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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 4.6.5 - 6/26/2024== | + | ==Release 5.4.0.0 - 9/16/2026== |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Order Maintenance
| + | ====End Of Day==== |
| − | :Fix error "No products entered for order - order not accepted" if you pressed F2 on the first detail line before tabbing off the line (introduced in 4.6.3.5.)
| |
| | | | |
| − | Schedule
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| − | :Fix error "Cannot perform this operation on an open dataset" after shipping a load but aborting before the ticket prints. | |
| − | :Fix incorrect values for order quantity totals when loads are completely shipped.
| |
| − | :'''Add optional schedule grid fields: Qty Ord (Total), Qty Shpd (Total), Qty Rem (Total).'''
| |
| − | :When an order is split between multiple plants, always display the Qty Ord, Qty Shpd and Qty Rem columns as ##/##, whether the second number is zero or not.
| |
| | | | |
| − | ===Ticketing Module===
| |
| − |
| |
| − | Order Maintenance
| |
| − | :Fix error "No products entered for order - order not accepted" if you pressed F2 on the first detail line before tabbing off the line (introduced in 4.6.3.5.)
| |
| − |
| |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | Customer Sales by Job Report<BR>
| |
| − | Customer Sales by Product Report<BR>
| |
| − | Product Sales by Customer Report
| |
| − | :Fix MTD columns always showing as zero (introduced in 4.6.3.6.)
| |
| − |
| |
| − | Product Sales Report
| |
| − | :Fix exception "Column unknown SS.PRODUCT_CLASS" when selecting by product class (introduced in 4.6.3.6.)
| |
| − |
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Tax Library
| |
| − | :'''Updated to version 2024-R7a (GA, ID, OH, UT states.)'''
| |
| | | | |
| − | ==Build 4.6.4 - 6/14/2024== | + | ====Open Ticket Stack==== |
| | | | |
| − | ===Dispatch Module===
| + | :Fix Truck F4 Search to only include trucks assigned to dispatch plants. |
| | | | |
| − | Order Maintenance
| |
| − | :Fix issue where plant drop-down site distances would not update when moving between orders.
| |
| − | :Fixed some loopholes that would allow an order with no products to be saved in some cases.
| |
| − | :'''Display a checkbox for the "Custom 1" field on the Advanced Copy dialog if that field is configured.'''
| |
| − | :'''Allow grid column sorting on the History tab and remember the settings.'''
| |
| | | | |
| − | Schedule
| + | ====Order Maintenance==== |
| − | :'''Add "split order" indicator in bottom-right corner of "Order" schedule grid cell.'''
| |
| − | :'''When displaying a split order, the three Qty columns will now display as ##.##/##.## indicating first the quantity for this plant and second the quantity for the entire order.'''
| |
| | | | |
| − | Ticket Printing
| + | :'''Now supports custom mix design by order (contact support if you need this feature.)''' |
| − | :Fix the following ticket fields for changes made in 4.6.1.1 to the sequence of committing the ticket to the database prior to printing: CALC_TICKETSTODAY, CALC_TICKETSTODATE and CALC_QTYTODAY. | |
| | | | |
| − | ===Ticketing Module===
| + | :Allow editing of order with incorrectly specified %/Qty Sold tax column. |
| | | | |
| − | Order Maintenance
| + | :'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.''' |
| − | :Fix issue where plant drop-down site distances would not update when moving between orders. | |
| − | :Fixed some loopholes that would allow an order with no products to be saved in some cases.
| |
| | | | |
| − | Ticket Printing
| |
| − | :Fix the following ticket fields for changes made in 4.6.1.1 to the sequence of committing the ticket to the database prior to printing: CALC_TICKETSTODAY, CALC_TICKETSTODATE and CALC_QTYTODAY.
| |
| | | | |
| − | ===Accounts Receivable Module=== | + | ====Schedule==== |
| | | | |
| − | Comparative Customer Sales Report<BR>
| + | :Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom. |
| − | Customer Sales by Job Report<BR>
| |
| − | Customer Sales by Product Report<BR>
| |
| − | Customer Sales Report<BR>
| |
| − | Product Sales by Customer Report<BR>
| |
| − | Product Sales Report<BR>
| |
| − | Summary Sales Report
| |
| − | :Significant performance improvement when Customer/Product selection is specified. | |
| | | | |
| − | Customer Price Maintenance<BR>
| + | :'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.''' |
| − | Group Price Maintenance
| |
| − | :Fix issue where the products were in random sequence after changes were made and the OK button was clicked. | |
| | | | |
| − | Job Price Maintenance
| |
| − | :Fix "Qty Open" column on products grid to ignore void tickets.
| |
| − | :Fix issue where plant drop-down site distances would not update when moving between orders.
| |
| | | | |
| − | Print Invoices<BR>
| + | ====Ticket Printing==== |
| − | Re-Print Invoices
| |
| − | :Fix flip-flop behavior when the division invoice form for the first invoice to be previewed/printed is inactive. (Previously on the first preview/print you would get the error "Form is not active". On the second preview/print you would not get an error but invoices for the inactive division form would not print.)
| |
| | | | |
| − | Product Maintenance
| + | :'''Send custom mix design to batch control from job/order if specified.''' |
| − | :Eliminate "stuttering" after each keypress when typing in a Product Id or using the F4 search on Product Id (delay updating the dropdown list for approximately 1/3 second.) | |
| − | :Fix exception "EDatabaseError: cdsMaster Dataset not in insert or edit mode" after copying a product with a plant suffix.
| |
| − | | |
| − | Sales Tax Report
| |
| − | :Fix issue when run by Locality where the reported tax amounts would be multiplied by the number of tax locality entries for the locality (introduced in 4.5.6.8.)
| |
| − | | |
| − | ===Quote Module===
| |
| | | | |
| − | Quote Maintenance
| + | :'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)''' |
| − | :Fix issue where plant drop-down site distances would not update when moving between orders. | |
| | | | |
| − | ===General===
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| | | | |
| − | File Maintenance
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| − | :After copying an item there is no active control which leads to an "Access Violation" exception when you hit TAB. | |
| | | | |
| − | Form Reports
| + | :Improved performance of the Truck Id dropdown. |
| − | :When a standard form exists in Form Maintenance but is marked inactive, fall back to the standard form file instead of displaying an error message that the form is inactive. | |
| | | | |
| − | ===Services===
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Truck Demand Graph==== |
| − | :Windows Client A/R Lookup API: Modify endpoints to use database queries instead of local queries against the cache: rdmARProduct/cdsLookupExact, rdmARProduct/cdsLookupSubset, rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
| |
| − | :Windows Client Ticketing API: Modify query in "rdmTIOrder/cdsTruckOrderList" endpoint to ignore void tickets.
| |
| | | | |
| − | ==Build 4.6.3 - 6/6/2024==
| + | :'''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.''' |
| − | :'''Add field change events for Order Color, Comment 1 & 2, Notes 1 & 2.''' | |
| | | | |
| − | Schedule
| + | :Fixed the Delivery Time labels so they always reflect time of day. |
| − | :'''Immediately refresh the schedule when any networked user makes a change that affects the schedule (contact support if you need this feature.)''' | |
| | | | |
| − | Ticket Printing
| |
| − | :Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.1.4.)
| |
| − | :'''Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)'''
| |
| | | | |
| | ===Ticketing Module=== | | ===Ticketing Module=== |
| | | | |
| − | Order Stack
| + | ====End Of Day==== |
| − | :'''Immediately refresh the order stack when any networked user makes a change that affects the order stack (contact support if you need this feature.)'''
| |
| − | | |
| − | Ticket Printing
| |
| − | :Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.1.4.)
| |
| − | :'''Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)'''
| |
| − | | |
| − | ===Accounts Receivable Module=== | |
| − | | |
| − | Cash Posting
| |
| − | :Fix SPACE BAR not picking up open credit (introduced in 4.6.1.4.)
| |
| − | | |
| − | Job Price Maintenance
| |
| − | :'''Add ability to rename a Job Id.'''
| |
| − | | |
| − | Plant Maintenance
| |
| − | :'''Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)'''
| |
| − | :Always call up the map when the Map button is clicked.
| |
| − | :'''When there are no GPS coordinates specified, use the Address 1 & 2 lines to map the plant location.'''
| |
| − | | |
| − | Product Maintenance
| |
| − | :'''Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)'''
| |
| − | | |
| − | ===General Ledger Module=== | |
| − | | |
| − | Import Payroll Transactions
| |
| − | :'''New option added to the G/L Entry/Inquiry menu (not active at this time.)'''
| |
| − | | |
| − | ===Services===
| |
| − | | |
| − | Keystone Net Message Service
| |
| − | :'''New service which broadcasts messages across the network.'''
| |
| − | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Driver API: Modify "notifyorderroute" endpoint to add "TruckesEnroute" list.'''
| |
| − | :Windows Client A/R Lookup API: Modify "rdmARUnitOfMeasure/cdsKey" endpoint: ignore EXPANDED_UMS if it is an empty string.
| |
| | | | |
| − | ==Build 4.6.2 - 5/22/2024==
| + | :'''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==== |
| − | :'''Add "Description 2" to Product Id dropdown list.'''
| |
| − | :'''Add fields to Order Id dropdown list: Qty Ordered, Delivery Time, Order Status.'''
| |
| − | :'''Use Slump from corresponding job product if specified as an override.'''
| |
| − | :Changed "Delete" button to "Cancel Order" button.
| |
| − | :Display a single popup form when cancelling an order, contains warning message and input box for the cancel reason.
| |
| | | | |
| − | Re-Print Tickets
| + | :Fix Truck F4 Search to only exclude trucks assigned to dispatch plants. |
| − | :'''Use ticket form from customer if specified (overrides plant ticket form.)''' | |
| | | | |
| − | Ticket Inquiry
| |
| − | :'''New option added to the Dispatch Reports/Inquiries menu.'''
| |
| | | | |
| − | Ticket Maintenance
| + | ====Order Stack==== |
| − | :Only show tickets for dispatch plants.
| |
| | | | |
| − | Ticket Printing
| + | :Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button. |
| − | :Tickets are now stored in the database prior to printing. | |
| − | :'''Use ticket form from customer if specified (overrides plant ticket form.)'''
| |
| − | :'''Use Slump from corresponding job product if specified as an override.'''
| |
| | | | |
| − | ===Ticketing Module===
| |
| | | | |
| − | Order Maintenance
| + | ====Ticket Printing==== |
| − | :'''Use Slump from corresponding job product if specified as an override.'''
| |
| | | | |
| − | Re-Print Tickets
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| − | :'''Use ticket form from customer if specified (overrides plant ticket form.)''' | |
| | | | |
| − | Ticket Inquiry
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| − | :'''New option added to the Ticketing Reports/Inquiries menu.''' | |
| | | | |
| − | Ticket Maintenance
| + | :Improved performance of the Truck Id dropdown. |
| − | :Only show tickets for ticketing plants. | |
| − | :Do not allow tickets to be added.
| |
| | | | |
| − | Ticket Printing
| |
| − | :Tickets are now stored in the database prior to printing.
| |
| − | :'''Use ticket form from customer if specified (overrides plant ticket form.)'''
| |
| − | :'''Use Slump from corresponding job product if specified as an override.'''
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | A/R Inquiry | + | ====A/R Aged Trial Balance==== |
| − | :'''Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.'''
| |
| − | :'''Invoice Number F4 search will position to the invoice.'''
| |
| − | :'''Indicate Blocked/Bad Debt credit status in large, red font.'''
| |
| | | | |
| − | Cash Posting
| + | :'''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.''' |
| − | :'''Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.''' | |
| − | :'''Invoice Number F4 search will position to the invoice.'''
| |
| − | :'''SPACE BAR may now be used to reverse a previously applied payment when a negative check is entered.'''
| |
| − | :'''Indicate Blocked/Bad Debt credit status in large, red font.'''
| |
| | | | |
| − | Cash Posting Register<BR>
| + | :'''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.''' |
| − | MTD Cash Posting Register
| |
| − | :'''Add checkbox to include Session Number on the register.''' | |
| − | :Change "Entry Sequence" to "Session No." in Report Sequence dropdown.
| |
| − | :'''Add session subtotals when using "Session No." report sequence.'''
| |
| | | | |
| − | Customer Maintenance
| |
| − | :'''Add field change event for "Active" field.'''
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| − | :'''Add Forms tab to specify quote and/or ticket form specific to the customer.'''
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| | | | |
| − | Job Price Maintenance
| + | ====Cash Posting==== |
| − | :'''Add "Slump" column to Products grid (overrides default/product slump when product is ordered/ticketed.)'''
| |
| | | | |
| − | Product Maintenance
| + | :'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.''' |
| − | :'''Add field change event for "Active" field.''' | |
| − | :Do not copy the pending price fields when copying products.
| |
| | | | |
| − | Sales Tax Rate Maintenance
| |
| − | :Widened the G/L Account dropdown on the Tax Locality dialog to show the entire description.
| |
| | | | |
| − | Ticket History Inquiry
| + | ====Credit Card Pre-Approval==== |
| − | :Removed option from the Sales Analysis menu (replaced by Ticket Inquiry below.)
| |
| | | | |
| − | Ticket Inquiry
| + | :Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.) |
| − | :'''New option added to the Accounts Receivable menu. This option includes plant tickets, office tickets and sales history.''' | |
| − | | |
| − | Ticket Maintenance
| |
| − | :Change default ticket number F4 search range from 30 to 90 days ago.
| |
| − | | |
| − | ===Quote Module===
| |
| | | | |
| − | Print Quotes
| |
| − | :'''Use form from customer/prospect if one is specified.'''
| |
| | | | |
| − | Prospect Maintenance
| + | ====Job Price List==== |
| − | :'''Add Forms tab to specify quote form specific to the prospect.'''
| |
| | | | |
| − | Quote Maintenance
| + | :Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified. |
| − | :'''When printing/emailing a quote, use form from customer/prospect if one is specified.''' | |
| | | | |
| − | ===Accounts Payable Module===
| |
| | | | |
| − | Vendor Maintenance
| + | ====Job Price Maintenance==== |
| − | :'''Add Events tab.'''
| |
| − | :'''Add field change events for: Vend Class, Payment Terms, 1099 Class, COD, Tax Auth, A/P G/L, Cash G/L, Discount G/L, Expense G/L, Tax Id, Active and contact Email.'''
| |
| | | | |
| − | ===General===
| + | :'''Now supports custom mix design by job (contact support if you need this feature.)''' |
| | | | |
| − | DataScope<BR>
| + | :Fix "Qty Open" value to properly handle jobs with only base price plant products specified. |
| − | Query Export
| |
| − | :Changed "App" column heading to "Module" and show module description instead of code. | |
| − | :Widened query list grid.
| |
| − | :Changed "Notes" column heading to "Long Description".
| |
| | | | |
| − | System Map
| |
| − | :Corrected issue with displaying routes/maps using HERE when Keystone is hosted on a cloud-based virtual machine.
| |
| | | | |
| − | ===Services=== | + | ====Pre-Billing Audit List==== |
| | | | |
| − | Application Server
| + | :'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.''' |
| − | :Fix error "The company database upgrade failed...Unable to write to C:\Program Files (x86)\...\ccwibsv.ini" when setting up a new system and a database requires a version upgrade. | |
| | | | |
| − | Keystone REST Server (KServer)
| + | :Include fee paid in payment amount when ticket includes a payment with a fee. |
| − | :'''Windows Client A/R API: Add "rdmARAllTickets/cdsMaster" endpoint.''' | |
| − | :'''Windows Client A/R Lookup API: Add "rdmARAllTickets/cdsKey" and "rdmARAllTickets/cdsTicketSearch" endpoints.'''
| |
| − | :Windows Client A/R Lookup API: Modify "rdmARPlantTicket/cdsKey" and "rdmARPlantTicket/cdsTicketSearch" endpoints to add PLANT_TYPES parameter.
| |
| − | :Windows Client Device API v2: Modify "dispatchevent" endpoint ticket queries to merge plant, office and sales history tables.
| |
| | | | |
| − | ==Build 4.6.1 - 5/14/2024==
| |
| | | | |
| − | ===Dispatch Module=== | + | ====Print Invoices==== |
| | | | |
| − | Order Maintenance
| + | :Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant. |
| − | :Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.) | |
| − | :Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.
| |
| | | | |
| − | Reprint Tickets
| + | :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.) |
| − | :Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void. | |
| | | | |
| − | Schedule
| |
| − | :Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.
| |
| − | :Do not include orders (both on the order grid and in the schedule totals) where the order's plant does not allow tickets to be generated.
| |
| − | :Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.
| |
| − | :Fix exception "cdsDIScheduleGrid: Field LD_LOAD_NO not found" when using the "Ship to Same Order" option on the truck popup menu (introduced in 4.6.)
| |
| | | | |
| − | Ticket Printing
| + | ====Products Maintenance==== |
| − | :When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
| |
| − | :'''Add ability to configure separate forms/printers by scale device on the Printer Setup dialog.'''
| |
| − | :Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
| |
| − | :Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
| |
| | | | |
| − | ===Ticketing Module===
| + | :'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)''' |
| | | | |
| − | Ticket Printing
| |
| − | :Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
| |
| | | | |
| − | ===Accounts Receivable Module=== | + | ====Sales Tax Rates Maintenance==== |
| | | | |
| − | Automatic Product Maintenance
| + | :'''Add "Geo State" and "Id" columns to the tax localities grid.''' |
| − | :'''Add "Copy Automatic Product" button to the product edit page.''' | |
| − | :Fix so Cancel button on the main screen cancels changes.
| |
| − | :Fix so Cancel button when adding a new automatic product cancels the add.
| |
| | | | |
| − | Cash Posting
| |
| − | :'''Add Contacts tab.'''
| |
| | | | |
| − | Email Statements
| + | ====Ticket Inquiry==== |
| − | :Fix to properly configure job, plant or division separation.
| |
| − | :Fix to properly update email status when plant or division separation is active.
| |
| − | :Generate unique PDF filename when plant or division separation is active.
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| − | :Allow blank Statement Form Id and maintain this setting from run to run.
| |
| − | :When separating by division, properly handle blank for "Only Division" dropdown.
| |
| | | | |
| − | Print Statements
| + | :Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.) |
| − | :Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form. | |
| − | :When resetting the form at Preview/Print time, always load the form after changing the form to the division-specific form (introduced in 4.6.)
| |
| − | :Fix aging, discount, finance charge and statement totals when separating by job, plant or division.
| |
| − | :Fix initial form setting at start of report.
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| | | | |
| − | Sales Tax Report
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| − | :Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.
| |
| | | | |
| − | ===Accounts Payable Module=== | + | ====Ticket Maintenance==== |
| | | | |
| − | Aged Trial Balance Export
| + | :'''Add Total Water, Add Water and Color Water fields to batch weights grid.''' |
| − | :'''New option added to the A/P Data Exports menu.''' | |
| | | | |
| − | ===General Ledger 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. |
| | | | |
| − | Print Financial Statement Format
| |
| − | :Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
| |
| | | | |
| − | ===Payroll Module=== | + | ====A/R Inquiry==== |
| | | | |
| − | Tax Library
| + | ====Cash Posting==== |
| − | :'''Updated to version 2024-R6.'''
| |
| | | | |
| − | ===General=== | + | ====Ticket Inquiry==== |
| | | | |
| − | Company Database
| + | :Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search. |
| − | :Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field. | |
| | | | |
| − | Form Reports
| |
| − | :If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.
| |
| | | | |
| − | File Maintenance
| + | ====Cash Posting Register==== |
| − | :Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)
| |
| | | | |
| − | ===Services=== | + | ====Cash Posting Register (Month End)==== |
| | | | |
| − | Keystone REST Server (KServer)
| + | :'''Add "Fee Amount" column with totals on the cash receipts register.''' |
| − | :Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field. | |
| − | :Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.
| |
| − | :Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
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| | | | |
| − | ==Build 4.6 - 5/3/2024==
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| − | ===New Features=== | + | ====Product Classes Maintenance==== |
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| − | Dispatch Split Orders
| + | ====Products Maintenance==== |
| − | :'''When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)'''
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| − | Dispatch Orders can no longer be deleted
| + | :'''Add "Edit Mix Design by Job/Order" checkbox.''' |
| − | :'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.''' | |
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| − | Re-Send Dispatch Event Notifications
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| − | :'''A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.'''
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| − | Sending Tickets to Batch Controls
| + | ===Quote Module=== |
| − | :'''A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.'''
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| | | | |
| − | ===Dispatch Module=== | + | ====Quote List==== |
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| − | Mix Design Maintenance
| + | :Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.) |
| − | :'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.''' | |
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| − | Order Maintenance
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| − | :'''Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.'''
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| − | :'''Do not allow orders to be deleted.'''
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| − | :'''Require reason when the order status is changed to "Cancelled".'''
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| − | :'''Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.'''
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| − | :'''Add shading to non-editable fields on Loads grid.'''
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| − | :'''Add ability to override a load's scheduled plant.'''
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| − | :'''Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.'''
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| − | :'''Add support for Split Orders (see New Features above.)'''
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| − | :'''When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)'''
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| − | :'''Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.'''
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| | | | |
| − | Order Maintenance<BR>
| + | ===Accounts Payable Module=== |
| − | Ticket Maintenance
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| − | :'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
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| | | | |
| − | Order Maintenance<BR>
| + | ====Email ACH Stubs==== |
| − | Ticket Printing
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| − | :'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
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| | | | |
| − | Schedule
| + | :Change sort sequence of stubs in the grid to Vendor Id and Check Date. |
| − | :'''Add order event for Swap Truck.''' | |
| − | :'''Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.'''
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| − | :'''Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.'''
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| − | :'''Add hover hint on truck status to show batch control error message.'''
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| − | :'''Set WillCall Release Time field when a W/C order is shipped.'''
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| − | :'''Truck grids now sort on plant and truck number by default.'''
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| − | :'''Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)'''
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| − | :After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.
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| | | | |
| − | Schedule<BR>
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| − | Ticket Maintenance<BR>
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| − | Ticket Printing<BR>
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| − | Ticket Stack<BR>
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| − | Weigh Truck
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| − | :'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
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| | | | |
| − | Ticket Maintenance
| + | ===Cash Management Module=== |
| − | :'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
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| − | :'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
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| | | | |
| − | Ticket Maintenance<BR>
| + | ====Transaction Entry==== |
| − | Ticket Stack
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| − | :'''Allow editing of the HOLD field.'''
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| | | | |
| − | Ticket Printing
| + | :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. |
| − | :'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.''' | |
| − | :'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
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| − | :'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
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| − | :'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
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| | | | |
| − | ===Ticketing 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. |
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| − | Order Maintenance<BR>
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| − | Ticket Maintenance
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| − | :'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
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| | | | |
| − | Order Maintenance<BR>
| + | ===General=== |
| − | Ticket Printing
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| − | :'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
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| | | | |
| − | Order Stack
| + | ====Company Database==== |
| − | :'''Add order CUSTOM_1 field as an optional grid field.'''
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| | | | |
| − | Order Stack<BR>
| + | :'''Updated to version 28.17.''' |
| − | Ticket Maintenance<BR>
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| − | Ticket Printing<BR>
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| − | Ticket Stack<BR>
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| − | Weigh Truck
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| − | :'''Show Description in Truck Id dropdown list, add F4 Search on Description field.''' | |
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| − | Order Stack<BR>
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| − | Ticket Printing
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| − | :'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
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| | | | |
| − | Ticket Maintenance
| + | ====System Database==== |
| − | :'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
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| − | :'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
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| | | | |
| − | Ticket Maintenance<BR>
| + | :'''Updated to version 7.0.''' |
| − | Ticket Stack
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| − | :'''Allow editing of the HOLD field.''' | |
| | | | |
| − | Ticket Printing
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| − | :'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
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| − | :'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
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| − | :'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
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| | | | |
| − | ===Accounts Receivable Module=== | + | ====Windows Client==== |
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| − | Job Price Maintenance
| + | :'''User Alerts which displays important information at program startup.''' |
| − | :Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
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| − | :'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.''' | |
| | | | |
| − | Open Ticket Stack<BR>
| + | :'''Consolidated Email, SMS and other options in the Contacts grid.''' |
| − | Ticket Maintenance<BR>
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| − | Truck Maintenance
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| − | :'''Show Description in Truck Id dropdown list, add F4 Search on Description field.''' | |
| | | | |
| − | Plant Maintenance
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| − | :'''Add Events tab.'''
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| − | :'''Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.'''
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| − | :'''Add "Allow Tickets" checkbox.'''
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| − | :Require access code to activate an inactive plant.
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| − | :Require access code to change Allow Tickets from unchecked to checked.
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| | | | |
| − | Print Invoices
| + | ===Services=== |
| − | :Fix invoice separation by division.
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| | | | |
| − | Print Statements
| + | ====Application Server==== |
| − | :'''Add options to properly separate by job, plant, division.'''
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| − | :'''Save the selections in the Division/Plant/Job dropdowns from run to run.'''
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| − | :Eliminate Customer/Job report sequence option.
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| | | | |
| − | Product Maintenance
| + | :Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed. |
| − | :'''Add field change events for the Tax Code fields.''' | |
| − | :'''Auto-fill Base Product and Plant fields when adding a new product.'''
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| − | :Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
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| − | :Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
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| − | :'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
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| − | Sales Tax Report
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| − | :'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''
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| | | | |
| − | Ticket Maintenance
| + | ====Device Aggregator==== |
| − | :'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
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| − | :'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
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| | | | |
| − | Truck Maintenance
| + | :'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.''' |
| − | :'''Add "Description" field.''' | |
| | | | |
| − | ===Accounts Payable Module===
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| | | | |
| − | A/P Inquiry
| + | ====Device Server==== |
| − | :'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''
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| − | Print Checks<BR>
| + | :'''Send "Color Alias" to Keystone Batch.''' |
| − | Re-Print Checks<BR>
| + | :'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.''' |
| − | Vendor List<BR>
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| − | Vendor Maintenance<BR>
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| − | Void Checks<BR>
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| − | Void Invoices
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| − | :'''Add "Country" field.''' | |
| | | | |
| − | ===Payroll Module===
| + | :'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.''' |
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| − | Tax Library
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| − | :'''Updated to version 2024-R5 (VA state.)'''
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| | | | |
| − | ===General=== | + | ====KServer Loadout API v1==== |
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| − | Form Maintenance
| + | :'''New Loadout API added.''' |
| − | :Change font for "Form Data" tab to Courier New to match the default font used when printing forms. | |
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| − | Form Reports
| + | ---- |
| − | :Do not use forms in the company database that are marked Inactive.
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| − | :'''Allow special Unicode characters when printing text on forms.'''
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| − | Windows Client
| + | [[Release Notes for Keystone 5.3.x]] |
| − | :Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
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| − | :'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
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| − | :File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
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| − | :File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.
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| | | | |
| − | ===Services===
| + | [[Release Notes for Keystone 5.2.x]] |
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| − | Application Server
| + | [[Release Notes for Keystone 5.1.x]] |
| − | :Disable KServer access to database being upgraded during upgrade process.
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| − | Device Server
| + | [[Release Notes for Keystone 5.0.x]] |
| − | :'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
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| − | :Do not truncate any product code fields for batch protocols.
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| − | :Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
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| − | :'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''
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| − | Keystone REST Server (KServer)
| + | [[Release Notes for Keystone 4.7.x]] |
| − | :Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
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| − | :Prevent new requests from connecting to database being restored or upgraded.
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| − | :Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
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| − | :When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
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| − | :Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
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| − | :'''Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.'''
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| − | :Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
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| − | :Stonemont QC API: Set "decodestrings" option to "html" at the map level.
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| − | :'''Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.'''
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| − | :'''Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.'''
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| − | :'''Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.'''
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| − | :'''Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
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| − | :Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
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| − | :'''Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
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| − | :'''Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
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| − | :'''Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.'''
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| − | :'''Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.'''
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| | | | |
| − | ----
| + | [[Release Notes for Keystone 4.6.x]] |
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| | [[Release Notes for Keystone 4.5.x]] | | [[Release Notes for Keystone 4.5.x]] |
