Difference between revisions of "New Keystone Releases"

Latest revision as of 19:39, 10 December 2025

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

Fix issue where customer price records could not be deleted (introduced in 5.2.)

Re-Print Tickets

Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.

Print Invoices

Re-Print Invoices

Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.

Accounts Payable Module

Vendors Maintenance

Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.

General

Reports

In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.

Windows Client

When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.

Services

Application Server

Fix zero cost issues with inventory reconciliation.

KServer Keystone Online Dashboard API

Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.

Save Form Layouts

There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.

Visual Themes

Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:

The default Keystone font now matches the standard Windows font (Segoe UI.)

Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)

Most icons have been visually improved especially on high-resolution 4K monitors.

File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)

Dispatch Module

Order List

Remove blank Report Sequence option.

Order Maintenance

Remove the MAP button next to the Delivery Instructions fields.

Add a warning message when changing Job Id for an existing order.

Add visual indicator when Slump is changed due to a product change on the order.

Schedule

Add "Base Mix" as an optional schedule grid field.

Added hint message for split orders.

Add "Show Status Hints" to Options menu.

Add "Status Hint Legend" to Options menu.

Add system option to cache schedule queries to improve performance in certain cases.

Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)

Ticketing Module

Order List

Remove blank Report Sequence option.

Accounts Receivable Module

A/R Inquiry

Add credit card fee/pay class to Payment History grid.

Cash Posting Register

Add "Session No" to selection criteria.

Customer Prices Maintenance

Add Standard Cost field to grid. Add ability to show/hide grid fields.

Customer Sales by Job

Fix overlap of long product code and product description.

Drivers List

When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.

Email Invoices

Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.

Job Prices Maintenance

When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.

Changes to the "Inactive" field will now be tracked as a field change event.

Pay Class Maintenance

New option added to the A/R File Maintenance menu.

Products Maintenance

When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.

Sales Tax Rates Maintenance

Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.

Ticket Maintenance

A warning message will be displayed if the Tax Authority field is left blank.

Ask for a Void Reason when using the F3 Void button.

Void Invoice

Added ability to select multiple invoices to void when using the "Void By Invoice" option.

Accounts Payable Module

Email ACH Stubs

New option added to the A/P Invoicing/Checks menu.

Federal & State 1099 Export

Updated for 2025.

Print 1099 Forms (Month End)

Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)

Vendors Maintenance

Fix typecast exception (Null->OleStr) when adding a new vendor.

Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

Allow bank account G/L accounts to be used in Expense G/L dropdown.

General Ledger Module

Accounts Maintenance

When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.

System Menu

Option Maintenance

Show preview of selected theme and apply to all active Keystone windows when accepted.

General

Company Database

Updated to version 26.07.

Document Database

Updated to version 2.01.

Keystone Setup

Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.

Upgraded setup to use light/dark mode based on current Windows settings.

System Menu

The Entry/Processing submenu has been removed from the Payroll menu.

Add Visual Theme selector icon to the top of the menu.

When increased/decreased, the menu font size will now be saved for the currently logged in user and company.

When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.

Fix issue where there is no Keystone icon in the taskbar during the initial login screen.

Windows Client

Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.

Add First/Last page buttons to the Document Viewer.

Use search button in place of blue background for fields where F4 search is available.

In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.

Add new options to File menu: "Reset Form Layout" and "Save Form Layout".

Services

Application Server

Modify PrepareRemoteDB to include the new A/R Pay Class table.

Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.

Device Server

When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.

KServer Dashboard API

Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.

Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.

KServer Dispatch API v2

Add "NextToLoad" endpoint.

KServer Driver API

Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)

KServer Keystone Online Back Office API

Modify "CustomerPayment" endpoint to create transactions for pay class fees.

Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.

Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.

KServer Keystone Online Customer Portal API

Modify "CustomerInvoices" endpoint to include pay class fee information.

Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.

Keystone REST Server (KServer)

Fix "EFOpenError" exception during Keystone system installation.

Modify KPPTranslate action to handle pay class fees.

Keystone Relay

Fix occasional crashes resulting from NullReferenceException.

Kserver Datatables API

Updated AP1099FORMBOX for 2025.

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

@@ Line 4: / Line 4: @@
 <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
-==Build 4.0.3 - 11/2/2021==
+==Release 5.2.1.0 - 12/10/2025==
+===Accounts Receivable Module===
+====Customer Prices Maintenance====
+:Fix issue where customer price records could not be deleted (introduced in 5.2.)
+====Re-Print Tickets====
+:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
+====Print Invoices====
+====Re-Print Invoices====
+:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
+===Accounts Payable Module===
+====Vendors Maintenance====
+:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
 ===General===
-Form Reports
+====Reports====
-:Fix EAccessViolation exception when printing a CHAINed form.
+:'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.'''
+====Windows Client====
+:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
 ===Services===
-Device Aggregator
+====Application Server====
-:Fix aggregator lockup issue (caused by Access Violation.)
-:Fix "Out of Memory" and "Access Violation" exceptions when under heavy load.
+:Fix zero cost issues with inventory reconciliation.
+====KServer Keystone Online Dashboard API====
+:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
+==Release 5.2.0.0 - 12/4/2025==
+===New Feature===
+====Credit Card Fees====
+:'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.'''
+====Save Form Layouts====
+:'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.'''
+====Visual Themes====
+:'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
+:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
+:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
+:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
+:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''
-==Build 4.0.2 - 10/29/2021==
 ===Dispatch Module===
-Keystone Map
+====Order List====
-:Fix "This page can't load Google Maps correctly" when displaying the map or route.
+:Remove blank Report Sequence option.
+====Order Maintenance====
-===Services===
+:Remove the MAP button next to the Delivery Instructions fields.
+:'''Add a warning message when changing Job Id for an existing order.'''
+:'''Add visual indicator when Slump is changed due to a product change on the order.'''
+====Schedule====
+:'''Add "Base Mix" as an optional schedule grid field.'''
+:'''Added hint message for split orders.'''
-Application Server
+:'''Add "Show Status Hints" to Options menu.'''
-:Reverted 4.0 change which reduced maximum memory usage from 3GB to 2GB.
-Device Aggregator
+:'''Add "Status Hint Legend" to Options menu.'''
-:Add more diagnostic information to the log during TCPServerExecute processing.
-==Build 4.0.1 - 10/25/2021==
+:'''Add system option to cache schedule queries to improve performance in certain cases.'''
-===Dispatch Module===
+:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
-Order Maintenance
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
-:Do not allow the "Ticket Bal" field to be changed.
 ===Ticketing Module===
-Order Maintenance
+====Order List====
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
+:Remove blank Report Sequence option.
 ===Accounts Receivable Module===
-A/R Inquiry
+====A/R Inquiry====
-:Do not scale fonts on the History screen when resized.
-:'''Add splitter control to allow ticket history grid to be expanded.'''
+:'''Add credit card fee/pay class to Payment History grid.'''
+====Cash Posting Register====
+:'''Add "Session No" to selection criteria.'''
+====Customer Prices Maintenance====
+:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
-Job Price Maintenance<BR>
-Ticket Maintenance<BR>
-Zone Maintenance
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
-Unit of Measure Maintenance
+====Customer Sales by Job====
-:'''Add Batch U/M field.'''
-===Quote Module===
+:Fix overlap of long product code and product description.
-Quote Maintenance
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
-===Accounts Payable Module===
+====Drivers List====
+:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
+====Email Invoices====
+:Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
+====Job Prices Maintenance====
+:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
+:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
+====Pay Class Maintenance====
+:'''New option added to the A/R File Maintenance menu.'''
-A/P Inquiry
-:'''Allow the History form to be resized/maximized.'''
-:Do not scale the fonts on the History form when resized.
-:'''Add splitter controls to allow payment and receipt history grids to be expanded.'''
-===Purchase Order Module===
+====Products Maintenance====
-P.O. Receipt Maintenance
+:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
-===Payroll Module===
-Timecard Maintenance
+====Sales Tax Rates Maintenance====
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
-===General===
+:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
-Form Reports
-:Properly establish form settings (such as Detail section height) when the form is changed during the run.
-Setup
+====Ticket Maintenance====
-:Fix so new "cog" icon is used when updating existing Keystone installations.
-System Menu
+:'''A warning message will be displayed if the Tax Authority field is left blank.'''
-:Do not delete the local cache folders at startup.
-Windows Client
+:'''Ask for a Void Reason when using the F3 Void button.'''
-:When Base-64 encoding do not insert CR/LF every 76 characters.
-===Services===
-Application Server
+====Void Invoice====
-:'''When an active load status is received from a device for a truck that is not currently on an active load, change the status to Travel.'''
-:'''When a truck is currently on an active load and the status received from a device is earlier than the current status, change the status to Travel.'''
-:'''When upgrading the database version, keep track of the last successfully run SQL statement within the script. In case of a restart, begin the script at the next SQL statement after the last successfully run statement within the script.'''
-Device Server
+:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
-:Further changes to PennDOT E-Ticket interface (in progress.)
-:When sending order route to Keystone Online, fix incorrect JSON string encoding for the route data.
-Keystone REST Server (KServer)
-:When Base-64 encoding do not insert CR/LF every 76 characters.
-==Build 4.0 - 10/14/2021==
+===Accounts Payable Module===
-===New Features===
+====Email ACH Stubs====
-Keystone Map
+:'''New option added to the A/P Invoicing/Checks menu.'''
-:We have developed a completely new map option which will (optionally) allow fastest/shortest routing using HERE truck routing in place of Google Maps routing. This new map requires Microsoft's Edge Chromium browser. Please contact your IT department or GivenHansco support for assistance.
-Generic Reports w/Export
-:As of this version we have moved over 35 Keystone reports to our new KServer-based generic report option. In addition to reducing the load on the Application Server, the generic report option provides Export capability to Excel, Text and HTML files (for most reports.)
-PennDOT E-Tickets
+====Federal & State 1099 Export====
-:Pennsylvania will be requiring concrete tickets for PA state jobs to be submitted to the new PennDOT E-Ticketing system. We are currently developing an interface for this and expect to deliver the completed interface by the end of 4Q 2021.
-Parent Jobs
+:'''Updated for 2025.'''
-:We have added the ability to establish "parent jobs" for pricing purposes. Previously if you had several jobs that shared the same pricing, you would have to enter the same pricing information in each of the jobs. Now you can enter the pricing information once in a parent job, and link the other jobs to the same parent job.
-Automatic Cloud Backup
-:The automatic scheduled backup program now backs up to the cloud in addition to the local file.
-Read-Only Data
+====Print 1099 Forms (Month End)====
-:As of this version we have identified and moved over 35 data sources out of the Application Server and into KServer. This reduces the load on the Application Server and improves overall system stability.
-===Dispatch Module===
+:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
-Driver Time/Yardage Analysis Report
-:Fix inaccuracy in totals due to unnecessary rounding during detail processing.
-Order Maintenance
+====Vendors Maintenance====
-:'''Add event when Customer PO field is changed.'''
-:'''Add event when Tax Authority field is changed.'''
-:'''Add indicator to Price Source if the price is a pending price.'''
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
-:'''Retrieve route data from map and save with the order.'''
-:When copying an order, do not try to do base product translation for comment lines.
-:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
-:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
-:'''Add ability to disable the "Advanced" copy button on the Copy Order dialog (contact support if you need this feature.)'''
-:When the Print button is clicked, save any pending changes prior to printing.
-:The Backspace key may now be used to clear the "Cement" drop-down.
-Schedule
+:Fix typecast exception (Null->OleStr) when adding a new vendor.
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
-:'''Retrieve route data from map and save with the order.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-:Fix issue where sometimes the truck would not clock in when using Find Truck and then the Clock In option.
-:Fix "ERESTException: HTTP/1.1 500 Internal Server Error" when clicking the Edit button while shipping a load.
-:'''Add "Will-Call Order" button to order right-click popup menu.'''
-:'''Add "Show Map" button to order right-click popup menu.'''
-:Reload document list when user right-clicks on a truck/ticket.
-:Disable "View Doc" button if there are no documents available for the ticket.
-:Reload document grid when user selects "Edit Ticket" from the right-click truck status menu.
-:Schedule totals now display correctly when there are shipped loads scheduled for a different day.
-:No longer allows "Mark Order as Complete" function when no loads have been shipped on the order.
-Ticket Maintenance
-:'''Add "Ticket Notes" tab.'''
-:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
-Ticket Printing
+====Handwritten Check Entry====
-:When creating a ticket from an order, do not try to do base product translation for comment lines.
-:'''Add option to allow the Customer ID to be changed for an existing ticket (contact support if you need this feature.)'''
-:On the ticket stub screen, do not show the Mix On Board product if the Qty On Board is zero.
-:'''Add "Ticket Notes" tab.'''
-===Ticketing Module===
+====Invoice Vouchering====
-Order Maintenance
+====Vendor Classes Maintenance====
-:'''Add indicator to Price Source if the price is a pending price.'''
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
-:'''Retrieve route data from map and save with the order.'''
-:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
-:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
-:When the Print button is clicked, save any pending changes prior to printing.
-Order Stack
+====Vendors Maintenance====
-:'''Significantly improved start-up time.'''
-:'''Now defaults to showing the last month's worth of orders.'''
-:'''Add "Order Lookback Date" to Refresh Options screen to control visibility of old orders.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-:'''Save "Show Delivery Instructions" option from run to run.'''
-Ticket Maintenance
+:Allow bank account G/L accounts to be used in Expense G/L dropdown.
-:'''Add "Ticket Notes" tab.'''
-:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
-Ticket Printing
-:When creating a ticket from an order, do not try to do base product translation for comment lines.
-:'''Add "Ticket Notes" tab.'''
-===Accounts Receivable Module===
+===General Ledger Module===
-A/R Inquiry
+====Accounts Maintenance====
-:'''Add "Session No" as an optional field on the invoice grid.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-A/R Inquiry<BR>
+:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
-Cash Posting
-:'''Add "Order Id" and "Ship To 1" as optional columns on the main invoice grid.'''
-:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main invoice grid.'''
-:'''Add "PP Status", "PP Status Date", "PP Batch Id", "PP Merch Id", "PP Ref No" and "PP Auth Code" as optional columns on the main invoice grid.'''
-:'''Add "Price Source" column to ticket history grid.'''
-Aged Trial Balance
-:'''Print plant/division subtotals when printing Control Total and plant/division subtotals boxes checked.'''
-Automatic Products
+===System Menu===
-:Fix issue where a "not range" (ex: ~01-09) automatic product was not being processed correctly (introduced in 3.6.)
-Cash Posting
+====Option Maintenance====
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Cash Posting Register<BR>
+:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
-MTD Cash Posting Register
-:'''On the Bank Deposit add customer portal payment totals (Portal CC and Portal ACH.)'''
-:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main report and the Bank Deposit report.'''
-:'''Add "PP Ref No" column to the main report and the Bank Deposit report.'''
-Customer Maintenance
-:'''Add "Tax Exempt Exp Date" field.'''
-:'''Add "Web CCPay" checkbox to Contacts grid.'''
-:'''Disable "Web Invoices" and "Web CCPay" checkboxes if there is no default PP Cash G/L account specified.'''
-:No longer allows a customer with orders to be deleted.
-Default G/L Accounts
+===General===
-:'''Add "PP Cash" default G/L account.'''
-Division Maintenance
+====Company Database====
-:'''Add "A/R PP Cash" default G/L account.'''
-Edit Open Ticket Times
+:'''Updated to version 26.07.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Email Invoices
-:Fix recent invoice sessions not showing in Session dropdown list.
-Email Invoices<BR>
+====Document Database====
-Email Orders<BR>
-Email Statements
-:Change caption on OK button to "Send".
-Handwritten Invoice Entry
+:'''Updated to version 2.01.'''
-:'''Add "Ticket Notes" tab.'''
-Import Tickets<BR>
-Open Ticket Stack<BR>
-Pre-Billing Audit List<BR>
-Price Exception Report<BR>
-Print Invoices<BR>
-Quick Ticket Entry<BR>
-Ticket Batch List<BR>
-Ticket Maintenance<BR>
-Void Invoice
-:'''Add indicator to Price Source if the price is a pending price.'''
-Invoice Job Corrections
+====Keystone Setup====
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Job Price Maintenance
+:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
-:'''Retrieve route data from map and save with the order.'''
-:Fix issue where customer contacts are deleted from the job's customer when the job is deleted.
-:'''Add DOT tab to enter state-specific DOT information.'''
-:'''Add "Parent Job" button to establish parent job relationship.'''
-Open Ticket Stack
+:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-:Fix EAccessViolation exception when attempting to print a ticket from the edit ticket window.
-:When repricing tickets, only replace the Customer P.O. on the ticket if the job has a Customer P.O. specified.
-Plant Maintenance
-:'''Add "PP Cash" default G/L account.'''
-:'''Add DOT tab to enter state-specific DOT information.'''
-Product Class List
+====System Menu====
-:'''Product Class selection is now a checklist.'''
-Product Maintenance
+:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
-:'''Add "SubType" (ingredient subtype) field to product maintenance screen.'''
-:'''Add DOT tab to enter state-specific DOT information.'''
-Product Sales by Customer Report
+:'''Add Visual Theme selector icon to the top of the menu.'''
-:Widen Qty and Amount columns to accomodate larger totals.
-Quick Ticket Entry
+:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Re-Print Tickets
+:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
-:Fix report sequence not working.
-Setup Pending Prices
+:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
-:Change "Apply" button caption to "Post".
-:'''Added hints to Post and Clear buttons.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Summary Sales Report
-:'''Product Class selection is now a checklist.'''
-Ticket History Inquiry
+====Windows Client====
-:'''Add "Ticket Notes" tab.'''
-Ticket Maintenance
+:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
-:Change field order on Payment tab to match field order in Cash Posting.
-:Never mark a new ticket as "Priced".
-:'''Display warning when attempting to reprice a priced ticket.'''
-:'''Add ability to change the Customer ID for an existing ticket.'''
-:'''Add "Ticket Notes" tab.'''
-Unit of Measure Maintenance
+:'''Add First/Last page buttons to the Document Viewer.'''
-:'''Add DOT tab to enter state-specific DOT information.'''
-Void Invoice
+:'''Use search button in place of blue background for fields where F4 search is available.'''
-:'''Performance improvement when loading the invoice list.'''
-===Quote Module===
+:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
-Quote Maintenance
+:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
-:'''When booking/rebooking a job and selecting the "Create Order from Quote" option, the appropriate Order Maintenance (Dispatch/Ticketing) will be launched with the order just created.'''
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
-:'''Retrieve route data from map and save with the order.'''
-:Fix issue where customer contacts are deleted from the quote's customer when the quote is deleted.
-:Fix issue where prospect contacts are deleted from the quote's prospect when the quote is deleted.
-:'''Add DOT tab to enter state-specific DOT information.'''
-===Accounts Payable Module===
-A/P Inquiry
+===Services===
-:'''Add "Session No" as an optional field on the invoice grid.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Aged Trial Balance
+====Application Server====
-:Fix exception "EDatabaseError cdsReport: Field 'SEQUENCE_CODE' not found" when using the "Sequence" report sequence option (introduced in 3.6.29.2.)
-Cash Flow Analysis
+:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
-:'''Vendor Class and Division selection are now checklists.'''
-Invoice Vouchering
+:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
-:When checking for duplicate invoices, ignore invoices in A/P recurring batch templates.
-:'''Add security option to control whether duplicate invoice numbers can be posted.'''
-:Only show P.O. numbers in the P.O. dropdown that have unlinked P.O. receipts.
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-:Will now ask to save changes when using the X to close the window if you have fully distributed the current invoice.
-:Prevent changes to the batch after posting and clicking the Cancel button the printer dialog.
-Invoices for Payment List
-:'''Vendor Class and Division selection are now checklists.'''
-MTD Check Register
+====Device Server====
-:Fix issue where only uncleared checks were shown on the report.
-Select Invoices for Payment
+:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Vendor Maintenance
-:'''Add Warning tab which will pop-up when the vendor is selected during Invoice Vouchering.'''
-Void Check
+====KServer Dashboard API====
-:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
-Void Invoice
+:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
-:'''Performance improvement when loading the invoice list.'''
-:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
-===Cash Management Module===
+:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
-Bank Account List
-:Fix exception when selecting on Bank Name.
-Cash Flow Summary Report
+====KServer Dispatch API v2====
-:Include void and reversal transactions.
-:'''Indicate whether total amounts include void/reversal transactions.'''
-:'''Add C/M account segment selection.'''
-:'''Add "Source Trx" summarization option (detail.)'''
-Statement Reconciliation
+:'''Add "NextToLoad" endpoint.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-===General Ledger Module===
-Account Maintenance
+====KServer Driver API====
-:'''Add system option to require NRMCA Group to be entered for new G/L accounts.'''
-Detail Inquiry
+:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
-:Fix Credit Amt total calculating incorrectly on the Transaction History popup grid.
-Journal Entry
-:Fix issue where batch could be posted that was out of balance.
-===Payroll Module===
+====KServer Keystone Online Back Office API====
-Email Direct Deposit Stubs
+:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
-:Change caption on OK button to "Send".
-:Eliminate blank page at end of check stub.
-Print Direct Deposit Stubs<BR>
+:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
-Print Paychecks
-:Eliminate blank page at end of check run.
-Tax Library
+:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
-:'''Updated to 2021-R11 version (ID, KS, NY states.)'''
-===General===
-Batch Maintenance
+====KServer Keystone Online Customer Portal API====
-:After posting a batch, the "Print another batch report?" dialog the button captions have been changed to "Reprint" and "Close" (the X button is treated as "Close".)
-Company Database
+:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
-:'''Significantly improve performance of Stonemont QC batch result list query.'''
-Generic Report
+:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
-:When exporting use field names instead of field labels.
-Keystone Map
-:'''New version which (optionally) supports HERE routing (fastest/shortest) and geocoding.'''
-:'''Allow manual dragging of route segments on the Route tab.'''
-:'''Add "Undo" button on Route tab to un-do the last manual route change.'''
-:'''Add "Show Traffic" checkbox on Route tab to show traffic data.'''
-:'''Show start and end addresses on the directions portion of the Route tab.'''
-:'''When calculating a route, use truck vehicle parameters received from the caller.'''
-Reports
+====Keystone REST Server (KServer)====
-:'''Performance improvement: Generate report intermediate output to memory stream instead of disk file.'''
-System Backup Utility
+:Fix "EFOpenError" exception during Keystone system installation.
-:'''When run as a Windows task the default is now to backup to the client and the cloud.'''
-System Menu
+:'''Modify KPPTranslate action to handle pay class fees.'''
-:Retry in case of error when downloading web update.
-Windows Client
-:'''Add support for Windows 11.'''
-:'''Add support for Windows Server 2022.'''
-:Fixed issue where client-side cache would not be updated properly after restarting KServer.
-:Eliminate unnecessary refreshing of sales tax rates.
-:Eliminate unnecessary KServer calls when refreshing/closing certain datasets.
-:Fix "XltBaseProduct" method to ignore blank product ID.
-:'''Store local cache files in a common folder instead of a user-specific folder (this should improve performance and resource usage on terminal servers.)'''
-:When loading default or user's custom grid layout, scale the grid columns based on the current form dimensions to avoid "scrunched up" columns if the form is maximized.
-:At startup apply field security options to ALL grid tabs, not just the active tab as previously.
-:Fix error "Exception EFCreateError: Cannot create file "". The filename, directory name, or volume label syntax is incorrect" at startup (Remote Desktop users only.)
-===Services===
+====Keystone Relay====
-Application Server
+:Fix occasional crashes resulting from NullReferenceException.
-:'''When an order route is added or updated send an order route notification through KServer.'''
-:When validating batch weights, use DRIVER_ID instead of DRIVER_NAME to validate the driver.
-:'''When validating batch weight ingredients populate the new VAL_INGREDIENT_SUBTYPE field.'''
-:Fix issue where editing a Dispatch ticket did not update the Load Size in the projected loads table.
-:'''When validating batch weights, validate the ingredient type, ingredient U/M and driver code.'''
-:Reverted to 2GB memory limit which should improve reliability.
-Device Aggregator
-:When processing batch weights, truncate fields that are too long to avoid generating string overflow exceptions.
-:Log unhandled exceptions only once.
-:'''Send Ingredient SubType to batch weight notification devices.'''
-:'''When processing batch results, bring in Total Water fields (Keystone Batch only.)'''
-:'''When preparing batch results to be sent to Batch Weights notification devices, include validated ingredient type and U/M data as well as DOT-specific U/M data.'''
-Device Server
+====Kserver Datatables API====
-:'''Add Order Route Notification device for Keystone Online.'''
-:'''Use Ingredient Subtype to separate admixtures into the desired categories (PennDOT e-ticket.)'''
-:Eliminate unnecessary log error message when sending dispatch events to Keystone Online.
-:'''For batch controls, add support for Total Water fields (Keystone Batch only.)'''
-:'''Consolidated Event/Notify device types into single Notification device type.'''
-Keystone REST Server (KServer)
+:'''Updated AP1099FORMBOX for 2025.'''
-:Retry in case of error when sending and receiving cloud data.
-:'''Add ability to send updated order route information to Keystone Online when an order route is added or updated.'''
-:Fixed issue where client-side cache would not be updated properly after restarting KServer.
-:Eliminate unnecessary client-side local caches.
-:Fix issue with server cache version less than client-side local cache version.
-:'''Add support for absolute/relative redirect URI.'''
-:'''Group Keystone session numbers by Session Id once per day.'''
-:'''Send MD5 content hash when writing cloud backup data to enable cloud service validation.'''
-:'''Added request/response log information related to local caching.'''
-:Fix task manager RunTask method to delay starting the background task until it has been properly initialized (notifications of new dispatch tickets were not being sent to tablets.)
-:'''Add handling for URL parameters that are separately URL encoded.'''
-:'''Support different document paths based on Company ID when storing e-tickets.'''
-:Improve reliability of cloud backups.
-:Improve handling of date/time string parameters.
-:'''Consolidated Event/Notify device types into single Notification device type.'''
-:'''Backoffice API: Add "PP Cash G/L" account handling to CustomerPayment endpoint.'''
-:'''Customer Portal API: Support credit card payments for one or more Keystone invoices (including discount handling.)'''
-:Customer Portal API: CustomerInvoices will now properly include invoices with an empty Job Id.
-:Dispatch API v2: CustomerInvoices will now properly include invoices with an empty Job Id.
-:'''Driver API: Optimize "getdocfilename" query in notifyordercomplete endpoint.'''
-:Driver API: Fix ticketproducts query in truckticketinfo endpoint to calculate the Qty Delivered based on previous tickets instead of using the original order Qty Delivered at the time of ticketing (show correct Order Qty Delv on e-tickets for edited tickets.)
-:'''FX API: Significant performance improvement for "kpi" and "kpibymo" endpoints: optimize kpislslyr, kpisysytd, kpisysmtd, kpitck, kpiptk and kpiday queries.'''
-:'''FX API: Add "trucksinstatus" endpoint.'''
-:FX API: Fix "trucksbystatus" query to include only loads for the specified time period.
-:'''Keystone Online Customer Portal API: Add "PP Cash G/L" account handling to CustomerPayments endpoint.'''
-:'''Keystone Online Reports API: New API to support reports for Keystone Online.'''
-:Stonemont QC API: Adjust redirect URIs to be relative.
-:Version API: Fix time zone issue with server statistics.
-:'''Windows Client A/P API: Several queries moved from Application Server to KServer.'''
-:'''Windows Client A/P Lookup API: Several queries moved from Application Server to KServer.'''
-:Windows Client A/P Report API: Fix "APAgedTrialBalance" query to include vendor Sequence Code field.
-:'''Windows Client A/R API: Several queries moved from Application Server to KServer.'''
-:'''Windows Client A/R API: Improve performance of quoted job lookup lists.'''
-:'''Windows Client A/R API: Improve performance of XltBaseProduct endpoint.'''
-:'''Windows Client A/R Lookup API: Several queries moved from Application Server to KServer.'''
-:'''Windows Client A/R Lookup API: Add Product Ingredient Subtype lookup endpoint.'''
-:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to handle product codes containing slashes.
-:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to use the correct company when querying products.
-:'''Windows Client Device API v2: Add "trxsync" endpoint that is run at startup and once an hour.'''
-:'''Windows Client Dispatch Lookup API: Several queries moved from Application Server to KServer.'''
-:Windows Client System Database API: Fix "logupdate" endpoint to apply proper base-64 decoding to update memo field.
 ----
+[[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]]

Difference between revisions of "New Keystone Releases"

Latest revision as of 19:39, 10 December 2025

Contents

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

Re-Print Tickets

Print Invoices

Re-Print Invoices

Accounts Payable Module

Vendors Maintenance

General

Reports

Windows Client

Services

Application Server

KServer Keystone Online Dashboard API

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

Save Form Layouts

Visual Themes

Dispatch Module

Order List

Order Maintenance

Schedule

Ticketing Module

Order List

Accounts Receivable Module

A/R Inquiry

Cash Posting Register

Customer Prices Maintenance

Customer Sales by Job

Drivers List

Email Invoices

Job Prices Maintenance

Pay Class Maintenance

Products Maintenance

Sales Tax Rates Maintenance

Ticket Maintenance

Void Invoice

Accounts Payable Module

Email ACH Stubs

Federal & State 1099 Export

Print 1099 Forms (Month End)

Vendors Maintenance

Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

General Ledger Module

Accounts Maintenance

System Menu

Option Maintenance

General

Company Database

Document Database

Keystone Setup

System Menu

Windows Client

Services

Application Server

Device Server

KServer Dashboard API

KServer Dispatch API v2

KServer Driver API

KServer Keystone Online Back Office API

KServer Keystone Online Customer Portal API

Keystone REST Server (KServer)

Keystone Relay

Kserver Datatables API

Navigation menu

Search