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 3.6.10 - 4/10/2020==
+
==Release 5.3.0.0 - 6/17/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Order Maintenance
+
====Driver Call-In Report====
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:'''Include Job contacts in Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
 
  
−
Dispatch Ticket Printing
+
:'''Add "Customer Name" to the report.'''
−
:'''Send truck's Owner Code to batch control.'''
 
−
:'''Send Plant Name, Address and Phone Number fields to batch control.'''
 
−
:'''Send Batch Weight Notification email addresses to batch control.'''
 
  
−
Dispatch Truck Demand Graph
 
−
:Fix "Update Error: Invalid URL" when clicking OK on the planning page (introduced in 3.6.7.)
 
  
−
===Ticketing Module===
+
====Email Orders====
−
 
 
−
Ticketing Order Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:'''Include Job contacts in Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
 
−
 
 
−
Ticketing Ticket Printing
 
−
:'''Send truck's Owner Code to batch control.'''
 
−
:'''Send Plant Name, Address and Phone Number fields to batch control.'''
 
−
:'''Send Batch Weight Notification email addresses to batch control.'''
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
A/R Credit Review Report
 
−
:'''New option added to the Accounts Receivable menu.'''
 
−
 
 
−
A/R Customer Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
 
 
−
A/R Job Price Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts always appear before job contacts.
 
−
 
 
−
===Quote Module===
 
  
−
Quote Maintenance
+
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
  
−
Quote Prospect Maintenance
+
:'''Add "Cutoff Date" when selecting orders by customer. '''
−
:'''Add "Email Bwt" column to Contacts grid.'''
+
:'''Show "Delv Date" on the order grid.'''
  
−
===Cash Management Module===
 
  
−
C/M Cash Flow Summary Report
+
====On Hand Inquiry====
−
:'''New option added to the C/M Reports menu.'''
 
  
−
===General Ledger Module===
+
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
  
−
G/L Trial Balance by Month
 
−
:'''New option added to the G/L Reports menu.'''
 
  
−
===Payroll Module===
+
====Order Maintenance====
  
−
Payroll Company Summary Report
+
:Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
−
:'''New option added to the Payroll Reports/Inquiries menu.'''
 
  
−
Payroll Employee Summary Report
+
:Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
−
:'''New option added to the Payroll Reports/Inquiries menu.'''
 
  
−
Payroll Tax Library
+
:'''Add an order event when the "Reprice" function is used.'''
−
:Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.)
 
  
−
===Services===
+
:'''Add "Sales Territory" field.'''
  
−
Device Aggregator
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Add ability to send ticket/batch weight information to multiple linked devices when processing batch weight results.'''
 
  
−
Device Server
 
−
:'''Send truck's Owner Code to ULINK batch control as field #195.'''
 
−
:'''Add SMTP Email client support.'''
 
−
:'''Add EMAILNOTIFICATION batch control device.'''
 
−
:Fix "Division by Zero" exception in KOBATCHWEIGHTS device when actual weights are not specified or zero.
 
−
:Format "Batch Size" with two decimal places in KOBATCHWEIGHTS device.
 
  
−
Keystone REST Server (KServer)
+
====Schedule====
−
:Driver API: Fix "truckticketinfo" endpoint to ignore contacts with blank email addresses.
 
−
:Quote API: Fix "quote" post endpoint to default LastRevisedDate to QuoteDate.
 
−
:Windows Client Dispatch API v2: Remove truck demand graph queries.
 
  
−
==Build 3.6.9 - 4/3/2020==
+
:'''When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
  
−
===Dispatch Module===
+
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
  
−
Dispatch Schedule
+
:'''The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.'''
−
:Sometimes a truck cannot be dragged onto an order.
 
  
−
===General===
+
:'''Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.'''
  
−
Reports
+
:Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
−
:'''Allow user to add additional attachments in the Send Email dialog.'''
 
  
−
Windows Client
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
−
:Raise exception when KServer HTTP response status code is not 200 or 304.
 
−
:Raise more meaningful exception when KServer HTTP response is not a valid JSON object.
 
  
−
===Services===
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
  
−
Device Server
 
−
:'''Add KOBATCHWEIGHTS batch device to send rendered batch weights image to Keystone Online.'''
 
−
:'''Add INFO_BUSINESSID device configuration parameter to Keystone Online Batch device.'''
 
  
−
==Build 3.6.8 - 3/27/2020==
+
====Ticket Printing====
  
−
===Dispatch Module===
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
Dispatch Reports
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
:Exclude office tickets on Hold.
 
  
−
===Accounts Receivable Module===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
A/R Import Tickets
+
:'''Add "Sales Territory" field.'''
−
:Fix Catastrophic Failure exception when importing online tickets.
 
  
−
A/R Plant Maintenance
 
−
:'''Add "E-Ticket Form Type" field.'''
 
  
−
A/R Salesperson Maintenance
+
====Truck Demand Graph====
−
:'''Add "E-Ticket Form Type" field.'''
 
  
−
===General===
+
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
  
−
System Option Maintenance
 
−
:'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
 
  
−
===Services===
+
====Order Maintenance====
  
−
Keystone REST Server (KServer)
+
====Ticket Printing====
−
:Fix Access Violation exception for endpoints with non-SELECT queries.
 
−
:Avoid reprocessing Calc parameters during non-SELECT queries.
 
−
:Fix "Cannot open / define command, which does not return result sets" exception when running the cachegc query.
 
−
:'''Driver API: Add FormType field to truckticketinfo endpoint.'''
 
−
:FX API: Modify kpi and kpibymo endpoints to exclude office tickets on Hold.
 
−
:'''Quote API: Add Notes1, Notes2 fields to Quote calls.'''
 
  
−
==Build 3.6.7 - 3/20/2020==
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
  
−
===Dispatch Module===
+
:'''Add "Bill As Plant" field.'''
  
−
Dispatch Blank Time Fields Report<BR>
 
−
Dispatch Detailed Yardage Report<BR>
 
−
Dispatch Driver Time/Yardage Analysis Report<BR>
 
−
Dispatch Late Time Report<BR>
 
−
Dispatch Order Time/Yardage Analysis Report<BR>
 
−
Dispatch Plant Production Report<BR>
 
−
Dispatch Plant Time/Yardage Analysis Report<BR>
 
−
Dispatch Ticket Time Analysis Report
 
−
:Now includes only Concrete Mix product types.
 
−
 
−
Dispatch Order Maintenance
 
−
:'''Add field change event when Ovr Load Size changed for a load.'''
 
−
:'''Add event when product is added, changed or deleted.'''
 
−
:'''Show customer credit warning based on Show Order Warning customer checkbox.'''
 
−
 
−
Dispatch Order Time/Yardage Analysis Report
 
−
:'''Add Driver Id selection and print Driver Id on report.'''
 
−
 
−
Dispatch Schedule
 
−
:Performance improvement: add database procedure to obtain schedule totals.
 
−
:Performance improvement: new schedule queries that mimic pre-3.6 versions.
 
−
 
−
Dispatch Ticket Printing
 
−
:'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
 
−
:Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
 
−
 
−
Dispatch Truck Demand Graph
 
−
:Graph data now obtained via KServer.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticketing Order Maintenance
+
====On Hand Inquiry====
−
:'''Show customer credit warning based on Show Order Warning customer checkbox.'''
 
−
 
 
−
Ticketing Ticket Printing
 
−
:'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
 
−
:Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
A/R Auto Product Maintenance
 
−
:Fix summary display of Qty and Order Qty to show decimal places.
 
−
 
 
−
A/R Cash Posting Register<BR>
 
−
A/R MTD Cash Posting Register
 
−
:'''Add Customer Class selection.'''
 
−
 
 
−
A/R Customer Maintenance
 
−
:'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.'''
 
−
 
 
−
A/R Import Tickets
 
−
:Fix issue with improperly deleting plant tickets when another user runs End Of Day during the online import process.
 
−
 
 
−
A/R Open Ticket Stack<BR>
 
−
A/R Ticket Maintenance
 
−
:'''Now defaults "Void Deleted Tickets" option to True.'''
 
−
 
 
−
A/R Plant Maintenance
 
−
:'''Require access code to delete a plant.'''
 
−
 
 
−
A/R Print Statements
 
−
:Now prints void invoices that were voided after the statement date.
 
−
 
 
−
A/R Product Sales Report
 
−
:The YTD Qty, Sales and Gross Profit columns have been widened.
 
−
 
 
−
A/R Summary Sales Report
 
−
:'''Add Highest YTD Sales report sequence.'''
 
−
 
 
−
===Quote Module===
 
−
 
 
−
Quote Maintenance
 
−
:'''Show Credit Status and indicate Blocked status in red color.'''
 
−
 
 
−
===Accounts Payable Module===
 
−
 
 
−
A/P Inquiry
 
−
:'''Show P.O. Number on P.O. Receipts History grid.'''
 
−
 
 
−
A/P Select Invoices for Payment
 
−
:'''Add Description as an optional grid field.'''
 
−
 
 
−
===Cash Management Module===
 
−
 
 
−
C/M Statement Reconciliation
 
−
:'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.'''
 
−
:Exclude voids/reversals in transaction grid.
 
−
 
 
−
Enter C/M Balances
 
−
:No longer asks for offsetting G/L entries.
 
−
 
 
−
Import C/M Transactions
 
−
:'''Import transactions to a batch instead of directly into C/M transaction tables.'''
 
−
:'''Support new simplified import format.'''
 
−
:'''Add File Contains Header checkbox to ignore header record in import file.'''
 
−
:Improve CSV import to handle unquoted strings containing spaces.
 
  
−
Post Imported C/M Transactions
+
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
−
:'''New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.'''
 
  
−
===Payroll Module===
 
  
−
Payroll Print Direct Deposit Stubs
+
====Order Maintenance====
−
:Fix to use direct deposit stub form by default (introduced in 3.6.5.1.)
 
  
−
Payroll Tax Library
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Updated to 2020-R4 version (AR, DC, MD, MO, OR states.)'''
 
  
−
Payroll Timecard Maintenance
 
−
:'''Show Employment Status and indicate Terminated status in red color.'''
 
  
−
===General===
+
====Order Stack====
  
−
Batch Maintenance
+
:'''When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
−
:Validate dates before posting the batch.
 
  
−
DataScope<BR>
+
:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
−
Query Export
 
−
:Fix to show descriptive error message when query is invalid (introduced in 3.6.5.4.)
 
  
−
File Maintenance
 
−
:Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
 
  
−
===Services===
+
====Ticket Printing====
  
−
Keystone REST Server (KServer)
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:Support SELECT queries that don't begin with the word SELECT.
 
−
:Fix exception when kserver.ini file change detected but file is in use.
 
−
:Fix exception when decompressing request body.
 
−
:Quote API: Add last revised date parameters to QuoteList endpoint.
 
−
:Quote API: Add LastRevisedDate field to QuoteList endpoint.
 
−
:Windows Client Dispatch API v2: New schedule queries that mimic pre-3.6 versions.
 
−
:Windows Client Dispatch API v2: Add Truck Demand Graph queries.
 
  
−
==Build 3.6.6 - 2/11/2020==
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
===Dispatch Module===
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
Dispatch Order Maintenance
 
−
:'''Add "Carry Order Balance" checkbox to Copy Order dialog. '''
 
−
 
−
Dispatch Schedule
 
−
:Performance improvement when switching the schedule between today and up to 10 days in the future.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Print Invoices
+
====A/R Inquiry====
−
:Use Check Date instead of Ticket Date when processing ticket payments.
 
  
−
A/R Product List
+
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
−
:Fix page overflow issue when "Show Assemblies" checkbox is checked.
 
  
−
A/R Product Maintenance
+
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
−
: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===
 
  
−
Print Direct Deposit Stubs<BR>
+
====Aged Trial Balance====
−
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>
+
:'''Add "Credit Manager" selection.'''
−
Re-Print Paychecks
 
−
:Load the proper form at startup based on the last selected form.
 
  
−
SUTA E-File Export
 
−
:'''Save the Employer Email field from run to run.'''
 
  
−
===General===
+
====Customer Prices List====
  
−
DataScope<BR>
+
:'''Add "Exp Date" field to report.'''
−
Query Export
 
−
:'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
 
  
−
Online (F1) Help
 
−
:Fixed for internal help system changes.
 
  
−
Web Update
+
====Customer Prices Maintenance====
−
:Eliminate issue with SonicWall firewalls blocking Keystone web update.
 
  
−
===Services===
+
:'''Add "Exp Date" field to price grid.'''
  
−
Keystone REST Server (KServer)
 
−
: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==
+
====Customers Maintenance====
  
−
===Dispatch Module===
+
:'''Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)'''
  
−
Dispatch Ticket Printing
+
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Ticketing Module===
+
:'''Add "Credit Manager" field.'''
  
−
Ticketing Ticket Printing
+
:'''Add Email To Job option to Contacts grid.'''
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Payroll Module===
+
:'''Add field change events for the customer address fields.'''
  
−
ACA 1094/1095 Export
+
:'''Add function button to switch to A/R Inquiry for the current customer.'''
−
:'''Compliance testing for 2019 completed.'''
 
  
−
Calculate Payroll
 
−
:'''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
+
====Divisions Maintenance====
−
:'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
 
  
−
Payroll Timecard Maintenance
+
:'''Add Company Info tab to support A/P 1099 by division.'''
−
:'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.'''
 
  
−
Prepare Payroll
 
−
:'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
 
  
−
===General===
+
====Drivers Maintenance====
  
−
Automatic Products
+
:'''Add "Start Date" field.'''
−
:Significant performance improvement when processing Automatic Products.
 
  
−
Form Reports
 
−
:'''Add ability to specify shading color for boxes on forms.'''
 
  
−
Windows Client Options
+
====Email Invoices====
−
: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===
+
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
  
−
Application Server
 
−
:'''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
+
====Invoiced Tickets List (Month End)====
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Keystone REST Server (KServer)
+
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
−
:'''Driver API: Add "driverinfo" endpoint.'''
 
  
−
===Database===
 
  
−
Company Database
+
====Job Prices Maintenance====
−
:'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
 
  
−
==Build 3.6.4 - 12/23/2019==
+
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
  
−
===Payroll Module===
+
:'''Add "Description" column to the Auto Products grid.'''
  
−
Payroll Tax Library
+
:'''Add "Sales Territory" field.'''
−
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
  
−
===Services===
+
:'''Add field change event for the C.O.D. field.'''
  
−
Application Server
 
−
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
  
−
Keystone REST Server (KServer)
+
====Open Ticket Stack====
−
:Reduce lock contention for InterBase database connections.
 
−
:Reduce lock contention for SQLite database connections.
 
  
−
==Build 3.6.3 - 12/20/2019==
+
:'''Add "Bill As Plant" as an optional grid field.'''
  
−
===Dispatch Module===
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
  
−
Dispatch End of Day<BR>
 
−
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
+
====Print Invoices====
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
−
===Ticketing Module===
+
:'''Add "Posted" indication in session log when invoices are posted.'''
  
−
Ticketing End of Day<BR>
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
−
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
 
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
−
===Accounts Receivable Module===
+
====Sales Territories List====
  
−
A/R Open Ticket Stack
+
:'''New option added to the A/R File List menu.'''
−
: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
 
−
:'''Bring down Ticket Time from previous line.'''
 
  
−
A/R Sales Tax Rate Maintenance
+
====Sales Territories Maintenance====
−
:'''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
+
:'''New option added to the A/R File Maintenance menu.'''
−
:Assign Job Class field from the job when the Job Id is changed.
 
  
−
A/R Void Invoice
 
−
:Reset grid column sorting/filtering after void.
 
  
−
===Accounts Payable Module===
+
====Salespeople Maintenance====
  
−
A/P Handwritten Check Entry
+
:'''Add sales territory grid.'''
−
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
 
  
−
A/P Invoice Vouchering
 
−
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
  
−
A/P Vendor Maintenance
+
====Voided Tickets Report====
−
:'''Add Mobile phone number column to Contacts grid.'''
 
  
−
===General Ledger Module===
+
:The Ticket Number will now properly show all 7 digits on the report.
  
−
G/L Print Account Segments
 
−
G/L Source Code List
 
−
:Fix exception "EOleException: Internal Server Error" when running the report.
 
  
−
===Job Cost Module===
+
====A/R Inquiry====
  
−
J/C Import Transactions
+
====Cash Posting====
−
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
  
−
===Payroll Module===
+
:'''Add "Unit Disc" field to Ticket History grid.'''
  
−
Calculate Payroll
 
−
:'''Support date value for company and employee factors.'''
 
−
:'''Support date comparison in formulas.'''
 
  
−
Payroll Federal & State W-2 Export (Web Portal)
+
====A/R Inquiry====
−
:'''Completed 2019 W-2 compliance testing.'''
 
  
−
Payroll Re-Print Direct Deposit Stubs
+
====Cash Posting====
−
Payroll Re-Print Paychecks
 
−
:'''Add "Labor Class" to selection criteria.'''
 
  
−
Payroll Tax Library
+
====Job Prices Maintenance====
−
:'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
 
  
−
Payroll Void Paychecks
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
: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==
 
  
−
===Dispatch Module===
+
====Cash Posting Register====
  
−
Dispatch Order Maintenance<BR>
+
====Cash Posting Register (Month End)====
−
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
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
−
: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
 
−
:'''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
+
====Comparative Customer Sales====
−
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
 
  
−
===Ticketing Module===
+
====Customer Sales History====
  
−
Ticketing Order Maintenance<BR>
+
====Customer Sales by Job====
−
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===
+
====Customer Sales by Product====
  
−
A/R Automatic Product Maintenance
+
====Daily Plant Sales====
−
:'''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>
+
====Product Sales====
−
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
+
====Product Sales History====
−
:'''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
+
====Product Sales by Customer====
−
:'''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>
+
====Summary Sales====
−
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 "Sales Territory" selection.'''
−
:'''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
 
−
:'''Default Ticket Time field to current system time when entering new tickets.'''
 
  
−
===Quoting Module===
+
====Driver Report====
  
−
Quote Prospect Maintenance
+
====Driver Report (Month End)====
−
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
  
−
===Accounts Payable Module===
+
:'''Add "Driver Name" to the report.'''
  
−
A/P Invoice Vouchering
 
−
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
 
  
−
===General Ledger Module===
+
====Print Invoices====
  
−
G/L Transaction Entry
+
====Re-Print Invoices====
−
:When posting a batch, use the current User Id when creating the reversing batch.
 
  
−
===Payroll Module===
+
:'''When printing the product summary, list the mix product first.'''
  
−
Payroll ACA 1094/1095 Export
 
−
:'''Updated for 2019 changes.'''
 
  
−
Payroll SUTA E-File Export
+
===Quote Module===
−
:'''Updated for 2020 changes (PA).'''
 
−
 
 
−
Payroll Tax Library
 
−
:'''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===
 
−
 
 
−
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
 
−
:'''Add mouse wheel support to preview window.'''
 
−
 
 
−
General
 
−
:Remove Database Connected indicator in the top right of every Keystone screen.
 
−
 
 
−
===Services===
 
  
−
Application Server
+
====Quote Maintenance====
−
:Do not log the prepare remote data queries for the remote company database.
 
  
−
Keystone REST Server (KServer)
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
 
−
:'''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==
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
  
−
===Dispatch Module===
+
:'''Add "margin warning" to Cost Estimator.'''
  
−
Dispatch Order Maintenance
+
:'''Add "Default Tkt/Ord Products" system option.'''
−
: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
+
:'''Add "Sales Territory" field.'''
−
:'''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===
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
  
−
Order Stack
 
−
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
 
  
−
===Accounts Receivable Module===
+
====Prospect Maintenance====
  
−
A/R Customer Maintenance
+
====Quote Maintenance====
−
:'''Add Customer Color field to the Information tab.'''
 
−
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
 
  
−
A/R Driver Maintenance
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''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
 
−
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
 
−
:'''Allow column sorting and column customization on GPS grid.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Invoice Vouchering
+
====Email ACH Stubs====
−
:Fix delay when scrolling up/down on the invoice grid.
 
−
 
 
−
===Payroll Module===
 
  
−
Tax Library
+
:The Status column in the grid will now always show the most recent email status.
−
:'''Updated to 2019-R11 version (MN.)'''
 
  
−
===General===
 
  
−
Reports
+
====Select Invoices for Payment====
−
: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
+
:The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
−
:Force KServer service start when updating the master application server.
 
−
:Updated Visual C++ 2013 Runtime libraries.
 
  
−
===Services===
+
:'''On the Pay Invoice dialog you can now change the payment method.'''
  
−
Device Aggregator
 
−
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
 
  
−
Device Server
+
====Vendors Maintenance====
−
:'''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)
+
:'''Add "Division" field to the 1099 Amounts grid.'''
−
:'''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==
 
  
−
===Dispatch Module===
+
====A/P ACH Export====
  
−
Concrete Calculator
+
====Re-Export A/P ACH====
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
−
</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.'''
+
====1099 Audit List (Month End)====
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Federal & State 1099 Export====
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
+
:'''Add Division selection.'''
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
====Handwritten Check Entry====
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
====Invoice Vouchering====
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
:Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)
−
</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.
+
====Print Checks====
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Re-Print Checks====
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
:Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".
  
−
'''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.
+
===Purchase Order Module===
  
−
Reload ticket customer prior to generating batch control data.
+
====Purchase Orders List====
−
</blockquote>
 
−
Truck Demand Graph
 
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
 
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
===Cash Management Module===
−
 
 
−
<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.'''
 
−
 
 
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
−
 
 
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
−
 
 
−
'''Use current PC clock date as delivery date when creating orders.'''
 
−
 
 
−
When copying an order, verify that the Customer Id field is not blank.
 
−
</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.
 
−
</blockquote>
 
−
Re-Transfer Tickets
 
−
 
 
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
 
−
</blockquote>
 
−
Ticket Printing
 
−
 
 
−
<blockquote>'''Display product warning message after entering Product Id.'''
 
−
 
 
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
−
 
 
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
 
−
 
 
−
'''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.
 
−
 
 
−
Reload ticket customer prior to generating batch control data.
 
−
</blockquote>
 
−
===Accounts Receivable Module===
 
−
 
 
−
A/R Cash Posting
 
−
 
 
−
<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.
 
−
</blockquote>
 
−
Automatic Product Maintenance
 
−
 
 
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
 
−
 
 
−
'''Italicize inactive automatic products on the main grid.'''
 
−
 
 
−
'''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.'''
 
−
</blockquote>
 
−
Import Tickets
 
−
 
 
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
 
−
 
 
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
 
−
 
 
−
'''Significant performance improvement when importing online and remote tickets.'''
 
−
 
 
−
Show reconcile error dialog when a required field has an invalid value.
 
−
 
 
−
Display message and abort when errors occur when applying tickets to the database.
 
−
</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.)'''
 
−
</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.
 
−
 
 
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
 
−
 
 
−
Fix Access Violation exceptions and issues with column sorting.
 
−
</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.
 
−
</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.'''
 
−
</blockquote>
 
−
Product Maintenance
 
−
 
 
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
 
−
</blockquote>
 
−
Re-Print Invoices
 
−
 
 
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
 
−
 
 
−
'''Add ability to print e-ticket document images on invoices.'''
 
−
</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.)'''
 
−
</blockquote>
 
−
Quote Maintenance
 
−
 
 
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
 
−
</blockquote>
 
−
===Accounts Payable Module===
 
  
−
A/P Handwritten Check Entry
+
====Statement Reconciliation====
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
  
−
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.'''
 
−
</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.
 
−
</blockquote>
 
−
Company Maintenance
 
−
 
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
−
Employee Maintenance
 
−
 
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
−
Tax Library
 
−
 
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
−
</blockquote>
 
 
===General===
 
===General===
  
−
DataScope
+
====Company Database====
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
:'''Updated to version 28.02.'''
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
====System Menu====
−
</blockquote>
 
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
−
</blockquote>
 
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
 
−
</blockquote>
 
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
====Windows Client====
−
</blockquote>
 
−
General
 
  
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
+
:'''Add events for item rename/merge.'''
  
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
 
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
===Services===
  
−
'''Add support for security roles on custom queries.'''
+
====Application Server====
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
:Setup relay server connection info only for the main Keystone server.
−
</blockquote>
 
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
 
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
+
====Device Server====
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
'''Add support for security roles on custom queries.'''
+
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
+
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
  
−
Do not include custom queries for non-existent or non-allowed menu keys.
+
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
  
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
+
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
−
</blockquote>
 
−
===Services===
 
  
−
Application Server
+
:'''Add "Keystone Online" batch weight notification device.'''
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
 
  
−
'''Support multiple application servers at a single site.'''
+
====KServer External AICrete API v2====
  
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''New API for AICrete which requires authorization header.'''
  
−
'''Add log message when system license info changed.'''
 
  
−
Only send active load statuses when sending dispatch events.
+
====KServer External SalesInsight API v2====
−
</blockquote>
 
−
Device Aggregator
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''New API for SalesInsight.'''
−
</blockquote>
 
−
Device Server
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
  
−
'''Add &quot;Keystone Online&quot; batch control link.'''
+
====KServer Keystone Online Customer Portal API====
  
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
  
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
 
  
−
When voiding a ULINK ticket, Include failure message response in error log.
+
====KServer Keystone Online Dashboard API====
−
</blockquote>
 
−
Keystone REST Server (KServer)
 
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
  
−
'''Database Backup and Restore moved to KServer.'''
 
  
−
'''Keystone Update moved to KServer.'''
+
====KServer Keystone Online E-Ticketing API====
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
  
−
'''Some file lists and reports have been moved to KServer.'''
 
  
−
'''Document Imaging document list/document retrieval moved to KServer.'''
+
====KServer Windows Client A/R API====
  
−
'''Improved logging capabilities.'''
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
  
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
  
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
 
  
−
'''Add support for &quot;list&quot; parameters.'''
+
====KServer Windows Client Device API v2====
  
−
'''Add support for &quot;MS Access&quot; databases.'''
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
  
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
 
  
−
'''Support singleton auto-run item (once per server.)'''
+
====Keystone REST Server (KServer)====
  
−
'''Version API: Add statistics endpoints.'''
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
----
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
[[Release Notes for Keystone 5.2.x]]
  
−
'''Improved query caching method.'''
+
[[Release Notes for Keystone 5.1.x]]
  
−
'''Add Keystone Online Customer Portal API.'''
+
[[Release Notes for Keystone 5.0.x]]
  
−
'''It is no longer necessary to create separate configuration options for each company database.'''
+
[[Release Notes for Keystone 4.7.x]]
  
−
Several fixes in cache handling, logging and multi-threading logic.
+
[[Release Notes for Keystone 4.6.x]]
  
−
Handle escaped characters correctly in query parameter values.
+
[[Release Notes for Keystone 4.5.x]]
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
[[Release Notes for Keystone 4.4.x]]
  
−
Delay AUTORUN processing for one minute after startup.
+
[[Release Notes for Keystone 4.3.x]]
  
−
Use single background task to communicate with device aggregator that reads a queue of commands.
+
[[Release Notes for Keystone 4.2.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
+
[[Release Notes for Keystone 4.1.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
+
[[Release Notes for Keystone 4.0.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 3.6.x]]
−
 
 
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
 
−
 
 
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
 
−
 
 
−
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.
 
−
 
 
−
When running autorun query, first check that database version is current, abort if not.
 
−
 
 
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
 
−
 
 
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
 
−
</blockquote>
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 3.5.x]]
 
[[Release Notes for Keystone 3.5.x]]

Latest revision as of 18:55, 17 June 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

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


On Hand Inquiry

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


Order Maintenance

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


Schedule

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


Ticket Printing

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


Truck Demand Graph

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


Order Maintenance

Ticket Printing

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


Ticketing Module

On Hand Inquiry

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


Order Maintenance

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


Order Stack

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


Ticket Printing

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


Accounts Receivable Module

A/R Inquiry

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


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

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


Divisions Maintenance

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


Drivers Maintenance

Add "Start Date" field.


Email Invoices

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


Invoiced Tickets List (Month End)

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


Job Prices Maintenance

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


Open Ticket Stack

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


Print Invoices

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


Sales Territories List

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


Sales Territories Maintenance

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


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

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


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

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


Cash Posting Register

Cash Posting Register (Month End)

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


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

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


Quote Module

Quote Maintenance

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


Prospect Maintenance

Quote Maintenance

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


Accounts Payable Module

Email ACH Stubs

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


Select Invoices for Payment

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


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

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


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

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


Print Checks

Re-Print Checks

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


Purchase Order Module

Purchase Orders List

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


Cash Management Module

Statement Reconciliation

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


General

Company Database

Updated to version 28.02.


System Menu

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


Windows Client

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


Services

Application Server

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


Device Server

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


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

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


KServer Keystone Online Dashboard API

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


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

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


KServer Windows Client Device API v2

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


Keystone REST Server (KServer)

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

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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