Difference between revisions of "New Keystone Releases"

From GivenHansco Keystone Help
Jump to navigation Jump to search
 
(67 intermediate revisions by the same user not shown)
Line 4: Line 4:
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
<p></p>
+
==Release 5.3.0.0 - 6/17/2026==
−
<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 4.2.6 - 8/22/2022==
+
===Dispatch Module===
 +
 
 +
====Driver Call-In Report====
 +
 
 +
:'''Add "Customer Name" to the report.'''
 +
 
 +
 
 +
====Email Orders====
 +
 
 +
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
 +
 
 +
:'''Add "Cutoff Date" when selecting orders by customer. '''
 +
:'''Show "Delv Date" on the order grid.'''
 +
 
 +
 
 +
====On Hand Inquiry====
 +
 
 +
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
 +
 
 +
:Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
 +
 
 +
:'''Add an order event when the "Reprice" function is used.'''
 +
 
 +
:'''Add "Sales Territory" field.'''
 +
 
 +
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:'''When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
 +
 
 +
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
 +
 
 +
:'''The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.'''
 +
 
 +
:'''Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.'''
 +
 
 +
:Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
 +
 
 +
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
  
−
===Payroll Module===
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
  
−
Tax Library
 
−
:'''Updated to 2022-R9 version.'''
 
  
−
===General===
+
====Ticket Printing====
 +
 
 +
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
 +
 
 +
:'''Add (optional) display of Standard Cost in the Products grid.'''
 +
 
 +
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
 +
 
 +
:'''Add "Sales Territory" field.'''
 +
 
 +
 
 +
====Truck Demand Graph====
 +
 
 +
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
====Ticket Printing====
 +
 
 +
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
 +
 
 +
:'''Add "Bill As Plant" field.'''
 +
 
 +
 
 +
===Ticketing Module===
 +
 
 +
====On Hand Inquiry====
 +
 
 +
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
 +
 
 +
 
 +
====Order Stack====
 +
 
 +
:'''When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
 +
 
 +
:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
 +
 
  
−
Reports
+
====Ticket Printing====
−
:Resolve issue where "Print to PDF" would not work properly when clicking the F12 Print button on the preview window (introduced in 4.2.4.6.)
 
  
−
==Build 4.2.5 - 8/10/2022==
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
===Dispatch Module===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
Ticket Printing
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
:'''Add "Clear" button to the right of the Qty On Board field of the ticket stub screen.'''
 
−
:'''Add additional DOT-specific fields to support HaulHub.'''
 
  
−
Truck Demand Graph
 
−
:Fix graph shows no results when one or more loads have a NULL plant number.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
====A/R Inquiry====
−
:'''Add Products tab to setup list of products that this customer is restricted to.'''
 
−
:'''Add DOT tab.'''
 
−
:Remove "Default Job Id" field (introduced in 4.2.1.3.)
 
  
−
Customer Price Maintenance
+
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
−
:'''Add Pending Price and Pending Date fields to price grid.'''
 
  
−
Email Invoices
+
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Email Orders
 
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Email Statements
+
====Aged Trial Balance====
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Group Price Maintenance
+
:'''Add "Credit Manager" selection.'''
−
:'''Add Pending Price and Pending Date fields to price grid.'''
 
  
−
Import Tickets
 
−
:'''Add support for importing tab-delimited text files.'''
 
  
−
Job Price Maintenance
+
====Customer Prices List====
−
:'''Add Pending Price and Pending Date fields to detail grid.'''
 
  
−
Plant Maintenance
+
:'''Add "Exp Date" field to report.'''
−
:'''Add new fields to DOT tab.'''
 
  
−
Print Statements
 
−
:Fix transaction statement type to respect the "Print Zero Balance Customers", "Print Paid Invoices" and "Print Cleared Invoices Since" options.
 
−
:'''Save "Print Void Invoices" checkbox on Setup tab from run to run.'''
 
  
−
Product Maintenance
+
====Customer Prices Maintenance====
−
:'''Add Pending Price and Pending Date fields to header area.'''
 
−
:'''Add Customers tab to setup list of customers that this product is restricted to.'''
 
  
−
Reprint Tickets
+
:'''Add "Exp Date" field to price grid.'''
−
:'''Add "Invoice Number" and "Invoice Date" selection for invoiced tickets.'''
 
−
:Fix "Customer Class" selection not working.
 
  
−
Setup Pending Prices
 
−
:Update Last Change Date/Time and User in job detail when job prices changed.
 
−
:Update Last Change Date/Time and User in quote detail when quote prices changed.
 
−
:'''Add PEND_COMMIT_SESSION field to record session number where price changes are committed permanently.'''
 
−
:'''Add PEND_LAST_CHANGE and PEND_LAST_USER fields to record the last change date/time and user whenever a pending price is added/changed.'''
 
−
:'''When displaying the prices in the grid, show prices that have existing pending dates at the top of the list.'''
 
−
:'''Change caption on Post button to "Commit Permanently" and color the button red.'''
 
−
:'''Add warning about unbilled tickets to the Commit Permanently button message.'''
 
−
:When a pending price is manually entered, set the pending price date.
 
−
:When a pending price is manually cleared, clear the pending price date.
 
  
−
Truck Maintenance
+
====Customers Maintenance====
−
:'''Add DOT tab.'''
 
  
−
===Quote Module===
+
:'''Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)'''
 +
 
 +
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
 +
 
 +
:'''Add "Credit Manager" field.'''
 +
 
 +
:'''Add Email To Job option to Contacts grid.'''
 +
 
 +
:'''Add field change events for the customer address fields.'''
 +
 
 +
:'''Add function button to switch to A/R Inquiry for the current customer.'''
 +
 
 +
 
 +
====Divisions Maintenance====
 +
 
 +
:'''Add Company Info tab to support A/P 1099 by division.'''
 +
 
 +
 
 +
====Drivers Maintenance====
 +
 
 +
:'''Add "Start Date" field.'''
 +
 
 +
 
 +
====Email Invoices====
 +
 
 +
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
 +
 
 +
 
 +
====Invoiced Tickets List (Month End)====
 +
 
 +
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
 +
 
 +
 
 +
====Job Prices Maintenance====
 +
 
 +
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
 +
 
 +
:'''Add "Description" column to the Auto Products grid.'''
 +
 
 +
:'''Add "Sales Territory" field.'''
 +
 
 +
:'''Add field change event for the C.O.D. field.'''
 +
 
 +
 
 +
====Open Ticket Stack====
 +
 
 +
:'''Add "Bill As Plant" as an optional grid field.'''
 +
 
 +
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
  
−
Quote Maintenance
 
−
:'''Add "Last Changed" and "Changed By" columns to Products grid.'''
 
−
:'''Add Pending Price and Pending Date fields to detail grid.'''
 
  
−
===Payroll Module===
+
====Print Invoices====
  
−
Email Direct Deposit Stubs
+
:'''Add "Posted" indication in session log when invoices are posted.'''
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Tax Library
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
−
:'''Upgraded to version 2022-R8b.'''
 
  
−
===General===
 
  
−
System Menu
+
====Sales Territories List====
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
System Option Maintenance
+
:'''New option added to the A/R File List menu.'''
−
:'''Add "Printer Type Map" option to SYSTEM section.'''
 
  
−
Reports
 
−
:'''Add generic printer type to session log when printing report.'''
 
−
:Fix issue with checklist selection criteria showing extra items when item descriptions contain semicolons.
 
−
:Add "message-id" header to SMTP mail message when emailing report to solve Google Mail issues.
 
  
−
===Services===
+
====Sales Territories Maintenance====
  
−
Application Server
+
:'''New option added to the A/R File Maintenance menu.'''
−
:'''Add additional DOT-specific fields to support HaulHub.'''
 
−
:'''When validating batch weights, calculate the theoretical weight for each ingredient to support HaulHub.'''
 
  
−
Device Aggregator
 
−
:'''Add additional batch weight fields to support HaulHub when processing batch results.'''
 
  
−
Device Server
+
====Salespeople Maintenance====
−
:'''Completed implementation of HaulHub batch weight notification device.'''
 
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
KServer
+
:'''Add sales territory grid.'''
−
:Online Customer Portal API: Modify OrderRequest endpoint to replace delvDt field with delvDtStart and delvDTEnd fields.
 
−
:'''Windows Client AR API: Add "qryDOT" query to rdmARCustomer/cdsMaster endpoint.'''
 
  
−
==Build 4.2.4 - 7/18/2022==
 
  
−
===Dispatch Module===
+
====Voided Tickets Report====
  
−
Order Maintenance
+
:The Ticket Number will now properly show all 7 digits on the report.
−
:When using View Order function from Schedule, change caption of Order Maintenance window to "View Dispatch Order."
 
−
:Don't display warning messages when closing View Order.
 
  
−
===Accounts Receivable Module===
 
  
−
Reprint Tickets
+
====A/R Inquiry====
−
:Fix exception "EFOpenError: Could not open the form file" when checking the "Use Form COPIES" checkbox.
 
  
−
===Payroll Module===
+
====Cash Posting====
  
−
Tax Library
+
:'''Add "Unit Disc" field to Ticket History grid.'''
−
:'''Updated to 2022-R8 version.'''
 
  
−
===General===
 
  
−
File Maintenance
+
====A/R Inquiry====
−
:Reset ViewOnlyMode when main form closes.
 
  
−
===Services===
+
====Cash Posting====
  
−
Device Aggregator
+
====Job Prices Maintenance====
−
:When a new client subscribes to a scale, it will now immediately return the last received weight from that scale (it won't wait until the scale weight changes.)
 
  
−
Keystone REST Server (KServer)
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Dispatch API v2: Add "JobLot" and "JobBlock" fields to Order object in ScheduleOrderLoads endpoint.'''
 
−
:'''FX API: Add "battolldsz" endpoint.'''
 
−
:FX API: Fix "battol" endpoint to return one record per day.
 
  
−
==Build 4.2.3 - 6/9/2022==
 
  
−
===Accounts Receivable Module===
+
====Cash Posting Register====
  
−
Print Statements
+
====Cash Posting Register (Month End)====
−
:'''Add new "Transaction" statement type (contact support if you need this.)'''
 
  
−
===Purchase Order Module===
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
  
−
Print Purchase Orders
 
−
:'''Add ability to print extended backordered amount (per line item) and backordered total (contact support if you need this.)'''
 
  
−
===Services===
+
====Comparative Customer Sales====
  
−
Device Aggregator
+
====Customer Sales History====
−
:Add additional diagnostic information when processing batch results.
 
  
−
Keystone REST Server (KServer)
+
====Customer Sales by Job====
−
:'''FX API: Add "battol" endpoint.'''
 
−
:Windows Client Quote Lookup API: Slight performance improvement to rdmQTQuote/cdsKey endpoint.
 
  
−
==Build 4.2.2 - 5/23/2022==
+
====Customer Sales by Product====
  
−
===Dispatch Module===
+
====Daily Plant Sales====
  
−
Cash Payment Entry
+
====Product Sales====
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Order Maintenance
+
====Product Sales History====
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:When copying an order, do not copy these fields: LOCK_SESSION_NO, OC_EMAIL_STATUS and CC_REJECT_COUNT.
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
===Ticketing Module===
+
====Product Sales by Customer====
  
−
Order Maintenance
+
====Summary Sales====
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Order Stack
+
:'''Add "Sales Territory" selection.'''
−
:Fixed order Delivery Date column to include day of week (introduced in 4.0.)
 
−
:Changed order lookback default date to 3 months ago (was 1 month previously.)
 
  
−
===Accounts Receivable Module===
 
  
−
Cash Posting
+
====Driver Report====
−
:Force Check Number to uppercase.
 
  
−
Job Price Maintenance
+
====Driver Report (Month End)====
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
  
−
Open Ticket Stack
+
:'''Add "Driver Name" to the report.'''
−
:Fix exception "EDatabaseError: cdsDocIdx_Link Field 'DOC_ID' not found".
 
−
:Fix Access Violation exceptions when putting individual tickets on hold.
 
−
:Keep all edited tickets visible on the grid until changes are saved/cancelled regardless of filter settings.
 
−
:Do not apply changes when Hold column double-clicked.
 
−
:Slight performance improvement when no ticket filters have been applied.
 
−
:Ignore double-click on Hold column (treat as single-click.)
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Plant Maintenance
 
−
:'''Add "Plant/Order" Tax Authority method option.'''
 
  
−
Quick Ticket Entry
+
====Print Invoices====
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Ticket Maintenance
+
====Re-Print Invoices====
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
===Inventory Module===
+
:'''When printing the product summary, list the mix product first.'''
  
−
Valuation Report
 
−
:Obtain standard cost from product transactions.
 
  
 
===Quote Module===
 
===Quote Module===
  
−
Quote Maintenance
+
====Quote Maintenance====
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
 
 +
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
 +
 
 +
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
 +
 
 +
:'''Add "margin warning" to Cost Estimator.'''
 +
 
 +
:'''Add "Default Tkt/Ord Products" system option.'''
 +
 
 +
:'''Add "Sales Territory" field.'''
 +
 
 +
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
 +
 
 +
 
 +
====Prospect Maintenance====
 +
 
 +
====Quote Maintenance====
 +
 
 +
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
 +
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Invoice Vouchering
+
====Email ACH Stubs====
−
:Fix exception "EDatabaseError: cdsDetail Dataset not in edit or insert mode".
+
 
 +
:The Status column in the grid will now always show the most recent email status.
 +
 
 +
 
 +
====Select Invoices for Payment====
 +
 
 +
:The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
 +
 
 +
:'''On the Pay Invoice dialog you can now change the payment method.'''
 +
 
 +
 
 +
====Vendors Maintenance====
 +
 
 +
:'''Add "Division" field to the 1099 Amounts grid.'''
 +
 
 +
 
 +
====A/P ACH Export====
 +
 
 +
====Re-Export A/P ACH====
 +
 
 +
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
 +
 
 +
 
 +
====1099 Audit List (Month End)====
 +
 
 +
====Federal & State 1099 Export====
 +
 
 +
:'''Add Division selection.'''
 +
 
 +
 
 +
====Handwritten Check Entry====
 +
 
 +
====Invoice Vouchering====
 +
 
 +
:Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)
 +
 
 +
 
 +
====Print Checks====
 +
 
 +
====Re-Print Checks====
 +
 
 +
:Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".
 +
 
  
 
===Purchase Order Module===
 
===Purchase Order Module===
  
−
Purchase Order Maintenance
+
====Purchase Orders List====
−
:'''When emailing a P.O., add ability to select vendor purchasing contacts from a dropdown list.'''
 
  
−
===Payroll Module===
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
  
−
Payroll Tax Library
 
−
:'''Updated to 2022-R6a version (AL, OK, UT states.)'''
 
  
 
===Cash Management Module===
 
===Cash Management Module===
  
−
Bank Account Maintenance
+
====Statement Reconciliation====
−
:Fix disrepancy between Current Balance and Statement Reconciliation Curent Balance.
+
 
 +
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
 +
 
 +
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
 +
 
  
 
===General===
 
===General===
  
−
Company Database
+
====Company Database====
−
:'''Upgraded to version 21.15.'''
 
  
−
Reports
+
:'''Updated to version 28.02.'''
−
:Log selected printer name in session log when printing report.
+
 
−
:Eliminate exception when closing the report after cancelling the query.
+
 
 +
====System Menu====
 +
 
 +
:'''Delete user-related role assignments and security options when a user is deleted.'''
 +
 
 +
 
 +
====Windows Client====
 +
 
 +
:'''Add events for item rename/merge.'''
 +
 
 +
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
Windows Client
 
−
:'''Updated DevExpress library to version 20.2.14.'''
 
  
 
===Services===
 
===Services===
  
−
Device Server
+
====Application Server====
−
:'''Add support for Digital Fleet status interface.'''
+
 
 +
:Setup relay server connection info only for the main Keystone server.
 +
 
 +
 
 +
====Device Server====
  
−
Keystone REST Server (KServer)
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:Keystone Online Customer Portal API: Change CustomerInvoices endpoint to include original invoice amount (DebitAmt) and current discounted invoice balance (InvoiceBal.)
 
−
:Version API: Fix "cachegc" endpoint so that garbage collect procedure actually runs.
 
−
:Windows Client A/R API: Modify rdmARProduct/cdsQuotedJobProducts to add "process_parent_jobs" and "process_restricted" parameters.
 
  
−
==Build 4.2.1 - 5/6/2022==
+
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
  
−
===Dispatch Module===
+
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
 +
 
 +
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
 +
 
 +
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
 +
 
 +
:'''Add "Keystone Online" batch weight notification device.'''
 +
 
 +
 
 +
====KServer External AICrete API v2====
 +
 
 +
:'''New API for AICrete which requires authorization header.'''
 +
 
 +
 
 +
====KServer External SalesInsight API v2====
 +
 
 +
:'''New API for SalesInsight.'''
  
−
Cash Payment Entry
 
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode" when clicking the Cancel button after previously entering and printing a payment receipt.
 
  
−
Order Maintenance
+
====KServer Keystone Online Customer Portal API====
−
:When deleting an order, first check if there are associated tickets, if so display a message and abort.
 
−
:If the user blanks out the Unit Price, substitute zero as the value.
 
−
:Recalculate loads immediately when the Override Load Size is changed.
 
  
−
Schedule
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
−
:When refreshing schedule data, silently ignore REST errors 12029 (cannot connect to server) and 12030 (server connection error.)
 
  
−
===General===
 
  
−
Windows Client
+
====KServer Keystone Online Dashboard API====
−
:Change default for "Application Server Ping Interval" option to 295 seconds.
 
−
:Do not retry on REST timeout errors (eliminates runaway condition for long-running queries.)
 
−
:Default REST request timeout increased to 60 seconds.
 
  
−
===Services===
+
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
  
−
Device Aggregator
 
−
:Handle case where device server opens a new connection where the previous connection is still considered "open" by the aggregator.
 
  
−
Device Server
+
====KServer Keystone Online E-Ticketing API====
−
:'''For Trimble XML status interface, import "employee_code" as Driver Id.'''
 
  
−
Keystone REST Server (KServer)
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
−
:Backoffice A/R API: CustomerPayment endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Online Customer Portal API: OrderRequest endpoint - Mark date parameter as such to ensure only date portion is set.
 
−
:Windows Client System Device API v2: updatebatchstart endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client System Device API v2: loadautoreturn endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client Dispatch Methods API: VoidLoadBringdown endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
  
−
==Build 4.2 - 4/29/2022==
 
  
−
===New Feature===
+
====KServer Windows Client A/R API====
  
−
'''A new feature has been added which can periodically send a "heartbeat" signal from the Windows Client to the Application Server. This is important on networks with VLANs since they often will disconnect "idle" connections after a period of time (generally an hour but this can vary.) If you find that users who have left the menu and/or options open but idle encounter "not responding" or lockups this may be indicative of the network connection being disconnected by a VLAN/firewall. Please contact support if this is happening on your system to configure the "heartbeat" feature.'''
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
  
−
===Accounts Payable Module===
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
  
−
Check Register<BR>
 
−
MTD Check Register
 
−
:Adjust report layout to more closely resemble the old (non-generic) versions.
 
  
−
===General===
+
====KServer Windows Client Device API v2====
  
−
Generic Reports
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
−
:Report Sequence will now be saved from one run to the next.
 
  
−
System Options Maintenance
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
−
:'''Add "Application Server Ping Interval" option to SYSTEM section.'''
 
−
:'''Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.'''
 
−
:Logout/Login to company after existing the option.
 
  
−
===Services===
 
  
−
Device Server
+
====Keystone REST Server (KServer)====
−
:Fix ULINK batch control ticket transmission when sending mix design with ticket to avoid repeating field #142 - metric weights flag (introduced in 4.1.4.)
 
  
−
Keystone REST Server (KServer)
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
−
:Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions.
 
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 5.2.x]]
 +
 +
[[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 4.1.x]]

Latest revision as of 18:55, 17 June 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
Add "Cutoff Date" when selecting orders by customer.
Show "Delv Date" on the order grid.


On Hand Inquiry

New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.


Order Maintenance

Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
Add an order event when the "Reprice" function is used.
Add "Sales Territory" field.
Add Email To Job and SMS To Job options to Contacts grid.


Schedule

When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.
The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.
Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.
Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
Add "Customer Rating" as optional field on the schedule grid.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Add (optional) display of Standard Cost in the Products grid.
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add "Sales Territory" field.


Truck Demand Graph

Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.


Order Maintenance

Ticket Printing

Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).
Add "Bill As Plant" field.


Ticketing Module

On Hand Inquiry

Now works on Product Base so you can view the On Hand quantity for all plants at once.


Order Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Order Stack

When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Increase the font size within the Delivery Instructions floating box to improve readability.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add (optional) display of Standard Cost in the Products grid.


Accounts Receivable Module

A/R Inquiry

Add "Fee Chg G/L" field to the Posting History grid.
Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)
Add "SMS To Job" checkbox column to Contacts grid.
Add "Credit Manager" field.
Add Email To Job option to Contacts grid.
Add field change events for the customer address fields.
Add function button to switch to A/R Inquiry for the current customer.


Divisions Maintenance

Add Company Info tab to support A/P 1099 by division.


Drivers Maintenance

Add "Start Date" field.


Email Invoices

The "Email BCC" field on the Setup tab will now be remembered from run to run.


Invoiced Tickets List (Month End)

Add Invoice Number to the report and allow sequence/selection on Invoice Number.


Job Prices Maintenance

When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add "Description" column to the Auto Products grid.
Add "Sales Territory" field.
Add field change event for the C.O.D. field.


Open Ticket Stack

Add "Bill As Plant" as an optional grid field.
Add Void Reason as a mouse-over hint on the Ticket No. column.


Print Invoices

Add "Posted" indication in session log when invoices are posted.
When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.


Sales Territories List

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


Sales Territories Maintenance

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


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

The Ticket Number will now properly show all 7 digits on the report.


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Cash Posting Register

Cash Posting Register (Month End)

The Bank Deposit now correctly reflects the Credit Card Fee charge amount.


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

When printing the product summary, list the mix product first.


Quote Module

Quote Maintenance

When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)
Add "margin warning" to Cost Estimator.
Add "Default Tkt/Ord Products" system option.
Add "Sales Territory" field.
Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.


Prospect Maintenance

Quote Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Accounts Payable Module

Email ACH Stubs

The Status column in the grid will now always show the most recent email status.


Select Invoices for Payment

The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
On the Pay Invoice dialog you can now change the payment method.


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)


Print Checks

Re-Print Checks

Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".


Purchase Order Module

Purchase Orders List

Fix issue where purchase order total would double when there was a comment line on the purchase order.


Cash Management Module

Statement Reconciliation

Add "Fee Chg" field to the A/R Posting History grid.
Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.


General

Company Database

Updated to version 28.02.


System Menu

Delete user-related role assignments and security options when a user is deleted.


Windows Client

Add events for item rename/merge.
Add (optional) ability to Delete a document previously uploaded.


Services

Application Server

Setup relay server connection info only for the main Keystone server.


Device Server

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.
Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.
Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.
Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.
Add "Keystone Online" batch weight notification device.


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.


KServer Keystone Online Dashboard API

Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.
Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.


KServer Windows Client Device API v2

Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.


Keystone REST Server (KServer)

Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.

Release Notes for Keystone 5.2.x

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

Retrieved from "http://52.173.207.40/wiki/index.php?title=New_Keystone_Releases&oldid=1713"