Pmorey: Created page with "TOC
NOTE: Items in '''bold type''' are NEW features.
==Build 4.4.3 - 12/12/2023== ===Year-End=== :'''This version includes updates for A/P and Payroll y..."

2023-12-16T02:08:31Z

Created page with "__TOC__ NOTE: Items in '''bold type''' are NEW features. ==Build 4.4.3 - 12/12/2023== ===Year-End=== :'''This version includes updates for A/P and Payroll y..."

New page

__TOC__

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

==Build 4.4.3 - 12/12/2023==

===Year-End===

:'''This version includes updates for A/P and Payroll year-end tax filings as well as 2024 payroll tax changes that are currently available. Please check frequently for further updates.'''

===Dispatch Module===

Beginning of Day
:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.

Ticket Printing
:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''

===Ticketing Module===

Beginning of Day
:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.

Ticket Printing
:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''

===Accounts Receivable Module===

Prepare Remote Ticketing Data
:Include tables CCTQUERY and CCTQUERYFLD.

===Accounts Payable Module===

1099 Audit List
:'''Now includes the "1099 Amounts" from vendor maintenance as well as new fields for state information.'''
:'''Add "TIN Type" and "Account No." fields to the report.'''

Print 1099 Forms
:This option will display a warning if used for tax years 2023 and beyond, since Keystone no longer prints 1099 forms.

Vendor Maintenance
:Now requires Tax Id #, Type of TIN and Account No fields to be specified if a 1099 Class is specified.

===Payroll Module===

Federal W-2C (Corrections) Export
:'''New option added to the Web Portal Export/Filing menu (please contact support if you need to use this.)'''

Print W-2 Forms
:The dot-matrix/laser W-2 forms have been removed since Keystone no longer prints W-2 forms. However the W-2 Audit List is still available.

Tax Library
:'''Updated to version 2024-R1 (FIT, AR, CA, KY, MA states, CA SDI.)'''

==Build 4.4.2 - 11/28/2023==

===Services===

Keystone REST Server (KServer)
:Windows Client Device API v2: Modify "VehicleStatusUpdate" query in "dispatchevent" endpoint to use projected load LOAD_NO field as the value of the LoadNumber field.

==Build 4.4.1 - 11/10/2023==

===Dispatch Module===

Mix Design Maintenance
:Fix product search issues in mix design.

Schedule
:Fix exception "cdsKey: Cannot perform this operation on a closed dataset" when using the "Quick Ticket" option.

===Accounts Receivable Module===

Product Maintenance
:Fix product search issues in mix design.

===Accounts Payable Module===

Enter A/P Balances 
Handwritten Check Entry 
Invoice Vouchering
:Fix foreign key exception when J/C U/M is entered on the distribution screen and then blanked out.

Print Checks
:When errors occur during preview/print the "First Check No." will now be reset properly.

===Payroll Module===

Tax Library
:'''Updated to version 2023-R12 (2024 Federal Social Security wage base.)'''

===General===

Form Reports
:When emailing a form using the Email button, do not display the second email dialog.

===Services===

Device Server
:Fix HaulHub Dispatch Event notification device to support all states listed in the 4.4 release notes.

==Build 4.4 - 10/13/2023==

===New Features===

System-wide Events
:'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''

Online Payments
:'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''

DOT E-Tickets
:'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''

===Dispatch Module===

Cash Payment Entry
:'''Add order event when a payment is posted.'''

Driver Hours Report
:'''Add "Sequence Code" report sequence option.'''

Event Type Maintenance
:Option removed from Dispatch File Maintenance menu.

Order Audit Trail
:Adjustments made for new events and event types.

Order Maintenance
:Fix issue where plant default tax authority not set properly when adding a new order.
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
:'''Add "User Id" column to the ticket history grid.'''
:'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
:'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
:Allow deleting orders that have events.
:'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
:'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
:'''Change events are recorded for the following contact level fields: Email.'''

Print Orders
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''

Schedule
:'''Add "Void Ticket" button to start the option directly from the schedule.'''

Ticket Printing
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.

===Ticketing Module===

Order Maintenance
:'''Add Events tab.'''
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
:Allow deleting orders that have events.
:'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
:'''Change events are recorded for the following contact level fields: Email.'''

Print Orders
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''

Ticket Printing
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''

===Accounts Receivable Module===

Aged Trial Balance
:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''

Cash Posting 
Cash Posting Register
:'''Allowance Code field length increased to 10 characters.'''

Credit Card Pre-Approval
:Updated to use the new system-wide events.

Customer Maintenance
:'''Add Events tab.'''
:'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
:'''Change events are recorded for the following contact level fields: Email.'''

Customer Price Maintenance
:'''Add Events tab.'''
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
:Remove Customer Maintenance security requirements for adding new prices and deleting prices.

Driver List
:'''Add "License Type" field and "Sequence Code" report sequence option.'''

Driver Maintenance
:'''Add "License Type" and "Sequence Code" fields.'''

Driver Productivity Report
:'''Add "Sequence Code" report sequence option.'''

Group Price Maintenance
:'''Add Events tab.'''
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''

Job Price Maintenance
:'''Add "Src" (price source) column to products grid.'''
:'''Add "DOT Job Mix Year" column to products grid.'''
:'''Add Events tab.'''
:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
:'''Change events are recorded for the following contact level fields: Email.'''

Job Prices List
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''

Owner List 
Owner Maintenance
:'''Add "Insurance Exp" field.'''

Plant Maintenance
:'''Add "Zone" to Defaults tab.'''
:'''Add "Force Print Prices" to Ticketing tab.'''
:'''Add "Force Zone Required" to Ticketing tab.'''

Product Maintenance
:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
:'''Add Events tab.'''
:'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
:'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''

Sales Inquiry
:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)

Ticket Maintenance
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.

===Inventory Module===

Inventory Reconciliation
:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.

===Quote Module===

Quote Maintenance
:'''Add an event when quote is emailed or printed.'''
:'''Add "Src" (price source) column to products grid.'''
:'''Add "DOT Job Mix Year" column to products grid.'''
:'''Add Events tab.'''
:'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
:'''Change events are recorded for the following contact level fields: Email.'''

Print Quotes
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''

===Accounts Payable Module===

Handwritten Check Entry 
Invoice Vouchering
:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''

Invoice Batch List
:'''Add "Qty" and "U/M" fields to J/C detail section.'''

Vendor Maintenance
:'''Add "Email P.O." option on the Contacts grid.'''

===Purchase Order Module===

Print Purchase Orders
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''

Purchase Order Maintenance
:The "Ordered" field can no longer be left blank.

Purchase Receipt Entry 
Purchase Receipt Maintenance
:'''Add date protection for "Date Rcvd" field.'''
:The "Date Rcvd" can no longer be left blank.

Setup Periods
:'''New option added to Purchase Order Setup/Utilities menu.'''

===General Ledger Module===

Account Maintenance
:'''Add Events tab.'''
:'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''

===Payroll Module===

Employee Maintenance
:'''Add "License #" field.'''

Tax Library
:'''Updated to version 2023-R11 (IN, OH states.)'''

===General===

Batch Maintenance
:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.

DataScope 
Query Export
:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.

System Menu
:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.

Windows Client
:Fix Help->Quick Support to work correctly with the new GivenHansco website.

===Services===

Device Server
:'''Finalized Holcim Cement dispatch notification device.'''
:'''Add several new fields to HaulHub dispatch event notification device.'''

Keystone REST Server (KServer)
:Add datatables "dotstates", "dothints" and "dotmatclass".
:Fix datatable parsing to properly represent null values.
:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
:Windows Client System Methods API: Add "getnexteventlink" endpoint.

----

[[Release Notes for Keystone 4.3.x]]

[[Release Notes for Keystone 4.2.x]]

[[Release Notes for Keystone 4.1.x]]

[[Release Notes for Keystone 4.0.x]]

[[Release Notes for Keystone 3.6.x]]

[[Release Notes for Keystone 3.5.x]]

[[Release Notes for Keystone 3.4.x]]

[[Release Notes for Keystone 3.3.x]]

[[Release Notes for Keystone 3.2.x]]

[[Release Notes for Keystone 3.1.x]]

[[Release Notes for Keystone 3.0.x]]

[[Release Notes for Keystone 2.9.x]]

[[Release Notes for Keystone 2.8.x]]

[[Release Notes for Keystone 2.7.x]]

[[Release Notes for Keystone 2.6.x]]

[[Release Notes for Keystone 2.5.x]]

[[Release Notes for Keystone 2.4.x]]

[[Release Notes for Keystone 2.3.x]]

[[Release Notes for Keystone 2.2.x]]

[[Release Notes for Keystone 2.1.x]]

[[Release Notes for Keystone 2.0.x]]

[[Release Notes for CompuCrete 1.8.x]]

Release Notes for Keystone 4.4.x - Revision history

Pmorey: Created page with "__TOC__ NOTE: Items in '''bold type''' are NEW features. ==Build 4.4.3 - 12/12/2023== ===Year-End=== :'''This version includes updates for A/P and Payroll y..."

Pmorey: Created page with "TOC
NOTE: Items in '''bold type''' are NEW features.
==Build 4.4.3 - 12/12/2023== ===Year-End=== :'''This version includes updates for A/P and Payroll y..."