New Keystone Releases: Difference between revisions

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


==Build 4.6.2 - 5/22/2024==
==Build 5.0.2 - 5/30/2025==
 
===Dispatch Module===
 
Order Maintenance
:'''Add "Description 2" to Product Id dropdown list.'''
:'''Add fields to Order Id dropdown list: Qty Ordered, Delivery Time, Order Status.'''
:'''Use Slump from corresponding job product if specified as an override.'''
:Changed "Delete" button to "Cancel Order" button.
:Display a single popup form when cancelling an order, contains warning message and input box for the cancel reason.
 
Re-Print Tickets
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
 
Ticket Inquiry
:'''New option added to the Dispatch Reports/Inquiries menu.'''
 
Ticket Maintenance
:Only show tickets for dispatch plants.
 
Ticket Printing
:Tickets are now stored in the database prior to printing.
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
:'''Use Slump from corresponding job product if specified as an override.'''
 
===Ticketing Module===
 
Order Maintenance
:'''Use Slump from corresponding job product if specified as an override.'''
 
Re-Print Tickets
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
 
Ticket Inquiry
:'''New option added to the Ticketing Reports/Inquiries menu.'''
 
Ticket Maintenance
:Only show tickets for ticketing plants.
:Do not allow tickets to be added.
 
Ticket Printing
:Tickets are now stored in the database prior to printing.
:'''Use ticket form from customer if specified (overrides plant ticket form.)'''
:'''Use Slump from corresponding job product if specified as an override.'''
 
===Accounts Receivable Module===
 
A/R Inquiry
:'''Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.'''
:'''Invoice Number F4 search will position to the invoice.'''
:'''Indicate Blocked/Bad Debt credit status in large, red font.'''
 
Cash Posting
:'''Add Ticket Number to F4 search, will position to the associated invoice if the ticket is in sales history.'''
:'''Invoice Number F4 search will position to the invoice.'''
:'''SPACE BAR may now be used to reverse a previously applied payment when a negative check is entered.'''
:'''Indicate Blocked/Bad Debt credit status in large, red font.'''
 
Cash Posting Register<BR>
MTD Cash Posting Register
:'''Add checkbox to include Session Number on the register.'''
:Change "Entry Sequence" to "Session No." in Report Sequence dropdown.
:'''Add session subtotals when using "Session No." report sequence.'''
 
Customer Maintenance
:'''Add field change event for "Active" field.'''
:'''Add Forms tab to specify quote and/or ticket form specific to the customer.'''
 
Job Price Maintenance
:'''Add "Slump" column to Products grid (overrides default/product slump when product is ordered/ticketed.)'''
 
Product Maintenance
:'''Add field change event for "Active" field.'''
:Do not copy the pending price fields when copying products.
 
Sales Tax Rate Maintenance
:Widened the G/L Account dropdown on the Tax Locality dialog to show the entire description.
 
Ticket History Inquiry
:Removed option from the Sales Analysis menu (replaced by Ticket Inquiry below.)
 
Ticket Inquiry
:'''New option added to the Accounts Receivable menu. This option includes plant tickets, office tickets and sales history.'''
 
Ticket Maintenance
:Change default ticket number F4 search range from 30 to 90 days ago.
 
===Quote Module===
 
Print Quotes
:'''Use form from customer/prospect if one is specified.'''
 
Prospect Maintenance
:'''Add Forms tab to specify quote form specific to the prospect.'''
 
Quote Maintenance
:'''When printing/emailing a quote, use form from customer/prospect if one is specified.'''
 
===Accounts Payable Module===
 
Vendor Maintenance
:'''Add Events tab.'''
:'''Add field change events for: Vend Class, Payment Terms, 1099 Class, COD, Tax Auth, A/P G/L, Cash G/L, Discount G/L, Expense G/L, Tax Id, Active and contact Email.'''
 
===General===
 
DataScope<BR>
Query Export
:Changed "App" column heading to "Module" and show module description instead of code.
:Widened query list grid.
:Changed "Notes" column heading to "Long Description".
 
System Map
:Corrected issue with displaying routes/maps using HERE when Keystone is hosted on a cloud-based virtual machine.


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


Application Server
Application Server
:Fix error "The company database upgrade failed...Unable to write to C:\Program Files (x86)\...\ccwibsv.ini" when setting up a new system and a database requires a version upgrade.
:Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)


Keystone REST Server (KServer)
Keystone Relay Server
:'''Windows Client A/R API: Add "rdmARAllTickets/cdsMaster" endpoint.'''
:Retry every 15 minutes if the connection to the relay service fails.
:'''Windows Client A/R Lookup API: Add "rdmARAllTickets/cdsKey" and "rdmARAllTickets/cdsTicketSearch" endpoints.'''
:Windows Client A/R Lookup API: Modify "rdmARPlantTicket/cdsKey" and "rdmARPlantTicket/cdsTicketSearch" endpoints to add PLANT_TYPES parameter.
:Windows Client Device API v2: Modify "dispatchevent" endpoint ticket queries to merge plant, office and sales history tables.


==Build 4.6.1 - 5/14/2024==
==Build 5.0.1 - 5/23/2025==


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


Order Maintenance
Order Maintenance
:Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.)
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
:Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.
 
Reprint Tickets
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
 
Schedule
:Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.
:Do not include orders (both on the order grid and in the schedule totals) where the order's plant does not allow tickets to be generated.
:Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.
:Fix exception "cdsDIScheduleGrid: Field LD_LOAD_NO not found" when using the "Ship to Same Order" option on the truck popup menu (introduced in 4.6.)
 
Ticket Printing
:When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
:'''Add ability to configure separate forms/printers by scale device on the Printer Setup dialog.'''
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
 
===Ticketing Module===
 
Ticket Printing
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.


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


Automatic Product Maintenance
Product Maintenance
:'''Add "Copy Automatic Product" button to the product edit page.'''
:Fix issues looking up product codes containing plus signs (+).
:Fix so Cancel button on the main screen cancels changes.
:Fix so Cancel button when adding a new automatic product cancels the add.
 
Cash Posting
:'''Add Contacts tab.'''
 
Email Statements
:Fix to properly configure job, plant or division separation.
:Fix to properly update email status when plant or division separation is active.
:Generate unique PDF filename when plant or division separation is active.
:Allow blank Statement Form Id and maintain this setting from run to run.
:When separating by division, properly handle blank for "Only Division" dropdown.
 
Print Statements
:Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form.
:When resetting the form at Preview/Print time, always load the form after changing the form to the division-specific form (introduced in 4.6.)
:Fix aging, discount, finance charge and statement totals when separating by job, plant or division.
:Fix initial form setting at start of report.
 
Sales Tax Report
:Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.
 
===Accounts Payable Module===
 
Aged Trial Balance Export
:'''New option added to the A/P Data Exports menu.'''


===General Ledger Module===
===General Ledger Module===


Print Financial Statement Format
Import Payroll Transactions
:Fix exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
:When importing G/L transactions include only the transactions for the payroll run number being imported.
 
===Payroll Module===
 
Tax Library
:'''Updated to version 2024-R6.'''


===General===
===General===


Company Database
Company Database
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.
:Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
:Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.


Form Reports
===Services===
:If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.


File Maintenance
Device Server
:Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)
:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
:'''Add "GA" as a supported state for HaulHub.'''


===Services===
Keystone REST Server (KServer)
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
:Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
:'''Datatables API: Add "GA" to the "dotstates" data table.'''


Keystone REST Server (KServer)
Relay Server
:Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
:Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.
:Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.


==Build 4.6 - 5/3/2024==
==Build 5.0 - 5/1/2025==


===New Features===
===New Features===


Dispatch Split Orders
Keystone Relay
:'''When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)'''
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''


Dispatch Orders can no longer be deleted
Keystone REST Server (KServer)
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''
:Improved cache handling which eliminates extra database queries and is more performant.
 
:Require authorization header for most API calls.
Re-Send Dispatch Event Notifications
:'''A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.'''


Sending Tickets to Batch Controls
Security Improvements
:'''A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.'''
: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.
:Store login passwords as salted hashes instead of encrypted passwords within the database.


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


Mix Design Maintenance
End of Day<BR>
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
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
Order Maintenance
:'''Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.'''
: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.
:'''Do not allow orders to be deleted.'''
:When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
:'''Require reason when the order status is changed to "Cancelled".'''
: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.
:'''Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.'''
:'''Add shading to non-editable fields on Loads grid.'''
:'''Add ability to override a load's scheduled plant.'''
:'''Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.'''
:'''Add support for Split Orders (see New Features above.)'''
:'''When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)'''
:'''Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.'''


Order Maintenance<BR>
Reprint Tickets
Ticket Maintenance
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''


Order Maintenance<BR>
Schedule
Ticket Printing
: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.
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
: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.


Schedule
System Map
:'''Add order event for Swap Truck.'''
:Fix END point of directions to show actual address of the end point of the route.
:'''Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.'''
: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.
:'''Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.'''
:Fix several issues with Route map display failing to appear.
:'''Add hover hint on truck status to show batch control error message.'''
:'''Set WillCall Release Time field when a W/C order is shipped.'''
:'''Truck grids now sort on plant and truck number by default.'''
:'''Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)'''
:After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.


Schedule<BR>
===Ticketing Module===
Ticket Maintenance<BR>
Ticket Printing<BR>
Ticket Stack<BR>
Weigh Truck
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''


Ticket Maintenance
End of Day<BR>
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
Order List
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
: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.


Ticket Maintenance<BR>
On-Hand Inquiry
Ticket Stack
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
:'''Allow editing of the HOLD field.'''


Ticket Printing
Reprint Tickets
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''


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


Order Maintenance<BR>
Credit Card Pre-Approvals
Ticket Maintenance
:'''Log field change event for "Comment" field.'''
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''


Order Maintenance<BR>
Customer Maintenance
Ticket Printing
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''


Order Stack
Customer Sales Report
:'''Add order CUSTOM_1 field as an optional grid field.'''
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''


Order Stack<BR>
Import Tickets<BR>
Ticket Maintenance<BR>
Invoice Register<BR>
Ticket Printing<BR>
Invoiced Tickets List<BR>
Ticket Stack<BR>
MTD Invoice Register<BR>
Weigh Truck
Pre-Billing Audit List<BR>
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
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.


Order Stack<BR>
Job Price Maintenance
Ticket Printing
:Fixed exception when deleting a job.
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
: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.


Ticket Maintenance
Print Invoices<BR>
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
Reprint Invoices
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.


Ticket Maintenance<BR>
Print Statements
Ticket Stack
:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
:'''Allow editing of the HOLD field.'''
:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)


Ticket Printing
Product Maintenance
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''


===Accounts Receivable Module===
Reprint Invoices
:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.


Job Price Maintenance
Ticket Inquiry
:Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
: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.)
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
: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.)


Open Ticket Stack<BR>
===Inventory Module===
Ticket Maintenance<BR>
Truck Maintenance
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''


Plant Maintenance
Inventory Transfers
:'''Add Events tab.'''
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
:'''Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.'''
:'''Add "Allow Tickets" checkbox.'''
:Require access code to activate an inactive plant.
:Require access code to change Allow Tickets from unchecked to checked.


Print Invoices
===Quote Module===
:Fix invoice separation by division.


Print Statements
Quote List
:'''Add options to properly separate by job, plant, division.'''
:'''Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".'''
:'''Save the selections in the Division/Plant/Job dropdowns from run to run.'''
:'''Add selection by File #.'''
:Eliminate Customer/Job report sequence option.
:'''Add File # column to summary/detail reports.'''


Product Maintenance
Quote Maintenance
:'''Add field change events for the Tax Code fields.'''
:When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
:'''Auto-fill Base Product and Plant fields when adding a new product.'''
:When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
:Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
: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.
:Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
:The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''


Sales Tax Report
===Accounts Payable Module===
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''


Ticket Maintenance
Import Invoices
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
:'''Add ability to import due date.'''
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''


Truck Maintenance
===Cash Management Module===
:'''Add "Description" field.'''


===Accounts Payable Module===
Import C/M Transactions
: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.)


A/P Inquiry
===General Ledger Module===
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''


Print Checks<BR>
Import Payroll Transactions
Re-Print Checks<BR>
:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
Vendor List<BR>
:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''
Vendor Maintenance<BR>
Void Checks<BR>
Void Invoices
:'''Add "Country" field.'''


===Payroll Module===
===Payroll Module===


Tax Library
Tax Library
:'''Updated to version 2024-R5 (VA state.)'''
:'''Updated to version 2025-R2.'''


===General===
===General===


Form Maintenance
DataScope<BR>
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
Query Export
:Fix exception "EDBClient" when deleting a query.


Form Reports
Sales Tax
:Do not use forms in the company database that are marked Inactive.
:Modified sales tax calculation to properly handle a negative taxable amount.
:'''Allow special Unicode characters when printing text on forms.'''
 
Setup
:Delete obsolete files when updating an existing Keystone installation.
 
System Menu
:Reduce delay when closing the menu.
:Set a default password for the "ADMIN" user when installing a new system.


Windows Client
Windows Client
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
: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.)
:'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
:Ensure that the Application Server "ping" is executed once per client application.
:File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
:File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.


===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.


Application Server
Device Aggregator
:Disable KServer access to database being upgraded during upgrade process.
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.


Device Server
Device Server
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
:'''Add order location notify device for Keystone Online.'''
:Do not truncate any product code fields for batch protocols.
:Change default product code length to 20 characters for ALL ULINK batch controls.
:Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
:'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''


Keystone REST Server (KServer)
Keystone REST Server (KServer)
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
:'''Add "KCompanyReset" action.'''
:Prevent new requests from connecting to database being restored or upgraded.
:'''Add "validate" parameter to "KDBRestore" action.'''
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
:Fix "ClearCaches" action.
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
:Fix "NextEndPoint" action to support cross-authorization endpoints.
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
:Limit maximum number of request threads to 16 (reduces resource usage.)
:'''Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.'''
:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
:Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
:Rollback all database changes for the request if an "exception" action was executed.
:Stonemont QC API: Set "decodestrings" option to "html" at the map level.
:Improve reliability of startup/shutdown.
:'''Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.'''
:'''Driver API: Add "notifyorderlocation" endpoint.'''
:'''Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.'''
:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
:'''Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.'''
:'''External AICrete API v2: New API for AICrete which requires authorization header.'''
:'''Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
:'''External AICrete Datatables: Common datatables unit for AICrete APIs.'''
:Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
:'''External Salesforce API v2: New API for Salesforce which requires authorization header.'''
:'''Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
:'''Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
:'''Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.'''
:Keystone Online APIs: Now require authorization header.
:'''Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.'''
:Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
: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."'''
: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.
: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.'''
:'''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.


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[[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 4.5.x]]

Latest revision as of 02:31, 31 May 2025


NOTE: Items in bold type are NEW features.

Build 5.0.2 - 5/30/2025

Services

Application Server

Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)

Keystone Relay Server

Retry every 15 minutes if the connection to the relay service fails.

Build 5.0.1 - 5/23/2025

Dispatch Module

Order Maintenance

When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.

Accounts Receivable Module

Product Maintenance

Fix issues looking up product codes containing plus signs (+).

General Ledger Module

Import Payroll Transactions

When importing G/L transactions include only the transactions for the payroll run number being imported.

General

Company Database

Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.

Services

Device Server

For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
Add "GA" as a supported state for HaulHub.

Keystone REST Server (KServer)

Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
Datatables API: Add "GA" to the "dotstates" data table.

Relay Server

Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.

Build 5.0 - 5/1/2025

New Features

Keystone Relay

New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.

Keystone REST Server (KServer)

Improved cache handling which eliminates extra database queries and is more performant.
Require authorization header for most API calls.

Security Improvements

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.
Store login passwords as salted hashes instead of encrypted passwords within the database.

Dispatch Module

End of Day
Load Schedule Report
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

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

Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.

Schedule

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

End of Day
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.

On-Hand Inquiry

Orders, In-Stock and Available fields now reflect today's orders and future orders.

Reprint Tickets

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

Accounts Receivable Module

Credit Card Pre-Approvals

Log field change event for "Comment" field.

Customer Maintenance

Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.

Customer Sales Report

Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."

Import Tickets
Invoice Register
Invoiced Tickets List
MTD Invoice Register
Pre-Billing Audit List
Ticket Activity Report
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

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
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

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

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

Inventory Transfers

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

Quote Module

Quote List

Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".
Add selection by File #.
Add File # column to summary/detail reports.

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

Import Invoices

Add ability to import due date.

Cash Management Module

Import C/M Transactions

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.)

General Ledger Module

Import Payroll Transactions

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

Updated to version 2025-R2.

General

DataScope
Query Export

Fix exception "EDBClient" when deleting a query.

Sales Tax

Modified sales tax calculation to properly handle a negative taxable amount.

Setup

Delete obsolete files when updating an existing Keystone installation.

System Menu

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

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

Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.

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)

Add "KCompanyReset" action.
Add "validate" parameter to "KDBRestore" action.
Fix "ClearCaches" action.
Fix "NextEndPoint" action to support cross-authorization endpoints.
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.
Rollback all database changes for the request if an "exception" action was executed.
Improve reliability of startup/shutdown.
Driver API: Add "notifyorderlocation" endpoint.
Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
External AICrete API v2: New API for AICrete which requires authorization header.
External AICrete Datatables: Common datatables unit for AICrete APIs.
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.
Keystone Online APIs: Now require authorization header.
Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
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."
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.
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.
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.

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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