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>
  
−
==Release 5.2.7.0 - 2/24/2026==
+
==Release 5.3.3.0 - 7/31/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
====Order Maintenance====
+
====Cash Payment Entry====
  
−
:'''Add Dispatch Ticket Printing system option "Prevent Product Slump Override" to prevent override of a user-entered order slump by the mix product slump.'''
+
:'''Add support for Pay Class and Fee Paid.'''
  
  
−
===Accounts Receivable Module===
+
====End Of Day====
  
−
====A/R Distributions to G/L (Month End)====
+
:'''Changed "Check No." column to "Pay Class".'''
  
−
:'''Add Division selection.'''
 
  
 +
====Open Ticket Stack====
  
−
====Pay Class Maintenance====
+
:'''Add Pay Class and Fee Paid as optional fields.'''
  
−
:'''Add "Fee Expense G/L" field to pay class and the dept/plant cross-reference grid.'''
 
  
 +
====Order Maintenance====
  
−
====Sales Tax Rates Maintenance====
+
:'''Add "Ext Price" column to the Products grid.'''
  
−
:'''Add "Calc Fee On" field.'''
+
: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 Inquiry====
 
  
−
:Fix exception "EDatabaseError: cdsMaster Field VOID_REASON not found" when attempting to open a voided ticket. This can also happen at startup if the first ticket happens to be voided (introduced in 5.1.0.11.)
+
====Ticket Maintenance====
  
−
:'''Prevent a date range wider than 3 months for performance.'''
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
  
  
−
====Divisions Maintenance====
+
====Ticket Printing====
  
−
====Plants Maintenance====
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
  
−
:'''Remove ability to edit the Cash G/L field on the Defaults tab (this has been superceded by Pay Classes.)'''
 
  
 +
====Truck Demand Graph====
  
−
===Accounts Payable Module===
+
:'''Now supports up to 10 "Demand Graph" tabs.'''
  
−
====A/P Inquiry====
 
  
−
:'''Add ability to see uploaded documents for invoices.'''
+
===Ticketing Module===
  
 +
====End Of Day====
  
−
====Email ACH Stubs====
+
:'''Changed "Check No." column to "Pay Class".'''
  
−
:Fix sessions dated on the "Date To" date not appearing in the "Select Session" dropdown list.
 
  
 +
====Order Maintenance====
  
−
====Invoice Vouchering====
+
:'''Add "Ext Price" column to the Products grid.'''
  
−
:'''Add ability to upload documents to an invoice on the G/L Distributions form.'''
 
  
 +
====Ticket Printing====
  
−
====Vendors Maintenance====
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
  
−
:Show the Email ACH checkbox on the Contacts tab when the A/P Email Forms option is turned on.
 
  
 +
====Tickets Maintenance====
  
−
===General Ledger Module===
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
  
−
====Import Payroll Transactions====
 
  
−
:'''Add workaround for iSolved G/L Account numbers with embedded spaces.'''
+
===Accounts Receivable Module===
  
−
:Fix exception "EImportPayroll: LoadGLData [400] The request is not valid" when importing G/L transactions  due to iSolved API changes.
+
====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.'''
  
−
===General===
 
  
−
====Company Database====
+
====Credit Limit Report====
  
−
:'''Updated to version 27.06.'''
+
:UI Issue: "Credit Limit Threshold %" label text cutoff.
  
  
−
====System Menu====
+
====Credit Review Report====
  
−
:Show the A/P Email ACH Stubs option if the A/P Email Forms option is turned on.
+
:'''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.)'''
  
  
−
====Windows Client====
+
====Customers List====
  
−
:'''Improve performance of form scaling and avoid double form scaling at startup.'''
+
: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.
  
−
:'''New Keystone splash screen.'''
 
  
 +
====Inventory Batch List====
  
−
===Services===
+
:'''When printing a Physical Inventory batch, add "Ticket No." column to the report.'''
  
−
====Application Server====
 
  
−
:'''Modify "PrepareRemoteDB" method to copy ARTSLSTER and ARTSLSTERMAP tables to remote database.'''
+
====Inventory Status Report====
  
 +
:All quantity fields will now show four decimal places to match other inventory reports.
  
−
====KServer Keystone Online Customer Portal API====
 
  
−
:'''Modify "CustomerInvoices" and "HPPInvoice" endpoints to calculate the fee based on the "Calc Fee On" setting in A/R Pay Class Maintenance.'''
+
====Inventory Valuation Report====
  
 +
:The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative.
  
−
====KServer Keystone Online Dashboard API====
 
  
−
:'''Improve performance of "salesdash" query (2X).'''
+
====Invoice Register (Month End)====
  
 +
:'''Add user checkbox to include the Email Status on the report.'''
  
−
====KServer Windows Client A/R API====
 
  
−
:Modify rdmARAllTickets/cdsMaster endpoint to return VOID_REASON field.
+
====Open Ticket Stack====
  
 +
:'''Add Pay Class and Fee Paid as optional fields.'''
  
−
====Keystone Relay====
 
  
−
:Fix cases where request timeout exceptions would crash the server.
+
====Payment Processor Remittance====
  
−
==Release 5.2.6.0 - 2/2/2026==
+
:'''New option added to the A/R Month End menu.'''
  
−
===Accounts Receivable Module===
 
  
−
====Email Invoices====
+
====Physical Inventory Entry====
  
−
:Fix exception "EDatabaseError: Field EMAIL_STATUS cannot be modified" when attempting to send the emails (introduced in 5.2.4.1.)
+
:'''Add "Ticket No." column to product grid.'''
  
  
−
===Utilities===
+
====Print Invoices====
  
−
====DataScope====
+
:'''Add "Billing Plant Id" selection.'''
  
−
:Fix issue when using drilldown where numeric fields showed incorrect values when scrolling the drilldown grid.
 
  
−
==Release 5.2.5.0 - 2/1/2026==
+
====Sales Tax Report (Month End)====
  
−
===Dispatch Module===
+
:Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.
  
−
====Order Maintenance====
 
  
−
:Fix UI Issue: the "Amt Reqd" field label should be highlighted in RED (introduced in 5.1.0.23.)
+
====Open Ticket Stack====
  
 +
====Ticket Maintenance====
  
−
====End Of Day====
+
:'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.'''
  
−
====Load Schedule Report====
 
  
−
====Order List====
+
====Print Invoices====
  
−
:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
+
====Re-Print Invoices====
  
 +
:'''Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)'''
  
−
===Accounts Receivable Module===
 
  
−
====Cash Posting====
+
====Handwritten Invoice Entry====
  
−
:Fix UI issue where the Credit Status field did not display in the correct text color with certain visual themes.
+
====Ticket Inquiry====
  
 +
====Ticket Maintenance====
  
−
====Email Invoices====
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
  
−
:Fix long delay when starting the option and loading the list of invoices to be emailed (introduced in 5.0.99.6.)
 
  
 +
===Accounts Payable Module===
  
−
====Import Tickets====
+
====Vendors Maintenance====
  
−
====Invoice Register====
+
:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''
  
−
====Invoice Register (Month End)====
 
  
−
====Invoiced Tickets List (Month End)====
+
===Cash Management Module===
  
−
====Pre-Billing Audit List====
+
====Statement Reconciliation====
  
−
====Ticket Activity Report====
+
: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.)
  
−
:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
+
:Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.
  
  
 
===General===
 
===General===
  
−
====Windows Client====
+
====Company Database====
  
−
:Fix UI issue: the text color for disabled edit fields is hard to read (introduced in 5.1.0.23.)
+
:Updated to version 28.11.
  
  
−
===Services===
+
====Keystone Setup====
  
−
====Keystone REST Server (KServer)====
+
:'''Add "Keystone Cloud Tunnel" to the Service Applications list.'''
  
−
:Fix issue when creating server threads where only one thread was created to service requests.
 
  
 +
====Reports====
  
−
===Ticketing Module===
+
: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.)
  
−
====End Of Day====
+
:Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once.
  
−
====Order List====
 
  
−
:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
+
===Services===
  
 +
====Application Server====
  
−
===Accounts Payable Module===
+
:'''Add warning for C/M transaction data errors related to online payments when upgrading the company database.'''
  
−
====Print Checks====
 
  
−
====Re-Print Checks====
+
====KServer External AICrete API v2====
  
−
:Fix issue where the calculated field CALC_WRITTENAMT no longer worked as previously (introduced in 5.2.3.2.)
+
:'''Added orders endpoint.'''
 +
:'''Rolled tickets endpoints into batchresults endpoints.'''
  
−
==Release 5.2.4.0 - 1/25/2026==
 
  
−
===Dispatch Module===
+
====KServer External Quadrel API v2====
  
−
====Email Orders====
+
:'''New API for Quadrel.'''
  
−
:'''Add ability to select a single customer.'''
 
−
:'''Add Job Id as a grid field that can be filtered.'''
 
  
 +
====KServer External SalesInsight API v2====
  
−
===Accounts Receivable Module===
+
:'''Reworked endpoints.'''
  
−
====Drivers Maintenance====
+
:Fix performance issue with query in "ticketsbyjob" endpoint.
  
−
:Fix issue where spaces/blanks in the GPS Driver No field would incorrectly cause the duplicate GPS Driver No warning message on startup.
 
  
 +
====KServer External SlabStack API v1====
  
−
====Job Prices Maintenance====
+
:'''New API for Slabstack.'''
  
−
:'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.'''
 
−
:'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".'''
 
  
 +
====KServer Keystone Online Back Office API====
  
−
====Products Maintenance====
+
:Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.
  
−
:'''Add "Job Mix Id" and "Job Mix Year" fields to the grid on the DOT tab, which is now visible.'''
 
  
 +
====KServer Windows Client A/R API====
  
−
====Trucks Maintenance====
+
:'''Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.'''
  
−
:Fix issue where spaces/blanks in the GPS Unit Id field would incorrectly cause the duplicate GPS Unit Id warning message on startup.
 
  
 +
====Keystone REST Server (KServer)====
  
−
===Quote Module===
+
:'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.'''
  
−
====Quote Maintenance====
 
  
−
:'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.'''
+
====KServer Dispatch API v2====
−
:'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".'''
 
  
 +
====KServer Keystone Online Customer Portal API====
  
−
===Accounts Payable Module===
+
:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.
  
−
====1099 Audit List (Month End)====
+
==Release 5.3.2.0 - 7/10/2026==
  
−
:Fix exception "EOleException: Column unknown VE.TRX_PAYMENTS" when running in Transactions mode.
+
===Dispatch Module===
  
 +
====Void Tickets====
  
−
====Invoice Vouchering====
+
:Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)
  
−
:'''The layout of the Expense Distributions grid will now be remembered from run to run.'''
 
  
 +
===Quote Module===
  
−
====Print Checks====
+
====Quote Maintenance====
−
 
 
−
====Re-Print Checks====
 
  
−
:'''Add ability to print the check amount in words without adding the "dollars" text at the end.'''
+
:UI Issue: Widened Quote Id column to show the entire Quote Id.
  
  
 
===General===
 
===General===
  
−
====Company Database====
+
====Windows Client====
  
−
:Fix exception "EOleException: attempted update of read-only column" when updating A/R Invoices with at least one void invoice.
+
: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===
 
===Services===
  
−
====KServer Driver API====
+
====Device Aggregator====
  
−
:'''Add Notes 1 & 2 ticket fields to the "truckticketinfo" endpoint.'''
+
: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 Keystone Online Customer Portal API====
 
  
−
:'''Modify CustomerInvoices endpoint to calculate fee surcharge based on invoice balance before tax.'''
+
====KServer Windows Client Device API v2====
  
−
:'''Modify HPPInvoice endpoint to calculate fee surcharge based on invoice balance before tax.'''
+
:Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
  
  
−
===Payroll Module===
+
====Keystone REST Server (KServer)====
  
−
====Company Totals====
+
:'''Add improved version of database event/version manager (coming soon.)'''
  
−
:Restore ability to run historical payroll reports (introduced in 5.2.0.)
+
:'''Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.'''
  
−
==Release 5.2.3.0 - 12/29/2025 ==
+
==Release 5.3.1.0 - 7/2/2026==
  
 
===Dispatch Module===
 
===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====
 
====Order Maintenance====
  
−
:'''When adding a new order, display "<Required>" in the P.O. Number field if it is required.'''
+
:Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)
 +
 
 +
 
 +
===Ticketing Module===
  
 +
====On Hand Inquiry====
  
−
====Ticket Printing====
+
: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.
  
−
:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
+
:'''Add F4 search to "Product Base" field.'''
  
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
====Pay Class Maintenance====
+
====Products Maintenance====
 +
 
 +
:Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)
 +
 
  
−
:Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
+
====Sales Tax Report (Month End)====
  
−
:Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)
+
:Add checkbox option to "Include Tax for Begin Balance Invoices."
  
  
−
====Ticket Maintenance====
+
====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)====
  
−
:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
+
: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===
  
−
====System Menu====
+
====Company Database====
  
−
:Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.
+
:'''Updated to version 28.06.'''
  
  
 
====Windows Client====
 
====Windows Client====
  
−
:'''Improve unit cost rounding on various reports.'''
+
:Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.
  
  
Line 342: Line 371:
 
====Application Server====
 
====Application Server====
  
−
:Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
+
:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.
  
−
:Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)
 
  
 +
====Device Aggregator====
  
−
====Application Server====
+
:'''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 Aggregator====
 
  
 
====Device Server====
 
====Device Server====
  
−
:'''Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.'''
+
:'''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.'''
  
  
−
===Ticketing Module===
+
====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====
 
====Order Maintenance====
  
−
====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.
 +
 
 +
: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.'''
  
−
:'''When adding a new item, display "<Required>" in the P.O. Number field if it is required.'''
+
:'''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.
  
−
===Utilities===
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
  
−
====DataScope====
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
  
−
====Query Export====
 
  
−
:'''Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.'''
+
====Ticket Printing====
  
−
==Release 5.2.2.0 - 12/19/2025==
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
===Accounts Receivable Module===
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
====Job Prices Maintenance====
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
:Do not display customer warning that is set to trigger in Order Maintenance.
+
:'''Add "Sales Territory" field.'''
  
  
−
===Purchase Order Module===
+
====Truck Demand Graph====
  
−
====P.O. Receipt Entry====
+
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
  
−
:Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.
 
  
 +
====Order Maintenance====
  
−
===General===
+
====Ticket Printing====
 +
 
 +
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
 +
 
 +
:'''Add "Bill As Plant" field.'''
  
−
====Company Database====
 
  
−
:Updated to version 27.02.
+
===Ticketing Module===
  
 +
====On Hand Inquiry====
  
−
====Reports====
+
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
  
−
:Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)
 
  
 +
====Order Maintenance====
  
−
====Windows Client====
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
:'''Improve precision of Unit Cost fields.'''
 
  
 +
====Order Stack====
  
−
===Services===
+
:'''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.'''
  
−
====Application Server====
+
:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
  
−
:'''Improve precision of cost calculations when reconciling inventory.'''
 
  
 +
====Ticket Printing====
  
−
====Device Aggregator====
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
====Device Server====
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
:'''Increase precision of Specific Gravity field.'''
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
==Release 5.2.1.0 - 12/10/2025==
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
====Customer Prices Maintenance====
+
====A/R Inquiry====
 +
 
 +
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
  
−
:Fix issue where customer price records could not be deleted (introduced in 5.2.)
+
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
  
  
−
====Re-Print Tickets====
+
====Aged Trial Balance====
  
−
:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
+
:'''Add "Credit Manager" selection.'''
  
  
−
====Print Invoices====
+
====Customer Prices List====
  
−
====Re-Print Invoices====
+
:'''Add "Exp Date" field to report.'''
  
−
:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
 
  
 +
====Customer Prices Maintenance====
  
−
===Accounts Payable Module===
+
:'''Add "Exp Date" field to price grid.'''
  
−
====Vendors Maintenance====
 
  
−
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
+
====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.)'''
  
−
===General===
+
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
  
−
====Reports====
+
:'''Add "Credit Manager" field.'''
  
−
:'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.'''
+
:'''Add Email To Job option to Contacts grid.'''
  
 +
:'''Add field change events for the customer address fields.'''
  
−
====Windows Client====
+
:'''Add function button to switch to A/R Inquiry for the current customer.'''
  
−
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
 
  
 +
====Divisions Maintenance====
  
−
===Services===
+
:'''Add Company Info tab to support A/P 1099 by division.'''
  
−
====Application Server====
 
  
−
:Fix zero cost issues with inventory reconciliation.
+
====Drivers Maintenance====
  
 +
:'''Add "Start Date" field.'''
  
−
====KServer Keystone Online Dashboard API====
 
  
−
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
+
====Email Invoices====
  
−
==Release 5.2.0.0 - 12/4/2025==
+
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
  
−
===New Feature===
 
  
−
====Credit Card Fees====
+
====Invoiced Tickets List (Month End)====
  
−
:'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.'''
+
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
  
  
−
====Save Form Layouts====
+
====Job Prices Maintenance====
  
−
:'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.'''
+
:'''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.'''
  
−
====Visual Themes====
+
:'''Add "Sales Territory" field.'''
  
−
:'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
+
:'''Add field change event for the C.O.D. field.'''
−
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
 
−
:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
 
−
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
 
−
:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''
 
  
  
−
===Dispatch Module===
+
====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.'''
  
−
====Order List====
 
  
−
:Remove blank Report Sequence option.
+
====Print Invoices====
  
 +
:'''Add "Posted" indication in session log when invoices are posted.'''
  
−
====Order Maintenance====
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
  
−
:Remove the MAP button next to the Delivery Instructions fields.
 
  
−
:'''Add a warning message when changing Job Id for an existing order.'''
+
====Sales Territories List====
  
−
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
+
:'''New option added to the A/R File List menu.'''
  
  
−
====Schedule====
+
====Sales Territories Maintenance====
  
−
:'''Add "Base Mix" as an optional schedule grid field.'''
+
:'''New option added to the A/R File Maintenance menu.'''
  
−
:'''Added hint message for split orders.'''
 
  
−
:'''Add "Show Status Hints" to Options menu.'''
+
====Salespeople Maintenance====
  
−
:'''Add "Status Hint Legend" to Options menu.'''
+
:'''Add sales territory grid.'''
  
−
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
 
  
−
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
+
====Voided Tickets Report====
  
 +
:The Ticket Number will now properly show all 7 digits on the report.
  
−
===Ticketing Module===
 
  
−
====Order List====
+
====A/R Inquiry====
  
−
:Remove blank Report Sequence option.
+
====Cash Posting====
  
 +
:'''Add "Unit Disc" field to Ticket History grid.'''
  
−
===Accounts Receivable Module===
 
  
 
====A/R Inquiry====
 
====A/R Inquiry====
  
−
:'''Add credit card fee/pay class to Payment History grid.'''
+
====Cash Posting====
 +
 
 +
====Job Prices Maintenance====
 +
 
 +
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
  
 
====Cash Posting Register====
 
====Cash Posting Register====
  
−
:'''Add "Session No" to selection criteria.'''
+
====Cash Posting Register (Month End)====
  
 +
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
  
−
====Customer Prices Maintenance====
 
  
−
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
+
====Comparative Customer Sales====
  
 +
====Customer Sales History====
  
 
====Customer Sales by Job====
 
====Customer Sales by Job====
  
−
:Fix overlap of long product code and product description.
+
====Customer Sales by Product====
 +
 
 +
====Daily Plant Sales====
  
 +
====Product Sales====
  
−
====Drivers List====
+
====Product Sales History====
  
−
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
+
====Product Sales by Customer====
  
 +
====Summary Sales====
  
−
====Email Invoices====
+
:'''Add "Sales Territory" selection.'''
  
−
:Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
 
  
 +
====Driver Report====
  
−
====Job Prices Maintenance====
+
====Driver Report (Month End)====
  
−
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
+
:'''Add "Driver Name" to the report.'''
  
−
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
 
  
 +
====Print Invoices====
  
−
====Pay Class Maintenance====
+
====Re-Print Invoices====
  
−
:'''New option added to the A/R File Maintenance menu.'''
+
:'''When printing the product summary, list the mix product first.'''
  
  
−
====Products Maintenance====
+
===Quote Module===
  
−
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
+
====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.'''
  
−
====Sales Tax Rates Maintenance====
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
  
−
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
+
:'''Add "margin warning" to Cost Estimator.'''
  
 +
:'''Add "Default Tkt/Ord Products" system option.'''
  
−
====Ticket Maintenance====
+
:'''Add "Sales Territory" field.'''
  
−
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
  
−
:'''Ask for a Void Reason when using the F3 Void button.'''
 
  
 +
====Prospect Maintenance====
  
−
====Void Invoice====
+
====Quote Maintenance====
  
−
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
  
Line 601: Line 702:
 
====Email ACH Stubs====
 
====Email ACH Stubs====
  
−
:'''New option added to the A/P Invoicing/Checks menu.'''
+
:The Status column in the grid will now always show the most recent email status.
−
 
 
−
 
 
−
====Federal & State 1099 Export====
 
  
−
:'''Updated for 2025.'''
 
  
 +
====Select Invoices for Payment====
  
−
====Print 1099 Forms (Month End)====
+
: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.
  
−
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
+
:'''On the Pay Invoice dialog you can now change the payment method.'''
  
  
 
====Vendors Maintenance====
 
====Vendors Maintenance====
  
−
:Fix typecast exception (Null->OleStr) when adding a new vendor.
+
:'''Add "Division" field to the 1099 Amounts grid.'''
  
  
−
====Handwritten Check Entry====
+
====A/P ACH Export====
  
−
====Invoice Vouchering====
+
====Re-Export A/P ACH====
  
−
====Vendor Classes Maintenance====
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
  
−
====Vendors Maintenance====
 
  
−
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
+
====1099 Audit List (Month End)====
  
 +
====Federal & State 1099 Export====
  
−
===General Ledger Module===
+
:'''Add Division selection.'''
  
−
====Accounts Maintenance====
 
  
−
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
+
====Handwritten Check Entry====
  
 +
====Invoice Vouchering====
  
−
===System Menu===
+
: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.)
  
−
====Option Maintenance====
 
  
−
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
+
====Print Checks====
  
 +
====Re-Print Checks====
  
−
===General===
+
: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".
  
−
====Company Database====
 
  
−
:'''Updated to version 26.07.'''
+
===Purchase Order Module===
  
 +
====Purchase Orders List====
  
−
====Document Database====
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
  
−
:'''Updated to version 2.01.'''
 
  
 +
===Cash Management Module===
  
−
====Keystone Setup====
+
====Statement Reconciliation====
  
−
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
  
−
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
  
  
−
====System Menu====
+
===General===
  
−
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
+
====Company Database====
  
−
:'''Add Visual Theme selector icon to the top of the menu.'''
+
:'''Updated to version 28.02.'''
  
−
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
 
  
−
:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
+
====System Menu====
  
−
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
  
  
 
====Windows Client====
 
====Windows Client====
  
−
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
+
:'''Add events for item rename/merge.'''
−
 
 
−
:'''Add First/Last page buttons to the Document Viewer.'''
 
−
 
 
−
:'''Use search button in place of blue background for fields where F4 search is available.'''
 
−
 
 
−
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
 
  
−
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
  
Line 693: Line 784:
 
====Application Server====
 
====Application Server====
  
−
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
+
:Setup relay server connection info only for the main Keystone server.
 +
 
  
−
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
+
====Device Server====
  
 +
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
====Device Server====
+
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
  
−
:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
+
:'''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.'''
  
−
====KServer Dashboard API====
+
:'''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 "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
+
:'''Add "Keystone Online" batch weight notification device.'''
  
−
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
 
  
 +
====KServer External AICrete API v2====
  
−
====KServer Dispatch API v2====
+
:'''New API for AICrete which requires authorization header.'''
  
−
:'''Add "NextToLoad" endpoint.'''
 
  
 +
====KServer External SalesInsight API v2====
  
−
====KServer Driver API====
+
:'''New API for SalesInsight.'''
  
−
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
 
  
 +
====KServer Keystone Online Customer Portal API====
  
−
====KServer Keystone Online Back Office API====
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
  
−
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
 
  
−
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
+
====KServer Keystone Online Dashboard API====
  
−
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
+
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
  
  
−
====KServer Keystone Online Customer Portal API====
+
====KServer Keystone Online E-Ticketing API====
  
−
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
  
−
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
 
  
 +
====KServer Windows Client A/R API====
  
−
====Keystone REST Server (KServer)====
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
  
−
:Fix "EFOpenError" exception during Keystone system installation.
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
  
−
:'''Modify KPPTranslate action to handle pay class fees.'''
 
  
 +
====KServer Windows Client Device API v2====
  
−
====Keystone Relay====
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
  
−
:Fix occasional crashes resulting from NullReferenceException.
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
  
  
−
====Kserver Datatables API====
+
====Keystone REST Server (KServer)====
  
−
:'''Updated AP1099FORMBOX for 2025.'''
+
: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 5.1.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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