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>
  
−
<p></p>
+
==Release 5.3.0.0 - 6/17/2026==
−
<p><b>IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.</b></p>
 
  
−
==Build 4.2 - 4/29/2022==
+
===Dispatch Module===
 +
 
 +
====Driver Call-In Report====
 +
 
 +
:'''Add "Customer Name" to the report.'''
 +
 
 +
 
 +
====Email Orders====
 +
 
 +
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
 +
 
 +
:'''Add "Cutoff Date" when selecting orders by customer. '''
 +
:'''Show "Delv Date" on the order grid.'''
 +
 
 +
 
 +
====On Hand Inquiry====
 +
 
 +
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
 +
 
 +
:Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
  
−
===New Feature===
+
:'''Add an order event when the "Reprice" function is used.'''
  
−
'''A new feature has been added which can periodically send a "heartbeat" signal from the Windows Client to the Application Server. This is important on networks with VLANs since they often will disconnect "idle" connections after a period of time (generally an hour but this can vary.) If you find that users who have left the menu and/or options open but idle encounter "not responding" or lockups this may be indicative of the network connection being disconnected by a VLAN/firewall. Please contact support if this is happening on your system to configure the "heartbeat" feature.'''
+
:'''Add "Sales Territory" field.'''
  
−
===Accounts Payable Module===
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
Check Register<BR>
 
−
MTD Check Register
 
−
:Adjust report layout to more closely resemble the old (non-generic) versions.
 
  
−
===General===
+
====Schedule====
  
−
Generic Reports
+
:'''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.'''
−
:Report Sequence will now be saved from one run to the next.
 
  
−
System Options Maintenance
+
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
−
:'''Add "Application Server Ping Interval" option to SYSTEM section.'''
 
−
:'''Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.'''
 
−
:Logout/Login to company after existing the option.
 
  
−
===Services===
+
:'''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 Server
+
:'''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 ULINK batch control ticket transmission when sending mix design with ticket to avoid repeating field #142 - metric weights flag (introduced in 4.1.4.)
 
  
−
Keystone REST Server (KServer)
+
: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.
−
:Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions.
 
  
−
==Build 4.1.6 - 4/22/2022==
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
  
−
===Dispatch Module===
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
  
−
Schedule
 
−
:For weighed trucks, fix tare weight change during ticketing so that it saves the data back to the truck (introduced in 3.6.99.1.)
 
  
−
===Payroll Module===
+
====Ticket Printing====
  
−
SUTA E-File Export
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:'''Updated for 2022 (OH state.)'''
 
  
−
Tax Library
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
:'''Updated to version 2022-R5a (MD, UT states.)'''
 
  
−
===General===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
Reports
+
:'''Add "Sales Territory" field.'''
−
:Fix exception "EPrinter: Printer is not printing" when printing to the "Microsoft Print to PDF" printer, if you wait at least one minute then click Cancel on the "Save Print Output As" dialog.
 
−
:Handle case where user cancels the query but no exception is raised and no data is returned.
 
  
−
===Services===
 
  
−
Application Server
+
====Truck Demand Graph====
−
:Improve diagnostic information when opening company database.
 
  
−
Device Server
+
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
−
:'''Began implentation of batch weight notification device for HaulHub (in progress.)'''
 
  
−
Keystone REST Server (KServer)
 
−
:Customer Portal API v1: Improve performance and lower resource usage for getcurrentorders and getorderdetails endpoints.
 
−
:Customer Portal API v2: Improve performance and lower resource usage for CurrentOrders and OrderDetails endpoints.
 
−
:Dispatch API v1: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
 
−
:Dispatch API v2: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
 
−
:FX API: Improve performance and lower resource usage for trucksinstatus endpoint.
 
−
:On-Demand Session API: Improve performance and lower resource usage for loadgpslocation, schedulecustorderloads and scheduleplantorderloads endpoints.
 
−
:Online Customer Portal API: Improve performance and lower resource usage for LoadGpsLocation and ScheduleOrderLoads endpoints.
 
  
−
==Build 4.1.5 - 4/7/2022==
+
====Order Maintenance====
  
−
===Dispatch Module===
+
====Ticket Printing====
  
−
Order Maintenance
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
−
:The "warnings" pop-up will no longer appear when clicking the CANCEL button.
 
  
−
Schedule
+
:'''Add "Bill As Plant" field.'''
−
:Fix so load times are properly rescheduled after a load is shipped early/late (introduced in 4.1.3.2.)
 
  
−
Ticket Printing
 
−
:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====On Hand Inquiry====
−
:Fix "EDBClient" exception message when copying an order.
+
 
 +
:'''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.'''
 +
 
  
−
Ticket Printing
+
====Invoiced Tickets List (Month End)====
−
:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)
 
  
−
===General===
+
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
  
−
Reports
 
−
:'''Add current time to "----Preview" and "----Print" portions of session log information.'''
 
−
:'''Add "User Cancelled" message to session log information when user clicks CANCEL while report query is running.'''
 
  
−
Windows Client
+
====Job Prices Maintenance====
−
:When making a REST request to KServer, retry on socket errors 12029 (cannot connect to server) and 12030 (server connection error).
 
  
−
===Services===
+
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
  
−
Keystone REST Server (KServer)
+
:'''Add "Description" column to the Auto Products grid.'''
−
:Fix "Access Violation" exception when processing the "notifyorderroute" endpoint.
 
  
−
==Build 4.1.4 - 4/1/2022==
+
:'''Add "Sales Territory" field.'''
  
−
===Dispatch Module===
+
:'''Add field change event for the C.O.D. field.'''
  
−
Edit Ticket Times
 
−
:'''Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.'''
 
−
:'''Add Truck/Driver fields to grid (read only).'''
 
−
:'''Add ability to show/hide grid columns.'''
 
  
−
Order List
+
====Open Ticket Stack====
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
−
Order Maintenance
+
:'''Add "Bill As Plant" as an optional grid field.'''
−
:'''Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)'''
 
−
:'''Add Override Time column to Loads tab.'''
 
−
:When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.
 
−
:'''Add system option to allow editing of closed orders (contact support if you need this.)'''
 
−
:'''Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)'''
 
−
:Do not generate Product Deleted order event(s) when deleting an order.
 
−
:Fix exception "Cannot delete orders with events" when deleting a copied order.
 
  
−
Reprint Tickets
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
  
−
Schedule
 
−
:'''Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.'''
 
−
:'''Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)'''
 
−
:'''After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.'''
 
−
:'''Add "View Order" option to Order right-click menu.'''
 
−
:'''Lock order while load shipping is in progress. (This is an optional feature, please contact support.)'''
 
  
−
Ticket Printing
+
====Print Invoices====
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 
  
−
Void Tickets
+
:'''Add "Posted" indication in session log when invoices are posted.'''
−
:When voiding a ticket, move down certain load fields to the next load.
 
  
−
===Ticketing Module===
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
  
−
Order List
 
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
−
Ticket Printing
+
====Sales Territories List====
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 
  
−
===Accounts Receivable Module===
+
:'''New option added to the A/R File List menu.'''
  
−
A/R Inquiry<BR>
 
−
Cash Posting
 
−
:Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.
 
  
−
Cash Posting Register<BR>
+
====Sales Territories Maintenance====
−
MTD Cash Posting Register
 
−
:'''Add "Include Payment Portal Info" checkbox.'''
 
  
−
Job Names List
+
:'''New option added to the A/R File Maintenance menu.'''
−
:Fix report layout to more closely match the old version (single line per job.)
 
  
−
Job Price Maintenance
 
−
:Set conditions based on plant type correctly when Plant No. changed.
 
  
−
Open Ticket Stack
+
====Salespeople Maintenance====
−
:Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.
 
−
:'''Add "Ship To 1" and "Delv Inst 1" as optional grid fields.'''
 
  
−
Pre-Billing Audit List
+
:'''Add sales territory grid.'''
−
:Add "Tax Authority" to Report Sequence options where appropriate.
 
  
−
Product Sales History Report
 
−
:Widen Qty Sold and Ext Price totals.
 
  
−
Reprint Tickets
+
====Voided Tickets Report====
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
  
−
===Quote Module===
+
:The Ticket Number will now properly show all 7 digits on the report.
  
−
Print Quotes
 
−
:Fix U/M total line (correction to 4.1.0.2 fix.)
 
  
−
===Accounts Payable Module===
+
====A/R Inquiry====
  
−
Handwritten Check Entry
+
====Cash Posting====
−
:Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.
 
−
:Fix Use Tax G/L transaction to use Invoice Date as the transaction date.
 
  
−
===Purchase Order Module===
+
:'''Add "Unit Disc" field to Ticket History grid.'''
  
−
Print Purchase Orders
 
−
:Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.
 
  
−
===Payroll Module===
+
====A/R Inquiry====
  
−
Calculate Payroll
+
====Cash Posting====
−
:When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.
 
  
−
Employee Summary Report
+
====Job Prices Maintenance====
−
:'''Add Active/Inactive employee selection.'''
 
  
−
Setup Formulas
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Add "Tax Code" and "Tax Parameter" columns to Factors grid.'''
 
  
−
Tax Library
 
−
:'''Updated to 2022-R4 version.'''
 
  
−
===Cash Management Module===
+
====Cash Posting Register====
  
−
Statement Reconciliation
+
====Cash Posting Register (Month End)====
−
:Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.
 
−
:'''Add "PP Ref No" column to the Deposit History dialog.'''
 
  
−
===General===
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
  
−
Batch Maintenance
 
−
:Eliminate EDBClient exception when deleting a batch with more than one item.
 
  
−
Company Restore
+
====Comparative Customer Sales====
−
:When restoring from a cloud backup, do not include DOC and SYS database backups.
 
−
:When restoring from a cloud backup, only include backups for the current company.
 
  
−
File Maintenance
+
====Customer Sales History====
−
:Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.
 
  
−
Reports
+
====Customer Sales by Job====
−
:Force uppercase on string selection fields.
 
  
−
System Form Maintenance
+
====Customer Sales by Product====
−
:'''When previewing form, show all copies if the form contains a COPIES parameter greater than 1.'''
 
  
−
System Menu
+
====Daily Plant Sales====
−
:'''Add "Release Locked Orders" option to System Maintenance->Utilities menu.'''
 
−
:'''Add ability to print Keystone News (web browser) contents.'''
 
−
:'''Add "Order Complete Notification" option to Dispatch Utilities menu.'''
 
  
−
Windows Client
+
====Product Sales====
−
:When setting up REST client, use only TLS protocol for secure (https) connections.
 
−
:When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.
 
  
−
===Services===
+
====Product Sales History====
  
−
Application Server
+
====Product Sales by Customer====
−
:Partially reverted 4.0.0.1 change for At Plant status:  When an active load status (begin load thru arrive plant) is received from a device for a truck that is not currently on an active load, change the status to Travel.
 
−
:'''Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.'''
 
  
−
Device Server
+
====Summary Sales====
−
:'''When sending mix design to ULINK, send field #42 (metric weights.)'''
 
  
−
Keystone REST Server (KServer)
+
:'''Add "Sales Territory" selection.'''
−
:'''Add support for "setparamdefer" on query fields.'''
 
−
:'''Add handling for CRUD update field values (old and new.)'''
 
−
:Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.
 
−
:Keystone Online Customer Portal API: Improvements to order request endpoints.
 
−
:Windows Client Dispatch Methods API: Add VoidLoadBringdown method.
 
−
:Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.
 
  
−
==Build 4.1.3 - 2/2/2022==
 
  
−
===Accounts Payable Module===
+
====Driver Report====
  
−
Federal & State 1099 Export
+
====Driver Report (Month End)====
−
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
 
  
−
===Payroll Module===
+
:'''Add "Driver Name" to the report.'''
  
−
Adjust Definition Balances
 
−
:'''Allow import for any definition.'''
 
−
:'''Allow import of transaction adjustment amount and factor values.'''
 
  
−
Tax Library
+
====Print Invoices====
−
:'''Updated to 2022-R2a version (MS state.)'''
 
  
−
===General===
+
====Re-Print Invoices====
  
−
System Menu
+
:'''When printing the product summary, list the mix product first.'''
−
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
 
  
−
===Services===
 
  
−
Application Server
+
===Quote Module===
−
:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
  
−
Device Aggregator
+
====Quote Maintenance====
−
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:When sending batch results to notification devices, do not send additional waters as ingredients.
 
  
−
Device Server
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''New layout for batch results when sending batch weights notification email.'''
 
−
:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
 
−
:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
 
−
:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
 
−
:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
 
−
:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
 
−
:Eliminate memory leak on shutdown.
 
−
:Eliminate memory leak for status devices.
 
−
:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)
 
  
−
Keystone REST Server (KServer)
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
−
:Fix Div() function to properly handle divide by zero.
 
  
−
==Build 4.1.2 - 1/14/2022==
+
:'''Add "margin warning" to Cost Estimator.'''
  
−
===Dispatch Module===
+
:'''Add "Default Tkt/Ord Products" system option.'''
  
−
Order Maintenance
+
:'''Add "Sales Territory" field.'''
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
 
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
 
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
 
  
−
System Map
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
−
:Fix issue where map would not start for some customers.
 
  
−
===Accounts Receivable Module===
 
  
−
Email Invoices
+
====Prospect Maintenance====
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
 
  
−
Plant Maintenance
+
====Quote Maintenance====
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
 
  
−
Setup Pending Prices
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
: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
 
−
:'''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===
 
===Accounts Payable Module===
  
−
Print 1099 Forms
+
====Email ACH Stubs====
−
:Fixed 1099-NEC form starting line for second and third forms.
+
 
−
:Removed 2020 warning message.
+
: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====
  
−
===General Ledger Module===
+
====Re-Export A/P ACH====
  
−
Import Transactions
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
 
  
−
===Payroll Module===
 
  
−
Print W-2 Forms<BR>
+
====1099 Audit List (Month End)====
−
Print W-3 Form
 
−
:Removed 2020 warning message.
 
  
−
Tax Library
+
====Federal & State 1099 Export====
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
 
  
−
===Quote Module===
+
:'''Add Division selection.'''
 +
 
 +
 
 +
====Handwritten Check Entry====
 +
 
 +
====Invoice Vouchering====
  
−
Quote 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 blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
 
  
−
===General===
 
  
−
Automatic Backup
+
====Print Checks====
−
:By default the automatic backup will now prompt the user before doing the backup.
 
  
−
Setup
+
====Re-Print Checks====
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
 
  
−
==Build 4.1.1 - 1/7/2022==
+
: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".
  
−
===Dispatch Module===
 
  
−
Print Orders
+
===Purchase Order Module===
−
:'''Add ability to print Usage Description field on form.'''
 
  
−
Ticket Printing
+
====Purchase Orders List====
−
: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===
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
  
−
Ticket Printing
 
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
−
===Quote Module===
+
===Cash Management Module===
  
−
Print Quotes
+
====Statement Reconciliation====
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
 
  
−
===Payroll Module===
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
  
−
Payroll Tax Library
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
 
  
−
Prepare Payroll
 
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 
  
 
===General===
 
===General===
  
−
Document Viewer
+
====Company Database====
−
:Add handling for multi-page PDF documents.
+
 
 +
:'''Updated to version 28.02.'''
 +
 
 +
 
 +
====System Menu====
 +
 
 +
:'''Delete user-related role assignments and security options when a user is deleted.'''
 +
 
 +
 
 +
====Windows Client====
  
−
Keystone Map
+
:'''Add events for item rename/merge.'''
−
:Fix map startup issue (endless loop during map initialization.)
+
 
−
:Eliminate double plot of calculated route.
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
System Menu
 
−
:'''When user is deleted, ask to delete associated system options.'''
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:Do not send dispatch events to notification devices for a voided load.
 
  
−
Device Server
+
:Setup relay server connection info only for the main Keystone server.
−
:'''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==
+
====Device Server====
  
−
===Important Note===
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
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.
+
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
  
−
===Accounts Receivable Module===
+
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
 +
 
 +
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
 +
 
 +
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
  
−
Customer Maintenance
+
:'''Add "Keystone Online" batch weight notification device.'''
−
:'''Add "Invoice Tkt Images" checkbox.'''
 
  
−
Email Invoices<BR>
 
−
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
+
====KServer External AICrete API v2====
−
:'''Add "Job Mix Year" to DOT tab.'''
 
  
−
Plant Maintenance
+
:'''New API for AICrete which requires authorization header.'''
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
 
  
−
===Quote Module===
 
  
−
Quote Maintenance
+
====KServer External SalesInsight API v2====
−
:'''Add "Job Mix Year" to DOT tab.'''
 
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
−
===Accounts Payable Module===
+
:'''New API for SalesInsight.'''
  
−
1099 State Maintenance
 
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
 
  
−
Federal & State 1099 Export
+
====KServer Keystone Online Customer Portal API====
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
−
Invoice Vouchering
 
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
 
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
====KServer Keystone Online Dashboard API====
−
:'''Add "1099 State" field to detail report.'''
 
  
−
Vendor Maintenance
+
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
−
:'''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
 
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
  
−
Web Portal Export/Filing
+
====KServer Keystone Online E-Ticketing API====
−
:'''New submenu added to the A/P menu.''''
 
  
−
===Payroll Module===
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
  
−
ACA 1094/1095 Export
 
−
:'''Updated for 2021.'''
 
  
−
Calculate Payroll
+
====KServer Windows Client A/R API====
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
  
−
Company Maintenance
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
  
−
Employee Maintenance
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
−
:'''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 for 2021.'''
 
  
−
Payroll Tax Library
+
====KServer Windows Client Device API v2====
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
−
:This option has been removed from the Payroll Year End menu.
 
  
−
Timecard Maintenance
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
−
===Services===
 
  
−
Device Aggregator
+
====Keystone REST Server (KServer)====
−
:'''Add Test Mode parameter for truck status processing.'''
 
  
−
Device Server
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
−
:'''Add Test Mode parameter for truck status processing.'''
 
−
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 5.2.x]]
 +
 +
[[Release Notes for Keystone 5.1.x]]
 +
 +
[[Release Notes for Keystone 5.0.x]]
 +
 +
[[Release Notes for Keystone 4.7.x]]
 +
 +
[[Release Notes for Keystone 4.6.x]]
 +
 +
[[Release Notes for Keystone 4.5.x]]
 +
 +
[[Release Notes for Keystone 4.4.x]]
 +
 +
[[Release Notes for Keystone 4.3.x]]
 +
 +
[[Release Notes for Keystone 4.2.x]]
  
 
[[Release Notes for Keystone 4.1.x]]
 
[[Release Notes for Keystone 4.1.x]]

Latest revision as of 18:55, 17 June 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

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


On Hand Inquiry

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


Order Maintenance

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


Schedule

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


Ticket Printing

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


Truck Demand Graph

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


Order Maintenance

Ticket Printing

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


Ticketing Module

On Hand Inquiry

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


Order Maintenance

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


Order Stack

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


Ticket Printing

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


Accounts Receivable Module

A/R Inquiry

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


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

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


Divisions Maintenance

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


Drivers Maintenance

Add "Start Date" field.


Email Invoices

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


Invoiced Tickets List (Month End)

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


Job Prices Maintenance

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


Open Ticket Stack

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


Print Invoices

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


Sales Territories List

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


Sales Territories Maintenance

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


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

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


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

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


Cash Posting Register

Cash Posting Register (Month End)

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


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

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


Quote Module

Quote Maintenance

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


Prospect Maintenance

Quote Maintenance

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


Accounts Payable Module

Email ACH Stubs

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


Select Invoices for Payment

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


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

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


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

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


Print Checks

Re-Print Checks

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


Purchase Order Module

Purchase Orders List

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


Cash Management Module

Statement Reconciliation

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


General

Company Database

Updated to version 28.02.


System Menu

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


Windows Client

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


Services

Application Server

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


Device Server

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


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

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


KServer Keystone Online Dashboard API

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


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

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


KServer Windows Client Device API v2

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


Keystone REST Server (KServer)

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

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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