Difference between revisions of "New Keystone Releases"

Revision as of 00:44, 2 February 2026

Release 5.2.5.0 - 2/1/2026

Dispatch Module

Order Maintenance

Fix UI Issue: the "Amt Reqd" field label should be highlighted in RED (introduced in 5.1.0.23.)

End Of Day

Load Schedule Report

Order List

On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.

Accounts Receivable Module

Cash Posting

Fix UI issue where the Credit Status field did not display in the correct text color with certain visual themes.

Email Invoices

Fix long delay when starting the option and loading the list of invoices to be emailed (introduced in 5.0.99.6.)

Import Tickets

Invoice Register

Invoice Register (Month End)

Invoiced Tickets List (Month End)

Pre-Billing Audit List

Ticket Activity Report

On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.

General

Windows Client

Fix UI issue: the text color for disabled edit fields is hard to read (introduced in 5.1.0.23.)

Services

Keystone REST Server (KServer)

Fix issue when creating server threads where only one thread was created to service requests.

Ticketing Module

End Of Day

Order List

On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.

Accounts Payable Module

Print Checks

Re-Print Checks

Fix issue where the calculated field CALC_WRITTENAMT no longer worked as previously (introduced in 5.2.3.2.)

Release 5.2.4.0 - 1/25/2026

Dispatch Module

Email Orders

Add ability to select a single customer.

Add Job Id as a grid field that can be filtered.

Accounts Receivable Module

Drivers Maintenance

Fix issue where spaces/blanks in the GPS Driver No field would incorrectly cause the duplicate GPS Driver No warning message on startup.

Job Prices Maintenance

Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.

Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".

Products Maintenance

Add "Job Mix Id" and "Job Mix Year" fields to the grid on the DOT tab, which is now visible.

Trucks Maintenance

Fix issue where spaces/blanks in the GPS Unit Id field would incorrectly cause the duplicate GPS Unit Id warning message on startup.

Quote Module

Quote Maintenance

Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.

Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".

Accounts Payable Module

1099 Audit List (Month End)

Fix exception "EOleException: Column unknown VE.TRX_PAYMENTS" when running in Transactions mode.

Invoice Vouchering

The layout of the Expense Distributions grid will now be remembered from run to run.

Print Checks

Re-Print Checks

Add ability to print the check amount in words without adding the "dollars" text at the end.

General

Company Database

Fix exception "EOleException: attempted update of read-only column" when updating A/R Invoices with at least one void invoice.

Services

KServer Driver API

Add Notes 1 & 2 ticket fields to the "truckticketinfo" endpoint.

KServer Keystone Online Customer Portal API

Modify CustomerInvoices endpoint to calculate fee surcharge based on invoice balance before tax.

Modify HPPInvoice endpoint to calculate fee surcharge based on invoice balance before tax.

Payroll Module

Company Totals

Restore ability to run historical payroll reports (introduced in 5.2.0.)

Release 5.2.3.0 - 12/29/2025

Dispatch Module

Order Maintenance

When adding a new order, display "<Required>" in the P.O. Number field if it is required.

Ticket Printing

When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.

Accounts Receivable Module

Pay Class Maintenance

Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)

Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)

Ticket Maintenance

When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.

General

System Menu

Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.

Windows Client

Improve unit cost rounding on various reports.

Services

Application Server

Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)

Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)

Application Server

Device Aggregator

Device Server

Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.

Ticketing Module

Order Maintenance

Ticket Printing

When adding a new item, display "<Required>" in the P.O. Number field if it is required.

Utilities

DataScope

Query Export

Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.

Release 5.2.2.0 - 12/19/2025

Accounts Receivable Module

Job Prices Maintenance

Do not display customer warning that is set to trigger in Order Maintenance.

Purchase Order Module

P.O. Receipt Entry

Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.

General

Company Database

Updated to version 27.02.

Reports

Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)

Windows Client

Improve precision of Unit Cost fields.

Services

Application Server

Improve precision of cost calculations when reconciling inventory.

Device Aggregator

Device Server

Increase precision of Specific Gravity field.

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 4.1.3 - 2/2/2022==
+==Release 5.2.5.0 - 2/1/2026==
-===Accounts Payable Module===
+===Dispatch Module===
+====Order Maintenance====
+:Fix UI Issue: the "Amt Reqd" field label should be highlighted in RED (introduced in 5.1.0.23.)
+====End Of Day====
+====Load Schedule Report====
+====Order List====
+:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
+===Accounts Receivable Module===
+====Cash Posting====
+:Fix UI issue where the Credit Status field did not display in the correct text color with certain visual themes.
+====Email Invoices====
+:Fix long delay when starting the option and loading the list of invoices to be emailed (introduced in 5.0.99.6.)
+====Import Tickets====
+====Invoice Register====
+====Invoice Register (Month End)====
+====Invoiced Tickets List (Month End)====
-Federal & State 1099 Export
+====Pre-Billing Audit List====
-:'''The vendor "Account No" field is required when exporting 1099 forms.'''
-===Payroll Module===
+====Ticket Activity Report====
-Adjust Definition Balances
+:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
-:'''Allow import for any definition.'''
-:'''Allow import of transaction adjustment amount and factor values.'''
-Tax Library
-:'''Updated to 2022-R2a version (MS state.)'''
 ===General===
-System Menu
+====Windows Client====
-:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
+:Fix UI issue: the text color for disabled edit fields is hard to read (introduced in 5.1.0.23.)
 ===Services===
-Application Server
+====Keystone REST Server (KServer)====
-:'''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
+:Fix issue when creating server threads where only one thread was created to service requests.
-:'''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)
+===Ticketing Module===
-:Fix Div() function to properly handle divide by zero.
-==Build 4.1.2 - 1/14/2022==
+====End Of Day====
+====Order List====
+:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
+===Accounts Payable Module===
+====Print Checks====
+====Re-Print Checks====
+:Fix issue where the calculated field CALC_WRITTENAMT no longer worked as previously (introduced in 5.2.3.2.)
+==Release 5.2.4.0 - 1/25/2026==
 ===Dispatch Module===
-Order Maintenance
+====Email Orders====
-:'''Add "Customer P.O." field to Order Id dropdown.'''
-:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
+:'''Add ability to select a single customer.'''
-:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
+:'''Add Job Id as a grid field that can be filtered.'''
-System Map
-:Fix issue where map would not start for some customers.
 ===Accounts Receivable Module===
-Email Invoices
+====Drivers Maintenance====
-:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
+:Fix issue where spaces/blanks in the GPS Driver No field would incorrectly cause the duplicate GPS Driver No warning message on startup.
-Plant Maintenance
-:'''On the Devices tab, indicate which devices are marked Inactive.'''
-Setup Pending Prices
+====Job Prices 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.
+:'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.'''
-:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
+:'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".'''
+====Products Maintenance====
+:'''Add "Job Mix Id" and "Job Mix Year" fields to the grid on the DOT tab, which is now visible.'''
+====Trucks Maintenance====
+:Fix issue where spaces/blanks in the GPS Unit Id field would incorrectly cause the duplicate GPS Unit Id warning message on startup.
+===Quote Module===
+====Quote Maintenance====
+:'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.'''
+:'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".'''
-Void Invoice
-:'''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===
-Print 1099 Forms
+====1099 Audit List (Month End)====
-:Fixed 1099-NEC form starting line for second and third forms.
-:Removed 2020 warning message.
-===General Ledger Module===
+:Fix exception "EOleException: Column unknown VE.TRX_PAYMENTS" when running in Transactions mode.
+====Invoice Vouchering====
+:'''The layout of the Expense Distributions grid will now be remembered from run to run.'''
+====Print Checks====
+====Re-Print Checks====
+:'''Add ability to print the check amount in words without adding the "dollars" text at the end.'''
+===General===
+====Company Database====
+:Fix exception "EOleException: attempted update of read-only column" when updating A/R Invoices with at least one void invoice.
+===Services===
+====KServer Driver API====
+:'''Add Notes 1 & 2 ticket fields to the "truckticketinfo" endpoint.'''
+====KServer Keystone Online Customer Portal API====
+:'''Modify CustomerInvoices endpoint to calculate fee surcharge based on invoice balance before tax.'''
+:'''Modify HPPInvoice endpoint to calculate fee surcharge based on invoice balance before tax.'''
-Import Transactions
-:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
 ===Payroll Module===
-Print W-2 Forms<BR>
+====Company Totals====
-Print W-3 Form
-:Removed 2020 warning message.
+:Restore ability to run historical payroll reports (introduced in 5.2.0.)
+==Release 5.2.3.0 - 12/29/2025 ==
+===Dispatch Module===
+====Order Maintenance====
+:'''When adding a new order, display "<Required>" in the P.O. Number field if it is required.'''
+====Ticket Printing====
+:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
-Tax Library
+===Accounts Receivable Module===
-:'''Updated to 2022-R2 version (AR, LA states.)'''
-===Quote Module===
+====Pay Class Maintenance====
+:Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
+:Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)
+====Ticket Maintenance====
+:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
-Quote Maintenance
-:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
 ===General===
-Automatic Backup
+====System Menu====
-:By default the automatic backup will now prompt the user before doing the backup.
+:Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.
+====Windows Client====
+:'''Improve unit cost rounding on various reports.'''
+===Services===
+====Application Server====
+:Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
+:Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)
-Setup
+====Application Server====
-:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
-==Build 4.1.1 - 1/7/2022==
+====Device Aggregator====
-===Dispatch Module===
+====Device Server====
-Print Orders
+:'''Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.'''
-:'''Add ability to print Usage Description field on form.'''
-Ticket Printing
-: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===
-Ticket Printing
+====Order Maintenance====
-:'''Add ability to print the Plant Phone Number on tickets.'''
+====Ticket Printing====
+:'''When adding a new item, display "<Required>" in the P.O. Number field if it is required.'''
+===Utilities===
+====DataScope====
+====Query Export====
+:'''Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.'''
+==Release 5.2.2.0 - 12/19/2025==
+===Accounts Receivable Module===
+====Job Prices Maintenance====
+:Do not display customer warning that is set to trigger in Order Maintenance.
+===Purchase Order Module===
+====P.O. Receipt Entry====
+:Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.
+===General===
+====Company Database====
+:Updated to version 27.02.
+====Reports====
+:Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)
+====Windows Client====
+:'''Improve precision of Unit Cost fields.'''
+===Services===
+====Application Server====
+:'''Improve precision of cost calculations when reconciling inventory.'''
+====Device Aggregator====
+====Device Server====
+:'''Increase precision of Specific Gravity field.'''
+==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.
-===Quote Module===
-Print Quotes
+===Accounts Payable Module===
-:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
-===Payroll Module===
+====Vendors Maintenance====
-Payroll Tax Library
+:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
-:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
-Prepare Payroll
-:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 ===General===
-Document Viewer
+====Reports====
-:Add handling for multi-page PDF documents.
-Keystone Map
+:'''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.'''
-:Fix map startup issue (endless loop during map initialization.)
-:Eliminate double plot of calculated route.
+====Windows Client====
+:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
-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.
+: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====
-Device Server
+:Remove the MAP button next to the Delivery Instructions fields.
-:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
-Keystone REST Server (KServer)
+:'''Add a warning message when changing Job Id for an existing order.'''
-: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==
+:'''Add visual indicator when Slump is changed due to a product change on the order.'''
-===Important Note===
-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.
+====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===
-Customer Maintenance
+====A/R Inquiry====
-:'''Add "Invoice Tkt Images" checkbox.'''
-Email Invoices<BR>
+:'''Add credit card fee/pay class to Payment History grid.'''
-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
+====Cash Posting Register====
-:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
-===Quote Module===
+:'''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.'''
-Quote Maintenance
-:'''Add "Job Mix Year" to DOT tab.'''
-:'''Carry Job Mix Year when booking/rebooking the job.'''
 ===Accounts Payable Module===
-State Maintenance
+====Email ACH Stubs====
-:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
-Federal & State 1099 Export
+:'''New option added to the A/P Invoicing/Checks menu.'''
-:'''New option added to A/P Web Portal Export/Filing menu.'''
-:'''Support multiple different 1099 forms per vendor.'''
-Handwritten Check Entry<BR>
-Invoice Vouchering
-:'''Add "1099 St" column to expense distribution grid.'''
-:'''Carry the 1099 State when posting the batch.'''
-Print 1099 Forms
+====Federal & State 1099 Export====
-:'''Updated for 2021.'''
-Vendor List
+:'''Updated for 2025.'''
-:'''Add "1099 State" field to detail report.'''
-Vendor Maintenance
-:'''Add "1099 Amounts" tab.'''
-:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
-Void Invoice
+====Print 1099 Forms (Month End)====
-:'''Carry the 1099 State through when voiding the invoice.'''
-Web Portal Export/Filing
+:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
-:'''New submenu added to the A/P menu.''''
-===Payroll Module===
-ACA 1094/1095 Export
+====Vendors Maintenance====
-:'''Updated for 2021.'''
+: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.
-Calculate Payroll
+====Windows Client====
-:'''When processing A/P payments use the default 1099 State for the vendor.'''
-Company Maintenance
+:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
-:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
-Employee Maintenance
+:'''Add First/Last page buttons to the Document Viewer.'''
-:'''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
+:'''Use search button in place of blue background for fields where F4 search is available.'''
-:'''Updated for 2021.'''
-Payroll Tax Library
+:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
-:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
-Print 1095-C Forms
+:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
-:This option has been removed from the Payroll Year End menu.
-Timecard Maintenance
-:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 ===Services===
-Device Aggregator
+====Application Server====
-:'''Add Test Mode parameter for truck status processing.'''
+:'''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====
-Device Server
+:'''Add "NextToLoad" endpoint.'''
-:'''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.
+====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]]

Difference between revisions of "New Keystone Releases"

Revision as of 00:44, 2 February 2026

Contents

Release 5.2.5.0 - 2/1/2026

Dispatch Module

Order Maintenance

End Of Day

Load Schedule Report

Order List

Accounts Receivable Module

Cash Posting

Email Invoices

Import Tickets

Invoice Register

Invoice Register (Month End)

Invoiced Tickets List (Month End)

Pre-Billing Audit List

Ticket Activity Report

General

Windows Client

Services

Keystone REST Server (KServer)

Ticketing Module

End Of Day

Order List

Accounts Payable Module

Print Checks

Re-Print Checks

Release 5.2.4.0 - 1/25/2026

Dispatch Module

Email Orders

Accounts Receivable Module

Drivers Maintenance

Job Prices Maintenance

Products Maintenance

Trucks Maintenance

Quote Module

Quote Maintenance

Accounts Payable Module

1099 Audit List (Month End)

Invoice Vouchering

Print Checks

Re-Print Checks

General

Company Database

Services

KServer Driver API

KServer Keystone Online Customer Portal API

Payroll Module

Company Totals

Release 5.2.3.0 - 12/29/2025

Dispatch Module

Order Maintenance

Ticket Printing

Accounts Receivable Module

Pay Class Maintenance

Ticket Maintenance

General

System Menu

Windows Client

Services

Application Server

Application Server

Device Aggregator

Device Server

Ticketing Module

Order Maintenance

Ticket Printing

Utilities

DataScope

Query Export

Release 5.2.2.0 - 12/19/2025

Accounts Receivable Module

Job Prices Maintenance

Purchase Order Module

P.O. Receipt Entry

General

Company Database

Reports

Windows Client