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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 3.6.12 - 5/15/2020== | + | ==Release 5.3.0.0 - 6/17/2026== |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Dispatch Batch Weights Report<BR>
| + | ====Driver Call-In Report==== |
| − | Dispatch End of Day<BR>
| |
| − | Dispatch Re-transfer Tickets
| |
| − | :Use BW_RECKEY to link batch weights with tickets.
| |
| | | | |
| − | Dispatch Order Maintenance
| + | :'''Add "Customer Name" to the report.''' |
| − | :'''Add ability to copy Contacts from contacts grid when copying an order.''' | |
| | | | |
| − | ===Ticketing Module===
| |
| | | | |
| − | Ticketing End of Day<BR>
| + | ====Email Orders==== |
| − | Ticketing Re-transfer Tickets
| |
| − | :Use BW_RECKEY to link batch weights with tickets.
| |
| | | | |
| − | ===Accounts Receivable Module===
| + | :Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.) |
| | | | |
| − | A/R Import Tickets
| + | :'''Add "Cutoff Date" when selecting orders by customer. ''' |
| − | :When importing remote tickets clear the DOC_LINK and BW_RECKEY ticket fields. | + | :'''Show "Delv Date" on the order grid.''' |
| | | | |
| − | A/R Job Price List
| |
| − | :'''Add ability to select job form from drop-down list if there is more than one job form available.'''
| |
| | | | |
| − | A/R Job Price Maintenance
| + | ====On Hand Inquiry==== |
| − | :'''Add ability to email/preview the job price form.'''
| |
| − | :'''Add drop-down list of available forms to Preview/Print/Email buttons.'''
| |
| | | | |
| − | ===Quote Module===
| + | :'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.''' |
| | | | |
| − | Quote Maintenance
| |
| − | :'''Add ability to select quote form from drop-down list on Preview button.'''
| |
| | | | |
| − | ===Cash Management Module=== | + | ====Order Maintenance==== |
| | | | |
| − | C/M Statement Reconciliation
| + | :Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over. |
| − | :Revert change made in version 3.6.6.5 so the transaction list once again includes voids/reversals. | |
| | | | |
| − | ===Payroll Module===
| + | :Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule. |
| − | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R6 version.''' | |
| − | | |
| − | ===General===
| |
| | | | |
| − | Query Export
| + | :'''Add an order event when the "Reprice" function is used.''' |
| − | :Use server time zone when exporting times in JSON format. | |
| | | | |
| − | ===Services===
| + | :'''Add "Sales Territory" field.''' |
| | | | |
| − | Application Server
| + | :'''Add Email To Job and SMS To Job options to Contacts grid.''' |
| − | :Set BATCH_END_DT properly in ticket table when batch results are processed and the truck's current status is not Begin Load. | |
| | | | |
| − | Device Aggregator
| |
| − | :When processing batch weights use LoadDT from batch results when looking up tickets.
| |
| − | :When processing batch weights establish BW_RECKEY link between batch weights and ticket.
| |
| | | | |
| − | Device Server
| + | ====Schedule==== |
| − | :'''Add SMTP batch control device (ticket notification for concrete and aggregate plants.)'''
| |
| − | :'''Add SendGrid email support for batch weights and order complete notifications.'''
| |
| − | :Include "OrderId" field when sending dispatch events to Keystone Online.
| |
| | | | |
| − | Keystone REST Server
| + | :'''When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.''' |
| − | :'''Add GRS Legacy API.''' | |
| − | :Use BW_RECKEY to link batch weights with tickets.
| |
| − | :'''Add ability to specify time zone conversion by API and endpoint.'''
| |
| − | :Fix exception when processing body content that contained an array.
| |
| − | :Fix "Argument Out of Range" exception when processing JSON array.
| |
| − | :Fix REST client link to consider HTTP status codes between 200-299 as success.
| |
| − | :Do not apply a time zone offset when the date/time value contains only a date.
| |
| − | :'''Driver API: Add "batwtcontacts" and "ordcompcontacts" to truckticketinfo endpoint.'''
| |
| − | :Driver API: Improve efficiency of "contacts" and "tickets" queries in notifyordercomplete endpoint.
| |
| − | :Driver API: Fix notifyordercomplete and truckticketinfo endpoints to check ACTIVE_FLAG on all master tables.
| |
| − | :'''FX API: Add "matreqday" result array to materialrequiredbyhour endpoint.'''
| |
| − | :GRS API: Fix calculation of "timeInCurrentStatus" field.
| |
| − | :GRS Legacy API: Fix calculation of "timeInCurrentStatus" field.
| |
| − | :Quote API: Use server local time zone on time fields.
| |
| − | :Quote API: Fix syntax error in calc expression for WonLostDate field in Quote PUT endpoint.
| |
| − | :Stonemont QC API: Revert defaults for "begindate" and "enddate" parameters for xbatchresults, xbatchresultlist and xbatchresultscondensed endpoints.
| |
| | | | |
| − | ==Build 3.6.11 - 4/24/2020==
| + | :'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.''' |
| | | | |
| − | ===Dispatch Module===
| + | :'''The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.''' |
| | | | |
| − | Dispatch Order Maintenance
| + | :'''Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.''' |
| − | :'''Add "Email OrdCmp" column to Contacts grid.''' | |
| − | :Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
| |
| | | | |
| − | Dispatch Ticket Maintenance
| + | :Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers. |
| − | :Fix Batch Weights grid to filter based on Ticket Date. | |
| | | | |
| − | ===Ticketing Module===
| + | :Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0). |
| | | | |
| − | Ticketing Order Maintenance
| + | :'''Add "Customer Rating" as optional field on the schedule grid.''' |
| − | :'''Add "Email OrdCmp" column to Contacts grid.''' | |
| − | :Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
| |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Customer Maintenance<BR>
| + | ====Ticket Printing==== |
| − | A/R Job Price Maintenance
| |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| | | | |
| − | A/R Email Invoices
| + | :'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)''' |
| − | :Significant reduction in size of PDF attachment when printing/emailing invoice that includes E-Ticket PDFs. | |
| | | | |
| − | A/R Print Invoices<BR>
| + | :'''Add (optional) display of Standard Cost in the Products grid.''' |
| − | A/R Reprint Invoices
| |
| − | :Eliminate Product Summary group header printing at top of ticket document page. | |
| | | | |
| − | A/R Sales Tax Rate Maintenance
| + | :Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job. |
| − | :Fix exception "EDBClientError" (Key violation) when adding another locality rate where at least one already exists. | |
| | | | |
| − | ===Quote Module===
| + | :'''Add "Sales Territory" field.''' |
| | | | |
| − | Quote Maintenance<BR>
| |
| − | Quote Prospect Maintenance
| |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| | | | |
| − | ===General=== | + | ====Truck Demand Graph==== |
| | | | |
| − | DataScope<BR>
| + | :'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.''' |
| − | Query Export
| |
| − | :Fix so DELETE key deletes the query after confirmation (just like CTRL+DELETE does.) | |
| − | :Fix "Missing data provider or data packet" when running a multi-company query for the second time within a session.
| |
| | | | |
| − | Reports
| |
| − | :When previewing a single item report, always display the Select Printer dialog before printing.
| |
| − | :Fix reports that run through KServer to properly handle parameters containing spaces (for example, Job Ids.)
| |
| | | | |
| − | System Menu
| + | ====Order Maintenance==== |
| − | :When processing a pending Keystone update, display an error message if the update file no longer exists on the server.
| |
| | | | |
| − | ===Services=== | + | ====Ticket Printing==== |
| | | | |
| − | Application Server
| + | :'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).''' |
| − | :'''Trigger Order Complete notification when order status changed to Completed.''' | |
| | | | |
| − | Device Aggregator
| + | :'''Add "Bill As Plant" field.''' |
| − | :'''Trigger Order Complete notification when processing batch results.''' | |
| − | :When processing batch results use Load Date/Time from batch results as the ticket "Batch End Date/Time" value.
| |
| | | | |
| − | Device Server
| |
| − | :'''Add "SSLMethod" device parameter to SMTP client link.'''
| |
| − | :'''Add SMTP Email Order Complete notification device.'''
| |
| − | :'''Add Truck Number to batch weights notification email.'''
| |
| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :Fix SetPostDataParams to set URI defined parameters from PostData only if the URI parameter value is not specified.
| |
| − | :Dispatch API V2: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Keystone Online Customer Portal API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Stonemont QC API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Windows Client Dispatch API V2: Fix "rdmDISchedule/cdsDIAvailTrucks" endpoint to keep BEG_DRIVER_DT and END_DRIVER_DT parameter values as-is (do not apply StartOfTheDay/EndOfTheDay functions.)
| |
| − |
| |
| − | ==Build 3.6.10 - 4/10/2020==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Order Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| − | :'''Include Job contacts in Contacts grid.'''
| |
| − | :Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
| |
| − |
| |
| − | Dispatch Ticket Printing
| |
| − | :'''Send truck's Owner Code to batch control.'''
| |
| − | :'''Send Plant Name, Address and Phone Number fields to batch control.'''
| |
| − | :'''Send Batch Weight Notification email addresses to batch control.'''
| |
| − |
| |
| − | Dispatch Truck Demand Graph
| |
| − | :Fix "Update Error: Invalid URL" when clicking OK on the planning page (introduced in 3.6.7.)
| |
| | | | |
| | ===Ticketing Module=== | | ===Ticketing Module=== |
| | | | |
| − | Ticketing Order Maintenance
| + | ====On Hand Inquiry==== |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| − | :'''Include Job contacts in Contacts grid.'''
| |
| − | :Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
| |
| | | | |
| − | Ticketing Ticket Printing
| + | :'''Now works on Product Base so you can view the On Hand quantity for all plants at once.''' |
| − | :'''Send truck's Owner Code to batch control.''' | |
| − | :'''Send Plant Name, Address and Phone Number fields to batch control.'''
| |
| − | :'''Send Batch Weight Notification email addresses to batch control.'''
| |
| | | | |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | A/R Credit Review Report
| |
| − | :'''New option added to the Accounts Receivable menu.'''
| |
| − |
| |
| − | A/R Customer Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| | | | |
| − | A/R Job Price Maintenance
| + | ====Order Maintenance==== |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| − | :Fix Contacts grid so customer contacts always appear before job contacts.
| |
| | | | |
| − | ===Quote Module===
| + | :'''Add Email To Job and SMS To Job options to Contacts grid.''' |
| | | | |
| − | Quote Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| | | | |
| − | Quote Prospect Maintenance
| + | ====Order Stack==== |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| | | | |
| − | ===Cash Management Module===
| + | :'''When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.''' |
| | | | |
| − | C/M Cash Flow Summary Report
| + | :'''Increase the font size within the Delivery Instructions floating box to improve readability.''' |
| − | :'''New option added to the C/M Reports menu.''' | |
| | | | |
| − | ===General Ledger Module===
| |
| | | | |
| − | G/L Trial Balance by Month
| + | ====Ticket Printing==== |
| − | :'''New option added to the G/L Reports menu.'''
| |
| | | | |
| − | ===Payroll Module===
| + | :'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)''' |
| | | | |
| − | Payroll Company Summary Report
| + | :Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job. |
| − | :'''New option added to the Payroll Reports/Inquiries menu.''' | |
| | | | |
| − | Payroll Employee Summary Report
| + | :'''Add (optional) display of Standard Cost in the Products grid.''' |
| − | :'''New option added to the Payroll Reports/Inquiries menu.''' | |
| | | | |
| − | Payroll Tax Library
| |
| − | :Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.)
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Device Aggregator
| |
| − | :'''Add ability to send ticket/batch weight information to multiple linked devices when processing batch weight results.'''
| |
| − |
| |
| − | Device Server
| |
| − | :'''Send truck's Owner Code to ULINK batch control as field #195.'''
| |
| − | :'''Add SMTP Email client support.'''
| |
| − | :'''Add EMAILNOTIFICATION batch control device.'''
| |
| − | :Fix "Division by Zero" exception in KOBATCHWEIGHTS device when actual weights are not specified or zero.
| |
| − | :Format "Batch Size" with two decimal places in KOBATCHWEIGHTS device.
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| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :Driver API: Fix "truckticketinfo" endpoint to ignore contacts with blank email addresses.
| |
| − | :Quote API: Fix "quote" post endpoint to default LastRevisedDate to QuoteDate.
| |
| − | :Windows Client Dispatch API v2: Remove truck demand graph queries.
| |
| − |
| |
| − | ==Build 3.6.9 - 4/3/2020==
| |
| − |
| |
| − | ===Dispatch Module===
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| − |
| |
| − | Dispatch Schedule
| |
| − | :Sometimes a truck cannot be dragged onto an order.
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | Reports
| |
| − | :'''Allow user to add additional attachments in the Send Email dialog.'''
| |
| − |
| |
| − | Windows Client
| |
| − | :Raise exception when KServer HTTP response status code is not 200 or 304.
| |
| − | :Raise more meaningful exception when KServer HTTP response is not a valid JSON object.
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Device Server
| |
| − | :'''Add KOBATCHWEIGHTS batch device to send rendered batch weights image to Keystone Online.'''
| |
| − | :'''Add INFO_BUSINESSID device configuration parameter to Keystone Online Batch device.'''
| |
| − |
| |
| − | ==Build 3.6.8 - 3/27/2020==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Reports
| |
| − | :Exclude office tickets on Hold.
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | A/R Import Tickets | + | ====A/R Inquiry==== |
| − | :Fix Catastrophic Failure exception when importing online tickets.
| |
| | | | |
| − | A/R Plant Maintenance
| + | :'''Add "Fee Chg G/L" field to the Posting History grid.''' |
| − | :'''Add "E-Ticket Form Type" field.''' | |
| | | | |
| − | A/R Salesperson Maintenance
| + | :'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."''' |
| − | :'''Add "E-Ticket Form Type" field.''' | |
| | | | |
| − | ===General===
| |
| | | | |
| − | System Option Maintenance
| + | ====Aged Trial Balance==== |
| − | :'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
| |
| | | | |
| − | ===Services===
| + | :'''Add "Credit Manager" selection.''' |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :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==
| |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Blank Time Fields Report<BR>
| + | ====Customer Prices List==== |
| − | Dispatch Detailed Yardage Report<BR>
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| − | Dispatch Driver Time/Yardage Analysis Report<BR>
| |
| − | Dispatch Late Time Report<BR>
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| − | Dispatch Order Time/Yardage Analysis Report<BR>
| |
| − | Dispatch Plant Production Report<BR>
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| − | Dispatch Plant Time/Yardage Analysis Report<BR>
| |
| − | Dispatch Ticket Time Analysis Report
| |
| − | :Now includes only Concrete Mix product types.
| |
| | | | |
| − | Dispatch Order Maintenance
| + | :'''Add "Exp Date" field to report.''' |
| − | :'''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
| |
| − | :'''Add Driver Id selection and print Driver Id on report.'''
| |
| | | | |
| − | Dispatch Schedule
| + | ====Customer Prices Maintenance==== |
| − | :Performance improvement: add database procedure to obtain schedule totals.
| |
| − | :Performance improvement: new schedule queries that mimic pre-3.6 versions.
| |
| | | | |
| − | Dispatch Ticket Printing
| + | :'''Add "Exp Date" field to price grid.''' |
| − | :'''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
| |
| − | :Graph data now obtained via KServer.
| |
| | | | |
| − | ===Ticketing Module=== | + | ====Customers Maintenance==== |
| | | | |
| − | Ticketing Order Maintenance
| + | :'''Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)''' |
| − | :'''Show customer credit warning based on Show Order Warning customer checkbox.''' | |
| | | | |
| − | Ticketing Ticket Printing
| + | :'''Add "SMS To Job" checkbox column to Contacts grid.''' |
| − | :'''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===
| + | :'''Add "Credit Manager" field.''' |
| | | | |
| − | A/R Auto Product Maintenance
| + | :'''Add Email To Job option to Contacts grid.''' |
| − | :Fix summary display of Qty and Order Qty to show decimal places. | |
| | | | |
| − | A/R Cash Posting Register<BR>
| + | :'''Add field change events for the customer address fields.''' |
| − | A/R MTD Cash Posting Register
| |
| − | :'''Add Customer Class selection.''' | |
| | | | |
| − | A/R Customer Maintenance
| + | :'''Add function button to switch to A/R Inquiry for the current customer.''' |
| − | :'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.''' | |
| | | | |
| − | A/R Import Tickets
| |
| − | :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>
| + | ====Divisions Maintenance==== |
| − | A/R Ticket Maintenance
| |
| − | :'''Now defaults "Void Deleted Tickets" option to True.'''
| |
| | | | |
| − | A/R Plant Maintenance
| + | :'''Add Company Info tab to support A/P 1099 by division.''' |
| − | :'''Require access code to delete a plant.''' | |
| | | | |
| − | A/R Print Statements
| |
| − | :Now prints void invoices that were voided after the statement date.
| |
| | | | |
| − | A/R Product Sales Report
| + | ====Drivers Maintenance==== |
| − | :The YTD Qty, Sales and Gross Profit columns have been widened.
| |
| | | | |
| − | A/R Summary Sales Report
| + | :'''Add "Start Date" field.''' |
| − | :'''Add Highest YTD Sales report sequence.''' | |
| | | | |
| − | ===Quote Module===
| |
| | | | |
| − | Quote Maintenance
| + | ====Email Invoices==== |
| − | :'''Show Credit Status and indicate Blocked status in red color.'''
| |
| | | | |
| − | ===Accounts Payable Module===
| + | :'''The "Email BCC" field on the Setup tab will now be remembered from run to run.''' |
| | | | |
| − | A/P Inquiry
| |
| − | :'''Show P.O. Number on P.O. Receipts History grid.'''
| |
| | | | |
| − | A/P Select Invoices for Payment
| + | ====Invoiced Tickets List (Month End)==== |
| − | :'''Add Description as an optional grid field.'''
| |
| | | | |
| − | ===Cash Management Module===
| + | :'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.''' |
| | | | |
| − | C/M Statement Reconciliation
| |
| − | :'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.'''
| |
| − | :Exclude voids/reversals in transaction grid.
| |
| | | | |
| − | Enter C/M Balances
| + | ====Job Prices Maintenance==== |
| − | :No longer asks for offsetting G/L entries.
| |
| | | | |
| − | Import C/M Transactions
| + | :'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.''' |
| − | :'''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
| + | :'''Add "Description" column to the Auto Products grid.''' |
| − | :'''New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.''' | |
| | | | |
| − | ===Payroll Module===
| + | :'''Add "Sales Territory" field.''' |
| | | | |
| − | Payroll Print Direct Deposit Stubs
| + | :'''Add field change event for the C.O.D. field.''' |
| − | :Fix to use direct deposit stub form by default (introduced in 3.6.5.1.) | |
| | | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R4 version (AR, DC, MD, MO, OR states.)'''
| |
| | | | |
| − | Payroll Timecard Maintenance
| + | ====Open Ticket Stack==== |
| − | :'''Show Employment Status and indicate Terminated status in red color.'''
| |
| | | | |
| − | ===General===
| + | :'''Add "Bill As Plant" as an optional grid field.''' |
| | | | |
| − | Batch Maintenance
| + | :'''Add Void Reason as a mouse-over hint on the Ticket No. column.''' |
| − | :Validate dates before posting the batch. | |
| | | | |
| − | DataScope<BR>
| |
| − | Query Export
| |
| − | :Fix to show descriptive error message when query is invalid (introduced in 3.6.5.4.)
| |
| | | | |
| − | File Maintenance
| + | ====Print Invoices==== |
| − | :Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
| |
| | | | |
| − | ===Services===
| + | :'''Add "Posted" indication in session log when invoices are posted.''' |
| | | | |
| − | Keystone REST Server (KServer)
| + | :'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.''' |
| − | :Support SELECT queries that don't begin with the word SELECT. | |
| − | :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==
| |
| | | | |
| − | ===Dispatch Module=== | + | ====Sales Territories List==== |
| | | | |
| − | Dispatch Order Maintenance
| + | :'''New option added to the A/R File List menu.''' |
| − | :'''Add "Carry Order Balance" checkbox to Copy Order dialog. ''' | |
| | | | |
| − | Dispatch Schedule
| |
| − | :Performance improvement when switching the schedule between today and up to 10 days in the future.
| |
| | | | |
| − | ===Accounts Receivable Module=== | + | ====Sales Territories Maintenance==== |
| | | | |
| − | A/R Print Invoices | + | :'''New option added to the A/R File Maintenance menu.''' |
| − | :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
| + | ====Salespeople 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===
| + | :'''Add sales territory grid.''' |
| | | | |
| − | 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>
| + | ====Voided Tickets Report==== |
| − | Re-Print Paychecks
| |
| − | :Load the proper form at startup based on the last selected form.
| |
| | | | |
| − | SUTA E-File Export
| + | :The Ticket Number will now properly show all 7 digits on the report. |
| − | :'''Save the Employer Email field from run to run.''' | |
| | | | |
| − | ===General===
| |
| | | | |
| − | DataScope<BR>
| + | ====A/R Inquiry==== |
| − | Query Export
| |
| − | :'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
| |
| | | | |
| − | Online (F1) Help
| + | ====Cash Posting==== |
| − | :Fixed for internal help system changes.
| |
| | | | |
| − | Web Update
| + | :'''Add "Unit Disc" field to Ticket History grid.''' |
| − | :Eliminate issue with SonicWall firewalls blocking Keystone web update. | |
| | | | |
| − | ===Services===
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====A/R Inquiry==== |
| − | :Fix issue when restoring a company database where all pooled connections to all databases would be closed.
| |
| − | :'''GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.'''
| |
| − | :'''GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.'''
| |
| − | :'''Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.'''
| |
| | | | |
| − | ==Build 3.6.5 - 1/21/2020== | + | ====Cash Posting==== |
| | | | |
| − | ===Dispatch Module=== | + | ====Job Prices Maintenance==== |
| | | | |
| − | Dispatch Ticket Printing
| + | :'''Add Email To Job and SMS To Job options to Contacts grid.''' |
| − | :Device changes are registered immediately instead of having to close/reopen the option. | |
| | | | |
| − | ===Ticketing Module===
| |
| | | | |
| − | Ticketing Ticket Printing
| + | ====Cash Posting Register==== |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Cash Posting Register (Month End)==== |
| | | | |
| − | ACA 1094/1095 Export
| + | :The Bank Deposit now correctly reflects the Credit Card Fee charge amount. |
| − | :'''Compliance testing for 2019 completed.''' | |
| | | | |
| − | Calculate Payroll
| |
| − | :'''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
| + | ====Comparative Customer Sales==== |
| − | :'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
| |
| | | | |
| − | Payroll Timecard Maintenance
| + | ====Customer Sales History==== |
| − | :'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.'''
| |
| | | | |
| − | Prepare Payroll
| + | ====Customer Sales by Job==== |
| − | :'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
| |
| | | | |
| − | ===General=== | + | ====Customer Sales by Product==== |
| | | | |
| − | Automatic Products
| + | ====Daily Plant Sales==== |
| − | :Significant performance improvement when processing Automatic Products.
| |
| | | | |
| − | Form Reports
| + | ====Product Sales==== |
| − | :'''Add ability to specify shading color for boxes on forms.'''
| |
| | | | |
| − | Windows Client Options
| + | ====Product Sales History==== |
| − | :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.
| |
| | | | |
| − | ===Services=== | + | ====Product Sales by Customer==== |
| | | | |
| − | Application Server
| + | ====Summary Sales==== |
| − | :'''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
| + | :'''Add "Sales Territory" selection.''' |
| − | :Include web contact, projected time and load number fields when sending to a Dispatch Event device. | |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Driver API: Add "driverinfo" endpoint.'''
| |
| | | | |
| − | ===Database=== | + | ====Driver Report==== |
| | | | |
| − | Company Database
| + | ====Driver Report (Month End)==== |
| − | :'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
| |
| | | | |
| − | ==Build 3.6.4 - 12/23/2019==
| + | :'''Add "Driver Name" to the report.''' |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Payroll Tax Library
| + | ====Print Invoices==== |
| − | :'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
| |
| | | | |
| − | ===Services=== | + | ====Re-Print Invoices==== |
| | | | |
| − | Application Server
| + | :'''When printing the product summary, list the mix product first.''' |
| − | :Support more than 32 processor cores when affinity mask configuration option not specified. | |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :Reduce lock contention for InterBase database connections.
| |
| − | :Reduce lock contention for SQLite database connections.
| |
| | | | |
| − | ==Build 3.6.3 - 12/20/2019== | + | ===Quote Module=== |
| | | | |
| − | ===Dispatch Module=== | + | ====Quote Maintenance==== |
| | | | |
| − | Dispatch End of Day<BR>
| + | :'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.''' |
| − | Dispatch Re-Transfer Tickets
| |
| − | :'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. ''' | |
| | | | |
| − | Dispatch Order List
| + | :'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)''' |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset." | |
| | | | |
| − | ===Ticketing Module===
| + | :'''Add "margin warning" to Cost Estimator.''' |
| | | | |
| − | Ticketing End of Day<BR>
| + | :'''Add "Default Tkt/Ord Products" system option.''' |
| − | Ticketing Re-Transfer Tickets
| |
| − | :'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. ''' | |
| | | | |
| − | Ticketing Order List
| + | :'''Add "Sales Territory" field.''' |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset." | |
| | | | |
| − | ===Accounts Receivable Module===
| + | :Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened. |
| | | | |
| − | A/R Open Ticket Stack
| |
| − | :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.
| |
| | | | |
| − | A/R Quick Ticket Entry
| + | ====Prospect Maintenance==== |
| − | :'''Bring down Ticket Time from previous line.'''
| |
| | | | |
| − | A/R Sales Tax Rate Maintenance
| + | ====Quote Maintenance==== |
| − | :'''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
| + | :'''Add Email To Job and SMS To Job options to Contacts grid.''' |
| − | :Assign Job Class field from the job when the Job Id is changed. | |
| | | | |
| − | A/R Void Invoice
| |
| − | :Reset grid column sorting/filtering after void.
| |
| | | | |
| | ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
| | | | |
| − | A/P Handwritten Check Entry
| + | ====Email ACH Stubs==== |
| − | :Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
| |
| | | | |
| − | A/P Invoice Vouchering
| + | :The Status column in the grid will now always show the most recent email status. |
| − | :'''Add "Select All" checkbox to P.O. Receipts tab.''' | |
| | | | |
| − | A/P Vendor Maintenance
| |
| − | :'''Add Mobile phone number column to Contacts grid.'''
| |
| | | | |
| − | ===General Ledger Module=== | + | ====Select Invoices for Payment==== |
| | | | |
| − | G/L Print Account Segments
| + | :The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled. |
| − | G/L Source Code List
| |
| − | :Fix exception "EOleException: Internal Server Error" when running the report. | |
| | | | |
| − | ===Job Cost Module===
| + | :'''On the Pay Invoice dialog you can now change the payment method.''' |
| | | | |
| − | J/C Import Transactions
| |
| − | :Do not write to C:\ERRORLOG.TXT at the end of the import.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Vendors Maintenance==== |
| | | | |
| − | Calculate Payroll
| + | :'''Add "Division" field to the 1099 Amounts grid.''' |
| − | :'''Support date value for company and employee factors.''' | |
| − | :'''Support date comparison in formulas.'''
| |
| | | | |
| − | Payroll Federal & State W-2 Export (Web Portal)
| |
| − | :'''Completed 2019 W-2 compliance testing.'''
| |
| | | | |
| − | Payroll Re-Print Direct Deposit Stubs
| + | ====A/P ACH Export==== |
| − | Payroll Re-Print Paychecks
| |
| − | :'''Add "Labor Class" to selection criteria.'''
| |
| | | | |
| − | Payroll Tax Library
| + | ====Re-Export A/P ACH==== |
| − | :'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
| |
| | | | |
| − | Payroll Void Paychecks
| + | :'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.''' |
| − | :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=== | + | ====1099 Audit List (Month End)==== |
| | | | |
| − | Dispatch Order Maintenance<BR>
| + | ====Federal & State 1099 Export==== |
| − | Dispatch Ticket Printing
| |
| − | :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
| + | :'''Add Division selection.''' |
| − | :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. | |
| − | :The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
| |
| | | | |
| − | Dispatch Schedule
| |
| − | :'''Add Cust Id as an optional schedule grid field.'''
| |
| − | :'''Add Plant Screen Id to form caption of plant popup demand graph.'''
| |
| − | :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
| + | ====Handwritten Check Entry==== |
| − | :Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
| |
| | | | |
| − | ===Ticketing Module=== | + | ====Invoice Vouchering==== |
| | | | |
| − | Ticketing Order Maintenance<BR>
| + | :Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.) |
| − | Ticketing Ticket Printing
| |
| − | :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===
| |
| | | | |
| − | A/R Automatic Product Maintenance
| + | ====Print Checks==== |
| − | :'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
| |
| − | :'''Add hint to Start/End Date fields.'''
| |
| − | :'''Show Start/End Date using 4 digits for the year on the summary grid.'''
| |
| | | | |
| − | A/R Import Tickets<BR>
| + | ====Re-Print Checks==== |
| − | A/R Ticket Maintenance
| |
| − | :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
| + | :Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH". |
| − | :'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
| |
| − | :Fix Access Violation exception when attempting to email a document image from the document preview window. | |
| | | | |
| − | A/R Plant Maintenance
| |
| − | :'''Add A/R system option for Product Separator, use as default when copying plant products.'''
| |
| − | :'''Copy Dispatch Warning when copying plant products.'''
| |
| | | | |
| − | A/R Print Invoices<BR>
| + | ===Purchase Order Module=== |
| − | A/R Reprint Invoices
| |
| − | :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
| + | ====Purchase Orders List==== |
| − | :'''Add A/R system option for Product Separator, use as default when copying plant products.'''
| |
| − | :'''Copy Dispatch Warning when copying plant products.'''
| |
| − | :'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
| |
| | | | |
| − | A/R Quick Ticket Entry
| + | :Fix issue where purchase order total would double when there was a comment line on the purchase order. |
| − | :'''Default Ticket Time field to current system time when entering new tickets.''' | |
| | | | |
| − | ===Quoting Module===
| |
| | | | |
| − | Quote Prospect Maintenance
| + | ===Cash Management Module=== |
| − | :'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
| |
| − | | |
| − | ===Accounts Payable Module=== | |
| − | | |
| − | A/P Invoice Vouchering
| |
| − | :When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
| |
| | | | |
| − | ===General Ledger Module=== | + | ====Statement Reconciliation==== |
| | | | |
| − | G/L Transaction Entry
| + | :'''Add "Fee Chg" field to the A/R Posting History grid.''' |
| − | :When posting a batch, use the current User Id when creating the reversing batch. | |
| | | | |
| − | ===Payroll Module===
| + | :'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.''' |
| | | | |
| − | Payroll ACA 1094/1095 Export
| |
| − | :'''Updated for 2019 changes.'''
| |
| − |
| |
| − | 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.)
| |
| − | | |
| − | Report Preview
| |
| − | :'''Add mouse wheel support to preview window.'''
| |
| − | | |
| − | General
| |
| − | :Remove Database Connected indicator in the top right of every Keystone screen.
| |
| − | | |
| − | ===Services=== | |
| − | | |
| − | Application Server
| |
| − | :Do not log the prepare remote data queries for the remote company database.
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
| |
| − | :'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
| |
| − | :'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
| |
| − | :Fix query statistics to separate by company (previously all companies were aggregated together.)
| |
| − | :Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
| |
| − | :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==
| |
| − | | |
| − | ===Dispatch Module===
| |
| − | | |
| − | Dispatch 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.
| |
| − | | |
| − | 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===
| + | :'''Updated to version 28.02.''' |
| | | | |
| − | A/R Customer Maintenance
| |
| − | :'''Add Customer Color field to the Information tab.'''
| |
| − | :'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
| |
| | | | |
| − | A/R Driver Maintenance
| + | ====System Menu==== |
| − | :'''Add Driver Color field.'''
| |
| | | | |
| − | A/R Import Tickets
| + | :'''Delete user-related role assignments and security options when a user is deleted.''' |
| − | :Fix "Field TRUCK_CLASS not found" exception when importing online tickets. | |
| − | :Fix remote ticket import to work properly with re-exported ticket files.
| |
| | | | |
| − | A/R Truck Maintenance
| |
| − | :'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
| |
| − | :'''Allow column sorting and column customization on GPS grid.'''
| |
| | | | |
| − | ===Accounts Payable Module=== | + | ====Windows Client==== |
| | | | |
| − | A/P Invoice Vouchering
| + | :'''Add events for item rename/merge.''' |
| − | :Fix delay when scrolling up/down on the invoice grid. | |
| | | | |
| − | ===Payroll Module===
| + | :'''Add (optional) ability to Delete a document previously uploaded.''' |
| | | | |
| − | Tax Library
| |
| − | :'''Updated to 2019-R11 version (MN.)'''
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | Reports
| |
| − | :Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
| |
| − | :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
| + | ====Application Server==== |
| − | :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)
| |
| − | :'''Improved cache version handling to avoid update conflicts.'''
| |
| − | :'''Improved communication method with Windows clients.'''
| |
| − | :'''Improved query statistics.'''
| |
| − | :'''Improved server statistics.'''
| |
| − | :'''Miscellaneous performance improvements.'''
| |
| − | :'''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==
| + | :Setup relay server connection info only for the main Keystone server. |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Concrete Calculator
| + | ====Device Server==== |
| | | | |
| − | <blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
| + | :'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)''' |
| − | </blockquote>
| |
| − | End of Day
| |
| | | | |
| − | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| + | :'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.''' |
| − | </blockquote>
| |
| − | Order Maintenance
| |
| | | | |
| − | <blockquote>'''Add "Delivery Instructions 1" field to advanced order search dialog.'''
| + | :'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.''' |
| | | | |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.''' | + | :'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.''' |
| | | | |
| − | '''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)''' | + | :'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.''' |
| | | | |
| − | '''Add "Contact Name" to F4 search field list.''' | + | :'''Add "Keystone Online" batch weight notification device.''' |
| | | | |
| − | '''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.
| + | ====KServer External AICrete API v2==== |
| | | | |
| − | When copying an order, verify that the Customer and Plant Id fields are not blank.
| + | :'''New API for AICrete which requires authorization header.''' |
| − | </blockquote>
| |
| − | Print Orders
| |
| | | | |
| − | <blockquote>Fix incorrect "Delivered Sales Tax" total.
| |
| − | </blockquote>
| |
| − | Re-Transfer Tickets
| |
| | | | |
| − | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| + | ====KServer External SalesInsight API v2==== |
| − | </blockquote>
| |
| − | Ticket Printing
| |
| | | | |
| − | <blockquote>'''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| + | :'''New API for SalesInsight.''' |
| | | | |
| − | '''Apply mix modifier product(s) when sending mix design to batch control.'''
| |
| | | | |
| − | '''Use current PC clock date as ticket date when creating tickets.'''
| + | ====KServer Keystone Online Customer Portal API==== |
| | | | |
| − | Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
| + | :'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.''' |
| | | | |
| − | Reload ticket customer prior to generating batch control data.
| |
| − | </blockquote>
| |
| − | Truck Demand Graph
| |
| | | | |
| − | <blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
| + | ====KServer Keystone Online Dashboard API==== |
| − | </blockquote>
| |
| − | Void Tickets
| |
| | | | |
| − | <blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
| + | :'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.''' |
| − | </blockquote>
| |
| − | ===Ticketing Module===
| |
| | | | |
| − | End of Day
| |
| | | | |
| − | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| + | ====KServer Keystone Online E-Ticketing API==== |
| − | </blockquote>
| |
| − | Order Maintenance
| |
| | | | |
| − | <blockquote>'''Display product warning message after entering Product Id.'''
| + | :'''Add "StartDate" field to "driverlist" endpoint.''' |
| | | | |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
| | | | |
| − | '''Add "Contact Name" to F4 search field list.'''
| + | ====KServer Windows Client A/R API==== |
| | | | |
| − | '''Use current PC clock date as delivery date when creating orders.''' | + | :'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.''' |
| | | | |
| − | When copying an order, verify that the Customer Id field is not blank.
| + | :'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.''' |
| − | </blockquote>
| |
| − | Order Stack
| |
| | | | |
| − | <blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
| |
| − | </blockquote>
| |
| − | Print Orders
| |
| | | | |
| − | <blockquote>Fix incorrect "Delivered Sales Tax" total.
| + | ====KServer Windows Client Device API v2==== |
| − | </blockquote>
| |
| − | Re-Transfer Tickets
| |
| | | | |
| − | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| + | :Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices. |
| − | </blockquote>
| |
| − | Ticket Printing
| |
| | | | |
| − | <blockquote>'''Display product warning message after entering Product Id.'''
| + | :'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.''' |
| | | | |
| − | '''Display "job expired" 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.'''
| + | ====Keystone REST Server (KServer)==== |
| | | | |
| − | '''Use current PC clock date as ticket date when creating tickets.'''
| + | :Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed. |
| | | | |
| − | 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===
| |
| − | | |
| − | A/R Cash Posting
| |
| − | | |
| − | <blockquote>'''Show Void Reason at top of Invoice History form.'''
| |
| − | </blockquote>
| |
| − | A/R Inquiry
| |
| − | | |
| − | <blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
| |
| − | </blockquote>
| |
| − | Automatic Product Maintenance
| |
| − | | |
| − | <blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
| |
| − | | |
| − | '''Italicize inactive automatic products on the main grid.'''
| |
| − | | |
| − | '''Indicate "Match Products on Base" by including an asterisk (*) after the Products summary.'''
| |
| − | </blockquote>
| |
| − | Credit Card Pre-Approval
| |
| − | | |
| − | <blockquote>'''Significant performance improvement when loading orders.'''
| |
| − | </blockquote>
| |
| − | Import Tickets
| |
| − | | |
| − | <blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
| |
| − | | |
| − | '''Add "Job Block" 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 "Receipt No." field to report.'''
| |
| − | </blockquote>
| |
| − | Job Price Maintenance
| |
| − | | |
| − | <blockquote>'''Add ability to set the "Tkt/Ord Products" 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 "Reprice All" 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 "Devices" tab only shows last device after accepting plant changes.
| |
| − | </blockquote>
| |
| − | Print Invoices
| |
| − | | |
| − | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| |
| − | | |
| − | '''Add ability to print e-ticket document images on invoices.'''
| |
| − | </blockquote>
| |
| − | Product Maintenance
| |
| − | | |
| − | <blockquote>'''Add support for "Mix Modifier" products.'''
| |
| − | </blockquote>
| |
| − | Re-Print Invoices
| |
| − | | |
| − | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| |
| − | | |
| − | '''Add ability to print e-ticket document images on invoices.'''
| |
| − | </blockquote>
| |
| − | ===Quote Module===
| |
| − | | |
| − | Print Quotes
| |
| − | | |
| − | <blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
| |
| − | </blockquote>
| |
| − | Quote Maintenance
| |
| − | | |
| − | <blockquote>'''Add "Create Order" option to re-book job dialog.'''
| |
| − | </blockquote>
| |
| − | ===Accounts Payable Module===
| |
| − | | |
| − | A/P Handwritten Check Entry
| |
| − | | |
| − | <blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
| |
| − | | |
| − | Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
| |
| − | | |
| − | 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.
| |
| − | </blockquote>
| |
| − | A/P Inquiry
| |
| − | | |
| − | <blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
| |
| − | | |
| − | 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 "Account Type" as the first field in all report sequences.'''
| |
| − | | |
| − | '''Add "Account Type" group indication and subtotals.'''
| |
| − | </blockquote>
| |
| − | ===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
| |
| − | | |
| − | <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 "Dispatch Event" 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->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 "Synopse GDI" to improve images on forms.
| |
| − | </blockquote>
| |
| − | System Menu
| |
| | | | |
| − | <blockquote>'''On the Edit User dialog, add "(10 characters max)" hint after Password field.'''
| + | [[Release Notes for Keystone 5.2.x]] |
| | | | |
| − | '''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
| + | [[Release Notes for Keystone 5.1.x]] |
| | | | |
| − | '''Add support for security roles on custom queries.'''
| + | [[Release Notes for Keystone 5.0.x]] |
| | | | |
| − | Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
| + | [[Release Notes for Keystone 4.7.x]] |
| | | | |
| − | Do not include custom queries for non-existent or non-allowed menu keys.
| + | [[Release Notes for Keystone 4.6.x]] |
| | | | |
| − | Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
| + | [[Release Notes for Keystone 4.5.x]] |
| − | </blockquote>
| |
| − | ===Services===
| |
| | | | |
| − | Application Server
| + | [[Release Notes for Keystone 4.4.x]] |
| | | | |
| − | <blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
| + | [[Release Notes for Keystone 4.3.x]] |
| | | | |
| − | '''Support multiple application servers at a single site.'''
| + | [[Release Notes for Keystone 4.2.x]] |
| | | | |
| − | '''Add support for "Dispatch Event" devices.'''
| + | [[Release Notes for Keystone 4.1.x]] |
| | | | |
| − | '''Add log message when system license info changed.'''
| + | [[Release Notes for Keystone 4.0.x]] |
| | | | |
| − | Only send active load statuses when sending dispatch events.
| + | [[Release Notes for Keystone 3.6.x]] |
| − | </blockquote>
| |
| − | Device Aggregator
| |
| − | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| |
| − | </blockquote>
| |
| − | Device Server
| |
| − | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| |
| − | | |
| − | '''Add "Keystone Online" batch control link.'''
| |
| − | | |
| − | '''Add "Keystone Online" 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) | |
| − | | |
| − | <blockquote>'''All standard lookup list queries have been moved to KServer.'''
| |
| − | | |
| − | '''Database Backup and Restore moved to KServer.'''
| |
| − | | |
| − | '''Keystone Update moved to KServer.'''
| |
| − | | |
| − | '''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 "IPAllowed" and "RequestThreads" configuration parameters.'''
| |
| − | | |
| − | '''Setup multiple threads (256 maximum) for HTTP server.'''
| |
| − | | |
| − | '''Add support for "list" parameters.'''
| |
| − | | |
| − | '''Add support for "MS Access" databases.'''
| |
| − | | |
| − | '''Support dynamic construction of WHERE clause for SELECT queries.'''
| |
| − | | |
| − | '''Add support for "range" filters on query parameters.'''
| |
| − | | |
| − | '''Support singleton auto-run item (once per server.)'''
| |
| − | | |
| − | '''Version API: Add statistics endpoints.'''
| |
| − | | |
| − | '''FX API: Significant performance improvement in "matreqdet" query in materialrequiredbyhour endpoint.'''
| |
| − | | |
| − | '''Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" endpoints.'''
| |
| − | | |
| − | '''Improved query caching method.'''
| |
| − | | |
| − | '''Add Keystone Online Customer Portal API.'''
| |
| − | | |
| − | '''It is no longer necessary to create separate configuration options for each company database.'''
| |
| − | | |
| − | Several fixes in cache handling, logging and multi-threading logic.
| |
| − | | |
| − | Handle escaped characters correctly in query parameter values.
| |
| − | | |
| − | Fix discrepancy between "ScheduleByPlant" 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 "Loads" return data of the "ScheduleOrderLoads" endpoint.
| |
| − | | |
| − | Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.
| |
| − | | |
| − | FX API: Fix "materialrequiredbyhour" endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
| |
| − | | |
| − | GPS API: Fix "truckticketinfo" 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 "xbatchresultlist", "xbatchresults" and "xbatchresultscondensed" 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]] |
