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>
-<p></p>
+==Release 5.2.1.0 - 12/10/2025==
-<p><b>IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.</b></p>
-==Build 4.1.6 - 4/22/2022==
+===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.
-===Dispatch Module===
-Schedule
+===Accounts Payable Module===
-:For weighed trucks, fix tare weight change during ticketing so that it saves the data back to the truck (introduced in 3.6.99.1.)
-===Payroll Module===
+====Vendors Maintenance====
-SUTA E-File Export
+:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
-:'''Updated for 2022 (OH state.)'''
-Tax Library
-:'''Updated to version 2022-R5a (MD, UT states.)'''
 ===General===
-Reports
+====Reports====
-:Fix exception "EPrinter: Printer is not printing" when printing to the "Microsoft Print to PDF" printer, if you wait at least one minute then click Cancel on the "Save Print Output As" dialog.
-:Handle case where user cancels the query but no exception is raised and no data is returned.
+:'''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
+====Application Server====
-:Improve diagnostic information when opening company database.
-Device Server
+:Fix zero cost issues with inventory reconciliation.
-:'''Began implentation of batch weight notification device for HaulHub (in progress.)'''
-Keystone REST Server (KServer)
-:Customer Portal API v1: Improve performance and lower resource usage for getcurrentorders and getorderdetails endpoints.
-:Customer Portal API v2: Improve performance and lower resource usage for CurrentOrders and OrderDetails endpoints.
-:Dispatch API v1: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
-:Dispatch API v2: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
-:FX API: Improve performance and lower resource usage for trucksinstatus endpoint.
-:On-Demand Session API: Improve performance and lower resource usage for loadgpslocation, schedulecustorderloads and scheduleplantorderloads endpoints.
-:Online Customer Portal API: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
-==Build 4.1.5 - 4/7/2022==
+====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.'''
-===Dispatch Module===
-Order Maintenance
+====Visual Themes====
-:The "warnings" pop-up will no longer appear when clicking the CANCEL button.
-Schedule
+:'''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:'''
-:Fix so load times are properly rescheduled after a load is shipped early/late (introduced in 4.1.3.2.)
+:'''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.)'''
-Ticket Printing
-:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)
-===Ticketing Module===
+===Dispatch Module===
-Order Maintenance
+====Order List====
-:Fix "EDBClient" exception message when copying an order.
-Ticket Printing
+:Remove blank Report Sequence option.
-:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)
-===General===
-Reports
+====Order Maintenance====
-:'''Add current time to "----Preview" and "----Print" portions of session log information.'''
-:'''Add "User Cancelled" message to session log information when user clicks CANCEL while report query is running.'''
-Windows Client
+:Remove the MAP button next to the Delivery Instructions fields.
-:When making a REST request to KServer, retry on socket errors 12029 (cannot connect to server) and 12030 (server connection error).
-===Services===
+:'''Add a warning message when changing Job Id for an existing order.'''
-Keystone REST Server (KServer)
+:'''Add visual indicator when Slump is changed due to a product change on the order.'''
-:Fix "Access Violation" exception when processing the "notifyorderroute" endpoint.
-==Build 4.1.4 - 4/1/2022==
-===Dispatch Module===
+====Schedule====
-Edit Ticket Times
+:'''Add "Base Mix" as an optional schedule grid field.'''
-:'''Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.'''
-:'''Add Truck/Driver fields to grid (read only).'''
-:'''Add ability to show/hide grid columns.'''
-Order List
+:'''Added hint message for split orders.'''
-:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
-Order Maintenance
+:'''Add "Show Status Hints" to Options menu.'''
-:'''Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)'''
-:'''Add Override Time column to Loads tab.'''
-:When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.
-:'''Add system option to allow editing of closed orders (contact support if you need this.)'''
-:'''Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)'''
-:Do not generate Product Deleted order event(s) when deleting an order.
-:Fix exception "Cannot delete orders with events" when deleting a copied order.
-Reprint Tickets
+:'''Add "Status Hint Legend" to Options menu.'''
-:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
-Schedule
+:'''Add system option to cache schedule queries to improve performance in certain cases.'''
-:'''Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.'''
-:'''Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)'''
-:'''After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.'''
-:'''Add "View Order" option to Order right-click menu.'''
-:'''Lock order while load shipping is in progress. (This is an optional feature, please contact support.)'''
-Ticket Printing
+:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
-:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
-Void Tickets
-:When voiding a ticket, move down certain load fields to the next load.
 ===Ticketing Module===
-Order List
+====Order List====
-:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
+:Remove blank Report Sequence option.
-Ticket Printing
-:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 ===Accounts Receivable Module===
-A/R Inquiry<BR>
+====A/R Inquiry====
-Cash Posting
-:Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.
-Cash Posting Register<BR>
+:'''Add credit card fee/pay class to Payment History grid.'''
-MTD Cash Posting Register
-:'''Add "Include Payment Portal Info" checkbox.'''
-Job Names List
-:Fix report layout to more closely match the old version (single line per job.)
-Job Price Maintenance
+====Cash Posting Register====
-:Set conditions based on plant type correctly when Plant No. changed.
-Open Ticket Stack
+:'''Add "Session No" to selection criteria.'''
-:Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.
-:'''Add "Ship To 1" and "Delv Inst 1" as optional grid fields.'''
-Pre-Billing Audit List
-:Add "Tax Authority" to Report Sequence options where appropriate.
-Product Sales History Report
+====Customer Prices Maintenance====
-:Widen Qty Sold and Ext Price totals.
-Reprint Tickets
+:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
-:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
-===Quote Module===
-Print Quotes
+====Customer Sales by Job====
-:Fix U/M total line (correction to 4.1.0.2 fix.)
-===Accounts Payable Module===
+:Fix overlap of long product code and product description.
-Handwritten Check Entry
-:Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.
-:Fix Use Tax G/L transaction to use Invoice Date as the transaction date.
-===Purchase Order Module===
+====Drivers List====
-Print Purchase Orders
+:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
-:Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.
-===Payroll Module===
-Calculate Payroll
+====Email Invoices====
-:When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.
-Employee Summary Report
+: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.
-:'''Add Active/Inactive employee selection.'''
-Setup Formulas
-:'''Add "Tax Code" and "Tax Parameter" columns to Factors grid.'''
-Tax Library
+====Job Prices Maintenance====
-:'''Updated to 2022-R4 version.'''
-===Cash Management Module===
+:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
-Statement Reconciliation
+:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
-:Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.
-:'''Add "PP Ref No" column to the Deposit History dialog.'''
-===General===
-Batch Maintenance
+====Pay Class Maintenance====
-:Eliminate EDBClient exception when deleting a batch with more than one item.
-Company Restore
+:'''New option added to the A/R File Maintenance menu.'''
-:When restoring from a cloud backup, do not include DOC and SYS database backups.
-:When restoring from a cloud backup, only include backups for the current company.
-File Maintenance
-:Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.
-Reports
+====Products Maintenance====
-:Force uppercase on string selection fields.
-System Form Maintenance
+:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
-:'''When previewing form, show all copies if the form contains a COPIES parameter greater than 1.'''
-System Menu
-:'''Add "Release Locked Orders" option to System Maintenance->Utilities menu.'''
-:'''Add ability to print Keystone News (web browser) contents.'''
-:'''Add "Order Complete Notification" option to Dispatch Utilities menu.'''
-Windows Client
+====Sales Tax Rates Maintenance====
-:When setting up REST client, use only TLS protocol for secure (https) connections.
-:When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.
-===Services===
+:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
-Application Server
-:Partially reverted 4.0.0.1 change for At Plant status:  When an active load status (begin load thru arrive plant) is received from a device for a truck that is not currently on an active load, change the status to Travel.
-:'''Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.'''
-Device Server
+====Ticket Maintenance====
-:'''When sending mix design to ULINK, send field #42 (metric weights.)'''
-Keystone REST Server (KServer)
+:'''A warning message will be displayed if the Tax Authority field is left blank.'''
-:'''Add support for "setparamdefer" on query fields.'''
-:'''Add handling for CRUD update field values (old and new.)'''
-:Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.
-:Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.
-:Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.
-:Keystone Online Customer Portal API: Improvements to order request endpoints.
-:Windows Client Dispatch Methods API: Add VoidLoadBringdown method.
-:Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.
-==Build 4.1.3 - 2/2/2022==
+:'''Ask for a Void Reason when using the F3 Void button.'''
-===Accounts Payable Module===
-Federal & State 1099 Export
+====Void Invoice====
-:'''The vendor "Account No" field is required when exporting 1099 forms.'''
-===Payroll Module===
+:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
-Adjust Definition Balances
-:'''Allow import for any definition.'''
-:'''Allow import of transaction adjustment amount and factor values.'''
-Tax Library
+===Accounts Payable Module===
-:'''Updated to 2022-R2a version (MS state.)'''
-===General===
+====Email ACH Stubs====
-System Menu
+:'''New option added to the A/P Invoicing/Checks menu.'''
-:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
-===Services===
-Application Server
+====Federal & State 1099 Export====
-:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
-:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
-Device Aggregator
+:'''Updated for 2025.'''
-:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
-:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
-:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
-:When sending batch results to notification devices, do not send additional waters as ingredients.
-Device Server
-:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
-:'''New layout for batch results when sending batch weights notification email.'''
-:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
-:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
-:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
-:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
-:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
-:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
-:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
-:Eliminate memory leak on shutdown.
-:Eliminate memory leak for status devices.
-:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)
-Keystone REST Server (KServer)
+====Print 1099 Forms (Month End)====
-:Fix Div() function to properly handle divide by zero.
-==Build 4.1.2 - 1/14/2022==
+:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
-===Dispatch Module===
-Order Maintenance
+====Vendors Maintenance====
-:'''Add "Customer P.O." field to Order Id dropdown.'''
-:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
-:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
-System Map
+:Fix typecast exception (Null->OleStr) when adding a new vendor.
-:Fix issue where map would not start for some customers.
-===Accounts Receivable Module===
-Email Invoices
+====Handwritten Check Entry====
-:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
-Plant Maintenance
+====Invoice Vouchering====
-:'''On the Devices tab, indicate which devices are marked Inactive.'''
-Setup Pending Prices
+====Vendor Classes Maintenance====
-:Greatly improved performance when calculating price changes.
-:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
-:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
-Void Invoice
+====Vendors Maintenance====
-:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
-:'''Reset the Ticket Option to Open after each Void process.'''
-===Accounts Payable Module===
+:Allow bank account G/L accounts to be used in Expense G/L dropdown.
-Print 1099 Forms
-:Fixed 1099-NEC form starting line for second and third forms.
-:Removed 2020 warning message.
 ===General Ledger Module===
-Import Transactions
+====Accounts Maintenance====
-:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
-===Payroll Module===
+:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
-Print W-2 Forms<BR>
-Print W-3 Form
-:Removed 2020 warning message.
-Tax Library
+===System Menu===
-:'''Updated to 2022-R2 version (AR, LA states.)'''
-===Quote Module===
+====Option Maintenance====
+:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
-Quote Maintenance
-:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
 ===General===
-Automatic Backup
+====Company Database====
-:By default the automatic backup will now prompt the user before doing the backup.
+:'''Updated to version 26.07.'''
+====Document Database====
+:'''Updated to version 2.01.'''
+====Keystone Setup====
-Setup
+:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
-:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
-==Build 4.1.1 - 1/7/2022==
+:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
-===Dispatch Module===
-Print Orders
+====System Menu====
-:'''Add ability to print Usage Description field on form.'''
+:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
-Ticket Printing
+:'''Add Visual Theme selector icon to the top of the menu.'''
-:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
-:'''Add ability to print the Plant Phone Number on tickets.'''
-===Ticketing Module===
+:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
-Ticket Printing
+: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.
-:'''Add ability to print the Plant Phone Number on tickets.'''
-===Quote Module===
+:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
-Print Quotes
-:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
-===Payroll Module===
+====Windows Client====
-Payroll Tax Library
+:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
-:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
-Prepare Payroll
+:'''Add First/Last page buttons to the Document Viewer.'''
-:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
-===General===
+:'''Use search button in place of blue background for fields where F4 search is available.'''
-Document Viewer
+:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
-:Add handling for multi-page PDF documents.
-Keystone Map
+:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
-:Fix map startup issue (endless loop during map initialization.)
-:Eliminate double plot of calculated route.
-System Menu
-:'''When user is deleted, ask to delete associated system options.'''
 ===Services===
-Application Server
+====Application Server====
-:Do not send dispatch events to notification devices for a voided load.
+:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
-Device Server
+:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
-:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
-Keystone REST Server (KServer)
-:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
-:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
-:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
-==Build 4.1 - 12/28/2021==
+====Device Server====
-===Important Note===
+: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.
-For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
-===Accounts Receivable Module===
+====KServer Dashboard API====
-Customer Maintenance
+:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
-:'''Add "Invoice Tkt Images" checkbox.'''
-Email Invoices<BR>
+:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
-Print Invoices<BR>
-Reprint Invoices
-:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
-Job Price Maintenance
-:'''Add "Job Mix Year" to DOT tab.'''
-Plant Maintenance
+====KServer Dispatch API v2====
-:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
-===Quote Module===
+:'''Add "NextToLoad" endpoint.'''
-Quote Maintenance
-:'''Add "Job Mix Year" to DOT tab.'''
-:'''Carry Job Mix Year when booking/rebooking the job.'''
-===Accounts Payable Module===
+====KServer Driver API====
-State Maintenance
+:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
-:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
-Federal & State 1099 Export
-:'''New option added to A/P Web Portal Export/Filing menu.'''
-:'''Support multiple different 1099 forms per vendor.'''
-Handwritten Check Entry<BR>
+====KServer Keystone Online Back Office API====
-Invoice Vouchering
-:'''Add "1099 St" column to expense distribution grid.'''
-:'''Carry the 1099 State when posting the batch.'''
-Print 1099 Forms
+:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
-:'''Updated for 2021.'''
-Vendor List
+:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
-:'''Add "1099 State" field to detail report.'''
-Vendor Maintenance
+:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
-:'''Add "1099 Amounts" tab.'''
-:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
-Void Invoice
-:'''Carry the 1099 State through when voiding the invoice.'''
-Web Portal Export/Filing
+====KServer Keystone Online Customer Portal API====
-:'''New submenu added to the A/P menu.''''
-===Payroll Module===
+:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
-ACA 1094/1095 Export
+:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
-:'''Updated for 2021.'''
-Calculate Payroll
-:'''When processing A/P payments use the default 1099 State for the vendor.'''
-Company Maintenance
+====Keystone REST Server (KServer)====
-:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
-Employee Maintenance
+:Fix "EFOpenError" exception during Keystone system installation.
-:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
-:'''ACA Plan Start Month is now required (as of 2020.)'''
-Federal & State W-2 Export
+:'''Modify KPPTranslate action to handle pay class fees.'''
-:'''Updated for 2021.'''
-Payroll Tax Library
-:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
-Print 1095-C Forms
+====Keystone Relay====
-:This option has been removed from the Payroll Year End menu.
-Timecard Maintenance
+:Fix occasional crashes resulting from NullReferenceException.
-:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
-===Services===
-Device Aggregator
+====Kserver Datatables API====
-:'''Add Test Mode parameter for truck status processing.'''
-Device Server
+:'''Updated AP1099FORMBOX for 2025.'''
-:'''Add Test Mode parameter for truck status processing.'''
-Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 ----
+[[Release Notes for Keystone 5.1.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]]

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