New Keystone Releases: Difference between revisions

From KeystoneIntranet
Jump to navigation Jump to search
No edit summary
No edit summary
 
(41 intermediate revisions by the same user not shown)
Line 4: Line 4:
<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 4.5.6 - 4/3/2024==
==Release 5.3.0.0 - 6/17/2026==


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


Ticket Maintenance
====Driver Call-In Report====
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 
:'''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===
===Ticketing Module===


Ticket Maintenance
====On Hand Inquiry====
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.
 
:'''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===
===Accounts Receivable Module===


A/R Inquiry<BR>
====A/R Inquiry====
Cash Posting
 
:Fix to use selected invoice/statement form when printing invoice/statement (introduced in 4.5.5.)
:'''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.'''
 


Customer Maintenance
====Divisions Maintenance====
:Fix to use selected statement form when printing statement (introduced in 4.5.5.)


Driver Maintenance
:'''Add Company Info tab to support A/P 1099 by division.'''
:Highlight invalid email address on the Call-In tab.
:Verify that the correct fields are filled in on the Call-In tab when saving changes.


Email Invoices
:Fix to use invoice form specified on Setup tab when emailing invoices (introduced in 4.5.5.)


Email Statements
====Drivers Maintenance====
:Fix to use statement form specified on Setup tab when emailing statements (introduced in 4.5.5.)


Import Tickets
:'''Add "Start Date" field.'''
:'''Add ability to convert from one unit of measure to another during batch ticket import.'''


Product Maintenance
:'''Add new product types: Asphalt, Block.'''
:Significant performance improvement particularly with a large number of products.
:Limit product lookup list/search list to a maximum of 200 products.
:Fix F4 search issue in G/L account dropdown lists where the wrong account types were shown.


Ticket History Inquiry<BR>
====Email Invoices====
Ticket Maintenance
:Fix F4 Search "Ticket Number" option so it searches tickets for all customers.


===Accounts Payable Module===
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''


Print Checks
:'''Add system option to control whether to ignore warnings (contact support if you need to be able to set the Check Date prior to the Invoice Date.)'''


===General===
====Invoiced Tickets List (Month End)====


Form Reports
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
:'''Add new formats WRITTENUPPER and WRITTENLOWER to convert numeric value into words as uppercase/lowercase respectively.'''


===Services===


Device Aggregator
====Job Prices Maintenance====
:Send Keystone Online Business Id (from Keystone company table) as part of device messages.


Device Server
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
:'''Add dispatch event notification device for HaulHub Aggregate tickets.'''
:Keystone Online Batch Weight Notification: Send "BusinessId" field if specified in Keystone Company Maintenance.
:Digital Fleet/Integra XML Batch Ticket: Fix UTC time to incorporate daylight savings time if appropriate for the date being converted.


Keystone REST Server (KServer)
:'''Add "Description" column to the Auto Products grid.'''
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to limit number of returned records (default is 200.)
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to sort the invoices descending by invoice date and invoice number.
:'''Online Customer Portal API: Add "Overflow" field to CustomerInvoices endpoint.'''
:'''Online E-Ticket API: Add "Active" field and "IncludeInactive" query parameter to DriverList endpoint.'''
:'''Windows Client A/R Lookup API: Add endpoints: rdmARProduct/cdsLookupSubset, rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior, rdmARProduct/cdsSearchSubset, rdmARProduct/cdsLookupExact.'''
:'''Windows Client A/R Lookup API: Add endpoints: rdmARJobPrice/cdsLookupExact, rdmARJobPrice/cdsLookupSubset, rdmARJobPrice/cdsLookupFirst, rdmARJobPrice/cdsLookupLast, rdmARJobPrice/cdsLookupNext, rdmARJobPrice/cdsLookupPrior.'''
:'''Windows Client A/R Lookup API: Add endpoints: rdmARPlantTicket/cdsTicketSearch, rdmARSales/cdsTicketSearch, rdmARTicket/cdsTicketSearch.'''
:Windows Client A/R Lookup API: Remove endpoints: rdmARJobPrice/cdsKeyNext, rdmARJobPrice/cdsKeyPrior, rdmARJobPrice/cdsKeyUser.
:Windows Client System Device API v2: Modify "dispatchevent" endpoint to support sending aggregate tickets to HaulHub.
:'''Add "KUMConvert" function.'''


==Build 4.5.5 - 3/14/2024==
:'''Add "Sales Territory" field.'''


===New Features===
:'''Add field change event for the C.O.D. field.'''


Dispatch Ticket Stack<BR>
Ticketing Ticket Stack
:'''These new options mimic the functionality of the A/R Open Ticket Stack option but only for specific (dispatch/ticketing) tickets.'''


Invoice/Statement Forms by Division
====Open Ticket Stack====
:'''If you separate your A/R invoices by plant or division, you can now specify an invoice and/or statement form for each division. When printing invoices/statements, the system will automatically switch to the appropriate form for the current division. This eliminates the past requirement to run invoices/statements for each division separately.'''


===Dispatch Module===
:'''Add "Bill As Plant" as an optional grid field.'''


Edit Ticket Times
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
:'''Add "Site Mins" optional grid column.'''


Export Tickets to Accounting
:Fix exception "cdsExpTicketHd: Field SUB_TOTAL not found" when running an invoice-level EXF export (introduced in 4.5.4.)


Order Maintenance<BR>
====Print Invoices====
Print Orders
:Fix so prices are printed only for COD orders when the "Show Only COD Prices" option is set.


Order Maintenance<BR>
:'''Add "Posted" indication in session log when invoices are posted.'''
Ticket Maintenance<BR>
Ticket Printing
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.


Order Maintenance
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.


Schedule
:'''Add ability to sort these columns: Qty Ord, Qty Shipd and Qty Rem.'''
:'''Add ability to go to previous day using the '-' key and the next day using the '+' key.'''
:'''Add order event when an order is set to Will Call or when a load is shipped on a will-call order (will-call is cleared.)'''
:'''Add Qty Delivered/Qty Ordered next to Plant Number in "Plt" column on schedule grid.'''
:'''Display order color description when hovering over the "Order" column.'''
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.


Re-Print Tickets<BR>
====Sales Territories List====
Ticket Printing
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''


Ticket Maintenance
:'''New option added to the A/R File List menu.'''
:Fix to use correct security section when called from Ticket Stack.


Ticket Printing
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.


Ticket Stack
====Sales Territories Maintenance====
:'''New option added to the Dispatch File Maintenance menu (similar to A/R Open Ticket Stack but shows only dispatch plants.)'''


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


Order Maintenance<BR>
Ticket Maintenance<BR>
Ticket Printing
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.


Order Maintenance
====Salespeople Maintenance====
:Prevent entry of active plants, products and zones that do not appear in their respective drop-down lists.


Order Stack
:'''Add sales territory grid.'''
:Fix issue where the Ship To 2 and Ship To 3 lines of the order would sometimes be set to a single comma after ticketing an order.
:Fix issue where you could get stuck in the Truck No. field on the stub screen after entering a non-existent truck.
:Fix issue where after cancelling the weight dialog from the ticket stub screen the focus was not returned to the Qty Sold field.


Re-Print Tickets<BR>
Ticket Printing
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''


Ticket Printing
====Voided Tickets Report====
:'''Display Driver Name below Driver Id when ticket stub screen is first displayed.'''
:Prevent entry of active products, trucks and zones that do not appear in their respective drop-down lists.


Ticket Stack
:The Ticket Number will now properly show all 7 digits on the report.
:'''New option added to the Ticketing File Maintenance menu (similar to A/R Open Ticket Stack but shows only non-dispatch plants.)'''


===Accounts Receivable Module===


Division Maintenance
====A/R Inquiry====
:'''Add "Forms" tab to set default invoice and statement forms for the division.'''


Driver Maintenance
====Cash Posting====
:'''Add "Call-In" tab which allows entry of Mobile No., Email and Contact Method fields.'''


Edit Open Ticket Times
:'''Add "Unit Disc" field to Ticket History grid.'''
:'''Add "Site Mins" optional grid column.'''


Email Invoices
:'''Add [DivisionName] tag to Setup page.'''


Import Tickets
====A/R Inquiry====
:'''Added new "Wait Time" ticket import options to support adding wait time product based on conditions.'''


Job Price Maintenance
====Cash Posting====
:'''Track field change events for job Taxable and product Taxable fields.'''


Open Ticket Stack<BR>
====Job Prices Maintenance====
Quick Ticket Entry<BR>
Ticket Maintenance
:Significant performance improvement when refreshing the product lookup list after the Job Id is entered/changed.


Open Ticket Stack
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
:'''Add Ship To 2, 3 and 4 as well as Delv Inst 2, 3 and 4 as optional grid columns.'''
:'''Add Job Class as an optional grid column.'''


Print Invoices<BR>
Re-Print Invoices
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''
:'''Add "Base Product" as a printable invoice field.'''
:'''Add "C.O.D." field to report selection criteria.'''


Print Statements
====Cash Posting Register====
:'''Use appropriate form for the division (if specified) when A/R is separated by plant or division.'''


Re-Print Tickets
====Cash Posting Register (Month End)====
:'''Add ability to print Job Class, Job Class Description and Job Invoice Description fields.'''


===Accounts Payable Module===
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.


1099 Audit List
:Apply form minimum amounts to state override values.


===General Ledger Module===
====Comparative Customer Sales====


Account List
====Customer Sales History====
:'''Add Division No. field to detail report (if appropriate.)'''


Trial Balance by Month
====Customer Sales by Job====
:'''Add "Print Commas in Amounts" user option.'''


===Payroll Module===
====Customer Sales by Product====


ACA 1094/1095 Export
====Daily Plant Sales====
:Export CoveredIndividualInd field as False for self-insured employers where there are no covered individuals specified for the employee.


Tax Library
====Product Sales====
:'''Updated to version 2024-R4 (MT state.)'''


===General===
====Product Sales History====


System Menu
====Product Sales by Customer====
:'''Add File Maintenance and File Lists submenus to Ticketing menu.'''
:'''Add Ticket Maintenance and Ticket Stack options to Ticketing File Maintenance submenu.'''
:'''Add Truck, Driver, Plant and Zone maintenance to Ticketing File Maintenance submenu.'''
:'''Add Truck, Driver, Plant and Zone file lists to Ticketing File Lists submenu.'''
:'''Modify "Add Company" option on System Maintenance->Companies submenu to add "Business Id" field.'''
:'''Add "Edit Company" option to System Maintenance->Companies submenu.'''


Windows Client
====Summary Sales====
:When entering an inactive item in a dropdown, change the default action to "prevent" instead of "warn."


===Services===
:'''Add "Sales Territory" selection.'''


Application Server
:Fix exception "arithmetic exception, numeric overflow or string truncation" when rebooking a quote to a job where new products were added to the quote and updating the order quantities.


Device Server
====Driver Report====
:'''Add "order_phone" field to ticket data in Digital Fleet XML batch interface.'''


Keystone REST Server (KServer)
====Driver Report (Month End)====
:'''Add ability to specify a log condition and messages at the field level.'''
:'''Windows Client Device AutoRun API v2: Add log message to "loadautoreturn" endpoint when "pastthreshold" is true.'''


==Build 4.5.4 - 2/9/2024==
:'''Add "Driver Name" to the report.'''


===Accounts Receivable Module===


Import Tickets
====Print Invoices====
:For online tickets, maintain the event link and gps coordinate fields from the plant to the office tickets.


===General===
====Re-Print Invoices====


Company Database
:'''When printing the product summary, list the mix product first.'''
:Updated to version 24.01 (modify invoicing procedures to maintain gps coordinates from office to sales ticket history.)


===Services===


Device Server
===Quote Module===
:'''Add support for CarbonCure Dispatch Event Notification device.'''
:'''Add support for Digital Fleet XML Batch Control device.'''
:Change default root URL for Holcim/Concretely Dispatch Event Notification device.


Keystone REST Server (KServer)
====Quote Maintenance====
:Add support for "TEST device configuration parameter for CarbonCure ticket export.
:'''Online E-Ticketing API: Add "customstatuslist" endpoint.'''
:Windows Client A/R Report API: Filter out void tickets in "ARTicketIngredientExport" and "ARTicketIngredientList" queries.
:Windows Client Device API v2: Add additional fields to "dispatchevent" endpoint to support CarbonCure dispatch event notification device.


==Build 4.5.3 - 1/19/2024==
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''


===Dispatch Module===
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''


Beginning of Day
:'''Add "margin warning" to Cost Estimator.'''
:Fix exception "Dynamic SQL Error Table unknown ARTORDDTDITPRJLD" when the "Load Office Data" option is checked (introduced in 4.4.3.)


Order Maintenance
:'''Add "Default Tkt/Ord Products" system option.'''
:'''Add ability to select order form from a list when clicking the Print button.'''


Print Orders
:'''Add "Sales Territory" field.'''
:'''Add ability to select order form from a list.'''


===Ticketing Module===
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.


Order Maintenance
:'''Add ability to select order form from a list when clicking the Print button.'''


Print Orders
====Prospect Maintenance====
:'''Add ability to select order form from a list.'''


===Accounts Receivable Module===
====Quote Maintenance====


Plant Maintenance
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
:Prevent user from entering a "Last Tkt #" more than 7 digits.


Quick Ticket Entry
:'''Added Ticket Date as an optional grid column.'''


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


Invoice Vouchering
====Email ACH Stubs====
:Fix bug where if you entered the same invoice number twice and then fixed it, when you tabbed out it would revert to the duplicate invoice number forcing you to change it twice instead of once.


===Payroll Module===
:The Status column in the grid will now always show the most recent email status.


Certified Payroll Report
:Remove employee address from report.
:Increased width of Link Id column to 10 characters.
:Fixed Access Violation exception when the "Include Jobs without Payroll History" box was checked.
:Fixed Employee SSN not clearing when "Include Jobs without Payroll History" box was checked.


Tax Library
====Select Invoices for Payment====
:'''Updated to version 2024-R2 (MD, ND states.)'''
 
: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===
===General===


Form Reports
====Company Database====
:When emailing a form using the Email button, do not display the second email dialog (introduced in 4.4.)
 
:'''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===
===Services===


Application Server
====Application Server====
:Fix bug when setting the last ticket number for a plant where it would never store the last used ticket number if no "Last Tkt #" was ever set in Plant Maintenance.
 
:Setup relay server connection info only for the main Keystone server.


==Build 4.5.2 - 1/3/2024==


===Payroll Module===
====Device Server====


Tax Library
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
:'''Updated to version 2024-R1d (IA, IN, MA, ME, MI, MN, MS, RI, VT states.)'''


==Build 4.5.1 - 12/27/2023==
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''


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


Beginning of Day
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)


===Ticketing Module===
====KServer External AICrete API v2====


Beginning of Day
:'''New API for AICrete which requires authorization header.'''
:Fix exception "violation of foreign key constraint CCTEVENT_FKY_TYPE on table CCTEVENT" when loading office data (introduced in 4.4.3.)


===Accounts Receivable Module===


Product Maintenance
====KServer External SalesInsight API v2====
:'''Add ingredient subtypes for cementitious ingredients: Cement, Flyash and Slag.'''
:'''Add ingredient subtype for admixture ingredients: CO2.'''


Ticket Ingredient Export
:'''New API for SalesInsight.'''
:'''New option added to the Setup/Utilities menu to support CarbonCure ticket export (contact Support if you need this feature.)'''


===Payroll Module===


Tax Library
====KServer Keystone Online Customer Portal API====
:'''Updated to version 2024-R1b (GA, MT, NC, OR states.)'''


===General===
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''


Generic Reports
:When calculating the report width take the total width of grouped fields into account.


===Services===
====KServer Keystone Online Dashboard API====


Keystone REST Server (KServer)
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
:'''Add "ticketexport" support to KDeviceCmd action to support CarbonCure ticket export (preliminary.)'''
:'''Datatables: Add datatables for CarbonCure ticket export.'''
:'''Windows Client A/R Reports API: Add endpoints "ARTicketIngredientExport" and "ARTicketIngredientList" to support CarbonCure ticket export.'''


==Build 4.5 - 12/15/2023==


===Year End===
====KServer Keystone Online E-Ticketing API====


'''This version includes support for the A/P 1099-DIV form and further 2024 payroll state tax changes. Please check frequently for further updates.'''
:'''Add "StartDate" field to "driverlist" endpoint.'''


===Dispatch Module===


Order Maintenance
====KServer Windows Client A/R API====
:Fix "Another user has changed the order..." message when entering a new order and the Plant Id is changed after products have been entered.


===Accounts Payable Module===
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''


1099 Audit List<BR>
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
1099 Class Maintenance<BR>
Federal & State 1099 Export
:'''Add support for 1099-DIV form.'''


1099 Audit List
:Print form box numbers on the report instead of the internal box number value.
:'''Print form box description on the report.'''


1099 Class Maintenance
====KServer Windows Client Device API v2====
:Change "1099 Box No." to a drop-down list that contains only the boxes supported for the currently selected 1099 form.


Federal & State 1099 Export
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
:'''Add F4 search capability to Vendor Id selection criteria.'''


===Payroll Module===
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''


Tax Library
:'''Updated to version 2024-R1a (CO, CT, MO, NE, NM, OK, SC states.)'''


===Services===
====Keystone REST Server (KServer)====


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.
:Datatables: Add datatables "ap1099form", "ap1099box" and "ap1099formbox."
:Windows Client A/P Lookup API: Add endpoints "rdmAP1099Form/cdsFormBoxLookup" and "rdmAP1099Form/cdsFormLookup."


----
----
[[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 4.4.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

Retrieved from "http://in.compucrete.com/index.php?title=New_Keystone_Releases&oldid=1189"