Pmorey: Created page with "TOC
NOTE: Items in '''bold type''' are NEW features.

IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and..."

2022-04-29T17:44:03Z

Created page with "__TOC__ NOTE: Items in '''bold type''' are NEW features. IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and..."

New page
__TOC__

NOTE: Items in '''bold type''' are NEW features.


IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.

==Build 4.1.6 - 4/22/2022==

===Dispatch Module===

Schedule
:For weighed trucks, fix tare weight change during ticketing so that it saves the data back to the truck (introduced in 3.6.99.1.)

===Payroll Module===

SUTA E-File Export
:'''Updated for 2022 (OH state.)'''

Tax Library
:'''Updated to version 2022-R5a (MD, UT states.)'''

===General===

Reports
:Fix exception "EPrinter: Printer is not printing" when printing to the "Microsoft Print to PDF" printer, if you wait at least one minute then click Cancel on the "Save Print Output As" dialog.
:Handle case where user cancels the query but no exception is raised and no data is returned.

===Services===

Application Server
:Improve diagnostic information when opening company database.

Device Server
:'''Began implentation of batch weight notification device for HaulHub (in progress.)'''

Keystone REST Server (KServer)
:Customer Portal API v1: Improve performance and lower resource usage for getcurrentorders and getorderdetails endpoints.
:Customer Portal API v2: Improve performance and lower resource usage for CurrentOrders and OrderDetails endpoints.
:Dispatch API v1: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
:Dispatch API v2: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
:FX API: Improve performance and lower resource usage for trucksinstatus endpoint.
:On-Demand Session API: Improve performance and lower resource usage for loadgpslocation, schedulecustorderloads and scheduleplantorderloads endpoints.
:Online Customer Portal API: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.

==Build 4.1.5 - 4/7/2022==

===Dispatch Module===

Order Maintenance
:The "warnings" pop-up will no longer appear when clicking the CANCEL button.

Schedule
:Fix so load times are properly rescheduled after a load is shipped early/late (introduced in 4.1.3.2.)

Ticket Printing
:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)

===Ticketing Module===

Order Maintenance
:Fix "EDBClient" exception message when copying an order.

Ticket Printing
:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)

===General===

Reports
:'''Add current time to "----Preview" and "----Print" portions of session log information.'''
:'''Add "User Cancelled" message to session log information when user clicks CANCEL while report query is running.'''

Windows Client
:When making a REST request to KServer, retry on socket errors 12029 (cannot connect to server) and 12030 (server connection error).

===Services===

Keystone REST Server (KServer)
:Fix "Access Violation" exception when processing the "notifyorderroute" endpoint.

==Build 4.1.4 - 4/1/2022==

===Dispatch Module===

Edit Ticket Times
:'''Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.'''
:'''Add Truck/Driver fields to grid (read only).'''
:'''Add ability to show/hide grid columns.'''

Order List
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.

Order Maintenance
:'''Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)'''
:'''Add Override Time column to Loads tab.'''
:When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.
:'''Add system option to allow editing of closed orders (contact support if you need this.)'''
:'''Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)'''
:Do not generate Product Deleted order event(s) when deleting an order.
:Fix exception "Cannot delete orders with events" when deleting a copied order.

Reprint Tickets
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''

Schedule
:'''Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.'''
:'''Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)'''
:'''After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.'''
:'''Add "View Order" option to Order right-click menu.'''
:'''Lock order while load shipping is in progress. (This is an optional feature, please contact support.)'''

Ticket Printing
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.

Void Tickets
:When voiding a ticket, move down certain load fields to the next load.

===Ticketing Module===

Order List
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.

Ticket Printing
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.

===Accounts Receivable Module===

A/R Inquiry 
Cash Posting
:Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.

Cash Posting Register 
MTD Cash Posting Register
:'''Add "Include Payment Portal Info" checkbox.'''

Job Names List
:Fix report layout to more closely match the old version (single line per job.)

Job Price Maintenance
:Set conditions based on plant type correctly when Plant No. changed.

Open Ticket Stack
:Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.
:'''Add "Ship To 1" and "Delv Inst 1" as optional grid fields.'''

Pre-Billing Audit List
:Add "Tax Authority" to Report Sequence options where appropriate.

Product Sales History Report
:Widen Qty Sold and Ext Price totals.

Reprint Tickets
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''

===Quote Module===

Print Quotes
:Fix U/M total line (correction to 4.1.0.2 fix.)

===Accounts Payable Module===

Handwritten Check Entry
:Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.
:Fix Use Tax G/L transaction to use Invoice Date as the transaction date.

===Purchase Order Module===

Print Purchase Orders
:Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.

===Payroll Module===

Calculate Payroll
:When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.

Employee Summary Report
:'''Add Active/Inactive employee selection.'''

Setup Formulas
:'''Add "Tax Code" and "Tax Parameter" columns to Factors grid.'''

Tax Library
:'''Updated to 2022-R4 version.'''

===Cash Management Module===

Statement Reconciliation
:Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.
:'''Add "PP Ref No" column to the Deposit History dialog.'''

===General===

Batch Maintenance
:Eliminate EDBClient exception when deleting a batch with more than one item.

Company Restore
:When restoring from a cloud backup, do not include DOC and SYS database backups.
:When restoring from a cloud backup, only include backups for the current company.

File Maintenance
:Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.

Reports
:Force uppercase on string selection fields.

System Form Maintenance
:'''When previewing form, show all copies if the form contains a COPIES parameter greater than 1.'''

System Menu
:'''Add "Release Locked Orders" option to System Maintenance->Utilities menu.'''
:'''Add ability to print Keystone News (web browser) contents.'''
:'''Add "Order Complete Notification" option to Dispatch Utilities menu.'''

Windows Client
:When setting up REST client, use only TLS protocol for secure (https) connections.
:When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.

===Services===

Application Server
:Partially reverted 4.0.0.1 change for At Plant status: When an active load status (begin load thru arrive plant) is received from a device for a truck that is not currently on an active load, change the status to Travel.
:'''Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.'''

Device Server
:'''When sending mix design to ULINK, send field #42 (metric weights.)'''

Keystone REST Server (KServer)
:'''Add support for "setparamdefer" on query fields.'''
:'''Add handling for CRUD update field values (old and new.)'''
:Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.
:Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.
:Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.
:Keystone Online Customer Portal API: Improvements to order request endpoints.
:Windows Client Dispatch Methods API: Add VoidLoadBringdown method.
:Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.

==Build 4.1.3 - 2/2/2022==

===Accounts Payable Module===

Federal & State 1099 Export
:'''The vendor "Account No" field is required when exporting 1099 forms.'''

===Payroll Module===

Adjust Definition Balances
:'''Allow import for any definition.'''
:'''Allow import of transaction adjustment amount and factor values.'''

Tax Library
:'''Updated to 2022-R2a version (MS state.)'''

===General===

System Menu
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''

===Services===

Application Server
:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''

Device Aggregator
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
:When sending batch results to notification devices, do not send additional waters as ingredients.

Device Server
:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
:'''New layout for batch results when sending batch weights notification email.'''
:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
:Eliminate memory leak on shutdown.
:Eliminate memory leak for status devices.
:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)

Keystone REST Server (KServer)
:Fix Div() function to properly handle divide by zero.

==Build 4.1.2 - 1/14/2022==

===Dispatch Module===

Order Maintenance
:'''Add "Customer P.O." field to Order Id dropdown.'''
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''

System Map
:Fix issue where map would not start for some customers.

===Accounts Receivable Module===

Email Invoices
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''

Plant Maintenance
:'''On the Devices tab, indicate which devices are marked Inactive.'''

Setup Pending Prices
:Greatly improved performance when calculating price changes.
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.

Void Invoice
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
:'''Reset the Ticket Option to Open after each Void process.'''

===Accounts Payable Module===

Print 1099 Forms
:Fixed 1099-NEC form starting line for second and third forms.
:Removed 2020 warning message.

===General Ledger Module===

Import Transactions
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''

===Payroll Module===

Print W-2 Forms 
Print W-3 Form
:Removed 2020 warning message.

Tax Library
:'''Updated to 2022-R2 version (AR, LA states.)'''

===Quote Module===

Quote Maintenance
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''

===General===

Automatic Backup
:By default the automatic backup will now prompt the user before doing the backup.

Setup
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''

==Build 4.1.1 - 1/7/2022==

===Dispatch Module===

Print Orders
:'''Add ability to print Usage Description field on form.'''

Ticket Printing
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
:'''Add ability to print the Plant Phone Number on tickets.'''

===Ticketing Module===

Ticket Printing
:'''Add ability to print the Plant Phone Number on tickets.'''

===Quote Module===

Print Quotes
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.

===Payroll Module===

Payroll Tax Library
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''

Prepare Payroll
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.

===General===

Document Viewer
:Add handling for multi-page PDF documents.

Keystone Map
:Fix map startup issue (endless loop during map initialization.)
:Eliminate double plot of calculated route.

System Menu
:'''When user is deleted, ask to delete associated system options.'''

===Services===

Application Server
:Do not send dispatch events to notification devices for a voided load.

Device Server
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''

Keystone REST Server (KServer)
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.

==Build 4.1 - 12/28/2021==

===Important Note===

For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.

===Accounts Receivable Module===

Customer Maintenance
:'''Add "Invoice Tkt Images" checkbox.'''

Email Invoices 
Print Invoices 
Reprint Invoices
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''

Job Price Maintenance
:'''Add "Job Mix Year" to DOT tab.'''

Plant Maintenance
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''

===Quote Module===

Quote Maintenance
:'''Add "Job Mix Year" to DOT tab.'''
:'''Carry Job Mix Year when booking/rebooking the job.'''

===Accounts Payable Module===

1099 State Maintenance
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''

Federal & State 1099 Export
:'''New option added to A/P Web Portal Export/Filing menu.'''
:'''Support multiple different 1099 forms per vendor.'''

Handwritten Check Entry 
Invoice Vouchering
:'''Add "1099 St" column to expense distribution grid.'''
:'''Carry the 1099 State when posting the batch.'''

Print 1099 Forms
:'''Updated for 2021.'''

Vendor List
:'''Add "1099 State" field to detail report.'''

Vendor Maintenance
:'''Add "1099 Amounts" tab.'''
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''

Void Invoice
:'''Carry the 1099 State through when voiding the invoice.'''

Web Portal Export/Filing
:'''New submenu added to the A/P menu.''''

===Payroll Module===

ACA 1094/1095 Export
:'''Updated for 2021.'''

Calculate Payroll
:'''When processing A/P payments use the default 1099 State for the vendor.'''

Company Maintenance
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)

Employee Maintenance
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
:'''ACA Plan Start Month is now required (as of 2020.)'''

Federal & State W-2 Export
:'''Updated for 2021.'''

Payroll Tax Library
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''

Print 1095-C Forms
:This option has been removed from the Payroll Year End menu.

Timecard Maintenance
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.

===Services===

Device Aggregator
:'''Add Test Mode parameter for truck status processing.'''

Device Server
:'''Add Test Mode parameter for truck status processing.'''
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.

----

[[Release Notes for Keystone 4.0.x]]

[[Release Notes for Keystone 3.6.x]]

[[Release Notes for Keystone 3.5.x]]

[[Release Notes for Keystone 3.4.x]]

[[Release Notes for Keystone 3.3.x]]

[[Release Notes for Keystone 3.2.x]]

[[Release Notes for Keystone 3.1.x]]

[[Release Notes for Keystone 3.0.x]]

[[Release Notes for Keystone 2.9.x]]

[[Release Notes for Keystone 2.8.x]]

[[Release Notes for Keystone 2.7.x]]

[[Release Notes for Keystone 2.6.x]]

[[Release Notes for Keystone 2.5.x]]

[[Release Notes for Keystone 2.4.x]]

[[Release Notes for Keystone 2.3.x]]

[[Release Notes for Keystone 2.2.x]]

[[Release Notes for Keystone 2.1.x]]

[[Release Notes for Keystone 2.0.x]]

[[Release Notes for CompuCrete 1.8.x]]

Release Notes for Keystone 4.1.x - Revision history

Pmorey: Created page with "__TOC__ NOTE: Items in '''bold type''' are NEW features. IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and..."

Pmorey: Created page with "TOC
NOTE: Items in '''bold type''' are NEW features.

IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and..."