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> | ||
| − | == | + | ==Release 5.2.8.0 - 3/13/2026== |
| − | === | + | ===Accounts Receivable Module=== |
| − | + | ====Pay Class Maintenance==== | |
| − | |||
| − | + | :'''Add "Fee Expense" section to specify the calculation of the fee charged to the business by the payment processor.''' | |
| − | |||
| − | |||
| − | === | + | ====Purchase Receipts==== |
| − | + | :Fix incorrect calculation of costs with large (> 214,000 approx) numbers (introduced in 5.2.0.1.) | |
| − | : | ||
| − | |||
| − | + | ====Print Invoices==== | |
| − | |||
| − | + | ====Re-Print Invoices==== | |
| − | |||
| − | |||
| − | + | :'''Add ability to print list of ticket numbers with line wrapping.''' | |
| − | :'''Add | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | == | + | ===Accounts Payable Module=== |
| − | === | + | ====Vendors Maintenance==== |
| − | + | :'''The "Pay Info" tab will now appear when either the "ACH Payment Support" or the "Email Forms Available" A/P system options are turned on.''' | |
| − | |||
| − | :''' | ||
| − | + | :'''The "ACH Account Info" box will only appear when the "ACH Payment Support" A/P system option is turned on.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | + | ====Handwritten Check Entry==== | |
| − | |||
| − | + | ====Invoice Vouchering==== | |
| − | |||
| − | + | :Fix issues when grid layouts are customized by the user but do not restore properly the next time the option is run. | |
| − | :Fix | ||
| − | + | :Fix issue where the Receipts Distribution grid and the P.O. Receipts tab were showing when the user entered a P.O. number that was not in the P.O. system. | |
| − | |||
| − | |||
| − | === | + | ====Print ACH Stubs==== |
| − | + | ====Re-Print ACH Stubs==== | |
| − | |||
| − | + | :'''This option will now appear on the menu when either the "ACH Payment Support" or the "Email Forms Available" A/P system options are turned on.''' | |
| − | |||
| − | |||
| − | |||
| − | + | ===Cash Management Module=== | |
| − | |||
| − | === | + | ====Transaction Entry==== |
| − | + | :Fix UI issues on the G/L Distributions screen when using the Ctrl-Up Arrow to increase the font size. | |
| − | : | ||
| − | |||
| − | + | :'''Automatically scale the text size when the G/L Distributions form dimensions are changed.''' | |
| − | : | ||
| − | |||
| − | === | + | ===General=== |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Company Database==== | |
| − | |||
| − | + | :'''Updated to version 27.09.''' | |
| − | |||
| − | |||
===Services=== | ===Services=== | ||
| − | Device | + | ====Device Server==== |
| − | |||
| − | + | :'''Add GiaTec dispatch event notification device.''' | |
| − | :'''Add | ||
| − | |||
| − | |||
| − | === | + | ====KServer Dashboard API==== |
| − | + | :Fix "timeinstatusminutes" query to use the correct data for Job Wash times. | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====KServer Keystone Online Customer Portal API==== | |
| − | |||
| − | + | :'''Add "CustomerPO" field to OrdReqJobInfo endpoint.''' | |
| − | : | ||
| − | |||
| − | + | :'''Modify OrdReqJobs and OrdReqJobInfo endpoints to respect Start/Stop dates of job.''' | |
| − | : | ||
| − | |||
| − | + | ====KServer Keystone Online E-Ticketing API==== | |
| − | |||
| − | |||
| − | |||
| − | + | :'''Add "HomePlantId" field to DriverList endpoint.''' | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | === | + | ====KServer External GiaTec API v2==== |
| − | + | ====KServer External Stonemont API v1==== | |
| − | |||
| − | |||
| − | + | ====KServer External Stonemont API v2==== | |
| − | |||
| − | + | :The "batchresultslist" endpoints will now properly filter the results based on both the date and time specified in the query parameters (previously only used the date portion.) | |
| − | : | ||
| − | |||
| − | |||
| − | + | ==Release 5.2.7.0 - 2/24/2026== | |
| − | |||
| − | + | ===Dispatch Module=== | |
| − | |||
| − | + | ====Order Maintenance==== | |
| − | |||
| − | + | :'''Add Dispatch Ticket Printing system option "Prevent Product Slump Override" to prevent override of a user-entered order slump by the mix product slump.''' | |
| − | :'''Add " | ||
| − | |||
| − | |||
| − | + | ===Accounts Receivable Module=== | |
| − | |||
| − | |||
| − | + | ====A/R Distributions to G/L (Month End)==== | |
| − | |||
| − | + | :'''Add Division selection.''' | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | === | + | ====Pay Class Maintenance==== |
| − | + | :'''Add "Fee Expense G/L" field to pay class and the dept/plant cross-reference grid.''' | |
| − | |||
| − | |||
| − | :''' | ||
| − | |||
| − | |||
| − | === | + | ====Sales Tax Rates Maintenance==== |
| − | + | :'''Add "Calc Fee On" field.''' | |
| − | :'''Add | ||
| − | |||
| − | |||
| − | + | ====Ticket Inquiry==== | |
| − | |||
| − | |||
| − | + | :Fix exception "EDatabaseError: cdsMaster Field VOID_REASON not found" when attempting to open a voided ticket. This can also happen at startup if the first ticket happens to be voided (introduced in 5.1.0.11.) | |
| − | :Fix | ||
| − | + | :'''Prevent a date range wider than 3 months for performance.''' | |
| − | :''' | ||
| − | |||
| − | + | ====Divisions Maintenance==== | |
| − | |||
| − | + | ====Plants Maintenance==== | |
| − | |||
| − | + | :'''Remove ability to edit the Cash G/L field on the Defaults tab (this has been superceded by Pay Classes.)''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | === | + | ===Accounts Payable Module=== |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====A/P Inquiry==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :'''Add ability to see uploaded documents for invoices.''' | |
| − | : | ||
| − | |||
| − | === | + | ====Email ACH Stubs==== |
| − | + | :Fix sessions dated on the "Date To" date not appearing in the "Select Session" dropdown list. | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Invoice Vouchering==== | |
| − | |||
| − | + | :'''Add ability to upload documents to an invoice on the G/L Distributions form.''' | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Vendors Maintenance==== | |
| − | |||
| − | + | :Show the Email ACH checkbox on the Contacts tab when the A/P Email Forms option is turned on. | |
| − | |||
| − | |||
| − | + | ===General Ledger Module=== | |
| − | |||
| − | |||
| − | + | ====Import Payroll Transactions==== | |
| − | |||
| − | |||
| − | |||
| − | + | :'''Add workaround for iSolved G/L Account numbers with embedded spaces.''' | |
| − | + | :Fix exception "EImportPayroll: LoadGLData [400] The request is not valid" when importing G/L transactions due to iSolved API changes. | |
| − | : | ||
| − | |||
| − | |||
===General=== | ===General=== | ||
| − | + | ====Company Database==== | |
| − | |||
| − | |||
| − | + | :'''Updated to version 27.06.''' | |
| − | |||
| − | |||
| − | |||
| − | + | ====System Menu==== | |
| − | |||
| − | + | :Show the A/P Email ACH Stubs option if the A/P Email Forms option is turned on. | |
| − | |||
| − | + | ====Windows Client==== | |
| − | |||
| − | + | :'''Improve performance of form scaling and avoid double form scaling at startup.''' | |
| − | :''' | ||
| − | + | :'''New Keystone splash screen.''' | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | === | + | ===Services=== |
| − | + | ====Application Server==== | |
| − | |||
| − | + | :'''Modify "PrepareRemoteDB" method to copy ARTSLSTER and ARTSLSTERMAP tables to remote database.''' | |
| − | |||
| − | |||
| − | + | ====KServer Keystone Online Customer Portal API==== | |
| − | |||
| − | + | :'''Modify "CustomerInvoices" and "HPPInvoice" endpoints to calculate the fee based on the "Calc Fee On" setting in A/R Pay Class Maintenance.''' | |
| − | :''' | ||
| − | |||
| − | + | ====KServer Keystone Online Dashboard API==== | |
| − | |||
| − | |||
| − | + | :'''Improve performance of "salesdash" query (2X).''' | |
| − | |||
| − | |||
| − | === | + | ====KServer Windows Client A/R API==== |
| − | + | :Modify rdmARAllTickets/cdsMaster endpoint to return VOID_REASON field. | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | + | ====Keystone Relay==== | |
| − | |||
| − | |||
| − | + | :Fix cases where request timeout exceptions would crash the server. | |
| − | : | ||
| − | |||
| − | + | ==Release 5.2.6.0 - 2/2/2026== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ===Accounts Receivable Module=== | |
| − | |||
| − | + | ====Email Invoices==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :Fix exception "EDatabaseError: Field EMAIL_STATUS cannot be modified" when attempting to send the emails (introduced in 5.2.4.1.) | |
| − | |||
| − | + | ===Utilities=== | |
| − | |||
| − | + | ====DataScope==== | |
| − | |||
| − | |||
| − | + | :Fix issue when using drilldown where numeric fields showed incorrect values when scrolling the drilldown grid. | |
| − | :Fix | ||
| − | == | + | ==Release 5.2.5.0 - 2/1/2026== |
| − | + | ===Dispatch Module=== | |
| − | |||
| − | |||
| − | + | ====Order Maintenance==== | |
| − | |||
| − | + | :Fix UI Issue: the "Amt Reqd" field label should be highlighted in RED (introduced in 5.1.0.23.) | |
| − | |||
| − | |||
| + | ====End Of Day==== | ||
| − | + | ====Load Schedule Report==== | |
| − | |||
| − | |||
| − | === | + | ====Order List==== |
| − | + | :'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.''' | |
| − | :''' | ||
| − | |||
| − | + | ===Accounts Receivable Module=== | |
| − | |||
| − | |||
| − | === | + | ====Cash Posting==== |
| − | + | :Fix UI issue where the Credit Status field did not display in the correct text color with certain visual themes. | |
| − | |||
| − | :Fix | ||
| − | |||
| − | |||
| − | |||
| − | + | ====Email Invoices==== | |
| − | |||
| − | |||
| − | |||
| − | + | :Fix long delay when starting the option and loading the list of invoices to be emailed (introduced in 5.0.99.6.) | |
| − | |||
| − | + | ====Import Tickets==== | |
| − | |||
| − | + | ====Invoice Register==== | |
| − | |||
| − | + | ====Invoice Register (Month End)==== | |
| − | |||
| − | === | + | ====Invoiced Tickets List (Month End)==== |
| − | + | ====Pre-Billing Audit List==== | |
| − | |||
| − | === | + | ====Ticket Activity Report==== |
| − | + | :'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | |||
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| − | + | ===General=== | |
| − | |||
| − | |||
| − | === | ||
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| − | + | ====Windows Client==== | |
| − | |||
| − | + | :Fix UI issue: the text color for disabled edit fields is hard to read (introduced in 5.1.0.23.) | |
| − | |||
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===Services=== | ===Services=== | ||
| − | + | ====Keystone REST Server (KServer)==== | |
| − | |||
| − | |||
| − | |||
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| − | |||
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| − | Keystone REST Server | ||
| − | |||
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| − | |||
| − | |||
| − | |||
| − | + | :Fix issue when creating server threads where only one thread was created to service requests. | |
| − | |||
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| − | : | ||
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===Ticketing Module=== | ===Ticketing Module=== | ||
| − | + | ====End Of Day==== | |
| − | |||
| − | |||
| − | === | + | ====Order List==== |
| − | + | :'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.''' | |
| − | : | ||
| − | |||
| − | |||
| − | + | ===Accounts Payable Module=== | |
| − | |||
| − | |||
| − | |||
| − | === | ||
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| − | === | + | ====Print Checks==== |
| − | + | ====Re-Print Checks==== | |
| − | |||
| − | + | :Fix issue where the calculated field CALC_WRITTENAMT no longer worked as previously (introduced in 5.2.3.2.) | |
| − | + | ==Release 5.2.4.0 - 1/25/2026== | |
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===Dispatch Module=== | ===Dispatch Module=== | ||
| − | + | ====Email Orders==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :'''Add ability to select a single customer.''' | |
| + | :'''Add Job Id as a grid field that can be filtered.''' | ||
| − | |||
| − | |||
| − | |||
===Accounts Receivable Module=== | ===Accounts Receivable Module=== | ||
| − | + | ====Drivers Maintenance==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :Fix issue where spaces/blanks in the GPS Driver No field would incorrectly cause the duplicate GPS Driver No warning message on startup. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | === | + | ====Job Prices Maintenance==== |
| − | + | :'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.''' | |
| − | + | :'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".''' | |
| − | :'''Add " | ||
| − | |||
| − | + | ====Products Maintenance==== | |
| − | |||
| − | |||
| − | |||
| − | + | :'''Add "Job Mix Id" and "Job Mix Year" fields to the grid on the DOT tab, which is now visible.''' | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | === | + | ====Trucks Maintenance==== |
| − | + | :Fix issue where spaces/blanks in the GPS Unit Id field would incorrectly cause the duplicate GPS Unit Id warning message on startup. | |
| − | : | ||
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===Quote Module=== | ===Quote Module=== | ||
| − | Quote Maintenance | + | ====Quote Maintenance==== |
| − | |||
| − | + | :'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.''' | |
| − | :'''Add " | + | :'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".''' |
| − | |||
| − | + | ===Accounts Payable Module=== | |
| − | |||
| − | |||
| − | === | ||
| − | + | ====1099 Audit List (Month End)==== | |
| − | |||
| − | + | :Fix exception "EOleException: Column unknown VE.TRX_PAYMENTS" when running in Transactions mode. | |
| − | |||
| − | |||
| − | + | ====Invoice Vouchering==== | |
| − | |||
| − | + | :'''The layout of the Expense Distributions grid will now be remembered from run to run.''' | |
| − | : | ||
| − | |||
| − | + | ====Print Checks==== | |
| − | |||
| − | + | ====Re-Print Checks==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :'''Add ability to print the check amount in words without adding the "dollars" text at the end.''' | |
| − | : | ||
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| − | |||
| − | |||
| − | === | + | ===General=== |
| − | |||
| − | |||
| − | |||
| − | === | + | ====Company Database==== |
| − | + | :Fix exception "EOleException: attempted update of read-only column" when updating A/R Invoices with at least one void invoice. | |
| − | : | ||
| − | |||
| − | |||
| − | |||
===Services=== | ===Services=== | ||
| − | + | ====KServer Driver API==== | |
| − | |||
| − | |||
| − | + | :'''Add Notes 1 & 2 ticket fields to the "truckticketinfo" endpoint.''' | |
| − | |||
| − | + | ====KServer Keystone Online Customer Portal API==== | |
| − | |||
| − | + | :'''Modify CustomerInvoices endpoint to calculate fee surcharge based on invoice balance before tax.''' | |
| − | + | :'''Modify HPPInvoice endpoint to calculate fee surcharge based on invoice balance before tax.''' | |
| − | : | ||
| − | |||
| − | |||
| − | + | ===Payroll Module=== | |
| − | |||
| − | |||
| − | === | ||
| − | + | ====Company Totals==== | |
| − | |||
| − | + | :Restore ability to run historical payroll reports (introduced in 5.2.0.) | |
| − | + | ==Release 5.2.3.0 - 12/29/2025 == | |
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===Dispatch Module=== | ===Dispatch Module=== | ||
| − | + | ====Order Maintenance==== | |
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| − | + | :'''When adding a new order, display "<Required>" in the P.O. Number field if it is required.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | |||
| − | === | + | ====Ticket Printing==== |
| − | + | :'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | |||
===Accounts Receivable Module=== | ===Accounts Receivable Module=== | ||
| − | + | ====Pay Class Maintenance==== | |
| − | |||
| − | + | :Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.) | |
| − | |||
| − | : | ||
| − | + | :Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.) | |
| − | : | ||
| − | |||
| − | |||
| − | + | ====Ticket Maintenance==== | |
| − | |||
| − | |||
| − | + | :'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | + | ===General=== | |
| − | |||
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| − | === | ||
| − | + | ====System Menu==== | |
| − | |||
| − | + | :Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character. | |
| − | |||
| − | |||
| − | + | ====Windows Client==== | |
| − | |||
| − | + | :'''Improve unit cost rounding on various reports.''' | |
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| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
===Services=== | ===Services=== | ||
| − | + | ====Application Server==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.) | |
| − | + | :Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.) | |
| − | |||
| − | |||
| − | + | ====Application Server==== | |
| − | |||
| − | === | + | ====Device Aggregator==== |
| − | + | ====Device Server==== | |
| − | |||
| − | + | :'''Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.''' | |
| − | : | ||
| − | |||
| − | |||
| − | === | + | ===Ticketing Module=== |
| − | + | ====Order Maintenance==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Ticket Printing==== | |
| − | |||
| − | |||
| − | + | :'''When adding a new item, display "<Required>" in the P.O. Number field if it is required.''' | |
| − | :''' | ||
| − | |||
| − | + | ===Utilities=== | |
| − | |||
| − | |||
| − | + | ====DataScope==== | |
| − | |||
| − | + | ====Query Export==== | |
| − | |||
| − | + | :'''Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.''' | |
| − | + | ==Release 5.2.2.0 - 12/19/2025== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | == | + | ===Accounts Receivable Module=== |
| − | === | + | ====Job Prices Maintenance==== |
| − | + | :Do not display customer warning that is set to trigger in Order Maintenance. | |
| − | : | ||
| − | |||
| − | + | ===Purchase Order Module=== | |
| − | |||
| − | === | + | ====P.O. Receipt Entry==== |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label. | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
===General=== | ===General=== | ||
| − | + | ====Company Database==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | === | ||
| − | + | :Updated to version 27.02. | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | + | ====Reports==== | |
| − | |||
| − | + | :Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.) | |
| − | |||
| − | |||
| − | == | + | ====Windows Client==== |
| − | + | :'''Improve precision of Unit Cost fields.''' | |
| − | |||
| − | |||
===Services=== | ===Services=== | ||
| − | Application Server | + | ====Application Server==== |
| − | |||
| − | + | :'''Improve precision of cost calculations when reconciling inventory.''' | |
| − | : | ||
| − | |||
| − | |||
| − | === | + | ====Device Aggregator==== |
| − | + | ====Device Server==== | |
| − | |||
| − | |||
| − | + | :'''Increase precision of Specific Gravity field.''' | |
| − | : | ||
| − | === | + | ==Release 5.2.1.0 - 12/10/2025== |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
===Accounts Receivable Module=== | ===Accounts Receivable Module=== | ||
| − | + | ====Customer Prices Maintenance==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :Fix issue where customer price records could not be deleted (introduced in 5.2.) | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Re-Print Tickets==== | |
| − | |||
| − | + | :Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant. | |
| − | |||
| − | |||
| − | + | ====Print Invoices==== | |
| − | |||
| − | + | ====Re-Print Invoices==== | |
| − | |||
| − | + | :Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division. | |
| − | |||
| − | |||
| − | |||
| − | === | + | ===Accounts Payable Module=== |
| − | + | ====Vendors Maintenance==== | |
| − | |||
| − | + | :Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor. | |
| − | |||
| − | |||
| − | |||
| − | + | ===General=== | |
| − | |||
| − | + | ====Reports==== | |
| − | |||
| − | |||
| − | + | :'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | |||
| − | == | + | ====Windows Client==== |
| − | + | :When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected. | |
| − | |||
| − | |||
| − | |||
| − | + | ===Services=== | |
| − | |||
| − | |||
| − | + | ====Application Server==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :Fix zero cost issues with inventory reconciliation. | |
| − | :Fix | ||
| − | |||
| − | + | ====KServer Keystone Online Dashboard API==== | |
| − | |||
| − | |||
| − | + | :Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date. | |
| − | + | ==Release 5.2.0.0 - 12/4/2025== | |
| − | |||
| − | |||
| − | |||
| − | + | ===New Feature=== | |
| − | |||
| − | |||
| − | + | ====Credit Card Fees==== | |
| − | |||
| − | |||
| − | + | :'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Save Form Layouts==== | |
| − | |||
| − | |||
| − | |||
| − | + | :'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.''' | |
| − | :''' | ||
| − | |||
| − | + | ====Visual Themes==== | |
| − | |||
| − | + | :'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:''' | |
| + | :'''The default Keystone font now matches the standard Windows font (Segoe UI.)''' | ||
| + | :'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)''' | ||
| + | :'''Most icons have been visually improved especially on high-resolution 4K monitors. ''' | ||
| + | :'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)''' | ||
| − | |||
| − | |||
| − | === | + | ===Dispatch Module=== |
| − | + | ====Order List==== | |
| − | |||
| − | + | :Remove blank Report Sequence option. | |
| − | |||
| − | |||
| − | + | ====Order Maintenance==== | |
| − | |||
| − | + | :Remove the MAP button next to the Delivery Instructions fields. | |
| − | : | ||
| − | + | :'''Add a warning message when changing Job Id for an existing order.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | + | :'''Add visual indicator when Slump is changed due to a product change on the order.''' | |
| − | : | ||
| − | |||
| − | |||
| − | + | ====Schedule==== | |
| − | |||
| − | + | :'''Add "Base Mix" as an optional schedule grid field.''' | |
| − | + | :'''Added hint message for split orders.''' | |
| − | : | ||
| − | + | :'''Add "Show Status Hints" to Options menu.''' | |
| − | :''' | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :'''Add "Status Hint Legend" to Options menu.''' | |
| − | + | :'''Add system option to cache schedule queries to improve performance in certain cases.''' | |
| − | + | :Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.) | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | |||
===Ticketing Module=== | ===Ticketing Module=== | ||
| − | Order | + | ====Order List==== |
| − | |||
| − | + | :Remove blank Report Sequence option. | |
| − | |||
| − | |||
| − | |||
| − | + | ===Accounts Receivable Module=== | |
| − | |||
| − | A/R | + | ====A/R Inquiry==== |
| − | |||
| − | |||
| − | + | :'''Add credit card fee/pay class to Payment History grid.''' | |
| − | :'''Add | ||
| − | |||
| − | |||
| − | + | ====Cash Posting Register==== | |
| − | |||
| − | + | :'''Add "Session No" to selection criteria.''' | |
| − | |||
| − | |||
| − | === | + | ====Customer Prices Maintenance==== |
| − | + | :'''Add Standard Cost field to grid. Add ability to show/hide grid fields.''' | |
| − | : | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | === | + | ====Customer Sales by Job==== |
| − | + | :Fix overlap of long product code and product description. | |
| − | :Fix | ||
| − | |||
| − | |||
| − | |||
| − | + | ====Drivers List==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear. | |
| − | |||
| − | + | ====Email Invoices==== | |
| − | + | :Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Job Prices Maintenance==== | |
| − | ''' | + | :'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.''' |
| − | ''' | + | :'''Changes to the "Inactive" field will now be tracked as a field change event.''' |
| − | |||
| − | + | ====Pay Class Maintenance==== | |
| − | + | :'''New option added to the A/R File Maintenance menu.''' | |
| − | |||
| − | |||
| − | |||
| − | + | ====Products Maintenance==== | |
| − | |||
| − | |||
| − | + | :When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed. | |
| − | |||
| − | |||
| − | |||
| − | + | ====Sales Tax Rates Maintenance==== | |
| − | ''' | + | :'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.''' |
| − | |||
| − | + | ====Ticket Maintenance==== | |
| − | |||
| − | |||
| − | + | :'''A warning message will be displayed if the Tax Authority field is left blank.''' | |
| − | |||
| − | |||
| − | + | :'''Ask for a Void Reason when using the F3 Void button.''' | |
| − | |||
| − | |||
| − | |||
| − | + | ====Void Invoice==== | |
| − | |||
| − | |||
| − | + | :'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.''' | |
| − | |||
| − | + | ===Accounts Payable Module=== | |
| − | + | ====Email ACH Stubs==== | |
| − | + | :'''New option added to the A/P Invoicing/Checks menu.''' | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Federal & State 1099 Export==== | |
| − | |||
| − | |||
| − | + | :'''Updated for 2025.''' | |
| − | |||
| − | |||
| − | |||
| − | + | ====Print 1099 Forms (Month End)==== | |
| − | ''' | + | :'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)''' |
| − | |||
| − | + | ====Vendors Maintenance==== | |
| − | + | :Fix typecast exception (Null->OleStr) when adding a new vendor. | |
| − | |||
| − | |||
| − | |||
| − | + | ====Handwritten Check Entry==== | |
| − | |||
| − | |||
| − | + | ====Invoice Vouchering==== | |
| − | |||
| − | |||
| − | + | ====Vendor Classes Maintenance==== | |
| − | + | ====Vendors Maintenance==== | |
| − | + | :Allow bank account G/L accounts to be used in Expense G/L dropdown. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ===General Ledger Module=== | |
| − | + | ====Accounts Maintenance==== | |
| − | + | :When using the "Replicate Accts" feature the NRMCA Group field will now be replicated. | |
| − | |||
| − | + | ===System Menu=== | |
| − | |||
| − | |||
| − | + | ====Option Maintenance==== | |
| − | |||
| − | |||
| − | + | :'''Show preview of selected theme and apply to all active Keystone windows when accepted.''' | |
| − | |||
| − | |||
| − | |||
| − | + | ===General=== | |
| − | + | ====Company Database==== | |
| − | + | :'''Updated to version 26.07.''' | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====Document Database==== | |
| − | |||
| − | |||
| − | + | :'''Updated to version 2.01.''' | |
| − | |||
| − | |||
| − | |||
| − | + | ====Keystone Setup==== | |
| − | |||
| − | |||
| − | + | :Setup will now terminate a service if it doesn't respond to a stop request in a timely manner. | |
| − | ''' | + | :'''Upgraded setup to use light/dark mode based on current Windows settings.''' |
| − | |||
| − | |||
| − | |||
| − | + | ====System Menu==== | |
| − | |||
| − | |||
| − | + | :'''The Entry/Processing submenu has been removed from the Payroll menu.''' | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | :'''Add Visual Theme selector icon to the top of the menu.''' | |
| − | + | :'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.''' | |
| − | |||
| − | |||
| − | + | :When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message. | |
| − | |||
| − | |||
| − | + | :Fix issue where there is no Keystone icon in the taskbar during the initial login screen. | |
| − | |||
| − | |||
| − | |||
| − | + | ====Windows Client==== | |
| − | + | :Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page. | |
| − | |||
| − | |||
| − | + | :'''Add First/Last page buttons to the Document Viewer.''' | |
| − | + | :'''Use search button in place of blue background for fields where F4 search is available.''' | |
| − | |||
| − | |||
| − | + | :In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column. | |
| − | |||
| − | |||
| − | + | :'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".''' | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
===Services=== | ===Services=== | ||
| − | Application Server | + | ====Application Server==== |
| − | + | :'''Modify PrepareRemoteDB to include the new A/R Pay Class table.''' | |
| − | + | :Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance. | |
| − | |||
| − | + | ====Device Server==== | |
| − | + | :When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | ====KServer Dashboard API==== | |
| − | '''Add | + | :'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.''' |
| − | '''Add | + | :'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.''' |
| − | |||
| − | + | ====KServer Dispatch API v2==== | |
| − | |||
| − | |||
| − | + | :'''Add "NextToLoad" endpoint.''' | |
| − | |||
| − | + | ====KServer Driver API==== | |
| − | + | :Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.) | |
| − | |||
| − | + | ====KServer Keystone Online Back Office API==== | |
| − | ''' | + | :'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.''' |
| − | + | :Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type. | |
| − | + | :Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts. | |
| − | |||
| − | + | ====KServer Keystone Online Customer Portal API==== | |
| − | ''' | + | :'''Modify "CustomerInvoices" endpoint to include pay class fee information.''' |
| − | '''Add | + | :'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.''' |
| − | |||
| − | + | ====Keystone REST Server (KServer)==== | |
| − | + | :Fix "EFOpenError" exception during Keystone system installation. | |
| − | ''' | + | :'''Modify KPPTranslate action to handle pay class fees.''' |
| − | |||
| − | + | ====Keystone Relay==== | |
| − | + | :Fix occasional crashes resulting from NullReferenceException. | |
| − | |||
| − | + | ====Kserver Datatables API==== | |
| − | + | :'''Updated AP1099FORMBOX for 2025.''' | |
| − | + | ---- | |
| − | + | [[Release Notes for Keystone 5.1.x]] | |
| − | + | [[Release Notes for Keystone 5.0.x]] | |
| − | + | [[Release Notes for Keystone 4.7.x]] | |
| − | + | [[Release Notes for Keystone 4.6.x]] | |
| − | + | [[Release Notes for Keystone 4.5.x]] | |
| − | + | [[Release Notes for Keystone 4.4.x]] | |
| − | + | [[Release Notes for Keystone 4.3.x]] | |
| − | + | [[Release Notes for Keystone 4.2.x]] | |
| − | + | [[Release Notes for Keystone 4.1.x]] | |
| − | + | [[Release Notes for Keystone 4.0.x]] | |
| − | |||
| − | + | [[Release Notes for Keystone 3.6.x]] | |
[[Release Notes for Keystone 3.5.x]] | [[Release Notes for Keystone 3.5.x]] | ||
Latest revision as of 01:20, 14 March 2026
Contents
- 1 Release 5.2.8.0 - 3/13/2026
- 2 Release 5.2.7.0 - 2/24/2026
- 3 Release 5.2.6.0 - 2/2/2026
- 4 Release 5.2.5.0 - 2/1/2026
- 5 Release 5.2.4.0 - 1/25/2026
- 6 Release 5.2.3.0 - 12/29/2025
- 7 Release 5.2.2.0 - 12/19/2025
- 8 Release 5.2.1.0 - 12/10/2025
- 9 Release 5.2.0.0 - 12/4/2025
- 9.1 New Feature
- 9.2 Dispatch Module
- 9.3 Ticketing Module
- 9.4 Accounts Receivable Module
- 9.4.1 A/R Inquiry
- 9.4.2 Cash Posting Register
- 9.4.3 Customer Prices Maintenance
- 9.4.4 Customer Sales by Job
- 9.4.5 Drivers List
- 9.4.6 Email Invoices
- 9.4.7 Job Prices Maintenance
- 9.4.8 Pay Class Maintenance
- 9.4.9 Products Maintenance
- 9.4.10 Sales Tax Rates Maintenance
- 9.4.11 Ticket Maintenance
- 9.4.12 Void Invoice
- 9.5 Accounts Payable Module
- 9.6 General Ledger Module
- 9.7 System Menu
- 9.8 General
- 9.9 Services
- 9.9.1 Application Server
- 9.9.2 Device Server
- 9.9.3 KServer Dashboard API
- 9.9.4 KServer Dispatch API v2
- 9.9.5 KServer Driver API
- 9.9.6 KServer Keystone Online Back Office API
- 9.9.7 KServer Keystone Online Customer Portal API
- 9.9.8 Keystone REST Server (KServer)
- 9.9.9 Keystone Relay
- 9.9.10 Kserver Datatables API
NOTE: Items in bold type are NEW features.
Release 5.2.8.0 - 3/13/2026
Accounts Receivable Module
Pay Class Maintenance
- Add "Fee Expense" section to specify the calculation of the fee charged to the business by the payment processor.
Purchase Receipts
- Fix incorrect calculation of costs with large (> 214,000 approx) numbers (introduced in 5.2.0.1.)
Print Invoices
Re-Print Invoices
- Add ability to print list of ticket numbers with line wrapping.
Accounts Payable Module
Vendors Maintenance
- The "Pay Info" tab will now appear when either the "ACH Payment Support" or the "Email Forms Available" A/P system options are turned on.
- The "ACH Account Info" box will only appear when the "ACH Payment Support" A/P system option is turned on.
Handwritten Check Entry
Invoice Vouchering
- Fix issues when grid layouts are customized by the user but do not restore properly the next time the option is run.
- Fix issue where the Receipts Distribution grid and the P.O. Receipts tab were showing when the user entered a P.O. number that was not in the P.O. system.
Print ACH Stubs
Re-Print ACH Stubs
- This option will now appear on the menu when either the "ACH Payment Support" or the "Email Forms Available" A/P system options are turned on.
Cash Management Module
Transaction Entry
- Fix UI issues on the G/L Distributions screen when using the Ctrl-Up Arrow to increase the font size.
- Automatically scale the text size when the G/L Distributions form dimensions are changed.
General
Company Database
- Updated to version 27.09.
Services
Device Server
- Add GiaTec dispatch event notification device.
KServer Dashboard API
- Fix "timeinstatusminutes" query to use the correct data for Job Wash times.
KServer Keystone Online Customer Portal API
- Add "CustomerPO" field to OrdReqJobInfo endpoint.
- Modify OrdReqJobs and OrdReqJobInfo endpoints to respect Start/Stop dates of job.
KServer Keystone Online E-Ticketing API
- Add "HomePlantId" field to DriverList endpoint.
KServer External GiaTec API v2
KServer External Stonemont API v1
KServer External Stonemont API v2
- The "batchresultslist" endpoints will now properly filter the results based on both the date and time specified in the query parameters (previously only used the date portion.)
Release 5.2.7.0 - 2/24/2026
Dispatch Module
Order Maintenance
- Add Dispatch Ticket Printing system option "Prevent Product Slump Override" to prevent override of a user-entered order slump by the mix product slump.
Accounts Receivable Module
A/R Distributions to G/L (Month End)
- Add Division selection.
Pay Class Maintenance
- Add "Fee Expense G/L" field to pay class and the dept/plant cross-reference grid.
Sales Tax Rates Maintenance
- Add "Calc Fee On" field.
Ticket Inquiry
- Fix exception "EDatabaseError: cdsMaster Field VOID_REASON not found" when attempting to open a voided ticket. This can also happen at startup if the first ticket happens to be voided (introduced in 5.1.0.11.)
- Prevent a date range wider than 3 months for performance.
Divisions Maintenance
Plants Maintenance
- Remove ability to edit the Cash G/L field on the Defaults tab (this has been superceded by Pay Classes.)
Accounts Payable Module
A/P Inquiry
- Add ability to see uploaded documents for invoices.
Email ACH Stubs
- Fix sessions dated on the "Date To" date not appearing in the "Select Session" dropdown list.
Invoice Vouchering
- Add ability to upload documents to an invoice on the G/L Distributions form.
Vendors Maintenance
- Show the Email ACH checkbox on the Contacts tab when the A/P Email Forms option is turned on.
General Ledger Module
Import Payroll Transactions
- Add workaround for iSolved G/L Account numbers with embedded spaces.
- Fix exception "EImportPayroll: LoadGLData [400] The request is not valid" when importing G/L transactions due to iSolved API changes.
General
Company Database
- Updated to version 27.06.
System Menu
- Show the A/P Email ACH Stubs option if the A/P Email Forms option is turned on.
Windows Client
- Improve performance of form scaling and avoid double form scaling at startup.
- New Keystone splash screen.
Services
Application Server
- Modify "PrepareRemoteDB" method to copy ARTSLSTER and ARTSLSTERMAP tables to remote database.
KServer Keystone Online Customer Portal API
- Modify "CustomerInvoices" and "HPPInvoice" endpoints to calculate the fee based on the "Calc Fee On" setting in A/R Pay Class Maintenance.
KServer Keystone Online Dashboard API
- Improve performance of "salesdash" query (2X).
KServer Windows Client A/R API
- Modify rdmARAllTickets/cdsMaster endpoint to return VOID_REASON field.
Keystone Relay
- Fix cases where request timeout exceptions would crash the server.
Release 5.2.6.0 - 2/2/2026
Accounts Receivable Module
Email Invoices
- Fix exception "EDatabaseError: Field EMAIL_STATUS cannot be modified" when attempting to send the emails (introduced in 5.2.4.1.)
Utilities
DataScope
- Fix issue when using drilldown where numeric fields showed incorrect values when scrolling the drilldown grid.
Release 5.2.5.0 - 2/1/2026
Dispatch Module
Order Maintenance
- Fix UI Issue: the "Amt Reqd" field label should be highlighted in RED (introduced in 5.1.0.23.)
End Of Day
Load Schedule Report
Order List
- On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.
Accounts Receivable Module
Cash Posting
- Fix UI issue where the Credit Status field did not display in the correct text color with certain visual themes.
Email Invoices
- Fix long delay when starting the option and loading the list of invoices to be emailed (introduced in 5.0.99.6.)
Import Tickets
Invoice Register
Invoice Register (Month End)
Invoiced Tickets List (Month End)
Pre-Billing Audit List
Ticket Activity Report
- On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.
General
Windows Client
- Fix UI issue: the text color for disabled edit fields is hard to read (introduced in 5.1.0.23.)
Services
Keystone REST Server (KServer)
- Fix issue when creating server threads where only one thread was created to service requests.
Ticketing Module
End Of Day
Order List
- On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.
Accounts Payable Module
Print Checks
Re-Print Checks
- Fix issue where the calculated field CALC_WRITTENAMT no longer worked as previously (introduced in 5.2.3.2.)
Release 5.2.4.0 - 1/25/2026
Dispatch Module
Email Orders
- Add ability to select a single customer.
- Add Job Id as a grid field that can be filtered.
Accounts Receivable Module
Drivers Maintenance
- Fix issue where spaces/blanks in the GPS Driver No field would incorrectly cause the duplicate GPS Driver No warning message on startup.
Job Prices Maintenance
- Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.
- Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".
Products Maintenance
- Add "Job Mix Id" and "Job Mix Year" fields to the grid on the DOT tab, which is now visible.
Trucks Maintenance
- Fix issue where spaces/blanks in the GPS Unit Id field would incorrectly cause the duplicate GPS Unit Id warning message on startup.
Quote Module
Quote Maintenance
- Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.
- Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".
Accounts Payable Module
1099 Audit List (Month End)
- Fix exception "EOleException: Column unknown VE.TRX_PAYMENTS" when running in Transactions mode.
Invoice Vouchering
- The layout of the Expense Distributions grid will now be remembered from run to run.
Print Checks
Re-Print Checks
- Add ability to print the check amount in words without adding the "dollars" text at the end.
General
Company Database
- Fix exception "EOleException: attempted update of read-only column" when updating A/R Invoices with at least one void invoice.
Services
KServer Driver API
- Add Notes 1 & 2 ticket fields to the "truckticketinfo" endpoint.
KServer Keystone Online Customer Portal API
- Modify CustomerInvoices endpoint to calculate fee surcharge based on invoice balance before tax.
- Modify HPPInvoice endpoint to calculate fee surcharge based on invoice balance before tax.
Payroll Module
Company Totals
- Restore ability to run historical payroll reports (introduced in 5.2.0.)
Release 5.2.3.0 - 12/29/2025
Dispatch Module
Order Maintenance
- When adding a new order, display "<Required>" in the P.O. Number field if it is required.
Ticket Printing
- When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.
Accounts Receivable Module
Pay Class Maintenance
- Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
- Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)
Ticket Maintenance
- When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.
General
System Menu
- Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.
Windows Client
- Improve unit cost rounding on various reports.
Services
Application Server
- Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
- Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)
Application Server
Device Aggregator
Device Server
- Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.
Ticketing Module
Order Maintenance
Ticket Printing
- When adding a new item, display "<Required>" in the P.O. Number field if it is required.
Utilities
DataScope
Query Export
- Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.
Release 5.2.2.0 - 12/19/2025
Accounts Receivable Module
Job Prices Maintenance
- Do not display customer warning that is set to trigger in Order Maintenance.
Purchase Order Module
P.O. Receipt Entry
- Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.
General
Company Database
- Updated to version 27.02.
Reports
- Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)
Windows Client
- Improve precision of Unit Cost fields.
Services
Application Server
- Improve precision of cost calculations when reconciling inventory.
Device Aggregator
Device Server
- Increase precision of Specific Gravity field.
Release 5.2.1.0 - 12/10/2025
Accounts Receivable Module
Customer Prices Maintenance
- Fix issue where customer price records could not be deleted (introduced in 5.2.)
Re-Print Tickets
- Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
Print Invoices
Re-Print Invoices
- Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
Accounts Payable Module
Vendors Maintenance
- Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
General
Reports
- In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.
Windows Client
- When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
Services
Application Server
- Fix zero cost issues with inventory reconciliation.
KServer Keystone Online Dashboard API
- Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
Release 5.2.0.0 - 12/4/2025
New Feature
Credit Card Fees
- Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.
Save Form Layouts
- There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.
Visual Themes
- Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:
- The default Keystone font now matches the standard Windows font (Segoe UI.)
- Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)
- Most icons have been visually improved especially on high-resolution 4K monitors.
- File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)
Dispatch Module
Order List
- Remove blank Report Sequence option.
Order Maintenance
- Remove the MAP button next to the Delivery Instructions fields.
- Add a warning message when changing Job Id for an existing order.
- Add visual indicator when Slump is changed due to a product change on the order.
Schedule
- Add "Base Mix" as an optional schedule grid field.
- Added hint message for split orders.
- Add "Show Status Hints" to Options menu.
- Add "Status Hint Legend" to Options menu.
- Add system option to cache schedule queries to improve performance in certain cases.
- Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
Ticketing Module
Order List
- Remove blank Report Sequence option.
Accounts Receivable Module
A/R Inquiry
- Add credit card fee/pay class to Payment History grid.
Cash Posting Register
- Add "Session No" to selection criteria.
Customer Prices Maintenance
- Add Standard Cost field to grid. Add ability to show/hide grid fields.
Customer Sales by Job
- Fix overlap of long product code and product description.
Drivers List
- When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
Email Invoices
- Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
Job Prices Maintenance
- When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.
- Changes to the "Inactive" field will now be tracked as a field change event.
Pay Class Maintenance
- New option added to the A/R File Maintenance menu.
Products Maintenance
- When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
Sales Tax Rates Maintenance
- Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.
Ticket Maintenance
- A warning message will be displayed if the Tax Authority field is left blank.
- Ask for a Void Reason when using the F3 Void button.
Void Invoice
- Added ability to select multiple invoices to void when using the "Void By Invoice" option.
Accounts Payable Module
Email ACH Stubs
- New option added to the A/P Invoicing/Checks menu.
Federal & State 1099 Export
- Updated for 2025.
Print 1099 Forms (Month End)
- Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)
Vendors Maintenance
- Fix typecast exception (Null->OleStr) when adding a new vendor.
Handwritten Check Entry
Invoice Vouchering
Vendor Classes Maintenance
Vendors Maintenance
- Allow bank account G/L accounts to be used in Expense G/L dropdown.
General Ledger Module
Accounts Maintenance
- When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
System Menu
Option Maintenance
- Show preview of selected theme and apply to all active Keystone windows when accepted.
General
Company Database
- Updated to version 26.07.
Document Database
- Updated to version 2.01.
Keystone Setup
- Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
- Upgraded setup to use light/dark mode based on current Windows settings.
System Menu
- The Entry/Processing submenu has been removed from the Payroll menu.
- Add Visual Theme selector icon to the top of the menu.
- When increased/decreased, the menu font size will now be saved for the currently logged in user and company.
- When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
- Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
Windows Client
- Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
- Add First/Last page buttons to the Document Viewer.
- Use search button in place of blue background for fields where F4 search is available.
- In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
- Add new options to File menu: "Reset Form Layout" and "Save Form Layout".
Services
Application Server
- Modify PrepareRemoteDB to include the new A/R Pay Class table.
- Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
Device Server
- When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
KServer Dashboard API
- Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.
- Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.
KServer Dispatch API v2
- Add "NextToLoad" endpoint.
KServer Driver API
- Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
KServer Keystone Online Back Office API
- Modify "CustomerPayment" endpoint to create transactions for pay class fees.
- Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
- Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
KServer Keystone Online Customer Portal API
- Modify "CustomerInvoices" endpoint to include pay class fee information.
- Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.
Keystone REST Server (KServer)
- Fix "EFOpenError" exception during Keystone system installation.
- Modify KPPTranslate action to handle pay class fees.
Keystone Relay
- Fix occasional crashes resulting from NullReferenceException.
Kserver Datatables API
- Updated AP1099FORMBOX for 2025.
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