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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 3.6.11 - 4/24/2020== | + | ==Release 5.4.0.0 - 9/16/2026== |
| | | | |
| | ===Dispatch Module=== | | ===Dispatch Module=== |
| | | | |
| − | Dispatch Order Maintenance
| + | ====End Of Day==== |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| − | :Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
| |
| | | | |
| − | Dispatch Ticket Maintenance
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| − | :Fix Batch Weights grid to filter based on Ticket Date. | |
| | | | |
| − | ===Ticketing Module===
| |
| − |
| |
| − | Ticketing Order Maintenance
| |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| − | :Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
| |
| − |
| |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | A/R Customer Maintenance<BR>
| |
| − | A/R Job Price Maintenance
| |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| − |
| |
| − | A/R Email Invoices
| |
| − | :Significant reduction in size of PDF attachment when printing/emailing invoice that includes E-Ticket PDFs.
| |
| − |
| |
| − | A/R Print Invoices<BR>
| |
| − | A/R Reprint Invoices
| |
| − | :Eliminate Product Summary group header printing at top of ticket document page.
| |
| − |
| |
| − | A/R Sales Tax Rate Maintenance
| |
| − | :Fix exception "EDBClientError" (Key violation) when adding another locality rate where at least one already exists.
| |
| − |
| |
| − | ===Quote Module===
| |
| − |
| |
| − | Quote Maintenance<BR>
| |
| − | Quote Prospect Maintenance
| |
| − | :'''Add "Email OrdCmp" column to Contacts grid.'''
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | DataScope<BR>
| |
| − | Query Export
| |
| − | :Fix so DELETE key deletes the query after confirmation (just like CTRL+DELETE does.)
| |
| − | :Fix "Missing data provider or data packet" when running a multi-company query for the second time within a session.
| |
| − |
| |
| − | Reports
| |
| − | :When previewing a single item report, always display the Select Printer dialog before printing.
| |
| − | :Fix reports that run through KServer to properly handle parameters containing spaces (for example, Job Ids.)
| |
| − |
| |
| − | System Menu
| |
| − | :When processing a pending Keystone update, display an error message if the update file no longer exists on the server.
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Application Server
| |
| − | :'''Trigger Order Complete notification when order status changed to Completed.'''
| |
| − |
| |
| − | Device Aggregator
| |
| − | :'''Trigger Order Complete notification when processing batch results.'''
| |
| − | :When processing batch results use Load Date/Time from batch results as the ticket "Batch End Date/Time" value.
| |
| − |
| |
| − | Device Server
| |
| − | :'''Add "SSLMethod" device parameter to SMTP client link.'''
| |
| − | :'''Add SMTP Email Order Complete notification device.'''
| |
| − | :'''Add Truck Number to batch weights notification email.'''
| |
| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :Fix SetPostDataParams to set URI defined parameters from PostData only if the URI parameter value is not specified.
| |
| − | :Dispatch API V2: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Keystone Online Customer Portal API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Stonemont QC API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
| |
| − | :Windows Client Dispatch API V2: Fix "rdmDISchedule/cdsDIAvailTrucks" endpoint to keep BEG_DRIVER_DT and END_DRIVER_DT parameter values as-is (do not apply StartOfTheDay/EndOfTheDay functions.)
| |
| − |
| |
| − | ==Build 3.6.10 - 4/10/2020==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | Dispatch Order Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| − | :'''Include Job contacts in Contacts grid.'''
| |
| − | :Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
| |
| − |
| |
| − | Dispatch Ticket Printing
| |
| − | :'''Send truck's Owner Code to batch control.'''
| |
| − | :'''Send Plant Name, Address and Phone Number fields to batch control.'''
| |
| − | :'''Send Batch Weight Notification email addresses to batch control.'''
| |
| − |
| |
| − | Dispatch Truck Demand Graph
| |
| − | :Fix "Update Error: Invalid URL" when clicking OK on the planning page (introduced in 3.6.7.)
| |
| − |
| |
| − | ===Ticketing Module===
| |
| − |
| |
| − | Ticketing Order Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| − | :'''Include Job contacts in Contacts grid.'''
| |
| − | :Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
| |
| − |
| |
| − | Ticketing Ticket Printing
| |
| − | :'''Send truck's Owner Code to batch control.'''
| |
| − | :'''Send Plant Name, Address and Phone Number fields to batch control.'''
| |
| − | :'''Send Batch Weight Notification email addresses to batch control.'''
| |
| − |
| |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | A/R Credit Review Report
| |
| − | :'''New option added to the Accounts Receivable menu.'''
| |
| − |
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| − | A/R Customer Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| − |
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| − | A/R Job Price Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| − | :Fix Contacts grid so customer contacts always appear before job contacts.
| |
| | | | |
| − | ===Quote Module=== | + | ====Open Ticket Stack==== |
| | | | |
| − | Quote Maintenance
| + | :Fix Truck F4 Search to only include trucks assigned to dispatch plants. |
| − | :'''Add "Email Bwt" column to Contacts grid.''' | |
| | | | |
| − | Quote Prospect Maintenance
| |
| − | :'''Add "Email Bwt" column to Contacts grid.'''
| |
| | | | |
| − | ===Cash Management Module=== | + | ====Order Maintenance==== |
| | | | |
| − | C/M Cash Flow Summary Report
| + | :'''Now supports custom mix design by order (contact support if you need this feature.)''' |
| − | :'''New option added to the C/M Reports menu.''' | |
| | | | |
| − | ===General Ledger Module===
| + | :Allow editing of order with incorrectly specified %/Qty Sold tax column. |
| | | | |
| − | G/L Trial Balance by Month
| + | :'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.''' |
| − | :'''New option added to the G/L Reports menu.''' | |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Payroll Company Summary Report
| + | ====Schedule==== |
| − | :'''New option added to the Payroll Reports/Inquiries menu.'''
| |
| | | | |
| − | Payroll Employee Summary Report
| + | :Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom. |
| − | :'''New option added to the Payroll Reports/Inquiries menu.''' | |
| − | | |
| − | Payroll Tax Library
| |
| − | :Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.)
| |
| − | | |
| − | ===Services===
| |
| | | | |
| − | Device Aggregator
| + | :'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.''' |
| − | :'''Add ability to send ticket/batch weight information to multiple linked devices when processing batch weight results.''' | |
| | | | |
| − | Device Server
| |
| − | :'''Send truck's Owner Code to ULINK batch control as field #195.'''
| |
| − | :'''Add SMTP Email client support.'''
| |
| − | :'''Add EMAILNOTIFICATION batch control device.'''
| |
| − | :Fix "Division by Zero" exception in KOBATCHWEIGHTS device when actual weights are not specified or zero.
| |
| − | :Format "Batch Size" with two decimal places in KOBATCHWEIGHTS device.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Ticket Printing==== |
| − | :Driver API: Fix "truckticketinfo" endpoint to ignore contacts with blank email addresses.
| |
| − | :Quote API: Fix "quote" post endpoint to default LastRevisedDate to QuoteDate.
| |
| − | :Windows Client Dispatch API v2: Remove truck demand graph queries.
| |
| | | | |
| − | ==Build 3.6.9 - 4/3/2020==
| + | :'''Send custom mix design to batch control from job/order if specified.''' |
| | | | |
| − | ===Dispatch Module===
| + | :'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)''' |
| | | | |
| − | Dispatch Schedule
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| − | :Sometimes a truck cannot be dragged onto an order. | |
| | | | |
| − | ===General===
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| | | | |
| − | Reports
| + | :Improved performance of the Truck Id dropdown. |
| − | :'''Allow user to add additional attachments in the Send Email dialog.''' | |
| | | | |
| − | Windows Client
| |
| − | :Raise exception when KServer HTTP response status code is not 200 or 304.
| |
| − | :Raise more meaningful exception when KServer HTTP response is not a valid JSON object.
| |
| | | | |
| − | ===Services=== | + | ====Truck Demand Graph==== |
| | | | |
| − | Device Server
| + | :'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.''' |
| − | :'''Add KOBATCHWEIGHTS batch device to send rendered batch weights image to Keystone Online.''' | |
| − | :'''Add INFO_BUSINESSID device configuration parameter to Keystone Online Batch device.'''
| |
| | | | |
| − | ==Build 3.6.8 - 3/27/2020==
| + | :The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph . |
| | | | |
| − | ===Dispatch Module===
| + | :'''The minimum Slot Length is now 1 minute.''' |
| | | | |
| − | Dispatch Reports
| + | :Fixed the Delivery Time labels so they always reflect time of day. |
| − | :Exclude office tickets on Hold. | |
| | | | |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | A/R Import Tickets
| |
| − | :Fix Catastrophic Failure exception when importing online tickets.
| |
| − |
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| − | A/R Plant Maintenance
| |
| − | :'''Add "E-Ticket Form Type" field.'''
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| − |
| |
| − | A/R Salesperson Maintenance
| |
| − | :'''Add "E-Ticket Form Type" field.'''
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | System Option Maintenance
| |
| − | :'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Keystone REST Server (KServer)
| |
| − | :Fix Access Violation exception for endpoints with non-SELECT queries.
| |
| − | :Avoid reprocessing Calc parameters during non-SELECT queries.
| |
| − | :Fix "Cannot open / define command, which does not return result sets" exception when running the cachegc query.
| |
| − | :'''Driver API: Add FormType field to truckticketinfo endpoint.'''
| |
| − | :FX API: Modify kpi and kpibymo endpoints to exclude office tickets on Hold.
| |
| − | :'''Quote API: Add Notes1, Notes2 fields to Quote calls.'''
| |
| − |
| |
| − | ==Build 3.6.7 - 3/20/2020==
| |
| − |
| |
| − | ===Dispatch Module===
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| − |
| |
| − | Dispatch Blank Time Fields Report<BR>
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| − | Dispatch Detailed Yardage Report<BR>
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| − | Dispatch Driver Time/Yardage Analysis Report<BR>
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| − | Dispatch Late Time Report<BR>
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| − | Dispatch Order Time/Yardage Analysis Report<BR>
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| − | Dispatch Plant Production Report<BR>
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| − | Dispatch Plant Time/Yardage Analysis Report<BR>
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| − | Dispatch Ticket Time Analysis Report
| |
| − | :Now includes only Concrete Mix product types.
| |
| − |
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| − | Dispatch Order Maintenance
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| − | :'''Add field change event when Ovr Load Size changed for a load.'''
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| − | :'''Add event when product is added, changed or deleted.'''
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| − | :'''Show customer credit warning based on Show Order Warning customer checkbox.'''
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| − |
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| − | Dispatch Order Time/Yardage Analysis Report
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| − | :'''Add Driver Id selection and print Driver Id on report.'''
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| − |
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| − | Dispatch Schedule
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| − | :Performance improvement: add database procedure to obtain schedule totals.
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| − | :Performance improvement: new schedule queries that mimic pre-3.6 versions.
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| − |
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| − | Dispatch Ticket Printing
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| − | :'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
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| − | :Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
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| − |
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| − | Dispatch Truck Demand Graph
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| − | :Graph data now obtained via KServer.
| |
| | | | |
| | ===Ticketing Module=== | | ===Ticketing Module=== |
| | | | |
| − | Ticketing Order Maintenance
| + | ====End Of Day==== |
| − | :'''Show customer credit warning based on Show Order Warning customer checkbox.'''
| |
| | | | |
| − | Ticketing Ticket Printing
| + | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| − | :'''Show customer credit warning based on Show Ticket Warning customer checkbox.''' | |
| − | :Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
| |
| | | | |
| − | ===Accounts Receivable Module===
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| | | | |
| − | A/R Auto Product Maintenance
| + | ====Open Ticket Stack==== |
| − | :Fix summary display of Qty and Order Qty to show decimal places.
| |
| | | | |
| − | A/R Cash Posting Register<BR>
| + | :Fix Truck F4 Search to only exclude trucks assigned to dispatch plants. |
| − | A/R MTD Cash Posting Register
| |
| − | :'''Add Customer Class selection.''' | |
| | | | |
| − | A/R Customer Maintenance
| |
| − | :'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.'''
| |
| | | | |
| − | A/R Import Tickets
| + | ====Order Stack==== |
| − | :Fix issue with improperly deleting plant tickets when another user runs End Of Day during the online import process.
| |
| | | | |
| − | A/R Open Ticket Stack<BR>
| + | :Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button. |
| − | A/R Ticket Maintenance
| |
| − | :'''Now defaults "Void Deleted Tickets" option to True.''' | |
| | | | |
| − | A/R Plant Maintenance
| |
| − | :'''Require access code to delete a plant.'''
| |
| | | | |
| − | A/R Print Statements
| + | ====Ticket Printing==== |
| − | :Now prints void invoices that were voided after the statement date.
| |
| | | | |
| − | A/R Product Sales Report
| + | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| − | :The YTD Qty, Sales and Gross Profit columns have been widened. | |
| | | | |
| − | A/R Summary Sales Report
| + | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| − | :'''Add Highest YTD Sales report sequence.''' | |
| | | | |
| − | ===Quote Module===
| + | :Improved performance of the Truck Id dropdown. |
| | | | |
| − | Quote Maintenance
| |
| − | :'''Show Credit Status and indicate Blocked status in red color.'''
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| − |
| |
| − | ===Accounts Payable Module===
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| − |
| |
| − | A/P Inquiry
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| − | :'''Show P.O. Number on P.O. Receipts History grid.'''
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| − |
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| − | A/P Select Invoices for Payment
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| − | :'''Add Description as an optional grid field.'''
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| − |
| |
| − | ===Cash Management Module===
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| − |
| |
| − | C/M Statement Reconciliation
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| − | :'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.'''
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| − | :Exclude voids/reversals in transaction grid.
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| − |
| |
| − | Enter C/M Balances
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| − | :No longer asks for offsetting G/L entries.
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| − |
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| − | Import C/M Transactions
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| − | :'''Import transactions to a batch instead of directly into C/M transaction tables.'''
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| − | :'''Support new simplified import format.'''
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| − | :'''Add File Contains Header checkbox to ignore header record in import file.'''
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| − | :Improve CSV import to handle unquoted strings containing spaces.
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| − |
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| − | Post Imported C/M Transactions
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| − | :'''New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.'''
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| − |
| |
| − | ===Payroll Module===
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| − |
| |
| − | Payroll Print Direct Deposit Stubs
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| − | :Fix to use direct deposit stub form by default (introduced in 3.6.5.1.)
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| − |
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| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R4 version (AR, DC, MD, MO, OR states.)'''
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| − |
| |
| − | Payroll Timecard Maintenance
| |
| − | :'''Show Employment Status and indicate Terminated status in red color.'''
| |
| − |
| |
| − | ===General===
| |
| − |
| |
| − | Batch Maintenance
| |
| − | :Validate dates before posting the batch.
| |
| − |
| |
| − | DataScope<BR>
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| − | Query Export
| |
| − | :Fix to show descriptive error message when query is invalid (introduced in 3.6.5.4.)
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| − |
| |
| − | File Maintenance
| |
| − | :Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Keystone REST Server (KServer)
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| − | :Support SELECT queries that don't begin with the word SELECT.
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| − | :Fix exception when kserver.ini file change detected but file is in use.
| |
| − | :Fix exception when decompressing request body.
| |
| − | :Quote API: Add last revised date parameters to QuoteList endpoint.
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| − | :Quote API: Add LastRevisedDate field to QuoteList endpoint.
| |
| − | :Windows Client Dispatch API v2: New schedule queries that mimic pre-3.6 versions.
| |
| − | :Windows Client Dispatch API v2: Add Truck Demand Graph queries.
| |
| − |
| |
| − | ==Build 3.6.6 - 2/11/2020==
| |
| − |
| |
| − | ===Dispatch Module===
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| − |
| |
| − | Dispatch Order Maintenance
| |
| − | :'''Add "Carry Order Balance" checkbox to Copy Order dialog. '''
| |
| − |
| |
| − | Dispatch Schedule
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| − | :Performance improvement when switching the schedule between today and up to 10 days in the future.
| |
| | | | |
| | ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
| | | | |
| − | A/R Print Invoices | + | ====A/R Aged Trial Balance==== |
| − | :Use Check Date instead of Ticket Date when processing ticket payments.
| |
| | | | |
| − | A/R Product List
| + | :'''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.''' |
| − | :Fix page overflow issue when "Show Assemblies" checkbox is checked. | |
| | | | |
| − | A/R Product Maintenance
| + | :'''Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.''' |
| − | :When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated. | |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Print Direct Deposit Stubs<BR>
| + | ====Cash Posting==== |
| − | Print Paychecks<BR>
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| − | Re-Print Direct Deposit Stubs<BR>
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| − | Re-Print Paychecks
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| − | :'''Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.'''
| |
| | | | |
| − | Re-Print Direct Deposit Stubs<BR>
| + | :'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.''' |
| − | Re-Print Paychecks
| |
| − | :Load the proper form at startup based on the last selected form. | |
| | | | |
| − | SUTA E-File Export
| |
| − | :'''Save the Employer Email field from run to run.'''
| |
| | | | |
| − | ===General=== | + | ====Credit Card Pre-Approval==== |
| | | | |
| − | DataScope<BR>
| + | :Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.) |
| − | Query Export
| |
| − | :'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)''' | |
| | | | |
| − | Online (F1) Help
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| − | :Fixed for internal help system changes.
| |
| − |
| |
| − | Web Update
| |
| − | :Eliminate issue with SonicWall firewalls blocking Keystone web update.
| |
| − |
| |
| − | ===Services===
| |
| − |
| |
| − | Keystone REST Server (KServer)
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| − | :Fix issue when restoring a company database where all pooled connections to all databases would be closed.
| |
| − | :'''GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.'''
| |
| − | :'''GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.'''
| |
| − | :'''Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.'''
| |
| − |
| |
| − | ==Build 3.6.5 - 1/21/2020==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| | | | |
| − | Dispatch Ticket Printing
| + | ====Job Price List==== |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Ticketing Module===
| + | :Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified. |
| | | | |
| − | Ticketing Ticket Printing
| |
| − | :Device changes are registered immediately instead of having to close/reopen the option.
| |
| | | | |
| − | ===Payroll Module=== | + | ====Job Price Maintenance==== |
| | | | |
| − | ACA 1094/1095 Export
| + | :'''Now supports custom mix design by job (contact support if you need this feature.)''' |
| − | :'''Compliance testing for 2019 completed.''' | |
| | | | |
| − | Calculate Payroll
| + | :Fix "Qty Open" value to properly handle jobs with only base price plant products specified. |
| − | :'''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
| |
| − | :'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
| |
| | | | |
| − | Payroll Timecard Maintenance
| + | ====Pre-Billing Audit List==== |
| − | :'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.'''
| |
| | | | |
| − | Prepare Payroll
| + | :'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.''' |
| − | :'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.''' | |
| | | | |
| − | ===General===
| + | :Include fee paid in payment amount when ticket includes a payment with a fee. |
| | | | |
| − | Automatic Products
| |
| − | :Significant performance improvement when processing Automatic Products.
| |
| | | | |
| − | Form Reports
| + | ====Print Invoices==== |
| − | :'''Add ability to specify shading color for boxes on forms.'''
| |
| | | | |
| − | Windows Client Options
| + | :Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant. |
| − | :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===
| + | :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.) |
| | | | |
| − | 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
| + | ====Products Maintenance==== |
| − | :Include web contact, projected time and load number fields when sending to a Dispatch Event device.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | :'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)''' |
| − | :'''Driver API: Add "driverinfo" endpoint.''' | |
| | | | |
| − | ===Database===
| |
| | | | |
| − | Company Database
| + | ====Sales Tax Rates Maintenance==== |
| − | :'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
| |
| | | | |
| − | ==Build 3.6.4 - 12/23/2019==
| + | :'''Add "Geo State" and "Id" columns to the tax localities grid.''' |
| | | | |
| − | ===Payroll Module===
| |
| | | | |
| − | Payroll Tax Library
| + | ====Ticket Inquiry==== |
| − | :'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
| |
| | | | |
| − | ===Services===
| + | :Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.) |
| | | | |
| − | Application Server
| |
| − | :Support more than 32 processor cores when affinity mask configuration option not specified.
| |
| | | | |
| − | Keystone REST Server (KServer)
| + | ====Ticket Maintenance==== |
| − | :Reduce lock contention for InterBase database connections.
| |
| − | :Reduce lock contention for SQLite database connections.
| |
| | | | |
| − | ==Build 3.6.3 - 12/20/2019==
| + | :'''Add Total Water, Add Water and Color Water fields to batch weights grid.''' |
| | | | |
| − | ===Dispatch 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. |
| | | | |
| − | 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
| + | ====A/R Inquiry==== |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
| |
| | | | |
| − | ===Ticketing Module=== | + | ====Cash Posting==== |
| | | | |
| − | Ticketing End of Day<BR>
| + | ====Ticket Inquiry==== |
| − | 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
| + | :Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search. |
| − | :Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset." | |
| | | | |
| − | ===Accounts Receivable Module===
| |
| | | | |
| − | A/R Open Ticket Stack
| + | ====Cash Posting Register==== |
| − | :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
| + | ====Cash Posting Register (Month End)==== |
| − | :'''Bring down Ticket Time from previous line.'''
| |
| | | | |
| − | A/R Sales Tax Rate Maintenance
| + | :'''Add "Fee Amount" column with totals on the cash receipts register.''' |
| − | :'''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
| + | ====Product Classes Maintenance==== |
| − | :Reset grid column sorting/filtering after void.
| |
| | | | |
| − | ===Accounts Payable Module=== | + | ====Products Maintenance==== |
| | | | |
| − | A/P Handwritten Check Entry
| + | :'''Add "Edit Mix Design by Job/Order" checkbox.''' |
| − | :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
| + | ===Quote Module=== |
| − | :'''Add Mobile phone number column to Contacts grid.'''
| |
| | | | |
| − | ===General Ledger Module=== | + | ====Quote List==== |
| | | | |
| − | G/L Print Account Segments
| + | :Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.) |
| − | G/L Source Code List
| |
| − | :Fix exception "EOleException: Internal Server Error" when running the report.
| |
| | | | |
| − | ===Job Cost Module===
| |
| − |
| |
| − | J/C Import Transactions
| |
| − | :Do not write to C:\ERRORLOG.TXT at the end of the import.
| |
| − |
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Calculate Payroll
| |
| − | :'''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
| |
| − | Payroll Re-Print Paychecks
| |
| − | :'''Add "Labor Class" to selection criteria.'''
| |
| − |
| |
| − | Payroll Tax Library
| |
| − | :'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
| |
| − |
| |
| − | Payroll Void Paychecks
| |
| − | :Optimize queries to significantly improve performance.
| |
| − | :Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
| |
| − |
| |
| − | ==Build 3.6.2 - 12/6/2019==
| |
| − |
| |
| − | ===Dispatch Module===
| |
| − |
| |
| − | 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===
| |
| − |
| |
| − | A/R Automatic Product Maintenance
| |
| − | :'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
| |
| − | :'''Add hint to Start/End Date fields.'''
| |
| − | :'''Show Start/End Date using 4 digits for the year on the summary grid.'''
| |
| − |
| |
| − | A/R Import Tickets<BR>
| |
| − | A/R Ticket Maintenance
| |
| − | :When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
| |
| − |
| |
| − | A/R Open Ticket Stack
| |
| − | :'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
| |
| − | :Fix Access Violation exception when attempting to email a document image from the document preview window.
| |
| − |
| |
| − | A/R Plant Maintenance
| |
| − | :'''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=== | | ===Accounts Payable Module=== |
| | | | |
| − | A/P Invoice Vouchering
| + | ====Email ACH Stubs==== |
| − | :When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
| |
| | | | |
| − | ===General Ledger Module===
| + | :Change sort sequence of stubs in the grid to Vendor Id and Check Date. |
| | | | |
| − | G/L Transaction Entry
| |
| − | :When posting a batch, use the current User Id when creating the reversing batch.
| |
| | | | |
| − | ===Payroll Module=== | + | ===Cash Management Module=== |
| − | | |
| − | Payroll ACA 1094/1095 Export
| |
| − | :'''Updated for 2019 changes.'''
| |
| − | | |
| − | Payroll SUTA E-File Export
| |
| − | :'''Updated for 2020 changes (PA).'''
| |
| − | | |
| − | Payroll Tax Library
| |
| − | :'''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===
| |
| − | | |
| − | Setup Installer
| |
| − | :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
| |
| − | :Remove Database Connected indicator in the top right of every Keystone screen.
| |
| − | | |
| − | ===Services===
| |
| − | | |
| − | Application Server
| |
| − | :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== | + | ====Transaction Entry==== |
| | | | |
| − | ===Dispatch Module===
| + | :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. |
| | | | |
| − | Dispatch Order Maintenance
| + | :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. |
| − | :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===
| |
| − |
| |
| − | Order Stack
| |
| − | :Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
| |
| − |
| |
| − | ===Accounts Receivable Module===
| |
| − |
| |
| − | 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
| |
| − | :'''Add Driver Color field.'''
| |
| − |
| |
| − | A/R Import Tickets
| |
| − | :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===
| |
| − |
| |
| − | A/P Invoice Vouchering
| |
| − | :Fix delay when scrolling up/down on the invoice grid.
| |
| − |
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Tax Library
| |
| − | :'''Updated to 2019-R11 version (MN.)'''
| |
| | | | |
| | ===General=== | | ===General=== |
| | | | |
| − | Reports
| + | ====Company Database==== |
| − | :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
| |
| − | :Force KServer service start when updating the master application server.
| |
| − | :Updated Visual C++ 2013 Runtime libraries.
| |
| − | | |
| − | ===Services=== | |
| − | | |
| − | Device Aggregator
| |
| − | :Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
| |
| − | | |
| − | Device Server
| |
| − | :'''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)
| |
| − | :'''Improved cache version handling to avoid update conflicts.'''
| |
| − | :'''Improved communication method with Windows clients.'''
| |
| − | :'''Improved query statistics.'''
| |
| − | :'''Improved server statistics.'''
| |
| − | :'''Miscellaneous performance improvements.'''
| |
| − | :'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
| |
| − | :'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
| |
| − | :'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
| |
| − | :'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
| |
| − | :'''FX API: Add trucksbystatus endpoint.'''
| |
| − | :'''Online Customer Portal API: Add customerlist endpoint.'''
| |
| − | :'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
| |
| − | :'''Windows Client Dispatch API: Optimized schedule queries.'''
| |
| − | :No longer processes AUTORUN queries one minute after startup.
| |
| − | :No longer runs database queries if the database version is not current.
| |
| − | :FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
| |
| − | :Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
| |
| − | | |
| − | ==Build 3.6 - 8/30/2019== | |
| − | | |
| − | ===Dispatch Module===
| |
| − | | |
| − | Concrete Calculator
| |
| − | | |
| − | <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.
| |
| − | </blockquote>
| |
| − | Order Maintenance
| |
| − | | |
| − | <blockquote>'''Add "Delivery Instructions 1" field to advanced order search dialog.'''
| |
| − | | |
| − | '''Display "job expired" warning immediately after entering Job Id for a quoted job whose prices have expired.'''
| |
| − | | |
| − | '''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.'''
| |
| − | | |
| − | '''Use current PC clock date as delivery date when creating orders.'''
| |
| − | | |
| − | When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
| |
| − | | |
| − | 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.
| |
| − | </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.''' | + | :'''Updated to version 28.17.''' |
| | | | |
| − | '''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.
| + | ====System Database==== |
| | | | |
| − | Reload ticket customer prior to generating batch control data.
| + | :'''Updated to version 7.0.''' |
| − | </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.'''
| + | ====Windows Client==== |
| − | </blockquote>
| |
| − | ===Ticketing Module=== | |
| | | | |
| − | End of Day
| + | :'''User Alerts which displays important information at program startup.''' |
| | | | |
| − | <blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
| + | :'''Consolidated Email, SMS and other options in the Contacts grid.''' |
| − | </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===
| |
| − |
| |
| − | A/P Handwritten Check Entry
| |
| − |
| |
| − | <blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
| |
| − |
| |
| − | Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
| |
| − |
| |
| − | When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
| |
| − | </blockquote>
| |
| − | A/P Inquiry
| |
| − |
| |
| − | <blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
| |
| − |
| |
| − | Do not bold Invoice Number if Invoice Notes tab only contains blanks.
| |
| − | </blockquote>
| |
| − | Select Invoices for Payment
| |
| − |
| |
| − | <blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
| |
| − | </blockquote>
| |
| − | Vendor Invoice History
| |
| − |
| |
| − | <blockquote>Show Void Date for voided invoices.
| |
| − | </blockquote>
| |
| − | ===General Ledger Module===
| |
| − |
| |
| − | Trial Balance
| |
| − |
| |
| − | <blockquote>'''Add "Account Type" as the first field in all report sequences.'''
| |
| − |
| |
| − | '''Add "Account Type" group indication and subtotals.'''
| |
| − | </blockquote>
| |
| − | ===Payroll Module===
| |
| − |
| |
| − | Calculate Payroll
| |
| − |
| |
| − | <blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
| |
| − | </blockquote>
| |
| − | Company Maintenance
| |
| − |
| |
| − | <blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
| |
| − | </blockquote>
| |
| − | Employee Maintenance
| |
| − |
| |
| − | <blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
| |
| − | </blockquote>
| |
| − | Tax Library
| |
| − |
| |
| − | <blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
| |
| − | </blockquote>
| |
| − | ===General===
| |
| − |
| |
| − | DataScope
| |
| − |
| |
| − | <blockquote>'''Add support for security roles on custom queries.'''
| |
| − |
| |
| − | '''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
| |
| − | </blockquote>
| |
| − | Device Maintenance
| |
| − |
| |
| − | <blockquote>'''Add support for "Dispatch Event" devices.'''
| |
| − | </blockquote>
| |
| − | Document Preview
| |
| − |
| |
| − | <blockquote>'''Add support for PDF documents.'''
| |
| − | </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.'''
| |
| − | </blockquote>
| |
| − | General
| |
| − |
| |
| − | <blockquote>'''Add Help->GivenHansco Web Site menu option.'''
| |
| − |
| |
| − | Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
| |
| − |
| |
| − | 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.'''
| |
| − | | |
| − | '''Add "IPAllowed" and "RequestThreads" configuration parameters.'''
| |
| − | | |
| − | '''Setup multiple threads (256 maximum) for HTTP server.'''
| |
| − | | |
| − | '''Add support for "list" parameters.'''
| |
| − | | |
| − | '''Add support for "MS Access" databases.'''
| |
| − | | |
| − | '''Support dynamic construction of WHERE clause for SELECT queries.'''
| |
| − | | |
| − | '''Add support for "range" filters on query parameters.'''
| |
| − | | |
| − | '''Support singleton auto-run item (once per server.)'''
| |
| − | | |
| − | '''Version API: Add statistics endpoints.'''
| |
| | | | |
| − | '''FX API: Significant performance improvement in "matreqdet" query in materialrequiredbyhour endpoint.'''
| + | [[Release Notes for Keystone 5.3.x]] |
| | | | |
| − | '''Stonemont API: Significantly improve performance of queries in "xbatchresults", "xbatchresultscondensed" and "xpost_mixdesigns" endpoints.'''
| + | [[Release Notes for Keystone 5.2.x]] |
| | | | |
| − | '''Improved query caching method.'''
| + | [[Release Notes for Keystone 5.1.x]] |
| | | | |
| − | '''Add Keystone Online Customer Portal API.'''
| + | [[Release Notes for Keystone 5.0.x]] |
| | | | |
| − | '''It is no longer necessary to create separate configuration options for each company database.'''
| + | [[Release Notes for Keystone 4.7.x]] |
| | | | |
| − | Several fixes in cache handling, logging and multi-threading logic.
| + | [[Release Notes for Keystone 4.6.x]] |
| | | | |
| − | Handle escaped characters correctly in query parameter values.
| + | [[Release Notes for Keystone 4.5.x]] |
| | | | |
| − | Fix discrepancy between "ScheduleByPlant" in Dispatch API and Dispatch Schedule.
| + | [[Release Notes for Keystone 4.4.x]] |
| | | | |
| − | Delay AUTORUN processing for one minute after startup.
| + | [[Release Notes for Keystone 4.3.x]] |
| | | | |
| − | Use single background task to communicate with device aggregator that reads a queue of commands.
| + | [[Release Notes for Keystone 4.2.x]] |
| | | | |
| − | Dispatch v2 API: Exclude void loads in the "Loads" return data of the "ScheduleOrderLoads" endpoint.
| + | [[Release Notes for Keystone 4.1.x]] |
| | | | |
| − | Dispatch v2 API: Exclude void loads in the "ScheduleOrders" endpoint.
| + | [[Release Notes for Keystone 4.0.x]] |
| | | | |
| − | FX API: Fix "materialrequiredbyhour" endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
| + | [[Release Notes for Keystone 3.6.x]] |
| − | | |
| − | 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]] |
