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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 3.6.10 - 4/10/2020== | + | ==Release 5.2.1.0 - 12/10/2025== |
| − | | |
| − | ===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 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.
| |
| − | | |
| − | Ticketing 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.'''
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | A/R Credit Review Report
| + | ====Customer Prices Maintenance==== |
| − | :'''New option added to the Accounts Receivable menu.'''
| |
| | | | |
| − | A/R Customer Maintenance
| + | :Fix issue where customer price records could not be deleted (introduced in 5.2.) |
| − | :'''Add "Email Bwt" column to Contacts grid.''' | |
| | | | |
| − | A/R Job Price Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| − | :Fix Contacts grid so customer contacts always appear before job contacts.
| |
| | | | |
| − | ===Quote Module=== | + | ====Re-Print Tickets==== |
| | | | |
| − | Quote Maintenance
| + | :Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant. |
| − | :'''Add "Email Bwt" column to Contacts grid.''' | |
| | | | |
| − | Quote Prospect Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| | | | |
| − | ===Cash Management Module=== | + | ====Print Invoices==== |
| | | | |
| − | C/M Cash Flow Summary Report
| + | ====Re-Print Invoices==== |
| − | :'''New option added to the C/M Reports menu.'''
| |
| | | | |
| − | ===General Ledger Module===
| + | :Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division. |
| | | | |
| − | G/L Trial Balance by Month
| |
| − | :'''New option added to the G/L Reports menu.'''
| |
| | | | |
| − | ===Payroll Module=== | + | ===Accounts Payable Module=== |
| | | | |
| − | Payroll Company Summary Report
| + | ====Vendors Maintenance==== |
| − | :'''New option added to the Payroll Reports/Inquiries menu.'''
| |
| | | | |
| − | Payroll Employee Summary Report
| + | :Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor. |
| − | :'''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.
| |
| − |
| |
| − | 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===
| |
| − |
| |
| − | Dispatch Schedule
| |
| − | :Sometimes a truck cannot be dragged onto an order.
| |
| | | | |
| | ===General=== | | ===General=== |
| | | | |
| − | Reports | + | ====Reports==== |
| − | :'''Allow user to add additional attachments in the Send Email dialog.'''
| |
| | | | |
| − | Windows Client
| + | :'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.''' |
| − | :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
| + | ====Windows Client==== |
| − | :'''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==
| + | :When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected. |
| | | | |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Reports
| |
| − | :Exclude office tickets on Hold.
| |
| − |
| |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | A/R Import Tickets
| |
| − | :Fix Catastrophic Failure exception when importing online tickets.
| |
| − |
| |
| − | A/R Plant Maintenance
| |
| − | :'''Add "E-Ticket Form Type" field.'''
| |
| − |
| |
| − | A/R Salesperson Maintenance
| |
| − | :'''Add "E-Ticket Form Type" field.'''
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | System Option Maintenance
| |
| − | :'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
| |
| | | | |
| | ===Services=== | | ===Services=== |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Application Server==== |
| − | :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==
| + | :Fix zero cost issues with inventory reconciliation. |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Blank Time Fields Report<BR>
| + | ====KServer Keystone Online Dashboard API==== |
| − | Dispatch Detailed Yardage Report<BR>
| |
| − | Dispatch Driver Time/Yardage Analysis Report<BR>
| |
| − | Dispatch Late Time Report<BR>
| |
| − | Dispatch Order Time/Yardage Analysis Report<BR>
| |
| − | Dispatch Plant Production Report<BR>
| |
| − | Dispatch Plant Time/Yardage Analysis Report<BR>
| |
| − | Dispatch Ticket Time Analysis Report
| |
| − | :Now includes only Concrete Mix product types.
| |
| | | | |
| − | Dispatch Order Maintenance
| + | :Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date. |
| − | :'''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
| + | ==Release 5.2.0.0 - 12/4/2025== |
| − | :'''Add Driver Id selection and print Driver Id on report.'''
| |
| | | | |
| − | Dispatch Schedule
| + | ===New Feature=== |
| − | :Performance improvement: add database procedure to obtain schedule totals.
| |
| − | :Performance improvement: new schedule queries that mimic pre-3.6 versions.
| |
| | | | |
| − | Dispatch Ticket Printing
| + | ====Credit Card Fees==== |
| − | :'''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
| + | :'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.''' |
| − | :Graph data now obtained via KServer. | |
| | | | |
| − | ===Ticketing Module===
| |
| | | | |
| − | Ticketing Order Maintenance
| + | ====Save Form Layouts==== |
| − | :'''Show customer credit warning based on Show Order Warning customer checkbox.'''
| |
| | | | |
| − | Ticketing Ticket Printing
| + | :'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.''' |
| − | :'''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===
| |
| | | | |
| − | A/R Auto Product Maintenance
| + | ====Visual Themes==== |
| − | :Fix summary display of Qty and Order Qty to show decimal places.
| |
| | | | |
| − | A/R Cash Posting Register<BR>
| + | :'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:''' |
| − | A/R MTD Cash Posting Register | + | :'''The default Keystone font now matches the standard Windows font (Segoe UI.)''' |
| − | :'''Add Customer Class selection.''' | + | :'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)''' |
| | + | :'''Most icons have been visually improved especially on high-resolution 4K monitors. ''' |
| | + | :'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)''' |
| | | | |
| − | A/R Customer Maintenance
| |
| − | :'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.'''
| |
| | | | |
| − | A/R Import Tickets
| + | ===Dispatch Module=== |
| − | :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>
| + | ====Order List==== |
| − | A/R Ticket Maintenance
| |
| − | :'''Now defaults "Void Deleted Tickets" option to True.'''
| |
| | | | |
| − | A/R Plant Maintenance
| + | :Remove blank Report Sequence option. |
| − | :'''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
| + | ====Order Maintenance==== |
| − | :The YTD Qty, Sales and Gross Profit columns have been widened.
| |
| | | | |
| − | A/R Summary Sales Report
| + | :Remove the MAP button next to the Delivery Instructions fields. |
| − | :'''Add Highest YTD Sales report sequence.''' | |
| | | | |
| − | ===Quote Module===
| + | :'''Add a warning message when changing Job Id for an existing order.''' |
| | | | |
| − | Quote Maintenance
| + | :'''Add visual indicator when Slump is changed due to a product change on the order.''' |
| − | :'''Show Credit Status and indicate Blocked status in red color.''' | |
| | | | |
| − | ===Accounts Payable Module===
| |
| | | | |
| − | A/P Inquiry
| + | ====Schedule==== |
| − | :'''Show P.O. Number on P.O. Receipts History grid.'''
| |
| | | | |
| − | A/P Select Invoices for Payment
| + | :'''Add "Base Mix" as an optional schedule grid field.''' |
| − | :'''Add Description as an optional grid field.''' | |
| | | | |
| − | ===Cash Management Module===
| + | :'''Added hint message for split orders.''' |
| | | | |
| − | C/M Statement Reconciliation
| + | :'''Add "Show Status Hints" to Options menu.''' |
| − | :'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.''' | |
| − | :Exclude voids/reversals in transaction grid.
| |
| | | | |
| − | Enter C/M Balances
| + | :'''Add "Status Hint Legend" to Options menu.''' |
| − | :No longer asks for offsetting G/L entries. | |
| | | | |
| − | Import C/M Transactions
| + | :'''Add system option to cache schedule queries to improve performance in certain cases.''' |
| − | :'''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
| + | :Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.) |
| − | :'''New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.''' | |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Payroll Print Direct Deposit Stubs
| + | ===Ticketing Module=== |
| − | :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
| |
| − | :'''Show Employment Status and indicate Terminated status in red color.'''
| |
| − | | |
| − | ===General=== | |
| − | | |
| − | Batch Maintenance
| |
| − | :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
| + | ====Order List==== |
| − | :Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
| |
| | | | |
| − | ===Services===
| + | :Remove blank Report Sequence option. |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :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===
| |
| − |
| |
| − | Dispatch Order Maintenance
| |
| − | :'''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=== | | ===Accounts Receivable Module=== |
| | | | |
| − | A/R Print Invoices
| + | ====A/R Inquiry==== |
| − | :Use Check Date instead of Ticket Date when processing ticket payments.
| |
| − | | |
| − | A/R Product List
| |
| − | :Fix page overflow issue when "Show Assemblies" checkbox is checked.
| |
| − | | |
| − | A/R Product Maintenance
| |
| − | :When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated.
| |
| − | | |
| − | ===Payroll Module=== | |
| − | | |
| − | Print Direct Deposit Stubs<BR>
| |
| − | Print Paychecks<BR>
| |
| − | Re-Print Direct Deposit Stubs<BR>
| |
| − | Re-Print Paychecks
| |
| − | :'''Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.'''
| |
| − | | |
| − | Re-Print Direct Deposit Stubs<BR>
| |
| − | Re-Print Paychecks
| |
| − | :Load the proper form at startup based on the last selected form.
| |
| − | | |
| − | SUTA E-File Export
| |
| − | :'''Save the Employer Email field from run to run.'''
| |
| − | | |
| − | ===General=== | |
| | | | |
| − | DataScope<BR>
| + | :'''Add credit card fee/pay class to Payment History grid.''' |
| − | Query Export
| |
| − | :'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)''' | |
| | | | |
| − | Online (F1) Help
| |
| − | :Fixed for internal help system changes.
| |
| − |
| |
| − | Web Update
| |
| − | :Eliminate issue with SonicWall firewalls blocking Keystone web update.
| |
| − |
| |
| − | ===Services===
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Cash Posting Register==== |
| − | :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==
| + | :'''Add "Session No" to selection criteria.''' |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Ticket Printing
| + | ====Customer Prices Maintenance==== |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Ticketing Module===
| + | :'''Add Standard Cost field to grid. Add ability to show/hide grid fields.''' |
| | | | |
| − | Ticketing Ticket Printing
| |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Customer Sales by Job==== |
| | | | |
| − | ACA 1094/1095 Export
| + | :Fix overlap of long product code and product description. |
| − | :'''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
| + | ====Drivers List==== |
| − | :'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
| |
| | | | |
| − | Payroll Timecard Maintenance
| + | :When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear. |
| − | :'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.''' | |
| | | | |
| − | Prepare Payroll
| |
| − | :'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
| |
| | | | |
| − | ===General=== | + | ====Email Invoices==== |
| | | | |
| − | Automatic Products
| + | :Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time. |
| − | :Significant performance improvement when processing Automatic Products. | |
| | | | |
| − | Form Reports
| |
| − | :'''Add ability to specify shading color for boxes on forms.'''
| |
| | | | |
| − | Windows Client Options
| + | ====Job Prices Maintenance==== |
| − | :Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher.
| |
| | | | |
| − | ===Services===
| + | :'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.''' |
| | | | |
| − | Application Server
| + | :'''Changes to the "Inactive" field will now be tracked as a field change event.''' |
| − | :'''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
| |
| − | :Include web contact, projected time and load number fields when sending to a Dispatch Event device.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Pay Class Maintenance==== |
| − | :'''Driver API: Add "driverinfo" endpoint.'''
| |
| | | | |
| − | ===Database===
| + | :'''New option added to the A/R File Maintenance menu.''' |
| | | | |
| − | Company Database
| |
| − | :'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
| |
| | | | |
| − | ==Build 3.6.4 - 12/23/2019== | + | ====Products Maintenance==== |
| | | | |
| − | ===Payroll Module===
| + | :When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed. |
| | | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
| |
| | | | |
| − | ===Services=== | + | ====Sales Tax Rates Maintenance==== |
| | | | |
| − | Application Server
| + | :'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.''' |
| − | :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== | + | ====Ticket Maintenance==== |
| | | | |
| − | ===Dispatch Module===
| + | :'''A warning message will be displayed if the Tax Authority field is left blank.''' |
| | | | |
| − | Dispatch End of Day<BR>
| + | :'''Ask for a Void Reason when using the F3 Void button.''' |
| − | 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
| |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
| |
| | | | |
| − | ===Ticketing Module=== | + | ====Void Invoice==== |
| | | | |
| − | Ticketing End of Day<BR>
| + | :'''Added ability to select multiple invoices to void when using the "Void By Invoice" 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
| |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
| |
| − |
| |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | 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
| |
| − | :'''Bring down Ticket Time from previous line.'''
| |
| − |
| |
| − | A/R Sales Tax Rate 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
| |
| − | :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
| + | :'''New option added to the A/P Invoicing/Checks menu.''' |
| − | :'''Add "Select All" checkbox to P.O. Receipts tab.''' | |
| | | | |
| − | A/P Vendor Maintenance
| |
| − | :'''Add Mobile phone number column to Contacts grid.'''
| |
| | | | |
| − | ===General Ledger Module=== | + | ====Federal & State 1099 Export==== |
| − | | |
| − | G/L Print Account Segments
| |
| − | G/L Source Code List
| |
| − | :Fix exception "EOleException: Internal Server Error" when running the report.
| |
| − | | |
| − | ===Job Cost Module===
| |
| | | | |
| − | J/C Import Transactions
| + | :'''Updated for 2025.''' |
| − | :Do not write to C:\ERRORLOG.TXT at the end of the import. | |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Calculate Payroll
| + | ====Print 1099 Forms (Month End)==== |
| − | :'''Support date value for company and employee factors.'''
| |
| − | :'''Support date comparison in formulas.'''
| |
| | | | |
| − | Payroll Federal & State W-2 Export (Web Portal)
| + | :'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)''' |
| − | :'''Completed 2019 W-2 compliance testing.''' | |
| | | | |
| − | Payroll Re-Print Direct Deposit Stubs
| |
| − | Payroll Re-Print Paychecks
| |
| − | :'''Add "Labor Class" to selection criteria.'''
| |
| | | | |
| − | Payroll Tax Library
| + | ====Vendors Maintenance==== |
| − | :'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
| |
| | | | |
| − | Payroll Void Paychecks
| + | :Fix typecast exception (Null->OleStr) when adding a new vendor. |
| − | :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=== | + | ====Handwritten Check Entry==== |
| | | | |
| − | Dispatch Order Maintenance<BR>
| + | ====Invoice Vouchering==== |
| − | 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
| + | ====Vendor Classes Maintenance==== |
| − | :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
| + | ====Vendors Maintenance==== |
| − | :'''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
| + | :Allow bank account G/L accounts to be used in Expense G/L dropdown. |
| − | :Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket. | |
| | | | |
| − | ===Ticketing Module===
| |
| − |
| |
| − | Ticketing Order Maintenance<BR>
| |
| − | 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
| |
| − | :'''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>
| |
| − | 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
| |
| − | :'''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>
| |
| − | 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
| |
| − | :'''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
| |
| − | :'''Default Ticket Time field to current system time when entering new tickets.'''
| |
| − |
| |
| − | ===Quoting Module===
| |
| − |
| |
| − | Quote Prospect Maintenance
| |
| − | :'''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=== | | ===General Ledger Module=== |
| | | | |
| − | G/L Transaction Entry
| + | ====Accounts Maintenance==== |
| − | :When posting a batch, use the current User Id when creating the reversing batch.
| |
| − | | |
| − | ===Payroll Module=== | |
| − | | |
| − | 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===
| |
| − | | |
| − | Setup Installer
| |
| − | :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
| + | :When using the "Replicate Accts" feature the NRMCA Group field will now be replicated. |
| − | :Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions. | |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Customer Maintenance
| + | ===System Menu=== |
| − | :'''Add Customer Color field to the Information tab.'''
| |
| − | :'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
| |
| | | | |
| − | A/R Driver Maintenance
| + | ====Option Maintenance==== |
| − | :'''Add Driver Color field.'''
| |
| | | | |
| − | A/R Import Tickets
| + | :'''Show preview of selected theme and apply to all active Keystone windows when accepted.''' |
| − | :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===
| |
| − |
| |
| − | A/P Invoice Vouchering
| |
| − | :Fix delay when scrolling up/down on the invoice grid.
| |
| − |
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Tax Library
| |
| − | :'''Updated to 2019-R11 version (MN.)'''
| |
| | | | |
| | ===General=== | | ===General=== |
| | | | |
| − | Reports
| + | ====Company Database==== |
| − | :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=== | |
| − | | |
| − | Device Aggregator
| |
| − | :Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
| |
| − | | |
| − | Device Server
| |
| − | :'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
| |
| − | :'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''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== | |
| − | | |
| − | ===Dispatch Module===
| |
| − | | |
| − | Concrete Calculator
| |
| − | | |
| − | <blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
| |
| − | </blockquote>
| |
| − | End of Day
| |
| − | | |
| − | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| |
| − | </blockquote>
| |
| − | Order Maintenance
| |
| − | | |
| − | <blockquote>'''Add "Delivery Instructions 1" field to advanced order search dialog.'''
| |
| − | | |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
| − | | |
| − | '''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
| |
| − | | |
| − | '''Add "Contact Name" to F4 search field list.'''
| |
| − | | |
| − | '''Use current PC clock date as delivery date when creating orders.'''
| |
| − | | |
| − | When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
| |
| − | | |
| − | When copying an order, verify that the Customer and Plant Id fields are not blank.
| |
| − | </blockquote>
| |
| − | Print Orders
| |
| − | | |
| − | <blockquote>Fix incorrect "Delivered Sales Tax" total.
| |
| − | </blockquote>
| |
| − | Re-Transfer Tickets
| |
| − | | |
| − | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| |
| − | </blockquote>
| |
| − | Ticket Printing
| |
| − | | |
| − | <blockquote>'''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.'''
| |
| − | | |
| − | '''Use current PC clock date as ticket date when creating tickets.'''
| |
| − | | |
| − | Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
| |
| − | | |
| − | Reload ticket customer prior to generating batch control data.
| |
| − | </blockquote>
| |
| − | Truck Demand Graph
| |
| − | | |
| − | <blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
| |
| − | </blockquote>
| |
| − | Void Tickets
| |
| − | | |
| − | <blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
| |
| − | </blockquote>
| |
| − | ===Ticketing Module===
| |
| − | | |
| − | End of Day
| |
| − | | |
| − | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| |
| − | </blockquote>
| |
| − | Order Maintenance
| |
| − | | |
| − | <blockquote>'''Display product warning message after entering Product Id.'''
| |
| − | | |
| − | '''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.'''
| |
| − | | |
| − | '''Use current PC clock date as delivery date when creating orders.'''
| |
| − | | |
| − | When copying an order, verify that the Customer Id field is not blank.
| |
| − | </blockquote>
| |
| − | Order Stack
| |
| − | | |
| − | <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.
| |
| − | </blockquote>
| |
| − | Re-Transfer Tickets
| |
| − | | |
| − | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| |
| − | </blockquote>
| |
| − | Ticket Printing
| |
| − | | |
| − | <blockquote>'''Display product warning message after entering Product Id.'''
| |
| − | | |
| − | '''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.'''
| |
| − | | |
| − | '''Use current PC clock date as ticket date when creating tickets.'''
| |
| − | | |
| − | Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
| |
| − | | |
| − | Reload ticket customer prior to generating batch control data.
| |
| − | </blockquote>
| |
| − | ===Accounts Receivable Module===
| |
| − | | |
| − | 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.
| + | :'''Updated to version 26.07.''' |
| − | </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.'''
| + | ====Document Database==== |
| | | | |
| − | '''Indicate "Match Products on Base" by including an asterisk (*) after the Products summary.''' | + | :'''Updated to version 2.01.''' |
| − | </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.'''
| + | ====Keystone Setup==== |
| | | | |
| − | '''Add "Job Block" field to Jonel batch ticket import.''' | + | :Setup will now terminate a service if it doesn't respond to a stop request in a timely manner. |
| | | | |
| − | '''Significant performance improvement when importing online and remote tickets.''' | + | :'''Upgraded setup to use light/dark mode based on current Windows settings.''' |
| | | | |
| − | 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.
| + | ====System Menu==== |
| − | </blockquote>
| |
| − | Inventory Purchase Receipts Batch Register
| |
| | | | |
| − | <blockquote>'''Add "Receipt No." field to report.'''
| + | :'''The Entry/Processing submenu has been removed from the Payroll menu.''' |
| − | </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.)'''
| + | :'''Add Visual Theme selector icon to the top of the menu.''' |
| − | </blockquote>
| |
| − | Open Ticket Stack
| |
| | | | |
| − | <blockquote>Eliminate delay when the "Reprice All" button is clicked and there are a large number of open tickets.
| + | :'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.''' |
| | | | |
| − | Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
| + | :When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message. |
| | | | |
| − | When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
| + | :Fix issue where there is no Keystone icon in the taskbar during the initial login screen. |
| | | | |
| − | Fix Access Violation exceptions and issues with column sorting.
| |
| − | </blockquote>
| |
| − | Physical Inventory Entry
| |
| | | | |
| − | <blockquote>Prevent entering a negative count.
| + | ====Windows Client==== |
| − | </blockquote>
| |
| − | Plant Maintenance
| |
| | | | |
| − | <blockquote>Fix issue where "Devices" tab only shows last device after accepting plant changes.
| + | :Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page. |
| − | </blockquote>
| |
| − | Print Invoices
| |
| | | | |
| − | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| + | :'''Add First/Last page buttons to the Document Viewer.''' |
| | | | |
| − | '''Add ability to print e-ticket document images on invoices.''' | + | :'''Use search button in place of blue background for fields where F4 search is available.''' |
| − | </blockquote>
| |
| − | Product Maintenance
| |
| | | | |
| − | <blockquote>'''Add support for "Mix Modifier" products.'''
| + | :In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column. |
| − | </blockquote>
| |
| − | Re-Print Invoices
| |
| | | | |
| − | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| + | :'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".''' |
| | | | |
| − | '''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.'''
| |
| − |
| |
| − | '''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
| |
| − |
| |
| − | '''Add support for security roles on custom queries.'''
| |
| − |
| |
| − | Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
| |
| − |
| |
| − | Do not include custom queries for non-existent or non-allowed menu keys.
| |
| − |
| |
| − | Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
| |
| − | </blockquote>
| |
| | ===Services=== | | ===Services=== |
| | | | |
| − | Application Server | + | ====Application Server==== |
| | | | |
| − | <blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
| + | :'''Modify PrepareRemoteDB to include the new A/R Pay Class table.''' |
| | | | |
| − | '''Support multiple application servers at a single site.'''
| + | :Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance. |
| | | | |
| − | '''Add support for "Dispatch Event" devices.'''
| |
| | | | |
| − | '''Add log message when system license info changed.'''
| + | ====Device Server==== |
| | | | |
| − | Only send active load statuses when sending dispatch events.
| + | :When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight. |
| − | </blockquote>
| |
| − | Device Aggregator
| |
| | | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| |
| − | </blockquote>
| |
| − | Device Server
| |
| | | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| + | ====KServer Dashboard API==== |
| | | | |
| − | '''Add "Keystone Online" batch control link.''' | + | :'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.''' |
| | | | |
| − | '''Add "Keystone Online" dispatch event device.''' | + | :'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.''' |
| | | | |
| − | '''Send void ticket notification to Keystone Online dispatch event device.'''
| |
| | | | |
| − | When voiding a ULINK ticket, Include failure message response in error log.
| + | ====KServer Dispatch API v2==== |
| − | </blockquote>
| |
| − | Keystone REST Server (KServer)
| |
| | | | |
| − | <blockquote>'''All standard lookup list queries have been moved to KServer.'''
| + | :'''Add "NextToLoad" endpoint.''' |
| | | | |
| − | '''Database Backup and Restore moved to KServer.'''
| |
| | | | |
| − | '''Keystone Update moved to KServer.'''
| + | ====KServer Driver API==== |
| | | | |
| − | '''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
| + | :Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.) |
| | | | |
| − | '''Some file lists and reports have been moved to KServer.'''
| |
| | | | |
| − | '''Document Imaging document list/document retrieval moved to KServer.'''
| + | ====KServer Keystone Online Back Office API==== |
| | | | |
| − | '''Improved logging capabilities.''' | + | :'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.''' |
| | | | |
| − | '''Add "IPAllowed" and "RequestThreads" configuration parameters.'''
| + | :Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type. |
| | | | |
| − | '''Setup multiple threads (256 maximum) for HTTP server.'''
| + | :Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts. |
| | | | |
| − | '''Add support for "list" parameters.'''
| |
| | | | |
| − | '''Add support for "MS Access" databases.'''
| + | ====KServer Keystone Online Customer Portal API==== |
| | | | |
| − | '''Support dynamic construction of WHERE clause for SELECT queries.''' | + | :'''Modify "CustomerInvoices" endpoint to include pay class fee information.''' |
| | | | |
| − | '''Add support for "range" filters on query parameters.''' | + | :'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.''' |
| | | | |
| − | '''Support singleton auto-run item (once per server.)'''
| |
| | | | |
| − | '''Version API: Add statistics endpoints.'''
| + | ====Keystone REST Server (KServer)==== |
| | | | |
| − | '''FX API: Significant performance improvement in "matreqdet" query in materialrequiredbyhour endpoint.'''
| + | :Fix "EFOpenError" exception during Keystone system installation. |
| | | | |
| − | '''Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" endpoints.''' | + | :'''Modify KPPTranslate action to handle pay class fees.''' |
| | | | |
| − | '''Improved query caching method.'''
| |
| | | | |
| − | '''Add Keystone Online Customer Portal API.'''
| + | ====Keystone Relay==== |
| | | | |
| − | '''It is no longer necessary to create separate configuration options for each company database.'''
| + | :Fix occasional crashes resulting from NullReferenceException. |
| | | | |
| − | Several fixes in cache handling, logging and multi-threading logic.
| |
| | | | |
| − | Handle escaped characters correctly in query parameter values.
| + | ====Kserver Datatables API==== |
| | | | |
| − | Fix discrepancy between "ScheduleByPlant" in Dispatch API and Dispatch Schedule.
| + | :'''Updated AP1099FORMBOX for 2025.''' |
| | | | |
| − | Delay AUTORUN processing for one minute after startup.
| + | ---- |
| | | | |
| − | Use single background task to communicate with device aggregator that reads a queue of commands.
| + | [[Release Notes for Keystone 5.1.x]] |
| | | | |
| − | Dispatch v2 API: Exclude void loads in the "Loads" return data of the "ScheduleOrderLoads" endpoint.
| + | [[Release Notes for Keystone 5.0.x]] |
| | | | |
| − | Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.
| + | [[Release Notes for Keystone 4.7.x]] |
| | | | |
| − | FX API: Fix "materialrequiredbyhour" endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
| + | [[Release Notes for Keystone 4.6.x]] |
| | | | |
| − | GPS API: Fix "truckticketinfo" endpoint to return GPS plant number using translated version of Keystone plant number.
| + | [[Release Notes for Keystone 4.5.x]] |
| | | | |
| − | Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
| + | [[Release Notes for Keystone 4.4.x]] |
| | | | |
| − | Stonemont API: Fix "xbatchresultlist", "xbatchresults" and "xbatchresultscondensed" queries to no longer move the begindate parameter to the start of the day.
| + | [[Release Notes for Keystone 4.3.x]] |
| | | | |
| − | When running autorun query, first check that database version is current, abort if not.
| + | [[Release Notes for Keystone 4.2.x]] |
| | | | |
| − | FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
| + | [[Release Notes for Keystone 4.1.x]] |
| | | | |
| − | Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
| + | [[Release Notes for Keystone 4.0.x]] |
| − | </blockquote>
| |
| | | | |
| − | ----
| + | [[Release Notes for Keystone 3.6.x]] |
| | | | |
| | [[Release Notes for Keystone 3.5.x]] | | [[Release Notes for Keystone 3.5.x]] |
