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 4.4.3 - 12/12/2023==
+
==Build 5.0.2 - 5/30/2025==
  
−
===Year-End===
+
===Services===
−
 
 
−
:'''This version includes updates for A/P and Payroll year-end tax filings as well as 2024 payroll tax changes that are currently available. Please check frequently for further updates.'''
 
−
 
 
−
===Dispatch Module===
 
−
 
 
−
Beginning of Day
 
−
:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
 
−
:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
 
−
 
 
−
Ticket Printing
 
−
:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
 
−
 
 
−
===Ticketing Module===
 
−
 
 
−
Beginning of Day
 
−
:Preserve the following tables at the remote site: CCTUSERROLE, CCTEVENT, CCTEVENTTYPE.
 
−
:Preserve the following generators at the remote site: GEN_CCSESSION, GEN_CCEVENTLINK, GEN_CCEVENTTYPEKEY.
 
−
 
 
−
Ticket Printing
 
−
:'''Add new "PRESERVEQUERIES" system option to control whether custom queries are preserved at the remote plant or copied from the office.'''
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
Prepare Remote Ticketing Data
 
−
:Include tables CCTQUERY and CCTQUERYFLD.
 
−
 
 
−
===Accounts Payable Module===
 
−
 
 
−
1099 Audit List
 
−
:'''Now includes the "1099 Amounts" from vendor maintenance as well as new fields for state information.'''
 
−
:'''Add "TIN Type" and "Account No." fields to the report.'''
 
−
 
 
−
Print 1099 Forms
 
−
:This option will display a warning if used for tax years 2023 and beyond, since Keystone no longer prints 1099 forms.
 
−
 
 
−
Vendor Maintenance
 
−
:Now requires Tax Id #, Type of TIN and Account No fields to be specified if a 1099 Class is specified.
 
  
−
===Payroll Module===
+
Application Server
 +
:Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)
  
−
Federal W-2C (Corrections) Export
+
Keystone Relay Server
−
:'''New option added to the Web Portal Export/Filing menu (please contact support if you need to use this.)'''
+
:Retry every 15 minutes if the connection to the relay service fails.
  
−
Print W-2 Forms
+
==Build 5.0.1 - 5/23/2025==
−
:The dot-matrix/laser W-2 forms have been removed since Keystone no longer prints W-2 forms. However the W-2 Audit List is still available.
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2024-R1 (FIT, AR, CA, KY, MA states, CA SDI.)'''
 
−
 
 
−
==Build 4.4.2 - 11/28/2023==
 
−
 
 
−
===Services===
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:Windows Client Device API v2: Modify "VehicleStatusUpdate" query in "dispatchevent" endpoint to use projected load LOAD_NO field as the value of the LoadNumber field.
 
−
 
 
−
==Build 4.4.1 - 11/10/2023==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Mix Design Maintenance
+
Order Maintenance
−
:Fix product search issues in mix design.
+
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
−
 
 
−
Schedule
 
−
:Fix exception "cdsKey: Cannot perform this operation on a closed dataset" when using the "Quick Ticket" option.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
 
Product Maintenance
 
Product Maintenance
−
:Fix product search issues in mix design.
+
:Fix issues looking up product codes containing plus signs (+).
  
−
===Accounts Payable Module===
+
===General Ledger Module===
−
 
 
−
Enter A/P Balances<BR>
 
−
Handwritten Check Entry<BR>
 
−
Invoice Vouchering
 
−
:Fix foreign key exception when J/C U/M is entered on the distribution screen and then blanked out.
 
  
−
Print Checks
+
Import Payroll Transactions
−
:When errors occur during preview/print the "First Check No." will now be reset properly.
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
−
 
 
−
===Payroll Module===
 
−
 
 
−
Tax Library
 
−
:'''Updated to version 2023-R12 (2024 Federal Social Security wage base.)'''
 
  
 
===General===
 
===General===
  
−
Form Reports
+
Company Database
−
:When emailing a form using the Email button, do not display the second email dialog.
+
:Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
 +
:Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.
  
 
===Services===
 
===Services===
  
 
Device Server
 
Device Server
−
:Fix HaulHub Dispatch Event notification device to support all states listed in the 4.4 release notes.
+
:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
 +
:'''Add "GA" as a supported state for HaulHub.'''
  
−
==Build 4.4 - 10/13/2023==
+
Keystone REST Server (KServer)
 +
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
 +
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
 +
:Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
 +
:'''Datatables API: Add "GA" to the "dotstates" data table.'''
 +
 
 +
Relay Server
 +
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
 +
 
 +
==Build 5.0 - 5/1/2025==
  
 
===New Features===
 
===New Features===
  
−
System-wide Events
+
Keystone Relay
−
:'''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. '''
+
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
  
−
Online Payments
+
Keystone REST Server (KServer)
−
:'''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.)'''
+
:Improved cache handling which eliminates extra database queries and is more performant.
 +
:Require authorization header for most API calls.
  
−
DOT E-Tickets
+
Security Improvements
−
:'''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.)'''
+
:Changed default passwords for all Interbase users.
 +
:Removed several Interbase users that are no longer needed.
 +
:Implemented a new algorithm for the Keystone security code.
 +
:Store login passwords as salted hashes instead of encrypted passwords within the database.
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Cash Payment Entry
+
End of Day<BR>
−
:'''Add order event when a payment is posted.'''
+
Load Schedule Report<BR>
−
 
+
Order List
−
Driver Hours Report
+
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
−
:'''Add "Sequence Code" report sequence option.'''
 
−
 
 
−
Event Type Maintenance
 
−
:Option removed from Dispatch File Maintenance menu.
 
−
 
 
−
Order Audit Trail
 
−
:Adjustments made for new events and event types.
 
  
 
Order Maintenance
 
Order Maintenance
−
:Fix issue where plant default tax authority not set properly when adding a new order.
+
:When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
+
:When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
+
:When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
−
:'''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
+
Reprint Tickets
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
  
 
Schedule
 
Schedule
−
:'''Add "Void Ticket" button to start the option directly from the schedule.'''
+
:Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
 +
:Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
 +
:When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
 +
:Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
 +
:Do not allow a truck to be swapped to itself.
  
−
Ticket Printing
+
System Map
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
+
:Fix END point of directions to show actual address of the end point of the route.
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
:When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
−
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
+
:Fix several issues with Route map display failing to appear.
−
:'''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
+
End of Day<BR>
−
:'''Add Events tab.'''
+
Order List
−
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
+
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
−
:'''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
+
On-Hand Inquiry
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''
+
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
  
−
Ticket Printing
+
Reprint Tickets
−
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
+
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
−
:'''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
+
Credit Card Pre-Approvals
−
:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
+
:'''Log field change event for "Comment" field.'''
−
 
 
−
Cash Posting<BR>
 
−
Cash Posting Register
 
−
:'''Allowance Code field length increased to 10 characters.'''
 
−
 
 
−
Credit Card Pre-Approval
 
−
:Updated to use the new system-wide events.
 
  
 
Customer Maintenance
 
Customer Maintenance
−
:'''Add Events tab.'''
+
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
−
:'''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
 
−
:'''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
 
−
:'''Add "License Type" field and "Sequence Code" report sequence option.'''
 
−
 
 
−
Driver Maintenance
 
−
:'''Add "License Type" and "Sequence Code" fields.'''
 
  
−
Driver Productivity Report
+
Customer Sales Report
−
:'''Add "Sequence Code" report sequence option.'''
+
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
  
−
Group Price Maintenance
+
Import Tickets<BR>
−
:'''Add Events tab.'''
+
Invoice Register<BR>
−
:'''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.'''
+
Invoiced Tickets List<BR>
 +
MTD Invoice Register<BR>
 +
Pre-Billing Audit List<BR>
 +
Ticket Activity Report<BR>
 +
Zero Price Tickets Report
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
 
Job Price Maintenance
 
Job Price Maintenance
−
:'''Add "Src" (price source) column to products grid.'''
+
:Fixed exception when deleting a job.
−
:'''Add "DOT Job Mix Year" column to products grid.'''
+
:When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
−
:'''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
+
Print Invoices<BR>
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''
+
Reprint Invoices
 +
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
  
−
Owner List<BR>
+
Print Statements
−
Owner Maintenance
+
:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
−
:'''Add "Insurance Exp" field.'''
+
:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)
−
 
 
−
Plant Maintenance
 
−
:'''Add "Zone" to Defaults tab.'''
 
−
:'''Add "Force Print Prices" to Ticketing tab.'''
 
−
:'''Add "Force Zone Required" to Ticketing tab.'''
 
  
 
Product Maintenance
 
Product Maintenance
−
:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
+
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
−
:'''Add Events tab.'''
+
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
−
:'''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
+
Reprint Invoices
−
:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)
+
:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.
  
−
Ticket Maintenance
+
Ticket Inquiry
−
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
+
:Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
−
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
+
:Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)
−
:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.
 
  
 
===Inventory Module===
 
===Inventory Module===
  
−
Inventory Reconciliation
+
Inventory Transfers
−
:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.
+
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
  
 
===Quote Module===
 
===Quote Module===
 +
 +
Quote List
 +
:'''Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".'''
 +
:'''Add selection by File #.'''
 +
:'''Add File # column to summary/detail reports.'''
  
 
Quote Maintenance
 
Quote Maintenance
−
:'''Add an event when quote is emailed or printed.'''
+
:When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
−
:'''Add "Src" (price source) column to products grid.'''
+
:When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
−
:'''Add "DOT Job Mix Year" column to products grid.'''
+
:When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
−
:'''Add Events tab.'''
+
:The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.
−
:'''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
 
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry<BR>
+
Import Invoices
−
Invoice Vouchering
+
:'''Add ability to import due date.'''
−
:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
 
−
:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
 
−
 
 
−
Invoice Batch List
 
−
:'''Add "Qty" and "U/M" fields to J/C detail section.'''
 
−
 
 
−
Vendor Maintenance
 
−
:'''Add "Email P.O." option on the Contacts grid.'''
 
−
 
 
−
===Purchase Order Module===
 
−
 
 
−
Print Purchase Orders
 
−
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
 
−
 
 
−
Purchase Order Maintenance
 
−
:The "Ordered" field can no longer be left blank.
 
  
−
Purchase Receipt Entry<BR>
+
===Cash Management Module===
−
Purchase Receipt Maintenance
 
−
:'''Add date protection for "Date Rcvd" field.'''
 
−
:The "Date Rcvd" can no longer be left blank.
 
  
−
Setup Periods
+
Import C/M Transactions
−
:'''New option added to Purchase Order Setup/Utilities menu.'''
+
:The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)
  
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Account Maintenance
+
Import Payroll Transactions
−
:'''Add Events tab.'''
+
:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
−
:'''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.'''
+
:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''
  
 
===Payroll Module===
 
===Payroll Module===
−
 
−
Employee Maintenance
 
−
:'''Add "License #" field.'''
 
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2023-R11 (IN, OH states.)'''
+
:'''Updated to version 2025-R2.'''
  
 
===General===
 
===General===
−
 
−
Batch Maintenance
 
−
:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.
 
  
 
DataScope<BR>
 
DataScope<BR>
 
Query Export
 
Query Export
−
:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.
+
:Fix exception "EDBClient" when deleting a query.
 +
 
 +
Sales Tax
 +
:Modified sales tax calculation to properly handle a negative taxable amount.
 +
 
 +
Setup
 +
:Delete obsolete files when updating an existing Keystone installation.
  
 
System Menu
 
System Menu
−
:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
+
:Reduce delay when closing the menu.
−
:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
+
:Set a default password for the "ADMIN" user when installing a new system.
−
:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.
 
  
 
Windows Client
 
Windows Client
−
:Fix Help->Quick Support to work correctly with the new GivenHansco website.
+
:Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
 +
:Ensure that the Application Server "ping" is executed once per client application.
  
 
===Services===
 
===Services===
 +
 
 +
Application Server
 +
:Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
 +
:Notify KServer when a company is added/deleted/changed.
 +
:Ensure that the Plant Id is always specified when changing a load status to Begin Load.
 +
:When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
 +
:When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.
 +
 +
Device Aggregator
 +
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
  
 
Device Server
 
Device Server
−
:'''Finalized Holcim Cement dispatch notification device.'''
+
:'''Add order location notify device for Keystone Online.'''
−
:'''Add several new fields to HaulHub dispatch event notification device.'''
+
:Change default product code length to 20 characters for ALL ULINK batch controls.
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Add datatables "dotstates", "dothints" and "dotmatclass".
+
:'''Add "KCompanyReset" action.'''
−
:Fix datatable parsing to properly represent null values.
+
:'''Add "validate" parameter to "KDBRestore" action.'''
−
:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
+
:Fix "ClearCaches" action.
−
:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
+
:Fix "NextEndPoint" action to support cross-authorization endpoints.
−
:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
+
:Limit maximum number of request threads to 16 (reduces resource usage.)
−
:Windows Client System Methods API: Add "getnexteventlink" endpoint.
+
:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
 +
:Rollback all database changes for the request if an "exception" action was executed.
 +
:Improve reliability of startup/shutdown.
 +
:'''Driver API: Add "notifyorderlocation" endpoint.'''
 +
:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
 +
:'''External AICrete API v2: New API for AICrete which requires authorization header.'''
 +
:'''External AICrete Datatables: Common datatables unit for AICrete APIs.'''
 +
:'''External Salesforce API v2: New API for Salesforce which requires authorization header.'''
 +
:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
 +
:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
 +
:Keystone Online APIs: Now require authorization header.
 +
:Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
 +
:Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
 +
:'''Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.'''
 +
:'''Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."'''
 +
:Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
 +
:Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
 +
:Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
 +
:'''Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.'''
 +
:'''Windows Client System Database API: Add "companyreset" endpoint.'''
 +
:'''Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.'''
 +
:Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.
  
 
----
 
----
 +
 +
[[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 02:32, 31 May 2025


NOTE: Items in bold type are NEW features.

Build 5.0.2 - 5/30/2025

Services

Application Server

Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)

Keystone Relay Server

Retry every 15 minutes if the connection to the relay service fails.

Build 5.0.1 - 5/23/2025

Dispatch Module

Order Maintenance

When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.

Accounts Receivable Module

Product Maintenance

Fix issues looking up product codes containing plus signs (+).

General Ledger Module

Import Payroll Transactions

When importing G/L transactions include only the transactions for the payroll run number being imported.

General

Company Database

Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.

Services

Device Server

For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
Add "GA" as a supported state for HaulHub.

Keystone REST Server (KServer)

Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
Datatables API: Add "GA" to the "dotstates" data table.

Relay Server

Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.

Build 5.0 - 5/1/2025

New Features

Keystone Relay

New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.

Keystone REST Server (KServer)

Improved cache handling which eliminates extra database queries and is more performant.
Require authorization header for most API calls.

Security Improvements

Changed default passwords for all Interbase users.
Removed several Interbase users that are no longer needed.
Implemented a new algorithm for the Keystone security code.
Store login passwords as salted hashes instead of encrypted passwords within the database.

Dispatch Module

End of Day
Load Schedule Report
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Order Maintenance

When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Reprint Tickets

Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.

Schedule

Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
Do not allow a truck to be swapped to itself.

System Map

Fix END point of directions to show actual address of the end point of the route.
When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
Fix several issues with Route map display failing to appear.

Ticketing Module

End of Day
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

On-Hand Inquiry

Orders, In-Stock and Available fields now reflect today's orders and future orders.

Reprint Tickets

Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.

Accounts Receivable Module

Credit Card Pre-Approvals

Log field change event for "Comment" field.

Customer Maintenance

Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.

Customer Sales Report

Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."

Import Tickets
Invoice Register
Invoiced Tickets List
MTD Invoice Register
Pre-Billing Audit List
Ticket Activity Report
Zero Price Tickets Report

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Job Price Maintenance

Fixed exception when deleting a job.
When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Print Invoices
Reprint Invoices

Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.

Print Statements

Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)

Product Maintenance

Fix to update the "Profit" value on the Mix Design tab when moving between products.
Required and Orders fields on the Inventory tab now reflect today's orders and future orders.

Reprint Invoices

When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.

Ticket Inquiry

Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)

Inventory Module

Inventory Transfers

Fix to no longer adjust the "Qty On Order" of either product when posting the batch.

Quote Module

Quote List

Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".
Add selection by File #.
Add File # column to summary/detail reports.

Quote Maintenance

When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.

Accounts Payable Module

Import Invoices

Add ability to import due date.

Cash Management Module

Import C/M Transactions

The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)

General Ledger Module

Import Payroll Transactions

Add the "payrollRunType" field to the payroll run drop-down list.
Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.

Payroll Module

Tax Library

Updated to version 2025-R2.

General

DataScope
Query Export

Fix exception "EDBClient" when deleting a query.

Sales Tax

Modified sales tax calculation to properly handle a negative taxable amount.

Setup

Delete obsolete files when updating an existing Keystone installation.

System Menu

Reduce delay when closing the menu.
Set a default password for the "ADMIN" user when installing a new system.

Windows Client

Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
Ensure that the Application Server "ping" is executed once per client application.

Services

Application Server

Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
Notify KServer when a company is added/deleted/changed.
Ensure that the Plant Id is always specified when changing a load status to Begin Load.
When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.

Device Aggregator

Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.

Device Server

Add order location notify device for Keystone Online.
Change default product code length to 20 characters for ALL ULINK batch controls.

Keystone REST Server (KServer)

Add "KCompanyReset" action.
Add "validate" parameter to "KDBRestore" action.
Fix "ClearCaches" action.
Fix "NextEndPoint" action to support cross-authorization endpoints.
Limit maximum number of request threads to 16 (reduces resource usage.)
Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
Rollback all database changes for the request if an "exception" action was executed.
Improve reliability of startup/shutdown.
Driver API: Add "notifyorderlocation" endpoint.
Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
External AICrete API v2: New API for AICrete which requires authorization header.
External AICrete Datatables: Common datatables unit for AICrete APIs.
External Salesforce API v2: New API for Salesforce which requires authorization header.
External Stonemont API v2: New API for Stonemont which requires authorization header.
External Stonemont Datatables: Common datatables unit for Stonemont APIs.
Keystone Online APIs: Now require authorization header.
Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.
Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.
Windows Client System Database API: Add "companyreset" endpoint.
Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.
Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.

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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