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==
 
  
−
===Dispatch Module===
+
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 +
 
 +
==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.
 +
 
  
−
Concrete Calculator
+
====KServer Keystone Online Dashboard API====
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
−
</blockquote>
 
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
==Release 5.2.0.0 - 12/4/2025==
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
===New Feature===
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Credit Card Fees====
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
+
:'''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.'''
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
====Save Form Layouts====
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
:'''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.'''
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
 
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
====Visual Themes====
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
:'''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:'''
−
</blockquote>
+
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
−
Ticket Printing
+
:'''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.)'''
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
===Dispatch Module===
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
====Order List====
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
:Remove blank Report Sequence option.
  
−
Reload ticket customer prior to generating batch control data.
 
−
</blockquote>
 
−
Truck Demand Graph
 
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
====Order Maintenance====
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
+
:Remove the MAP button next to the Delivery Instructions fields.
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
:'''Add a warning message when changing Job Id for an existing order.'''
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
−
</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.'''
+
====Schedule====
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
:'''Add "Base Mix" as an optional schedule grid field.'''
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
:'''Added hint message for split orders.'''
  
−
When copying an order, verify that the Customer Id field is not blank.
+
:'''Add "Show Status Hints" to Options menu.'''
−
</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.
+
:'''Add "Status Hint Legend" to Options menu.'''
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
−
</blockquote>
 
−
Ticket Printing
 
  
−
<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.'''
+
===Ticketing Module===
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
====Order List====
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
:Remove blank Report Sequence option.
  
−
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 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.
 +
 
  
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
+
====Drivers List====
−
</blockquote>
 
−
A/R Inquiry
 
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
−
</blockquote>
 
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
 
  
−
'''Italicize inactive automatic products on the main grid.'''
+
====Email Invoices====
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
+
: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.
−
</blockquote>
 
−
Credit Card Pre-Approval
 
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
 
−
</blockquote>
 
−
Import Tickets
 
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
+
====Job Prices Maintenance====
  
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
+
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
  
−
'''Significant performance improvement when importing online and remote tickets.'''
+
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
  
−
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.
+
====Pay Class Maintenance====
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
  
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
+
:'''New option added to the A/R File Maintenance menu.'''
−
</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.)'''
 
−
</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.
+
====Products Maintenance====
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
+
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
  
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
 
  
−
Fix Access Violation exceptions and issues with column sorting.
+
====Sales Tax Rates Maintenance====
−
</blockquote>
 
−
Physical Inventory Entry
 
  
−
<blockquote>Prevent entering a negative count.
+
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
−
</blockquote>
 
−
Plant Maintenance
 
  
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
 
−
</blockquote>
 
−
Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
====Ticket Maintenance====
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
−
</blockquote>
 
−
Product Maintenance
 
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
:'''Ask for a Void Reason when using the F3 Void button.'''
−
</blockquote>
 
−
Re-Print Invoices
 
  
−
<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.'''
+
====Void Invoice====
−
</blockquote>
 
−
===Quote Module===
 
  
−
Print Quotes
+
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
  
−
<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====
 +
 
 +
:'''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.
 +
 
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
====Handwritten Check Entry====
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
====Invoice Vouchering====
  
−
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.
+
====Vendor Classes Maintenance====
−
</blockquote>
 
−
A/P Inquiry
 
  
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
====Vendors Maintenance====
  
−
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
−
</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.
 
−
</blockquote>
 
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Trial Balance
+
====Accounts Maintenance====
  
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
+
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
  
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
 
−
</blockquote>
 
−
===Payroll Module===
 
  
−
Calculate Payroll
+
===System Menu===
  
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
+
====Option Maintenance====
−
</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.
+
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
−
</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.
 
−
</blockquote>
 
−
Tax Library
 
  
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
−
</blockquote>
 
 
===General===
 
===General===
  
−
DataScope
+
====Company Database====
 +
 
 +
:'''Updated to version 26.07.'''
 +
 
 +
 
 +
====Document Database====
 +
 
 +
:'''Updated to version 2.01.'''
 +
 
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
====Keystone Setup====
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
−
</blockquote>
 
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
−
</blockquote>
 
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
 
−
</blockquote>
 
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
+
====System Menu====
−
</blockquote>
 
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
−
</blockquote>
 
−
General
 
  
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
+
:'''Add Visual Theme selector icon to the top of the menu.'''
  
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
+
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
+
: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.
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
  
−
'''Add support for security roles on custom queries.'''
 
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
====Windows Client====
−
</blockquote>
 
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
+
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
+
:'''Add First/Last page buttons to the Document Viewer.'''
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
:'''Use search button in place of blue background for fields where F4 search is available.'''
  
−
'''Add support for security roles on custom queries.'''
+
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
+
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
  
−
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.'''
+
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
  
−
'''Support multiple application servers at a single site.'''
+
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
  
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
 
  
−
'''Add log message when system license info changed.'''
+
====Device Server====
  
−
Only send active load statuses when sending dispatch events.
+
: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.
−
</blockquote>
 
−
Device Aggregator
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
</blockquote>
 
−
Device Server
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
====KServer Dashboard API====
  
−
'''Add &quot;Keystone Online&quot; batch control link.'''
+
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
  
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
+
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
  
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
 
  
−
When voiding a ULINK ticket, Include failure message response in error log.
+
====KServer Dispatch API v2====
−
</blockquote>
 
−
Keystone REST Server (KServer)
 
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
:'''Add "NextToLoad" endpoint.'''
  
−
'''Database Backup and Restore moved to KServer.'''
 
  
−
'''Keystone Update moved to KServer.'''
+
====KServer Driver API====
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
  
−
'''Some file lists and reports have been moved to KServer.'''
 
  
−
'''Document Imaging document list/document retrieval moved to KServer.'''
+
====KServer Keystone Online Back Office API====
  
−
'''Improved logging capabilities.'''
+
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
  
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
+
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
  
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
+
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
  
−
'''Add support for &quot;list&quot; parameters.'''
 
  
−
'''Add support for &quot;MS Access&quot; databases.'''
+
====KServer Keystone Online Customer Portal API====
  
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
+
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
+
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
  
−
'''Support singleton auto-run item (once per server.)'''
 
  
−
'''Version API: Add statistics endpoints.'''
+
====Keystone REST Server (KServer)====
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
:Fix "EFOpenError" exception during Keystone system installation.
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
:'''Modify KPPTranslate action to handle pay class fees.'''
  
−
'''Improved query caching method.'''
 
  
−
'''Add Keystone Online Customer Portal API.'''
+
====Keystone Relay====
  
−
'''It is no longer necessary to create separate configuration options for each company database.'''
+
:Fix occasional crashes resulting from NullReferenceException.
  
−
Several fixes in cache handling, logging and multi-threading logic.
 
  
−
Handle escaped characters correctly in query parameter values.
+
====Kserver Datatables API====
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
:'''Updated AP1099FORMBOX for 2025.'''
  
−
Delay AUTORUN processing for one minute after startup.
+
----
  
−
Use single background task to communicate with device aggregator that reads a queue of commands.
+
[[Release Notes for Keystone 5.1.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
+
[[Release Notes for Keystone 5.0.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
+
[[Release Notes for Keystone 4.7.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 4.6.x]]
  
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
+
[[Release Notes for Keystone 4.5.x]]
  
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
+
[[Release Notes for Keystone 4.4.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 4.3.x]]
  
−
When running autorun query, first check that database version is current, abort if not.
+
[[Release Notes for Keystone 4.2.x]]
  
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
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[[Release Notes for Keystone 4.1.x]]
  
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Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
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[[Release Notes for Keystone 4.0.x]]
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</blockquote>
 
  
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----
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[[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 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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