Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 3.6.8 - 3/27/2020==
+
==Build 4.7.15 - 2/6/2025==
  
−
===Dispatch Module===
+
===General Ledger Module===
  
−
Dispatch Reports
+
Import Payroll Transactions
−
:Exclude office tickets on Hold.
+
:Updated to support multiple pay groups.
 +
:The Payroll Run dropdown list now includes the pay group name.
 +
:Performance improvement when retrieving G/L data from iSolved.
  
−
===Accounts Receivable Module===
+
==Build 4.7.14 - 2/5/2025==
  
−
A/R Import Tickets
+
===General Ledger Module===
−
:Fix Catastrophic Failure exception when importing online tickets.
 
  
−
A/R Plant Maintenance
+
Import Payroll Transactions
−
:'''Add "E-Ticket Form Type" field.'''
+
:Remove non-completed (void) payroll runs from list of payroll runs.
  
−
A/R Salesperson Maintenance
+
==Build 4.7.13 - 1/23/2025==
−
:'''Add "E-Ticket Form Type" field.'''
 
  
−
===General===
+
===General Ledger Module===
  
−
System Option Maintenance
+
Import Payroll Transactions
−
:'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
+
:Updated to support multiple legal entities under one client.
  
−
===Services===
+
==Build 4.7.12 - 1/21/2025==
  
−
Keystone REST Server (KServer)
+
===Accounts Payable Module===
−
:Fix Access Violation exception for endpoints with non-SELECT queries.
 
−
:Avoid reprocessing Calc parameters during non-SELECT queries.
 
−
:Fix "Cannot open / define command, which does not return result sets" exception when running the cachegc query.
 
−
:'''Driver API: Add FormType field to truckticketinfo endpoint.'''
 
−
:FX API: Modify kpi and kpibymo endpoints to exclude office tickets on Hold.
 
−
:'''Quote API: Add Notes1, Notes2 fields to Quote calls.'''
 
  
−
==Build 3.6.7 - 3/20/2020==
+
Import Invoices
 +
:'''Add ability to import invoice Due Date.'''
  
−
===Dispatch Module===
+
===General Ledger Module===
  
−
Dispatch Blank Time Fields Report<BR>
+
Import Payroll Transactions
−
Dispatch Detailed Yardage Report<BR>
+
:Updated to support multiple clients.
−
Dispatch Driver Time/Yardage Analysis Report<BR>
 
−
Dispatch Late Time Report<BR>
 
−
Dispatch Order Time/Yardage Analysis Report<BR>
 
−
Dispatch Plant Production Report<BR>
 
−
Dispatch Plant Time/Yardage Analysis Report<BR>
 
−
Dispatch Ticket Time Analysis Report
 
−
:Now includes only Concrete Mix product types.
 
  
−
Dispatch Order Maintenance
+
==Build 4.7.11 - 1/11/2025==
−
:'''Add field change event when Ovr Load Size changed for a load.'''
 
−
:'''Add event when product is added, changed or deleted.'''
 
−
:'''Show customer credit warning based on Show Order Warning customer checkbox.'''
 
  
−
Dispatch Order Time/Yardage Analysis Report
+
===Payroll Module===
−
:'''Add Driver Id selection and print Driver Id on report.'''
 
  
−
Dispatch Schedule
+
Tax Library
−
:Performance improvement: add database procedure to obtain schedule totals.
+
:'''Updated to version 2025-R2 (IL, ND, OR states.)'''
−
:Performance improvement: new schedule queries that mimic pre-3.6 versions.
 
  
−
Dispatch Ticket Printing
+
==Build 4.7.10 - 1/3/2025==
−
:'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
 
−
:Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
 
  
−
Dispatch Truck Demand Graph
+
===Payroll Module===
−
:Graph data now obtained via KServer.
 
  
−
===Ticketing Module===
+
Tax Library
 +
:'''Updated to version 2025-R1c (LA state.)'''
  
−
Ticketing Order Maintenance
+
==Build 4.7.9 - 12/28/2024==
−
:'''Show customer credit warning based on Show Order Warning customer checkbox.'''
 
  
−
Ticketing Ticket Printing
+
===Payroll Module===
−
:'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
 
−
:Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
 
  
−
===Accounts Receivable Module===
+
Tax Library
 +
:'''Updated to version 2025-R1b (MT, NC, VT states.)'''
  
−
A/R Auto Product Maintenance
+
==Build 4.7.8 - 12/23/2024==
−
:Fix summary display of Qty and Order Qty to show decimal places.
 
  
−
A/R Cash Posting Register<BR>
+
===Payroll Module===
−
A/R MTD Cash Posting Register
 
−
:'''Add Customer Class selection.'''
 
  
−
A/R Customer Maintenance
+
Tax Library
−
:'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.'''
+
:'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)'''
  
−
A/R Import Tickets
+
==Build 4.7.7 - 12/13/2024==
−
:Fix issue with improperly deleting plant tickets when another user runs End Of Day during the online import process.
 
  
−
A/R Open Ticket Stack<BR>
+
===Payroll Module===
−
A/R Ticket Maintenance
 
−
:'''Now defaults "Void Deleted Tickets" option to True.'''
 
  
−
A/R Plant Maintenance
+
Tax Library
−
:'''Require access code to delete a plant.'''
+
:'''Updated to version 2025-R1 (Federal-preliminary.)'''
  
−
A/R Print Statements
+
==Build 4.7.6 - 12/3/2024==
−
:Now prints void invoices that were voided after the statement date.
 
  
−
A/R Product Sales Report
+
===Dispatch Module===
−
:The YTD Qty, Sales and Gross Profit columns have been widened.
 
  
−
A/R Summary Sales Report
+
Order Maintenance
−
:'''Add Highest YTD Sales report sequence.'''
+
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
 +
:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
 +
:'''Carry "Show when order accessed" field from job when copying an order and changing the job on an order.'''
  
−
===Quote Module===
+
===Ticketing Module===
  
−
Quote Maintenance
+
Order Maintenance
−
:'''Show Credit Status and indicate Blocked status in red color.'''
+
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
  
−
===Accounts Payable Module===
+
===Accounts Receivable Module===
  
−
A/P Inquiry
+
Credit Card Pre-Approval
−
:'''Show P.O. Number on P.O. Receipts History grid.'''
+
:'''Add "Comment" grid column.'''
  
−
A/P Select Invoices for Payment
+
Customer Maintenance<BR>
−
:'''Add Description as an optional grid field.'''
+
Job Price Maintenance
 +
:'''Add "Auto Hold Tck" checkbox.'''
  
−
===Cash Management Module===
+
Customer Maintenance
 +
:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''
  
−
C/M Statement Reconciliation
+
Import Tickets
−
:'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.'''
+
:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''
−
:Exclude voids/reversals in transaction grid.
 
  
−
Enter C/M Balances
+
Job Price Maintenance
−
:No longer asks for offsetting G/L entries.
+
:Move "Plant Mix Type" to Dispatch tab.
 +
:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
 +
:Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
 +
:'''Show "File #" on screen (if quote has a File # and is booked as a job.)'''
 +
:'''Add new "Job Search" dialog when F4 pressed in Job Id field.'''
 +
:'''Add blue background (indicating F4 search) to the Job Id field.'''
  
−
Import C/M Transactions
+
===Inventory Module===
−
:'''Import transactions to a batch instead of directly into C/M transaction tables.'''
 
−
:'''Support new simplified import format.'''
 
−
:'''Add File Contains Header checkbox to ignore header record in import file.'''
 
−
:Improve CSV import to handle unquoted strings containing spaces.
 
  
−
Post Imported C/M Transactions
+
On Order Maintenance
−
:'''New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.'''
+
:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
  
−
===Payroll Module===
+
===Quote Module===
  
−
Payroll Print Direct Deposit Stubs
+
Quote Maintenance
−
:Fix to use direct deposit stub form by default (introduced in 3.6.5.1.)
+
:'''Generate unique File # when adding a new quote.'''
 +
:'''Show "File #" on screen (if quote has a File #.)'''
 +
:'''Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.'''
 +
:Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
 +
:'''When booking a job, copy the "File #" field from the quote to the new job.'''
  
−
Payroll Tax Library
+
===Accounts Payable Module===
−
:'''Updated to 2020-R4 version (AR, DC, MD, MO, OR states.)'''
 
  
−
Payroll Timecard Maintenance
+
Federal & State 1099 Export
−
:'''Show Employment Status and indicate Terminated status in red color.'''
+
:'''No changes for 2024 (ready for 2024 e-filing.)'''
  
−
===General===
+
===Purchase Order Module===
  
−
Batch Maintenance
+
P.O. Receipt Maintenance
−
:Validate dates before posting the batch.
+
:Fix EAccessViolation exception when deleting a receipt.
  
−
DataScope<BR>
+
===General Ledger Module===
−
Query Export
 
−
:Fix to show descriptive error message when query is invalid (introduced in 3.6.5.4.)
 
  
−
File Maintenance
+
Import Payroll Transactions
−
:Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
+
:Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
 +
:Fix summarization logic for C/M impound, invoice and other transactions to process each record.
 +
:When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
 +
:'''Add system options for Earn and Other G/L Item Categories.'''
 +
:'''Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)'''
 +
:Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)
  
−
===Services===
+
===Payroll Module===
  
−
Keystone REST Server (KServer)
+
ACA 1094/1095 Export
−
:Support SELECT queries that don't begin with the word SELECT.
+
:'''No changes for 2024 (ready for 2024 e-filing.)'''
−
:Fix exception when kserver.ini file change detected but file is in use.
 
−
:Fix exception when decompressing request body.
 
−
:Quote API: Add last revised date parameters to QuoteList endpoint.
 
−
:Quote API: Add LastRevisedDate field to QuoteList endpoint.
 
−
:Windows Client Dispatch API v2: New schedule queries that mimic pre-3.6 versions.
 
−
:Windows Client Dispatch API v2: Add Truck Demand Graph queries.
 
  
−
==Build 3.6.6 - 2/11/2020==
+
Federal & State W-2 Export
 +
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
  
−
===Dispatch Module===
+
Federal W-2C (Corrections) Export
 +
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
  
−
Dispatch Order Maintenance
+
Tax Library
−
:'''Add "Carry Order Balance" checkbox to Copy Order dialog. '''
+
:'''Updated to version 2024-R12b (KY, ME, MI states.)'''
−
 
 
−
Dispatch Schedule
 
−
:Performance improvement when switching the schedule between today and up to 10 days in the future.
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
A/R Print Invoices
 
−
:Use Check Date instead of Ticket Date when processing ticket payments.
 
−
 
 
−
A/R Product List
 
−
:Fix page overflow issue when "Show Assemblies" checkbox is checked.
 
−
 
 
−
A/R Product Maintenance
 
−
:When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated.
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Print Direct Deposit Stubs<BR>
 
−
Print Paychecks<BR>
 
−
Re-Print Direct Deposit Stubs<BR>
 
−
Re-Print Paychecks
 
−
:'''Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.'''
 
−
 
 
−
Re-Print Direct Deposit Stubs<BR>
 
−
Re-Print Paychecks
 
−
:Load the proper form at startup based on the last selected form.
 
−
 
 
−
SUTA E-File Export
 
−
:'''Save the Employer Email field from run to run.'''
 
  
 
===General===
 
===General===
Line 215: Line 163:
 
DataScope<BR>
 
DataScope<BR>
 
Query Export
 
Query Export
−
:'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
+
:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''
 +
 
 +
PDF Viewer
 +
:'''Save/restore form state, size and position from run to run.'''
 +
:'''Show currently loaded PDF filename in form caption.'''
  
−
Online (F1) Help
+
System Menu
−
:Fixed for internal help system changes.
+
:'''When building query menu, add Quotes option to the retricted to module logic.'''
 +
:Take user security roles into account when filtering the query list by module.
  
−
Web Update
+
System Option Maintenance
−
:Eliminate issue with SonicWall firewalls blocking Keystone web update.
+
:'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.'''
  
 
===Services===
 
===Services===
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Fix issue when restoring a company database where all pooled connections to all databases would be closed.
+
:'''Online Dashboard API: New API added to support Python dashboard.'''
−
:'''GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.'''
+
:Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
−
:'''GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.'''
+
:Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.
−
:'''Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.'''
 
−
 
 
−
==Build 3.6.5 - 1/21/2020==
 
−
 
 
−
===Dispatch Module===
 
−
 
 
−
Dispatch Ticket Printing
 
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Ticketing Module===
+
==Build 4.7.5 - 11/9/2024==
−
 
 
−
Ticketing Ticket Printing
 
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
 
===Payroll Module===
 
===Payroll Module===
  
−
ACA 1094/1095 Export
+
Tax Library
−
:'''Compliance testing for 2019 completed.'''
+
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
  
−
Calculate Payroll
+
==Build 4.7.4 - 11/1/2024==
−
:'''Only apply federal/state additional withholding amounts if the appropriate checkbox is checked in Timecard Maintenance for the current check being processed.'''
 
  
−
Payroll Tax Library
+
===Dispatch Module===
−
:'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
 
  
−
Payroll Timecard Maintenance
+
Mix Design Maintenance
−
:'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.'''
+
:Filter product lookup to include only Mix type products.
  
−
Prepare Payroll
+
Order Maintenance
−
:'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
:Prevent new orders from being added for inactive customers.
 +
:'''Highlight loads for a future date with a yellow background.'''
 +
:'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.'''
 +
:Update the load override time when recalculating loads if necessary.
  
−
===General===
+
Schedule
 +
:Move "View Order" button to bottom-most position on the Order popup dialog.
  
−
Automatic Products
+
Ticket Maintenance<BR>
−
:Significant performance improvement when processing Automatic Products.
+
Ticket Printing
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
−
Form Reports
+
===Ticketing Module===
−
:'''Add ability to specify shading color for boxes on forms.'''
 
  
−
Windows Client Options
+
Order Maintenance
−
:Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher.
+
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
:Prevent new orders from being added for inactive customers.
  
−
===Services===
+
Ticket Maintenance<BR>
 +
Ticket Printing
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
−
Application Server
+
===Accounts Receivable Module===
−
:'''Add support for Federal 2020 W-4 payroll tax calculation formula.'''
 
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Device Server
+
Customer Maintenance
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
+
:'''Add "Web Orders" checkbox to Contacts grid.'''
  
−
Keystone REST Server (KServer)
+
Import Tickets
−
:'''Driver API: Add "driverinfo" endpoint.'''
+
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
  
−
===Database===
+
Job Price Maintenance
 +
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
  
−
Company Database
+
Open Ticket Stack
−
:'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
+
:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
 +
:'''Require a Void Reason when a ticket is voided.'''
  
−
==Build 3.6.4 - 12/23/2019==
+
Print Invoices<BR>
 +
Re-Print Invoices
 +
:'''Add ability to print Order Contact and Phone Number on invoice.'''
  
−
===Payroll Module===
+
Ticket Maintenance
 +
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 +
:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
 +
:'''Require a Void Reason when a ticket is voided.'''
  
−
Payroll Tax Library
+
===Quote Module===
−
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
  
−
===Services===
+
Print Quotes
 +
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
  
−
Application Server
+
===Accounts Payable Module===
−
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
  
−
Keystone REST Server (KServer)
+
A/P Inquiry
−
:Reduce lock contention for InterBase database connections.
+
:'''Add "Last Ck#" grid column.'''
−
:Reduce lock contention for SQLite database connections.
 
  
−
==Build 3.6.3 - 12/20/2019==
+
Select Invoice for Payment
 +
:If user does not have security role permission for C/M, do not show the C/M account balance.
  
−
===Dispatch Module===
+
===General Ledger Module===
  
−
Dispatch End of Day<BR>
+
G/L Batch List
−
Dispatch Re-Transfer Tickets
+
:'''Add user checkbox for "Show Trx Description 2".'''
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Dispatch Order List
+
Import Payroll Transactions
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
+
:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''
  
−
===Ticketing Module===
+
===Payroll Module===
  
−
Ticketing End of Day<BR>
+
Tax Library
−
Ticketing Re-Transfer Tickets
+
:'''Updated to version 2024-R11a.'''
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Ticketing Order List
+
Timecard Maintenance
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
+
:Fix EAccessViolation exception when deleting a paycheck.
  
−
===Accounts Receivable Module===
+
===General===
  
−
A/R Open Ticket Stack
+
DataScope<BR>
−
:When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.
+
Query Export
 +
:Take user roles into account when filtering the query list by module.
  
−
A/R Quick Ticket Entry
+
System Option Maintenance
−
:'''Bring down Ticket Time from previous line.'''
+
:'''Add "Import Payroll Options" section to G/L options.'''
  
−
A/R Sales Tax Rate Maintenance
+
===Services===
−
:'''Show total tax authority rate based on current system date.'''
 
−
:'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
 
−
:'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
 
−
:'''Remove # column on the tax locality tax rates grid.'''
 
−
:'''Move G/L Account column after Method column on tax rates grid.'''
 
−
:'''The tax rates grid can no longer be edited.'''
 
−
:'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
 
−
:'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
 
−
:'''Show locality rates in tax authority detail grid based on current system date.'''
 
−
:'''Move U/M column to end of grid, move to bottom on new pop-up form.'''
 
  
−
A/R Ticket Maintenance
+
Application Server
−
:Assign Job Class field from the job when the Job Id is changed.
+
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
 +
:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.
  
−
A/R Void Invoice
+
Device Server
−
:Reset grid column sorting/filtering after void.
+
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
  
−
===Accounts Payable Module===
+
Keystone REST Server
 +
:A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
 +
:A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
 +
:Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.
  
−
A/P Handwritten Check Entry
+
==Build 4.7.3 - 10/17/2024==
−
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
 
−
 
 
−
A/P Invoice Vouchering
 
−
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
−
 
 
−
A/P Vendor Maintenance
 
−
:'''Add Mobile phone number column to Contacts grid.'''
 
−
 
 
−
===General Ledger Module===
 
−
 
 
−
G/L Print Account Segments
 
−
G/L Source Code List
 
−
:Fix exception "EOleException: Internal Server Error" when running the report.
 
−
 
 
−
===Job Cost Module===
 
−
 
 
−
J/C Import Transactions
 
−
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Calculate Payroll
+
Tax Library
−
:'''Support date value for company and employee factors.'''
+
:'''Updated to version 2024-R11 (IN counties.)'''
−
:'''Support date comparison in formulas.'''
 
  
−
Payroll Federal & State W-2 Export (Web Portal)
+
===General===
−
:'''Completed 2019 W-2 compliance testing.'''
 
  
−
Payroll Re-Print Direct Deposit Stubs
+
System Map
−
Payroll Re-Print Paychecks
+
:Fix issue where an empty white screen appears when viewing the map.
−
:'''Add "Labor Class" to selection criteria.'''
 
  
−
Payroll Tax Library
+
System Menu
−
:'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
+
:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
  
−
Payroll Void Paychecks
+
==Build 4.7.2 - 10/11/2024==
−
:Optimize queries to significantly improve performance.
 
−
:Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
 
−
 
 
−
==Build 3.6.2 - 12/6/2019==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Order Maintenance<BR>
+
Order Maintenance
−
Dispatch Ticket Printing
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
Dispatch Order Maintenance
+
Schedule
−
:When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.  
+
:Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
−
:The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
+
:Fix "Quick Ticket" logic to properly set the load number in the ticket.
 +
:Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
 +
:Fix order load alert messages not working (introduced in 4.5.6.2.)
 +
:'''Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.'''
 +
:'''Add Plant Id to status pop-up.'''
 +
:'''Add optional "OrdPlt" field to schedule grid (Plant Id from order.)'''
  
−
Dispatch Schedule
+
Ticket Printing
−
:'''Add Cust Id as an optional schedule grid field.'''
+
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
−
:'''Add Plant Screen Id to form caption of plant popup demand graph.'''
+
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
−
:Fix potential call to refresh schedule data before the program has finished initializing.
 
−
:Fix potential issue where program may not be initialized properly.
 
−
:Prevent timer schedule refresh when shipping a truck.
 
−
:Prevent timer schedule refresh when a modal dialog is open.
 
−
:Trucks assigned to a customer can no longer be dragged to orders for other customers.
 
−
:The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Void Ticket
+
===Ticketing Module===
−
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
 
  
−
===Ticketing Module===
+
Order Maintenance
 +
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
Ticketing Order Maintenance<BR>
+
Order Stack
−
Ticketing Ticket Printing
+
:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Automatic Product Maintenance
+
A/R Inquiry<BR>
−
:'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
+
Cash Posting<BR>
−
:'''Add hint to Start/End Date fields.'''
+
Customer Maintenance<BR>
−
:'''Show Start/End Date using 4 digits for the year on the summary grid.'''
+
Job Price Maintenance
 +
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
−
A/R Import Tickets<BR>
+
Customer Maintenance
−
A/R Ticket Maintenance
+
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
 
  
−
A/R Open Ticket Stack
+
Import Tickets
−
:'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
+
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
−
:Fix Access Violation exception when attempting to email a document image from the document preview window.
 
  
−
A/R Plant Maintenance
+
Prepare Remote Ticketing Data
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
+
:'''Add client-side log messages.'''
−
:'''Copy Dispatch Warning when copying plant products.'''
 
  
−
A/R Print Invoices<BR>
+
Print Invoices
−
A/R Reprint Invoices
+
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
−
:Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
 
  
−
A/R Product Maintenance
+
Sales Tax Report
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
+
:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
−
:'''Copy Dispatch Warning when copying plant products.'''
+
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.
−
:'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
 
  
−
A/R Quick Ticket Entry
+
===Quote Module===
−
:'''Default Ticket Time field to current system time when entering new tickets.'''
 
  
−
===Quoting Module===
+
Prospect Maintenance<BR>
−
 
+
Quote Maintenance
−
Quote Prospect Maintenance
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
−
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Invoice Vouchering
+
Vendor Maintenance
−
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
+
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
  
 
===General Ledger Module===
 
===General Ledger Module===
  
−
G/L Transaction Entry
+
Batch List
−
:When posting a batch, use the current User Id when creating the reversing batch.
+
:'''Print transaction second description line if present.'''
  
 
===Payroll Module===
 
===Payroll Module===
  
−
Payroll ACA 1094/1095 Export
+
Tax Library
−
:'''Updated for 2019 changes.'''
+
:'''Updated to version 2024-R10.'''
−
 
 
−
Payroll SUTA E-File Export
 
−
:'''Updated for 2020 changes (PA).'''
 
−
 
 
−
Payroll Tax Library
 
−
:'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)'''
 
−
 
 
−
Payroll W-2 E-File Export
 
−
:'''Updated for 2019 changes (MA).'''
 
  
 
===General===
 
===General===
  
−
Setup Installer
+
Company Database
−
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
+
:Updated to version 25.02.
  
−
Report Preview
+
System Menu
−
:'''Add mouse wheel support to preview window.'''
+
:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
 +
:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.
  
−
General
+
Windows Client
−
:Remove Database Connected indicator in the top right of every Keystone screen.
+
:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
 +
:When processing an auto-task, initialize client-side log.
 +
:Decrease file chunk size to 1MB when reading/writing files from/to KServer.
 +
:When reading file from KServer, raise exception if the response content type is not valid.
 +
:When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
−
:Do not log the prepare remote data queries for the remote company database.
+
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
+
:Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
−
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
+
Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
−
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
+
:Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
−
:Fix query statistics to separate by company (previously all companies were aggregated together.)
+
:Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
−
:Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
+
:Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.
−
:FX API: Optimize queries in "kpibud" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.
 
  
−
==Build 3.6.1 - 11/5/2019==
+
==Build 4.7.1 - 9/13/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Order Maintenance
+
Order Maintenance
−
:For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.
+
:Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)
−
 
 
−
Dispatch Schedule
 
−
:'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
 
−
:'''Performance improvement when refreshing the schedule.'''
 
−
:'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''
 
−
 
 
−
===Ticketing Module===
 
−
 
 
−
Order Stack
 
−
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Customer Maintenance
+
Cash Posting
−
:'''Add Customer Color field to the Information tab.'''
+
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
−
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
 
  
−
A/R Driver Maintenance
+
Customer Maintenance
−
:'''Add Driver Color field.'''
+
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
  
−
A/R Import Tickets
+
Re-Print Tickets
−
:Fix "Field TRUCK_CLASS not found" exception when importing online tickets.
+
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
−
:Fix remote ticket import to work properly with re-exported ticket files.
 
  
−
A/R Truck Maintenance
+
===General===
−
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
 
−
:'''Allow column sorting and column customization on GPS grid.'''
 
  
−
===Accounts Payable Module===
+
Company Database
−
 
+
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
−
A/P Invoice Vouchering
 
−
:Fix delay when scrolling up/down on the invoice grid.
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Tax Library
 
−
:'''Updated to 2019-R11 version (MN.)'''
 
−
 
 
−
===General===
 
  
 
Reports
 
Reports
−
:Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
+
:Some reports were not respecting the default font/bold printer options.
−
:Fix handling of Active/Inactive checkboxes for several reports.
 
−
 
 
−
Setup Installer
 
−
:Force KServer service start when updating the master application server.
 
−
:Updated Visual C++ 2013 Runtime libraries.
 
  
 
===Services===
 
===Services===
−
 
−
Device Aggregator
 
−
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
 
−
 
−
Device Server
 
−
:'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
 
−
:'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:'''Improved cache version handling to avoid update conflicts.'''
+
:'''Add "FormatCurr" function.'''
−
:'''Improved communication method with Windows clients.'''
+
:Fix "StringReplace" function to handle NULL string parameters correctly.
−
:'''Improved query statistics.'''
+
:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
−
:'''Improved server statistics.'''
+
:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
−
:'''Miscellaneous performance improvements.'''
+
:'''Online Customer Portal API: Add "invoice" endpoint.'''
−
:'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
 
−
:'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
 
−
:'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
 
−
:'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
 
−
:'''FX API: Add trucksbystatus endpoint.'''
 
−
:'''Online Customer Portal API: Add customerlist endpoint.'''
 
−
:'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
 
−
:'''Windows Client Dispatch API: Optimized schedule queries.'''
 
−
:No longer processes AUTORUN queries one minute after startup.
 
−
:No longer runs database queries if the database version is not current.
 
−
:FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
 
−
:Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
 
  
−
==Build 3.6 - 8/30/2019==
+
==Build 4.7 - 8/30/2024==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Concrete Calculator
+
Edit Ticket Times
−
 
+
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
−
</blockquote>
+
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
 
−
</blockquote>
 
 
Order Maintenance
 
Order Maintenance
 +
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 +
:When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
 +
:Fix scroll wheel not working correctly on Job Id dropdown.
 +
:Do not copy the W/C Release Time field when copying an order.
 +
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
 +
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
 +
:Eliminate duplicate "Item Add" event generated when copying order.
 +
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
 +
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
 +
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
 
−
 
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
−
 
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
 
−
 
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
−
 
−
'''Use current PC clock date as delivery date when creating orders.'''
 
−
 
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
 
−
 
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
 
−
</blockquote>
 
 
Print Orders
 
Print Orders
 +
:'''Add handling for "mix multiplier" auto qty products.'''
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
Re-Print Tickets<BR>
−
</blockquote>
 
−
Re-Transfer Tickets
 
−
 
 
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
 
−
</blockquote>
 
 
Ticket Printing
 
Ticket Printing
 +
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 +
:'''Add ability to print the user that originally created the ticket.'''
 +
:'''Add ability to print customer phone number on ticket.'''
 +
:'''Add ability to print the 8 load time source fields on tickets.'''
 +
:'''Add ability to print list price, list totals and savings fields on tickets.'''
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
Re-Print Tickets<BR>
 +
Re-Transfer Tickets
 +
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
Schedule
 +
:Do not reset the truck available time if only the custom status is changed.
 +
:Do not reset the truck to clocked out status after shipping and then voiding a load.
 +
:Performance improvement when scrolling or clicking the order grid.
 +
:'''Add "Plt Name" as an optional grid field.'''
 +
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
 +
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
 +
:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
 +
:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
 +
:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
 +
:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
Ticket Printing
 +
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
 +
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
 
−
 
−
Reload ticket customer prior to generating batch control data.
 
−
</blockquote>
 
 
Truck Demand Graph
 
Truck Demand Graph
 +
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
 
−
</blockquote>
 
−
Void Tickets
 
−
 
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
 
−
</blockquote>
 
 
===Ticketing Module===
 
===Ticketing Module===
  
−
End of Day
 
−
 
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
 
−
</blockquote>
 
 
Order Maintenance
 
Order Maintenance
 +
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 +
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
 
−
 
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
−
 
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
−
 
−
'''Use current PC clock date as delivery date when creating orders.'''
 
−
 
−
When copying an order, verify that the Customer Id field is not blank.
 
−
</blockquote>
 
 
Order Stack
 
Order Stack
 +
:'''Add "Qty Ord" as an optional grid field.'''
  
−
<blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
+
Re-Print Tickets<BR>
−
</blockquote>
+
Ticket Printing
−
Print Orders
+
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 +
:'''Add ability to print the user that originally created the ticket.'''
 +
:'''Add ability to print customer phone number on ticket.'''
 +
:'''Add ability to print list price, list totals and savings fields on tickets.'''
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
Re-Print Tickets<BR>
−
</blockquote>
 
 
Re-Transfer Tickets
 
Re-Transfer Tickets
 +
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
 
−
</blockquote>
 
 
Ticket Printing
 
Ticket Printing
 +
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
 
−
 
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
−
 
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
 
−
 
−
'''Use current PC clock date as ticket date when creating tickets.'''
 
−
 
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
 
−
 
−
Reload ticket customer prior to generating batch control data.
 
−
</blockquote>
 
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Cash Posting
 
−
 
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
 
−
</blockquote>
 
 
A/R Inquiry
 
A/R Inquiry
 +
:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
 +
:Fix missing QR code when previewing invoice that contains a QR code.
 +
:Fix missing PDF hyperlink when printing to PDF from invoice preview form.
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
Comparative Customer Sales Report
−
</blockquote>
+
:'''Add product class selection.'''
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
Customer Maintenance
 +
:Significant performance improvement when renaming a customer.
 +
:Show all customer events except those related to customer prices.
 +
:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.
  
−
'''Italicize inactive automatic products on the main grid.'''
+
Customer Price Maintenance
 +
:Show only those events related to customer prices.
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
+
Edit Ticket Times
−
</blockquote>
+
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
−
Credit Card Pre-Approval
+
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 +
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
 
−
</blockquote>
 
 
Import Tickets
 
Import Tickets
 +
:Handle exceptions when calculating sales tax during ticket import.
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
 
−
 
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
 
−
 
−
'''Significant performance improvement when importing online and remote tickets.'''
 
−
 
−
Show reconcile error dialog when a required field has an invalid value.
 
−
 
−
Display message and abort when errors occur when applying tickets to the database.
 
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
−
 
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
 
−
</blockquote>
 
 
Job Price Maintenance
 
Job Price Maintenance
 +
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
 +
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
  
−
<blockquote>'''Add ability to set the &quot;Tkt/Ord Products&quot; field to a specific value whenever a new job is added (contact support if you need this feature.)'''
 
−
</blockquote>
 
−
Open Ticket Stack
 
−
 
−
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
 
−
 
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
 
−
 
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
 
−
 
−
Fix Access Violation exceptions and issues with column sorting.
 
−
</blockquote>
 
−
Physical Inventory Entry
 
−
 
−
<blockquote>Prevent entering a negative count.
 
−
</blockquote>
 
−
Plant Maintenance
 
−
 
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
 
−
</blockquote>
 
 
Print Invoices
 
Print Invoices
 +
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
Print Statements
 +
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
  
−
'''Add ability to print e-ticket document images on invoices.'''
 
−
</blockquote>
 
 
Product Maintenance
 
Product Maintenance
 +
:Significant performance improvement when renaming a product.
 +
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
 +
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
 +
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
Product Sales by Customer Report<BR>
−
</blockquote>
+
Product Sales Report
−
Re-Print Invoices
+
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
Re-Print Tickets
 +
:'''Add ability to print the 8 load time source fields on tickets.'''
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
Sales Tax Rate Maintenance
−
</blockquote>
+
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
−
===Quote Module===
 
  
−
Print Quotes
+
Ticket Inquiry
 +
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
+
Ticket Maintenance
−
</blockquote>
+
:'''Use job/customer specific ticket form when printing ticket if specified.'''
−
Quote Maintenance
 
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
 
−
</blockquote>
 
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Handwritten Check Entry
+
Import Invoices
 +
:Set the payment method for imported invoices from the vendor.
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
Re-Print ACH Stubs<BR>
 +
Re-Print Checks
 +
:'''Add Division selection.'''
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
Vendor Maintenance
 +
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
  
−
When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
+
===Cash Management Module===
−
</blockquote>
 
−
A/P Inquiry
 
  
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
Statement Reconciliation
 +
:Properly separate Check No and Check Amount columns based on check key.
 +
:Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
 +
:Record the last change date/time and user when generating combined deposits.
  
−
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
 
−
</blockquote>
 
−
Select Invoices for Payment
 
−
 
−
<blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
 
−
</blockquote>
 
−
Vendor Invoice History
 
−
 
−
<blockquote>Show Void Date for voided invoices.
 
−
</blockquote>
 
−
===General Ledger Module===
 
−
 
−
Trial Balance
 
−
 
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
 
−
 
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
 
−
</blockquote>
 
 
===Payroll Module===
 
===Payroll Module===
  
−
Calculate Payroll
 
−
 
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
 
−
</blockquote>
 
−
Company Maintenance
 
−
 
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
−
Employee Maintenance
 
−
 
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
 
Tax Library
 
Tax Library
 +
:'''Updated to version 2024-R9.'''
  
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
−
</blockquote>
 
−
===General===
 
−
 
−
DataScope
 
−
 
−
<blockquote>'''Add support for security roles on custom queries.'''
 
−
 
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Device Maintenance
 
−
 
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
</blockquote>
 
−
Document Preview
 
−
 
−
<blockquote>'''Add support for PDF documents.'''
 
−
</blockquote>
 
−
File Maintenance
 
−
 
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
 
−
</blockquote>
 
−
Form Reports
 
−
 
−
<blockquote>'''Add support for rendering PDF documents as images.'''
 
−
</blockquote>
 
−
General
 
−
 
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
 
−
 
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
 
−
 
−
Verify that connection to application server is still valid prior to requesting or posting data.
 
−
</blockquote>
 
−
Query Export
 
−
 
−
<blockquote>'''Add option to export to XLSX file.'''
 
−
 
−
'''Add support for security roles on custom queries.'''
 
−
 
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Reports
 
−
 
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
 
−
</blockquote>
 
−
System Menu
 
−
 
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
 
−
 
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
 
−
 
−
'''Add support for security roles on custom queries.'''
 
−
 
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
 
−
 
−
Do not include custom queries for non-existent or non-allowed menu keys.
 
−
 
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
 
−
</blockquote>
 
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
 +
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
 
−
 
−
'''Support multiple application servers at a single site.'''
 
−
 
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
 
−
'''Add log message when system license info changed.'''
 
−
 
−
Only send active load statuses when sending dispatch events.
 
−
</blockquote>
 
 
Device Aggregator
 
Device Aggregator
 +
:Do not record batch results if there are no batch results present from the batch device.
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
</blockquote>
 
 
Device Server
 
Device Server
 +
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
 
−
'''Add &quot;Keystone Online&quot; batch control link.'''
 
−
 
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
 
−
 
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
 
−
 
−
When voiding a ULINK ticket, Include failure message response in error log.
 
−
</blockquote>
 
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
 +
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
 +
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
 +
:'''External AICrete API: New API for interfacing with AICrete.'''
 +
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
 +
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
 +
:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
 +
:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
 +
:Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
 +
:Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
 +
:Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
 +
:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
===General===
  
−
'''Database Backup and Restore moved to KServer.'''
+
Setup
 +
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
  
−
'''Keystone Update moved to KServer.'''
+
System Option Maintenance
 +
:'''Add search window to help locate system options.'''
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
----
−
 
 
−
'''Some file lists and reports have been moved to KServer.'''
 
−
 
 
−
'''Document Imaging document list/document retrieval moved to KServer.'''
 
−
 
 
−
'''Improved logging capabilities.'''
 
−
 
 
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
 
−
 
 
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
 
−
 
 
−
'''Add support for &quot;list&quot; parameters.'''
 
−
 
 
−
'''Add support for &quot;MS Access&quot; databases.'''
 
−
 
 
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
 
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
+
[[Release Notes for Keystone 4.6.x]]
  
−
'''Support singleton auto-run item (once per server.)'''
+
[[Release Notes for Keystone 4.5.x]]
  
−
'''Version API: Add statistics endpoints.'''
+
[[Release Notes for Keystone 4.4.x]]
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
[[Release Notes for Keystone 4.3.x]]
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
[[Release Notes for Keystone 4.2.x]]
  
−
'''Improved query caching method.'''
+
[[Release Notes for Keystone 4.1.x]]
  
−
'''Add Keystone Online Customer Portal API.'''
+
[[Release Notes for Keystone 4.0.x]]
  
−
'''It is no longer necessary to create separate configuration options for each company database.'''
+
[[Release Notes for Keystone 3.6.x]]
−
 
 
−
Several fixes in cache handling, logging and multi-threading logic.
 
−
 
 
−
Handle escaped characters correctly in query parameter values.
 
−
 
 
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
 
−
 
 
−
Delay AUTORUN processing for one minute after startup.
 
−
 
 
−
Use single background task to communicate with device aggregator that reads a queue of commands.
 
−
 
 
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
 
−
 
 
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
 
−
 
 
−
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
 
−
 
 
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
 
−
 
 
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
 
−
 
 
−
Stonemont API: Fix &quot;xbatchresultlist&quot;, &quot;xbatchresults&quot; and &quot;xbatchresultscondensed&quot; queries to no longer move the begindate parameter to the start of the day.
 
−
 
 
−
When running autorun query, first check that database version is current, abort if not.
 
−
 
 
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
 
−
 
 
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
 
−
</blockquote>
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 3.5.x]]
 
[[Release Notes for Keystone 3.5.x]]

Latest revision as of 00:55, 7 February 2025

Contents


NOTE: Items in bold type are NEW features.

Build 4.7.15 - 2/6/2025

General Ledger Module

Import Payroll Transactions

Updated to support multiple pay groups.
The Payroll Run dropdown list now includes the pay group name.
Performance improvement when retrieving G/L data from iSolved.

Build 4.7.14 - 2/5/2025

General Ledger Module

Import Payroll Transactions

Remove non-completed (void) payroll runs from list of payroll runs.

Build 4.7.13 - 1/23/2025

General Ledger Module

Import Payroll Transactions

Updated to support multiple legal entities under one client.

Build 4.7.12 - 1/21/2025

Accounts Payable Module

Import Invoices

Add ability to import invoice Due Date.

General Ledger Module

Import Payroll Transactions

Updated to support multiple clients.

Build 4.7.11 - 1/11/2025

Payroll Module

Tax Library

Updated to version 2025-R2 (IL, ND, OR states.)

Build 4.7.10 - 1/3/2025

Payroll Module

Tax Library

Updated to version 2025-R1c (LA state.)

Build 4.7.9 - 12/28/2024

Payroll Module

Tax Library

Updated to version 2025-R1b (MT, NC, VT states.)

Build 4.7.8 - 12/23/2024

Payroll Module

Tax Library

Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)

Build 4.7.7 - 12/13/2024

Payroll Module

Tax Library

Updated to version 2025-R1 (Federal-preliminary.)

Build 4.7.6 - 12/3/2024

Dispatch Module

Order Maintenance

When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.
Add "Show when order accessed" checkbox to Dispatch Warning tab.
Carry "Show when order accessed" field from job when copying an order and changing the job on an order.

Ticketing Module

Order Maintenance

When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.

Accounts Receivable Module

Credit Card Pre-Approval

Add "Comment" grid column.

Customer Maintenance
Job Price Maintenance

Add "Auto Hold Tck" checkbox.

Customer Maintenance

Add "Alt Address" tab to allow entry of an alternate address (informational only.)

Import Tickets

Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.

Job Price Maintenance

Move "Plant Mix Type" to Dispatch tab.
Add "Show when order accessed" checkbox to Dispatch Warning tab.
Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
Show "File #" on screen (if quote has a File # and is booked as a job.)
Add new "Job Search" dialog when F4 pressed in Job Id field.
Add blue background (indicating F4 search) to the Job Id field.

Inventory Module

On Order Maintenance

Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)

Quote Module

Quote Maintenance

Generate unique File # when adding a new quote.
Show "File #" on screen (if quote has a File #.)
Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.
Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
When booking a job, copy the "File #" field from the quote to the new job.

Accounts Payable Module

Federal & State 1099 Export

No changes for 2024 (ready for 2024 e-filing.)

Purchase Order Module

P.O. Receipt Maintenance

Fix EAccessViolation exception when deleting a receipt.

General Ledger Module

Import Payroll Transactions

Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
Fix summarization logic for C/M impound, invoice and other transactions to process each record.
When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
Add system options for Earn and Other G/L Item Categories.
Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)
Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)

Payroll Module

ACA 1094/1095 Export

No changes for 2024 (ready for 2024 e-filing.)

Federal & State W-2 Export

Add support for Box 12 code "II" (ready for 2024 e-filing.)

Federal W-2C (Corrections) Export

Add support for Box 12 code "II" (ready for 2024 e-filing.)

Tax Library

Updated to version 2024-R12b (KY, ME, MI states.)

General

DataScope
Query Export

Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.

PDF Viewer

Save/restore form state, size and position from run to run.
Show currently loaded PDF filename in form caption.

System Menu

When building query menu, add Quotes option to the retricted to module logic.
Take user security roles into account when filtering the query list by module.

System Option Maintenance

Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.

Services

Keystone REST Server (KServer)

Online Dashboard API: New API added to support Python dashboard.
Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.

Build 4.7.5 - 11/9/2024

Payroll Module

Tax Library

Updated to version 2024-R12 (Social Security wage base for 2025.)

Build 4.7.4 - 11/1/2024

Dispatch Module

Mix Design Maintenance

Filter product lookup to include only Mix type products.

Order Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Prevent new orders from being added for inactive customers.
Highlight loads for a future date with a yellow background.
When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.
Update the load override time when recalculating loads if necessary.

Schedule

Move "View Order" button to bottom-most position on the Order popup dialog.

Ticket Maintenance
Ticket Printing

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Ticketing Module

Order Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Prevent new orders from being added for inactive customers.

Ticket Maintenance
Ticket Printing

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Accounts Receivable Module

Customer Maintenance

Add "Web Orders" checkbox to Contacts grid.

Import Tickets

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.

Job Price Maintenance

Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.

Open Ticket Stack

When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.
Require a Void Reason when a ticket is voided.

Print Invoices
Re-Print Invoices

Add ability to print Order Contact and Phone Number on invoice.

Ticket Maintenance

Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.
Require a Void Reason when a ticket is voided.

Quote Module

Print Quotes

Add ability to print the product's Description 1 and 2 fields on the quote form.

Accounts Payable Module

A/P Inquiry

Add "Last Ck#" grid column.

Select Invoice for Payment

If user does not have security role permission for C/M, do not show the C/M account balance.

General Ledger Module

G/L Batch List

Add user checkbox for "Show Trx Description 2".

Import Payroll Transactions

New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)

Payroll Module

Tax Library

Updated to version 2024-R11a.

Timecard Maintenance

Fix EAccessViolation exception when deleting a paycheck.

General

DataScope
Query Export

Take user roles into account when filtering the query list by module.

System Option Maintenance

Add "Import Payroll Options" section to G/L options.

Services

Application Server

Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.

Device Server

Digital Fleet ticket XML export: add "usage_desc" field.

Keystone REST Server

A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.

Build 4.7.3 - 10/17/2024

Payroll Module

Tax Library

Updated to version 2024-R11 (IN counties.)

General

System Map

Fix issue where an empty white screen appears when viewing the map.

System Menu

Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.

Build 4.7.2 - 10/11/2024

Dispatch Module

Order Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Schedule

Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
Fix "Quick Ticket" logic to properly set the load number in the ticket.
Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
Fix order load alert messages not working (introduced in 4.5.6.2.)
Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.
Add Plant Id to status pop-up.
Add optional "OrdPlt" field to schedule grid (Plant Id from order.)

Ticket Printing

Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.

Ticketing Module

Order Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Order Stack

Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.

Accounts Receivable Module

A/R Inquiry
Cash Posting
Customer Maintenance
Job Price Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Customer Maintenance

Do not require Tax Exempt Id for non-taxable customers that are Inactive.

Import Tickets

When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.

Prepare Remote Ticketing Data

Add client-side log messages.

Print Invoices

Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)

Sales Tax Report

Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.

Quote Module

Prospect Maintenance
Quote Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

Accounts Payable Module

Vendor Maintenance

Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.

General Ledger Module

Batch List

Print transaction second description line if present.

Payroll Module

Tax Library

Updated to version 2024-R10.

General

Company Database

Updated to version 25.02.

System Menu

When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.

Windows Client

Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
When processing an auto-task, initialize client-side log.
Decrease file chunk size to 1MB when reading/writing files from/to KServer.
When reading file from KServer, raise exception if the response content type is not valid.
When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.

Services

Application Server

When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.

Keystone REST Server (KServer)

Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.

Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.

Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.

Build 4.7.1 - 9/13/2024

Dispatch Module

Order Maintenance

Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)

Accounts Receivable Module

Cash Posting

Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.

Customer Maintenance

Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)

Re-Print Tickets

Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)

General

Company Database

Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.

Reports

Some reports were not respecting the default font/bold printer options.

Services

Keystone REST Server (KServer)

Add "FormatCurr" function.
Fix "StringReplace" function to handle NULL string parameters correctly.
Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.
FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.
Online Customer Portal API: Add "invoice" endpoint.

Build 4.7 - 8/30/2024

Dispatch Module

Edit Ticket Times

Set associated status reason to "user edit" when one of the eight ticket times is changed.
Display green background on any of the eight ticket times when the associated status reason is "user edit".
Display associated status reason description as a hint for all of the eight ticket times.

Order Maintenance

Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
Fix scroll wheel not working correctly on Job Id dropdown.
Do not copy the W/C Release Time field when copying an order.
Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.
Eliminate duplicate "Item Add" event generated when copying order.
Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
Show the W/C Release Time as a hint when you hover on the W/C checkbox.

Print Orders

Add handling for "mix multiplier" auto qty products.

Re-Print Tickets
Ticket Printing

Use ticket form specified in job, then customer, then plant and finally the default form.
Add ability to print the user that originally created the ticket.
Add ability to print customer phone number on ticket.
Add ability to print the 8 load time source fields on tickets.
Add ability to print list price, list totals and savings fields on tickets.

Re-Print Tickets
Re-Transfer Tickets

Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.

Schedule

Do not reset the truck available time if only the custom status is changed.
Do not reset the truck to clocked out status after shipping and then voiding a load.
Performance improvement when scrolling or clicking the order grid.
Add "Plt Name" as an optional grid field.
Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)

Ticket Printing

Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.
Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)

Truck Demand Graph

Change calculation of departure time for additional Plus load to be the End Pour time of the last load.

Ticketing Module

Order Maintenance

Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.

Order Stack

Add "Qty Ord" as an optional grid field.

Re-Print Tickets
Ticket Printing

Use ticket form specified in job, then customer, then plant and finally the default form.
Add ability to print the user that originally created the ticket.
Add ability to print customer phone number on ticket.
Add ability to print list price, list totals and savings fields on tickets.

Re-Print Tickets
Re-Transfer Tickets

Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.

Ticket Printing

Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)

Accounts Receivable Module

A/R Inquiry

Add Ship To 2, 3 and 4 as optional grid fields.
Fix missing QR code when previewing invoice that contains a QR code.
Fix missing PDF hyperlink when printing to PDF from invoice preview form.

Comparative Customer Sales Report

Add product class selection.

Customer Maintenance

Significant performance improvement when renaming a customer.
Show all customer events except those related to customer prices.
Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.

Customer Price Maintenance

Show only those events related to customer prices.

Edit Ticket Times

Set associated status reason to "user edit" when one of the eight ticket times is changed.
Display green background on any of the eight ticket times when the associated status reason is "user edit".
Display associated status reason description as a hint for all of the eight ticket times.

Import Tickets

Handle exceptions when calculating sales tax during ticket import.

Job Price Maintenance

Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.
Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)

Print Invoices

Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.

Print Statements

Add Order Id and the four Ship To fields as available fields on the form.

Product Maintenance

Significant performance improvement when renaming a product.
Add "Adjust" column to the grid on the Mix Modifier tab.
Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.

Product Sales by Customer Report
Product Sales Report

Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.

Re-Print Tickets

Add ability to print the 8 load time source fields on tickets.

Sales Tax Rate Maintenance

Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.

Ticket Inquiry

Show Invoice Number at bottom left of screen for sales history tickets.

Ticket Maintenance

Use job/customer specific ticket form when printing ticket if specified.

Accounts Payable Module

Import Invoices

Set the payment method for imported invoices from the vendor.

Re-Print ACH Stubs
Re-Print Checks

Add Division selection.

Vendor Maintenance

Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.

Cash Management Module

Statement Reconciliation

Properly separate Check No and Check Amount columns based on check key.
Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
Record the last change date/time and user when generating combined deposits.

Payroll Module

Tax Library

Updated to version 2024-R9.

Services

Application Server

Record the status reason code when setting one of the eight ticket times when the load status is changed.

Device Aggregator

Do not record batch results if there are no batch results present from the batch device.

Device Server

When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.

Keystone REST Server (KServer)

Add HaulHub/DOT support for these states: ID, KY, TN, WI.
Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.
External AICrete API: New API for interfacing with AICrete.
Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.

General

Setup

Now supports installing on Windows 11 for ARM (experimental.)

System Option Maintenance

Add search window to help locate system options.

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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