Difference between revisions of "New Keystone Releases"

From GivenHansco Keystone Help
Jump to navigation Jump to search
 
(87 intermediate revisions by the same user not shown)
Line 4: Line 4:
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.1 - 12/28/2021==
+
==Release 5.4.0.0 - 9/16/2026==
  
−
===Important Note===
+
===Dispatch Module===
 +
 
 +
====End Of Day====
 +
 
 +
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
 +
 
 +
 
 +
====Open Ticket Stack====
 +
 
 +
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:'''Now supports custom mix design by order (contact support if you need this feature.)'''
 +
 
 +
:Allow editing of order with incorrectly specified %/Qty Sold tax column.
 +
 
 +
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
 +
 
 +
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:'''Send custom mix design to batch control from job/order if specified.'''
 +
 
 +
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
 +
 
 +
:Do not require Pay Class when no payment amount is entered on the payment screen.
 +
 
 +
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
 +
 
 +
:Improved performance of the Truck Id dropdown.
 +
 
 +
 
 +
====Truck Demand Graph====
 +
 
 +
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
 +
 
 +
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
 +
 
 +
:'''The minimum Slot Length is now 1 minute.'''
 +
 
 +
:Fixed the Delivery Time labels so they always reflect time of day.
 +
 
 +
 
 +
===Ticketing Module===
 +
 
 +
====End Of Day====
 +
 
 +
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
 +
 
 +
 
 +
====Open Ticket Stack====
 +
 
 +
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
 +
 
 +
 
 +
====Order Stack====
 +
 
 +
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:Do not require Pay Class when no payment amount is entered on the payment screen.
 +
 
 +
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
 +
 
 +
:Improved performance of the Truck Id dropdown.
  
−
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
====A/R Aged Trial Balance====
−
:'''Add "Invoice Tkt Images" checkbox.'''
+
 
 +
:'''Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.'''
 +
 
 +
:'''Add 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.'''
 +
 
 +
 
 +
====Cash Posting====
 +
 
 +
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
 +
 
 +
 
 +
====Credit Card Pre-Approval====
 +
 
 +
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
 +
 
 +
 
 +
====Job Price List====
 +
 
 +
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
 +
 
 +
 
 +
====Job Price Maintenance====
 +
 
 +
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
 +
 
 +
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
 +
 
 +
 
 +
====Pre-Billing Audit List====
 +
 
 +
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
 +
 
 +
:Include fee paid in payment amount when ticket includes a payment with a fee.
 +
 
 +
 
 +
====Print Invoices====
 +
 
 +
:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
  
−
Email Invoices<BR>
+
: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.)
−
Print Invoices<BR>
 
−
Reprint Invoices
 
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
  
−
Job Price Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
  
−
Plant Maintenance
+
====Products Maintenance====
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
+
 
 +
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
 +
 
 +
 
 +
====Sales Tax Rates Maintenance====
 +
 
 +
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
 +
 
 +
 
 +
====Ticket Inquiry====
 +
 
 +
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
 +
 
 +
 
 +
====Ticket Maintenance====
 +
 
 +
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
 +
 
 +
: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.
 +
 
 +
 
 +
====A/R Inquiry====
 +
 
 +
====Cash Posting====
 +
 
 +
====Ticket Inquiry====
 +
 
 +
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
 +
 
 +
 
 +
====Cash Posting Register====
 +
 
 +
====Cash Posting Register (Month End)====
 +
 
 +
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
 +
 
 +
 
 +
====Product Classes Maintenance====
 +
 
 +
====Products Maintenance====
 +
 
 +
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
 +
 
  
 
===Quote Module===
 
===Quote Module===
  
−
Quote Maintenance
+
====Quote List====
−
:'''Add "Job Mix Year" to DOT tab.'''
+
 
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
+
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
 +
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
1099 State Maintenance
+
====Email ACH Stubs====
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
+
 
 +
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
 +
 
  
−
Federal & State 1099 Export
+
===Cash Management Module===
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
+
====Transaction Entry====
−
Invoice Vouchering
 
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
: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.
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
: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.
−
:'''Add "1099 State" field to detail report.'''
 
  
−
Vendor Maintenance
 
−
:'''Add "1099 Amounts" tab.'''
 
−
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
 
  
−
Void Invoice
+
===General===
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
  
−
Web Portal Export/Filing
+
====Company Database====
−
:'''New submenu added to the A/P menu.''''
 
  
−
===Payroll Module===
+
:'''Updated to version 28.17.'''
  
−
ACA 1094/1095 Export
 
−
:'''Updated for 2021.'''
 
  
−
Calculate Payroll
+
====System Database====
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
  
−
Company Maintenance
+
:'''Updated to version 7.0.'''
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
  
−
Employee Maintenance
 
−
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
 
−
:'''ACA Plan Start Month is now required (as of 2020.)'''
 
  
−
Federal & State W-2 Export
+
====Windows Client====
−
:'''Updated for 2021.'''
 
  
−
Payroll Tax Library
+
:'''User Alerts which displays important information at program startup.'''
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
−
:This option has been removed from the Payroll Year End menu.
 
  
−
Timecard Maintenance
 
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
====Application Server====
−
:'''Add Test Mode parameter for truck status processing.'''
+
 
 +
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
 +
 
 +
 
 +
====Device Aggregator====
 +
 
 +
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
 +
 
 +
 
 +
====Device Server====
 +
 
 +
:'''Send "Color Alias" to Keystone Batch.'''
 +
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
 +
 
 +
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
 +
 
 +
 
 +
====KServer Loadout API v1====
  
−
Device Server
+
:'''New Loadout API added.'''
−
:'''Add Test Mode parameter for truck status processing.'''
 
−
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 5.3.x]]
 +
 +
[[Release Notes for Keystone 5.2.x]]
 +
 +
[[Release Notes for Keystone 5.1.x]]
 +
 +
[[Release Notes for Keystone 5.0.x]]
 +
 +
[[Release Notes for Keystone 4.7.x]]
 +
 +
[[Release Notes for Keystone 4.6.x]]
 +
 +
[[Release Notes for Keystone 4.5.x]]
 +
 +
[[Release Notes for Keystone 4.4.x]]
 +
 +
[[Release Notes for Keystone 4.3.x]]
 +
 +
[[Release Notes for Keystone 4.2.x]]
 +
 +
[[Release Notes for Keystone 4.1.x]]
  
 
[[Release Notes for Keystone 4.0.x]]
 
[[Release Notes for Keystone 4.0.x]]

Latest revision as of 00:11, 17 September 2026


NOTE: Items in bold type are NEW features.

Release 5.4.0.0 - 9/16/2026

Dispatch Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only include trucks assigned to dispatch plants.


Order Maintenance

Now supports custom mix design by order (contact support if you need this feature.)
Allow editing of order with incorrectly specified %/Qty Sold tax column.
Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.


Schedule

Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.


Ticket Printing

Send custom mix design to batch control from job/order if specified.
Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)
Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Truck Demand Graph

The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.
The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
The minimum Slot Length is now 1 minute.
Fixed the Delivery Time labels so they always reflect time of day.


Ticketing Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.


Order Stack

Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.


Ticket Printing

Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Accounts Receivable Module

A/R Aged Trial Balance

Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.
Add 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.


Cash Posting

Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.


Credit Card Pre-Approval

Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)


Job Price List

Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.


Job Price Maintenance

Now supports custom mix design by job (contact support if you need this feature.)
Fix "Qty Open" value to properly handle jobs with only base price plant products specified.


Pre-Billing Audit List

When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.
Include fee paid in payment amount when ticket includes a payment with a fee.


Print Invoices

Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
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.)


Products Maintenance

Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)


Sales Tax Rates Maintenance

Add "Geo State" and "Id" columns to the tax localities grid.


Ticket Inquiry

Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)


Ticket Maintenance

Add Total Water, Add Water and Color Water fields to batch weights grid.
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.


A/R Inquiry

Cash Posting

Ticket Inquiry

Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.


Cash Posting Register

Cash Posting Register (Month End)

Add "Fee Amount" column with totals on the cash receipts register.


Product Classes Maintenance

Products Maintenance

Add "Edit Mix Design by Job/Order" checkbox.


Quote Module

Quote List

Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)


Accounts Payable Module

Email ACH Stubs

Change sort sequence of stubs in the grid to Vendor Id and Check Date.


Cash Management Module

Transaction Entry

Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
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.


General

Company Database

Updated to version 28.17.


System Database

Updated to version 7.0.


Windows Client

User Alerts which displays important information at program startup.
Consolidated Email, SMS and other options in the Contacts grid.


Services

Application Server

Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.


Device Aggregator

When processing batch results, retrieve Color Water and U/M and End Load Time if available.


Device Server

Send "Color Alias" to Keystone Batch.
Add Color Water and End Load Time from Keystone Batch when retrieving batch results.
When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.


KServer Loadout API v1

New Loadout API added.

Release Notes for Keystone 5.3.x

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

Retrieved from "http://52.173.207.40/wiki/index.php?title=New_Keystone_Releases&oldid=1771"