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 5.2.1.0 - 12/10/2025==
−
<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 4.2.6 - 8/22/2022==
+
===Accounts Receivable Module===
 +
 
 +
====Customer Prices Maintenance====
 +
 
 +
:Fix issue where customer price records could not be deleted (introduced in 5.2.)
 +
 
 +
 
 +
====Re-Print Tickets====
 +
 
 +
:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
 +
 
 +
 
 +
====Print Invoices====
 +
 
 +
====Re-Print Invoices====
 +
 
 +
:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
  
−
===Payroll Module===
 
  
−
Tax Library
+
===Accounts Payable Module===
−
:'''Updated to 2022-R9 version.'''
+
 
 +
====Vendors Maintenance====
 +
 
 +
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
 +
 
  
 
===General===
 
===General===
  
−
Reports
+
====Reports====
−
:Resolve issue where "Print to PDF" would not work properly when clicking the F12 Print button on the preview window (introduced in 4.2.4.6.)
 
  
−
==Build 4.2.5 - 8/10/2022==
+
:'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.'''
 +
 
 +
 
 +
====Windows Client====
 +
 
 +
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
 +
 
 +
 
 +
===Services===
 +
 
 +
====Application Server====
 +
 
 +
:Fix zero cost issues with inventory reconciliation.
  
−
===Dispatch Module===
 
  
−
Ticket Printing
+
====KServer Keystone Online Dashboard API====
−
:'''Add "Clear" button to the right of the Qty On Board field of the ticket stub screen.'''
 
−
:'''Add additional DOT-specific fields to support HaulHub.'''
 
  
−
Truck Demand Graph
+
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
−
:Fix graph shows no results when one or more loads have a NULL plant number.
 
  
−
===Accounts Receivable Module===
+
==Release 5.2.0.0 - 12/4/2025==
  
−
Customer Maintenance
+
===New Feature===
−
:'''Add Products tab to setup list of products that this customer is restricted to.'''
 
−
:'''Add DOT tab.'''
 
−
:Remove "Default Job Id" field (introduced in 4.2.1.3.)
 
  
−
Customer Price Maintenance
+
====Credit Card Fees====
−
:'''Add Pending Price and Pending Date fields to price grid.'''
 
  
−
Email Invoices
+
:'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.'''
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Email Orders
 
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Email Statements
+
====Save Form Layouts====
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Group Price Maintenance
+
:'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.'''
−
:'''Add Pending Price and Pending Date fields to price grid.'''
 
  
−
Import Tickets
 
−
:'''Add support for importing tab-delimited text files.'''
 
  
−
Job Price Maintenance
+
====Visual Themes====
−
:'''Add Pending Price and Pending Date fields to detail grid.'''
 
  
−
Plant Maintenance
+
:'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
−
:'''Add new fields to DOT tab.'''
+
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
 +
:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
 +
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
 +
:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''
  
−
Print Statements
 
−
:Fix transaction statement type to respect the "Print Zero Balance Customers", "Print Paid Invoices" and "Print Cleared Invoices Since" options.
 
−
:'''Save "Print Void Invoices" checkbox on Setup tab from run to run.'''
 
  
−
Product Maintenance
+
===Dispatch Module===
−
:'''Add Pending Price and Pending Date fields to header area.'''
 
−
:'''Add Customers tab to setup list of customers that this product is restricted to.'''
 
  
−
Reprint Tickets
+
====Order List====
−
:'''Add "Invoice Number" and "Invoice Date" selection for invoiced tickets.'''
 
−
:Fix "Customer Class" selection not working.
 
  
−
Setup Pending Prices
+
:Remove blank Report Sequence option.
−
:Update Last Change Date/Time and User in job detail when job prices changed.
 
−
:Update Last Change Date/Time and User in quote detail when quote prices changed.
 
−
:'''Add PEND_COMMIT_SESSION field to record session number where price changes are committed permanently.'''
 
−
:'''Add PEND_LAST_CHANGE and PEND_LAST_USER fields to record the last change date/time and user whenever a pending price is added/changed.'''
 
−
:'''When displaying the prices in the grid, show prices that have existing pending dates at the top of the list.'''
 
−
:'''Change caption on Post button to "Commit Permanently" and color the button red.'''
 
−
:'''Add warning about unbilled tickets to the Commit Permanently button message.'''
 
−
:When a pending price is manually entered, set the pending price date.
 
−
:When a pending price is manually cleared, clear the pending price date.
 
  
−
Truck Maintenance
 
−
:'''Add DOT tab.'''
 
  
−
===Quote Module===
+
====Order Maintenance====
  
−
Quote Maintenance
+
:Remove the MAP button next to the Delivery Instructions fields.
−
:'''Add "Last Changed" and "Changed By" columns to Products grid.'''
 
−
:'''Add Pending Price and Pending Date fields to detail grid.'''
 
  
−
===Payroll Module===
+
:'''Add a warning message when changing Job Id for an existing order.'''
  
−
Email Direct Deposit Stubs
+
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
Tax Library
 
−
:'''Upgraded to version 2022-R8b.'''
 
  
−
===General===
+
====Schedule====
  
−
System Menu
+
:'''Add "Base Mix" as an optional schedule grid field.'''
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
System Option Maintenance
+
:'''Added hint message for split orders.'''
−
:'''Add "Printer Type Map" option to SYSTEM section.'''
 
  
−
Reports
+
:'''Add "Show Status Hints" to Options menu.'''
−
:'''Add generic printer type to session log when printing report.'''
 
−
:Fix issue with checklist selection criteria showing extra items when item descriptions contain semicolons.
 
−
:Add "message-id" header to SMTP mail message when emailing report to solve Google Mail issues.
 
  
−
===Services===
+
:'''Add "Status Hint Legend" to Options menu.'''
  
−
Application Server
+
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
−
:'''Add additional DOT-specific fields to support HaulHub.'''
 
−
:'''When validating batch weights, calculate the theoretical weight for each ingredient to support HaulHub.'''
 
  
−
Device Aggregator
+
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
−
:'''Add additional batch weight fields to support HaulHub when processing batch results.'''
 
  
−
Device Server
 
−
:'''Completed implementation of HaulHub batch weight notification device.'''
 
−
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
  
−
KServer
+
===Ticketing Module===
−
:Online Customer Portal API: Modify OrderRequest endpoint to replace delvDt field with delvDtStart and delvDTEnd fields.
 
−
:'''Windows Client AR API: Add "qryDOT" query to rdmARCustomer/cdsMaster endpoint.'''
 
  
−
==Build 4.2.4 - 7/18/2022==
+
====Order List====
  
−
===Dispatch Module===
+
:Remove blank Report Sequence option.
  
−
Order Maintenance
 
−
:When using View Order function from Schedule, change caption of Order Maintenance window to "View Dispatch Order."
 
−
:Don't display warning messages when closing View Order.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Reprint Tickets
+
====A/R Inquiry====
−
:Fix exception "EFOpenError: Could not open the form file" when checking the "Use Form COPIES" checkbox.
 
  
−
===Payroll Module===
+
:'''Add credit card fee/pay class to Payment History grid.'''
  
−
Tax Library
 
−
:'''Updated to 2022-R8 version.'''
 
  
−
===General===
+
====Cash Posting Register====
 +
 
 +
:'''Add "Session No" to selection criteria.'''
 +
 
 +
 
 +
====Customer Prices Maintenance====
 +
 
 +
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
  
−
File Maintenance
 
−
:Reset ViewOnlyMode when main form closes.
 
  
−
===Services===
+
====Customer Sales by Job====
  
−
Device Aggregator
+
:Fix overlap of long product code and product description.
−
:When a new client subscribes to a scale, it will now immediately return the last received weight from that scale (it won't wait until the scale weight changes.)
 
  
−
Keystone REST Server (KServer)
 
−
:'''Dispatch API v2: Add "JobLot" and "JobBlock" fields to Order object in ScheduleOrderLoads endpoint.'''
 
−
:'''FX API: Add "battolldsz" endpoint.'''
 
−
:FX API: Fix "battol" endpoint to return one record per day.
 
  
−
==Build 4.2.3 - 6/9/2022==
+
====Drivers List====
  
−
===Accounts Receivable Module===
+
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
  
−
Print Statements
 
−
:'''Add new "Transaction" statement type (contact support if you need this.)'''
 
  
−
===Purchase Order Module===
+
====Email Invoices====
  
−
Print Purchase Orders
+
:Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
−
:'''Add ability to print extended backordered amount (per line item) and backordered total (contact support if you need this.)'''
 
  
−
===Services===
 
  
−
Device Aggregator
+
====Job Prices Maintenance====
−
:Add additional diagnostic information when processing batch results.
 
  
−
Keystone REST Server (KServer)
+
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
−
:'''FX API: Add "battol" endpoint.'''
 
−
:Windows Client Quote Lookup API: Slight performance improvement to rdmQTQuote/cdsKey endpoint.
 
  
−
==Build 4.2.2 - 5/23/2022==
+
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
  
−
===Dispatch Module===
 
  
−
Cash Payment Entry
+
====Pay Class Maintenance====
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Order Maintenance
+
:'''New option added to the A/R File Maintenance menu.'''
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:When copying an order, do not copy these fields: LOCK_SESSION_NO, OC_EMAIL_STATUS and CC_REJECT_COUNT.
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
===Ticketing Module===
 
  
−
Order Maintenance
+
====Products Maintenance====
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Order Stack
+
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
−
:Fixed order Delivery Date column to include day of week (introduced in 4.0.)
 
−
:Changed order lookback default date to 3 months ago (was 1 month previously.)
 
  
−
===Accounts Receivable Module===
 
  
−
Cash Posting
+
====Sales Tax Rates Maintenance====
−
:Force Check Number to uppercase.
 
  
−
Job Price Maintenance
+
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
  
−
Open Ticket Stack
 
−
:Fix exception "EDatabaseError: cdsDocIdx_Link Field 'DOC_ID' not found".
 
−
:Fix Access Violation exceptions when putting individual tickets on hold.
 
−
:Keep all edited tickets visible on the grid until changes are saved/cancelled regardless of filter settings.
 
−
:Do not apply changes when Hold column double-clicked.
 
−
:Slight performance improvement when no ticket filters have been applied.
 
−
:Ignore double-click on Hold column (treat as single-click.)
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Plant Maintenance
+
====Ticket Maintenance====
−
:'''Add "Plant/Order" Tax Authority method option.'''
 
  
−
Quick Ticket Entry
+
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Ticket Maintenance
+
:'''Ask for a Void Reason when using the F3 Void button.'''
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
===Inventory Module===
 
  
−
Valuation Report
+
====Void Invoice====
−
:Obtain standard cost from product transactions.
 
  
−
===Quote Module===
+
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
  
−
Quote Maintenance
 
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Invoice Vouchering
+
====Email ACH Stubs====
−
:Fix exception "EDatabaseError: cdsDetail Dataset not in edit or insert mode".
+
 
 +
:'''New option added to the A/P Invoicing/Checks menu.'''
 +
 
 +
 
 +
====Federal & State 1099 Export====
 +
 
 +
:'''Updated for 2025.'''
 +
 
 +
 
 +
====Print 1099 Forms (Month End)====
 +
 
 +
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
 +
 
 +
 
 +
====Vendors Maintenance====
 +
 
 +
:Fix typecast exception (Null->OleStr) when adding a new vendor.
 +
 
 +
 
 +
====Handwritten Check Entry====
 +
 
 +
====Invoice Vouchering====
 +
 
 +
====Vendor Classes Maintenance====
 +
 
 +
====Vendors Maintenance====
 +
 
 +
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
 +
 
 +
 
 +
===General Ledger Module===
 +
 
 +
====Accounts Maintenance====
  
−
===Purchase Order Module===
+
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
  
−
Purchase Order Maintenance
 
−
:'''When emailing a P.O., add ability to select vendor purchasing contacts from a dropdown list.'''
 
  
−
===Payroll Module===
+
===System Menu===
  
−
Payroll Tax Library
+
====Option Maintenance====
−
:'''Updated to 2022-R6a version (AL, OK, UT states.)'''
 
  
−
===Cash Management Module===
+
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
  
−
Bank Account Maintenance
 
−
:Fix disrepancy between Current Balance and Statement Reconciliation Curent Balance.
 
  
 
===General===
 
===General===
  
−
Company Database
+
====Company Database====
−
:'''Upgraded to version 21.15.'''
+
 
 +
:'''Updated to version 26.07.'''
 +
 
 +
 
 +
====Document Database====
  
−
Reports
+
:'''Updated to version 2.01.'''
−
:Log selected printer name in session log when printing report.
+
 
−
:Eliminate exception when closing the report after cancelling the query.
+
 
 +
====Keystone Setup====
 +
 
 +
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
 +
 
 +
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
 +
 
 +
 
 +
====System Menu====
 +
 
 +
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
 +
 
 +
:'''Add Visual Theme selector icon to the top of the menu.'''
 +
 
 +
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
 +
 
 +
:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
 +
 
 +
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
 +
 
 +
 
 +
====Windows Client====
 +
 
 +
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
 +
 
 +
:'''Add First/Last page buttons to the Document Viewer.'''
 +
 
 +
:'''Use search button in place of blue background for fields where F4 search is available.'''
 +
 
 +
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
 +
 
 +
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
  
−
Windows Client
 
−
:'''Updated DevExpress library to version 20.2.14.'''
 
  
 
===Services===
 
===Services===
  
−
Device Server
+
====Application Server====
−
:'''Add support for Digital Fleet status interface.'''
+
 
 +
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
 +
 
 +
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
  
−
Keystone REST Server (KServer)
 
−
:Keystone Online Customer Portal API: Change CustomerInvoices endpoint to include original invoice amount (DebitAmt) and current discounted invoice balance (InvoiceBal.)
 
−
:Version API: Fix "cachegc" endpoint so that garbage collect procedure actually runs.
 
−
:Windows Client A/R API: Modify rdmARProduct/cdsQuotedJobProducts to add "process_parent_jobs" and "process_restricted" parameters.
 
  
−
==Build 4.2.1 - 5/6/2022==
+
====Device Server====
  
−
===Dispatch Module===
+
:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
 +
 
 +
 
 +
====KServer Dashboard API====
 +
 
 +
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
 +
 
 +
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
 +
 
 +
 
 +
====KServer Dispatch API v2====
 +
 
 +
:'''Add "NextToLoad" endpoint.'''
 +
 
 +
 
 +
====KServer Driver API====
  
−
Cash Payment Entry
+
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode" when clicking the Cancel button after previously entering and printing a payment receipt.
 
  
−
Order Maintenance
 
−
:When deleting an order, first check if there are associated tickets, if so display a message and abort.
 
−
:If the user blanks out the Unit Price, substitute zero as the value.
 
−
:Recalculate loads immediately when the Override Load Size is changed.
 
  
−
Schedule
+
====KServer Keystone Online Back Office API====
−
:When refreshing schedule data, silently ignore REST errors 12029 (cannot connect to server) and 12030 (server connection error.)
 
  
−
===General===
+
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
  
−
Windows Client
+
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
−
:Change default for "Application Server Ping Interval" option to 295 seconds.
 
−
:Do not retry on REST timeout errors (eliminates runaway condition for long-running queries.)
 
−
:Default REST request timeout increased to 60 seconds.
 
  
−
===Services===
+
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
  
−
Device Aggregator
 
−
:Handle case where device server opens a new connection where the previous connection is still considered "open" by the aggregator.
 
  
−
Device Server
+
====KServer Keystone Online Customer Portal API====
−
:'''For Trimble XML status interface, import "employee_code" as Driver Id.'''
 
  
−
Keystone REST Server (KServer)
+
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
−
:Backoffice A/R API: CustomerPayment endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Online Customer Portal API: OrderRequest endpoint - Mark date parameter as such to ensure only date portion is set.
 
−
:Windows Client System Device API v2: updatebatchstart endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client System Device API v2: loadautoreturn endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client Dispatch Methods API: VoidLoadBringdown endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
  
−
==Build 4.2 - 4/29/2022==
+
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
  
−
===New Feature===
 
  
−
'''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.'''
+
====Keystone REST Server (KServer)====
  
−
===Accounts Payable Module===
+
:Fix "EFOpenError" exception during Keystone system installation.
  
−
Check Register<BR>
+
:'''Modify KPPTranslate action to handle pay class fees.'''
−
MTD Check Register
 
−
:Adjust report layout to more closely resemble the old (non-generic) versions.
 
  
−
===General===
 
  
−
Generic Reports
+
====Keystone Relay====
−
:Report Sequence will now be saved from one run to the next.
 
  
−
System Options Maintenance
+
:Fix occasional crashes resulting from NullReferenceException.
−
:'''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===
 
  
−
Device Server
+
====Kserver Datatables API====
−
: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)
+
:'''Updated AP1099FORMBOX for 2025.'''
−
: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.
 
  
 
----
 
----
 +
 +
[[Release Notes for Keystone 5.1.x]]
 +
 +
[[Release Notes for Keystone 5.0.x]]
 +
 +
[[Release Notes for Keystone 4.7.x]]
 +
 +
[[Release Notes for Keystone 4.6.x]]
 +
 +
[[Release Notes for Keystone 4.5.x]]
 +
 +
[[Release Notes for Keystone 4.4.x]]
 +
 +
[[Release Notes for Keystone 4.3.x]]
  
 
[[Release Notes for Keystone 4.2.x]]
 
[[Release Notes for Keystone 4.2.x]]

Latest revision as of 19:39, 10 December 2025

Contents


NOTE: Items in bold type are NEW features.

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

Fix issue where customer price records could not be deleted (introduced in 5.2.)


Re-Print Tickets

Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.


Print Invoices

Re-Print Invoices

Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.


Accounts Payable Module

Vendors Maintenance

Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.


General

Reports

In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.


Windows Client

When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.


Services

Application Server

Fix zero cost issues with inventory reconciliation.


KServer Keystone Online Dashboard API

Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.


Save Form Layouts

There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.


Visual Themes

Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:
The default Keystone font now matches the standard Windows font (Segoe UI.)
Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)
Most icons have been visually improved especially on high-resolution 4K monitors.
File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)


Dispatch Module

Order List

Remove blank Report Sequence option.


Order Maintenance

Remove the MAP button next to the Delivery Instructions fields.
Add a warning message when changing Job Id for an existing order.
Add visual indicator when Slump is changed due to a product change on the order.


Schedule

Add "Base Mix" as an optional schedule grid field.
Added hint message for split orders.
Add "Show Status Hints" to Options menu.
Add "Status Hint Legend" to Options menu.
Add system option to cache schedule queries to improve performance in certain cases.
Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)


Ticketing Module

Order List

Remove blank Report Sequence option.


Accounts Receivable Module

A/R Inquiry

Add credit card fee/pay class to Payment History grid.


Cash Posting Register

Add "Session No" to selection criteria.


Customer Prices Maintenance

Add Standard Cost field to grid. Add ability to show/hide grid fields.


Customer Sales by Job

Fix overlap of long product code and product description.


Drivers List

When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.


Email Invoices

Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.


Job Prices Maintenance

When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.
Changes to the "Inactive" field will now be tracked as a field change event.


Pay Class Maintenance

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


Products Maintenance

When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.


Sales Tax Rates Maintenance

Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.


Ticket Maintenance

A warning message will be displayed if the Tax Authority field is left blank.
Ask for a Void Reason when using the F3 Void button.


Void Invoice

Added ability to select multiple invoices to void when using the "Void By Invoice" option.


Accounts Payable Module

Email ACH Stubs

New option added to the A/P Invoicing/Checks menu.


Federal & State 1099 Export

Updated for 2025.


Print 1099 Forms (Month End)

Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)


Vendors Maintenance

Fix typecast exception (Null->OleStr) when adding a new vendor.


Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

Allow bank account G/L accounts to be used in Expense G/L dropdown.


General Ledger Module

Accounts Maintenance

When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.


System Menu

Option Maintenance

Show preview of selected theme and apply to all active Keystone windows when accepted.


General

Company Database

Updated to version 26.07.


Document Database

Updated to version 2.01.


Keystone Setup

Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
Upgraded setup to use light/dark mode based on current Windows settings.


System Menu

The Entry/Processing submenu has been removed from the Payroll menu.
Add Visual Theme selector icon to the top of the menu.
When increased/decreased, the menu font size will now be saved for the currently logged in user and company.
When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
Fix issue where there is no Keystone icon in the taskbar during the initial login screen.


Windows Client

Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
Add First/Last page buttons to the Document Viewer.
Use search button in place of blue background for fields where F4 search is available.
In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
Add new options to File menu: "Reset Form Layout" and "Save Form Layout".


Services

Application Server

Modify PrepareRemoteDB to include the new A/R Pay Class table.
Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.


Device Server

When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.


KServer Dashboard API

Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.
Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.


KServer Dispatch API v2

Add "NextToLoad" endpoint.


KServer Driver API

Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)


KServer Keystone Online Back Office API

Modify "CustomerPayment" endpoint to create transactions for pay class fees.
Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.


KServer Keystone Online Customer Portal API

Modify "CustomerInvoices" endpoint to include pay class fee information.
Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.


Keystone REST Server (KServer)

Fix "EFOpenError" exception during Keystone system installation.
Modify KPPTranslate action to handle pay class fees.


Keystone Relay

Fix occasional crashes resulting from NullReferenceException.


Kserver Datatables API

Updated AP1099FORMBOX for 2025.

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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