Difference between revisions of "New Keystone Releases"

Latest revision as of 13:59, 2 August 2026

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

@@ Line 4: / Line 4: @@
 <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
-==Build 4.0.2 - 10/29/2021==
+==Release 5.3.3.0 - 7/31/2026==
 ===Dispatch Module===
-Keystone Map
+====Cash Payment Entry====
-:Fix "This page can't load Google Maps correctly" when displaying the map or route.
+:'''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
+====Application Server====
-:Reverted 4.0 change which reduced maximum memory usage from 3GB to 2GB.
+:'''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====
-Device Aggregator
+:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.
-:Add more diagnostic information to the log during TCPServerExecute processing.
-==Build 4.0.1 - 10/25/2021==
+==Release 5.3.2.0 - 7/10/2026==
 ===Dispatch Module===
-Order Maintenance
+====Void Tickets====
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
-:Do not allow the "Ticket Bal" field to be changed.
+: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===
-Order Maintenance
+====On Hand Inquiry====
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
+: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===
-A/R Inquiry
+====Products Maintenance====
-:Do not scale fonts on the History screen when resized.
-:'''Add splitter control to allow ticket history grid to be expanded.'''
+:Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)
-Job Price Maintenance<BR>
+====Sales Tax Report (Month End)====
-Ticket Maintenance<BR>
-Zone Maintenance
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
-Unit of Measure Maintenance
+:Add checkbox option to "Include Tax for Begin Balance Invoices."
-:'''Add Batch U/M field.'''
-===Quote Module===
-Quote Maintenance
+====Void Invoice====
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
+: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===
-A/P Inquiry
+====Check Register (Month End)====
-:'''Allow the History form to be resized/maximized.'''
-:Do not scale the fonts on the History form when resized.
-:'''Add splitter controls to allow payment and receipt history grids to be expanded.'''
-===Purchase Order Module===
+:'''Add "Session No." sequence option.'''
+====Check Register====
-P.O. Receipt Maintenance
+====Check Register (Month End)====
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
-===Payroll Module===
+: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.
-Timecard Maintenance
-:Fix exception "EDatabaseException: At End of Table" when deleting an item with two or more detail records.
 ===General===
-Form Reports
+====Company Database====
-:Properly establish form settings (such as Detail section height) when the form is changed during the run.
-Setup
+:'''Updated to version 28.06.'''
-:Fix so new "cog" icon is used when updating existing Keystone installations.
-System Menu
-:Do not delete the local cache folders at startup.
-Windows Client
+====Windows Client====
-:When Base-64 encoding do not insert CR/LF every 76 characters.
+: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
+====Application Server====
-:'''When an active load status is received from a device for a truck that is not currently on an active load, change the status to Travel.'''
-:'''When a truck is currently on an active load and the status received from a device is earlier than the current status, change the status to Travel.'''
+:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.
-:'''When upgrading the database version, keep track of the last successfully run SQL statement within the script. In case of a restart, begin the script at the next SQL statement after the last successfully run statement within the script.'''
+====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.'''
-Device Server
-:Further changes to PennDOT E-Ticket interface (in progress.)
-:When sending order route to Keystone Online, fix incorrect JSON string encoding for the route data.
-Keystone REST Server (KServer)
+====KServer Keystone Online GPS API====
-:When Base-64 encoding do not insert CR/LF every 76 characters.
-==Build 4.0 - 10/14/2021==
+:'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.'''
-===New Features===
-Keystone Map
+====Keystone REST Server (KServer)====
-:We have developed a completely new map option which will (optionally) allow fastest/shortest routing using HERE truck routing in place of Google Maps routing. This new map requires Microsoft's Edge Chromium browser. Please contact your IT department or GivenHansco support for assistance.
-Generic Reports w/Export
+:'''Add ability to send GPS status information to the Device Aggregator.'''
-:As of this version we have moved over 35 Keystone reports to our new KServer-based generic report option. In addition to reducing the load on the Application Server, the generic report option provides Export capability to Excel, Text and HTML files (for most reports.)
-PennDOT E-Tickets
-:Pennsylvania will be requiring concrete tickets for PA state jobs to be submitted to the new PennDOT E-Ticketing system. We are currently developing an interface for this and expect to deliver the completed interface by the end of 4Q 2021.
-Parent Jobs
+====KServer External AICrete API====
-:We have added the ability to establish "parent jobs" for pricing purposes. Previously if you had several jobs that shared the same pricing, you would have to enter the same pricing information in each of the jobs. Now you can enter the pricing information once in a parent job, and link the other jobs to the same parent job.
-Automatic Cloud Backup
+====KServer External AICrete API v1.1====
-:The automatic scheduled backup program now backs up to the cloud in addition to the local file.
-Read-Only Data
+:Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.
-:As of this version we have identified and moved over 35 data sources out of the Application Server and into KServer. This reduces the load on the Application Server and improves overall system stability.
+==Release 5.3.0.0 - 6/17/2026==
 ===Dispatch Module===
-Driver Time/Yardage Analysis Report
+====Driver Call-In Report====
-:Fix inaccuracy in totals due to unnecessary rounding during detail processing.
+:'''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====
-Order Maintenance
+====Ticket Printing====
-:'''Add event when Customer PO field is changed.'''
-:'''Add event when Tax Authority field is changed.'''
-:'''Add indicator to Price Source if the price is a pending price.'''
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
-:'''Retrieve route data from map and save with the order.'''
-:When copying an order, do not try to do base product translation for comment lines.
-:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
-:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
-:'''Add ability to disable the "Advanced" copy button on the Copy Order dialog (contact support if you need this feature.)'''
-:When the Print button is clicked, save any pending changes prior to printing.
-:The Backspace key may now be used to clear the "Cement" drop-down.
-Schedule
+:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
-:'''Retrieve route data from map and save with the order.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-:Fix issue where sometimes the truck would not clock in when using Find Truck and then the Clock In option.
-:Fix "ERESTException: HTTP/1.1 500 Internal Server Error" when clicking the Edit button while shipping a load.
-:'''Add "Will-Call Order" button to order right-click popup menu.'''
-:'''Add "Show Map" button to order right-click popup menu.'''
-:Reload document list when user right-clicks on a truck/ticket.
-:Disable "View Doc" button if there are no documents available for the ticket.
-:Reload document grid when user selects "Edit Ticket" from the right-click truck status menu.
-:Schedule totals now display correctly when there are shipped loads scheduled for a different day.
-:No longer allows "Mark Order as Complete" function when no loads have been shipped on the order.
-Ticket Maintenance
+:'''Add "Bill As Plant" field.'''
-:'''Add "Ticket Notes" tab.'''
-:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
-Ticket Printing
-:When creating a ticket from an order, do not try to do base product translation for comment lines.
-:'''Add option to allow the Customer ID to be changed for an existing ticket (contact support if you need this feature.)'''
-:On the ticket stub screen, do not show the Mix On Board product if the Qty On Board is zero.
-:'''Add "Ticket Notes" tab.'''
 ===Ticketing Module===
-Order Maintenance
+====On Hand Inquiry====
-:'''Add indicator to Price Source if the price is a pending price.'''
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
+:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
-:'''Retrieve route data from map and save with the order.'''
-:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
-:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
+====Order Maintenance====
-:When the Print button is clicked, save any pending changes prior to printing.
+:'''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.)'''
-Order Stack
+:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
-:'''Significantly improved start-up time.'''
-:'''Now defaults to showing the last month's worth of orders.'''
-:'''Add "Order Lookback Date" to Refresh Options screen to control visibility of old orders.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-:'''Save "Show Delivery Instructions" option from run to run.'''
-Ticket Maintenance
+:'''Add (optional) display of Standard Cost in the Products grid.'''
-:'''Add "Ticket Notes" tab.'''
-:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
-Ticket Printing
-:When creating a ticket from an order, do not try to do base product translation for comment lines.
-:'''Add "Ticket Notes" tab.'''
 ===Accounts Receivable Module===
-A/R Inquiry
+====A/R Inquiry====
-:'''Add "Session No" as an optional field on the invoice grid.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
+:'''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.'''
-A/R Inquiry<BR>
-Cash Posting
-:'''Add "Order Id" and "Ship To 1" as optional columns on the main invoice grid.'''
-:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main invoice grid.'''
-:'''Add "PP Status", "PP Status Date", "PP Batch Id", "PP Merch Id", "PP Ref No" and "PP Auth Code" as optional columns on the main invoice grid.'''
-:'''Add "Price Source" column to ticket history grid.'''
-Aged Trial Balance
+====Open Ticket Stack====
-:'''Print plant/division subtotals when printing Control Total and plant/division subtotals boxes checked.'''
-Automatic Products
+:'''Add "Bill As Plant" as an optional grid field.'''
-:Fix issue where a "not range" (ex: ~01-09) automatic product was not being processed correctly (introduced in 3.6.)
-Cash Posting
+:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Cash Posting Register<BR>
-MTD Cash Posting Register
-:'''On the Bank Deposit add customer portal payment totals (Portal CC and Portal ACH.)'''
-:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main report and the Bank Deposit report.'''
-:'''Add "PP Ref No" column to the main report and the Bank Deposit report.'''
-Customer Maintenance
+====Print Invoices====
-:'''Add "Tax Exempt Exp Date" field.'''
-:'''Add "Web CCPay" checkbox to Contacts grid.'''
-:'''Disable "Web Invoices" and "Web CCPay" checkboxes if there is no default PP Cash G/L account specified.'''
-:No longer allows a customer with orders to be deleted.
-Default G/L Accounts
+:'''Add "Posted" indication in session log when invoices are posted.'''
-:'''Add "PP Cash" default G/L account.'''
-Division Maintenance
+:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
-:'''Add "A/R PP Cash" default G/L account.'''
-Edit Open Ticket Times
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Email Invoices
+====Sales Territories List====
-:Fix recent invoice sessions not showing in Session dropdown list.
-Email Invoices<BR>
+:'''New option added to the A/R File List menu.'''
-Email Orders<BR>
-Email Statements
-:Change caption on OK button to "Send".
-Handwritten Invoice Entry
-:'''Add "Ticket Notes" tab.'''
-Import Tickets<BR>
+====Sales Territories Maintenance====
-Open Ticket Stack<BR>
-Pre-Billing Audit List<BR>
-Price Exception Report<BR>
-Print Invoices<BR>
-Quick Ticket Entry<BR>
-Ticket Batch List<BR>
-Ticket Maintenance<BR>
-Void Invoice
-:'''Add indicator to Price Source if the price is a pending price.'''
-Invoice Job Corrections
+:'''New option added to the A/R File Maintenance menu.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Job Price Maintenance
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
-:'''Retrieve route data from map and save with the order.'''
-:Fix issue where customer contacts are deleted from the job's customer when the job is deleted.
-:'''Add DOT tab to enter state-specific DOT information.'''
-:'''Add "Parent Job" button to establish parent job relationship.'''
-Open Ticket Stack
+====Salespeople Maintenance====
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-:Fix EAccessViolation exception when attempting to print a ticket from the edit ticket window.
-:When repricing tickets, only replace the Customer P.O. on the ticket if the job has a Customer P.O. specified.
-Plant Maintenance
+:'''Add sales territory grid.'''
-:'''Add "PP Cash" default G/L account.'''
-:'''Add DOT tab to enter state-specific DOT information.'''
-Product Class List
-:'''Product Class selection is now a checklist.'''
-Product Maintenance
+====Voided Tickets Report====
-:'''Add "SubType" (ingredient subtype) field to product maintenance screen.'''
-:'''Add DOT tab to enter state-specific DOT information.'''
-Product Sales by Customer Report
+:The Ticket Number will now properly show all 7 digits on the report.
-:Widen Qty and Amount columns to accomodate larger totals.
-Quick Ticket Entry
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Re-Print Tickets
+====A/R Inquiry====
-:Fix report sequence not working.
-Setup Pending Prices
+====Cash Posting====
-:Change "Apply" button caption to "Post".
-:'''Added hints to Post and Clear buttons.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Summary Sales Report
+:'''Add "Unit Disc" field to Ticket History grid.'''
-:'''Product Class selection is now a checklist.'''
-Ticket History Inquiry
-:'''Add "Ticket Notes" tab.'''
-Ticket Maintenance
+====A/R Inquiry====
-:Change field order on Payment tab to match field order in Cash Posting.
-:Never mark a new ticket as "Priced".
-:'''Display warning when attempting to reprice a priced ticket.'''
-:'''Add ability to change the Customer ID for an existing ticket.'''
-:'''Add "Ticket Notes" tab.'''
-Unit of Measure Maintenance
+====Cash Posting====
-:'''Add DOT tab to enter state-specific DOT information.'''
+====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.'''
-Void Invoice
-:'''Performance improvement when loading the invoice list.'''
 ===Quote Module===
-Quote Maintenance
+====Quote Maintenance====
-:'''When booking/rebooking a job and selecting the "Create Order from Quote" option, the appropriate Order Maintenance (Dispatch/Ticketing) will be launched with the order just created.'''
-:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
+:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
-:'''Retrieve route data from map and save with the order.'''
-:Fix issue where customer contacts are deleted from the quote's customer when the quote is deleted.
+:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
-:Fix issue where prospect contacts are deleted from the quote's prospect when the quote is deleted.
-:'''Add DOT tab to enter state-specific DOT information.'''
+:'''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===
-A/P Inquiry
+====Email ACH Stubs====
-:'''Add "Session No" as an optional field on the invoice grid.'''
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
+: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====
-Aged Trial Balance
+:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
-:Fix exception "EDatabaseError cdsReport: Field 'SEQUENCE_CODE' not found" when using the "Sequence" report sequence option (introduced in 3.6.29.2.)
-Cash Flow Analysis
-:'''Vendor Class and Division selection are now checklists.'''
-Invoice Vouchering
+====1099 Audit List (Month End)====
-:When checking for duplicate invoices, ignore invoices in A/P recurring batch templates.
-:'''Add security option to control whether duplicate invoice numbers can be posted.'''
-:Only show P.O. numbers in the P.O. dropdown that have unlinked P.O. receipts.
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-:Will now ask to save changes when using the X to close the window if you have fully distributed the current invoice.
-:Prevent changes to the batch after posting and clicking the Cancel button the printer dialog.
-Invoices for Payment List
+====Federal & State 1099 Export====
-:'''Vendor Class and Division selection are now checklists.'''
-MTD Check Register
+:'''Add Division selection.'''
-:Fix issue where only uncleared checks were shown on the report.
-Select Invoices for Payment
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-Vendor Maintenance
+====Handwritten Check Entry====
-:'''Add Warning tab which will pop-up when the vendor is selected during Invoice Vouchering.'''
-Void Check
+====Invoice Vouchering====
-:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
-Void Invoice
+: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.)
-:'''Performance improvement when loading the invoice list.'''
-:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
-===Cash Management Module===
-Bank Account List
+====Print Checks====
-:Fix exception when selecting on Bank Name.
-Cash Flow Summary Report
+====Re-Print Checks====
-:Include void and reversal transactions.
-:'''Indicate whether total amounts include void/reversal transactions.'''
-:'''Add C/M account segment selection.'''
-:'''Add "Source Trx" summarization option (detail.)'''
-Statement Reconciliation
+: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".
-:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
-===General Ledger Module===
-Account Maintenance
+===Purchase Order Module===
-:'''Add system option to require NRMCA Group to be entered for new G/L accounts.'''
-Detail Inquiry
+====Purchase Orders List====
-:Fix Credit Amt total calculating incorrectly on the Transaction History popup grid.
-Journal Entry
+:Fix issue where purchase order total would double when there was a comment line on the purchase order.
-:Fix issue where batch could be posted that was out of balance.
-===Payroll Module===
-Email Direct Deposit Stubs
+===Cash Management Module===
-:Change caption on OK button to "Send".
-:Eliminate blank page at end of check stub.
-Print Direct Deposit Stubs<BR>
+====Statement Reconciliation====
-Print Paychecks
-:Eliminate blank page at end of check run.
+:'''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.'''
-Tax Library
-:'''Updated to 2021-R11 version (ID, KS, NY states.)'''
 ===General===
-Batch Maintenance
+====Company Database====
-:After posting a batch, the "Print another batch report?" dialog the button captions have been changed to "Reprint" and "Close" (the X button is treated as "Close".)
+:'''Updated to version 28.02.'''
-Company Database
+====System Menu====
-:'''Significantly improve performance of Stonemont QC batch result list query.'''
-Generic Report
+:'''Delete user-related role assignments and security options when a user is deleted.'''
-:When exporting use field names instead of field labels.
-Keystone Map
-:'''New version which (optionally) supports HERE routing (fastest/shortest) and geocoding.'''
-:'''Allow manual dragging of route segments on the Route tab.'''
-:'''Add "Undo" button on Route tab to un-do the last manual route change.'''
-:'''Add "Show Traffic" checkbox on Route tab to show traffic data.'''
-:'''Show start and end addresses on the directions portion of the Route tab.'''
-:'''When calculating a route, use truck vehicle parameters received from the caller.'''
-Reports
+====Windows Client====
-:'''Performance improvement: Generate report intermediate output to memory stream instead of disk file.'''
-System Backup Utility
+:'''Add events for item rename/merge.'''
-:'''When run as a Windows task the default is now to backup to the client and the cloud.'''
-System Menu
+:'''Add (optional) ability to Delete a document previously uploaded.'''
-:Retry in case of error when downloading web update.
-Windows Client
-:'''Add support for Windows 11.'''
-:'''Add support for Windows Server 2022.'''
-:Fixed issue where client-side cache would not be updated properly after restarting KServer.
-:Eliminate unnecessary refreshing of sales tax rates.
-:Eliminate unnecessary KServer calls when refreshing/closing certain datasets.
-:Fix "XltBaseProduct" method to ignore blank product ID.
-:'''Store local cache files in a common folder instead of a user-specific folder (this should improve performance and resource usage on terminal servers.)'''
-:When loading default or user's custom grid layout, scale the grid columns based on the current form dimensions to avoid "scrunched up" columns if the form is maximized.
-:At startup apply field security options to ALL grid tabs, not just the active tab as previously.
-:Fix error "Exception EFCreateError: Cannot create file "". The filename, directory name, or volume label syntax is incorrect" at startup (Remote Desktop users only.)
 ===Services===
-Application Server
+====Application Server====
-:'''When an order route is added or updated send an order route notification through KServer.'''
-:When validating batch weights, use DRIVER_ID instead of DRIVER_NAME to validate the driver.
+:Setup relay server connection info only for the main Keystone server.
-:'''When validating batch weight ingredients populate the new VAL_INGREDIENT_SUBTYPE field.'''
-:Fix issue where editing a Dispatch ticket did not update the Load Size in the projected loads table.
-:'''When validating batch weights, validate the ingredient type, ingredient U/M and driver code.'''
+====Device Server====
-:Reverted to 2GB memory limit which should improve reliability.
+:'''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.'''
-Device Aggregator
-:When processing batch weights, truncate fields that are too long to avoid generating string overflow exceptions.
-:Log unhandled exceptions only once.
-:'''Send Ingredient SubType to batch weight notification devices.'''
-:'''When processing batch results, bring in Total Water fields (Keystone Batch only.)'''
-:'''When preparing batch results to be sent to Batch Weights notification devices, include validated ingredient type and U/M data as well as DOT-specific U/M data.'''
-Device Server
+====KServer Keystone Online Dashboard API====
-:'''Add Order Route Notification device for Keystone Online.'''
-:'''Use Ingredient Subtype to separate admixtures into the desired categories (PennDOT e-ticket.)'''
-:Eliminate unnecessary log error message when sending dispatch events to Keystone Online.
-:'''For batch controls, add support for Total Water fields (Keystone Batch only.)'''
-:'''Consolidated Event/Notify device types into single Notification device type.'''
-Keystone REST Server (KServer)
+:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
-:Retry in case of error when sending and receiving cloud data.
-:'''Add ability to send updated order route information to Keystone Online when an order route is added or updated.'''
-:Fixed issue where client-side cache would not be updated properly after restarting KServer.
+====KServer Keystone Online E-Ticketing API====
-:Eliminate unnecessary client-side local caches.
-:Fix issue with server cache version less than client-side local cache version.
+:'''Add "StartDate" field to "driverlist" endpoint.'''
-:'''Add support for absolute/relative redirect URI.'''
-:'''Group Keystone session numbers by Session Id once per day.'''
-:'''Send MD5 content hash when writing cloud backup data to enable cloud service validation.'''
+====KServer Windows Client A/R API====
-:'''Added request/response log information related to local caching.'''
-:Fix task manager RunTask method to delay starting the background task until it has been properly initialized (notifications of new dispatch tickets were not being sent to tablets.)
+:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
-:'''Add handling for URL parameters that are separately URL encoded.'''
-:'''Support different document paths based on Company ID when storing e-tickets.'''
+:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
-:Improve reliability of cloud backups.
-:Improve handling of date/time string parameters.
-:'''Consolidated Event/Notify device types into single Notification device type.'''
+====KServer Windows Client Device API v2====
-:'''Backoffice API: Add "PP Cash G/L" account handling to CustomerPayment endpoint.'''
-:'''Customer Portal API: Support credit card payments for one or more Keystone invoices (including discount handling.)'''
+:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
-:Customer Portal API: CustomerInvoices will now properly include invoices with an empty Job Id.
-:Dispatch API v2: CustomerInvoices will now properly include invoices with an empty Job Id.
+:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
-:'''Driver API: Optimize "getdocfilename" query in notifyordercomplete endpoint.'''
-:Driver API: Fix ticketproducts query in truckticketinfo endpoint to calculate the Qty Delivered based on previous tickets instead of using the original order Qty Delivered at the time of ticketing (show correct Order Qty Delv on e-tickets for edited tickets.)
-:'''FX API: Significant performance improvement for "kpi" and "kpibymo" endpoints: optimize kpislslyr, kpisysytd, kpisysmtd, kpitck, kpiptk and kpiday queries.'''
+====Keystone REST Server (KServer)====
-:'''FX API: Add "trucksinstatus" endpoint.'''
-:FX API: Fix "trucksbystatus" query to include only loads for the specified time period.
+:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
-:'''Keystone Online Customer Portal API: Add "PP Cash G/L" account handling to CustomerPayments endpoint.'''
-:'''Keystone Online Reports API: New API to support reports for Keystone Online.'''
-:Stonemont QC API: Adjust redirect URIs to be relative.
-:Version API: Fix time zone issue with server statistics.
-:'''Windows Client A/P API: Several queries moved from Application Server to KServer.'''
-:'''Windows Client A/P Lookup API: Several queries moved from Application Server to KServer.'''
-:Windows Client A/P Report API: Fix "APAgedTrialBalance" query to include vendor Sequence Code field.
-:'''Windows Client A/R API: Several queries moved from Application Server to KServer.'''
-:'''Windows Client A/R API: Improve performance of quoted job lookup lists.'''
-:'''Windows Client A/R API: Improve performance of XltBaseProduct endpoint.'''
-:'''Windows Client A/R Lookup API: Several queries moved from Application Server to KServer.'''
-:'''Windows Client A/R Lookup API: Add Product Ingredient Subtype lookup endpoint.'''
-:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to handle product codes containing slashes.
-:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to use the correct company when querying products.
-:'''Windows Client Device API v2: Add "trxsync" endpoint that is run at startup and once an hour.'''
-:'''Windows Client Dispatch Lookup API: Several queries moved from Application Server to KServer.'''
-:Windows Client System Database API: Fix "logupdate" endpoint to apply proper base-64 decoding to update memo field.
 ----
+[[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]]

Difference between revisions of "New Keystone Releases"

Latest revision as of 13:59, 2 August 2026

Contents

Release 5.3.3.0 - 7/31/2026

Dispatch Module

Cash Payment Entry

End Of Day

Open Ticket Stack

Order Maintenance

Ticket Maintenance

Ticket Printing

Truck Demand Graph

Ticketing Module

End Of Day

Order Maintenance

Ticket Printing

Tickets Maintenance

Accounts Receivable Module

Base Product Maintenance

Credit Limit Report

Credit Review Report

Customers List

Inventory Batch List

Inventory Status Report

Inventory Valuation Report

Invoice Register (Month End)

Open Ticket Stack

Payment Processor Remittance

Physical Inventory Entry

Print Invoices

Sales Tax Report (Month End)

Open Ticket Stack

Ticket Maintenance

Print Invoices

Re-Print Invoices

Handwritten Invoice Entry

Ticket Inquiry

Ticket Maintenance

Accounts Payable Module

Vendors Maintenance

Cash Management Module

Statement Reconciliation

General

Company Database

Keystone Setup

Reports

Services

Application Server

KServer External AICrete API v2

KServer External Quadrel API v2

KServer External SalesInsight API v2

KServer External SlabStack API v1

KServer Keystone Online Back Office API

KServer Windows Client A/R API

Keystone REST Server (KServer)

KServer Dispatch API v2

KServer Keystone Online Customer Portal API

Release 5.3.2.0 - 7/10/2026

Dispatch Module

Void Tickets

Quote Module

Quote Maintenance

General

Windows Client

Services

Device Aggregator

KServer Windows Client Device API v2

Keystone REST Server (KServer)

Release 5.3.1.0 - 7/2/2026

Dispatch Module

On Hand Inquiry

Order Maintenance

Ticketing Module

On Hand Inquiry

Accounts Receivable Module

Products Maintenance

Sales Tax Report (Month End)

Void Invoice

Cash Posting Register

Cash Posting Register (Month End)