Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
<p></p>
+
==Release 5.2.3.0 - ==
−
<p><b>IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.</b></p>
+
 
 +
===Dispatch Module===
 +
 
 +
====Order Maintenance====
 +
 
 +
:'''When adding a new order, display "<Required>" in the P.O. Number field if it is required.'''
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
 +
 
 +
 
 +
===Accounts Receivable Module===
 +
 
 +
====Pay Class Maintenance====
 +
 
 +
:Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
 +
 
 +
:Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)
 +
 
 +
 
 +
====Ticket Maintenance====
 +
 
 +
:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
  
−
==Build 4.1.4 - 4/1/2022==
 
  
−
===Dispatch Module===
+
===General===
 +
 
 +
====System Menu====
 +
 
 +
:Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.
 +
 
 +
 
 +
====Windows Client====
 +
 
 +
:'''Improve unit cost rounding on various reports.'''
 +
 
 +
 
 +
===Services===
 +
 
 +
====Application Server====
 +
 
 +
:Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
  
−
Edit Ticket Times
+
:Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)
−
:'''Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.'''
 
−
:'''Add Truck/Driver fields to grid (read only).'''
 
−
:'''Add ability to show/hide grid columns.'''
 
  
−
Order List
 
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
−
Order Maintenance
+
====Application Server====
−
:'''Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)'''
 
−
:'''Add Override Time column to Loads tab.'''
 
−
:When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.
 
−
:'''Add system option to allow editing of closed orders (contact support if you need this.)'''
 
−
:'''Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)'''
 
−
:Do not generate Product Deleted order event(s) when deleting an order.
 
−
:Fix exception "Cannot delete orders with events" when deleting a copied order.
 
  
−
Reprint Tickets
+
====Device Aggregator====
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
  
−
Schedule
+
====Device Server====
−
:'''Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.'''
 
−
:'''Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)'''
 
−
:'''After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.'''
 
−
:'''Add "View Order" option to Order right-click menu.'''
 
−
:'''Lock order while load shipping is in progress. (This is an optional feature, please contact support.)'''
 
  
−
Ticket Printing
+
:'''Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.'''
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 
  
−
Void Tickets
 
−
:When voiding a ticket, move down certain load fields to the next load.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order List
+
====Order Maintenance====
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
−
Ticket Printing
+
====Ticket Printing====
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
+
 
 +
:'''When adding a new item, display "<Required>" in the P.O. Number field if it is required.'''
 +
 
 +
 
 +
===Utilities===
 +
 
 +
====DataScope====
 +
 
 +
====Query Export====
 +
 
 +
:'''Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.'''
 +
 
 +
==Release 5.2.2.0 - 12/19/2025==
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry<BR>
+
====Job Prices Maintenance====
−
Cash Posting
 
−
:Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.
 
  
−
Cash Posting Register<BR>
+
:Do not display customer warning that is set to trigger in Order Maintenance.
−
MTD Cash Posting Register
 
−
:'''Add "Include Payment Portal Info" checkbox.'''
 
  
−
Job Names List
 
−
:Fix report layout to more closely match the old version (single line per job.)
 
  
−
Job Price Maintenance
+
===Purchase Order Module===
−
:Set conditions based on plant type correctly when Plant No. changed.
+
 
 +
====P.O. Receipt Entry====
 +
 
 +
:Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.
  
−
Open Ticket Stack
 
−
:Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.
 
−
:'''Add "Ship To 1" and "Delv Inst 1" as optional grid fields.'''
 
  
−
Pre-Billing Audit List
+
===General===
−
:Add "Tax Authority" to Report Sequence options where appropriate.
 
  
−
Product Sales History Report
+
====Company Database====
−
:Widen Qty Sold and Ext Price totals.
 
  
−
Reprint Tickets
+
:Updated to version 27.02.
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
  
−
===Quote Module===
 
  
−
Print Quotes
+
====Reports====
−
:Fix U/M total line (correction to 4.1.0.2 fix.)
 
  
−
===Accounts Payable Module===
+
:Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)
  
−
Handwritten Check Entry
 
−
:Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.
 
−
:Fix Use Tax G/L transaction to use Invoice Date as the transaction date.
 
  
−
===Purchase Order Module===
+
====Windows Client====
  
−
Print Purchase Orders
+
:'''Improve precision of Unit Cost fields.'''
−
:Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.
 
  
−
===Payroll Module===
 
  
−
Calculate Payroll
+
===Services===
−
:When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.
 
  
−
Employee Summary Report
+
====Application Server====
−
:'''Add Active/Inactive employee selection.'''
 
  
−
Setup Formulas
+
:'''Improve precision of cost calculations when reconciling inventory.'''
−
:'''Add "Tax Code" and "Tax Parameter" columns to Factors grid.'''
 
  
−
Tax Library
 
−
:'''Updated to 2022-R4 version.'''
 
  
−
===Cash Management Module===
+
====Device Aggregator====
  
−
Statement Reconciliation
+
====Device Server====
−
:Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.
 
−
:'''Add "PP Ref No" column to the Deposit History dialog.'''
 
  
−
===General===
+
:'''Increase precision of Specific Gravity field.'''
  
−
Batch Maintenance
+
==Release 5.2.1.0 - 12/10/2025==
−
:Eliminate EDBClient exception when deleting a batch with more than one item.
 
  
−
Company Restore
+
===Accounts Receivable Module===
−
:When restoring from a cloud backup, do not include DOC and SYS database backups.
 
−
:When restoring from a cloud backup, only include backups for the current company.
 
  
−
File Maintenance
+
====Customer Prices Maintenance====
−
:Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.
 
  
−
Reports
+
:Fix issue where customer price records could not be deleted (introduced in 5.2.)
−
:Force uppercase on string selection fields.
 
  
−
System Form Maintenance
 
−
:'''When previewing form, show all copies if the form contains a COPIES parameter greater than 1.'''
 
  
−
System Menu
+
====Re-Print Tickets====
−
:'''Add "Release Locked Orders" option to System Maintenance->Utilities menu.'''
 
−
:'''Add ability to print Keystone News (web browser) contents.'''
 
−
:'''Add "Order Complete Notification" option to Dispatch Utilities menu.'''
 
  
−
Windows Client
+
:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
−
:When setting up REST client, use only TLS protocol for secure (https) connections.
 
−
:When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.
 
  
−
===Services===
 
  
−
Application Server
+
====Print Invoices====
−
:Partially reverted 4.0.0.1 change for At Plant status:  When an active load status (begin load thru arrive plant) is received from a device for a truck that is not currently on an active load, change the status to Travel.
 
−
:'''Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.'''
 
  
−
Device Server
+
====Re-Print Invoices====
−
:'''When sending mix design to ULINK, send field #42 (metric weights.)'''
 
  
−
Keystone REST Server (KServer)
+
:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
−
:'''Add support for "setparamdefer" on query fields.'''
 
−
:'''Add handling for CRUD update field values (old and new.)'''
 
−
:Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.
 
−
:Keystone Online Customer Portal API: Improvements to order request endpoints.
 
−
:Windows Client Dispatch Methods API: Add VoidLoadBringdown method.
 
−
:Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.
 
  
−
==Build 4.1.3 - 2/2/2022==
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Federal & State 1099 Export
+
====Vendors Maintenance====
−
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
+
 
 +
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
 +
 
 +
 
 +
===General===
 +
 
 +
====Reports====
  
−
===Payroll Module===
+
:'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.'''
  
−
Adjust Definition Balances
 
−
:'''Allow import for any definition.'''
 
−
:'''Allow import of transaction adjustment amount and factor values.'''
 
  
−
Tax Library
+
====Windows Client====
−
:'''Updated to 2022-R2a version (MS state.)'''
 
  
−
===General===
+
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
  
−
System Menu
 
−
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
+
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
+
:Fix zero cost issues with inventory reconciliation.
 +
 
 +
 
 +
====KServer Keystone Online Dashboard API====
 +
 
 +
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
  
−
Device Aggregator
+
==Release 5.2.0.0 - 12/4/2025==
−
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:When sending batch results to notification devices, do not send additional waters as ingredients.
 
  
−
Device Server
+
===New Feature===
−
:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''New layout for batch results when sending batch weights notification email.'''
 
−
:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
 
−
:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
 
−
:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
 
−
:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
 
−
:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
 
−
:Eliminate memory leak on shutdown.
 
−
:Eliminate memory leak for status devices.
 
−
:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)
 
  
−
Keystone REST Server (KServer)
+
====Credit Card Fees====
−
:Fix Div() function to properly handle divide by zero.
+
 
 +
:'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.'''
 +
 
 +
 
 +
====Save Form Layouts====
 +
 
 +
:'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.'''
 +
 
 +
 
 +
====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. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
 +
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
 +
:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
 +
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
 +
:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''
  
−
==Build 4.1.2 - 1/14/2022==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
====Order List====
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
+
 
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
+
:Remove blank Report Sequence option.
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
+
 
 +
 
 +
====Order Maintenance====
 +
 
 +
:Remove the MAP button next to the Delivery Instructions fields.
 +
 
 +
:'''Add a warning message when changing Job Id for an existing order.'''
 +
 
 +
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:'''Add "Base Mix" as an optional schedule grid field.'''
 +
 
 +
:'''Added hint message for split orders.'''
 +
 
 +
:'''Add "Show Status Hints" to Options menu.'''
 +
 
 +
:'''Add "Status Hint Legend" to Options menu.'''
 +
 
 +
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
 +
 
 +
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
 +
 
 +
 
 +
===Ticketing Module===
 +
 
 +
====Order List====
 +
 
 +
:Remove blank Report Sequence option.
  
−
System Map
 
−
:Fix issue where map would not start for some customers.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Email Invoices
+
====A/R Inquiry====
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
+
 
 +
:'''Add credit card fee/pay class to Payment History grid.'''
 +
 
 +
 
 +
====Cash Posting Register====
 +
 
 +
:'''Add "Session No" to selection criteria.'''
 +
 
 +
 
 +
====Customer Prices Maintenance====
 +
 
 +
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
 +
 
 +
 
 +
====Customer Sales by Job====
 +
 
 +
:Fix overlap of long product code and product description.
 +
 
 +
 
 +
====Drivers List====
 +
 
 +
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
  
−
Plant Maintenance
 
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
 
  
−
Setup Pending Prices
+
====Email Invoices====
−
:Greatly improved performance when calculating price changes.
+
 
−
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
+
:Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
−
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
+
 
 +
 
 +
====Job Prices Maintenance====
 +
 
 +
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
 +
 
 +
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
 +
 
 +
 
 +
====Pay Class Maintenance====
 +
 
 +
:'''New option added to the A/R File Maintenance menu.'''
 +
 
 +
 
 +
====Products Maintenance====
 +
 
 +
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
 +
 
 +
 
 +
====Sales Tax Rates Maintenance====
 +
 
 +
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
 +
 
 +
 
 +
====Ticket Maintenance====
 +
 
 +
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
 +
 
 +
:'''Ask for a Void Reason when using the F3 Void button.'''
 +
 
 +
 
 +
====Void Invoice====
 +
 
 +
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
  
−
Void Invoice
 
−
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
 
−
:'''Reset the Ticket Option to Open after each Void process.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Print 1099 Forms
+
====Email ACH Stubs====
−
:Fixed 1099-NEC form starting line for second and third forms.
+
 
−
:Removed 2020 warning message.
+
:'''New option added to the A/P Invoicing/Checks menu.'''
 +
 
 +
 
 +
====Federal & State 1099 Export====
 +
 
 +
:'''Updated for 2025.'''
 +
 
 +
 
 +
====Print 1099 Forms (Month End)====
 +
 
 +
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
 +
 
 +
 
 +
====Vendors Maintenance====
 +
 
 +
:Fix typecast exception (Null->OleStr) when adding a new vendor.
 +
 
 +
 
 +
====Handwritten Check Entry====
 +
 
 +
====Invoice Vouchering====
 +
 
 +
====Vendor Classes Maintenance====
 +
 
 +
====Vendors Maintenance====
 +
 
 +
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
 +
 
  
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Import Transactions
+
====Accounts Maintenance====
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
+
 
 +
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
  
−
===Payroll Module===
 
  
−
Print W-2 Forms<BR>
+
===System Menu===
−
Print W-3 Form
 
−
:Removed 2020 warning message.
 
  
−
Tax Library
+
====Option Maintenance====
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
 
  
−
===Quote Module===
+
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
  
−
Quote Maintenance
 
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
 
  
 
===General===
 
===General===
  
−
Automatic Backup
+
====Company Database====
−
:By default the automatic backup will now prompt the user before doing the backup.
 
  
−
Setup
+
:'''Updated to version 26.07.'''
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
 
  
−
==Build 4.1.1 - 1/7/2022==
 
  
−
===Dispatch Module===
+
====Document Database====
 +
 
 +
:'''Updated to version 2.01.'''
 +
 
 +
 
 +
====Keystone Setup====
 +
 
 +
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
 +
 
 +
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
 +
 
 +
 
 +
====System Menu====
  
−
Print Orders
+
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
−
:'''Add ability to print Usage Description field on form.'''
 
  
−
Ticket Printing
+
:'''Add Visual Theme selector icon to the top of the menu.'''
−
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
 
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
−
===Ticketing Module===
+
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
  
−
Ticket Printing
+
:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
−
===Quote Module===
+
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
  
−
Print Quotes
 
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
 
  
−
===Payroll Module===
+
====Windows Client====
  
−
Payroll Tax Library
+
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
 
  
−
Prepare Payroll
+
:'''Add First/Last page buttons to the Document Viewer.'''
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 
  
−
===General===
+
:'''Use search button in place of blue background for fields where F4 search is available.'''
  
−
Document Viewer
+
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
−
:Add handling for multi-page PDF documents.
 
  
−
Keystone Map
+
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
−
:Fix map startup issue (endless loop during map initialization.)
 
−
:Eliminate double plot of calculated route.
 
  
−
System Menu
 
−
:'''When user is deleted, ask to delete associated system options.'''
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:Do not send dispatch events to notification devices for a voided load.
 
  
−
Device Server
+
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
 
  
−
Keystone REST Server (KServer)
+
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
−
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
 
−
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
 
  
−
==Build 4.1 - 12/28/2021==
 
  
−
===Important Note===
+
====Device Server====
  
−
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
+
:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
  
−
===Accounts Receivable Module===
 
  
−
Customer Maintenance
+
====KServer Dashboard API====
−
:'''Add "Invoice Tkt Images" checkbox.'''
+
 
 +
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
  
−
Email Invoices<BR>
+
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
−
Print Invoices<BR>
 
−
Reprint Invoices
 
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
  
−
Job Price Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
  
−
Plant Maintenance
+
====KServer Dispatch API v2====
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
 
  
−
===Quote Module===
+
:'''Add "NextToLoad" endpoint.'''
  
−
Quote Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
−
===Accounts Payable Module===
+
====KServer Driver API====
  
−
1099 State Maintenance
+
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
 
  
−
Federal & State 1099 Export
 
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
+
====KServer Keystone Online Back Office API====
−
Invoice Vouchering
 
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
−
:'''Add "1099 State" field to detail report.'''
 
  
−
Vendor Maintenance
+
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
−
:'''Add "1099 Amounts" tab.'''
 
−
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
 
  
−
Void Invoice
 
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
  
−
Web Portal Export/Filing
+
====KServer Keystone Online Customer Portal API====
−
:'''New submenu added to the A/P menu.''''
 
  
−
===Payroll Module===
+
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
  
−
ACA 1094/1095 Export
+
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
−
:'''Updated for 2021.'''
 
  
−
Calculate Payroll
 
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
  
−
Company Maintenance
+
====Keystone REST Server (KServer)====
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
  
−
Employee Maintenance
+
:Fix "EFOpenError" exception during Keystone system installation.
−
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
 
−
:'''ACA Plan Start Month is now required (as of 2020.)'''
 
  
−
Federal & State W-2 Export
+
:'''Modify KPPTranslate action to handle pay class fees.'''
−
:'''Updated for 2021.'''
 
  
−
Payroll Tax Library
 
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
====Keystone Relay====
−
:This option has been removed from the Payroll Year End menu.
 
  
−
Timecard Maintenance
+
:Fix occasional crashes resulting from NullReferenceException.
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
−
===Services===
 
  
−
Device Aggregator
+
====Kserver Datatables API====
−
:'''Add Test Mode parameter for truck status processing.'''
 
  
−
Device Server
+
:'''Updated AP1099FORMBOX for 2025.'''
−
:'''Add Test Mode parameter for truck status processing.'''
 
−
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
  
 
----
 
----
 +
 +
[[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 4.0.x]]

Latest revision as of 16:01, 29 December 2025

Contents


NOTE: Items in bold type are NEW features.

Release 5.2.3.0 -

Dispatch Module

Order Maintenance

When adding a new order, display "<Required>" in the P.O. Number field if it is required.


Ticket Printing

When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.


Accounts Receivable Module

Pay Class Maintenance

Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)


Ticket Maintenance

When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.


General

System Menu

Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.


Windows Client

Improve unit cost rounding on various reports.


Services

Application Server

Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)


Application Server

Device Aggregator

Device Server

Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.


Ticketing Module

Order Maintenance

Ticket Printing

When adding a new item, display "<Required>" in the P.O. Number field if it is required.


Utilities

DataScope

Query Export

Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.

Release 5.2.2.0 - 12/19/2025

Accounts Receivable Module

Job Prices Maintenance

Do not display customer warning that is set to trigger in Order Maintenance.


Purchase Order Module

P.O. Receipt Entry

Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.


General

Company Database

Updated to version 27.02.


Reports

Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)


Windows Client

Improve precision of Unit Cost fields.


Services

Application Server

Improve precision of cost calculations when reconciling inventory.


Device Aggregator

Device Server

Increase precision of Specific Gravity field.

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

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


Re-Print Tickets

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


Print Invoices

Re-Print Invoices

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


Accounts Payable Module

Vendors Maintenance

Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.


General

Reports

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


Windows Client

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


Services

Application Server

Fix zero cost issues with inventory reconciliation.


KServer Keystone Online Dashboard API

Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

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


Save Form Layouts

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


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


Dispatch Module

Order List

Remove blank Report Sequence option.


Order Maintenance

Remove the MAP button next to the Delivery Instructions fields.
Add a warning message when changing Job Id for an existing order.
Add visual indicator when Slump is changed due to a product change on the order.


Schedule

Add "Base Mix" as an optional schedule grid field.
Added hint message for split orders.
Add "Show Status Hints" to Options menu.
Add "Status Hint Legend" to Options menu.
Add system option to cache schedule queries to improve performance in certain cases.
Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)


Ticketing Module

Order List

Remove blank Report Sequence option.


Accounts Receivable Module

A/R Inquiry

Add credit card fee/pay class to Payment History grid.


Cash Posting Register

Add "Session No" to selection criteria.


Customer Prices Maintenance

Add Standard Cost field to grid. Add ability to show/hide grid fields.


Customer Sales by Job

Fix overlap of long product code and product description.


Drivers List

When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.


Email Invoices

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


Job Prices Maintenance

When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.
Changes to the "Inactive" field will now be tracked as a field change event.


Pay Class Maintenance

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


Products Maintenance

When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.


Sales Tax Rates Maintenance

Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.


Ticket Maintenance

A warning message will be displayed if the Tax Authority field is left blank.
Ask for a Void Reason when using the F3 Void button.


Void Invoice

Added ability to select multiple invoices to void when using the "Void By Invoice" option.


Accounts Payable Module

Email ACH Stubs

New option added to the A/P Invoicing/Checks menu.


Federal & State 1099 Export

Updated for 2025.


Print 1099 Forms (Month End)

Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)


Vendors Maintenance

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


Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

Allow bank account G/L accounts to be used in Expense G/L dropdown.


General Ledger Module

Accounts Maintenance

When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.


System Menu

Option Maintenance

Show preview of selected theme and apply to all active Keystone windows when accepted.


General

Company Database

Updated to version 26.07.


Document Database

Updated to version 2.01.


Keystone Setup

Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
Upgraded setup to use light/dark mode based on current Windows settings.


System Menu

The Entry/Processing submenu has been removed from the Payroll menu.
Add Visual Theme selector icon to the top of the menu.
When increased/decreased, the menu font size will now be saved for the currently logged in user and company.
When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
Fix issue where there is no Keystone icon in the taskbar during the initial login screen.


Windows Client

Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
Add First/Last page buttons to the Document Viewer.
Use search button in place of blue background for fields where F4 search is available.
In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
Add new options to File menu: "Reset Form Layout" and "Save Form Layout".


Services

Application Server

Modify PrepareRemoteDB to include the new A/R Pay Class table.
Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.


Device Server

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


KServer Dashboard API

Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.
Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.


KServer Dispatch API v2

Add "NextToLoad" endpoint.


KServer Driver API

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


KServer Keystone Online Back Office API

Modify "CustomerPayment" endpoint to create transactions for pay class fees.
Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.


KServer Keystone Online Customer Portal API

Modify "CustomerInvoices" endpoint to include pay class fee information.
Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.


Keystone REST Server (KServer)

Fix "EFOpenError" exception during Keystone system installation.
Modify KPPTranslate action to handle pay class fees.


Keystone Relay

Fix occasional crashes resulting from NullReferenceException.


Kserver Datatables API

Updated AP1099FORMBOX for 2025.

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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