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 3.6.6 - 2/11/2020==
+
==Release 5.3.0.0 - 6/17/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Order Maintenance
+
====Driver Call-In Report====
−
:'''Add "Carry Order Balance" checkbox to Copy Order dialog. '''
 
  
−
Dispatch Schedule
+
:'''Add "Customer Name" to the report.'''
−
:Performance improvement when switching the schedule between today and up to 10 days in the future.
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Print Invoices
+
====Email Orders====
−
:Use Check Date instead of Ticket Date when processing ticket payments.
 
  
−
A/R Product List
+
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
−
:Fix page overflow issue when "Show Assemblies" checkbox is checked.
 
  
−
A/R Product Maintenance
+
:'''Add "Cutoff Date" when selecting orders by customer. '''
−
:When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated.
+
:'''Show "Delv Date" on the order grid.'''
  
−
===Payroll Module===
 
  
−
Print Direct Deposit Stubs<BR>
+
====On Hand Inquiry====
−
Print Paychecks<BR>
 
−
Re-Print Direct Deposit Stubs<BR>
 
−
Re-Print Paychecks
 
−
:'''Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.'''
 
  
−
Re-Print Direct Deposit Stubs<BR>
+
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
−
Re-Print Paychecks
 
−
:Load the proper form at startup based on the last selected form.
 
  
−
SUTA E-File Export
 
−
:'''Save the Employer Email field from run to run.'''
 
  
−
===General===
+
====Order Maintenance====
  
−
DataScope<BR>
+
: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.
−
Query Export
 
−
:'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
 
  
−
Online (F1) Help
+
: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.
−
:Fixed for internal help system changes.
 
  
−
Web Update
+
:'''Add an order event when the "Reprice" function is used.'''
−
:Eliminate issue with SonicWall firewalls blocking Keystone web update.
 
  
−
===Services===
+
:'''Add "Sales Territory" field.'''
  
−
Keystone REST Server (KServer)
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:Fix issue when restoring a company database where all pooled connections to all databases would be closed.
 
−
:'''GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.'''
 
−
:'''GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.'''
 
−
:'''Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.'''
 
  
−
==Build 3.6.5 - 1/21/2020==
 
  
−
===Dispatch Module===
+
====Schedule====
  
−
Dispatch Ticket Printing
+
:'''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.'''
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Ticketing Module===
+
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
  
−
Ticketing Ticket Printing
+
:'''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.'''
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
ACA 1094/1095 Export
 
−
:'''Compliance testing for 2019 completed.'''
 
−
 
 
−
Calculate Payroll
 
−
:'''Only apply federal/state additional withholding amounts if the appropriate checkbox is checked in Timecard Maintenance for the current check being processed.'''
 
−
 
 
−
Payroll Tax Library
 
−
:'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
 
−
 
 
−
Payroll Timecard Maintenance
 
−
:'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.'''
 
−
 
 
−
Prepare Payroll
 
−
:'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
 
−
 
 
−
===General===
 
  
−
Automatic Products
+
:'''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.'''
−
:Significant performance improvement when processing Automatic Products.
 
  
−
Form Reports
+
: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.
−
:'''Add ability to specify shading color for boxes on forms.'''
 
  
−
Windows Client Options
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
−
:Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher.
 
  
−
===Services===
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
  
−
Application Server
 
−
:'''Add support for Federal 2020 W-4 payroll tax calculation formula.'''
 
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Device Server
+
====Ticket Printing====
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Keystone REST Server (KServer)
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:'''Driver API: Add "driverinfo" endpoint.'''
 
  
−
===Database===
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
Company Database
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
−
:'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
 
  
−
==Build 3.6.4 - 12/23/2019==
+
:'''Add "Sales Territory" field.'''
  
−
===Payroll Module===
 
  
−
Payroll Tax Library
+
====Truck Demand Graph====
−
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
  
−
===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.'''
  
−
Application Server
 
−
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
  
−
Keystone REST Server (KServer)
+
====Order Maintenance====
−
:Reduce lock contention for InterBase database connections.
 
−
:Reduce lock contention for SQLite database connections.
 
  
−
==Build 3.6.3 - 12/20/2019==
+
====Ticket Printing====
  
−
===Dispatch Module===
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
  
−
Dispatch End of Day<BR>
+
:'''Add "Bill As Plant" field.'''
−
Dispatch Re-Transfer Tickets
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Dispatch Order List
 
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticketing End of Day<BR>
+
====On Hand Inquiry====
−
Ticketing Re-Transfer Tickets
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Ticketing Order List
+
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Open Ticket Stack
+
====Order Maintenance====
−
:When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.
 
  
−
A/R Quick Ticket Entry
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Bring down Ticket Time from previous line.'''
 
  
−
A/R Sales Tax Rate Maintenance
 
−
:'''Show total tax authority rate based on current system date.'''
 
−
:'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
 
−
:'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
 
−
:'''Remove # column on the tax locality tax rates grid.'''
 
−
:'''Move G/L Account column after Method column on tax rates grid.'''
 
−
:'''The tax rates grid can no longer be edited.'''
 
−
:'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
 
−
:'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
 
−
:'''Show locality rates in tax authority detail grid based on current system date.'''
 
−
:'''Move U/M column to end of grid, move to bottom on new pop-up form.'''
 
  
−
A/R Ticket Maintenance
+
====Order Stack====
−
:Assign Job Class field from the job when the Job Id is changed.
 
  
−
A/R Void Invoice
+
:'''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.'''
−
:Reset grid column sorting/filtering after void.
 
  
−
===Accounts Payable Module===
+
:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
  
−
A/P Handwritten Check Entry
 
−
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
 
  
−
A/P Invoice Vouchering
+
====Ticket Printing====
−
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
  
−
A/P Vendor Maintenance
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:'''Add Mobile phone number column to Contacts grid.'''
 
  
−
===General Ledger Module===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
G/L Print Account Segments
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
G/L Source Code List
 
−
:Fix exception "EOleException: Internal Server Error" when running the report.
 
  
−
===Job Cost Module===
 
  
−
J/C Import Transactions
+
===Accounts Receivable Module===
−
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
  
−
===Payroll Module===
+
====A/R Inquiry====
  
−
Calculate Payroll
+
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
−
:'''Support date value for company and employee factors.'''
 
−
:'''Support date comparison in formulas.'''
 
  
−
Payroll Federal & State W-2 Export (Web Portal)
+
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
−
:'''Completed 2019 W-2 compliance testing.'''
 
  
−
Payroll Re-Print Direct Deposit Stubs
 
−
Payroll Re-Print Paychecks
 
−
:'''Add "Labor Class" to selection criteria.'''
 
  
−
Payroll Tax Library
+
====Aged Trial Balance====
−
:'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
 
  
−
Payroll Void Paychecks
+
:'''Add "Credit Manager" selection.'''
−
:Optimize queries to significantly improve performance.
 
−
:Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
 
  
−
==Build 3.6.2 - 12/6/2019==
 
  
−
===Dispatch Module===
+
====Customer Prices List====
  
−
Dispatch Order Maintenance<BR>
+
:'''Add "Exp Date" field to report.'''
−
Dispatch Ticket Printing
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
Dispatch Order Maintenance
 
−
:When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.
 
−
:The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Schedule
+
====Customer Prices Maintenance====
−
:'''Add Cust Id as an optional schedule grid field.'''
 
−
:'''Add Plant Screen Id to form caption of plant popup demand graph.'''
 
−
:Fix potential call to refresh schedule data before the program has finished initializing.
 
−
:Fix potential issue where program may not be initialized properly.
 
−
:Prevent timer schedule refresh when shipping a truck.
 
−
:Prevent timer schedule refresh when a modal dialog is open.
 
−
:Trucks assigned to a customer can no longer be dragged to orders for other customers.
 
−
:The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Void Ticket
+
:'''Add "Exp Date" field to price grid.'''
−
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
 
  
−
===Ticketing Module===
 
  
−
Ticketing Order Maintenance<BR>
+
====Customers Maintenance====
−
Ticketing Ticket Printing
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
===Accounts Receivable 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.)'''
  
−
A/R Automatic Product Maintenance
+
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
−
:'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
 
−
:'''Add hint to Start/End Date fields.'''
 
−
:'''Show Start/End Date using 4 digits for the year on the summary grid.'''
 
  
−
A/R Import Tickets<BR>
+
:'''Add "Credit Manager" field.'''
−
A/R Ticket Maintenance
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
 
  
−
A/R Open Ticket Stack
+
:'''Add Email To Job option to Contacts grid.'''
−
:'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
 
−
:Fix Access Violation exception when attempting to email a document image from the document preview window.
 
  
−
A/R Plant Maintenance
+
:'''Add field change events for the customer address fields.'''
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
−
:'''Copy Dispatch Warning when copying plant products.'''
 
  
−
A/R Print Invoices<BR>
+
:'''Add function button to switch to A/R Inquiry for the current customer.'''
−
A/R Reprint Invoices
 
−
:Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
 
  
−
A/R Product Maintenance
 
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
−
:'''Copy Dispatch Warning when copying plant products.'''
 
−
:'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
 
  
−
A/R Quick Ticket Entry
+
====Divisions Maintenance====
−
:'''Default Ticket Time field to current system time when entering new tickets.'''
 
  
−
===Quoting Module===
+
:'''Add Company Info tab to support A/P 1099 by division.'''
  
−
Quote Prospect Maintenance
 
−
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
  
−
===Accounts Payable Module===
+
====Drivers Maintenance====
  
−
A/P Invoice Vouchering
+
:'''Add "Start Date" field.'''
−
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
 
  
−
===General Ledger Module===
 
  
−
G/L Transaction Entry
+
====Email Invoices====
−
:When posting a batch, use the current User Id when creating the reversing batch.
 
  
−
===Payroll Module===
+
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
  
−
Payroll ACA 1094/1095 Export
 
−
:'''Updated for 2019 changes.'''
 
  
−
Payroll SUTA E-File Export
+
====Invoiced Tickets List (Month End)====
−
:'''Updated for 2020 changes (PA).'''
 
  
−
Payroll Tax Library
+
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
−
:'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)'''
 
  
−
Payroll W-2 E-File Export
 
−
:'''Updated for 2019 changes (MA).'''
 
  
−
===General===
+
====Job Prices Maintenance====
  
−
Setup Installer
+
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
 
  
−
Report Preview
+
:'''Add "Description" column to the Auto Products grid.'''
−
:'''Add mouse wheel support to preview window.'''
 
  
−
General
+
:'''Add "Sales Territory" field.'''
−
:Remove Database Connected indicator in the top right of every Keystone screen.
 
  
−
===Services===
+
:'''Add field change event for the C.O.D. field.'''
  
−
Application Server
 
−
:Do not log the prepare remote data queries for the remote company database.
 
  
−
Keystone REST Server (KServer)
+
====Open Ticket Stack====
−
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
 
−
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
 
−
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
 
−
:Fix query statistics to separate by company (previously all companies were aggregated together.)
 
−
:Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
 
−
:FX API: Optimize queries in "kpibud" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.
 
  
−
==Build 3.6.1 - 11/5/2019==
+
:'''Add "Bill As Plant" as an optional grid field.'''
  
−
===Dispatch Module===
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
  
−
Dispatch Order Maintenance
 
−
:For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.
 
  
−
Dispatch Schedule
+
====Print Invoices====
−
:'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
 
−
:'''Performance improvement when refreshing the schedule.'''
 
−
:'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''
 
  
−
===Ticketing Module===
+
:'''Add "Posted" indication in session log when invoices are posted.'''
  
−
Order Stack
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
−
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Customer Maintenance
+
====Sales Territories List====
−
:'''Add Customer Color field to the Information tab.'''
 
−
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
 
  
−
A/R Driver Maintenance
+
:'''New option added to the A/R File List menu.'''
−
:'''Add Driver Color field.'''
 
  
−
A/R Import Tickets
 
−
:Fix "Field TRUCK_CLASS not found" exception when importing online tickets.
 
−
:Fix remote ticket import to work properly with re-exported ticket files.
 
  
−
A/R Truck Maintenance
+
====Sales Territories Maintenance====
−
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
 
−
:'''Allow column sorting and column customization on GPS grid.'''
 
  
−
===Accounts Payable Module===
+
:'''New option added to the A/R File Maintenance menu.'''
  
−
A/P Invoice Vouchering
 
−
:Fix delay when scrolling up/down on the invoice grid.
 
  
−
===Payroll Module===
+
====Salespeople Maintenance====
  
−
Tax Library
+
:'''Add sales territory grid.'''
−
:'''Updated to 2019-R11 version (MN.)'''
 
  
−
===General===
 
  
−
Reports
+
====Voided Tickets Report====
−
:Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
 
−
:Fix handling of Active/Inactive checkboxes for several reports.
 
  
−
Setup Installer
+
:The Ticket Number will now properly show all 7 digits on the report.
−
:Force KServer service start when updating the master application server.
 
−
:Updated Visual C++ 2013 Runtime libraries.
 
  
−
===Services===
 
  
−
Device Aggregator
+
====A/R Inquiry====
−
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
 
  
−
Device Server
+
====Cash Posting====
−
:'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
 
−
:'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
 
  
−
Keystone REST Server (KServer)
+
:'''Add "Unit Disc" field to Ticket History grid.'''
−
:'''Improved cache version handling to avoid update conflicts.'''
 
−
:'''Improved communication method with Windows clients.'''
 
−
:'''Improved query statistics.'''
 
−
:'''Improved server statistics.'''
 
−
:'''Miscellaneous performance improvements.'''
 
−
:'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
 
−
:'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
 
−
:'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
 
−
:'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
 
−
:'''FX API: Add trucksbystatus endpoint.'''
 
−
:'''Online Customer Portal API: Add customerlist endpoint.'''
 
−
:'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
 
−
:'''Windows Client Dispatch API: Optimized schedule queries.'''
 
−
:No longer processes AUTORUN queries one minute after startup.
 
−
:No longer runs database queries if the database version is not current.
 
−
:FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
 
−
:Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
 
  
−
==Build 3.6 - 8/30/2019==
 
  
−
===Dispatch Module===
+
====A/R Inquiry====
  
−
Concrete Calculator
+
====Cash Posting====
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
====Job Prices Maintenance====
−
</blockquote>
 
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
 
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Cash Posting Register====
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
+
====Cash Posting Register (Month End)====
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
  
−
'''Use current PC clock date as delivery date when creating orders.'''
 
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
====Comparative Customer Sales====
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
====Customer Sales History====
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
====Customer Sales by Job====
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
====Customer Sales by Product====
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Daily Plant Sales====
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
====Product Sales====
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
====Product Sales History====
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
====Product Sales by Customer====
  
−
Reload ticket customer prior to generating batch control data.
+
====Summary Sales====
−
</blockquote>
 
−
Truck Demand Graph
 
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
:'''Add "Sales Territory" selection.'''
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
 
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
====Driver Report====
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
====Driver Report (Month End)====
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
:'''Add "Driver Name" to the report.'''
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
====Print Invoices====
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
====Re-Print Invoices====
  
−
When copying an order, verify that the Customer Id field is not blank.
+
:'''When printing the product summary, list the mix product first.'''
−
</blockquote>
 
−
Order Stack
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
 
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
===Quote Module===
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
====Quote Maintenance====
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
:'''Add "margin warning" to Cost Estimator.'''
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
:'''Add "Default Tkt/Ord Products" system option.'''
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
:'''Add "Sales Territory" field.'''
  
−
Reload ticket customer prior to generating batch control data.
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
−
</blockquote>
 
−
===Accounts Receivable Module===
 
  
−
A/R Cash Posting
 
  
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
+
====Prospect Maintenance====
−
</blockquote>
 
−
A/R Inquiry
 
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
====Quote Maintenance====
−
</blockquote>
 
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
'''Italicize inactive automatic products on the main grid.'''
 
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
+
===Accounts Payable Module===
−
</blockquote>
 
−
Credit Card Pre-Approval
 
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
+
====Email ACH Stubs====
−
</blockquote>
 
−
Import Tickets
 
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
+
:The Status column in the grid will now always show the most recent email status.
  
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
 
  
−
'''Significant performance improvement when importing online and remote tickets.'''
+
====Select Invoices for Payment====
  
−
Show reconcile error dialog when a required field has an invalid value.
+
: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.
  
−
Display message and abort when errors occur when applying tickets to the database.
+
:'''On the Pay Invoice dialog you can now change the payment method.'''
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
  
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
 
−
</blockquote>
 
−
Job Price Maintenance
 
  
−
<blockquote>'''Add ability to set the &quot;Tkt/Ord Products&quot; field to a specific value whenever a new job is added (contact support if you need this feature.)'''
+
====Vendors Maintenance====
−
</blockquote>
 
−
Open Ticket Stack
 
  
−
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
+
:'''Add "Division" field to the 1099 Amounts grid.'''
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
 
  
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
====A/P ACH Export====
  
−
Fix Access Violation exceptions and issues with column sorting.
+
====Re-Export A/P ACH====
−
</blockquote>
 
−
Physical Inventory Entry
 
  
−
<blockquote>Prevent entering a negative count.
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
−
</blockquote>
 
−
Plant Maintenance
 
  
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
 
−
</blockquote>
 
−
Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
====1099 Audit List (Month End)====
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
====Federal & State 1099 Export====
−
</blockquote>
 
−
Product Maintenance
 
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
:'''Add Division selection.'''
−
</blockquote>
 
−
Re-Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
 
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
====Handwritten Check Entry====
−
</blockquote>
 
−
===Quote Module===
 
  
−
Print Quotes
+
====Invoice Vouchering====
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
+
: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.)
−
</blockquote>
 
−
Quote Maintenance
 
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
 
−
</blockquote>
 
−
===Accounts Payable Module===
 
  
−
A/P Handwritten Check Entry
+
====Print Checks====
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
====Re-Print Checks====
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
: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".
  
−
When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
 
−
</blockquote>
 
−
A/P Inquiry
 
  
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
===Purchase Order Module===
  
−
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
====Purchase Orders List====
−
</blockquote>
 
−
Select Invoices for Payment
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
−
</blockquote>
 
−
Vendor Invoice History
 
  
−
<blockquote>Show Void Date for voided invoices.
 
−
</blockquote>
 
−
===General Ledger Module===
 
  
−
Trial Balance
+
===Cash Management Module===
  
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
+
====Statement Reconciliation====
  
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
−
</blockquote>
 
−
===Payroll Module===
 
  
−
Calculate Payroll
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
  
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
 
−
</blockquote>
 
−
Company Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
−
Employee Maintenance
 
−
 
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
−
Tax Library
 
−
 
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
−
</blockquote>
 
 
===General===
 
===General===
  
−
DataScope
+
====Company Database====
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
:'''Updated to version 28.02.'''
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
====System Menu====
−
</blockquote>
 
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
−
</blockquote>
 
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
 
−
</blockquote>
 
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
====Windows Client====
−
</blockquote>
 
−
General
 
  
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
+
:'''Add events for item rename/merge.'''
  
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
 
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
===Services===
−
 
 
−
'''Add support for security roles on custom queries.'''
 
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
====Application Server====
−
</blockquote>
 
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
+
:Setup relay server connection info only for the main Keystone server.
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
 
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
====Device Server====
  
−
'''Add support for security roles on custom queries.'''
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
+
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
  
−
Do not include custom queries for non-existent or non-allowed menu keys.
+
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
  
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
+
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
−
</blockquote>
 
−
===Services===
 
  
−
Application Server
+
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
+
:'''Add "Keystone Online" batch weight notification device.'''
  
−
'''Support multiple application servers at a single site.'''
 
  
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
+
====KServer External AICrete API v2====
  
−
'''Add log message when system license info changed.'''
+
:'''New API for AICrete which requires authorization header.'''
  
−
Only send active load statuses when sending dispatch events.
 
−
</blockquote>
 
−
Device Aggregator
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
====KServer External SalesInsight API v2====
−
</blockquote>
 
−
Device Server
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''New API for SalesInsight.'''
  
−
'''Add &quot;Keystone Online&quot; batch control link.'''
 
  
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
+
====KServer Keystone Online Customer Portal API====
  
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
  
−
When voiding a ULINK ticket, Include failure message response in error log.
 
−
</blockquote>
 
−
Keystone REST Server (KServer)
 
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
====KServer Keystone Online Dashboard API====
  
−
'''Database Backup and Restore moved to KServer.'''
+
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
  
−
'''Keystone Update moved to KServer.'''
 
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
====KServer Keystone Online E-Ticketing API====
  
−
'''Some file lists and reports have been moved to KServer.'''
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
  
−
'''Document Imaging document list/document retrieval moved to KServer.'''
 
  
−
'''Improved logging capabilities.'''
+
====KServer Windows Client A/R API====
  
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
  
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
  
−
'''Add support for &quot;list&quot; parameters.'''
 
  
−
'''Add support for &quot;MS Access&quot; databases.'''
+
====KServer Windows Client Device API v2====
  
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
  
−
'''Support singleton auto-run item (once per server.)'''
 
  
−
'''Version API: Add statistics endpoints.'''
+
====Keystone REST Server (KServer)====
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
----
−
 
 
−
'''Improved query caching method.'''
 
−
 
 
−
'''Add Keystone Online Customer Portal API.'''
 
−
 
 
−
'''It is no longer necessary to create separate configuration options for each company database.'''
 
−
 
 
−
Several fixes in cache handling, logging and multi-threading logic.
 
−
 
 
−
Handle escaped characters correctly in query parameter values.
 
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
[[Release Notes for Keystone 5.2.x]]
  
−
Delay AUTORUN processing for one minute after startup.
+
[[Release Notes for Keystone 5.1.x]]
  
−
Use single background task to communicate with device aggregator that reads a queue of commands.
+
[[Release Notes for Keystone 5.0.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
+
[[Release Notes for Keystone 4.7.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
+
[[Release Notes for Keystone 4.6.x]]
  
−
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
+
[[Release Notes for Keystone 4.5.x]]
  
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
+
[[Release Notes for Keystone 4.4.x]]
  
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
+
[[Release Notes for Keystone 4.3.x]]
  
−
Stonemont API: Fix &quot;xbatchresultlist&quot;, &quot;xbatchresults&quot; and &quot;xbatchresultscondensed&quot; queries to no longer move the begindate parameter to the start of the day.
+
[[Release Notes for Keystone 4.2.x]]
  
−
When running autorun query, first check that database version is current, abort if not.
+
[[Release Notes for Keystone 4.1.x]]
  
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
+
[[Release Notes for Keystone 4.0.x]]
  
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
+
[[Release Notes for Keystone 3.6.x]]
−
</blockquote>
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 3.5.x]]
 
[[Release Notes for Keystone 3.5.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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