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 4.5.6 - 4/3/2024==
+
==Release 5.2.1.0 - 12/10/2025==
  
−
===Dispatch Module===
+
===Accounts Receivable Module===
  
−
Ticket Maintenance
+
====Customer Prices Maintenance====
−
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 
  
−
===Ticketing Module===
+
:Fix issue where customer price records could not be deleted (introduced in 5.2.)
  
−
Ticket Maintenance
 
−
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 
  
−
===Accounts Receivable Module===
+
====Re-Print Tickets====
  
−
A/R Inquiry<BR>
+
: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.
−
Cash Posting
 
−
:Fix to use selected invoice/statement form when printing invoice/statement (introduced in 4.5.5.)
 
  
−
Customer Maintenance
 
−
:Fix to use selected statement form when printing statement (introduced in 4.5.5.)
 
  
−
Driver Maintenance
+
====Print Invoices====
−
:Highlight invalid email address on the Call-In tab.
 
−
:Verify that the correct fields are filled in on the Call-In tab when saving changes.
 
  
−
Email Invoices
+
====Re-Print Invoices====
−
:Fix to use invoice form specified on Setup tab when emailing invoices (introduced in 4.5.5.)
 
  
−
Email Statements
+
: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.
−
:Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)
 
  
−
Import Tickets
 
−
:'''Add ability to convert from one unit of measure to another during batch ticket import.'''
 
  
−
Product Maintenance
+
===Accounts Payable Module===
−
:'''Add new product types: Asphalt, Block.'''
 
−
:Significant performance improvement particularly with a large number of products.
 
−
:Limit product lookup list/search list to a maximum of 200 products.
 
−
:Fix F4 search issue in G/L account dropdown lists where the wrong account types were shown.
 
  
−
Ticket History Inquiry<BR>
+
====Vendors Maintenance====
−
Ticket Maintenance
 
−
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 
  
−
===Accounts Payable Module===
+
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
  
−
Print Checks
 
−
:'''Add system option to control whether to ignore warnings (contact support if you need to be able to set the Check Date prior to the Invoice Date.)'''
 
  
 
===General===
 
===General===
  
−
Form Reports
+
====Reports====
−
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''
+
 
 +
:'''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===
 
===Services===
  
−
Device Aggregator
+
====Application Server====
−
:Send Keystone Online Business Id (from Keystone company table) as part of device messages.
 
  
−
Device Server
+
:Fix zero cost issues with inventory reconciliation.
−
:'''Add dispatch event notification device for HaulHub Aggregate tickets.'''
 
−
:Keystone Online Batch Weight Notification: Send "BusinessId" field if specified in Keystone Company Maintenance.
 
−
:Digital Fleet/Integra XML Batch Ticket: Fix UTC time to incorporate daylight savings time if appropriate for the date being converted.
 
  
−
Keystone REST Server (KServer)
 
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to limit number of returned records (default is 200.)
 
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to sort the invoices descending by invoice date and invoice number.
 
−
:'''Online Customer Portal API: Add "Overflow" field to CustomerInvoices endpoint.'''
 
−
:'''Online E-Ticket API: Add "Active" field and "IncludeInactive" query parameter to DriverList endpoint.'''
 
−
:'''Windows Client A/R Lookup API: Add endpoints: rdmARProduct/cdsLookupSubset, rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior, rdmARProduct/cdsSearchSubset, rdmARProduct/cdsLookupExact.'''
 
−
:'''Windows Client A/R Lookup API: Add endpoints: rdmARJobPrice/cdsLookupExact, rdmARJobPrice/cdsLookupSubset, rdmARJobPrice/cdsLookupFirst, rdmARJobPrice/cdsLookupLast, rdmARJobPrice/cdsLookupNext, rdmARJobPrice/cdsLookupPrior.'''
 
−
:'''Windows Client A/R Lookup API: Add endpoints: rdmARPlantTicket/cdsTicketSearch, rdmARSales/cdsTicketSearch, rdmARTicket/cdsTicketSearch.'''
 
−
:Windows Client A/R Lookup API: Remove endpoints: rdmARJobPrice/cdsKeyNext, rdmARJobPrice/cdsKeyPrior, rdmARJobPrice/cdsKeyUser.
 
−
:Windows Client System Device API v2: Modify "dispatchevent" endpoint to support sending aggregate tickets to HaulHub.
 
−
:'''Add "KUMConvert" function.'''
 
  
−
==Build 4.5.5 - 3/14/2024==
+
====KServer Keystone Online Dashboard API====
  
−
===New Features===
+
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
  
−
Dispatch Ticket Stack<BR>
+
==Release 5.2.0.0 - 12/4/2025==
−
Ticketing Ticket Stack
+
 
−
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''
+
===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.)'''
  
−
Invoice/Statement Forms by Division
 
−
:'''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
+
====Order List====
−
:'''Add "Site Mins" optional grid column.'''
 
  
−
Export Tickets to Accounting
+
:Remove blank Report Sequence option.
−
: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>
+
====Order Maintenance====
−
Ticket Maintenance<BR>
 
−
Ticket Printing
 
−
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
 
  
−
Order Maintenance
+
:Remove the MAP button next to the Delivery Instructions fields.
−
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
 
  
−
Schedule
+
:'''Add a warning message when changing Job Id for an existing order.'''
−
:'''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>
+
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
−
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
+
====Schedule====
−
:'''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.
+
:'''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 Stack
 
−
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance<BR>
+
====Order List====
−
Ticket Maintenance<BR>
+
 
−
Ticket Printing
+
:Remove blank Report Sequence option.
−
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.
+
 
 +
 
 +
===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.'''
  
−
Order Maintenance
 
−
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.
 
  
−
Order Stack
+
====Pay Class Maintenance====
−
: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>
+
:'''New option added to the A/R File Maintenance menu.'''
−
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
+
====Products Maintenance====
−
:'''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===
+
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
  
−
Division Maintenance
 
−
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''
 
  
−
Driver Maintenance
+
====Sales Tax Rates Maintenance====
−
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''
 
  
−
Edit Open Ticket Times
+
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
−
:'''Add "Site Mins" optional grid column.'''
 
  
−
Email Invoices
 
−
:'''Add [DivisionName] tag to Setup page.'''
 
  
−
Import Tickets
+
====Ticket Maintenance====
−
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''
 
  
−
Job Price Maintenance
+
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
−
:'''Track field change events for job Taxable and product Taxable fields.'''
 
  
−
Open Ticket Stack<BR>
+
:'''Ask for a Void Reason when using the F3 Void button.'''
−
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>
+
====Void Invoice====
−
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
+
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
−
:'''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===
 
===Accounts Payable Module===
  
−
1099 Audit List
+
====Email ACH Stubs====
−
:Apply form minimum amounts to state override values.
+
 
 +
:'''New option added to the A/P Invoicing/Checks menu.'''
 +
 
 +
 
 +
====Federal & State 1099 Export====
  
−
===General Ledger Module===
+
:'''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====
  
−
Account List
+
:Fix typecast exception (Null->OleStr) when adding a new vendor.
−
:'''Add Division No. field to detail report (if appropriate.)'''
 
  
−
Trial Balance by Month
 
−
:'''Add "Print Commas in Amounts" user option.'''
 
  
−
===Payroll Module===
+
====Handwritten Check Entry====
  
−
ACA 1094/1095 Export
+
====Invoice Vouchering====
−
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.
 
  
−
Tax Library
+
====Vendor Classes Maintenance====
−
:'''Updated to version 2024-R4 (MT state.)'''
 
  
−
===General===
+
====Vendors Maintenance====
  
−
System Menu
+
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
−
:'''Add File Maintenance and File Lists submenus to Ticketing menu.'''
 
−
:'''Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.'''
 
−
:'''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===
+
===General Ledger Module===
 +
 
 +
====Accounts Maintenance====
  
−
Application Server
+
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
−
: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
 
−
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''
 
  
−
Keystone REST Server (KServer)
+
===System Menu===
−
:'''Add ability to specify a log condition and messages at the field level.'''
 
−
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''
 
  
−
==Build 4.5.4 - 2/9/2024==
+
====Option Maintenance====
  
−
===Accounts Receivable Module===
+
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
  
−
Import Tickets
 
−
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.
 
  
 
===General===
 
===General===
  
−
Company Database
+
====Company Database====
−
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)
 
  
−
===Services===
+
:'''Updated to version 26.07.'''
 +
 
 +
 
 +
====Document Database====
  
−
Device Server
+
:'''Updated to version 2.01.'''
−
:'''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)
 
−
:Add support for "TEST device configuration parameter for CarbonCure ticket export.
 
−
:'''Online E-Ticketing API: Add "customstatuslist" endpoint.'''
 
−
: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==
+
====Keystone Setup====
  
−
===Dispatch Module===
+
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
  
−
Beginning of Day
+
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
−
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)
 
  
−
Order Maintenance
 
−
:'''Add ability to select order form from a list when clicking the Print button.'''
 
  
−
Print Orders
+
====System Menu====
−
:'''Add ability to select order form from a list.'''
 
  
−
===Ticketing Module===
+
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
  
−
Order Maintenance
+
:'''Add Visual Theme selector icon to the top of the menu.'''
−
:'''Add ability to select order form from a list when clicking the Print button.'''
 
  
−
Print Orders
+
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
−
:'''Add ability to select order form from a list.'''
 
  
−
===Accounts Receivable Module===
+
: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.
  
−
Plant Maintenance
+
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
−
:Prevent user from entering a "Last Tkt #" more than 7 digits.
 
  
−
Quick Ticket Entry
 
−
:'''Added Ticket Date as an optional grid column.'''
 
  
−
===Accounts Payable Module===
+
====Windows Client====
  
−
Invoice Vouchering
+
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
−
: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.
 
  
−
===Payroll Module===
+
:'''Add First/Last page buttons to the Document Viewer.'''
  
−
Certified Payroll Report
+
:'''Use search button in place of blue background for fields where F4 search is available.'''
−
:Remove employee address from report.
 
−
:Increased width of Link Id column to 10 characters.
 
−
: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
+
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
−
:'''Updated to version 2024-R2 (MD, ND states.)'''
 
  
−
===General===
+
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
  
−
Form Reports
 
−
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
: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==
+
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
  
−
===Payroll Module===
+
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
  
−
Tax Library
 
−
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''
 
  
−
==Build 4.5.1 - 12/27/2023==
+
====Device Server====
  
−
===Dispatch Module===
+
:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
 +
 
 +
 
 +
====KServer Dashboard API====
 +
 
 +
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
  
−
Beginning of Day
+
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
−
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
 
  
−
===Ticketing Module===
 
  
−
Beginning of Day
+
====KServer Dispatch API v2====
−
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)
 
  
−
===Accounts Receivable Module===
+
:'''Add "NextToLoad" endpoint.'''
  
−
Product Maintenance
 
−
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
 
−
:'''Add ingredient subtype for admixture ingredients: CO2.'''
 
  
−
Ticket Ingredient Export
+
====KServer Driver API====
−
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''
 
  
−
===Payroll Module===
+
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
  
−
Tax Library
 
−
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''
 
  
−
===General===
+
====KServer Keystone Online Back Office API====
  
−
Generic Reports
+
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
−
:When calculating the report width take the total width of grouped fields into account.
 
  
−
===Services===
+
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
  
−
Keystone REST Server (KServer)
+
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
−
:'''Add "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
 
−
:'''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==
 
  
−
===Year End===
+
====KServer Keystone Online Customer Portal API====
  
−
'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
+
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
  
−
===Dispatch Module===
+
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
  
−
Order Maintenance
 
−
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.
 
  
−
===Accounts Payable Module===
+
====Keystone REST Server (KServer)====
  
−
1099 Audit List<BR>
+
:Fix "EFOpenError" exception during Keystone system installation.
−
1099 Class Maintenance<BR>
 
−
Federal & State 1099 Export
 
−
:'''Add support for 1099-DIV form.'''
 
  
−
1099 Audit List
+
:'''Modify KPPTranslate action to handle pay class fees.'''
−
:Print form box numbers on the report instead of the internal box number value.
 
−
:'''Print form box description on the report.'''
 
  
−
1099 Class Maintenance
 
−
: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
+
====Keystone Relay====
−
:'''Add F4 search capability to Vendor Id selection criteria.'''
 
  
−
===Payroll Module===
+
:Fix occasional crashes resulting from NullReferenceException.
  
−
Tax Library
 
−
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''
 
  
−
===Services===
+
====Kserver Datatables API====
  
−
Keystone REST Server (KServer)
+
:'''Updated AP1099FORMBOX for 2025.'''
−
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
 
−
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."
 
  
 
----
 
----
 +
 +
[[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 4.4.x]]

Latest revision as of 19:39, 10 December 2025

Contents


NOTE: Items in bold type are NEW features.

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

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


Re-Print Tickets

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


Print Invoices

Re-Print Invoices

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


Accounts Payable Module

Vendors Maintenance

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


General

Reports

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


Windows Client

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


Services

Application Server

Fix zero cost issues with inventory reconciliation.


KServer Keystone Online Dashboard API

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

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

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


Save Form Layouts

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


Visual Themes

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


Dispatch Module

Order List

Remove blank Report Sequence option.


Order Maintenance

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


Schedule

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


Ticketing Module

Order List

Remove blank Report Sequence option.


Accounts Receivable Module

A/R Inquiry

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


Cash Posting Register

Add "Session No" to selection criteria.


Customer Prices Maintenance

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


Customer Sales by Job

Fix overlap of long product code and product description.


Drivers List

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


Email Invoices

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


Job Prices Maintenance

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


Pay Class Maintenance

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


Products Maintenance

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


Sales Tax Rates Maintenance

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


Ticket Maintenance

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


Void Invoice

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


Accounts Payable Module

Email ACH Stubs

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


Federal & State 1099 Export

Updated for 2025.


Print 1099 Forms (Month End)

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


Vendors Maintenance

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


Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

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


General Ledger Module

Accounts Maintenance

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


System Menu

Option Maintenance

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


General

Company Database

Updated to version 26.07.


Document Database

Updated to version 2.01.


Keystone Setup

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


System Menu

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


Windows Client

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


Services

Application Server

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


Device Server

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


KServer Dashboard API

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


KServer Dispatch API v2

Add "NextToLoad" endpoint.


KServer Driver API

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


KServer Keystone Online Back Office API

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


KServer Keystone Online Customer Portal API

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


Keystone REST Server (KServer)

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


Keystone Relay

Fix occasional crashes resulting from NullReferenceException.


Kserver Datatables API

Updated AP1099FORMBOX for 2025.

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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