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>
  
<p></p>
+
==Build 5.0.2 - 5/30/2025==
<p><b>IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.</b></p>
 
  
==Build 4.1.4 - 4/1/2022==
+
===Services===
  
===Dispatch Module===
+
Application Server
 +
:Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)
 +
 
 +
Keystone Relay Server
 +
:Retry every 15 minutes if the connection to the relay service fails.
  
Edit Ticket Times
+
==Build 5.0.1 - 5/23/2025==
:'''Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.'''
 
:'''Add Truck/Driver fields to grid (read only).'''
 
:'''Add ability to show/hide grid columns.'''
 
  
Order List
+
===Dispatch Module===
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
 
Order Maintenance
 
Order Maintenance
:'''Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)'''
+
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
:'''Add Override Time column to Loads tab.'''
 
:When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.
 
:'''Add system option to allow editing of closed orders (contact support if you need this.)'''
 
:'''Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)'''
 
:Do not generate Product Deleted order event(s) when deleting an order.
 
:Fix exception "Cannot delete orders with events" when deleting a copied order.
 
 
 
Reprint Tickets
 
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
 
 
Schedule
 
:'''Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.'''
 
:'''Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)'''
 
:'''After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.'''
 
:'''Add "View Order" option to Order right-click menu.'''
 
:'''Lock order while load shipping is in progress. (This is an optional feature, please contact support.)'''
 
 
 
Ticket Printing
 
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 
 
 
Void Tickets
 
:When voiding a ticket, move down certain load fields to the next load.
 
 
 
===Ticketing Module===
 
 
 
Order List
 
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
 
 
Ticket Printing
 
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
A/R Inquiry<BR>
+
Product Maintenance
Cash Posting
+
:Fix issues looking up product codes containing plus signs (+).
:Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.
 
  
Cash Posting Register<BR>
+
===General Ledger Module===
MTD Cash Posting Register
 
:'''Add "Include Payment Portal Info" checkbox.'''
 
 
 
Job Names List
 
:Fix report layout to more closely match the old version (single line per job.)
 
 
 
Job Price Maintenance
 
:Set conditions based on plant type correctly when Plant No. changed.
 
 
 
Open Ticket Stack
 
:Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.
 
:'''Add "Ship To 1" and "Delv Inst 1" as optional grid fields.'''
 
 
 
Pre-Billing Audit List
 
:Add "Tax Authority" to Report Sequence options where appropriate.
 
 
 
Product Sales History Report
 
:Widen Qty Sold and Ext Price totals.
 
 
 
Reprint Tickets
 
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
 
 
===Quote Module===
 
 
 
Print Quotes
 
:Fix U/M total line (correction to 4.1.0.2 fix.)
 
 
 
===Accounts Payable Module===
 
 
 
Handwritten Check Entry
 
:Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.
 
:Fix Use Tax G/L transaction to use Invoice Date as the transaction date.
 
 
 
===Purchase Order Module===
 
 
 
Print Purchase Orders
 
:Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.
 
 
 
===Payroll Module===
 
 
 
Calculate Payroll
 
:When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.
 
 
 
Employee Summary Report
 
:'''Add Active/Inactive employee selection.'''
 
 
 
Setup Formulas
 
:'''Add "Tax Code" and "Tax Parameter" columns to Factors grid.'''
 
 
 
Tax Library
 
:'''Updated to 2022-R4 version.'''
 
 
 
===Cash Management Module===
 
  
Statement Reconciliation
+
Import Payroll Transactions
:Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
:'''Add "PP Ref No" column to the Deposit History dialog.'''
 
  
 
===General===
 
===General===
  
Batch Maintenance
+
Company Database
:Eliminate EDBClient exception when deleting a batch with more than one item.
+
:Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
 
+
:Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.
Company Restore
 
:When restoring from a cloud backup, do not include DOC and SYS database backups.
 
:When restoring from a cloud backup, only include backups for the current company.
 
 
 
File Maintenance
 
:Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.
 
 
 
Reports
 
:Force uppercase on string selection fields.
 
 
 
System Form Maintenance
 
:'''When previewing form, show all copies if the form contains a COPIES parameter greater than 1.'''
 
 
 
System Menu
 
:'''Add "Release Locked Orders" option to System Maintenance->Utilities menu.'''
 
:'''Add ability to print Keystone News (web browser) contents.'''
 
:'''Add "Order Complete Notification" option to Dispatch Utilities menu.'''
 
 
 
Windows Client
 
:When setting up REST client, use only TLS protocol for secure (https) connections.
 
:When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.
 
  
 
===Services===
 
===Services===
 
Application Server
 
:Partially reverted 4.0.0.1 change for At Plant status:  When an active load status (begin load thru arrive plant) is received from a device for a truck that is not currently on an active load, change the status to Travel.
 
:'''Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.'''
 
  
 
Device Server
 
Device Server
:'''When sending mix design to ULINK, send field #42 (metric weights.)'''
+
:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
 +
:'''Add "GA" as a supported state for HaulHub.'''
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
:'''Add support for "setparamdefer" on query fields.'''
+
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
:'''Add handling for CRUD update field values (old and new.)'''
+
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
:Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.
+
:Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
:Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.
+
:'''Datatables API: Add "GA" to the "dotstates" data table.'''
:Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.
 
:Keystone Online Customer Portal API: Improvements to order request endpoints.
 
:Windows Client Dispatch Methods API: Add VoidLoadBringdown method.
 
:Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.
 
  
==Build 4.1.3 - 2/2/2022==
+
Relay Server
 +
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
  
===Accounts Payable Module===
+
==Build 5.0 - 5/1/2025==
  
Federal & State 1099 Export
+
===New Features===
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
 
  
===Payroll Module===
+
Keystone Relay
 +
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
  
Adjust Definition Balances
+
Keystone REST Server (KServer)
:'''Allow import for any definition.'''
+
:Improved cache handling which eliminates extra database queries and is more performant.
:'''Allow import of transaction adjustment amount and factor values.'''
+
:Require authorization header for most API calls.
  
Tax Library
+
Security Improvements
:'''Updated to 2022-R2a version (MS state.)'''
+
:Changed default passwords for all Interbase users.
 +
:Removed several Interbase users that are no longer needed.
 +
:Implemented a new algorithm for the Keystone security code.
 +
:Store login passwords as salted hashes instead of encrypted passwords within the database.
  
===General===
+
===Dispatch Module===
  
System Menu
+
End of Day<BR>
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
+
Load Schedule Report<BR>
 +
Order List
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
===Services===
+
Order Maintenance
 +
:When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
 +
:When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
 +
:When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
  
Application Server
+
Reprint Tickets
:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
+
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
  
Device Aggregator
+
Schedule
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
+
:Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
+
:Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
+
:When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
:When sending batch results to notification devices, do not send additional waters as ingredients.
+
:Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
 +
:Do not allow a truck to be swapped to itself.
  
Device Server
+
System Map
:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
+
:Fix END point of directions to show actual address of the end point of the route.
:'''New layout for batch results when sending batch weights notification email.'''
+
:When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
+
:Fix several issues with Route map display failing to appear.
:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
 
:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
 
:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
 
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
 
:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
 
:Eliminate memory leak on shutdown.
 
:Eliminate memory leak for status devices.
 
:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)
 
  
Keystone REST Server (KServer)
+
===Ticketing Module===
:Fix Div() function to properly handle divide by zero.
 
  
==Build 4.1.2 - 1/14/2022==
+
End of Day<BR>
 +
Order List
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
===Dispatch Module===
+
On-Hand Inquiry
 +
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
  
Order Maintenance
+
Reprint Tickets
:'''Add "Customer P.O." field to Order Id dropdown.'''
+
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
 
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
 
 
 
System Map
 
:Fix issue where map would not start for some customers.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
Email Invoices
+
Credit Card Pre-Approvals
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
+
:'''Log field change event for "Comment" field.'''
  
Plant Maintenance
+
Customer Maintenance
:'''On the Devices tab, indicate which devices are marked Inactive.'''
+
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
  
Setup Pending Prices
+
Customer Sales Report
:Greatly improved performance when calculating price changes.
+
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
 
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
 
  
Void Invoice
+
Import Tickets<BR>
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
+
Invoice Register<BR>
:'''Reset the Ticket Option to Open after each Void process.'''
+
Invoiced Tickets List<BR>
 +
MTD Invoice Register<BR>
 +
Pre-Billing Audit List<BR>
 +
Ticket Activity Report<BR>
 +
Zero Price Tickets Report
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
===Accounts Payable Module===
+
Job Price Maintenance
 +
:Fixed exception when deleting a job.
 +
:When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
  
Print 1099 Forms
+
Print Invoices<BR>
:Fixed 1099-NEC form starting line for second and third forms.
+
Reprint Invoices
:Removed 2020 warning message.
+
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
  
===General Ledger Module===
+
Print Statements
 +
:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
 +
:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)
  
Import Transactions
+
Product Maintenance
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
+
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
 +
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
  
===Payroll Module===
+
Reprint Invoices
 +
:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.
 +
 
 +
Ticket Inquiry
 +
:Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
 +
:Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)
  
Print W-2 Forms<BR>
+
===Inventory Module===
Print W-3 Form
 
:Removed 2020 warning message.
 
  
Tax Library
+
Inventory Transfers
:'''Updated to 2022-R2 version (AR, LA states.)'''
+
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
  
 
===Quote Module===
 
===Quote Module===
 +
 +
Quote List
 +
:'''Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".'''
 +
:'''Add selection by File #.'''
 +
:'''Add File # column to summary/detail reports.'''
  
 
Quote Maintenance
 
Quote Maintenance
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
+
:When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
 +
:When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
 +
:When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
 +
:The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.
  
===General===
+
===Accounts Payable Module===
  
Automatic Backup
+
Import Invoices
:By default the automatic backup will now prompt the user before doing the backup.
+
:'''Add ability to import due date.'''
  
Setup
+
===Cash Management Module===
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
 
  
==Build 4.1.1 - 1/7/2022==
+
Import C/M Transactions
 +
:The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)
  
===Dispatch Module===
+
===General Ledger Module===
  
Print Orders
+
Import Payroll Transactions
:'''Add ability to print Usage Description field on form.'''
+
:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
 
+
:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''
Ticket Printing
 
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
 
:'''Add ability to print the Plant Phone Number on tickets.'''
 
 
 
===Ticketing Module===
 
 
 
Ticket Printing
 
:'''Add ability to print the Plant Phone Number on tickets.'''
 
 
 
===Quote Module===
 
 
 
Print Quotes
 
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
 
  
 
===Payroll Module===
 
===Payroll Module===
  
Payroll Tax Library
+
Tax Library
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
+
:'''Updated to version 2025-R2.'''
 
 
Prepare Payroll
 
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 
  
 
===General===
 
===General===
  
Document Viewer
+
DataScope<BR>
:Add handling for multi-page PDF documents.
+
Query Export
 +
:Fix exception "EDBClient" when deleting a query.
  
Keystone Map
+
Sales Tax
:Fix map startup issue (endless loop during map initialization.)
+
:Modified sales tax calculation to properly handle a negative taxable amount.
:Eliminate double plot of calculated route.
+
 
 +
Setup
 +
:Delete obsolete files when updating an existing Keystone installation.
  
 
System Menu
 
System Menu
:'''When user is deleted, ask to delete associated system options.'''
+
:Reduce delay when closing the menu.
 +
:Set a default password for the "ADMIN" user when installing a new system.
 +
 
 +
Windows Client
 +
:Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
 +
:Ensure that the Application Server "ping" is executed once per client application.
  
 
===Services===
 
===Services===
 +
 
 +
Application Server
 +
:Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
 +
:Notify KServer when a company is added/deleted/changed.
 +
:Ensure that the Plant Id is always specified when changing a load status to Begin Load.
 +
:When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
 +
:When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.
  
Application Server
+
Device Aggregator
:Do not send dispatch events to notification devices for a voided load.
+
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
  
 
Device Server
 
Device Server
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
+
:'''Add order location notify device for Keystone Online.'''
 +
:Change default product code length to 20 characters for ALL ULINK batch controls.
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
+
:'''Add "KCompanyReset" action.'''
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
+
:'''Add "validate" parameter to "KDBRestore" action.'''
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
+
:Fix "ClearCaches" action.
 +
:Fix "NextEndPoint" action to support cross-authorization endpoints.
 +
:Limit maximum number of request threads to 16 (reduces resource usage.)
 +
:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
 +
:Rollback all database changes for the request if an "exception" action was executed.
 +
:Improve reliability of startup/shutdown.
 +
:'''Driver API: Add "notifyorderlocation" endpoint.'''
 +
:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
 +
:'''External AICrete API v2: New API for AICrete which requires authorization header.'''
 +
:'''External AICrete Datatables: Common datatables unit for AICrete APIs.'''
 +
:'''External Salesforce API v2: New API for Salesforce which requires authorization header.'''
 +
:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
 +
:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
 +
:Keystone Online APIs: Now require authorization header.
 +
:Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
 +
:Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
 +
:'''Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.'''
 +
:'''Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."'''
 +
:Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
 +
:Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
 +
:Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
 +
:'''Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.'''
 +
:'''Windows Client System Database API: Add "companyreset" endpoint.'''
 +
:'''Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.'''
 +
:Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.
  
==Build 4.1 - 12/28/2021==
+
----
 
 
===Important Note===
 
  
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
+
[[Release Notes for Keystone 4.7.x]]
 
 
===Accounts Receivable Module===
 
 
 
Customer Maintenance
 
:'''Add "Invoice Tkt Images" checkbox.'''
 
  
Email Invoices<BR>
+
[[Release Notes for Keystone 4.6.x]]
Print Invoices<BR>
 
Reprint Invoices
 
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
  
Job Price Maintenance
+
[[Release Notes for Keystone 4.5.x]]
:'''Add "Job Mix Year" to DOT tab.'''
 
  
Plant Maintenance
+
[[Release Notes for Keystone 4.4.x]]
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
 
  
===Quote Module===
+
[[Release Notes for Keystone 4.3.x]]
  
Quote Maintenance
+
[[Release Notes for Keystone 4.2.x]]
:'''Add "Job Mix Year" to DOT tab.'''
 
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
===Accounts Payable Module===
+
[[Release Notes for Keystone 4.1.x]]
 
 
1099 State Maintenance
 
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
 
 
 
Federal & State 1099 Export
 
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
:'''Support multiple different 1099 forms per vendor.'''
 
 
 
Handwritten Check Entry<BR>
 
Invoice Vouchering
 
:'''Add "1099 St" column to expense distribution grid.'''
 
:'''Carry the 1099 State when posting the batch.'''
 
 
 
Print 1099 Forms
 
:'''Updated for 2021.'''
 
 
 
Vendor List
 
:'''Add "1099 State" field to detail report.'''
 
 
 
Vendor Maintenance
 
:'''Add "1099 Amounts" tab.'''
 
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
 
 
 
Void Invoice
 
:'''Carry the 1099 State through when voiding the invoice.'''
 
 
 
Web Portal Export/Filing
 
:'''New submenu added to the A/P menu.''''
 
 
 
===Payroll Module===
 
 
 
ACA 1094/1095 Export
 
:'''Updated for 2021.'''
 
 
 
Calculate Payroll
 
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
 
 
Company Maintenance
 
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
 
 
Employee Maintenance
 
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
 
:'''ACA Plan Start Month is now required (as of 2020.)'''
 
 
 
Federal & State W-2 Export
 
:'''Updated for 2021.'''
 
 
 
Payroll Tax Library
 
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
 
 
Print 1095-C Forms
 
:This option has been removed from the Payroll Year End menu.
 
 
 
Timecard Maintenance
 
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
 
 
===Services===
 
 
 
Device Aggregator
 
:'''Add Test Mode parameter for truck status processing.'''
 
 
 
Device Server
 
:'''Add Test Mode parameter for truck status processing.'''
 
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
 
 
----
 
  
 
[[Release Notes for Keystone 4.0.x]]
 
[[Release Notes for Keystone 4.0.x]]

Latest revision as of 02:32, 31 May 2025


NOTE: Items in bold type are NEW features.

Build 5.0.2 - 5/30/2025

Services

Application Server

Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)

Keystone Relay Server

Retry every 15 minutes if the connection to the relay service fails.

Build 5.0.1 - 5/23/2025

Dispatch Module

Order Maintenance

When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.

Accounts Receivable Module

Product Maintenance

Fix issues looking up product codes containing plus signs (+).

General Ledger Module

Import Payroll Transactions

When importing G/L transactions include only the transactions for the payroll run number being imported.

General

Company Database

Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.

Services

Device Server

For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
Add "GA" as a supported state for HaulHub.

Keystone REST Server (KServer)

Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
Datatables API: Add "GA" to the "dotstates" data table.

Relay Server

Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.

Build 5.0 - 5/1/2025

New Features

Keystone Relay

New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.

Keystone REST Server (KServer)

Improved cache handling which eliminates extra database queries and is more performant.
Require authorization header for most API calls.

Security Improvements

Changed default passwords for all Interbase users.
Removed several Interbase users that are no longer needed.
Implemented a new algorithm for the Keystone security code.
Store login passwords as salted hashes instead of encrypted passwords within the database.

Dispatch Module

End of Day
Load Schedule Report
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Order Maintenance

When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Reprint Tickets

Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.

Schedule

Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
Do not allow a truck to be swapped to itself.

System Map

Fix END point of directions to show actual address of the end point of the route.
When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
Fix several issues with Route map display failing to appear.

Ticketing Module

End of Day
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

On-Hand Inquiry

Orders, In-Stock and Available fields now reflect today's orders and future orders.

Reprint Tickets

Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.

Accounts Receivable Module

Credit Card Pre-Approvals

Log field change event for "Comment" field.

Customer Maintenance

Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.

Customer Sales Report

Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."

Import Tickets
Invoice Register
Invoiced Tickets List
MTD Invoice Register
Pre-Billing Audit List
Ticket Activity Report
Zero Price Tickets Report

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Job Price Maintenance

Fixed exception when deleting a job.
When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Print Invoices
Reprint Invoices

Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.

Print Statements

Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)

Product Maintenance

Fix to update the "Profit" value on the Mix Design tab when moving between products.
Required and Orders fields on the Inventory tab now reflect today's orders and future orders.

Reprint Invoices

When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.

Ticket Inquiry

Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)

Inventory Module

Inventory Transfers

Fix to no longer adjust the "Qty On Order" of either product when posting the batch.

Quote Module

Quote List

Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".
Add selection by File #.
Add File # column to summary/detail reports.

Quote Maintenance

When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.

Accounts Payable Module

Import Invoices

Add ability to import due date.

Cash Management Module

Import C/M Transactions

The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)

General Ledger Module

Import Payroll Transactions

Add the "payrollRunType" field to the payroll run drop-down list.
Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.

Payroll Module

Tax Library

Updated to version 2025-R2.

General

DataScope
Query Export

Fix exception "EDBClient" when deleting a query.

Sales Tax

Modified sales tax calculation to properly handle a negative taxable amount.

Setup

Delete obsolete files when updating an existing Keystone installation.

System Menu

Reduce delay when closing the menu.
Set a default password for the "ADMIN" user when installing a new system.

Windows Client

Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
Ensure that the Application Server "ping" is executed once per client application.

Services

Application Server

Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
Notify KServer when a company is added/deleted/changed.
Ensure that the Plant Id is always specified when changing a load status to Begin Load.
When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.

Device Aggregator

Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.

Device Server

Add order location notify device for Keystone Online.
Change default product code length to 20 characters for ALL ULINK batch controls.

Keystone REST Server (KServer)

Add "KCompanyReset" action.
Add "validate" parameter to "KDBRestore" action.
Fix "ClearCaches" action.
Fix "NextEndPoint" action to support cross-authorization endpoints.
Limit maximum number of request threads to 16 (reduces resource usage.)
Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
Rollback all database changes for the request if an "exception" action was executed.
Improve reliability of startup/shutdown.
Driver API: Add "notifyorderlocation" endpoint.
Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
External AICrete API v2: New API for AICrete which requires authorization header.
External AICrete Datatables: Common datatables unit for AICrete APIs.
External Salesforce API v2: New API for Salesforce which requires authorization header.
External Stonemont API v2: New API for Stonemont which requires authorization header.
External Stonemont Datatables: Common datatables unit for Stonemont APIs.
Keystone Online APIs: Now require authorization header.
Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.
Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.
Windows Client System Database API: Add "companyreset" endpoint.
Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.
Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.

Release Notes for Keystone 4.7.x

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