date prior to today.

Dispatch Schedule

Fixed error "Multiple rows in singleton select" when attempting to start/refresh after answering "No" to "Did this ticket print correctly?"

Ticketing Ticket Printing

Fixed customer name and job id not appearing on stub screen.

Payroll Print W-3

Fixed Box 12 handling for 401k.

Query Export

Apply changes now works when only the current company is selected in multi-company mode.
When an export is run directly from the menu the specified Export Format for fields will be used.

DataScope

When running a query directly from the menu, do not ask to save the query when closed.
Fixed 'invalid component name' when viewing drill-down form.

Database

Fixed trigger to support renaming a Plant Id.

General

Center the "You are adding a new <item>" status box within the file maintenance form.
Remove product structure records where the assembly product and the component product are the same.

Build 2.7.8 - 1/28/2014

Enhancements

Dispatch Ticket Printing
Ticketing Ticket Printing

Added "Priced" checkbox to allow printing prices for charge customers independent of the ticket's COD status (this is available only when the "Show Only COD Prices" option is turned off.)

Query Export

Added ability to save/restore grid column filtering and sorting with the query. This will also apply column filtering and sorting to the export and report.

Device Aggregator

Added "Drivers" page to web interface to view driver mapping table.

Corrections

Payroll Special Deduction History Report

Fixed issue where selecting the 'Date Range' option would not allow entering Begin/End dates.

Document Imaging Link Documents

Restored ability to link tickets to sales history (introduced in 2.7.0.)

System Menu

Fixed "Access Violation" exception when using the quick company change feature while logged in as ADMIN.

Device Aggregator
Device Server

Fixed inability to view log (introduced in 2.7.6.)

Device Aggregator

Fixed external to internal Driver Id translation.

Build 2.7.7 - 1/24/2014

Enhancements

Dispatch Ticket Printing
Ticketing Ticket Printing

Added new system option which prevents a ticket created from an order with a blank Driver Id from being processed.

Dispatch Schedule

When using the Swap Truck feature, now asks for Driver Id and sets the truck's and the ticket's current driver to the selected driver.

System Menu

Added quick company change feature which allows you to switch to another company without re-entering your User Name and Password.

General

Added company color stripe at the top of the menu and every Keystone option form to help you quickly visually identify which company you are working in. (Note that the color for the first company is the background color so you will not notice this feature unless you have multiple companies.)

Corrections

A/R Cash Posting

Fixed exception "EDatabaseError: Field Session No. must have a value" when viewing payment history on an invoice immediately after posting cash (introduced in 2.7.0.)

A/R Import Tickets

Fixed Jonel ticket import to ignore extra fields on the header record (eliminates "List Index Out of Bounds" exception.)

A/R Product Maintenance

Fixed issue with disabling List Price via security control (List Price was disabled at startup but would re-enable after switching to another product.)

A/R Profit Alert Report
Dispatch Profit Alert Report

Fixed "Access Violation" exception at startup when using the A/R By Plant feature (introduced in 2.7.0.)

Payroll W-2 E-File Export

Fixed to generate SSA-compliant export file (Statutory Employee, Retirement Plan and Third-Party Sick Pay Indicators were output in the wrong format--introduced in 2.7.0.)

Payroll W-2 Setup Maintenance

Fixed issue where the W-2 Setup grid did not resize properly when maximizing the form.

Build 2.7.6.0 -- 1/17/2014

Enhancements

A/R Import Tickets

Added support for Jonel batch ticket import.

A/P Invoice Vouchering

P.O. Receipt distributions are now listed in detail (previously they were summarized by G/L Account.)
Job Cost information will now be included in the P.O. Receipt distributions.

Purchase Order Maintenance
P.O. Receipts Maintenance
P.O. Receipt Entry

When Job Cost is active you can now enter Job Cost information for each product.

Calculate Payroll

Added ability to set the A/P Invoice Description when using the Payroll to A/P feature.

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

Added ability to print company name, address and phone number on forms.

Query Export

Added multi-company consolidation feature (contact support if you need this feature.)
Added checkbox to control whether a field name header record is output when exporting in CSV format.
Added ability to select which fields are included in the export file.
Added ability to set the display format for exported numeric and date fields.
Added ability to place custom report/export at the end of any Keystone menu section.

System Menu

Custom query reports and exports may now be placed at the end of a regular menu section.

Application Server
Device Aggregator
Device Server
Web Server

New logging unit which stores the log in CSV format (can now be easily imported into Excel.)

Corrections

A/R Ticket Import

When renaming ticket files after import, always rename the original (source) ticket files.
Delete temporary files after import.

Dispatch Order Maintenance

Fixed issue with recalculating load times when there are voided loads.

Dispatch Schedule

Fixed issues when assigning truck return plant where trucks other than those selected were affected.

Dispatch Void Ticket

When a load is voided that has not been loaded yet, mark the load complete and release the truck from the load.
When a load is voided that has not been loaded yet, do not ask for or set the returned concrete quantity.

System Menu

When adding/editing a user, the password will now be limited to 10 characters.
The visual indicator for a menu option that requires an access code has been improved.

Build 2.7.5 - 1/8/2014

Enhancements

A/P Select Invoices for Payment

Added "Vendor Class" as an optional grid field.

Payroll Adjust Company Definitions & Factors

Allow editing of the definition description field.

Corrections

Dispatch Ticket Printing
Ticketing Ticket Printing

Disregard inactive products when using the Product Base to identify an alternate product code for the plant.

A/P Invoice Vouchering

Corrected the Division drop-down so that it fits the entire description.

Enter A/P Balances

Fixed "Access Violation" exception at startup.

J/C Import Transactions

Fixed "Batch Id must have a value" exception when the auto-generated Batch Id exceeds 14 characters. (Now it can never be more than 12 characters long.)

Application Server

When processing truck status messages other than load statuses (clock in, clock out, etc.) the truck's current driver will be used if the status message does not specify the driver.

Build 2.7.4 - 1/3/2014

Corrections

Payroll Adjust Definition Balances

Fixed issue where modifying a factor caused all other unmodified factors for the definition to be cleared.

Payroll Import Timecards

Fixed incorrect "unknown employee" messages when importing timecards.

Build 2.7.3 - 12/31/2013

Enhancements

Calculate Payroll

Improved diagnostic messages.

Corrections

Payroll ACH Export

Removed "required" attribute from two fields that were optional (Immediate Destination Name & Immediate Origin Name.)

Build 2.7.2 - 12/30/2013

Enhancements

Certified Payroll Report

Added user option to include/exclude jobs with no associated payroll data.

Corrections

Payroll Import Timecards

Fixed exception "EDatabaseError cdsMaster: Field DEPT_NO not found" when importing timecards.

Database Update

Correct plant ticket table for multiple void tickets that refer to the same order/load.

Build 2.7.1 - 12/28/2013

Enhancements

Payroll ACH Export

Provide support for bank security record at the beginning of the export file.

Payroll Tax Library

Updated to 2014-R3 version.

Build 2.7.0 - 12/20/2013

New Features

Dispatch Trip Time Analyzer

This new Order Maintenance feature allows you to analyze trip times for partially shipped orders and fine-tune those times based on averages of the loads already shipped.

Enhancements

A/R Comparative Customer Sales Report
A/R Customer Sales by Product Report
A/R Customer Sales History Report
A/R Aggregate Costs Report
A/R Driver Productivity Report
A/R Sales Costs Report
A/R Product Sales by Customer Report
A/R Customer Sales Report
A/R Sales Price Exceptions Report
A/R Product Sales History Report
A/R Summary Sales Report
A/R Product Costs by Job Report
A/R Daily Plant Sales Report
A/R Trucking Commissions Report

Added Division selection to these reports.

A/R Salesperson Maintenance
A/R Customer Sales Report
A/R Customer Sales by Job Report
A/R Customer Sales by Product Report
A/R Comparative Customer Sales Report
A/R Product Sales Report
A/R Product Sales by Customer Report
A/R Summary Sales Report Report
A/R Daily Plant Sales Report

Added "User Id" field to Salesperson Maintenance which restricts the data reported by the listed sales reports to a specific salesperson.

A/R Inquiry

Added Session Number to posting history grid.

A/R Plant Maintenance

Added "Sales G/L Mask" field.

A/R Product Maintenance

When adding a product, set the Sales G/L Account based on the new Sales G/L Mask field from Plant Maintenance and the Default Sales G/L Account in Product Class Maintenance.
Added new "U/M Conv" tab which is used to setup product-specific conversions between Units of Measure of different types (i.e. Weight<->Volume.) (This replaces several dedicated fields in Product Maintenance which have been removed in this update.)

A/R Pre-Billing Audit List
Inventory Status Report

8" Equivalence calculation is now based on the new product-specific unit of measure conversion table.

A/R Pre-Billing Audit List

Added "Zone" field to report.

A/R Print Invoices

Error messages for U/M conversion failures are greatly improved.

A/R Unit of Measure List
A/R Unit of Measure Maintenance

Added new Unit of Measure types: Container, Time and Area.

A/R Driver Maintenance

Added GPS tab: shows "external" Driver Id (used by status devices) and the most recent day's statuses for the driver.

Dispatch Order Maintenance
Ticketing Order Maintenance

For new orders entered after this update, automatic products are identified so that when the order is copied the automatic products can be re-applied according to current rules.

Dispatch Order Maintenance

Copy Order is now supported when using this option from the Dispatch Schedule. Note that pending changes to the current order will be lost when using this function.
Zone Time has been split into separate Travel To and Travel From times.
Added "% Hot Water" field which carries through to ULINK batch controls in field #95.
On the Loads tab, the word "VOID" appears in the Load Size column for voided loads.

Dispatch Schedule

Added 'Assign Return Plant' option to truck status pop-up menu.
When a truck returns to the plant, it will be moved to the plant it was set to return to.
Improved start-up time.
The "Refresh All" button will now display "Refreshing..." during a schedule refresh.
Improved handling of orders and loads that cross over midnight.
More efficient schedule query.
Improved void handling: the truck remains attached to the load to allow it to be tracked as it returns to the plant, the load is marked as void, a special indicator appears on the truck status to indicate void, the "Void Ticket", "Edit Ticket" and "Swap Truck" functions are no longer available, "Set Returned Concrete" function is available.

Dispatch Void Ticket

When a ticket is voided from the schedule screen, you may set the amount of returned concrete.

Ticketing Order Maintenance

Copy Order is now supported when using this option from the Ticketing Order Stack. Note that pending changes to the current order will be lost when using this function.

Ticketing Order Stack

A new option is available which allows specific users to be restricted to a list of plants that they can see on the order stack. Please contact support if you need this feature.

Ticket Printing
Ticketing Weigh Truck

Widened Truck Id field to display all 10 characters.

Dispatch

Two new status codes are now supported: "Driver Clock In", "Driver Clock Out" (currently only for status devices.)

A/P Vendor Maintenance

Expanded 1099 Address 1&2 fields to 40 characters, 1099 City field to 21 characters. (All characters will be exported when using 1099 E-File Export, but truncated to 34 characters for Print 1099 Forms.)

P.O. Receipts List

Added checkboxes to include/exclude linked/unlinked receipts from the report.

Document Imaging

Major database changes to support more document types in a more flexible way.

A/P 1099 E-File Export

There are NO changes to the export for 2013.

A/P Print 1099 Forms

Updated for 2013 form changes.

Payroll Print W-2 Forms

There are NO changes to the forms for 2013.

Payroll SUTA E-File Export

Updated several states changes for 2014 (many states have yet to release their 2013 information so more changes will be coming in future releases.)

Payroll W-2 E-File Export

Updated FEDERAL changes for 2013.
Updated several states changes for 2013 (many states have yet to release their 2013 information so more changes will be coming in future releases.)

Payroll Tax Library

Updated to 2014-R2 version.

Query Export

When exporting query results, now uses a better date/time format that is more easily imported into other programs (such as MSAccess.)

Application Server

When a driver clock in/clock out status message is processed, the associated truck's current driver will be set to the driver id contained in the status message.

Device Aggregator

Reads and translates Driver Id in status messages from device servers.

Device Server

Now supports reading Driver Id from status boxes (GHNEXTEL2 only in this version.)

Database

New U/M "8E" (8" Equivalence) added.
New time U/M added: SC (seconds), MN (minutes), HR (hours), DY (days.)
Product-specific U/M conversions automatically created for products that have ALT_UMS and ALT_UMS_RATIO specified. (ALT_UMS and ALT_UMS_RATIO fields are removed in this update.)
U/M conversion ratios are now stored in a format that allows for much greater precision than previously. (The conversion ratios for several U/M added by the system have been improved to take advantage of this improved precision.)

Corrections

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

Widened the "Phone" and "Fax" fields (was cutting off the extension.)

A/R Customer Price Maintenance
A/R Group Price Maintenance

Fixed security check on the Copy Prices function.

A/R Print Invoices

Check if Tax Authority is active when invoicing.
Fixed bug (introduced in 2.6.1) that caused void tickets to not carry through to sales history.

A/R Tax Rate Maintenance

Removed tax discrepancy check that ran when closing the program (was taking a long time.)
Added user option to run tax discrepancy check.

A/R Automatic Product Maintenance

Now asks to save changes when closing the form.

A/R Email Statements

The list of statements to be emailed will now appear after the dates have been entered at the top of the form. (This fixes "No data for report" message in certain circumstances.)

A/R Unit of Measure Maintenance

Units of Measure that were originally added during system installation restrict the ability to change fields that are used to calculate U/M conversions.

Quote Maintenance

Fixed several errors in the Cost Estimator (introduced in 2.5.10.)
Fixed rounding issue in the Estimated Delivery Cost calculation (Cost Estimator.)

Dispatch Order Maintenance
Ticketing Order Maintenance

The Print Prices flag will no longer be blanked out when selecting a quoted job on a new order.
The Tax Authority will only be updated if either the job/plant/zone is blanked out or the default tax authority for the job/plant/zone is not blank.

Dispatch Order Maintenance

Fixed Access Violation exception when using the "Custom 1" field and taking a Quick Order from the schedule screen.

Dispatch Schedule

Pop-up menus will now appear just below the item being popped up on so the item remains visible.
The plant selection dialog will now show Plant Number and Plant Screen Id (previously showed Plant Color as a number.)
When the window is resized the Next To Load will adjust to fit the new screen size when using the "Show All That Fit On Screen" option.
Focus the top-most load in the Next To Load grid when the schedule is refreshed.
User sort criteria is now applied to the Next To Load grid before limiting the number of loads to be displayed.
The Time Method will now be properly set to "Time in Status" format at start-up.
Fixed calculation of times for "Time to Job" format.
Fixed rounding issues that caused slight discrepancies between the two time methods.
Fixed calculation of projected load times to be accurate and consistent.
When a load is shipped, the clock date/time from the PC will be used as the ticket date/time. (This improves 24-hour plant operations.)

Dispatch Ticket Printing
Ticketing Ticket Printing

The Tax Authority will no longer be updated if the zone is changed for a ticket that was generated from an order.

Document Imaging

Fixed incorrect document path handling.
Corrected date/time handling in Synchronize Documents and Link Documents.

P.O. Receipt Entry

The Vendor Product SKU field will now display properly.

Payroll Adjust Definition Balances

No longer allows Employee Name to be edited (previously you could edit the field but the changes had no effect.)

Payroll Adjust Definition Balances
Payroll Adjust Employee Balances

No longer tabs through read-only columns on the grid.

Payroll Print 941

Added "Additional Medicare Withholding" line to report.

General

When resizing forms, grids should now scale much better, particularly when columns are moved/resized/hidden/unhidden.