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>


==Release 5.2.1.0 - 12/10/2025==
==Release 5.3.0.0 - 6/17/2026==


===Accounts Receivable Module===
===Dispatch Module===
 
====Driver Call-In Report====


====Customer Prices Maintenance====
:'''Add "Customer Name" to the report.'''


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


====Email Orders====


====Re-Print Tickets====
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)


:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
:'''Add "Cutoff Date" when selecting orders by customer. '''
:'''Show "Delv Date" on the order grid.'''




====Print Invoices====
====On Hand Inquiry====


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


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


====Order Maintenance====


===Accounts Payable Module===
: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.


====Vendors Maintenance====
: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.


:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
:'''Add an order event when the "Reprice" function is used.'''


:'''Add "Sales Territory" field.'''


===General===
:'''Add Email To Job and SMS To Job options to Contacts grid.'''


====Reports====


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


====Windows Client====
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''


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


===Services===
: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.


====Application Server====
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).


:Fix zero cost issues with inventory reconciliation.
:'''Add "Customer Rating" as optional field on the schedule grid.'''




====KServer Keystone Online Dashboard API====
====Ticket Printing====


:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''


==Release 5.2.0.0 - 12/4/2025==
:'''Add (optional) display of Standard Cost in the Products grid.'''


===New Feature===
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.


====Credit Card Fees====
:'''Add "Sales Territory" field.'''


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


====Truck Demand Graph====


====Save Form Layouts====
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''


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


====Order Maintenance====


====Visual Themes====
====Ticket Printing====


:'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''


:'''Add "Bill As Plant" field.'''


===Dispatch Module===


====Order List====
===Ticketing Module===
 
====On Hand Inquiry====


:Remove blank Report Sequence option.
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''




====Order Maintenance====
====Order Maintenance====


:Remove the MAP button next to the Delivery Instructions fields.
:'''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.'''


:'''Add a warning message when changing Job Id for an existing order.'''


:'''Add visual indicator when Slump is changed due to a product change on the order.'''
====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.'''


====Schedule====


:'''Add "Base Mix" as an optional schedule grid field.'''
===Accounts Receivable Module===


:'''Added hint message for split orders.'''
====A/R Inquiry====


:'''Add "Show Status Hints" to Options menu.'''
:'''Add "Fee Chg G/L" field to the Posting History grid.'''


:'''Add "Status Hint Legend" to Options menu.'''
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''


:'''Add system option to cache schedule queries to improve performance in certain cases.'''


:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
====Aged Trial Balance====


:'''Add "Credit Manager" selection.'''


===Ticketing Module===


====Order List====
====Customer Prices List====


:Remove blank Report Sequence option.
:'''Add "Exp Date" field to report.'''




===Accounts Receivable Module===
====Customer Prices Maintenance====
 
:'''Add "Exp Date" field to price grid.'''


====A/R Inquiry====


:'''Add credit card fee/pay class to Payment History 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.)'''


====Cash Posting Register====
:'''Add "SMS To Job" checkbox column to Contacts grid.'''


:'''Add "Session No" to selection criteria.'''
:'''Add "Credit Manager" field.'''


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


====Customer Prices Maintenance====
:'''Add field change events for the customer address fields.'''


:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
:'''Add function button to switch to A/R Inquiry for the current customer.'''




====Customer Sales by Job====
====Divisions Maintenance====


:Fix overlap of long product code and product description.
:'''Add Company Info tab to support A/P 1099 by division.'''




====Drivers List====
====Drivers Maintenance====


:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
:'''Add "Start Date" field.'''




====Email Invoices====
====Email Invoices====


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


:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
:'''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====


:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
:'''New option added to the A/R File List menu.'''




====Pay Class Maintenance====
====Sales Territories Maintenance====


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




====Products Maintenance====
====Salespeople Maintenance====


:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
:'''Add sales territory grid.'''




====Sales Tax Rates Maintenance====
====Voided Tickets Report====


:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
:The Ticket Number will now properly show all 7 digits on the report.




====Ticket Maintenance====
====A/R Inquiry====


:'''A warning message will be displayed if the Tax Authority field is left blank.'''
====Cash Posting====


:'''Ask for a Void Reason when using the F3 Void button.'''
:'''Add "Unit Disc" field to Ticket History grid.'''




====Void Invoice====
====A/R Inquiry====
 
====Cash Posting====
 
====Job Prices Maintenance====


:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
:'''Add Email To Job and SMS To Job options to Contacts grid.'''




===Accounts Payable Module===
====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.'''


====Email ACH Stubs====
:'''Add "Sales Territory" field.'''


:'''New option added to the A/P Invoicing/Checks menu.'''
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.




====Federal & State 1099 Export====
====Prospect Maintenance====


:'''Updated for 2025.'''
====Quote Maintenance====


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


====Print 1099 Forms (Month End)====


:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
===Accounts Payable Module===


====Email ACH Stubs====


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


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


====Select Invoices for Payment====


====Handwritten Check Entry====
: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.


====Invoice Vouchering====
:'''On the Pay Invoice dialog you can now change the payment method.'''


====Vendor Classes Maintenance====


====Vendors Maintenance====
====Vendors Maintenance====


:Allow bank account G/L accounts to be used in Expense G/L dropdown.
:'''Add "Division" field to the 1099 Amounts grid.'''




===General Ledger Module===
====A/P ACH Export====


====Accounts Maintenance====
====Re-Export A/P ACH====


:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''




===System Menu===
====1099 Audit List (Month End)====


====Option Maintenance====
====Federal & State 1099 Export====


:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
:'''Add Division selection.'''




===General===
====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.)
 


====Company Database====
====Print Checks====


:'''Updated to version 26.07.'''
====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".


====Document Database====


:'''Updated to version 2.01.'''
===Purchase Order Module===


====Purchase Orders List====


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


:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.


:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
===Cash Management Module===


====Statement Reconciliation====


====System Menu====
:'''Add "Fee Chg" field to the A/R Posting History grid.'''


:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''


:'''Add Visual Theme selector icon to the top of the menu.'''


:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
===General===


:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
====Company Database====


:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
:'''Updated to version 28.02.'''




====Windows Client====
====System Menu====


:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
:'''Delete user-related role assignments and security options when a user is deleted.'''


:'''Add First/Last page buttons to the Document Viewer.'''


:'''Use search button in place of blue background for fields where F4 search is available.'''
====Windows Client====


:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
:'''Add events for item rename/merge.'''


:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
:'''Add (optional) ability to Delete a document previously uploaded.'''




Line 278: Line 381:
====Application Server====
====Application Server====


:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
:Setup relay server connection info only for the main Keystone server.
 


:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
====Device Server====


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


====Device Server====
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''


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


====KServer Dashboard API====
:'''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 "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
:'''Add "Keystone Online" batch weight notification device.'''


:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''


====KServer External AICrete API v2====


====KServer Dispatch API v2====
:'''New API for AICrete which requires authorization header.'''


:'''Add "NextToLoad" endpoint.'''


====KServer External SalesInsight API v2====


====KServer Driver API====
:'''New API for SalesInsight.'''


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


====KServer Keystone Online Customer Portal API====


====KServer Keystone Online Back Office API====
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''


:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''


:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
====KServer Keystone Online Dashboard API====


:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''




====KServer Keystone Online Customer Portal API====
====KServer Keystone Online E-Ticketing API====


:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
:'''Add "StartDate" field to "driverlist" endpoint.'''


:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''


====KServer Windows Client A/R API====


====Keystone REST Server (KServer)====
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''


:Fix "EFOpenError" exception during Keystone system installation.
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''


:'''Modify KPPTranslate action to handle pay class fees.'''


====KServer Windows Client Device API v2====


====Keystone Relay====
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.


:Fix occasional crashes resulting from NullReferenceException.
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''




====Kserver Datatables API====
====Keystone REST Server (KServer)====


:'''Updated AP1099FORMBOX for 2025.'''
: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 5.1.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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