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 3.6.11 - 4/24/2020==
+
==Build 5.0.2 - 5/30/2025==
 
 
===Dispatch Module===
 
 
 
Dispatch Order Maintenance
 
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
:Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
 
 
 
Dispatch Ticket Maintenance
 
:Fix Batch Weights grid to filter based on Ticket Date.
 
 
 
===Ticketing Module===
 
 
 
Ticketing Order Maintenance
 
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
:Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
 
 
 
===Accounts Receivable Module===
 
 
 
A/R Customer Maintenance<BR>
 
A/R Job Price Maintenance
 
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
 
 
A/R Email Invoices
 
:Significant reduction in size of PDF attachment when printing/emailing invoice that includes E-Ticket PDFs.
 
 
 
A/R Print Invoices<BR>
 
A/R Reprint Invoices
 
:Eliminate Product Summary group header printing at top of ticket document page.
 
 
 
A/R Sales Tax Rate Maintenance
 
:Fix exception "EDBClientError" (Key violation) when adding another locality rate where at least one already exists.
 
 
 
===Quote Module===
 
 
 
Quote Maintenance<BR>
 
Quote Prospect Maintenance
 
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
 
 
===General===
 
 
 
DataScope<BR>
 
Query Export
 
:Fix so DELETE key deletes the query after confirmation (just like CTRL+DELETE does.)
 
:Fix "Missing data provider or data packet" when running a multi-company query for the second time within a session.
 
 
 
Reports
 
:When previewing a single item report, always display the Select Printer dialog before printing.
 
:Fix reports that run through KServer to properly handle parameters containing spaces (for example, Job Ids.)
 
 
 
System Menu
 
:When processing a pending Keystone update, display an error message if the update file no longer exists on the server.
 
  
 
===Services===
 
===Services===
  
 
Application Server
 
Application Server
:'''Trigger Order Complete notification when order status changed to Completed.'''
+
:Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)
  
Device Aggregator
+
Keystone Relay Server
:'''Trigger Order Complete notification when processing batch results.'''
+
:Retry every 15 minutes if the connection to the relay service fails.
:When processing batch results use Load Date/Time from batch results as the ticket "Batch End Date/Time" value.
 
  
Device Server
+
==Build 5.0.1 - 5/23/2025==
:'''Add "SSLMethod" device parameter to SMTP client link.'''
 
:'''Add SMTP Email Order Complete notification device.'''
 
:'''Add Truck Number to batch weights notification email.'''
 
 
 
Keystone REST Server (KServer)
 
:Fix SetPostDataParams to set URI defined parameters from PostData only if the URI parameter value is not specified.
 
:Dispatch API V2: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
:Keystone Online Customer Portal API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
:Stonemont QC API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
:Windows Client Dispatch API V2: Fix "rdmDISchedule/cdsDIAvailTrucks" endpoint to keep BEG_DRIVER_DT and END_DRIVER_DT parameter values as-is (do not apply StartOfTheDay/EndOfTheDay functions.)
 
 
 
==Build 3.6.10 - 4/10/2020==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
Dispatch Order Maintenance
+
Order Maintenance
:'''Add "Email Bwt" column to Contacts grid.'''
+
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
:'''Include Job contacts in Contacts grid.'''
 
:Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
 
 
 
Dispatch 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.'''
 
 
 
Dispatch Truck Demand Graph
 
:Fix "Update Error: Invalid URL" when clicking OK on the planning page (introduced in 3.6.7.)
 
 
 
===Ticketing Module===
 
 
 
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===
 
===Accounts Receivable Module===
  
A/R Credit Review Report
+
Product Maintenance
:'''New option added to the Accounts Receivable menu.'''
+
:Fix issues looking up product codes containing plus signs (+).
 
 
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
 
:'''Add "Email Bwt" column to Contacts grid.'''
 
 
 
Quote Prospect Maintenance
 
:'''Add "Email Bwt" column to Contacts grid.'''
 
 
 
===Cash Management Module===
 
 
 
C/M Cash Flow Summary Report
 
:'''New option added to the C/M Reports menu.'''
 
  
 
===General Ledger Module===
 
===General Ledger Module===
  
G/L Trial Balance by Month
+
Import Payroll Transactions
:'''New option added to the G/L Reports menu.'''
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
 
 
===Payroll Module===
 
 
 
Payroll Company Summary Report
 
:'''New option added to the Payroll Reports/Inquiries menu.'''
 
 
 
Payroll Employee Summary Report
 
:'''New option added to the Payroll Reports/Inquiries menu.'''
 
 
 
Payroll Tax Library
 
:Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.)
 
 
 
===Services===
 
 
 
Device Aggregator
 
:'''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)
 
: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==
 
 
 
===Dispatch Module===
 
 
 
Dispatch Schedule
 
:Sometimes a truck cannot be dragged onto an order.
 
  
 
===General===
 
===General===
  
Reports
+
Company Database
:'''Allow user to add additional attachments in the Send Email dialog.'''
+
:Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
 
+
:Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.
Windows Client
 
: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===
 
 
 
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==
 
 
 
===Dispatch Module===
 
 
 
Dispatch Reports
 
:Exclude office tickets on Hold.
 
 
 
===Accounts Receivable Module===
 
 
 
A/R Import Tickets
 
:Fix Catastrophic Failure exception when importing online tickets.
 
 
 
A/R Plant Maintenance
 
:'''Add "E-Ticket Form Type" field.'''
 
 
 
A/R Salesperson Maintenance
 
:'''Add "E-Ticket Form Type" field.'''
 
 
 
===General===
 
 
 
System Option Maintenance
 
:'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
 
 
 
===Services===
 
 
 
Keystone REST Server (KServer)
 
: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==
 
 
 
===Dispatch Module===
 
 
 
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 Order Maintenance
 
:'''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
 
:'''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
 
:Fix to use direct deposit stub form by default (introduced in 3.6.5.1.)
 
 
 
Payroll Tax Library
 
:'''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===
 
 
 
Batch Maintenance
 
:Validate dates before posting the batch.
 
 
 
DataScope<BR>
 
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===
 
 
 
Keystone REST Server (KServer)
 
: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==
 
 
 
===Dispatch Module===
 
 
 
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===
 
 
 
A/R Print Invoices
 
:Use Check Date instead of Ticket Date when processing ticket payments.
 
 
 
A/R Product List
 
: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===
 
 
 
Print Direct Deposit Stubs<BR>
 
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>
 
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===
 
 
 
DataScope<BR>
 
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
 
:Eliminate issue with SonicWall firewalls blocking Keystone web update.
 
  
 
===Services===
 
===Services===
 
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==
 
 
===Dispatch Module===
 
 
Dispatch Ticket Printing
 
:Device changes are registered immediately instead of having to close/reopen the option.
 
 
===Ticketing Module===
 
 
Ticketing Ticket Printing
 
:Device changes are registered immediately instead of having to close/reopen the option.
 
 
===Payroll Module===
 
 
ACA 1094/1095 Export
 
:'''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
 
:'''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
 
:'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
 
 
===General===
 
 
Automatic Products
 
:Significant performance improvement when processing Automatic Products.
 
 
Form Reports
 
:'''Add ability to specify shading color for boxes on forms.'''
 
 
Windows Client Options
 
: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===
 
 
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
 
Device Server
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
+
:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
 
+
:'''Add "GA" as a supported state for HaulHub.'''
Keystone REST Server (KServer)
 
:'''Driver API: Add "driverinfo" endpoint.'''
 
 
 
===Database===
 
 
 
Company Database
 
:'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
 
 
 
==Build 3.6.4 - 12/23/2019==
 
 
 
===Payroll Module===
 
 
 
Payroll Tax Library
 
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
 
 
===Services===
 
 
 
Application Server
 
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
 
 
Keystone REST Server (KServer)
 
:Reduce lock contention for InterBase database connections.
 
:Reduce lock contention for SQLite database connections.
 
 
 
==Build 3.6.3 - 12/20/2019==
 
 
 
===Dispatch Module===
 
 
 
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
 
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
 
 
===Ticketing Module===
 
 
 
Ticketing End of Day<BR>
 
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===
 
 
 
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
 
:'''Bring down Ticket Time from previous line.'''
 
 
 
A/R Sales Tax Rate 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
 
: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===
 
 
 
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
 
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
 
 
A/P Vendor Maintenance
 
:'''Add Mobile phone number column to Contacts grid.'''
 
 
 
===General Ledger Module===
 
 
 
G/L Print Account Segments
 
G/L Source Code List
 
:Fix exception "EOleException: Internal Server Error" when running the report.
 
 
 
===Job Cost Module===
 
 
 
J/C Import Transactions
 
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
 
 
===Payroll Module===
 
 
 
Calculate Payroll
 
:'''Support date value for company and employee factors.'''
 
:'''Support date comparison in formulas.'''
 
 
 
Payroll Federal & State W-2 Export (Web Portal)
 
:'''Completed 2019 W-2 compliance testing.'''
 
 
 
Payroll Re-Print Direct Deposit Stubs
 
Payroll Re-Print Paychecks
 
:'''Add "Labor Class" to selection criteria.'''
 
 
 
Payroll Tax Library
 
:'''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==
 
 
 
===Dispatch Module===
 
 
 
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
 
: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
 
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
 
 
 
===Ticketing Module===
 
 
 
Ticketing Order Maintenance<BR>
 
Ticketing Ticket Printing
 
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
 
 
===Accounts Receivable Module===
 
 
 
A/R Automatic Product Maintenance
 
:'''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
 
:'''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
 
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
:'''Copy Dispatch Warning when copying plant products.'''
 
 
 
A/R Print Invoices<BR>
 
A/R Reprint Invoices
 
:Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
 
 
 
A/R Product Maintenance
 
:'''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===
 
 
 
Quote Prospect Maintenance
 
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
 
 
===Accounts Payable Module===
 
 
 
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===
 
 
 
G/L Transaction Entry
 
:When posting a batch, use the current User Id when creating the reversing batch.
 
 
 
===Payroll Module===
 
 
 
Payroll ACA 1094/1095 Export
 
:'''Updated for 2019 changes.'''
 
 
 
Payroll SUTA E-File Export
 
:'''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
 
:Do not log the prepare remote data queries for the remote company database.
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
+
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
+
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
+
:Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
:Fix query statistics to separate by company (previously all companies were aggregated together.)
+
:'''Datatables API: Add "GA" to the "dotstates" data table.'''
: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==
+
Relay Server
 +
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
  
===Dispatch Module===
+
==Build 5.0 - 5/1/2025==
  
Dispatch Order Maintenance
+
===New Features===
: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
+
Keystone Relay
:'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
+
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
:'''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
 
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
 
 
 
===Accounts Receivable Module===
 
 
 
A/R Customer Maintenance
 
:'''Add Customer Color field to the Information tab.'''
 
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
 
 
 
A/R Driver Maintenance
 
:'''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===
 
 
 
A/P Invoice Vouchering
 
:Fix delay when scrolling up/down on the invoice grid.
 
 
 
===Payroll Module===
 
 
 
Tax Library
 
:'''Updated to 2019-R11 version (MN.)'''
 
 
 
===General===
 
 
 
Reports
 
:Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
 
:Fix handling of Active/Inactive checkboxes for several reports.
 
 
 
Setup Installer
 
:Force KServer service start when updating the master application server.
 
:Updated Visual C++ 2013 Runtime libraries.
 
 
 
===Services===
 
 
 
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
 
:'''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)
 
Keystone REST Server (KServer)
:'''Improved cache version handling to avoid update conflicts.'''
+
:Improved cache handling which eliminates extra database queries and is more performant.
:'''Improved communication method with Windows clients.'''
+
:Require authorization header for most API calls.
:'''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==
+
Security Improvements
 +
:Changed default passwords for all Interbase users.
 +
:Removed several Interbase users that are no longer needed.
 +
:Implemented a new algorithm for the Keystone security code.
 +
:Store login passwords as salted hashes instead of encrypted passwords within the database.
  
 
===Dispatch Module===
 
===Dispatch Module===
  
Concrete Calculator
+
End of Day<BR>
 
+
Load Schedule Report<BR>
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
Order List
</blockquote>
+
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
End of Day
 
  
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
 
</blockquote>
 
 
Order Maintenance
 
Order Maintenance
 +
:When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
 +
:When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
 +
:When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
  
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
Reprint Tickets
 
+
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
'''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.)'''
 
 
 
'''Add &quot;Contact Name&quot; to F4 search field list.'''
 
 
 
'''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.
 
 
 
When copying an order, verify that the Customer and Plant Id fields are not blank.
 
</blockquote>
 
Print Orders
 
 
 
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
 
</blockquote>
 
Re-Transfer Tickets
 
 
 
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
 
</blockquote>
 
Ticket Printing
 
 
 
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
 
 
'''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.
+
Schedule
</blockquote>
+
:Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
Truck Demand Graph
+
:Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
 +
:When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
 +
:Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
 +
:Do not allow a truck to be swapped to itself.
  
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
System Map
</blockquote>
+
:Fix END point of directions to show actual address of the end point of the route.
Void Tickets
+
:When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
 +
:Fix several issues with Route map display failing to appear.
  
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
 
</blockquote>
 
 
===Ticketing Module===
 
===Ticketing Module===
  
End of Day
+
End of Day<BR>
 
+
Order List
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
</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.'''
+
On-Hand Inquiry
 +
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
  
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
Reprint Tickets
 +
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
  
'''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===
 
===Accounts Receivable Module===
  
A/R Cash Posting
+
Credit Card Pre-Approvals
 +
:'''Log field change event for "Comment" field.'''
  
<blockquote>'''Show Void Reason at top of Invoice History form.'''
+
Customer Maintenance
</blockquote>
+
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
A/R Inquiry
 
  
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
Customer Sales Report
</blockquote>
+
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
Automatic Product Maintenance
 
  
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
Import Tickets<BR>
 +
Invoice Register<BR>
 +
Invoiced Tickets List<BR>
 +
MTD Invoice Register<BR>
 +
Pre-Billing Audit List<BR>
 +
Ticket Activity Report<BR>
 +
Zero Price Tickets Report
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
'''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
 
Job Price Maintenance
 +
:Fixed exception when deleting a job.
 +
:When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
  
<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.)'''
+
Print Invoices<BR>
</blockquote>
+
Reprint Invoices
Open Ticket Stack
+
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
  
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
+
Print Statements
 +
:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
 +
:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)
  
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
+
Product Maintenance
 
+
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
 
 
Fix Access Violation exceptions and issues with column sorting.
 
</blockquote>
 
Physical Inventory Entry
 
  
<blockquote>Prevent entering a negative count.
+
Reprint Invoices
</blockquote>
+
:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.
Plant Maintenance
 
  
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
+
Ticket Inquiry
</blockquote>
+
:Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
Print Invoices
+
:Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)
  
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
===Inventory Module===
  
'''Add ability to print e-ticket document images on invoices.'''
+
Inventory Transfers
</blockquote>
+
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
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===
 
===Quote Module===
  
Print Quotes
+
Quote List
 +
:'''Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".'''
 +
:'''Add selection by File #.'''
 +
:'''Add File # column to summary/detail reports.'''
  
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
 
</blockquote>
 
 
Quote Maintenance
 
Quote Maintenance
 +
:When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
 +
:When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
 +
:When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
 +
:The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.
  
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
 
</blockquote>
 
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
A/P Handwritten Check Entry
+
Import Invoices
 +
:'''Add ability to import due date.'''
  
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
===Cash Management Module===
  
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
Import C/M Transactions
 
+
:The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)
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===
 
===General Ledger Module===
  
Trial Balance
+
Import Payroll Transactions
 +
:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
 +
:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''
  
<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===
 
===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
 
Tax Library
 +
:'''Updated to version 2025-R2.'''
  
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
</blockquote>
 
 
===General===
 
===General===
  
DataScope
+
DataScope<BR>
 
 
<blockquote>'''Add support for security roles on custom queries.'''
 
 
 
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
</blockquote>
 
Device Maintenance
 
 
 
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
</blockquote>
 
Document Preview
 
 
 
<blockquote>'''Add support for PDF documents.'''
 
</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.'''
 
</blockquote>
 
General
 
 
 
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
 
 
 
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
 
 
 
Verify that connection to application server is still valid prior to requesting or posting data.
 
</blockquote>
 
 
Query Export
 
Query Export
 +
:Fix exception "EDBClient" when deleting a query.
  
<blockquote>'''Add option to export to XLSX file.'''
+
Sales Tax
 
+
:Modified sales tax calculation to properly handle a negative taxable amount.
'''Add support for security roles on custom queries.'''
 
  
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
Setup
</blockquote>
+
:Delete obsolete files when updating an existing Keystone installation.
Reports
 
  
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
 
</blockquote>
 
 
System Menu
 
System Menu
 +
:Reduce delay when closing the menu.
 +
:Set a default password for the "ADMIN" user when installing a new system.
  
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
+
Windows Client
 
+
:Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
:Ensure that the Application Server "ping" is executed once per client application.
 
 
'''Add support for security roles on custom queries.'''
 
 
 
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
 +
:Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
 +
:Notify KServer when a company is added/deleted/changed.
 +
:Ensure that the Plant Id is always specified when changing a load status to Begin Load.
 +
:When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
 +
:When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.
  
<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.'''
 
 
'''Add support for &quot;Dispatch Event&quot; devices.'''
 
 
'''Add log message when system license info changed.'''
 
 
Only send active load statuses when sending dispatch events.
 
</blockquote>
 
 
Device Aggregator
 
Device Aggregator
 +
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
  
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
</blockquote>
 
 
Device Server
 
Device Server
 +
:'''Add order location notify device for Keystone Online.'''
 +
:Change default product code length to 20 characters for ALL ULINK batch controls.
  
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
 
'''Add &quot;Keystone Online&quot; batch control link.'''
 
 
'''Add &quot;Keystone Online&quot; dispatch event device.'''
 
 
'''Send void ticket notification to Keystone Online dispatch event device.'''
 
 
When voiding a ULINK ticket, Include failure message response in error log.
 
</blockquote>
 
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
 +
:'''Add "KCompanyReset" action.'''
 +
:'''Add "validate" parameter to "KDBRestore" action.'''
 +
:Fix "ClearCaches" action.
 +
:Fix "NextEndPoint" action to support cross-authorization endpoints.
 +
:Limit maximum number of request threads to 16 (reduces resource usage.)
 +
:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
 +
:Rollback all database changes for the request if an "exception" action was executed.
 +
:Improve reliability of startup/shutdown.
 +
:'''Driver API: Add "notifyorderlocation" endpoint.'''
 +
:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
 +
:'''External AICrete API v2: New API for AICrete which requires authorization header.'''
 +
:'''External AICrete Datatables: Common datatables unit for AICrete APIs.'''
 +
:'''External Salesforce API v2: New API for Salesforce which requires authorization header.'''
 +
:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
 +
:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
 +
:Keystone Online APIs: Now require authorization header.
 +
:Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
 +
:Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
 +
:'''Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.'''
 +
:'''Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."'''
 +
:Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
 +
:Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
 +
:Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
 +
:'''Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.'''
 +
:'''Windows Client System Database API: Add "companyreset" endpoint.'''
 +
:'''Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.'''
 +
:Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.
  
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
----
  
'''Database Backup and Restore moved to KServer.'''
+
[[Release Notes for Keystone 4.7.x]]
  
'''Keystone Update moved to KServer.'''
+
[[Release Notes for Keystone 4.6.x]]
  
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
[[Release Notes for Keystone 4.5.x]]
  
'''Some file lists and reports have been moved to KServer.'''
+
[[Release Notes for Keystone 4.4.x]]
  
'''Document Imaging document list/document retrieval moved to KServer.'''
+
[[Release Notes for Keystone 4.3.x]]
  
'''Improved logging capabilities.'''
+
[[Release Notes for Keystone 4.2.x]]
  
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
+
[[Release Notes for Keystone 4.1.x]]
  
'''Setup multiple threads (256 maximum) for HTTP server.'''
+
[[Release Notes for Keystone 4.0.x]]
  
'''Add support for &quot;list&quot; parameters.'''
+
[[Release Notes for Keystone 3.6.x]]
 
 
'''Add support for &quot;MS Access&quot; databases.'''
 
 
 
'''Support dynamic construction of WHERE clause for SELECT queries.'''
 
 
 
'''Add support for &quot;range&quot; filters on query parameters.'''
 
 
 
'''Support singleton auto-run item (once per server.)'''
 
 
 
'''Version API: Add statistics endpoints.'''
 
 
 
'''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.'''
 
 
 
'''Improved query caching method.'''
 
 
 
'''Add Keystone Online Customer Portal API.'''
 
 
 
'''It is no longer necessary to create separate configuration options for each company database.'''
 
 
 
Several fixes in cache handling, logging and multi-threading logic.
 
 
 
Handle escaped characters correctly in query parameter values.
 
 
 
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
 
 
 
Delay AUTORUN processing for one minute after startup.
 
 
 
Use single background task to communicate with device aggregator that reads a queue of commands.
 
 
 
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
 
 
 
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
 
 
 
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
 
 
 
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 02:32, 31 May 2025


NOTE: Items in bold type are NEW features.

Build 5.0.2 - 5/30/2025

Services

Application Server

Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)

Keystone Relay Server

Retry every 15 minutes if the connection to the relay service fails.

Build 5.0.1 - 5/23/2025

Dispatch Module

Order Maintenance

When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.

Accounts Receivable Module

Product Maintenance

Fix issues looking up product codes containing plus signs (+).

General Ledger Module

Import Payroll Transactions

When importing G/L transactions include only the transactions for the payroll run number being imported.

General

Company Database

Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.

Services

Device Server

For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
Add "GA" as a supported state for HaulHub.

Keystone REST Server (KServer)

Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
Datatables API: Add "GA" to the "dotstates" data table.

Relay Server

Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.

Build 5.0 - 5/1/2025

New Features

Keystone Relay

New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.

Keystone REST Server (KServer)

Improved cache handling which eliminates extra database queries and is more performant.
Require authorization header for most API calls.

Security Improvements

Changed default passwords for all Interbase users.
Removed several Interbase users that are no longer needed.
Implemented a new algorithm for the Keystone security code.
Store login passwords as salted hashes instead of encrypted passwords within the database.

Dispatch Module

End of Day
Load Schedule Report
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Order Maintenance

When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Reprint Tickets

Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.

Schedule

Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
Do not allow a truck to be swapped to itself.

System Map

Fix END point of directions to show actual address of the end point of the route.
When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
Fix several issues with Route map display failing to appear.

Ticketing Module

End of Day
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

On-Hand Inquiry

Orders, In-Stock and Available fields now reflect today's orders and future orders.

Reprint Tickets

Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.

Accounts Receivable Module

Credit Card Pre-Approvals

Log field change event for "Comment" field.

Customer Maintenance

Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.

Customer Sales Report

Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."

Import Tickets
Invoice Register
Invoiced Tickets List
MTD Invoice Register
Pre-Billing Audit List
Ticket Activity Report
Zero Price Tickets Report

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Job Price Maintenance

Fixed exception when deleting a job.
When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Print Invoices
Reprint Invoices

Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.

Print Statements

Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)

Product Maintenance

Fix to update the "Profit" value on the Mix Design tab when moving between products.
Required and Orders fields on the Inventory tab now reflect today's orders and future orders.

Reprint Invoices

When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.

Ticket Inquiry

Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)

Inventory Module

Inventory Transfers

Fix to no longer adjust the "Qty On Order" of either product when posting the batch.

Quote Module

Quote List

Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".
Add selection by File #.
Add File # column to summary/detail reports.

Quote Maintenance

When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.

Accounts Payable Module

Import Invoices

Add ability to import due date.

Cash Management Module

Import C/M Transactions

The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)

General Ledger Module

Import Payroll Transactions

Add the "payrollRunType" field to the payroll run drop-down list.
Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.

Payroll Module

Tax Library

Updated to version 2025-R2.

General

DataScope
Query Export

Fix exception "EDBClient" when deleting a query.

Sales Tax

Modified sales tax calculation to properly handle a negative taxable amount.

Setup

Delete obsolete files when updating an existing Keystone installation.

System Menu

Reduce delay when closing the menu.
Set a default password for the "ADMIN" user when installing a new system.

Windows Client

Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
Ensure that the Application Server "ping" is executed once per client application.

Services

Application Server

Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
Notify KServer when a company is added/deleted/changed.
Ensure that the Plant Id is always specified when changing a load status to Begin Load.
When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.

Device Aggregator

Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.

Device Server

Add order location notify device for Keystone Online.
Change default product code length to 20 characters for ALL ULINK batch controls.

Keystone REST Server (KServer)

Add "KCompanyReset" action.
Add "validate" parameter to "KDBRestore" action.
Fix "ClearCaches" action.
Fix "NextEndPoint" action to support cross-authorization endpoints.
Limit maximum number of request threads to 16 (reduces resource usage.)
Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
Rollback all database changes for the request if an "exception" action was executed.
Improve reliability of startup/shutdown.
Driver API: Add "notifyorderlocation" endpoint.
Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
External AICrete API v2: New API for AICrete which requires authorization header.
External AICrete Datatables: Common datatables unit for AICrete APIs.
External Salesforce API v2: New API for Salesforce which requires authorization header.
External Stonemont API v2: New API for Stonemont which requires authorization header.
External Stonemont Datatables: Common datatables unit for Stonemont APIs.
Keystone Online APIs: Now require authorization header.
Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.
Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.
Windows Client System Database API: Add "companyreset" endpoint.
Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.
Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.

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