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 3.6.4 - 12/23/2019==
+
==Release 5.4.3.0 - 10/28/2026==
  
−
===Payroll Module===
+
===Dispatch Module===
 +
 
 +
====On Hand Inquiry====
 +
 
 +
:'''Add "List Price" as an optional grid field.'''
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:'''In the Product Id dropdown, restrict mix products by Usage Type if specified.'''
 +
 
 +
:'''Add new "Comments/Notes" tab containing comments/notes fields.'''
 +
:'''Move the contents of the GPS tab to the Delivery Info tab and remove the GPS tab.'''
 +
 
 +
:'''Add Quantity On Hand color warnings similar to Ticket Printing.'''
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:'''Add new slider "Order Events" that displays events for all of today's orders sorted by most recent event first.'''
 +
 
 +
 
 +
====Ticket Printing====
  
−
Payroll Tax Library
+
:'''Add ability to print the Truck Description on the ticket.'''
−
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
  
−
===Services===
+
:'''Add warning when entering the Truck # if the truck's owner is marked inactive.'''
  
−
Application Server
+
:'''Limit the maximum quantity that can be sold for a concrete mix product based on the "Max Ticket Qty" field in Product Maintenance.'''
−
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
  
−
Keystone REST Server (KServer)
+
:UI: Fix "New O/H" not showing red/yellow background depending on the value.
−
:Reduce lock contention for InterBase database connections.
 
−
:Reduce lock contention for SQLite database connections.
 
  
−
==Build 3.6.3 - 12/20/2019==
 
  
−
===Dispatch Module===
+
====Truck Demand Graph====
  
−
Dispatch End of Day<BR>
+
:'''Add current Clocked-In Trucks as an optional line on the demand graph.'''
−
Dispatch Re-Transfer Tickets
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Dispatch Order List
 
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticketing End of Day<BR>
+
====On Hand Inquiry====
−
Ticketing Re-Transfer Tickets
+
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
+
:'''Add "List Price" as an optional grid field.'''
 +
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:'''Add Quantity On Hand color warnings similar to Ticket Printing.'''
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:'''Add ability to print the Truck Description on the ticket.'''
 +
 
 +
:'''Add warning when entering the Truck # if the truck's owner is marked inactive.'''
 +
 
 +
:'''Limit the maximum quantity that can be sold for a concrete mix product based on the "Max Ticket Qty" field in Product Maintenance.'''
 +
 
 +
:UI: Fix "New O/H" not showing red/yellow background depending on the value.
  
−
Ticketing Order List
 
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Open Ticket Stack
+
====A/R Aged Trial Balance Export====
−
:When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.
+
 
 +
:'''Add "Avg Days to Pay" column to the export.'''
 +
 
 +
 
 +
====Cash Posting====
 +
 
 +
:Fix incorrect calculation of reversal cash tax transaction when a fee tax transaction precedes the reversal transaction.
  
−
A/R Quick Ticket Entry
 
−
:'''Bring down Ticket Time from previous line.'''
 
  
−
A/R Sales Tax Rate Maintenance
+
====Email Invoices====
−
:'''Show total tax authority rate based on current system date.'''
 
−
:'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
 
−
:'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
 
−
:'''Remove # column on the tax locality tax rates grid.'''
 
−
:'''Move G/L Account column after Method column on tax rates grid.'''
 
−
:'''The tax rates grid can no longer be edited.'''
 
−
:'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
 
−
:'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
 
−
:'''Show locality rates in tax authority detail grid based on current system date.'''
 
−
:'''Move U/M column to end of grid, move to bottom on new pop-up form.'''
 
  
−
A/R Ticket Maintenance
+
:Use correct invoice form based on the invoice's division.
−
:Assign Job Class field from the job when the Job Id is changed.
 
  
−
A/R Void Invoice
+
:'''Add "Plant Name" and "Div Name" as optional grid fields.'''
−
:Reset grid column sorting/filtering after void.
 
  
−
===Accounts Payable Module===
 
  
−
A/P Handwritten Check Entry
+
====Email Statements====
−
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
+
 
 +
:'''Add "Email BCC" field to the Setup tab.'''
 +
 
 +
 
 +
====Job Price Maintenance====
 +
 
 +
:'''Add field change event for Job Class.'''
 +
 
  
−
A/P Invoice Vouchering
+
====Open Ticket Stack====
−
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
  
−
A/P Vendor Maintenance
+
:'''In the Product Id dropdown, restrict mix products by Usage Type if specified.'''
−
:'''Add Mobile phone number column to Contacts grid.'''
 
  
−
===General Ledger Module===
 
  
−
G/L Print Account Segments
+
====Print Statements====
−
G/L Source Code List
 
−
:Fix exception "EOleException: Internal Server Error" when running the report.
 
  
−
===Job Cost Module===
+
:Fix exception "EDatabaseError: cdsCustPayments Cannot perform this operation on an open dataset" when previewing the statements for the second time and the statement form is configured for detail customer payments.
  
−
J/C Import Transactions
 
−
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
  
−
===Payroll Module===
+
====Products Maintenance====
  
−
Calculate Payroll
+
:'''Add "Max Ticket Qty" field which limits the maximum quantity that can be sold on a ticket for a concrete mix product.'''
−
:'''Support date value for company and employee factors.'''
 
−
:'''Support date comparison in formulas.'''
 
  
−
Payroll Federal & State W-2 Export (Web Portal)
+
:'''Add checkbox "Use source product plant for mix ingredients" to the Copy Products dialog. When checked, the mix ingredients will maintain the original plant number from the source product's mix ingredients.'''
−
:'''Completed 2019 W-2 compliance testing.'''
 
  
−
Payroll Re-Print Direct Deposit Stubs
+
:The "Rename" button will now only work when browsing an existing product.
−
Payroll Re-Print Paychecks
 
−
:'''Add "Labor Class" to selection criteria.'''
 
  
−
Payroll Tax Library
+
:Fix blank screen when cancelling after inserting a new product.
−
:'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
 
  
−
Payroll Void Paychecks
 
−
:Optimize queries to significantly improve performance.
 
−
:Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
 
  
−
==Build 3.6.2 - 12/6/2019==
+
====Sales Charts====
  
−
===Dispatch Module===
+
:'''Add "Qty Sold" legend option which allows selection of sales history by product type and U/M.'''
  
−
Dispatch Order Maintenance<BR>
 
−
Dispatch Ticket Printing
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
Dispatch Order Maintenance
+
====Ticket Maintenance====
−
:When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.
 
−
:The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Schedule
+
:'''In the Product Id dropdown, restrict mix products by Usage Type if specified.'''
−
:'''Add Cust Id as an optional schedule grid field.'''
 
−
:'''Add Plant Screen Id to form caption of plant popup demand graph.'''
 
−
:Fix potential call to refresh schedule data before the program has finished initializing.
 
−
:Fix potential issue where program may not be initialized properly.
 
−
:Prevent timer schedule refresh when shipping a truck.
 
−
:Prevent timer schedule refresh when a modal dialog is open.
 
−
:Trucks assigned to a customer can no longer be dragged to orders for other customers.
 
−
:The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Void Ticket
+
:UI: Fix "New O/H" not showing red/yellow background depending on the value.
−
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
 
  
−
===Ticketing Module===
 
  
−
Ticketing Order Maintenance<BR>
+
===Accounts Payable Module===
−
Ticketing Ticket Printing
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
===Accounts Receivable Module===
+
====A/P Inquiry====
  
−
A/R Automatic Product Maintenance
+
:'''Add ability to upload new documents on the Documents tab.'''
−
:'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
 
−
:'''Add hint to Start/End Date fields.'''
 
−
:'''Show Start/End Date using 4 digits for the year on the summary grid.'''
 
  
−
A/R Import Tickets<BR>
 
−
A/R Ticket Maintenance
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
 
  
−
A/R Open Ticket Stack
+
====Print Checks====
−
:'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
 
−
:Fix Access Violation exception when attempting to email a document image from the document preview window.
 
  
−
A/R Plant Maintenance
+
:The "First Check No." field is limited to a maximum of 7 digits.
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
−
:'''Copy Dispatch Warning when copying plant products.'''
 
  
−
A/R Print Invoices<BR>
 
−
A/R Reprint Invoices
 
−
:Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
 
  
−
A/R Product Maintenance
+
====Select Invoices for Payment====
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
−
:'''Copy Dispatch Warning when copying plant products.'''
 
−
:'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
 
  
−
A/R Quick Ticket Entry
+
:Show previously uploaded documents for the invoice.
−
:'''Default Ticket Time field to current system time when entering new tickets.'''
+
:Allow new documents to be uploaded for the invoice.
  
−
===Quoting Module===
 
  
−
Quote Prospect Maintenance
+
===Cash Management Module===
−
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
  
−
===Accounts Payable Module===
+
====Cash Transaction Ledger====
  
−
A/P Invoice Vouchering
+
:'''Increase size of Check Number column to 10 characters.'''
−
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
 
  
−
===General Ledger Module===
 
  
−
G/L Transaction Entry
+
====Cleared Transaction Report====
−
:When posting a batch, use the current User Id when creating the reversing batch.
 
  
−
===Payroll Module===
+
:'''Increase size of Check Number column to 10 characters.'''
  
−
Payroll ACA 1094/1095 Export
 
−
:'''Updated for 2019 changes.'''
 
  
−
Payroll SUTA E-File Export
+
====Transaction Entry====
−
:'''Updated for 2020 changes (PA).'''
 
  
−
Payroll Tax Library
+
:'''Allow Check No. to be up to 10 digits.'''
−
:'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)'''
 
  
−
Payroll W-2 E-File Export
 
−
:'''Updated for 2019 changes (MA).'''
 
  
 
===General===
 
===General===
  
−
Setup Installer
+
====Company Database====
−
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
+
 
 +
:'''Updated to version 28.21.'''
 +
 
  
−
Report Preview
+
====Windows Client====
−
:'''Add mouse wheel support to preview window.'''
+
 
 +
:UI: Fix F4 Search dialog so that all the items in the "Search On" box are visible regardless of the selected visual theme.
  
−
General
 
−
:Remove Database Connected indicator in the top right of every Keystone screen.
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Device Aggregator====
−
:Do not log the prepare remote data queries for the remote company database.
 
  
−
Keystone REST Server (KServer)
+
:Fix issues retrieving batch weights for end-of-day tickets that are imported at the office before being retrieved.
−
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
+
:Fix issues retrieving batch weights for dual-lane batch configuration.
−
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
 
−
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
 
−
:Fix query statistics to separate by company (previously all companies were aggregated together.)
 
−
:Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
 
−
:FX API: Optimize queries in "kpibud" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.
 
  
−
==Build 3.6.1 - 11/5/2019==
+
 
 +
====Device Server====
 +
 
 +
:'''Add ability for remote device server to communicate via the Keystone Tunnel to the main office.'''
 +
 
 +
==Release 5.4.2.0 - 10/8/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Order Maintenance
+
====Order Maintenance====
−
:For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.
+
 
 +
:When copying an order, the Plant Id will now be filled in with the current order's Plant Id.
 +
 
 +
:Fix exception "cdsMaster: Field DEF_TAX_AUTHORITY not found" when copying an order.
 +
 
 +
:'''A delivered product on an order can once again be changed (provided it does not have an associated custom mix design.)'''
 +
 
 +
:Widen Plant Id field so all three characters are visible.
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:'''Add user option "Sort Last Ld Orders on Top" to the Options menu. When checked orders where the active load is the last load of the order will sort to the top of the schedule.'''
 +
 
 +
:Fix "EListError: List index out of bounds" exception (introduced in 5.4.1.1.)
  
−
Dispatch Schedule
 
−
:'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
 
−
:'''Performance improvement when refreshing the schedule.'''
 
−
:'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Stack
+
====Order Maintenance====
−
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
+
 
 +
:Widen Plant Id field so all three characters are visible.
 +
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Customer Maintenance
+
====Edit Product Transactions====
−
:'''Add Customer Color field to the Information tab.'''
+
 
−
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
+
:'''New option added to the A/R Inventory Control menu which allows editing Offset G/L, Trx Date and Trx Time for existing product transactions (contact support if you need this feature.)'''
 +
 
 +
 
 +
====Job Price Maintenance====
 +
 
 +
:Fix issue where the DOT state/job fields and the products grid on the DOT tab were not visible (introduced in 5.2.4.)
 +
 
 +
 
 +
===Cash Management Module===
 +
 
 +
====Cleared Transaction Report====
 +
 
 +
:Fix detail report to include transaction amount for void check transaction types.
 +
 
 +
 
 +
===Services===
 +
 
 +
====Device Server====
 +
 
 +
:'''Add option to batch control devices to poll for batch weights without first sending a ticket to the batch control.'''
 +
 
 +
==Release 5.4.1.0 - 9/23/2026==
 +
 
 +
===Dispatch Module===
 +
 
 +
====Order Maintenance====
 +
 
 +
:Fix error "Another user has made changes to the order...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.
 +
 
 +
:Fix issue where you could add/delete products on an order that is locked by another user.
 +
 
 +
:Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
 +
 
 +
:Restore ability to double-click product to edit on the fly (introduced in 5.4.)
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:'''Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.'''
 +
 
  
−
A/R Driver Maintenance
+
====Truck Demand Graph====
−
:'''Add Driver Color field.'''
 
  
−
A/R Import Tickets
+
:Fix issue with vertical scaling of the graph when Required and W/C are both checked (introduced in 5.4.)
−
:Fix "Field TRUCK_CLASS not found" exception when importing online tickets.
 
−
:Fix remote ticket import to work properly with re-exported ticket files.
 
  
−
A/R Truck Maintenance
 
−
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
 
−
:'''Allow column sorting and column customization on GPS grid.'''
 
  
−
===Accounts Payable Module===
+
===Ticketing Module===
 +
 
 +
====Order Maintenance====
 +
 
 +
:Fix error "The order cannot be changed...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.
 +
 
 +
 
 +
====Order Stack====
  
−
A/P Invoice Vouchering
+
:'''Performance improvement: when using the New Order or Edit Order buttons, do not load the list of existing orders.'''
−
:Fix delay when scrolling up/down on the invoice grid.
 
  
−
===Payroll Module===
 
  
−
Tax Library
+
====Ticket Printing====
−
:'''Updated to 2019-R11 version (MN.)'''
 
  
−
===General===
+
:'''Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.'''
  
−
Reports
 
−
:Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
 
−
:Fix handling of Active/Inactive checkboxes for several reports.
 
  
−
Setup Installer
+
===Accounts Receivable Module===
−
:Force KServer service start when updating the master application server.
 
−
:Updated Visual C++ 2013 Runtime libraries.
 
  
−
===Services===
+
====Job Price Maintenance====
  
−
Device Aggregator
+
:Fix issue with creating custom mix designs on a job with multiple mixes (introduced in 5.4.)
−
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
 
  
−
Device Server
+
:Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
−
:'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
 
−
:'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
 
  
−
Keystone REST Server (KServer)
+
:Restore ability to double-click product to edit on the fly (introduced in 5.4.)
−
:'''Improved cache version handling to avoid update conflicts.'''
 
−
:'''Improved communication method with Windows clients.'''
 
−
:'''Improved query statistics.'''
 
−
:'''Improved server statistics.'''
 
−
:'''Miscellaneous performance improvements.'''
 
−
:'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
 
−
:'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
 
−
:'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
 
−
:'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
 
−
:'''FX API: Add trucksbystatus endpoint.'''
 
−
:'''Online Customer Portal API: Add customerlist endpoint.'''
 
−
:'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
 
−
:'''Windows Client Dispatch API: Optimized schedule queries.'''
 
−
:No longer processes AUTORUN queries one minute after startup.
 
−
:No longer runs database queries if the database version is not current.
 
−
:FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
 
−
:Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
 
  
−
==Build 3.6 - 8/30/2019==
+
==Release 5.4.0.0 - 9/16/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Concrete Calculator
+
====End Of Day====
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
−
</blockquote>
 
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
 
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
====Open Ticket Stack====
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
  
−
'''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.'''
+
====Order Maintenance====
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
:'''Now supports custom mix design by order (contact support if you need this feature.)'''
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
:Allow editing of order with incorrectly specified %/Qty Sold tax column.
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
 
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
====Schedule====
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
  
−
'''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.
+
====Ticket Printing====
  
−
Reload ticket customer prior to generating batch control data.
+
:'''Send custom mix design to batch control from job/order if specified.'''
−
</blockquote>
 
−
Truck Demand Graph
 
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
:Improved performance of the Truck Id dropdown.
−
</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.'''
+
====Truck Demand Graph====
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
  
−
When copying an order, verify that the Customer Id field is not blank.
+
:'''The minimum Slot Length is now 1 minute.'''
−
</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.
+
:Fixed the Delivery Time labels so they always reflect time of day.
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
 
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
===Ticketing Module===
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
====End Of Day====
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
 
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
====Open Ticket Stack====
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
  
−
Reload ticket customer prior to generating batch control data.
 
−
</blockquote>
 
−
===Accounts Receivable Module===
 
  
−
A/R Cash Posting
+
====Order Stack====
  
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
+
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
−
</blockquote>
 
−
A/R Inquiry
 
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
 
−
</blockquote>
 
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
====Ticket Printing====
  
−
'''Italicize inactive automatic products on the main grid.'''
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
−
</blockquote>
 
−
Credit Card Pre-Approval
 
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
+
:Improved performance of the Truck Id dropdown.
−
</blockquote>
 
−
Import Tickets
 
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
 
  
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
+
===Accounts Receivable Module===
  
−
'''Significant performance improvement when importing online and remote tickets.'''
+
====A/R Aged Trial Balance====
  
−
Show reconcile error dialog when a required field has an invalid value.
+
:'''Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.'''
  
−
Display message and abort when errors occur when applying tickets to the database.
+
:'''Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.'''
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
  
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
 
−
</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.)'''
+
====Cash Posting====
−
</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.
+
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
 
  
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
====Credit Card Pre-Approval====
  
−
Fix Access Violation exceptions and issues with column sorting.
+
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
−
</blockquote>
 
−
Physical Inventory Entry
 
  
−
<blockquote>Prevent entering a negative count.
 
−
</blockquote>
 
−
Plant Maintenance
 
  
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
+
====Job Price List====
−
</blockquote>
 
−
Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
  
−
'''Add ability to print e-ticket document images on invoices.'''
 
−
</blockquote>
 
−
Product Maintenance
 
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
====Job Price Maintenance====
−
</blockquote>
 
−
Re-Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
−
</blockquote>
 
−
===Quote Module===
 
  
−
Print Quotes
 
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
+
====Pre-Billing Audit List====
−
</blockquote>
 
−
Quote Maintenance
 
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
+
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
−
</blockquote>
 
−
===Accounts Payable Module===
 
  
−
A/P Handwritten Check Entry
+
:Include fee paid in payment amount when ticket includes a payment with a fee.
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
 
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
====Print Invoices====
  
−
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.
+
:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
−
</blockquote>
 
−
A/P Inquiry
 
  
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
:Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)
  
−
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
 
−
</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.
+
====Products Maintenance====
−
</blockquote>
 
−
Vendor Invoice History
 
  
−
<blockquote>Show Void Date for voided invoices.
+
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
−
</blockquote>
 
−
===General Ledger Module===
 
  
−
Trial Balance
 
  
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
+
====Sales Tax Rates Maintenance====
  
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
+
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
−
</blockquote>
 
−
===Payroll Module===
 
  
−
Calculate Payroll
 
  
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
+
====Ticket Inquiry====
−
</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.
+
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
−
</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.)'''
+
====Ticket Maintenance====
−
</blockquote>
 
−
===General===
 
  
−
DataScope
+
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
:When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
====A/R Inquiry====
−
</blockquote>
 
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
+
====Cash Posting====
−
</blockquote>
 
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
+
====Ticket Inquiry====
−
</blockquote>
 
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
−
</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.
+
====Cash Posting Register====
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
+
====Cash Posting Register (Month End)====
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
  
−
'''Add support for security roles on custom queries.'''
 
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
====Product Classes Maintenance====
−
</blockquote>
 
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
+
====Products Maintenance====
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
+
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
 
  
−
'''Add support for security roles on custom queries.'''
+
===Quote Module===
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
+
====Quote List====
  
−
Do not include custom queries for non-existent or non-allowed menu keys.
+
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
  
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
 
−
</blockquote>
 
−
===Services===
 
  
−
Application Server
+
===Accounts Payable Module===
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
+
====Email ACH Stubs====
  
−
'''Support multiple application servers at a single site.'''
+
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
  
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
 
  
−
'''Add log message when system license info changed.'''
+
===Cash Management Module===
  
−
Only send active load statuses when sending dispatch events.
+
====Transaction Entry====
−
</blockquote>
 
−
Device Aggregator
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
−
</blockquote>
 
−
Device Server
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.
  
−
'''Add &quot;Keystone Online&quot; batch control link.'''
 
  
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
+
===General===
  
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
+
====Company Database====
  
−
When voiding a ULINK ticket, Include failure message response in error log.
+
:'''Updated to version 28.17.'''
−
</blockquote>
 
−
Keystone REST Server (KServer)
 
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
 
  
−
'''Database Backup and Restore moved to KServer.'''
+
====System Database====
  
−
'''Keystone Update moved to KServer.'''
+
:'''Updated to version 7.0.'''
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
 
  
−
'''Some file lists and reports have been moved to KServer.'''
+
====Windows Client====
  
−
'''Document Imaging document list/document retrieval moved to KServer.'''
+
:'''User Alerts which displays important information at program startup.'''
  
−
'''Improved logging capabilities.'''
+
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
  
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
 
  
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
+
===Services===
  
−
'''Add support for &quot;list&quot; parameters.'''
+
====Application Server====
  
−
'''Add support for &quot;MS Access&quot; databases.'''
+
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
  
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
 
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
+
====Device Aggregator====
  
−
'''Support singleton auto-run item (once per server.)'''
+
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
  
−
'''Version API: Add statistics endpoints.'''
 
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
====Device Server====
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
:'''Send "Color Alias" to Keystone Batch.'''
 +
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
  
−
'''Improved query caching method.'''
+
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
  
−
'''Add Keystone Online Customer Portal API.'''
 
  
−
'''It is no longer necessary to create separate configuration options for each company database.'''
+
====KServer Loadout API v1====
  
−
Several fixes in cache handling, logging and multi-threading logic.
+
:'''New Loadout API added.'''
  
−
Handle escaped characters correctly in query parameter values.
+
----
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
[[Release Notes for Keystone 5.3.x]]
  
−
Delay AUTORUN processing for one minute after startup.
+
[[Release Notes for Keystone 5.2.x]]
  
−
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.
+
[[Release Notes for Keystone 4.1.x]]
  
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
+
[[Release Notes for Keystone 4.0.x]]
−
</blockquote>
 
  
−
----
+
[[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 17:01, 28 October 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.4.3.0 - 10/28/2026

Dispatch Module

On Hand Inquiry

Add "List Price" as an optional grid field.


Order Maintenance

In the Product Id dropdown, restrict mix products by Usage Type if specified.
Add new "Comments/Notes" tab containing comments/notes fields.
Move the contents of the GPS tab to the Delivery Info tab and remove the GPS tab.
Add Quantity On Hand color warnings similar to Ticket Printing.


Schedule

Add new slider "Order Events" that displays events for all of today's orders sorted by most recent event first.


Ticket Printing

Add ability to print the Truck Description on the ticket.
Add warning when entering the Truck # if the truck's owner is marked inactive.
Limit the maximum quantity that can be sold for a concrete mix product based on the "Max Ticket Qty" field in Product Maintenance.
UI: Fix "New O/H" not showing red/yellow background depending on the value.


Truck Demand Graph

Add current Clocked-In Trucks as an optional line on the demand graph.


Ticketing Module

On Hand Inquiry

Add "List Price" as an optional grid field.


Order Maintenance

Add Quantity On Hand color warnings similar to Ticket Printing.


Ticket Printing

Add ability to print the Truck Description on the ticket.
Add warning when entering the Truck # if the truck's owner is marked inactive.
Limit the maximum quantity that can be sold for a concrete mix product based on the "Max Ticket Qty" field in Product Maintenance.
UI: Fix "New O/H" not showing red/yellow background depending on the value.


Accounts Receivable Module

A/R Aged Trial Balance Export

Add "Avg Days to Pay" column to the export.


Cash Posting

Fix incorrect calculation of reversal cash tax transaction when a fee tax transaction precedes the reversal transaction.


Email Invoices

Use correct invoice form based on the invoice's division.
Add "Plant Name" and "Div Name" as optional grid fields.


Email Statements

Add "Email BCC" field to the Setup tab.


Job Price Maintenance

Add field change event for Job Class.


Open Ticket Stack

In the Product Id dropdown, restrict mix products by Usage Type if specified.


Print Statements

Fix exception "EDatabaseError: cdsCustPayments Cannot perform this operation on an open dataset" when previewing the statements for the second time and the statement form is configured for detail customer payments.


Products Maintenance

Add "Max Ticket Qty" field which limits the maximum quantity that can be sold on a ticket for a concrete mix product.
Add checkbox "Use source product plant for mix ingredients" to the Copy Products dialog. When checked, the mix ingredients will maintain the original plant number from the source product's mix ingredients.
The "Rename" button will now only work when browsing an existing product.
Fix blank screen when cancelling after inserting a new product.


Sales Charts

Add "Qty Sold" legend option which allows selection of sales history by product type and U/M.


Ticket Maintenance

In the Product Id dropdown, restrict mix products by Usage Type if specified.
UI: Fix "New O/H" not showing red/yellow background depending on the value.


Accounts Payable Module

A/P Inquiry

Add ability to upload new documents on the Documents tab.


Print Checks

The "First Check No." field is limited to a maximum of 7 digits.


Select Invoices for Payment

Show previously uploaded documents for the invoice.
Allow new documents to be uploaded for the invoice.


Cash Management Module

Cash Transaction Ledger

Increase size of Check Number column to 10 characters.


Cleared Transaction Report

Increase size of Check Number column to 10 characters.


Transaction Entry

Allow Check No. to be up to 10 digits.


General

Company Database

Updated to version 28.21.


Windows Client

UI: Fix F4 Search dialog so that all the items in the "Search On" box are visible regardless of the selected visual theme.


Services

Device Aggregator

Fix issues retrieving batch weights for end-of-day tickets that are imported at the office before being retrieved.
Fix issues retrieving batch weights for dual-lane batch configuration.


Device Server

Add ability for remote device server to communicate via the Keystone Tunnel to the main office.

Release 5.4.2.0 - 10/8/2026

Dispatch Module

Order Maintenance

When copying an order, the Plant Id will now be filled in with the current order's Plant Id.
Fix exception "cdsMaster: Field DEF_TAX_AUTHORITY not found" when copying an order.
A delivered product on an order can once again be changed (provided it does not have an associated custom mix design.)
Widen Plant Id field so all three characters are visible.


Schedule

Add user option "Sort Last Ld Orders on Top" to the Options menu. When checked orders where the active load is the last load of the order will sort to the top of the schedule.
Fix "EListError: List index out of bounds" exception (introduced in 5.4.1.1.)


Ticketing Module

Order Maintenance

Widen Plant Id field so all three characters are visible.


Accounts Receivable Module

Edit Product Transactions

New option added to the A/R Inventory Control menu which allows editing Offset G/L, Trx Date and Trx Time for existing product transactions (contact support if you need this feature.)


Job Price Maintenance

Fix issue where the DOT state/job fields and the products grid on the DOT tab were not visible (introduced in 5.2.4.)


Cash Management Module

Cleared Transaction Report

Fix detail report to include transaction amount for void check transaction types.


Services

Device Server

Add option to batch control devices to poll for batch weights without first sending a ticket to the batch control.

Release 5.4.1.0 - 9/23/2026

Dispatch Module

Order Maintenance

Fix error "Another user has made changes to the order...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.
Fix issue where you could add/delete products on an order that is locked by another user.
Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
Restore ability to double-click product to edit on the fly (introduced in 5.4.)


Ticket Printing

Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.


Truck Demand Graph

Fix issue with vertical scaling of the graph when Required and W/C are both checked (introduced in 5.4.)


Ticketing Module

Order Maintenance

Fix error "The order cannot be changed...Invalid variant operation" when saving an order where any of the products EXCEPT the last one are deleted.


Order Stack

Performance improvement: when using the New Order or Edit Order buttons, do not load the list of existing orders.


Ticket Printing

Performance improvements: do not load list of existing tickets, reduce the occurrence of repeating database queries when the data has already been loaded.


Accounts Receivable Module

Job Price Maintenance

Fix issue with creating custom mix designs on a job with multiple mixes (introduced in 5.4.)
Fix to allow deleting delivered products other than mixes with custom mix designs (introduced in 5.4.)
Restore ability to double-click product to edit on the fly (introduced in 5.4.)

Release 5.4.0.0 - 9/16/2026

Dispatch Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only include trucks assigned to dispatch plants.


Order Maintenance

Now supports custom mix design by order (contact support if you need this feature.)
Allow editing of order with incorrectly specified %/Qty Sold tax column.
Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.


Schedule

Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.


Ticket Printing

Send custom mix design to batch control from job/order if specified.
Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)
Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Truck Demand Graph

The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.
The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
The minimum Slot Length is now 1 minute.
Fixed the Delivery Time labels so they always reflect time of day.


Ticketing Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.


Order Stack

Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.


Ticket Printing

Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Accounts Receivable Module

A/R Aged Trial Balance

Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.
Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.


Cash Posting

Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.


Credit Card Pre-Approval

Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)


Job Price List

Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.


Job Price Maintenance

Now supports custom mix design by job (contact support if you need this feature.)
Fix "Qty Open" value to properly handle jobs with only base price plant products specified.


Pre-Billing Audit List

When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.
Include fee paid in payment amount when ticket includes a payment with a fee.


Print Invoices

Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)


Products Maintenance

Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)


Sales Tax Rates Maintenance

Add "Geo State" and "Id" columns to the tax localities grid.


Ticket Inquiry

Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)


Ticket Maintenance

Add Total Water, Add Water and Color Water fields to batch weights grid.
When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.


A/R Inquiry

Cash Posting

Ticket Inquiry

Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.


Cash Posting Register

Cash Posting Register (Month End)

Add "Fee Amount" column with totals on the cash receipts register.


Product Classes Maintenance

Products Maintenance

Add "Edit Mix Design by Job/Order" checkbox.


Quote Module

Quote List

Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)


Accounts Payable Module

Email ACH Stubs

Change sort sequence of stubs in the grid to Vendor Id and Check Date.


Cash Management Module

Transaction Entry

Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.


General

Company Database

Updated to version 28.17.


System Database

Updated to version 7.0.


Windows Client

User Alerts which displays important information at program startup.
Consolidated Email, SMS and other options in the Contacts grid.


Services

Application Server

Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.


Device Aggregator

When processing batch results, retrieve Color Water and U/M and End Load Time if available.


Device Server

Send "Color Alias" to Keystone Batch.
Add Color Water and End Load Time from Keystone Batch when retrieving batch results.
When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.


KServer Loadout API v1

New Loadout API added.

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