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 5.0 - 5/1/2025==
==Release 5.3.0.0 - 6/17/2026==


===New Features===
===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.)'''


Keystone Relay
:'''Add (optional) display of Standard Cost in the Products grid.'''
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''


Keystone REST Server (KServer)
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
:Improved cache handling which eliminates extra database queries and is more performant.
:Require authorization header for most API calls.


Security Improvements
:'''Add "Sales Territory" field.'''
:Changed default passwords for all Interbase users.
 
:Removed several Interbase users that are no longer needed.
 
:Implemented a new algorithm for the Keystone security code.
====Truck Demand Graph====
:Store login passwords as salted hashes instead of encrypted passwords within the database.
 
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''


===Dispatch Module===


End of Day<BR>
====Order Maintenance====
Load Schedule Report<BR>
Order List
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.


Order Maintenance
====Ticket Printing====
:When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
:When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
:When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.


Reprint Tickets
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''


Schedule
:'''Add "Bill As Plant" field.'''
:Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
:Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
:When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
:Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
:Do not allow a truck to be swapped to itself.


System Map
:Fix END point of directions to show actual address of the end point of the route.
:When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
:Fix several issues with Route map display failing to appear.


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


End of Day<BR>
====On Hand Inquiry====
Order List
 
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
:'''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.'''
 


On-Hand Inquiry
====Ticket Printing====
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
 
:'''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.'''


Reprint Tickets
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''


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


Credit Card Pre-Approvals
====A/R Inquiry====
:'''Log field change event for "Comment" field.'''


Customer Maintenance
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''


Customer Sales Report
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''


Import Tickets<BR>
Invoice Register<BR>
Invoiced Tickets List<BR>
MTD Invoice Register<BR>
Pre-Billing Audit List<BR>
Ticket Activity Report<BR>
Zero Price Tickets Report
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.


Job Price Maintenance
====Aged Trial Balance====
:Fixed exception when deleting a job.
:When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.


Print Invoices<BR>
:'''Add "Credit Manager" selection.'''
Reprint Invoices
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.


Print Statements
:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)


Product Maintenance
====Customer Prices List====
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''


Reprint Invoices
:'''Add "Exp Date" field to report.'''
:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.


Ticket Inquiry
:Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
:Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)


===Inventory Module===
====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.'''


Inventory Transfers
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.


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


Quote List
====Quote Maintenance====
:'''Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".'''
 
:'''Add selection by File #.'''
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
:'''Add File # column to summary/detail reports.'''
 
:'''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.'''


Quote Maintenance
:When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
:When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
:When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
:The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.


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


Import Invoices
====Email ACH Stubs====
:'''Add ability to import due date.'''
 
: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===
===Cash Management Module===


Import C/M Transactions
====Statement Reconciliation====
:The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)
 
:'''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 Ledger Module===
====Company Database====


Import Payroll Transactions
:'''Updated to version 28.02.'''
:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''


===Payroll Module===


Tax Library
====System Menu====
:'''Updated to version 2025-R2.'''


===General===
:'''Delete user-related role assignments and security options when a user is deleted.'''


DataScope<BR>
Query Export
:Fix exception "EDBClient" when deleting a query.


Sales Tax
====Windows Client====
:Modified sales tax calculation to properly handle a negative taxable amount.


Setup
:'''Add events for item rename/merge.'''
:Delete obsolete files when updating an existing Keystone installation.


System Menu
:'''Add (optional) ability to Delete a document previously uploaded.'''
:Reduce delay when closing the menu.
:Set a default password for the "ADMIN" user when installing a new system.


Windows Client
:Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
:Ensure that the Application Server "ping" is executed once per client application.


===Services===
===Services===
 
Application Server
:Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
:Notify KServer when a company is added/deleted/changed.
:Ensure that the Plant Id is always specified when changing a load status to Begin Load.
:When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
:When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.


Device Aggregator
====Application Server====
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
 
:Setup relay server connection info only for the main Keystone server.


Device Server
:'''Add order location notify device for Keystone Online.'''
:Change default product code length to 20 characters for ALL ULINK batch controls.


Keystone REST Server (KServer)
====Device Server====
:'''Add "KCompanyReset" action.'''
 
:'''Add "validate" parameter to "KDBRestore" action.'''
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
:Fix "ClearCaches" action.
 
:Fix "NextEndPoint" action to support cross-authorization endpoints.
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
:Limit maximum number of request threads to 16 (reduces resource usage.)
 
:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
:Rollback all database changes for the request if an "exception" action was executed.
 
:Improve reliability of startup/shutdown.
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
:'''Driver API: Add "notifyorderlocation" endpoint.'''
 
:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
:'''External AICrete API v2: New API for AICrete which requires authorization header.'''
 
:'''External AICrete Datatables: Common datatables unit for AICrete APIs.'''
:'''Add "Keystone Online" batch weight notification device.'''
:'''External Salesforce API v2: New API for Salesforce which requires authorization header.'''
 
:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
 
:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
====KServer External AICrete API v2====
:Keystone Online APIs: Now require authorization header.
 
:Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
:'''New API for AICrete which requires authorization header.'''
:Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
 
:'''Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.'''
 
:'''Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."'''
====KServer External SalesInsight API v2====
:Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
 
:Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
:'''New API for SalesInsight.'''
:Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
 
:'''Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.'''
 
:'''Windows Client System Database API: Add "companyreset" endpoint.'''
====KServer Keystone Online Customer Portal API====
:'''Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.'''
 
:Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.
:'''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 4.7.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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