Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.3.6 - 1/24/2023==
+
==Release 5.3.0.0 - 6/17/2026==
  
−
===Accounts Receivable Module===
+
===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====
  
−
Customer 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 exception "EDBClient Data is read only" when attempting to delete a customer.
 
  
−
Job Price List
+
: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 ability to print customer terms description on form (contact support if you need this.)'''
 
  
−
Product List
+
:'''Add an order event when the "Reprice" function is used.'''
−
:Print correct U/M when listing product components.
 
  
−
===Accounts Payable Module===
+
:'''Add "Sales Territory" field.'''
  
−
Reprint Checks
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Add Vendor Sequence Code option to report sequence.'''
 
  
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Schedule====
−
:Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
 
  
−
Company Summary Report
+
:'''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.'''
−
:Fix totals for Social Security Gross not matching other payroll summary reports.
 
  
−
Setup Tax Codes
+
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
−
:'''Add drop-down list to Tax Library Id field.'''
 
−
:'''Add hint messages for local taxes.'''
 
  
−
===General===
+
:'''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.'''
  
−
Windows Client
+
:'''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.'''
−
:'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
 
−
:Reduce CPU usage of common logging module.
 
−
:Fix issue introduced in 4.2.6.27 when refreshing client cache.
 
  
−
===Services===
+
: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.
  
−
Application Server
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
−
Device Aggregator
 
−
Device Server
 
−
Keystone REST Server (KServer)
 
−
:Reduce CPU usage of common logging module.
 
−
:Improve thread-safety of region-based functions.
 
  
−
Device Server
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
−
:Reduce CPU usage for scales that can be read a line at a time.
 
−
:Fix scale reading issue when server is stopped/started.
 
  
−
Keystone REST Server (KServer)
 
−
:'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
 
  
−
==Build 4.3.5 - 1/13/2023==
+
====Ticket Printing====
  
−
===Accounts Receivable Module===
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
Job Price Maintenance
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
:Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
 
  
−
===Dispatch Module===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
Schedule
+
:'''Add "Sales Territory" field.'''
−
:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
 
  
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Truck Demand Graph====
−
:Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
 
  
−
===Services===
+
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
  
−
Device Aggregator
 
−
:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
 
  
−
Keystone REST Server (KServer)
+
====Order Maintenance====
−
:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
 
  
−
==Build 4.3.4 - 1/9/2023==
+
====Ticket Printing====
  
−
===Dispatch Module===
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
  
−
Order Maintenance
+
:'''Add "Bill As Plant" field.'''
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
 
−
:Improve performance of contact query.
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
Ticket Printing
 
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====On Hand Inquiry====
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
 
−
:Improve performance of contact query.
+
:'''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.'''
  
−
Ticket Printing
 
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
−
:When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
====A/R Inquiry====
−
:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
 
  
−
Job Price Maintenance
+
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
−
:Improve performance of contact query.
 
  
−
Setup Pending Prices
+
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
−
:Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
 
−
:Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
 
−
:'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
 
−
:'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
 
  
−
Ticket Maintenance
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
===Inventory Module===
+
====Aged Trial Balance====
  
−
Purchase Receipts
+
:'''Add "Credit Manager" selection.'''
−
:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
+
 
 +
 
 +
====Customer Prices List====
 +
 
 +
:'''Add "Exp Date" field to report.'''
  
−
===Quote Module===
 
  
−
Quote Maintenance
+
====Customer Prices Maintenance====
−
:Improve performance of contact query.
 
  
−
===Accounts Payable Module===
+
:'''Add "Exp Date" field to price grid.'''
  
−
Handwritten Check Entry
 
−
:For non-vouchered invoices, link P.O. receipts and generate product transactions.
 
  
−
===Payroll Module===
+
====Customers Maintenance====
  
−
Print 941 Schedule B
+
:'''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.)'''
−
:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
 
  
−
Print W-3 Form
+
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
−
:'''Updated for 2022 (no changes from 2021.)'''
 
  
−
Tax Library
+
:'''Add "Credit Manager" field.'''
−
:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
 
  
−
===General===
+
:'''Add Email To Job option to Contacts grid.'''
  
−
File Maintenance
+
:'''Add field change events for the customer address fields.'''
−
:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
 
  
−
===Services===
+
:'''Add function button to switch to A/R Inquiry for the current customer.'''
  
−
Keystone REST Server (KServer)
 
−
:Fix memory leaks when running SELECT query while processing a PUT/POST method.
 
−
:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
 
−
:Driver API: Optimize Contacts query in notifyordercomplete endpoint.
 
−
:Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
 
−
:Quote API: Optimize Contacts query in Quote endpoint.
 
−
:Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
 
−
:Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
 
−
:Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
 
−
:Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
 
−
:Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
 
  
−
==Build 4.3.3 - 12/27/2022==
+
====Divisions Maintenance====
  
−
===Payroll Module===
+
:'''Add Company Info tab to support A/P 1099 by division.'''
  
−
Tax Library
 
−
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
 
  
−
===General===
+
====Drivers Maintenance====
  
−
Windows Client
+
:'''Add "Start Date" field.'''
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
 
  
−
===Services===
 
  
−
Keystone REST Server (KServer)
+
====Email Invoices====
−
:Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
 
−
:'''Add "Condition" property to AutoRun section of endpoint.'''
 
−
:Version API: Add endpoint condition for "logquerystats" endpoint.
 
−
:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
 
  
−
==Build 4.3.2 - 12/21/2022==
+
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
  
−
===Dispatch Module===
 
  
−
Order Maintenance
+
====Invoiced Tickets List (Month End)====
−
:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
 
  
−
Print Orders
+
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
−
:'''Add ability to print Zone Description the form.'''
 
  
−
Schedule
 
−
:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
 
  
−
===Ticketing Module===
+
====Job Prices Maintenance====
  
−
Print Orders
+
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:'''Add ability to print Zone Description the form.'''
 
  
−
Weigh Truck
+
:'''Add "Description" column to the Auto Products grid.'''
−
:Force Truck Number to uppercase when adding a new truck on the fly.
 
  
−
===Accounts Receivable Module===
+
:'''Add "Sales Territory" field.'''
  
−
A/R Inquiry
+
:'''Add field change event for the C.O.D. field.'''
−
Cash Posting
 
−
:Use "CASH" (uppercase) when the check number for a payment is blank.
 
  
−
Apply Service Charges
 
−
:Force A/R GL to uppercase when adding a new one on the fly.
 
−
:Force Svc Chg GL to uppercase when adding a new one on the fly.
 
−
:Force Exempt Code to uppercase when adding a new one on the fly.
 
  
−
Open Ticket Stack
+
====Open Ticket Stack====
−
:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
 
−
:The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
 
−
:Fix inability to change Tax Code after using F9 Edit Ticket.
 
  
−
Plant Maintenance
+
:'''Add "Bill As Plant" as an optional grid field.'''
−
:Force Sys Loc to uppercase when adding a new one on the fly.
 
−
:Force Ship Group to uppercase when adding a new one on the fly.
 
  
−
Product Maintenance
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
−
:Force Tax Code to uppercase when adding a new one on the fly.
 
  
−
Void Invoice
 
−
:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
 
  
−
===Inventory Module===
+
====Print Invoices====
  
−
Inventory Reconciliation
+
:'''Add "Posted" indication in session log when invoices are posted.'''
−
:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
 
  
−
===Accounts Payable Module===
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
  
−
Print Checks
 
−
:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
 
  
−
Vendor Maintenance
+
====Sales Territories List====
−
:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
 
  
−
===Cash Management Module===
+
:'''New option added to the A/R File List menu.'''
  
−
Statement Reconciliation
 
−
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
 
  
−
===Payroll Module===
+
====Sales Territories Maintenance====
  
−
Setup Company
+
:'''New option added to the A/R File Maintenance menu.'''
−
:Force State Code to uppercase when adding a new one on the fly.
 
  
−
Tax Library
 
−
:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
 
  
−
Timecard Maintenance
+
====Salespeople Maintenance====
−
:Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
 
  
−
===Job Cost Module===
+
:'''Add sales territory grid.'''
  
−
Job Maintenance
 
−
:Force Job Group to uppercase when adding a new one on the fly.
 
  
−
Trx Type Maintenance
+
====Voided Tickets Report====
−
:Force Unit of Measure to uppercase when adding a new one on the fly.
 
  
−
===General===
+
:The Ticket Number will now properly show all 7 digits on the report.
  
−
Keystone Setup
 
−
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
 
  
−
System Menu
+
====A/R Inquiry====
−
:Fix so Query and Location datasets are cached on the client.
 
−
:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
 
  
−
Windows Client
+
====Cash Posting====
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
 
  
−
===Services===
+
:'''Add "Unit Disc" field to Ticket History grid.'''
  
−
Application Server
 
−
:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
 
  
−
Device Aggregator
+
====A/R Inquiry====
−
:Fix "Test Link" function crashing the client thread.
 
  
−
Keystone REST Server (KServer)
+
====Cash Posting====
−
:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
 
  
−
==Build 4.3.1 - 11/27/2022==
+
====Job Prices Maintenance====
  
−
===Accounts Payable Module===
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
Federal & State 1099 Export
 
−
:'''Updated for tax year 2022.'''
 
−
:'''Remove IA_BEN payer element (not required for 2022.)'''
 
−
:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
 
−
:'''Add Vendor Id selection.'''
 
  
−
Print 1099 Forms
+
====Cash Posting Register====
−
:'''Updated for tax year 2022.'''
 
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
 
  
−
===Payroll Module===
+
====Cash Posting Register (Month End)====
  
−
ACA 1094/1095 Export
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Federal & State W-2 Export
 
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Print W-2 Forms
+
====Comparative Customer Sales====
−
:'''Updated for tax year 2022 (no changes.)'''
 
  
−
===Cash Management Module===
+
====Customer Sales History====
  
−
Statement Reconciliation
+
====Customer Sales by Job====
−
:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
 
  
−
==Build 4.3 - 11/18/2022==
+
====Customer Sales by Product====
  
−
===Dispatch Module===
+
====Daily Plant Sales====
  
−
Order Maintenance
+
====Product Sales====
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Event Date/Time" on the Events tab.
 
  
−
Schedule
+
====Product Sales History====
−
:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
 
−
:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
 
  
−
Ticket Printing
+
====Product Sales by Customer====
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
−
===Ticketing Module===
+
====Summary Sales====
  
−
Order Maintenance
+
:'''Add "Sales Territory" selection.'''
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Ticket Printing
 
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
−
===Accounts Receivable Module===
+
====Driver Report====
  
−
A/R Inquiry<BR>
+
====Driver Report (Month End)====
−
Cash Posting
 
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
 
  
−
Customer Price Maintenance
+
:'''Add "Driver Name" to the report.'''
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Customer Maintenance
 
−
:Improve performance of product lookup.
 
−
:Remove DOT tab (obsolete.)
 
  
−
Delivery Truck Log
+
====Print Invoices====
−
:Do not include sales history from voided/reversal invoices.
 
  
−
Group Price Maintenance
+
====Re-Print Invoices====
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Job Price Maintenance
+
:'''When printing the product summary, list the mix product first.'''
−
:Improve performance of product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" grid column.
 
−
:Zone and Product lookups to are now loaded only when the dropdown is clicked.
 
−
:'''Add state DOT field hint messages.'''
 
−
:Remove "Project Id" on DOT tab (obsolete.)
 
−
:Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:The setup parent job dialog will no longer load the lookup list of all jobs when shown.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Job Id field to 18 characters when copying a job.
 
  
−
Open Ticket Stack
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Plant Maintenance
+
===Quote Module===
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:Remove "Plant Identifier" on DOT tab (obsolete.)
 
−
:'''Add state DOT field hint messages.'''
 
−
:When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
 
−
:When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
 
  
−
Product Maintenance
+
====Quote Maintenance====
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:'''Add state DOT field hint messages.'''
 
  
−
Quick Ticket Entry
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Sales Tax Rate Maintenance
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
−
:'''Add splitter control to adjust heights of locality/rate grids.'''
 
−
:Increase default height of tax locality rate grid.
 
−
:Do not delete tax locality when tax locality structure record deleted.
 
  
−
Ticket Maintenance
+
:'''Add "margin warning" to Cost Estimator.'''
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Load Date/Time" column on the Batch Weights tab.
 
−
:Widened dispatch times on the Times/Email tab.
 
−
:Fix issue where scale weight popup would not appear in certain cases.
 
  
−
Truck Maintenance
+
:'''Add "Default Tkt/Ord Products" system option.'''
−
:Remove DOT tab (obsolete.)
 
  
−
Unit of Measure Maintenance
+
:'''Add "Sales Territory" field.'''
−
:'''Add state DOT field hint messages.'''
 
  
−
===Inventory Module===
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
  
−
Enter Inventory Balances<BR>
 
−
Misc. Inv. Transactions<BR>
 
−
Physical Inventory Entry<BR>
 
−
Production Receipts<BR>
 
−
Purchase Receipts
 
−
:Improve performance of stocked product lookup.
 
  
−
Inventory Reconciliation
+
====Prospect Maintenance====
−
:Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
 
  
−
Inventory Transfers
+
====Quote Maintenance====
−
:Improve performance of stocked product lookup.
 
−
:'''Add F4 search capability to Transfer In product.'''
 
  
−
===Quote Module===
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
Quote Maintenance
 
−
:'''Add state DOT field hint messages.'''
 
−
:Improve performance of product lookup.
 
−
:Improve performance of quote lookup by loading quotes for current prospect only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" products grid column.
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:Do not load list of all jobs at startup.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Quote Id field to 18 characters when copying a quote.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry
+
====Email ACH Stubs====
−
:When posting the batch, write check number to G/L transaction table.
+
 
 +
: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====
  
−
Import Invoices
+
====Re-Export A/P ACH====
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
 
  
−
Print Checks
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
−
:Do not process void invoices with a non-zero To Pay amount.
 
  
−
Select Invoices for Payment
 
−
:Fix so saving changes does not update any void invoices.
 
  
−
===Cash Management Module===
+
====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.)
 +
 
  
−
Statement Reconciliation
+
====Print Checks====
−
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
 
  
−
===Payroll Module===
+
====Re-Print Checks====
  
−
Employee Maintenance
+
: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".
−
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 
  
−
Tax Library
 
−
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
 
  
 
===Purchase Order Module===
 
===Purchase Order Module===
  
−
Purchase Order Maintenance<BR>
+
====Purchase Orders List====
−
P.O. Receipt Maintenance
+
 
−
:Improve performance of vendor product lookup.
+
: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===
 
===General===
  
−
Setup
+
====Company Database====
−
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
 
  
−
System Menu
+
:'''Updated to version 28.02.'''
−
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
+
 
−
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
+
 
 +
====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
 
−
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
 
−
:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
 
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
====Application Server====
−
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
+
 
 +
: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.'''
  
−
Device Server
+
:'''Add "Keystone Online" batch weight notification device.'''
−
:'''Completed implementation of the HaulHub batch weight notification device.'''
 
−
:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
 
−
:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
 
−
:Fix potential thread-safety issues.
 
−
:'''Add default root URL for Keystone Online Contact Notification device.'''
 
−
:All Keystone Online API calls now use "https" prefix by default.
 
  
−
Keystone REST Server (KServer)
+
 
−
:'''Add ability to specify conditions for actions.'''
+
====KServer External AICrete API v2====
−
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
+
 
−
:'''Add "logquerystats" config file parameter.'''
+
:'''New API for AICrete which requires authorization header.'''
−
:Stonemont QC API: Apply field truncations when posting data to avoid errors.
+
 
−
:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
+
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
+
====KServer External SalesInsight API v2====
−
:'''Windows Client Quote API: New API added.'''
+
 
 +
:'''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 4.2.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

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