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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 4.3.11 - 6/13/2023== | + | ==Release 5.4.0.0 - 9/16/2026== |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Mix Design Maintenance
| + | ====End Of Day==== |
| − | :'''Add system option to control editability by ingredient type.'''
| |
| − | :Do not show Vendor Products tab when A/P is active.
| |
| | | | |
| − | ===Payroll Module===
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| | | | |
| − | Tax Library
| |
| − | :'''Updated to version 2023-R7 (ID state.)'''
| |
| | | | |
| − | ===Services=== | + | ====Open Ticket Stack==== |
| | | | |
| − | Device Server
| + | :Fix Truck F4 Search to only include trucks assigned to dispatch plants. |
| − | :Fix issue where scale would always read as "oCAP" when not using the EOLHEX device parameter (introduced in 4.3.9.5.) | |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Add SQLite database support.'''
| |
| | | | |
| − | ==Build 4.3.10 - 6/2/2023== | + | ====Order Maintenance==== |
| | | | |
| − | ===Accounts Receivable Module===
| + | :'''Now supports custom mix design by order (contact support if you need this feature.)''' |
| | | | |
| − | Print Invoices<BR>
| + | :Allow editing of order with incorrectly specified %/Qty Sold tax column. |
| − | Reprint Invoices
| |
| − | :'''When including e-ticket images, a new capability has been added to print all pages of the e-ticket document instead of just the first page. Please contact support if you need this.''' | |
| | | | |
| − | ===Dispatch Module===
| + | :'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.''' |
| | | | |
| − | End of Day
| |
| − | :Only allow entry of an ending value for Ticket Date.
| |
| | | | |
| − | Mix Design Maintenance
| + | ====Schedule==== |
| − | :'''New option added to the Dispatch File Maintenance menu which allows editing of mix designs.'''
| |
| | | | |
| − | Ticket Printing
| + | :Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom. |
| − | :'''Allow security control of fields/buttons on ticket stub screen.''' | |
| − | :'''Add new conditional fields for product types.'''
| |
| | | | |
| − | ===Ticketing Module===
| + | :'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.''' |
| | | | |
| − | End of Day
| |
| − | :Only allow entry of an ending value for Ticket Date.
| |
| | | | |
| − | Ticket Printing | + | ====Ticket Printing==== |
| − | :'''Allow security control of fields/buttons on ticket stub screen.'''
| |
| − | :'''Add new conditional fields for product types.'''
| |
| | | | |
| − | ===Quote Module===
| + | :'''Send custom mix design to batch control from job/order if specified.''' |
| | | | |
| − | Quote Maintenance
| + | :'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)''' |
| − | :Fix "Book Job" and "Rebook Job" to copy all three Tax Code fields (previously just copied the first one.) | |
| | | | |
| − | ===Payroll Module===
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| | | | |
| − | SUTA E-File Export
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| − | :'''Updated export format for WA state for 2023.''' | |
| | | | |
| − | Tax Library
| + | :Improved performance of the Truck Id dropdown. |
| − | :'''Updated to version 2023-R6 (UT state.)''' | |
| | | | |
| − | ===Purchase Order Module===
| |
| | | | |
| − | P.O. Receipt Entry
| + | ====Truck Demand Graph==== |
| − | :Fix warning "P.O. Number is required" when trying to save the P.O. receipt.
| |
| | | | |
| − | ===General===
| + | :'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.''' |
| | | | |
| − | Company Database
| + | :The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph . |
| − | :Fix ARP_TICKETS procedure to ignore sales history tickets for voided/reversal invoices. | |
| | | | |
| − | NTEP Certification
| + | :'''The minimum Slot Length is now 1 minute.''' |
| − | :'''NTEP certification number now shown on startup screen and system information dialog.''' | |
| − | :'''Scale weights are now NTEP compliant (lowercase unit of measure, show weight as received from scale.)'''
| |
| | | | |
| − | ===Services===
| + | :Fixed the Delivery Time labels so they always reflect time of day. |
| | | | |
| − | Device Aggregator
| |
| − | :Fix issue when applying device map changes involving multiple companies, where one company has applied its database upgrade but the other(s) have not.
| |
| | | | |
| − | Device Server
| + | ===Ticketing Module=== |
| − | :Scale devices: Improve handling where EOLHEX is specified.
| |
| − | :'''Scale devices: Add support for "over-capacity" indicator.'''
| |
| − | :Dispatch Event devices: Fix potential memory leak after processing commands.
| |
| − | :'''Added new HaulHub Dispatch Event device.'''
| |
| − | :'''Added new Cidra Smarthatch Dispatch Event device.'''
| |
| − | :Fix memory leak for most devices when a failure occurs while opening the communication link.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====End Of Day==== |
| − | :Windows Client Device API v2: Modify "dispatchevent" endpoint to properly handle null/empty Truck GPS Unit Id.
| |
| − | :Windows Client Device API v2: Modify "dispatchevent" endpoint to support HaulHub dispatch event notifications.
| |
| | | | |
| − | ==Build 4.3.9 - 4/21/2023==
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Order Maintenance
| + | ====Open Ticket Stack==== |
| − | :Fix issue where you could the DELETE key would delete system generated order events.
| |
| | | | |
| − | Schedule
| + | :Fix Truck F4 Search to only exclude trucks assigned to dispatch plants. |
| − | :Fix issue when doing Quick Order AFTER using View Order it will come up as View Order instead of Order Maintenance. | |
| | | | |
| − | Truck Demand Graph
| |
| − | :Fix "Resource not found" exception when using the Planning function.
| |
| | | | |
| − | ===Accounts Receivable Module=== | + | ====Order Stack==== |
| | | | |
| − | Aged Trial Balance
| + | :Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button. |
| − | :'''Add customer email field to report when using Summary or Detail report type.''' | |
| | | | |
| − | Customer Sales by Product Report
| |
| − | :Change Customer Class and Plant selection to checklist box.
| |
| | | | |
| − | Print Dunning Letters
| + | ====Ticket Printing==== |
| − | :'''Add Credit Terms Class selection.'''
| |
| | | | |
| − | Product Maintenance
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| − | :Show "Taxable" field heading when using multiple tax codes. | |
| | | | |
| − | Sales Tax Report
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| − | :'''Add Tax Method selection (allows separation of tax localities based on gross sales from tax localities based on qty sold.)''' | |
| | | | |
| − | Truck List
| + | :Improved performance of the Truck Id dropdown. |
| − | :Fix "Truck Class" dropdown not showing any data. | |
| | | | |
| − | Void Invoice
| |
| − | :Fix reversing G/L transaction to always have 'S' for transaction type.
| |
| − |
| |
| − | ===Accounts Payable Module===
| |
| − |
| |
| − | Import Invoices
| |
| − | :'''New option added to A/P Invoicing/Checks menu.'''
| |
| − | :Eliminate blank error dialog when there are no import errors.
| |
| − |
| |
| − | ===Purchase Order Module===
| |
| − |
| |
| − | P.O. Receipt Maintenance
| |
| − | :Do not allow entry of a receipt without a P.O. Number.
| |
| − |
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Tax Library
| |
| − | :'''Updated to version 2023-R5 (MI, WV states.)'''
| |
| − |
| |
| − | ===Cash Management Module===
| |
| − |
| |
| − | Transaction Entry
| |
| − | :Fix so batch cannot be posted if any transaction dates are in invalid periods.
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | System Menu
| |
| − | :'''Add new dialog box prior to displaying the Product Activation dialog with descriptive error message.'''
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Device Server
| |
| − | :For HaulHub batch weight notification device, send "supplier" field as company name.
| |
| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :'''Driver API: Add "cod" field to truckticketinfo endpoint.'''
| |
| − | :Online Customer Portal API: Fix ContactLookup endpoint to treat email parameter case insensitively.
| |
| − | :Windows Client A/R Report API: Fix ARTruckList endpoint to fix "Truck Class" dropdown not showing any data.
| |
| − |
| |
| − | ==Build 4.3.8 - 3/3/2023==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Order Maintenance
| |
| − | :'''Add "% Super Plas" (super-plasticizer) field.'''
| |
| − |
| |
| − | Re-Print E-Ticket Documents
| |
| − | :'''New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.'''
| |
| − |
| |
| − | Schedule
| |
| − | :Fix plant demand graph to include the dispatch time when generating the graph.
| |
| − | :Fix the double "View Order" buttons on the order popup menu when the user does not have permission to edit orders.
| |
| − | :Fix issue when entering a Quick Order where if you hover the mouse over the products grid and use the mouse scroll wheel (before entering the Customer Id/Order Id) you would not be able to complete the order.
| |
| − | :Fix issue where "View Order" allowed products to be deleted from the order.
| |
| − | :'''Display driver/truck license expiration warnings on ticket stub screen.'''
| |
| − |
| |
| − | Truck Demand Graph
| |
| − | :'''All backend processing has been moved to the Keystone REST Server.'''
| |
| − | :Use current date and time when displaying the graph for today.
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | Print Dunning Letters
| + | ====A/R Aged Trial Balance==== |
| − | :'''Add Customer Credit Status selection.'''
| |
| | | | |
| − | Product Maintenance
| + | :'''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.''' |
| − | :'''Show Last Produced Date and Last Sale Date on Inventory tab.''' | |
| | | | |
| − | Quick Ticket Entry
| + | :'''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.''' |
| − | :Fix product dropdown list not being populated when a customer is entered without a job. | |
| | | | |
| − | Re-Print A/R Documents
| |
| − | :'''New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.'''
| |
| | | | |
| − | ===Inventory Module=== | + | ====Cash Posting==== |
| | | | |
| − | Production Receipts
| + | :'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.''' |
| − | :Update Last Produced Date field for top-level product. | |
| | | | |
| − | ===Quote Module===
| |
| | | | |
| − | Quote Maintenance
| + | ====Credit Card Pre-Approval==== |
| − | :'''Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.'''
| |
| | | | |
| − | ===Payroll Module===
| + | :Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.) |
| | | | |
| − | Employee Maintenance
| |
| − | :'''Add validation for Social Security Number as per SSA rules.'''
| |
| | | | |
| − | Tax Library
| + | ====Job Price List==== |
| − | :'''Updated to version 2023-R3.'''
| |
| | | | |
| − | ===General===
| + | :Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified. |
| | | | |
| − | Email Forms Options<BR>
| |
| − | Forms Reports
| |
| − | :Fix to select the proper form when two forms are available but the first one is marked inactive.
| |
| − | :'''The form dropdown list will now include the new Description field added to Form Maintenance.'''
| |
| | | | |
| − | Form Maintenance
| + | ====Job Price Maintenance==== |
| − | :'''Add Description field.'''
| |
| | | | |
| − | Windows Client
| + | :'''Now supports custom mix design by job (contact support if you need this feature.)''' |
| − | :Fix issue where the width of a tab that is showing a bold caption would be too narrow and would clip off the end of the caption.
| |
| − | :'''Add "West Virginia" to DOT State dropdown list.''' | |
| | | | |
| − | ===Services===
| + | :Fix "Qty Open" value to properly handle jobs with only base price plant products specified. |
| | | | |
| − | Device Server
| |
| − | :'''Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.'''
| |
| − | :'''When sending tickets to ULINK batch control, send order "% Super Plas" field as ULINK fields #87 and #94.'''
| |
| − | :'''Add "WV" to list of supported states for HaulHub batch weight notification device.'''
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Pre-Billing Audit List==== |
| − | :'''Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.'''
| |
| − | :Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.
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| − | :Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.
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| − | :Driver API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
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| − | :GPS API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
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| − | :'''Windows Client A/R Report API: Add ARDocumentList endpoint.'''
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| − | :'''Windows Client Dispatch API v2: Add new endpoints for truck demand graph.'''
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| − | :'''Windows Client Dispatch Lookup API: Add new endpoints for truck demand graph.'''
| |
| − | :Windows Client Document Imaging API: Fix rdmDoDocIdx/cdsDocIdx_LinkType endpoint to return all document types when DOC_TYPE parameter is not specified.
| |
| | | | |
| − | ==Build 4.3.7 - 1/27/2023==
| + | :'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.''' |
| | | | |
| − | ===Accounts Payable Module===
| + | :Include fee paid in payment amount when ticket includes a payment with a fee. |
| | | | |
| − | A/P Federal & State 1099 Export
| |
| − | :'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)'''
| |
| | | | |
| − | ===Payroll Module=== | + | ====Print Invoices==== |
| | | | |
| − | Tax Library
| + | :Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant. |
| − | :'''Updated to version 2023-R2a.''' | |
| | | | |
| − | ===General===
| + | :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.) |
| | | | |
| − | DataScope
| |
| − | Query Export
| |
| − | :'''Queries created by the logged in user will always appear on the query list.'''
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| − | :'''Add "Created By" column to the query list.'''
| |
| − | :Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
| |
| | | | |
| − | System Menu
| + | ====Products Maintenance==== |
| − | :Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.
| |
| | | | |
| − | ===Services===
| + | :'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)''' |
| | | | |
| − | Device Server
| |
| − | :Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Sales Tax Rates Maintenance==== |
| − | :Change method of determining database cache versions to improve performance.
| |
| | | | |
| − | ==Build 4.3.6 - 1/24/2023==
| + | :'''Add "Geo State" and "Id" columns to the tax localities grid.''' |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | Customer Maintenance
| + | ====Ticket Inquiry==== |
| − | :Fix exception "EDBClient Data is read only" when attempting to delete a customer.
| |
| | | | |
| − | Job Price List
| + | :Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.) |
| − | :'''Add ability to print customer terms description on form (contact support if you need this.)''' | |
| | | | |
| − | Product List
| |
| − | :Print correct U/M when listing product components.
| |
| | | | |
| − | ===Accounts Payable Module=== | + | ====Ticket Maintenance==== |
| | | | |
| − | Reprint Checks
| + | :'''Add Total Water, Add Water and Color Water fields to batch weights grid.''' |
| − | :'''Add Vendor Sequence Code option to report sequence.''' | |
| | | | |
| − | ===Payroll Module===
| + | :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. |
| | | | |
| − | Calculate Payroll
| |
| − | :Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
| |
| − |
| |
| − | Company Summary Report
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| − | :Fix totals for Social Security Gross not matching other payroll summary reports.
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| − |
| |
| − | Setup Tax Codes
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| − | :'''Add drop-down list to Tax Library Id field.'''
| |
| − | :'''Add hint messages for local taxes.'''
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| − |
| |
| − | ===General===
| |
| | | | |
| − | Windows Client
| + | ====A/R Inquiry==== |
| − | :'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
| |
| − | :Reduce CPU usage of common logging module.
| |
| − | :Fix issue introduced in 4.2.6.27 when refreshing client cache.
| |
| | | | |
| − | ===Services=== | + | ====Cash Posting==== |
| | | | |
| − | Application Server
| + | ====Ticket Inquiry==== |
| − | Device Aggregator
| |
| − | Device Server
| |
| − | Keystone REST Server (KServer)
| |
| − | :Reduce CPU usage of common logging module.
| |
| − | :Improve thread-safety of region-based functions.
| |
| | | | |
| − | Device Server
| + | :Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search. |
| − | :Reduce CPU usage for scales that can be read a line at a time. | |
| − | :Fix scale reading issue when server is stopped/started.
| |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
| |
| | | | |
| − | ==Build 4.3.5 - 1/13/2023== | + | ====Cash Posting Register==== |
| | | | |
| − | ===Accounts Receivable Module=== | + | ====Cash Posting Register (Month End)==== |
| | | | |
| − | Job Price Maintenance
| + | :'''Add "Fee Amount" column with totals on the cash receipts register.''' |
| − | :Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.) | |
| | | | |
| − | ===Dispatch Module===
| |
| | | | |
| − | Schedule
| + | ====Product Classes Maintenance==== |
| − | :'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
| |
| | | | |
| − | ===Payroll Module=== | + | ====Products Maintenance==== |
| | | | |
| − | Calculate Payroll
| + | :'''Add "Edit Mix Design by Job/Order" checkbox.''' |
| − | :Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>) | |
| | | | |
| − | ===Services===
| |
| | | | |
| − | Device Aggregator
| + | ===Quote Module=== |
| − | :Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
| |
| − | | |
| − | Keystone REST Server (KServer)
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| − | :'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
| |
| − | | |
| − | ==Build 4.3.4 - 1/9/2023== | |
| − | | |
| − | ===Dispatch Module===
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| − | | |
| − | Order Maintenance
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| − | :'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
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| − | :Improve performance of contact query.
| |
| − | :Eliminate unnecessary re-querying of plant, job price and zone data.
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| − | | |
| − | Ticket Printing
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| − | :'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
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| − | :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
| − | | |
| − | ===Ticketing Module===
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| − | | |
| − | Order Maintenance
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| − | :'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
| |
| − | :Improve performance of contact query.
| |
| − | | |
| − | Ticket Printing
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| − | :'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
| |
| − | :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
| − | :When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
| |
| − | | |
| − | ===Accounts Receivable Module===
| |
| − | | |
| − | Customer Maintenance
| |
| − | :'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
| |
| − | | |
| − | Job Price Maintenance
| |
| − | :Improve performance of contact query.
| |
| − | | |
| − | Setup Pending Prices
| |
| − | :Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
| |
| − | :Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
| |
| − | :'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
| |
| − | :'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
| |
| − | | |
| − | Ticket Maintenance
| |
| − | :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
| | | | |
| − | ===Inventory Module=== | + | ====Quote List==== |
| | | | |
| − | Purchase Receipts
| + | :Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.) |
| − | :Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.) | |
| | | | |
| − | ===Quote Module===
| |
| − |
| |
| − | Quote Maintenance
| |
| − | :Improve performance of contact query.
| |
| | | | |
| | ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
| | | | |
| − | Handwritten Check Entry
| + | ====Email ACH Stubs==== |
| − | :For non-vouchered invoices, link P.O. receipts and generate product transactions.
| |
| | | | |
| − | ===Payroll Module===
| + | :Change sort sequence of stubs in the grid to Vendor Id and Check Date. |
| | | | |
| − | Print 941 Schedule B
| |
| − | :'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
| |
| | | | |
| − | Print W-3 Form
| + | ===Cash Management Module=== |
| − | :'''Updated for 2022 (no changes from 2021.)'''
| |
| − | | |
| − | Tax Library
| |
| − | :'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
| |
| − | | |
| − | ===General=== | |
| − | | |
| − | File Maintenance
| |
| − | :When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
| |
| − | | |
| − | ===Services===
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Transaction Entry==== |
| − | :Fix memory leaks when running SELECT query while processing a PUT/POST method.
| |
| − | :Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
| |
| − | :Driver API: Optimize Contacts query in notifyordercomplete endpoint.
| |
| − | :Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
| |
| − | :Quote API: Optimize Contacts query in Quote endpoint.
| |
| − | :Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
| |
| − | :Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
| |
| − | :Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
| |
| − | :Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
| |
| − | :Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
| |
| | | | |
| − | ==Build 4.3.3 - 12/27/2022==
| + | :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. |
| | | | |
| − | ===Payroll Module===
| + | :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. |
| | | | |
| − | Tax Library
| |
| − | :'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
| |
| | | | |
| | ===General=== | | ===General=== |
| | | | |
| − | Windows Client
| + | ====Company Database==== |
| − | :In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
| |
| − | | |
| − | ===Services=== | |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
| |
| − | :'''Add "Condition" property to AutoRun section of endpoint.'''
| |
| − | :Version API: Add endpoint condition for "logquerystats" endpoint.
| |
| − | :Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
| |
| − | | |
| − | ==Build 4.3.2 - 12/21/2022== | |
| − | | |
| − | ===Dispatch Module===
| |
| − | | |
| − | Order Maintenance
| |
| − | :Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
| |
| − | | |
| − | Print Orders
| |
| − | :'''Add ability to print Zone Description the form.'''
| |
| | | | |
| − | Schedule
| + | :'''Updated to version 28.17.''' |
| − | :'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.''' | |
| | | | |
| − | ===Ticketing Module===
| |
| | | | |
| − | Print Orders
| + | ====System Database==== |
| − | :'''Add ability to print Zone Description the form.'''
| |
| | | | |
| − | Weigh Truck
| + | :'''Updated to version 7.0.''' |
| − | :Force Truck Number to uppercase when adding a new truck on the fly. | |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Inquiry
| + | ====Windows Client==== |
| − | Cash Posting
| |
| − | :Use "CASH" (uppercase) when the check number for a payment is blank.
| |
| | | | |
| − | Apply Service Charges
| + | :'''User Alerts which displays important information at program startup.''' |
| − | :Force A/R GL to uppercase when adding a new one on the fly. | |
| − | :Force Svc Chg GL to uppercase when adding a new one on the fly.
| |
| − | :Force Exempt Code to uppercase when adding a new one on the fly.
| |
| | | | |
| − | Open Ticket Stack
| + | :'''Consolidated Email, SMS and other options in the Contacts grid.''' |
| − | :Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset. | |
| − | :The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
| |
| − | :Fix inability to change Tax Code after using F9 Edit Ticket.
| |
| | | | |
| − | Plant Maintenance
| |
| − | :Force Sys Loc to uppercase when adding a new one on the fly.
| |
| − | :Force Ship Group to uppercase when adding a new one on the fly.
| |
| − |
| |
| − | Product Maintenance
| |
| − | :Force Tax Code to uppercase when adding a new one on the fly.
| |
| − |
| |
| − | Void Invoice
| |
| − | :When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
| |
| − |
| |
| − | ===Inventory Module===
| |
| − |
| |
| − | Inventory Reconciliation
| |
| − | :Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
| |
| − |
| |
| − | ===Accounts Payable Module===
| |
| − |
| |
| − | Print Checks
| |
| − | :Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
| |
| − |
| |
| − | Vendor Maintenance
| |
| − | :'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
| |
| − |
| |
| − | ===Cash Management Module===
| |
| − |
| |
| − | Statement Reconciliation
| |
| − | :When a transaction is cleared, set the Clear Date to the reconciliation target date.
| |
| − |
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Setup Company
| |
| − | :Force State Code to uppercase when adding a new one on the fly.
| |
| − |
| |
| − | Tax Library
| |
| − | :'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
| |
| − |
| |
| − | Timecard Maintenance
| |
| − | :Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
| |
| − |
| |
| − | ===Job Cost Module===
| |
| − |
| |
| − | Job Maintenance
| |
| − | :Force Job Group to uppercase when adding a new one on the fly.
| |
| − |
| |
| − | Trx Type Maintenance
| |
| − | :Force Unit of Measure to uppercase when adding a new one on the fly.
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | Keystone Setup
| |
| − | :No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
| |
| − |
| |
| − | System Menu
| |
| − | :Fix so Query and Location datasets are cached on the client.
| |
| − | :Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
| |
| − |
| |
| − | Windows Client
| |
| − | :In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
| |
| | | | |
| | ===Services=== | | ===Services=== |
| | | | |
| − | Application Server | + | ====Application Server==== |
| − | :'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
| |
| | | | |
| − | Device Aggregator
| + | :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 "Test Link" function crashing the client thread. | |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
| |
| | | | |
| − | ==Build 4.3.1 - 11/27/2022== | + | ====Device Aggregator==== |
| | | | |
| − | ===Accounts Payable Module===
| + | :'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.''' |
| | | | |
| − | Federal & State 1099 Export
| |
| − | :'''Updated for tax year 2022.'''
| |
| − | :'''Remove IA_BEN payer element (not required for 2022.)'''
| |
| − | :'''Add empty box 13 for 1099-MISC (new for 2022.)'''
| |
| − | :'''Add Vendor Id selection.'''
| |
| | | | |
| − | Print 1099 Forms
| + | ====Device Server==== |
| − | :'''Updated for tax year 2022.'''
| |
| − | :'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
| |
| | | | |
| − | ===Payroll Module===
| + | :'''Send "Color Alias" to Keystone Batch.''' |
| | + | :'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.''' |
| | | | |
| − | ACA 1094/1095 Export
| + | :'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.''' |
| − | :'''Updated for tax year 2022 (no changes.)''' | |
| − | :'''Add Employee Id selection.'''
| |
| | | | |
| − | Federal & State W-2 Export
| |
| − | :'''Updated for tax year 2022 (no changes.)'''
| |
| − | :'''Add Employee Id selection.'''
| |
| | | | |
| − | Print W-2 Forms
| + | ====KServer Loadout API v1==== |
| − | :'''Updated for tax year 2022 (no changes.)'''
| |
| | | | |
| − | ===Cash Management Module===
| + | :'''New Loadout API added.''' |
| | | | |
| − | Statement Reconciliation
| + | ---- |
| − | :Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
| |
| − | | |
| − | ==Build 4.3 - 11/18/2022==
| |
| − | | |
| − | ===Dispatch Module===
| |
| − | | |
| − | Order Maintenance
| |
| − | :The EDIT and VISIBLE security options on Unit Price field are now handled properly.
| |
| − | :Improve performance of quoted job product lookup.
| |
| − | :Improve performance of job lookup by loading jobs for current customer only.
| |
| − | :Widened "Event Date/Time" on the Events tab.
| |
| − | | |
| − | Schedule
| |
| − | :'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
| |
| − | :'''Add order SHIP_TO_2 as an optional schedule grid field.'''
| |
| | | | |
| − | Ticket Printing
| + | [[Release Notes for Keystone 5.3.x]] |
| − | :The EDIT and VISIBLE security options on Unit Price field are now handled properly.
| |
| − | :'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
| |
| − | :Improve performance of quoted job product lookup.
| |
| − | :Improve performance of job lookup by loading jobs for current customer only.
| |
| − | :'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
| |
| | | | |
| − | ===Ticketing Module===
| + | [[Release Notes for Keystone 5.2.x]] |
| | | | |
| − | Order Maintenance
| + | [[Release Notes for Keystone 5.1.x]] |
| − | :The EDIT and VISIBLE security options on Unit Price field are now handled properly.
| |
| − | :Improve performance of quoted job product lookup.
| |
| − | :Improve performance of job lookup by loading jobs for current customer only.
| |
| | | | |
| − | Ticket Printing
| + | [[Release Notes for Keystone 5.0.x]] |
| − | :The EDIT and VISIBLE security options on Unit Price field are now handled properly.
| |
| − | :Improve performance of quoted job product lookup.
| |
| − | :Improve performance of job lookup by loading jobs for current customer only.
| |
| − | :'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
| |
| | | | |
| − | ===Accounts Receivable Module===
| + | [[Release Notes for Keystone 4.7.x]] |
| | | | |
| − | A/R Inquiry<BR>
| + | [[Release Notes for Keystone 4.6.x]] |
| − | Cash Posting
| |
| − | :'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
| |
| | | | |
| − | Customer Price Maintenance
| + | [[Release Notes for Keystone 4.5.x]] |
| − | :Improve performance of product lookup.
| |
| − | :Widened "Last Changed" grid column.
| |
| | | | |
| − | Customer Maintenance
| + | [[Release Notes for Keystone 4.4.x]] |
| − | :Improve performance of product lookup.
| |
| − | :Remove DOT tab (obsolete.)
| |
| | | | |
| − | Delivery Truck Log
| + | [[Release Notes for Keystone 4.3.x]] |
| − | :Do not include sales history from voided/reversal invoices.
| |
| − | | |
| − | Group Price Maintenance
| |
| − | :Improve performance of product lookup.
| |
| − | :Widened "Last Changed" grid column.
| |
| − | | |
| − | Job Price Maintenance
| |
| − | :Improve performance of product lookup.
| |
| − | :Improve performance of job lookup by loading jobs for current customer only.
| |
| − | :Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
| |
| − | :Widened "Last Changed" grid column.
| |
| − | :Zone and Product lookups to are now loaded only when the dropdown is clicked.
| |
| − | :'''Add state DOT field hint messages.'''
| |
| − | :Remove "Project Id" on DOT tab (obsolete.)
| |
| − | :Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
| |
| − | :'''Add F4 search to Plant Id and Usage Type fields.'''
| |
| − | :The setup parent job dialog will no longer load the lookup list of all jobs when shown.
| |
| − | :'''Add ability to add/edit Usage Class on the fly.'''
| |
| − | :Limit Job Id field to 18 characters when copying a job.
| |
| − | | |
| − | Open Ticket Stack
| |
| − | :Improve performance of quoted job product lookup.
| |
| − | :Improve performance of job lookup by loading jobs for current customer only.
| |
| − | | |
| − | Plant Maintenance
| |
| − | :'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
| |
| − | :Remove "Plant Identifier" on DOT tab (obsolete.)
| |
| − | :'''Add state DOT field hint messages.'''
| |
| − | :When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
| |
| − | :When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
| |
| − | | |
| − | Product Maintenance
| |
| − | :'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
| |
| − | :'''Add state DOT field hint messages.'''
| |
| − | | |
| − | Quick Ticket Entry
| |
| − | :Improve performance of quoted job product lookup.
| |
| − | :Improve performance of job lookup by loading jobs for current customer only.
| |
| − | | |
| − | Sales Tax Rate Maintenance
| |
| − | :'''Add splitter control to adjust heights of locality/rate grids.'''
| |
| − | :Increase default height of tax locality rate grid.
| |
| − | :Do not delete tax locality when tax locality structure record deleted.
| |
| − | | |
| − | Ticket Maintenance
| |
| − | :Improve performance of quoted job product lookup.
| |
| − | :Improve performance of job lookup by loading jobs for current customer only.
| |
| − | :Widened "Load Date/Time" column on the Batch Weights tab.
| |
| − | :Widened dispatch times on the Times/Email tab.
| |
| − | :Fix issue where scale weight popup would not appear in certain cases.
| |
| − | | |
| − | Truck Maintenance
| |
| − | :Remove DOT tab (obsolete.)
| |
| − | | |
| − | Unit of Measure Maintenance
| |
| − | :'''Add state DOT field hint messages.'''
| |
| − | | |
| − | ===Inventory Module===
| |
| − | | |
| − | Enter Inventory Balances<BR>
| |
| − | Misc. Inv. Transactions<BR>
| |
| − | Physical Inventory Entry<BR>
| |
| − | Production Receipts<BR>
| |
| − | Purchase Receipts
| |
| − | :Improve performance of stocked product lookup.
| |
| − | | |
| − | Inventory Reconciliation
| |
| − | :Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
| |
| − | | |
| − | Inventory Transfers
| |
| − | :Improve performance of stocked product lookup.
| |
| − | :'''Add F4 search capability to Transfer In product.'''
| |
| − | | |
| − | ===Quote Module===
| |
| − | | |
| − | Quote Maintenance
| |
| − | :'''Add state DOT field hint messages.'''
| |
| − | :Improve performance of product lookup.
| |
| − | :Improve performance of quote lookup by loading quotes for current prospect only.
| |
| − | :Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
| |
| − | :Widened "Last Changed" products grid column.
| |
| − | :'''Add F4 search to Plant Id and Usage Type fields.'''
| |
| − | :Do not load list of all jobs at startup.
| |
| − | :'''Add ability to add/edit Usage Class on the fly.'''
| |
| − | :Limit Quote Id field to 18 characters when copying a quote.
| |
| − | | |
| − | ===Accounts Payable Module===
| |
| − | | |
| − | Handwritten Check Entry
| |
| − | :When posting the batch, write check number to G/L transaction table.
| |
| − | | |
| − | Import Invoices
| |
| − | :Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
| |
| − | | |
| − | Print Checks
| |
| − | :Do not process void invoices with a non-zero To Pay amount.
| |
| − | | |
| − | Select Invoices for Payment
| |
| − | :Fix so saving changes does not update any void invoices.
| |
| − | | |
| − | ===Cash Management Module===
| |
| − | | |
| − | Statement Reconciliation
| |
| − | :When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
| |
| − | | |
| − | ===Payroll Module===
| |
| − | | |
| − | Employee Maintenance
| |
| − | :Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
| |
| − | | |
| − | Tax Library
| |
| − | :'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
| |
| − | | |
| − | ===Purchase Order Module===
| |
| − | | |
| − | Purchase Order Maintenance<BR>
| |
| − | P.O. Receipt Maintenance
| |
| − | :Improve performance of vendor product lookup.
| |
| − | | |
| − | ===General===
| |
| − | | |
| − | Setup
| |
| − | :'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
| |
| − | | |
| − | System Menu
| |
| − | :Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
| |
| − | :'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
| |
| − | | |
| − | Windows Client
| |
| − | :When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
| |
| − | :If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
| |
| − | | |
| − | ===Services===
| |
| − | | |
| − | Device Aggregator
| |
| − | :Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
| |
| − | | |
| − | Device Server
| |
| − | :'''Completed implementation of the HaulHub batch weight notification device.'''
| |
| − | :Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
| |
| − | :Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
| |
| − | :Fix potential thread-safety issues.
| |
| − | :'''Add default root URL for Keystone Online Contact Notification device.'''
| |
| − | :All Keystone Online API calls now use "https" prefix by default.
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Add ability to specify conditions for actions.'''
| |
| − | :'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
| |
| − | :'''Add "logquerystats" config file parameter.'''
| |
| − | :Stonemont QC API: Apply field truncations when posting data to avoid errors.
| |
| − | :Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
| |
| − | :Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
| |
| − | :'''Windows Client Quote API: New API added.'''
| |
| − | | |
| − | ----
| |
| | | | |
| | [[Release Notes for Keystone 4.2.x]] | | [[Release Notes for Keystone 4.2.x]] |
