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 4.4.2 - 11/28/2023==
==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.'''


===Services===


Keystone REST Server (KServer)
====Order Maintenance====
:Windows Client Device API v2: Modify "VehicleStatusUpdate" query in "dispatchevent" endpoint to use projected load LOAD_NO field as the value of the LoadNumber field.


==Build 4.4.1 - 11/10/2023==
: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.


===Dispatch Module===
: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.


Mix Design Maintenance
:'''Add an order event when the "Reprice" function is used.'''
:Fix product search issues in mix design.


Schedule
:'''Add "Sales Territory" field.'''
:Fix exception "cdsKey: Cannot perform this operation on a closed dataset" when using the "Quick Ticket" option.


===Accounts Receivable Module===
:'''Add Email To Job and SMS To Job options to Contacts grid.'''


Product Maintenance
:Fix product search issues in mix design.


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


Enter A/P Balances<BR>
:'''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.'''
Handwritten Check Entry<BR>
Invoice Vouchering
:Fix foreign key exception when J/C U/M is entered on the distribution screen and then blanked out.


Print Checks
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
:When errors occur during preview/print the "First Check No." will now be reset properly.


===Payroll Module===
:'''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.'''


Tax Library
:'''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.'''
:'''Updated to version 2023-R12 (2024 Federal Social Security wage base.)'''


===General===
: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.


Form Reports
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
:When emailing a form using the Email button, do not display the second email dialog.


===Services===
:'''Add "Customer Rating" as optional field on the schedule grid.'''


Device Server
:Fix HaulHub Dispatch Event notification device to support all states listed in the 4.4 release notes.


==Build 4.4 - 10/13/2023==
====Ticket Printing====


===New Features===
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''


System-wide Events
:'''Add (optional) display of Standard Cost in the Products grid.'''
:'''Events have now been added to many entities and across several Keystone modules. There are a few "standard" events which are recorded (when a new entity is added, and when a detail item is added/changed/deleted where applicable.) Please see individual options below for further details. '''


Online Payments
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
:'''Keystone now has the ability to print a QR code and/or a clickable link (PDF) on A/R invoices. When your customer scans the QR code or clicks the link, they have the ability to pay the invoice using a credit card. (Requires CardConnect signup and other configuration. Please contact GivenHansco Support for more information.)'''


DOT E-Tickets
:'''Add "Sales Territory" field.'''
:'''The following states are now supported for sending tickets to DOT agencies via HaulHub: AL, CA, DE, IA, IL, IN, KS, LA, MA, MD, ME, ND, NE, OH, OK, PA, RI, VA, VT, WA, WV. (It is your responsibility to understand which DOT fields your particular state requires.)'''


===Dispatch Module===


Cash Payment Entry
====Truck Demand Graph====
:'''Add order event when a payment is posted.'''


Driver Hours Report
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
:'''Add "Sequence Code" report sequence option.'''


Event Type Maintenance
:Option removed from Dispatch File Maintenance menu.


Order Audit Trail
====Order Maintenance====
:Adjustments made for new events and event types.


Order Maintenance
====Ticket Printing====
:Fix issue where plant default tax authority not set properly when adding a new order.
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
:Fix substantial delay (5-10 seconds) when using the F7 key to switch between the header and product area.
:'''Add "User Id" column to the ticket history grid.'''
:'''Add the Void Reason as a hover hint message for void tickets on the ticket history grid.'''
:'''Add "mins/yd" text next to Pour Rate field to make it clear what the data in this field should be.'''
:Allow deleting orders that have events.
:'''Change events are recorded for the following order level fields: Order Status, Delv Date and Time, Spacing, Truck Type, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Plant Mix, Lot, Block, Delivery Inst, Ship To, Cement, % Calcium, % Air, % Hot Water, % Super P, CC Auth Pending, Auth Amt, Ovr Amt, Pour Rate.'''
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc, Load Size.'''
:'''Change events are recorded for the following load level fields: Ovr Time, Ovr Load Size.'''
:'''Change events are recorded for the following contact level fields: Email.'''


Print Orders
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''


Schedule
:'''Add "Bill As Plant" field.'''
:'''Add "Void Ticket" button to start the option directly from the schedule.'''


Ticket Printing
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
:Keep ticket voided during ticket commit tied to the order so that it will appear on the History tab in Order Maintenance.


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


Order Maintenance
====On Hand Inquiry====
:'''Add Events tab.'''
 
:'''Use zone from plant default zone when creating new order or when plant is changed.'''
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
:'''Set "Priced" field from plant "Force Print Prices" when creating new order or when plant is changed.'''
 
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
 
:Allow deleting orders that have events.
====Order Maintenance====
:'''Change events are recorded for the following order level fields: Delv Date and Time, Spacing, Zone, Slump, Job Id, W/C, Salesperson, Plant Id, P.O., Tax Auth, Lot, Block, Delivery Inst, Ship To.'''
 
:'''Change events are recorded for the following product level fields: Qty Ord, Unit Price, Unit Disc.'''
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
:'''Change events are recorded for the following contact level fields: Email.'''
 
 
====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.


Print Orders
:'''Add (optional) display of Standard Cost in the Products grid.'''
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/order contacts.'''


Ticket Printing
:When an error occurs while the ticket is being committed, record the error message as the Void Reason for the ticket.
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
:'''Set "Priced" field from plant "Force Print Prices" when creating new ticket or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''


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


Aged Trial Balance
====A/R Inquiry====
:'''Add ability to enter a Minimum A/R Balance to filter out customers whose A/R Balance is below the minimum.'''
 
:'''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====


Cash Posting<BR>
====Customer Sales History====
Cash Posting Register
:'''Allowance Code field length increased to 10 characters.'''


Credit Card Pre-Approval
====Customer Sales by Job====
:Updated to use the new system-wide events.


Customer Maintenance
====Customer Sales by Product====
:'''Add Events tab.'''
:'''Change events are recorded for the following customer level fields: Credit Limit, Salesperson, Customer Class, Credit Terms, Price Group, Division #, Credit Status, (Print) Prices, (Print) Weights, Tax Authority, Tax Id #.'''
:'''Change events are recorded for the following contact level fields: Email.'''


Customer Price Maintenance
====Daily Plant Sales====
:'''Add Events tab.'''
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Cust Price, Cust Disc, Pend Price, Pend Date.'''
:Remove Customer Maintenance security requirements for adding new prices and deleting prices.


Driver List
====Product Sales====
:'''Add "License Type" field and "Sequence Code" report sequence option.'''


Driver Maintenance
====Product Sales History====
:'''Add "License Type" and "Sequence Code" fields.'''


Driver Productivity Report
====Product Sales by Customer====
:'''Add "Sequence Code" report sequence option.'''


Group Price Maintenance
====Summary Sales====
:'''Add Events tab.'''
:'''Change events are recorded for the following fields: Zone, Product Class, Plant Id, Product Id, Qty Level, Group Price, Group Disc, Pend Price, Pend Date.'''


Job Price Maintenance
:'''Add "Sales Territory" selection.'''
:'''Add "Src" (price source) column to products grid.'''
:'''Add "DOT Job Mix Year" column to products grid.'''
:'''Add Events tab.'''
:'''Change events are recorded for the following job level fields: Job From/To, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O.'''
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
:'''Change events are recorded for the following contact level fields: Email.'''


Job Prices List
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the customer/quote contacts.'''


Owner List<BR>
====Driver Report====
Owner Maintenance
:'''Add "Insurance Exp" field.'''


Plant Maintenance
====Driver Report (Month End)====
:'''Add "Zone" to Defaults tab.'''
:'''Add "Force Print Prices" to Ticketing tab.'''
:'''Add "Force Zone Required" to Ticketing tab.'''


Product Maintenance
:'''Add "Driver Name" to the report.'''
:When adding/editing a mix design, use the "Mix Design U/M" as the unit of measure for the ingredient if specified.
:'''Add Events tab.'''
:'''Change events are recorded for the following product level fields: Stocked, List Price, Product Type, Ingredient Type, Subtype, Sales G/L, Cost of Sales G/L, A/P Clearing G/L, Inventory G/L, Production Out G/L, Production In G/L, Recon Group, % Air, Slump, Mixer Time, Max Load Size, Std Cost, Pend Price, Pend Date, Description, U/M, Mix Design U/M, Batch U/M, Specific Gravity, Product Class.'''
:'''Change events are recorded for the following component (mix ingredient) level fields: Qty per Unit, U/M.'''


Sales Inquiry
:Use stored extended price for the "Ext Price" column on the ticket detail grid (instead of recalculating.)


Ticket Maintenance
====Print Invoices====
:'''Use zone from plant default zone when creating new ticket or when plant is changed.'''
:'''Require zone to be entered if associated plant "Force Zone Required" box is checked.'''
:Show descriptive message when user tries to delete ticket with batch weights and disallow the delete.


===Inventory Module===
====Re-Print Invoices====
 
:'''When printing the product summary, list the mix product first.'''


Inventory Reconciliation
:Fix the re-reconcile warning so it includes the As Of Date when checking transactions.


===Quote Module===
===Quote Module===


Quote Maintenance
====Quote Maintenance====
:'''Add an event when quote is emailed or printed.'''
 
:'''Add "Src" (price source) column to products grid.'''
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
:'''Add "DOT Job Mix Year" column to products grid.'''
 
:'''Add Events tab.'''
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
:'''Change events are recorded for the following job level fields: Job Starts, Job Ends, Quote Expires, Credit Terms, Tax Authority, Ship To, Delivery Inst, Customer P.O., Follow Up On, Won/Lost, Rating, Reason Code, Compete Bid, Competitor.'''
 
:'''Change events are recorded for the following DOT level fields: State, Project Id, Job Identifier.'''
:'''Add "margin warning" to Cost Estimator.'''
:'''Change events are recorded for the following product level fields: Unit Price, Unit Disc, Qty Ord, Load Size, Pend Price, Pend Date, Description, DOT Job Mix Id, DOT Job Mix Year.'''
 
:'''Change events are recorded for the following contact level fields: Email.'''
:'''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.'''


Print Quotes
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the prospect/customer/quote contacts.'''


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


Handwritten Check Entry<BR>
====Email ACH Stubs====
Invoice Vouchering
 
:'''Add "Qty" and "U/M" fields to J/C section of expense distribution and receipts distribution grids.'''
:The Status column in the grid will now always show the most recent email status.
:'''When J/C Trx Type is changed on the expense distributions grid, pull in the J/C Unit of Measure from the transaction type.'''
 
 
====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.'''


Invoice Batch List
:'''Add "Qty" and "U/M" fields to J/C detail section.'''


Vendor Maintenance
====1099 Audit List (Month End)====
:'''Add "Email P.O." option on the Contacts grid.'''
 
====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 Order Module===


Print Purchase Orders
====Purchase Orders List====
:'''When emailing, the email addresses in the email dialog will now be pre-populated based on the vendor contacts.'''
 
: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.'''


Purchase Order Maintenance
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
:The "Ordered" field can no longer be left blank.


Purchase Receipt Entry<BR>
Purchase Receipt Maintenance
:'''Add date protection for "Date Rcvd" field.'''
:The "Date Rcvd" can no longer be left blank.


Setup Periods
===General===
:'''New option added to Purchase Order Setup/Utilities menu.'''


===General Ledger Module===
====Company Database====


Account Maintenance
:'''Updated to version 28.02.'''
:'''Add Events tab.'''
:'''Change events are recorded for the following fields: G/L Group, Sequence, Acct Class, Company No., Division No., Acct Type, Debit/Credit, Intra Co., Valid From, Valid To.'''


===Payroll Module===


Employee Maintenance
====System Menu====
:'''Add "License #" field.'''


Tax Library
:'''Delete user-related role assignments and security options when a user is deleted.'''
:'''Updated to version 2023-R11 (IN, OH states.)'''


===General===


Batch Maintenance
====Windows Client====
:Fix calculation for the Adjust Batch Dates dialog when the day is the same but the month and the year are different.


DataScope<BR>
:'''Add events for item rename/merge.'''
Query Export
:When running multi-company query, update the "Records Affected" column as soon as a company finishes processing.


System Menu
:'''Add (optional) ability to Delete a document previously uploaded.'''
:Fix Keystone News home page so the Contact Us and Quick Support links work correctly with the new GivenHansco website.
:'''Add "Release Locked A/P Invoices" option to System Maintenance menu.'''
:Keystone News now uses the same web browser as the Dispatch Map, which should solve issues on Windows 11.


Windows Client
:Fix Help->Quick Support to work correctly with the new GivenHansco website.


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


Device Server
====Application Server====
:'''Finalized Holcim Cement dispatch notification device.'''
 
:'''Add several new fields to HaulHub dispatch event notification device.'''
: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.'''


Keystone REST Server (KServer)
 
:Add datatables "dotstates", "dothints" and "dotmatclass".
====KServer Windows Client Device API v2====
:Fix datatable parsing to properly represent null values.
 
:Keystone Online Customer Portal API: Add "HPPInvoice" endpoint to support QR/clickable links on Keystone invoices.
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
:Windows Client System Device API 2: Add several new fields needed by HaulHub to "dispatchevent" endpoint.
 
:Windows Client System Lookup API: Add endpoints "rdmCCDOT/cdsStateHintLookup" and "rdmCCDOT/cdsStateLookup."
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
:Windows Client System Methods API: Add "getnexteventlink" endpoint.
 
 
====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 4.3.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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