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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> |
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| ==Build 4.3.12 - 8/8/2023== | | ==Release 5.4.2.0 - 10/8/2026== |
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| ===Dispatch Module=== | | ===Dispatch Module=== |
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| Order Maintenance | | ====Order Maintenance==== |
| :'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
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| :Do not allow the delivery date/time to be changed on an order when there are voided loads that have not yet returned to the plant.
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| :Do not allow the order to be cancelled when there are voided loads that have not yet returned to the plant.
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| Ticket Printing
| | :When copying an order, the Plant Id will now be filled in with the current order's Plant Id. |
| :'''Add ability to print mix design detail section for the line 1 product.''' | |
| :Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
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| ===Ticketing Module===
| | :Fix exception "cdsMaster: Field DEF_TAX_AUTHORITY not found" when copying an order. |
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| Ticket Printing
| | :'''A delivered product on an order can once again be changed (provided it does not have an associated custom mix design.)''' |
| :'''Add ability to print mix design detail section for the line 1 product.''' | |
| :Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
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| ===Accounts Receivable Module===
| | :Widen Plant Id field so all three characters are visible. |
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| Email Invoices<BR>
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| Email Orders<BR>
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| Email Statements
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| :Fix "too many login attempts" exception when using GMail (Google Mail.)
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| Import Tickets
| | ====Schedule==== |
| :'''Provide ability to specify a default Tax Authority translation.'''
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| :If there is no entry in the Tax Authority translation table for the source tax authority, truncate the source to 4 characters to avoid a string overflow exception.
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| Job Price Maintenance
| | :'''Add user option "Sort Last Ld Orders on Top" to the Options menu. When checked orders where the active load is the last load of the order will sort to the top of the schedule.''' |
| :'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.''' | |
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| Void Invoice
| | :Fix "EListError: List index out of bounds" exception (introduced in 5.4.1.1.) |
| :Fix generated GLTTRX cash transactions so that the CHECK_NO field has the correct invoice number being voided. | |
| :Fix generated GLTTRX cash transactions so that the SOURCE_TRANS_TYPE field has the correct values (CV/CR.) | |
| :Fix generated GLTTRX cash transactions so that the BANK_NO field is empty.
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| ===Quote Module===
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| Quote Maintenance
| | ===Ticketing Module=== |
| :'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
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| ===Accounts Payable Module=== | | ====Order Maintenance==== |
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| Handwritten Check Entry
| | :Widen Plant Id field so all three characters are visible. |
| :Do not allow entry of Check Date that is prior to Invoice Date. | |
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| Print Checks
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| :Add error message if Check Date is prior to any Invoice Date.
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| ===Purchase Order Module=== | | ===Accounts Receivable Module=== |
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| P.O. Receipt Entry
| | ====Edit Product Transactions==== |
| :Update on-screen totals when Receive All button clicked.
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| ===Payroll Module===
| | :'''New option added to the A/R Inventory Control menu which allows editing Offset G/L, Trx Date and Trx Time for existing product transactions (contact support if you need this feature.)''' |
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| Company Summary Report
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| :The monthly/quaterly totals were calculating incorrectly.
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| Email Direct Deposit Stubs
| | ====Job Price Maintenance==== |
| :Fix "too many login attempts" exception when using GMail (Google Mail.)
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| Tax Library
| | :Fix issue where the DOT state/job fields and the products grid on the DOT tab were not visible (introduced in 5.2.4.) |
| :'''Updated to version 2023-R8b (AR, IL, ND states.)''' | |
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| Workers Compensation Report
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| :Widen the "Pay" columns to print up to 9 digits to the left of the decimal.
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| ===Services=== | | ===Cash Management Module=== |
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| Device Server
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| :Cidra Dispatch Notification Device: Log response when REST exception occurs.
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| :Cidra Dispatch Notification Device: Do not send empty date/time fields.
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| :Cidra Dispatch Notification Device: Return item status value to resolve aggregator error.
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| :'''HaulHub Dispatch Notification Device: Add "quantity_shipped_today" and "quantity_ordered" fields.'''
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| :'''Holcim Dispatch Notification Device: New device added.'''
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| Keystone REST Server (KServer)
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| :Windows Client Device API v2: Fix "LoadNumber" field to return the correct value for the dispatchevent endpoint.
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| ==Build 4.3.11 - 6/13/2023== | | ====Cleared Transaction Report==== |
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| ===Dispatch Module===
| | :Fix detail report to include transaction amount for void check transaction types. |
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| Mix Design Maintenance
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| :'''Add system option to control editability by ingredient type.'''
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| :Do not show Vendor Products tab when A/P is active.
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| ===Payroll Module===
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| Tax Library
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| :'''Updated to version 2023-R7 (ID state.)'''
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| ===Services=== | | ===Services=== |
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| Device Server | | ====Device Server==== |
| :Fix issue where scale would always read as "oCAP" when not using the EOLHEX device parameter (introduced in 4.3.9.5.)
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| Keystone REST Server (KServer)
| | :'''Add option to batch control devices to poll for batch weights without first sending a ticket to the batch control.''' |
| :'''Add SQLite database support.''' | |
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| ==Build 4.3.10 - 6/2/2023== | | ==Release 5.4.1.0 - 9/23/2026== |
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| ===Accounts Receivable Module===
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| Print Invoices<BR>
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| Reprint Invoices
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| :'''When including e-ticket images, a new capability has been added to print all pages of the e-ticket document instead of just the first page. Please contact support if you need this.'''
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| ===Dispatch Module=== | | ===Dispatch Module=== |
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| End of Day
| | ====Order Maintenance==== |
| :Only allow entry of an ending value for Ticket Date.
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| Mix Design Maintenance
| | :Fix error "Another user has made changes to the order...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted. |
| :'''New option added to the Dispatch File Maintenance menu which allows editing of mix designs.''' | |
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| Ticket Printing
| | :Fix issue where you could add/delete products on an order that is locked by another user. |
| :'''Allow security control of fields/buttons on ticket stub screen.''' | |
| :'''Add new conditional fields for product types.'''
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| ===Ticketing Module===
| | :Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.) |
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| End of Day
| | :Restore ability to double-click product to edit on the fly (introduced in 5.4.) |
| :Only allow entry of an ending value for Ticket Date. | |
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| Ticket Printing
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| :'''Allow security control of fields/buttons on ticket stub screen.'''
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| :'''Add new conditional fields for product types.'''
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| ===Quote Module=== | | ====Ticket Printing==== |
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| Quote Maintenance
| | :'''Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.''' |
| :Fix "Book Job" and "Rebook Job" to copy all three Tax Code fields (previously just copied the first one.) | |
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| ===Payroll Module===
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| SUTA E-File Export
| | ====Truck Demand Graph==== |
| :'''Updated export format for WA state for 2023.'''
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| Tax Library
| | :Fix issue with vertical scaling of the graph when Required and W/C are both checked (introduced in 5.4.) |
| :'''Updated to version 2023-R6 (UT state.)''' | |
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| ===Purchase Order Module===
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| P.O. Receipt Entry
| | ===Ticketing Module=== |
| :Fix warning "P.O. Number is required" when trying to save the P.O. receipt.
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| ===General=== | | ====Order Maintenance==== |
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| Company Database
| | :Fix error "The order cannot be changed...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted. |
| :Fix ARP_TICKETS procedure to ignore sales history tickets for voided/reversal invoices. | |
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| NTEP Certification
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| :'''NTEP certification number now shown on startup screen and system information dialog.'''
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| :'''Scale weights are now NTEP compliant (lowercase unit of measure, show weight as received from scale.)'''
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| ===Services=== | | ====Order Stack==== |
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| Device Aggregator
| | :'''Performance improvement: when using the New Order or Edit Order buttons, do not load the list of existing orders.''' |
| :Fix issue when applying device map changes involving multiple companies, where one company has applied its database upgrade but the other(s) have not. | |
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| Device Server
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| :Scale devices: Improve handling where EOLHEX is specified.
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| :'''Scale devices: Add support for "over-capacity" indicator.'''
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| :Dispatch Event devices: Fix potential memory leak after processing commands.
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| :'''Added new HaulHub Dispatch Event device.'''
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| :'''Added new Cidra Smarthatch Dispatch Event device.'''
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| :Fix memory leak for most devices when a failure occurs while opening the communication link.
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| Keystone REST Server (KServer)
| | ====Ticket Printing==== |
| :Windows Client Device API v2: Modify "dispatchevent" endpoint to properly handle null/empty Truck GPS Unit Id.
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| :Windows Client Device API v2: Modify "dispatchevent" endpoint to support HaulHub dispatch event notifications.
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| ==Build 4.3.9 - 4/21/2023==
| | :'''Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.''' |
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| ===Dispatch Module===
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| Order Maintenance
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| :Fix issue where you could the DELETE key would delete system generated order events.
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| Schedule
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| :Fix issue when doing Quick Order AFTER using View Order it will come up as View Order instead of Order Maintenance.
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| Truck Demand Graph
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| :Fix "Resource not found" exception when using the Planning function.
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| ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
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| Aged Trial Balance
| | ====Job Price Maintenance==== |
| :'''Add customer email field to report when using Summary or Detail report type.'''
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| Customer Sales by Product Report
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| :Change Customer Class and Plant selection to checklist box.
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| Print Dunning Letters
| | :Fix issue with creating custom mix designs on a job with multiple mixes (introduced in 5.4.) |
| :'''Add Credit Terms Class selection.''' | |
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| Product Maintenance
| | :Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.) |
| :Show "Taxable" field heading when using multiple tax codes. | |
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| Sales Tax Report
| | :Restore ability to double-click product to edit on the fly (introduced in 5.4.) |
| :'''Add Tax Method selection (allows separation of tax localities based on gross sales from tax localities based on qty sold.)''' | |
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| Truck List
| | ==Release 5.4.0.0 - 9/16/2026== |
| :Fix "Truck Class" dropdown not showing any data.
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| Void Invoice
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| :Fix reversing G/L transaction to always have 'S' for transaction type.
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| ===Accounts Payable Module===
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| Import Invoices
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| :'''New option added to A/P Invoicing/Checks menu.'''
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| :Eliminate blank error dialog when there are no import errors.
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| ===Purchase Order Module===
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| P.O. Receipt Maintenance
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| :Do not allow entry of a receipt without a P.O. Number.
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| ===Payroll Module===
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| Tax Library
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| :'''Updated to version 2023-R5 (MI, WV states.)'''
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| ===Cash Management Module===
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| Transaction Entry
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| :Fix so batch cannot be posted if any transaction dates are in invalid periods.
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| ===General===
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| System Menu
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| :'''Add new dialog box prior to displaying the Product Activation dialog with descriptive error message.'''
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| ===Services===
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| Device Server
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| :For HaulHub batch weight notification device, send "supplier" field as company name.
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| Keystone REST Server (KServer)
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| :'''Driver API: Add "cod" field to truckticketinfo endpoint.'''
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| :Online Customer Portal API: Fix ContactLookup endpoint to treat email parameter case insensitively.
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| :Windows Client A/R Report API: Fix ARTruckList endpoint to fix "Truck Class" dropdown not showing any data.
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| | |
| ==Build 4.3.8 - 3/3/2023==
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| ===Dispatch Module=== | | ===Dispatch Module=== |
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| Order Maintenance
| | ====End Of Day==== |
| :'''Add "% Super Plas" (super-plasticizer) field.'''
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| Re-Print E-Ticket Documents
| | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| :'''New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.''' | |
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| Schedule
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| :Fix plant demand graph to include the dispatch time when generating the graph.
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| :Fix the double "View Order" buttons on the order popup menu when the user does not have permission to edit orders.
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| :Fix issue when entering a Quick Order where if you hover the mouse over the products grid and use the mouse scroll wheel (before entering the Customer Id/Order Id) you would not be able to complete the order.
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| :Fix issue where "View Order" allowed products to be deleted from the order.
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| :'''Display driver/truck license expiration warnings on ticket stub screen.'''
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| Truck Demand Graph
| | ====Open Ticket Stack==== |
| :'''All backend processing has been moved to the Keystone REST Server.'''
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| :Use current date and time when displaying the graph for today.
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| ===Accounts Receivable Module===
| | :Fix Truck F4 Search to only include trucks assigned to dispatch plants. |
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| Print Dunning Letters
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| :'''Add Customer Credit Status selection.'''
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| Product Maintenance
| | ====Order Maintenance==== |
| :'''Show Last Produced Date and Last Sale Date on Inventory tab.'''
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| Quick Ticket Entry
| | :'''Now supports custom mix design by order (contact support if you need this feature.)''' |
| :Fix product dropdown list not being populated when a customer is entered without a job. | |
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| Re-Print A/R Documents
| | :Allow editing of order with incorrectly specified %/Qty Sold tax column. |
| :'''New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.''' | |
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| ===Inventory Module===
| | :'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.''' |
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| Production Receipts
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| :Update Last Produced Date field for top-level product.
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| ===Quote Module=== | | ====Schedule==== |
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| Quote Maintenance
| | :Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom. |
| :'''Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.''' | |
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| ===Payroll Module===
| | :'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.''' |
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| Employee Maintenance
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| :'''Add validation for Social Security Number as per SSA rules.'''
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| Tax Library
| | ====Ticket Printing==== |
| :'''Updated to version 2023-R3.'''
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| ===General===
| | :'''Send custom mix design to batch control from job/order if specified.''' |
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| Email Forms Options<BR>
| | :'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)''' |
| Forms Reports
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| :Fix to select the proper form when two forms are available but the first one is marked inactive.
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| :'''The form dropdown list will now include the new Description field added to Form Maintenance.''' | |
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| Form Maintenance
| | :Do not require Pay Class when no payment amount is entered on the payment screen. |
| :'''Add Description field.''' | |
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| Windows Client
| | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| :Fix issue where the width of a tab that is showing a bold caption would be too narrow and would clip off the end of the caption.
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| :'''Add "West Virginia" to DOT State dropdown list.''' | |
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| ===Services===
| | :Improved performance of the Truck Id dropdown. |
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| Device Server
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| :'''Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.'''
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| :'''When sending tickets to ULINK batch control, send order "% Super Plas" field as ULINK fields #87 and #94.'''
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| :'''Add "WV" to list of supported states for HaulHub batch weight notification device.'''
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| Keystone REST Server (KServer)
| | ====Truck Demand Graph==== |
| :'''Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.'''
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| :Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.
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| :Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.
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| :Driver API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
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| :GPS API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
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| :'''Windows Client A/R Report API: Add ARDocumentList endpoint.'''
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| :'''Windows Client Dispatch API v2: Add new endpoints for truck demand graph.'''
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| :'''Windows Client Dispatch Lookup API: Add new endpoints for truck demand graph.'''
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| :Windows Client Document Imaging API: Fix rdmDoDocIdx/cdsDocIdx_LinkType endpoint to return all document types when DOC_TYPE parameter is not specified.
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| ==Build 4.3.7 - 1/27/2023==
| | :'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.''' |
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| ===Accounts Payable Module===
| | :The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph . |
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| A/P Federal & State 1099 Export
| | :'''The minimum Slot Length is now 1 minute.''' |
| :'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)''' | |
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| ===Payroll Module===
| | :Fixed the Delivery Time labels so they always reflect time of day. |
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| Tax Library
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| :'''Updated to version 2023-R2a.'''
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| ===General=== | | ===Ticketing Module=== |
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| DataScope
| | ====End Of Day==== |
| Query Export
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| :'''Queries created by the logged in user will always appear on the query list.'''
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| :'''Add "Created By" column to the query list.'''
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| :Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
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| System Menu
| | :'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.''' |
| :Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu. | |
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| ===Services===
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| Device Server
| | ====Open Ticket Stack==== |
| :Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)
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| Keystone REST Server (KServer)
| | :Fix Truck F4 Search to only exclude trucks assigned to dispatch plants. |
| :Change method of determining database cache versions to improve performance. | |
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| ==Build 4.3.6 - 1/24/2023==
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| ===Accounts Receivable Module=== | | ====Order Stack==== |
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| Customer Maintenance
| | :Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button. |
| :Fix exception "EDBClient Data is read only" when attempting to delete a customer. | |
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| Job Price List
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| :'''Add ability to print customer terms description on form (contact support if you need this.)'''
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| Product List
| | ====Ticket Printing==== |
| :Print correct U/M when listing product components.
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| ===Accounts Payable Module===
| | :Do not require Pay Class when no payment amount is entered on the payment screen. |
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| Reprint Checks
| | :'''Send "Color Alias" to batch control if a color product type exists on the ticket.''' |
| :'''Add Vendor Sequence Code option to report sequence.''' | |
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| ===Payroll Module===
| | :Improved performance of the Truck Id dropdown. |
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| Calculate Payroll
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| :Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
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| Company Summary Report
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| :Fix totals for Social Security Gross not matching other payroll summary reports.
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| Setup Tax Codes
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| :'''Add drop-down list to Tax Library Id field.'''
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| :'''Add hint messages for local taxes.'''
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|
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| ===General===
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| Windows Client
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| :'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
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| :Reduce CPU usage of common logging module.
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| :Fix issue introduced in 4.2.6.27 when refreshing client cache.
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| ===Services===
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| Application Server
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| Device Aggregator
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| Device Server
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| Keystone REST Server (KServer)
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| :Reduce CPU usage of common logging module.
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| :Improve thread-safety of region-based functions.
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| Device Server
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| :Reduce CPU usage for scales that can be read a line at a time.
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| :Fix scale reading issue when server is stopped/started.
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| Keystone REST Server (KServer)
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| :'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
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|
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| ==Build 4.3.5 - 1/13/2023==
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| ===Accounts Receivable Module=== | | ===Accounts Receivable Module=== |
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| Job Price Maintenance
| | ====A/R Aged Trial Balance==== |
| :Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
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| ===Dispatch 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.''' |
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| Schedule
| | :'''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.''' |
| :'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.''' | |
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| ===Payroll Module===
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| Calculate Payroll
| | ====Cash Posting==== |
| :Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
| |
|
| |
|
| ===Services===
| | :'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.''' |
|
| |
|
| Device Aggregator
| |
| :Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
| |
|
| |
|
| Keystone REST Server (KServer)
| | ====Credit Card Pre-Approval==== |
| :'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
| |
|
| |
|
| ==Build 4.3.4 - 1/9/2023==
| | :Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.) |
|
| |
|
| ===Dispatch Module===
| |
|
| |
|
| Order Maintenance
| | ====Job Price List==== |
| :'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
| |
| :Improve performance of contact query.
| |
| :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
|
| |
|
| Ticket Printing
| | :Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified. |
| :'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.''' | |
| :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
|
| |
|
| ===Ticketing Module===
| |
|
| |
|
| Order Maintenance
| | ====Job Price Maintenance==== |
| :'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
| |
| :Improve performance of contact query.
| |
|
| |
|
| Ticket Printing
| | :'''Now supports custom mix design by job (contact support if you need this feature.)''' |
| :'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.''' | |
| :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
| :When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
| |
|
| |
|
| ===Accounts Receivable Module===
| | :Fix "Qty Open" value to properly handle jobs with only base price plant products specified. |
|
| |
|
| Customer Maintenance
| |
| :'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
| |
|
| |
|
| Job Price Maintenance
| | ====Pre-Billing Audit List==== |
| :Improve performance of contact query.
| |
|
| |
|
| Setup Pending Prices
| | :'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.''' |
| :Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
| |
| :Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
| |
| :'''When "Commit Permanently" is clicked, the price changes are now also saved.''' | |
| :'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
| |
|
| |
|
| Ticket Maintenance
| | :Include fee paid in payment amount when ticket includes a payment with a fee. |
| :Eliminate unnecessary re-querying of plant, job price and zone data. | |
|
| |
|
| ===Inventory Module===
| |
|
| |
|
| Purchase Receipts
| | ====Print Invoices==== |
| :Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
| |
|
| |
|
| ===Quote Module===
| | :Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant. |
|
| |
|
| Quote Maintenance
| | :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.) |
| :Improve performance of contact query. | |
|
| |
|
| ===Accounts Payable Module===
| |
|
| |
|
| Handwritten Check Entry
| | ====Products Maintenance==== |
| :For non-vouchered invoices, link P.O. receipts and generate product transactions.
| |
|
| |
|
| ===Payroll Module===
| | :'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)''' |
|
| |
|
| Print 941 Schedule B
| |
| :'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
| |
|
| |
|
| Print W-3 Form
| | ====Sales Tax Rates Maintenance==== |
| :'''Updated for 2022 (no changes from 2021.)'''
| |
|
| |
|
| Tax Library
| | :'''Add "Geo State" and "Id" columns to the tax localities grid.''' |
| :'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)''' | |
|
| |
|
| ===General===
| |
|
| |
|
| File Maintenance
| | ====Ticket Inquiry==== |
| :When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
| |
|
| |
|
| ===Services===
| | :Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.) |
|
| |
|
| Keystone REST Server (KServer)
| |
| :Fix memory leaks when running SELECT query while processing a PUT/POST method.
| |
| :Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
| |
| :Driver API: Optimize Contacts query in notifyordercomplete endpoint.
| |
| :Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
| |
| :Quote API: Optimize Contacts query in Quote endpoint.
| |
| :Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
| |
| :Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
| |
| :Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
| |
| :Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
| |
| :Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
| |
|
| |
|
| ==Build 4.3.3 - 12/27/2022== | | ====Ticket Maintenance==== |
|
| |
|
| ===Payroll Module===
| | :'''Add Total Water, Add Water and Color Water fields to batch weights grid.''' |
|
| |
|
| Tax Library
| | :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. |
| :'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)''' | |
|
| |
|
| ===General===
| |
|
| |
|
| Windows Client
| | ====A/R Inquiry==== |
| :In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
| |
|
| |
|
| ===Services=== | | ====Cash Posting==== |
|
| |
|
| Keystone REST Server (KServer)
| | ====Ticket Inquiry==== |
| :Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
| |
| :'''Add "Condition" property to AutoRun section of endpoint.'''
| |
| :Version API: Add endpoint condition for "logquerystats" endpoint.
| |
| :Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
| |
|
| |
|
| ==Build 4.3.2 - 12/21/2022==
| | :Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search. |
|
| |
|
| ===Dispatch Module===
| |
|
| |
|
| Order Maintenance
| | ====Cash Posting Register==== |
| :Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
| |
|
| |
|
| Print Orders
| | ====Cash Posting Register (Month End)==== |
| :'''Add ability to print Zone Description the form.'''
| |
|
| |
|
| Schedule
| | :'''Add "Fee Amount" column with totals on the cash receipts register.''' |
| :'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.''' | |
|
| |
|
| ===Ticketing Module===
| |
|
| |
|
| Print Orders
| | ====Product Classes Maintenance==== |
| :'''Add ability to print Zone Description the form.'''
| |
|
| |
|
| Weigh Truck
| | ====Products Maintenance==== |
| :Force Truck Number to uppercase when adding a new truck on the fly.
| |
|
| |
|
| ===Accounts Receivable Module===
| | :'''Add "Edit Mix Design by Job/Order" checkbox.''' |
|
| |
|
| A/R Inquiry
| |
| Cash Posting
| |
| :Use "CASH" (uppercase) when the check number for a payment is blank.
| |
|
| |
|
| Apply Service Charges
| | ===Quote Module=== |
| :Force A/R GL to uppercase when adding a new one on the fly.
| |
| :Force Svc Chg GL to uppercase when adding a new one on the fly.
| |
| :Force Exempt Code to uppercase when adding a new one on the fly.
| |
|
| |
|
| Open Ticket Stack
| | ====Quote List==== |
| :Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
| |
| :The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
| |
| :Fix inability to change Tax Code after using F9 Edit Ticket.
| |
|
| |
|
| Plant Maintenance
| | :Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.) |
| :Force Sys Loc to uppercase when adding a new one on the fly. | |
| :Force Ship Group to uppercase when adding a new one on the fly.
| |
|
| |
|
| Product Maintenance
| |
| :Force Tax Code to uppercase when adding a new one on the fly.
| |
|
| |
|
| Void Invoice
| | ===Accounts Payable Module=== |
| :When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
| |
| | |
| ===Inventory Module=== | |
| | |
| Inventory Reconciliation
| |
| :Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
| |
|
| |
|
| ===Accounts Payable Module=== | | ====Email ACH Stubs==== |
|
| |
|
| Print Checks
| | :Change sort sequence of stubs in the grid to Vendor Id and Check Date. |
| :Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.) | |
|
| |
|
| Vendor Maintenance
| |
| :'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
| |
|
| |
|
| ===Cash Management Module=== | | ===Cash Management Module=== |
|
| |
|
| Statement Reconciliation
| | ====Transaction Entry==== |
| :When a transaction is cleared, set the Clear Date to the reconciliation target date.
| |
| | |
| ===Payroll Module=== | |
| | |
| Setup Company
| |
| :Force State Code to uppercase when adding a new one on the fly.
| |
|
| |
|
| Tax Library
| | :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 to version 2023-R1a (Federal, IA, NM, NY.)''' | |
|
| |
|
| Timecard 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. |
| :Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.) | |
|
| |
|
| ===Job Cost Module===
| |
|
| |
| Job Maintenance
| |
| :Force Job Group to uppercase when adding a new one on the fly.
| |
|
| |
| Trx Type Maintenance
| |
| :Force Unit of Measure to uppercase when adding a new one on the fly.
| |
|
| |
|
| ===General=== | | ===General=== |
|
| |
|
| Keystone Setup
| | ====Company Database==== |
| :No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
| |
|
| |
|
| System Menu
| | :'''Updated to version 28.17.''' |
| :Fix so Query and Location datasets are cached on the client. | |
| :Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
| |
|
| |
|
| Windows Client
| |
| :In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
| |
|
| |
|
| ===Services=== | | ====System Database==== |
|
| |
|
| Application Server
| | :'''Updated to version 7.0.''' |
| :'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.''' | |
|
| |
|
| Device Aggregator
| |
| :Fix "Test Link" function crashing the client thread.
| |
|
| |
|
| Keystone REST Server (KServer)
| | ====Windows Client==== |
| :Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
| |
|
| |
|
| ==Build 4.3.1 - 11/27/2022==
| | :'''User Alerts which displays important information at program startup.''' |
|
| |
|
| ===Accounts Payable Module===
| | :'''Consolidated Email, SMS and other options in the Contacts grid.''' |
|
| |
|
| Federal & State 1099 Export
| |
| :'''Updated for tax year 2022.'''
| |
| :'''Remove IA_BEN payer element (not required for 2022.)'''
| |
| :'''Add empty box 13 for 1099-MISC (new for 2022.)'''
| |
| :'''Add Vendor Id selection.'''
| |
|
| |
|
| Print 1099 Forms
| | ===Services=== |
| :'''Updated for tax year 2022.'''
| |
| :'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
| |
|
| |
|
| ===Payroll Module=== | | ====Application Server==== |
|
| |
|
| ACA 1094/1095 Export
| | :Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed. |
| :'''Updated for tax year 2022 (no changes.)''' | |
| :'''Add Employee Id selection.'''
| |
|
| |
|
| Federal & State W-2 Export
| |
| :'''Updated for tax year 2022 (no changes.)'''
| |
| :'''Add Employee Id selection.'''
| |
|
| |
|
| Print W-2 Forms
| | ====Device Aggregator==== |
| :'''Updated for tax year 2022 (no changes.)'''
| |
|
| |
|
| ===Cash Management Module===
| | :'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.''' |
|
| |
|
| Statement Reconciliation
| |
| :Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
| |
|
| |
|
| ==Build 4.3 - 11/18/2022== | | ====Device Server==== |
|
| |
|
| ===Dispatch Module===
| | :'''Send "Color Alias" to Keystone Batch.''' |
| | :'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.''' |
|
| |
|
| Order Maintenance
| | :'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.''' |
| :The EDIT and VISIBLE security options on Unit Price field are now handled properly. | |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :Widened "Event Date/Time" on the Events tab.
| |
|
| |
|
| Schedule
| |
| :'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
| |
| :'''Add order SHIP_TO_2 as an optional schedule grid field.'''
| |
|
| |
|
| Ticket Printing
| | ====KServer Loadout API v1==== |
| :The EDIT and VISIBLE security options on Unit Price field are now handled properly.
| |
| :'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
| |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
| |
|
| |
|
| ===Ticketing Module===
| | :'''New Loadout API added.''' |
|
| |
|
| Order Maintenance
| | ---- |
| :The EDIT and VISIBLE security options on Unit Price field are now handled properly.
| |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| | |
| Ticket Printing
| |
| :The EDIT and VISIBLE security options on Unit Price field are now handled properly.
| |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
| |
| | |
| ===Accounts Receivable Module===
| |
| | |
| A/R Inquiry<BR>
| |
| Cash Posting
| |
| :'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
| |
| | |
| Customer Price Maintenance
| |
| :Improve performance of product lookup.
| |
| :Widened "Last Changed" grid column.
| |
| | |
| Customer Maintenance
| |
| :Improve performance of product lookup.
| |
| :Remove DOT tab (obsolete.)
| |
| | |
| Delivery Truck Log
| |
| :Do not include sales history from voided/reversal invoices.
| |
| | |
| Group Price Maintenance
| |
| :Improve performance of product lookup.
| |
| :Widened "Last Changed" grid column.
| |
| | |
| Job Price Maintenance
| |
| :Improve performance of product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
| |
| :Widened "Last Changed" grid column.
| |
| :Zone and Product lookups to are now loaded only when the dropdown is clicked.
| |
| :'''Add state DOT field hint messages.'''
| |
| :Remove "Project Id" on DOT tab (obsolete.)
| |
| :Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
| |
| :'''Add F4 search to Plant Id and Usage Type fields.'''
| |
| :The setup parent job dialog will no longer load the lookup list of all jobs when shown.
| |
| :'''Add ability to add/edit Usage Class on the fly.'''
| |
| :Limit Job Id field to 18 characters when copying a job.
| |
| | |
| Open Ticket Stack
| |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| | |
| Plant Maintenance
| |
| :'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
| |
| :Remove "Plant Identifier" on DOT tab (obsolete.)
| |
| :'''Add state DOT field hint messages.'''
| |
| :When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
| |
| :When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
| |
| | |
| Product Maintenance
| |
| :'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
| |
| :'''Add state DOT field hint messages.'''
| |
| | |
| Quick Ticket Entry
| |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| | |
| Sales Tax Rate Maintenance
| |
| :'''Add splitter control to adjust heights of locality/rate grids.'''
| |
| :Increase default height of tax locality rate grid.
| |
| :Do not delete tax locality when tax locality structure record deleted.
| |
| | |
| Ticket Maintenance
| |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :Widened "Load Date/Time" column on the Batch Weights tab.
| |
| :Widened dispatch times on the Times/Email tab.
| |
| :Fix issue where scale weight popup would not appear in certain cases.
| |
| | |
| Truck Maintenance
| |
| :Remove DOT tab (obsolete.)
| |
| | |
| Unit of Measure Maintenance
| |
| :'''Add state DOT field hint messages.'''
| |
| | |
| ===Inventory Module===
| |
| | |
| Enter Inventory Balances<BR>
| |
| Misc. Inv. Transactions<BR>
| |
| Physical Inventory Entry<BR>
| |
| Production Receipts<BR>
| |
| Purchase Receipts
| |
| :Improve performance of stocked product lookup.
| |
| | |
| Inventory Reconciliation
| |
| :Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
| |
| | |
| Inventory Transfers
| |
| :Improve performance of stocked product lookup.
| |
| :'''Add F4 search capability to Transfer In product.'''
| |
| | |
| ===Quote Module===
| |
| | |
| Quote Maintenance
| |
| :'''Add state DOT field hint messages.'''
| |
| :Improve performance of product lookup.
| |
| :Improve performance of quote lookup by loading quotes for current prospect only.
| |
| :Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
| |
| :Widened "Last Changed" products grid column.
| |
| :'''Add F4 search to Plant Id and Usage Type fields.'''
| |
| :Do not load list of all jobs at startup.
| |
| :'''Add ability to add/edit Usage Class on the fly.'''
| |
| :Limit Quote Id field to 18 characters when copying a quote.
| |
|
| |
|
| ===Accounts Payable Module===
| | [[Release Notes for Keystone 5.3.x]] |
|
| |
|
| Handwritten Check Entry
| | [[Release Notes for Keystone 5.2.x]] |
| :When posting the batch, write check number to G/L transaction table.
| |
|
| |
|
| Import Invoices
| | [[Release Notes for Keystone 5.1.x]] |
| :Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
| |
|
| |
|
| Print Checks
| | [[Release Notes for Keystone 5.0.x]] |
| :Do not process void invoices with a non-zero To Pay amount.
| |
|
| |
|
| Select Invoices for Payment
| | [[Release Notes for Keystone 4.7.x]] |
| :Fix so saving changes does not update any void invoices.
| |
|
| |
|
| ===Cash Management Module===
| | [[Release Notes for Keystone 4.6.x]] |
|
| |
|
| Statement Reconciliation
| | [[Release Notes for Keystone 4.5.x]] |
| :When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
| |
|
| |
|
| ===Payroll Module===
| | [[Release Notes for Keystone 4.4.x]] |
|
| |
|
| Employee Maintenance
| | [[Release Notes for Keystone 4.3.x]] |
| :Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
| |
| | |
| Tax Library
| |
| :'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
| |
| | |
| ===Purchase Order Module===
| |
| | |
| Purchase Order Maintenance<BR>
| |
| P.O. Receipt Maintenance
| |
| :Improve performance of vendor product lookup.
| |
| | |
| ===General===
| |
| | |
| Setup
| |
| :'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
| |
| | |
| System Menu
| |
| :Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
| |
| :'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
| |
| | |
| Windows Client
| |
| :When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
| |
| :If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
| |
| | |
| ===Services===
| |
| | |
| Device Aggregator
| |
| :Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
| |
| | |
| Device Server
| |
| :'''Completed implementation of the HaulHub batch weight notification device.'''
| |
| :Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
| |
| :Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
| |
| :Fix potential thread-safety issues.
| |
| :'''Add default root URL for Keystone Online Contact Notification device.'''
| |
| :All Keystone Online API calls now use "https" prefix by default.
| |
| | |
| Keystone REST Server (KServer)
| |
| :'''Add ability to specify conditions for actions.'''
| |
| :'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
| |
| :'''Add "logquerystats" config file parameter.'''
| |
| :Stonemont QC API: Apply field truncations when posting data to avoid errors.
| |
| :Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
| |
| :Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
| |
| :'''Windows Client Quote API: New API added.'''
| |
| | |
| ----
| |
|
| |
|
| [[Release Notes for Keystone 4.2.x]] | | [[Release Notes for Keystone 4.2.x]] |