Difference between revisions of "New Keystone Releases"
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| − | + | __TOC__ | |
| − | |||
| − | === | + | <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p> |
| + | |||
| + | ==Build 4.7.15 - 2/6/2025== | ||
| + | |||
| + | ===General Ledger Module=== | ||
| + | |||
| + | Import Payroll Transactions | ||
| + | :Updated to support multiple pay groups. | ||
| + | :The Payroll Run dropdown list now includes the pay group name. | ||
| + | :Performance improvement when retrieving G/L data from iSolved. | ||
| + | |||
| + | ==Build 4.7.14 - 2/5/2025== | ||
| + | |||
| + | ===General Ledger Module=== | ||
| + | |||
| + | Import Payroll Transactions | ||
| + | :Remove non-completed (void) payroll runs from list of payroll runs. | ||
| + | |||
| + | ==Build 4.7.13 - 1/23/2025== | ||
| + | |||
| + | ===General Ledger Module=== | ||
| + | |||
| + | Import Payroll Transactions | ||
| + | :Updated to support multiple legal entities under one client. | ||
| + | |||
| + | ==Build 4.7.12 - 1/21/2025== | ||
| + | |||
| + | ===Accounts Payable Module=== | ||
| + | |||
| + | Import Invoices | ||
| + | :'''Add ability to import invoice Due Date.''' | ||
| + | |||
| + | ===General Ledger Module=== | ||
| + | |||
| + | Import Payroll Transactions | ||
| + | :Updated to support multiple clients. | ||
| − | + | ==Build 4.7.11 - 1/11/2025== | |
| − | + | ===Payroll Module=== | |
| − | |||
| − | |||
| − | + | Tax Library | |
| − | + | :'''Updated to version 2025-R2 (IL, ND, OR states.)''' | |
| − | |||
| − | + | ==Build 4.7.10 - 1/3/2025== | |
| − | + | ===Payroll Module=== | |
| − | ''' | + | Tax Library |
| + | :'''Updated to version 2025-R1c (LA state.)''' | ||
| − | + | ==Build 4.7.9 - 12/28/2024== | |
| − | + | ===Payroll Module=== | |
| − | + | Tax Library | |
| + | :'''Updated to version 2025-R1b (MT, NC, VT states.)''' | ||
| − | + | ==Build 4.7.8 - 12/23/2024== | |
| − | |||
| − | |||
| − | + | ===Payroll Module=== | |
| − | |||
| − | |||
| − | + | Tax Library | |
| − | + | :'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)''' | |
| − | |||
| − | + | ==Build 4.7.7 - 12/13/2024== | |
| − | + | ===Payroll Module=== | |
| − | ''' | + | Tax Library |
| + | :'''Updated to version 2025-R1 (Federal-preliminary.)''' | ||
| − | + | ==Build 4.7.6 - 12/3/2024== | |
| − | + | ===Dispatch Module=== | |
| − | |||
| − | |||
| − | + | Order Maintenance | |
| − | + | :'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.''' | |
| − | + | :'''Add "Show when order accessed" checkbox to Dispatch Warning tab.''' | |
| + | :'''Carry "Show when order accessed" field from job when copying an order and changing the job on an order.''' | ||
| − | |||
| − | |||
===Ticketing Module=== | ===Ticketing Module=== | ||
| − | + | Order Maintenance | |
| + | :'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.''' | ||
| − | < | + | ===Accounts Receivable Module=== |
| − | + | ||
| − | Order Maintenance | + | Credit Card Pre-Approval |
| + | :'''Add "Comment" grid column.''' | ||
| + | |||
| + | Customer Maintenance<BR> | ||
| + | Job Price Maintenance | ||
| + | :'''Add "Auto Hold Tck" checkbox.''' | ||
| + | |||
| + | Customer Maintenance | ||
| + | :'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)''' | ||
| + | |||
| + | Import Tickets | ||
| + | :'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.''' | ||
| + | |||
| + | Job Price Maintenance | ||
| + | :Move "Plant Mix Type" to Dispatch tab. | ||
| + | :'''Add "Show when order accessed" checkbox to Dispatch Warning tab.''' | ||
| + | :Change "Show Dispatch Warning" checkbox description to "Show when job used in order." | ||
| + | :'''Show "File #" on screen (if quote has a File # and is booked as a job.)''' | ||
| + | :'''Add new "Job Search" dialog when F4 pressed in Job Id field.''' | ||
| + | :'''Add blue background (indicating F4 search) to the Job Id field.''' | ||
| + | |||
| + | ===Inventory Module=== | ||
| + | |||
| + | On Order Maintenance | ||
| + | :Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.) | ||
| − | + | ===Quote Module=== | |
| − | ''' | + | Quote Maintenance |
| + | :'''Generate unique File # when adding a new quote.''' | ||
| + | :'''Show "File #" on screen (if quote has a File #.)''' | ||
| + | :'''Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.''' | ||
| + | :Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes. | ||
| + | :'''When booking a job, copy the "File #" field from the quote to the new job.''' | ||
| − | + | ===Accounts Payable Module=== | |
| − | ''' | + | Federal & State 1099 Export |
| + | :'''No changes for 2024 (ready for 2024 e-filing.)''' | ||
| − | + | ===Purchase Order Module=== | |
| − | + | ||
| − | + | P.O. Receipt Maintenance | |
| + | :Fix EAccessViolation exception when deleting a receipt. | ||
| − | + | ===General Ledger Module=== | |
| − | |||
| − | |||
| − | + | Import Payroll Transactions | |
| − | + | :Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts. | |
| − | + | :Fix summarization logic for C/M impound, invoice and other transactions to process each record. | |
| + | :When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.) | ||
| + | :'''Add system options for Earn and Other G/L Item Categories.''' | ||
| + | :'''Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)''' | ||
| + | :Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.) | ||
| − | + | ===Payroll Module=== | |
| − | |||
| − | |||
| − | + | ACA 1094/1095 Export | |
| + | :'''No changes for 2024 (ready for 2024 e-filing.)''' | ||
| − | ''' | + | Federal & State W-2 Export |
| + | :'''Add support for Box 12 code "II" (ready for 2024 e-filing.)''' | ||
| − | ''' | + | Federal W-2C (Corrections) Export |
| + | :'''Add support for Box 12 code "II" (ready for 2024 e-filing.)''' | ||
| − | ''' | + | Tax Library |
| + | :'''Updated to version 2024-R12b (KY, ME, MI states.)''' | ||
| − | + | ===General=== | |
| − | + | DataScope<BR> | |
| − | < | + | Query Export |
| − | + | :'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.''' | |
| − | + | PDF Viewer | |
| + | :'''Save/restore form state, size and position from run to run.''' | ||
| + | :'''Show currently loaded PDF filename in form caption.''' | ||
| − | + | System Menu | |
| − | + | :'''When building query menu, add Quotes option to the retricted to module logic.''' | |
| − | + | :Take user security roles into account when filtering the query list by module. | |
| − | + | System Option Maintenance | |
| − | + | :'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.''' | |
| − | |||
| − | + | ===Services=== | |
| − | ''' | + | Keystone REST Server (KServer) |
| + | :'''Online Dashboard API: New API added to support Python dashboard.''' | ||
| + | :Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance. | ||
| + | :Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance. | ||
| − | + | ==Build 4.7.5 - 11/9/2024== | |
| − | |||
| − | |||
| − | + | ===Payroll Module=== | |
| − | |||
| − | |||
| − | + | Tax Library | |
| + | :'''Updated to version 2024-R12 (Social Security wage base for 2025.)''' | ||
| − | + | ==Build 4.7.4 - 11/1/2024== | |
| − | + | ===Dispatch Module=== | |
| − | + | Mix Design Maintenance | |
| + | :Filter product lookup to include only Mix type products. | ||
| − | + | Order Maintenance | |
| − | + | :Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message. | |
| − | + | :Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance. | |
| + | :Prevent new orders from being added for inactive customers. | ||
| + | :'''Highlight loads for a future date with a yellow background.''' | ||
| + | :'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.''' | ||
| + | :Update the load override time when recalculating loads if necessary. | ||
| − | + | Schedule | |
| − | + | :Move "View Order" button to bottom-most position on the Order popup dialog. | |
| − | |||
| − | < | + | Ticket Maintenance<BR> |
| − | + | Ticket Printing | |
| − | + | :Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance. | |
| − | + | ===Ticketing Module=== | |
| − | + | Order Maintenance | |
| + | :Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message. | ||
| + | :Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance. | ||
| + | :Prevent new orders from being added for inactive customers. | ||
| − | + | Ticket Maintenance<BR> | |
| + | Ticket Printing | ||
| + | :Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance. | ||
| − | + | ===Accounts Receivable Module=== | |
| − | |||
| − | |||
| − | + | Customer Maintenance | |
| − | + | :'''Add "Web Orders" checkbox to Contacts grid.''' | |
| − | |||
| − | + | Import Tickets | |
| − | + | :Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance. | |
| − | |||
| − | + | Job Price Maintenance | |
| + | :Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message. | ||
| − | ''' | + | Open Ticket Stack |
| − | + | :'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.''' | |
| − | + | :'''Require a Void Reason when a ticket is voided.''' | |
| − | < | + | Print Invoices<BR> |
| − | |||
Re-Print Invoices | Re-Print Invoices | ||
| + | :'''Add ability to print Order Contact and Phone Number on invoice.''' | ||
| − | + | Ticket Maintenance | |
| + | :Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance. | ||
| + | :'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.''' | ||
| + | :'''Require a Void Reason when a ticket is voided.''' | ||
| − | |||
| − | |||
===Quote Module=== | ===Quote Module=== | ||
Print Quotes | Print Quotes | ||
| + | :'''Add ability to print the product's Description 1 and 2 fields on the quote form.''' | ||
| + | |||
| + | ===Accounts Payable Module=== | ||
| + | |||
| + | A/P Inquiry | ||
| + | :'''Add "Last Ck#" grid column.''' | ||
| − | + | Select Invoice for Payment | |
| − | + | :If user does not have security role permission for C/M, do not show the C/M account balance. | |
| − | |||
| − | + | ===General Ledger Module=== | |
| − | |||
| − | === | ||
| − | + | G/L Batch List | |
| + | :'''Add user checkbox for "Show Trx Description 2".''' | ||
| − | + | Import Payroll Transactions | |
| + | :'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)''' | ||
| − | + | ===Payroll Module=== | |
| − | + | Tax Library | |
| − | + | :'''Updated to version 2024-R11a.''' | |
| − | |||
| − | + | Timecard Maintenance | |
| + | :Fix EAccessViolation exception when deleting a paycheck. | ||
| − | + | ===General=== | |
| − | |||
| − | |||
| − | < | + | DataScope<BR> |
| − | + | Query Export | |
| − | + | :Take user roles into account when filtering the query list by module. | |
| − | + | System Option Maintenance | |
| − | + | :'''Add "Import Payroll Options" section to G/L options.''' | |
| − | |||
| − | + | ===Services=== | |
| − | + | Application Server | |
| + | :Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches. | ||
| + | :rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries. | ||
| − | ''' | + | Device Server |
| − | + | :'''Digital Fleet ticket XML export: add "usage_desc" field.''' | |
| − | |||
| − | + | Keystone REST Server | |
| + | :A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive. | ||
| + | :A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior. | ||
| + | :Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field. | ||
| − | + | ==Build 4.7.3 - 10/17/2024== | |
| − | |||
| − | |||
| − | + | ===Payroll Module=== | |
| − | |||
| − | |||
| − | |||
| − | |||
Tax Library | Tax Library | ||
| + | :'''Updated to version 2024-R11 (IN counties.)''' | ||
| − | |||
| − | |||
===General=== | ===General=== | ||
| − | + | System Map | |
| + | :Fix issue where an empty white screen appears when viewing the map. | ||
| − | < | + | System Menu |
| + | :Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations. | ||
| + | |||
| + | ==Build 4.7.2 - 10/11/2024== | ||
| + | |||
| + | ===Dispatch Module=== | ||
| + | |||
| + | Order Maintenance | ||
| + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' | ||
| + | |||
| + | Schedule | ||
| + | :Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality. | ||
| + | :Fix "Quick Ticket" logic to properly set the load number in the ticket. | ||
| + | :Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly. | ||
| + | :Fix order load alert messages not working (introduced in 4.5.6.2.) | ||
| + | :'''Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.''' | ||
| + | :'''Add Plant Id to status pop-up.''' | ||
| + | :'''Add optional "OrdPlt" field to schedule grid (Plant Id from order.)''' | ||
| + | |||
| + | Ticket Printing | ||
| + | :Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket. | ||
| + | :When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked. | ||
| + | |||
| + | ===Ticketing Module=== | ||
| + | |||
| + | Order Maintenance | ||
| + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' | ||
| + | |||
| + | Order Stack | ||
| + | :Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that. | ||
| + | |||
| + | ===Accounts Receivable Module=== | ||
| + | |||
| + | A/R Inquiry<BR> | ||
| + | Cash Posting<BR> | ||
| + | Customer Maintenance<BR> | ||
| + | Job Price Maintenance | ||
| + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' | ||
| − | + | Customer Maintenance | |
| − | + | :Do not require Tax Exempt Id for non-taxable customers that are Inactive. | |
| − | |||
| − | + | Import Tickets | |
| − | + | :When reading CSV file, strip the Excel UTF-8 BOM characters from the first record. | |
| − | |||
| − | + | Prepare Remote Ticketing Data | |
| − | + | :'''Add client-side log messages.''' | |
| − | |||
| − | + | Print Invoices | |
| − | + | :Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.) | |
| − | |||
| − | + | Sales Tax Report | |
| − | + | :Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked. | |
| − | + | :Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description. | |
| − | + | ===Quote Module=== | |
| − | + | Prospect Maintenance<BR> | |
| + | Quote Maintenance | ||
| + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' | ||
| − | + | ===Accounts Payable Module=== | |
| − | |||
| − | |||
| − | + | Vendor Maintenance | |
| + | :'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.''' | ||
| − | + | ===General Ledger Module=== | |
| − | ''' | + | Batch List |
| − | + | :'''Print transaction second description line if present.''' | |
| − | |||
| − | + | ===Payroll Module=== | |
| − | |||
| − | |||
| − | + | Tax Library | |
| + | :'''Updated to version 2024-R10.''' | ||
| − | + | ===General=== | |
| − | + | Company Database | |
| + | :Updated to version 25.02. | ||
| − | + | System Menu | |
| + | :When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released. | ||
| + | :When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer. | ||
| − | + | Windows Client | |
| + | :Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.) | ||
| + | :When processing an auto-task, initialize client-side log. | ||
| + | :Decrease file chunk size to 1MB when reading/writing files from/to KServer. | ||
| + | :When reading file from KServer, raise exception if the response content type is not valid. | ||
| + | :When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice. | ||
| − | |||
| − | |||
===Services=== | ===Services=== | ||
Application Server | Application Server | ||
| + | :When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records. | ||
| − | + | Keystone REST Server (KServer) | |
| + | :Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods. | ||
| + | Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3. | ||
| + | :Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG. | ||
| + | :Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file. | ||
| + | :Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter. | ||
| + | |||
| + | ==Build 4.7.1 - 9/13/2024== | ||
| + | |||
| + | ===Dispatch Module=== | ||
| − | + | Order Maintenance | |
| + | :Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.) | ||
| − | + | ===Accounts Receivable Module=== | |
| − | + | Cash Posting | |
| + | :Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to. | ||
| − | + | Customer Maintenance | |
| − | + | :'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)''' | |
| − | |||
| − | + | Re-Print Tickets | |
| − | + | :Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.) | |
| − | |||
| − | + | ===General=== | |
| − | + | Company Database | |
| + | :Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables. | ||
| − | + | Reports | |
| + | :Some reports were not respecting the default font/bold printer options. | ||
| − | + | ===Services=== | |
| − | |||
| − | |||
Keystone REST Server (KServer) | Keystone REST Server (KServer) | ||
| + | :'''Add "FormatCurr" function.''' | ||
| + | :Fix "StringReplace" function to handle NULL string parameters correctly. | ||
| + | :'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.''' | ||
| + | :'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.''' | ||
| + | :'''Online Customer Portal API: Add "invoice" endpoint.''' | ||
| − | + | ==Build 4.7 - 8/30/2024== | |
| − | + | ===Dispatch Module=== | |
| − | ''' | + | Edit Ticket Times |
| + | :'''Set associated status reason to "user edit" when one of the eight ticket times is changed.''' | ||
| + | :'''Display green background on any of the eight ticket times when the associated status reason is "user edit".''' | ||
| + | :'''Display associated status reason description as a hint for all of the eight ticket times.''' | ||
| − | ''' | + | Order Maintenance |
| + | :'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)''' | ||
| + | :When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate. | ||
| + | :Fix scroll wheel not working correctly on Job Id dropdown. | ||
| + | :Do not copy the W/C Release Time field when copying an order. | ||
| + | :Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order. | ||
| + | :'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.''' | ||
| + | :Eliminate duplicate "Item Add" event generated when copying order. | ||
| + | :Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed. | ||
| + | :Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed. | ||
| + | :'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.''' | ||
| − | ''' | + | Print Orders |
| + | :'''Add handling for "mix multiplier" auto qty products.''' | ||
| − | ''' | + | Re-Print Tickets<BR> |
| + | Ticket Printing | ||
| + | :'''Use ticket form specified in job, then customer, then plant and finally the default form.''' | ||
| + | :'''Add ability to print the user that originally created the ticket.''' | ||
| + | :'''Add ability to print customer phone number on ticket.''' | ||
| + | :'''Add ability to print the 8 load time source fields on tickets.''' | ||
| + | :'''Add ability to print list price, list totals and savings fields on tickets.''' | ||
| − | + | Re-Print Tickets<BR> | |
| + | Re-Transfer Tickets | ||
| + | :Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets. | ||
| − | '''Add | + | Schedule |
| + | :Do not reset the truck available time if only the custom status is changed. | ||
| + | :Do not reset the truck to clocked out status after shipping and then voiding a load. | ||
| + | :Performance improvement when scrolling or clicking the order grid. | ||
| + | :'''Add "Plt Name" as an optional grid field.''' | ||
| + | :Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order. | ||
| + | :Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved. | ||
| + | :Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order. | ||
| + | :Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.) | ||
| + | :When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph. | ||
| + | :'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)''' | ||
| − | ''' | + | Ticket Printing |
| + | :'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.''' | ||
| + | :Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.) | ||
| − | + | Truck Demand Graph | |
| + | :Change calculation of departure time for additional Plus load to be the End Pour time of the last load. | ||
| − | + | ===Ticketing Module=== | |
| − | ''' | + | Order Maintenance |
| + | :'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)''' | ||
| + | :Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed. | ||
| − | '''Add | + | Order Stack |
| + | :'''Add "Qty Ord" as an optional grid field.''' | ||
| − | ''' | + | Re-Print Tickets<BR> |
| + | Ticket Printing | ||
| + | :'''Use ticket form specified in job, then customer, then plant and finally the default form.''' | ||
| + | :'''Add ability to print the user that originally created the ticket.''' | ||
| + | :'''Add ability to print customer phone number on ticket.''' | ||
| + | :'''Add ability to print list price, list totals and savings fields on tickets.''' | ||
| − | + | Re-Print Tickets<BR> | |
| + | Re-Transfer Tickets | ||
| + | :Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets. | ||
| − | + | Ticket Printing | |
| + | :Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.) | ||
| − | + | ===Accounts Receivable Module=== | |
| − | ''' | + | A/R Inquiry |
| + | :'''Add Ship To 2, 3 and 4 as optional grid fields.''' | ||
| + | :Fix missing QR code when previewing invoice that contains a QR code. | ||
| + | :Fix missing PDF hyperlink when printing to PDF from invoice preview form. | ||
| + | |||
| + | Comparative Customer Sales Report | ||
| + | :'''Add product class selection.''' | ||
| + | |||
| + | Customer Maintenance | ||
| + | :Significant performance improvement when renaming a customer. | ||
| + | :Show all customer events except those related to customer prices. | ||
| + | :Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing. | ||
| + | |||
| + | Customer Price Maintenance | ||
| + | :Show only those events related to customer prices. | ||
| + | |||
| + | Edit Ticket Times | ||
| + | :'''Set associated status reason to "user edit" when one of the eight ticket times is changed.''' | ||
| + | :'''Display green background on any of the eight ticket times when the associated status reason is "user edit".''' | ||
| + | :'''Display associated status reason description as a hint for all of the eight ticket times.''' | ||
| + | |||
| + | Import Tickets | ||
| + | :Handle exceptions when calculating sales tax during ticket import. | ||
| − | '''Add | + | Job Price Maintenance |
| + | :'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.''' | ||
| + | :'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)''' | ||
| − | ''' | + | Print Invoices |
| + | :'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.''' | ||
| − | + | Print Statements | |
| + | :'''Add Order Id and the four Ship To fields as available fields on the form.''' | ||
| − | + | Product Maintenance | |
| + | :Significant performance improvement when renaming a product. | ||
| + | :'''Add "Adjust" column to the grid on the Mix Modifier tab.''' | ||
| + | :Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask. | ||
| + | :Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing. | ||
| − | + | Product Sales by Customer Report<BR> | |
| + | Product Sales Report | ||
| + | :'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.''' | ||
| − | + | Re-Print Tickets | |
| + | :'''Add ability to print the 8 load time source fields on tickets.''' | ||
| − | + | Sales Tax Rate Maintenance | |
| + | :'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.''' | ||
| − | + | Ticket Inquiry | |
| + | :'''Show Invoice Number at bottom left of screen for sales history tickets.''' | ||
| − | + | Ticket Maintenance | |
| + | :'''Use job/customer specific ticket form when printing ticket if specified.''' | ||
| − | + | ===Accounts Payable Module=== | |
| − | + | Import Invoices | |
| + | :Set the payment method for imported invoices from the vendor. | ||
| − | + | Re-Print ACH Stubs<BR> | |
| + | Re-Print Checks | ||
| + | :'''Add Division selection.''' | ||
| − | + | Vendor Maintenance | |
| + | :Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing. | ||
| − | + | ===Cash Management Module=== | |
| − | + | Statement Reconciliation | |
| + | :Properly separate Check No and Check Amount columns based on check key. | ||
| + | :Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit. | ||
| + | :Record the last change date/time and user when generating combined deposits. | ||
| − | + | ===Payroll Module=== | |
| − | + | ||
| + | Tax Library | ||
| + | :'''Updated to version 2024-R9.''' | ||
| + | |||
| + | ===Services=== | ||
| + | |||
| + | Application Server | ||
| + | :'''Record the status reason code when setting one of the eight ticket times when the load status is changed.''' | ||
| + | |||
| + | Device Aggregator | ||
| + | :Do not record batch results if there are no batch results present from the batch device. | ||
| + | |||
| + | Device Server | ||
| + | :When processing batch results from a ULINK device, ignore an ingredient if it's name is empty. | ||
| + | |||
| + | Keystone REST Server (KServer) | ||
| + | :'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.''' | ||
| + | :'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.''' | ||
| + | :'''External AICrete API: New API for interfacing with AICrete.''' | ||
| + | :Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field. | ||
| + | :Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.) | ||
| + | :Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table. | ||
| + | :Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits. | ||
| + | :Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets. | ||
| + | :Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.) | ||
| + | :Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.) | ||
| + | :Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field. | ||
| + | |||
| + | ===General=== | ||
| + | |||
| + | Setup | ||
| + | :'''Now supports installing on Windows 11 for ARM (experimental.)''' | ||
| + | |||
| + | System Option Maintenance | ||
| + | :'''Add search window to help locate system options.''' | ||
---- | ---- | ||
| + | |||
| + | [[Release Notes for Keystone 4.6.x]] | ||
| + | |||
| + | [[Release Notes for Keystone 4.5.x]] | ||
| + | |||
| + | [[Release Notes for Keystone 4.4.x]] | ||
| + | |||
| + | [[Release Notes for Keystone 4.3.x]] | ||
| + | |||
| + | [[Release Notes for Keystone 4.2.x]] | ||
| + | |||
| + | [[Release Notes for Keystone 4.1.x]] | ||
| + | |||
| + | [[Release Notes for Keystone 4.0.x]] | ||
| + | |||
| + | [[Release Notes for Keystone 3.6.x]] | ||
[[Release Notes for Keystone 3.5.x]] | [[Release Notes for Keystone 3.5.x]] | ||
Latest revision as of 00:55, 7 February 2025
Contents
- 1 Build 4.7.15 - 2/6/2025
- 2 Build 4.7.14 - 2/5/2025
- 3 Build 4.7.13 - 1/23/2025
- 4 Build 4.7.12 - 1/21/2025
- 5 Build 4.7.11 - 1/11/2025
- 6 Build 4.7.10 - 1/3/2025
- 7 Build 4.7.9 - 12/28/2024
- 8 Build 4.7.8 - 12/23/2024
- 9 Build 4.7.7 - 12/13/2024
- 10 Build 4.7.6 - 12/3/2024
- 11 Build 4.7.5 - 11/9/2024
- 12 Build 4.7.4 - 11/1/2024
- 13 Build 4.7.3 - 10/17/2024
- 14 Build 4.7.2 - 10/11/2024
- 15 Build 4.7.1 - 9/13/2024
- 16 Build 4.7 - 8/30/2024
NOTE: Items in bold type are NEW features.
Build 4.7.15 - 2/6/2025
General Ledger Module
Import Payroll Transactions
- Updated to support multiple pay groups.
- The Payroll Run dropdown list now includes the pay group name.
- Performance improvement when retrieving G/L data from iSolved.
Build 4.7.14 - 2/5/2025
General Ledger Module
Import Payroll Transactions
- Remove non-completed (void) payroll runs from list of payroll runs.
Build 4.7.13 - 1/23/2025
General Ledger Module
Import Payroll Transactions
- Updated to support multiple legal entities under one client.
Build 4.7.12 - 1/21/2025
Accounts Payable Module
Import Invoices
- Add ability to import invoice Due Date.
General Ledger Module
Import Payroll Transactions
- Updated to support multiple clients.
Build 4.7.11 - 1/11/2025
Payroll Module
Tax Library
- Updated to version 2025-R2 (IL, ND, OR states.)
Build 4.7.10 - 1/3/2025
Payroll Module
Tax Library
- Updated to version 2025-R1c (LA state.)
Build 4.7.9 - 12/28/2024
Payroll Module
Tax Library
- Updated to version 2025-R1b (MT, NC, VT states.)
Build 4.7.8 - 12/23/2024
Payroll Module
Tax Library
- Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)
Build 4.7.7 - 12/13/2024
Payroll Module
Tax Library
- Updated to version 2025-R1 (Federal-preliminary.)
Build 4.7.6 - 12/3/2024
Dispatch Module
Order Maintenance
- When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.
- Add "Show when order accessed" checkbox to Dispatch Warning tab.
- Carry "Show when order accessed" field from job when copying an order and changing the job on an order.
Ticketing Module
Order Maintenance
- When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.
Accounts Receivable Module
Credit Card Pre-Approval
- Add "Comment" grid column.
Customer Maintenance
Job Price Maintenance
- Add "Auto Hold Tck" checkbox.
Customer Maintenance
- Add "Alt Address" tab to allow entry of an alternate address (informational only.)
Import Tickets
- Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.
Job Price Maintenance
- Move "Plant Mix Type" to Dispatch tab.
- Add "Show when order accessed" checkbox to Dispatch Warning tab.
- Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
- Show "File #" on screen (if quote has a File # and is booked as a job.)
- Add new "Job Search" dialog when F4 pressed in Job Id field.
- Add blue background (indicating F4 search) to the Job Id field.
Inventory Module
On Order Maintenance
- Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
Quote Module
Quote Maintenance
- Generate unique File # when adding a new quote.
- Show "File #" on screen (if quote has a File #.)
- Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.
- Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
- When booking a job, copy the "File #" field from the quote to the new job.
Accounts Payable Module
Federal & State 1099 Export
- No changes for 2024 (ready for 2024 e-filing.)
Purchase Order Module
P.O. Receipt Maintenance
- Fix EAccessViolation exception when deleting a receipt.
General Ledger Module
Import Payroll Transactions
- Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
- Fix summarization logic for C/M impound, invoice and other transactions to process each record.
- When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
- Add system options for Earn and Other G/L Item Categories.
- Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)
- Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)
Payroll Module
ACA 1094/1095 Export
- No changes for 2024 (ready for 2024 e-filing.)
Federal & State W-2 Export
- Add support for Box 12 code "II" (ready for 2024 e-filing.)
Federal W-2C (Corrections) Export
- Add support for Box 12 code "II" (ready for 2024 e-filing.)
Tax Library
- Updated to version 2024-R12b (KY, ME, MI states.)
General
DataScope
Query Export
- Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.
PDF Viewer
- Save/restore form state, size and position from run to run.
- Show currently loaded PDF filename in form caption.
System Menu
- When building query menu, add Quotes option to the retricted to module logic.
- Take user security roles into account when filtering the query list by module.
System Option Maintenance
- Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.
Services
Keystone REST Server (KServer)
- Online Dashboard API: New API added to support Python dashboard.
- Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
- Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.
Build 4.7.5 - 11/9/2024
Payroll Module
Tax Library
- Updated to version 2024-R12 (Social Security wage base for 2025.)
Build 4.7.4 - 11/1/2024
Dispatch Module
Mix Design Maintenance
- Filter product lookup to include only Mix type products.
Order Maintenance
- Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
- Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
- Prevent new orders from being added for inactive customers.
- Highlight loads for a future date with a yellow background.
- When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.
- Update the load override time when recalculating loads if necessary.
Schedule
- Move "View Order" button to bottom-most position on the Order popup dialog.
Ticket Maintenance
Ticket Printing
- Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Ticketing Module
Order Maintenance
- Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
- Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
- Prevent new orders from being added for inactive customers.
Ticket Maintenance
Ticket Printing
- Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Accounts Receivable Module
Customer Maintenance
- Add "Web Orders" checkbox to Contacts grid.
Import Tickets
- Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
Job Price Maintenance
- Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
Open Ticket Stack
- When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.
- Require a Void Reason when a ticket is voided.
Print Invoices
Re-Print Invoices
- Add ability to print Order Contact and Phone Number on invoice.
Ticket Maintenance
- Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
- When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.
- Require a Void Reason when a ticket is voided.
Quote Module
Print Quotes
- Add ability to print the product's Description 1 and 2 fields on the quote form.
Accounts Payable Module
A/P Inquiry
- Add "Last Ck#" grid column.
Select Invoice for Payment
- If user does not have security role permission for C/M, do not show the C/M account balance.
General Ledger Module
G/L Batch List
- Add user checkbox for "Show Trx Description 2".
Import Payroll Transactions
- New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)
Payroll Module
Tax Library
- Updated to version 2024-R11a.
Timecard Maintenance
- Fix EAccessViolation exception when deleting a paycheck.
General
DataScope
Query Export
- Take user roles into account when filtering the query list by module.
System Option Maintenance
- Add "Import Payroll Options" section to G/L options.
Services
Application Server
- Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
- rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.
Device Server
- Digital Fleet ticket XML export: add "usage_desc" field.
Keystone REST Server
- A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
- A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
- Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.
Build 4.7.3 - 10/17/2024
Payroll Module
Tax Library
- Updated to version 2024-R11 (IN counties.)
General
System Map
- Fix issue where an empty white screen appears when viewing the map.
System Menu
- Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
Build 4.7.2 - 10/11/2024
Dispatch Module
Order Maintenance
- Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.
Schedule
- Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
- Fix "Quick Ticket" logic to properly set the load number in the ticket.
- Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
- Fix order load alert messages not working (introduced in 4.5.6.2.)
- Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.
- Add Plant Id to status pop-up.
- Add optional "OrdPlt" field to schedule grid (Plant Id from order.)
Ticket Printing
- Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
- When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
Ticketing Module
Order Maintenance
- Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.
Order Stack
- Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.
Accounts Receivable Module
A/R Inquiry
Cash Posting
Customer Maintenance
Job Price Maintenance
- Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.
Customer Maintenance
- Do not require Tax Exempt Id for non-taxable customers that are Inactive.
Import Tickets
- When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
Prepare Remote Ticketing Data
- Add client-side log messages.
Print Invoices
- Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
Sales Tax Report
- Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
- Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.
Quote Module
Prospect Maintenance
Quote Maintenance
- Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.
Accounts Payable Module
Vendor Maintenance
- Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.
General Ledger Module
Batch List
- Print transaction second description line if present.
Payroll Module
Tax Library
- Updated to version 2024-R10.
General
Company Database
- Updated to version 25.02.
System Menu
- When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
- When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.
Windows Client
- Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
- When processing an auto-task, initialize client-side log.
- Decrease file chunk size to 1MB when reading/writing files from/to KServer.
- When reading file from KServer, raise exception if the response content type is not valid.
- When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.
Services
Application Server
- When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
Keystone REST Server (KServer)
- Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
- Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
- Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
- Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.
Build 4.7.1 - 9/13/2024
Dispatch Module
Order Maintenance
- Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)
Accounts Receivable Module
Cash Posting
- Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
Customer Maintenance
- Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)
Re-Print Tickets
- Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
General
Company Database
- Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
Reports
- Some reports were not respecting the default font/bold printer options.
Services
Keystone REST Server (KServer)
- Add "FormatCurr" function.
- Fix "StringReplace" function to handle NULL string parameters correctly.
- Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.
- FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.
- Online Customer Portal API: Add "invoice" endpoint.
Build 4.7 - 8/30/2024
Dispatch Module
Edit Ticket Times
- Set associated status reason to "user edit" when one of the eight ticket times is changed.
- Display green background on any of the eight ticket times when the associated status reason is "user edit".
- Display associated status reason description as a hint for all of the eight ticket times.
Order Maintenance
- Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
- When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
- Fix scroll wheel not working correctly on Job Id dropdown.
- Do not copy the W/C Release Time field when copying an order.
- Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
- When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.
- Eliminate duplicate "Item Add" event generated when copying order.
- Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
- Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
- Show the W/C Release Time as a hint when you hover on the W/C checkbox.
Print Orders
- Add handling for "mix multiplier" auto qty products.
Re-Print Tickets
Ticket Printing
- Use ticket form specified in job, then customer, then plant and finally the default form.
- Add ability to print the user that originally created the ticket.
- Add ability to print customer phone number on ticket.
- Add ability to print the 8 load time source fields on tickets.
- Add ability to print list price, list totals and savings fields on tickets.
Re-Print Tickets
Re-Transfer Tickets
- Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
Schedule
- Do not reset the truck available time if only the custom status is changed.
- Do not reset the truck to clocked out status after shipping and then voiding a load.
- Performance improvement when scrolling or clicking the order grid.
- Add "Plt Name" as an optional grid field.
- Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
- Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
- Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
- Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
- When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
- Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)
Ticket Printing
- Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.
- Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
Truck Demand Graph
- Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
Ticketing Module
Order Maintenance
- Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
- Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
Order Stack
- Add "Qty Ord" as an optional grid field.
Re-Print Tickets
Ticket Printing
- Use ticket form specified in job, then customer, then plant and finally the default form.
- Add ability to print the user that originally created the ticket.
- Add ability to print customer phone number on ticket.
- Add ability to print list price, list totals and savings fields on tickets.
Re-Print Tickets
Re-Transfer Tickets
- Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
Ticket Printing
- Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
Accounts Receivable Module
A/R Inquiry
- Add Ship To 2, 3 and 4 as optional grid fields.
- Fix missing QR code when previewing invoice that contains a QR code.
- Fix missing PDF hyperlink when printing to PDF from invoice preview form.
Comparative Customer Sales Report
- Add product class selection.
Customer Maintenance
- Significant performance improvement when renaming a customer.
- Show all customer events except those related to customer prices.
- Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.
Customer Price Maintenance
- Show only those events related to customer prices.
Edit Ticket Times
- Set associated status reason to "user edit" when one of the eight ticket times is changed.
- Display green background on any of the eight ticket times when the associated status reason is "user edit".
- Display associated status reason description as a hint for all of the eight ticket times.
Import Tickets
- Handle exceptions when calculating sales tax during ticket import.
Job Price Maintenance
- Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.
- Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)
Print Invoices
- Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.
Print Statements
- Add Order Id and the four Ship To fields as available fields on the form.
Product Maintenance
- Significant performance improvement when renaming a product.
- Add "Adjust" column to the grid on the Mix Modifier tab.
- Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
- Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.
Product Sales by Customer Report
Product Sales Report
- Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.
Re-Print Tickets
- Add ability to print the 8 load time source fields on tickets.
Sales Tax Rate Maintenance
- Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.
Ticket Inquiry
- Show Invoice Number at bottom left of screen for sales history tickets.
Ticket Maintenance
- Use job/customer specific ticket form when printing ticket if specified.
Accounts Payable Module
Import Invoices
- Set the payment method for imported invoices from the vendor.
Re-Print ACH Stubs
Re-Print Checks
- Add Division selection.
Vendor Maintenance
- Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
Cash Management Module
Statement Reconciliation
- Properly separate Check No and Check Amount columns based on check key.
- Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
- Record the last change date/time and user when generating combined deposits.
Payroll Module
Tax Library
- Updated to version 2024-R9.
Services
Application Server
- Record the status reason code when setting one of the eight ticket times when the load status is changed.
Device Aggregator
- Do not record batch results if there are no batch results present from the batch device.
Device Server
- When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
Keystone REST Server (KServer)
- Add HaulHub/DOT support for these states: ID, KY, TN, WI.
- Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.
- External AICrete API: New API for interfacing with AICrete.
- Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
- Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
- Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
- Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
- Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
- Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
- Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
- Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
General
Setup
- Now supports installing on Windows 11 for ARM (experimental.)
System Option Maintenance
- Add search window to help locate system options.
Release Notes for Keystone 4.6.x
Release Notes for Keystone 4.5.x
Release Notes for Keystone 4.4.x
Release Notes for Keystone 4.3.x
Release Notes for Keystone 4.2.x
Release Notes for Keystone 4.1.x
Release Notes for Keystone 4.0.x
Release Notes for Keystone 3.6.x
Release Notes for Keystone 3.5.x
Release Notes for Keystone 3.4.x
Release Notes for Keystone 3.3.x
Release Notes for Keystone 3.2.x
Release Notes for Keystone 3.1.x
Release Notes for Keystone 3.0.x
Release Notes for Keystone 2.9.x
Release Notes for Keystone 2.8.x
Release Notes for Keystone 2.7.x
Release Notes for Keystone 2.6.x
Release Notes for Keystone 2.5.x
Release Notes for Keystone 2.4.x
Release Notes for Keystone 2.3.x
Release Notes for Keystone 2.2.x
Release Notes for Keystone 2.1.x
