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 4.1.2 - 1/14/2022==
+
==Release 5.4.2.0 - 10/8/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
====Order Maintenance====
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
+
 
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
+
:When copying an order, the Plant Id will now be filled in with the current order's Plant Id.
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
+
 
 +
:Fix exception "cdsMaster: Field DEF_TAX_AUTHORITY not found" when copying an order.
 +
 
 +
:'''A delivered product on an order can once again be changed (provided it does not have an associated custom mix design.)'''
 +
 
 +
:Widen Plant Id field so all three characters are visible.
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:'''Add user option "Sort Last Ld Orders on Top" to the Options menu. When checked orders where the active load is the last load of the order will sort to the top of the schedule.'''
 +
 
 +
:Fix "EListError: List index out of bounds" exception (introduced in 5.4.1.1.)
 +
 
 +
 
 +
===Ticketing Module===
 +
 
 +
====Order Maintenance====
 +
 
 +
:Widen Plant Id field so all three characters are visible.
  
−
System Map
 
−
:Fix issue where map would not start for some customers.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Email Invoices
+
====Edit Product Transactions====
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
+
 
 +
:'''New option added to the A/R Inventory Control menu which allows editing Offset G/L, Trx Date and Trx Time for existing product transactions (contact support if you need this feature.)'''
 +
 
 +
 
 +
====Job Price Maintenance====
 +
 
 +
:Fix issue where the DOT state/job fields and the products grid on the DOT tab were not visible (introduced in 5.2.4.)
 +
 
 +
 
 +
===Cash Management Module===
 +
 
 +
====Cleared Transaction Report====
 +
 
 +
:Fix detail report to include transaction amount for void check transaction types.
 +
 
 +
 
 +
===Services===
 +
 
 +
====Device Server====
 +
 
 +
:'''Add option to batch control devices to poll for batch weights without first sending a ticket to the batch control.'''
 +
 
 +
==Release 5.4.1.0 - 9/23/2026==
 +
 
 +
===Dispatch Module===
 +
 
 +
====Order Maintenance====
 +
 
 +
:Fix error "Another user has made changes to the order...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.
 +
 
 +
:Fix issue where you could add/delete products on an order that is locked by another user.
 +
 
 +
:Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
 +
 
 +
:Restore ability to double-click product to edit on the fly (introduced in 5.4.)
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:'''Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.'''
 +
 
  
−
Plant Maintenance
+
====Truck Demand Graph====
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
+
 
 +
:Fix issue with vertical scaling of the graph when Required and W/C are both checked (introduced in 5.4.)
 +
 
 +
 
 +
===Ticketing Module===
  
−
Setup Pending Prices
+
====Order Maintenance====
−
:Greatly improved performance when calculating price changes.
 
−
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
 
−
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
 
  
−
Void Invoice
+
:Fix error "The order cannot be changed...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.
−
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
 
−
:'''Reset the Ticket Option to Open after each Void process.'''
 
  
−
===Accounts Payable Module===
 
  
−
Print 1099 Forms
+
====Order Stack====
−
:Fixed 1099-NEC form starting line for second and third forms.
 
−
:Removed 2020 warning message.
 
  
−
===General Ledger Module===
+
:'''Performance improvement: when using the New Order or Edit Order buttons, do not load the list of existing orders.'''
  
−
Import Transactions
 
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
 
  
−
===Payroll Module===
+
====Ticket Printing====
  
−
Print W-2 Forms<BR>
+
:'''Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.'''
−
Print W-3 Form
 
−
:Removed 2020 warning message.
 
  
−
Tax Library
 
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
 
  
−
===Quote Module===
+
===Accounts Receivable Module===
  
−
Quote Maintenance
+
====Job Price Maintenance====
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
 
  
−
===General===
+
:Fix issue with creating custom mix designs on a job with multiple mixes (introduced in 5.4.)
  
−
Automatic Backup
+
:Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
−
:By default the automatic backup will now prompt the user before doing the backup.
 
  
−
Setup
+
:Restore ability to double-click product to edit on the fly (introduced in 5.4.)
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
 
  
−
==Build 4.1.1 - 1/7/2022==
+
==Release 5.4.0.0 - 9/16/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Print Orders
+
====End Of Day====
−
:'''Add ability to print Usage Description field on form.'''
+
 
 +
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
 +
 
 +
 
 +
====Open Ticket Stack====
 +
 
 +
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:'''Now supports custom mix design by order (contact support if you need this feature.)'''
 +
 
 +
:Allow editing of order with incorrectly specified %/Qty Sold tax column.
 +
 
 +
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
 +
 
 +
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:'''Send custom mix design to batch control from job/order if specified.'''
 +
 
 +
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
 +
 
 +
:Do not require Pay Class when no payment amount is entered on the payment screen.
 +
 
 +
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
 +
 
 +
:Improved performance of the Truck Id dropdown.
 +
 
 +
 
 +
====Truck Demand Graph====
 +
 
 +
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
 +
 
 +
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
 +
 
 +
:'''The minimum Slot Length is now 1 minute.'''
 +
 
 +
:Fixed the Delivery Time labels so they always reflect time of day.
  
−
Ticket Printing
 
−
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
 
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticket Printing
+
====End Of Day====
−
:'''Add ability to print the Plant Phone Number on tickets.'''
+
 
 +
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
 +
 
 +
 
 +
====Open Ticket Stack====
 +
 
 +
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
 +
 
 +
 
 +
====Order Stack====
 +
 
 +
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:Do not require Pay Class when no payment amount is entered on the payment screen.
 +
 
 +
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
 +
 
 +
:Improved performance of the Truck Id dropdown.
 +
 
 +
 
 +
===Accounts Receivable Module===
 +
 
 +
====A/R Aged Trial Balance====
 +
 
 +
:'''Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.'''
 +
 
 +
:'''Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.'''
 +
 
 +
 
 +
====Cash Posting====
 +
 
 +
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
 +
 
 +
 
 +
====Credit Card Pre-Approval====
 +
 
 +
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
 +
 
 +
 
 +
====Job Price List====
 +
 
 +
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
 +
 
 +
 
 +
====Job Price Maintenance====
 +
 
 +
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
 +
 
 +
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
 +
 
 +
 
 +
====Pre-Billing Audit List====
 +
 
 +
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
 +
 
 +
:Include fee paid in payment amount when ticket includes a payment with a fee.
 +
 
 +
 
 +
====Print Invoices====
 +
 
 +
:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
 +
 
 +
:Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)
 +
 
 +
 
 +
====Products Maintenance====
 +
 
 +
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
 +
 
 +
 
 +
====Sales Tax Rates Maintenance====
 +
 
 +
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
  
−
===Quote Module===
 
  
−
Print Quotes
+
====Ticket Inquiry====
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
 
  
−
===Payroll Module===
+
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
  
−
Payroll Tax Library
 
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
 
  
−
Prepare Payroll
+
====Ticket Maintenance====
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 
  
−
===General===
+
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
  
−
Document Viewer
+
:When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.
−
:Add handling for multi-page PDF documents.
 
  
−
Keystone Map
 
−
:Fix map startup issue (endless loop during map initialization.)
 
−
:Eliminate double plot of calculated route.
 
  
−
System Menu
+
====A/R Inquiry====
−
:'''When user is deleted, ask to delete associated system options.'''
 
  
−
===Services===
+
====Cash Posting====
  
−
Application Server
+
====Ticket Inquiry====
−
:Do not send dispatch events to notification devices for a voided load.
 
  
−
Device Server
+
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
 
  
−
Keystone REST Server (KServer)
 
−
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
 
−
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
 
  
−
==Build 4.1 - 12/28/2021==
+
====Cash Posting Register====
  
−
===Important Note===
+
====Cash Posting Register (Month End)====
  
−
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
+
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
  
−
===Accounts Receivable Module===
 
  
−
Customer Maintenance
+
====Product Classes Maintenance====
−
:'''Add "Invoice Tkt Images" checkbox.'''
 
  
−
Email Invoices<BR>
+
====Products Maintenance====
−
Print Invoices<BR>
 
−
Reprint Invoices
 
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
  
−
Job Price Maintenance
+
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
−
:'''Add "Job Mix Year" to DOT tab.'''
 
  
−
Plant Maintenance
 
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
 
  
 
===Quote Module===
 
===Quote Module===
  
−
Quote Maintenance
+
====Quote List====
−
:'''Add "Job Mix Year" to DOT tab.'''
+
 
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
+
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
 +
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
1099 State Maintenance
+
====Email ACH Stubs====
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
 
  
−
Federal & State 1099 Export
+
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
 
−
Invoice Vouchering
 
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
===Cash Management Module===
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
====Transaction Entry====
−
:'''Add "1099 State" field to detail report.'''
 
  
−
Vendor Maintenance
+
:Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
−
:'''Add "1099 Amounts" tab.'''
 
−
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
 
  
−
Void Invoice
+
:Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
  
−
Web Portal Export/Filing
 
−
:'''New submenu added to the A/P menu.''''
 
  
−
===Payroll Module===
+
===General===
  
−
ACA 1094/1095 Export
+
====Company Database====
−
:'''Updated for 2021.'''
 
  
−
Calculate Payroll
+
:'''Updated to version 28.17.'''
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
  
−
Company Maintenance
 
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
  
−
Employee Maintenance
+
====System Database====
−
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
 
−
:'''ACA Plan Start Month is now required (as of 2020.)'''
 
  
−
Federal & State W-2 Export
+
:'''Updated to version 7.0.'''
−
:'''Updated for 2021.'''
 
  
−
Payroll Tax Library
 
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
====Windows Client====
−
:This option has been removed from the Payroll Year End menu.
+
 
 +
:'''User Alerts which displays important information at program startup.'''
 +
 
 +
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
  
−
Timecard Maintenance
 
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
====Application Server====
−
:'''Add Test Mode parameter for truck status processing.'''
+
 
 +
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
 +
 
 +
 
 +
====Device Aggregator====
 +
 
 +
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
  
−
Device Server
+
 
−
:'''Add Test Mode parameter for truck status processing.'''
+
====Device Server====
−
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
+
 
 +
:'''Send "Color Alias" to Keystone Batch.'''
 +
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
 +
 
 +
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
 +
 
 +
 
 +
====KServer Loadout API v1====
 +
 
 +
:'''New Loadout API added.'''
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 5.3.x]]
 +
 +
[[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 4.0.x]]

Latest revision as of 00:18, 9 October 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.4.2.0 - 10/8/2026

Dispatch Module

Order Maintenance

When copying an order, the Plant Id will now be filled in with the current order's Plant Id.
Fix exception "cdsMaster: Field DEF_TAX_AUTHORITY not found" when copying an order.
A delivered product on an order can once again be changed (provided it does not have an associated custom mix design.)
Widen Plant Id field so all three characters are visible.


Schedule

Add user option "Sort Last Ld Orders on Top" to the Options menu. When checked orders where the active load is the last load of the order will sort to the top of the schedule.
Fix "EListError: List index out of bounds" exception (introduced in 5.4.1.1.)


Ticketing Module

Order Maintenance

Widen Plant Id field so all three characters are visible.


Accounts Receivable Module

Edit Product Transactions

New option added to the A/R Inventory Control menu which allows editing Offset G/L, Trx Date and Trx Time for existing product transactions (contact support if you need this feature.)


Job Price Maintenance

Fix issue where the DOT state/job fields and the products grid on the DOT tab were not visible (introduced in 5.2.4.)


Cash Management Module

Cleared Transaction Report

Fix detail report to include transaction amount for void check transaction types.


Services

Device Server

Add option to batch control devices to poll for batch weights without first sending a ticket to the batch control.

Release 5.4.1.0 - 9/23/2026

Dispatch Module

Order Maintenance

Fix error "Another user has made changes to the order...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.
Fix issue where you could add/delete products on an order that is locked by another user.
Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
Restore ability to double-click product to edit on the fly (introduced in 5.4.)


Ticket Printing

Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.


Truck Demand Graph

Fix issue with vertical scaling of the graph when Required and W/C are both checked (introduced in 5.4.)


Ticketing Module

Order Maintenance

Fix error "The order cannot be changed...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.


Order Stack

Performance improvement: when using the New Order or Edit Order buttons, do not load the list of existing orders.


Ticket Printing

Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.


Accounts Receivable Module

Job Price Maintenance

Fix issue with creating custom mix designs on a job with multiple mixes (introduced in 5.4.)
Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
Restore ability to double-click product to edit on the fly (introduced in 5.4.)

Release 5.4.0.0 - 9/16/2026

Dispatch Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only include trucks assigned to dispatch plants.


Order Maintenance

Now supports custom mix design by order (contact support if you need this feature.)
Allow editing of order with incorrectly specified %/Qty Sold tax column.
Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.


Schedule

Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.


Ticket Printing

Send custom mix design to batch control from job/order if specified.
Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)
Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Truck Demand Graph

The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.
The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
The minimum Slot Length is now 1 minute.
Fixed the Delivery Time labels so they always reflect time of day.


Ticketing Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.


Order Stack

Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.


Ticket Printing

Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Accounts Receivable Module

A/R Aged Trial Balance

Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.
Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.


Cash Posting

Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.


Credit Card Pre-Approval

Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)


Job Price List

Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.


Job Price Maintenance

Now supports custom mix design by job (contact support if you need this feature.)
Fix "Qty Open" value to properly handle jobs with only base price plant products specified.


Pre-Billing Audit List

When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.
Include fee paid in payment amount when ticket includes a payment with a fee.


Print Invoices

Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)


Products Maintenance

Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)


Sales Tax Rates Maintenance

Add "Geo State" and "Id" columns to the tax localities grid.


Ticket Inquiry

Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)


Ticket Maintenance

Add Total Water, Add Water and Color Water fields to batch weights grid.
When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.


A/R Inquiry

Cash Posting

Ticket Inquiry

Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.


Cash Posting Register

Cash Posting Register (Month End)

Add "Fee Amount" column with totals on the cash receipts register.


Product Classes Maintenance

Products Maintenance

Add "Edit Mix Design by Job/Order" checkbox.


Quote Module

Quote List

Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)


Accounts Payable Module

Email ACH Stubs

Change sort sequence of stubs in the grid to Vendor Id and Check Date.


Cash Management Module

Transaction Entry

Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.


General

Company Database

Updated to version 28.17.


System Database

Updated to version 7.0.


Windows Client

User Alerts which displays important information at program startup.
Consolidated Email, SMS and other options in the Contacts grid.


Services

Application Server

Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.


Device Aggregator

When processing batch results, retrieve Color Water and U/M and End Load Time if available.


Device Server

Send "Color Alias" to Keystone Batch.
Add Color Water and End Load Time from Keystone Batch when retrieving batch results.
When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.


KServer Loadout API v1

New Loadout API added.

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