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 4.6.5 - 6/26/2024==
==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.


===Dispatch Module===


Order Maintenance
====Print Invoices====
:Fix error "No products entered for order - order not accepted" if you pressed F2 on the first detail line before tabbing off the line (introduced in 4.6.3.5.)


Schedule
====Re-Print Invoices====
:Fix error "Cannot perform this operation on an open dataset" after shipping a load but aborting before the ticket prints.
:Fix incorrect values for order quantity totals when loads are completely shipped.
:'''Add optional schedule grid fields: Qty Ord (Total), Qty Shpd (Total), Qty Rem (Total).'''
:When an order is split between multiple plants, always display the Qty Ord, Qty Shpd and Qty Rem columns as ##/##, whether the second number is zero or not.


===Ticketing 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.


Order Maintenance
:Fix error "No products entered for order - order not accepted" if you pressed F2 on the first detail line before tabbing off the line (introduced in 4.6.3.5.)


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


Customer Sales by Job Report<BR>
====Vendors Maintenance====
Customer Sales by Product Report<BR>
Product Sales by Customer Report
:Fix MTD columns always showing as zero (introduced in 4.6.3.6.)


Product Sales Report
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
:Fix exception "Column unknown SS.PRODUCT_CLASS" when selecting by product class (introduced in 4.6.3.6.)


===Payroll Module===


Tax Library
===General===
:'''Updated to version 2024-R7a (GA, ID, OH, UT states.)'''


==Build 4.6.4 - 6/14/2024==
====Reports====


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


Order Maintenance
:Fix issue where plant drop-down site distances would not update when moving between orders.
:Fixed some loopholes that would allow an order with no products to be saved in some cases.
:'''Display a checkbox for the "Custom 1" field on the Advanced Copy dialog if that field is configured.'''
:'''Allow grid column sorting on the History tab and remember the settings.'''


Schedule
====Windows Client====
:'''Add "split order" indicator in bottom-right corner of "Order" schedule grid cell.'''
:'''When displaying a split order, the three Qty columns will now display as ##.##/##.## indicating first the quantity for this plant and second the quantity for the entire order.'''


Ticket Printing
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
:Fix the following ticket fields for changes made in 4.6.1.1 to the sequence of committing the ticket to the database prior to printing: CALC_TICKETSTODAY, CALC_TICKETSTODATE and CALC_QTYTODAY.


===Ticketing Module===


Order Maintenance
===Services===
:Fix issue where plant drop-down site distances would not update when moving between orders.
:Fixed some loopholes that would allow an order with no products to be saved in some cases.


Ticket Printing
====Application Server====
:Fix the following ticket fields for changes made in 4.6.1.1 to the sequence of committing the ticket to the database prior to printing: CALC_TICKETSTODAY, CALC_TICKETSTODATE and CALC_QTYTODAY.


===Accounts Receivable Module===
:Fix zero cost issues with inventory reconciliation.


Comparative Customer Sales Report<BR>
Customer Sales by Job Report<BR>
Customer Sales by Product Report<BR>
Customer Sales Report<BR>
Product Sales by Customer Report<BR>
Product Sales Report<BR>
Summary Sales Report
:Significant performance improvement when Customer/Product selection is specified.


Customer Price Maintenance<BR>
====KServer Keystone Online Dashboard API====
Group Price Maintenance
:Fix issue where the products were in random sequence after changes were made and the OK button was clicked.


Job Price Maintenance
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
:Fix "Qty Open" column on products grid to ignore void tickets.
:Fix issue where plant drop-down site distances would not update when moving between orders.


Print Invoices<BR>
==Release 5.2.0.0 - 12/4/2025==
Re-Print Invoices
:Fix flip-flop behavior when the division invoice form for the first invoice to be previewed/printed is inactive. (Previously on the first preview/print you would get the error "Form is not active". On the second preview/print you would not get an error but invoices for the inactive division form would not print.)


Product Maintenance
===New Feature===
:Eliminate "stuttering" after each keypress when typing in a Product Id or using the F4 search on Product Id (delay updating the dropdown list for approximately 1/3 second.)
:Fix exception "EDatabaseError: cdsMaster Dataset not in insert or edit mode" after copying a product with a plant suffix.


Sales Tax Report
====Credit Card Fees====
:Fix issue when run by Locality where the reported tax amounts would be multiplied by the number of tax locality entries for the locality (introduced in 4.5.6.8.)


===Quote 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.'''


Quote Maintenance
:Fix issue where plant drop-down site distances would not update when moving between orders.


===General===
====Save Form Layouts====


File 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.'''
:After copying an item there is no active control which leads to an "Access Violation" exception when you hit TAB.


Form Reports
:When a standard form exists in Form Maintenance but is marked inactive, fall back to the standard form file instead of displaying an error message that the form is inactive.


===Services===
====Visual Themes====


Keystone REST Server (KServer)
:'''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:'''
:Windows Client A/R Lookup API: Modify endpoints to use database queries instead of local queries against the cache: rdmARProduct/cdsLookupExact, rdmARProduct/cdsLookupSubset, rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
:Windows Client Ticketing API: Modify query in "rdmTIOrder/cdsTruckOrderList" endpoint to ignore void tickets.
:'''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.)'''


==Build 4.6.3 - 6/6/2024==


===Dispatch Module===
===Dispatch Module===


Order Maintenance
====Order List====
:'''Add field change events for Order Color, Comment 1 & 2, Notes 1 & 2.'''
 
: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.'''


Schedule
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
:'''Immediately refresh the schedule when any networked user makes a change that affects the schedule (contact support if you need this feature.)'''


Ticket Printing
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.1.4.)
:'''Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)'''


===Ticketing Module===
===Ticketing Module===


Order Stack
====Order List====
:'''Immediately refresh the order stack when any networked user makes a change that affects the order stack (contact support if you need this feature.)'''
 
:Remove blank Report Sequence option.


Ticket Printing
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.1.4.)
:'''Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)'''


===Accounts Receivable Module===
===Accounts Receivable Module===


Cash Posting
====A/R Inquiry====
:Fix SPACE BAR not picking up open credit (introduced in 4.6.1.4.)
 
:'''Add credit card fee/pay class to Payment History grid.'''


Job Price Maintenance
:'''Add ability to rename a Job Id.'''


Plant Maintenance
====Cash Posting Register====
:'''Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)'''
:Always call up the map when the Map button is clicked.
:'''When there are no GPS coordinates specified, use the Address 1 & 2 lines to map the plant location.'''


Product Maintenance
:'''Add "Session No" to selection criteria.'''
:'''Apply per-hundred weight conversion when sending mix design to batch control (contact support if you need this feature.)'''


===General Ledger Module===


Import Payroll Transactions
====Customer Prices Maintenance====
:'''New option added to the G/L Entry/Inquiry menu (not active at this time.)'''


===Services===
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''


Keystone Net Message Service
:'''New service which broadcasts messages across the network.'''


Keystone REST Server (KServer)
====Customer Sales by Job====
:'''Driver API: Modify "notifyorderroute" endpoint to add "TruckesEnroute" list.'''
:Windows Client A/R Lookup API: Modify "rdmARUnitOfMeasure/cdsKey" endpoint: ignore EXPANDED_UMS if it is an empty string.


==Build 4.6.2 - 5/22/2024==
:Fix overlap of long product code and product description.


===Dispatch Module===


Order Maintenance
====Drivers List====
:'''Add "Description 2" to Product Id dropdown list.'''
:'''Add fields to Order Id dropdown list: Qty Ordered, Delivery Time, Order Status.'''
:'''Use Slump from corresponding job product if specified as an override.'''
:Changed "Delete" button to "Cancel Order" button.
:Display a single popup form when cancelling an order, contains warning message and input box for the cancel reason.


Re-Print Tickets
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''


Ticket Inquiry
:'''New option added to the Dispatch Reports/Inquiries menu.'''


Ticket Maintenance
====Email Invoices====
:Only show tickets for dispatch plants.


Ticket Printing
: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.
:Tickets are now stored in the database prior to printing.
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
:'''Use Slump from corresponding job product if specified as an override.'''


===Ticketing Module===


Order Maintenance
====Job Prices Maintenance====
:'''Use Slump from corresponding job product if specified as an override.'''


Re-Print Tickets
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''


Ticket Inquiry
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
:'''New option added to the Ticketing Reports/Inquiries menu.'''


Ticket Maintenance
:Only show tickets for ticketing plants.
:Do not allow tickets to be added.


Ticket Printing
====Pay Class Maintenance====
:Tickets are now stored in the database prior to printing.
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
:'''Use Slump from corresponding job product if specified as an override.'''


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


A/R Inquiry
:'''Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.'''
:'''Invoice Number F4 search will position to the invoice.'''
:'''Indicate Blocked/Bad Debt credit status in large, red font.'''


Cash Posting
====Products Maintenance====
:'''Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.'''
:'''Invoice Number F4 search will position to the invoice.'''
:'''SPACE BAR may now be used to reverse a previously applied payment when a negative check is entered.'''
:'''Indicate Blocked/Bad Debt credit status in large, red font.'''


Cash Posting Register<BR>
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
MTD Cash Posting Register
:'''Add checkbox to include Session Number on the register.'''
:Change "Entry Sequence" to "Session No." in Report Sequence dropdown.
:'''Add session subtotals when using "Session No." report sequence.'''


Customer Maintenance
:'''Add field change event for "Active" field.'''
:'''Add Forms tab to specify quote and/or ticket form specific to the customer.'''


Job Price Maintenance
====Sales Tax Rates Maintenance====
:'''Add "Slump" column to Products grid (overrides default/product slump when product is ordered/ticketed.)'''


Product Maintenance
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
:'''Add field change event for "Active" field.'''
:Do not copy the pending price fields when copying products.


Sales Tax Rate Maintenance
:Widened the G/L Account dropdown on the Tax Locality dialog to show the entire description.


Ticket History Inquiry
====Ticket Maintenance====
:Removed option from the Sales Analysis menu (replaced by Ticket Inquiry below.)


Ticket Inquiry
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
:'''New option added to the Accounts Receivable menu. This option includes plant tickets, office tickets and sales history.'''


Ticket Maintenance
:'''Ask for a Void Reason when using the F3 Void button.'''
:Change default ticket number F4 search range from 30 to 90 days ago.


===Quote Module===


Print Quotes
====Void Invoice====
:'''Use form from customer/prospect if one is specified.'''


Prospect Maintenance
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
:'''Add Forms tab to specify quote form specific to the prospect.'''


Quote Maintenance
:'''When printing/emailing a quote, use form from customer/prospect if one is specified.'''


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


Vendor Maintenance
====Email ACH Stubs====
:'''Add Events tab.'''
:'''Add field change events for: Vend Class, Payment Terms, 1099 Class, COD, Tax Auth, A/P G/L, Cash G/L, Discount G/L, Expense G/L, Tax Id, Active and contact Email.'''


===General===
:'''New option added to the A/P Invoicing/Checks menu.'''
 
 
====Federal & State 1099 Export====
 
:'''Updated for 2025.'''
 
 
====Print 1099 Forms (Month End)====


DataScope<BR>
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
Query Export
:Changed "App" column heading to "Module" and show module description instead of code.
:Widened query list grid.
:Changed "Notes" column heading to "Long Description".


System Map
:Corrected issue with displaying routes/maps using HERE when Keystone is hosted on a cloud-based virtual machine.


===Services===
====Vendors Maintenance====


Application Server
:Fix typecast exception (Null->OleStr) when adding a new vendor.
:Fix error "The company database upgrade failed...Unable to write to C:\Program Files (x86)\...\ccwibsv.ini" when setting up a new system and a database requires a version upgrade.


Keystone REST Server (KServer)
:'''Windows Client A/R API: Add "rdmARAllTickets/cdsMaster" endpoint.'''
:'''Windows Client A/R Lookup API: Add "rdmARAllTickets/cdsKey" and "rdmARAllTickets/cdsTicketSearch" endpoints.'''
:Windows Client A/R Lookup API: Modify "rdmARPlantTicket/cdsKey" and "rdmARPlantTicket/cdsTicketSearch" endpoints to add PLANT_TYPES parameter.
:Windows Client Device API v2: Modify "dispatchevent" endpoint ticket queries to merge plant, office and sales history tables.


==Build 4.6.1 - 5/14/2024==
====Handwritten Check Entry====


===Dispatch Module===
====Invoice Vouchering====


Order Maintenance
====Vendor Classes Maintenance====
:Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.)
:Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.


Reprint Tickets
====Vendors Maintenance====
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.


Schedule
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
:Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.
:Do not include orders (both on the order grid and in the schedule totals) where the order's plant does not allow tickets to be generated.
:Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.
:Fix exception "cdsDIScheduleGrid: Field LD_LOAD_NO not found" when using the "Ship to Same Order" option on the truck popup menu (introduced in 4.6.)


Ticket Printing
:When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
:'''Add ability to configure separate forms/printers by scale device on the Printer Setup dialog.'''
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.


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


Ticket Printing
====Accounts Maintenance====
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.


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


Automatic Product Maintenance
:'''Add "Copy Automatic Product" button to the product edit page.'''
:Fix so Cancel button on the main screen cancels changes.
:Fix so Cancel button when adding a new automatic product cancels the add.


Cash Posting
===System Menu===
:'''Add Contacts tab.'''


Email Statements
====Option Maintenance====
:Fix to properly configure job, plant or division separation.
:Fix to properly update email status when plant or division separation is active.
:Generate unique PDF filename when plant or division separation is active.
:Allow blank Statement Form Id and maintain this setting from run to run.
:When separating by division, properly handle blank for "Only Division" dropdown.


Print Statements
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
:Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form.
:When resetting the form at Preview/Print time, always load the form after changing the form to the division-specific form (introduced in 4.6.)
:Fix aging, discount, finance charge and statement totals when separating by job, plant or division.
:Fix initial form setting at start of report.


Sales Tax Report
:Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.


===Accounts Payable Module===
===General===
 
====Company Database====


Aged Trial Balance Export
:'''Updated to version 26.07.'''
:'''New option added to the A/P Data Exports menu.'''


===General Ledger Module===


Print Financial Statement Format
====Document Database====
:Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.


===Payroll Module===
:'''Updated to version 2.01.'''


Tax Library
:'''Updated to version 2024-R6.'''


===General===
====Keystone Setup====


Company Database
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.


Form Reports
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
:If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.


File Maintenance
:Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)


===Services===
====System Menu====


Keystone REST Server (KServer)
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
:Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
:Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.
:Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.


==Build 4.6 - 5/3/2024==
:'''Add Visual Theme selector icon to the top of the menu.'''


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


Dispatch Split Orders
: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.
:'''When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)'''


Dispatch Orders can no longer be deleted
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''


Re-Send Dispatch Event Notifications
:'''A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.'''


Sending Tickets to Batch Controls
====Windows Client====
:'''A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.'''


===Dispatch Module===
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.


Mix Design Maintenance
:'''Add First/Last page buttons to the Document Viewer.'''
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''


Order Maintenance
:'''Use search button in place of blue background for fields where F4 search is available.'''
:'''Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.'''
:'''Do not allow orders to be deleted.'''
:'''Require reason when the order status is changed to "Cancelled".'''
:'''Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.'''
:'''Add shading to non-editable fields on Loads grid.'''
:'''Add ability to override a load's scheduled plant.'''
:'''Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.'''
:'''Add support for Split Orders (see New Features above.)'''
:'''When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)'''
:'''Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.'''


Order Maintenance<BR>
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
Ticket Maintenance
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''


Order Maintenance<BR>
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
Ticket Printing
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''


Schedule
:'''Add order event for Swap Truck.'''
:'''Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.'''
:'''Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.'''
:'''Add hover hint on truck status to show batch control error message.'''
:'''Set WillCall Release Time field when a W/C order is shipped.'''
:'''Truck grids now sort on plant and truck number by default.'''
:'''Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)'''
:After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.


Schedule<BR>
===Services===
Ticket Maintenance<BR>
Ticket Printing<BR>
Ticket Stack<BR>
Weigh Truck
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''


Ticket Maintenance
====Application Server====
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''


Ticket Maintenance<BR>
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
Ticket Stack
:'''Allow editing of the HOLD field.'''


Ticket Printing
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''


===Ticketing Module===


Order Maintenance<BR>
====Device Server====
Ticket Maintenance
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''


Order Maintenance<BR>
: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.
Ticket Printing
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''


Order Stack
:'''Add order CUSTOM_1 field as an optional grid field.'''


Order Stack<BR>
====KServer Dashboard API====
Ticket Maintenance<BR>
Ticket Printing<BR>
Ticket Stack<BR>
Weigh Truck
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''


Order Stack<BR>
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
Ticket Printing
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''


Ticket Maintenance
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''


Ticket Maintenance<BR>
Ticket Stack
:'''Allow editing of the HOLD field.'''


Ticket Printing
====KServer Dispatch API v2====
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''


===Accounts Receivable Module===
:'''Add "NextToLoad" endpoint.'''


Job Price Maintenance
:Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''


Open Ticket Stack<BR>
====KServer Driver API====
Ticket Maintenance<BR>
Truck Maintenance
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''


Plant Maintenance
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
:'''Add Events tab.'''
:'''Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.'''
:'''Add "Allow Tickets" checkbox.'''
:Require access code to activate an inactive plant.
:Require access code to change Allow Tickets from unchecked to checked.


Print Invoices
:Fix invoice separation by division.


Print Statements
====KServer Keystone Online Back Office API====
:'''Add options to properly separate by job, plant, division.'''
:'''Save the selections in the Division/Plant/Job dropdowns from run to run.'''
:Eliminate Customer/Job report sequence option.


Product Maintenance
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
:'''Add field change events for the Tax Code fields.'''
:'''Auto-fill Base Product and Plant fields when adding a new product.'''
:Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
:Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''


Sales Tax Report
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''


Ticket Maintenance
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''


Truck Maintenance
:'''Add "Description" field.'''


===Accounts Payable Module===
====KServer Keystone Online Customer Portal API====


A/P Inquiry
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''


Print Checks<BR>
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
Re-Print Checks<BR>
Vendor List<BR>
Vendor Maintenance<BR>
Void Checks<BR>
Void Invoices
:'''Add "Country" field.'''


===Payroll Module===


Tax Library
====Keystone REST Server (KServer)====
:'''Updated to version 2024-R5 (VA state.)'''


===General===
:Fix "EFOpenError" exception during Keystone system installation.


Form Maintenance
:'''Modify KPPTranslate action to handle pay class fees.'''
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.


Form Reports
:Do not use forms in the company database that are marked Inactive.
:'''Allow special Unicode characters when printing text on forms.'''


Windows Client
====Keystone Relay====
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
:'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
:File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
:File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.


===Services===
:Fix occasional crashes resulting from NullReferenceException.


Application Server
:Disable KServer access to database being upgraded during upgrade process.


Device Server
====Kserver Datatables API====
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
:Do not truncate any product code fields for batch protocols.
:Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
:'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''


Keystone REST Server (KServer)
:'''Updated AP1099FORMBOX for 2025.'''
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
:Prevent new requests from connecting to database being restored or upgraded.
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
:'''Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.'''
:Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
:Stonemont QC API: Set "decodestrings" option to "html" at the map level.
:'''Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.'''
:'''Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.'''
:'''Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.'''
:'''Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
:Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
:'''Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
:'''Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
:'''Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.'''
:'''Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.'''


----
----
[[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 4.5.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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