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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 3.6.30 - 3/26/2021== | + | ==Release 5.3.3.0 - 7/31/2026== |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Order Maintenance
| + | ====Cash Payment Entry==== |
| − | :'''Add "Order Complete Email Status" field to Times/Email tab.'''
| |
| − | :Fixed issue with setting up REQUIRED field security where the error message "Another user has updated the order..." would appear.
| |
| | | | |
| − | Schedule
| + | :'''Add support for Pay Class and Fee Paid.''' |
| − | :Fix void ticket so it starts with the "Void Reason" field focused every time. | |
| − | :Fix message "You must enter a Customer ID" when using "Quick Ticket" function after shipping a load and clicking the Print button on the ticket stub screen.
| |
| − | :Clear on-screen totals and set focus to "Cust Id" box when using the Quick Ticket feature.
| |
| | | | |
| − | Ticket Maintenance
| |
| − | :'''Add "Batch Weight Email Status" to Times/Email tab.'''
| |
| | | | |
| − | Ticket Printing
| + | ====End Of Day==== |
| − | :When using "Quick Ticket" from the Schedule, fix exception "cdsMaster: Field qryZoneLoadTime not found" when a zone is entered and the ticket is accepted.
| |
| | | | |
| − | ===Accounts Receivable Module===
| + | :'''Changed "Check No." column to "Pay Class".''' |
| | | | |
| − | Comparative Customer Sales Report<BR>
| |
| − | Customer Sales Report
| |
| − | :'''Plant Id and Customer Class selections are now checklist boxes which allows any combination of plants/customer classes to be selected.'''
| |
| | | | |
| − | Enter A/R Balances
| + | ====Open Ticket Stack==== |
| − | :'''Ask for Exempt Amount and Reason when entering sales tax information.'''
| |
| − | :Generate tax transactions when entering sales tax information.
| |
| | | | |
| − | Product Maintenance
| + | :'''Add Pay Class and Fee Paid as optional fields.''' |
| − | :'''Add "Ord Req OK" checkbox (future use by Keystone Online.)''' | |
| − | :Fix "EConvertError: Invalid argument to time encode" exception when the Last Physical Entry time for the product is invalid.
| |
| | | | |
| − | Product Sales Report
| |
| − | :'''Plant Id and Product Class selections are now checklist boxes which allows any combination of plants/product classes to be selected.'''
| |
| | | | |
| − | Ticket History Inquiry<BR>
| + | ====Order Maintenance==== |
| − | Ticket Maintenance
| |
| − | :'''Add "Batch Weight Email Status" to Times/Email tab.'''
| |
| | | | |
| − | ===Inventory Module===
| + | :'''Add "Ext Price" column to the Products grid.''' |
| | | | |
| − | Inventory Reconciliation
| + | :The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes. |
| − | :Correction to Production Reciept - Match Out cost to In lookback. | |
| | | | |
| − | Physical Inventory Entry
| + | :'''Display a mouse-over hint on the VOID checkbox in the History grid that shows the void reason AND the user that voided the ticket.''' |
| − | :'''Add ability to create recurring batches.''' | |
| | | | |
| − | ===Accounts Payable Module===
| |
| | | | |
| − | A/P Print Checks<BR>
| + | ====Ticket Maintenance==== |
| − | A/P Reprint Checks
| |
| − | :'''Add checkbox to control whether Invoice Description prints on check stub and stub overflow report.'''
| |
| | | | |
| − | ===Purchase Order Module===
| + | :'''Add Pay Class and Fee Paid fields to Payments tab.''' |
| | | | |
| − | P.O. Receipt Maintenance
| |
| − | :Do not include products that were not received when the receipt is saved.
| |
| | | | |
| − | ===General Ledger Module=== | + | ====Ticket Printing==== |
| | | | |
| − | G/L Detail Inquiry
| + | :'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)''' |
| − | :Fix issue where unposted transactions would sometimes not show italicized (usually when column filters were applied.) | |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Email Direct Deposit Stubs
| + | ====Truck Demand Graph==== |
| − | :Changed default PDF password to last 4 digits of employee SSN.
| |
| − | :Changed PDF filename to Employee Name + Check Date.
| |
| − | :Changed email body text to include password instructions and confidentiality disclaimer.
| |
| | | | |
| − | Employee List
| + | :'''Now supports up to 10 "Demand Graph" tabs.''' |
| − | :'''Performance improvement when using the Include Time Clock Xref Data and/or Include Driver Data options.''' | |
| | | | |
| − | Employee List<BR>
| |
| − | Employee Payroll Register<BR>
| |
| − | Special Deduction History Report<BR>
| |
| − | Timecard Audit List<BR>
| |
| − | Timecard History Report
| |
| − | :'''Sort employee name case-insensitively.'''
| |
| | | | |
| − | Tax Library
| + | ===Ticketing Module=== |
| − | :'''Updated to 2021-R4 version.'''
| |
| | | | |
| − | Timecard Audit List
| + | ====End Of Day==== |
| − | :'''Performance improvement when processing timecard overrides.'''
| |
| | | | |
| − | ===General===
| + | :'''Changed "Check No." column to "Pay Class".''' |
| | | | |
| − | Automatic Products
| |
| − | :'''Performance improvement: improved the speed of adding automatic products by a factor of 5X.'''
| |
| | | | |
| − | Device Maintenance
| + | ====Order Maintenance==== |
| − | :'''When testing a device, tell the device aggregator to reload that device's settings before testing.'''
| |
| − | :When saving device changes, warn if the Dev Server Id is left empty.
| |
| | | | |
| − | Form Reports
| + | :'''Add "Ext Price" column to the Products grid.''' |
| − | :When printing forms with document images, scale the image so it fits within the horizontal and vertical margins of the page. | |
| | | | |
| − | Reports
| |
| − | :Fix font size adjustment issue when large fonts are used (report width < 100 columns).
| |
| | | | |
| − | System Menu
| + | ====Ticket Printing==== |
| − | :Fix exception "The given local time is invalid" at startup when the current time is 1 day prior to the 1 hour "limbo" period of Standard->DST time changeover.
| |
| − | :The TEST button on the Email Settings dialog will now work correctly for non-Admin Keystone users.
| |
| | | | |
| − | Windows Client
| + | :'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)''' |
| − | :'''When an error occurs within KServer, the error message will include the exception message returned from KServer.''' | |
| | | | |
| − | ===Services===
| |
| | | | |
| − | Device Aggregator
| + | ====Tickets Maintenance==== |
| − | :'''After the device map is updated, apply any changes to the Device Servers.'''
| |
| − | :Shutdown the context thread when a client is finished reading scale weight.
| |
| − | :Send Device Configuration commands for all devices ONLY when a device server connects for the first time.
| |
| − | :Do not stop the TCP Server when reconnecting to the application server to avoid missing data.
| |
| − | :'''Process device server notify status message.'''
| |
| | | | |
| − | Device Server
| + | :'''Add Pay Class and Fee Paid fields to Payments tab.''' |
| − | :Shutdown scale reader thread when there are no active listeners.
| |
| − | :Return any data that is available in the read buffer for a client serial connection even if less than the size requested.
| |
| − | :When creating devices that require PROTOCOL, do not assume a default protocol if none is specified. Instead, log an error message.
| |
| − | :'''Send notify status to aggregator.''' | |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Several enhancements to support moving more Keystone reports to KServer.'''
| |
| − | :'''Customer Portal API: Support CustId query parameter on CustomerJobs endpoint.'''
| |
| − | :'''Customer Portal API: Add OrdReqJobs and OrdReqProducts endpoints.'''
| |
| − | :'''Windows Client Device API v2: Add updatebwemailstatus and updateocemailstatus endpoints.'''
| |
| − |
| |
| − | ==Build 3.6.29 - 3/5/2021==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Schedule
| |
| − | :Fix exception "EOleException: The given '3/14/2021 2:59:59 AM' local time is invalid (situated within the missing period prior to DST)" when trying to view the schedule for 3/13/21.
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | Customer Sales Report<BR>
| + | ====Base Product Maintenance==== |
| − | Product Sales Report
| |
| − | :Improve accuracy of Gross Profit amounts by using reconciled inventory costs for product sales.
| |
| − | | |
| − | Division Maintenance
| |
| − | :'''Add ability to edit the Default Retained Earnings G/L account.'''
| |
| − | | |
| − | Inventory Reconciliation
| |
| − | :When calculating Production Out Costs, fix cost to match rolled-up cost of Production In for mid-level non-stocked product.
| |
| − | | |
| − | Inventory Transfers
| |
| − | :'''Indicate which unit cost (Standard, Average or Last) is active based on the system option.'''
| |
| − | | |
| − | Plant Maintenance
| |
| − | :'''Add "Recalc All Mix Designs" button to Dispatch tab.'''
| |
| − | | |
| − | Reprint Tickets
| |
| − | :'''Add ability to print E-Ticket document images on the form.'''
| |
| − | | |
| − | ===Accounts Payable Module=== | |
| − | | |
| − | Invoice Vouchering
| |
| − | :'''Print expense G/L distribution description on the posting register when "Print Invoice Description" vouchering option is set.'''
| |
| − | | |
| − | ===General Ledger Module=== | |
| − | | |
| − | Year End Processing
| |
| − | :'''Add ability to select one company OR one division to be processed.'''
| |
| − | | |
| − | ===Payroll Module===
| |
| − | | |
| − | ACA 1094/1095 Export
| |
| − | :Force company State and Zip fields to uppercase.
| |
| − | :Force employee State and Zip fields to uppercase.
| |
| − | :Force OtherALEMemberNameControl field to uppercase.
| |
| − | :Always trim leading/trailing/multiple blanks in export fields.
| |
| − | :Default Contact Phone field to company ACA Contact Phone at startup.
| |
| − | :Show warning message if Contact Phone field left blank.
| |
| − | | |
| − | Company Maintenance<BR>
| |
| − | Setup Company
| |
| − | :Company State and Zip fields are now forced uppercase.
| |
| − | | |
| − | Email Direct Deposit Stubs
| |
| − | :'''New option added to the Payroll Entry/Processing menu (contact support if you need this feature.)'''
| |
| − | | |
| − | Employee Maintenance
| |
| − | :Employee State, Zip and ACA Control Text fields are now forced uppercase.
| |
| − | :'''Add "Dir Dep Email" checkbox to support Email Direct Deposit Stubs.'''
| |
| − | :'''Add "Password" field (Direct Deposit stub PDF password) to support Email Direct Deposit Stubs.'''
| |
| | | | |
| − | Federal & State W-2 Export
| + | :'''New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.''' |
| − | :Force company State and Zip fields to uppercase. | |
| − | :Force employee State and Zip fields to uppercase.
| |
| − | :Always trim leading/trailing/multiple blanks in export fields.
| |
| | | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2021-R3a version.'''
| |
| | | | |
| − | Print Direct Deposit Stubs
| + | ====Credit Limit Report==== |
| − | :'''Add "Include Direct Deposit stubs that are to be emailed" checkbox (if unchecked stubs that are setup to be emailed will not be printed.)'''
| |
| | | | |
| − | Re-Print Direct Deposit Stubs
| + | :UI Issue: "Credit Limit Threshold %" label text cutoff. |
| − | :'''Add "Include Direct Deposit stubs that were originally emailed" checkbox (if unchecked stubs that were emailed will not be printed.)''' | |
| | | | |
| − | W-2 Setup Maintenance
| |
| − | :Company State is now forced uppercase.
| |
| | | | |
| − | ===General=== | + | ====Credit Review Report==== |
| | | | |
| − | Scheduled Backup
| + | :'''When the "Minimum Avg Days Difference" is left blank, all invoices will now be included regardless of the "Avg Diff" value for the invoice. Enter zero in this box to exclude invoices with negative "Avg Diff" values (the previous behavior.)''' |
| − | :If an error occurs backing up one database, the program will continue on with any remaining databases instead of aborting. | |
| − | :'''Add command-line parameter to set the Backup Location Type.'''
| |
| | | | |
| − | System Backup/Restore
| |
| − | :'''Replaced "Support" backup option with "Cloud (Azure)" backup option (coming soon.)'''
| |
| | | | |
| − | Windows Client
| + | ====Customers List==== |
| − | :Properly report Windows Server 2019 in the System Information dialog.
| |
| − | :Apply run-time library bug fix for TDateTime->REST timestamp conversion.
| |
| | | | |
| − | ===Services===
| + | :UI Issues: Fix Report Type group box cutoff at the bottom with certain visual themes. Adjust height of Report Type group box when visual theme changed. |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Add "SessionTimeout" general configuration option (1 hour default.)'''
| |
| − | :'''Add support for server-side and Azure Cloud backups to KDBBackup/KDBRestore actions.'''
| |
| − | :Apply run-time library bug fix for TDateTime->REST timestamp conversion.
| |
| − | :Driver API: Remove extra closing parentheses from calc method in forceYN parameter of notifyordercomplete query (introduced in 3.6.27.1.)
| |
| − | :'''Keystone Online Customer Portal API: Support CustId query parameter on CustomerInvoices endpoint.'''
| |
| − | :'''Windows Client System Database API: Add support for Azure Cloud backup.'''
| |
| | | | |
| − | ==Build 3.6.28 - 2/12/2021== | + | ====Inventory Batch List==== |
| | | | |
| − | ===Inventory Module===
| + | :'''When printing a Physical Inventory batch, add "Ticket No." column to the report.''' |
| | | | |
| − | Inventory Reconciliation
| |
| − | :Fix problem where Avg Cost calculation double counted the qty change in the divisor resulting in a low value.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Inventory Status Report==== |
| | | | |
| − | Calculate Payroll
| + | :All quantity fields will now show four decimal places to match other inventory reports. |
| − | :Do not double-add current amount when using SUMDEFTYPE function with MTD/QTD/YTD/ATD suffix filter. | |
| | | | |
| − | Payroll SUTA E-File Export
| |
| − | :'''Updated for 2021 state changes (CO, KS, PA).'''
| |
| | | | |
| − | Payroll Tax Library
| + | ====Inventory Valuation Report==== |
| − | :'''Updated to 2021-R3 version (MD state.)'''
| |
| | | | |
| − | ===Job Cost Module===
| + | :The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative. |
| | | | |
| − | J/C Import Transactions
| |
| − | :'''Add "File Contains Header" checkbox to skip header record during import.'''
| |
| − | :Fix length of Job Id and Asset Id fields.
| |
| − | :Fix foreign key violation exception when U/M is blank in the import file.
| |
| | | | |
| − | ===Services=== | + | ====Invoice Register (Month End)==== |
| | | | |
| − | Keystone REST Server (KServer)
| + | :'''Add user checkbox to include the Email Status on the report.''' |
| − | :Improve query error reporting to properly report the query name that caused the error when multiple queries exist within an endpoint. | |
| − | :Properly support SELECT queries within POST/PUT endpoints.
| |
| − | :Properly handle INSERT/UPDATE detail queries within a SELECT master query in a POST/PUT endpoint.
| |
| − | :Check query "Condition" expression before running detail INSERT/UPDATE queries.
| |
| − | :Clear query parameters prior to setting parameters for INSERT/UPDATE query.
| |
| | | | |
| − | ==Build 3.6.27 - 2/6/2021==
| |
| | | | |
| − | ===Payroll Module=== | + | ====Open Ticket Stack==== |
| | | | |
| − | ACA 1094/1095 Export
| + | :'''Add Pay Class and Fee Paid as optional fields.''' |
| − | :Fix: Employee Age field should not have any leading zeroes. | |
| − | :Fix: AnnualZip element changed to AnnualUSZip.
| |
| − | :Fix handling of empty zip code fields.
| |
| | | | |
| − | Employee Maintenance
| |
| − | :Change "Dependents" grid caption (on ACA tab) to "Covered Individuals (Including the Employee)".
| |
| | | | |
| − | ==Build 3.6.26 - 2/5/2021== | + | ====Payment Processor Remittance==== |
| | | | |
| − | ===Dispatch Module===
| + | :'''New option added to the A/R Month End menu.''' |
| | | | |
| − | Order Maintenance
| |
| − | :When GPS map is open the Order Maintenance screen is now inactive.
| |
| − | :Order Maintenance can now be closed when the GPS map is open.
| |
| − | :'''Add "Close Map" button on Order Maintenance screen when GPS map is open in case the map window gets stuck behind the Order Maintenance window.'''
| |
| − | :'''Show Customer ID and Order ID on the "Waiting for Map" screen when using the GPS map.'''
| |
| − | :Fix performance issue when switching to the Loads tab on an order with multiple products.
| |
| | | | |
| − | Ticket Printing
| + | ====Physical Inventory Entry==== |
| − | :'''Require Lane # on ticket stub screen if the plant is setup for Multi-Lane.'''
| |
| − | :'''Send previous load truck number as ULINK field #199.'''
| |
| | | | |
| − | ===Ticketing Module===
| + | :'''Add "Ticket No." column to product grid.''' |
| | | | |
| − | Order Maintenance
| |
| − | :When GPS map is open the Order Maintenance screen is now inactive.
| |
| − | :Order Maintenance can now be closed when the GPS map is open.
| |
| − | :'''Add "Close Map" button on Order Maintenance screen when GPS map is open in case the map window gets stuck behind the Order Maintenance window.'''
| |
| − | :'''Show Customer ID and Order ID on the "Waiting for Map" screen when using the GPS map.'''
| |
| | | | |
| − | ===Accounts Receivable Module=== | + | ====Print Invoices==== |
| | | | |
| − | Credit Card Pre-Approval
| + | :'''Add "Billing Plant Id" selection.''' |
| − | :'''Add rejection color warning after 2 or more rejections.''' | |
| − | :'''Change approval status from a drop-down list to dedicated buttons for each status.'''
| |
| − | :'''Indicate number of rejections in the status column (i.e. "Rejected (2)".)'''
| |
| | | | |
| − | Job Price Maintenance
| |
| − | :When GPS map is open the Job Price Maintenance screen is now inactive.
| |
| − | :Job Price Maintenance can now be closed when the GPS map is open.
| |
| − | :'''Add "Close Map" button on Job Price Maintenance screen when GPS map is open in case the map window gets stuck behind the Job Price Maintenance window.'''
| |
| − | :'''Show Customer ID and Job ID on the "Waiting for Map" screen when using the GPS map.'''
| |
| | | | |
| − | Plant Maintenance
| + | ====Sales Tax Report (Month End)==== |
| − | :'''Add Multi-Lane setup tab.'''
| |
| − | :When GPS map is open the Plant Maintenance screen is now inactive.
| |
| − | :Plant Maintenance can now be closed when the GPS map is open.
| |
| − | :'''Add "Close Map" button on Plant Maintenance screen when GPS map is open in case the map window gets stuck behind the Plant Maintenance window.'''
| |
| − | :'''Show Plant ID on the "Waiting for Map" screen when using the GPS map.'''
| |
| | | | |
| − | Print Invoices
| + | :Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report. |
| − | :When processing void tickets, copy PRODUCT_CODE_OB, PRODUCT_CODE_RET, QTY_OB, QTY_RET fields to sales history. | |
| | | | |
| − | Product Labels
| |
| − | :'''Add Vendor Id to selection criteria.'''
| |
| | | | |
| − | ===Quote Module=== | + | ====Open Ticket Stack==== |
| | | | |
| − | Quote Maintenance
| + | ====Ticket Maintenance==== |
| − | :When GPS map is open the Quote Maintenance screen is now inactive.
| |
| − | :Quote Maintenance can now be closed when the GPS map is open.
| |
| − | :'''Add "Close Map" button on Quote Maintenance screen when GPS map is open in case the map window gets stuck behind the Quote Maintenance window.'''
| |
| − | :'''Show Prospect ID and Quote ID on the "Waiting for Map" screen when using the GPS map.'''
| |
| | | | |
| − | ===Payroll Module===
| + | :'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.''' |
| | | | |
| − | ACA 1094/1095 Export
| |
| − | :'''Updated for 2020 ACA (1094-C & 1095-C) changes.'''
| |
| | | | |
| − | Employee Maintenance
| + | ====Print Invoices==== |
| − | :'''Updated for 2020 ACA (1095-C) changes.'''
| |
| | | | |
| − | Print 1095-C Forms | + | ====Re-Print Invoices==== |
| − | :Add warning message indicating this option is no longer supported due to the 2020 form change.
| |
| | | | |
| − | ===General===
| + | :'''Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)''' |
| − | | |
| − | System Menu
| |
| − | :The A/R Aged Trial Balance Export option has been moved from the Setup/Utilities menu to the Accounts Receivable menu. | |
| − | :California DE-9/DE-9C Export option removed from the Payroll Web Portal Export/Filing menu.
| |
| − | :W-2 E-File Export option removed from the Payroll Year End menu.
| |
| − | :W-2 Corrections E-File Export option removed from the Payroll Year End menu.
| |
| − | | |
| − | ===Services===
| |
| | | | |
| − | Application Server
| |
| − | :When processing an "End Pour" message from a GPS/status device, only update the load status to End Pour if the current load status is prior to Returning.
| |
| | | | |
| − | Device Server
| + | ====Handwritten Invoice Entry==== |
| − | :'''Send previous load truck number as ULINK field #199.'''
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Ticket Inquiry==== |
| − | :'''GPS API: Add joblot, jobblock and drivername fields to truckticketinfo endpoint.'''
| |
| | | | |
| − | ==Build 3.6.25 - 1/27/2021== | + | ====Ticket Maintenance==== |
| | | | |
| − | ===Payroll Module===
| + | :'''Add Pay Class and Fee Paid fields to Payments tab.''' |
| | | | |
| − | Payroll Print W-3 Form
| |
| − | :Fix to include codes Y, AA, BB and EE in Box 12a (deferred compensation.)
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :Change DIV() function to return zero (instead of NULL) when a Divide By Zero exception occurs.
| |
| − |
| |
| − | ==Build 3.6.24 - 1/22/2021==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Order Maintenance
| |
| − | :'''Add "Picked Up" checkbox which removes this order from the Truck Demand Graph.'''
| |
| − | :'''Add button (marked with "X") to clear out the current order color.'''
| |
| − |
| |
| − | Schedule
| |
| − | :'''Add "Show Completed Orders" checkbox at top of screen when schedule is showing today's orders.'''
| |
| − | :When calculating load projected return time, take the fact that the load may have shipped early/late into account.
| |
| − | :Do not open document imaging database connection through Application Server.
| |
| − |
| |
| − | Truck Demand Graph
| |
| − | :'''Do not include orders where the "Picked Up" flag is checked.'''
| |
| − |
| |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | Email Statements
| |
| − | :'''Add Customer Class selection.'''
| |
| − |
| |
| − | A/R Inquiry
| |
| − | :Do not open document imaging database connection through Application Server.
| |
| − |
| |
| − | Job Price Maintenance
| |
| − | :Do not open document imaging database connection through Application Server.
| |
| − |
| |
| − | Print Statements
| |
| − | :Print correct dunning message when only finance charges are past due.
| |
| − |
| |
| − | Reprint Invoices
| |
| − | :Do not open document imaging database connection through Application Server.
| |
| − |
| |
| − | Ticket Maintenance
| |
| − | :Fix so on-screen totals are updated after Reprice button clicked.
| |
| − | :Prompt to reprice ticket if Job Id changed.
| |
| − | :Do not open document imaging database connection through Application Server.
| |
| | | | |
| | ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
| | | | |
| − | Select Invoices for Payment
| + | ====Vendors Maintenance==== |
| − | :Ignore spacebar on the warning dialog for attempting to payoff an invoice marked HOLD.
| |
| | | | |
| − | ===General Ledger Module===
| + | :'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.''' |
| | | | |
| − | Year End Processing
| |
| − | :'''Close all periods prior to and including year end for all modules.'''
| |
| | | | |
| − | ===Payroll Module=== | + | ===Cash Management Module=== |
| | | | |
| − | Calculate Payroll
| + | ====Statement Reconciliation==== |
| − | :Improve SUMDEFTYPE pop function to support field filtering and period suffix together in Parameter 3.
| |
| | | | |
| − | Employee Maintenance
| + | :This option can now only be opened once per user to prevent combining the same deposits twice. (Note that two different users could still potentially combine the same deposits.) |
| − | :Remove "New Loan Date cannot be in the future" error message. | |
| | | | |
| − | Payroll Register
| + | :Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount. |
| − | :'''Include all definitions that have a current, MTD, QTD, YTD or ATD value.''' | |
| | | | |
| − | Print W-2 Forms
| |
| − | :'''Add the remaining Report Sequence options from the Employee File List.'''
| |
| − |
| |
| − | Tax Library
| |
| − | :'''Updated to 2021-R2b version.'''
| |
| − |
| |
| − | ===Purchase Order Module===
| |
| − |
| |
| − | Purchase Order Maintenance
| |
| − | :Do not open document imaging database connection through Application Server.
| |
| − |
| |
| − | P.O. Receipt Maintenance
| |
| − | :Do not open document imaging database connection through Application Server.
| |
| | | | |
| | ===General=== | | ===General=== |
| | | | |
| − | Company Database | + | ====Company Database==== |
| − | :'''Upgraded to version 20.10.'''
| |
| − | | |
| − | Form Reports
| |
| − | :'''Add support for barcode types 2 of 5 (narrow/wide), UPC-A, UPC-E, Code 128 (narrow).'''
| |
| | | | |
| − | ===Services===
| + | :Updated to version 28.11. |
| | | | |
| − | Application Server
| |
| − | :Add delay (5 seconds) between retries when an exception occurs during a database upgrade.
| |
| | | | |
| − | Device Aggregator
| + | ====Keystone Setup==== |
| − | :'''Add ability to specify batch ingredient IDs for temper, trim, truck and preloaded waters.'''
| |
| | | | |
| − | ==Build 3.6.23 - 1/8/2021==
| + | :'''Add "Keystone Cloud Tunnel" to the Service Applications list.''' |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Import Tickets
| + | ====Reports==== |
| − | :Fix exception "EDatabaseError cdsRemCDSTktHd: Field 'qryXfrBWHd' not found" when importing remote tickets using CDS format from an older Keystone standalone (prior to 3.6.19) that does not export batch weight data.
| |
| | | | |
| − | A/R Print Invoices
| + | :When printing a value using one of the WRITTEN formats on a form, use thousand separators (i.e., 12345678 will be printed as 12,345,678.) |
| − | :'''Show "Include Ticket Images" checkbox if Document Imaging active.''' | |
| | | | |
| − | ===Accounts Payable Module===
| + | :Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once. |
| | | | |
| − | A/P ACH Export
| |
| − | :'''Add "Include Company Debit Record" checkbox (saved from run to run) to match Payroll version.'''
| |
| − | :'''Add user field for Company Discretionary Data (Type 5 Record) which is saved from run to run.'''
| |
| − | :Set correct Service Class code (200/220) in Type 5 and Type 8 records depending on whether the "Include Company Debit Record" checkbox is checked.
| |
| − |
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Payroll ACH Export
| |
| − | :'''Add user field for Company Discretionary Data (Type 5 Record) which is saved from run to run.'''
| |
| − | :Set correct Service Class code (200/220) in Type 5 and Type 8 records depending on whether the "Include Company Debit Record" checkbox is checked.
| |
| − |
| |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2021-R2 version (MI, MN, MS, NM, VT states).'''
| |
| | | | |
| | ===Services=== | | ===Services=== |
| | | | |
| − | Device Aggregator
| + | ====Application Server==== |
| − | :Fix issue (introduced in 3.6.17) where aggregator stops accepting commands from clients/device servers if one or more companies have not yet been upgraded to the current DB version.
| |
| − | | |
| − | ==Build 3.6.22 - 1/3/2021== | |
| − | | |
| − | ===Accounts Receivable Module=== | |
| | | | |
| − | A/R Import Tickets
| + | :'''Add warning for C/M transaction data errors related to online payments when upgrading the company database.''' |
| − | :Fix exception "Operation violates CHECK constraint Z$ARTPTKHD_CHK_DOC_FLAG on view or table Z$ARTPTKHD" when importing batch tickets (introduced in 3.6.21.)
| |
| | | | |
| − | ==Build 3.6.21 - 12/29/2020==
| |
| | | | |
| − | '''<i>WARNING:</i>''' When logging into a company for the first time after installing this update, the database will be upgraded. This process may take as long as 30 minutes depending on the amount of sales history. Be sure to allow enough time to complete the database upgrade.
| + | ====KServer External AICrete API v2==== |
| | | | |
| − | ===Dispatch Module===
| + | :'''Added orders endpoint.''' |
| | + | :'''Rolled tickets endpoints into batchresults endpoints.''' |
| | | | |
| − | Dispatch Ticket Printing
| |
| − | :Recalculate SubTotal/TaxTotal prior to checking pre-pay balance.
| |
| − | :'''Add "Batch Job Id" to Job Id dropdown.'''
| |
| | | | |
| − | Export Tickets to Accounting
| + | ====KServer External Quadrel API v2==== |
| − | :Fix EXF export issue with detail level calculated fields not positioning to the correct record during export (introduced in 2.5.24.)
| |
| | | | |
| − | ===Ticketing Module===
| + | :'''New API for Quadrel.''' |
| | | | |
| − | Ticketing Ticket Printing
| |
| − | :'''Add "Batch Job Id" to Job Id dropdown.'''
| |
| | | | |
| − | ===A/P Module=== | + | ====KServer External SalesInsight API v2==== |
| | | | |
| − | Print A/P 1099 Forms
| + | :'''Reworked endpoints.''' |
| − | :'''1099-MISC form updated for 2020 changes.''' | |
| − | :'''Add 1099-NEC form (new for 2020.)'''
| |
| | | | |
| − | Select Invoices for Payment
| + | :Fix performance issue with query in "ticketsbyjob" endpoint. |
| − | :'''Add system option to restrict invoices shown to the current user (contact support if you need this feature.)''' | |
| − | :'''Add "User Id" as an optional grid field.'''
| |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Payroll Tax Library
| + | ====KServer External SlabStack API v1==== |
| − | :'''Updated to 2021-R1a version (IL, ND, NJ, OR, RI states.)'''
| |
| | | | |
| − | ===Document Imaging Module===
| + | :'''New API for Slabstack.''' |
| | | | |
| − | Doc System Maintenance
| |
| − | :Fixed DB Type edit box to be left aligned.
| |
| − | :Fixed edit field tab order.
| |
| − | :Changed Password field to use password edit style (dots instead of actual characters.)
| |
| | | | |
| − | Link Documents
| + | ====KServer Keystone Online Back Office API==== |
| − | :Fix FindSourceDoc method to use DOC_FLAG for ticket tables.
| |
| − | :Check for void invoices when linking documents to sales history.
| |
| | | | |
| − | ===Services===
| + | :Fix coalesce FeeAmt errors in "CustomerPayment" endpoint. |
| | | | |
| − | Application Server
| |
| − | :'''Add DOC_FLAG field to ARTTCKHD and ARTSLSHD tables.'''
| |
| − | :Document Imaging: Handle MSSQL date as YYYY-MM-DD or standard format.
| |
| − | :Document Imaging: Handle integer conversion errors, treat as zero.
| |
| − | :Document Imaging: Fix document path appending to increment PathId.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====KServer Windows Client A/R API==== |
| − | :Driver API: Change "updatetck" and "updatesls" queries in "ticket" endpoint to set DOC_FLAG to Y.
| |
| − | :'''Windows Client Document Imaging API: Add "doclinklist" endpoint to assist company DB upgrade.'''
| |
| | | | |
| − | ==Build 3.6.20 - 12/11/2020==
| + | :'''Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.''' |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Schedule
| + | ====Keystone REST Server (KServer)==== |
| − | :'''Add ability to automatically place an order on Hold after a specific load is ticketed.'''
| |
| | | | |
| − | ===Payroll Module===
| + | :'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.''' |
| | | | |
| − | Tax Library
| |
| − | :'''Updated to 2020-R12a version.'''
| |
| | | | |
| − | ===General=== | + | ====KServer Dispatch API v2==== |
| | | | |
| − | Company Database
| + | ====KServer Keystone Online Customer Portal API==== |
| − | :'''Upgraded to version 20.08.'''
| |
| | | | |
| − | ===Services===
| + | :Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints. |
| | | | |
| − | Application Server
| + | ==Release 5.3.2.0 - 7/10/2026== |
| − | :'''Call KServer Contact Event API when Web Access enabled for a customer contact.'''
| |
| − | | |
| − | Device Aggregator
| |
| − | :'''Add Contact Event device support.'''
| |
| − | :'''Add GPSID support when recording truck status.'''
| |
| − | | |
| − | Device Server
| |
| − | :'''Add Contact Event device support.'''
| |
| − | :'''Add GPSID support when recording truck status.'''
| |
| − | :'''Oshkosh Status device: Add MaxPourMins configuration parameter.'''
| |
| − | :'''Oshkosh Status device: Use AssetReportEventId to determine which statuses have been processed.'''
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Add Contact Event device support.'''
| |
| − | :'''Keystone Online Customer Portal API: Add CustomerJobs endpoint.'''
| |
| − | :Keystone Online Customer Portal API: Exclude void invoices in CustomerInvoices endpoint.
| |
| − | :'''Keystone Online Customer Portal API: Modify CustomerInvoices endpoint to return DiscountDate/DiscountAmt fields (if applicable.)'''
| |
| − | :Stonemont QC API: Fix "xbatchresults" endpoint query to query all plant types when looking up tickets.
| |
| − | | |
| − | ==Build 3.6.19 - 11/6/2020== | |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | End of Day<BR>
| + | ====Void Tickets==== |
| − | Re-Transfer Tickets
| |
| − | :'''Add batch weights to CDS export.'''
| |
| | | | |
| − | Export Tickets to Accounting
| + | :Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.) |
| − | :'''Add support for Sage-50 ticket export.'''
| |
| − | :'''Add batch weights to CDS export.'''
| |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | Import Tickets
| + | ===Quote Module=== |
| − | :'''Import batch weights when importing remote tickets in CDS format.'''
| |
| − | | |
| − | Plant Maintenance
| |
| − | :Only include ticket forms on "Ticket Form" dropdown list.
| |
| − | | |
| − | Ticket Maintenance
| |
| − | :Fix "Field TABLE_ID not found" and "Field CALC_BATCHWEIGHTS not found" exceptions when printing a ticket.
| |
| − | | |
| − | ===Accounts Payable Module=== | |
| | | | |
| − | 1099 Class Maintenance
| + | ====Quote Maintenance==== |
| − | :'''Add "1099-NEC" to form dropdown list.'''
| |
| | | | |
| − | ===Payroll Module===
| + | :UI Issue: Widened Quote Id column to show the entire Quote Id. |
| | | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R11 version.'''
| |
| | | | |
| | ===General=== | | ===General=== |
| | | | |
| − | Form Reports
| + | ====Windows Client==== |
| − | :'''Add "code 128" barcode support for Okidata and Epson dot-matrix printers.'''
| |
| − | :'''Add ability to specify exact shading color for boxes and printer margins in forms.'''
| |
| − | | |
| − | System Menu
| |
| − | :'''The "Re-Print Tickets" option has been moved from the A/R Sales Analysis menu to the A/R Invoicing menu.'''
| |
| − | | |
| − | ===Services=== | |
| − | | |
| − | Device Server
| |
| − | :'''Add TIMEOUT device parameter for cloud-based devices.'''
| |
| − | :'''Add support for Oshkosh Status interface (final.)'''
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :Fix exception when restoring a database backup from a remote ticketing system during import tickets.
| |
| − | | |
| − | ==Build 3.6.18 - 10/9/2020== | |
| − | | |
| − | ===Dispatch Module===
| |
| − | | |
| − | Driver Time/Yardage Analysis Report
| |
| − | :'''Add "Truck Id" selection.'''
| |
| − | :'''Show Driver Name next to Driver Id on report.'''
| |
| − | | |
| − | Truck Demand Graph
| |
| − | :Fix consolidated graph not reporting data in proper time slots.
| |
| − | | |
| − | ===Payroll Module===
| |
| − | | |
| − | Calculate Payroll
| |
| − | :'''Added new SYSVARs to payroll formulas: CHKDATE, PDBEGIN, PDEND.'''
| |
| | | | |
| − | ===General===
| + | :Fix exception "EFCreateError: Cannot create file--The process cannot access the file because it is being used by another process" when loading/saving custom grid layouts. |
| | | | |
| − | Form Maintenance
| |
| − | :Fix Preview so form images render on the previewed form.
| |
| | | | |
| | ===Services=== | | ===Services=== |
| | | | |
| − | Device Aggregator
| + | ====Device Aggregator==== |
| − | :'''Send Temper, Trim, Truck and Manual water to notify devices as extra ingredients.'''
| |
| − | | |
| − | Device Server
| |
| − | :'''Add Unit of Measure to Load Size, Cumul Qty, Order Qty and ingredients (notify batch weights devices.)'''
| |
| − | :'''Add SHOWWATERTEMPER, SHOWWATERTRIM, SHOWWATERTRUCK and SHOWWATERMANUAL device configuration parameters to control presentation of miscellaneous waters (notify batch weights devices.)'''
| |
| − | | |
| − | ==Build 3.6.17 - 9/28/2020== | |
| − | | |
| − | ===Dispatch Module===
| |
| − | | |
| − | Order Maintenance
| |
| − | :'''Add "Mix Multiplier" Auto Qty type processing for products.'''
| |
| − | :No longer generates Field Change events when the Product Id is changed.
| |
| − | :Fix Product Add order event to report new Product Id.
| |
| − | :'''Generate Product Add order event when existing comment changed to product.'''
| |
| − | :'''Generate Product Delete event when existing product changed to comment.'''
| |
| − | :When using the Quick Order function from the Dispatch Schedule, do not show the "Ticket Copies" edit box at startup.
| |
| − | :'''Contacts grid layout will now save customizations from run to run.'''
| |
| − | :'''Added "Src" as an optional contacts grid field.'''
| |
| − | :Improved identification of customer/job contacts.
| |
| − | | |
| − | Schedule
| |
| − | :Disable automatic refresh of the schedule when the PC enters sleep mode.
| |
| − | :Fix scale weights not reading properly.
| |
| − | | |
| − | Ticket Maintenance
| |
| − | :'''Add "Pre-Loaded Water" columns to Batch Weights grid.'''
| |
| − | | |
| − | Ticket Printing
| |
| − | :When creating ticket from order, calculate quantity for "Mix Multiplier" auto qty type correctly.
| |
| − | :Fix scale weights not reading properly.
| |
| − | | |
| − | Truck Demand Graph
| |
| − | :Fix weird behavior of series checkboxes.
| |
| − | | |
| − | ===Ticketing Module===
| |
| − | | |
| − | Order Maintenance
| |
| − | :'''Contacts grid layout will now save customizations from run to run.'''
| |
| − | :'''Added "Src" as an optional contacts grid field.'''
| |
| − | :Improved identification of customer/job contacts.
| |
| − | | |
| − | Order Stack
| |
| − | :Disable automatic refresh of the order stack when the PC enters sleep mode.
| |
| − | :Fix scale weights not reading properly.
| |
| − | | |
| − | Ticket Printing
| |
| − | :When creating ticket from order, calculate quantity for "Mix Multiplier" auto qty type correctly.
| |
| − | :Fix scale weights not reading properly.
| |
| − | | |
| − | ===Accounts Receivable Module===
| |
| − | | |
| − | A/R Inquiry
| |
| − | :'''Apply all grid column filters when using the "Forms" dropdown button to print the statement.'''
| |
| − | :'''Apply all grid column filters when using the "Print" button to print the customer invoice history report.'''
| |
| − | | |
| − | Cash Posting
| |
| − | :'''Apply all grid column filters when using the "Forms" dropdown button to print the statement.'''
| |
| − | | |
| − | Job Price Maintenance
| |
| − | :'''Contacts grid layout will now save customizations from run to run.'''
| |
| − | :'''Added "Src" as an optional contacts grid field.'''
| |
| − | :Improved identification of customer contacts.
| |
| − | | |
| − | Month/Year End Processing
| |
| − | :Recalculate customer A/R balances as needed.
| |
| − | | |
| − | Prepare Remote Ticketing Data
| |
| − | :'''Add GLTACNRMCA table to list of tables to be exported.'''
| |
| − | | |
| − | Product Class Maintenance
| |
| − | :'''Add "Mix Multiplier" as a Default Auto Qty type.'''
| |
| − | | |
| − | Product Maintenance
| |
| − | :'''Add "Mix Multiplier" as an Auto Qty type.'''
| |
| − | | |
| − | Ticket Maintenance
| |
| − | :'''Add "Pre-Loaded Water" columns to Batch Weights grid.'''
| |
| − | | |
| − | Truck Maintenance
| |
| − | :'''Add "Seq No" as an optional GPS status grid field.'''
| |
| − | :When two statuses have the same time, sort them in the order originally processed on the GPS status grid.
| |
| − | | |
| − | Void Invoice
| |
| − | :When voiding and reopening tickets, re-link the document images and batch weights to the new tickets.
| |
| − | | |
| − | ===Quote Module=== | |
| | | | |
| − | Quote Maintenance
| + | :Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.) |
| − | :'''Contacts grid layout will now save customizations from run to run.''' | |
| − | :'''Added "Src" as an optional contacts grid field.'''
| |
| − | :Improved identification of customer/prospect contacts.
| |
| | | | |
| − | ===Accounts Payable Module===
| + | :Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started. |
| | | | |
| − | A/P ACH Export<BR>
| |
| − | Re-Export A/P ACH
| |
| − | :Fix report to include correct A/P detail.
| |
| − | :'''Print user-entered parameters at the top of the first report page.'''
| |
| | | | |
| − | Re-Export A/P ACH
| + | ====KServer Windows Client Device API v2==== |
| − | :Fix query filtering to exclude ACH transactions that were never previously exported.
| |
| | | | |
| − | ===Payroll Module===
| + | :Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices. |
| | | | |
| − | Calculate Payroll
| |
| − | :'''Add ability to specify the period value for SUMDEFTYPE payroll formula operation.'''
| |
| | | | |
| − | Employee Maintenance
| + | ====Keystone REST Server (KServer)==== |
| − | :When adding an employee event, automatically fill in the "User Id" field.
| |
| | | | |
| − | Payroll ACH Export<BR>
| + | :'''Add improved version of database event/version manager (coming soon.)''' |
| − | Re-Export Payroll ACH
| |
| − | :'''Print user-entered parameters at the top of the first report page.''' | |
| | | | |
| − | Re-Export Payroll ACH
| + | :'''Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.''' |
| − | :Fix query filtering to exclude ACH transactions that were never previously exported. | |
| | | | |
| − | Tax Library
| + | ==Release 5.3.1.0 - 7/2/2026== |
| − | :'''Updated to 2020-R10 version.'''
| |
| − | | |
| − | ===General=== | |
| − | | |
| − | Company Database
| |
| − | :Fix CMPTRX_ACCTBAL procedure to include void/reversal transactions.
| |
| − | | |
| − | Email Validation
| |
| − | :Allow email addresses with special characters in the first part of the email address.
| |
| − | | |
| − | System Menu
| |
| − | :'''Change menu item sequence on A/R File Maintenance and A/R File List menus to: Group Prices, Customer Prices, Job Prices to match the pricing hierarchy.'''
| |
| − | | |
| − | System Option Maintenance
| |
| − | :For Email SSL Method, add TLS V1.1 and TLS V1.2 options to the dropdown.
| |
| − | | |
| − | ===Services===
| |
| − | | |
| − | Device Aggregator
| |
| − | :'''Add "IGNORELOADTIME" batch control device parameter to ignore Load Time within batch results.'''
| |
| − | :Delay accepting connections from device servers until all device threads have been created and initialized.
| |
| − | :'''Process "Pre-Loaded Water" when processing batch results.'''
| |
| − | | |
| − | Device Server
| |
| − | :'''Add Latitude/Longitude support for RoadKing GPS.'''
| |
| − | :'''Add ability to hide "% Error" detail column when emailing batch weights / sending batch weights to Keystone Online.'''
| |
| − | :'''Add ability to read "Pre-Loaded Water" from Rex batch results.'''
| |
| − | :'''Add support for Oshkosh Status interface (preliminary.)'''
| |
| − | :When sending SMTP email, log an error event when one of the recipients fails and attempt to continue.
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :KServer FX API: Fix "tickettimes" query in "dispatchtime" endpoint to filter on Mix product type.
| |
| − | | |
| − | ==Build 3.6.16 - 8/5/2020==
| |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Dispatch Reprint Tickets
| + | ====On Hand Inquiry==== |
| − | :'''Add "Order Id" selection criteria.'''
| |
| − | :'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
| |
| − | :Fix preview to show correct weighmaster signature image.
| |
| − | | |
| − | Dispatch Schedule
| |
| − | :Improve data load time for the schedule grid.
| |
| − | :Fix midnight cross-over issues where some orders/loads would not appear on the correct day.
| |
| − | | |
| − | Dispatch Ticket Printing
| |
| − | :Fix issue where backspacing out the Amount Tendered value would leave the first digit and use that as the Amount Tendered.
| |
| − | | |
| − | ===Ticketing Module=== | |
| − | | |
| − | Ticketing Reprint Tickets
| |
| − | :'''Add "Order Id" selection criteria.'''
| |
| − | :'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
| |
| − | :Fix preview to show correct weighmaster signature image.
| |
| − | | |
| − | Ticketing Ticket Printing
| |
| − | :Fix issue where backspacing out the Amount Tendered value would leave the first digit and use that as the Amount Tendered.
| |
| − | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Delivery Truck Log Report
| + | :Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once. |
| − | :Fixed to include only delivery products and non-void tickets. | + | :UI Issue: Fix "Product Base" label so it isn't cutoff. |
| | | | |
| − | A/R Driver Maintenance
| + | :'''Add F4 search to "Product Base" field.''' |
| − | :Change "Employee No." field to "Employee Id." | |
| − | :Change "Emp Id" field on GPS tab to "Driver No."
| |
| | | | |
| − | A/R Reprint Tickets from History
| |
| − | :'''Add "Order Id" selection criteria.'''
| |
| − | :'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
| |
| − | :Fix preview to show correct weighmaster signature image.
| |
| | | | |
| − | ===Cash Management Module=== | + | ====Order Maintenance==== |
| | | | |
| − | C/M Import Transactions
| + | :Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.) |
| − | :Change confirmation message to "Save imported transactions batch?". | |
| | | | |
| − | C/M Post Imported Transactions
| |
| − | :Fix issue where transactions with certain transaction types would import with zero dollar amounts.
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | System Menu
| |
| − | :'''Display notification when a new Keystone version is available.'''
| |
| − | :Fix quick launch bar to properly launch Dispatch Ticket Printing on systems with both Dispatch & Ticketing.
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Device Server
| |
| − | :'''Add support for RoadKing GPS status device.'''
| |
| − | :'''Add support for RoadKing dispatch event device.'''
| |
| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :'''Add Keystone Online E-ticketing API.'''
| |
| − |
| |
| − | ==Build 3.6.15 - 7/17/2020==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Batch Weights Report
| |
| − | :'''Add mix product description lines 1 & 2.'''
| |
| − |
| |
| − | Dispatch Reprint Tickets
| |
| − | :'''Add user checkbox/dropdown list to override the plant's form settings and allow the user to select a specific ticket form.'''
| |
| − |
| |
| − | Dispatch Schedule
| |
| − | :Fix midnight cross-over issue where orders scheduled for tomorrow (just after midnight) would not show when the system clock is still today just before midnight.
| |
| − | :Changed default load lookahead value to 3 hours (previously was 24 hours.)
| |
| − |
| |
| − | Dispatch Void Ticket
| |
| − | :Include Order Id, Cust Id and Plant Id when sending notification to Keystone Online.
| |
| | | | |
| | ===Ticketing Module=== | | ===Ticketing Module=== |
| | | | |
| − | Ticketing Reprint Tickets
| + | ====On Hand Inquiry==== |
| − | :'''Add user checkbox/dropdown list to override the plant's form settings and allow the user to select a specific ticket form.'''
| |
| | | | |
| − | ===Accounts Receivable Module===
| + | :Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once. |
| − | | + | :UI Issue: Fix "Product Base" label so it isn't cutoff. |
| − | A/R Credit Card Pre-Approval
| |
| − | :Fix Access Violation exception when trying to print an order from the Edit Order window. | |
| − | | |
| − | A/R Import Tickets
| |
| − | :Fix issue where batch weights would not be linked to tickets once the tickets were imported to the office.
| |
| − | | |
| − | A/R Print Statements
| |
| − | :'''Add user checkbox option to Print Void Invoices.''' | |
| − | | |
| − | ===Cash Management Module===
| |
| − | | |
| − | C/M Transaction Entry<BR>
| |
| − | Enter C/M Balances
| |
| − | :Fix Access Violation exception after first transaction is entered. | |
| − | | |
| − | ===Payroll Module===
| |
| − | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R8a version.'''
| |
| | | | |
| − | ===General===
| + | :'''Add F4 search to "Product Base" field.''' |
| | | | |
| − | Company Database
| |
| − | :'''Add master table triggers to trim key fields in master tables when inserting/updating records (solves issues when importing data outside of Keystone.)'''
| |
| − | :'''Add table to track order complete notifications.'''
| |
| − | :Re-link existing tickets with associated batch weights due to A/R Import Tickets issue.
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Application Server
| |
| − | :Delete the associated GPS plant translation record when a plant is deleted.
| |
| − | :'''Send dispatch event when a truck is swapped on the schedule.'''
| |
| − |
| |
| − | Device Aggregator
| |
| − | :Use the "Load Time" from the batch results as the "Batch Start" time for the ticket.
| |
| − | :Use the current system time when processing batch results as the "Batch End" time for the ticket.
| |
| − |
| |
| − | Device Server
| |
| − | :'''Add support for JSON content in notification devices.'''
| |
| − | :'''Add support for default RootURL value for REST client devices.'''
| |
| − | :'''Add support for Keystone Online dispatch event API v2.'''
| |
| − | :'''Add LINKVERSION/PROTOCOLVERSION device configuration parameters.'''
| |
| − |
| |
| − | Keystone Web Server
| |
| − | :Changed default load lookahead value to 3 hours (previously was 24 hours.)
| |
| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :Fix to send dispatch event if there is no STATUS list setup for the dispatch event device.
| |
| − | :KServer Driver API: Fix issue where driver could not retrieve a ticket on the tablet for an order scheduled for tomorrow (just after midnight) that is shipped today just before midnight.
| |
| − | :'''KServer Driver API: Add automatic process to send order complete notifications after a certain period of time (default is one hour.)'''
| |
| − | :Keystone Online Customer Portal API: Changed default load lookahead value to 3 hours (previously was 24 hours.)
| |
| − | :Dispatch API v1: Changed default load lookahead value to 3 hours (previously was 24 hours.)
| |
| − | :Dispatch API v2: Changed default load lookahead value to 3 hours (previously was 24 hours.)
| |
| − | :'''Windows Client Device API v2: Add automatic process to return loads that were never returned after a certain period of time (default is 2 hours after projected return time.)'''
| |
| − |
| |
| − | ==Build 3.6.14 - 6/20/2020==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Order Maintenance
| |
| − | :'''Show credit card approval code in CC Auth status box when status is "Approved."'''
| |
| − |
| |
| − | Dispatch Schedule<BR>
| |
| − | Dispatch Ticket Printing
| |
| − | :'''Support new "Weighed Volume" U/M type.'''
| |
| − |
| |
| − | Dispatch Ticket Printing
| |
| − | :Fix missing truck fields when printing ticket (ex: VIN_NUMBER.)
| |
| − |
| |
| − | ===Ticketing Module===
| |
| − |
| |
| − | Ticketing Order Stack<BR>
| |
| − | Ticketing Ticket Printing
| |
| − | :'''Support new "Weighed Volume" U/M type.'''
| |
| − |
| |
| − | Ticketing Ticket Printing
| |
| − | :Fix missing truck fields when printing ticket (ex: VIN_NUMBER.)
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | A/R Import Tickets
| + | ====Products Maintenance==== |
| − | :'''Add ability to copy Doc Link when importing remote tickets.'''
| |
| − | | |
| − | | |
| − | A/R Quick Ticket Entry<BR>
| |
| − | A/R Ticket Maintenance
| |
| − | :'''Support new "Weighed Volume" U/M type.'''
| |
| − | | |
| − | ===Payroll Module=== | |
| − | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R7 version.'''
| |
| | | | |
| − | ===General===
| + | :Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.) |
| | | | |
| − | Company Database
| |
| − | :Fix ARP_TICKETS procedure to properly handle empty salesperson field.
| |
| − | :Fix existing A/P invoices: copy the 1099 Class from original invoice to reversal invoice.
| |
| | | | |
| − | ===Services=== | + | ====Sales Tax Report (Month End)==== |
| | | | |
| − | Application Server
| + | :Add checkbox option to "Include Tax for Begin Balance Invoices." |
| − | :'''Add special plant suffix when sending dispatch events.''' | |
| − | :Fix A/P Void Invoice to copy the 1099 Class from original invoice to reversal invoice.
| |
| − | :Prevent field overflow exception when batch status message is longer than 80 characters.
| |
| | | | |
| − | Device Server
| |
| − | :'''Add missing tickets message to order complete notification email if some tickets do not have an associated PDF document.'''
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Void Invoice==== |
| − | :'''Always send notify order complete command even if some tickets do not have an associated PDF document.'''
| |
| − | :Fix plant ticket lookup to look back a maximum of 90 days.
| |
| − | :'''GRS API: Add "activetrucksbyorder" endpoint.'''
| |
| | | | |
| − | ==Build 3.6.13 - 5/28/2020==
| + | :Fix exception "EOleException: Unsupported feature" when voiding an invoice (introduced in 5.3.) |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Detailed Yardage Report
| + | ====Cash Posting Register==== |
| − | :'''Add blank line after between jobs when job subtotal not printed.'''
| |
| | | | |
| − | Dispatch Order Maintenance
| + | ====Cash Posting Register (Month End)==== |
| − | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
| |
| | | | |
| − | Dispatch Schedule
| + | :Fix issue where the Bank Deposit would (sometimes) not be included in the A/R Cash Posting Register (introduced in 4.7.) |
| − | :The order maintenance window now opens faster than previously when adding/editing an order. | |
| | | | |
| − | ===Ticketing Module===
| |
| | | | |
| − | Ticketing Order Maintenance
| + | ===Accounts Payable Module=== |
| − | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
| |
| − | | |
| − | ===Accounts Receivable Module=== | |
| | | | |
| − | A/R Credit Card Preapprovals
| + | ====Check Register (Month End)==== |
| − | :'''Maintain order grid position after editing order, accepting changes or cancelling changes.'''
| |
| − | :'''Add status message to indicate whether changes were saved or discarded.'''
| |
| − | :'''Improve performance when orders are loaded and when changes are saved.'''
| |
| − | :The order maintenance window now opens faster than previously when editing an order.
| |
| | | | |
| − | A/R Customer Maintenance<BR>
| + | :'''Add "Session No." sequence option.''' |
| − | A/R Inquiry
| |
| − | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)''' | |
| | | | |
| − | A/R Job Price Maintenance
| |
| − | :'''Prevent entry of invalid email address in Contacts grid and on Email Job dialog (existing invalid email address will be highlighted.)'''
| |
| | | | |
| − | ===Quote Module=== | + | ====Check Register==== |
| | | | |
| − | Quote Maintenance
| + | ====Check Register (Month End)==== |
| − | :'''Prevent entry of invalid email address in Contacts grid and on Email Quote dialog (existing invalid email address will be highlighted.)'''
| |
| − | :When adding a new quote, load contacts from the prospect/customer into the Contacts grid.
| |
| − | :When booking a job, copy the quote-specific contacts to the job.
| |
| − | :When booking a job to a new customer, update the quote-specific contacts to the new customer.
| |
| − | :Fix issue where quote-specific contacts for a new quote were not visible.
| |
| | | | |
| − | Quote Prospect Maintenance
| + | :The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column. |
| − | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)''' | + | :When printing the Summary report, the "Inv Bal" column is no longer printed. |
| | + | :When printing the Detail report, the "Inv Bal" column is no longer totalled. |
| | | | |
| − | ===Accounts Payable Module===
| |
| − |
| |
| − | A/P Vendor Maintenance
| |
| − | :'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
| |
| − |
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Payroll Employee Maintenance
| |
| − | :'''Prevent entry of invalid email address (existing invalid email address will be highlighted.)'''
| |
| | | | |
| | ===General=== | | ===General=== |
| | | | |
| − | System Menu
| + | ====Company Database==== |
| − | :'''Custom menu options may now be placed into the company database.'''
| |
| − | :Fix error message when menu is closed with Dispatch Schedule window open.
| |
| − | | |
| − | ===Services=== | |
| − | | |
| − | Application Server
| |
| − | :'''Add "DOC_LINK" field when sending dispatch events.'''
| |
| − | :Fix to send order complete notification when order status manually set to Complete.
| |
| − | | |
| − | Device Server
| |
| − | :'''Add "TicketKey" field when sending dispatch events to Keystone Online.'''
| |
| − | :Fix date/time conversion when sending dispatch events to Keystone Online.
| |
| − | | |
| − | Keystone REST Server
| |
| − | :Fix date/time conversion to properly handle Stonemont date/time format (introduced in 3.6.12.)
| |
| − | | |
| − | ==Build 3.6.12 - 5/15/2020==
| |
| − | | |
| − | ===Dispatch Module===
| |
| − | | |
| − | Dispatch Batch Weights Report<BR>
| |
| − | Dispatch End of Day<BR>
| |
| − | Dispatch Re-transfer Tickets
| |
| − | :Use BW_RECKEY to link batch weights with tickets.
| |
| − | | |
| − | Dispatch Order Maintenance
| |
| − | :'''Add ability to copy Contacts from contacts grid when copying an order.'''
| |
| − | | |
| − | ===Ticketing Module===
| |
| − | | |
| − | Ticketing End of Day<BR>
| |
| − | Ticketing Re-transfer Tickets
| |
| − | :Use BW_RECKEY to link batch weights with tickets.
| |
| − | | |
| − | ===Accounts Receivable Module===
| |
| − | | |
| − | A/R Import Tickets
| |
| − | :When importing remote tickets clear the DOC_LINK and BW_RECKEY ticket fields.
| |
| − | | |
| − | A/R Job Price List
| |
| − | :'''Add ability to select job form from drop-down list if there is more than one job form available.'''
| |
| − | | |
| − | A/R Job Price Maintenance
| |
| − | :'''Add ability to email/preview the job price form.'''
| |
| − | :'''Add drop-down list of available forms to Preview/Print/Email buttons.'''
| |
| − | | |
| − | ===Quote Module===
| |
| | | | |
| − | Quote Maintenance
| + | :'''Updated to version 28.06.''' |
| − | :'''Add ability to select quote form from drop-down list on Preview button.''' | |
| | | | |
| − | ===Cash Management Module===
| |
| | | | |
| − | C/M Statement Reconciliation
| + | ====Windows Client==== |
| − | :Revert change made in version 3.6.6.5 so the transaction list once again includes voids/reversals.
| |
| | | | |
| − | ===Payroll Module===
| + | :Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme. |
| | | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R6 version.'''
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | Query Export
| |
| − | :Use server time zone when exporting times in JSON format.
| |
| | | | |
| | ===Services=== | | ===Services=== |
| | | | |
| − | Application Server | + | ====Application Server==== |
| − | :Set BATCH_END_DT properly in ticket table when batch results are processed and the truck's current status is not Begin Load.
| |
| | | | |
| − | Device Aggregator
| + | :When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets. |
| − | :When processing batch weights use LoadDT from batch results when looking up tickets. | |
| − | :When processing batch weights establish BW_RECKEY link between batch weights and ticket.
| |
| | | | |
| − | Device Server
| |
| − | :'''Add SMTP batch control device (ticket notification for concrete and aggregate plants.)'''
| |
| − | :'''Add SendGrid email support for batch weights and order complete notifications.'''
| |
| − | :Include "OrderId" field when sending dispatch events to Keystone Online.
| |
| | | | |
| − | Keystone REST Server
| + | ====Device Aggregator==== |
| − | :'''Add GRS Legacy API.'''
| |
| − | :Use BW_RECKEY to link batch weights with tickets.
| |
| − | :'''Add ability to specify time zone conversion by API and endpoint.'''
| |
| − | :Fix exception when processing body content that contained an array.
| |
| − | :Fix "Argument Out of Range" exception when processing JSON array.
| |
| − | :Fix REST client link to consider HTTP status codes between 200-299 as success.
| |
| − | :Do not apply a time zone offset when the date/time value contains only a date.
| |
| − | :'''Driver API: Add "batwtcontacts" and "ordcompcontacts" to truckticketinfo endpoint.'''
| |
| − | :Driver API: Improve efficiency of "contacts" and "tickets" queries in notifyordercomplete endpoint.
| |
| − | :Driver API: Fix notifyordercomplete and truckticketinfo endpoints to check ACTIVE_FLAG on all master tables.
| |
| − | :'''FX API: Add "matreqday" result array to materialrequiredbyhour endpoint.'''
| |
| − | :GRS API: Fix calculation of "timeInCurrentStatus" field.
| |
| − | :GRS Legacy API: Fix calculation of "timeInCurrentStatus" field.
| |
| − | :Quote API: Use server local time zone on time fields.
| |
| − | :Quote API: Fix syntax error in calc expression for WonLostDate field in Quote PUT endpoint.
| |
| − | :Stonemont QC API: Revert defaults for "begindate" and "enddate" parameters for xbatchresults, xbatchresultlist and xbatchresultscondensed endpoints.
| |
| | | | |
| − | ==Build 3.6.11 - 4/24/2020==
| + | :'''When processing batch results, attempt to determine Load Date using associated Ticket Date, fall back to System Date if no associated ticket is found.''' |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Order Maintenance
| + | ====Device Server==== |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| − | :Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
| |
| | | | |
| − | Dispatch Ticket Maintenance
| + | :'''ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.''' |
| − | :Fix Batch Weights grid to filter based on Ticket Date. | |
| | | | |
| − | ===Ticketing Module===
| + | :'''Add "KServer" GPS status device.''' |
| | | | |
| − | Ticketing Order Maintenance
| |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| − | :Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
| |
| − |
| |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Customer Maintenance<BR>
| + | ====KServer External AICrete API v1.1==== |
| − | A/R Job Price Maintenance
| |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| | | | |
| − | A/R Email Invoices
| + | :'''New AICrete API which uses Keystone Relay.''' |
| − | :Significant reduction in size of PDF attachment when printing/emailing invoice that includes E-Ticket PDFs. | |
| | | | |
| − | A/R Print Invoices<BR>
| |
| − | A/R Reprint Invoices
| |
| − | :Eliminate Product Summary group header printing at top of ticket document page.
| |
| | | | |
| − | A/R Sales Tax Rate Maintenance
| + | ====KServer Keystone Online GPS API==== |
| − | :Fix exception "EDBClientError" (Key violation) when adding another locality rate where at least one already exists.
| |
| | | | |
| − | ===Quote Module===
| + | :'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.''' |
| | | | |
| − | Quote Maintenance<BR>
| |
| − | Quote Prospect Maintenance
| |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| | | | |
| − | ===General=== | + | ====Keystone REST Server (KServer)==== |
| | | | |
| − | DataScope<BR>
| + | :'''Add ability to send GPS status information to the Device Aggregator.''' |
| − | Query Export
| |
| − | :Fix so DELETE key deletes the query after confirmation (just like CTRL+DELETE does.) | |
| − | :Fix "Missing data provider or data packet" when running a multi-company query for the second time within a session.
| |
| | | | |
| − | Reports
| |
| − | :When previewing a single item report, always display the Select Printer dialog before printing.
| |
| − | :Fix reports that run through KServer to properly handle parameters containing spaces (for example, Job Ids.)
| |
| | | | |
| − | System Menu
| + | ====KServer External AICrete API==== |
| − | :When processing a pending Keystone update, display an error message if the update file no longer exists on the server.
| |
| | | | |
| − | ===Services=== | + | ====KServer External AICrete API v1.1==== |
| | | | |
| − | Application Server
| + | :Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices. |
| − | :'''Trigger Order Complete notification when order status changed to Completed.''' | |
| | | | |
| − | Device Aggregator
| + | ==Release 5.3.0.0 - 6/17/2026== |
| − | :'''Trigger Order Complete notification when processing batch results.'''
| |
| − | :When processing batch results use Load Date/Time from batch results as the ticket "Batch End Date/Time" value.
| |
| − | | |
| − | Device Server
| |
| − | :'''Add "SSLMethod" device parameter to SMTP client link.'''
| |
| − | :'''Add SMTP Email Order Complete notification device.'''
| |
| − | :'''Add Truck Number to batch weights notification email.'''
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :Fix SetPostDataParams to set URI defined parameters from PostData only if the URI parameter value is not specified.
| |
| − | :Dispatch API V2: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Keystone Online Customer Portal API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Stonemont QC API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Windows Client Dispatch API V2: Fix "rdmDISchedule/cdsDIAvailTrucks" endpoint to keep BEG_DRIVER_DT and END_DRIVER_DT parameter values as-is (do not apply StartOfTheDay/EndOfTheDay functions.)
| |
| − | | |
| − | ==Build 3.6.10 - 4/10/2020== | |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Dispatch Order Maintenance
| + | ====Driver Call-In Report==== |
| − | :'''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
| + | :'''Add "Customer Name" to the report.''' |
| − | :'''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=== | + | ====Email Orders==== |
| | | | |
| − | Ticketing Order Maintenance
| + | :Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.) |
| − | :'''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
| + | :'''Add "Cutoff Date" when selecting orders by customer. ''' |
| − | :'''Send truck's Owner Code to batch control.'''
| + | :'''Show "Delv Date" on the order grid.''' |
| − | :'''Send Plant Name, Address and Phone Number fields to batch control.''' | |
| − | :'''Send Batch Weight Notification email addresses to batch control.''' | |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Credit Review Report
| + | ====On Hand Inquiry==== |
| − | :'''New option added to the Accounts Receivable menu.'''
| |
| | | | |
| − | A/R Customer Maintenance
| + | :'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.''' |
| − | :'''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=== | + | ====Order Maintenance==== |
| | | | |
| − | Quote Maintenance
| + | :Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over. |
| − | :'''Add "Email Bwt" column to Contacts grid.''' | |
| | | | |
| − | Quote Prospect Maintenance
| + | :Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule. |
| − | :'''Add "Email Bwt" column to Contacts grid.''' | |
| | | | |
| − | ===Cash Management Module===
| + | :'''Add an order event when the "Reprice" function is used.''' |
| | | | |
| − | C/M Cash Flow Summary Report
| + | :'''Add "Sales Territory" field.''' |
| − | :'''New option added to the C/M Reports menu.''' | |
| | | | |
| − | ===General Ledger Module===
| + | :'''Add Email To Job and SMS To Job options to Contacts grid.''' |
| | | | |
| − | G/L Trial Balance by Month
| |
| − | :'''New option added to the G/L Reports menu.'''
| |
| | | | |
| − | ===Payroll Module=== | + | ====Schedule==== |
| | | | |
| − | Payroll Company Summary Report
| + | :'''When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.''' |
| − | :'''New option added to the Payroll Reports/Inquiries menu.''' | |
| | | | |
| − | Payroll Employee Summary Report
| + | :'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.''' |
| − | :'''New option added to the Payroll Reports/Inquiries menu.''' | |
| | | | |
| − | Payroll Tax Library
| + | :'''The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.''' |
| − | :Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.) | |
| | | | |
| − | ===Services===
| + | :'''Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.''' |
| | | | |
| − | Device Aggregator
| + | :Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers. |
| − | :'''Add ability to send ticket/batch weight information to multiple linked devices when processing batch weight results.''' | |
| | | | |
| − | Device Server
| + | :Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0). |
| − | :'''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)
| + | :'''Add "Customer Rating" as optional field on the schedule grid.''' |
| − | :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=== | + | ====Ticket Printing==== |
| | | | |
| − | Dispatch Schedule
| + | :'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)''' |
| − | :Sometimes a truck cannot be dragged onto an order. | |
| | | | |
| − | ===General===
| + | :'''Add (optional) display of Standard Cost in the Products grid.''' |
| | | | |
| − | Reports
| + | :Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job. |
| − | :'''Allow user to add additional attachments in the Send Email dialog.''' | |
| | | | |
| − | Windows Client
| + | :'''Add "Sales Territory" field.''' |
| − | :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
| + | ====Truck Demand Graph==== |
| − | :'''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==
| + | :'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.''' |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Reports
| + | ====Order Maintenance==== |
| − | :Exclude office tickets on Hold.
| |
| | | | |
| − | ===Accounts Receivable Module=== | + | ====Ticket Printing==== |
| − | | |
| − | 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 "Batch Operator Message" which will be sent to ULINK batch controls (field #81).''' |
| − | :'''Add "E-Ticket Form Type" field.''' | |
| | | | |
| − | ===General===
| + | :'''Add "Bill As Plant" field.''' |
| | | | |
| − | System Option Maintenance
| |
| − | :'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :Fix Access Violation exception for endpoints with non-SELECT queries.
| |
| − | :Avoid reprocessing Calc parameters during non-SELECT queries.
| |
| − | :Fix "Cannot open / define command, which does not return result sets" exception when running the cachegc query.
| |
| − | :'''Driver API: Add FormType field to truckticketinfo endpoint.'''
| |
| − | :FX API: Modify kpi and kpibymo endpoints to exclude office tickets on Hold.
| |
| − | :'''Quote API: Add Notes1, Notes2 fields to Quote calls.'''
| |
| − |
| |
| − | ==Build 3.6.7 - 3/20/2020==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Blank Time Fields Report<BR>
| |
| − | 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
| |
| − | :'''Add field change event when Ovr Load Size changed for a load.'''
| |
| − | :'''Add event when product is added, changed or deleted.'''
| |
| − | :'''Show customer credit warning based on Show Order Warning customer checkbox.'''
| |
| − |
| |
| − | Dispatch Order Time/Yardage Analysis Report
| |
| − | :'''Add Driver Id selection and print Driver Id on report.'''
| |
| − |
| |
| − | Dispatch Schedule
| |
| − | :Performance improvement: add database procedure to obtain schedule totals.
| |
| − | :Performance improvement: new schedule queries that mimic pre-3.6 versions.
| |
| − |
| |
| − | Dispatch Ticket Printing
| |
| − | :'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
| |
| − | :Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
| |
| − |
| |
| − | Dispatch Truck Demand Graph
| |
| − | :Graph data now obtained via KServer.
| |
| | | | |
| | ===Ticketing Module=== | | ===Ticketing Module=== |
| | | | |
| − | Ticketing Order Maintenance
| + | ====On Hand Inquiry==== |
| − | :'''Show customer credit warning based on Show Order Warning customer checkbox.'''
| |
| − | | |
| − | Ticketing Ticket Printing
| |
| − | :'''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
| |
| − | :Fix summary display of Qty and Order Qty to show decimal places.
| |
| − | | |
| − | A/R Cash Posting Register<BR>
| |
| − | A/R MTD Cash Posting Register
| |
| − | :'''Add Customer Class selection.'''
| |
| − | | |
| − | A/R Customer Maintenance
| |
| − | :'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.'''
| |
| | | | |
| − | A/R Import Tickets
| + | :'''Now works on Product Base so you can view the On Hand quantity for all plants at once.''' |
| − | :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>
| |
| − | A/R Ticket Maintenance
| |
| − | :'''Now defaults "Void Deleted Tickets" option to True.'''
| |
| | | | |
| − | A/R Plant Maintenance
| + | ====Order Maintenance==== |
| − | :'''Require access code to delete a plant.'''
| |
| | | | |
| − | A/R Print Statements
| + | :'''Add Email To Job and SMS To Job options to Contacts grid.''' |
| − | :Now prints void invoices that were voided after the statement date. | |
| | | | |
| − | A/R Product Sales Report
| |
| − | :The YTD Qty, Sales and Gross Profit columns have been widened.
| |
| | | | |
| − | A/R Summary Sales Report
| + | ====Order Stack==== |
| − | :'''Add Highest YTD Sales report sequence.'''
| |
| | | | |
| − | ===Quote Module===
| + | :'''When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.''' |
| | | | |
| − | Quote Maintenance
| + | :'''Increase the font size within the Delivery Instructions floating box to improve readability.''' |
| − | :'''Show Credit Status and indicate Blocked status in red color.''' | |
| | | | |
| − | ===Accounts Payable Module===
| |
| | | | |
| − | A/P Inquiry
| + | ====Ticket Printing==== |
| − | :'''Show P.O. Number on P.O. Receipts History grid.'''
| |
| | | | |
| − | A/P Select Invoices for Payment
| + | :'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)''' |
| − | :'''Add Description as an optional grid field.''' | |
| | | | |
| − | ===Cash Management Module===
| + | :Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job. |
| | | | |
| − | C/M Statement Reconciliation
| + | :'''Add (optional) display of Standard Cost in the Products grid.''' |
| − | :'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.''' | |
| − | :Exclude voids/reversals in transaction grid.
| |
| | | | |
| − | Enter C/M Balances
| |
| − | :No longer asks for offsetting G/L entries.
| |
| − |
| |
| − | Import C/M Transactions
| |
| − | :'''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
| |
| − | :'''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
| |
| − | :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
| |
| − | :Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | 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
| + | :'''Add "Fee Chg G/L" field to the Posting History grid.''' |
| − | :'''Save the Employer Email field from run to run.''' | |
| | | | |
| − | ===General===
| + | :'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."''' |
| | | | |
| − | DataScope<BR>
| |
| − | Query Export
| |
| − | :'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
| |
| | | | |
| − | Online (F1) Help
| + | ====Aged Trial Balance==== |
| − | :Fixed for internal help system changes.
| |
| | | | |
| − | Web Update
| + | :'''Add "Credit Manager" selection.''' |
| − | :Eliminate issue with SonicWall firewalls blocking Keystone web update. | |
| | | | |
| − | ===Services===
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Customer Prices List==== |
| − | :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 "Exp Date" field to report.''' |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Ticket Printing
| + | ====Customer Prices Maintenance==== |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Ticketing Module===
| + | :'''Add "Exp Date" field to price grid.''' |
| | | | |
| − | Ticketing Ticket Printing
| |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Customers Maintenance==== |
| | | | |
| − | ACA 1094/1095 Export
| + | :'''Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)''' |
| − | :'''Compliance testing for 2019 completed.''' | |
| | | | |
| − | Calculate Payroll
| + | :'''Add "SMS To Job" checkbox column to Contacts grid.''' |
| − | :'''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
| + | :'''Add "Credit Manager" field.''' |
| − | :'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).''' | |
| | | | |
| − | Payroll Timecard Maintenance
| + | :'''Add Email To Job option to Contacts grid.''' |
| − | :'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.''' | |
| | | | |
| − | Prepare Payroll
| + | :'''Add field change events for the customer address fields.''' |
| − | :'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.''' | |
| | | | |
| − | ===General===
| + | :'''Add function button to switch to A/R Inquiry for the current customer.''' |
| | | | |
| − | Automatic Products
| |
| − | :Significant performance improvement when processing Automatic Products.
| |
| | | | |
| − | Form Reports
| + | ====Divisions Maintenance==== |
| − | :'''Add ability to specify shading color for boxes on forms.'''
| |
| | | | |
| − | Windows Client Options
| + | :'''Add Company Info tab to support A/P 1099 by division.''' |
| − | :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===
| |
| | | | |
| − | Application Server
| + | ====Drivers Maintenance==== |
| − | :'''Add support for Federal 2020 W-4 payroll tax calculation formula.'''
| |
| − | :Include web contact, projected time and load number fields when sending to a Dispatch Event device.
| |
| | | | |
| − | Device Server
| + | :'''Add "Start Date" field.''' |
| − | :Include web contact, projected time and load number fields when sending to a Dispatch Event device. | |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Driver API: Add "driverinfo" endpoint.'''
| |
| | | | |
| − | ===Database=== | + | ====Email Invoices==== |
| | | | |
| − | Company Database
| + | :'''The "Email BCC" field on the Setup tab will now be remembered from run to run.''' |
| − | :'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.''' | |
| | | | |
| − | ==Build 3.6.4 - 12/23/2019==
| |
| | | | |
| − | ===Payroll Module=== | + | ====Invoiced Tickets List (Month End)==== |
| | | | |
| − | Payroll Tax Library
| + | :'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.''' |
| − | :'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).''' | |
| | | | |
| − | ===Services===
| |
| | | | |
| − | Application Server
| + | ====Job Prices Maintenance==== |
| − | :Support more than 32 processor cores when affinity mask configuration option not specified.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | :'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.''' |
| − | :Reduce lock contention for InterBase database connections. | |
| − | :Reduce lock contention for SQLite database connections.
| |
| | | | |
| − | ==Build 3.6.3 - 12/20/2019==
| + | :'''Add "Description" column to the Auto Products grid.''' |
| | | | |
| − | ===Dispatch Module===
| + | :'''Add "Sales Territory" field.''' |
| | | | |
| − | Dispatch End of Day<BR>
| + | :'''Add field change event for the C.O.D. field.''' |
| − | 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=== | + | ====Open Ticket Stack==== |
| | | | |
| − | Ticketing End of Day<BR>
| + | :'''Add "Bill As Plant" as an optional grid field.''' |
| − | Ticketing Re-Transfer Tickets
| |
| − | :'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. ''' | |
| | | | |
| − | Ticketing Order List
| + | :'''Add Void Reason as a mouse-over hint on the Ticket No. column.''' |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset." | |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Open Ticket Stack
| + | ====Print Invoices==== |
| − | :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
| + | :'''Add "Posted" indication in session log when invoices are posted.''' |
| − | :'''Bring down Ticket Time from previous line.''' | |
| | | | |
| − | A/R Sales Tax Rate Maintenance
| + | :'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.''' |
| − | :'''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
| + | ====Sales Territories List==== |
| − | :Reset grid column sorting/filtering after void.
| |
| | | | |
| − | ===Accounts Payable Module===
| + | :'''New option added to the A/R File List menu.''' |
| | | | |
| − | A/P Handwritten Check Entry
| |
| − | :Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
| |
| | | | |
| − | A/P Invoice Vouchering
| + | ====Sales Territories Maintenance==== |
| − | :'''Add "Select All" checkbox to P.O. Receipts tab.'''
| |
| | | | |
| − | A/P Vendor Maintenance
| + | :'''New option added to the A/R File Maintenance menu.''' |
| − | :'''Add Mobile phone number column to Contacts grid.''' | |
| | | | |
| − | ===General Ledger Module===
| |
| | | | |
| − | G/L Print Account Segments
| + | ====Salespeople Maintenance==== |
| − | G/L Source Code List
| |
| − | :Fix exception "EOleException: Internal Server Error" when running the report.
| |
| | | | |
| − | ===Job Cost Module===
| + | :'''Add sales territory grid.''' |
| | | | |
| − | J/C Import Transactions
| |
| − | :Do not write to C:\ERRORLOG.TXT at the end of the import.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Voided Tickets Report==== |
| | | | |
| − | Calculate Payroll
| + | :The Ticket Number will now properly show all 7 digits on the report. |
| − | :'''Support date value for company and employee factors.''' | |
| − | :'''Support date comparison in formulas.'''
| |
| | | | |
| − | Payroll Federal & State W-2 Export (Web Portal)
| |
| − | :'''Completed 2019 W-2 compliance testing.'''
| |
| | | | |
| − | Payroll Re-Print Direct Deposit Stubs
| + | ====A/R Inquiry==== |
| − | Payroll Re-Print Paychecks
| |
| − | :'''Add "Labor Class" to selection criteria.'''
| |
| | | | |
| − | Payroll Tax Library
| + | ====Cash Posting==== |
| − | :'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
| |
| | | | |
| − | Payroll Void Paychecks
| + | :'''Add "Unit Disc" field to Ticket History grid.''' |
| − | :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=== | + | ====A/R Inquiry==== |
| | | | |
| − | Dispatch Order Maintenance<BR>
| + | ====Cash Posting==== |
| − | 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
| + | ====Job Prices 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
| + | :'''Add Email To Job and SMS To Job options to Contacts grid.''' |
| − | :'''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
| |
| − | :Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
| |
| | | | |
| − | ===Ticketing Module=== | + | ====Cash Posting Register==== |
| | | | |
| − | Ticketing Order Maintenance<BR>
| + | ====Cash Posting Register (Month End)==== |
| − | 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===
| + | :The Bank Deposit now correctly reflects the Credit Card Fee charge amount. |
| − | | |
| − | 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
| + | ====Comparative Customer Sales==== |
| − | :'''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>
| + | ====Customer Sales History==== |
| − | 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
| + | ====Customer Sales by Job==== |
| − | :'''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
| + | ====Customer Sales by Product==== |
| − | :'''Default Ticket Time field to current system time when entering new tickets.'''
| |
| | | | |
| − | ===Quoting Module=== | + | ====Daily Plant Sales==== |
| | | | |
| − | Quote Prospect Maintenance
| + | ====Product Sales==== |
| − | :'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
| |
| | | | |
| − | ===Accounts Payable Module=== | + | ====Product Sales History==== |
| | | | |
| − | A/P Invoice Vouchering
| + | ====Product Sales by Customer==== |
| − | :When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
| |
| | | | |
| − | ===General Ledger Module=== | + | ====Summary Sales==== |
| | | | |
| − | G/L Transaction Entry
| + | :'''Add "Sales Territory" selection.''' |
| − | :When posting a batch, use the current User Id when creating the reversing batch. | |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Payroll ACA 1094/1095 Export
| + | ====Driver Report==== |
| − | :'''Updated for 2019 changes.'''
| |
| | | | |
| − | Payroll SUTA E-File Export
| + | ====Driver Report (Month End)==== |
| − | :'''Updated for 2020 changes (PA).'''
| |
| | | | |
| − | Payroll Tax Library
| + | :'''Add "Driver Name" to the report.''' |
| − | :'''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=== | + | ====Print Invoices==== |
| | | | |
| − | Setup Installer
| + | ====Re-Print Invoices==== |
| − | :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
| + | :'''When printing the product summary, list the mix product first.''' |
| − | :'''Add mouse wheel support to preview window.''' | |
| | | | |
| − | General
| |
| − | :Remove Database Connected indicator in the top right of every Keystone screen.
| |
| | | | |
| − | ===Services=== | + | ===Quote Module=== |
| | | | |
| − | Application Server
| + | ====Quote Maintenance==== |
| − | :Do not log the prepare remote data queries for the remote company database.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | :'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.''' |
| − | :'''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==
| + | :'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)''' |
| − | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Order Maintenance
| + | :'''Add "margin warning" to Cost Estimator.''' |
| − | :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
| + | :'''Add "Default Tkt/Ord Products" system option.''' |
| − | :'''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===
| + | :'''Add "Sales Territory" field.''' |
| | | | |
| − | Order Stack
| + | :Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened. |
| − | :Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions. | |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Customer Maintenance
| + | ====Prospect Maintenance==== |
| − | :'''Add Customer Color field to the Information tab.'''
| |
| − | :'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
| |
| | | | |
| − | A/R Driver Maintenance
| + | ====Quote Maintenance==== |
| − | :'''Add Driver Color field.'''
| |
| | | | |
| − | A/R Import Tickets
| + | :'''Add Email To Job and SMS To Job options to Contacts grid.''' |
| − | :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=== | | ===Accounts Payable Module=== |
| | | | |
| − | A/P Invoice Vouchering
| + | ====Email ACH Stubs==== |
| − | :Fix delay when scrolling up/down on the invoice grid.
| |
| − | | |
| − | ===Payroll Module=== | |
| | | | |
| − | Tax Library
| + | :The Status column in the grid will now always show the most recent email status. |
| − | :'''Updated to 2019-R11 version (MN.)''' | |
| | | | |
| − | ===General===
| |
| | | | |
| − | Reports
| + | ====Select Invoices for Payment==== |
| − | :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
| + | :The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled. |
| − | :Force KServer service start when updating the master application server. | |
| − | :Updated Visual C++ 2013 Runtime libraries.
| |
| | | | |
| − | ===Services===
| + | :'''On the Pay Invoice dialog you can now change the payment method.''' |
| | | | |
| − | 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
| + | ====Vendors Maintenance==== |
| − | :'''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)
| + | :'''Add "Division" field to the 1099 Amounts grid.''' |
| − | :'''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=== | + | ====A/P ACH Export==== |
| | | | |
| − | Concrete Calculator
| + | ====Re-Export A/P ACH==== |
| | | | |
| − | <blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
| + | :'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.''' |
| − | </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.'''
| + | ====1099 Audit List (Month End)==== |
| | | | |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| + | ====Federal & State 1099 Export==== |
| | | | |
| − | '''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)''' | + | :'''Add Division selection.''' |
| | | | |
| − | '''Add "Contact Name" to F4 search field list.'''
| |
| | | | |
| − | '''Use current PC clock date as delivery date when creating orders.'''
| + | ====Handwritten Check Entry==== |
| | | | |
| − | When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
| + | ====Invoice Vouchering==== |
| | | | |
| − | When copying an order, verify that the Customer and Plant Id fields are not blank.
| + | :Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.) |
| − | </blockquote>
| |
| − | Print Orders
| |
| | | | |
| − | <blockquote>Fix incorrect "Delivered Sales Tax" total.
| |
| − | </blockquote>
| |
| − | Re-Transfer Tickets
| |
| | | | |
| − | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| + | ====Print Checks==== |
| − | </blockquote>
| |
| − | Ticket Printing
| |
| | | | |
| − | <blockquote>'''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| + | ====Re-Print Checks==== |
| | | | |
| − | '''Apply mix modifier product(s) when sending mix design to batch control.'''
| + | :Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH". |
| | | | |
| − | '''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.
| + | ===Purchase Order Module=== |
| | | | |
| − | Reload ticket customer prior to generating batch control data.
| + | ====Purchase Orders List==== |
| − | </blockquote>
| |
| − | Truck Demand Graph
| |
| | | | |
| − | <blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
| + | :Fix issue where purchase order total would double when there was a comment line on the purchase order. |
| − | </blockquote>
| |
| − | Void Tickets
| |
| | | | |
| − | <blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
| |
| − | </blockquote>
| |
| − | ===Ticketing Module===
| |
| | | | |
| − | End of Day
| + | ===Cash Management Module=== |
| | | | |
| − | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| + | ====Statement Reconciliation==== |
| − | </blockquote>
| |
| − | Order Maintenance
| |
| | | | |
| − | <blockquote>'''Display product warning message after entering Product Id.'''
| + | :'''Add "Fee Chg" field to the A/R Posting History grid.''' |
| | | | |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.''' | + | :'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.''' |
| | | | |
| − | '''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.
| |
| − | </blockquote>
| |
| − | Automatic Product Maintenance
| |
| − |
| |
| − | <blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
| |
| − |
| |
| − | '''Italicize inactive automatic products on the main grid.'''
| |
| − |
| |
| − | '''Indicate "Match Products on Base" by including an asterisk (*) after the Products summary.'''
| |
| − | </blockquote>
| |
| − | Credit Card Pre-Approval
| |
| − |
| |
| − | <blockquote>'''Significant performance improvement when loading orders.'''
| |
| − | </blockquote>
| |
| − | Import Tickets
| |
| − |
| |
| − | <blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
| |
| − |
| |
| − | '''Add "Job Block" field to Jonel batch ticket import.'''
| |
| − |
| |
| − | '''Significant performance improvement when importing online and remote tickets.'''
| |
| − |
| |
| − | Show reconcile error dialog when a required field has an invalid value.
| |
| − |
| |
| − | Display message and abort when errors occur when applying tickets to the database.
| |
| − | </blockquote>
| |
| − | Inventory Purchase Receipts Batch Register
| |
| − |
| |
| − | <blockquote>'''Add "Receipt No." field to report.'''
| |
| − | </blockquote>
| |
| − | Job Price Maintenance
| |
| − |
| |
| − | <blockquote>'''Add ability to set the "Tkt/Ord Products" field to a specific value whenever a new job is added (contact support if you need this feature.)'''
| |
| − | </blockquote>
| |
| − | Open Ticket Stack
| |
| − |
| |
| − | <blockquote>Eliminate delay when the "Reprice All" button is clicked and there are a large number of open tickets.
| |
| − |
| |
| − | Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
| |
| − |
| |
| − | When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
| |
| − |
| |
| − | Fix Access Violation exceptions and issues with column sorting.
| |
| − | </blockquote>
| |
| − | Physical Inventory Entry
| |
| − |
| |
| − | <blockquote>Prevent entering a negative count.
| |
| − | </blockquote>
| |
| − | Plant Maintenance
| |
| − |
| |
| − | <blockquote>Fix issue where "Devices" tab only shows last device after accepting plant changes.
| |
| − | </blockquote>
| |
| − | Print Invoices
| |
| − |
| |
| − | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| |
| − |
| |
| − | '''Add ability to print e-ticket document images on invoices.'''
| |
| − | </blockquote>
| |
| − | Product Maintenance
| |
| − |
| |
| − | <blockquote>'''Add support for "Mix Modifier" products.'''
| |
| − | </blockquote>
| |
| − | Re-Print Invoices
| |
| − |
| |
| − | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| |
| − |
| |
| − | '''Add ability to print e-ticket document images on invoices.'''
| |
| − | </blockquote>
| |
| − | ===Quote Module===
| |
| − |
| |
| − | Print Quotes
| |
| − |
| |
| − | <blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
| |
| − | </blockquote>
| |
| − | Quote Maintenance
| |
| − |
| |
| − | <blockquote>'''Add "Create Order" option to re-book job dialog.'''
| |
| − | </blockquote>
| |
| − | ===Accounts Payable Module===
| |
| − |
| |
| − | A/P Handwritten Check Entry
| |
| − |
| |
| − | <blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
| |
| − |
| |
| − | Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
| |
| − |
| |
| − | When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
| |
| − | </blockquote>
| |
| − | A/P Inquiry
| |
| − |
| |
| − | <blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
| |
| − |
| |
| − | Do not bold Invoice Number if Invoice Notes tab only contains blanks.
| |
| − | </blockquote>
| |
| − | Select Invoices for Payment
| |
| − |
| |
| − | <blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
| |
| − | </blockquote>
| |
| − | Vendor Invoice History
| |
| − |
| |
| − | <blockquote>Show Void Date for voided invoices.
| |
| − | </blockquote>
| |
| − | ===General Ledger Module===
| |
| − |
| |
| − | Trial Balance
| |
| − |
| |
| − | <blockquote>'''Add "Account Type" as the first field in all report sequences.'''
| |
| − |
| |
| − | '''Add "Account Type" group indication and subtotals.'''
| |
| − | </blockquote>
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Calculate Payroll
| |
| − |
| |
| − | <blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
| |
| − | </blockquote>
| |
| − | Company Maintenance
| |
| − |
| |
| − | <blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
| |
| − | </blockquote>
| |
| − | Employee Maintenance
| |
| − |
| |
| − | <blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
| |
| − | </blockquote>
| |
| − | Tax Library
| |
| − |
| |
| − | <blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
| |
| − | </blockquote>
| |
| | ===General=== | | ===General=== |
| | | | |
| − | DataScope
| + | ====Company Database==== |
| | | | |
| − | <blockquote>'''Add support for security roles on custom queries.'''
| + | :'''Updated to version 28.02.''' |
| | | | |
| − | '''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
| |
| − | </blockquote>
| |
| − | Device Maintenance
| |
| | | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| + | ====System Menu==== |
| − | </blockquote>
| |
| − | Document Preview
| |
| | | | |
| − | <blockquote>'''Add support for PDF documents.'''
| + | :'''Delete user-related role assignments and security options when a user is deleted.''' |
| − | </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.'''
| + | ====Windows Client==== |
| − | </blockquote>
| |
| − | General
| |
| | | | |
| − | <blockquote>'''Add Help->GivenHansco Web Site menu option.'''
| + | :'''Add events for item rename/merge.''' |
| | | | |
| − | Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
| + | :'''Add (optional) ability to Delete a document previously uploaded.''' |
| | | | |
| − | 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.'''
| + | ===Services=== |
| − | | |
| − | '''Add support for security roles on custom queries.'''
| |
| | | | |
| − | '''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
| + | ====Application Server==== |
| − | </blockquote>
| |
| − | Reports
| |
| | | | |
| − | <blockquote>Change default report image method to "Synopse GDI" to improve images on forms.
| + | :Setup relay server connection info only for the main Keystone server. |
| − | </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.'''
| + | ====Device Server==== |
| | | | |
| − | '''Add support for security roles on custom queries.''' | + | :'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)''' |
| | | | |
| − | Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
| + | :'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.''' |
| | | | |
| − | Do not include custom queries for non-existent or non-allowed menu keys.
| + | :'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.''' |
| | | | |
| − | Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
| + | :'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.''' |
| − | </blockquote>
| |
| − | ===Services===
| |
| | | | |
| − | Application Server
| + | :'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.''' |
| | | | |
| − | <blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
| + | :'''Add "Keystone Online" batch weight notification device.''' |
| | | | |
| − | '''Support multiple application servers at a single site.'''
| |
| | | | |
| − | '''Add support for "Dispatch Event" devices.'''
| + | ====KServer External AICrete API v2==== |
| | | | |
| − | '''Add log message when system license info changed.''' | + | :'''New API for AICrete which requires authorization header.''' |
| | | | |
| − | Only send active load statuses when sending dispatch events.
| |
| − | </blockquote>
| |
| − | Device Aggregator
| |
| | | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| + | ====KServer External SalesInsight API v2==== |
| − | </blockquote>
| |
| − | Device Server
| |
| | | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| + | :'''New API for SalesInsight.''' |
| | | | |
| − | '''Add "Keystone Online" batch control link.'''
| |
| | | | |
| − | '''Add "Keystone Online" dispatch event device.'''
| + | ====KServer Keystone Online Customer Portal API==== |
| | | | |
| − | '''Send void ticket notification to Keystone Online dispatch event device.''' | + | :'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.''' |
| | | | |
| − | When voiding a ULINK ticket, Include failure message response in error log.
| |
| − | </blockquote>
| |
| − | Keystone REST Server (KServer)
| |
| | | | |
| − | <blockquote>'''All standard lookup list queries have been moved to KServer.'''
| + | ====KServer Keystone Online Dashboard API==== |
| | | | |
| − | '''Database Backup and Restore moved to KServer.''' | + | :'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.''' |
| | | | |
| − | '''Keystone Update moved to KServer.'''
| |
| | | | |
| − | '''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
| + | ====KServer Keystone Online E-Ticketing API==== |
| | | | |
| − | '''Some file lists and reports have been moved to KServer.''' | + | :'''Add "StartDate" field to "driverlist" endpoint.''' |
| | | | |
| − | '''Document Imaging document list/document retrieval moved to KServer.'''
| |
| | | | |
| − | '''Improved logging capabilities.'''
| + | ====KServer Windows Client A/R API==== |
| | | | |
| − | '''Add "IPAllowed" and "RequestThreads" configuration parameters.''' | + | :'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.''' |
| | | | |
| − | '''Setup multiple threads (256 maximum) for HTTP server.''' | + | :'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.''' |
| | | | |
| − | '''Add support for "list" parameters.'''
| |
| | | | |
| − | '''Add support for "MS Access" databases.'''
| + | ====KServer Windows Client Device API v2==== |
| | | | |
| − | '''Support dynamic construction of WHERE clause for SELECT queries.'''
| + | :Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices. |
| | | | |
| − | '''Add support for "range" filters on query parameters.''' | + | :'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.''' |
| | | | |
| − | '''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.'''
| + | :Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed. |
| | | | |
| − | '''Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" endpoints.'''
| + | ---- |
| − | | |
| − | '''Improved query caching method.'''
| |
| − | | |
| − | '''Add Keystone Online Customer Portal API.'''
| |
| − | | |
| − | '''It is no longer necessary to create separate configuration options for each company database.'''
| |
| − | | |
| − | Several fixes in cache handling, logging and multi-threading logic.
| |
| − | | |
| − | Handle escaped characters correctly in query parameter values.
| |
| | | | |
| − | Fix discrepancy between "ScheduleByPlant" in Dispatch API and Dispatch Schedule.
| + | [[Release Notes for Keystone 5.2.x]] |
| | | | |
| − | Delay AUTORUN processing for one minute after startup.
| + | [[Release Notes for Keystone 5.1.x]] |
| | | | |
| − | Use single background task to communicate with device aggregator that reads a queue of commands.
| + | [[Release Notes for Keystone 5.0.x]] |
| | | | |
| − | Dispatch v2 API: Exclude void loads in the "Loads" return data of the "ScheduleOrderLoads" endpoint.
| + | [[Release Notes for Keystone 4.7.x]] |
| | | | |
| − | Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.
| + | [[Release Notes for Keystone 4.6.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 4.5.x]] |
| | | | |
| − | GPS API: Fix "truckticketinfo" endpoint to return GPS plant number using translated version of Keystone plant number.
| + | [[Release Notes for Keystone 4.4.x]] |
| | | | |
| − | Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
| + | [[Release Notes for Keystone 4.3.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 4.2.x]] |
| | | | |
| − | When running autorun query, first check that database version is current, abort if not.
| + | [[Release Notes for Keystone 4.1.x]] |
| | | | |
| − | FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
| + | [[Release Notes for Keystone 4.0.x]] |
| | | | |
| − | Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
| + | [[Release Notes for Keystone 3.6.x]] |
| − | </blockquote>
| |
| − | | |
| − | ----
| |
| | | | |
| | [[Release Notes for Keystone 3.5.x]] | | [[Release Notes for Keystone 3.5.x]] |
