GivenHansco Keystone Help - User contributions [en]

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2026-09-17T00:37:23Z

Pmorey: /* Software Updates */

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:[https://givenhansco.com/support-2/e-support/ Contact Us]
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{|border="0" cellspacing="5" cellpadding="5" align="center"
|[[Billing & Accounts Receivable|A/R]]
|[[Inventory|Inventory]]
|[[Accounts Payable|A/P]]
|[[General Ledger|G/L]]
|[[Payroll|P/R]]
|[[Quote System|Quote]]
|[[Cash Management|Cash]]
|[[Job Cost|J/C]]
|[[Ticket Printing|Tickets]]
|[[Keystone Dispatch|Dispatch]]
|}






=Software Updates=
'''[[New Keystone Releases|Latest Release]] 5.4''' (9/16/2026)
Customers using the Keystone Online portal for online customer payments should update to version 5.3.3 or higher as soon as possible.


:'''[[Payroll: Year End#PayrollEOL|Keystone Payroll End of Life Announcement]]'''
:'''[[Import_iSolved_Transactions|iSolved import for G/L, C/M and J/C transactions]]'''







=DOT E-Tickets via HaulHub=

For those customers who need to send E-Tickets to their state DOT for certain jobs, Keystone uses a third-party service (HaulHub.) This service requires an increased level of data security that is only supported on modern versions of Windows. See the Keystone 5 section below for the minimum Windows versions supported.



=Keystone 5 is HERE!=

Keystone 5 incorporates significant changes related to security and functionality. Many of these changes leverage improvements in Windows that simply did not exist in older Windows versions. Additionally, there have been many improvements in the database engine (InterBase) that provide higher performance and reliability.


[[Keystone 5 New Features|Click here to learn about the new features in Keystone 5.]]




===Windows Versions===

Keystone 5 requires a minimum of one of the following Windows versions:
* (Server) Windows Server 2016 or higher
* (Desktop) Windows 11 or higher

If you are running any versions of Windows prior to the above (on server and desktops) please ask your IT provider to coordinate Windows upgrades with us as soon as possible so that you can continue to receive updates to your Keystone software.
To ensure a smooth upgrade process, we strongly recommend installing the most current version of Windows on a new server or virtual machine. This will allow any upgrade issues to be worked out without impacting your daily operations.

There are other reasons to keep your Windows versions up-to-date:
* Microsoft provides regular security updates for current Windows versions to help protect your systems from ransomware/malware/virus attacks.
* Keystone increasingly interfaces with third party applications using REST/JSON protocols that require higher levels of security than older Windows versions are capable of.
* Keystone uses cloud-based services that also require these higher levels of security.

===InterBase===

In addition to upgrading older Windows versions, you may need to upgrade the database engine that Keystone requires to a newer version. Please contact support to determine whether this is necessary. If a database upgrade is required we will prepare a quote for you.

Keystone 5 requires the following minimum version of InterBase:
* InterBase 2017 with Update 3 (build 13.3.0.328)















=[[HOWTOs]] and [[Best Practices]]=

:*[[Keystone Database Backup]]
:*[[Quick Backup to USB Flash Drive]]
:*[[Emergency Backup - Quick Simple Solutions]]
:*[[Did You Know... (Dispatch)]]
:*[[Version 2.5 Key Changes]]

=KEYSTONE Applications=

[[Billing & Accounts Receivable]]

[[Inventory]]

[[Accounts Payable]]

[[General Ledger]]

[[Payroll]]

[[Quote System]]

[[Cash Management]]

[[Job Cost]]

[[Ticket Printing]]

[[Keystone Dispatch]]

New Keystone Releases

2026-09-17T00:11:47Z

Pmorey:

__TOC__

NOTE: Items in '''bold type''' are NEW features.

==Release 5.4.0.0 - 9/16/2026==

===Dispatch Module===

====End Of Day====

:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''

====Open Ticket Stack====

:Fix Truck F4 Search to only include trucks assigned to dispatch plants.

====Order Maintenance====

:'''Now supports custom mix design by order (contact support if you need this feature.)'''

:Allow editing of order with incorrectly specified %/Qty Sold tax column.

:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''

====Schedule====

:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.

:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''

====Ticket Printing====

:'''Send custom mix design to batch control from job/order if specified.'''

:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''

:Do not require Pay Class when no payment amount is entered on the payment screen.

:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''

:Improved performance of the Truck Id dropdown.

====Truck Demand Graph====

:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''

:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .

:'''The minimum Slot Length is now 1 minute.'''

:Fixed the Delivery Time labels so they always reflect time of day.

===Ticketing Module===

====End Of Day====

:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''

====Open Ticket Stack====

:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.

====Order Stack====

:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.

====Ticket Printing====

:Do not require Pay Class when no payment amount is entered on the payment screen.

:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''

:Improved performance of the Truck Id dropdown.

===Accounts Receivable Module===

====A/R Aged Trial Balance====

:'''Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.'''

:'''Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.'''

====Cash Posting====

:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''

====Credit Card Pre-Approval====

:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)

====Job Price List====

:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.

====Job Price Maintenance====

:'''Now supports custom mix design by job (contact support if you need this feature.)'''

:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.

====Pre-Billing Audit List====

:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''

:Include fee paid in payment amount when ticket includes a payment with a fee.

====Print Invoices====

:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.

:Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)

====Products Maintenance====

:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''

====Sales Tax Rates Maintenance====

:'''Add "Geo State" and "Id" columns to the tax localities grid.'''

====Ticket Inquiry====

:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)

====Ticket Maintenance====

:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''

:When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.

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

====Cash Posting====

====Ticket Inquiry====

:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.

====Cash Posting Register====

====Cash Posting Register (Month End)====

:'''Add "Fee Amount" column with totals on the cash receipts register.'''

====Product Classes Maintenance====

====Products Maintenance====

:'''Add "Edit Mix Design by Job/Order" checkbox.'''

===Quote Module===

====Quote List====

:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)

===Accounts Payable Module===

====Email ACH Stubs====

:Change sort sequence of stubs in the grid to Vendor Id and Check Date.

===Cash Management Module===

====Transaction Entry====

:Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.

:Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.

===General===

====Company Database====

:'''Updated to version 28.17.'''

====System Database====

:'''Updated to version 7.0.'''

====Windows Client====

:'''User Alerts which displays important information at program startup.'''

:'''Consolidated Email, SMS and other options in the Contacts grid.'''

===Services===

====Application Server====

:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.

====Device Aggregator====

:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''

====Device Server====

:'''Send "Color Alias" to Keystone Batch.'''
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''

:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''

====KServer Loadout API v1====

:'''New Loadout API added.'''

----

[[Release Notes for Keystone 5.3.x]]

[[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]]

Release Notes for Keystone 5.3.x

2026-09-17T00:11:13Z

Pmorey: Created page with "__TOC__ NOTE: Items in '''bold type''' are NEW features. ==Release 5.3.3.0 - 7/31/2026== ===Dispatch Module=== ====Cash Payment Entry==== :'''Add support f..."

__TOC__

NOTE: Items in '''bold type''' are NEW features.

==Release 5.3.3.0 - 7/31/2026==

===Dispatch Module===

====Cash Payment Entry====

:'''Add support for Pay Class and Fee Paid.'''

====End Of Day====

:'''Changed "Check No." column to "Pay Class".'''

====Open Ticket Stack====

:'''Add Pay Class and Fee Paid as optional fields.'''

====Order Maintenance====

:'''Add "Ext Price" column to the Products grid.'''

:The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes.

:'''Display a mouse-over hint on the VOID checkbox in the History grid that shows the void reason AND the user that voided the ticket.'''

====Ticket Maintenance====

:'''Add Pay Class and Fee Paid fields to Payments tab.'''

====Ticket Printing====

:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''

====Truck Demand Graph====

:'''Now supports up to 10 "Demand Graph" tabs.'''

===Ticketing Module===

====End Of Day====

:'''Changed "Check No." column to "Pay Class".'''

====Order Maintenance====

:'''Add "Ext Price" column to the Products grid.'''

====Ticket Printing====

:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''

====Tickets Maintenance====

:'''Add Pay Class and Fee Paid fields to Payments tab.'''

===Accounts Receivable Module===

====Base Product Maintenance====

:'''New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.'''

====Credit Limit Report====

:UI Issue: "Credit Limit Threshold %" label text cutoff.

====Credit Review Report====

:'''When the "Minimum Avg Days Difference" is left blank, all invoices will now be included regardless of the "Avg Diff" value for the invoice. Enter zero in this box to exclude invoices with negative "Avg Diff" values (the previous behavior.)'''

====Customers List====

:UI Issues: Fix Report Type group box cutoff at the bottom with certain visual themes. Adjust height of Report Type group box when visual theme changed.

====Inventory Batch List====

:'''When printing a Physical Inventory batch, add "Ticket No." column to the report.'''

====Inventory Status Report====

:All quantity fields will now show four decimal places to match other inventory reports.

====Inventory Valuation Report====

:The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative.

====Invoice Register (Month End)====

:'''Add user checkbox to include the Email Status on the report.'''

====Open Ticket Stack====

:'''Add Pay Class and Fee Paid as optional fields.'''

====Payment Processor Remittance====

:'''New option added to the A/R Month End menu.'''

====Physical Inventory Entry====

:'''Add "Ticket No." column to product grid.'''

====Print Invoices====

:'''Add "Billing Plant Id" selection.'''

====Sales Tax Report (Month End)====

:Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.

====Open Ticket Stack====

====Ticket Maintenance====

:'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.'''

====Print Invoices====

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

:'''Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)'''

====Handwritten Invoice Entry====

====Ticket Inquiry====

====Ticket Maintenance====

:'''Add Pay Class and Fee Paid fields to Payments tab.'''

===Accounts Payable Module===

====Vendors Maintenance====

:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''

===Cash Management Module===

====Statement Reconciliation====

:This option can now only be opened once per user to prevent combining the same deposits twice. (Note that two different users could still potentially combine the same deposits.)

:Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.

===General===

====Company Database====

:Updated to version 28.11.

====Keystone Setup====

:'''Add "Keystone Cloud Tunnel" to the Service Applications list.'''

====Reports====

:When printing a value using one of the WRITTEN formats on a form, use thousand separators (i.e., 12345678 will be printed as 12,345,678.)

:Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once.

===Services===

====Application Server====

:'''Add warning for C/M transaction data errors related to online payments when upgrading the company database.'''

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

:'''Added orders endpoint.'''
:'''Rolled tickets endpoints into batchresults endpoints.'''

====KServer External Quadrel API v2====

:'''New API for Quadrel.'''

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

:'''Reworked endpoints.'''

:Fix performance issue with query in "ticketsbyjob" endpoint.

====KServer External SlabStack API v1====

:'''New API for Slabstack.'''

====KServer Keystone Online Back Office API====

:Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.

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

:'''Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.'''

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

:'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.'''

====KServer Dispatch API v2====

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

:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.

==Release 5.3.2.0 - 7/10/2026==

===Dispatch Module===

====Void Tickets====

:Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)

===Quote Module===

====Quote Maintenance====

:UI Issue: Widened Quote Id column to show the entire Quote Id.

===General===

====Windows Client====

:Fix exception "EFCreateError: Cannot create file--The process cannot access the file because it is being used by another process" when loading/saving custom grid layouts.

===Services===

====Device Aggregator====

:Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)

:Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started.

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

:Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.

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

:'''Add improved version of database event/version manager (coming soon.)'''

:'''Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.'''

==Release 5.3.1.0 - 7/2/2026==

===Dispatch Module===

====On Hand Inquiry====

:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
:UI Issue: Fix "Product Base" label so it isn't cutoff.

:'''Add F4 search to "Product Base" field.'''

====Order Maintenance====

:Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)

===Ticketing Module===

====On Hand Inquiry====

:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
:UI Issue: Fix "Product Base" label so it isn't cutoff.

:'''Add F4 search to "Product Base" field.'''

===Accounts Receivable Module===

====Products Maintenance====

:Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)

====Sales Tax Report (Month End)====

:Add checkbox option to "Include Tax for Begin Balance Invoices."

====Void Invoice====

:Fix exception "EOleException: Unsupported feature" when voiding an invoice (introduced in 5.3.)

====Cash Posting Register====

====Cash Posting Register (Month End)====

:Fix issue where the Bank Deposit would (sometimes) not be included in the A/R Cash Posting Register (introduced in 4.7.)

===Accounts Payable Module===

====Check Register (Month End)====

:'''Add "Session No." sequence option.'''

====Check Register====

====Check Register (Month End)====

:The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column.
:When printing the Summary report, the "Inv Bal" column is no longer printed.
:When printing the Detail report, the "Inv Bal" column is no longer totalled.

===General===

====Company Database====

:'''Updated to version 28.06.'''

====Windows Client====

:Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.

===Services===

====Application Server====

:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.

====Device Aggregator====

:'''When processing batch results, attempt to determine Load Date using associated Ticket Date, fall back to System Date if no associated ticket is found.'''

====Device Server====

:'''ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.'''

:'''Add "KServer" GPS status device.'''

====KServer External AICrete API v1.1====

:'''New AICrete API which uses Keystone Relay.'''

====KServer Keystone Online GPS API====

:'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.'''

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

:'''Add ability to send GPS status information to the Device Aggregator.'''

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

====KServer External AICrete API v1.1====

:Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.

==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]]

New Keystone Releases

2026-09-17T00:10:59Z

Pmorey:

__TOC__

NOTE: Items in '''bold type''' are NEW features.

==Release 5.3.3.0 - 7/31/2026==

===Dispatch Module===

====Cash Payment Entry====

:'''Add support for Pay Class and Fee Paid.'''

====End Of Day====

:'''Changed "Check No." column to "Pay Class".'''

====Open Ticket Stack====

:'''Add Pay Class and Fee Paid as optional fields.'''

====Order Maintenance====

:'''Add "Ext Price" column to the Products grid.'''

:The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes.

:'''Display a mouse-over hint on the VOID checkbox in the History grid that shows the void reason AND the user that voided the ticket.'''

====Ticket Maintenance====

:'''Add Pay Class and Fee Paid fields to Payments tab.'''

====Ticket Printing====

:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''

====Truck Demand Graph====

:'''Now supports up to 10 "Demand Graph" tabs.'''

===Ticketing Module===

====End Of Day====

:'''Changed "Check No." column to "Pay Class".'''

====Order Maintenance====

:'''Add "Ext Price" column to the Products grid.'''

====Ticket Printing====

:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''

====Tickets Maintenance====

:'''Add Pay Class and Fee Paid fields to Payments tab.'''

===Accounts Receivable Module===

====Base Product Maintenance====

:'''New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.'''

====Credit Limit Report====

:UI Issue: "Credit Limit Threshold %" label text cutoff.

====Credit Review Report====

:'''When the "Minimum Avg Days Difference" is left blank, all invoices will now be included regardless of the "Avg Diff" value for the invoice. Enter zero in this box to exclude invoices with negative "Avg Diff" values (the previous behavior.)'''

====Customers List====

:UI Issues: Fix Report Type group box cutoff at the bottom with certain visual themes. Adjust height of Report Type group box when visual theme changed.

====Inventory Batch List====

:'''When printing a Physical Inventory batch, add "Ticket No." column to the report.'''

====Inventory Status Report====

:All quantity fields will now show four decimal places to match other inventory reports.

====Inventory Valuation Report====

:The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative.

====Invoice Register (Month End)====

:'''Add user checkbox to include the Email Status on the report.'''

====Open Ticket Stack====

:'''Add Pay Class and Fee Paid as optional fields.'''

====Payment Processor Remittance====

:'''New option added to the A/R Month End menu.'''

====Physical Inventory Entry====

:'''Add "Ticket No." column to product grid.'''

====Print Invoices====

:'''Add "Billing Plant Id" selection.'''

====Sales Tax Report (Month End)====

:Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.

====Open Ticket Stack====

====Ticket Maintenance====

:'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.'''

====Print Invoices====

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

:'''Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)'''

====Handwritten Invoice Entry====

====Ticket Inquiry====

====Ticket Maintenance====

:'''Add Pay Class and Fee Paid fields to Payments tab.'''

===Accounts Payable Module===

====Vendors Maintenance====

:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''

===Cash Management Module===

====Statement Reconciliation====

:This option can now only be opened once per user to prevent combining the same deposits twice. (Note that two different users could still potentially combine the same deposits.)

:Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.

===General===

====Company Database====

:Updated to version 28.11.

====Keystone Setup====

:'''Add "Keystone Cloud Tunnel" to the Service Applications list.'''

====Reports====

:When printing a value using one of the WRITTEN formats on a form, use thousand separators (i.e., 12345678 will be printed as 12,345,678.)

:Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once.

===Services===

====Application Server====

:'''Add warning for C/M transaction data errors related to online payments when upgrading the company database.'''

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

:'''Added orders endpoint.'''
:'''Rolled tickets endpoints into batchresults endpoints.'''

====KServer External Quadrel API v2====

:'''New API for Quadrel.'''

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

:'''Reworked endpoints.'''

:Fix performance issue with query in "ticketsbyjob" endpoint.

====KServer External SlabStack API v1====

:'''New API for Slabstack.'''

====KServer Keystone Online Back Office API====

:Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.

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

:'''Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.'''

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

:'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.'''

====KServer Dispatch API v2====

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

:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.

==Release 5.3.2.0 - 7/10/2026==

===Dispatch Module===

====Void Tickets====

:Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)

===Quote Module===

====Quote Maintenance====

:UI Issue: Widened Quote Id column to show the entire Quote Id.

===General===

====Windows Client====

:Fix exception "EFCreateError: Cannot create file--The process cannot access the file because it is being used by another process" when loading/saving custom grid layouts.

===Services===

====Device Aggregator====

:Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)

:Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started.

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

:Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.

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

:'''Add improved version of database event/version manager (coming soon.)'''

:'''Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.'''

==Release 5.3.1.0 - 7/2/2026==

===Dispatch Module===

====On Hand Inquiry====

:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
:UI Issue: Fix "Product Base" label so it isn't cutoff.

:'''Add F4 search to "Product Base" field.'''

====Order Maintenance====

:Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)

===Ticketing Module===

====On Hand Inquiry====

:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
:UI Issue: Fix "Product Base" label so it isn't cutoff.

:'''Add F4 search to "Product Base" field.'''

===Accounts Receivable Module===

====Products Maintenance====

:Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)

====Sales Tax Report (Month End)====

:Add checkbox option to "Include Tax for Begin Balance Invoices."

====Void Invoice====

:Fix exception "EOleException: Unsupported feature" when voiding an invoice (introduced in 5.3.)

====Cash Posting Register====

====Cash Posting Register (Month End)====

:Fix issue where the Bank Deposit would (sometimes) not be included in the A/R Cash Posting Register (introduced in 4.7.)

===Accounts Payable Module===

====Check Register (Month End)====

:'''Add "Session No." sequence option.'''

====Check Register====

====Check Register (Month End)====

:The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column.
:When printing the Summary report, the "Inv Bal" column is no longer printed.
:When printing the Detail report, the "Inv Bal" column is no longer totalled.

===General===

====Company Database====

:'''Updated to version 28.06.'''

====Windows Client====

:Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.

===Services===

====Application Server====

:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.

====Device Aggregator====

:'''When processing batch results, attempt to determine Load Date using associated Ticket Date, fall back to System Date if no associated ticket is found.'''

====Device Server====

:'''ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.'''

:'''Add "KServer" GPS status device.'''

====KServer External AICrete API v1.1====

:'''New AICrete API which uses Keystone Relay.'''

====KServer Keystone Online GPS API====

:'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.'''

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

:'''Add ability to send GPS status information to the Device Aggregator.'''

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

====KServer External AICrete API v1.1====

:Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.

==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 5.3.x]]

[[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]]

Custom Mix Designs by Job/Order

2026-09-16T19:18:39Z

Pmorey:

Keystone 5.4 and higher support job and order specific (custom) mix designs.

NOTE: For a particular mix product to support job/order specific mix designs, you must check the "Edit Mix Design by Job/Order" field in Product Maintenance.
[[Product Maintenance|Click here for more details.]] 

==Job Price Maintenance==

 
When a job contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[Image:Custom Mix 2.png]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing job specific changes to be made:
[[Image:Custom Mix 3.png]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that a job specific mix design has been specified:
[[Image:Custom Mix 4.png]]

IMPORTANT: When a ticket is generated that refers to this job, the job specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

==Dispatch Order Maintenance==

 
When an order contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[Image:Custom Mix 7.png]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing order specific changes to be made:
[[Image:Custom Mix 8.png]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that an order specific mix design has been specified (see Job Price Maintenance above.)

IMPORTANT: When a ticket is generated for this order, the order specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/order specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

Keystone 5 New Features

2026-09-16T17:22:29Z

Pmorey: /* Job/Order Custom Mix Designs */

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

[[Media:Keystone New Features 5.0 thru 5.4.pdf|Click here to download the PDF version.]]

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance. [[Product Maintenance|Click here for more details.]]
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

===Ticket COD Payments===
*Pay Class is required when entering a ticket COD payment. [[Media:NEW Credit Card process with COD.pdf|Click here for more information.]]

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Accuracy===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided. [[AR Pay Class Maintenance|Click here for more details.]]

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
====AICrete====
====Giatec====
====Quadrel====
====Salesforce====
====SalesInsight====
====Slabstack====
====Stonemont====
*Please contact support for more information.

Product Maintenance

2026-09-16T17:21:09Z

Pmorey:

:Billing and Accounts Receivable
::File Maintenance

==About This Program==
Product Maintenance is a standard [[File Maintenance Program]] used to maintain products in Keystone. Products in Keystone can be standard selling products, assembly products including concrete mix designs, and components including concrete ingredients.

==Updates==
===Job/Order Custom Mix Design support===

Keystone 5.4+ supports job and order specific mix designs.
Product Maintenance has a new field "Edit Mix Design by Job/Order" that must be checked for a mix product before custom mix designs can be entered:

[[Image:Custom Mix 1.png]]

==Using this Program==

[[Image:ArtProdMntIng.png]]

===Key Fields===
*'''Product Base:''' specifies the part of the product specific to the product,e.g. if a product code at plant 2 is 38C-02, the product base would be 38C. This is essential for cross shipping capability in Dispatch.
*'''Plant ID:''' The home plant for this product. Dispatch, Ticket Printing and Ticket Maintenance limit selection of products for a ticket based on this value.
*'''Product Class:''' is the key selection value for product and sales reports, and also used for special pricing capability.
*'''Auto Qty:''' See Below
*'''Default Qty:''' See Below
*'''Product Type:'''
**'''Concrete Mix:''' Identifying as mix is essential for proper dispatch handling
**'''Ingredient:''' for ingredients of a concrete mix
**'''Aggregate:''' Aggregate sold to directly to customer. When aggregate is used in a mix it is type Ingredient with a Ingredient Type of Course or Fine Agg.
**'''Delivery:''' Rarely used - for special handling of delivery products. (Do not use this unless instructed to do so)
**'''Add-On Admixture:''' Sale component to selling an Admixture. This price is rolled into mix prices for KPIs and other reports.
**'''Add-On Delivery:''' Delivery Charges. This price is rolled into mix prices for KPIs and other reports.
**'''Other:'''

*'''Ingredient Type:''' Used for ingredients of a concrete mix. See Below
**'''Cement'''
**'''Course Aggregate'''
**'''Fine Aggregate'''
**'''Water'''
**'''Admixture'''

*'''Stocked:''' This controls whether inventory should be maintained on this product.
*'''Sellable:''' Indicates a product can be sold. Can be used to indicate a product is strictly an ingredient or compenent used for costing and inventory purposes.
*'''Price Rollup:''' is a special feature where an item, such as transportation, can be entered separately on tickets, but rolled into another product for tickets and invoicing.
*'''Dispatch Export:''' Product should be exported to detached dispatch system. Not needed for online dispatch or Keystone Ticket Printing.
*'''Order Req OK:''' Product should be on primary selection lists in the Keystone Online Order Request system.
::For mixes this will be a primary dropdown
::For Add-on products with automatic product configured this will be a check box (e.g. Fibermesh)
::For "Other" products this will be a dropdown on a secondary grid. (e.g. expansion joint)

*'''U/M:''' Default Unit of Measure used for inventory and sales. NOTE: items such as concrete aggregates are typically set to TN for a primary u/m and then set to LB on the mix design tab.
*'''List Price:''' Default Selling Price.
*'''Std Cost:''' Standard cost for purchasing this item. NOTE: for assemblies, such as concrete mixes, this can be calculated by using [[Product Cost Rollup]]
*'''Std Disc:''' Standard Discount.
*'''Sales G/L:''' Sales G/L account number.
*'''UPC:''' Alternate code that can be used for the product by bar code scanners (or just by typing).
*'''Specific Gravity:''' This is used extensively to determine yield of product when creating mix designs. It also can be used for the translation of quantities between volume and weight units of measure (e.g. Gallons to Pounds).
*'''Mix Design U/M:''' The default u/m to use when this product is added to a mix design. e.g. an admixture may be stored in gallons, but the mix design u/m could be set to OZ or /C (per hundred weight).
*'''Batch U/M:''' Only use this when the mix is sold in a different u/m than the batch control expects. This will trigger a conversion of quantities.

Accounts used by Inventory Reconciliation:
*'''Cost of Sales G/L:''' Used for sales cost report and to generate transactions when running inventory reconciliation.
*'''A/P Clearing G/L:''' Used for Inventory Transfer AND for sites that match non-PO purchases to A/P purchases (rarely used process).
*'''Production In G/L:''' Used for Inventory production to track the In cost from lower level components.
*'''Production Out G/L:''' Used for Inventory production to track the Out cost from higher level assemblies.
See: '''Inventory Reconciliation''' for more details on Inventory G/L accounts.

==Auto Qty and Default Qty==
The Auto Qty and Default Qty Fields are essential for making data entry easy and accurate whenever entering ticket and order information. Programs including Ticket Maintenance, Dispatch Order Maintenance, Ticket Printing Order Maintenance and Ticket Printing establish default quantities based on these settings.

Auto Qty Values:
*'''Yes:''' Set the quantity of the Ticket (Order) to the value in Default Qty field. This quantity will apply to each ticket on an order. This is commonly used for transportation charges that apply to each ticket on an order.
*'''No:''' Enter the quantity manually
*'''Bring Down:''' Match the quantity of the main product. (Typically used for admixes and per load charges, e.g. Calcium by the yard or delivery by the TN)
*'''Order Quantity:''' The amount entered as the order amount should be used for each ticket. Useful for transporation by the hour. (infrequently used) This is very similar to the "YES" setting except the quantity is specified in the order.
*'''Order Remaining:''' Useful for items such as expansion joint, rebar, brick, block and hardware items AND good for once per order transportation costs such as Short Load Charges. For products with this setting, when the order quantity is specified it is assumed to go on the next ticket. If some of it is not taken the remain balance is assumed to go on the next ticket. (For example assume 10 expansion joints are ordered... The first ticket default to a qty of 10. If this were overridden to 8 the next ticket would default to 2)
**In Ticket Printing, use the balance of the order on the ticket. If less is shipping, the user will lower the amount, and the balance ships on the next ticket.
**In dispatch, the lower of the order '''Load Size''' or the remaining balance will ship.
*'''Mix Multiplier:''' Multiply the product's Default Qty * Order Qty. Useful for items like Color

==See Also==
*[[Creating Mix Designs]]

File:Custom Mix 1.png

2026-09-16T17:19:00Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

Keystone 5 New Features

2026-09-16T17:16:57Z

Pmorey: /* Dispatch */

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

[[Media:Keystone New Features 5.0 thru 5.4.pdf|Click here to download the PDF version.]]

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

===Ticket COD Payments===
*Pay Class is required when entering a ticket COD payment. [[Media:NEW Credit Card process with COD.pdf|Click here for more information.]]

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Accuracy===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided. [[AR Pay Class Maintenance|Click here for more details.]]

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
====AICrete====
====Giatec====
====Quadrel====
====Salesforce====
====SalesInsight====
====Slabstack====
====Stonemont====
*Please contact support for more information.

File:NEW Credit Card process with COD.pdf

2026-09-16T17:16:28Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

AR Cash Posting

2026-09-16T17:13:55Z

Pmorey:

:Billing & Accounts Receivable
::Accounts Receivable

==About This Program==
Use Cash Posting to enter payments and other credits to customer accounts. You can post manually to individual invoices, and/or use Keystone features to
*Post payments to invoices automatically.
*Post open credits to invoices automatically.
*Award paid-on-time discounts automatically.
You can also apply allowances to invoices. Allowances are adjustments such as waiver of service charges, delivery damage or bad debt. You may also use Cash Posting in Recovery procedures for situations such as bounced checks and errors on invoices. See [[A/R Recovery and Contingency Procedures]]

===General Ledger Transactions===
{| border="1" cellspacing="0" cellpadding="5" align="RIGHT"
!When you post
!Debits to
!Credits to
|-
| Cash||Cash||A/R
|-
| Discount
|Discounts
|A/R
|-
| Allowance
|Allowances
| A/R
|-
| Open Credit
|Cash
|A/R
|-
|}
If you have the General Ledger Interface, Cash Posting activity will create transactions. For all posting actions Keystone generates a General Ledger transaction: a credit to A/R and a debit to the account posted. Keystone sends these actions to A/R Distributions. The following table summarizes the debits and credits generated by cash posting actions.

===Cash Management Transactions===
Cash Posting activity also updates the cash accounts of the Keystone Cash Management system. Keystone posts all cash posted during a session to each Cash G/L account as a deposit transaction to the corresponding bank account. For more information see Keystone Accounting Cash Management.

==Updates==

===Pay Class Required===
Starting in Keystone 5.4, a Pay Class is required before posting.

[[Media:New Cash Posting Guide.pdf|Click here to download a PDF guide.]]

Here is an example of the pay class "CC" (credit card) which illustrates the new Running Totals layout and the automatic credit card fee calculations:
[[Image:Cash Posting with Pay Class.png]]

===Allowance Tax Handling===
Starting in Keystone 2.3, the handling for allowances has changed to allow for finer control of allowances that have tax adjustments.

When applying an allowance, the program will handle allowances diffently based on the allowance Tax Adjustment method setup in [[AR Allowance Class Maintenance | Allowance Class Maintenance]].
[[Image:ArCshPostAll.png|RIGHT]]

Tax Adjustment Method:
*'''No:''' This is handled as in previous versions. No tax information is affected. {For systems with Sales Tax based on collections, this is treated the same as a cash payment.)
*'''Tax Only:''' The amount of the allowance is treated as 100% tax. The system will prevent you from allowing out more tax than exists on the invoice. This amount will be reflected on the sales tax adjustment report.
*'''Percentage:''' This is used to write off part of an invoice, and reduce tax at the same time. You can specify the amount of tax to apply. This gives you the ability to write off both taxable and exempt portions of an invoice at the same time. For example, if you were to write off $106 taxable ($100 sale taxed at 6%) and $50 exempt, you could post a $156.00 allowance consisting of $6.00 of tax.

=Using This Program=

==Using the Cash Posting Screen==
The Posting window has two sections. The top section shows customer and payment information. The bottom section contains a data grid of invoices to which you can post payments, discounts and allowances.

Keystone displays the information in the top section for verification– you can’t change it here. The running totals at top right will change automatically as you post.

===Receiving Payments===
To receive a payment, bring up the appropriate customer account and enter the check number and amount. The check amount will immediately show up as the Amount Remaining in the running totals. To complete the cash posting session , you must post the entire Amount Remaining to invoices. Repeat the following steps until Amount Remaining shows 0.00:
#Move the highlight to the invoice you want to post to.
#Press F5, F6, F7 or F8 to Post Cash, Discount, Allowance or Open Credit (see below).
#Correct (if necessary) the amounts posted and press F2.

===Automatic Posting===

Often we want to apply cash receipts simply to invoices in turn, starting with the oldest. Keystone can accomplish this simple procedure automatically, without having to select and post to each invoice.
#Enter all check information.
#Enter a Job Id if the money is to be applied to one job only.
#If negative (credit) balances should be reduced to zero and added to the check amount, check the Pick Up Credits box.
#Click on “AUTO POST”.
#In the Auto Post Options window (see below) select the appropriate discount and selection options and press F2.

===Picking up Credits===
Credit balances may occur on open credits, adjustment (negative) invoices or overpaid invoices. The process of posting negative cash to credit balances is known as picking up the credits, and can be done either by posting to the individual invoices or by auto-posting with the Pick Up Credits box checked.

===Invoice Drill-down===
The same invoice drill-down capability is available here as on the A/R Inquiry screen. You may view the full detail behind an invoice by double-clicking the invoice or pressing F9 while you select the invoice. A window comes up displaying all tickets billed on the invoice and all payments posted to the invoice. Keystone shows tax and invoice subtotals at the bottom. See A/R Inquiryfor more information.

===Cash Posting Fields===

;Customer Id
:(Index field) Select a customer or find an invoice by number. Type in a Customer Id, use the dropdown, or press F4 to search by customer name or invoice number.
;Check No.
:Customer’s check number. If credit card payment, enter “CC” or the abbreviation for the specific card (MC, VI, AX, etc.).
;Check Amount
:The amount of the check.
;Job Id
:Enter a Job Id to select only invoices for a particular job.
;Posting date
:The date at which transactions will be posted.
;Cash G/L
:The cash account to which this check will be deposited.
;Bank No.
:(optional) Id number of bank on which check is drawn. If credit card payment, enter the authorization number.

;Show Paid Invoices
:Check this box to include fully paid invoices in the invoice grid.
;Running Totals
;Cash
:Total cash posted to invoices in this session.
;Discounts
:The total discounts given to this customer in this session.
;Allowances
:The total allowances given to this customer in this session.
;Amount Remaining
:The amount of cash you have left to post to invoices. Keystone will not allow you to apply the posted payments until the Amount Remaining reaches zero.

====Invoice Grid====
Each line of the invoice grid displays one invoice, in order by invoice date.

;Inv No.
:Invoice number. Service charges appear with invoice number of 0 (see Apply Service Charges, page 89).
;Inv Date
:Invoice date.
;Job Id
:Job name. Service charges have “SERVICE CHARGE” as the Job Id.
;Debit Amt
:Actual amount charged on invoice.
;Credit Amt
:The total of cash payments, allowances, and discounts already applied toward the invoice balance.
;Invoice bal
:The invoice amount minus the credit amount.
;Discount
:Paid-on-time discount originally offered on the invoice
;Valid Until
:Expiration date of paid-on-time discount offer.
;Last Ck #
:Check number of most recent payment applied to invoice.
;Last Paid
:Date of most recent payment applied to invoice.
;Cumul. Bal.
:The customer’s A/R balance up to and including this invoice.

====Posting Windows====
When you post cash, discount or allowance by using the F-keys or buttons, a small window comes up to accept options and amounts.
Auto Post Options Window
The auto post option can save you work by allowing you to post a check to many invoices in one step. Keystone applies the money to invoices in order until depleted or there are no more invoices.

====Auto Post Option====

;Post To
;All Invoices
:Apply money to all invoices in customer account.
;Selected Invoices
:Apply money to selected invoices only. To select more than one invoice, hold down the Ctrl key and click on the invoices, or hold down the shift key and use the up- and down-arrow keys.
;Allow Discounts
;;For All
:Post all available discount to all auto-posted invoices.
;;For None
:Post no discounts to auto-posted invoices.

;If Invoice Date Is On Or After
:Post discounts only to eligible invoices, based on the invoice date.
If Discount Date Is On Or After Post discounts only to eligible invoices, based on the invoice’s discount (Valid Until) date.

====Cash and Discount Windows====
By default Keystone posts just enough cash to pay off the invoice, after deducting the discount. The Post Discount window is identical to the Post Cash window, except Cash Amount is not included.

;Discount Available
:The largest amount of discount the customer can get on this invoice, if paid on time.
;If Paid By
:The customer must pay invoice by this date to earn the Discount Available.
;Discount Given
:The amount of discount already applied to this invoice.
;Discount Amount
:The amount of discount you want to give (default: Discount available - Discount Given, if Posting Date is before "If Paid By" date). To give the amount of discount the customer would get under their credit terms, just press Enter to accept the default.
;Cash Amount
:(only in Cash Posting Window) The amount of cash you want to apply to this invoice (default: invoice amount - Discount Amount, or Amount Remaining, whichever is less)

Press F2 to accept the Cash and Discount Amounts, or ESC to cancel the posting operation. Keystone deducts the cash amount from Amount Remaining, and adds the total of cash and discount to the credit amount for the highlighted invoice.

File:New Cash Posting Guide.pdf

2026-09-16T17:13:10Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

Keystone 5 New Features

2026-09-16T17:12:19Z

Pmorey:

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

[[Media:Keystone New Features 5.0 thru 5.4.pdf|Click here to download the PDF version.]]

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Accuracy===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided. [[AR Pay Class Maintenance|Click here for more details.]]

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
====AICrete====
====Giatec====
====Quadrel====
====Salesforce====
====SalesInsight====
====Slabstack====
====Stonemont====
*Please contact support for more information.

Keystone 5 New Features

2026-09-16T17:11:10Z

Pmorey:

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

[[:File:Keystone New Features 5.0 thru 5.4.pdf|Click here to download the PDF version.]]

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Accuracy===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided. [[AR Pay Class Maintenance|Click here for more details.]]

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
====AICrete====
====Giatec====
====Quadrel====
====Salesforce====
====SalesInsight====
====Slabstack====
====Stonemont====
*Please contact support for more information.

File:Keystone New Features 5.0 thru 5.4.pdf

2026-09-16T17:10:20Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

Keystone 5 New Features

2026-09-16T15:30:25Z

Pmorey:

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Accuracy===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided. [[AR Pay Class Maintenance|Click here for more details.]]

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
====AICrete====
====Giatec====
====Quadrel====
====Salesforce====
====SalesInsight====
====Slabstack====
====Stonemont====
*Please contact support for more information.

AR Pay Class Maintenance

2026-09-16T15:28:32Z

Pmorey:

:Accounts Receivable
::File Maintenance

==About==

'''Pay Class Maintenance''' is used to create and edit Pay Classes for the A/R and Billing System.
NOTE: These pay classes are setup by default: ACH, CASH, CC, CHECK, DEBIT, UNKNOWN

[[Image:Pay Class Maintenance.png]]

==Using the Program==
===Important Fields===
:'''Pay Type:''' The following pay types are supported: None, ACH Xfr, Credit Card, Check, Cash, Debit Card
:'''Cash GL:''' Specifies the Cash G/L account for this pay class
:'''Fee Income %:''' Used to calculate a percentage fee for payments using this pay class
:'''Fee Income Base:''' Adds a flat (base) fee for payments using this pay class
:'''Fee Income GL:''' Specifies the Fee Income G/L account for this pay class
:'''Plant/Div GL:''' Allows for plant/division specific G/L accounts for Cash and Fee Income

File:Pay Class Maintenance.png

2026-09-16T15:21:26Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

ARFMPAYCL

2026-09-16T15:18:23Z

Pmorey: Redirected page to AR Pay Class Maintenance

#REDIRECT [[AR Pay Class Maintenance]]

AR Pay Class Maintenance

2026-09-16T15:17:53Z

Pmorey: Created page with "Coming soon."

Coming soon.

ARFMNUCSH

2026-09-16T15:17:02Z

Pmorey: Redirected page to AR Cash Posting

#REDIRECT [[AR Cash Posting]]

Dispatch Order Maintenance

2026-09-16T15:13:06Z

Pmorey: /* About This Program */

:Dispatch

==About This Program==

'''Dispatch Order Maintenance''' is used to create and edit customer orders for the Dispatch System.

==Updates==
===Order Specific Mix Design===
Starting in Keystone 5.4, an order specific mix design may be specified for an order.
[[Custom_Mix_Designs_by_Job/Order|Click here for more details.]]
 
[[Image:Custom Mix 8.png]]

==Using This Program==

'''NOTE:''' In Keystone version 2.3.4, the presentation and handling of '''Load Size''' has been moved from the Order Body into the detail grid. This will provide a more logical way to setup orders and more control over the additionsl products on an order.

[[Image:DiOrdMaint.png]]

===Main Order Data Fields===
*'''Plant Id:''' The primary delivery plant is specified in this field. Other plants may be used to dispatch this order as well.
*'''P.O.:''' Purchase Order numbers should be entered here. Note: If a specially-priced job has a PO assigned, this number will automatically be assigned when the Job Id is specified. This field can also be used for Lot #’s for customers desiring separate invoices for each lot within a development.
*'''Delv. Date:''' Enter the delivery date in this field. Delivery Dates can be entered for today or any point in the future. Any attempt to date an order in the past will generate a warning.
*'''Time:''' Enter the first on-site time for this order. Keystone Dispatch will automatically calculate the batch time based on other fields entered later. The time field uses military time (eg: 3:00pm is 1500), and should be entered as a number without any punctuation.
*'''Zone:''' This field indicates the delivery zone for the order.
*'''Zone Time:''' This field receives its default value from the entry made in the Zone field, however may be overridden.
*'''Usage Type:''' The type of pour greatly influences the time an order requires. Usage Type indicates the type of pour, and builds the discharge rate into the time estimations.
*'''Unload Time:''' This field receives its default value from the entry made in Usage Type, however may be overridden.
*'''Spacing:''' This value represents how often a new should be sent to the job. If this field is left blank, Keystone Dispatch will adopt a one-at-a-time dispatch schedule, only sending out a truck when the last truck returned.
*'''Slump:''' If a specific slump is required, or needs to be printed, enter the slump here.
*'''Truck Type:''' For plants with both front and rear discharge mixers, this field can be used to specify a preferred mixer type.
*'''Order Status:''' Open is the default order status for any current order.
**Closed orders are orders which will not receive any more loads.
**Completed status is assigned by End-Of-Day processing when an order’s delivered quantity matches or exceeds the ordered quantity.
**Cancelled status is for orders which are cancelled prior to receiving any material.
**Hold status represents orders which are not currently shipping, but are expected to resume.
*'''C.O.D.:''' The COD flag is automatically set for any COD customers. This automatically triggers the printing of prices on the delivery ticket. In addition, these delivery tickets will not be subject to office re-pricing.
*'''Plus:''' When an order ships enough material to match the quantity ordered, it is no longer displayed on the order stack. By flagging an order as a plus order, it indicates that the quantity ordered is more of an estimate, and these orders will remain on the schedule.
*'''W/C:''' This field is used to indicate WILL CALL orders. Will Call orders appear on the schedule screen with a status indicating that it is not a firm order.
*'''Roll Forward:''' Most orders entered into Keystone Dispatch are for a single day. At the end of the day, even if not completed, the orders disappear from the schedule screen. Roll Forward orders stay on the schedule screen until their delivery quantity is met, whether that takes an extra day or an extra month.
*'''Print Prices:''' Checking this box triggers the printing of prices on the delivery ticket. Note: Some installations are set to automatically print prices on all tickets.
*'''Print Weights:''' Checking this box triggers the printing of batch weights on the delivery ticket. Note: Some installations are set to automatically print batch weights on all tickets.
*'''Phone:''' This field contains the customer’s phone number. It can be changed to an on-site cell phone number if desired.
*'''Contact:''' This field contains the customer’s contact name. It can be changed to the on-site foreman if desired.
*'''Lot:''' This field is used for lot numbers for large development projects. In Keystone Accounting, the priority for invoices is Job Id, PO #, Lot and Block. If there is no PO # associated with a job, it is recommended that the Lot be used in the PO # field.
*'''Block:''' This field tends to be used instead of Lot #, and is used for large development projects such as shopping centers or single-structure, multiple-housing units.
*'''Tax Auth:''' This contains the Tax Jurisdiction where the job is located. While most jurisdictions levy sales taxes based on the delivery location, some are based on the plant location.
*'''Slspn:''' This field contains the salesperson code.
*'''Order Color:''' This color will show up in the Order ID field on the Dispatch screen to indicate special status, such as "Rain or Shine", or "High Priority." Hit the elipse (...) box to the right to add or edit the color list.
*'''Balance:''' This field is maintained by Keystone Dispatch and contains the running dollar balance of the order. Note: Tickets are subject to change during billing, so it is not recommended to quote this number to customers as the current balance.

===Product Detail Tab===

*'''Product Id:''' Enter the product(s) to be shipped in this field.
*'''Description:''' The product description is filled in from the product code. Any description can be overridden, with the overridden text appearing on the ticket and invoice. This is especially useful for customer who wish to see something unusual (such as cement content) on the description without having to create a special product.
*'''U/M:''' The Unit of Measure field is filled in from the product code.
*'''Qty Ord:''' This field contains the quantity ordered for individual products. Some products such as a fuel surcharge or an off-hour delivery fee are assessed per load, in which case the quantity ordered will be 1.
*'''Load Size:''' This is the default load size for each order. Each order can be overridden as needed, however the assumption is that each load will be the size specified here.
*'''Qty Delv:''' This field contains the quantity delivered so far. Keystone Dispatch automatically updates this value.
*'''Unit Price:''' This is the unit price for the material. This price can vary by customer and job. Note: The price may not appear on all systems.
*'''Unit Disc:''' This is the per-unit discount for the material based on prompt payment.
Note: The price may not appear on all systems.
*'''Tax:''' This field indicates if a product or service is taxable. A value of “Y” indicates sales tax will be assessed on the product/service. A numeric code (1 – 9) indicates there is no sales tax for that line.

====Load Size Handling====
The Load Size field on the Product Detail grid allows you to control how much material is set to go on each ticket. The '''Auto Qty''' and '''Default Qty''' fields in [[Product Maintenance]] greatly impact how Qty Ord and Load Size work.

Auto Qty Values:
*'''Yes:''' Set the quantity of the Ticket (Order) to the value in Default Qty field.
*'''No:''' Defaults to the same behavior of Order Remaining.
*'''Order Remaining:''' The lower of the '''Load Size''' or the remaining balance will ship. e.g. if you have an Order Qty of 45, and a load size of 20, the system would ship 2 tickets of 20, and a third with 5. This is useful for items such as expansion joint, rebar, brick, block and hardware items.
*'''Bring Down:''' Match the quantity of the main product. (Typically used for admixes and per load charges, e.g. Calcium by the yard or delivery by the TN)
*'''Order Quantity:''' The amount entered as the order amount should be used for each ticket. Useful for transporation by the hour. (infrequently used)

===Delivery Info Tab===
This tab is used for delivery information. The Ship To fields are used for invoicing, while the Delivery Instructions are directions to the job site.
The Comments and Notes section are used for extra space that may be included on delivery tickets on request.

===Dispatch Warning Tab===
Any entries made in here will pop-up as soon as any attempt is made to dispatch a load on the order. This can be used for important delivery instructions, changes required (additives on certain loads, etc.) or any other critical piece of information for the dispatcher.
The Show Dispatch Warning checkbox allows enabling/disabling the warning without having to clear any warning already in place.

===Times Tab===
[[Image:DIOrdMaint Time.png]]

The times tab is used as the basis for calculating the timing of events for this order. All the times on this tab will use the default values established for the plant, but may be overridden if necessary here.

*'''Batch Setup/Batch Load:''' These 2 times are combined to calculate the total time to batch. For example, if set to 4 Mins per load and 25 Secs/yd, then a 1 yard load would take 4:25, and a 10 yard load would take 8:10 (4 Minutes + 250 Seconds).
*'''Plant Wash:''' Time to wash truck at plant after batching.
*'''Job Setup:''' Time to setup after arriving on job site.
*'''Job Wash:''' Time required to wash at job site after pouring.

===Notes Tab===
The notes tab is a free-form box which can be used to take notes about the order. None of the information on the tab will be displayed on any delivery screens or tickets.

===History Tab===
The history of each order’s shipments is contained on the history tab. It contains the ticket number, date and time of each dispatched load. If a ticket is later voided, a checkbox to the right indicates the voided status.
Until end of day processing, the Dispatcher can edit any non-voided ticket by double-clicking on the ticket number.

===Events Tab===
Any time an order is changed, the events tab logs it. In the example to the right, the load size was changed from 0 to 9 by Jeff at 11:19. Two minutes later, the order quantity was changed to 20 yards.
Several hours later, Javier apparently noticed an incorrect price in the order, and changed it from $69.00 to $68.00.
This logging takes place automatically. The Order Audit Trail report can be run to track all order events.

===Loads Tab===
[[Image:DiOrdMaint LD.png]]

When an order is saved, Keystone Dispatch projects the individual loads required to fill the order. In the example to the right, a 26 yard order was entered with a maximum load size of 9 cubic yards at 45 minute intervals beginning at 6:00. Keystone Dispatch determined that three loads were necessary, and set the load size and schedule as shown.

===GPS Tab===

This tab shows the Latitude and Longitude as well of the radius for the order. This is normally established automatically by the GPS system.

===Warnings Tab===
The Warnings tab contains messages generated by Keystone Dispatch alerting the user of changes or unusual settings.

===Control Buttons / Function Keys===
*'''F5''' Comment
This button is only highlighted while entering data in the products tab. This allows the dispatcher to enter comments in the product area of the delivery ticket.
*'''Reprice'''
Clicking this button reprices the delivery ticket based on the latest pricing available for the product, customer or job. This is especially useful when copying old orders.
*'''Copy Order'''
This button allows the dispatcher to bring the same order information from one day to another or one customer to another without re-keying and while allowing changes.
After bringing up the order to be copied and hitting the Copy Order button the screen to the right appears allowing the dispatcher to choose the customer to copy the order to.
The order is then copied, and the dispatcher can make changes as necessary before saving it.

[[Image:DiOrderCopy.png]]

Optionally you can click the Advanced button to select which fields are copied.

[[Image:DiOrderCopyAdv.png]]

'''Note:''' It is recommended that the dispatcher click the REPRICE button after copying an order if the prices may be subject to change from the original order.

New a/o Keystone 3.1.9
Keystone supports copying orders to multiple days.
Click the first date on the calendar to copy the order to.
Hold the SHIFT key and click the last date on the calendar to select a range of dates.
Hold the CTRL key and click a date on the calendar to select non-consecutive dates.

[[File:DiOrderMultiDayCopy.png]]

*'''F3''' Delete
The Delete button erases the order from the system completely. Once a load is shipped on an order, it cannot be deleted and should instead have its status changed.
*'''F12''' Print
This button prints a summary of the order, with product information, delivery instructions and estimated times.
Note: The layout of this print-out can be customized if necessary.
*'''Recalc'''
When an order is entered and saved, Keystone Dispatch projects the loads necessary to complete the order.
If changes are made to the quantity ordered or load sizes, this can change the number of loads required to complete the job.
This button is used to recalculate the projected loads to complete the order.
*'''F2''' OK
This button saves all changes.
*'''Cancel'''
This button cancels changes made to the existing order, or cancels the entire order if it had not already been saved.

Dispatch Order Maintenance

2026-09-16T15:12:32Z

Pmorey:

:Dispatch

==About This Program==

==Updates==
===Order Specific Mix Design===
Starting in Keystone 5.4, an order specific mix design may be specified for an order.
[[Custom_Mix_Designs_by_Job/Order|Click here for more details.]]
 
[[Image:Custom Mix 8.png]]

==Using This Program==

'''NOTE:''' In Keystone version 2.3.4, the presentation and handling of '''Load Size''' has been moved from the Order Body into the detail grid. This will provide a more logical way to setup orders and more control over the additionsl products on an order.

[[Image:DiOrdMaint.png]]

===Main Order Data Fields===
*'''Plant Id:''' The primary delivery plant is specified in this field. Other plants may be used to dispatch this order as well.
*'''P.O.:''' Purchase Order numbers should be entered here. Note: If a specially-priced job has a PO assigned, this number will automatically be assigned when the Job Id is specified. This field can also be used for Lot #’s for customers desiring separate invoices for each lot within a development.
*'''Delv. Date:''' Enter the delivery date in this field. Delivery Dates can be entered for today or any point in the future. Any attempt to date an order in the past will generate a warning.
*'''Time:''' Enter the first on-site time for this order. Keystone Dispatch will automatically calculate the batch time based on other fields entered later. The time field uses military time (eg: 3:00pm is 1500), and should be entered as a number without any punctuation.
*'''Zone:''' This field indicates the delivery zone for the order.
*'''Zone Time:''' This field receives its default value from the entry made in the Zone field, however may be overridden.
*'''Usage Type:''' The type of pour greatly influences the time an order requires. Usage Type indicates the type of pour, and builds the discharge rate into the time estimations.
*'''Unload Time:''' This field receives its default value from the entry made in Usage Type, however may be overridden.
*'''Spacing:''' This value represents how often a new should be sent to the job. If this field is left blank, Keystone Dispatch will adopt a one-at-a-time dispatch schedule, only sending out a truck when the last truck returned.
*'''Slump:''' If a specific slump is required, or needs to be printed, enter the slump here.
*'''Truck Type:''' For plants with both front and rear discharge mixers, this field can be used to specify a preferred mixer type.
*'''Order Status:''' Open is the default order status for any current order.
**Closed orders are orders which will not receive any more loads.
**Completed status is assigned by End-Of-Day processing when an order’s delivered quantity matches or exceeds the ordered quantity.
**Cancelled status is for orders which are cancelled prior to receiving any material.
**Hold status represents orders which are not currently shipping, but are expected to resume.
*'''C.O.D.:''' The COD flag is automatically set for any COD customers. This automatically triggers the printing of prices on the delivery ticket. In addition, these delivery tickets will not be subject to office re-pricing.
*'''Plus:''' When an order ships enough material to match the quantity ordered, it is no longer displayed on the order stack. By flagging an order as a plus order, it indicates that the quantity ordered is more of an estimate, and these orders will remain on the schedule.
*'''W/C:''' This field is used to indicate WILL CALL orders. Will Call orders appear on the schedule screen with a status indicating that it is not a firm order.
*'''Roll Forward:''' Most orders entered into Keystone Dispatch are for a single day. At the end of the day, even if not completed, the orders disappear from the schedule screen. Roll Forward orders stay on the schedule screen until their delivery quantity is met, whether that takes an extra day or an extra month.
*'''Print Prices:''' Checking this box triggers the printing of prices on the delivery ticket. Note: Some installations are set to automatically print prices on all tickets.
*'''Print Weights:''' Checking this box triggers the printing of batch weights on the delivery ticket. Note: Some installations are set to automatically print batch weights on all tickets.
*'''Phone:''' This field contains the customer’s phone number. It can be changed to an on-site cell phone number if desired.
*'''Contact:''' This field contains the customer’s contact name. It can be changed to the on-site foreman if desired.
*'''Lot:''' This field is used for lot numbers for large development projects. In Keystone Accounting, the priority for invoices is Job Id, PO #, Lot and Block. If there is no PO # associated with a job, it is recommended that the Lot be used in the PO # field.
*'''Block:''' This field tends to be used instead of Lot #, and is used for large development projects such as shopping centers or single-structure, multiple-housing units.
*'''Tax Auth:''' This contains the Tax Jurisdiction where the job is located. While most jurisdictions levy sales taxes based on the delivery location, some are based on the plant location.
*'''Slspn:''' This field contains the salesperson code.
*'''Order Color:''' This color will show up in the Order ID field on the Dispatch screen to indicate special status, such as "Rain or Shine", or "High Priority." Hit the elipse (...) box to the right to add or edit the color list.
*'''Balance:''' This field is maintained by Keystone Dispatch and contains the running dollar balance of the order. Note: Tickets are subject to change during billing, so it is not recommended to quote this number to customers as the current balance.

===Product Detail Tab===

*'''Product Id:''' Enter the product(s) to be shipped in this field.
*'''Description:''' The product description is filled in from the product code. Any description can be overridden, with the overridden text appearing on the ticket and invoice. This is especially useful for customer who wish to see something unusual (such as cement content) on the description without having to create a special product.
*'''U/M:''' The Unit of Measure field is filled in from the product code.
*'''Qty Ord:''' This field contains the quantity ordered for individual products. Some products such as a fuel surcharge or an off-hour delivery fee are assessed per load, in which case the quantity ordered will be 1.
*'''Load Size:''' This is the default load size for each order. Each order can be overridden as needed, however the assumption is that each load will be the size specified here.
*'''Qty Delv:''' This field contains the quantity delivered so far. Keystone Dispatch automatically updates this value.
*'''Unit Price:''' This is the unit price for the material. This price can vary by customer and job. Note: The price may not appear on all systems.
*'''Unit Disc:''' This is the per-unit discount for the material based on prompt payment.
Note: The price may not appear on all systems.
*'''Tax:''' This field indicates if a product or service is taxable. A value of “Y” indicates sales tax will be assessed on the product/service. A numeric code (1 – 9) indicates there is no sales tax for that line.

====Load Size Handling====
The Load Size field on the Product Detail grid allows you to control how much material is set to go on each ticket. The '''Auto Qty''' and '''Default Qty''' fields in [[Product Maintenance]] greatly impact how Qty Ord and Load Size work.

Auto Qty Values:
*'''Yes:''' Set the quantity of the Ticket (Order) to the value in Default Qty field.
*'''No:''' Defaults to the same behavior of Order Remaining.
*'''Order Remaining:''' The lower of the '''Load Size''' or the remaining balance will ship. e.g. if you have an Order Qty of 45, and a load size of 20, the system would ship 2 tickets of 20, and a third with 5. This is useful for items such as expansion joint, rebar, brick, block and hardware items.
*'''Bring Down:''' Match the quantity of the main product. (Typically used for admixes and per load charges, e.g. Calcium by the yard or delivery by the TN)
*'''Order Quantity:''' The amount entered as the order amount should be used for each ticket. Useful for transporation by the hour. (infrequently used)

===Delivery Info Tab===
This tab is used for delivery information. The Ship To fields are used for invoicing, while the Delivery Instructions are directions to the job site.
The Comments and Notes section are used for extra space that may be included on delivery tickets on request.

===Dispatch Warning Tab===
Any entries made in here will pop-up as soon as any attempt is made to dispatch a load on the order. This can be used for important delivery instructions, changes required (additives on certain loads, etc.) or any other critical piece of information for the dispatcher.
The Show Dispatch Warning checkbox allows enabling/disabling the warning without having to clear any warning already in place.

===Times Tab===
[[Image:DIOrdMaint Time.png]]

The times tab is used as the basis for calculating the timing of events for this order. All the times on this tab will use the default values established for the plant, but may be overridden if necessary here.

*'''Batch Setup/Batch Load:''' These 2 times are combined to calculate the total time to batch. For example, if set to 4 Mins per load and 25 Secs/yd, then a 1 yard load would take 4:25, and a 10 yard load would take 8:10 (4 Minutes + 250 Seconds).
*'''Plant Wash:''' Time to wash truck at plant after batching.
*'''Job Setup:''' Time to setup after arriving on job site.
*'''Job Wash:''' Time required to wash at job site after pouring.

===Notes Tab===
The notes tab is a free-form box which can be used to take notes about the order. None of the information on the tab will be displayed on any delivery screens or tickets.

===History Tab===
The history of each order’s shipments is contained on the history tab. It contains the ticket number, date and time of each dispatched load. If a ticket is later voided, a checkbox to the right indicates the voided status.
Until end of day processing, the Dispatcher can edit any non-voided ticket by double-clicking on the ticket number.

===Events Tab===
Any time an order is changed, the events tab logs it. In the example to the right, the load size was changed from 0 to 9 by Jeff at 11:19. Two minutes later, the order quantity was changed to 20 yards.
Several hours later, Javier apparently noticed an incorrect price in the order, and changed it from $69.00 to $68.00.
This logging takes place automatically. The Order Audit Trail report can be run to track all order events.

===Loads Tab===
[[Image:DiOrdMaint LD.png]]

When an order is saved, Keystone Dispatch projects the individual loads required to fill the order. In the example to the right, a 26 yard order was entered with a maximum load size of 9 cubic yards at 45 minute intervals beginning at 6:00. Keystone Dispatch determined that three loads were necessary, and set the load size and schedule as shown.

===GPS Tab===

This tab shows the Latitude and Longitude as well of the radius for the order. This is normally established automatically by the GPS system.

===Warnings Tab===
The Warnings tab contains messages generated by Keystone Dispatch alerting the user of changes or unusual settings.

===Control Buttons / Function Keys===
*'''F5''' Comment
This button is only highlighted while entering data in the products tab. This allows the dispatcher to enter comments in the product area of the delivery ticket.
*'''Reprice'''
Clicking this button reprices the delivery ticket based on the latest pricing available for the product, customer or job. This is especially useful when copying old orders.
*'''Copy Order'''
This button allows the dispatcher to bring the same order information from one day to another or one customer to another without re-keying and while allowing changes.
After bringing up the order to be copied and hitting the Copy Order button the screen to the right appears allowing the dispatcher to choose the customer to copy the order to.
The order is then copied, and the dispatcher can make changes as necessary before saving it.

[[Image:DiOrderCopy.png]]

Optionally you can click the Advanced button to select which fields are copied.

[[Image:DiOrderCopyAdv.png]]

'''Note:''' It is recommended that the dispatcher click the REPRICE button after copying an order if the prices may be subject to change from the original order.

New a/o Keystone 3.1.9
Keystone supports copying orders to multiple days.
Click the first date on the calendar to copy the order to.
Hold the SHIFT key and click the last date on the calendar to select a range of dates.
Hold the CTRL key and click a date on the calendar to select non-consecutive dates.

[[File:DiOrderMultiDayCopy.png]]

*'''F3''' Delete
The Delete button erases the order from the system completely. Once a load is shipped on an order, it cannot be deleted and should instead have its status changed.
*'''F12''' Print
This button prints a summary of the order, with product information, delivery instructions and estimated times.
Note: The layout of this print-out can be customized if necessary.
*'''Recalc'''
When an order is entered and saved, Keystone Dispatch projects the loads necessary to complete the order.
If changes are made to the quantity ordered or load sizes, this can change the number of loads required to complete the job.
This button is used to recalculate the projected loads to complete the order.
*'''F2''' OK
This button saves all changes.
*'''Cancel'''
This button cancels changes made to the existing order, or cancels the entire order if it had not already been saved.

Job Prices Maintenance

2026-09-16T15:09:56Z

Pmorey: /* Job Specific Mix Design */

:Accounts Receivable
::File Maintenance

==About==

'''Job Price Maintenance''' is used to create and edit Job Prices for the A/R and Billing System.

[[Image:ArJobMaint.png]]

==Updates==
===Job Specific Mix Design===
Starting in Keystone 5.4, job specific mix designs may be specified for a job.
[[Custom_Mix_Designs_by_Job/Order|Click here for more details.]]
 
[[Image:Custom Mix 3.png]]

==Using the Program==

===Important Fields===
:'''Class:''' Using Job Class give you the ability to track and report jobs of different classes. e.g. State Highway, Landscaping, Large Retail etc.
:'''Tax Authority:''' the tax authority for this job. Overrides the tax authority assigned to the customer.
:'''Taxable:''' Specifies a Tax Code to override the customer and product code. Individual tax codes assigned on the detail of the job take precedence over the tax code assigned to the whole job.
:'''Credit Terms:'''
:'''Salesperson:''' Allows the of the Job ID assigned at the customer level. Especially useful for tracking sales to cash sales and any other shared customer.
:'''Job Starts/Ends:''' Controls the effective date of special pricing and other features of Job Maintenance. This can be used for specifically limited jobs, and to prevent a job price being applied at some future unintended date.
:'''Zone:'''
:'''Tkt/Ord Products:''' (Added in Keystone 2.5) This controls which products can be used on orders and tickets based on the job.
[[Image:ArJobMaint TkOdProd.PNG]]
:'''Batch Job ID''': Frequently this will be configured as the primary field to match the job name in Batch Controls and foreign dispatch systems. Using this field allows you to configure the main Keystone name with a descriptive 18 character ID (e.g. Northfield High) and match the batch controls non descriptive ID (e.g. NH300)
:'''Invoice Description:''' allows you to have a 50 character long description print on invoices and statements rather than the 18 character Job ID.
:'''Purge Date:''' A date this job should be purged on.

===Tax Code===
The '''Tax Code''' for line items is under the last column under the name of the '''Tax Authority''', '''MA''' in this example.

Set a value of 1-9 to specify the exact exempt reason or leave '''N''' to for system default reason (typically exempt code 2)

Job Prices Maintenance

2026-09-16T15:08:31Z

Pmorey: /* Job Specific Mix Design */

:Accounts Receivable
::File Maintenance

==About==

'''Job Price Maintenance''' is used to create and edit Job Prices for the A/R and Billing System.

[[Image:ArJobMaint.png]]

==Updates==
===Job Specific Mix Design===
Starting in Keystone 5.4, job specific mix designs may be specified for a job.
[http://keystonehelp.compucrete.com/wiki/index.php/Custom_Mix_Designs_by_Job/Order|Click here for more details.]

[[Image:Custom Mix 3.png]]

==Using the Program==

===Important Fields===
:'''Class:''' Using Job Class give you the ability to track and report jobs of different classes. e.g. State Highway, Landscaping, Large Retail etc.
:'''Tax Authority:''' the tax authority for this job. Overrides the tax authority assigned to the customer.
:'''Taxable:''' Specifies a Tax Code to override the customer and product code. Individual tax codes assigned on the detail of the job take precedence over the tax code assigned to the whole job.
:'''Credit Terms:'''
:'''Salesperson:''' Allows the of the Job ID assigned at the customer level. Especially useful for tracking sales to cash sales and any other shared customer.
:'''Job Starts/Ends:''' Controls the effective date of special pricing and other features of Job Maintenance. This can be used for specifically limited jobs, and to prevent a job price being applied at some future unintended date.
:'''Zone:'''
:'''Tkt/Ord Products:''' (Added in Keystone 2.5) This controls which products can be used on orders and tickets based on the job.
[[Image:ArJobMaint TkOdProd.PNG]]
:'''Batch Job ID''': Frequently this will be configured as the primary field to match the job name in Batch Controls and foreign dispatch systems. Using this field allows you to configure the main Keystone name with a descriptive 18 character ID (e.g. Northfield High) and match the batch controls non descriptive ID (e.g. NH300)
:'''Invoice Description:''' allows you to have a 50 character long description print on invoices and statements rather than the 18 character Job ID.
:'''Purge Date:''' A date this job should be purged on.

===Tax Code===
The '''Tax Code''' for line items is under the last column under the name of the '''Tax Authority''', '''MA''' in this example.

Set a value of 1-9 to specify the exact exempt reason or leave '''N''' to for system default reason (typically exempt code 2)

Custom Mix Designs by Job/Order

2026-09-16T15:06:57Z

Pmorey:

Keystone 5.4 and higher support job and order specific (custom) mix designs.

NOTE: For a particular mix product to support job/order specific mix designs, you must check the "Edit Mix Design by Job/Order" field in Product Maintenance.

==Job Price Maintenance==

 
When a job contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[Image:Custom Mix 2.png]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing job specific changes to be made:
[[Image:Custom Mix 3.png]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that a job specific mix design has been specified:
[[Image:Custom Mix 4.png]]

IMPORTANT: When a ticket is generated that refers to this job, the job specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

==Dispatch Order Maintenance==

 
When an order contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[Image:Custom Mix 7.png]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing order specific changes to be made:
[[Image:Custom Mix 8.png]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that an order specific mix design has been specified (see Job Price Maintenance above.)

IMPORTANT: When a ticket is generated for this order, the order specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/order specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

Job Prices Maintenance

2026-09-16T15:06:17Z

Pmorey:

:Accounts Receivable
::File Maintenance

==About==

'''Job Price Maintenance''' is used to create and edit Job Prices for the A/R and Billing System.

[[Image:ArJobMaint.png]]

==Updates==
===Job Specific Mix Design===
Starting in Keystone 5.4, job specific mix designs may be specified for a job.

[[Image:Custom Mix 3.png]]

==Using the Program==

===Important Fields===
:'''Class:''' Using Job Class give you the ability to track and report jobs of different classes. e.g. State Highway, Landscaping, Large Retail etc.
:'''Tax Authority:''' the tax authority for this job. Overrides the tax authority assigned to the customer.
:'''Taxable:''' Specifies a Tax Code to override the customer and product code. Individual tax codes assigned on the detail of the job take precedence over the tax code assigned to the whole job.
:'''Credit Terms:'''
:'''Salesperson:''' Allows the of the Job ID assigned at the customer level. Especially useful for tracking sales to cash sales and any other shared customer.
:'''Job Starts/Ends:''' Controls the effective date of special pricing and other features of Job Maintenance. This can be used for specifically limited jobs, and to prevent a job price being applied at some future unintended date.
:'''Zone:'''
:'''Tkt/Ord Products:''' (Added in Keystone 2.5) This controls which products can be used on orders and tickets based on the job.
[[Image:ArJobMaint TkOdProd.PNG]]
:'''Batch Job ID''': Frequently this will be configured as the primary field to match the job name in Batch Controls and foreign dispatch systems. Using this field allows you to configure the main Keystone name with a descriptive 18 character ID (e.g. Northfield High) and match the batch controls non descriptive ID (e.g. NH300)
:'''Invoice Description:''' allows you to have a 50 character long description print on invoices and statements rather than the 18 character Job ID.
:'''Purge Date:''' A date this job should be purged on.

===Tax Code===
The '''Tax Code''' for line items is under the last column under the name of the '''Tax Authority''', '''MA''' in this example.

Set a value of 1-9 to specify the exact exempt reason or leave '''N''' to for system default reason (typically exempt code 2)

Job Prices Maintenance

2026-09-16T15:05:20Z

Pmorey:

:Accounts Receivable
::File Maintenance

==About==

'''Job Price Maintenance''' is used to create and edit Job Prices for the A/R and Billing System.

[[Image:ArJobMaint.png]]

==Updates==
===Job Specific Mix Design===
Starting in Keystone 5.4, job specific mix designs may be specified for a job.

==Using the Program==

===Important Fields===
:'''Class:''' Using Job Class give you the ability to track and report jobs of different classes. e.g. State Highway, Landscaping, Large Retail etc.
:'''Tax Authority:''' the tax authority for this job. Overrides the tax authority assigned to the customer.
:'''Taxable:''' Specifies a Tax Code to override the customer and product code. Individual tax codes assigned on the detail of the job take precedence over the tax code assigned to the whole job.
:'''Credit Terms:'''
:'''Salesperson:''' Allows the of the Job ID assigned at the customer level. Especially useful for tracking sales to cash sales and any other shared customer.
:'''Job Starts/Ends:''' Controls the effective date of special pricing and other features of Job Maintenance. This can be used for specifically limited jobs, and to prevent a job price being applied at some future unintended date.
:'''Zone:'''
:'''Tkt/Ord Products:''' (Added in Keystone 2.5) This controls which products can be used on orders and tickets based on the job.
[[Image:ArJobMaint TkOdProd.PNG]]
:'''Batch Job ID''': Frequently this will be configured as the primary field to match the job name in Batch Controls and foreign dispatch systems. Using this field allows you to configure the main Keystone name with a descriptive 18 character ID (e.g. Northfield High) and match the batch controls non descriptive ID (e.g. NH300)
:'''Invoice Description:''' allows you to have a 50 character long description print on invoices and statements rather than the 18 character Job ID.
:'''Purge Date:''' A date this job should be purged on.

===Tax Code===
The '''Tax Code''' for line items is under the last column under the name of the '''Tax Authority''', '''MA''' in this example.

Set a value of 1-9 to specify the exact exempt reason or leave '''N''' to for system default reason (typically exempt code 2)

AR Cash Posting

2026-09-16T15:02:43Z

Pmorey: /* Pay Class Required */

:Billing & Accounts Receivable
::Accounts Receivable

==About This Program==
Use Cash Posting to enter payments and other credits to customer accounts. You can post manually to individual invoices, and/or use Keystone features to
*Post payments to invoices automatically.
*Post open credits to invoices automatically.
*Award paid-on-time discounts automatically.
You can also apply allowances to invoices. Allowances are adjustments such as waiver of service charges, delivery damage or bad debt. You may also use Cash Posting in Recovery procedures for situations such as bounced checks and errors on invoices. See [[A/R Recovery and Contingency Procedures]]

===General Ledger Transactions===
{| border="1" cellspacing="0" cellpadding="5" align="RIGHT"
!When you post
!Debits to
!Credits to
|-
| Cash||Cash||A/R
|-
| Discount
|Discounts
|A/R
|-
| Allowance
|Allowances
| A/R
|-
| Open Credit
|Cash
|A/R
|-
|}
If you have the General Ledger Interface, Cash Posting activity will create transactions. For all posting actions Keystone generates a General Ledger transaction: a credit to A/R and a debit to the account posted. Keystone sends these actions to A/R Distributions. The following table summarizes the debits and credits generated by cash posting actions.

===Cash Management Transactions===
Cash Posting activity also updates the cash accounts of the Keystone Cash Management system. Keystone posts all cash posted during a session to each Cash G/L account as a deposit transaction to the corresponding bank account. For more information see Keystone Accounting Cash Management.

==Updates==

===Pay Class Required===
Starting in Keystone 5.4, a Pay Class is required before posting.

Here is an example of the pay class "CC" (credit card) which illustrates the new Running Totals layout and the automatic credit card fee calculations:
[[Image:Cash Posting with Pay Class.png]]

===Allowance Tax Handling===
Starting in Keystone 2.3, the handling for allowances has changed to allow for finer control of allowances that have tax adjustments.

When applying an allowance, the program will handle allowances diffently based on the allowance Tax Adjustment method setup in [[AR Allowance Class Maintenance | Allowance Class Maintenance]].
[[Image:ArCshPostAll.png|RIGHT]]

Tax Adjustment Method:
*'''No:''' This is handled as in previous versions. No tax information is affected. {For systems with Sales Tax based on collections, this is treated the same as a cash payment.)
*'''Tax Only:''' The amount of the allowance is treated as 100% tax. The system will prevent you from allowing out more tax than exists on the invoice. This amount will be reflected on the sales tax adjustment report.
*'''Percentage:''' This is used to write off part of an invoice, and reduce tax at the same time. You can specify the amount of tax to apply. This gives you the ability to write off both taxable and exempt portions of an invoice at the same time. For example, if you were to write off $106 taxable ($100 sale taxed at 6%) and $50 exempt, you could post a $156.00 allowance consisting of $6.00 of tax.

=Using This Program=

==Using the Cash Posting Screen==
The Posting window has two sections. The top section shows customer and payment information. The bottom section contains a data grid of invoices to which you can post payments, discounts and allowances.

Keystone displays the information in the top section for verification– you can’t change it here. The running totals at top right will change automatically as you post.

===Receiving Payments===
To receive a payment, bring up the appropriate customer account and enter the check number and amount. The check amount will immediately show up as the Amount Remaining in the running totals. To complete the cash posting session , you must post the entire Amount Remaining to invoices. Repeat the following steps until Amount Remaining shows 0.00:
#Move the highlight to the invoice you want to post to.
#Press F5, F6, F7 or F8 to Post Cash, Discount, Allowance or Open Credit (see below).
#Correct (if necessary) the amounts posted and press F2.

===Automatic Posting===

Often we want to apply cash receipts simply to invoices in turn, starting with the oldest. Keystone can accomplish this simple procedure automatically, without having to select and post to each invoice.
#Enter all check information.
#Enter a Job Id if the money is to be applied to one job only.
#If negative (credit) balances should be reduced to zero and added to the check amount, check the Pick Up Credits box.
#Click on “AUTO POST”.
#In the Auto Post Options window (see below) select the appropriate discount and selection options and press F2.

===Picking up Credits===
Credit balances may occur on open credits, adjustment (negative) invoices or overpaid invoices. The process of posting negative cash to credit balances is known as picking up the credits, and can be done either by posting to the individual invoices or by auto-posting with the Pick Up Credits box checked.

===Invoice Drill-down===
The same invoice drill-down capability is available here as on the A/R Inquiry screen. You may view the full detail behind an invoice by double-clicking the invoice or pressing F9 while you select the invoice. A window comes up displaying all tickets billed on the invoice and all payments posted to the invoice. Keystone shows tax and invoice subtotals at the bottom. See A/R Inquiryfor more information.

===Cash Posting Fields===

;Customer Id
:(Index field) Select a customer or find an invoice by number. Type in a Customer Id, use the dropdown, or press F4 to search by customer name or invoice number.
;Check No.
:Customer’s check number. If credit card payment, enter “CC” or the abbreviation for the specific card (MC, VI, AX, etc.).
;Check Amount
:The amount of the check.
;Job Id
:Enter a Job Id to select only invoices for a particular job.
;Posting date
:The date at which transactions will be posted.
;Cash G/L
:The cash account to which this check will be deposited.
;Bank No.
:(optional) Id number of bank on which check is drawn. If credit card payment, enter the authorization number.

;Show Paid Invoices
:Check this box to include fully paid invoices in the invoice grid.
;Running Totals
;Cash
:Total cash posted to invoices in this session.
;Discounts
:The total discounts given to this customer in this session.
;Allowances
:The total allowances given to this customer in this session.
;Amount Remaining
:The amount of cash you have left to post to invoices. Keystone will not allow you to apply the posted payments until the Amount Remaining reaches zero.

====Invoice Grid====
Each line of the invoice grid displays one invoice, in order by invoice date.

;Inv No.
:Invoice number. Service charges appear with invoice number of 0 (see Apply Service Charges, page 89).
;Inv Date
:Invoice date.
;Job Id
:Job name. Service charges have “SERVICE CHARGE” as the Job Id.
;Debit Amt
:Actual amount charged on invoice.
;Credit Amt
:The total of cash payments, allowances, and discounts already applied toward the invoice balance.
;Invoice bal
:The invoice amount minus the credit amount.
;Discount
:Paid-on-time discount originally offered on the invoice
;Valid Until
:Expiration date of paid-on-time discount offer.
;Last Ck #
:Check number of most recent payment applied to invoice.
;Last Paid
:Date of most recent payment applied to invoice.
;Cumul. Bal.
:The customer’s A/R balance up to and including this invoice.

====Posting Windows====
When you post cash, discount or allowance by using the F-keys or buttons, a small window comes up to accept options and amounts.
Auto Post Options Window
The auto post option can save you work by allowing you to post a check to many invoices in one step. Keystone applies the money to invoices in order until depleted or there are no more invoices.

====Auto Post Option====

;Post To
;All Invoices
:Apply money to all invoices in customer account.
;Selected Invoices
:Apply money to selected invoices only. To select more than one invoice, hold down the Ctrl key and click on the invoices, or hold down the shift key and use the up- and down-arrow keys.
;Allow Discounts
;;For All
:Post all available discount to all auto-posted invoices.
;;For None
:Post no discounts to auto-posted invoices.

;If Invoice Date Is On Or After
:Post discounts only to eligible invoices, based on the invoice date.
If Discount Date Is On Or After Post discounts only to eligible invoices, based on the invoice’s discount (Valid Until) date.

====Cash and Discount Windows====
By default Keystone posts just enough cash to pay off the invoice, after deducting the discount. The Post Discount window is identical to the Post Cash window, except Cash Amount is not included.

;Discount Available
:The largest amount of discount the customer can get on this invoice, if paid on time.
;If Paid By
:The customer must pay invoice by this date to earn the Discount Available.
;Discount Given
:The amount of discount already applied to this invoice.
;Discount Amount
:The amount of discount you want to give (default: Discount available - Discount Given, if Posting Date is before "If Paid By" date). To give the amount of discount the customer would get under their credit terms, just press Enter to accept the default.
;Cash Amount
:(only in Cash Posting Window) The amount of cash you want to apply to this invoice (default: invoice amount - Discount Amount, or Amount Remaining, whichever is less)

Press F2 to accept the Cash and Discount Amounts, or ESC to cancel the posting operation. Keystone deducts the cash amount from Amount Remaining, and adds the total of cash and discount to the credit amount for the highlighted invoice.

AR Cash Posting

2026-09-16T15:02:28Z

Pmorey: /* Pay Class Required */

:Billing & Accounts Receivable
::Accounts Receivable

==About This Program==
Use Cash Posting to enter payments and other credits to customer accounts. You can post manually to individual invoices, and/or use Keystone features to
*Post payments to invoices automatically.
*Post open credits to invoices automatically.
*Award paid-on-time discounts automatically.
You can also apply allowances to invoices. Allowances are adjustments such as waiver of service charges, delivery damage or bad debt. You may also use Cash Posting in Recovery procedures for situations such as bounced checks and errors on invoices. See [[A/R Recovery and Contingency Procedures]]

===General Ledger Transactions===
{| border="1" cellspacing="0" cellpadding="5" align="RIGHT"
!When you post
!Debits to
!Credits to
|-
| Cash||Cash||A/R
|-
| Discount
|Discounts
|A/R
|-
| Allowance
|Allowances
| A/R
|-
| Open Credit
|Cash
|A/R
|-
|}
If you have the General Ledger Interface, Cash Posting activity will create transactions. For all posting actions Keystone generates a General Ledger transaction: a credit to A/R and a debit to the account posted. Keystone sends these actions to A/R Distributions. The following table summarizes the debits and credits generated by cash posting actions.

===Cash Management Transactions===
Cash Posting activity also updates the cash accounts of the Keystone Cash Management system. Keystone posts all cash posted during a session to each Cash G/L account as a deposit transaction to the corresponding bank account. For more information see Keystone Accounting Cash Management.

==Updates==

===Pay Class Required===
Starting in Keystone 5.4, a Pay Class is required before posting.

Here is an example of the pay class "CC" (credit card) which illustrates the new Running Totals layout and the automatic credit card fee calculations:
[[Image:Cash Posting with Pay Class.png|600px]]

===Allowance Tax Handling===
Starting in Keystone 2.3, the handling for allowances has changed to allow for finer control of allowances that have tax adjustments.

When applying an allowance, the program will handle allowances diffently based on the allowance Tax Adjustment method setup in [[AR Allowance Class Maintenance | Allowance Class Maintenance]].
[[Image:ArCshPostAll.png|RIGHT]]

Tax Adjustment Method:
*'''No:''' This is handled as in previous versions. No tax information is affected. {For systems with Sales Tax based on collections, this is treated the same as a cash payment.)
*'''Tax Only:''' The amount of the allowance is treated as 100% tax. The system will prevent you from allowing out more tax than exists on the invoice. This amount will be reflected on the sales tax adjustment report.
*'''Percentage:''' This is used to write off part of an invoice, and reduce tax at the same time. You can specify the amount of tax to apply. This gives you the ability to write off both taxable and exempt portions of an invoice at the same time. For example, if you were to write off $106 taxable ($100 sale taxed at 6%) and $50 exempt, you could post a $156.00 allowance consisting of $6.00 of tax.

=Using This Program=

==Using the Cash Posting Screen==
The Posting window has two sections. The top section shows customer and payment information. The bottom section contains a data grid of invoices to which you can post payments, discounts and allowances.

Keystone displays the information in the top section for verification– you can’t change it here. The running totals at top right will change automatically as you post.

===Receiving Payments===
To receive a payment, bring up the appropriate customer account and enter the check number and amount. The check amount will immediately show up as the Amount Remaining in the running totals. To complete the cash posting session , you must post the entire Amount Remaining to invoices. Repeat the following steps until Amount Remaining shows 0.00:
#Move the highlight to the invoice you want to post to.
#Press F5, F6, F7 or F8 to Post Cash, Discount, Allowance or Open Credit (see below).
#Correct (if necessary) the amounts posted and press F2.

===Automatic Posting===

Often we want to apply cash receipts simply to invoices in turn, starting with the oldest. Keystone can accomplish this simple procedure automatically, without having to select and post to each invoice.
#Enter all check information.
#Enter a Job Id if the money is to be applied to one job only.
#If negative (credit) balances should be reduced to zero and added to the check amount, check the Pick Up Credits box.
#Click on “AUTO POST”.
#In the Auto Post Options window (see below) select the appropriate discount and selection options and press F2.

===Picking up Credits===
Credit balances may occur on open credits, adjustment (negative) invoices or overpaid invoices. The process of posting negative cash to credit balances is known as picking up the credits, and can be done either by posting to the individual invoices or by auto-posting with the Pick Up Credits box checked.

===Invoice Drill-down===
The same invoice drill-down capability is available here as on the A/R Inquiry screen. You may view the full detail behind an invoice by double-clicking the invoice or pressing F9 while you select the invoice. A window comes up displaying all tickets billed on the invoice and all payments posted to the invoice. Keystone shows tax and invoice subtotals at the bottom. See A/R Inquiryfor more information.

===Cash Posting Fields===

;Customer Id
:(Index field) Select a customer or find an invoice by number. Type in a Customer Id, use the dropdown, or press F4 to search by customer name or invoice number.
;Check No.
:Customer’s check number. If credit card payment, enter “CC” or the abbreviation for the specific card (MC, VI, AX, etc.).
;Check Amount
:The amount of the check.
;Job Id
:Enter a Job Id to select only invoices for a particular job.
;Posting date
:The date at which transactions will be posted.
;Cash G/L
:The cash account to which this check will be deposited.
;Bank No.
:(optional) Id number of bank on which check is drawn. If credit card payment, enter the authorization number.

;Show Paid Invoices
:Check this box to include fully paid invoices in the invoice grid.
;Running Totals
;Cash
:Total cash posted to invoices in this session.
;Discounts
:The total discounts given to this customer in this session.
;Allowances
:The total allowances given to this customer in this session.
;Amount Remaining
:The amount of cash you have left to post to invoices. Keystone will not allow you to apply the posted payments until the Amount Remaining reaches zero.

====Invoice Grid====
Each line of the invoice grid displays one invoice, in order by invoice date.

;Inv No.
:Invoice number. Service charges appear with invoice number of 0 (see Apply Service Charges, page 89).
;Inv Date
:Invoice date.
;Job Id
:Job name. Service charges have “SERVICE CHARGE” as the Job Id.
;Debit Amt
:Actual amount charged on invoice.
;Credit Amt
:The total of cash payments, allowances, and discounts already applied toward the invoice balance.
;Invoice bal
:The invoice amount minus the credit amount.
;Discount
:Paid-on-time discount originally offered on the invoice
;Valid Until
:Expiration date of paid-on-time discount offer.
;Last Ck #
:Check number of most recent payment applied to invoice.
;Last Paid
:Date of most recent payment applied to invoice.
;Cumul. Bal.
:The customer’s A/R balance up to and including this invoice.

====Posting Windows====
When you post cash, discount or allowance by using the F-keys or buttons, a small window comes up to accept options and amounts.
Auto Post Options Window
The auto post option can save you work by allowing you to post a check to many invoices in one step. Keystone applies the money to invoices in order until depleted or there are no more invoices.

====Auto Post Option====

;Post To
;All Invoices
:Apply money to all invoices in customer account.
;Selected Invoices
:Apply money to selected invoices only. To select more than one invoice, hold down the Ctrl key and click on the invoices, or hold down the shift key and use the up- and down-arrow keys.
;Allow Discounts
;;For All
:Post all available discount to all auto-posted invoices.
;;For None
:Post no discounts to auto-posted invoices.

;If Invoice Date Is On Or After
:Post discounts only to eligible invoices, based on the invoice date.
If Discount Date Is On Or After Post discounts only to eligible invoices, based on the invoice’s discount (Valid Until) date.

====Cash and Discount Windows====
By default Keystone posts just enough cash to pay off the invoice, after deducting the discount. The Post Discount window is identical to the Post Cash window, except Cash Amount is not included.

;Discount Available
:The largest amount of discount the customer can get on this invoice, if paid on time.
;If Paid By
:The customer must pay invoice by this date to earn the Discount Available.
;Discount Given
:The amount of discount already applied to this invoice.
;Discount Amount
:The amount of discount you want to give (default: Discount available - Discount Given, if Posting Date is before "If Paid By" date). To give the amount of discount the customer would get under their credit terms, just press Enter to accept the default.
;Cash Amount
:(only in Cash Posting Window) The amount of cash you want to apply to this invoice (default: invoice amount - Discount Amount, or Amount Remaining, whichever is less)

Press F2 to accept the Cash and Discount Amounts, or ESC to cancel the posting operation. Keystone deducts the cash amount from Amount Remaining, and adds the total of cash and discount to the credit amount for the highlighted invoice.

Custom Mix Designs by Job/Order

2026-09-16T15:01:42Z

Pmorey:

Keystone 5.4 and higher support job and order specific (custom) mix designs.

NOTE: For a particular mix product to support job/order specific mix designs, you must check the "Edit Mix Design by Job/Order" field in Product Maintenance.

==Job Price Maintenance==

 
When a job contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[Image:Custom Mix 2.png|600px]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing job specific changes to be made:
[[Image:Custom Mix 3.png|600px]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that a job specific mix design has been specified:
[[Image:Custom Mix 4.png|600px]]

IMPORTANT: When a ticket is generated that refers to this job, the job specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

==Dispatch Order Maintenance==

 
When an order contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[Image:Custom Mix 7.png|600px]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing order specific changes to be made:
[[Image:Custom Mix 8.png|600px]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that an order specific mix design has been specified (see Job Price Maintenance above.)

IMPORTANT: When a ticket is generated for this order, the order specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/order specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

AR Cash Posting

2026-09-16T15:00:07Z

Pmorey:

:Billing & Accounts Receivable
::Accounts Receivable

==About This Program==
Use Cash Posting to enter payments and other credits to customer accounts. You can post manually to individual invoices, and/or use Keystone features to
*Post payments to invoices automatically.
*Post open credits to invoices automatically.
*Award paid-on-time discounts automatically.
You can also apply allowances to invoices. Allowances are adjustments such as waiver of service charges, delivery damage or bad debt. You may also use Cash Posting in Recovery procedures for situations such as bounced checks and errors on invoices. See [[A/R Recovery and Contingency Procedures]]

===General Ledger Transactions===
{| border="1" cellspacing="0" cellpadding="5" align="RIGHT"
!When you post
!Debits to
!Credits to
|-
| Cash||Cash||A/R
|-
| Discount
|Discounts
|A/R
|-
| Allowance
|Allowances
| A/R
|-
| Open Credit
|Cash
|A/R
|-
|}
If you have the General Ledger Interface, Cash Posting activity will create transactions. For all posting actions Keystone generates a General Ledger transaction: a credit to A/R and a debit to the account posted. Keystone sends these actions to A/R Distributions. The following table summarizes the debits and credits generated by cash posting actions.

===Cash Management Transactions===
Cash Posting activity also updates the cash accounts of the Keystone Cash Management system. Keystone posts all cash posted during a session to each Cash G/L account as a deposit transaction to the corresponding bank account. For more information see Keystone Accounting Cash Management.

==Updates==

===Pay Class Required===
Starting in Keystone 5.4, a Pay Class is required before posting.

Here is an example of the pay class "CC" (credit card) which illustrates the new Running Totals layout and the automatic credit card fee calculations:
[[File:Cash Posting with Pay Class.png|600px]]

===Allowance Tax Handling===
Starting in Keystone 2.3, the handling for allowances has changed to allow for finer control of allowances that have tax adjustments.

When applying an allowance, the program will handle allowances diffently based on the allowance Tax Adjustment method setup in [[AR Allowance Class Maintenance | Allowance Class Maintenance]].
[[Image:ArCshPostAll.png|RIGHT]]

Tax Adjustment Method:
*'''No:''' This is handled as in previous versions. No tax information is affected. {For systems with Sales Tax based on collections, this is treated the same as a cash payment.)
*'''Tax Only:''' The amount of the allowance is treated as 100% tax. The system will prevent you from allowing out more tax than exists on the invoice. This amount will be reflected on the sales tax adjustment report.
*'''Percentage:''' This is used to write off part of an invoice, and reduce tax at the same time. You can specify the amount of tax to apply. This gives you the ability to write off both taxable and exempt portions of an invoice at the same time. For example, if you were to write off $106 taxable ($100 sale taxed at 6%) and $50 exempt, you could post a $156.00 allowance consisting of $6.00 of tax.

=Using This Program=

==Using the Cash Posting Screen==
The Posting window has two sections. The top section shows customer and payment information. The bottom section contains a data grid of invoices to which you can post payments, discounts and allowances.

Keystone displays the information in the top section for verification– you can’t change it here. The running totals at top right will change automatically as you post.

===Receiving Payments===
To receive a payment, bring up the appropriate customer account and enter the check number and amount. The check amount will immediately show up as the Amount Remaining in the running totals. To complete the cash posting session , you must post the entire Amount Remaining to invoices. Repeat the following steps until Amount Remaining shows 0.00:
#Move the highlight to the invoice you want to post to.
#Press F5, F6, F7 or F8 to Post Cash, Discount, Allowance or Open Credit (see below).
#Correct (if necessary) the amounts posted and press F2.

===Automatic Posting===

Often we want to apply cash receipts simply to invoices in turn, starting with the oldest. Keystone can accomplish this simple procedure automatically, without having to select and post to each invoice.
#Enter all check information.
#Enter a Job Id if the money is to be applied to one job only.
#If negative (credit) balances should be reduced to zero and added to the check amount, check the Pick Up Credits box.
#Click on “AUTO POST”.
#In the Auto Post Options window (see below) select the appropriate discount and selection options and press F2.

===Picking up Credits===
Credit balances may occur on open credits, adjustment (negative) invoices or overpaid invoices. The process of posting negative cash to credit balances is known as picking up the credits, and can be done either by posting to the individual invoices or by auto-posting with the Pick Up Credits box checked.

===Invoice Drill-down===
The same invoice drill-down capability is available here as on the A/R Inquiry screen. You may view the full detail behind an invoice by double-clicking the invoice or pressing F9 while you select the invoice. A window comes up displaying all tickets billed on the invoice and all payments posted to the invoice. Keystone shows tax and invoice subtotals at the bottom. See A/R Inquiryfor more information.

===Cash Posting Fields===

;Customer Id
:(Index field) Select a customer or find an invoice by number. Type in a Customer Id, use the dropdown, or press F4 to search by customer name or invoice number.
;Check No.
:Customer’s check number. If credit card payment, enter “CC” or the abbreviation for the specific card (MC, VI, AX, etc.).
;Check Amount
:The amount of the check.
;Job Id
:Enter a Job Id to select only invoices for a particular job.
;Posting date
:The date at which transactions will be posted.
;Cash G/L
:The cash account to which this check will be deposited.
;Bank No.
:(optional) Id number of bank on which check is drawn. If credit card payment, enter the authorization number.

;Show Paid Invoices
:Check this box to include fully paid invoices in the invoice grid.
;Running Totals
;Cash
:Total cash posted to invoices in this session.
;Discounts
:The total discounts given to this customer in this session.
;Allowances
:The total allowances given to this customer in this session.
;Amount Remaining
:The amount of cash you have left to post to invoices. Keystone will not allow you to apply the posted payments until the Amount Remaining reaches zero.

====Invoice Grid====
Each line of the invoice grid displays one invoice, in order by invoice date.

;Inv No.
:Invoice number. Service charges appear with invoice number of 0 (see Apply Service Charges, page 89).
;Inv Date
:Invoice date.
;Job Id
:Job name. Service charges have “SERVICE CHARGE” as the Job Id.
;Debit Amt
:Actual amount charged on invoice.
;Credit Amt
:The total of cash payments, allowances, and discounts already applied toward the invoice balance.
;Invoice bal
:The invoice amount minus the credit amount.
;Discount
:Paid-on-time discount originally offered on the invoice
;Valid Until
:Expiration date of paid-on-time discount offer.
;Last Ck #
:Check number of most recent payment applied to invoice.
;Last Paid
:Date of most recent payment applied to invoice.
;Cumul. Bal.
:The customer’s A/R balance up to and including this invoice.

====Posting Windows====
When you post cash, discount or allowance by using the F-keys or buttons, a small window comes up to accept options and amounts.
Auto Post Options Window
The auto post option can save you work by allowing you to post a check to many invoices in one step. Keystone applies the money to invoices in order until depleted or there are no more invoices.

====Auto Post Option====

;Post To
;All Invoices
:Apply money to all invoices in customer account.
;Selected Invoices
:Apply money to selected invoices only. To select more than one invoice, hold down the Ctrl key and click on the invoices, or hold down the shift key and use the up- and down-arrow keys.
;Allow Discounts
;;For All
:Post all available discount to all auto-posted invoices.
;;For None
:Post no discounts to auto-posted invoices.

;If Invoice Date Is On Or After
:Post discounts only to eligible invoices, based on the invoice date.
If Discount Date Is On Or After Post discounts only to eligible invoices, based on the invoice’s discount (Valid Until) date.

====Cash and Discount Windows====
By default Keystone posts just enough cash to pay off the invoice, after deducting the discount. The Post Discount window is identical to the Post Cash window, except Cash Amount is not included.

;Discount Available
:The largest amount of discount the customer can get on this invoice, if paid on time.
;If Paid By
:The customer must pay invoice by this date to earn the Discount Available.
;Discount Given
:The amount of discount already applied to this invoice.
;Discount Amount
:The amount of discount you want to give (default: Discount available - Discount Given, if Posting Date is before "If Paid By" date). To give the amount of discount the customer would get under their credit terms, just press Enter to accept the default.
;Cash Amount
:(only in Cash Posting Window) The amount of cash you want to apply to this invoice (default: invoice amount - Discount Amount, or Amount Remaining, whichever is less)

Press F2 to accept the Cash and Discount Amounts, or ESC to cancel the posting operation. Keystone deducts the cash amount from Amount Remaining, and adds the total of cash and discount to the credit amount for the highlighted invoice.

File:Cash Posting with Pay Class.png

2026-09-16T14:57:14Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

Keystone 5 New Features

2026-09-16T14:50:42Z

Pmorey: /* Secure External APIs */

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Accuracy===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided.

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
====AICrete====
====Giatec====
====Quadrel====
====Salesforce====
====SalesInsight====
====Slabstack====
====Stonemont====
*Please contact support for more information.

Keystone 5 New Features

2026-09-16T14:49:37Z

Pmorey: /* Inventory Cost Precision */

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Accuracy===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided.

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
===AICrete===
===Giatec===
===Quadrel===
===Salesforce===
===SalesInsight===
===Slabstack===
===Stonemont===
*Please contact support for more information.

Keystone 5 New Features

2026-09-16T14:48:56Z

Pmorey: /* Job/Order Custom Mix Designs */

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs. [[Custom Mix Designs by Job/Order|Click here for more details.]]
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Precision===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided.

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
===AICrete===
===Giatec===
===Quadrel===
===Salesforce===
===SalesInsight===
===Slabstack===
===Stonemont===
*Please contact support for more information.

Main Page

2026-09-16T14:47:03Z

Pmorey: /* Keystone 5 is HERE! */

__NOTOC__
{| border="0" cellspacing="5" cellpadding="5" align="right"
[[Image:KeystoneBanner.gif|200px]]
|

:[https://givenhansco.com/support-2/e-support/ Contact Us]
:[https://givenhansco.com/support-2/quicksupport/ Quick Support]
|}








{|border="0" cellspacing="5" cellpadding="5" align="center"
|[[Billing & Accounts Receivable|A/R]]
|[[Inventory|Inventory]]
|[[Accounts Payable|A/P]]
|[[General Ledger|G/L]]
|[[Payroll|P/R]]
|[[Quote System|Quote]]
|[[Cash Management|Cash]]
|[[Job Cost|J/C]]
|[[Ticket Printing|Tickets]]
|[[Keystone Dispatch|Dispatch]]
|}






=Software Updates=
'''[[New Keystone Releases|Latest Release]] 5.3.3''' (7/31/2026)
Customers using the Keystone Online portal for online customer payments should update to version 5.3.3 or higher as soon as possible.


:'''[[Payroll: Year End#PayrollEOL|Keystone Payroll End of Life Announcement]]'''
:'''[[Import_iSolved_Transactions|iSolved import for G/L, C/M and J/C transactions]]'''







=DOT E-Tickets via HaulHub=

For those customers who need to send E-Tickets to their state DOT for certain jobs, Keystone uses a third-party service (HaulHub.) This service requires an increased level of data security that is only supported on modern versions of Windows. See the Keystone 5 section below for the minimum Windows versions supported.



=Keystone 5 is HERE!=

Keystone 5 incorporates significant changes related to security and functionality. Many of these changes leverage improvements in Windows that simply did not exist in older Windows versions. Additionally, there have been many improvements in the database engine (InterBase) that provide higher performance and reliability.


[[Keystone 5 New Features|Click here to learn about the new features in Keystone 5.]]




===Windows Versions===

Keystone 5 requires a minimum of one of the following Windows versions:
* (Server) Windows Server 2016 or higher
* (Desktop) Windows 11 or higher

If you are running any versions of Windows prior to the above (on server and desktops) please ask your IT provider to coordinate Windows upgrades with us as soon as possible so that you can continue to receive updates to your Keystone software.
To ensure a smooth upgrade process, we strongly recommend installing the most current version of Windows on a new server or virtual machine. This will allow any upgrade issues to be worked out without impacting your daily operations.

There are other reasons to keep your Windows versions up-to-date:
* Microsoft provides regular security updates for current Windows versions to help protect your systems from ransomware/malware/virus attacks.
* Keystone increasingly interfaces with third party applications using REST/JSON protocols that require higher levels of security than older Windows versions are capable of.
* Keystone uses cloud-based services that also require these higher levels of security.

===InterBase===

In addition to upgrading older Windows versions, you may need to upgrade the database engine that Keystone requires to a newer version. Please contact support to determine whether this is necessary. If a database upgrade is required we will prepare a quote for you.

Keystone 5 requires the following minimum version of InterBase:
* InterBase 2017 with Update 3 (build 13.3.0.328)















=[[HOWTOs]] and [[Best Practices]]=

:*[[Keystone Database Backup]]
:*[[Quick Backup to USB Flash Drive]]
:*[[Emergency Backup - Quick Simple Solutions]]
:*[[Did You Know... (Dispatch)]]
:*[[Version 2.5 Key Changes]]

=KEYSTONE Applications=

[[Billing & Accounts Receivable]]

[[Inventory]]

[[Accounts Payable]]

[[General Ledger]]

[[Payroll]]

[[Quote System]]

[[Cash Management]]

[[Job Cost]]

[[Ticket Printing]]

[[Keystone Dispatch]]

Custom Mix Designs by Job/Order

2026-09-16T14:37:03Z

Pmorey: /* Dispatch Order Maintenance */

Keystone 5.4 and higher support job and order specific (custom) mix designs.

NOTE: For a particular mix product to support job/order specific mix designs, you must check the "Edit Mix Design by Job/Order" field in Product Maintenance.

==Job Price Maintenance==

 
When a job contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[File:Custom Mix 2.png|600px]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing job specific changes to be made:
[[File:Custom Mix 3.png|600px]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that a job specific mix design has been specified:
[[File:Custom Mix 4.png|600px]]

IMPORTANT: When a ticket is generated that refers to this job, the job specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

==Dispatch Order Maintenance==

 
When an order contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[File:Custom Mix 7.png|600px]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing order specific changes to be made:
[[File:Custom Mix 8.png|600px]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that an order specific mix design has been specified (see Job Price Maintenance above.)

IMPORTANT: When a ticket is generated for this order, the order specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/order specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

Custom Mix Designs by Job/Order

2026-09-16T14:36:40Z

Pmorey:

Keystone 5.4 and higher support job and order specific (custom) mix designs.

NOTE: For a particular mix product to support job/order specific mix designs, you must check the "Edit Mix Design by Job/Order" field in Product Maintenance.

==Job Price Maintenance==

 
When a job contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[File:Custom Mix 2.png|600px]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing job specific changes to be made:
[[File:Custom Mix 3.png|600px]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that a job specific mix design has been specified:
[[File:Custom Mix 4.png|600px]]

IMPORTANT: When a ticket is generated that refers to this job, the job specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

==Dispatch Order Maintenance==

 
When an order contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[File:Custom Mix 7.png|600px]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing order specific changes to be made:
[[File:Custom Mix 8.png|600px]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that an order specific mix design has been specified (see Job Price Maintenance above.)

IMPORTANT: When a ticket is generated for this order, the order specific mix design will ALWAYS be sent to the batch control. Additionally, any future ticket for this product that does not contain a job/order specific mix design will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

Custom Mix Designs by Job/Order

2026-09-16T14:34:31Z

Pmorey: /* Job Price Maintenance */

Keystone 5.4 and higher support job and order specific (custom) mix designs.

NOTE: For a particular mix product to support job/order specific mix designs, you must check the "Edit Mix Design by Job/Order" field in Product Maintenance.

==Job Price Maintenance==

 
When a job contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[File:Custom Mix 2.png|600px]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing job specific changes to be made:
[[File:Custom Mix 3.png|600px]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that a job specific mix design has been specified:
[[File:Custom Mix 4.png|600px]]

IMPORTANT: When a ticket is generated that refers to this job, the mix design will ALWAYS be sent to the batch control. Additionally, any other ticket for this product that does not refer to this job will ALWAYS send the standard mix design from Product Maintenance to the batch control. This is necessary because most batch controls save the mix design that is sent with a ticket for future tickets that do not include a mix design.

==Dispatch Order Maintenance==

 
When an order contains a mix product that provides for job/order specific mix designs, a blue gear icon appears next to the mix product:
[[File:Custom Mix 7.png|600px]]

Clicking the gear icon will display the "Edit Mix Design" screen, allowing order specific changes to be made:
[[File:Custom Mix 8.png|600px]]

Once the custom mix design is saved, the gear icon will change to a green checkmark with a small blue gear to indicate that an order specific mix design has been specified (see Job Price Maintenance above.)

Custom Mix Designs by Job/Order

2026-09-16T14:30:58Z

Pmorey:

File:Custom Mix 8.png

2026-09-16T14:22:48Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

File:Custom Mix 4.png

2026-09-16T14:22:47Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

File:Custom Mix 7.png

2026-09-16T14:22:47Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

File:Custom Mix 2.png

2026-09-16T14:22:46Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

File:Custom Mix 3.png

2026-09-16T14:22:46Z

Pmorey: File uploaded with MsUpload

File uploaded with MsUpload

Keystone 5 New Features

2026-09-16T14:16:12Z

Pmorey:

Keystone versions 5.0 through 5.4 offer many new features that improve the capabilities, reliability and security of Keystone.

Below are some of the significant features added in Keystone 5 and higher.

==General==
===User Alerts===
*Important information will now be displayed in a User Alert popup when a program that has a compatible alert is started.

===Document System===
*Added the ability to upload and attach documents to Keystone in most File Maintenance programs.

===Visual Themes===
*Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. The user’s theme can be changed by clicking the "color wheel" icon at the top of the main menu.
*Most background colors/indicators have been replaced by icons for visual clarity.
*In File maintenance programs a green "plus" icon indicates adding an item, a yellow "pencil" icon indicates editing an item and a "magnifying glass" icon indicates a searchable field.

===Save Layouts===
*In each Keystone option, you can now click File > Save Form Layout to save the size/position for the next time the same option is opened. Click File > Reset Form Layout to return to the default size/position.
*When the font size is changed on the system menu, it will be saved for the next time the user logs in to Keystone.

==Dispatch==
===Job/Order Custom Mix Designs===
*Keystone now supports Job Price and Order specific mix designs.
*To allow a mix design to be changed on an order/job level, "Edit Mix Design by Job/Order" must be checked in Product Maintenance.
*An order/job specific mix design will always send to the batch control. Additionally, the standard mix design for any product that has an order/job specific mix design will send to the batch control when the order/job specific mix design does not apply.

===Solomon Color Integration===
*Product Maintenance has a new product type called "Color." When this product type is selected a new "Color Alias" field will appear which refers to the Solomon color alias code.
*This feature requires Keystone Batch (version 7.3.19 or higher.)

===To Job Contact Notifications===
*Added Email and SMS (Text) options for notifying contacts when a truck leaves the plant for their order(s). Requires subscription for SMS, contact support for details.

===On Hand Inquiry===
*Dispatch and Ticketing now have an "On Hand Inquiry" menu option to check inventory levels for a stocked product at all plants.

===Batch Operator Message===
*A new "Batch Operator Message" field has been added to tickets/orders. This field will be sent to any Universal Link based batch control.

===DOT Information/HaulHub===
*DOT information can now be added directly to a mix design in Product Maintenance and will populate when added to a Job Price.
*Currently supported states for HaulHub integration: AR, CT, DC, GA, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY.

==Accounts Receivable==
===Base Product Maintenance===
*New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.

===Payment Processor Remittance===
*New option added to the A/R Month End menu. This provides for reconciling Keystone credit card payments with the payment processor monthly statement.

===Sales Territories===
*Sales Territories can be created and edited under Billing & Accounts Receivable > File Maintenance > Sales Territories. Salesperson Maintenance now contains a grid to assign Sales Territories to salespeople.
*A new "Sales Territory" field (optional) has been added to Quotes, Jobs, Orders, and Tickets.

===Inventory Cost Precision===
The accuracy of inventory unit cost/extended cost calculations has been significantly improved.

===Bill As Plant===
*Added "Bill As Plant" field to allow billing as one plant regardless of a ticket's plant of origin. Print Invoices can be filtered and bill to the appropriate division based on this field.

===Pay Classes/Credit Card Fees===
*Credit card fees can now be charged and collected in A/R Cash Posting and Ticket Payments (ex. 3% credit card surcharges).
*New fees and Pay Classes can be setup in A/R > File Maintenance > Pay Classes. Several "standard" pay classes are already provided.

===Voided Tickets Report===
*New report on the A/R > Month End menu which shows all voided tickets for a specific date range.

==Accounts Payable==
===Email ACH Stubs===
*New option added to the A/P Invoicing/Checks menu.

==Secure External APIs==
===AICrete===
===Giatec===
===Quadrel===
===Salesforce===
===SalesInsight===
===Slabstack===
===Stonemont===
*Please contact support for more information.

Custom Mix Designs by Job/Order

2026-09-16T12:02:40Z

Pmorey: Created page with "Coming soon."

Coming soon.

Main Page

2026-09-16T12:02:26Z

Pmorey:

__NOTOC__
{| border="0" cellspacing="5" cellpadding="5" align="right"
[[Image:KeystoneBanner.gif|200px]]
|

:[https://givenhansco.com/support-2/e-support/ Contact Us]
:[https://givenhansco.com/support-2/quicksupport/ Quick Support]
|}








{|border="0" cellspacing="5" cellpadding="5" align="center"
|[[Billing & Accounts Receivable|A/R]]
|[[Inventory|Inventory]]
|[[Accounts Payable|A/P]]
|[[General Ledger|G/L]]
|[[Payroll|P/R]]
|[[Quote System|Quote]]
|[[Cash Management|Cash]]
|[[Job Cost|J/C]]
|[[Ticket Printing|Tickets]]
|[[Keystone Dispatch|Dispatch]]
|}






=Software Updates=
'''[[New Keystone Releases|Latest Release]] 5.3.3''' (7/31/2026)
Customers using the Keystone Online portal for online customer payments should update to version 5.3.3 or higher as soon as possible.


:'''[[Payroll: Year End#PayrollEOL|Keystone Payroll End of Life Announcement]]'''
:'''[[Import_iSolved_Transactions|iSolved import for G/L, C/M and J/C transactions]]'''







=DOT E-Tickets via HaulHub=

For those customers who need to send E-Tickets to their state DOT for certain jobs, Keystone uses a third-party service (HaulHub.) This service requires an increased level of data security that is only supported on modern versions of Windows. See the Keystone 5 section below for the minimum Windows versions supported.



=Keystone 5 is HERE!=

Keystone 5 incorporates significant changes related to security and functionality. Many of these changes leverage improvements in Windows that simply did not exist in older Windows versions. Additionally, there have been many improvements in the database engine (InterBase) that provide higher performance and reliability.


[[Keystone 5 New Features|Click here to learn about the new features in Keystone 5.]]


[[Custom Mix Designs by Job/Order|Keystone now supports custom mix designs by job/order.]]




===Windows Versions===

Keystone 5 requires a minimum of one of the following Windows versions:
* (Server) Windows Server 2016 or higher
* (Desktop) Windows 11 or higher

If you are running any versions of Windows prior to the above (on server and desktops) please ask your IT provider to coordinate Windows upgrades with us as soon as possible so that you can continue to receive updates to your Keystone software.
To ensure a smooth upgrade process, we strongly recommend installing the most current version of Windows on a new server or virtual machine. This will allow any upgrade issues to be worked out without impacting your daily operations.

There are other reasons to keep your Windows versions up-to-date:
* Microsoft provides regular security updates for current Windows versions to help protect your systems from ransomware/malware/virus attacks.
* Keystone increasingly interfaces with third party applications using REST/JSON protocols that require higher levels of security than older Windows versions are capable of.
* Keystone uses cloud-based services that also require these higher levels of security.

===InterBase===

In addition to upgrading older Windows versions, you may need to upgrade the database engine that Keystone requires to a newer version. Please contact support to determine whether this is necessary. If a database upgrade is required we will prepare a quote for you.

Keystone 5 requires the following minimum version of InterBase:
* InterBase 2017 with Update 3 (build 13.3.0.328)















=[[HOWTOs]] and [[Best Practices]]=

:*[[Keystone Database Backup]]
:*[[Quick Backup to USB Flash Drive]]
:*[[Emergency Backup - Quick Simple Solutions]]
:*[[Did You Know... (Dispatch)]]
:*[[Version 2.5 Key Changes]]

=KEYSTONE Applications=

[[Billing & Accounts Receivable]]

[[Inventory]]

[[Accounts Payable]]

[[General Ledger]]

[[Payroll]]

[[Quote System]]

[[Cash Management]]

[[Job Cost]]

[[Ticket Printing]]

[[Keystone Dispatch]]

Keystone 5 New Features

2026-09-11T11:32:16Z

Pmorey: Created page with "Coming soon!"

Coming soon!