New Keystone Releases: Difference between revisions

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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 4.7.16 - 2/12/2025==
==Release 5.2.1.0 - 12/10/2025==


===General Ledger Module===
===Accounts Receivable Module===


Import Payroll Transactions
====Customer Prices Maintenance====
:Updated to properly handle Impound/Invoice cash management transactions to a different account than check/direct deposit transactions.
:When building the list of payroll runs, include all runs between 1 year in the past to 1 year in the future.


==Build 4.7.15 - 2/6/2025==
:Fix issue where customer price records could not be deleted (introduced in 5.2.)


===General Ledger Module===


Import Payroll Transactions
====Re-Print Tickets====
:Updated to support multiple pay groups.
:The Payroll Run dropdown list now includes the pay group name.
:Performance improvement when retrieving G/L data from iSolved.


==Build 4.7.14 - 2/5/2025==
: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.


===General Ledger Module===


Import Payroll Transactions
====Print Invoices====
:Remove non-completed (void) payroll runs from list of payroll runs.


==Build 4.7.13 - 1/23/2025==
====Re-Print Invoices====


===General Ledger Module===
: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.


Import Payroll Transactions
:Updated to support multiple legal entities under one client.
==Build 4.7.12 - 1/21/2025==


===Accounts Payable Module===
===Accounts Payable Module===


Import Invoices
====Vendors Maintenance====
:'''Add ability to import invoice Due Date.'''


===General Ledger Module===
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.


Import Payroll Transactions
:Updated to support multiple clients.


==Build 4.7.11 - 1/11/2025==
===General===


===Payroll Module===
====Reports====


Tax Library
:'''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.'''
:'''Updated to version 2025-R2 (IL, ND, OR states.)'''


==Build 4.7.10 - 1/3/2025==


===Payroll Module===
====Windows Client====


Tax Library
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
:'''Updated to version 2025-R1c (LA state.)'''


==Build 4.7.9 - 12/28/2024==


===Payroll Module===
===Services===


Tax Library
====Application Server====
:'''Updated to version 2025-R1b (MT, NC, VT states.)'''


==Build 4.7.8 - 12/23/2024==
:Fix zero cost issues with inventory reconciliation.


===Payroll Module===


Tax Library
====KServer Keystone Online Dashboard API====
:'''Updated to version 2025-R1a (Federal, AR, HI, IN, MN, RI, WV states.)'''


==Build 4.7.7 - 12/13/2024==
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.


===Payroll Module===
==Release 5.2.0.0 - 12/4/2025==


Tax Library
===New Feature===
:'''Updated to version 2025-R1 (Federal-preliminary.)'''


==Build 4.7.6 - 12/3/2024==
====Credit Card Fees====


===Dispatch Module===
:'''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.'''


Order Maintenance
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
:'''Carry "Show when order accessed" field from job when copying an order and changing the job on an order.'''


===Ticketing Module===
====Save Form Layouts====


Order Maintenance
:'''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.'''
:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''


===Accounts Receivable Module===


Credit Card Pre-Approval
====Visual Themes====
:'''Add "Comment" grid column.'''


Customer Maintenance<BR>
:'''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:'''
Job Price Maintenance
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
:'''Add "Auto Hold Tck" checkbox.'''
:'''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.)'''


Customer Maintenance
:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''


Import Tickets
===Dispatch Module===
:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''


Job Price Maintenance
====Order List====
:Move "Plant Mix Type" to Dispatch tab.
:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
:Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
:'''Show "File #" on screen (if quote has a File # and is booked as a job.)'''
:'''Add new "Job Search" dialog when F4 pressed in Job Id field.'''
:'''Add blue background (indicating F4 search) to the Job Id field.'''


===Inventory Module===
:Remove blank Report Sequence option.


On Order Maintenance
:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)


===Quote Module===
====Order Maintenance====


Quote Maintenance
:Remove the MAP button next to the Delivery Instructions fields.
:'''Generate unique File # when adding a new quote.'''
:'''Show "File #" on screen (if quote has a File #.)'''
:'''Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.'''
:Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
:'''When booking a job, copy the "File #" field from the quote to the new job.'''


===Accounts Payable Module===
:'''Add a warning message when changing Job Id for an existing order.'''


Federal & State 1099 Export
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
:'''No changes for 2024 (ready for 2024 e-filing.)'''


===Purchase Order Module===


P.O. Receipt Maintenance
====Schedule====
:Fix EAccessViolation exception when deleting a receipt.


===General Ledger Module===
:'''Add "Base Mix" as an optional schedule grid field.'''


Import Payroll Transactions
:'''Added hint message for split orders.'''
:Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
:Fix summarization logic for C/M impound, invoice and other transactions to process each record.
:When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
:'''Add system options for Earn and Other G/L Item Categories.'''
:'''Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)'''
:Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)


===Payroll Module===
:'''Add "Show Status Hints" to Options menu.'''


ACA 1094/1095 Export
:'''Add "Status Hint Legend" to Options menu.'''
:'''No changes for 2024 (ready for 2024 e-filing.)'''


Federal & State W-2 Export
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''


Federal W-2C (Corrections) Export
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''


Tax Library
:'''Updated to version 2024-R12b (KY, ME, MI states.)'''


===General===
===Ticketing Module===


DataScope<BR>
====Order List====
Query Export
:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''


PDF Viewer
:Remove blank Report Sequence option.
:'''Save/restore form state, size and position from run to run.'''
:'''Show currently loaded PDF filename in form caption.'''


System Menu
:'''When building query menu, add Quotes option to the retricted to module logic.'''
:Take user security roles into account when filtering the query list by module.


System Option Maintenance
===Accounts Receivable Module===
:'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.'''


===Services===
====A/R Inquiry====


Keystone REST Server (KServer)
:'''Add credit card fee/pay class to Payment History grid.'''
:'''Online Dashboard API: New API added to support Python dashboard.'''
:Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
:Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.


==Build 4.7.5 - 11/9/2024==


===Payroll Module===
====Cash Posting Register====


Tax Library
:'''Add "Session No" to selection criteria.'''
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''


==Build 4.7.4 - 11/1/2024==


===Dispatch Module===
====Customer Prices Maintenance====


Mix Design Maintenance
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
:Filter product lookup to include only Mix type products.


Order Maintenance
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:Prevent new orders from being added for inactive customers.
:'''Highlight loads for a future date with a yellow background.'''
:'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.'''
:Update the load override time when recalculating loads if necessary.


Schedule
====Customer Sales by Job====
:Move "View Order" button to bottom-most position on the Order popup dialog.


Ticket Maintenance<BR>
:Fix overlap of long product code and product description.
Ticket Printing
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


===Ticketing Module===


Order Maintenance
====Drivers List====
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:Prevent new orders from being added for inactive customers.


Ticket Maintenance<BR>
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
Ticket Printing
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


===Accounts Receivable Module===


Customer Maintenance
====Email Invoices====
:'''Add "Web Orders" checkbox to Contacts grid.'''


Import Tickets
: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.
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


Job Price Maintenance
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.


Open Ticket Stack
====Job Prices Maintenance====
:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
:'''Require a Void Reason when a ticket is voided.'''


Print Invoices<BR>
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
Re-Print Invoices
:'''Add ability to print Order Contact and Phone Number on invoice.'''


Ticket Maintenance
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
:'''Require a Void Reason when a ticket is voided.'''


===Quote Module===


Print Quotes
====Pay Class Maintenance====
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''


===Accounts Payable Module===
:'''New option added to the A/R File Maintenance menu.'''


A/P Inquiry
:'''Add "Last Ck#" grid column.'''


Select Invoice for Payment
====Products Maintenance====
:If user does not have security role permission for C/M, do not show the C/M account balance.


===General Ledger Module===
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.


G/L Batch List
:'''Add user checkbox for "Show Trx Description 2".'''


Import Payroll Transactions
====Sales Tax Rates Maintenance====
:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''


===Payroll Module===
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''


Tax Library
:'''Updated to version 2024-R11a.'''


Timecard Maintenance
====Ticket Maintenance====
:Fix EAccessViolation exception when deleting a paycheck.


===General===
:'''A warning message will be displayed if the Tax Authority field is left blank.'''


DataScope<BR>
:'''Ask for a Void Reason when using the F3 Void button.'''
Query Export
:Take user roles into account when filtering the query list by module.


System Option Maintenance
:'''Add "Import Payroll Options" section to G/L options.'''


===Services===
====Void Invoice====


Application Server
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.


Device Server
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''


Keystone REST Server
===Accounts Payable Module===
:A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
:A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
:Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.


==Build 4.7.3 - 10/17/2024==
====Email ACH Stubs====


===Payroll Module===
:'''New option added to the A/P Invoicing/Checks menu.'''


Tax Library
:'''Updated to version 2024-R11 (IN counties.)'''


===General===
====Federal & State 1099 Export====


System Map
:'''Updated for 2025.'''
:Fix issue where an empty white screen appears when viewing the map.


System Menu
:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.


==Build 4.7.2 - 10/11/2024==
====Print 1099 Forms (Month End)====


===Dispatch Module===
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''


Order Maintenance
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


Schedule
====Vendors Maintenance====
:Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
:Fix "Quick Ticket" logic to properly set the load number in the ticket.
:Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
:Fix order load alert messages not working (introduced in 4.5.6.2.)
:'''Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.'''
:'''Add Plant Id to status pop-up.'''
:'''Add optional "OrdPlt" field to schedule grid (Plant Id from order.)'''


Ticket Printing
:Fix typecast exception (Null->OleStr) when adding a new vendor.
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.


===Ticketing Module===


Order Maintenance
====Handwritten Check Entry====
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


Order Stack
====Invoice Vouchering====
:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.


===Accounts Receivable Module===
====Vendor Classes Maintenance====


A/R Inquiry<BR>
====Vendors Maintenance====
Cash Posting<BR>
Customer Maintenance<BR>
Job Price Maintenance
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


Customer Maintenance
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.


Import Tickets
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.


Prepare Remote Ticketing Data
===General Ledger Module===
:'''Add client-side log messages.'''
 
Print Invoices
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
 
Sales Tax Report
:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.
 
===Quote Module===


Prospect Maintenance<BR>
====Accounts Maintenance====
Quote Maintenance
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


===Accounts Payable Module===
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.


Vendor Maintenance
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


===General Ledger Module===
===System Menu===


Batch List
====Option Maintenance====
:'''Print transaction second description line if present.'''


===Payroll Module===
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''


Tax Library
:'''Updated to version 2024-R10.'''


===General===
===General===


Company Database
====Company Database====
:Updated to version 25.02.


System Menu
:'''Updated to version 26.07.'''
:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.


Windows Client
:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
:When processing an auto-task, initialize client-side log.
:Decrease file chunk size to 1MB when reading/writing files from/to KServer.
:When reading file from KServer, raise exception if the response content type is not valid.
:When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.


===Services===
====Document Database====


Application Server
:'''Updated to version 2.01.'''
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.


Keystone REST Server (KServer)
:Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
:Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
:Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
:Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.


==Build 4.7.1 - 9/13/2024==
====Keystone Setup====


===Dispatch Module===
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.


Order Maintenance
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
:Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)


===Accounts Receivable Module===


Cash Posting
====System Menu====
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.


Customer Maintenance
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''


Re-Print Tickets
:'''Add Visual Theme selector icon to the top of the menu.'''
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)


===General===
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''


Company Database
: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 conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.


Reports
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
:Some reports were not respecting the default font/bold printer options.


===Services===


Keystone REST Server (KServer)
====Windows Client====
:'''Add "FormatCurr" function.'''
:Fix "StringReplace" function to handle NULL string parameters correctly.
:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
:'''Online Customer Portal API: Add "invoice" endpoint.'''


==Build 4.7 - 8/30/2024==
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.


===Dispatch Module===
:'''Add First/Last page buttons to the Document Viewer.'''


Edit Ticket Times
:'''Use search button in place of blue background for fields where F4 search is available.'''
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
:'''Display associated status reason description as a hint for all of the eight ticket times.'''


Order Maintenance
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
:When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
:Fix scroll wheel not working correctly on Job Id dropdown.
:Do not copy the W/C Release Time field when copying an order.
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
:Eliminate duplicate "Item Add" event generated when copying order.
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''


Print Orders
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
:'''Add handling for "mix multiplier" auto qty products.'''


Re-Print Tickets<BR>
Ticket Printing
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
:'''Add ability to print the user that originally created the ticket.'''
:'''Add ability to print customer phone number on ticket.'''
:'''Add ability to print the 8 load time source fields on tickets.'''
:'''Add ability to print list price, list totals and savings fields on tickets.'''


Re-Print Tickets<BR>
===Services===
Re-Transfer Tickets
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.


Schedule
====Application Server====
:Do not reset the truck available time if only the custom status is changed.
:Do not reset the truck to clocked out status after shipping and then voiding a load.
:Performance improvement when scrolling or clicking the order grid.
:'''Add "Plt Name" as an optional grid field.'''
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''


Ticket Printing
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)


Truck Demand Graph
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.


===Ticketing Module===


Order Maintenance
====Device Server====
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.


Order Stack
: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.
:'''Add "Qty Ord" as an optional grid field.'''


Re-Print Tickets<BR>
Ticket Printing
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
:'''Add ability to print the user that originally created the ticket.'''
:'''Add ability to print customer phone number on ticket.'''
:'''Add ability to print list price, list totals and savings fields on tickets.'''


Re-Print Tickets<BR>
====KServer Dashboard API====
Re-Transfer Tickets
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.


Ticket Printing
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)


===Accounts Receivable Module===
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''


A/R Inquiry
:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
:Fix missing QR code when previewing invoice that contains a QR code.
:Fix missing PDF hyperlink when printing to PDF from invoice preview form.


Comparative Customer Sales Report
====KServer Dispatch API v2====
:'''Add product class selection.'''


Customer Maintenance
:'''Add "NextToLoad" endpoint.'''
:Significant performance improvement when renaming a customer.
:Show all customer events except those related to customer prices.
:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.


Customer Price Maintenance
:Show only those events related to customer prices.


Edit Ticket Times
====KServer Driver API====
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
:'''Display associated status reason description as a hint for all of the eight ticket times.'''


Import Tickets
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
:Handle exceptions when calculating sales tax during ticket import.


Job Price Maintenance
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''


Print Invoices
====KServer Keystone Online Back Office API====
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''


Print Statements
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
:'''Add Order Id and the four Ship To fields as available fields on the form.'''


Product Maintenance
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
:Significant performance improvement when renaming a product.
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.


Product Sales by Customer Report<BR>
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
Product Sales Report
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''


Re-Print Tickets
:'''Add ability to print the 8 load time source fields on tickets.'''


Sales Tax Rate Maintenance
====KServer Keystone Online Customer Portal API====
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''


Ticket Inquiry
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''


Ticket Maintenance
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
:'''Use job/customer specific ticket form when printing ticket if specified.'''


===Accounts Payable Module===


Import Invoices
====Keystone REST Server (KServer)====
:Set the payment method for imported invoices from the vendor.


Re-Print ACH Stubs<BR>
:Fix "EFOpenError" exception during Keystone system installation.
Re-Print Checks
:'''Add Division selection.'''


Vendor Maintenance
:'''Modify KPPTranslate action to handle pay class fees.'''
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.


===Cash Management Module===


Statement Reconciliation
====Keystone Relay====
:Properly separate Check No and Check Amount columns based on check key.
:Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
:Record the last change date/time and user when generating combined deposits.


===Payroll Module===
:Fix occasional crashes resulting from NullReferenceException.


Tax Library
:'''Updated to version 2024-R9.'''


===Services===
====Kserver Datatables API====


Application Server
:'''Updated AP1099FORMBOX for 2025.'''
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''


Device Aggregator
----
:Do not record batch results if there are no batch results present from the batch device.


Device Server
[[Release Notes for Keystone 5.1.x]]
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.


Keystone REST Server (KServer)
[[Release Notes for Keystone 5.0.x]]
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
:'''External AICrete API: New API for interfacing with AICrete.'''
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
:Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
:Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
:Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
 
===General===
 
Setup
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
 
System Option Maintenance
:'''Add search window to help locate system options.'''
 
----


[[Release Notes for Keystone 4.7.x]]
[[Release Notes for Keystone 4.7.x]]

Latest revision as of 19:38, 10 December 2025


NOTE: Items in bold type are NEW features.

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

Fix issue where customer price records could not be deleted (introduced in 5.2.)


Re-Print Tickets

Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.


Print Invoices

Re-Print Invoices

Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.


Accounts Payable Module

Vendors Maintenance

Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.


General

Reports

In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.


Windows Client

When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.


Services

Application Server

Fix zero cost issues with inventory reconciliation.


KServer Keystone Online Dashboard API

Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.


Save Form Layouts

There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.


Visual Themes

Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:
The default Keystone font now matches the standard Windows font (Segoe UI.)
Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)
Most icons have been visually improved especially on high-resolution 4K monitors.
File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)


Dispatch Module

Order List

Remove blank Report Sequence option.


Order Maintenance

Remove the MAP button next to the Delivery Instructions fields.
Add a warning message when changing Job Id for an existing order.
Add visual indicator when Slump is changed due to a product change on the order.


Schedule

Add "Base Mix" as an optional schedule grid field.
Added hint message for split orders.
Add "Show Status Hints" to Options menu.
Add "Status Hint Legend" to Options menu.
Add system option to cache schedule queries to improve performance in certain cases.
Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)


Ticketing Module

Order List

Remove blank Report Sequence option.


Accounts Receivable Module

A/R Inquiry

Add credit card fee/pay class to Payment History grid.


Cash Posting Register

Add "Session No" to selection criteria.


Customer Prices Maintenance

Add Standard Cost field to grid. Add ability to show/hide grid fields.


Customer Sales by Job

Fix overlap of long product code and product description.


Drivers List

When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.


Email Invoices

Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.


Job Prices Maintenance

When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.
Changes to the "Inactive" field will now be tracked as a field change event.


Pay Class Maintenance

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


Products Maintenance

When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.


Sales Tax Rates Maintenance

Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.


Ticket Maintenance

A warning message will be displayed if the Tax Authority field is left blank.
Ask for a Void Reason when using the F3 Void button.


Void Invoice

Added ability to select multiple invoices to void when using the "Void By Invoice" option.


Accounts Payable Module

Email ACH Stubs

New option added to the A/P Invoicing/Checks menu.


Federal & State 1099 Export

Updated for 2025.


Print 1099 Forms (Month End)

Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)


Vendors Maintenance

Fix typecast exception (Null->OleStr) when adding a new vendor.


Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

Allow bank account G/L accounts to be used in Expense G/L dropdown.


General Ledger Module

Accounts Maintenance

When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.


System Menu

Option Maintenance

Show preview of selected theme and apply to all active Keystone windows when accepted.


General

Company Database

Updated to version 26.07.


Document Database

Updated to version 2.01.


Keystone Setup

Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
Upgraded setup to use light/dark mode based on current Windows settings.


System Menu

The Entry/Processing submenu has been removed from the Payroll menu.
Add Visual Theme selector icon to the top of the menu.
When increased/decreased, the menu font size will now be saved for the currently logged in user and company.
When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
Fix issue where there is no Keystone icon in the taskbar during the initial login screen.


Windows Client

Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
Add First/Last page buttons to the Document Viewer.
Use search button in place of blue background for fields where F4 search is available.
In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
Add new options to File menu: "Reset Form Layout" and "Save Form Layout".


Services

Application Server

Modify PrepareRemoteDB to include the new A/R Pay Class table.
Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.


Device Server

When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.


KServer Dashboard API

Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.
Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.


KServer Dispatch API v2

Add "NextToLoad" endpoint.


KServer Driver API

Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)


KServer Keystone Online Back Office API

Modify "CustomerPayment" endpoint to create transactions for pay class fees.
Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.


KServer Keystone Online Customer Portal API

Modify "CustomerInvoices" endpoint to include pay class fee information.
Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.


Keystone REST Server (KServer)

Fix "EFOpenError" exception during Keystone system installation.
Modify KPPTranslate action to handle pay class fees.


Keystone Relay

Fix occasional crashes resulting from NullReferenceException.


Kserver Datatables API

Updated AP1099FORMBOX for 2025.

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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