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 4.0.6 - 12/11/2021==
+
==Release 5.3.0.0 - 6/17/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
====Driver Call-In Report====
−
:Fix load recalculation to avoid resetting Plant field on a pre-ticketed load.
 
  
−
===Accounts Receivable Module===
+
:'''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.'''
  
−
Customer List
 
−
:Fix exception "EDatabaseError: cdsReport Parameter PRICE_GROUP not found" when specifying Price Group selection.
 
  
−
Email Invoices
+
====Schedule====
−
:Fix to also send email to customer contacts when there are job contacts for an invoice.
 
  
−
Truck Maintenance
+
:'''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 Plant column on GPS tab to show plant data.
 
  
−
===Accounts Payable Module===
+
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
  
−
Check Register<BR>
+
:'''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.'''
−
MTD Check Register
 
−
:'''Print Check Date and Session Number on the summary report.'''
 
  
−
Federal & State 1099 Export
+
:'''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.'''
−
:'''New option added to the A/P Month/Year End menu (in progress, will be functional in a future update.)'''
 
  
−
Print 1099 Forms
+
: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 warning when attempting to run an out-of-date version.'''
 
  
−
===Payroll Module===
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
  
−
ACA 1094/1095 Export<BR>
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
−
Federal & State W-2 Export<BR>
 
−
Print 1095-C Forms<BR>
 
−
Print W-2 Forms<BR>
 
−
Print W-3 Form
 
−
:'''Add warning when attempting to run an out-of-date version.'''
 
  
−
Tax Library
 
−
:'''Updated to 2022-R1 version (Federal, CA, IA, ME, MO, NM, NY & OR states.)'''
 
  
−
===General===
+
====Ticket Printing====
  
−
System Map
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:Fix discrepancy between displayed route and directions when multiple routes are calculated.
 
  
−
System Option Maintenance
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
:'''Add CustomMenu option to System section.'''
 
  
−
===Services===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
Application Server
+
:'''Add "Sales Territory" field.'''
−
:'''Record new GPS status events for Begin/End post-pour wash.'''
 
  
−
Device Aggregator
 
−
:Fix issue where devices stopped working after using Test function in Device Maintenance (introduced in 4.0.4.)
 
−
:Improve diagnostic logging.
 
  
−
Device Server
+
====Truck Demand Graph====
−
:'''Process BEGINPOSTPOURWASH and ENDPOSTPOURWASH status events for Oshkosh status device.'''
 
−
:Improve diagnostic logging.
 
  
−
Keystone REST Server (KServer)
+
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
−
:Driver API: Fix ticketinfo query in truckticketinfo endpoint to use ticket plant if the truck is on a load, otherwise use the truck's current plant.
 
−
:GPS API: Fix ticketinfo query in truckticketinfo endpoint to use ticket plant if the truck is on a load, otherwise use the truck's current plant.
 
−
:'''Keystone Online Customer Portal API: Add PPSettlement endpoint.'''
 
−
:Keystone Online E-Ticketing API: Fix TicketInfo query in dispatchevent endpoint to use ticket plant instead of truck current plant.
 
−
:Windows Client A/R Report API: Fix ARCustomerList report endpoint for Price Group selection.
 
−
:'''Windows Client A/P Report API: Print Check Date and Session Number on the A/P Check Register and A/P MTD Check Register summary reports.'''
 
−
:Windows Client CC Device API v2: Fix TicketInfo query in dispatchevent endpoint to use ticket plant instead of truck current plant (this was causing E-tickets to not print any load times.)
 
  
−
==Build 4.0.5 - 11/22/2021==
 
  
−
===Accounts Receivable Module===
+
====Order Maintenance====
  
−
A/R Print Invoices
+
====Ticket Printing====
−
:Fix issue where void tickets were not being processed correctly (introduced in 4.0.4.)
 
  
−
==Build 4.0.4 - 11/20/2021==
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
  
−
===Dispatch Module===
+
:'''Add "Bill As Plant" field.'''
  
−
Order Maintenance
 
−
:When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====On Hand Inquiry====
−
:When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
+
 
 +
:'''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===
 
===Accounts Receivable Module===
  
−
Customer Info Export
+
====A/R Inquiry====
−
:'''Translate PO Required field to Y/N on export.'''
+
 
 +
:'''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====
  
−
Customer Maintenance
+
:'''Add "Credit Manager" selection.'''
−
:'''The PO Required and Zone Required fields are now dropdown lists with three options: No, Ticketing, Office & Ticketing.'''
 
  
−
Job Price Maintenance
 
−
:'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
 
−
:When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
 
  
−
Product Maintenance
+
====Customer Prices List====
−
:Fix ARTPRTRX_KEY violation when copying a newly added product with a standard cost specified.
 
  
−
Ticket Maintenance
+
:'''Add "Exp Date" field to report.'''
−
:'''Require Zone and Customer P.O. fields if the required options are set to "Office & Ticketing."'''
 
  
−
Truck Class Maintenance
 
−
:'''Add vehicle weight and dimension fields (future use.)'''
 
  
−
===Quote Module===
+
====Customer Prices Maintenance====
 +
 
 +
:'''Add "Exp Date" field to price grid.'''
 +
 
  
−
Prospect Maintenance
+
====Customers Maintenance====
−
:'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
 
  
−
Quote 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.)'''
−
:'''The PO Required field is now a dropdown list with three options: No, Ticketing, Office & Ticketing.'''
 
−
When using the "Ship To" or "Delv Inst" map buttons, use the current order GPS coordinates if the address has not changed since the route was calculated.
 
−
Fix issue where job site GPS coordinates were not copied to the order created when booking the job.
 
  
−
===Payroll Module===
+
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
  
−
Tax Library
+
:'''Add "Credit Manager" field.'''
−
:'''Updated to 2021-R12 version (2022 changes for FICA, GA, NE, OK, SC, WI.)'''
 
  
−
===General===
+
:'''Add Email To Job option to Contacts grid.'''
  
−
Company Database
+
:'''Add field change events for the customer address fields.'''
−
:'''Upgraded to version 21.01 (eliminated internal view references.)'''
 
  
−
Device Maintenance
+
:'''Add function button to switch to A/R Inquiry for the current customer.'''
−
:'''Add Device Priority field (future use.)'''
 
  
−
File Maintenance
 
−
:Fix issue in master/detail maintenance options where if you selected "No" for the "Are you sure you want to delete this item" question, the detail items would still be deleted (introduced in 4.0.1.)
 
  
−
Generic Report
+
====Divisions Maintenance====
−
:Fix auto-width field calculation for totalled fields to accomodate the largest grand total value.
 
  
−
Keystone Map
+
:'''Add Company Info tab to support A/P 1099 by division.'''
−
:Changed method for storing order route information.
 
  
−
===Services===
 
  
−
Application Server
+
====Drivers Maintenance====
−
:Remove several database view references.
 
−
:Changed method for storing order route information.
 
−
:Eliminate one memory creep issue.
 
  
−
Device Aggregator
+
:'''Add "Start Date" field.'''
−
:Eliminate slow memory creep issue.
 
−
:Fix issue when checking for a terminated thread while idling.
 
−
:Prevent server lockup when several incoming messages are queued for processing.
 
−
:Several slight performance improvements.
 
−
:Fix endless loop when KServer connects a second time before the first connection has disconnected.
 
  
−
Device Server
 
−
:Eliminate slow memory creep issue.
 
  
−
Keystone REST Server (KServer)
+
====Email Invoices====
−
:Remove several database view references.
 
−
:Improve reliability of device aggregator interface.
 
−
:Include original uncompressed file size in blob metadata for cloud backup.
 
−
:Increase maximum allowed blob size for cloud backup.
 
−
:Changed method for storing order route information.
 
−
:Windows Client Device API v2: Fix "loadautoreturn" endpoint to update the same Keystone data as the Application Server does when a truck returns to the plant in Dispatch.
 
  
−
Web Server
+
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
−
:Remove database view reference.
 
  
−
==Build 4.0.3 - 11/2/2021==
 
  
−
===General===
+
====Invoiced Tickets List (Month End)====
  
−
Form Reports
+
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
−
:Fix EAccessViolation exception when printing a CHAINed form.
 
  
−
===Services===
 
  
−
Device Aggregator
+
====Job Prices Maintenance====
−
:Fix aggregator lockup issue (caused by Access Violation.)
 
−
:Fix "Out of Memory" and "Access Violation" exceptions when under heavy load.
 
  
−
==Build 4.0.2 - 10/29/2021==
+
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
  
−
===Dispatch Module===
+
:'''Add "Description" column to the Auto Products grid.'''
  
−
Keystone Map
+
:'''Add "Sales Territory" field.'''
−
:Fix "This page can't load Google Maps correctly" when displaying the map or route.
 
  
−
===Services===
+
:'''Add field change event for the C.O.D. field.'''
  
−
Application Server
 
−
:Reverted 4.0 change which reduced maximum memory usage from 3GB to 2GB.
 
  
−
Device Aggregator
+
====Open Ticket Stack====
−
:Add more diagnostic information to the log during TCPServerExecute processing.
 
  
−
==Build 4.0.1 - 10/25/2021==
+
:'''Add "Bill As Plant" as an optional grid field.'''
  
−
===Dispatch Module===
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
  
−
Order Maintenance
 
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
 
−
:Do not allow the "Ticket Bal" field to be changed.
 
  
−
===Ticketing Module===
+
====Print Invoices====
  
−
Order Maintenance
+
:'''Add "Posted" indication in session log when invoices are posted.'''
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
 
  
−
===Accounts Receivable Module===
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
  
−
A/R Inquiry
 
−
:Do not scale fonts on the History screen when resized.
 
−
:'''Add splitter control to allow ticket history grid to be expanded.'''
 
  
−
Job Price Maintenance<BR>
+
====Sales Territories List====
−
Ticket Maintenance<BR>
 
−
Zone Maintenance
 
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
 
  
−
Unit of Measure Maintenance
+
:'''New option added to the A/R File List menu.'''
−
:'''Add Batch U/M field.'''
 
  
−
===Quote Module===
 
  
−
Quote Maintenance
+
====Sales Territories Maintenance====
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
 
  
−
===Accounts Payable Module===
+
:'''New option added to the A/R File Maintenance menu.'''
  
−
A/P Inquiry
 
−
:'''Allow the History form to be resized/maximized.'''
 
−
:Do not scale the fonts on the History form when resized.
 
−
:'''Add splitter controls to allow payment and receipt history grids to be expanded.'''
 
  
−
===Purchase Order Module===
+
====Salespeople Maintenance====
  
−
P.O. Receipt Maintenance
+
:'''Add sales territory grid.'''
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
 
  
−
===Payroll Module===
 
  
−
Timecard Maintenance
+
====Voided Tickets Report====
−
:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
 
  
−
===General===
+
:The Ticket Number will now properly show all 7 digits on the report.
  
−
Form Reports
 
−
:Properly establish form settings (such as Detail section height) when the form is changed during the run.
 
  
−
Setup
+
====A/R Inquiry====
−
:Fix so new "cog" icon is used when updating existing Keystone installations.
 
  
−
System Menu
+
====Cash Posting====
−
:Do not delete the local cache folders at startup.
 
  
−
Windows Client
+
:'''Add "Unit Disc" field to Ticket History grid.'''
−
:When Base-64 encoding do not insert CR/LF every 76 characters.
 
  
−
===Services===
 
  
−
Application Server
+
====A/R Inquiry====
−
:'''When an active load status is received from a device for a truck that is not currently on an active load, change the status to Travel.'''
 
−
:'''When a truck is currently on an active load and the status received from a device is earlier than the current status, change the status to Travel.'''
 
−
:'''When upgrading the database version, keep track of the last successfully run SQL statement within the script. In case of a restart, begin the script at the next SQL statement after the last successfully run statement within the script.'''
 
  
−
Device Server
+
====Cash Posting====
−
:Further changes to PennDOT E-Ticket interface (in progress.)
 
−
:When sending order route to Keystone Online, fix incorrect JSON string encoding for the route data.
 
  
−
Keystone REST Server (KServer)
+
====Job Prices Maintenance====
−
:When Base-64 encoding do not insert CR/LF every 76 characters.
 
  
−
==Build 4.0 - 10/14/2021==
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
===New Features===
 
  
−
Keystone Map
+
====Cash Posting Register====
−
:We have developed a completely new map option which will (optionally) allow fastest/shortest routing using HERE truck routing in place of Google Maps routing. This new map requires Microsoft's Edge Chromium browser. Please contact your IT department or GivenHansco support for assistance.
 
  
−
Generic Reports w/Export
+
====Cash Posting Register (Month End)====
−
:As of this version we have moved over 35 Keystone reports to our new KServer-based generic report option. In addition to reducing the load on the Application Server, the generic report option provides Export capability to Excel, Text and HTML files (for most reports.)
 
  
−
PennDOT E-Tickets
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
−
:Pennsylvania will be requiring concrete tickets for PA state jobs to be submitted to the new PennDOT E-Ticketing system. We are currently developing an interface for this and expect to deliver the completed interface by the end of 4Q 2021.
 
  
−
Parent Jobs
 
−
:We have added the ability to establish "parent jobs" for pricing purposes. Previously if you had several jobs that shared the same pricing, you would have to enter the same pricing information in each of the jobs. Now you can enter the pricing information once in a parent job, and link the other jobs to the same parent job.
 
  
−
Automatic Cloud Backup
+
====Comparative Customer Sales====
−
:The automatic scheduled backup program now backs up to the cloud in addition to the local file.
 
  
−
Read-Only Data
+
====Customer Sales History====
−
:As of this version we have identified and moved over 35 data sources out of the Application Server and into KServer. This reduces the load on the Application Server and improves overall system stability.
 
  
−
===Dispatch Module===
+
====Customer Sales by Job====
  
−
Driver Time/Yardage Analysis Report
+
====Customer Sales by Product====
−
:Fix inaccuracy in totals due to unnecessary rounding during detail processing.
 
  
−
Order Maintenance
+
====Daily Plant Sales====
−
:'''Add event when Customer PO field is changed.'''
 
−
:'''Add event when Tax Authority field is changed.'''
 
−
:'''Add indicator to Price Source if the price is a pending price.'''
 
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:When copying an order, do not try to do base product translation for comment lines.
 
−
:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
 
−
:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
 
−
:'''Add ability to disable the "Advanced" copy button on the Copy Order dialog (contact support if you need this feature.)'''
 
−
:When the Print button is clicked, save any pending changes prior to printing.
 
−
:The Backspace key may now be used to clear the "Cement" drop-down.
 
  
−
Schedule
+
====Product Sales====
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:Fix issue where sometimes the truck would not clock in when using Find Truck and then the Clock In option.
 
−
:Fix "ERESTException: HTTP/1.1 500 Internal Server Error" when clicking the Edit button while shipping a load.
 
−
:'''Add "Will-Call Order" button to order right-click popup menu.'''
 
−
:'''Add "Show Map" button to order right-click popup menu.'''
 
−
:Reload document list when user right-clicks on a truck/ticket.
 
−
:Disable "View Doc" button if there are no documents available for the ticket.
 
−
:Reload document grid when user selects "Edit Ticket" from the right-click truck status menu.
 
−
:Schedule totals now display correctly when there are shipped loads scheduled for a different day.
 
−
:No longer allows "Mark Order as Complete" function when no loads have been shipped on the order.
 
  
−
Ticket Maintenance
+
====Product Sales History====
−
:'''Add "Ticket Notes" tab.'''
 
−
:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
 
  
−
Ticket Printing
+
====Product Sales by Customer====
−
:When creating a ticket from an order, do not try to do base product translation for comment lines.
 
−
:'''Add option to allow the Customer ID to be changed for an existing ticket (contact support if you need this feature.)'''
 
−
:On the ticket stub screen, do not show the Mix On Board product if the Qty On Board is zero.
 
−
:'''Add "Ticket Notes" tab.'''
 
  
−
===Ticketing Module===
+
====Summary Sales====
  
−
Order Maintenance
+
:'''Add "Sales Territory" selection.'''
−
:'''Add indicator to Price Source if the price is a pending price.'''
 
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
 
−
:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
 
−
:When the Print button is clicked, save any pending changes prior to printing.
 
  
−
Order Stack
 
−
:'''Significantly improved start-up time.'''
 
−
:'''Now defaults to showing the last month's worth of orders.'''
 
−
:'''Add "Order Lookback Date" to Refresh Options screen to control visibility of old orders.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:'''Save "Show Delivery Instructions" option from run to run.'''
 
  
−
Ticket Maintenance
+
====Driver Report====
−
:'''Add "Ticket Notes" tab.'''
 
−
:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
 
  
−
Ticket Printing
+
====Driver Report (Month End)====
−
:When creating a ticket from an order, do not try to do base product translation for comment lines.
 
−
:'''Add "Ticket Notes" tab.'''
 
  
−
===Accounts Receivable Module===
+
:'''Add "Driver Name" to the report.'''
  
−
A/R Inquiry
 
−
:'''Add "Session No" as an optional field on the invoice grid.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
A/R Inquiry<BR>
+
====Print Invoices====
−
Cash Posting
 
−
:'''Add "Order Id" and "Ship To 1" as optional columns on the main invoice grid.'''
 
−
:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main invoice grid.'''
 
−
:'''Add "PP Status", "PP Status Date", "PP Batch Id", "PP Merch Id", "PP Ref No" and "PP Auth Code" as optional columns on the main invoice grid.'''
 
−
:'''Add "Price Source" column to ticket history grid.'''
 
  
−
Aged Trial Balance
+
====Re-Print Invoices====
−
:'''Print plant/division subtotals when printing Control Total and plant/division subtotals boxes checked.'''
 
  
−
Automatic Products
+
:'''When printing the product summary, list the mix product first.'''
−
:Fix issue where a "not range" (ex: ~01-09) automatic product was not being processed correctly (introduced in 3.6.)
 
  
−
Cash Posting
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Cash Posting Register<BR>
+
===Quote Module===
−
MTD Cash Posting Register
 
−
:'''On the Bank Deposit add customer portal payment totals (Portal CC and Portal ACH.)'''
 
−
:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main report and the Bank Deposit report.'''
 
−
:'''Add "PP Ref No" column to the main report and the Bank Deposit report.'''
 
  
−
Customer Maintenance
+
====Quote Maintenance====
−
:'''Add "Tax Exempt Exp Date" field.'''
 
−
:'''Add "Web CCPay" checkbox to Contacts grid.'''
 
−
:'''Disable "Web Invoices" and "Web CCPay" checkboxes if there is no default PP Cash G/L account specified.'''
 
−
:No longer allows a customer with orders to be deleted.
 
  
−
Default G/L Accounts
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:'''Add "PP Cash" default G/L account.'''
 
  
−
Division Maintenance
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
−
:'''Add "A/R PP Cash" default G/L account.'''
 
  
−
Edit Open Ticket Times
+
:'''Add "margin warning" to Cost Estimator.'''
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Email Invoices
+
:'''Add "Default Tkt/Ord Products" system option.'''
−
:Fix recent invoice sessions not showing in Session dropdown list.
 
  
−
Email Invoices<BR>
+
:'''Add "Sales Territory" field.'''
−
Email Orders<BR>
 
−
Email Statements
 
−
:Change caption on OK button to "Send".
 
  
−
Handwritten Invoice Entry
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
−
:'''Add "Ticket Notes" tab.'''
 
  
−
Import Tickets<BR>
 
−
Open Ticket Stack<BR>
 
−
Pre-Billing Audit List<BR>
 
−
Price Exception Report<BR>
 
−
Print Invoices<BR>
 
−
Quick Ticket Entry<BR>
 
−
Ticket Batch List<BR>
 
−
Ticket Maintenance<BR>
 
−
Void Invoice
 
−
:'''Add indicator to Price Source if the price is a pending price.'''
 
  
−
Invoice Job Corrections
+
====Prospect Maintenance====
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Job Price Maintenance
+
====Quote Maintenance====
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:Fix issue where customer contacts are deleted from the job's customer when the job is deleted.
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
−
:'''Add "Parent Job" button to establish parent job relationship.'''
 
  
−
Open Ticket Stack
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:Fix EAccessViolation exception when attempting to print a ticket from the edit ticket window.
 
−
:When repricing tickets, only replace the Customer P.O. on the ticket if the job has a Customer P.O. specified.
 
  
−
Plant Maintenance
 
−
:'''Add "PP Cash" default G/L account.'''
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Product Class List
+
===Accounts Payable Module===
−
:'''Product Class selection is now a checklist.'''
 
  
−
Product Maintenance
+
====Email ACH Stubs====
−
:'''Add "SubType" (ingredient subtype) field to product maintenance screen.'''
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Product Sales by Customer Report
+
:The Status column in the grid will now always show the most recent email status.
−
:Widen Qty and Amount columns to accomodate larger totals.
 
  
−
Quick Ticket Entry
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Re-Print Tickets
+
====Select Invoices for Payment====
−
:Fix report sequence not working.
 
  
−
Setup Pending Prices
+
: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.
−
:Change "Apply" button caption to "Post".
 
−
:'''Added hints to Post and Clear buttons.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Summary Sales Report
+
:'''On the Pay Invoice dialog you can now change the payment method.'''
−
:'''Product Class selection is now a checklist.'''
 
  
−
Ticket History Inquiry
 
−
:'''Add "Ticket Notes" tab.'''
 
  
−
Ticket Maintenance
+
====Vendors Maintenance====
−
:Change field order on Payment tab to match field order in Cash Posting.
 
−
:Never mark a new ticket as "Priced".
 
−
:'''Display warning when attempting to reprice a priced ticket.'''
 
−
:'''Add ability to change the Customer ID for an existing ticket.'''
 
−
:'''Add "Ticket Notes" tab.'''
 
  
−
Unit of Measure Maintenance
+
:'''Add "Division" field to the 1099 Amounts grid.'''
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Void Invoice
 
−
:'''Performance improvement when loading the invoice list.'''
 
  
−
===Quote Module===
+
====A/P ACH Export====
  
−
Quote Maintenance
+
====Re-Export A/P ACH====
−
:'''When booking/rebooking a job and selecting the "Create Order from Quote" option, the appropriate Order Maintenance (Dispatch/Ticketing) will be launched with the order just created.'''
 
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:Fix issue where customer contacts are deleted from the quote's customer when the quote is deleted.
 
−
:Fix issue where prospect contacts are deleted from the quote's prospect when the quote is deleted.
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
===Accounts Payable Module===
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
  
−
A/P Inquiry
 
−
:'''Add "Session No" as an optional field on the invoice grid.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Aged Trial Balance
+
====1099 Audit List (Month End)====
−
:Fix exception "EDatabaseError cdsReport: Field 'SEQUENCE_CODE' not found" when using the "Sequence" report sequence option (introduced in 3.6.29.2.)
 
  
−
Cash Flow Analysis
+
====Federal & State 1099 Export====
−
:'''Vendor Class and Division selection are now checklists.'''
 
  
−
Invoice Vouchering
+
:'''Add Division selection.'''
−
:When checking for duplicate invoices, ignore invoices in A/P recurring batch templates.
 
−
:'''Add security option to control whether duplicate invoice numbers can be posted.'''
 
−
:Only show P.O. numbers in the P.O. dropdown that have unlinked P.O. receipts.
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:Will now ask to save changes when using the X to close the window if you have fully distributed the current invoice.
 
−
:Prevent changes to the batch after posting and clicking the Cancel button the printer dialog.
 
  
−
Invoices for Payment List
 
−
:'''Vendor Class and Division selection are now checklists.'''
 
  
−
MTD Check Register
+
====Handwritten Check Entry====
−
:Fix issue where only uncleared checks were shown on the report.
 
  
−
Select Invoices for Payment
+
====Invoice Vouchering====
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Vendor Maintenance
+
: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.)
−
:'''Add Warning tab which will pop-up when the vendor is selected during Invoice Vouchering.'''
 
  
−
Void Check
 
−
:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
 
  
−
Void Invoice
+
====Print Checks====
−
:'''Performance improvement when loading the invoice list.'''
 
−
:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
 
  
−
===Cash Management Module===
+
====Re-Print Checks====
  
−
Bank Account List
+
: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".
−
:Fix exception when selecting on Bank Name.
 
  
−
Cash Flow Summary Report
 
−
:Include void and reversal transactions.
 
−
:'''Indicate whether total amounts include void/reversal transactions.'''
 
−
:'''Add C/M account segment selection.'''
 
−
:'''Add "Source Trx" summarization option (detail.)'''
 
  
−
Statement Reconciliation
+
===Purchase Order Module===
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
===General Ledger Module===
+
====Purchase Orders List====
  
−
Account Maintenance
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
−
:'''Add system option to require NRMCA Group to be entered for new G/L accounts.'''
 
  
−
Detail Inquiry
 
−
:Fix Credit Amt total calculating incorrectly on the Transaction History popup grid.
 
  
−
Journal Entry
+
===Cash Management Module===
−
:Fix issue where batch could be posted that was out of balance.
 
  
−
===Payroll Module===
+
====Statement Reconciliation====
  
−
Email Direct Deposit Stubs
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
−
:Change caption on OK button to "Send".
 
−
:Eliminate blank page at end of check stub.
 
  
−
Print Direct Deposit Stubs<BR>
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
−
Print Paychecks
 
−
:Eliminate blank page at end of check run.
 
  
−
Tax Library
 
−
:'''Updated to 2021-R11 version (ID, KS, NY states.)'''
 
  
 
===General===
 
===General===
  
−
Batch Maintenance
+
====Company Database====
−
:After posting a batch, the "Print another batch report?" dialog the button captions have been changed to "Reprint" and "Close" (the X button is treated as "Close".)
 
  
−
Company Database
+
:'''Updated to version 28.02.'''
−
:'''Significantly improve performance of Stonemont QC batch result list query.'''
 
  
−
Generic Report
 
−
:When exporting use field names instead of field labels.
 
  
−
Keystone Map
+
====System Menu====
−
:'''New version which (optionally) supports HERE routing (fastest/shortest) and geocoding.'''
 
−
:'''Allow manual dragging of route segments on the Route tab.'''
 
−
:'''Add "Undo" button on Route tab to un-do the last manual route change.'''
 
−
:'''Add "Show Traffic" checkbox on Route tab to show traffic data.'''
 
−
:'''Show start and end addresses on the directions portion of the Route tab.'''
 
−
:'''When calculating a route, use truck vehicle parameters received from the caller.'''
 
  
−
Reports
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
−
:'''Performance improvement: Generate report intermediate output to memory stream instead of disk file.'''
 
  
−
System Backup Utility
 
−
:'''When run as a Windows task the default is now to backup to the client and the cloud.'''
 
  
−
System Menu
+
====Windows Client====
−
:Retry in case of error when downloading web update.
+
 
 +
:'''Add events for item rename/merge.'''
 +
 
 +
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
Windows Client
 
−
:'''Add support for Windows 11.'''
 
−
:'''Add support for Windows Server 2022.'''
 
−
:Fixed issue where client-side cache would not be updated properly after restarting KServer.
 
−
:Eliminate unnecessary refreshing of sales tax rates.
 
−
:Eliminate unnecessary KServer calls when refreshing/closing certain datasets.
 
−
:Fix "XltBaseProduct" method to ignore blank product ID.
 
−
:'''Store local cache files in a common folder instead of a user-specific folder (this should improve performance and resource usage on terminal servers.)'''
 
−
:When loading default or user's custom grid layout, scale the grid columns based on the current form dimensions to avoid "scrunched up" columns if the form is maximized.
 
−
:At startup apply field security options to ALL grid tabs, not just the active tab as previously.
 
−
:Fix error "Exception EFCreateError: Cannot create file "". The filename, directory name, or volume label syntax is incorrect" at startup (Remote Desktop users only.)
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:'''When an order route is added or updated send an order route notification through KServer.'''
+
 
−
:When validating batch weights, use DRIVER_ID instead of DRIVER_NAME to validate the driver.
+
:Setup relay server connection info only for the main Keystone server.
−
:'''When validating batch weight ingredients populate the new VAL_INGREDIENT_SUBTYPE field.'''
+
 
−
:Fix issue where editing a Dispatch ticket did not update the Load Size in the projected loads table.
+
 
−
:'''When validating batch weights, validate the ingredient type, ingredient U/M and driver code.'''
+
====Device Server====
−
:Reverted to 2GB memory limit which should improve reliability.
+
 
 +
:'''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.'''
 +
 
  
−
Device Aggregator
+
====KServer Windows Client A/R API====
−
:When processing batch weights, truncate fields that are too long to avoid generating string overflow exceptions.
 
−
:Log unhandled exceptions only once.
 
−
:'''Send Ingredient SubType to batch weight notification devices.'''
 
−
:'''When processing batch results, bring in Total Water fields (Keystone Batch only.)'''
 
−
:'''When preparing batch results to be sent to Batch Weights notification devices, include validated ingredient type and U/M data as well as DOT-specific U/M data.'''
 
  
−
Device Server
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
−
:'''Add Order Route Notification device for Keystone Online.'''
 
−
:'''Use Ingredient Subtype to separate admixtures into the desired categories (PennDOT e-ticket.)'''
 
−
:Eliminate unnecessary log error message when sending dispatch events to Keystone Online.
 
−
:'''For batch controls, add support for Total Water fields (Keystone Batch only.)'''
 
−
:'''Consolidated Event/Notify device types into single Notification device type.'''
 
  
−
Keystone REST Server (KServer)
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
−
:Retry in case of error when sending and receiving cloud data.
+
 
−
:'''Add ability to send updated order route information to Keystone Online when an order route is added or updated.'''
+
 
−
:Fixed issue where client-side cache would not be updated properly after restarting KServer.
+
====KServer Windows Client Device API v2====
−
:Eliminate unnecessary client-side local caches.
+
 
−
:Fix issue with server cache version less than client-side local cache version.
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
−
:'''Add support for absolute/relative redirect URI.'''
+
 
−
:'''Group Keystone session numbers by Session Id once per day.'''
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
−
:'''Send MD5 content hash when writing cloud backup data to enable cloud service validation.'''
+
 
−
:'''Added request/response log information related to local caching.'''
+
 
−
:Fix task manager RunTask method to delay starting the background task until it has been properly initialized (notifications of new dispatch tickets were not being sent to tablets.)
+
====Keystone REST Server (KServer)====
−
:'''Add handling for URL parameters that are separately URL encoded.'''
+
 
−
:'''Support different document paths based on Company ID when storing e-tickets.'''
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
−
:Improve reliability of cloud backups.
 
−
:Improve handling of date/time string parameters.
 
−
:'''Consolidated Event/Notify device types into single Notification device type.'''
 
−
:'''Backoffice API: Add "PP Cash G/L" account handling to CustomerPayment endpoint.'''
 
−
:'''Customer Portal API: Support credit card payments for one or more Keystone invoices (including discount handling.)'''
 
−
:Customer Portal API: CustomerInvoices will now properly include invoices with an empty Job Id.
 
−
:Dispatch API v2: CustomerInvoices will now properly include invoices with an empty Job Id.
 
−
:'''Driver API: Optimize "getdocfilename" query in notifyordercomplete endpoint.'''
 
−
:Driver API: Fix ticketproducts query in truckticketinfo endpoint to calculate the Qty Delivered based on previous tickets instead of using the original order Qty Delivered at the time of ticketing (show correct Order Qty Delv on e-tickets for edited tickets.)
 
−
:'''FX API: Significant performance improvement for "kpi" and "kpibymo" endpoints: optimize kpislslyr, kpisysytd, kpisysmtd, kpitck, kpiptk and kpiday queries.'''
 
−
:'''FX API: Add "trucksinstatus" endpoint.'''
 
−
:FX API: Fix "trucksbystatus" query to include only loads for the specified time period.
 
−
:'''Keystone Online Customer Portal API: Add "PP Cash G/L" account handling to CustomerPayments endpoint.'''
 
−
:'''Keystone Online Reports API: New API to support reports for Keystone Online.'''
 
−
:Stonemont QC API: Adjust redirect URIs to be relative.
 
−
:Version API: Fix time zone issue with server statistics.
 
−
:'''Windows Client A/P API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/P Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:Windows Client A/P Report API: Fix "APAgedTrialBalance" query to include vendor Sequence Code field.
 
−
:'''Windows Client A/R API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/R API: Improve performance of quoted job lookup lists.'''
 
−
:'''Windows Client A/R API: Improve performance of XltBaseProduct endpoint.'''
 
−
:'''Windows Client A/R Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/R Lookup API: Add Product Ingredient Subtype lookup endpoint.'''
 
−
:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to handle product codes containing slashes.
 
−
:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to use the correct company when querying products.
 
−
:'''Windows Client Device API v2: Add "trxsync" endpoint that is run at startup and once an hour.'''
 
−
:'''Windows Client Dispatch Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:Windows Client System Database API: Fix "logupdate" endpoint to apply proper base-64 decoding to update memo field.
 
  
 
----
 
----
 +
 +
[[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 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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