Difference between revisions of "New Keystone Releases"

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(Items in '''bold type''' are NEW features.)
+
__TOC__
  
−
==Build 3.6 - 8/30/2019==
+
 
 +
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 +
 
 +
==Release 5.3.0.0 - 6/17/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Concrete Calculator
+
====Driver Call-In Report====
 +
 
 +
:'''Add "Customer Name" to the report.'''
 +
 
 +
 
 +
====Email Orders====
 +
 
 +
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
 +
 
 +
:'''Add "Cutoff Date" when selecting orders by customer. '''
 +
:'''Show "Delv Date" on the order grid.'''
 +
 
 +
 
 +
====On Hand Inquiry====
 +
 
 +
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
 +
 
 +
:Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
 +
 
 +
:'''Add an order event when the "Reprice" function is used.'''
 +
 
 +
:'''Add "Sales Territory" field.'''
 +
 
 +
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:'''When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
 +
 
 +
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
 +
 
 +
:'''The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.'''
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
:'''Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.'''
−
</blockquote>
 
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
:Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
 
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
====Ticket Printing====
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
:'''Add "Sales Territory" field.'''
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
 
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Truck Demand Graph====
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
 
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
====Order Maintenance====
  
−
Reload ticket customer prior to generating batch control data.
+
====Ticket Printing====
−
</blockquote>
+
 
−
Truck Demand Graph
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
 +
 
 +
:'''Add "Bill As Plant" field.'''
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
 
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
 
−
</blockquote>
 
 
===Ticketing Module===
 
===Ticketing Module===
  
−
End of Day
+
====On Hand Inquiry====
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
 
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Order Maintenance====
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
'''Use current PC clock date as delivery date when creating orders.'''
 
  
−
When copying an order, verify that the Customer Id field is not blank.
+
====Order Stack====
−
</blockquote>
 
−
Order Stack
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
+
:'''When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
 
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
====Ticket Printing====
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
 
  
−
Reload ticket customer prior to generating batch control data.
 
−
</blockquote>
 
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Cash Posting
+
====A/R Inquiry====
 +
 
 +
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
 +
 
 +
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
 +
 
 +
 
 +
====Aged Trial Balance====
 +
 
 +
:'''Add "Credit Manager" selection.'''
 +
 
 +
 
 +
====Customer Prices List====
 +
 
 +
:'''Add "Exp Date" field to report.'''
 +
 
 +
 
 +
====Customer Prices Maintenance====
 +
 
 +
:'''Add "Exp Date" field to price grid.'''
 +
 
 +
 
 +
====Customers Maintenance====
 +
 
 +
:'''Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)'''
 +
 
 +
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
 +
 
 +
:'''Add "Credit Manager" field.'''
 +
 
 +
:'''Add Email To Job option to Contacts grid.'''
 +
 
 +
:'''Add field change events for the customer address fields.'''
 +
 
 +
:'''Add function button to switch to A/R Inquiry for the current customer.'''
 +
 
 +
 
 +
====Divisions Maintenance====
 +
 
 +
:'''Add Company Info tab to support A/P 1099 by division.'''
 +
 
 +
 
 +
====Drivers Maintenance====
 +
 
 +
:'''Add "Start Date" field.'''
 +
 
 +
 
 +
====Email Invoices====
 +
 
 +
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
 +
 
 +
 
 +
====Invoiced Tickets List (Month End)====
 +
 
 +
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
 +
 
 +
 
 +
====Job Prices Maintenance====
 +
 
 +
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
 +
 
 +
:'''Add "Description" column to the Auto Products grid.'''
 +
 
 +
:'''Add "Sales Territory" field.'''
 +
 
 +
:'''Add field change event for the C.O.D. field.'''
 +
 
 +
 
 +
====Open Ticket Stack====
 +
 
 +
:'''Add "Bill As Plant" as an optional grid field.'''
 +
 
 +
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
 +
 
 +
 
 +
====Print Invoices====
 +
 
 +
:'''Add "Posted" indication in session log when invoices are posted.'''
 +
 
 +
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
 +
 
 +
 
 +
====Sales Territories List====
 +
 
 +
:'''New option added to the A/R File List menu.'''
 +
 
 +
 
 +
====Sales Territories Maintenance====
 +
 
 +
:'''New option added to the A/R File Maintenance menu.'''
 +
 
 +
 
 +
====Salespeople Maintenance====
 +
 
 +
:'''Add sales territory grid.'''
 +
 
 +
 
 +
====Voided Tickets Report====
 +
 
 +
:The Ticket Number will now properly show all 7 digits on the report.
  
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
 
−
</blockquote>
 
−
A/R Inquiry
 
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
====A/R Inquiry====
−
</blockquote>
 
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
====Cash Posting====
  
−
'''Italicize inactive automatic products on the main grid.'''
+
:'''Add "Unit Disc" field to Ticket History grid.'''
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
 
−
</blockquote>
 
−
Credit Card Pre-Approval
 
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
+
====A/R Inquiry====
−
</blockquote>
 
−
Import Tickets
 
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
+
====Cash Posting====
  
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
+
====Job Prices Maintenance====
  
−
'''Significant performance improvement when importing online and remote tickets.'''
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
Show reconcile error dialog when a required field has an invalid value.
 
  
−
Display message and abort when errors occur when applying tickets to the database.
+
====Cash Posting Register====
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
  
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
+
====Cash Posting Register (Month End)====
−
</blockquote>
 
−
Job Price Maintenance
 
  
−
<blockquote>'''Add ability to set the &quot;Tkt/Ord Products&quot; field to a specific value whenever a new job is added (contact support if you need this feature.)'''
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
−
</blockquote>
 
−
Open Ticket Stack
 
  
−
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
 
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
+
====Comparative Customer Sales====
  
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
====Customer Sales History====
  
−
Fix Access Violation exceptions and issues with column sorting.
+
====Customer Sales by Job====
−
</blockquote>
 
−
Physical Inventory Entry
 
  
−
<blockquote>Prevent entering a negative count.
+
====Customer Sales by Product====
−
</blockquote>
 
−
Plant Maintenance
 
  
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
+
====Daily Plant Sales====
−
</blockquote>
 
−
Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
====Product Sales====
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
====Product Sales History====
−
</blockquote>
 
−
Product Maintenance
 
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
====Product Sales by Customer====
−
</blockquote>
+
 
−
Re-Print Invoices
+
====Summary Sales====
 +
 
 +
:'''Add "Sales Territory" selection.'''
 +
 
 +
 
 +
====Driver Report====
 +
 
 +
====Driver Report (Month End)====
 +
 
 +
:'''Add "Driver Name" to the report.'''
 +
 
 +
 
 +
====Print Invoices====
 +
 
 +
====Re-Print Invoices====
 +
 
 +
:'''When printing the product summary, list the mix product first.'''
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
 
  
−
'''Add ability to print e-ticket document images on invoices.'''
 
−
</blockquote>
 
 
===Quote Module===
 
===Quote Module===
  
−
Print Quotes
+
====Quote Maintenance====
 +
 
 +
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
 +
 
 +
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
 +
 
 +
:'''Add "margin warning" to Cost Estimator.'''
 +
 
 +
:'''Add "Default Tkt/Ord Products" system option.'''
 +
 
 +
:'''Add "Sales Territory" field.'''
 +
 
 +
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
 +
 
 +
 
 +
====Prospect Maintenance====
 +
 
 +
====Quote Maintenance====
 +
 
 +
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
 
−
</blockquote>
 
−
Quote Maintenance
 
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
 
−
</blockquote>
 
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Handwritten Check Entry
+
====Email ACH Stubs====
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
:The Status column in the grid will now always show the most recent email status.
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
 
  
−
When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
+
====Select Invoices for Payment====
−
</blockquote>
 
−
A/P Inquiry
 
  
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
:The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
  
−
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
:'''On the Pay Invoice dialog you can now change the payment method.'''
−
</blockquote>
 
−
Select Invoices for Payment
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
 
−
</blockquote>
 
−
Vendor Invoice History
 
  
−
<blockquote>Show Void Date for voided invoices.
+
====Vendors Maintenance====
−
</blockquote>
 
−
===General Ledger Module===
 
  
−
Trial Balance
+
:'''Add "Division" field to the 1099 Amounts grid.'''
  
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
 
  
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
+
====A/P ACH Export====
−
</blockquote>
 
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Re-Export A/P ACH====
  
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
−
</blockquote>
 
−
Company Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
−
Employee Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
+
====1099 Audit List (Month End)====
−
</blockquote>
 
−
Tax Library
 
  
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
+
====Federal & State 1099 Export====
−
</blockquote>
+
 
−
===General===
+
:'''Add Division selection.'''
 +
 
 +
 
 +
====Handwritten Check Entry====
 +
 
 +
====Invoice Vouchering====
 +
 
 +
:Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)
 +
 
 +
 
 +
====Print Checks====
 +
 
 +
====Re-Print Checks====
 +
 
 +
:Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".
 +
 
 +
 
 +
===Purchase Order Module===
  
−
DataScope
+
====Purchase Orders List====
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
===Cash Management Module===
−
</blockquote>
 
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
+
====Statement Reconciliation====
−
</blockquote>
 
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
−
</blockquote>
 
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
−
</blockquote>
 
−
General
 
  
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
 
  
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
+
===General===
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
+
====Company Database====
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
:'''Updated to version 28.02.'''
  
−
'''Add support for security roles on custom queries.'''
 
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
====System Menu====
−
</blockquote>
 
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
 
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
====Windows Client====
  
−
'''Add support for security roles on custom queries.'''
+
:'''Add events for item rename/merge.'''
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
Do not include custom queries for non-existent or non-allowed menu keys.
 
  
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
 
−
</blockquote>
 
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
+
:Setup relay server connection info only for the main Keystone server.
  
−
'''Support multiple application servers at a single site.'''
 
  
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
+
====Device Server====
  
−
'''Add log message when system license info changed.'''
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
Only send active load statuses when sending dispatch events.
+
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
−
</blockquote>
 
−
Device Aggregator
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
−
</blockquote>
 
−
Device Server
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
  
−
'''Add &quot;Keystone Online&quot; batch control link.'''
+
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
  
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
+
:'''Add "Keystone Online" batch weight notification device.'''
  
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
 
  
−
When voiding a ULINK ticket, Include failure message response in error log.
+
====KServer External AICrete API v2====
−
</blockquote>
 
−
Keystone REST Server (KServer)
 
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
:'''New API for AICrete which requires authorization header.'''
  
−
'''Database Backup and Restore moved to KServer.'''
 
  
−
'''Keystone Update moved to KServer.'''
+
====KServer External SalesInsight API v2====
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
:'''New API for SalesInsight.'''
  
−
'''Some file lists and reports have been moved to KServer.'''
 
  
−
'''Document Imaging document list/document retrieval moved to KServer.'''
+
====KServer Keystone Online Customer Portal API====
  
−
'''Improved logging capabilities.'''
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
  
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
 
  
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
+
====KServer Keystone Online Dashboard API====
  
−
'''Add support for &quot;list&quot; parameters.'''
+
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
  
−
'''Add support for &quot;MS Access&quot; databases.'''
 
  
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
+
====KServer Keystone Online E-Ticketing API====
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
  
−
'''Support singleton auto-run item (once per server.)'''
 
  
−
'''Version API: Add statistics endpoints.'''
+
====KServer Windows Client A/R API====
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
  
−
'''Improved query caching method.'''
 
  
−
'''Add Keystone Online Customer Portal API.'''
+
====KServer Windows Client Device API v2====
  
−
'''It is no longer necessary to create separate configuration options for each company database.'''
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
  
−
Several fixes in cache handling, logging and multi-threading logic.
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
  
−
Handle escaped characters correctly in query parameter values.
 
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
====Keystone REST Server (KServer)====
  
−
Delay AUTORUN processing for one minute after startup.
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
  
−
Use single background task to communicate with device aggregator that reads a queue of commands.
+
----
  
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
+
[[Release Notes for Keystone 5.2.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
+
[[Release Notes for Keystone 5.1.x]]
  
−
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
+
[[Release Notes for Keystone 5.0.x]]
  
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
+
[[Release Notes for Keystone 4.7.x]]
  
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
+
[[Release Notes for Keystone 4.6.x]]
  
−
Stonemont API: Fix &quot;xbatchresultlist&quot;, &quot;xbatchresults&quot; and &quot;xbatchresultscondensed&quot; queries to no longer move the begindate parameter to the start of the day.
+
[[Release Notes for Keystone 4.5.x]]
  
−
When running autorun query, first check that database version is current, abort if not.
+
[[Release Notes for Keystone 4.4.x]]
  
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
+
[[Release Notes for Keystone 4.3.x]]
  
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
+
[[Release Notes for Keystone 4.2.x]]
−
</blockquote>
 
  
−
----
+
[[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 3.5.x]]

Latest revision as of 18:55, 17 June 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
Add "Cutoff Date" when selecting orders by customer.
Show "Delv Date" on the order grid.


On Hand Inquiry

New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.


Order Maintenance

Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
Add an order event when the "Reprice" function is used.
Add "Sales Territory" field.
Add Email To Job and SMS To Job options to Contacts grid.


Schedule

When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.
The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.
Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.
Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
Add "Customer Rating" as optional field on the schedule grid.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Add (optional) display of Standard Cost in the Products grid.
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add "Sales Territory" field.


Truck Demand Graph

Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.


Order Maintenance

Ticket Printing

Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).
Add "Bill As Plant" field.


Ticketing Module

On Hand Inquiry

Now works on Product Base so you can view the On Hand quantity for all plants at once.


Order Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Order Stack

When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Increase the font size within the Delivery Instructions floating box to improve readability.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add (optional) display of Standard Cost in the Products grid.


Accounts Receivable Module

A/R Inquiry

Add "Fee Chg G/L" field to the Posting History grid.
Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)
Add "SMS To Job" checkbox column to Contacts grid.
Add "Credit Manager" field.
Add Email To Job option to Contacts grid.
Add field change events for the customer address fields.
Add function button to switch to A/R Inquiry for the current customer.


Divisions Maintenance

Add Company Info tab to support A/P 1099 by division.


Drivers Maintenance

Add "Start Date" field.


Email Invoices

The "Email BCC" field on the Setup tab will now be remembered from run to run.


Invoiced Tickets List (Month End)

Add Invoice Number to the report and allow sequence/selection on Invoice Number.


Job Prices Maintenance

When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add "Description" column to the Auto Products grid.
Add "Sales Territory" field.
Add field change event for the C.O.D. field.


Open Ticket Stack

Add "Bill As Plant" as an optional grid field.
Add Void Reason as a mouse-over hint on the Ticket No. column.


Print Invoices

Add "Posted" indication in session log when invoices are posted.
When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.


Sales Territories List

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


Sales Territories Maintenance

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


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

The Ticket Number will now properly show all 7 digits on the report.


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Cash Posting Register

Cash Posting Register (Month End)

The Bank Deposit now correctly reflects the Credit Card Fee charge amount.


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

When printing the product summary, list the mix product first.


Quote Module

Quote Maintenance

When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)
Add "margin warning" to Cost Estimator.
Add "Default Tkt/Ord Products" system option.
Add "Sales Territory" field.
Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.


Prospect Maintenance

Quote Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Accounts Payable Module

Email ACH Stubs

The Status column in the grid will now always show the most recent email status.


Select Invoices for Payment

The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
On the Pay Invoice dialog you can now change the payment method.


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)


Print Checks

Re-Print Checks

Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".


Purchase Order Module

Purchase Orders List

Fix issue where purchase order total would double when there was a comment line on the purchase order.


Cash Management Module

Statement Reconciliation

Add "Fee Chg" field to the A/R Posting History grid.
Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.


General

Company Database

Updated to version 28.02.


System Menu

Delete user-related role assignments and security options when a user is deleted.


Windows Client

Add events for item rename/merge.
Add (optional) ability to Delete a document previously uploaded.


Services

Application Server

Setup relay server connection info only for the main Keystone server.


Device Server

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.
Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.
Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.
Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.
Add "Keystone Online" batch weight notification device.


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.


KServer Keystone Online Dashboard API

Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.
Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.


KServer Windows Client Device API v2

Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.


Keystone REST Server (KServer)

Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.

Release Notes for Keystone 5.2.x

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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