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 4.7.3 - 10/17/2024==
+
==Release 5.3.3.0 - 7/31/2026==
  
−
===Payroll Module===
+
===Dispatch Module===
 +
 
 +
====Cash Payment Entry====
 +
 
 +
:'''Add support for Pay Class and Fee Paid.'''
  
−
Tax Library
 
−
:'''Updated to version 2024-R11 (IN counties.)'''
 
  
−
===General===
+
====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.'''
  
−
System Map
 
−
:Fix issue where an empty white screen appears when viewing the map.
 
  
−
System Menu
+
====Ticket Printing====
−
:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
 
  
−
==Build 4.7.2 - 10/11/2024==
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
  
−
===Dispatch Module===
 
  
−
Order Maintenance
+
====Truck Demand Graph====
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
 
  
−
Schedule
+
:'''Now supports up to 10 "Demand Graph" tabs.'''
−
:Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
 
−
:Fix "Quick Ticket" logic to properly set the load number in the ticket.
 
−
:Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
 
−
:Fix order load alert messages not working (introduced in 4.5.6.2.)
 
−
:'''Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.'''
 
−
:'''Add Plant Id to status pop-up.'''
 
−
:'''Add optional "OrdPlt" field to schedule grid (Plant Id from order.)'''
 
  
−
Ticket Printing
 
−
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
 
−
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====End Of Day====
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
+
 
 +
:'''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.'''
  
−
Order Stack
 
−
:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry<BR>
+
====Base Product Maintenance====
−
Cash Posting<BR>
+
 
−
Customer Maintenance<BR>
+
:'''New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.'''
−
Job Price Maintenance
+
 
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
+
 
 +
====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.'''
 +
 
  
−
Customer Maintenance
+
====Payment Processor Remittance====
−
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
 
  
−
Import Tickets
+
:'''New option added to the A/R Month End menu.'''
−
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
 
  
−
Prepare Remote Ticketing Data
 
−
:'''Add client-side log messages.'''
 
  
−
Print Invoices
+
====Physical Inventory Entry====
−
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
 
  
−
Sales Tax Report
+
:'''Add "Ticket No." column to product grid.'''
−
:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
 
−
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.
 
  
−
===Quote Module===
 
  
−
Prospect Maintenance<BR>
+
====Print Invoices====
−
Quote Maintenance
+
 
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
+
:'''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===
  
−
Vendor Maintenance
+
====Vendors Maintenance====
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
+
 
 +
:'''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.)
 +
 
  
−
===General Ledger Module===
+
===Quote Module===
  
−
Batch List
+
====Quote Maintenance====
−
:'''Print transaction second description line if present.'''
 
  
−
===Payroll Module===
+
:UI Issue: Widened Quote Id column to show the entire Quote Id.
  
−
Tax Library
 
−
:'''Updated to version 2024-R10.'''
 
  
 
===General===
 
===General===
  
−
Company Database
+
====Windows Client====
−
:Updated to version 25.02.
 
  
−
System Menu
+
: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.
−
:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
 
−
:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.
 
  
−
Windows Client
 
−
:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
 
−
:When processing an auto-task, initialize client-side log.
 
−
:Decrease file chunk size to 1MB when reading/writing files from/to KServer.
 
−
:When reading file from KServer, raise exception if the response content type is not valid.
 
−
:When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Device Aggregator====
−
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
 
  
−
Keystone REST Server (KServer)
+
:Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)
−
:Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
 
−
Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
 
−
:Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
 
−
:Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
 
−
:Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.
 
  
−
==Build 4.7.1 - 9/13/2024==
+
: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===
 
===Dispatch Module===
  
−
Order Maintenance
+
====On Hand Inquiry====
−
:Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)
+
 
 +
: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===
 
===Accounts Receivable Module===
  
−
Cash Posting
+
====Products Maintenance====
−
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
+
 
 +
: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."
  
−
Customer Maintenance
 
−
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
 
  
−
Re-Print Tickets
+
====Void Invoice====
−
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
+
 
 +
: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===
 
===General===
  
−
Company Database
+
====Company Database====
−
:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
+
 
 +
:'''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.
  
−
Reports
 
−
:Some reports were not respecting the default font/bold printer options.
 
  
 
===Services===
 
===Services===
  
−
Keystone REST Server (KServer)
+
====Application Server====
−
:'''Add "FormatCurr" function.'''
+
 
−
:Fix "StringReplace" function to handle NULL string parameters correctly.
+
:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.
−
:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
+
 
−
:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
+
 
−
:'''Online Customer Portal API: Add "invoice" endpoint.'''
+
====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====
  
−
==Build 4.7 - 8/30/2024==
+
:'''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===
 
===Dispatch Module===
  
−
Edit Ticket Times
+
====Driver Call-In Report====
−
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
+
 
−
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
+
:'''Add "Customer Name" to the report.'''
−
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
+
 
 +
 
 +
====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.'''
  
−
Order Maintenance
 
−
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 
−
:When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
 
−
:Fix scroll wheel not working correctly on Job Id dropdown.
 
−
:Do not copy the W/C Release Time field when copying an order.
 
−
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
 
−
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
 
−
:Eliminate duplicate "Item Add" event generated when copying order.
 
−
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
 
−
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
 
−
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
 
  
−
Print Orders
+
====On Hand Inquiry====
−
:'''Add handling for "mix multiplier" auto qty products.'''
 
  
−
Re-Print Tickets<BR>
+
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
−
Ticket Printing
 
−
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 
−
:'''Add ability to print the user that originally created the ticket.'''
 
−
:'''Add ability to print customer phone number on ticket.'''
 
−
:'''Add ability to print the 8 load time source fields on tickets.'''
 
−
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 
  
−
Re-Print Tickets<BR>
 
−
Re-Transfer Tickets
 
−
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
 
  
−
Schedule
+
====Order Maintenance====
−
:Do not reset the truck available time if only the custom status is changed.
 
−
:Do not reset the truck to clocked out status after shipping and then voiding a load.
 
−
:Performance improvement when scrolling or clicking the order grid.
 
−
:'''Add "Plt Name" as an optional grid field.'''
 
−
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
 
−
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
 
−
:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
 
−
:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
 
−
:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
 
−
:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''
 
  
−
Ticket Printing
+
: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.
−
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
+
 
−
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
+
: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.'''
  
−
Truck Demand Graph
 
−
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====On Hand Inquiry====
−
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
+
 
−
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
+
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
 +
 
 +
 
 +
====Order Maintenance====
  
−
Order Stack
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Add "Qty Ord" as an optional grid field.'''
 
  
−
Re-Print Tickets<BR>
 
−
Ticket Printing
 
−
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 
−
:'''Add ability to print the user that originally created the ticket.'''
 
−
:'''Add ability to print customer phone number on ticket.'''
 
−
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 
  
−
Re-Print Tickets<BR>
+
====Order Stack====
−
Re-Transfer Tickets
+
 
−
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
+
:'''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.'''
  
−
Ticket Printing
 
−
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry
+
====A/R Inquiry====
−
:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
+
 
−
:Fix missing QR code when previewing invoice that contains a QR code.
+
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
−
:Fix missing PDF hyperlink when printing to PDF from invoice preview form.
+
 
 +
:'''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====
  
−
Comparative Customer Sales Report
+
:'''Add "Posted" indication in session log when invoices are posted.'''
−
:'''Add product class selection.'''
 
  
−
Customer Maintenance
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
−
:Significant performance improvement when renaming a customer.
 
−
:Show all customer events except those related to customer prices.
 
−
:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.
 
  
−
Customer Price Maintenance
 
−
:Show only those events related to customer prices.
 
  
−
Edit Ticket Times
+
====Sales Territories List====
−
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
 
−
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 
−
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
 
  
−
Import Tickets
+
:'''New option added to the A/R File List menu.'''
−
:Handle exceptions when calculating sales tax during ticket import.
 
  
−
Job Price Maintenance
 
−
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
 
−
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 
  
−
Print Invoices
+
====Sales Territories Maintenance====
−
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
 
  
−
Print Statements
+
:'''New option added to the A/R File Maintenance menu.'''
−
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
 
  
−
Product Maintenance
 
−
:Significant performance improvement when renaming a product.
 
−
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
 
−
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
 
−
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.
 
  
−
Product Sales by Customer Report<BR>
+
====Salespeople Maintenance====
−
Product Sales Report
 
−
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
 
  
−
Re-Print Tickets
+
:'''Add sales territory grid.'''
−
:'''Add ability to print the 8 load time source fields on tickets.'''
 
  
−
Sales Tax Rate Maintenance
 
−
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
 
  
−
Ticket Inquiry
+
====Voided Tickets Report====
−
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
+
 
 +
: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.'''
  
−
Ticket Maintenance
 
−
:'''Use job/customer specific ticket form when printing ticket if specified.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Import Invoices
+
====Email ACH Stubs====
−
:Set the payment method for imported invoices from the vendor.
+
 
 +
: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====
  
−
Re-Print ACH Stubs<BR>
 
−
Re-Print Checks
 
 
:'''Add Division selection.'''
 
:'''Add Division selection.'''
  
−
Vendor Maintenance
+
 
−
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
+
====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===
 
===Cash Management Module===
  
−
Statement Reconciliation
+
====Statement Reconciliation====
−
:Properly separate Check No and Check Amount columns based on check key.
+
 
−
:Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
−
:Record the last change date/time and user when generating combined deposits.
 
  
−
===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.'''
 +
 
 +
 
 +
===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.'''
  
−
Tax Library
 
−
:'''Updated to version 2024-R9.'''
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
+
 
 +
: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.'''
  
−
Device Aggregator
+
:'''Add "Keystone Online" batch weight notification device.'''
−
:Do not record batch results if there are no batch results present from the batch device.
 
  
−
Device Server
 
−
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
 
  
−
Keystone REST Server (KServer)
+
====KServer External AICrete API v2====
−
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
+
 
−
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
+
:'''New API for AICrete which requires authorization header.'''
−
:'''External AICrete API: New API for interfacing with AICrete.'''
+
 
−
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
+
 
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
+
====KServer External SalesInsight API v2====
−
:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
+
 
−
:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
+
:'''New API for SalesInsight.'''
−
:Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
+
 
−
:Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
+
 
−
:Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
+
====KServer Keystone Online Customer Portal API====
−
:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
+
 
 +
:'''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.'''
  
−
===General===
 
  
−
Setup
+
====Keystone REST Server (KServer)====
−
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
 
  
−
System Option Maintenance
+
: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 search window to help locate system options.'''
 
  
 
----
 
----
 +
 +
[[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 4.6.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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