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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> |
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| ==Build 4.3.12 - 8/8/2023== | | ==Release 5.2.1.0 - 12/10/2025== |
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| ===Dispatch Module=== | | ===Accounts Receivable Module=== |
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| Order Maintenance
| | ====Customer Prices Maintenance==== |
| :'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
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| :Do not allow the delivery date/time to be changed on an order when there are voided loads that have not yet returned to the plant.
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| :Do not allow the order to be cancelled when there are voided loads that have not yet returned to the plant.
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| Ticket Printing
| | :Fix issue where customer price records could not be deleted (introduced in 5.2.) |
| :'''Add ability to print mix design detail section for the line 1 product.'''
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| :Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.) | |
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| ===Ticketing Module===
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| Ticket Printing
| | ====Re-Print Tickets==== |
| :'''Add ability to print mix design detail section for the line 1 product.'''
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| :Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
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| ===Accounts Receivable Module===
| | :Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant. |
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| Email Invoices<BR>
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| Email Orders<BR>
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| Email Statements
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| :Fix "too many login attempts" exception when using GMail (Google Mail.)
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| Import Tickets
| | ====Print Invoices==== |
| :'''Provide ability to specify a default Tax Authority translation.'''
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| :If there is no entry in the Tax Authority translation table for the source tax authority, truncate the source to 4 characters to avoid a string overflow exception.
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| Job Price Maintenance
| | ====Re-Print Invoices==== |
| :'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
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| Void Invoice
| | :Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division. |
| :Fix generated GLTTRX cash transactions so that the CHECK_NO field has the correct invoice number being voided. | |
| :Fix generated GLTTRX cash transactions so that the SOURCE_TRANS_TYPE field has the correct values (CV/CR.)
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| :Fix generated GLTTRX cash transactions so that the BANK_NO field is empty.
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| ===Quote Module===
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| Quote Maintenance
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| :'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
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| ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
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| Handwritten Check Entry
| | ====Vendors Maintenance==== |
| :Do not allow entry of Check Date that is prior to Invoice Date.
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| Print Checks
| | :Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor. |
| :Add error message if Check Date is prior to any Invoice Date. | |
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| ===Purchase Order Module===
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| P.O. Receipt Entry
| | ===General=== |
| :Update on-screen totals when Receive All button clicked.
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| ===Payroll Module=== | |
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| Company Summary Report
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| :The monthly/quaterly totals were calculating incorrectly.
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| Email Direct Deposit Stubs
| | ====Reports==== |
| :Fix "too many login attempts" exception when using GMail (Google Mail.)
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| 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 2023-R8b (AR, IL, ND states.)''' | |
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| Workers Compensation Report
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| :Widen the "Pay" columns to print up to 9 digits to the left of the decimal.
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| ===Services=== | | ====Windows Client==== |
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| Device Server
| | :When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected. |
| :Cidra Dispatch Notification Device: Log response when REST exception occurs. | |
| :Cidra Dispatch Notification Device: Do not send empty date/time fields.
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| :Cidra Dispatch Notification Device: Return item status value to resolve aggregator error.
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| :'''HaulHub Dispatch Notification Device: Add "quantity_shipped_today" and "quantity_ordered" fields.'''
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| :'''Holcim Dispatch Notification Device: New device added.'''
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| Keystone REST Server (KServer)
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| :Windows Client Device API v2: Fix "LoadNumber" field to return the correct value for the dispatchevent endpoint.
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|
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| ==Build 4.3.11 - 6/13/2023==
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| ===Dispatch Module===
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| Mix Design Maintenance
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| :'''Add system option to control editability by ingredient type.'''
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| :Do not show Vendor Products tab when A/P is active.
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| ===Payroll Module===
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| Tax Library
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| :'''Updated to version 2023-R7 (ID state.)'''
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| ===Services=== | | ===Services=== |
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| Device Server
| | ====Application Server==== |
| :Fix issue where scale would always read as "oCAP" when not using the EOLHEX device parameter (introduced in 4.3.9.5.)
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| Keystone REST Server (KServer)
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| :'''Add SQLite database support.'''
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| ==Build 4.3.10 - 6/2/2023== | |
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| ===Accounts Receivable Module===
| | :Fix zero cost issues with inventory reconciliation. |
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| Print Invoices<BR>
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| Reprint Invoices
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| :'''When including e-ticket images, a new capability has been added to print all pages of the e-ticket document instead of just the first page. Please contact support if you need this.'''
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| ===Dispatch Module=== | | ====KServer Keystone Online Dashboard API==== |
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| End of Day
| | :Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date. |
| :Only allow entry of an ending value for Ticket Date. | |
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| Mix Design Maintenance
| | ==Release 5.2.0.0 - 12/4/2025== |
| :'''New option added to the Dispatch File Maintenance menu which allows editing of mix designs.'''
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| Ticket Printing
| | ===New Feature=== |
| :'''Allow security control of fields/buttons on ticket stub screen.'''
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| :'''Add new conditional fields for product types.'''
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| ===Ticketing Module=== | | ====Credit Card Fees==== |
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| End of Day
| | :'''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.''' |
| :Only allow entry of an ending value for Ticket Date. | |
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| Ticket Printing
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| :'''Allow security control of fields/buttons on ticket stub screen.'''
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| :'''Add new conditional fields for product types.'''
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| ===Quote Module=== | | ====Save Form Layouts==== |
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| Quote 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.''' |
| :Fix "Book Job" and "Rebook Job" to copy all three Tax Code fields (previously just copied the first one.) | |
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| ===Payroll Module===
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| SUTA E-File Export
| | ====Visual Themes==== |
| :'''Updated export format for WA state for 2023.'''
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| Tax Library
| | :'''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:''' |
| :'''Updated to version 2023-R6 (UT state.)''' | | :'''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.)''' |
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| ===Purchase Order Module===
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| P.O. Receipt Entry
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| :Fix warning "P.O. Number is required" when trying to save the P.O. receipt.
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|
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| ===General===
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| Company Database
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| :Fix ARP_TICKETS procedure to ignore sales history tickets for voided/reversal invoices.
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| NTEP Certification
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| :'''NTEP certification number now shown on startup screen and system information dialog.'''
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| :'''Scale weights are now NTEP compliant (lowercase unit of measure, show weight as received from scale.)'''
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|
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| ===Services===
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| Device Aggregator
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| :Fix issue when applying device map changes involving multiple companies, where one company has applied its database upgrade but the other(s) have not.
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| Device Server
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| :Scale devices: Improve handling where EOLHEX is specified.
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| :'''Scale devices: Add support for "over-capacity" indicator.'''
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| :Dispatch Event devices: Fix potential memory leak after processing commands.
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| :'''Added new HaulHub Dispatch Event device.'''
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| :'''Added new Cidra Smarthatch Dispatch Event device.'''
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| :Fix memory leak for most devices when a failure occurs while opening the communication link.
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| Keystone REST Server (KServer)
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| :Windows Client Device API v2: Modify "dispatchevent" endpoint to properly handle null/empty Truck GPS Unit Id.
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| :Windows Client Device API v2: Modify "dispatchevent" endpoint to support HaulHub dispatch event notifications.
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|
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| ==Build 4.3.9 - 4/21/2023==
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| ===Dispatch Module=== | | ===Dispatch Module=== |
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| Order Maintenance | | ====Order List==== |
| :Fix issue where you could the DELETE key would delete system generated order events.
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| Schedule
| | :Remove blank Report Sequence option. |
| :Fix issue when doing Quick Order AFTER using View Order it will come up as View Order instead of Order Maintenance. | |
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| Truck Demand Graph
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| :Fix "Resource not found" exception when using the Planning function.
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| ===Accounts Receivable Module=== | | ====Order Maintenance==== |
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| Aged Trial Balance
| | :Remove the MAP button next to the Delivery Instructions fields. |
| :'''Add customer email field to report when using Summary or Detail report type.''' | |
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| Customer Sales by Product Report
| | :'''Add a warning message when changing Job Id for an existing order.''' |
| :Change Customer Class and Plant selection to checklist box. | |
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| Print Dunning Letters
| | :'''Add visual indicator when Slump is changed due to a product change on the order.''' |
| :'''Add Credit Terms Class selection.''' | |
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| Product Maintenance
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| :Show "Taxable" field heading when using multiple tax codes.
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| Sales Tax Report
| | ====Schedule==== |
| :'''Add Tax Method selection (allows separation of tax localities based on gross sales from tax localities based on qty sold.)'''
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| Truck List
| | :'''Add "Base Mix" as an optional schedule grid field.''' |
| :Fix "Truck Class" dropdown not showing any data. | |
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| Void Invoice
| | :'''Added hint message for split orders.''' |
| :Fix reversing G/L transaction to always have 'S' for transaction type. | |
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| ===Accounts Payable Module===
| | :'''Add "Show Status Hints" to Options menu.''' |
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| Import Invoices
| | :'''Add "Status Hint Legend" to Options menu.''' |
| :'''New option added to A/P Invoicing/Checks menu.''' | |
| :Eliminate blank error dialog when there are no import errors.
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| ===Purchase Order Module===
| | :'''Add system option to cache schedule queries to improve performance in certain cases.''' |
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| P.O. Receipt Maintenance
| | :Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.) |
| :Do not allow entry of a receipt without a P.O. Number. | |
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| ===Payroll Module===
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| Tax Library
| | ===Ticketing Module=== |
| :'''Updated to version 2023-R5 (MI, WV states.)'''
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| ===Cash Management Module=== | | ====Order List==== |
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| Transaction Entry
| | :Remove blank Report Sequence option. |
| :Fix so batch cannot be posted if any transaction dates are in invalid periods. | |
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| ===General===
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| System Menu
| | ===Accounts Receivable Module=== |
| :'''Add new dialog box prior to displaying the Product Activation dialog with descriptive error message.'''
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| ===Services=== | | ====A/R Inquiry==== |
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| Device Server
| | :'''Add credit card fee/pay class to Payment History grid.''' |
| :For HaulHub batch weight notification device, send "supplier" field as company name. | |
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| Keystone REST Server (KServer)
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| :'''Driver API: Add "cod" field to truckticketinfo endpoint.'''
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| :Online Customer Portal API: Fix ContactLookup endpoint to treat email parameter case insensitively.
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| :Windows Client A/R Report API: Fix ARTruckList endpoint to fix "Truck Class" dropdown not showing any data.
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| ==Build 4.3.8 - 3/3/2023== | | ====Cash Posting Register==== |
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| ===Dispatch Module===
| | :'''Add "Session No" to selection criteria.''' |
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| Order Maintenance
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| :'''Add "% Super Plas" (super-plasticizer) field.'''
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| Re-Print E-Ticket Documents
| | ====Customer Prices Maintenance==== |
| :'''New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.'''
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| Schedule
| | :'''Add Standard Cost field to grid. Add ability to show/hide grid fields.''' |
| :Fix plant demand graph to include the dispatch time when generating the graph. | |
| :Fix the double "View Order" buttons on the order popup menu when the user does not have permission to edit orders.
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| :Fix issue when entering a Quick Order where if you hover the mouse over the products grid and use the mouse scroll wheel (before entering the Customer Id/Order Id) you would not be able to complete the order.
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| :Fix issue where "View Order" allowed products to be deleted from the order.
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| :'''Display driver/truck license expiration warnings on ticket stub screen.'''
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| Truck Demand Graph
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| :'''All backend processing has been moved to the Keystone REST Server.'''
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| :Use current date and time when displaying the graph for today.
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| ===Accounts Receivable Module=== | | ====Customer Sales by Job==== |
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| Print Dunning Letters
| | :Fix overlap of long product code and product description. |
| :'''Add Customer Credit Status selection.''' | |
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| Product Maintenance
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| :'''Show Last Produced Date and Last Sale Date on Inventory tab.'''
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| Quick Ticket Entry
| | ====Drivers List==== |
| :Fix product dropdown list not being populated when a customer is entered without a job.
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| Re-Print A/R Documents
| | :When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear. |
| :'''New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.''' | |
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| ===Inventory Module===
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| Production Receipts
| | ====Email Invoices==== |
| :Update Last Produced Date field for top-level product.
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| ===Quote Module===
| | :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. |
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| Quote Maintenance
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| :'''Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.'''
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| ===Payroll Module=== | | ====Job Prices Maintenance==== |
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| Employee Maintenance
| | :'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.''' |
| :'''Add validation for Social Security Number as per SSA rules.''' | |
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| Tax Library
| | :'''Changes to the "Inactive" field will now be tracked as a field change event.''' |
| :'''Updated to version 2023-R3.''' | |
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| ===General===
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| Email Forms Options<BR>
| | ====Pay Class Maintenance==== |
| Forms Reports
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| :Fix to select the proper form when two forms are available but the first one is marked inactive.
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| :'''The form dropdown list will now include the new Description field added to Form Maintenance.'''
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| Form Maintenance
| | :'''New option added to the A/R File Maintenance menu.''' |
| :'''Add Description field.''' | |
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| Windows Client
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| :Fix issue where the width of a tab that is showing a bold caption would be too narrow and would clip off the end of the caption.
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| :'''Add "West Virginia" to DOT State dropdown list.'''
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| ===Services=== | | ====Products Maintenance==== |
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| Device Server
| | :When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed. |
| :'''Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.''' | |
| :'''When sending tickets to ULINK batch control, send order "% Super Plas" field as ULINK fields #87 and #94.'''
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| :'''Add "WV" to list of supported states for HaulHub batch weight notification device.'''
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| Keystone REST Server (KServer)
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| :'''Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.'''
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| :Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.
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| :Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.
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| :Driver API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
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| :GPS API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
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| :'''Windows Client A/R Report API: Add ARDocumentList endpoint.'''
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| :'''Windows Client Dispatch API v2: Add new endpoints for truck demand graph.'''
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| :'''Windows Client Dispatch Lookup API: Add new endpoints for truck demand graph.'''
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| :Windows Client Document Imaging API: Fix rdmDoDocIdx/cdsDocIdx_LinkType endpoint to return all document types when DOC_TYPE parameter is not specified.
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| ==Build 4.3.7 - 1/27/2023== | | ====Sales Tax Rates Maintenance==== |
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| ===Accounts Payable Module===
| | :'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.''' |
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| A/P Federal & State 1099 Export
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| :'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)'''
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| ===Payroll Module=== | | ====Ticket Maintenance==== |
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| Tax Library
| | :'''A warning message will be displayed if the Tax Authority field is left blank.''' |
| :'''Updated to version 2023-R2a.''' | |
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| ===General===
| | :'''Ask for a Void Reason when using the F3 Void button.''' |
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| DataScope
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| Query Export
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| :'''Queries created by the logged in user will always appear on the query list.'''
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| :'''Add "Created By" column to the query list.'''
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| :Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
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| System Menu
| | ====Void Invoice==== |
| :Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.
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| ===Services===
| | :'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.''' |
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| Device Server
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| :Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.) | |
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| Keystone REST Server (KServer)
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| :Change method of determining database cache versions to improve performance.
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| | |
| ==Build 4.3.6 - 1/24/2023==
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| ===Accounts Receivable Module===
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| Customer Maintenance
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| :Fix exception "EDBClient Data is read only" when attempting to delete a customer.
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| Job Price List
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| :'''Add ability to print customer terms description on form (contact support if you need this.)'''
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| Product List
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| :Print correct U/M when listing product components.
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| ===Accounts Payable Module=== | | ===Accounts Payable Module=== |
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| Reprint Checks
| | ====Email ACH Stubs==== |
| :'''Add Vendor Sequence Code option to report sequence.'''
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| ===Payroll Module===
| | :'''New option added to the A/P Invoicing/Checks menu.''' |
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| Calculate Payroll
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| :Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
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| Company Summary Report
| | ====Federal & State 1099 Export==== |
| :Fix totals for Social Security Gross not matching other payroll summary reports.
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| Setup Tax Codes
| | :'''Updated for 2025.''' |
| :'''Add drop-down list to Tax Library Id field.''' | |
| :'''Add hint messages for local taxes.'''
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| ===General===
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| Windows Client
| |
| :'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
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| :Reduce CPU usage of common logging module.
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| :Fix issue introduced in 4.2.6.27 when refreshing client cache.
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|
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| ===Services===
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| Application Server
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| Device Aggregator
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| Device Server
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| Keystone REST Server (KServer)
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| :Reduce CPU usage of common logging module.
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| :Improve thread-safety of region-based functions.
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|
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| Device Server
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| :Reduce CPU usage for scales that can be read a line at a time.
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| :Fix scale reading issue when server is stopped/started.
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|
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| Keystone REST Server (KServer)
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| :'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
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|
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| ==Build 4.3.5 - 1/13/2023==
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| ===Accounts Receivable Module===
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|
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| Job Price Maintenance
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| :Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
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| ===Dispatch Module=== | | ====Print 1099 Forms (Month End)==== |
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| Schedule
| | :'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)''' |
| :'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.''' | |
|
| |
|
| ===Payroll Module===
| |
|
| |
|
| Calculate Payroll
| | ====Vendors Maintenance==== |
| :Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
| |
|
| |
|
| ===Services===
| | :Fix typecast exception (Null->OleStr) when adding a new vendor. |
|
| |
|
| Device Aggregator
| |
| :Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
| |
|
| |
|
| Keystone REST Server (KServer)
| | ====Handwritten Check Entry==== |
| :'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
| |
|
| |
|
| ==Build 4.3.4 - 1/9/2023== | | ====Invoice Vouchering==== |
|
| |
|
| ===Dispatch Module=== | | ====Vendor Classes Maintenance==== |
|
| |
|
| Order Maintenance
| | ====Vendors Maintenance==== |
| :'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
| |
| :Improve performance of contact query.
| |
| :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
|
| |
|
| Ticket Printing
| | :Allow bank account G/L accounts to be used in Expense G/L dropdown. |
| :'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.''' | |
| :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
|
| |
|
| ===Ticketing Module===
| |
|
| |
|
| Order Maintenance
| | ===General Ledger Module=== |
| :'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
| |
| :Improve performance of contact query.
| |
|
| |
|
| Ticket Printing
| | ====Accounts Maintenance==== |
| :'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
| |
| :Eliminate unnecessary re-querying of plant, job price and zone data.
| |
| :When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
| |
|
| |
|
| ===Accounts Receivable Module===
| | :When using the "Replicate Accts" feature the NRMCA Group field will now be replicated. |
|
| |
|
| Customer Maintenance
| |
| :'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
| |
|
| |
|
| Job Price Maintenance
| | ===System Menu=== |
| :Improve performance of contact query.
| |
|
| |
|
| Setup Pending Prices
| | ====Option Maintenance==== |
| :Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
| |
| :Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
| |
| :'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
| |
| :'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
| |
|
| |
|
| Ticket Maintenance
| | :'''Show preview of selected theme and apply to all active Keystone windows when accepted.''' |
| :Eliminate unnecessary re-querying of plant, job price and zone data. | |
|
| |
|
| ===Inventory Module===
| |
|
| |
| Purchase Receipts
| |
| :Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
| |
|
| |
| ===Quote Module===
| |
|
| |
| Quote Maintenance
| |
| :Improve performance of contact query.
| |
|
| |
| ===Accounts Payable Module===
| |
|
| |
| Handwritten Check Entry
| |
| :For non-vouchered invoices, link P.O. receipts and generate product transactions.
| |
|
| |
| ===Payroll Module===
| |
|
| |
| Print 941 Schedule B
| |
| :'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
| |
|
| |
| Print W-3 Form
| |
| :'''Updated for 2022 (no changes from 2021.)'''
| |
|
| |
| Tax Library
| |
| :'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
| |
|
| |
|
| ===General=== | | ===General=== |
|
| |
|
| File Maintenance
| | ====Company Database==== |
| :When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
| |
| | |
| ===Services=== | |
| | |
| Keystone REST Server (KServer)
| |
| :Fix memory leaks when running SELECT query while processing a PUT/POST method.
| |
| :Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
| |
| :Driver API: Optimize Contacts query in notifyordercomplete endpoint.
| |
| :Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
| |
| :Quote API: Optimize Contacts query in Quote endpoint.
| |
| :Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
| |
| :Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
| |
| :Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
| |
| :Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
| |
| :Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
| |
| | |
| ==Build 4.3.3 - 12/27/2022==
| |
| | |
| ===Payroll Module===
| |
| | |
| Tax Library
| |
| :'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
| |
| | |
| ===General===
| |
| | |
| Windows Client
| |
| :In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
| |
| | |
| ===Services===
| |
| | |
| Keystone REST Server (KServer)
| |
| :Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
| |
| :'''Add "Condition" property to AutoRun section of endpoint.'''
| |
| :Version API: Add endpoint condition for "logquerystats" endpoint.
| |
| :Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
| |
| | |
| ==Build 4.3.2 - 12/21/2022==
| |
| | |
| ===Dispatch Module===
| |
| | |
| Order Maintenance
| |
| :Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
| |
| | |
| Print Orders
| |
| :'''Add ability to print Zone Description the form.'''
| |
| | |
| Schedule
| |
| :'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
| |
| | |
| ===Ticketing Module===
| |
| | |
| Print Orders
| |
| :'''Add ability to print Zone Description the form.'''
| |
| | |
| Weigh Truck
| |
| :Force Truck Number to uppercase when adding a new truck on the fly.
| |
| | |
| ===Accounts Receivable Module===
| |
|
| |
|
| A/R Inquiry
| | :'''Updated to version 26.07.''' |
| Cash Posting
| |
| :Use "CASH" (uppercase) when the check number for a payment is blank. | |
|
| |
|
| Apply Service Charges
| |
| :Force A/R GL to uppercase when adding a new one on the fly.
| |
| :Force Svc Chg GL to uppercase when adding a new one on the fly.
| |
| :Force Exempt Code to uppercase when adding a new one on the fly.
| |
|
| |
|
| Open Ticket Stack
| | ====Document Database==== |
| :Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
| |
| :The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
| |
| :Fix inability to change Tax Code after using F9 Edit Ticket.
| |
|
| |
|
| Plant Maintenance
| | :'''Updated to version 2.01.''' |
| :Force Sys Loc to uppercase when adding a new one on the fly. | |
| :Force Ship Group to uppercase when adding a new one on the fly.
| |
|
| |
|
| Product Maintenance
| |
| :Force Tax Code to uppercase when adding a new one on the fly.
| |
|
| |
|
| Void Invoice
| | ====Keystone Setup==== |
| :When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
| |
|
| |
|
| ===Inventory Module===
| | :Setup will now terminate a service if it doesn't respond to a stop request in a timely manner. |
|
| |
|
| Inventory Reconciliation
| | :'''Upgraded setup to use light/dark mode based on current Windows settings.''' |
| :Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups. | |
|
| |
|
| ===Accounts Payable Module===
| |
|
| |
|
| Print Checks
| | ====System Menu==== |
| :Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
| |
|
| |
|
| Vendor Maintenance
| | :'''The Entry/Processing submenu has been removed from the Payroll menu.''' |
| :'''Add F4 search to all G/L account fields on the G/L Setup tab.''' | |
|
| |
|
| ===Cash Management Module===
| | :'''Add Visual Theme selector icon to the top of the menu.''' |
|
| |
|
| Statement Reconciliation
| | :'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.''' |
| :When a transaction is cleared, set the Clear Date to the reconciliation target date. | |
|
| |
|
| ===Payroll Module===
| | :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. |
|
| |
|
| Setup Company
| | :Fix issue where there is no Keystone icon in the taskbar during the initial login screen. |
| :Force State Code to uppercase when adding a new one on the fly. | |
|
| |
|
| Tax Library
| |
| :'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
| |
|
| |
|
| Timecard Maintenance
| | ====Windows Client==== |
| :Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
| |
|
| |
|
| ===Job Cost Module===
| | :Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page. |
|
| |
|
| Job Maintenance
| | :'''Add First/Last page buttons to the Document Viewer.''' |
| :Force Job Group to uppercase when adding a new one on the fly. | |
|
| |
|
| Trx Type Maintenance
| | :'''Use search button in place of blue background for fields where F4 search is available.''' |
| :Force Unit of Measure to uppercase when adding a new one on the fly. | |
|
| |
|
| ===General===
| | :In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column. |
|
| |
|
| Keystone Setup
| | :'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".''' |
| :No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2. | |
|
| |
|
| System Menu
| |
| :Fix so Query and Location datasets are cached on the client.
| |
| :Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
| |
|
| |
| Windows Client
| |
| :In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
| |
|
| |
|
| ===Services=== | | ===Services=== |
|
| |
|
| Application Server | | ====Application Server==== |
| :'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
| |
|
| |
|
| Device Aggregator
| | :'''Modify PrepareRemoteDB to include the new A/R Pay Class table.''' |
| :Fix "Test Link" function crashing the client thread. | |
|
| |
|
| Keystone REST Server (KServer)
| | :Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance. |
| :Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
| |
|
| |
|
| ==Build 4.3.1 - 11/27/2022==
| |
|
| |
|
| ===Accounts Payable Module=== | | ====Device Server==== |
|
| |
|
| Federal & State 1099 Export
| | :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. |
| :'''Updated for tax year 2022.''' | |
| :'''Remove IA_BEN payer element (not required for 2022.)'''
| |
| :'''Add empty box 13 for 1099-MISC (new for 2022.)'''
| |
| :'''Add Vendor Id selection.'''
| |
|
| |
|
| Print 1099 Forms
| |
| :'''Updated for tax year 2022.'''
| |
| :'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
| |
|
| |
|
| ===Payroll Module=== | | ====KServer Dashboard API==== |
|
| |
|
| ACA 1094/1095 Export
| | :'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.''' |
| :'''Updated for tax year 2022 (no changes.)''' | |
| :'''Add Employee Id selection.''' | |
|
| |
|
| Federal & State W-2 Export
| | :'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.''' |
| :'''Updated for tax year 2022 (no changes.)'''
| |
| :'''Add Employee Id selection.''' | |
|
| |
|
| Print W-2 Forms
| |
| :'''Updated for tax year 2022 (no changes.)'''
| |
|
| |
|
| ===Cash Management Module=== | | ====KServer Dispatch API v2==== |
|
| |
|
| Statement Reconciliation
| | :'''Add "NextToLoad" endpoint.''' |
| :Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.) | |
|
| |
|
| ==Build 4.3 - 11/18/2022==
| |
|
| |
|
| ===Dispatch Module=== | | ====KServer Driver API==== |
|
| |
|
| Order Maintenance
| | :Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.) |
| :The EDIT and VISIBLE security options on Unit Price field are now handled properly. | |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :Widened "Event Date/Time" on the Events tab.
| |
|
| |
|
| Schedule
| |
| :'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
| |
| :'''Add order SHIP_TO_2 as an optional schedule grid field.'''
| |
|
| |
|
| Ticket Printing
| | ====KServer Keystone Online Back Office API==== |
| :The EDIT and VISIBLE security options on Unit Price field are now handled properly.
| |
| :'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
| |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
| |
|
| |
|
| ===Ticketing Module===
| | :'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.''' |
|
| |
|
| Order Maintenance
| | :Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type. |
| :The EDIT and VISIBLE security options on Unit Price field are now handled properly. | |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
|
| |
|
| Ticket Printing
| | :Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts. |
| :The EDIT and VISIBLE security options on Unit Price field are now handled properly. | |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
| |
|
| |
|
| ===Accounts Receivable Module===
| |
|
| |
|
| A/R Inquiry<BR>
| | ====KServer Keystone Online Customer Portal API==== |
| Cash Posting
| |
| :'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
| |
|
| |
|
| Customer Price Maintenance
| | :'''Modify "CustomerInvoices" endpoint to include pay class fee information.''' |
| :Improve performance of product lookup. | |
| :Widened "Last Changed" grid column.
| |
|
| |
|
| Customer Maintenance
| | :'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.''' |
| :Improve performance of product lookup. | |
| :Remove DOT tab (obsolete.)
| |
|
| |
|
| Delivery Truck Log
| |
| :Do not include sales history from voided/reversal invoices.
| |
|
| |
|
| Group Price Maintenance
| | ====Keystone REST Server (KServer)==== |
| :Improve performance of product lookup.
| |
| :Widened "Last Changed" grid column.
| |
|
| |
|
| Job Price Maintenance
| | :Fix "EFOpenError" exception during Keystone system installation. |
| :Improve performance of product lookup. | |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
| |
| :Widened "Last Changed" grid column.
| |
| :Zone and Product lookups to are now loaded only when the dropdown is clicked.
| |
| :'''Add state DOT field hint messages.'''
| |
| :Remove "Project Id" on DOT tab (obsolete.)
| |
| :Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
| |
| :'''Add F4 search to Plant Id and Usage Type fields.'''
| |
| :The setup parent job dialog will no longer load the lookup list of all jobs when shown.
| |
| :'''Add ability to add/edit Usage Class on the fly.'''
| |
| :Limit Job Id field to 18 characters when copying a job.
| |
|
| |
|
| Open Ticket Stack
| | :'''Modify KPPTranslate action to handle pay class fees.''' |
| :Improve performance of quoted job product lookup. | |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
|
| |
|
| Plant Maintenance
| |
| :'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
| |
| :Remove "Plant Identifier" on DOT tab (obsolete.)
| |
| :'''Add state DOT field hint messages.'''
| |
| :When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
| |
| :When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
| |
|
| |
|
| Product Maintenance
| | ====Keystone Relay==== |
| :'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
| |
| :'''Add state DOT field hint messages.'''
| |
|
| |
|
| Quick Ticket Entry
| | :Fix occasional crashes resulting from NullReferenceException. |
| :Improve performance of quoted job product lookup. | |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
|
| |
|
| Sales Tax Rate Maintenance
| |
| :'''Add splitter control to adjust heights of locality/rate grids.'''
| |
| :Increase default height of tax locality rate grid.
| |
| :Do not delete tax locality when tax locality structure record deleted.
| |
|
| |
|
| Ticket Maintenance
| | ====Kserver Datatables API==== |
| :Improve performance of quoted job product lookup.
| |
| :Improve performance of job lookup by loading jobs for current customer only.
| |
| :Widened "Load Date/Time" column on the Batch Weights tab.
| |
| :Widened dispatch times on the Times/Email tab.
| |
| :Fix issue where scale weight popup would not appear in certain cases.
| |
|
| |
|
| Truck Maintenance
| | :'''Updated AP1099FORMBOX for 2025.''' |
| :Remove DOT tab (obsolete.) | |
|
| |
|
| Unit of Measure Maintenance
| | ---- |
| :'''Add state DOT field hint messages.'''
| |
|
| |
|
| ===Inventory Module===
| | [[Release Notes for Keystone 5.1.x]] |
|
| |
|
| Enter Inventory Balances<BR>
| | [[Release Notes for Keystone 5.0.x]] |
| Misc. Inv. Transactions<BR>
| |
| Physical Inventory Entry<BR>
| |
| Production Receipts<BR>
| |
| Purchase Receipts
| |
| :Improve performance of stocked product lookup.
| |
|
| |
|
| Inventory Reconciliation
| | [[Release Notes for Keystone 4.7.x]] |
| :Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
| |
|
| |
|
| Inventory Transfers
| | [[Release Notes for Keystone 4.6.x]] |
| :Improve performance of stocked product lookup.
| |
| :'''Add F4 search capability to Transfer In product.'''
| |
|
| |
|
| ===Quote Module===
| | [[Release Notes for Keystone 4.5.x]] |
|
| |
|
| Quote Maintenance
| | [[Release Notes for Keystone 4.4.x]] |
| :'''Add state DOT field hint messages.'''
| |
| :Improve performance of product lookup.
| |
| :Improve performance of quote lookup by loading quotes for current prospect only.
| |
| :Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
| |
| :Widened "Last Changed" products grid column.
| |
| :'''Add F4 search to Plant Id and Usage Type fields.'''
| |
| :Do not load list of all jobs at startup.
| |
| :'''Add ability to add/edit Usage Class on the fly.'''
| |
| :Limit Quote Id field to 18 characters when copying a quote.
| |
|
| |
|
| ===Accounts Payable Module===
| | [[Release Notes for Keystone 4.3.x]] |
| | |
| Handwritten Check Entry
| |
| :When posting the batch, write check number to G/L transaction table.
| |
| | |
| Import Invoices
| |
| :Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
| |
| | |
| Print Checks
| |
| :Do not process void invoices with a non-zero To Pay amount.
| |
| | |
| Select Invoices for Payment
| |
| :Fix so saving changes does not update any void invoices.
| |
| | |
| ===Cash Management Module===
| |
| | |
| Statement Reconciliation
| |
| :When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
| |
| | |
| ===Payroll Module===
| |
| | |
| Employee Maintenance
| |
| :Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
| |
| | |
| Tax Library
| |
| :'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
| |
| | |
| ===Purchase Order Module===
| |
| | |
| Purchase Order Maintenance<BR>
| |
| P.O. Receipt Maintenance
| |
| :Improve performance of vendor product lookup.
| |
| | |
| ===General===
| |
| | |
| Setup
| |
| :'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
| |
| | |
| System Menu
| |
| :Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
| |
| :'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
| |
| | |
| Windows Client
| |
| :When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
| |
| :If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
| |
| | |
| ===Services===
| |
| | |
| Device Aggregator
| |
| :Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
| |
| | |
| Device Server
| |
| :'''Completed implementation of the HaulHub batch weight notification device.'''
| |
| :Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
| |
| :Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
| |
| :Fix potential thread-safety issues.
| |
| :'''Add default root URL for Keystone Online Contact Notification device.'''
| |
| :All Keystone Online API calls now use "https" prefix by default.
| |
| | |
| Keystone REST Server (KServer)
| |
| :'''Add ability to specify conditions for actions.'''
| |
| :'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
| |
| :'''Add "logquerystats" config file parameter.'''
| |
| :Stonemont QC API: Apply field truncations when posting data to avoid errors.
| |
| :Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
| |
| :Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
| |
| :'''Windows Client Quote API: New API added.'''
| |
| | |
| ----
| |
|
| |
|
| [[Release Notes for Keystone 4.2.x]] | | [[Release Notes for Keystone 4.2.x]] |