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 4.3.7 - 1/27/2023==
+
==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===
 
===Accounts Payable Module===
  
−
A/P Federal & State 1099 Export
+
====Vendors Maintenance====
−
:'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)'''
 
  
−
===Payroll Module===
+
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
  
−
Tax Library
 
−
:'''Updated to version 2023-R2a.'''
 
  
 
===General===
 
===General===
  
−
DataScope
+
====Reports====
−
Query Export
+
 
−
:'''Queries created by the logged in user will always appear on the query list.'''
+
:'''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.'''
−
:'''Add "Created By" column to the query list.'''
+
 
−
:Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
+
 
 +
====Windows Client====
 +
 
 +
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
  
−
System Menu
 
−
:Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.
 
  
 
===Services===
 
===Services===
  
−
Device Server
+
====Application Server====
−
:Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)
 
  
−
Keystone REST Server (KServer)
+
:Fix zero cost issues with inventory reconciliation.
−
:Change method of determining database cache versions to improve performance.
 
  
−
==Build 4.3.6 - 1/24/2023==
 
  
−
===Accounts Receivable Module===
+
====KServer Keystone Online Dashboard API====
  
−
Customer Maintenance
+
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
−
:Fix exception "EDBClient Data is read only" when attempting to delete a customer.
 
  
−
Job Price List
+
==Release 5.2.0.0 - 12/4/2025==
−
:'''Add ability to print customer terms description on form (contact support if you need this.)'''
 
  
−
Product List
+
===New Feature===
−
:Print correct U/M when listing product components.
 
  
−
===Accounts Payable Module===
+
====Credit Card Fees====
  
−
Reprint Checks
+
:'''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 Vendor Sequence Code option to report sequence.'''
 
  
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Save Form Layouts====
−
:Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
 
  
−
Company Summary Report
+
:'''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.'''
−
:Fix totals for Social Security Gross not matching other payroll summary reports.
 
  
−
Setup Tax Codes
 
−
:'''Add drop-down list to Tax Library Id field.'''
 
−
:'''Add hint messages for local taxes.'''
 
  
−
===General===
+
====Visual Themes====
  
−
Windows Client
+
:'''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 system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
+
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
−
:Reduce CPU usage of common logging module.
+
:'''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.)'''
−
:Fix issue introduced in 4.2.6.27 when refreshing client cache.
+
:'''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.)'''
  
−
===Services===
 
  
−
Application Server
+
===Dispatch Module===
−
Device Aggregator
 
−
Device Server
 
−
Keystone REST Server (KServer)
 
−
:Reduce CPU usage of common logging module.
 
−
:Improve thread-safety of region-based functions.
 
  
−
Device Server
+
====Order List====
−
:Reduce CPU usage for scales that can be read a line at a time.
 
−
:Fix scale reading issue when server is stopped/started.
 
  
−
Keystone REST Server (KServer)
+
:Remove blank Report Sequence option.
−
:'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
 
  
−
==Build 4.3.5 - 1/13/2023==
 
  
−
===Accounts Receivable Module===
+
====Order Maintenance====
  
−
Job Price Maintenance
+
:Remove the MAP button next to the Delivery Instructions fields.
−
:Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
 
  
−
===Dispatch Module===
+
:'''Add a warning message when changing Job Id for an existing order.'''
  
−
Schedule
+
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
−
:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
 
  
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Schedule====
−
:Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
 
  
−
===Services===
+
:'''Add "Base Mix" as an optional schedule grid field.'''
  
−
Device Aggregator
+
:'''Added hint message for split orders.'''
−
:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
 
  
−
Keystone REST Server (KServer)
+
:'''Add "Show Status Hints" to Options menu.'''
−
:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
 
  
−
==Build 4.3.4 - 1/9/2023==
+
:'''Add "Status Hint Legend" to Options menu.'''
  
−
===Dispatch Module===
+
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
  
−
Order Maintenance
+
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
 
−
:Improve performance of contact query.
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
Ticket Printing
 
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====Order List====
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+
 
−
:Improve performance of contact query.
+
:Remove blank Report Sequence option.
  
−
Ticket Printing
 
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
−
:When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
====A/R Inquiry====
−
:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
 
  
−
Job Price Maintenance
+
:'''Add credit card fee/pay class to Payment History grid.'''
−
:Improve performance of contact query.
 
  
−
Setup Pending Prices
 
−
:Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
 
−
:Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
 
−
:'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
 
−
:'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
 
  
−
Ticket Maintenance
+
====Cash Posting Register====
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
===Inventory Module===
+
:'''Add "Session No" to selection criteria.'''
  
−
Purchase Receipts
 
−
:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
 
  
−
===Quote Module===
+
====Customer Prices Maintenance====
  
−
Quote Maintenance
+
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
−
:Improve performance of contact query.
 
  
−
===Accounts Payable Module===
 
  
−
Handwritten Check Entry
+
====Customer Sales by Job====
−
:For non-vouchered invoices, link P.O. receipts and generate product transactions.
+
 
 +
: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.'''
  
−
===Payroll Module===
 
  
−
Print 941 Schedule B
+
====Pay Class Maintenance====
−
:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
 
  
−
Print W-3 Form
+
:'''New option added to the A/R File Maintenance menu.'''
−
:'''Updated for 2022 (no changes from 2021.)'''
 
  
−
Tax Library
 
−
:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
 
  
−
===General===
+
====Products Maintenance====
  
−
File Maintenance
+
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
−
:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
 
  
−
===Services===
 
  
−
Keystone REST Server (KServer)
+
====Sales Tax Rates Maintenance====
−
:Fix memory leaks when running SELECT query while processing a PUT/POST method.
 
−
:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
 
−
:Driver API: Optimize Contacts query in notifyordercomplete endpoint.
 
−
:Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
 
−
:Quote API: Optimize Contacts query in Quote endpoint.
 
−
:Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
 
−
:Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
 
−
:Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
 
−
:Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
 
−
:Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
 
  
−
==Build 4.3.3 - 12/27/2022==
+
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
  
−
===Payroll Module===
 
  
−
Tax Library
+
====Ticket Maintenance====
−
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
 
  
−
===General===
+
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
  
−
Windows Client
+
:'''Ask for a Void Reason when using the F3 Void button.'''
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
 
  
−
===Services===
 
  
−
Keystone REST Server (KServer)
+
====Void Invoice====
−
:Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
 
−
:'''Add "Condition" property to AutoRun section of endpoint.'''
 
−
:Version API: Add endpoint condition for "logquerystats" endpoint.
 
−
:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
 
  
−
==Build 4.3.2 - 12/21/2022==
+
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
  
−
===Dispatch Module===
 
  
−
Order Maintenance
+
===Accounts Payable Module===
−
:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
 
  
−
Print Orders
+
====Email ACH Stubs====
−
:'''Add ability to print Zone Description the form.'''
 
  
−
Schedule
+
:'''New option added to the A/P Invoicing/Checks menu.'''
−
:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
 
  
−
===Ticketing Module===
 
  
−
Print Orders
+
====Federal & State 1099 Export====
−
:'''Add ability to print Zone Description the form.'''
 
  
−
Weigh Truck
+
:'''Updated for 2025.'''
−
:Force Truck Number to uppercase when adding a new truck on the fly.
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Inquiry
+
====Print 1099 Forms (Month End)====
−
Cash Posting
 
−
:Use "CASH" (uppercase) when the check number for a payment is blank.
 
  
−
Apply Service Charges
+
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
−
:Force A/R GL to uppercase when adding a new one on the fly.
 
−
:Force Svc Chg GL to uppercase when adding a new one on the fly.
 
−
:Force Exempt Code to uppercase when adding a new one on the fly.
 
  
−
Open Ticket Stack
 
−
:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
 
−
:The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
 
−
:Fix inability to change Tax Code after using F9 Edit Ticket.
 
  
−
Plant Maintenance
+
====Vendors Maintenance====
−
:Force Sys Loc to uppercase when adding a new one on the fly.
 
−
:Force Ship Group to uppercase when adding a new one on the fly.
 
  
−
Product Maintenance
+
:Fix typecast exception (Null->OleStr) when adding a new vendor.
−
:Force Tax Code to uppercase when adding a new one on the fly.
 
  
−
Void Invoice
 
−
:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
 
  
−
===Inventory Module===
+
====Handwritten Check Entry====
  
−
Inventory Reconciliation
+
====Invoice Vouchering====
−
:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
 
  
−
===Accounts Payable Module===
+
====Vendor Classes Maintenance====
  
−
Print Checks
+
====Vendors Maintenance====
−
:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
 
  
−
Vendor Maintenance
+
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
−
:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
 
  
−
===Cash Management Module===
 
  
−
Statement Reconciliation
+
===General Ledger Module===
−
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
 
  
−
===Payroll Module===
+
====Accounts Maintenance====
  
−
Setup Company
+
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
−
:Force State Code to uppercase when adding a new one on the fly.
 
  
−
Tax Library
 
−
:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
 
  
−
Timecard Maintenance
+
===System Menu===
−
:Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
 
  
−
===Job Cost Module===
+
====Option Maintenance====
  
−
Job Maintenance
+
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
−
:Force Job Group to uppercase when adding a new one on the fly.
 
  
−
Trx Type Maintenance
 
−
:Force Unit of Measure to uppercase when adding a new one on the fly.
 
  
 
===General===
 
===General===
  
−
Keystone Setup
+
====Company Database====
−
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
+
 
 +
:'''Updated to version 26.07.'''
  
−
System Menu
 
−
:Fix so Query and Location datasets are cached on the client.
 
−
:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
 
  
−
Windows Client
+
====Document Database====
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
 
  
−
===Services===
+
:'''Updated to version 2.01.'''
  
−
Application Server
 
−
:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
 
  
−
Device Aggregator
+
====Keystone Setup====
−
:Fix "Test Link" function crashing the client thread.
 
  
−
Keystone REST Server (KServer)
+
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
−
:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
 
  
−
==Build 4.3.1 - 11/27/2022==
+
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
  
−
===Accounts Payable Module===
 
  
−
Federal & State 1099 Export
+
====System Menu====
−
:'''Updated for tax year 2022.'''
 
−
:'''Remove IA_BEN payer element (not required for 2022.)'''
 
−
:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
 
−
:'''Add Vendor Id selection.'''
 
  
−
Print 1099 Forms
+
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
−
:'''Updated for tax year 2022.'''
 
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
 
  
−
===Payroll Module===
+
:'''Add Visual Theme selector icon to the top of the menu.'''
  
−
ACA 1094/1095 Export
+
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Federal & State W-2 Export
+
: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.
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Print W-2 Forms
+
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
−
:'''Updated for tax year 2022 (no changes.)'''
 
  
−
===Cash Management Module===
 
  
−
Statement Reconciliation
+
====Windows Client====
−
:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
 
  
−
==Build 4.3 - 11/18/2022==
+
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
  
−
===Dispatch Module===
+
:'''Add First/Last page buttons to the Document Viewer.'''
  
−
Order Maintenance
+
:'''Use search button in place of blue background for fields where F4 search is available.'''
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Event Date/Time" on the Events tab.
 
  
−
Schedule
+
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
−
:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
 
−
:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
 
  
−
Ticket Printing
+
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
−
===Ticketing Module===
 
  
−
Order Maintenance
+
===Services===
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Ticket Printing
+
====Application Server====
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
−
===Accounts Receivable Module===
+
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
  
−
A/R Inquiry<BR>
+
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
−
Cash Posting
 
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
 
  
−
Customer Price Maintenance
 
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Customer Maintenance
+
====Device Server====
−
:Improve performance of product lookup.
 
−
:Remove DOT tab (obsolete.)
 
  
−
Delivery Truck Log
+
: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.
−
:Do not include sales history from voided/reversal invoices.
 
  
−
Group Price Maintenance
 
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Job Price Maintenance
+
====KServer Dashboard API====
−
:Improve performance of product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" grid column.
 
−
:Zone and Product lookups to are now loaded only when the dropdown is clicked.
 
−
:'''Add state DOT field hint messages.'''
 
−
:Remove "Project Id" on DOT tab (obsolete.)
 
−
:Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:The setup parent job dialog will no longer load the lookup list of all jobs when shown.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Job Id field to 18 characters when copying a job.
 
  
−
Open Ticket Stack
+
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Plant Maintenance
+
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:Remove "Plant Identifier" on DOT tab (obsolete.)
 
−
:'''Add state DOT field hint messages.'''
 
−
:When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
 
−
:When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
 
  
−
Product Maintenance
 
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:'''Add state DOT field hint messages.'''
 
  
−
Quick Ticket Entry
+
====KServer Dispatch API v2====
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Sales Tax Rate Maintenance
+
:'''Add "NextToLoad" endpoint.'''
−
:'''Add splitter control to adjust heights of locality/rate grids.'''
 
−
:Increase default height of tax locality rate grid.
 
−
:Do not delete tax locality when tax locality structure record deleted.
 
  
−
Ticket Maintenance
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Load Date/Time" column on the Batch Weights tab.
 
−
:Widened dispatch times on the Times/Email tab.
 
−
:Fix issue where scale weight popup would not appear in certain cases.
 
  
−
Truck Maintenance
+
====KServer Driver API====
−
:Remove DOT tab (obsolete.)
 
  
−
Unit of Measure Maintenance
+
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
−
:'''Add state DOT field hint messages.'''
 
  
−
===Inventory Module===
 
  
−
Enter Inventory Balances<BR>
+
====KServer Keystone Online Back Office API====
−
Misc. Inv. Transactions<BR>
 
−
Physical Inventory Entry<BR>
 
−
Production Receipts<BR>
 
−
Purchase Receipts
 
−
:Improve performance of stocked product lookup.
 
  
−
Inventory Reconciliation
+
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
−
:Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
 
  
−
Inventory Transfers
+
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
−
:Improve performance of stocked product lookup.
 
−
:'''Add F4 search capability to Transfer In product.'''
 
  
−
===Quote Module===
+
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
  
−
Quote Maintenance
 
−
:'''Add state DOT field hint messages.'''
 
−
:Improve performance of product lookup.
 
−
:Improve performance of quote lookup by loading quotes for current prospect only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" products grid column.
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:Do not load list of all jobs at startup.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Quote Id field to 18 characters when copying a quote.
 
  
−
===Accounts Payable Module===
+
====KServer Keystone Online Customer Portal API====
  
−
Handwritten Check Entry
+
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
−
:When posting the batch, write check number to G/L transaction table.
 
  
−
Import Invoices
+
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
 
  
−
Print Checks
 
−
:Do not process void invoices with a non-zero To Pay amount.
 
  
−
Select Invoices for Payment
+
====Keystone REST Server (KServer)====
−
:Fix so saving changes does not update any void invoices.
 
  
−
===Cash Management Module===
+
:Fix "EFOpenError" exception during Keystone system installation.
  
−
Statement Reconciliation
+
:'''Modify KPPTranslate action to handle pay class fees.'''
−
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
 
  
−
===Payroll Module===
 
  
−
Employee Maintenance
+
====Keystone Relay====
−
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 
  
−
Tax Library
+
:Fix occasional crashes resulting from NullReferenceException.
−
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
 
  
−
===Purchase Order Module===
 
  
−
Purchase Order Maintenance<BR>
+
====Kserver Datatables API====
−
P.O. Receipt Maintenance
 
−
:Improve performance of vendor product lookup.
 
  
−
===General===
+
:'''Updated AP1099FORMBOX for 2025.'''
  
−
Setup
+
----
−
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
 
  
−
System Menu
+
[[Release Notes for Keystone 5.1.x]]
−
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
 
−
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
 
  
−
Windows Client
+
[[Release Notes for Keystone 5.0.x]]
−
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
 
−
:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
 
  
−
===Services===
+
[[Release Notes for Keystone 4.7.x]]
  
−
Device Aggregator
+
[[Release Notes for Keystone 4.6.x]]
−
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
 
  
−
Device Server
+
[[Release Notes for Keystone 4.5.x]]
−
:'''Completed implementation of the HaulHub batch weight notification device.'''
 
−
:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
 
−
:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
 
−
:Fix potential thread-safety issues.
 
−
:'''Add default root URL for Keystone Online Contact Notification device.'''
 
−
:All Keystone Online API calls now use "https" prefix by default.
 
  
−
Keystone REST Server (KServer)
+
[[Release Notes for Keystone 4.4.x]]
−
:'''Add ability to specify conditions for actions.'''
 
−
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
 
−
:'''Add "logquerystats" config file parameter.'''
 
−
:Stonemont QC API: Apply field truncations when posting data to avoid errors.
 
−
:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
 
−
:'''Windows Client Quote API: New API added.'''
 
  
−
----
+
[[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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