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| | <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p> | | <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p> |
| | | | |
| − | ==Build 3.6.5 - 1/21/2020== | + | ==Release 5.4.0.0 - 9/16/2026== |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Dispatch Ticket Printing
| + | ====End Of Day==== |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Ticketing Module===
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| | | | |
| − | Ticketing Ticket Printing
| |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Open Ticket Stack==== |
| | | | |
| − | ACA 1094/1095 Export
| + | :Fix Truck F4 Search to only include trucks assigned to dispatch plants. |
| − | :'''Compliance testing for 2019 completed.''' | |
| | | | |
| − | Calculate Payroll
| |
| − | :'''Only apply federal/state additional withholding amounts if the appropriate checkbox is checked in Timecard Maintenance for the current check being processed.'''
| |
| | | | |
| − | Payroll Tax Library
| + | ====Order Maintenance==== |
| − | :'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
| |
| | | | |
| − | Payroll Timecard Maintenance
| + | :'''Now supports custom mix design by order (contact support if you need this feature.)''' |
| − | :'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.''' | |
| | | | |
| − | Prepare Payroll
| + | :Allow editing of order with incorrectly specified %/Qty Sold tax column. |
| − | :'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.''' | |
| | | | |
| − | ===General===
| + | :'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.''' |
| | | | |
| − | Automatic Products
| |
| − | :Significant performance improvement when processing Automatic Products.
| |
| | | | |
| − | Form Reports
| + | ====Schedule==== |
| − | :'''Add ability to specify shading color for boxes on forms.'''
| |
| | | | |
| − | Windows Client Options
| + | :Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom. |
| − | :Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher. | |
| | | | |
| − | ===Services===
| + | :'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.''' |
| | | | |
| − | Application Server
| |
| − | :'''Add support for Federal 2020 W-4 payroll tax calculation formula.'''
| |
| − | :Include web contact, projected time and load number fields when sending to a Dispatch Event device.
| |
| | | | |
| − | Device Server
| + | ====Ticket Printing==== |
| − | :Include web contact, projected time and load number fields when sending to a Dispatch Event device.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | :'''Send custom mix design to batch control from job/order if specified.''' |
| − | :'''Driver API: Add "driverinfo" endpoint.''' | |
| | | | |
| − | ===Database===
| + | :'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)''' |
| | | | |
| − | Company Database
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| − | :'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.''' | |
| | | | |
| − | ==Build 3.6.4 - 12/23/2019==
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| | | | |
| − | ===Payroll Module===
| + | :Improved performance of the Truck Id dropdown. |
| | | | |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
| |
| | | | |
| − | ===Services=== | + | ====Truck Demand Graph==== |
| | | | |
| − | Application Server
| + | :'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.''' |
| − | :Support more than 32 processor cores when affinity mask configuration option not specified. | |
| | | | |
| − | Keystone REST Server (KServer)
| + | :The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph . |
| − | :Reduce lock contention for InterBase database connections. | |
| − | :Reduce lock contention for SQLite database connections.
| |
| | | | |
| − | ==Build 3.6.3 - 12/20/2019==
| + | :'''The minimum Slot Length is now 1 minute.''' |
| | | | |
| − | ===Dispatch Module===
| + | :Fixed the Delivery Time labels so they always reflect time of day. |
| | | | |
| − | Dispatch End of Day<BR>
| |
| − | Dispatch Re-Transfer Tickets
| |
| − | :'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
| |
| − |
| |
| − | Dispatch Order List
| |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
| |
| | | | |
| | ===Ticketing Module=== | | ===Ticketing Module=== |
| | | | |
| − | Ticketing End of Day<BR>
| + | ====End Of Day==== |
| − | Ticketing Re-Transfer Tickets
| |
| − | :'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
| |
| − | | |
| − | Ticketing Order List
| |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
| |
| − | | |
| − | ===Accounts Receivable Module=== | |
| − | | |
| − | A/R Open Ticket Stack
| |
| − | :When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.
| |
| − | | |
| − | A/R Quick Ticket Entry
| |
| − | :'''Bring down Ticket Time from previous line.'''
| |
| − | | |
| − | A/R Sales Tax Rate Maintenance
| |
| − | :'''Show total tax authority rate based on current system date.'''
| |
| − | :'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
| |
| − | :'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
| |
| − | :'''Remove # column on the tax locality tax rates grid.'''
| |
| − | :'''Move G/L Account column after Method column on tax rates grid.'''
| |
| − | :'''The tax rates grid can no longer be edited.'''
| |
| − | :'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
| |
| − | :'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
| |
| − | :'''Show locality rates in tax authority detail grid based on current system date.'''
| |
| − | :'''Move U/M column to end of grid, move to bottom on new pop-up form.'''
| |
| − | | |
| − | A/R Ticket Maintenance
| |
| − | :Assign Job Class field from the job when the Job Id is changed.
| |
| − | | |
| − | A/R Void Invoice
| |
| − | :Reset grid column sorting/filtering after void.
| |
| − | | |
| − | ===Accounts Payable Module=== | |
| − | | |
| − | A/P Handwritten Check Entry
| |
| − | :Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
| |
| − | | |
| − | A/P Invoice Vouchering
| |
| − | :'''Add "Select All" checkbox to P.O. Receipts tab.'''
| |
| | | | |
| − | A/P Vendor Maintenance
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| − | :'''Add Mobile phone number column to Contacts grid.''' | |
| | | | |
| − | ===General Ledger Module===
| |
| | | | |
| − | G/L Print Account Segments
| + | ====Open Ticket Stack==== |
| − | G/L Source Code List
| |
| − | :Fix exception "EOleException: Internal Server Error" when running the report.
| |
| | | | |
| − | ===Job Cost Module===
| + | :Fix Truck F4 Search to only exclude trucks assigned to dispatch plants. |
| | | | |
| − | J/C Import Transactions
| |
| − | :Do not write to C:\ERRORLOG.TXT at the end of the import.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Order Stack==== |
| | | | |
| − | Calculate Payroll
| + | :Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button. |
| − | :'''Support date value for company and employee factors.''' | |
| − | :'''Support date comparison in formulas.'''
| |
| | | | |
| − | Payroll Federal & State W-2 Export (Web Portal)
| |
| − | :'''Completed 2019 W-2 compliance testing.'''
| |
| | | | |
| − | Payroll Re-Print Direct Deposit Stubs
| + | ====Ticket Printing==== |
| − | Payroll Re-Print Paychecks
| |
| − | :'''Add "Labor Class" to selection criteria.'''
| |
| | | | |
| − | Payroll Tax Library
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| − | :'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)''' | |
| | | | |
| − | Payroll Void Paychecks
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| − | :Optimize queries to significantly improve performance. | |
| − | :Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
| |
| | | | |
| − | ==Build 3.6.2 - 12/6/2019==
| + | :Improved performance of the Truck Id dropdown. |
| | | | |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Order Maintenance<BR>
| |
| − | Dispatch Ticket Printing
| |
| − | :When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
| |
| − |
| |
| − | Dispatch Order Maintenance
| |
| − | :When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.
| |
| − | :The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
| |
| − |
| |
| − | Dispatch Schedule
| |
| − | :'''Add Cust Id as an optional schedule grid field.'''
| |
| − | :'''Add Plant Screen Id to form caption of plant popup demand graph.'''
| |
| − | :Fix potential call to refresh schedule data before the program has finished initializing.
| |
| − | :Fix potential issue where program may not be initialized properly.
| |
| − | :Prevent timer schedule refresh when shipping a truck.
| |
| − | :Prevent timer schedule refresh when a modal dialog is open.
| |
| − | :Trucks assigned to a customer can no longer be dragged to orders for other customers.
| |
| − | :The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.
| |
| − |
| |
| − | Dispatch Void Ticket
| |
| − | :Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
| |
| − |
| |
| − | ===Ticketing Module===
| |
| − |
| |
| − | Ticketing Order Maintenance<BR>
| |
| − | Ticketing Ticket Printing
| |
| − | :When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | A/R Automatic Product Maintenance | + | ====A/R Aged Trial Balance==== |
| − | :'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
| |
| − | :'''Add hint to Start/End Date fields.'''
| |
| − | :'''Show Start/End Date using 4 digits for the year on the summary grid.'''
| |
| − | | |
| − | A/R Import Tickets<BR>
| |
| − | A/R Ticket Maintenance
| |
| − | :When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
| |
| − | | |
| − | A/R Open Ticket Stack
| |
| − | :'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
| |
| − | :Fix Access Violation exception when attempting to email a document image from the document preview window.
| |
| − | | |
| − | A/R Plant Maintenance
| |
| − | :'''Add A/R system option for Product Separator, use as default when copying plant products.'''
| |
| − | :'''Copy Dispatch Warning when copying plant products.'''
| |
| − | | |
| − | A/R Print Invoices<BR>
| |
| − | A/R Reprint Invoices
| |
| − | :Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
| |
| − | | |
| − | A/R Product Maintenance
| |
| − | :'''Add A/R system option for Product Separator, use as default when copying plant products.'''
| |
| − | :'''Copy Dispatch Warning when copying plant products.'''
| |
| − | :'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
| |
| − | | |
| − | A/R Quick Ticket Entry
| |
| − | :'''Default Ticket Time field to current system time when entering new tickets.'''
| |
| − | | |
| − | ===Quoting Module===
| |
| − | | |
| − | Quote Prospect Maintenance
| |
| − | :'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
| |
| | | | |
| − | ===Accounts Payable Module===
| + | :'''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.''' |
| | | | |
| − | A/P Invoice Vouchering
| + | :'''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.''' |
| − | :When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts. | |
| | | | |
| − | ===General Ledger Module===
| |
| | | | |
| − | G/L Transaction Entry
| + | ====Cash Posting==== |
| − | :When posting a batch, use the current User Id when creating the reversing batch.
| |
| | | | |
| − | ===Payroll Module===
| + | :'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.''' |
| | | | |
| − | Payroll ACA 1094/1095 Export
| |
| − | :'''Updated for 2019 changes.'''
| |
| | | | |
| − | Payroll SUTA E-File Export
| + | ====Credit Card Pre-Approval==== |
| − | :'''Updated for 2020 changes (PA).'''
| |
| | | | |
| − | Payroll Tax Library
| + | :Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.) |
| − | :'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)''' | |
| | | | |
| − | Payroll W-2 E-File Export
| |
| − | :'''Updated for 2019 changes (MA).'''
| |
| | | | |
| − | ===General=== | + | ====Job Price List==== |
| | | | |
| − | Setup Installer
| + | :Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified. |
| − | :Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.) | |
| | | | |
| − | Report Preview
| |
| − | :'''Add mouse wheel support to preview window.'''
| |
| | | | |
| − | General
| + | ====Job Price Maintenance==== |
| − | :Remove Database Connected indicator in the top right of every Keystone screen.
| |
| | | | |
| − | ===Services===
| + | :'''Now supports custom mix design by job (contact support if you need this feature.)''' |
| | | | |
| − | Application Server
| + | :Fix "Qty Open" value to properly handle jobs with only base price plant products specified. |
| − | :Do not log the prepare remote data queries for the remote company database. | |
| | | | |
| − | Keystone REST Server (KServer)
| |
| − | :'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
| |
| − | :'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
| |
| − | :'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
| |
| − | :Fix query statistics to separate by company (previously all companies were aggregated together.)
| |
| − | :Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
| |
| − | :FX API: Optimize queries in "kpibud" endpoint.
| |
| − | :Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
| |
| − | :Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.
| |
| | | | |
| − | ==Build 3.6.1 - 11/5/2019== | + | ====Pre-Billing Audit List==== |
| | | | |
| − | ===Dispatch Module===
| + | :'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.''' |
| | | | |
| − | Dispatch Order Maintenance
| + | :Include fee paid in payment amount when ticket includes a payment with a fee. |
| − | :For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning. | |
| | | | |
| − | Dispatch Schedule
| |
| − | :'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
| |
| − | :'''Performance improvement when refreshing the schedule.'''
| |
| − | :'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''
| |
| | | | |
| − | ===Ticketing Module=== | + | ====Print Invoices==== |
| | | | |
| − | Order Stack
| + | :Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant. |
| − | :Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions. | |
| | | | |
| − | ===Accounts Receivable Module===
| + | :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.) |
| | | | |
| − | A/R Customer Maintenance
| |
| − | :'''Add Customer Color field to the Information tab.'''
| |
| − | :'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
| |
| | | | |
| − | A/R Driver Maintenance
| + | ====Products Maintenance==== |
| − | :'''Add Driver Color field.'''
| |
| | | | |
| − | A/R Import Tickets
| + | :'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)''' |
| − | :Fix "Field TRUCK_CLASS not found" exception when importing online tickets. | |
| − | :Fix remote ticket import to work properly with re-exported ticket files.
| |
| | | | |
| − | A/R Truck Maintenance
| |
| − | :'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
| |
| − | :'''Allow column sorting and column customization on GPS grid.'''
| |
| | | | |
| − | ===Accounts Payable Module=== | + | ====Sales Tax Rates Maintenance==== |
| | | | |
| − | A/P Invoice Vouchering
| + | :'''Add "Geo State" and "Id" columns to the tax localities grid.''' |
| − | :Fix delay when scrolling up/down on the invoice grid. | |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Tax Library
| + | ====Ticket Inquiry==== |
| − | :'''Updated to 2019-R11 version (MN.)'''
| |
| | | | |
| − | ===General===
| + | :Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.) |
| | | | |
| − | Reports
| |
| − | :Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
| |
| − | :Fix handling of Active/Inactive checkboxes for several reports.
| |
| | | | |
| − | Setup Installer
| + | ====Ticket Maintenance==== |
| − | :Force KServer service start when updating the master application server.
| |
| − | :Updated Visual C++ 2013 Runtime libraries.
| |
| | | | |
| − | ===Services===
| + | :'''Add Total Water, Add Water and Color Water fields to batch weights grid.''' |
| | | | |
| − | Device Aggregator
| + | :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. |
| − | :Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty. | |
| | | | |
| − | Device Server
| |
| − | :'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
| |
| − | :'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====A/R Inquiry==== |
| − | :'''Improved cache version handling to avoid update conflicts.'''
| |
| − | :'''Improved communication method with Windows clients.'''
| |
| − | :'''Improved query statistics.'''
| |
| − | :'''Improved server statistics.'''
| |
| − | :'''Miscellaneous performance improvements.'''
| |
| − | :'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
| |
| − | :'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
| |
| − | :'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
| |
| − | :'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
| |
| − | :'''FX API: Add trucksbystatus endpoint.'''
| |
| − | :'''Online Customer Portal API: Add customerlist endpoint.'''
| |
| − | :'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
| |
| − | :'''Windows Client Dispatch API: Optimized schedule queries.'''
| |
| − | :No longer processes AUTORUN queries one minute after startup.
| |
| − | :No longer runs database queries if the database version is not current.
| |
| − | :FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
| |
| − | :Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
| |
| | | | |
| − | ==Build 3.6 - 8/30/2019== | + | ====Cash Posting==== |
| | | | |
| − | ===Dispatch Module=== | + | ====Ticket Inquiry==== |
| | | | |
| − | Concrete Calculator
| + | :Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search. |
| | | | |
| − | <blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
| |
| − | </blockquote>
| |
| − | End of Day
| |
| | | | |
| − | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| + | ====Cash Posting Register==== |
| − | </blockquote>
| |
| − | Order Maintenance
| |
| | | | |
| − | <blockquote>'''Add "Delivery Instructions 1" field to advanced order search dialog.'''
| + | ====Cash Posting Register (Month End)==== |
| | | | |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.''' | + | :'''Add "Fee Amount" column with totals on the cash receipts register.''' |
| | | | |
| − | '''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
| |
| | | | |
| − | '''Add "Contact Name" to F4 search field list.'''
| + | ====Product Classes Maintenance==== |
| | | | |
| − | '''Use current PC clock date as delivery date when creating orders.'''
| + | ====Products Maintenance==== |
| | | | |
| − | When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
| + | :'''Add "Edit Mix Design by Job/Order" checkbox.''' |
| | | | |
| − | When copying an order, verify that the Customer and Plant Id fields are not blank.
| |
| − | </blockquote>
| |
| − | Print Orders
| |
| | | | |
| − | <blockquote>Fix incorrect "Delivered Sales Tax" total.
| + | ===Quote Module=== |
| − | </blockquote>
| |
| − | Re-Transfer Tickets
| |
| − | | |
| − | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| |
| − | </blockquote>
| |
| − | Ticket Printing
| |
| − | | |
| − | <blockquote>'''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
| − | | |
| − | '''Apply mix modifier product(s) when sending mix design to batch control.'''
| |
| − | | |
| − | '''Use current PC clock date as ticket date when creating tickets.'''
| |
| − | | |
| − | Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
| |
| − | | |
| − | Reload ticket customer prior to generating batch control data.
| |
| − | </blockquote>
| |
| − | Truck Demand Graph
| |
| − | | |
| − | <blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
| |
| − | </blockquote>
| |
| − | Void Tickets
| |
| | | | |
| − | <blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
| + | ====Quote List==== |
| − | </blockquote>
| |
| − | ===Ticketing Module=== | |
| | | | |
| − | End of Day
| + | :Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.) |
| | | | |
| − | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| |
| − | </blockquote>
| |
| − | Order Maintenance
| |
| | | | |
| − | <blockquote>'''Display product warning message after entering Product Id.'''
| |
| − |
| |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
| − |
| |
| − | '''Add "Contact Name" to F4 search field list.'''
| |
| − |
| |
| − | '''Use current PC clock date as delivery date when creating orders.'''
| |
| − |
| |
| − | When copying an order, verify that the Customer Id field is not blank.
| |
| − | </blockquote>
| |
| − | Order Stack
| |
| − |
| |
| − | <blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
| |
| − | </blockquote>
| |
| − | Print Orders
| |
| − |
| |
| − | <blockquote>Fix incorrect "Delivered Sales Tax" total.
| |
| − | </blockquote>
| |
| − | Re-Transfer Tickets
| |
| − |
| |
| − | <blockquote>Retrieve tickets from sales history for Export Ticketing locations.
| |
| − | </blockquote>
| |
| − | Ticket Printing
| |
| − |
| |
| − | <blockquote>'''Display product warning message after entering Product Id.'''
| |
| − |
| |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
| − |
| |
| − | '''Apply mix modifier product(s) when sending mix design to batch control.'''
| |
| − |
| |
| − | '''Use current PC clock date as ticket date when creating tickets.'''
| |
| − |
| |
| − | Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
| |
| − |
| |
| − | Reload ticket customer prior to generating batch control data.
| |
| − | </blockquote>
| |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | A/R Cash Posting
| |
| − |
| |
| − | <blockquote>'''Show Void Reason at top of Invoice History form.'''
| |
| − | </blockquote>
| |
| − | A/R Inquiry
| |
| − |
| |
| − | <blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
| |
| − | </blockquote>
| |
| − | Automatic Product Maintenance
| |
| − |
| |
| − | <blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
| |
| − |
| |
| − | '''Italicize inactive automatic products on the main grid.'''
| |
| − |
| |
| − | '''Indicate "Match Products on Base" by including an asterisk (*) after the Products summary.'''
| |
| − | </blockquote>
| |
| − | Credit Card Pre-Approval
| |
| − |
| |
| − | <blockquote>'''Significant performance improvement when loading orders.'''
| |
| − | </blockquote>
| |
| − | Import Tickets
| |
| − |
| |
| − | <blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
| |
| − |
| |
| − | '''Add "Job Block" field to Jonel batch ticket import.'''
| |
| − |
| |
| − | '''Significant performance improvement when importing online and remote tickets.'''
| |
| − |
| |
| − | Show reconcile error dialog when a required field has an invalid value.
| |
| − |
| |
| − | Display message and abort when errors occur when applying tickets to the database.
| |
| − | </blockquote>
| |
| − | Inventory Purchase Receipts Batch Register
| |
| − |
| |
| − | <blockquote>'''Add "Receipt No." field to report.'''
| |
| − | </blockquote>
| |
| − | Job Price Maintenance
| |
| − |
| |
| − | <blockquote>'''Add ability to set the "Tkt/Ord Products" field to a specific value whenever a new job is added (contact support if you need this feature.)'''
| |
| − | </blockquote>
| |
| − | Open Ticket Stack
| |
| − |
| |
| − | <blockquote>Eliminate delay when the "Reprice All" button is clicked and there are a large number of open tickets.
| |
| − |
| |
| − | Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
| |
| − |
| |
| − | When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
| |
| − |
| |
| − | Fix Access Violation exceptions and issues with column sorting.
| |
| − | </blockquote>
| |
| − | Physical Inventory Entry
| |
| − |
| |
| − | <blockquote>Prevent entering a negative count.
| |
| − | </blockquote>
| |
| − | Plant Maintenance
| |
| − |
| |
| − | <blockquote>Fix issue where "Devices" tab only shows last device after accepting plant changes.
| |
| − | </blockquote>
| |
| − | Print Invoices
| |
| − |
| |
| − | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| |
| − |
| |
| − | '''Add ability to print e-ticket document images on invoices.'''
| |
| − | </blockquote>
| |
| − | Product Maintenance
| |
| − |
| |
| − | <blockquote>'''Add support for "Mix Modifier" products.'''
| |
| − | </blockquote>
| |
| − | Re-Print Invoices
| |
| − |
| |
| − | <blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
| |
| − |
| |
| − | '''Add ability to print e-ticket document images on invoices.'''
| |
| − | </blockquote>
| |
| − | ===Quote Module===
| |
| − |
| |
| − | Print Quotes
| |
| − |
| |
| − | <blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
| |
| − | </blockquote>
| |
| − | Quote Maintenance
| |
| − |
| |
| − | <blockquote>'''Add "Create Order" option to re-book job dialog.'''
| |
| − | </blockquote>
| |
| | ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
| | | | |
| − | A/P Handwritten Check Entry
| + | ====Email ACH Stubs==== |
| − | | |
| − | <blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
| |
| − | | |
| − | Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
| |
| − | | |
| − | When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
| |
| − | </blockquote>
| |
| − | A/P Inquiry
| |
| − | | |
| − | <blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
| |
| − | | |
| − | Do not bold Invoice Number if Invoice Notes tab only contains blanks.
| |
| − | </blockquote>
| |
| − | Select Invoices for Payment
| |
| | | | |
| − | <blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
| + | :Change sort sequence of stubs in the grid to Vendor Id and Check Date. |
| − | </blockquote>
| |
| − | Vendor Invoice History
| |
| | | | |
| − | <blockquote>Show Void Date for voided invoices.
| |
| − | </blockquote>
| |
| − | ===General Ledger Module===
| |
| | | | |
| − | Trial Balance
| + | ===Cash Management Module=== |
| | | | |
| − | <blockquote>'''Add "Account Type" as the first field in all report sequences.'''
| + | ====Transaction Entry==== |
| | | | |
| − | '''Add "Account Type" group indication and subtotals.'''
| + | :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. |
| − | </blockquote>
| |
| − | ===Payroll Module===
| |
| | | | |
| − | Calculate Payroll
| + | :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. |
| | | | |
| − | <blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
| |
| − | </blockquote>
| |
| − | Company Maintenance
| |
| | | | |
| − | <blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
| |
| − | </blockquote>
| |
| − | Employee Maintenance
| |
| − |
| |
| − | <blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
| |
| − | </blockquote>
| |
| − | Tax Library
| |
| − |
| |
| − | <blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
| |
| − | </blockquote>
| |
| | ===General=== | | ===General=== |
| | | | |
| − | DataScope
| + | ====Company Database==== |
| | | | |
| − | <blockquote>'''Add support for security roles on custom queries.'''
| + | :'''Updated to version 28.17.''' |
| | | | |
| − | '''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
| |
| − | </blockquote>
| |
| − | Device Maintenance
| |
| | | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| + | ====System Database==== |
| − | </blockquote>
| |
| − | Document Preview
| |
| | | | |
| − | <blockquote>'''Add support for PDF documents.'''
| + | :'''Updated to version 7.0.''' |
| − | </blockquote>
| |
| − | File Maintenance
| |
| | | | |
| − | <blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
| |
| − | </blockquote>
| |
| − | Form Reports
| |
| | | | |
| − | <blockquote>'''Add support for rendering PDF documents as images.'''
| + | ====Windows Client==== |
| − | </blockquote>
| |
| − | General
| |
| | | | |
| − | <blockquote>'''Add Help->GivenHansco Web Site menu option.'''
| + | :'''User Alerts which displays important information at program startup.''' |
| | | | |
| − | Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
| + | :'''Consolidated Email, SMS and other options in the Contacts grid.''' |
| | | | |
| − | Verify that connection to application server is still valid prior to requesting or posting data.
| |
| − | </blockquote>
| |
| − | Query Export
| |
| | | | |
| − | <blockquote>'''Add option to export to XLSX file.'''
| |
| − |
| |
| − | '''Add support for security roles on custom queries.'''
| |
| − |
| |
| − | '''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
| |
| − | </blockquote>
| |
| − | Reports
| |
| − |
| |
| − | <blockquote>Change default report image method to "Synopse GDI" to improve images on forms.
| |
| − | </blockquote>
| |
| − | System Menu
| |
| − |
| |
| − | <blockquote>'''On the Edit User dialog, add "(10 characters max)" hint after Password field.'''
| |
| − |
| |
| − | '''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
| |
| − |
| |
| − | '''Add support for security roles on custom queries.'''
| |
| − |
| |
| − | Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
| |
| − |
| |
| − | Do not include custom queries for non-existent or non-allowed menu keys.
| |
| − |
| |
| − | Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
| |
| − | </blockquote>
| |
| | ===Services=== | | ===Services=== |
| | | | |
| − | Application Server | + | ====Application Server==== |
| | | | |
| − | <blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
| + | :Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed. |
| | | | |
| − | '''Support multiple application servers at a single site.'''
| |
| | | | |
| − | '''Add support for "Dispatch Event" devices.'''
| + | ====Device Aggregator==== |
| | | | |
| − | '''Add log message when system license info changed.''' | + | :'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.''' |
| | | | |
| − | Only send active load statuses when sending dispatch events.
| |
| − | </blockquote>
| |
| − | Device Aggregator
| |
| | | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| + | ====Device Server==== |
| − | </blockquote>
| |
| − | Device Server | |
| | | | |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| + | :'''Send "Color Alias" to Keystone Batch.''' |
| | + | :'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.''' |
| | | | |
| − | '''Add "Keystone Online" batch control link.''' | + | :'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.''' |
| | | | |
| − | '''Add "Keystone Online" dispatch event device.'''
| |
| | | | |
| − | '''Send void ticket notification to Keystone Online dispatch event device.'''
| + | ====KServer Loadout API v1==== |
| | | | |
| − | When voiding a ULINK ticket, Include failure message response in error log.
| + | :'''New Loadout API added.''' |
| − | </blockquote>
| |
| − | Keystone REST Server (KServer)
| |
| | | | |
| − | <blockquote>'''All standard lookup list queries have been moved to KServer.'''
| + | ---- |
| − | | |
| − | '''Database Backup and Restore moved to KServer.'''
| |
| − | | |
| − | '''Keystone Update moved to KServer.'''
| |
| − | | |
| − | '''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
| |
| − | | |
| − | '''Some file lists and reports have been moved to KServer.'''
| |
| − | | |
| − | '''Document Imaging document list/document retrieval moved to KServer.'''
| |
| | | | |
| − | '''Improved logging capabilities.'''
| + | [[Release Notes for Keystone 5.3.x]] |
| | | | |
| − | '''Add "IPAllowed" and "RequestThreads" configuration parameters.'''
| + | [[Release Notes for Keystone 5.2.x]] |
| | | | |
| − | '''Setup multiple threads (256 maximum) for HTTP server.'''
| + | [[Release Notes for Keystone 5.1.x]] |
| | | | |
| − | '''Add support for "list" parameters.'''
| + | [[Release Notes for Keystone 5.0.x]] |
| | | | |
| − | '''Add support for "MS Access" databases.'''
| + | [[Release Notes for Keystone 4.7.x]] |
| | | | |
| − | '''Support dynamic construction of WHERE clause for SELECT queries.'''
| + | [[Release Notes for Keystone 4.6.x]] |
| | | | |
| − | '''Add support for "range" filters on query parameters.'''
| + | [[Release Notes for Keystone 4.5.x]] |
| | | | |
| − | '''Support singleton auto-run item (once per server.)'''
| + | [[Release Notes for Keystone 4.4.x]] |
| | | | |
| − | '''Version API: Add statistics endpoints.'''
| + | [[Release Notes for Keystone 4.3.x]] |
| | | | |
| − | '''FX API: Significant performance improvement in "matreqdet" query in materialrequiredbyhour endpoint.'''
| + | [[Release Notes for Keystone 4.2.x]] |
| | | | |
| − | '''Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" endpoints.'''
| + | [[Release Notes for Keystone 4.1.x]] |
| | | | |
| − | '''Improved query caching method.'''
| + | [[Release Notes for Keystone 4.0.x]] |
| | | | |
| − | '''Add Keystone Online Customer Portal API.'''
| + | [[Release Notes for Keystone 3.6.x]] |
| − | | |
| − | '''It is no longer necessary to create separate configuration options for each company database.'''
| |
| − | | |
| − | Several fixes in cache handling, logging and multi-threading logic.
| |
| − | | |
| − | Handle escaped characters correctly in query parameter values.
| |
| − | | |
| − | Fix discrepancy between "ScheduleByPlant" in Dispatch API and Dispatch Schedule.
| |
| − | | |
| − | Delay AUTORUN processing for one minute after startup.
| |
| − | | |
| − | Use single background task to communicate with device aggregator that reads a queue of commands.
| |
| − | | |
| − | Dispatch v2 API: Exclude void loads in the "Loads" return data of the "ScheduleOrderLoads" endpoint.
| |
| − | | |
| − | Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.
| |
| − | | |
| − | FX API: Fix "materialrequiredbyhour" endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
| |
| − | | |
| − | GPS API: Fix "truckticketinfo" endpoint to return GPS plant number using translated version of Keystone plant number.
| |
| − | | |
| − | Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
| |
| − | | |
| − | Stonemont API: Fix "xbatchresultlist", "xbatchresults" and "xbatchresultscondensed" queries to no longer move the begindate parameter to the start of the day.
| |
| − | | |
| − | When running autorun query, first check that database version is current, abort if not.
| |
| − | | |
| − | FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
| |
| − | | |
| − | Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
| |
| − | </blockquote>
| |
| − | | |
| − | ----
| |
| | | | |
| | [[Release Notes for Keystone 3.5.x]] | | [[Release Notes for Keystone 3.5.x]] |
