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 4.4 - 10/13/2023==
+
==Release 5.2.1.0 - 12/10/2025==
  
−
===New Features===
+
===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.'''
  
−
System-wide Events
 
−
:'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''
 
  
−
Online Payments
+
====Save Form Layouts====
−
:'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''
+
 
 +
:'''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.)'''
  
−
DOT E-Tickets
 
−
:'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Cash Payment Entry
+
====Order List====
−
:'''Add order event when a payment is posted.'''
 
  
−
Driver Hours Report
+
:Remove blank Report Sequence option.
−
:'''Add "Sequence Code" report sequence option.'''
 
  
−
Event Type Maintenance
 
−
:Option removed from Dispatch File Maintenance menu.
 
  
−
Order Audit Trail
+
====Order Maintenance====
−
:Adjustments made for new events and event types.
 
  
−
Order Maintenance
+
:Remove the MAP button next to the Delivery Instructions fields.
−
:Fix issue where plant default tax authority not set properly when adding a new order.
 
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
 
−
:'''Add "User Id" column to the ticket history grid.'''
 
−
:'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
 
−
:'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
 
−
:Allow deleting orders that have events.
 
−
:'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
 
−
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
 
−
:'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Print Orders
+
:'''Add a warning message when changing Job Id for an existing order.'''
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
 
  
−
Schedule
+
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
−
:'''Add "Void Ticket" button to start the option directly from the schedule.'''
+
 
 +
 
 +
====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.)
  
−
Ticket Printing
 
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
 
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====Order List====
−
:'''Add Events tab.'''
 
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Allow deleting orders that have events.
 
−
:'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
 
−
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Print Orders
+
:Remove blank Report Sequence option.
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
 
  
−
Ticket Printing
 
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
 
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
 
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Aged Trial Balance
+
====A/R Inquiry====
−
:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
+
 
 +
:'''Add credit card fee/pay class to Payment History grid.'''
 +
 
 +
 
 +
====Cash Posting Register====
 +
 
 +
:'''Add "Session No" to selection criteria.'''
 +
 
  
−
Cash Posting<BR>
+
====Customer Prices Maintenance====
−
Cash Posting Register
 
−
:'''Allowance Code field length increased to 10 characters.'''
 
  
−
Credit Card Pre-Approval
+
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
−
:Updated to use the new system-wide events.
 
  
−
Customer Maintenance
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Customer Price Maintenance
+
====Customer Sales by Job====
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
 
−
:Remove Customer Maintenance security requirements for adding new prices and deleting prices.
 
  
−
Driver List
+
:Fix overlap of long product code and product description.
−
:'''Add "License Type" field and "Sequence Code" report sequence option.'''
 
  
−
Driver Maintenance
 
−
:'''Add "License Type" and "Sequence Code" fields.'''
 
  
−
Driver Productivity Report
+
====Drivers List====
−
:'''Add "Sequence Code" report sequence option.'''
 
  
−
Group Price Maintenance
+
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''
 
  
−
Job Price Maintenance
 
−
:'''Add "Src" (price source) column to products grid.'''
 
−
:'''Add "DOT Job Mix Year" column to products grid.'''
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
 
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
 
−
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Job Prices List
+
====Email Invoices====
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
 
  
−
Owner List<BR>
+
: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.
−
Owner Maintenance
 
−
:'''Add "Insurance Exp" field.'''
 
  
−
Plant Maintenance
 
−
:'''Add "Zone" to Defaults tab.'''
 
−
:'''Add "Force Print Prices" to Ticketing tab.'''
 
−
:'''Add "Force Zone Required" to Ticketing tab.'''
 
  
−
Product Maintenance
+
====Job Prices Maintenance====
−
:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
 
−
:'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''
 
  
−
Sales Inquiry
+
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
−
:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
 
  
−
Ticket Maintenance
+
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
 
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
−
:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.
 
  
−
===Inventory Module===
 
  
−
Inventory Reconciliation
+
====Pay Class Maintenance====
−
:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
 
  
−
===Quote Module===
+
:'''New option added to the A/R File Maintenance menu.'''
  
−
Quote Maintenance
 
−
:'''Add an event when quote is emailed or printed.'''
 
−
:'''Add "Src" (price source) column to products grid.'''
 
−
:'''Add "DOT Job Mix Year" column to products grid.'''
 
−
:'''Add Events tab.'''
 
−
:'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
 
−
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
 
−
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
−
:'''Change events are recorded for the following contact level fields: Email.'''
 
  
−
Print Quotes
+
====Products Maintenance====
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
+
 
 +
: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===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry<BR>
+
====Email ACH Stubs====
−
Invoice Vouchering
+
 
−
:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
+
:'''New option added to the A/P Invoicing/Checks menu.'''
−
:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
+
 
 +
 
 +
====Federal & State 1099 Export====
 +
 
 +
:'''Updated for 2025.'''
 +
 
  
−
Invoice Batch List
+
====Print 1099 Forms (Month End)====
−
:'''Add "Qty" and "U/M" fields to J/C detail section.'''
 
  
−
Vendor Maintenance
+
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
−
:'''Add "Email P.O." option on the Contacts grid.'''
 
  
−
===Purchase Order Module===
 
  
−
Print Purchase Orders
+
====Vendors Maintenance====
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
 
  
−
Purchase Order Maintenance
+
:Fix typecast exception (Null->OleStr) when adding a new vendor.
−
:The "Ordered" field can no longer be left blank.
 
  
−
Purchase Receipt Entry<BR>
 
−
Purchase Receipt Maintenance
 
−
:'''Add date protection for "Date Rcvd" field.'''
 
−
:The "Date Rcvd" can no longer be left blank.
 
  
−
Setup Periods
+
====Handwritten Check Entry====
−
:'''New option added to Purchase Order Setup/Utilities menu.'''
+
 
 +
====Invoice Vouchering====
 +
 
 +
====Vendor Classes Maintenance====
 +
 
 +
====Vendors Maintenance====
 +
 
 +
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
 +
 
  
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Account Maintenance
+
====Accounts Maintenance====
−
:'''Add Events tab.'''
+
 
−
:'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''
+
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
 +
 
  
−
===Payroll Module===
+
===System Menu===
  
−
Employee Maintenance
+
====Option Maintenance====
−
:'''Add "License #" field.'''
+
 
 +
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
  
−
Tax Library
 
−
:'''Updated to version 2023-R11 (IN, OH states.)'''
 
  
 
===General===
 
===General===
  
−
Batch Maintenance
+
====Company Database====
−
:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
+
 
 +
:'''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.'''
 +
 
  
−
DataScope<BR>
+
====System Menu====
−
Query Export
 
−
:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
 
  
−
System Menu
+
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
−
:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
+
 
−
:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
+
:'''Add Visual Theme selector icon to the top of the menu.'''
−
:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
+
 
 +
:'''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
 
−
:Fix Help->Quick Support to work correctly with the new GivenHansco website.
 
  
 
===Services===
 
===Services===
  
−
Device Server
+
====Application Server====
−
:'''Finalized Holcim Cement dispatch notification device.'''
+
 
−
:'''Add several new fields to HaulHub dispatch event notification device.'''
+
:'''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.'''
  
−
Keystone REST Server (KServer)
+
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
−
:Add datatables "dotstates", "dothints" and "dotmatclass".
+
 
−
:Fix datatable parsing to properly represent null values.
+
 
−
:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
+
====Keystone REST Server (KServer)====
−
:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
+
 
−
:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
+
:Fix "EFOpenError" exception during Keystone system installation.
−
:Windows Client System Methods API: Add "getnexteventlink" endpoint.
+
 
 +
:'''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 4.3.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

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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

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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

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Release Notes for Keystone 2.4.x

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Release Notes for CompuCrete 1.8.x

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