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 4.5.5 - 3/14/2024==
+
==Build 5.0.2 - 5/30/2025==
  
===New Features===
+
===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.)
  
Dispatch Ticket Stack<BR>
+
Keystone Relay Server
Ticketing Ticket Stack
+
:Retry every 15 minutes if the connection to the relay service fails.
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
 
  
Invoice/Statement Forms by Division
+
==Build 5.0.1 - 5/23/2025==
:'''If you separate your A/R invoices by plant or division, you can now specify an invoice and/or statement form for each division. When printing invoices/statements, the system will automatically switch to the appropriate form for the current division. This eliminates the past requirement to run invoices/statements for each division separately.'''
 
  
 
===Dispatch Module===
 
===Dispatch Module===
 
Edit Ticket Times
 
:'''Add "Site Mins" optional grid column.'''
 
 
Export Tickets to Accounting
 
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)
 
 
Order Maintenance<BR>
 
Print Orders
 
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.
 
 
Order Maintenance<BR>
 
Ticket Maintenance<BR>
 
Ticket Printing
 
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 
  
 
Order Maintenance
 
Order Maintenance
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
+
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
 
 
Schedule
 
:'''Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.'''
 
:'''Add ability to go to previous day using the '-' key and the next day using the '+' key.'''
 
:'''Add order event when an order is set to Will Call or when a load is shipped on a will-call order (will-call is cleared.)'''
 
:'''Add Qty Delivered/Qty Ordered next to Plant Number in "Plt" column on schedule grid.'''
 
:'''Display order color description when hovering over the "Order" column.'''
 
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
 
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
 
 
 
Re-Print Tickets<BR>
 
Ticket Printing
 
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
 
 
 
Ticket Maintenance
 
:Fix to use correct security section when called from Ticket Stack.
 
 
 
Ticket Printing
 
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
 
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
 
 
 
Ticket Stack
 
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
 
 
 
===Ticketing Module===
 
 
 
Order Maintenance<BR>
 
Ticket Maintenance<BR>
 
Ticket Printing
 
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 
 
 
Order Maintenance
 
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
 
 
 
Order Stack
 
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
 
:Fix issue where you could get stuck in the Truck No. field on the stub screen after entering a non-existent truck.
 
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.
 
 
 
Re-Print Tickets<BR>
 
Ticket Printing
 
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
 
 
 
Ticket Printing
 
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
 
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.
 
 
 
Ticket Stack
 
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
Division Maintenance
+
Product Maintenance
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
+
:Fix issues looking up product codes containing plus signs (+).
 
 
Driver Maintenance
 
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''
 
 
 
Edit Open Ticket Times
 
:'''Add "Site Mins" optional grid column.'''
 
 
 
Email Invoices
 
:'''Add [DivisionName] tag to Setup page.'''
 
 
 
Import Tickets
 
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
 
 
 
Job Price Maintenance
 
:'''Track field change events for job Taxable and product Taxable fields.'''
 
 
 
Open Ticket Stack<BR>
 
Quick Ticket Entry<BR>
 
Ticket Maintenance
 
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 
 
 
Open Ticket Stack
 
:'''Add Ship To 2, 3 and 4 as well as Delv Inst 2, 3 and 4 as optional grid columns.'''
 
:'''Add Job Class as an optional grid column.'''
 
 
 
Print Invoices<BR>
 
Re-Print Invoices
 
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
 
:'''Add "Base Product" as a printable invoice field.'''
 
:'''Add "C.O.D." field to report selection criteria.'''
 
 
 
Print Statements
 
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
 
 
 
Re-Print Tickets
 
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''
 
 
 
===Accounts Payable Module===
 
 
 
1099 Audit List
 
:Apply form minimum amounts to state override values.
 
  
 
===General Ledger Module===
 
===General Ledger Module===
  
Account List
+
Import Payroll Transactions
:'''Add Division No. field to detail report (if appropriate.)'''
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
 
 
Trial Balance by Month
 
:'''Add "Print Commas in Amounts" user option.'''
 
 
 
===Payroll Module===
 
 
 
ACA 1094/1095 Export
 
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
 
 
 
Tax Library
 
:'''Updated to version 2024-R4 (MT state.)'''
 
  
 
===General===
 
===General===
  
System Menu
+
Company Database
:'''Add File Maintenance and File Lists submenus to Ticketing menu.'''
+
:Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
:'''Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.'''
+
:Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.
:'''Add Truck, Driver, Plant and Zone maintenance to Ticketing File Maintenance submenu.'''
 
:'''Add Truck, Driver, Plant and Zone file lists to Ticketing File Lists submenu.'''
 
:'''Modify "Add Company" option on System Maintenance->Companies submenu to add "Business Id" field.'''
 
:'''Add "Edit Company" option to System Maintenance->Companies submenu.'''
 
 
 
Windows Client
 
:When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."
 
  
 
===Services===
 
===Services===
 
Application Server
 
:Fix exception "arithmetic exception, numeric overflow or string truncation" when rebooking a quote to a job where new products were added to the quote and updating the order quantities.
 
  
 
Device Server
 
Device Server
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
+
: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)
 
Keystone REST Server (KServer)
:'''Add ability to specify a log condition and messages at the field level.'''
+
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''
+
: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.'''
  
==Build 4.5.4 - 2/9/2024==
+
Relay Server
 +
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
  
===Accounts Receivable Module===
+
==Build 5.0 - 5/1/2025==
  
Import Tickets
+
===New Features===
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
 
  
===General===
+
Keystone Relay
 
+
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
Company Database
 
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
 
 
 
===Services===
 
 
 
Device Server
 
:'''Add support for CarbonCure Dispatch Event Notification device.'''
 
:'''Add support for Digital Fleet XML Batch Control device.'''
 
:Change default root URL for Holcim/Concretely Dispatch Event Notification device.
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
:Add support for "TEST device configuration parameter for CarbonCure ticket export.
+
:Improved cache handling which eliminates extra database queries and is more performant.
:'''Online E-Ticketing API: Add "customstatuslist" endpoint.'''
+
:Require authorization header for most API calls.
:Windows Client A/R Report API: Filter out void tickets in "ARTicketIngredientExport" and "ARTicketIngredientList" queries.
 
:Windows Client Device API v2: Add additional fields to "dispatchevent" endpoint to support CarbonCure dispatch event notification device.
 
  
==Build 4.5.3 - 1/19/2024==
+
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===
 
===Dispatch Module===
  
Beginning of Day
+
End of Day<BR>
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)
+
Load Schedule Report<BR>
 +
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
 
Order Maintenance
:'''Add ability to select order form from a list when clicking the Print button.'''
+
: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.
  
Print Orders
+
System Map
:'''Add ability to select order form from a list.'''
+
: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===
 
===Ticketing Module===
  
Order Maintenance
+
End of Day<BR>
:'''Add ability to select order form from a list when clicking the Print button.'''
+
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.'''
  
Print Orders
+
Reprint Tickets
:'''Add ability to select order form from a list.'''
+
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
Plant Maintenance
+
Credit Card Pre-Approvals
:Prevent user from entering a "Last Tkt #" more than 7 digits.
+
:'''Log field change event for "Comment" field.'''
  
Quick Ticket Entry
+
Customer Maintenance
:'''Added Ticket Date as an optional grid column.'''
+
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
  
===Accounts Payable Module===
+
Customer Sales Report
 +
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
  
Invoice Vouchering
+
Import Tickets<BR>
:Fix bug where if you entered the same invoice number twice and then fixed it, when you tabbed out it would revert to the duplicate invoice number forcing you to change it twice instead of once.
+
Invoice Register<BR>
 +
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.
  
===Payroll Module===
+
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.
  
Certified Payroll Report
+
Print Invoices<BR>
:Remove employee address from report.
+
Reprint Invoices
:Increased width of Link Id column to 10 characters.
+
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
:Fixed Access Violation exception when the "Include Jobs without Payroll History" box was checked.
 
:Fixed Employee SSN not clearing when "Include Jobs without Payroll History" box was checked.
 
  
Tax Library
+
Print Statements
:'''Updated to version 2024-R2 (MD, ND states.)'''
+
: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.)
  
===General===
+
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.'''
  
Form Reports
+
Reprint Invoices
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
+
:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.
  
===Services===
+
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.)
  
Application Server
+
===Inventory Module===
:Fix bug when setting the last ticket number for a plant where it would never store the last used ticket number if no "Last Tkt #" was ever set in Plant Maintenance.
 
  
==Build 4.5.2 - 1/3/2024==
+
Inventory Transfers
 +
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
  
===Payroll Module===
+
===Quote Module===
  
Tax Library
+
Quote List
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
+
:'''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.'''
  
==Build 4.5.1 - 12/27/2023==
+
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.
  
===Dispatch Module===
+
===Accounts Payable Module===
  
Beginning of Day
+
Import Invoices
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
+
:'''Add ability to import due date.'''
  
===Ticketing Module===
+
===Cash Management Module===
  
Beginning of Day
+
Import C/M Transactions
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
+
: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.)
  
===Accounts Receivable Module===
+
===General Ledger Module===
 
 
Product Maintenance
 
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
 
:'''Add ingredient subtype for admixture ingredients: CO2.'''
 
  
Ticket Ingredient Export
+
Import Payroll Transactions
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
+
:'''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===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
+
:'''Updated to version 2025-R2.'''
  
 
===General===
 
===General===
  
Generic Reports
+
DataScope<BR>
:When calculating the report width take the total width of grouped fields into account.
+
Query Export
 +
:Fix exception "EDBClient" when deleting a query.
  
===Services===
+
Sales Tax
 +
:Modified sales tax calculation to properly handle a negative taxable amount.
  
Keystone REST Server (KServer)
+
Setup
:'''Add "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
+
:Delete obsolete files when updating an existing Keystone installation.
:'''Datatables: Add datatables for CarbonCure ticket export.'''
 
:'''Windows Client A/R Reports API: Add endpoints "ARTicketIngredientExport" and "ARTicketIngredientList" to support CarbonCure ticket export.'''
 
  
==Build 4.5 - 12/15/2023==
+
System Menu
 +
:Reduce delay when closing the menu.
 +
:Set a default password for the "ADMIN" user when installing a new system.
  
===Year End===
+
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.
  
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
+
===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.
  
===Dispatch Module===
+
Device Aggregator
 +
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
  
Order Maintenance
+
Device Server
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
+
:'''Add order location notify device for Keystone Online.'''
 +
:Change default product code length to 20 characters for ALL ULINK batch controls.
  
===Accounts Payable Module===
+
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.
  
1099 Audit List<BR>
+
----
1099 Class Maintenance<BR>
 
Federal & State 1099 Export
 
:'''Add support for 1099-DIV form.'''
 
  
1099 Audit List
+
[[Release Notes for Keystone 4.7.x]]
:Print form box numbers on the report instead of the internal box number value.
 
:'''Print form box description on the report.'''
 
  
1099 Class Maintenance
+
[[Release Notes for Keystone 4.6.x]]
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.
 
  
Federal & State 1099 Export
+
[[Release Notes for Keystone 4.5.x]]
:'''Add F4 search capability to Vendor Id selection criteria.'''
 
 
 
===Payroll Module===
 
 
 
Tax Library
 
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
 
 
 
===Services===
 
 
 
Keystone REST Server (KServer)
 
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
 
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
 
 
 
----
 
  
 
[[Release Notes for Keystone 4.4.x]]
 
[[Release Notes for Keystone 4.4.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.

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