New Keystone Releases: Difference between revisions

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>


==Build 4.7.5 - 11/9/2024==
==Release 5.3.0.0 - 6/17/2026==


===Payroll Module===
===Dispatch Module===
 
====Driver Call-In Report====
 
:'''Add "Customer Name" to the report.'''
 
 
====Email Orders====
 
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
 
:'''Add "Cutoff Date" when selecting orders by customer. '''
:'''Show "Delv Date" on the order grid.'''
 
 
====On Hand Inquiry====
 
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
 
 
====Order Maintenance====
 
:Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
 
:Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
 
:'''Add an order event when the "Reprice" function is used.'''
 
:'''Add "Sales Territory" field.'''
 
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
 
 
====Schedule====
 
:'''When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
 
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
 
:'''The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.'''
 
:'''Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.'''
 
:Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
 
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
 
:'''Add "Customer Rating" as optional field on the schedule grid.'''
 
 
====Ticket Printing====


Tax Library
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''


==Build 4.7.4 - 11/1/2024==
:'''Add (optional) display of Standard Cost in the Products grid.'''


===Dispatch Module===
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
 
:'''Add "Sales Territory" field.'''
 
 
====Truck Demand Graph====
 
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
 
 
====Order Maintenance====


Mix Design Maintenance
====Ticket Printing====
:Filter product lookup to include only Mix type products.


Order Maintenance
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:Prevent new orders from being added for inactive customers.
:'''Highlight loads for a future date with a yellow background.'''
:'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.'''
:Update the load override time when recalculating loads if necessary.


Schedule
:'''Add "Bill As Plant" field.'''
:Move "View Order" button to bottom-most position on the Order popup dialog.


Ticket Maintenance<BR>
Ticket Printing
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


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


Order Maintenance
====On Hand Inquiry====
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
:Prevent new orders from being added for inactive customers.
 
 
====Order Maintenance====
 
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
 
 
====Order Stack====
 
:'''When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
 
:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
 
 
====Ticket Printing====
 
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
 
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
 
:'''Add (optional) display of Standard Cost in the Products grid.'''


Ticket Maintenance<BR>
Ticket Printing
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


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


Customer Maintenance
====A/R Inquiry====
:'''Add "Web Orders" checkbox to Contacts grid.'''


Import Tickets
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.


Job Price Maintenance
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.


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


Print Invoices<BR>
====Aged Trial Balance====
Re-Print Invoices
:'''Add ability to print Order Contact and Phone Number on invoice.'''


Ticket Maintenance
:'''Add "Credit Manager" selection.'''
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
:'''Require a Void Reason when a ticket is voided.'''


===Quote Module===


Print Quotes
====Customer Prices List====
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''


===Accounts Payable Module===
:'''Add "Exp Date" field to report.'''


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


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


===General Ledger Module===
:'''Add "Exp Date" field to price grid.'''


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


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


===Payroll Module===
:'''Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)'''


Tax Library
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
:'''Updated to version 2024-R11a.'''


Timecard Maintenance
:'''Add "Credit Manager" field.'''
:Fix EAccessViolation exception when deleting a paycheck.


===General===
:'''Add Email To Job option to Contacts grid.'''


DataScope<BR>
:'''Add field change events for the customer address fields.'''
Query Export
:Take user roles into account when filtering the query list by module.


System Option Maintenance
:'''Add function button to switch to A/R Inquiry for the current customer.'''
:'''Add "Import Payroll Options" section to G/L options.'''


===Services===


Application Server
====Divisions Maintenance====
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.


Device Server
:'''Add Company Info tab to support A/P 1099 by division.'''
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''


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


==Build 4.7.3 - 10/17/2024==
====Drivers Maintenance====


===Payroll Module===
:'''Add "Start Date" field.'''


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


===General===
====Email Invoices====


System Map
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
:Fix issue where an empty white screen appears when viewing the map.


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


==Build 4.7.2 - 10/11/2024==
====Invoiced Tickets List (Month End)====


===Dispatch Module===
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''


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


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


Ticket Printing
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.


===Ticketing Module===
:'''Add "Description" column to the Auto Products grid.'''


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


Order Stack
:'''Add field change event for the C.O.D. field.'''
:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.


===Accounts Receivable Module===


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


Customer Maintenance
:'''Add "Bill As Plant" as an optional grid field.'''
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.


Import Tickets
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.


Prepare Remote Ticketing Data
:'''Add client-side log messages.'''


Print Invoices
====Print Invoices====
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)


Sales Tax Report
:'''Add "Posted" indication in session log when invoices are posted.'''
:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.


===Quote Module===
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''


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


===Accounts Payable Module===
====Sales Territories List====


Vendor Maintenance
:'''New option added to the A/R File List menu.'''
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''


===General Ledger Module===


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


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


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


===General===
====Salespeople Maintenance====


Company Database
:'''Add sales territory grid.'''
:Updated to version 25.02.


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


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


===Services===
:The Ticket Number will now properly show all 7 digits on the report.


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


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


==Build 4.7.1 - 9/13/2024==
====Cash Posting====


===Dispatch Module===
:'''Add "Unit Disc" field to Ticket History grid.'''


Order Maintenance
:Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)


===Accounts Receivable Module===
====A/R Inquiry====


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


Customer Maintenance
====Job Prices Maintenance====
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''


Re-Print Tickets
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)


===General===


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


Reports
====Cash Posting Register (Month End)====
:Some reports were not respecting the default font/bold printer options.


===Services===
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.


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


==Build 4.7 - 8/30/2024==
====Comparative Customer Sales====


===Dispatch Module===
====Customer Sales History====


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


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


Print Orders
====Daily Plant Sales====
:'''Add handling for "mix multiplier" auto qty products.'''


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


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


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


Ticket Printing
====Summary Sales====
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)


Truck Demand Graph
:'''Add "Sales Territory" selection.'''
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.


===Ticketing Module===


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


Order Stack
====Driver Report (Month End)====
:'''Add "Qty Ord" as an optional grid field.'''


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


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


Ticket Printing
====Print Invoices====
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)


===Accounts Receivable Module===
====Re-Print Invoices====


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


Comparative Customer Sales Report
:'''Add product class selection.'''


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


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


Edit Ticket Times
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
:'''Display associated status reason description as a hint for all of the eight ticket times.'''


Import Tickets
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
:Handle exceptions when calculating sales tax during ticket import.


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


Print Invoices
:'''Add "Default Tkt/Ord Products" system option.'''
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''


Print Statements
:'''Add "Sales Territory" field.'''
:'''Add Order Id and the four Ship To fields as available fields on the form.'''


Product Maintenance
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
:Significant performance improvement when renaming a product.
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.


Product Sales by Customer Report<BR>
Product Sales Report
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''


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


Sales Tax Rate Maintenance
====Quote Maintenance====
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''


Ticket Inquiry
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''


Ticket Maintenance
:'''Use job/customer specific ticket form when printing ticket if specified.'''


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


Import Invoices
====Email ACH Stubs====
:Set the payment method for imported invoices from the vendor.
 
:The Status column in the grid will now always show the most recent email status.
 
 
====Select Invoices for Payment====
 
:The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
 
:'''On the Pay Invoice dialog you can now change the payment method.'''
 
 
====Vendors Maintenance====
 
:'''Add "Division" field to the 1099 Amounts grid.'''
 
 
====A/P ACH Export====
 
====Re-Export A/P ACH====
 
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
 
 
====1099 Audit List (Month End)====
 
====Federal & State 1099 Export====


Re-Print ACH Stubs<BR>
Re-Print Checks
:'''Add Division selection.'''
:'''Add Division selection.'''


Vendor Maintenance
 
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
====Handwritten Check Entry====
 
====Invoice Vouchering====
 
:Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)
 
 
====Print Checks====
 
====Re-Print Checks====
 
:Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".
 
 
===Purchase Order Module===
 
====Purchase Orders List====
 
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
 


===Cash Management Module===
===Cash Management Module===


Statement Reconciliation
====Statement Reconciliation====
:Properly separate Check No and Check Amount columns based on check key.
 
:Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
:Record the last change date/time and user when generating combined deposits.
 
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
 
 
===General===


===Payroll Module===
====Company Database====
 
:'''Updated to version 28.02.'''
 
 
====System Menu====
 
:'''Delete user-related role assignments and security options when a user is deleted.'''
 
 
====Windows Client====
 
:'''Add events for item rename/merge.'''
 
:'''Add (optional) ability to Delete a document previously uploaded.'''


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


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


Application Server
====Application Server====
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
 
:Setup relay server connection info only for the main Keystone server.
 
 
====Device Server====
 
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
 
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
 
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
 
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
 
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
 
:'''Add "Keystone Online" batch weight notification device.'''


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


Device Server
====KServer External AICrete API v2====
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.


Keystone REST Server (KServer)
:'''New API for AICrete which requires authorization header.'''
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
 
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
 
:'''External AICrete API: New API for interfacing with AICrete.'''
====KServer External SalesInsight API v2====
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
 
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
:'''New API for SalesInsight.'''
:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
 
:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
 
:Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
====KServer Keystone Online Customer Portal API====
:Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
 
:Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
 
 
====KServer Keystone Online Dashboard API====
 
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
 
 
====KServer Keystone Online E-Ticketing API====
 
:'''Add "StartDate" field to "driverlist" endpoint.'''
 
 
====KServer Windows Client A/R API====
 
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
 
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
 
 
====KServer Windows Client Device API v2====
 
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
 
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''


===General===


Setup
====Keystone REST Server (KServer)====
:'''Now supports installing on Windows 11 for ARM (experimental.)'''


System Option Maintenance
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
:'''Add search window to help locate system options.'''


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[[Release Notes for Keystone 5.2.x]]
[[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 4.6.x]]

Latest revision as of 18:51, 17 June 2026


NOTE: Items in bold type are NEW features.

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
Add "Cutoff Date" when selecting orders by customer.
Show "Delv Date" on the order grid.


On Hand Inquiry

New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.


Order Maintenance

Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
Add an order event when the "Reprice" function is used.
Add "Sales Territory" field.
Add Email To Job and SMS To Job options to Contacts grid.


Schedule

When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.
The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.
Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.
Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
Add "Customer Rating" as optional field on the schedule grid.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Add (optional) display of Standard Cost in the Products grid.
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add "Sales Territory" field.


Truck Demand Graph

Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.


Order Maintenance

Ticket Printing

Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).
Add "Bill As Plant" field.


Ticketing Module

On Hand Inquiry

Now works on Product Base so you can view the On Hand quantity for all plants at once.


Order Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Order Stack

When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Increase the font size within the Delivery Instructions floating box to improve readability.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add (optional) display of Standard Cost in the Products grid.


Accounts Receivable Module

A/R Inquiry

Add "Fee Chg G/L" field to the Posting History grid.
Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)
Add "SMS To Job" checkbox column to Contacts grid.
Add "Credit Manager" field.
Add Email To Job option to Contacts grid.
Add field change events for the customer address fields.
Add function button to switch to A/R Inquiry for the current customer.


Divisions Maintenance

Add Company Info tab to support A/P 1099 by division.


Drivers Maintenance

Add "Start Date" field.


Email Invoices

The "Email BCC" field on the Setup tab will now be remembered from run to run.


Invoiced Tickets List (Month End)

Add Invoice Number to the report and allow sequence/selection on Invoice Number.


Job Prices Maintenance

When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add "Description" column to the Auto Products grid.
Add "Sales Territory" field.
Add field change event for the C.O.D. field.


Open Ticket Stack

Add "Bill As Plant" as an optional grid field.
Add Void Reason as a mouse-over hint on the Ticket No. column.


Print Invoices

Add "Posted" indication in session log when invoices are posted.
When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.


Sales Territories List

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


Sales Territories Maintenance

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


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

The Ticket Number will now properly show all 7 digits on the report.


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Cash Posting Register

Cash Posting Register (Month End)

The Bank Deposit now correctly reflects the Credit Card Fee charge amount.


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

When printing the product summary, list the mix product first.


Quote Module

Quote Maintenance

When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)
Add "margin warning" to Cost Estimator.
Add "Default Tkt/Ord Products" system option.
Add "Sales Territory" field.
Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.


Prospect Maintenance

Quote Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Accounts Payable Module

Email ACH Stubs

The Status column in the grid will now always show the most recent email status.


Select Invoices for Payment

The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
On the Pay Invoice dialog you can now change the payment method.


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)


Print Checks

Re-Print Checks

Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".


Purchase Order Module

Purchase Orders List

Fix issue where purchase order total would double when there was a comment line on the purchase order.


Cash Management Module

Statement Reconciliation

Add "Fee Chg" field to the A/R Posting History grid.
Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.


General

Company Database

Updated to version 28.02.


System Menu

Delete user-related role assignments and security options when a user is deleted.


Windows Client

Add events for item rename/merge.
Add (optional) ability to Delete a document previously uploaded.


Services

Application Server

Setup relay server connection info only for the main Keystone server.


Device Server

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.
Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.
Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.
Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.
Add "Keystone Online" batch weight notification device.


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.


KServer Keystone Online Dashboard API

Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.
Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.


KServer Windows Client Device API v2

Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.


Keystone REST Server (KServer)

Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.

Release Notes for Keystone 5.2.x

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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