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 4.6.1 - 5/14/2024==
==Release 5.2.5.0 - 2/1/2026==


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


Order Maintenance
====Order 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
:Fix UI Issue: the "Amt Reqd" field label should be highlighted in RED (introduced in 5.1.0.23.)
: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
: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
====End Of Day====
: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.'''
====Load Schedule Report====
: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.
====Order List====
 
:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
 
 
===Accounts Receivable Module===
 
====Cash Posting====
 
:Fix UI issue where the Credit Status field did not display in the correct text color with certain visual themes.
 
 
====Email Invoices====
 
:Fix long delay when starting the option and loading the list of invoices to be emailed (introduced in 5.0.99.6.)
 
 
====Import Tickets====
 
====Invoice Register====
 
====Invoice Register (Month End)====
 
====Invoiced Tickets List (Month End)====
 
====Pre-Billing Audit List====
 
====Ticket Activity Report====
 
:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
 
 
===General===
 
====Windows Client====
 
:Fix UI issue: the text color for disabled edit fields is hard to read (introduced in 5.1.0.23.)
 
 
===Services===
 
====Keystone REST Server (KServer)====
 
:Fix issue when creating server threads where only one thread was created to service requests.
 


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


Ticket Printing
====End Of Day====
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
 
====Order List====
 
:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
 
 
===Accounts Payable Module===
 
====Print Checks====
 
====Re-Print Checks====
 
:Fix issue where the calculated field CALC_WRITTENAMT no longer worked as previously (introduced in 5.2.3.2.)
 
==Release 5.2.4.0 - 1/25/2026==
 
===Dispatch Module===
 
====Email Orders====
 
:'''Add ability to select a single customer.'''
:'''Add Job Id as a grid field that can be filtered.'''
 


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


Automatic Product Maintenance
====Drivers 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
:Fix issue where spaces/blanks in the GPS Driver No field would incorrectly cause the duplicate GPS Driver No warning message on startup.
:'''Add Contacts tab.'''


Email Statements
: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
====Job Prices Maintenance====
: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.)
:'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.'''
:Fix aging, discount, finance charge and statement totals when separating by job, plant or division.
:'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".'''
:Fix initial form setting at start of report.
 
 
====Products Maintenance====
 
:'''Add "Job Mix Id" and "Job Mix Year" fields to the grid on the DOT tab, which is now visible.'''
 
 
====Trucks Maintenance====
 
:Fix issue where spaces/blanks in the GPS Unit Id field would incorrectly cause the duplicate GPS Unit Id warning message on startup.
 
 
===Quote Module===
 
====Quote Maintenance====
 
:'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.'''
:'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".'''


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


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


Aged Trial Balance Export
====1099 Audit List (Month End)====
:'''New option added to the A/P Data Exports menu.'''
 
:Fix exception "EOleException: Column unknown VE.TRX_PAYMENTS" when running in Transactions mode.


===General Ledger Module===


Print Financial Statement Format
====Invoice Vouchering====
:Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
 
:'''The layout of the Expense Distributions grid will now be remembered from run to run.'''
 
 
====Print Checks====
 
====Re-Print Checks====
 
:'''Add ability to print the check amount in words without adding the "dollars" text at the end.'''
 
 
===General===
 
====Company Database====
 
:Fix exception "EOleException: attempted update of read-only column" when updating A/R Invoices with at least one void invoice.
 
 
===Services===
 
====KServer Driver API====
 
:'''Add Notes 1 & 2 ticket fields to the "truckticketinfo" endpoint.'''
 
 
====KServer Keystone Online Customer Portal API====
 
:'''Modify CustomerInvoices endpoint to calculate fee surcharge based on invoice balance before tax.'''
 
:'''Modify HPPInvoice endpoint to calculate fee surcharge based on invoice balance before tax.'''
 


===Payroll Module===
===Payroll Module===


Tax Library
====Company Totals====
:'''Updated to version 2024-R6.'''
 
:Restore ability to run historical payroll reports (introduced in 5.2.0.)
 
==Release 5.2.3.0 - ==
 
===Dispatch Module===
 
====Order Maintenance====
 
:'''When adding a new order, display "<Required>" in the P.O. Number field if it is required.'''
 
 
====Ticket Printing====
 
:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
 
 
===Accounts Receivable Module===
 
====Pay Class Maintenance====
 
:Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
 
:Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)
 
 
====Ticket Maintenance====
 
:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
 
 
===General===
 
====System Menu====
 
:Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.
 
 
====Windows Client====
 
:'''Improve unit cost rounding on various reports.'''
 
 
===Services===
 
====Application Server====
 
:Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
 
:Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)
 
 
====Application Server====
 
====Device Aggregator====
 
====Device Server====
 
:'''Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.'''
 
 
===Ticketing Module===
 
====Order Maintenance====
 
====Ticket Printing====
 
:'''When adding a new item, display "<Required>" in the P.O. Number field if it is required.'''
 
 
===Utilities===
 
====DataScope====
 
====Query Export====
 
:'''Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.'''
 
==Release 5.2.2.0 - 12/19/2025==
 
===Accounts Receivable Module===
 
====Job Prices Maintenance====
 
:Do not display customer warning that is set to trigger in Order Maintenance.
 
 
===Purchase Order Module===
 
====P.O. Receipt Entry====
 
:Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.
 
 
===General===
 
====Company Database====
 
:Updated to version 27.02.
 
 
====Reports====
 
:Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)
 
 
====Windows Client====
 
:'''Improve precision of Unit Cost fields.'''
 
 
===Services===
 
====Application Server====
 
:'''Improve precision of cost calculations when reconciling inventory.'''
 
 
====Device Aggregator====
 
====Device Server====
 
:'''Increase precision of Specific Gravity field.'''
 
==Release 5.2.1.0 - 12/10/2025==
 
===Accounts Receivable Module===
 
====Customer Prices Maintenance====
 
:Fix issue where customer price records could not be deleted (introduced in 5.2.)
 
 
====Re-Print Tickets====
 
:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
 
 
====Print Invoices====
 
====Re-Print Invoices====
 
:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
 
 
===Accounts Payable Module===
 
====Vendors Maintenance====
 
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
 


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


Company Database
====Reports====
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.
 
:'''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.'''
 


Form Reports
====Windows Client====
:If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.
 
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.


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


===Services===
===Services===


Keystone REST Server (KServer)
====Application Server====
: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==
:Fix zero cost issues with inventory reconciliation.


===New Features===


Dispatch Split Orders
====KServer Keystone Online Dashboard API====
:'''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
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
:'''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
==Release 5.2.0.0 - 12/4/2025==
:'''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.'''
 
===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.)'''


Sending Tickets to Batch Controls
:'''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===
===Dispatch Module===


Mix Design Maintenance
====Order List====
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
 
:Remove blank Report Sequence option.
 


Order Maintenance
====Order Maintenance====
:'''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>
:Remove the MAP button next to the Delivery Instructions fields.
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 a warning message when changing Job Id for an existing order.'''
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 visual indicator when Slump is changed due to a product change on the order.'''
:'''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>
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
====Schedule====
:'''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>
:'''Add "Base Mix" as an optional schedule grid field.'''
Ticket Stack
 
:'''Allow editing of the HOLD 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.)


Ticket Printing
:'''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===
===Ticketing Module===


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


Order Maintenance<BR>
===Accounts Receivable Module===
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
====A/R Inquiry====
:'''Add order CUSTOM_1 field as an optional grid field.'''


Order Stack<BR>
:'''Add credit card fee/pay class to Payment History grid.'''
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>
Ticket Printing
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''


Ticket Maintenance
====Cash Posting Register====
:'''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>
:'''Add "Session No" to selection criteria.'''
Ticket Stack
:'''Allow editing of the HOLD field.'''


Ticket Printing
:'''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===
====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====


Job Price Maintenance
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
: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>
Ticket Maintenance<BR>
Truck Maintenance
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''


Plant Maintenance
====Ticket Maintenance====
:'''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
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
:Fix invoice separation by division.


Print Statements
:'''Ask for a Void Reason when using the F3 Void button.'''
:'''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
:'''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
====Void Invoice====
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''


Ticket Maintenance
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
:'''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===
===Accounts Payable Module===


A/P Inquiry
====Email ACH Stubs====
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''


Print Checks<BR>
:'''New option added to the A/P Invoicing/Checks menu.'''
Re-Print Checks<BR>
Vendor List<BR>
Vendor Maintenance<BR>
Void Checks<BR>
Void Invoices
:'''Add "Country" field.'''


===Payroll Module===


Tax Library
====Federal & State 1099 Export====
:'''Updated to version 2024-R5 (VA state.)'''
 
:'''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===
===General===


Form Maintenance
====Company Database====
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
 
:'''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.


Form Reports
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
:Do not use forms in the company database that are marked Inactive.
:'''Allow special Unicode characters when printing text on forms.'''


Windows Client
: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===
===Services===


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


Device Server
:'''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)
====KServer Dashboard API====
: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.
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
 
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
: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.
====KServer Dispatch API v2====
: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.'''
:'''Add "NextToLoad" endpoint.'''
:'''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.'''
====KServer Driver API====
: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.'''
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
:'''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.'''
====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 4.5.x]]

Latest revision as of 00:42, 2 February 2026


NOTE: Items in bold type are NEW features.

Release 5.2.5.0 - 2/1/2026

Dispatch Module

Order Maintenance

Fix UI Issue: the "Amt Reqd" field label should be highlighted in RED (introduced in 5.1.0.23.)


End Of Day

Load Schedule Report

Order List

On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.


Accounts Receivable Module

Cash Posting

Fix UI issue where the Credit Status field did not display in the correct text color with certain visual themes.


Email Invoices

Fix long delay when starting the option and loading the list of invoices to be emailed (introduced in 5.0.99.6.)


Import Tickets

Invoice Register

Invoice Register (Month End)

Invoiced Tickets List (Month End)

Pre-Billing Audit List

Ticket Activity Report

On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.


General

Windows Client

Fix UI issue: the text color for disabled edit fields is hard to read (introduced in 5.1.0.23.)


Services

Keystone REST Server (KServer)

Fix issue when creating server threads where only one thread was created to service requests.


Ticketing Module

End Of Day

Order List

On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.


Accounts Payable Module

Print Checks

Re-Print Checks

Fix issue where the calculated field CALC_WRITTENAMT no longer worked as previously (introduced in 5.2.3.2.)

Release 5.2.4.0 - 1/25/2026

Dispatch Module

Email Orders

Add ability to select a single customer.
Add Job Id as a grid field that can be filtered.


Accounts Receivable Module

Drivers Maintenance

Fix issue where spaces/blanks in the GPS Driver No field would incorrectly cause the duplicate GPS Driver No warning message on startup.


Job Prices Maintenance

Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.
Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".


Products Maintenance

Add "Job Mix Id" and "Job Mix Year" fields to the grid on the DOT tab, which is now visible.


Trucks Maintenance

Fix issue where spaces/blanks in the GPS Unit Id field would incorrectly cause the duplicate GPS Unit Id warning message on startup.


Quote Module

Quote Maintenance

Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.
Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".


Accounts Payable Module

1099 Audit List (Month End)

Fix exception "EOleException: Column unknown VE.TRX_PAYMENTS" when running in Transactions mode.


Invoice Vouchering

The layout of the Expense Distributions grid will now be remembered from run to run.


Print Checks

Re-Print Checks

Add ability to print the check amount in words without adding the "dollars" text at the end.


General

Company Database

Fix exception "EOleException: attempted update of read-only column" when updating A/R Invoices with at least one void invoice.


Services

KServer Driver API

Add Notes 1 & 2 ticket fields to the "truckticketinfo" endpoint.


KServer Keystone Online Customer Portal API

Modify CustomerInvoices endpoint to calculate fee surcharge based on invoice balance before tax.
Modify HPPInvoice endpoint to calculate fee surcharge based on invoice balance before tax.


Payroll Module

Company Totals

Restore ability to run historical payroll reports (introduced in 5.2.0.)

Release 5.2.3.0 -

Dispatch Module

Order Maintenance

When adding a new order, display "<Required>" in the P.O. Number field if it is required.


Ticket Printing

When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.


Accounts Receivable Module

Pay Class Maintenance

Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)


Ticket Maintenance

When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.


General

System Menu

Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.


Windows Client

Improve unit cost rounding on various reports.


Services

Application Server

Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)


Application Server

Device Aggregator

Device Server

Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.


Ticketing Module

Order Maintenance

Ticket Printing

When adding a new item, display "<Required>" in the P.O. Number field if it is required.


Utilities

DataScope

Query Export

Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.

Release 5.2.2.0 - 12/19/2025

Accounts Receivable Module

Job Prices Maintenance

Do not display customer warning that is set to trigger in Order Maintenance.


Purchase Order Module

P.O. Receipt Entry

Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.


General

Company Database

Updated to version 27.02.


Reports

Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)


Windows Client

Improve precision of Unit Cost fields.


Services

Application Server

Improve precision of cost calculations when reconciling inventory.


Device Aggregator

Device Server

Increase precision of Specific Gravity field.

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

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


Re-Print Tickets

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


Print Invoices

Re-Print Invoices

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


Accounts Payable Module

Vendors Maintenance

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


General

Reports

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


Windows Client

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


Services

Application Server

Fix zero cost issues with inventory reconciliation.


KServer Keystone Online Dashboard API

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

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

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


Save Form Layouts

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


Visual Themes

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


Dispatch Module

Order List

Remove blank Report Sequence option.


Order Maintenance

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


Schedule

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


Ticketing Module

Order List

Remove blank Report Sequence option.


Accounts Receivable Module

A/R Inquiry

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


Cash Posting Register

Add "Session No" to selection criteria.


Customer Prices Maintenance

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


Customer Sales by Job

Fix overlap of long product code and product description.


Drivers List

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


Email Invoices

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


Job Prices Maintenance

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


Pay Class Maintenance

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


Products Maintenance

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


Sales Tax Rates Maintenance

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


Ticket Maintenance

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


Void Invoice

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


Accounts Payable Module

Email ACH Stubs

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


Federal & State 1099 Export

Updated for 2025.


Print 1099 Forms (Month End)

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


Vendors Maintenance

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


Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

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


General Ledger Module

Accounts Maintenance

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


System Menu

Option Maintenance

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


General

Company Database

Updated to version 26.07.


Document Database

Updated to version 2.01.


Keystone Setup

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


System Menu

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


Windows Client

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


Services

Application Server

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


Device Server

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


KServer Dashboard API

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


KServer Dispatch API v2

Add "NextToLoad" endpoint.


KServer Driver API

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


KServer Keystone Online Back Office API

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


KServer Keystone Online Customer Portal API

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


Keystone REST Server (KServer)

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


Keystone Relay

Fix occasional crashes resulting from NullReferenceException.


Kserver Datatables API

Updated AP1099FORMBOX for 2025.

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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