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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 4.0.6 - 12/11/2021== | + | ==Release 5.4.0.0 - 9/16/2026== |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Order Maintenance
| + | ====End Of Day==== |
| − | :Fix load recalculation to avoid resetting Plant field on a pre-ticketed load.
| |
| | | | |
| − | ===Accounts Receivable Module===
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| | | | |
| − | Customer List
| |
| − | :Fix exception "EDatabaseError: cdsReport Parameter PRICE_GROUP not found" when specifying Price Group selection.
| |
| | | | |
| − | Email Invoices
| + | ====Open Ticket Stack==== |
| − | :Fix to also send email to customer contacts when there are job contacts for an invoice.
| |
| | | | |
| − | Truck Maintenance
| + | :Fix Truck F4 Search to only include trucks assigned to dispatch plants. |
| − | :Fix Plant column on GPS tab to show plant data. | |
| | | | |
| − | ===Accounts Payable Module===
| |
| | | | |
| − | Check Register<BR>
| + | ====Order Maintenance==== |
| − | MTD Check Register
| |
| − | :'''Print Check Date and Session Number on the summary report.'''
| |
| | | | |
| − | Federal & State 1099 Export
| + | :'''Now supports custom mix design by order (contact support if you need this feature.)''' |
| − | :'''New option added to the A/P Month/Year End menu (in progress, will be functional in a future update.)''' | |
| | | | |
| − | Print 1099 Forms
| + | :Allow editing of order with incorrectly specified %/Qty Sold tax column. |
| − | :'''Add warning when attempting to run an out-of-date version.''' | |
| | | | |
| − | ===Payroll Module===
| + | :'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.''' |
| | | | |
| − | ACA 1094/1095 Export<BR>
| |
| − | Federal & State W-2 Export<BR>
| |
| − | Print 1095-C Forms<BR>
| |
| − | Print W-2 Forms<BR>
| |
| − | Print W-3 Form
| |
| − | :'''Add warning when attempting to run an out-of-date version.'''
| |
| | | | |
| − | Tax Library
| + | ====Schedule==== |
| − | :'''Updated to 2022-R1 version (Federal, CA, IA, ME, MO, NM, NY & OR states.)'''
| |
| | | | |
| − | ===General===
| + | :Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom. |
| | | | |
| − | System Map
| + | :'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.''' |
| − | :Fix discrepancy between displayed route and directions when multiple routes are calculated. | |
| | | | |
| − | System Option Maintenance
| |
| − | :'''Add CustomMenu option to System section.'''
| |
| | | | |
| − | ===Services=== | + | ====Ticket Printing==== |
| | | | |
| − | Application Server
| + | :'''Send custom mix design to batch control from job/order if specified.''' |
| − | :'''Record new GPS status events for Begin/End post-pour wash.''' | |
| | | | |
| − | Device Aggregator
| + | :'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)''' |
| − | :Fix issue where devices stopped working after using Test function in Device Maintenance (introduced in 4.0.4.) | |
| − | :Improve diagnostic logging.
| |
| | | | |
| − | Device Server
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| − | :'''Process BEGINPOSTPOURWASH and ENDPOSTPOURWASH status events for Oshkosh status device.''' | |
| − | :Improve diagnostic logging.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| − | :Driver API: Fix ticketinfo query in truckticketinfo endpoint to use ticket plant if the truck is on a load, otherwise use the truck's current plant. | |
| − | :GPS API: Fix ticketinfo query in truckticketinfo endpoint to use ticket plant if the truck is on a load, otherwise use the truck's current plant.
| |
| − | :'''Keystone Online Customer Portal API: Add PPSettlement endpoint.'''
| |
| − | :Keystone Online E-Ticketing API: Fix TicketInfo query in dispatchevent endpoint to use ticket plant instead of truck current plant.
| |
| − | :Windows Client A/R Report API: Fix ARCustomerList report endpoint for Price Group selection.
| |
| − | :'''Windows Client A/P Report API: Print Check Date and Session Number on the A/P Check Register and A/P MTD Check Register summary reports.'''
| |
| − | :Windows Client CC Device API v2: Fix TicketInfo query in dispatchevent endpoint to use ticket plant instead of truck current plant (this was causing E-tickets to not print any load times.)
| |
| | | | |
| − | ==Build 4.0.5 - 11/22/2021==
| + | :Improved performance of the Truck Id dropdown. |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Print Invoices
| + | ====Truck Demand Graph==== |
| − | :Fix issue where void tickets were not being processed correctly (introduced in 4.0.4.)
| |
| | | | |
| − | ==Build 4.0.4 - 11/20/2021==
| + | :'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.''' |
| | | | |
| − | ===Dispatch Module===
| + | :The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph . |
| | | | |
| − | Order Maintenance
| + | :'''The minimum Slot Length is now 1 minute.''' |
| − | :When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated. | |
| | | | |
| − | ===Ticketing Module===
| + | :Fixed the Delivery Time labels so they always reflect time of day. |
| | | | |
| − | Order Maintenance
| |
| − | :When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
| |
| | | | |
| − | ===Accounts Receivable Module=== | + | ===Ticketing Module=== |
| − | | |
| − | Customer Info Export
| |
| − | :'''Translate PO Required field to Y/N on export.'''
| |
| − | | |
| − | Customer Maintenance
| |
| − | :'''The PO Required and Zone Required fields are now dropdown lists with three options: No, Ticketing, Office & Ticketing.'''
| |
| − | | |
| − | Job Price Maintenance
| |
| − | :'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
| |
| − | :When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
| |
| − | | |
| − | Product Maintenance
| |
| − | :Fix ARTPRTRX_KEY violation when copying a newly added product with a standard cost specified.
| |
| − | | |
| − | Ticket Maintenance
| |
| − | :'''Require Zone and Customer P.O. fields if the required options are set to "Office & Ticketing."'''
| |
| − | | |
| − | Truck Class Maintenance
| |
| − | :'''Add vehicle weight and dimension fields (future use.)'''
| |
| − | | |
| − | ===Quote Module===
| |
| − | | |
| − | Prospect Maintenance
| |
| − | :'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
| |
| − | | |
| − | Quote Maintenance
| |
| − | :'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
| |
| − | When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
| |
| − | Fix issue where job site GPS coordinates were not copied to the order created when booking the job.
| |
| − | | |
| − | ===Payroll Module===
| |
| − | | |
| − | Tax Library
| |
| − | :'''Updated to 2021-R12 version (2022 changes for FICA, GA, NE, OK, SC, WI.)'''
| |
| − | | |
| − | ===General===
| |
| − | | |
| − | Company Database
| |
| − | :'''Upgraded to version 21.01 (eliminated internal view references.)'''
| |
| − | | |
| − | Device Maintenance
| |
| − | :'''Add Device Priority field (future use.)'''
| |
| − | | |
| − | File Maintenance
| |
| − | :Fix issue in master/detail maintenance options where if you selected "No" for the "Are you sure you want to delete this item" question, the detail items would still be deleted (introduced in 4.0.1.)
| |
| − | | |
| − | Generic Report
| |
| − | :Fix auto-width field calculation for totalled fields to accomodate the largest grand total value.
| |
| − | | |
| − | Keystone Map
| |
| − | :Changed method for storing order route information.
| |
| − | | |
| − | ===Services===
| |
| − | | |
| − | Application Server
| |
| − | :Remove several database view references.
| |
| − | :Changed method for storing order route information.
| |
| − | :Eliminate one memory creep issue.
| |
| − | | |
| − | Device Aggregator
| |
| − | :Eliminate slow memory creep issue.
| |
| − | :Fix issue when checking for a terminated thread while idling.
| |
| − | :Prevent server lockup when several incoming messages are queued for processing.
| |
| − | :Several slight performance improvements.
| |
| − | :Fix endless loop when KServer connects a second time before the first connection has disconnected.
| |
| − | | |
| − | Device Server
| |
| − | :Eliminate slow memory creep issue.
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :Remove several database view references.
| |
| − | :Improve reliability of device aggregator interface.
| |
| − | :Include original uncompressed file size in blob metadata for cloud backup.
| |
| − | :Increase maximum allowed blob size for cloud backup.
| |
| − | :Changed method for storing order route information.
| |
| − | :Windows Client Device API v2: Fix "loadautoreturn" endpoint to update the same Keystone data as the Application Server does when a truck returns to the plant in Dispatch.
| |
| − | | |
| − | Web Server
| |
| − | :Remove database view reference.
| |
| | | | |
| − | ==Build 4.0.3 - 11/2/2021== | + | ====End Of Day==== |
| | | | |
| − | ===General===
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| | | | |
| − | Form Reports
| |
| − | :Fix EAccessViolation exception when printing a CHAINed form.
| |
| | | | |
| − | ===Services=== | + | ====Open Ticket Stack==== |
| | | | |
| − | Device Aggregator
| + | :Fix Truck F4 Search to only exclude trucks assigned to dispatch plants. |
| − | :Fix aggregator lockup issue (caused by Access Violation.) | |
| − | :Fix "Out of Memory" and "Access Violation" exceptions when under heavy load.
| |
| | | | |
| − | ==Build 4.0.2 - 10/29/2021==
| |
| | | | |
| − | ===Dispatch Module=== | + | ====Order Stack==== |
| | | | |
| − | Keystone Map
| + | :Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button. |
| − | :Fix "This page can't load Google Maps correctly" when displaying the map or route. | |
| | | | |
| − | ===Services===
| |
| | | | |
| − | Application Server
| + | ====Ticket Printing==== |
| − | :Reverted 4.0 change which reduced maximum memory usage from 3GB to 2GB.
| |
| | | | |
| − | Device Aggregator
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| − | :Add more diagnostic information to the log during TCPServerExecute processing. | |
| | | | |
| − | ==Build 4.0.1 - 10/25/2021==
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| | | | |
| − | ===Dispatch Module===
| + | :Improved performance of the Truck Id dropdown. |
| | | | |
| − | Order Maintenance
| |
| − | :Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
| |
| − | :Do not allow the "Ticket Bal" field to be changed.
| |
| − |
| |
| − | ===Ticketing Module===
| |
| − |
| |
| − | Order Maintenance
| |
| − | :Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | A/R Inquiry | + | ====A/R Aged Trial Balance==== |
| − | :Do not scale fonts on the History screen when resized.
| |
| − | :'''Add splitter control to allow ticket history grid to be expanded.'''
| |
| | | | |
| − | Job Price Maintenance<BR>
| + | :'''Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.''' |
| − | Ticket Maintenance<BR>
| |
| − | Zone Maintenance
| |
| − | :Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records. | |
| | | | |
| − | Unit of Measure Maintenance
| + | :'''Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.''' |
| − | :'''Add Batch U/M field.''' | |
| | | | |
| − | ===Quote Module===
| |
| | | | |
| − | Quote Maintenance
| + | ====Cash Posting==== |
| − | :Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
| |
| | | | |
| − | ===Accounts Payable Module===
| + | :'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.''' |
| | | | |
| − | A/P Inquiry
| |
| − | :'''Allow the History form to be resized/maximized.'''
| |
| − | :Do not scale the fonts on the History form when resized.
| |
| − | :'''Add splitter controls to allow payment and receipt history grids to be expanded.'''
| |
| | | | |
| − | ===Purchase Order Module=== | + | ====Credit Card Pre-Approval==== |
| | | | |
| − | P.O. Receipt Maintenance
| + | :Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.) |
| − | :Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records. | |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Timecard Maintenance
| + | ====Job Price List==== |
| − | :Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
| |
| | | | |
| − | ===General===
| + | :Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified. |
| | | | |
| − | Form Reports
| |
| − | :Properly establish form settings (such as Detail section height) when the form is changed during the run.
| |
| | | | |
| − | Setup
| + | ====Job Price Maintenance==== |
| − | :Fix so new "cog" icon is used when updating existing Keystone installations.
| |
| | | | |
| − | System Menu
| + | :'''Now supports custom mix design by job (contact support if you need this feature.)''' |
| − | :Do not delete the local cache folders at startup. | |
| | | | |
| − | Windows Client
| + | :Fix "Qty Open" value to properly handle jobs with only base price plant products specified. |
| − | :When Base-64 encoding do not insert CR/LF every 76 characters. | |
| | | | |
| − | ===Services===
| |
| | | | |
| − | Application Server
| + | ====Pre-Billing Audit List==== |
| − | :'''When an active load status is received from a device for a truck that is not currently on an active load, change the status to Travel.'''
| |
| − | :'''When a truck is currently on an active load and the status received from a device is earlier than the current status, change the status to Travel.'''
| |
| − | :'''When upgrading the database version, keep track of the last successfully run SQL statement within the script. In case of a restart, begin the script at the next SQL statement after the last successfully run statement within the script.'''
| |
| | | | |
| − | Device Server
| + | :'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.''' |
| − | :Further changes to PennDOT E-Ticket interface (in progress.) | |
| − | :When sending order route to Keystone Online, fix incorrect JSON string encoding for the route data.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | :Include fee paid in payment amount when ticket includes a payment with a fee. |
| − | :When Base-64 encoding do not insert CR/LF every 76 characters. | |
| | | | |
| − | ==Build 4.0 - 10/14/2021==
| |
| | | | |
| − | ===New Features=== | + | ====Print Invoices==== |
| | | | |
| − | Keystone Map
| + | :Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant. |
| − | :We have developed a completely new map option which will (optionally) allow fastest/shortest routing using HERE truck routing in place of Google Maps routing. This new map requires Microsoft's Edge Chromium browser. Please contact your IT department or GivenHansco support for assistance. | |
| | | | |
| − | Generic Reports w/Export
| + | :Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.) |
| − | :As of this version we have moved over 35 Keystone reports to our new KServer-based generic report option. In addition to reducing the load on the Application Server, the generic report option provides Export capability to Excel, Text and HTML files (for most reports.) | |
| | | | |
| − | PennDOT E-Tickets
| |
| − | :Pennsylvania will be requiring concrete tickets for PA state jobs to be submitted to the new PennDOT E-Ticketing system. We are currently developing an interface for this and expect to deliver the completed interface by the end of 4Q 2021.
| |
| | | | |
| − | Parent Jobs
| + | ====Products Maintenance==== |
| − | :We have added the ability to establish "parent jobs" for pricing purposes. Previously if you had several jobs that shared the same pricing, you would have to enter the same pricing information in each of the jobs. Now you can enter the pricing information once in a parent job, and link the other jobs to the same parent job.
| |
| | | | |
| − | Automatic Cloud Backup
| + | :'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)''' |
| − | :The automatic scheduled backup program now backs up to the cloud in addition to the local file. | |
| | | | |
| − | Read-Only Data
| |
| − | :As of this version we have identified and moved over 35 data sources out of the Application Server and into KServer. This reduces the load on the Application Server and improves overall system stability.
| |
| | | | |
| − | ===Dispatch Module=== | + | ====Sales Tax Rates Maintenance==== |
| | | | |
| − | Driver Time/Yardage Analysis Report
| + | :'''Add "Geo State" and "Id" columns to the tax localities grid.''' |
| − | :Fix inaccuracy in totals due to unnecessary rounding during detail processing. | |
| | | | |
| − | Order Maintenance
| |
| − | :'''Add event when Customer PO field is changed.'''
| |
| − | :'''Add event when Tax Authority field is changed.'''
| |
| − | :'''Add indicator to Price Source if the price is a pending price.'''
| |
| − | :'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
| |
| − | :'''Retrieve route data from map and save with the order.'''
| |
| − | :When copying an order, do not try to do base product translation for comment lines.
| |
| − | :Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
| |
| − | :Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
| |
| − | :'''Add ability to disable the "Advanced" copy button on the Copy Order dialog (contact support if you need this feature.)'''
| |
| − | :When the Print button is clicked, save any pending changes prior to printing.
| |
| − | :The Backspace key may now be used to clear the "Cement" drop-down.
| |
| | | | |
| − | Schedule
| + | ====Ticket Inquiry==== |
| − | :'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
| |
| − | :'''Retrieve route data from map and save with the order.'''
| |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| − | :Fix issue where sometimes the truck would not clock in when using Find Truck and then the Clock In option.
| |
| − | :Fix "ERESTException: HTTP/1.1 500 Internal Server Error" when clicking the Edit button while shipping a load.
| |
| − | :'''Add "Will-Call Order" button to order right-click popup menu.'''
| |
| − | :'''Add "Show Map" button to order right-click popup menu.'''
| |
| − | :Reload document list when user right-clicks on a truck/ticket.
| |
| − | :Disable "View Doc" button if there are no documents available for the ticket.
| |
| − | :Reload document grid when user selects "Edit Ticket" from the right-click truck status menu.
| |
| − | :Schedule totals now display correctly when there are shipped loads scheduled for a different day.
| |
| − | :No longer allows "Mark Order as Complete" function when no loads have been shipped on the order.
| |
| | | | |
| − | Ticket Maintenance
| + | :Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.) |
| − | :'''Add "Ticket Notes" tab.''' | |
| − | :Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
| |
| | | | |
| − | Ticket Printing
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| − | :When creating a ticket from an order, do not try to do base product translation for comment lines.
| |
| − | :'''Add option to allow the Customer ID to be changed for an existing ticket (contact support if you need this feature.)'''
| |
| − | :On the ticket stub screen, do not show the Mix On Board product if the Qty On Board is zero.
| |
| − | :'''Add "Ticket Notes" tab.'''
| |
| | | | |
| − | ===Ticketing Module=== | + | ====Ticket Maintenance==== |
| | | | |
| − | Order Maintenance
| + | :'''Add Total Water, Add Water and Color Water fields to batch weights grid.''' |
| − | :'''Add indicator to Price Source if the price is a pending price.''' | |
| − | :'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
| |
| − | :'''Retrieve route data from map and save with the order.'''
| |
| − | :Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
| |
| − | :Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
| |
| − | :When the Print button is clicked, save any pending changes prior to printing.
| |
| | | | |
| − | Order Stack
| + | :When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket. |
| − | :'''Significantly improved start-up time.''' | |
| − | :'''Now defaults to showing the last month's worth of orders.'''
| |
| − | :'''Add "Order Lookback Date" to Refresh Options screen to control visibility of old orders.'''
| |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| − | :'''Save "Show Delivery Instructions" option from run to run.'''
| |
| | | | |
| − | Ticket Maintenance
| |
| − | :'''Add "Ticket Notes" tab.'''
| |
| − | :Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
| |
| | | | |
| − | Ticket Printing
| + | ====A/R Inquiry==== |
| − | :When creating a ticket from an order, do not try to do base product translation for comment lines.
| |
| − | :'''Add "Ticket Notes" tab.'''
| |
| | | | |
| − | ===Accounts Receivable Module=== | + | ====Cash Posting==== |
| | | | |
| − | A/R Inquiry
| + | ====Ticket Inquiry==== |
| − | :'''Add "Session No" as an optional field on the invoice grid.'''
| |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| | | | |
| − | A/R Inquiry<BR>
| + | :Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search. |
| − | Cash Posting
| |
| − | :'''Add "Order Id" and "Ship To 1" as optional columns on the main invoice grid.'''
| |
| − | :'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main invoice grid.'''
| |
| − | :'''Add "PP Status", "PP Status Date", "PP Batch Id", "PP Merch Id", "PP Ref No" and "PP Auth Code" as optional columns on the main invoice grid.'''
| |
| − | :'''Add "Price Source" column to ticket history grid.'''
| |
| | | | |
| − | Aged Trial Balance
| |
| − | :'''Print plant/division subtotals when printing Control Total and plant/division subtotals boxes checked.'''
| |
| | | | |
| − | Automatic Products
| + | ====Cash Posting Register==== |
| − | :Fix issue where a "not range" (ex: ~01-09) automatic product was not being processed correctly (introduced in 3.6.)
| |
| | | | |
| − | Cash Posting | + | ====Cash Posting Register (Month End)==== |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| | | | |
| − | Cash Posting Register<BR>
| + | :'''Add "Fee Amount" column with totals on the cash receipts register.''' |
| − | MTD Cash Posting Register
| |
| − | :'''On the Bank Deposit add customer portal payment totals (Portal CC and Portal ACH.)''' | |
| − | :'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main report and the Bank Deposit report.'''
| |
| − | :'''Add "PP Ref No" column to the main report and the Bank Deposit report.'''
| |
| | | | |
| − | Customer Maintenance
| |
| − | :'''Add "Tax Exempt Exp Date" field.'''
| |
| − | :'''Add "Web CCPay" checkbox to Contacts grid.'''
| |
| − | :'''Disable "Web Invoices" and "Web CCPay" checkboxes if there is no default PP Cash G/L account specified.'''
| |
| − | :No longer allows a customer with orders to be deleted.
| |
| | | | |
| − | Default G/L Accounts
| + | ====Product Classes Maintenance==== |
| − | :'''Add "PP Cash" default G/L account.'''
| |
| | | | |
| − | Division Maintenance
| + | ====Products Maintenance==== |
| − | :'''Add "A/R PP Cash" default G/L account.'''
| |
| | | | |
| − | Edit Open Ticket Times
| + | :'''Add "Edit Mix Design by Job/Order" checkbox.''' |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.''' | |
| | | | |
| − | Email Invoices
| |
| − | :Fix recent invoice sessions not showing in Session dropdown list.
| |
| | | | |
| − | Email Invoices<BR>
| + | ===Quote Module=== |
| − | Email Orders<BR>
| |
| − | Email Statements
| |
| − | :Change caption on OK button to "Send".
| |
| | | | |
| − | Handwritten Invoice Entry
| + | ====Quote List==== |
| − | :'''Add "Ticket Notes" tab.'''
| |
| | | | |
| − | Import Tickets<BR>
| + | :Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.) |
| − | Open Ticket Stack<BR>
| |
| − | Pre-Billing Audit List<BR>
| |
| − | Price Exception Report<BR>
| |
| − | Print Invoices<BR>
| |
| − | Quick Ticket Entry<BR>
| |
| − | Ticket Batch List<BR>
| |
| − | Ticket Maintenance<BR>
| |
| − | Void Invoice
| |
| − | :'''Add indicator to Price Source if the price is a pending price.''' | |
| | | | |
| − | Invoice Job Corrections
| |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| | | | |
| − | Job Price Maintenance
| + | ===Accounts Payable Module=== |
| − | :'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
| |
| − | :'''Retrieve route data from map and save with the order.'''
| |
| − | :Fix issue where customer contacts are deleted from the job's customer when the job is deleted.
| |
| − | :'''Add DOT tab to enter state-specific DOT information.'''
| |
| − | :'''Add "Parent Job" button to establish parent job relationship.'''
| |
| | | | |
| − | Open Ticket Stack
| + | ====Email ACH Stubs==== |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| − | :Fix EAccessViolation exception when attempting to print a ticket from the edit ticket window.
| |
| − | :When repricing tickets, only replace the Customer P.O. on the ticket if the job has a Customer P.O. specified.
| |
| | | | |
| − | Plant Maintenance
| + | :Change sort sequence of stubs in the grid to Vendor Id and Check Date. |
| − | :'''Add "PP Cash" default G/L account.''' | |
| − | :'''Add DOT tab to enter state-specific DOT information.'''
| |
| | | | |
| − | Product Class List
| |
| − | :'''Product Class selection is now a checklist.'''
| |
| | | | |
| − | Product Maintenance
| + | ===Cash Management Module=== |
| − | :'''Add "SubType" (ingredient subtype) field to product maintenance screen.'''
| |
| − | :'''Add DOT tab to enter state-specific DOT information.'''
| |
| | | | |
| − | Product Sales by Customer Report
| + | ====Transaction Entry==== |
| − | :Widen Qty and Amount columns to accomodate larger totals.
| |
| | | | |
| − | Quick Ticket Entry
| + | :Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified. |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.''' | |
| | | | |
| − | Re-Print Tickets
| + | :Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed. |
| − | :Fix report sequence not working. | |
| | | | |
| − | Setup Pending Prices
| |
| − | :Change "Apply" button caption to "Post".
| |
| − | :'''Added hints to Post and Clear buttons.'''
| |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| | | | |
| − | Summary Sales Report
| + | ===General=== |
| − | :'''Product Class selection is now a checklist.'''
| |
| | | | |
| − | Ticket History Inquiry
| + | ====Company Database==== |
| − | :'''Add "Ticket Notes" tab.'''
| |
| | | | |
| − | Ticket Maintenance
| + | :'''Updated to version 28.17.''' |
| − | :Change field order on Payment tab to match field order in Cash Posting.
| |
| − | :Never mark a new ticket as "Priced".
| |
| − | :'''Display warning when attempting to reprice a priced ticket.''' | |
| − | :'''Add ability to change the Customer ID for an existing ticket.'''
| |
| − | :'''Add "Ticket Notes" tab.'''
| |
| | | | |
| − | Unit of Measure Maintenance
| |
| − | :'''Add DOT tab to enter state-specific DOT information.'''
| |
| | | | |
| − | Void Invoice
| + | ====System Database==== |
| − | :'''Performance improvement when loading the invoice list.'''
| |
| | | | |
| − | ===Quote Module===
| + | :'''Updated to version 7.0.''' |
| | | | |
| − | Quote Maintenance
| |
| − | :'''When booking/rebooking a job and selecting the "Create Order from Quote" option, the appropriate Order Maintenance (Dispatch/Ticketing) will be launched with the order just created.'''
| |
| − | :'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
| |
| − | :'''Retrieve route data from map and save with the order.'''
| |
| − | :Fix issue where customer contacts are deleted from the quote's customer when the quote is deleted.
| |
| − | :Fix issue where prospect contacts are deleted from the quote's prospect when the quote is deleted.
| |
| − | :'''Add DOT tab to enter state-specific DOT information.'''
| |
| | | | |
| − | ===Accounts Payable Module=== | + | ====Windows Client==== |
| | | | |
| − | A/P Inquiry
| + | :'''User Alerts which displays important information at program startup.''' |
| − | :'''Add "Session No" as an optional field on the invoice grid.''' | |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| | | | |
| − | Aged Trial Balance
| + | :'''Consolidated Email, SMS and other options in the Contacts grid.''' |
| − | :Fix exception "EDatabaseError cdsReport: Field 'SEQUENCE_CODE' not found" when using the "Sequence" report sequence option (introduced in 3.6.29.2.) | |
| | | | |
| − | Cash Flow Analysis
| |
| − | :'''Vendor Class and Division selection are now checklists.'''
| |
| | | | |
| − | Invoice Vouchering
| + | ===Services=== |
| − | :When checking for duplicate invoices, ignore invoices in A/P recurring batch templates.
| |
| − | :'''Add security option to control whether duplicate invoice numbers can be posted.'''
| |
| − | :Only show P.O. numbers in the P.O. dropdown that have unlinked P.O. receipts.
| |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| − | :Will now ask to save changes when using the X to close the window if you have fully distributed the current invoice.
| |
| − | :Prevent changes to the batch after posting and clicking the Cancel button the printer dialog.
| |
| | | | |
| − | Invoices for Payment List
| + | ====Application Server==== |
| − | :'''Vendor Class and Division selection are now checklists.'''
| |
| | | | |
| − | MTD Check Register
| + | :Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed. |
| − | :Fix issue where only uncleared checks were shown on the report. | |
| | | | |
| − | Select Invoices for Payment
| |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| | | | |
| − | Vendor Maintenance
| + | ====Device Aggregator==== |
| − | :'''Add Warning tab which will pop-up when the vendor is selected during Invoice Vouchering.'''
| |
| | | | |
| − | Void Check
| + | :'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.''' |
| − | :When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void. | |
| | | | |
| − | Void Invoice
| |
| − | :'''Performance improvement when loading the invoice list.'''
| |
| − | :When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
| |
| | | | |
| − | ===Cash Management Module=== | + | ====Device Server==== |
| | | | |
| − | Bank Account List
| + | :'''Send "Color Alias" to Keystone Batch.''' |
| − | :Fix exception when selecting on Bank Name. | + | :'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.''' |
| | | | |
| − | Cash Flow Summary Report
| + | :'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.''' |
| − | :Include void and reversal transactions.
| |
| − | :'''Indicate whether total amounts include void/reversal transactions.'''
| |
| − | :'''Add C/M account segment selection.'''
| |
| − | :'''Add "Source Trx" summarization option (detail.)''' | |
| | | | |
| − | Statement Reconciliation
| |
| − | :'''Add Options->User Layout menu option to restore user's custom grid layout.'''
| |
| | | | |
| − | ===General Ledger Module=== | + | ====KServer Loadout API v1==== |
| | | | |
| − | Account Maintenance
| + | :'''New Loadout API added.''' |
| − | :'''Add system option to require NRMCA Group to be entered for new G/L accounts.''' | |
| | | | |
| − | Detail Inquiry
| + | ---- |
| − | :Fix Credit Amt total calculating incorrectly on the Transaction History popup grid.
| |
| − | | |
| − | Journal Entry
| |
| − | :Fix issue where batch could be posted that was out of balance.
| |
| − | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Email Direct Deposit Stubs
| + | [[Release Notes for Keystone 5.3.x]] |
| − | :Change caption on OK button to "Send".
| |
| − | :Eliminate blank page at end of check stub.
| |
| | | | |
| − | Print Direct Deposit Stubs<BR>
| + | [[Release Notes for Keystone 5.2.x]] |
| − | Print Paychecks
| |
| − | :Eliminate blank page at end of check run.
| |
| | | | |
| − | Tax Library
| + | [[Release Notes for Keystone 5.1.x]] |
| − | :'''Updated to 2021-R11 version (ID, KS, NY states.)'''
| |
| | | | |
| − | ===General===
| + | [[Release Notes for Keystone 5.0.x]] |
| | | | |
| − | Batch Maintenance
| + | [[Release Notes for Keystone 4.7.x]] |
| − | :After posting a batch, the "Print another batch report?" dialog the button captions have been changed to "Reprint" and "Close" (the X button is treated as "Close".)
| |
| | | | |
| − | Company Database
| + | [[Release Notes for Keystone 4.6.x]] |
| − | :'''Significantly improve performance of Stonemont QC batch result list query.'''
| |
| | | | |
| − | Generic Report
| + | [[Release Notes for Keystone 4.5.x]] |
| − | :When exporting use field names instead of field labels.
| |
| | | | |
| − | Keystone Map | + | [[Release Notes for Keystone 4.4.x]] |
| − | :'''New version which (optionally) supports HERE routing (fastest/shortest) and geocoding.'''
| |
| − | :'''Allow manual dragging of route segments on the Route tab.'''
| |
| − | :'''Add "Undo" button on Route tab to un-do the last manual route change.'''
| |
| − | :'''Add "Show Traffic" checkbox on Route tab to show traffic data.'''
| |
| − | :'''Show start and end addresses on the directions portion of the Route tab.'''
| |
| − | :'''When calculating a route, use truck vehicle parameters received from the caller.'''
| |
| | | | |
| − | Reports
| + | [[Release Notes for Keystone 4.3.x]] |
| − | :'''Performance improvement: Generate report intermediate output to memory stream instead of disk file.'''
| |
| | | | |
| − | System Backup Utility
| + | [[Release Notes for Keystone 4.2.x]] |
| − | :'''When run as a Windows task the default is now to backup to the client and the cloud.'''
| |
| | | | |
| − | System Menu
| + | [[Release Notes for Keystone 4.1.x]] |
| − | :Retry in case of error when downloading web update.
| |
| | | | |
| − | Windows Client
| + | [[Release Notes for Keystone 4.0.x]] |
| − | :'''Add support for Windows 11.'''
| |
| − | :'''Add support for Windows Server 2022.'''
| |
| − | :Fixed issue where client-side cache would not be updated properly after restarting KServer.
| |
| − | :Eliminate unnecessary refreshing of sales tax rates.
| |
| − | :Eliminate unnecessary KServer calls when refreshing/closing certain datasets.
| |
| − | :Fix "XltBaseProduct" method to ignore blank product ID.
| |
| − | :'''Store local cache files in a common folder instead of a user-specific folder (this should improve performance and resource usage on terminal servers.)'''
| |
| − | :When loading default or user's custom grid layout, scale the grid columns based on the current form dimensions to avoid "scrunched up" columns if the form is maximized.
| |
| − | :At startup apply field security options to ALL grid tabs, not just the active tab as previously.
| |
| − | :Fix error "Exception EFCreateError: Cannot create file "". The filename, directory name, or volume label syntax is incorrect" at startup (Remote Desktop users only.)
| |
| − | | |
| − | ===Services===
| |
| − | | |
| − | Application Server
| |
| − | :'''When an order route is added or updated send an order route notification through KServer.'''
| |
| − | :When validating batch weights, use DRIVER_ID instead of DRIVER_NAME to validate the driver.
| |
| − | :'''When validating batch weight ingredients populate the new VAL_INGREDIENT_SUBTYPE field.'''
| |
| − | :Fix issue where editing a Dispatch ticket did not update the Load Size in the projected loads table.
| |
| − | :'''When validating batch weights, validate the ingredient type, ingredient U/M and driver code.'''
| |
| − | :Reverted to 2GB memory limit which should improve reliability.
| |
| − | | |
| − | Device Aggregator
| |
| − | :When processing batch weights, truncate fields that are too long to avoid generating string overflow exceptions.
| |
| − | :Log unhandled exceptions only once.
| |
| − | :'''Send Ingredient SubType to batch weight notification devices.'''
| |
| − | :'''When processing batch results, bring in Total Water fields (Keystone Batch only.)'''
| |
| − | :'''When preparing batch results to be sent to Batch Weights notification devices, include validated ingredient type and U/M data as well as DOT-specific U/M data.'''
| |
| − | | |
| − | Device Server
| |
| − | :'''Add Order Route Notification device for Keystone Online.'''
| |
| − | :'''Use Ingredient Subtype to separate admixtures into the desired categories (PennDOT e-ticket.)'''
| |
| − | :Eliminate unnecessary log error message when sending dispatch events to Keystone Online.
| |
| − | :'''For batch controls, add support for Total Water fields (Keystone Batch only.)'''
| |
| − | :'''Consolidated Event/Notify device types into single Notification device type.'''
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :Retry in case of error when sending and receiving cloud data.
| |
| − | :'''Add ability to send updated order route information to Keystone Online when an order route is added or updated.'''
| |
| − | :Fixed issue where client-side cache would not be updated properly after restarting KServer.
| |
| − | :Eliminate unnecessary client-side local caches.
| |
| − | :Fix issue with server cache version less than client-side local cache version.
| |
| − | :'''Add support for absolute/relative redirect URI.'''
| |
| − | :'''Group Keystone session numbers by Session Id once per day.'''
| |
| − | :'''Send MD5 content hash when writing cloud backup data to enable cloud service validation.'''
| |
| − | :'''Added request/response log information related to local caching.'''
| |
| − | :Fix task manager RunTask method to delay starting the background task until it has been properly initialized (notifications of new dispatch tickets were not being sent to tablets.)
| |
| − | :'''Add handling for URL parameters that are separately URL encoded.'''
| |
| − | :'''Support different document paths based on Company ID when storing e-tickets.'''
| |
| − | :Improve reliability of cloud backups.
| |
| − | :Improve handling of date/time string parameters.
| |
| − | :'''Consolidated Event/Notify device types into single Notification device type.'''
| |
| − | :'''Backoffice API: Add "PP Cash G/L" account handling to CustomerPayment endpoint.'''
| |
| − | :'''Customer Portal API: Support credit card payments for one or more Keystone invoices (including discount handling.)'''
| |
| − | :Customer Portal API: CustomerInvoices will now properly include invoices with an empty Job Id.
| |
| − | :Dispatch API v2: CustomerInvoices will now properly include invoices with an empty Job Id.
| |
| − | :'''Driver API: Optimize "getdocfilename" query in notifyordercomplete endpoint.'''
| |
| − | :Driver API: Fix ticketproducts query in truckticketinfo endpoint to calculate the Qty Delivered based on previous tickets instead of using the original order Qty Delivered at the time of ticketing (show correct Order Qty Delv on e-tickets for edited tickets.)
| |
| − | :'''FX API: Significant performance improvement for "kpi" and "kpibymo" endpoints: optimize kpislslyr, kpisysytd, kpisysmtd, kpitck, kpiptk and kpiday queries.'''
| |
| − | :'''FX API: Add "trucksinstatus" endpoint.'''
| |
| − | :FX API: Fix "trucksbystatus" query to include only loads for the specified time period.
| |
| − | :'''Keystone Online Customer Portal API: Add "PP Cash G/L" account handling to CustomerPayments endpoint.'''
| |
| − | :'''Keystone Online Reports API: New API to support reports for Keystone Online.'''
| |
| − | :Stonemont QC API: Adjust redirect URIs to be relative.
| |
| − | :Version API: Fix time zone issue with server statistics.
| |
| − | :'''Windows Client A/P API: Several queries moved from Application Server to KServer.'''
| |
| − | :'''Windows Client A/P Lookup API: Several queries moved from Application Server to KServer.'''
| |
| − | :Windows Client A/P Report API: Fix "APAgedTrialBalance" query to include vendor Sequence Code field.
| |
| − | :'''Windows Client A/R API: Several queries moved from Application Server to KServer.'''
| |
| − | :'''Windows Client A/R API: Improve performance of quoted job lookup lists.'''
| |
| − | :'''Windows Client A/R API: Improve performance of XltBaseProduct endpoint.'''
| |
| − | :'''Windows Client A/R Lookup API: Several queries moved from Application Server to KServer.'''
| |
| − | :'''Windows Client A/R Lookup API: Add Product Ingredient Subtype lookup endpoint.'''
| |
| − | :Windows Client A/R Methods API: Fix XltBaseProduct endpoint to handle product codes containing slashes.
| |
| − | :Windows Client A/R Methods API: Fix XltBaseProduct endpoint to use the correct company when querying products.
| |
| − | :'''Windows Client Device API v2: Add "trxsync" endpoint that is run at startup and once an hour.'''
| |
| − | :'''Windows Client Dispatch Lookup API: Several queries moved from Application Server to KServer.'''
| |
| − | :Windows Client System Database API: Fix "logupdate" endpoint to apply proper base-64 decoding to update memo field.
| |
| − | | |
| − | ----
| |
| | | | |
| | [[Release Notes for Keystone 3.6.x]] | | [[Release Notes for Keystone 3.6.x]] |
