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 3.6.6 - 2/11/2020==
+
==Release 5.2.3.0 - ==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Order Maintenance
+
====Order Maintenance====
−
:'''Add "Carry Order Balance" checkbox to Copy Order dialog. '''
 
  
−
Dispatch Schedule
+
:'''When adding a new order, display "<Required>" in the P.O. Number field if it is required.'''
−
:Performance improvement when switching the schedule between today and up to 10 days in the future.
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Print Invoices
+
====Ticket Printing====
−
:Use Check Date instead of Ticket Date when processing ticket payments.
 
  
−
A/R Product List
+
:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
−
:Fix page overflow issue when "Show Assemblies" checkbox is checked.
 
  
−
A/R Product Maintenance
 
−
:When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated.
 
  
−
===Payroll Module===
+
===Accounts Receivable Module===
  
−
Print Direct Deposit Stubs<BR>
+
====Pay Class Maintenance====
−
Print Paychecks<BR>
 
−
Re-Print Direct Deposit Stubs<BR>
 
−
Re-Print Paychecks
 
−
:'''Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.'''
 
  
−
Re-Print Direct Deposit Stubs<BR>
+
:Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
−
Re-Print Paychecks
 
−
:Load the proper form at startup based on the last selected form.
 
  
−
SUTA E-File Export
+
:Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)
−
:'''Save the Employer Email field from run to run.'''
 
  
−
===General===
 
  
−
DataScope<BR>
+
====Ticket Maintenance====
−
Query Export
 
−
:'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
 
  
−
Online (F1) Help
+
:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
−
:Fixed for internal help system changes.
 
  
−
Web Update
 
−
:Eliminate issue with SonicWall firewalls blocking Keystone web update.
 
  
−
===Services===
+
===General===
  
−
Keystone REST Server (KServer)
+
====System Menu====
−
:Fix issue when restoring a company database where all pooled connections to all databases would be closed.
 
−
:'''GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.'''
 
−
:'''GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.'''
 
−
:'''Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.'''
 
  
−
==Build 3.6.5 - 1/21/2020==
+
:Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.
  
−
===Dispatch Module===
 
  
−
Dispatch Ticket Printing
+
====Windows Client====
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Ticketing Module===
+
:'''Improve unit cost rounding on various reports.'''
  
−
Ticketing Ticket Printing
 
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Payroll Module===
+
===Services===
  
−
ACA 1094/1095 Export
+
====Application Server====
−
:'''Compliance testing for 2019 completed.'''
 
  
−
Calculate Payroll
+
:Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
−
:'''Only apply federal/state additional withholding amounts if the appropriate checkbox is checked in Timecard Maintenance for the current check being processed.'''
 
  
−
Payroll Tax Library
+
:Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)
−
:'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
 
  
−
Payroll Timecard Maintenance
 
−
:'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.'''
 
  
−
Prepare Payroll
+
====Application Server====
−
:'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
 
  
−
===General===
+
====Device Aggregator====
 +
 
 +
====Device Server====
  
−
Automatic Products
+
:'''Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.'''
−
:Significant performance improvement when processing Automatic Products.
 
  
−
Form Reports
 
−
:'''Add ability to specify shading color for boxes on forms.'''
 
  
−
Windows Client Options
+
===Ticketing Module===
−
:Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher.
 
  
−
===Services===
+
====Order Maintenance====
  
−
Application Server
+
====Ticket Printing====
−
:'''Add support for Federal 2020 W-4 payroll tax calculation formula.'''
 
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Device Server
+
:'''When adding a new item, display "<Required>" in the P.O. Number field if it is required.'''
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Keystone REST Server (KServer)
 
−
:'''Driver API: Add "driverinfo" endpoint.'''
 
  
−
===Database===
+
===Utilities===
  
−
Company Database
+
====DataScope====
−
:'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
 
  
−
==Build 3.6.4 - 12/23/2019==
+
====Query Export====
  
−
===Payroll Module===
+
:'''Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.'''
  
−
Payroll Tax Library
+
==Release 5.2.2.0 - 12/19/2025==
−
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
  
−
===Services===
+
===Accounts Receivable Module===
  
−
Application Server
+
====Job Prices Maintenance====
−
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
  
−
Keystone REST Server (KServer)
+
:Do not display customer warning that is set to trigger in Order Maintenance.
−
:Reduce lock contention for InterBase database connections.
 
−
:Reduce lock contention for SQLite database connections.
 
  
−
==Build 3.6.3 - 12/20/2019==
 
  
−
===Dispatch Module===
+
===Purchase Order Module===
  
−
Dispatch End of Day<BR>
+
====P.O. Receipt Entry====
−
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 issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
−
===Ticketing Module===
 
  
−
Ticketing End of Day<BR>
+
===General===
−
Ticketing Re-Transfer Tickets
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Ticketing Order List
+
====Company Database====
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
−
===Accounts Receivable Module===
+
:Updated to version 27.02.
  
−
A/R Open Ticket Stack
 
−
: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.
 
  
−
A/R Quick Ticket Entry
+
====Reports====
−
:'''Bring down Ticket Time from previous line.'''
 
  
−
A/R Sales Tax Rate Maintenance
+
:Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)
−
:'''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
 
−
:Assign Job Class field from the job when the Job Id is changed.
 
  
−
A/R Void Invoice
+
====Windows Client====
−
:Reset grid column sorting/filtering after void.
 
  
−
===Accounts Payable Module===
+
:'''Improve precision of Unit Cost fields.'''
  
−
A/P Handwritten Check Entry
 
−
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
 
  
−
A/P Invoice Vouchering
+
===Services===
−
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
  
−
A/P Vendor Maintenance
+
====Application Server====
−
:'''Add Mobile phone number column to Contacts grid.'''
 
  
−
===General Ledger Module===
+
:'''Improve precision of cost calculations when reconciling inventory.'''
  
−
G/L Print Account Segments
 
−
G/L Source Code List
 
−
:Fix exception "EOleException: Internal Server Error" when running the report.
 
  
−
===Job Cost Module===
+
====Device Aggregator====
  
−
J/C Import Transactions
+
====Device Server====
−
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
  
−
===Payroll Module===
+
:'''Increase precision of Specific Gravity field.'''
  
−
Calculate Payroll
+
==Release 5.2.1.0 - 12/10/2025==
−
:'''Support date value for company and employee factors.'''
 
−
:'''Support date comparison in formulas.'''
 
  
−
Payroll Federal & State W-2 Export (Web Portal)
+
===Accounts Receivable Module===
−
:'''Completed 2019 W-2 compliance testing.'''
 
  
−
Payroll Re-Print Direct Deposit Stubs
+
====Customer Prices Maintenance====
−
Payroll Re-Print Paychecks
 
−
:'''Add "Labor Class" to selection criteria.'''
 
  
−
Payroll Tax Library
+
:Fix issue where customer price records could not be deleted (introduced in 5.2.)
−
:'''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==
+
====Re-Print Tickets====
  
−
===Dispatch Module===
+
: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.
  
−
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
+
====Print Invoices====
−
: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
+
====Re-Print Invoices====
−
:'''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
+
:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
−
:Fix 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===
+
====Vendors Maintenance====
  
−
A/R Automatic Product Maintenance
+
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
−
:'''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
+
===General===
−
:'''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
+
====Reports====
−
:'''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>
+
:'''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.'''
−
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
 
−
:'''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
+
====Windows Client====
−
:'''Default Ticket Time field to current system time when entering new tickets.'''
 
  
−
===Quoting Module===
+
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
  
−
Quote Prospect Maintenance
 
−
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
  
−
===Accounts Payable Module===
+
===Services===
  
−
A/P Invoice Vouchering
+
====Application Server====
−
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
 
  
−
===General Ledger Module===
+
:Fix zero cost issues with inventory reconciliation.
  
−
G/L Transaction Entry
 
−
:When posting a batch, use the current User Id when creating the reversing batch.
 
  
−
===Payroll Module===
+
====KServer Keystone Online Dashboard API====
  
−
Payroll ACA 1094/1095 Export
+
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
−
:'''Updated for 2019 changes.'''
 
  
−
Payroll SUTA E-File Export
+
==Release 5.2.0.0 - 12/4/2025==
−
:'''Updated for 2020 changes (PA).'''
 
  
−
Payroll Tax Library
+
===New Feature===
−
:'''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
+
====Credit Card Fees====
−
:'''Updated for 2019 changes (MA).'''
 
  
−
===General===
+
:'''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.'''
  
−
Setup Installer
 
−
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
 
  
−
Report Preview
+
====Save Form Layouts====
−
:'''Add mouse wheel support to preview window.'''
 
  
−
General
+
:'''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.'''
−
:Remove Database Connected indicator in the top right of every Keystone screen.
 
  
−
===Services===
 
  
−
Application Server
+
====Visual Themes====
−
:Do not log the prepare remote data queries for the remote company database.
 
  
−
Keystone REST Server (KServer)
+
:'''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:'''
−
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
+
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
−
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
+
:'''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.)'''
−
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
+
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
−
:Fix query statistics to separate by company (previously all companies were aggregated together.)
+
:'''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.)'''
−
: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==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Order Maintenance
+
====Order List====
−
: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.
 
  
−
Dispatch Schedule
+
:Remove blank Report Sequence option.
−
:'''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===
 
  
−
Order Stack
+
====Order Maintenance====
−
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
 
  
−
===Accounts Receivable Module===
+
:Remove the MAP button next to the Delivery Instructions fields.
  
−
A/R Customer Maintenance
+
:'''Add a warning message when changing Job Id for an existing order.'''
−
:'''Add Customer Color field to the Information tab.'''
 
−
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
 
  
−
A/R Driver Maintenance
+
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
−
:'''Add Driver Color field.'''
 
  
−
A/R Import Tickets
 
−
: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
+
====Schedule====
−
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
 
−
:'''Allow column sorting and column customization on GPS grid.'''
 
  
−
===Accounts Payable Module===
+
:'''Add "Base Mix" as an optional schedule grid field.'''
  
−
A/P Invoice Vouchering
+
:'''Added hint message for split orders.'''
−
:Fix delay when scrolling up/down on the invoice grid.
 
  
−
===Payroll Module===
+
:'''Add "Show Status Hints" to Options menu.'''
  
−
Tax Library
+
:'''Add "Status Hint Legend" to Options menu.'''
−
:'''Updated to 2019-R11 version (MN.)'''
 
  
−
===General===
+
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
  
−
Reports
+
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
−
: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
 
−
:Force KServer service start when updating the master application server.
 
−
:Updated Visual C++ 2013 Runtime libraries.
 
  
−
===Services===
+
===Ticketing Module===
  
−
Device Aggregator
+
====Order List====
−
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
 
  
−
Device Server
+
:Remove blank Report Sequence option.
−
:'''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)
 
−
:'''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==
+
===Accounts Receivable Module===
  
−
===Dispatch Module===
+
====A/R Inquiry====
  
−
Concrete Calculator
+
:'''Add credit card fee/pay class to Payment History grid.'''
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
 
−
</blockquote>
 
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
====Cash Posting Register====
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
:'''Add "Session No" to selection criteria.'''
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
+
====Customer Prices Maintenance====
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
  
−
'''Use current PC clock date as delivery date when creating orders.'''
 
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
====Customer Sales by Job====
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
:Fix overlap of long product code and product description.
−
</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.
+
====Drivers List====
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
 
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
====Email Invoices====
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
: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.
  
−
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.'''
+
====Job Prices Maintenance====
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
+
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
 
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
====Pay Class Maintenance====
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:'''New option added to the A/R File Maintenance menu.'''
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
====Products Maintenance====
  
−
When copying an order, verify that the Customer Id field is not blank.
+
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
−
</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.
 
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
====Sales Tax Rates Maintenance====
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
−
</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.'''
+
====Ticket Maintenance====
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
:'''Ask for a Void Reason when using the F3 Void button.'''
  
−
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.
+
====Void Invoice====
−
</blockquote>
 
−
===Accounts Receivable Module===
 
  
−
A/R Cash Posting
+
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
  
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
 
−
</blockquote>
 
−
A/R Inquiry
 
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
===Accounts Payable Module===
−
</blockquote>
 
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
====Email ACH Stubs====
  
−
'''Italicize inactive automatic products on the main grid.'''
+
:'''New option added to the A/P Invoicing/Checks menu.'''
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
 
−
</blockquote>
 
−
Credit Card Pre-Approval
 
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
+
====Federal & State 1099 Export====
−
</blockquote>
 
−
Import Tickets
 
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
+
:'''Updated for 2025.'''
  
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
 
  
−
'''Significant performance improvement when importing online and remote tickets.'''
+
====Print 1099 Forms (Month End)====
  
−
Show reconcile error dialog when a required field has an invalid value.
+
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
  
−
Display message and abort when errors occur when applying tickets to the database.
 
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
  
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
+
====Vendors Maintenance====
−
</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.)'''
+
:Fix typecast exception (Null->OleStr) when adding a new vendor.
−
</blockquote>
 
−
Open Ticket Stack
 
  
−
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
 
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
+
====Handwritten Check Entry====
  
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
====Invoice Vouchering====
  
−
Fix Access Violation exceptions and issues with column sorting.
+
====Vendor Classes Maintenance====
−
</blockquote>
 
−
Physical Inventory Entry
 
  
−
<blockquote>Prevent entering a negative count.
+
====Vendors Maintenance====
−
</blockquote>
 
−
Plant Maintenance
 
  
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
+
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
−
</blockquote>
 
−
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.'''
+
===General Ledger Module===
−
</blockquote>
 
−
Product Maintenance
 
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
====Accounts Maintenance====
−
</blockquote>
 
−
Re-Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
  
−
'''Add ability to print e-ticket document images on invoices.'''
 
−
</blockquote>
 
−
===Quote Module===
 
  
−
Print Quotes
+
===System Menu===
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
+
====Option Maintenance====
−
</blockquote>
 
−
Quote Maintenance
 
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
+
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
−
</blockquote>
 
−
===Accounts Payable Module===
 
  
−
A/P Handwritten Check Entry
 
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
===General===
−
 
 
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
 
−
 
 
−
When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
 
−
</blockquote>
 
−
A/P Inquiry
 
−
 
 
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
 
−
 
 
−
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.
 
−
</blockquote>
 
−
Vendor Invoice History
 
−
 
 
−
<blockquote>Show Void Date for voided invoices.
 
−
</blockquote>
 
−
===General Ledger Module===
 
−
 
 
−
Trial Balance
 
−
 
 
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
 
  
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
+
====Company Database====
−
</blockquote>
 
−
===Payroll Module===
 
  
−
Calculate Payroll
+
:'''Updated to version 26.07.'''
  
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
 
−
</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.
+
====Document Database====
−
</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.
+
:'''Updated to version 2.01.'''
−
</blockquote>
 
−
Tax Library
 
  
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
−
</blockquote>
 
−
===General===
 
  
−
DataScope
+
====Keystone Setup====
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
−
</blockquote>
 
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
</blockquote>
 
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
+
====System Menu====
−
</blockquote>
 
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
+
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
−
</blockquote>
 
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
:'''Add Visual Theme selector icon to the top of the menu.'''
−
</blockquote>
 
−
General
 
  
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
+
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
  
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
+
: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.
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
+
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
 
  
−
'''Add support for security roles on custom queries.'''
+
====Windows Client====
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
−
</blockquote>
 
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
+
:'''Add First/Last page buttons to the Document Viewer.'''
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
+
:'''Use search button in place of blue background for fields where F4 search is available.'''
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
  
−
'''Add support for security roles on custom queries.'''
+
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
 
  
−
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.
+
[[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 16:01, 29 December 2025

Contents


NOTE: Items in bold type are NEW features.

Release 5.2.3.0 -

Dispatch Module

Order Maintenance

When adding a new order, display "<Required>" in the P.O. Number field if it is required.


Ticket Printing

When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.


Accounts Receivable Module

Pay Class Maintenance

Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)


Ticket Maintenance

When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.


General

System Menu

Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.


Windows Client

Improve unit cost rounding on various reports.


Services

Application Server

Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)


Application Server

Device Aggregator

Device Server

Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.


Ticketing Module

Order Maintenance

Ticket Printing

When adding a new item, display "<Required>" in the P.O. Number field if it is required.


Utilities

DataScope

Query Export

Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.

Release 5.2.2.0 - 12/19/2025

Accounts Receivable Module

Job Prices Maintenance

Do not display customer warning that is set to trigger in Order Maintenance.


Purchase Order Module

P.O. Receipt Entry

Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.


General

Company Database

Updated to version 27.02.


Reports

Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)


Windows Client

Improve precision of Unit Cost fields.


Services

Application Server

Improve precision of cost calculations when reconciling inventory.


Device Aggregator

Device Server

Increase precision of Specific Gravity field.

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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