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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 4.4.3 - 12/12/2023== | | ==Build 4.5 - 12/15/2023== |
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| ===Year-End=== | | ===Year End=== |
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| :'''This version includes updates for A/P and Payroll year-end tax filings as well as 2024 payroll tax changes that are currently available. Please check frequently for further updates.'''
| | '''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.''' |
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| ===Dispatch Module=== | | ===Dispatch Module=== |
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| Beginning of Day
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| :Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
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| :Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
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| Ticket Printing
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| :'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
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| ===Ticketing Module===
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| Beginning of Day
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| :Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
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| :Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
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| Ticket Printing
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| :'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
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| ===Accounts Receivable Module===
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| Prepare Remote Ticketing Data
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| :Include tables CCTQUERY and CCTQUERYFLD.
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| ===Accounts Payable Module===
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| 1099 Audit List
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| :'''Now includes the "1099 Amounts" from vendor maintenance as well as new fields for state information.'''
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| :'''Add "TIN Type" and "Account No." fields to the report.'''
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| Print 1099 Forms
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| :This option will display a warning if used for tax years 2023 and beyond, since Keystone no longer prints 1099 forms.
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| Vendor Maintenance
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| :Now requires Tax Id #, Type of TIN and Account No fields to be specified if a 1099 Class is specified.
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| ===Payroll Module===
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| Federal W-2C (Corrections) Export
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| :'''New option added to the Web Portal Export/Filing menu (please contact support if you need to use this.)'''
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| Print W-2 Forms
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| :The dot-matrix/laser W-2 forms have been removed since Keystone no longer prints W-2 forms. However the W-2 Audit List is still available.
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| Tax Library
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| :'''Updated to version 2024-R1 (FIT, AR, CA, KY, MA states, CA SDI.)'''
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| ==Build 4.4.2 - 11/28/2023==
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| ===Services===
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| Keystone REST Server (KServer)
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| :Windows Client Device API v2: Modify "VehicleStatusUpdate" query in "dispatchevent" endpoint to use projected load LOAD_NO field as the value of the LoadNumber field.
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| ==Build 4.4.1 - 11/10/2023==
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| ===Dispatch Module===
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| Mix Design Maintenance
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| :Fix product search issues in mix design.
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| Schedule
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| :Fix exception "cdsKey: Cannot perform this operation on a closed dataset" when using the "Quick Ticket" option.
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| ===Accounts Receivable Module===
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| Product Maintenance
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| :Fix product search issues in mix design.
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| ===Accounts Payable Module===
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| Enter A/P Balances<BR>
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| Handwritten Check Entry<BR>
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| Invoice Vouchering
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| :Fix foreign key exception when J/C U/M is entered on the distribution screen and then blanked out.
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| Print Checks
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| :When errors occur during preview/print the "First Check No." will now be reset properly.
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| ===Payroll Module===
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| Tax Library
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| :'''Updated to version 2023-R12 (2024 Federal Social Security wage base.)'''
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| ===General===
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| Form Reports
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| :When emailing a form using the Email button, do not display the second email dialog.
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| ===Services===
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| Device Server
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| :Fix HaulHub Dispatch Event notification device to support all states listed in the 4.4 release notes.
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| ==Build 4.4 - 10/13/2023==
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| ===New Features===
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| System-wide Events
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| :'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''
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| Online Payments
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| :'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''
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| DOT E-Tickets
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| :'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''
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| ===Dispatch Module===
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| Cash Payment Entry
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| :'''Add order event when a payment is posted.'''
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| Driver Hours Report
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| :'''Add "Sequence Code" report sequence option.'''
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| Event Type Maintenance
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| :Option removed from Dispatch File Maintenance menu.
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| Order Audit Trail
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| :Adjustments made for new events and event types.
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| Order Maintenance | | Order Maintenance |
| :Fix issue where plant default tax authority not set properly when adding a new order. | | :Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered. |
| :'''Use zone from plant default zone when creating new order or when plant is changed.'''
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| :'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
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| :'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
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| :Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
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| :'''Add "User Id" column to the ticket history grid.'''
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| :'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
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| :'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
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| :Allow deleting orders that have events.
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| :'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
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| :'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
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| :'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
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| :'''Change events are recorded for the following contact level fields: Email.'''
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| Print Orders
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| :'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
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| Schedule
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| :'''Add "Void Ticket" button to start the option directly from the schedule.'''
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| Ticket Printing
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| :When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
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| :'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
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| :'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
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| :'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
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| :Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.
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| ===Ticketing Module===
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| Order Maintenance
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| :'''Add Events tab.'''
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| :'''Use zone from plant default zone when creating new order or when plant is changed.'''
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| :'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
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| :'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
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| :Allow deleting orders that have events.
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| :'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
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| :'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
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| :'''Change events are recorded for the following contact level fields: Email.'''
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| Print Orders
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| :'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
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| Ticket Printing
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| :When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
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| :'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
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| :'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
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| :'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
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| ===Accounts Receivable Module===
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| Aged Trial Balance
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| :'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
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| Cash Posting<BR>
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| Cash Posting Register
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| :'''Allowance Code field length increased to 10 characters.'''
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| Credit Card Pre-Approval
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| :Updated to use the new system-wide events.
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| Customer Maintenance
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| :'''Add Events tab.'''
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| :'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
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| :'''Change events are recorded for the following contact level fields: Email.'''
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| Customer Price Maintenance
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| :'''Add Events tab.'''
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| :'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
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| :Remove Customer Maintenance security requirements for adding new prices and deleting prices.
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| Driver List
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| :'''Add "License Type" field and "Sequence Code" report sequence option.'''
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| Driver Maintenance
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| :'''Add "License Type" and "Sequence Code" fields.'''
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| Driver Productivity Report
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| :'''Add "Sequence Code" report sequence option.'''
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| Group Price Maintenance
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| :'''Add Events tab.'''
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| :'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''
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| Job Price Maintenance
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| :'''Add "Src" (price source) column to products grid.'''
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| :'''Add "DOT Job Mix Year" column to products grid.'''
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| :'''Add Events tab.'''
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| :'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
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| :'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
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| :'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
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| :'''Change events are recorded for the following contact level fields: Email.'''
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| Job Prices List
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| :'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
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| Owner List<BR>
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| Owner Maintenance
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| :'''Add "Insurance Exp" field.'''
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| Plant Maintenance
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| :'''Add "Zone" to Defaults tab.'''
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| :'''Add "Force Print Prices" to Ticketing tab.'''
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| :'''Add "Force Zone Required" to Ticketing tab.'''
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| Product Maintenance
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| :When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
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| :'''Add Events tab.'''
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| :'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
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| :'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''
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| Sales Inquiry
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| :Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
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| Ticket Maintenance
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| :'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
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| :'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
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| :Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.
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| ===Inventory Module===
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| Inventory Reconciliation
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| :Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
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| ===Quote Module===
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| Quote Maintenance
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| :'''Add an event when quote is emailed or printed.'''
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| :'''Add "Src" (price source) column to products grid.'''
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| :'''Add "DOT Job Mix Year" column to products grid.'''
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| :'''Add Events tab.'''
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| :'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
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| :'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
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| :'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
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| :'''Change events are recorded for the following contact level fields: Email.'''
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| Print Quotes
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| :'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
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| ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
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| Handwritten Check Entry<BR>
| | 1099 Audit List<BR> |
| Invoice Vouchering
| | 1099 Class Maintenance<BR> |
| :'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.''' | | Federal & State 1099 Export |
| :'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
| | :'''Add support for 1099-DIV form.''' |
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| Invoice Batch List
| | 1099 Audit List |
| :'''Add "Qty" and "U/M" fields to J/C detail section.''' | | :Print form box numbers on the report instead of the internal box number value. |
| | | :'''Print form box description on the report.''' |
| Vendor Maintenance
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| :'''Add "Email P.O." option on the Contacts grid.'''
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| ===Purchase Order Module===
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| Print Purchase Orders
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| :'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.''' | |
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| Purchase Order Maintenance
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| :The "Ordered" field can no longer be left blank.
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| Purchase Receipt Entry<BR>
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| Purchase Receipt Maintenance
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| :'''Add date protection for "Date Rcvd" field.'''
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| :The "Date Rcvd" can no longer be left blank.
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| Setup Periods
| | 1099 Class Maintenance |
| :'''New option added to Purchase Order Setup/Utilities menu.''' | | :Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form. |
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| ===General Ledger Module===
| | Federal & State 1099 Export |
| | | :'''Add F4 search capability to Vendor Id selection criteria.''' |
| Account Maintenance
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| :'''Add Events tab.''' | |
| :'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''
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| ===Payroll Module=== | | ===Payroll Module=== |
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| Employee Maintenance
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| :'''Add "License #" field.'''
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| Tax Library | | Tax Library |
| :'''Updated to version 2023-R11 (IN, OH states.)''' | | :'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)''' |
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| ===General===
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| Batch Maintenance
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| :Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
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| DataScope<BR>
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| Query Export
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| :When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
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| System Menu
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| :Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
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| :'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
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| :Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
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| Windows Client
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| :Fix Help->Quick Support to work correctly with the new GivenHansco website.
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| ===Services=== | | ===Services=== |
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| Device Server
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| :'''Finalized Holcim Cement dispatch notification device.'''
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| :'''Add several new fields to HaulHub dispatch event notification device.'''
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| Keystone REST Server (KServer) | | Keystone REST Server (KServer) |
| :Add datatables "dotstates", "dothints" and "dotmatclass". | | :Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox." |
| :Fix datatable parsing to properly represent null values.
| | :Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup." |
| :Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
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| :Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint. | |
| :Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
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| :Windows Client System Methods API: Add "getnexteventlink" endpoint.
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