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>
  
−
==Build 4.1.3 - 2/2/2022==
+
==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===
 
===Accounts Payable Module===
  
−
Federal & State 1099 Export
+
====Vendors Maintenance====
−
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
+
 
 +
:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''
 +
 
  
−
===Payroll Module===
+
===Cash Management Module===
  
−
Adjust Definition Balances
+
====Statement Reconciliation====
−
:'''Allow import for any definition.'''
+
 
−
:'''Allow import of transaction adjustment amount and factor values.'''
+
: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.
  
−
Tax Library
 
−
:'''Updated to 2022-R2a version (MS state.)'''
 
  
 
===General===
 
===General===
  
−
System Menu
+
====Company Database====
−
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
+
 
 +
: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===
 
===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.)'''
+
:'''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.
 +
 
  
−
Device Aggregator
+
====KServer External SlabStack API v1====
−
:'''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 API for Slabstack.'''
−
:'''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)
 
−
:Fix Div() function to properly handle divide by zero.
 
  
−
==Build 4.1.2 - 1/14/2022==
+
====KServer Keystone Online Back Office API====
  
−
===Dispatch Module===
+
:Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.
  
−
Order Maintenance
 
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
 
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
 
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
 
  
−
System Map
+
====KServer Windows Client A/R API====
−
:Fix issue where map would not start for some customers.
 
  
−
===Accounts Receivable Module===
+
:'''Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.'''
  
−
Email Invoices
 
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
 
  
−
Plant Maintenance
+
====Keystone REST Server (KServer)====
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
 
  
−
Setup Pending Prices
+
:'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.'''
−
: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.
 
−
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
 
  
−
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===
+
====KServer Dispatch API v2====
  
−
Print 1099 Forms
+
====KServer Keystone Online Customer Portal API====
−
:Fixed 1099-NEC form starting line for second and third forms.
 
−
:Removed 2020 warning message.
 
  
−
===General Ledger Module===
+
:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.
  
−
Import Transactions
+
==Release 5.3.2.0 - 7/10/2026==
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
 
  
−
===Payroll Module===
+
===Dispatch Module===
  
−
Print W-2 Forms<BR>
+
====Void Tickets====
−
Print W-3 Form
+
 
−
:Removed 2020 warning message.
+
:Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)
  
−
Tax Library
 
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
 
  
 
===Quote Module===
 
===Quote Module===
  
−
Quote Maintenance
+
====Quote Maintenance====
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
+
 
 +
:UI Issue: Widened Quote Id column to show the entire Quote Id.
 +
 
  
 
===General===
 
===General===
  
−
Automatic Backup
+
====Windows Client====
−
:By default the automatic backup will now prompt the user before doing the backup.
+
 
 +
: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====
  
−
Setup
+
:Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
 
  
−
==Build 4.1.1 - 1/7/2022==
+
 
 +
====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===
 
===Dispatch Module===
  
−
Print Orders
+
====On Hand Inquiry====
−
:'''Add ability to print Usage Description field on form.'''
+
 
 +
: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.)
  
−
Ticket Printing
 
−
: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===
 
===Ticketing Module===
  
−
Ticket Printing
+
====On Hand Inquiry====
−
:'''Add ability to print the Plant Phone Number on tickets.'''
+
 
 +
: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.'''
  
−
===Quote Module===
 
  
−
Print Quotes
+
====Check Register====
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
 
  
−
===Payroll Module===
+
====Check Register (Month End)====
  
−
Payroll Tax Library
+
:The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column.
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
+
: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.
  
−
Prepare Payroll
 
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 
  
 
===General===
 
===General===
  
−
Document Viewer
+
====Company Database====
−
:Add handling for multi-page PDF documents.
+
 
 +
:'''Updated to version 28.06.'''
 +
 
  
−
Keystone Map
+
====Windows Client====
−
:Fix map startup issue (endless loop during map initialization.)
+
 
−
:Eliminate double plot of calculated route.
+
:Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.
  
−
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.
+
 
 +
: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.'''
  
−
Device Server
 
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
 
  
−
Keystone REST Server (KServer)
+
====On Hand Inquiry====
−
: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==
+
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
  
−
===Important Note===
 
  
−
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.
+
====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===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
====A/R Inquiry====
−
:'''Add "Invoice Tkt Images" checkbox.'''
+
 
 +
:'''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)====
  
−
Email Invoices<BR>
+
:'''Add "Driver Name" to the report.'''
−
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
+
====Print Invoices====
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
+
 
 +
====Re-Print Invoices====
 +
 
 +
:'''When printing the product summary, list the mix product first.'''
 +
 
  
 
===Quote Module===
 
===Quote Module===
  
−
Quote Maintenance
+
====Quote Maintenance====
−
:'''Add "Job Mix Year" to DOT tab.'''
+
 
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
+
:'''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===
 
===Accounts Payable Module===
  
−
1099 State Maintenance
+
====Email ACH Stubs====
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
+
 
 +
: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".
 +
 
  
−
Federal & State 1099 Export
+
===Purchase Order Module===
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
+
====Purchase Orders List====
−
Invoice Vouchering
 
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
−
:'''Updated for 2021.'''
 
  
−
Vendor List
 
−
:'''Add "1099 State" field to detail report.'''
 
  
−
Vendor Maintenance
+
===Cash Management Module===
−
:'''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
+
====Statement Reconciliation====
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
  
−
Web Portal Export/Filing
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
−
:'''New submenu added to the A/P menu.''''
 
  
−
===Payroll Module===
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
  
−
ACA 1094/1095 Export
 
−
:'''Updated for 2021.'''
 
  
−
Calculate Payroll
+
===General===
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
  
−
Company Maintenance
+
====Company Database====
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
  
−
Employee Maintenance
+
:'''Updated to version 28.02.'''
−
:'''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
 
−
:'''Updated for 2021.'''
 
  
−
Payroll Tax Library
+
====System Menu====
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
−
:This option has been removed from the Payroll Year End menu.
+
 
 +
 
 +
====Windows Client====
 +
 
 +
:'''Add events for item rename/merge.'''
 +
 
 +
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
Timecard Maintenance
 
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
====Application Server====
−
:'''Add Test Mode parameter for truck status processing.'''
+
 
 +
: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)====
  
−
Device Server
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
−
:'''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 5.2.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 4.0.x]]

Latest revision as of 13:59, 2 August 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.3.3.0 - 7/31/2026

Dispatch Module

Cash Payment Entry

Add support for Pay Class and Fee Paid.


End Of Day

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


Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.


Order Maintenance

Add "Ext Price" column to the Products grid.
The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes.
Display a mouse-over hint on the VOID checkbox in the History grid that shows the void reason AND the user that voided the ticket.


Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Ticket Printing

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


Truck Demand Graph

Now supports up to 10 "Demand Graph" tabs.


Ticketing Module

End Of Day

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


Order Maintenance

Add "Ext Price" column to the Products grid.


Ticket Printing

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


Tickets Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Accounts Receivable Module

Base Product Maintenance

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


Credit Limit Report

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


Credit Review Report

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


Customers List

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


Inventory Batch List

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


Inventory Status Report

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


Inventory Valuation Report

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


Invoice Register (Month End)

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


Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.


Payment Processor Remittance

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


Physical Inventory Entry

Add "Ticket No." column to product grid.


Print Invoices

Add "Billing Plant Id" selection.


Sales Tax Report (Month End)

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


Open Ticket Stack

Ticket Maintenance

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


Print Invoices

Re-Print Invoices

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


Handwritten Invoice Entry

Ticket Inquiry

Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Accounts Payable Module

Vendors Maintenance

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


Cash Management Module

Statement Reconciliation

This option can now only be opened once per user to prevent combining the same deposits twice. (Note that two different users could still potentially combine the same deposits.)
Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.


General

Company Database

Updated to version 28.11.


Keystone Setup

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


Reports

When printing a value using one of the WRITTEN formats on a form, use thousand separators (i.e., 12345678 will be printed as 12,345,678.)
Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once.


Services

Application Server

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


KServer External AICrete API v2

Added orders endpoint.
Rolled tickets endpoints into batchresults endpoints.


KServer External Quadrel API v2

New API for Quadrel.


KServer External SalesInsight API v2

Reworked endpoints.
Fix performance issue with query in "ticketsbyjob" endpoint.


KServer External SlabStack API v1

New API for Slabstack.


KServer Keystone Online Back Office API

Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.


KServer Windows Client A/R API

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


Keystone REST Server (KServer)

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


KServer Dispatch API v2

KServer Keystone Online Customer Portal API

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

Release 5.3.2.0 - 7/10/2026

Dispatch Module

Void Tickets

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


Quote Module

Quote Maintenance

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


General

Windows Client

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


Services

Device Aggregator

Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)
Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started.


KServer Windows Client Device API v2

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


Keystone REST Server (KServer)

Add improved version of database event/version manager (coming soon.)
Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.

Release 5.3.1.0 - 7/2/2026

Dispatch Module

On Hand Inquiry

Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
UI Issue: Fix "Product Base" label so it isn't cutoff.
Add F4 search to "Product Base" field.


Order Maintenance

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


Ticketing Module

On Hand Inquiry

Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
UI Issue: Fix "Product Base" label so it isn't cutoff.
Add F4 search to "Product Base" field.


Accounts Receivable Module

Products Maintenance

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


Sales Tax Report (Month End)

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


Void Invoice

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


Cash Posting Register

Cash Posting Register (Month End)

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


Accounts Payable Module

Check Register (Month End)

Add "Session No." sequence option.


Check Register

Check Register (Month End)

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


General

Company Database

Updated to version 28.06.


Windows Client

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


Services

Application Server

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


Device Aggregator

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


Device Server

ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.
Add "KServer" GPS status device.


KServer External AICrete API v1.1

New AICrete API which uses Keystone Relay.


KServer Keystone Online GPS API

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


Keystone REST Server (KServer)

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


KServer External AICrete API

KServer External AICrete API v1.1

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

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
Add "Cutoff Date" when selecting orders by customer.
Show "Delv Date" on the order grid.


On Hand Inquiry

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


Order Maintenance

Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
Add an order event when the "Reprice" function is used.
Add "Sales Territory" field.
Add Email To Job and SMS To Job options to Contacts grid.


Schedule

When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.
The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.
Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.
Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
Add "Customer Rating" as optional field on the schedule grid.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Add (optional) display of Standard Cost in the Products grid.
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add "Sales Territory" field.


Truck Demand Graph

Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.


Order Maintenance

Ticket Printing

Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).
Add "Bill As Plant" field.


Ticketing Module

On Hand Inquiry

Now works on Product Base so you can view the On Hand quantity for all plants at once.


Order Maintenance

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


Order Stack

When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Increase the font size within the Delivery Instructions floating box to improve readability.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add (optional) display of Standard Cost in the Products grid.


Accounts Receivable Module

A/R Inquiry

Add "Fee Chg G/L" field to the Posting History grid.
Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)
Add "SMS To Job" checkbox column to Contacts grid.
Add "Credit Manager" field.
Add Email To Job option to Contacts grid.
Add field change events for the customer address fields.
Add function button to switch to A/R Inquiry for the current customer.


Divisions Maintenance

Add Company Info tab to support A/P 1099 by division.


Drivers Maintenance

Add "Start Date" field.


Email Invoices

The "Email BCC" field on the Setup tab will now be remembered from run to run.


Invoiced Tickets List (Month End)

Add Invoice Number to the report and allow sequence/selection on Invoice Number.


Job Prices Maintenance

When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add "Description" column to the Auto Products grid.
Add "Sales Territory" field.
Add field change event for the C.O.D. field.


Open Ticket Stack

Add "Bill As Plant" as an optional grid field.
Add Void Reason as a mouse-over hint on the Ticket No. column.


Print Invoices

Add "Posted" indication in session log when invoices are posted.
When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.


Sales Territories List

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


Sales Territories Maintenance

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


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

The Ticket Number will now properly show all 7 digits on the report.


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

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


Cash Posting Register

Cash Posting Register (Month End)

The Bank Deposit now correctly reflects the Credit Card Fee charge amount.


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

When printing the product summary, list the mix product first.


Quote Module

Quote Maintenance

When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)
Add "margin warning" to Cost Estimator.
Add "Default Tkt/Ord Products" system option.
Add "Sales Territory" field.
Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.


Prospect Maintenance

Quote Maintenance

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


Accounts Payable Module

Email ACH Stubs

The Status column in the grid will now always show the most recent email status.


Select Invoices for Payment

The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
On the Pay Invoice dialog you can now change the payment method.


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)


Print Checks

Re-Print Checks

Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".


Purchase Order Module

Purchase Orders List

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


Cash Management Module

Statement Reconciliation

Add "Fee Chg" field to the A/R Posting History grid.
Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.


General

Company Database

Updated to version 28.02.


System Menu

Delete user-related role assignments and security options when a user is deleted.


Windows Client

Add events for item rename/merge.
Add (optional) ability to Delete a document previously uploaded.


Services

Application Server

Setup relay server connection info only for the main Keystone server.


Device Server

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.
Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.
Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.
Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.
Add "Keystone Online" batch weight notification device.


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.


KServer Keystone Online Dashboard API

Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.
Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.


KServer Windows Client Device API v2

Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.


Keystone REST Server (KServer)

Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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